Who this is for
Owners and ops leads rolling out BizPlusX in the first week—before you invite the whole team.
Day one — foundation
- Create company profile, tax settings, and default payment terms
- Load a small test catalog (10–20 SKUs or services) so training matches real screens
- Confirm currency and receipt footer text with finance
Day two — people and practice
- Add two staff accounts with different roles (cashier vs supervisor)
- Run five practice sales and one refund on /pos or your station
- Verify stock or service lines update in /backoffice
Day three — money path
- Send a sample invoice to your own email
- Check totals, tax lines, and due date with your accountant
- Export one sales report and agree on a weekly review time
Before you call it live
If any step felt fuzzy, fix it on paper before adding more users. A calm pilot beats a heroic launch weekend.