Hardware store go-live checklist
Work through this list before your first real sale. Each line links to the step where it is explained.
Business and locations
Section titled “Business and locations”- Each store, yard and warehouse is a business location with its own invoice scheme (step 1).
- Enable Sub Units, Enable Brands and Enable Warranty are ticked; Enable Sales Order if you take special orders.
- Tax rates are set and the right tax is on each product (tax rates).
- Receipt printer and label printer print correctly (devices and printers).
Catalog
Section titled “Catalog”- Base units and sub-units exist; length units allow decimals (step 2).
- Products are imported with categories, brands and the correct base unit (step 3).
- Box-only items have only the box in Related Sub Units.
- Opening stock is entered per location, in the base unit.
- Labels are printed for the top sellers.
Customers and prices
Section titled “Customers and prices”- Selling price groups (Contractor, Pro Volume…) have prices (step 4).
- Customer groups are linked to the price groups.
- Every house account has a customer group, pay term and credit limit.
Buying
Section titled “Buying”- Suppliers are added with their pay terms (step 6).
- Alert quantities are set on fast movers.
People
Section titled “People”- Each staff member has their own user, role and allowed locations (users and roles). Roles are edited in User Management › Roles.
- Cashiers know how to switch units, sell on Credit Sale and make a quotation.
- A test day is done: open register, sale, credit sale, quote, return, close register.
Frequently asked questions
How do I test without spoiling my reports?
Make a few test sales, a quote and a credit sale on a test customer, then return them. Or do your tests before you enter opening stock and delete the test records.
What is the most common go-live mistake in hardware?
Opening stock entered in boxes instead of the base unit. 20 boxes of 100 screws must be entered as 2,000 pieces.
Do I need barcodes on every item before going live?
No. Cashiers can search by name or SKU. Print labels for fast movers first and the rest over the following weeks.
Who should get the owner login?
Only the owner. Give managers and cashiers their own users with roles that match their job.