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Company Setup

Warehouse Setup

DC/Warehouse Locations

Definitions

Bins

  • Staging Areas

  • Bins

Retail Locations

  • Each bin will reflect the current order stage until delivery.

Definitions

GL Accounts

Accounts

General

  • Add Button on Account Details Page = Create Service Work Item

Customers

  • Create a customer record type with these fields:

    • TBD

Vendors

  • Create a vendor record type with these fields:

    • TBD

Payment Terms

Shipping Agents

Item Setup

Default Bin

UOM Setup

  • Base UOM for all Items = Each

Serialized

  • Setup Items that are serialized

    • Import List of Items where Serialized = True

Categories

  • Setup Categories so they can be used on Sales Discounts

    • Parent

      • Example: Locks

    • Item

      • Examples: MasterLock, Trimax

UPC Barcode

  • May want to set this up.

Custom Fields/Attributes

  • Add the following custom fields to the item object:

    • Status

      • STOCK

      • NONSTOCK

      • OBSOLETE

    • Last Date Received

      • Populate from Posted WH Receipt?

    • Last Date Sold

      • Populate from Posted Sales Order?

    • Reference Number / Old Item Number

Import Items

Items

  • Need Full List of Items to be Imported

    • Inventory Items

    • Service Items

  • Also Include custom fields as defined above

  • Images in the Long Description Field

    • Must be less than 1MB

Generic

  • Get a list of “Generic” items that can be used on a Service Order for items that AATC doesn’t sell.

  • Import this list

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