GO LIVE REQUIREMENTS

One Month Prior to Launch

• Overall review of the entire system
• How to do the basics:
  • Changing Tax Rates
  • Creating Departments
  • Creating Categories
  • Creating and Importing Products
  • Adding Customers, Contacts and Vendors
  • Running Reports
• Review of the transaction process:
  • Quote
  • Work Order
  • Purchase Order
  • Sales Order
  • Invoice
  • Rentals

Three Weeks Prior to Launch

• User Types must be finalized if they haven’t been already. This requires management review of access to the system by each role.

Two Weeks Prior to Launch

• Training with management
• All procedures and processes

In the Week Prior to Launch

• Final training and procedure run through with all staff
• Includes frontline staff
• Each training session will last 1 to 1.5 hours.

One Day Prior to Launch

• Any final upload of inventory.
  • Inventory Onhands will be updated using the Import tool found in Settings. In order to update onhands using this tool, you need the following information:
  • Item #, SKU, and actual onhands.
  • Inventory is set per location. If inventory is split between multiple locations, your customer service agent and your main contact will perform multiple imports.
• Final upload of customers.
• Final review of the system day start and day end procedures.
• All transactions will be completed deleted from the system.
  • Customer and Inventory lists will not be affected.
• Any final upload of historical financial information.
  • A/R on customer accounts.