Use the Setup Wizard
When to use this procedure
Follow the steps below to begin the initial setup of your AIMsi software. The Setup Wizard will take you through the steps to identify location-specific information for each workstation, the workstation ID (environment variable), and more. It is important to note that the Setup Wizard will only help you complete the most basic setup information. The Setup Wizard automatically opens each time you log in to AIMsi until the information has been completed.
Steps to complete
- Log in to AIMsi as the default AIMsi user. The password is PASSWORD, in all uppercase. (You will change this password and create new user passwords later, in Set up employees.)
- The AIMsi Setup Wizard automatically displays. Select the industry that most closely matches your own.
- Click Next.
- Enter your store information.
- Click Next to enter setup information for an additional store location. Otherwise, click Finish. You must enter information for as many locations as you purchased licenses for and the Wizard will continue to display the Next button until they are all entered. Once complete, the Finish button is available.
- Continue to Create permission groups.
What's done for you?
All of the following items are set up for you when you complete the Setup Wizard. Any additional setup for these items is completely optional.
- Your store locations are set up with store location codes. To add more details, point to General Maintenance on the Maintenance menu and click Locations.
- Your tax authorities and tax codes are created. To add more details, point to General Maintenance on the Maintenance menu and click Tax Authorities.
- Your workstations are assigned unique IDs, a store location, and a tax authority. To review, point to General Maintenance on the Maintenance menu and click Work Stations. Tri-Tech recommends that you specifically review these options and make sure everything is set up as desired (such as printers).
- A default Cash Sale customer type is created. To create additional customer default types, point to Customer Maintenance on the Maintenance menu and click Customer Defaults.
- A default Cash Sale store account is created with an associated store location, tax authority, and customer type (Cash Sale). To create additional store account types, point to General Maintenance on the Maintenance menu and click Store Accounts.
All of the following items are installed with default values when you install AIMsi. Tri-Tech recommends that you review the defaults and determine if changes are needed for your business, however, changes are not necessary to successfully use your AIMsi software.
- Payment categories. To review, point to Ledger Maintenance on the Maintenance menu and click Payment Categories.
- Return payment categories. To review, point to Ledger Maintenance on the Maintenance menu and click Return Categories.
- Non-inventory categories. To review, point to Ledger Maintenance on the Maintenance menu and click Non Inventory Categories.
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