This is the first tutorial in a series that show you how to use iMagic Inventory. This tutorial steps you through the process of setting up the system.
When you first run the application the Configuration Wizard will start. If this is not the first time you have run the application or you have closed it, open it now by clicking the Configuration Wizard from the Configure menu.
This wizard allows you to set your business contact details and tax details.
Step 1. Welcome
The first step welcomes you to the wizard and indicates what it does. To continue:
1. Click the Next button.
Step 2. Entering your business contact details.
This step allows you to save your business contact details. This information will later be used on invoices you create:
1. Enter your Business Name and contact details..
2. Click the Next button.
Step 3. Choosing you company logo.
If you have a company logo you can choose it here. If you don't have one or want to add one later click Next.
1. Click the Browse button.
2. Find your logo image and then click Open.
3. The logo will appear in the Logo preview. You should create the image so it fits within the preview.
4. Click the Next button.
Step 4. Enter your tax information.
Enter your tax information, this will later be used when creating invoices. Note you can setup multiple tax rates later.
1. Enter the Tax Name of your tax system in your country, i.e. Sales Tax, GST, VAT etc.
2. Enter the Percentage rate of tax.
3. Enable Secondary Tax, if required.
4. Click the Next button.
Step 5. Enable Barcode Scanning.
If you have a Barcode Scanner it will intergrate into iMagic Inventory.
1. Choose if you would like to enable Barcode Scanning.
2. Click the Next button.
Step 6. Enable Picking Lists.
Picking Lists help you to physically locate inventory items for any orders you have made. This can be useful when you have many different items and need to locate them quickly.
1. Choose if you would like to enable Picking Lists.
2. Click the Next button.
Step 7. Enable Item Categories and Sub-Categories.
Item Categories and Sub-Categories help you to organize your inventory items.
1. Choose if you would like to enable Categories and Sub-Categories.
2. Click the Next button.
Step 8. Finished
All of the necessary information to start creating invoices has been entered. To continue:
1. Click the Next button.
Tips
ยท You can repeat this procedure should any settings change.
Related Topics
Tutorial 2 Adding Inventory Items
Tutorial 3 Creating Invoices
Tutorial 4 Viewing Customers and Details
Tutorial 5 Reports
Tutorial 6 Setting up Categories and Sub-Categories
Tutorial 7 Adding Vendors
Exporting Customers and Invoices to Excel
Creating an Email Mailing List
Tips and Tricks - Quickly Finding Invoices
Tips and Tricks - Quickly Finding Customers
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