Settings
Implementation Workflows
Implementation workflow templates for activation, hardware delivery, training, access removal, and onboarding.
Activate software module
Enable purchased software modules and confirm access.
Within 2 business days
Implementation Consultant
Audit module enablement and customer confirmation.
Activate Accounting module
Enable accounting module access and confirm ERP availability.
Activate Stock module
Enable stock module access and retail store readiness.
Enable CRM email module
Enable CRM campaign module for approved customer users.
Deliver POS hardware
Deliver and install POS hardware with asset tracking.
By agreed delivery date
Hardware Operations
Audit delivery, installation, and asset notes.
Deliver POS machine
Deliver customer POS hardware.
Install POS machine
Install and confirm POS hardware.
Confirm hardware delivery
Confirm hardware delivery or removal status.
Schedule training
Schedule and deliver training sessions.
Within 5 business days
Training Coordinator
Audit attendance and consumed sessions.
Schedule training session
Schedule customer training session.
Deliver training
Deliver scheduled training and mark sessions consumed.
Remove cancelled module access
Remove service access after cancellation approval/effective date.
On cancellation effective date
Billing Operations
Audit customer confirmation and access removal.
Remove Accounting module access
Remove cancelled software module access manually.
Confirm access removal
Confirm cancelled service access is removed.
Confirm cancellation with customer
Confirm the cancellation outcome with the customer.
Onboard new ERP customer
Coordinate module activation, training, and final handover.
Within onboarding project window
Implementation Manager
Audit every customer-facing completion point.
Activate Accounting module
Enable accounting module access and confirm ERP availability.
Activate Stock module
Enable stock module access and retail store readiness.
Schedule training session
Schedule customer training session.
Confirm onboarding complete
Confirm onboarding checklist is complete.
Send customer handover email
Send customer handover email after implementation completion.