Connect products, checkout and stock

1. Choose the commerce provider for the template

Open the reusable template and select WooCommerce or Help4 Commerce under Product, variation and inventory. The current adapters support USD. Check the connection message before enabling sales and configure your store currency, products and checkout in the commerce system.

WooCommerce simple products and mapped variations are supported. Help4 Builder can display the editor independently of native checkout. Native Help4 Commerce purchasing requires a compatible line-pricing integration; the sealed Builder 3.0.1 baseline does not provide that contract. If the native connection reports unavailable, use a configured WooCommerce checkout or contact Help4 for the compatible release. Do not modify a sealed Builder package to bypass that check.

2. Map an existing product or create a draft

For an existing shop product, choose it from Commerce product. If it has variations, choose the exact Size / material variation that matches this template. Confirm that the product name, SKU, physical dimensions and material all describe the item the customer will receive.

To start a new item, save the template first. Under Create a stock-managed product, enter the product name, a unique SKU, price in USD cents and available physical quantity, then choose Create draft product. The product begins as a draft and the template is disabled. Open the review link, complete shipping, taxes, images and any variations in your commerce provider, then publish the product and deliberately re-enable the template.

3. Track physical blanks by SKU or variation

Enable managed stock for the actual sellable item. Use separate products or variations when a heart blank, a rectangular blank, a different size or a different material draws from a different shelf quantity. Set any backorder rules in the commerce provider and confirm how your shop communicates lead time.

Each approved personalized copy becomes a separate cart line with quantity one. That lets a shopper order two items with different photographs. Do not mark the entire SKU Sold individually if you want that use case. The stock check considers the combined demand from separate personalized lines for the same stocked item.

Finish and presentation surcharges change the price but do not decrement separate accessory inventory. If a gift box or stand must have independent stock, plan its commerce fulfillment explicitly; a template option by itself is not a second inventory system.

4. Check the displayed and checkout prices

The template Base estimate uses USD cents and supports an unmapped design demo. A mapped product uses current commerce pricing. Customer choices can add the configured option surcharge. Verify the selected variation, sale price and option amount together using a fresh design.

Review the final cart and checkout totals, including taxes and delivery handled by the provider. If a price or product changes after approval, the customer may need to save and approve again. An approved proof must not be treated as a permanently guaranteed checkout price.

5. Test the whole ordering journey

On staging, open the customer page, make a design, save it, review its proof and approve it. Add the approved design to the cart. Choose Personalize another copy and make a different design for the same SKU. Confirm that both personalized lines appear and that insufficient combined stock is handled correctly.

Use your payment gateway’s test mode to complete checkout, then inspect the order and its attached design. Check order emails, shipping and taxes using your own settings. Local plugin tests used simulated payment states; they do not verify your real gateway. Keep sales closed until you have checked your complete shop configuration.

Continue the walkthrough

Try the customer ordering journey · Review and fulfil orders

All Personalizer tutorials · Contact Help4 support