Before you start managing your Operations in OneOfficeERP, you must first become familiar with the system and the terms used. For this we recommend implementation should happen in two phases.
A Test Phase is where you enter the very basic records representing your day to day transactions. A Live Phase is where we enter all your live data.
Read the first three sections in this docs (quickly).
Create your first Customer, Supplier and Item.
Create Customer Groups, Item Groups, Warehouses, Supplier Groups, so that you can classify your Items.
Complete a standard sales cycle - Lead > Opportunity > Quotation > Sales Order > Delivery Note > Sales Invoice > Payment (Journal Entry)
Complete a standard purchase cycle - Material Request > Purchase Order > Purchase Receipt > Payment (Journal Entry).
Complete a manufacturing cycle (if applicable) - BOM > Production Planning Tool > Work Order > Material Issue
Replicate a real life scenario into the system.
Create custom fields, print formats etc. as required.
Once you are familiar with OneOfficeERP, start entering the rest of your live data!
Clean up the account of any dummy data you entered.
If you just want to clear your transactions and not your master data like Item, Customer, Supplier, BOM etc, you can click delete the transactions of your Company and start fresh. To do so, open the Company Record via Accounting > Accounting Masters > Company and delete your Company's transactions by clicking on the Delete Company Transactions button at the bottom of the Company Form.
Setup all the modules Customer Groups, Item Groups, Warehouses, BOMs etc.
Import Customers, Suppliers, Items, Contacts and Addresses using the Data Import Tool.
Import opening stock using Stock Reconciliation Tool.
Create opening accounting entries via Journal Entry and create outstanding Sales Invoices and Purchase Invoices.