[php]
nizexAuth();
[/php]
<<Back<<

Download Conversion Checklist

Introduction

This page is going to walk you through each of the steps to get converted from your old system into Lizzy. It is extremely important that you proceed down this list in order and don’t skip sections. It may not be obvious at first but some things just need to be done in a particular order in order to make sure things flow properly.

After your database is created, it is important to get your vendors and suppliers into the system as quickly as possible in order for us to start importing your price files.

These first few videos should be watched by the person responsible for converting each department and making sure they are understanding the process. Please do not skip around as there is information you may need to know in each of them.

• Before You Start Your Conversion.
• How To Watch The Videos
• A Word About The Chart of Accounts

Step 1

Watch the following video and make sure you get your employees added and then get them tagged to the proper department in settings.

• Setup Employees
• Setting Up Departments

Step 2

You have probably already started having people watch the respective videos for their departments but if not, now is a good time to get that started.

• Have Employees Start Watching Videos

Step 3

We need to get the suppliers in before the manufacturers because it saves time in linking up the purchasing information when we get to the manufacturer state. Remember: Suppliers are who we purchase from and Manufacturers are who makes the products. Sometimes they’ll be the same.

• Setting Up Suppliers
• Setting Up Auto Refinancing

Step 4

Even if you don’t do it now, you should watch the video on getting more detail from parts and units because eventually you’ll want to take advantage of it.

• Setting Up Manufacturers
• Getting More Detail From Part Sales
• Getting More Detail From Unit Sales

Step 5

In order to get your taxes setup properly, you’ll need to first enter your government agencies that you pay the taxes to so that we can hook everything up in the tax section.

• Setting Up Government Agencies
• Setting Up Tax Rates
• Setting Up Default Taxes
• Setting Up Unit Type Taxes
• Setup Major Unit Taxes To Pay Per Sale

Step 6

Most of the time this has already been handled before you reach this point, but we wanted to list it just for informational purposes.

• Importing Price Files

Step 7 General Setup

These items are not all required, but you should watch the videos to make sure you either don’t need them, or that you’ll be coming back to them after you get things rolling.

• Setting Up Contact Types
• Primary Part Categories
• Working With Inventory Defaults
• Creating Inventory Bin Locations
• Creating Customer and Service Bins
• Setting Company Defaults
• Setting Invoicing Defaults
• Warranty Vendor Setup

DO NOT CONTINUE IF WE ARE CONVERTING YOUR INVENTORY!!! THESE STEPS WILL GET DONE AFTER WE FINISH WITH THE FINAL CONVERSION BECAUSE ALL INFORMATION YOU ADD WILL BE DELETED AND LOST WHEN WE DO YOUR FINAL CONVERSION. ONCE YOUR CONVERSION HAS BEEN DONE AND BEFORE YOU’RE LIVE, YOU WILL GET THESE FOLLOWING STEPS DONE.

Step 8 Creating Your OPEN Purchase Orders

This is the one step in this list that HAS TO BE DONE FIRST with respect to converting your data. Everything after this step relies on the purchase orders existing for them to hook up correct. Skipping this step can create a hastle when it comes time to start paying your bills and receiving orders.

• Creating Your Open Purchase Orders

DO NOT CONTINUE UNTIL YOU’VE FINISHED INSERTING OPEN PURCHASE ORDERS!”

Step 9

It’s important during this step to understand whether or not your previous system had already pulled inventory when you added parts to inventory or whether it did not. As an example, if your inventory conversion did not include parts that were already on a service ticket, then you will want to click the Green button as you place each “InStock” item onto the jobs. If, however, it has already removed them from the stock numbers sent to us to convert, then you’ll want to click the orange button so that Lizzy can keep everything correct.

• Entering Open Service Tickets

Step 10

• Entering Special Order Invoices

Step 11

• Start Using Lizzy

Step 12

• Setup Parts Bin Locations

Step 13

• Entering Major Units

Step 14

• Start Entering Parts Inventory

Step 15

• Let Us Know When You Have Completed Your Inventory!!!

Final Accounting Processes Before We’re Done

• NOTE: Use the Same date for all of these initial entries to aid in getting “Dated” reports from AR,AP, Checking…
• Accounting Basics (24:00 min)
• Creating Old AR Balances (2:00 min)
• Use the same process for Customer credits, Vendor AR, Warranty and Rebates except select the appropriate options for each and enter negative amounts instead of positive. Keep in mind if you make a mistake you can easily adjust it off and do it again.
• Creating Old AP Balances (2:48 min)
• Getting Started With Checking (8:22 min)
• Create A New Credit Card Account (4:53 min)
• Repeat process for “Getting started with Checking” to put initial debit in credit card accounts
• Final Step (MUST WATCH!!) (6:55 min)
• Entering Old Gift Cards (1:22 min)