How to Set Up an EPOS System for your Business
Setup guidelines are normally accessible on company websites, so you can decide if you can set up the system yourself, or on the off chance that you`ll require help. Some give remote help, and others can suggest installation partners who can set up the POS system for you, however these services cost additional.
Advanced POS systems may have complex setup prerequisites, and the company may charge a setup and installation fee upfront to pre configure your system before they dispatch it, so its plug and play once you get it. On the other hand, they may offer remote or onsite setup help, data migration and training services and you pay either a set fee or by hour for these services.
Regardless of whether you pick a simple POS system you can set up yourself or one that is advanced that the company installs for you, make sure to give yourself abundant time to set up the system before you plan on using it. In addition the hardware setup, you`ll have to invest some time setting up the product, including stock or making a menu, and preparing your employees to use the system.
Consider Compatibility Issues Before You Buy
The initial step, before you even pick a POS system, is to decide if there are any parts that you effectively claim and need to use and if there are any services you may need to check for compatibility to use with the system. Provided that this is true, you have to check for similarity before picking a POS system so there aren`t any unpleasant surprises and costs.
Setting up POS Hardware
Tablet POS systems are generally cloud-based and require reliable internet access. Others are hybrid systems that use a local server yet save your data to the cloud, enabling you to access back office features like reporting online from any device with a browser.
Cloud-based systems are the easiest to set up. After your internet is set up and your tablet is associated with it, setting up a simple tablet POS system
Setting up POS Software
In addition to setting up hardware, you have to set up the software. After signing into your account, you can go to the settings menu and configure the account settings to your liking.
You would then be able to import data about the items you offer into your POS systems. If you have a retail store, you`ll need to create a product catalog and include your inventory. Or if you have a restaurant, you`ll have to make menus and a floor plan and include your items. You may likewise need to include contact information for your customers and suppliers.
In case you`re switching systems and need to migrate your data, or on the off chance that you have numerous things to add to the system, search for a downloadable spreadsheet layout that you can reorder your product data into and upload to your new system.