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Close 1.0 to new orders and open 2.0, on one date. Expect a short day if the previous seven steps are done, and a long one if they are not.

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Set the date

Pick a date in your quietest trading period. Set the staff training date and the readiness check date before it, and move all three together if the date moves. A switch date that slips while the training date does not means staff trained on something they then wait a month to use.

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Readiness check

Run this about two weeks out, not the day before. Its entire value is that there is still time to fix what it finds, and a no-go at that distance is a normal and cheap outcome. Have one named person sign off, on a date, against every line below. Signed off by ____________ on ____________
  • Every case in step 5 passed, unaided.
  • Staff are trained.
  • Settings are configured.
  • Payments are connected, and a live-mode transaction is proven.
  • Catalog and inventory reconcile against 1.0.
  • The rollback condition is written down, and everyone knows who decides.

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On the switch date

Close every intake channel at once. A channel left open in 1.0 allocates stock that 2.0 has potentially already sold. Confirm each channel is closed before you open 2.0, rather than in parallel with it.
  1. Close 1.0 to new orders. Every channel at once: website, booking widget, phone workflow, and the counter. Finalise existing orders in 1.0 from here on, and take every new one in 2.0.
  2. Open 2.0. Store address live, links updated, payments in live mode.
  3. Place a real transaction yourself and check the order, the payment, and the confirmation email. Do not wait for a customer to find the first problem.
  4. Tell every person who can take an order that new orders go into 2.0 only.

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Done when

  • Every 1.0 intake channel is confirmed closed.
  • 2.0 is open, on its live address, with payments in live mode.
  • You have placed a real transaction and verified the order, the payment and the confirmation.
  • Everyone who can take an order knows where orders go now.

Test your processes

The cases the readiness check confirms.

Where a listing sells

Which channels a listing is available in.

Run both systems until 1.0 is finished

What happens the day after.