Onboarding Checklist

Last updated 3 months ago

Checklist for New Accounts

download PDF below:
Checklist for New Accounts_PDF.pdf 227.62 KB
Below is a list of tasks or functions that are vital to successfully launch with Zentail. Please make sure you understand everything below. If you have any concerns or questions, do not hesitate to contact us via the in-app chat feature or at support@zentail.com

Inventory Management

              ☐Warehouse(s) – Are all of your warehouses in Zentail? Contact us if you need more added

              ☐Inventory Method / Integration

☐Updating inventory levels – Will you use our Inventory view? Imports into Zentail? An inventory integration?

Catalog Set Up– What is the best source of data for your Catalog?

              ☐Upload your Amazon CLRs into Zentail

              ☐Import data from an outside source (Build a custom template)

☐Merge SKUs (contact us if you have FBA & MF SKUs for the same ASIN on Amazon)

☐ Catalog Management

          Creating new SKUs in Zentail – Will you take advantage of EasyList?

☐Pricing – Will you use our Repricer? Will you use channel price overrides?

Understanding SMART Types – What they are and how to use them

Order Management

☐Fulfillment Method / Integration – Make sure you know how you will fulfill orders for all your marketplaces

How to route an order

 

In order to gain the most value out of our software, we recommend spending some time in the Onboarding Video Tutorials and Best Practices section of our knowledge base