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POS Checklist PDF

The document provides a POS decision checklist with questions for different roles to consider when choosing a new point-of-sale system. It outlines questions related to costs, scalability, reporting and analytics, remote access, custom permissions, and more for roles including restaurant owners, directors of operations, general managers, executive chefs, and finance managers.

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Sureshkumar Sekar
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219 views3 pages

POS Checklist PDF

The document provides a POS decision checklist with questions for different roles to consider when choosing a new point-of-sale system. It outlines questions related to costs, scalability, reporting and analytics, remote access, custom permissions, and more for roles including restaurant owners, directors of operations, general managers, executive chefs, and finance managers.

Uploaded by

Sureshkumar Sekar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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When it comes to purchasing a new POS, everyone’s got an opinion.

Cut through
the noise for every role with this POS decision checklist, packed with questions
people in different roles will need answers to.

Restaurant group owners need a POS that can pull data across locations or concepts to
help them make strategic business decisions.
Costs: How much will it cost to implement a new POS (including both
hardware and software) across all locations?
Scalability: Is the POS built to scale as the volume of business increases?
Past and Future Insights: Can the POS help you gather historical business
insights and forecast for the future?
Micro and Macro Reporting: Do the POS reports include both high-level and
granular visibility into restaurant performance?
Group Reporting: Can you compare sales and labor data across all locations?
Expected Return on Investment (ROI): What is the expected ROI (in terms of
both cost reduction and revenue growth) on a new POS system?

A director of operations needs a POS that’s flexible enough to meet the unique needs of
each restaurant, while also ensuring that workflows will improve efficiency and enhance
the customer experience.
Seamless Data Transfer: Can data easily be pulled from the POS systems at all
locations?
Reporting and Analytics: Do the POS reports include operational and financial
data such as sales, revenue, labor, and inventory control?
Remote Capabilities: Can POS data be accessed remotely?
Custom Permissions: Can you set up custom permissions to control who has
access to certain settings?
Payment Processing: Does the POS offer an integrated payments solution with
competitive rates?
M
General managers are responsible for a restaurant’s day-to-day operations, so they need
a POS that helps them ensure consistency, budget control, and quality of service.
Management Control: Can certain elements, such as the table layout, be
configured and customized for each location?
Smart Scheduling: Are there features available to create smart schedules based
on optimal labor targets and shift patterns?
Staff Performance: Does the software provide data on staff performance?
Customer Relationship Management (CRM): Can you create and store
customer information to build loyalty programs?
Inventory Tracking: Are there inventory management features to help monitor
current inventory levels, determine ingredient-level food costs, and forecast for
future orders?

Executive chefs need a POS that can help them ensure the vision for each location is
expressed through the menu offerings.

Menu Management: Is there a customizable menu management system that


can aid in recipe development, food cost analysis, menu planning, and pricing?
Inventory Management: Are there inventory management features that can
help chefs track current stock, reduce waste, and update recipes based on
available ingredients?
Integrated Kitchen Display System (KDS): Does the POS integrate with a KDS
that can streamline the flow of information to the kitchen?

Finance managers want the ability to map POS data directly into accounting software for
a seamless flow of information.

Remote Access: Can financial data be accessed remotely outside of business


hours?
Accounting Software Integrations: Does the POS support integrations with
accounting software for seamless data transfer?

Payroll Integrations: Does the POS support integrations with payroll software?
Financial Reporting: Can key financial data be pulled from the POS and
compared across multiple venues?
Restaurant managers need a POS that’s easy for staff to use and helps to deliver the
highest quality customer experience.

Restaurant Table Management: Can you customize the restaurant floor plan,
assign sections, transfer tables, and manage reservations with ease?
Staff Management: Are there staff management tools, such as the ability to see
who has clocked-in and clocked-out?

Tableside Ordering: Can POS hardware be used for tableside ordering?


Seamless Comps, Voids, and Refunds: Is it easy to process comps, voids, and
refunds through the POS?

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