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.

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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 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
   • 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 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 > Rebuild All
15. Complete the checkout process to validate.