Setup Menu
- The Setup menu includes all the features needed to set up QuickEasy BOS.
- This menu is part of the default menu that someone with admin rights sees when they first log in.
- Although the topics are listed in the order that they should be set up, the process is not linear. You must revisit certain topics to add the features created later on (e.g. adding transactions to menus).
- Most modules include additional features, such as categories or groups. These features can be accessed from the module’s Menu button.
- All modules require User Access to be set before they can be used. User Access features are available from the module’s Menu button or right-click context menu.
| Heading | Description |
|---|---|
| Users | Contains features to:
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| Settings | Contains General Settings that may affect more than one module. |
| Entities | Contains features to create and edit Entities, which can be locations, cost centres, branches or departments. There must be at least one registered entity. Registered Entities, Branches and PoS Tills provide for logos, headers and bank details that are included on documents such as invoices. Contains features to link staff and assets to entities. |
| Accounting | Contains the Chart of Accounts, VAT Types, Currencies, Credit Terms and Bank Profiles. |
| Menus | Contains features to create and customise Menus, which are divided into Menu Groups and Menu Templates. |
| Contacts | Contains features to create Contacts for staff, customers, suppliers, contractors and consultants. |
| Customers | Contains features to create or edit Customer records, including addresses, contacts, billing information and credit terms. |
| Suppliers | Contains features to create or edit Supplier records, including addresses, contacts, billing information and credit terms. |
| Items | Contains features to create or edit Items. The items that can be added are set by the general setting Items > Enable Item Types. |
| Assets | Contains features to create or edit Assets such as equipment and vehicles. This feature can be used to manage the organisation’s assets and to keep a record of customers’ assets (e.g. if customers bring in equipment or vehicles to be serviced). |
| Calendar Types | Contains features to customise Calendars. Calendars can be used to manage resources, book appointments and manage projects or tasks. |
| Transaction Types | Contains features to create Transaction Types to enter transactions (e.g. Customer Invoices, General Journal). Determines the rules, settings and copy options for each Transaction Type. |
| Estimate Types | Contains features to create Estimate Types. Estimate Types are templates for estimates and control which tasks and items can or should be added to an estimate. |
| Service Types | Contains features to customise Service Types for the Service Manager. Service Types can be created for a variety of processes (e.g. to follow up on leads, to resolve customer queries, to manage projects, to resolve non-conformance reports). |
| Point of Sale (PoS) | Contains general settings such as denominations, cash and sales accounts. Includes user access and status settings. |
| Online Libraries | Contains an interface from which data can be imported from a different database. See more: Online Libraries |
| Language Editor | Contains features to edit and translate certain features. Languages must be activated and allocated to the organisation. Each language has two dictionaries:
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| Output Templates | An interface from which all the Output templates can be linked and managed. Output templates are the forms that are printed or emailed (e.g. customer invoices). Contains features to pre-write and personalise the emails that are sent. |
| Form Designer | Contains features to create and edit Forms (referred to as Templates) that display information. These forms are needed for the Output feature of transactions (e.g. emailing invoices to customers). Customising these forms is optional because templates for all the basic forms (e.g. invoices, remittance advices, stock sheets) are included. An organisation’s logo and address are also applied automatically from the information filled in for the linked entity. |
| Edit Reports | Contains features to create Custom Reports using SQL and BB code. Most data that is entered can be extracted and used in a custom report. |
| Actions | Contains features to create Custom Actions. |
| Attributes | Contains features to create Custom Attributes and lookup lists. |