Use this checklist before equipment ordering, configuration, testing and staff launch.
Written and reviewed by Raied Muheisen · Last reviewed June 21, 2026
Business workflow
- ☐ List payment channels and peak periods
- ☐ Map sale or order entry through settlement
- ☐ Identify refunds, tips, discounts, deposits and remote payments
Equipment and site
- ☐ Confirm exact device models and ownership
- ☐ Confirm power, internet, Wi-Fi and cellular requirements
- ☐ List printer, drawer, scanner, kitchen and mounting needs
Data and configuration
- ☐ Prepare menu, catalog, modifiers, taxes and prices
- ☐ Define users, roles and permissions
- ☐ Confirm receipts, tips, discounts and closeout
Testing and launch
- ☐ Test normal and exception transactions
- ☐ Verify printers, scanners, routing and apps
- ☐ Train staff and document support ownership
- ☐ Verify first batch and deposit
Important boundaries
This resource is general information. Provider requirements, product capabilities, pricing, approval, legal obligations and implementation responsibilities vary. It does not guarantee savings, approval or results.