Implementation Guide

Likewize GTP

Delivery Process for New Partners

Implementation Steps
  1. 1
    Sponsor fills theIntake Form
  2. 2
    Configure Account and Trade Settings in UAT – Product Manager
    1. Channels
      1. Self-service
      2. Retail
      3. Enterprise
    2. User Languages and Currency
    3. Pricing and Assets
    4. Payment methods (if applicable)
    5. Retail Users (if applicable)
    6. Retail Stores (if applicable)
    7. Trade Flow Rules and Features
  3. 3
    Open tickets for Implementation – Product Manager
    1. Create Admin User (Retail)
    2. Add entry in Common Libraries account.config.ts file for the new client (Provide Account Number and Customization Key etc.)
    3. Create and configure Cognito resources:
      1. User Pool
      2. App Integration
      3. App Client Analytics
      4. Hosted UI
    4. Configure parameters pointing to Identity Pools (Parameter Store)
    5. Configure DynamoDB resources:
      1. Account creation
      2. Program creation
      3. Account features
      4. Trade account features
      5. Trade program features
      6. Return account features
      7. ASN and TAC2 map configurations
      8. Global lookups for Timezones, States, etc.
      9. Payment methods (oasis-payment-lookup-ddb-01)
      10. Trade questions (program features)
      11. Service jobs (oasis-service-layer-jobs-ddb-01)
      12. Plugins for external integrations including Shipment tracking (oasis-plugins-accountfeatures-ddb-01)
    6. Configure Postgres resources:
      1. Assets and asset variants (config.asset/config.asset_variant)
      2. Promotions and coupons (trade.promotion/trade.coupon)
      3. Program trade account mappings (trade.program/trade.program_to_account)
      4. Pricing configurations (trade.asset_pricing)
    7. Configure PDF templates for Order Summary, Packing slip and Order Detail (S3 bucket)
      1. Packing Slip and Order Summary (Returns) (S3 Bucket route: oasis-common-pdfgeneration-01-???-nam-> Oasis-Return-> (Acct Guid)/HtmlTemplates)
      2. Order Summary and Order Detail (General) (S3 Bucket route: oasis-common-pdfgeneration-01-???-nam-> GTP-> HtmlTemplates)
    8. Styles and Images setup (Cloudfront CDN)
    9. Email and SMS Communication Events (DynamoDB)
    10. Email and SMS Pinpoint Templates (Pinpoint)
  4. 4
    Plan/schedule Implementation
  5. 5
    Demo and Test – Regional Sponsor and Product
    1. Demo the flow and gather any needed text and branding requirements
  6. 6
    Agree on documented Requirements – Likewize and Partner
  7. 7
    Open tickets for Branding and Customization
  8. 8
    Plan/schedule Branding and Customization
  9. 9
    Internal UAT Branding and Customization – Sponsor and Product Manager
  10. 10
    Operational Preparation
    1. Warehouse Readiness
  11. 11
    Push to PROD
    1. Update Pricing and Assets
    2. Open tickets for PROD Deployment
  12. 12
    Partner UAT and PVT – Partner