Warehouse Management System Implementation Checklist
Use this checklist to review readiness, track implementation tasks, and confirm go-live preparedness for a warehouse management system.
Warehouse & Project Basics
Warehouse / Site Name
*
Project Name or Implementation ID
*
Primary Contact Name
*
First Name
Middle Name
Last Name
Primary Contact Role
*
Primary Contact Email
*
example@example.com
Target Go-Live Date
 -
Month
 -
Day
Year
Date
Current Project Phase / Status
*
Initiation
Planning
Configuration
Testing
Training
Cutover Preparation
Go-Live Ready
Live
On Hold
Other
Scope, Processes & Functional Readiness
Warehouse functions in scope
*
Receiving
Putaway
Inventory control
Picking
Packing
Shipping
Cycle counting
Returns
Replenishment
Other
Current workflows documented
*
Yes
No
Partially
Not applicable
SOPs documented and approved
*
Yes
No
Partially
Not applicable
Exception handling documented and approved
*
Yes
No
Partially
Not applicable
Scope gaps or process notes
Additional readiness comments
System Configuration & Integration Readiness
System configuration complete?
*
Yes
No
Partially
Configured areas
*
Master data setup
User roles and permissions
Locations, zones, and bin structure
Item and UOM settings
Barcode and label formats
Automation rules
Other
Master data setup status
*
Complete
In progress
Not started
Blocked
User roles and permissions status
*
Complete
In progress
Not started
Blocked
Warehouse structure status
*
Complete
In progress
Not started
Blocked
Barcode and label format status
Complete
In progress
Not started
Not applicable
Integration readiness areas
*
ERP
Order management
Transportation
Accounting
Hardware devices
API or interface connections
Other
Dependencies, blockers, or open issues
Data Migration & Cutover Preparation
Data to migrate
*
Item master
Inventory balances
Locations
Open orders
Suppliers
Customers
Historical records
Other
Migration source
*
Validation status
*
Please Select
Not started
In progress
Completed
Blocked
N/A
Reconciliation status
*
Please Select
Not started
In progress
Completed
Blocked
N/A
Cutover plan readiness comments
Rollback plan / issues
Planned cutover date and time
*
 -
Month
 -
Day
Year
Date
Hour Minutes
AM
PM
AM/PM Option
Hardware, Devices & Site Infrastructure
Barcode Scanner Quantity
*
Barcode Scanner Status
*
Please Select
Not Started
In Progress
Ready
Blocked
Other
Printer Quantity
Wi-Fi / Network Coverage Status
*
Please Select
Not Assessed
Partial Coverage
Fully Covered
Needs Improvement
Other
Required Hardware & Infrastructure Items Installed
*
Scanners
Printers
Label Printers
Workstations
Mobile Devices
Wi-Fi Access Points
Material Handling Equipment
Automation Equipment
Other
Device and Network Test Result
*
Passed
Passed with Issues
Failed
Not Yet Tested
Other
Issues Requiring Action
Testing, Training & Go-Live Approval
Testing activities completed
*
UAT
Process validation
Error handling validation
End-to-end workflow testing
Regression testing
Other
Test results summary
*
Training completed
*
Users
Supervisors
Administrators
Training materials ready
Trainer sign-off complete
Other
Training gaps or follow-up actions
Go-live checklist items completed
*
Cutover steps confirmed
Access verified
Support contacts shared
Rollback plan reviewed
Monitoring in place
Other
Open risks and issues log
Owner for open items
First Name
Middle Name
Last Name
Final approval to proceed
*
Proceed
Proceed with conditions
Delay go-live
Submit Checklist
Should be Empty: