Cash Discounting – Onboarding Plan & Expectations

Index

• 📦 eTailPet
• 📦 Rain Brands
• 📦 FAQ

Purpose

This guide outlines the standardized process for onboarding merchants to Cash Discounting (Dual Pricing) once the sales opportunity has been marked Closed Won with Opportunity Sub Type = Dual Pricing.

While the onboarding motions remain consistent across products, dedicated sections are provided for product-specific enablement steps and resources.

Onboarding Workflow (All Products)

Trigger: Opportunity moves to Closed Won with Sub Type = Dual Pricing.

Step 1 – Customer Contact

• Contact the customer promptly to introduce Cash Discounting setup.
• Provide instructions on next steps for inventory updates (see product-specific section).
• Ensure the customer has printed new labels and updated their shelf prices