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What are the best practices for training staff on POS software?

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Training your staff on how to use your point-of-sale (POS) software is crucial for your retail business. POS software helps you manage your inventory, sales, customer data, and more. But if your staff is not comfortable or confident with the system, you might face problems like errors, delays, dissatisfaction, and lost revenue. Here are some best practices for training staff on POS software that can help you avoid these issues and improve your efficiency and customer service.

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Rich Matukaitis

Agency Partner Manager at Rebuy | Ex-Shopify | League of Originals

1 Assess your needs

Before you start training your staff, you need to assess your needs and goals. What are the main features and functions of your POS software that your staff needs to know? How often do you update or change the software? How many staff members do you have and what are their roles and responsibilities? How much time and resources can you allocate for training? Answering these questions can help you plan and customize your training program according to your specific situation.

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2 Choose the right method

There are different methods of training staff on POS software, such as online courses, videos, manuals, webinars, or live sessions. Each method has its advantages and disadvantages, depending on your needs, budget, and preferences. For example, online courses and videos are convenient and flexible, but they might not provide enough interaction or feedback. Manuals and webinars are informative and detailed, but they might be boring or overwhelming. Live sessions are interactive and engaging, but they might be costly or time-consuming. You should choose the method that suits your staff's learning styles, needs, and availability.

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3 Provide hands-on practice

One of the most effective ways of training staff on POS software is to provide them with hands-on practice. This means letting them use the software in a simulated or real environment, where they can perform common tasks, such as ringing up sales, processing returns, checking inventory, or creating reports. This way, they can learn by doing, rather than just watching or reading. Hands-on practice can also help them identify and solve problems, ask questions, and get feedback. You can provide hands-on practice by setting up a demo account, a test mode, or a sandbox environment for your staff to use.

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Rich Matukaitis

Agency Partner Manager at Rebuy | Ex-Shopify | League of Originals
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Providing enablement opportunities through things like role playing with new staff tends to eliminate room for error when it comes to processing real time transactions. Most POS systems come with a variety of features- some that are not always relevant to the role of each staff member. Adapting the onboarding process initially to ensure the focus is tailored to only those relevant functions, will help with knowledge retention. Investing in your POS software is also crucial. Most companies offering POS solutions today will also offer enablement tools that can answer common questions, with guides to walk through troubleshooting steps. These resources empower the staff member to resolve issues as they arise without panicking!

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4 Reinforce and evaluate

Training staff on POS software is not a one-time event, but an ongoing process. You need to reinforce and evaluate what your staff has learned and how they are applying it. You can do this by providing refresher courses, quizzes, feedback, or incentives. Refresher courses and quizzes can help your staff review and retain the information and skills they learned. Feedback can help your staff improve their performance and address any issues or gaps. Incentives can help your staff stay motivated and engaged in the training process.

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5 Update and adapt

Finally, you need to update and adapt your training program as your POS software evolves. Technology changes rapidly, and so do your business needs and customer expectations. You need to keep your staff informed and trained on any new features, functions, or updates of your POS software. You also need to adapt your training program to any changes in your staff's roles, responsibilities, or skills. You can do this by communicating regularly with your POS software provider, your staff, and your customers, and by reviewing and revising your training program accordingly.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Reine Lantz

INDEPENDENT FOUNDING PARTNER / CORPORATE COMPLIANCE OFFICER LIFE WISE, Inc.
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This article is very “elementary” and too broad to be of practical use. The topics are “obvious” and any enterprise with POS systems will have been thoroughly trained by the POS provider and the POS system customized by provider developers prior to activation for use at POS. Larger enterprises will have in-house developers. Most POS training for use by employees or customers nowadays is offered through in-house intuitive training modules that can be accessed online, or require zero training of customers to use.

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What are the best practices for training staff on POS software?

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5

6

1 Assess your needs

2 Choose the right method

3 Provide hands-on practice

4 Reinforce and evaluate

5 Update and adapt

6 Here’s what else to consider

Retail Sales

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What are the best practices for training staff on POS software?

1

2

3

4

5

6

1 Assess your needs

2 Choose the right method

3 Provide hands-on practice

4 Reinforce and evaluate

5 Update and adapt

6 Here’s what else to consider

Retail Sales

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