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Don's 5 Tips for getting ready to Store Operations

 

1.) Vendor Data- setting up your items database for the first time is probably the most time-consuming part of using the software. However your vendors can help. Most vendors can provide their catalogs in an electronic format. Have them provide you with the UPC, description, vendor order number and your cost and your half way there in setting up your database. If a current user, update your database with current vendors data disks. You’ll have the most up-to-date pricing, new items and discontinued items from your vendor.

 

2.) Department & Categories- organizes your inventory into departments and categories. You can produce cleaner report when generating reports for inventory and sales information. Organizing departments and categories is especially important when you need to make global price changes, such as sale prices or mark-ups.

 

3.) Whether you’re a current QuickSell user or getting ready for Store Operations for the first time, think about the parent/child feature in the item database. Many vendors only sell items by the case (a set quantity of the single item), however you sell them by the each. Well, don’t order them by hand, set-up a parent/child relation ship. You parent item would be the case and the child item would be the each. When you sell that each item for the 1st time your case quantity will be reduced by one and the each item quantity will be updated by the case quantity less the current purchase.

 

4.) Are you collecting your customer information at the point of sale? Your customer database is one of your most valuable tools you can use with your marketing program. Whether you do your own direct marketing or use an outside service it’s always easier to increase sales with your existing customers than getting new customers. Just think what you can do with your bottom line if you could increase your average ticket or having your existing customers visit your store more frequently. But you must have that customer database. Set up you point of sale to prompt for a customer number or enforce a customer number. If you enforce a customer number you can always set-up a miscellaneous account for the one customer who just won’t give you their address.

 

5.) Keep an open mind. Whether you are installing Store Operations to replace an existing software or installing a POS system for the first time, there will be changes that need to be made. We all get used to routines that are difficult to change. But with an open mind you can prevent unnecessary frustration that can be created with change.

 


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