TABLE OF CONTENTS
Overview of the Installation Process
Once your installation is scheduled and your setup is ready, the next critical step is the actual Hana POS installation. This step ensures that your system is configured correctly, printers are integrated, and all essential components are fully operational.
Installation involves multiple steps, including remote configuration, printer setup, system testing, and troubleshooting. This process requires active participation from your team to ensure a smooth and successful onboarding.
What to Expect During Installation
When installation begins, our technical team will remotely access your computer to complete the setup. The process typically involves:
Connecting to your system remotely to configure Hana POS.
Checking hardware compatibility, ensuring your computer, printers, and cash drawer are correctly set up.
Installing and configuring necessary drivers for printers and peripherals.
Testing print functions to verify that receipts, labels, and reports print correctly.
Configuring POS settings, including tax rates, delivery charges, employee roles, and payment methods.
Providing initial guidance on basic POS operations.
The installation can take anywhere between 1 to 1.5 hours, depending on how prepared your system is and whether any troubleshooting is needed.
Setting the Right Expectations
Installation Requires Back-and-Forth Communication
During installation, our team will need to communicate with you in real time to confirm settings, test configurations, and troubleshoot any unexpected issues. This means:
You or someone from your team must be present and responsive during the entire installation process.
You may need to perform certain actions on your end, such as restarting the computer, adjusting printer settings, or testing transactions.
If additional configurations are required, our team may need to disconnect temporarily and reconnect later to complete the setup.
Test Prints Are Mandatory
Printing is an essential function of Hana POS, so test prints are required to confirm that printers are working correctly. This means:
Receipt and label printers must be connected and installed before installation begins.
Printers should be able to print a test page from your computer before we start.
We will run several test transactions and test prints to verify that receipts and order tickets print correctly.
If a printer is not working, we will attempt to assist with troubleshooting, but Hana does not install printers—they must be set up before installation.
Printer & Hardware Requirements
To ensure a smooth installation, please ensure the following before our team contacts you:
Your computer is turned on, connected to the internet, and updated.
All printers (receipt, label, and order printers) are installed, connected, and working.
You have tested each printer by printing a test page from your computer.
The cash drawer is properly connected to the receipt printer.
Your Windows operating system is up to date, as outdated systems may cause compatibility issues.
If your printers are not properly installed and working before the installation begins, it may delay the process and require rescheduling.
What If There Are Issues During Installation?
While we strive for a seamless installation, technical issues can arise due to factors beyond our control. Common challenges include:
Printers are not being installed or recognized by the system.
Computers requiring Windows updates before installation can proceed.
Internet connectivity issues are causing delays in remote access.
Hardware malfunctions that need troubleshooting.
If we encounter such issues, we will work with you to resolve them. However, if printer setup or system updates are incomplete, installation may need to be rescheduled.
What Happens After Installation?
Once the installation is completed:
We will confirm that all configured devices are working properly.
We will remove any test transactions used during setup.
We will schedule Step 3: POS Training, where your Account Manager will guide you through order entry, dispatch, end-of-day processes, and other critical functions.
If there are any unresolved issues, we will document them and work towards a resolution.
Need Assistance? Contact Us!
If you have any concerns or need to reschedule your installation, please reach out to our support team:
Phone: 503-445-3059
Email: support@hanasoftware.com
By ensuring that your system is prepared and following these guidelines, we can help make your installation experience as smooth and efficient as possible!
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