First Steps

Each project comes pre-configured and ready to use right out of the box.

The complete configuration lifecycle is detailed in the "Configuration" section of this documentation (see Menu).

We recommend the following configuration sequence:

Primary Settings

• Locales (Settings — Locales)

• Statuses (Configuration — Order Statuses)

• Departments (Users — Departments)

• Roles (Users — Profiles)

• Users (Users — Profiles)

• Sources (Web, API, Internal)

• Catalog

Secondary Settings

• Order Comments

• Notifications / Campaigns (requires prior integration setup)

• Calls

• Sales Funnel

Delivery

• Senders

• Delivery