|
|
|
|
|
How do I add Global Product Options
|
There are 2 ways to add Product Options.
1. Global Product Options. (that are added in this area: YourDomain.com > Modules > Ecommerce: Products (mX) > Product Options ) These options can apply to multiple products. For example: if you have T-shirts and sell different sizes you can setup sizes that can apply to multiple items. Here is a quick video on how to do this.
2. Per Item Product Options. These options are setup within the product. They apply only to the product that you are adding the options to.
Here are some videos on the different product options.
Here is a brief description for each option type:
Enum - is used for creating product options where the Buyer can select (one or more) options from a list of options. Each product can have multiple Enum options if needed. Enum options can have weight and price modifiers -- in case the one or more of the available options needs to increase or decrease the product's weight or price.
Tree - is used when options in the list need to be categorized. For example: Select Make -> Select Model. There the list of models would be dependant upon the select Make.
Custom Text - is used when you need the Buyer to have the option to supply text with the product. For example: a Gift Message.
Custom Price - is used when you need the Buyer to specify the price they will pay. This is most commonly used for a selling a Gift Certificate, or if you use the website to collect online payments.
Custom File - allows Buyers to send a file with their product/order. This is common with Customized products (engaved products, for example).
Custom Number - is similar to Custom Text - however it collects numbers only.
Custom Date - allows Buyers to provide a date with the product/order. For example: selecting a delivery a date.
Custom Weight - allows buyers to supply a weight for the purchase. Keep in mind, if your shipping rates are calculated by weight, this will affect shipping costs.
Global Product options that apply to multiple products are setup here:
Here is a list of Global Product option types:
Enum is one of the more common Product Options. It has many uses. For example you would use Enum for the example of shirt sizes. You can set up as many in the list as you would like, and can choose if the option increases or decreases the price of the product. You can also choose if the option will increase or decrease the weight of the product. See example below:
Tree - is used when options in the list need to be categorized. For example: Select Make -> Select Model. There the list of models would be dependant upon the select Make.
Custom Text - is used when you need the Buyer to have the option to supply text with the product. For example: a Gift Message.
Custom Price - is used when you need the Buyer to specify the price they will pay. This is most commonly used for a selling a Gift Certificate, or if you use the website to collect online payments.
Custom File - allows Buyers to send a file with their product/order. This is common with Customized products (engaved products, for example).
Custom Number - is similar to Custom Text - however it collects numbers only.
Custom Date - allows Buyers to provide a date with the product/order. For example: selecting a delivery a date.
Custom Weight - allows buyers to supply a weight for the purchase. Keep in mind, if your shipping rates are calculated by weight, this will affect shipping costs.
|
|
|
|
|
|
|
|
|
|
How do I add a Product Field?
|
In this area you can add more Product types and Fields.
First lets explain what a product type is:
A Product Type allows you to create product fields unique to products given a specific type. It also allows you to create a unique layout for each, or a certain product type.
A Product Field is:
A product field is a field that you see when editing the products. For example some of the default fields are "price" "Description" "Sku". You can add fields as needed.
There are several different types of Product Fields. Here is what they are and what they do:
|
Small Text
|
This field allows you to have text up to 250 Characters long
|
Large Text
|
This field is used to add text, like your description field it will hold a large number of characters.
Maximum size is 16 Mb. If text contains only latin letters and digits then each character takes 1 byte. So in this case the max number of characters is 16'777'216. |
Integer
|
You can use this field when a whole number is required. For example: Number of items included: 2 |
Decimal
|
You can use this field when a non whole number needs to be used. example: Inches in length: 30.5 |
Currency
|
This field allows you to have a currency for your items. If you wish to have an alternate pricing option this is the type of field you would use
|
Image
|
This field allows you to have another image field.
|
Checkbox
|
This field adds a check box in your edit product area. One use of this would be to have a check box named "Remanufactured". then when you have an item that is Remanufactured you would check the check box for that item, and then it would show up as a Remanufactured item. (NOTE: this field will need to be added to your products layout builder and configured) |
Enum - Dropdown
|
This option give you the ablility to have Drop down options for your products. For example if you want to have a multiple choice for the Condition of your product like "New, Used, or Refurbished" then you could create each of those option in a drop down list.(NOTE: this does not offer your customers different options for your product, this only allows you to have different options for setting up your product. Setting up options for your customers to choose from like color or size can be setup here)
|
Enum - Radio Group
|
This option give you the ablility to have Radio options for your products. For example if you want to have a multiple choice for the Condition of your product like "New, Used, or Refurbished" then you could create each of those option in a Radio Button list.(NOTE: this does not offer your customers different options for your product, this only allows you to have different options for setting up your product. Setting up options for your customers to choose from like color or size can be setup here) |
Enum - Checkbox Group
|
This option give you the ablility to have Multiple check box options for your products. For example if you want to have a multiple choice for the Condition of your product like "New, Used, or Refurbished" then you could create each of those option in a Check box group.(NOTE: this does not offer your customers different options for your product, this only allows you to have different options for setting up your product. Setting up options for your customers to choose from like color or size can be setup here) |
Enum - Multi-select List
|
This option give you the ablility to have Multi select list for your products. For example if you want to have a multiple choice for the Condition of your product like "New, Used, or Refurbished" then you could create each of those option in a Multi select list.(NOTE: this does not offer your customers different options for your product, this only allows you to have different options for setting up your product. Setting up options for your customers to choose from like color or size can be setup here) |
| Attached File/URL |
This field allows you to have a file or URL with your product. This is most often used to include instruction for an item.
|
| Country |
This field is used to tell your customers where that particular item ships to for example:
Ceramic Vase, This product ships to the following Countries: United States (NOTE: this does not setup shipping to that area, this simply informs your buyers)
|
| State/Province |
This field is used to tell your customers where that particular item ships to for example:
Plastic Vase, This product ships to the following Cities: Michigan, Ohio, Texas (NOTE: this does not setup shipping to those area, this simply informs your buyers)
|
NOTE: by default the product fields that show up on your products details page layout are: SKU, Title, Image, Description, Control Line(which is your add to cart option), product options, & price. Any new fields created will need to be added to the layout of your item list frame and configured. To see more info on the layout builder please go here
With these set of options they will vary slightly by selction. See more below
Type
|
The Types and uses are defined above |
| Default Value |
This area will look different depending on the "type" selected. But all have the same purpose. This will show a default value. If nothing is entered then nothing will be default. If it is a check box type for example you can choose if the default action for the check box is checked or unchecked. The small text field will allow you to have default text there, but can be changed when adding new products if needed. |
| Show After |
This option allows you to choose the placing of your new field |
Required
|
This option allows you to choose whether this new field has to be filled out before you are allowed to save the product
|
Include in Search in Admin
|
This option allows this field to be searched in the admin area(this mean this field will be searchable when searching through products in the members area)
|
Include in Admin Invoice
|
This means the site admin will get this field included when emailed an invoice
|
| Include in Customer Invoice |
This means the Customer will get this field included when emailed an invoice |
| Include in Vendor Invoice |
This means the selected Vendor will get this field included when emailed an invoice |
Include in Order Export
|
This means the order export will include this field when an export is done.
|
|
|
|
|
|
|
|
|
|
|
What is Bongo? How do I enable Bongo?
|
Bongo is a 3rd party company that does international shipping. They Require membership with their services to use them. You can read more about the pricing and services offered by Bongo Here
to see a quick video on this setup please go here
You would enable Bongo services by Contacting Support and letting them know that you want to enable the Bongo service for your site. (This would be done after you have obtained a membership with Bongo)
Once the Support Department enables bongo for your site you will see it in your list under "Ecommerce".
see screenshot:
You will see this screen on the right, once you click on Bongo Settings:
Once you click "enable" you will see the options for "Bongo Connect" or "Bongo Checkout". Choose which reflects the account that you have with Bongo.
Then you will need to enter your Partner Key.
You can choose to "Submit Products but Don't Use Bongo Calculator"
You can then choose the Bongo Location Address
The countries that you will ship to are in the next drop down.
The terms that you use are in the last option here.
If you use "Bongo Checkout" you will have a place to enter the "Checkout URL".
|
|
|
|
|
|
|
|
|
|
How do I add Tax for my State?
|
To create a tax field for your state you would need to go here: YourDomain.com > Modules > Ecommerce: Products (mX) > Taxes
And add your state and your state's Tax amount.
(for a quick video on how to setup your taxes click here.)
See screenshot:
In the example above we are using a "US Base Tax System" for the state of "Maine" and a tax rate of 6%.
NOTE: the "State Tax" is there by default only when the tax system is set to "US"
When its set to none then it's gone and the taxes are configured manually
If you wish to manually create a Tax, you can do so by clicking the "Add Tax" button.
see screenshot:
You will want to name the tax according to your needs for the tax.
Setting the "Percent" is the base for any other calculations made in that tax. If you need to add different percentages for different zip codes, then the "Tax Markup" will be above the percentage set in THIS area.
Apply To Items: This area will allow you to choose if this tax rate applies to only certain Items.
Apply to Shipping: This selection will determine if Shipping is taxed or not. (you can also say if you want it applied to all items or items shipped from a certain Shipping source)
Apply to Tax-Exempt Customers: This option will apply this tax rate to Tax Exempt customers.
Take Address From: You can decide if you want to charge tax on the Billing address or the Shipping address here.
Country: Choose your Country here.
State/Province: Choose your State/Province here.
Zip Code Ranges: This area is where you can specify a markup for different zip code ranges. NOTE: it will charge a markup on the "Percentage" field specified above this option.
Apply Only to Buyers with: This area can help you make the tax apply to certain buyers in different ways. For more detailed info on this area please feel free to contact Support
|
|
|
|
|
|
|
|
|
|
|
|
How do I export to Quickbooks?
|
You will find the "Export to Quickbooks" area under YourDomainName.com > Modules > Ecommerce: Products (mX) > Orders > Export to QuickBooks
You will need experience importing to Quickbooks in order to use this feature.
Once you are there you will want to map relevant fields from users to the relevant fields in Quickbooks.
see screenshot for examples:
Once the fields are mapped you can click "Save". And then you can click "Export". This will create an .IIF file that can be imported into quickbooks. |
|
|
|
|
|
|
|
|
|
What is the Order Settings Area?
|
This area allows you to Make order statuses, set whether a status notifies you and the customer, Allows you to customize the invoice sent to the customer and more...
See screenshot:
Here is a breakdown of the items listed in the screenshot:
"Notify Managers of Order Assignments" will notify your sub-account users when you have assigned them an order.
"Export One Line Per Item" it puts each item in a new row, instead of one line per-order
"Hide Order Status from Notifications" this will supress the status of the order when a notification goes out.
"Send a Copy of Customer Invoice to Owner" will copy the email address that is located in the "My profile" area a copy of the customers invoice
"Attach CSV to Owner Notification Emails" will include a CSV of the order in the owners email. (owner is determined by the email used in the "my profile" area under Dashnoard)
"Attach CSV to Vendor Notification Emails" will include a CSV of the order in the Vendors email. (Vendor Email is setup in the "shipping sources" area when editing a specific vendor)
By Default there are 5 statuses made "In progress", "New", "Declined", "Cancelled", and "Deleted". You can determine if you or the client gets these notifications by checking the corresponding box. The "New" status is greyed out and you can not change whether it notifies you, or the customer.(it DOES by default)
You can enable and disable "Item level Statuses".
What this feature does is let you create a status for each item in an order. So if you are able to ship some of the order, and some items are back ordered. You can specify which items shipped and which are still back ordered.
In this area you can customize the look of the Invoice that your customers will receive.
You can choose from the drop down list which invoice you will customize.
You can also customize the invoices that you will receive when a customer places an order. Or the notice the vendor gets. (if you have a Vendor email address specified in the "Shipping Sources" area.
Here is the list of variables that can be used when customizing the invoices:
%store_url% - a link to the site
%number% - order number
%status% - order status
%date% - order date
%buyer_name%
Variable names must be written in lower case. %buyer_name%, not %Buyer_Name%
|
|
|
|
|
|
|
|
|
|
What is the Order List area for?
|
In this area you can view your orders, export your orders, & View how you accept payments.
click here to see an overview video
You can Search for an order using the drop down boxes to apply a filter. NOTE: if you do not see an order you think should be visible be sure to have all of the drop downs set to "ALL" to be able to see all orders
You can do a search for a specific order quickly if you know the order number. (in the box on the right)
You can export your orders, but clicking the "Export to CSV". NOTE: when clicking "Export to CSV" it will export the orders showing. Meaning that if you have a filter set, it will only export the orders shown by the filters. To export all orders re-set filters to "All".
For more information about an order click on the "Details" button.
To Delete an order check the check box next to the order and click the "delete selected". NOTE: this is different then setting a status to "deleted" or "Canceled".
Here is what the "Details" screen looks like:
Because my processor is set to "Manual processing" it keeps and shows the credit card info. I can choose to remove the credit card info at any time by clicking the button "Remove Credit Card Info".
To view the invoice that the customer receives you can click on the blue link "View Invoice".
In the area below that you will see the details of the order, and can change the status. You can also include the tracking info.
You can set the status to "Shipped". NOTE: To enable or disable whether the status notifies you or the customer please see "Order Settings".
|
|
|
|
|
|
|
|
|
|
What is the "Summary" area located in my E-commerce module?
|
This Area will show you an overall Summary of your E-commerce area.
When you click on any of the blue items it will take you to that area to view that item. For example here it shows I have 1 new Order. When I click on "1 new Order" it takes me to the "order list" area where I can view my orders. |
|
|
|
|
|
|
|
|
|
What are Shipping Conditions and Methods?
|
Shipping Conditions are like filters for your orders to determine what method is best for your order to use. The method is the means in which you will ship. (like UPS Ground, FEDEX Ground, USPS Priority Mail Etc...)
Go to your Shipping Conditions and Methods Area first
YourDomain.com > Modules > Ecommerce: Products (mX) > Shipping Conditions/Methods
See screenshot of the left area:
Screenshot of the right area:
NOTE: in the "available shipping services" area only enabled (checked) Services will offer options to buyers. Even if there is a method setup for a service that isn't checked.
First you should understand what a Condition is, and what a method is.
A Condition is like a filter. You can setup the Condition/Filter to determine if the items in the order should use this condition or not. For example.... You can have a Condition specify that an order needs to be over $100 in total to be able to use this condition and these methods. Or the order may have a certain Quantity or weight requirement.
NOTE: Each condition needs at least 1 method
A Method is the actual means in which cost for shipping is calculated and a shippper like UPS or USPS is chosen.
So let's take a look at the Condition settings:
Naming the Condition is something only you will see internally. Customers do not see this name. I recommend naming the condition based on the settings. For example if this applies to a certain buyer group, then you should name it accordingly. (shipping for bulk customers) etc...
Placing. This is important because when an order goes to calculate shipping it starts at the top of the condition list and works its way downward. so if an order meets the filter of the condition on top it will use the methods in that Condition before checking any of the other Conditions.
Item Quantity Range You can specify a range of items. So if you wish to require customers to have at least 5 items in the order before getting a special shipping rate, you would put 5-999999.
Order Total Range You can specify a order range here. For example if you want to give a flat rate or special rate of shipping for orders over $100 then you would put 100-999999. (NOTE: you don't actually specify the shipping discount here, only the filter of what orders will get this special shipping attention. You will setup the rate in the Method)
Weight Range You can specify a weight range. IF you have heavy items and wish to use flat rate or special rates for large shipments you would specify how heavy the range should be here.
Destination Zone This is where you can choose what zone you are shipping to. You can specify what areas are covered in a zone in here: YourDomain.com > Modules > Ecommerce: Products (m7) > Shipping Zones
Source If you have multiple shipping sources, then you can specify a source here. For example: If you want to only use 1 shipper from a certain shipping source then you could specify the source here and the shipper in the method.
Items You can make a Condition that applies only to certain items.
Apply to Buyers/groups If you wish to apply a special set of shipping settings to a certain buyer or group you can choose the group here.
No Shipping to P.O. Boxes If you do not want to ship to P.O. boxes then you can check this box.
To see how to setup Methods Click the individual links below:
UPS
USPS
FEDEX
DHL
FREIGHTQUOTE
USER-DEFINED
|
|
|
|
|
|
|
|
|
|
How do I setup a User Defined Method?
|
Go to your Shipping Conditions and Methods area and click on "Add Method".
YourDomain.com > Modules > ECommerce: Products (Mx) > Shipping Conditions/Methods
Once you click on "add method" you will see 2 drop down boxes. Choose the Condition you would like to apply this method to, and Choose "User Defined" in the "Service" drop down box. (click here to see more about "Conditions")
see screenshot:
Next Click "Add"
Then you will be taken to the methods details page. This is where you can select what type of shipping method you are going to use.
see screenshot:
Next since there is no auto calculation done with a user defined method you will want to either specify "Free Shipping" or setup a calculation or flat rate in the range area in the bottom.
You can additionally put customer notes here, and specify a markup if you wish. Specifying the "Package Type" can change the estimates for your customers. Try to pick the most accurate package type. You also need to be sure each of your products reflect an accurate weight so the estimate is as accurate as it can be.
Shipping Charges table allows you to define a cost to ship an order based on its cost or weight (depending on Ranges by option above)
This formula is used: Shipping Charge = Flat + [Order Cost]*% of Total + [Number of Items Ordered]*Per Item + [Order Weight]*Per Lb
Flat - specify an amount using this field if you want orders to be subject to a flat shipping charge regardless of the number of ordered products or their weight or cost.
% - type in a value into this field if you want the shipping cost calculated as a percentage of the total cost of products ordered.
Per Item - specify an amount using this field if you want the shipping cost calculated based on the number of items (quantity) ordered.
Per Lb - specify an amount using this field if you want the shipping cost calculated based on the weight of products ordered. |
|
|
|
|
|
|
|
|
|
How do I setup my FreightQuote Shipping Method?
|
Go to your Shipping Conditions and Methods area and click on "Add Method".
YourDomain.com > Modules > ECommerce: Products (Mx) > Shipping Conditions/Methods
Once you click on "add method" you will see 2 drop down boxes. Choose the Condition you would like to apply this method to, and Choose UPS in the "Service" drop down box. (click here to see more about "Conditions")
see screenshot:
Next Click "Add"
Then you will be taken to the methods details page. This is where you can select what type of shipping method you are going to use.
see screenshot:
Next Choose what type of Method you want to use from this service, in the "method" drop down box. (NOTE when you change the method in the drop down the name will change as well. You can change the Name that displays for the method if you wish)
You can additionally put customer notes here, and specify a markup if you wish. Specifying the "Package Type" can change the estimates for your customers. Try to pick the most accurate package type. You also need to be sure each of your products reflect an accurate weight so the estimate is as accurate as it can be.
Number Of Packages Can either be set to 1 or "= Number of Items".
Freight Class Can be set but if skipped, all dimensions are required for LTL quote.
Shipping Markups table allows you to define a markup to be added to the value returned by the real-time shipping calculator. This is especially useful when your shipping expenses exceed the value returned by the calculator (e.g. packing, insurance etc.).
The total shipping cost formula is similar to one above: Total Shipping Cost = Real-Time Shipping Charge + [Real-Time Shipping Charge]*% of Shipping + Flat Markup + [Order Cost]*% of Total + [Number of Items Ordered]*Per Item Markup + [Order Weight]*Per Lb Markup
Real-Time Shipping Charge - shipping cost returned from the real-time shipping calculator.
Flat Markup, % Markup, Per Item Markup and Per Lb Markup are used similarly to Flat, %, Per Item, Per Lb to calculate the Shipping Charge using the formula. |
|
|
|
|
|
|
|
|
|
How do I setup my DHL Shipping Method?
|
Go to your Shipping Conditions and Methods area and click on "Add Method".
YourDomain.com > Modules > ECommerce: Products (Mx) > Shipping Conditions/Methods
Once you click on "add method" you will see 2 drop down boxes. Choose the Condition you would like to apply this method to, and Choose UPS in the "Service" drop down box. (click here to see more about "Conditions")
see screenshot:
Next Click "Add"
Then you will be taken to the methods details page. This is where you can select what type of shipping method you are going to use.
see screenshot:
Next Choose what type of Method you want to use from this service, in the "method" drop down box. (NOTE when you change the method in the drop down the name will change as well. You can change the Name that displays for the method if you wish)
You can additionally put customer notes here, and specify a markup if you wish. Specifying the "Package Type" can change the estimates for your customers. Try to pick the most accurate package type. You also need to be sure each of your products reflect an accurate weight so the estimate is as accurate as it can be.
Shipping Markups table allows you to define a markup to be added to the value returned by the real-time shipping calculator. This is especially useful when your shipping expenses exceed the value returned by the calculator (e.g. packing, insurance etc.).
The total shipping cost formula is similar to one above: Total Shipping Cost = Real-Time Shipping Charge + [Real-Time Shipping Charge]*% of Shipping + Flat Markup + [Order Cost]*% of Total + [Number of Items Ordered]*Per Item Markup + [Order Weight]*Per Lb Markup
Real-Time Shipping Charge - shipping cost returned from the real-time shipping calculator.
Flat Markup, % Markup, Per Item Markup and Per Lb Markup are used similarly to Flat, %, Per Item, Per Lb to calculate the Shipping Charge using the formula. |
|
|
|
|
|
|
|
|
|
How do I setup my FEDEX Shipping Method?
|
Go to your Shipping Conditions and Methods area and click on "Add Method".
YourDomain.com > Modules > ECommerce: Products (Mx) > Shipping Conditions/Methods
Once you click on "add method" you will see 2 drop down boxes. Choose the Condition you would like to apply this method to, and Choose FEDEX in the "Service" drop down box. (click here to see more about "Conditions")
see screenshot:
Next Click "Add"
Then you will be taken to the methods details page. This is where you can select what type of shipping method you are going to use.
see screenshot:
Next Choose what type of Method you want to use from this service, in the "method" drop down box. (NOTE when you change the method in the drop down the name will change as well. You can change the Name that displays for the method if you wish)
You can additionally put customer notes here, and specify a markup if you wish. Specifying the "Physical Packaging" can change the estimates for your customers. Try to pick the most accurate Physical Packaging. You also need to be sure each of your products reflect an accurate weight so the estimate is as accurate as it can be.
Shipping Markups table allows you to define a markup to be added to the value returned by the real-time shipping calculator. This is especially useful when your shipping expenses exceed the value returned by the calculator (e.g. packing, insurance etc.).
The total shipping cost formula is similar to one above: Total Shipping Cost = Real-Time Shipping Charge + [Real-Time Shipping Charge]*% of Shipping + Flat Markup + [Order Cost]*% of Total + [Number of Items Ordered]*Per Item Markup + [Order Weight]*Per Lb Markup
Real-Time Shipping Charge - shipping cost returned from the real-time shipping calculator.
Flat Markup, % Markup, Per Item Markup and Per Lb Markup are used similarly to Flat, %, Per Item, Per Lb to calculate the Shipping Charge using the formula. |
|
|
|
|
|
|
|
|
|
How do I setup my USPS shipping method?
|
Go to your Shipping Conditions and Methods area and click on "Add Method".
YourDomain.com > Modules > ECommerce: Products (Mx) > Shipping Conditions/Methods
Once you click on "add method" you will see 2 drop down boxes. Choose the Condition you would like to apply this method to, and Choose USPS in the "Service" drop down box. (click here to see more about "Conditions")
see screenshot:
Next Click "Add"
Then you will be taken to the methods details page. This is where you can select what type of shipping method you are going to use.
see screenshot:
Next Choose what type of Method you want to use from this service, in the "method" drop down box. (NOTE when you change the method in the drop down the name will change as well. You can change the Name that displays for the method if you wish)
You can additionally put customer notes here, and specify a markup if you wish. Specifying the "Container" can change the estimates for your customers. Try to pick the most accurate Container. You also need to be sure each of your products reflect an accurate weight so the estimate is as accurate as it can be.
Shipping Markups table allows you to define a markup to be added to the value returned by the real-time shipping calculator. This is especially useful when your shipping expenses exceed the value returned by the calculator (e.g. packing, insurance etc.).
The total shipping cost formula is similar to one above: Total Shipping Cost = Real-Time Shipping Charge + [Real-Time Shipping Charge]*% of Shipping + Flat Markup + [Order Cost]*% of Total + [Number of Items Ordered]*Per Item Markup + [Order Weight]*Per Lb Markup
Real-Time Shipping Charge - shipping cost returned from the real-time shipping calculator.
Flat Markup, % Markup, Per Item Markup and Per Lb Markup are used similarly to Flat, %, Per Item, Per Lb to calculate the Shipping Charge using the formula. |
|
|
|
|
|
|
|
|
|
How do I setup UPS in my Shipping Conditions and Methods area?
|
Go to your Shipping Conditions and Methods area and click on "Add Method".
YourDomain.com > Modules > ECommerce: Products (Mx) > Shipping Conditions/Methods
Once you click on "add method" you will see 2 drop down boxes. Choose the Condition you would like to apply this method to, and Choose UPS in the "Service" drop down box. (click here to see more about "Conditions")
see screenshot:
Next Click "Add"
Then you will be taken to the methods details page. This is where you can select what type of shipping method you are going to use.
see screenshot:
Next Choose what type of Method you want to use from this service, in the "method" drop down box. (NOTE when you change the method in the drop down the name will change as well. You can change the Name that displays for the method if you wish)
You can additionally put customer notes here, and specify a markup if you wish. Specifying the "Package Type" can change the estimates for your customers. Try to pick the most accurate package type. You also need to be sure each of your products reflect an accurate weight so the estimate is as accurate as it can be.
Shipping Markups table allows you to define a markup to be added to the value returned by the real-time shipping calculator. This is especially useful when your shipping expenses exceed the value returned by the calculator (e.g. packing, insurance etc.).
The total shipping cost formula is similar to one above: Total Shipping Cost = Real-Time Shipping Charge + [Real-Time Shipping Charge]*% of Shipping + Flat Markup + [Order Cost]*% of Total + [Number of Items Ordered]*Per Item Markup + [Order Weight]*Per Lb Markup
Real-Time Shipping Charge - shipping cost returned from the real-time shipping calculator.
Flat Markup, % Markup, Per Item Markup and Per Lb Markup are used similarly to Flat, %, Per Item, Per Lb to calculate the Shipping Charge using the formula. |
|
|
|
|
|
|
|
|
|
How do I create a category?
|
Go to your "Categories" area of your E-commerce module, and click add.
The path looks like this: YourDomain.com > Modules > Ecommerce: Products (mX) > Categories
See screenshot:
The area looks like this:
Click on "Add Category" to create a new category.
Once you have 1 Category created you can "export to CSV" and create your Categories in a CSV file, then import them. This is recommended if you have a large number of Categories. Also you can Backup your Categories by exporting to CSV and saving the file on your Computer.
When you are on the add category screen you will be able to set the category name, whether its active, make a description for the category, add a picture that represents the category, Select where in the tree structure it appears and set any shipping restrictions. You can also add products that will be included in this category.
See screenshot:
Notes:
- It is recommended to create your Category structure prior to adding products. It is the organizational unit of your products.
- If you have a "category tree" displaying on your site anywhere, all of your active categories will automatically display in the category tree.
- Changes made to your E-commerce module don't need to be published they are live and active once saved.
- If you add an image to your category, you can display them with the advanced Category list frame in a very professional manner.
|
|
|
|
|
|
|
|
|
|
How do I export Products? Export via CSV, Export Inventory, Advanced Export, and Google Merchant Center Export all explained here...
|
You can export products in your "Products" area in your E-Commerce Module.
"Export to CSV"
"Export Inventory"
"Advanced Export to CSV"
"Export to Google Merchant Center"
See screenshot:
When you are on your products page you can export products in a couple of ways.
"Export to CSV"
"Export Inventory"
"Advanced Export to CSV"
"Export to Google Merchant Center"
First thing to understand about this process is if you do a search on the left hand side of this area, and then click any of the export options it will only export the items from the search results. If you wish to export all of your items then you should click the "Show All" button prior to doing an export.
Export to CSV
Will export all of the products listed from the search. It will include all fields that you have for your products. (Fields are "SKU", "Description", "Price", etc...)
Export Inventory
Will export all of the QOH for the results listed. ( it will show the sku and QOH of that sku)
Advanced Export to CSV
This option will export all of the items shown from the search. But will allow you to choose what fields to export. (This can come in handy if you are only looking to update pricing for example. Then you may only want to export the title or sku, and the price field. To keep the file small and easier to update)
See screenshot:
Export to Google Merchant Center
also see this video
This option allows you to export to Google Merchant Center. And set the mapped fields here. This will save a .txt file that you can import to Google Merchant Center. (Note: be sure the fields match how you want them to be linked in Google Merchant Center)
See screenshot:
Once you click on "Export" in any of these scenario's it will either prompt you to save the file (if it is small enough) or it will go to "scheduled tasks" and create the file for you there. Once completed it will have a link for you to click and downlaod your file. The link will expire soon after creation.
|
|
|
|
|
|
|
|
|
|
Can I update or add products in mass?
|
YES! this can be done by importing products.
There are several advantages to importing products, 1 is that it is much faster when you have a large number of products you are working on at once. Another, is that the import product option is fairly flexible. You can update, add and remove products with an import.
WE STRONGLY RECOMMEND EXPORTING ALL PRODUCTS AND SAVING AN UNTOUCHED VERSION OF THE FILE BEFORE MAKING ANY MASS PRODUCT CHANGES. This is for backup purposes. Keep in mind we do back up your products, there is a restore fee when we need to pull the backup files and restore them. Keeping a copy of all of your exported files is a free way for you to keep a backup of your products.
To see a list of videos regarding imports click here
To import your products you will first need to format a csv spreadsheet so that our system will recognize your products. The easiest way to do that is to export your current products first and view the exported file. (if you do not have any products yet, it would be easiest to enter in one product manually then export it, so the format is already done for you when going to add more items) Click here to learn how to export products.
Once you have your file created and ready for import you will want to go to the "Import Products" area of your E-commerce Module.
see screenshot:
Once there you will see a screen that looks like this:
You can browse to your file in the first line where it says "text file to import". Click the "browse" button.
Next click on the green "parse first line" button.
Once the file is parsed successfully it will look something like this:
You will want to be sure the fields match. Active should show Active in the drop down list. NOTE you may have fields that you wish to skip during import. If you cilck the drop down list you can choose to skip those fields.
Once the fields are properly mapped you can scroll down the page toward the bottom. It should look like this:
You will want to determine what type of import you are doing. If you are adding new products that do not exist choose "Add". If you are updating certain fields of existing products click "update". If you are removing products you can choose "delete".
You can choose to delete all products before import. I only recommend this if you have a full backup copy of your products and are sure this is what you wish to do. This means that it will delete your entire products catalog and add only what is in your import file.
You can also choose to delete all Categories before import. Again, I only recommend this if you are sure you only want the categories listed that are in your import file and you are "Adding" products.
Don't import First line of file. Always check this. The first line of the file is the header of the file and you do not need to import it.
Default Category. If no category is specified in the file, this category will be used to import your products.
Image Folder. If you choose to upload images with your import you can specify what folder you wish to upload them to.
ZIP File with Images. If you have images to upload and have specified them in your import, then you can upload the corresponding image files in a zip file here.
Finally, click on "Start Import".
Depending on how many products you are importing it may take a while. IF so, the status of the import will be in "Scheduled Tasks".
s |
|
|
|
|
|
|
|
|
|
How can I add a new product?
|
There are a couple ways to add a new product. This answer will show you how to add a new product in your members area by clicking the "add product" button.
for videos relating to adding products see here
1. Once you login to your WF Members area go to "products". This is located under your domain name, Modules, E-commerce Module.
YourDomain.com > Modules > Ecommerce: Products (mX) > Products
Once in your products area, you will see products (if you have any) displayed on the right side of the page.
2.CLICK ON "ADD PRODUCT"
You can add products by clicking the green "add products to" button. If you have Product types defined then there will be a drop down box with your product types, so you can select what Product Type to add the product to. More info about product typs here
Next you will see the screen where you can add information about your product. YOU ONLY NEED TO ADD INFO TO THE REQUIRED FIELDS
See screenshot:
3. FILL IN THE REQUIRED INFO. (See details below on all items listed in this area)
Product type
|
If you wish to choose your product type other than the one selected you can do so here. |
Categories
|
You can select your category.
|
Active
|
check the check box if you wish to make this product active. (NOTE: upon saving this product if your site is live the product will show if your products page is set to display all items) |
QOH-LT-HT
|
If you have "Inventory Control " turned on you will have the option to specify QOH, LT, HT (Quantity on Hand, Low threshold, High threshold)
|
SKU
|
This field must be unique for each item and can have letters or numbers combined
|
Name
|
This it the place where you name your item. This is shown to the customer by default
|
Image
|
This is where you can add images for your product. You can add as many images as you wish. (note: you will need to customize the layout builder to show multiple images)
|
Description
|
This is the description of your product. This is what is shown as a description by default on the product details pages, and this is what Search engines will look at to see what kind of items you have on your site. It is recommeneded to make this area as descriptive and accurate as possible.
|
| Retail Price |
This is the pricing field by default that will show for your product (NOTE: you can have multiple prices for your products, you can add more pricing fields in the "Product Types and fields" area.)
|
Order QTY(S)
|
Field is where you can set the mininum order qty for this product |
| Suggested Products |
You can suggest related items to this item this is where you set what items are similar to this item (NOTE: you will need to add the "Suggested Products" field to the layout builder to show these items) |
| Included Products |
If the product you are adding has items that it includes, then you can specify them here |
The Second portion of the add products screen:
Page Title
|
This is what is seen as the "Title" for the search engines. When it is set to automatic it uses the title of the product and sku
|
|
Page Alias
|
|
|
Meta Description
|
The is where you can edit the meta description for this items product details. When set to automatic, it will use info from the description field
|
|
Meta Keywords
|
This is where you can edit the meta keywords. by default it uses the "name" field to populate it
|
|
Product Options
|
This is where you can add options for your product. for example if you are selling a shirt a product option would be sizes or colors. (Note a global option can be applied to multiple products, a product specific option is available for only that product)
|
|
Product Level Discounts
|
This is where you can enable product level discounts. If you wish to have a discount for this product you can click this box. Once clicked you will have the option to make discounts based on Qty or cost. And have the option to give it a new price, a percentage discount or a set price discount.
|
 |
Ship From
|
The shipping location are setup in the "Shipping sources" area of the E-commerce Module
|
|
Shipping Restriction
|
This is one place where you can specify if this item ships nationally, internationally or has no shipping restriction
|
|
4. Once finished click Save.
|
|
|
|
|
