Launch Checklist Before First Sale
Use this checklist before taking the first live order so checkout, receipts, reporting, and billing start cleanly.
Account Setup
- Business profile is complete.
- Owner and manager users can sign in.
- Staff roles match what each employee should be allowed to do.
- Subscription and billing status are active.
Catalog Setup
- Categories are organized for the POS screen.
- Products have correct names, prices, tax setup, and availability.
- Add-ons and modifiers are attached only to relevant products.
- Product images are compressed and display correctly.
Store Setup
- Printers and cash drawers are tested.
- Payment methods match what the store accepts.
- A test order has been created, paid, printed, and refunded or voided if needed.
- Opening shift and closing shift steps are understood by staff.