Foodics Accounting Onboarding

Summary of the Foodics Accounting Onboarding Process:

• The client contacts support and expresses interest in Foodics Accounting.
  
  

• Support introduces the service and offers the client to submit a request through the Sales Lead Form/Sales Expansion Group.
  
  

• If the request is raised to Sales, the Sales/Expansion Team contacts the client.
  
  

• An opportunity is created in the client's account, and the Foodics Accounting product is added.
  
  

• A quotation is sent to the client.
  
  

• If the client pays the quotation, the opportunity stage is moved to the "Collection Phase."
  
  

• The Finance team processes the request.
  
  

• Once the opportunity is closed as "Won," the Opportunity Owner prepares an email to ADD (setup@foodicsaccounting.com).
  
  

• The Opportunity Owner sends the email to ADD, attaching the quotation and proof of payment.
  
  

• Within 1–2 working days, ADD replies confirming that the account has been created.
  
  

• ADD also sends the client the Foodics Accounting credentials (email and password) and the training booking appointment link.
  
  

• The client books the training appointment and logs into the Foodics Accounting website.
  
  

Important Note:

If there is a delay in the onboarding process, it usually means that the Sales/Opportunity Owner did not send the email to ADD to activate the client's account.
In this case, a macro should be raised under "New Lead Delay" or "Expansion Delay" depending on the opportunity type.