Knowledge Base

Basics

• Access your e-commerce website by visiting: www.yourwebsiteaddress.co.uk/login
  

Adding a product

Taxonomies

1. As you would expect, product categories and tags can be applied before, or during the creation of a product.
   
2. Attributes on the other hand are a little different – they can be added per-product, or you can set global attributes up for the entire store to use (for example in layered navigation).
   

Product Types

With attributes and categories set up and stock management configured, we can begin to actually add products. When adding your product the first thing to ascertain is which type of product it will be.

1. The Simple product type covers the vast majority of any products you may sell. Simple products are shipped and have no options. For example, a can of drink.
   
2. A Grouped product is a collection of related products which can be purchased individually. For example, a PS3 could be a grouped product as there are 80GB, 120GB and 200GB variations of that same parent product.
   
3. An External or Affiliate product is one which you list and describe on your web site, but is sold elsewhere.
   
4. A Variable product is a product which has several different variations, each of which may have a different SKU, price, stock options etc. For example a tshirt available in several different colours and/or sizes.
   

1. Adding a simple product

Adding a simple product is a straight forward process and not too dissimilar from authoring a standard Blogpost. In the Products menu click Add Product; you will be presented with a familiar interface, and should immediately see where to type the product title and full description.

1. Under the main dialog box is the Product Type panel.
   
2. Here you define the product type (as outlined above) and whether it is a downloadable (digital), orvirtual (service) product.
   
3. Virtual products don’t require shipping – an order containing virtual products won’t calculate a shipping cost
   

Product data

Next is the Product Data tab set. This is where the majority of the product data is input.

General tab

SKU – stock keep unit, used to track products. Must be unique, and should be named so it does not clash with post ID’s.Price:

• Regular Price – The item’s main price.
  
• Sale Price – The item’s sale price.
  

Weight – Weight of the item.Dimensions – Length, width, and height for the item.Visibility – Can be set to:

• Catalog and search – visible everywhere
  
• Catalog – visible in catalog loops, but not search
  
• Search – visible in search results, but not in the catalog (categories/shop page)
  
• Hidden – only visible on the single product page – not in any product loops
  

Featured – Is the product featured or not?

Tax tab

• In the tax tab you define the products tax status and if you’ve set up additional tax classes, which tax class the product belongs to.
  

Inventory tab

• The inventory tab allows you to manage stock for the product individually and define whether to allow back orders.
  
• If stock management is disabled from the settings page, only the ‘stock status’ option will be visible.
  

Up-sells/cross-sells tab

• Using up-sells and cross-sells you can cross promote your products with one another.
  
• They can be added by searching for a particular product, then clicking the ‘Up-sell’ or ‘Cross-sell’ button in the search results:
  
• After adding them, they will be listed on the right side of the panel:
  

Up-sells are displayed on the product details page.

• These are products which you may wish to encourage users to upgrade to based on the product they are currently viewing.
  
• For example if the user is viewing the Nintendo DS product listing page, you may want to display the Nintendo 3DS on that same page as an up-sell.
  

Cross-sells are products which are displayed at the cart and related to the users cart contents.

• As an example if the user adds a Nintendo DS to their cart, when the arrive at the cart page you may want to suggest that they also purchase spare Styluses.
  

Attributes tab

On the attributes tab you can assign attributes to a product. You will see a select box containing any global attribute sets you may have created (E.G. platform). See Setting up atttributes for help on setting these up.

• Once you have selected an attribute from the select box, click add and you will be able to apply the terms attached to that attribute (E.G. Nintendo DS) to the product.
  
• You can choose to hide the attribute on the frontend by simply leaving the ‘Visible’ checkbox unticked.
  
• Custom attributes can be applied here too by choosing ‘Custom product attribute’ from the select box. These are added at the product level and won’t be available in the layered navigation.
  

Grouping tab

The grouping tab lets you assign your simple product to a grouped product if one exists. You can also set the sort order if you want the product to appear in a specific order when viewing the grouped product.

Excerpt

Finally you can add an excerpt which should be a short description of the product. Typically this will appear next to the product imagery on the listing page whilst the long description will appear within the Product Description tab.

Taxonomies

On the right hand side of the Add New Product panel you will see your product categories in which you can place your product, just like a standard Blogpost. You can also assign the product tags in the same manner.

Product images

You can add both a main image and a gallery of images

Adding a grouped product

A grouped product is created in much the same way as a simple product. The only difference in fact is choosing “Grouped” from the Product Type dropdown in the General tab. Upon choosing this the price several fields will disappear, this is fine, you’ll be adding these fields to the individual child products. Once you’re happy with the grouped (parent) product, publish it and come back to the Add New Product page.Now you need to add the child product which sits within the grouped product. The only information you’re required to fill in here is the following:

• Title. E.G. Playstation 3 80 GB
  
• Product Type (simple)
  
• Parent post (inside the Group tab). Choose your parent (E.G. Playstation 3) from the selectbox
  

Adding a virtual product

When adding a simple product, you can check the ‘virtual‘ box in the product type panel. This will remove un-necessary fields (such as dimensions).

Adding a downloadable product

When adding a simple product, you can check the ‘downloadable‘ box in the product type panel. This will add two new fields:

1. File path – path or url to your downloadable file.
   
2. Download limit – a limit for the number of times the customer can download the file. Left blank for unlimited downloads.
   

Adding an external product

Choose ‘External/Affiliate’ from the product type drop down. This will remove unnecessary tabs such as tax and inventory and insert a new product URL field. This is the destination at which users can purchase the product. Rather than add to cart buttons, they will see a read more button directing them to this URL.

Adding a variable product

Variable products are arguably the most complex of product types. They let you define variations of a single product where each variation may have a different SKU, price or stock level.[/toggle][toggle title=Managing orders]

Viewing orders

When you start taking orders the order management page will begin to fill up. You can view these orders by going to Commerce > Orders in the left hand admin menu.

Each order row displays useful details such as the customers address, their email, telephone number, and the order status. You can click on the orders number or the ‘view order’ button to see the single order page (this is also where you can edit the order details and update the status).The order statuses let you know how far along the order is, starting from pending and ending with complete. The following order statuses are used:

• Pending – Order received (unpaid)
  
• Failed – Payment failed or was declined (unpaid)
  
• Processing – Payment received and stock has been reduced- the order is awaiting fulfilment
  
• Completed – Order fulfilled and complete – requires not further action
  
• On-Hold – Awaiting payment – stock is reduced, but you need to confirm payment
  
• Cancelled – Cancelled by an admin or the customer – no further action required
  
• Refunded – Refunded by an admin – no further action required
  

You can filter the list of displayed orders by date, status and customer by using the form at the top of the screen:

International Shipping is based on Flat Rate Shipping which allows you define a standard rate per order, per item or per shipping class for international delivery. You will find the settings page in Shop > Settings> Shipping > International Delivery.

Configuration

• Enable/Disable – Check the box to enable International Delivery.
  
• Method Title – Give the method a title – this is what the customer will see when selecting a shipping method.
  
• Method availability – Define ‘Selected countries’ or ‘Excluding selected countries’.
  
• Tax Status – Define whether tax is applied to the shipping amount or not.
  
• Cost Added – ‘Per order’, ‘per item’ or ‘per class’.
  
• Cost, Handling and Minimum Handling – optionally enter amounts for each option.
  

Local pickup is a simple method which allows the customer to pick up their order themselves.

You can enable & configure Local pickup from Dashboard -> SHOP -> Settings -> Shipping -> Local Pickup

Priority | 5 | order
Express | 10 | order

Slow Rate | 9.95 - 0.2% | order
Mildly Fast Rate | 9.95 | order
Really Fast Rate | 9.95 + 0.2% | order