Initial requirements for Minerva

Before you start to use Minerva you must set up some behind the scenes records, some you might need to add information a second time as they are interlinked.

You need to set up the users for Minerva including yourself. It is better to give minimal access to users initially, maybe browse, and then open the options up when the user asks, and you agree, that they need access to the screen.

Have a look at the International screen to check that the countries that you trade with are listed, then, if you want to show your customer services, sales and formulator personnel on the documentation then go to the Managers screen and create the records.

You can now go to the sites screen to enter your company details, this information will appear on the documents produced. Enter all of your company sites that will need to produce individual documentation. When you are producing formulations for a customer with their own-label you could enter their details as a site and produce the documentation with their details.

You now need to enter the default settings for the reports and any emails that you will send from Minerva, and the defaults for the enquiries.

You will need to enter the type of outer packaging that you use and when you split the contents down you will need the sachets screen. As an example you might have an outer box that holds 20 kg but the contents are in 5 kg boxes so you will need an outer packaging record for the 20 kg box and a sachets record for the 5 kg box.

You can now enter the customers and their contact or you can wait until you enter your enquiries when you will need to enter the customer details.

The following tables you don’t need to enter into Minerva as the system will run without them. You might already have a system controlling your stock where the suppliers are already entered and you do not know who the actually manufacturer of the substance is.

You now need to read the How to create a substance document.