User Tools

Site Tools


dz:import:demo_checklist

This is an old revision of the document!


You can install and test DynamicZip™ for free in the Lesson Company by running in Demo Mode. Please follow the instructions below.

Demo Checklist:

  1. Download the appropriate version of DynamicZip from our Download Page.
  2. Install DynamicZip.
  3. Enable the DynamicZip Demo Mode for use with the Lesson Company.
  4. If you are not performing this demo as 'sa' or DYNSA, permissions may need to be granted to the appropriate user.
  5. Import the Sample ZIPsales Database.
  6. Use the DZ Customer Address Correction window to make the customers' U.S. addresses match the addresses imported from the Sample ZIPsales Database.
  7. Use the DZ Assign Customer Tax Schedules window to assign the appropriate Tax Schedule ID to the customers' U.S. addresses.
  8. Use the Sales Transaction Entry window to create and post invoices that have customers' U.S. addresses as their Ship-To addresses. For this demo, these invoices should have a Shipping Type of Delivery. For best results do not use multiple ship-to's on a single document.
  9. Use the Report Wizard in the DZ Reports window to create a default tax report for the state(s) included in the above invoices' Ship-To addresses.
  10. Use the DZ Reports window to create any number of additional DynamicZip Tax Reports using various Report Options. By doing this you will see the great variety of ways DynamicZip is able to extract and present your sales and purchase transaction tax history.
  11. If desired you can setup Inventory Sites with addresses and tax schedules included in the above import and then create and post invoices with a Shipping Type of Pickup. Run DynamicZip Tax Reports to see how these transactions will be reported.
  12. Test ZIP Addressing by entering or modifying an address in the Customer Address Maintenance window or the Sales Ship-To Address Entry window. (You will need to use one of the ZIP codes included in the Sample ZIPsales Database.)
  13. Test Tax Schedule Selection by tabbing or clicking into the Tax Schedule ID field related to the address entered or modifed in the above step.

Checklists

Installation & Setup

dz/import/demo_checklist.1412807856.txt.gz · Last modified: by dale

Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki