Set Up Checklist

Set Up Checklist

Omnyfy has a variety of configurations that can be managed through the back end interface of the platform. This consists of a variety of standard Magento configurations, and custom settings based on the Marketplace.

To make it easy to walk through, we have developed a checklist for what you need to set up the a marketplace from the base installation of an out of the box instance.

Before starting, some things you may also need are third party pre-requisites, for various services for the Marketplace. This can be done before or during the configuration process (see the step by step guides) but are handled outside of Omnyfy:

  • Payment Methods (eg Stripe, Paypal or other payment method accounts)
    This is used for Customer Payments, Vendor Payouts and Vendor Subscription Plans (if applicable - note Stripe is the only payment method available currently for Vendor Subscription Plans that require payments).

  • Google Account
    This is used for Google Maps, and can be used to also track Google Analytics, as well as Google reCaptcha

  • Shipping Accounts
    This may be needed to set up integrated shipping methods such as Easyship, HDS or Sherpa. If you are only using a Flat Rate for all shipments, this is not necessary for configuring the platform right now.

  • Porto Purchase Code
    This is used during the configuration (step 3) and is required to activate the Porto Theme.

  • Other Third Party Licenses (as needed)
    When installing other modules that are not Omnyfy and not included in the default suite, you may need a license/activation key. Some of these extensions will vary depending on the provider, so please ensure you double check before going live.


Default Store Configurations:

Please see the list of required settings for the Store Configurations from Store > Settings > Configuration divided by their tabs and sections on the left panel. Tabs and Sections not mentioned in the below list will either be optional, or require no configuration (these can be left as default values):

General

Porto 3.2.4

Catalog

Security

Sales

Omnyfy

Inventory (only in Omnyfy v4)

This is to set up a Stock for vendors to set up their Sources from. This can be found in Stores > Inventory > Stock

Optional Store Configurations:

This list is optional, and can be left to default configurations if you do not need to customise anything related to them.

Customers

This is under the "Stores > Settings > Configuration > Customers"

Section

Newsletter

Customer Configuration

Wish List

Omnyfy

This is under the "Stores > Settings > Configuration > Omnyfy"

Section

Basic

Dashboard

Enquiry

Featured Vendor

Vendor Free Shipping

Vendor Reviews (separate module)

Mobileapi (separate module)

Project Bidding (separate module)

Click & Collect (separate module)

RFQ (Request for Quote)(separate module)


Vendor Onboarding Preparation

This section refers to setting up Vendor types and configurations for the marketplace. You can see the guidelines here:

https://support.omnyfy.com/portal/en/kb/vendor-management

The most important settings to set up first (before you onboard any vendors) are vendor settings.

  1. Manage and create Vendor Types

  2. Create Vendor Subscriptions in Omnyfy

  3. Creating a Subscription product in Stripe (for paid Vendor Subscriptions only)

  4. Managing Vendor Attributes

  5. Managing Vendor Attribute Sets

  6. Managing Location Attributes (only in Omnyfy v2)

  7. Managing Location Attribute Sets (only in Omnyfy v2)

These need to be set up first. Products, Categories and general content can be done after.


Other Settings

These settings can be left as default, unless otherwise needing a customisation for these features:

Configuration

Description

Location

User Roles

This section shows what access different users can have on the platform admin

System > Permissions > User Roles

For suggestions on the Vendor Admin role, please refer to the following URL:
https://support.omnyfy.com/portal/en/kb/articles/vendor-admin-permissions-configuration

Theme

This is where you can modify a variety of design settings (such as favicon) and also any scripts that can be added via the admin section (scripts that do not need hard-coding)

Ensure you have completed the activation of the Porto theme (Step 3 of the set up). Then you can go to Content > Design > Configuration > Select your Theme.

Email Templates

Here you can modify the email templates that come with the platform. These include the default content that is sent to vendor / customers from the marketplace. Generally this should be tailored for the individual marketplace and their workflows/branding.

Marketing > Communications > Email Templates

RMA

This is where you can specify the workflow for the Returns and Refunds process. Keep in mind that the workflow could affect the payouts, as refunds are taken generally from the Marketplace Owner's bank account. The vendor payout frequency should take this into account.

Sales > Operations > RMA

The above list will get you through the majority of the set up for an out of the box marketplace. Each marketplace will be configured uniquely, so there will be other settings that will apply only to your marketplace, however you can browse through the rest of our guides for specific features, for further information.


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