To read detailed instructions on each step, just click on the links. They will take you directly to the main Help file for the topic in question.

1. Set up all of your store's users, and establish the desired security (and, if desired, Group security) for each of the users.
2. Set up your store's PC Settings.
   • Make sure that all PCs with iMerchant running on them (registers and non-registers alike) are named and set up in PC Settings
3. Add registers to your system.
4. After loading your PC Charge software, set up your PC Charge interface in [i] Merchant.
5. Set up your Tax Areas and concomitant Tax Codes.
6. Set up the desired Discount Codes, Sales Promotions, and Customer Rewards as needed.
7. Review your system Tenders, and add any if needed.
8. In Store Properties, review your POS Options (and add anything, if necessary) and POS Security.
   • Under POS Options:
     • Set up POS quick keys, if desired.
     • If you tie a quick key to a service, be sure the service is already created.
     • Review your services, and add any if needed.
     • Also, review the default POS Function keys and POS Buttons.
9. In Product Properties, review your inventory, and/or add inventory as needed.
   • Be sure to set certain select fields in Product Properties the way you want them.
   • To establish a default template for inventory added to Product Properties, use the Default Settings option.
   • You can design your own custom Product Properties page template using the Screen Designer.
10. If you want to export your G/L information from iMerchant to an external accounting system of your own, set up the various parameters needed throughout the iMerchant system.
    • For information on setting up accounting, please click here.
11. If you want to incorporate the Used Books module, please click here for a getting-started guide.
12. If you want the system to automatically discount the retail price for new products imported from Venstock, you must establish a default price percentage.
13. Set up your Database (DB) Maintenance Scheduler parameters, and the set up the DB Maintenance Scheduler to run automatically using the Windows Scheduler application.
    • For assistance, please contact Customer Service ([email protected] or (603)-298-5721.
14. Be sure to fill in all of the necessary fields in Tools-Options