Virtual Training

Day 1 Class Agenda

• Introduction
  • Resaleworld as a One-Stop-Shop
  • Liberty In Action (including some supported hardware)
  • Resources: My Resaleworld, Facebook Users Group, Phone Support, Help (F1), Training
• Installing Liberty4 Consignment (Server vs. Client)
• Liberty in the Cloud
• Setup Wizard
  • Store Name and Address
  • New Account Defaults
  • Price Code Defaults
  • Tax Rate Information
  • Payout Defaults
  • Pay Delay Defaults
  • Printers
• User Login Defaults
  • Entering Serial Numbers
  • Demo Mode
• Training Mode
• Setup Checklist/Options
  • Required Setup Steps – Inventory Module
    • Enter Store Information
    • Terminal IDs
    • Printer Setup/Tag Styles
    • Headers and Footers
    • Payment Accounts
    • Price Codes and Selling Fees
    • Tax Codes
    • Categories, Attributes, Product Line association and Price Guide
    • Product Lines
• Account Maintenance
  • Account Types/Defaults (Client, Store, Retail)
  • Adding Accounts
  • Maintaining Addresses, Phone Numbers, & E-Mail Addresses
  • Adding Notes
  • Additional Information Tab
  • Customizing the Account Detail Window
  • De-activating, Activating, Deleting Accounts
  • Account Reports: Donor Receipt, Pick List, Item Lists, Letters
• Items
  • Item Types – Consigned, Purchased, Trade, Store Owned, Retail
  • Entering Consigned, Purchased, Trade, Retail Items, Store Owned
  • Inventory Dropoffs
  • Edit Item Editor Layout
  • Price History
  • Inventory Display: Sort Columns, Disposition Detail Show Feature
  • Item Lookup
  • Edit Prices/Reminders
  • Print Tags
  • Item Lists (E-Mail, w/Totals, w/Markdowns, etc.
  • Mobile Item Entry
• Security
  • Maintain Users
  • Maintain Security Roles
  • Maintain Security Actions
  • Maintain Security Options

Day 2 Class Agenda

• Questions and Brief Overview of Day 1 Information
• Point of Sale and Post Sales
  • POS Equipment (receipt printer, scanner, card swiper, pole display)
  • Required Setup Steps Continued – Point of Sale Module
    • General POS Preferences
    • Terminal IDs Preferences (networks only)/Assign Terminal IDs
    • Print Options
  • POS Features:
    • Posting Modes (Easy, Change, Sale)
    • Use Touch Interface
    • Add Item
    • Add Customer
    • Maintain Promotions
    • Tax Exempt Sales
    • Tax Exempt Items
    • Tax Exempt Accounts
    • Payment Types
    • Fee Types, Deliveries
    • Set Posting Date
    • Product Look Ups
    • Reward Plans
    • Customizable Coupons
    • Category Discount
    • Gift Card/Gift Card Balance
    • Layaways/Suspended Sales
    • Voided Sales
    • Reprint Receipts
    • Terminal Totals
    • POS Reports
    • Notes
    • Item Lookup
    • Email Receipts
• Post Items
• Transactions
  • Add Money
  • Deduct Money
  • Hold & Release Transactions
• Payouts
  • Individual Payouts
    • Payment Advance
    • Voiding Payouts
  • Group Payouts
• Account Reconciliation
• Clearing Checks
• QuickBooks/Quicken Export & QuickBooks Link
• Group Deductions
• Reports
  • Setting Criteria
  • Favorites, Batch Reports
  • Exporting Reports
•  Additional Modules
  • Word Processor
  • Listing Manager
  • Inventory Reconciliation
  • Used Books
• Miscellaneous
  • Wish List/Wish List Reports
  • Constant Contact Integration
  • Backup & Database Maintenance

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