Welcome to Commerce7!
There are 7 steps to complete in order to get setup with Commerce7 NOW. Follow this list to get up and running in no time. Simply click the link on the step you want to complete to get more information on how to complete it.
Following this list will also get you more comfortable and familiar with the platform.
If you have any questions - email firstname.lastname@example.org
1. Setup Your Payment Gateway.
Setting up your payment gateway account is how you'll be able to receive payment from your customers when they place orders. If you're based out of America, Canada, Australia or New Zealand, please continue reading the instructions below. If you're based in a different country, please reach out to email@example.com
How Do I setup my Payment Gateway Account?
To get started on setting up your payment gateway account, contact our amazing rep Eric Mayling at firstname.lastname@example.org. Eric is going to ask you a few questions related to your business, and will start the process to have your account approved and created with Card Connect or Payment Express/Windcave (our sole payment gateway partners).
The setup process may take a few hours to a day, so while you wait for your account to be created we'd recommend continuing with the rest of the setup outlined below.
Once you have your gateway account setup, you will add your account details to Commerce7 settings.
Adding CardConnect Account Details to Commerce7
Once your Payment Gateway account has been setup, you should have received your username, password and Merchant ID from CardConnect via email. These are your API Credentials and you will need them to complete the connection to Commerce7. If you don’t have these details, please contact email@example.com.
Step1: Click on Settings > General in the Commrerce7 Dashboard and scroll to the bottom section called Payment.
Step 2: Enter the API credentials sent to you from CardConnect (You should have received a Username, Password & Merchant ID (MID)).
Step 3: Click Save
Adding Payment Express/Windcave Account Details to Commerce7
You will need your API username and Password to complete the integration with Payment Express/Windcave. If you don’t have your API username and password, you can contact Eric Mayling to get these details.
1. Navigate to Settings > General > Payment
2. Click the pencil icon to edit the fields and add your API username and password. Click Save.
Congratulations - the first setup step is complete!
2. Configure Your General Settings
The General Settings section of Commerce7 is where you'll go to upload your logo for your webstore, and set your default winery information that will appear on your webstore.
Step 1. Click on Settings > General in Commerce7.
Step 2. Upload your logo to your webstore. Click the "upload image" button, and select an image from your computer.
Step 3 (OPTIONAL). Change your button color on your webstore. The button color is the color that will appear on any buttons on your site (purchase buttons, next page buttons, etc).
To change the button color, you will need to enter a hexcode of the color you'd like to use. If you're not sure what hexcode to use, this site can help you select a code/color.
Step 3. Click "save" when you are finished.
3. Add Additional User Accounts
If any of your colleagues working with you will need access to Commerce7, you can set them up with an account.
Step 1. Click on Settings > Accounts in Commerce7
Step 2. Click on "Send Invite"
Step 3. Enter your colleagues email address, and in the "role" field, select "admin owner". Click "send invite" when you've entered the email address and selected "admin owner".
4. Setup Your Product Collections
Collections are customizable groupings of products (white wines, red wines, merchandise, etc) are all examples of common collections.
Each collection you create will have it's own page on your webstore and we'll be selectable from the dropdown menu on your webstore.
By default, we've populated your account with the following collections
- Homepage (products on your homepage).
- White Wines
- Red Wines
The White and Red Wines collections are dynamic collections. This means that any white or red wine product you create, will automatically be added to the appropriate collection.
Creating Additional Collections
To create new collections, in Commerce7 navigate to Store > Collections and click "Add Collection".
Give your collection a title and optionally give it a brief description. Click "Add Collection" when you're finished.
Your new collection has been created and a page has been added to your webstore!
To remove an existing collection, in Commerce7 navigate to Store > Collections, and click on the collection you'd like to remove.
Your collection has now been deleted and the associated page has been removed from your webstore.
5. Setup/Add Your Products
To create a product that you'd like to sell on your webstore, in Commerce7 navigate to Store > Products.
You'll see a few example products that you can pull inspiration from if you'd like.
To create a new product - click "Add Product" and select "Wine"
On the product creation page, you'll see a lot of fields that can be filled out.
Don't worry - many of these are optional and don't need to be filled out.
The fields that are absolutely required are:
- Title - the name of your wine.
- Photo - A picture of your wine. (Need help with a bottle shot? speak with our friends at Outshinery).
- Variant Title - the name of your wine
- SKU - the SKU of your wine (If you're not sure what to put here, put an abbreviated name for your product. If your wine is a 2018 Cabernet Sauvignon, your SKU could be 2018CS).
- Price - the price of your wine
- Volume - the bottle size of your wine (750ml, 1.5L, etc).
- Weight - the weight of your bottle (this will be used to calculate shipping rates)
Once you've filled out all the required fields - navigate to the right side of the product creation screen and put your product into one or more collections.
(Remember, you won't see the default Red or White wine collection here because those are dynamic collections and products are added automatically to these collections).
A product in a collection will show up on the collections associated page on your webstore.
Fill out some basic information about your wine such as the type, country, vintage, etc.
Once you've added all information, scroll to the bottom of the page and click "Add product"
6. Configure Your Operating States
Next, specify which states you're going to ship wine to. You should only ship wines to states you have a license to ship to.
In Commerce7, navigate to Settings > Countries/States. Click the pencil icon next to "United States".
Select all states you states you have a license to ship to. Deselect all states you do not have a license to ship to. Click "Save" when your operating states are correct.
7. Setup Your Shipping Rates
Next, specify how much you are going to charge your customers for shipping.
To get started, first navigate to Settings > Shipping. Then set up shipping zones. A shipping zone is a customized grouping of states or countries that will all share the same shipping options. For example, if you are charging the same shipping rates to customers in Washington, Oregon, and California, you would group these states together in one "zone" and label something like "Western USA". How you build and label these zones is up to you.
To create a zone, click "add shipping".
Title your zone however you'd like.
Hit continue, and then select the regions that will belong in the zone. To do this, click "Show States" next to "United States" and check the states that will below to your new Zone. Please note: a region (country or state) can only belong to one zone. You cannot have a state belong to two zones at the same time. For example, if California is in your "western zone" you cannot also place it in your "Pacific" zone.
After you've selected the states, countries, or provinces that will be in your zone, click continue.
In step 3, you can build the options that will be offered to customers who are shipping to your new zone.
You can include multiple shipping options in one zone. To create an option, enter a title. This title will be consumer facing and should match up with the shipping service you're providing to your consumer. Examples of titles would be "Overnight, Three Day Air, Ground".
After entering a title, you can enter a sort order. This is a numerical value that determines the order shipping options appear in for your customers. The option with sort order "1" appears at the top of a consumers list of choices.
Next, you can enter in the option code. If you are not planning to connect Commerce7 with a fulfillment house, do not worry about what text you put into this field. If you are integrated with ShipCompliant, or are using a ShipCompliant level 1 pass-through account to reach your fulfillment house, it is extremely important the code is an EXACT match to the fulfillment option's code in ShipCompliant.
If you're not planning to connect to a fulfillment house, this is a required field, but you can enter any text in the "code" field.
There are two ways to set up shipping rates in Commerce7.
- Flat Rate
- By Weight
To set up flat rate shipping in Commerce7, in the "to weight in pounds" field enter "100,000". In "price" enter your flat rate price. For "wrapping shipping" select "yes".
To set up a shipping service by weight, in the "to weight in pounds" field enter your first weight cutoff, for example 5 pounds. In the "price" field, enter in the rate you want for orders equal to or less than the specified weight.
Using the example above. When an order is less than or equal to 5 pounds, a customer will be charged $15. When an order is 5.1 - 10 pounds, a customer will be charged $25. When an order is 10.1 - 15 pounds a customer will be charged $30.
What happens when an order weighs above 15 pounds depends on how you set up your "upper end" settings.
For your "upper end" settings, you can either turn wrapping on or off.
If wrapping is on or set to "yes", when an order's weight is above the last set option, the system will calculate the shipping rate by adding the existing options together to find the cheapest solution. Using the example above, if an order had a total weight of 20 pounds, the system would add the 15 pounds = $30 and 5 pounds = $15 options to calculate a 20 pounds = $45 option. If an order had a total weight of 25 pounds, the system would add the 15 pounds = $30 and 10 pounds = $25 option to calculate a 25 pounds = $55 option.
If you have wrapping off or set to "no", you can specify a charge to add to orders that go above your final weight option based on a per pound basis. For example, you can state that for every additional 5 pounds, $5 will be added to the shipping charge. Using the example above, a 20 pound order would cost $35, and a 25 pound order would cost $40.
Click "Save Shipping Service" when you're done.
8. Configure Your Webstore
Time to make a few more adjustments to your website such as deciding if it will include a page for a visitor to signup for your club(s), or what information you'll put in the "contact us" page.
Step 1. Click on Settings > NOW Template
Step 2. Click on the pencil icon next to "general" and if you'd like to include a club page, reservation page, and/or area for visitors to subscribe to your newsletter, check or uncheck the boxes accordingly.
Step 3. Decide what collections you'd like to have on your webstore, and the order they'll appear in. Click the pencil icon next to "Menu" and add and remove collections. Drag on drop collections to sort their order.
Step 4. Adjust the text that will appear on the "contact us" page of your webstore. Click the pencil icon next to "contact us" and write in your contact information.
Step 5. (Optional) Adjust the link color on your website, and change the fonts on your website. Click the pencil icon next to "advanced" to change these settings.
You can use any font listed on this site. https://fonts.google.com/ After finding a font you like, reach out to firstname.lastname@example.org and we'll help you implement it.
Step 6. Review your webstore. In the top right corner of your screen, you'll see the name of your business. Click this link to access your webstore. Review all the content on your website and make any changes necessary.
By Default, you're going to see this block of text on your webstore's homepage.
To change this text, go back into the admin panel, and navigate to Marketing > Personalizations.
Click the block labeled "Homepage".
Then click "edit option".
Edit the text however you'd like, and when you're done, ensure you scroll to the bottom of the page and click "Save Option".
How to Launch!
Once your payment gateway account has been approved and you've input your credentials as outlined in step 1, it's time to launch! Email email@example.com to let us know you're ready to go live and we'll launch your account from our end.
A few notes from our team.
1. Commerce7 has a lot of features and functionality that were not covered in this setup doc. We streamlined your setup to the bare essentials to ensure you could get up and running as fast as possible. If you'd like to take advantage of other features you see in the platform, there is likely documentation on how to setup and use the feature. Take a look at our documentation here.
2. We want to see you succeed. We want to see other small wineries succeed. If you have any recommendations or feedback for how we could help other small wineries be successful in online sales or how we could make the setup process easier - please email firstname.lastname@example.org.
3. Have questions on the platform? The best way to ask is by emailing email@example.com
Thanks again for working with us - we look forward to helping you create great customer shopping experiences. :)
- The Commerce7 Team.