Initial Setup Steps

• 1) Set sales tax rates:
  • In the menu select Controls
  • Under Configuration, press the Taxes option
  • There are two tax fields you may utilize.
  • Enter the numbers without signs. For 7.5% tax, enter 7.5 in the field.
  • Set Tax1 and Tax2, as needed, then click the [SUBMIT] button
  • You may now follow the link to sign in again so the tax rates take effect.
• 2) Set the options:
  • In the menu select Controls, then under Configuration, select Options.
  • Select if you want the list odered by store first, or by department/category first
  • Select if you want quantities for list items rounded to whole quantities, or not.
  • Click the [SUBMIT] button.
  • You may now follow the link to sign in again so the options take effect.
  • Keep in mind, you can always come back to change these options later.
• 3) Add your stores:
  • In the menu select Controls, under Add, select Store Name
  • Enter the name of the store.
  • Click [SUBMIT].
  • Repeat as needed for each store
  • Don't worry about getting all of them, you can always come back and add more.
• 4) Add departments/catagories (or aisles) to organize your shopping list.
  • In the menu select Controls, under Add, and select Department/Category
  • Enter the name of the Department/Category (or aisle).
  • Click [SUBMIT].
  • Repeat as needed for each department/category (or aisle).
  • Remember, you can always come back and add more.
• 5) Add Items:
  • In the menu select Controls, under Add, and select Item
  • Enter the name of the item.
  • Select the Department.
  • Select the Store.
  • Enter the Price. (without the dollar sign)
  • Select the unit of measure.
  • Select if the items is taxable under Tax1, Tax2, both, or niether (no tax)
  • Click [SUBMIT].
  • Repeat as needed for each item.
  • Remember, you can always come back and add more!
• 6) Add Meals/Groups:
  • In the menu select Controls, under Add, and select Meal/Group
  • Enter the name of the Meal/Group.
  • Click [SUBMIT].
  • Repeat as needed for each meal/group.
  • Remember, you can always come back and add more!
• 7) Add Items to Meals/Groups:
  • In the menu select Controls, under Add, select Item to Meal/Group
  • Enter (or select) quanity of the item in one meal/group.
  • Select the Item to add to the meal/group.
  • Select the meal/group to add the item to.
  • Press [SUBMIT]
  • Repeat as needed for each item to be added a the meal/category.
  • Once again, you can always come back and add more.