Table of Contents

If you are getting started, we recommend you follow these steps below. They are found under the Main Setup options on the Settings page.

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Set up Your Business

Purpose: This section details the steps you will want to take to establish your general business options.

Time: This section typically takes 20-60 minutes, depending on how many employees you have and whether you need to create new PayPal or Olark chat accounts.

  1. business_setup - Enter your basic business information (address, etc.), upload your logo, set your theme colors, and you are ready to go!
  2. sales_tax_options - Cyrious Online makes tax setup easy! This should only take a minute.
  3. set_up_your_employee_record - Set up your profile information.
  4. employee_setup - Add any more employees you want to access Cyrious Online.
  5. paypal_integration - Optional - If you want to accept payments via PayPal, link your PayPal business account to your Cyrious Online business.
  6. live_chat - Optional - If you want your customers to be able to chat online with you, establish an Olark account and link it to your Cyrious Online business.

Set up Your Customers

Purpose: This section details the steps to create customer websites, the product catalogs, and preload the customers.

Time: Varies based on the number of products in the catalog, the quantity of artwork templates for products, and the number of customers to create.

1. customer_website_setup - Cyrious recommends you start by creating one customer website and work that through to the completion before moving on.

2. change_impersonate_customer_website - Now that you have created a customer website, you can switch to that website and view what it looks like to one of your customers. You don't have to do this, but it makes setting up the product catalog for that website easier by removing all other catalogs from what you see.

2a. [[product_setup]] - Create any products not already in the system for this customer website.

2b. [[set_up_your_shipping_methods]] - Create any shipping methods not already in the system for this customer website.

2c. [[sign_installation]] - Create any shipping methods not already in the system for this customer website.

2d. [[online_companies|Set up your Customers for this Website]] - Add your customers and contacts to the system. You may want to hold off giving them a login until you are all done, however, so they don't start accessing your system before it is ready!

3. change_impersonate_customer_website - When you are done setting up that customer website, you can easily switch back to the Employee Website to be able to work with all customers and all product catalogs.

References

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Links

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