How to Successfully Transition to POS System

article by Lei X. author
With the impressive advances in point of sale technology, there is little question that upgrading your POS terminals for newer systems is the way to go. However, the matter of transitioning from traditional terminals to more advanced platforms can sometimes be tricky to navigate.

Because newer POS systems require different hardware, training, and in some cases even newer network infrastructure, making the change can take time, and if not handled properly can lead to issues down the road. With that in mind, your small business should always look ahead and plan for the transition before getting started. Here are some of the best strategies to help ease your transition from your old terminal to a new POS application.

Choose the Right System

Most modern POS platforms offer a similar suite of business tools, but not all of them are built equally. It is important to choose a system with the right blend of general management tools alongside specific services your business segment requires. Additionally, it’s a good idea to involve your staff in choosing the new system. This will also help you identify your employees’ needs and ensure that you choose the most suitable system possible. You are advised to read our unbiased POS system reviews and find the one for you.

Have a Plan in Place

The most successful changes all have one thing in common: planning. Set milestones for the transition, from the original installation to setting up hardware and training. By creating a detailed strategy, you can ensure that every step of the implementation is carefully controlled and has a higher chance of success. You can also avoid any stoppages in work and revenue losses as a result. Your blueprint should include specific stage goals, ways to track success, and the training necessary for your team during every step of the process.

integration with pos systems

Invest in Training

Modern POS systems are designed to be easy to use, but that does not mean you can simply ‘set it and forget it.’ Implementing a new platform means that the business processes your staff are accustomed to are going to change, and in some cases drastically. From accessing the cash register to logging in and out of work, you must make sure that your employees are well trained and fully understand the new way of doing things. Additionally, training can help you and your staff better comprehend your new tools while letting you take full advantage of your powerful new system. Revel POS systems for instance has an excellent training program.

Create Security Measures

Newer point of sale systems are capable of collecting vast amounts of data, from customer preferences to payment details received from your mobile credit card reader. This means that your transition plan should place a strong emphasis on security measures. Newer POS platforms let you set up custom permission and administrator privileges by employee and even by group. In addition, make sure that only those who need to regularly review figures have access to your company’s most sensitive information, including sales and payroll data. Ignoring your security could mean more problems than successes over the long run.

By taking the time to plan and consider all your alternatives, you can ensure a smooth and painless transition from your old POS terminal to a modern and efficient system.