helpwith.salesorder.com
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    • Step 4: Solution Plan
      • Workflow Guides
    • Must read: Data Migration
      • Read First: ASIC and presets
      • Transaction Migration Primer
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        • How to categorize Quickbooks 'Open' Purchase Orders
    • Step 5: Launch Sequence
      • T -6: System Settings
      • T -5: Baseline preparation
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      • T -3: Trial balance
      • T -2: Set Stock levels
      • T -1: User testing / Dry run
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      • Company ⛭
      • Memo ⛭
      • Ref # ⛭
      • Leads ⛭
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      • Customers ⛭
      • Credit Controls⛭
      • Jobs ⛭
      • Sales Quote ⛭
      • Sales Order ⛭
      • Sales Invoice ⛭
      • Customer Credit Note ⛭
      • Cash Sale ⛭
      • Statements ⛭
      • Shipment ⛭
      • Customer Refund ⛭
      • Delivery Notes ⛭
      • RMA ⛭
      • Pick List ⛭
      • Supplier ⛭
      • Purchase Quote ⛭
      • Purchase Order ⛭
      • Item Receipt ⛭
      • Cash Purchase ⛭
      • Bills ⛭
      • Payment to Suppliers ⛭
      • Supplier Credit Notes ⛭
      • Supplier Refunds ⛭
      • 1099 Categories ⛭
      • Kit ⛭
      • Accounts ⛭
      • Accounting Periods ⛭
      • VAT ⛭
      • Email Accounts ⛭
        • OAuth for Outlook 365 ⛭
      • Company Security ⛭
        • Two Factor Authentication
      • Classifications ⛭
      • Document Templates ⛭
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      • Sales Invoice ⛭
      • Payments from Customers ⛭
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    • ⚠ Live Shopping Carts
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    • Prestashop ⛭
  • Trade Acceleration Portal 2.0
    • TAP Users
      • Customers
      • Sales Reps
      • Sales Teams
      • Administrators
        • Configure barcode order entry
        • Get your Inventory List from QuickBooks
    • TAP UX
      • Global Brand Style
      • Themes
      • Pages
      • Blocks
        • Group Start
        • Plain Text
        • Image
        • Hyperlink
        • Menu Matrix
        • Title
        • Custom HTML
        • Block Configurations
          • Pixels and Percentages
          • Flex Box Settings
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            • Align Items
            • Column/Row Gap
            • Align Content
          • Background
          • Dimensions
          • Border
          • Slider & Carousel
          • Margin Padding
          • Overflow Settings
      • Content Management System (CMS)
  • Trade Acceleration Portal 1.0
    • Configure barcode order entry
    • Get your Inventory List from QuickBooks
  • Customization
  • Volume Automation
  • EDI
    • EDI integration via XML
  • REST API
  • Schema Documents
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  1. Live in 5
  2. Step 5: Launch Sequence

T -2: Set Stock levels

It's time to set your inventory levels in your new system. The last task in this stage is to check your Trial Balance.

Just before Launch T -4 we gave you a list of tasks that concluded with a Stock Count. If you have not already done this, you'll need to do it now.

Before you import your stock levels

Go to Setup>Configuration>Accounts>Default Accounts>Stock Adjustment

Set to the appropriate Migration account.

When you are done, set this back to an account to manage stock adjustments, i.e.Stock Write Off.

When you import stock from another system, the Credit needs to be posted to an incoming stock account.

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From Quickbooks
From another system
1

Import stock balances: No WMS? Use ‘Item import’. WMS? Use ‘WMS Stock import’.

Import stock balances: No WMS? Use ‘Item import’. WMS? Use ‘WMS Stock import’.

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2

Check Trial Balances: AR, AP, Stock Asset, and Pending Item receipt balances should match.

Check Trial Balances: AR, AP, Stock Asset, and Pending Item receipt balances should match.

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PreviousT -3: Trial balanceNextT -1: User testing / Dry run

Last updated 1 year ago

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