Petrosoft offers complimentary and fee-based remote and on-site implementation services through its rapid deployment program. Whether the customer selects a self-service or full-service implementation, the retailer can expect to be up and running in no time.
A full-service implementation includes a sales handoff to a project manager who will work with the retailer to understand their current operations and risk through a discovery phase. A complete installation, integration, and onboarding program is created to meet the customer’s needs while minimizing the impact on its operations. A tailored program may include operations consulting as well as custom integration, installation, reports, data exchanges, and training.
| INSTALLATION PLAN | BASIC |
| Remote Installation | |
| On-Premise Installation |
Petrosoft offers additional professional services such as data processing, accounting, price book builds, foodservice menu builds, and business analysis.
| ACCOUNTING IMPLEMENTATION AND SUPPORT PLANS | BASIC |
| Standard Charts of Accounts | |
| Accounting Setup Orientation | |
| Standard Transaction Assignment Mapping | |
| Custom Transaction Mapping Activation | |
| Custom Transaction Assignment Mapping | |
| Customized Chart of Accounts | |
| Balance Clearing | |
| Accounting Setup Review and Questions | |
| Establish QB Web-Connector Configuration and First Sync | |
| QB Sync and Connections/Third Party Accounting Exports | |
| Re-process Synchronization Errors | |
| Clearing Accounting Balancing | |
| Quick Books Consulting | |
| 3rd Party Accounting Customized Exports and Research |
| PRICE BOOK SETUP AND MAINTENANCE PLANS | BASIC |
| Price Book Setup | |
| Vendor List Setup | |
| EDI Configuration/Activation | |
| Item Parent-Child Configuration | |
| Promotion Setup | |
| CRV/Bottle Deposit Setup | |
| Incomplete Items Management |
| FOODSERVICE PLANS | BASIC |
| Vendor List Setup | |
| EDI Configuration/Activation | |
| Custom Theme |
