Welcome to the Management One Family! 

We’re excited to partner with you to strengthen and grow your retail business! Follow these steps to ensure a smooth onboarding experience:

Step 1: Set Up Your Payment Portal

☐ If you’ve already done this, thank you! If not, please complete this step before proceeding.

Step 2: Fill Out Your Onboarding Survey

☐ This helps us understand your business, challenges, and goals so we can tailor our support.

Step 3: Complete the Financial Intake Form

☐ This step is crucial in helping us analyze your business operations and create a plan to achieve your goals.

Step 4: Book Your Onboarding Call

During this one-hour session, you’ll meet with your Retail Solutions Specialist (RSS) to:

☐ Finalize Merchandise Class Structure

• Establish the right product classifications for effective inventory management.

☐ Set Up Your Retail ORBIT® Account

Your Retail Solutions Specialist (RSS) will help you:
☐ Complete your client profile
☐ Provide location & classification details
☐ Add authorized users

☐ Data Onboarding

Depending on your Point of Sale (POS) system, data onboarding happens in one of two ways:

☐ Automated via Retail ORBIT Shuttle

• We set up an API connection to pull data directly from your POS system.
• You and your Retail Solutions Specialist (RSS) will map & validate data to ensure accuracy.

☐ Manual via Excel Spreadsheet

• You’ll receive a data template to follow.
• Provide one file per month for historical data.
• You or your Retail Solutions Specialist (RSS) will upload these files to Retail ORBIT.

☐ Data Validation

• We verify that all data is accurate & complete before generating your first Merchandise Plan.

☐ Your First Merchandise Plan is Published!

• Your Retail Solutions Specialist (RSS)  will walk you through the plan and provide insights.
• You'll also get an orientation to the Retail ORBIT platform during your First Meeting.

This First Monthly Planning Meeting lays the foundation for your ongoing success and future strategy sessions!