Back before you opened your doors, it might not have occurred to you to include a POS system as part of your business plan. If you’ve been established for a while, it’s possible the software wasn’t even around—or was so new that it was rarely used. But, by now it’s probably clear that you’ve got to catch up to the times. Your business could run better if you had a system in place that streamlined operations.
The problem is that transitioning to a new system tends to be, well, problematic. You’ve seen it before and you don’t want to put your business, employees, or customers through it again. The good news is that point of sale system integration can be seamless. In fact, we’re here to offer advice on how to do it so that your business starts to run better even while your doors are open.
How to Help Your Business Run Better While the Doors are Open
Change is hard on everyone, even businesses. If you’re already running a successful coffee shop, med spa, or retail boutique, resistance to new software can be common—especially when your current tools are working fine. Even when you know that using point of sale technology will benefit you, your staff, and your clients, the implementation process cannot be clunky. Otherwise, everyone will be unhappy.
That’s why, when we talk about integrating a point of sale system into your current operations, we take a holistic view of the process. Every step towards helping your existing business run better should be easy. Here’s how you can make sure that happens:
1. Establish in advance what you need to get successfully set up
Talk with potential providers about the hardware they offer (or expect you to have) in addition to the network specifications the system needs to operate well. If a vendor’s requirements clash with what you already have in place, you can decide to invest in upgrades or simply move on. Waiting to find out if you have the right wiring until after installation can create problems with connection, speed, and data protection.
2. Designate (or design) where your system will call home
Traditional registers, cash drawers, and card readers need a lot of space. A POS system doesn’t. Even a Poynt Smart Terminal linked to several separate components will look sleek and free up space on your counter. If you use an iPad or a set of smartphones, having a checkout counter may not be necessary at all. So, take time to rethink your space depending on the hardware you buy—and use the extra room to set up products, showcase more services, or create more room for your customers to simply enjoy being in your space.
3. Verify platform integration or a full spectrum of functionality
Modern point of sale systems usually offer a host of integrations and built-in functions. As you start narrowing your choices, verify that your preferred vendors do, too. If they don’t integrate with one of the platforms you like, ask if the system has an open API. Then, customize the integrations you want. Here’s a short list of functions to serve as examples to look out for:
- Accounts Payable and Receivable
- Payment Processing
- Inventory Management
- Appointment Scheduling
- Kitchen Display System
- Customer Loyalty Program
- Sales and Reporting Capabilities
4. Add employee, product, and pricing information as soon as you can
It should be easy to start adding information into your POS system when you’re ready. In most cases, it can be done by following a few prompts on a screen. If you’re not initially comfortable entering data about staff, products, or prices, you should have the option to fill out a spreadsheet with details the vendor can upload.
Think of it as a joint effort. Even if you make a mistake in the beginning, a modern POS vendor should be able to quickly correct it. Then, before you know it, you’ll be able to make updates on your own and automate everything from discounting services to tracking orders from suppliers.
5. Secure the system and set all permissions.
Point of sale systems that are cloud-based are already safer than “back office servers” that some businesses still have. These legacy systems are extremely vulnerable to theft and can experience complete failure with a power outage. While you won’t have the same issues with a cloud-based system, you’ll still have to set up security measures as well as establish and monitor staff permissions.
Seamless Point of Sale System Integration is the Only Option
In addition to these steps, we have one last piece of advice. When choosing a POS system, look for a vendor that treats you like a valued client and partner. Not only do you want the initial installation and overall integration of your point of sale system to be simple, you want dependable customer service should there ever a problem.
If you think about it, your ability to provide personalized service is what sets you apart—and keeps your customers coming back. To keep their experience overwhelming pleasant, every aspect of introducing POS software has to be seamless. So, only a provider that also offers outstanding support will be the best option for streamlining your business.
One of our goals at talech is to make point of sale system integration easy for new and existing businesses. Our dedication to serving all clients doesn’t stop there: we’re here around the clock with free support so that once you’re up and running, your business is always running smoothly. For a glimpse into what we can do for you, sign up for a demo today.