What to Do First

Before using Commerce Server Business Desk, it is recommended that you read the Business Desk Overview. It describes the Business Desk application and the Business Desk client. Describes how Business Desk can be configured to meet your needs.

Before you can open your Web site for business, you or your site developer must use Business Desk to perform the following tasks:

  1. Create a catalog:
  2. Refreshing and publishing a catalog.
  3. Customize shipping methods. You must specify how Commerce Server should calculate the shipping costs: by the weight of the product, by the quantity the users purchase, or by the amount of the purchase subtotal.

After performing these steps, you can open your Web site for business. In addition, it is recommended that you perform the following steps so you are familiar with how Business Desk is configured for your site.

In Campaigns, perform the following task:

  • Set up your reference tables. The reference tables store industry codes, page groups, and content sizes. Commerce Server provides several popular industry codes and content sizes.

In Analysis, perform the following tasks:

  1. Review the existing reports to ensure they meet your needs. For a list of reports provided with Commerce Server, see Commerce Server 2002 Reports. If you need different reports, you can create custom reports or contact your site developer to create them. To create new reports, see Creating a New Dynamic Report Definition.
  2. Contact your system administrator to determine when data will be imported into the Data Warehouse. Before you can run a report, the system administrator must import the data into the Data Warehouse.
  3. Contact your system administrator to determine when Segment models will be built. Before you can view Segment models, your system administrator must build them.

In Users, perform the following tasks:

  1. Review the existing profile definitions to ensure they meet your needs. For a list of profile definitions provided with Commerce Server, see Sample Profile Definitions. To add profile definitions, contact your system administrator. To add properties to profile definitions, see Adding Properties to a Profile Definition.
  2. Review the existing site terms to ensure they meet your needs. To add site terms, see Creating a Site Term.

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