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Onboarding Checklist

 

After joining the Cahoot Network as a Seller (aka, not shipping Cahoot orders as a Fulfillment Partner yet), please use the onboarding plan below, which includes the Cahoot program guidelines and the training materials you'll need to get started. Let the Support team know if you have any questions or issues.

 

Steps

Description

  Seller Responsibility   Cahoot Responsibility

Step 1

Create an Inbound Shipment

a. Create an Inbound Shipment Plan
b. Prepare the Inbound Shipment

  • Review/Approve Advance Shipping Notice
  • Provide Delivery Address(es) for Inbound Shipments

Step 2

Intro Call

a. Discuss Business Goals
b. Confirm Project Timelines

  • Define Success Criteria
  • Share Project Timelines

Step 3

Training

a. Find Shipments & Tracking Numbers
b. Correcting Orders and Shipping Labels
c. Manage Inventory
d. Optimizations Report
e. Contacting Cahoot Support
f.  Customize Your Packing Slips
    (optional)

  • Review Standard Order Fulfillment Workflow
  • Provide Instructor-led Training
    (Premium Service)
  • Provide Access to Cahoot Help Center
    & Support Portal
  • Provide Technical Support

Step 4

Account Configuration

a. Connect Your Carriers
b. Create a User for Cahoot Support
c. Accept Amazon Buy Shipping TOS
    (optional)

  • Provision Account
  • Complete Advanced Configurations
  • Complete Final Account QA

Step 5

Executive Commitment

a. Agree to Seller Protocol

 

Step 6

Go-Live

a. Sideline Eligible Cahoot Orders in
    Existing System(s)

  • Provide Go-Live Assistance
  • Monitor Status And Successes Closely

 

Advanced Settings

  a. Discuss Amazon SFP Shipping
      Template Strategies  (optional)

  • Create & Automate Amazon SFP Shipping Templates
    (Premium Service)

 

Advanced Training

Use our Help Center to find answers to all your questions including step-by-step instructions on advanced topics. 

 

 

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Related articles

  • Getting Started Checklist
  • Contacting Cahoot Support
  • Quick Start Checklist
  • Account Configuration and Settings
  • Creating Shipping Labels for Orders in Partner Location

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