Sapphire Tools Index – Overview
The Sapphire Tools Index provides the SapphireOne user with a comprehensive list of Sapphire common and unique / location specific tools which includes a basic description of the functionality and an article link for each tool.
Sapphire Tools Index – Common Tools
| Tool / Article Link | Description |
|---|---|
| Apply Formula | The Apply Formula tool is used to batch modify fields within the entire global scope of SapphireOne utilising the application of a custom formula. |
| Query By Formula | The SapphireOne Query by formula tool allows the user to execute and also save a query on a transaction inquiry subset using a specified custom formula. |
| Query By SQL | Article Pending |
| Quick Report | The SapphireOne Quick Report editor is made available by SapphireOne for the purpose of creating ad-hoc reports in the Design and Application environment. |
| XML Table Export | The SapphireOne XML Table Export tool enables the user to save the current transaction inquiry to an XML (Extensible Mark-up Language) document. |
| Re-Index | The SapphireOne Re-Index tool will delete the existing indexes from your data file and will create new indexes. We recommend running prior to month end. |
| Write | SapphireOne Write Pro offers SapphireOne users an advanced word-processing tool, fully integrated with your SapphireOne database. |
| View | Sapphire View tool is a functionality and form area that enables the SapphireOne user to embed spreadsheet features and word processor documents in their forms. |
| Sapphire Custom Report | The Sapphire Custom Report feature allows users to create a myriad of different reports from all available data tables and fields from within SapphireOne. |
| Sapphire Custom List Report | The Sapphire Custom List Report contains preexisting report templates which allow users to quickly create reports of different dataset lists in SapphireOne. |
Sapphire Tools Index – Specific Tools
| Tool / Article Link | Description |
|---|---|
| Add Promotion | The Sapphire Add Promotion tool enables the SapphireOne user to add a promotion to any rebate in association with inventory, for a particular client or vendor. |
| Add Uniform Leave | The SapphireOne ‘Add Uniform Leave’ Tool is used when an employee or group of employees need a common type of leave to be added to their Working Transactions. |
| ADI Time Import | The SapphireOne ADI Time Import Tool imports a text file that records Employee Names, Allowance Types and Allowance Hours within a working transaction. |
| Allocate 0 or 100% | The Allocate 0 to 100% Tool enables the SapphireOne user to efficiently elect to fully allocate or unallocate multiple transactions in a quick and dynamic way. |
| Allocate Task Inventory | Within SapphireOne Planning Quote functionality in Job Project we have provision for the selection of Inventory items that can be allocated to the Job project. |
| Allocation | The SapphireOne Allocation Tool enables the user to select a particular transaction and either allocate or unallocate or reallocate that particular transaction. |
| Analysis for Allocation Audit | The purpose of the Analysis of the Allocation Audit tool is to provide the SapphireOne user with a detailed analysis of allocations that may have discrepancies. |
| Audit Set Leave | The Sapphire Audit Set Leave tool enables the SapphireOne user to view an audit report of set leave entitlements of a particular employee and select time period. |
| Back Orders Process | The Back Orders Tool allows for the management and updating of Back Orders in SapphireOne displaying all Back Order Transactions and items yet to be delivered. |
| Batch Add and Remove | Sapphire Batch Add and Remove tools allow users to add a batch number to a group of Receivables/Payables transactions that can be queried, sorted and searched. |
| Batch Create | The Sapphire Batch Create tool enables the SapphireOne user to create vouchers on a particular Serial/ Batch inventory and assign a Number of Voucher and Value. |
| Batch Email | SapphireOne user has the ability to email sales and purchase transaction types from within the inquiry screen and they will be emailed directly from SapphireOne. |
| Batch Export and Import | Sapphire Batch Export and Import tool enables SapphireOne users to bulk export and import all documents or files from your live data file to single merged file. |
| Batch Link | The Sapphire Batch Link tool gives the SapphireOne user the ability to establish a link between one or more documents to an item within the SapphireOne datafile. |
| BrandScope ATS | BrandScope partnership provides the SapphireOne client with access to a global wholesale marketplace and a direct B2B connection to Clients and Vendor partners. |
| Broadcast SMS | The Sapphire Broadcast SMS tool, is linked to the SpliceCom telephone system, and enables the SapphireOne user to send an SMS notification to selected contacts. |
| Bulk Change Pay Period Date | The SapphireOne Payroll/HR Working Transactions Bulk Change Pay Period Date tool is used when a number of employee’s pay dates are to be altered or changed. |
| Cancel Temporary Removal From BAS | Temporarily Removal BAS Sapphire Tool is used to undo the removal of specific transactions from the BAS, using the Temporarily Remove from BAS SapphireOne Tool. |
| Change Password | The SapphireOne Change Password tool has been specifically designed for changing passwords and enabling the user to set up an unlimited number of passwords. |
| Change Priority | The Sapphire Change Priority tool enables the SapphireOne user to alter the priority on one or multiple tracking notes at once within the SapphireOne data file. |
| Check for Duplicate PVI | The Sapphire Check for Duplicate PVI tool enables the SapphireOne user to search the SapphireOne history data file for Purchase Vendor Invoice (PVI) duplicates. |
| Clear TTD and History | The Sapphire Clear TTD and History tool enables the SapphireOne user to efficiently clear data entry in an Employee inquiry in the fields of TTD and History. |
| Clone | SapphireOne Clone functionality allows the user/s to quickly and efficiently clone various SapphireOne data tables and sources within the SapphireOne data file. |
| Clone to Location | SapphireOne Clone Inventory to Location functionality allows the user to quickly and efficiently clone inventory to a new location in the SapphireOne data file. |
| Clone Transaction | The SapphireOne Clone Transaction tool enables the SapphireOne user to make a copy or duplicate of a time sheet transaction or multiple time sheet transactions. |
| Close | The Sapphire Close tool provides the SapphireOne user with the ability to select/ highlight a number of Tracking Notes and alter their current status to closed. |
| Convert to SCI or PVI | The user should be aware that this tool has been added as a convenient means to convert the currently highlighted OCI or OVI that remains unopened to an SCI or PVI. |
| Copy & Swap GL Budget Tools | The Sapphire GL Budget Tools enable the SapphireOne user to alter multiple General Ledger budgets at the one time and processes all items highlighted on screen. |
| Copy to Client & Vendor | Sapphire Copy to Client & Vendor tool enables the SapphireOne user to clone or link an existing contact to a client or vendor setup in the SapphireOne datafile. |
| Copy Transaction | The Sapphire Copy Transaction tool enables the SapphireOne user to copy a transaction/group of transactions, and generate a replica or duplicate in SapphireOne. |
| Copy to Client or Vendor | SapphireOne Copy to Client or Vendor is a tool that is accessed from your Contact/CRM inquiry, efficiently copying contact details to a specific client/vendor. |
| Create Adjustment Note | A SapphireOne Adjustment Note is required if you have previously issued and/or been requested to issue a Tax Invoice for a supply of a taxation adjustment note. |
| Create Hunter Dispatch.txt | Sapphire Create Hunter Dispatch.txt tool enables the SapphireOne user to generate a Hunter Dispatch electronically in text file format directly from SapphireOne. |
| Create Manifest and Link to Manifest | The Sapphire Link to Manifest and Create Manifest tools enable the SapphireOne user to apply sales invoices to an existing manifest, or generate a new manifest. |
| Create Manifest by Carrier | The Sapphire Create Manifest by Carrier tool enables the SapphireOne user to create a manifest organised by carrier i.e. modes of transport or delivery company. |
| Create Toll Dispatch DAT | SapphireOne Create Toll Dispatch DAT tool will create a Star Track Dispatch note and is invaluable for creating dispatch electronically directly to Star Track. |
| Create Manifest Run | The SapphireOne Create Manifest Run tool enables the SapphireOne user to create a manifest for a particular delivery run. |
| Create Periodic Invoice | The Sapphire Create Periodic Invoice tool enables the SapphireOne user to create an invoice on a periodic basis for clients who make regular recurring payments. |
| Create Toll Dispatch DAT | SapphireOne Create Toll Dispatch DAT tool will create a Star Track Dispatch note and is invaluable for creating dispatch electronically directly to Star Track. |
| Create Transfer | Sapphire Create Transfer tool allows the SapphireOne user to transfer Serial/ Batch items one or more at a time at a time and creates the required transfer TGJ. |
| Custom Modify | The Sapphire Custom Modify tool allows the user to make changes to posted records. These are Date in, Date Due, External Reference, Tag, Check Status, and Memo. |
| Custom Modify Log | SapphireOne Custom Modify Log will track any changes that have been made to a transaction. The user wants to be able to go and identify the change that was made. |
| Debug | SapphireOne Debug tool has been designed specifically for the SapphireOne Price Book inquiry and is used for the purposes of debugging and updating Price Books. |
| Decrypt & Encrypt Private (TFN) | The SapphireOne Decrypt & Encrypt Private (TFN) tools protects the Tax File Number identity for client’s, employees within the SapphireOne datafile. |
| Delay One Day | Sapphire Delay One Day tool allows the user to select/highlight one or more actions from the list and delay all of the selected actions by one day automatically. |
| Do Not Pay | SapphireOne Do Not Pay tool enables the user to elect to exclude some employees from a particular pay run and does not want pays to be processed at this time. |
| Duplicate | SapphireOne Duplicate inventory tool simply and efficiently duplicates an inventory item or a group of inventory items, a common shortfall within ERP offerings. |
| Email Custom Reports | The Sapphire Email Custom Reports tool enables the SapphireOne user to email one or multiple custom reports directly from SapphireOne to particular recipients. |
| ETA | Sapphire ETA tool has three functions available for users and is one of the collapsed items in the tools menu. The three sub items are Update, Export and Import. |
| Event Find | The SapphireOne Event Find tool enables the SapphireOne user to search for a particular event by a type or time period within the Project Risk Register screen. |
| Expiry Date | SapphireOne Expiry Date tool enables the user to set a new expiry date or change an expiry date on all or selected inventory items with serial or batch numbers. |
| Expiry Increase | The SapphireOne Expiry Increase tool enables the user to extend the expiry date timeframe by a selected amount of days on a single or multiple inventory item/s. |
| Export Action List | The SapphireOne Export Action List tool enables the user to export selected Action pages information and relevant records, and generating it into a spreadsheet. |
| Export Activity Quantity by Period | SapphireOne Export Activity Quantity by Period tool enables the user to export Job Project Activity quantities on a period by period basis is exported CSV file. |
| Export ATP | The Sapphire Export ATP tool enables the user to export a customised spreadsheet report containing a specific ID and start date from Job Projects General Ledger. |
| Export ATP Summary | The Sapphire Export ATP tool enables the user to export a customised spreadsheet report containing a specific ID and start date from Job Projects General Ledger. |
| Export Contract Summary | This tool enables the Sapphire User to Export Contract Summary to a CSV file, which is viewed using the default spreadsheet program in the operating platform. |
| Export Custom Report to PDF | SapphireOne Custom Report to PDF falls under the Export title and is designed for generating a Sapphire Custom Report to PDF within SapphireOne Inventory mode. |
| Export Inventory Budget Balances | Sapphire export inventory budget balances tool will use Job projects. This tool will export Inventory Budget Balances on a period by period basis to a CSV file. |
| Export Inventory Income and Expenditure | Sapphire Export Inventory Income and Expenditure tool will export a CSV file to the local hard drive SapphireOne will then open it and display the exported file. |
| Export Sales Invoice Against Plan | The Export Sales Invoice Against Plan tool allows the user to select one or more Job Projects from the list on screen and export the data to a CSV file. |
| Export SPS ASN.XML | Article Pending |
| Find by Container | The Sapphire Find by Container tool enables the SapphireOne user to perform an Advanced Find with selected items from the pick list on the Advanced find screen. |
| Find From Line | Sapphire Find from Line tool enables the SapphireOne user to perform an Advanced Find with selected line items from the pick list on the Advanced find screen. |
| Find Invalid TFNs | SapphireOne Find Invalid Tax File Number (TFN) tool enables the user to search within the employee record and locate any Tax File Numbers determined as invalid. |
| Find No Sale Client | The Sapphire Find No Sale Client tool allows a review all of the Active Clients that have had no sales for a selected period. They may then be set as inactive. |
| Find No Sale Item | The Sapphire Find No Sale Item tool enables the SapphireOne user to search and view all Inventory stock in the data file and find items that have not been sold. |
| Find Unused Account | The Sapphire Find Unused Account tool enables the SapphireOne user to review all of the General Ledger Accounts that they currently have active and find unused. |
| Find Valid TFN’s | Sapphire Find Valid TFN’s tool enables the user to search within the SapphireOne employee record and locate any Tax File Numbers that are determined as valid. |
| Folder Import | Article Pending |
| Generate Build | The Sapphire Generate Build tool enables the SapphireOne user to create a build journal or build order journal of selected inventory items or materials. |
| Generate CR From BMCS Distrubition.txt | Article Pending |
| Generate MP from Expensify CSV | Generate MP from Expensify CSV uses character recognition to convert your stored Expensify receipt images to SapphireOne Money Payment (MP) as a cash payment. |
| Generate Requisition | The Sapphire Generate Requisition tool enables the SapphireOne user to generate a requisition for stock from a Sales Client Invoice or an Order Client Invoice. |
| Generate Star Track Dispatch DIN | Star Track Dispatch file is suitable for integration into the Start Track system. Generating the .DINS will be a timesaver within your logistics in SapphireOne. |
| Generate Vendor Connect | Article Pending |
| Generate Vendor Order | The Sapphire Generate Vendor Order tool enables the user to create an unposted Vendor Invoice with the particular inventory items required for that transaction. |
| Generate VI From Invitbox CSV | Article Pending |
| Grouping | Sapphire Grouping tool enables the user to group matrix inventory and label a group accordingly, and is used by apparel, equipment and manufacturing industries. |
| Hire Calendar | For hired inventory items SapphireOne has provided a Gantt chart so that the user is able to see at a glance exactly when any Inventory item has been hired out. |
| Import | Article Pending |
| Import (Price Book 2) | SapphireOne Import tool allows the user to import new Price Book entries as raw data into the SapphireOne datafile overwriting existing entries with new values. |
| Import Price Break | Once a SapphireOne user has set up the price book they can use the import price break tool, allowing them to set up a variety of prices for clients and vendors. |
| Import Prices (Inventory) | Sapphire Import Prices tool enables the user to import pricing on inventory and efficiently change the prices of inventory directly from a spreadsheet document. |
| Include Deleted | Selecting the Include Deleted tool function from the Sapphire Tools menu will tell SapphireOne to display any deleted items/records as well as the normal items. |
| Include Finished | The Sapphire Include Finished tool enables the user to view a list of all Job Projects contained within the SapphireOne data file that have a status of Finished. |
| Include Inactive | The Sapphire Include Inactive tool enables the user to view all inventory records and items that have a status of inactive, typically not displayed in the list. |
| Inventory Vendors | The Sapphire Inventory Vendors tool enables the SapphireOne user to update a single vendor, a subset of vendors or all vendors from the inventory inquiry screen. |
| Last Arrivals | The Sapphire Last Arrivals tool enables the SapphireOne user to display the last arrivals and is used in conjunction with barcode scanners. |
| Label Print Per Line Quantity | The Label Per Line Quantity Writer is a very versatile label design function that provides users with various ways to create and print custom labels as required. |
| Leave Calendar | The Sapphire Leave Calendar tool enables the user to view employee leave entries within a daily, weekly or monthly calendar within the SapphireOne application. |
| Load Delivery Run | The SapphireOne Load Delivery Run tool is used within Manager Manifest Inquiry and enables the SapphireOne user to add Delivery Run to the Manifests you choose. |
| Location Change | The SapphireOne Load Delivery Run tool is used within Manager Manifest Inquiry and enables the SapphireOne user to add Delivery Run to the Manifests you choose. |
| Locked Record | Sapphire Locked Record tool enables the user to view the status of a Transaction that has been automatically locked preventing the user from posting the record. |
| Make Inactive | The Sapphire Make Inactive tool enables the SapphireOne user to select a single or group of Vendors, Clients or Inventory Items that they wish to Make Inactive. |
| Market BMCS Billing.TXT Extended | Article Pending |
| Market BMCS Invoice.TXT Accelerated | Article Pending |
| Market BMCS Invoice.TXT Extended | Article Pending |
| Market BMCS SMCS.CSV | Article Pending |
| Mark Finished | Sapphire Mark Finished tool enables the SapphireOne user to efficiently and simply mark a single Job Project or group of Job Projects as Finished and completed. |
| Matrix Table | Sapphire Matrix Table Tool enables the user to check the level of inventory items or stock in a graphical style matrix table also known as a Colour-Size matrix. |
| Merge Invoices | The Sapphire Merge Invoices tool enables the user to merge un-posted invoices for the same Client or Vendor and generate one invoice from all open transactions. |
| MRP Recalc Forecast | The Sapphire MRP Recalc Forecast tool will balance supply and demand providing the SapphireOne user with a supply forecast to cater or budget for future demand. |
| MRP Recalc Required | The Sapphire MRP Recalc Required tool will balance supply and demand providing the SapphireOne user with a supply forecast to cater or budget for future orders. |
| No ABN Summary | Sapphire No ABN Summary tool enables the user to produce a report of all Vendors who do not have an Australian Business Number (ABN) entered in the master file. |
| No Sale Item | SapphireOne No Sale Item enables the user to search a list of inventory items that have had no sales within a particular timeframe i.e. monthly, quarterly, etc. |
| Open Allocated Lines | The Sapphire Open Allocated Lines tool enables the SapphireOne user to display all allocated inventory/stock lines for a particular order or sales transactions. |
| Open Base Inventory | Sapphire Open Base Inventory tool provides the SapphireOne user the ability to view a base inventory inquiry when an Inventory Locations inquiry screen is open. |
| Open Billing Run | The Sapphire Open Billing Run tool enables the SapphireOne user to display a list of selected transactions that are ready for billing within Job Projects. |
| Open Linked Audit Lines | Sapphire Open Linked Audit Lines tool enables the user to display the audit lines for a particular Client Transaction and view the individual transaction lines. |
| Open Linked Invoice Lines | The Sapphire Open Linked Invoice Lines tool enables the SapphireOne user to open all linked invoices and display them in lines on the history sales screen. |
| Open Linked Invoices | The Sapphire Open Linked Invoices tool enables the user to view any invoices that are linked to the selected transaction list currently displayed on the screen. |
| Open Linked Price Book | Article Pending |
| Open Linked Serial Batch | The Sapphire Open Linked Serial Batch tool enables the user to view linked serial or batch inventory items within a transaction from History Sales Line Inquiry. |
| Open Linked Tracking Notes | Sapphire Open Linked Tracking Notes tool enables the user to view all Tracking Notes entered by a SapphireOne user that are linked to a particular Job Project. |
| Open Linked Transactions | The Sapphire Open Linked Transactions tool enables the SapphireOne user to view all linked transactions to the highlighted transaction or group of transactions. |
| Open Related Serial Batch | The Sapphire Open Related Serial Batch tool enables the user to view an inventory serial batch when an Inventory Locations inquiry screen is displayed. |
| Other Athelete Foot Import | Article Pending |
| Other Find from Line | Article Pending |
| Pacific Commerce Export Acknowledgement | The Sapphire Pacific Commerce Export Acknowledgement tool enables the user to export acknowledgements directly from SapphireOne to their Pacific Commerce (EDI). |
| Pacific Commerce Export Invoices | The Sapphire Pacific Commerce Export Invoices tool enables the SapphireOne user to export invoices from the SapphireOne datafile to the Pacific Commerce (EDI). |
| Pacific Commerce Import Orders | The Sapphire Pacific Commerce Import Orders tool enables the SapphireOne user to directly import orders from their Pacific Commerce Electronica Data Interchange. |
| Pacific Commerce Upload Acknowledgement | Sapphire Pacific Commerce Upload Acknowledgement tool enables the user to upload acknowledgements from their Pacific Commerce EDI directly into their data file. |
| Pacific Commerce Upload Invoices | Sapphire Pacific Commerce Upload Invoices tool enables the SapphireOne user to upload invoices from Pacific Commerce EDI directly into the SapphireOne datafile. |
| Password Update | SapphireOne Password Update tool enables the users to set up unlimited numbers of passwords that are controlled by the organisational chart in your SapphireOne. |
| Pay Import | Article Pending |
| Post Transactions | SapphireOne Transaction Inquiry allows the user to post from within a transaction inquiry screen within any of the modes e.g. Accounts, Inventory, Job Projects. |
| Power Add Line | Article Pending |
| Power Recalc | Article Pending |
| Print Hunter Manifest Report | The SapphireOne Print Hunter Manifest Report enables the SapphireOne user to print a manifest report created for shipping with Hunter directly from SapphireOne. |
| Print Moveit Manifest Report | The Sapphire Print Moveit Manifest Report tool enables the SapphireOne user to print a detailed, hard copy of a Manifest report for a Moveit automated delivery. |
| Print Toll Manifest Report | SapphireOne Manifest allows for various tools within the Tools drop-down menu, and one of these tools is Print Toll Manifest Report. |
| Prioritise Selection | Article Pending |
| Push Price | The Sapphire Push Price tool enables the SapphireOne users to update the sell price or Create a Price Book for all inventory items, in their relevant locations. |
| Push to Location | The Sapphire Push to Location tool enables the SapphireOne user to efficiently copy inventory or a group of inventory prices and push them to their locations. |
| Query Allocated Transactions | SapphireOne Query Allocated Transactions tool will display a subset within all allocated transactions of your current Payables and Receivables transaction list. |
| Query Linked Transactions | SapphireOne Query Linked Transactions Tool is designed for Accounts History mode and displays Client Invoices (CI) linked via allocation to Client Receipt (CR). |
| Quick Leave Info | SapphireOne Quick Leave Info Tool is designed to work within Payroll/HR Working Transactions mode and provides leave information for one or multiple employee/s. |
| Read MRP Time Sheet | Article Pending |
| Re-Open | The Sapphire Re-Open tool has been provided so the user is able to select or highlight any number of tracking notes, and alter their current status to Re-Opened. |
| Recalc Forecast | The SapphireOne Recalc Forecast tool enables the SapphireOne user to aggregate history usage data and generate a forecast estimate for required inventory levels. |
| Recalc Required | SapphireOne Recalc Required tool enables the SapphireOne user to recalculate the required inventory levels from within Material Requirements Planning (MRP). |
| Reload Pay | SapphireOne Reload Pay Tool is designed for anybody working in Payroll/HR without having to close Working Transactions screen to go and run Start New Pay again. |
| Remove Barcode | Article Pending |
| Remove Duplicates | SapphireOne Remove Duplicates Tool is designed for SapphireOne’s Contacts, also known as CRM, and identifies duplicates allowing the user/s to remove or delete. |
| Remove From Batch | The Remove From Batch Sapphire tool will remove a receipt from a batch of transactions provided the receipt has not yet been reconciled. |
| Reorder | The Sapphire Reorder tool allows the user to automatically create an Order Vendor Invoice (OVI) for inventory items that are required for reorder by the Vendor. |
| Reschedule | The Sapphire Reschedule tool enables the SapphireOne user to reschedule a Job Project by entering the new completion date they want to change the Job Project to. |
| Resources Calendar | The SapphireOne Resources Calendar tool enables the SapphireOne user to view all Resources allocated to a Job Project in a calendar/chart display e.g. employee. |
| Retrieve to Current | SapphireOne Retrieve to Current functionality will retrieve transaction/s from History and enables the user/s to either reallocate or reverse the transaction/s. |
| Reverse PGJ | Article Pending |
| Reverse Transaction Tools | SapphireOne Reverse Transaction tools are a very useful set off tools to be able to facilitate the automatic reversal of transactions unllocating automatically. |
| Sales Support | The Sapphire Sales Support tool function has been provided for Sales staff requiring access to selling prices and are for the sale of single inventory items. |
| Season | The SapphireOne Season tool enables the SapphireOne user to update all Season inventory in the selected record to the indent season and clear the indent season. |
| Serial Check | SapphireOne serial numbers are assigned incrementally or sequentially to Serialised Inventory and Serial Check provides a means to identify any inventory items. |
| Set Complete Date | The Sapphire Set Complete date tool allows the SapphireOne user to enter a completed or finish date when the action is considered to be completed in SapphireOne. |
| Shift Import | Article Pending |
| Show Parent Child Related | SapphireOne Parent-Child Relationship in SapphireOne’s client and/or vendor master table record, establishes a relationship between a parent company and child. |
| Show Standing Transactions | The ‘Show Standing Transactions’ SapphireOne tool can be used to filter and display all standing transactions only within a transaction inquiry window. |
| SKF Send To SEA | Article Pending |
| Split | The Sapphire Split tool enables the SapphireOne user to split a single or group/subset of sales or purchase transactions from within SapphireOne inventory mode. |
| SPS Commerce Tools | Sapphire SPS Tools enable the SapphireOne user to manage SPS Commerce from SapphireOne by uploading/exporting reports, invoices, orders, acknowledgements, etc. |
| Stock Scan Count and Stock Count | SapphireOne StockScanCount tool enables the SapphireOne user to do a stock count and has been designed for the adjustment of stock levels and inventory counts. |
| Stockton Export | Article Pending |
| Stockton Report | Article Pending |
| Strip CR From Notes | Article Pending |
| Swap Bay Location | The Sapphire Swap Bay Location tool gives the SapphireOne user the ability to enter a quantity of batch inventory and then move it to a new bay/ shelf location. |
| Swap Component | The Swap Component tool allows the user to replace any updated or unavailable components in built items in your Inventory. |
| Temporarily Remove From BAS | The ‘Temporarily Remove from BAS Sapphire Tool allows the user to select specific transactions and exclude them from the BAS Query. |
| Toggle Active, On Hold & Web | Sapphire Toggle Active tool gives the SapphireOne user the ability to update a status of an inventory item or group of inventory items to Active, OnHold or Web. |
| Unlock | The ‘Unlock’ Sapphire Tool allows users to change the status of un-posted transactions from Lock to ‘Unlock’ so that transaction can be Modified or Deleted. |
| Update Award | The SapphireOne Update Award tool enables the SapphireOne user to update the conditions of employment or remuneration for one employee or a group of employees. |
| Update Employee FX | The Update Employee FX Sapphire Tool allows users to update the FX Rate on a selection of employee records at a time. |
| Update Period Leave | The Sapphire Update Period Leave tool enables the SapphireOne user to update the leave of an employee or multiple employees for a selected pay period i.e month. |
| Update Project | The Sapphire Update Project tool has been provided to give the SapphireOne user the ability to link a Job Project directly to highlighted base Inventory Item/s. |
| Update Status to Active/Inactive | The SapphireOne Update Status to Active/Inactive tool enables the SapphireOne user to update the status of a voucher or multiple vouchers to Active or Inactive. |
| Updating Prices by Markup and Margin | The SapphireOne Client Updating Prices by Margin and Mark Up tool enables the user to select entire sections of inventory and update the prices simultaneously. |
| Verify Un-posted | The Verify Un-posted tool enables the SapphireOne user to search all un-posted records or selected un-posted inventory records within the SapphireOne data file. |
You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.