Onboarding training webinar 4 Understanding the data review documentation and the data review process

Aim:

To explain the data that will be imported and the documentation that exists to help you review your data, to understand what date needs to be cleaned up and why it is so important that you have clean data before you go live with your Readysell system.

Content:

Readsell lite data import:

• Office Brands catalogue products
• Office Brands suppliers
• Optional imports from your old system: your customers, your suppliers and your products.
• You don't get that much imported, so you should not need so spend that much time reviewing the data imported.

Readysell imports:

• Most master file data and transaction history from your old system, except general ledger and cash book figures (which are imported by journal or manual balances)
• You get almost everything imported, so there is a lot of checking to do.

Stage 1 Initial Data Conversion Customer Sign Off Checklist

Initial review of contacts

Initial Review Of Addresses

Readysell Lite sites:

• You may wish to use Readysell Lite's financials. If you are still going to use your old financials package. You need to think about how you are going to extract data from Readysell for financials, if you are still using a seperate financials package you need to read Procedure for running financials from a separate software package.
• You need to plan how you are going to transition your debtors and creditors to Readysell lite, see: Transitioning debtors and creditors to Readysell Lite . 

Additional reading

Readysell overview training guide

Creating a new contract

Entering and processing a sale order

Entering and processing a Service Order without Call Activities

Entering and processing a manual purchase order

Creating a new machine

Integrating Readysell cards with Salesforce CRM and automated Marketing

• Exporting data to suit Readysell Lite

What's Next?

Start cleaning up your data. Make notes about any questions you have in preperation for the next session.