Retail Boss POS

Retail Boss POS is a retail management software package designed to streamline point of sale, ecommerce, and invoicing processes. Tailored for small to medium-sized retail businesses, this solution caters to various industries, including retail stores, boutiques, convenience stores, gift shops, and specialty stores. According to the vendor, Retail Boss POS offers a user-friendly interface and a range of features to help businesses efficiently manage their operations and enhance customer satisfaction.

Key Features

Point of Sale: According to the vendor, users can prepare estimates, work orders, and print invoices from a single screen. Estimates and work orders can be stored for future use and easily retrieved and reviewed. The system automatically calculates inventory and service pricing, as well as the final total of the invoice. Inventory is automatically adjusted to reflect the parts used for each invoice. The software provides a "link" function to assist in the preparation of invoices and work orders, reducing processing time.

Inventory: Retail Boss POS offers a complete inventory maintenance program. According to the vendor, users can quickly add and update inventory. Common services can be stored in the inventory section for easy access during invoice and work order preparation. Sku codes can be set up to choose the correct item to sell. Inventory list and reordering can be done by vendor, sku number, category, description, or group. The system provides a fast method for entering inventory shipments and adjusting online inventory after physical inventory is taken. Kit codes can be set up to eliminate typing time when preparing invoices and work orders, and to run specials. According to the vendor, Retail Boss POS allows global price changes by vendor, part number, category, description, or group.

Customer Maintenance: Retail Boss POS enables users to set up and store customer records, including biographical information and vehicle details. Users can assign individual tax rates, price levels, and discount rates to customers. The software also offers an appointment scheduling feature. According to the vendor, users can conduct customer mailouts, including letters and postcards. Retail Boss POS provides customer reports and sales history.

Reports: According to the vendor, Retail Boss POS allows for quick and efficient daily checkout, with the program automatically tracking sales and money received from owing customers. The Daily Report provides a breakdown of sales, charge sales, payouts, parts used, and invoice details. Users can print Sales Reports for any range of dates, showing sales breakdown, charge sales, payouts, and job average. Other available reports include Sales Tax Report, Five Year Sales Summary, Advertisement Summary, Royalty Summary, and Parts & Service Usage report for analyzing sales statistics. Retail Boss POS also offers various other reports such as Daily Invoices, Charge/Layaway Report, and Cash Payout Report.

Accounts Receivable: Retail Boss POS includes an extensive Accounts Receivable section, including customer account status, payment history, and cash receipts entry. According to the vendor, the software provides reports such as Invoice Aging, AR Aging, Small Balance, Credit Balance, and Cash Forecast. Users can print account statements and layaway statements. Retail Boss POS allows for the application of finance charges and the entry of manual charges and adjustments.

Employee Maintenance: Retail Boss POS keeps track of employee information, including driver's license and social security number. The software provides an employee list and labels, as well as employee sales reports and a time clock feature.

Setup/Security: According to the vendor, Retail Boss POS allows individualized setup for tax rate, mark-up percent, work authorization, and more. The software provides multi-level passwords for security. Users can customize invoice and estimate setup.

Appointment Schedule: Retail Boss POS offers an appointment schedule accessible from the Work Order/Invoice screen. Users can schedule appointments for any time of day and print daily schedules.

Utilities: Retail Boss POS provides program backups and system-wide month-end and year-end processing. According to the vendor, the software allows purging of sales history when needed.