P O I N T - O F - S A L E B U Y E R ’ S G U I D E F O R Y O U R W I N E A N D L I Q U O R B U S I N E S S

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Whether you’re just starting out a new venture or you’re a seasoned pro looking to expand, choosing the correct point of sale is a critical step in your business. You’re not just buying a point of sale, you are investing in a retail management system. But where do you start?

POINT OF SALE BUYE R’S GUIDE FOR YOUR WINE AND LIQUOR BUSINESS

We’ve condensed this overwhelming process

into a few easy-to-answer questions. In each

section, answer the questions as they relate

to your business’s need. We’ve provided

examples for some of the questions and

suggested features to help you brainstorm.

By the end of this exercise, you should have

a clear direction on your system needs and

narrow it down to three systems.

1. ADDRESSING YOUR BUSINESS NEEDSYour search for a new retail management system stemmed from somewhere, can you pinpoint the challenges you’re currently facing and how a new system can address them? Considering your current needs can help you choose the right solution for future business.

A. What are the pain points you’re experiencing in your current retail management system? ___ i. Poor reporting ___ ii. Lack of secure payment processing

B. What business challenges do you want your new system to help solve? ___ i. Inventory control and visibility ___ ii. Replacing an out of date system ___iii.Effectiveandefficientmanagementofstoreoperations ___ iv. Meeting new market and consumer demands ___v.Expandbusinessfinancially

2. FEATURES

C. What keeps you up at night? ___ i. Inventory management ___ ii. Target sales vs. actual ___ iii. Shrinkage

D. What departments of your business should be included in this purchase decision? ___ i. What departments do you have? ___ ii. Keg / equipment Rentals? ___ iii. Membership Levels? ___ iv. How much of business is wholesale vs retail?

A. Reporting:Thebackofficefunctionalityisjustasimportantasasmooth-runningsalesfloor. Think about the key features your software should include to not only run your business, but make it moreeffective.

Questions to Consider:

___ i. What reports do I need?

___ ii. Do I want to be able to customize my reports?

___ iii. How do I want to break down my data?

Example Qualifying Feature List: • Generate over 50 custom reports • Merchandise Analysis • Daily Point of Sale Reports • Reports to show leaders and laggers • Purchase analysis reports

B. PointofSale:wheretransactionsbecomememorableinteractions.Anintuitivepoint-of-salesystemkeeps your sales associates smiling and customers happy.

Questions to Consider:

___i. WhatspecificfeaturesareyoulookingforinyourfrontofhousePOS?

___ ii. What merchant do you use for credit card processing? Do you accept EBT Payments?

___iii.Doyouofferordermanagement,suchasshippinganddelivery?

___ iv. Do you need mobile solutions?

Example Qualifying Feature List: • Quick Checkouts (2 sec) • Prompts for Birthdate •Driver’sLicenseScanforAgeverification •Display#ofitemssold(insteadoflines)forverification • Integrated EMV credit card processing •Ordermanagement

C. Marketing: Keep your customers coming back for more. Every interaction with your customers matters,whetherit’sin-store,onlineorthroughyourmarketing.Whatfeaturesshouldbeincludedthat will help you retain customers?

Questions to Consider:

___ i. Do I have a membership program or loyalty program that should integrate with the system?

___ii.ArethereanycurrentbenefitsIoffertomembersthatshouldbeconsidered?

Example Qualifying Feature List: • Email Marketing • Wine of the Month • Subscription Billing • Customer purchase history • Integrated loyalty programs

D. Inventory and Purchasing: you need to be able to make smart purchasing and ordering decisions to keep an accurately stocked inventory. Better buying makes for higher growth margins, so think about the features you need to help make great purchasing decisions.

Example Qualifying Feature List: Automated purchasing • Smart Purchasing – including 6 free after 60 cases • Liquor Store Starter Database • Alternate Units of Measurements • Filtered Look up • Real-time inventory • Unlimited Barcodes • Great pricing capabilities including promotional planning and members only pricing • Mix and Match Pricing

3. EQUIPMENTIt goes beyond just how many point-of-sale stations you have, what other hardware do you need to run your retail management system software? List out the hardware you need and add it to your search list. Ideally your point of sale provider will have a suite of hardware to choose from that’s readily integrated with the software.

A. Do you want your current equipment to be able to integrate with your new software?

B. Doyouwantacompanythatoffersbothsoftwareandhardware?

C. How many of the following will your business need? ___i. POSstations(frontandback) ___ ii. Terminal ___ iii. Receipt Printer ___ iv. Cash Drawer ___ v. Payment Terminal ___ vi. Scanner

D. Have you included hardware cost in your budget?

4. TIMELINE AND BUDGETAfter thinking about what features and functionality you need in your retail management system, it’s time to consider the logistics of it, namely the cost and the timeframe.

A. Budget:Ifyou’reaonesitestoreorjuststartingout,acloudbased,onelaneterminalmightbeabetterfitforyou.However,ifyou’reamultisitebusinesswithalargeinventoryandlookingtoscale,yourpoint-of-saleshouldbeconsideredmoreofaninvestment.

Questions to Consider: ___ i. Do I want a one time or monthly payment? ___ ii. Would I prefer paying per software user or tier pricing? ___ iii. What do I expect my return to be? ___ iv. How will I measure my return? 1.Profit 2. Increased growth margin 3. Number of customers

B. Timeline: The key item to consider here is when would you like to replace your current system?

Questions to Consider: ___ i. Are you going to buy a new system in the next: 1. 3 months 2. 6 months 3.Oneyear

___ ii. How long do you expect installment to take place? 1. A few days 2. 2-3 weeks 3. 1 month

___ iii. How long will training take place for all of your employees? 1. A few days 2. 1 week 3. 1 month

5. COMPARE AND CONTRASTAsyouconductyourresearch,logthedifferentcompaniesthatyouthinkwouldbeagoodmatchforyou.Keepingtrackofsomeofthespecificpoints,suchasfeaturefunctionality,supportandbudget,willhelpyouapproachyourdecision.

POS SYSTEM COST FEATURE 1 FEATURE 2 FEATURE 3

EQUIPMENT 1 EQUIPMENT 2 TRAINING SET UP

C O N T A C T U S A T N C R . C O M T O D A Y

NCR Corporation (NYSE: NCR) is a leader in omni-channel solutions, turning everyday interactions with businesses into exceptional experiences. With its software, hardware, and portfolio of services, NCR enablesnearly700milliontransactionsdailyacrossretail,financial,travel,hospitality,telecomand

technology, and small business. NCR solutions run the everyday transactions that make your life easier.

NCR is headquartered in Atlanta, Ga., with over 30,000 employees and does business in 180 countries. NCR is a trademark of NCR Corporation in the United States and other countries.

WHY NCR?

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