Setup Order
Overview
- QuickEasy sets up BOS Enterprise for each client. Clients use this page to find the setup they need when a setting must change. Consultants use the order as a checklist.
- The order is a guide, not a fixed sequence. Some setups are revisited later, for example, to add a Transaction Type or a user.
- The person changing a setup needs the user access for it, for example, Setups > Settings & Defaults - Access Allowed (see User Access).
💡This page lists the setup modules of BOS Enterprise and the order in which a new database is set up, with links to the pages that explain each step.
Setup Menu
Info
Menus are built for each client with Menu Templates, so the Setup menu may hold fewer items, or have other names. The setup modules are listed in alphabetical order.
| Menu Item | What It Sets Up | See |
|---|---|---|
| Accounting | The Chart of Accounts, Account Categories, VAT Types, currencies, bank accounts and the accounting reports. | Accounting Setup |
| Actions | The Custom Actions that users run from transactions and reports. | Custom Actions Reference |
| Calendar Setup | The resources and resource groups shown on the Calendar. | Calendar |
| Cost Centres | The production resources whose hourly rates are used in estimating. | Cost Centres |
| Cylinders and Dies | Flexo: the cylinders and dies of your presses. | Flexo Tooling |
| Estimate Types | The frameworks for creating estimates. | Estimate Types |
| Menus | The Menu Groups and the Menu Templates that are allocated to users. | Menus |
| My Organisation | Your company details, staff, Entities, the Organigram, Shifts and notification recipients. | My Organisation Reference, Entities |
| Settings | The general, Transaction Type and user settings, and each user's Transaction Access. | Settings, User Access |
| Trackers | The Tracker app modules and their settings. | Tracker Setup (Desktop) |
| Transactions | The Transaction Types, with their statuses, Copy Rules, input fields, output and categories. | Transaction Setup, Statuses |
| User-defined Fields | The extra fields on customers, suppliers, their contacts, staff and My Organisation. | User-Defined Fields |
| Workflows | The workflow modules, with their statuses, actions, input fields, output and access. | Workflow Setup |
Setup Order
| Step | Set Up | What to Do | See |
|---|---|---|---|
| 1 | Your company and Entities | Enter the company details. If the client has more than one branch or subsidiary, create the Entities first, because users, Transaction Types, locations, items and bank accounts are linked to them. | My Organisation Reference, Entities |
| 2 | Staff, users and access | Add the staff, then add each one as a user and set their user settings and Transaction Access. Copy the access settings from one user to the next to save time. | User Settings Setup Tutorials, User Access |
| 3 | Menus | Create the Menu Groups and Menu Templates, and allocate a template to each user. | Menus |
| 4 | General settings | Work through the groups of general settings. Settings that are not added use their defaults. | Settings |
| 5 | Accounting | Set up the Chart of Accounts, Account Categories, VAT Types, currencies and the accounting reports. | Chart of Accounts, Account Categories, VAT Types, Multi-Currency Setup, Accounting Reports |
| 6 | Transaction Types | Create the Transaction Types with their properties, statuses (Accounting and Inventory), Copy Rules, input fields and settings. | Transaction Types Setup Tutorials, Transaction Setup |
| 7 | Customers and suppliers | Create the categories, regions and Price Lists, then the customer and supplier records. Set up the age analyses and payments. | Customers Reference, Suppliers Reference, Customer Age Analysis Setup, Customer Receipts Setup, Supplier Payments Setup |
| 8 | Items and inventory | Create the Item Classes, Item Categories, Inventory Locations and units, then the items and their prices. Standard items can be imported from the Online Library. | Inventory Setup Tutorials, Item Classes, Item Categories, Online Library, Item Accounting |
| 9 | Estimating | Calculate the Cost Centre rates, enable the Data Types the client uses, and create the Estimate Types. For flexo, add the cylinders and dies. | Cost Centres, Data Types Reference, Estimate Types |
| 10 | Output and emails | Design the Output Templates and link them to the modules. Set up the email settings, Email Stationery and Email Templates. | Output, Email Stationery, Email Templates |
| 11 | Approvals, workflows and Actions | Set up the checklists for the transactions that need approval, the workflow modules, Custom Actions and User-Defined Fields. | Transaction Approvals and Checklists, Workflow Setup, Custom Actions, User-Defined Fields |
| 12 | Production (if used) | Set up the Shifts, the Production Planning stages and settings, the Calendar resources and the Tracker app. | Shifts, Production Planning Setup Guide, Tracker App Setup, Tracker Setup (Desktop) |
| 13 | Service Manager and Point of Sale (if used) | Set up the Service Manager classes, categories and statuses, and the Point of Sale settings and Cashups. | Service Manager - Setups, Point of Sale, Cashup |
| 14 | Opening balances and stock | Enter the opening balances of the accounts, customers and suppliers, and the opening stock. | Accounting Take-On Balances, Stock Check |
| 15 | Check and go live | Enter a few test transactions through the whole Transaction Flow and check the output, the Ledger and the stock. Then set the close-off dates for the period before go-live. | Ledger Posting, Managing Close-Off Dates |