Getting Started > Company Setup Summary

THE BASICS

You have now created your company and have activated selected features. Those features can be reviewed and changed as needed. Go to the POSitive Maintenance menu to access this information.

Company - your company name and address; create company Divisions if needed (see Company Information)

Registration - unlock codes for your company data (see Registration)

System Setup - access to global options for overall operation of POSitive. (see POSitive Setup Form)

Tax Rates - opens the tax setup (see Tax Rates)

Category Defaults - access to Master Defaults which are applied to a newly created category (see Categories With Defaults)

Departments - opens the Department / Category setup (see Departments)

Categories - opens a simple list of categories. (see Category Listing)

Station Settings - access to workstation options. (see Station Detail - General and Basic Hardware)

Definitions - review the following two topics and any others which are of interest to your company (see Definitions List)

Policy Statements - disclaimers at the bottom of invoices and pending transactions (see Policy Statements)

Security Groups - define employee access limitations (see Security Groups)

RECOMMENDATIONS For Just Starting Out

We recommend this sequence of activities as the most optimal

1) Define General Ledger Setup - use default settings, or define you own (see Accounting: Setup) Be sure to have the bookkeeper review and make necessary changes as the first step of creating your company data.

2) Add Vendors - go to the Vendor Center and add your primary vendors before adding inventory. (If you are importing inventory items, the import process could create the vendor(s) simultaneously.)

3) Add Inventory - go to the Inventory Center and add your inventory items. You will be able to select the primary vendor of the item because it was pre-defined. There is a utility for importing inventory. Go to Maintenance: Import.

4) Add Customers - go to the Customer Center and add your customers. There is a utility for importing customers. Go to Maintenance: Import

ADVANCED FUNCTIONS

Import - as mentioned above, you may import Inventory, Customers, Vendors, and Zip Codes. Consider using these importers to speed up data entry. These are all accessible from the Maintenance: Import button.

Printers - if special printer drivers are needed (see List of Registered Printers in Basic Hardware For Workstations)

POSitive SupportNET - ask questions of the POSitive technical support staff

General Ledger Setup - use default settings, or define you own (see Accounting: Setup)

POSitive Checkbook (see Accounting: Checkbook)

Definitions (usually no changes are necessary, but your business might benefit from these) (see Definitions List)

Tender - edit the list of payment methods available when processing an invoice

Currency - define any Foreign Currency which you will be handling

Exchange Rates - access current exchange rates for foreign currencies

Policy Statements - enter messages defining your policies regarding layaways, invoices, internet orders.

Finance Companies - also known as third-party billing, defines companies and organizations you work with

Barcode Types - barcode symbologies

User Defined Fields - the ability to track additional information about inventory items

Security Groups - limitations of what selected employees can and cannot do while running POSitive

Mail Groups - not e-mail, but an internal messaging system for communicating with individual and groups of employees.

Countries - define which country standards will be used

Employee Shifts - set cash register operation times as needed

Customer Returns - define reasons why products are being returned

RMA Returns - setup actions for processing returns to your vendors

Call-Log - messaging notes used by the service department to record communication with customers

Zip Codes - a listing of all areas within your marketing area. These are cumulative as you add new customers.

Warranty List - various warranty programs for products and services which are applied to individual items.

Transaction Screen - the layout of the screen which the clerk views while creating an invoice or layaway.

Invoice Buttons - shortcut buttons for the transaction screen - use the defaults or create more of your own

Touch Screen - a special interface wherein you design colors, buttons, and layout for the touch screen monitor

Monitor Manager - activate a flat screen monitor for customer use to see a running total of purchases, pictures of items being purchased, and balance due. Can also display a slide show when a sale is not being made.

Desktop Buttons - a special interface to launch some POSitive procedures. You select the function, add a title and picture and designate where the button should appear on the main screen.