Perform spot checks on the systems, comparing to what is in NetSuite to ensure the accuracy of the data migrated from NetSuite before technicians go to the field.
Items to check:
Client Pricing (Lightspeed)
Check Client Pricing: Navigate to Customer > Groups, select a customer, and click the Edit icon to confirm details.
If it's not correct: Watch this video or follow the instructions to add and edit client pricing.
Product Pricing (Lightspeed)
Check Product Pricing: Navigate to Catalog > Products, select a product, and click the Edit icon to confirm details.
If it's not correct: Watch this video or follow the instructions to edit product pricing.
Composite Products (Lightspeed)
Check Composite Kits: Navigate to Catalog > Products, select a product, and click the Edit icon to confirm details.
Fix Incorrect Details: Watch this video or follow these instructions to add and edit composite kits.
Supplier List (Lightspeed)
Check Supplier Details: Navigate to Catalog > Supplier in the left menu, select a supplier, and click the Edit icon to confirm details.
Fix Incorrect Details: Watch this video or follow these instructions to add and edit suppliers.
Purchase Orders (Lightspeed)
Check Purchase Orders: Navigate to Inventory > Stock Control > Order. Use the filter to see open or pending orders and check the Status column.
Fix Incorrect Status: Follow these instructions to verify the status of Purchase Orders.
Create New Orders: Watch this video to learn how to create new Purchase Orders.
Jobs List for the next 7 days (Vital)
Check Jobs: Navigate to Jobs > Calendar in the left menu. Select Day, Month, or Week on the right side to change the view and confirm jobs for that period.
Edit Incorrect Jobs: Watch this video or follow these instructions to edit jobs from the Calendar view.
Contacts List (Vital)
Check Contact Details: Navigate to Contacts in the left menu, select a contact, and click the blue Edit icon to confirm details.
Edit Incorrect Details: Watch this video or follow these instructions to correct contact details.
Link/Unlink Contacts: Watch this video to learn how to link or unlink contacts.
Pools List (Vital)
Check Pool Details: Navigate to Pools in the left menu, select a pool, and click the blue Edit icon to confirm details.
Edit Incorrect Details: Watch this video or follow these instructions to correct pool details.
Link/Unlink Pools: Watch this video to learn how to link or unlink pools.
Unbilled Invoices (Vital)
Check Invoice Status: Navigate to Invoicing > Invoices in the left menu and review the invoice statuses.
Incorrect Status?: Watch this video or follow these instructions to verify and correct invoice statuses.
Accounting Contacts (Xero)
Check Contacts: Navigate to Contacts > All Contacts in the top menu. Go to Invoicing > Invoices to review the contacts list.
Important Note: If you identify any discrepancies in Xero, please report them by emailing evolution@poolwerx.com.au before making any changes in Xero. This helps ensure all corrections are tracked and handled appropriately.
Accounting Suppliers (Xero)
Check Suppliers: Navigate to Business > Supplier in the top menu to review the supplier list.
Important Note: If you identify any discrepancies in Xero, please report them by emailing evolution@poolwerx.com.au before making any changes in Xero. This helps ensure all corrections are tracked and handled appropriately.
Note: The accounts chart migration summary, confirming the financial data mapping in Xero, was validated as part of the Xero Conversion report before the Go Live date.
If there are any discrepancies that can not be easily edited in the system, please report them by emailing evolution@poolwerx.com.au.