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> Point of sale checklist
Point of sale checklist
Hardware Check
Verify that the cash register is functioning properly.
Ensure the barcode scanner is connected and operational.
Check receipt printer for paper and ink levels.
Inspect the POS terminal for any physical damage.
Confirm that the card reader is working and properly connected.
Software Check
Ensure the POS software is up to date.
Verify that all necessary applications are running.
Check that the inventory management system is synced.
Confirm that sales reports are generating correctly.
Review any pending software updates or patches.
Payment Processing Check
Test credit card transactions with a sample payment.
Verify that cash drawer opens correctly.
Ensure that the return and refund processes are functioning.
Check for any transaction errors and resolve them.
Confirm that all payment methods are accepted and working.
Inventory Check
Verify that inventory levels are accurate in the system.
Ensure that all products are correctly labeled and priced.
Check for low-stock alerts and reorder as necessary.
Inspect physical stock against system records.
Confirm that seasonal or promotional items are properly displayed.
Staff Training Check
Ensure all staff are trained on using the POS system.
Verify that staff know how to handle transactions and returns.
Check that employees understand how to troubleshoot common issues.
Confirm that all team members know customer service protocols.
Review any updates or changes to procedures with staff.
End-of-Day Procedures
Ensure all transactions are completed and closed for the day.
Verify cash drawer totals against the sales report.
Confirm that any discrepancies are addressed.
Back up sales data and reports.
Clean and organize the POS area for the next day.
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