What are the steps for implementing a point of sale system?

April 18, 2024

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Tags: IT Staff Augmentation

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The implementation of a new system, whether point of sale or another type, naturally entails a period of stress and uncertainty in the company. The changes may raise concerns about staff adaptation, disruption to operations, and the effectiveness of the new system.


However, in the specific case of point of sale systems, leaders must be confident that the investment in this technology is intended to significantly improve processes and transactions, as well as the overall customer experience. It is essential to convey this trust to the entire team to mitigate the anxiety associated with change.


Therefore, through this blog, our objective is to clear up doubts and provide key information that allows companies to approach the implementation of a point of sale system with greater security and clarity, thus facilitating a successful transition towards a more efficient future. and customer focused.


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Steps to implement a point of sale system

  • Understand the needs of your business

The most important thing is to understand what the needs of your business are and what are the objectives you want to achieve with the implementation of the point of sale. “Point of sale systems do much more than simply process payments, and they all vary in what they can and cannot do. So before you start trying to compare all the systems on the market, determine exactly what you want yours to do. Ask yourself what features would be useful for your business”, they highlighted in an article on the subject published on LinkedIn.


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  • Choosing point of sale software

Of course, before thinking about any implementation, the initial step is to do a thorough evaluation of different point of sale systems on the market, and consider which platform fits the specific needs of your business. Don't despair because this process may take some time.


It is essential to consider aspects such as ease of use, compatibility with existing hardware, customization features and, of course, cost. Depending on the complexity of these considerations and the time spent making decisions, this stage can take anywhere from a few weeks to several months.


“You can ask someone outside your company who has extensive experience in retail and with point-of-sale systems. It could be a consultant, another merchant, or an agency that helps retailers regularly”, they noted on the Shopify portal.


  • Hardware and software connection

“Your point of sale software typically includes its own hardware or you can integrate it with your own equipment. For example, some point of sale systems work with mobile devices, so you don't need specialized hardware. Other systems are hardware-specific, such as cash registers or card readers”, they noted on the Indeed portal about the configuration of this solution.


  • Customization and configuration

Once the point of sale software is selected, the process of customizing and configuring it begins to perfectly fit your specific business operations. This involves setting up products in the system, setting up taxes and discounts, and defining users and permissions. The duration of this phase may vary depending on the complexity of the business needs and the availability of internal or external resources to carry out the configuration. On average, this process can take a few weeks.


  • Staff training

A crucial part of implementing a point of sale system is training staff so they can use the system effectively on a daily basis. This includes training on how to transact, manage inventory, generate reports, and troubleshoot common problems. The duration of this phase depends on the size of the team, the complexity of the system, and the availability of training resources. It can usually take anywhere from a few days to several weeks.


  • Implementation and start-up

Once all the above stages are completed, it is time to deploy the point of sale system to the production environment and get it up and running. This involves the transition from existing systems to the new point of sale system, as well as ongoing monitoring and support during the first days or weeks to ensure a smooth transition and resolve any issues that may arise. This phase can take anywhere from a few days to a couple of weeks.


Aspects to take into account when choosing a point of sale system

Stripe details in its documentation key aspects to analyze when searching for and choosing a point of sale platform:

  • Assess your point of sale system hardware needs so you know if your business is ready.
  • Investigate whether the point of sale system is intuitive, easy to use, or has a short learning curve.
  • Analyze how well the point of sale system can integrate with the systems you already use in your business.
  • Verify that the point of sale system complies with PCI Security Standards Council rules.
  • Validate the scalability of the point of sale system you want to implement.


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The time required to implement a point of sale system can vary significantly depending on a number of factors, including software selection, customization, integration with existing systems, staff training, testing, and final implementation.


While the process may be complex and require careful planning, a successful implementation can improve operational efficiency and customer experience, making the investment of time and resources worthwhile.


Do you need support in implementing a point of sale system? At Rootstack, we have +14 years of experience working with companies on their digital transformation. Contact us.


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