The first tab in the QuickStart workflow is labeled
. This tab is designed to capture basic information about you and your company so you can get started right away.On the
tab you'll be prompted for the following pieces of information:Read the series of getting started hints to help orient yourself to the QuickStart process.
Enter information about your company.
Enter your contact information.
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 a customer or two. Once you've added an item and a customer, you can also create a sales order.
Add a vendor. Then create a purchase order for the vendor, using the purchased item you created earlier.