Difference between revisions of "Setup Wizard"

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{| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;"
 
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| class="navigationTitles" colspan="4" id="top" | [[File:Customer ccexpress.png|Customer ccexpress.png]]
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| class="navigationTitles" colspan="4" id="top" | [[File:SetupWizard Billing.jpg|SetupWizard_Billing.jpg]]
 
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| class="navigationTitles" colspan="4" | Navigation
 
| class="navigationTitles" colspan="4" | Navigation
 
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| colspan="4" style="width: 265px;" | Select Search > Customer > Use the search filters to find the customer > Click the customer in the Result Grid > Click Edit.
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| colspan="4" style="width: 265px;" | Complete Intiial setup > Setup Wizard opens automtically
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
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|-
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| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
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| colspan="4" style="width: 265px;" | Once the initial setup and import is completed the system will automatically open the Setup Wizard. The Setup Wizard provides quick access to the setup options.  Once the setup is complete the user must validate the settings to verify that all of the required steps have been complete. If the setting are valid, the user will be provided the ability to continue to the software.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Chart_of_Accounts|Chart of Accounts]] - List of general ledger posting accounts. This option is review only.
 
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|-
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Tax_Management|Tax Management]] - List of tax schedules and tax codes. This option is review only.
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Term_Codes|Term Codes]] - List of term codes available for billing invoices. This option is review only.
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
 
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| style="width: 265px;" | &nbsp;
 
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| style="width: 306px;" | &nbsp;
 
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| style="width: 432px;" | &nbsp;
 
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| class="headerMainTitles" colspan="4" | Fields
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Customer No]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customercity|City]]
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#activestatus|Active]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Customer Name]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customerext|Ext]]
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerstate|State]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerbillingcontact|Billing Contact]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customeremail|Email]]
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customercountry|Country]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerterms|Terms]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerfacebook|Facebook]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxschedule|Tax Schedule]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerzip|Zip]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxexemptno|Tax Exempt No]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerphone|Phone]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerpricelevel|Price Level]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerfax|Fax]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customersalesperson|Salesperson]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerlinkedin|LinkedIn]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customeraccountmanager|Account Manager]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customertwitter|Twitter]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
 
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| colspan="4" style="width: 265px;" | [[File:CustSearch ccexpress.png|CustSearch ccexpress.png]]
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| class="navigationTitles" colspan="4" id="top" | [[File:SetupWizard Equipment.jpg|SetupWizard_Equipment.jpg]]
 
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| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Level_Types|Version/Revision Type]] - Level Types for Model levels.
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|-
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| class="headerMainTitles" colspan="4" id="customersitesTab" | Sites Tab
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Manufacturers|Manufacturer Matrix]] - Manufacturer and model setup.
 
|-
 
|-
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| colspan="4" style="width: 265px;" | [[File:Cust sitesTab ccexpress.png|Cust sitesTab ccexpress.png]]
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Equipment_Types|Equipment Type]] - Equipment Type setup.  
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&nbsp;
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| class="navigationTitles" colspan="4" | Overview
 
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|-
 
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| colspan="4" style="width: 265px;" | Sites are managed using the [[Site_Management|Site Management]] form.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Add a new site
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the results grid to Edit the site.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Search for an existing site.
 
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| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
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----
 
  
 
|-
 
|-
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| class="headerMainTitles" colspan="4" id="customertaskstab" | Tasks Tab
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| colspan="4" style="width: 265px;" | &nbsp;
 
|-
 
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| colspan="4" style="width: 265px;" | [[File:CustomerTaskTab ccexpress1.png|CustomerTaskTab_ccexpress1.png]]
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| class="navigationTitles" colspan="4" id="top" | [[File:SetupWizard Job.jpg|SetupWizard_Job.jpg]]
 
|-
 
|-
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| class="navigationTitles" colspan="4" | Overview
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Priority_Code|ETA/SLA Configuration]] - Priority Code setup.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Tasks are managed using the [[Task_Management|Task Management]] form.
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Requests|Service Requests]] - Job Request setup.
 
|-
 
|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new task
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Solutions|Service Solutions]] - Job Solution setup.
 
|-
 
|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Edit in the results grid to rdit an existing task.
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Status_Codes|Workflow Milestones]] - Status Code setup.
 
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|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Replicate in the results grid to replicate the task.
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Job_Type_Manager|Type of Work]] - Used to establish Job Types. All jobs require a job type.
 
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|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Remove in the results grid to remove the task.
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| colspan="4" style="width: 265px;" | &nbsp;
 
|-
 
|-
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| class="headerMainTitles" colspan="4" | Fields
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| class="navigationTitles" colspan="4" id="top" | [[File:SetupWizard Item.jpg|SetupWizard_Item.jpg]]
 
|-
 
|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TaskType|Task Type]]
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Product_Lines|Inventory Groups]] - Product line setup.
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#TaskDetails|Task Desc]]
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
 
 
|-
 
|-
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| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Reporting_Groups|Misc Item Groups]] - Used for reporting.
−
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|-
 
|-
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| class="headerMainTitles" colspan="4" id="customercontactstab" | Contacts Tab
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Item_Maintenance|Items]] - Inventory Management. (Required)
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | [[File:CustomerContactTab ccexpress.png|CustomerContactTab_ccexpress.png]]
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| colspan="4" style="width: 265px;" | &nbsp;
 
|-
 
|-
−
| class="navigationTitles" colspan="4" | Overview
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| class="navigationTitles" colspan="4" id="top" | [[File:SetupWizard Workforce.jpg|SetupWizard_Workforce.jpg]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Contacts are managed using the [[Contact_Management|Contact Management]] form.&nbsp;
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Workforce|Workforce]] - Servicer setup. (Required before creating jobs)
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new customer contact
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Warehouse_Setup|Warehouses]] - This option is review only.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the Results Grid to edit the site.
+
| colspan="4" style="width: 265px;" | &nbsp;
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
+
| class="navigationTitles" colspan="4" id="top" | [[File:SetupWizard Settings.jpg|SetupWizard_Settings.jpg]]
−
----
 
−
 
 
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customernotestab" | Notes Tab
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Referral_Codes|Marketing - Advertising]] - Referral Code setup.
 
|-
 
|-
−
| colspan="4" | [[File:CustomerNotesTab ccexpress.png|CustomerNotesTab ccexpress.png]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Site_Types|Service Location Types]] - Site Types setup.
 
|-
 
|-
−
| class="navigationTitles" colspan="4" | Overview
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Contact_Types|Contact Classification]] - Contact Type setup.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Notes are managed on the Notes Tab.&nbsp;&nbsp;
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Task_Type_Maintenance|Collateral Tasks]] - Task Type setup.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to add a new customer note.
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Note_Categories|Note Categories]] - Note category setup.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to search for an existing customer note.
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Chains|Nat'l/Reg Chains]] - Chain setup.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Edit option in the Results Grid to edit an existing customer note.
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Defaults|System Defaults]] - System defaults and settings. (Required)
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option in the Results Grid to remove an existing customer note.
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Inactive_Reasons|Inactive Reasons]] - Inactive Reason setup.
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | Fields
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Account_Management|User Management]] - Manage user accounts and license assignments.
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#NoteCategory|Category]]
+
| colspan="4" style="width: 265px;" | &nbsp;  
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
+
&nbsp;
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" colspan="4" | [[Glossary#NoteContent|Note]]
 
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|-
 
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| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
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&nbsp;
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| class="headerMainTitles" colspan="4" id="customerdoctab" | Documents Tab
 
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|-
 
−
| class="headerMainTitles" colspan="4" | [[File:CustomerDocsTab ccexpress.png|CustomerDocsTab ccexpress.png]]
 
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|-
 
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| class="navigationTitles" colspan="4" | Overview
 
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|-
 
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| colspan="4" style="width: 265px;" | Document are uploaded, downloaded and removed using the&nbsp;[[Documents_Management|Documents Management]] form.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new document using the Documents Management form.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the View option in the Results Grid to edit the document in the Documents Management form.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option to remove the selected Document.
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
  
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customerinvoicestab" | Invoices Tab
+
| style="width: 265px;" | &nbsp;
−
|-
+
| style="width: 306px;" | &nbsp;
−
| class="headerMainTitles" colspan="4" | [[File:CustomerInvoiceTab ccexpress.png|CustomerInvoiceTab ccexpress.png]]
+
| style="width: 432px;" | &nbsp;
−
|-
+
| style="width: 446px;" | &nbsp;
−
| class="navigationTitles" colspan="4" | Overview
 
−
|-
 
−
| colspan="4" style="width: 265px;" | Invoices are created using the&nbsp;[[Job_Management|Job Management]] form.&nbsp;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select an invoice in the Results Grid to view or edit an invoice.&nbsp;
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
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−
| class="headerMainTitles" colspan="4" id="customeragreementstab" | Agreements Tab
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | [[File:CustomerAgreementTab ccexpress.png|CustomerAgreementTab ccexpress.png]]
 
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|-
 
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| class="navigationTitles" colspan="4" | Overview
 
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|-
 
−
| colspan="4" style="width: 265px;" | Agreements are managed using the [[Agreement_Management|Agreement Management]] form.&nbsp;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select an agreement in the Results Grid to edit the selected agreement.&nbsp;
 
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|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
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  [[Category:Pages with broken file links]]

Latest revision as of 09:22, 19 February 2025

Navigation
Complete Intiial setup > Setup Wizard opens automtically
Overview
Once the initial setup and import is completed the system will automatically open the Setup Wizard. The Setup Wizard provides quick access to the setup options.  Once the setup is complete the user must validate the settings to verify that all of the required steps have been complete. If the setting are valid, the user will be provided the ability to continue to the software.
• Chart of Accounts - List of general ledger posting accounts. This option is review only.
• Tax Management - List of tax schedules and tax codes. This option is review only.
• Term Codes - List of term codes available for billing invoices. This option is review only.
 
• Version/Revision Type - Level Types for Model levels.
• Manufacturer Matrix - Manufacturer and model setup.
• Equipment Type - Equipment Type setup.

 

 
• ETA/SLA Configuration - Priority Code setup.
• Service Requests - Job Request setup.
• Service Solutions - Job Solution setup.
• Workflow Milestones - Status Code setup.
• Type of Work - Used to establish Job Types. All jobs require a job type.
 
• Inventory Groups - Product line setup.
• Misc Item Groups - Used for reporting.
• Items - Inventory Management. (Required)
 
• Workforce - Servicer setup. (Required before creating jobs)
• Warehouses - This option is review only.
 
• Marketing - Advertising - Referral Code setup.
• Service Location Types - Site Types setup.
• Contact Classification - Contact Type setup.
• Collateral Tasks - Task Type setup.
• Note Categories - Note category setup.
• Nat'l/Reg Chains - Chain setup.
• System Defaults - System defaults and settings. (Required)
• Inactive Reasons - Inactive Reason setup.
• User Management - Manage user accounts and license assignments.
 

 

 

       
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Retrieved from "https://svconthego.net/index.php?title=Setup_Wizard&oldid=3793"