Guides

System cutover and migration

How to prepare a POS cutover: prepare checklist, parallel-run rules, and rollback triggers—without a zero-downtime promise, per deployment config and contract.

What this cutover guide covers

This guide gives store managers a frame for replacing POS and inventory: prepare, parallel run, rollback. It is not an installer-package page and not an “available to download” claim; concrete install steps are per deployment config and contract.

1. Prepare — checklist

  1. Write down which data sets move (items, prices, stock, needed receipt history) and which stay archived.
  2. Name the store owner, HQ owner, and on-site support window.
  3. Align hardware and network prerequisites with the supplier—this page does not list models.
  4. Define “ready for parallel day” criteria (e.g., item match, trial totals) before you pick a date.
  5. Procurement / obtain path: use the neutral “how to obtain” CTA; do not expect a public package URL on this page.

2. Parallel run — rules

  1. Decide how many days old and new systems run in parallel, and which traffic lanes use which system.
  2. At the end of each parallel day, compare sales and stock totals; do not advance to the next day on unresolved variance.
  3. Staff record only on the assigned system; write the dual-entry rule down.
  4. Do not promise zero downtime; parallel days reduce risk—they do not erase it.

3. Rollback — triggers and steps

  1. Pre-write rollback triggers (e.g., daily variance above threshold, a critical receipt type missing, counter trade cannot be recorded).
  2. When a trigger fires, stop new-system traffic lanes and return to the old system per the written plan.
  3. After rollback, log which lines went to “pending” and who reconciles them.
  4. Only retire the old system after parallel days close without unresolved variance—the calendar date is not a slogan.

What to avoid

Avoid “package already downloadable,” hardware-certification, and “guaranteed zero downtime” claims. Capability scope belongs on features; daily tasks on the operations guide; selection questions on the selection guide.