This article outlines the steps that customers need to prepare a customer account before transferring inventory to 3PL Warehouse Management. This checklist is for Pallet In, Pallet Out / Pallet In, Carton Out (PIPO/PICO).

1. Customer Configuration

1. Create Customer
   1. Managing Customers 
      ii. Clone Settings and Transaction Charges? (Yes/No) Cloning Customers
2. Configure Items with Import Item Template
   1. Creating and Importing Items  
      ii. Download 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 Setup

3. 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