From 57a4c01d33e674cdbcf5add0834d53a9adef79ce Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Tue, 8 Nov 2022 00:26:28 +0000 Subject: [PATCH] --- docs/8.0/ayanova/docs/adm-getting-started.md | 16 ---------------- docs/8.0/ayanova/docs/tour-bootstrap-advanced.md | 13 +++++++++++++ .../8.0/ayanova/docs/tour-bootstrap-configure.md | 8 +++++--- docs/8.0/ayanova/docs/tour-bootstrap-evaluate.md | 4 +++- 4 files changed, 21 insertions(+), 20 deletions(-) diff --git a/docs/8.0/ayanova/docs/adm-getting-started.md b/docs/8.0/ayanova/docs/adm-getting-started.md index 239e9077..576c6d7a 100644 --- a/docs/8.0/ayanova/docs/adm-getting-started.md +++ b/docs/8.0/ayanova/docs/adm-getting-started.md @@ -1,19 +1,3 @@ # Administration - XXXXXXXXXXXXXXXXXXXX -## Erase evaluation data -Once AyaNova is licensed it's time to erase any sample data so you can get started with your own. - -The License form contains the Erase database menu option which you should [read about now](adm-license.md#erase-database) to understand what will happen and what exact items will be kept before erasing the sample data and proceeding to the next step. - -## Subscribe to notifications - -There are many [automatic notifications](home-notify-subscriptions.md) available in AyaNova, many of particular interest to the business administrator and now is a good time to set up any that are of use in your business. - -## Customize report templates - -If you haven't already during evaluation, now is a good time to go through the reports you intend to use in your business and [make any changes](adm-report-templates.md#how-to-modify-report-templates) required if the stock report templates don't meet your needs as they are. - -We suggest making a duplicate copy of any stock report templates you want to modify first and then working with the duplicate so that you always have the original for reference. - -If you prefer to have report templates modified or created for you, we may be able to provide that service for a fee, contact AyaNova support for details and a quotation. diff --git a/docs/8.0/ayanova/docs/tour-bootstrap-advanced.md b/docs/8.0/ayanova/docs/tour-bootstrap-advanced.md index 9a7f3834..9b03bc06 100644 --- a/docs/8.0/ayanova/docs/tour-bootstrap-advanced.md +++ b/docs/8.0/ayanova/docs/tour-bootstrap-advanced.md @@ -1,5 +1,18 @@ # Getting started - Advanced features +## Subscribe to notifications + +There are many [automatic notifications](home-notify-subscriptions.md) available in AyaNova, many of particular interest to the business administrator and now is a good time to set up any that are of use in your business. + +## Customize report templates + +If you haven't already during evaluation, now is a good time to go through the reports you intend to use in your business and [make any changes](adm-report-templates.md#how-to-modify-report-templates) required if the stock report templates don't meet your needs as they are. + +We suggest making a duplicate copy of any stock report templates you want to modify first and then working with the duplicate so that you always have the original for reference. + +If you prefer to have report templates modified or created for you, we may be able to provide that service for a fee, contact AyaNova support for details and a quotation. + + ================================================================ - Notification system - User notification diff --git a/docs/8.0/ayanova/docs/tour-bootstrap-configure.md b/docs/8.0/ayanova/docs/tour-bootstrap-configure.md index 800b19b6..b1d93909 100644 --- a/docs/8.0/ayanova/docs/tour-bootstrap-configure.md +++ b/docs/8.0/ayanova/docs/tour-bootstrap-configure.md @@ -148,7 +148,7 @@ Note that you can also [import Service and travel rates](adm-import.md#service-r ## 9\. Configure global settings -Not optional, Global settings are mandatory and the default will not be sufficient. +Not optional, the first two Global settings sections listed below "Business settings" and "Company information" are mandatory and the default values will not be sufficient. It's time to configure the [Global settings](adm-global-settings.md). @@ -156,8 +156,8 @@ We encourage you to read the help documentation for each item as there are some 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 settings section](adm-global-settings.md#business-settings), **required setting** configure all items here that are applicable to your business +- [Company information](adm-global-settings.md#company-information-settings), **required setting** 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 @@ -198,6 +198,8 @@ Once a Part has been created you can enter an [opening inventory](inv-part-inven 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 diff --git a/docs/8.0/ayanova/docs/tour-bootstrap-evaluate.md b/docs/8.0/ayanova/docs/tour-bootstrap-evaluate.md index 5beb3757..e30bfaf6 100644 --- a/docs/8.0/ayanova/docs/tour-bootstrap-evaluate.md +++ b/docs/8.0/ayanova/docs/tour-bootstrap-evaluate.md @@ -138,7 +138,9 @@ Once you have access to AyaNova and some sample data generated to play with we r We have several guided tours in the Business admin section about customization including [adding custom fields to forms](tour-bizadmin-form-custom-fields.md), [hiding un-needed form fields](tour-bizadmin-form-remove-fields.md), [changing the displayed text](tour-bizadmin-form-custom-translation.md) and more. - In addition all the reports in AyaNova can be customized or new ones created using the built in [report template editor](ay-report-edit.md). + In addition all the Report templates in AyaNova can be customized and new ones created using the built in [report template editor](ay-report-edit.md). + We recommend looking through the reports you might use in your business and [make or plan for any changes](adm-report-templates.md#how-to-modify-report-templates) required if the stock report templates don't meet your needs as they are. We suggest making a duplicate copy of any stock report templates you want to modify first and then working with the duplicate so that you always have the original for reference. If you prefer to have report templates modified or created for you, we may be able to provide that service for a fee, contact AyaNova support for details and a quotation. + Be **careful** not to customize too much too early in the evaluation process; be sure you and your potential staff who would be using AyaNova have a basic familiarity with AyaNova's stock forms and features first before customizing. If you start renaming fields or dropping them (for example) it can be hard to match up what is written in the documentation with what they are seeing in the program. It's possible to customize and remove entire sections of the Work order form (for example) but it may turn out that some of those would be useful so it's best to get a good idea what's in there before making too many changes early on.