Seitenhistorie

If you have not already done so, activate multilingualism in your current system (see topic Datensprache), if applicable only with the primary language "German (DE)"

Import the Nuclet into your Nuclos system (see topic Nuclet import)

Run the job "Initialisiere Nuclet Handel"; this creates technically necessary data such as number ranges, form field labels and stock movement types.

Create a new record under Master data > Organisation and fill it with the existing data of your company

For a quicker start into development or testing, you can have the job "Erzeuge BeispieldatenCreate sample data" generate some sample data (organisation, employees, customers, articles, ...).

Adjust the Nuclet parameters in the base Nuclet if needed

If you want to use email sending, please create and fill the Systemparameter für den Mailversand and activate the created email templates.

If you want to use the DATEV export, please note points 4.4 and 4.6 of the DATEV-Integration

If you want to use SEPA, please adjust the Nucletparameter für SEPA in the SEPA Nuclet

If you want to use CAMT import, please adjust the Nuclet parameters in the CAMT Nuclet

warehouse management

• Warehouse

  • Defines various warehouses with their storage locations / storage bins
  • Shipping warehouse = warehouses from which shipping takes place. Only these stock levels influence delivery times (allows repair warehouse, complaint warehouse, etc.)

• Stock level and stock movement

  • Smallest possible storage unit
  • Stock movement = log of the changes to stock level, reservation or order
  • Stock movement type
    • These should not be renamed, as they are firmly wired into the warehouse logic
    • Selectable? = selectable in value list providers for stock-in, stock-out, stock transfer, depending on the configuration of Incoming? and Outgoing?
    • Reservation change? => changes only the reserved quantity, not the stock
    • Order change? => changes only the ordered quantity, not the stock
  • Changes to the stock level generally take place automatically through e.g. delivery notes (goods issue) and purchase orders (goods receipt)
  • However, there is also the option to influence the stock level independently of this. There are three processes for this:
    • Stock-in
    • Stock-out
    • Stock transfer

• Stock inventory

  • During a stock inventory, certain or all article groups can be inventoried in the specified warehouse
  • In the status Durchführung Execution no more stock changes are possible for the affected stock levels
  • The stock levels in Nuclos can then be reconciled with the actual stock levels
  • On the state change to Gebucht all the determined differences are then posted into the warehouse
  • After that, stock changes are possible again; the stock inventory is completed

• Checks

  • Especially in the development phase of the Nuclet, it can be helpful to quickly find inconsistencies in warehouse management.
  • For this there are Nuclet parameters that check the health of the current stock level on every change. 
  • Since this may come at the expense of performance, this check can be switched on and off via the Nuclet parameters as needed
  • See Nuclet parameters
    • Bestandsprüfung
    • Prüfe Lagerbestand Bestand
    • Prüfe Lagerbestand Bestellt
    • Prüfe Lagerbestand Reserviert
    • Stock check
    • Check stock level In stock
    • Check stock level Ordered
    • Check stock level Reserved
    • Validate stock levelsValidiere Lagerbestände
  • In addition, there is a report Fehlerreport Lagerbestand, which lists all deviations between the current stock and the sum of the stock movements

On every change to the stock level, it is checked whether the ordered quantity equals the sum of the stock movements.
In addition, it is checked whether the ordered quantity is consistent with the current stock of purchase orders.
This can be helpful to find errors in warehouse management early, but over time can also lead to poor performance.

On every change to the stock level, it is checked whether the reserved quantity equals the sum of the stock movements.
In addition, it is checked whether the reserved quantity is consistent with the current stock of sales orders.
This can be helpful to find errors in warehouse management early, but over time can also lead to poor performance.

Empfange Emails

Reads emails from the email account specified under Administration > Parameters and saves them in the email log.

RegularlyErzeuge Beispieldaten

Create sample data

Creates sample data (articles, customers, warehouses, …) for a quick start into development and testing.

OnceErzeuge Bestellvorschläge

Create purchase requisitions

Creates purchase requisitions when minimum stock levels are undercut

Regularly

Initialisiere Nuclet Emailversand

Creates the data necessary for email sending

Once

Initialisiere Nuclet Handel

Creates the data technically necessary for the trade Nuclet (e.g. stock movement types, form fields, tax rates …).
This job can be extended to make automatic adjustments after each further Nuclet update.

OnceSetze alte Angebote auf Abgelaufen

Set old quotations to Expired

Automatically sets expired quotations to the status "AbgelaufenExpired" (Nuclet parameter "Gültigkeitsdauer von AngebotenValidity period of quotations")

RegularlySetze alte Ausgangsrechnungen auf Überfällig

Set old outgoing invoices to Overdue

Automatically sets overdue invoices to the status "ÜberfälligOverdue" ("Anzahl TageNumber of days" in the payment term)

RegularlySetze alte Bestellungen auf Überfällig

Set old purchase orders to Overdue

Automatically sets overdue purchase orders to the status "ÜberfälligOverdue" (Nuclet parameter "Fälligkeit BestellungenDue date of purchase orders")

RegularlySetze alte Bestellvorschläge auf Abgelaufen

Set old purchase requisitions to Expired

Automatically sets expired purchase requisitions to the status "AbgelaufenExpired" (Nuclet parameter "Gültigkeitsdauer von BestellvorschlägenValidity period of purchase requisitions")

RegularlyValidiere E-Mail-Templates

Validate email templates

Validates all email templates

As needed

Versende Emails

Sends all emails in the email log that are earmarked for sending (Nuclet parameter "Email sofort versenden" = "N")

Regularly

Versende Erinnerungen

Sends recurring reminder emails

Regularly