📄️ Creating Currencies and Setting up Exchange Rates
Create currencies and enter dated exchange-rate ratios in the currency catalog.
📄️ Setting up VAT
Review the effective company VAT status and rate catalog using the current forms.
📄️ Creating Companies, Business units, and Warehouses
Review the company card, create a business unit and warehouse, and check their saved records.
📄️ Initial setup - organization's bank accounts
Enter company bank-account details and review optional bank file-exchange settings.
📄️ Create item
Create an item, choose its stock unit and verify that it appears in the item list.
📄️ Creating a new counterparty
Create a partner with contact information and the customer or supplier roles you need.
📄️ Creating prices types
Create a manual price type, then register its item prices separately.
📄️ Customizing print forms
Distinguish reusable templates, one generated output and Print-menu visibility.
📄️ Item batches and expiry dates
Fill in a required batch and expiry date on a vendor invoice and resolve the missing-batch error.
📄️ Setting item prices
Enter and apply manual item prices with an effective date and verify the price history.
📄️ Partner and legal counterparty
Link a supplier partner to the legal counterparty required by a purchase order.
📄️ Changing the interface language
Save your user’s language preference and start a new ERP session to use the selected language.
📄️ Import master data from the current template
Procedure
📄️ Maintain bank reference data
Procedure
📄️ Maintain partner structures and effective detail history
Procedure
📄️ Configure item types, attributes, names and duplicate checks
Procedure
📄️ Create and select item characteristics
Procedure
📄️ Set packaging and verify unit conversion
Procedure
📄️ Assign and test an item barcode
Procedure
📄️ Restrict item creation and editing by access group
Procedure
📄️ Configure serial and batch policies
Procedure
📄️ Configure document numbering series and prefixes
Procedure
📄️ Maintain work schedules and business lines
Procedure
📄️ Track signed originals separately from printing
Procedure
📄️ Calculate prices from another price or purchase basis
Procedure
📄️ Approve price changes and enforce permitted ranges
Procedure
📄️ Set a temporary price and verify prices used in sales
Procedure
📄️ Print a price list, price tags and item labels
Procedure