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Point of Sale Questionnaire

Finding the right Point of Sale solution for your business.

Name

First Last

Company Name

Title

Email

Phone

Business Phone

Merchant Industry and primary product line

Yearly Sales Volume (optional)

Do you have an online shopping cart and if so who is it “powered by”

Are you using any third party integrated apps with QBPOS or your shopping cart? If so, what are they?

Approximate timeline for Switching?

Any specific pain points you would like to solve for?

Do you know if Shopify or Lightspeed is the best fit for your needs?

I already know what I prefer and only need to complete the basic contact info

I would like to complete the basic contact information and the “How I use QBPOS questionnaire and have Steve make a recommendation.

Sign me up for a Lightspeed Product Specialist to demo and answer my questions.

Yes

No

Also send me a fourteen-day free trial.

Yes

No

Sign me up for a Shopify Product Specialist to demo and answer my questions.

Yes

No

Sign me up for both, I want to compare on my own.

Yes

No

Also send me a fourteen-day free Lightspeed trial.

Yes

No

If you use QBPOS, what features do you currently use:

Sales Payment Methods (Check all that apply)

Cash

Check

Credit Card

Pin Driven Debit Transactions

Gift Cards

Gift Certificates

Accounts Receivable with QuickBooks Desktop Financial Software

In Store Credit

Customer Deposits

What Item types do you use? (Check all that apply)

Inventory Items

Non-inventory Items

Service Items

Assembly Items

Group Items

Special Order Items

Do you use: (Check all that apply)

The Integrated Shipping Manager

Department structures to help with sales tax holidays taxation

Threshold driven sales tax calculations

Multiple Units of Measure

Custom fields on Items

Custom fields on Customers

Custom fields on Vendors

The Employee Time Clock Feature

Commission calculations and reporting

The ability to print tags directly from a PO or Receiving Voucher

The Zebra bar code printer with Intuit approved labels

Do you Run the integration to QuickBooks Financial Software (QBFS)?

Yes

No

What version of QBFS do you use?

Pro

Premier

Enterprise

Which version of Enterprise?

Silver

Gold

Platinum

If you have multiple stores, do you use class tracking in QBFS?

Yes

No

Do you breakdown your sales, cogs and/or inventory by department?

Yes

No

Do you use fractional quantities when selling or purchasing (for example you sell a product for $2.00 per pound, but you might also sell that same product in half a pound or one and quarter pound)?

Yes

No

Do you use custom mapping on individual items to QBFS?

Yes

No

Do you use enhanced payroll?

Yes

No

Would you be opposed to moving to QuickBooks Online?

Yes

No

Other Features Used (Check all that apply)

Payouts

Sales Orders

Work Orders

Layaways

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