The process requires that you follow certain steps:

Set up Nominal Codes and all PNL based items

1. Set up your Nominal Codes. Here you will enter a set of Nominal Codes that reflects the Chart of Accounts in your accounts package. Additional nominal codes will be required for the Control Accounts, and any subscription surcharge and subscription discount nominal codes.

2. Set up your business Sections and Departments. A business Section is a collection of Departments. A Department is a collection of Products. Each Department allows you to enter the number of a Nominal Code for ClubCard sales and discounts, Money sales and discounts, and purchase ledger codes. For subscriptions you need only concern yourself with Cash Sales Nominal Codes. At this stage we now have all the items you can sell configured.

3. Set up Discounts. These are set up and configured a special product types.

4. Set up Surcharges. These are all set up in the Preferred Payment Methods screens.