Prepare a new store for launch

Set up master data and opening balances before verifying end-to-end workflows and training staff. Keep practice separate from live trading.

Applies to：Back Office / Enhanced Edition

Steps

Agree the company, warehouses, roles and opening date. Set up company details, suppliers, customers, settlement accounts and products.
Check barcodes, units and prices, and sample-check imports. Enter existing stock through an opening-stock document; a reference purchase price is not an opening quantity.
Reconcile opening receivables, payables and account balances. Do not re-enter historical transactions already included in those balances.
In a practice company, complete receiving, delivery, payment and reporting. POS stores also test cash sales, returns, shifts and printing.
After the responsible manager approves opening balances and permissions, take a backup and record the start date before live trading.

Check the result

Opening product, stock, counterparty and cash records have a documented basis, and staff can complete their normal tasks.

Notes and troubleshooting

Country invoicing, payment terminals and physical equipment require their own acceptance checks; a cash-sale demonstration does not establish them.