The Setup Manager

The Setup Manager is only present in the Standard Edition of the Software. The Standard Edition is configured for a single location business.

Function of the Setup Manager

The Setup Manager is used to setup and maintain your...

How to use the Setup Manager

All The Managers are very similar to the Windows Explorer.  There are two side-by-side panels.  On the left is a hierarchical tree view, and on the right, a summary of the item highlighted on the left.

You use the tools on the top toolbar to work with the data.

The Setup Manager's Tools

How to use the Setup Manager's Toolbar

TIP: There are context-sensitive right-click menus available in the tree-view to give fast access to the tools applicable to the highlighted item.

Planning Sales & Expense Categories  (9:30)