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GreeneStep Implementation Checklist

Installation

  • GreeneStep BackOffice App
  • GreeneStep Client App
  • GreeneStep CRMx Web App

Company Information

  • Company Name (same as licensed key)
  • Base Currency
  • Address, City, State, Zip, COUNTRY, Telephone

Subscription License keys as per Sales Order

Masters (Bulk Import / Create New)

  • Book Keeping Accounts
  • Accounting Year 
  • Company Logo to print in Reports
  • Users
  • User Groups
  • Security Rights
  • Unit of Measures 
  • Product Categories 
  • Products
  • Customers
  • Suppliers
  • Region 
  • Transaction Starting Number
  • Stock Areas
  • Stock Bins
  • Tax Codes and Rules
  • Payment Methods
  • Credit Card Processors
  • Payment Terms
  • Shipping - Masters

Other Important Master Data

  • Stock Bins setup at Region level
  • Pricing Groups
  • Suppliers defaults in Product Master 

Secondary Master Data

  • Alias Products
  • Add-on Costs
  • Extended Data Fields for Product Categories
  • Extended Data Fields for Products 
  • Notes, Extended Sales and Purchase descriptions for Products
  • Kit Products
  • Bill of Material (BOM Type) Products
  • Accessories

Transaction Configuration

  • Cheque Printing Format
  • Sales Orders and Invoice Format 
  • Purhcase Order Format

Business Rules Configuration

  • Business Operations Level
  • Transactions Level
  • Master Level

Default Settings

  • Last Cheque number of Bank Accounts
  • Set Default Accounts
  • Default Rules and Master Defaults Update

Alerts Configuration

  • Report Email Notifications Setup
  • Business Event Email Alet Setup

Opening Balance Entries

  • AR Opening Balance
  • AP Opening Balance
  • Inventory Opening Stock - Quantity and Value
  • Balance of General Assets, Liabilities and Equity Accounts