This document outlines the path for onboarding a retailcloud merchant. It is a step by step guide for successfully implementing a merchant and championing them to use the retailcloud systems.
50 Seconds video on Implementation
50 Seconds video on Implementation
Use this as a guide to help you with your retailcloud implementation. This guide breaks down the implementation into each step and what is necessary to cover with merchants for a successful boarding process
Overview with the merchant to discuss and set up some of the key components, create the account, and gather files and information while the hardware is being shipped.
Detailed plan on how you can enter the data using various tools. This will be the item/product file, customer list, and employees.
Detailed session from plugging in the hardware, running test transactions to make sure that peripherals work and getting the staff comfortable with the POS & backend functions.
Steps to go live and start ringing up sales
Now that sales are flowing, it's a good time to review reports and features. More questions often arise as the merchant starts using the solutions.