This article discusses frequently asked questions on the SumUp Point of Sale (POS) Cloud:
- What kind of reporting can I access in the POS Cloud?
- What are the Plus- & Pro-modules?
- From which devices can I access the POS Cloud?
- Can I import my articles all at once?
- Can I reprint the Z-report?
- How can I conduct article returns?
1- What kind of reporting can I access in the POS Cloud?
In the SumUp POS Cloud you can access a broad range of reporting tools. You can view detailed analyses of your revenues (e.g. per day/product/product group/employee...). Furthermore, you can adjust the time periods of each report to personalize your analyses.
2- What are the Plus- & Pro-modules?
The following modules are accessible if you book our Plus or our Pro package. More information on the specific packages and their features can be found here. Currently we offer you the following features:
2.1- DATEV Reports
Save time and costs by using the "DATEV module".
The DATEV interface includes the DATEV export feature which simplifies not only your life but also the life of your tax consultant. All data can be directed to your tax lawyer.
Thanks to the standardized DATEV format your tax lawyer can easily import all your transaction data with its according account system, including VAT accounts, accounts for revenues by article groups, payment type accounts.
You can open the "DATEV" interface in the reporting tab.
In order to add stock to each one of your articles navigate to the "Master data" and "Articles" in the POS Cloud. You can now click on the "Edit" symbol next to the product for which you would like to add an inventory. Adjust the "Stock" field accordingly. Save the data. The amount decreases automatically while selling it in your shop.
2.3- Customer data base
The customer data base feature lets you create a digital client profile to store information about them. You will see how to add new customers to the data base from the POS App by clicking here.
The module consists of the following features:
- Access to the customer data base in the POS App and the POS Cloud. Capture customer data conveniently.
- Debit payments: Attach payments to specific customers and allow them to pay sometime later. In the POS Cloud you can then see an overview of outstanding payments.
- Voucher management: Create customer cards with QR codes and scan them with iPad's camera in the POS App.
The following data can be captured per customer:
- Customer number, customer group
- Title, first name, last name
- Birthday, gender
- Telephone number, email address, website, social network.
2.4- Credit, voucher and discount management
Initially, the SumUp support team will set up several vouchers in accordance with your needs. After this setup please follow these steps:
Add credit to the customer's account
If a customer wants to add credit to his account please open the admin area in the POS App and click on "Customer". You have two options to look for the customer in the database: either by typing in the customer's name in the search bar or by clicking on "Scan QR" and by scanning the customer's card with the iPad camera. Now, choose the customer and click on "Load". In the next pop up window type in "1" and next enter the desired credit amount. Save your data.
Payments with credit
If the customer now wants to pay with his existing credit, click on "Customers" during the checkout process. Now search for the customer, click on his name and click on "Use customer". In order to finish the transaction now click on "Voucher". The amount will now be deducted from the customer's credit balance. If there is a remaining amount to be paid, that can be done via regular cash or card payment.
2.5- Employee time management
Click here to see how to capture the employee's time.
In the SumUp POS Cloud you have the option to analyse the working hours of your employees. Simply click on "Reporting" and "Employee time management". There are two reports to pick: "Time management journal" and "Time management by employee".
In the journal you can view the working hours of each employee in detail. You can easily print this overview by exporting the PDF file.
2.6- Multi-store management
With the multi-store management feature you can access an overview of all your shops anytime and from anywhere. You can see all transactions of each shop in real time.
There are more than 50 reporting tools that you can use such as the following:
- Orders by article per shop
- Orders by article group per shop
- Revenues per shop
- Revenues by payment type per shop
- Revenues by business day per shop
3- From which devices can I access the POS Cloud?
From all tables/laptops/computers that have a common browser.
4- Can I import my articles all at once?
No. If you would like to add a larger amount of products (100 or more) please contact our customer service. We will do that for you.
5- Can I reprint the Z-report?
In order to reprint the Z report, log yourself into the POS Cloud. Click on "Reporting" and then on "Revenue reports". On the left side, click on "Z-Report, Journal & Miscellaneous“ and on "Z-Report".
Choose the desired "Period", e.g. from 15.06.2015 to 15.06.2015. You will now see the Z-report of the 15.06.2015 which you can download as PDF file and then reprint.
6- How can I conduct article returns?
Please follow these instructions for article returns: