Overall Settings

1. General Settings

  1. Users

The following accounts should be created if not already exist (like “admin”).

Name

Login

Administrator

admin

Batch

batch

Friedrich

friedrich.moehring@bluewin.ch

Twisted

twisted

  1. Companies

Change the default company as follows.

Company Name

Partner

Logistics AG

Logistics AG

2. CRM

No dedicated settings.

3. Sales

  1. Pricing

Pricelists: Advanced price rules

4. Purchase

No dedicated settings.

5. Inventory

  1. Warehouse

“Storage Locations” are enabled.

../../../../_images/20230821_Inventory-Warehouse-Locations.png

6. Accounting

  1. Fiscal Localization

Package: Plan comptable 2015 (Suisse)

../../../../_images/20230821_Accounting-FiscalLocalization.png

  1. Taxes

Default Taxes:

../../../../_images/20230821_Accounting-Taxes-DefaultTaxes.png

  1. Currencies

Main Currency: CHF

  1. Default Accounts

Default Accounts:

../../../../_images/20230821_Accounting-Taxes-DefaultAccounts.png

7. Employees

No dedicated settings.