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PayGo’s Company Setup Screen

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Your Company Setup screen is where you can set global preferences and settings for your PayGo software. your Company Setup screen can be found on your Admin & Settings screen (accessed via the Menu) by clicking the Company Setup button.

Company Info

The Company Info tab is where you can enter all basic information about your company. Your Company Name is set when you activate your PayGo software, and should appear when you first open this screen. Whatever is entered in this field will show up in report headers, receipts, screens, and on all labels (except split style). Use no more than 32 characters if you want your Company Name to fit onto labels. 

Enter the street address or P.O. Box of your company in the Address field.  Then enter the remaining parts of your company’s address in the City, State, Zip, and Country fields.   There are also fields available to enter your Phone / Fax Numbers, Company Email, and Company Website.  All contact information should be company specific to best support your customer service and marketing endeavors.

Store ID: Each store requires a unique store ID and Name to facilitate syncing for companies with multiple store locations.

Add your Company Logo into the Logo field if you would like it to appear on various reports, receipts, and screens:

Use the Import Logo button to upload your company logo image. While various image formats will work, we suggest using the .PNG or .PICT formats for best results. Setting the image at 200 dpi works best for printing. Once you upload/import the image, it will appear in the Logo field.

Tax Info

 

The Tax Info tab is where you will set your store’s city and state taxes.

Within this tab, you will see two lines for taxes, where you can establish up to two default tax rates. These are typically used for City and State tax rates, but can be used for any type of tax rates your location requires. Enter the Tax Title and Percentage Rate for each tax type, and then set a Title for Combined Tax (typically Total Tax or similar) and the Tax Calc (calculation) Type. The options for your calculation type are Exclusive, which means that tax is added on top of the retail price at time of the sale, or Inclusive, which means that the tax is included in the displayed retail price of the item.

Within this tab, you will also see a Define Tax Codes button on the right side of the screen. This will open the Tax Information screen, where you will have the option to set up multiple tax rates for multiple locations.

For more information on setting tax rates, including setting rates per department, within a sale or across multiple tax zones, see the following articles:

Setting Up Taxes in PayGo

Defining Multiple Tax Codes

Setting Taxes Per Product or Department

Adjusting Taxes Within a Sale

Global Settings

The Global Settings tab is where you can change many basic and advanced settings within your PayGo software. Within this tab, you can search for settings in the Search bar and edit or customize global parameters within your software.

Note: As this tab has many different applications that could potentially cause issues with how your software is run, we recommend you contact tech support via the ticket system or follow along with other tutorial articles that require settings in this tab to be changed before you update any of the information in the Global Settings tab.

Currency Setup

PayGo gives you the flexibility to setup several different currency types along with their default values. The Currency Setup tab assigns currency values as such: 

Name:  The name of the currency or payment type. For payment methods such as credit or gift cards that would have a button on your Payment screen, the Name is what will appear on the button.
Value:  The default value of a currency type, entered in decimal form.
Pmt Method: If this is marked, then you are specifying this record as a payment method. This applies to payments via credit, checks, and so on.
Account: When running a report or export of data, you can assign an account number to the payment type.
Sort: For payment methods, you can specify the order that these methods will appear in button form on the payment screen.
Type: In this field, the type of currency can be identified. Examples of currency types: credit card, gift card, cash, store credit, etc.

Stores/Sites Tab

The Stores/Sites tab is where you can view and edit identifiers for all of your stores. This includes your Store ID numbers and Names, Address and Phone number. Add new stores or sites by clicking the Plus button on the right side of the screen.

Utilities Tab

The Utilities tab is where you or our PayGo technicians can perform vital maintenance on your PayGo software. This includes your Backup Files button.*

Backup paygo_data when closing:  Select “Y” if you would like PayGo to create a backup snapshot of your data on close. This function is only performed on the host workstation.

Date of Last Item Snapshot:  This field stores the last date a snapshot was created of your inventory.

Note: your Activation Code will be set on installation.

Below these selections are several buttons, along with their function descriptors. Note: These are primarily used by PayGo’s support team when assisting customers, and we ask that you contact your support team through your PayGo ticket system before using.

 

*Backing up your files is vital to software maintenance! While the Backup Files button will back up your PayGo files to a folder on your host system, ALWAYS make an offsite back up as well!! For information on backups, read System Backups and Disaster Recovery Plans.

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