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> Toast POS training
Toast POS training
1. Introduction to Toast POS
Understand the purpose of Toast POS
Familiarize with the user interface
Review hardware components (terminal, card reader, printer)
2. Setting Up the System
Log in to the Toast POS system
Configure restaurant settings (name, logo, hours)
Set up user roles and permissions
3. Menu Management
Add new menu items
Organize menu categories
Set pricing and modifiers for items
4. Order Management
Take a new order (dine-in, takeout, delivery)
Modify an existing order
Process payments (credit card, cash, gift cards)
Certainly! Here are some additional steps that could be included in the "Order Management" section of the Toast POS training checklist
4. Order Management
Take a new order (dine-in, takeout, delivery)
Modify an existing order
Process payments (credit card, cash, gift cards)
Apply discounts and promotions to an order
Split a bill among multiple guests
Add or remove items from an order after it has been placed
Manage special requests or dietary restrictions for items
Handle order cancellations and refunds
Use the order notes feature to communicate with kitchen staff
Review and confirm order details before finalizing the transaction
Process tip adjustments on credit card payments
Utilize the “Repeat Order” feature for regular customers
Track order status and communicate with customers regarding delays
Learn how to handle customer complaints or issues related to orders
Familiarize yourself with the integration of third-party delivery services (if applicable)
Review order history for returning customers
5. Reporting and Analytics
Access sales reports
Review employee performance metrics
Analyze customer data and trends
6. Troubleshooting Common Issues
Identify common technical problems
Review basic troubleshooting steps
Know how to contact support
7. Final Assessment and Review
Conduct a hands-on test of system functions
Review key features and best practices
Provide feedback on training effectiveness
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