E-shop
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All the commerce related configurations and order summaries are managed under E-shop menu.
An overall summary of all the ecommerce orders in the system can be viewed in E-shop Dashboard. You can view the count of orders in different status, the most recent commerce orders, sales graph and company summary under this page.
You can view an overview of all the commerce orders in the system in this section. Count of orders in each status and the sales and tax details are also displayed.
Details of the information shared in the first section are as follows.
Orders: Total count of all the commerce orders in the system till date whose payment is completed is shown here. On clicking the number you will be redirected to Manage E-commerce orders page where the details of all the orders will be displayed.
Pending: Number of orders currently in the cart of all the users in the system is shown here. On clicking the number you will be redirected to Manage E-commerce orders page where the details of the orders in cart will be displayed.
Sales: Amount acquired through total sales done till date is shown against sales. On clicking the sales amount, you will be redirected to Sales and Income page where the details of all the sales is displayed.
Tax: Sum of taxes collected for the products in the system is shown here.
Charges: Shipment and other charges collected till date is shown here.
Awaiting Fulfillment: Total number of orders in Awaiting fulfillment status in the system till date is shown against this field. On clicking the number, you will be redirected to Manage E-commerce orders page where the details of the orders in awaiting fulfillment status will be displayed.
Awaiting Payment: Total number of orders in Awaiting payment status in the system till date is shown against this field. On clicking the number, you will be redirected to Manage E-commerce orders page where the details of the orders in awaiting payment status will be displayed.
Delivered: Total number of commerce orders in the system in delivered status is shown here. On clicking the number, you will be redirected to Manage E-commerce orders page where the details of the delivered orders will be displayed.
Completed: Total number of commerce orders in fulfilled status is shown here. On clicking the number, you will be redirected to Manage E-commerce orders page where the details of all the fulfilled orders will be displayed.
Shipped: Total number of orders that are shipped and currently in transit is shown here. On clicking the number, you will be redirected to Manage E-commerce orders page where the details of all the orders in shipped status will be displayed.
Declined: Total number of commerce orders whose payment is declined by the admin or orders that are cancelled by the user is shown here. On clicking the number, you will be redirected to Manage E-commerce orders page where the details of all the orders in cancelled status will be displayed.
Refunded: Total number of commerce orders whose refund request is approved by the admin is shown here. Details of the orders can be viewed in Manage E-commerce orders page by clicking on the number.
Replaced: Total number of commerce orders whose replacement request is approved by the admin is shown here. Details of the orders can be viewed in Manage E-commerce orders page by clicking on the number.
Payment Failed: Total number of commerce orders whose payment process is failed is shown here. On clicking the number, you will be redirected to Manage E-commerce orders page where the details of all the orders in failed status will be displayed.
Out of Stock: Total number of products that are out of stock in the admin store is displayed here. On clicking the number you will be redirected to Stock Statistics page where you can find the product details.
The most recent orders in the system are shown in this section with Order Number, Username, Date and Amount as shown below.
On Clicking the View More Option you will be redirected to All Orders screen where you can view all the commerce orders done by the users.
A graphical representation of the overall sales of the commerce products in the system in the selected time period is displayed in this section. You can select the time period by clicking the dropdown provided above the graph. Drop down consist of options: Overall, This month and This year. By default, the time period selected will be Overall.
You can also view the sales done by moving the mouse pointer above the graph.
A map highlighting the areas or countries from which the commerce orders or sales are placed is shown in this section of the dashboard. Data shown will be based on the selected time period. You can select the time period by clicking the dropdown provided above the map. Drop down consist of options: Overall, This month and This year. By default the time period will be Overall.
The countries from which the sales came are shown in highlighted in the map. You can see the name of the country by moving the mouse pointer above the country. You can zoom in and zoom out the map using symbols + and - in the left corner of the map.
A summary of the products, stores, sales and customers in the system is shown under company summary.
Details of each category displayed in this section are as follows.
Total Products: Total number of commerce products available in the system is shown here. Click on the number and you will be redirected to Commerce Products screen where the details of the available products are displayed.
Stores: Number of currently active stores in the system is shown here.
Product Categories: Total number of product categories available in the system is shown here. Click on the number and you will be redirected to Manage Categories page where all the available categories are displayed.
Customers in this month: Total number of new registered users in the current month is shown here.
Sales/Vendors: Number of vendors in the system is shown here. Here the admin is the single vendor and the count will be one.
Returning Customers: Percentage of total customers who purchased orders in the current month with respect to total users in the system is shown here.
E-shop orders are commerce orders which are created while purchasing products from the e shop or making subscriptions.
Orders which are awaiting payment is shown under this page. On clicking Verify E-shop orders, you will be redirected to Manage E-commerce orders page where the orders with awaiting payment status are filtered.
Details about the orders are as follows.
Order Number: The unique tracking ID of the order is shown here.
Name: The username of the user who has made the purchase or subscription is shown here.
Order Total: The total amount of the product purchased is shown here.
Order Type: The category of the transaction is shown here which will be Commerce for e-commerce orders.
Status: The status of the transaction is shown here. Orders in this section will be with status "Awaiting Payment".
Created On: The date on which the order has been created is shown here.
Store: The store from which the product is ordered is shown here.
Payment Method: The payment method or payment option used for the transaction is shown here.
Actions: Check Payment option is available under Actions. Admin can approve or decline the order here. Click Check Payment and a sliding screen with the transaction details appears as shown below according to the payment method.
Click Approve Order to approve the payment.
Click Decline order to cancel the order.
On clicking either Approve order or Decline order, a screen to confirmation the action appears as below. The action will be performed only if the confirmation is provided here.
Click on the order number in the details and you will be redirected to the Order Details page where you can get a detailed view of the order as shown below:
Order Details page consists of following details:
Order Number: This is the unique tracking ID of the order made.
Order Date: Date on which the order is made is shown here.
Order Status: Status of the order is shown here which will be Awaiting Payment.
Purchase Details: Price details of the products is shown here. On clicking view more option you will get a popup which shows Charge details and price.
Billing Address: Billing address of the user is shown here.
Delivery Address: Address to which the product has to be delivered is shown here.
Payment: You can view the payment details with the payment method and amount with the status as waiting under this section. Admin can Reject or Approve the payment from this section.
Awaiting payment orders can be filtered based on different criteria.
2. Filter based on Order number, status, Date and Name: You can filter the orders based on different combinations of Order number, Order Status, Name, From Date, and To Date. The report can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the awaiting payment orders.
Enter the data based on which you want to filter the orders in the respective fields. Note: Order Status consist of three options: None, Awaiting Payment and Payment Failed.
Click Search and you will get the orders satisfying the search criteria displayed.
Click Reset to clear the filter.
Subscription orders that needs to be renewed or shipped regularly in a particular time period like monthly, weekly, yearly etc. comes under Auto-ship orders. On clicking the Auto-ship orders E-shop orders, you will be redirected to manage subscription page where you can view the subscriptions for commerce products that needs to be shipped automatically in regular time period.
The following details of the orders are shown here:
Username: The username of the user who has made the subscription is shown here. You can sort the data in alphabetical order of the name by clicking on the Username field or the arrow near the field.
Store: The store from which the product is ordered is shown here. You can sort the data in alphabetical order of the store name by clicking on the Store field or the arrow near the field.
Product: The name of the product subscribed is shown here. You can sort the data in alphabetical order of the product name by clicking on the Product field or the arrow near the field.
Product Group: The bundle name under which the product comes is shown here. You can sort the data in alphabetical order of the bundle name by clicking on the Product Group field or the arrow near the field.
Period: The subscription period is shown here based on which the order is shipped automatically. You can sort the data in alphabetical order of the period by clicking on the Period field or the arrow near the field.
Start Date: The date on which the subscription is started is shown here. You can sort the data in ascending or descending order of the date by clicking on the Start date field or the arrow near the field.
Next Date: The next date on which the product has to be shipped is shown here. You can sort the data in ascending and descending order of the date by clicking on the Next date field or the arrow near the field.
Status: Status of subscription like Active/Inactive is shown here. You can sort the data in alphabetical order of the status by clicking on the Status field or the arrow near the field.
Manage: Options to View History, View Record and Edit each order is available under manage.
History: You can view the history of subscriptions here. Details like Order Number, Username, Store, Payment Type, Period, Processed Date and Status is shown in the history as in the below picture. You can view the order details by clicking on the order number.
2. Record: The record of subscriptions to be done is shown here. It includes details like Username, Store, Product, Payment Type, Period, Next Date, Quantity and Status as in the below picture.
3. Edit: You can edit the subscription using this option. Fields like Store name, Billing Address, Shipping Address, Next subscription Date, Payment type and status can be edited here. Click Update button to update the changes made.
You can add a new subscription by clicking on + icon in the menu bar. A popup screen as shown below appears to add a new subscription.
Perform the following steps to add a new subscription.
Select the category of the product from the dropdown list of Product Categories field.
Choose the product that comes under the selected category from the dropdown list against Choose products field.
Select the store from the dropdown list of Store Name field.
Select the subscription period from the dropdown list of Billing period field. Dropdown consists of options Month, Week and Year.
Select the interval of the billing period from the dropdown of the respective field.
Select the frequency at which the product has to be shipped in the Frequency field.
Enter the quantity of the product in the respective field.
Select the invoicing address from the list of addresses in Billing Address field.
Select the address to which the shipment has to be delivered from the addresses in Shipping Address field.
Select the date on which next subscription has to be done from the calendar against the respective field.
Select the payment method from the list of options in the payment type field.
Select the status as Active or Inactive.
Select whether the notification needs to be activated or deactivated in the Notification status field.
Select the card from the provided options. Saved cards against the selected payment method will be displayed here.
Click Save to add the new subscription.
Click Reset to clear the fields.
Auto-ship orders can be deleted by using Delete option under Action menu. Tick the check box against the orders and select Delete under Actions. The subscription will be deleted successfully.
Auto-ship orders can be filtered based on different combinations of Status, From Start Date, To Start Date, From Next Date and To Next Date and Username. The report can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the auto-ship orders.
Enter the data based on which you want to filter the auto-ship orders in the respective fields.
Click Search and you will get the auto-ship orders satisfying the search criteria displayed.
Click Reset to clear the filter.
A list of all the confirmed commerce orders in the system are shown under this menu. On clicking Confirmed orders, you will be redirected to Manage E-commerce orders page where the details of confirmed orders are displayed.
Details about the orders are as follows.
Order Number: The unique tracking ID of the order is shown here.
Name: The username of the user who has made the purchase or subscription is shown here.
Order Total: The total amount of the product purchased is shown here.
Order Type: The category of the transaction is shown here which will be Commerce for e-commerce orders.
Status: The status of the transaction is shown here.
Created On: The date on which the order has been created is shown here.
Store: The store from which the product is ordered is shown here.
Payment Method: The payment method or payment option used for the transaction is shown here.
Click on the order number in the details and you will be redirected to the Order Details page where you can get a detailed view of the order. Admin can update necessary details about shipment or package of the orders in different status accordingly in the order details.
Confirmed orders can be filtered based on different criteria.
2. Filter based on Order number, Date and Name: You can filter the orders based on different combinations of Order number, Name, From Date, and To Date. The report can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the confirmed orders.
Enter the data based on which you want to filter the orders in the respective fields.
Click Search and you will get the orders satisfying the search criteria displayed.
Click Reset to clear the filter.
Orders that are packed and ready to be shipped are shown under Awaiting Shipment orders. On clicking Awaiting Shipment, you will be redirected to Manage E-commerce orders page where the orders with awaiting shipment status are filtered.
Details about the orders are as follows.
Order Number: The unique tracking ID of the order is shown here.
Name: The username of the user who has made the purchase or subscription is shown here.
Order Total: The total amount of the product purchased is shown here.
Order Type: The category of the transaction is shown here which will be Commerce for e-commerce orders.
Status: The status of the transaction is shown here. Orders in this section will be with status "Awaiting shipment".
Created On: The date on which the order has been created is shown here.
Store: The store from which the product is ordered is shown here.
Payment Method: The payment method or payment option used for the transaction is shown here.
Click on the order number in the details and you will be redirected to the Order Details page where you can get a detailed view of the order.
Order Details page consists of following details:
Order Number: This is the unique tracking ID of the order made.
Order Date: Date on which the order is made is shown here.
Order Status: Status of the order is shown here which will be Awaiting shipment.
Download: You can download the order invoice in pdf format by clicking download option.
Purchase Details: Price details of the products is shown here. On clicking view more option you will get a popup which shows Charge details and price.
Billing Address: Billing address of the user is shown here.
Delivery Address: Address to which the product has to be delivered is shown here.
Payment: You can view the payment details like payment method, transaction Id, status and amount paid under this section.
Cancel: You can cancel the order in this section if required. A field is provided to give the reason why you want to cancel the order. Click on Cancel Order icon to cancel the order. Note: This option will be available until the order reaches delivered status.
Packing: Admin can choose the packing option of the order whether the items in the order has to be shipped separately.
Tick the checkbox if the items has to be packed in separate shipment and Click Update.
Click Print Packing Sticker option to take a print of the sticker.
Click Download Packing Sticker option to download the sticker.
Shipment: Shipment Status of the item will be shown in this section with Item name, Status, Shipment method and Tracking Id. Admin can update the shipment details and mark the order as shipped in this section when the order is shipped.
Awaiting Shipment orders can be filtered based on different criteria.
2. Filter based on Order number, status, Date and Name: You can filter the orders based on different combinations of Order number, Order Status, Name, From Date, and To Date. The report can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the awaiting shipment orders.
Enter the data based on which you want to filter the orders in the respective fields. Note: Order Status consist of two options: None, Awaiting shipment and Partially shipped.
Click Search and you will get the orders satisfying the search criteria displayed.
Click Reset to clear the filter.
Orders that are cancelled or returned and requested for replacement by the customer are shown under this section. On clicking Cancel/Returned, you will be redirected to Manage E-commerce orders page where the orders which are requested for replacement are filtered.
Details about the orders are as follows.
Order Number: The unique tracking ID of the order is shown here.
Name: The username of the user who has made the purchase or subscription is shown here.
Order Total: The total amount of the product purchased is shown here.
Order Type: The category of the transaction is shown here which will be Commerce for e-commerce orders.
Status: The status of the transaction is shown here.
Created On: The date on which the order has been created is shown here.
Store: The store from which the product is ordered is shown here.
Payment Method: The payment method or payment option used for the transaction is shown here.
Click on the order number in the details and you will be redirected to the Order Details page where you can get a detailed view of the order.
Order Details page consists of following details:
Order Number: This is the unique tracking ID of the order made.
Order Date: Date on which the order is made is shown here.
Order Status: Status of the order is shown here.
Download: You can download the order invoice in pdf format by clicking download option.
Purchase Details: Price details of the products is shown here. On clicking view more option you will get a popup which shows Charge details and price.
Billing Address: Billing address of the user is shown here.
Delivery Address: Address to which the product has to be delivered is shown here.
Payment: You can view the payment details like payment method, transaction Id, status and amount paid under this section.
Packing: There are options to print and download the packing stickers under packing.
Shipment: Shipment Status of the item will be shown in this section with Item name, Status, Shipment method and Tracking Id.
Return: Details of the items requested for replacement are shown under this section. Note: If there are more than one item in an order only the item that is requested to replace is shown here.
Admin can approve or reject the request from here.
Click on Approve or Reject option and a popup screen with username, date and the reason for return is displayed as shown below.
Tick the checkbox if the product has reached and verified.
Enter the comments in the space provided.
Click Submit to approve or reject the request.
Replace Requested orders can be filtered based on different criteria.
2. Filter based on Order number, Date and Name: You can filter the orders based on different combinations of Order number, Name, From Date, and To Date. The report can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the orders.
Enter the data based on which you want to filter the orders in the respective fields.
Click Search and you will get the orders satisfying the search criteria displayed.
Click Reset to clear the filter.
Orders that are requested for refund by the customer are shown under this section. On clicking Refund Management, you will be redirected to Manage E-commerce orders page where the orders which are requested for refund are filtered.
Details about the orders are as follows.
Order Number: The unique tracking ID of the order is shown here.
Name: The username of the user who has made the purchase or subscription is shown here.
Order Total: The total amount of the product purchased is shown here.
Order Type: The category of the transaction is shown here which will be Commerce for e-commerce orders.
Status: The status of the transaction is shown here.
Created On: The date on which the order has been created is shown here.
Store: The store from which the product is ordered is shown here.
Payment Method: The payment method or payment option used for the transaction is shown here.
Click on the order number in the details and you will be redirected to the Order Details page where you can get a detailed view of the order.
Order Details page consists of following details:
Order Number: This is the unique tracking ID of the order made.
Order Date: Date on which the order is made is shown here.
Order Status: Status of the order is shown here.
Download: You can download the order invoice in pdf format by clicking download option.
Purchase Details: Price details of the products is shown here. On clicking view more option you will get a popup which shows Charge details and price.
Billing Address: Billing address of the user is shown here.
Delivery Address: Address to which the product has to be delivered is shown here.
Payment: You can view the payment details like payment method, transaction Id, status and amount paid under this section.
Packing: There are options to print and download the packing stickers under packing.
Shipment: Shipment Status of the item will be shown in this section with Item name, Status, Shipment method and Tracking Id.
Return: Details of the items requested for refund are shown under this section. Note: If there are more than one item in an order only the item that is requested to refund is shown here.
Admin can approve or reject the request from here.
Click on Approve or Reject option and a popup screen with username, date and the reason for return is displayed as shown below.
Tick the checkbox if the product has reached and verified.
Enter the comments in the space provided.
Click Submit to approve or reject the request.
Refund Requested orders can be filtered based on different criteria.
2. Filter based on Order number, Date and Name: You can filter the orders based on different combinations of Order number, Name, From Date, and To Date. The report can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the orders.
Enter the data based on which you want to filter the orders in the respective fields.
Click Search and you will get the orders satisfying the search criteria displayed.
Click Reset to clear the filter.
Orders that are delivered and completed the return period are shown as fulfilled orders. On clicking Fulfilled Orders, you will be redirected to Manage E-commerce orders page where the orders with fulfilled status are filtered.
Details about the orders are as follows.
Order Number: The unique tracking ID of the order is shown here.
Name: The username of the user who has made the purchase or subscription is shown here.
Order Total: The total amount of the product purchased is shown here.
Order Type: The category of the transaction is shown here which will be Commerce for e-commerce orders.
Status: The status of the transaction is shown here which will be fulfilled.
Created On: The date on which the order has been created is shown here.
Store: The store from which the product is ordered is shown here.
Payment Method: The payment method or payment option used for the transaction is shown here.
Click on the order number in the details and you will be redirected to the Order Details page where you can get a detailed view of the order. Invoice of the order can also be downloaded from the order details page.
Fulfilled orders can be filtered based on different criteria.
2. Filter based on Order number, Date and Name: You can filter the orders based on different combinations of Order number, Name, From Date, and To Date. The report can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the fulfilled orders.
Enter the data based on which you want to filter the orders in the respective fields.
Click Search and you will get the orders satisfying the search criteria displayed.
Click Reset to clear the filter.
Orders with refund requests that are approved by the admin is shown under payment return orders. On clicking Payment Return Orders, you will be redirected to Manage Payment Return page where the refund requests that are approved by the admin will be displayed. Admin can complete the payment from this page.
Details of the orders are as follows.
Order Number: The unique tracking ID of the order is shown here.
User: The username of the user who has made the purchase or subscription is shown here.
Method: The method of the refund request whether the order is cancelled or requested for refund is shown here.
Amount: The amount that has to be paid as refund is shown here.
Created On: The date on which the refund request is approved is shown here.
Note: You can sort the data in ascending or descending order of the value in all the fields by clicking on the fields or the arrow near the fields.
To make a payment to the customer perform the following steps.
Select the order to complete the payment by ticking the checkbox against the order.
Select Complete Payment under Action in the top menu bar of the page. The amount will be send to the customer and the order can be viewed under Payment Completed page.
Orders whose payment request is approved by the admin can be viewed on clicking Payment In progress in the top menu bar of the page.
Orders whose payment is completed can be viewed on clicking Payment Completed in the top menu bar of the page.
Payment Return orders can be filtered using the filter option in the top menu bar.
Perform the following steps to filter the orders.
Enter the Order Number to be filtered in the respective field.
Select the method of the order return from the dropdown available. Dropdown consists of options: Order Cancel and Order Refund.
Click Search and you will get the orders satisfying the search criteria displayed.
Click Reset to clear the filter.
Note: Orders can be filtered using both these attributes individually or as a combination of both.
Commerce products available in the website can be maintained using the options under this menu. Admin can manage products, their attributes, categories etc. related to products in this section.
Category of products or product types are created in this section. Categories under which products are added can be created using Add category option.
On clicking Add Category option under Manage Products, product category screen appears as follows.
Select the language in which the category has to be created.
Enter the category name in the Name field.
Enable Commerce Tax: Tick the checkbox against this option to enable tax for the product category.
Enable Commerce Subscriptions: Tick the checkbox against this option to enable subscriptions for the product category.
Enable Commerce Discount: Tick the checkbox against this option to enable discount for the product category.
Enable Commerce Shipping: Tick the checkbox against this option to enable shipping for the product category.
Enable Combo Package: Tick the checkbox against this option if any combo package has to be enabled for the product category.
Enable Stock Management: Tick the checkbox against this option to enable stock management for the product category.
Enable Commerce Fees: Tick the checkbox against this option to enable fees for the product category.
Click Reset to clear the fields.
Click continue to move to the next page where the catalogue and attribute groups can be added for the category.
Click Save to add the category and the category created will be displayed under Manage Categories.
Click Reset to clear the fields.
All the categories created in the system are available under manage categories section. You can add products under each category.
Available categories can be sorted in ascending or descending alphabetical order by clicking on category field or the arrow near the field.
Click Add category option in the top right side of the screen to add a new category. On clicking that you will be redirected to Add Category page.
Click Filter option to filter the categories based on category name.
Enter the name of the category which needs to be filtered in the Category field.
Click Search and the category satisfying the search criteria gets filtered.
Click Reset to clear the filter.
Multiple products can be added under each category from manage categories page. Commerce products can be added to all categories except Wallet deposit and External API Product. Wallet deposit category is used to add fund deposits and External API product category is used to add API products. Perform the following steps to add commerce products under other categories.
Click Add product option against the category and you will be redirected to create product screen where the product details can be added.
Product details should be given under different sub sections available in the left panel of the screen. Let's have a look at the details of the product to be filled in detail.
Basic
The following details are to be filled under Basic section.
Bundle Name: Bundle Name of the product is added here. Note: This field is mandatory.
Product Category: Category under which the product is added will be displayed here. This field is non editable.
Active: Enable this field to make the product active.
Featured Product: Enable this option if the product has to be displayed under featured products.
Top Selection: Enable this option if the product has to be included under top selection.
Product Info
The following details are to be filled under product info section.
Select the language in which the product has to be displayed.
Choose the catalogues based on which the product has to be displayed from the list of available catalogues in Choose Catalogues field.
Choose the countries in which this product has to be made available from the list available against the respective field. If no country is selected here, this product will be made available in all countries.
Enter a short description about the product which has to be displayed in the product details in the home page under the space provided against the respective field. Note: This field is mandatory.
Enter a detailed description about the product which has to be displayed in the product details in the home page under the space provided against the description field. Note: This field is mandatory.
Shipping, Auto Ship, Tax etc.
Shipping and subscription details of the product is added in this section.
Shipping
Dimensions of the product package is given under shipping. The data given under shipping will be used to calculate the shipping charge later. Details are as follows.
Length: Enter the length of the package in the selected dimension.
Width: Enter the width of the package in the selected dimension.
Height: Enter the height of the package in the selected dimension.
Dimension Class: Select the dimension in which the package details are given from the dropdown. Dimension options include: Meters, Centimeters, Foots and Inches.
Weight: Enter the weight of the product with package weight in this field.
Weight Class: Select the unit in which the weight is calculated from the dropdown. Dropdown consist of options: Kilograms, Pounds and Ounces.
Subscriptions
Subscription details of the product is configured in this section. Admin can decide whether the product needs to be added as a subscription product or not.
Status: Select the status whether the product needs to be added as a subscription product or not. If the status is selected as Active, then the product will be available as a subscription product. If the status is selected as Deactive, then the product will not be available as a subscription product.
Can user choose the start date: Admin can decide whether the user should be able to choose the start date for the subscription or not in this field. If this field is selected as Enable, the user can choose the start date of the subscription. If disable option is selected, user will not be able to choose the start date of subscription. The subscription will be calculated based on the current date in that case.
Can user choose the subscription interval: Admin can decide whether the user should be able to choose the subscription interval or not in this field. If this field is selected as Enable, the user can choose the subscription interval. If disable option is selected, the subscription interval configured by the admin will be considered and user will not be able to change it.
Default subscription interval: Subscription interval set by the admin in this field will be considered for running the subscription if the option disable is selected in the previous field(Can user choose the subscription interval).Options available in the dropdown are Month, Week and Year.
Can user choose the subscription frequency: Admin can decide whether the user should be able to choose the subscription frequency or not in this field. If this field is selected as Enable, the user can choose the subscription frequency. If disable option is selected, the subscription frequency configured by the admin will be considered and user will not be able to change it.
Default subscription frequency: Frequency in which the subscription is done in the selected interval is set here. Subscription frequency set by the admin in this field will be considered for running the subscription if the option disable is selected in the previous field(Can user choose the subscription frequency).
Can user choose the subscription period: Admin can decide whether the user should be able to choose the subscription period or not in this field. If this field is selected as Enable, the user can choose the subscription period. If disable option is selected, the subscription period configured by the admin will be considered and user will not be able to change it.
Default Subscription Period: Number of times the subscription should be processed is selected here. Subscription period set by the admin in this field will be considered for running the subscription if the option disable is selected in the previous field(Can user choose the subscription period).For eg: if the option is selected as Frequency 3, the subscription will be deactivated after delivering 3 orders in the selected interval. If unlimited frequency is selected the subscription will continue the whole life time.
User Role: User roles for whom the option to subscribe this product is made available can be selected here by the admin. Select the user roles from the list available in the dropdown. Only the users in the selected user role will be able to subscribe the product. For members in other roles the option to subscribe the product will not available in the website.
Product Specifications
General attributes added under the attribute groups selected in the particular category of the product are displayed under Product specifications.
Enter the data in each field according to the product attributes. Note: Fields in product specifications vary according to attribute groups selected for the product category.
Additional Info
Any additional information regarding the product can be given in this section.
This section is not mandatory. It needs to be filled only if any information regarding the product is to be added. The information that can be added includes the following.
Model Name: Model name of the product if any.
UPC: Universal Product Code is a type of code printed on product packaging to aid in identifying a particular item.
EAN: European Article Number is a standard describing a barcode symbology and numbering system used in global trade to identify a specific retail product type, in a specific packaging configuration, from a specific manufacturer.
JAN: Japanese Article Number is a version of the EAN-13 International Article Number system used for retail barcodes in Japan.
ISBN: The International Standard Book Number is a numeric commercial book identifier which is intended to be unique.
MPN: Manufacturer Part Number is a unique number that is issued by manufacturers to identify individual products.
Promo Text: Promotional message for marketing the product can be added here.
If any of these data are available for the product added, they can be provided in the respective fields.
Images
Images of the products that has to be displayed in the website can be added in this section.
Click Upload Image and select the image of the product to be displayed. There are options to drag, zoom in, zoom out, rotate, reset and delete the image when the image is selected. Note:
Please upload image with minimum width 600px and minimum height600px.
Multiple images can be added by clicking on + icon.
Added images can be deleted by clicking the delete option available after adding multiple images.
Variants
Variant attributes added under the attribute groups selected in the particular category of the product are displayed under Variants.
Enter the data in each field according to the product attributes. Note: Fields in variants vary according to attribute groups selected for the product category.
Multiple variants can be added for a product by clicking on the + icon.
Variants can also be deleted by clicking delete option which will be available only after adding multiple variants to a product.
SEO Details
Search Engine Optimization details for the product can be added in this section using which the visibility of products and website can be increased in search engines.
SEO details like Seo Name, meta title, meta keyword, meta description used for website optimization and the Youtube link of the product can be added here.
Discount
Details of discounts that can be given for the product is added in this section.
Details that has to be given for adding discount are as follows.
Title: Enter the title for the discount that has to be displayed.
User Type: Select the user type for whom the discount can be made available.
Quantity: Enter the minimum quantity to be purchased for availing the discount in this field.
Rate: Enter the discount rate in this field. Based on the price type the rate will be calculated.
Price Type: Select the price type from the dropdown which consists of two options: Percentage and Price.
Percentage: If price type is selected as percentage, a particular percentage of the product price will be given as discount. Value given in the rate field is the percentage value.
Price: If price type is selected as price, the value given in the rate field will be given as the discount for the product.
Start Date: Enter the start date from which the discount will be active.
End Date: Enter the end date up to which the discount will be active.
Priority: Enter the priority of the discount. In case of multiple discounts for a product, the discount with most priority will be given. Note: Only integers are allowed in this field.
Applied For: Select the type of purchase for which the discounts can be availed from the dropdown list which consist of following options.
Product Only: Discount will be availed only at the time of product purchase.
Product and subscription product: Discount will be availed both for product purchase and subscription.
Subscription product only: Discount will be availed only for subscription products.
Multiple discounts can be added for a product by clicking on the + icon. Note: Same product can have multiple types of discounts for same user type or different user types. Discounts will be applied based on the priority.
Discounts can also be deleted by clicking delete option which will be available only after adding multiple discounts to a product.
Stock Basics
Stock related configurations of the product can be done in this section. Admin can set the availability of the products and out of stock notifications in this screen.
Details that need to be added are as follows.
Minimum Quantity Notification: Enter the minimum count of the product in this field so that admin will get notified when the stock reaches the minimum quantity given. Note: This is a mandatory field.
Out Of Stock Status: Select the status to be shown in the website when the product becomes out of stock, from the dropdown available. Dropdown consists of options: Out of Stock and Available in 2-3 Days. Note: This is a mandatory field.
Available From: Enter the date from which the product will be available in the website. Note: By default the date will be set as current date. This can be changed.
Available Until: Enter the date until which the product will be available in the website.
Click Save to add the product under the category. On adding the product, the number of products given in the stock will be assigned to Admin store.
Click Reset to clear the fields.
Click Edit option under Actions field against the category. A sliding screen as shown below appears.
Select the language in which the category details has to be edited.
Make the required changes and click Save and continue Update to move to next page where the attributes can be edited.
Make required updates in catalogue or attribute groups and click Update to get the changes updated.
Click Delete option under Actions field against the category to be deleted. A popup screen asking the confirmation will appear as shown below.
Click Yes if you have to delete the category. Note: Category in which a product is already attached cannot be deleted.
Click Cancel to close the popup.
All the commerce products available in the system can be viewed under manage products.
The following details of the products are displayed on the screen.
Product: Bundle name of the product is shown here. You can sort the data in alphabetical order of the product name by clicking on the Product field or the arrow near the field.
Category: Category under which the product is added is shown in this field. You can sort the data in alphabetical order of the category name by clicking on the Category field or the arrow near the field.
Vendor: Name of the vendor who is selling the product is shown here. In this system admin is the vendor for all products. You can sort the data in alphabetical order of the vendor name by clicking on the Vendor field or the arrow near the field.
Actions: Options to edit product details, delete product and add product images are available under Actions.
Click Edit option under Actions field against the product to be edited. You will be redirected to Edit product screen where the product details can be edited.
Make the required updates in the subsections of the product details.
Click Update to save the changes.
Click Reset to revert the changes made before updating.
Click Delete option under Actions field against the product to be deleted. A popup screen asking the confirmation will appear as shown below.
Click Yes if you have to delete the product. Note: A product which is purchased by a customer cannot be deleted until it reached fulfilled state.
Click Cancel to close the popup.
Click Product Images under Actions field against the product. You will be redirected to images subsection of edit product screen.
Click Upload Image and select the image of the product to be displayed. There are options to drag, zoom in, zoom out, rotate, reset and delete the image when the image is selected. Note:
Please upload image with minimum width 600px and minimum height600px.
Multiple images can be added by clicking on + icon.
Click Delete icon to delete the added image.
Click Update to save the changes made.
Products can be filtered based on product name and category.
Click Filter option in the top of the page to filter the products based on product name and category.
Enter the name of the product which needs to be filtered in the Product Name field.
Enter the category of the product in Category field. Note: Products can be filtered using any of these fields individually or a combination of both.
Click Search and the products satisfying the search criteria gets filtered.
Click Reset to clear the filter.
All the available product attributes can be viewed under manage attributes.
The following details of the attributes are displayed on the screen.
Attribute Name: Name of the attribute is displayed in this field.
Widget: The widget type selected for the attribute is shown here. Based on the widget type, the attribute will be available in the user side.
Machine Code: The code in which the attributes are saved in the system is shown here.
Attribute In: Type of the attribute whether it is a general attribute or variant attribute is shown in this field.
Unique: The value in this field indicates whether the attribute is unique or not. For unique attributes, the value in this field will be shown as True and False for other attributes.
Manage: Option to edit attribute details is available under Manage.
Note: You can sort the data of all fields in alphabetical order by clicking on the field or the arrow near the field.
System attributes are the attributes which are set as default in the system. Details of these attributes cannot be edited or deleted. The following attributes shown in the below picture are the default attributes.
Price: Price is a default attribute used to display the retail price of the product. This is a variant attribute with data type as Float. Price is displayed as a text field in the website. This attribute is unique and mandatory.
Business Volume(BV): BV attribute shows the volume generated at the time of product purchase which is used to calculate incentives or bonus. This is a general attribute with data type as Float. BV is displayed as a text field in the website. This attribute is unique and mandatory.
Return Period: This attribute is used to configure the return period for products with return or replacement. This is a variant attribute with data type as Integer. Return Period is displayed as a text field in the website. This is a unique attribute.
Stock: Stock attribute is used to configure the number of items for sale by the admin. This is a variant attribute with data type as Integer. Stock is displayed as a text field in the website. This attribute is unique and mandatory.
Product Name: This attribute is used to configure the unique name of the product. This is a variant attribute with data type as Sting. Product Name is displayed as a text area in the website. This attribute is unique and mandatory.
Points: Points attribute is used to calculate incentives or bonus based on the points earned at the time of purchase. This is a general attribute with data type as Float. Points is displayed as a text field in the website.
Career Volume(CV): CV attribute is used to calculate incentives or bonus based on the volume earned at the time of purchase. This is a general attribute with data type as Float. CV is displayed as a text field in the website. This attribute is unique and mandatory.
Whole sale Price: This attribute is to configure the whole sale price of the product. This is a variant attribute with data type as Float. Whole sale price is displayed as a text field in the website. This attribute is unique and mandatory. Note: Whole sale price should always be less than retail price.
Discount Capping: This attribute is used to set a limit for the discount given. The maximum possible amount or percentage that can be given as a discount for a product can be configured in this attribute. This is a variant attribute with data type as Sting. Discount Capping is displayed as a text field in the website. This is a unique attribute. Note: If discount capping attribute is set as empty, there will not be any capping for the discount amount.
Click Edit option under Manage field against the attribute to be edited. A sliding screen with the attribute details will appear as shown below.
Select the language in which the attribute has to be edited.
Make the required updates and click Update to save the changes. Note: Data type and widget type cannot be updated.
Click Reset to revert the changes made before saving.
Select the attributes to be deleted by ticking the checkbox against the attribute.
Click Delete option under Action menu in the top of the screen and the attribute will get deleted successfully.
Attributes can be filtered based on attribute name.
Click Filter option in the top of the page to filter the attributes based on attribute name.
Enter the name of the attribute which needs to be filtered in the Attribute Name field.
Click Search and the attribute satisfying the search criteria gets filtered.
Click Reset to clear the filter.
Click + icon in the top right corner of the page. A sliding screen to add attribute appears as shown below.
Select the language in which the attribute has to be added.
Name: Enter the name of the product attribute in this field.
Attribute Data Type: Select the data type of the attribute from the dropdown field. Dropdown consists of options:
String: Only characters are allowed in this attribute.
Integer: Only integers are allowed in this attribute
Float: Only decimals are allowed in this attribute.
Attribute For: Select whether the attribute is added as General attribute or Variant attribute from the dropdown.
General: The attribute will be set as general attribute and will come under product specifications.
Variant: The attribute will be set as a variant attribute whose values can be varied according to the product variants.
Widget Type: Select the widget type in which the attribute has to be displayed from the dropdown list. Dropdown consists of following options:
Select Box: The attribute values will be displayed as select boxes or dropdown.
Radio Button: The attribute values will be displayed as radio buttons.
Color Box: The attribute values will be displayed as color boxes.
Text Field: The attribute value should be given in the text box.
Text Area: The attribute value should be given in the text area.
Date Picker: The attribute value will be selected from the calendar widget.
Description: Enter the description about the attribute in this field.
Unique: Tick the checkbox against unique, if the attribute has to be a unique one.
Required: Tick the checkbox against required, if the attribute has to be set as a mandatory field.
Display: Tick the checkbox against display, if the attribute has to be displayed in the product details of the product while adding to the cart.
Available Options: This section will be available only when widget type is selected as Select Box, Radio Button or Color Box. The attribute values available for selection is given in this section.
Active: Tick the checkbox to make the value available.
Label: The value given in this field will be available as attribute values in the admin side.
Value: The values given in this field will be displayed in the user side or website on selecting the corresponding label by the admin. Note: For widget type: color box, values will be selected as colors.
Weight: Priority in which the attribute values are displayed is given here. Only integer values are allowed in this field.
Click + icon to add multiple values to the attributes under available options.
Click Delete icon against the values to delete the options.
Click Save icon to add the attribute.
Click Reset to clear the fields.
Attributes created are grouped into different attribute groups so that they can be added under categories. All the attribute groups created are displayed under Attribute groups.
The following details of the attribute groups are displayed on the screen.
Attribute group: Name of the attribute group is shown in this field. You can sort the data in alphabetical order of the attribute group by clicking on the field or the arrow near the field.
Attribute(s) Name: Name of the attributes added under the group are shown here. Click on view all to view all the attributes in the group.
Created Date: Date and time at which the attribute group is created is shown here. You can sort the data in ascending and descending order of the created date by clicking on the field or the arrow near the field.
Manage: Option to edit attribute group details is available under Manage.
Click Edit option under Manage field against the attribute group to be edited. A sliding screen with the group details will appear as shown below.
Make the required updates in the group. Attributes can be added or deleted from the group.
Click Update to save the changes.
Select the attribute groups to be deleted by ticking the checkbox against the attribute group.
Click Delete option under Action menu in the top of the screen and the attribute group will get deleted successfully. Note: Attribute groups attached to a product cannot be deleted.
Click + icon in the top right of the page. A sliding screen to add attribute group appears as shown below.
Enter the name of the attribute group in Name field.
Select the attributes to be added in the group from the list of attributes available. Note: All the available attributes in the system will be displayed in the dropdown list.
Click Save to create the attribute group.
Attribute groups can be filtered based on attribute group and attribute name.
Click Filter option in the top of the page to filter the attribute groups.
Enter the name of the attribute group which needs to be filtered in the Attribute Group field.
Enter the attribute name in respective field. Note: Attribute groups can be filtered using any of these fields individually or a combination of both.
Click Search and the groups satisfying the search criteria gets filtered.
Click Reset to clear the filter.
Product catalogues available in the system can be viewed under manage catalogue. Catalogue is a group created to easily filter the products under a group in the webpage.
The following details of the catalogues are displayed on the screen.
Catalogue: Name of the catalogue is displayed in this field.
Parent Catalogue: Name of the parent catalogue to which the catalogue is attached is shown here. If it is not linked to any parent, parent catalogue will be displayed as base.
Created Date: Date and time at which the catalogue was created is shown here.
Manage: Options to edit and delete catalogue is available under Manage.
Note: You can sort the data of all fields in ascending or descending order by clicking on the field or the arrow near the field.
Click Edit option under Manage field against the catalogue to be edited. A sliding screen with the catalogue details will appear as shown below.
Select the language in which the catalogue has to be edited.
Make the required updates and click Update to save the changes.
Click Reset to revert the changes made before saving.
Click Delete option under Manage field against the catalogue to be deleted. A popup screen asking the confirmation will appear as shown below.
Click Yes if you have to delete the catalogue. Note: Catalogue which is already attached to a category cannot be deleted.
Click Cancel to close the popup.
Click + icon in the top right corner of the page. A sliding screen to add catalogue appears as shown below.
Select the language in which the catalogue has to be added.
Catalogue Name: Enter the catalogue name in this field.
Image: Click Upload Image and select the image to be displayed in the catalogue. There are options to drag, zoom in, zoom out, rotate, reset and delete the image when the image is selected. Note: Please upload an image with minimum width 600px and minimum height400px.
Parent: Select the Parent catalogue from the list of catalogues. Note: This is not mandatory.
Click Create to add the catalogue.
Catalogue can be filtered based on catalogue name and parent name.
Click Filter option in the top of the page to filter the catalogue.
Enter the name of the catalogue which needs to be filtered in the catalogue field.
Enter the parent catalogue in respective field. Note: Catalogues can be filtered using any of these fields individually or a combination of both.
Click Search and the catalogues satisfying the search criteria gets filtered.
Click Reset to clear the filter.
Fees are the extra charges added for orders and mlm products. All the available fees configured in the system will be displayed under Manage fees.
The following details of fees are displayed in the screen.
Title: Title given for the fee item is displayed in this field.
Price: The amount charged as fee is shown here. Note: Price will be calculated in base currency.
Status: Status of the fee whether it is active or inactive is shown here.
Apply To: Fee has to be applied for orders or products is displayed in this field.
Apply Method: Method by which the fee is applied for the order or product is shown here.
Created Date: Date and time at which the fee item was created is shown here.
Manage: Options to edit and delete fee item is available under Manage.
Click Edit option under Manage field against the fee item to be edited. A sliding screen with the fee details will appear as shown below.
Make the required updates and click Save to update the changes.
Click Delete option under Manage field against the fee item to be deleted. A popup screen asking the confirmation will appear as shown below.
Click Yes if you have to delete the fee item.
Click Cancel to close the popup.
Click +Add New Item option in the top right corner of the page. A sliding screen to add fee item appears as shown below.
Tick the checkbox against Enable fee item to make the fee item active. Note: Only active fee items will be considered under categories.
Title: Enter the title name of the fee item in this field.
Description: Enter the description of the fee item here.
Price: Enter the amount that is to be charges as fee. Note: This amount will be calculated in base currency.
Apply Method: Select the apply method from the dropdown which consists of following options
One time : Fee will be calculated one time only.
With every purchase: Fee will be calculated for every purchase.
Fee will be applied to: Select whether the fee has to be applied for orders or products from the dropdown.
Category: Select the category for which the fee has to be applied.
If Applied to field is selected as Orders, category will have options as Enrollment, Upgrade and Auto Upgrade.
If Applied to field is selected as Products, category will have options as Bronze, Platinum, Gold, Silver and Diamond.
Note: Based on the category selected the fee will be applied.
Click Save to add the fee item.
Product reviews given by customers on purchasing products are displayed under Manage Reviews screen. Admin has the privilege to publish or unpublish the reviews.
The following details of reviews are displayed on the screen.
Product: Name of the product of which review was given by the customer is shown here.
Comment: Comment provided by the customer as a review of the product purchased is shown here. Click on view all option to view the entire message. You can sort the comments in ascending or descending order by clicking on the field or the arrow near the field.
Rating: Rating provided by the customer for the product is shown in this field. You can sort the data in ascending or descending order of rating by clicking on the field or the arrow near the field.
User: Username of the customer who provided the review is shown here. You can sort the data in ascending or descending order of username by clicking on the field or the arrow near the field.
Date: Date and time at which the review was given is shown here. You can sort the data in ascending or descending order of date by clicking on the field or the arrow near the field.
Status: Status of the review whether it is published or unpublished is shown in this field. You can sort the data in ascending or descending order of status by clicking on the field or the arrow near the field.
Admin can manage the reviews by using the options given under Actions menu in the top of the page. There are options to Publish, Unpublish and Delete the reviews under Actions.
Select the reviews by ticking the checkbox against the reviews.
Select Publish under Actions to publish the selected reviews in the website. Note: Only published events will be displayed in the user side.
Select Unpublish under Actions to unpublish or remove the selected reviews from the website.
Select Delete under Actions to delete the product reviews.
Product reviews can be filtered based on Status, Date and Username. Reviews can be filtered using any of these fields individually or a combination of any of these fields.
Perform the following steps to filter the product reviews.
Enter the data based on which you want to filter the reviews in the respective fields.
Click Search and you will get the product reviews satisfying the search criteria displayed.
Click Reset to clear the filter.
Inventory management ensures that customer service targets can always be met without compromising cash flow or running out of stock. Admin can manage the stock requests and product stocks using the options available under Inventory section.
Create order page is used for offline product purchase from stores. Customer details and details of the product purchased offline can be added by the admin in this section and order can be placed offline successfully.
Product purchase can be done by giving customer details of three types.
Existing user: For making an offline purchase for an existing user, click Existing user under customer details as shown in the below picture.
Enter the name of the customer in Select customer field and select the customer from the list displayed.
2. New User: For making an offline purchase from the store for a new user, click New user under customer details as shown in the below picture.
Enter the first name of the user in First name field.
Enter the last name of the user in respective field.
Enter the username for the user in Username field.
Enter the email address of the user in the respective field. Note: Email address should be in the format username@domain.com.
Enter the phone number of the new customer in phone number field.
Select the country of the user from the list of countries against field country.
Note: This customer will be added as a new customer in the system with admin as the sponsor.
3. Anonymous User: Select continue as anonymous under customer details to perform the offline purchase as an anonymous user.
Only the customer details section is different for three types of customers, the rest of the product purchase section is same for all as shown in the below picture.
Select the product to be purchased from the list under Choose product field. Note: Only the products under the specific store will be available under choose products. For admin the products under corporate store is displayed.
Enter the quantity of the product purchased in the respective field.
Click + icon to add multiple products to the purchase.
Tick the checkbox against Disable shipping charge to remove the shipping charges for the products.
Enter the address to which the product has to be delivered against the fields under Delivery address First Name which includes details like First Name, Last Name, Email, Phone Number, Building / House No, Street, Locality/ Suburb, Postal / Zip Code, Country and State / Province.
Click Continue and you will be navigated to the next page with Order details, Billing Address, Delivery options, Price Details and payment options as shown below.
Order Summary: Summary of the products ordered is shown here. Click on View more to get the product details and price details displayed in a popup screen.
Billing Address: Invoicing address of the customer is shown here for reviewing.
Delivery Address: Address to which the order is delivered is shown in this section.
Redeem wallets: Customer can redeem their wallet points as a part of payment.
Select the wallet from the dropdown and the available balance in the wallet will be displayed.
Enter the amount to be redeemed in the space provided.
Click Redeem to reduce the amount from the wallet. This amount will be reduced from the total amount to be paid for the purchase.
Click Clear to cancel the redeem amount.
Price Details: Total price details of the products in the cart including discounts and charges are shown in this section.
The amount to be paid will be displayed after the discount and amount redeemed from the wallet (if applied).
Payment Options: Select the method by which the payment is done from the available options and click "Proceed to make payment" to proceed with the payment. On completing the payment, the order will be placed successfully and you will get a message with the order number and details on the screen. Note: An extra option to make offline payment at stores is also available under payment options.
This order can be viewed under confirmed orders in E-shop orders menu.
Returned products of all the stores will be available under this section.
The following details of the returned products are displayed on the screen.
Store name: Name of the store to which the product was returned.
Order Number: Unique number of the order which was returned.
Product Name: Name of the product returned.
Quantity: Total number of products returned.
Method of Return: Method of return whether it is a request for refund or replacement.
Returned Date: Date and time at which the product was returned.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Admin can either move the returned products to the available stock or request for a replacement of the product from corporate store.
Select the product by ticking the checkbox against the record.
Select "Move to available" option under Actions menu on the top of the screen to move the returned product to available stock of the store. Note: The count of the products will be reduced from returned stock and added under available stock of the store.
Returned products can be filtered based on Product name, Store name and Store Username. Data can be filtered using any of these fields individually or a combination of any of these fields.
Perform the following steps to filter the returned products.
Enter the data based on which you want to filter the products in the respective fields.
Click Search and you will get the products returned satisfying the search criteria displayed.
Click Reset to clear the filter.
An overview of all the products in the inventory of admin store is displayed under my inventory overview.
The following details of the products and their stock availability are displayed in the screen.
Product Name: Name of the product available in the inventory.
Minimum: The minimum quantity of the product set to send the out of stock notification.
Available: Number of stocks of the product that is currently available in the store. Note: On assigning stocks to each store, the number of products will get deducted from the available count of that product in admin store.
Reserved: Number of the particular product that is currently reserved. i.e. purchased products whose payment is pending will come under reserved category and the quantity of products requested by the stores will also gets added under reserved.
Pending fulfillment: Number of the products in the store whose payment is completed and in awaiting fulfillment status is shown under Pending fulfillment. Once the payment is completed for products in reserved stage, they will be moved to pending fulfillment stage.
Fulfilled: Number of the particular product in fulfilled status is shown here. Products purchased from the store and has completed return period falls under fulfilled status.
Returned: Number of returned products in the store is shown in this field. Note: Only products whose return request is approved will be added under returned stock count. For refund requests, the count will be directly added under returned on approval. For replacement requests, along with the return count a new order will be placed and that number will be added under pending fulfillment stock.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Products in my inventory overview can be filtered based on Product name.
Perform the following steps to filter the products.
Enter the product name in the respective field.
Click Search to get the product filtered.
Click Reset to clear the field.
Statistics of all the products in the system with the count of each product in different status is displayed under global inventory.
The following details of the products and their stock availability are displayed in the screen.
Product Name: Name of the product available in the inventory.
Minimum: The minimum quantity of the product set to send the out of stock notification.
Available: Number of stocks of the product that is currently available in the admin store. Note: On assigning stocks to each store, the number of products will get deducted from the available count of that product in admin store.
Store: Total count of the product that is currently available in different stores for purchase is shown under this field.
Reserved: Number of the particular product that is currently reserved in corporate/ admin store. i.e. purchased products from admin store whose payment is pending will come under reserved category and the quantity of products requested by the stores will also gets added under reserved.
Returned: Number of returned products in the corporate/admin store is shown in this field. This includes the count of both the return approved products directly purchased from admin store and also those products which are returned from stores.
Serviced: Number of products that are under service in the corporate store is shown here. Returned products that are to be serviced will be moved to service by admin. The count of such products will be reduced from returned count and added under serviced count.
Damaged: Number of returned products that are damaged is shown here. Returned products that are damaged will be moved to damaged category by admin. The count of such products will be reduced from returned count and added under damaged status.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Product statistics of a particular product can be filtered based on Product name under global inventory.
Perform the following steps to filter the products.
Enter the product name in the respective field.
Click Search to get the product filtered.
Click Reset to clear the field.
An overall statistics of all the products in the inventory of each store is displayed under inventory by stores.
The following details of the products and their stock availability in each store is displayed in the screen.
Store Name: Name of the store.
Product Name: Name of the product assigned to the store is shown in this field.
Minimum: The minimum quantity of the product set to send the out of stock notification is shown in this field.
Available: Number of stocks of the product that is currently available in the store for the customers is shown here. Note: On assigning stocks to each store, the number of products will get added against the available field of the store and the same count will be deducted from the available count of that product in corporate/admin store.
Reserved: Number of the particular product that is currently reserved under the store is shown here. i.e. purchased products whose payment is pending will come under reserved category for normal stores and for corporate store/admin store, the quantity of products requested by the stores will also gets added under reserved.
Pending fulfillment: Number of the products in the store whose payment is completed and in awaiting fulfillment status is shown under Pending fulfillment. Once the payment is completed for products in reserved stage, they will be moved to pending fulfillment stage.
Fulfilled: Number of the particular product in fulfilled status is shown here. Products purchased from the store and has completed return period falls under fulfilled status.
Returned: Number of returned products in the store is shown in this field. Note: Only products whose return request is approved will be added under returned stock count. For refund requests, the count will be directly added under returned on approval. For replacement requests, along with the return count a new order will be placed and that number will be added under pending fulfillment stock.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Product statistics can be filtered based on Product name and store name. Data can be filtered using any of these fields individually or a combination of any of these fields.
Perform the following steps to filter the product statistics.
Enter the data based on which you want to filter the products in the respective fields.
Click Search and you will get the record satisfying the search criteria displayed.
Click Reset to clear the filter.
Stock requests send by stores for assigning products from corporate store can be viewed under New Inventory requests. Admin can approve or reject the requests from this page.
The following details of requests are displayed in the screen.
Store Name: Name of the store who has requested for the stock.
Product Name: Name of the product requested.
Requested Stock: Quantity of the products requested. Note: The number of requested stock will be shown as reserved against the product in corporate store.
Requested Date: Date and time at which the stock request came.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Admin has the provision to either approve or decline the stock requests.
Select the request by ticking the checkbox against the record.
Select "Approve Request" option under Action menu on the top of the screen to approve the stock request. On approving the request, the number of products under reserved category of the admin store will be moved to the available stock of the requested store.
Select "Decline Request" option under Action menu to reject the stock request. On rejecting the request, the number of products under reserved category of the admin store will be moved back to the available stock.
Admin can set the expiry period of the stock request under settings menu.
Click on the settings icon on the top right corner of the page and a sliding screen appears as shown below.
Enter the number of days after which the request should get expired in the field " Request expire days".
Click Save changes to update the changes.
Note: If the request is not accepted by the admin within the expiry period, the request will be cancelled automatically and the number of stocks in the reserved category of the particular product in admin store will be moved back to available stock.
Inventory requests can be filtered based on Product name, Store name and Store Username. Data can be filtered using any of these fields individually or a combination of any of these fields.
Perform the following steps to filter the inventory requests.
Enter the data based on which you want to filter the requests in the respective fields.
Click Search and you will get the data satisfying the search criteria displayed.
Click Reset to clear the filter.
All the returned products in admin store can be viewed and managed under global product return. There are four set of views under global product return to manage stocks under different stage.
Returned products which are requested for replacement by stores will be available under this section.
The following details of the products requested for replacement are displayed on the screen.
Store name: Name of the store which has requested for the replacement of the product.
Order Number: Unique number of the order returned.
Product Name: Name of the product returned for replacement.
Quantity: Total number of products returned for replacement.
Method of Return: Method of return whether it is a request for refund or replacement.
Returned Date: Date and time at which the product was returned from stores.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Only the requests approved by admin will be processed for replacement.
Select the requests to be approved by ticking the checkbox against the product details.
Select Approve Replacement under Action menu and the product will be approved for replacement. Note: On approving the request, the data will be moved to returned stock view and that product count will be added under returned count of admin store. Also the same number of products will be reduced from the available count of admin store and added to the available stock of respective store who requested replacement.
Products requested for replacement can be filtered based on Product name, Store name and Store Username. Data can be filtered using any of these fields individually or a combination of any of these fields.
Perform the following steps to filter the products.
Enter the data based on which you want to filter the products in the respective fields.
Click Search and you will get the products returned satisfying the search criteria displayed.
Click Reset to clear the filter.
Products that are returned to admin store after approval is shown under this view.
The following details of returned products are displayed in this page.
Product Name: Name of the product returned.
Product SKU: Unique name generated for the particular product at the time of adding product for easy tracking.
Quantity: Total count of returned product.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Admin can move the returned products either for service or to damaged section. Perform the following steps for moving the products.
Select the products to be moved by ticking the checkbox against the product details.
Select Move to service under Action menu to service the returned product and the product record will be moved to Serviced Stock section. Also the stock count will be reduced from returned and added under serviced field of the particular product in global inventory statistics.
Select Move to damaged under Action menu to move a damaged product and the product record will be moved to Damaged Stock section. Then the stock count will be reduced from returned and added under damaged field of the particular product in global inventory statistics.
Returned products that are moved for servicing by admin and serviced will be displayed in this section.
The following details of serviced products are displayed in this page.
Product Name: Name of the product.
Product SKU: Unique name generated for the particular product at the time of adding product for easy tracking.
Quantity: Total count of products serviced.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Admin can move the serviced products back to available stock. Perform the following steps for moving the products.
Select the products to be moved by ticking the checkbox against the product details.
Select Move to Available Stock under Action menu to move back the serviced product to available stock of corporate/admin store. The stock count will be reduced from serviced number and added under available field of the particular product in global inventory statistics.
Returned products that are damaged will be displayed in this section.
The following details of damaged products are displayed in this page.
Product Name: Name of the product.
Product SKU: Unique name generated for the particular product at the time of adding product for easy tracking.
Quantity: Total count of products damaged.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Admin can move the damaged products for servicing. Perform the following steps for moving the products.
Select the products to be moved by ticking the checkbox against the product details.
Select Move to Service under Action menu to move the damaged product for servicing. The stock count will be reduced from damaged and added under serviced field of the particular product in global inventory statistics.
Products in returned, serviced and damaged sections can be filtered using product name in each screen.
Perform the following steps to filter the products.
Enter the product name in the respective field.
Click Search to get the product statistics filtered.
Click Reset to clear the field.
Stores to stock products are managed in this section. Admin can add stores and manage their functioning.
All the available stores in the system can be viewed under manage stores.
The following details of stores are shown in the screen.
Store Name: Name of the store is displayed in this field.
Username: Username of the store is shown here.
Store User: First name and last name of the store user is displayed in this field.
Store Slug: Slug name of the store is shown in this field. This will be used as the referral link for the store for purchase.
Email: Email id of the store is shown here.
Mode of Purchase: Mode of purchase available in the store is shown in this field.
Store Type: Type of the store whether it is a store or franchise is displayed in this field.
Status: Status whether the store is active or inactive is shown here.
Created: Date and time at which the store is created is shown here.
Manage: Options to edit, change password and inventory management are available under manage.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Only admin has the privilege to add a new store in the system.
Click Add New store icon in the top of the screen and you will be redirected Add new store page as shown below.
Enter the following details of store owner and store in the respective fields.
Store Owner details
First Name: Enter the first name of the store owner in this field.
Last Name: Enter the last name of the store owner in this field.
Username: Enter the username for logging into the store user here.
Email Address: Enter the email address of the store owner in this field. Note: Email address should be in the format username@domain.com.
Country: Select the country in which the store is located from the dropdown available.
Phone Code: Based on the country selected the phone code of that country will be automatically loaded in this field.
Phone Number: Enter the phone number of the store owner in this field
Store Details
Mode of Purchase: Select the mode of purchase in the store from the dropdown list available. Dropdown consists of options:
Online Purchase: Only online purchase will be available in this store.
Offline Purchase: Only offline purchase will be available in this store.
Both Online and Offline: Both online and offline purchases will be available in this store.
Store Type: Select the store type from the dropdown which consist of options Store and Franchise. Note: On selecting Franchise as store type, the options to add social media referral links and logo image will be disabled.
Nearest Showroom: Select the nearest store available from the dropdown in this field. Note: All the available active stores in the system will be available under this option.
Store owner details and store details are to be filled by the admin as mandatory. Rest of the store details can be added either by the admin or by the store owner. The details that are to be filled are as follows.
Store Name: Enter the name of the store in this field. Note: This field is mandatory.
Store Mail: Enter the mail id of the store in this field. Note: This field is mandatory.
Store Phone: Enter the phone number of the store in this field.
Country: Select the country in which the store is located from the list of countries available in the dropdown. Note: This field is mandatory.
State/Province: Select the State/Province in which the store is located from the list of states available in the dropdown. Note: This field is mandatory.
Zip code: Enter the zip code of the region in which the store is located. Note: This field is mandatory.
Locality/Suburb: Enter the locality of the store in this field.
Street Address: Enter the street address in which the store is located in this field.
VAT ID: Enter the unique VAT id of the store.
Hours of Operation: Enter the hours of operation of the store in this field.
Facebook Referral Link: Enter the Facebook referral link of the store in this field.
Instagram Referral Link: Enter the Instagram referral link of the store in this field.
LinkedIn Referral Link: Enter the LinkedIn referral link of the store in this field.
Twitter Referral Link: Enter the Twitter referral link of the store in this field.
Store logo image: Click Upload Image and select the image of the store logo to be displayed. There are options to drag, zoom in, zoom out, rotate, reset and delete the image when the image is selected. Note: Please upload image with minimum width 200px and minimum height200px.
Note: The fields for adding social media referral links and logo image will be available only if the store type selected is Store. For Franchise these fields will not be available.
Click Create Store after filling all the fields and the store will be added successfully. The newly added store will be available under manage stores with status Pending.
Click Edit option against the store under manage column and change the status to Active to activate the store.
If the admin has entered only the store owner details and opted for the option "Details should be filled by store owner" at the time of adding store, then such stores will be displayed under Incomplete stores as shown below. A mail will be send to the store owner's registered email, asking to fill the store details in such cases. Store owner can fill the details from their profile.
Admin can also enter the store details from incomplete stores screen. Click on the Add details option under Manage field and screen to add the details will be displayed. Enter the details and click save.
Once the details are filled either y the admin or by the store user from their profile, the store record will be moved from incomplete stores and displayed under manage stores screen with status as pending.
Click Edit option against the store under manage column and change the status to Active to activate the store.
Stores can be filtered based on Store name and Status.
Perform the following steps to filter the product reviews.
Enter the name of the store which needs to be filtered in the Store Name field.
Enter the status of the stores to be filtered in Store status field. Note: Stores can be filtered using any of these fields individually or a combination of both.
Click Search and the stores satisfying the search criteria gets filtered.
Click Reset to clear the filter.
Click Edit option under Manage field against the respective store whose details are to be edited and you will get a sliding screen with the store details as shown below. Note: Only store details will be available for editing.
Make the necessary updates and click Save changes to save the updates done.
Click Change Password option under Manage field against the respective store and you will be redirected to Change password screen as shown below. Note: Change password option will be available for stores under both manage stores and incomplete stores section.
Enter the new password in the respective field. Note: Password should consist of at least 8 characters and it should have at least one capital letter, small letter, number and special character. Password should not be similar to username, first name, last name or email.
Re-enter the password in New Password Confirmation field.
Click Change Password to update the password.
Click Reset to clear the fields.
Admin can add stocks of available products to active stores. Stocks are assigned to each store from Corporate store or admin store. On adding a new product in the system, it will get added under admin store automatically. it Perform following steps to assign stocks to a store.
Click Inventory Management option under Manage column against the respective store and you will be redirected to Inventory management screen. Note: Inventory management option will be available only for stores with active status.
Click Assign Stock option on the top of the screen and a sliding screen to add the stock details appears as shown below.
Choose product to be added from the available products list against the field. Note: Available quantity of the product in the admin store will be displayed on selecting the product.
Enter the quantity of the product to be added to the store in the respective field.
Click + icon to add more products to the store.
Click Delete icon available on adding multiple products, for deleting a product.
Click Assign stock to add the stock to the store.
On assigning stocks to a store the details will be displayed in inventory management page as shown below.
The following details of the stock are displayed in the screen.
Store Name: Name of the store is shown in this field.
Product Name: Name of the product assigned to the store is shown in this field.
Minimum: The minimum quantity of the product set to send the out of stock notification is shown in this field.
Available: Number of stocks of the product that is currently available in the store for the customers is shown here. Note: On assigning stocks to each store, the number of products will get added against the available field of the store and the same count will be deducted from the available count of that product in admin store.
Reserved: Number of the particular product that is currently reserved under the store is shown here. i.e. purchased products whose payment is pending will come under reserved category for normal stores and for corporate store/admin store, the quantity of products requested by the stores will also gets added under reserved.
Pending fulfillment: Number of the products in the store whose payment is completed and in awaiting fulfillment status is shown under Pending fulfillment. Once the payment is completed for products in reserved stage, they will be moved to pending fulfillment stage.
Fulfilled: Number of the particular product in fulfilled status is shown here. Products purchased from the store and has completed return period falls under fulfilled status.
Returned: Number of returned products in the store is shown in this field. Note: Only products whose return request is approved will be added under returned stock count. For refund requests, the count will be directly added under returned on approval. For replacement requests, along with the return count a new order will be placed and that number will be added under pending fulfillment stock.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields
Manage: Options to edit the stock count of the product in the store is available under manage. Click Edit option and a sliding screen appears as follows.
Admin can manually update the stock values in this screen. Click Update to save the changes.
Products in the store can be filtered based on product name using the filter option on the top right corner.
Enter the product name in the respective field.
Click Search to get the product filtered.
Click Reset to clear the field.
Click Back icon available in inventory management screen to go back to manage stores.
Admin can configure zone areas for stores under manage zipzones. All the configured zone areas are displayed on selecting manage zipzones.
The following details about zone areas are displayed on the screen.
Zipzones: Name of the zipzone configured is shown in this field.
Description: Description given for the zipzone is shown here.
Manage: Option to view or edit the zone configured is available under manage.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Click View/Edit option under manage field against the zipzone. A sliding screen as shown below appears.
Zone areas can be added or deleted using the respective icons.
Make the necessary updates and click Update to save the changes.
Click Reset to clear the fields.
Select the zipzone to be deleted by ticking the checkbox against the respective zipzone.
Click Delete option under Action menu in the top of the screen and the zipzone will get deleted successfully.
Zipzones can be filtered based on zone name.
Click Filter option in the top of the page to filter the zones based on zone name.
Enter the name of the zipzone which needs to be filtered in the Zipzone Name field.
Click Search and the zone satisfying the search criteria gets filtered.
Click Reset to clear the filter.
Click + icon in the top right corner of the page. A sliding screen to add zipzone appears as shown below.
Enter the name of the zipzone in the Name field.
Enter the description to be added for the zipzone in the respective field.
Select the country in which the zone is located from the dropdown available.
Select the zone from the dropdown list. Note: All zones under the selected country will be available in the dropdown.
Enter the zipcode from which the zone area has to be considered in Zip from field.
Enter the zipcode up to which the zone area has to be considered in Zip to field.
Click + icon to add multiple zones under the same zipzone.
Click delete icon available on adding multiple zones if any zone has to be deleted.
Click Save to add the zipzone.
Click Reset to clear the fields.
Configurations for different commerce modules in the system are done under commerce settings. Click Module under commerce settings and you will be redirected to the commerce module screen as shown below.
Configurations done for each module will be different and to enable/disable each module click the radio button against the modules. Note: Only the modules enabled in this section will be available at the time of adding categories.
Details of each module are as follows.
Configuration for calculating shipping charge for products is done under this module. Shipping zone, shipping service and shipping group are added here. Perform the following steps to configure the shipping methods.
Enable/Disable the shipping method by clicking the radio button against the module. Note: Configuration button will be enabled only for active module.
A popup screen asking the confirmation to change the status will appear. Click Yes to change the status.
Click on the configuration icon against Shipping method. You will be redirected to Manage shipping zone screen initially. Shipping zone, shipping service and shipping group are available in separate views.
Shipping Zone
Zones or areas for which shipping charges are to be calculated is configured under Shipping zones.
On selecting the shipping zone option from the dropdown, all the configured shipping zones in the system will be displayed. Name and description of the zones configured are shown in the screen.
How to add a new shipping zone
Click + icon on the top of the screen to add a new shipping zone. A sliding screen as shown below appears.
Enter the following details to add a zone.
Name: Name of the shipping zone
Description: Description regarding the shipping zone.
Country: Select the country which comes under the zone from the dropdown.
Available: Select the option for which the shipping charge has to be made available. Dropdown consists of options: Selected zones and All zones.
Selected Zones: Shipping charge will be availed only for zones within the particular zip codes provided.
All Zones: Shipping charge will be availed for all the zones in the selected country. Note: On selecting all zones, the zip from and zip to fields will be disabled.
Zip From: Zip code of area from which the shipping charge has to be made available..
Zip To: Zip code of area up to which the shipping charge has to be made available.
Click + icon to add multiple countries or zone areas under the shipping zone.
Click Delete icon available on adding multiple areas, for deleting an area.
Click Save to add the shipping zone.
Click Reset to clear the fields.
How to edit shipping zone
Click Edit option under Action field of each shipping zone. A sliding screen with the zone details appears as shown below.
Make the required updates in the zone details.
Click Update to save the changes.
Click Reset to revert the changes made before updating.
How to delete a shipping zone
Select the shipping zone to be deleted by ticking the checkbox against the zone.
Click Delete option under Action menu in the top of the screen and the shipping zone will get deleted successfully.
How to filter a shipping zone
Shipping zones can be filtered based on zone name.
Click Filter option in the top of the page to filter the shipping zones based on zone name.
Enter the name of the shipping zone which needs to be filtered in the Name field.
Click Search and the shipping zone satisfying the search criteria gets filtered.
Click Reset to clear the filter.
2. Shipping Service
Shipping services can be configured in this section.
On selecting the shipping service option from the dropdown, all the configured shipping services in the system will be displayed. Name and description of the services configured are shown in the screen.
How to add a new shipping service
Click + icon on the top of the screen to add a new shipping service. A sliding screen as shown below appears.
Enter the following details to add a new shipping service.
Name: Name of the shipping service.
Groups: Select the group under which service comes from the dropdown which consists of options: Standard Shipping and Express Shipping.
Service: Select the service for calculating shipping charge from the dropdown list which consist of options: Default, Shipstation Configuration and Voxships configuration.
Default: Shipping service charges needs to be configured manually.
Description: Description regarding the shipping service configured.
Url: Url for tracking the shipment. Note: URL given here will be displayed under order tracking page to track the shipment.
Click Save to add the shipping service.
Click Reset to clear the fields.
How to edit shipping service
Click Edit option under Action field of each shipping service. A sliding screen with the service details appears as shown below.
Make the required updates in the service details.
Click Update to save the changes.
Click Reset to revert the changes made before updating.
How to delete a shipping service
Select the shipping service to be deleted by ticking the checkbox against the service.
Click Delete option under Action menu in the top of the screen and the shipping service will get deleted successfully.
How to filter a shipping service
Shipping services can be filtered based on name of the shipping service.
Click Filter option in the top of the page to filter the shipping service based on service name.
Enter the name of the shipping service which needs to be filtered in the Name field.
Click Search and the shipping service satisfying the search criteria gets filtered.
Click Reset to clear the filter.
3. Shipping Group
Shipping groups based on which the shipping charge is calculated are configured under shipping groups. Shipping services and shipping zones will be attached under the group accordingly.
On selecting the shipping group option from the dropdown, all the configured shipping groups in the system will be displayed. Name and description of the shipping groups are shown in the screen. Shipping groups configured here will be available for calculating shipping charge while adding a product.
How to add a new shipping group
Click + icon on the top of the screen to add a new shipping group. A sliding screen as shown below appears.
Enter the following details to add a new shipping group.
Name: Name of the shipping group.
Description: Description about the shipping group.
Shipping Zone Id: Select the shipping zones available from the dropdown list.
Service: Select the shipping service available from the dropdown list.
User Group: Select the user group for whom this shipping charge will be applicable from the list of user groups in the dropdown.
Weight From: Enter the weight of the package from which the shipping charge has to be calculated.
Weight To: Enter the weight of the package up to which the shipping charge has to be calculated.
Rate: Enter the rate to be calculated for shipping the products of the weight specified. Based on the rate type the rate will be calculated. Note: This field will be available only for default shipping service. For other services, the rate will be calculated by third party sites.
Rate type: Select the rate type from the dropdown which consists of two options: Percentage and Price. Note: This field will be available only for default shipping service
Percentage: If rate type is selected as percentage, a particular percentage of the rate will be taken as shipping charge. Value given in the rate field is the percentage value.
Price: If rate type is selected as price, the value given in the rate field will be taken as the shipping charge for the package.
Weight Class: Select the unit in which the weight is calculated from the dropdown. Dropdown consist of options: Kilograms, Pounds and Ounces.
Priority: Enter the priority of the shipping group. In case of multiple options to calculate shipping charge, the option with most priority will be considered first. Note: Only integers are allowed in this field.
Multiple options can be added under a shipping group by clicking on the + icon. Note: Shipping charge will be calculated based on the priority.
Options added can also be deleted by clicking delete option which will be available only after adding multiple options to a shipping group.
Click Save to add the shipping group.
Click Reset to clear the fields.
How to edit shipping group
Click Edit option under Action field of each shipping group. A sliding screen with the details appears as shown below.
Make the required updates in the group details.
Click Update to save the changes.
Click Reset to revert the changes made before updating.
How to delete a shipping group
Select the shipping group to be deleted by ticking the checkbox against the group.
Click Delete option under Action menu in the top of the screen and the shipping group will get deleted successfully.
How to filter a shipping group
Shipping group can be filtered based on name of the shipping group.
Click Filter option in the top of the page to filter the shipping group based on name of the shipping group.
Enter the name of the shipping group which needs to be filtered in the Name field.
Click Search and the shipping group satisfying the search criteria gets filtered.
Click Reset to clear the filter.
Configurations for calculating tax for products is done under this module. Perform the following steps to configure the tax methods.
Enable/Disable the tax method by clicking the radio button against the module. Note: Configuration button will be enabled only for active module.
A popup screen asking the confirmation to change the status will appear. Click Yes to change the status.
Click on the configuration icon against tax method. You will be redirected to Manage tax services screen initially. Tax type and tax group are available in separate views.
Tax Services
Types of tax services can be configured in this section.
Select the Tax type configuration option on the top of the screen, you will be redirected to tax service screen. Name and description of the services configured are shown in the screen.
How to add a new tax service
Click + icon on the top of the screen to add a new tax service. A sliding screen as shown below appears.
Enter the following details to add a new tax service.
Name: Name of the tax service.
Inclusive: Select whether the total amount of product should be inclusive of tax or not from the dropdown which consist of options Disabled and Enabled.
Disabled: Tax amount will not be included in the price of the product.
Enabled: Tax amount will be included in the price of the product.
Service: Select the service for calculating tax from the dropdown list which consist of options: Default, Taxjar Configuration and Avalara configuration.
Default: Tax calculation needs to be configured manually.
Description: Description regarding the tax service configured.
Click Save to add the tax service.
Click Reset to clear the fields.
How to edit tax service
Click Edit option under Manage field of each tax service. A sliding screen with the service details appears as shown below.
Make the required updates in the tax service details.
Click Update to save the changes.
Click Reset to revert the changes made before updating.
How to delete a tax service
Select the tax service to be deleted by ticking the checkbox against the service.
Click Delete option under Action menu in the top of the screen and the tax service will get deleted successfully.
How to filter a tax service
Tax services can be filtered based on name of the service.
Click Filter option in the top of the page to filter the tax service based on name of the service.
Enter the name of the tax service which needs to be filtered in the Name field.
Click Search and the tax service satisfying the search criteria gets filtered.
Click Reset to clear the filter.
2. Tax Group
Tax groups based on which the tax is calculated are configured under tax groups. Multiple tax services can be attached under the group.
Select the Tax group configuration option on the top of the screen, you will be redirected to tax group screen. Name and description of the groups configured are shown in the screen. Tax groups configured here will be available for calculating tax while adding a product.
How to add a new tax group
Click + icon on the top of the screen to add a new tax group. A sliding screen as shown below appears.
Enter the following details to add a new tax group.
Name: Name of the tax group.
Geozone: Select the geozones available from the dropdown list which will be considered for tax calculation. Note: Geozones created under website settings in Administration menu will be available in the dropdown.
Description: Description about the tax group.
User Group: Select the user group for whom this tax rate will be applicable from the list of user groups in the dropdown.
Tax Type: Select the tax service available from the dropdown list.
Rate: Enter the rate to be taken for tax calculation. Based on the rate type the rate will be calculated. Note: This field will be available only for default tax service. For other services, the rate will be calculated by third party sites.
Rate type: Select the rate type from the dropdown which consists of two options: Percentage and Price. Note: This field will be available only for default tax service
Percentage: If rate type is selected as percentage, a particular percentage of the rate will be taken as tax. Value given in the rate field is the percentage value.
Price: If rate type is selected as price, the value given in the rate field will be taken as the tax for the order.
Based On: Select the address based on which the tax has to be calculated. Dropdown consist of options : Billing Address and Shipping Address.
Priority: Enter the priority of the tax group. In case of multiple options to calculate tax, the option with most priority will be considered first. Note: Only integers are allowed in this field.
Multiple options can be added under a tax group by clicking on the + icon. Note: Tax will be calculated based on the priority.
Options added can also be deleted by clicking delete option which will be available only after adding multiple options to a tax group.
Click Save to add the tax group.
Click Reset to clear the fields.
How to edit tax group
Click Edit option under Manage field of each tax group. A sliding screen with the details appears as shown below.
Make the required updates in the group details.
Click Update to save the changes.
Click Reset to revert the changes made before updating.
How to delete a tax group
Select the tax group to be deleted by ticking the checkbox against the group.
Click Delete option under Action menu in the top of the screen and the tax group will get deleted successfully.
How to filter a tax group
Tax group can be filtered based on name of the tax group.
Click Filter option in the top of the page .
Enter the name of the tax group which needs to be filtered in the Name field.
Click Search and the tax group satisfying the search criteria gets filtered.
Click Reset to clear the filter.
Subscription for products will be available only if this module is enabled.
Enable/Disable commerce subscriptions by clicking the radio button against the module.
A popup screen asking the confirmation to change the status will appear. Click Yes to change the status.
Discount option for products will be available only if this module is enabled.
Enable/Disable discount option by clicking the radio button against the module.
A popup screen asking the confirmation to change the status will appear. Click Yes to change the status.
Commerce basics module is enabled by default and this cannot be disabled.
Pickup option from stores will be available for customers only when store pickup module is enabled. On enabling this option, the customers will have option to pick their orders from desired stores by person.
Enable/Disable store pickup module by clicking the radio button against the module.
A popup screen asking the confirmation to change the status will appear. Click Yes to change the status.
Combo packages can be added to a product under manage products if this module is enabled. On enabling this multiple products can be added as a combo along with a product purchase.
Enable/Disable combo package module by clicking the radio button against the module.
A popup screen asking the confirmation to change the status will appear. Click Yes to change the status.
Stock Order process module is enabled by default and this cannot be disabled. This module is configured by default in the system for stock management functions .
Fees are the extra charges added for orders and this will be considered only if commerce fee module is enabled. On enabling this module, the fee item configured for the orders or products will be considered while purchasing.
Enable/Disable Fees module by clicking the radio button against the module.
A popup screen asking the confirmation to change the status will appear. Click Yes to change the status.
Option for purchasing products through EMI will be available only if EMI service module is enabled. Perform the following steps to configure the EMI service.
Enable/Disable the EMI Service by clicking the radio button against the module. Note: Configuration button will be enabled only for active module.
A popup screen asking the confirmation to change the status will appear. Click Yes to change the status.
Click on the configuration icon against EMI Service. You will be redirected to EMI Configurations screen as shown below.
The following details are configured under EMI configurations.
Disable EMI on first purchase: Enable the radio button against this field if EMI option should be disabled for first purchase of the customer.
Minimum EMI Amount: Enter the minimum amount to be set for availing EMI option. For purchases less than this amount, EMI payment will not be available.
Select EMI Day: Select the day on which the EMI has to be paid from the dropdown. If Default option is selected, then the EMI will be run on the date of purchasing the products every month. If any of the days between 1-28 is selected, then EMI will be run on that particular day every month.
Emi payment type categories: Enter the payment types to be available for EMI option in the space provided. Note: Payment category has to be added in a particular format in the space provided. eg: gpg_emi|GPG EMI.
Click Save Configurations to save the EMI settings.
Options to do partial payment using wallet points will be available only if redeem wallet module is enabled. On enabling this feature, customer will get an option to redeem amount from their selected wallets as a part of payment. Perform the following steps to configure the redeem settings for each wallet.
Enable/Disable the Redeem Wallet by clicking the radio button against the module. Note: Configuration button will be enabled only for active module.
A popup screen asking the confirmation to change the status will appear. Click Yes to change the status.
Click on the configuration icon against Redeem Wallet. You will be redirected to Wallet Settings screen as shown below.
All the wallets available in the system will be displayed in this screen and redeem settings for each wallet needs to be done separately.
Click on the gear button against the wallet to configure the settings. A sliding screen as shown below appears for the corresponding wallet.
Enter the following details for configuration.
Capping percentage: Enter the maximum percentage of amount that can be withdrawn from the wallet balance. Note: Maximum 80% of wallet balance can only be redeemed from the wallet.
Status: Select the status from the dropdown based on which the redeem option from the particular wallet will be made available in the payment section. Dropdown consist of options : Active and Deactive.
Click Save to save the configuration.
MLM Order process module is enabled by default and this cannot be disabled. This module is configured by default in the system for additional functions of MLM orders .
Configurations for setting different EMI plans can be done under EMI settings.
Admin can configure different EMI plans using this option. Click on EMI Plans under EMI settings and all the EMI plans configured in the system will be displayed.
The following details about EMI Plans are displayed on the screen.
EMI Plans: Name of the EMI Plan.
Description: Description given for the EMI Plan.
Interest Rate: Interest rate of the plan.
Number Of Months: Number of months by which EMI payment has to be completed.
Manage: Option to view or edit and delete the plans configured is available under manage.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Click + icon in the top right corner of the page. A sliding screen to add EMI plan appears as shown below.
Enter the following details to add a new EMI plans
Name: Name of the EMI Plan which is displayed in user side.
Status: Select the status of the plan whether the plan should be enabled or disabled from the dropdown.
Interest Rate: Interest rate at which the EMI will be available. Note: Interest will be calculated in percentage.
Number of Months: Number of months in which the payment has to be completed as per the plan.
Description: Description about the EMI plan.
Click Save to add the plan.
Click Reset to clear the fields.
Click Edit/View option under manage field against the respective plan. A sliding screen as shown below appears.
Make the necessary updates and click Update to save the changes.
Click Reset to clear the fields.
Click Delete option under manage field against the respective plan. A popup screen asking the confirmation will appear as shown below.
Click Yes if you have to delete the plan.
Click Cancel to close the popup.
EMI Plans can be filtered based on plan name.
Click Filter option in the top of the page to filter the plans based on plan name.
Enter the name of the EMI Plan which needs to be filtered in the EMI Plan Name field.
Click Search and the plan satisfying the search criteria gets filtered.
Click Reset to clear the filter.
Records of purchases done by customers using EMI plans are displayed under EMI Active Records.
The following details of each order is displayed in the screen.
User: Name of the user who has done the purchase using EMI plan.
Order Number: The unique tracking ID of the order purchased.
Payment Type: Type of payment used for making EMI payment.
Next EMI Date: Next date on which the EMI amount has to be paid.
Status: Status of the purchase whether it is active or inactive. Once the total amount of EMI is paid completely, the status will become inactive.
Created Date: Date on which the order was purchased.
Balance Amount: Balance amount to be paid for the order.
Interest Rate: Interest rate of the EMI plan selected.
Pending Months: Number of months pending to pay the EMI.
Total Principle: Total amount to be paid for the order including the interest rate.
Paid Months: Number of months the EMI was paid.
Total Frequency: Time period by which the EMI payment has to be completed as per the plan selected. Currently only monthly plans are available in the system.
Store: Store form which the order was purchased.
Edit/Transactions: Options to edit/view the record and view the transactions are available under this field.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Admin can close the EMI records whose payment is completed so that the records will get removed from the view. Perform the following steps to close the record.
Select the records to be closed by ticking the checkbox against the record.
Click Close option under Action menu in the top of the screen and the record will get removed from the screen.
Click Filter option on the top of the screen to filter the transactions based on username, order number and payment type. The report can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the records.
Enter the data based on which you want to filter the data in the respective fields.
Click Search and you will get the records satisfying the search criteria displayed.
Click Reset to clear the filter.
Click Edit/View option under Edit/ Transactions of a particular record. A sliding screen to add the advance amount appears as shown below.
Enter the amount to be paid as an advance in next payment date in Advanced amount field. This amount will be paid as an advance instead of the monthly amount to be paid on the next EMI Date. Note: If the advanced amount given is less than the EMI amount, then the monthly EMI will be taken.
Click Update to add the advanced amount against the record.
Click Reset to clear the field.
Click Transactions option under Edit/ Transactions of a particular record. You will be redirected to EMI Transactions screen as shown below.
All the transactions done in each month for the particular record will be displayed in this screen. The following details of transactions will be available.
User Name: Name of the user who has done the purchase using EMI plan.
Order Number: The unique tracking ID of the order purchased.
Payment Type: Type of payment used for making EMI payment.
Created Date: Date on which the order was purchased.
Interest Rate: Interest rate of the EMI plan selected.
Amount Paid: Amount paid in the respective transaction.
Status: Status of the transaction whether it is active or inactive.
Interest Amount: Amount paid as interest.
Advance amount: Advance amount paid in the respective transaction if any.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Click Filter option on the top of the screen to filter the transactions based on username, order number and payment type. The report can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the transactions.
Enter the data based on which you want to filter the data in the respective fields.
Click Search and you will get the records satisfying the search criteria displayed.
Click Reset to clear the filter.
Filter based on time period: Select the time period from the drop down provided and the awaiting payment orders during the selected time period and its details are shown. This drop down consists of nine options: Overall, Today, Yesterday, This week, Last week, This month, Last month, This year and Last year as shown below:
Filter based on time period: Select the time period from the drop down provided and the confirmed orders during the selected time period and its details are shown. This drop down consists of nine options: Overall, Today, Yesterday, This week, Last week, This month, Last month, This year and Last year as shown below:
Filter based on time period: Select the time period from the drop down provided and the awaiting shipment orders during the selected time period and its details are shown. This drop down consists of nine options: Overall, Today, Yesterday, This week, Last week, This month, Last month, This year and Last year as shown below:
Filter based on time period: Select the time period from the drop down provided and the replacement requested orders during the selected time period and its details are shown. This drop down consists of nine options: Overall, Today, Yesterday, This week, Last week, This month, Last month, This year and Last year as shown below:
Filter based on time period: Select the time period from the drop down provided and the refund requested orders during the selected time period and its details are shown. This drop down consists of nine options: Overall, Today, Yesterday, This week, Last week, This month, Last month, This year and Last year as shown below:
Filter based on time period: Select the time period from the drop down provided and the fulfilled orders during the selected time period and its details are shown. This drop down consists of nine options: Overall, Today, Yesterday, This week, Last week, This month, Last month, This year and Last year as shown below:
Tick the checkbox against the modules or services to be enabled for the category. Note: Only the modules enabled under Commerce modules is displayed in this screen. Please refer Commerce settings section for more details.
Choose the catalogues under which the product type needs to be available from the options available in Choose Catalog field. Note: Catalogues created under Manage catalogue section is displayed in the available list. Please refer Manage Catalogue section for more details about the same.
Tick the checkbox against the attribute groups displayed in the screen to make the selected attribute groups available for the product type. On selecting the attribute groups, the attributes available in each group can be viewed under Attributes view section separately. Note: Attribute groups displayed here are those created under Manage Attributes Group page. Please refer the same for more details.
Shipping Group: Select the shipping group for the product from the available list. Note: Shipping groups created under Shipping method in commerce module will be available in this field.
Attributes added to each product depends on the category of the product. Details of each attributes is explained under Manage Attributes section. Please refer the same to get more information about the fields.
Attributes available for each product depends on the category of the product. Details of each attributes is explained under Manage Attributes section. Please refer the same to get more information about the fields.
Select "Request for Replacement" option under Actions menu to request a replacement of the product from corporate store. The product will be moved to the Requested for replacement section where admin can approve the replacement. Details of processing replacement requests by admin will be discussed under Global Product Return section. Please refer the same for more information.
Zone Area: Select the zone area under which the store comes from the dropdown. Note: All the zip zones configured in the system under manage zip zones will be displayed in the dropdown. Please refer Manage zip zones section for more details.
Shipstation Configuration: Service charges will be calculated by third party site Shipstation. On selecting this, the fields to add the details provided from Shipstation() will be displayed based on which the charges are calculated.
Voxships configuration: Service charges will be calculated by third party site Voxships. On selecting this, the fields to add the details provided from Vozship() will be displayed based on which the charges are calculated.
Taxjar Configuration: Tax will be calculated by third party site Taxjar. On selecting this, the fields to add the details provided from Taxjar() will be displayed based on which the tax is calculated.
Avalara configuration: Tax will be calculated by third party site Avalara. On selecting this, the fields to add the details provided from Avalara() will be displayed based on which the tax is calculated.
