User Manual Chapters to Read
Topic: Prices
Topic: Costs
Topic: Taxes
Other
Resources
Configuring
Drivers Guide
Go
to Configure>Inventory Configure>Prices Update. You will want to
change
the default date (December 31, 1969) to a date just before you started
using
the system. This way the system will only look for updates from that
point
forward. Otherwise the Update Prices process will take a long time.
Next,
go to Process>Prices and Cost>Update Prices and let the process
run. You
should get in the habit of running Update Prices at least once a day. A
good
time to do this is when you do your daily backup. If you are ever
Receiving and
you see a cost of $0 or Invoicing and see a price of $0 you have most
likely
forgotten to Update Prices.
Taxes:
Go
to Catalogs>Taxes and set the tax rate for your store. Note that
XpertMart
will only display two digits but even though it looks like it is
rounding up
the system will actually store as many decimal points as you want to
enter.
Zoom
out to the Tax Zone catalog and overwrite "Sample State" with the
name of your jurisdiction. Do not create a new entry in this catalog.
If
some items are tax exempt, create a new entry in the Taxes Catalog,
call it Tax
Exempt and set the tax rate to 0.0%.
Employees:
Go
to the Employees Catalog and create entries for every one of your
employees.
Make sure you put the same user name in both the Employee Number and
Login
fields (yes, you should duplicate this). Every employee will need to be
able to
login in to XpertMart to do a transaction. The system does not allow
you to do
a transaction without first doing a login.
Stores:
Go
to the Stores Catalog and fill in the name, address and phone number of
your
store. Whatever you put in these fields is what will print up on your
store
sales ticket. Make sure you assign the store to a Tax Zone and to a
Price List
(usually just List Price).
Z-Out:
Make
sure XpertMart is not setup to require a Z-Out before you can make the
first
sale of a day. Go to Configure>Station Configure>Zout and make
sure no
box is checked. Then go to Catalogs>Document Types>Invoice Types
and make
sure the Zout box is not checked for any of the Invoice Types.
Vendor Terms:
Go
to Catalogs>Vendors>Vendor Terms and create at least one entry
(such as
COD, Credit, Prepay, etc). You will need to specify vendor payment
terms when
you make a receipt or you can do this ahead of time for each vendor in
the
Vendors Catalog.
Peripherals:
Refer
to the document linked above to setup the right driver configuration
for all of your POS
peripheral devices.
Finished?
You are ready for action!
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