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1. Start Here

The first tab in the QuickStart workflow is labeled Start Here. This tab is designed to capture basic information about you and your company so you can get started right away.

Start Here tab

On the Start Here tab you'll be prompted for the following pieces of information:

Hints

Read the series of getting started hints to help orient yourself to the QuickStart process.

Your Company

Enter information about your company.

Your Contact Info

Enter your contact information.

Add Items

Add a couple of items to learn how that process works. Be sure to mark one item as saleable, so it can be added to a sales order. Make the other item a purchased item so you can add it to a purchase order.

Add Customers

Add a customer or two. Once you've added an item and a customer, you can also create a sales order.

Add Vendors

Add a vendor. Then create a purchase order for the vendor, using the purchased item you created earlier.