# AC, fridge & appliance store go-live checklist

> Check every setting an appliance showroom needs before the first sale, from locations and serials to installation, delivery and instalments.

Source: https://docs.smartposhub.com/business-types/appliances/checklist/  
Last updated: 2026-10-30  
Product: SmartPOS Hub (https://smartposhub.com)

Tick each item before your first real customer.

## Must have

- [ ] Business name, currency, time zone and logo ([Business settings](https://docs.smartposhub.com/start/business-settings/)).
- [ ] Each showroom and the warehouse as a location, with receipts per showroom ([step 1](https://docs.smartposhub.com/business-types/appliances/step-1-showrooms-and-warehouses/)).
- [ ] Modules switched on: Stock Transfers, Product Library, Repair, Services/Bookings or Shipping & delivery as needed.
- [ ] Roles and users for sales, cashier, delivery and technicians (**User Management › Roles**).
- [ ] Appliances imported or added, **every product priced** ([step 2](https://docs.smartposhub.com/business-types/appliances/step-2-import-appliances-and-brands/)).
- [ ] **Enable Product description, IMEI or Serial Number** on every serialised product; **Show sale description** on the invoice layout ([step 3](https://docs.smartposhub.com/business-types/appliances/step-3-serial-numbers-and-warranties/)).
- [ ] Warranties created, attached and printed (name, expiry date, description).
- [ ] Opening stock entered per location.
- [ ] Payment methods and accounts set ([Payment methods](https://docs.smartposhub.com/selling/payment-methods/)).
- [ ] A test receipt printed with serial and warranty.

## Installation and delivery

- [ ] Installation and delivery service products, in their own category ([step 4](https://docs.smartposhub.com/business-types/appliances/step-4-installation-and-delivery/)).
- [ ] How you book installations decided: on-site visits or Services appointments.
- [ ] Delivery persons set up; staff know how to fill shipping details.

## Instalments

- [ ] Pay terms and credit limits on instalment customers ([step 5](https://docs.smartposhub.com/business-types/appliances/step-5-sell-on-instalments/)).
- [ ] Staff know: down payment only at the sale, plan in the sell note, later payments with **Add payment** on the same invoice.
- [ ] Someone checks **Payment by Age** every week.

## After-sales

- [ ] **Electronics / home appliance** repair category added; visit charge product set ([step 6](https://docs.smartposhub.com/business-types/appliances/step-6-after-sales-service/)).

  - [General go-live checklist](https://docs.smartposhub.com/start/go-live-checklist/)
  - [Contact support](https://smartposhub.com/contact/)

## Frequently asked questions

### Which items are must-haves before opening?

Locations, product prices, opening stock, serial number switches, warranties on the invoice, payment methods and a tested receipt. Installation booking, Shipping & delivery and the online store can follow later.

### How do I test an instalment sale safely?

Make a small sale to a test customer with a down payment, add one payment, check the ledger, then return the sale.