Version 5.9
Store Setup Wizard
In this Topic: Show
The Accounting Options section of the Store Setup Wizard contains two pages. The first allows the user to enable the First In First Out (FIFO) method of tracking Cost of Goods, whereas the second page is where the user can configure the Order Manager to export information to a third party accounting software package, such as QuickBooks.
It is not immediately necessary to enter all of the information to use QuickBooks with the Order Manager when the program is initially installed. It is possible to return to this section of the Wizard at a later date, or open the Accounting Export Setup screen from the Maintenance Menu, to complete this task.
Click the Show
link next to "In This Topic"
at the top of this page to see a series of links in outline form,
which can be used to quickly jump to that section of the topic.
In addition, major topics may provide a brief synopsis of a field's purpose or direct the reader to the appropriate section of the topic by scrolling over the image. To return to the previous location within the same page, right-click the mouse and select [Back].
If clicking a field directs the reader to a different Knowledge Base topic, it will open in a new tab or window, leaving the currently viewed topic open. The browser's settings determine whether a new tab or window is opened.
In addition to the information in the Setup Wizard Knowledge Base pages, the actual program screens of the Setup Wizard also have explanatory text associated with them; hover the cursor over the fields on the screen to see it.
Figure 1: Store Setup Wizard - Accounting Options, Page 1
check this box to tell the program that is should track the cost of products from the time that they were received, rather than by the current cost of the product
this button will open the Initialize FIFO Data screen (Initialize Inventory FIFO Data)
choose whether the FIFO data will be obtained from the current Quantity on Hand and Supplier Costs that are already in the system, or if that information will be imported from an Access database
initialize the data based on existing information or begin the import of external data to initialize the FIFO data
Figure 2: Store Setup Wizard - Accounting Options, Page 2
this button opens the Accounting Export Setup screen, where the previously defined QuickBooks accounts are mapped to the appropriate account types in Order Manager
refer to the Knowledge Base in the previous link for more information
use these buttons to scroll sequentially between the pages of the Store Setup Wizard
use the links in the Wizard Index pane on the left-hand side of the screen to skip between sections of the Wizard
the name of the Wizard section and page number can be found between the Navigational Arrows and the Help, Cancel and Save and Exit buttons at the bottom center section of the screen
sections that have many settings will have more than one page in the Wizard; be sure to review them all
will cause the program to prompt for confirmation before exiting the Store Setup Wizard without saving any changes that have been made
click [Yes] to save the changes before exiting the wizard
click [No] to abandon the changes and exit the wizard
click [Cancel] to remain at the Store Setup Wizard and continue making changes
Created: 5/16/11