“Going Live” is the moment-in-time where you are finished will all installations and you start using FocalPoint as your primary management system. At this point you’ve become comfortable with not only FocalPoint’s features but also with your plan to use FocalPoint to help you manage your business. You may practice and test FocalPoint for as long as you wish prior to going live. Typically this “test drive period” lasts anywhere from 0 to 90 days, although this may vary depending on your situation.
Before you go live, you may want to check the accuracy of your inventory. Going live with accurate inventory in FocalPoint will help insure a successful go live day.
1.For rental, If you are on version 2.50 or later, use B-3-5 from the main menu. Please contact Visum if you are on an older version of FocalPoint.
2.For merchandise, run B-4-2 from the main menu
Is the value of your rental and merchandise inventory on these reports accurate? If not, consider taking inventory. If Visum helped you convert files, and your data was misinterpreted by us, please let us know immediately.
To take inventory:
1.Run inventory valuation reports mentioned above.
2.Run merchandise count sheets
3.Make adjustments to merchandise inventory.
5.Make adjustments to rental inventory.
7.Add merchandise items as needed.
8.Re-run inventory valuation reports.
Once you are ready to go live, use the checklist below to make sure your bases are covered:
Go Live Date ______/______/______
_____ Call or email Visum to let us know what your intentions are.
_____ Clear files after you are done "practicing". You can do this a few hours or a few weeks before you go live. This process will remove all "test" transactions, payments etc. You can do this multiple times if you clear your files, then decide to practice more. To clear your files:
1.Go to D-8 from the main menu, “New Store Setup”
2.Click on the “Clear Files” button.
3.The password on November 1 2012 is 110112901. The format of the password in general is mmddyy901, where mm=2 digit month, dd=2 digit day, yy=2 digit year, and 901 just happens to be our street number.
4.Click YES to confirm. This will only clear out date related to transactions. Your inventory and customer files are not touched by this process.
_____ - After your files are cleared, start entering all of your existing reservations (orders with a future starting date). This way when customers show up on your go live day, you can quickly convert the reservation to an order and get them out the door.
_____ - Next, enter existing open contracts back-dated to the start date of the OPEN contract. An order that started 3 months go should be back-dated to the most recent billing date. This way, when customers return stuff, you have an open contract to do the return on.
_____ - Make sure that your Accounts Receivable balance in FocalPoint reflect exactly what your customers owe you. Review sections on creating beginning balance invoices, beginning balance credits, and transferring receivables from QuickBooks to FocalPoint.
