Install Scripts

This topic covers the install scripts that you can use to quickly setup QuickEasy BOSEnterprise.

1. Initialise

This script does the following:

• Creates the Company record and sets the licensing information

• Creates default VAT Types

• Creates the default record for the ZAR currency, along with all denominations

• Creates default Contact Positions

• Creates Administrator Staff that has full access to everything

• Creates Menu Groups

• Links Fixed Modules to Menu Groups

• Creates a default Stock location

• Creates default Job Categories

• Creates default Workflow modules

• Creates two Customer Categories for Retail and Wholesale

• Creates default Production Types

• Creates default Production Codes

• Creates default Supplier Categories

• Creates default Service Categories

• Creates Template records for all fixed modules (the user still needs to import them using Tools)

• Adds South African public holidays for 2017, 2018, 2019, and 2020

• Adds default Leave Types

• Adds default Leave Rules

• Login - Login to the application and 'Update Settings'.

• Staff - This is to populate a demo database with pre-setup Staff content for testing purposes or sales demonstrations to show functionality between Reps and Production Staff. This is not necessary if you are setting up a customer's BOSEnterprise.

• Customers - This is to populate a demo database with pre-setup Customer content for testing purposes or sales demonstrations. This is not necessary if you are setting up a customer's BOSEnterprise.

• Suppliers - This script creates a list of Paper Suppliers per region for Cape Town, Johannesburg, and Durban.

2. Accounting

This script does the following:

1. Account Categories

2. Accounts

3. Tax Types

4. Transaction Types

5. Credit Terms for COD, 30 Days, 60 Days, and 50%

Here is more detail:

• Creates default Account Categories

• Creates default Accounts:

  • Asset Purchases

  • Customer Credit Notes

  • Customer Deposits

  • Customer Discounts

  • Customer Forex Gain

  • Customer Forex Loss

  • Customer Invoices

  • Customer Overpayment

  • Customer Receipts (USD)

  • Customer Receipts (ZAR)

  • Customer Receipts - From Deposit

  • Customer Refunds (ZAR)

  • Expenses

  • Other Income

  • Supplier Credit Note

  • Supplier Discounts

  • Supplier Forex Gain

  • Supplier Forex Loss

  • Supplier Invoices

  • Supplier Overpayment

  • Supplier Payments (USD)

  • Supplier Payments (ZAR)

  • Supplier Refund (ZAR)

  • VAT Payment

• Creates default Credit Terms

• Creates default Payment Type Items and Category

• Creates a Cash Sales Customer for POS

• Creates a list of default Transaction Types:

  • Costing

  • Delivery Notes

  • Goods Issued

  • Goods Received

  • Goods Returned

  • Purchase Orders

  • Quotations

  • Sales Orders

  • Transfer Order - In

  • Transfer Order - Ou

  • Work Orders

• Sets up Cashup

• Sets up Copy Rules between Transaction Types

• Links Job Categories to each Transaction Type

• Sets up two user access groups; one for Admin - which has full access, and one for User - which has Create or Edit access

• Links Transaction Types to Menu Groups

3. Transaction Types

This script does the following:

1. Transaction Types

These Transaction Types are created with the install scripts, and links automatically to the relevant accounts.

• Customer Credit Notes

• Customer Deposits

• Customer Invoices

• Customer Receipts (USD)

• Customer Receipts (ZAR)

• Customer Receipts - From Deposit

• Supplier Credit Note

• Supplier Invoices

• Supplier Payments (USD)

• Supplier Payments (ZAR)

• Costing

• Delivery Notes

• Goods Issued

• Goods Received

• Goods Returned

• Purchase Orders

• Quotations

• Sales Orders

• Transfer Order - In

• Transfer Order - Out

• Work Orders

2. Copy Rules

3. Job Categories per Transaction Type

4. Default Costing Rules

5. Price Updates for Inventory and Supplier Prices

6. User Access for Admin and User Groups

7. Menu Items

4. Point of Sale

This script initialises the POS module.