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CheckList System and Station Setup Options

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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    

System Setup      

  Go to Maintenance: System Setup
 

____     General Setup   Focus

____        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

____        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

____           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

____           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

____           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

____           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

____          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

____          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

____        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

____        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

____           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

____           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

____           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

____           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

____           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  ___

____     Purchase Orders   Focus

____       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

____       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

____      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

____        Prompt For Check Number (using External Account)

____        Generate Checks When Processing AP

____           Checking Account _________ (select)

____        Do Neither

 

____     E-Mail   Focus

____        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

____        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

____     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

____       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