Technology

Changing your POS? 7 questions to ask before taking the leap

In a recent blog, we talked about how the retail store is and will likely remain vital for customers who value trusted advice, social engagement and tactile product discovery. And those customers will continue to have high expectations of the instore experience, including the expectation that it will be harmonised with the shopping they do online.  

As your store evolves to meet a future where it can serve as an experiential hub and as mission control for customer fulfilment, you need to ensure that your retail platform is keeping pace rather than holding you back.  

Here we look at the challenges retailers experience when making the shift to a new POS, and the important questions you need to ask before choosing a new platform.


 The POS upgrade challenge 

Preparing the point of sale for a future where tech-savvy consumers expect ‘phygital’ omnichannel experiences can be daunting.  

Retailers need to keep up with shoppers’ demand for a unified, cross-channel buying journey, but many have outdated point of sale systems that aren’t suited to the task. 

Making the shift to a new point of sale comes with challenges, though, especially when margins are tight. Fear of losing revenue through potential disruption to current operations and having to invest in staff training while perhaps not achieving anticipated returns can deter retailers from taking the leap.  

You don’t want a project that fails to deliver the desired returns because the wrong product was selected. 

So how do you select the right system for your business requirements? 

Here are the 7 questions to ask when looking for a new POS.  


1. Can it be implemented and deployed rapidly?

The number one priority for most of the retailers we speak with is speed of deployment.

To minimise the operational disruption, you’ll need a platform built on a modern architecture. All your core requirements need to come out-of-the-box, along with the ability to customise and easily add new functionality.  

When you choose a partner with a mature platform, they can focus on delivering innovation because the core functionality you need already exists. 

Check the provider has recent and proven success planning, implementing and managing complex, large-scale deployments across multiple stores, formats and geographies. They’ll need to understand your fast-paced, data-intensive environment where any significant level of downtime is unacceptable. And their people will need to be skilled in helping you plan and implement your projects so that they work for you now and into the future.

Our client Z Energy was able to quickly and seamlessly convert some of its existing fuel locations into unattended self-service U-GO sites.    

By using a modular platform, we’ve been able to roll out technology quickly by configuring existing tools instead of building custom solutions. This has allowed us to tailor the solution to the market in just a few days.
— Callan McLaughlin, Retail Platform Manager at Z Energy

2. Will it support your unified commerce business model?

Today, the store is the epicentre for all your unified commerce activity. 

That means you’ll want a point of sale system that supports endless aisle, click and collect, store fulfilment, pricing and promotions, clienteling and loyalty, as well as functions that allow customers to search, transact, acquire and consume products across all your channels.  

You don’t want to be tied to a point player that can only provide parts of a total solution.  

The reason unified commerce resonated with me is that it would give us one core platform to do the heavy lifting and a single source of truth to manage the customer data, inventory and order orchestration, rather than relying on too many systems to push and pull data everywhere.
— Shane Lenton, previously Cue’s Chief Information and Digital Officer

3. Does it allow your store team to deliver exceptional service?

The new solution needs to empower store teams to deliver a superior, frictionless customer experience that maximises their productivity, no matter where they are in the store.

An easy-to-use UX and straightforward setup will enable new employees to quickly learn the system and begin selling almost right away. By removing the frustrations caused by complex technology, you'll also help lower staff turnover. 

In addition, by consolidating store technology onto a single POS-based retail system, your teams can do everything in a single view, from sales transactions, customer loyalty, pricing, product and promotions through to virtual appointments and endless aisle access to stock.


4. Will the system work offline?

Delivering exceptional customer service is irrelevant if your staff can’t complete sales. 

When inevitable network outages happen, you need to know that your POS will keep all your stores operational without any disruption.  

When implemented correctly, the offline POS experience should be so seamless that your staff may not even realise the system is offline. 

Though some features may be limited, it's essential to know what transactions can still be processed during the loss of connectivity. For example, the system should handle card and cash payments, process returns, capture customer data and link it to profiles, and continue scanning products for smooth checkouts. 


5. Can it grow with you, and adapt to change?

Whether you're expanding into new locations or launching pop-up stores, your POS system must be scalable and adaptable to change. While it might seem obvious, scalability can easily be overlooked in the excitement of cutting-edge technology. 

Your growth plans should account for how your physical stores can complement your online presence, so that your POS solution can function across channels in the same way as your ecommerce platform. 

It should operate seamlessly across tablets, phones and fixed tills, allowing transactions to flow between devices effortlessly. This flexibility not only opens up possibilities for innovative store layouts but also provides the practical benefit of better backup strategies for your devices. 

Your partner should let third-party solutions connect via APIs so that you are free to focus your development efforts on the front-end. You can be more agile and create a community of third-party apps and systems that work together in an ecosystem. As a result, you’ll reduce integration and maintenance overheads, increase real-time accuracy and enjoy virtually limitless scalability and agility. 


6. Will it make complex sales simple?

Enterprise retailers with multiple brands, B2B operations or franchises will need a POS system that makes complex sales simple. 

You’ll want the power to set pricing and promotion rules, permissions, return and refund validation, discounting and cash management from either head office or at store level. 

And you’ll want to ensure the solution supports complex sales like charge-to-account, quote management by channel, debtor management, loyalty and all types of pricing, including retail, trade, contract, promotional, project, customer-specific and rules based.  

Infinity is one of the few platforms able to accommodate our diverse business model, with both retail and wholesale customers requiring multiple volume breaks and bulk purchasing. And Infinity’s New Zealand presence gives us an out-of-the box solution with local capabilities that can be customised to our requirements.
— Amanda Thompson, General Manager of Moore Wilson’s

7. Can you rely on the vendor for new functionality and ongoing support?

Working with the right people and processes will make the rollout of your new point of sale much easier and deliver results much faster. 

A partner located in the Australia-New Zealand market means you’ll have direct access to second- and third-level support, as well as direct contact with people committed to your success. 

You’ll also have more influence on the product roadmap and have to deal with less bureaucracy to get things done. And a mid-size partner is more likely to view you as an important customer of influence.

This blog was originally published in September 2024 and updated November 2025.


Want help to modernise your point of sale? 

As you transform your customer experience to deliver the seamless and personalised buying journeys your customers crave, your point of sale system must transform as well. If you’re looking for help to shape your strategy and extend your omnichannel capabilities, get in touch. We’d love to help you develop the solutions you need now and guide you to where you’re headed next. 


For more on how a move to a unified commerce strategy gives you the flexibility and agility you need to keep in step with consumers’ changing needs, download our ebook:

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Integrating Infinity and Xero for the best of both financial worlds

Keeping a watchful eye on profit and loss and cashflow data is key to running any successful retail business, but that information won’t do your operation much good unless it’s current, accurate and reliable.  

For years, many retailers have relied on Xero accounting software to give them the up-to-date view of their business they need, while some have also used the power of Infinity to manage inventory and point of sale transactions.

Now, you can get the best of both worlds through an integration between these two leading platforms.

The Infinity Xero Integration sends POS sales and other transactional data from Infinity to Xero, which then handles business accounting activities, seamlessly updating the financial information that’s the cornerstone of your business.

The result? An accurate daily picture of profit and loss plus tax in Xero based on selling activity within Infinity that lets you spend less time buried in spreadsheets and more time building relationships with your customers.


Key Benefits

  • Real-time financial insights with up-to-date reporting and tax position.
  • Improved cashflow and cost management through reconciliation and payment tracking.
  • Greater operational efficiency by syncing stock adjustments, transfers and receipts directly into Xero.
  • Enhanced accuracy and compliance with consistent data across POS and accounting.
  • Time savings that allow teams to focus on customer relationships and strategic growth.


How it works

A wide range of everyday transactions are handled, including cash sales, debtor sales and refunds, stock adjustments, stock transfers, stock receipts, supplier invoices, stock takes, till adjustments and bank reconciliations.

When it comes to debtor transactions, you can choose between two options, depending on which suits your business best. You can manage all debtor activity in Infinity and use Xero as a sub-ledger, so that transactions are sent as journals. Alternatively, you can opt to maintain debtor activity in Xero, so debtor sales and credits are sent from Infinity to Xero for processing. In this mode, Xero debtor payments that have been matched to an invoice are sent to Infinity. That way, debtors’ credit position in Infinity is kept accurate and reflects payments that have been received directly via Xero.

Updated transaction data is sent from Infinity to Xero, and vice versa, either automatically at a specified interval or manually whenever is convenient, giving you total control over the update process.


Granular view of complex transactions

The integration offers a granular level of posting for complex transactions, so you get fine-grained cost management that enables accurate profit and loss reporting.

So, for example, if you import inventory from offshore suppliers, you can pay them in their local currency. Any freight costs that have been added to supplier invoices and disbursed across the items can be posted as GRNI, to give you a more accurate view of the cost of goods sold.  

You also get granular control over how bank fees are posted, including card fees, making bank reconciliations faster and more accurate.

And when it comes to tracking revenue, you can make use of multiple revenue categories, including cash sales and trade sales. You can even track revenue based on payment type.


Suited to all environments

Its easy-to-use interface means the integration suits every type of retail business, from multi-branch chains to standalone stores.

It’s also straightforward to deploy and support, with enhanced logging and troubleshooting that lets you track errors and quickly address any issues.

What’s more, by integrating Infinity with Xero you get to leverage Xero’s ecosystem of business tools, allowing you to manage everything from payroll to sales and marketing contacts.

There’s never been a better time to integrate Infinity and Xero so you get the timely, granular, automatically updated accounting information you need.


Interested in using the Infinity Xero Integration to streamline and simplify your accounting processes? Get in touch. 


AI and the future of retail: A CTO’s view

Mike Baxter is Triquestra’s CTO.  Here he talks about how he sees the future of AI unfolding for retailers.


The surge in interest in AI, especially in the past year, has retailers asking how they can incorporate it into their businesses for maximum effect. And at a time when 65% of Asia Pacific CEOs anticipate that AI will significantly enhance their organisation’s efficiency, it makes sense to think clearly about how to implement AI tools in a way that enhances productivity, streamlines processes and adds to revenue growth.

AI has the potential to revolutionise the retail sector, including when it comes to customer-facing aspects such as personalisation, as well as the ‘under the bonnet’ tasks involved in inventory management, the bedrock of any retail business.

Global retailers like Zara and Amazon are already using AI to monitor inventory in real time, dynamically allocate stock based on local trends and predict demand for millions of its products in just seconds.

As someone who spends a lot of time thinking about technology and how to integrate it into the ways Triquestra and our customers do business, I’ve got some thoughts on how the future of AI might play out and how retailers can get ready to make the most of it.


The next next big thing

Ten years ago the term on everyone’s lips was ‘cloud’, and we were all asking how we could incorporate cloud technology into our business for best effect. Now that AI is the next next big thing, it’s worth pointing out a few important differences between these two leaps forward.

For one thing, AI is a simpler proposition. Whereas cloud implementation required significant IT infrastructure investment and configuration, AI is already integrated into many existing tools, and most people are familiar with the best-known ones, like ChatGPT. That alone makes AI more accessible and easier to understand compared to the initial stages of cloud adoption.

That doesn’t mean it’s all plain sailing, though. It’s important to recognise that AI comes with its own challenges and pitfalls that you need to keep in mind when integrating it into your business.

Start with being clear about what you’re trying to achieve. Learn from the mistake that some businesses made during cloud implementation when they were carried away by the hype instead of clearly defining their goals. Start with something small, solve it, learn from it and then repeat it.


Get the inputs right

When people talk about AI, they’re really talking about a few different things all working together. If we think about demand forecasting, there’s a layer of machine learning that trains models on inputs like algorithms and data and then produces predictions of future customer behaviour. AI enhances this process by automating the analysis and selection of the best algorithms and data.

But AI’s effectiveness relies on the quality of the data and the instructions it’s given. In other words, it can only offer quality analysis if it has quality information to work with. Proper data management and preparation are essential for achieving accurate and useful AI outputs.

As Triquestra’s CEO Greg Cantlon said recently, ‘The retailers who will win the AI race aren’t necessarily those jumping on every new AI trend — they’re the ones building strong foundations with systems that make their data easily accessible and actionable.’

It’s also vital to ask the right questions. High-quality, tailored prompts that give precise context will return more helpful, accurate results than vague queries that take a shot in the dark. Without quality prompts, language models will give different results even with the same data.   

Let’s say you’re a furniture retailer who wants to know about upcoming demand for outdoor furniture over summer. You’ve opened more urban stores in the past 12 months and warmer than expected temperatures and lower rainfall are expected. By using this data and targeting your prompts to querying sun umbrellas instead of all categories of outdoor furniture, you learn that increased sales in the range of 10% are likely and can plan accordingly.


Be willing to pay

Poor-quality prompts and data don’t just return variable results, they can also waste time and cost money, especially if you are paying to use an AI tool.

AI pricing models are based on tokens, where each token represents a chunk of data and the cost depends on the volume of data processed and the complexity of the prompts. Therefore, targeted prompting is a good way to optimise cost efficiency, whereas generic questions and bloated data sets can incur unwanted expense.

Still, it’s worth investing in paid tools, given that they offer better efficiency, especially when using targeted prompts. They also provide the benefit of enhanced data security and retention, whereas free tools can scoop up your data to train models for other users.

When it comes to choosing an AI tool, be willing to pay.


Prepare for rapid change

One of the standout aspects of AI technology is how rapidly it’s developing and changing. So, for example, language models are starting to specialise in different areas, such as writing software code, analysing customer sentiment, and personalisation. This specialisation could lead to more accurate and relevant outputs.

The key, though, will remain quality inputs. As AI advances, the need to interact with it in an intelligent, informed way will increase rather than decrease. That means developing people who understand your business and can interact with AI in a way that gets the best, most useful results.

Even at a time of rapid technological change, the human factor will be crucial to your success.

So will data quality and integrity. And that’s where Infinity comes in. As Greg said, ‘The question isn’t if your business will need to adapt, but how quickly you can do so when the time comes. The key is to choose systems built on robust APIs and data accessibility. Your point-of-sale system shouldn’t just handle today’s transactions — it should be your launchpad for tomorrow’s AI innovations.’


Want help to manage your data for best results?

If you’re looking for help to build a solid foundation for data accessibility, get in touch. We’d love to help you prepare for the future of retail.  

 
 

The inspiring future of retail: Insights from the Australian Retail Association Leaders Forum 2025

Recently, I had the opportunity to attend the Australian Retail Association (ARA) Leaders Forum 25 in the vibrant city of Sydney. The association is Australia’s oldest and largest national retail body. It represents a $430 billion sector that comprises more than 120,000 retail shop fronts and online stores and that employs more than 1.4 million people. The forum was part of its mission to inform, educate and unify the independent, national and international retail community.

This event gathered some of the brightest minds in retail to discuss the key issues and trends that are shaping the future. The iconic Sydney Opera House and Harbour Bridge served as backdrops to the forum, which was hosted at the International Convention Centre. The energy was electric, filled with the anticipation of fresh ideas and collaborative opportunities.


A wealth of knowledge

The keynote speakers provided the undoubted highlight. Each presenter brought unique expertise and perspectives, igniting lively discussions on a range of critical topics, from current economic challenges to AI, data mining and sustainability.

The forum kicked off with an engaging session called Retail’s Future Vision, which featured renowned economist Chris Richardson of Rich Insight speaking about the current economic landscape in Australia and its impact on the retail sector. His analysis of consumer behaviour and spending trends provided actionable insights for retailers looking to navigate the challenges posed by inflation, shifting consumer priorities and changing buying habits. In addressing Trump’s tariffs and the shift to the likes of Temu and Shein, Chris said, “competition is fierce and it will be fiercer.”

The transformative power of technology was the focus of an absorbing panel discussion titled Retail 2025: State of Play, well hosted by Vanessa Matthijssen, the Asia-Pacific Consumer Industry Lead at Deloitte. The conversation featured industry giants Scott Fyfe, CEO of David Jones; Richard Goodman, CEO of FoodCo Group; Agnieszka (Agi) Pfeiffer-Smith, Managing Director of Dan Murphy’s (Endeavour Group); and Tim Schaafsma, CEO of Coco Republic. Together, they explored the evolving retail landscape and shared insights on how businesses are adapting to changing consumer expectations in preparation for 2025.

Panel discussions delved into how AI and data mining can enhance the customer experience, optimise inventory management and drive sales. It was fascinating to learn about real-world applications, from personalised recommendations to predictive analytics that can help retailers forecast demand.

With sustainability becoming a key focus in retail, passionate expert Bronwyn Johnson, Senior Business Development Manager at Too Good To Go, shared that “40% of the food we produce goes to waste.” I had the good fortune to talk with Bronwyn and discuss the work she does with some of the major fuel and convenience brands in Australia that allow customers to use an app to buy food that would otherwise go to waste.

Panel insights shared how businesses can incorporate sustainable practices into their operations, from ethical sourcing to eco-friendly packaging, with the discussion underscoring the importance of aligning business strategies with consumer expectations for sustainability. The collective commitment from the industry to adopt greener practices was truly inspiring.

Beyond the speaker sessions, the forum provided ample opportunities to network with fellow retailers, industry experts and thought leaders. Engaging in conversations over coffee breaks and during breakout sessions allowed me to share experiences, challenges and solutions with like-minded individuals. It was a reminder of the power of collaboration in driving innovation and success in the retail space.


Leaving inspired

As I wrapped up my time in Sydney, I left the ARA Leaders Forum 25 feeling inspired and equipped with knowledge to take back to my colleagues at Triquestra and our customers. The insights gained from economists, AI experts, sustainability advocates and customer journey strategists highlighted the dynamic nature of retail and the necessity for adaptation and forward-thinking.

This event was not just a conference—it was a gathering of passionate individuals committed to improving the retail landscape. I am looking forward to applying what I learned and staying engaged with the discussions initiated during the forum, as we all strive to create a more innovative, sustainable and customer-centric retail environment.

Until next time, Sydney! Your vibrant spirit and the invaluable lessons from the ARA Leaders Forum 25 will be cherished.


A new view on retail process improvement

Danielle-Costello.png

I recently joined Triquestra as Account and Channel Manager after spending five years with a business process management software company.

Working with customers to simplify their operations and sustain a consistent improvement culture was my goal there. Now I’m looking forward to helping retailers support their processes, culture and innovation mindset with better systems.


In this increasingly connected world, it should be getting easier for teams to collaborate, share, and learn from each other, but the reality for many is quite the opposite. A growing problem is operation complexity – having a range of web, in-store and mobile channels, and the desire to reduce duplication and operating costs while increasing efficiency and accuracy. All this can actually make it harder for retailers to innovate and improve.

So how do you simplify operations and sustain a consistent improvement culture across different channel requirements whilst staying competitive?

It is not enough to run improvement initiatives and simply ‘hope’ that changes will be embraced and sustained. The right environment and structure is needed so that people are motivated to participate, and are personally invested in sustaining ongoing change and improvement.


3 reasons why Infinity will give you a process improvement edge

1: Simplify your operations with greater visibility

If you’ve had separate databases for your call centre, or your staff couldn’t see what customers were doing on your website, those frustrations can be a thing of the past with Infinity. 

Infinity connects your point of sale, inventory, order, and customer data in one centralised hub so that previous channel limitations or legacy system incompatibilities no longer get in the way.

By giving your team access to consistent information whether they work at head office, in-store or in your distribution centre, you’ll streamline processes, reduce errors and be able to deliver more seamless, accurate customer experiences across all channels.

2: Building that improvement culture

With the building blocks for a strong improvement culture in place, your teams will feel more empowered to collaborate on improvement efforts. Engaged teams armed with the right attitude and tools can do amazing things for your customers and your bottom line.

The Infinity unified commerce platform is very easy to learn. It eliminates pain points and silos for your staff so they get greater enjoyment out of working together and have more time to think about what will surprise and delight your customers. 

3: Continue to innovate quickly

Because Infinity is a mature platform, your teams can focus on delivering innovation because the core functionality they need already exists. Add the access you’ll have to Infinity’s open API environment, and your developers and third parties can act quickly to create and deploy new services, channels and devices with confidence. 


MORE ABOUT THE PLATFORM

Take a closer look at what Infinity can do to improve your retail operations:

New video series discusses technical aspects of APIs

Mike Baxter, head of Infinity product, shares his thoughts on using APIs for retail so you can get new products and services to market faster and improve customer experience. In this first video, Mike discusses the advantages of microservices for APIs and why this design pattern isn’t the only one to consider when you want to innovate quickly.



Five things to look for in a retail technology partner

If the beginning of the year means it’s time to re-evaluate your retail systems, start here.

No matter the scale of what you want to accomplish – boosting POS functionality, getting a single view of inventory, or starting your unified commerce journey to connect POS, inventory, fulfilment, order and customer data – you need a partner with the right people, processes and technology. A partner who understands retail’s demands and can give you the system that will improve customer happiness, staff satisfaction and your bottom line.

Here are important indicators of a good technology partner plus questions to ask

1

Maturity and market responsiveness

Look for a partner who’s been around retail for a while, with a sound platform, business model and proposition. They’ll need to understand your fast-paced, data-intensive environment where any significant level of downtime is unacceptable.

Their people will have the capability to help you plan and implement your projects so they suit you right now and into the future. When you choose a partner with a mature platform, they can focus on delivering innovation because the core functionality you need already exists.

2

Customer experience

Make sure your partner has a recent and proven success record for planning, implementing and managing complex, large-scale deployments across multiple stores, multiple formats and multiple geographies.

Do they have stable and well-tested strategies and technology or are they just adapting existing supply chain and fulfilment models? Ask if they’ve worked with related technology, systems and service providers. And how their capability integrates with eCommerce, payments, supply chain and finance software.

Request case studies or references and ask about the consultancy, customisation, deployment, training and support services they provide.

3

An agile and innovative mindset

You want a partner who’s got the people and processes to move fast, while cultivating an environment where innovation flourishes. They should use agile methodologies and have experience working with agile retailers.

Get evidence of their history of responsiveness and their ability to assess and quickly correct any unforeseen issues. Ask how they’ve managed things for a client when faced with unexpected changes, a competitor’s action or customer demands.

4

Broad product capability

Choose a partner that can give you a broad and holistic portfolio, perspective and experience. One that gives you all your core requirements out-of-the-box plus the ability to customise and easily add new functionality.

For the best customer experience, you need to intrinsically link inventory, fulfilment, orders, supply chain and planning. You don’t want to be tied to a point player that can only provide portions.

Your partner should let third parties connect to their technology via APIs and cultivate a community with those parties so you can give customers more shopping, payment and fulfilment options.

You also need to know that your partner has a strategic roadmap and investment committed for new capabilities.

5

Best of local, best of global

Look for a partner that’s an Australasian business, focused on our region’s potential to succeed. A local partner means you can have more influence on the product roadmap and enjoy direct engagement with people on the ground who are committed to your success (and not distracted by offshore business activity). And a mid-size partner is more likely to view you as an important customer of influence. It’s far better to be a big fish in a small pond (and not have to fight for attention as a small fish in a big pond would).


If you’d like a benchmark to rate your current or potential technology partner against, contact us. For more than 23 years, Infinity has been dedicated to the development, implementation and support of retail systems. We’re renowned for being both pioneering and reliable. You can count on us for consulting, platform implementation, integration, training and support that helps you get great results.

Accreditation first for Fiji’s new VAT Monitoring System

Accreditation first for Fiji’s new VAT Monitoring System

Every sales transaction made via a POS or invoicing system must go to an Electronic Fiscal Device (EFD) where the transaction data is captured and digitally verified. If the POS cannot verify the transaction via the device, the transaction cannot be completed.