Set Up Your Retail POS System in 6 Easy Steps

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Update time : 2022-10-24

Why and how would you set up a retail POS system in your store?

It’s all you need to enhance your store’s operations and attract customers more at the same time. Whether you own a tobacco store or a liquor retail store, integrated POS solutions can surely help.

Find What You’re Looking For:

  • Choosing the Right POS System Provider
  • Analyzing Your Store Operations
  • DIY or Expert Guidance6 Steps to Install POS System
  • 6 Steps to Install POS System
  • Free Setup Services

The overall POS setup involves Point-of-Sale software installation along with choosing the right retail POS hardware. The entire process can be completed in 6 simple stages. However, there are some basics you must keep in mind beforehand:

Contact the Best Point of Sale System Provider


Focus on these factors and you’re good to go:

  • Your budget
  • Your store size and potential benefits from a POS system
  • Your urgent requirements
  • Your business objectives
  • Your expectations related to POS system support

Analyze Your Store Operations

The setup process you’ll follow should be based on some important aspects. Consider asking these questions and you’ll get clarity about what kind of POS system you need:

Do you already have a lot on your plate in terms of store management duties?

Which functions do you wish to automate using a retail POS system?

Analyze the types of devices, methods of payments, and different points of sales you would need for your store. Buy only such POS hardware which helps you elevate your store operations. For instance, you’d surely need a POS scale if you run a grocery store. Whereas, a barcode scanner and receipt printer would be pivotal for convenience stores or supermarkets. A POS cash register, on the other hand, is a universal requirement for retail stores.

DIY or Expert Guidance? You Decide!

You’ve got 2 alternatives while configuring your POS system. You can either do it yourself or rely on your POS provider to get it done for you. In case you’ve got a small-scale business, you’ll simply have to install the point-of-sale software and enter your store information. However, if you need a retail POS system for a bigger store or chain of stores, approach your POS vendor.

When you purchase hi-tech POS equipment with advanced features, you’ll need the training to use it effectively. POS vendors can provide installation services including data migration, POS integration solutions, product entries, and other synchronization methods.

6 Easy Steps to Establish a Proactive POS System Setup

After loads of planning, you’ll finally arrive at the plan of action which matters the most: The System Setup.

1. Install, launch, and log in to your retail POS Software

Every POS software differs. Some need installation while some are cloud-based web applications. What remains common is entering the relevant data such as your store’s name, location, industry, and so on.Your POS software will mostly come with a tutorial to guide you through the launch and installation process. Enter your details and log in, to begin with. In case you’ve got a dedicated device such as an iPad, you can log in to the POS application.

2. Execute item and other data inputs

The second step involves inventory setup. You’ll need to connect your retail POS software with your stocks to keep regular track of things. From uploading product data to implementing price inputs and item combos, you can do all of it. So, here’s the real deal – enter details such as product variants, prices, groups, categories, brand names, quantity, order limit, etc.

3. Create your user accounts

The third step requires you to set up user accounts. POS systems can have multiple user accounts, enabling store owners to authorize access to the staff. Illustratively, you can do this if you’ve got a store manager and cashiers onboard who’d have to use the POS system. All of them can have their individual user accounts to access the system only with specific roles allowed. For example, the cashiers can only have access to the invoice screen.

4. Ensure a suitable hardware setup

The fourth step is all about establishing a streamlined hardware network in your store. POS hardware components consist of cash registers, payment terminals, receipt printers, barcode scanners, POS screens, and much more. As per your need, interconnect the hardware with your network and the POS software. All your retail POS system equipment has a separate installation process, more so like your barcode scanner’s setup. You can find the same by consulting with your POS provider.

5. Configure your payment methods

What kinds of payment methods do you provide to your customers?There are multitudes of payment methods, which can be integrated with your POS system. For example, to process credit card payments, you need a credit card terminal. Other common methods include net banking, digital wallets, and cash payments. In this step, you need to configure your payment settings as it will reflect on your POS screen at the time of checkout.

6. Integrate your POS system with other functions

The broader the array of your store’s functions, the stronger will be your integrated network. So much so, that even your loyalty program solutions can be managed in a better way using a retail POS system.

Do you have an active e-commerce platform?

Do you leverage ERP (Enterprise Resource Planning) for your business?

Do you use accounting software?

All of these can be synced with your Point-of-Sale software. However, such features depend on whether your provider offers integrated POS solutions or not.

Which Retail POS System Provider Offers Free Setup Services?

At PtechPOS, the post-purchase scenes are every store owner’s delight! You receive free installation services along with full-fledged software testing. The PtechPOS team is determined to guide you through the entire process until your retail POS hardware and software are up and running.

After a one-time software installation, you can expect an easy integration method to sync all your devices. Speaking of devices, our POS hardware comes with a built-in application that only requires you to log in. According to your bespoke business requirements and instructions, we’re capable of providing you with customized POS solutions.

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