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Onboarding: So what am I supposed to do to go live?

In the knowledge base, we've erred on the side of giving you as much information as possible. However, at a high-level, we can show you a simple view of what everyone needs to do to get through onboarding.

Getting Started Videohttp://www.screencast.com/t/ItmqXIqaSPb0 

  1. Complete the survey to start onboarding (most likely you've already done this).
  2. Setup your username/password and add users if you have more than one.
  3. If doing EDI, confirm the connection works.
  4. Load inventory (a full inventory file) into Staging.
  5. Generate your test orders in the Testing module in Stage Portal, regardless if your connection is Portal, EDI, API, etc. Follow the test case requirements.
  6. Once test orders are complete, BBQGuys reviews the account and pushes into Production. Logicbroker sends a final "go live" email, which is when the Production Portal is enabled to be used and Production inventory can be loaded.

VIDEOS: We have a few videos that walk through inventory setup and the 3 test cases below (from a Portal user perspective).

Inventoryhttps://www.screencast.com/t/1HCoYVkir 
Test Case 1http://www.screencast.com/t/psURpFiwrxtB 
Test Case 2http://www.screencast.com/t/MiWAyIp927i 
Test Case 3http://www.screencast.com/t/yRGg4xsUD