Initial setup

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{{#CustomTitle:Initial setup}}

Minimal setup

Before using Gestinux, you must enter a minimal set of parameters.

  1. Confirm the language
  2. Define and possibly create the database to use.
  3. Enter informations about your company or your organization.

Accounting setup

You must then check some accounting basic informations

  1. Define fiscal years
  2. Define accounting journals
  3. Define or update your account chart
  4. Optionnally, define accounting entry templates with computations

Sales setup

Then, if you want to make quotes and invoices, you must setup or check basic data, depending of legal requirements varying in different countries, and to your commercial practices.

  1. Sales categories
  2. Taxes (V.A.T and other taxes)
  3. Tariffs
  4. Payment modes
  5. Sales units
  6. Sales document layouts
  7. Customer groups
  8. Product groups
  9. Contact titles
  10. Delivery areas

Ready to go

You can then start using Gestinux