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What is ambiPRO?
ambiPRO is a powerful ERP eBusiness solution. The program can manage all business procedures for front and back office. It possesses numerous functions like import/export of data, auto data saving, print templates, reminder incl. calendar, user defined menu bars, definable reports editor, hierarchical presentation of documents and master data and a lot more.
ambiPRO Web is the consumer goods Webshop. Customers can arrange the goods display according to their wishes. Besides, Webshop runs absolutely autonomously with any provider. At predefined time data synchronization takes place, during which ambiPRO Web updates the consumer goods data base
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What MS-Office applications can be used in ambiPRO?
Word, Excel and Outlook
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I have forgotten my password. What should I do?
The administrator has access to the module „Users & access rights“. There he/she can set a new password.
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I have entered the wrong password three times and the program has closed. What should I do now?
Restart ambiPRO and enter the right password.
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How can I change my password?
Press the button “Change password” ( ) in the headline. The corresponding window will open. Enter your current password and then your new password. Confirm your new password and press “Accept”. When logging in the program next time use the new password.
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Should I exit the program every time another user wants to work with it?
It is not necessary to exit the program. Double-click on the name of the current user in the headline of the program (all processes must be closed). Confirm that you want to log out and enter the login and password of another user.
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How can I start web update?
For this purpose the module “Update” is provided in the section “Web”.
Press the button „Web-Update“ ( ). After that new files will be downloaded; their number and the process status will be displayed. After the files are downloaded the program will automatically close and restart. Log in once again. Now you can work with the new version of ambiPRO.
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It is stated in the release notes that new set forms are available. How can I load them?
To load new set forms use the function „Form patterns Web import“. Press the button “Data import” in the output mask “Set forms” and select the corresponding item.
If you have ordered some special set forms, they will be loaded after you select “User set forms Web import”.
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The support team needs my set forms to solve my problem. How can I send them?
In the output mask “Set forms” select the necessary form. Press the button “Data export” and select “Web export”.
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How can I quickly find certain data?
In ambiPRO there is the search function that can be invoked by pressing the button “Search” or key combination [Ctrl]+[F]. Enter the criteria in the opened menu and launch search.
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How can I change the sequence order of day/month/year?
The separator and sequence order of day/month/year depend on the operating system and regional settings.
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Can different users work with one and the same data records simultaneously?
Simultaneous access to a record by different users is forbidden. The record opened by one user is blocked for others.
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In what way is accomplished classification by “Document Nr.”?
Classification is carried out according the following principle: 10, 100, 101, 102, 11.
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How can I select several records?
With the help of the following key combinations you can select several records:
Ctrl + mouse click – allows selecting several records that are situated far from each other. Hold the key [Ctrl] and click on the necessary records.
Shift + mouse click – allows selecting several neighbour records. Select the upper record, press [Shift] and click on the lowest record – all records between them will be selected as well.
Ctrl + A – allows selecting all records.
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There is no e-mail address field in the print menu. I can not send my reports.
Send-function is available not for all set forms. Only the reports created on the basis of a „eTemplate“ set form can be sent by e-mal. Reports created on the base of other set forms can not be sent by e-mail. The corresponding fields in the print menu will not be displayed.
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I can not work with input masks. Buttons on the header are disabled.
Some buttons are enabled only if all mandatory fields (red) are filled. Fill all required fields and unfocus the last selected field.
The buttons remain disabled as long as the last of the filled fields is focused on.
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I want to change data in a record but fields in the input mask are blocked. How can I accomplish the changes?
To unblock fields in an input mask use the button “Modify record” ( ).
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I want to process an invoice but input fields for the monetary data are blocked. Why?
If a deviant currency has been chosen as a document currency, the input fields for the monetary data can be blocked. Input in such fields is only then possible when the first currency from the list is chosen.
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The button “Auto phone selection” does not function. Phone number is entered correctly but after pressing the button nothing happens.
Make sure that the corresponding software/hardware are available and correctly installed.
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The button “Auto letter creation” does not function. The e-mail address is entered correctly.
A letter can be automatically created and sent only if a postal program is installed.
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How can I change an already paid invoice?
The invoice must be cancelled and a new one must be created with the desired changes.
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How can I create a cancellation delivery note if there is no appropriate delivery note?
Unfortunately, in our system there is no possibility to create a cancellation delivery note without the corresponding delivery note. First, a delivery note must be created (without any order) and then converted in to a return.
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Is it possible to produce a certain number of articles without assigning S/N to every one of them separately?
To produce a certain number of articles without assigning S/N to every one of them separately, follow the steps:
1. Select “Manually” in the input mask “Generation of S/N”.
2. The S/Ns of the articles that are to be produced must be copied from the Excel table. The corresponding S/Ns of subarticles will be automatically taken from the stock.
3. Press the button “Accept”. Articles will be produced with the given S/Ns. In case a subarticle with the corresponding number is not available in the stock the article with this S/N will not be produced.
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Is there a possibility to abolish reservation of necessary articles after the creation of an order so that the input sequence of orders wouldn’t be decisive?
There is a possibility to cancel this function. It can be done in the module “Departments”, menu “Processing”. In the field “Order processing” the checkbox “Auto assign of orders” must be selected.
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I can not open the page “Substitute“ or „Chargeable repairs“ in the module „RMA“. I’m always sent to “Arrival/Goods receipt“?
Depending on what was selected during the decision-making, additional menus will be available: “Chargeable repairs” or “Substitute”.
These menus are available, though, only after the article has already arrived in stock. This can be confirmed by pressing the button “Goods receipt” in the set form „Arrival/Goods receipt”.
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Is there a possibility to classify records in an input mask by a certain column?
Press [Ctrl] and click on the corresponding column header.
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I have started several processes. How can I quickly switch from one to another?
Switching between active processes is accomplished by the key combination [Shift] + [Space]. After you press the combination the window will open where all active process are displayed.
The window remains on the display as long as the keys are pressed. Holding [Shift] and pressing [Space] you can look through the whole list. To switch to a process you must highlight it and let go the keys.
The window will not be displayed if only one process is active.
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A record can not be opened. Why?
You may have no access rights to the record.
Distribution of access rights to different records of the program modules can be done not only on the departments level (see modules „Departments“ and „Users & access rights“), but also on the level of users and their groups. The rights set in the module “Users & access rights” are applied to all records of different modules equally.
At the same time access level can be set for every single record. The button “Access” serves this aim – it opens the corresponding window.
In this window one of the available access types to the record can be set:
- For all users
- For definite users
If “For all users” is set, the access to the record is granted to all users. “For definite users” provides access to the record only to the selected users. It is impossible to restrict access to the record for the current user, i.e. the user can not delete himself/herself from the list of users who have access to the record.
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After the export of data to Excel some numbers are displayed incorrectly. Instead of comma there stands point and some numbers are displayed as dates.
For the export to Excel ambiPRO uses the configured regional settings. If they differ from the Excel settings then after the export of data to Excel numbers can be displayed incorrectly.
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How can I see all variants of a master article?
Select the desired record in the output mask “Articles”, press the button “Selection list” and choose “All variants of the master article”.
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I want to create an article with variants but the page “Variants” is not available.
The page “Variants” is available only after the necessary settings have been configured in the module “Master data/Variants settings”.
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I have created a company in ambiPRO with the Internet access but they can not login in the Webshop.
In the module “Web settings” on the page “Terms of payment” B2B system (Business-to-Business) has been chosen. In this case terms of payments must be set in the module “Clients”, page “Client”.
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I want to display a newly created article in the Webshop.
To display an article in the Webshop, the checkbox “Internet article” must be selected in the input mask “Articles”.
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Can I create a new record (an order or contact) for a certain company or person directly in the module „Clients“, so that it is not necessary every time to select the customer number company name?
Now it is possible to create a new record for a certain company or customer without leaving the module “Clients”. While in this module, press the button “New record with the selected client” and select the record that must be created.
This button can be found also in the section “History”. From there you can also run this function.
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