Merchant Quickstart Guide

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  • The following steps are the minimum number required to configure Znode.
  • Follow the steps before in the sequence listed for the first Znode Store Setup. Check out Znode 9 Store Setup article for additional information.
  • Only the initial setup requires this exact sequence.
  • After these steps, non-critical areas of Znode will still need to be configurated based on your individual requirements.

Task Procedure
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. Login with your credentials.
Add Media for Products Upload Media Assets, such as Images, Audio, Video and Documents, for all Stores: includes for Products, Widgets, and Content Pages,
Dashboard > DAM > Media Explorer 
  1. Create a taxonomy for Media Assets
  2. How to Upload Media
Add Products Creating multiple Products for Stores.
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 Type.
  4. 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 for 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 the Publish to see the publish data on 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 "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 "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 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 engine and steps 4 for remaining products.
Add New Warehouse Warehouse is the storage facility for the product for the distribution to the customer.
  1. Dashboard > OMS > Warehouses > "Add New" button.
  2. Enter the relevant details and click on <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 remaining products.
Manage CMS In CMS section, admin user can configure Content pages, Content Blocks, Banners, Email templates, Themes etc. It will be use 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 <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 Website
Search Index To create index for the store. After creating index published products will be displayed on Webstore.
  1. Dashboard > Marketing > Site Search
  2. Select store from the drop down.
  3. Enter Index Name and click <Create Index> button.
  4. After completion of the index, publish data will be displayed on website.

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