Setting Up PSD

We assume you have already loaded PSD and have an icon on your desktop that allows you to start the program. If you have clicked on it you will see a screen like this:

The first thing you will have to do is enter your company details and staff.

Entering your company details

There is a row of buttons across the top of PSD. Towards the right of them you will find one called Setup. We have clicked on it below and you can see a drop down menu appears.

The first item on that menu is Company. Click on it to reveal the screen for entering your basic details.

The top of the screen has a box for you to enter your basic details. Click your mouse on the first entry box label led Region and choose your State. The screen in the shot above has been entered for NSW. Now use your Tab key to move onto the next box. Alt-Tab will take you backwards and you can always use the mouse to move on to other places on the screen if you require.

Complete the next three entry boxes as required, use the drop down list to select from provided options or free form enter where required.

The bottom of the screen captures all your general information. Work through it as required. The only entries of special interest are the three last entry boxes:

Start Transaction Number: If you are transferring to PSD from some other system you should enter the transactions number you want to transfer from. Say your last transaction on your old system is IT2005000123, then you enter 000124 here. If you are starting from scratch simply leave this entry box blank.
Automatic Capitals: You can select how you want PSD to help you in terms of automatic capitalization of your entries.
Staff Number: You have to keep an electronic record of all your staff members. In addition when transactions are entered you have to keep a records of the staff member who handled them. This entry box allows you to select one staff member to be the default one. Whoever you choose will be offered first as the staff member to be recorded as handling a transaction when you go to enter one.

You will notice there it a tab at the top of the bottom section entitled Pawnbroker Information. Click on it.

You should enter the address of the premises where the goods may be auctioned if they are forfeit,your fee if they are sort retail by you, and the auction house fee, if they go to auction.

As you have not entered any staff at this point click OK and we will move on and enter a staff member.

Entering a staff member

Click on Setup again, but this time select Staff.

Click on NEW and then click the mouse in the entry box in the table under Staff Name. Now simply enter the required data. Finally, click Accept and then Exit.

Now go back to the Company screen and enter that person as your default staff member.

Entering your subscription

PSD is made available by subscription, currently at $295 a year. You will be able to explore most of the functions of PSD without subscription but if you want to use it commercially you will have to subscribe.

You can do this either:

at the website www.xesoftware.com.au
over the phone to 02 9999 2226
by mail to 10 Chiltern Road, Ingleside 2101

If you don't have a release code simply move on to the balance of this tutorial. if you do release code click on the Setup button again but this time select SUBSCRIPTION and you should see the screen shown below:

Now enter the release code into the Release Code entry box and click OK. You should see the following confirmation. Phone us if there is a problem.

Entering storage premises

Now you should enter a location for keeping the goods you purchase or lend money on. Go back to the Setup button, click on it but this time select Item Location.

Click on New and assuming you only have the one address where you keep good (normally your shop) enter the details, then click Accept.

Entering standard terms of business

Next we will enter your standard terms of business. Click on Setup again and this time select TermsOfBusiness from the list. You may have more than one terms of business but enter the most common as the first terms of business.

Click New
For this example we are going to enter 0 as the charge. You may have a fixed fee or handling charge per loan, if so enter it.
Next enter 20 for the interest. It appears as 20% per month.
Finally enter 3, meaning three months as the length of loan.
Click Accept and Exit

Now you are all set up to make your first entry. Click here to move on to the tutorial on how to make a purchase or loan, or here to return to the main tutorial page.