The first step for all new clients is getting your Saddle Point accounts set up. A Saddle Point rep will need to gather details of your buisness and create your accounts before we being your onboarding process.
Account Setup Steps:
- Sign Contract
- Your contract will outline all SLAs and Fee strcture for your account.
- A copy of your contract will be avaialble in your Saddle Point Portal.
- Account Setup Questions
- A Saddle Point Rep will send you a list of questions over email so we can configure your account setup following your directions on the following applicable areas:
- Users
- Billing & Accounting Details
- Existing Operation Details
- Special Product Handling Instructions
- Order Packing Instructions
- Customer Service Guidlines
- Return Policy
- Reporting Needs
- A Saddle Point Rep will send you a list of questions over email so we can configure your account setup following your directions on the following applicable areas:
- Finalize Account Setup Details
- A Saddle Point Rep will confirm all details prior to setting up your account to insure all information is correct.
- Saddle Point Login Created and Shared
- A Saddle Point Rep will create your Saddle Point Login that will give you access to:
- Saddle Point Portal - [Launching July 2024]
- Saddle Point WMS - wms.saddlepoint.co
- Saddle Point Help Desk - help.saddlepoint.co
- A Saddle Point Rep will create your Saddle Point Login that will give you access to:
- Onboarding Begins
- See our Onboarding Guide for next steps.