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Configured Commerce
v1.5.45-b2b-sdk
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Get Started
SDK environment setup
Glossary
Admin Console
Jobs menu
Remove items
Assign multiple records
Manipulate columns
Edit multiple records
View created and modified dates
Website
Access CMS from the admin console
Create a website
Create and assign countries and states
Enable and restrict website access by customers
Configure transactions
Website dashboard messages
Use Cases
Customers and users
Orders
Pricing and inventory
Products
Site content and CMS
Administration
Application Dictionary
Application Dictionary data scheme
Properties in the Application Dictionary
Custom properties
Create a custom property in the Application Dictionary
Site Security
Label change impacts to import and export
Email administration
HTML variables for email templates
Security for email templates
Create and edit email templates
Work with email lists and templates
Email subscriptions
Environment Management
Set changes that require an IIS restart
Website settings
URL directs
Browser compatibility
Settings master list
Work with settings
External health checks
Performance and scaling guide
Capacity testing by AWS instance type
Enable master edit mode
Work with master edit mode
Storage providers
Application settings
Database objects to user interface label mapping
Debugging tools
Hidden pages
Shared cache manager
Troubleshoot environment management
Google Analytics
Install basic Google Analytics
Install Google Tag Manager
Usage data policy
Disable Google Analytics
Import and export data
Import website and console users
Work with the import template
Rules engine
Create rule types
Create a custom rule type option (criteria type)
Rule type options
Rule types by content
Security - Administration
Timeout behavior and settings
Payment application data security standard PADSS overview
View admin console records
Audit log
Manage the Website
Manage a microsite
Create a microsite
Personas
Create personas
Include data fields in a persona rule
Include rule types in a persona customer segment rule
Customer segments
Custom prefix and format for order and customer numbers
Work with URLs
Manage Content
Get started with managing content
Content tree
Copy content among websites and environments
Set content management roles
Manage the content workflow
Access the CMS from the Admin Console
Work with CMS components
Contextual content
Edit in-context
Personas and contextual content
Widgets and device-specific content
Languages and contextual content
Responsive design
Manage the file system and CDNs
Set up Amazon S3 AWS
Set up Microsoft Azure
Content library
Image resizer
Manage the local file system media library
Location Finder
Add a location
Assign a location to a website
Edit pages
Create a page in CMS
Create a page template
Create page variants
Edit predefined content
Edit header link names
Publish multiple pages
Publish in the future or rollback content
Mega Menu
Home page
News page
Landing page
Contact Us page
About Us page
Error handling page
My Account dashboard page
Preview a revision
A/B test in <<product-name>>
Add CSS to the CMS
Themes
Theme resources
Widgets in <<product-name>>
Add a widget
Edit a widget
Recently Viewed widget
Product Carousel widget
Widget templates in the Admin Console
Search and SEO
Search engine optimization
Improve SEO with Robots.txt and the sitemap
Improve SEO with product metadata
Improve SEO with product page canonicalization
Deactivate SEO
Extend SEO catalog pages
Crawl product pages
Enable Google search console
Elasticsearch
Set Elasticsearch options
Add custom properties to the search index
Synonyms
Stopwords
Autocomplete
Autocorrect and Did You Mean
Search term redirects
Boost and bury search results
Search the search results
Indexes
Ngram index for partial matches
Rank search results
Localization
Currencies
Create a currency
Create multiple currencies
Create a currency conversion rate
Assign a currency to websites
Change the active currency symbol
Use a currency rating service
Provide ISO 4217 codes for currency
Troubleshoot multiple currencies
Multiple languages and translations
Create a language
Add a language
Preview a language
Change the language for specification tabs
Change the language for breadcrumbs
Change the language for variants and attributes
Translate fields
Translate URLs
Translation dictionary
Third-party extensions
InsitePlus SiteCore connector
Certona persona extension
Billtrust invoice management
Monetate persona extension
Customers and Users
Customers
Assign customers to users
Modify customer address fields
Manage guests
Users
Add users with an import template
Add users from the Admin Console
Set a user to add, edit, review, or approve content
Assign users to customers
Create a website user from the website
Configure user information and settings
Deactivate users
User security
Create custom roles for the Admin Console
Add a user to the Admin Console
Role permissions in the Admin Console
CMS role permissions
Manage passwords
Forgot password: Admin Console user
Forgot password: Website user
Update password: Console user
Update password: Website user
Field-level security by role
Email notifications
Admin console role-based security
User relationships
Website user administration
Reset a website user's password
Remember me setting
User role descriptions
Website role permissions
Use email address as the username
Work with the expired password link
Products
Attributes
Create an attribute
Create an attribute value
Assign attributes to a product
Assign attributes to categories
Import attributes
Filter website search results with attributes
Brands and Product Lines
Shop by Brands FAQ
Categories
Create a category dynamically
Create a category manually
Import categories by template
Sort product categories
Display featured image or banner
Product content
Create a product
Add documents to products
Add product accessories
Add product images
Import products
Manage inventory
Real-time pricing and inventory tracking
Manage product inventory
Add products with multiple units of measure to a wish list
Assign an alternate warehouse
View inventory availability by warehouse
Modify the low stock setting
Warehouses
Create a warehouse
Assign a warehouse to a product
Units of measure
Pricing
Crossed-out pricing on the website
Configure the price matrix
How price matrix gathers/prioritizes records
How price matrix performs calculations
Price matrix field definitions
Unit cost
Product configurations
Create a selectable configuration
Create fixed configurations
Advanced configurator
Product variants
Work with variant product parent/child relationships
Product recommendations
Assign a product to another product as a product cross-sell
Assign products as a web cross sell
Cross sells overview
Cross sell setup
Restrictions on products, groups, and behaviors
Revisions
Edit a revision
Approve or publish revisions
Delete a revision
Specifications
Subscriptions
Orders
Manage budgets
Set up budgets
Maintain budgets
Review budgets
Manage lists
Share lists
Wishlists (purchase lists)
Schedule email reminders for list reordering
Approve orders
Set up order approval
Assign order approver from the Admin Console
Submit and approve an order
Manage orders
Cart history and order history
Order an invoice history
Order status mapping
Cancel an order
Cancel order settings
Reorder previously submitted orders
Order notes
Request a specific delivery or pickup date for an order
Resubmit an order to the ERP
Reorder from order history
Payments
Configure tax computation
Credit a transaction
Limit credit transactions
Saved credit cards
Submit a new transaction
Set aging accounts receivable
Allow purchase orders on a website
Payment methods
Create and assign payment methods
Promotions
Itemized discounts and promotions
Manage discount and promotional displays
Promotion rule types descriptions
Promotional result type descriptions
Set, create, and manage promotions
Quick Order and Order Upload
Set order upload
Submit an order using order upload
Request for Quote (RFQ)
Configure Request for Quote
Examples of Request for Quote notifications and messaging
Sales representatives
Create a sales representative
Job quotes
Require a product to have a quote
Work with the quote calculator
Requisitions
Authorize merchandise returns
Shipping and fulfillment
Create a carrier
Create carrier services
Create a carrier package record
Create flat-rate carrier services
Create additional charges for a shipping service
Add weights to products
Assign carriers to a website
Configure FedEx carrier record
Configure UPS carrier record
One-time ship-to address
Order packager
Shipment tracking
Create a vendor
Will call and store pickup
Troubleshoot FedEx and UPS rating services
Shopping cart
Cart assignment setup
Cart status definitions
Saved orders and abandoned carts
Remove all items from cart
Move cart items to a saved order
Send a reminder to a customer with an abandoned cart
Taxes
Configure tax computation
Tax exemptions
Set the dual-rate tax calculator
Platform Guides
API
Admin console API tester
Admin API architecture
Avalara tax calculation API call
Sample C storefront API Visual Studio project
Architecture
Database definitions
Add custom database scripts
Configure SMTP for email services
Improve website performance
Upgrade the database to 4x
Content Manager
Widget attributes
Widget properties
Configure STFP client through a proxy
Data Model
Self-managed start with Configured Commerce
Handlers
Bill Tos
Accounts
Autocomplete
Budget calendar
Budgets
Categories
Catalog pages
Cart
Dashboard panels
Invoices
Dealers
Email
Job quotes
Order approvals
Messages
Products
Orders
Realtime inventory
Quote
Realtime pricing
Sessions
Requisitions
Settings
Websites
Wishlist
Helpers and utilities
DateTimeProvider
DefaultDateTimeProvider
DateSetTableColumnNames
IAuthenticationService
ICookieManager
ISiteContext
IJobLogger
IUnitOfWork
MessageProvider
Performance tuning
Pipelines
Account
Budget
Cart
Etag cache
Catalog
Customer
ConfigureIndexSettings
Inventory
Pricing
HTML redirect
Request for quote
Requisition
Search
Wishlist
Search architecture
Security - Platform
Use email address as the username
Lockout settings for a user account
Restrict access to the Admin Console
iFramed credit card processing for SDK
Timeouts and passwords
Use Case Guides
API
Use APIs in conjunction with promotions and discounts
Use Fiddler to interact with the API
Content management use cases
Add instructional text to checkout address page
Create a customized product widget
Create a subtitle widget
Custom widget attributes
Create a custom template
Handlers and helpers associated with custom address fields
Include warehouse availability on product detail page
Migrate from Razor to DotLiquid
Work with DotLiquid
Configured Commerce modules
Create custom module settings
Add handlers to return custom properties to a service
Rule type option for CMS variants
Tables with an entity and WebAPI
Review application logs
Elasticsearch
Security - use cases
Themes
Theme configuration file
Override TypeScript ControllersperTheme
Override AngularJS controllers
Add a custom property filter to order history
Extend Configured Commerce
Directives (partial views)
Extend or override existing Angular functionality
Theme performance
Layout sections
Layout templates
Page templates
Navigation menu
Widgets
Verification and debugging
Connectors and Integrations
ERP connectors
InsiteConnect for IFS reference
InsiteConnect for Prophet 21 guide
InsiteConnect for Prophet 21 reference
InsiteConnect for SX.e (v10) guide
InsiteConnect for SX.e (v10) reference
Payment gateway connectors
Configure the test dummy gateway as the payment gateway
InsiteConnect for Authorize.Net
InsiteConnect for CardConnect
InsiteConnect for CenPOS
InsiteConnect for CyberSource
InsiteConnect for Moneris
InsiteConnect for Orbital
InsiteConnect for Payeezy
InsiteConnect for PayflowPro
InsiteConnect for PaypalExpress
InsiteConnect for Stripe
InsiteConnect for Vantiv
InsiteConnect for VantivExpress
Integration connections and jobs
Integration permissions
Run an integration job manually
Run a report integration job
Configure an integration job to add products and categories and map products to categories
Configure a custom order submit integration job
Manually configure integration jobs
Create a nightly maintenance job
Create integration jobs
Product attributes refresh integration job
Export data integration job
Product refresh integration job
How WIS executes real-time invocations
Remove deleted child records integration job
Troubleshoot integration job failures
Troubleshoot delta datasets
PIM and MDM connectors
inRiver (IR) and Configured Commerce integration strategy
PunchOut connectors
Extend the PunchOutOrderRequestParser
Hidden website features
Navigate order request logs
PunchOut testing with Chrome add-in
PunchOut integration partner pre-work
PunchOut cXML integration project lifecycle overview
1. PunchOut process and design overview
2. PunchOut cXML Configuration and data requirements
3. PunchOut setup request and response
4. PunchOut order message (cart information)
5. Order request message (purchase order)
AcceptPriceProvided
CanModifyOrder
CreatePunchOutOrderRequest
CreateItemOutOrderLine
CreateOrderRequestCustomerOrder
CreateSetupRequestCustomerOrder
CreatePunchOutProfiletransactionRequest
CreatePunchOutSession
CreatePunchOutOrderRequestItemout
Create an automated email for failed orders
GetItemOutPricing
GetItemOutProduct
GetOrderRequestCurrency
GetOrderRequestCustomer
GetPunchOutSession
GetSetupRequestCustomer
PoRequisitionHandler
OrderRequestHandler
ProfileTransactionRequestHandler
SetPunchOutSession
SessionRequestHandler
SetupRequestHandler
ValidateCredentials
ValidateXML
Tax connectors
InsiteConnect for Avalara
InsiteConnect for CyberSource
InsiteConnect for Vertex
Integration Processors
Create a custom integration processor for order submit
Configure the sitemap integration postprocessor
Rebuild the product search index
Plug-ins
Use plug-ins
Use real-time pricing
Windows Integration Service - WIS
Overview of integration technology
Configure the WIS
Record WIS logging settings
How the WIS executes real-time invocations
Install the WIS
Prepare the hosting environment for the WIS
Suggest
Describes website role permissions in Optimizely <<product-name>>.
The following table illustrates the role permissions users have when accessing the website:

Choose File…
