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20 total results found

NCompass Advanced Retail: Routing and Planning

Calculus Knowledgebase Routing

Version: NCompass v11.15+ Purpose: This guide explains how to configure and use Routing and Planning in NCompass Advanced Retail. Contents Introduction Configuration Google API Key Routing Wizard Engineer Settings Changing Routing Settings Automatic Text Messa...

requiresreview

Load Vans

NCompass WAS WAS - Stock Number Mode

Start by pressing the Load Vans option in the menu.  Select a Date Type: Delivery - Date of Delivery Dispatch - Used for Carriers, this is the date of collection rather than the date of the field call. Select the Date you are packing field calls for. Select th...

requiresreview

Picking Jobs

NCompass WAS WAS - Stock Number Mode

Picking Jobs are used in conjunction with Load Vans to get stock ready for Deliveries/Couriers. They can be used and set up in many different ways and it will require consultation before use so it can be configured correctly for your business. Picking Jobs wou...

requiresreview

Transfers

NCompass WAS WAS - Stock Number Mode

Screenshots have not yet been captured for this page. Please add them when reviewing it. Introduction A transfer moves stock from one branch or stockroom to another. The sending branch raises the transfer and sends the goods; the receiving branch has to confir...

requiresreview

NCompass Anywhere - Website

Calculus Knowledgebase NCompass Anywhere

As well as being mobile app, NCompass Anywhere is accessible in a Web Browser of your choosing by visiting anywhere.findesolutions.com This can be loaded on any device that has a Web Browser installed, be that a mobile phone, tablet, or PC. Getting Logged In ...

requiresreview

Accessing the Helpdesk from NCompass Desktop

WebPresence NCompass B2B (accounts integration)

Screenshots for this page still need to be captured and added when it is reviewed. The Helpdesk is the online portal where a customer can see the support tickets they have open with us, add to them, and raise new ones without having to telephone the Support te...

requiresreview

Reinstating Direct Debits on Agreements

Agreements (2026)

Audience: Support and Implementation. Screenshots are still to be added to this page - please capture them when reviewing. Overview When a customer cancels a direct debit collection, or a collection fails and the agreement is stopped, the agreement can be put ...

requiresreview

Authentication Token Management

NCompass Administration NCompass Security Administration

Audience: Support and Implementation. Screenshots are still to be added to this page - please capture them when reviewing. Overview Apps and web platforms that work against NCompass - Stock and Sales, NCompass Anywhere, the NCompass web screens and customer we...

requiresreview

Stock Take

NCompass WAS WAS - Stock Number Mode

Stock Take By Location Inside the desktop version of NCompass, navigate to Products > Stock Count > Stock Take by Location. This will bring up a list of all stock locations that you currently have set up in your system, along with the last time they were stock...

requiresreview

Item Lists

NCompass WAS WAS - Stock Number Mode

NCompass WAS can build lists of EAN Numbers, by scanning the EAN or the Stock Number label Start by pressing the Lists option in the Menu This will show you all lists that you have access to If you have no lists, this will be empty, you can create a new list b...

requiresreview

What is NCompass Anywhere?

Calculus Knowledgebase NCompass Anywhere

NCompass Anywhere is our latest application that brings essential reporting and management features to your fingertips. Designed to enhance your work on-the-go, the app offers a streamlined and user-friendly experience. This document will cover how to gain acc...

requiresreview

Getting Started

NCompass WAS WAS - Stock Number Mode

Introduction The Warehouse and Stock Application (WAS) is a powerful tool designed to assist warehouse operatives with stock management. Companies of all sizes can benefit from using the app, whether you operate a manned or unmanned warehouse, or store stock w...

requiresreview

SLAM and Load Carrier

NCompass WAS WAS - Stock Number Mode

SLAM (Scan, Label, Apply Label, Manifest) From NCompass version 11.16 onwards, it is possible to create consignments and print carrier labels directly from the Warehouse Scanner (WAS). Before enabling this functionality, the relevant carrier integration must a...

requiresreview

How the Invoice Assistant Reads and Matches Invoices

Purchase Invoice Assistant

When the Invoice Assistant reads a supplier invoice, it tries to work out on its own which supplier the invoice is from, which delivery or Purchase Order each line relates to, and which product each line is for. This page explains what it reads, how it decides...

requiresreview

Invoice Assistant Supplier Settings

Purchase Invoice Assistant

Most of the behaviour of the Invoice Assistant is controlled per supplier rather than system-wide, because every supplier lays its invoices out differently. This page describes the settings held against a supplier and what each one does. The AI-assisted parts ...

requiresreview

Overtime

HR Module

Everything here is under HR > Overtime. Overtime follows the same manager-then-HR approval pattern as holidays, with one extra step: after working the overtime, the staff member records the time actually taken, and HR signs off against the actuals. Remember th...

requiresreview

Goods In

NCompass WAS WAS - Stock Number Mode

There have been some changes to streamline the goods in process. There is a new option for a Two Step Goods In which allows users to preemptively tell NCompass what items are going to be received into stock via the Purchase Orders. This allows the Delivery Not...

requiresreview

Manual Store

NCompass WAS WAS - Stock Number Mode

Accessing Manual Store The Manual Store feature is used to store specific stock numbers into a stock location. To navigate to the Manual Store section on the warehouse scanner, click the burger menu icon in the top left of the screen. From the menu, select the...

requiresreview