When setting up your new system, these are the first steps we recommend taking:
Brands – Adding and Editing Brands
Seasons – Managing Seasons
Suppliers – Creating and Editing Suppliers
Customers – Customer Import Tool
Department & Categories – Creating Departments and Categories
Items:
- Standard Items - Creating a Standard Item
- Assembly Item - Creating an Assembly Item
- Matrix Item - Creating Matrix Items
Item Database - Item Import Tool
Tender Types - Create your Tender Types
Mechanics - Create Mechanics and Assign the Role of Mechanic
Sales Reps - Set up your Sales Representatives
Users – Set up your Users
Reason Codes – Creating and Managing Reason Codes
