Launch a System

Getting Started

• Training: Day 1
• Training: Day 2
• Training: Day 3
• Training: Day 4

General Set Up

• System Set Up: Part 1
• System Set Up: Part 2
• System Set Up: Part 3
• System Set Up: Part 4 - User Types

Setup: General FAQ

• Go Live Requirements
• How to Upload the Logo for Your Company
• How to Set Up Regions
• How to Set Up Tax Rates
• How to Add Taxes to a Region
• How to Set Up Locations

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Setup: Employees

• How to Override Your Availability
• How to Set Your Availability
• How to Create Employees
• Adding Employees to Locations

Setup: Products

• How to keep track of product costs tracking
• How to set up UMC (Unit of Measure)
• How to create Product Departments
• How to Create Product Categories
• How to set up a Bin Location

Setup: Rentals

• Rental Pricing Rate
• Set Default Rental Values

Setup: Integrations

• Setting Up E-commerce Settings
• How to Add Products to WooCommerce
• How to Sync WooCommerce
• How To Integrate From QuickBooks Online to MEHD
• How to Integrate to Stripe
• MEHD and Quickbooks Online

Setup: Hardware

• Hardware

Setup: Imports

• Import Customers / Accounts
• Data Import Sample
• Importing Product Serials
• Import 'Onhand' per location
• How to Import Inventory/Products
• How to Export from Sage BusinessVisions

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