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Create uploads directory (if not created during startup)
System
External config
Set currency
Set default logo for application and documents
Enable/disable accounting features
Product Master
Set up category tree
If you are using advanced product types (not just default), set product types
Import product master
Make sure to reference exact category name in the product import, or you may get duplicate categories
If you want to add custom fields to product, define the fields under attributes
Import values for attributes
Add relationships between products (has to be done manually)
Location Master
If desired, add location groups
Import locations
The import will auto-create organizations for all locations, if you want to update the auto-created organization, do this in the location screen
For depots, manually check and update supported activities.
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
Import Bin locations (if bin tracking enabled in the location)
Import inventory
Ensure that you reference the exact bin in the inventory or you will get an error
Import inventory levels if desired (do after import inventory)
Users
Can be done any time
Import users
Change user passwords (can't be done via import)
Import user permissions by location
People
Can be done any time
Check that you are not importing people that are already users
Import people
Accounting
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.
Define list of order adjustment types
If desired, add list of possible payment terms
If desired, add list of possible payment methods
Add currencies other than default to UOM, and set conversion rate between that currency and default
If accounting enabled, add list of possible budget codes
If accounting enabled, add list of possible general ledger codes
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
Document templates (Check logos, upload new templates)
The text was updated successfully, but these errors were encountered:
Installation
System
External config
Product Master
Location Master
Inventory
Must be done AFTER product and Location
Users
Can be done any time
People
Can be done any time
Accounting
If desired, import list of product sources to reference on Pos. You can also designate preferences for these sources in the configuration tab
Other
The text was updated successfully, but these errors were encountered: