Manually set up B2B Commerce to submit an order

Although the majority of implementation work is managed through integration with the client's ERP or other platforms, much of Optimizely B2B 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.

  • B2B 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. 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) https://b2bcommercesupport.episerver.com/hc/en-us/articles/115001795946-Configurable-Customer-Address-Fields
    • Set as Ship-To (must have ship-to for checkout process otherwise you�ll have to create new) https://b2bcommercesupport.episerver.com/hc/en-us/articles/115001795946-Configurable-Customer-Address-Fields.
  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.