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Setup

Use this page as a checklist before the add-on is configured in a Business Central environment. The current repository confirms that onboarding and configuration activities are required, while detailed environment-specific steps will be documented later.

Setup checklist

  1. Confirm the target Business Central environment where the add-on will be used.
  2. Verify who is responsible for application access, business validation, and operational sign-off.
  3. Prepare the product structure, technical rules, and quotation logic that must be represented in the system.
  4. Collect any reference materials needed during onboarding, such as product documentation, commercial rules, and existing quotation examples.
  5. Plan the first validation cycle with the users who will test the configured workflow.

Before moving on

Setup is ready to proceed when the project team, the target environment, and the onboarding inputs are all clearly identified.

Screenshot status

No setup screenshots are available in the repository yet.