From 517586111a84fbdfe31e6ac272ac6f3c386186fa Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Tue, 8 Nov 2022 00:18:13 +0000 Subject: [PATCH] case 4212 --- .../ayanova/docs/tour-bootstrap-configure.md | 48 +++++++++++-------- 1 file changed, 27 insertions(+), 21 deletions(-) diff --git a/docs/8.0/ayanova/docs/tour-bootstrap-configure.md b/docs/8.0/ayanova/docs/tour-bootstrap-configure.md index 31fcf9fe..800b19b6 100644 --- a/docs/8.0/ayanova/docs/tour-bootstrap-configure.md +++ b/docs/8.0/ayanova/docs/tour-bootstrap-configure.md @@ -112,7 +112,6 @@ Import any exported translations using the [Translation import](adm-translations Import your data back using the [Import feature](adm-import.md). - ## 6\. Backup configuration Before we go any further it's time to make sure your backup is configured and works and that you have a backup plan and procedures in place. @@ -131,29 +130,35 @@ Once this step is completed and you are confident your backup process is in plac ## 7\. Create tax codes +Optional step but generally necessary for most service businesses using AyaNova. + Now is a good time create your [Tax codes](acc-tax-codes.md) as they will need to be selected when configuring Global settings later. -Tax codes are optional but generally necessary for most businesses using AyaNova. - ## 8\. Create Service and Travel rates +Optional step but generally necessary for most service businesses using AyaNova. + Again like tax codes these are items that need to be in place so they can be selected when configuring Global settings later. [Service / Labor rates](acc-service-rates.md) must be entered in advance so they can be selected on work orders. [Travel rates](acc-travel-rates.md) should be entered now if they are appropriate for your business. +Note that you can also [import Service and travel rates](adm-import.md#service-rates) if there are many of them and they can be exported from another program. + ## 9\. Configure global settings -Now that tax codes and rates have been entered it's time to set the [Global settings](adm-global-settings.md). +Not optional, Global settings are mandatory and the default will not be sufficient. + +It's time to configure the [Global settings](adm-global-settings.md). We encourage you to read the help documentation for each item as there are some important and time saving features here. There's a lot of things that can be set here and not all of it needs to be configured immediately but it is a good idea to at minimum set these items to get started: -- [Business settings section](adm-global-settings.md#business-settings), configure all items here that are applicable to your business -- [Company information](adm-global-settings.md#company-information-settings), set this up as completely as possible, these values are used in many places in AyaNova. -- [Business logos](adm-global-settings.md#business-logos), it is not necessary to set your business logo, AyaNova will work without them, however they will be used in reports and other areas that may be seen by your Customers so it's a good idea, particularly if you are going to be using any of the [Customer access features](adm-global-settings.md#customer-access-settings) in future. +- [Business settings section](adm-global-settings.md#business-settings), configure all items here that are applicable to your business +- [Company information](adm-global-settings.md#company-information-settings), set this up as completely as possible, these values are used in many places in AyaNova. +- [Business logos](adm-global-settings.md#business-logos), it is not necessary to set your business logo, AyaNova will work without them, however they will be used in reports and other areas that may be seen by your Customers so it's a good idea, particularly if you are going to be using any of the [Customer access features](adm-global-settings.md#customer-access-settings) in future. ## 10\. Create Users @@ -161,39 +166,40 @@ There's a lot of things that can be set here and not all of it needs to be confi We recommend limiting the [authorization roles](ay-biz-admin-roles.md) initially granted to your Users so that they only have the minimum required to do their job and only adding more access later as required. -You must create a separate User account for every User who will be using AyaNova. +**Warning**: Be careful and think twice before granting the [Business administration Authorization Role](ay-biz-admin-roles.md#business-administration) to any User. The Business administration Role is _not_ required for day to day service related work and it gives a User _complete_ control of all aspects of AyaNova. + +You must create a separate User account for every User who will be using AyaNova. AyaNova does not permit the same User account to be logged in more than once at a time. When you create the User accounts, give each User a temporary password and encourage them to change it immediately when they first log in following our [recommended best practices](home-password.md#what-is-a-secure-password) for choosing a password. -While it's a good idea for any User, if the User has been granted the Business administration role we particularly encourage you to have them set up [Two factor authentication](home-tfa.md) to ensure the highest level security for what is a very powerful role in AyaNova. +While it's a good idea for any User, if the User has been granted the Business administration role we particularly encourage you to have them set up [Two factor authentication](home-tfa.md) to ensure the highest level security for what is a very powerful role in AyaNova. -## Create a Business Administration User for yourself +#### SuperUser account -No one should use the superuser account on a regular basis for day to day work. It is not intended for that purpose and we will be further restricting non administrative features available to the superuser User in upcoming releases. +The built-in SuperUser User account should **never** be used other than in very limited circustances to perform initial setup and any operations that specifically require that User role. It is reserved for potentially dangerous operations and should be secured properly and put aside for use only when absolutely needed. -The superuser User should be reserved for specific needs only and your day to day work should be done with a User account created with the roles you need including the Business administration role. - -Be sure to set up two factor authentication for your own business administration account, particularly if you will be accessing AyaNova from a public network. - -## Create vendors +## 11\. Create vendors [Vendors](vendors.md) are used all over AyaNova and are required for inventory and other features. -## Create parts and opening inventory +Note that you can also [import Vendors](adm-import.md#vendors) if you have them in another program. -If your shop does not use Inventory or Parts you can skip this section. +## 12\. Create Parts, Warehouses and opening inventory + +Optional - if your shop does not use Inventory or Parts you can skip this section. The [Part](inv-parts.md) form is used to create the parts you will be selecting on work orders in the course of providing service. +Now is also the time to create any [Part warehouses](inv-part-warehouses.md) if you have more than one or are tracking inventory stored in service vehicles (for example). + Once a Part has been created you can enter an [opening inventory](inv-part-inventory-transactions.md) for it as well as any [serial numbers](inv-part-serials.md) on hand if used. - - - +Note that you can also [import Parts](adm-import.md#parts), [import Warehouses](adm-import.md#part-warhouses) and [import Part Inventory](adm-import.md#part-inventory) if you have them available for export from another program. ================================ + - v7 quickstart stuff kind of from here down - Set up business settings in global settings