Tips for configuring the store

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When you start working on your on-line store, sort your tasks to benefit from their order. On this page, you can find useful tips for configuring the E-commerce Solution.

Before working on the site

  • Set which global objects and settings you want to use.
    • If you do not plan to use a multi-site store running on one Kentico instance, it is recommended to use only site objects and settings.
  • Create at least one currency and select it as the main currency.

    • You also probably need an exchange table.

      Generally, there are only two cases when you do not need to create an exchange table:

      • You use only one global currency (and no site currencies).
        -OR-
      • You use only one site currency and you do not use any global object (for example, global product or tax class).
  • Set the type of rounding that the system uses for price values when calculating taxes or discounts, converting currencies, etc.
  • Set up the mass unit and its format.
    • If you do not set up the mass unit, store managers can then set weight of products in a wrong unit (as they will not see any unit by the field) and shipping options may work incorrectly.
  • Create at least one order status to be able to create orders.
  • When creating transformations with listing of products, use a shared transformation in a site page type container to use the same code among transformations.
  • Create at least one shipping option to be able to ship products.
  • Create at least one payment method and assign it to at least one shipping option to allow payment for orders.
  • Configure the settings related to tax matters:

    • Set the Default country for tax calculations

    • Choose whether Prices include tax – this determines how store managers set the prices of products.

      Note: Changing the value of the Prices include tax setting at a later point may require you to update the prices of all existing products, options, variants, etc. The system does not automatically recalculate prices or any existing orders.

  • Configure the invoice.

    • Before creating page types

    • When creating form controls of page types, use the explanation text for fields that could be unclear.
      • The explanation text is displayed directly below the field.
    • Set up a page type scope to ensure order and clarity of your products.
      • The page type scope allows users to create only specified page types inside the currently edited page section. For example, in the Books section of your on-line store, you can set the scope only for Books page type.

    Before adding products

    • Enter the default product image.
      • If you do not enter any default product image URL, products in product listings could be displayed incorrectly.
    • Create departments with defined taxes.
      • The system then automatically adds taxes to new products.
    • Enter the relationship name of products for related products, if you plan to allow only one relationship.
      • The system then forbids to create relationships between products and unwanted pages.
    • When adding a product options category to products, it is recommended to manually select the options and not use the Allow all options property.
      • If you select Allow all options, any new option added to the option category will be also offered for the already created products.

    Using on-line marketing features in on-line stores