Who should read this?
This guide is for anyone on your team involved in setting up the new POS and/or managing post-switch operations.
Before Disconnecting Your Old POS
- Sales Audit
We will review the past 90 days of sales data from your old POS to ensure accuracy. - Labor
We will determine if your current system tracks labor.
If you use 7Shifts and the new POS also manages labor, we'll inform you of potential conflicts and may disconnect 7Shifts.
Remember to set up labor mapping in the new system.
If switching to Toast, we will provide information on setting up Custom Overtime Rules. - PMIX
We will check if you use PMIX mapping. If so, you will need to remap it in the new system. - Sales Export
Export all sales data from the old POS before the switch.
We will verify your credit card fees are up-to-date (if applicable).
We will confirm all sales journals for the past 90 days have been exported.
Connecting Your New POS
Our Responsibilities:
- Sales Data Transfer: We will retrieve sales data from the new POS system.
- Sales Reconciliation: We will balance the sales data from the new POS.
- PMIX Verification: We will ensure the PMIX data is transferring correctly.
- Labor Data Check: If you track labor, we will confirm the data is flowing properly.
- Category Setup: We will add Category Types for the new POS on the Sales Mapping page.
Your Responsibilities:
- Verify the accuracy of the new sales data.
- Re-establish mapping on the Sales Mapping page if you export sales to an accounting system.
- Set up your PMIX mapping again. (Optional: We offer PMIX mapping services for a fee.)
- Complete labor mapping for your new POS, if you use this feature and your new system, supports labor tracking.