Store Set-up Guide

TABLE OF CONTENTS

In the steps below, Administrators learn the most optimal path to getting a store set up and configured in Znode.

Before Creating a Store

Some of what goes into the Store can be created before the Store exists.

  • Customize a Theme to create a unique front-end experience.

  • Create the Products for the Store

  • Create Categories and associate Products with a Category.

  • Create a Catalog and Associate Categories with the Catalog.

Note: Some of what goes into the Store can only be created after the Store is created. The following are the details that help Administrators complete a Store set up.

Step 1: Create a Store

Navigate to: Stores & Reps > Stores >  "Add New" button

First, add the required General Store Details including the Store Identity fields and the Store Contact Information. Then, use the "Save" button to save progress. The page reloads with action confirmation.

Administrators can set up additional Store settings from their Stores tab menus. The Store is created but still incomplete. Administrators need to create some additional information prior to making the store live.

Step 2: Create Before Next Steps:

This is an "in-between" step. Some of the things which are used to build a Store can only be made after the Store has been created. Here's a list:

  • Create User Profiles

  • Create a Price List

  • Create a Warehouse and Associate Inventory

  • Create and Associate Shipping Methods

  • Create and Associate Payment Methods

Step 3: Set Up a Store

Navigate to: Stores & Reps > Stores > "Manage" action

Administrators would need to navigate through the Store tab menus for each "To-Do" list item.

Store Setup To-Do List

How to Manage Store for Store Setup

  • URL Tab - Associate a Domain with the Store

  • Profiles Tab - Associate unassigned User Profiles with the Store

  • Price List Tab - Associate a Price List with the Store

  • Inventory Tab - Associate a Warehouse with a Store

  • Shipping Method - Associate a Shipping Method with a Store

  • Payment Method - Associate a Payment Method with a Store

Step 4: Configure Store Experience

Navigate to: CMS > Store Experience

Administrators can configure general, store-specific visual settings (such as a Store's Favicon, Website Logo, Website title, etc.) and Widgets.

What are Widgets? Widgets are reusable blocks of code that can be modified without the help of a developer that serve various functions. A "Configure" button will indicate which widgets are configurable. If a Widget does not have a "Configure" button, it is not configurable.

  • Example: Advertisement Banner widget can be used/reused to display a "Deal of the Day" or "Black Friday" sales from a Stores homepage.

  • For more information on Widgets

Store Experience Configuration

Administrators need to navigate through the Store Experience tab menus for each "To-Do" list item.

Before getting started and based on your requirements, you may need to create these items to configure widgets:

  • Create Brands for Brand List

  • Create Banner Sliders for Slider and Advertisement Banner.

Tab

To-Do

Website Logo

Select Website Logo and Favicon images. Enter details for Website Title

Home Page

  1. Select Banner Sliders for Slider and Advertisement Banner Widgets.

  2. Select Products to associate with New Arrivals and Home Page Specials Widgets.

  3. Select Categories to associate with Category List Widget.

  4. Select Brands to associate with Brand List Widget.

Footer Section

Add details for Social Media, Help Section, Store Info, and Payment Gateway Widgets.

Display Setting

Select a Default Image. If required, add details for Auto Image Resize Settings.

Product Page

Select the PDP template for each Product Type. By default, Administrators can choose "Big", "Medium", and "Small".

Preview Store

Navigate to: Stores & Reps > Stores > "Preview" action

 Administrators can preview the webstore before publishing by using the "Preview" action. The Preview link is only to launch a Webstore from the Site Admin. Non-published changes will not be seen using Preview.

  • At a minimum, a URL must be assigned to a Store before the "Preview" action can be used.

  • Once all Store Setup is done and a Store is Published, the Administrator can launch a Webstore using the Preview link.

Step 5: Publish Stores

Navigate to: Stores & Reps > Stores > "Publish" action

"Publish" initiates an update to the application server with Store, Product, or Catalog information so it can be displayed on the front-end of the webstore. Anytime an administrator makes a change to a Store, Product, or Catalog, Customers will not see these changes unless the store is published

Note: A Store must be published before the Store Setup is complete.

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