Begin your journey to a fully functional online store

These are the foundational settings you should organize before adding products.
While you can add products without setting them up first, you'll likely need to go back and update each product once categories, brands, and product options are configure, so it's better to get those set up first

Defining Payment Methods

Choose how your customers will pay.
Configure secure and convenient payment options, including credit cards, PayPal, Stripe and other gateways.

Cart -> Configuration -> Payment

Setting Up Product Categories

Organise your products for easy browsing.
Create logical categories to help customers navigate your store and find what they’re looking for faster.

Cart -> Configuration -> Category

Shipping Settings & Logistics

Set delivery expectations and costs.
Establish shipping zones, methods, and rates to ensure smooth order fulfillment across regions.

Cart -> Configuration -> Shipping

Setting Your Pricing Rules

Control how your products are priced.
Decide whether your product prices will include or exclude tax, and choose how you want those prices to be displayed to customers.

Cart -> Configuration -> Tax

Adding Product Options & Variants

Handle product customizations with ease.
Set up option types like size, color, or material, and create variants that let customers choose what suits them best.

Cart -> Configuration -> Global Options

Creating and Managing Brands

Showcase the brands you carry.
Group your products by brand to boost credibility and make it easier for loyal customers to shop their favorites.

Cart -> Configuration -> Brands

How to assign Payment Methods to Account Group

You can now assign specific payment methods to account groups.

This allows you to control how payment options are shown at checkout, for example:

If a customer is in the INVOICE group, when they reach the checkout no payment is required. Instead, the payment method will automatically display as INVOICE Account.
If a customer is in the QUOTE ONLY group, no payment is required at checkout. The only available payment method will be QUOTE ONLY.
For all other customers, the standard payment methods will be available as usual.

Inside Cart > Payment > Invoice

Set to Account > Once set and saved, it will show in the account groups

What are the basics to start adding products?

Before you start adding products, there are a few basics you need to cover: Categories, Product Options, and Brands. Setting these up first will make it much easier to add products without needing to go back and edit them later.

1. Setting Up Product Categories

Cart -> Configuration -> Category

Steps to Organise Product Categories

List Your Main Product Types

Identify your core product groups (e.g., Furniture, Clothing, Electronics).

Break Down Into Subcategories.

Under each main category, list logical subcategories (e.g., Sofas, Dining Tables, Office Chairs under Furniture).

Keep It Simple and Intuitive.

Avoid overcomplicating the structure. Limit levels to 2–3 tiers deep so customers don’t get lost.

Group by Purpose or Use

If relevant, organize by how the product is used (e.g., Outdoor Lighting vs. Indoor Lighting).

Avoid Duplicate or Overlapping Categories

For example, use Lighting - Indoor and Lighting - Outdoor instead of repeating “Lighting” in multiple places.
This helps keep your structure clear and less confusing.

Review and Adjust Regularly

As your catalog grows, revisit your category structure to make sure it still makes sense.

2. Adding Product Options & Variants

Cart -> Configuration -> Global Options

Steps to Organise Product Options

Identify Common Product Variations

Start by listing all the ways your products vary, such as Size, Color, Material, or Finish.

Create Standard Option Types

Group similar attributes under clear option types (e.g., Size with values like S = (Small), M - (Medium), L= (Large), XL = (Extra Large)).

Keep Naming Consistent and Clear

Use simple, customer-friendly names. Avoid technical terms unless necessary.

Use Shared Option Sets Where Possible

If multiple products use the same set of options (e.g., T-shirts and hoodies both using Size), reuse them to save time and ensure consistency.

Avoid Overloading Products with Options

Only include relevant options per product to keep the selection process simple for your customers.

If Duplicate Option Names Are Needed, Add Context

To avoid confusion, add the parent product or category name (e.g., Colour - Cushions and Colour - Lamps) when using the same option label across different product types.

Preview Product Pages

Check how options appear on product pages to ensure they’re user-friendly and intuitive to select.

Update as Needed

As your product range evolves, regularly review and refine your options to match customer expectations.

3. Adding Product Brands

Cart -> Configuration -> Brands

Steps to Organise Product Brands

List All Brands You Carry

Start by compiling a list of all the brands you offer in your store.

Use Brand Names Consistently

Always use the official, full name of the brand for clarity and consistency. Avoid abbreviations or variations unless the brand itself uses them.

Add Brand Logos (Optional)

If possible, include brand logos alongside their names to enhance recognition and improve the visual appeal of your store.

Link Brands to Products

Ensure each product is linked to its respective brand to help customers filter by brand easily when browsing.

Avoid Brand Overlap

Make sure there are no duplicated brands (e.g., "Nike" and "nike") to avoid confusion.

Update Regularly

As you add new brands or discontinue others, make sure to update your store’s brand list to keep it current and accurate.

Now You Can Start Adding Your Products

With your categories, product options, and brands set up, you’re ready to begin adding products to your store.
Follow these steps to ensure each product is properly configured and ready for your customers to browse and purchase.

How to Setup Wholesale Account

Step 1: Set up a pricing Level for Wholesale clients.

Cart > Configuration > Prices Level

Add a new price level, call it Wholesale

Set the Default Price Level - You have 3 ways of doing this

Manual Price list: This is a setup product variant
Cost Price (Best model to use): Marked up from Cost Pricing
Public Price: Marked down from public pricing

As per the example below

Step 2: Save and Exit

Step 3: Create a new account type for Wholesalers

Cart > Configuration > Accounts > List Account Groups

Edit the Public Trading group. If there isn't a Wholesale group already there, then add new group.

Group Details: