I just finished talking with a potential customer of ours about integrating a point of sale into a location. One of the questions they asked about was the process.
A proper setup of the point of sale system is one of the most important pieces in the process.
A proper setup of the point of sale system is one of the most important pieces in the process.
- The first step is to make sure the equipment configuration is done. Even with a single station system it is important to make sure that everyone understands where the customer receipts will print and if we need a remote barista or food printer. If we have multiple stations, it's even more important.
- Menu. We then need as much menu information as you can get us! It is amazing how many items are not listed on your paper menu or the menu board. For the POS to be effective, we have to know all your up charges, flavor and food choices and more.
- Menu review. Once we have your menu, we need to review it. This step happens about 80% of the way through our menu design in the POS. We then want you (and any staff) to review the menu with one of our technicians. This step is crucial as it allows us to alter the design and button placements if needed.
- Training is usually performed at this step. We really want to train on the employee level, management and then owner level. This allows us to get you familiar with the system.
- Credit Card setup. If possible, we love to get the credit card information from you before the system ships. That way we can perform test transactions and ensure it all works. Some credit card companies can take 1-3 weeks to get us that information!
- Gift Card design and setup. If you are ordering gift cards with the system then we need to get a copy of your artwork. That allows our team to make sure the gift card will be designed properly. Additionally, if you are using an existing company for gift cards, then you will need to allow for time to convert those into our system.
- Shipping and installation. The system is then boxed and shipped to you. In most cases you will call SelbySoft and have us walk you through the exact setup. All that is left is to determine a 'go live' date!
