Call us: 888-598-8421
M-F: 8am-5pm PST
Client Number (leave blank)
Business Name *
Franchise Name (if applicable)
Portal Contact Name *
Portal Contact Phone *
Portal Contact Email *
Site Name *
Site Logo (JPEG/PNG)
AttachedNone
Phone Number *
Email *
Address 1 *
Address 2
City, State, Zip *
BillTo - addresses?
AttachedNo (provide the data in the Printstream spreadsheet)
ShipTo - addresses?
AttachedNo (provide the data in the MDSF spreadsheet)
User Information
Username login format
emailnamecustom
Will users create their own password on first login?
YesNo
Should users be placed into different groups?
List the user groups (if Yes)
For each admin user, provide email and notification preferences:
Email 1
Notifications
InventoryNew UserNew OrderShipmentOther
Email 2 (optional)
(Add more admin users as needed in additional fields.)
Reports Needed
Allow Purchase Order
Purchase Order
HiddenRequired
Allow Spending Accounts
Preload Spending Accounts
Yes (provide the data in the MDSF spreadsheet)
Will you need custom fields during checkout?
List the custom fields (if Yes)
Preferred URL
Pre-purchased URL
URL (if Yes)
API?
Supplier Name
Supplier Email
Will the orders need approval?
Describe the approval process (if Yes)
Apply shipping to client?
Default shipping preference
UPSFedExUSPS
What shipping methods are needed? (e.g., 3rd Party, Ground, Express)
Provide account number for 3rd party shipments
Apply a markup to the shipping rate?
Apply a handling charge?
Inventory Products (items stored in warehouse)
Non-Printed Products (apparel, promo items)
Printed Products (literature, PDFs)
Variable Products (Digital Download, Smart Canvas, Ad Hoc)
Inventory Code Provided?
YesNoSalem One Creates
Description/Detail for Inventory
How many categories?
List the categories
How many subcategories?
List the subcategories
Color Scheme (primary and secondary hex number, AOB, or CMYK color)
Brand Standards
AttachedNo
Custom Theme
Theme to match another site's look
Provide CSS code (if applicable)
Logo (PNG)
Inventory Images
Storefront Banner
ProvidedSalem One Creates
Storefront Icons (categories/subcategories)
Apply tax to site?
Use automatic tax calculation?
All statesAll provincesOnly these states/provinces
Only these states/provinces (if selected)
Use manual tax calculation? Provide details
Is there any other information you deem necessary for the setup of your store?
