General
How to Grant & Modify Permissions on SIMS
Finding a User Account's Assigned Permission Group Go to Admin > User Accounts to identify which group the User account is assigned to. In the example below, we're selecting the user 'Shireburn' which is assigned to Group 'ADMIN'. Checking a Group's ...
SIMS Search Functionality
Accessing the Search function in any SIMS Grid Navigate to any Grid (we are going to use Support > Stock Cards as an example). To enable the search function, press any letter key on your keyboard. The search function will appear between the toolbar ...
Set up Credit Limit on SIMS
Go to SFM > Current Year > Sales > Client Maintenance > Client Details tab. Set up the Credit Days for each Client by filling in the Credit section. Fill in the Days, Limit and Term, then press Post. Go to SIMS > Admin > Groups Rights, select the ...
How to set up Mail User Settings in SIMS
Go to Admin > Local Settings. In the General tab, select 'SBS Mail' from the Email Client dropdown and click the green tick Save button. Restart SIMS. The Mail options are now visible in the Admin menu. Click on Mail User Settings, followed by ...
Managing BCRS Purchase Charges in SIMS
Introduction All purchases in SIMS are only allowed to inventory products and not to non-inventory items. With the implementation of BCRS from Monday 14th November 2022, and if you purchase products that fall within this new scheme, you will be ...
How to Change the Company Name in SIMS
To change the company name, go to Admin > Company Maintenance. In the Company Details tab, press the edit (+) button at the top left of the tab. Press the edit (^) button to the right of the 'Company Name' field to open the 'Change Company Name' ...
How to post an Adjustment in SIMS
To post an Adjustment of Stock in SIMS: Go to Main > Adjustments > Adjustment Add or Deduct. Press the + Sign to input a Stock Card. Type ? in the 'Stock Code' field. Another window will pop up to search the Stock Card, double-click on the Stock ...
How to re-download a table from SIMS to POS if data is missing from POS
POS users can update a price or add a new stock card from SIMS, but sometimes these changes are not shown in the POS system even if it has replicated multiple times. We can re-download the whole table from SIMS so that the items or ...
Creating and Updating Contracted Prices in SIMS using Excel
Creating New Contacted Prices Scenario 1: Adding a new contracted price for an existing client Go to Support > Clients and choose the client. Click on the Contracted Prices tab. Press + or 'Insert' on the keyboard. Enter the stock code and choose a ...
Adding images to POS buttons from SIMS
You can assign images to Buttons to help POS users identify a product more quickly during a sale. Buttons pictures are best created from SIMS so they can be replicated to all POS stations in the company. In SIMS, go to Main > Point of Sale > Others > ...
Creating a new SIMS User
To create a new user in SIMS: Go to Admin> User Accounts. Click on + on the top of the left sidebar. Fill in the fields for User ID (maximum 3 characters), User Name, and Group. Select the desired 'Login Rules'. Press Save. Create a password and ...
How to change SIMS login password
To change the user's SIMS password, go to Admin > User accounts. Select the user and press on the Change Password button. Type in the new password and press Save: Related Articles: How to create strong login passwords
How to Create an Advanced Filter in SIMS
The advanced filter is a tool to show select fields in any module. Below is an example of an advanced filter in Support > Stock Cards to show items with a quantity higher than Zero. Go to Support > Stock Cards. Right-click on the blue box in the top ...
How to Push a Group Right from One Company to Another in SIMS
If you have multiple SIMS companies, the user can have different permission for each and every one of them. The admin can create a group permission folder for a group or a user. This same folder is visible in all companies, but the permissions in it ...
Error: Cannot send email through SIMS
Problem The user tries to send a document from SIMS, but the email program does not open. Environment SIMS Solutions 1. Default Email Program Settings Go to Start in your Windows toolbar. Type 'Default' and click on the below: Then choose the default ...
How to Reindex SIMS
Reindex is mostly used to fix corrupted indices. If they are not repaired, the utility will indicate which databases need attention. It is important that all users are out of SIMS (and SFM if applicable) or else an alert will pop up that another ...
How to remove text and numbers from SIMS in bulk with Excel
With this method, the user can delete multiple text or numerical fields at one go using an imported Excel sheet. Go to Support > Stock Cards. In the grid menu, select 'Export to Microsoft Excel'. In the next modal, select the fields you would like to ...
Install/Reinstall Crystal Reports
To install or re-install the Crystal Reports runtime component, follow the instructions below: Close all Shireburn applications. Download the Crystal Reports from here: https://amber.shireburn.com/webshare/tools/cr10.exe Run the downloaded ...
Error: "Error reading file ... CDX file" given when using SIMS
Problem Error: "Error reading file ... CDX file" given when using SIMS. The error would quote a file with the extension '.cdx'. Environment SIMS Solution A restart of SIMS and PC will generally resolve this error. If you are using Wi-Fi, switch to a ...
How to check voucher status in SIMS
In SIMS, Vouchers can have 3 different statuses: SOLD: Voucher was issued or sold but is not yet redeemed. RETURNED: Voucher is redeemed. NOT USED: This happens when a voucher is created from SIMS for a promotion, such as to give it away for free. ...
Error: "Primary key column was not found in the excel sheet" when trying to re-import items from Excel
ERROR Error: "Primary key column was not found in the excel sheet" when trying to re-import items from Excel when you are trying to re-import items that you have amended from Excel. ENVIRONMENT SIMS SOLUTION Follow the procedure below: Re-export the ...
How to display the active SIMS companies and POS's on your account
Click on the SIMS icon and you will be prompted with the login screen. After you put in your password it will come up with the choose company option. On the lower left side, there is a printer option. Press it and a report will be generated ...
Error: 'Create a Microsoft Outlook profile' when emailing a document
Problem When trying to email a document through SIMS, this generates a pop-up asking the user to create a Microsoft Outlook profile. Environment SIMS: when selecting Email in Print Options. Solution Open Outlook and go to: File > Options > Trust ...
How do I grant or restrict access to companies within SIMS
For each user, access can be set to a defined set of companies\company in SIMS. The below changes can be done only by ADMIN users To change the access rights for users in SIMS, go to: Admin > User Accounts Highlight the user and click on User ...
How can I link a default SalesPerson, or Selling Price with a client?
In SIMS, you have the option to link a particular Salesperson and a Price category with a Client. This functionality caters for more accuracy when selling from SIMS, as the prices and salesperson are picked up automatically without the need of ...
How to run the SIMS Archive process
The SIMS Archive function reduces the size of the data store in Live by splitting the same data set in a different database, within the same company. This process improves the SIMS performance as it compacts the Live data set. Users can then access ...
Error: "Alias is not found" being shown randomly when using SIMS remotely
Problem Error: "Alias is not found." shows randomly when using SIMS Environment SIMS Solution A restart of SIMS and PC will generally resolve this error. Important: if this error is happening on all PC's AND using a remote connection, please contact ...
Error: "Uniqueness of index CODE is violated" is shown when an action requesting access code is performed.
PROBLEM Error: "Uniqueness of index CODE is violated" is shown when an action requesting access code is performed. ENVIRONMENT Shireburn Inventory Management System SOLUTION Perform a re-index and try again CAUSE This normally happens if the user has ...
Shireburn SBS API Documentation
The following link contains the information on the API calls available for the SBS Product Suite: http://apihelp.shireburn.com/
Error: "Somebody still using the system" being shown whilst archiving
PROBLEM Error: "Somebody still using the system" being shown whilst archiving OR performing other functions in SIMS ENVIRONMENT Shireburn Inventory Management System SOLUTION From Task Manager, go on the Users tab and check every user if they have ...
How to issue a Daily Sales Reconciliation report
To issue a Daily Sales Reconciliation report in SIMS, go to: SIMS > Reports > Sales Daily Sales Reconciliation If VAT Codes are needed to be shown in the same report, use the 'VAT TABLE' option as highlighted below:
How to print a delivery note
To search for a delivery note and then actually print it: Load the S/Order list. Take note of the respective S/Order reference. Open the Items Delivered tab. Highlight the required delivery note. Press the printer icon.
How to import and export data through Excel
You can export data to Excel by going to Support > Stock cards and right-clicking the blue box button in the top-left corner of the data grid (near the column headers). Then navigate to Export to Microsoft Excel and select the required fields (note ...
Exclusions on anti-virus on default Shireburn installation paths
For the best performance practice, it is recommended to set an exclusion on the default Shireburn installations paths listed below. It is important to exclude the whole Shireburn folder directory located on the server or local machine. Examples: ...
How to Update SIMS
For optimal results, update SIMS directly from the server. Important notes before updating: - SPOS Users: Close the POS replicator. - All Users: Log out of SIMS and SFM (if applicable). - Remote Desktop Users: Log out of SIMS and SFM before ...
Available Modes for Operating Stock Cards
These are the modes by which you can operate a stock card: N None E Expiry B Batch O Batch and Expiry D Expiry Day S Serial Number Y Batch FIFO Z Batch and Exprt FIFO
Setting up Budgets and/or Forecasting
To set up Budgets or Forecasting for your SIMS: Go to Company Maintenance > Others. Decide which field (group, category, department) to use on the Y-Axis of the Stock Budgets matrix. Budget Style (checking about its usage) Y axis items to exclude ...
How to Install SIMS
Installing SIMS To install SIMS, follow the below steps: Launch SIMS.exe. Press Next and accept the terms of service. Select Install only on current user. Leave the install folder path as C:\Program Files (x86)\Shireburn\WinSIMS\. Press Next. Copy ...
SIMS: How to Insert Document Footers
SIMS supports Document Footers, this is especially useful for Bank Details. Follow the below instructions to set up any document footers: Go to Support > Document Footers. Select the Transaction Type and press the Edit button . Insert any text into ...
Error: "Record is out of range" on SIMS splash screen
Problem Error: "Record is out of range" on SIMS loading splash screen. Environment SIMS installed on a Windows Machine Locally Solution Make sure SIMS is not running before going on step 2. If you are having difficulties closing SIMS, you can use one ...
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