This guide outlines the steps for completing your Onboarding form, which is pre-populated with NetSuite data to help Franchise Partners complete it more easily.
By now, you should have received a shared link to your onboarding form. If you haven’t received it or cannot access it, please submit a ticket, and we can resend it to you.
We've also included a video guide below to assist you in filling out your onboarding form.
What is the purpose of the Onboarding form?
To help you transition to the new systems, we have developed an onboarding form for all Franchise Partners. This form is pre-populated with your existing data from NetSuite to streamline the completion process.
It is crucial that you thoroughly review and modify or add necessary information, as your new systems will be set up based on the data you provide in this forms.
Key instructions for navigating the form:
Confirmation Checkbox: At the top of each tab is a checkbox. Please tick this box after you've reviewed all information on the tab and completed all required fields.
Editable Cells: Any cell highlighted in light yellow is for you to fill or update. Make sure to complete any blank cells and update any outdated information.
Guidance Cells: Cells highlighted in light grey contain instructions or additional context to help you fill out the form. Read these carefully to understand what is required.
Steps for completing and submitting the form:
Review Each Tab: Go through each tab to review and update the pre-populated information or complete any blank cells. Follow the tabs in the order they are presented.
Confirm Completion: Use the confirmation checkbox at the top of each tab to indicate that you have reviewed and updated the information on that tab.
Fill Out Yellow Cells: Make sure all cells highlighted in light yellow are completed or corrected as necessary. Feel free to unhighlight these cells as you progress if it helps you track your completion.
Final Review: Once all tabs are completed, review the entire form to ensure that the information is accurate and complete.
Submission: After your final review, reply to the email from which you received this form to confirm your completion.
Tips for completing the form
Check out our Onboarding Form - Tips for completing guide for more tips on completing the form.
Frequently Asked Questions
Question | Answer |
What do I do if some of my NetSuite data is outdated or incorrect? | Cells highlighted in light yellow are for you to fill out or update. Be sure to complete any blank cells or correct outdated information. |
| How should I handle pack sizes when completing the Vital Data Sheet? | You can link one or multiple products to a recommendation at your discretion. While products will no longer have a purchase or stock unit/size associated with them, the pack size will appear in the product name. This allows you and your staff to track available stock, order new stock, and manage quantities effectively. |
| Can franchise partners customise Vital product recommendations? | While the recommendations and formulas are global, the product linkages are customised per Franchise based on your products and business needs. |
| What distinguishes retail versus service recommendations? | Upon field launch, only products linked to recommendations will be used by the field technician. You can elect to link only in-field products and prevents technicians from including retail products by mistake. |
What happens if my products linked to a recommendation need to change? | To update product links, you will need to submit a support ticket, and our team will assist in modifying the recommendations accordingly. |
| Users - What do I do if I have a Scheduler who also needs Technician access? | For the "Field Role" choose "Scheduler" and in Column M add the text "+ Technician" |
Need further assistance?
We look forward to supporting you through this onboarding process. If you have any questions or need further assistance, please submit a ticket to our support team.