Go Live Meeting Agenda 13th Nov , 24

 GF Tasks

• Scott will send an email to Len regarding the refresh schedule for the data set.

• Scott will send the backup file to Nick by the end of Thursday.

• Scott will provide a detailed breakdown of the licensing options to the team for review.

• Scott will write up a summary regarding the tax liable flag and its implications for different divisions.

• Waseem will rename the service charge item field to clarify it as the receiving service charge.

AdMagic Tasks

• Len will confirm the current number of Salesforce licenses and their distribution.

• Miguel will review the bin locations and provide feedback to Len.

• Nick will investigate the status of the purge job and report back to the team.

• Len will ensure that the purge job for master inventory is running and functioning correctly.

• Shari will follow up with Salesforce to clarify the details of the new contract and negotiate for additional storage.

• Shari will update the tax rate table as necessary and ensure that the team understands how to manage tax information.

• Shari will research which states have different tax rates per zip code.

• Shari will set up six to seven test areas and update the rates accordingly.

• Shari will set up tax areas based on the items and ensure they are correctly categorized.

• Shari will take a screenshot for reference and set up the spreadsheet accordingly.