Implementation Guide

This is a step by step guide to setting up your POS system, with suggestions for features to add each day or reports to understand

6 Day Implementation Guide
Introduction: The following are best practices to setting up your POS system. It takes you through the most common features and ways to add...
Mon, 23 May, 2016 at 4:09 PM
Day 1 - Setting up your data
· Start by customizing the default settings on the management portal (sales tax rate, employee names passwords and email addresses) and y...
Fri, 20 May, 2016 at 1:21 PM
Day 2 - Beginning to use the system and understanding the power
· Explore the other options available to add items - try Minventory to scan existing items using an Android phone app · Scan items on...
Mon, 23 May, 2016 at 4:18 PM
Day 3 - Customers
· Create customer import file or if your current system didn’t track, start adding customers with every sale · Ideas of customer groups – A...
Fri, 20 May, 2016 at 1:34 PM
Day 4 - Diving into Reports
Use various reports to see your vital data – Sales reports: · Real Time Sales – $ amount of sales by tender type for the date and time ...
Fri, 20 May, 2016 at 1:35 PM
Day 5 - Power tools within the system
The retailcloud solution has various tools available to build brand awareness/billboard in wallet · Gift cards (buy and sell – mail, text, ...
Fri, 20 May, 2016 at 1:36 PM
Day 6 - Continue to get more from the system
· From the POS – Easy access to Quantity on Hand (all locations), using the filters to locate related products or specific styles, colors, etc. K...
Fri, 20 May, 2016 at 1:36 PM