Customer Needs Assessment

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POS SYSTEMS
eCOMMERCE
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- Hospitality
- Food and Beverage
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CUSTOMER NEEDS
Assessment

Business name

Street Address

Contact name

State

Zip

Phone

Email

Type of Business

Number of Locations

Monthly Estimated Volume

Budget for POS

Monthly Payment/Buyout

High Ticket Amount

Average Ticket

Internet Provider

IF TERMINALS ONLY:

Options: * Required

Employee Management: clock in/out, scheduling, tracking, permissions

Employee Job Functions

Payroll Integration**

Signature Capture: a "peace of mind" feature for chargebacks

Gift Cards

Loyalty Programs: email/text

Promotional Pricing and Discounts

EBT

Ability to Recall and Reprint Tickets

Inventory Tracking: on hand, low quantity alerts

Scales: weight sales and tracking

Age Restriction Sales: vape, tobacco, liquor, bar

Sales and Commission Tracking

End of Day Close Out and Reporting

Customized Reporting

Barcode Printing

**What payroll system will you be using?

E-Commerce

Shopping Carts**

Integrated Ecommerce Systems

Payroll Integration

**What Provider?

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Business Types

Tech Support

CUSTOMER NEEDS
Assessment