KEEN SYSTEMS - POS and ERP synchronization: what to test before going live
Preparation checklist - 2 November 2026
https://keensystems.online/guides/pos-erp-sync-checklist

A reliable POS and ERP integration lets you trace a sale from the counter to its payment, inventory and central reports. Test a normal upload, an interrupted request, a repeated retry, a return and an offline reconnection, then verify that each business event has the intended effect once.

[ ] 1. Agree the authoritative system for items and prices.

[ ] 2. Trace a completed invoice to its central record.

[ ] 3. Compare line quantities, units, discounts and payments.

[ ] 4. Interrupt a request before confirmation.

[ ] 5. Retry the same transaction and check for duplication.

[ ] 6. Inspect a failed queue item and its resolution process.

[ ] 7. Test a partial return after the original sale is accepted.

[ ] 8. Check a mixed payment and later customer-credit collection.

[ ] 9. Test each agreed offline function and its limits.

[ ] 10. Reconcile queued records after reconnecting.

[ ] 11. Compare branch totals using the same report definitions.

[ ] 12. Record who owns exceptions and manual corrections.

Notes and questions:


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Use this as a discussion aid; agree project-specific acceptance criteria.