one solution, one decision
DESCRIPTION
TRANSCRIPT
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Introduction to QuickBooks Point of Sale
Instructor: Tom Ruscitti
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Welcome!Thank you for attending.
Goals of this program…► Provide you with training: QuickBooks Point of Sale 101
What does it do? How does it work?Learn through demonstrations, interactive Q&ASoftware kits: try it at home!
► Bring up important questions to consider when evaluating QuickBooks Point of Sale with a client
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What is QuickBooks Point of Sale?
A Point of Sale solution “in a box”, from the makers of QuickBooks
Software that allows retailers to manage their mission-critical activities for 1-10 stores and up to 10 stations per store.
30 Days of Free Support, Learning Center with video tutorials
Hardware components sold in a bundle or a la carte Receipt Printer Bar Code Scanner Cash Drawer Credit Card Reader Optional: Pole Display, Tag Printer, PIN
pad, Physical Inventory Scanner
Credit & debit card processing, supplies, and support options also available
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One Solution, One Decision
Hardware and Software Guaranteed to Work Together
Note: Does not include PC or PC monitor. The QuickBooks Point of Sale Solution for Retailers comes with a two year Hardware Component Manufacturers Limited Warranty, and Intuit Limited Warranty of Inter-operability and a 60-day Money Back Satisfaction Limited Warranty. See http://www.quickbookspos.com for the full warranty. Representative images only; actual products may vary.
Optional additional hardware products available directly from
Intuit
Entire retail solution in one box(PC, monitor not included)
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Require constant attention - change with EACH customer
and EACH transaction
Accept Payments
Cash
Check
Credit card
Track sales tax
Manage Inventory
Count inventory
Order inventory
Sell inventory
Decrement inventory
Mission Critical Activities
Manage Customers
Track sales
Track data
Retailer Challenges
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What does QuickBooks POS do?
QuickBooks Point of Sale helps retailers make smarter decisions by providing a solution that addresses all three critical retailer activities.
3 Critical Activities
1) Accept Payments
2) Manage Inventory
3) Manage Customers
QuickBooks Point of SaleRetail Management Solution
One solution, one decision for critical retailer needs—hardware and software to handle payment, inventory, and customers
Provides retailers with essential insights and information to improve their business—and manage their customer relationships and inventory
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Critical Activity #1: Accept PaymentsProduct demonstration: Fast, easy checkout… no
computer expertise required
Ring up sales as easily as a cash register
Speed through check-out with bar coded scanning—or simply key in an item
Integrated credit card processing with QuickBooks POS Merchant Account Services* – no double entry
Instantly update inventory with every sale or return
* QuickBooks POS Merchant Service is optional. Application approval, fees and additional terms and conditions apply. Details
available at www.quickbooksms.com/posms. Terms, conditions, pricing, features and service options subject to change without
notice.
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Critical Activity #2: Manage InventoryManaging Inventory: Sell more with the right
product at the right time
• Update inventory real time with every transaction
• Track best and worst sellers
• Know when to order more or when to lower price
• Combine individual items into assemblies (bundled pricing)
• Enter as many items as you need
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Critical Activity #2: Manage InventoryManaging Inventory: Sell more with the right
product at the right time
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Critical Activity #3: Manage CustomersManaging Customers: Know customers better so they
stay customers
Capture customer contact information so you can send announcements about upcoming sales, events, new product, etc.
Better understand the purchasing habits of each individual customer so you can make purchase recommendations or process returns quickly
Track layaways and sales orders in order to create more ways to meet unique customer needs
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Critical Activity #3: Manage CustomersManaging Customers: Know customers better so
they stay customers
Capture customer contact information so you can send announcements about upcoming sales, events, new product, etc.
Better understand the purchasing habits of each individual customer so you can make purchase recommendations or process returns quickly
Track layaways and sales orders in order to create more ways to meet unique customer needs
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Automatically updates QuickBooksSend sales information from your shop counter to
your back office in one click.
Many retailers have to manually enter ECR or POS data into their financial software.
One-click integration with QuickBooks Financial Software easily shares sales, customer and vendor information to help save time and improve your data accuracy.
Setup connection with QuickBooks financial software easily through the step-by-step Connection Wizard and double check your information exchanges with Integration Summary Pages.
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Easy to install
Setup Interview for step-by-step self-installation
Intuitive screens guide and prompt user
Do it yourself – save big on consultant fees
Create customized user privileges for security reasons
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Easy to learn Sample Data in Practice Mode Help Employees to Learn
Easy-to-Follow Videos Cover the Basics
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Easy to use
Home Page Screen
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Less than half the price retailers expect to pay
Priced for small business retailers
$1,499 for QuickBooks Point of Sale: Basic Solution QuickBooks Point of Sale: Basic Software Receipt Printer Cash Drawer Bar Code Scanner Credit Card Swipe
$799 for QuickBooks Point of Sale: Basic Software
“a la carte” hardware peripherals also available directly from Intuit
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Easy to find
Easy to purchase• Only POS software product available in office supply stores– CompUSA, SAM’S CLUB™,
Staples, OfficeMax, Costco, Office Depot™.com, and Amazon.com
• Direct from Intuit– By phone: 1-866-379-6636– Through the Web:
www.quickbooks.com
• From Intuit Professional Accounting Solutions members– www.qbadvisor.com/advice
• Through Dell and other VARs such as CDW.
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• Typically either “beginning to get established” or “growing and expanding” (40% are in their first year of business)
• Retailers with up to 10 stores
• Retailers who need to track a large number of SKUs
Who buys QuickBooks Point of Sale?
Over 40,000 independent retailers already use
QuickBooks Point of Sale
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• accessories• apparel & shoes• appliances• books• camera• catalogue & mail order• sporting goods• housewares• computers & electronics• floor covering• music & video• musical instruments• hardware
QuickBooks POS is a good fit for…
• luggage & leather• lumber & building• museum & gallery• craft stores (scrapbooking, knitting)• furniture & home furnishings• sewing & fabric• gift & souvenir• game & hobby• nursery & garden• optical• paint & wallpaper• stationery
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QuickBooks POS is not recommended for…
• Non-physical retail stores (i.e. Web-commerce only stores)• Retailers with more than 10 locations• Grocery or convenience stores• Liquor stores• Gas stations• Full service restaurants or bars
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How is my store doing?Product demonstration: Customizable dashboard
tells you how you’re doing at a glance
Decide what information is helpful to you and access it instantly on one screen
Check in every so often to measure progress… and double-click when you want to know more.
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How is my store doing? (cont’d)Product demonstration: Knowledge is power! The Enhanced Report Center helps you make informed
business decisions.
Cut the time you spend on paperwork - Quickly run reports on your store’s sales, inventory, customers, and vendors to give you the big picture and help you make better decisions.
What are my best/worst selling items?
Who are my top customers?
Which hours and days bring in the most sales?
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How is my store doing? (cont’d)Let’s take a look at the Report Center
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How is my store doing? (cont’d)
Let’s take a look at the Report Center
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Managing multiple stores
Product demonstration: Keep tabs on up to ten stores with the daily Store Exchange
feature Manage up to 10 stores from a single office! (each store and each workstation
within a store must purchase their own copy of POS Pro Multi-Store)
You can track and manage inventory data across stores and transfer inventory between stores. All stores are kept up-to-date with current information and can view inventories at other stores.
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Documents that fit your needsProduct demonstration: Customize your tags, forms,
and receipts.
New Document Designer allows you to use pre-made templates or customize your own design for price tags, reports, orders, and receipts.
Customized gift cards available
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Documents that fit your needsProduct demonstration: Customize your tags, forms,
and receipts.
New Document Designer allows you to use pre-made templates or customize your own design for price tags, reports, orders, and receipts.
Customized gift cards available
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Keeping sensitive data safeProduct demonstration: Security settings make it easy to manage access to sensitive tasks and data
Security settings put you in control of which employees can access your sensitive information and tasks.
Assign one of four security levels to each user.
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Tools to help you support your clients
• Learn more by exploring the program:– Order free trials and brochures at the SBDC Landing Page
today (http://www.qbsbdc.com) – Receive a copy of the full product in late 2005 in the
QuickBooks Software Kit for SBDCs
• Connect with a local Retail Solutions Provider or POS-certified ProAdvisor – email Tom Ruscitti
• Questions? Contact us directly: [email protected]
Coming soon… Point of Sale Training in a BoxClassroom site licensesMore webinars… tell your
friends!
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Q&A