Mart & grocery go-live checklist for SmartPOS Hub
Work through this list before your first trading day.
- Every shop and the warehouse is a business location with the right address and receipt layout (step 1).
- Stock accounting method, sub units, expiry and lot numbers set in Business Settings.
- POS, Purchases, Stock Transfers and Stock Adjustment are on in Settings › Business Settings › Modules.
- Tax rates checked with your accountant.
Products
Section titled “Products”- Mart catalog departments imported from the Product Library (step 2).
- Categories, brands and pack units imported for your own products (step 3).
- Every product has a selling price (Prices and discounts).
- Opening stock entered per location (Opening stock).
- Alert quantities set on fast movers.
- Loose items use kilograms; scale barcode settings match your scale (step 4).
- Shelf labels printed for items without a barcode.
Checkout
Section titled “Checkout”- Scanner tested at every till; camera scanning tested on phones and tablets (step 5).
- Cash denominations set; payment methods and wallets added (Payment methods).
- Receipt printer tested (Devices and printers).
- Cashiers have their own logins and know Hold, Resume, returns and the close register routine.
- “Link barcodes to products” permission given only to trusted staff.
Credit and suppliers
Section titled “Credit and suppliers”- Khata customers added with phone numbers and credit limits (step 6).
- Old khata balances entered as opening balances on each customer.
- Suppliers added with pay terms; outstanding supplier balances entered (step 7).
- A test stock transfer from the warehouse to a shop completed (step 8).
- Managers have installed SmartPOS Business from Google Play for stock counts (Install and sign in).
Customers and online (optional)
Section titled “Customers and online (optional)”- Store visible in the SmartPOS Shopper app, Scan & Go decided, Store QR poster printed (step 9).
- Online store or widgets live and a test order placed.
First day
Section titled “First day”- Test sales returned, test register closed.
- Registers opened with starting cash.
- Closing routine agreed (Daily operations).
Frequently asked questions
What is the minimum to start selling?
One location, your products with prices and barcodes, an open cash register and a working scanner. Shopper app, online store and stock counts can follow.
Should opening stock be entered before going live?
Yes. Without opening stock, low-stock alerts, stock reports and profit are wrong. Import it from Excel per location.
What should I test before opening?
Scan ten random products, sell with cash, card and a wallet, do one credit sale with part payment, one return and one register close.
Where do I get help?
Read Troubleshooting first, then contact support at smartposhub.com/contact.