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Počítače a elektronika Softvér Počítačové utility Všeobecný softvér Elastic Path Commerce Manager Client Užívateľská príručka

Order Workflow Process. Elastic Path Commerce Manager Client

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Order Workflow Process

Elastic Path Software Inc. 288 Commerce Manager Client 6.17 User Guide

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Obsah

Chapter 1: Introduction to Elastic Path Commerce

Chapter 2: Commerce Manager

What is the Commerce Manager?

Chapter 3: Getting Started

Logging on to the Commerce Manager Client

Controlling Access to File System Assets

Account Locking after Failed Login

Commerce Manager User Interface

User Access and User Roles

Chapter 4: Application Configuration

System Configuration

Setting Metadata

Refresh Strategies

Adding a Setting Value

Editing a Setting Value

Removing a Setting Value

Configuring Metadata for a Setting

Search Settings

Filtered Navigation URLs

User Management and Permissions

Controlling Access to File System Assets

Changing Your Password

Passwords and PCI Compliance

Pagination Setting

Changing the Pagination Setting

Session Idle Timeout

Chapter 5: eCommerce Configuration

Store Setup Overview

Creating a Store

Editing a Store

Deleting a Store

Customer Profile Attributes

Tax Exemption Profile Attributes

Creating a Customer Profile Attribute

Editing a Customer Profile Attribute

Deleting a Customer Profile Attribute

Customer Segments

Creating a Customer Segment

Editing a Customer Segment

Deleting a Customer Segment

Payment Gateways

Creating a Payment Gateway

Editing a Payment Gateway

Deleting a Payment Gateway

Setting a Payment Gateway Certificate

Shipping Regions and Service Levels

Shipping Regions

Shipping Service Levels

Tax Configuration

Inclusive and Exclusive Tax Calculations

Calculating Multiple Taxes

Tax Jurisdictions

Creating a Warehouse

Editing a Warehouse

Deleting a Warehouse

Chapter 6: Catalog Management

Catalogs and Virtual Catalogs

Virtual Catalogs

Creating, Editing, and Deleting a Catalog

Creating, Editing, and Deleting a Virtual Catalog

Importing Categories and Products

Global Attributes

Browsing Categories and Products

Creating a Category

Creating a Sub-Category

Adding a Linked Category

Deleting a Category

Organizing Categories

Featured Products

Browsing for and Viewing a Product

Single and Multi-SKU Products

Using Catalog Search

Creating (Adding) a Product

Creating a Multi-SKU Product

Creating a Recurring Charge Product

Creating a Configurable Product

Editing a Product

Deleting a Product

Product Bundles

Including or Excluding a Product in a Virtual Catalog

Gift Certificates

Chapter 7: Price List Manager

Price List Manager

Price List Manager and the Product Pricing Tab

Change Sets and Price Lists

Viewing a Price List

Creating a Price List

Adding Products/SKUs to a Price List

Editing Prices in a Price List

Deleting a Price from a Price List

Deleting a Price List

Importing a Price List

Exporting a Price List

Price List Assignments

Price List Stack

Creating a Price List Assignment

Modifying a Price List Assignment

Deleting a Price List Assignment

Searching for a Price List Assignment

Chapter 8: Customer Service

Order Workflow Process

Searching for an Order

Viewing and Editing an Order

Call Center Functionality

Creating an Order

Order Lock Indicator

Unlock Orders Privilege and Special Situations

Unlocking an Order

Splitting a Shipment

Returns, Exchanges and Refunds

Shippable Good Returns and Exchanges Workflow

Searching for a Return or Exchange Order

Digital Asset Return

Creating a Refund

Disabling a Customer account

Searching for a Customer account

Editing a Customer account

Resetting a Customer’s Password

Managing a Customer’s Segment Groups

Chapter 9: Marketing Activities

Catalog Promotions

Shopping Cart Promotions

Promotion Rules

Shopper Segment

Activation Rules

Promotions Best Practices and Tips

Searching for a Promotion

Creating a Shopping Cart Promotion

Creating a Catalog Promotion

Editing a Promotion

Importing Coupon Codes

Enabling and Disabling Coupon Codes

Dynamic Content

Concepts and Workflow

Working with Dynamic Content

Creating Dynamic Content

Editing Dynamic Content

Deleting Dynamic Content

Creating Dynamic Content Delivery

Editing Dynamic Content Delivery

Deleting Dynamic Content Delivery

Saved Conditions

Registering Content Spaces

Editing Content Spaces

Deleting Content Spaces

Chapter 10: Shipping/Receiving

Shipment Workflow Process

Receiving Inventory

Importing Inventory

Creating a Warehouse Import Job

Executing a Warehouse Import Job

Completing a Shipment

Switching Warehouses

Retrieving SKU Inventory Numbers

Chapter 11: Change Sets

Change Set Workflow

User Permissions

Supported Change Set Objects

Object Dependencies

Enabling Change Sets

Creating a Change Set

Viewing a Change Set

Adding Objects to a Change Set

Adding a New Object to a Change Set

Adding an Existing Object to a Change Set

Deleting Objects Using a Change Set

Editing Change Sets

Deleting a Change Set

Moving Objects to another Change Set

Checking for Conflicts

Locking a Change Set

Unlocking a Change Set

Finalizing a Change Set

File System Assets and Change Sets

Chapter 12: Reporting

Customer Registration Report

Gift Certificate Details Report

Gift Certificate Summary Report

Low Stock Report

Order Details Report

Order Summary Report

Orders Awaiting Stock Allocation Report

Returns and Exchanges Report

Shopping Cart Promotion Details Report

Shopping Cart Promotion Usage Report

Appendix A: Workflow Diagrams

Order Workflow Process

Shipment Workflow Process

Returns and Exchanges Workflow Process

Appendix B: Keyboard Shortcuts

Appendix C: State Tables

Automatic Order Unlocking

Inventory Auditing

Order Confirmation E-mail

Product Availability Rules

Product Display Page Messages

Returns and Exchanges

Appendix D: Query Language

Case Sensitivity

Data Types and Supported Operators

Supported Fields

Localized Fields and Attributes

Combining Expressions

Limiting the Result Set Size

Specifying the First Match

Appendix E: Promotion Shopper Segment Conditions and Rules

Shopper Segment

Browse Behavior

Customer Profile

Catalog Promotions

Shopping Cart Promotions

Catalog Promotions

Shopping Cart Promotions

Appendix F: Permissions

Catalog Management

Customer Service

Manage Product Pricing

Query Management

Shipping/Receiving

Store Marketing

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