Workflow for Setting Up a Site Builder Website or Store
To create a Site Builder website, refer to the steps in the following diagram and table. For more information about creating different types of Site Builder websites, read the following topics:
From the 2021.1 release onwards, all Site Builder-related features are accessible via the Commerce tab on the navigation menu. For more information, see Commerce Tab.
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Task |
For More Information |
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1. Enable Web Site features.
Note:
An Administrator must complete this step. |
For more information, see Enabling Web Store Features. |
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2. Set up domain names. |
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3. Set preferences at Commerce > Websites > New |
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4. Create or import item records. |
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Option: Use the Content Manager to add tabs, categories and items. |
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5. Upload and size images.
Tip:
Ensure image files are marked Available Without login. |
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6. Create Categories to organize items. |
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7. Create Tabs to organize Categories. |
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8. Create and upload HTML templates. If integrating with NetSuite checkout, use Web Site Tags. |
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9. Create Layouts. |
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Option: Advanced Site Customization Create or edit site themes and item/category templates. |
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Option: Create a Custom Color Theme |
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10. Create Related Items Groups. |
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11. Set accounting and tax preferences for Web store orders at Setup > Accounting > Accounting Preferences and Setup > Accounting > Taxes > Set Up Taxes.
Note:
An Administrator or someone with accounting permissions must complete this step. |
The following preferences apply to web stores:
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12. Set up payment methods (including PayPal), and mark them as Display in Web Site. |
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13. Set up shipping items. |
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14. Preview your site at Commerce > Websites > Preview Website, and make changes as necessary. |
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15. Submit your site URL to search engines, and begin search engine optimization. |