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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

 

____       Restricted Pricing/Discount Percent  ______ %

 

____           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 Job Cost Due Days

____           Auto-Set  Job Cost 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

         _______ Job Cost

         _______ 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

____               Job Cost

____               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

____       Advanced PO Options

____           Description

____           GL Account

____           Account Description

____       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

____         Tax Cloud tab

____             USPS User ID _________________

____                  Verify Address When Importing AutoQuote

____                  Verify Customer Address On Add

____                  Verify Shipping Address On Add

____             API Login ID: __________________

____                   API Key: __________________

 

____     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

____       Job 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

____       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

____  __Buyer Groups

 

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