Typical Timeline

Phase

Time

What’s Covered

1

30 min.

Discovery Phase:  During this phase we discuss how you run your business, and how you want to use the Order Manager, so we can optimize the program for your needs.

• Do you drop-ship everything, carry everything in inventory or a combination? 
• How many employees will be using the Order Manager and what are their roles in your daily operations?
• What are the current processes of your website and internal operations?  Are you satisfied with those processes, or do you want to streamline them with the Order Manager?

2

1 hour

Program Setup:  We will connect to your PC remotely to physically configure the software to your needs as determined in the Discovery Phase.  Typically we will hang up the phone for this phase, but ask that you pay attention to your PC so you can watch as we work.  Quick questions will be answered with a live chat feature.  See our checklist of what you need to have ready before the session starts.

3

30 min.

Data Importing:  If you have Product and/or Customer data in an existing system that you would like to import into the Order Manager, we can do that for you during this optional phase. If not required, we can spend the additional time on any of the other phases.  In addition, we can only do so much within the allowed time: if your data is not in a usable form then this phase may require custom programming or additional time not included in the Express Setup Service.

4

1 hour

Training:  The last hour of the session will be spent on the telephone for a live training session.  During this phase we will remain connected to your PC remotely so we can show you how the program works and guide you through the flow established for your business.  This is your opportunity to ask any questions you have about your daily operations and the Order Manager.  Turn off your phones, have your employees gather 'round, and take notes - this is the good stuff!

Session Preparation Checklist

□

Have a thorough understanding of your current operations and order fulfillment process.

□

Have the URL’s, user names and passwords for your shopping cart.  If applicable, install any modules or scripts that came with the Order Manager for communication with your shopping cart .

□

Credit Card Processing Information:

• Authorize.Net:  Have your user name and password.
• Verisign:  Install the PayFlow Pro SDK, have your user name, password, vendor name and partner name.
• SkipJack: Have your serial number .
• USA ePay:  Have your "Key".
• Echo, Inc:  Have your ID and PIN.

□

Shipping Software:

• UPS: Install WorldShip 5.0
• FedEx:  Install QuickShip, Café, or ShipManager
• Dazzle:  Install Endicia/Dazzle
• All Others:  Have your shipping software ready to go!

□

Networking:  If you plan to install the Order Manager on a Local Area Network for multiple users, know the path to the server and the user name and password needed for access.

□

Email:  Know the name of your SMTP server, and the user name and password if required, as well as any special “quirks” about it, such as an alternate SMTP port.  If not using the Order Manager's built-in e-mail system, have your favorite e-mail client installed and configured (Outlook, Outlook Express, etc.)

□

Sales Tax:  Have the tax rates for your state ready.  CA and NY businesses: it’s confusing, we know, but have a few rates so we can at least get you on track!

□

Data Importing:  Have all data prepared and accessible before the session starts.

□

Supplier Information: If you plan to drop-ship or create purchase orders from within the Order Manager, have at least one supplier's contact information available.