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eCommerce User Manual

1. Webz eCommerce Manual v4 3 I WEBZ conz Getting Started When you setup an online shop the very first thing you need to do is to decide what products you will make available for sale online and then prepare the images for those products Preparation for eCommerce e Photographs will often be around 3MB in size This is much too large for the internet and should be compressed using a tool such as Paint Photoshop or Smush A reasonable file size is less than 300 KB the smaller the better e Installation of Winzip or similar to produce bundles of images called zip archives in zip or gz format e Produce a list of your categories products special offers amp freighting Use this spreadsheet for convenience in uploading a large number of products o Insert your categories prepare categories for your products so that they all grouped in logical sections for your customers benefit o Insert a list of products and populate all the fields in the spreadsheet o Insert any special offers in the special offers section o Insert your freighting rules e Once the spreadsheet is complete email it to info webz co nz this is a temporary measure until functionality is available to upload it directly Images for eCommerce 1 Source some photographs of your products 2 Save the photographs to a folder on your local computer i e My Pictures Images 3 Each image needs to be named appropriately i e cushion jog Ensure that there ar
2. An email will be generated and sent notifying you of the stock level available for that product This is useful in being able to re order products before you run out Include Tax If the item should include Tax GST tick the Include Tax check box Can Order If the product should be made available for customers to order tick this check box If this is un checked the product will display as POA instead of displaying a price This allows the option to add a general product group which comes in various colours sizes prices etc The customer will not be able to purchase the item through the shopping cart but will be able to view available products and enquire further This is also great for an expensive product where a customer would not usually buy without coming into your store to try it out Visible to Public If the product should be displayed on your website tick this check box If you are gathering more detail about the product or wish to remove it from your shop display un tick the check box Brief Description Enter a brief description of the product here We suggest you enter the Category name Product name and volume of that particular product Description This is a required field The description should provide a full description of the product It should also include any search criteria you would expect customers to search the product on For example the category name product name brand etc Version 4 3 Page 7 of 9 Co
3. remain in the administration area and can be set to visible again at any time Version 4 3 Page 5 of 9 Copyright 2011 Webz Development Limited Webz eCommerce Manual AWEBZ conz Products All products available for sale on your website will need to be loaded into the products section Select the Category which the product belongs to from the drop down list If there are no categories there go to the Categories section and load up some categories Product Name Enter the product name as you want it to display on your website Sequence will be automatically generated Sequence can be reordered using the red and green arrows to move an item above or below another item Move the items using the arrows and then refresh your browser F5 to view the products in the order you have arranged them You do not need to log out and back in for the reordering to take effect Enter a corresponding Product Code that relates to your catalogue or other internal business processes Select a Picture illustrating the product from the drop down box which will need to be uploaded in the images section Product Form Category Supplements Vetpro Product Name Chromium CR3 500g picture Items Sold Sale Price Always Stocked Number In Stock Mo Stock Alert Level Include Tax Can Order Visible to Public Brief Description Description E 7 U SS gt L urm Paragraph Styles hi Version 4 3 Page 6 of
4. 9 Copyright 2011 Webz Development Limited x Webz eCommerce Manual AWEBZ conz Items Sold As sales are made the items sold field will increment to indicate how many items of that particular product have been sold This is useful for reporting purposes RRP RRP is Regular Retail Price or the price the product is usually available for sale for You may wish to enter your competitor s price here for example Where the RRP is not displayed on your website simply enter the same value in this field as in the sale price field Sale Price Enter the price for the product This is the price that the product will sold at when a customer places the product in the shopping cart Always Stocked If the product is always stocked for example if you manufacture product tick the Always Stocked check box Alternatively if you have a limited number of stock of a particular product available un tick the check box Number in Stock Where the product is not always stocked un tick the Always Stocked check box above and enter the number of products available The number available for sale will be displayed on your website Once all the products available are purchased it will display zero and render the product incapable of being added to a customers shopping cart until the number in stock is updated Stock Alert Level If you wish to be notified when a particular product is running low you can set the Stock Alert Level to something other than 0
5. Version 4 3 Copyright 2011 Webz Development Limited Page 3 of 9 x Webz eCommerce Manual AWEBZ conz eCommerce Our eCommerce module comprises the following screens Categories Products Orders Payments Special Offers Freight Shop Settings In order to make products available for sale on your website you first need to group the products by category There are a number of ways to setup your categories For example by group name i e Clothing Footwear etc or by Brand i e Adidas Nike etc or by Size i e King Size Queen Size etc We suggest that the approach you take should be determined by your customers buying behaviour For example a client who wishes to purchase a bed will usually know what size bed they want to buy Once they have selected the size the products available under that size should display The first step in setting up your website is to enter your categories The red asterisk denotes a required field Freight Set as many freighting options as you require Freight options can be set by region or type For example North Island South Island or Large Size Small Size Special Offers Special offers can be applied in any of the following groupings Most Popular New Products Discounted Products Special Categories To apply a special product to an offer from the Special Offers section click Add Offer and select the type of offer you wish to apply to the product If the of
6. atus Cancel Save Version 4 3 Confirmed Page 8 of 9 Copyright 2011 Webz Development Limited Webz eCommerce Manual AWEBZ conz The order form contains the details of the order including any comments the customer has inserted into the Comments box You can use the fields at the bottom to insert a Freight Reference and Payment Reference so that the order can be reconciled with your internal processes You can then reassign the status from confirmed to In Progress or Complete as appropriate Version 4 3 Page 9 of 9 Copyright 2011 Webz Development Limited
7. e no Spaces symbols or characters other than letters and numbers 4 Each image must be optimised for the web so that the image loads quickly see preparation for eCommerce section 5 Save each optimised image to a new folder i e My Pictures Images Shop 6 Zip up the folder Shop using a file compression tool such as Winzip This will allow you to upload multiple images at one time Alternatively images need to be loaded individually 7 Login to your website administration 8 Goto Content Management gt Files T Back AN Control Panel Dashboard Content Management Administration Plugins e Commerce i Pages Upload Zip Archive Up gS Menus E Is Default Privilege Sync Download E Fa ip i Fies 9 Click Upload Zip Archive and fill in the details in the screen below Version 4 3 Page 1 of 9 Copyright 2011 Webz Development Limited Webz eCommerce Manual EA EBZ conz Zip Archive Upload Upload Name Doo O author booo OE Make Gallery Is the Default Upload C Edit Privilege Figure 1 Zip Archive Upload Form Upload File Browse to find the file you just zipped up i e shop zip Zip Archive Upload Form Fields U Make Gallery Uncheck this box for eCommerce Is the Default Upload Leave unchecked for eCommerce Edit Privilege Leave as default aa 10 Press Upload Give it a few minutes Once the files are uploaded it will return to the following screen Upload List Upload Name Is Galler
8. fer is a discount enter the amount you wish to discount the product by and select whether the discount will be a percentage or a fixed value Press save and the special offer will be saved and will display on your specials page or specials section of your website Version 4 3 Page 4 of 9 Copyright 2011 Webz Development Limited Webz eCommerce Manual AWEBZ conz Categories Category Form Description Category Picture Parent Supplements k Display as Special Offer F Is Visible Enter the Category Name as you wish it to be displayed on your website The sequence will be auto generated Enter the Description of the category Choose the Category Picture from the drop down box after it has been uploaded in the images section If your website has a hierarchy of categories select the Parent Category from the drop down box For Example Parent Category Supplements and Category Name is the Brand of Supplements Display as Special Offer If you wish to display this category as a Special Offer tick the check box Special Offers are usually displayed on the Specials page Contact the Webz team if you would like Special Offers added to or removed from your website Is Visible Tick the check box if you wish to display this category on your website If you have set the category up but it doesn t yet have any products loaded in that category for example you can un tick the check box and press save The category will
9. pyright 2011 Webz Development Limited Webz eCommerce Manual wW NEBL conc Orders The orders screen will display all orders received via your website in a Summary format Order List OrderId LastName gt FirstName City Amount Time gt View Delete Confirmed 1001 Black Simon Wellington 1200 00 Thu 5 Mar 8 56 AM 4 1004 Washbourn Amy WELLINGTON 1000 00 Tue 10 Mar 9 37 PM a 1005 Washbourn Amy WELLINGTON 1000 00 Tue 10 Mar 9 38 PM 4 1006 Washbourn Amy WELLINGTON 100 00 Tue 10 Mar 9 40 PM 4 In Progress 1000 Washbourn Amy WELLINGTON 2000 00 Tue 23 Jun 8 11 AM a Complete 1002 Washbourn Amy WELLINGTON 300 00 Tue 23 Jun 8 12 AM 4 x 1003 Washbourn Amy WELLINGTON 1000 00 Tue 23 Jun 8 12 AM 4 x Orders which have been confirmed by your customers and therefore emailed through to your sales email address will be listed under the group Confirmed You can view any of the orders in detail by clicking on the View icon From there you can assign an In Progress or Complete Status to the order which will then be displayed as above Contact Details Name Simon Black Email simon webz co nz Phone 6421764323 Delivery Address F O Box 10 882 The Terrace Wellington 6011 New Zealand Billing Address F O Box 10 882 The Terrace Wellington 6011 Item List Quantity Description Sub Total 2 Product 1 8 89 177 78 1 Product 2 888 89 588 89 Freight 0 00 GST 133 33 TOTAL 1200 00 Order Comments Freight Ref Payment Ref St
10. y Is Default Privilege Sync Download Edit Delete Zip Archive File Uploads Content Editor g9 Categories eComim Manager g9 Shop eComm Manager g9 11 Next go to Content Management gt gt Files and click on the Shop tab A list of the files you have just uploaded will display as follows Version 4 3 Page 2 of 9 Copyright 2011 Webz Development Limited Upload List Categories Description Type File Uploads Upload Date Shop Gallery Item Remove Webz eCommerce Manual 001 jpg O02 jpg 004 jpa 007 Jpg 007a jog 007b jpg OWS Jpg 00Sa jog 010 jpg jpg Jpg jpg jpg jpg jpg jpg jpg jpg 04 Apr 2011 04 Apr 2011 04 Apr 2011 04 Apr 2011 O4 Apr 2011 04 Apr 2011 04 Apr 2011 O4 4pr 2011 04 Apr 2011 Mo Mo MHo Mo Mo Mo Mo Mo Mo x o O O O O 6 O O 12 If you did not give each image a user friendly name before uploading see step 3 above you can press edit and type in an image title at this stage i e Cushion then press Update 13 Press close and you will return to the list of files Press F5 to refresh the screen and you will see that your new title now appears alphabetically in the file list Do this for every image 14 Once your images have been renamed go to eCommerce and start entering your category and product information For more information such as adding another image to your Shop list see the Files section of our User Manual

eCommerce User Manual

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