Introduction to QuickBooks Point of Sale

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• Introduction to QuickBooks Point of Sale
• Instructor Tom Ruscitti

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Welcome!

• Thank you for attending.
• Goals of this program
• Provide you with training QuickBooks Point of
  Sale 101
• What does it do? How does it work?
• Learn through demonstrations, interactive QA
• Software kits try it at home!
• Bring up important questions to consider when
  evaluating QuickBooks Point of Sale with a client

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What is QuickBooks Point of Sale?

• A Point of Sale solution in a box, from the
  makers of QuickBooks
• Software that allows retailers to manage their
  mission-critical activities for 1-10 stores and
  up to 10 stations per store.
• 30 Days of Free Support, Learning Center with
  video tutorials
• Hardware components sold in a bundle or a la
  carte
• Receipt Printer
• Bar Code Scanner
• Cash Drawer
• Credit Card Reader
• Optional Pole Display, Tag Printer, PIN pad,
  Physical Inventory Scanner
• Credit debit card processing, supplies, and
  support options also available

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One Solution, One Decision
Hardware and Software Guaranteed to Work Together
Optional additional hardware products available
directly from Intuit
Entire retail solution in one box (PC, monitor
not included)
Note Does not include PC or PC monitor. The
QuickBooks Point of Sale Solution for Retailers
comes with a two year Hardware Component
Manufacturers Limited Warranty, and Intuit
Limited Warranty of Inter-operability and a
60-day Money Back Satisfaction Limited Warranty.
See http//www.quickbookspos.com for the full
warranty. Representative images only actual
products may vary.
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Retailer Challenges
Mission Critical Activities
Accept Payments
Manage Inventory
Manage Customers

• Cash
• Check
• Credit card
• Track sales tax

• Count inventory
• Order inventory
• Sell inventory
• Decrement inventory

• Track sales
• Track data

Require constant attention - change with EACH
customer and EACH transaction
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What does QuickBooks POS do?
QuickBooks Point of Sale helps retailers make
smarter decisions by providing a solution that
addresses all three critical retailer activities.
QuickBooks Point of Sale Retail Management
Solution

• 3 Critical Activities
• Accept Payments
• Manage Inventory
• Manage Customers

• One solution, one decision for critical retailer
  needshardware and software to handle payment,
  inventory, and customers
• Provides retailers with essential insights and
  information to improve their businessand manage
  their customer relationships and inventory

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Critical Activity 1 Accept Payments
Product demonstration Fast, easy checkout no
computer expertise required

• Ring up sales as easily as a cash register
• Speed through check-out with bar coded
  scanningor simply key in an item
• Integrated credit card processing with QuickBooks
  POS Merchant Account Services no double entry
• Instantly update inventory with every sale or
  return

QuickBooks POS Merchant Service is optional.
Application approval, fees and additional terms
and conditions apply. Details available at
www.quickbooksms.com/posms. Terms, conditions,
pricing, features and service options subject to
change without notice.
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Critical Activity 2 Manage Inventory
Managing Inventory Sell more with the right
product at the right time

• Update inventory real time with every
  transaction
• Track best and worst sellers
• Know when to order more or when to lower price
• Combine individual items into assemblies (bundled
  pricing)
• Enter as many items as you need

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Critical Activity 2 Manage Inventory
Managing Inventory Sell more with the right
product at the right time
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Critical Activity 3 Manage Customers
Managing Customers Know customers better so they
stay customers

• Capture customer contact information so you can
  send announcements about upcoming sales, events,
  new product, etc.
• Better understand the purchasing habits of each
  individual customer so you can make purchase
  recommendations or process returns quickly
• Track layaways and sales orders in order to
  create more ways to meet unique customer needs

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Critical Activity 3 Manage Customers
Managing Customers Know customers better so they
stay customers

• Capture customer contact information so you can
  send announcements about upcoming sales, events,
  new product, etc.
• Better understand the purchasing habits of each
  individual customer so you can make purchase
  recommendations or process returns quickly
• Track layaways and sales orders in order to
  create more ways to meet unique customer needs

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Automatically updates QuickBooks
Send sales information from your shop counter to
your back office in one click.

• Many retailers have to manually enter ECR or POS
  data into their financial software.
• One-click integration with QuickBooks Financial
  Software easily shares sales, customer and vendor
  information to help save time and improve your
  data accuracy.
• Setup connection with QuickBooks financial
  software easily through the step-by-step
  Connection Wizard and double check your
  information exchanges with Integration Summary
  Pages.

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Easy to install

• Setup Interview for step-by-step
  self-installation
• Intuitive screens guide and prompt user
• Do it yourself save big on consultant fees
• Create customized user privileges for security
  reasons

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Easy to learn

• Sample Data in Practice Mode Help Employees to
  Learn
• Easy-to-Follow Videos Cover the Basics

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Easy to use
Home Page Screen
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Less than half the price retailers expect to pay

• Priced for small business retailers

• 1,499 for QuickBooks Point of Sale Basic
  Solution
• QuickBooks Point of Sale Basic Software
• Receipt Printer
• Cash Drawer
• Bar Code Scanner
• Credit Card Swipe
• 799 for QuickBooks Point of Sale Basic
  Software
• a la carte hardware peripherals also available
  directly from Intuit

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Easy to find
Easy to purchase

• Only POS software product available in office
  supply stores
• CompUSA, SAMS CLUB, Staples, OfficeMax, Costco,
  Office Depot.com, and Amazon.com
• Direct from Intuit
• By phone [phone]
• Through the Web www.quickbooks.com
• From Intuit Professional Accounting Solutions
  members
• www.qbadvisor.com/advice
• Through Dell and other VARs such as CDW.

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Who buys QuickBooks Point of Sale?

• Typically either beginning to get established
  or growing and expanding (40 are in their
  first year of business)
• Retailers with up to 10 stores
• Retailers who need to track a large number of SKUs

Over 40,000 independent retailers already use
QuickBooks Point of Sale
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QuickBooks POS is a good fit for

• accessories
• apparel shoes
• appliances
• books
• camera
• catalogue mail order
• sporting goods
• housewares
• computers electronics
• floor covering
• music video
• musical instruments
• hardware

• luggage leather
• lumber building
• museum gallery
• craft stores (scrapbooking, knitting)
• furniture home furnishings
• sewing fabric
• gift souvenir
• game hobby
• nursery garden
• optical
• paint wallpaper
• stationery

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QuickBooks POS is not recommended for

• Non-physical retail stores (i.e. Web-commerce
  only stores)
• Retailers with more than 10 locations
• Grocery or convenience stores
• Liquor stores
• Gas stations
• Full service restaurants or bars

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How is my store doing?
Product demonstration Customizable dashboard
tells you how youre doing at a glance

• Decide what information is helpful to you and
  access it instantly on one screen
• Check in every so often to measure progress and
  double-click when you want to know more.

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How is my store doing? (contd)
Product demonstration Knowledge is power! The
Enhanced Report Center helps you make informed
business decisions.

• Cut the time you spend on paperwork - Quickly run
  reports on your stores sales, inventory,
  customers, and vendors to give you the big
  picture and help you make better decisions.
• What are my best/worst selling items?
• Who are my top customers?
• Which hours and days bring in the most sales?

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How is my store doing? (contd)
Lets take a look at the Report Center
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How is my store doing? (contd)
Lets take a look at the Report Center
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Managing multiple stores
Product demonstration Keep tabs on up to ten
stores with the daily Store Exchange feature

• Manage up to 10 stores from a single office!
  (each store and each workstation within a store
  must purchase their own copy of POS Pro
  Multi-Store)
• You can track and manage inventory data across
  stores and transfer inventory between stores. All
  stores are kept up-to-date with current
  information and can view inventories at other
  stores.

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Documents that fit your needs
Product demonstration Customize your tags,
forms, and receipts.

• New Document Designer allows you to use pre-made
  templates or customize your own design for price
  tags, reports, orders, and receipts.
• Customized gift cards available

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Documents that fit your needs
Product demonstration Customize your tags,
forms, and receipts.

• New Document Designer allows you to use pre-made
  templates or customize your own design for price
  tags, reports, orders, and receipts.
• Customized gift cards available

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Keeping sensitive data safe
Product demonstration Security settings make it
easy to manage access to sensitive tasks and data

• Security settings put you in control of which
  employees can access your sensitive information
  and tasks.
• Assign one of four security levels to each user.

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Tools to help you support your clients

• Learn more by exploring the program
• Order free trials and brochures at the SBDC
  Landing Page today (http//www.qbsbdc.com)
• Receive a copy of the full product in late 2005
  in the QuickBooks Software Kit for SBDCs
• Connect with a local Retail Solutions Provider or
  POS-certified ProAdvisor email Tom Ruscitti
• Questions? Contact us directly
  Thomas_Ruscitti_at_intuit.com
• Coming soon Point of Sale Training in a Box
• Classroom site licenses
• More webinars tell your friends!

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QA