1.Double click on the shortcut icon of the AutoCount POS 5.0 on your Desktop.
2.As this is a newly installed program, for the first time login, the system will prompt the Welcome to AutoCount POS 3.0 Wizard screen. Choose your product edition and click on OK.
(For this Help File, we will use POS Standard Edition)
3.Read and select the database option to be used with the POS program then click on Next.
Create a new account book: create a new database (empty) for a new set of account;
Attach an existing account book: link to an existing account book either stored in this machine or other machine in a network / internet;
Restore an account book: to create a new account book by restoring data from a backup file;
Install A Sample Account Book: to create a new account book with sample data (restoring from sample account book with transaction data).
(For this Help File, we will select Create a new Database)
4.The next screen is the Create Database Wizard, click Next if everything was set.
New Company Name: key in the company name for the new account book (database).
Database Name: by default, the system will assign an initial name "AED_" followed by the first word of the company name. You may change the assigned database name as you wish.
Database Folder: the default database folder path is "C:/AutoCount Data". You may change the drive but it's advisable to keep the folder name 'AutoCount Data'.
2.Database Server Location
Create a default account book in this PC: select this option if this is a 'standalone' case, or if this PC is installed with SQL Server and you wish to create the new database folder in this PC. (Note: choosing this option
will not restrict you from accessing other account books which were created at other machines. To access to those account books, we use Attach Account Book.)
Create a new account book in any PC: select this option if you would like the account book to be stored at any network machine (a database server), including local machine.
Server Name: key in the PC name of the server, or click on Get Available Server to select the server name (e.g. POS-PC\A2006). You may also choose or key in the server name of your local machine, e.g. (local)\A2006.
Use Default SA Account and Password: this is to use the default setting set by AutoCount so that you don't have to create/remember the password. By default, this option is selected, and it is recommended to keep it.
Use the Following User Name and Password: this option is meant for advanced users that do not want to use the defaulted SA Account and Password.
Test Connection: click on this to test the connection with SQL Server. Message will be prompted should the connection is successful / failed.
(For this Help File, our company name will be POS 5 Sdn Bhd (BE) where BE means Backend)
5.Click Next to proceed on next screen.
Fiscal Year Start Date: assign the first day (start day) of the financial year.
Actual Data Start Date: assign the start day where this Account Book is to be used to generate actual data. This date will determine the opening balances (of the first time) of this account book.
There are 2 possibilities:
(a) the Actual Data Start Date is the same as Fiscal Year Start Date, which the opening balances will be the same as the closing balances of the last accounting year;
(b) the Actual Data Start Date is later than Fiscal Year Start Date, in which the opening balances will be the closing balances of its previous month.
4.Local Currency Setting: specify the local currency of this account book.
5.Goods & Services Tax: (if applicable) check the checkbox if GST is applicable.
6.Click Finish to finish the configuration.
6.Account Code Format: by using the defined characters, set the account code format for this account book.
7.Sample Chart of Account: you may select to create sample chart of account for this new account book, or uncheck the checkbox if you do not wish to create sample chart of account.
7.Click OK to completely finish the configuration for POS Backend.
8.And now you should be able to log in to the database/company that you just created or configured.
(Both the default login Username and Password are admin)