Implementation Checklist

What to organise before configuration and onboarding begin, so launch day is calm.

Before setup

• Signed proposal or confirmed quotation received
• Project contact person chosen
• Business name, address, logo and invoice footer text ready
• Branch list and user list (with roles) ready

Data preparation

• Item / product / room / vehicle list cleaned and without duplicates
• Customer and supplier lists cleaned
• Opening balances agreed for customers and suppliers
• Physical stock count completed and recorded

Configuration

• Invoice and receipt layout approved
• Permissions and roles reviewed
• Printers and devices tested
• Backup arrangement confirmed

Training and launch

• Staff trained on daily entries
• Managers trained on reports and approvals
• A short parallel-run period agreed, with an end date
• Go-live date confirmed and old registers frozen from that date

After launch

• First-week review with support
• Questions and change requests logged
• First month-end reports checked against expectations
• Refresher training scheduled if needed