CheckList System and Station Setup Options |
  
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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
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 ___
____ 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)
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
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
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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