Get Started

General Steps

• Register on the portal (https://merchants.softline.com/)
  After the registration, your account starts operating in a test mode. The system deploys a checkout page automatically for you in the test environment. 
• Test the service (if required). The test mode allows you to take the same steps to set up sales the production mode provides. Moreover, you can place orders and pay for them using the test payment methods
• Test the capabilities of Softline Checkout. You can perform all the steps to set up sales, place orders and pay for them using the test payment methods
• Activate your account to switch to Sales Mode
• Make the settings to launch sales in Sales Mode. You cannot migrate the settings configured in Test Mode

Before getting started, disable Test Mode (available after you activate your account) to switch to Sales Mode. Use the menu bar switch above to disable Test Mode.

• Add your products to the Softline catalog and enter their prices. If you do not want to keep the catalog on our end, you can use the Dynamic Product Checkout API
• Get the checkout links that will allow customers to purchase your products. E.g., you can embed the links into your catalog to share them with your customers
• Connect the webhooks service to make your web service stay notified on all order events
  Receive webhooks on payments and deliver purchased products to customers

After the setup, you become able to redirect your customers from your website to the checkout page hosted on our end. When the customer pays for the order, you receive a webhook. It notifies you of the payment made. In addition, you receive an email. It suggests you to send license information to the customer.

• Connect our automatic order fulfillment tools to deliver your products electronically. More details on how the tools work. You have to contact our support team to set up. You will be able to manage this option via the portal soon
• Customize the display of your checkout page and emails: add a logo, modify a domain name. You have to contact our support team to customize. You will be able to manage this option via the portal soon. Requirements for logos: image must contrast against the background of a checkout page, image height must not exceed 25px, supported formats: png, jpg
• Automate the delivery of your products to customers
• Provide your customers with discounts using promotions
• Use reports to get information on sales

You can also:

• Enable additional interface languages
• Modify supported currencies
• Connect local payment methods
• Use other features. For more details, read the documentation on the Softline Checkout service

You have to contact our support team to configure all these settings.