Here's a high-level overview to get started using Front Systems:
- Step 1: Invitation to Front Systems Portal
- Step 2: Set up product groups
- Step 3: Sizes
- Step 4: Master data
- Step 5: Hardware & Front Systems POS setup
Step 1: Invitation to Front Systems Portal
If you've received an invitation to Portal (backoffice) and need to register yourself, follow these steps:
- Open the invitation email and click on the registration link.
- Fill out all the necessary fields and submit the registration form.
- Explore our Portal and familiarize yourself with the content and functionalities available.
Step 2: Set up product groups
Setting up product groups helps organize inventory, streamline sales transactions and generate reports to make data-driven decisions.
Here's how product groups typically reflect in Front Systems POS and Reports:
Product groups created in Portal ➡️ Synced with POS ➡️ Used for transactions ➡️ Analyzed in Reports
POS:
- Product groups created in Portal are synchronized with the POS to ensure consistency in inventory management and sales operations.
- In the POS interface, products can be listed according to their assigned groups, making it easier for staff to find and select items during transactions.
Reports:
Product groups are essential for generating various reports that provide insights into sales performance, inventory management, and overall business operations.
For example:
- Sales Reports: This allows businesses to identify top-selling groups, assess the effectiveness of marketing campaign and make informed decisions about pricing and product assortment.
- Stock Reports: Groups help categorize and summarize inventory levels, enabling businesses to monitor stock levels, identify slow-moving items, and optimize inventory management strategies.
View help article on Product groups
Step 3: Sizes
A clear and comprehensive size matrix can streamline the transition, and facilitate efficient inventory management.
For any other size system, compile a list of size requirements and reach out to your Customer Success Manager for further assistance.
In Portal, you can create and manage Unidimensional size systems.
View help article on Unidimensional size systems
Step 4: Master data
By ensuring that master data is in place before going live with a retail POS system, you can minimize disruptions and ensure a smooth transition.
Here's a concise checklist to ensure master data readiness:
- Product Information: Complete and accurate product names, descriptions, prices, sizes and such.
- Customer Details: Gather customer information including names, contact details, and any loyalty program data.
- Inventory Management: Establish accurate stock levels.
- Sales Setup: Define sales tax rates, payment methods, applicable discounts or promotions and such.
Step 5: Hardware & Front Systems POS setup
Hardware setup and configuration:
- Install and configure all POS hardware components, including terminals, barcode scanners, receipt printers, cash drawers, and any additional peripherals.
- Ensure that all hardware devices are connected correctly and powered on.
Software installation and configuration
- Install the Front Systems POS app.
- Configure the software settings according to your business requirements, including tax rates, payment methods, user permissions, and receipt text.
View help article on Install Front Systems POS
View help article on Add employees to Front Systems POS
View help article on Manage text on receipts