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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-{{#CustomTitle:Initial setup}}
+{{DISPLAYTITLE:Initial setup}}
 == Minimal setup ==
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 # [[Glanguage|Confirm the language]]
 # [[Gdatabase|Define and possibly create the database]] to use.
+# [[Company|Enter informations about your company or your organization]].
-== Company ==
+== Accounting setup ==
-It might be useful to enter some information about the company or organization you want to manage.
+You must then check some accounting basic informations
-This data can be printed on reports.
-Note that there is only one company in one database.
+# [[Periods|Define fiscal years]]
-Go to the '''Parameters''' menu option and then choose '''Company'''.
+# [[Journals|Define accounting journals]]
+# [[Accounts|Define or update your account chart]]
+# [[AccountingTemplates|Optionnally, define accounting entry templates with computations]]
-== Fiscal periods ==
+== Sales setup ==
-Go to the '''Parameters''' menu option and then '''Periods''' and click the "+" sign to create at least one active fiscal period.
+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.
-Dates should be entered in your system's date format.
-== Journals ==
+# [[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]]
-Before you can make any accounting entries, you will have to create some journals.
+== Rights to enter or edit setup ==
-They can be imported from a file or from an accounts database produced by other accounting software. For evaluation purposes, it is advisable to start by importing a set of test data. Please read the page explaining how to [[Import journals/fr|import journals]].
+By default, all users can change the setup and other data.
-Some example [https://sourceforge.net/projects/gestinux/files/Imports%20for%20test/ sets of test data] which can be imported produced by some French software ([https://sourceforge.net/projects/gestinux/files/Imports%20for%20test/French/Sage%20Ligne%20100%20%28BIJOU%20S.A%29/ SAGE Ligne 100] and [https://sourceforge.net/projects/gestinux/files/Imports%20for%20test/French/APISoft%20Expert%20%28Promatex%29/ APISoft Expert]), are 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.
-If you can provide other test data (especially in English or languages other than French) please contact the developers on the [http://gestinux.net/forum/viewforum.php?f=10 forum].
+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...
-You can also define journals manually, from the menu ('''Parameters''', '''Journals'''), or in [[AccountingEntry|Accounting entry]] before selecting a journal.
+The password of an username can be changed in Gestinux as explained on [[Users|this page]]
-The data you have to provide is as follows :
-* A journal code (10 characters or digits) as a short identifier. It must be unique (i. e. distinct from all other journal codes).
-* The journal name (there is a 50 character maximum length) giving the full name of the journal.
-* The journal type (''Cash'' to [[BankStatements|match bank statements]], other journal types are not used).
-* The account number (For cash journal only)
-* Manual entry : if you uncheck this option, this journal will only accept imported data. You will not be able to key data in manually.
-* Close date : no import or entry will be possible before this date. If the date is left empty there is no date restriction.
-The Close date can be edited (or erased).
-== 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 [https://sourceforge.net/projects/gestinux/files/Imports%20for%20test/French/Sage%20Ligne%20100/ 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.
 == Ready to go ==
 You can then start [[Using|using Gestinux]]