Onboarding Roadmap

This is an onboarding roadmap resource that is meant to act as a guide throughout the onboarding process, keeping you on track and accountable. Please keep in mind that every workflow is different, and each company will prioritize certain parts. This is a general workflow, not a one-sized-fits-all approach.

The Data Input

• Connect Integrations
• Facility Setup
• Import Products
• Configure Kit & Bundle Products
• Import Supplier Catalog
• Import Average Cost
• Configure Product Lookups

Learn Finale

• Overview of Product Detail Screen
• Define Purchase Order Workflow
• How to Perform Stock Take
• How to Perform Stock Change
• How to Perform Stock Transfer
• Define Sales Order Workflow
• Configure Reorder Points

Go Live

• Import Initial Stock Levels
• Pull Sales From Marketplace(s)
• Push Stock Levels to Marketplace(s)