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1. Log In To SBMPro System By Clicking "OK" Button
From the initial startup login screen the default Administrator name will be shown. No password is required. Click "OK" to launch the Main Menu. The Administrator user is the super-account user that can not be deleted. It is recommended that you assign a password to this user name for security reasons.
2. Click "Company System Sub-Menu" Button
From SBMPro's Main Menu click the "Company Admin Sub Menu" button. This is the first button on the left hand side of the Main Menu.
3. Click "Company Entry and Maintenance" Button
From the "Company System Sub-Menu, click the "Company Entry and Management" button to setup your personalized company information.
4. Enter Your Company Data Here or Click Add New Company
Enter Your Company name, address and any other company specific information within this module. SBMPro uses information created in this module to create report headers and assign basic ship to and ship from information for sales and purchase orders. The first company shown is company ID #1. Company #1 can not be deleted and for this reason it is recommended that you put your company information here. You can do this by simply overtyping the existing Sample Company data. If you would like to keep Sample Company #1 as a sample click "Add New" to add a new company. Complete all fields highlighted with a yellow background. Yellow background fields are mandatory!
Next click the SALES TAXES tab to verify your country's tax settings. For U.S. product owners and for product owners of countries with only one sales tax, the default settings are OK. If your country charges both Government/Federal and Province/state sales taxes then click the Load Country Defaults button and choose Canada as the tax setting model. The Canadian tax model uses both GST/Federal taxes and PST/State taxes as well as allowing for per item tax configurations.
Click "Save Record" when completed and exit back to the sub-menu. Then click "Return To Main Menu".
5. Setup Your Personal Employee Record
From the main menu click "Employee Management" to setup your unique user employee profile. You may change the sample employee information and update this field with new information or click "add new" to enter a new record. Complete all of the mandatory fields. Click "Save Record" then click "EXIT" to return to the main menu.
6. Create A Unique Login Name and Password
From the Main Menu click the "Login Security Management" button. The Login Security screen will appear. Select the desired employee's record. Enter a unique user name and password. It is recommended that you use the same user name that is use to log onto your computer or name that your computer registration name. This name will automatically be placed in the "Username" box when you start SBMPro. The user name is CaSe SeNsItIvE. It does allow spaces, so be sure to enter the name exactly as used and remember the password that was assigned! Initially, click the "Grant All Rights" button to insure you have access to all modules. Click "Save Record" and "Exit" to return to the main menu.
Add Customer & Product Data--Finally Add Customer data in the "Customer Entry and Management " module and Product or Service info in the "Inventory Management Module located on the Main Menu or under the Inventory Submenu depending on your SBMPro version" and you are
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