This guide outlines the steps to get started with using Rackbeat. If you are interested in using Rackbeat, you can contact Netvisor's sales. Rackbeat can be implemented directly through Netvisor Store. Once the environment is opened, you can proceed with the implementation using the following instructions.
Note! There are instructional videos available for Rackbeat implementation on the opi.netvisor website:
Settings, registers, initial balances, and inventory
Orders, value recording, product structure and models, integrations
CONTENTS
3. Establishing customer, product, and supplier registers
(4. Batch and serial number implementation)
5. Initial balances are added using inventory
Other useful instructions and tips for Rackbeat
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. Establishing customer, product, and supplier registers
Before starting production use, registers are imported as a CSV file into Rackbeat. More details on this topic can be found here. When registers are imported into Rackbeat, balances are not imported simultaneously; this is done separately through inventory. More details on inventory will be provided here (guide coming soon). CSV import is not mandatory, as products, customers, and suppliers can be established in Rackbeat as needed during use.
(4. Batch and serial number implementation)
If necessary, batch and serial number implementation must be done before inventory or at the latest before the product has a balance. Add-ons > Serial numbers and batch tracking can be added through add-ons. Once batch tracking or serial numbers are activated, they are set on the product card for each product individually. Please note that batch tracking and serial numbers must be activated for the product before it has inventory transactions. Batch tracking or serial numbers cannot be activated later for a product that already has inventory transactions. You do not need to worry about the prices displayed on this page.
5. Initial balances are added using inventory
More details on inventory can be found here: Rackbeat Inventory / Warehouse Reset. Initial balances can be imported using CSV import (Guide section "Inventory entry using CSV file") or manually (Guide section "New inventory entry").
If the product register is small, initial balances can also be done manually as inventory transactions (Inventory > Inventory transactions > Create inventory transaction).
Other useful instructions and tips for Rackbeat
- How to add access rights to Rackbeat? 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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