Welcome to Hana POS! We are excited to have you join us and are committed to ensuring a smooth and efficient onboarding experience. This guide provides a detailed overview of the onboarding process, timelines, and key expectations to help you transition seamlessly to Hana POS.
TABLE OF CONTENTS
- Step 1: Preparing for Installation
- Step 2: Installation Process
- Step 3: Wire Service Integration
- Step 4: Hana POS Training
- Step 5: Going Live with Hana POS
- How to Reach Hana Support
Step 1: Preparing for Installation
Before the installation begins, it is crucial to ensure your hardware is ready. Hana does not install your printers or computers, but we will configure the connection between your printers and Hana for auto-printing.
Prerequisites for Installation
Printers Ready: Your printers must be fully installed, connected, and able to print test pages.
Receipt Printer Ready: Your receipt printer should be configured and successfully printing a test page.
Computers Ready: Your Windows computer should be fully updated to avoid delays during installation.
Internet Ready: Your internet connection should be stable to ensure smooth remote access for setup.
Hardware Ready: Ensure that all necessary hardware components, such as barcode scanners and cash drawers, are properly connected.
Proper preparation ensures that the installation process moves forward smoothly.
Delays may occur due to incomplete printer setups, outdated system updates, or network issues.
We recommend verifying all system requirements at least a day before installation.
For a full checklist of hardware requirements, refer to our Hardware Setup Guide.
Step 2: Installation Process
On the scheduled installation day, your Hana Account Manager will call you to begin the setup.
Our team will remotely access your computer to complete the configuration of:
Automatic order printing: Connecting and configuring printers for auto-printing.
Cash Register & bar code scanner set up: Setting up the cash register and barcode scanner (if applicable).
POS Settings: Configuring general POS system settings, including store preferences and user roles.
Security Settings: Setting up security settings and permissions for employees.
Expected Timeframe
Installation typically takes 1 to 1.5 hours, assuming all systems are ready. However, potential delays are possible owing to several unforeseen circumstances such as
Pending Windows updates that require a restart.
Unresponsive or incorrectly configured printers.
Network connectivity issues are affecting remote access.
Step 3: Wire Service Integration
If you are integrating Hana POS with third-party wire services such as FTD, BloomNation, FSN, or BMT, we will initiate this process on the day of installation.
While Hana sends integration requests immediately, the response time from these external vendors varies. Some vendors may complete the integration the same day, while others may take several days.
What to Expect
Most integrations are completed within 24 hours.
External vendors control the response time, so some delays may occur.
Hana will actively follow up with vendors to ensure timely activation.
For further details, check our Wire Service Integrations Guide.
Step 4: Hana POS Training
Once installation is complete and we confirm that your printers are functioning properly, we move on to basic POS training. Your Account Manager will guide you through
Basic Training Overview
Setting up store configurations such as taxes, delivery fees, and user permissions.
Adding and managing employee roles and permissions.
Creating and managing product catalogs, pricing, and categories.
Entering orders, dispatching deliveries, and managing cash-and-carry sales.
Processing refunds, order cancellations, and payment reversals.
Performing an end-of-day process and cash reconciliation.
Using Hana POS reports and analytics tools to track sales and inventory.
Advanced Training Modules
For users who want to explore advanced features, we offer ongoing training on:
Inventory management and stock control.
Gift cards, store credit, and loyalty programs.
Customizing email and SMS notifications for customers.
Integrating Hana POS with QuickBooks for accounting.
Ongoing Training Support
Hana offers unlimited training sessions to help you master all features at your own pace. If you need additional training on advanced features, simply reach out to our support team.
Step 5: Going Live with Hana POS
Once basic training is complete, we will remove all test orders, and your Hana POS system will be ready for live transactions. You can now start processing orders confidently.
Best Practices for a Smooth & Successful Launch
Ensure all staff members complete basic training before using Hana POS live.
Verify that all connected hardware, including receipt printers and cash drawers, is functioning correctly.
Test a few transactions to confirm system accuracy before handling customer orders.
Review and configure your delivery zones and driver assignments if applicable.
Make sure all discounts, promotions, and loyalty programs are set up correctly.
How to Reach Hana Support
We are here to assist you at every stage of your journey with Hana POS.
- Phone: 503-445-3059
- Email: support@hanasoftware.com
- Live Chat: Available on our POS dashboard for real-time assistance
By following this structured onboarding process, you can expect a smooth transition to Hana POS, ensuring minimal disruptions and maximum efficiency for your business. Welcome aboard, and we look forward to supporting your success!
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