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Migration & Setup

The hardest part of adopting a system is not choosing it — it is starting: old data in notebooks and Excel, a team that is not used to it, and the temptation to switch on every feature on day one. This category guides that critical phase — what to prepare before moving, a realistic setup order, data standards that save thousands of lookups later, and the common mistakes that make shops give up in week two. The principle: starting small on the right path beats starting big on the wrong one.

Clean and back up before a large change; verify the result before the shop starts operating.

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