AIMsi Setup
Overview of your setup
After installing AIMsi and setting your environment variables, you are ready to begin your basic setup. Each employee must be given access to AIMsi with a unique password and specific permission to various areas of AIMsi. You also need to set up maintenance options to suit the needs of your business.
AIMsi is installed with a default user that enables you to log in and establish your employees, groups, store locations, and so on. The default user has access to every function in AIMsi. Tri-Tech strongly recommends that you create employee records for each employee who will use AIMsi.
General steps for setting up AIMsi
The following steps are a basic overview of the steps you will need to follow to complete the initial setup of your new AIMsi software. Please contact Tri-Tech Support for assistance if needed.
- Complete the steps in Use the Setup Wizard to finish your initial setup.
- Complete the steps in Create permission groups and Set up employees to assign your staff access to AIMsi.
- Complete the steps in Establish your inventory categories to complete the first, and most important, steps to get started with your inventory.
Guidelines for setting up group permissions
Tri-Tech recommends that you create permission groups for your employees that allow access to specific functions in AIMsi, but deny access to others. For example, you might allow all users to start a sales transaction, but only some can reverse a transaction or open the cash drawer outside of a sale. For a complete list of secured functions in AIMsi, run the Employee Securable Items report.
Guidelines for setting up employee credentials
The default employee and password for AIMsi is PASSWORD, in all uppercase. Use this password to log in to AIMsi and establish your employee log in credentials and permissions. Tri-Tech recommends setting up your employee passwords as follows:
- Create a unique employee account and password for each employee. This is important to track usage throughout AIMsi (for example, to track a user who reversed an invoice) and to use the employee time clock module.
- Always maintain at least one administrator account with full access to AIMsi, separate from the default user account.
- Keep the default user but change the password as this user has full access to AIMsi. You will be able to log in to AIMsi as the default user in the event that your user account becomes locked.
Guidelines for setting up inventory categories and subcategories
Inventory categories and subcategories classify the various types of inventory you stock. Setting up these classifications allows you to run inventory and sales reports that help you gauge how much of something you have in stock and how well certain categories are selling. Tri-Tech recommends that you take a look at your store's layout and consider how you organize your store and which items sell the best before you start creating new inventory categories.
Converting to AIMsi
If you are converting to AIMsi, Tri-Tech can write conversion scripts that will transfer your inventory, customers, and other data from your existing software into your new AIMsi software. For more information, contact Tri-Tech Support.
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