System Set Up: Part 2

Now that you have finished 'Part 1' it's on to 'Part 2'. This is where we get into some of the system settings that will adjust the critical features within your MEHD / GO Business system. 

Advisor

• 60% of 'Default System Settings' are turned on in your new GO Business or MEHD Software.
• Follow along as we review specific settings that will tailor your system, creating a streamlined workflow for your organization and users.
• We suggest that you do not change settings not listed below to prevent turning off vital features.

Overview

• General Settings
  • My Company Info
  • Modules
  • Logo
• Locations
• Taxes
• Regions

General Settings

My Company Info

Set up your basic company information that will be displayed on PDF's and Receipts that are printed from your system.

Go To:

• Setting > General > My Company
• Fill out the fields provided, and click on [Save].

Modules

Turn on and off system modules that your team will use throughout your MEHD / GO Business system. Power your team with as many or as little modules as you would like, but be sure to master the basics before turning on more advanced modules.

Go To:

• Setting > General > Modules
• Turn On and Off the modules that your team will be using, and click on [Save].

Module Explanation

Campaigns
Commissions	Do you salespeople receive commissions on sales?
Client Jobs	Does your company use job #'s to keep track of expenses, reimbursements, as well as purchases?
Email Lists	Put groups of clients together with Email Lists to send directly to MailChimp. You must pay for a MailChimp profile and complete the integration from MEHD.
Expenses	Track employee expenses through expense accounts, reference numbers, charges, notes, and pay out those expenses directly to employees.
Leads	Track inbound and outbound leads through your sales pipeline prior to purchase.
Internal Messaging	Allow your team to instantaneously message other staff online in the same office or at another location.
Letters	Template out letters to send directly to clients.
Loyalty Program	Create a point per dollar value rewards system similar to Air Miles where clients can use Loyalty points to redeem for cash value purchases.
Memberships	Allow clients to sign up for pre-paid memberships where they can use select services throughout the duration of the membership.
Manufacturing	Manufacturer parts or products from multiple other products, or deconstruct products into multiple smaller products.
NNC
Recurring Receivables	Set up an invoice that will autogenerate on the selected date and reoccur on a set schedule until it is inactive.
Payment Gateways	Set up direct payment gateways to process payments such as Stripe, Moneris, or Payment Tree.
Product Kits	Put multiple products together to create a Kit that is sold at one price.
Product Rentals	Rent products to customers.
Programs	Set up classes that customers can pay for and attend.
Project & Tickets	Create large projects that can be broken down into multiple tasks and assign those tasks to employees.
Staff Scheduling
Track Serial Numbers	Track products serial numbers for recall purposes and rentals.
Touch Screen POS	Use a full touch screen interface for your front end tills.
Videos	Allow videos to be saved under documents for employee reference.
Webmail	Allow employees to send messages to internal staff members.
WooCommerce	Connect your WooCommerce directly to your system and watch the orders come in live as Sales Orders, ready for fulfillment.
Zones	Set up Zones applicable to shipping.
Work Orders	Create Work Orders from its own module and download the 'MEHDapp' to access details about work orders in the field.

 

Logo

The logo will appear on your MEHD / GO Business login page, the Portal and on Client documents such as Quotes, Sales Orders and Invoices.

Tip:

• If you have more than one location with separate logos, you can edit an image with both logos side-by-side and upload them as one.

Note: 

• Please follow the file restrictions: JPG, JPEG or PNG.
• Logos should be uploaded in the 'Square' formatting

Go to:

• Settings > General > Logo.
• Select the “Choose File” button.
• Locate the logo file on your computer and upload to MEHD / GO Business, then Save.

Locations

If your company has multiple locations, no worries! You can run all of the locations out of one system. 

Go To:

• Settings > Locations
• Click on the [+ New Location] button in the top right
• Fill out all the fields for the location
• 'If' the location has a different logo than your company logo, attach the new logo under the 'logo' tab
• Be sure to set one up for every store and warehouse location. If a store has a warehouse attached to it and you will not be transferring inventory, create one single location.

Taxes

Taxes must be set up to properly process the applicable taxes applied to products and services. Taxes will then be linked to regions if taxes will be applied as 'Region Based Taxes'. This means that depending on the customers, the vendors and the store's location, the applicable taxes will be auto-filled.

Click here to learn how to attach taxes to regions

Example

Canada's Province	Rate type (HST, GST, PST)	Provincial rate	Canada rate	Total
Alberta	GST	0%	5%	5%
British Columbia (BC)	GST+PST	7%	5%	12%
Manitoba	GST+PST	8%	5%	13%
New-Brunswick	HST	10%	5%	15%
Newfoundland and Labrador	HST	10%	5%	15%
Northwest Territories	GST	0%	5%	5%
Nova Scotia	HST	10%	5%	15%
Nunavut	GST	0%	5%	5%
Ontario	HST	8%	5%	13%
Prince Edward Island (PEI)	HST	10%	5%	15%
Québec	GST + QST	9.975%	5%	14.975%
Saskatchewan	GST + PST	6%	5%	11%
Yukon	GST	0%	5%	5%

Go To:

• Setting > Accounting > Tax Rates
• Select the [+ New Tax] button in the top right corner to add new taxes
• Fill out the fields with the code being the exact wording that will appear on customer receipts
• Customers are to be 'Tax Exempt' from all products create a '0% Tax Rate'

Tax Fields

Code	Assign a code for the applicable tax. Example: GST, BC PST, SK PST, MB PST, ON HST
Name	Assign a name for tax. Example: Saskatchewan PST or PST
Liability	If applicable, select an account from the drop-down menu of liabilities.
Type	Select from Percentage or Per Unit Fee (Levy). The Levy can be used for occasions when certain products incur a mandatory fee whenever sold.
Rate	Enter the percentage of tax if Type = Percentage, enter the dollar value if Type = Levy.
Status	The status can be set to Active or Deleted.

Regions

Regions are set as (Cities, Provinces, Area, Countries). They are predominantly used for reporting purposes but can be used for tax purposes if you sell products and complete services out of your main locations province.

Go To:

• Settings > Regions
• Click on the [+ New Region] button to set up a new region.

Code	Enter a code for Example: SK for Saskatchewan
Number	Enter a number for the Region. This can be the same as the 'Code'.
Name	Enter a name for the Region
Type	Select from the drop-down menu options City, Area, Province, or Country
Manager	Select No Manager from the drop-down menu or if you have several locations you can select the Manager of the Region from the Manager drop-down menu. You will need to set up Employees and Locations to see a list of Managers on the drop-down menu.

That's it for System Set Up: Part 2. You're on your way to launching your MEHD / GO Business System.

Continue to System Set Up: Part 3.