TABLE OF CONTENTS
Getting Started with Your Hana POS Installation
The first step in your journey with Hana POS is scheduling your installation. This is a crucial phase that ensures a smooth transition to the new system and sets the stage for a seamless experience. Since installation involves configuring your POS, setting up printer connections, and integrating essential features, careful coordination between you and our team is necessary.
Introductory Call: The First Step to Success
Once you have signed up for Hana POS, your dedicated Account Manager will reach out to schedule an introductory call. This is not just a routine conversation; it plays a vital role in making sure your installation goes as smoothly as possible. During this call, we will:
Introduce you to the Hana POS onboarding process, explaining the key steps and timelines involved.
Discuss your specific business needs to tailor the POS setup accordingly.
Ensure that all hardware requirements are met, including:
Computers are up-to-date and functional.
Receipt printers and label printers are installed and tested.
Cash drawers are properly connected.
Internet connectivity is stable and reliable.
Address any initial concerns or questions you may have about the onboarding process.
This call is mandatory, as it lays the groundwork for a successful installation. Please ensure that the decision-maker or a key team member is available to attend the call and take note of important details.
Scheduling the Installation: Why It’s Critical
Following the introductory call, we will schedule a date and time for your installation. The installation process requires active participation from both your team and ours. During the installation, we will:
Remotely access your computer to complete the POS configuration.
Connect and configure your printers for automated printing.
Set up cash register configurations, including tax settings and delivery fees.
Test system functionality to ensure everything is working correctly before the go-live date.
Since our technical team handles multiple installations daily, timely scheduling is essential to prevent unnecessary delays. Missing an installation appointment or requesting last-minute rescheduling can significantly impact your onboarding timeline.
Missed Appointments & Rescheduling Policy
While we understand that unexpected situations may arise, missing a scheduled installation or requesting a callback can cause delays. We cannot always guarantee immediate availability for rescheduling, as our team follows a structured installation schedule with multiple clients each day.
How We Handle Missed Appointments:
If you miss your scheduled installation, we will attempt to reschedule at the earliest available slot, but availability is not guaranteed.
Priority is given to florists who maintain their scheduled appointment.
If you are not available when our team reaches out for installation, you may experience extended delays before a new slot opens up.
Best Practices to Avoid Rescheduling Issues:
Plan and ensure the decision-maker is available for the scheduled installation time.
Notify us at least 24 hours in advance if you need to reschedule.
Ensure your hardware and software setup is complete before the installation.
Preparing for Installation Day
To facilitate a smooth installation process, please ensure the following:
Your computer is powered on, up to date, and ready for remote access.
All required printers are installed and capable of printing a test page.
Your internet connection is stable to avoid interruptions.
A key decision-maker or IT staff member is available during the installation.
You have a list of any specific configurations (e.g., tax rates, delivery zones, or employee roles) that need to be set up during installation.
What Happens After Installation?
Once your POS is installed and tested, we proceed to Step 2: Wire Service Integration. This step ensures that your POS integrates with wire services like FTD, BloomNet, FSN, and others. While Hana initiates the integration process, response times from third-party vendors may vary.
Need Help? Contact Us!
If you have any questions about scheduling or need further clarification, please reach out to your Account Manager. You can also contact Hana Support at:
Phone: 503-445-3059
Email: support@hanasoftware.com
We look forward to a successful installation and a smooth transition to Hana POS!
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