Where we're up to - Harmony POS (First Choice replacement)

Done

• All First Choice data copied into our own private database: 126 suppliers, 3,564 purchase orders, 100 open invoices, 1,138 furniture records, 1,710 customers, 427 weddings (339 with chasuna dates).
• All main screens rebuilt to look like First Choice: Home, Weddings, Customers, Items, Purchase Orders, Receiving, New Wedding, Jeweler.
• Wedding screen shows Chosson / Kallah / Shared together on one page, like First Choice.
• The workflow now runs on the real wedding accounts: add items to a wedding, stage supplier orders, create a purchase order, see it in Receiving against that wedding.
• Outgoing email set up and verified (truck.mutzutov.org).
• QuickBooks connected to the test company (sandbox).

In progress

• Your review of the system - click through and tell us what to change.
• QuickBooks connection to the real company - waiting on the email links.
• Full data export from First Choice - request sent to FC support, waiting for their reply.

Next

• Changes you ask for from your review.
• Final First Choice export before the switch (around Nov 26).
• The switch itself - First Choice stays running in parallel until you say go.
• Staff notes go out only after you approve the wording.
• Later, if you want: connect the catalog with the Harmony showroom site.