Major Deficiencies as OnSite Customer migrating to Retail
I've never been one to post on forums, but I have found it cathartic to read through some of these as I go through this very challenging migration process from OnSite to Retail. I am so discouraged by the many things that i find are lacking in Retail. While I admit change is hard for me, it's harder when you feel as though there are very basic things missing from what should have been an upgrade!
- Rounding - Hey LightSpeed - You're a Canadian Company and you know what we don't have here? Pennies! That's right, we got rid of them in 2013. Oh right, from what I have been reading here, it's something you have been working on since they abolished them. How's that working out for you? One would think you would have been able to come up with something better than the +1 -1 penny tab in 8 years. OnSite had it and I already miss that feature. Retailers have enough to think about, they really shouldn't have to worry about manually doing rounding. Try harder to get this sorted out will you?
- Again, I admit, I don't particularly like change, and there are some things in Retail that are great but there are many deficiencies. Having the ability to rearrange the line order in POs would be helpful. Yes I admit, I am somehow OCD and I like to arrange my POs in a certain order but it not just because of my OCD. I have warehouse with freezers for our raw and arrange POs in such an order that it makes sense for the picker. If I have to add something after the fact I either have to leave it at the bottom or start all over again. You've figured out how to do it when setting up Matrices - you can rearrange the order by dragging them up or down, how about adding that feature to POs?
- What was the thought process in doing returns on a separate screen and then having to toggle to sale screen and having them come together in the payment screen? Frankly, it takes longer to do returns now.
- It is completely illogical that your receipts do not show the unit price of a product. It did in OnSite. Please enlighten me as to why this is not an option in Retail. Surely my customers can't be the only ones who want to know what the unit price for a product was when they buy multiple units ([email protected]$4.50) $18. I was told I would have to contact a programmer to have them "customize" my sales receipt. Really? Showing unit price is considered customization? Absurd!
- Trackers - OnSite was fantastic for tracking customer notes. At a glance, I could keep track of everything in one place. It was part of my daily routine and like so many small business owners who have to wear many different hats, this made my life so much easier! We could also have multiple notes for a customer and when they were complete, we would unfollow them and they would no longer appear in the tracker. Yes, Retail has special orders with its own "tracking" feature, yes it was suggested that i use the Shipping Tab to keep track of things with customers, but it's much more involved. Not having something comparable to this is a MAJOR disappointment. I am aware that i can track notes but with my migration, I have over 2000 notes that come up for customers. So every separate note that i may have had for a customer are now all lumped together in the notes. I understand why that happens but again having option for multiple notes for a customer would be great.
- Add the time stamp feature to the General Notes in POs. It was a very small detail in OnSite which we found very handy. You already have it when one writes a note in a receipt so I am sure it is possible.
- EOD Reports and closing cash. Maybe it's just me but coming from OnSite, I don't like it. EOD in OnSite would at a glance tell you what your deposit was and off you go.
- Maybe i am missing it, but is there a way to see if another location has inventory coming without having to log into that store? OnSite would show you if there was inventory on order at another location.
Given that this is only my third day Retail I'm sure you'll be hearing more from me as I become more familiar with it and notice more things that need to be improved.