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Templates documents to help gather info for new client setup

Elisabetta Ierardi
on 9/1/13, 5:33 PM 1,111 views


Has any of you found or worked on effective documents templates to use for a new company setup? It would be useful to confirm the correct steps and main priorities to follow in order to avoid mistakes, double work and corrections (also considering that openerp is not retro-active). I would have thought:

Accounting and Finance (the account module) - Confirm accountancy flow - Confirm company tax system - List any “extra” Accounts to create and integrate in the predefined chart of accounts - Define fiscal positions

Purchase Management (the purchase module)

Warehouse Management (the stock module)

Sales Management (the sale module)

Thank you for your help! Elisabetta

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Asked: 9/1/13, 5:33 PM
Seen: 1111 times
Last updated: 3/16/15, 8:10 AM