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New Company Wizard |
  
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New Company Wizard |
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POSitive makes it easy for you to set up your own company. The New Company Wizard prompts you through several critical setup screens. Remember that anything you select can be changed very easily later.
Some Things You Will Need To Know
SQL Server, name and password
A Data Password
Your company name, address, etc.
Starting numbers for invoices and orders and Price Level Descriptions
Number of workstations (network seats), main printer type
Local tax rate
How To Create A New Company
Note: New companies MUST be created on the same computer where your SQL Server is installed. More Info
The initial installation of POSitive requires direct access to the SQL Server. After your company is created, then workstations can be configured to use the SQL Server data and subsequent "new companies" such as a training data base can be created from any workstation with access to the POSitive folder. |
1) Start POSitive running.
2) At the Choose Company dialog box, click on the Create New Company button. Read what is on the screen and follow the prompts.
Company Setup Wizard - Introduction
| • | Enter a DATA PASSWORD. This password (one word only) is required to continue. It is used for encryption of credit card and other sensitive data. Do not choose a password which will be obvious to employees, yet do not make it too difficult to remember. Only rarely will you ever need to remember this password. Click on OK. |
| • | Choose the Edition |
| • | Select "Use ENTER Key To Move Between Fields" (Recommended) |
| • | Create Database |
SQL Server - the name of your SQL server
User Name - the user name you use to log in to your SQL server, typically "sa" (system administrator)
Password - the password associated with your user name
Database Name - typically your company name (this should always be a unique name)
Creating Database Tables. Please wait while appropriate data tables are created.
Company Setup Wizard - Company Info
Enter your company information.
Company Setup Wizard - Company Info - Business Type
Select a Business Type.
Enter starting numbers for Invoices and Orders.
Change or add names of Price Levels 1-6
Company Setup Wizard - Station Info
Complete some hardware setups. Enter the number of computers which will be using POSitive.
Activate options for Trade-Ins and E-Commerce as needed.
Select your main type of invoice printer from the list of types. (Note: you will have additional options for printer selection later.)
Company Setup Wizard - Create Tax Rates
Define your Basic Tax Rate. (Additional information about tax setup will be given later.)
Company Setup Wizard - Invoice Screen
Choose an invoice screen style.
Company Setup Wizard - Finalize Setup "Congratulations"
You will be using POS and POS as your Sales ID and Password until you begin to add employees.
If you want to make any corrections, choose Back [F9]. Otherwise, choose FINISH [F10].
Done! Click Here to Continue.
When prompted click on the Done button.
Verifying Data Files - opening tables
POSitive will automatically shut down.
Run POSitive again and your new Company will be in the list.
"Choose Station" - If prompted, be sure to select a station before clicking on OK. There will be only one station number initially. You will need to create enough station numbers for the number of computers which will be running POSitive Retail Manager.
Log on "Enter Sales ID and Password"
- Use POS and POS for now. You can change this later.
Additional Prompts
Respond to any additional prompts on updates and other information.
Company Setup Wizard - POSitive Retail Manager is running in DEMO mode.
By default, your new company setup is in Demo mode and is limited in the number of inventory items, customers, and invoices. Registered versions have no such limitations.
Continue - Choose "Continue" if you are simply evaluating the program or if you are unsure about registration at this time. POSitive will skip the next screens and verify data and prompt for an ID and Password. Enter POS and POS. You will be able to use POSitive in demo mode.
Register Now - If you have purchased POSitive, then you may choose to license the program now.
Company Setup Wizard - Registration
On-line Registration allows you to get activation codes from the Web. You need to be connected to the internet.
Automatic Registration - your company information has been pre-registered when you purchased the software. Choose the Register On-Line button when you are connected to the internet. After a brief interval, you will be notified if the registration was successful or not. If it was not, please contact your dealer.
Your Company Name and Serial Number are displayed at top center. If the name is incorrectly spelled, contact your dealer. Register Modules identify which features are currently available and number of seats (licenses). Contact your dealer for more options. |
Company Setup Wizard - Success! Please Restart
"Success! Please restart POSitive Retail Manager for the registration to activate."
You will be immediately launched into POSitive where you can begin to work.
NOTE: General Ledger Check - will appear if there the GL Setup is incomplete. This needs to be corrected. (see General Ledger Check)
Where To Begin
The New Company Setup Window lists links to major setup features of POSitive. It is highly recommended that you review each one.
Go to Help: and select New Company Setup
(A) At this time, make sure the "Show This Window On Startup" is activated. You will be using this tool until no longer needed.
(B) Your company is now setup. If you are still being prompted that you are in Demo Mode, you have not yet successfully registered POSitive. Review Help: Registration or consult with your POSitive dealer.
Next Step: New Company Setup