TNK Posted May 6, 2023 Share Posted May 6, 2023 Hello I own a restaurant and we are expecting to hire a group of people like 15 employees to our second store, since we are planning to expand our branches. I want to train my employees to use Loyverse for our restaurant, but I was wondering if there is a good way or efficient way to train new employees. So if there is a good suggestion please let me know. I already have my account at work so can not make test sales during the training. Link to comment Share on other sites More sharing options...
Yamil Posted May 6, 2023 Share Posted May 6, 2023 Hello You can create another email and make a new account as a test account for Loyverse. Also, you can take advantage of the free trial of 14 days for adding the employees, using the advanced inventory and integration you have in your main account. This way you can simulate the environment in which the employees will be working on. Next, you can easily export the item list from your main account to import to the test account in this way you can simulate your items and save time to configure your test account. When you export and import your item list to the test account, the system will automatically create the Categories and Suppliers that are registered in the items, but the Stores will not be automatically imported, since it is just a test account I don’t think you need to add stores. Unless, you need to train an Administrator or Manager who must know managing the inventory for each store, or the Transfer Orders from Advanced Inventory. However, I don’t suggest exporting and importing the list of customers in order to avoid erroneously sending email receipts to the customer’s email. So you can create a new list of customers using the employees’ profiles and emails in order to test. Off course, the best way to teach and train employees is to give the lecture one by one with a practice of what they need to do. But it is also true that learning everything in a short of time makes it employees difficult to learn each detail. So I recommend sharing the help articles provided by Loyverse to allow them to study and give access to content whenever they have something that couldn’t understand or remember, they can review it at home. For cashiers/waiters: How to Switch User using PIN: https://help.loyverse.com/help/switch-employees How to use Time Clock in/out: https://help.loyverse.com/help/time-clock Shift Management: https://help.loyverse.com/help/shift-management-loyverse-pos How to Make Sales: https://help.loyverse.com/help/make-sales How to Work with Open Tickets: https://help.loyverse.com/help/open-tickets How to Issue a Refund on Loyverse POS: https://help.loyverse.com/help/how-issue-refund-loyverse-pos How to Apply Discounts During a Sale: https://help.loyverse.com/help/how-apply-discounts-during-sale How to Redeem Customer Points for a Discount (if you use Loyalty Program): https://help.loyverse.com/help/points-discounts For admins/managers: How to Login into Loyverse POS through E-mail: https://help.loyverse.com/help/how-give-employees-access-login How to Create and Manage Multiple Stores: https://help.loyverse.com/help/how-create-and-manage-multiple Advanced inventory: https://help.loyverse.com/help/advanced-inventory When you finish the training period, you can delete the test account, and then add your new employees to your original account. Additionally, you can also read this content that tells you the general ideas to keep in mind when training your employees in a restaurant:How To Train Your Restaurant Employees: Link to comment Share on other sites More sharing options...
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