Onboarding On RetailIQ

Module introduction: RetailIQ is designed to give you powerful insights into your retail operations, enhance decision-making, and improve overall business performance. Whether you're managing inventory, analyzing sales trends, or optimizing customer engagement, this tool will streamline and elevate your approach to retail management.

Module description: The Onboarding module in RetailIQ is designed to streamline and simplify the process of setting up, configuring, and training new users or retail teams within the RetailIQ platform.

Onboarding on RetailIQ

Onboarding a business to RetailIQ involves integrating the company’s operational data with a powerful retail analytics platform.

For onboarding, you'll need to fill out basic business details, set up your account, and get started on our platform.

Onboarding form details

These details need to be filled out for business onboarding:

Business Details

• Business Name: The outlets' business name

• Business Description: A concise summary of the business

• Brand Name: The business's brand name

• No of Stores/outlets: The number of stores or outlets of the business

• Current POS System: The details of the POS system used for generating bills

• Category: Segments of the industry and business

• Subcategory: Specific segments of the industry and business

After submitting all the basic details of the business, click Next at the bottom of the page. This will take you to the next screen, where you can add all the business's address details.

Business Address Details

On this page, enter all the address details of the primary store and the business.

• Address 1: The first address line of the business 

• Street: The street name of the business

• State: The state name of the business

• Postal Code: The postal code of the business location

• City: The city of the business

• Locality: The neighborhood of the business

Primary Store Details

Primary Store Name: This is the main admin account. You can use your branch name, store name, or area name.

Store Address Same As Business Location: If the business address is the same as the primary store address, select this checkbox. All the fields will autofill and save.

If you don't select the checkbox, you'll be redirected to a second screen to update the store address.

Terms And Conditions

RetailIQ will ask you to access specific information.

In the second screen, RetailIQ_UN_COnnector will ask you to assess specific information.

Click Accept to complete the basic setup.

• While accepting the terms and conditions, a notification will show if pop-ups are disabled.

• After disabling your pop-up blocker, you will be redirected to a new screen and an account will be created.

Setup highlight

• Migrate Data: This option is used for importing data into RetailIQ. Bring your entire data history, right from Customers, Billing, Products/Categories, Loyalty Logs, Campaigns, Feedback, Stores, Coupons, Referrals, and Users modules effortlessly.

• Invite Users: This option redirects to the user creation screen.

• Add Store: This option redirects to the store creation page. 

• Add Customers: This option is used to add a new customer.

• Active SMS Channel: This option is used to activate an SMS channel and send international SMS messages to customers.

• Create Campaigns: This option is used to send bulk campaigns and custom notifications to your customers.