Set up KLARA Online Shop
Approx. 30 minutes
Seems like a lot, but it's worth it!
Thanks to KLARA you will save a lot of time in the future.
Online Shop: Set up
Let's get started!
Note:
If any of the steps is not relevant for you, just skip it.
Please have the following information to hand.
- Company logo
A symbol for everything your company stands for.
-
General information about your articles
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 -
Key words for describing the articles, special shipping attributes, size and weight
Information from your previous offers and invoices -
Bank account and IBAN number
Contract, account statement or e-banking - Layout of your documents
Former templates for comparison
1. 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.
In order for your items to appear in your online store, you should activate the “This item is sold in the online store” flag for the relevant items.
You can make various settings at item level so that the items are presented in the online store according to your wishes.
Required information: General details of your items, image and basic information. Keywords for the item description, 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.
2. Configure website
Personalise the appearance of your online store according to your taste. You will receive automated suggestions that are adapted to your company's appearance. Please go to “Online” in the menu on the left and then, at the bottom, to “Configure”. Then select an accent color and your own font concept for your online store.
Required information: Company logo.
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. 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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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) -
Product descriptions
Estimated monthly turnover, average amount per transaction, recurring transactions -
Bank details
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.
5. 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
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.Online Shop: Work
Let's get started!
Note:
If any of the steps is not relevant for you, just skip it.
1. Track orders
As soon as a customer places a purchase order, you will receive a confirmation of order by email as well as a push message on your myKLARA app. A new order will be created in KLARA Order Management at the same time.
You can track your purchase orders systematically through the different phases: receipt, processing, shipping, invoicing and payment.
Good to know
As soon as someone places a purchase order in your online shop, a new customer will be created in KLARA Customer Management together with the purchase order. Manage your customers centrally in one place and collect useful statistics on your revenue.
2. Write invoices
Create invoices from confirmations of order quickly and with just a few clicks – saving time!
Good to know
You can copy documents from the same order, including all products. Where necessary, you can amend the purchase order in edit mode. A document cannot be changed once it has been sent.
Do you need support?
Our KLARA coach is there for you! As a professional in his field, he will help and support you. Be it with the setup, other questions or uncertainties!
