You’ve added products at your BackOffice, arranged your iPad layout nicely, ran a couple of mock sales and even trained some of your staff AND your business is starting tomorrow. How exciting!
Here’s a checklist to help you make sure that your POS system is 100% ready for the big day, the big launch, or the first day of action. Do go through this list to check that you’ve got everything set up.
Internal Checklist for StoreHub POS (or any POS, really):
1. Set up an account with StoreHub.
Don’t roll your eyes - this is serious! You need to have an account with StoreHub before you can start using it as your POS system.
2. Downloaded the StoreHub app from the App Store.
Beautiful product arrangements and settings made in the BackOffice means nothing if you do not have the StoreHub app on your iPad. Remember, your register needs to be an iPad.
3. Activated your new register on your iPad.
Ditto number 2. Make sure you’ve activated your register as well.
4. Added relevant tax codes or service charges (whichever that might apply to your business).
Taxes are important - for both customers and you as a business owner. We want to be responsible business owners who contribute to the growth of the country, don’t we? If taxes are applied to all products, do remember to set default tax. If you will be charging service charge in your business, you won't want to miss out on that!
5. Added sufficient products into your BackOffice to start your business.
You’ve got to have sufficient products/services in store to serve your customers - what’s a business without something to sell?
6. Added these products into your iPad layout.
Again, you've got to add them in your iPad layout before you see them.
7. Configured your printer set up (either a LAN printer or a Bluetooth printer).
Alright! Your BackOffice is almost set up. You run a mock transaction and you realise you’ve not set up your receipt printer. Set them up now! If you’ve purchased a StoreHub router, make sure that your iPad is connected to the StoreHub router and not to your own WiFi!
8. (If needed) Added a kitchen printer and assigned products to be printed at the kitchen printer.
Sometimes, you might need a small slip to be printed out at the kitchen or for your staff to check on your customers’ orders. Make sure you have this setting turned on to minimise chaos on your first day of business.
9. Set up your receipt.
You’ll be surprised (or maybe not) to know that your receipts can also be used as a marketing tool. Make sure to build sufficient store presence on your receipts by putting in your store information (address, website, email, phone number, Twitter, Instagram, Facebook etc) and add in a cute message at the bottom of your receipt to charm your customers!
10. Added in your employees' information and given them their login PIN.
It is very important that your employees know their login PIN, since they’ll be among the main people using the POS behind the counter.
11. Last but not least...
You've run mock sales transactions but it's now time for the real deal.
a) This is a bit tricky - there is a function to reset sales data (if you are the account owner) but please remember to close your previous shift before you reset your sales data. If not, there might be a mismatch in terms of numbers of transactions in your shift report.
b) Ensure your timezone is set automatically and is the same for both the iPad and your BackOffice.
TIP: Always update your StoreHub app or any iOS updates either before or after your business shift to avoid any interruption or download times (depending on your internet connection).
If you have further questions about this list, feel free to contact us at 03-2035 5815 or email us at firstname.lastname@example.org.