Manually set up a website to submit an order

  • Updated

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.


  1. Creating a new currency, Create and assign a currency
  2. Creating a new language , Create and assign a language
  3. Create and assign a state and countries
  4. Create and assign a carrier
  5. Create carrier services
  6. 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�ll have to create new)
  7. Create and assign website users
    • Website Users must be assigned to at least one customer.
    • Website Users must be assigned to at least one website
  8. Activate user (Send Activation Email)
    • Email stored in c:\Temp by default
  9. Create and assign a payment method
  10. Create and assign a product
  11. Create a category
  12. Assign products to a category
  13. Rebuild the Product Search Index - go to the Admin Console > Marketing > Search > Indexing, and select Rebuild All
  14. Complete the checkout process to validate.