To go live successfully please follow these steps
| Area | Status | Details | Responsibility |
|---|---|---|---|
| Admin | Setup all required host companies
| ||
| Finance | Setup Chart of Accounts (can be imported from Excel) | ||
| Sales of stock items | Setup Delivery Charges for customers See: Host Company (your business/s)#Currency/GST/BAS/Freight | ||
| Admin | Set Stock Control Settings | ||
| Admin | Setup employees and contractors
| ||
| Admin | Setup Customer and Supplier Terms See: Host Company (your business/s)#DebtorandCreditorAgingTerms | ||
| Sales | Setup /wiki/spaces/SE/pages/32638092 Add all customers (Persons and Companies) | ||
| Purchasing | Add all suppliers (Persons and Companies) | ||
| Finance | Setup GL Control Accounts Setup Bank Accounts in GL and on Host Company See: Creating and Managing Bank Accounts Setup Relationships between entities for intercompany trading (Relationships) See: Host Company (your business/s) 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 | ||
| Finance | 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 | ||
| Sales | If using price lists - Set default price list See:Host Company (your business/s)#Sales/Credits/StopSupplySection | ||
| Admin and Sales and Finance together | Setup Host Company Profile Settings See: Host Company (your business/s)#HostCompanyProfileSettings | ||
| Stock | Setup Warehouses + 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 Managing Pricing when you sell products | ||
| Services | Setup all services required - see Services General Overview | ||
| Open Transactions | Manually enter or import Open Invoices (Debtor and Creditor) - see Importing Transaction History and Setting up new Companies | ||
| Finance | GL balance history
|