Procedures

Initial Setup procedures are designed to establish “Master File Records” and to help you transfer information from existing records to the Sales Analysis application.

The first step in Initial Setup involves entering master file and historical data for the application. Here is a list of those files:

• Parameters
• Sales History

In the next step, you may enter Opening Transactions from the Opening Entries menu. These entries will be recorded on detailed sales reports available through Live Operations. Once you complete these entries, print an Opening Transactions list to verify your entries.

The third and final step in the Initial Setup procedure is End Initial Setup. After you select this menu option, the system begins the Live Operations phase.