Getting Started > Your Company Setup Options > CheckList System and Station Setup Options

As you prepare to setup your store, you may want to make a record of the options which you have activated. You may use this list to explore features you anticipate using as well as a guide for setting up additional stores. You may want to print this topic as a check list.

System Setup

Go to Maintenance: System Setup

____ General Setup Focus

Do you provide and track Service calls?

Are you considering saving customers' credit card numbers in POSitive?

Do you make truck deliveries and would you like POSitive to calculate delivery routes?

Do you pay commissions on sales to some employees?

____ Show Tip Of The Day At Startup

____ Enter=Tab Key

____ Calendar Date Starts On Monday

____ Scheduler Start Time

____ Scheduler End Time

____ Load Printer Form Settings On Startup

____ Allow Retention of Credit Cards (Recurring Charges, Card On File)

____ Track Commissions

____ Commission Based On

____ Profit

____ Cost Basis

____ Actual Cost

____ Last Cost

____ Allow zero cost (otherwise use last cost that is not zero)

____ Selling Price

____ Screen Settings

____ Use Highlighted Fields

____ Highlighted Fields Background Color

____ Required Fields Highlight Color

____ Required Fields Color

____ Sounds

____ When SKU Not Found

____ When Invoice Is Complete

____ When Incorrect Password/Sales ID

____ Transactions Focus

What percentage of your business is "walk-in" or QuickSale invoices?

When invoicing, do you allow staff to change selling prices of items? Do you want to restrict these changes to preset numbers or to a percentage value?

Do you give customers a "bundled group of items" for one comprehensive price?

When invoicing, do you require customers to pay for all items even if they are backordered or do you charge only for items being delivered?

Do you some of your customers provide their own purchase order authorization numbers?

When creating pending transactions (sales orders, quotes, or service orders) do you want "due dates" calculated automatically?

____ Invoicing

____ Invoice Header ______________

____ Current Invoice #

____ Current Order #

____ Quick Sale (At Start of Transaction)

____ Ask For E-Mail Address

____ Ask For Phone Number

____ Ask For Zip Code

____ Assign Invoice Number At End Of Transaction

____ Skip Prompt For PO Number

____ Allow Packages ((needed for doing kits))

____ Allow Backorders On Invoice

____ Take From Pending Before Backordering ((not recommended)

____ Pay When Invoiced

____ Pay When Received

____ Group Backordered Items On Printed Invoice

____ Show Item Picture On Screen

____ Automatically Add Decimal Point when entering Quantity/Price/Tender (Register/Touchscreen Mode Only)

____ Pop-up And Display Item's Price Levels When Changing Price

____ Show "More Detail" on Customer Lookup

____ Show "More Detail" on Inventory Lookup

____ Due Days Setup

____ Default Layaway Due Days

____ Auto-Set Layaway Due Days

____ Default Order Due Days

____ Auto-Set Order Due Days

____ Default Service Due Days

____ Auto-Set Service Due Days

____ Default Quote Expiration Days

____ Auto-Set Quote Due Days

____ Quantity Separator ____ (character) (by default it is the / symbol)

____ Customers tab Focus

Do your sales staff have territories for customer sales? Should a sales staff member get credit for all invoices of select customers?

Would sales counter staff benefit from being fore-warned that the customer has pending transactions?

Do you need to designate alternative shipping addresses for pending sales orders and invoices?

____ Skip Prompt For Authorized Buyer

____ Alert If Customer Has Pending Transactions When Starting Invoice

____ Default To Customer-Assigned Sales ID When Invoicing

____ Include Country In Bill-To Address

____ Exclude Countries (create list)

When Creating A New Transaction, Set Ship-Tp Address To:

____ The Default Ship To Address

____ Store Pickup

____ Ask (prompt for option)

____ Tax Lookup URL: source of tax rate per location - (used in conjunction with Destination Based Taxes)

____ Tender tab Focus

Do you allow "no-name walk in customers" to make purchases by credit card?

Do you allow "no-name walk in customers" to return products? or do you prefer that the must have their name in the Customer List?

If a customer has refund monies due them, do you want the sales clerks to be able to apply those monies to a current invoice?

Do you plan to offer gift cards to your customers?

Do you plan to give customer's cash back for unused portions of gift cards tendered?

____ Tender Screen Always In Edit Mode ((does not fill in current amount due))

____ Do Not Prompt For Change When Redeeming Gift Certificates (Internal Tracking)

____ Require Driver's License For Checks

Over _______

____ Customer Name Required On Returns

____ Customer Name Required When Tendering With Credit/Debit Cards

____ Do Not Prompt To Use Unused AR Credits When Tendering

____ Currency Symbol ___

____ Tender Spellings

Cash _______

Check _______

Credit Card _______

____ Service Orders tab Focus

Do you have a service department and track service work to be done?

Do you do service work on behalf of other businesses?

Will customer quotes require notation of service work to be done?

____ Support Sub-Owner When Creating Service Orders

____ Do Not Print Service Notes On Invoices

____ Default Status When Creating New Service Order (select from list which is edited through Maintenance: Definitions)

____ Add New Quotes As

_______Standard Quote

_______Service Quote

_______Ask For Standard or Service Quote

____ Shipping tab Focus

Do you request that your vendors drop-ship products to your customers?

Do you have multiple warehouses and want to be able to track inventory on hand in each location?

Will you be utilizing UPS World Ship or StarShip or DM Transportation?

____ Activate UPS World Ship Compatibility

____ Activate Starship Interface

____ After Calling Starship

____ Update Shipping Charges On The Invoice Automatically

____ Prompt To Update Shipping Charges On The Invoice

____ Do Not Update Shipping Charges On The Invoice

____ Include Country In Ship-To Address

____ Exclude Countries (create list)

____ DM Transportation Management Services (optional 3rd Party interface)

____ Account Number ________________________________________

____ Shipping Method(s)

____ Description

____ Method

____ Source

____ Printing tab Focus

Do you have a printer which will "frank" or print for deposit information on the back of checks received from customers?

____ Check Validation (note the available bracketed codes which are entered into the lines)

____ Line 1:

____ Line 2:

____ Line 3:

____ Line 4:

____ Line 5:

____ Line 6:

____ "You Saved" based on

_______ Customer Price Level

_______ Fixed Price Level _____

____ Prompts tab Focus

Would you want POSitive to prompt for additional information from the customer or sales staff as an invoice is completed?

____ Prompt Label 1-5

____ Type value 1-5

Display Prompts On

_______ Invoices

_______ Layaway

_______ Orders

_______ Service Orders

_______ Quotes

Display Transaction Prompt

____ At Transaction Start

____ When Tender Button Is Pressed

____ Prompt if Transaction Total Is Over ______________

____ Entry Options tab Focus

If you have a high percentage of "walk-in" or QuickSale invoices, would you like some shortcut options for changing the QuickSale invoice to a "customer by name" invoice?

Are you interested in utilizing a built-in rewards program to award points or store credits to your customers for purchases made?

____ Activate Advanced Search

____ Always Search For

____ Search Vendor SKU

____ Search Customer Code

____ Search Customer Phone

____ Confirm Customer On Found Entry (recommended)

____ Search Frequent Buyer Number

____ When Entry Not Found

____ Do Not Display Inventory List If Entry Is Blank Or Not Found

____ Jump Directly To Inventory Lookup

____ Prompt To Add/Edit Item Or Customer

____ Customers Focus

Do you charge a different tax when items are shipped to the customer?

Do you typically need ZipCode Plus Four digits?

Are you in need of address verification when adding customers or importing quotes?

____ Default Lookup

____ Name

____ Account

____ Code

____ Default Terms (select from list)

____ Use Titles (Mr/Mrs)

____ Do Not Track Area Codes

____ Auto-Generate Customer Code From Phone When Adding

____ Tax Group Based On Shipping Address

____ Use Zip Code Lookups When Entering Customer Information

____ Skip City/State Field And Go To Zip Code Field When Adding Customer

____ Use Zip Plus Four

____ Default Address Format

____ US/Canada

____ Great Britain

____ South Africa

____ Australia

____ Inventory

____ General tab Focus

If your staff needs to lookup an inventory item, will they most likely know the SKU or the Description of the item they are looking for?

Is it possible that you will sell inventory items BEFORE you have fully processed and received vendor purchase orders?

Do you have inventory which comes in various sizes and colors of the same product? Are you interested in using POSitive matrix (color/size) inventory?

Do want trade-in or used products to be immediately visible for sale even if not fully prepared?

____ Track Inventory Quantities

____ Allow Sales Of Items Before Receiving On PO (Negative Inventory)

____ Allow Duplicate SKUs (Primary SKUs can never have duplicates)

____ Allow Upper-Lower Case In Item Description

____ Hide Long Description on Inventory Form

____ Allow Spaces In SKU's (not recommended for e-commerce because it "breaks stuff")

____ Contract Department List Upon Entry

____ Prompt For Stock Count When Adding

____ Default Item Lookup

____ SKU

____ Description

____ Default Price Level ____

____ Set Trade-Ins To Inactive When Adding

____ Enable Food Stamp Tracking (EBT)

____ Use Pictures In Inventory (Thumbnail Size) (Pixels)

____ Height

____ Width

____ Matrix Item SKU Sequence

____ Description - Item ID - M

____ SKU - Column - Row

____ SKU - Row - Column

____ Desc/SKU Length ________ (8 is suggested)

____ Matrix Item Description Sequence

____ Description - Column - Row

____ Description - Row - Column

____ Pricing tab Focus

How would you categorize the types of customers you have? POSitive can assign up to 6 selling prices per inventory item and each customer is assigned one of these price levels.

____ Pricing Decimal Places

____ Quantity Decimal Places

____ Cost Decimal Places

____ Basis For Price Markups

____ Cost

____ Average Cost

____ Landed Cost

____ Include Landed In Average

____ Use Current Cost If Cost Is Zero When Verifying

____ Price In SKU Setup (if needed make notes of settings)

____ Price Descriptions

____ Price 1 _______________

____ Price 2 _______________

____ Price 3 _______________

____ Price 4 _______________

____ Price 5 _______________

____ Price 6 _______________

____ Default Quick Sale Price Level

____ Default Customer Price Level

____ See Item Code (Cost Disguised As An Item Code) in Customer Item History

____ Item Code Prefix ____

____ Item Code Suffix ____

____ Serial Numbers tab Focus

Do you sell inventory items which have serial numbers?

Do you do service work on the serialized products you sell?

____ Track Serial Numbers In Service

____ Enter Serial Numbers When Receiving PO

____ Allow Duplicate Serial Numbers

____ Prompt For Serial Numbers When Completing Transactions (Invoices, ect)

____ Invoice

____ Layaway

____ Orders

____ Service Orders

____ Serial Number Terminating Character(s) (used with cellphones)

____ Trade-Ins (Used Items) tab Focus

Do you sell used equipment?

Do you accept used equipment from your customers in trade for services or products you sell?

Is it likely that you could have both new and used units of the same piece of equipment?

____ Track Trade-Ins (Used Items) Under One SKU

____ SKU Prefix ______

____ SKU Suffix _______

____ Calculate Trade-In Price From Existing SKU

____ SKU Prefix ______

____ SKU Suffix _______

____ Do Not Charge Tax On Trade-Ins

____ Prompt If Used Items Are Available When Selling New Stock

____ Label Form _____

____ Invoicing tab Focus

If your staff needs to lookup an inventory item while invoicing, will they most likely know the SKU or the Description of the item they are looking for?

Do you allow your sales staff to add inventory items to your inventory list or does another staff member need to enter it?

____ Default Item Lookup

____ SKU

____ Description

____ Invoice Prompt Behavior When Negative Stock is ON

____ Item is always here (skip prompt to backorder)

____ Prompt defaults to "It's Here"

____ Prompt defaults to "Backorder It"

____ Fast-Add Settings

____ Auto-Assign SKU

____ Enter Costs When Adding Inventory

____ Default Department/Category (Use "Set Default Dept/Catg" button)

____ Department Name

____ Category Name

____ Auto-Assign Dept/Catg (if checked, Cannot Be Changed When Adding)

____ Other

____ Number Pad Character Limit ___

____ Weather tab Focus

Are you interested in having local weather conditions updated per day as an overlay on some sales reports?

____ Weather Underground Key: ________________

____ City ___________________

____ State _____

____ Purchase Orders Focus

Will you be using POSitive to create/receive purchase orders with your vendors?

Do you often have cost increases as you received purchase orders?

____ Order List

____ Use Grid In Order List For Matrix Items

____ When Generating Order List, Choose

____ Last Vendor Ordered From

____ Primary Vendor

____ Placing POs

____ Auto-Fill Purchase Order

____ Date/#/SalesID

____ Sequential

____ No Autofill

____ Omit Vendor SKU Field In PO

____ Use Grid In Purchase Orders For Matrix Items

____ Do Not Allow Duplicate Items On PO

____ Print Standard-Style PO When Printing Matrix Items

____ Receiving POs

____ Prompt Immediately For Serial Number Upon Entering "Received" Quantity

____ Prompt Immediately To Confirm Price When Receiving, If Cost Has Changed

____ Alert When Backorders Have Arrived

____ Default Option For Updating Costs When Completing PO

____ Vendor & Item Cost

____ Vendor Cost Only

____ Item Cost Only

____ Skip Update

____ Allocate Backorders

_______ Date Ordered

_______ Date Due

____ Calculate Landed Cost Based On

____ Weight

____ Cost

____ Number Of Items

____ Tax Options Focus

What is your local tax rate?

Do you want the tax amount included in the advertised selling price of each item?

If you are delivering products to other communities, do you need to collect taxes based on destinations?

Do you pay tax on goods received on PO?

____ General tab

____ Cash Sale Tax Group

____ Package Sales Tax

____ "No Tax" Tax Category

____ Always Round Sales Tax Up

____ Base Tax On Invoice Total, rather than individual line items

____ Tax Inclusive tab

____ Display Price Including Tax On Invoice

____ Tax Included In Windows Invoice Print

____ Price Entered Includes Tax When Using Fast Add

____ Enable "Display VAT Pricing" Option On Inventory Screen

____ Pole Display Shows Price Including Tax

____ Tax Group For Including Tax In Price (select from list)

____ International Settings

____ Australia

____ Round To Nearest 5 Cents When Cash Tender

____ Rounding GL Account

____ Goods Received On PO Have Tax

____ United Kingdom

____ Support Settlement Discounts (Price Including Tax must be disabled)

____ Philippines

____ Show Cumulative Totals on End-Of-Day Closing Report

____ VAT

____ Assign Tax Paid on PO To Liability Account

____ PO Tax Liability Account _______________

____ Collect VAT On Deposits

____ Accounts Receivable Focus

Do you allow some customers to charge purchases to a store account?

When do you print and send out AR Statements?

Will you be using POSitive's built in Checkbook register?

____ AR Statements Close on the ____ day of the month

____ Aging Options

____ AR Aging Options

____ By Month

____ By Number of Due Days

____ Statements

____ Do Not Print AR With Zero Balances

____ Statement Batch Printing

____ Include All Transactions On Statements Whenever Printed

____ Include Only Transactions For The Statement Period Being Printed

____ Statement Printing Options

____ Transaction-Based Statement

____ Balance Forward Statement

____ Days After Statement Close That Payment Is Due

____ Minimum Payment (Percent of Total Due):

____ Integrate Invoices into Statements when printing Invoices with Statements

____ AR Statements Close On The ___ Day Of Month

____ Check Refund Options

____ Prompt For Check Number (using External Account)

____ Generate Checks When Processing "Check Refunds"

____ Checking Account ________ (select)

____ Do Neither

____ When Taking Payments & Using Credits

____ Auto-Apply from oldest to newest

____ Let me choose to credits to apply

____ Accounts Payable Focus

Will you be using POSitive's built in Checkbook register?

____ Prompt For Check Number (using External Account)

____ Generate Checks When Processing AP

____ Checking Account _________ (select)

____ Do Neither

____ E-Mail Focus

Are you interested in sending e-mails of invoices and pending orders to your customers?

Do you want to market to your customers using e-mail?

Do you want to send purchase orders to your vendors via e-mail?

____ E-Mail Client

____ Outlook

____ Outlook Express

____ Internal

____ Send Transactions As

____ Plain Text

____ Attached PDF

____ Embedded HTML

____ Send Purchase Orders As

____ Attached PDF

____ Embedded HTML

____ Consignments Focus

Do you sell consigned items on behalf of your customers and/or vendors?

____ Department (Use "Select Dept/Category" button)

____ Category

____ Store Percent

____ Edit Windows Consignment Form [F9] button

____ Pharmacy Setup

____ Activate CarePoint

____ Compensate For Hamacher 11 Digit UPC Codes During Lookup

____ Always Check CarePoint Database When Scanned At Register

____ Update POSitive Inventory From CarePoint Data When Scanned

____ (Inventory)

____ Scanning Prefix

____ Scanning Suffix

____ When Auto-Adding Inventory

____ Default Department and Default Category (use Choose Dept/Category button)

____ Add CarePoint Customers POSitive Customer List

____ Default Customer Category

____ Connection Information

____ Server Name

____ User

____ Password

____ "Test Connection" button

Station Detail

Go to Maintenance: Station Settings (while working at the physical station to be edited)

Focus

How many computers will be using POSitive?

Each workstation needs it's own unique identification number. Each station can be configured differently in it's use of printers and processes.

Which computers will need the ability to process credit card transactions?

Which invoicing screen is best for a given computer? Register, Invoice, or Touchscreen?

Will you be using Divisions?

Do you sell "age restricted" products?

What peripheral devices need to be attached to each computer?

____ General Station Settings Focus

____ Set This Station To Your Default

____ (Opening Balance ____ is filled in after balancing the cash drawer)

____ This Station Number

____ Station Name

____ Collect Tender At Station

____ Wallpaper

____ __ Tile __ Center

____ Use Touch-Screen Interface for Login

____ Assign Transactions From This Station To Company Division

____ Select Division Name _____ (Defined under Maintenance: Company)

____ Pricing From This Station

____ Select Price Level _____ (Defined by Invoicing: Pricing section)

____ When Logging Out

____ Prompt To Logout Securely or to Switch Users

____ Execute a Secure Logout (no prompt)

____ When Opening Screen

____ Invoices Maximized

____ Open Layaway Maximized

____ Open Orders Maximized

____ Open Service Orders Maximized

____ Open Quotes Maximized

____ Open Internet Orders Maximized

____ Do Not Show POSitive Menu Bar

____ Transaction Settings

____ Transactions tab Focus

____ Invoice Style

____ Invoice

____ Register

____ Transactions

____ "Select Type Of Sale" Options

____ Show "Customer Sale"

____ Show "Quick Sale"

____ Show "Return"

____ Show "Cancel"

When Return Is Put On Account

_______ Ask What To Do

_______ Apply Credit Now

_______ Apply Credit Later

____ Ask For ID When Creating New Transaction

____ Use Card Swipe To Login

____ Ask For Commissioned Sales ID When Invoicing

____ Stay On Invoice After Sale

____ Force Cashier Login Between Transactions

____ Skip "New Invoice/Close Invoice" Prompt

____ Ask To Print Before Finalizing Invoices/Layaways

____ Combine Same-SKU Items On Transactions (very useful of using price breaks)

____ Prompt To Display "Lookup List" or "Add New" If SKU Not Found

____ Fast-Add Inventory When Adding At Register

____ Use Full Calendar Scheduler When Setting Date Due

____ System Setup Overrides

_______ Do Not Ask For Email

_______ Do Not Ask For Zip Code

_______ Do Not Ask For Phone Number

____ Age Verification tab Focus

____ No Age Verification Prompts

____ Prompt to Check ID

____ Prompt to Enter Birthdate

____ Prompt to Swipe Driver's License

____ Card Reader

____ Does not put a CR/LF between Track 1 and 2

____ Does put a CR/LF between Track 1 and 2

____ Touch Screen tab Focus

____ Display Time Clock On Startup

____ Prompt For Credit Card Type When Tendering

____ Prompt To Login After Print/Suspend

____ Monitor Caller ID (must have the Identifier CID device from YES Telecom)

____ Path to POSCID: _______________

____ Starting Page ____

____ Handle Page Zero

____ Use Page Zero

____ Ignore Page Zero

____ Set Page Zero as ____

____ Default Filter For Invoice History

____ All Invoices

____ This Division Only

____ Show Loyalty Points On Touch Screen

____ Misc tab Focus

____ Show Costs When Entering Quote

____ Hide-Customer Info Box On Scheduling Calendar

____ Skip Prompt For Password When Taking AR Payments

____ Use "Fast AR Pay" At This Station

____ When Retrieving Suspended Transactions, Default to Display:

____ Just This Station

____ All Stations

____ All in This Division

____ Security tab Focus

____ Activate Security Camera with Logging

____ Recorder IP Address

____ Camera Port

____ "Test Interface" button

____ Register Balance Focus

____ Print Invoice Transactions

____ Print Tender Summary

____ Print Credit Card Summary

____ Print Category Summary

____ Print End-Of-Day Report To Receipt Printer

____ Windows Printer Driver ________________

____ Physical Printer _________________

____ Credit Card Focus

____ Use Electronic Credit Card Capture

____ Credit Card Processing Path To Processor

____ Number Of Receipts

____ Use Mag Stripe Reader

____ My Card Reader

____ Does not put a CR/LF between track 1 and 2

____ Does put a CR/LF between track 1 and 2

____ Use Local Processor Settings

____ Merchant Code

____ Merchant ID#

____ Devices Focus

____ Cash Drawer

____ Use Cash Drawer

____ Cash Drawer Code

____ Cash Drawer Port ____________

____ Pulse

____ Bypass Direct To Port

____ Cash Drawer Printer

____ Pole Display

____ Use Pole Display

____ Settings

____ Pole ID

____ Pole Display Port ___________

____ Pole Line 1

____ Pole Line 2

____ Pole Printer

____ Layout

____ Use Custom Layout

____ SKU Line ___ Position ___ Length ___

____ Description Line ___ Position ___ Length ___

____ Quantity Line ___ Position ___ Length ___

____ Price Line ___ Position ___ Length ___

____ Line Total Line ___ Position ___ Length ___

____ Portable Scanner

____ Portable Scanner Port _________

____ Scanner Type

____ Generic Scanner

____ Metrologic Scanpal 2

____ Multi-Monitor Manager

____ Setup

____ Station Number ___ (Station Name)

____ Activate Multi-Monitor Mode

____ Monitor Number ___ (where images are to be displayed)

____ Images to be used for each type

____ Full Screen

____ Transaction Screen

____ Item "No Display"

____ Static Display

____ Timers

____ Image Name

____ Date Range

____ Time Range

____ Days

____ Time Between Slides (in seconds)

____ Layout

____ Screen Layout 1

____ Inventory Image

____ Fixed Image

____ Do not show Image

____ Display Loyalty Info

____ Screen Layout 2

____ Screen Layout 3

____ Do Not Display Notes on Customer Monitor

____ COM Ports Setup

____ Port

____ Baud _____

____ Parity ________

____ Data Bits _____

____ Stop Bits _____

____ Signature Capture

____ Capture Device _____________ (select)

____ Prompt For Digital Signature When:

____ Transaction On Account

____ Creating New Layaway

____ Creating New Order

____ Creating New Service Order

____ Test

____ VeriFone MX 860

____ Settings Details

Device ___________ (selection)

____ This VeriFone Device is ready to use

____ Communications Type

____ IP

____ Serial

____ Serial Port Settings

____ Com Port _____ (select)

____ Baud

____ 9600

____ 19200

____ 115200

____ Data Bits

____ 7

____ 8

____ Parity

____ Odd

____ None

____ Even

____ IP Settings

____ IP Address

____ IP Port

____ Supported Payment Types

____ Credit

____ Debit

____ EBT

____ Gift

____ Prompts

____ Prompt For Signature

____ If Amount Is Over _______

____ Prompt For Amount Confirmation

____ Reverse Failed Signatures

____ Enable Manual Card Entry (bad swipes)

____ Prompt For Cash Back

____ Misc

____ Swipe Timeout (seconds) ____

____ Initialize Pad Command (list)

____ Diagnostics

____ Initialize MX Device

____ Send Direct Command to MX (list)

____ Display Response

____ Send Command

____ Signature Test

____ Swipe Test

____ Printers / E-Mail

____ Printing Options

____ Transactions tab Focus

____ Skip Printing Of Invoice/Receipt (Can Print From Change Due Screen)

____ Always Prompt Choose Printer When Invoicing

____ Always Prompt To Preview When Invoicing (used primarily for training sessions)

____ Use Alternate Printer When On Account

Pick List Options

____ Prompt To Print Pick List When Completing Layaways, Orders, etc.

____ Print Stock Location

____ Print Current Stock Quantity

____ Transaction Detail Order

_____ Print As Displayed

_____ Sort By SKU

_____ Sort By Description

____ Electronic Journal

____ Activate Station Electronic Journal (saves copy of receipt to specified location)

____ Journal Path ___________________

____ Delay Printing Until Transaction is Saved (slower) [for Crystal Reports]

____ Grouping Options When Invoicing

____ No Grouping (Invoice Displays As Entered)

____ Group By Category

_____ Show Header (top of Group)

_____ Show Subtotal (end of Group)

____ Show Category Subtotal Summary At End Of Transaction

____ Leaving the list blank will include all Categories, otherwise name the categories. Add, Remove

____ Packing Slips tab

____ Print Packing Slips When Printing Invoices

____ Never

____ Always

____ Ask

____ Customer Labels tab

____ Customer Label Setup

____ Bill To Label

____ Print Preview

____ Ship To Label

____ Print Preview

____ Print After Invoice

____ Never

____ Always

____ Ask

____ Purchase Orders tab

____ Auto-Print Purchase Order When Placing PO

____ Auto-E-Mail Purchase Order

____ Ask to Print/E-Mail

____ Do Nothing

____ Invoice Focus

____ Printer Type: Laser/Ink Jet --- Receipt/Dot Matrix --- Crystal Report

____ Windows Printer

____ Port

____ Form

____ Print Bin Locations

____ Copies

____ E-Mail Forms

____ Advanced Printing

____ Alternate Invoice

____ Printer Type: Laser/Ink Jet --- Receipt/Dot Matrix --- Crystal Report --- Reporter

____ Windows Printer

____ Port

____ Form

____ Print Bin Locations

____ Copies

____ E-Mail Forms

____ Advanced Printing

____ Suspended Invoices

____ Printer Type: Laser/Ink Jet --- Receipt/Dot Matrix --- Crystal Report --- Reporter

____ Windows Printer

____ Port

____ Form

____ Print Bin Locations

____ Copies

____ E-Mail Forms

____ Advanced Printing

____ Layaway

____ Printer Type: Laser/Ink Jet --- Receipt/Dot Matrix --- Crystal Report --- Reporter

____ Windows Printer

____ Port

____ Form

____ Print Bin Locations

____ Copies

____ E-Mail Forms

____ Advanced Printing

____ Orders

____ Printer Type: Laser/Ink Jet --- Receipt/Dot Matrix --- Crystal Report --- Reporter

____ Windows Printer

____ Port

____ Form

____ Print Bin Locations

____ Copies

____ E-Mail Forms

____ Advanced Printing

____ Internet Orders

____ Printer Type: Laser/Ink Jet --- Receipt/Dot Matrix --- Crystal Report --- Reporter

____ Windows Printer

____ Port

____ Form

____ Print Bin Locations

____ Copies

____ E-Mail Forms

____ Advanced Printing

____ Service Orders

____ Printer Type: Laser/Ink Jet --- Receipt/Dot Matrix --- Crystal Report --- Reporter

____ Windows Printer

____ Port

____ Form

____ Print Bin Locations

____ Copies

____ E-Mail Forms

____ Advanced Printing

____ Quotes

____ Printer Type: Laser/Ink Jet --- Receipt/Dot Matrix --- Crystal Report --- Reporter

____ Windows Printer

____ Port

____ Form

____ Print Bin Locations

____ Copies

____ E-Mail Forms

____ Advanced Printing

____ Quotes w/Cost

____ Printer Type: Laser/Ink Jet --- Receipt/Dot Matrix --- Crystal Report --- Reporter

____ Windows Printer

____ Port

____ Form

____ Print Bin Locations

____ Copies

____ E-Mail Forms

____ Advanced Printing

____ Contract Pricing

____ Printer Type: Laser/Ink Jet --- Receipt/Dot Matrix --- Crystal Report --- Reporter

____ Windows Printer

____ Port

____ Form

____ Print Bin Locations

____ Copies

____ Advanced Printing

____ Deposit Receipt

____ Form

____ Copies

____ Advanced Printing

____ AR Receipt

____ Printer Type: Laser/Ink Jet --- Receipt/Dot Matrix --- Crystal Report --- Reporter

____ Windows Printer

____ Port

____ Form

____ Print Bin Locations

____ Copies

____ Advanced Printing

____ Consignment Agreement

____ Printer Type: Laser/Ink Jet --- Receipt/Dot Matrix --- Crystal Report --- Reporter

____ Windows Printer

____ Port

____ Form

____ Print Bin Locations

____ Copies

____ Recurring Invoices

____ Printer Type: Laser/Ink Jet --- Receipt/Dot Matrix --- Crystal Report --- Reporter

____ Windows Printer

____ Port

____ Form

____ Print Bin Locations

____ Copies

____ E-Mail Forms

____ Advanced Printing

____ Packing Slips

____ Printer Type: Laser/Ink Jet --- Receipt/Dot Matrix --- Crystal Report --- Reporter

____ Windows Printer

____ Port

____ Form

____ Print Bin Locations

____ Copies

____ Purchase Orders

____ Printer Type:

____ Built In Form

____ Reporter

____ Windows Printer Driver

____ Reporter Type

____ E-Mail Forms (not applicable)

____ Advanced Printing

Definitions

go to Maintenance: Definitions

(Many of these are pre-defined by POSitive. Make note of any exceptions you have made.)

Tender Focus

____ Tender

____ Currency

____ Exchange Rates

Invoicing Focus

____ Invoice Layout

____ Invoice Buttons

____ Touch Screen

____ Monitor Manager Manager

Status Settings Focus

____ Customer Returns

____ RMA Returns

____ __Service Status

____ Call-Log

Lists Focus

____ Zip Code Table

____ Finance Companies

____ Warranty Table

____ Countries

Other Focus

____ Barcode Types

____ User Defined Fields (inventory)

____ Employee Security Groups

____ Mail Groups

____ Employee Shifts

____ Desktop Buttons

____ Policy Statements

____ Multi-Site Manager

Credit Cards

Go to Management: Credit Cards: Setup

____ Credit Card Interface

____ Do Not Allow Charges To Exceed Transaction Total

____ Allow Retention of Credit Cards

____ Activate Credit Card Confirmation Message

____ Prompt For Approval

____ None

____ Activate Credit Card Confirmation Message

____ Prompt For Approval

____ Tender Retail / YesPay

____ Debit Cards: Cash Back Limit _____ (amount)

____ Vantiv

____ Merchant ID#

____ Credit Servers

____ NETePay Deployment ID

____ Vantiv Credit Card Tokenization

Additional Areas Requiring Setups

Focus

Accounting: GL Setup & Chart of Accounts - General Ledger

Accounting: Checkbook (see also System Setup: Accounts Payable & Accounts Receivable)

E-Commerce: Web Store Setup & Web Store Inventory

Maintenance: Company (Company Information)

Maintenance: Stations (edit): Transactions: Misc: Talon Security System

Maintenance: Category Defaults

Maintenance: Importers (Inventory, Customers)

Maintenance: SupportNet (Support Contract)

Management: Employees (see Maintenance: Definitions: Employee Security Groups)

Management: Gift Cards (Certificates)

Management: Employees: security setting for POSitive Connect

Transactions: Customers: Customer Categories