1. Organize your information
Review catalogs, codes, variants, prices, warehouses and opening balances. Identify duplicates and decide who validates data before import. Import availability depends on format and project.
2. Map your actual operation
Document how you sell, receive goods, return products, dispatch orders and close checkouts. List the equipment and integrations that must continue to work.
3. Test before switching
Agree on a pilot, owners, training and acceptance criteria. Test common cases and exceptions. Define the switch-over time, data backup and required support.