Going Live - POS Best Practices
When you start using a new POS it can difficult to figure out the best way to use it, not to worry, we have your back!
Below you will find some notes on the best way to use our POS, these are recommendations but you are still free to use the POS as you wish.
1. Hardware Understanding: Hardware setup is very daunting so it's important to understand how each piece of hardware is used and why. Once you understand how everything comes together, it makes the whole process much easier!
2. Wifi Set Up: When setting up your POS it is very important to not connect it to the public network that your customers can connect to. This can lead to a serious security breach and should be avoided at all costs. The POS should be connected to an exclusive wifi network that has nothing else on it.
3. Create a station log in for each station. In order to ensure that your store data is protected and that the cashier abilities are limited, it is vital that you create station in. Otherwise, any staff member would be able to see the reports, settings, and make menu changes if they knew the manager PIN.
Further, it is very important to never use the same log in for two different stations. For example, using the username "POS" on both tablets can cause many issues. You want to log in with separate users on each tablet and have different stations linked to them (username : pos1 on one tablet, username pos 2 on another).
4. Ensure that you have set the correct role for each employee. It is very important that each employee is given the correct role for security purposes. This will ensure that everyone has the level of access you wish to give them and no more.
5. Pricing Sizes: it is very important to price your sizes as per our best practices. It is a common mistake for customers to set the base price of an item to $0, which may look fine for the cashiers but when you use the mobile app it looks like you have a bunch of free items on your menu.
6. Making Selections Mandatory: Whether customers are ordering your items on the mobile app or cashiers are working through an order on the POS, there are likely options that you want to be mandatory for the cashier or user to go through. This may be something such as the size of their drink or the toppings for their meal. If you set these fields as optional they can easily be missed and it could cause an inconvenience in the workflow.
7. Have enhanced security turned on. There is no use of the different logins if this feature isn't turned on. Enhanced security ensures that various functionalities are PIN protected and it produces a loss prevention report based on various activities.
8. Clock in. In order for PINs to work, the POS needs to know who is working at a particular time. Best practices are for employees to clock in when their shift begins, and clock out when their shift ends. It is also recommended that they clock out and in when they're on break but it isn't critical if you are not tracking your hours in the POS.
9. Open the station to open your store, close the station at the end of the day to close the store. This helps you neatly organize your shifts and look them up at a later date through the loss prevention report.
10. Void a transaction only when you made a mistake and require an immediate correction, this removes the transactions from the records so you won't see it in your Nōwn Reports. If there is a reason to do a refund we recommend following the refund workflow. This ensures that the transaction is properly documented in the reports for accounting purposes.
11. If you are using mobile and web ordering make sure to take full advantage of three added features that will really help your business be more efficient operationally and better manage your order flow. They are the: mobile order dashboard, item availability, and worker capacity modules.