Stage 2: System Configuration (mar 8, 2020 – jan 1, 0)
Description:
-Review All System Setup to-do's assigned to customer and ensure customer understands how to mark them as completed.
-Verify if Multilocation is required.
-Document customer's current Business Operations Workflow to use as a guide to start documenting their process and during the Training Stage
-Discuss customer's way of pricing. Are price lists needed? FOB Pricing?
-Discuss customer's invoicing needs (Temporary invoices, Accounting Invoices, Invoice Footer Disclaimer)
-Discuss Customer branding (Komet Banner and Company Logo for documents).
-Discuss Customer's Shipping Needs (EDI, 3rd Party Handlers, Custom Labels)
-Discuss Customer Hardware Needs (Remote Printing/Scanner)
Added to timeline:
Komet Sales Implementations Project Timeline
Time to be used for all Komet Sales implementation projects.
Date: