Retail Add-ons

Why and when you use it

A counter shop wins repeat customers with offers, points and gift cards, and loses money when the till does not match at night. Retail Add-ons keeps all of this next to your POS bills so the owner can see what each offer cost and what each store earned. Store managers use it daily; the owner reviews Store KPIs weekly.

Before you start

• Products with sale prices in Inventory
• Counter billing set up in Quick POS
• Retail Add-ons active (Enterprise plan)

Step by step

1. Create an offerOpen Offers & Promotions and use Add promotion. Name the offer, choose its type, pick the products / categories, set From and To dates and the stores, and enter a Budget / expected discount so you can compare it with what was actually given. The list shows Offer, Type, Products / categories, From, To, Stores and Status.
2. Set up loyaltyOpen Loyalty Program and set how customers earn and use points. Points are tied to the customer, so ask for the phone number at billing.
3. Sell and redeem gift cardsOpen Gift Cards to issue a card for a value and to check its balance when a customer pays with it.
4. Take customer ordersUse Customer Orders when an item is not on the shelf and the customer wants it kept or fetched for them.
5. Handle returns and exchangesUse Returns & Exchanges so the stock comes back and the money effect is recorded, instead of quietly swapping goods at the counter.
6. Cash up the till every nightOpen Till Cash-up at closing, count the cash in the drawer and compare it with what the bills say. Note any short or excess amount with a reason.
7. Manage stores, staff and displaysStores & Staff lists your outlets and who works where. Merchandising helps you plan displays and shelf space.
8. Review Store KPIsOpen Store KPIs to compare sales and performance between stores and over time, and to judge whether an offer paid off.
9. Check Registers Overview, Accounts and My PlanThe last tabs are shared by the industry modules. Registers Overview gives one summary of the registers in Retail Add-ons, Accounts shows the money side of the module and how it reaches your books, and My Plan confirms the module is active - it reads "Retail Add-ons Enterprise (Enterprise plan)".

Questions

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