Initial setup

{{#CustomTitle:Initial setup}}

Minimal setup

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

1. Confirm the language
2. Define and possibly create the database to use.
3. Enter informations about your company or your organization.

Accounting setup

You must then check some accounting basic informations

1. Define fiscal years
2. Define accounting journals
3. Define or update your account chart
4. Optionnally, define accounting entry templates with computations

Chart of Accounts

Then you have to import or create some accounts. (More documentation will be soon available...)

It is possible to import all this data from separate files, produced by other applications (provided it is in the correct format). For initial testing, this is the easiest way to begin exploring Gestinux.

Currently, files produced by French accounting software (SAGE 100) are provided which you can import to set up a test accounts database. If you can provide export files from other accounts software, (originating outside France or in languages other than French), you are welcome to contact the developers.

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.

1. Sales categories
2. Taxes (V.A.T and other taxes)
3. Tariffs
4. Payment modes
5. Sales units
6. Sales document layouts
7. Customer groups
8. Product groups
9. Contact titles
10. Delivery areas

Ready to go

You can then start using Gestinux