Got email 2 in the 10 email series and today it suggested I add any customer data into the system, as well as turn on built in features to add customers to the mailing list. This would allow me to generate mailchimp campaigns on demand.

I had customer lists on constant contact, mailchimp, an excel spreadsheet and a note pad. I started by downloading the lists from constant contact and mailchimp after which I entered the names and email addresses from my note pad onto the excel sheet.  The chat support asked me to share the files with them, and after looking at it determined it was  more involved process to combine the data so they asked me to open a ticket and they would create a file for me that I could then import. Which I did.

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On Day 2, I received an email from retailcoud telling me that I had 10 days of white glove support and how to schedule an appointment to make sure of it. It also listed the free inventory tools that were available in their app store specifically mInventory and Inventory Manager.

Since I knew I still had to add items that were missing from my list and mInventory seemed like a good option, I downloaded it and installed it on my phone. There is only an Android version which was fine with me. I scanned a few items and was able to add them into the database, sometimes it prepopulated the information on the missing items with available descriptions and prices and other times no data was available and I had to enter it myself. This looked like it was working well, so we downloaded it on two other phones as well and began scanning the whole store. One cashier was also checking items directly on the POS and adding them there if they were not imported from the QB file.

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Once I opened and received my retailcloud welcome email, I went to the management portal as it recommended to update my default settings. I entered my store information and sales tax rate for the store. I imagine that this will all show up on the POS receipts.

Next, I exported the data from my current system and checked the UPC numbers and noticed that some of the numbers were much smaller than others, in looking further, I realized that the leading zeros were not being exported from QB. I got on retailcloud chat to see if there was a way to get them and they told me not to worry about it as they had a flag to append leading zeros in their solution.

“Already loving the retail made simple concept.”

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