initial_data

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initial_data [2025/05/14 07:51] – chillhubadmininitial_data [2026/05/11 06:39] (current) – chillhubadmin
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 This guidelines will guide you on how to set up Initial Data to Ensure a Smooth Start with Chillhub.  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 Guide]] 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_1identify_industry|Step 1: Identify Industry]]+  * [[initial_data#step_1confirm_industry|Step 1: Confirm Industry]]
   * [[initial_data#step_2user_settings|Step 2: User Settings]]   * [[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_3master_data_set_up|Step 3: Master Data Set Up]]
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   * [[initial_data#step_6configure_chart_of_accounts|Step 6: Configure Chart of Accounts]]   * [[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**:   - **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 **Confirm** to set default industry. +    * 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 == == Step 2: User Settings ==
     * Make sure you have followed this [[user_settings|guide]] to complete the user settings configuration.     * Make sure you have followed this [[user_settings|guide]] to complete the user settings configuration.
-== Step 3: Master Data Set Up ==+== 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**:   - **Pre-Setup Approach**:
     * Set up all required master data before starting to use the system. This ensures everything is ready and organized in advance.     * Set up all required master data before starting to use the system. This ensures everything is ready and organized in advance.
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     * For detailed guidance on setting up master data, refer to the [[setup_master_data|Master Data Setup Guide]].     * For detailed guidance on setting up master data, refer to the [[setup_master_data|Master Data Setup Guide]].
 == Step 4: Set Up Inventory == == Step 4: Set Up Inventory ==
 +\\ //Want to save time? Try Chillhub’s [[Batch Import]] feature to get through this step much faster.// {{mdi>new-box?24}}
   - Navigate to the Inventory Page: Go to **Menu -> Inventory -> Inventory**. \\ {{:initialdata:initialdata_1.jpg?200|}}   - Navigate to the Inventory Page: Go to **Menu -> Inventory -> Inventory**. \\ {{:initialdata:initialdata_1.jpg?200|}}
   - Click the {{mdi>plus?24}} **New** button. A dialog will appear, allowing you to create an Inventory Item. \\ {{:initialdata:initialdata_2.jpg?500|}}   - Click the {{mdi>plus?24}} **New** button. A dialog will appear, allowing you to create an Inventory Item. \\ {{:initialdata:initialdata_2.jpg?500|}}
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   - Go to the **Accounting** Tab \\ {{:initialdata:initialdata_3.jpg?500|}}   - Go to the **Accounting** Tab \\ {{:initialdata:initialdata_3.jpg?500|}}
   - The **Qty to Adjust** field should match the **Qty On Hand (Physical Quantity)** by default.   - 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.   - Enter a note, such as "Inventory Initial Setup," in the **Remark** field.
   - Click the **Save** button to save the inventory item.   - Click the **Save** button to save the inventory item.
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 Your system is now equipped with the settings, necessary master data, inventory quantities, inventory cost details, and pricing information. Enjoy using Chillhub! 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>
  • initial_data.1747209070.txt.gz
  • Last modified: 2025/05/14 07:51
  • by chillhubadmin