Differences

This shows you the differences between two versions of the page.

--- initial_data [2024/11/19 08:14] – chillhubadmin
+++ initial_data [2026/05/11 06:39] (current) – chillhubadmin
@@ Line 1: / Line 1: @@
 ==== Setting Up Initial Data ====
 This guidelines will guide you on how to set up Initial Data to Ensure a Smooth Start with Chillhub.
-\\ Make sure you have reviewed [[setup_master_data|Master Data]] to gain a better understanding of the required master data
+\\ Make sure you have reviewed [[setup_master_data|Master Data Guide]] to gain a better understanding of the required master data
+  * [[initial_data#step_1confirm_industry|Step 1: Confirm Industry]]
+  * [[initial_data#step_2user_settings|Step 2: User Settings]]
+  * [[initial_data#step_3master_data_set_up|Step 3: Master Data Set Up]]
+  * [[initial_data#step_4set_up_inventory|Step 4: Set Up Inventory]]
+  * [[initial_data#step_5set_up_pricing|Step 5: Set Up Pricing]]
+  * [[initial_data#step_6configure_chart_of_accounts|Step 6: Configure Chart of Accounts]]
-== Step 1: Identify Industry ==
+== Step 1: Confirm Industry ==
-  - **Check for Existing Industries**:
+  - **Default Industry** and **Secondary Industries** are initially set during sign-up.
-    * Search the system to see if your industry is already available.
+    * **Default Industry**: Represents your business’s primary area of operation.
-    * If not found, create a new industry.
+    * **Secondary Industries**: Additional industries your business is involved in.
   - **Decide on Master Data Source**:
-    * If you do not plan to use the system's ready-to-use global master data, create your own industry.
+    * If you do **not** plan to use the system's ready-to-use global master data, create your own new industry.
-  - **Set Your Default Industry**:
+  - **Update Your Default Industry or Secondary Industries**:
-    * After creating an industry, a dialog box will appear asking, "Do you want to set '[Your Industry]' as the default industry?" Click Yes to confirm.
+    * To create new industry, go to Industry page, Click **New**, specify industry name and click **Save**
-    * Alternatively, you can:
+      * A dialog box will appear asking, "Set as default or add as secondary industry?" Choose **Set as Default** or **Add as Secondary**.
-      * Navigate to the Industry page -> Edit the desired industry -> Click Set as Default.
+    * Navigate to the Industry page -> Edit the desired industry -> Click **Set as Default**, **Add as Secondary** or **Remove from Secondary**.
-      * Go to the User Menu -> Profile -> Under Company Details, select the Default Industry.
+    * Alternatively, go to the User Menu -> Profile -> Under Company Details, modify the **Default Industry** and **Secondary Industries** details.
 == Step 2: User Settings ==
     * Make sure you have followed this [[user_settings|guide]] to complete the user settings configuration.
 == Step 3: Master Data Set Up ==
+\\ //Want to save time? Try Chillhub’s [[Batch Import]] feature to get through this step much faster.// {{mdi>new-box?24}}
   - **Pre-Setup Approach**:
     * Set up all required master data before starting to use the system. This ensures everything is ready and organized in advance.
   - **On-Demand Approach**:
-    * Create master data only when needed, such as while creating transactional data (e.g., inventory, purchase orders, invoices, etc.).
+    * Create master data only when needed. For instance, users can create any missing master data when creating invoices, creating purchase orders, setting up inventory, configuring pricing, and other related tasks
+    * Master data can be created on demand by selecting the {{mdi>plus?24}} icon located on the right side of each master data dropdown. \\ {{:masterdata:masterdata_5.jpg?300|}}
   - **Choosing Your Approach**:
     * If you prefer the **On-Demand Approach**, you can skip this step and proceed directly to **Step 3**.
     * For detailed guidance on setting up master data, refer to the [[setup_master_data|Master Data Setup Guide]].
 == Step 4: Set Up Inventory ==
-  - Navigate to the Inventory Page: Go to **Menu -> Inventory -> Inventory**.
+\\ //Want to save time? Try Chillhub’s [[Batch Import]] feature to get through this step much faster.// {{mdi>new-box?24}}
-  - Click the {{mdi>plus?24}} **New** button. A dialog will appear, allowing you to create an Inventory Item.
+  - Navigate to the Inventory Page: Go to **Menu -> Inventory -> Inventory**. \\ {{:initialdata:initialdata_1.jpg?200|}}
-  - Open the **Physical** Tab
+  - Click the {{mdi>plus?24}} **New** button. A dialog will appear, allowing you to create an Inventory Item. \\ {{:initialdata:initialdata_2.jpg?500|}}
   - Select the **Industry** to populate the Product Selection.
   - Search and select the desired **Product**
     * If the Product does not exist, click the {{mdi>plus?24}} icon to create it.
+  - Open the **Physical** Tab
   - Input **Warehouse Quantities (Physical Quantity)**:
     * In the warehouse data table, enter the current quantity for each warehouse in the **New Qty** column.
@@ Line 36: / Line 45: @@
     * If you don't need to track quantities by warehouse, input the total quantity in the **"- Unassigned -"** warehouse.
     * The total physical quantity will be displayed under **Qty on Hand**.
-  - Enter a note, such as "Inventory Initial Setup," in the **Remark** field.
+  - Go to the **Accounting** Tab \\ {{:initialdata:initialdata_3.jpg?500|}}
-  - Go to the **Accounting** Tab
   - The **Qty to Adjust** field should match the **Qty On Hand (Physical Quantity)** by default.
-  - Adjust the **Qty to Adjust** if discrepancies exist between accounting quantity and physical quantity (e.g., delivered products not yet invoiced)
+    * Adjust the **Qty to Adjust** if discrepancies exist between accounting quantity and physical quantity (e.g., delivered products not yet invoiced)
-  - Uncheck **Update Inventory Cost** checkbox if you don’t want to update the accounting quantity.
+    * Uncheck **Update Inventory Cost** checkbox if you don’t want to update the accounting quantity.
-  - If the Qty to Adjust is greater than zero, input the cost per unit in the **Unit Price** field.
+  - Input the cost per unit in the **Unit Cost** field.
+  - Enter a note, such as "Inventory Initial Setup," in the **Remark** field.
   - Click the **Save** button to save the inventory item.
 == Step 5: Set Up Pricing ==
 Refer to this [[pricing|guide]] to learn how to configure Pricing data.
+== Step 6: Configure Chart of Accounts==
+Refer to this [[accountchart|guide]] to review and update Chart of Accounts as needed.
+----
 Your system is now equipped with the settings, necessary master data, inventory quantities, inventory cost details, and pricing information. Enjoy using Chillhub!
+<aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>