# Odoo POS Go-Live Checklist

Prepare each store location for Odoo Point of Sale launch — hardware, payments, inventory, and staff readiness.

---

## 1. Store & POS Configuration

- [ ] POS configuration created per store or terminal group
- [ ] Pricelist and fiscal position assigned correctly
- [ ] Receipt header, footer, and logo configured
- [ ] Product categories and favorites set for cashier efficiency
- [ ] Discount, refund, and return policies configured per company policy
- [ ] Loyalty or promotion programs activated if in scope
- [ ] Multi-store access and user permissions validated

## 2. Hardware Setup

- [ ] POS terminal or tablet meets minimum specifications
- [ ] Receipt printer connected and test receipt printed
- [ ] Barcode scanner paired and tested with sample products
- [ ] Cash drawer opens on payment completion
- [ ] Customer display configured if used
- [ ] Scale integration tested for weighted products (if applicable)
- [ ] Backup terminal or offline contingency device identified

## 3. Payment Methods

- [ ] Cash payment method configured and opening balance set
- [ ] Card terminal integrated and test transaction completed
- [ ] Alternative payment methods configured (gift card, store credit, etc.)
- [ ] Tip handling configured if applicable
- [ ] Payment reconciliation process documented for end-of-day
- [ ] Refund to original payment method tested

## 4. Fiscal & Compliance

- [ ] Tax rates and fiscal positions validated for store jurisdiction
- [ ] Fiscal printer or certified device configured if required by law
- [ ] Invoice generation from POS tested for B2B customers
- [ ] Sequential receipt numbering verified
- [ ] Required legal text appears on printed and digital receipts

## 5. Inventory & Pricing Sync

- [ ] POS stock location linked to correct warehouse
- [ ] Real-time or scheduled inventory sync validated
- [ ] Price updates from backend reflect on POS within expected interval
- [ ] Out-of-stock products handled per policy (hide, warn, allow negative)
- [ ] Inter-store transfer process tested for stock replenishment

## 6. Offline Operations

- [ ] Offline mode tested with network disconnected
- [ ] Offline sales sync correctly when connection restored
- [ ] Conflict resolution process documented for sync errors
- [ ] Maximum offline duration policy communicated to staff
- [ ] Session data backup behavior understood by store manager

## 7. Session Management

- [ ] Opening session procedure documented
- [ ] Closing session and cash count procedure documented
- [ ] End-of-day report reviewed by store manager
- [ ] Difference threshold and escalation process defined
- [ ] Multi-cashier session handoff tested if applicable

## 8. Staff Training

- [ ] Cashiers trained on standard sale workflow
- [ ] Returns, exchanges, and void procedures practiced
- [ ] Product lookup and barcode scanning practiced
- [ ] Offline mode steps rehearsed
- [ ] Manager trained on session close and reporting
- [ ] Quick-reference guide posted at each terminal

## 9. Go-Live Day

- [ ] Opening balances entered for each payment method
- [ ] Test sale and refund completed on production POS
- [ ] Support contact list distributed to store staff
- [ ] IT on standby for first 4 hours of operation
- [ ] End-of-day reconciliation completed and signed off

---

**Store rollout tracker**

| Store | Config complete | Hardware tested | Training done | Go-live date |
|-------|-----------------|-----------------|---------------|--------------|
|       | [ ]             | [ ]             | [ ]           |              |
|       | [ ]             | [ ]             | [ ]           |              |