The initial data setup within Sprout is a collaborative effort between the customer and Anovys.  Many of these steps are performed for the customer during on-boarding.  This section is designed to give the user an idea of what occurs and in what order.

User Interface Setup

Before any data is imported be sure that all test/seed data is removed.  Update both the Company and Company Site options under System to reflect the customers business

Prep Data Gathering Form

Anovys will provide the customer with a Google Sheet.  That Google Sheet is used to collect the master data from the current system.  The following section describes what is setup and how it is imported

Sales Rep Codes

Sales reps are used to track sales and responsibility of customers.  This must be set up or imported into the system before customers are created.

Price Levels

Price levels are covered in depth in Sprout in subsequent documents.  If the user wishes to assign price levels to the customers when the customers are created the price levels must first be created, but not populated, in Sprout. This must be setup or imported into the system before customers are created, otherwise the users will have to go in and manually setup price levels.  Alternatively, if price levels are not ready yet, Anovys can assist with a bulk update.  Note, the date format must be YYYY-MM-DD to import without errors

Customer Credit Terms

Credit terms are used in Sprout for aging and other financial reporting.  Sprout comes preloaded with many standard terms.  Add, edit or delete terms to match your business.  These should be updated before customers are imported.

Customers

Customers, often called Bill Tos, must have sales rep codes, price levels and customer credit terms mapped to their associated ID before customers are imported.  Be sure to check the Company Site

Customer Sites

Customer sites, often called Ship Tos, must have the customer code mapped in addition to sales reps and company site codes.  If the import will override Customer price levels that must be mapped as well.

Active Yes is 1

No orders is default no, or 0

UOMs

Some Item UOMs come preloaded in Sprout. The initial UOMs should be pulled and deduplicated from the items listing coming from the original system.  More information on UOMs can be found in the item documentation

Buyers

Buyers are used on items to help the user track who the assigned buyer is.  If this will be imported with items it must be created either via the UI or via an import.  It can be maintained later as well.

Items

Before items can be imported the UOM must be mapped for the default UOM. Buyers must be mapped to the buyer ID. Typically all items should come in as autoconvert unless specifically discussed otherwise with the customer.  All test items should be removed via the UI before importing items.

Item UOMs

When importing item UOMs be sure to set auto convert to 1 in most cases.  When possible to get the cube and weight information it can be imported here as well.