Checklists by industry and common mistakes
You will be able to: Use a configuration checklist for trading, retail, distribution and services clients; Recognise and prevent the most common configuration mistakes; Close configuration with a review before UAT.
- Read not done yet
- Self-check: not taken not done yet
- Lesson complete not done yet
Every industry has a few settings that decide success. Use these checklists as prompts in the blueprint review, not as a replacement for discovery.
| Industry | Must be configured | Watch for |
|---|---|---|
| Trading | Price lists; payment terms and credit limits; Document Workflow profile; customer LPO and TRN controls; bank accounts and PDC handling; aged receivables review | Items on the wrong VAT code; invoices without delivery notes |
| Retail and POS | POS Behaviour (cash drawer, receipt printing, quick-cash notes, customer on sale); receipt printer in Printers; cashier users with POS PIN; shift, Z report and day close routine; barcodes (EAN) on items; label printing | Printer models not tested; cashiers sharing a login; negative stock policy |
| Distribution and Field Sales | Territories; salesperson users; Field Sales warehouse code for each van; price list per customer; credit limits; commission schemes if used; delivery notes | Reps who forget to Send now; devices lost without revoking the session |
| Services | Service items (type SERVICE, no stock); Job or Project Center if profit by job is wanted; receipt and credit rules; recurring billing handled by procedure | Using stock items for services; no owner for unbilled work |
Field Sales has its own rules: the office reserves a block of invoice numbers for each salesperson, the printed number is kept even if the office refuses the document, and an administrator can Revoke a lost device from Field Sales Sessions, which takes back unused numbers.
Ten common mistakes
- Changing base currency after documents exist.
- Forgetting to add next year's fiscal year.
- Importing items before groups, units or tax codes.
- Creating a ledger for each customer instead of using parties.
- Making everyone an Administrator.
- Leaving Negative Stock on Warn when the client wanted a hard stop.
- Tightening Document Workflow without telling users.
- Not testing printers and paper before go-live.
- Skipping the restore test of the first backup.
- Not recording settings, so the next person guesses.
Practise in the demo
- Choose your industry and list the ten settings you would check before UAT.
- Open Settings, then POS Behaviour and Printers in the demo and read what can be set.
- Open https://demo.zeyto.app/demo-app/ and sign in with the demo login. This is a public demo with sample data, so nothing you do there affects a real business.
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- Industry checklists prompt the settings that matter most.
- Many failures are repeat mistakes: currency, years, order of loading, roles, printers and backups.
- Review the configuration workbook with the client before UAT.
Check yourself
3 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.
1. Which is a common configuration mistake?
2. Which TWO belong on the go-live checklist of a three-till retail client?
Select all that apply.