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GoLive Task List

You have almost complete the journey! Up to this point you have been busy adding data, and testing the system. The day has come where you are almost ready to GoLive with FlexiBake. This task list is the final steps on your journey to getting the system up and running for daily usage. 

 Purge Test Data

  1. The First thing we need to do is remove all the Data that has been added during your practicing with the system. Ask the support team to purge your:
    • Purchase Orders
    • Sales Orders
    • Invoices
    • Production Related History
    • Shipping Related History

Inventory Related (If tracking inventory) 

  1. Perform an Inventory Take-on using an IA slip
    • Repeat that step for all Raw Materials, Recipes, and Products on hand. 

Sales & Accounting Related

  1. Enter Opening Account Balances
  2. Set up General Ledger Accounts and Accounting Integration