Administration Archives - Page 4 of 4 - Formpak Software - Software for the Formulation & Ingredient Industries

Administration, Documents & Reports 20/07/2023

Delete document versions

Delete document versions Background: When documents are authored for items such as raw materials and formulations, they can be automatically updated based on changes to key information. A document update results in a new version of the document being authored. This can sometimes be unexpected and you may want to delete the latest version. How to delete unwanted document versions: If you have an unwanted document version for an item, you can delete the current version to remove it. You can contin...

Administration, Parties 20/07/2023

Adding a New Supplier

Process for adding a New Supplier Go to Add a New Supplier Enter Code e.g ‘FRAGCO’ Enter Name e.g ‘Fragrance Company’ Add any other details for the Supplier you feel relevant such as address and telephone numbers To add details of a specific contact select the Contact Tab, or go to step 9 Once in the tab click Add New Contact Fill out the relevant details of a contact for the supplier Click Save to save the contact Click Save again to save the new Supplier Last updated...

Administration, Documents & Reports, Parties 20/07/2023

Adding a New TO

Process for adding a New TO Go to Add a New TO Enter Code e.g ‘FORM’ Enter Name e.g ‘Formpak’ Add any other details for the TO you feel relevant Click the Contact tab Click Add New Contact Fill out the relevant details of a contact within the company Click Save to save the contact Click Save again to save the new TO Last updated Apr 2016...

Administration 20/07/2023

Adding a New User

Process for Adding a New User Go to Add a New User Add a User ID eg.”SAM” Add a User Name eg.”Sam Smith” Add a Password of eight characters or more with upper and lower case letters, numbers and a special character Confirm Password Click Save The next screen will show you roles that you can append to the new user. Select which roles are applicable for the User (you can select multiple roles) and click Save. Examples include: Administrator’ has the top level of permi...

Administration, Documents & Reports, Parties 20/07/2023

Adding TO details to a Document

Process for adding TO details to a Document Go to Manage Document Content In Document Design select document e.g ‘CLP Annex II SDS’ Click Add New Content Enter Code ‘bottomCompany.’ followed by the Code for the TO e.g. ‘bottomCompany.FORMPAK’ Enter the Name and Address into the Content as a single line Click Save Go to Manage Document Requirements for Party In Party enter the TO Click Add Select Document Type e.g ‘CLP Annex II SDS’ In the Sender bo...

Administration, Items 20/07/2023

Attachments Overview

Attachments Overview Attachments are documents or files, produced outside of Formpak, which can be uploaded to Formpak. For example, you can upload supplier Safety Data Sheets, specifications, customer restrictions and projects. You can add attachments to items (raw materials and formulations), to parties (TO’s, customers and suppliers) and to projects and tasks. Before uploading an attachment it is necessary to add ‘Attachment Types’. The role of Attachment Types is to organis...

Administration, Documents & Reports 20/07/2023

Automated Document Re-supply

How do I automatically update and re-supply documents? You can use different functions within Formpak to control how, why and when documents are updated and re-supplied. Properties can be automatically recalculated on an ongoing basis using Automatic Processing. Documents can also be automatically revised based on changes to key properties. These key properties are ‘Versioning Properties’ and can be found in ‘View a Document Type’. You can specify conditions under which a...

Administration, Projects & Tasks 20/07/2023

Account Manager Overview

Account Manager Overview Account Managers are a way of expressing relationships between people at your organisation and companies with whom you work like customers and suppliers. Internally you may have different people assigned with responsibility for different parts of the customer experience and you can reflect this using Account Managers. For example you could have a Sales Account Manager, a Product Development Manager and a Document Manager. Account Managers are searchable, for example you...

Administration, Documents & Reports, Parties 20/07/2023

Adding a Company logo to a TO

Process for adding a Company logo to a TO Go to Modify a TO Select TO = ‘Company name’ Select the Attachments tab Click Add Attachment Select Attachment Type = Logo Enter Name = ‘Logo Name’ Click Browse and select the logo file (Must be PNG format) Click Save to save the Attachment Click Save to save the TO Last updated Apr 2016...

Administration, Parties 20/07/2023

Adding a New Customer

Process for adding a New Customer Go to Add a New Customer Enter Code e.g ‘FORM’ Enter Name e.g ‘Formpak’ Add any other details for the Customer you feel relevant To add details of a specific contact select the Contact Tab, or go to step 9 Once in the tab click Add New Contact Fill out the relevant details of a contact for the customer Click Save to save the contact Click Save again to save the new Customer Last updated Sept 2017...