Helpful tips for setting up Inspire by STX

Helpful tips for setting up Inspire by STX


Welcome to Inspire by STX! 

A proper setup is imperative to the success of the business and users. For fluidity and dependency, the setup pages are designed to work top to bottom, and left to right.

For example, Services must be setup first before they can be assigned to a Worker. Our experts recommend saving progress on each page. 
The guides are created for the most common scenarios, if circumstances are outside of the outlined recommendation, please contact STX Support for additional assistance at 1-800-766-4778 or International 407-641-1696.
 

Helpful Tips

Click + New to create a new item.

Items with * are required.

Checkboxes identify if items are active or disabled.

Taxable checkboxes infer that the line item is taxable when sold.

Sort Orders re-order how list items are presented.

+ signs add new setup line items

-  signs remove setup line items.

Deselect All will deselect all the related text boxes with options to select or deselect. 

Save retains the work and returns to the previous setup page.

Save & New retains the work and starts a new item.

Cancel does not save any work and return to a previous page or list selection.

Select All will select all the related text boxes with options to deselect or reselect.

*Due to legal auditing purposes, some areas of setup cannot be deleted once created.  

Get started by clicking the navigation bars in the upper left, then Setup. A list of the setup options will appear.


    • Related Articles

    • Discover Inspire Knowledge Base and STX Desktop Conversion Resources

      The Inspire Knowledge Base offers a library of helpful articles & videos on how to setup, use and customize the Inspire Software. To access the Inspire Knowledge Base, visit https://cloudsupport.stxsoftware.com/portal/en/home Additionally, if you are ...

    • Setup Services

      In January 2023, the Main Setup page will be getting a new look. The updated location will be Setup > Setup Company Info. In Summary, setting up services is a multi-level process. First you need to establish your Service Groups, Product Lines and ...

    • Tippy Integration - Setup Guide PDF

      Attached is a PDF on how to setup the Tippy Integration with Inspire by STX.

    • Discover the Inspire Knowledge Base

      The Inspire Knowledge Base offers a library of helpful articles & videos on how to setup, use and customize the Inspire Software. To access the Inspire Knowledge Base, visit https://cloudsupport.stxsoftware.com/portal/en/home If there is an article ...

    • Setup Worker Permissions Glossary

      SETUP WORKER PERMISSIONS GENERAL Businesses can create permission sets to allow or disable access to features within the software. Create a permission set and assign it to multiple workers or one worker. To create a permission set: Go to Setup > ...