| No | Description | Program Group/Program | Remarks |
|---|---|---|---|
| 1 | Check and set up all the currencies | Currency Management | |
2 | Check and set up All the settings under property management | Property Management | |
| 3 | Check the Outlet | outlet setting | |
| 4 | check the payment authorization | accounts payable | |
| 5 | employee program | employee management | User must change their password based on the current criteria of winx |
| 6 | outlet authorization | employee authorization | |
| 7 | payment method link | Coa Management | |
| 8 | purchase authorization | purchase management | |
| 9 | property auth | employee authorization | |
| 11 | Tax & Sc Linking | coa management | check the linking |
| 11 | tax | coa management | make sure that the taxes are there, if it's not there, check tblAccTaxServiceCharge maybe the country is not updated |
| 12 | revenue account link | coa management | |
| 13 | purchase account link | coa management | |
| 14 | stock location management | item management | make sure everything has value especially the new field |
| 15 | outlets Pos set up | Pos program | |
| 16 | Check the payment processing if the payment methods appear in the dropdown | Accounts payable | |
| 17 | payment class link | property management | make sure the linking is created. (Include default outlet Finance & FO in the linking) |
| 18 | If the Live database is copied to the training site, always pay attention to the IP address of the kitchen printer when doing POS this might affect operation the same applies to the supplier emails, the supplier might deliver the goods. Please set the supplier email to one of the email addresses of the purchasing in train site. | ||
| 20 | Discount Link | Coa Management | |
| 21 | Discount Management | Revenue management | |
| 22 | Designation program Template | employee management | |
| 23 | PAYMENT METHOD ACCOUNT USED | coa management | set the account to selectable yes or no |
| 24 | PARTNERS | Partner Management | Check if the country is not null |
| 25. | Property Settings | Admin & System | Check the settings by module, focus on the blue ones, it means that those fields have no value yet. |
| 26. | The COA has defaults accounts which have not been linked, they need to be linked to ledger and account group | coa management | when you open account management and click edit, unlinked accounts will be populated |
| 27. | The default outlets FO, Fin, BQ, TP need to be linked to department | outlet management | use the edit function in outlet management where department is blank. |
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