Introduction
POSIM EVO is a powerful, yet easily understood system. More importantly, POSIM EVO is developed by people who understand the retail environment and work with end-users to insure that POSIM EVO meets the needs of today’s retailer. POSIM EVO works like a smart retailer, keeping track of inventory from the moment a vendor purchase order is created until the product is sold to the customer.
This Manual for POSIM EVO was designed as a training tool to help you through the setup. It should give you first hand knowledge of the system and its features. We hope the simple step-by-step instructions will answer your questions and allow you to easily setup and learn the POSIM EVO system.
Where to Begin
The following is a checklist that can be used when setting up your POSIM EVO system.
Setup Check List |
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1. Computers & Network |
2. Installation of POSIM EVO |
3. Peripheral Equipment Setup |
4. Sample Database Setup |
5. Customizations & Sales Tax Setup |
6. Use Sample Database to test Peripherals & Train |
7. BUILD DATABASE (2 possible methods listed below) |
Method 1 | Method 2 |
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Build As You Go | Build Before You Go |
Setup Category Cards | Setup Category Cards |
Setup Department Item Cards | Create Vendor Cards |
Begin Selling Using Department Item Cards | Create Account Groups |
Create Account Groups | Create Price Codes |
Create Price Codes | Build Spreadsheets for Inventory Items Import |
Adding Items to the Database -For New Purchase Orders | Import Inventory Items |
Create Vendor Cards | Create/Import Customer Cards |
Use Add Items Feature to Add Items to Inventory | Start Using Purchasing and Receiving for Orders |
Use Add Items Feature to within Purchasing to Create a Purchase Order | Tag All Items on Sales Floor |
Receive and Tag New Items | Go LIVE and Start Using POSIM EVO |
Sell Tagged Items Using Barcodes and Non-Tagged Items Using Department Cards | At Predefined Cutoff Date Take Physical Inventory of All Items |
At Predefined Cutoff Date Take Physical Inventory and Tag all Non-Tagged Items |