Checklist

POS, integrations and vendor selection checklist

Interactive checklist and decision framework to evaluate POS vendors and integrations. Collects required data exports, integration patterns, latency and real‑time needs, security and compliance checks, vendor SLAs, cost of ownership, migration steps, pilot success criteria, and a simple vendor scoring section to compare options.

Interactive Tool

POS & Integrations — Vendor Selection Checklist

Purpose: Help teams choose a POS and integration approach that reduces manual reconciliation, centralizes operational data, and supports inventory, labor, delivery, reporting, and analytics needs.

How to use this checklist: Fill one form per vendor or candidate setup. Be honest about required exports, acceptable latency, security requirements, and migration complexity. Use the scoring fields to compare vendors on API quality, support, security, cost, and integration completeness. Save the form and repeat during pilot runs to capture results.

Name the location, project, or rollout this evaluation applies to.
Vendor or POS product you are evaluating.
Select the data and events you must receive from the POS for your operations and reporting.
Real-time webhooks or streaming reduce reconciliation but may require more integration work.
Set how old data can be for your use case (e.g., inventory alerts vs. daily sales). Enter minutes.
Select the back-office and external systems the POS must connect to.
Choose the integration/auth patterns the POS supports (select one or the closest).
Describe or paste an example mapping: SKU identifiers, modifier representation, timestamps, staff IDs, tender codes. Note any gaps or mapping work required.
Use vendor documentation or test results to choose.
Enter vendor-stated time to respond to critical issues (hours).
Select certifications or compliance commitments the vendor provides.
Enter your expected monthly cost for the location or account.
Implementation, migration, hardware, or training fees.
Enter percent or per-transaction fee as a number (e.g., 2.9 for 2.9%).
Select tasks required to migrate and go live.
Percentage of transactions that must match between POS and target systems during pilot (suggest 98+).
Maximum average latency during pilot to be considered successful.
Maximum days per week the team should need manual reconciliation during pilot (prefer 0).
Assess documentation, versioning, error handling, webhook reliability.
1.0 10.0
Assess responsiveness, technical expertise, and training resources.
1.0 10.0
Based on certifications, audits, and security posture.
1.0 10.0
How many required data flows and targets are covered out-of-the-box.
1.0 10.0
Subjective score based on subscription, transaction, and setup costs.
1.0 10.0
Tick the option that best fits current evaluation.
Capture negotiation points, required custom work, stakeholders, and next steps.
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