Go-live checklist for your first service

Setting up is one thing; a full room on opening night is another. Run through this checklist a day before you go live, with the devices where they will stand during service. Each item takes a few minutes and catches the problems that otherwise show up with a queue at the counter.

Before you start

• Finish the first-sale setup first: business details, location, menu, tax rates, staff and devices.
• Do the checks as an owner or a manager who can manage devices and take payments.
• Have the real hardware on site: tablets, card readers, printers, cash drawer and paper rolls.

1. Devices charged and up to date

1. 1Charge every tablet, phone and card reader fully. A card reader needs more than 50% battery to install an update.
2. 2Update Verimly POS from the App Store or Google Play on every device, so all tills run the same version. Settings › Devices in the back office shows each device's app version and when it was Last seen.
3. 3Plug in the devices that stay at a fixed place, such as the counter till, preparation station screens and the customer display.
4. 4Check the Wi-Fi where each device will stand, including the terrace and the kitchen. Verimly needs a connection to sell: there is no offline mode. See The POS has no connection.

2. Every device paired and in the right place

1. 1In Settings › Devices, check that every device is listed with the status Active and at the right location.
2. 2Check each type: tills that take payments, waiter devices linked to the correct main till, each preparation station screen on the right station, and the customer display linked to its till. See Which device type do I need?.
3. 3On Starter you can have 3 tills and 1 preparation station screen per location. Plan for that before the day.

If something is missing, see Pair a device.

3. Printers tested

On each till, go to More › Settings › Connections and for every printer:

1. 1Check the Role (receipt or station printer) and, for a station printer, the Station.
2. 2Tap Print test slip and check the slip comes out of the printer you expect.
3. 3Send a test order with one product from each prep station and check every ticket prints where it should.
4. 4If a cash drawer hangs off the receipt printer, check Cash drawer attached is on and take a cash payment to see it open.

Keep spare paper rolls next to every printer. See Add a printer.

4. Staff can sign in

1. 1In Staff, check that everyone working the first shift has a role, the right location and a PIN (the list shows PIN set or No PIN).
2. 2Ask each person to sign in on a till with their PIN once. A PIN that works but is refused at this location means they aren't assigned to it.
3. 3Check what each role may do, especially discounts, voids and refunds, under Staff › Roles & permissions. Decide who approves with their PIN when a cashier goes over their limit. See Manager approval.
4. 4If you use the time clock with "clock in before selling" on, have staff clock in during the test. See Clock in and out.

5. Cash float ready

1. 1Count the float for each drawer.
2. 2On each till that takes cash, open the till with that amount as Starting cash. See Open the till.
3. 3Check the counting rules (tolerance and count by denomination) under Settings › Cash.

6. Test a card payment and a refund

1. 1Make a small real sale and pay by card on each reader.
2. 2Check the guest is asked for a tip the way you chose (on the POS, on the reader or not at all). See Card tips.
3. 3Refund the payment from the order on the POS. The amount goes back to the card in 5–10 business days; Verimly's €0.05 fee per card payment isn't refunded. See Refund a payment.
4. 4Check the payment and the refund appear under Payments in the back office.

7. Receipts and tickets look right

1. 1Print a receipt and a bill and read them as a guest would: business name, address, VAT lines, footer text.
2. 2Adjust the layout under Settings › Receipts. See Change your receipt.
3. 3On a kitchen ticket, check that names and options are readable from a distance.

8. Test a full service flow

Run one or two orders the way your service will really run:

• Open a table or a quick sale, add items with options and a kitchen note, and send them.
• On the preparation station screen, start the ticket and mark it ready. See Work the preparation station screen.
• Split the bill, pay part by card and part in cash. See Split the bill.
• If you use bar tabs, QR ordering or online pickup, run one order through each.
• Close the till at the end with a count and check the end-of-day report. See Close the till.

Void or refund your test orders afterwards so they don't sit in tomorrow's reports.

On the first day

• Open each till with the counted float before the doors open.
• Keep one person who knows the setup free to help at the counter for the first hours.
• Watch Today in the back office: sales come in as they happen.
• If a payment stays on "Verifying payment…", don't take it again; see A card payment is stuck or unclear.
• At closing, close every open order before counting: the till can't close while orders are still open.

Common questions

Can I test with a simulated card reader?

A simulated reader is only available in test mode. On a live account, test with a real card and a small amount, then refund it.

Should I delete my test orders?

Orders with items can't be deleted. Void the test orders or refund their payments so your reports are right. See Void an item or order.

If something goes wrong

• A device shows as offline or with an old version: open the app on it and update it. See The app isn't working.
• Nothing prints: see The printer doesn't print.
• The card reader is offline or busy: see The card reader is offline or not found.
• Still stuck: contact support with the device name, the time and any error code.