Transcript Document

E-Commerce
Part 1 – Introduction
What is E-Commerce?
• Electronic commerce, commonly known as ECommerce, is the buying and selling of products or
services over electronic systems such as the Internet
and other computer networks.
• In 2010, e-commerce grew faster on a year-to-year
percent change basis than total economic activity
E-Commerce Table of Contents
• Introduction
• Adding Catalogues and Products
• Importing Product Data Into An Online Store
• Customizing the Appearance of Catalogues and Products
• Discount Codes and Vouchers
• Checkout Process and Shopping Cart
• CRM Management
E-Commerce Resources
• Checklist about what to ask you or your client before starting E-Commerce
• Checklist for setting up your shopping cart
• Links to E-Commerce Resources and Tools
E-Commerce
Part 2 – Adding Catalogues and Products
Adding a Catalogue
• Catalogues are basically the container for all your
products, without creating a catalogue your users can
not access products on your online store
• E-Commerce > Catalogues > Add or Import Catalogues
• Enter Details, such as name, parent catalogue and
description
• Save
Accessing the catalogue and adding it to a page
• Actions > Add catalogue to a web page > Select
“store”. Click on “1-Click-Insert” > Add this catalogue
• {module_catalogue,CATALOGUEID}
• {module_cataloguelistdump,CATALOGUEID}
• {module_cataloguelistdump,-1}
Adding products to your catalogue
• E-Commerce > Products > Add Product
• Enter Details, such as name, product code and
description
• Save
Product Pricing
• Choose the currency that the product will be sold in
and a enter a Sell Price
• “Recommended Retail Price”: show your product is
discounted
• Pricing Type Wholesaler: Customer must be logged
in, and the customer must be set to wholesale under
CRM > Customer > Subscriptions
• Add Volume Discounts and Tax Code if applicable
Adding a product to a catalogue
• E-Commerce > Products > Catalogs
Tab
• Assign this product to its parent
catalogue by moving it from the left
to the right panel
E-Commerce
Part 3 – Importing product data into an online store
Importing product data into an online store
• E-Commerce > Products > Import Products
• Download template file
• If store contains existing products,
export the list of product data FIRST
to update and re-import to the system:
• Choose E-Commerce > Products
• Click on Export
• Select entire product list
• Use Microsoft Excel to edit the file to add, edit or remove products
How to import – 1-0-1
• Most common pitfall: Including special characters and white spaces in image names/paths
• In Microsoft Excel, save the file as CSV file type, TXT file type or the Unicode file type (if you need to fully
support UTF8 character set)
• Save as Unicode Text file if your site uses a non-English character set such as Chinese, Japanese, Arabic, and
others
• Click Import > Select the file
• Click on Next
E-Commerce
Part 4 – Customizing the Appearance of Catalogues and Products
Overall Layout
• Site Manager > Module Templates > Online Shop Layouts
• Used when displaying catalogs and products to customers
• The complete list of tags for that layout: Tags - Quick reference
• There are 3 main elements to the Overall Layout
• The header which consists of Catalog Breadcrumbs and Shopping Cart
Summary modules
• The list of sub-catalogs in the current catalog
• The list of products in the current catalog
Individual Catalog Layout
• Site Manager > Module Templates > Online Shop Layouts
• This layout allows you to customize the appearance of an
individual catalog
• This template provides very granular customization
• Individual tags that can be found here are
Common Catalogue Customizations
• Site Manager > Module Templates > Online Shop Layouts
• Customizing how sub-catalogues list appears:
{tag_cataloguelist,rowLength,targetFrame,notUsed,sortType,
hideEmptyMessage,list/table}
• Adding a description to a catalogue
• Hiding catalog description for detailed product view:
• <div id="catdesc" style="display:none">{tag_description}</div>
• <script type="text/javascript">document.getElementById('catdesc').style.display = "block";</script>
Individual Product Layout (Small)/List Layout
• Site Manager > Module Templates > Online Shop Layouts
• This layout is used when the individual product module is inserted
onto the page and it is also used when the products are
displayed in the list view
• Complete list of tags
• {tag_addtocart} and {tag_addtocartinputfield}
• {tag_buynow}
• {tag_totalprice} and {tag_totaldiscountprice}
Individual Product Layout (Large)
• Site Manager > Module Templates > Online Shop Layouts
• This layout is used for detailed (large) view of the product
• Link directly to this view of the product
• Complete list of tags
• {tag_grouping} and {tag_groupinglist}
• {tag_relatedproducts} and {tag_relatedproductslist}
• Poplet images {tag_poplets}
• Product Attributes {tag_attributes}
E-Commerce
Part 5 – Discount Codes and Vouchers
Discount codes
• Discount codes allow customers to get a percentage or
the amount off the total of the goods being purchased
• Shipping charges are not discounted!
• E-Commerce -> Discount Codes
• Add {tag_discountcode} to shopping cart layout: Site
Manager > Module Templates > Online Shop Layouts >
Shopping Cart
Gift Vouchers
• Creating Gift Voucher products: E-Commerce > Products > More
Options > Gift Voucher
• Creating Gift Vouchers manually: E-Commerce > Gift Vouchers >
Create a new Gift Voucher
• Adding Gift Voucher as payment option: When you re-insert the
form the system will add a new payment option which is Gift
Voucher
Gift Voucher Customization
• Site Manager > Module Templates > Online Shop
Templates > Gift Voucher Form
• Customize email that is sent to the recipient with
the details of the gift voucher by going to Site
Manager > System Emails
E-Commerce
Part 6 – Shipping Options and Payment Gateway Setup
How the Shipping Options work on the frontend of your
E-Commerce site
• {tag_shippingoptions}, inside your shopping cart layout, will
display the shipping options
• System will take into account product weights and dimensions
and will automatically apply the correct shipping
• Will also take into account the catalogues to which the shipping
options doesn't apply
• Destination Country dropdown
Setting up User Defined Shipping Options
• E-Commerce > Shipping Options > Add New Shipping
Option
• Choose User Defined from the Type dropdown
• Select Country, Description, Shipping Price, Tax Code
and More Options
Integrated Shipping options - UPS
• In order to use integrated shipping you have to add weight and dimensions to all your
products
• Setting up UPS:
• Need to first obtain the account details from the shipping provider: Account Number,
User ID, Password, Origin Zip/Postcode
• For more detailed information on how to set up UPS as an integrated shipping option,
go to:
http://kb.worldsecuresystems.com/833/cpsid_83320.html#main_shipping_ups
UPS, the UPS Shield trademark, the UPS
Ready mark, the UPS OnLine Tools mark
and the Color Brown are trademarks of
United Parcel Service of America, Inc. All
Rights Reserved.
Payment Gateways
• Upgrade the site before you try set up a payment gateway,
basically the only chance to thoroughly test the gateway
• Use a payment gateway (seamless or non-seamless) to
process credit card payments through a payment gateway
• Use offline payment methods such as COD, Check or Direct
Debit
• Note: You can only use one payment gateway per website
plus PayPal Standard!
Seamless vs. Non-seamless payment gateways
• Seamless payment gateway: processes credit cards
directly on your online shop website without
redirecting the purchasing customer to any
3rd party website
• Seamless and real-time
• Non-seamless: will redirect the purchasing
customer to the payment gateway website to process the payment and will redirect the
customer back to the online shop after this has been completed
Setting Up a Payment Gateway
• E-Commerce > Payment Gateways
• Each Payment Gateway has different requirements, such as
user account name, merchant ID, transaction key, etc.,
depending on the gateway provider.
Testing payment gateways
• Create a 1 cent product, and add it to your catalogue
• Purchase the product using all available payment methods
• Ensure the order is created. If using PayPal, ensure the payment status is set to “success”
• Check your invoice that you were emailed
• Ensure the site owner has received their order workflow notification
• Reference test cards if needed:
http://www.infomerchant.net/creditcardprocessing/credit_card_test_numbers.html
Setting up PayPal Website Payment Pro Setup
• www.paypal.com
• E-Commerce > Payment Gateways
• Obtain Username, Password and an API
signature from PayPal
• PayPal: My Account -> Profile >
Request API credentials
• Setting up for Recurring Billing (If required): need to opt-in for a 'Fraud Management' package
• Note: to collect recurring payments you must select a payment gateway that supports them
E-Commerce
Part 7 – Checkout Process and Shopping Cart
Shopping Cart Layout
• Site Manager > Module Templates > Online Shop Layouts >
Shopping Cart
• This layout details all the products in the cart including taxes,
costs and total
• Complete list of tags
Registration (Buy)
• Site Manager > Module Templates > Online Shop Layouts >
Registration (Buy)
• Final step of the checkout process
• Registration form collects customer's details such as name, email
address, shipping address, billing address, payment details and it can
collect anything else you want to collect
• Form used by default: Online Shop Purchase Form in Site Manager >
Web forms > Online Shop Purchase Form
Adding additional fields to the registration form
• Site Manager > Web forms > Online Shop Purchase Form
• Add custom fields to Web Form
• Re-inserting into Site Manager > Module Templates > Online Shop Layouts >
Registration (Buy)
• This the only form that can not be inserted into the layout as a module!
Adding and removing unwanted payment options
• Adding: Example – Adding a Direct Debit option
<input id="PaymentMethodType" type="radio"
name="PaymentMethodType" value="8"/>Direct Debit
• Removing: Site Manager > Module Templates > Online
Shop Layouts > Registration (Buy) > HTML View > Delete
Option > Save
Registration (Quote)
• Registration (Quote): Site Manager > Module Templates > Online Shop
Layouts then click Receipt (Quote). This layout is very much similar to the
"purchase layout", but it uses "Online Shop Quote Form“ by default
E-Commerce
Part 8 – CRM Management
Searching existing Orders
• Orders are records of product or services that have been ordered by the
customer, and each order is linked to a CRM customer record
• Select CRM > Orders
• Set relevant filters > Click 'View' next to the applicable record
Manually Creating an Order
• CRM > Orders > Find Customer to create a new order > Orders Tab > Create
New Order
• Fill in details
• Save
Automated Orders
• When an order is created via your
online shop, several things are
automated:
• An order will be created
• The orders details and products will be filled in as per the customer's order
• When using a payment gateway is set up,
• If payment succeeds, an invoice will be generated and emailed to the customer
• If payment fails then no invoice is generated, but an order is still created
Editing an Order
• Order > Edit
• Adding and editing products in a order: To add more products
click on the Add Another Product link
• Adding a AWB number and Tracking URL: Enter the relevant
tracking number and URL for this particular order and click save
Recurring orders
• When editing an order, select Recurrence/Direct Debit
• Set the Recurring Status to enabled
• Choose the cycle type for the period of time to elapse before
each recurrence (daily, weekly, monthly etc.)
• Choose the Next Invoice Date, after which the recurrence cycle
will begin, and choose a date for the re-occurrence to end
• Your Payment Gateway must support recurring billing!
Making payments on Orders
• Note: You should already have actually received the
payment!
• Select Offline Payments and then choose your Payment
Method, the Payment Amount, the Payment Date and the
Payment, Save
• Select an order workflow to fire when orders are created
(set up workflows under Site Settings > Manage
Workflows
Customizing Invoices
• Invoice is the systems email that is sent to the
customer automatically upon the online shop
purchase
• Site Manager > System Emails > Invoice
• Complete list of tags
• Note, there is no tag for recommended sale
price, only the retail price is available!
Printing and emailing an invoice
• Print: Find the order and click on Print > Invoice
• Email: Find the order and click on Email > Email me or Email Invoice