Q&A from the New PoS/Dashboard Webinar (April 2024)
About the Training
Can I access the new PoS & Dashboard training recording and share it with my staff?
Yes. The recording is now available here .
Will there be more live trainings in the future?
You will be the first to know! Be on the lookout for emails and announcements on your New Dashboard homepage.
About the PoS
How do I know if I am on the latest version of the PoS and New Dashboard?
Once you log into your BloomNation account, if you don't see a banner that is encouraging you to upgrade, that means you are on the latest version and no action is required from you.
If you haven’t upgraded yet, follow the prompts in the upgrade message banner and get a head start before we sunset the old version on May 31, 2024.
When changing the status of an order, does the customer get notified every time?
The customer will only get notified when the status is changed to the following: Out for Delivery, Completed, Delivery Attempted and Canceled.
Do I have the option of saving a customers' credit card in the Point of Sale for future purchases?
If the transaction is through the BN Point of Sale, you can choose to save the card to the customer's profile. If the transaction is through the Premium Site, the customer can choose to save the card to their Stripe Link to make checkout easier in the future.
Do I have to add SKUs or names my own arrangements when using the PoS?
A name is always required for a product but no SKUs needed to create products and add to the BN PoS.
How much is the BloomNation card reader and where do I purchase hardware?
Please visit our PoS Hardware webpage for more information and if you'd like to purchase any equipment contact our Customer Support, or contact your dedicated customer associate if you have one.
Does a fee get charged when you take a cash payment through the PoS?
No, there is no fee for cash payments on Point of Sale.
Does the new Delivery Management feature replace OnFleet?
Delivery Management is BloomNation’s alternative to OnFleet. If you are currently using OnFleet, you have the option to switch to our very own Delivery Management. We recommend reaching out to your Customer Support representative to discuss which option will best meet your specific business needs. Visit the help center article for Delivery Management for more information on the feature.
While using Delivery Management, can I add more stops to a specific delivery route?
Yes you can! You can go back to the Unassigned Orders tab, select the orders/stops you want to add into a specific route, then select “Add to Route”. Visit the help center article for Delivery Management for more information on the feature.
How do I process custom orders with items that are not on the website?
You should be able to add custom orders on the PoS.
What is the difference between Invoices and Proposals and how to use it effectively?
An Invoice should be used when billing rendered services for events once you’re ready to collect payment. A Proposal is a tool you can use earlier in the sales process to provide a quote to a customer for an event. Once the customer accepts the proposal, you can convert it to an invoice to begin the billing process. Visit the help center article on Proposals and Invoices for more information on the feature.
Can the invoice be customized with our logo?
The invoice will automatically have the logo of your shop. Visit the help center article on Proposals and Invoices for more information on the feature.
Are there additional costs to upgrade to the new PoS?
Upgrading to the latest PoS version is free. If you haven’t upgraded yet, log into your BloomNation account and follow the prompts in the upgrade message banner.
About the New Dashboard and Premium Site
Does BloomNation integrate with QuickBooks?
Yes, BloomNation allows you to export your sales history which can be imported into QuickBooks as a CSV file.
What browser & version is required to run the new dashboard?
We recommend the latest version of Google Chrome.
What is Bloom+ and how do I get to it?
Bloom+ is our very own streaming service, exclusive to BloomNation florists! Just log in through your New Dashboard and find "Bloom+" on the left navigation sidebar. If you haven't activated your New Dashboard account yet, click here to get started and unlock access to Bloom+.
How do I change seasonal banners on my BloomNation premium site?
Please visit our help center article on Website Banners for more information.