Table of Contents

Liberty REACT First Time Users Checklist

Tip: This document has been made with check boxes. If you wish, you can print this out and check off the different tasks as you have completed them.

Required Set Up Steps

❏Enter Store Information

Inventory Module > Setup > Options > Store Info.

❏Select Printers and Printing Defaults

Inventory Module > Setup > Options > Printing

❏Printout Headers and Footers

Inventory Module > Setup > Options > Header/Footer

❏Payment Accounts

Inventory Module > Setup > Maintain > Payment Accounts

❏Price Codes

Inventory Module > Setup > Price Codes > Price Codes

❏Markdown Types

Inventory Module > Setup > Price Codes > Markdown Types

❏Item Fee Types

Inventory Module > Setup > Price Codes > Item Fee Types

❏Tag Color Markdowns

Inventory Module > Setup > Price Codes > Tag Color Markdowns

❏Tax Codes

Inventory Module > Setup > Tax

❏Product Lines

Inventory Module > Setup > Categories > Product Lines

❏Categories

Inventory Module > Setup > Categories > Category Editor

❏Category Options

Inventory Module > Setup > Options > Category Options

❏Assign Product Lines to Categories

Inventory Module > Setup > Categories > Category Editor

❏Setup Back Destination

Inventory Module > Setup > Options >Backup

❏POS Equipment

PoS Module > More > Setup

❏POS Preferences

PoS Module > More > Setup

❏Terminal Ids (required for networks and cloud customers only)

Inventory Module > Setup > Maintain > Terminals

❏Account Defaults

Inventory Module > Setup > Options > Account Defaults

❏Item Entry Field Preferences

Inventory Module > Setup > Options > Item Entry Options

❏Transaction Types

Inventory Module > Setup > Maintain > Transaction Types

❏Payout Preferences

Inventory Module > Setup > Options > Payout

❏Attributes

Inventory Module > Setup > Categories > Attribute Types

❏Set Tag Styles

Inventory Module > Setup > Options > Selected Tag Styles

❏Payment Types

PoS > More > Payment Types

❏Fee Types

PoS > More > Fee Types

Optional Set Up Steps

❏Restrict Employee Access To Liberty

Inventory Module > Setup > Security > Maintain Users

❏Set Security Actions For Employee Access

Inventory Module > Setup > Security > Maintain Security Actions

❏Set Security Roles

Inventory Module > Setup > Security > Maintain Security Roles

❏Set Security Options

Inventory Module > Setup > Security > Maintain Security Options

❏Appearance

Inventory Module > Setup > Options > Appearance

❏Change Layout of Account Fields

(From Within An Account) Task > Maintenance > Account Field Layout

❏Fee Frequencies

Inventory Module > Setup > Maintain > Fee Frequencies

❏Store Sections

Inventory Module > Setup > Maintain > Sections

❏Define Custom Client User Fields

Inventory Module > Setup > Maintain > Client User Fields

❏Define Customer Vendor User Fields

Inventory Module > Setup > Maintain > Vendor User Fields

❏Filter Codes

Inventory Module > Setup > Maintain > Filter Codes

❏Store Locations

Inventory Module > Setup > Maintain > Locations

❏Set Zip Codes

Inventory Module > Setup > Maintain > Zip Codes

❏Product Lookups (PLUs)

PoS > More > Maintain Product Lookups PLUs

❏Item Descriptions

New Sale > Add Item (Button)

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Emergency Store Shutdown Suggestions

Liberty REACT First Time Users Checklist Setup Accessing Liberty Help From Anywhere In Liberty Add Notes to an Account Add Multiple Addresses and Phone numbers Apply Group Deductions Bulk Change Default Price Code Using the Client Import and Export Utility Creating New and Maintaining Existing Accounts Customize the Account Detail Window