Follow these steps to setup your trial.
1. Study the Mindmap
A step by step overview of the trial journey. Click here to open the Trial Mindmap.
2. Admin / Company details
Master administrator credentials and support contact details. Set; Fiscal period, General ledger base currency, Date format, Local time zone,
HQ address.
3. Set Chart of Accounts
Set a minimal GL account structure.
If necessary you can easily add new accounts to the simplified Chart of Accounts.
4. Add Currencies
5. Add Bank Accounts
6. Add Customers
Create some ‘test’ Customers manually, or import them using the import template. IMPORTANT: If you are using currencies, make sure you set the right currency on each customer you create.
7. Enable Shipments and Email
Enable Pick-Pack-Ship, and include tracking of drop shipped and non-stock Items in this workflow. Connect your business email (integrated mail).
8. Add Suppliers
Manually create or import Suppliers., so as you can create and receive Supplier Purchase Orders for stock, or automate dropshipping. IMPORTANT: If you are using currencies, just make sure you set the right currency on each Supplier you create.
9. Do you need the WMS?
Our Saas ERP has a built-in warehouse management system (WMS). It tracks every journey of every individual SKU and streamlines every type of owned or 3rd party warehouse operation. Skip to step 13 if you don’t need the WMS.
10. Add Warehouse management
11. Barcode scanner simulator
The WMS barcode app normally runs on an Android handheld device e.g. a scanner.
You don’t need a barcode reader to evaluate the WMS. The WMS has a built tool to simulate a scanner on your PC screen. The WMS scan simulator mitigates the need for purchasing Android hardware to complete your initial evaluation
12. SKU masters and the WMS
Watch before you setup your SKUs!
Depending upon whether you are using the warehouse management system (WMS), there are some key differences of the Item master user interface. To simulate the real world the WMS ‘installation’ adds new controls, fields, and a ‘transfer’ Supplier and ‘Customer’ to your system.
13. Add Stock (No WMS)
If you sell inventory from your stock room, but have not enabled/installed the built in warehouse management system (WMS), you can create the Item Masters and set their respective stock levels.
You can either create the Item masters and set their respective stock levels manually or import them using the Item import template. It’s a good idea at this stage to keep the number of Stock Items to a minimum, just to keep things simple.
14. Add Stock (WMS enabled)
If you have installed/enabled the built-in warehouse management system (WMS), you can create the Item masters manually or import their details i.e. Item code, Barcode, Description, Sales unit price, Purchasing unit cost, etc.
To set the stock levels, at this stage, and to simulate the real world the most practical step is to create a Purchase Order on the Supplier you created in a previous step. You can then receive the stock via the Goods In tab on the Warehouse management console.
Note in this example, the stock value is not adjusted. See this next video to understand two different methods for recording the value of the incoming stock in the Stock Asset account in your balance sheet on your general ledger.
15. Set WMS Stock Value
Setting Incoming Stock Value with WMS.
There are two methods for recording the value of the incoming stock. In both cases, they use the Item Receipt document. One method is automated, the other is manual.
16. Add Dropship Items
Next steps....
Well done! You have created the baseline setup. Now it’s time to try out some workflows. Just click here to learn about workflows .