Hello,
is this your first POS system? if it let us know there are lots of tips that can help you from the think tank.
make sure your sales tax rate is setup
build your inventory separate physical items from service items (in our state service items are currently tax exempt)
(You can either do this from a previous system put it into a spreadsheet and have square do it (make sure to purge all the items that are junk, not needed or straight up bad) or you can do input the spreadsheet) You will also have to create categories for these items and assign them and configure inventory management
you may at this time choose to setup discounts - employee, damaged merch etc
return policy warranty policy
linking social media to it and websites
set up your payment types cash , store credit, house accounts etc
set up your employees and their permissions
if you have a customer data base you may import that in (purge and clean first)
Test Transactions square does not have a training module we have asked, make sure you are a customer you will be the guinea pig you might want two guinea pig customers (i have two emails in my system for me) you will also have to refund or cancel these test transactions
Before opening:
- Cash sale
- Credit card sale
- Refund
- Exchange
- Discount
- Tax calculation
- Split payment
- Gift card
- Receipt printing
- Email receipt
Train Employees once again you will need to refund any cash or check transactions that you create for training
Practice common tasks:
- Ringing up items
- Looking up customers
- Applying discounts
- Processing returns
- Selling gift cards
- Counting the cash drawer
- Opening and closing the register
as far as online bookings and appointments I am not as versed. Hopefully someone from our think tank will chime in on that @JessPoynter @Sammie_C
@mitin @CurlyDoodle @TCSlaguna
Items I use
I use the time tracking but not payroll
I love the invoicing and the contracts ( i have asked for some feature requests that could make it even more enjoyable)
I use the online square commerce site. very easy to manage and that is where your online bookings and appointments might come in handy for you.
Daily reports are fabulous because we enter them into our accounting software. fairly clean but we do print supporting documentation for the day for some transactions.
The overview on the dashboard and the dashboard reports are great for snapshots of business health.
you get a lot in this "little, friendly system"
I am glad I use square but I learn something everyday... Good luck and welcome! have a great day
Elizabeth
Owner
www.westendflorist.com
"Filling your life with flowers since 1908."
Small, Generational, Family Business
