Tag Archives: POS

Gathering Information That’s Most Useful to YOU

What information could help you better identify your ideal customer or product/service? One of the most powerful yet under-utilized tools in QuickBooks and Point of Sale (POS) is Custom Fields. You can use Custom Fields for Customers, Vendors, Employees and Items. I found when looking closer at my ideal client that I needed to track additional information. So, I set up Custom Fields to help me. Continue reading

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What’s Your Most Profitable Type

An underused feature in both QuickBooks and Point of Sale (POS) is Type. This feature can help you identify your most profitable type of customer. Both products have reports to show Sales by Customer Type. This can be a great way to see which type is generating the highest revenue for you. You could then do more targeted marketing – where to advertise, what associations to join, what media works best for that group. This type of information can help work smarter, not harder and improve your bottom line. You can also filter other reports by type. Continue reading

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Simplify Inventory Tracking

Do you find that taking a physical inventory of your store seems daunting and time consuming? If you didn’t fully appreciate just how much inventory your store actually has, counting everything at year-end (or whenever you choose) reminds you that you truly have lots! There are several reasons why the count on the floor is different than what you have on your books. Continue reading

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Handling Refunds in Point of Sale

While some stores have a policy of refunding by issuing only store credit or credit on the credit card, there are still many who do issue refund checks occasionally. If you are one who does issue a check refund, then you know that it’s not so simple in QuickBooks. If you tell POS you want to issue a check, it comes over to QuickBooks books as a payment to be deposited. Two problems with this -you can’t deposit this negative payment, and no check gets created in QuickBooks. In the past I have recommended workaround solutions and even the POS reference books use workarounds. I recently learned of a new way that will work much more easily for you! Continue reading

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Increase Your Sales with Rewards

A free, often underutilized feature in Point of Sale is the Rewards Program. The Rewards Program is designed to help you encourage shoppers to be rewarded for shopping with you. This feature is turned on in the Customer Menu (Customers>Rewards Manager). Continue reading

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Important: What You Should Know about Recent Update Patches

There are 2 patches I want to discuss – QuickBooks (Pro/Premier/Enterprise) 2011 R8 and Point of Sale V10 R10. Continue reading

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Make Changes to Items Faster in POS

QuickBooks came out with their Add/Edit Multiple List Entries in 2010, but POS has had a List Edit for Items for many years. It’s a favorite feature of mine when clients are either first setting up their inventory or have a lot of changes to make to their inventory. The beauty of this feature is that you can go right down the line to edit without having to double-click on each individual item, select your tab and then enter. An edit I find many of my clients frequently make is entering the barcode/UPC. As you can imagine, this can save quite a bit of time! Continue reading

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Printing Tags for Multiple Units of Measure in Point of Sale

I wrote previously about using Multiple Units of Measure and how it can simplify your Items list and make receiving and ordering simpler. However, printing the tags for those different units of measure is not so simple. POS will print just the default selling unit of measure. So what do you do?
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Using Multiple Units of Measure in Point of Sale

A great feature in QuickBooks Point of Sale is Multiple Units of Measure. This can keep your Items list more manageable, simplify data entry, and reports can be more meaningful. Here’s how it works. Let’s say you sell light bulbs – individually, in packs of 3, or packs of 12. Without multiple units of measure, you would need 3 different items in your Items list – one for the individual, one for the pack of 3, and one for the pack of 12. But you have to buy by the case, which contains 48. So, you if you ordered 5 cases (240 widgets), how would you receive it into inventory? Do you receive them all into the individual or do you break it out between the different selling units? What happens if you don’t allocate the way you end up selling them? As you can see, this can be confusing and very cumbersome. And, relying on someone to calculate how many to order or receive might have some problems as well. Continue reading

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