Difference between revisions of "Setup Wizard"

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{| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;"
 
{| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;"
 
|-
 
|-
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| class="navigationTitles" colspan="4" id="top" | [[File:SetupWizard.PNG|Setup Wizard]]
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| class="navigationTitles" colspan="4" id="top" | [[File:SetupWizard Billing.jpg|SetupWizard_Billing.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Navigation
 
| class="navigationTitles" colspan="4" | Navigation
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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.
 
| 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.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" |  
+
| 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.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
+
| 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.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
+
| 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.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
+
| colspan="4" style="width: 265px;" | &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
+
| class="navigationTitles" colspan="4" id="top" | [[File:SetupWizard Equipment.jpg|SetupWizard_Equipment.jpg]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Level_Types|Version/Revision Type]] - Level Types for Model levels.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Manufacturers|Manufacturer Matrix]] - Manufacturer and model setup.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Equipment_Types|Equipment Type]] - Equipment Type setup.
 +
&nbsp;
 +
 
 
|-
 
|-
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
+
| colspan="4" style="width: 265px;" | &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
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| class="navigationTitles" colspan="4" id="top" | [[File:SetupWizard Job.jpg|SetupWizard_Job.jpg]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Priority_Code|ETA/SLA Configuration]] - Priority Code setup.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Requests|Service Requests]] - Job Request setup.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Solutions|Service Solutions]] - Job Solution setup.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Status_Codes|Workflow Milestones]] - Status Code setup.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
+
| 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.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
+
| colspan="4" style="width: 265px;" | &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
+
| class="navigationTitles" colspan="4" id="top" | [[File:SetupWizard Item.jpg|SetupWizard_Item.jpg]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Product_Lines|Inventory Groups]] - Product line setup.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Reporting_Groups|Misc Item Groups]] - Used for reporting.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Item_Maintenance|Items]] - Inventory Management. (Required)
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
+
| colspan="4" style="width: 265px;" | &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
+
| class="navigationTitles" colspan="4" id="top" | [[File:SetupWizard Workforce.jpg|SetupWizard_Workforce.jpg]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Workforce|Workforce]] - Servicer setup. (Required before creating jobs)
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Warehouse_Setup|Warehouses]] - This option is review only.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
+
| colspan="4" style="width: 265px;" | &nbsp;
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
 
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
+
| class="navigationTitles" colspan="4" id="top" | [[File:SetupWizard Settings.jpg|SetupWizard_Settings.jpg]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Referral_Codes|Marketing - Advertising]] - Referral Code setup.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Site_Types|Service Location Types]] - Site Types setup.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Contact_Types|Contact Classification]] - Contact Type setup.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Task_Type_Maintenance|Collateral Tasks]] - Task Type setup.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Note_Categories|Note Categories]] - Note category setup.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Chains|Nat'l/Reg Chains]] - Chain setup.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Defaults|System Defaults]] - System defaults and settings. (Required)
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Inactive_Reasons|Inactive Reasons]] - Inactive Reason setup.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Account_Management|User Management]] - Manage user accounts and license assignments.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
+
| colspan="4" style="width: 265px;" | &nbsp;  
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| style="width: 265px;" | &nbsp;
 
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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"