Suggested Order of Setting Up AyaNovaLite once Licensed

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The following is a suggested order for setting up AyaNovaLite for the first time when initially licensed.  This is a suggestion only, you do not necessarily have to do things in this manner, many items can be entered on the fly but it's helpful to go through this and follow the help links.

 

Quick Setup of AyaNova Lite and start using:


Apply the AyaNovaLite activation key as per your activation key email message instructions (this could be a temporary key or a purchased key)


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


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


Edit the Lite User name - see Users


Create Labor and Travel Rates for selection in workorders


Create Clients (and/or import using the ImportExport utility - you can also create as needed too)


Use as is and/or Customize existing report templates for your company and/or create new report templates


Create service workorder for a client (follow along with tutorial for a quick walk through)


 

 

More in depth setup of AyaNova Lite:


Apply the AyaNovaLite activation key as per your activation key email message instructions (this could be a temporary key or a purchased key)

 

Go through How do I...?'s first to get an overview of use

 

Set up backup routine for your stand-alone backup configuration

 

Edit the Lite User name - 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)

 

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

 

Set your Global Settings

 

Create Labor and Travel Rates for selection in workorders

 

Create Clients (and/or import using the ImportExport utility - you can also create as needed too)

 

Create Vendors

 

Create Parts (and/or import using the ImportExport utility - you can also create as needed too)

 

Create Workorder Categories

 

Create Workorder Statuses

 

Create Workorder Item Types

 

Create Priorities

 

Use as is and/or Customize existing report templates for your company and/or create new report templates