Documents settings - Check list

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Setup of Documents is a once-off process:

1.Setup → Documents – Check document numbers, messages, set Layout files, etc.

2.Setup → Groups – 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 Inventory group 1 /2, where applicable.

3.Setup → Setup  → Salesperson – Add Salespersons.  

4.Setup → Journal types – Add Cost of sales journal (only to be used with Cost of sales settings for the Default inventory item type).

5.Setup → Inventory information – Unit prices, Selling price descriptions, Default Selling price.

6.Action → Accounts – Create a Cost of sales account for Trading inventory.

7.Action → Vendors – Create a Sundry Supplier account.

8.Action → Customers – Create a Cash Customer and Linking Customers to a Salesperson.

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