Intro

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					Avenet Commerce Engine
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Overview .........................................................................................................................................................2
Planning your Store .........................................................................................................................................3
  Pay Pal Merchant/Business Accounts .........................................................................................................3
  About Shipping Estimates ...........................................................................................................................4
    “Total Order Price” Shipping Estimation ................................................................................................4
    “Package Sizes” Shipping Estimation .....................................................................................................5
Configuring Your Store ...................................................................................................................................6
  PayPal ID .....................................................................................................................................................6
  Messages: Order Review and Thank You Message ....................................................................................6
  Calculate Shipping by Total Order Price .....................................................................................................6
  Calculate Shipping by Package Sizes ..........................................................................................................7
  Taxation .......................................................................................................................................................7
Adding a Product List ......................................................................................................................................9
  About Configurations ..................................................................................................................................9
  Adding Items .............................................................................................................................................10
    Summary ...............................................................................................................................................10
    Description ............................................................................................................................................10
    Configurations .......................................................................................................................................10
    Taxation .................................................................................................................................................11
    Shipping Details for “Total Order Price” estimate method ...................................................................11
    Shipping Details for “Package Sizes” estimate method ........................................................................11
    Image .....................................................................................................................................................11
Adding a SuperForm .....................................................................................................................................13
  Planning your SuperForm..........................................................................................................................13
  The “Add SuperForm” button ...................................................................................................................14
    Summary ...............................................................................................................................................14
    Description ............................................................................................................................................15
    Configurations .......................................................................................................................................15
    Taxation .................................................................................................................................................15
    Shipping Details for “Total Order Price” estimate method ...................................................................15
    Shipping Details for “Package Sizes” estimate method ........................................................................15
    Image .....................................................................................................................................................16
Managing Your Inventories ...........................................................................................................................17
  Inventory On Hand ....................................................................................................................................17
  Threshold ...................................................................................................................................................17
  Pending ......................................................................................................................................................17
  Waiting To Ship ........................................................................................................................................17
Reviewing Your Orders .................................................................................................................................18
  Sorting the Order List ................................................................................................................................18
  Reviewing an Order‟s Details....................................................................................................................18
  Searching for Orders..................................................................................................................................18
  Downloading Order Data...........................................................................................................................19




             Table of Contents
Overview
    Avenet Commerce Engine is an add-on module which adds powerful new functionality to add
    electronic transactions to your site.

    Many vendors offer “e-commerce” features; usually, this refers to an ability to custom-build pages
    or components for a specific purpose, such as single online form, or a to sell a fixed number of
    items.

    In this case, though, Avenet has gone to great lengths to build a system which allows YOU to
    build and maintain whatever sort of commerce system you need. Need to sell permits online?
    Done. How about posters, shirts, hats, or other products? We‟ve got that too. Purchase-enabled
    applications, contribution forms, and even online stores with multiple departments of products can
    all be offered to your site‟s visitors using the Avenet Commerce Engine (and, in some of case, our
    SuperForms module as well).

    Avenet has chosen PayPal as our transaction partner. Not only is PayPal the most recognizable
    and trusted brand for online payments, it also offers the most payment options for an extremely
    affordable “per transaction” price. Additionally, our PayPal partnership removes the extra burden
    of attempting to securely retain sensitive customer information. Your site will only retain your
    visitor‟s product orders and shipping information; all other details are retained and managed by
    PayPal.

    As with all our tools, Avenet is proud of our commitment to build systems to better serve our
    customers. If you have feedback, ideas for new features, or other comments on SuperForms,
    please share them with our Customer Service Center.




    Avenet Commerce Engine             Page 2 of 19
Planning your Store
      The Avenet Commerce Engine is driven by two additions to your site. First, you‟ll find some new
      links in your “Data Center” (NOTE: to view your site‟s Data Center, you must login as a
      “SuperUser”). These links will prepare your site to receive online transactions, as well as allow
      you to review your site‟s orders. Second, you‟ll find a new datatype has been added, named
      “Product List”. In many ways, a “Product List” is similar to the “Quick List” or “Events”
      datatypes: each Product List contains a section introduction, which is then followed by a
      sequential collection of “items”, presented in a “list” format. Any number of Product List sections
      can be added to your site; all of your Product Lists will share the same commerce settings, and all
      orders gathered from Product Lists are collected centrally for review and fulfillment.

      Since Product Lists are still “datatypes”, they can also contain other sections, including other
      Product Lists. As such, you can “nest” Product Lists to create a rich, organized product hierarchy
      for your visitors to navigate while visiting your site.

  Pay Pal Merchant/Business Accounts
      All transactions are processed using PayPal. So, to begin accepting payments on your site, you
      must first create a PayPal account.

      PayPal accounts are free to create and maintain; they are “paid” for by taking a small percentage
      (2.2% to 2.9%) of each of your site‟s transactions, plus a flat fee of $0.30. These payments are
      deducted from the amount that you receive; they are never “added” to a customer‟s order. Keep
      this in mind while determining prices for your items.

      Payments are received and held in an interest-bearing money market account. PayPal can “cut a
      check” at your request, or your PayPal account can be “linked” to a checking account, allowing
      payments to be sent directly to your bank (the preferred method).

      Before creating your PayPal Account, you should prepare the following items:

  -   Create an email account to “attach” to PayPal transactions. Perhaps payments@mygroup.com.
      Avoid using a specific person‟s name. This email will be shared with anyone performing a
      transaction on your site, and will also be used to “link” your Avenet-hosted site to the PayPal
      system.

  -   Review PayPal‟s terms and conditions. Consider having your legal counsel review it as well.
      PayPal‟s Merchant Agreement covers groups, organizations, government entities, non-profits,
      individual businesses, or partnerships.

      To create your PayPal account, visit:
      http://www.paypal.com

      Once there, visit “Merchant Tools” and create a merchant account. You must create a PayPal
      account before configuring your site to accept payments.




      Avenet Commerce Engine              Page 3 of 19
About Shipping Estimates
  Web sites can not provide exact shipping amounts for online transactions; instead, sites calculate
  and charge an ESTIMATED shipping charge. Naturally, the goal of any site is to provide the most
  accurate estimate possible.

  Avenet‟s Commerce Engine provides two powerful, but very different, methods for estimating
  shipping: Total Order Price (with exceptions), and Package Sizes. Your complete site will share
  one method, so please review the following information carefully, and consider how your visitors
  might be purchasing the items or services offered by your site..

  “Total Order Price” Shipping Estimation
  When this model is selected, the total cost of each order is compared against a tiered scale, and
  assigned a matching shipping cost. As your site‟s administrator, you will build and maintain your
  tiered scale. For example:

                If an order’s total is            …then the shipping
                between…                          estimate might be…
                $0 and $30                        $3.50
                $30.01 and $50                    $5.00
                $50.01 and $100                   $7.00
                $100.01 and $500                  $9.00
                $500.01 and $99,999               $15.00


  As visitors build their orders, the costs of the items are added up, and compared against your tiered
  scale. This model is based on the assumption that, in general, expensive orders (either due to a few
  expensive items, or a large number of cheaper items) will cost more to ship.

  It‟s possible, though, that some of your items may not follow this rule. To handle these exceptions,
  the Commerce Engine lets you designate individual items as “shipping exceptions”. Exceptions
  are assigned a fixed shipping charge (or, if desired, a charge of “$0.00”). These items‟ costs do not
  contribute to the order total; instead, their fixed shipping charges are added to the shipping
  estimate AFTER the other items are compared to your tiered scale.

  Example:

  Your site offers three products: a tee-shirt ($12.00), a baseball cap ($10.00), and a Summer Picnic
  raffle ticket ($20.00). Tee-shirts and caps are shipped to users after they order, and the system will
  supply a shipping estimate. However, raffle tickets may be purchased online, but are picked up on
  the day of the picnic (in other words: no shipping charges). So, your “raffle ticket” item should be
  set as a “shipping exception”, and assigned a fixed shipping cost of $0.00.

  That evening, a visitor comes to your site and begins to purchase one tee-shirt, three baseball caps,
  and three raffle tickets. During checkout, the system will estimate the shipping as follows:

               One tee-shirt: $12.00               Non-exception item costs are added together
       + three baseball caps: $30.00
                = Sub-Total: $42.00           Non-exception item total is compared against the
                                          tiered scale; the subtotal is between $30.01 and $50,
                                                       therefore the Shipping Estimate is $5.00
       + three raffle tickets: $60.00        Each “exception” item is totaled separately. Since
                                            each raffle ticket has a fixed shipping of $0.00, the
                                                                  three tickets cost $0.00 to ship
      = Product Sub-Total: $102.00           Total Estimated Shipping : $5.00 + $0.00 = $5.00
                                   Total Order + Shipping: $107.00

  Avenet Commerce Engine               Page 4 of 19
 “Package Sizes” Shipping Estimation
There are two “weaknesses” with the “Total Order Price” shipping estimation. First, it assumes
that expensive items cost more ship. If this is not true for your site and your products/services, you
would most likely end up with more “shipping exceptions” than normal products.

Second, it limits your ability to ship multiple items by “grouping” them into one box or package.
For instance, it may cost you the same to ship three hats as it does to ship one; if you can group
multiple items into one “package” for shipping, you can deliver your goods/products more
affordably. If visitors will be purchasing multiple quantities of your items, like “six pens” or “10
tickets”, you might consider using the “Package Sizes” method.

Setting up Package Size estimation is a two-step process. First, you will create a list of package
types that you use to ship items. Gather one of each size box, envelope, or other package size that
you‟ll be using to fulfill your customer‟s orders. Then, assign each package size a shipping cost.
Try filling the packages with a variety of your items, and check the shipping costs with your
delivery group (UPS, FedEx, US Mail, etc…).. Average out the variations, and then assign each
package size a “shipping estimate”.

After you‟ve build your virtual “mail room” of possible shipping packages (and the average cost
to ship each package), you will then be able to identify which package to use while shipping each
item, and how many such items you can fit within one such package.

“Package Size” shipping estimates are, in some ways, more flexible. There is no limit to the
number of “package sizes” your site can use. “SmallBox”, “LargeBox”, “PaddedEnvelope”,
“NoShipping”, and “FedExMailer” are all valid examples of package sizes. Once created, you can
assign these sizes to your products in any way needed.

In addition, this method allows visitors to order a quantity of similar items without paying
additional shipping charges. For example, let‟s say you use a medium-sized box to send out
baseball caps, and it costs an average of $2.50 to ship this size of box. In the “Store Information”,
you would create a package size called “MediumBox”, and assign it a shipping cost of “$2.50”.
Next, while configuring your baseball caps, you would inform the system that you can ship up to 5
(five) baseball caps in a single “MediumBox”. When visitors order these caps, they can order one,
two, or up to five caps while still being charged $2.50 for shipping. If they order six, they will pay
$5.00 (and receive two “Medium Boxes”).




Avenet Commerce Engine               Page 5 of 19
Configuring Your Store
         Before adding products or purchase-enabled forms to your site, you must first prepare your site.
         To do so, log in to your site‟s administration tool (http:www.yoursite.com/admin) as a
         “SuperUser”, and click the “Data Center” tab at the top of the screen.

         Notice the three links to “Manage your online store”: Review Orders, Store Information, and
         Configure Taxation.

         We‟ll start by using “Store Information” to configure our site‟s commerce features. Click “Store
         Information” to proceed.

    PayPal ID
         Since all commerce transactions will occur using PayPal, you must enter a valid PayPal ID int his
         field. Doing so will establish a “link” between your site and your PayPal account; this is required
         to “pass” your visitors back & forth between your Avenet-hosted website and the secure PayPal
         commerce engine. Additionally, this allows PayPal to update each order‟s status from “in
         progress” to “approved” or “denied” as your visitor‟s payments are cleared (or rejected) by
         PayPal‟s authentication systems.

         Simply enter the email address that you used to create your PayPal account.

    Messages: Order Review and Thank You Message
         These two messages are used during the payment/checkout process. As your site‟s administrator,
         you are free to include any text you feel is appropriate.

         While visitors review their orders before actually committing to their purchase, a text area appears
         below and to the left of order‟s contents. As the administrator, you can provide your own message
         in to appear in this “Order Review” space..

Consider summarizing your shipping policy, such as “All order shipped UPS Next Day Air”. At this time,
we would also suggest adding the text, “Please select a „Ship To:‟ state to continue with your purchase”.

Meanwhile, the “Thank You” message will appear AFTER the user has supplied their payment details
(credit card, PayPal account, etc). Perhaps a brief message of gratitude, followed by, “Please continue to
browse our site using the links along the left/at the top of the screen”.

    Calculate Shipping by Total Order Price
         NOTE: Before selecting a Shipping Calculation method, review the discussion above, “About
         Shipping Estimates” (page 4).

         To estimate your visitor‟s shipping cost based on the total cost of their orders, you‟ll need to
         create a “grid” of pricepoints and shipping charges; this grid will become your tiered scale of
         shipping charges.

         To begin, click to select the radio button next to “Total Order Price”. Next, click “Add Item”
         button immediately beneath this label.

         Each “step” in your tiered scale is comprised of a pricepoint and shipping charge. The price point
         represents the TOP of the range to which that shipping charge will apply. For example, if you first
         entry is “$10” for the pricepoint and “$1.50” for shipping, then all orders totaling between $0 and
         $10 will be charged $1.50 for shipping.




         Avenet Commerce Engine               Page 6 of 19
  Continue to add pricepoint/charge pairs as needed; there is no limit to the number of entries. There
  is no need to enter your pricepoints in a specific order; the system will automatically sort your grid
  as new entries are made.

  When finished, or to edit/delete entries in your grid, click “Finished” to return to the “Store
  Information” screen. To edit or delete entries, click the appropriate button next to each entry.

Calculate Shipping by Package Sizes
  NOTE: Before selecting a Shipping Calculation method, review the discussion above, “About
  Shipping Estimates” (page 4).

  If calculating your shipping is best done using the “Package Sizes” method, then you‟ll be adding
  different shipping boxes/envelops/packages to your site, along with an average cost that it costs
  you to ship each package.

  To begin, click to select the radio button next to “Package Sizes”. Then, click the “Add Item”
  button to begin adding your first package size.

  Each entry is comprised of a package “Name” and shipping “Charge”. Package names are limited
  to 50 characters (including spaces); they are only used within the administration tool, and will
  never be seen by your site‟s visitors. For the “Charge”, use an “average” that it would cost
  you/your group to ship a box that size.

  Since there is no limit to the number of shipping package sizes you can enter, you may want to
  add the same “size” multiple times, if you pack the box differently or with differently-weighted
  items. For instance, you might add “MediumBox-FeatherPens” and “MediumBox-PaperWeights”.
  It is usually not necessary to enter a unique shipping box for each product you sell, however the
  system is capable of tracking as many sizes as needed to provide the most accurate shipping
  estimate to your visitors.

  Keep in mind that adding package sizes to your store is only the first of two steps. After creating
  these sizes, you will assign them to each product that you add to your site (see “Shipping, Box
  Method” on page 11)

Taxation
  To comply with federal, state, and/or regional laws, it‟s possible that transactions on your site are
  subject to sales tax. As a general rule, your site must collect sales tax if your company or group
  maintains a retail location in the state each product is shipped to. For example, if your group is
  based in Minnesota and a visitor from Minnesota (based on her “ship to” address) purchases an
  item, then she must pay an additional 6.5% sales tax. However, if a visitor from Wisconsin orders
  (and your group does not have a retail location or outlet in Wisconsin), then no sales tax is
  required.

  In some states, different types of products are taxed differently; food items may be subject to
  different rates than clothing or other goods, for example. As such, the Commerce Engine allows
  you to create multiple tax categories, for different types of products you‟ll sell on your site.

  For example:

  Your site has offices in California, Illinois, Minnesota, and New York, and you‟re planning to sell
  t-shirts, hats, and candy bars on your site. While reviewing the state laws for sales tax in each of
  these states, you find that each of these states (within which your group maintains a retail office)
  has a different sales tax for general goods. In addition, three of these states do not tax food items,
  while Illinois charges 1% for food items. So, you‟ll need at least two tax tables: one for “general
  goods”, and another for “food”.

  Avenet Commerce Engine               Page 7 of 19
         Tax Category: General Goods                     Tax Category: Food
         Default Rate             0%                     Default Rate                    0%
         California               7.25%                  Illinois                        1%
         Illinois                 6.25%
         Minnesota                6.5%
         New York                 4.25%


Let‟s create the two categories first, “General Goods” and “Food” table first.

    1.    If necessary, click “Data Center”, and then “Configure Taxation”
    2.    Click “Add a tax category”
    3.    Enter a Category Name of “General Goods”, and a default rate of “0%”. Click “Add
          Item”
    4.    Enter the second Category Name, “Food”, and a default rate of “0” once again
    5.    Click Finished
    6.    You should now have two tax categories: General Goods and Food. Click to “Edit” the
          General Goods category and we‟ll enter our four state exceptions:
    7.    Select “CA” from the pull-down list of state abbreviations, and then enter “7.25” as the
          Tax. Click “Add Item”
    8.    Repeat step #1 for Illinois (6.25), Minnesota (6.5) and New York (4.25)
    9.    Click “Finished” when all exceptions have been entered.

To finish, you‟ll need to “Edit” the Food category, and supply our one exception for Illinois.
Follow the same steps as before: select “IL” from the list, and enter “1” for the Tax.

Adding Taxation Categories should be done before adding any products to your site. As you add
products and commerce-enabled forms to your site, you will assign one of your tax categories to
each item.




Avenet Commerce Engine               Page 8 of 19
Adding a Product List
    Once your store is configured (using the options in your site‟s “Data Center”), you may begin
    adding actual products to your site. To do so, you‟ll use the new “Product List” datatype (available
    by clicking “Add Subsection”, and selecting “Product List” from the pull-down list of available
    datatypes).

    The Product List is quite similar to other list-based datatypes, like the “Events” or “QuickList”
    datatypes. You can add a Product list anywhere on your site, and there is no limit to the number of
    Product Lists (or number of products within each list) your site can hold. The Product List starts
    with a “Section Introduction”, which contains any amount of text, imagery, or other content that
    you‟d like to display at the top of your page. In addition, you can “Add Subsections” within your
    Product List, allowing you to create a rich hierarchy of products lists by nesting your subsections.

    To begin, add a new subsection to a section on your site (perhaps within the “Home” page). Enter
    a name for your list, then select “Product List” as the Section Data Type..

    If you‟d like, you may edit the “Section Introduction” of your Product List, using the same
    methods you use to edit other Section Intros on your site.

    However, adding items to your product list is unique, with a new collection of settings, options,
    and controls.

  About Configurations
    Sometimes, you will have one item with a fixed price; visitors may order the item, enter their
    shipping and billing information, and they will receive that item.

    However, many of items may require additional “configurations”, such as choosing a size or color.
    Plus, some configurations may affect the cost of the item (perhaps an “Extra Large” is slightly
    more expensive), however each configuration shares the same name, description, image, shipping
    and taxation information.

    At this time, each item can have one list of configurations, however there is no limit to the number
    of configurations that an item may contain. As such, if your item requires two or more groups of
    configurations (for instance “Size” and “Color”), consider combining the configurations into a
    single list. For instance:

            Blue, Small
            Blue, Medium
            Blue, Large
            Red, Small
            Red, Medium
            Red, Large
            Etc…

    Each configuration is treated as an individual product, with it‟s own inventory controls and a
    unique cost “modifier” (for more details on cost modifiers, refer to “Configurations” below).




    Avenet Commerce Engine              Page 9 of 19
Adding Items
  To add an item to your Product List, click “Add Item”; this will lead to the “Summary” screen for
  your new item. To fully configure your product, you will use the blue navigation bar on the left of
  the screen to visit the six possible configuration screens for your item.

  Summary
  Four entry fields are displayed on the “Summary” screen:

  Name (required): Your item‟s name will be used in a variety of places. It will be the “headline” of
  the item‟s page, as well as appear in any list of items (on your primary “Product List” page, or if
  the Product List is promoted to another page on your site). The name field is limited to 255
  characters, including spaces.

  Base Price (required): This numeric value is the core cost of your item, before shipping and
  taxation, and before any “configuration cost modifiers” have been selected (for more details on
  cost modifiers, refer to “Configurations” below).

  Max Units/Purchase (required): This numeric value will determine the quantity of items that a
  visitor may purchase at one time. As such, it will determine the number of values listed in the
  “quantity” menu during the checkout process. NOTE: the value of this Maximum Units per
  Purchase option may be over-ridden if the item‟s inventory is a smaller value. For example, if
  you‟d like to allow people to purchase up to ten (10) baseball caps from your site at one time, but
  you only have eight (8) caps in your inventory, the quantity menu will contain the options “0, 1, 2,
  3, …, 8”.

  Summary: This text will be displayed beneath your item‟s Name on the primary “Product List”
  page. Use the summary text to proved a brief description of the item; the full text for your item
  will be entered as the actual “Description” (see below for your item‟s “Description”). If you are
  administering your site using Internet Explorer for Windows, the Summary field will contain a
  formatting toolbar (“Bold”, “Italic”, “Bulleted Lists”, etc), as well as a “Switch to HTML” link to
  enter raw HTML for your item‟s summary (other web browsers will support raw HTML tags)

  Description
  Your item‟s description appears when a visitor clicks to see the full details of an item. Similar to
  the “Summary”, if you are administering your site using Internet Explorer for Windows, the
  Summary field will contain a formatting toolbar (“Bold”, “Italic”, “Bulleted Lists”, etc), as well as
  a “Switch to HTML” link to enter raw HTML for your item‟s summary (other web browsers will
  support raw HTML tags

  Configurations
  As described above (see “About Configurations”, page 9), your item can have multiple
  configurations, thus allowing visitors to select a desired variation of your item. Configurations are
  NOT required; in fact, adding configurations to your item will require two additional “clicks” for
  visitors to purchase your item. However, if your item is available with a variety of colors,
  materials, showtimes, sizes, etc, then you‟ll need to build a list of configurations.

  Each “Configuration” has two options: a Configuration Name and a Cost Modifier.:

  The Configuration Name will appear when visitors attempt to add this item to their orders. The
  Name is can be up to 255 characters in length, however it suggested to keep the name short and
  manageable since it will appear in a pull-down menu for visitors to see.

  The Cost Modifier allows you to supply an addition charge or discount for a specific
  configuration. The Modifier will be combined with the item‟s Base Price when visitors add the
  item to their orders. For example, if your site sells sweatshirts that are $20.00, but the Extra Extra


  Avenet Commerce Engine               Page 10 of 19
Large size is $23.00, you could enter “20.00” as the sweatshirt‟s base price, and “3.00” as the Cost
Modifier for the XXL configuration (and “0.00” for the other sizes). The Total Cost (base plus
modifier) will automatically be displayed in the visitor‟s pull-down menu.

Taxation
If you site‟s items are subject to sales tax, then each item will need to be assigned to a “Taxation
Table” (aka Tax Category). It‟s necessary that you‟ve already created your tax categories in your
site‟s Data Center (see “Taxation”, page 7).

Each of your site‟s Tax Categories will appear in the list of “Taxation Tables”; simply select the
appropriate category from this list. For example, if this item is a consumable food or beverage,
you may have created a category for “Food” which should be assigned to this item. During the
checkout process, the system will then automatically calculate the appropriate taxation based on
the item being purchased and the visitor‟s “Ship To” state.

Shipping Details for “Total Order Price” estimate method
If your site uses the “Total Order Price” method to estimate shipping & handling, then you are
NOT required to supply any settings on your item‟s “Shipping Details” page. (refer to the
discussion, “About Shipping Estimates” on page 4, and “Calculate Shipping By Total Price” on
page 6).

However, it is possible to assign a “Fixed Shipping Charge” to any individual item. Doing so will
tell the system two things: first, the amount you enter for this charge will always be added to a
visitor‟s charges when this item is ordered. Second, if the visitor‟s order includes other items, this
item‟s cost will not be included in the “Total Order Price” which, in turn, determines the shipping
estimate for these other items.

NOTE: Any value entered into this field, included “0”, will force this item to be an “exception”
when calculating the shipping estimate.

Shipping Details for “Package Sizes” estimate method
If your site uses the “Package Sizes” method to estimate shipping & handling, then you‟ll need to
assign your item to one of your Package Sizes. Once assigned, you‟ll then need to inform the
system how many such items can be shipping in a single package. (refer to the discussion, “About
Shipping Estimates” on page 4, and “Calculate Shipping By Package Sizes” on page 7).

As such, for each item you‟ll need to visit the “Package Details” screen select the appropriate
“Shipping Container” (aka Package Size), and finally enter the number/quantity that a single
such container can hold, using the field, “Max Units/Container” (aka Max Items/Packagae).

For example, let‟s say you can ship three (3) sweatshirts in a single “medium box” (assuming you
have already added the “medium box” to your package sizes; see page 7). On the “Package
Details” screen for your sweatshirt item you would first select “Medium Box” as the Shipping
Container, and enter “3” for the Max Units/Container.

Image
You can also associate an image with your item. Only one image can be uploaded for each item; at
this time, you cannot upload different images for different configurations. Uploading an image of
your item uses the same steps as uploading artwork elsewhere to your site.

 To attach an image to your item, click “Image” in the blue navigation menu. Then, click
“Browse” (or “Choose File”) to select an image on your workstation. Images should be JPG or
GIF (PNG is also supported). Then, click “Upload”.




Avenet Commerce Engine               Page 11 of 19
You will then be shown a preview of the image you have uploaded. In addition, you may supply
the following details about your item‟s image:

A Title must be supplied for the image. This title will appear in the administration tool while
managing your item. In addition, if no “Caption” is provided, the Title will appear on your live
site as a “tool tip” (small yellow text blurb which appears while resting the mouse pointer over an
image) in some web browsers.

A Caption may also be supplied for your item‟s image. The caption will appear on your live site,
directly beneath your image. In addition, the caption‟s text will appear as the image‟s “tool tip”,
instead of the Title.

Link and Target options may be supplied if you‟d like the image to link to different web page.
Enter a complete and valid URL/web address into the “Link” field, and use the “Target” menu to
select either “New…” (this will leave the original browser window open and pointed to your own
site, with the “Link” site appearing in a new window) or “Inline…” (opening the “Link” site in
the browser‟s current window, possibly leading them away from your own site) .

A Dimension may be selected for your item‟s image. The system will suggest appropriate sizes
for your image; simply click to select one of the sizes, then click “View Resize” to preview your
choice.

When you are finished configuring your image, click “Apply”.

Once you have assigned an image to your item, you may “Edit”, “Delete” or change the alignment
of the image. NOTE: At this time, there is no alignment difference between “Left” and
“Alternating”; both options will align you image to the left your product‟s description. “Right”
will align your image to the right of your product‟s description.

Be sure to click “Finish” to save your changes.




Avenet Commerce Engine              Page 12 of 19
Adding a SuperForm
    Avenet offers another powerful “add-on” module, “SuperForms”, allowing sites to offer rich
    interactive online forms. SuperForms can contain pull-down menus, checkboxes, and other
    common form elements, and arrange those elements among multiple pages. In addition, a
    SuperForm can perform series of arithmetic operations, using numeric values supplied by visitors.

    When combined with the Avenet Commerce Engine, Avenet‟s SuperForms can provide a
    powerful tool for collecting complex visitor input, and then proceeding to collect online payments
    in association with that input. Further, the amount collected can be based directly on the answers
    that the visitor‟s provide.

    For example, let‟s say your site offers an online application for transportation permits; the cost of
    the permit depends on the weight of the vehicle. First, you would build the permit application
    form, and include a pulldown menu allowing visitors to select from a range of vehicle weights.
    While building this pulldown menu, you (as the administrator) would assign different dollar
    amounts to each of the weights:

             Vehicle Weight                         Dollar Amount
             Less than 2000lbs                      $3.00
             2000-4000lbs                           $5.00
             4000-6000lbs                           $7.50
             Greater than 6000                      $9.00

    Once this form is created, you would then “link” this SuperForm to a Product List on your site.
    Once visitors completed the form, they would proceed to provide payment information (using
    Visa, MasterCard, PayPal, etc) to complete their application. The amount they are charged would
    be based directly upon the answer they supplied on their permit application.

    Avenet customers who have purchased SuperForms should review their documentation on
    creating calculation fields before continuing.

  Planning your SuperForm
    To “purchase enable” one of your SuperForms, you must first create the actual SuperForm. On
    that form, you must include at least one “Calculation Field”. Even if your form does not require
    any actual arithmetic or calculations, you‟ll need to create a single calculation field to “link” the
    SuperForm to your Product List. So, if necessary, create a calculation field on your SuperForm,
    even if its only calculation is to multiply the constant “1” and a numeric field on your form.

    Once a SuperForm with a Calculation Field has been added to your site, you‟ll notice a new button
    in the “Product List” summary screen. In addition to “Add Items” (see page 10), you‟ll see an
    “Add SuperForm” link. However, some added planning might be helpful…

    Once a SuperForm is “joined” to a Product List, there could be two ways a visitor can find and
    start the form. First, the SuperForm itself will still be a section on your site, and most likely appear
    in your site‟s navigation. Secondly, the Product List will proved a link to the SuperForm
    (assuming enough items); this link will appear and disappear from your site depending on the
    Inventory controls of your Product List.

    To avoid confusing users, we strongly suggest hiding the first of these links (the original
    SuperForm section). Additional, for the sake of organization, you should consider moving your
    SuperForm section “inside” of your Product List section. This “clean-up” should be done after you
    have created and tested both your SuperForm, and the Product List to which the form has been
    linked. Steps to hide and move your SuperForm section include:



    Avenet Commerce Engine               Page 13 of 19
      1.   If necessary, click “Content Tools”
      2.   Click to select your SuperForm in the content hierarchy map
      3.   Click “Configure Section”
      4.   Set the “Display in Menu” option from “On” to “Off”. This will hide the link to this
           section
      5.   Click “Finished”
      6.   Click “Move this Section”. This will display the content hierarchy map again…
      7.   Click the name of your Product List to which this SuperForm has been “linked”

The “Add SuperForm” button
  To link one of your SuperForms to a Product List “item” (or, in other words, to “purchase-enable”
  a SuperForm), you will use the “Add SuperForm” button. This button appears on the primary
  screen of the Product List datatype. However, before the “Add SuperForm” button appears, a
  number a criteria must be met:

          Your site must have purchased/licensed BOTH the SuperForms and the Avenet
           Commerce Engine modules

          You must have configured your store information in the Data Center (see page 6)

          You must have at least one SuperForm on your site. In addition, there must be at least
           one SuperForm that is not already “linked” to a Product List; each SuperForm may only
           be used once as a Product List item.

          The SuperForm must include at least one Calculation Field

  Once these criteria have been met, you will see the “Add SuperForm” button, next to the “Add
  Item” button, while creating a Product List.

  Clicking “Add SuperForm” will present a screen with nearly identical options to “Add Item”.
  However, the Summary page contains some new options…

  Summary
  Four options are displayed on the “Summary” screen:

  Name (required): Your SuperForm‟s item name will appear in the list of items (on your primary
  “Product List” page, or if the Product List is promoted to another page on your site). The name
  field is limited to 255 characters, including spaces.

  SuperForm Field (required): This pull-down list contains all available calculation fields on your
  site, grouped according the SuperForms which contain them. Use this list to choose the
  appropriate field which provides the cost which visitors will be charged. The visitor will be
  charged whatever value is contained in this field once the visitor finishes the SuperForm. If your
  SuperForm contains multiple calculation fields which are “chained” together (perhaps two
  calculation fields gathering subtotals, and third which produces a grand total), be sure to select the
  “grand” or “final total” field.

  Skip to checkout on completion: If this box is not checked, the user will view the “Thank You”
  message of your SuperForm when completed, and an “item” will be added to their online order.
  However, the visitor must, at some point, click “Review/Place Order” to continue the payment
  process. A user can complete multiple SuperForms, and even add addition products or items to
  their order as well, and pay for all items and forms with one payment). As such, leaving this box
  unchecked may encourage users to purchase additional products on your site before providing
  their payment information; it suggested that your SuperForms‟ “Online Thank You” message
  includes some information on that ability.

  Avenet Commerce Engine               Page 14 of 19
By checking this box, however, visitors will skip to your SuperForm‟s “Thank You” message, and
proceed immediately to the Order Review screen. This will encourage users to immediately
provide their payment information once the SuperForm is completed.
NOTE: This box does has no effect if the SuperForm is also SSL-enabled. An SSL-enabled
SuperForm will ALWAYS display it‟s “Online Thank You” message, and will ALWAYS lead to
the Order Review page when the form is completed.

Summary: This text will be displayed beneath your item‟s Name on the primary “Product List”
page. Use the summary text to proved a brief description of the item; the full text for your item
will be entered as the actual “Description” (see below for your item‟s “Description”). If you are
administering your site using Internet Explorer for Windows, the Summary field will contain a
formatting toolbar (“Bold”, “Italic”, “Bulleted Lists”, etc), as well as a “Switch to HTML” link to
enter raw HTML for your item‟s summary (other web browsers will support raw HTML tags)

Description
Your SuperForm item‟s description appears when a visitor clicks to see the full details of an item.
Similar to the “Summary”, if you are administering your site using Internet Explorer for Windows,
the Summary field contains a formatting toolbar (“Bold”, “Italic”, “Bulleted Lists”, etc), as well as
a “Switch to HTML” link to enter raw HTML for your item‟s summary (other web browsers will
support raw HTML tags

Configurations
SuperForm items have no configuration options.

Taxation
If you site‟s items are subject to sales tax, then each item will need to be assigned to a “Taxation
Category”. It‟s necessary that you‟ve already created your tax categories in your site‟s Data Center
(see “Taxation”, page 7).

Each of your site‟s Tax Categories will appear in the list of “Tax Categories”; simply select the
appropriate category from this list. For example, if this item is a consumable food or beverage,
you may have created a category for “Food” which should be assigned to this item. During the
checkout process, the system will then automatically calculate the appropriate taxation based on
the item being purchased and the visitor‟s “Ship To” state.

Shipping Details for “Total Order Price” estimate method
If your site uses the “Total Order Price” method to estimate shipping & handling, then you are
NOT required to supply any settings on your SuperForm item‟s “Shipping Details” page (refer to
the discussion, “About Shipping Estimates” on page 4, and “Calculate Shipping By Total Price”
on page 6).

However, it is possible to assign a “Fixed Shipping Charge” to any individual item. Doing so will
tell the system two things: First, the amount you enter for this charge will always be added to a
visitor‟s charges when this item is ordered. Second, if the visitor‟s order includes other items, this
SuperForm item‟s cost will not be included in the “Total Order Price” which, in turn, determines
the shipping estimate for these other items.

NOTE: Any value entered into this field, including “0”, will force this item to be an “exception”
when calculating the shipping estimate.

Shipping Details for “Package Sizes” estimate method
If your site uses the “Package Sizes” method to estimate shipping & handling, then you‟ll need to
assign your SuperForm item to one of your Package Sizes. Once assigned, you‟ll then need to
inform the system how many such items can be shipping in a single package. (refer to the



Avenet Commerce Engine               Page 15 of 19
discussion, “About Shipping Estimates” on page 4, and “Calculate Shipping By Package Sizes” on
page 7).

NOTE: At this time, multiple SuperForm items cannot be grouped into a single package shipment.
Any value entered into the “Max Items/Package” field will be ignored; the system will
automatically use a value of “1” for a SuperForm item.

Image
You can also associate an image with your SuperFormitem. Only one image can be uploaded for
each item; at this time, you cannot upload different images for different configurations. Uploading
an image of your item uses the same steps as uploading artwork elsewhere to your site.

 To attach an image to your item, click “Image” in the blue navigation menu. Then, click
“Browse” (or “Choose File”) to select an image on your workstation. Images should be JPG or
GIF (PNG is also supported). Then, click “Upload”.

You will then be shown a preview of the image you have uploaded. In addition, you may supply
the following details about your item‟s image:

A Title must be supplied for the image. This title will appear in the administration tool while
managing your item. In addition, if no “Caption” is provided, the Title will appear on your live
site as a “tool tip” (small yellow text blurb which appears while resting the mouse pointer over an
image) in some web browsers.

A Caption may also be supplied for your item‟s image. The caption will appear on your live site,
directly beneath your image. In addition, the caption‟s text will appear as the image‟s “tool tip”,
instead of the Title.

Link and Target options may be supplied if you‟d like the image to link to different web page.
Enter a complete and valid URL/web address into the “Link” field, and use the “Target” menu to
select either “New…” (this will leave the original browser window open and pointed to your own
site, with the “Link” site appearing in a new window) or “Inline…” (opening the “Link” site in
the browser‟s current window, possibly leading them away from your own site) .

A Dimension may be selected for your item‟s image. The system will suggest appropriate sizes
for your image; simply click to select one of the sizes, then click “View Resize” to preview your
choice.

When you are finished configuring your image, click “Apply”.

Once you have assigned an image to your item, you may “Edit”, “Delete” or change the alignment
of the image. NOTE: At this time, there is no alignment difference between “Left” and
“Alternating”; both options will align you image to the left your product‟s description. “Right”
will align your image to the right of your product‟s description.

Be sure to click “Finish” to save your changes.




Avenet Commerce Engine              Page 16 of 19
Managing Your Inventories
    One of the most powerful features of the Commerce Engine is it‟s automated Inventory Controls.
    In many ways, the Inventory Controls are similar to the systems “Events” system. If you add an
    Event to your site, the system will automatically hide it once the date has passed.

    Similarly, if you are “out of stock” of an item, the system will automatically hide it from the
    public site, until you add more items to your inventory.

    Inventory controls apply to both basic items and SuperForm Items. If you have no inventory of a
    particular item it will not appear. NOTE: If one of your items is not appearing on your public site,
    be sure to check the inventory!

    Each Product List section has its own Inventory controls. To access these controls, click “Manage
    Inventory” on your Product List‟s primary screen (the link appears in the “Section Tools” area,
    just beneath “Configure Section”.

    Inventory Management will list all configurations of all items in your Product List. For instance, if
    you sell sweatshirts in Small, Medium and Large, you will see that each of those sizes has its own
    independent inventory.

    There are four columns appearing on the Inventory Management Screen. As the administrator, you
    can directly edit two of these: Inventory On-hand and Threshold. To edit these fields, click the
    “Edit” button.

  Inventory On Hand
    This refers to the number of items, or item configurations, you have available for sale. For a
    product to appear, you must have one (1) or more items in your inventory.

  Threshold
    If you‟d like remove an item from site before its inventory is completely sold out, you can enter a
    “Threshold” value. For an item to appear on your site, the Threshold value MUST be smaller than
    the Inventory On Hand. If the Inventory drops beneath the Threshold, the system will hide this
    item. In most cases, the Threshold can be set to “0”; however, some sites may also accept product
    orders from other sources (telephone, postal service, etc). Or, if products begin to sell extremely
    quickly (exceeding 15 or 20 per minute), it is possible that orders may be placed on your site
    before PayPal can authorize visitor‟s payments. In such cases, use the Threshold controls to
    provide a “safety buffer” of 5 or 10 items, to ensure that all orders can be filled.

  Pending
    Once an order has been placed and PayPal‟s payment information has been collected, the order is
    assigned a “Pending” status. Usually, PayPal requires 2-10 seconds to fully authorize a payment,
    however some payment methods may take longer.

  Waiting To Ship
    Once an item has been fully ordered, and the transaction is complete, it must be shipped. The
    Inventory Management table will list the number of items waiting to be shipped/closed; to tell the
    system that it has BEEN shipped, use the “Order Review” features (see Reviewing Your Orders,
    page 18)




    Avenet Commerce Engine               Page 17 of 19
Reviewing Your Orders
     Once your site has been configured to accept orders, and once you‟ve added items to your Product
     List, you can start receiving orders. The “Review Orders” screen (available under the Data Center
     tab) will soon become “nerve center” for site‟s commerce activities.

     The Review Order screen is visually divided into top and bottom halves. The bottom half contains
     your list of orders, while the top half allows you to refine and manage that list. We‟ll begin by
     reviewing the list at the bottom of the screen.

  Sorting the Order List
     On first viewing, the Order List will be sorted according the system‟s Order Number (#). Notice
     that the other column headers (Order Date, Customer Name, Ship To, PayPal Status, and Order
     Status) are hyperlinks. Clicking these column headers will re-sort the order list by that criterion.

  Reviewing an Order’s Details
     To review the details of a specific order, click either the Order Number (#) or the name of the
     customer (both of these items are hyperlinked).

     All details from the order are displayed:

             OrderID: A unique number to refer to this specific order. Customers are aware provided
              with this OrderID number.

             Customer Name: The name of the customer, last and first.

             Shipping Address: The address to which the customer has requested your
              products/items/physical receipts be mailed.

             Order Date: The date the order was placed

             PayPal Auth#: A unique number is assigned to all transactions that move through
              PayPal. In case of payment disputes, the PayPal number can be used to directly access the
              commerce transaction on www.paypal.com.

     In addition, the Order Details screen is used to “Close” an order once it is shipped. To close an
     order, simply choose “Closed” from the “Order Status” menu. In addition, you can supply a
     “Completion Date” to note when the order was shipped and closed. Finally, you can also provide
     text-based “Notes” about this order. Notes are only visible on the Order Details screen, and are
     never shared with visitors.

     Finally, at the bottom of the Order Details screen, the complete order will be listed. All products
     and configurations , along with the price, shipping and tax charges. If the order included a
     SuperForm Item, the Order Details screen will also provide a hyperlink to view the actual data
     gathered by the SuperForm.

     Click “Finished” to save any changes you have made to the status of your order, and to return to
     the “Review Orders” screen.

  Searching for Orders
     As your site continues to collect orders, your list of orders will begin to grow. In addition to using
     the “Sort” features (see “Sorting the Order List”, above), you can filter and search for specific
     groups of orders, or even target single specific order. The searchable criteria appear at the top of
     the “Review Orders” screen.


     Avenet Commerce Engine               Page 18 of 19
  NOTE: If multiple criteria are entered for a search, the system will perform a restrictive “AND”
  logical search. For example, searching for “Customer Last Name = Smith” and “Customer City =
  Chicago” will only find customers named Smith AND living in Chicago (a “John Smith” in New
  York would not be listed, nor would “Jane Doe” in Chicago).

  Your searchable criteria include:

          Order #: The specific Commerce Engine Order number

          Customer Last Name: The last name of the person who placed the order

          Customer City: The city included in the customer‟s “Ship To” address

          Customer State: The state included in the customer‟s “Ship To” address

          Order Date: From Month/Date/Year to Month/Date/Year: Restricts the returned results to
           a range of dates, based on the original Order Date (not the “Completion Date”, or the date
           that your group fulfilled the order by shipping the items).

  Once you have entered your search criteria, click “Find Orders” to produce a list of matching
  orders. If your criteria prove to be too restrictive, you can remove all of your criteria by clicking
  “Clear”; this will display all of your site‟s orders once again.

Downloading Order Data
  Your list of orders may be also be exported to a comma- or tab-delimited text file. This can be
  helpful if you plan to import your order data into a third-party database or system.

  Any “Search” criteria you are using will also be applied to the export file. So, to export orders for
  the month of November, 2004, set the “Order Date” criteria to “November 1, 2004 thru November
  30, 2004”, click “Find Orders”, then click one of the “Download” links, “Comma Delimited” or
  “Tab Delimited”.

  When clicked, the system will save a text file to any location on your workstation that you specify
  (using a standard “Save As” dialog box).




  Avenet Commerce Engine               Page 19 of 19

				
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