Difference between revisions of "Initial setup"

Latest revision as of 18:31, 31 October 2021

Minimal setup

Before using Gestinux, you must enter a minimal set of parameters.

Accounting setup

You must then check some accounting basic informations

Sales setup

Then, if you want to make quotes and invoices, you must setup or check basic data, depending on legal requirements varying in different countries, and on your commercial practices.

Rights to enter or edit setup

By default, all users can change the setup and other data.

If you want, you can create several users and forbid some changes on setup data for some of them. Up to now, this must be done with a SQL administration tool, removing some rights from some tables in the database. You can ask for help from a developer.

Menu options and buttons will always been displayed active and when some forbidden change is attempted, the user will only get an unfriendly, hard to understand message. This should be improved in the future...

The password of an username can be changed in Gestinux as explained on this page

Ready to go

You can then start using Gestinux

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-[[Initial setup/fr|Français]]
+{{DISPLAYTITLE:Initial setup}}
-== Language ==
+== Minimal setup ==
-If you have a computer localized in English (US) or French (France), the appropriate language should be selected after installation.
+Before using Gestinux, you must enter a minimal set of parameters.
-Otherwise, english is selected.
-If you are in french, you can select english by clicking  '''Paramètres''' and then '''Langages'''. Select english and click "OK".
+# [[Glanguage|Confirm the language]]
+# [[Gdatabase|Define and possibly create the database]] to use.
+# [[Company|Enter informations about your company or your organization]].
-If your mother language is not available, you will be able to translate from one of the available ones, without a specific software or IT skills.
+== Accounting setup ==
-== Database ==
+You must then check some accounting basic informations
-Goto '''Parameters''' menu and then '''Database'''.
+# [[Periods|Define fiscal years]]
+# [[Journals|Define accounting journals]]
+# [[Accounts|Define or update your account chart]]
+# [[AccountingTemplates|Optionnally, define accounting entry templates with computations]]
-[[File:Capture-Database parameters.png]]
+== Sales setup ==
-* Select mysql-5 or postgresql in the field ''Protocol''
+Then, if you want to make [[quotes]] and [[SalesInvoices|invoices]], you must setup or check basic data, depending on legal requirements varying in different countries, and on your commercial practices.
-* If you have only one computer, the servername should be '''localhost'''. Otherwise, enter it's network name or IP address.
-* Let '''0''' in the field ''Port'', unless you have good reasons to put another value.
-* Let the field ''Database'' empty to list existing databases in your server, or enter a new name to create a new database, or select an existing database name.
-Then click the button '''Connect'''. You will first be requested to identify yourself on the server. You must, of course, use an username with sufficient rights. Specially to create a new database or upgrade.
+# [[SalesCategories|Sales categories]]
+# [[Taxes|Taxes]]  (V.A.T and other taxes)
+# [[Tariffs|Tariffs]]
+# [[PaymentModes|Payment modes]]
+# [[Units|Sales units]]
+# [[InvoiceLayouts|Sales document layouts]]
+# [[CustomerGroups|Customer groups]]
+# [[ProductGroups|Product groups]]
+# [[ContactTitles|Contact titles]]
+# [[Areas|Delivery areas]]
-If the database already exists, it will be verified and upgraded for your version of gestinux.
+== Rights to enter or edit setup ==
-You will then be prompted to save the parameters. Several set of parameters can be created to manage several companies or organizations on the same server.
+By default, all users can change the setup and other data.
-== Company ==
+If you want, you can create several users and forbid some changes on setup data for some of them.
+Up to now, this must be done with a SQL administration tool, removing some rights from some tables in the database.
+You can ask for help from a developer.
-It might be useful to enter some informations about the company or organization you want to manage.
+Menu options and buttons will always been displayed active and when some forbidden change is attempted, the user will only get an unfriendly, hard to understand message. This should be improved in the future...
-These data can be printed on reports.
-Note that there is only one company in one database.
+The password of an username can be changed in Gestinux as explained on [[Users|this page]]
-Goto '''Parameters''' menu and then '''Company'''.
-== Fiscal periods ==
+== Ready to go ==
-Goto '''Parameters''' menu and then '''Periods''' and click the "+" sign to create at least one active fiscal period.
-Dates should be entered in the date format of your system.
-== Journals ==
-Before move entry, you will have to create some journals.
-They can be imported from a file or another database, produced by another software. For evaluation purpose, it is advisable to start by importing a set of test data. Please read the page explaining how to [[Import journals/fr|import journals]].
-Some [https://sourceforge.net/projects/gestinux/files/Imports%20for%20test/ sets of test data] to be imported, produced by some french softwares ([https://sourceforge.net/projects/gestinux/files/Imports%20for%20test/French/Sage%20Ligne%20100%20%28BIJOU%20S.A%29/ SAGE Ligne 100] et [https://sourceforge.net/projects/gestinux/files/Imports%20for%20test/French/APISoft%20Expert%20%28Promatex%29/ APISoft Expert]), are available.
-If you can provide others, specially in english or other languages, please contact the developers.
-You can also define manually the journals, from the menu ('''Parameters''', '''Journals''', '''Edit'''), or in Move entry before selecting a journal.
-Data to provide are :
-* Journal code (10 characters or digits) for a short identifier. It must be unique in the database.
-* Name of the journal (Up to 50 characters) to give a more detailed name to the journal.
-* Journal type (''Cash'' to [[BankStatements|match bank statements]], others are not used.
-* Account number (For cash journal only)
-* Manual entry : if you uncheck, only imports will be allowed for this journal. No entry from keyboard.
-* Close date : no import or entry will be possible up to this date included. With an empty date there is no restriction.
-Close date can be edited and erased.
-== Account chart ==
-Then, you have to import or create some ''accounts''. (More documentation will be soon available...)
-It is possible to import all these data from separated files, with various characteristics, produced by others applications.
-For a test, it will be easier to start this way.
-Currently, imports files produced by a french accounting software (SAGE 100) are [https://sourceforge.net/projects/gestinux/files/Imports%20for%20test/French/Sage%20Ligne%20100/ provided].
-If you can provide exports from other softwares, other countries, or other languages, you are welcome to contact the developpers.
-== Next ==
 You can then start [[Using|using Gestinux]]