diff --git a/docs/docs/index.md b/docs/docs/index.md index 74d1f31..f220975 100644 --- a/docs/docs/index.md +++ b/docs/docs/index.md @@ -9,15 +9,3 @@ It is recommended to familiarize yourself with the AyaNova program before using ---
Documentation version: 8.0.0, Copyright © 2022 Ground Zero Tech-Works Inc.
- - -TODO - -Login will kick out of AyaNova can't be logged in twice to AyaNova from any location be it the ayanova web app or QBI - if necessary make a QBI specific account, in fact we should recommend that -Docs mention must be accoutning role user -Docs mention that any existing work order statuses that might be set on wo to be invoiced MUST have Accounting role added to their REMOVE and ADD, -also POSTWOSTATUS must have allow ADD accounting role -docs mention status required for it to work don't fuck with it and if necessary how to fix it -Docs should not refer to autoclose anymore, it's status driven now -DOCS UI use "Link" and do not use "map" anywhere diff --git a/docs/docs/install-qbi.md b/docs/docs/install-qbi.md index b91fda2..09db5d1 100644 --- a/docs/docs/install-qbi.md +++ b/docs/docs/install-qbi.md @@ -1,3 +1,52 @@ -# Test page +# Installation -## TEST PAGE +Bertram didn't read all the instructions before starting installation and it too twice as long. + +Don't be a Bertram; read these instructions before attempting installation! + + +## Requirements before installation + +### AyaNova QBI License + +AyaNova QBI is an *optional* product to use with AyaNova. A license for QBI must be purchased and added to your AyaNova license to use QBI. + +### 64 Bit Windows operating system + +AyaNova QBI requires a 64 bit version of Windows + +### Supported QuickBooks for Windows installed + +The following versions of QuickBooks **Desktop** edition **with latest service patches** are supported by QBI: + +- U.S. QuickBooks 2008 or newer +- Canadian QuickBooks 2008 or newer +- UK editions of QuickBooks Pro and Accountant Editions 2008 or newer +- Australian QuickBooks QBi 2008/2009, 2009/2010, 2010/2011, 2011/2012 and QBi 2012/2013 + +QuickBooks must be installed to the same computer running QBI and must be able to open your QuickBooks company data file properly. + +### QBFC15 integration package installed + +AyaNova QBI uses and requires the QBFC version 15 integration package from Intuit that allows QBI to communicate with QuickBooks. + +You must [download](https://ayanova.com/download/QBFC15_0Installer.exe) and run the QBFC installation file [QBFC15_0Installer.exe](https://ayanova.com/download/QBFC15_0Installer.exe) and install QBFC *before* attempting to install QBI. + +QBI will not work without QBFC being installed first. + +### + + + + +################################# + + +TODO + +Login will kick out of AyaNova can't be logged in twice to AyaNova from any location be it the ayanova web app or QBI + if necessary make a QBI specific account, in fact we should recommend that +Docs mention must be accoutning role user +Docs mention that any existing work order statuses that might be set on wo to be invoiced MUST have Accounting role added to their REMOVE and ADD, +also POSTWOSTATUS must have allow ADD accounting role +docs mention status required for it to work don't fuck with it and if necessary how to fix it diff --git a/docs/docs/intro-inventory.md b/docs/docs/intro-inventory.md index c9ac493..3c1fddb 100644 --- a/docs/docs/intro-inventory.md +++ b/docs/docs/intro-inventory.md @@ -1,6 +1,8 @@ # QuickBooks Inventory VS AyaNova Inventory -A common question asked by service companies using AyaNova along with the optional add-on QBI is "Do I use AyaNova inventory features, or QuickBook's or a combination of both?". The answer to that depends on what you want to do. +A common question asked by service companies using AyaNova along with the optional add-on QBI is "Do I use AyaNova inventory features, or QuickBook's or a combination of both?". + +The answer to that depends on what you want to do. ## Benefits of using AyaNova's inventory features along with your QuickBooks @@ -17,14 +19,16 @@ AyaNova inventory includes a number of unique features: Initial Quantity on-hand in AyaNova is set by [importing inventory](https://www.ayanova.com/docs/inv-part-inventory/#import-export) or manually [entering opening inventory](https://www.ayanova.com/docs/inv-part-inventory/#part-inventory-adjustment-edit-form) amounts into AyaNova. -As AyaNova is used, quantity on-hand is immediately updated whenever a Work order is saved with a new or changed part quantity selected. This way you can always see at a glance via the [Part Inventory data table](https://www.ayanova.com/docs/inv-part-inventory/) what each [Part Warehouse](https://www.ayanova.com/docs/inv-part-warehouses/) (if used in AyaNova) have what quantity of what parts on-hand. +As AyaNova is used, quantity on-hand is immediately updated whenever a [Work order](https://www.ayanova.com/docs/svc-workorders/) is saved with a new or changed part quantity selected. + +This way you can always see at a glance via the [Part Inventory data table](https://www.ayanova.com/docs/inv-part-inventory/) what each [Part Warehouse](https://www.ayanova.com/docs/inv-part-warehouses/) (if used in AyaNova) have what quantity of what parts on-hand. ### Serialization - You can [track and enter serial numbers](https://www.ayanova.com/docs/inv-part-serials/) for [Parts](https://www.ayanova.com/docs/inv-parts/) in AyaNova - When receiving parts into inventory via an [AyaNova Purchase Order](https://www.ayanova.com/docs/inv-purchase-orders/), if the part has been set as serialized, you can enter serial numbers for the received parts -- You can also update the list of serial numbers available for each part in that Parts edit form -- In the AyaNova service workorder, when you select a serialized part you can select which of that Part's serial numbers were used +- You can also [update the list of serial numbers available](https://www.ayanova.com/docs/inv-parts/#available-serial-numbers) for each part in that Parts [edit form](https://www.ayanova.com/docs/inv-parts/#available-serial-numbers) +- In the AyaNova service workorder, when you select a serialized part you can [select](https://www.ayanova.com/docs/svc-workorders/#serial-numbers) which of that Part's serial numbers were used ### QuickBooks inventory @@ -48,7 +52,7 @@ This way you have only one program that you are entering such data 4\. NOTE: Don't worry, when QuickBooks inventory items are sold in an invoice generated by using your QBI to bill out your [AyaNova service workorders](https://www.ayanova.com/docs/svc-workorders/), your QuickBooks inventory on hand amounts will be updated too! -- In an AyaNova workorder, you select a part and enter its quantity. +- In an AyaNova workorder, you [select a part](https://www.ayanova.com/docs/svc-workorders/#parts) and enter its quantity. - If a part is serialized, just enter the serial number in the Description field in the Part record in the [AyaNova service workorder](https://www.ayanova.com/docs/svc-workorders/) @@ -62,11 +66,11 @@ This way you have only one program that you are entering such data Refer to your AyaNova Help documentation for steps on how to [import inventory](https://www.ayanova.com/docs/inv-part-inventory/#import-export) or manually [enter opening inventory](https://www.ayanova.com/docs/inv-part-inventory/#part-inventory-adjustment-edit-form) counts in your AyaNova. -3\. Use AyaNova for creating Purchase Orders and for receiving +3\. Use AyaNova for creating [Purchase Orders](https://www.ayanova.com/docs/inv-purchase-orders/) and for receiving -- Take advantage of AyaNova features such as Part Requests in service workorders to order parts for specific workorders +- Take advantage of AyaNova features such as [Part Requests](https://www.ayanova.com/docs/inv-part-requests/) in service workorders to order parts for specific workorders -- Take advantage of AyaNova inventory serial numbers entry and selection in workorders +- Take advantage of AyaNova [Part's serial numbers entry](https://www.ayanova.com/docs/inv-parts/#available-serial-numbers) and [selection](https://www.ayanova.com/docs/svc-workorders/#serial-numbers) in workorders 4\. For your QuickBooks Accounts Payable, you may want to enter total amounts manually into QuickBooks for what you owe vendors that you have purchased for resale diff --git a/docs/mkdocs.yml b/docs/mkdocs.yml index 7c5ada0..9f027b1 100644 --- a/docs/mkdocs.yml +++ b/docs/mkdocs.yml @@ -24,10 +24,10 @@ nav: - 'Suggested order of use': 'intro-suggested-order.md' - 'Inventory': 'intro-inventory.md' - Installation & configuration: - - 'Common issues': 'install-common-issues.md' - 'Installaling QBI': 'install-qbi.md' - 'Starting QBI': 'install-starting.md' - 'QBI preferences': 'install-preferences.md' + - 'Common issues': 'install-common-issues.md' - Linking & exporting: - 'Linking': 'linksync-link.md' - 'Export from QuickBooks': 'linksync-export-from-qb.md'