Introduction
Onboarding
Let's Build Your Galoper System!
Welcome to the heart of your onboarding! In this section, we'll guide you through the essential first steps to tailor Galoper to your unique business. By the end, you'll see your personalized system begin to take shape, ready to streamline your operations.
Step 1: Selected Apps
- Galoper applications are displayed on this screen
- Apps you will be using are already selected - Click "Next", located at the top right corner of the page.
Step 2: Company
Enter your company's details:
The following information should be inserted:
Company Information
- Company Logo: Click on the circle to add your company's logo or a relevant image.
- Name (Required - Enter your official company name)
- Registration Number (Required - Provide your company's official registration number.)
- Date Founded (Required - Select the date your company was established.)
- Country (Required - Choose your primary operating country from the dropdown menu.)
- Note: This action will establish your base currency and impact the standard Chart of Accounts and default settings.
- Type (Required - Select your company's business type (e.g., “Joint Stock Company” "Partnership," "Corporation," "LLC"))`
Contact Information:
- Email (Required - Enter your primary company contact email address.)
- Website (Optional: Provide your company's official website URL.)
VAT Information:
- VAT Applicable (Optional: Check this box if your company is registered for VAT.)
- VAT Start Date
If "VAT Applicable" is checked, select the date your company became VAT registered. (Crucial for accurate tax reporting and historical VAT calculations.)
Proceed to the Next Section
Once all the necessary information is entered, click "Next" (top right corner), to continue setting up your system.
Step 3: Main Branch
Enter your branch's details:
The following information should be inserted:
Branch Details
- Name (Required - Enter the name of your main operating branch, e.g., "Headquarters," "Downtown Branch," "Beirut Main.")
- Code (Required - Branch Code should only be 3 letters long, numbers and symbols are not allowed.)
- Note: This code will be displayed and associated with document numbers generated in the system
Contact Information
- Phone Number (Required - Enter the main phone number for this branch, including the country code,)
- Mobile Number (Optional: Enter a mobile contact number for this branch, including the country code)
Address Information
- Region (Required - Specify the region where the branch is located)
- City (Required - Enter the city of the branch)
- Full Address (Required - Provide the complete street address, including building name/number and street name)
Proceed to the Next Section
Once all the necessary information is entered, click "Next" (top right corner), to continue setting up your system.
Step 4: Warehouse
Note: Warehouse is only accessible if inventory is chosen in “Selected Apps”
Enter your warehouse’s details.
The following information should be inserted:
- Name (Required - Give your main warehouse a clear name)
- Country (Required - Select the country where this warehouse is physically located)
- City (Required - Enter the city of the warehouse)
- Full Address (Required - Provide the complete street address of the warehouse, including building name/number and street name)
Proceed to the Next Section
Once all the necessary information is entered, click "Next" (top right corner), to continue setting up your system.
Step 5: Financial Period
Set Your Fiscal Year
The following information should be inserted:
Start Month (Required - Select the month your fiscal year begins. e.g., "January," "July").
Start Day (Required - Select the day of the month your fiscal year begins.)
--> Fiscal Year will be automatically displayed on the screen based on the start month and day.
Proceed to the Next Section
Once all the necessary information is entered, click "Next" (top right corner), to continue setting up your system.
Step 6: Chart of account
- Choose Your Chart of Accounts
Galoper offers two convenient options to get started, select your chart of accounts:
Default Country Chart (Select this option if you prefer a standard chart of accounts based on your country, designed to align with common accounting practices.)
- Note: You will have the flexibility to customize it fully later on.
Custom Chart (Choose this option if you prefer to build your own chart of accounts from scratch.)
Proceed to the Next Section
Once all the necessary information is entered, click "Next" (top right corner), to continue setting up your system.
- Note: Upon clicking Next, the system will automatically generate the basic structure of your chart of accounts for you.
Step 7: Default Settings
To quickly set up essential system behaviors and preferences, Galoper allows you to load a set of recommended default settings. This helps streamline your initial configuration.
Choose Your Default Settings
You will see various categories of settings (e.g., Sales Settings, Primary Currency, Inventory Settings).
Review the following options and select the defaults you wish to load.
Note that some settings are mandatory to choose to ensure proper system functionality.
Default Settings:
System Settings: (Required) - This section typically encompasses configurations that affect all users and modules, such as date and time formats, secondary currencies, and general operational defaults.
Primary Currency: (Required) - Defines the main operational currency for your business within the system. All financial transactions, reports, and balances will primarily be recorded and displayed in this currency. It serves as the base for all monetary values and conversions.
Account Classifications: (Optional) - Refers to the categorization structure applied to accounts (Customers and suppliers account, each including a specific name and type of account - Resident / Non-Resident Account). These classifications are fundamental for organizing data and complying with accounting standards.
Accounting Settings: (Optional) - This section manages the core financial configurations for your business. It includes parameters such as fiscal year definition, tax rates, types of accounts, financial period management.
Payment Methods: (Required) - Defines the various ways to make payments (e.g., Cash, Credit Card, Bank Transfer, On Account, Cheque). This setting allows for the configuration of each method's details, such as associated bank accounts, processing fees, and integration with payment gateways.
Admin User: (Required) - Refers to a specific user account granted the highest level of access and control within the system. An Admin User typically has the authority to configure system-wide settings, manage other user accounts, and access all modules and data without restrictions.
Administrator Role: (Required) - This is a predefined set of permissions and privileges that grant comprehensive control over the system. It's a template of capabilities assigned to users, enabling them to perform high-level administrative tasks, manage configurations, and oversee system functionality.
Inventory Settings: (Optional) - Controls how products and stock levels are managed within the system. This includes parameters such as warehouses, specifications, brands, package types, and units of measure conversions for inventory items.
Sales Settings: (Optional) - Manages the parameters and defaults related to the sales process. This can include configurations for sales order processing, pricing rules, and customer invoicing defaults.
Default Unit of Measures: (Required) This critical setting defines the standard units used to quantify and manage items, services, or time throughout the system. (e.g., 'Kilogram' , 'Byte', 'Day', Inch, or 'Minute'). Properly configuring these units ensures consistency and accuracy across all inventory tracking, purchasing, sales transactions, and service scheduling processes.
Appointment Settings: (Optional) - Configures the parameters for managing scheduled appointments or bookings. This includes defining service durations, available time slots, and managing overlapping appointments.
Proceed to the Next Section
Once all the necessary information is entered, click "Next" (top right corner), to continue setting up your system.
- Note: Upon clicking Next, the system will automatically generate the basic structure of your chart of accounts for you.