Setup of Documents is a once-off process:
1.Documents setup (Setup ribbon) – Check document numbers, messages, set Layout files, etc.
2.Groups (Setup ribbon) – Add the Cost of sales reporting group under Account group 1 (Reporting group 1). Also Add Reporting groups 1 and 2 for Document groups and Stock group 1 /2, where applicable.
3.Salesperson (Setup ribbon) – Add Salespersons.
4.Batch types (Setup ribbon) – Add Cost of sales batch (only to be used with Cost of sales settings for the Default stock item type).
5.Stock information (Setup ribbon) – Unit prices, Selling price descriptions, Default selling price.
6.Accounts (Action ribbon) – Create a Cost of sales account for Trading stock.
7.Creditors (Action ribbon) – Create a Sundry supplier account.
8.Debtors (Action ribbon) – Create a Cash customer and link Debtors to a Salesperson.