Configure transactions

Although the majority of implementation work is managed through integration with the client's ERP or other platforms, much of Optimizely Configured Commerce'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.

📘

Notes

• Configured Commerce 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 currency
2. Assign a currency to websites
3. Create a language
4. Add a language to a website
5. Create and assign countries and states
6. Create a carrier
7. Create carrier services
8. Create a customer
   • Set as bill-to (must have one bill-to otherwise user cannot log in)
   • Set as ship-to (must have ship-to for checkout process otherwise you will have to create new)
9. Create and assign users
   • Users must be assigned to at least one customer.
10. Create and assign payment methods
11. Create a product
12. Create a category
13. Assign products to cross-selll
14. Rebuild the Product Search Index - go to the Admin Console > Marketing > Search > Indexing > Rebuild All
15. Complete the checkout process to validate.