Saturday, August 29, 2020

Staff Management & Multi-Store

EPOS staff and multisite

 

Why are these two together?

 

Because EPOS staff management is fundamentally about permissions, and determining the hierarchy of who can view what.

 



Most systems have a log of who worked which day; and often there’s a clock-in clock-out option available so you can log who worked which times without dispute. There’s often limited features around the staff rota and calendar in better systems, but if you want things like “rota swapping”, you’d need HR software such as Deputy.

 

Most systems will also have basic differentiation around permissions right down to some free software. In particular, you can limit what staff members can access your reporting set-up, including financial data. Multi-store systems are generally on the more complex end for obvious reasons; but expect a greater level of difference between the reporting screens here (usually accessible via online login) and the front-of-house, which will be downloadable apps for your tablet-based tills.

 

Read chapter 4: multisite and staff.

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Multisite & Staff Permissions Features Software level required

Different staff views & permission levels (rigid / flexible) basic - enterprise

Clock in / clock out by... card swipe basic +

Clock in / clock out by... fob basic +

Clock in / clock out by... profile / PIN basic +

Roster planning sophisticated / enterprise

Staff training basic - enterprise

Multisite in reporting mid-level +

Multisite in inventory mid-level +

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Chapter 5: E-commerce and Marketing

 

Marketing & E-commerce

 

If you have an e-commerce store, you’ll need an e-commerce platform. You can think of this as a software which is as broad as Epos systems  in its scope, but is for online rather than in-store.

 

Some software, such as airpos, or Vend, have their own e-commerce options. Usually these are available for a price. Alternatively, you can sometimes integrate your stock and reporting functions across another e-commerce platform, which you’d buy separately.

 

There’s a discrete set of software which we’d usually use for marketing. That’s email marketing software, such as MailChimp. Most POS software gives you the option to send customers their receipts, and you can integrate this with your outgoing emails to customers.

 

Read chapter 5: multisite and e-commerce. (We also have a chapter in our payment guide dedicated to online payment processing.)

 

 

 

 

Marketing & Loyalty Function Level of System Required

Loyalty Cards basic +

Gift Cards basic +

Per £ spent discount basic +

Per purchase discount basic +

Buy X get Y free mid-level +

Customer accounts mid-level +

Favourite products sophisticated / enterprise

Visit tracking sophisticated / enterprise

Link to email marketing mid-level +

Email receipts basic +

Custom receipt layouts basic +

E-commerce module mid-level +

.Chapter 6: Integrations

C6 EPOS integrations

 

Integrations is when two softwares talk to each other. Most significantly, it might mean that your e-commerce software and your EPOS are integrated – that would mean they both pulled from the same inventory figures and that they shared data. Or you might choose to integrate your accounting software and your EPOS – that would mean your accounting software is constantly updating with new sales figures.

 

This is where we move from individual pieces of software to a software ecosystem.

 

Read chapter 6 – integrations.

Marketing & Loyalty Function Level of System Required

Loyalty Cards basic +

Gift Cards basic +

Per £ spent discount basic +

Per purchase discount basic +

Buy X get Y free mid-level +

Customer accounts mid-level +

Favourite products sophisticated / enterprise

Visit tracking sophisticated / enterprise

Link to email marketing mid-level +

Email receipts basic +

Custom receipt layouts basic +

E-commerce module mid-level +

source:https://www.wikipedia.org/

 

Thursday, August 27, 2020

What does EPOS software do?


 

The simplest answer to answering “what is an EPOS system?” is to give a list of the things the software can do.

 

An important note – there’s a blurry edge to what an EPOS can do, because software can be programmed to do *anything.* We’d also recommend you use cloud software, for reasons unpacked in this article.

 

Here’s a list of some of the features you might need for your business. If you’re about to buy, we’d recommend going through this with a pen and paper, and writing down what you think you’ll need in these features – then ask us for the right system on the phone.

 

 

Chapter 1: Front of House

 

 

At the front-of-house, EPOS software in Uk  such as SelectedEpos is designed so that you press buttons and sell items.

 

With EPOS software, you should be able to easily “return items” and ring through discounts. You might need your software to “translate” between your output (e.g. quiche) and your input (e.g. eggs) via recipe creation, which means your EPOS will continue deducting items from your inventory when you’re selling things in different formats to how you bought them. If you sell items by weight, look out for software which is capable of handling the input/output mismatch.

 

The toughest demands of an EPOS system on the front-end generally come from the kind of places which have table service. Here, EPOS systems which are set up to handle table service generally have a map of tables which is visible on-screen. You might need “courses” which send through tickets to your kitchen printers with a delay instruction; or which send each part of the docket to a different kitchen workstation. You may then need to override course defaults as people ask for starters as mains. You’re likely to want modifiers such as “gluten free” to be clearly labelled so they can’t be overlooked by the kitchen. There’s also things like “mixed tenders” (cash and card) which cheaper POS software finds difficult; and the stitching of complex journeys from the bar, to a table, and perhaps pushing two tables together.  

 

 

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Feature name EPOS provider level

Product Library Very Basic

Product Categories Very Basic

Product Modifier/Variant Basic

Product search by SKU or barcode Basic

Discount by percentage Basic

Stock availability checks Basic

Invoicing Basic

Easy refunds Basic

Sell products by weight Intermediate

Front-end product creation Intermediate

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Feature EPOS provider required

Touch button to sell Very Basic

Product Categories Very Basic

Product Library Very Basic

Product Modifier/Variant Basic

Order notes Basic

Clear allergen labelling Basic

Order routed to kitchen printer Basic

Product Search by SKU or barcode Basic

Tip Management Intermediate

Cash Management Intermediate

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Chapter 2: Reporting

 

chapter 2: reporting

 

The “reporting” functions are designed to help you analyse your business. Read chapter 2: reporting.

 

Reporting can get really interesting – so it depends how nerdy you want to get about what’s making your business successful. Every EPOS, including “freepos” software, should show you a simple log of what products you’ve sold and when. That said, you might find the cheaper software flexible with how it presents the reports, and it won’t break down what factors affect your product performance. Better software will.

 

Let’s take a look at those factors. The most important lens through which software can report your performance is the sales data of the business. That means, in addition to price scheduling, it needs to be able to dig into how the price scheduling affects individual performance of individual items so that you can determine how profitable the sales are.

 

Equally, time of day obviously affects your business – but to what extent? How late would it be profitable to stay open for is the kind of question you can answer with a good EPOS system; and how peak is “peak”, really? When will you need extra staff based on the last time this festival was in town, last year? What kind of surge did you experience?

 

 

Reporting features Level of software you required

Sales by... product basic +

Sales by... custom category (e.g. brand) basic +

Sales by... employee mid-level +

Sales by... time of day mid-level +

Sales by... area/table/shelf sophisticated / enterprise

Rigid timeframes very basic +

Flexible timeframes mid-level +

Throughput analysis sophisticated / enterprise

Comparison (month on month) basic +

CSV export very basic +

budgeting tools sophisticated / enterprise

smart suggestions sophisticated / enterprise

Aggregated reporting Integrate with analytics software

 

 

 

 

Chapter 3: Inventory Management

 

Chapter 3: Inventory Management

 

If you have an inventory, you’ll need inventory management. The basic Freepos systems include a “count” of how many simple items you have sold, and how many items you have left in your inventory. Read chapter 3: inventory management.

 

At its most basic, it should be able to tell a front-of-house staff member whether something is “in stock” or not.

 

You’ll need a slightly better system to handle inventory mapping, however. That should help you identify not just which items are on what shelves in your basement (essential, for anyone who’s ever had to maintain a basement)  but also, which items are available in which of your stores, or your warehouse, with staff permissions such that a staff member can redirect a customer to the other store, or request a transfer.

 

Also, a good inventory management system manages incoming stock. That could include creating a purchase order, for example, or in some cases, automatically reordering stock back to par stock level. Your system should notify you of any stock price increases – so that you can start looking for a different supplier immediately. You can sometimes schedule deliveries on a good EPOS system.

 

Then, your system should help you reduce stock shrinkage, which is basically the unexplained disappearance of stock. This will include things like making it very easy for you to make a stock count – because you can use barcode scanners for example, or because it doesn’t force you to do things like input stock automatically.

 

 

Inventory Management Feature List Level of software required

Quick and practical view of the state of your inventory Mid-level +

Import from and export to .csv / .xlsx very basic +

Product categorisation and tagging "depth" very basic - enterprise

Translation between in / out sophisticated / enterprise

Inventory Mapping mid-level +

Inventory search across stores mid-level +

E-commerce integration basic +

Create purchase order basic +

Low stock notifications mid-level +

Automatic reorder to par stock levels mid-level +

Cost of goods analysis mid-level +

Supplier management mid-level +

Stock count – manual very basic +

Stock count – scanner basic +

Stock count discrepancies report mid-level +

Constant updating (cloud) all StoreKit systems

Multisite stock transfer mid-level +

Warehouse / Logistics management integrate with vertical software

Tuesday, August 25, 2020

Point of sale systems for Restaurants & Retail

 


Technology has transformed the world of point of sales systems and tills, and nowhere is this more apparent than within the hospitality sector. When it comes to sourcing EPOS systems for  restaurant, it can be tricky to understand exactly what your business needs, especially if you haven’t opened your doors to customers yet.
At Merchant Advice Service, we assess EPOS systems on four main factors;

Security
Back office functionality
Customer profiling
Staff management

Here we look at all four elements related to POS systems for restaurants to help you decide what your business needs and to really make your EPOS system work for you.

Technology has transformed the world of point of sales systems and tills, and nowhere is this more apparent than within the hospitality sector. When it comes to sourcing restaurant POS systems, it can be tricky to understand exactly what your business needs, especially if you haven’t opened your doors to customers yet.

At Merchant Advice Service, we assess EPOS systems on four main factors;

Security
Back office functionality
Customer profiling
Staff management

Here we look at all four elements related to POS systems for restaurants to help you decide what your business needs and to really make your EPOS system work for you.

SECURITY

Restaurants can be very busy places, with numerous members of staff on site at one time. Installing a restaurant till system with restricted access for various levels of staff is vital. For example, refunds and discounts can only be issued by managing staff. Equally each team member has a unique pin code or log on card/fob, this way no unwanted hands can gain access to both funds or valuable business information.

BACK OFFICE

‘Knowledge will be your passport to wherever you want to go in the world.’
Marco Pierre White.

Having access to reports is important to running a successful restaurant or cafe. The best restaurant POS software documents everything from staff performance to the best-selling items on the menu. This enables managers and owners to make informed decisions when it comes to marketing, opening hours, staff rotas and menu changes. The beauty of having a smart back office system is that with a click of a button information can be accessed by the right people.

If the restaurant software has a clock in and out system for staff, payroll becomes easier and less time consuming. This very clever bit of software can handle all sorts of tasks, and if cloud based can be used from anywhere with an internet connection. Up to date restaurant POS system software can have the benefits of the following, saving businesses time and money.

CUSTOMERS

A smooth transaction will increase repeat custom. The best restaurant POS systems have the ability to take bookings and deposits, have a loyalty system in place and can issue refunds if the customer isn’t happy. If the EPOS can work alongside PDQ machines, this limits staff error when it comes to paying the bill. Equally some restaurant software systems can split the bill easily if customers wish to pay for items rather than splitting the overall cost with other dinners.

 

STAFF

The majority of restaurant staff would welcome a restaurant system that is easy to use and understand. Most popular POS systems for restaurants, are touch screen and very user-friendly. They can include the following features;

Staff clock in/out
Table plans and prompts
Prompts to up-sell
Reward/discounts

 

How we can help

At Merchant Advice Service, we do not believe that one size fits all. There are many elements to consider when finding the correct POS restaurant system for the business now and in the future.

Whether you are searching for a complete solution or an iPad based alternative we will aid you in finding the best POS system tailored to your restaurant at a price that’s comfortable for you.

 

 

 

EPOS systems for retail shops

 EPOS systems uk for retail stores have developed significantly in recent years, and are now sophisticated enough to do more than simply process customer payments. Understanding the new technological features involved in retail POS can help businesses find the best point of sale system for to suit its needs which will, in turn, help increase profit margins, efficiency and accuracy with stock control.

At Merchant Advice Service, we specialise in finding EPOS systems to suit a variety of retail business needs. We work closely with business owners and managers to find the right solution based on your immediate and long-term business plan to ensure you have the best deal possible. Whether you are searching for a more complex retail POS system for a big business or want to know what’s the best POS system for a small retail business our experts are at hand to give expert advice so you can make the right decision.

The Merchant Advice Service team has experience in EPOS implementation across the following retail businesses:

Shops and boutiques

Selecting retail software that suits the way your business operates now as well as how you forecast its growth is crucial to selecting the right deal. The right retail point of sale software will largely depend on the footfall to your store, the percentage of these visits that then convert to a sale and the value of the sales. Large chains and franchises should also consider using retail EPOS software to streamline internal communication, manage stock levels across multiple stores and also plan staff timetables. Smaller shops or boutique looking to implement a retail EPOS system should consider iPad system as this may provide many of the same advantages as a complete solution without the hefty price tag. Of course, it’s not one-size fits all but these systems are often suitable pop-up shops or businesses that trade in varying locations. Either way, most shops prefer touch screen tills so that checkouts remain uncluttered and the customer experience is more positive.

Hair and beauty salons

Industry specific retail systems can go a long way towards improving the customer experience and streamlining business operations. The best retail software available to hairdressers and beauty salons work can be easily integrated with existing booking apps and websites, so adding an EPOS system should cause minimal disruption. The implementation of an EPOS system means clients will be able to arrange appointments without picking up the phone. For hairdressing and beauty salon businesses, EPOS systems work with diary management, and can be pre-programmed to include length and cost of treatments as well as staff working hours to help reduce risk of human error when making bookings. This, coupled with stock control management as well as payroll and back office statistics, is a breakthrough offering to the industry and could have a hugely positive impact on retailers if the right deal is selected. Why not speak to us about merchant services for your salon, we’ve put together some handy tips to help you in this area too.

Motor trade

Implementing a point of sale retail system within a business in the motor trade could set your business apart from competitors. The motor industry has largely been slow at uptake on EPOS systems, but with software available that deals with customer enquiries and back office management means introducing this to your business could really set it apart.

Some retail software systems have the ability to contact customers prior to their MOT expiring, prompting them to book an appointment. The ease of this process for the consumer from a supplier they already know and trust could create thousands of pounds worth of extra revenue, with little effort or expense.

Trade desks

EPOS systems for retail don’t just cover businesses that sell directly to the customer – we work with a number of business to business retailers too. Choosing the best POS retail system could mean a more streamlined process across operations from email invoices, generating orders, taking deposits and providing a service to other businesses that will improve brand awareness via word of mouth.

Service providers such as Jewellers

Service industries can benefit from POS systems for retail as much as product led retailers. Jewellers are a good example as, although most sell products alongside services such as valuations and repairs, both elements of the business can be inputted into a retail sales system, ensuring combined management for both areas of operations.

Cash and carry

Selling wholesale goods to businesses can be just as competitive as a consumer facing high-street store. Implementing a retail management system for stock counts and marketing purposes could not only save time and money but provide business insight you might otherwise not have access to. In large warehouses or where there’s multiple sites, reporting becomes even more important for management. Introducing retail POS system software will help streamline this process and reduce risk of human error with aspects like stock control. A cloud based retail POS can be assessed from anywhere with an internet connection – proving particularly useful for site visits and management meetings.

Regardless of the size or location of your business, our team of experts are on hand to provide free and impartial advice to ensure you make the right choice for your business needs. Get in touch for a quote, price comparison or for any questions you have around merchant services.

 

 

Retail point of sale options

To help you understand the options available a little more, here’s our guide to point of sale systems and how they best suit businesses.

IPAD and Android based systems

Cloud based POS systems for retail is best suited to pop-up shops or start-ups. It often runs using very similar software to the larger, more complex hardware available but the benefit of this solution is that the system is portable, enabling orders to be taken remotely and away from the cash register. This type of EPOS system is usually compatible with cash draws, barcode readers and printers too, making integration simple and effective.

Complete solutions

The ‘check-out’ points in shops have improved in recent years and now retail EPOS systems are more sophisticated than ever. This means customers can expect a more efficient service whilst businesses can digitalise its operations with the likes of email receipts. Retail point of sale systems allow prompts to upsell products as well as staff performance reporting and target setting to motivate employees. Stock control and orders are streamlined using an EPOS system and cashing up also becomes easier for till systems and general processing.

Industry specific solutions

Running a booking system alongside an EPOS system can sometimes complicate processes. Merchant Advice Service has software available for businesses that provide a combined package, helping to streamline operations by integrating with apps and websites. There’s also cloud based and mobile options available to streamline further.

Customer made EPOS

The growth in EPOS technology has meant customised packages are more competitive and readily available to retailers. If you have specific business requirements that are more complicated than usual you’ll be sure to find a suitable bespoke option – you just need to know where to look. At Merchant Advice Service our programmers and developers can create custom designs for businesses based on specific needs to ensure your EPOS system works perfectly for the demands of your business.

Merchant Advice Service specialise in the following areas:

If you need help with sourcing an EPOS system get in touch and speak to our expert advisors today.

Retail computer systems
POS systems for retail
Retail management software
Retail solutions for small business
Portable retail POS
Touch screen tills

Merchant accounts for your retail business

Processing fees on merchant accounts can be small but this depends entirely on your businesses unique circumstances, as well as things like contract length. Average credit card processing fees for shops and other retail outlets can vary considerably depending on the size of your average transaction.

At Merchant Advice Service we can advise you on suitable options based on your individual needs to make sure you get the best deal possible.

Get in touch today for a no fee, no obligation quote.