How to connect Tactical Logistic as a storage provider in SKUPREME
Process: Intro
- Tactical sends intro email to SKUPREME
- CS/customer books a call / https://app.hubspot.com/meetings/43733781/link/7344551
Demo / Initial onboarding call:
- Overview of Skupreme: Catalog / Storage Provider / Order Fulfillment
- Register to Skupreme https://app.skupreme.com/register/
- Connect Seed Marketplace (Amazon or Shopify) from the Catalog - Settings
- Add tactical Storage Provider: SP -> + SP -> Enter Tactical Credentials - How to connect Tactical: https://www.loom.com/share/8d3110bf6c8c450b8e520cb63d00b19e
- Connect additional marketplaces from Catalog / Settings
- Add a credit card
- Provide link to slack connect
Post Demo Configuration:
- Follow-up message to the customer. Next steps: Catalog conflicts, Tactical "missing information" item mapping, relevant marketplace KB's (sample TikTok - set up warehouse and create shipping template)
- Listing will show up in the Catalog section
- Catalog Conflicts should be resolved. Either duplicate listings or missing information
- In the Catalog - Setting page FBM order setting needs to be turned on if the customer´s main marketplace is Amazon
- Supply Chain / Storage Providers - Tactical 3PL setting “fulfills individual orders” should be enabled
- Orders / Settings - Fulfillment Priority #1: should be Tactial 3PL Next
- Unused storage providers should be removed - (just leave FBA and Tactical 3PL Next only)
- QA will review the account to make sure all settings are configured correctly
Go Live:
- CS notifies the Tactical user is ready
- Tactical ensures orders are disabled on any duplicate systems
- CS notifies the user we are ready to "Go Live"
- User approves / green light
30 Day Monitoring:
- QA: Run reports on accounts with order ages over 1 day: check if any issues associated with these orders
- QA: Investigate orders that have not been auto-assigned a shipping label within one hour (Determine if a bug or user action is needed: notify CS if so)
- CS: Follow up with users regarding new marketplaces they were considering integrating with.
Handoff / Offboarding:
- After the initial, we can schedule a handoff and exploratory meeting. Goal: to qualify what software they are using
- Discontinue/ continue slack