The Setup menu allows you to set up your Compeat system. Not all setup items are required. Some items may not be relevant to your organization. For example, your company may not use enterprise definitions.
The Setup items should generally be completed in the order in which they appear on the menu, which is also the order listed below. This order is important so that information necessary to complete subsequent options is available.
Some menu items include only a few fields and are intuitive to set up, while others are more complex. Their help topics are available using the links below or those in the help Table of Contents.
Security (required)
Chart of Accounts (required)
[Store Group #2]
Restaurants (required)
Periods (required)
Bank Accounts (required)
Other Definitions (required)
DSR Definitions (required)
Terms (required)
Vendors (required)
Outside Sales (commissary entities only)
POS Interfaces (required)
Polling (these features are generally used only by Compeat personnel)
Electronic Transmission
Note: Inventory setup is performed from the Inventory menu, not the Setup menu.