Prerequisites
This Go Live Checklist is for Single Store Acme only. See other sections for Central and Satellite Stores.
If your Acme will be interfaced with your accounting system you should have already reviewed and performed all tasks in AcmeFor{YourAccountingSystem}Setup.PDF
Global Settings
-On any one Acme computer
•Confirm information on ALL tabs in >Maintenance >Acme Setup Information screen. The information on these screens affects all users.
•Setup Data Pump. Skip this if you are not using a host accounting system. See F1 help within the Data Pump application for details.
•Confirm data on all tabs of...
Acme Point of Sale >Maintenance >Customer
Acme Point of Sale >Maintenance >Inventory
•If you are authorizing any Tender Types setup Electronic Payments
•Set up Users and User Groups. >File >Administration >User Accounts.
Check User and Group privileges. If you are integrated with a host accounting system consider disabling privileges that allow editing of customer and inventory data for some users, since most of that information should come from host accounting system. See AcmeFor{AccountingSystem}Setup.PDF for more information.
•>Maintenance >POS Terminal Setup.
On the [General] Tab, make sure each terminal has a unique Brand. Use the tool bar next / previous buttons to scroll through all terminal records and insure that Default Customer Code, Key 1 Customer Code and Key 2 Customer Code are set appropriately for each terminal. If there are more terminal records than what you are using set the codes to blank for any unused terminals as well.
Per Terminal Settings
-On each POS Terminal (while physically at each computer)
•>Maintenance >POS Terminal Setup.
On the [General] Tab, make sure each terminal has a unique Brand and Terminal Number. The brand is shown at the bottom of the screen. See Illustration 01 below.
•Confirm setup of all POS Terminal tabs. Use the [Test] buttons where found.
•Repeat while at each terminal.
Ticket Entry Tests
-On any one Acme computer
Run test transactions to confirm each of the following if they will be in use:
•Customer specific pricing.
•Sales Tax
•Scan various products and manufacturer coupon bar codes.
•Check rounding and decimal place settings in host and Acme.
see >Maintenance >Acme Setup Information >POS Option 1 Tab and AcmeFor{AccountingSystem}Setup.PDF more information.
•Test credit card and other authorized payment types.
Some processors require end of day settlement in the processing software. Review their procedures, settle some test transactions and check with your processor or bank to confirm receipt of funds.
•User privileges and restrictions.
Examples:
If your business rules dictate that customers and or items only be entered through your host accounting system configure Acme to enforce this.
If users have the privilege to edit customers or items in Acme make sure they know that the next Import From Host Accounting System may overwrite those changes.
Test Manager's Key. This can be used to override restrictive privileges during transactions. Example:
Configure Tender type Code "Change" to allow for Maximum change of 50.00. Log in as clerk and attempt a cash refund for an amount in excess of 50.00. When Acme stops the clerk, have your manager log on using Manager Key (>Shift F12 by default or from F11 menu) and complete the sale.
•Test the Post to Host process to send transactions into your accounting system (if applicable). Backup accounting system and Acme data. Make sure no one works in the accounting system until you restore the data in the step below.
▪Post the transaction using >Data Pump >Post to Host
▪In your accounting system, import, record or post the Acme Transactions if necessary. Run reports to tie out the two systems. Steps vary with accounting systems. See data specific to your host in the Data Pump Setup document.
▪Restore accounting system data from the backup you made in the previous step.
▪In Data Pump >Utilities >Empty Database -Empty All Transactions.
•In Data Pump backup copy of your Acme data for safe keeping.
•See Periodic Tasks & Utilities in the Acme F1 Help for information about:
▪End of Day Procedures –Cash Tray Reconciliation
▪Backups
▪Pumping data between Acme and your host accounting system.
