Set up a new Account with Reference Modules and B2C Sample Data
Authors:
Marco Heuer, Lesley Dean, Jaime Madrid
Changed on:
20 Oct 2025
Key Points
- Create a profile
- Create a retailer
- Install the Fluent Reference Modules
- Install B2C Sample Data modules
- Validate the Account set up
Steps
Prerequisites
- Access to a Fluent Account, including the Account Admin credentials
- The Fluent CLI is successfully installed (see Getting Started with the Fluent CLI)
- Postman (and the Fluent CLI Test Collection)
Create a Profile
Before you can use the Fluent CLI, you will need to create a Profile for the Account you intend to interact with:`fluent profile create cli-b2c --id <ACCOUNT_ID> --base-url https://<account_id>.sandbox.api.fluentretail.com --username <account_id>_admin --password <password> --client-secret <client_secret>`Make sure you replace the placeholders above with the relevant Account information.
Create a Retailer
Next, create the B2C Retailer on the Account:`fluent retailer create b2c --email b2c@test.com --profile cli-b2c`
Configure Modules
The Order and Inventory Modules require configuration to be provided to the install. To generate the configuration files, run the following commands:`fluent module config order --retailer b2c --profile cli-b2c``fluent module config inventory --retailer b2c --profile cli-b2c`This will produce new module configuration files in the current working directory:- module.config.b2c.order.json
- module.config.b2c.inventory.json
Install Reference Modules
You’re now ready to install each of the Reference Modules.- Install the Core Reference Module:
`fluent module install core --retailer b2c --profile cli-b2c` - Install the Fulfilment Reference Module:
`fluent module install fulfilment --retailer b2c --profile cli-b2c` - Install the Order Reference Module with our configuration:
`fluent module install order --config module.config.b2c.order.json --retailer b2c --profile cli-b2c` - Install the Inventory Reference Module with our configuration:
`fluent module install inventory --config module.config.b2c.inventory.json --retailer b2c --profile cli-b2c`
`b2c`.
Configure & Install the Sample Data Module
The Sample B2C Data Module requires a module configuration file:- Configure the Sample B2C Data Module:
`fluent module config https://downloads.fluentcommerce.com/v1.0.0/modules/fcx/b2c-sample-data/latest --retailer b2c --profile cli-b2c` - Install the Sample B2C Data Module:
`fluent module install https://downloads.fluentcommerce.com/v1.0.0/modules/fcx/b2c-sample-data/latest --retailer b2c --profile cli-b2c`
Configure & Install the Sample Data Inventory Module
The Sample B2C Data Inventory Module requires a module configuration file:- Configure the Sample B2C Data Inventory Module:
`fluent module config https://downloads.fluentcommerce.com/v1.0.0/modules/fcx/b2c-sample-data-inventory/latest --retailer b2c --profile cli-b2c` - Install the Sample B2C Data Inventory Module:
`fluent module install https://downloads.fluentcommerce.com/v1.0.0/modules/fcx/b2c-sample-data-inventory/latest --config module.config.b2c.b2c-sample-data-inventory.json --retailer b2c --profile cli-b2c`
Test your Account Setup
Now that you have completed the set up of the Account and Retailer, let’s test it out.We’ve added a Profile Export capability for a Postman Environment File which can be used with the Postman Collection provided in the Sample B2C Project postman folder.- Export the Profile for Postman:
`fluent profile export cli-b2c --format postman --retailer b2c`This will create a new Postman Environment File in the current working directory.- Open the Postman Environment File and copy the password for the b2c Retailer Admin User.
- Open the Postman Environment File and copy the password for the b2c Retailer Admin User.
- Open the Fluent OMS web app in a browser, and log in to the Fluent OMS web app:
`https://<account_id>.sandbox.apps.fluentcommerce.com/oms/`- Take a look around at the following areas to see the data created:
- Retailers
- Carriers
- Users
- Roles
- Settings
- Locations
- Networks
- Product Catalogues (Including Products & Categories)
- Inventory Catalogue
- Virtual Catalogues
- Control Groups
- Take a look around at the following areas to see the data created:
- Import the Environment File and CLI Test Collection into Postman
- Authenticate the Account Admin User
- Run the “Get Plugin Rules” request. Click on the “Visualize” tab in the response window to view the Installed Plugins and Rules library.
- Authenticate the Retailer Admin User
- View the installed Workflows
- Create a Customer
- Create a CC Order
- Create a HD Order
- Authenticate the Account Admin User
- Return to the Fluent OMS web app, and view the new Orders, and the Inventory Reservations
- Open the Fluent Store web app:
`https://<account_id>.sandbox.apps.fluentcommerce.com/store/`- Log in with username / password: B2C_SYD_1 / B2C_SYD_1
Note: Replace the 1 with the relevant Retailer Id, should this not be the first Retailer in the Account. - Create a Wave, and complete the Pick, Pack, Dispatch process
Note: You can see the Order and Fulfilment statuses change for each step in Fluent OMS - Collect the Articles using the Customer Collection and Carrier Collection Screens
- The Orders should now be completed
- Log in with username / password: B2C_SYD_1 / B2C_SYD_1
