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 |