What's next?

Now that you have the maintenance options established according to your individual requirements, you might be asking 'What now?'. The order in which you do things really depends on what areas of your business you want to computerize or 'get up and running' first. The following briefly outlines the steps we recommend you take to start tracking inventory and sales. This may be easily modified according to your needs.

  1. We recommend entering your serialized inventory first. Accessory and Title records may be created in AIMsi as the inventory is received at your store. You can start posting sales without having your entire store's inventory in the software.
  2. Establish your customer accounts, including those with outstanding balances.
  3. From the time you started entering your serialized inventory records to the time you finished, some of the items entered will have sold. You should sell those items in POS.
  4. You're ready to start using POS! Refer to Point of Sale for information on all of the Point of Sale features, such as entering sales, proposals, layaways, posting customer payments, and more.

Additional considerations

Depending on your business needs and the AIMsi modules you have purchased, you may also wish to complete some or all of the following. All of these things can be completed from the Maintenance menu in your AIMsi software.

  1. Prior to using the Service module, you must set up the service table and service status codes.
  2. Prior to using the Purchase Order module, you must set up the problem codes and shipping codes.
  3. Prior to using the General Ledger module, you must verify that the system tables, categories and chart of accounts are set up properly.
  4. Prior to using the Rent and Sales Contract module, you must set up the rental defaults.
  5. Prior to using the Lesson/Appointment Scheduling & Billing module, you must set up the items on the Scheduling Maintenance menu.
  6. If you are a consignment or resale store, complete the consignment options available on the Inventory Maintenance menu.

How can we help?

Don't hesitate to take advantage of our technical support and training options. Our training and support are designed to ensure that you get started on the right foot and have the help you need. We want you to be thrilled with your software and are here to help in any way possible!

Helpful links

Put the kibosh on data loss

AIMsi Setup