Setup Menu

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The Setup menu includes all the features needed to setup QuickEasy BOS.
This menu is part of the default menu that someone with admin rights sees when they first login.
Although the topics are listed in the order that they should be setup, the process is not linear. Users must revisit certain topics to add the features created later on.
Most modules include additional features, such as categories or groups. These features can be accessed from the module’s Menu button.
All modules require User Access to be set before they can be used. User Access features are available from the module’s Menu button or right-click context menu. It can be set in bulk from the Users module.
All created transactions and types must manually be added to the navigational menus.

These steps do not have to be performed in this order or all at once. To learn more about a feature click the link in the Heading column and browse the available articles.

Heading	Description
QuickEasy BOS Basics	If you are new to QuickEasy BOS, start by reading this article: Learning the Basic Functions of QuickEasy BOS.
Users	1. Click Actions (button) > Update Users. 2. Set Admin rights for the admin users (Click Edit (button) and check or uncheck the Admin checkbox). 3. Click Actions (button) > View/Edit User Access by User. For each user, set the access for the existing modules as per this tutorial.
Settings	1. Read the explanation of the settings. 2. Add the settings you want to change as per this tutorial. 3. Edit the values as per this tutorial.
Entities	1. Click Menu (button) > Edit Statuses (Entities) and create statuses for the entities as per this tutorial. 2. Create the Registered Entities as per this tutorial. Registered Entities include fields for logos, headers, and bank details that are included on documents such as invoices. You must create at least one registered entity. 3. Create any other entities (see Entity Types) as per this tutorial.
Accounting	1. Create the Chart of Accounts as per these tutorials. 2. Create or import VAT Types as per these tutorials. (See Online Libraries for imports.) 3. Create the Currencies as per these tutorials. 4. Create the Credit Terms as per these tutorials. 5. Create the Bank Profiles as per this tutorial.
Contacts	1. Create Positions as per these tutorials. 2. Create Billing Methods as per these tutorials. 3. Create Categories as per these tutorials. 4. Create contacts for all your staff members as per these tutorials.
Users	Return to Users to link the contacts to users: 1. Click Edit (button). 2. In the Contact column, select a contact for each staff member from the dropdown list. 3. Click Save (button).
Customers	1. Click Menu (button) > Edit Statuses (Customer) and create statuses for the customers as per this tutorial. 2. Click Menu (button) > Edit Attributes and create custom attributes as per this tutorial (optional). 3. Create customer records as per these tutorials.
Suppliers	1. Click Menu (button) > Edit Statuses (Supplier) and create statuses for the customers as per this tutorial. 2. Click Menu (button) > Edit Attributes and create custom attributes as per this tutorial (optional). 3. Create supplier records as per these tutorials.
Items	1. Click Menu (button) > Edit Categories and create categories for items as per these tutorials. 2. Click Menu (button) > Edit Statuses and create statuses for the items as per this tutorial. 3. Click Menu (button) > Edit Attributes and create custom attributes as per this tutorial (optional). 4. Create Items as per these tutorials. You need an item for every task, raw material, and finished good.
Assets	1. Click Menu (button) > Edit Groups and create groups (categories) for assets as per these tutorials. 2. Click Menu (button) > Edit Statuses and create statuses for the assts as per this tutorial. 3. Click Menu (button) > Edit Attributes and create custom attributes as per this tutorial (optional). 4. Create Assets as per these tutorials.
Calendar Types	1. Create Calendar Types as per these tutorials.
Transaction Types	1. Read through the list of Transaction Type Settings to understand which settings are available and where they should be applied. 2. Create Transaction Types as per these tutorials. See examples here: Transaction Type Examples – Customers: Quotations, Invoices, Credit Notes, Delivery Notes, Journals, Receipts Transaction Type Examples – Inventory: Goods Received, Goods Issued, Goods Returned, Transfer Issued, Transfer Returned, Stock Adjustments Transaction Type Examples – Ledger: Bank Payments, Bank Receipts, General Journal, Payroll Journal, Periodic Journal Transaction Type Examples – Production: Work Orders, Sales Orders, Purchase Orders Transaction Type Examples – Suppliers: Invoices, debit notes, journals, payments
Estimate Types	This step is only necessary if you want to create estimates. The items and item categories should already be created. 1. Click Menu (button) > Edit Statuses and create statuses for the estimate types as per this tutorial. 2. Create Estimate Types as per these tutorials.
Service Types	This step is only necessary if you want to create service tickets. You can start using QuickEasy BOS without this feature and add it later. 1. Create Service Types as per these tutorials.
Point of Sale	This step is only necessary if you receive cash that must be reconciled. 1. Setup Point of Sale as per these tutorials.
Online Libraries	This step is only necessary if you are going to import Items, Suppliers, VAT Types, or Proposals from a different QuickEasy BOS database. 1. Setup the import, and import data as per these tutorials.
Language Editor	This step is only necessary if more than one language has been assigned to your organisation. 1. Update the Master Dictionary for each language as per this tutorial. 2. Update the Local Dictionary for each language as per this tutorial.
Menus	1. Add all the features (types and transactions) that were created up to this point to a Menu Group as per this tutorial. 2. Create Menu Templates from the menu groups as per this tutorial.
Users	1. Link a Menu Template to each user as per this tutorial. 2. Set User Access for all the features that were created as per this tutorial. Also see User Access by Module and User Access by User for other ways of setting user access.
Form Designer > Reportbuilder	1. Edit any of the templates (e.g. invoices, quotations) as per this tutorial (optional).
Form Designer > BOS Document Designer	2. Edit any of the templates (e.g. invoices, quotations) as per this tutorial (optional).
Output Templates	1. Link the templates created in the preceding two steps and create email text to accompany the forms as per this tutorial.
Edit Reports	1. Create any custom reports as per these tutorials (optional and requires a knowledge of SQL). Also see Edit Reports SQL and Edit Reports Formatted Text. 2. Right click the report you created and click Edit User Access on the context menu. Set User Access for the report as per this tutorial. 3. Return to the Menus section and add the reports to a menu group as per this tutorial. 4. If you create a new Menu Group, it must be added to the Menu Templates as per this tutorial.

Setup Menu

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