The LoMag warehouse program enables the handling of various seller data in order to issue a document to a customer. This is a useful function if you have LoMag software installed on your laptop and the software user is in another branch of the company, and wants to issue a document with the appropriate data. It is possible in three ways, which will be presented in this instruction manual.
In the database, we can configure many company accounts (e.g. branches), to do this click the settings icon in the main menu and then switch to the company tab.
In this window, the user can add a new company account using the add button. After clicking the add button, a copy of the company (highlighted in blue) will be created. The difference will be that the name "-copy" will be added with the name, along with the no country settings and currency set (all are marked).
You need to change the seller account details to match the new company or branch. If you add another branch, the TIN will probably remain the same but the other parameters should be adjusted. Below is a screenshot where the account name was changed in order to be easily recognized when later choosing the seller's account, street name, city, account number and bank name. The changes must be confirmed by pressing the OK button.
After saving the data of the new company / branch, the account name on the right side of the window will be displayed. Note that item one on the list (in bold) is the default account for all documents.
When issuing a new document (in the screenshot below it is VI) you can see that the issuing account is a test company (set as default), to change it, click on it and select "To learn Company" from the drop-down menu.
When printing an VI document by pressing the printing button, we can see the preview details of the seller issuing the document and the details of the bank account number.
Similarly, when issuing a document and choosing the previous one from the drop-down menu, which is "To learn Company Copy", it can be stated that all the data has been correctly changed to the new branch, which was previously configured in the settings of the new account.
By using the dedicated columns provided by the LoMag warehouse program, you can define the company / branch for each warehouse that will issue the document. Full instructions for dedicated columns can be found at this address. Go to the settings in the LoMag warehouse program by clicking on the program tab and select the settings from the drop-down list, or use the [CTRL + U] shortcut key. This will display a new window with the settings for the LoMag program in which you can switch to the dedicated columns tab.
Select the Warehouse from the drop-down list to enter the additional parameters.
Now enter the names of columns / parameters that we want to add other than basic (default in LoMag). Below are columns for the warehouse type, which completely change the data of the selling company, they should be confirmed by pressing the OK button.
In order to use the newly added dedicated columns, click on the program tab and select the open warehouse option, or use the [CTRL + O] shortcut, this will display a window with available warehouses.
Select the desired warehouse with the left mouse button (it will be highlighted in blue) and then press the edit button to display the edition of the selected warehouse in which you can see the dedicated columns entered previously. Fill it in with correct values and confirm the changes by pressing the OK button.
When opening a warehouse for which changes have been made to the warehouse edition, you should issue a document for the customer. In order to use all the additional columns we have added previously, we will use an example of an invoice. After completing all the data, click on the template editing icon.
On the right side of the new window, we find all the parameters that we want to replace with the values entered in the dedicated columns. Click on them with the left mouse button (highlighting them in red) and remove them by pressing the delete button on the keyboard, or click on them with the left mouse button and select the delete option from the expanded list. In the screenshot below, all items are marked in red.
The next step is to find the newly added dedicated columns present on the left side, click on them with the left mouse button and hold the button to move the column to the desired place in the document.
After entering all new seller data you can check the print preview of the document. Pressing the print preview button will display the option of printing which shows the changes made by user.
In order to use the configured template many times, the LoMag user must save it. Clicking on the templates icon will expand a new menu in which you should select the Save as option, which will display a new window in which you can enter the name for the newly configured template. Pressing the save button will add the new template in the template list.
Detailed instructions on how to configure the templates can be found at this address.
After saving the new settings, you will be able to choose the template each time you issue the document. To do this, select the name in the printout option when saving the newly configured template. Seller details will be consistent with what has been declared in the template, regardless of the fact that the company field has completely different values.
Saving the document as .pdf, or using the appropriate buttons, you can notice that the generated data are consistent with the selected template, despite the fact that we have in the document settings the company with other data of the seller, i.e. 'To learn Company'.
Therefore, it is possible to set different seller data for each of the available warehouses in LoMag software.
Creating a double workstation with two separate databases can be done in two ways: