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dynamiczip:install:demo

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dynamiczip:install:demo [2017/10/11 19:46] – connidynamiczip:install:demo [2017/10/11 22:13] (current) – conni
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   * Download the appropriate version of DynamicZip from our [[https://www.kampdata.com/download|Download Page]].   * Download the appropriate version of DynamicZip from our [[https://www.kampdata.com/download|Download Page]].
   * [[dynamiczip:faq:DynamicZip Installation Reinstallation Faq|Install DynamicZip]].   * [[dynamiczip:faq:DynamicZip Installation Reinstallation Faq|Install DynamicZip]].
 +  * Click here for a [[https://www.kampdata.com/tech-support/53-support-videos|video tutorial on the Monthly Rate and Boundary Import]] process.
  
 ===== Setup ===== ===== Setup =====
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 ===== Routines ===== ===== Routines =====
  
-  - [[dynamiczip:features:import:rate_and_boundary_import|Import the sample rate & boundary database]]((The version of the sample database included in the download for build 74-78 is incomplete. Please downlaod the correct sample database from https://www.kampdata.com/download/download?path=database%252FSampleRateAndBoundaryDatabase.zip)) +  - [[dynamiczip:features:import:rate_and_boundary_import|Import the sample rate & boundary database]].((The sample database included in the download for builds 77 and 78 is incomplete. Please download the complete sample database [[https://www.kampdata.com/download/download?path=database%252FSampleRateAndBoundaryDatabase.zip|here]].))
-.+
   - Use the [[dynamiczip:windows:DZ Customer Address Correction window]] to update the customers' addresses to match the addresses imported from the sample database.   - Use the [[dynamiczip:windows:DZ Customer Address Correction window]] to update the customers' addresses to match the addresses imported from the sample database.
   - Use the [[dynamiczip:windows:DZ Assign Customer Tax Schedules window]] to assign the appropriate [[dynamiczip:glossary:Tax Schedule ID]] to the customers' addresses.   - Use the [[dynamiczip:windows:DZ Assign Customer Tax Schedules window]] to assign the appropriate [[dynamiczip:glossary:Tax Schedule ID]] to the customers' addresses.
   - Repeat the above two steps for vendors and sites.   - Repeat the above two steps for vendors and sites.
-  - +
 ===== Address Entry ===== ===== Address Entry =====
  
   - Test [[dynamiczip:features:Zip Addressing|ZipAddressing]] by entering or modifying an address in a customer, vendor or site address card. (You will need to use one of the ZIP Codes included in the [[dynamiczip:glossary:Sample Zipsales Database|sample database]].   - Test [[dynamiczip:features:Zip Addressing|ZipAddressing]] by entering or modifying an address in a customer, vendor or site address card. (You will need to use one of the ZIP Codes included in the [[dynamiczip:glossary:Sample Zipsales Database|sample database]].
   - Test [[dynamiczip:features:schedule_assignment:Tax Schedule Selection]] by tabbing or clicking into the Tax Schedule ID field in the address card created or modified in the above step.   - Test [[dynamiczip:features:schedule_assignment:Tax Schedule Selection]] by tabbing or clicking into the Tax Schedule ID field in the address card created or modified in the above step.
-  - +
 ===== Transaction Entry ===== ===== Transaction Entry =====
  
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 [[dynamiczip:Checklists]] \\  [[dynamiczip:Checklists]] \\ 
 [[dynamiczip:faq:new_install_instructions|Installation & Setup]] \\  [[dynamiczip:faq:new_install_instructions|Installation & Setup]] \\ 
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dynamiczip/install/demo.1507751207.txt.gz · Last modified: by conni
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