Requirements

You can take a guided walkthrough in Easy Insight. This walkthrough is intended to help you figure out exactly what data you need to pull into Easy Insight, what reports you need to set up, and to help you think about things you might otherwise not consider as you start using Easy Insight.

You can take this walkthrough by clicking on either:

• 14 Day Trial -> Define Requirements
• Account Settings -> Requirements

The walkthrough includes sections on:

• Historical Data
• Multiple ERP Instances
• Forecasting
• Cases and Pallets
• COGS
• Shipping/3PL Data
• Amazon
• Marketing
• B2B
• CRM

Once you walk through all of the steps of the walkthrough, it will email the requirements to our services team so that they can reach out and help make sure you're getting the most of our service.