17. End-to-end operating checklist

Use this checklist for the first complete buying cycle or for training a new operator.

• Open ShelfOps from the correct Shopify Admin store.
• Verify trial or subscription access on Plan.
• Complete Sync and compare variant and location totals.
• Import the current supplier CSV template.
• Resolve rejected, missing, or ambiguous mappings.
• Generate Reorder suggestions for one location and supplier.
• Review reason codes, cost, MOQ, pack size, and inbound stock.
• Enter justified manual quantities where needed.
• Create exactly one draft PO and confirm it appears once.
• Export the PO and send it through the normal supplier channel.
• Select the receiving location before activity begins.
• Classify accepted, damaged, rejected, and missing units.
• Review the immutable receipt preview.
• Keep dry-run, or confirm the exact live operation only when all gates pass.
• Generate labels for newly accepted units when needed.
• Create and approve a supplier bill after matching the receipt and invoice.
• Record external payments without expecting ShelfOps to move money.
• Run a small cycle count and explicitly record zeros.
• Review transfer, stocktake, and receiving settings independently.
• Inspect Audit and export the operational ledger.
• Record any timeout or uncertain result before attempting recovery.

Completion standard: Shopify data is current; supplier mappings are verified; the PO, receipt, labels, bill, and audit record agree; and any inventory change can be traced to an exact confirmed operation.