Certifications

Certificate category #

The certificate category forms a component of the quality assurance module, allowing you to enter the necessary certificates needed when buying products from suppliers. These certificates are associated with the relation root data in the certifications tab, confirming that the supplier is certified to sell products with the specified certifications.

Example of adding a new certificate category

When creating purchase contracts with the supplier, the appropriate certification category must be chosen to indicate the required certificate for selling the product. If the contract’s supplier lacks the selected certificate category, the contract is locked and can only be used after approval from the quality assurance user.

Example of message displayed when a contract is locked for quality assurance approval

The user with the required access right of permission “quality assurance” can access and make changes to the certificate type in rootdata.

Add a new certificate category #

  • Press or click on “New”.
  • Enter the “code” of the certificate category.
  • Enter the multilingual description of the certificate category.
  • Press or click “save” to save the added certificate category.

Please note that “descriptions” in each language are ultimately being printed on documents generated in and from Qbil-Trade.

Screens where certificate category is used #

Example of adding a new certificate category to a relation
Example of selecting the category on purchase contract screen

Certificate type #

The certificate type is part of the quality assurance module. These are the various certificate types or standards that are associated with the products supplied by a supplier. In addition to certificate categories, the certificate type is also associated with the relation in the certification tab of relation root data.

An example of adding a new certificate type

The user with the required access right of permission “quality assurance” can access and make changes to the certificate type in rootdata.

Adding a new certificate type #

  • Press or click on “New”.
  • Enter the “code” of the certificate type.
  • Enter the multilingual description of the certificate type.
  • Press or click “save” to save the added certificate type.

Please note that “descriptions” in each language are ultimately being printed on documents generated in and from Qbil-Trade.

Screens where certificate type is used #

Example of adding a new certificate type to a relation
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Updated on October 30, 2024
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FAQ'S

Accounts and Financial

  • Unable to find invoice for export in current month

    Invoices are displayed on the export screen in a particular month. The month of the invoice is taken from the invoice date and not from another date, such as the due date.

    The invoice date is therefore leading in terms of month for export periods. For example: Invoice date 22-05-2022 and due date 15-06-2022. This invoice will appear in the export under the month May.