Phase 6 focuses on reviewing records and solidifying routine tasks in R365 to officially complete technical implementation. You will also receive tools to assist with scaling your business and staying up-to-date with new releases and trainings on new features.

Phase Goals

• Understand how to self-audit your database
• Understand how to use Support Center and Ticketing system
• Timeline: 1 week

What to prepare for next?

• Attend ongoing education webinars
• Ensure DWM Tasks are assigned and being completed

Additional Resources

• Dos and Don'ts of Operations
• Add a New Location
• Key Operations Reports
• Item Locations