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 | The Company Name is used on printed reports. It has a maximum limit of 100 characters and can only be edited by NLP. | |
Company Short Name | The Company Short Name is displayed on the NorthScope menu. It is used to identify the current company you are logged into and the list of other companies a user has access to. It has a maximum limit of 25 characters and can only be edited by NLP. | |
Company ID | The Company ID is assigned during the NorthScope installation. It is a unique identifier that is used on inquires and in the Data Warehouse. It has a maximum limit of 20-characters but is typically less than 8 and can only be edited by NLP. | NLP to assign. |
Currencies
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
Users represent individual logins with access to NorthScope. The number of concurrent users that can be logged into the system at any given time is based on the number of user licenses purchased. Users typically represent individuals but can also be setup by job function (e.g., Scale House, Shipping) in companies where more than one user performs the same tasks on different shifts. There is no limit to the number of users that can be added, but your license controls how many can be logged in concurrently.
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 | Phone | Describe the access needed. | |
|---|---|---|---|---|
1 | ||||
2 | ||||
3 | ||||
4 | ||||
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Company Addresses
Address Type | Address ID | Address Name | Address 1 | Address 2 | City | State | Zip | Country | Phone | |
|---|---|---|---|---|---|---|---|---|---|---|
Mailing | Mailing | |||||||||
Physical | Physical | |||||||||
Remit To | Mailing | |||||||||
Purchasing Ship To’s (non -warehouse) | N/A | |||||||||
Direct Printers
A Direct Printer is a printer where specific documents are sent to notify people of work to do. For example, a printer in a specific cooler that is used to print order items that need to be picked from that cooler. Direct printers do not need to be installed locally on your workstation. This feature is not supported for any report that is accessed from a Functional Area Report page (i.e., analysis reports).
Identify any direct printers that need to be configured. Ignore if not used.
Printer Name | Location | Used for |
|---|---|---|