Step 1 - Business Details:

Under this step you can enter information under "Basic Information" and "Contact Information" for your business.

A) Basic Information: You can enter the Business Name, Business Type, Default Currency and Business Logo.

B) Contact Information: You can enter the 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.

Step 2 - Denominations:

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 Cash Type for the denomination you just entered.

Use the Add button to add new lines or the delete button 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.

Step 3 - Zone Tender Types:


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 at different type (Sales Charge, Sales Payback, Sales Return).
  • Percentage Fee: This is where you can enter the percentage 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 button to add new lines or the delete button 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.

Step 4 - Store Tenders:

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 tender, and use the arrow pointing to the right to move it over from the "Available" list to the "Selected" list, anything under the "Selected" list will appear for use.

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.

Step 5 - Sale Doc Formats:

Under this step you can enter the Prefix, Number of Digits, The number that the document should start from, any suffix you would like to use for the documents that will be created. Notice how you have the option for Cashout, Sales Invoices and Sales Return Documents.

On the right side the system shows you a "Preview" based on the parameters that you have enter 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.

Step 6 - Inventory Doc Formats:

Under this step you can enter the Prefixes, Suffixes, Number of Digits and Starting Numbers 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. 

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