Getting started checklist

Definicja

A first-week checklist to unlock the right Business Suite modules for your plan and verify one end-to-end purchase or books flow. Complete prerequisites first, then run only the section that matches your Billing plan.

Before you start

• Requires a live store, categories, products, and the correct plan on Billing.
• Each plan section below assumes that plan tier is active.
• Confirm Store → Billing before you follow a higher-tier checklist.

Before you start (everyone)

1. Confirm the store is live (published / accepting activity as expected).
2. Create categories for product grouping.
3. Create products (at least 2–3 test items).
4. Open Store → Billing and confirm your current plan name.

Starter — purchase → inventory → sell loop

1. Create a supplier party.
2. Create and send a PO (Purchase Order).
3. Receive goods with a GRN (Goods Receipt Note).
4. Confirm Inventory quantities increased.
5. Sell one item on POS (Point of Sale) or online.
6. Confirm stock decreased after the sale.

Growth — treasury → accounting

1. Add a cash treasury account.
2. Add a bank treasury account.
3. Post a test expense.
4. Verify the journal / ledger entry.
5. Open Trial balance.
6. Check Cash flow.
7. View the Tax report.

Professional — warehouse

1. Set (or confirm) the default warehouse.
2. Verify warehouse stock quantities.
3. Review stock movements (in / out).
4. Optional: set up a production batch.

Business Suite plan — HR and payroll

1. Create an employee (HR — Human Resources).
2. Configure payroll settings as shown in your store.
3. Create a draft payroll / pay run.
4. Verify payroll calculations for the employee.

Enterprise — branches

1. Create a branch.
2. Assign staff to the branch.
3. Assign warehouses to the branch.
4. Verify branch-scoped operations / report filters.

Plan checklist summary

Plan            | Focus                         | Main checkpoint
----------------|-------------------------------|------------------------------------------
Starter         | Buy → stock → sell            | PO → GRN → Inventory → Sale
Growth          | Accounting                    | Expense → Trial balance → Cash flow → Tax
Professional    | Warehouse                     | Default WH → Movements → Batch (optional)
Business Suite  | HR & payroll                  | Employee → Config → Draft payroll
Enterprise      | Branches                      | Branch → Staff/WH assign → Operations

Tips and cautions

• Do not manually mark a PO as “received” — receive status comes from GRN or bill-posted receive.
• Do not delete posted documents — void them so reversals keep reports correct.
• Finish each plan section’s “Done when” before moving to the next tier’s checklist.

Zobacz też

• Business Suite overview
• Core concepts (journals, stock, parties)
• PO (Purchase Order)
• GRN (Goods Receipt Note)
• Purchases and inventory
• Warehouse
• HR (Human Resources)
• Payroll
• Branches
• Accounting
• Banking
• Expenses
• Reports
• Finance overview
• Business Suite troubleshooting