---
title: DMS Onboarding Checklist
description: "##### **VMG Customer Take On:****(Last Updated: 22/04/2016)** 1. Complete VMG [Client Take on Form](http://vmgsoftware.co.za/takeon). 2. Added to VMG In-house Systems. 3. Activation / Setup and Training Invoice Paid. 4. Monthly Debit Order Setup. 5. Managed Backup Form Signed ##### **System…"
url: "https://vmgexcellence.co.za/docs/dms-onboarding-checklist/"
updated: "2025-07-14"
category: ONBOARDING NEW CUSTOMERS
tags:
  - Training Users
  - VMG DMS
---

# DMS Onboarding Checklist

##### **VMG Customer Take On:****(Last Updated: 22/04/2016)**

1. Complete VMG [Client Take on Form](http://vmgsoftware.co.za/takeon).
2. Added to VMG In-house Systems.
3. Activation / Setup and Training Invoice Paid.
4. Monthly Debit Order Setup.
5. Managed Backup Form Signed

##### **System Setup**

1. Setup VMG Database Server.
2. Setup Scheduled Backups.
3. Setup Networking Tools (Hamachi and TeamViewer) on Server.
4. Install VMG on all Users PC's.
5. Load Company Details.
6. Add Company Logo.
7. Load Employees.
8. Setup System Users.
9. Set Stock Code Numbers.
10. Set Invoice Numbers.
11. Setup Signio / Seriti.

##### **Basic System Info**

1. Log onto VMG.
2. Add Company Details.
3. Add Employees.
4. Add System Users.
5. Set User Levels.

##### **Bring Stock On Hand Up To Date**

1. Add New Stock.
2. Add Extras.
3. Add Costs.
4. Print Order.
5. Process Order.
6. Add OTP.
7. Print OTP.
8. Print T&C's.
9. Transfer OTP to Inv.
10. Generate Seriti/Signio Code.
11. Add Webmaster Description.
12. Add General Notes.
13. Add Advert Notes .
14. Invoice Out Sold Vehicles.
15. Allocate Invoice Numbers.
16. Add Supplementary Income *(DIC, CPP, Debella Comms etc)*.
17. Load Images.
18. Add Trade Ins.
19. Main Screen Functionality .

##### **Loading Expenses:****(DMS Pro only)**

1. Expenses Add Expenses.
2. Pay Suppliers.
3. View Expense Report.

##### **Sundry Invoices**

1. Add Sundry Invoice
2. 1st/2nd Gross
3. Link to Stock
4. Print Sundry Invoice

##### **VMG Webmaster**

1. Uploading Stock to Website.
2. Uploading Stock to Advertisers. *(See Feeds Process Guide)*
3. Removing Stock from Web.
4. Checking Web Contacts.

##### **VMG Accounting**

1. Basic intro to Accounting System.
2. Setting Up a Chart of Accounts and Linking to Stock Cost Types.
3. Opening Balances. *(See Opening Balance Process)*
4. Stock Transfer.
5. Credit notes.
   *(Demonstrate how stock records are locked – date driven – show reports debtors)*
6. Purchase journals and orders.
7. Cash Books.
8. Reconciliations.
9. Month end procedure.
10. Accounting reports.

##### **Understanding Reports**

1. Preview all reports.
2. Printing Reports.
3. Searching in Reports.
4. Exporting Reports
5. Report descriptions.
6. What are the most popular reports?
7. Understanding navigation, printing, and export.