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AR Setup Steps | Description | Help Manual | Tutorial Video | Templates / Docs | Customer Est. Time | Consulting Est. Time | |
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Set Up Terms | |||||||
Set Up Service Charges | |||||||
Set Up Salesperson | |||||||
Set Up Taxes | |||||||
1) Set Up Customers | In order to use ARSales Processing, customers need to be entered and set up in the system. | ... | ... | 1 hr for Import 2-840+ Hours for Setup | As needed | ||
2) Set Up Items | AR Sales activity is focused around item. Items determine the gl accounts, inventory impact, pricing, etc. when invoicing | ...TBD | ... | ... | 1 hr for Import 2-840+ Hours for Setup | As needed | |
3) Set Up Pricing | Pricing is set up primarily in Item Setup. If Special Pricing is active, set up can take place in the Customer Pricing Tab as well. ... | TBD | ... | ... | 1-8+ hrs | As needed | |
4) Set Up Taxing | Taxing is set up primarily in the common info section. Once taxing is setup, taxes are established for each item, and special taxing/exemption circumstances can be assigned to specific customers. | TBD | ... | ... | 12-840+ hrs | As needed | |
5) Import Beginning So/Invoice Activity or Create Manual Entries | Current active If requested, current open AR/SO activity should either be imported or manually entered into the system. | ...
| ...
| 1-840+ hrs | As needed | ||
6) Training on AR/SO/Payments | Training on the actual transnational activities | ... | ... | ... | 1-4+ hrs | As needed | |
7) Reporting | Setup and training of AR Reporting | ... | ... | ... | 1-4+ hrs | As needed |
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