Summary

We typically spend anywhere from two weeks to a month working with a client, getting their items list set up in the system initially. We then tweak the item definitions throughout the rest of the implementation, right up until we go live. Most of the details you set initially can be changed later, but some are tougher to modify, such as the item’s type. Following this book’s order of events, you should have clear requirements documented before you start to define items in an account. However, we are always open to changing our plans as our understanding of the client’s business changes over time.

This chapter should make it clear that the order in which we perform setup steps in an account is very important, and you should note that we need to have a good, solid first pass on the full item list that is imported into an account before we tackle setting up and processing transactions. We will start that work in Chapter 13, Financial Transactions and...