Q: I am trying to get pre-POS sales history into POS so I can get total and dept. reports including all store history; and pull up sales by dept. by customer. Is there a way? We currently keep this info on excel spreadsheet of inventory.
EMS: Do you have an inventory for when you want to start your sales. If not, it will be almost impossible. If so, you could put your beginning inventory into POS and then create sales receipts for each sale. Additionally create receiving vouchers for all of the new items. If you are using QuickBooks merchant services, you would need to turn them off. You may want to consult with an expert during this process as I can see lots of problems if it is not done right.
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Response: Thanks. I do have my info on my inventory file and had already tried to download a small portion in test mode a couple of different ways to see if that would work. I’m doing something wrong though. I was showing the quantity in stock as zero. Your method would require an item “in stock” so I could “sell” it. Right? I haven’t tried that yet. I can do that easily, though. Since my inventory is all one-of-a kind items, it doesn’t matter about historical cost or cost averages for my purposes. We use QuickBooks financial, but won’t link to POS until after we move in a couple of months and start actually using POS.
