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Let's get started!

Note:
If you have already done one of the following steps, just skip it.

Please have the following information to hand.

Company logo

A symbol for everything your company stands for.

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A symbol for everything your company stands for.

General information about your articles

Article number, name, unit and price of your articles

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Article number, name, unit and price of your articles

Price categories, shipping and collection terms, T&Cs, the text for the thank-you page

Information from your previous offers and invoices

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Information from your previous offers and invoices

Key words for describing the articles, special shipping attributes, size and weight

Information from your previous offers and invoices

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Information from your previous offers and invoices

Bank account and IBAN number

Contract, account statement or e-banking

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Contract, account statement or e-banking

Layout of your documents

Former templates for comparison

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Former templates for comparison


1. Configure the appearance

Personalise the appearance of your online shop to your own taste. You will receive automated suggestions tailored to your company's site. Then select an accent colour and your own font concept for your online shop.

Information required: Company logo

Good to know.

KLARA will recommend a colour world that is most suited to your brand. You do not have to choose the colours suggested by KLARA though – you can select other colours instead. You can choose the colours from a palette of all possible colour variations.


2. Enter the articles

Add the general and basic information about your products or services. Follow our guide on making the basic settings for your articles: Set up articles.

Information required: General details of your articles, images and basic information

Good to know.

Once you have made the basic settings for your articles, it is important that you continue with the specific information for your online shop. Please make sure that you return to this page.

 


3. Configure the online shop

Now complete the basic settings for your online shop: your price categories, the shipping and collection terms for goods, the terms of use and the thank-you page.

To enter the shipping costs, you need an additional article, "Shipping costs", so that all the details and the VAT on the invoice are correct. More information on this can be found here: Online Shop FAQs.

Information required: Price categories, shipping and collection terms, T&Cs, the text for the thank-you page 

 

Good to know.
  1. Additional shipping attributes: You can define additional shipping attributes such as "fragile" or "oversize" that are associated with additional costs. These additional costs will be added to the order.

  2. Terms of use: You can upload your own terms of use. If you do not have any, the customer will be asked to confirm "Order now with obligation to pay".

  3. Example of text for the thank-you page: "Thank you for your purchase! We have received your order and will process it as quickly as possible. A confirmation of order will shortly be sent to the email address you have provided. If you have any questions about your order, please do not hesitate to contact us.  Best regards, company name".


4. Sell articles online

For the articles to appear in your online shop, you need to activate the flag "This article will be sold in the online shop" for the corresponding articles.

You can make different settings at article level so that the articles are presented in the online shop just the way you want.

Information required: Key words for describing the articles, special shipping attributes, size and weight

 

Good to know.
  1. Categories, filters and tags: At article level you should define the categories and filters under which the article will be displayed in the online shop and the key words (tags) by which it can be searched for.

  2. Special shipping attributes: You can also indicate special shipping attributes (e.g. "fragile") which are associated with additional shipping costs.

  3. Additional details: The size and weight of the article can also be indicated.

5. Connect online payment methods.

KLARA Pay allows payment by all standard online payment methods, such as Visa, Mastercard, Google Pay and Apple Pay as well as Postfinance, TWINT, PayPal and American Express.

Activate KLARA Pay under "Online payment method" in your online shop settings.
Following activation, KLARA Pay will send you a confirmation mail with your login details and a link for managing KLARA Pay.

Please note that this contains all the information needed in order to configure KLARA Pay.

Information required: The Swiss Anti-Money Laundering Act (AMLA) imposes duties of care on financial institutions to request the following information in order to prevent money laundering and the financing of terrorism:

Commercial register excerpt

Excerpt from your commercial register entry

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Excerpt from your commercial register entry

Information about the proprietor, managing director, member of the management team or a member of the board of directors

Social security number, valid identity document, private address, confirmation of address (tax or other official statement of account or energy, water or telephone invoice)

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Social security number, valid identity document, private address, confirmation of address (tax or other official statement of account or energy, water or telephone invoice)

Product descriptions

Estimated monthly turnover, average amount per transaction, recurring transactions

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Estimated monthly turnover, average amount per transaction, recurring transactions

Bank details

Account currency, Swift code (BIC), IBAN number.

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Account currency, Swift code (BIC), IBAN number.

Good to know.
  1. Connection request: This process must be performed separately for each payment provider. Please note that the processes vary and take different lengths of time.
  2. Credit card name: Specify the name that is to appear on your customers' credit card bill.

6. Bank details

You have to provide bank details so that your payment details are printed on invoices and payment orders. This will tell your customers where they are to transfer the money.

Information required: IBAN number, ESR data if necessary

Good to know.

There are three different ways of using accounts in KLARA:

  1. Bank account for wage payments: If you are using KLARA Wages, the wages will be paid directly from this account.

  2. Bank account for receivables: If you are using KLARA Order Management, this account will be printed on your invoices and payment orders.

  3. Bank account for payables: If you are using KLARA Accounts, this account will be suggested as the default when posting receipts.

7. Layout

You can personalise the text of the email that is sent to your customers with the confirmation of order.

Information required: Former templates for comparison

 

Good to know.

You can also personalise all texts and all layouts of confirmations of order, invoices, delivery notes, etc. To do so, you should download our template, edit it and then upload it to KLARA again, to ensure a consistent corporate image.


Finished!

klara-website-illustration-download-bereit-purple

Well done! Congratulations on setting up your KLARA Online Shop!

Work with KLARA Online Shop.

Now that you have set it up, you can get started: Find out here how to work with KLARA Online Shop.


Did you know?

KLARA Online Shop goes hand in hand with:

KLARA Accounting.

KLARA Acccounting helps you see automatically which invoices have already been paid. Save time and work even more efficiently.

 

 

KLARA POS

This offers an attractive and efficient user interface and is operated intuitively, which means you can serve your customers in a matter of moments. Thanks to synchronisation with KLARA Accounting, you can keep an eye on all the statistics.


KLARA supports you.

Discover our offers in different areas, which are available for you for free.

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FAQ
Many questions have already been answered. Just have a look at our FAQs.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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Online training courses
Tips, tricks and step-by-step instructions are available in our online training courses.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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Videos
KLARA supports you in your work by providing short explanatory videos on individual functions.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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KLARA Community
The KLARA Community is a place for mutual knowledge transfer and information exchange about KLARA.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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