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 Video:  https://www.screencast.com/t/bdpH6ZarY9

1. Setup your username/password and add users if you have more than one.
   • Managing Users Link: /kb/wineenthusiast/360029591111-Managing-Users
2. If doing EDI, confirm the connection works.
   • AS2 Info Link:  /kb/wineenthusiast/360029272692-AS2-Info-and-Certificate
3. 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/wineenthusiast/wine-enthusiast-vendor-onboarding#testing-test-cases
   • Testing Stage Portal Link:  https://stageportal.logicbroker.com/testing/
4. Once test orders are complete, Wine Enthusiast 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.

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

Test Case 1:  https://www.screencast.com/t/HVMVnmSQ
Test Case 2:  https://www.screencast.com/t/ynpAe501Tvdh
Test Case 3:  https://www.screencast.com/t/ypeCIvOO9jJV