Core system checklist
Once you have logged in and changed your initial password, the steps below get the core system into a usable state. They can largely be done in order, and you can revisit any of them later as your knowledge of the system grows.
| # | Step | Manu Online |
|---|---|---|
| 1 | Create any other users. The number of users created is unlimited and does not affect your license fee. Set their user rights appropriately. In general give each user the "Management" right that allows users to see each other's work. | Admin → Users |
| 2 |
Check and enter your settings for the various drop-down lists used throughout the
system. The system is created with default values, but it is recommended to edit or
add the values that you use:
| Admin → System settings → System settings tab, then open the relevant popup windows by clicking the links |
| 3 |
If you are using an external linked accountancy program, such as Xero or Sage One,
import the chart of accounts. This must be done before creating any invoices. After
the accounts are imported, certain of them will be automatically marked for use by
Manu for one of the following purposes: Sales, Purchase, Receivables account,
Payables account, VAT sales and VAT purchasing accounts if in a VAT area.
Note that the import will bring in all accounts from your accountancy system, but of interest are only those needed for pre-booking sales and purchase invoices. The import process will attempt to identify which accounts are used for these purposes, but if your accountant has modified your chart of accounts from the standard you may need to set particular accounts manually from the Admin → System settings section before you can see them available on your invoices. | Invoicing → Bookkeeping connection → Bookkeeping export → Connect and login to your accountancy system → "Import chart of accounts" |
| 4 | Create or import your partners (i.e. customers and suppliers). | Sales → Partners → New, or Admin → Start-up wizard to copy and paste in partners |
| 5 | Create or import your material items. Each item needs a unique id which can be either numeric or alphanumeric. If you do not have item ids the system will default to using a sequential number. | Sales → Items → New, or Admin → Start-up wizard, or Warehouse → Other operations → Data transfer → Item properties transfer spreadsheet, or ask Manu Online support to migrate your data for you |
| 6 | Add product structure (a.k.a. bill of materials) to your manufactured items. | Sales → Items → click open the item → change the item to "Plan for manufacturing" → on the manufacturing tab either enter or upload (copy/paste) the component items |
