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The Onboarding Portal (Expert_OPortal)


Description

This course is designed to provide a comprehensive view of the Contentserv Onboarding Portal.

It covers all the key aspects of the Contentserv Onboarding Portal, showcasing the supplier data requirement analytics, preparing the fields and templates for supplier use, followed by supplier catalog configurations, data upload and refining and running the import job. Additionally, setting up supplier portal, their profile and access rights along with admin settings is also covered with brief overview on the onboarding dashboard and supplier workflow and messaging.


Objectives:

After successful completion of the course, the students/participant will be able to:

  1. Analyze supplier data requirement
  2. Create and configure Fields and Templates
  3. Manage the Access Rights and Global Settings as per business needs
  4. Walk through as a supplier, to configure a Catalog and upload data
  5. Utilize Mapping, Rules and Refine Data for data quality
  6. Leverage Dashboard, Workflow and Messaging within Onboarding Portal
  7. Use Merge Data and Import job to import data into PIM database

Learner's Guide: 1

Learning Videos: 7

Learning tutorials: 3

Time: 1 hour 16 mins


Content
  • Let's get enabled!
  • 1_Consport Problem Statement
  • 2_Consport and Onboarding Portal
  • 3_How does Onboarding Portal work?
  • 4_Admin Configuration
  • 5_Supplier Configurations
  • 6_Profile and Rights
  • 7_Workflow, Dashboard and Journey
  • Knowledge Check
  • Admin Configuration
  • Supplier Configuration
  • Settings and Access Rights
Completion rules
  • You must complete the units "Admin Configuration, Supplier Configuration, Settings and Access Rights"