Use this checklist to turn a POS purchase into a controlled deployment.
Written and reviewed by Raied Muheisen · Last reviewed June 21, 2026
Plan
- ☐ Name the workflow owner and decision maker
- ☐ Define success and acceptance tests
- ☐ Inventory devices, software, apps and dependencies
Prepare
- ☐ Validate site and network readiness
- ☐ Clean menu, catalog or service data
- ☐ Define user roles, permissions and exception paths
Test
- ☐ Run representative sales or orders
- ☐ Test tax, tip, discount, refund, void and receipt
- ☐ Test peripherals, routing, reports, closeout and settlement
Launch and stabilize
- ☐ Train every operating role
- ☐ Schedule support coverage
- ☐ Log issues, owner and target resolution
- ☐ Review first deposits and post-launch changes
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.