Skip to content
Call us : +44 800 0337642
  • Customer Login
Manu Online Logo
  • Products
    • Product Overview
    • Mini Enterprise Edition
    • Enterprise Edition
    • Multi Company Edition
  • About us
    • Manu Online
    • Partners
  • Pricing
  • Resources
    • Documentation
    • About ERP
    • Getting Started
    • Features & Business Processes
    • Integrations & API
    • Customer Stories
    • Blog
    • News
  • Contact Us
Free trial!

Getting Started

  • 1. Manu Online documentation
  • 2. Chart of accounts and tax codes
  • 3. Start up wizard
  • 4. Importing data

Logging in and basic use

  • 1. Logging in for the first time
  • 2. The main menu
  • 3. Reports

Partners and items

  • 1. Partner card
  • 2. Items
  • 3. Item card for materials
  • 4. Item card – Work time
  • 5. Item Card – Machine time
  • 6. Item card – Subcontract jobs
  • 7. Item card – Other cost items

Purchase

  • 1. Purchase home
  • 2. Purchase orders
  • 3 .Automated purchase order generation
  • 4. Supplier Quotations

Sales

  • 1. Sales home
  • 2. Sales orders
  • 3. Sales quotations
  • 4. Projects
  • 5. Sales forecasts
  • 6. Agreements
  • 7. Product tracking
  • 8. PRM
  • 9. Sales – Other operations

Warehouse

  • 1. Warehouse home
  • 2. Dispatch orders (Shipping)
  • 3. Receive purchases
  • 4. Customer returns
  • 5. Direct sales
  • 6. Material transfer
  • 7. Serial numbers & Lot tracking
  • 8. Stock change

Production

  • 1. Production home
  • 2. Production work orders
  • 3. Create multiple work orders
  • 4. Service work orders
  • 5. Work hours
  • 6. Work cells
  • 7. Scheduling
  • 8. Production Planner
  • 9. Factory setup
  • 9.1 Time clock

Invoicing

  • 1. Invoicing home
  • 2. Sales invoices
  • 3. Purchase invoices
  • 4. Sage Business Cloud Accounting
  • 5. Bookkeeping connection for Xero

Admin

  • 1. System settings
  • 2. Licensing
  • 3. Report log
  • 4. Start up wizard
  • 5. User Information

Integrations

  • 1. Private apps
  • 2. Web hooks

Multi Company

  • 1. Multi Company – Concepts
  • 2. Setting up Multi Company in Manu Online
  • 3. Multi Company – Orders and Invoices
  • 4. Multi Company – Internal Orders
  • 5. Multi company – defaults for tax codes and accounts
  • 6. Multi Company – Dispatching a drop ship order across companies

How to... Articles

  • 1. How to – Manufacturing in Manu Online
  • 2. Working with barcodes
  • 3. Barcodes in production
  • 4. Direct printing
  • 5. How to – Allow customers to track their orders
  • 6. How to change a product’s manufacture template

Troubleshooting

  • 1. Sales Invoice Activation
  • Home
  • Docs
  • Multi Company
  • 3. Multi Company – Orders and Invoices

3. Multi Company – Orders and Invoices

Table of Contents
  • Multi Company - Orders and Invoices
    • How does an order or invoice belong to a certain company?
    •  
    • Drop down lists of locations
    • Report filters

Multi Company – Orders and Invoices #

How does an order or invoice belong to a certain company? #

Each quote, sales order, purchase order, sales invoice and purchase invoice has a “theme”. The theme sets the visual appearance to the customer for instance on the order acknowledgement report and includes the logo and the footer.

 

The hierachy of the multi company set up that each theme belongs to only one business unit and only one company. Depending on the set up it might be that one company had only one business unit and only one theme, so this will be very simple.

 

The when creating a new sales order or sales quote, the theme is the default theme of the location of the user entering the order. The default location of a user is set in Admin – Users. This location belongs to a business unit and can be seen from the partner card of the location.  The business unit has a default theme.

 

On a sales order the business unit / theme is set from the control at the bottom of the header tab. Note that if a business unit only had one theme then the control will only show the business unit. If a company has only one business unit then it will only show at company level. This is to simply the list of choices. In practice in your own implementation then the data will be clear.

 

In some cases it is not possible to change the value. For instance if an invoices has had lines it is possible to change the theme but not the company.

 

 

  #

Drop down lists of locations #

In sales orders, a user with rights to other companies or business units needs to see inventory locations external to their own business unit so they can sell from there. For instance when entering a sales order for a drop shipment in a sales company’s territory. This is based on the stock availability check box. A user in the Warehouse section can only receive or sell  to the locations in their bu or company.

 

Report filters #

Many report selectors have a filter for All companies / Company / Business unit. This will limit the display of the results to the selected level. The use of these filters are aware of the user’s multi company rights so that a user with limited rights can not see data from outside of their business unit or company.

 

Filtered:

  • Sales orders
  • Sales quotations
  • Direct sales
  • Purchase orders
  • Dispatch
  • Receipt
  • Material transfer
  • Customer return
  • Production work orders
  • Service work orders
  • Work cells
  • Sales invoices
  • Purchase invoices

 

 

Not filtered:

  • Projects
  • Agreements
  • Sales forecasts 
  • Product tracking (i.e. serial number history

 

 

What are your Feelings
Share This Article :
  • Facebook
  • Twitter
  • LinkedIn
Updated on June 7, 2022
2. Setting up Multi Company in Manu Online4. Multi Company – Internal Orders
Table of Contents
  • Multi Company - Orders and Invoices
    • How does an order or invoice belong to a certain company?
    •  
    • Drop down lists of locations
    • Report filters
Our MRP System
  • Our Product
  • Tech Specs
  • Prices
About Us
  • About
  • Partners
  • Privacy
Contact us
  • Contact Us
Call us

UK +44 800 0337642

FIN +358 9-5655 180

support@manuonline.com

Alternative login 1
Alternative login 2

© All Rights Reserved 2010-2022 – Manu Online.

Page load link
  • English
  • Finnish