Go Live Checklist for PIPO/PICO
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
- Create Customer
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Managing CustomersÂ
ii. Clone Settings and Transaction Charges? (Yes/No) Cloning Customers
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Managing CustomersÂ
- 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
b. Configure Recurring Storage Billing – Required step. Does not Clone.Â
3.    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