Merchandise Setup Checklist

The following checklist is a suggested workflow for initial configuration. The tasks are presented in a specific order because some tasks build on others. While some tasks, like add vendors and departments must be configured by all organizations, a number of configuration tasks are optional. The tasks your organization needs to complete is directly related to your business processes.

1. Add vendors. Before you can add merchandise, you need to add vendors. Vendors are the suppliers of your merchandise. For more information, Vendors.
2. Add departments. Departments are how you define your merchandise. For example, you may create a department of Apparel for clothing. Within departments, you can also create categories. Categories let you further define your merchandise. For example, within the department of Apparel you can create a category of “Men’s”. For more information, see Merchandise Departments.
3. Add merchandise. After you set up vendors and departments you are ready to add merchandise. When you add merchandise you enter information about an item such as name, cost, sale price, quantity, dimensions. For more information, see Add Merchandise.
4. Set up discounts. After you add departments and merchandise you can set up discounts. You can set up discounts based on department or inventory item. For more information, see Merchandise Discounts.
5. Set up taxes. You can configure merchandise taxes in Merchandise or Tickets. You can set one tax as the default applied to new merchandise items. For more information, see Merchandise Taxes.
6. Print labels. After you add merchandise, you can print labels for them. If you do not have the recommended printer or labels, you can export the labels and print using a different printer. For more information, see Merchandise Labels.