Tutorial: Setup Steps For Setting Up Quasar Accounts From Scratch (The example provided is for the UK setup)

Open Quasar Admin:

In linux:

1. Select START (Mint menu)

2. Search and open "Quasar Admin" to open Quasar Admin.

3. Select "Change Server" and enter "127.0.0.1" then OK
   
   
4. If promoted for the password at any point use "admin" for the password

In Windows:

1. Select START, search and open Quasar
2. On the login option, select "Wizard" (Unless Wizard is presented)
   
   
3. Select "Server setup and administration."
4. Enter "127.0.0.1" for the server, select Next
   
   
5. Enter "admin" (default password) then select "Next"
   
   
6. Quasar Admin Should Open
   
   
7.  If promoted for the password at any point, use "admin" for the password

Create a new Company in Quasar Admin:

1. Select the "Companies" tab, then "New Company"

2. Enter "admin" as the password if prompted

3. Enter the following:
   
   Name: STORE
   Database: PostgreSQL
   Password: admin
   Again: admin

4. Select OK to create the company

5. Make sure "STORE" is highlighted and select "Import" on the right-pane

6. Browse and select:
   For Linux: /opt/quasar/import/basic_ledger.xml
   For Windows: C:\Program Files\Quasar\6.1.0\import\basic_ledger.xml

7. Select Open, then "Import" to import the data

8. Close Quasar Admin

--

Login to the new company:

1. Open Quasar Accounts (Via the Start Menu)

2. Select Wizard (If shown as an option)

3. Select Open an existing company

4. Enter "127.0.0.1" as the server

5. Select the following:
   
   Company: STORE
   Username: admin
   Password: admin

6. Select "Next"

7. Review:
   
   Store: STORE
   Station: Default
   Employee: Default

8. Select "Next"

9. Select "Finish"

--

Setup the store:

1. Select "Setup > System > Store" from the menu

2. Complete the following fields: Number: 1 Business: 99 Tax: 9999 Price Zone: All Stores

3. Update the Address (IMPORTANT)

4. Under the Ledger tab, set the ledgers: 

   Safe Store: STORE
   Safe Station: Default
   Forward Store: STORE
   Forward Station: Default
   Retained Earnings: Retained Earnings
   Historical Balancing: Historical
   Balance Ledger Transfer: Ledger Transfer Accrual

5. Under the Accounts Tab, set the default accounts:
   
   Default Bank: Chequing (You can rename this to "Current Account" later) Default Receivables: Accounts Receivable
   Default Payables: Accounts Payable
   Customer Terms Disc: Terms Expense
   Vendor Terms Disc: Terms Income
   Container Deposit: Container
   Deposit Env Levy: Levy
   Transfers: Transfer Accruals
   Physical Inventory: Physical Over/Short
   Service Charges: Service Fees

6. Select OK

--

Create a station:

1. Select "Setup > System > Stations" from the menu

2. Select New and enter the following:
   
   Name: POS
   Number: 2
   Store: STORE

3. Select OK

--

Create a Security Type:

1. Select "Setup > System > Security type" from the menu
2. Select New and enter the following:

• Name: Default
• Select: Add then:
  
  Screen "ALL" Check View? Check
  Create? Check
  Update? UNCHECK
  Delete? (Nothing can be deleted)

3. Select Ok
4. Under the Flags tab select "Set All"
5. Select OK to save

--

Create an Employee:

1. Select "Setup > System > Employees" from the menu
2. Select New and enter the following:

• First: EPOS
• Last: USER
• Number: 100

3. Select the Point-Of-Sale tab then enter:
   
   Security Level: Supervisor
   Password: 100

4. Select OK

   --

Create a User:

1. Select "Setup > System > Users" from the menu

2. Select New and enter the following:
   -Username: epos
   -Password: {Enter a Password}
   -Confirm: {Enter a Password}
   -Default Store: STORE
   -Default Employee: USER, EPOS
   -Security Type: Default
   -Screen point_of_sale.xml

3. Select OK

Setup your Tax Ledgers:

1. Select "Setup > Ledgers > Accounts" from the menu.
2. Locate and edit the GST Paid ledger.
3. Change the name to VAT Paid.
4. Locate and edit the GST Collected ledger.
5. Change the name to VAT Collected.
6. Locate and edit the PST Paid ledger.
7. Edit and make the ledger inactive.
8. Locate and edit the PST Collected ledger.
9. Edit and make the ledger inactive.
10. Select OK.

--

Create a new 20% VAT tax:

1. Select "Setup > System > Taxes" from the menu.
2. Select New and enter the following:

• Name: VAT
• Description: Value Added Tax
• Number: #####
• Rate: 20%
• Tax Collected: VAT Collected
• Tax Paid: VAT Paid

3. Select OK.

--

Create a new 0% Tax:

1. Select "Setup > System > Taxes" from the menu.
2. Select New and enter the following:

• Name: Zero
• Description: Zero
• Number: #####
• Rate: 0%
• Tax Collected: VAT Collected
• Tax Paid: VAT Paid

3. Select OK.

--

Create a new 5% Tax:

1. Select "Setup > System > Taxes" from the menu.
2. Select New and enter the following:

• Name: Five
• Description: Five
• Number: #####
• Rate: 5%
• Tax Collected: VAT Collected
• Tax Paid: VAT Paid

3. Select OK.

--

Create a Department:

1. Select "Setup > Inventory > Departments" from the menu.
2. Select New and enter the following:

• Name: Default
• Number: 1
• Points: 1

3. Select OK.

(Consider setting up several departments)

--

Create a SubDepartment:

1. Select "Setup > Inventory > Sub Departments" from the menu.
2. Select New and enter the following:

• Name: Default
• Department: Default
• Purchased: Checked
• Sold: Checked
• Inventoried: Checked
• Discountable: Checked
• COGS Account: Cost Of Sales
• Income Account: Inventory
• Loyalty Rate: 1
• Points: 1
• Create a row under main:
  
  Price Zone: All Stores
  Purch Tax: VAT
  Sell Tax: VAT
  Target: 30%
  Variance: 1%
  Price inc Tax: Y
• Under Default Sizes:
  
  Each
  Case

3. Select OK.

(Consider setting up several Sub departments)

Creating an Item:

1. From the main page, select "Inventory > Item List."
2. Select "New" and fill out the following details: Main tab:
   • Item Number: 100
   • Description: Test item
   • Dept: Default
   • Subdept: Default
   • Sizes: each (name) 1(Qty)
   • Sell Size: each
   • Purchase Size: each Stocking tab:
   • Store: STORE Cost tab:
   • Select "Add" then "OK"
   • Set the cost price to 0.50
   • Set Tax to VAT Prices tab:
   • Select "Add" then "OK"
   • Set the price to 1
   • Set Tax to VAT
   • Tick "Price includes Tax"
3. Select "OK."
4. Repeat the process to set up multiple items.

Creating Cash Tender:

1. From the main page, select "Sales > Tender List."
2. Select "New" and fill out the following details:
   • Name: Cash
   • Type: Cash
   • Limit: £99999999
   • Conversion Rate: 1 Control tab:
   • Over Tender: CHECKED
   • Open Drawer: CHECKED Accounts tab:
   • Transaction Account: Transfer Accruals
   • Rounding Account: Rounding
   • Over/Short Account: Cash Over/Short
   • Bank Account: Chequing (You may change this to current)
   • Count Method: Single Amount
   • Deposit Time: Deposit at Day-end
3. Select "OK."

It's worth reviewing every part of the software and using F1 to set up the software according to your requirements and needs.