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Onsite Training (GoLive Checklist) – OneSource: Inventory for QuickBooks Online Onsite Training (GoLive Checklist) – OneSource: Inventory for QuickBooks Online

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Onsite Training (GoLive Checklist)

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  • Pre-Visit Checklist
    • Hardware:
      • Server login
      • MS Office, Term Server Setup
      • User Accounts setup, icons setup
      • OneSource.mdb installed for all users, plus desktop ICON
      • TestOneSource.mdb install for all users, plus desktop ICON
    • Data Conversion:
      • Chart of Accounts
      • Suppliers
      • Inventory
      • ?? AR Sales history
    • Company Setup (settings set)
    • QA:
      • Tests to open Customers, Suppliers, Inventory
      • Tests to take orders using QPC and Sales Order
    • Customizations:
      • Logo
      • Printed Invoice customized
      • Printed Stock Picking Ticket customized
      • Label Printer Setup
      • Labels customized
      • Lists for tracking Sales Orders
      • Lists for tracking Special Orders
      • Lists for tracking Purchases
    • Prep Laptop & projector
  • On-Site Pre-Live Checklist
    • Logging into the Server
    • Logging Into OneSource (Test copy and real copy)
    • Sales Training:
      • Create Sales Order 101 with QPC (existing customer, items in stock)
        • Customer XYZ Auto Body Supply
        • Search: 98, Honda, Accord, Bumper, Front Bumper Cover
        • Item: HO1000178
      • Print Sales Order 101 and Stock Picking ticket.
      • Create Invoice 101 for Sales Order 101.
      • Take Order 102 with QPC (new customer, items in stock)
        • New Customer: Test Company, John Doe, 12345 Some Street, Miami, FL, 33167
        • Item HO1000178
      • Print Order 102.
      • Create Invoice 102.
      • Take Order 103 with Sales Order (existing customer)
      • Take Order 104 with Sales Order (new customer)
      • Take Order 105 with QPC (2 parts, 1 part out of stock, create PO from Sales Order)
      • Take Order 106 with QPC. (Part out of Stock), Create PO. Link to Sales Order afterward.
      • Customer records: Entering, Finding, Editing
      • Customer records: How to setup pricing for.
      • Creating Quotes & Sales Orders: Taking orders with QPC, and Sales Order, creating Quotes
      • How to Find Items (using QPC, F10, and Inventory Management screen filters)
      • How to print
      • How to order ‘special order’ items
      • How to
      • Training: How to enter Suppliers
      • Training: Lists (Filtering, Printing)
    • Purchasing Training:
      • How to create PO’s
      • How to create Auto PO’s (#2)
      • How to create Auto PO’s (#3)
      • How to create Auto PO’s (#4)
      • How to export and re-import Auto PO lists
      • How to export and re-import PO’s
    • Accounting:
      • How to Create Customers
      • How to
      • How to receive payments
      • How
  • On-Site Post Live Checklist
  • Post-Visit Checklist
Previous OneSource Business Process Analysis (BPA)
Next Purchasing Department – Final GoLive Checklist
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