To begin with, you will need to set up a new “Company Database File”. To do this, from the “File” menu choose “New Company”. You can use whatever you like for the file name. (i.e. "Smith News Service")
Now we will need to enter our new company’s name, address’s, and phone numbers. To do this, from the “File” menu choose “Company Info”. Now enter the appropriate information in each field listed and click “OK” when done.
Next, we will need to set our account billing parameters. To do this, from the “Tools” menu choose “Set Billing Parameters”. If you use any type of weekly billing (1 week, 2 week, 4 week, etc.) , then we must specify the last day of the week (Sunday, Saturday, Friday, etc.), so that EasyStreets will know what defines a billing week. To do this, simply choose the appropriate day from the dropdown list, so that the correct day appears in the listbox. Next, we need a date that refers to the last day of any 4 week billing period. Even if you use only 1-week or 2-week billing periods, you will need to set this date to one that refers to the end of any 2-week billing period. If you use only 1-week billing periods, then you must set this date to the last day of any 1-week period. Next, check whether or not periodicals are subject to sales tax in your area. Even if only a portion of your area is subject to sales tax on periodicals, you will need to check “Yes”. When done, click “OK” to save these settings.
Next you will need to add the publications, you will be delivering. To see how to do this, see Adding PublicationsADD_PUBS.
Before entering any accounts, you will want to enter all the Zip Code LookupsZip_Codes for the accounts.
After you have added all your publications, you may now enter your accounts (sales outlets), both vending machines and retail stores. To see how to do this, see Adding AccountsADD_ACCOUNTS.
Next, you will need to create your individual routes, and after you have created these, you can create the route groups. For more information on creating routes and route groups, see Creating RoutesCreate_Routes.
From the “Tools” menu choose “History Maintenance”. Here you will adjust the length of time (in months), that EasyStreets will retain account history entries (Invoice amounts, payments, charges, credits, etc.). By default this is set to 48 month, which is equal to 4 years. You can set this to any number of month you wish. But be careful, because once any history item is deleted, it can not be un-deleted. If you check the box marked “Automatically delete old history on startup” then upon startup, EasyStreets will, on the first day of every Month, ask if you would like to delete the old history records. If you click on the “Delete old records now” button, then EasyStreets will immediately search for and remove all old history records.
Also, if you have more than one printer attached to your system, then you will want to assign printers to print tasks.
Also, If you plan on having multiple users, please see the Users & Security section.