Product planning guide
Business data readiness
Prepare clean, reviewable input for CodiVaroPOS.
Identify the records your CodiVaroPOS workflows require. Use the actual scope for Customer, Supplier, Inventory, Reporting to decide what information belongs in the initial dataset.
Define the dataset
Create a worksheet of field meanings, required values, owners and sample records. Resolve duplicate names, inconsistent labels and missing information before handover.
Agree on entry or migration
Confirm whether information will be entered manually, imported through a supported workflow or migrated as a separate service. Do not assume an import or synchronisation feature is included.
Validate representative records
Review a small sample first, check the resulting screens and reports where applicable, and obtain approval before preparing the complete dataset. Exclude unnecessary personal data.
