Charline Crugnola

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Recent activity by Charline Crugnola Recent activity Votes

  • User authentication methods for Winner Bizz

    1. Settings
    2. Logging on to WB

    In Winner Bizz, there are four options of configuring the users login method for Winer Bizz. Access the logon option to Winner Bizz via Other > Application settings > Application settings > System ...

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  • How to consult JSON File of a supplier order

    1. Purchase
    2. Supplier orders

    In Winner Bizz, if the user has sent a JSON file as part of a supplier order it will be saved in the Customer follow-up in the Document tab.   In Supplier orders go to the Ordered tab and select th...

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  • How to create a supplier order with web page or web service

    1. Purchase
    2. Supplier orders

    In Winner Bizz, to order with a web page or web service go to Purchase > Supplier orders. Select the supplier order and click Order details.     Depending on the ordering method chosen the button ...

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  • How to configure the supplier to order by calling a web page or web service

    1. Purchase
    2. Supplier orders

    In Winner Bizz, to choose the way the user orders with a supplier go to Purchase > Suppliers.   Select the supplier the user wishes to configure and click Edit.     Go to the Order settings tab an...

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  • Customise a printing

    1. Sales
    2. Printing

    In Winner Bizz, when the user starts the printing process it is possible to customise the document, for example, adding a cover, a logo, general sales conditions or modifying the content of the doc...

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  • How to add document for printing

    1. Sales
    2. Printing

    Summary General Locations Placing the imported document Locations of documents Graphical batch print Sales conditions Follow-up documents Document box Existing file General Locations Users ...

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  • Add a printing to your favourites

    1. Sales
    2. Printing

    In Winner Bizz, when printing a document, users can add a printout as a favourite: In the Printing list window, select the All tab. Right-click on the desired printout template and select Set as...

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  • Introduction to Workflow

    1. Settings
    2. Workflow settings

    The purpose of this section is to explain how to set up your Workflow and how to customize it in Winner Bizz. To configure rules to communicate with third-party applications click here.   Summary ...

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  • How to setup an e-signature

    1. Sales
    2. E-signature

    In Winner Bizz, users can set up an e-signature, or use a service such as DocuSign, to electronically sign sales contracts.   Configure e-signature account (general) Go to Other tab. Select Applic...

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  • Winner Bizz 12.0e9 - Hotfixes

    1. Installation & Updates
    2. Release Notes

    Project FR-30373: Error when edit building project Email DE-28833: Fix line breaks display in plain text emails Add job for synchronization in email timer Manage Connection closed gracefully in ...

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