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: https://olivela.logicbroker.com/hc/en-us/articles/360033317651-Managing-Users
2. If doing EDI, confirm the connection works.
   • AS2/FTP Info: https://olivela.logicbroker.com/hc/en-us/sections/360006579811-Connection-Information
3. Load inventory (a full inventory file) into Staging.
   
   • Inventory Link: https://olivela.logicbroker.com/hc/en-us/articles/360032952032-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: https://olivela.logicbroker.com/hc/en-us/sections/360006579551-Testing-Test-Cases
   • Testing Stage Portal Link: https://stageportal.logicbroker.com/testing/ 
5. Once test orders are complete, Olivela reviews the inventory file uploaded to the testing site and ok's the account to go to Production. Logicbroker sends a final "go live" email, which is when the Production/Live Portal is enabled to be used and live inventory can be loaded.