ERP Go Live Checklist

1. Maximum Size is 20 chars
2. You can have alpha numeric options

1. Check the TYPE of taxes
2. Round off cases
3. INPUT and OUTPUT Taxes

Most of the taxes are made available.

Ensure that you have the necessary details before you begin uploading the Product Master

Most of the UOMs are made available.

This menu is only for those who wants to use LOCATION features

Important: if you have subcontractors then create one LOCATION per subcontractor so that you can track the materials sent to them through Delivery Challans.

1. Product ID less than 20 char *
2. Description less than 250 char *
3. Unit of measurements *
4. Do you keep stock / Inventory = Yes *
5. Product Group
6. If the QTY is entered then Unit Price is important as it gives inventory valuations. *
7. Enter Selling price
8. Check Purchase or Sales TAXES
9. Check whether product is maintained in “batches” or not

a.    Enter the HSN Codes.

1. Customer ID *
2. Customer Name *
3. TIN Number
4. eMail id
5. Address

1. Supplier ID *
2. Supplier Name *
3. TIN Number
4. eMail id
5. Address

If more than one Bank then create the same number of GL Bank Account codes too.

One Bank Master Code = One Bank GL Account Code

Create new Assets, Sales, or expense accounts, if required

Important to note

1. Product ID should be matched to the Product ID that’s created.
2. Be careful with Scrap and other percentage details
3. By Product features can be enabled from the Menus.

You can attach the Login ID to employees.