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:
- Setup your username/password and add users if you have more than one.
- Managing Users Link: /kb/fullbeautybrands/360037706331-Managing-Users
- If doing EDI, confirm the connection works.
- AS2/FTP Info Link: /kb/fullbeautybrands/document-standards#connection-information
- Load inventory (a full inventory file) into Staging.
- Inventory Link: /kb/fullbeautybrands/360037337012-Inventory-Management
- 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.
- Test Cases Link: /kb/fullbeautybrands/vendor-onboarding#testing-test-cases
- Testing Stage Portal Link: https://stageportal.logicbroker.com/testing/
- Once test orders are complete, FULLBEAUTY 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.
We have a few tours that walk through inventory setup and the 3 test cases below (from a Portal user perspective).
Inventory: https://www.screencast.com/t/9jqXVpyL
Test Case 1: https://www.screencast.com/t/V4oq3zfofko
Test Case 2: https://www.screencast.com/t/0vMfPLuI
Test Case 3A: https://www.screencast.com/t/1CLmZQuEN9
Test Case 4: https://www.screencast.com/t/COEhgXESR