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:

1. Setup your username/password and add users if you have more than one.
   • Managing Users Link: /kb/orangetheory/360036056391-Managing-Users
2. If doing EDI, confirm the connection works.
   • AS2/FTP Info Link: /kb/orangetheory/document-standards#connection-information
3. Load inventory (a full inventory file) into Staging.
   
   • Inventory Link: /kb/orangetheory/360035644492-Inventory-Management
4. 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:
   • Testing Stage Portal Link: https://stageportal.logicbroker.com/testing/ 
5. Once test orders are complete, Acme 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: 

Test Case 1 (TC1):
Test Case 2 (TC2): 
Test Case 3 (TC3):