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Intelligent Door Solutions
Progress:
  • Reset Progress
  • Menu
  • Welcome
    • How to access UAT
    • How to navigate around Realtime
    • How to Continue to Communication
    • Help and Support
    • Useful contacts
  • Estimating
    • How to use the spreadsheet validation checker
    • How to use the Quote List
    • How to convert a quote to a contract
    • How to raise a quote
  • Contract Management
    • How to link a customers account
    • How to convert a quote to a contract
    • How to set up a new contract
    • How to add a note to doorset spec
    • How to set up Ironmongery
    • How to save and add documents to the supporting files tab
    • How to create a call of using Architectural Selection
    • How to create a call off using Housetype selection
    • How to correctly enter a FD30`s smoke seal to doorset spec
    • How to create a loose item
    • How to Import Doorset from template
    • How to Globally make changes
    • How to Create a Proforma Invoice
    • How To - Un assign a call from a batch to re assign on to another Batch
    • How to add screens to an Architectural call off
    • How to Un commit a call off
    • How to Suspend a Call Off
    • How to add an Alternative address
    • Order Type what paperwork to print -Grangemouth Process
    • How To - Print production paperwork using doorset printer button
    • How to View credit status and get an order released by credit control
    • How to use Internal Invoicing Box Grangemouth ONLY
  • Contract Delivery
    • How to View delivery dates in Transport
    • How to view status of call off and production tracking
    • How to Update Transport - Automated email confirmation
    • View schedule of call off approved by customer
    • How to View credit status and get an order released by credit control
    • How to add an Alternative address
    • How to View Audit log
    • How to raise a customer credit against an invoice - Grangemouth Process only
    • How to create a loose item
    • How to raise a Purchase order for a Serviced item
    • How to delete a line in a PO
    • Saving Supplier Acknowledgments
    • How to process returned stock
    • How to process returned stock - credit form
    • How To - Customer returns manual process - Bradford
    • Customer Collection manual - Bradford
  • Planning
    • How to view and Understand Planning Management information v2.4
    • How to - Move a call off and replan
    • How to use Batch Planning
    • How to view doorset production tracking
    • How to update forecast invoice date
    • HOW TO - Print paperwork from desktop home screen
  • Procurement
    • How to create a PO for managed stock
    • How to Raise a PO for non managed stock
    • How to GRN and save delivery note
    • How to Set minimum Stock Quantity Level
    • How to check Stock levels
    • How to View a PO and the Mill Cutting List- Grangemouth process only
    • How to process a supplier return
    • How to Handle Purchase Ledger queries
    • How to use the purge button when materials doubling up
    • How to raise a material requisition stock transfer request
    • How to and when to use Monday.com and inteldoors cost matrix - on Hold
    • How to create a stock code
    • How to Create a stock code - Ironmongery Detail video
    • How to add pallets
    • How to raise a Purchase order for a serviced item
  • Stock Control
    • How To Confirm Goods Picked
    • How to GRN (receipt of delivered goods)
    • Sample of processed Delivery note
    • How to check Stock levels
    • How to recieve a stock transfer
    • How to process returned stock
    • Customer returns manual process - Bradford
    • Customer Collection manual note
    • Complete a stock adjustment
    • Complete a Perpetual stock check and a Full Stock Check
    • How to search for stock and check its bin location
    • How to locate stock to a bin location
    • How to create a call off for Bradford Mill Ancillary items
  • Transport
    • Transport Management overview
    • How to create a manifest
    • How to create a loading sheet
    • Driver POD - Bradford only
  • Non Conformance
    • Non conformance help sheet
    • How to Raise and complete a Nonconformance
    • Non conformance - Damaged manual sheet - completed by operator on shop floor
  • Despatch
    • How to Despatch when items missing and are to follow - Grangemouth
    • How to Despatch
    • How to update forecast invoice date
    • How to Despatch when goods to follow - Bradford only
  • Invoicing
    • How to Save a POD and Invoice
    • How to View a POD and Invoice
    • How to complete invoicing in Bistrack - Grangemouth process only
    • How to raise a customer credit against an invoice - Grangemouth Process only
    • Troubleshooting - Invoicing
    • Despatch/Invoicing management
  • Shopfloor Workstations
    • Drop in - Palletisation
    • CNC Shopfloor machines
    • Shopfloor Glazing
    • Shopfloor Frames
    • Doorset production tracking
    • Door production tracking
  • System
    • How to Set up a new User in Rtis - IT only
    • How to remove a User Locks
  • Reports
    • How To Approve a Purchase Order
    • How to view and understand BI Reports
    • How to view and use the purchase order report
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