If you are new to SwiftPOS and unsure where to begin, this guide will walk you through the essential resources and tools available to help you understand the platform. We’ll explore how to use the help files, access training videos, perform updates, and configure SwiftPOS systems.

Video Demonstration: 


https://www.youtube.com/watch?v=DoI1Zt9wU4Q&list=PLni2SLbPJ1LirXbWwI-Wu433wBKPp6CHo&index=8&pp=iAQB

(Note the following has been generated using Ai Transcribing so use both the video and script as a guide) 

1. SwiftPOS Help File: Your First Step (0:12 - 0:31)

The SwiftPOS help file is your primary resource for learning. It contains all the documentation, training videos, and guides you'll need to get familiar with the system.

  • Access: Visit swiftpos.com/help (you’ll need a username and password).
  • What’s Included: The help file contains product information, updates, and training materials for various features of SwiftPOS.

2. Accessing Key Training Resources (0:31 - 0:44)

Once you’ve logged into the help file, you’ll find training videos and resources that explain how different parts of SwiftPOS work. This will be especially helpful if you're just starting out.

3. Navigating the Help File (0:44 - 1:16)

The help file’s homepage offers multiple navigation options:

  • Latest News: Get updates on new features or known issues, such as recent Windows updates that could affect the system.
  • SwiftPOS Website & Reseller Portal: Links to the official website and reseller portals for additional resources.

4. Staying Updated with Latest News (1:16 - 2:14)

SwiftPOS doesn’t send frequent email updates. Instead, you can find all relevant news about software changes, bug fixes, or potential issues (like compatibility with other systems) in the Latest News section of the help file.

5. Exploring Help Topics and Integrations (2:14 - 3:13)

Within the help file, you’ll find detailed help topics covering SwiftPOS APIs, integrations, and functionality. This includes:

  • Barcode Scanners, Caller ID systems, and Fuel Integrations.
  • These topics explain how SwiftPOS connects to external systems.

6. Using the Search Function (3:13 - 4:00)

The help file has a powerful search function to help you quickly find specific topics or solutions:

  • Use multi-word searches or exact phrases (with quotation marks) to filter results and find the information you need.

7. Finding and Installing Software Updates (4:00 - 5:05)

To check for software updates:

  • Use the search bar and type "software updates" to find instructions for upgrading to the latest version, like version 10.
  • You'll also find training videos that show you how to perform these updates.

8. Accessing the Customer Help File (5:05 - 6:27)

The Customer Help File is a mobile-friendly version of the main help file.

  • It supports single-word searches and includes links to various features of SwiftPOS.
  • While it’s more limited than the reseller help file, it’s useful for on-the-go access.

9. Training Videos for Learning (6:27 - 7:00)

In the training section of the help file, you’ll find:

  • Reseller training videos.
  • Marketing and demo videos.
  • Customer training videos, which cover basic system configurations like pricing changes.

10. Downloading and Installing Software Updates (7:00 - 8:31)

To update your SwiftPOS system:

  • Visit the software downloads section in the help file. Here you can download updates for SwiftPOS Touch, Back Office, and other components.
  • The latest version (e.g., version 10) can be installed directly from this page.

11. Setting Up a Virtual Machine for Testing (8:31 - 9:20)

SwiftPOS can be installed in a virtual machine using VirtualBox:

  • This allows you to create a backup of your system that can be cloned or restored as needed for testing or troubleshooting purposes.

12. Understanding SwiftPOS Services and Connections (9:20 - 11:06)

SwiftPOS relies on various services that communicate with external systems:

  • Touch, Back Office, and NetPOS are key services that connect to gaming and membership systems.
  • These services ensure that data, like member points or sales, is processed in real time.

13. Managing Table Tracking (11:06 - 12:08)

SwiftPOS uses a table tracking system that operates locally:

  • Even if the internet goes down, table tracking continues without disruptions.
  • This ensures that your venue can operate smoothly even during network issues.

14. Monitoring SwiftPOS Services (12:08 - 14:17)

The Services Monitor is a critical tool:

  • It keeps essential services like sales processing and NetPOS running.
  • If a service fails, it will automatically restart to prevent any downtime.

15. Checking Windows Services and Event Logs (14:17 - 15:17)

You can use Windows Service Manager to check on SwiftPOS services.

  • If a service stops, use the event logs to investigate why it failed, such as password changes or system errors.

16. Sales Processing and Full System Updates (15:17 - 19:10)

SwiftPOS offers a method to manually push full updates:

  • These updates include product changes, promotions, and happy hours.
  • You can also verify that sales processing is working by checking for transactions in the system.

17. Using SwiftPOS Touch and Back Office (19:10 - 21:00)

You can switch between SwiftPOS Touch and Back Office to perform tasks:

  • The video demonstrates how to complete transactions, cancel sales, and monitor operations in the POS environment.

18. Downloading Software Updates from the Web (21:00 - 24:00)

You can check for updates from the web to ensure your system is running the latest version:

  • If needed, adjust download settings to pull updates from the correct region (e.g., Australia).

19. Creating and Restoring Backups (24:00 - 27:30)

Before making major changes, it’s important to create backups:

  • This ensures that if anything goes wrong, you can restore the system to its previous state.

20. Verifying Registration After Restore (27:30 - 28:50)

After restoring a backup, perform a registration check:

  • This confirms that your system is properly registered and functioning after the restore.

21. Viewing Database Information and Settings (28:50 - 33:00)

You can access important database details such as:

  • Size, version, and SQL Server configuration.
  • This information helps troubleshoot issues and maintain system performance.

22. Conclusion and Next Steps (33:00 - End)

Now that you have the basics, spend time exploring SwiftPOS through its help files, training videos, and practice sessions in a virtual environment. This guide covers foundational tasks, but as you progress, more advanced features and customizations will become easier to handle.

This guide provides a comprehensive overview to help new SwiftPOS users get started quickly, with step-by-step instructions and explanations for the key tasks and resources available.