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 Web Pro Pack Implementation Check List

1)

Customers Related Issues
How will existing customers access the store? How to introduce site to current customers?
Can new users sign up? What fields on are on the registration page?
Add new customers to accounting system? What are the default/calculate values for all fields?
2) Customer Password Management
Can customers change their passwords?  
Can customers request e-mail of lost password?
Will customers have multiple logins?
3) Staff Password Management
Will staff members log in to place orders? Will accounting system password be used?
Can staff enter orders for any customer? If not, what customers are staff limited to?
How will staff look up customers? ID, Co. Name, Phone?
4) Item Management
Are item descriptions clean, complete, and current? Are just the items for sale on the web current?
Are item shipped from multiple locations? Allow multiple ship-from locations on same order?
Tell users if items are out of stock? Allow orders for out of stock items?
Show users item quantities on-hand? Show projected values?
Show recommended items to add to order? Show on item detail or after buy button pressed?
Allow memo entry?
Show item pictures?
Are items categorized by product line or class?  
 

Drop down list to group items?

Items group by size or other variations?

 
   
5) Pricing
Will on-line customers see retail price?
 

Show sale price items based on Pro Series "Sale Price?"

Show sales price based on Pro Series "Web Price?"

 
Will on-line customers receive any discounting? How are discounts calculated?
Are prices accurate in accounting system?
Will coupons be redeemable on-line?
6) Payment Terms
Will customer order on account?
Will customers pay with credit cards? What cards are accepted?
Do you have a merchant account? Does your bank support Authorize.Net?
Will you accept orders from international customers?
7) Order
What do you want to show on check-out screen? What default fields are to be filled out in Sales Order?
Allow order comment?
Allow selection of ship-to from accounting system list?
Allow entry of ship-to?
Shipping methods? What are the "SHIP" line items used in Pro Series?
Show recommended items to add to order?
Will sales tax be collected? What states? Do you use "Tax Districts?"

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