Order360 Onboarding

Name*

First Last

Email*

Company*

Portal Name

What will your refer to this portal as, whether it's internally or externally to your users?

What are the primary goals of this portal?

Examples: Provide users a system to place orders for business stationery; Allow distributors to order inventoried samples

Are any particular challenges trying to be solved with this portal?

Examples: Give users an easier-to-use system to place orders and retrieve shipping info; Better customer service compared to previous vendor

How will the portal's success be measured?

Examples: Increase order volume by 15% in the first 3 months; Have all marketing materials consolidated into one system

Additional Points of Contact

First Name

Last Name

Email

List additional people that will be points of contact during the duration of this project

Desired Launch Date*

A final launch date will be agreed upon once a project timeline is established.

Utilize Project Management Tool?

Yes, invite myself and any other Points of Contact to the Project Management Tool

We can invite you and other Points of Contact to our Project Management Tool to assign tasks, milestones due dates, and keep everyone on the same page.

Number of Customizable Print-on-Demand Products*

Please enter a number greater than or equal to 0.

Customizable Print-on-Demand products allow the user to enter customizations such as their name on a business card or logos on a brochure.

Number of Non-Customizable Print-on-Demand Products*

Please enter a number greater than or equal to 0.

Non-Customizable Print-on-Demand products do not allow any customization.

Number of Promo-on-Demand Products*

Please enter a number greater than or equal to 0.

Promo-on-demand products allow the user to choose sizes, colors, logos, etc. and are produced as one-offs.

Number of Inventory Products*

Please enter a number greater than or equal to 0.

Inventory products are stored at Think Patented and fulfilled from the warehouse as orders are submitted. They do not offer customization.

Inventory Backorders*

Allow backorders

Don't allow backorders

If inventory of items are at or below 0, should backorders be allowed?

Number of Downloadable Products*

Please enter a number greater than or equal to 0.

Downloadable products are not physically fulfilled and are digital only.

ℹ️ Early in the project development, you will coordinate with your Think Patented Account Executive or Project Manager to complete a final list of products and their specific details. The product counts you provide above are estimates at this point in time.

SKUs*

Create SKUs for us

We will provide SKUs

Select whether you will provide specific SKUs for your products, or if Think Patented can create them. If Think Patented creates the SKUs, they will be sequential numbers.

Since you have indicated there will be Inventory Products on the Products tab, you can provide information on how the fulfillment process should function.

Packaging Requirements

(Optional) Indicate any special packaging requirements.

Inventory Receipt Recipients

(Optional) Add email addresses for who should receive copies of inventory receipt notifications.

Shipping Email BCC

(Optional) Add additional email addresses to BCC on shipping notification emails. The user who placed the order will always receive the email.

Estimated Inventory Receiving Date

(Optional) If you are shipping existing inventory to us, please indicate when you expect those products to arrive.

Post-Launch Maintenance*

Little maintenance (about every few months)

Moderate maintenance (about every month)

Frequent maintenance (about every few days or week)

How often do you anticipate needing to add products, users, or other general maintenance to the portal?

Invoice Recipients*

Name

Email

Who should receive invoices for orders, fees, storage, etc.? At least one is required.

Invoice Requirements

(Optional) Provide any specific details the invoices will need.

Reporting Requirements

(Optional) Provide an overview of any reporting needs you need from the portal for analytics or billing purposes.

Other Notes

(Optional) Describe any other functionality or considerations needed that were not covered in this form.

A Marketing Execution Company

Users & Access

Ordering Process

Branding & User Experience