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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 AttachedNo (provide the data in the MDSF spreadsheet) Username login format emailnamecustom Will users create their own password on first login? YesNo Should users be placed into different groups? YesNo List the user groups (if Yes)
For each admin user, provide email and notification preferences:
Email 1 Notifications InventoryNew UserNew OrderShipmentOther Email 2 (optional) Notifications InventoryNew UserNew OrderShipmentOther
(Add more admin users as needed in additional fields.)
Reports Needed
Allow Purchase Order YesNo Purchase Order HiddenRequired Allow Spending Accounts YesNo Preload Spending Accounts Yes (provide the data in the MDSF spreadsheet) Will you need custom fields during checkout? YesNo List the custom fields (if Yes)
Preferred URL Pre-purchased URL YesNo URL (if Yes)
API? Supplier Name Supplier Email
Will the orders need approval? YesNo Describe the approval process (if Yes)
Apply shipping to client? YesNo 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? YesNo Apply a handling charge? YesNo
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 YesNo Theme to match another site's look YesNo URL (if Yes) Provide CSS code (if applicable)
Logo (PNG) AttachedNo Inventory Images AttachedNo Storefront Banner ProvidedSalem One Creates Storefront Icons (categories/subcategories) ProvidedSalem One Creates
Apply tax to site? YesNo 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?
