Documents settings - Check list

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Setup of Documents is a once-off process:

1.Setup → Documents – Check document numbers, messages, set Layout files, etc.

2.Setup → Groups – Add the Cost of sales reporting group under Account group 1 (Reporting group 1). Also Add Reporting groups 1 and 2 for Document groups and Stock group 1 /2, where applicable.

3.Setup → Setup  → Salesperson – Add Salespersons.  

4.Setup → Batch types – Add Cost of sales batch (only to be used with Cost of sales settings for the Default stock item type).

5.Setup → Stock information – Unit prices, Selling price descriptions, Default Selling price.

6.Action → Accounts – Create a Cost of sales account for Trading stock.

7.Action → Creditor – Create a Sundry Supplier account.

8.Action → Debtor – Create a Cash Customer and Linking Debtors to a Salesperson.

Created with the Personal Edition of HelpNDoc: Easy EPub and documentation editor