Go-Live Checklist: Data, Access, Printing, Counts and Cutover Day

The universal pre-launch checklist: data readiness, accounts and permissions, printing and devices, inventory counts, and cutover-day steps.

Check every item below before cutover day, whatever your business model. It is split into four parts: data, access, printing and devices, then counts and the cutover-day sequence.

Data readiness#

1. Import master data: locations (bulk import), products, vendors, customers and merchants. Spot-check code uniqueness — location codes must be unique per organization and warehouse.
2. Opening inventory: enter it with the inventory import, or run one full count (full scope, up to 5000 lines) and approve + post the variances.
3. Reconcile: the inventory balance in Docklify must match the old system and a physical spot count before you switch over.

Accounts and permissions#

• Permissions have three dimensions: app access × feature permissions × data scope. Menus render dynamically by permission — users only see what they can use.
• Current phase is lenient by design (login + organization membership grants access; fine-grained permissions are configured later). Before go-live, confirm every employee is bound to the correct organization and profile.
• Confirm special permission points separately: inventory adjustment (wms.inventory_adjust) and wave release (wms.dispatch.create).

Printing and devices#

• Pallet labels: confirm LPN barcodes print correctly from desktop. Print at least one test pallet end to end.
• Location and product barcodes: print and post location codes, then test-scan every area with both the mobile app and handheld scanners.
• Network: the warehouse needs Wi-Fi coverage in receiving and picking areas — the mobile apps are online-only.

Counts and cutover-day steps#

1. The day before: after the old system stops operating, run a cycle or full count. Approve the variances, then post them — the location locks release automatically.
2. Cutover morning: confirm no unfinished count tasks are locking locations; verify opening inventory one more time.
3. Dry run: walk one complete order through the system — receive → pick → ship (or purchase → receive → ship) — and confirm the documents and inventory ledger look right.
4. Go live: set the old system to read-only and hand operations to Docklify. Reconcile the inventory balance daily for the first week.