Step 7: Perform Test Transactions

Before going live, it is important to perform test transactions to confirm that
products, pricing, discounts, taxes, printers, and reports are working correctly. This step helps ensure a smooth experience for both staff and customers.

1. Open the POS and Start a New Order

 b. Click Open POS on the active terminal.

c. Make sure you are logged in with an employee account.

d. Click a Product to add it to the order.

e. Verify that:

Repeat this step with multiple products if needed.

f. Apply a Discount.

g. Choose an existing discount (for example Employee or Family Discount) or enter a percentage using Percent Off.

h. Review Order Totals. Before payment, confirm the following values:

i. After reviewing, tap Pay, enter the amount tendered and choose a payment method to complete the transaction.

2. Check Order History

b. Verify the test transaction appears under Completed orders.

c. Confirm the order number, items, total, and payment type are correct.

3. Review Sales Data in the Dashboard

This confirms that reporting and analytics are syncing correctly. These steps help prepare staff for real-world scenarios. 

Next Step

Step 8: Review Reports & Verify Data - https://biyo.tawk.help/article/step-8-review-reports-verify-data

Document Info

Docu ID: GS007

Category: Getting Started for New Stores