Go Live Checklist for E-comm
This article outlines the steps customers need to prepare a customer account before transferring inventory to 3PL Warehouse Management. This checklist is for small package shipping with Small Parcel Suite and shopping cart connections with Integration Management Application (E-comm).
1. Customer Configuration
- Create CustomerÂ
- Managing CustomersÂ
- Clone Settings and Transaction Charges? (Yes/No) Cloning Customers
- Configure Items with Import Item Template
- Create Customer User Login (optional)
2. Configure Customer Billing
- Configure Per-Transaction Billing – If not already provisioned by Cloning
- Configure Recurring Storage Billing – Required step. Does not Clone.
3. Integrations Management (e-comm only)
- Add Customer (Merchant) to IM – Once for each customer.
- Add Customer Carts to IM – One or more carts for each customer. (Shopify, Amazon, etc.)
4. Small Parcel Settings (e-comm only)
- Carrier Connection
- Configure General Settings (each customer every time)
5. Inventory Upload
- Prepare Inventory for transfer.
- Data Extraction
- Extract inventory data from previous system
- Use the Receipt Import Template (with or without MUs)
- Set Receipt Import Preferences
- Upload Template to Extensiv
- Print MU Labels
- Data Extraction