Follow the below next steps from 1 - 6.

1. Company Profile

Provide Costbucket with information about your company to meet our know your customer requirements then click the save button to return to the setup wizard.

2. General Settings

Update the company settings then click submit to update your account then click Next to move on to the Inventory Location settings

• Update Inventory Location Settings for each location where products will be stored or sold. Please note that the Location Settings will be printed on your receipts from the POS so it is essential to update accurately.  We include a DE Default location which you can edit by clicking on the green edit button.
  
  Note:   Users are assigned to locations.   With each sale the Costbucket platform deducts from the location based on the user assignment.

• Update Profit Centers (Profit and loss reports) to track sales in multi locations or departments.   This is supported by assigning a user to a profit center.  With each sale processed by the user, the profit center will be updated.
  Always click "Submit" to process updates before clicking "Next"

• Update Bank - By default we include a POS Account in Costbucket.   This is a fictitious bank account to capture all sales transactions in the profit and loss report and balance sheet.   With each sale on the POS or mobile POS, the basic accounting treatment is:
  
  Credit Sales                                     XXXX                     Profit and Loss Report
  Credit Sales tax                         XXXX                     Balance Sheet
  Debit Bank                                       XXXX                     Balance Sheet

• There is no need to adjust the POS Bank Account but you will need to add your real business bank accounts if you intend on using Costbucket for accounting purposes.
  When completed click "Next"

Update Sales tax rate (Taxable supply) then click the submit button. 

3. Receipt Settings

Start by clicking the edit button to update the receipt address for each location.  Once completed, click submit and then Return to the setup guide.

Next Step - Product Categories: