PLANERGY has two key parts. The Purchasing Panel is where all actions related to purchase orders are carried out. This includes creating purchase requisitions, approving purchase orders, receipting delivery of goods and reconciling invoices among other tasks. The features for the Purchasing Section are covered in the User Quick Start guide. The Control Panel is where actions related to the setup, configuration and administration of the system are carried out. This guide will explain the features in the Control Panel to help you configure the system how you need it.
Access to different sections of the Control Panel will depend on the user’s administration permissions. If the user does not have permission to access a section it will not be available in the Control Panel menu when they access it. An explanation of these permissions is available in the Users section of this guide.
To access the Control Panel you can click the Control Panel link at the bottom of the Main menu on the left hand side of the screen. You can also access the Control Panel from the homepage by clicking the blue Control Panel button.
Organization
Companies
- Companies – 01 – Companies
- Companies – 02 – Adding a New Company
- Companies – 03 – Saving a Company
- Companies – 04 – Editing a Company
Departments
- Departments – 01 – Departments
- Departments – 02 – Adding a New Department
- Departments – 03 – Saving a Department
- Departments – 04 – Editing a Department
Roles
- Roles – 01 – Roles
- Roles – 02 – Adding a New Role
- Roles – 03 – Saving a Role
- Roles – 04 – Editing a Role
Users
- Users – 01 – Users
- Users – 02 – Adding a New User
- Users – 03 – User Permissions
- Users – Step 4 – Setting up users
- Users – 05 – Invoice Permissions
- Users – 06 – Shared Permissions
- Users – 07 – Administration
- Users – 08 – User Alerts
- Users – 09 – Saving a User
- Users – 10 – Editing a user
Locations
- Locations – 01 – Locations
- Locations – 02 – Adding a New Location
- Locations – 03 – Saving a Location
- Locations – 04 – Editing a Location
Catalogue
Items
- Items – 01 – Items
- Items – 02 – Adding a New Item
- Items – 03 – Saving an Item
- Items – 04 – Editing an Item
Vendors
- Vendors – 01 – Vendors
- Vendors – 02 – Adding a New Vendor
- Vendors – 03 – Saving a Vendor
- Vendors – 04 – Editing a Vendor
Categories
- Updated content coming soon
Finance Functions
Cost Codes
- Cost Codes – 01 – Cost Codes
- Cost Codes – 02 – Adding a New Cost Code
- Cost Codes – 03 – Saving a Cost Code
- Cost Codes – 04 – Editing a Cost Code
Number Schemes
Taxes
- Taxes – 01 – Taxes
- Taxes – 02 – Adding a New Tax
- Taxes – 03 – Saving a Tax
- Taxes – 04 – Editing a Tax
General Ledgers
- General Ledgers – 01 – General Ledgers
- General Ledgers – 02 – Adding a New General Ledger
- General Ledgers – 03 – Saving a General Ledger
- General Ledgers – 04 – Editing a General Ledger
Vendor Currencies
- Vendor Currencies – 01- Vendor Currencies
- Vendor Currencies – 02 – Adding a New Vendor Currency
- Vendor Currencies – 03 – Saving a Vendor Currency
- Vendor Currencies – 04 – Editing a Vendor Currency
Terms
- Terms – 01 – Terms
- Terms – 02 – Adding a New Terms
- Terms – 03 – Saving a Terms
- Terms – 04 – Editing a Terms
Units Of Measure
- Updated content coming soon