Changing Cannabis POS (Point of Sale) systems can seem like a daunting task with lots of details that need attention. If you have decided to transition to a new Cannabis POS then the amount of time spent migrating data to a new system can be overwhelming. One important detail is preparing your existing data for entry into the new system. Some systems allow for an upload from a properly formatted spreadsheet. This will populate the data needed to get started in your new inventory control system. Spreadsheets are an excellent way to gather and organize the needed information.
Here are four easy steps for preparing your data for transitioning to a new system. If you chose Adilas as your new Cannabis POS system then we will offer you tools for on-boarding including properly formatted spreadsheets. The following steps can be used for any Cannabis Point of Sale software.
4 Easy Steps to Prepare Your New Cannabis POS
1. Collect and/or export your employee user list. – Gather your employee user details and be sure to note job title or duties. Your new system will need users entered with the appropriate permissions level and knowing at what level to set those permissions will save you time later.
2. Collect and/or export your customer list. – Gather your customer information and be sure to include all relevant details. If you are keeping detailed customer records, such as name, email, and marijuana licensing details, migrating your existing data will be important for customer relationship management and compliance purposes.
3. Collect and/or export your vendor list. – Gather your vendor list. When items are entered in the system they will need to be associated with the proper vendor so it is important to have all those details correct prior to entering inventory in the new system.
4. Collect and/or export your item list. – Gather your inventory item list. Your item list should include vendor, category, unit of measurement, etc. This is a great opportunity to consider any changes needed in item naming conventions or categories.
For more details on transitioning to a new system, watch this video or contact an expert! Our trainers at Adilas420.com can help you choose or transition to a new Cannabis POS system. Let us help you make sure your new Cannabis Dispensary Software is your last!
