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- Setting Up QuickEasy BOS
Setting Up QuickEasy BOS
- Certain QuickEasy BOS features are still being developed and refined.
- Two key outstanding features are an online library with pre-created content and getting-started guides that are customised for every business industry.
- In the interim, QuickEasy BOS can be setup from scratch by following the steps below.
- The setup does not have to be completed all at once.
- You do not have to complete the steps in the given order.
- You can start using QuickEasy BOS without completing all these steps.
- Features can be skipped and added later.
- Many of the settings can be changed afterwards.
- Most setups follow a three-stage approach:
- Create statuses for the module.
- Setup the module.
- Set user access for the module.
| No. | Steps | Documentation |
|---|---|---|
| 1 | Create Statuses for your Entities. | Statuses Entities |
| 2 | Create a Registered Entity. | Entities |
| 3 | Create Admin Users. | Users |
| 4 | Setup the General Settings (e.g. number of decimals, messaging app). | General Settings |
| 5 | Setup the Currencies you use. Please first ask our helpdesk to activate the Currencies. | Currencies |
| 6 | Create Menus for BOS and link the Admin Users to the menus. | Menus |
| 7 | Create VAT Types. | VAT |
| 8 | Create Job Positions. | Positions |
| 9 | Set up all your staff as Contacts. | Contacts |
| 10 | Edit the registered Entity that you created in Step 2 and add your Staff. | Entities |
| 11 | Create any additional Entities. | Entities |
| 12 | Set up the Languages that your staff prefer to use. Please first ask our helpdesk to activate the Languages. | Languages |
| 13 | Create all the other Users (access for your staff members). | Users |
| 14 | Allocate Menus to the Users. | Menus |
| 15 | Create Groups (optional). Groups are used to classify Contacts, Customers, and Suppliers. Groups can be added later. | Groups |
| 16 | Create Credit Terms. | Credit Terms |
| 17 | Create Billing Methods. | Billing Methods |
| 18 | Create Customer Statuses. | Statuses |
| 19 | Create Customer Records. | Customers |
| 20 | Create Supplier Statuses. | Statuses |
| 21 | Create Supplier Records. | Suppliers |
| 22 | Create a Chart of Accounts. | Accounting |
| 23 | Learn more about Item Extension Types. | Items |
| 24 | Create Item Attributes (optional). Item attributes allow you to add custom information to each item (e.g. Warranty period). Certain extension types automatically add pre-created attributes. | Item Attributes |
| 25 | Create Item Categories (optional). Item categories help you sort and find items faster. | Item Categories |
| 26 | Create Inventory Locations. | Entities |
| 27 | Create Item Statuses. | Statuses |
| 28 | Create Items for inventory, purchasing, and selling. | Items |
| 29 | Create Assemblies and Costings, if applicable. | Items |
| 30 | Create Estimate Types, if estimating is needed. | Estimating |
| 31 | Create Transaction Types for all the transactions you need. For example: Quotations Customer Invoices Credit Notes Customer Receipts Supplier Invoices Debit Notes Supplier Payments General Journal Bank Payments – other (e.g. for VAT or Expenses) Bank Receipts – other (e.g. for Interest Received) | Transaction Types |
| 32 | Create Assets used in production | Assets |
| 33 | Create Service Types for the Service Manager. | Service Manager |
| 34 | Setup Timekeeping. | Timekeeping |
| 35 | Import and customise your Output Templates (e.g. Quotations, Customer Statements) | Output |
| 36 | Setup your Email. | Emails |
| 37 | Update the translations. | Languages |
| 38 | Learn how to create a Transaction. | Transactions |
| 39 | Create journal entries to capture any opening balances. | Transactions |
| 40 | Learn how to create a Service Ticket. | Service Manager |
| 41 | Remember to clear your Recycle Bin. Certain records and transactions are moved to the recycle bin. From there, they can be restored or permanently deleted. | Recycle Bin |
| 42 | Manage your Attachments. | Attachments |
