Agenda
Day 1 Class Agenda
- Introduction
- Resaleworld as a One-Stop-Shop
 - Liberty In Action (including some supported hardware)
 - Resources: My Resaleworld, Message Board, Phone Support, Help (F1), Training
 
 - Installing Liberty4 Consignment (Server vs. Client)
 - Setup Wizard
- Store Name and Address
 - New Account Defaults
 - Price Code Defaults
 - Tax Rate Information
 - Payout Defaults
 - Pay Delay Defaults
 - Printers
 
 - User Login Defaults
- entering Serial Numbers
 - Demo Mode
 
 - Training Mode
 - Setup Checklist/Options
- Required Setup Steps – Inventory Module
- Enter Store Information
 - General
 - Printer Setup/Tag Styles
 - Headers and Footers
 - Payment Accounts
 - Price Codes and Selling Fees
 - Tax Codes
 - Categories, Attributes, Product Line association and Price Guide
 - Product Lines
 
 
 - Required Setup Steps – Inventory Module
 - Account Maintenance
- Account Types/Defaults (Client, Store, Retail)
 - Adding Accounts
 - Maintaining Addresses, Phone Numbers, & E-Mail Addresses
 - Adding Notes
 - Additional Information Tab
 - Customizing the Account Detail Window
 - De-activating, Activating, Deleting Accounts
 - Account Reports: Donor Receipt, Pick List, Item Lists, Letters
 
 - Items
- Item Types – Consigned, Purchased, Trade, Store Owned, Retail
 - Entering Consigned, Purchased, Trade, Retail Items, Store Owned
 - Edit Item Editor Layout
 - Price History
 - Inventory Display: Sort Columns, Disposition Detail Show Feature
 - Item Lookup
 - Edit Prices/Reminders
 - Print Tags
 - Item Lists (E-Mail, w/Totals, w/Markdowns, etc.
 - Mobile Item Entry
 
 - Security
- User Maintenance
 - Application Security Levels
 - Report Security Levels
 
 
Day 2 Class Agenda
- Questions and Brief Overview of Day 1 Information
 - Point of Sale and Post Sales
- POS Equipment (receipt printer, scanner, card swiper, pole display)
 - Required Setup Steps Continued – Point of Sale Module
- General POS Preferences
 - Terminal IDs Preferences (networks only)/Assign Terminal IDs
 - Print Options
 
 - POS Features:
- Posting Modes (Easy, Change, Sale)
 - Use Touch Interface
 - Add Item
 - Add Customer
 - Maintain Promotions
 - Tax Exempt Sales
 - Tax Exempt Items
 - Tax Exempt Accounts
 - Payment Types
 - Fee Types, Deliveries
 - Set Posting Date
 - Product Look Ups
 - Reward Plans
 - Customizable Coupons
 - Category Discount
 - Gift Card/Gift Card Balance
 - Layaways/Suspended Sales
 - Voided Sales
 - Reprint Receipts
 - Terminal Totals
 - POS Reports
 - Notes
 - Item Lookup
 - Email Receipts
 
 
 - Post Items
 - Transactions
- Add Money
 - Deduct Money
 - Hold & Release Transactions
 
 - Payouts
- Individual Payouts
- Payment Advance
 - Voiding Payouts
 
 - Group Payouts
 
 - Individual Payouts
 - Account Reconciliation
 - Clearing Checks
 - QuickBooks/Quicken Export & QuickBooks Link
 - Group Deductions
 - Reports
- Setting Criteria
 - Favorites, Batch Reports
 - Exporting Reports
 
 - Miscellaneous
- Wish List/Wish List Reports
 - Word Processor, Constant Contact Integration
 - Short Cut Keys
 - Backup & Database Maintenance