Purpose

The purpose of this article is to provide the Customer/Operator steps for when Parlevel Locations use the 365 VDI for market management. 
Our Support teams will help with the background setup and configuration, but below are steps that can help save time during the VDI setup process.
 

Process

The Customer steps are as follows:

1. Build out the market in the VMS. To save time, an existing market can be copied if available.
    
2. If products are taxed, confirm all products have a tax class assigned in the Parlevel VMS.
    
3. Confirm all products are priced, parlevel set, and have a UPC assigned in the Parlevel VMS.
   1. Make sure to have user access to ADM. If not, please reach out to 365 Support at (888) 365-6282 to have a user created.
       
4. Set up the PicoMarket - Use the US/Canada - PicoPlatform - Self-Provisioner article for instructions on how to provision the market. 
   If issues are ran into when self-provisioning the device, please contact 365 support at (888) 365-6282.
    
5. Once the setup is complete, contact Parlevel Support at (866) 846-8807 to finalize the integration.
    
6. If ADM training is desired, schedule using the Operator Training Request Forms. A few examples of topics that can be covered during training are basic navigation of ADM, users, reports, and promotions.