Use Templates in Data Management – Details

  • System and Shared – Include system setup, global address book, shared general ledger, and workflow.​
  • Financials – Includes general ledger, bank, accounts payable, tax, accounts receivable, fixed assets, and budgeting.​
  • Supply chain management – Includes inventory management, product management, procurement, sales and marketing, limited warehouse management, production control, and costing.​
  • Expense and Project Management – These templates aren’t included in a larger template. However, they are designed so that they can easily be merged into a project that uses other templates.​
  • Workers – Includes the entities needed to add workers and re-map entities where the worker mapping was removed.