POS Integration with Reckon Accounts

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[Deleted User]
[Deleted User] Posts: 0
edited August 2016 in Reckon Accounts (Desktop)
Can someone please explain how Reckon POS integrates with Reckon Accounts? I assume that there is a daily export file from POS that then needs to imported in RA? Is that correct? Does this need to be instigated on a daily basis by a user or is there some level of automation?

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  • [Deleted User]
    [Deleted User] Posts: 0
    edited June 2016
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    Thanks Andrew. Do you know if POS has the ability to manage repair service activity (ie. parts and labour) as well as retailing of products?
  • Chris McGregor
    Chris McGregor Member Posts: 140
    edited June 2016
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    Hi Melanie, Yes it can do parts and labour as it just hooks back to reckon account items, so if you currently have a service item for labour and inventory parts or non stock parts for the items you are using such as shop towels and so fourth then it will charge the required amount against the labour and reduce your inventory as required. In addition to Andrews comments, the end of day does not need to be just once a day, many services stations do an end of day at the end of there shift to help accountability for theft in takings in a day also using the float in float out functions. On a related note, just becausen you do an end of day doesn't mean you have to post it immediately, you can post a batch at a time of need be. While you can get away with doing an end of day once a week this does mean that your stock quantities and bank balances won't be updated until you do put those transactions in reckon accounts Also something to consider in the mechanic/auto electrician trades would be the use of the 'table manager' but use the tables as bays which would allow you to assign parts and labour per pay not to mention scheduling in clients and even SMS reminders of the appointment for that extra professional customer service experience . The only down side you may have as a mechanic is if you don't have the part in stock and want to add it on the fly. Point of sales only sells, it doesn't allow for creation of new items as that's where reckon account comes in. In these cases you may need to use a miscellaneous item. And add notes to a memo ("memo" function allows you to add comments underneath each item you add to the sale. Also remember you can park transaction using the "Hold" feature and bring them back using the "retrieve " function.