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Configure transactions

This topic describes the steps required to set up features to complete a transaction on a website.

Although the majority of implementation work is managed through integration with the client's ERP or other platforms, much of B2B Commerce Cloud's functionality can be performed manually. Create a site manually to produce demo sites for sales presentations, test site performance, or train on the platform. Below are the steps required to set up enough features to complete a transaction on the website. This provides a solid foundation from which multiple areas of functionality can be built or demonstrated.

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Notes

  • B2B Commerce Cloud sets Currency, Language, Country, and State by default. However, a best practice for platform understanding is to go through these steps manually.
  • This article assumes the website has already been installed.

Steps:

  1. Create a New Currency
  2. Assign the Currency to a Website
  3. Create a Language
  4. Assign a Language to a Website
  5. Create and Assign States and Countries
  6. Create and Assign a Carrier
  7. Create Carrier Services
  8. Create a Customer
  9. Create and Assign Users
    • Users must be assigned to at least one customer.
  10. Create and Assign a Payment Method
  11. Create and Assign a Product
  12. Create a Category
  13. Assign Products to a Category
  14. Rebuild the Product Search Index - go to the Admin Console > Marketing > Search > Indexing, and select Rebuild All
  15. Complete the checkout process to validate.

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