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162 total results found

My Account / Statements

WebPresence Customer Account/Trade Management

Configuration & Staff Setup

HR Module

Licensing The module is enabled by the HR Module Installed setting (System Configuration, Licensing Data group). Until it is set, the HR menu is hidden entirely. System settings The HR Features group in System Configuration contains: Allow User To Change Empl...

HR Rules & Entitlements

HR Module

The rule and entitlement screens live under Administration > HR. Set them up in this order: absence types, blackout dates, conflict rules, then entitlements. Absence types Administration > HR > Manage Absence Types The system ships with a standard set of absen...

Holidays

HR Module

Everything here is under HR > Holidays. What each person can see follows their role: staff see themselves, managers also see the staff who report to them, and HR sees everyone. My holidays HR > Holidays > My Holidays/Entitlement View The staff member's own vie...

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

NCompass B2B (accounts integration)

WebPresence

Helpdesk Introduction

WebPresence NCompass B2B (accounts integration)

Helpdesk Promotional Information Block

WebPresence NCompass B2B (accounts integration)

The Helpdesk supports an optional promotional/information block which is displayed at the top of the Helpdesk when content has been configured. This block can be used for promotional banners, service announcements, important customer information, or other cont...

WebPresence

Calculus Knowledgebase

Calculus Product Labels (WIP)

Calculus Knowledgebase WebPresence

Use Product Labels to add clear product messaging across your storefront. You can create either standard image badges or flexible service rows for delivery, finance, promotions, availability and other customer-facing information. Product Label Library The Prod...

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

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

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

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

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

Invoice and Order Output - Emailing Only Where a Specific Address Is Held

Sales (Legacy)

Overview NCompass can be told what to do with a quote, order or invoice at the moment the sale is saved – print it to A4, print it on the receipt printer, email it, or hold it as a pending print. Sites that need more than one of those use the custom output sty...