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

1. Create Customer 
   1. Managing Customers 
   2. Clone Settings and Transaction Charges? (Yes/No) Cloning Customers
2. Configure Items with Import Item Template
   1. Creating and Importing Items
   2. Download the Item Import Template
3. Create Customer User Login (optional)
   1. Add New Users

2. Configure Customer Billing

1. Add Customer to Billing Manager - if using Billing Manager.
2. Configure Per-Transaction Billing – If not already provisioned by Cloning
3. Configure Recurring Storage Billing – Required step. Does not Clone.
   1. Billing Wizard - Transactional and Storage Setups

3. Integrations Management (e-comm only)

1. Add Customer (Merchant) to Integration Management – Once for each customer.
   1. Adding Merchants to Integration Management 
2. Add Customer Carts to Integration Management – One or more carts for each customer. (Shopify, Amazon, etc.)
   1. Adding Carts (order sources) to Integration Management

4. Small Parcel Settings (e-comm only)

1. Carrier Connection
   1. Connecting Carriers to Small Parcel
2. Configure General Settings (each customer every time)
   1. Configure Small Parcel Settings

5. Inventory Upload

1. Prepare Inventory for transfer.
   1. Data Extraction
      1. Extract inventory data from previous system
      2. Use the Receipt Import Template (with or without MUs)
         1. Import Templates Page 
      3. Set Receipt Import Preferences
         1. Importing Receipts Help Article
      4. Upload Template to Extensiv
      5. Print MU Labels
         1. Generating Receipt Documents