Difference between revisions of "Initial setup"
Jump to navigation
Jump to search
Line 17: | Line 17: | ||
# [[Accounts|Define or update your account chart]] | # [[Accounts|Define or update your account chart]] | ||
# [[AccountingTemplates|Optionnally, define accounting entry templates with computations]] | # [[AccountingTemplates|Optionnally, define accounting entry templates with computations]] | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
== Sales setup == | == Sales setup == |
Revision as of 14:26, 10 April 2015
Français Español{{#CustomTitle:Initial setup}}
Minimal setup
Before using Gestinux, you must enter a minimal set of parameters.
- Confirm the language
- Define and possibly create the database to use.
- Enter informations about your company or your organization.
Accounting setup
You must then check some accounting basic informations
- Define fiscal years
- Define accounting journals
- Define or update your account chart
- Optionnally, define accounting entry templates with computations
Sales setup
Then, if you want to make quotes and invoices, you must setup or check basic data, depending of legal requirements varying in different countries, and to your commercial practices.
- Sales categories
- Taxes (V.A.T and other taxes)
- Tariffs
- Payment modes
- Sales units
- Sales document layouts
- Customer groups
- Product groups
- Contact titles
- Delivery areas
Ready to go
You can then start using Gestinux