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Setup Guide

This is designed to assist you with setting up Vision and the articles are generated in the order to help you progress most efficiently.

How the core elements of Vision relate to each other

In our opinion, the best order to set up Caliach is as follows:

  1. Make and Buy Calendar maintenance
  2. Countries Maintenance
  3. Delivery Details Maintenance
  4. Index Codes
  5. Currency Control
  6. Company Details Maintenance – Overview
  7. Company Details Maintenance – Default
  8. Company Details Maintenance – Business
  9. Company Details Maintenance – Descriptions
  10. Company Details Maintenance – Variances
  11. Company Details Maintenance – Money and Tax
  12. Company Details Maintenance – Parts and BoM
  13. Company Details Maintenance – Localisation
  14. Company Details Maintenance – Document Numbers
  15. Company Details Maintenance – Address Styles
  16. Company Details Maintenance – Other
  17. Employees
  18. System Preferences
  19. Privileges and Settings
  20. Privileges and Settings – Settings Maintenance Sub Window
  21. Workflow Alert Checks Maintenance

Updated on September 21, 2021
Tagged: setupsetup guide

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