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dynamiczip:install:demo [2016/09/21 17:48] – connidynamiczip:install:demo [2017/10/11 22:07] – conni
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 ====== Demo Installation Checklist ====== ====== Demo Installation Checklist ======
  
-You can install and test  DynamicZip for free  in the  [[dynamiczip:glossary:Lesson Company]] by running in  [[dynamiczip:faq:Demo Mode]]. Please follow the instructions below.\\ +You can install and test  DynamicZip for free  in the  [[dynamiczip:glossary:Lesson Company]] by running in  [[dynamiczip:faq:Demo Mode]]. Please follow the instructions below. 
 ===== Installation ===== ===== Installation =====
-  * Download the appropriate version of DynamicZip from our [[kampdata: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 =====
 +
   * Enable the DynamicZip [[dynamiczip:faq:Demo Mode]] for use with the [[dynamiczip:glossary:Lesson Company]].    * Enable the DynamicZip [[dynamiczip:faq:Demo Mode]] for use with the [[dynamiczip:glossary:Lesson Company]]. 
   * If you are not performing this demo as 'sa' or DYNSA, [[dynamiczip:glossary:Permissions|permissions]] may need to be granted to the appropriate user.   * If you are not performing this demo as 'sa' or DYNSA, [[dynamiczip:glossary:Permissions|permissions]] may need to be granted to the appropriate user.
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 ===== Routines ===== ===== Routines =====
  
-  - [[dynamiczip:features:import:rate_and_boundary_import|Import the sample rate & boundary database]].+  - [[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]].((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]].))
   - 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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   - Use the [[dynamiczip:windows:Report Wizard]] in the [[dynamiczip:windows:DZ Reports window]] to create a default [[dynamiczip:reports:DynamicZip Tax Reports|tax report]] for the state(s) included in the above invoices' Ship-To addresses.   - Use the [[dynamiczip:windows:Report Wizard]] in the [[dynamiczip:windows:DZ Reports window]] to create a default [[dynamiczip:reports:DynamicZip Tax Reports|tax report]] for the state(s) included in the above invoices' Ship-To addresses.
     - By default this report will be in a summary format. You can open the report option and change it to detail and/or modify the sort order and which headers and/or footers you want to show on the report.     - By default this report will be in a summary format. You can open the report option and change it to detail and/or modify the sort order and which headers and/or footers you want to show on the report.
-  - Use the [[dynamiczip:windows:DZ Reports window]] to create any number of additional [[dynamiczip:reports:DynamicZip Tax Reports]] using various [[dynamiczip:windows:dz_report_options_window|Report Options]]. By doing this you will see the great variety of ways DynamicZip is able to extract and present your sales and purchase [[dynamiczip:glossary:Transaction History Files|transaction tax history]].+  - Use the DZ Reports window to create any number of additional DynamicZip Tax Reports using various [[dynamiczip:windows:dz_report_options_window|Report Options]]. By doing this you will see the great variety of ways DynamicZip is able to extract and present your sales and purchase [[dynamiczip:glossary:Transaction History Files|transaction tax history]].
  
 ---- ----
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 [[dynamiczip:Checklists]] \\  [[dynamiczip:Checklists]] \\ 
 [[dynamiczip:faq:new_install_instructions|Installation & Setup]] \\  [[dynamiczip:faq:new_install_instructions|Installation & Setup]] \\ 
-\\  
-\\  
  
dynamiczip/install/demo.txt · Last modified: 2017/10/11 22:13 by conni
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