Going Live!

An in-depth guide to the preparation and setup of the Premier EPOS software for your first day of trading.

Introduction

The "Going Live" process with Premier EPOS software marks the transition from setup and testing to full operational use in a business environment. This phase involves final checks to ensure all the data required has been imported, user training is complete, and any integrations with existing compatible systems are completed.

EPOS Training

We recommend completing the 3 part training program that all new customers are entitled to as part of their initial Premier EPOS purchase, before "Going Live". If you have not already completed your training, please contact our Support Team on either 03303 800 142 or [email protected].

Going Live Checklist

This section will provide a list of each recommended action, that will need to be completed before "Going Live" with your new system.

Choose a "Going Live" date

Once you are ready to go live with your Premier EPOS software, we recommend selecting a "Going Live" date. This can be any weekday of your choosing, we do suggest choosing a day early in the week, such as Monday or Tuesday. Once you have chosen a date, please inform the Support Team and we can assist you with the rest of the "Going Live" process.

Contact Premier EPOS for assistance removing old demo data.

After choosing a "Going Live" date, with the assistance of the Premier EPOS Support Team, the next step is to remove test and demo data created during the training, or afterwards during your own testing. Information we remove at this point can include the following; Sales, Customer Orders, Replenishment Orders, and anything else that was created during your trial period.

Check over data that is not being removed for accuracy.

Not all data that was added during your testing/trial period needs to be removed. It is very common during the initial setup for the Premier EPOS Support Team to do an import of stock or customers from your previous system. Information such as this, will NOT be deleted before "Going Live", unless you specifically request it to be removed.

Confirm integrations are setup correctly.

With the assistance of the Premier EPOS Support Team, the next step is confirm all integrations, such as Credit Card or Web integrations, are setup and ready to go live with the Till.

Complete a Blank Cash Up.

The final step of the "Going Live" process is to complete a Cash Up with only your starting float amount entered. For more information about the Cash Up process, please click here.

Completing the blank Cash Up will create a start point for your system and all test/demo transactions should cease from this point.

Conclusion

Once you have completed all of these steps, you are now ready to go live with your Premier EPOS software.

If you have any additional questions about the above guide, please contact our Support Team on either 03303 800 142 or [email protected].

If you're a new customer and interested in joining Premier EPOS please click here for more information and to book your free demo.