Installation Team Checklist

Item No. PRE-LIVE 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 TRAINING 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 Logging into System Navigation (Function Keys, Six Pack, etc.) Entering Counter Orders Entering Sales Orders (Four Screens of an Order) Understanding Product Availability Understanding Procurement Understanding Views and Comments Understanding Status Codes and Their Effect on the Flow of a Ticket Understanding Backorders Understanding Multiple Generations and Scheduling Hot Key Creating Nonstocks and Lots Creating Directs Changing Prices Picking a Counter Order Entering a Cash Sales Order and Taking Cash Making Changes to a Counter Order Special Order Deposits New Cash Sale Customers Return Stock Items at the Counter Using the Reorder Pad Sending Job Queues Retrieving Job Queues Creating a Bid Verify Live Date PC Training PC Installation Branch Assessment (PC's, Printers, Scanners, Line Drops and E-Pad's needed) CBT Training List of Employees and Job Responsibilities Notify Employees of Job Changes Class Schedule Attendance Sheet Set Up Logins and Passwords Verify Menus/Templates Configure Terminals for Live Set Up Printer Assignments with Users Clean Up Open PO's Clean Up Open Orders Verify that Ports are Assigned and Active Pick Up Old Handwritten Books Determine PowerUser TASK Satisfactory Unsatisfactory Who in Branch is Responsible Initials and Date

Branch Manager

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Installation Team Checklist

Item No. 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 TASK Bid Subtotals Returns Picked Up by Our Truck Entering a Purchase Order Understanding All Views and Screens of a Purchase Order Creating Procurement Purchase Orders Unprocuring an Item Entering a Transfer Creating Procurement Transfers Unprocuring an item for Transfer Our Truck Picking and Staging Process Common Carrier Picking and Staging Process Will Call Picking and Staging Process Transfer Picking and Staging Process Creating a Manifest Rescheduling Undelivered Orders Receiving a Purchase Order Receiving Special and/or Tagged Items Adding Freight when Receiving a Purchase Order Receiving Backordered Purchase Orders Receiving Undershipments/Overshipments Receiving Incorrect/Unwanted Items Receiving Damaged Material Receiving Transfers Receiving Transfer Discrepancies Receiving Returns from the Customer Product Location Maintenance Adjusting Material Cycle Counting Returning Damaged/Defective Material to the Vendor Resolving Invoices on Hold Credit and Rebill Checking the Branch Mail Box Closing a Manifest Direct Billing Applying Payments Reconciliation of the Cash Box Understanding Basic Invoicing One Time Passwords Releasing Orders on Credit Hold Customer Overrides in Quick Sell Matrix Rebates in Quick Sell Matrix Copying SOE Prices to Customer Price Matrix Creating a New Consignment Transfer (where applicable) Satisfactory Unsatisfactory Who in Branch is Responsible Initials and Date

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Installation Team Checklist

Item No. TASK 67 Entering Consignment Billing (where applicable) REPORTS 68 Business Summary 69 Open Sales Order Report 70 Aged Unbilled Stock Receipts Report 71 Transfer Register 72 Purchase Order Reconciliation Report 73 Detailed Invoice Preview Report 74 Detailed Invoice GP% Report 75 Inventory Valuation Report 76 Suggested Purchase Order Report 77 Branch Action Items Discrepancy Report 78 Cash Box Balancing Report 79 Freight Audit Report 80 Misc Freight Vendor Report 81 Sell Price/Cost Override Report 82 Commission Report QUEUES 83 Customer Calling Queue (New & Trouble) 84 Bid Follow-Up Queue 85 A/R Collection Queue 86 Invoice Preview Queue- Hold Orders 87 Invoice Preview Queue- Directs 88 Invoice Preview Queue- Unshipped Orders & Will Calls 89 Lot Order Status Review Queue 90 Open Work Order Queue 91 Suggested Work Order Queue 92 Open Order Status Review Queue 93 Remote Order Entry Review Queue 94 Unearned Revenue Review Queue 95 Return Goods Queue 96 Purchase Order Expedite Queue 97 Purchase Order Backorder Queue 98 Suggested Purchase Order Queue 99 Procurement Confirmation 100 Shipping Manifest Queue 101 Convert Suggested Transfers Queue 102 Transfer Confirmation Queue 103 Transfer Register- Disputed 104 Transfer Register 105 Transfer Surplus Queue 106 Credit Card Payment Queue 107 Job Queues Satisfactory Unsatisfactory Who in Branch is Responsible Initials and Date

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Installation Team Checklist

Item No. 108 Outgoing Fax Status Queue POST LIVE 1 2 3 4 5 6 7 NOTES: Verify Users Have All Authorizations They Need to Perform Job Functions Report Any Bugs to System Support and Follow-Up Additional Training Verify Phantom is Working Properly Make Sure All Users Have Leave Behind Documents Spot Check Queues to Make Sure Being Done Properly Spot Check Reports to Make Sure Being Done Properly Installer Installer Installer Installer Installer Installer Installer TASK Satisfactory Unsatisfactory Who in Branch is Responsible Initials and Date

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Installation Team Checklist

Item No. TASK Satisfactory Unsatisfactory Who in Branch is Responsible Initials and Date

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Installer's Signature

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Branch Manager's Signature

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