The e-Commerce Menu

Overview

In this area you'll find information about all those settings or screens available from the "e-Commerce" menu on the menu bar, aka: the Slingbar.  This menu contains all the commands needed to setup and maintain your site as an e-commerce store.

NOTE: The e-Commerce menu is only visible if e-Commerce or one of the e-Commerce modules (e-Commerce Store Front, Online Donations, or Online Event Registration) is activated

NOTE!

The e-Commerce module/menu documentation is not yet complete.  However, several fully functional e-Commerce web sites are operating with the e-Commerce module.

e-Commerce Menu Guide

e-Commerce

The main menu item for e-Commerce actions also displays the number of new orders and a search box for finding orders. ...

Dashboard

This is the main display for working with an e-Commerce site giving quick access to the most needed commands and reports. ...

Orders - View Orders

This command displays a list of open orders and optionally also closed orders. ...

Orders - Create Order

This command allows an administrator to create an order on-the-fly, such as 'taking an order over the phone.' ...

Orders - Batch Process Orders

This command attempts to update an order status (shipped) to an existing order based on an imported csv file.  The format for the csv file is as follows: ...

Orders - Manage Order Status Codes

This command allows you to manage order status codes (stages of order processing). ...

Orders - Manage Order Status Email Messages

This command allows you to manage the repository of stored order status email messages. ...

Orders - Manage Order Types

This command allows you to manage order types. ...

Products - Add a Product

This command allows you to add a new product (product, event, gift card, or donation) to your e-Commerce store. ...

Products - Manage Products

This command allows you to manage existing products (product, event, gift card, or donation) in your e-Commerce store. ...

Products - Manage Product Statuses

This command allows you to manage product statuses. ...

Products - Manage Store Categories

This command allows you to manage store categories.  Each product is expected to be assigned to at least one store category.  Categories can be grouped in multi-level hierarchies. ...

Products - Manage Manufacturers

This command allows you to manage the list of manufacturers.  Not only will the manufacturer be listed with a product, but products may be searched/grouped by manufacturer. ...

Reports - View Uncategorized Products

This command allows you to view and manage products which have not been assigned a category. ...

Reports - View Improperly Categorized Products

This command allows you to view and manage products which have an improper category??? ...

Reports - View Products with Data Issues

This command allows you to view and manage products which have Unicode problems. ...

Reports - Build an Order Report

This command allows you to build orders reports to primarily export as csv files.  You do this in a multi-step process where you first determine the criteria to select which orders you want in the report, then selecting the orders you wish ot export and the csv report type.  You can currently export the following reports: ...

Reports - Build a Product Report

This command allows you to build product reports to export as csv files.  You do this in a multi-step process where you first determine the criteria to select which products you want in the report, then selecting the products you wish ot export and the csv report type.  You can currently export the following reports: ...

Store Setup - General Store Settings

This command allows you to define the basic aspects of your e-Commerce store. ...

Store Setup - Address/Geo Settings

This command allows you to refine the list of countries/states accessible in your store. ...

Store Setup - Manage GEO Up Charge Rate

This command allows you to define the additional charge/rate for different geographic areas (countries/states). ...

Store Setup - Manage Tax Classes

This command allows you to Tax Classes and Tax Zones used for calculating sales tax(es). ...

Store Setup - Manage Sales Reps

This command allows you to manage your sales representatives used to annotate various aspects of an order. ...

Store Setup - Manage Payment Options

This command allows you to manage and select various payment options for your e-Commerce store. ...

Store Setup - Manage Shipping Options

This command allows you to manage and select various shipping options available for your e-Commerce store used to calculate shipping costs. ...

Store Setup - Manage Discounts

This command allows you to manage optional discounts and their conditions (coupon codes, etc...) for your e-Commerce store.  These discounts are applied by the customer entering a selected 'code'.  The discount is applied to the entire order.  You may set the date range the discount is valid, select the shipping type required, and a minimum order amount.  The following type of discounts are available: ...

Store Setup - Import Products

This command allows you to import (or update) products into your e-Commerce store.  It requires the format used by the E-Commerce, Reports, Build a Product Report command.  The csv file format is (MUST BE) as follows: ...

Store Setup - Import External Addresses

This command allows you to import external (customer) addresses in a proprietary format. ...