RMS配置手册说明书.pdf
Get�ngStarted
Se�ngupRMSisasimpleandstraight-forwardprocesswhenyoufollowthisguideinorder.Spending
qualitytimetoensurethatyousetupRMScorrectlywillyieldresultslaterwhenyougo-livebecauseyou
canbeconfidentthatithasbeensetupinthebestpossiblewayandyou’llgenerallygetmorefromit.
Theaimofthisguideistofirstprovideyouwithdefini�onsofthekeypartsoftheguideandthenwalk
youthroughaseriesoflogical,manageablesessionssothatyoucanconfigureRMStobestsuityour
needsinthequickest,mostefficientway.
Pleaseensurethatyouworkthroughallofthesessionsinorderbecausesomepartscannotbedone
withoutotherpartsbeingdonefirst.Somepartsoftheguideareop�onalsomaybeskippedoverifthey
arenotrelevanttoyou.
Defini�ons
Company
Thisisanindividualcompanythatyourun.ThecompanyinRMSisusedtocontroltheformatofthefiles
thatyouexporttoyouraccountspackage,anditalsocontrolswhichletterheadtouseforinvoicesetc.
Mostofourclientstendtohaveonecompanysetup;however,ifyouneedtheabilitytoexportyoursales
figurestomul�pleaccountspackagesorifyouhavetheneedtohavesomeinvoiceswithdifferent
le�erheadsthenyouwillrequiremul�plecompaniessetupinRMS.
Thereisnoneedtousepre-printedpaperwithRMSasoursoftwareteamwillhavecustomizedyour
invoicelayoutwiththelogosandle�erheadthatyouhavesupplieduswith.Ifyouhavenotalready
supplieduswithyourletterhead,logosandlayoutexamplepleasedothisASAP.Youwillnotbeableto
goliveun�lwehavethissetupforyoubecauseemailsfromRMScanbesentdirectlytoyourcustomer
andneedtohavealetterheadonthem.
ProfitCentre
Aprofitcentreissometimesknownasadepartmentinsomeaccountspackages.MostRMSclientsuse
justoneprofitcentrehowever,ifyouneedtobeabletogeneratemul�plesetsofinvoicenumbers(for
exampleasetforworkshopjobsandanothersetforrecoveryjobs)thenyou’llneedtocreateadditional
profitcentres.InvoicenumbersareprefixedwiththeProfitCentrecode{00bydefault}.
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