You can quickly configure a new company that you have created by using the RapidStart Services configuration wizard. Before implementing the following procedures, make sure that you have initialized and opened your new company and are on the RapidStart Services Role Center. To change your Role Center home page, see How to: Change Role Centers. Choose the RapidStart Profile ID.

In the following procedure, you have provided the customer with the configuration package, which is then installed on a computer. The customer opens the new company, which contains no customer data. You or the customer company follows the steps in the RapidStart Services wizard, which are described in this procedure, to provide basic information about the company. The wizard both imports the configuration package, and then applies the package to the company.

To configure a new company

  1. On the RapidStart Services Role Center home page, on the Home tab, choose RapidStart Wizard.

  2. Expand the Step 1 FastTab, which contains general information about the new company. Enter the appropriate information about the new company in the fields. There is one field that you are required to fill out, Name. The rest of the fields are optional.

    For more information about a specific field, select the field, and then press F1.

  3. Expand the Step 2 FastTab, which contains communication and contact information for the new company. Enter the appropriate information about the new company in the fields.

  4. Expand the Step 3 FastTab, which contains bank account and payment information for the new company. Enter the appropriate information about the new company in the fields.

  5. Expand the Step 4 FastTab. Choose the AssistEdit button to select the configuration package you want to apply. The name of the configuration package is displayed. You can then perform the following actions, in the listed order:

    1. Apply the configuration. On the Actions tab, choose Apply Package. This imports the configuration package and applies the package database data all at the same time.
    2. Review the configuration after it has been applied. This option lets you review configuration details and questionnaires provided by the partner and import some master data that is required for your company. On the Actions tab, choose Configuration Worksheet. For more information, see How to: Complete the Configuration Questionnaire.

  6. Expand the Step 5 FastTab. Specify which Role Center you want to be the default for the new company.

    Important
    Only change your Role Center after you have completed configuration of the company. If you have more setup details to consider and modify, first use the configuration worksheet to continue your work. Then, return to the wizard to update your Role Center profile, or on the Home tab, choose Complete Setup.

  7. Choose the OK button.

  8. To verify that the configuration information has been applied to the new company, in the Search box, enter Company Information, and then choose the related link.

    The Company Information window contains information that you have specified. Choose the OK button to close the window.

At this point, you have configured the company, and applied data to it.

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