Getting Started: Installation - Single Company

This checklist provides information required to install a “Single Company” NorthScope system.

Company Names

Identify the values you want for your company names.

Term

Description

Value

Company Name

 

Company Short Name

 

Company ID

NLP to assign.

Currencies

Term

Description

 

Term

Description

 

Home

The currency used in your country.

USD - US Dollar

Other

Other currencies you record transactions in and maintain currency conversions for, within your system.

N/A - we do not use multi-currency.

Users

Identify any users that need to be configured. Note: Add all the users that need access to NorthScope but the number that can access the system concurrently is determined by your NorthScope License.

#

First + Last Name

Email

Phone

Describe the access needed.

#

First + Last Name

Email

Phone

Describe the access needed.

1

 

 

 

 

2

 

 

 

 

3

 

 

 

 

4

 

 

 

 

5

 

 

 

 

6

 

 

 

 

7

 

 

 

 

8

 

 

 

 

9

 

 

 

 

10

 

 

 

 

11

 

 

 

 

12

 

 

 

 

13

 

 

 

 

14

 

 

 

 

15

 

 

 

 

Company Addresses

Add more rows for additional addresses.

Address Type

Address ID

Address Name

Address 1

Address 2

City

State

Zip

Country

Phone

Email

Address Type

Address ID

Address Name

Address 1

Address 2

City

State

Zip

Country

Phone

Email

Mailing

Mailing

 

 

 

 

 

 

 

 

 

Physical

Physical

 

 

 

 

 

 

 

 

 

Remit To

Mailing

 

 

 

 

 

 

 

 

 

Purchasing Ship-to’s (non -warehouse)

N/A

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Direct Printers

Identify any direct printers that need to be configured. Ignore if not used.

Printer Name

Location

Used for

Printer Name

Location

Used for