How to Set Up

To streamline the setup and product use, there is a set of configurations that allows the product to be used right after the subscription. However, you must validate all setups available to ensure that they meet the organization's needs.

We prepared a checklist with all necessary steps to correctly set up all system functional areas:

Validate general information

Confirm the data automatically filled in and insert any missing information:

1. Create a company (see here)
2. Create series (see here)
3. Import files (see here)
4. Create exchange rates (see here)
5. Create contact types (see here)

Set up sales data

The sales process requires settings for document types, items and customers, as well as specifying withholdings and the corresponding item and entity rates.

1. Create sales documents and deliveries (see here)
2. Select the financial communication and delivery type (see here)
3. Validate sales definitions (see here)
4. Set up retail selling prices (see here)
5. Set up sales channels (see here)
6. Create customer groups (see here)

Customize documents

Adapt all documents and company elements.

1. Set up sequences for imports (see here)
2. Set up sequences in new subscriptions (see here)
3. Set up printing template (see here)
4. Associate different templates to a document group (see here)
5. Set up document sending templates (see here)