Setting up your eCommerce site with Inform ERP is easy, but does involve some preparation and decision making. You can perform the first 4 steps in any order, but make sure you consider them all.
To help you keep track of the tasks, you can print this eCommerce site checklist.
- Set up your company eCommerce site
DDI provides interactive tools to make your initial website setup fun and easy. You can customize one of the out of the box homepage templates, set up colors, and add tag lines and logos. You can also add custom pages and options to your homepage.
- Build your product pages
By default, all products are configured to be included on your eCommerce site using the pricing and data from your Inform ERP database. In this step, you can choose which products to include/exclude and set up categories to make them easier to find. You can add links to additional data, enable options and accessories for upsell opportunities, and configure substitutes for out of stock products. You can decide how to display inventory and even integrate content for third party vendors.
- Configure global site settings
Once your pages are setup, you can jump into the eCommerce configuration to set order defaults, ship via options, and product availability.
- Manage customer accounts
Before customers can place orders and take advantage of eCommerce's many features, they need to have an eCommerce account set up in the Inform Customer Master. You can set global customer options, anonymous user options, and configure order limits based on a customer's ship to location.
- Shop with eCommerce
Become an expert shopper on your site so you can support the customer traffic that's soon to come!
- (Optional) Add B2C retail
Enable business to consumer retail shopping on your eCommerce site!
Note: Although you can do the bulk of the configuration any time, before you can go live, you'll need your local IT Support staff to make sure the right hardware and software is installed and configured, set up and secure your domain, and set up email. See Appendix: eCommerce setup and requirements for IT