====== 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.

===== 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|]]

**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:optionalsetupsteps:pricecodes1:finalvaluefees|Final Value Fee Types]]

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

❏[[:setup:optionalsetupsteps:pricecodes1:saledeductions|Sales Deduction Types]]

**Inventory Module > Setup > Price Codes > Sales Deduction Types**

❏[[:setup:optionalsetupsteps:general:setupexpiregroups|Expire Groups]]

**Inventory Module > Setup > Price Codes > Expire Groups**

❏[[: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|]]

**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|]]

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

❏[[:setup:optionalrecsetup:geninventory:itementrypreferences|]]

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

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

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

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

**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|]]

**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|]]

**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:\\
[[:setup:requiredsetupsteps|]]

==== Related Topics ====

[[:setup:checklists|]] [[:resalepay:cloverflex3:cloverflex3setup|]] [[:setup:requiredsetupsteps:inventorymodule:storeinformation|]] [[:setup:requiredsetupsteps:inventorymodule:selectprinterdefaults|]] [[:setup:requiredsetupsteps:inventorymodule:headersandfooters|]] [[:setup:maintainmenu:paymentaccounts|]] [[:setup:requiredsetupsteps:inventorymodule:pricecodes:pricecodesoverview|]] [[:setup:requiredsetupsteps:inventorymodule:pricecodes:markdownsoverview|]] [[:setup:requiredsetupsteps:inventorymodule:pricecodes:settingupitemfees|]] [[:setup:optionalsetupsteps:pricecodes1:finalvaluefees|]] [[:setup:optionalsetupsteps:pricecodes1:saledeductions|]]