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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 |
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- 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.
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