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Prepare your system for trading

In this article, you will learn the basics of getting your site up and running.

Jon Lee avatar
Written by Jon Lee
Updated over a month ago

Why preparing your system for trading is important?

Preparing your system for trading is crucial because it ensures seamless and efficient operations during business hours. Proper preparation helps avoid technical glitches, reduces downtime, and ensures that all sales, inventory, and customer data are accurately recorded and processed.

It also allows for the smooth handling of transactions, prevents bottlenecks at the point of sale, and enhances the overall customer experience. Additionally, a well-prepared system can help in compliance with regulations, improve security, and provide valuable real-time insights into business performance.

What can you do to prepare your system for trading?β€―

  • Create a table plan to streamline restaurant operations by enabling efficient table management, improving customer service, and optimising seating arrangements.

  • Create Modifiers for customised order options, enhancing customer satisfaction, and streamlining the order-taking process.

  • Create price levels to enable flexible pricing strategies, allowing you to apply different prices for various customer groups, times, or events, thereby maximizing revenue and accommodating diverse customer needs.

  • Create Prompt groups to help promote upsell opportunities to increase revenue and average customer spending.

  • Creating functionality buttons streamlines operations by providing quick access to frequently used features, improving efficiency and reducing the time needed for transactions.

  • Add Pos Images to keyboards to help make them easily navigable for smooth and efficient service use.

  • Add Tax rates and Tax groups to ensure accurate calculation and application of taxes, facilitating compliance with tax regulations and simplifying financial reporting.

  • Create PLUs allows for quick and accurate identification of products, streamlining the checkout process and ensuring efficient inventory management.

  • Create payment methods enables the acceptance of various payment options, enhancing customer convenience and ensuring a smooth and flexible transaction process.

  • Create Adjustments allows for accurate corrections of errors or changes in transactions, ensuring precise financial records and customer satisfaction.

  • Build keyboards to customise the interface for quick access to frequently used functions and items, enhancing efficiency and speeding up transaction processing.

How can you prepare your system for trading?

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