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Settings

The Settings section of My Pricebook is where the main database items for the system are setup and maintained. If this part of the system is not setup correctly, My Pricebook will not give you the desired results.
When doing initial setup, it is good to complete the settings menu from left to right. The Settings furthest to the right are dependant on having things setup that are more to the left.
Click in the number of the Setting for a description and a link for more information.
 
If you think you need to make changes in these screens but are not sure, please contact Support.
 
 
Settings
1

Configuration

1. Configuration 
Configuration settings for options and register communications
2

Department

2. Department 
Add, edit and delete departments used in Pricebook, Daily Activities and Shift Paperwork
3

Category

3. Category 
Add, edit and delete major and minor Categories used in the Pricebook.
4

Employee

4. Employee 
Add, edit and delete Employees that will use My Pricebook.
5

Vendor

5. Vendor
Add, edit and delete Vendors used in Daily Activities and Shift Paperwork.
6

Customers

6. Customers
Add, edit and delete Customers used in Shift Paperwork.
7

Manufacturer

7. Manufacturer
Add, edit and delete Manufacturers. These are used in buy backs and can be added while items are being added to the Pricebook
8

Buybacks

8. Buybacks
Maintain list of buybacks. Buyback are money you receive back from Manufacturers or Vendors for selling certain products. Tobacco companies frequently use buybacks.
9

Tanks

9. Tanks
Add, edit and delete the fuel tanks at your location.
10

Fuel Products

10. Fuel Products
Add, edit and delete the Fuel products sold at your location.
11

Dispensers

11. Dispensers
Add, edit and delete the dispensers that your register reports sales through.
12

Shift

12. Shift
Add, edit and delete the shifts that will be tracked at your location.
13

Entry

Format

13. Entry
Format
Maintain the way the My Pricebook will display and accept input for all Sales and Tenders from the register.
14

Trackable

  Items

14. Trackable
  Items
Set up items that are tracked using a sequential number.