Getting Started Checklist

Print this handy CHECKLIST to help you set up your program.

For easy use, print this Getting Started Checklist PDF.

A. INITIAL SET UP

❒  Your business information

❒  Logo

❒  Disclaimer (Footnotes) on 5 documents

❒  Email setup

❒  Vendors installed

❒  Invoice options

❒  Printing Options

 

B.  PRICE CODES FILE

❒  Matboard

❒  Moulding

❒  Glass

❒  Fabric

❒  All other Groups

❒  Customize groups

❒  Enable auto inventory (optional)

 

C.  WORK ORDER FILE

❒  Sales reps names. One person or staff.

❒  Location field

❒  Type of Artwork list

 

D.  CONTACTS FILE

❒  Gallery record

❒  Enter contacts

❒  Keywords customized

❒  Enter Suppliers and Acct #

 

E.  PRODUCTS FILE

❒  Retail Giftware & Art Supplies

❒  Art Inventory

❒  Readymade frame inventory

❒  Consignment items

 

F.  ORDERING MATERIALS

❒  Setup creation of materials list (POs)

 

G.  TIME CARDS (optional)

❒  Setup admin account

❒  Add employees

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Posted on Bert de Roo in Initial Set Up