Checklist

POS & Integrations Implementation Checklist

A practical, step-by-step interactive checklist to plan, validate, test, and sign off POS integrations (kitchen printers, online ordering channels, inventory sync, payments, reporting). Capture verification results, notes, and sign-offs so go-live is predictable and recoverable.

Interactive Tool

POS & Integrations Implementation Checklist

This interactive checklist helps technical and operational teams coordinate a reliable POS integration go-live. Use it to document decisions, verify data mappings, run and record tests, confirm monitoring, and capture final sign-off. Save this record for audits and post-go-live reviews.

Give this integration a clear name (e.g., Main POS -> Inventory Service).
Which site(s) or logical location does this apply to? (single site or multi-location rollout)
Person accountable for coordination and go-live (name and contact).
Planned date (or window) for cutover.
Select completed planning tasks.
Have field mappings been documented and peer-reviewed (menu IDs, modifiers, prices, timestamps, order IDs)?
Summarize any deliberate mappings, transformations, or known gaps.
Confirm each essential field is mapped, formatted, and tested.
How many end-to-end test orders were run? Include successful and failed attempts.
Describe representative test scenarios performed (dine-in, takeout, delivery, modifier combos) and any failures.
Do modifiers translate correctly to the kitchen and to inventory/costing?
Describe edge cases, ordering of modifier application, and how they affect pricing and prep.
Choose the approach for keeping menus and prices in sync.
Do prices and portions match across POS, online channels, and inventory costing?
Does sales activity decrement inventory correctly? Are purchase receipts and returns reconciled?
Known issues, mapping of inventory SKUs, lot/expiration handling, and sync frequency.
End-to-end payment flow tested and matching accounting records?
Are cardholder data flows and responsibilities documented and compliant with policies?
Orders hit the correct printers/stations and display in the expected workflow.
Printer names, IPs, unexpected truncation, or formatting issues.
Select the channels exercised during testing.
Is there a documented process for reconciling orders, payments, tips, fees, and commissions?
How often will reconciliations run?
Who performs reconciliations, escalation steps, and common exception categories.
Is there a tested plan to return to the prior state if go-live fails?
List actionable rollback steps and conditions that trigger rollback.
Are health checks, error logs, and alerting configured for critical flows (orders failing, inventory mismatches, payment errors)?
Which systems send alerts, escalation path, and on-call contacts.
Short-term support window, on-call rota, and who can patch urgent fixes.
Rate overall readiness risk from 1 (low) to 5 (high).
1.0 10.0
Person authorizing go-live after checks complete.
Date of approval.
Reference to saved logs, screenshots, test order IDs, or links to evidence stored elsewhere.
Anything else stakeholders should know.
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