Setting Up RetailEdge

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Setting Up RetailEdge

After installing RetailEdge you should perform the following setup steps:

 

Required Setup

 

1.Modify the Default Location.

 

2.Set Up Peripheral Devices.

 

3.Setup Workstations.

 

4.Setup Payment Mediums.

 

5.Add Departments.

 

6.Add Vendors.

 

7.Setup Tax Jurisdictions.

 

 

Optional Setup

 

1.Add Classes.

 

2.Add Clerks.

 

3.Setup Security.

 

4.Set screen sizes.

 

When setting up, notice that the text for required fields is shown in red.  When editing or creating a new item, location, vendor etc. all of the required fields must be filled in before you can save the settings. Once you have setup these items you will be ready to create and receive inventory, print barcode labels and perform sales.