Using the Company Checklist

You may maintain the setup information from the Company Checklist Wizard of the System Manager module. From here you can manage primary information regarding your company set-up.

Maintain Company and Setup Information from the Company Checklist

The Company Checklist menu item allows you to maintain the overall setup information. The Company Checklist Wizard is similar to the New Company Wizard (with less options regarding the creation of a new company database) that allows you to add new setup items, edit and import data according to set up category.

1. From the System Manager module > Company > Company Checklist.
   
   
   
   
   
2. The Company Checklist Wizard will be displayed.
   
   
   
   
   
3. From the Company Checklist Wizard, you may add, edit, and import data according to set up category.You may input more details about your company.
   
   
4. The Company Checklist Wizard also lets you input information and configuration for the Accounting, Banking, Customer, Supplier, Inventory and CRM Modules, as well as configurations for User Roles and User Account Details.
   
   
5. When exiting the Company Checklist Wizard, select the Finish option to keep the changes and new additions.

Read more on how to set up your company.
See More: Company Profile and Preferences