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
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 Module > More > Setup
❏POS Preferences
PoS Module > 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)