New Account Checklist
Welcome to the New Account Checklist! Whether you have just gotten started or have been using the system for a while, we want to ensure you are setup for success. The following areas are worth double checking to ensure they have the correct information/settings for your business.
Ensure all of your company information has been entered in Admin > General Config > Company Info. This area’s information is copied multiple places throughout your website. Emails generated from the software are made to come from your "Company Receipt Email". The "Warehouse Address" determines where your system will route from.
Ensure the proper Tax amount has been set for your locale. The tax rate is available under Admin > Rules > General Rule Sets > Adjustments. We recommend consulting with an accountant in your area to ensure you are in compliance with the latest City, State, and Federal guidelines.
Some orders are not worth fulfilling unless they meet a certain dollar minimum for your business. Under Admin > Rules > Available Rule Sets > General Available, look for the "Enforce Minimum Order" box.
By default, all DRS accounts are set to a 100% deposit, which means payment must be made in full to fulfill an order. The "For Contract Accounts Only" is an exception to the deposit amount. Modify your deposit under Admin > Rules > General Rule Sets > Deposit Rules.
Travel Fees, or Delivery Fees, are a great way to offset operating costs. There is a detailed article on configuring Travel Fees in the Help > Knowledge Base by searching "Travel Fees".
In order to take payments online, Credit Card Processing must be set up on your account. Find more information and an application by searching in the Help > Knowledge Base for "ERSPay Information".
If you have not had the opportunity, then process a few orders on your DRS system. This will help familiarize you with the ordering process your customers will follow. Take notes along the way of any changes you would like to make. Look for system emails and communication along the way.
Under Admin > Documents > General Documents, you will find the standard templates used to communicate with you customers. Do not delete any merge fields (i.e. [Setting:Company Name]) that are pulling in information from your Company Info unless you do not wish to display that information. Key documents to review are your "Receipt", "Receipt Bottom" for additional reminders, and all "Contract Pages". You may also want to check out the "Quick Quote" document mentioned during the System's Walkthrough's 3rd video: Advanced Ordering Walkthrough.
