What should I know before switching from QB POS to Shopify POS?

TresaM
Excursionist
41 0 42

Things I wish I had known when I was doing the switch from QB POS to Shopify POS. I am coming at this from a standpoint of wasted time.  It is not that I regret the switch.  

1. There is conflicting information on how to handle issues when searching Shopify help.  For a while I thought I was tripping.  I would follow instructions available in one area of Shopify Help and it would not solve the issues.  Then, I'd see another solution, etc.  Finally, we had a meeting with 2 other tech people to help us overcome a few issues.  They both agreed there is conflicting information.  So, we had to go the trial and error route to find a solutions.   

2. There are no accurate QB migration videos available for multi-store locations. 

3. There are no thorough staff training videos.  One on one staff training from the beginning.

4. I would have mapped my locations while on the phone with Shopify.  The expectation that I would should know store 2 = Qty 1 and store 3 = Qty 2, store 4 = Qty 3 still baffles me.  Also, we added a store location that did not have inventory assigned.  We should have done that after the QB migration because you cannot have a location without inventory (it adds inventory to that location anyway). 

5. Rather than keeping online store and POS separate (as suggested by Shopify), I should have taken the extra time to go into online store, add other locations and update inventory counts. 

6. Duplicate products appear randomly.  I was told entering the barcode in the SKU causes an error message.  Not consistently.  

 

We go live tomorrow.... 

Buy Quartz Direct From The Mine
Replies 2 (2)

ZainManji
Shopify Partner
58 0 55

Thanks for sharing this.

 

One other thing for merchants to consider if switching over from Quickbooks is with regards to "charge on accounts". This app can help with this: https://apps.shopify.com/credit-charge-account-on-pos

 

Here is also another resource on Shopify POS and a walkthrough of performing charges on account: https://docs.google.com/document/d/1B2s6c3vDMzQDbFOQTO6J-fHJAfXOrx2WuoUFMYWpCrw/edit

 

As well, for merchants who currently sell products in fractional quantities or by weight in Quickbooks, this app helps you accomplish it in Shopify POS: https://apps.shopify.com/pos-fractional-quantities

TresaM
Excursionist
41 0 42

Going live went great.  Only issue, there was a hiccup with one of 6 cc readers that would not charge.  Other than that, the fact there is not a good training video nor training mode for employees to practice ringing up sales caused a few employees to have anxiety.   

Buy Quartz Direct From The Mine