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Onboarding Check List Step by Step

The onboarding process can be organise in 4 steps: Create Admin Users,  Upload Products, Company/Customers, System Configuration. Keep is simple and the best way to learn is by using the software.

Step 1: Create Admin Users

Go to System > Admin Users and create the admin users with their respective roles and permissions.

Step 2: Product/Menus upload:

2.1. Create the categories by going to Catalogue > Categories.

2.2. Create Kitchen Departments by going to System > Settings > Departments.

2.3. Create the Tax rates by going to System > Settings > Tax tab.
This video explains how to setup the tax rates.

2.4. Upload all the simple products by using the bulk csv add for products. Try to input as much information as possible as per product csv instructions. The more information is bulk uploaded, the less data entry after. You can do that by going to Product List > Bulk Add.

2.5. Create the Attributes (variations of the same product like Small, Medium, Large) if you would like to use this feature. This video explains how to set up attributes, set by step.

2.6. Associate the attributes with its respective product (linked to 2.5 above).

2.7. Create the Pack and Combo products if any. This video explains Combo products.

Step 3 – Company and Customer upload:

3.1. Upload companies by going to Customers > Companies.

3.2 Create the customer groups. Customer groups allow you to group customers for price tiering and dedicated menu.

3.3. Upload customers: you can use the bulk csv import for that. Allocate the correct customer group in Customer List > Bulk Add.

Step 4: System Configuration:

4.1. Create all the Locations by going to System > Locations.

4.2. Configure Minimum Order Quantity and Cut off times by going to System > Settings > Orders.

4.3. Configure delivery fees and postcodes by going to System > Delivery.

4.4. Configure payment options by going to System > Payment.

You are set up and ready to go 🙂

We recommend testing the website front end by placing some orders. Also, test the overall admin by placing some orders and issuing some reports.