Default Store: Where you set your default store name.  

• This is a code-driven field.  Simply select the appropriate default store name from your system.  

Default Store Group: Allows you to choose a group of stores under which to include the current default store.   

Security Model: Where you set the selected default store's basic security paradigm. 

• There are two choices: Full Access and Restricted Access.

Full Access: sets the default for every user as having unlimited access to every program and module in the system. 

• If you select Full Access, you will need to set user security on an individual basis, manually restricting access to specific programs and tasks within the system on a user-by-user basis. 
• For example, if you do not want a user to have access to Store Properties, you would need to define this in that user's user security. 
• Full Access is a starting point, giving full access to everything to every user. 
• Exceptions for each user (modules or programs you do not want users to access) then need to be set on a user-by-user basis.

Restricted Access: sets the default for every user as having no access to any program or module in the system.

• Restricted Access is the opposite of Full Access. 
• It blocks access to everything for every user, including yourself. You then need to give access to individual users manually. 
• For example, if you want to give yourself access to everything, you would need to define this in your own user security. 
• Exceptions for each user (modules or programs you want users to be able to access) need to be set on a user-by-user basis.

Industries: Allows you to establish which of the industries you want included in your system. 

• When you create a new product in Product Properties, you need to determine which industry the newly created product belongs to. 
• Your industry choices will be determined by what you select here in the Industries section. 
• To deselect an industry, click on the checked box to the left of it. This un-checks the industry, and it will not appear as a choice when adding a new product. 

Auto Code Names: Determines whether the system will assign numbers or names in the Short Name field for the following four categories: Customer, Vendor, Service, and Author. 

• To set the value for any of the four fields (the default is set to Name), click on the arrow at the right of the field. 
• From the dropdown list, select either Name or Number.

Customer:

• If you select Number, the system will assign the next available customer number for a newly created customer in the Short Name field of Customer Properties. 
• If you select Name, the system will merge the customer's first and last name, creating the Short Name. 
• ***Note*** This only applies if you leave the Short Name field blank. 
• If you manually fill it in, the default established here does not come into play. 

Vendor: 

• Number would assign the next available vendor number in the Short Name field of Vendor Properties
• Name would simply assign the vendor's name.

Service: The principle is the same. 

• Number would assign the next available service number in the Short Name of any newly created service. 
• Name would simply assign the service's description in the Short Name field.

Author: 

• If you select Number, the system will assign the next available customer number for a newly created customer in the Short Name field of Customer Properties. 
• If you select Name, the system will merge the customer's first and last name, creating the Short Name. 
  • This only applies if you leave the Short Name field blank. 
  • If you manually fill it in, the default established here does not come into play. 

E-mail Alert Settings: There are three e-mail fields that need to be filled in. 

• Once these are filled in, iMerchant will be equipped to send out automated e-mail alerts. 
• In the SMTP Server to use for sending alerts field, key in the mail server IP address or name. 
• Please contact Computac Customer Service if you have any questions regarding your mail server IP address.
  • Gmail Setup Notes:
  • SMTP server =  smtp.gmail.com
  • Port = 587
  • Use SSL = true (Checked)
  • You will need to enable less secure Apps - https://myaccount.google.com/lesssecureapps 
  • Follow the Google help link below for complete information on setting up an app for SMTP.
  • Google help URL: https://support.google.com/a/answer/176600?hl=en
• In the E-mail address to use for sending alerts field, simply key in the address that iMerchant e-mail alerts will be sent from.
• In the E-mail addresses of iMerchant administrators field, key in the e-mail address (or addresses) where you want the iMerchant e-mail alerts to be sent.

User For Batch Mode Processing: Select a user that will be used when an iMerchant process is run via the automated system scheduler, or in an unattended mode such as offline POS updates. 

• The selected user must have the security rights to perform whatever job will be submitted. The system just wants to "see" a user assigned for these functions. 
• The functions themselves are entirely automated and the selected user will not need to "do" anything.

Parameter Finder Sort Order: Allows you to choose how parameter options will be ordered in searches--by description, code, or ID.  

• Click on the arrow at the right of the field and select the option you want.

Password: Here you can select the number of days before a password change to the system must be changed. 

User for Batch Mode Processing

NEEDS INFO

Parameter Finder Sort Order

NEEDS INFO

Twilio Interface Options

• Here you set up your Twilio account to enable texting from iMerchant
• To learn more click here

Add to be Ordered : Check the box if you want the Add to TBO box to be checked as an automatic default in the Customer Order program. 

Order Quantity: Determines the default that will appear in the Ordered field in the Customer Order program each time a product is added to the customer order. 

• Either key in the value you want, or click on the up/down arrows to the right of the field to increase or decrease the value by one until you have set it the way you want. 

Use Vendor: Determines whether the TBO vendor for a Customer Order will be the product's vendor of record or whether it will be the specific vendor you define here. 

• Choose Specific if you want to have it be the vendor specified here, . 
• Choose Vendor of Record if you want the TBO vendor for Customer Orders to be the vendor of record for the applicable products,

TBO Vendor: Choose the vendor you want to use as the specific vendor for all of your Customer Orders. 

• This only applies if you choose the Specific option discussed above. 
• If you leave the TBO Vendor field blank, you cannot use the Specific option.

TBO Type: Choose the TBO Type (as opposed to Order Type) you want the system to use as a default for all of your Customer Orders.

E-mail address to use to e-mail notifications: Key in the e-mail address where iMerchant will send its Customer Order e-mail notifications from. 

• This e-mail will be sent to customers directly.

Apply Current Sale Promotion when sold: Determines whether the system will automatically apply the current sale or promotion of a product when said product is ordered via a Customer Order.  

• Check the box to activate

Required Order Header: Lists Five fields that appear on the Customer Order Header tab.  

• Check the fields that you determine cannot be left blank.

Customer Order Deposits: allows you take deposits on customer orders

• Enable Order Deposit: Checked = Activated
• Service for Customer Order Deposit: Select your Service by clicking on the binoculars
• Default Percentage: sets the default for the deposit percentage required

Computac Account Number: Key in your Computac account number in this field. 

Venstock Interface Options: for more info on Venstock click here

• Venstock Turned On: Checked =Activated
• Venstock Login/Password: Key in your login and password in the appropriate fields.

Amazon Interface Options:

• Use Amazon Marketplace Web Service: Checked = Active
• To utilize the service fill in the three Amazon ID fields with the information provided by Amazon.

On Demand Books Interface Options: for more information about On Demand Books click here

• Use On Demand Books Web Service: Checked = Active
• Make ODB the Primary Product Search: Checked = Active

The first portion of the Product button has eight checkbox fields underneath it. 

• Keep Description and Formal Description Fields the same: If you checked the system will automatically make the Description and Formal Description fields be the same. 
  • e.g. in Product Properties, if you key in a Description, the Formal Description will fill in automatically with the identical information once Saved, and vice versa. 
  • If you key in different information in both fields, the system will switch the Description field information to match the Formal Description field, the Formal Description will take precedence.
  • If you leave this box unchecked here, then you will need to fill in both the Description and Formal Description fields in Product Properties. 
  • The system will not automatically force them to match.
• Abbreviated Product Description:
  • NEEDS CLARITY
• Use the Product Find form that consolidates line items:
  • Determines whether you want to stick with the traditional, standard Product Find program.
    • which operates using the same principles as standard Find programs throughout the system
  • or if you want to use the special, optional Product Finder
    • which is a unique Find program you can use for Product searches. 
  • Unchecked = standard Find program for Product searches.
• Retail Price Includes the Sales Tax: If you don't want the sales tax included in the Price column, leave this box unchecked.
• Assume New Items first on scan or product # entry:
  • Determines whether the system automatically lists newer items first when scanning a product or entering the product number.  
  • If you don’t want the system to do this, leave the field unchecked.
• Add a Product Authentication entry when adding a new product
  • Determines whether the system automatically adds a product authentication entry when adding a new product to the system.  
  • If you don’t want the system to do this, leave the field unchecked. 
• Allow Updates to Lifetime Sales/Returns: Determines whether the system will continually update Lifetime Sales and Lifetime Returns data.  
• Allow updates to Create Date: NEEDS DETAIL
• Require a reason when adjusting on hand or cost: 
  • Determines whether you want the system to force you to fill in the Reason field when you change the onhand amount of a product. 
• WHAT IS THE FIELD BELOW REQUIRE (HAS NO LABEL)?
  • Beneath the checkbox fields, there is a field that determines whether or not you want to utilize Legacy SKU when scanning.  
  • There are three options:
  • No Legacy Scanning (recommended) 
  • Legacy Scanning
  • Legacy SKU is Negative.

Place a Check Box in the Box if you want to require the price when scanning the general barcode label for the designated type of product

• New Products
• Used Products
• Remainder Products
• Consignment Products

Product Import Options:

Field Mapping: Click on the button to start mapping the fields that appear for products when they are imported from Venstock. 

• This opens the Venstock Product Mapping window. 
• There are two columns, Venstock and iMerchant Product. 
• Beneath each column, there are 13 rows. 
• The row underneath Venstock lists the data field names as they appear in Venstock. 
• To the right, under the iMerchant Product column, you need to map these Venstock fields to a concomitant iMerchant field. 
• The data will then be automatically imported into the product's Product Properties screen using the iMerchant mapped data field name.
• To select an iMerchant data field
  • Click on the arrow at the right of the appropriate field, and select the choice you want. 
  • Select the field that makes the most sense, the one that matches the Venstock field. 
    • Many of the iMerchant fields offered here are user-definable.
  • If you don't want to map a Venstock field, leave the value in the field under iMerchant Product set to "Nothing." 
• You can map some of the Venstock fields, all of them, or none of them. It is entirely up to you. 

Click on the Binding Mapping and/or Dept/Cat Mapping buttons if you want to run a test for selected BISAC codes.  

• When you run the test, you can see how individual BISAC codes will be mapped to their concomitant iMerchant Binding and Dept/Cat codes, respectively. 

Save Venstock/Amazon data for: Is where you can set how many days the system will save Venstock or Amazon data.

Venstock First/Amazon First: Allows you to select which products will appear first on your system, Venstock products or Amazon products.  

• Toggle between the two to select your choice.

Default Pricing 

• Allows you to have the system automatically discount new products imported directly from Venstock or Amazon. 
• If you don't want the system to do this, just leave the field set to 0. 
• If you do want the system to discount new products from Venstock or Amazon, key in a percentage here. 
• The system will discount the Venstock/Amazon price by this percentage to come up with an adjusted retail price for the affected products.

Venstock Price First/Amazon Price First

• Allows you to select which price will appear first for the relevant products on your system--the Venstock price or the Amazon price.  Toggle between the two to select your choice.

Product Web Links button

• This enables you to key in a URL, and then click on a link titled "Link to Website" in the right-clicker menu for applicable products. 
• Once you click on that link, you will be taken directly to the website in question, and to the product in question, if applicable.
• Copy and paste a URL in this box. 
• Make sure the URL includes a valid product (ISBN) number. 
• After pasting the link in the box, replace the product number with the words "IM_PRODUCT_NUMBER". 
• Once you do this, the "Link to Website" feature in the product right-clicker menu will be enabled.

Retail Price:

Retail Price Default: Select the price you want to use in the field. Whichever price you select here is the price that will display in the PO Retail Price field in PO Properties for any product you add onto a PO. 

There are three choices: 

Retail: the Retail price will automatically appear in the PO Retail Price field on the PO

MSRP, Retail: The system will first look for the product's MSRP price (it will look on the inventory file, in Product Properties). 

• If it finds a value greater than zero, it will place this price in the PO Retail Price field on the PO. 
• If the MSRP value is zero, the system will place the Retail price onto the PO instead.

Buy, MSRP, Retail (recommended): the system will first look for the product's Buying price. 

• If it finds a value greater than zero, it will place this price in the PO Retail Price field on the PO. 
• If the Buying price is zero, the system will then look for the product's MSRP price. 
• If that is greater than zero, that is the value that will be placed onto the PO. If that, too, is zero, the system will put the product's Retail price onto the PO.

Retail Price Default for Remainder: Works exactly the same as the option discussed above. 

• The only difference is, this option only applies to products coded as Remainders.

Buying Manager: Allows you to set the maximum number of products that can display in the Buying Manager at any one time. 

• The system default is 1,000 products, but you can change it to anything you want. 

Field Mapping: If you want to map the fields that appear for products when they are imported from a Front List or PO Import, click on the field mapping button. 

• This opens the Front List Mapping window. 
  • There are two columns, Front List and iMerchant Product. 
  • Beneath each column, there are 7 rows. 
  • The row underneath Front List lists the data field names as they appear in the Front List or PO Import. 
  • To the right, under the iMerchant Product column, you need to map these Front List/PO Import fields to a concomitant iMerchant field. 
  • To select an iMerchant data field, simply click on the arrow at the right of the appropriate field, and select the choice you want. 
  • Select the field that makes the most sense, the one that matches the Front List field. 
  • If you don't want to map a Front List/PO Import field, simply leave the value in the field under iMerchant Product set to "Nothing." 
  • You can map some of the Front List fields, all of them, or none of them. It is entirely up to you. 

An Invoice Number is required when receiving items: Checked = invoice number to be required when receiving items.  

Also use the purchasing tab to enable the user defined screen for Receiving & PO Properties.  

*** If you don't have a user defined screen built, when you option up receiving part of the screen might be blank because no designed screen exists yet.  Create one and try reloading those options. 

You can convert all of your store's applicable inventory to 13-digit ISBN product numbers

• Select Edit > Conversion Utilities > Convert To ISBN-13
• A box appears expalining that the conversion to ISBN-13 numbers from any product numbers using 10-digit ISBNs will occur if you proceed.
• Click on the Run Convert button.
  • A small box appears telling you the system is running the conversion and telling you how many records are being converted.
  • Once completed, a message will appear.

Once you run this conversion, you will not need to repeat it.

• And ISBN-10 numbers cannot be restored automatically.)

When you are finished setting everything up, click on the Save button then Close out of the window.