This guide outlines the steps to get started with using Rackbeat. If you are interested in using Rackbeat, please contact Netvisor's sales. Once the environment is set up and access rights are added, you can proceed with the implementation using the following instructions.

CONTENTS

1. Logging into Rackbeat

See the Logging into Rackbeat guide for instructions on how to log into Rackbeat.

2. Rackbeat Settings

Before starting to use the system, it is important to ensure that the company's settings are correct. More details about the settings can be found in the Rackbeat Settings guide. At the beginning of the guide, there is a summary of the most important settings for starting.

3. Initial Synchronization/Establishing Registers

Before starting production use, customer, product, and supplier data must be synchronized between the programs, either from Rackbeat to Netvisor or vice versa. Synchronization is performed by Netvisor's customer service, and before that, the user must ensure that the registers are up to date. More details about synchronization can be found in the Rackbeat Integration Preparations guide.
Another option is to import the registers as a CSV file into Rackbeat. This option is used, for example, when both Netvisor and Rackbeat are started at the same time. It may also be that the registers are not desired to be imported directly from Netvisor (for example, they are not up to date).

Other Useful Instructions and Tips for Rackbeat

  • How to add access rights to Rackbeat? The Rackbeat Settings: Users guide explains how to add access rights for other users in the company.
  • What information is transferred between Rackbeat and Netvisor? The operational logic between Rackbeat and Netvisor is explained in the Operational Logic between Rackbeat and Netvisor guide.
  • Handling previous orders in Netvisor. If the company already has orders on the Netvisor side, we recommend processing and invoicing them in Netvisor before starting use.
  • Numbering of sales orders and sales invoices. When starting to use Rackbeat, it is good to ensure that there is no overlap in the numbering of sales orders and invoices. If the invoice/order number has already been used in Netvisor, the same invoice number cannot be imported from Rackbeat, and the import will result in an error.
    • If some orders/invoices are handled solely on the Netvisor side, in this case, Netvisor's own order/invoice numbers must be significantly larger than the numbers used by Rackbeat to avoid overlap. An invoice created in Netvisor always receives the largest available invoice number automatically.  When you create an invoice in Netvisor, modify its invoice number to be significantly larger, so that the next invoice created in Netvisor will receive one number larger. More detailed information can be found in the Handling Invoice Number Series in Netvisor guide.
    • If in the future all orders/invoices are handled on the Rackbeat side, Rackbeat's numbering should be set to start from a larger number than what exists in Netvisor. More information on setting numbering in Rackbeat can be found in the Rackbeat General Settings guide.


Keywords: Rackbeat, Rackbeat login, Rackbeat settings, Initial synchronization




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