The purpose of this guide is to help you and your staff get ready for using the Autosoft system and our recommendations on what you should practice to optimise the use of the system from your first day onwards and to minimise the stress of learning a new process.
Welcome to Autosoft! In your package you have access to the following Learning Resources which you can start using straight away!
1. To Log in to Autosoft on your PC where Autosoft was installed - Find the following icons
Double Click on the Autosoft5 icon and you will get a pop up
Your LOGIN is;
Once you have logged in, you now have access to start Practicing in the Autosoft System
Practice using Autosoft in your Training database and this will not affect your actual data.
5. PRACTICE PRACTICE PRACTICE - Use this list as a guide but remember your business may have different functions so make sure you add any necessary additions.
BEFORE GOING LIVE
- Making a Booking
- Print a Job Card
- Customer Invoicing
- Adding Labor
- Adding Parts
- Taking Payment
- Order and Receive Parts
- Doing a Stock Order
- Receiving a Stock order (Creditor Invoice)
- Processing Funds
- Till Reconciliation
- Undeposited Funds
- Account Customers
- Creating Account Customers
- Receiving a payment from an account customers
The Getting Started Guide which explains how to do the above is here http://service.autosoft.com.au/entries/21915605-Autosoft-Getting-Started-Guide-Workshop-Basics
BEFORE THE END OF YOUR FIRST MONTH
- Entering your Opening balances http://service.autosoft.com.au/entries/21506700-How-to-Do-Initial-Entry-Opening-and-Closing-Balances-Opening-General-Ledgers-
- Creditors Run
- Debtors Run
- Banking Reconciliation
- Other company Non Creditor Payments, Bank Deposits and Fees (as applicable)
- Guide on the above End of Month Tasks and BAS Reporting - http://service.autosoft.com.au/entries/21375735-End-of-Month-Tasks-and-BAS-Reports-
For a guide on the System Setup and other Configuration Options you might want to start on - see this guide http://service.autosoft.com.au/entries/22285650-Autosoft-Go-Live-System-Installation-Setup-Check-
PLEASE contact us if you have any queries at all and to book a Training session.