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Initial Setup

posted Jan 3, 2016, 9:10 AM by Admin Manager   [ updated Jan 7, 2016, 11:08 AM ]
It’s important that you take the time to set the program defaults in the preferences screen.   A key area here is the setup of your company.  You are prompted to do this when you create a company for the first time.  If you skipped this step, use the preferences screen and take a look at the Company tab and update the associated fields.

Company Setup
  • Click on the preferences icon in the main toolbar to show the preferences screen
  • Click on the Company tab at the top of the preferences screen.
  • Select the company in the drop down list of vendors.  If your company has not been created, follow the create vendor workflow listed below to create a new company.   Then return to this screen to select it.
  • Locate your company logo on your computer and drag the image onto the logo box on the preferences screen.  The logo will appear on the screen.  To remove the logo, click the clear logo button.
  • Locate an image of your signature and drag the signature image onto the signature box on the preferences screen.  The signature is used on the customer outstanding payment report.
  • Select the default Payment Type for new sales orders you create.
  • Select the default Terms for new sales orders you created.
  • Enter the Invoice Notes that should appear at the bottom of all invoices that you crate.
  • Click “Close” to close the preferences screen
Review Key Preference Settings
  • Click on the preferences icon in the main toolbar to show the preferences screen.
  • Review the settings on the General Tab.
  • Click on the Company tab at the top of the preferences screen and review the settings.
  • Click on the Reports tab at the top of the preferences screen and review the settings.
  • Click on the UOM tab at the top of the preferences screen and review the settings.
  • Click on the Locations tab at the top of the preferences screen and review the settings.
  • Click on the Columns tab at the top of the preferences screen and review the settings.
  • Click on the Filters tab at the top of the preferences screen and review the settings.
  • Click on the Advanced tab at the top of the preferences screen and review the settings.
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