Getting Started - Essential Settings

Use this checklist to help you get started in configuring FloristWare specific to your business.

In order to start using your system, entering orders, and customer information, it is important that the Essential Settings be completed as follows.

Click on each item for Step-by-Step Instructions.

Manager Level > Settings > Policies

1. Deferred Payments

2. Deletes

3. Login

4. Refunds

5. Customer Information

Manager Level > Settings > Financial

1. Service Charges

2. Taxes - Rates

3. Taxes - Application

Manager Level > Settings > Features

1. Accounts Receivable

2. Address Verification

3. Default Delivery Area

Manager Level > Settings > Lists

1. Local Areas (and Delivery Charges)

2. Product Categories

3. Products (and Prices)

4. Users