INSTALLATION CHECKLIST ============================================================================== 1. Read the entire manual through one time for content only, then use it extensively as you bring the system up. Use it as needed after you become familiar with the system. 2. Before you install the programs on the hard disk, you must create a file on the hard disk as follows at the DOS drive 'C' prompt. COPY CON:CONFIG.SYS ->(strike RETURN at the end) DEVICE=ANSI.SYS ->(type as you see it) ^Z ->(depress the CTRL key and Z key simultaneously then strike RETURN) After this is completed you must reboot the operating system to force DOS to look for the CONFIG.SYS file and load the extended screen codes into the DOS work area. This enables the MICRO- RETAILER to access these codes and perform screen management functions. You can reboot the computer by depressing the CTRL, ALT, and DEL keys simultaneously. 3. Insert the MICRO-RETAILER master program diskette #1 into drive 'A' and type and enter 'INSTALXT' at the DOS drive 'A' prompt. This is a batch file that contains all the commands necessary to copy the programs to the hard disk drive. Follow the instructions on the screen and you can't go wrong! 4. After the programs are copied to the hard disk drive, then place the master program diskettes in a safe off-site location. A bank vault box is recommended. This will protect your investment in case of a disaster at the store. 5. Select the 'RETAIL' sub-directory on drive 'C' by typing and entering the following at the DOS drive 'C' prompt: CD C:\RETAIL 6. Type and enter the program name 'CAINSTAL' at the DOS drive 'C' prompt. This program will establish the global system wide parameters. 7. Type and enter the program name 'CAFILCRE' at the DOS drive 'C' prompt. This program will create and initialize all the database files. 8. Type and enter the program name 'CARUN' at the DOS drive 'C' prompt. This program will load the MICRO-RETAILER system and will walk you through selection menus from this point on. 9. Select function number '9' (Generate Price Tag Format) from the Report Function Menu and custom format the price tags. You will want to do this right away so that you can contact a forms company to have the tags developed and delivered as quickly as possible. The price tag contains two parts, and the system prints three tags across on the printer. Custom printed price tags is not required for the system to function successfully. 10. Select function number '6' (System Codes Maintenance) from the System Function Menu and add the codes and descriptions for all stores, departments, seasons, vendors, and colors. Print a listing of all the codes to the printer after you finish so that you will have a hard copy for reference. 11. Select function number '5' (Season Code Maintenance) from the Open- To-Buy Function Menu and add the season codes to each store and department combination. Print a listing of all the codes to the printer after you finish so that you will have a hard copy for reference. 12. Select function number '1' (Add Three Year History Data) from the Open-To-Buy Function Menu and establish a history record for each Store/Profit Center and Department combination. If you do not have the history readily available at this time, then respond with zero when you are asked for the number of years you want to enter. This will still establish a history record. You can come back at a later date and add the history data to the file through the modify history file function. 13. Perform a physical inventory of your in-house stock. You will most likely want to do this one department at a time on a staggered time frame. As you identify the in-house stock you will select function number '2' (Post Daily Receivings) from then system function menu and post the inventory data to the system as if you were receiving it for the first time. You will need the quantities, unit retail price, and unit cost figure for each inventory item. 14. As you load the in-house inventory you will want to select function number '1' (Print Daily Receiving Journal) from the report function menu and print a hard copy listing on the printer of the items entered into the system. This is to be used for verification and future reference. This journal should be printed prior to the printing of the price tags. 15. After the daily receiving journal is printed you will want to select function number '2' (Print Price Tags) from the report function menu and print the price tags on the printer. Be aware that three, two-part, price tags will be printed across the width of the printer, even though you see only one on the custom price tag format screen. 16. As you load the in-house stock and begin affixing price tags to the merchandise, you will begin to see price tag stubs appearing at the registers. You can now begin posting sales activity to the system. Select function number '3' (Post Daily Sales) from the system function menu and begin entering daily sales data. This can be done as often as you desire since the system is on-line transaction oriented and updated dynamically. 17. As you load the in-house stock you will most likely be placing orders for additional merchandise. This will be a good time for you to select function number '8' from the system function menu and begin posting the on-order data. You will need quantities, unit retail price, unit cost, and re-order quantity figures for each inventory item ordered. BE AWARE that all merchandise received into the system, other than the initial in-house inventory load, MUST have been previously entered as on-order, or the ACCURACY of the entire system will be in JEOPARDY. 18. As you process all of the above you will want to periodically backup all of the data files in order to preserve the system in the event that a castrophe such as a fire, storm, or power failure should damage the system. A backup copy of all data will enable you to restore the system without re-entering any of the previous data contained within the system at the time of the loss. 19. After you begin loading the in-house inventory you can begin utilizing any of the additional functions listed in the function menus.