Setup

During the Setup process, you define policies and processes for common Vantagepoint functions. Use Setup to get up and running quickly. Setup areas are located in both the Vantagepoint browser and the desktop applications.

Depending on the modules that you use, you may need set up modules in both applications. You set up most modules in the browser, but you set up Accounting and Purchasing & Inventory in the desktop.

Video about Setup

To prepare for the setup process and learn about the information that you should gather before you begin, view the following video:

Setup Overview