We understand that every store’s needs are different. We also understand that this might be your first time using a point of sale system — or that you’re switching from a previous program. When you purchase training with CerTek’s Support Staff, we work hand-in-hand to help you understand Artisan and meet you where you’re at.
Below is a list of what might be covered in your training sessions. If you wish to cover a specific topic or see one that’s not on the list, please let the Support Staff know so they can accommodate you. You’ll also find a link to a knowledge base article for each topic, which might be useful to review before or after your training.
Topic | Description | Article Link |
Sales Tax | Learn how to set up your sales tax and any tax exemptions. | https://certek.com/kb4/knowledge-base/configuring-sales-tax/ |
Users and Security | Create users (ex. cashiers, managers, etc.) and control their security levels. | https://certek.com/kb4/knowledge-base/user-record/ https://certek.com/kb4/knowledge-base/security-settings/ |
Sales Screen Basics | Learn the different areas of the Sales Screen and how to ring up and process basic sales and returns. | https://certek.com/kb4/knowledge-base/sales-order-screen/ |
Sales Screen Settings | Configure settings for the Sales Screen, like auto-prompting for a customer, sales rep, or automatically opening the Quick-Pick menu. | https://certek.com/kb4/knowledge-base/automatically-prompt-for-customer-on-the-sales-screen/ https://certek.com/kb4/knowledge-base/automatically-prompt-for-sales-rep/ https://certek.com/kb4/knowledge-base/automatic-quick-pick-mode/ |
Vendors | Create vendor records for your distributors, manufacturers, and any other types of suppliers you may have. | https://certek.com/kb4/knowledge-base/vendor-record/ |
Categories and Sub-Categories | Create a structure (hierarchy) for your products and services (ex. Menswear, Mens Shirts, Mens Polos, etc.). | https://certek.com/kb4/knowledge-base/lesson-103-category-record-basics/ |
Item Records | Create records for your products and services with their cost, price, and other crucial details. | https://certek.com/kb4/knowledge-base/item-record-102-basic-info-tab/ |
Label Printing | Print labels for your items – for one product in particular or for multiple products at once. | https://certek.com/kb4/knowledge-base/merchandise-item-labels/ |
Purchase Orders | Create a purchase order to keep track of items you order from your vendor. Learn how to export and send the purchase order to your vendor. | https://certek.com/kb4/knowledge-base/creating-a-purchase-order/ |
Receiving | Once the items arrive, learn how to enter the products into Artisan with their quantity. | https://certek.com/kb4/knowledge-base/receiving-menu/ |
Day-End and Shift Closings | Learn how to properly close out of your entire store at the end of the day – or close individual registers with shifts throughout the day. | https://certek.com/kb4/knowledge-base/shift-closing-sales-by-station-or-shift/ |
Searching for Records | Learn how to utilize the “Power Search” and save your searches to find records. | https://certek.com/kb4/knowledge-base/using-the-power-search-feature/ |