Vertec Cloud Suite configuration wizard
Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
The first time you Start Vertec Cloud Suite, the configuration wizard appears. Use it to predefine the following basic settings:
Click Next >. Now, you can select the features you want to cover with Vertec:
Certain folder structures and settings are already predefined in your Vertec via additional features as config sets , through which these structures are automatically imported. The following articles explain what exactly is imported with the individual features:
All of these features can be changed, removed or imported later. So feel free to try them out according to your interests.
Click Next >.
Depending on your chosen industry, additional config sets are shown here, which you can select to import.
Information on the content can be found at Config sets . You can also download and import all config sets from the Knowledge Base at any time.
Click Next >.
Enter your company data here to register your company in Vertec. For example, the correct sender address will be entered on invoices.
Create sample data: If you are using Vertec for the first time, we recommend that you create some sample data. To help you get started, we have already included, for example, a project, a few services, an invoice, and some addresses. All data can be changed and deleted later.
Once you have made your entries, click Finish >.
| Currency |
Depending on the country selected, the following currency is set as the key currency:
|
| VAT |
Depending on the country selected, the following VAT types are defined:
The standard rate is defined as the standard VAT type in the system. |
| Language |
The default language for Vertec is the selected language. |
|
Program jargon |
Depending on the selected industry, the following program jargon is preset:
|
|
User and rate levels |
A few user levels and rate level are predefined, and a rate table with values is created. You can customize and expand these according to your needs. |
|
Service types |
Some service types are predefined. You can customize and expand these according to your needs. |
|
Expense types |
Some expense types are predefined. You can customize and expand them according to your needs. |
| Outlay types | Some outlay types are predefined. You can customize and expand these according to your needs (only Procurement module). |
|
Activity types |
A number of activity types are predefined. You can customize and expand these according to your needs. |
| Absence types | In addition to the existing absence types compensation, vacation and off, you can create the following two absence types:
|
| Settings | For the user group standard user, a row with the weekly standard hours is defined under Settings. |
|
Payment terms |
Two payment terms are stored under Settings > Payment terms. You can customize and expand these according to your needs. |
|
List settings |
Special list settings are loaded for the following lists:
|
|
Scripts |
The exact procedure for importing ZIP codes for the first time can be found in the article Importing ZIP codes . |
| Features | The features are loaded according to the selection you made above. |
| Administrator | The Administrator user is assigned to the first user level. In addition, the entry date is set to the first day of the current year. |
If you close the configuration wizard with the x, the following message appears:
| Yes | If you click Yes, only the following basic settings (described above) are loaded:
|
| No | If you click No, nothing loads. However, the wizard reappears the next time you start it. |