Tech store go-live checklist
Tick each item before your first real customer. Links go to the step that explains it.
Must have
Section titled “Must have”- Business name, currency, time zone and logo set (Business settings).
- One location per branch, each with its invoice scheme and receipt layout (step 1).
- Repair module and Product Library switched on in Settings › Business Settings › Modules (if your plan includes them).
- Roles for owner, front desk, technician and cashier; users created (Users and roles).
- Phones, laptops and accessories imported or added (step 2).
- Every product has a selling price (no 0 prices left from the import).
- Storage and colour variants correct, each with its barcode (step 3).
- Enable Product description, IMEI or Serial Number on every serialised product.
- Warranties created and attached; Show sale description and warranty options ticked on the invoice layout.
- Opening stock entered per location (step 4).
- Payment methods and payment accounts set (Payment methods).
- Receipt printer tested (Devices and printers).
- A test sale printed with the IMEI and warranty, then returned.
Repair desk
Section titled “Repair desk”- Device categories added and fields checked (step 6).
- Statuses, colours and notification templates checked.
- Terms and conditions text, label size and deposit rule set.
- Labour products and service products for surcharges and visit charges.
- Public status page on or off as you prefer.
- A test job sheet booked in, estimated, converted to an invoice and delivered (step 7).
Credit
Section titled “Credit”- Pay term and credit limit set on credit customers (step 8).
- Staff know how to take a down payment and add later payments.
Nice to have
Section titled “Nice to have”- Accessory combos and discounts (step 5).
- Order options forms for trade-ins and new phone setup.
- SmartPOS Business app installed for technicians (Business app).
- Online store, widgets and Shopper app (Online store).
Frequently asked questions
Can I test a sale before going live?
Yes. Make a test sale, check the receipt shows the IMEI and warranty, then return or delete it. Do the same with a test job sheet and convert it to an invoice.
What is the most common setup mistake?
Imported products still priced at 0. Check prices with Products › List Products before the first sale.
Do I need to finish every item before opening?
No. Locations, prices, stock, the IMEI switch and the register are must-haves. The online store, Shopper app and order options can come later.