The Setup Wizard automatically starts when you run HomeBase 2 for the first time. It is a step by step program that is designed to make the start up process easier for you. The Setup Wizard helps you to enter your bookstore information and if desired load your HomeBase 1 data into HomeBase 2.
1. The Welcome to HomeBase 2 screen is displayed. Click Next.
2. Type your store information, including the name, address, city, prov/state, country and zip/postal code. Click Next.
3. Type your Contact information, including your phone number, email address and your name. When you type your phone number please remember to include the area code. Click Next.
Note: If you are going to send your HomeBase 2 files using FTP you do not need to fill in the SMTP server name. You only need to do this if you are sending files through email.
4. Type the names and rates for all applicable sales taxes. Click Next. For more information on entering tax rates, see Entering Tax Names and Rates below.
5. If you are a member of ABE (vendor), type your ABE userid and your ABE password. Click Next. If you are not a member and would like more information or would like to become an ABE member, How to Reach us at ABE on page 13.
6. If you:
¨ Want to load data from HomeBase 1 into HomeBase 2 click Load. The Import Version 1.x Data screen is displayed. Please note that if you use this facility, any data that you have in HomeBase 2 will be deleted.
1. Click Yes. The Select HomeBase Version 1.x Backup File screen is displayed.
2. HomeBase 2 automatically opens your HomeBase 1 backup folder. Select the file you wish to open and click Open.
3. The Load HomeBase Files progress screen is displayed.
4. When the loading has completed, an error report is generated. If there were any errors it is advisable to save or print the report. Click Close. The Auto-Generate Book Numbers screen is displayed.
5. If you would like HomeBase 2 to automatically generate book numbers, click Yes. Otherwise, click No. The Confirm Auto-Numbering maybe screen displayed. Click Yes to confirm.
¨ Do not have data to load from HomeBase 1 at this time, or do not want to load data from HomeBase 1, click Finish.
Note: If at any time you want to load data or change your bookstore information you can run the Setup Wizard by clicking Tools on the menu bar and clicking Setup Wizard.
Entering Tax Names and Rates
HomeBase 2 allows you to define up to three separate tax rates for use in the invoicing function. Each time you create an invoice, you will be able to select from the defined taxes, and apply one or more of these taxes to the invoice. HomeBase 2 automatically calculates selected tax(es) into the total of your invoice, and displays the tax name(s) and rate(s) on the printed invoice.
See Also