Florist go-live checklist
Shop setup
Section titled “Shop setup”- Location, receipt details and tax rates for flowers, gifts and delivery (step 1).
- Enable Sub Units, Enable Product Expiry (with On Product Expiry) and Enable Lot number switched on.
- Modules on: Manufacturing, Order options & personalisation, Bookings, Website (as needed).
- Flowers & gifts categories imported; trade price groups created.
- Staff logins for designers and drivers with the right roles.
Products and freshness
Section titled “Products and freshness”- Units Stem, Bunch of 10, Bunch of 25 (step 2).
- Flowers with Stem unit, related sub-units, alert quantities and prices; no product at price 0.
- Opening stock entered with lot and expiry.
- Arrangements as combos or recipes, with vases and wrapping included (step 3).
- Waste reasons set; closing wastage routine agreed (step 4).
Orders and events
Section titled “Orders and events”- Flower delivery, Order for collection and Event flowers forms imported, slots and prices set, attached (step 5).
- Delivery charge product added.
- Bookings hours and online booking link set (step 6).
Online
Section titled “Online”- Website store info, payments, delivery areas and pickup (step 7).
- Bouquets and plants online with photos; loose stems hidden if counter-only.
- A test online delivery order placed and processed.
- Drivers and designers have the SmartPOS Business app from Google Play.
- Someone owns the morning expiry check and the closing wastage (daily operations).
Frequently asked questions
What should I test before the first customer?
Sell a stem and a bunch, sell a ready-made bouquet after completing its production batch, take a delivery order with a card message, and record a wastage adjustment.
Can I start without Manufacturing?
Yes. Use combo products for arrangements and add Manufacturing later when you make bouquets in batches.
Do I need the online store on day one?
No. Start at the counter and by phone; add online orders before your first big holiday.
What if delivery doesn't show online?
Add at least one active delivery area with a price in Website › Shipping.