Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Merchanter
English (UK)
US English (US)
GB English (UK)
  • Home
  • FAQs

What is the process of implementing Merchanter and how long does it take?

Learn about the process and timeline for implementing Merchanter software to streamline your business operations efficiently.

Written by Ian Oldrey

Updated at June 30th, 2025

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Getting Started
    Training Sessions
  • How to use Merchanter
    Sales Invoicing & Credits Products Purchasing Stock Control OData System Settings & Administration Milling & Value Added Processing Sales Order Processing Customers System Release Updates Pricing & Costs Certification Order Picking Agency Sales
  • API Documentation
  • Integrations
    Sage 50 Woo Commerce ECS Webshop Link NearSt QuickBooks Xero ShopWired
  • FAQs
  • Industry Articles
+ More

Table of Contents

The BPR (Business Process Review) - 1-2 weeks Data Setup - 2-8+ weeks Initial System Trialling - 4 weeks User Training - 4 weeks Go Live - 1 Day
 
 

The BPR (Business Process Review) - 1-2 weeks

To give you more background to the implementation process, the first step will be the BPR (Business Process Review) visit, when I will come out to see you and spend a few hours going through the operations of the business, confirming how you would like the system to fit them, or help bring in new processes.  This I will write up into a report that will be useful for you and our project team to make sure the system is setup in the best way to fit the business.
 

Data Setup - 2-8+ weeks

Once that is all signed off the main implementation will commence.  The first stage will be the most time consuming for you guys, which is getting good product data together.  This can be fairly quick (2-3 weeks) but my experience is most businesses need much longer when trying to do the work alongside running the day-to-day business.  George from the project team will work alongside you during this stage to help setup the products, and to import in the customers and suppliers.  They also may need some tidying, but that tends to be much more straightforward than the products.
 

Initial System Trialling - 4 weeks

Whilst you are working on the initial data the project team will build your system and set it up based on the notes from the BPR report.  You will then have a system with data on that can be used for trialling.  It is worth getting people from the business to put on test orders to get familiar with the different jobs and check things like document designs.  The project team will provide initial training to help those who are doing the trialling.  This stage we recommend being 4 weeks long.
 

User Training - 4 weeks

The next stage is the training programme for all the other users.  This is broken up into 1-2 hour Zoom sessions with 1-4 people on each session, depending on the topic and availability around running the business.  Once people are trained on the system we encourage them to also put on test orders, and try other test operations, so they are comfortable and confident with how the system will work when it is live.  This stage is typically 4 weeks long, and during that time we will confirm with you the final Go Live date.
 

Go Live - 1 Day

When the Go Live date is confirmed, the day before we will clear down the test orders, stock, notes, etc. leaving the good customers, suppliers and products ready for trading.  If you are going live with stock control straight away we will help upload the opening stock the day before go live.
 
When you Go Live you will have the support of both the helpdesk and the project team, and as everyone becomes familiar with using the system over the first few weeks the helpdesk will take over as the main point of contact for any queries into the future.
implementation process duration

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • NearSt Integration Overview
  • Stock Confidence
  • Assign a Picker to a Single Order and Ready for Picking
Solution Vendor Color.png

sales@ten-25.co.uk

01202 861606

Peartree Business Centre, Cobham Road, Ferndown, BH21 7PT, United Kingdom

BMF Service Member logo.jpg
  • linkedin
  • twitter
  • facebook
Privacy Policy

©2020 by Ten-25 Software Ltd.. Proudly created with Wix.com

Expand