General Day 2 Onsite Checklist
Customer and Installation Information
Section 1 of 2

Customer SSCS #:*

Customer SSCS #:*

Site #*

Site #*

Trainee Name*

Trainee Name*

SSCS Tech*

SSCS Tech*

Date*

Date*

Start Time*

Start Time*

End Time*

End Time*

Tech Signature*

Tech Signature*

By typing your name here, you offer your signature that the information in this form is accurate to the best of your knowledge.

Day 2 Installation Checklist
Section 2 of 2

Go over all setup in the CDB.

Go over all setup in the CDB.

Answer any questions or concerns they may have.

Answer any questions or concerns they may have.

Work with them on any new DSD, EDI or CAO.

Work with them on any new DSD, EDI or CAO.

Demonstrate what to do if issues occur with price or item not scanning.

Demonstrate what to do if issues occur with price or item not scanning.

Work with them on using the functionality of Item Adjustment.

Work with them on using the functionality of Item Adjustment.

Continue to assist with any questions or functions needed at the site.

Continue to assist with any questions or functions needed at the site.

Go over all methods of price changes.

Go over all methods of price changes.

Go over all methods of reorders.

Go over all methods of reorders.

Go over how to set up Item Groups and Promotions.

Go over how to set up Item Groups and Promotions.

Complete all mapping for the poller.

Complete all mapping for the poller.

Set up cost by margin for every department.

Set up cost by margin for every department.

Set Header Date to the day prior to the first day of Books.

Set Header Date to the day prior to the first day of Books.

Back up, end shift, end month, end year.

Back up, end shift, end month, end year.

Help them prepare the needed paperwork for Day 3 training, and instruct them to scan any Delivery for Day 3.

Help them prepare the needed paperwork for Day 3 training, and instruct them to scan any Delivery for Day 3.