Total Tools New Store I.T Setup

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Fixed Line Telephony

• ORDERING

• Has the current telephone provider been contacted to organise fixed telephone lines?<br>(1 x ISDN10 & 2 x PSTN)

  Yes

  No

  N/A

• Has the phone lines been ordered?

  Yes

  No

  N/A

• Has a PSTN been provided to the Internet service provider?<br>(ISP)

  Yes

  No

  N/A

• Has a quote for a PABX telephone system been provided to the store?<br>(Avaya IP Office)

  Yes

  No

  N/A

• INSTALLATION

• Has the PSTN line been installed and commissioned?

  Yes

  No

  N/A

• Has the ISDN lines been installed and commissioned?

  Yes

  No

  N/A

• Has the PABX been installed and commissioned?

  Yes

  No

  N/A

Mobile Telephony

• ORDERING

• Has the store requested new / transferred mobile phone numbers on the corporate contract?

  Yes

  No

  N/A

• Has a new phone been ordered?

  Yes

  No

  N/A

• Has the requested plan been assigned?

  Yes

  No

  N/A

• Has an existing service been ported over?

  Yes

  No

  N/A

Computer Hardware / Networking / Email / Eftpos

• Has a computer hardware listing been provided to the store?

  Yes

  No

  N/A

• Has the computer hardware been ordered from the provider?

  Yes

  No

  N/A

• Has a network diagram been provided to the Support office?

  Yes

  No

  N/A

• Has the store requested user and generic email accounts?<br>(@totaltools.com.au)

  Yes

  No

  N/A

• Has integrated EFTPOS been ordered from the bank by the store?<br>(check compatibility with Pronto)

  Yes

  No

  N/A

• Has the ADSL connection been ordered?

  Yes

  No

  N/A

• Has the ADSL been installed and provisioned?

  Yes

  No

  N/A

Request For Pronto Dataset

• What date was it sent?

  Date

• Has the "New Store Setup" form been sent to the new franchisee?

  Yes

  No

  N/A

• Has the "New Store Setup" form been returned to the support office?

  Yes

  No

  N/A

• What date was it returned?

  Date

• Has the "New Store Setup" form been submitted to Pronto Software?

  Yes

  No

  N/A

• When was it submitted to Pronto Software?

  Date

• Has Pronto Software Returned the "New Store Setup" form with a quote?

  Yes

  No

  N/A

• When was the quote provided?

  Date

• Has the quote been provided to the franchise ?

  Yes

  No

  N/A

• When was it provided to the franchisee

  Date

Pronto Dataset Creation

• Has Pronto Software scheduled the Dataset creation?

  Yes

  No

  N/A

• When is the scheduled completion date?

  Date

• Has Pronto Software completed the Dataset setup?

  Yes

  No

  N/A

• What date was the actual completion?

  Date

Pronto System Setup

• Has the warehouse code table been created?<br>(number, name and address details)

  Yes

  No

  N/A

• Has the territory code table been created?<br>(number)

  Yes

  No

  N/A

• Has the Major Function Flags been checked against an existing store?

  Yes

  No

  N/A

• Has the Company Name and Address details been created?

  Yes

  No

  N/A

• Has the warehouse code table been checked for company details (WH)?

  Yes

  No

  N/A

• Has the territory code table been checked for company details (TC)?

  Yes

  No

  N/A

• Has the Override Program Tables been created?

  Yes

  No

  N/A

• Has price rounding been setup of cording to stores requirements?

  Yes

  No

  N/A

• Has the Manual Price Update file been updated?

  Yes

  No

  N/A

• Has the SMS message been added to the code tables?<br>(X@)

  Yes

  No

  N/A

• Has the tax tables been checked?

  Yes

  No

  N/A

Pronto CRM Setup

• Has the CRM Admin flags been checked (mailer-control)?

  Yes

  No

  N/A

• Has the CRM Account Type table been checked? (M1)

  Yes

  No

  N/A

• Has the CRM Region Code table been checked (M8)?

  Yes

  No

  N/A

Pronto Accounts Receivable Setup

• Has a "WARRANTY" account been created?

  Yes

  No

  N/A

• Has all the Total Tools stores been added with their account starting with TOTA?

  Yes

  No

  N/A

Pronto Accounts Payable

• Has the Total Tools stores been setup with accounts starting with TOTA?

  Yes

  No

  N/A

• Has the FaxMail entries been copied from an existing store? <br>If yes which store?

  Yes

  No

  N/A

• Has the bank account details been setup for EFT and the transfer of ABA files?

  Yes

  No

  N/A

Pronto Purchase Orders Setup

• Has the EDI Loopback been configured for TOTAIM and TOTALIC orders?<br>This is to be setup by Tony Mach

  Yes

  No

  N/A

• Has EDI been setup through Pacific Commerce and the active suppliers?<br>This is to be setup by Tony Mach.

  Yes

  No

  N/A

Pronto Night Sequence

• Has the "Sales Order Integrity" been added to the night sequence?

  Yes

  No

  N/A

• Has the "Sales Order Update" been added to the night sequence?

  Yes

  No

  N/A

• Has the "Purchase Order Integrity" been added to the night sequence?

  Yes

  No

  N/A

• Has the "General Ledger Integrity" been added to the night sequence?

  Yes

  No

  N/A

• Has the "Inventory Integrity" been added to the night sequence?

  Yes

  No

  N/A

• Has the "Customers Integrity" been added to the night sequence?

  Yes

  No

  N/A

• Has the "Head Office Extract" been added to the night sequence?

  Yes

  No

  N/A

• Has an alias email address been added for the receiver of the Night Sequence?<br>(Note who is receiving the report.)

  Yes

  No

  N/A

Pronto Printers Setup

• Has the Point Of Sale printers been setup? <br>eg receipt and invoice (list printer names and IP Addresses)

  Yes

  No

  N/A

• Has the Receiving Printers been setup? <br>eg laser and barcode (list printer names and IP Addresses)

  Yes

  No

  N/A

• Has the Office Printers been setup? <br>eg multi function (list printer names and IP addresses)

  Yes

  No

  N/A

• Has the Faxmail printers been created?

  Yes

  No

  N/A

• Has all print layouts been created / mapped?

  Yes

  No

  N/A

• Has all printers been tested?

  Yes

  No

  N/A

Pronto User Setup

• Has a list of staff and their roles for the store been provided by the store?<br>eg sales, accounts

  Yes

  No

  N/A

• Has the generic cash drawer profiles been created?<br>(list usernames created)

  Yes

  No

  N/A

• Has the management profiles been created?<br>(list usernames created)

  Yes

  No

  N/A

• Has the receiving profiles been created?<br>(list usernames created)

  Yes

  No

  N/A

• Has the appropriate printers been assigned to the users?

  Yes

  No

  N/A

• Has the users profiles been added to the Faxmail server?

  Yes

  No

  N/A

Hardware Installation - Rack

• Has the rack arrived (42RU)?

  Yes

  No

  N/A

• Has the network tales been patched into patch panels?

  Yes

  No

  N/A

• Has the ADSL modem been installed?

  Yes

  No

  N/A

• Has the Fortinet 60c router been installed?

  Yes

  No

  N/A

• Has the network switch been installed (48 port)?

  Yes

  No

  N/A

• Has the Windows server been installed and configured?

  Yes

  No

  N/A

• Has the KVM been installed and attached to appropriate devices?<br>(Windows Server, Redundancy Server, Video surveillance)

  Yes

  No

  N/A

• Has all required network connections been patched into the switch?

  Yes

  No

  N/A

• Has the PABX telephone system been installed?

  Yes

  No

  N/A

• Has the video surveillance been installed?

  Yes

  No

  N/A

• Photo of the completed rack setup

  Media

Hardware Installation - Point Of Sale

• COMPUTERS

• How many counter computers are to be setup?

• Has all the counter computers been installed and tested?

  Yes

  No

  N/A

• Has all computer hardware been labeled with name and IP address?

  Yes

  No

  N/A

• PRINTERS

• Has the invoice printers been installed and tested?

  Yes

  No

  N/A

• Has any multifunction/colour printer been installed and tested?

  Yes

  No

  N/A

• Has the receipt prints been installed and tested?

  Yes

  No

  N/A

• Has all printers been labeled with name and IP address?

  Yes

  No

  N/A

• Has the automatic cash drawers been installed and tested?

  Yes

  No

  N/A

• INTEGRATED EFTPOS

• Has the bank provided Username and Passwords for setup?

  Yes

  No

  N/A

• Has the hardware arrived at the store site?<br>(1 x pin pad per POS terminal & 1 x dial up modem)

  Yes

  No

  N/A

• Has the integrated EFTPOS pin pads and modem been setup?

  Yes

  No

  N/A

• Has the eftpos been assigned a receipt printer?

  Yes

  No

  N/A

• Has integrated EFTPOS been tested?

  Yes

  No

  N/A

• Has the store requested AMEX and/or DINNERS cards to be activated?

  Yes

  No

  N/A

• BARCODE SCANNERS

• Has the barcode scanners been installed?

  Yes

  No

  N/A

• Has the barcode scanners been configured properly (enter after scan)?

  Yes

  No

  N/A

• CASH DRAWERS

• Has the physical cash drawers been mapped to a user profile?

  Yes

  No

  N/A

• Has the cash drawers automatic open feature been tested?

  Yes

  No

  N/A

• PROGRAMMABLE KEYBOARDS

• Has the programmable keyboards been setup for each POS Terminal?

  Yes

  No

  N/A

• Has the programmable keyboards been labeled?

  Yes

  No

  N/A

• Has the programmable keyboards been tested?

  Yes

  No

  N/A

• SOFTWARE

• Has the Pronto thin client been installed on all PC's?

  Yes

  No

  N/A

• Has Adobe reader been installed on all PC's?

  Yes

  No

  N/A

• Has Screen Hunter been installed on all PC's?

  Yes

  No

  N/A

• Photo of the completed counter setup

  Media

Hardware Installation - Receiving

• COMPUTERS

• How many receiving computers are to be setup?

• Has all the counter computers been installed and tested?

  Yes

  No

  N/A

• Has all computer hardware been labeled with name and IP address?

  Yes

  No

  N/A

• PRINTERS

• Has the purchase order printer been installed and tested?

  Yes

  No

  N/A

• Has the label printer been installed

  Yes

  No

  N/A

• Has the Large, Small and Prod labels been configured and tested?

  Yes

  No

  N/A

• Has all printers been labeled with name and IP address?

  Yes

  No

  N/A

• BARCODE SCANNERS

• Has the barcode scanners been installed?

  Yes

  No

  N/A

• Has the barcode scanners been configured properly (enter after scan)?

  Yes

  No

  N/A

• SOFTWARE

• Has the Pronto thin client been installed on all PC's?

  Yes

  No

  N/A

• Has Adobe reader been installed on all PC's?

  Yes

  No

  N/A

• Has Screen Hunter been installed on all PC's?

  Yes

  No

  N/A

Pronto Point Of Sale

• USER SETTINGS

• Has all REP codes been created for Point Of Sale?

  Yes

  No

  N/A

• Has the inventory enquiry console been defaulted to industry specific view?

  Yes

  No

  N/A

• Has any requested favourites in the inventory enquiry console been setup?

  Yes

  No

  N/A

• Has the POS Keyboard macros been setup?<br>(cusprg1 on F1)

  Yes

  No

  N/A

• Has the XP Button Theme been turned off on all PC's?

  Yes

  No

  N/A

• Has the cash drawer float been established?<br>(Enter the amount)

  Yes

  No

  N/A

• Has the tender types been checked and mapped correctly?<br>

  Yes

  No

  N/A

• Has the supervisors and their passwords been established for refunds?

  Yes

  No

  N/A

• Has the manual eftpos machines had their ID plate installed and are easily accessible to the counters?

  Yes

  No

  N/A

• Are manual invoicing books available at the counters?

  Yes

  No

  N/A

Redundancy

• PRONTO REDUNDANCY

• Has a redundancy server been sent to Pronto for setup and configuration?<br>(RedHat x64)

  Yes

  No

  N/A

• Has the redundancy server been sent to the store?

  Yes

  No

  N/A

• Has the redundancy server been installed into the stores IT Rack?

  Yes

  No

  N/A

• Has all users been setup on the redundancy?

  Yes

  No

  N/A

• Has all printers been setup on the redundancy?

  Yes

  No

  N/A

• Has the redundancy server been tested?<br>(process sale & refund and transmit data back)

  Yes

  No

  N/A

• NETWORK REDUNDANCY

• Has the store been provided with a mobile Internet dongle?

  Yes

  No

  N/A

• Has the dongle been installed into their current network equipment?

  Yes

  No

  N/A

• Has the failover back to the wireless Internet dongle been tested?

  Yes

  No

  N/A

Completed Work Sign Off

• Signed By

  Sign

• Sign off date

  Date