The New Company Wizard is designed to reduce the complexity associated with setting up a new company.  The wizard will provide you assistance and information as you create and store primary details of your company.

1. Sign in to the demo database. The Demo Database will serve as the template for the new company database. For example, if you choose to sign in to the Demo US database, the defaults to use will be for a US-based company e.g. currency, language, class templates etc..
   

   Note: The new company database will be created in the SQL Server instance in the server machine where the demo database is residing. See the Configuration Tool User Guide for more information.   If you do not have the demo database that you need, you can use the Database Management Console utility to re-install the demo database. See the Database Management Console User Guide for more information. See Also: User References > Manual References.

2. When you're signed in, go to the System Manager module and select the New Company Wizard under the Tools menu. The New Company Wizard will display.
3. Click Next button in the first screen of the wizard. The first setup category is displayed. The following are the tasks you can do from the New Company Wizard:
   1. Set Up Your Company Information - You will be able to perform setup maintenance as well as provide additional information regarding your business after creating your company database. The following are the options that this wizard will guide you through:
      
      • Company Setup (required)
      • Accounting Setup (required)
      • Banking Setup (required)
      • User and Security Setup
      • Customer Setup
      • Supplier Setup
      • Inventory Setup
      • CRM Setup
        

        Note: It is recommended to complete the steps in the New Company Wizard to be able to run Interprise Suite efficiently. If this is not possible, it is still important that you complete steps 1, 2 and 3 as they are prerequisites for the system to function properly.

        
        
   2. Use Defaults for Setup - Interprise Suite includes an option to use defaults for the required steps in the setup that you can modify to move quickly to the rest of the steps. Enable the option, Use Default Setup for All Required Modules in the Company Information screen. These defaults include:
      • Defaults for Banking – a default bank (Your Bank) and 2 bank accounts (Checking Account and Deposit Account) and 1 default petty cash account
      • Defaults for Accounting – a predefined Chart of Accounts applicable to general industry types, assigned posting accounts, GL class templates and financial layouts 
      • Defaults for System - Interprise Suite also has default setup items like payment terms, shipping methods and class templates to make it even faster to complete the new company setup.
        

         

   3. Import Your Company Information - An import option is also available for importing existing company data. Import options are enabled where importing for the setup item is available e.g. Customer Accounts, Inventory Items etc.

Click on the Import button to display the Import Wizard. See Also: Working with System Manager module > Importing Records.

 

 

 

---

© 2008 Interprise Software Solutions, Inc. All rights reserved.