School POS Training Outline

This flow chart represents the training steps necessary to understand your POS System. With 1-2 onsite visits or 3-4 phone visits you can learn all the POS basics easily. For best results, your POS training shouldn't exceed  a 14-day time span.                              

  Lesson Links (.pdf) & Don's Notes (below)    POS Training Videos     POS on-line training schedule

General Setup

Install & Test Hardware

Install Software

Backup Options

Data Entry Part 1

Department & Categories

Vendor-Suppliers

Inventory Items

Data Entry Part 2

Employees     Time Clock    Internal email

Customers - House Accounts (A/R)

Advanced Inventory Tools

Using Your Data

Reports     Queries   Labels

Physical Inventory   Valuation  Count Options

Purchasing & Receiving 

Sales Training Part 1

POS Training Clone

Keyboard Hot-Buttons

Tender & Gift Cards

Balance Drawer & Sales Reports

Sales Training Part 

Returns & Voids

House Accounts (A/R)

Orders & Layaways

Year-End Archive Future Options

Don's Notes Part 1

Don's Notes Part 2

Don's Notes Part 3

Don's Notes Part 4

Don's Notes Part 5

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