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.
- If doing EDI, confirm the connection works.
- Load inventory (a full inventory file) into Staging.
- 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.
- Once test orders are complete, Walgreens 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: Coming Soon
Test Case 1 (TC1): Coming Soon
Test Case 2 (TC2): Coming Soon
Test Case 3 (TC3): Coming Soon