|
Getting Started
Ok. I have a new installation of Naviteer. How do I get my first order entered into the system and printed out?
What to do first.
1.Login to the system with your supplier user ID and password. See Login Setup for more information and watch the Login Video.
2.Review the Menu setup and watch the Menu Video.
3.Verify the Company information is correct.
4.Verify the Accounting Defaults are correct.
Naviteer Broker is maybe installed with data converted from an old system to Naviteer. In that case, many of the primary tables will be ready to run.
Next setup the Primary Tables or verify the converted data is what you expect. Please note that all of these tables can be filled in on-the-fly as the order is being entered.
•Principals
•Vendors
•Customers
•Sales People/Brokers
•Products
Now we are to the point we can enter our first order. There are actually several types of orders.
•Standard Sales Orders
•Contract Orders
•Sample Orders
Here are videos of a Standard Order Entry and Printing an Order.
|
