# Wholesale and distribution go-live checklist

> Check depots, carton units, price lists, credit accounts, sales orders, delivery staff and opening balances before your distribution business goes live.

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

## Setup

- [ ] Main warehouse and depots are locations with their own invoice schemes ([step 1](https://docs.smartposhub.com/business-types/wholesale/step-1-warehouses-and-locations/)).
- [ ] **Enable Sub Units**, **Enable Sales Order**, lot and expiry settings are on as needed.
- [ ] A4 invoice layout looks right with your tax details.

## Products and prices

- [ ] Carton and bale units exist; products have the right **Related Sub Units** ([step 2](https://docs.smartposhub.com/business-types/wholesale/step-2-cartons-units-and-price-groups/)).
- [ ] Price groups have prices; customer groups are linked.
- [ ] Opening stock is entered per location, in pieces.

## Customers and suppliers

- [ ] Every account has a customer group, pay term, credit limit and opening balance ([step 3](https://docs.smartposhub.com/business-types/wholesale/step-3-credit-customers-limits-and-terms/)).
- [ ] Suppliers have pay terms and opening balances.

## Selling and delivery

- [ ] Reps are set up as Sales Commission Agents if you pay commission ([step 4](https://docs.smartposhub.com/business-types/wholesale/step-4-sales-orders-and-invoices/)).
- [ ] Drivers are users you can choose as **Delivery Person** ([step 5](https://docs.smartposhub.com/business-types/wholesale/step-5-delivery-and-shipping/)).
- [ ] A test run is done: sales order, invoice from the order, shipping status to Delivered, payment, transfer to a depot ([step 6](https://docs.smartposhub.com/business-types/wholesale/step-6-supplier-purchases-and-stock/)).

  - [Wholesale overview](https://docs.smartposhub.com/business-types/wholesale/overview/)
  - [General go-live checklist](https://docs.smartposhub.com/start/go-live-checklist/)

## Frequently asked questions

### How do I bring in what customers already owe me?

Enter it as the Opening Balance on each customer, or import customers with their opening balance using Customers › Import Contacts.

### What is the most common go-live mistake?

Opening stock entered in cartons instead of pieces, or in the wrong depot. Check Reports › Stock Report by location before the first sale.

### Do I need sales orders from day one?

No. Many distributors start invoicing directly and add sales orders later.

### Should reps have the owner login?

No. Give each rep their own user with only selling and customer permissions, edited in User Management › Roles.