Back Office Start-Up

The purpose of the Back Office start-up sequence is to setup several files needed for Invoicing and Daily Close posting.

• There are two methods of capturing the Back Office information required at start-up.
  1. Import the Back Office information, with all the supporting data files from spreadsheets as outlined in Data Import.
     Contact Texada Client Services for assistance.

  2. Manually enter the required data information in the following start-up sequence:

     Inventory Start-Up should first be completed as outlined in Inventory Start-Up.
     Before invoicing and Daily Close posting can be done, these Back Office files must be setup:

     Company Parameters
     Service Codes
     Division Parameters

     Before Cycle (Monthly) Billing can be done, the contracts must be entered into the software using Contracts.
     Refer to Counter Start-Up for instructions on loading contracts.

• To control which staff may override List Prices, Rental Rates, Discounts and Customer Credit Limits, setup System Security Overview.

• For suggestions on initial invoicing options with and without complete inventory information loaded refer to Inventory And Invoicing at Start-Up.