Opening an online store takes a catalogue manager, an administrator and a developer
Who is involved
| Role | What they do |
|---|---|
| Catalogue manager | Creates the store, publishes products, sets shipping, creates the keys and opens it. |
| Tenant admin | Connects the payment gateway's keys in Settings, Integrations. |
| Web developer | Builds the site against a test key, then swaps in the live key. |
Step by step
- Catalogue manager
Opens Online stores and starts the seven-step setup: name, currency and languages, price list, shipping, payment, products, key.
What they see:A draft store exists; the readiness list says what is missing.
- Catalogue manager
Creates a test key for the draft store and gives it to the web developer.
What they see:The secret is shown once; the key list shows only its first letters afterwards.
- Web developer
Builds the pages against the test key.
What they see:Test orders appear in the order book tagged Test and book nothing.
- Tenant admin
Adds the card gateway's keys under Settings, Integrations and switches it on.
What they see:The store's payment list shows the gateway as connected.
- Catalogue manager
Publishes products, adds a shipping method and presses Open the store.
What they see:The store goes live; if a blocker remains, the list says what, for example no payment method ready.
- Catalogue manager
Creates a live publishable key listing the website's addresses and gives it to the developer.
What they see:A live key with its allowed addresses; the readiness list's key item turns done.
- Web developer
Swaps the live key into the site.
What they see:The site shows real products, and a live order arrives in the order book.
Who is told what
Nothing is sent while the store is being set up. Once live, staff are notified of each new paid order.
Related
- Products & Online Store
- With Sales Orders, the warehouse ships the online order
- A price the catalogue manager changes shows up on the seller's next quote
- A refund is given by one person, seen by others and booked by the accountant
- Staff are told when an order needs them
- Stocked products get stock items, and online orders move stock
- Team workflows