Understanding ManageMore Onboarding Package Plans

ManageMore Business Software is an ERP solution that offers several comprehensive business applications that work together as one system to automate your entire operation. The process of switching to an automation software that ties physical departments together (i.e. sales, customer service, warehouse management, route and delivery, ecommerce, mobile outside reps, accounting, etc.) is referred to as an onboarding process. The onboard process entails two key elements: Training and Database Conversion.

Intellisoft offers two different onboarding packages when you subscribe to the ManageMore system. Choosing the right onboarding package from the beginning can make a big difference on how smoothly your operation will run when you go live with our ERP system.

For a 5-user software license, our Basic Onboarding Package plan should be sufficient with a basic training and database conversion offering. For a 10-user software license or above we typically require the Complete Onboard Package due to the extra training time required for larger staff and more comprehensive database conversion requirements.

OPTIONAL: Intellisoft also offers a 1 day expert onsite package (not a substitute for the basic or complete onboarding package.) This provides your organization a hands-on approach with a ManageMore expert at your facility for a full day (8 hours). Use this service for additional training, ManageMore oversight, and additional consultation on how to best utilize ManageMore for all of your departments. Please call our sales team at 305-471-5111 for more information regarding our 1 day expert onsite service.

ManageMore BASIC Onboarding Package Plan

The Basic Onboarding Package provides a scheduled 2-hour online training course which will go over the basics of the application. If needed, you can customize certain aspects of this training to focus on your specific needs. In general, you can expect the following topics to be covered:

Training Session offers:

Adding/Editing/Searching Inventory
Properly creating inventory price levels for cash and carry, c-stores, distro’s, jobbers, VIP
Creating Inventory item matrixes for optimal program performance
Understanding promotional discounts, customer specific pricing, and other discount related schemes
Adding/Editing of Customers/Vendors
Creating a sales order/invoice
Creating a vendor bill and receiving merchandise
Posting customer payments and paying bills
Picking/verifying orders and filling invoices
Using Customer Care process to deal with your clients effectively
Using Vendor Care process to deal with suppliers effectively
Discussion on tasks that should be accomplished before going live

Database Conversion offers:

Conversion of Customer Records from an exported CSV file
Conversion of Vendor Records from an exported CSV file
Conversion of Inventory Records from an export CSV file

ManageMore COMPLETE Onboarding Package

The Complete Onboarding Package provides up to three online training courses. Since different business personnel may be responsible for multiple tasks within the operation, please use these training sessions listed below as a general guideline. Our staff will adjust each training session to match the employees responsibilities and may combine two of the training sessions into one session, if necessary.

Complete Training Session 1: Managing your Inventory and Warehouse Effectively (ideal for inventory personnel and warehouse staff)

Adding/Editing/Searching Inventory
Creating Inventory item matrixes for optimal program performance
Properly creating inventory price levels for cash and carry, c-stores, distro’s, jobbers, VIP
Assigning local/federal regulated products (i.e. cigarettes, cigars, vape, etc.) to an excise tax
Using Inventory Explorer to quickly adjust your product details (e.g. categories, brands, departments, bin areas, taxes, status, etc.)
Global adjustment of inventory pricing by category, brand, department and applying markup/margin price rules
Reconciling your inventory counts (paper or tablet method)
Managing open sales orders
Picking and verifying complete/partial orders using paper method or tablet method
Creating routes, loading orders , and preparing documents for driver delivery
Prioritizing orders, printing delivery labels , and closing orders
Filling and invoicing an open order
Labeling your inventory and creating shelf labels using the Lists & Labels Manager tool

Complete Training Session 2: Understanding Sales and Customer Service (ideal for sales and service personnel)

Adding/Editing/Searching for Customers
Creating sales orders/invoice for local delivery, pickup, cash and carry sales
Using Customer Care process to deal with your clients effectively
Posting customer payments
Partial / Full void of past sales
Understanding promotional discounts, customer specific pricing, item price recall, and other discount related schemes

Complete Training Session 3: The Financials and Industry Specific Tasks (ideal for owners, managers, and bookkeepers)

Adding/Editing/Searching for Vendors
Using Vendor Care process to deal with suppliers effectively
Creating Excise Tax Reports for Regulated Products (i.e. cigarettes, cigars, vape, etc.)
Accounts Receivable Reporting
Setting up Customer Terms
Accounts Payable Reporting
Creating Purchase Orders with or without deposits
Financial Reports (P&L, Balance Sheet, General Ledger)
MSA and PACT ACT Reporting
Using Vendor RMA’s to manage product returns to suppliers
Setting up employee security within the application

Complete Database Conversion offers:

A comprehensive review of your existing software and all possible fields that can be extracted and converted into ManageMore.
A specialized conversion application is developed which imports, merges, and/or combine fields to best match the equivalent behavior in ManageMore.
The database conversion focus will be on Customers, Vendors, and Inventory, but may also include custom pricing tables, category tables, tax structures, and other regulatory required data that can be imported from your existing system.