Merchant Quickstart Guide


  1. Below are the minimum number of steps required to configure Znode.
  2. Follow the steps before in the sequence listed for the first Znode Store Setup. Check out the Znode 9 Store Setup article for additional information.
  3. Only the initial setup requires this exact sequence.
  4. After these steps, non-critical areas of Znode will still need to be configured based on individual customer requirements.

Log in to the Dashboard

To login secure access to Znode

  1. Open a web browser to the URL where should be replaced with your storefront’s domain name.
    Note: If the website is installed on your local machine, then the domain name should be “localhost”.
  2. Log in with your credentials.

Add Media for Products

Upload Media Assets, such as Images, Audio, Video, and Documents, for all Stores: including for Products, Widgets, and Content Pages,

Navigate to: Dashboard > DAM > Media Explorer 

  1. Create a taxonomy for Media Assets
  2. How to Upload Media

Add Products

Creating multiple Products for Stores.

Navigate to: Dashboard > PIM > Products > "Add New" button

  1. Select Family and Product Type details from the drop-down.
  2. Enter relevant details and click <Save>.
  3. Repeat steps 1-2 for all Product Types.

Note: Also associate Add-On Groups, Personalizable, Custom Fields, Links, and/or videos to Products.

Add Categories

Categories are broad groups of Products in the storefront.

Examples of a clothing store might include “shoes” and “women’s clothing.”

  1. Dashboard > PIM > Categories > "Add New" button.
  2. Select Category Family from the drop-down.
  3. Enter relevant details and click <Save>.
  4. Click <Associate Products>, then associate Products to Categories
  5. Repeat steps 1-4 for all Categories.

Add Catalogs

Catalogs are groups of all categories that apply to a single storefront.

Catalogs may be used in more than one storefront, and each category may be present in more than one catalog.

  1. Dashboard > PIM > Catalogs > "Add New" button
  2. Enter a catalog name and click <Save>.
  3. Create Categories hierarchy from "Manage Catalog" action and associate Products to Categories.
  4. Click on Publish to see the changes on the Webstore.

Add Tax Classes and Rules

Tax classes define broad categories of taxable items (such as durable goods or food). Tax rules specify the tax rates by jurisdiction for each tax class.

  1. Dashboard > Admin > Taxes > "Add New" button
  2. Enter relevant details and click <Save>.
  3. Click the "Add Tax Rule" button.
  4. Enter relevant details and click <Save>.
  5. Associate Products to the newly created tax rule.
  6. Repeat steps 1-2 for all tax classes and steps 3-4 for all rules within each class.

Add Shipping Options and Rules

To define the types of shipping services you use, weight tiers, and associated costs.

  1. Dashboard > Admin> Shipping > "Add New" button.
  2. Enter relevant details and click <Save>.
  3. Click the "Add the Associated Rules" button.
  4. Click on the "Add New Rule" button, enter relevant details, and click <Save>.
  5. Repeat steps 1-2 for all shipping options and steps 3-4 for all rules within each option.

Add Payment Options

To define the types of payments each store will accept, such as credit card, purchase orders, PayPal, etc.

  1. Dashboard > Admin > Payment Methods > "Add New" button.
  2. Enter all relevant details and <Save>.
  3. Repeat steps 1-2 for all payment options.

Add Pricing Engine List

To define the different pricing for the product like Retail, Sale, and tier price. One pricing engine can be used in many stores.

  1. Dashboard > OMS > Pricing Engine > "Add New" button.

  2. Enter all relevant details and <Save>.

  3. From the Associated SKU page, Click on the Add New button.

  4. Browse and Select SKU. Enter different pricing and click on <Save>

  5. Repeat steps 1-2 for different pricing engines and steps 4 for the remaining products.

Add New Warehouse

The warehouse is the storage facility for the product for distribution to the customer.

  1. Dashboard > OMS > Warehouses > "Add New" button.

  2. Enter the relevant details and click on the <Save> button.

  3. Go to the Associated SKU. All the associated Products are displayed.

  4. Repeat steps 2-3 if multiple Warehouses are available.

Add Inventory for Products

To define and track the Inventory level for the product. All the inventory of the product will be managed here that will help to sell the items for the store.

  1. Dashboard > OMS > Inventory > "Add New" button.

  2. Browse and Select the SKU.

  3. Enter the remaining details and click on <Save>

  4. Repeat steps 2-3 for the remaining products.

Manage CMS

In the CMS section, the administrator can configure Content pages, Content Blocks, Banners, Email templates, Themes, etc. It will be used while Website configuration.

  1. Dashboard > CMS

  2. Upload Theme

  3. Add Content Pages

  4. Add Content Blocks

  5. Configure Email Templates

  6. Create Slider Banners

Add Store

To create and configure the store by clicking on the relevant tabs and entering the required details (minimum one URL and an Anonymous Default Profile and Default Registered Profile).

  1. Dashboard > Stores and Reps > "Add New" button.

  2. Enter the relevant details and click on the <Save> button. Manage page is displayed.

  3. Configure the store by clicking on the relevant tabs like URL, Profile, Display, Units, Countries, Shipping, Locale, SMTP.

  4. Associate Pricing at Store Level OR Profile Level.

  5. Associate Default warehouse to the store.

  6. Configure Website (It includes Store Logo, Banners, Home Page products, Footer Links, Social Media Links, etc)

  7. Publish Store

Search Index

A search index for products and CMS content is created automatically when you publish the catalog and/or CMS content. An index can also be manually created and configured as well. Products and content will only show up on the store after the indexes are created.

  1. Dashboard > Marketing > Site Search

  2. Select the store from the drop-down.

  3. Enter the Index Name and click the <Create Index> button.

  4. After completion of the index, published data will be displayed on the website.

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