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.