Daily work with supplies, write-offs, balances, container openings and alcohol declarations through the local UTM service.
Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.
Before you begin
- Sign in to the appropriate workspace and check the establishment name at the top of the page.
- Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
- If an option is missing, check your plan and your role's permissions.
Setup steps
- Connect the workstation. Install UTM and the FixTech agent on the same local workstation, then activate the token for the required establishment.
- Check connectivity. Request agent and UTM status before downloading or sending documents.
- Use the appropriate tab. Supplies, write-offs, inventory counts, balances, container openings, declarations and service operations are separated.
- Monitor the result. Check the identifier, status and safe error message before trying an action again.
Check the result
A document belongs only to the selected establishment, a repeated request does not create a duplicate, and an unavailable UTM service or rejected document remains visible with a clear status.
Troubleshooting
- Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
- Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
- Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.