Admin Walkthroughs
1. Menu | Question: "Have you tested your menu thoroughly and added any local items specific to this store?" | |
| 2. Discounts | Question: "Have you configured all of your Item & Order Discounts, Coupons?" | |
| 3. Employees | Question: “Have you entered all of your employees with phone numbers into your backend?" | |
| 4. �Email Reports | Question: "Have you set up all of your email reports?" | |
| 5. Check Paypal and Payment Settings from the backend | Question: “Did you get your paypal setup and linked?” Question: "Did you see payment come into bank account for this store?" | |
| 6. Check taxes are properly configured | Question: "Have you verified the correct taxes are accurately configured for this store?" | Make sure the manager reviews the sales tax configuration. |
Physical Equipment Walkthrough
| 1. Install TP hardware kit and customer supplied equipment at least 1 week before go live | Question: "Each kit is specfically pre-configured for one store. Have you followed the instructions and installed all equipment at this store?" |
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| 2. Verify that battery back-up works properly | Question: “Pull the power cord of the battery backup from the wall. Is your Touchpoint system still working?" | |
| 3. Verify that each iPad can download and use the TPPro app | ||
| 4. Configure each Cashier properly and with the correct CC swiper (link EMV swiper if using EMV) | Question: "Have you set the roles for for all devices? (i.e. Logout, settings,: cashier, linebuster, pickup) and logged in the device:" | |
| 5. Check that each KDS is listening to the correct inputs and is set to "Pickup" not "Prep" | Question: “Do you have more than one machine making drinks? If so, do those machines only make drinks for one side of the shop? If so, do you know how to filter the orders you don’t want to see from showing up on the KDS?” | |
| 6. Verify that each printer prints (label and receipt) | Question: “From order history, when you print a receipt does it print from the correct printer? Question: “From the KDS when an order is finished where does the label print?" | |
| 7. Verify cash drawer pops when you do a cash sale or a no sale | Question: “Go to one of your register iPads, when you go to 'active cash drawer' and hit no sale, does the cash drawer pop open?" | |
| 8. Check that PayPal is configured | Question: “Can your Paypal reader swipe a card and charge it successfully? Can your printer print a receipt for that? Can you refund it?” |
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| 9. Check Linebuster range | Question: “Can you walk out to as far as you ever think you’ll have a customer and add drinks to an order and send them in? If you see “repairing network” or the little spinning wheel then you know there could be potential coverage issues.” |
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HQ Responsibilities
1. Menu correctness and know how to edit and sync' |
2. Loyalty points per item |
3. Tax settings double check |
| 4. Brandwide Discounts (separate from local discounts9 |
| 5. Loyalty program (name, icon, signup discount, add link on HQ brand page etc.) |
| 6. Reporting categories |
| 7. GC and Loyalty Export |
| 8. GC Order |
| 9. Every store employee has completed Training Checklist (see tab) before launch |