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NCompass Advanced Retail: Routing and Planning
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...
Load Vans
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...
Picking Jobs
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...
Transfers
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...
NCompass Anywhere - Website
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 ...
Accessing the Helpdesk from NCompass Desktop
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...
Reinstating Direct Debits on Agreements
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 ...
Authentication Token Management
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...
Stock Take
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...
Item Lists
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...
What is 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...
Getting Started
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...
SLAM and Load Carrier
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...
How the Invoice Assistant Reads and Matches Invoices
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...
Invoice Assistant Supplier Settings
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 ...
Overtime
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...
Goods In
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...
Manual Store
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...