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J2Commerce 6

Onboarding Setup Wizard

6 Min Read
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The first time you access J2Commerce, a guided Setup Wizard appears to help you configure your store. This step-by-step wizard walks you through every setting needed to launch your store, from your business address to payment processing.

Overview

The Setup Wizard is a 6-step modal that appears automatically when:

  • J2Commerce is installed for the first time
  • The onboarding has not been completed (onboarding_complete = 0)

You can re-run the wizard anytime from the Dashboard by clicking Setup Wizard -> Run Onboarding Wizard

Accessing the Setup Wizard

Automatic Display

On first access to Components -> J2Commerce -> Dashboard, the wizard displays automatically if setup is incomplete. If you click out of it without finishing the steps, you can get back into it by going back to your Dashboard -> Setup Wizard -> Run Onboarding Wizard

J2Commerce Dashboard with Setup Wizard button highlighted and its panel open: Setup Progress 15/17 and the Run Onboarding Wizard button outlined

Manual Access

To re-run the wizard:

  1. Click the Setup Wizard button in the Dashboard toolbar
  2. Or navigate directly: index.php?option=com_j2commerce&view=dashboard&rerun_onboarding=1

The Six Steps

Step 1: Store Info

Purpose: Set your basic store identity and location.

Onboarding Wizard step 1 Shop Info highlighted: Shop Name Ballsy Chocolates, Country United States, address fields, and the Continue button outlined

Fields:

FieldRequiredDescription
Store NameYesYour business name is displayed to customers
Address Line 1NoPrimary street address
Address Line 2NoAdditional address info
CityNoStore city
CountryYesStore country (dropdown of enabled countries)
State/ZoneYesStore state/province (dynamically loaded based on country)
ZIP/Postal CodeNoPostal code for shipping calculations
Admin EmailNoEmail for order notifications
Weight ClassNoDefault weight measurement unit
Length ClassNoDefault length measurement unit

What it creates:

  • A default geozone matching your country and zone
  • Syncs weight and length conversion values

Country defaults:

  • US (223): USD, pound, inch, tax excluded
  • UK (222): GBP, kilogram, cm, tax included
  • Canada (38): CAD, pound, cm, tax excluded
  • EU countries: EUR, kilogram, cm, tax included

Step 2: Currency

Purpose: Configure your store's currency and measurement units.

Onboarding Wizard step 2 Currency highlighted: Default Currency USD - US Dollar ($), Auto Update Currency Rates Yes, Just one currency selected

Fields:

FieldRequiredDescription
CurrencyYesDefault currency for pricing
Currency Auto-UpdateNoEnable automatic exchange rate updates
Currency ModeNoSingle currency or multi-currency

Currency Modes:

  • Single Currency: Only the selected currency is enabled
  • Multi-Currency: Multiple currencies available with base rate setting

What it does:

  • Enables/disables currencies based on mode selection
  • Sets base currency value to 1.0 for multi-currency mode

Step 3: Tax

Purpose: Configure how tax is applied to your products.

Onboarding Wizard step 3 Tax highlighted: prices entered excluding tax selected and local tax rate field outlined with 9.25 percent

Fields:

FieldRequiredDescription
Prices Include TaxYes/NoWhether product prices include tax
Tax Rate %NoDefault tax rate (0-100)

What it creates:

  • Geozone Rule (for your default zone)
  • Tax Rate
  • Tax Profile
  • Tax Rule linking everything together

Tip

For more complex tax situations, use the Tax Profiles section in Catalog after completing the wizard.

Step 4: Product Type & Shipping

Purpose: Define what you're selling and configure shipping.

Onboarding Wizard step 4 Products highlighted: Physical Products and Digital Downloads selected, Services / Bookings not, with shipping questions below

Fields:

Product Types (multi-select):

  • Physical Products: Tangible items that ship
  • Digital Products: Downloadable files
  • Services: Non-physical offerings

Shipping Options:

FieldRequiredDescription
Require ShippingNoWhether products require shipping
Offer Free ShippingNoEnable free shipping option
Shipping Rate TypeNoHow shipping is calculated

Fixed Shipping Method Types:

  • Per Order (flat rate)
  • Per Quantity
  • Per Price (percentage of subtotal)
  • Per Item (flat per item)
  • Per Item Weight (weight-based per item)
  • Per Order Weight (weight-based total)
  • Per Item Percentage

Rate Table Columns:

  • Geozone (where rate applies)
  • Weight Range (min-max, optional)
  • Cost (base rate)
  • Handling Fee (additional charge)

What it creates:

  • Free shipping plugin with a minimum subtotal threshold
  • Shipping method record
  • Shipping rate records for configured zones and weights

Step 5: Payment

Purpose: Configure your payment methods.

Onboarding Wizard step 5 Payment highlighted: payment methods checklist all checked, default Credit / Debit Card, and the Finish Setup button

Fields:

FieldRequiredDescription
Payment PluginsNoList of installed plugins (checkboxes)
Enable UnpublishedNoButton to reveal and enable more plugins
Default Payment MethodNoPrimary payment option
PayPal ConfigurationConditionalShown when PayPal is selected

PayPal Fields (when PayPal is selected):

FieldRequiredDescription
Have KeysRadioSelect if you have API credentials
Need HelpRadioLink to PayPal documentation
Client IDConditionalPayPal app client ID
Client SecretConditionalPayPal app client secret

What it does:

  • Enables/disables selected payment plugins
  • Saves PayPal API credentials if provided
  • Sets the default payment method

Step 6: Ready!

Purpose: Review your settings and optionally load sample data.

Onboarding Wizard step 6 Ready! summary: shop Ballsy Chocolates, USD, Pound/Inch, tax 9.250% excluding, shipping and payment lists, plus action buttons outlined

Summary Display: The wizard displays a summary of all configured settings:

  • Store name and location
  • Currency and measurement units
  • Tax configuration
  • Product types selected
  • Shipping methods configured
  • Payment methods enabled

Actions:

Onboarding Wizard final step: Load Sample Data and Skip buttons, plus Back, Add Your First Product, Explore Dashboard and Configure More Settings buttons

Load Sample Data: Creates demo products, customers, and orders for testing

Info

Note: Load Sample Data will set up everything for you so you know what the whole process is supposed to look like. Remember, these are "fake" products and information; you should click the Remove Sample Data button before going live

Tip

Tip: Load Sample Data will NOT appear if you already have products set up. It only appears for new stores

Add Your First Product: Opens the product creation form

Explore Dashboard: Closes the wizard and opens the Dashboard

Configure More Settings: Opens the component configuration

What it does:

  • Sets onboarding_complete = 1
  • Marks setup as finished
  • Optionally creates sample data via the j2c_load_sample_data MCP function

Progress and Resume

The wizard saves progress as you complete each step. If you close and return:

  1. You resume from your last incomplete step
  2. Completed steps show checkmarks in the stepper
  3. Step progress saved in onboarding_last_step config

Re-Running the Wizard

When to Re-Run

Consider re-running the wizard when:

  • Starting a new store from scratch
  • Testing different configurations
  • Wanting to reset all store settings

How to Re-Run

  1. Go to Components -> J2Commerce -> Dashboard
  2. Click the Setup Wizard in the toolbar
  3. Click the Run Onboarding Wizard link
  4. Confirm the action

Or navigate directly:

index.php?option=com_j2commerce&view=dashboard&rerun_onboarding=1

Stored Configuration

All wizard settings are saved to component params (#__extensions table) as JSON:

KeyDescription
store_nameStore display name
store_address_*Store address fields
country_id, zone_idStore location
admin_emailNotification email
config_weight_class_idDefault weight unit
config_length_class_idDefault length unit
config_currencyDefault currency code
config_currency_autoAuto-update setting
config_including_taxTax inclusion setting
require_shippingShipping requirement
onboarding_shipping_rate_typeShipping calculation type
onboarding_product_typesSelected product types
default_payment_methodDefault payment plugin
onboarding_completeWizard completion flag
onboarding_last_stepLast completed step number

Settings vs Wizard

The Setup Wizard configures basic settings to get you started. For full control, use:

  • Settings -> Global Configuration (gear icon): Component-wide settings

Joomla System Dashboard with System in the sidebar and the Setup section's Global Configuration link highlighted

  • J2Commerce -> Localization -> Tax Profiles: Advanced tax rules
  • J2Commerce -> Localization -> Geozones: Shipping zone management

J2Commerce top-bar menu open over the System Dashboard, with the J2Commerce button and the Localization group (Countries to Tax Profiles) highlighted

  • J2Commerce -> Setup -> Configuration: Detailed store settings
  • J2Commerce -> Setup -> Payment Methods: Detailed payment gateway settings
  • J2Commerce -> Setup -> Shipping Method: Additional shipping methods and rates

J2Commerce top-bar menu open: the J2Commerce button, Setup, Configuration, Payment Methods and Shipping Methods highlighted over the System Dashboard

The wizard is designed for initial setup; the settings pages handle ongoing configuration.

What's Next?

Still stuck? Our team can help.

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