How to Computerize Your Business: Best Approach with goalPOS

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Computerizing a business from the scratch seems very demanding and stressful especially if not well planned. I have a first hand experience in computerizing a business and i will be posting based on my approach. Before we dive into the steps, the most important part of the steps is learning to use goalPOS app. Once you have mastered the use of goalPOS, the next is to restore your clean database or delete the test data and get your goalPOS app ready for the computerization.


Make Preparations
  1. Firstly, make arrangement for all the available receipts or invoices you used to previously make purchases or get your record books available if you have as they may carry information that may be helpful such as price, supplier, etc.
  2. Pick a paper and a pen, study your products very well and categorize them if possible.
  3. Write down the names of the categories you have classified your product (items).
  4. Make a list of your items on the paper, making sure you add all necessary information used for identifying a particular item.
  5. Restore database from the freshly backed up database before you started learning.
  6. Setup your shop information if you have not.
  7. Add your suppliers to your goalPOS
  8. Create the item categories
  9. Making use of the item list you have created on the paper, register the items on goalPOS ensuring the stock quantity is zero (0). This is how to register item. This is how to create and update an item in your inventory.
  10. Now you are done creating items in the database, the next is to schedule a day for stock count. Taking count of items can take hours, and for some, it also requires closing the store temporarily. So, the schedule is such that the counting and updating of the quantity in the inventory does not interfere with normal business activities. I am sure you would not want to count over and over again.
Physical Stock Counting

As a retailer or wholesaler, doing physical counts of inventory probably isn’t on your list of favorite things to do but taking a physical count of inventory is a must for any business owner. Keeping a close eye on the stock you have in inventory database vs. what’s actually in shelves enables you to maintain inventory accuracy, spot causes of shrinkage early, and ensure that you always have the right amount of stock at the right time. Shrinkage refers to the difference between the amount of stock that you have in database and the actual stock you have available. It’s a reduction in inventory that isn’t caused by legit sales. The common causes of shrinkage include employee theft, shoplifting, administrative errors, and supplier fraud.

Update stock quantities

After a successful stock count, next is to update the quantity of each stock in the database. At the end of this operation, your goalPOS is ready for real time selling in the shop. Read how to perform stock quantity adjustment.

Congratulations!

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