Best Practice Mini-Courses

Artsystems Database Configuration

1. Contacts Module
   • What designates a Type
   • What designates a Category
   • Advantage of using Types and Categories
   • Note User Fields and examples of how to use

2. Works Module
   • What designates a Type
   • What designates a Category
   • Advantage of using Types and Categories
   • What the Artist Category is used for
   • Note User Fields and examples of how to use
   • Note User Value Fields and examples of how to use

3. Adding and editing data in drop-down lists
   • Using File>Edit Related Fields
   • Advantages of using drop-down lists

4. Setting up Administrative Options
   • General Tab
     • Prompt to Save Changes
     • What QuickBooks area does for database
     • Set up Security options
   • Works Tab
     • Set Dimension preferences
     • Prompt for duplicate Inventory Numbers
     • Set status of Reserved works
     • Edit Works User field captions
     • Set up options for using Artsystems DataKits
   • Inventory Tab
     • Set database to automatically add Inventory numbers based on: Artist, Ownership, Work or Type
   • Contacts Tab
     • Set up Home Country (Contact address format is based on Country and Region)
     • Edit Contact User field captions
     • Set up Outlook Email feature
     • Recreate when Saving
   • Transactions Tab
     • Edit Transaction prefix and numbers
     • Adjust options for financial reports: Payable when Received in Full
     • Turn on/off prompt for Artist Categories
     • Turn on/off prompt for Verify Shipment
     • Select what happens in Works when adjusting retail price on a transaction

5. Review and Answering Questions

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