How to set up "Everything else"

Set up the back end:

• Setting up Hierarchy
• Create Employee (role of Financial)
• Create Venue
• Create Store
• Create Warehouse
• Create POS and Create Register
• Setting up Inventory Classifications
• Create a Department
• Create a Category
• Create a SubCategory
• Setting up Attributes
• Create Style
• Create Color
• Create Size
• Create Brand
• Create Season
• Create Size Brick
• Setting up Tax and vendor
• Create a simple tax
• Create a vendor
• Setting up Master Inventory Items
• Create a store item
• Create a service item
• Create a package and items into Package
• Create a Gift Card (Use Prepaid as the item type)
• Setting up Discounts
• Create a simple discount
• Create a multi item discount
• Setting up Coupons
• Create a coupon
• Setting up Payment Gateways
• Set up Payment Gateway (Paygistix)
• Setting up ShopLocal
• Set up ShopLocal

• Inventory Transactions
  • Receiving Merchandise
    • Receive inventory for item(s) created into warehouse
  • Transferring Merchandise (Multi Store or warehouse)
    • Transfer inventory from warehouse to store1
    • Initiate and commit
  • Create a Purchase Order (through approval/send) – then receive the inventory
• Barcode Label Printing
  • Create a barcode label (attach pdf)

• Setting up Backup and Email Options
• Set up Quick Pick, Speed Keys & Bank Management Options
• Add Customer Group and CRM Builder
• Add Predictive features
  • Recommended Items
  • Predictive Reordering
• Add ID Verification & No Discount Flags
• Create a Price Book & Fee
• Customization
  • Dashboard
  • Attributes
  • Reporting dates
  • Currency, Logo & Application Types

Familiarity with the reports available including the following (save the pdf for 3 reports – which have data)

• Inventory Reports
• Inventory Balances
• Bestseller Lists
• Inventory Transaction Reports
• Inventory Write-offs and Adjustments
• Receiving Journal
• Merchandise Transfers
• Merchandise Receipts
• Sales Reports
• Real Time Sales
• Periodic Sales
• Sales Analysis Reports
• Sales Summary
• Sales Tax Settlement
• Discount Sales Analysis
• Coupon Sales
• Refund Transaction Reporting

Add a promotional message to sales receipts

Enable Go Green digital receipts

Add an email alert

Create a variable priced item

Create a variable percent discount

Enable layaway/Prepaid

Add a disclaimer to a sub category

Part 2 The POS

Download a POS

Clock in/out

Sell a variable priced item

Add a customer

Email a receipt

Put an item on Layaway

Do a sales transaction with a multi item discount

Receive inventory

Add a new item

You have a broken item, take it out of inventory

Run a Z Report

Run a ZZ Report