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