Creating a New Company |
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About New Company
The New Company Wizard features a step-by-step approach in setting up your initial company information in ManageMore. By simply answering a few questions, you can allow ManageMore to automatically enter basic information about your company, such as billing and shipping addresses, phone numbers, finance charges, taxes and other items.
This process sets up only the basic information needed to create your company. Upon first opening the company, you will be presented with a checklist of items to complete the setup of your company database.
Do note that you may not see all of the screens or options described here. Some of these screens or options will be hidden based upon the license of software you purchased.
In this Topic
Field by Field Help - New Company
Related Topics
2.2 Registration
3.18 Locations
Field by Field Help - New Company
Buttons
Back
Go back to the previous step.
Next
Go to the next step. You can press <Enter> to activate this button.
Finish
Finish creation of the new company. This button will appear on the last step of the wizard.
Cancel
Cancel the creation of the new company.
Country Origin
Country Origin
Select the country where the company is located.
Database Type
Select the type of company database to be created. You may choose to create a new blank database, or to use a sample database.
Database Path
Data Path
This is the location where the program will store the company data. By default, it will be set to a folder under the program path (e.g. Intellisoft\MMWin\Data1). The program will create the folder if it does not exist. Click Browse to search for and select a different folder, if desired.
If you are running a multi-user version, you will want to choose a path on the network file server. This folder should be accessible (full access) to all users. We recommend creating a folder on the server (e.g. \Intellisoft) and installing the program and data into a folder within this folder. (e.g. \Intellisoft\MMWin\Data1) This way, a common drive letter can be mapped on each workstation to the applications folder (F: = \\Server\Intellisoft), so users can access F:\MMWin\Data1.
Name and Address
Company Name
Enter the company name to appear in the program, and on documents such as invoices and statements.
Company Address
The physical address of the company. This address will optionally appear on transaction documents.
Payment Address
The address to which customers should send payments. This address will optionally appear on customer statements.
Phone Info
Office Phone
The phone number for the main location.
Fax Phone
The facsimile phone number for the main location.
Cust Service Phone
The phone number which customers should call. This is the number that appears on customer statements.
Misc. Info
E-Mail Address
Your main company e-mail address. This address will serve as a default return address when an individual return address is not provided for a particular employee or template.
Federal Employer Id
The company's federal employer identification number. This number is printed on tax forms and documents.
State Employer Id
The company's state employer identification number. This number is printed on tax forms and documents.
St. Unemployment Id
The company's state unemployment identification number. This number is printed on tax forms and documents.
VAT Registration ID
The company's VAT registration ID. This number is printed on tax forms and documents.
User Mode
Select whether you want to have ManageMore start out in a Basic mode -- which will turn some of the more advanced functions of the software off for ease of use, or Advanced mode for a more enhanced, detailed setup.
Business Model
Business Type
Select the business type that most closely matches the business. This will allow the program to customize default settings for your industry.
Industry Classification
Select the specific class of business you are creating.
My company is required to charge taxes on sales to some or all customers
Check this box if you are required to collect tax on sales made through your business. This box should only be left clear if you have a business where tax is never charged.
Company Size
My company requires multiple locations for managing inventory and transactions
Check this box if you wish to have more than one location in the software.
Customer Setup
My company deals with customers at the point-of-sale
Check this box if your company deals with over the counter sales where full payment is due at the time the transaction is complete.
My company deals with customers that may maintain an account balance
Check this box if your company allows customers to purchase items or services on account (payment is not due immediately, or you extend credit to customers).
My company issues customer sales quotations, proposals, pro formas and other pre-invoice documents
Check this box if your company issues quoted transactions to customers.
My company issues customer RMA's for managing sales refunds
Check this box if your company reuires a return authorization in order for your customer to return a product to you.
My company gathers and manages prospect lead information
Check this box if your company obtains sales leads or otherwise is involved in pre-sales information gathering.
Vendor Setup
My company would like to manage vendor purchasing, paying bills, and writing checks
Check this box if you would like to manage your Accounts Payables through ManageMore
Inventory Setup
My company will use advanced return processing to handle all refunded items
Check this box if your company wants to have inventory held in a return processing screen so that disposition of that inventory can be determined in a separate process. Keeping this box clear will cause all returned items to go imediately back to inventory.
My company will track items by serial/lot numbers
Check this box to allow individual items to be tracked by their seril or lot number based on the setting within the Supertrack Inventory record.
My company will used advanced ABC analysis for reconciling inventory
Check this box if you want to use ABC Analysis to determine what inventory items should be counted more often than other based on a quantitative analysis of the items.
Employee Setup
My company would like to manage Time and Attendance/Payroll for my employees
Check this box to enable the timeclock and payroll functions of the software.
My company pays commission to specific employees based on sales
Check this box to enable the invoice commission tracking capabilities of ManageMore.
Banking Setup
My company would like to manage bank balances, deposits, reconciliations and transfers of funds
Check this box to enable banking capabilites within ManageMore.
General Ledger Setup
My company will be managing a general ledger
Check this box to enable the general ledger capabilities within the software.
Additional Features
Activate... features
Check the box to activate the accoridng feature within ManageMore. Click on the hyperlink to the right of each listed feature for more information concerning it.
Taxes
Tax 1 Name
Enter the name of the most commonly collected tax for your business.
My company is also required to collect other types of taxes
Check this box if you are required to collect more than one type of tax in your area. Checking this box will open three more Tax Name fields. You can also add four more types if needed in Setup Company.
Tax Percentage
Enter the percentage amount that this tax is levied at. You can change the rates and tax basis in Tax Codes.
Inventory Price Levels
This section allows the company to establish names for different pricing structures in Supertrack inventory. The program already comes with three predefined price levels. You can enter or modify existing price levels if desired up to the maximum shown. These values will be assigned to customer class codes for automatic pricing, and may optionally be selected on invoices.
Inventory Preferences
This section allows the user to select specific fields the company wishes to use when entering or changing Supertrack inventory items. Check the boxes that correspond to the fields to be used. This way, the company can customize its inventory to suit the needs of its business and make data entry easier.
Invoice Preferences
This section allows the user to select specific fields to use when entering invoices in the program. Check the boxes that correspond to the fields you will be using. This way, you can customize invoice forms to suit the needs of your business and make data entry easier. You can modify this information at any time by selecting Setup Accounts Receivable.
Point of Sale Hardware
These settings allow you to set up the program to work with a cash drawer and an electronic pole display, therefore speeding up transactions at the point of sale and minimizing errors. The user can skip this screen if the company does not use POS hardware. These settings can be established for each workstation, in Setup Point of Sale, after the company has been created.
Payment Processing
Select here whether you will be using electronic payment processing from within ManageMore. You can also change this information later in Setup Company.
Time and Attendance
If the earlier checkbox concerning managing Time and Attendance/Payroll was checked, you will then enter the frequency which your company pays your employees. You can also enter the end date of the current payroll period, from which ManageMore will figure the beginning and end of the current and following payroll periods.
Payroll Service
You can select which payroll service you wish to use with ManageMore. You can also change this later in Setup Human Resources.
| Q01. | What if I am not sure of the settings? Can I change my mind later? |
| A01. | Definitely. Besides the company name and default location, all settings can be changed at a later time. If you are not sure of a particular setting, we recommend that you leave the default value for now. Settings can be adjusted later by selecting Setup ... Application, and then clicking on the appropriate category. |
| Q02. | What if there are multiple business types in the program that describe what I do? |
| A02. | Choose the business type that describes the majority portion of your company. |
| Q03. | What is the minimum required of me to get the program ready for my company's use? |
| A03. | This is going to depend on your company and what you want the program to do for you. The best way to do this is to peruse the setup menu in the program and enter the information you think your company will need to have in the program. Also check the company checklist -- it assists you by presenting a listing of the items that need to be setup and lists that contain your company's data. |
| Q04. | Can I create more than one company in the program? |
| A04. | If your license allows for it, you can create multiple companies in the program. To find out how many companies you can create, or to inquire about obtaining multi-company licensing, contact our sales department. |
| Q05. | Do I have to set up security? |
| A05. | Security does not have to be set up in order to use the program. However, certain functions, such as e-mail and batch payment processing will not be available until security is set up. |
| Q06. | I don't see my question here. Where else can I get information? |
| A06. | Visit our website's Technical Support section. |
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