1place - Pre-Live Setup Settings (Checklist)

Author: Steve Childs Reference Number: AA-02830 Created: 2021-10-29 14:27 Last Updated: 2021-11-02 14:37 0 Rating/ Voters

  • Users
    • User Logins created.
    • User email settings.
    • User Security (which screens WILL or WILL NOT be visible).
  • Inventory
    • New Item defaults
    • Item Pricing Levels
    • Item Detail screen tabs and fields
    • Auto Body Supply Parts?
      • Setup PTypes table on Catalog Manager screen.
  • Purchasing
    • What will the Starting PO# be?
    • How to handle when PO Cost is changed.  (Yes auto change, No do not change, or Prompt user)
    • Sort PO line items. (Alpha, or entry order)
    • Prompt user to auto create AP Bill in QuickBooks when PO is received. (Yes or no)
    • # of Decimal places for PO price fields.
    • When List Price on PO is changed, will the Item List price be auto updated? (Set to Yes, No, prompt).
  • Customer
    • Address Types set up?  (Bill To, Ship To, or Both)
    • Customer Default Pricing.
    • Customer Custom Pricing?
    • Tax Codes updated?  
    • Tax Except fields updated?
    • Customers have default Payment Terms?
    • Customers have default Shipped Via?
  • Sales
    • Sales Transaction #'s.  (What will the Starting #'s be for Quotes, Sales Orders, Invoices, Credit Memos)
    • Sales Order Statuses?
      • Will Pick Tickets be printed on Sales Order? Or Shipping & Receiving screen?
    • Format Stock Picking Ticket
      • Do we have a Company Logo we can use?
    • Format printed Sales Order
    • Format printed Invoice
    • Format printed Credit Memo
  • QuickBooks Online Integration
    • Proper settings for Items and Customers
    • Open (unpaid) Invoices ready to be synced (and to bring the OPEN AR account UP in QBO)
    • Open (unreceived) POs ready to be synced
    • Connection to QBO created.
    • Settings on Sync screen (default QBO GL Accounts)
    • Beginning Balance Journal Entries entered.