Getting Started Checklist

Print this handy checklist to help you set up your program.

• For easy use, you may print this Getting Started Checklist PDF.

A. Initial Setup

❒  Your business information

❒  Logo

❒  Disclaimer (Footnotes) on 5 documents

❒  Email setup

❒  Vendors installed

❒  Invoice options

❒  Printing options

B. Price Code Files

❒  Matboard

❒  Moulding

❒  Glass

❒  Fabric

❒  All other Groups

❒  Customize groups

❒  Enable auto inventory (optional)

C. Work Order File

❒  Sales reps names (one person or all staff)

❒  Location field

❒  Type of Artwork list

D. Contacts File

❒  Gallery record

❒  Contacts

❒  Keywords

E. Products File

❒  Retail Giftware & Art Supplies

❒  Art

❒  Readymade frames

❒  Consignment items

F.  Ordering Materials

❒  Setup creation of materials list (POs)

G.  Time Cards (optional)

❒  Setup admin account

❒  Add employees

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