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

@@ Line 1: / Line 1: @@
-[[Initial setup/fr|Français]]
+{{DISPLAYTITLE:Initial setup}}
+== Minimal setup ==
 Before using Gestinux, you must enter a minimal set of parameters.
 # [[Glanguage|Confirm the language]]
-# [[Gdatabase|Define and possibily create the database]] to use.
+# [[Gdatabase|Define and possibly create the database]] to use.
+# [[Company|Enter informations about your company or your organization]].
-== Database ==
-Goto '''Parameters''' menu and then '''Database'''.
-[[File:gdatabase.png]]
-* in the field '''Protocol''', Select mysql-5 or postgresql
-* Let '''0''' in the field ''Port'', unless you have good reasons to put another value.
-* If you have only one computer, the servername should be '''localhost'''. Otherwise, enter it's network name or IP address.
-* You can list and select an existing database or enter a database name
-** Let the field ''Database'' empty in  version 0.5
-** Use the button in version >= 1.0
-Then click the button '''Connect'''.
-You will first be requested to identify yourself on the server, and then :
-* If the database doesn't exist, you will be prompted to confirm its creation
-* If the database already exists :
-** In version 0.5, it will be always checked and upgraded if needed for your version of gestinux.
-** In version 1.0, if it was created by an older version or if you check the box for this, it will be checked and upgraded if needed for your version of gestinux.
-For creation or upgrade, you will need to have enough rights.
-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.
-The button '''Save''' store the parameters on your computer with a name that you will be able to select later.
-The button '''Delete''' remove the current parameters, do not drop the database itself.
-== Company ==
-It might be useful to enter some informations about the company or organization you want to manage.
-These data can be printed on reports.
-Note that there is only one company in one database.
-Goto '''Parameters''' menu and then '''Company'''.
-== Fiscal periods ==
-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.
+== Accounting setup ==
-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]].
+You must then check some accounting basic informations
-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.
+# [[Periods|Define fiscal years]]
+# [[Journals|Define accounting journals]]
+# [[Accounts|Define or update your account chart]]
+# [[AccountingTemplates|Optionnally, define accounting entry templates with computations]]
-If you can provide others, specially in english or other languages, please contact the developers.
+== Sales setup ==
-You can also define manually the journals, from the menu ('''Parameters''', '''Journals''', '''Edit'''), or in Move entry before selecting a journal.
+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.
-Data to provide are :
+# [[SalesCategories|Sales categories]]
-* Journal code (10 characters or digits) for a short identifier. It must be unique in the database.
+# [[Taxes|Taxes]]  (V.A.T and other taxes)
-* Name of the journal (Up to 50 characters) to give a more detailed name to the journal.
+# [[Tariffs|Tariffs]]
-* Journal type (''Cash'' to [[BankStatements|match bank statements]], others are not used.
+# [[PaymentModes|Payment modes]]
-* Account number (For cash journal only)
+# [[Units|Sales units]]
-* Manual entry : if you uncheck, only imports will be allowed for this journal. No entry from keyboard.
+# [[InvoiceLayouts|Sales document layouts]]
-* Close date : no import or entry will be possible up to this date included. With an empty date there is no restriction.
+# [[CustomerGroups|Customer groups]]
+# [[ProductGroups|Product groups]]
+# [[ContactTitles|Contact titles]]
+# [[Areas|Delivery areas]]
-Close date can be edited and erased.
+== Rights to enter or edit setup ==
-== Account chart ==
+By default, all users can change the setup and other data.
-Then, you have to import or create some ''accounts''. (More documentation will be soon available...)
+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 is possible to import all these data from separated files, with various characteristics, produced by others applications.
+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...
-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].
+The password of an username can be changed in Gestinux as explained on [[Users|this page]]
-If you can provide exports from other softwares, other countries, or other languages, you are welcome to contact the developpers.
-== Next ==
+== Ready to go ==
 You can then start [[Using|using Gestinux]]