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Setting Up Your System

Jay Malanga
09-29-2021
Tags: activities, Admin, Administrator, Company setup, designs, onboarding, systembasics, training, utilities

Company Setup

Company Setup is the area of the system where most “company-wide” settings are made.  We are going to look at some key settings in this area now, and will “circle back” as we utilize other areas of the system.  

1.    Company Locations – Used to define logos that go on invoices, quotes etc.

2.    General System Settings – Mainly used to control date headers for sales orders.

3.    Size Headers – Important Concept!  Used to control headers for sales orders.

4.    Design Types – Important Concept!  Used for determining what details you keep for different types of designs. More details are listed at the bottom of this page.

5.    Terms – Defines payment terms for Payables and Receivables.

6.    Order Types – Important Concept! Used to define how orders flow through your system.  More details are listed at the bottom of this page.

7.    Sales Tax – Used to define DEFAULT sales tax settings.  Should be done AFTER Chart of Accounts.

8.    General Ledger Defaults –Defines default accounting General Ledger entries for much of the system.

9.    Inventory – Defines valuation methods for Inventory transactions.    

 

Important Concepts - Product Sizing

 

 

Important Concepts - Order Types

 

 

Important Concepts - Managing Designs

 

 

OnSite Company Setup



Activity Setup

 

 

Procedural Considerations

1.    Who is in charge of maintaining and making changes to Company Setup?  Make sure all others do not have access.

2.    Get your Accounting Settings correct and don’t change them unless you have a VERY good reason to do so.

3.    Be careful with Size Headers.  When making a change, it changes EVERYWHERE in the system, including old transactions.  You need to figure out what works best for your company, and then DO NOT CHANGE IT.

4.    Make sure that you understand Design Types and Order Types.  These should be setup before you move on to Order Entry because they very much interact with the Order Entry process.

 

                 Design Type Procedural Considerations

1.    What Design Types will we need for our company?

2.    Will we consider a Design to be a single location or multiple locations?

3.    Will we use variations, and if so, where will we draw the line between “Designs” and “Variations”.

4.    Will we use thumbnails, and if so, how will we implement them?

5.    Who will be responsible for updating Design in the system?

6.    How much design information do I want salespersons entering for new Orders?

7.    What sort of naming convention will we use for Design Titles?  

 

                Order Type Procedural Considerations

1.    Who is in charge of maintaining and making changes to our Order Types?

2.    Do we want to drive revenue off of Line Items or the Sales Orders?  Maybe both?

3.    Do we need to restrict invoicing?

4.    What Order Types do we need for our company?