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What Can POS Do for you?. Workforce Training by W. Mike Tyler. POS: Types of POS. Hotel/Motel Liquor Store Lounge/Bar Music Store Pet Store Pharmacy Pizzeria Restaurant Salon/Beauty Video Store. General Retail Auto Sound Auto Repair Book Stores Childcare Cinema Construction

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What Can POS Do for you?

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what can pos do for you

What Can POS Do for you?

Workforce Training

by W. Mike Tyler

pos types of pos
POS: Types of POS
  • Hotel/Motel
  • Liquor Store
  • Lounge/Bar
  • Music Store
  • Pet Store
  • Pharmacy
  • Pizzeria
  • Restaurant
  • Salon/Beauty
  • Video Store
  • General Retail
  • Auto Sound
  • Auto Repair
  • Book Stores
  • Childcare
  • Cinema
  • Construction
  • Fast Food
  • Food Stores
  • Gift Shops
pos features
POS: Features

Basic Functionality


pos basic functionality
POS: Basic Functionality
  • Employee Check-in / Check-out
  • Inventory Control
  • Barcode label design/printing
  • Pricing levels
  • Sales tax calculations
  • Ordering and receiving
  • Invoicing
  • Suspend/resume transaction
  • Networking / Security
  • Basic Cash Register functionality
pos check in check out
POS: Check-in / Check-out
  • Basic security
  • Sales tracking by employee
  • Monitor/control employee theft
  • Integrates with payroll (some POS)
  • Tips / Gratuities
pos inventory control
POS: Inventory Control
  • Maintains sales, costs of goods and inventory ledgers
  • Inventory depletion based on sales
  • Inventory usage forecast capability
  • Inventory depletion details report
  • Create, review, & edit purchase orders
  • Track historical inventory purchase
  • Create barcode labels from inventory
  • Inventory shopping list triggered by inventory level falling below pre-defined threshold
pos label design and printing
POS: Label Design and Printing
  • Print labels based on inventory
  • Supports label printers and PC printers
  • Use stock label paper (Avery)

Item: 280 Widget $12.95

shameless plug: www.barsnstripes.com

pos price levels
POS: Price Levels
  • Normal List price
  • Multiple sales prices
  • Employee price discount
  • Volume discount pricing
  • Good customer pricing
  • Price options presented based upon current cashier
pos sales tax calculations
POS: Sales Tax Calculations
  • Taxable / Non-taxable items
  • Tax tables (some automatically updated)
  • Hotel / Motel State/Federal Room taxes
  • Resort tax?
pos ordering and receiving
POS: Ordering and Receiving
  • Create purchase orders / track status
  • Receive products to inventory
  • Reduce over/under stocking
  • Consider Electronic Data Exchange (EDI)
pos invoicing
POS: Invoicing
  • Invoice aging allows the option of charging interest or "late charge" on over due invoices
  • The credit limit function specifies the maximum purchasing limit for an account
  • Contract pricing for different customers
  • Invoice printing and billing cycles
  • Creating quotations without affecting inventory, customer account, or cash.
pos suspend resume transactions
POS: Suspend/Resume Transactions

The ability to manage multiple customers

Check on stock

Waiting for item

Left purse in car

pos networking
POS: Networking
  • For larger stores with multiple registers
  • For multiple stores
  • Connect to accounting computer in back office
pos industry specific functionality
POS: Industry-Specific Functionality
  • A POS solution for any business
  • Restaurant / Pizzeria / Fast food
  • Liquor store
  • Pet Store
  • Artisan Business
  • Bar / Lounge
  • General Retail
  • Movie Theatre
pos seating
POS: Seating
  • Design seating layout
  • Assign wait staff to tables
  • Monitor how long a party has
    • Occupied a table
    • Ordered
    • Been served
  • Monitor employee efficiency
  • Gratuities
pos kitchen displays
POS: Kitchen Displays
  • Tells kitchen staff what to prepare
  • Multiple language support
  • Combination of hardware / networking / software
pos telephone orders takeout
POS: Telephone Orders / Takeout

Hi Mr. Smith. Do you want the usual toppings on that pizza

  • Interface with Caller ID
  • GPS for delivery status
  • GIS maps for drivers
  • Good customer prompts
pos menu building
POS: Menu Building

Ingredients database: StarChef

pos menu builder
POS: Menu Builder

Menu Item: StarChef

pos gift certificates
POS: Gift Certificates
  • Issue, track, and redeem gift certificates
  • Ensure that the redeeming gift certificate is valid.
  • Centralized gift certificate processing via Internet
pos gift cards
POS: Gift Cards
  • Swiping it through the card swipe activates the card.
  • The cashier enters the amount to add to the card
  • Consumers can use the card like cash.
  • The cashier swipes the card through the terminal and enters the sale amount.
  • Card balance is adjusted on server.
pos customer loyalty program
POS: Customer Loyalty Program
  • Repeat customer
    • Tracking
    • Pricing
    • Terms
    • Advertising
  • Personalize transactions
    • Greeting
    • Name on receipt
    • Christmas Card List
pos house accounts
POS: House Accounts
  • Run up a tab for each of your regular customers,
  • keeping track of what they’ve purchased
  • and when they purchased it.
  • A House Account is considered a payment method
pos bad check file
POS: Bad Check File
  • prevent recurring bad checks
  • Verify bad check by:
    • account number
    • driver license number
    • telephone number.
  • possibility of collection at the next sale.
pos warranty tracking
POS: Warranty Tracking
  • Since your POS system knows when an item was purchased and who purchased it, it can also store warranty information.
pos serialized inventory
POS: Serialized Inventory
  • Capture serial number data at time of sale.
  • Track warranty, returns, repair operations, etc.
  • Flag when warranty has expired
  • Great opportunity to sell warranty options
kit inventory items
Kit Inventory Items
  • 3 for $10.00
  • Buy Item A get Item B for half price.
  • Combo deal: Item A, B and C for less than their sum
  • Prices set in back office, price levels generated automatically at POS
  • POS Smart enough to recognize Combo
pos layaways
POS: Layaways
  • Payment history, balance and payment date
  • Flagged as held inventory
  • Special orders can be created for out-of-stock merchandise or special orders
  • Overdue layaways and special orders are tracked and reported
pos currency converter
POS: Currency Converter
  • Canadian$ to US$
  • Different price levels to offset currency fluctuations
pos credit card authorization
POS: Credit Card Authorization
  • CPOS replaces familiar terminal with swipe, computer, and software.




Internet **


3rd Party Software

PC Charge™**

PC Authorize™


Web Authorize™**

IntelliCharge™ **

IC Verify™

POS: Credit Card Authorization

  • Many POS software products use 3rd party software to do CC Authorization
pos ecommerce integration
POS: eCommerce Integration
  • If you operate a web store in addition to your brick and mortar store, you probably want to use the same Merchant account for both.
  • CC Authorize software
  • Online payment gateway
  • Merchant account
pos ecommerce
POS: eCommerce
  • Acquiring Bank
    • Acquiring Bank provides Internet Merchant Accounts
  • Credit Card Association
    • A financial institution that provides credit card services
  • Customer Issuing Bank
    • A financial institution, such as a bank, that provides your customer with a payment instrument
  • Internet Merchant Account
    • A special account with an Acquiring Bank that allows the merchant to accept credit cards over the Internet
  • Payment Gateway
    • A service that provides connectivity among merchants, customers and financial networks to process authorizations and payments
  • Processor
    • A large data center that processes credit card transactions and settles funds to merchants.
pos ecommerce36

Customer decides to make a purchase on the Merchant's Web site, proceeds to check-out and inputs credit card information.

The Merchant's Web site receives customer information and sends transaction information to the Payment Gateway

The Payment Gateway routes information to the Processor

The Processor sends information to the Issuing Bank of the Customer's credit card.

The Issuing Bank sends transaction result (authorization or decline) to the Processor

The Processor routes transaction result to the Payment Gateway

The Payment Gateway passes result information to the Merchant

The Merchant accepts or rejects transaction and ships goods if necessary

POS: eCommerce
pos electronic data exchange edi
POS: Electronic Data Exchange (EDI)
  • Electronic Data Interchange (EDI) - a set of standards used by many companies to automate transactions between those companies. Electronic Purchase Orders, Invoices, etc. are generally formatted according to EDI specification and wrapped in an "EDI electronic envelope" when exchanged. This allows suppliers and retailers to write a single common interface rather than have a custom interface with every customer or supplier they do business with.
pos electronic data exchange edi38
POS: Electronic Data Exchange (EDI)
  • Back-office software
  • Integration with POS
  • 3rd Party service companies (www.altova.com)
  • XML / Schema’s
pos reports
POS: Reports
  • POS allows comprehensive business reports
  • Not just Z-out
  • Snapshots
  • Transactions reports
  • Account reports
  • Inventory reports
  • Purchasing reports
  • Employee reports
  • Sales reports
pos reports transactions sales
POS: Reports: Transactions / Sales
  • Back Order Report
  • Sales Commissions Report
  • Drawer Reconciliation
  • Exceptions Report
  • Itemized Listing
  • Register Recap
  • Sales Tax Report
  • Transaction Summary Report
  • Sales Analysis Report
  • Sales History Report
pos reports account
POS: Reports: Account
  • Customer Listing
  • POS-index listing
  • Customer Detail Report
  • POS Index-detail
  • Account Aging
  • A/R Statements
  • Mailing Labels
  • Vendor Detail Report
  • Vendor Listing
  • Accounts Payable Reports
pos reports inventory
Alert Report

Bonus and Commissions Report

Cross Reference Listing

Detail Report

Inventory Evaluation Report

Inventory History Report

Inventory Status Report

On Order Report

Reconciliation Report

Pricing Labels

Price Listing

Stock Levels Report

POS: Reports: Inventory
pos reports purchasing
POS: Reports: Purchasing
  • Detail Reports
  • Purchase Orders
  • Outstanding Orders
pos reports employee
POS: Reports: Employee
  • Commission Report
  • Attendance
  • Register Reports
  • Sales by employee
pos summary
POS: Summary
  • A vertical POS software product is often written by retailers for retailers who are in a specific industry.
  • Not all POS have these all of these functions
  • Not all POS functions are listed here
  • Not all POS do the functions they do have well.
  • Some POS are easier to use than others