GlobalWorx · Interactive prototype
Retailer Onboarding
The Configuration panel in Alert Creation shows one flow bending to fit any retailer. This prototype is where a retailer makes those choices themselves. Before, every new retailer meant setup work on our side: which alert types they use, how stores identify products, and which fields each form asks for.

Onboarding turns that into five steps: store format, product identification, alerts, shared fields, and review. Each step has a live preview of the alert form, so the admin sees exactly what their stores will see before they save. Every choice starts from a sensible default, like manufacturer-based product identification and four core alert types, and the admin can reset to those at any point.

After setup, the portal is where the details live. Admins turn on the fields each form needs, map alerts to the right vendors, set how alerts get resolved, and choose who gets emailed, escalated, or asked to acknowledge. A dollar store and a full-size grocery chain end up with very different setups, built from the same design system with no custom work.
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How to use: Name a retailer and walk through the five steps, watching the preview change as you go. After you save, open the portal and turn fields on or off in Form details. Best on desktop, or open it full screen.
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