Step 3: Start Selling and Taking Payments Online

Step 3: Start Selling and Taking Payments Online

This blog is part of a 5 part series. To read the other steps see below:

Once you have successfully built your digital storefront and your physical store and products can be found online, the next step will be taking payment for orders online. This is when you will want to focus your efforts on setting up your e-commerce site. 

In this blog post, we’ll go over how you can quickly set up your online product catalog for customers to see on your website and to order from.

The importance of selling online post-COVID-19

Selling online post-COVID-19

Brick and mortar retailers who are looking to sell online usually face the same set of challenges including missing product descriptions and images, incorrectly setup products or a lack of funds, resources, or skills to manage an e-commerce store.

While these challenges often prevent traditional retailers from setting up an online store, the opportunities you miss by only selling in-store and not investing in an e-commerce site are far greater. As an increasing number of consumers shop online post-COVID-19, failing to provide an online checkout experience means you are missing out on potential customers and sales

The good news is, modern day e-commerce providers have made it easy to set up an online store as they simply re-use your existing POS products. In fact, retail platforms such as TAKU eCommerce are even able to enhance product data to make your product details more e-commerce ready and more searchable on Google. By re-using existing product details, merchants using TAKU, for example, have the ability to showcase their products and take payments online in just a few steps.

To show you what this looks like, we’ll take you through the step-by-step process of re-using your existing product catalog with TAKU eCommerce so you can quickly start taking payments online.

How to start selling online with TAKU eCommerce

Many traditional retailers become discouraged at the thought of setting up an online store. However, depending on the platform, it is actually quite simple to get started. 

Let’s see an example of how this works with TAKU eCommerce: 

1. Decide where to add your shopping cart

Adding your shopping cart

As long as you are using TAKU, you have two options to quickly start selling online:

  1. Automatically create an instant store which is a clean, easy-to-use, single page webstore that works in every screen size. This option is usually best for retailers who don’t have an existing website, need to replace an older looking site or want to just add a new Shop option linked to their store products.
  2. Or alternatively, if you already have a WordPress informational website, you can add the TAKU eCommerce shopping cart as a WordPress plugin. This option is super fast and preferred for retailers that want their online store to automatically match the style of their existing WordPress site.

2. Add your products

Add your products

Adding your products to your online store in TAKU is as easy as enabling them with a few clicks. But even if your product details are not complete (e.g. your products are very unique or require custom product descriptions or images) traditional brick and mortar retailers should not be held back from launching their online store. In fact, retailers should expect to launch an e-commerce site without their full product catalog in the beginning. As long as a retailer has, for example, 100 products with images and descriptions, she or he can still launch and add new products overtime, eventually building their full online product catalog. In comparison to a physical store, it’s perfectly reasonable to launch with several hundred products and add new ones every day. In fact, highlighting that “NEW items are being added daily” on your homepage is a great way to keep customers coming back.

3. Add business information

Legal information

5. Customize the look of your store

Customize the look of your store

You can use any of the existing themes as they are or easily personalize your online store using the built-in options. Remember that TAKU eCommerce web stores are built to be completely mobile responsive so you don’t need to worry about how things will look on different screens – they will always look good on any screen size.

6. Check your web address

Check your web address

Every TAKU eCommerce store comes with a free web address in the form of “yourstore12345.company.site”. You can either use this free URL address, buy a new domain from a third party provider, or connect an existing domain that you already own. 

7. Enable payments

 Enable payments

TAKU eCommerce supports a variety of payment providers meaning that merchants can choose or setup the payment methods that best suit their business needs. This also gives merchants more freedom to negotiate with providers and lower payment processing fees/costs. While we always encourage retailers to take payment online to minimize the risk of losing the sale or shoppers not picking up products, with TAKU eCommerce, you can even include an option for Pay in Store. If this is your preference, you can complete the payment with TAKU when shoppers arrive in the store.

Once the steps above are complete, you’re ready to start selling online!


We hope you are now comfortable with the general steps involved when setting up an online store. In the next two blog posts and videos, we will discuss how you can add fulfillment methods such as contactless curbside pickup and local delivery.

Step 2: Online Product Showcase

Step 2: Online Product Showcase

This blog is part of a 5 step series. To read the other steps, see below:

The next step to building your digital storefront is to showcase your products online.

With the flexibility and accessibility of online tools, even if your brick and mortar store is closed, you’ll still be able to serve your customers. The best part is, these tools are easily accessible to retailers who are not selling online through an e-commerce website. Let’s take a look at some of the ways you can list your products online. 

1. Upload your products to Google

Google SWIS

People have become more efficient shoppers in this digital world, especially when it comes to physical retail. As a result, they are now checking in-store stock availability before visiting. 

To make things easier for your customers, it’s a good idea to make real-time inventory data available on Google. This can be done manually or you can do so easily by using an integrated retail software such as TAKU Retail.

TAKU’s integration with Google also allows merchants to display their products through Google “See What’s In-Store” (SWIS). With SWIS, product catalogs appear under a merchant’s Google My Business listing. This feature helps retailers attract nearby shoppers by showcasing in-store products with real-time stock updates. The best part is – there is no data entry required when uploading products to Google with an integrated solution since your existing POS data is simply re-used.

2. Free and paid Google Products Listings 

Once you’ve uploaded your products to Google and are showcasing your products through SWIS, you also have the option of using Google Product listings to further increase your online visibility to local shoppers. 

What are Google Product Listings?

Google Product Listings, otherwise known as Google Shopping campaigns, help retailers put their products in front of shoppers who are looking for what they sell. Retailers can use Google Product Listings to promote their in-store products and boost traffic to their brick and mortar stores. 

Below is an example of a Google Product Listing:

Google Product Listings

These listings showcase your products and store information to nearby shoppers who are searching on Google. Since they appear based on what local shoppers are searching for, Google Product listings attract high value shoppers. In other words, they showcase the right products to the right people in the moments that matter the most. 

When shoppers click on a listing, they will land on a Google-hosted page for your store which displays your in-store inventory, store hours, directions, and more. 

Google recently announced the launch of free product listings, making it easier for merchants to display their products online. Note: While free listings are only accessible to US merchants, an international rollout is expected by the end of the year. Now, search results in the Google Shopping tab will consist mostly of free listings, helping merchants connect with more shoppers, regardless of whether they advertise on Google. 

Which means that even if you are not selling online, you can still showcase your in-stock products to potential customers. 

TAKU Retail POS has partnered with Google to make it easier for merchants to get started with Google Product listings. By using TAKU, product feeds are automatically optimized and submitted through your POS. To learn more, click here.  

3. Adding your products to social media 

Adding products to social media

Facebook is one of the most popular social media platforms with more than 2.45 billion monthly active users. Now, merchants can give customers an easy way to browse and purchase products with Facebook Shop. 

Facebook Shop has expanded a great deal in the last few years and is used in 70 countries by 800 million people monthly, making it the perfect opportunity for retailers to showcase their products to millions of potential customers. 

Again, you can upload products manually or with an integrated retail platform such as TAKU eCommerce that will automatically sync your in-store products to Facebook Shop. With an integrated system, your product catalog will sync every 12 hours once you have uploaded your products onto your Facebook page. This will ensure that your product information and stock levels are updated on a regular basis. 

Depending on the type of products you sell, Instagram may be another essential platform for retail businesses. With more than 1 billion monthly users, your customers are already on Instagram. So make it easier for them to discover and browse your products with Instagram shopping. Essentially, Instagram Shopping allows merchants to transform their profiles into digital storefronts.

We hope Part 2 was helpful to you. To learn more about the last 3 steps to getting your physical store online, keep an eye out for the rest of our blog and video series. 


To learn more about the next steps to getting your physical store online, keep an eye out for the rest of our blog and video series.

How to Drive Foot Traffic to your Retail Store Post-COVID-19

How to Drive Foot Traffic to your Retail Store Post-COVID-19

With most businesses back on their feet and not just relying on online sales to keep them afloat, retailers can start thinking of ways to drive foot traffic back to their stores. 

Having said that, traditional methods of driving foot traffic may not be as effective as before. With safety and cleanliness being the main concern of most shoppers, experience-based strategies such as in-store events and classes are no longer practical as they once were pre-pandemic. 

That’s why we’ve put together 5 strategies to help store owners drive foot traffic in a post-COVID-19 retail environment. Check them out below. 

1. Focus on Health & Safety 

retail store mask policy

Shoppers don’t want to feel at risk of contracting COVID-19 when they enter your store. So if you want more customers to shop at your physical store, you need to make them feel like it is safe to do so. 

You can build trust with shoppers by visibly cleaning and sanitizing your shop, providing staff (and if possible customers) with masks, and placing hand sanitizer throughout the store. It is also a good idea to limit the amount of shoppers allowed inside at a given time. Consider placing social distancing markers or decals on the floor. This will help ensure that customers are following social distancing guidelines once they enter your store. 

For more information on how to implement health & safety measures post-COVID-19, download our checklist here. Depending on the demographics (e.g. a lot of your customers are seniors) in your area and the space available in your store for people to socially-distance themselves while shopping, you may want to consider a mandatory mask policy. These can be controversial and must be implemented and managed carefully to minimize potential friction. Learn more about how to manage and implement mask policies in your store.

Don’t forget to take advantage of digital channels (social media, SMS, email) to communicate with shoppers. This way, customers will be aware of the health and safety measures you have in place and will be more comfortable coming to your store. 

Remember –  generating store foot traffic during the pandemic is not just about being the trendiest, cheapest, or most unique brand, it is about appearing safe. 

2. Double-down on Google

retail customer post-COVID-19

Hundreds of millions of shoppers use Google everyday to start their product searches, making it the ideal place to list your merchandise.

While the Google Shopping tab previously consisted of only paid listings, Google recently announced the launch of unpaid, organic Google Shopping listings

Merchants in the U.S. can now access this feature for free while an international rollout is expected by the end of the year. 

TAKU Retail POS has partnered with Google to make it easier for retailers to automatically sync and optimize their product listings. With TAKU, merchants can choose to send their existing POS product information with the built-in feature to unlock the free product listings. Because this is a built-in integration right in the POS, there’s no data entry required. To learn more, click here.

TAKU’s integration with Google also allows you to display your product catalogue online through Google’s “See what’s in store,” a free showcase directly below your Google store listing. SWIS lets you display your store’s stock and products online with real-time stock updates, attracting nearby shoppers to your store.

As the saying goes, showing up is half the battle. Shoppers need to know when your store is actually open. A shopper that shows up to a closed store because the opening hours listed for your business on Google Maps are outdated likely won’t be back. Make sure you have a verified Google My Business (GMB) store listing and keep your store hours up-to-date. If you’re not using GMB yet, do it right away as it’s the best free online marketing tool available to small businesses. For more information, check out our blog post about why retailers need Google My Business.

If you already have a verified GMB account, make sure you have taken advantage of all of the free marketing tools available within GMB by making your listing more searchableattracting more local shoppers with visual posts that promote in-store offerings (e.g. limited-edition collaborations that are only available in-store) and encouraging customers to review your store to improve your ranking when people search online for your business.

3. Contactless Payments

contactless payments

Contactless payments are not only convenient, they also provide retailers with a safe and secure way to take payments in-store. Throughout the pandemic, contactless transactions have increased and even become a preferred payment method among consumers. Offering contactless payment will help customers feel safer when purchasing as they don’t have to touch high contact surfaces such as PIN pads or checkout counters. 

Due to the COVID-19 pandemic, the demand for contactless payment and pickup methods has significantly increased and stores that offer them will be more attractive to customers when they’re choosing where to shop.

One thing to remember though, is that contactless payments may not be EMV and therefore you may be liable for chargebacks. Prior to the pandemic, merchants would generally set their contactless limits at $50 to $100 per card per day but since March, many retailers have opted to increase the limit to make it easier for customers to buy more when they are in-store. But higher tap limits will increase the chance that those merchants will be responsible for higher-value chargebacks. Make sure to check with your merchant processor regarding liability and what you can do to protect yourself if you ever need to appeal a chargeback (e.g. getting signatures, installing CCTV cameras, etc.) if you are considering adding contactless for the first time or increasing your contactless daily limits.

4. Buy Online, Pickup In-store

buy online pickup in-store

For customers that are not comfortable shopping in-store, you can create a contactless retail experience with buy online, pickup in-store (BOPIS) or pickup at curbside. Shoppers can use your website to browse items, pay online and simply drive to your location when their order is ready for pickup. Once it is safe to offer in-store pickup in a safe, efficient manner, this is always our recommended fulfillment option for retailers that have physical stores. In-store pickups are not only more cost-effective (e.g. no packing or shipping costs), they generally have lower return rates since people can check products prior to pickup and, most importantly, they can lead to higher-margin impulse buys when shoppers see other products they might want to purchase once they are in your store. This is why it is important for retailers to plan carefully where they will place their pickup location in-store. It should be a location that allows shoppers to feel safe (e.g. allows enough space for social distancing) while making it convenient for them to see and pick up additional items quickly.

To make it easier for their staff, retailers should consider enabling staggered pickup times at checkout. This way, long lines and crowds can be avoided as customers must make an appointment to pick up their purchases. All-in-one sales platforms such as TAKU have a built-in function in their online store builder to allow shoppers to choose a pickup date and time at checkout.

5. Exclusive In-store Promotions

Running in-store promotions is a tried and tested way to drive foot traffic. However, retailers need to be strategic about how they run promotions so that they can maximize profitability. Using promotions to generate foot traffic can be done by creating exclusive in-store offers which incentivize customers to come to your store rather than shop online. 

The following are some promotional strategies retailers can use:

Exclusivity with Private In-store Appointments – this strategy works particularly well if you are selling higher-value products that can benefit from having a sales associate involved to answer any questions

Exclusivity with In-Store Promotions – use your email marketing lists and social media posts to promote special offers to your best customers with limited time/quantity in-store only promotions specifically for them

In-Store Bundle Discounts – this strategy is particularly useful when you have excess stock you are looking to get rid of but want to ensure a minimum basket size in-store

Surprise In-Store Markdowns – random markdowns such as “score of the week” are effective in attracting both new and returning customers. These promotions are usually less risky as you know exactly how the discount will affect your margins. A smart POS system can analyze in-store promotions, allowing store owners to see trends and margins. 

Conditional In-Store Offers – examples include spend a certain amount and get a free item, buy a certain item and save a percentage off your entire order etc.

Want more retail tips? Find out more about retail merchandising below

Merchandising
How to Manage and Implement Mask Policies In-Store

How to Manage and Implement Mask Policies In-Store


Depending on your region or city, governments everywhere have been revising restrictions to help retailers re-open safely. Regardless of the local by-laws, it is important for retailers to be prepared to have and to manage mask policies for physical stores. 

Over the past several weeks, cities and mainstream retailers have started implementing new universal mask policies. In this article, we’ll go over how retail owners should consider mask by-laws in-store, how to implement a mask policy even if it is not mandatory in your region, as well as some best practices on how to manage defiant shoppers.

Managing Mask By-Laws In-Store 

If your store is located in an area where mask by-laws are in place, you’ll want to ensure that you take the necessary steps to implement new procedures pertaining to the by-law: 

  • Print out a copy of the by-law from your municipality’s website and consider having a printed copy of the latest by-law available in the store to show to customers as required. Make sure you have read it carefully and are familiar with the requirements.
  • Develop a store mask policy in accordance with the by-law. Make sure to include necessary exemptions as stated by the government (individuals who are exempt such as those with health conditions or younger children, when masks can be temporarily removed etc.) 
  • Be sure to train employees, particularly those who will be greeting and possibly confronting non-cooperative shoppers.
  • Display all necessary by-law signs (posters, signage on store-front etc.) outside and inside of every entrance to your store.

When Masks are Not Mandatory

Retailers have an obligation to provide a safe environment for both their staff and shoppers. In the absence of government orders, it is up to retailers to then determine how to provide a safe environment. 

While masks are not known to protect the wearer from catching the virus, studies have shown that:

  1. They do provide effective protection in minimizing the spread of the virus if the wearer is unknowingly sick (asymptomatic). Countries that have adopted universal masking policies (e.g. South Korea) have also had the best results in minimizing the spread of the virus.
  2. More importantly, they have a positive psychological impact on shoppers that are scared. While some people do not believe in the effectiveness of masks, there is no doubt that mask policies make worried shoppers more confident to shop in-store.
  3. Similarly, having a mask policy will make it easier for retailers to both hire and retain employees many of whom are worried about being exposed to many shoppers throughout the day.

As the virus continues to spread, many retailers have themselves announced mandates requiring all customers to wear masks in their stores. While some shoppers may find mask policies to be unfavourable, given the legal and ethical obligations of the situation, it would be in every retailer’s best interest to make masks mandatory. This will increasingly be easier to do as the largest retailers including Wal-mart, Best Buy, and Costco have all recently implemented universal mask policies.

Let’s take a look at some of the steps that retailers can take when implementing mandatory masking policies both in the absence of government orders and when government by-laws are in place. 

1. Clearly communicate store mask policy

Given the number of different rules and regulations surrounding COVID-19 safety, it’s important to communicate your policy in a clear and respectable way to shoppers. This means having proper signage at all store entrances as well as inside the store and communicating the new policy via social media and digital channels (e.g. email and store website). It is important to announce your new policy in advance to make sure that shoppers are aware of the change and will be expecting to bring and wear a mask when they come to your store.

Signage should state your policy in an easy to understand manner such as “For the safety of our employees and shoppers, all customers entering store premises are required to wear a mask or face cover inside”. You may want to consider adding a list of exemptions to your signage as well (for ex: those with health conditions, hearing impairments etc.) Proper signage and marketing will make potential and returning customers more comfortable to shop at your store. 

If you live in a region where universal masking policies are in place, you’ll want to ensure that all signage and marketing complies with rules of the by-law.

It is worth noting that some retailers have even taken denying access to all maskless shoppers, regardless of the by-law exemptions. In this example of a Fabricland store in Ottawa, the company policy goes beyond the requirements of local regulations and instead asks that anyone unable to wear a face covering to use their curbside pickup option. While stores are privately run businesses on private property and therefore may set their own store policies, it is important to consider both the potential legal and PR implications depending on how universal your mask policy is.

no mask no service sign

2. Station employees at store entrances

Create the role of  “mask ambassador” and assign certain staff members to take on this role. Each “mask ambassador” should be stationed near an entrance of the store to remind customers of the new masking policies. 

You may want to require these employees to wear specific clothing (e.g. a black t-shirt) to make it easier for shoppers to spot them. It’s important that these employees wear highly visible masks themselves and also receive special training to help make the process smoother for customers. Store owners may also want to consider hiring security staff to enforce mask usage.

station store employees at store entrances

3. Train store employees

Unfortunately there have been cases of angry shoppers using physical threats or even spitting on retail employees because of mask policies. This is why it is so important for staff to be trained on how to deal with different customer interactions including: 

  • Those arriving without a mask 
  • Exemptions pertaining to mask policies or by-laws (people with disabilities, hearing impairments, younger children etc.)  
  • Customers wanting more information about the store policy or by-law
  • Aggressive, angry, or irritable customers 
  • Fines related to by-laws
  • Shoppers asking for hand sanitizer or masks 

In the past few weeks, social media has been full of videos capturing clashes between store employees and customers who refuse to wear masks. However, it’s not a retail employee’s job to manage any escalation with customers by themselves. Businesses have a legal and ethical responsibility to provide a safe working and shopping environment. If customers are abusive in their speech or actions, retailers have a right to refuse them. Click here for more examples of how to deal with customers who refuse to wear masks. 

Retail employee wearing mask

4. Consider giving masks away for free

If it is possible, offer to give or sell an affordable mask to unprepared shoppers to avoid turning away potential customers. Doing so is a great way to make it easy for customers to comply with store policy and/or government by-laws. It also helps showcase your support for your customers, employees, and community.

free masks

5. Provide alternative ways to shop 

If customers have concerns about wearing a mask while shopping, providing them with alternative ways to shop online for delivery or contactless curbside pickup is a great way to continue to provide safety and convenience. Modern retail software platforms such as TAKU retail POS help retailers meet the new expectations of shoppers by allowing them to move their physical store online and sell from anywhere in the store, all in one flexible solution. 

Store Mask Policy

We hope you found this article helpful.

For more post-COVID-19 retail tips, sign up for our blog updates.

COVID-19 Survival Tips for Retailers

COVID-19 Survival Tips for Retailers

👇👇👇 Scroll to Download the PDF Version of our COVID-19 Survival Tips for Retailers!!

For retailers dealing with the impact of COVID-19, shutting down may not be an immediate option, particularly if they are an essential business in their community. Over the past 10 days, we’ve spoken with many small businesses who are looking for ways to better manage the impact. Scroll down for tips on how you can minimize the impact of COVID-19:

Sell Online and Stay in Contact with your Customers

  1. Add or Expand Digital Sales Channels including e-commerce for shipment or pick-up in store. Read more regarding the TAKU special offer to support local businesses who want to start selling online.
  2. Offer Contact-less Options. It is expected that shopper behaviour will be significantly impacted by COVID-19 at least until there is a vaccine developed next year. This means that shoppers will have health and safety top-of-mind for the foreseeable future. Prepare now to make sure you are prepared before your competitors. Take this time to set up “Leave At My Door” delivery options or “pre-scheduled contactless curbside pickup” with orders placed online, by phone, fax or email. These are great options as you have confirmed pre-paid sales before you pack an order, you minimize staff and customer exposure and you avoid the cost of packaging products for shipment.
  3. Make sure you have a Google My Business profile and keep your store hours up-to-date. For a limited time, Google will be showcasing any Posts made on merchant GMB profiles to people searching locally to ensure that local businesses get more coverage in their community. GMB Local Posts are a free (!!) and effective way to stand out in local searches and update shoppers about any new offers, delivery options, etc
  4. Join Local Social Media Support Groups to stay engaged with the community. These are not commercial spaces so don’t sell unless it’s appropriate but find out what your community needs. Here is a great example of a small business that found a way to give back.
  5. Connect with local businesses to pool resources. Large retailers who rely on delivery such as Amazon can’t ship products in a timely manner anymore. There may be an opportunity for your local businesses to step up, particularly if you supply complementary products by offering local delivery together.
  6. Keep an eye out for government Requests for Proposals if you’re in a position to re-tool your business to help address the challenge of COVID-19..
  7. Look for ways to leverage the new “Stay-at-home Economy,” the new market created by demand from family, friends and children in self-isolation as a result of coronavirus. There are reports of sizable increases in at-home related categories including: personal fitness gear, home office equipment, indoor games, home and garden supplies, educational materials and books, hobbies, entertainment-related electronics, direct-to-consumer (DTC) friendly products suitable for mail-order subscriptions such as coffee, etc.
  8. Keep an eye on your POS sales data to see if there are new trends to make sure you are stocking and promoting the products that shoppers want now vs. what they wanted to buy a few months ago.
  9. Take advantage of marketing offers to get free ad credits to reduce the cost of staying in contact with customers. For example, Google has announced $340 million in Google Ads credits available to all SMBs with active accounts over the past year. Credit notifications will appear in your existing Google Ads accounts and can be used at any point until the end of 2020 across Google advertising platforms.
  10. Be flexible and don’t be afraid to take action. A flexible and adaptable mindset is what will get you through this crisis. The situation is changing day-by-day which means you will need to make adjustments in your response. Even if you come up against resistance in the beginning, shoppers will eventually come around because people still need to buy and consume things.
  11. Expect long-term changes in shopper behavior. While some pre-crisis shopper behavior will return, this pandemic will have long-term impact on general shopping behavior. Make sure you’re aware of those changes and adapt your business to match them. My parents are both over the age of 70 and have never ordered anything online in their lives. While they still prefer shopping in stores, needless to say, they are both avid online grocery shoppers now and will likely continue to buy more online in the future as they find it more convenient for re-stocking.
  12. If sell B2B, find a way to pivot to target recession-resistant or essential companies as they will be the most likely to invest in new products or services.

In-Store Management Tips

1) Encourage Visible Hygiene Management in store by having all staff use gloves or wear masks. Have hand sanitizers readily available at the checkout area, near doors with handles, etc. If possible, have staff wipe baskets or trolley handles before passing them to shoppers.

2) Have clear signage to help customers understand the impact of COVID-19 on your store and what to expect for their shopping experience. Download these signs from CFIB to customize for your own business: Temporary Closure Notice, Safety Notice to Visitors

3) Pre-pack bulk goods such as fresh produce wherever possible to minimize touch. Stop offering samples unless they are pre-packaged.

4) Encourage Social Distance In Store by increasing the space in the checkout area between cashiers and where shoppers are waiting to pay. It’s as simple as adding tape on the floor to clearly show where shoppers need to stand as Walmart has done. Costco has famously used pallets to enforce social distance requirements in an orderly fashion.

Walmart Canada, Peter J. Thompson/National Post
Costco Canada entrance, Toronto, Canada

5) Merchandise for fast retail as most shoppers will be shopping for necessity versus discovery. Keeping in mind the social distance required for safety, you will want to consider moving fast-moving goods in an easier to access location.

6) Put up transparent barriers wherever possible to minimize transmission while protecting staff.

Colemans Foods, Newfoundland, Canada

7) Encourage “Contactless” Payments (e.g. tap or Apple Pay) and discourage the use of cash to protect your staff wherever possible. You may even want to increase your “contactless” limit with your merchant processor but remember that you are liable for any potential chargebacks on “contactless” payments.

8) If you are an essential business that is still sourcing, pay special attention to your supply chain. Anything sourced from areas dealing with a surge in COVID-19 cases will need alternatives in place. If necessary, even look at your suppliers’ suppliers for critical products.

9) Minimize Any Processes that Require Touch such as loyalty programs that require a tablet or credit card terminals that require optional prompts. Print out a QR code or signage for your web site and encourage users to sign up on their own phones.

10) Review Receipt Management Procedures to train staff to put receipts directly into shopping bags instead of handing them to customers or, even better, ask if they are ok to receive their receipts by email. Remember that privacy regulations require that you get positive customer consent to save their emails for future use so use an integrated email marketing tool to capture consent that will allow customers to unsubscribe themselves.

11) Sell In Store Gift Cards with an Incentive (e.g. extra $15 for every $100 gift card) to encourage shoppers to come back to the store when things are back to normal.

12) Offer Free Pens to shoppers who don’t have their own. It’s a cost-effective gift that discourages the use of public pens and helps customers remember you. Remember to minimize touch when offering them.

13) Communicate Proper Treatment Procedures when staff are sick. Make sure all managers and staff know what to do when they are sick. There is a lot of information out there – be sure to refer to the most credible medical sources in your country. In Canada, that will mean the public health authorities for your province or territory. In the US, the CDC is a reliable authority for guidance. For further details, you can also review the steps to prepare worksplaces for COVID-19 published by the WHO.

14) Minimize the Number of Shoppers In-Store to protect your own employees and make sure that shoppers are both comfortable and safe while in your store.

15) Encourage or Support Donations of Essential Supplies to local hospitals to protect frontline healthcare workers where supplies are short. This is one of the local PPE (personal protective equipment) drives for the Toronto GTA area.

16) Limit Stock Quantities for any essential household and medical products to avoid stock outs. #WeAreAllInThisTogether


For more information regarding government grants and relief programs, click here.

How to Actually Improve the Retail Checkout Process in 5 Steps

How to Actually Improve the Retail Checkout Process in 5 Steps

Let’s face it, no-one likes long line-ups. Slow checkout process almost always leads to frustrated shoppers and poor customer satisfaction, which can mean lost sales in the process. 

While the brick-and-mortar checkout experience has long since evolved from the standard cash register, shopper expectations have also risen along with it. Today’s retail shoppers expect a fast and easy checkout experience because of the rise of e-commerce. With convenience at their fingertips, shoppers want what they want and fast.

That’s why we’ve put together the following tips to help you speed up your in-store checkout. Keep reading to find out how you can provide a frictionless experience that will keep your shoppers smiling while you ring in more sales! 

1) Accept different payment methods 

Today, shoppers pay with a lot more than just cash or card. That’s why accommodating different payment methods can go a long way in reducing lineups and speeding up the checkout process. In fact, the more payment options you accommodate, the easier it is for shoppers to check out efficiently. 

To speed up your checkout process, consider enabling the payment types below. 

  1. Contactless Payments: Contactless payments are a faster alternative to chip and pin transactions. In fact, tap-and-pay technology has been adopted by many major credit card companies and is a popular payment option for in-store shoppers. 
  2. Mobile Payments: According to a survey done by Blackhawk Network, three out of five U.S. smartphone users have a mobile wallet. While this is a large chunk of consumers, enabling mobile pay can also help retailers capture sales when shoppers leave their wallets at home. 

Expert Tip! Check your processing contract to see if you are liable for any chargebacks on contactless payments. Though the increase in speed may still be worth the risk of possible chargebacks, you will want to minimize your exposure by encouraging the use of digital wallets (Apple Pay, Google Pay, etc.) which have secondary authentication. You can also consider having CCTV coverage in your checkout area to deter would-be fraudulent shoppers.

retail checkout

2) Offer a buy online pickup in-store (BOPIS) option

Customers value convenience over many things in retail. Checkout is one of the main parts of the shopping experience where convenience is most valued. In fact, 40% of in-store shoppers state that check-out is when convenience is most important to them

One of the best ways provide immediate shopper convenience is a BOPIS option. Physical stores are important because shoppers may not have time to wait for products to ship and are looking for something for immediate usage. BOPIS solves several problems that have increasingly discouraged today’s customers from shopping in-store by:

  1. Optimizing the customer experience by ensuring that shoppers are never disappointed (e.g. products are out of stock) when they get to the store.
  2. Saving shoppers time when they are in the store – everything is already ready for pick-up. Retailers can streamline the process even further by dedicating certain checkout lines and POS stations to BOPIS shoppers. Don’t forget to merchandise around these areas with high-margin “snackable” products to capture any last minute impulse purchases!

According to an article by the Business Insider, almost 70% of US consumers use BOPIS. Buy online pick-up in-store options significantly increase checkout speed because all shoppers have to do is come to the store and pick up their orders. In some cases, 50% of shoppers state that they decide where to buy based on whether they can pick up their orders in-store.

At the same time, BOPIS also boosts sales and profitability for merchants by improving cashflow with prepaid orders, encouraging more impulse buys in-store, reducing overall delivery costs and minimizing returns compared to e-commerce.

It’s important to remember that BOPIS is most effective when used with a retail POS that can handle “unified commerce” as real-time stock levels are key to product availability. Unified commerce is just another way of saying a total retail management platform that offers a single view of inventory, sales, and customer data across an entire business in real time. As expected, the need for real-time data grows as sales volume and transaction complexity increases.

buy online pick up in-store

3) Upgrade to a line-busting POS

One of the best ways to speed up your checkout process is to choose the right POS system. With so many different options out there on the market, it’s best to choose a POS that is designed for checkout speed. Particularly, look out for the following features in your POS software:

  • Cross-platform capabilities that let you turn any device into a station. You’ll want to ensure that your POS is mobile-friendly and that it can be run from any device. Choose a system that lets you ring in sales from anywhere in your store when lineups get too long. This means you can speed up the checkout process for your shoppers based on real-time demand.
  • Easy to navigate salescreen. Look for a POS software that is user friendly and designed for minimum clicks. Ideally, cashiers shouldn’t have to leave the salescreen in order to complete a transaction. 
  • Fast barcode scanning. To ensure a fast checkout process, it’s necessary to choose a POS system that is designed for fast scanning speed. It’s also important that your POS software can handle multiple barcodes per SKU.
  • Advanced inventory search. In addition to the features mentioned above, your retail POS needs to have smart search functions and the ability to quickly recall your last search. This will give you and your employees the ability to search products by keyword, description, or tag in case labels fall off or barcodes are not scannable.
line busting retail POS

4) Train your staff effectively

Having the right POS technology and hardware in place is not enough. Retailers need to consider the people who are actually operating the technology (sales associates).

Staff are a crucial part of checkout optimization. Which is why store owners must allocate adequate time and resources to adequately train them. To make things easier, think about adopting a POS system with built-in training tools. This will boost employee productivity and encourage self-service while significantly reducing training costs and time.

training retail staff

5) Enable self-checkout

To speed up check-out processes, one of the options that retailers can give to customers is a self-checkout section. This is especially so for small independent grocers or pet stores. Allowing customers to checkout themselves means that there are more staff that can help out other people browsing in the store — whether it is buying one item or topping up their baskets.

6) Email Receipts at Checkout

While digital receipts are environmentally friendly, they’re also useful in cutting checkout lines. For one, shoppers won’t have to wait for their receipt to print out. And your employees won’t have to waste time refilling the receipt printer – risking the chance of aggravating customers who are already waiting in line.

In addition to streamlining the checkout process, digital receipts also come with significant business benefits, including:

  • Giving retailers an easier way to build email lists and gather customer data
  • Helping reduce fraudulent returns 
  • Decreasing overhead costs by eliminating printed receipts
  • Driving future interaction when you include links to the store website and social media
  • Allowing retailers to include personalized marketing message on receipts boosting customer satisfaction and loyalty

Expert Tip! Privacy is an increasingly important customer expectation. If you are collecting email lists, make sure that your POS system gives you the ability to legally collect consent for marketing directly from your customers.

email receipts

We hope you found this article helpful!

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