Confirm your access, the enabled capabilities and the relevant plan or provider requirements. Use a test environment for tasks that could change live records.
Map locations and responsibilities#
List the places that hold stock and who may receive, move or correct it. Establish consistent product and variant identifiers before introducing automation.
Define the availability rule#
Clarify the difference between physical stock, reservations and what a channel can sell. Record which system owns the quantity when an external system participates.
Test representative changes#
Inspect a receipt, a sale, a stock issue and a transfer in your environment. Confirm the resulting item and location records rather than checking only a dashboard total.
Reconcile a physical count#
Compare actual goods with records. Investigate missing movements or duplicate actions before making an authorised correction with a reason.
Plan integration recovery#
Agree what happens when an update fails or arrives twice. Define reconciliation frequency and the operator responsible for unresolved differences.
The normal journey and the relevant exception paths have been checked, ownership is clear and the result can be inspected by your team.