Store setup checklist

This chapter includes a list of tasks that need to be performed when a new setup is created.

Generally the setup has to be done in the following order but some of the tasks can be done in parallel with each other.

Some of the tasks may not be needed in every setup and are optional for the system; an example of this is the setup for variations.

Italics highlighted: Specific to your store settings, not necessary for general setup.

This list is designed to aid you in your general setup, and does not necessarily include all requirements specific to your setup.

Setup
	1. Insert company information
	Company description, address, contact information and logo.
Administrative Options
	2. Choose Administrative options
	Different things for the company and stores are set up and configured. The setup in Administrative options should be one of the first tasks before the data for the company is inserted.
	Localization
	Decide in which order names are displayed/printed and what type of address fields should be used.
	Security
	How to control login for users, name of active directory (domain), enable or disable write auditing.
	Active price/discount
	Decide which type of price calculation and discount calculation combination rules can be used in the LS POS.
	Discount settings
	Set calculation settings for an item and a customer.
	Scale units
	To fulfill the Scale Certification requirements, four scale units have to be selected from the units list for the scale to work properly.
	Number sequences
	Create new number sequences.
	Store management
	Select the store which decides the default tax calculation. All prices in the system will be shown with this store’s tax settings. Decide where the user is allowed to enter ID's manually i.e. Item ID, Customer ID etc.
	Inventory settings
	Manage the number of items that are allowed to be higher than the ordered quantity when receiving items.
	Customer ledger
	Deletes all customer ledger entries and recreates them.
	Site service
	Setup and test connections.
	Decimal formats
	With this configuration it is possible to set up minimum and maximum numbers of decimals for numbers in the system.
	Blank operations
	Partners can use blank operations to add functionality and operations that are missing from the LS POS.
Currencies
	3. Create a currency
	All the currencies that are going to be used by the currency payment type are set up here.
	4. Create an Exchange rate for the new currency
	All the currencies that are going to be used by the currency payment type are set up here.
	5. Select the Company currency
	Select the company currency. All prices set in the Site Manager will be in this currency unless otherwise stated.
	6. Create an exchange rate between currencies
	Set the exchange rate between currencies and set the start date.
Payments
	7. Create payment types
	Create the payment types such as cash, cards and foreign currency.
Tax
	8. Create a sales tax code
	Sales tax codes include tax percentage for the sales tax calculation. The sales tax codes are then used in the setup of item sales tax group and the customer and store sales tax group.
	9. Create a customer and sales tax group
	Create a customer and sales tax group and add sales tax codes to the group.
	10. Create an item sales tax group
	Create item sales tax group and add sales tax codes to the group.
Profiles
	11. Create a visual profile
	Settings regarding screen resolution, type of terminal, whether cursor should be hidden or not, whether currency symbol should be shown in columns or not and identifying screens.
	12. Create a functionality profile
	Various settings regarding terminals, retail items, staff, start of day, hospitality, X/Z Report and when selected infocodes should be triggered.
	13. Create a hardware profile
	Hardware profiles are set on terminals to connect to hardware such as Line display and Printers.
Touch Buttons
	14. Create a touch-button layout
	Customize the POS layout. It is possible to have a different layout for each store, terminal or user.
	15. Create POS button grid menus
	Create different menus with this operation. Menus are either attached to button grids used in touch button layouts or to menu buttons that are part of the menus.
	16. Add the button properties
	Configure a button in a menu. There are over 100 operations in the system. You can set up the POS layouts differently, changing the menus and operations in them.
New Store
	17. Create new store
	It is easy to create a new store in the system and to make it even easier it is possible to copy the setup of an existing store to a new store.
	18. Setup:
	Terminal(s)
	Add a terminal to a store.
	Settings
	Store configurations and default values.
	Allowed payment types
	Add payment types to a store. Each store should have at least one payment type set up and it is quite normal to have few of them. Payment types are set up separately for each store.
	Price groups
	Select a price group to link to a store.
	Income/Expense accounts - optional
	Income and expense accounts for a store are set up here.
	Statement settings
	Configure the handling of statements which are then operated in the Site Manager for transactions created in the POS.
	Price/tax calculations
	Configure price and tax calculation for a store.
	Hospitality types - For restaurants only
	Configure which hospitality types should be available in a restaurant and add them here. Hospitality types are areas in the restaurant such as “bar” or “patio.” They can have different sales type settings (tax group and price group), table layouts, and so on.
	Menu types - for restaurants only
	For the hospitality system. Menu types are related to printing or sending orders to the kitchen.
	Tender declaration
	View a list of the tender declarations that have been made in a store. A tender declaration can be made on the LS One POS terminal.
	Suspended transaction
	Field which determines if a suspended transaction can exist when end of day operations are processed.
Forms
	19. Create a receipt layout and other forms that you need
	View the list of forms that are available. Edit and delete existing forms and add new ones.
Units
	20. Create units or insert default data
	View and edit units.
	21. Create unit conversions
	Unit conversions can be set up globally or for specific items.
Bar codes
	22. Create bar codes
	Setup bar codes. Each retail item can have anything from no bar codes up to many bar codes.
Infocodes
	23. Create infocodes - Optional
	Create infocodes. Infocodes are used to register additional information about transactions made in the POS. Infocodes are set up in the Site Manager and then assigned to different actions. The setup of infocodes is quite flexible.
Retail items
	31. Import extra data with the excel importer
	The Site Manager has an operation to import data from an Excel document for a few types of data. The Excel import can be used either to insert new data or to update existing data.
Or,
	24. Create a retail department
	Create a retail department. Every retail item belongs to one retail group and each retail group belongs to a retail department.
	25. Create retail groups
	Create a retail group.
	26. Create retail items
	Create a new item or header item. Each item can have multiple dimensions. To create variants read further here.
	27. Create price group
	Create a price group and determine whether the price includes tax.
	28. Create a special group
	Create a special group. An item can belong to many Special Groups
Users
	29. Create users
	To create a new active directory user, it is better to first configure the security login.
	30. Create customers - optional
	Create customer accounts. Customer name, address and contact information.

Reviewed:	July 2020
Version:	LS One 2020