Let’s Get Started

 

Thank you for choosing CerTek as your POS software provider. We’ve created this article to help guide you through the Artisan program from the very beginning, to after you’ve launched your store. These tutorials should help get you acclimated with the program as easily as possible.

We understand that every business is unique, and your path around Artisan might differ depending on your industry. This is a general outline, so you can jump around as needed.

1. Switching From Another POS?

Determine if you’re switching to Artisan from another POS program, or if you’re starting from scratch. If you’re switching to Artisan from another program, you should backup/download your data from that system so it’s ready to be imported into Artisan.

2. Set Up Basic Hardware

Make sure your computer is powered on and all the necessary accessories (mouse and keyboard) are set up. We’ll go over setting up scanners and printers later.

3. Install Artisan and PostgreSQL

You’ll need to download two programs: Artisan, and PostgreSQL. PostgreSQL lets us perform routine maintenance on Artisan.

4. The Basics

It’s a good idea to learn about basic Artisan areas and functions before launching the program. You should be familiar with the start menu, search features, various icons and buttons, creating sales orders, and creating product and customer records at the end of this section.

5. Practice With Sample Data

Now is your time to get even more comfortable with Artisan by using sample data to delve into more intricate tasks, such as returning items, running reports, creating users, product variants, and more. 

*Do you have an online store, or are you planning on creating one? Read the following articles.

(Even if you don’t have an online store, the Product Variant articles can help you utilize handy features in Artisan to help you run your store more efficiently).

6. Switching to Real Data and Entering License Keys

Congratulations–now it’s time to start using your actual company data! (Though you can continue practicing with sample data until you are ready).

Already have existing company information, like customer info, SKUs, or gift cards? You’ll learn about that in this section (if you haven’t already!). You’ll learn how to input existing inventory into Artisan in section 10.

You’ll also want to start creating or reviewing your category records and vendor records. Once that’s finished, you’ll need to input your business information, such as your business name, address, and tax information.

You’ll also need to enter your license key(s) from our sales team once you switch to real data.

7. Backing Up Data

It’s good practice to back up your data at the end of every day so you have the latest information in the event of a software malfunction. You should review these articles before you start importing/adding inventory into Artisan, so you are familiar with the process and do not accidentally lose any of your data.

8. Create Users and Set Security Settings

Next, review how to create profiles for anyone who will use Artisan. Set up your security features.

9. Review Item Code Numbering

You’ll want to set up your item code numbering for your products if you haven’t already.

10. Learn About Item Records

Now, let’s learn the basics about item records. We’ll learn about more complicated items (ex. a product that comes in multiple sizes or styles), later in the product variant articles.

11. Purchase Orders and Receiving Inventory

Review how to create purchase orders, input purchase requests, and receive items.

*Are you starting with existing inventory? Click here.

12. The Sales Screen and Ringing Up Orders

Refresh your memory of the sale’s screen and completing orders with these tutorials.

13. Shifts and Day End/Closing

Read these articles to learn how to start and end shifts and post your daily transactions.

14. Payment Processing and Business Settings

You’ll need to set up any payment processing terminals/PIN pads in Artisan before you can accept credit, debit, or gift cards. You’ll also want to review your business settings if you haven’t already done so. Some of these configurations, such as the PIN pad, might require assistance from our Tech Support team.

15. Setting Up Other Devices

From printers, to scanners, and more, there’s plenty of devices you can utilize with Artisan to enhance the checkout experience.

16. Start Selling!

With “Real Data” selected, it’s time for you to open up shop and start selling. You can always switch back to “Sample Data” whenever you want a refresher or need to train a new employee.

You can also explore our Knowledge Base library for other tutorials that weren’t included here. Just enter a search term into the search bar or browse through the categories on the left side of the screen.