This document describes how to start using AvailSuite in production mode, i.e. to actually use AvailSuite to run your business. It is assumed that AvailSuite has been properly installed and required number of user licenses purchased. To get help installing AvailSuite, please refer to Installation and Configuration Guide or request support at support@availsuite.com.

AvailSuite also has built-in Quick Start tutorial with videos. To run the tutorial, click Quick Start on the main menu.

Preparing AvailSuite for production use consists of the following steps:

• Cleanup Database
• Fill in Company info
• Add Users and Employees
• Fill Pest Control tables
• Fill miscellaneous tables
• Add Customers
• Modify layouts of printing documents

Cleanup Database

AvailSuite comes with sample data, whose purpose is to help you quickly learn the system. It is also likely that you will play around with the data during evaluation period. Therefore, the database will be full of unwanted data. In order to quickly delete all data from the database, in the Maintenance menu of the main form, choose Utilities and click Cleanup Database.

This operation will delete all records from the system except for company settings, employee information, and some miscellaneous tables like task categories.

Only a system administrator is allowed to perform the database cleanup.

Fill in Company info

Select Company Settings in the Maintenance menu on the main form. This screen allows you to enter: your company name, address and phones, e-mail and web site address.

On the second page, you can set picture of your logo. The recommended size of the logo is 200 pixels of width with 100 pixels of height. The options Zoom, Clip and Stretch are applicable only on the form, not during printing.

On the third page, you can set footnote text for orders and invoices.

On the fourth page, you can choose a Working Time used as default Working Time for Employees in your Company, and define a default tax value.

Add Users and Employees

To create an employee, you can use any of the following ways:

• Use the button New Employee on the toolbar;
• In the File menu of the main form, select New and click Employee;
• fill a new row directly in the employee grid;
• double-click on a new row on the Employees view or on a white area below rows;

To complete editing of a new employee and add a new row on the employee grid, use the button with the + sign in the row navigator below the grid.

When you add Employees to AvailSuite, they do not automatically receive any access to the system. It must be explicitly done by checking the Has system access control on the Employee data screen. You must also specify Login Name for the Employee and set a password using the Change Password button. This makes it possible for the Employee to use the system.

Please note that inactive employees have no access to AvailSuite