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On Boarding

When new company is created, follow below mentioned steps-

  1. 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

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