The sales installation process consists of three (3) steps;
- Organizational setup
- Location setup.
- Installation.
Step 1: Organizational setup (optional)
- Click on the application module.
- Select sales.
- Click install application button.
- Input entity name.
- Select group currency using dropdown.
- Select country using dropdown.
- Input address
- Click "add company" button.
- Click continue.
Step 2: Location Setup.
- Input location name.
- Assign legal entity using dropdown.
- Select country using dropdown.
- Input address.
- Click "add location" button.
- Click continue.
Step 3: Installation.
When all setup is complete, the last step is to click the "installation application" button. Sales application will be installed and user will be redirected to the dashboard.