3.0.1 Onboarding checklist for a new store

Purpose: The master checklist for bringing a new merchant live, in order. Each item links to the article that shows how to do it. For: Adoluna onboarding staff (Jay on site), store managers.

Note: Click an article title to open it. Tick each box when it’s done.

1. Before go-live #

• ☐ Confirm how many POS and Kiosk stations the store needs. New POS / Kiosk devices and licenses can only be opened by Adoluna Sales in the Adoluna admin back end (see 3.2.2); the merchant gets an invitation email with a temporary password. Licenses are charged per device.

• ☐ List and prepare the hardware: 3.1.1 What hardware you need (supported devices list)

• ☐ Make sure the store has a stable internet line and the router can stay online at all times.

2. Network & hardware #

• ☐ Plan the network and wire the POS station: 3.1.2 How to set up the network and wire a POS station

• ☐ Wire the Kiosk station (if the store has a Kiosk): 3.1.3 How to wire a Kiosk station

• ☐ An Adoluna technician installs and connects the Local Server: 3.2.5 How to set up the Adoluna Local Server

3. Install & device binding #

• ☐ Install Adoluna POS on every device: 3.2.1 How to install Adoluna POS on each platform

• ☐ Set up the POS / Kiosk devices in the Backoffice (recommended names POS01, POS02…): 3.2.2 How to create POS and Kiosk devices in the Backoffice

• ☐ Bind every POS, Kiosk and customer display: 3.2.3 How to bind a device

4. Printers, cash drawer & card terminals #

• ☐ 3.3.1 How to add a printer

• ☐ 3.3.2 How to print a config page and change a printer’s IP

• ☐ 3.3.3 How to set up printer mapping and route items to kitchen printers

• ☐ 3.3.4 How to set up automatic printing of checks, receipts and packager tickets

• ☐ 3.3.5 How to set up a label printer (if used)

• ☐ 3.3.6 How to set up a cash drawer

• ☐ 3.4.1 How to add a PAX terminal / 3.4.2 How to set up a Bolt terminal / 3.4.3 How to connect a Clover Go 3 / VP3350 card reader (whichever the store uses). Each terminal’s timeout can be set separately in the Backoffice.

5. Customer display, Kiosk & other devices #

• ☐ 3.5.1 How to set up the customer display

• ☐ 3.5.2 How to configure a Kiosk

• ☐ 3.5.3 How to set up a Waitlist self check-in kiosk

• ☐ 3.5.4 How to set up Caller ID

6. Backoffice device setup & basics #

Device setup order in the Backoffice: the system is cloud based and the devices aren’t really connected to each other, so set them up in this order, each step pointing to devices set up before it:

• ☐ ① Create the printers first: 3.3.1 How to add a printer

• ☐ ② Card terminals: they have no built-in printer, so point each one to its printer: 3.4.1 How to add a PAX terminal / 3.4.2 How to set up a Bolt terminal / 3.4.3 How to connect a Clover Go 3 / VP3350 card reader

• ☐ ③ Cash drawers: they plug into the printer’s drawer port with an RJ11/RJ12 cable, so point each one to its printer: 3.3.6 How to set up a cash drawer

• ☐ ④ POS and Kiosk: point each one to its printer(s) and card terminal: 3.2.2 How to create POS and Kiosk devices in the Backoffice, 3.5.2 How to configure a Kiosk. The cash drawer isn’t linked to the POS in the Backoffice; the employee chooses it when doing Cashier In on the POS: 3.3.6 How to set up a cash drawer, 1.5.3 How to start a cash drawer (Cashier In)

• ☐ ⑤ Caller ID can be set up on its own: its adapter plugs straight into the Local Server’s USB port: 3.5.4 How to set up Caller ID

Backoffice basics (Part 2):

• ☐ 2.2.1 How to set up store info

• ☐ 2.2.2 How to choose the tax calculation method

• ☐ 2.2.3 How to set up Auto Batch

• ☐ 2.4.3 How to set up tip options, minimum tip and tip base; 2.4.4 How to add a custom payment type; 2.4.5 How to set up void reasons

• ☐ 2.5.1 How to configure Dine In service settings; 2.5.2 How to configure To Go, Pick Up and Delivery settings

• ☐ 2.7.1 How to set up dining areas and table layout

• ☐ 2.8.1 How to create positions and set permissions; 2.8.2 How to add an employee and set their passcode

• ☐ 2.13.1 How to customize the POS home screen layout

• ☐ If the store takes online, scan-to-order or third-party delivery orders: 2.9.1 How to set online store availability and hours, 2.9.2 How to set online pick-up and delivery rules, 2.9.3 How to set up auto-accept and new order notifications, 2.9.4 How to set the prep time for scheduled orders, 2.9.5 How to set up third-party delivery sync (Deliverect), 2.6.2 How to set up Scan to Order

7. Menu build & go-live test #

• ☐ 3.6.1 How to build a new menu from scratch (setup order) (price tables → tax tables → menu groups → categories → items → modifiers)

• ☐ 3.6.2 How to run a go-live test (test orders, printing, cards, Batch)

• ☐ 3.6.3 How to train staff before go-live

• ☐ 3.6.4 How to install remote support tools (DWService / MeshCentral)

8. Go-live day checks #

• ☐ No red Local Service Offline at the top of any POS home screen (see 1.1.2 How to find your way around the POS home screen).

• ☐ Every POS can log in, take an order and send it to the kitchen (see 1.1.1 How to log in and out of the POS, 1.2.1 How to start a dine-in order).

• ☐ Every terminal can take a card payment (see 1.3.2 How to take a credit card payment).

• ☐ At the end of the day you can close the Batch and close out the day (see 1.6.3 How to close a credit card batch, 1.5.7 How to close out the day (end-of-day checklist)).

Notes #