Migration: Migrating and buying answers

Status labels: Built in the repository (checked files or developer tooling, not an app feature) Designed in a document, no code yet Planned: listed in the catalog, not built Not decided Not in the catalog yet (a gap) No claim made

Where does “From a paper notebook” fit in Simca, especially around handwriting?

Planned C0232

Many small shops begin with a notebook for sales, fiado and stock. The first step is a short product list and opening balances. Plan for: handwriting; unknown balances; staff habits. In the catalog it is a plan and nothing is built.

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Where does “From a spreadsheet” fit in Simca, thinking about duplicate codes?

Planned C0233

Spreadsheets often hold the product list and customers. Clean them before import. Plan for: duplicate codes; decimal commas; merged cells. In the catalog it is a plan and nothing is built.

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Why does “From another POS” matter for a small business, with a focus on history not exportable?

Planned C0234

Most systems export CSV. Map products, customers, balances and open credit. Plan for: history not exportable; tax settings; barcodes. In the catalog it is a plan and nothing is built.

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How risky is “Opening stock” to get wrong, with a focus on counting while trading?

Planned C0235

Counting stock once and entering quantities with cost. Plan for: counting while trading; unknown cost; expiry data. In the catalog it is a plan and nothing is built.

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Which edge cases come up around “Opening balances”, considering disputed amounts?

Planned C0236

Customer credit, supplier payables and cash on the day of switch. Plan for: disputed amounts; partial payments; rounding. In the catalog it is a plan and nothing is built.

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How risky is “Product catalog import” to get wrong, considering missing barcodes?

Planned C0237

Names, codes, prices, categories, tax class. Plan for: missing barcodes; inconsistent names; photos. In the catalog it is a plan and nothing is built.

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How risky is “Customer import” to get wrong, with a focus on duplicates?

Planned C0238

Names, contacts and balances, respecting consent. Plan for: duplicates; missing consent; wrong numbers. In the catalog it is a plan and nothing is built.

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Is “Parallel run” supported today, in particular regarding double work?

Planned C0239

Running old and new systems side by side for a short time to compare totals. Plan for: double work; different rounding; staff confusion. In the catalog it is a plan and nothing is built.

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What should I plan for with “Cutover day”, in particular regarding open tabs?

Planned C0240

Choosing a quiet day, freezing the old system and starting fresh. Plan for: open tabs; pending orders; rollback. In the catalog it is a plan and nothing is built.

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How does Simca approach “Staff training”, with a focus on turnover?

Planned C0241

Short role-based training. Plan for: turnover; language; practice mode. In the catalog it is a plan and nothing is built.

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How does Simca approach “Taking your data out”, with a focus on large files?

Planned C0242

Export everything in open formats so leaving is as easy as joining. Plan for: large files; attachments; format documentation. In the catalog it is a plan and nothing is built.

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How risky is “Reusing existing hardware” to get wrong, thinking about driver gaps?

Planned C0243

Printers, drawers and scanners already owned. Plan for: driver gaps; old windows; cable types. In the catalog it is a plan and nothing is built.

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Is “Tax setup during migration” supported today, especially around document numbering continuity?

Planned C0244

Reconstructing tax categories and numbering. Verify with an accountant. Plan for: document numbering continuity; cancelled documents; past period corrections. In the catalog it is a plan and nothing is built.

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What should owners check about “Multi-store migration”, especially around shared catalog?

Planned C0245

Moving stores one by one. Plan for: shared catalog; transfers in transit; roles. In the catalog it is a plan and nothing is built.

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