Warehouse Management ES Implementation Methodology

The Warehouse Management ES for QuickBooks Enterprise Solutions Successful  Implementation Methodology(SIM) is structured as a  documented guideline for you to manage your implementation project, plus a comprehensive group of on-line, interactive training tutorials covering all aspects of the product. Coupled with telephone consultation from our Velocity Inventory implementation experts, your implementation experience will be a successful and rewarding endeavor. The key features of the Warehouse Management ES Implementation methodology include:

Customer Implementation Guide

1. Implementation success factors
2. Step by step task guide
3. QuickBooks Enterprise Solutions Web Connector Installation and Configuration Guide

Customer on-line training tutorials include

1. Warehouse Management ES Overview
   Inventory Management Systems Basics
2. System Setup
3. Sales Order Processing
4. Purchase Order Processing
5. Inventory Processing
   a. Add Inventory
   b. Move Inventory within a warehouse
   c. Adjust Inventory
   d. Hold/Release Inventory
   e. Warehouse Transfers

Implementation – Process Flow Highlights

1. Account creation
2. Complete all online training tutorials
3. Install & configure the QuickBooks Enterprise Solutions Web Connector software on your system
4. Warehouse Management ES Implementation consultation call
   -Q&A from training
   -Review key tasks to complete for your implementation
5. Warehouse Management ES data setup

a. Import Items from QuickBooks Enterprise Solutions

b. Establish your Settings:

                                i. Users

                                ii. Warehouses

                                iii. Stock locations

                                iv. Stock on-hold reasons

6.    Test data creation: Sales and Purchase orders

7.    Hands on practice

a. All users, all processes

b. Sales orders, Purchase orders, Inventory

8.    Site prep

a. Set up stock location scheme

b. Label locations

9.    Warehouse Management ES Implementation consultation call #2

a. Review key processes using Warehouse Management ES in your operation

b. Final Q & A

10.   Conduct Physical Inventory

11.   Live Operations