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Setup all required host companies

• ABN, Web address, Logos, Address, contact details etc
• Sales Channels, Divisions and Departments
• Base Currency, GST, BAS
• Set Display colour for different companies (Profile settings)
• Relationships between entities for intercompany trading (Relationships)

See: Host Company (your business/s)

Setup Chart of Accounts (can be imported from Excel)

See:

Chart of Accounts

Create financial periods. Recommend creating FY prior to starting operation in order to record Retained Earnings

See: Financial Years

Setup Delivery Charges for customers

See: Host Company (your business/s)#Currency/GST/BAS/Freight

Set Stock Control Settings

See: Maintain Stock Control Settings

Setup employees and contractors

1. Persons (who are employees)
2. Employee Records for those persons, flag if sales rep, driver etc
3. Roles to the employees

See: Adding and Managing Users in the System

Setup Customer and Supplier Terms

See: Host Company (your business/s)#DebtorandCreditorAgingTerms

Setup /wiki/spaces/SE/pages/32638092

Add all customers (Persons and Companies)

See: Importing Leads, Customers, Suppliers, People and Companies

Add all suppliers (Persons and Companies)

See: Importing Leads, Customers, Suppliers, People and Companies

Setup GL Control Accounts

Setup Bank Accounts in GL and on Host Company

See: Bank Accounts - Creating and Managing

Setup Relationships between entities for intercompany trading (Relationships)

See: Host Company (your business/s)#Relationshipsbetweenhostcompanies

Setup loans between host companies

See: Loans Between Trading Entities

Setup owned entities (owned by the host company)

See: Customers and the Debtor Card#Acompanymaybeownedbyanumbercompaniesorpersons

See: Financial Reports including Balance Sheet, Profit and Loss, Trial Balance, Aged Debt and Payable, Stock Valuation#ProfitandLossEliminatingintercompanytransactions

Setup Fixed Assets Depreciation GL accounts

See: Fixed Asset Register and deprecition

Add logo in Host Company for Invoices etc.

Review / update invoice layouts and email templates

Cash sale entity, Minimum GP%, Target markup %, Auto Allocate Invoices, Auto off credit hold, Max debtor and creditor write off adjustments

See: Host Company (your business/s)#Sales/Credits/StopSupplySection

If using price lists - Set default price list

See:Host Company (your business/s)#Sales/Credits/StopSupplySection

Setup all employees that are sales reps on orders as sales reps

Setup Host Company Profile Settings

See: Host Company (your business/s)#HostCompanyProfileSettings

Setup Host Company trading relationships (Debtor, Creditor, Loans) if multiple companies are using our system.

Setup Warehouses, stock locations + default warehouse on host company - see Warehouses and Stock Locations

Setup Stock Categories - see Article Categories

Import stock definitions and images- see Importing Articles Process

Setup Individual Supplier defaults (use by days, order cycles weeks, delivery days, Inco terms, Brands etc)

Setup price lists if required - see

Pricing when you sell products

Additional setups are required for

1. Sales Product Configurator (Article Categories, SKU settings)
2. Manufacturing (Build Processes, SKU settings)
3. External fabrication suppliers (SKU settings, Supplier online access roles)

See 

Setup all assets required for the business - eg Delivery Vehicles, Buses, etc

See: Assets and Setting up Vehicle Assets for Hire

SPF Record (on your domain registration)

The system is going to send out emails that are from your company - these will be blocked by some spam filters unless you update your internet domain registration - see details here https://en.wikipedia.org/wiki/Sender_Policy_Framework

• Microsoft have implemented two new security checks.  The simplest one appears to be an SPF record (and a very similar Sender ID record).
• Your domain registration needs to include an SPF record that tells the world (including microsoft) that our server sends emails from your email address.  
• The SPF and Sender ID records are a text record in a particular format.  There is a wizard to create the correct text to add to the text record.
• See a wizard here https://www.dynu.com/NetworkTools/SPFGenerator
• The generated SPF record starts with "v=spf1".  Change this to "spf2.0/pra" for the Sender ID record
• You will need

• /wiki/spaces/DEV/pages/33036807 to create the spf records.

DKIM (DomainKeys Identified Mail) is an email authentication technique that allows the receiver to check that an email was indeed sent and authorized by the owner of the sending domain. 

• You will need to provide us with your DKIM certificate -  The screen is at Admin > Config > Email Domains 

1. 1. Setup Stops on Host Company Entity Profiling
   2. See Tours - Setting up Bus Tours - Setup Tour Codes, Routes, Patterns, Tour Roster pattern for drivers

We will need a logo loaded into Host company.  It is used for the screens and also for printed documents.  

Recommendation is DPI approx 1000 horizontal - file type - png is the best - JPeg if lots of colours

You will need to print every document you intend to use in the system and markup changes you would like to do to them.  

Note - if you want to do the changes yourself you can > download the editor from Stimulsoft.com (yes it is free).  We will provide you with the mrt and you can from the system get a copy of the xml to use in the editor from any system transaction.

Test Everything - using the test system

• Setup users - login as those users (send a password and then login using it) - review what they can / cannot do
• Test transaction flows - from start to finish - with variations you expect to come across
• Document transaction flows - in a similar way to our help system is recommended - to become a reference and internal training document
• Check pricing, calculations done by the system
• Check all document layouts are as you would like them
• Check all email templates required have been created and their results

Do not go live until you are confident the test system does what is required.

Setup /wiki/spaces/SE/pages/32638092

Add all customers (Persons and Companies)

See: Importing Leads, Customers, Suppliers, People and Companies

Add all suppliers (Persons and Companies)

See: Importing Leads, Customers, Suppliers, People and Companies

Manually enter or import Open Invoices (Debtor and Creditor)

See: Importing Open Transactions

Stock count in the warehouse/s - do as initial stock so does not create journals

See: Stock Take - at end of count 2 "Use this stock as initial stock" - requires

• Employee to be flagged as Admin
• Root location to be a Warehouse
• Not Seeded, Not counted items only

Populate the fixed Asset register with assets being depreciated, run first depreciation journal

See: Fixed Asset Register and deprecition

Debtors are auto-created (if they do not already exist) when you search for a person or company in the sales order or purchase order form