Demo & Training System Guide

Audience: All Staff Difficulty: Basic Estimated Time: 10 minutes

Overview

The TrafficPOS Demo & Training System provides comprehensive interactive training for new users, featuring guided tours, interactive demonstrations, and hands-on practice modes. This system helps employees learn the POS interface safely without affecting real sales data.

Safe Learning Environment: All training and demo activities use mock data, ensuring no impact on real business operations.

Training System Components

Interactive Demo System

  • Guided step-by-step tutorials
  • Real-time interface highlighting
  • Progress tracking and completion certificates
  • Safe practice environment with mock data
  • Role-based training customization

πŸ‘₯ User Onboarding

  • First-time user detection
  • Progressive feature introduction
  • Role-based training paths
  • Completion tracking and analytics
  • Manager oversight and reporting

Comprehensive Training Modes

  • Practice mode with realistic scenarios
  • Feature-specific tutorials
  • Advanced workflow training
  • Competency testing and certification
  • Ongoing refresher training

Training Analytics

  • Individual progress tracking
  • Team performance metrics
  • Module completion rates
  • Time spent in training
  • Certification management

First Login Demo

Automatic New User Orientation

🎬

Automatic Activation

The First Login Demo automatically appears when:

  • User logs in for the first time
  • No previous demo completion is recorded
  • User role allows demo access
  • Training system is enabled by administrators

Demo Content

  • Welcome Screen: System introduction and user role confirmation
  • Core Features Tour: Product selection, cart management, checkout process
  • Basic Navigation: Menu structure and essential functions
  • Role-Specific Content: Tailored to user permissions and responsibilities
  • Quick Reference: Essential shortcuts and tips

Guided Tours

Interactive Interface Tours

πŸ—ΊοΈ

Available Tour Types

Basic Navigation Tour (5 minutes):

  1. Main menu overview and structure
  2. Product categories and organization
  3. Search functions and filters
  4. Cart area and management
  5. Settings and help access

Sales Process Tour (10 minutes):

  1. Product selection methods
  2. Adding items to cart
  3. Quantity adjustments and modifications
  4. Customer selection and management
  5. Checkout process and options
  6. Payment methods and processing
  7. Receipt generation and printing

Advanced Features Tour (15 minutes):

  1. Voice assistant integration
  2. Barcode scanning functionality
  3. Mix & match pricing systems
  4. Customer management tools
  5. Inventory updates and tracking

Starting a Guided Tour

▢️

Access Methods

  • From Settings: Settings β†’ Help & Training β†’ Guided Tours
  • Help Button: Click the (?) help button β†’ Take a Tour
  • Manager Assignment: Administrators can assign specific tours
  • Training Dashboard: Access from employee training portal

Interactive Demo Mode

Hands-On Practice Environment

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Demo Environment Features

  • Safe Sandbox: No real data affected by practice activities
  • Complete Functionality: All POS features available for testing
  • Realistic Scenarios: Cannabis dispensary products and situations
  • Reset Capability: Start fresh anytime
  • Performance Tracking: Monitor learning progress

Practice Scenarios

Basic Sales Training

  • Simple product selection
  • Cart management basics
  • Standard checkout process
  • Cash transaction handling
  • Receipt printing

Advanced Sales Training

  • Weight-based product sales
  • Mix & match pricing application
  • Multiple payment methods
  • Customer selection and profiles
  • Discount and promotion application

Special Situations

  • Void transactions and corrections
  • Returns and exchanges
  • Manager override procedures
  • Age verification processes
  • Problem resolution scenarios

Cannabis-Specific Training

  • Product knowledge and effects
  • Compliance procedures
  • Purchase limit enforcement
  • Medical vs. recreational sales
  • Delivery order processing

Activating Demo Mode

Demo Mode Access

  • Settings Menu: Settings β†’ Training β†’ Interactive Demo Mode
  • Login Screen: Select "Practice Mode" from login options
  • Training Dashboard: Access through employee training portal
  • Manager Assignment: Administrators can enable for specific users

Structured Training Modules

Comprehensive Learning Program

1

Module 1: System Basics (15 minutes)

  • Login/logout procedures
  • Navigation basics and menu structure
  • User interface overview
  • Basic settings and preferences
  • Security and data protection
2

Module 2: Product Management (20 minutes)

  • Product categories and organization
  • Search and filtering techniques
  • Product information and details
  • Inventory levels and stock tracking
  • Cannabis product knowledge
3

Module 3: Sales Operations (25 minutes)

  • Adding products to cart
  • Quantity adjustments and modifications
  • Pricing, discounts, and promotions
  • Checkout process and payment methods
  • Transaction completion and receipts
4

Module 4: Customer Service (20 minutes)

  • Customer management and profiles
  • Age verification procedures
  • Special requests and customization
  • Problem resolution techniques
  • Compliance and regulatory requirements
5

Module 5: Advanced Features (30 minutes)

  • Voice assistant integration and commands
  • Barcode scanning and product lookup
  • Mix & match pricing systems
  • Delivery order processing
  • Inventory management and adjustments
6

Module 6: End-of-Day Procedures (15 minutes)

  • Till management and cash handling
  • Sales reports and analytics
  • Closing procedures and checklists
  • Data backup and security
  • Opening procedures for next shift

Training Progress and Certification

Certification Requirements

  • Module Completion: Complete all required training modules
  • Competency Testing: Pass skill assessments with 80% or higher
  • Practical Demonstration: Show proficiency in live environment
  • Manager Approval: Final certification from supervising manager
  • Ongoing Training: Regular refresher courses and updates

Mock Data System

Realistic Training Environment

Sample Product Catalog

  • Flower Products: Various strains with realistic THC/CBD content
  • Edibles: Gummies, chocolates, beverages, baked goods
  • Concentrates: Shatter, live resin, cartridges, wax
  • Accessories: Papers, pipes, grinders, storage
  • Topicals: Creams, balms, patches

Customer Profiles

  • Regular Customers: With purchase history and preferences
  • Medical Patients: With specific medical needs and recommendations
  • New Customers: Requiring age verification and education
  • VIP Customers: With special pricing and privileges
  • Delivery Customers: With address and scheduling needs

Training Scenarios

🎭

Realistic Training Situations

  • High-Volume Rush Periods: Multiple customers and time pressure
  • Complex Orders: Multiple products with special requirements
  • Problem Situations: Requiring manager intervention or problem-solving
  • New Product Education: Learning about product effects and recommendations
  • Compliance Scenarios: Age verification and purchase limit enforcement

Training Administration

Manager Functions

Training Configuration

Navigate to Admin β†’ Employee Management β†’ Training Settings

  • Enable Training Modes: Activate first login demo and guided tours
  • Set Requirements: Define mandatory training modules
  • Configure Content: Customize training materials
  • Track Progress: Monitor employee completion status

Training Analytics

Navigate to Admin β†’ Reports β†’ Training Analytics

  • Completion Rates: Module and overall training completion
  • Time Analysis: Time spent in training by employee
  • Performance Metrics: Test scores and competency ratings
  • Certification Status: Current certification levels
  • Training Needs: Identify areas needing additional focus

Best Practices

For New Employees

Learning Strategy

  • Start with First Login Demo: Get system overview
  • Take All Guided Tours: Learn interface navigation
  • Practice in Demo Mode: Build confidence safely
  • Complete Training Modules: Comprehensive skill building
  • Ask Questions: Get help from managers and colleagues

Learning Tips

  • Take Your Time: No rush in training mode
  • Repeat as Needed: Practice until comfortable
  • Use Real Scenarios: Practice with actual situations
  • Focus on Cannabis Knowledge: Learn product effects and recommendations
  • Understand Compliance: Master regulatory requirements

For Managers

Training Management Strategy

  • Customize Content: Tailor training to your dispensary's specific needs
  • Set Clear Requirements: Define mandatory training and completion deadlines
  • Monitor Progress: Regularly track employee training completion
  • Provide Support: Help struggling learners with additional resources
  • Maintain Currency: Keep training content updated with new features
  • Document Compliance: Maintain training records for regulatory purposes

Troubleshooting Common Issues

Training Mode Problems

Training Mode Not Starting

  1. Check user permissions and role settings
  2. Verify training system is enabled by administrators
  3. Clear browser cache and cookies
  4. Check demo data loading and network connectivity
  5. Try different browser or device

Progress Not Saving

  • Verify local storage is available and not full
  • Check network connectivity for cloud sync
  • Review browser error console for issues
  • Try different browser or incognito mode

Demo Data Issues

Demo Environment Problems

  • Refresh demo environment to reload mock data
  • Reset to default state using reset button
  • Check mock data integrity and loading
  • Contact system administrator for assistance

Certification Problems

  • Verify all required modules are completed
  • Check test scores meet minimum requirements
  • Ensure manager approval is obtained
  • Review certification expiration dates

Quick Reference

Training Access Points

Getting Started

  • First Login: Automatic demo on first login
  • Guided Tour: Help β†’ Take Tour
  • Practice Mode: Settings β†’ Training β†’ Interactive Demo
  • Training Modules: Training Dashboard β†’ Start Course
  • Manager Assignment: Admin can assign specific training

Training Controls

Action Control Description
Pause Spacebar or Pause button Temporarily stop training
Skip Step Next button Move to next training step
Replay Previous button Repeat current or previous step
Exit X button Exit training (saves progress)
Help ? button Get assistance during training

Related Guides

Initial Setup

System setup and configuration for new installations

Voice Assistant

Learn to use voice commands for efficient POS operation

Admin Guides

Administrative functions and employee management