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LOU® Onboarding

Live on LOU in 30 to 60 Days

Request a demo

Onboarding includes a Weekly Video Call.
1 Point of Contact Until You're Live on LOU®

Pre-Game Warmups: Let's make sure your business is ready for LOU.

LOU Business Review

We get to know your business a little better.   

Log into your LOU account > Complete the Review > In Less than an Hour, You're Done 

Agenda for Business Review
  • Internet & Connectivity: Internet speed, networking, and your overall IT system.
  • Hardware: Devices, computers, and printers used throughout your business.
  • Point of Sale (POS) Hardware: Explains the options for setting up your POS system.
Phase 1: Build the Foundation

Accounting & Foundation

You're building your business in the cloud.  You'll be focused on customers, inventory, vendors and scheduling.

Accounting & Foundation
  • Review the Foundation and Accounting product setup Tiles
  • Review the process for importing Customers, SKUs and Vendors
  • Your Merchant Application Submission & Status
  • Confirm you’ve purchased your LOU Hardware, if needed


How to prepare:
  • Review Resources for all product setup tasks under the Foundation and Accounting Tiles.
  • Complete setup tasks under the Foundation and Accounting Tiles.
  • Mark setup tasks as either In Progress or Completed.
Phase 2: Organize Your Inventory

Inventory: A Fresh Start

You design and organize your inventory....Your Way.  This is the newly organized multi-site searchable inventory you have always wanted. 

Meeting Agenda
  • Complete the Foundation and Accounting product setup tiles
  • Review what Inventory product setup tasks you have In Progress or marked as Completed
  • Review your SKU Import Spreadsheet
  • Your Merchant Application Status - E-signature must be completed at this time
  • Discuss the status of your LOU Hardware order, if applicable


How to prepare:
  • Review Resources for all product setup tasks under the Inventory Tile.
  • Ensure all Foundation and Accounting Tiles product setup tasks are completed.
  • Work on the Inventory Tile product setup tasks.
Phase 3: Now It's Getting Real

Sales, Service & Scheduling

Momentum continues as you finalize your set up on vendors, customers, inventory, and schedules in LOU. 

Meeting Agenda
  • Import your SKU spreadsheet into LOU
  • Import your Vendor spreadsheet into LOU
  • Review the Sales, Service and Scheduling product setup Tiles
  • Discuss the status of your LOU Hardware order, if applicable. Hardware purchasing deadline.


How to prepare:
  • Review Resources for product setup tasks under the Sales, Service, and Scheduling Tiles.
  • Ensure all Inventory Tile product setup tasks are completed with the exception of the SKU Spreadsheet Import.
  • Work on the Sales, Service, and Scheduling Tiles' product setup tasks.
  • Confirm SKU, Customer, and Vendor Import Spreadsheets have been sent to the Onboarding Specialist.
Phase 4: Prepare for Liftoff

Clean Data = Key to Success

At this point, you're headed toward the finish line.  You're making sure that your training is completed, beginning balances are right, tiles are completed, integrations are set up  - the key is completion.     

Meeting Agenda
  • Import your Customer spreadsheet into LOU
  • Discuss entering your Beginning Balances
  • Review how to enter your beginning quantity on hand
  • Complete the Additional Integrations Tile
  • Ensure all outstanding product setup tasks are completed
  • Discuss any outstanding LOU training questions


How to prepare:
  • Perform a Physical Count to ensure your SKU Quantity on Hand is accurate.
  • Review Resources for all product setup tasks under the Beginning Balances product setup Tile.
  • Begin building your Beginning Balance Spreadsheet Imports (Inventory Valuation, Accounts Receivable Balances, Customer Deposits).
It's Time for Your Business Launch to Go Live on LOU

GO-LIVE

LOU Hand-Off Call Meeting Agenda:
  • Introduction to the LOU Support Manager
  • Support Center overview, and what you can expect in the month following Go-Live
  • Overview of LOU features & system to make sure you are set up for success in LOU
  • Final hardware transaction run through
  • Schedule your Go-Live


LOU Go-Live Call Meeting Agenda:
  • Final walkthrough of system setup.
  • Confirm user bundles.
  • Deactivate onboarding support user.
  • Verify Beginning Balances are successfully imported.
  • Go-Live on LOU: Press the Go-Live button 'I am Live!'

Going Live & Beyond - We continue to check in months after you Go Live, keeping you smoothly cruising through each month as you transact/adopt/embrace your new LOU software.

Wait…. there’s more good news!

LOU Onboarding is a one-time fee starting at $1,999.