Setup Checklists


Tip: This document has been made with Check Boxes. If you wish, you can print this out and check off the different tasks as you have completed them.




Required Set Up Steps

Enter Store Information

Inventory Module  > Setup  > Options  > Store Info.


Select Printers and Printing Defaults

Inventory Module  > Setup  > Options  > Printing


Printout Headers and Footers

Inventory Module  > Setup  > Options  > Header/Footer


Payment Accounts

Inventory Module  > Setup  > Maintain  > Payment Accounts


Price Codes

Inventory Module  > Setup  > Price Codes > Price Codes


Markdown Types

Inventory Module  > Setup  > Price Codes > Markdown Types


Item Fee Types

Inventory Module  > Setup  > Price Codes >  Item Fee Types


Final Value Fee Types

Inventory Module  > Setup  > Price Codes > Final Value Fee Types


Sales Deduction Types

Inventory Module  > Setup  > Price Codes > Sales Deduction Types


Expire Groups

Inventory Module  > Setup  > Price Codes > Expire Groups


Tag Color Markdowns

Inventory Module  > Setup  > Price Codes > Tag Color Markdowns


Tax Codes

Inventory Module  > Setup  > Tax


Product Lines

Inventory Module  > Setup  > Categories  > Product Lines


Categories

Inventory Module  > Setup  > Categories  > Category Editor


Category Options

Inventory Module  > Setup  > Options  > Category Options


Assign Product Lines to Categories

Inventory Module  > Setup  > Categories  > Category Editor


Setup Back Destination

Inventory Module  > Setup  > Options  >Backup


POS Equipment

PoS  HUB > More > Setup


POS Preferences

PoS  HUB > More > Setup


Terminal Ids (required for networks and cloud customers only)

Inventory Module  > Setup  > Maintain  > Terminals



Optional But Recommended Set Up Steps

Account Defaults

Inventory Module  > Setup  > Options  > Account Defaults


Item Entry Field Preferences

Inventory Module  > Setup  > Options  > Item Entry Options


Transaction Types

Inventory Module  > Setup  > Maintain  > Transaction Types


Payout Preferences

Inventory Module  > Setup  > Options  > Payout


Attributes

Inventory Module  > Setup  > Categories  > Attribute Types


Set Tag Styles

Inventory Module  > Setup  > Options  > Selected Tag Styles


Payment Types

PoS  > More > Payment Types


Fee Types

PoS  > More > Fee Types



Optional Set Up Steps

Restrict Employee Access To Liberty

Inventory Module  > Setup  > Security  > Maintain Users


Set Security Actions For Employee Access

Inventory Module  > Setup  > Security  > Maintain Security Actions


Set Security Roles

Inventory Module  > Setup  > Security  > Maintain Security Roles


Set Security Options

Inventory Module  > Setup  > Security  > Maintain Security Options


Appearance

Inventory Module  > Setup  > Options  > Appearance


Change Layout of Account Fields

(From Within An Account) Task  > Maintenance  > Account Field Layout


Fee Frequencies

Inventory Module  > Setup  > Maintain  > Fee Frequencies


Store Sections

Inventory Module  > Setup  > Maintain  > Sections


Define Custom Client User Fields

Inventory Module  > Setup  > Maintain  > Client User Fields


Define Customer Vendor User Fields

Inventory Module  > Setup  > Maintain  > Vendor User Fields


Filter Codes

Inventory Module  > Setup  > Maintain  > Filter Codes


Store Locations

Inventory Module  > Setup  > Maintain  > Locations


Set Zip Codes

Inventory Module  > Setup  > Maintain  > Zip Codes


Product Lookups (PLUs)

PoS  > More > Maintain Product Lookups PLUs


Item Descriptions

New Sale > Add Item (Button)



Ecommerce Set Up Steps (Needed For Selling Online Only)


Marketplace Options

Listing manager  > Tools  > Options > Storefront Settings


Email Settings

Inventory Module  > Setup  > Options  > Email Settings


eBay Settings

Inventory Module  >


Run the eBay Authorization Utility

Inventory Module  > Setup  > eCommerce Options  > eBay Settings  > Accounts


Image Host Settings

Inventory Module  > Setup  > Options  > Image Options


Web Listing Fees

Inventory Module  > Setup  > Price Codes


General Order Manager Settings

Order Manager Information


Customer Notification Email Preferences

Order Manager  > Setup  > Options  > Notification Email Tab


Order Status Preferences

Order Manager  > Unpaid Orders > Paid Orders  > Shipping Orders  > Completed Orders


Payment Types Preferences

Order Manager  > Setup  > Maintain Payment Types


Payment Mappings

Order Manager  > Setup  > Maintain Payment Mappings





Related Topics

Liberty Inventory Setup Overview

Set Up PoS Default Preferences