Setups

This topic covers the steps required to set-up the various modules and settings of BOSEnterprise in order to streamline complex business processes and automate your admin.

Note

Setups are documented and integrated in various topics/locations throughout the BOSEnterprise Documentation, so if a topic listed below cannot be found in the Documentation's tree-view, simply click on the link below or follow the navigation.

Discover BOSEnterprise Setups

My Company
- Staff
User Settings
Roles
Menu Manager
Classes (Find topic in Fixed Modules > Inventory > Classes)
Transaction Types (Find topic in Transactions > Transaction Types)
Transaction Close Off Dates (Find topic in Transactions > Transaction Close Off Dates)
Estimate Types
Cost Centres
Accounting (Find topic in Fixed Modules > Accounting > Accounting Setups)
- Currencies
Price Lists (Find topic in Fixed Modules > Accounting > Price Lists)
Leave (Find topic in Fixed Modules > Accounting > Leave)
Customers (Find topic in Fixed Modules > CRM > Customers)
- Customer Contacts
Suppliers (Find topic in Fixed Modules > Inventory > Suppliers)
- Supplier Contacts
Items (Find topic in Fixed Modules > Inventory > Items)
Planning Board (Find topic in Fixed Modules > Production > Planning Board)
E-mail (Find topic in Fixed Modules > CRM > E-mail)
Calendar (Find topic in Fixed Modules > CRM > Calendar)
Custom Reports (Find topic in Fixed Modules > Reports > Custom Reports)
Dashboard (Find topic in Fixed Modules > Reports > Dashboard)
Workflow (Find topic in Fixed Modules > Production > Workflow)
Actions
User Fields