AC, fridge & appliance store go-live checklist
Tick each item before your first real customer.
Must have
Section titled “Must have”- Business name, currency, time zone and logo (Business settings).
- Each showroom and the warehouse as a location, with receipts per showroom (step 1).
- Modules switched on: Stock Transfers, Product Library, Repair, Services/Bookings or Shipping & delivery as needed.
- Roles and users for sales, cashier, delivery and technicians (User Management › Roles).
- Appliances imported or added, every product priced (step 2).
- Enable Product description, IMEI or Serial Number on every serialised product; Show sale description on the invoice layout (step 3).
- Warranties created, attached and printed (name, expiry date, description).
- Opening stock entered per location.
- Payment methods and accounts set (Payment methods).
- A test receipt printed with serial and warranty.
Installation and delivery
Section titled “Installation and delivery”- Installation and delivery service products, in their own category (step 4).
- How you book installations decided: on-site visits or Services appointments.
- Delivery persons set up; staff know how to fill shipping details.
Instalments
Section titled “Instalments”- Pay terms and credit limits on instalment customers (step 5).
- Staff know: down payment only at the sale, plan in the sell note, later payments with Add payment on the same invoice.
- Someone checks Payment by Age every week.
After-sales
Section titled “After-sales”- Electronics / home appliance repair category added; visit charge product set (step 6).
Frequently asked questions
Which items are must-haves before opening?
Locations, product prices, opening stock, serial number switches, warranties on the invoice, payment methods and a tested receipt. Installation booking, Shipping & delivery and the online store can follow later.
How do I test an instalment sale safely?
Make a small sale to a test customer with a down payment, add one payment, check the ledger, then return the sale.