Guided Onboarding is a collection of setup wizards designed to help Transaction Manager users accomplish more with fewer clicks, with step-by-step task flows and assisted integration connectivity and testing.

This toolset simplifies some of the more complex onboarding tasks in Transaction Manger. While designed primarily for entry-level assistance, advanced users would stand to benefit from the handy, self-guided features and navigation. This is particularly true for those who would rather maintain their configurations in-house, without the need for outside support.

Transaction Manager is a comprehensive application with many interdependent components. Some of the more detailed configurations, such as business systems and new partner integrations, will take you several menus, tabs, and options deep into the application. This can be challenging as well as time-consuming, especially if you are not sure about the requirements, what comes next, or even where to start.

Using the wizard approach, Guided Onboarding distills the long-form processes into a series of quick steps. With clearly defined task pages, ordered data entry fields, drop-down suggestions, contextual info boxes, tooltips, and more, the wizard provides assistance at every stage in your setup.

If you are unsure about a certain step, you can pause the process at any time and then resume whenever you are ready to add more information. Note that everything you input or change in the wizard appears in the main Transaction Manager application at the same time.

The latest release is now available in TrueCommerce Foundry. Navigate to Guided Onboarding on your Foundry main menu to access the selections available.
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Integration Connectivity, to establish connectivity between your business system (ERP) and Transaction Manager.

Trading Partner Setup, which simplifies the process for adding a new trading partner in Transaction Manager.

Integration Testing, which provides the means for testing an integrated document with your business system.

To learn more about what you can do in each wizard, read through the info section on the opening page of the selected wizard. This will explain the process, the main objectives, and if there are any prerequisites needed before you get started.

For general information, check out the latest Guided Onboarding Help Topics and/or watch the Guided Onboarding Overview video.

Rev: 10/20/23