Configuration

Configuration Checklist

Configuration allows your PromoServe application to be personalised to your requirements. Please make sure you have the following details available for your configuration session.

Company Details

• Legal Company name & address
• Main Phone & fax numbers
• Enquiries email address
• Website address
• VAT registration number
• Companies house registration number
• Bank account details
  • Bank Name & Address
  • Account number
  • Sort code

Alternate company addresses

• external warehouse
• offsite accounts etc

Global System Settings

• Base currency
• Base tax code
• Number of decimal places for prices
• Number of decimal places for quantities

Spreadsheet of system users with following details

• Full Name
• Username - up to ten alphanumeric characters
• Department
• Role
• Email address
• Direct line
• Mobile

Job bag action list or lists

• A set of one liner tasks which match your business workflow including any default text which you would like to appear against each task. We can provide defaults if required.
• We can set up a number job bag lists if required

System Logos

YOur company logos are required for your business stationery - Quotations, Sales Acknoledgements, invoices etc. For this you will need to supply the following images

Application Logo	This logo personalises your system. It is visible to system users only and does not show on external documents	RGB Jpeg	79 x 79 pixels
On-left logo	This will be printed in the top left hand corner with the company details printed to the right (this is the most flexible and popular option).	RGB Jpeg	1140 x 345 pixels	3.8” x 1.15”
Full width logo	This must incorporate all the company details i.e. logo and the address, telephone, fax, web site, email etc	RGB Jpeg	2288 x 285 pixels	7.625” x 0.95”
Associations logo	This logo is printed at the bottom left hand corner of forms i.e. quotations, order acknowledgements and can be used for any Association, QMS or ISO logo’s required	RGB Jpeg	366 x 197 pixels	1.5” x 0.8”

Terms and Conditions

Default Terms and Conditions that auto-print on business form templates:

• Quotations
• Sales Order Acknowledgements
• Despatch Notes
• Sales Invoices
• Purchase Orders

It is also useful to have copies of your current quotes, sales order acknowledgements, invoices etc as these can be used as reference documents in configuring your new system.

Email

• IP of email server
• POP3 & SMTP username and password for users

Download on Demand (if applicable)

• Ensure you have registered at http://www.tradeonlysearch.com

Accounts (if applicable)

• Nominal Code Structure
• Account Codes & info for customers and suppliers from your legacy accounts package
• Trial Balances