Welcome to Rundoo!! 🎉 We are so excited to be working with you. In this guide, we’ll cover the main steps for getting set up with Rundoo as a net new Benjamin Moore dealer. If you are transferring data from an existing or previous POS, you can return to our general Go-Live Guide.

Pre Go-Live Steps

1. Download and share your BM pricing sheet
   1. Client Steps
      1. Within your BM Web portal, download the pricing sheet and send it over to Rundoo (i.e. message your AE or [email protected]); this will include all products that are available to clients
   2. Rundoo Steps
      1. Rundoo will transfer that product data into a new Rundoo POS system..
      2. Rundoo will create pricing tiers.
      3. Rundoo will create financial terms.

Post Go-Live Steps

1. Upload additional data like the below into the Rundoo system, instructions here
   1. Vendors
   2. Customers
   3. Products outside the price sheet
2. Rundoo can facilitate and execute the upload of additional data on the client’s behalf (i.e. message [email protected]).

Things to Note

1. No historical data exists for this scenario; ie Rundoo is not pulling the below from a previous POS system:
   1. Sales History
   2. Accounting data