How to Successfully Implement a POS System
Implementing a POS system is a less than favorable pastime for most most business owners, choosing the perfect software is only the beginning—next, your business has to transition to using it.
There are many factors that go into a successful POS implementation, a lot of sales propaganda and articles, will tell you how to choose a POS system - but not a lot will tell you how to safely, and successfully implement a POS system.
Here are 3 tips for implementing a POS system to consider, whether you are a seasoned business owner or brand new to the game:
Tips for Implementing a POS System #1 - Include staff from the beginning
Successful POS system starts way before POS purchase. Gather your staff and identify what pain points exist for them in the day to day running of the business from the beginning. Your POS system should be tailored to these needs and requirements from the beginning.
Train staff. Identify and train all staff who will be handling your POS system. A highly successful POS system can only be as successful as the staff who handle it. Take advantage of your vendor’s free online training manuals, videos, and webinars, or invest in one on one training.
Benefits of a Point of Sale system #1: Sales Reporting.
Another thing every business owner needs is the ability to pull reports. POS systems store and manage information quickly allowing you to pull up information anywhere, anytime you want - giving you crucial insights into your business on the fly.
This can mean the difference between your business getting ahead or being left behind. Being able to track sales by department, items, hours, labor costs and customers is crucial to business development.
Benefits of a Point of Sale System #2: Faster Transaction Times.
Point of sale devices provide simpler and faster transactions than old fashioned cash registers. Every part of the transaction, from scanning, modifying and completing transactions using a barcode scanner, to authorizing credit cards and printing customer receipts. Every part of the transaction is faster, and scanning can be up to 20 times quicker than manual entry.
POS also streamline the process when it comes to performing, refunds, no sales or voids.
As POS systems scale with customers and their features are enhanced, you will need to invest in ongoing education to keep your staff on point
Tips for Implementing a POS System #2 - Set clear and realistic expectations
Avoid the fuss and headache of installing a POS system by setting expectations of exactly what is to be delivered and accomplished.
Clearly define what your business’s needs are and write them down:
- Is there enough time to physically install the system and test it before a grand opening?
- Have you coordinated your networking installer to prep the network prior to the installation of your terminals?
- Have access points been placed within approved distances to terminals with no environmental interference?
Tips for Implementing a POS System #3 - Don’t take on too much, at once..
POS systems can have a lot of modules, and be rather complicated. Trying to take on all the modules at once, will confuse you and stretch your resources too thin. As stated in the bove tip, it is important to set out what goals will be accomplished and delivered, and then rank those from most important to least important (if any). Move to accommodate your most important priority first, then as time and resources open up, you can move down the list.