Fast system settings

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There is an optimized technology of installing the software of Microinvest. Setting universal rules increase the chances of success and smooth set of products. Following the recommended sequence streamlines the process and helps our partners to be more efficient.

Contents

The “Checklist”

For complicated and accountable systems the “Checklist” option is used. It provides standard steps of preparation, checking and installing the products. Using checklists eliminates the possibility of missing a step and unifies the behavior of the product and different systems and configurations.

Recommended sequence of setting the system

The recommended sequence of installing the products of Microinvest is as follows.

  1. Installing a number of required programs to all computers;
  2. Installing and preparing the SQL server, if such is a part of the system;
  3. Creating a work database and connecting all workplaces to that particular database;
  4. Defining the basic setting of the system – working with prices including VAT, lots, automatic production, etc.;
  5. Entering the nomenclatures of the database with Microinvest Warehouse Pro. Checking the structure in accordance to the type of the organization;
  6. Adding real fiscal devices and kitchen printers to the setting of Microinvest Warehouse Pro Light;
  7. Executing one or more control operations in Microinvest Warehouse Pro. It is advisable to enter at least one Delivery;
  8. Doing at least a few Sells in Microinvest Warehouse Pro Light;
  9. Printing documents alongside every operation;
  10. Preview and analysis of reports and comparing the documents and executed operations;
  11. Clearing all inputted operations, if they do not match the corporate documents;
  12. Choosing an appropriate strategy for access rights of the operators and instant entering of work restrictions;
  13. Finishing the system installation and brief training on the structure and behavior of the complex of software products.

The sequence allows a complete control of the processes and analysis of the results. In the end there are a ready-to-use system and access rights of every operator.

Creating a database

When creating a database it is recommended to follow certain steps:

  1. Enter as big nomenclature as possible before starting real operations. This will guarantee absence of confusion for operators and presence of many unidentified items. Thus the confusion of operators will be minimized, especially in the presence of an unknown barcode or item;
  2. Unification of the entering style of items and partners. Choosing a common style, for example – The first letter to be capital and the rest of the letters small or a standard of entering only capital letters;
  3. Entering a few documents and instant checkup of the reports. The technology of entering a lot of documents and a following presence of incorrect nomenclature leads to unnecessary work and complication of the processes. This advises save a lot of time going through different settings, error possibilities due to missed settings and other caused problems.

Hardware settings

The standard hardware setting starts with the fiscal devices. The kitchen printers follow, after that is the turn of the clients’ displays and at the end – the electronic scales. The devices are classified in accordance to their complexity and effect over the whole system. For example a store could operate without scales, but without a fiscal printer a certain problem with the tax laws would be present. The recommended sequence of setting up the peripherals is as follows:

  1. Fiscal printers, cash registers and other fiscal equipment. Dividing the items into groups and devices (if it is necessary);
  2. Kitchen printers and connection between remote work places. Dividing items into groups according to the printers;
  3. Setting the client’s displays;
  4. Setting and testing the electric scales. This action requires already created one or a few weighted barcodes to real items. Without those items, the work of the scales cannot be properly checked;
  5. Setting of an external POS terminal for paying with credit cards;
  6. Creating a video surveillance connection and checking all devices.

The recommended technology guarantees the step-by-step starting of devices and their autonomous setting without mutual counterwork.
If there are real COM ports and emulation of COM ports, it is recommended that the important devices should work on real ports without adapters or emulation.

Other settings and sequences

Apart from the program products, attention requires the operating system itself. Setting of components such as:

  • Network and IP addresses of the computers;
  • Printers, their sharing in a network and paper size;
  • Servers, UPS devices for ensuring a stable work conditions;
  • Antivirus products and automatic updating;
  • Desktop icons and command parameters for starting the products.

Recommendations

This add does not substitute the requirement for a computer specialist when installing the whole system. However, it introduces a good practice and consistency of work in the process of introducing software for automation of retail business. Following these steps eliminates the basic flaws in the initial stage and increases customer satisfaction.

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