SYSTEM SETUP on PTM's VISON Software
Direct link to HELP - the Help tool is available to anyone with internet access: http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx#pageid=overview_and_getting_started

 

People Participating in setup class:
computer used to do setup:
Path to Vision:

System setup accessed with drop down 'File' menu and System Setup option or under 9. Utilities and J. System Setup

 

A. COMPANY HEADING
Setup company name, address and logo - was logo available:
B. notes on Charge terms:
D. Disclaimer (using default or personal?)
F. Invoice Subtotals = printed subtotal titles
Percentage = Shop Supplies Setup: % of with $ max
Sales Tax / PST
Subline 1 = Freight Line Code: FRT
Subline 2 = Cores Line Code: COR
Subline 3 =
Special notes:

B. SALESPERSON / TECH / USERS - will workstations be shared?

C. INVOICING and OPTIONS
Shop Rate:
Burden Rate:
Shop Rate is the default hourly charge on Labor that is not otherwise pre-set
Burden Rate is an estimated hourly labor cost --The Burden Rate can be figured with a basic formula using a departmentalized Income statement and Payroll reports for at least six months total numbers:
Shop related expenses + Payroll paid to Techs = X
Divide X by the hours techs actually available
= Equals estimated hourly cost

I. PASSWORD PROTECTION
Passwords should not be setup until after the users are familiar with the system and management has determined a plan for password setup.

J. SALES TAX AND OPTIONS
A) Base Sales Tax percentage:
Default Tax Area Code:
Tax Other charges:
Tax Other when EXP:
D) sell below zero:
H) Show Labor Hours:
Show Labor Rate (feature):
N) update Purchase Orders:
O) Bkg options (if CANADA set country of origin):
P) credit sales tax

L. SETUP CREDIT CARDS (all four major CC's ?)

N. SET YEAR END
Year end:
(*reminder: Vision has an actual year end process that needs to be done at the end of the year to preserve the previous year - refer to http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx#pageid=year_end_closing for details)

O. SETUP SUBLINES noted earlier

P. SETUP CATEGORY / STATUS  = yes or no

Q. SYSTEM FEATURES
GROUP:

BACKORDER:

CORE: rebuilder or reseller (banked cores or not) turn on show returns at least

SHOP RATE:

LABOR TITLE:

LOCK LABOR:

PRICE OVERRIDE: turn feature 1,68 on to activate RGAOG report data

SALESPERSON:

CANAD: (search if Canadian to set properly)

Open Order TAB: clean up the open open order view

CATEGORY:

Inventory TAB: clean up the inventory view

Purchase Orders TAB:

Timeclock TAB:

Customer TAB:

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Check ARCHIVE path:
Printer Setup (completed or scheduled):
accounting setup =
tax areas setup =
inventory subline items setup =

 

Additional NOTES: