Setup Checklist
Use this checklist when setting up a new branch, counter, or shop for SmartBill POS.
Business setup
Confirm that your business information is correct:
- business name
- contact number
- address
- receipt details
- account owner or admin access
Product and stock setup
Before billing starts, make sure:
- your main products are added
- selling prices are correct
- categories are clear
- opening stock quantities are entered
- important barcodes scan properly
Team and device setup
Check the following before staff begin using the system:
- each staff member has the correct login
- printer setup is complete
- barcode scanner is tested if your shop uses one
- the main device has a stable internet connection
Final test
Before the first business day, do one full test:
- create a sale
- confirm the total
- complete payment
- print the receipt
- check that the sale appears in reports
After launch
Review the first day closely and fix any product, stock, or printing issue as early as possible.