Action Items for SD

Onboard the brand on XAP

 If brand is already on-boarded for some other product (say XPay) then you have to update the role against that Acc ID on keycloack.

 How to onboard a brand on XAP?

Onboard the brand on SD

• The product team manages this. Delivery has to ask them to do this step.

• Create outlet:

Add a Key, a brand name, Currency, a Brand decimal point, Time Zone, and check on first three options as show in the image below:

Open

• Share location ID with the product team to connect SD and OE if the client is using both products (OE & SD)

• The product team needs location ID and brand ID to connect SD and OE.
  
  

• Check the all details we require on the onboarding form:

Prepare the product file.

Add all the required details which includes:

Upload product file on the test account:

Ensure the number of products in the product view tab matches the number of products in the product file.

End-to-end testing:

• Punch an invoice.

• Check invoice details in the sale history in the completed sales

• Return invoice.

Create users for client

Provide Login details to client

• Account ID:

• Email:

• Password:

The dashboard is reflecting correct data

In case of international currency we need to ensure that dashboard reflects that currency

To check :

Reports

 To check if all reports are working properly and are being received

Go-Live Go-head

Action Items

Status

Additional Details

Webhook Enablement

We need to only keep “create product“ in field

Enable product create Webhook on shopify to sync inventory: