How do you get a POS system?

Here’s an outline of the process for getting your new Harbortouch POS system in place and the documentation that we’ll need:

1. Paperwork must be completed and signed:
1. Harbortouch service agreement
2. Merchant account application
2. If hospitality or pizzeria, we must have your most current menu.
1. Make sure you send us the COMPLETE menu, including drinks and desserts.
2. Include prices for all menu items, including modifier/choice costs.
3. If retail, include your current and complete inventory list with all prices.
4. Voided check or bank letter (if you do not have printed checks, you’ll need a letter from your bank confirming your account information).
5. Copies of two consecutive recent merchant statements (if currently processing).
6. Business License OR Tax ID Certificate OR Articles of Incorporation OR Interior/Exterior Photo (If new business without past statements, two of these items are required)

Please note: UBC underwriting may ask for additional information/documents depending on what type of merchant account is submitted.

1. Once the paperwork has been completed and approved, a representative from Harbortouch will contact you to ensure we have the correct cabling requirements as well as menu/database items. This is an important phone call and will be pre-scheduled—if you’re not available when your Harbortouch representative calls, the entire process will be delayed.
2. After confirming cabling and menu/database items, Harbortouch builds the database/menu to your specifications.
3. You’ll have an opportunity to review the database/menu in advance to ensure it is to your specifications. This is done “live” with a HT tech on the line—again, if you’re not available at the specified time, the process will be delayed.
4. Once you approve the system design, your installation is scheduled. At this point the equipment has been programmed and rigorously tested.
5. Equipment is carefully packaged and then shipped to you for install.
6. The installation team installs the POS system.
7. You will be trained on-site on the operation of the system.
8. Harbortouch is available to 24/7 to answer any questions after install.

If you’ve provided the necessary paperwork in a timely manner and if all phone calls take place as scheduled, your POS may be installed in as little as three weeks.