Learning Path: Administrators

💡This path lists the topics for your company's BOS Enterprise administrator. QuickEasy sets up BOS Enterprise; the administrator changes setups when the business changes.

New to BOS Enterprise? Start with Learning Path: Every User.

1. Users and Access#

• User Access: Explains how access works in BOS Enterprise, where each kind of access is set, the access options and Transaction Access.
• User Settings Setup Tutorials: Shows how to add staff and users, grant transaction access, copy a user's access, edit user settings and change passwords or Tracker app PINs.
• User Settings Explained: Lists every user setting by area, from Accounting, Email and Items and Inventory to Production Planning, Service Manager and System.

2. Settings and Setup#

• Setup Order: Lists the setup modules of BOS Enterprise and the order in which a new database is set up, with links to each step.
• Settings: Describes how BOS Enterprise settings work, the top row buttons and the General, Transactions and Users tabs where settings are added.
• Statuses: Describes header and Item statuses for transactions, their settings fields and how to create and edit a status.
• Transaction Setup: Describes the Transaction Types screen and its Status, Copy Rules, Input Fields, Output, Categories and Checklist tabs.
• Menus: Describes how to set up Menu Groups and Menu Templates, with their list and edit view fields, menu settings and tile menu options.

3. Output and Reports#

• Output: Describes how to set up the Output button with Output Templates for reports and transactions, and lists the onscreen output options.
• Output Data Pipelines: Lists the Data Pipelines that each module's Output Templates can use, from customers and transactions to accounting, inventory, production and Service Manager.
• Custom Reports: Describes how to run and edit Custom Reports, with the buttons, header fields and the Fields, Actions and Output tabs of the report editor.
• Dashboard: Describes the Dashboard of custom reports and the user settings that set its rows, columns, reports and automatic refresh.

4. Automate#

• Transaction Approvals and Checklists: Describes the checklist interface, how to use checklists on transactions and the Approvals module with its access settings, buttons, filters and fields.
• Workflow Setup: Shows how to build a workflow module: its statuses, actions and dependencies, input fields, output, settings, and user and supervisor access.
• Custom Actions Reference: Describes the modules that can use Custom Actions, how users run them, the Actions Setup screen, the item types and the access settings.
• User-Defined Fields: Describes how to add User-Defined Fields, with their buttons, filters and fields, the editor types and notes on SQL lookups and stored procedures.

5. Keep Track#

• Changelog: Describes the Changelog and Audit features that track changes to records, with their buttons, filters, fields and technical setup steps.
• Error Messages: Lists the access, setting and delete messages that BOS Enterprise shows, where each appears and how to fix it.