Read First: ASIC and presets
What you should know about the priority order of importing data and settings you must do before you can try any workflows in your system.
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What you should know about the priority order of importing data and settings you must do before you can try any workflows in your system.
Last updated
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You cannot get up and running without ASICS.
ASICS is an acronym for the following types of data:
Accounting
Suppliers
Items
Customers
Stock levels
Make sense?
You need this cornerstone data in your system to run any type of workflow.
You can use the preset Chart of Accounts. You'll find these here:
Accounting>Chart of Accounts
The Worker's list contains a list of people who interact with your system. They either have access to the main Salesorder application or the TAP. In the latter case, they are independent Sales representatives.
The import templates have a Workers column. Before you import data into the Salesorder system you should set up your Workers, either manually, or via the Workers import template.
If you are using multiple currencies, read this - .
To manually add more accounts see:
To import new accounts see .
You'll need a Bank Account to model and try incoming and outgoing payments. See .
See .
See .
Import your Suppliers. See .
If you want to enhance your Supplier reporting, see .
Import your Items. See.
Import your Customers. See .
If you want to enhance your Customer reporting, see .
See .