Manually set up a website to submit an order

  • Updated

Although integration with an ERP or other platforms handles most implementation work, you can perform much of Optimizely Configured Commerce's functionality 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. You can then build other areas of functionality.

  • Configured Commerce sets Currency, Language, Country, and State by default. However, Optimizely recommends that you go through these steps manually.
  • This article assumes the website has already been installed.

Steps

  1. Create a new currency and assign it to a website.
  2. Create a new language and assign it to a website.
  3. Create and assign a state and countries.
  4. Create and assign a carrier.
  5. Create carrier services.
  6. Create a customer.
  7. Create website users.
  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 and assign products.
  12. Rebuild the Product Search Index.
  13. Complete the checkout process to validate.