Simplify Your Bar Inventory Management with WISK

Managing inventory in the food and beverage industry can be a time-consuming and challenging task for hospitality managers. WISK, an advanced bar inventory software, revolutionizes the process by streamlining operations and improving efficiency. From inventory tracking and recipe costing to automated ordering and detailed variance reports, WISK provides all the tools you need in one integrated solution. Here's how WISK can transform your bar operations and help you save time, reduce costs, and boost profits.

Key Features of WISK

Efficient Inventory Management
WISK simplifies inventory management by providing a built-in barcode scanner and a Bluetooth-integrated scale. These tools allow for quick, accurate measurements, eliminating manual input and reducing human error. With a database of 50,000 bottles, including images for quick reference, adding new items and pulling up brand data is seamless.

Automated Ordering
Never run out of stock again! WISK’s automated ordering system ensures you’re always prepared by predicting your inventory needs based on current sales trends and historical data. This feature allows you to reduce dead stock, avoid overordering, and optimize your beverage stock levels.

Recipe Costing and Menu Pricing
With WISK’s recipe costing feature, you can accurately price mixed drinks and beverages, ensuring your menu reflects the true cost of each cocktail. This tool helps you maintain profitability by keeping track of ingredient costs and providing insights into cost-effective pricing strategies.

Real-Time Sales and Variance Reports
WISK integrates with over 50 POS systems, allowing for instant access to sales data and variance reports. This integration ensures that you always have an up-to-date understanding of your inventory, sales, and any discrepancies, making it easier to spot trends and manage your stock effectively.

Mobile and Web Application
Manage your bar’s inventory from any device, whether you’re at the bar or on the go. WISK’s mobile and web applications allow for easy, real-time updates and seamless management, ensuring you’re always in control of your operations.

Benefits of WISK

• Built-in Barcode Scanner: Quickly pull up product details, eliminating the need for manual input.
• Bluetooth Integrated Scale: Weigh bottles accurately to ensure precise inventory counts.
• POS Integration: Sync your Clover POS system to view sales, map items, and generate variance reports.
• Mobile and Web Access: Manage your inventory from any device, anywhere.
• Automated Ordering: Automatically generate orders to avoid stockouts and reduce waste.

How WISK Can Boost Your Bar Operations

By integrating WISK into your bar management system, you can drastically reduce the time spent on inventory management—by up to 80%! This means more time for your team to focus on customer service and creating great experiences for your patrons. Additionally, the improved accuracy in inventory tracking and automated ordering helps to cut down on waste, reduce costs, and increase profitability.

Getting Started with WISK

Install WISK on Your Device: Access the WISK app via mobile or web for easy setup and integration with your existing system.
Connect Your POS System: Sync WISK with your Clover POS to instantly pull up sales data and generate variance reports.
Visit the WISK Help Center: Access tutorials and support resources to help you maximize the potential of WISK.

Conclusion

WISK provides a comprehensive inventory management solution that helps hospitality managers streamline their operations, reduce costs, and improve profitability. From quick and accurate inventory tracking to detailed sales and variance reports, WISK has everything you need to take control of your bar’s operations. For more information or assistance, reach out to us at sales@universalpayments.ca. Let us help you elevate your bar management today!

When deciding between a traditional cash register and a modern POS (Point of Sale) system, it’s important to consider the unique needs of your business. Both options have their advantages, but a POS system offers significant benefits that can enhance your business operations.

Advantages of a Cash Register

1. Cost-Effective: Initial setup costs for cash registers are typically lower than those for POS systems. This makes them a suitable option for small businesses with limited budgets.
2. Ease of Use: Cash registers are straightforward and require minimal training for employees to use effectively.
3. Durability: Traditional cash registers are built to withstand heavy use, making them a long-lasting option for high-traffic environments.

Advantages of a POS System

1. Advanced Functionality: POS systems offer a wide range of features beyond basic sales transactions. These include inventory management, employee scheduling, customer relationship management, and detailed sales reporting.
2. Integration: POS systems can integrate with various business applications such as accounting software, online ordering platforms, and marketing tools. This integration streamlines operations and improves efficiency.
3. Real-Time Data: Access to real-time sales data and analytics allows you to make informed decisions quickly. You can track inventory levels, monitor sales trends, and identify top-performing products.
4. Customer Experience: Modern POS systems support multiple payment methods, including credit/debit cards, mobile payments, and contactless options. This flexibility enhances the customer experience and can increase sales.
5. Scalability: As your business grows, a POS system can scale with you. Adding new features, locations, or users is typically straightforward, ensuring the system meets your evolving needs.

Factors to Consider

1. Business Size and Type: Smaller businesses with simple transactions may benefit from the affordability and simplicity of a cash register. In contrast, larger businesses with more complex operations will benefit from the advanced features of a POS system.
2. Budget: While cash registers are cheaper upfront, POS systems offer long-term value through enhanced functionality and efficiency. Consider your budget and the potential return on investment.
3. Operational Needs: Evaluate your specific business needs. If you require detailed sales reports, inventory tracking, or integrated marketing tools, a POS system is the better choice.
4. Customer Preferences: Modern consumers expect quick, convenient, and flexible payment options. A POS system’s ability to handle multiple payment methods can meet these expectations and enhance customer satisfaction.

Conclusion

Choosing between a cash register and a POS system depends on your business's unique requirements, budget, and operational needs. While cash registers offer a cost-effective and simple solution, POS systems provide advanced functionality, integration, and scalability. For more information or assistance in selecting the right solution for your business, contact us at sales@universalpayments.ca. We're here to support your business needs.

Managing appointments can be a complex task for service-based businesses. Cojilio, integrated with our system, simplifies the process, allowing you to handle bookings, payments, and customer management seamlessly. Here's how Cojilio can enhance your business operations.

Key Features of Cojilio

1. Online Booking and Scheduling
   • Cojilio provides a branded online booking portal, enabling customers to book, cancel, and reschedule appointments from their devices. Real-time updates ensure your staff is always informed.
2. Digital Intake Forms
   • Create and automate digital forms such as waivers, consent forms, and surveys. Forms can be sent via SMS or email, ensuring clients complete necessary documentation before appointments.
3. Inventory Sync
   • Cojilio automatically syncs with your inventory, allowing easy addition of products during checkout. Inventory levels update in real-time, ensuring accurate stock management.
4. Loyalty and Referral Programs
   • Implement custom loyalty programs to reward repeat customers. Set up referral programs to incentivize clients to recommend your services to others.
5. Direct Communication
   • Communicate with clients through emails, push notifications, and in-app messaging. Send reminders, promotions, and updates to keep customers engaged and informed.
6. Comprehensive Reporting
   • Gain insights into sales, client activity, popular services, and staff performance. Generate payroll reports and analyze data to identify growth opportunities.

Protect Your Business from No-Shows and Cancellations

Cojilio offers features to minimize the impact of no-shows and cancellations:

• Require Credit Cards for Booking: Secure bookings with a card on file.
• Set Policy Fees: Establish clear policies to reduce last-minute cancellations.
• Charge Fees for No-Shows: Automatically charge clients for missed appointments.
• Automate Reminders: Send SMS, email, and push notifications to reduce no-shows.
• Collect Deposits: Require deposits upon booking to secure commitments.
• Flexible Charging Options: Choose when to charge for missed appointments.

Getting Started with Cojilio

1. Log In to Your Dashboard: Access More Tools to find Cojilio.
2. Explore the Clover App Market: Install Cojilio from the app market.
3. Visit the Cojilio Help Center: Access support articles and resources to get started.

Conclusion

Integrating Cojilio with your booking and payment system offers numerous benefits, from streamlined operations to enhanced customer satisfaction. Automate time-consuming tasks, improve client communication, and increase revenue with ease. For more information or assistance, reach out to us at sales@universalpayments.ca. We're here to support your business needs.

Integrating online ordering with delivery services like Uber Eats can significantly streamline your restaurant operations and enhance customer satisfaction. Here’s how integrating online ordering into your restaurant’s operations can be a game-changer.

Key Benefits of Integration

1. Convenient Online Ordering and Delivery

Integrating with Uber Eats allows you to offer customers multiple ordering options, including scheduled orders, in-store pickup, and delivery. This flexibility caters to varying customer preferences, making it easier for them to enjoy your offerings.

2. Expand Your Reach and Increase Revenue

By partnering with Uber Eats, you gain access to their extensive customer base, potentially increasing your online orders and revenue. This exposure can attract new customers who might not have discovered your restaurant otherwise.

3. Streamlined Order Processing

The integration simplifies order processing by automatically syncing online orders with your POS system. This eliminates the need for multiple devices, reduces errors, and ensures orders are efficiently managed from placement to fulfillment.

4. Automated Menu Syncing

Menu updates made in your POS system are automatically reflected on the Uber Eats platform. This feature saves time and ensures consistency across all ordering channels, providing customers with accurate and up-to-date menu options.

5. Effortless Marketing

Offering online ordering through Uber Eats requires minimal additional marketing efforts from your side. Uber Eats promotes your restaurant on their platform, driving traffic and orders without requiring extensive marketing resources.

Getting Started

1. Log In: Access your Clover Dashboard and navigate to Account & Setup.
2. Enable Online Ordering: Under Business Operations, click on Online Ordering and find the Uber Eats section.
3. Integrate: Click Get Started, connect your existing Uber Eats account, or sign up for a new one.
4. Sync Menus: Use the Uber Eats Merchant Bridge to sync your menu and start accepting orders.

Conclusion

Integrating online ordering with Uber Eats can boost your restaurant’s efficiency, increase revenue, and enhance the customer experience. For more information or assistance with setting up online ordering, call us at +1-416-234-1100 ext. 225. We're here to support your business needs.

Understanding revenue dynamics is crucial for making informed decisions and driving business growth. Reporting tools take the hard work out of forecasting by tracking and sorting your data for you. Our reports help you gain comprehensive visibility into your operations, enabling you to make decisions that can significantly impact your success.

Comprehensive Sales Overview Report

The Sales Overview report consolidates your sales data into a single, easy-to-understand format. It highlights key metrics such as gross sales, net sales, average ticket size, and total collected amounts over selected periods. This report allows you to filter data by time period, employee, order type, source of order, and specific devices used.

Key Features:

• Top Revenue Items: Identify best-selling products and categories to optimize inventory and marketing strategies.
• Sales Trends: Analyze peak periods and sales patterns to understand customer behavior and preferences.
• Tender Types and Payment Preferences: Understand how customers prefer to pay, which can help manage processing fees and costs.
• Revenue Classes: Track performance across different product categories, such as food vs. alcohol in a restaurant, to make data-driven decisions.

Using Sales Reporting for Forecasting

1. Analyze Data Ranges: Look for periods with significant changes and review what was being purchased and how.
2. Monitor Labor Costs: Compare labor expenses to sales to ensure efficient staffing, especially during peak periods.
3. Adjust Overhead Costs: Forecast staff needs based on peak periods and customer purchasing preferences.

Item Sales Reporting

Item sales reports provide detailed insights into which products sell the best, including year-over-year comparisons for top-selling items. Filters allow you to drill down into specific product classes, track returns, and understand discount impacts.

How to Use Item Reporting:

• Inventory Management: Ensure adequate stock of popular items and avoid overstocking.
• Profit Margin Analysis: Identify high-margin items and strategize to sell more of them.
• Sales Optimization: Customize reports to focus on relevant data, aiding in better decision-making.

Conclusion

Effective sales reporting and forecasting can unlock valuable insights, drive growth, and help you make informed decisions. Our powerful reporting capabilities offer the tools you need to track, analyze, and categorize revenue streams efficiently. Keeping pace with your numbers and sales daily can help you pivot accordingly and manage cash flow effectively.

For more information or assistance, visit us at universalpayments.ca. We're here to support your business needs.

It is with immense pride that we, at Universal Payments, announce our participation in the 2024 Clover Dealer Program as a Certified Dealer. This honor is a testament to our commitment to knowledge sharing, collaborative problem-solving, and the delivery of cutting-edge solutions in the payment industry. Together with fellow top-level sales professionals, we are poised to contribute to the collective success of the program and drive transformative change within the payment landscape.

The Strength of Collaboration:

Our journey as a Certified Dealer is built on the foundation of collaboration. Recognizing the power of collective efforts, we understand the importance of sharing knowledge, pooling expertise, and working together to overcome challenges. In an industry that constantly evolves, this collaborative spirit not only fortifies our capabilities but also contributes to the overall advancement of the payment ecosystem.

Innovative Solutions for a Dynamic Landscape:

As a Certified Dealer, Universal Payments is dedicated to providing value-added solutions that address the changing needs of businesses and consumers. We embrace innovative technologies such as SAAS (Software as a Service), stations, Kiosks, KDS (Kitchen Display Systems), and more. The adoption of cloud-based SAAS, in particular, underscores our commitment to empowering businesses with streamlined operations, enhanced security, and adaptability to market dynamics.

Leading the Charge in Industry Transformation:

Universal Payments' inclusion in the 2024 Clover Dealer Program as a Certified Dealer signifies more than our own success; it highlights our active role in leading the charge towards transforming the payment industry once again. Through knowledge sharing, collaborative problem-solving, and the implementation of forward-thinking solutions, we are shaping a payment ecosystem that is more efficient, secure, and innovative.

As Universal Payments proudly joins the 2024 Clover Dealer Program as a Certified Dealer, we acknowledge the significance of this milestone. Our participation signifies not only our dedication to excellence but also our active contribution to shaping the future of payments. Together with our fellow Certified Dealers, we are building a legacy of innovation, collaboration, and success that will undoubtedly leave a lasting impact on the payment industry for years to come.

In the world of e-commerce and digital transactions, security is paramount. With the increasing number of data breaches and cyber threats, merchants must prioritize the protection of customer payment information. One crucial aspect of this protection is being PCI compliant. In this blog post, we will explore what it means to be PCI-compliant and why it is essential for merchants.

What is PCI Compliance?

PCI compliance refers to adhering to the Payment Card Industry Data Security Standard (PCI DSS). The PCI DSS is a set of security standards established by major credit card companies such as Visa, Mastercard, American Express, and Discover. It aims to ensure the secure handling and storage of customer payment card data by merchants.

The PCI DSS consists of twelve high-level requirements and over 200 specific security controls. These requirements encompass various aspects of data protection, including network security, physical security, access controls, encryption, vulnerability management, and ongoing monitoring.

Why is PCI Compliance Important?

1. Protecting Customer Data: PCI compliance helps safeguard sensitive customer information, such as credit card numbers, from unauthorized access or theft. Compliance measures reduce the risk of data breaches, ensuring that customers can trust merchants with their payment details.
2. Maintaining Customer Trust: In the digital age, customers expect businesses to handle their payment information securely. By being PCI compliant, merchants demonstrate their commitment to protecting customer data, which fosters trust and strengthens their reputation.
3. Legal and Financial Consequences: Non-compliance with PCI standards can have severe consequences for merchants. In the event of a data breach, a merchant may face legal penalties, fines, and lawsuits. Moreover, the cost of remediation, reputational damage, and potential loss of business can be significant.
4. Collaboration with Payment Card Companies: Being PCI compliant is often a prerequisite for merchants to collaborate with major payment card companies. Compliance ensures that merchants meet the industry's security standards and can process payments securely, allowing them to expand their customer base.

How to Achieve PCI Compliance?

1. Assess Your Environment: Merchants must conduct a thorough assessment of their infrastructure, systems, and processes to identify vulnerabilities and areas of non-compliance. This may involve network scans, vulnerability assessments, and penetration testing.
2. Implement Security Controls: Based on the assessment, merchants should implement the necessary security controls outlined in the PCI DSS. This may include installing firewalls, encrypting data, restricting access to cardholder information, and implementing strong authentication measures.
3. Regularly Monitor and Test: Ongoing monitoring and testing are crucial to maintain compliance. Merchants should continuously monitor their systems for security incidents, regularly update security patches, conduct penetration testing, and perform security audits.
4. Engage with PCI Compliance Experts: Obtaining guidance from qualified security professionals or engaging with a PCI compliance vendor can streamline the compliance process. These experts can assist in conducting assessments, implementing controls, and ensuring ongoing compliance.

Bottom Line

Being PCI compliant is not just a box to check for merchants; it is a crucial step in safeguarding customer payment data and maintaining trust. Compliance with the PCI DSS standards helps protect against data breaches, legal repercussions, and financial losses. By prioritizing security and adopting best practices, merchants can ensure that they meet industry standards and provide a safe environment for their customers' transactions.

Embrace the Future of Invoicing

Managing finances is the backbone of any successful business, and when it comes to maintaining a healthy cash flow, efficient invoicing is key. Clover's invoicing feature emerges as a lifesaver, offering a seamless solution to the often cumbersome process of creating and managing invoices.

Gone are the days of traditional, time-consuming invoicing. With Clover's innovative invoicing feature, businesses can now effortlessly send professional invoices to customers via email, providing a convenient online payment option through credit or debit cards.

Benefits of Clover’s Online Invoicing

Effortless Invoicing Creation:

Clover’s invoicing feature simplifies the entire process. The user-friendly interface allows you to create and send invoices directly from your Clover Dashboard. Add a touch of professionalism by incorporating your business logo, contact information, and personalized messages. Say goodbye to manual calculations and errors, saving you valuable time and effort.

Seamless Integration:

Clover’s invoicing feature seamlessly integrates with other Clover functionalities. Whether you are utilizing Clover's point-of-sale system or online ordering capabilities, transactions and customer information sync effortlessly with the invoicing process. This integration eliminates manual data entry, reduces errors, and provides a comprehensive view of your customers' purchase history.

Convenient Payment Options:

Beyond invoice creation, Clover’s invoicing feature offers multiple payment options. Customers can conveniently settle invoices through credit cards, debit cards, or mobile payment apps. This flexibility ensures faster payment processing and improved cash flow, all while maintaining secure payment processing for peace of mind.

Streamlined Reporting and Analytics:

Gain deep insights into your business’s financial performance with robust reporting and analytics. Track invoices issued, payments received, and outstanding balances effortlessly. Analytical tools help identify trends, monitor customer payment behavior, and optimize cash flow strategies, empowering informed decision-making for business growth and financial stability.

Sending a Clover Online Invoice is a Breeze

1. Log in to your Clover Dashboard account from a browser.
2. Select Virtual Terminal.
3. At the top, select Send Invoice.
4. Enter the sale amount and customer information.
5. Select Send Invoice.

Focus on Growth, Let Clover Handle the Rest

Clover’s invoicing feature provides a comprehensive solution to streamline your business’s financial operations. From effortless invoicing creation to automated tracking, seamless integration, convenient payment options, and detailed reporting, Clover empowers you to simplify financial processes and enhance cash flow management.

By leveraging the power of Clover’s invoicing feature, you can redirect your focus to what matters most—growing your business and serving your customers. Experience the future of invoicing with Clover and revolutionize the way you handle your finances.

Let Universal Payments Transform Your Business

At Universal Payments, we understand the unique needs of your business. Our dedicated team is ready to assist you in harnessing the full potential of Clover’s innovative solutions. Whether you have questions, need assistance with setup, or want to explore additional features, our experts are here for you.

Contact our Universal Payments team today at +1 416-234-1100 ext. 225, and let us partner with you on your journey to business excellence.