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Step 4: Solution Plan
Must read: Data Migration
Read First: ASIC and presets
Transaction Migration Primer
Migrate transactions
Migrate from Quickbooks
Step 5: Launch Sequence
Customer references?
Common Actions
Company
Organizer
Expenses/Timesheets
Sales Forecasting
Sales
Purchasing
Inventory Forecasting
Products/Services
Banking
Accounting
WMS: Warehouse Mgmt.
WMS Setup
Third-party logistics (3PL)?
Shipping
Reports
Setup
Shopping Carts b2c
TAP - Trade Acceleration Portal
Customization
Volume Automation
EDI
REST API
Schema Documents
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Must read: Data Migration
Data Migration is done in two steps:
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Read First: ASIC and presets
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