To ensure data accuracy across various platforms, please confirm and update the following:
Contacts:
Parent Label in Vital:
Review and update the parent label for contacts.
Navigate to Contacts > Select contact > Look for a Parent contact > Select the preferred option in the "Relationship to parent contact" drop-down list.
Contact Records from Netsuite:
Check and update contact records in Vital, cross-referencing with the historical datastore in NetSuite if necessary.
Watch the How to View and Edit Contacts in Vital video for guidance.
Product Linkage in Vital Mobile App:
Ensure all products are correctly linked to each recommendation.
Navigate to Jobs > Scroll down to Recommendations.
Use your onboarding form as a reference.
Standard products have retail price in Lightspeed
Confirm that each standard product has a retail price.
Watch the (How to edit a single or multiple products in Lightspeed video for guidance.