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Guided Onboarding: INDEX OF HELP TOPICS
Guided Onboarding: INDEX OF HELP TOPICS

Search Guided Onboarding Help materials by Subject.

Rebecca Clever avatar
Written by Rebecca Clever
Updated over a week ago

Product(s): Guided Onboarding, Transaction Manager, Foundry platform


Overview


Guided Onboarding is a new program that was designed to assist beginning users with the settings and connectivity necessary to use Transaction Manager and other aspects of the TrueCommerce Foundry platform. It helps to accelerate integration connectivity and testing, as well as trading partner setup processes, in a streamlined and time-saving approach.

Guided Onboarding is comprised of three primary sections:

  • Integration Connectivity - guides you through establishing connectivity between your business system (ERP) and Transaction Manager

  • Trading Partner Setup - guides you through establishing setup and configuration for a trading partner in Transaction Manager

  • Integration Testing - guides you through the process of testing an integrated document with your business system

For further information, an index of topic links is included, below.


Search by Topic


Learn about the Primary Item ID and Import Document Type in the Selections wizard and how you can quickly enter and select them using Guided Onboarding.

Learn how to set up business system codes associated with a trading partner using Guided Onboarding.

Learn about Addresses in the Trading Partner wizard and how you can easily enter them using Guided Onboarding.

Learn about Items in the Trading Partner wizard and how you can enter them in minimal steps using Guided Onboarding.

rev: 7/28/2023

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