Setup Requirements — Umbrella Maldives

01

Company & business structure

We already know about Radiant Heat and Kitchen Smile — help us get the full picture.

Names of all companies/businesses to set up

One per line. Include the third company you mentioned, if separate from these two.

Should these companies share customers, vendors, and products, or stay fully separate?

Fully separate Share some data Not sure yet

Brief description of what each business sells or does

02

Warehouses & locations

Where stock physically lives, including showrooms and storage.

Number of warehouses / godowns

Number of showroom / retail locations

Names and general locations of each warehouse

One per line, e.g. "Ameenee Godown — Male'"

Do you need to track stock separately per showroom (not just the main warehouse)?

Yes No

03

Accounting

This decides whether we start clean or bring your history across.

Do you want to migrate existing accounting data, or start fresh?

Migrate existing data Start fresh Not sure

If migrating, what system are you currently using?

Fiscal year start month

Opening balances needed?

Yes No

04

Currencies

Select every currency you transact in, even occasionally.

Other currencies not listed above

Which currency is your primary reporting currency?

05

Purchasing

How goods come into the business.

Roughly what share of purchases are imported vs. bought locally?

Do you need a credit approval process for customers (credit limits, approval before an order ships)?

Yes No

If yes, who approves credit, and based on what (credit limit, manual review, both)?

06

Shipping & carriers

For tracking incoming shipments from overseas vendors.

Which carriers do you typically use?

DHL FedEx Local shipping agent Other

Do you need live carrier tracking inside the system, or is logging the tracking number enough for now?

Live tracking integration Just a reference number

07

Inventory

How stock is held and organized.

Do you hold consignment stock (items you don't own until sold)?

Yes No

Roughly how many distinct products/spare parts?

Do items need OEM code / manufacturer code tracking?

Yes No

08

Costing & margin

What typically adds to the cost of an imported item.

Which cost components apply to your imports?

Do you need per-product margin visibility (true cost vs. sale price, including the above)?

Yes No

09

Sales & customers

How a sale actually happens in your shop.

Do you need to bill a walk-in customer on the spot (no prior quotation)?

Yes No

Do you need to capture a customer's signature (e.g. on delivery or job completion)?

Yes No

10

Warranty

Standard coverage periods, by product type.

List your typical warranty periods by product category

e.g. "Heaters — 12 months, Compressors — 24 months, Small parts — 6 months"

Do you need to distinguish in-warranty vs. paid repairs at the point of service?

Yes No

11

Field & remote repairs

Jobs where a technician travels to the customer, e.g. to another island.

How often do staff travel for on-site repairs?

Often Occasionally Rarely / never

How many technicians typically do this work?

Do parts need to be tracked as "carried by" a specific technician before use?

Yes No

12

HR & attendance

How your team clocks in and manages leave.

Total number of employees

Preferred attendance method

Any specific leave policy details we should know?

13

Anything else

Anything we haven't asked about that matters to how you work.

Your name

Email

Phone