Boutique daily routine: till, exchanges and online orders

Opening

1. Each cashier opens their cash register in the POS with the opening cash.
2. Check Website › Overview for new online and app orders, payment proofs, questions and reviews.
3. Receive new arrivals: record the purchase, then print tags from the purchase’s Labels action (step 4).
4. Check incoming Stock Transfers from your other store.

During the day

• Sell: scan the tag so the exact size is sold; add the customer’s name for store credit and reward points (step 5).
• Exchanges: Sell Return with the outcome Exchange, then sell the new size and pay with Store credit.
• Size questions: open the product’s size chart from the POS cart line (step 3).
• Online orders: confirm, pack and hand over in Website › Orders.
• Fittings and styling sessions: if you use the Services module, check in arrivals on Bookings and check them out in the POS.

Closing

1. Close each register and count the cash against the expected amount.
2. Answer open questions and chats.
3. Look at Reports › Register Report for the day.

Weekly and monthly

When	Check	Where
Weekly	Sizes running low on best sellers	Products › List Products › Stock Report
Weekly	Styles that don’t sell	Reports › Trending Products, Stock Report
Weekly	Returns by reason (wrong size, faulty)	Reports › Returned items
Before each season	Discounts and their end dates	Sell › Discounts (step 6)
Monthly	Profit per store	Reports › Profit / Loss Report
Monthly	Sales by brand and category	Reports › Product Sell Report

Go-live checklist

Cash register and closing

Stock transfers