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Onsite Training (GoLive Checklist)
| Author: Steve Childs Reference Number: AA-01799 Created: 2011-10-20 09:18 Last Updated: 2011-10-20 10:56 |
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- Pre-Visit Checklist
- Hardware:
- Server login
- MS Office, Term Server Setup
- User Accounts setup, icons setup
- OneSource.mdb installed for all users, plus desktop ICON
- TestOneSource.mdb install for all users, plus desktop ICON
- Data Conversion:
- Chart of Accounts
- Suppliers
- Inventory
- ?? AR Sales history
- Company Setup (settings set)
- QA:
- Tests to open Customers, Suppliers, Inventory
- Tests to take orders using QPC and Sales Order
- Customizations:
- Logo
- Printed Invoice customized
- Printed Stock Picking Ticket customized
- Label Printer Setup
- Labels customized
- Lists for tracking Sales Orders
- Lists for tracking Special Orders
- Lists for tracking Purchases
- Prep Laptop & projector
- On-Site Pre-Live Checklist
- Logging into the Server
- Logging Into OneSource (Test copy and real copy)
- Sales Training:
- Create Sales Order 101 with QPC (existing customer, items in stock)
- Customer XYZ Auto Body Supply
- Search: 98, Honda, Accord, Bumper, Front Bumper Cover
- Item: HO1000178
- Print Sales Order 101 and Stock Picking ticket.
- Create Invoice 101 for Sales Order 101.
- Take Order 102 with QPC (new customer, items in stock)
- New Customer: Test Company, John Doe, 12345 Some Street, Miami, FL, 33167
- Item HO1000178
- Print Order 102.
- Create Invoice 102.
- Take Order 103 with Sales Order (existing customer)
- Take Order 104 with Sales Order (new customer)
- Take Order 105 with QPC (2 parts, 1 part out of stock, create PO from Sales Order)
- Take Order 106 with QPC. (Part out of Stock), Create PO. Link to Sales Order affterwards.
- Customer records: Entering, Finding, Editing
- Customer records: How to setup pricing for.
- Creating Quotes & Sales Orders: Taking orders with QPC, and Sales Order, creating Quotes
- How to Find Items (using QPC, F10, and Inventory Management screen filters)
- How to print
- How to order 'special order' items
- How to
- Training: How to enter Suppliers
- Training: Lists (Filtering, Printing)
- Purchasing Training:
- How to create PO's
- How to create Auto PO's (#2)
- How to create Auto PO's (#3)
- How to create Auto PO's (#4)
- How to export and re-import Auto PO lists
- How to export and re-import PO's
- Accounting:
- How to Create Customers
- How to
- How to receive payments
- How
- On-Site Post Live Checklist
- Post-Visit Checklist
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