What tables you have to set up before using MainBoss
You do not have to complete any tables before using MainBoss Basic. However, to do almost anything (for example, to create work orders or purchase orders), you need at least some entries in the following tables:
We also recommend that you at least complete the following tables before beginning to use MainBoss for your work:
- Work Categories
- Repair Closing Codes
One or both of the following pairs of tables are recommended for all MainBoss sites:
Complete the Personnel table if you will be creating work orders using your own staff. Because Personnel records refer to the Trades table, there must be an entry in the Trades table before adding Personnel.
- Vendor Types
Complete the Vendor table if you will be creating work orders using outside contractors. Because Vendor records refer to the Vendor Types table, there must be an entry in the Vendor Types table before adding Vendors.
The following tables are recommended if you plan to issue work orders for Equipment:
- Equipment Type
- Equipment (accessed from the Equipment menu)
The following tables are recommended if you plan to issue work orders for building areas (called Spaces in MainBoss):
- Space Type
The following tables are recommended if you plan to keep track of your inventory of supplies and parts:
- Units of Measure
To use purchasing and receiving features, the following tables are recommended:
- Vendor types
- All Inventory tables
- Shipping Modes
- Payment Terms
You should also specify address information for buildings in the Buildings table where shipments may be received.
Other MainBoss tables can be used to provide useful supplementary information in various contexts; however, they are typically not as important as the tables listed above.