Shop
Licensing
Settings
Product information
Products
Order processing
Sales
Adjustment in the Applications modulen
Licensing
The
Shop, like every Intrexx application, will be created based on a template. You will find the
Shop template in the
templates collection, which you can reach from the
Applications module. In order to use the application you will need to purchase a
license for it.
Settings
Open the Shop application in the browser and select the menu item
Settings.
With the setting
Show article net price, the net price of products (without tax) will be displayed in the shop. The setting
Show VAT as an amount will display the rate of value added tax as a percentage. The
Round currency to next 0.05 setting will round all prices to the next 0.05 of the respective currency. Enter the abbreviation for the currency in the
Currency field. Save your settings with
OK, then go to the
View ordering system tab.
You will define the
Number of sale items,
Number of products per page, and the
Number of product recommendations here. The setting Show product recommendations will provide customers, after they have entered a product to their shopping cart, products that other customers have purchased in addition to the first. When you are done, switch to the
Shipping costs tab.
Two types of shipping expenses can be defined here. Enter a description for the shipping charges in field
Description 1 and/or
Description 2. In
Amount 1 and/or
Amount 2, you will enter the amount of shipping charges. The settings to
Show shipping costs will activate the corresponding type of shipping charge. Enter a
Minimum order if you wish to send shipments for free above a certain amount. When activated, the setting
Show note will alert the customer of this free shipping offer when the minimum order amount is reached. Next, go to the
Additional attributes tab.
Up to seven additional attributes of a product can be entered here. For each one, enter a
Title (such as Color). In the
Addition field, multiple additional attributes can be entered. Separate multiple entries with a semicolon (such as Red;Yellow;Blue). Multiple additions will be selected later on the order page from drop-down lists. Save your settings with
OK, then click on the
Administration tab.
On this tab, a list of countries can be entered, which will be available in a drop-down lists when ordering. The forms of payment entered here will be also shown on the page where customer data is entered.
Creating product categories and product subcategories
If you have just created the
Shop application recently, you must first create product categories from the
Article information menu.
Click
Create product category. Enter the
Product category here. Select an image as icon for the product group. By clicking
OK, the product category will be saved.
Below this product category any amount of
sub-ordinate groups can be created.
Entering suppliers
Switch to the
Suppliers tab and enter suppliers for the products there.
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Whenever you see the Export link below a table, you have the ability to export the displayed data in the form of a text or Excel file.
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The
Send email to suppliers link allows you to send an email to all suppliers.
Entering article information
Switch to the
Article information tab. All products will be listed in a table with
Article number,
Name,
Price,
VAT,
Supplier, and
Minimum and maximum order quantity. Click on
Create article.
Enter products
Enter the
Article name and the
Article number here. Assign it to a
Supplier, the
Product category, and the
Product subcategory. Enter the
Price and the
VAT in %. Next, define the
Minimum and maximum order quantity for this product. The title of the product will be entered in the
Title field, which will be shown on the product pages as the article name. A short description and a description for the detail view of the product can also be entered. The
Browse button allows image files to be loaded. The
Special offer setting designates a product as a sales item. The
Article blocked setting will cause a product to not be shown on the
All products page. It will also be unreachable from the product search. The setting
Show link to large image will show the product image in link format. Clicking this link will load the large image in a popup window. The setting
Show link to details will show the link to the detailed description of the product. Clicking
Accept will save the product. Clicking
Copy will create a copy of the product, which can be further edited.
Enter additional attributes
Clicking Change will open a pop-up window in which you can select
additional attributes for the product.
Products
If you click on the
Products menu, you will find yourself on the main page of the shop. In the left area you will see the product categories. In the middle the contained products will be displayed. The view of the shopping cart and the list of the special offer products you will find in the right area.
By clicking on the shopping cart symbol, a product can be ordered.
Click on
Shopping cart. The number of items will now be shown on the
Products page.
Click on
Shopping cart here.
Update will refresh the shopping cart, such as when you have changed an amount.
Delete allows an individual product to be removed from the order. By clicking
Go to checkout, you will proceed to the next step in the order process.
Edit fields for entering customer information and methods of payment will now be shown below the shopping cart. Clicking
Send order will complete the order process.
All order data will be shown below the shopping cart and can be printed out if needed.
Order processing
The order can now be processed under the
All orders menu.
All new and processed orders will be listed here. An order can be opened and processed by clicking the magnifying glass icon.
Clicking the link
More information on customer will show all data relating to the customer.
Edit will open an additional window, where the order can be designated as having been processed.
Click on
Process to save the status of the order.
A processed order will now be shown in the lower table.
Analyze by date and
Analyze by supplier allows all orders in a specific time frame to be shown.
Enter the time frame in the edit fields at the head of the page. The
Include processed orders setting will take processed orders into account as well. The results will be shown in the table. When analyzing by suppliers, a supplier may additionally be selected. This analysis will only show the orders relating to this supplier.
Sales
Sales tab
On this tab a time frame can be defined, for which the total sales volume of all orders will be automatically calculated and displayed in the results table.
Sales by article tab
On this tab a time frame can be defined in which sales will be shown, grouped by product. A chart will show the portion of the sales corresponding to products.
Sales by customer tab
On this tab a time frame can be defined in which the sales will be shown, grouped by customer.
Sales per day tab
This tab will provide an overview of sales by date.
Adjustment in the Applications module
Open the
Shop application in the
Applications module.
Terms of service
On the
Conditions of use page, the terms of service of your business can be entered. Open the properties dialog by double-clicking on the text field, enter your terms and conditions, and then save the application to apply the changes.
Email Configuration: Order Confirmation
If you wish to send your customers an order confirmation via email, you can insert the required entry on the
Enter order page in the
Orders data group.
Open the properties dialog of the XUnit
upOrder with a double click.
Sending emails is activated by selecting the
Email checkbox. For this function to work, the
Email Service tool must first be set up. Recipient and sender data, as well as the format of the email, will be set by clicking on the
Configuration button.