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How to Get Started with a New POS System

The POS software system streamlines retail operations by tracking vital sales data and automating the various transaction processes. Depending on the software features, retailers can track inventory changes, pricing accuracy, sales patterns and gross revenue. Using integrated technology to keep track of data helps retailers catch-up with discrepancies in cash flow, pricing, loss, profit or interruption in sales. Below we discuss ways to get started with a new POS system.

Find the best retail service provider

It’s vital to find the best retail service provider since different solutions are made for distinct businesses. Some of the custom software applications provide alternatives to the various retail operations include ticketing businesses and events, which is why it’s so important to do research to determine which solution will provide the right features and tools for your business. Weighing out your options and choosing the right hardware and software will help you narrow down a decision while making the set up process easy. 

Decide on the POS Set Up

The next step is to get your POS system configured, operational, connected, and ready to be used. It’s advisable to seek a POS expert service to set up the system quickly. The services provided by a POS expert include uploading your products, configuring your settings, moving your store data and training your team. You should also look for a POS software that provides robust customer support if your store has a product catalogue, sales analytics, integrations and multiple stores. 

Set up your hardware

Setting up your hardware or the equipment that you need depends on your store’s set up. Some retailers require several devices including cash drawers, payment terminals, receipt printers, and barcode scanners. The procedure of setting up your equipment like a payment terminal involves switching on the device, connecting to your WIFI network and pairing it with your POS system. You can set-up your tablet POS system by downloading the application from the Google Play store or App Store.

Set up your POS software

It’s vital to set up or configure your POS software. After logging in, you can go into the settings menu and set up your account the way you prefer. Some of the things you can do to configure your account include setting up your sales tax rates, setting up tipping options, assigning roles, managing permissions, and customizing receipts with your logo, business name, and address information. In this step, you can also import or add information about the products or services you provide in your POS system. 

Set up your user accounts

A point of sale solution will allow you to set up profiles or accounts for your team members who will operate the system. The team members will include managers, admins and cashiers. Setting up your user accounts will also allow you to set user permission levels, which will enable users to access certain features or information. You can also make the most of your POS system by integrating it with other applications that you are already using. Depending on your retail point of sale software, you can integrate it with your accounting software, eCommerce platform, loyalty program, marketing automation solution and employee management application.