Setup

• Setup Checklists
• Required Setup Steps
  • Inventory Module
    • Store Information
    • Select Printers & Printing Defaults
    • Headers and Footers
    • Price Codes
      • Price Codes Overview
      • Price Codes and Consignment Splits
      • Markdowns Overview
      • Automatic Markdowns by Time Period
      • Automatic Markdowns by Tag Color
      • About Item Fees
      • Setting Up Item Fees
    • Tax Codes
      • Tax Codes Overview
      • Setting Up Tax Codes, Tax Groups, and Tax Rates
      • Tax Types and Location/Tax Group Association
      • Setup of a Single Location with a Single Tax Rate on all Items
      • Setup of a Single Location with Different Tax Rates
      • Setup Of Multiple Locations And A Single Tax Rate For Each Location
      • Setup Of Multiple Locations and Multiple Tax Rates For Each Location
      • Setup of Multiple Locations and the same set of Multiple Tax Rates for Each Location
    • Product Lines
      • Product Lines Overview
      • Setting Up Product Lines
      • Why Categories are Assigned a Product Line
      • Assigning Product Lines to Categories
    • Categories
      • Categories Overview
      • Category Editor
      • Turn Categories On and Off
      • Add, Change and Delete Categories
      • Category Tax Code Update
      • Selecting Categories During Item Entry
  • Point Of Sale
    • Setting Up POS Equipment
    • Setting Up POS Defaults
    • Setting up Terminal IDs (Networks Only)
    • Assign Terminal IDs (Networks Only)
• Optional But Recommended Setup
  • General Inventory and Account Setup
    • Account Defaults
    • Item Entry Field Preferences
    • Category Tag Types
    • Transaction Types
    • Payout Preferences
    • Consignor Contract Creation
  • Attributes
    • Overview of Attributes
    • Assign Attributes Types to Categories
    • Remove an Attribute from a Category
    • Printing the Size Attribute on Price tags
    • Change Order of Attributes on Item Entry Screen
    • Add, Change and Delete Attribute Types
    • Add, Edit and Delete Attribute Values
    • Show Attributes in Item Titles
    • Make an Attribute Inactive
  • Point of Sale
    • Setting Up Payment Types
    • Automatic Credit Card Fee To Consignor's Account
    • Setting Up Fee Types
    • Setting Up Promotions
• Optional Setup Steps
  • General
    • Setting Up Account Field Layout
    • Setting Up A Default Weight For New Items Within A Category
    • Setup Fee Frequencies
    • Setting Up Group Deductions
    • Spell Checking for Item Descriptions
    • Setting Up Store Sections to Track Inventory Locations
    • Define Custom Field Names
    • Define Filter Codes
    • Setting Up Locations
    • Setting Up Expire Groups
  • Price Codes
    • Variable and Graduated Rate Splits
    • Pickup and Expire Options
    • Sale Deductions
    • Final Value Fees
    • Item Processing Fee
    • Expire Groups
  • Passwords and Security
    • Security Overview
    • Maintain Security Roles
    • Maintain Security Actions
    • Security Actions Searchable Index
    • Setting Up Employee Access
    • Maintain Security Options
    • Changing the Password for a User
    • Consignor Login
      • Setting up the Consignor Login App For Shopify
  • Point of Sale
    • Setup Item Descriptions
    • Add a Logo to Your Receipt
  • Email
    • Setting up email settings in Liberty
• Options Menu In-Depth
  • Store Information
  • Appearance
  • Payout
  • Printing
  • Account Defaults
  • Item Entry Options
  • Buy/Trade Options
  • Image Options
    • Selected Tag Styles
  • Category Options
  • Headers / Footers
  • Backup
  • Email Settings
  • Resaleworld Registration
• Maintain Menu In-Depth
  • Charities / Charity Accounts
  • Client User Fields
  • Fee Frequencies
  • Filter Codes
  • Group Deductions
  • Item Dispositions
  • Item User Fields
  • Locations
  • Payment Accounts
  • Recurring Fee Types
  • Reminder Types
  • Sections
  • Terminals
  • Transaction Types
  • Vendor User Fields
  • Zip Codes

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Setup Checklists