This guide explaines the setup process for a new POS system and includes:
What information we require from you
Online menu review & sign off
Installation pre requisites
Installation & training
Information Required:
You need to decide how you want to report on your POS sales.
Products are linked to reporting groups - these are used to sort data on reports and also to search for products in TouchOffice Web.
There are two different levels of reporting groups:
Departments
Groups
Departments are normally used for higher level reporting eg DRINKS, FOOD etc
An example of Groups are DRAUGHT, BOTTLES, SOFT DRINKS, STARTERS, MAINS etc
Please note that Departments and Groups are NOT related / linked in any way.
Product Information Required:
We need a list of all your products & prices that you intend to sell on the POS system.
For each product we need to know the following:
Product description
Price
You can have up to 4 prices per product - these can be used for different sizes eg 1/2, Double, 125ml, 175ml, 250ml etc
The Department the product is linked to
The Group the product is linked to
The vat rate
The best format to supply this information is a spreadsheet.
If you are using Order Printers or ByRetail online ordering, you will need to provide all the product options and flavours etc. In this scenario please also supply a copy of your menu in pdf or word format.
Order Printer Mapping:
If your system uses order printers and / or kitchen printers then you need to tell us which product groups print to which order printers.
Clerk (staff) Information:
We need a list of all your staff that will use the POS system:
Clerk name
4 digit PIN code for logon
Identify Managers & Supervisors who can run reports
Discount Information Required:
If you intend to offer your customers or your staff % or £ discounts then we need to know the details:
Discount name
Discount type - % or £
Discount amount
Type - applies to transaction or individual items
Discounts can be restricted to specific products eg food via the use of selective itemisers.
Installation Pre Requisites:
Mains Power requirements:
Each POS point will require 2 x mains sockets - 1 for the POS terminal and 1 for the printer.
The mains sockets for the EPOS terminal and printer should ideally be on their own dedicated power supply – this is to protect against surges and spikes caused by other equipment.
Broadband:
The store will need a broadband line and router for remote support and to upload sales data to TouchOffice Web.
POS Network:
The EPOS terminal needs to be connected back to the in-store router with a Cat 5e cable – this should be terminated at both ends with a surface mounted face plate.
The network point face plates should be positioned within 1.5m of the EPOS terminal.
The network point face plates should be positioned so that they cannot be easily damaged by staff or other equipment.
Cable runs:
Thought needs to be given to the cable runs connecting devices and the appropriate holes that will be required. Holes need to a minimum of 40mm in diameter and up to 60mm if a power plug has to fit through. Each POS terminal has the following cable connections:
Data cable from POS terminal to Receipt Printer
EPOS terminal power supply needs to be plugged into a mains power socket (need space for power brick)
Printer power supply needs to be plugged into a mains power socket (need space for power brick)
Cable connecting the EPOS terminal to the cash drawer
Cat5 patch lead connecting the EPOS terminal to the network point face plate
On Site Installation Pre Requisites:
The following must be complete prior to installation day:
Counters / POS position built
Cable holes in counters where appropriate
Power sockets in position & live
Network cabling and network points
Broadband live