Step 3: Training

Training is an essential part of your Hana POS onboarding. This step ensures that you and your team can efficiently operate the system for daily business operations. The training session is conducted by your Account Manager and is scheduled after installation is complete.

TABLE OF CONTENTS

• Training Session Details
• What to Expect During Training
• Important Expectations
• Training Slots Are Limited
• Be Ready and Prepared
• Ongoing Training & Support
• Next Steps After Training
• Need Assistance? Contact Us

Training Session Details

• Your Account Manager will schedule a training session once installation is completed and all configurations are verified.
  
  

• The training session typically lasts 90 to 120 minutes, depending on the complexity and the number of questions you may have.
  
  

• All key staff members who will be using Hana POS must attend this session to avoid gaps in understanding.

What to Expect During Training

• Navigating the POS System – Overview of the dashboard and main features.
  
  

• Order Management – Creating, modifying, and canceling orders.
  
  

• Processing Payments – Handling transactions, refunds, and store credits.
  
  

• Delivery & Dispatch Management – Assigning deliveries and tracking orders.
  
  

• End-of-Day Processes – Cash reconciliation and closing reports.
  
  

• Employee & User Management – Adding staff, setting roles, and permissions.
  
  

• Customizing Settings – Adjusting tax rates, delivery fees, and other configurations.

Important Expectations

• Training Slots Are Limited

  • If you miss your scheduled session or ask us to call back, we cannot guarantee another slot the same day.

  • Training slots are pre-booked, and missing one may require rescheduling for another day.

• Be Ready and Prepared

  • Ensure your internet connection, Hana POS, and printers are functioning before the call.

  • Have a quiet environment free from distractions to actively participate in the session.

  • Your Account Manager will guide you step-by-step, so follow along and ask questions as needed.

• Ongoing Training & Support

  • The initial training session covers all necessary operations, but additional sessions can be scheduled if needed.

  • If new employees join your team later, we can arrange training for them separately.

Next Steps After Training

• Once training is completed, you will be ready to go live and process real transactions using Hana POS.

• Your Account Manager will ensure all questions are answered before concluding the session.

• If you need further guidance, additional training can be scheduled as required.

Need Assistance? Contact Us

• Phone: 503-445-3059

• Email: support@hanasoftware.com

We are here to support you every step of the way!