Différences
Ci-dessous, les différences entre deux révisions de la page.
| en:wiki:outils:demarragerapide [2025/06/24 19:16] – créée - modification externe 127.0.0.1 | en:wiki:outils:demarragerapide [2026/10/23 21:23] (Version actuelle) – Automatic push translation eneuville | ||
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| - | ====== | + | ====== ======Quick Start Guide |
| - | FIXME A1 proofreading not yet effective for this page. In the meantime, you can ask any questions on the [[https:// | + | |
| - | Have you just installed | + | Have you just installed on your PC? You’ve made a great choice! |
| - | **Normally, in 15 minutes, you edit your first invoice. | + | |
| - | To help you get started quickly, this page presents | + | To help you get started quickly, this page outlines |
| - | Follow the leader | + | Follow the guide! |
| - | {{ :wiki: | + | {{ wiki: |
| - | ===== Refine | + | ===== Fine-tuning |
| - | The startup | + | The start-up |
| - | ====On | + | However, let’s fine-tune things a little further. To do this, open the general settings screen using the **F3**, or via **Tools -> Settings -> General Settings**. |
| - | This tab describes | + | ====On |
| - | === Identity | + | On the sub-tab |
| - | Start by checking the classic sections, company name, address, telephone, etc. | + | {{fr: |
| - | {{: | + | You can click on the magic wand < |
| - | Then : | + | In the sub-tab **Legal/ |
| - | * Enter your APE code < | + | |
| - | * Enter your corporate form < | + | |
| - | * Click on the magic wand < | + | |
| - | === Legal/Tax sub-tab=== | ||
| - | {{:fr: | + | {{fr: |
| - | Check that your < | ||
| - | In the date of first financial year < | + | In the sub-tab **Miscellaneous**, |
| - | Then enter your VAT number < | ||
| - | :TIP: More details on this tab: [[en:wiki:parametrage: | + | {{fr:wiki:outils:demrap_01b.png? |
| - | === Miscellaneous sub-tab === | + | :TIP: Further details on this tab: [[en: |
| - | {{: | + | ====On the Contacts tab==== |
| - | Check that your times in < | + | Contacts |
| - | ====On the Contact tab==== | + | {{fr: |
| - | Contacts are all the people you deal with: customers, prospects, partners, service providers, but also simple relationships. | ||
| - | + | * Choose the data type < | |
| - | {{: | + | * Tick the box < |
| - | + | ||
| - | * Choose the < | + | |
| - | | + | |
| :TIP: More details on contacts: [[en: | :TIP: More details on contacts: [[en: | ||
| - | ====On the Parts tab > Bottom of page ==== | + | ====On the Quotes and Invoices |
| - | The parts are: | + | Sales documents include |
| - | * on the customer side: quotes, orders, invoices, credit notes, and delivery notes | + | |
| - | * on the supplier side: price requests, orders, invoices, credit notes, and receipts | + | |
| - | {{: | + | Purchase documents (supplier side) include price enquiries, purchase orders, invoices, credit notes and goods receipt notes. |
| - | * Click on the magic wand < | + | {{fr: |
| - | :TIP: More details | + | * On the sub-tab **Footer**, click on the magic wand < |
| - | ====On the Products/ | + | :TIP: Further details on purchase |
| - | Products are the goods you sell (and also the goods you buy). | + | |
| - | {{: | + | ====On the Products/ |
| - | * Choose < | + | Products are the goods you sell (and also those you buy). |
| - | * Optionally specify your stock management options < | + | |
| - | * If you have a lot of products, check the < | + | |
| - | :TIP: More details on the products: [[en:wiki:produits:produits|this page]] | + | {{fr:wiki:outils:demrap_04.png? |
| - | ====On | + | * If you have a lot of products, tick the box < |
| - | This is the computer you are currently using. | + | |
| - | {{:fr: | + | {{fr: |
| - | Specify | + | * Specify |
| - | :TIP: More information | + | :TIP: More details |
| - | :TIP: More information on the " | ||
| - | ===== Save bank accounts ===== | ||
| - | Via **Tools -> Accounting settings -> Bank accounts**, open the list of bank accounts | + | ===== Register |
| - | Open the Pro account form which was created by the start-up wizard with default data. | + | Via **Accounts -> Bank Accounts**, open the list of bank accounts you will be using for your business. |
| - | {{: | + | Open the “Business account” record that was created by the start-up wizard with default details. |
| - | * Indicate an easy to understand title < | + | {{fr: |
| - | * Indicate the IBAN < | + | |
| - | * Indicate the BIC < | + | |
| - | You can declare others if you have several. | + | * Enter a clear and easy-to-understand name < |
| + | * Enter the IBAN < | ||
| + | * Enter the BIC < | ||
| - | :TIP: More information on bank accounts: [[en: | + | You can enter additional details if you have more than one. |
| + | :TIP: Further information on bank accounts: [[en: | ||
| - | ===== Populate your product catalog ===== | ||
| - | Via the **Products -> List of products** menu, open the list of products, in which you will record the goods that you usually sell (or buy) (it is not obligatory to record all the products that you buy or sell), click on the **New** button. | + | ===== Register a product ===== |
| - | {{: | + | Via the menu **Products -> Products**, open the list of products, and click on the **New** button to register one of the products you sell. |
| - | * Indicate a code and a name in plain text < | + | {{fr: |
| - | * Indicate a buying and selling unit < | + | |
| - | * Indicate a purchase price < | + | |
| - | * Indicate a selling price < | + | |
| - | * Specify if you want to manage stocks < | + | |
| - | You can optionally add a photo of your product | + | * Enter a code and a plain text name < |
| + | | ||
| + | | ||
| + | | ||
| - | Then validate with the **OK** button. | + | You can also add a photo of your product via the **Image**tab, and a detailed description of your product via the **Description**tab. This description will be used in the quotation and invoice lines. |
| - | :TIP: More information on the products: [[en: | + | Confirm the save by clicking the **OK**button. |
| + | |||
| + | :TIP: Further | ||
| ===== Register a customer ===== | ===== Register a customer ===== | ||
| - | Using the **Contact** | + | Via **Contact |
| - | There is already a contact saved in the database, its you! | ||
| - | Let's register our first client. To do this, click on the **New** button in the contact list. | + | {{fr: |
| - | {{:fr: | + | On this screen, enter their ‘standard’ details: name, address, etc. |
| - | On this screen, enter your classic | + | :TIP: More information |
| + | ===== Create your first invoice ===== | ||
| + | That’s it – you’re all set to create your first invoice by clicking the **Invoice**. | ||
| - | :TIP: More info on contacts: [[en:wiki:contacts:contacts|this page]]. | + | {{fr:wiki:outils:demrap_09.png? |
| - | ===== Register your first invoice ===== | + | |
| - | There you are, you are ready to register your first invoice, by clicking on the **Invoice** button. | + | On this screen: |
| + | * select | ||
| + | | ||
| + | * if necessary, edit the quantities or prices directly in the table < | ||
| + | * if required, enter an invoice type < | ||
| - | {{: | + | By clicking on **Submit**, you will have created your first invoice with Gestan! |
| - | The invoice sheet will allow you to very easily create your first invoice: | + | {{ fr:wiki: |
| - | * click on the magnifying glass < | + | |
| - | * click on the **+** < | + | |
| - | * possibly modify the quantities or prices, directly in the < | + | |
| - | * optionally, enter an invoice type < | + | |
| - | By clicking on **Validate**, you will have created your first invoice with Gestan! | + | \\ |
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| + | ℹ️ | ||
| - | {{ :fr: | + | < |
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| - | <nspages en: | ||