Herschel Systems

24 June 2024 - Version 12.0040 update released to supported users. 1

• 24 June 2024 - Version 12.0040 update - supported users only.

Installing Herschel ERP 1

• Downloading and installing Herschel ERP

Networking Herschel ERP 1

• Running Herschel on your network

Upgrading Herschel ERP 2

• Upgrading your Herschel software to the latest version
• Upgrading your Herschel software - Supported users only

Using Herschel ERP 5

• Logging into Herschel
• Using the main Herschel window
• Using the Herschel options
• Printing in Herschel
• Logging out of Herschel

Setting Up Herschel 10

• Things to consider before implementing Herschel
• Initial setup checklist
• Implementing the Store module checklist
• Implementing the Buy module checklist
• Implementing the Sell module checklist

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The Store Module 15

• Partnumbers
• Families
• Stock figures
• Quarantine stock
• Scrap allowances and rounding

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The Buy Module 9

• Vendors and prices
• Purchase orders
• Urgent items
• Receiving a purchase order
• Clearing receipts for payment

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The Sell Module 12

• Customers
• Customer addresses
• Credit ratings
• Selling pricelists
• Sales orders

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The Assemblies Module 8

• What is an assembly?
• How assemblies are held on Herschel
• Speeding up the entry of assemblies
• Quotation assemblies
• The Assemblies module enquiries

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The Make Module 12

• Works orders
• How components are issued to a works order
• Issuing items to a works order
• Unplanned kit issues and returns
• Trial kitting

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The Shop Module 11

• Workcentres
• Operators
• Routes
• Assemblies and routes
• Works orders and routes

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The Plan Module 7

• What does the Plan module do?
• Entering your plan
• Non-working days
• Exploding the plan
• Ordering methods

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The History Module 6

• Sales history enquiries
• Sales history reports
• Purchase history enquiries
• Purchase history reports
• Movement history enquiries

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The Manager Module 12

• Setting up your business information
• Herschel users
• Default purchase tax rate
• Non-working days
• User defined variables

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Common Herschel problems and their solutions 12

• Herschel will not start or Herschel crashes when you're using it
• Running out of document numbers
• Incorrect stock figures
• Label printing does not fit labels
• Data corruption

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Getting more help 2

• How to submit a request for support
• The Herschel support options

Routine Maintenance 3

• Daily backup
• Month end checklist
• Periodic maintenance checklist

Useful Information & Downloads 11

• Finding the latest Herschel news
• Herschel option access levels
• Customising your Herschel documents
• Sales and Purchasing Terms and Conditions
• Linking Herschel to your accounts package

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