Onboarding

Organization Onboarding

See the registration, setup readiness, role access, and go-live preparation flow for new organizations.

Organization Onboarding

Guided Readiness Before The Business Goes Live

BPT onboarding prepares a customer organization for real usage through a Platform-owned readiness plan. It separates legacy data migration, fresh bulk setup, module checklists, owner-module tasks, and go-live blockers so POS or any other module starts only after the required setup is visible.

Start Organization SetupPartner-Led SetupDiscuss Onboarding Plan
Readiness Workspace
Business and Admin support views
Platform-owned
1
Register organization
2
Confirm subscription modules
3
Prepare data and provider readiness
4
Review go-live blockers
Partner-led customer setup can start from the Partner Portal, while the organization readiness checklist remains Platform-owned and module-aware.

Organization context

Profile, roles, users, subscription scope, legal identity, and active module context stay visible.

Setup path selection

Legacy migration and fresh bulk setup are handled as guided readiness paths, not scattered manual work.

Owner-module tasks

Catalog, Inventory, Payments, Tax, POS, Finance, Procurement, Shopping, and Logistics keep their own write authority.

Go-live evidence

Readiness status, blockers, task evidence, and support visibility are prepared before live operation.