====== 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 =====

❏[[setup:requiredsetupsteps:inventorymodule:storeinformation|Enter Store Information]]

**Inventory Module  > Setup  > Options  > Store Info**.

❏[[setup:requiredsetupsteps:inventorymodule:selectprinterdefaults|Select Printers and Printing Defaults]]

**Inventory Module  > Setup  > Options  > Printing**

❏[[setup:requiredsetupsteps:inventorymodule:headersandfooters|Printout Headers and Footers]]

**Inventory Module  > Setup  > Options  > Header/Footer**

❏[[setup:maintainmenu:paymentaccounts|Payment Accounts]]

**Inventory Module  > Setup  > Maintain  > Payment Accounts**

❏[[setup:requiredsetupsteps:inventorymodule:pricecodes:pricecodesoverview|Price Codes]]

**Inventory Module  > Setup  > Price Codes > Price Codes**

❏[[setup:requiredsetupsteps:inventorymodule:pricecodes:markdownsoverview|Markdown Types]]

**Inventory Module  > Setup  > Price Codes > Markdown Types**

❏[[setup:requiredsetupsteps:inventorymodule:pricecodes:settingupitemfees|Item Fee Types]]

**Inventory Module  > Setup  > Price Codes >  Item Fee Types**

❏[[setup:requiredsetupsteps:inventorymodule:pricecodes:markdownsbycolor|Tag Color Markdowns]]

**Inventory Module  > Setup  > Price Codes > Tag Color Markdowns**

❏[[setup:requiredsetupsteps:inventorymodule:taxcodes:settinguptaxcodes|Tax Codes]]

**Inventory Module  > Setup  > Tax**

❏[[setup:requiredsetupsteps:inventorymodule:productlines:setupproductlines|Product Lines]]

**Inventory Module  > Setup  > Categories  > Product Lines**

❏[[setup:requiredsetupsteps:inventorymodule:categories:categoryeditor|Categories]]

**Inventory Module  > Setup  > Categories  > Category Editor**

❏[[setup:optionsmenu:categoryoptions|Category Options]]

**Inventory Module  > Setup  > Options  > Category Options**

❏[[setup:requiredsetupsteps:inventorymodule:productlines:assignroductlines|Assign Product Lines to Categories]]

**Inventory Module  > Setup  > Categories  > Category Editor**

❏[[setup:optionsmenu:backup|Setup Back Destination]]

**Inventory Module  > Setup  > Options  >Backup**

❏[[setup:requiredsetupsteps:pos:posequipment|POS Equipment]]

**PoS Module > More > Setup**

❏[[setup:requiredsetupsteps:pos:pospreferences|POS Preferences]]

**PoS  Module > More > Setup**

❏[[setup:requiredsetupsteps:pos:settinguptid|Terminal Ids (required for networks and cloud customers only)]]

**Inventory Module  > Setup  > Maintain  > Terminals**

===== Optional But Recommended Set Up Steps =====

❏[[setup:optionalrecsetup:geninventory:accountdefaults|Account Defaults]]

**Inventory Module  > Setup  > Options  > Account** **Defaults**

❏[[setup:optionalrecsetup:geninventory:itementrypreferences|Item Entry Field Preferences]]

**Inventory Module  > Setup  > Options  > Item Entry Options**

❏[[setup:maintainmenu:transactionstypes|Transaction Types]]

**Inventory Module  > Setup  > Maintain  > Transaction Types**

❏[[setup:optionalrecsetup:geninventory:payoutpreferences|Payout Preferences]]

**Inventory Module  > Setup  > Options  > Payout**

❏[[setup:optionalrecsetup:attributes:overviewofattributes|Attributes]]

**Inventory Module  > Setup  > Categories  > Attribute Types**

❏[[setup:optionsmenu:imageoptions:selectedtagstyles|Set Tag Styles]]

**Inventory Module  > Setup  > Options  > Selected Tag Styles**

❏[[setup:optionalrecsetup:recpointofsale:settinguppaymenttypes|Payment Types]]

**PoS  > More > Payment Types**

❏[[setup:optionalrecsetup:recpointofsale:settingupfeetypes|Fee Types]]

**PoS  > More > Fee Types**

===== Optional Set Up Steps =====

❏[[setup:optionalsetupsteps:passwordsandsecurity:maintainusers|Restrict Employee Access To Liberty]]

**Inventory Module  > Setup  > Security  > Maintain Users**

❏[[setup:optionalsetupsteps:passwordsandsecurity:maintainsecurityactions|Set Security Actions For Employee Access]]

**Inventory Module  > Setup  > Security  > Maintain Security Actions**

❏[[setup:optionalsetupsteps:passwordsandsecurity:maintainsecurityroles|Set Security Roles]]

**Inventory Module  > Setup  > Security  > Maintain Security Roles**

❏[[setup:optionalsetupsteps:passwordsandsecurity:maintainsecurityoptions|Set Security Options]]

**Inventory Module  > Setup  > Security  > Maintain Security Options**

❏[[setup:optionsmenu:appearance|Appearance]]

**Inventory Module  > Setup  > Options  > Appearance**

❏[[setup:optionalsetupsteps:general:setupaccountlayout|Change Layout of Account Fields]]

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

❏[[setup:optionalsetupsteps:general:gensetupfeefrequiences|Fee Frequencies]]

**Inventory Module  > Setup  > Maintain  > Fee Frequencies**

❏[[setup:optionalsetupsteps:general:setupstoresections|Store Sections]]

**Inventory Module  > Setup  > Maintain  > Sections**

❏[[setup:optionalsetupsteps:general:definecustomnames|Define Custom Client User Fields]]

**Inventory Module  > Setup  > Maintain  > Client User Fields**

❏[[setup:maintainmenu:vendoruserfields|Define Customer Vendor User Fields]]

**Inventory Module  > Setup  > Maintain  > Vendor User Fields**

❏[[setup:maintainmenu:filtercodes|Filter Codes]]

**Inventory Module  > Setup  > Maintain  > Filter Codes**

❏[[setup:optionalsetupsteps:general:setuplocations|Store Locations]]

**Inventory Module  > Setup  > Maintain  > Locations**

❏[[setup:maintainmenu:zipcodes|Set Zip Codes]]

**Inventory Module  > Setup  > Maintain  > Zip Codes**

❏[[pos1:pointofsaleindepth:otherposfunctions:useingplu|Product Lookups (PLUs)]]

**PoS  > More > Maintain Product Lookups PLUs**

❏[[setup:optionalsetupsteps:pointofsale1:setupitemdescriptions|Item Descriptions]]

**New Sale > Add Item (Button**)
==== Next Section Navigation Link ====

Click the following link to see a list of articles for the next section: \\ [[:suggestions|Emergency Store Shutdown Suggestions]]

==== Related Topics ====

[[firsttimeusersmenu:firsttimeusers]]
[[resalepay:cloverflex3:cloverflex3setup]]
[[:accessing_liberty_help]]
[[accountmanagement1:addnotesacct]]
[[accountmanagement1:addressphonenumber]]
[[accountmanagement1:applygroupdeduct]]
[[accountmanagement1:bulkchangepc]]
[[accountmanagement1:clientimportexport1]]
[[accountmanagement1:creatingnewmaint]]
[[accountmanagement1:customizeaccount]]