Onboarding Account Summary Overview

This section overview for on-boarding account summary is strictly for the on-boarding portal: https://onboarding.revcascade.com

Vendor On-boarding Account Summary Overview 

Getting Familiar with the Onboarding Screen

1. Onboarding Queue

The on-boarding queue is an overview of all your vendor connections and the current status of their on-boarding account. The on-boarding screen will provide a status of each vendor account, a due date and progress bar 

1. Retailer Launch List

Once a vendor has completed all their on-boarding task list items, the status of their on-boarding account will update to Ready to Launch. The account now requires action by you and your team. Depending on your retailer connection requirements (i.e. approving shipping labels, packing lists, ect..) before the connection with the vendor can be completed, these “launch items” will need to be reviewed and completed on the retailer end

1. After selecting vendor, the following summary page is where you can access and view the individual vendor on-boarding account

1. To access and view your retailer launch list items, click Launch List on the left-hand corner of the page under Summary
2. If you wish to make any changes regarding the vendor on-boarding account, click the More Actions button

 Updates Include:

1. Go Live Date
2. Archive (typically done after the account has been completed)
3. Place on hold (if the vendor or yourself are not ready to continue with on-boarding)

2. After selecting the Launch List button, all retailer and RevCascade action items will appear. These items must be completed by you and your team to complete the vendor on-boarding account

1. Approving products (Merchandising Tool)
2. Assign Carrier Account (If vendor opted to generate labels outside of RevCascade Portal and you require vendor to use a retailer prepaid account)
3. Approve Shipping Label (If you have specific shipping label requirements)

 

3. Once all Launch List items have been completed by RevCascade and you and your team the vendor account is now live within the RevCascade Portal.