The best implementation & training process of pos billing software enables the Business owners and their staff to understand the software operations in all stages like Purchase, Sale, Inventory, Accounts, Reports & GST, etc. Support & handholding will be very essential during the initial days of onboarding and it’s very important for business owners and staff to know how to avail the right support at the right time with the right process.
The Implementation Engineer should be explained about your business and your expectations before he starts the implementation process so that any gaps in the requirements during the software sale process can be addressed before
Implementation.
The implementation Engineer will run the hardware & OS compatibility test so that he will not face any issues during the installation process. The below is the step-by-step process followed during the pos billing software installation and training process.
- Installation of Software & check the version control
- Remote connectivity tools for support activities – Installed & Explained
- Configuration and Setting based on Business Model & Expectations.
- Roles & User Created and Menu Assigned for Business owners, Staffs, Accounts
- Sales & Its Related Features
- Stock (Opening Stock Entry / Direct Purchase entry)
- Masters Training
- Print Profiles Configured for sales bill, purchase order, credit notes, etc.
- Day End Procedure for staff on shift base.
- Daily Reports and different types and formats of reports of sales, inventory, profit, accounts, GST
- Purchase & Its Related Features
- Barcode, Inventory & Its Related Features like Physical Audit, Stock Ledger, etc…
- Creating offers & Loyalty programs
- MIS Reports / Trouble Shooting Guides and access 24X7 support, Rising Support tickets & connecting to local support.
- GST Reports for GST filings
- Accounts & Its related Features, Expenditure management.
- Hands-on training of all features like making sales bill, adding an item, making purchase entries, sales returns, purchase returns, end of day process, and taking sales, inventory accounts & GST reports
Post-installation & Training the business owners or managers should check if all the above process has been completed along with the training to the staff and sign off accepting the completion of the installation & training process.
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6 things that the Business owners or Managers have to be ready with to receive quality training on POS Billing Software.
1. Make sure your hardware configurations are at their best so that that there will be no issues during software installations.
In the Retail business Retail Hardware and POS systems are equally important as POS software as both are dependent on each other for uninterrupted service and no downtime. It’s always better if have one vendor for both software & hardware as you will have a single point of contact for service and support as an advantage.
2. Make sure you have UPS, network, checkout counters & and all other IT infrastructure ready.
3. Plan the installation and training schedule so that it won’t impact your ongoing business.
4. Plan how you want the reports to be generated, what all access to be given to your staff based on their roles and responsibilities, also specify who all need admin access.
5. Keep yourself and your staff free during the training process so that you can understand the software better and make sure your staff and yourself will have hands-on experience on every important & regular feature.
6. Support for the software is very important until you get used to the software, so make sure you will understand the support matrix and different channels of support so that you and your staff know the best ways to get connected to support and get fast resolutions. Choose your best POS Billing Software Vendor.
Hope the above-explained process helps the retail or warehouse business owners and managers to understand the importance of the pos implementation process and training. Let it be any POS Software you choose make sure they have the best implementation & training process along with the best support services as POS is an integral part of your business which helps you to know what is going on in your business and make the right decisions at right time to gain more profits.
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