A Guide to the DEAR Systems Point of Sale (POS)
The most crucial moments for your business are when customers are trying to purchase your product or service. To close that sale, the process needs to be as seamless as possible. You don’t want them to be deterred through little ease of access to payment. This is where the benefits of an effective point of sale system are really felt.
Point of sale, or POS, is the process of putting payment straight through to the pockets of the business. Forms of POS can be as simple as a cash register, card terminal, or a checkout page on a website.
Given how technology is becoming more advanced and multi-faceted, POS is not only a great way to keep payments flowing into the business, but to also collect a variety of data that can reap many benefits. Collecting data, identifying marketing trends and managing stock levels are all advantages of a more progressive POS system.
If you and your business is new to using DEAR Systems, the DEAR POS function seamlessly integrates together. Before using the DEAR POS its important to research into whether this is the right POS platform for your needs, but if you are wanting to use this system, we’re going to take you through a guide of how to use it.
Starting out
First, you’re going to sign into your account to access your POS system. When opening the register, it’s important to detail why the register has been opened. This is so that any money that goes in or comes out is backed up with a reference as to why, along with the username of who made said reference.
Once you’ve logged in, you’ll be brought to the sales screen where your products will be displayed. When a customer purchases a product, click on the respective icon which will be placed onto the POS. Separate permission levels can be set up within the main register, as well as discounts.
POS can also track levels of stock, so if a sale is attempted, the sales screen will tell you whether you have that item in stock or not.
Once the sale is complete, you can print out the receipt, or send it to the customer via email.
Setting Up
Before you start selling products, you need to make sure that your devices are set up on your register. You can add payment with either cash or card. If you’re operating on a computer or tablet, you can link your printer via USB or USB-C to print out receipts.
Your Sales
Once you’ve linked your devices, you’ll be able to track your progress with the Overview Dashboard. Here, you can see analytics such as revenue, gross profit, discounts, etc.
If you generate any offline sales, you’ll need the POS app to action these. This information will be stored and uploaded to the system once internet connection has been restored.
The Open/Close function will give you control over your register once you have linked it to your POS system. It also generates sales reports from when the till is opened until it’s closed, generating a report including data on cash management and sales history.
Whether you want to close the till at the end of the day or the end of the year, this service can be used whenever you want.
Click & Collect sales can also be generated via the DEAR POS system. Customers can order online and collect at a later time.
Click on the ‘Customers’ section for a more personal analysis on sales, showing how much each individual has spent. The tab also shows how much is owed to the business and if they have any in-store credit.
Inventory
As we mentioned before, a digital POS system allows you to keep an eye on your inventory. Stocktake keeps track of how much stock you have left, telling you if any more products need to be ordered. You can do this within the ‘Ordering’ tab. Stock Transfer helps you log the movement of your stock, whether this is to another warehouse location or a customer.
For any finalised reports, whether that be on sales, inventory or anything else; these can be found in the Reports tab
Settings
To ensure your POS system works for you, you can customise your preferences in your settings. One of the more important fields here is Customer. We recommend you set a default profile in this section, as it’s mandatory and saves you time setting up a new profile for every new customer. Other default settings include as tax rate, price tiers and whether you want to be notified that a product is out of stock before making a sale or not.
You can also adjust your accounts for when you take payment through POS, by tweaking how your cash inflow is rounded up, how your invoices will come through and any till discrepancies.
Protecting your privacy is crucial as your sales will be put through an account digitally. To change your account settings, or even heighten the security measures around your POS, the settings allow you to change your password, as well as enabling a PIN number and auto lock system.
For ease of access, you can change how products are shown on screen when using the DEAR POS system, as well as being able to change design templates for the register and emails. The ability to do so adds an aesthetic boost to your user interface.
Another useful feature that you can add is the option to schedule deliveries from your POS system. If you want to order a delivery yourself, a payment option is required, and all your card information can be added via the settings.
To see how you can complete all these stages stage, by stage, watch our video below:
For more help on how to use DEAR successfully, take a look at our YouTube channel or read more of our blogs.