Maintenance

Station Manager

Opens listing of all workstations.  Edit options for individual  workstations. Can create new workstations and edit existing ones without having to be at the physical equipment. Note Every computer needs to be assigned as a unique station

System Setup

Access to global options for overall operation of POSitive. This is an important area deserving careful review.

Tax Rates

Defines tax rates per inventory type.  Defines types of customers such as local, wholesale, and non-taxable organizations and assigns appropriate tax rates.

Departments

Opens the Department / Category structure.  Allows for creation of new departments and categories as well as tools for changes of assignments.

Categories

Opens the Category Listing.  Create and edit categories, set defaults on a category level.  Delete and merge categories

Category Defaults

A controlling set of category settings under the title of Master Defaults which are applied to a newly created category

Import

Access to importing routines to match a comma or tab delimited file containing raw data into POSitive.

  Inventory

Import inventory items into POSitive, update existing items, and create new items simultaneously.

  Customers

Import customer information into POSitive and create new  customer records.

  Vendors

Import vendor information into POSitive and create new vendor records.  (TIP: importing inventory can create vendor information simultaneously.)

  Zip Codes

Import a list of zip codes.

  Invoices

Primarily used for migrating from a different software program.Import basics of invoice contents so that previously imported customers will have a record of prior invoices.  Contact your dealer for feasibility.  

  Purchase Orders (History)
Not available in PFR

Imports purchase order history from a text file.  Gives vendors a historical list of purchases. Contact your dealer for feasibility.

Data Utilities (File Maintenance)

  Verify Data

Verify invoices, orders, vendor purchases, and accounts receivable, and department / category relationships.  Rarely needed.  Please contact your dealer or POSitive support.

  Purge Data

Reduce the size of some files by purging unnecessary data from those files.  Please contact your dealer.  (see Purge Data)

  Utilities

(Optional) Some routines which might be needed after upgrading to a new version of POSitive. (see POSitive Utilities)

Definitions Section

Definitions pre-define parameters, options, and features and includes the following lists: Definitions, Tender, Invoicing, Status Settings and Lists. (see Definitions List)

Printers

List of Registered Printers

Company

Define company name, address, phone, and internet address.  Optionally define store divisions.  (PFR does not support Divisions.)

SupportNet

For registered users on support, create and track messages to POSitive Software Company for how-to information and software problems.