Setup and Configuration - Testing Your Account Setup

• Open the Postman Environment File using your editor and copy the password for the b2c Retailer Admin User.
• Open the Fluent OMS web app in a browser.
  
  ``https://<account_id>.sandbox.apps.fluentcommerce.com/oms/``
  Replace `<account_id>` with your actual account ID.
• Enter your credentials, username and password, and click login
• Log in using: username: b2c retailer admin user and password: the one you copied from the Postman file.
• Take a Tour of Fluent OMS and explore the following sections

• Retailers — Your retailer profile and settings
• Carriers — Shipping partners and delivery options
• Users — Team members who can access the system
• Roles — Permission levels and what each user can do
• Settings — System configurations
• Locations — Your warehouses, stores, or fulfillment centers
• Networks — Order routing paths and fulfillment channels
• Product Catalogues — All your products organized with categories
• Inventory Catalogue — Real-time stock levels
• Virtual Catalogues — Custom views of your inventory (like "what's available for this channel")
• Control Groups — Inventory groupings for specific business needs

• Create a new workspace
  Create a new Workspace by clicking on the Workspaces dropdown > Create Workspace (or click on the "New" button, and select Workspace).
  Select Personal in the Visibility option. 
• Name the workspace
  Create a name for the workspace. It can be anything you like, but it is recommended to use the same name as your training account (FCTRAINEU<NUMBER>)
• Import the environment file
  Import the Environment File created in the previous step into Postman.
• Importing the CLI Test Collection
  • Right click on --> CLI Test Collection and save the file.
  • Import the CLI Test Collection into Postman.

• Platform-level settings — System-wide configurations that affect your entire account
• Installed plugins — Extensions and add-ons that expand what Fluent can do
• Rules library — Pre-built automation rules you can use in your workflows

View Installed Workflows

• Authenticate as the Retailer Admin User in Postman
• Run the List Workflows request to view all installed workflows for your retailer
• Verify that your Order and Fulfillment workflows are present and active

Create a Customer

• Run the Create Customer request to set up a test customer profile
• This customer record will be referenced when viewing order details and collections

Create Test Orders

• Run the Create Order request with fulfillment type set to `CLICK_AND_COLLECT`
• Note the Order ID for later reference

• Run the Create Order request with fulfillment type set to `HOME_DELIVERY`
• Note the Order ID for later reference

• Log in to your Fluent OMS account at `https://<account_id>.sandbox.apps.fluentcommerce.com/oms/`
• Navigate to the Orders section
• Locate your newly created C&C and HD orders
• Verify that:
  • Order statuses reflect the order creation workflow
  • Inventory reservations have been created and are visible
  • Each order shows the correct fulfillment type

Access the Fluent Store App

• Open the Fluent Store app in your browser: `https://<account_id>.sandbox.apps.fluentcommerce.com/store/`
• Log in with the credentials: `B2C_SYD_1 / B2C_SYD_1`
  • Note: If you created multiple retailers, replace the `1` with your retailer ID (e.g., `B2C_SYD_2` for the second retailer)

Create a Wave

• In the Fluent Store app, navigate to Waves
• Click Create Wave
• Select your orders to include in the wave
• Confirm wave creation

Complete the Pick, Pack, Dispatch Process

• Select your wave and begin the Pick process
• Retrieve items from inventory according to the pick list
• Mark items as picked in the app

• Once all items are picked, transition to the Pack process
• Pack items according to order requirements
• Verify items match the packing list

• Complete the Dispatch process
• Generate shipping labels (for HD orders)
• Mark the wave as dispatched

Collect Articles Using Customer Collection Screen

• In the Fluent Store app, navigate to Collections
• Access the Customer Collection screen
• Look up your test customer by name or order ID
• Verify the items available for collection
• Complete the collection transaction

Collect Articles Using Carrier Collection Screen

• Navigate to the Carrier Collection screen (for Home Delivery orders)
• Verify that carrier pickup information is displayed
• Confirm carrier pickup of dispatched orders

• Return to the Fluent OMS web app
• Navigate to your test orders
• Confirm that all orders now show a Completed status
• Verify that:
  • Inventory has been deducted appropriately
  • Reservations have been cleared
  • Order timelines show the complete fulfillment journey

• Authenticated users at different privilege levels
• Created and tested multiple order types
• Verified order creation and inventory management
• Simulated in-store fulfillment operations
• Completed customer and carrier collections
• Confirmed order completion and inventory accuracy