One Solution, One Decision

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  • One Solution, One Decision

    1. 1. Introduction to QuickBooks Point of Sale Instructor: Tom Ruscitti
    2. 2. Welcome! <ul><li>Thank you for attending. </li></ul><ul><li>Goals of this program… </li></ul><ul><li>Provide you with training: QuickBooks Point of Sale 101 </li></ul><ul><li>What does it do? How does it work? </li></ul><ul><li>Learn through demonstrations, interactive Q&A </li></ul><ul><li>Software kits: try it at home! </li></ul><ul><li>Bring up important questions to consider when evaluating QuickBooks Point of Sale with a client </li></ul>
    3. 3. What is QuickBooks Point of Sale? <ul><li>A Point of Sale solution “in a box ”, from the makers of QuickBooks </li></ul><ul><li>Software that allows retailers to manage their mission-critical activities for 1-10 stores and up to 10 stations per store. </li></ul><ul><li>30 Days of Free Support, Learning Center with video tutorials </li></ul><ul><li>Hardware components sold in a bundle or a la carte </li></ul><ul><ul><li>Receipt Printer </li></ul></ul><ul><ul><li>Bar Code Scanner </li></ul></ul><ul><ul><li>Cash Drawer </li></ul></ul><ul><ul><li>Credit Card Reader </li></ul></ul><ul><ul><li>Optional: Pole Display, Tag Printer, PIN pad, Physical Inventory Scanner </li></ul></ul><ul><li>Credit & debit card processing, supplies, and support options also available </li></ul>
    4. 4. 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)
    5. 5. Require constant attention - change with EACH customer and EACH transaction Accept Payments <ul><li>Cash </li></ul><ul><li>Check </li></ul><ul><li>Credit card </li></ul><ul><li>Track sales tax </li></ul>Manage Inventory <ul><li>Count inventory </li></ul><ul><li>Order inventory </li></ul><ul><li>Sell inventory </li></ul><ul><li>Decrement inventory </li></ul>Mission Critical Activities Manage Customers <ul><li>Track sales </li></ul><ul><li>Track data </li></ul>Retailer Challenges
    6. 6. What does QuickBooks POS do? <ul><li>One solution, one decision for critical retailer needs—hardware and software to handle payment, inventory, and customers </li></ul><ul><li>Provides retailers with essential insights and information to improve their business—and manage their customer relationships and inventory </li></ul>QuickBooks Point of Sale helps retailers make smarter decisions by providing a solution that addresses all three critical retailer activities. <ul><li>3 Critical Activities </li></ul><ul><ul><li>Accept Payments </li></ul></ul><ul><ul><li>Manage Inventory </li></ul></ul><ul><ul><li>Manage Customers </li></ul></ul>QuickBooks Point of Sale Retail Management Solution
    7. 7. Critical Activity #1: Accept Payments Product demonstration: Fast, easy checkout… no computer expertise required <ul><li>Ring up sales as easily as a cash register </li></ul><ul><li>Speed through check-out with bar coded scanning—or simply key in an item </li></ul><ul><li>Integrated credit card processing with QuickBooks POS Merchant Account Services* – no double entry </li></ul><ul><li>Instantly update inventory with every sale or return </li></ul>* 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.
    8. 8. Critical Activity #2: Manage Inventory <ul><li>Update inventory real time with every transaction </li></ul><ul><li>Track best and worst sellers </li></ul><ul><li>Know when to order more or when to lower price </li></ul><ul><li>Combine individual items into assemblies (bundled pricing) </li></ul><ul><li>Enter as many items as you need </li></ul>Managing Inventory: Sell more with the right product at the right time
    9. 9. Critical Activity #2: Manage Inventory Managing Inventory: Sell more with the right product at the right time
    10. 10. Critical Activity #3: Manage Customers Managing Customers: Know customers better so they stay customers <ul><li>Capture customer contact information so you can send announcements about upcoming sales, events, new product, etc. </li></ul><ul><li>Better understand the purchasing habits of each individual customer so you can make purchase recommendations or process returns quickly </li></ul><ul><li>Track layaways and sales orders in order to create more ways to meet unique customer needs </li></ul>
    11. 11. Critical Activity #3: Manage Customers Managing Customers: Know customers better so they stay customers <ul><li>Capture customer contact information so you can send announcements about upcoming sales, events, new product, etc. </li></ul><ul><li>Better understand the purchasing habits of each individual customer so you can make purchase recommendations or process returns quickly </li></ul><ul><li>Track layaways and sales orders in order to create more ways to meet unique customer needs </li></ul>
    12. 12. Automatically updates QuickBooks Send sales information from your shop counter to your back office in one click. <ul><li>Many retailers have to manually enter ECR or POS data into their financial software. </li></ul><ul><li>One-click integration with QuickBooks Financial Software easily shares sales, customer and vendor information to help save time and improve your data accuracy. </li></ul><ul><li>Setup connection with QuickBooks financial software easily through the step-by-step Connection Wizard and double check your information exchanges with Integration Summary Pages. </li></ul>
    13. 13. Easy to install <ul><li>Setup Interview for step-by-step self-installation </li></ul><ul><li>Intuitive screens guide and prompt user </li></ul><ul><li>Do it yourself – save big on consultant fees </li></ul><ul><li>Create customized user privileges for security reasons </li></ul>
    14. 14. E asy to learn <ul><li>Sample Data in Practice Mode Help Employees to Learn </li></ul><ul><li>Easy-to-Follow Videos Cover the Basics </li></ul>
    15. 15. Easy to use Home Page Screen
    16. 16. Less than half the price retailers expect to pay <ul><li>Priced for small business retailers </li></ul><ul><li>$1,499 for QuickBooks Point of Sale: Basic Solution </li></ul><ul><ul><li>QuickBooks Point of Sale: Basic Software </li></ul></ul><ul><ul><li>Receipt Printer </li></ul></ul><ul><ul><li>Cash Drawer </li></ul></ul><ul><ul><li>Bar Code Scanner </li></ul></ul><ul><ul><li>Credit Card Swipe </li></ul></ul><ul><li>$799 for QuickBooks Point of Sale: Basic Software </li></ul><ul><li>“ a la carte” hardware peripherals also available directly from Intuit </li></ul>
    17. 17. Easy to find <ul><li>Only POS software product available in office supply stores </li></ul><ul><ul><li>CompUSA, SAM’S CLUB™, Staples, OfficeMax, Costco, Office Depot™.com, and Amazon.com </li></ul></ul><ul><li>Direct from Intuit </li></ul><ul><ul><li>By phone: 1-866-379-6636 </li></ul></ul><ul><ul><li>Through the Web: www.quickbooks.com </li></ul></ul><ul><li>From Intuit Professional Accounting Solutions members </li></ul><ul><ul><li>www.qbadvisor.com/advice </li></ul></ul><ul><li>Through Dell and other VARs such as CDW. </li></ul>Easy to purchase
    18. 18. <ul><li>Typically either “beginning to get established” or “growing and expanding” (40% are in their first year of business) </li></ul><ul><li>Retailers with up to 10 stores </li></ul><ul><li>Retailers who need to track a large number of SKUs </li></ul>Who buys QuickBooks Point of Sale? Over 40 ,000 independent retailers already use QuickBooks Point of Sale
    19. 19. <ul><ul><ul><li>accessories </li></ul></ul></ul><ul><ul><ul><li>apparel & shoes </li></ul></ul></ul><ul><ul><ul><li>appliances </li></ul></ul></ul><ul><ul><ul><li>books </li></ul></ul></ul><ul><ul><ul><li>camera </li></ul></ul></ul><ul><ul><ul><li>catalogue & mail order </li></ul></ul></ul><ul><ul><ul><li>sporting goods </li></ul></ul></ul><ul><ul><ul><li>housewares </li></ul></ul></ul><ul><ul><ul><li>computers & electronics </li></ul></ul></ul><ul><ul><ul><li>floor covering </li></ul></ul></ul><ul><ul><ul><li>music & video </li></ul></ul></ul><ul><ul><ul><li>musical instruments </li></ul></ul></ul><ul><ul><ul><li>hardware </li></ul></ul></ul>QuickBooks POS is a good fit for… <ul><ul><ul><li>luggage & leather </li></ul></ul></ul><ul><ul><ul><li>lumber & building </li></ul></ul></ul><ul><ul><ul><li>museum & gallery </li></ul></ul></ul><ul><ul><ul><li>craft stores (scrapbooking, knitting) </li></ul></ul></ul><ul><ul><ul><li>furniture & home furnishings </li></ul></ul></ul><ul><ul><ul><li>s ewing & fabric </li></ul></ul></ul><ul><ul><ul><li>gift & souvenir </li></ul></ul></ul><ul><ul><ul><li>game & hobby </li></ul></ul></ul><ul><ul><ul><li>nursery & garden </li></ul></ul></ul><ul><ul><ul><li>optical </li></ul></ul></ul><ul><ul><ul><li>paint & wallpaper </li></ul></ul></ul><ul><ul><ul><li>stationery </li></ul></ul></ul>
    20. 20. QuickBooks POS is not recommended for… <ul><ul><ul><li>Non-physical retail stores ( i.e. Web-commerce only stores ) </li></ul></ul></ul><ul><ul><ul><li>R etailers with more than 10 locations </li></ul></ul></ul><ul><ul><ul><li>Grocery or convenience stores </li></ul></ul></ul><ul><ul><ul><li>Liquor stores </li></ul></ul></ul><ul><ul><ul><li>Gas stations </li></ul></ul></ul><ul><ul><ul><li>Full service restaurants or bars </li></ul></ul></ul>
    21. 21. How is my store doing? Product demonstration: Customizable dashboard tells you how you’re doing at a glance <ul><li>Decide what information is helpful to you and access it instantly on one screen </li></ul><ul><li>Check in every so often to measure progress… and double-click when you want to know more. </li></ul>
    22. 22. How is my store doing? (cont’d) Product demonstration: Knowledge is power! The Enhanced Report Center helps you make informed business decisions. <ul><li>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. </li></ul><ul><ul><li>What are my best/worst selling items? </li></ul></ul><ul><ul><li>Who are my top customers? </li></ul></ul><ul><ul><li>Which hours and days bring in the most sales? </li></ul></ul>
    23. 23. How is my store doing? (cont’d) Let’s take a look at the Report Center
    24. 24. How is my store doing? (cont’d) Let’s take a look at the Report Center
    25. 25. Managing multiple stores Product demonstration: Keep tabs on up to ten stores with the daily Store Exchange feature <ul><li>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) </li></ul><ul><li>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. </li></ul>
    26. 26. Documents that fit your needs Product demonstration: Customize your tags, forms, and receipts. <ul><li>New Document Designer allows you to use pre-made templates or customize your own design for price tags, reports, orders, and receipts. </li></ul><ul><li>Customized gift cards available </li></ul>
    27. 27. Documents that fit your needs Product demonstration: Customize your tags, forms, and receipts. <ul><li>New Document Designer allows you to use pre-made templates or customize your own design for price tags, reports, orders, and receipts. </li></ul><ul><li>Customized gift cards available </li></ul>
    28. 28. Keeping sensitive data safe Product demonstration: Security settings make it easy to manage access to sensitive tasks and data <ul><li>Security settings put you in control of which employees can access your sensitive information and tasks. </li></ul><ul><li>Assign one of four security levels to each user. </li></ul>
    29. 29. Tools to help you support your clients <ul><li>Learn more by exploring the program: </li></ul><ul><ul><li>Order free trials and brochures at the SBDC Landing Page today ( http://www.q bsbdc.com ) </li></ul></ul><ul><ul><li>R eceive a copy of the full product in late 2005 in the QuickBooks Software Kit for SBDCs </li></ul></ul><ul><li>Connect with a local Retail Solutions Provider or POS-certified ProAdvisor – email Tom Ruscitti </li></ul><ul><li>Questions? Contact us directly: Thomas_Ruscitti@ intuit.com </li></ul><ul><li>Coming soon… Point of Sale Training in a Box </li></ul><ul><li>Classroom site licenses </li></ul><ul><li>More webinars… tell your friends! </li></ul>
    30. 30. Q&A

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