Business Services

Enjoy complimentary and fee-based remote and on-site implementation services

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 Plans

INSTALLATION PLAN	BASIC
Remote Installation
On-Premise Installation

Available Implementation, Setup and Maintenance plans

Petrosoft offers additional professional services such as data processing, accounting, price book builds, foodservice menu builds, and business analysis.

ACCOUNTING IMPLEMENTATION AND SUPPORT PLANS

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

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

FOODSERVICE PLANS	BASIC
Vendor List Setup
EDI Configuration/Activation
Custom Theme