First-week rollout checklist
A practical sequence for taking a Stoneware company from setup to controlled live use.
Exact buttons and available actions can vary with company plan, role permissions and enabled capabilities. Stoneware workflow rules and server-side checks remain authoritative.
Day 1 — foundation
Confirm company identity, regional settings, GST/tax, users, roles, warehouses and locations.
Day 2 — master data
Review materials, variants, suppliers and opening inventory structure. Avoid duplicate material masters.
Day 3 — sales rehearsal
Run Account → Opportunity → Quote with representative slabs/remnants, delivery or collection and an official PDF.
Day 4 — operations rehearsal
Run reservation → allocation → pick → dispatch/collection, plus one transfer and one stocktake scenario.
Day 5 — controls
Review permissions, system health, email delivery, document output, backup evidence and operational exception handling before broader rollout.