Week one: reconcile deposits daily
Check that each day's deposit matches your POS reporting. Small discrepancies caught early are easy to fix; the same issue found a month later is much harder to trace back.
Week one: expect a slight speed dip
It's normal for checkout to be a bit slower than the old system for the first several days as staff build muscle memory. Steady improvement is what to look for, not instant perfection.
Week two: revisit the menu or catalog
By now you'll have noticed a few items that are awkward to ring up, missing modifiers, or miscategorized products. Make these adjustments once staff have real experience with the system, rather than trying to guess everything right at setup.
Week two: check your reports
Pull your first full sales report and compare it against what you'd expect. Look for miscategorized sales, missing tax settings, or items still ringing up under the wrong department.
- Compare deposits against POS sales totals
- Check tax collected against expected rates
- Review top-selling items for accuracy
- Confirm employee sales tracking looks correct
Week three and four: close out the old system
Once you've confirmed everything on the new system is stable, finish canceling the old account, return any leased hardware, and archive final reports you want to keep long term.
Ongoing: build a light maintenance habit
Set a recurring reminder — monthly is plenty — to review your catalog for outdated items, check for software updates, and make sure new hires are getting trained consistently.