On Boarding
When new company is created, follow below mentioned steps-
- Identify Organization structure and resources
- Decide facilities-warehouses, plant details, Order processing method
- Create facilities
2. Identify users and set up permissions accordingly
3. Update Company details, GST No. and Logo
4. Master Creation
- Add customer group
- Bulk add customer
- Add color group
- Add color
- Add Vendor (bulk Upload)
- Add Item(bulk Upload)
- Bulk upload Simple items
- Configure configurable items
6. Create Manufacturing data for each manufactured item
- Create BOM
- Define operation
- Define number of packets
- Define material in packets
- Define costing charges