Credit Card Processing
Published July 29th, 2016 by

How to Set Up your New POS


Previously I wrote some tips on Selecting the Best POS Solution, and now that you decided wisely, its time to implement. Here are some tips to keep on how t o effectively set up your new Point of Sale system, so that you get the most out of your solution.


Most unsuccessful implementations go wrong for two reasons

  1. I want to do and adopt everything right away. I am not sure what will be helpful
  2. I only want to test it and I don’t want to invest anytime in making it right for me

Neither of these approaches work. Think like your customer, what kind of experience do they want when they come into the store; what kind of experience do you want to give them? Most POS Solutions will have a best practices implementation guide that can guide you if you are not sure.


Start with the basic things that a customer will expect, Is your sales tax rate correct?  Are your receipts displaying the right store information and store contact number or email? This is how your customers will perceive you long after they have left the store, don’t minimize the importance to take a few minutes and do it at the start.

While still considering the receipt, decide if you want the receipt to display generic information or do you want to display each item that is sold.  If you already have a list of items that are in your store, you can import it into the system. However, before you do that, scan the descriptions – are they clear and will your customer immediately be able to identify what they bought when they look at the receipt a week later?


If you don’t have a list that you can import, you may want to consider free applications like mInventory Android application to scan items from any phone and add them to your system. Another way of adding items that are not in the system is to wait until the customer comes to the register and then add the item at that time or ring it up as a generic item.  Select the option that works the best for you and your customers. The more items you enter into the system, the more information you can get from it.


Next consider what you want out of the system, do you want to send digital receipts, do you want to build your customer mailing list?

Another point to consider is if you want to implement loyalty or any other customer management features. Knowing what combinations of products customers are buying will eventually allow you to create targeted marketing campaigns to customers to move new or overstocked product.


There are many ways to approach your implementation, the place to start is to identify which of these 4 things you want to do right from the onset.

  1. Track how much you are selling
  2. Track who you are selling to
  3. Track what you are selling
  4. Track how much you have in stock

I recommend that you start with at least option 1 and 2,  and then add 3. If your plan is to just set up an account and use it without any effort, you won’t get much out of the experience. Oh, and by the way, use the support that is offered; many people don’t because they are worried about being sold but the support teams on good solutions don’t worry about that – their products sell themselves.

Jordan @ retailcloud
Jordan @ retailcloud

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