As you prepare for your POS installation, here are a few best practices to ensure a smooth transition from installation to going live. Following these tips will help you to safely start with the system.

Before starting to switch on the POS for real checks:

✅ Training mode: Enable training mode while testing to prevent actual checks from being added to your reports.

✅ Sync your admin panel with your workstation: Keep your POS workstation synced with the admin panel, especially after menu changes (update database) or employee settings updates (reload database). Or wait 30 minutes for automatic sync.

✅ Order-taking app: Continue using the app to accept orders manually during training. As you are not supervising the workstation permanently, the app will notify you of incoming orders, as the POS does not provide alerts.

✅ Auto-accept function: Disable this feature while testing if the workstation is not supervised and the kitchen printer is not yet connected, as the workstation will not notify you of incoming online orders.

✅ Employees should log off: after using the workstation, the employees should get accustomed to logging off. 

✅ Close checks and transactions: Always close out checks at the end of the sales day to generate your end-of-day report.

✅ Reports: You don’t need to power off your POS every night. Simply log off. Even at nighttime the system syncs between admin and workstation and this ensures accurate reports. 

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Now that you know what to do before starting to use the workstation for live ordering, check out these videos describing common workstation operations.

You may also want to try some of these workstation operations to help your staff learn to use the POS.