Before making your site available to Visitors for Shopping,
you must perform the following:
- Configure GL Features defining GL Account Types and
GL Accounts
- Configure Order Features
- Define Credit Terms
- Configure Sales Tax
- Define Shipping Carriers, Methods, & Fees
- Configure Product & Inventory Features
- Define Product Unit Types
- Define Product categorizations including:
- Product Brands
- Product Classifications
- Product Types
- Detail Categories
- Create Contact Company records for Vendors and
Manufacturers
- Configure Payment Features
- Create Item record for each Product
- Enter Initial Inventory quantities if using Inventory
Control features.
- Define Shopping Catalog Product Categories
- Assign Products to Shopping Catalog Product
Categories
Sales Opportunity records can be
generated by website visitor inquiries or by internal Sales Team members
working from the Administration portion (back office) of the website. In either
case, it is likely that you will wish to reference specific products you sell
or have in inventory. Follow the procedures in the chapter titled Items/Product
Catalog Feature in Detail of the PortalProdigy Administration Manual.
