When you enter your X-Cart store Admin Home page for the first time, you cannot miss the green box that says, “Let’s set up your store! - Continue”. That is the place to start X-Cart’s Quickstart Onboarding Wizard. The Onboarding Wizard is an add-on aimed at helping the store administrator with the initial store configuration and setup.
To start the store configuration process using the Onboarding Wizard, click Continue.
Onboarding Wizard Welcome
First of all, the Onboarding Wizard will welcome you and provide an outline of the steps you will need to complete your store configuration.
To continue with your store configuration, click Let’s set up your store!. This will take you to the first step of the wizard.
If you don’t wish to use the wizard now, you can close it using one of the buttons:
Skip and remind me later - This button will close the wizard so it will not be in your way while you are exploring your store’s Admin area; however, you will be able to access the wizard at any time later via the green “Let’s set up your store!” box.
Close and don’t show again - This button will close the wizard for good; the green box will no longer display on the Admin Home page.
Step 1 - Add Your First Product
The wizard will suggest that you should start the store configuration by adding your first product.
If you are not ready to add a product right now, you can skip this step and add products later.
Your newly installed X-Cart store has a pack of demo products that you can use to test the basic store functionality.
You can add your own products later on, and not necessarily by doing it manually one-by-one. The built-in Import tool can help you to add your entire product catalog at once.
If you decide to move on with adding your first product, you will need to name this product, set the product price, and upload an image of the product either from your local computer or via URL. (Tap on the image area to see your options).
This is what this step may look like after all the required product fields have been completed:
If you wish to set more product details (like product weight, description, sale price, etc.), use the “Add other options” link. As a result, the full version of the product details page of the product you are configuring will be opened in a new browser tab. There you will be able to finish configuring the product details and save your changes. Again, you do not have to complete all the product fields right now - you can go back to edit any of the products in your store catalog at any time later.
Detailed information on creating and managing products in your X-Cart store without using the Onboarding Wizard and configuring all product fields is available in the Products & Catalog section of our Help Center.
Let us suppose that you created your first products using all the required product fields at the Onboarding Wizard's first step. Now you can click the button Save and go to the next step.
The wizard will suggest that you take a look at your new product on the storefront.
Note that this page also gives you an opportunity to delete all the demo products present in your store. You can do that if you are ready to populate the store catalog with your own products. If not, keep the demo products a bit longer. You may need them to test the basic store functioning.
Click Proceed to the next step to go further.
Step 2 - Upload Your Company Logo
In Step 2 you can upload your company logo. By a company logo, we mean an image representing your business name displayed at the top of all the store pages. The store logo serves as branding for your site and links back to your store’s home page.
Like a product image, your store logo can be uploaded from your local computer or via URL. Tap on the logo area to see the options.
As to the recommended size of your company logo image, you do not have to worry too much about resizing the image to a specific size before upload. With X-Cart, you can upload images larger than needed for display; X-Cart will automatically resize them for optimal user experience. In X-Cart versions 5.4 and later, the size to which your company logo image will be resized can be found (and, if necessary, adjusted) via the image size chart provided in the Images section of your X-Cart store Admin area (Look & Feel > Images). If your store is configured to provide x2 size images for Retina displays (i.e., the setting generate_retina_images in the file etc/config.php of your X-Cart installation is set to “On”), the minimum size of an image you should upload for use as your company logo needs to be twice as large as the size specified in the image size chart. For example, in Crisp White skin, according to the image size chart in the Images section, the size to which your uploaded company logo image will be resized is 221х40 px. This means that to ensure an optimal image viewing experience for both your regular screen users and Retina screen users, the recommended size of your company logo image for upload should be at least 442x80 px.
Your store logo will be a part of your company style and visualize your brand to the site visitors. If you do not have a good selling logo, please contact us, and X-Cart Team will be happy to help you with it.
Step 3 - Set Up Your Store Locale and Company Info
In Step 3, you can configure the regional settings to connect your store with local customers and set your company info that will be used to form invoices, send email notifications, and calculate shipping rates for your store.
Start with the store locale. The wizard will attempt to name your country, currency, and weight unit based on the information derived during the software installation. However, these values may not be correct. You need to verify the information on the screen and make changes if required.
Should you want to go deeper into configuring the store localization settings, click More localization settings. The wizard will open the Localization page of your X-Cart store Admin area (Store setup > Localization) in a new tab. You will be able to adjust the localization settings and preferences in more detail.
Once you are happy with your store’s localization settings, click Proceed to the next step so you can move on to adjusting your company information.
On the Company info page, you will need to enter your company name and business address. This information will be included into your customer invoice, and build the “from” address for shipping.
After adjusting your company info, click Save and go to the next step to proceed.
Step 4 - Set Up Your Delivery Options
Step 4 of your store configuration is devoted to shipping.
Here you will need to choose whether you are going to sell tangible goods that need to be shipped to the buyer or e-goods/services that are non-shippable.
If you are selling e-goods and services, everything is pretty simple. Click Mark all products as non-shippable, and that’s it! The wizard will set the "Requires Shipping" setting for all the products in your store to “NO,” and shipping methods will be disabled automatically.
If you are going to sell tangible goods, the process will be a bit more complicated. You need to set up shipping options for them. For this purpose, click the Set up shipping button.
You will see a page where you can configure shipping rates for your store:
On this page you can choose between shipping carriers with real-time shipping quotes and your own flat shipping rate that you can create directly on this page (choose a destination country and set the rate you require, then click the Create shipping rate button). This shipping method will be available at checkout.
For a more detailed shipping setup, click the Advanced shipping options button. The wizard will open the Shipping methods page of your X-Cart store Admin area (Store setup > Shipping) in a new tab where you will be able to configure your shipping methods as you require.
If you choose real-time shipping carriers, click on the carrier logo, and you will be redirected to the carrier service page to set up an account with them.
After configuring your shipping methods, proceed to the last step of this wizard - payments setup.
Step 5 - Set Up Your Payment Methods
Payment methods setup is the last but not the least step of the Onboarding Wizard.
X-Cart allows you to choose whether you will use an integrated online payment system or process payments offline using your own means.
By default, offline demo payment methods are pre-configured and enabled. They are quite enough to test your new X-Cart store functioning. So if that’s the purpose, leave the present configuration settings as-is and Proceed to the next step (complete the store setup with the wizard).
However, if you want to process real orders, you need to configure real payment methods that will work for your customers. Click the Set up offline & online payments button for the wizard to open the Payments page in a new tab (Store Setup -> Payments). Configure payment methods for your store following the guides of our Help Center.
Once the payment methods configuration has been completed, you can close the wizard.
Please be aware that the Onboarding Wizard allows you to set up just the very basics of your store configuration. For a more robust store setup, refer to the relevant sections of this manual.