Onboarding & support
From approved proposal to working in Qbil-Trade: this is how we get your team started, and how we support you afterwards.
- Onboarding plan. Your proposal already includes the onboarding scope. After your approval, we plan the onboarding with you, based on the goods you trade, your processes, company size, the modules you selected and your current systems.
- Your environment. Within two working days, we set up your Qbil-Trade environment in a secure online environment.
- Configuration. In an onboarding session with your team, we go through a checklist of settings, from date formats to how totals are shown in your position overviews.
- Data import. We import your core data: customers and suppliers, master data (products, packaging, payment terms, general ledger accounts, currencies), open transactions, inventory levels and, if you want, historical records.
- Training. Online training sessions for your team, tailored to your company’s size and complexity. They are scheduled during and shortly after implementation.
- Go-live. Your team starts working in Qbil-Trade, with our support team available from day one.
How onboarding works
Two ways to implement
- Together. Both parties appoint a contact person, and responsibilities are agreed at the start.
- Full service. We handle the implementation for you, including data entry. A project manager from Qbil Software plans and monitors the delivery. This option takes the least time from your own team.
Support after go-live
Our support team is available Monday to Friday, 9:00–17:00 CET, by phone or via the live chat in the software.
The Knowledge Base in the software has step-by-step instructions, documentation, how-to videos and answers to frequently asked questions.
Want to know what onboarding would look like for your company?
Every onboarding is planned around your trade, your processes and the modules you use. We are happy to walk you through it.
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