New EPOS software

EPOS Software – Steps to take when starting from scratch

Setting up an EPOS software sounds like an intimidating project. However, thanks to technological advancements, EPOS systems are easier to install and work with than ever before. However, installing an EPOS system is not done overnight, given that there needs to be a planning process in place to ensure the smooth implementation of the system. While you don’t you have to worry about the hardware (some EPOS makers have a team to install the system), you are still playing an integral role by deciding the layout of the system, employee access, payment options and more.


Steps to take before installing EPOS software

Before installing the EPOS solution, you have to consider the following factors:


Compatibility issues

If you already have equipment you intend to use, then you need to make sure that the equipment is compatible with the EPOS software. Check if the system is compatible with the tablets you own before investing in them – if they aren’t, you may need to source new ones from your supplier. Many EPOS solutions support popular tablets, but it’s important to make sure that your tablet model and version is supported, by making sure the required app is installed and the operating system is supported.

Businesses that are already using a credit card processor need to make sure that the processor is compatible with the tablet. However, it’s not just the credit card machine – you also need to make sure that the card reader and terminal are compatible with the EPOS software. Failure to check compatibility will lead to problems down the line. Of course, if you plan on using the equipment that comes with the EPOS system, then you will not have any compatibility issues.

If you want to integrate already existing business software into the business, then you have to look at whether it is possible or not. Some EPOS software comes with third-party support and plugin support, while other EPOS systems come with a marketplace of apps that support third-party integration.  You must consider cost because some EPOS developers can integrate third-party software for a fee.


Setting up EPOS functionality

Once the hardware is set up, you need to install software and set up the network. Some EPOS systems work through the cloud, while some work on a local server and upload your information to the cloud. Therefore, you need to make sure that your EPOS software is connected to a server. Some EPOS systems require you to be connected to specific servers, for example, iPad-specific EPOS need an AirPort Extreme router or an AirPort Express. Alternatively, you have to connect a computer to the system.

After the hardware is set up, you need to log in and set up your account settings to suit your business needs. You can customise your business receipts, establish a sales tax rate, assign employee operations and connect to third-party resignations.

Installing EPOS software involves setting the parameters for employee access, customer information, payment types and inventory control. The first step in setting up inventory control is making sure that the software infrastructure mirrors the way you operate your business. For example, if you have three departments: marketing, finance and operations, then you need to set up the three departments with those titles. Although, it is best to keep your systems under 12 departments to keep your reports clear and accurate.

Setting up employee access simply means delegating authority to some over others. You must decide who gets to use the system, access customer information and more. You must then choose what type of payment you will accept. Most EPOS systems support different payments with additional options, like loyalty programs and gift cards. Payment systems are constantly evolving, therefore, you will want to consider some of the more recent payment methods, like Apple Pay and Google Wallet for a significantly better user experience.


Key takeaways

EPOS systems might sound like a technical headache, but they are quite easy to install once you are familiar with the system. First, you must make sure that the EPOS system is compatible with any third-party software and equipment you use before investing in it. Once the hardware is installed, you can log into your account and finetune settings to suit your business needs. Fine-tuning your settings means establishing parameters for inventory control, employee access and more.

Want to learn more about EPOS systems? Find out everything you need to know on the eposEX blog.

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