Checklist

POS & Integrations Readiness Checklist

Interactive readiness checklist to plan, test, and approve integrations between POS and inventory, payroll, online ordering, and other systems. Includes pre-integration audit items, field mapping, test plan, rollback criteria, sample data verification, and a vendor capability evaluation.

Interactive Tool

POS & Integrations Readiness Checklist

This interactive checklist helps teams confirm readiness before integrating POS with inventory, payroll, online ordering, or other systems. Complete each item, link supporting documents, record test results, and capture a final go/no-go decision. Resolve any 'No' or 'Unknown' answers before cutover.

Instructions: Work through each section, provide links or short notes where requested, run the test cases in your staging/sandbox environment, then save the checklist. The form stores your responses so managers and implementers can review progress and audit decisions.

Confirm SKU codes, units of measure, par levels, storage locations, and supplier links are accurate.
Verify recipes, portion sizes, modifiers, and ingredient lists match both POS and inventory systems.
Ensure prices, taxes, fees, and modifier behavior are standardized and documented.
Confirm employee IDs, roles, timecodes and payroll mappings are current.
Document which system is the source of truth for products, recipes, pricing, employees, and locations.
Map key fields (e.g., POS SKU -> Inventory SKU, POS modifier -> ingredient) and store a sample mapping file.
Paste a URL or file path to the canonical field mapping spreadsheet or document.
Provide a few sample rows showing how fields map across systems for verification (e.g., POS_item_id -> Inventory_sku -> Unit).
Test scenarios should cover normal transactions, voids, refunds, modifiers, discounts, returns, and offline behavior. Include expected outcomes.
Enter how many distinct test cases are included in the plan. Aim for representative coverage across busy/slow periods.
Record outcomes, defects, severity, and remediation steps for executed tests. Link bug tickets if available.
Load representative sample transactions and inventory snapshots to verify flows through all systems.
Include 5–10 representative transactions or describe the scenarios used for testing (e.g., large party with modifiers, split checks, refunds).
Specify clear thresholds (e.g., X% transaction failures, inventory variance limits), who can authorize rollback, and time windows.
List precise rollback commands, data restoration steps, and the people responsible (name, role, phone/email).
Ensure stakeholders, support staff, and customer-facing notices are planned and confirmed.
Define KPIs to monitor (inventory variance, order failures, sync lag, API errors) and set alert recipients and thresholds.
Select vendor capabilities that are available or required. Use notes below to record gaps or custom work required.
Summarize vendor strengths, gaps, required custom work, estimated effort, and negotiation points.
Verify encryption, data retention, PII handling, and any regulatory requirements (PCI, local laws).
Confirm backups exist for critical data and that restore procedures have been tested.
Provide post-go-live runbooks for common issues and train affected staff and managers.
Set a review date to assess integration stability, KPIs, and lessons learned (e.g., 7 and 30 days).
Rate how ready the integration is based on the checklist. Use 3 as 'conditional' - requires fixes before go-live.'
Choose the recommended decision based on checklist findings.
Person responsible for completing and approving this checklist.
Date when checklist was last updated.
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