Getting Started

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The following are the recommended step by step setting for beginners, taken into consideration few types of common retailing models:

(Make sure you have done the Installation before this. )

For Standalone PC ... .. where the same PC serves as DB Server as well as terminal

(steps 1 ~ 7: to be done in AutoCount POS BackEnd)

1. Maintain Terminal - Note: at least one terminal is needed.

2. Maintain POS User Group (accessibility) - Note: at least one Group is needed.

3. Maintain POS user - Note: for Cashier, Supervisor (optional). At least one POS user is needed.

4. Maintain Credit Card Type - Note: not needed if you are not accepting credit card payment.

5. Maintain Product Item

6. POS Option setting

7. Optional Setting (Member, Promoter, Promotion.)

(Steps 8 ~11: to be done in AutoCount POS)

8. First Time Start POS

9. POS hardware setup and testing

10. Start POS Transaction

11. View reports

(also view reports in AutoCount Accounting)

For 2 Outlets in separate locations, one of them is treated as HQ

(Steps 1~8: to be done in AutoCount Accounting on HQ PC)

1. Maintain Location (Outlet)

2. Maintain Terminal - Note: at least one terminal is needed.

3. Maintain POS User Group (accessibility) - Note: at least one Group is needed.

4. Maintain POS user - Note: for Cashier, Supervisor (optional). At least one POS user is needed.

5. Maintain Credit Card Type - Note: not needed if you are not accepting credit card payment.

6. Maintain Product Item

7. POS Option setting (this is for HQ's terminal)

8. Optional Setting (Member, Promoter, Promotion.)

(Steps 9~12: to be done in AutoCount POS on HQ PC, if the HQ also runs a terminal)

9. First Time Start POS

10. POS hardware setup and testing

11. Start POS Transaction

12. View reports

(also view reports in AutoCount Accounting)

(Steps 13: to be done in AutoCount POS BackEnd on the outlet PC)

13. POS Option setting (could be different for each terminal)

(Steps 14: to be done in AutoCount Accounting on HQ PC)

14. First time (Full) sync from HQ to outlet. *Sometimes internet speed may be disappointed, alternative way is to do the full sync through LAN, then backup and restore on the outlet PC.

(Outlet verify the master files/data sync from HQ.)

(Steps 15~18: to be done in AutoCount POS on Outlet PC)

15. First Time Start POS

16. POS hardware setup and testing

17. Start POS Transaction

18. View reports

(also view reports in AutoCount Accounting)

(Steps 19 to be done in AutoCount Accounting on HQ PC)

19. Subsequent automatic sync (Smart Sync)

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Send feedback about this topic to AutoCount. peter@autocountSoft.com