Commerce Guides

These guides walk you through common Commerce tasks in Optimizely, from catalog setup to checkout configuration. Each guide focuses on a specific workflow and provides step-by-step instructions you can follow in your own environment.

Commerce with CMS Integration Integrate Commerce with CMS to build product pages and share content models across your storefront.

Configure Checkout Set up the cart, checkout flow, payment integration, and order management.

Manage the Product Catalog Create and organize products, categories, variants, pricing, and inventory.

Manage Inventory Track stock levels, configure reorder points, and handle backorders across warehouses.

Configure Customer Group Pricing Create customer groups, assign price lists, and set up tier-based volume pricing.

Set Up Promotions Create discount rules, schedule campaigns, generate coupon codes, and configure stacking behavior.

Configure Payment Gateways Add payment providers, implement tokenization, and handle PCI compliance considerations.

Configure Shipping Providers Set up shipping methods, calculate rates, integrate carriers, and define fulfillment rules.

Set Up Order Approval Workflows Configure B2B purchase approval chains, budget thresholds, and delegate rules.

Process Returns Create RMA requests, authorize returns, process refunds, and handle restocking.

Configure Warehouses Set up multi-warehouse fulfillment, allocation rules, and inventory distribution.

Configure Tax Calculation Set up tax providers, define tax categories, manage exemptions, and handle international tax rules.

Implement Custom Pricing Rules Build a custom IPriceService, implement dynamic pricing logic, and extend the price resolver pipeline.