AWRA Help Center

A tenant is your organization workspace in AWRA. Tenant onboarding is the process of confirming your company identity, users, roles, warehouses, stock structure, billing visibility, notifications, and support contacts. A clean onboarding setup reduces duplicate records, missing approvals, stock confusion, and reporting gaps later.

Who Should Lead Onboarding

• Tenant admin: Owns users, roles, company settings, billing visibility, and general workspace readiness.
• Inventory lead: Confirms warehouses, locations, item categories, opening stock rules, and scanner expectations.
• Procurement lead: Confirms vendors, approval flow, purchase request rules, and RFQ expectations.
• Finance lead: Confirms taxes, payment expectations, accounting reports, and integration readiness.
• Team leads: Confirm who needs access, what they need to do, and which workflows need approval.

Recommended Onboarding Sequence

1. Confirm organization details: Company name, logo, tax details, address, currency, time zone, and support contact.
2. Define operating structure: Branches, warehouses, locations, bins, departments, cost centers, and stock responsibility.
3. Invite core admins first: Start with a small admin group that can review settings before wider rollout.
4. Create role groups: Admin, manager, inventory user, procurement user, sales/POS user, finance user, approver, and vendor-facing roles as needed.
5. Prepare master data: Items, categories, vendors, customers, tax settings, opening balances, and required documents.
6. Run pilot transactions: Test one item setup, one stock movement, one request, one approval, one report, and one support path.
7. Train users by role: Give each user only the workflows they need for their day-to-day work.