Overview of Setting up the System

Starting Swim

Before starting to use Swim, you may first like to know a little bit about moving around the system. The following knowledgebase articles will give you a solid foundation:

• Understanding Terminology in Swim

• Main Menu Layout and Navigation

Swim Setup

When you first start using SWIM, there are a few things that need to be set up to ensure smooth sailing. These areas are located under the Utilities Menu and include:

• Store details

• Locale Settings (sales tax percent)

• Users & permissions

• Departments, categories and other drop down lists

• Sale, refund, layby/lay-away & gift voucher settings

• Stock tag layout and tag defaults

• Non stock options and list

• Set up printers

• Set up stock tags

To get to the utilities menu move your mouse over the three lines at the top right of the screen.  Once you have set up these areas in Utilities, you can move on to entering your data . You can import stock, customers and suppliers, or enter the information directly into Swim. The data to start entering is:

• Suppliers

• Customers

• Stock overview, enter stock

• Sales terminology, entering sales

Once you have set up Swim and started entering in your data , you can continue to use the system and all the features, remembering to perform the post end of day at the close of each day.

The preferred browser for accessing Swim is Firefox. Follow this link to download the official application: https://www.mozilla.org/en-US/firefox/new/

Swim Global Login

 When first opening Swim you will be asked for your email and password. This is your registration email and password and needs to be entered once on each of the computers or devices that you are using Swim on. After your global login is entered, it will then go to the standard user login (see below)

Swim Users

 When the user access is turned on, each individual user has their own password. When they click an option on the main menu, they will be prompted to type in their user password. Simply type in the user password to access the rest of Swim. 

Important Note 

The default administration user password is 'admin' in all lower case. All passwords are also case sensitive, so just be aware when setting up passwords for new users. You can edit the default admin user in 'manage users' under the administration group and either change the password or make it inactive.

End of Day

When you go live and start using Swim for sales, it is extremely important that at the end of each day you perform the post end of day process. If you do not perform this task, there will be no data on the sales reports. To perform the end of day you go to sales menu, post end of day.