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Autosoft System Setup Check

The purpose of this guide is to explain the Autsoft System Installation and how you can check it yourself and make any changes necessary to make sure you are ready to use it as of your 'Go - Live' date. This guide can also be used for existing customers wanting to check/edit or set up all of the main features in Autosoft. 

Your Autosoft system is Live and ready to go!

 The main things to note are;

1. The login now gives you the option of 2 databases Autosoft5 or Training5 so PICK WISELY as the AUTOSOFT5 is your ACTUAL LIVE database.

2.  Any new data entered in your old system between today and the day you have chosen to completely go live will not be transferred so take note of it to enter it in Autosoft if necessary.

3. All your Creditors/Debtor an GL accounts will not have a balance in Autosoft so you will need to enter them in the initial Entry program. The guide on how to do this is here; http://service.autosoft.com.au/entries/21506700-How-to-Do-Initial-Entry-Opening-and-Closing-Balances-Opening-General-Ledgers-

 4. Here is all the data we checked and how we checked it but we are only human so if you could PLEASE check it also and let us know if you have any queries at all;

Task

How to Check in Autosoft and how to update if you wish;

Company Details

Utilities>System Setup > Branch Maintenance

http://www.youtube.com/watch?feature=player_embedded&v=8bAGgudt7H8

Change Company Details
http://service.autosoft.com.au/entries/21365322-How-to-change-my-branch-details-in-Autosoft-
Add your Company Logo
http://service.autosoft.com.au/entries/21619280-How-to-add-a-logo-to-your-invoices

System Messages on statements etc

Utilities>System Setup>Messages

Setup Invoice/Statment/Job Card Messages
http://service.autosoft.com.au/entries/21908697-How-do-you-set-up-messages-for-Invoices-Statements-Remittance

Debtors
Addresses
Contact Details

Accounts> Debtor > Debtor Master file &/ Report Debtor/Creditor Listing

Additional Guides: 

Create a New Debtor Customer Account

http://service.autosoft.com.au/entries/21697325-How-to-Create-a-New-or-make-an-existing-Customer-a-Debtor-Account

Delete or make a Debtor Account Inactive

http://service.autosoft.com.au/entries/21377704-How-to-delete-or-make-Debtor-Account-Inactive- 

Creditors
Addresses
Contact Details
Number of Records

Accounts> Creditors > Creditor Master File

Additional Guides:

Create a New Supplier Creditor

http://service.autosoft.com.au/entries/21697185-How-to-Create-a-New-Creditor-Supplier

Delete or make a Creditor Inactive

http://service.autosoft.com.au/entries/21806530-How-to-delete-or-make-a-Creditor-Supplier-Inactive

Parts
-Details
 -Stock On Hand

Parts>Stock>Stock Master File>F4 to search

To enter you Parts in from Scratch on a blank database - Follow this guide;

http://service.autosoft.com.au/entries/22308975-How-to-Enter-Part-and-their-Stock-Value-when-building-from-a-blank-Database

If your parts were imported- we recommend you do a Stocktake 

http://service.autosoft.com.au/entries/21440465-How-to-Do-a-Stocktake-or-a-Stock-Adjustment-in-Autosoft

Create Parts 

http://service.autosoft.com.au/entries/22859289-Adding-Creating-Parts-Options-Overview

Create Part Categories & Groups 

http://service.autosoft.com.au/entries/21937416-How-to-changed-group-and-categories-of-existing-parts

Job Codes



Workshop>Job Codes> F4 to Search 

Create Labour Service Job Codes
http://service.autosoft.com.au/entries/21652730-How-to-create-more-job-codes-in-Autosoft

Pricing Structures

Workshop > Workshop Sale Types

Add/edit Default Labour Pricing 

http://service.autosoft.com.au/entries/21512395-Setting-Up-Differing-Sale-Type-Pricing-for-Branches-Then-Setting-Default-Price-for-Customer

Price Groups

http://service.autosoft.com.au/entries/21827569-How-to-create-Parts-Price-Groups-their-Structure-for-Markup-from-Cost-or-Discount-Percentage-and-ass

General Ledger Accounts

General Ledger > GL Master File 
&/Or Report GL chart of accounts 

Create/Edit Gls
http://service.autosoft.com.au/entries/21375866-General-Ledger

Additional Options you may want to Setup

Capricorn - If you are a Capricorn  Member or Supplier, you will have to set this up.
http://service.autosoft.com.au/entries/23229510-Capricorn-Specific-Articles-Overview

SMS/FAX - To use the SMS and Fax features in Autosoft, you must first contact SMS Global to set this up for you. http://service.autosoft.com.au/entries/21384578-SMS-and-Fax-Setup-in-Autosoft

To use these features; http://service.autosoft.com.au/entries/21414444-How-to-Send-Bulk-Emails-SMS-or-Fax-Letters-via-the-Communication-Centre

 Email - To use email functions, you must link Autosoft to your Outlook email account. Autosoft will not configure the link to Outlook-this must be done by your IT Consultant. To use these features: http://service.autosoft.com.au/entries/21338588-Output-invoices-via-Email

 

5. We also hope to have helped prepare you for your everyday use of the functions in Autosoft. It is not a hard system to learn with practice and through any process of change your will experience learning curves so be patient with yourself and your staff, encourage all involved to practice all the basics and use the training resources available to you. For A guide on our recommendations on what you should practice before going live - http://service.autosoft.com.au/entries/21856064-What-you-should-practice-before-going-Live-With-Autosoft

PLEASE contact us if you have any queries at all and to book your recommended End of Month Training session.

 

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