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.
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.
[Create a New Currency](🔗)
[Assign the Currency to a Website](🔗)
[Create a Language](🔗)
[Assign a Language to a Website](🔗)
[Create and Assign States and Countries](🔗)
[Create and Assign a Carrier](🔗)
[Create Carrier Services](🔗)
[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)](🔗)
[Create and Assign Users](🔗)
Users must be assigned to at least one customer.
[Create and Assign a Payment Method](🔗)
[Create and Assign a Product](🔗)
[Create a Category](🔗)
[Assign Products to a Category](🔗)
Rebuild the Product Search Index - go to the **Admin Console** > **Marketing** > **Search** > **Indexing** > **Rebuild All**
Complete the checkout process to validate.