Your old till is slow, reports are messy, and you have decided to switch. This page is not a legal agreement and not the hour-by-hour opening-day runbook. It is the before you cut over checklist: devices and network, menu and prices, people and permissions, tax/receipt items that are already described publicly and visible in the admin UI, plus a calm plan for rolling back the same day if needed.
Still deciding whether to switch at all? Start with the Restaurant POS selection checklist. For opening day itself, see What to check on opening-day POS.
What this covers / what it does not
Covers
- Inventorying devices and local network before install day
- Collecting menu, prices, and settlement basics
- Planning staff accounts and permissions
- Tax / receipt / NTAK: only what is already public and visible in the admin UI
- Cutover-day rollback mindset (“one day, one decision”)
Does not cover
- Terms of service, contracts, refunds and renewals
- Migration done for you (we make no such promise)
- Unverified hardware compatibility lists, filing tax/NTAK registration on your behalf, or company/legal-entity copy
- Opening-day timed checklist (separate article)
- Deep dives on payments/tax, LAN multi-till, inventory, orders/refunds — use the existing operations guides
1. Devices and network — write it down first
Before you install anything, jot down:
- How many tills / terminals run at the same time at peak?
- Where are printers, card readers, kitchen displays — and how do they connect today?
- Is the local network stable? Do you have a backup path for admin login?
- Who can reboot the router, and where are the passwords?
For multi-till LAN and terminal registration detail, see LAN multi-till & terminal registration. Do not put “every printer / every card terminal is guaranteed compatible” on your list — only what you have tested in your shop or can see in the product UI.
2. Menu and prices — move numbers, not clutter
Before cutover, assemble:
- Active dishes / drinks, sizes or variants, and the prices you actually charge
- VAT / tax marks you really use today
- Packaging fees, service charges, and other surcharges
- What not to migrate: dead SKUs, half-finished test prices
For configuring payment methods, tax rates, and surcharges in admin, see Payment methods, tax rates & surcharges. Stock counts are not the same as menu prices — if inventory matters on switch week, use the inventory guide.
3. People, accounts, permissions
List who can do what on the old system, then design the new roles:
- Who can open/close the day, apply discounts, void or cancel lines
- Who may enter admin (menu, tax, payment methods)
- Temporary passwords: change after first login; do not share one shop-wide password with everyone
- Leavers: disable old and new access before cutover day
Do not expect the software to invent who the manager is — you decide that before switch day.
4. Tax, receipts, NTAK — visible scope only
The items below are the ones a shop owner can see in admin:
- In admin you can maintain payment methods, tax rates, and surcharges; payment-method settings may show process switches such as “send fiscal / send NTAK” when those controls appear on your screen — if they do not, trust the live UI
- For NTAK, configuration and report status (e.g. pending / submitted) may be visible — details: Fiscal operations and NTAK plus the payments/tax guide
- Settlement and receipt scope: Checkout, payment and receipts
Do not add to your checklist:
- “We will register with the authority / NTAK for you”
- Unverified hardware certification or “guaranteed official acceptance”
- Step-by-step authority filing we have not seen in the UI
For regulatory vocabulary, use the FAQ — this page is a prep checklist, not legal advice.
5. Cutover-day mindset: one day, a rollback plan
On switch day, do not try to change everything at once. Prefer:
- Pick a low-traffic window (after close or a quiet morning)
- Dry-run one short menu set and two payment methods before live rush
- Keep a paper / old-till fallback ready for that same day if the new side is unstable
- If the team is still stumbling by afternoon, decide in advance whether you roll back to the old flow for the rest of the day — that is control, not failure
This article does not promise a migration tool or on-site cutover service. Prep is the shop’s job; product capability overview lives under Features.
Next step
- What should you prepare before switching a POS?
- Capability overview: Features
- Questions: About us