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Train your staff on how to use POS

As the business is dependent on the staff, ensure that your staff members are well trained and there should be no confusion between customer and employee at the Point of Sale.

As the business is dependent on the staff, ensure that your staff members are well trained and there should be no confusion between customer and employee at the Point of Sale. From the payment flow to opening and closing of shop, your staff has to perform more number of transactions in less amount of time, along with handling those tricky situations. It is important to staff members to know where and who can answer their questions, issues resolved or just hear their voice. In setting up the key features like.

Employee Management:

All the employees have to be added to Management Console before getting to work. Add employees, their information, roles and wages and POS permissions. As a business owner you can grant flexibility to manage or shift leads by giving them permissions to restrict or allow certain actions for employees according to the their role. For employees having with manager or owner access they can with iPad to link with your brand and establishments.

Every day and for every shift it is the duty of employee to set the till by declaring amount of cash present in the cash drawer. Staff need to be trained how to navigate front end settings. Creating a customer, attaching to an order and also view customer’s order. Once your business is set up, discuss how iPad, Management Console and also peripherals work in conjunction.

Processing Transactions:

The first step is to teach your staff about payment compliances and relay importance of fraud detection. How to detect counterfeit money. Always insert and not to swipe chip cards. Teach about the PCI compliance. By adding products to the menu and handling basic payments, staff should be trained and practiced ringing up different type of orders. Also practice trickier payments like gift cards, cancel transactions and issue refunds.

End of day process:

Customize your End of Day processes to fit your business needs. Trigger a remainder on the POS for employees to run the EOD process. The End of Day tool process once started, will take you through a step by step guide to reconcile orders open, view and/or process offline payments, address declined payments, process all credit cards, employment time cards, close all tills and print out the Employee Sales summary report.

Check on a regular basis after you train your staff. Staff will be the POS power users, so ensure that POS adoption is going seamlessly and collect the feedback.

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