Company
Setup
Set up primary company information, settlement terms and shipping
methods.
Accounting
Setup
Set up accounting period, chart of accounts and assign default
accounts.
Banking
Setup
Set up bank and bank accounts details.
Exit the New Company Wizard
Exit the Wizard and continue the setup within Interprise Suite.
System
Setup
Set up user accounts and system information such as postal codes,
currencies and tax.
CRM
Setup
Set up lead and prospect information and defaults for activities,
opportunities and campaigns.
Customer
Setup
Set up defaults for customer and sales reps and set up customer and
sales rep information.
Supplier
Setup
Set up defaults for supplier and set up supplier information.
Inventory
Setup
Set up defaults for items and set up inventory item
information.
Maintain
Setup Information
Edit/maintain setup information.