A Guide to Setting Up a PoS System

Running a retail business, no matter how simple it may appear to be from the outside, is not an easy task by any measure. This is owing to the variety of factors involved in ensuring the seamless operations of a retail store. There are the customers, the inventory, the employees, the upkeep of the store, and so much more. Of course, owing to the intricate nature of operations for most retail businesses, companies operating in this space have come to depend heavily on various avant-garde tools and solutions. And while all of these solutions have been consequential, the truth is that some stand out; such as modern POS, i.e. point of sale solutions. It is because these systems are responsible for enabling the checkout process and so much more.

There are countless other reasons why every retailer ought to integrate a POS system in their operations. It doubles up as a unified retail management solution via which one can practically run the entire store. It is essential to the seamless operations of any retail store and must be chosen and set up carefully to glean the best possible value out of it. Now, to help you do just that, we have put together a quick guide to walk you through the entire POS setup process. Here it goes.

Identify the store setup: First things first, understand what hardware and devices you will need based on your store layout and set up. It would also be a good idea to decide at this point precisely how many payment options you intend to offer.

Who will set up the PoS?: You have two options here: Either you DIY it or call in an expert to do it for you. If you are operating multiple locations or a generally complicated setup, we recommend opting for the latter.

Launch software: After the hardware and devices and everything else is in place, you need to launch the PoS software and configure it according to your establishment’s requirements. One of the first things you will need to do is create an admin account and enter the necessary details about the establishment to ensure the system can run and process operations without a hitch.

Update database: The next step in the process is updating the database with pertinent information about your products, such as the price, SKUs, descriptions, quantity, etc.

Configure employee list and access: One of the final few steps is to add a list of employees operating the system, set up profiles or accounts for them, etc. Then configure precisely what kind of access they will receive based on their role and responsibilities, such as cashier, manager, etc.

Set up payments methods: The final step is to see if the payment options already on offer with your POS are sufficient or if you want to add other options to the mix.

No matter if you choose to opt for developing a PoS software or buy an out of the box offering, as long as you carefully consider your options and put together a robust strategy for the execution of the set up, you are bound to gain immensely from the integration of a modern day POS system in your business.

Hi, I am Dorothy and I write technology related articles