TORO Onboarding Guide

Dear Valued Customer,

Thank you for choosing TORO as your point-of-sale solution. To ensure a seamless setup process and a successful launch, please follow the steps outlined below. Our team is committed to supporting you every step of the way.

Step 1: Schedule Your Onboarding Call

Once your onboarding call is scheduled, complete the following to prepare for going live with TORO:

  1. Complete the New Store Form: Submit your store details at https://www.torocigarpos.com/newstore.

  2. Join WhatsApp Groups: Follow the instructions at https://www.torocigarpos.com/whatsapp to join your store’s dedicated groups. We will create two groups:

    • TORO-CC-StoreName: For credit card-related issues only.

    • TORO-StoreName: The main Support Group. This will be our primary means of communication for anything TORO related or any other ways we can help you.

  3. Provide Shipping Address: In your main WhatsApp group, send the name and address where your computer hardware should be shipped.

Step 2: Initiate Credit Card Processing

  • Ensure you are added to the TORO-CC-StoreName WhatsApp group. If not, notify us immediately.

  • Complete the credit card processing application shared in the group promptly, as setup can take time.

Step 3: Order Hardware

Step 4: Gather Pricing Information

Accurate pricing is critical to avoid losses. To streamline inventory setup:

  1. Access price sheets at https://www.torocigarpos.com/pricesheets.

  2. If you have additional price sheets, email them to thrive@torocigarpos.com for inclusion in our master list.

  3. Print all manufacturer price sheets and:

    • Highlight rows for items your store carries.

    • Highlight columns for cigars per box and box cost, or circle these details if not in columns.

  4. Why This Matters: Relying on your current POS pricing may lead to errors. A recent survey of 43 stores showed only 89 cigars of the top 1,000 had consistent pricing across at least three stores. Using manufacturer price sheets ensures accuracy, as one store discovered a $3,000 discrepancy in their top 100 items due to outdated pricing.

Step 5: Set Up Hardware

  • Connecting devices:

    • Connect the mouse, keyboard, monitor, and barcode scanner.

    • Do not connect receipt printer, label printer or cash drawer yet. We will do this later.

  • Internet Requirements:

    • SETUP PHASE: The computer can use Wi-Fi. 

    • GO LIVE: Two Ethernet connections are required at each POS station. One for the computer and one for the credit card terminal.
      • If only one Ethernet port is available, purchase a switch from Amazon to split the connection. Here is the one we suggest: https://a.co/d/8vn6aRt

  • Windows Setup:

    • Create a Windows account (if you don’t have one) and login. Be sure to write this password down. Losing it will lock us out, and recovery is not possible. Computer will have to be shipped back and an refreshed. This process can take up to 20 days.

  • TeamViewer Setup:

  • Barcode Scanner Setup:

Step 6: Schedule Setup Call

Once hardware is set up and at least five price sheets are printed and marked, schedule a setup call via https://www.torocigarpos.com/supportcall or your store’s WhatsApp group. During this call:

  • We will configure store parameters and provide inventory training.

  • Have at least 2 brands ready for Inventory Training. Refer to Step 4 on what is required.

  • Provide your sales tax and tobacco tax rates. If unknown, ensure they are updated on a future call.

  • Get a check, or find your routing and account number to setup AutoPay with TORO.

Step 7: Test Credit Card Machine

  • Test the credit card machine on the day it arrives, using an Ethernet connection.

  • Prompt testing is critical to identify and resolve any issues, ensuring a replacement terminal is provided if needed.

Step 8: Final Steps to Schedule Go-Live Date

  1. Complete Inventory Input: Enter all inventory into TORO. Cigars are pre-loaded; other product types must be created manually. Do not enter Quantity on Hand until after going live.

  2. Schedule Go-Live Date: Contact us to set your go-live date, requiring at least two weeks’ notice to avoid conflicts, as we onboard only two stores every two weeks.

Two Weeks Before Go-Live

  • Set up printers and cash drawer.

  • Configure AutoPay with routing and account numbers.

  • Set up the Rewards Program.

  • Order gift cards, receipt paper, and labels.

  • Verify tax information.

  • Retest the credit card terminal.

One Week Before Go-Live

  • Retest the credit card terminal.

  • Configure employee accounts, store hours, receipts, and tips.

  • Verify inventory by scanning one of each item to confirm barcodes.

Three Days Before Go-Live

  • Transaction Training: Have your staff watch training videos at https://www.torocigarpos.com/demo.

  • Schedule live transaction training for your entire team or a designated trainer. We do not train individual employees separately.

Go-Live Day

Congratulations! We’re thrilled to support your store as you launch with TORO. Our team is here to ensure a smooth transition.

For any questions or assistance, reach out via your store’s WhatsApp group or https://www.torocigarpos.com/supportcall.

Best regards,
The TORO Team