WMS Onboarding Checklist

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

1. Complete VMG Client Take on Form.
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 (Radmin and TeamViewer/AnyDesk) 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 Order Numbers
10. Set Invoice Numbers.

After First Login:

1. Let initial Database updates run. (Please Note: Run DMS for updates before running Workshop).

Data Imports – Clients / Suppliers / Parts:

1. If the list is too long to input manually, we are able to import the information for the client granted they can provide us with an excel list.

Company Tab:

1. Load main company details.
2. Load logo – dimensions 1000 pixels / 500 pixels.
3. Load terms and conditions for documents if required.
4. Complete ALL Setup screen tasks
5. Update the client requirements on the “Other” tab.

Employees Tab:

1. Add Employees.
2. Tick “Show in labor list” if they are a technician and also to use the job timer.
3. Tick “Service Advisor” if they are one.

System Users Tab:

1. Add System Users.
2. Adjust user levels (Report security is created per user).

Clients Tab:

1. Add internal Debtors (If there are any) – Make sure the internal box is ticked.

Parts: 

1. Discuss automatic markups on purchases.
2. Add automatic mark-ups on purchases if needed.

Job Cards:

1. Email the client the different templates.
2. Client to email us back their selection with any changes.

Accounting:

1. Set up accounting periods.
2. Take as balances as per the VMG Accounting Process.

Other:

1. Add Job Types – Mechanical Repairs, Electrical Repairs, Service etc. 
2. Add Labour Types – Internal, external or even client specific.

Labour Timer:

1. Select an employee under the employees tab, tick the “Show in Labour List” box and add the password the technician chooses.
2. Setup screen to activate timer (Tony or Stephen to do this task).
3. Please note that the passwords need to be created for the employee before the timer is activated on the Setup Screen.

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.