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Introduction

HansaWorld FirstOffice Professional is an integrated accounts and office administration tool for Macintosh, Windows and Linux. It includes Sales, Purchase and Nominal Ledgers, Stock Control, a Calendar and Task Manager that you can use for contact management, and a Sales Support module for tracking Sales Orders. The abbreviated term "FirstOffice" is used throughout these web pages when referring to HansaWorld FirstOffice Professional.

You can add extra features to the basic FirstOffice program using Value Packs. For example, the CRM and Mail Value Pack allows you to send mailshots and also contains full internal mail and conferencing facilities. These features mean that users can be online from anywhere at anytime, so employees can always be in touch with each other. Other Value Packs allow you to create and administer Quotations and Purchase Orders, manage stock in several Locations, create Invoices from Sales Orders in batches, and add multi-currency and multi-language capabilities to the program. These Value Packs integrate fully with each other and with the main core of the program. For example, the Quotations Value Pack uses the Customer and Item registers and Price List feature in the main program to ensure the correct prices are quoted to each Customer. If you have both the CRM and Mail and the Quotations Value Packs, you can record a Make Contact date for each Quotation and create an Activity to remind you to call on that date. Value Packs add a great deal of flexibility, and different users will adapt them to their own requirements.

In this introductory section, we will describe the steps you need to follow to get started with FirstOffice. Topics covered include installation (both single- and multi-user) and the creation of a new database (again, both single- and multi-user).