FAQs

Questions? We have answers.

We understand that managing a small business can be both rewarding and challenging, and we're here to help make your experience smoother. Our POS, inventory management, and reporting platform is designed with your needs in mind, and we know that you may have questions as you navigate our tools. Whether you’re just getting started or seeking tips to optimize your experience, we’ve gathered answers to the most common inquiries right here.

Do you guys support Dropshipping usecases?

Yes! Biz Insights is designed to support dropshipping businesses by providing tools for inventory management, order tracking, and sales reporting. You can easily manage your products, track orders from suppliers, and analyze sales data to optimize your dropshipping operations.

What are these payment types? (Cash, Debit card, Credit card, Due, Check, Gift card)
When checking out, these settings let the record-keeping system know what payment type the Customer used. Some payment types have special properties:
  • Cash: This indicates that the Customer is paying with cash. The system will record the cash amount received and calculate any change due.
  • Debit card: This indicates that the Customer is paying with a debit card. The system will record the payment, but does not process the payment. Biz Insights does not handle card payment processing.
  • Credit card: This indicates that the Customer is paying with a credit card. The system will record the payment, but does not process the payment. Biz Insights does not handle card payment processing.
  • Due: This indicates that the Customer will complete the checkout process but has opted to pay at a later date. The Customer must be created in the Customer Tab so that the debt can be assigned to the Customer correctly.
  • Check: This indicates that the Customer is paying with a check. Biz Insights does not handle check payment processing.
  • Gift card: This indicates that the Customer is using a gift card to pay for the item. The system will deduct the amount from the gift card balance. Gift cards can be automatically generated and managed by Biz Insights.
Can I manage my accounting with Biz Insights?

Absolutely! Biz Insights is designed to support the day-to-day operations of your business, as well as your end-of-cycle accounting. When you manage your inventory, tax settings, sales, and expenses with Biz Insights, all the accounting is done for you and displayed in the Reports Tab.

I provide a service (non-tangible) rather than sell products, can I still use Biz Insights?

Certainly! Biz Insights is designed to support businesses in the service industry as well. Create your service packages as an Item, and check the "None Stocked" item type. Your wholesale price would be your cost of delivering the service, while the retail price would be the amount you charge the customer. That's it! That is all the changes you would need to make to have Biz Insights work for your service business.

What happens if my power or internet goes down?

We understand that things happen that are beyond your control. Biz Insights can run on any device with a browser, so a backup laptop is a great idea. Biz Insights was also designed to run on as little data as possible, so using mobile data is also an option when the main internet is not available. Many of our clients have also adopted a strategy of writing down transactions in a notebook during power outages and registering them later, once power is restored.