Create organisation

Modify organisation address

Create contact

Modify organisation address (duplicate)

Create a new private contact or create a private contact from an existing person

Create message

Send invoice to department > create department as contact

Check if messages are send

How to create a contact report

Working with taska

How to create a note

Replacing an internal employee at an organization or contact in one go

Create an appointment

There is no email address in a message

Delete contact or set to inactive?

Unable to send a message / email

Import / sychronise emails

Create and send one or more (batch) messages with attachments

Entry screen of a message

Export CRM data such as email addresses and addresses to Excel

Create product group

Link a product to a product group

Can you link a product to multiple product groups?

Create a product

Where to enter of adjust the sales price of a product

Purchase price product: with or without (multiple) supplier(s)

Add stock location to a product > create stock product

Set unit / entity code of purchasing & sales for a product

Add product image

Link product attachment and send automatically

Working with stock finished products (SFP) - producing for stock with an assembly order

How to set the standard purchase price of a product?

Update standard purchase price of existing products

Standard purchase price at a composed product

Consequences of entering standard purchase price afterwords

Does the standard purchase price determine the margin?

Calculation stock value via standard purchase price

Product can only be purchased for stock

Can you change a product code?

Check and allow double (duplicate) product codes / part numbers

Stock value on x date

Create a composed product

Price agreements debtor (per product or per rebate group)

Create of modify commercial description of a product > multiple languages

Create a set of products

Book purchase invoice to Twinfield

How to create a creditor

Create purchase order via a RFQ (request for quotation)

Create separate purchase order (by for stock)

Create a purchase order via sales order (no stock booking)

Create purchase orders from a selection of sales orders (collect)

Linking a project to a purchase order after goods are received

Cancel a purchase order

Prepay a purchase invoice (pro forma purchase invoice)

Indicate goods that will no longer be received

Book a purchase invoice in a previous year

Purchasing for multiple projects and/or sales orders on one purchase order

Delivery date on a purchase order

How can you see on a purchase invoice line whether a receipt has been linked?

How can you see on a purchase order or receipt whether a purchase invoice is linked?

Stock value list

General informatie goods delivery

Create goods delivery

Partial delivery (of composed product)

Print a delivery note / pick list

Search for goods that are still to be deliverd

Deliver more goods than on sales order

Indicate that goods will no longer be delivered

Return delivery of products that have already been issued

Creata a receipt / adjust quantiy on receipt

Separate stock mutation / stock correction

How does stock work in Newbase? Why are products not added to the stock

Search for products / goods still te be received (purchase order to be received)

When is a product allocated > what is allocation?

Search for products to be ordered

Difference between hour types and cost types

The order of determining an hourly rate on a project

Change project status

Create a (private) debtor (and choose company)

Link a different debtor to a organization (debtor connection)

Get payments from Twinfield (debtors)

Manually set an invoice to booked or not booked in Newbase

Can you duplicate a purchase order to a purchase invoice?

Search for sales invoices to be reminded via the open sales invoices module

Set debtor or invoice to: do not remind / no reminders

Journal entries

Set debtor to direct debit

Sales invoice always to the same person / contact