Add Getting Started guide to docs.openboxes.com

[jmiranda]

Installation

1. Create uploads directory (if not created during startup)

System

External config

1. Set currency
2. Set default logo for application and documents
3. Enable/disable accounting features

Product Master

1. Set up category tree
2. If you are using advanced product types (not just default), set product types
3. Import product master
   1. Make sure to reference exact category name in the product import, or you may get duplicate categories
4. If you want to add custom fields to product, define the fields under attributes
5. Import values for attributes
6. Add relationships between products (has to be done manually)

Location Master

1. If desired, add location groups
2. Import locations
3. The import will auto-create organizations for all locations, if you want to update the auto-created organization, do this in the location screen
4. For depots, manually check and update supported activities.
   1. For bin location tracking, supported activities should show pick stock and put away stock. Remove for no bin tracking. If your warehouse does not want to record packing data for outgoing shipments, remove pack shipments. If your warehouse does not want to enable partial receipts, remove partial receiving.

Inventory

Must be done AFTER product and Location

1. Import Bin locations (if bin tracking enabled in the location)
2. Import inventory
   1. Ensure that you reference the exact bin in the inventory or you will get an error
3. Import inventory levels if desired (do after import inventory)

Users

Can be done any time

1. Import users
2. Change user passwords (can't be done via import)
3. Import user permissions by location

People

Can be done any time

1. Check that you are not importing people that are already users
2. Import people

Accounting

1. Add role_buyer to organizations that will place purchase orders. Update the organization code - this will be the prefix that appears in front of your purchase orders.
2. Define list of order adjustment types
3. If desired, add list of possible payment terms
4. If desired, add list of possible payment methods
5. Add currencies other than default to UOM, and set conversion rate between that currency and default
6. If accounting enabled, add list of possible budget codes
7. If accounting enabled, add list of possible general ledger codes
   1. Use import to assign general ledger codes to all products

If desired, import list of product sources to reference on Pos. You can also designate preferences for these sources in the configuration tab

Other

1. Document templates (Check logos, upload new templates)