Vertec Cloud Suite configuration wizard
Vertec Cloud Suite configuration wizard
Product line
Standard
|Expert
Operating mode
Cloud Suite
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Created: 18.07.2019
Updated: 19.04.2022
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Updated screenshot of additional features, added display types.
The first time you Start Vertec Cloud Suite, the configuration wizard appears. Use it to predefine the following basic settings:
Step 1 of 4
- Country: Select your country.
- Language: Select the language in which you want to operate Vertec.
- Industry: Here you can select your industry. You can choose from:
- Consultants
- Engineers
- Software vendors
- IT service providers
- Agencies
- Law firms
- Fiduciaries
Click Next >. Now, you can select the features you want to cover with Vertec:
Step 2 of 4
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:
- CRM: Imports the config sets Addresses and CRM root folder and Sales root folder with advanced features for address management, customer management and offer creation.
- Projects and cases: Imports the config set Project management root folder with advanced functions for project controlling, project costing and project management.
- Users and resources: Imports the config set HR root folder with advanced absence and HR management capabilities.
- Invoicing: Imports the config set Invoicing root folder with advanced features for the invoicing process and sales evaluations
All of these features can be changed, removed or imported later. So feel free to try them out according to your interests.
Click Next >.
Step 3 of 4
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 >.
Step 4 of 4
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 >.
The following operations are performed:
| Currency |
Depending on the country selected, the following currency is set as the key currency:
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| 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. |
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Program jargon |
Depending on the selected industry, the following program jargon is preset:
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User and rate levels |
A few user levels and rate levels are predefined, and a rates table with values is created. You can customize and expand these according to your needs. |
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Service types |
Some service types are predefined. You can customize and expand these according to your needs. |
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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). |
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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:
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| Settings | For the user group standard user, a row with the weekly standard hours is defined under Settings. |
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Payment terms |
Two payment terms are stored under Settings > Payment terms. You can customize and expand these according to your needs. |
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List settings |
Special list settings are loaded for the following lists:
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Scripts |
You can find the exact procedure for importing ZIP codes for the first time 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. |
Cancelling the configuration wizard
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:
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| No | If you click No, nothing loads. However, the wizard reappears the next time you start it. |