The following basic steps apply to setting up a Compiere instance:
Define the initial Chart of Accounts (account elements) template for the tenant.
Create the tenant instance to hold your Compiere data.
Define your calendar year and periods.
Populate and define the data structures of the following:
Organizations, Warehouses, Bank, Cash Books, and Unit of measures.
Accounting schema, account elements, currencies, and charges.
Accounting set-ups of Business Partner Groups, Product Categories, Tax, Projects, Works Orders, bank accounts, cash books, and warehouses.
Document types, Document Sequences, Payment Terms, and Sales Regions
Define system users and access roles.
Prior to setting up a new tenant, the account elements (Chart of Accounts) must be defined as per the import template provided. The standard account elements template can be found in the C:\Compiere2\data\import directory. The template used as the default...