Download - Professional Systems Ltd

Setting up a customer pole display.....................................................................................................40
Setting up a second monitor as a customer display............................................................................46
Front Counter - screen resolution.......................................................................................................47
Setting up Front Counter
To set up Front Counter follow the sequence below:
1. Carry out the routines the set up Wizard prompts: company record, departments (optional), ledger
accounts, bank account(s). If you intend to use the built-in end of day cash up facility, and record
bank deposits, you need to set up the relevant bank account. Or a dummy bank account.
2. Go to the Stock menu and set up the required stock lines, groups and stock items. Including, if
required, any volume discounts and replenishment rules.
3. Select Client invoicing → Operations → Clients to set up regular customers. Including their contacts
and discounts.
4. Select System settings → Cashier Profiles and set up any cashiers and their access levels.
5. Also in System settings → Invoice statements. Set up the format of your invoices. If you intend to
use any.
6.. Select Front Counter then Receipts Format. Select the size of paper your receipt printer uses. Set
up the layout for your cash receipts. If you want to include a logo make sure you have a file called
logoss.bmp and place it in the folder C:\PSL\Database\Images. You may need to use the Windows
Paint application to change its size to fit the receipt width you use.
7.. Optional: Open Front Counter (logon as System Administrator). Go to the Client accounts tab. Click
Loyalty Rules and set up any loyalty cards you intend to use.
The rest of this manual covers the above set up in more detail.
1. The Set up Wizard
This section relates to the installation of the base system of Retail Business. If you have purchased Front
Counter cashier's workstation the set up must be carried out on the PC the base system was installed on.
The workstation installation does not include these tools.
When starting Retail Business for the first time you are advised of the default logon settings for the system
administrator. Take a note of these. Click Ok to create them and then enter them into the logon form to start.
When the wizard starts up you need to Accept the license to proceed further.
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