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training:golive_checklist

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training:golive_checklist [2012/09/05 16:22]
tanya Document moved from training:go-live_checklist
training:golive_checklist [2017/02/27 13:59] (current)
tanya
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   * **Form Setup** ​ (Invoice; Payments; Statements; PO, Add stocks)   * **Form Setup** ​ (Invoice; Payments; Statements; PO, Add stocks)
  
-  * **Invoice Tree** – ensure all invoice types required at POS are showing in your invoice tree; an invoice form design(s) and a printer(s) should be set for each invoice type to automate printing OR a general setup in place to have System5 ​prompt you at POS as to what form and what printer you would like to print to. +  * **Invoice Tree** – ensure all invoice types required at POS are showing in your invoice tree; an invoice form design(s) and a printer(s) should be set for each invoice type to automate printing OR a general setup in place to have System Five prompt you at POS as to what form and what printer you would like to print to. 
  
-  * **Peripherals** Set-up – ensure all external equipment being used at POS is communicating with System5 ​i.e. scanners, printers, payment processing, etc.+  * **Peripherals** Set-up – ensure all external equipment being used at POS is communicating with System Five i.e. scanners, printers, payment processing, etc.
  
   * If you are using barcodes and barcode scanners, print all labels and attach them to your inventory.   * If you are using barcodes and barcode scanners, print all labels and attach them to your inventory.
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-  * **Network (timeouts)** – if you are not doing your backup of System5 ​manually, speak to your IT Technician to ensure your network timeout and backup are automated.+  * **Network (timeouts)** – if you are not doing your backup of System Five manually, speak to your IT Technician to ensure your network timeout and backup are automated.
  
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   * **Chart of Accounts** – ensure this has been customized to meet your business needs   * **Chart of Accounts** – ensure this has been customized to meet your business needs
  
-  * **Categories** – these are essential to entering and holding your inventory information in System5; please ensure that these have been set up and General Ledgers for each created.+  * **Categories** – these are essential to entering and holding your inventory information in System Five; please ensure that these have been set up and General Ledgers for each created.
  
   * **Taxes** – each applicable tax (name and %) must be set up and General Ledgers created.   * **Taxes** – each applicable tax (name and %) must be set up and General Ledgers created.
training/golive_checklist.txt · Last modified: 2017/02/27 13:59 by tanya