Preparing for Setup

Prior to your scheduled rollout, one of the Implementation Coordinators will be contacting you to gather information and learn about your needs. To help prepare for that contact, please begin to think about the following topics and pull together data to ensure a swift setup:

• Ordering contacts - Names and information of all individuals who will be ordering online, including locations they can order for.
• Ordering procedures and requirements - Any rules we should factor into the ordering process.
• Delivery locations and needs - detailed information about locations we will be delivering to and how deliveries should be made at each location, i.e. inside delivery, dock delivery, etc..
• Billing requirements - How you would like to receive invoices, including method, frequency and any special coding you require on orders.
• Training - Any special needs you might have for training users for online ordering.

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