Working with documents: the basics

Most operations in Bimp are documents linked to each other. This section describes the mechanics shared by all documents: create based on, links, reposting, archive, additional fields and what to do when a document does not save.

Start here: Creating a document based on another: the deal chainHow to create the next document of a deal in Bimp based on the current one: a payment, a shipment, a supplier order, without re-entering data.3 min read

The Links tab: all documents of a deal in one placeHow to see all documents linked to an order in Bimp: payments, shipments, supplier orders. The link tree, buttons and search.
How to change or repost a posted documentHow to edit a posted document in Bimp or repost it without changes to recalculate balances and cost price, even if production has already been created from it.
How to delete or archive a document, directory record or productBimp does not delete documents, directory records or products permanently: they are cancelled and archived. How to do it, restore a record and handle stock.
External links in documents: Google Drive, websites, filesHow to add a link to Google Drive or a website to a customer order, supplier order, work order or production order, and how to open, change and delete it.
Additional fields for products and counterpartiesHow to create your own additional fields for products and counterparties in Bimp, and then fill them in on the product or counterparty card.
Common interface errors: NaN instead of numbers and report totals when searchingWhat to do if Bimp shows NaN instead of numbers, and why a report total does not change when you type text into the search field.