From installer to your first invoice
What the first week looks like, in the order it actually happens.
Day one — install and set up
Run the installer and the first-run wizard walks you through it: company name and address, branches, currencies, the fiscal year, and the industry pack that matches your trade. Ten minutes, and you have a working system with nothing in it.
Day one to three — master data
Load the catalogue before anything else, because every other screen refers to it. Products, customers with their credit limits, suppliers, warehouses and their bins, price lists. All of it imports from CSV, validated row by row, so you see which rows failed and why before anything commits.
What to have ready before you start
- Your product list with units and, if you have them, barcodes
- Customer list with outstanding balances as at your cut-over date
- Supplier list with what you owe them on the same date
- A physical stock count, by warehouse and bin
- Your opening cash and bank balances per currency
Day three to five — opening balances
The go-live screen in Finance takes you through it in a fixed order: company profile, opening stock, customer balances, supplier balances, cash and bank. It will not let you post an unbalanced opening entry, which is the point.
Day five — users and roles
Create the people who will use the system, and give each one a role. Start narrow. It is easier to add a permission when someone asks than to work out later who could see what.
Day five onwards — your first invoice
Raise it, print it, take the payment. Then look at the audit log and the stock ledger, and check that both say what you expect. If they do, you are live.