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Sales Department – Final GoLive Checklist – OneSource: Inventory for QuickBooks Online Sales Department – Final GoLive Checklist – OneSource: Inventory for QuickBooks Online

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Sales Department – Final GoLive Checklist

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  • Inventory Item list.
    • All items in the list.
    • All ‘Special Order’ Suppliers set up on items that can be special ordered.
    • QA main search/catalog fields:
      • Sort Asc and Desc to find any missing values on key fields:
        • In Inventory Table: Item Number, Active, Supplier Number, Description, Category, Sub Category, SubCategory2, SubCategory3, YearsListing, ManufacturerItemNumber2, Model, ReportCategory
        • In tblInventoryAlias Table: Item Number, Active, Supplier Number, Description, Category, Sub Category, SubCategory2, SubCategory3, YearsListing,
    • Update the Company Setup to fill in proper fields for new Inventory Items.
  • Inventory Prices.
  • Customers
    • Pricing
  • Quick Price Check
    • Company Setup
    • Setup Columns, Widths, Fonts, etc..
  • Company Setup & Preferences
    • QPC Settings
    • General Sales
    • Quotes
    • Sales Orders
      • Sales Order Status’s: Create and setup for New, Printed, Invoiced
    • Invoices
  • Printing, Reports, etc
    • Do all users have a proper default printer?
    • Do all users have a proper print driver for labels?
    • Do all users have proper barcode font? (Do they all need it?)
    • Printed reports:
      • Invoice
      • Picking Ticket?
      • Labels?
      • LOGO??
    • Print Preferences set up for Reports, # Copies, etc
  • Customers:
    • Company Setup options.
    • Setup New Customer Profiles
    • Fields/Values to check:
      • Customer Specific table:
        • Every customer in the Customers table has a record in the CustomerSpecific table (be sure to include Customer Number, Pricing Type, pricing values, Tax code)
      • Customers table:
        • Customer Number, Active = True, Customer Record Type (Bill To Customer has Customer # for any records where Customer Record Type = Ship To)
        • The company, Street, City, State, Zip/Postal Code
        • Credit Limit?  (COD? Credit Hold? Admin Credit Hold?)
        • Shipped Via (that have matching values in the Shipped Via table.
          • Shipped Via table needs to be set up.
        • Helpful as well:
          • Date Record Created
          • OrigOrgID or OrigOrgIDString (to match record with previous system customer number, if changed)
    • Test and setup Customer LISTS
      • Remove all that are non-applicable.
      • Make 1 big list with all pertinent fields so they can see/edit which fields need to be updated.
    • A/R Management (Cover with Accounting & Management)
      • Setup Payments terms
      • Explain how they work.
      • Show AR Statement Sum, Explain how figures get into each column.
      • Setup the Customer Dashboard List (explain each column).
      • Setup auto calc off Customer Dashboard figures on log off.
  • Set up Admin user
    • Assign admin user.
    • Show KBA about how that works (need to create one)
    • Setup Logon/Logoff events..
  • Test Creations..
    • QPC > Add to Quote
    • QPC > Add to Order
    • QPC > Add to New Order
    • QPC > Add to Order & Print
    • Quote
    • Quote > Sales Order
    • Sales Order
    • Sales Order > Invoice
    • Invoice
    • Batch Create Invoices
    • Batch Invoice and Receive Payments
  • Setup Users
    • Add users
    • Setup
  • Update All Users to Latest Tested Version of OneSource
    • Create a .bat file to update all folders at once..
  • Training
  • Just before GoLive
    • Update Inventory Levels in the Inventory table
    • Del all records in the Inventory Products table
    • App records to Inventory Products table (to show inventory in stock)
      • This also assumes that the very latest Supplier Costs have been updated (if not provided along with the Inventory export)
    • Run the Recalculate Quantities For All Items (on the Inventory/Availability tab)
Previous Purchasing Department – Final GoLive Checklist
Next What is the best step by step method to get up and running with the correct data in OneSource?
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