How to Install a POS Machine: Step-by-Step Guide and Tips

If you work in the retail or hospitality sector, we're POSitive you've had to use a POS machine at some point; and if you haven't, there's a high probability you will be required to in the future. 

However, while using these automotive assistants may be straightforward, installing a POS machine can seem like a puzzling prospect. But don’t panic, with our step-by-step guide, POS installation for your business is made easy. So read on to find out how to install a POS machine in just a few simple steps.

What is a POS machine?

A POS machine is a Point of Sale terminal that allows businesses to process customer transactions. Appearing in the form of countertop units, handheld devices (credit card readers, cash drawers etc.) or integrated systems, a POS machine reads the barcodes of products that are being sold and calculates the total cost of the transaction for you.

An essential piece of equipment for any retail or hospitality business, point of sale (POS) systems can be used for a variety of tasks such as taking payments, managing CRM, taking orders, managing stock, issuing invoices, and much more. With the right installation process, they can be up and running in no time.

Why do I need one?

There are many reasons why you might need a POS machine, but the most common is to take payments quickly and efficiently. In short, a POS machine makes payment processing transactions more efficient. By automating the process of calculating totals and payments, businesses can serve more customers in less time. 

Not only that, but POS machines can also provide valuable insights into your business. By tracking sales data and customer patterns, you can get a better understanding of what's working well and where there might be room for improvement.

How much does POS installation cost?

Aside from your POS system installation costs, it’s crucial to consider the cost of the terminals themselves. 

The cost of installing a POS machine depends on your type of business and its size, as well as how many machines you need. For smaller businesses, it's possible to purchase POS machines for under CA$ 573, but for larger businesses, the costs can run into the thousands -  especially if you need multiple machines.

To make sure your machines are cost-effective be sure to compare between a range of competitors, you don’t want hidden additional costs cropping up down the line.

How do I install a POS machine?

Now that we've answered some crucial questions, it's time to explore exactly how to install a POS machine. The installation process will vary depending on the type of POS machine you invest in, but there are a few general steps that ring true for every business:

Line up your location 

The first step is to choose where you want your POS machine to be located. It's important to pick a spot that is easily accessible for both employees and customers, as well as being close to an electrical outlet.  

If you're opting for a countertop customer-facing display, make sure there's enough space to comfortably house the machine. For handheld devices, it's important to consider how and where they will be stored when they're not in use. Let’s walk through the POS machine installation process.

Pick a provider

Consider this the first step of the point-of-sale setup process. Before diving into installation information, see to it that you purchase an appropriate POS for retail or for hospitality. Make sure you do your homework and weigh up your alternatives so that the solution you select is a good fit for your company. The right hardware and software will make installing your POS machine a much easier process.

Secure set-up

If you’re looking for a reputable POS installation company to set up your machine, there are many companies out there that offer POS installation services, so do your research and read reviews before making your decision. Schedule an appointment for them to come and install your system - the process should be relatively quick and painless, and you'll be up and running in no time.  

Choosing a solid installation services supplier can benefit your business down the line, as a POS machine that comes covered by a warranty can save you money and a lot of headache if something were to go wrong in the future.

If calling an installation company's not on the cards, you have the option to set up your own POS machine. If you're going in the DIY direction there are a few things to bear in mind. 

If using a countertop unit, this will involve attaching the terminal to the power source and connecting it to a network (either wired or wireless). For handheld units, the process is slightly different and will require a Bluetooth, cellular, or Wi-Fi connection.

Install the software

We’ve talked about installing a POS machine, but what about how to install POS software? The next step is to install the relevant software onto your POS machine. This will usually be provided by the manufacturer and will come in the form of a CD, USB drive, or a downloadable file. Once the software has been installed, you'll need to input your product information, including prices, barcodes, and descriptions.

Insure your investment 

Even if it comes with a warranty, you should ensure to insure your POS machine. The installation process is just about finished, but there's one more important step to take before you can start using your new POS machine - insurance. No matter how big or small your business is, it's always a good idea to insure your equipment.

Test it out

Once you've installed the software and inputted your product information, it's time to take your POS system for a test run. Start by making a few dummy transactions to see how the system works and whether everything is running smoothly. Once you're satisfied that everything is working as it should, you're ready to start taking payments from customers.

Let a POS system make your business work like a well-oiled machine

Epos Now offers state-of-the-art POS systems for businesses in retail and hospitality. Not only is our POS system installation effortless, but we also let you choose the tools and insights, and compatible POS machines to help your business achieve its goals. Designed to work as a complete business management system, our POS solution lets you control all vital aspects of your company from one cloud-based system.

You can:

• Review profitability reports based on individual product performance, trending items, best and worst sellers, and employee sales
• View sales analyses on profit margin, cash flow, and other expenses
• Access multi-award-winning inventory management systems
• Create and send invoices using simple templates and a built-in VAT calculator
• Integrate with the business automation and CMS apps that are right for your business
• Simplify employee management for more efficient scheduling and payroll