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 +

Showing 1 to 8 of 8 entries

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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/

 

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