SETTING UP A POS SYSTEM

Although technology is developed first and foremost to help us achieve our goals, it can nonetheless be difficult to adjust to. This is especially true for small businesses charged with training their staff at the same time they are learning themselves. In these instances, it helps to have comprehensive training materials to streamline training all the way until your go-live date.

This article uses talech’s onboarding process as an example to show how easy setting up a POS system system is. We first detail the basic steps and then offer two paths towards achieving them.

 

Getting started with talech: The basic steps

Your relationship with talech starts by leaving basic contact information (name, email, and phone number) on our signup page. Within 24 hours, you receive an email notification including:

• • Temporary login information
  • Hardware setup instructions
  • An optional spreadsheet to build your product list
  • An online training scheduler

Once successfully logged in, the following steps ensure that you have the proper setup:

Once the mobile site is installed correctly, clients need to install printers and cash drawers. The material requirements for each device vary, but generally, you will need:

• • Bluetooth Printer: Power and paper
  • Network Printer: RJ45, CAT5, or CAT6 cable connection
  • Cash Drawer: Specialized cable included upon purchase
  • Card Reader: Varies. Refer to our hardware page for more information
  • Remaining Bluetooth devices: No cabling required (barcode scanners, Bluetooth readers, etc.)

When these devices are correctly installed, your talech POS is ready to go! You can go live anytime you like.

 

Getting started: The “do-it-yourself” approach

Some businesses prefer a “hands-off” partnership with their POS.

We offer talech university, a comprehensive video, text, and FAQ tutorial covering how talech’s features are best used for those clients. These tutorials cover everything from registration and setup to questionnaires on multi-location accounts and product list uploading. They also link to our 24/7 support team, who are happy to help clear up any confusion in the tutorials.

Using this model gives complete control to the client during their training; they can go live when ready or hold off if they feel their staff needs a bit more time. While an agent is assigned to clients who choose this model, they act as a consultant rather than a director.

Using this option is ideal for more experienced businesses that have used cloud-based POS systems in the past. However, we recommend working with an experienced agent to make the onboarding process more streamlined for more clients less familiar with the technology.

 

Getting started: the “do-it-together” model

This model still retains access to talech university, but places a larger emphasis on the agent’s role. They walk clients through every step of setting up a POS system, covering the initial setup until they go live. Initial training is typically done through a Webex seminar, but clients can also schedule installation dates; this triggers talech technicians to come out and set up manual hardware for them.

Following installation, clients have a week to familiarize their staff with the POS, how it works, what it needs, etc. During this time, their agent is available to provide additional training and support. From that point on, the client still retains access to the 24/7 support and talech university to address questions.

We highly recommend the “do-it-together” model for smaller businesses that may not already be familiar with this technology. The modern POS is much more than just a point of sale. Having a trusted partner available to show you how to use additional features (inventory management, data analytics, product integrations, etc.) will prove to be a valuable asset for those seeking to get the most out of their POS.

 

Setting up a POS system is easier with a trusted partner

Bringing together a functioning POS seems like an overwhelming process. This is especially true for small business owners who may not have time to take on another one. For managers looking to simplify the onboarding process, talech offers informational material and a helping hand to guide the way. Contact us for a free demo to see how setting up a POS system is easier than it sounds.