Thank you for your purchase of the effortlessE webPOS Retail Point of Sale system. This checklist will outline the steps you need to take to get your webPOS system operational as quickly as possible.

1. Review all training documentation - Log into the help desk, and start by reviewing Initial Training I. This will outline the basic setup of your system, including adding your categories, manufacturers, and products. Once completed with that training, proceed to Initial Training II where you will learn how to record your inventory numbers and manage your vendors and PO's. If you will be using the eCommerce portion of the webPOS system, continue to Initial Training III, this covers how your eCommerce web site operates. If you will not be using the eCommerce functions, you can skip this training. Finally, complete the Retail Sales Functions training where you will learn to use the retail sale management system.
2. Log into the Tech Connect trouble ticket system - Log into Tech Connect by clicking here. Upon your initial login the system will ask you for your new notification preferences. Make sure you setup your notification preferences here so that you'll be notified when a trouble ticket is opened, updated, or closed. This is also where you will go whenever you need assistance with your system and need to open a trouble ticket.
3. Schedule your training follow-up call - If you have additional questions after completing your training, log in to Tech Connect and open a ticket requesting a training follow-up call. On this call you can have any questions that arose during the online training answered live by an effortlessE support technician. It is absolutely vital that you've completed all online training prior to scheduling your follow-up call.
4. Integrate your payment processor - If you wish to have integrated payment processing via our payment partner, PayJunction, go onto our website and click the link that says Credit Card Processing, then click the link to get an application, or link through here. PayJunction will email an application to you which you'll need to fill out and fax back. Once you're approved and your account is set up, we'll integrate the payment processing into your webPOS system and you'll get an email informing you it's ready to go.
5. Secure your system - If you haven't already done so, we HIGHLY recommend you purchase an SSL certificate to secure not only your eCommerce site, but also the entire webPOS backend interface. This creates a level of security that is virtually unbreakable by hackers, and is required if you are processing credit cards on the system. Log in to Tech Connect and open a ticket for more information about securing your system, and ask about our 50% off deal for new signups.
6. Input your products and inventory numbers - Armed with your new training on the system, begin to input your products, and initial inventory numbers.
7. Configure and install your hardware - If you have purchased POS hardware from us, you will need to follow the setup instructions on the help desk to configure your hardware for use. If you have not purchased POS hardware such as barcode scanners, receipt printers, or credit card readers, log in to Tech Connect and open a ticket requesting pricing information on fully supported hardware.
8. Configure your web browser for printing - On the computers that you are going to use for printing receipts and SKU labels, you'll need to turn off the header and footer printing, as well as set all of your margins to 0. Here is the procedure for popular web browsers:
   Internet Explorer - Click "File", then choose "Page Setup...". Clear the contents of both the "Header" and "Footer" boxes, and set all 4 margins in the lower right corner of the box to "0".
   Firefox - Click "File", then choose "Page Setup...". Click on the "Margins & Header/Footer" tab at the top. Set all 4 margins in the upper part of the box to "0", and set all 6 dropdown boxes under the "Headers & Footers" section to "--blank--".
9. Setup logins for all employees - In order to setup logins for each of your employees, you'll need to  with the first and last name, login, password and desired access level for each employee. We'll then get these logins setup for you.
10. Setup drawers, locations, and tax rates - As you know you can have as many cash drawers setup in the system as you need. Please log in to Tech Connect and open a ticket outlining how many cash drawers for each location you want, and what you would like those drawers to be named. Also include the full details for each location you have purchased, including the name of the location as you would like it to appear in the POS system and how you would like it to appear on your receipts, the address and phone as to be displayed on the receipts, and the tax rate for each location.
11. Get help - Anytime you have any questions, you can log in to Tech Connect and open a ticket, or call us toll free at 888-362-9307. We are here to help you integrate your new webPOS system into your business, and are happy to be of any assistance.