Setup Checklists

Info: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.

❏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

❏Final Value Fee Types

Inventory Module > Setup > Price Codes > Final Value Fee Types

❏Sales Deduction Types

Inventory Module > Setup > Price Codes > Sales Deduction Types

❏Expire Groups

Inventory Module > Setup > Price Codes > Expire Groups

❏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

❏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)

Click the following link to see a list of articles for the next section:
Required Setup Steps

Setup Checklists Setup Store Information Select Printers & Printing Defaults Headers and Footers Payment Accounts Price Codes Overview Markdowns Overview Setting Up Item Fees Final Value Fees Sale Deductions