4 tips for training staff on a POS System

3rd October 2019 2 By Nadia1970

One of the most overlooked aspects is training staff on a POS system. Few industries change faster than restaurant and retail. When you’re managing either a store or restaurant, you have no choice but to keep up with developments in tech and customer service.

training staff on pos system
point of sale training

These days, as wireless and mobile technology continues to grow, more and more retailers and restaurants are upgrading to increasingly advanced point-of-sale systems to meet customer needs. They’re taking advantage of high-grade inventory tracking and customizable layouts to make sure consumers can get the services and goods they want with no trouble at all.

A point of sale system can do wonders for your employee management and customer experience. But in order to take advantage of all the features, a modern POS system offers, your employees need to understand its usage properly.

As you’re teaching the ins and outs of a point-of-sale system to staff and management, you can take some quick steps to ensure the training process is as straightforward as possible.

Consider these best practices:

1.    Understand your current POS system.
2.    Familiarize your staff with POS tablets.
3.    Use a POS system for employee management and scheduling.
4.    Coordinate POS system usage with online sales and delivery.

These topics can seem tough to tackle, especially if one takes the staff turnover of the retail and restaurant industry into account. Let’s get started on discussing quick and easy ways to teach them to your staff

1. Understand your current POS system

Whether you’re using a restaurant POS or a retail point-of-sale system, take the time to fully understand what your system can do.

Knowing your point of sale system inside and out will quicken the training process for your employees and help you better integrate their skills into your restaurant’s workflow.

When you’re examining your POS system, you may want to keep certain questions in mind, such as:

•    Is your system a mobile or legacy POS? This difference will probably play the biggest role in how a point of sale system fits into your workflow. Legacy systems are managed through larger hardware stations, while mobile POS systems, or Tablet POS, are managed through cloud-based software. Legacy systems are also more difficult to update and must be updated station by station. Mobile point-of-sale systems, however, can be updated online via the cloud.

•    Is the software up-to-date? Take a look at your current point-of-sale system, if you have one. Older point-of-sale systems can slow your restaurant down and prevent you from being as efficient as you could be. This is especially true if you’re using a legacy point-of-sale system. You may want to consider switching to a mobile POS system, or at least updating your current one.

•    Are there any features you’re overlooking? Mobile POS systems, in particular, can hold a bevy of interesting and exciting features that might come in handy when you’re training your staff. For example, mobile POS systems often have digital menu displays and payment processing features that will be important for your staff to understand.  

Having a better idea of your current point-of-sale system will make it all the easier to teach your employees how to use one. This is true whether you’re upgrading an existing system or implementing your restaurant’s very first POS system.

2. Familiarize your staff with POS tablets

With the addition of tablets into mobile POS systems, legacy POS systems are becoming rarer and rarer. Tablets make navigating a POS system intuitive and fast, giving your employees an edge when making sales or providing support to customers.

As more advanced, mobile point of sale systems become increasingly necessary for vendors of all industries, the POS tablet terminal will also become a mainstay for restaurants. If your restaurant uses a mobile point of sale system, make sure your employees understand the tablet-based platform thoroughly.

So if you’re trying to acquaint your staff with a professional mobile POS system, you need to pay attention to topics like:

•    Customer management. Some modern mobile point of sale systems can keep track of customer preferences and history. Educating your staff on how to access this data can mean the difference between a passionate customer and an apathetic one. So take the time to show your staff key POS system features that can improve their customer services.

•    Inventory status. Mobile point-of-sale systems can track inventory and record sales better than most employees. Not to mention the ability of some POS systems to track your inventory in real-time and give you updates on the fly. If you want, you can ask your employees or managers to track this feature more actively on the POS tablet, giving you a combination of mobility and convenience that only a tablet can provide.

•    Payment processing. POS tablets make payment a breeze. Anything from a gift card to an exact change can be accommodated by a strong mobile POS system. Additionally, preset tip amounts mean that your employees are more likely to receive tips from customers, making everyone’s lives a little better. If you’re looking for a more advanced perspective, NextRestaurant‘s article on mobile payment solutions provides great evidence for how a mobile POS system can make you and your staff’s lives easier.

Tablets are quickly becoming the standard in how mobile POS systems handle their payment processing and everyday operations. Knowing what features you can manage from a tablet gives your employees responsibility and freedom to participate in a synchronized workflow.

3. Use a POS for employee management and scheduling

Let’s face it, when it comes to scheduling, managing your employees can get very messy.

One of the benefits of using a point-of-sale system is its efficiency when handling tasks like employee management and scheduling. A POS system can handle logistical and organizational obstacles with ease.

Not to mention a mobile POS system’s capacity to collect management and sales metrics that make your employees’ jobs easier and improve the customer experience.

When used correctly, a point-of-sale system can be instrumental in helping you:

•    Manage shift scheduling easily. Modern POS systems can work through employees’ schedules so you don’t have to. This makes the scheduling process much clearer for your employees and requires much less day-to-day attention from your managers. Familiarize your employees with the scheduling function on your particular POS system and watch the missed shifts disappear.

•    Customize your store and restaurant layout. Some high-grade point-of-sale systems allow you to enter your store’s physical layout into the system itself. This feature comes in handy especially when you’re running a restaurant that requires you to book and manage space within your building.

•    Improve your employee communication. In the restaurant or the showroom, communication is key. A point-of-sale system can eliminate clerical errors and simple mistakes that keep your restaurant from being the best it can be. When you’re training your staff, make sure to emphasize communication using the POS system as an integral part of your bus’ workflow.

Using these suggestions, you’ll find that improved employee scheduling and communication can help you make more rational, data-driven decisions that can help your restaurant in the future.

4. Coordinate POS usage with online sales and delivery

Have you ever run into issues with your employees finding online payment or delivery systems difficult to manage? Don’t worry, you’re not alone.

Restaurants and their employees frequently encounter problems with synchronizing their online presence and their day-to-day operations. When you use a modern POS, roadblocks to efficient delivery service and online orders are much less prevalent.

Remember that a POS system can provide multiple solutions to your online ills. For example, a great point-of-sale system can:

•    Process online payments. In a phenomenon known as shopping cart abandonment, most failed online transactions happen due to poor user experience. Swoop’s article on shopping cart abandonment demonstrates how these issues can be easily solved to improve your online payment process. However, a POS system provides another great alternative that can make the online ordering process much quicker. Its ease-of-integration with online services and its automatic, simple updating process ensure that no online order can fall through the cracks.

•    Manage delivery services and payment. If your restaurant works with delivery services, a great POS system can assist you in coordinating and managing deliveries. By having your delivery employees oriented towards the point-of-sale systems, you can create a fast and error-free source for delivery, with options to tip the delivery driver and better communication with management.

Don’t let your employees get confused by a mass of online orders and deliveries. Use a point-of-sale system to get your online presence and logistics under control.

If you’re having trouble with getting your employees on board with your POS system, use these features to demonstrate how it’s in their best interest to use a POS system too.

Training your employees to be fluent in POS systems doesn’t need to be a difficult experience. Whether you’re using an older legacy system or a state-of-the-art mobile system, you can find ways to train your staff properly and efficiently.

With these tips, you will see a streamlined workflow in no time. And best of all, your customers will notice the difference, leaving you to reap the benefits.