⚙️General Settings
Last updated
Last updated
© TAKU Canada Ltd.
This article will guide you on how to get started with setting up your business.
You will need to go through the following steps to setup the details of your business in TAKU Retail.
Under this step you can enter information under "Basic Information" and "Contact Information" for your business.
A) Basic Information:
Business Name
Business Type
Default Currency
Business Logo
B) Contact Information:
Website
Location Type
Attention (optional)
Address Line 1
Address Line 2
Country
Region
City
Postal/Zip code
Email Type and Email Address
Phone Type
Country for your Phone Number
Phone Number, Extension and Notes.
Once you are happy with the information you have added, click the "Save" icon located at the top left corner and click the "Next" button to go to the next step.
Under this step you can enter the tender denominations that will be used for your business, on the left side you enter the tender denomination value and on the right side you enter the Type (Coin or Paper) for the denomination you just entered.
Use the Add icon to add new lines or the Delete icon to delete a line.
Once you are done with this step, you can click the "Next" button located at the right top corner of the screen to proceed to the next step.
Under this step you can enter the Tender Types to be used for the Zone where the business is located, you have multiple columns and all of them are required fields:
Type: This is where you select the type of tender you are adding (e.g. Cash, Digital Token, Fund Transfer, Debit, Credit, etc).
Description: This is where you can enter a brief description for the new type of tender that you are adding (e.g. Debit, Credit, Cash, Check or Cheque, etc).
Currency: Since it is possible that the store might take more than 1 currency, you have the option to select the currency that will be associated with the new Tender Type that you are creating (e.g. USD, CAD, EURO, POUND, YUAN, YEN, etc).
Transaction Type: In this section you can select when this Tender Type can be used for, you have the option of using it for Sales Charges, Sales Paybacks, and Sales Returns.
Percentage Fee: This is where you can enter the percentage/transaction fee (if any) for each transaction involving the tender type you are currently adding.
Flat Fee: This is where you can enter the flat fee (if any) for each transaction involving the tender type you are currently adding.
Use the Add icon to add new lines or the Delete icon to delete a line.
Once you are done with this step, you can click the "Next" button located at the right top corner of the screen to proceed to the next step.
Under this step you can select the Tenders that you would like to use for your store, you can select from the list of available tenders and use the arrow pointing to the right to move it over from the "Available" list to the "Selected" list. All tenders under the "Selected" list will appear in the Sales Tender screen.
Once you are done with this step, you can click the "Next" button located at the right top corner of the screen to proceed to the next step.
Under this step you can enter the Prefix, Number of Digits, Starting Doc #, and Suffix you would like to use for the documents that will be created. Notice how you can assign a unique Prefix, Number of Digits, Starting Doc #, and Suffix for the following Document Types: Cashout, Sales Invoices, Sales Returns, and Sales Buy Backs.
On the right side the system shows you a "Preview" based on the parameters that you have entered for each document type, you can click on the "Save" button to save any changes you make, or click the "Undo" button to undo any changes you have made since the last time you saved it.
Once you are done with this step, you can click the "Next" button located at the right top corner of the screen to proceed to the next step.
Under this step you can enter the Prefixes, Suffixes, # of Digits and Starting Number to be used with different Document Types throughout different sections in TAKU.
Once you are done with this step, you can click the "Finish" button located at the right top corner of the screen to save and close the Setup Wizard.
