Five steps to get your store up and running with a POS & Inventory Management System
We will review your situation and discuss an implementation plan to help you get up and running smoothly and successfully using your software.
- Step 1: Initial data entry procedures will be identified and training provided to streamline the process for your situation, whether you are starting with manual entry, converting data for import or formatting files to bring into your POS system to create your company database of inventory items, vendors and customers.
- Step 2: Our experienced staff will provide useful tips on how to categorize your inventory so that your reports & analysis will be meaningful to you. We will share some tips to streamline the process and save you time down the road.
- Step 3: We will provide assistance with setup of your POS peripheral equipment, design your barcode labels and provide training on how to print labels for your merchandise.
- Step 4: Training sessions on software features and procedures for your business will be scheduled by phone appointments and remote access connection. These are based on the training package included with your proposal.
Basic Training – choose from the following topics: Sales, Purchasing, Receiving, Labeling incoming product, Transfers, Kits, Tills and Cash Management, Reports and Gift Cards, Customer Rewards.
Advanced Training – choose from the following additional Topics: Time Clock, Pricing, Sales and Promotions, Customer Price Levels, New Item Wizard, Layaways, Return to Vendors, Drop Ship, Permissions, Accounting Interface, Physical Inventory, and Accounts Receivable.
- Step 5: We will help you import your current on hand quantities for your items so that you can go live on your new POS system. And, we will be standing by – just a phone call away if you need assistance on your first day!!
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