The Kickoff Call


Tips for a productive Kick Off Call

  • Review this boarding guide
  • Assign someone to manage your onboarding
  • Prepare your item list and customer list
  • Be specific about key features and modules that are important to you
  • Tell us about any challenges you currently have that you want us to address 

If you haven't already, you should create your account, some things to remember are to select a company code that is easy to remember and a user name and password that is familiar and secure. Avoid using generic terms lime admin, manager, owner, boss, etc.

Once you have created your account, and if you are using one of the premium implementations, you should schedule your Kick Off Call.  List any important notes you have from the demo or from reviewing our knowledge base

Here is an outline of some of the topics that you will be discussing with the Implementation Project Manager (IPM) at the Kick-off call.

Verifying your company settings

When your account was created the tax rate and time zone you selected will be what is used for your account. We start by confirming the sales tax rate that you set, as well as the company name and address. This address will also be used for the header information that prints on the receipt. You can go to the portal at any time and modify the header information.

Creating your item file

Your item file will need to be in a CSV format, be careful with leading zeros when you send the file. If you have a digital file from your current system and you can export it that will expedite the process. If you do not have an item file you can create one by scanning the products in your store using mInventory.

Other things to consider are how your starting inventory will be loaded into the system. This can be part of the same item import or after all your items have been added into the system you can do this using the Inventory Count feature in mInventory.

If you are manually adding your items, you can give us your department, category1, and category2 (subcategory) listing as well as any vendor and attributes and we can upload those into the system. The file will have to be in a CSV or excel format.

If you have any specific requirements like EBT departments, bottle deposits, serialized product,  price, or weight embedded barcodes the file would also have to identify those products as well.

Creating your users

If you have a digital list of your users, we can upload it into the system for you; at a minimum, you would need to send the employee name, email address, user name, default password, and role. We can also show you how to enter the user information in the portal on the POS or on your phone using nGauge. 

Creating your customer list

If you have a customer list we can load it into the system. We will need a CSV file in a specific format. Customers can also be added into groups and be imported as well, tell us how you would like your customers organized and we can do that for you.

Creating your discounts and promos

Tell us about the discounts and promotions you plan on using, we support a wide array of discounts but we recommend you keep promotions and discounts simple and easy for your cashiers to explain. Create a CSV file with your discounts and we will load them, or we can show you how to enter them manually during the CAS training.

Creating a Loyalty Program

If you currently have a loyalty program we will need an import file on your customers and their points; if you don't and are planning on offering it, tell us how you would like your program set up; the two most common ways are points based on spending or points based on units purchased (punch card).

This is a summary of our 50 point checklist that we go through on the kickoff call. It takes about an hour; use the tips for a product call to help speed it along for you.

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