Purpose

Use this guide to open a new 365 Retail Markets or Cantaloupe account, transfer vending card readers or devices, or complete a full account acquisition. 

Choose the process that matches the change that is to be made, then use the linked form or guide.
 

Process

Open a New Account

If the customer does not yet have a 365 Retail Markets or Cantaloupe account, submit the onboarding request. 
The request automatically creates a case for the onboarding team. The team will email the onboarding paperwork and KYC form through DocuSign.
 

Choose the Right Transfer Process

Transfer Vending Card Readers

To transfer vending card readers to another customer, submit a request using the card reader transfer form.
 

Move Some Devices or Locations

If one or more devices are moving but the customer is keeping the rest of the account, complete the Partial Data Move (PDM) and Relocation Form. (PDM and Relocation Form links)

Before submitting: Confirm the selling customer is in good standing and that all units are fully paid off. For balance inquiries, email finance@365rm.com.
 

Sell All Devices and End the 365 Partnership

If the customer is selling all devices and ending its partnership with 365 Retail Markets, review the Customer Acquisition Process Guide and complete the required form.
 

If the New Owner Does Not Have a 365 Account

Have the new owner submit the onboarding request and select the checkbox for 365RM Products:
 

Questions or Status Follow-up

For questions about transfer or acquisition forms, or to follow up on a submitted transfer, email transfers@365rm.com.