Set up, Quick start, Complete set up – Liquid Controls DMS Office User Manual

Page 12

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12

Set Up

QUICK START

Before running DMS Delivery, there are vital DMS Office tasks that must be completed. These tasks are listed below in

their requisite sequence. After the steps are completed, you can run DMS Delivery; however, Liquid Controls recommends

that you carefully read this manual and adjust DMS Office’s settings to suit your exact needs before transferring files to

DMS Delivery.

1.

DATA FILE FoRMAT • Pg. 13

Generate ASCII text files using your back office software.

2.

SoURCE AnD DESTInATIon WInDoW • Pg. 14

Name and assign file paths in your hard drive.

3.

bEgInnIng bALAnCE • Pgs. 15 & 16

Match Beginning Balance field (Config.500) with the back office settings.

4.

TAX ConFIgURATIon • Pgs. 26 & 27

Set DMS Office tax fields.

5.

LCLoAD • Pg. 18

Transfer data from back office software into DMS Office.

6.

PRoDUCT ConFIgURATIon • Pgs. 23 - 25

Label products in DMS Office and ensure they align with LCR-II settings.

7.

CoPy FILES To USb • Pg. 18

To take advantage of DMS Office’s many features and prevent set backs, follow these steps:

1.

DATA FILE FoRMAT • Pg. 13

Generate ASCII text files using your back office software.

2.

SoURCE AnD DESTInATIon WInDoW • Pg. 14

Name and assign file paths in your hard drive.

3.

bEgInnIng bALAnCE & SySTEM ConFIgURATIonS • Pgs. 15 & 16

Match Beginning Balance field (Config.500) with the back office settings.

Activate and deactivate features and configurations for DMS Delivery and DMS Office.

4.

TAX ConFIgURATIon • Pgs. 26 & 27

Set DMS Office tax fields.

5.

LCLoAD • Pg. 18

Transfer data from back office software into DMS Office.

6.

PRoDUCT ConFIgURATIon • Pgs. 23 - 25

Label products in DMS Office and ensure they align with LCR-II settings.

7.

EnTER DRIvERS • Pg. 17

Name drivers, assign passwords, and apply price protection.

8.

SET CASH AnD voLUME DISCoUnTS; ConFIgURE MISCELLAnEoUS TRAnSACTIonS • Pgs. 19 - 22

Select discount parameters and define and price miscellaneous transactions.

9.

ConFIgURE TICKET PRInToUTS • Pgs. 28 - 32

Select information and layout tickets for DMS Delivery printouts.

10.

CoPy FILES To USb • Pg. 18

CoMPLETE SET UP

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