Suggested Order and link to Help Topic

Apply the AyaNova activation key as per your activation key email message instructions

Set up for AyaNova network configuration (multiple networked users connect to the database at the same time) if required

Set up backup routine for your configuration (stand-alone backup or network Firebird Server configuration or SQL configuration)

Edit the AyaNova Administrator default password and create a new manager administrator user account - see Users

Create Tax Codes (to be used as defaults in Global Settings)

Locales (create a custom locale if you want to change the text displayed in AyaNova and set as default in Global Settings for new users, and/or assign to existing users)

Erase the AyaNova v5 data entered to start fresh or manually delete objects if applicable

Create Regions (used to restrict data access based on region a user is a member of) and set Client Notifications for each Region

Create and setup Security Groups (determines rights to access AyaNova features for users)

Create Part Warehouses (assign default warehouse to users as well as used to maintain tighter inventory control)

Create Dispatch Zones (used to group clients together for filtering, reporting and scheduling, and assign schedulable users to)

Create User Certifications (used to determine if user can perform certain service and/or be assigned to certain Schedulable User Groups)

Set your Global Settings

Set up AyaNova Users

Client Groups (groups clients together for filtering and reporting)

Create Labor and Travel Rates for selection in workorders

Subscribe to events such as Client Contract Expiring before setting client contract expiry date

Create Contracts

Create Head Offices

Create Clients

Create Vendors

Create Unit Models

Create Units

Create Loan Items

Create Parts

Enter Part Inventory Adjustment for starting inventory

Create Workorder Categories

Create Workorder Statuses

Create Workorder Item Types

Create Priorities

Create Unit Service Types

Create Task Groups & Tasks

Have users subscribe to events

Customize existing report templates for your company and create new report templates

Add additional custom fields where needed