Steps for Setting Up Order Entry

This topic lists the steps for setting up a new Order Entry system.

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Step 1:Gather your existing Order Entry data.

Step 2:Add order entry accounts to your Chart of Accounts.

Step 3:Add security information.

Step 4:Choose Order Entry options.

Step 5:Add setup records.

Step 6:Enter outstanding orders (optional).

Step 7:Enter sales statistics.

Step 8:Design order entry forms.

See also

 

Setting Up Multicurrency Accounting in Order Entry