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Commerce Manager User Manual

1. Pa Ne iii _ Warehouse Pick lt Packercreates gt N picklist N Se Pick Pack In Progress PP No yE po BOSS e A E ae No _Warehouse Pick Packer _ Yes _ Credit Card N LL completes picking amp gt gt lt __ Authorizationis gt E packing A successful 7 N q SS SR Figure 5 Shipment Workflow Process Receiving Inventory When shipments of existing products arrive warehouse staff may update the system to reflect the new inventory Receiving inventory is a feature of the Commerce Manager that allows authorized users to increase the stock of existing products 1 Click on the Receive Inventory button ALCS Commerce Manager User Manual 80 File Shipping Receiving Preferences Activity Help Warehouse Warehouse US RMA Picking Inventory Search Terms fat least 1 required 2 Fill in the incoming inventory row by row in the screen below then click Save Note When you enter the SKU Code value for a row and click Enter or mouse out of the field the Product Name and SKU Options values will be automatically filled in If they are not and a red X is displayed as in the screenshot below this indicates that the SKU code you entered is not valid Receive Inventory Receive Inventory SEU Code Quantity Product Mame SEU Options 300001 A e P r J y 4 MIMI IMA AMAIA E ha o te F w e MeN
2. 4 seia 2 Shipping Regions x Customer Profiles 22 Profile Attributes Shipping Region Name Canada a Payment Gateways z Great Britain UR ga Payment Gateways USA ALCS Commerce Manager User Manual 18 3 Fill in and select the appropriate fields ee Region Hames North America Available Countries Sub Countries Selected Countries Sub Countries To select multiple countries or subcountries at the same time hold CTRL and Canada British Columbia canada British Columbia left click your choices Canada Manitoba Canada New Brunswick Canada Newfoundland amp Labra If your selections are listed Canada Northwest Territories consecutively one after Canada Nova Scotia the other then hold SHIFT Canada Nunavut and left click the last Canada Ontario country subcountry in that Canada Prince Edward Isl list Canada Quebec Canada Saskatchewan Canada Yukon A Add countries sub countries Region Name Horth America Available Countries Sub Countries Selected Countries Sub Countries Canada Alberta Canada British Columbia Canada Manitoba Canada Mew Brunswick Canada NewFoundland amp Labrador Canada Northwest Territories Canada Nova Scotia Canada Nunavut Canada Ontario United States Ohio United States Oklahoma United States Oregon United States Pennsylvania United States Rhode Island United St
3. lt require a manual gt SS review pa 7 No E A pe gt ae A Yes Y Y No Awaiting LC Is the order for an Has the exchange Exchange exchange gt N been completed ERE gt N PS Com pie tion A No o Yes Partially Shipped Figure 2 Order Workflow Process Searching for an Order 1 Fill in and select as many filters as desired then click Search ALCS Commerce Manager User Manual 61 Customer Service Search el 3 Orders Customers Search Terms optional sl Order Number Customer ID Email User ID First Hame Ww cs Viewing Editing an Order 1 After conducting a search and opening the Order Search Results tab double click the order you wish to view 2 Assuming you have the appropriate privileges you will be able to edit the order after bringing it up for viewing 3 Please note the tabs at the bottom of the screen Clicking on these will open up the corresponding page allowing you to view and edit according to your needs summary Details Payments Returns and Exchanges Motes Depending on the state of the order and your privileges you may edit an order s details as required Order Information and Functions Summary Cancel the order place the order on hold remove the order hold edit the customer profile edit the customer s address Details Modify contents of the order if shipment has not been released yet edit shipping address es
4. On Preorder Expected shipment date 12th March 2008 Table 11 Order Confirmation E mail Content Order History Inventory Status at time of SKU Line item Availability Message Sample SKU Line item Availability receipt creation if shipment has shipped Message if shipment has not shipped Unallocated Always None Usually ships in 1 2 days Available Allocated None Usually ships in 1 2 days Awaiting Allocation Back None On Backorder Expected shipment date 12th Order March 2008 Awaiting Allocation Pre None On Preorder Expected shipment date 12th Order March 2008 Table 12 Order History Content Order Receipt Inventory Status at time of receipt creation Sample SKU Line item Availability Message Unallocated Always Available Allocated Awaiting Allocation Back Order Awaiting Allocation Pre Order Table 13 Order Receipt Details ALCS Commerce Manager User Manual Usually ships in 1 2 days Usually ships in 1 2 days On Backorder Expected shipment date 12th March 2008 On Preorder Expected shipment date 12th March 2008 107 Product Availability Rules Original Rule Always in Stock Can Be Changed To Available only if in Stock Available on Pre Order Available on Back Order Available on Pre Order Available only if in Stock Available on Back Order Available on Back Order Available only if in Stock Available on Pre Order Table 14 Product Availability Details Product Displ
5. State Province city and then finally zip postal code Creating a Tax Code 1 Open the Tax Codes tab by clicking on the appropriate link ALCS Commerce Manager User Manual 24 File Configuration Preferences Activity Help Configuration o Customer Profiles 2 Profile Attributes Payment Gateways aga Payment Gateways Shipping Shipping Regions Stores View Stores akes _ Tax Codes i Tax Jurisdictions gt Manage Tax Values 2 Click the Create Tax Code button 3 Fill in the Tax Code value and click Save Editing a Tax Code 1 Select the tax code you want to edit 2 Click the Edit Tax Code button 3 Modify the Tax Code value as desired then click Save Deleting a Tax Code 1 Select the tax code you want deleted 2 Click the Delete Tax Code button 3 Click OK in the dialog that comes up to delete the tax code Tax Jurisdictions Creating a Tax Jurisdiction 1 Open the Tax Jurisdictions tab by clicking on the appropriate link ALCS Commerce Manager User Manual 20 File Configuration Preferences Activity Help HPS S eal gS Ew A Configuration i l Customer Profiles p Profile Attributes Payment Gateways ga Payment Gateways Shipping Shipping Regions Stores view Stores akes fey Tax Codes fo Tax Jurisdictions 5 Manage Tax Values 2 Click the Create Tax Jurisdiction button px i Sr g i iy tax Jurisdictions HE UN
6. i Cancel Completing a Shipment After the contents of an order have been picked and packed and the package has shipped shipping personnel must complete the shipment in the Commerce Manager Retailers will not receive payment for the transaction until the shipment has been completed unless the store has been configured for collection of payment at the time of purchase Here are the steps ALCS Commerce Manager User Manual 81 1 Click on the Complete Shipment icon see below File Shipping Receiving Preferences Activity Help ra GA a gt a 3 y Warehouse Warehouse_U5 2 Enter the Shipment ID of the order you want to complete then click Validate 3 Ifitis a valid shipment ID then you will be allowed to Complete the order Switching Warehouses 1 Click on the Switch Warehouse icon see below and select the warehouse you want to switch to 35 28 i a s G 111112121222 a Warehouse US 5 Warehouse Warehouse US RMA Picking Inventory Search Terms fat least 1 required RI RMA Humber Returns Exchanges and Refunds CSRs and warehouse staff may perform and accept returns respectively Returns and exchanges maximize user satisfaction and increase buyer confidence and sales Only authorized CSRs can create a return or exchange The system automatically creates a unique code called the Return Merchandise Authorization RMA code for all such transactions Typically the R
7. note book the retailer can help customers using any of the latter search terms find these products more quickly This feature can help reduce customer frustration and drop off rates as well as potentially increase shopping cart size and conversion rates Synonym groups can be defined in the Synonym Groups tab when editing a catalog see screenshot below Each synonym group must have a concept term e g laptop and one or more synonyms e g notebook note book portable computer ALCS Commerce Manager User Manual 43 GG 5nap Tt Up Catalog 23 Synonym Groups Concept Term Synonyms laptop lap top notebook note book F Add Synonym Group i e Edit Synonym Group Remove Synonym Group Language English E A i v Summary Attributes Category Types Product Types SKU Options Brands Synonym Groups Creating Editing and Deleting a Virtual Catalog File Catalog Management Preferences Activity Help Sia 113690 dEl O Delete Virtual Accessories Service Plan i a Snap It Up Catalog View and Edit Virtual Catalog ALCS Commerce Manager User Manual 44 The virtual catalog creation and edit dialogs resemble the screenshot seen below Create Virtual Catalog Create Virtual Catalog Catalog Code vcaToil Catalog Name My virtual Catalog Default Language Engish Default Currency CAD
8. 13 14 15 PH lo 19 40 1 2 ao 26 et 240 29 O OC JJ A A amp a M Today is Sunday the 4th ao Report Type required Report Type Customer Registration Parameters store SMAP it UP v From Date DO To Date 11 4 07 12 15 AM Dz Fj Include Anonymous Registrations Registration Report for Nov 2 2007 11 30 AM I Nov 2007 Nov 02 2007 Registration Date Nov 2 2007 5 33 PM Nov 2 2007 2 46 PM Nov 2 2007 2 43 PM Nov 2 2007 2 36 PM Nov 2 2007 1 58 PM Nov 03 2007 Registration Date Nov 3 2007 3 48 PM Nov 3 2007 2 46 PM Custom 100107 100105 100104 100103 100101 Custom 100113 100110 5 If you wish to export the report as a CSV Microsoft Excel or PDF file you can do so by clicking on any of the corresponding buttons for the formats ALCS Commerce Manager User Manual 92 Parameters store SWAF it UFP e From Date LEJ To Date 11 4 07 12 15 AM jaz di Include Anonymous Registrations ES HA e Run Report s de a Low Stock This report is used to determine which products to restock If a certain products stock is less than its reorder minimum amount then it will be included in this report The user must specify which warehouse the report is for A brand may also be specified for further filtering this is useful when a warehouse has to submit an order proposal to a supplier lf a user has a speci
9. Create Shopping Cart Promotion Create Shopping Cart Promotion Step 2 of 3 Define the promotion rules For visitors with all F of these eligibilities 7 eS Everyone if En j of these conditions are true F a Al least hal ME z items are in the shopping cart excluding They get Get 10 J Se off 1 items excluding 42 6 On the final screen of the wizard you may set the coupon code for the new promotion by clicking on the Multi Use Coupon Codes radio button then providing the code as shown below ALCS Commerce Manager User Manual 73 E Create Shopping Cart Promotion Create Shopping Cart Promotion Step 3 of 3 Provide coupon details optional No Coupon Codes Multi Use Coupon Code Coupon Code 1234567 If you leave the No Coupon Codes radio button selected the promotion will apply to all eligible shoppers 7 Click Finish to complete the creation of your new promotion Create a Catalog Promotion 8 Click on the Create Catalog Promotion icon in the application toolbar File Store Marketing Preferences Activity Help BRSi Ba QOH gt Promotions 9 Shipping Service Levels Filters Promotion State active O M Promotion Type All Promotions Catalog dl 3 1 pp T Pol l paaa 9 Set the fields for the first screen in the Create Catalog Wizard then click Next ALCS Commerce Manager User Manual 14 MK Create Catalog Promotio
10. 4 Select which Catalog and Warehouse the store will use and click Next ALCS Commerce Manager User Manual 22 Create Store Wizard Create Store Step 201 5 Select the catalog and warehouse used by the store Store Catalog Store Warehouse a 3 Snap It Up Catalog US Warehouse O al 2354235 O Canadian warehouse Note The Catalog setting cannot be changed once the store is created Select the Tax Jurisdiction s and Tax Codes that apply to your store by left clicking on the boxes next to the entries Click Next 6 Fill in the fields as described below then click Next Payment Gateway For each payment gateway you want to use with the store select the corresponding item in the drop down menu A list of cards supported by the selected payment gateways will be displayed in the Supported Card Types table Check the entries you wish your store to support Paypal Express To enable Paypal Express for your store select Paypal Express from the dropdown box otherwise select Not In Use Google Checkout To enable Google Checkout for your store select Google Checkout from the dropdown box otherwise select Not In Use Gift Certificates To enable Gift Certificates for your store select Gift Certificate from the dropdown box otherwise select Not In Use 7 Fill in the fields as described below Customer Account Sharing Select the stores whose customers you want allowed to login with their existing accounts to the o
11. Enabled Enabled Disabled Enabled 108 Returns and Exchanges Action Physical Action on return creation Return Refund Yes None Refund No CSR can refund via original payment method or new CC Exchange Yes None Exchange No New exchange order is created Table 16 Returns and Exchanges ALCS Commerce Manager User Manual Action on return of ALL SKUs in RMA CSR is notified that refund can be given None CSR is notified that new exchange order can be created None 109
12. e Files All other files Product SKUs This section is used to define the various offerings of a multi SKU product Please see the section on Multi SKU products for clarification ALCS Commerce Manager User Manual 50 Search Engine Optimization SEO SEO is the process of increasing the quantity and quality of traffic to a website from search engines without having to pay for advertising Not only does a search engine optimized website appear higher on the lists of search results but it will also be returned by a wider variety of searches The benefits are increased site traffic cost savings from not having to purchase as much advertising more customers and higher revenue The configurations in this section are critical to an excellent SEO implementation so it is beneficial to spend the resources to produce descriptive input data Product Attributes Attributes specific to the Product Type that the Product belongs to will be displayed here An attribute is any descriptive feature of the product that factors into a customer s purchase decision Attribute values are defined at this screen ALCS Commerce Manager User Manual 51 Merchandising Merchandising refers to the practice of displaying related items on product pages The store s administrators must define what a related product means and specify the nature of the association here See the Merchandising Associations section for more information Gift Certificates
13. Catalog Search A a alau 111643910 E Snap It Up Catalog E Camcorders Digital Cameras El Fim Cameras 3 Search for and select the category you want linked to the virtual catalog Click OK Select a Category Select a Category Enter your search criteria then select a category From the list of search results Search Results Results 1 1 of 1 Category Hame exo NS Category Code Category Mame Film Cameras Film Cameras Category Code Filters Catalog ALL We A Search Including Excluding a Product in a Virtual Catalog ALCS Commerce Manager User Manual Parent Category 96 1 Select the item you wish to include exclude 2 Click the appropriate button ae Product Listing X gt 3 Delete Product Product Code Product Mame English Product Type Brand Default Category q EOS 300 SLR c Film Cameras anula dais o 10040224 3000 Z anon EOS 3 0 Oy SLR c ra Film Cameras c a n o g SLF camera O Product Listing 3 a Delete Product Product Code Product Name English Product Type Brand Default Category 1004s canon EUS SOOTY SLR c n Film Cameras canon SLR camera _ 10040224 87 Canon EGS 3000Y SLR c Film Cameras Canon SLR camera 10040225 Canon EOS Rebel Ti SLE Film Cameras Canon SLR camera la as o Meebo Heb TA Prl A Tia Las A cate ee Note Only one of the two buttons will be active for a given p
14. Categories Categories are used to organize catalogs They are synonymous to folders in Windows and Linux Note New categories show up in the storefront immediately with the exception of top level categories Top level categories will not be visible until the server is restarted this design decision was made to optimize the site for performance Browsing Catalogs and Products 1 Open the Catalog Browse tab it is open by default 2 To the left of each category is a box with either a or a in it Clicking on a will expand the sub categories present while clicking on the will hide the sub categories 3 To view the products in a category double click on its entry in the Catalog Browse tab The products will be displayed to the right in the Product Listing tab Creating a Category 1 Select the catalog entry in the Catalog Browse tab Catalog Browse Catalog Search gt a E ami Snap It Up Catalog e Camcorders Digital Cameras E Film Cameras ALCS Commerce Manager User Manual 45 2 Click on the Create Category button Catalog Browse 5 Catalog Search m E Snap It Up Catalog H Camcorders Digital Cameras isl Film Cameras Point amp Shook Zoom camera o Point amp Shook camera Single use camera SLA camera o Waterproof camera Co Waterproof single use camera aj Optics Pp Accessories o Service Plan 3 Fill in the fields as detailed below Category C
15. Gift certificates have proven to be a profitable sales vehicle It essentially allows customers to pay for credit now which the recipient of the gift certificate can later redeem to pay for products either in full or partially Any unused credits will be carried forward to that customer s next purchase Gift certificates are not configured in the product catalog by administrators like other products Rather a lot of the details e g recipient name the amount the gift certificate can be redeemed for etc are defined by users before they complete their purchase of the gift certificates Gift certificates are delivered via e mail and cannot be shipped No shipping information will be requested from the buyer if his order consists solely of gift certificates Multiple gift certificates may be used on the same order CSRs have the ability to resend gift certificates This capability is useful for situations when customers accidentally delete the e mail containing the code or when their e mail provider rejects the incoming mail In the case of the latter scenario the CSR may have the gift certificate resent to a different e mail address Gift certificates do not expire and are tax exempt Tiered Volume Pricing Tiered pricing allows you to establish volume discounts for a product This is particularly useful in a wholesale or e procurement B2B situation although it is useful in virtually any situation that involves the promotion of lar
16. Note Once the catalog is created items cannot be removed from the Selected Languages and Selected Currencies fields to prevent languages and currencies that are in use from being removed Additional languages and currencies however can be selected after the catalog is created ALCS Commerce Manager User Manual 42 When editing a catalog you will see a screen similar to the one below Click on the tabs at the bottom to view and modify the attributes within each group Snap It Up Catalog summary Catalog Code SMAFITUF amame Arribes Default Language English Default Currency USO Available Languages Selected Languages Albanian Al Albanian Albania Arabic mi English Arabic Algeria French Arabic Bahrain Arabic Egypt B Arabic Iraq Arabic Jordan Arabic Kuwait e Avallable Currencies Selected Currencies AED A AUD ALL T USD BAM BGN BRL a Summary Attributes Category Types Product Types SEL Options Brands Synonym Groups Synonym Groups Synonym groups enable the return of more relevant search results to customers These results are achieved by leveraging synonyms e g laptop and notebook to increase the accuracy of the search For example an electronics retailer sells laptops in its online store The products names and descriptions will include laptop as part of the data By defining a synonym group for laptop that includes lap top notebook and
17. S keyboard shortcut Fie Customer Service Preferences Resetting a Customer s Password 1 Search for the customer you want to reset the password for then double click on their entry in the Customer Search Results tab 2 Click the Reset Customer Password buiton in the top right hand corner of the tab A Test Test El Customer Profile Reset Customer Password Basic Reaistration 3 The system will then ask you for confirmation before it resets the customer s password Click OK Customer Password Reset Confirm a Are you sure you want to reset the password For this customer A 4 An e mail containing the new system generated password will then be sent to the customer Store Marketing Activity The Store Marketing Activity enables e commerce store managers to configure store related aspects of the Commerce Manager including promotions and shipping service levels Tae Help A Customer Service AltH ShiFt E la Catalog Management 4lt Shift h 2 Configuration Alt ShiFt H Reporting Alt ShiFt P CA Shipping Receiving Alt ShiFt R gt Store Marketing Alt Shift 5 Promotions Promotions are a marketing tool used to boost sales of certain products Specific products and categories of ALCS Commerce Manager User Manual 69 products can be made more attractive either individually or in larger batches through incentives and lowered pricing these can be offered through promotions Promot
18. a new store in the Commerce Manager These are all described below Configure shipping regions and options Set users and permissions Configure catalog attributes data types and brands Set taxes Create a catalog Import or create products P OT E DN Loading Existing Data If you have existing customer or product catalog data you may import them into the system The data must be in Comma Separated Value CSV format which you can create from an Excel spreadsheet or using your favorite text editor Alternatively you may enter your product catalog data manually This is recommended only if there is a small amount of data to be entered It is common for store administrators to import basic product catalog data via the import manager tool and then manually enrich this data e g adding merchandising relationships Note There is a time delay between when a record customer order category product or SKU is created and when it appears in search results This delay occurs because new records are indexed only at scheduled intervals which is configured during the initial store setup by the administrator This process can be expedited by restarting the server which causes the new records to be indexed immediately Concepts and Tasks Configuration Activity The following tasks can be performed only after switching to the Configuration Activity which is where profile attributes payment gateways shipping regions stores taxes
19. if shipment has not been released yet cancel the shipment create return create exchange and viewing the products in the order View payment history and summary Returns and Exchanges View and manage returns and exchanges if any View order notes in detail Table 3 Order Attribute Tab Descriptions 5 Save your changes by clicking the Save button in the application toolbar or with the Ctrl S keyboard shortcut ALCS Commerce Manager User Manual 62 Fie Customer Service Preferences HE S Baio Order Auditing Every order made in the store is tracked throughout its lifespan This type of fulfillment auditing includes returns exchanges and refunds and is automatic and tamper proof Events are recorded regardless of who initiated the action or how it occurred Everything from order creation in the store to a CSR s modifications are tracked CSRs may add comments to orders which will also be included in the auditing Any user with the appropriate authorization may view the entire audit history of an order The system will provide a reverse chronological display of events detailing the date time event creator and event action This allows CSRs to quickly scan the entire history of an order Call Center Functionality An authorized CSR may create orders for both new and existing customers This functionality may be accessed at both the View existing customers and View existing order screens If the order is fo
20. in structuring a virtual catalog s categorical hierarchy However the products in a virtual category must already exist in a regular catalog Virtual catalogs can inherit any subset of a regular catalog this can range from all of the products and categories to a single product Please note that virtual catalogs are merely borrowing the products from the regular catalogs you are not allowed to modify the actual product data other than its price in a virtual catalog Instead you must modify the product s details from its regular catalog This also means that should some change be made to a product in a regular catalog then any virtual catalogs that inherited that product will also reflect that change By default product prices in a virtual catalog match those defined in the regular catalog where the product was created This can be changed by selectively overriding virtual catalog prices on a product by product basis Whether a virtual catalog is required or not depends on the requirements of your store s Typically virtual catalogs may be required in the following cases 1 To support secondary or tertiary stores that sell a subset of the main store s catalog For example a company may operate a general purpose electronics store www electronics com as well as two niche stores www digitalcameras com and www camcorders com The two niche stores only sell a subset of the products sold in www electronics com and may each have different pr
21. or pre order SKUs Stock upload with affected back order or pre order SKUs Description A new order Is created in the store the CM or via a Web Service A shipment is edited in the CM A shipment is edited in the CM A shipment is edited in the CM An order is canceled in the store the CM or via a Web Service Stock is adjusted in the CM warehouse Stock is uploaded received in the CM warehouse Stock is uploaded received in the CM warehouse ALCS Commerce Manager User Manual System will automatically unlock each order Action Allocated quantity is increased Allocated quantity may be reduced or increased accordingly Allocated quantity is decreased Allocated quantity is increased Allocated quantity is decreased On Hand quantity may be reduced or increased On hand quantity is increased Allocated quantity is increased On hand quantity is increased 106 Shipment is completed shipped Shipment is completed in CM On Hand quantity is decreased warehouse or via a Web Service Allocated quantity is decreased Table 10 Inventory Audit Events Order Confirmation E mail Inventory Status at time of receipt creation Sample SKU Line item availability message Unallocated Always Available Allocated Awaiting Allocation Back Order Awaiting Allocation Pre Order Usually ships in 1 2 days Usually ships in 1 2 days On Backorder Expected shipment date 12th March 2008
22. service levels are the delivery services that are available in a given shipping region e g Ground Shipping Overnight Shipping etc A customer s shipping cost depends on the shipping region they reside in and which shipping level they choose A shipping region should use a single set of shipping service levels and costs Please note the following tips and caveats e Shipping Regions must be configured before the store s checkout process can work e If your shipping service levels and shipping costs are identical for all locations then you can simply create one shipping region You only need to create multiple shipping regions when you use non global service levels i e they are available only in some parts of the world or when the shipping cost calculations vary between regions ALCS Commerce Manager User Manual 17 Creating a Shipping Region 1 Open the Shipping Regions tab by clicking on the appropriate link je Edit Administration Perspective Help Ed 63 5580 amp amp lal 4 administration i J Shipping Regions z m romer Pairs Create EEREN Region fl Edit Shipp 2 Profile Attributes Shipping Region Name wl Canada v Payment Gateways SO Great Britain UK Payment Gateways U USA Shipping Shipping Regions Stores 2 Click the Create Shipping Region button ommerce Manager ile Edit Administration Perspective Help 210 BS S see amp 8 a
23. shipped immediately while preordered or and backordered items can be delivered at a later date Customers cannot split shipments themselves Only CSRs and other authorized personnel may perform this action for them so customers must call in to request this feature 1 Double click the order whose shipment you want to split ALCS Commerce Manager User Manual 65 2 Open the Details tab Homer Simpson ads asd AL wdr US E Edit Shipping Shipping Method UFS Ground yt Shipment Summary Shipment Stal tem Sub Total Usb 1258 00 Status Owe Shipping Cost USD 5 80 Summary 6 etails Payments Returns and Exchanges Notes 3 Select the components you wish to split from the original order and ship to a different address then click Move ltem 10058 23 E Order Details Shipment 10058 1 to Homer Simpson Awaiting Inventory Items Inventory Status SKU Code Product Name SKU Option List Price Ey Invoice Price o DOCR AC90E Sony Handycam DC Waiting For alloca SC DiC164 Samsung SC C i64 i 559 00 e Remove Item J 1 Open Product 4 Inthe new dialog select the address the new split shipment should be delivered to and which shipment method should be used If the address you want to input is not in the dropdown box do not worry this can be configured in the next step Click O
24. Create Tax Jurisdictionp g Edit Tax Jurisdiction gf Delete Tax Jurisdiction Jurisdiction Country Tax Calculation Method Fa 5 3 GD Canada Exclusive 1 United States Exclusive ras Britain fb lke Tmel wia ALCS Commerce Manager User Manual 26 3 Fill in the fields and add taxes as described below Create Tax Jurisdiction Create Tax Jurisdiction a Jurisdiction Count ye inal Tax Calculation method Exclusive Configure Taxes Tax Name Address Field O Save Cancel e Jurisdiction Country Which country this tax is for e Tax Calculation Method o Select Inclusive if the prices in this jurisdiction include taxes e g in the European Union o If the prices in the jurisdiction exclude taxes e g in the U S or Canada then select Exclusive e Configure Taxes Specify which taxes apply to this jurisdiction At the Tax Creation screen you must specify its name and whether it applies to the entire country a subcountry or an even smaller jurisdiction 4 Click Save Editing a Tax Jurisdiction 1 Select the tax jurisdiction you want to edit 2 Click the Edit Tax Jurisdiction button 3 Make your modifications then click Save Deleting a Tax Jurisdiction 1 Select the tax jurisdiction you want to delete 2 Click the Delete Tax Jurisdiction button 3 Click OK in the dialog that comes up to delete the tax jurisdiction ALCS Commerce Manager User Manual 27 Tax Values Creating a Tax Value 1 Open th
25. IDE srssicn assshcinaoni cadrcsctcinaontasiasaicancaouseensacnecanedou sack auanes encase meacnce cn nousacienenenanosovsasamaareuaaa mama oomeaeumanea 107 PrOGUCtUA Y abla riCy RUNES ra A 108 Produce Display ace MESS a nd eos i 108 REUNEN o 109 ALCS Commerce Manager User Manual 6 Introduction to the Commerce Manager What is the Commerce Manager The Commerce Manager CM is a desktop application that enables authorized personnel to efficiently administer all aspects of online stores as part of the AquaLogic Commerce Services product This document will help maximize your proficiency with the Commerce Manager and its features What s New Users of previous versions of the Commerce Manager will find many new and exciting features in this latest release including Full featured desktop based Commerce Manager application Multi store management Gift certificates Pre orders and backorders Shipping receiving Role based security Order auditing New secure payment options New reports Synonym groups and much more System Requirements Windows XP SP2 or Vista Minimum 1 Ghz Intel or AMD CPU Minimum of 256 MB RAM Minimum 1024x768 screen resolution Java Runtime Environment 1 5 x ALCS Commerce Manager User Manual Getting Started Signing Into the Commerce Manager Start the Commerce Manager Client 2 You should see a login screen 3 Enter your account details and the URL of the CM Server Please ask your store a
26. K ALCS Commerce Manager User Manual 66 Move Item Move Item Quantity to Move 6 Create new Shipment Address ads za AL war Shipment Method TEEI pi ba e D Ces 5 There will now be a separate Shipping Information section for each split shipment you create You may edit the shipping address of any of the split shipments as desired allowing you to add new delivery addresses Shipping Information Shipping Address Shipping Method UPS Next Day Air zal Customers Customers must register before their purchases can be completed even if the registration is anonymous i e their personal information is not added to the retailer s customer data meaning they will have to reenter the information for their next purchase Registered accounts are stored in the system and may be accessed and modified by authorized users One of the customer attributes users may modify is Customer Status It can be set to one of the following e Active The customer will be able to login to the store and purchase products e Disabled The customer will not be able to login to the store purchase products Disabling a customer Customer accounts cannot be deleted from the system This is to ensure complete audits and informational integrity e g a customer s orders cannot be orphaned Disabling a customer is from the shopper s perspective equivalent to deleting their account from
27. MA number is recorded on the physical return to assist warehouse employees in matching the receipt of the return to the correct customer account For each SKU being returned the CSR must provide the following details e Quantity being returned The number of items being returned e Reason for return Users may select from a list of both system defined and custom reasons e g Damaged Defective Unwanted Gift Wrong Size e Comments CSR comments about the return item e g Customer no longer has the original packaging The CSR must also specify whether the returned products are physical goods or not Depending on whether the customer wants a refund or an exchange the CSR has additional steps to execute e Refund The CSR must enter a refund amount to be credited to the customer The system will suggest a figure based on the purchase price the promotions at the time of order and taxes e Exchange The CSR must select a SKU to exchange the incoming product for By default the system will suggest the same SKU as the one being returned ALCS Commerce Manager User Manual 82 Refunds must be credited to the purchase medium used in the original purchase In special situations CSRs may issue a refund to another payment source For example if the buyer used a now expired credit card for the purchase a CSR may issue the refund to another credit card Please see the workflow diagram below for more information Returns and Exchanges Workf
28. P _CELL PHONE T Cell Phone Number Short Text 4 Make the desired changes to the attribute name then click Save ALCS Commerce Manager User Manual 32 Edit Attribute Edit Attribute Attribute Key t a E a Attribute Hame Call Phone Number O O Attribute Type 5ho Required Deleting a Profile Attribute Click the Profile Attributes link to open the Profile Attributes tab Click on the profile attribute you wish to delete Click the Delete Attribute button Click OK in the new popup to delete the attribute A Delete Profile Attribute Confirm A Are vou sure you want to delete the Following customer profile attribute CP TEST Test Profile Attribute Note If data has already been entered for a particular profile attribute then the Edit Attribute and Delete Attribute buttons will be disabled This is to prevent corruption and loss of data Payment Gateways A payment gateway processes and authorizes payments made from a customer to a retailer Payment gateways encrypt sensitive information such as credit card numbers and ensure that the information is transferred securely ALCS comes with a number of payment gateways already integrated such as PayPal Express Checkout Authorize net and Payflow Pro Additional payment gateways can be added by a developer See the Development Guide for more
29. Vie Wine and EXportino a LOW StOCK REPON ula 93 Sida AAA O vae aaeveee sen iab Medctemaheteiend deed 94 Viewing and Exporting an Order Summary Report c cc ceccccccccccccseeeseececeeeeaeeseeeceeeeeaseeseseeeceeeeesaeeeseeeeeeeeeesuaasnseeeess 94 Orders Awalna Stock Ad C ati NS AO 94 Viewing and Exporting an Orders Awaiting Stock Allocation Report ccccccccoooooccnnnnnnnnnnnnnccncnnnnnnonnnnnnnnnnnnnnnnonnnnos 94 A A A hrnerntenteTE rp ertnen it 95 Viewing and Exporting an Orders by Status RepoTt ccccccccoooonnncnnnnnnnonnnocnnnnnnnnnnnononnnncnnnnonnnnnnnnncnnnnnnnnonnnnnnccnnnnnnnnnnos 95 IRS OUTS Ae ROMAIN AAA nn sae asatsteanied a E E 95 Viewing and Exporting a Retums and Exchanges Report ansni tessa achecnadeagauata E A 95 ANNA SC AIMS OSs see hacer Bie ab darian aia gat dana Rata cet Sana daa ge E asa A E E O E AE A E tea A Sonate cates ae 95 PSS Vy Ol A PE ne ga cease daeecaisgaetscc eects patents E TS 96 Chansmo PASS World 96 Pao manon Senasa dla 97 Exts Me ommerce Manara 99 APP CS ia Tere eee 100 Appendix Aj Worktlow Diaet ais a ii aii 101 Order WoOrktOwW PIOCESS tt tai 101 Stipment WOrKHOW Process osa lil Aniaicadas 102 Returns and Exchanges WorktloWw Procesado 103 Appendix B Keyboard IA a la LL dead 104 ALCS Commerce Manager User Manual 5 PAP PenGix C state Table por aid 106 Aomine Order UnA a ii A a 106 VENTO A Udit og cate A A ade 106 Order Of tina OR a eee 107 Doa o es scores en e 0 O A 107 A REC C
30. anges to the now unlocked order When the original CSR returns to work the following morning and tries to commit her changes she will see an error dialog alerting her to the fact that the order has been modified since the page was loaded this prevents her from overwriting changes that someone else may have made to that order She now has to reload the order which will give her the opportunity to note any updates and take them into consideration before and if she makes any modifications lf a CSR s computer crashes while he is in the middle of editing an order it is possible for him to resolve the issue without having to ask a supervisor to use her Unlock Order privilege He simply has to restart the Commerce Manager application search for the order he was modifying open it and finish modifying and saving the order Unlocking an Order 1 Search for the order you want to unlock and double click it for viewing 2 Assuming you have the proper credentials click on the Unlock Order button in the top right hand corner of the tab Splitting a Shipment Shipments can be split to improve customer satisfaction Splitting a shipment refers to the formation of multiple shipments based on the components of a single original order These new shipments can then be shipped to either a single address or to multiple addresses This feature is particularly useful for orders that include pre ordered or back ordered items in stock items can be
31. anual 31 Assign All Stores Assign Specific Stores Available Stores Assigned Stores SWAF it UP 7 Define which warehouses the new user will have access to and control over depending on their assigned roles then click Next Note By default the user will have access to all warehouses Assign All Warehouses Assign Specific Warehouses If you wish to restrict the user to specific warehouses click on Assign Specific Warehouses use the arrow button to move those stores to the Assigned Warehouses list Assign All Warehouses 8 Assign Specific Warehouses Available Warehouses Assigned Warehouses lt 8 Click Finish to create your new user Editing a User 1 Open the Users tab by clicking the appropriate link 2 Select the user account you want to edit now click the Edit User button ALCS Commerce Manager User Manual 32 3 Make the desired changes over the next five screens 4 Click Finish to save your modifications Deleting a User Open the Users tab by clicking the appropriate link Select the user account you want to delete Click the Delete User button Click OK in the dialog that appears to delete the user API User Roles For security reasons CSRs and other non administrator users will should access to different subsets of the Commerce Manager and Web Services capabilities as defined by their User Role This feature ensures that only authorized users can perfo
32. ates South Carolina United States South Dakota United States Tennessee United States Texas United States Ukbahi Canada Prince Edward Isl Canada Quebec Canada Saskatchewan Canada Yukon United States Vermont United States Virginia United States Washington United States West Virginia gf ao A ca United States Wisconsin United States yy yvorning Uzbekistan ALCS Commerce Manager User Manual 5 Save your new shipping region Region Hame North America Available Countries Sub Countries Selected Countries Sub Countries Australia A Canada Alberta Ae Austria a Canada British Columbia Belgium Canada Manitoba China Canada New Brunswick Czech Republic Canada Newfoundland Labrador Denmark Canada Morthwest Territories Finland Canada Nova Scotia France Canada Nunavut Germany Canada Ontario Great Britain UK Canada Prince Edward Isl Greece Canada Quebec Hong Kong Canada Saskatchewan Hungary Canada Yukon Iceland United States Alabama India United States Alaska Indonesia United States Arizona Ireland se r B Cancel gt A eee Editing a Shipping Region 1 Select the shipping region you wish to edit 2 Click the Edit Shipping Region button 3 Make your modifications and Save Deleting a Shipping Region 1 Select the shipping region you want to delete 2 Click the Delete Shipp
33. ay Page Messages State Availability Rule 10 Available only if in stock Available only if in stock Available only if in stock Available on Pre Order Available on Pre Order Available on Pre Order Available on Back Order Available on Back Order Available on Back Order Available on Back Order Stock Status Out of stock Out of stock In Stock Out of stock Out of stock In Stock Out of stock Out of stock Out of stock In Stock Availability Date null 27th Mar 2007 null 27th Mar 2007 27th Mar 2007 2 th Mar 2007 27th Mar 2007 null Any value 2 th Mar 2007 Table 15 Product Display Page Details ALCS Commerce Manager User Manual Order Limit Reached No No No No Yes No No No Yes No Displayed Message Out of stock Out of stock estimated back in stock date March 27 2007 In Stock x available Available for pre order estimated release date March 27 2007 Out of stock In Stock x available Available for back order estimated shipping date March 27 2007 Available for back order will ship when available Out of stock In Stock x available Available only if in Stock Available on Pre Order Available on Back Order Add to Cart Button Disabled Disabled Enabled Replaced with Preorder button Enabled Replaced with Preorder button Disabled Enabled
34. b and Ann are CSRs who desire to modify the same order Order ABC Ann is the first to begin editing so the order is locked When Bob attempts to enter the edit screen for Order ABC he will be denied by the system an error dialog will explain that someone else is modifying that order and that he can only view it in read only mode Once Ann performs an action that causes the order to be unlocked Bob will then be able to modify Order ABC There is another scenario to consider Let us assume Bob opens Order ABC for viewing while it is locked by Ann Ann makes changes to the order and saves causing the order to become unlocked Bob will then see an error dialog that relays the following Order ABC cannot be edited as another user has made changes The dialog will allow Bob to either Reload which will refresh the product page and allow Bob to make modifications to the order or Cancel which will close the dialog This ensures that Bob will not be modifying outdated data An order is unlocked under the following circumstances CSR Action System Action CSR saves order System will automatically unlock the given order on completion of the save transaction CSR closes order editor saves changes on prompt System will automatically unlock the given order on completion of the save transaction CSR closes order editor abandons changes on prompt System will automatically unlock the given order CSR closes Commerce Manager with open
35. bility Rules you want the report generated for from the dropdown menu 5 Click the Run Report button to view your Orders Awaiting Stock Allocation Report You may need to increase the size of the window before you can view this button 6 If you wish to export the report as a CSV Microsoft Excel or PDF file you can do so by clicking on any of the corresponding buttons for the formats ALCS Commerce Manager User Manual 94 Orders by Status This report is similar to Order Summary except with a simplified interface and fewer options It is geared towards the summary of orders that match the status es defined by the user e g all shipped orders The user must specify which store they want the report generated for and for which subset of orders Viewing and Exporting an Orders by Status Report Select Orders by Status from the dropdown menu 2 Fill in the fields to specify what data the report should be generated on Again you may click the calendar icon next to the Date fields to bring up a utility to help in selecting the range of dates for the report 3 Click the Run Report button to view your Orders by Status Report You may need to increase the size of the window before you can view this button 4 If you wish to export the report as a CSV Microsoft Excel or PDF file you can do so by clicking on any of the corresponding buttons for the formats Returns and Exchanges This report provides a summary of all returns and exchange
36. chase more higher end models which could be from any manufacturer For instance a customer who is looking at the iPod nano product page should have the iPod Classic and iPod Touch recommended to her However the iPod Shuffle a cheaper model than the nano should not be included in these recommendations Warranty enables store administrators to sell add on products e g extended service plans As warranty product are usually source product dependent they can only be sold with a product same screen recommendations is the most sensible way to sell this type of product Accessories allows administrators to feature complementary goods to the currently viewed product This method encourages buyers to purchase more items and increases the average transaction per order For example a customer who adds a camera to their cart should be encouraged to purchase a 1 gigabyte memory card a carrying case and a second set of batteries Replacement enables store administrators to recommend substitute goods when the product a customer is looking at has been discontinued or is out of stock This increases your store s conversion rate as a customer who may otherwise have purchased nothing instead purchases a similar good For instance the iPod mini was replaced by the iPod nano Although your store no longer has any remaining iPod minis you leave the product page visible to prevent dead links and to maximize the value of a high search eng
37. click Next Select the permissions and privileges the new role should have Click the gt button to add them aoe Available Permissions Assigned Permissions Catalog Management Manage Promotions Configuration 4 Customer Service Create Refunds Create Edit Exchanges Create Edit Orders mone Create Edit Returns E Edit Customers Edit Gift Certificate Recipient Manage Customer Import Jobs Run Customer Import Jobs Unlock Orders Wiew Full Credit CardGiFk Certificate Reporting E shipping Receiving all lt gt 5 Click Finish to create the new role ALCS Commerce Manager User Manual 35 Editing a Role Open the User Roles tab by clicking the appropriate link Select the user role you want to edit Click the Edit Role button A Deleting a Role 1 Open the User Roles tab by clicking the appropriate link 2 Select the user role you want to delete 3 Click the Delete Role button 4 Click OK in the dialog that appears to delete the user role Warehouses Creating a Warehouse 1 Open the Warehouses tab by clicking the appropriate link amp rod r J L ua amp amp Gal lai a gt Configuration Lal Warehouses El b Customer Profiles Warehouse Mame a Warehouse US jah 111112121222 Payment Gateways 7 Shipping hl Stores H Tares t Users Warehouses 2 Click the Create Warehouse button ALCS Commerce Manager User Manual Make yo
38. cnnnnnnnonononnnnnnnnnnnnnnnnnncnnnnononnnnnnnnnnnnnnnnnnnnnncnnnnnnnnnnnos 49 PS SC ER 50 Sita SLi CAC AP E testa tite iia E asain tanaeteeln ccs 32 ALCS Commerce Manager User Manual 3 TELE Volume PUN dl 12 Merchandisins ASOCIA HON ii a a a inetbedoisake 52 COMO CD OL US a ida 53 EresOrdersand B ae KONTET en a do o do o a ene ee aa 54 IO io Tra POG CU AAA Ap O e E 54 Edita Product 55 Pia o AA A o E e E R EA O TS 55 anki Cate sory toa Vital CAOS iia 56 Including Excluding a Product in a Virtual Catalog o oooooonncnnnnnnonononononnnnnnnnnonononnnonnnnnnononnnnnnnnnnnnnnnnnnnnnnnnnnnnnaninoss S6 Global Abt aa 57 Crea ita Coba ATI DUE een aE a E a asd Gaus ee aacesue so eae oe 57 Edie Global A Oa A E AA EEA 58 Derin ooa AIDU e a a a E E 58 Customer Erica ACUM a a hd ie atte tiachie dahil dabscn aise ides 60 Order Worktlow PLOCESS tidad iaa 60 Searches toral Oda IO E A e ESOO 61 MIS Wins Ed UNS an Ord edicto 62 Oder AU eso loan ero cada 63 Call Center F oncuonalhty essee AR A A asia 63 CASAS A a eeaGenetinea vasate ai r ieaumensSeeGdet 63 A A A A E 64 PPP AL ANC EG oiei A ds 65 Unlock Orders Privilege and Special Situations ooooccccnnncnnnnnocnnnnnnnnonnnnnnnnnnnnnnnnnnnnnnnnncnnnnnnnnnnnnnnnnnnnnrnnnnnnnnnnnnnnnnnnnaniness 65 Unicekmes Oda A O ais 65 SpluttinoaS INC TN cates tii on dai 65 ON E RA TO 67 Disable a custom laa 67 Seal Chine Lora EC AONE lisina ciaisaiiai s 68 Edtinaa Custo Mt oo license 68 Reset Cust
39. details Please note that you will still need to create merchant accounts with each payment provider in order for these gateways to work You can contact the provider for more information on setting up an account ALCS Commerce Manager User Manual 14 Creating a Payment Gateway 1 Click the Payment Gateways link to open the corresponding tab File Configuration Preferences Activity Help OLEE Y 4 Configuration Customer Profiles 2 Profile Attributes Payment Gateways gt Payment Gateways 2 Click the Create Payment Gateway button 22 Payment Gateways ES Gateway Name Gateway Implementation DemoPaymentProcessor paymentGatewasy Mull 2 AuthorizeNet paymentGatewayauthorizehet ga Cybersource paymentGateway Cybersource LA PayflowPro paymentGatewayParPHomPro E PayPal Do Direct paymentGatewayPaypalDoDirect 2 PayPal Express parymentGatemayPaypalExpress d gt GiftCertificate paymentGatewayGiFCertificate gt Google Checkout paymentGatewayGoogleCheckout 3 Fill in the Gateway Name and select which Gateway Type it corresponds to Note The Gateway Type setting cannot be changed once the gateway has been created Note The parameters in the Properties table vary depending on Gateway Type and can be configured by developers 4 Click Save to create the payment gateway ALCS Commerce Manager User Manual 15 di Create Payment Gateway Create Payment Gateway Gateway Hame My Payment Ga
40. dit in the Promotion Search Results tab 13 Make your modifications to the required tab 14 Save your changes by clicking the Save button in the taskbar or with the Ctrl S keyboard shortcut File Catalog Management Pr a A ALCS Commerce Manager User Manual 76 Shipping Service Levels Filtering Service Levels 1 Open the Shipping Service Levels tab 5 Store Marketing Search et Promotions sek Filters Shipping Region COS o Store E 2 Set your filters Shipping Region and Store then click the Filter button Creating a Service Level 1 Do a default filter with Shipping Region and Store both set to All 2 Click the Create Shipping Region button 3 Fill in the values for your new shipping region then click the Save button ALCS Commerce Manager User Manual 77 Create Shipping Service Level Create Shipping Service Level Store SNAPE gg Shipping Region Canada E Carrier Camada Post Ww a n oe Hame English Calculation Method Fixed price E Property Key Property Value Fixed Price USD Enter a value Fixed Price AUD Enter a value gt Properties Cancel Editing a Service Level Do a default filter with Shipping Region and Store both set to All Select the shipping region you want to edit Click the Edit Shipping Region button Ma
41. dministrator for this information if you do not have it After the initial login the User ID and Server URL fields will be pre populated when a user starts the CM Client 4 Click Login and you will now be signed in S Commerce Manager Sele File Customer Service Preferences Activity Help Beas Sa sia Customer Service Search O ES Orders A Customers Search Terms Coptional Order Humber Customer ID Email User ID j First Hame Last Hame ZIP Postal Code Logged in as admin Server URL http 110 10 2 153 7011 manager ALCS Commerce Manager User Manual 8 Activities The Commerce Manager application is subdivided into six Activities Configuration Catalog Management Customer Service Store Marketing Reporting and Shipping Receiving An Activity is a part of the application that displays only the information and functions that are relevant to a specific job role For example warehouse information would not be shown in the Customer Service Activity As the activities are independent efficiency and clarity can be gained by restricting the onscreen options to exclusively match the job role of the user This minimizes clutter and enables users to focus on the tasks relevant to their work Activity Description Catalog Management Activity Enables authorized users to create and manage categories and products Configuration Activity Allows administra
42. dow Deleting a Global Attribute AO A 5 Click the Edit Global Attributes button Select the global attribute you want to delete Click the Remove Attribute button Confirm the removal of the attribute by clicking OK in the popup window Remove Attribute Confirm Are vou sure vou want bo remove the Following attribute we catiImage Category Image Image Save your changes by clicking the Save button in the main Edit Global Attributes window ALCS Commerce Manager User Manual 58 ALCS Commerce Manager User Manual 99 Customer Service Activity The Customer Service Activity is intended for the use of customer service representatives CSRs It enables users to manage all aspects of orders and customer profiles lt can be accessed from the Activity menu Activity Help 46 Customer Service h A Catalog Management Alt ShifFt 1 2 Configuration Alt Shift ly Reporting Alt ShiFt P Shipping Receiving AlE Shift R Store Marketing Alt Shift 5 Order Workflow Process ALCS Commerce Manager User Manual 60 The order can be cancelled at any time except if the order is already Cancelled complete or partially shipped The order can be placed On Hold pros The paat gateway at any time except if the order is highlighted the order as suspi already complete or partially On Hold shipped CSR can release an On gt SS cos the order Yes Hold order back to original state
43. e Manage Tax Values dialog window by clicking the appropriate link File Configuration Preferences Activity Help 2 20 2130088 4 Configuration x i o o Customer Profiles age Profile Attributes Payment Gateways de Payment Gateways Shipping Shipping Regions Stores m wiew Stores Taxes L Tax Codes 3 Tax Jurisdictions Manage Tax Values 2 Select which Tax Jurisdiction and Tax you want to manage tax values for then click Filter to retrieve the appropriate items Manage Tax Yalues Please select the jurisdictions and tax you wish to manage Filters Tax Jurisdiction United States pl Tax State Sales Tax MEA 3 Click the Add button ALCS Commerce Manager User Manual 28 5 Manage Tax Values Manage Tax Yalues Please select the jurisdictions and tax you wish bo manage Filters Tax Jurisdiction United States F Tax State Sales Tax _ Manage Tax Values Sub SHIPPING MOME GOODS 0 07 0 06 0 06 PII II B 4 Fill in the fields then click Save to create your new tax value Editing a Tax Value Open the Manage Tax Values dialog window by clicking the appropriate link Configure your Filter settings then click the Filter button to retrieve the tax values Select the tax value you wish to edit then click the Edit button Make your modifications and commit them by clicki
44. ear in Search view Search in Search view Ctrl Shift View Import Jobs Shipping Receiving Ctrl Shift C Complete Shipment Ctrl Shift G Create Catalog Promotion Ctrl Shift T Store Marketing Create Shopping Cart Promotion Search in Search view Ctrl Shift View Import Jobs Warehouse Table 8 Keyboard Shortcuts ALCS Commerce Manager User Manual 105 Appendix C State Tables Automatic Order Unlocking CSR Action CSR saves order CSR closes order editor saves changes on prompt CSR closes order editor abandons changes on prompt CSR closes Commerce Manager with open orders and saves changes on prompt CSR closes Commerce Manager with open orders and abandons changes on prompt System Action System will automatically unlock the given order on completion of the save transaction System will automatically unlock the given order on completion of the save transaction System will automatically unlock the given order System will automatically unlock each order on completion of the save transaction Table 9 Order Unlocking Scenarios Inventory Auditing Event New order for shippable SKU with In Stock inventory Change in shipment SKU quantity before shipment is packed Remove of a shipment SKU before shipment is packed Addition of a new SKU to a shipment before shipment is packed Order Cancellation Manual On Hand stock adjustment Stock upload with no affected back order
45. eating a Wax MM II A aasstalaband 24 Ediiisa Ta Codeine AEST A iia 25 Delta Ta Cole tada bi ato 25 ALCS Commerce Manager User Manual 2 AX WUITISGIC LIONS AA A A 25 Creatine a Tax JUAS CUNA A E as uahcnsee Mieastabtnigs 25 Edrtimoa Tax TUS CON A A A E T wasrareseaMaenen acecenetine 27 Delene d La Jus CN EG HCG 0 pam ene O A 21 EAI ANOS is e E E E esate ace aise aneaea etn ys sed seeeaneaaaeeaceaacheeecs 28 Ercatinsa Wax VA an 28 Pitan Oa La Value a DENSA Atlas 29 Delta Las Y Ue dot ica a 29 EN 29 Cre ati T USE lO 29 Piina US A E nen assed an sees ee omace ouosecaeeeues 32 Deletins a US ins E PR acabas 33 Us Rola dana 33 Detaultand Optional Permissions dias 33 Creatine a Role id A A sus dovaduiem censeadatveutintst 35 Edito a Roa TO ca 36 B eA cA ALU ESA Roleros dto tedio 36 MP REO 36 CREATING a W ALCHOUSE IS A E 36 Edun d a Warehouse rl 37 Deletmea Warehouse AA 37 Catalog Ma nasenmentAci dados 38 Catalogs and Vital Catala 38 CAOS a tonne A E E tata sg ele E 38 Nara Catala nin lencia 38 Grsatino Edito pane le Ceca Catalonia licita ccdccioiass 41 SV OMY Ml TODOS das 43 Creatine Edine and Deletins a Virtual Catalonia 44 O 45 Browsme Catal Oss and POUR A O a 45 eA a A PA ce caubaicaea ahaa peas a aa 45 Creatine a Sub C ateo o 46 Addim Emkesd Catena 4 Delta Caer ii ias 4 Ors amize Cale COMES si A A AE 4 A NO 48 Excatine a PTO Ea o EN 48 Breakdown and explanation of a Product s attributes occcooooonnnn
46. ee a dialog similar to the one shown below ALCS Commerce Manager User Manual 41 F Create Catalog Create Catalog Catalog Code Catalog Name Available Languages Selected Languages Albanian Albanian Albania Arabic Arabic Algeria Arabic Bahrain Arabic Egypt Arabic Iraqi Arabic Jordan Aeshi Ps nuaik aig mn A W k Available Currencies Selected Currencies AED ALL ARS AUD BAM BaN BHD BOB Bol 313 mn mn Ww y Default Language Default Currency Cancel e Catalog Code A unique identifier for the catalog No two catalogs can share the same code The code cannot be changed once the catalog is created e Catalog Name The name of the catalog being created e Selected Languages Languages supported by the catalog You must add at least one language to this list e Selected Currencies Currencies supported by the catalog You must add at least one currency to this list e Default Language The default display language for product and category information This drop down box is initially empty Once you add languages to the list of Selected Languages these are added to the list of options for Default Language e Default Currency The default display language for product and category information This drop down box is initially empty Once you add languages to the list of Selected Currencies these are added to the list of options for Default Currency
47. ernatively you may click on the red X button in the top right hand corner of the CM Commerce Manager ALCS Commerce Manager User Manual 99 Appendices ALCS Commerce Manager User Manual 100 Appendix A Workflow Diagrams Order Workflow Process The order can be cancelled at any 4 time except if the order is already Cancelled complete or partially shipped Place an Order The order can be placed On Hold at any time except if the order is On Hold shipped CSR can release an On already complete or partially Hold order back to original state Example The payment gateway fraud decision tools have highlighted the order as suspicous Ones the order require a manual gt On Hold 5 review cs a a Is the order accepted upon Cancelled review 3 change Completion a i eae e le ea aA ee Yes Awaiting ls the order for an Has the exchange exchange _been completed Exchange eN Completion A No ae Yes In Progress Have all the shipments been Complete shipped No No as al least 1 bi shipment been y Partially Shipped e Figure 7 Order Workflow Process ALCS Commerce Manager User Manual 101 Shipment Workflow Process Shipment can be cancelled at any time prior to Pick Pack in Progress If the parent order is Cancelled the shipment will automatically inherit thi
48. f a store the administrator must choose which tax codes and tax jurisdictions are applicable Warehouses Each store can have only one assigned warehouse which may be shared by multiple stores Warehouses are assigned to users ensuring that only authorized personnel may adjust inventory Creating a Store 1 Open the Stores tab by clicking on the appropriate link T F e E Configuration Customer Profiles 2 Profile Attributes Payment Gateways 4 Payment Gateways Shipping Shipping Regions Stores View Stores 2 Click the Create Store button 3 Fill in the fields as described below then click Next e Store Code A unique identifier for a store Stores may not share the same store code The code may not be changed once the store is created Store Name The name of the store Store Description For internal purposes only This field is optional Store URL The URL of the store s homepage This field must start with http or https Store Timezone The timezone used for timestamping store events e g orders being placed Store Country The country where the store is based Store Sub Country The sub country state or province where the store is based This field is only displayed if the selected Store Country has sub countries Default Language Language used by default to display content in the online store e Default Language Currency used by default to display pricing information in the online store
49. fic product in mind that he wants to check for low stock levels he may enter its SKU number at the input screen Viewing and Exporting a Low Stock Report Select Low Stock from the dropdown menu 2 Choose the warehouse you want the report for from the dropdown menu 3 If desired you may select a SKU Code or and brand to filter the results Clicking the button next to the SKU Code input field will bring up an utility to help in inputting a SKU code Report Type required le Report Type Select a SKU Low Stock Select a SKU Parameters Enter your search criteri Warehouse Select a warehouse J se A Search SKU Code Product Hame I Brand Product Code All Brands alll SKU Code Filter Brand ALCS Commerce Manager User Manual 93 4 Click the Run Report button to view your Low Stock Report 5 If you wish to export the report as a CSV Microsoft Excel or PDF file you can do so by clicking on any of the corresponding buttons for the formats Order Summary This report provides an overview of a store s performance in sales over a particular time frame Users may specify a range of dates for the report to summarize By default the report will encapsulate the sales data for just the current day The user may also specify different currencies for the report to be generated in the source of the payments e g Google Checkout only and which subsets of orders as grouped by their status t
50. ger volume purchases Multiple price tiers can be defined for a product so long as the item ranges do not conflict with one another For example a clothing retailer may offer t shirts at different prices depending on the quantity being purchased The following price tiers could be established 1 5 t shirts 20 each 6 10 t shirts 17 each 11 15 each This encourages customers to buy more of the product to get the lower unit pricing Merchandising Associations Merchandising associations have proven to be extremely effective at increasing the average order size for e commerce sites They allow store administrators to promote related products on the same page that the customer is currently viewing the goal is to increase the size of the customer s shopping cart or and to encourage the purchase of a higher profit item There are five types of merchandising associations one can create 1 Cross Sell enables the store administrator to feature alternative purchasing options that are similar to the product the customer is currently viewing Store merchandisers often use this feature to increase sales of higher profit products or overstocked items For example a customer viewing a Canon camera could be recommended an overstocked Sony camera by the cross selling feature ALCS Commerce Manager User Manual 52 Up Sell allows administrators to promote more expensive versions of the currently viewed product It encourages customers to pur
51. gs to While a product may belong to more than one category it must have a default category defined SKU Inventory and Shipping for single SKU products only e SKU Code required unique identifier of product Typically exposed to the storefront and possibly other external systems e Shippable defines whether the product is physically shippable or not This should be enabled for all products except digital goods The information specified below can be used by integrated shipping systems e g UPS to calculate real time shipping rates ALCS Commerce Manager User Manual 49 Shipping Weight kg Shipping Width cm Shipping Length cm Shipping Height cm Track Inventory Defines whether the system should track this product s inventory or not This should be enabled unless the product has infinite stock e g a digital good e On Hand Qty the quantity of inventory in a warehouse Typically this is kept synchronized with the company s warehouse or ERP system to keep the on hand quantity up to date e Reserved Qty the quantity of goods that are not available for sale in the store e Reorder Qty specifies when an item should be included in the Low Stock report when the On Hand Qty is less than the Reorder Qty e Visible When Out of Stock When enabled the product will be visible in the store regardless of whether it is out of stock or not However an out of stock message will be displayed on t
52. he Warehouses tab by clicking the appropriate link Select the warehouse you want to edit Click the Edit Warehouse button Make your modifications then commit then by clicking Save Deleting a Warehouse 1 Open the Warehouses tab by clicking the appropriate link 2 Select the warehouse you want to delete ALCS Commerce Manager User Manual 37 3 Click the Delete Warehouse button then click OK in the popup that appears Catalog Management Activity The Catalog Management Activity provides users with the ability to import create and manage catalogs product categories and products lt can be accessed from the Activity menu Activity Help A Customer Service Alt 5hift 2 Catalog Management Slk ShiFe M 2 Configuration Ashton Reporting Alt ShiFt P A Shipping Receiving Alt 5hift F Store Marketing Alt shiFt 5 Catalogs and Virtual Catalogs Catalogs are essentially collections of products They are independent from one another and you may have as many catalogs as desired Virtual catalogs are conceptual creations that make the management of store catalogs easier The products in a virtual catalog are inherited from regular catalogs virtual catalogs may be constructed from any combination of catalogs and catalog products For example a clothing retailer may build a virtual catalog for the Fall shopping season that consists of specific products from a number of different regular catalogs e g warm jackets fr
53. he product page Customers will not be able to order the product unless pre orders or backorders have been enabled for the product e Expected Restock Date displayed on the product page so that customers know when they can expect stock to come in Digital Asset Digital goods are products which exist in digital format For example e books digital photos MP3 files PDF reports and software downloads are digital assets These types of goods are assumed to have unlimited inventory Products that have been defined as digital goods can be downloaded Security is automatically set to prevent unauthorized users from retrieving the content e File the file digital asset the product represents e Download Limit the maximum number of times a customer can download the asset e Download Expiry the time frame when the user is allowed to download the asset defined as the number of days after the order was placed Assets An asset is a catalog image or a digital asset e g MP3 audio file or PDF document The Asset Manager allows store administrators to manage these objects For example you can use the Asset Manager to upload an image file and assign it to a product There are three types of assets e Images Images of the products in the store s catalog A thumbnail of the graphic will be displayed in both the storefront to customers and to CSRs in the CM e Digital Assets The digital goods that are being sold in the store
54. ialog window fill in the required fields Attribute Key The unique identifier for the attribute This is for internal uses only Attribute Name The display name of the attribute Attribute Type The format of the attribute s data e g Date Text Integer Decimal etc Required Whether the new attribute is mandatory or not to fill in ALCS Commerce Manager User Manual 12 4 Save your new profile attribute Te Create Attribute Create Attribute Attribute Key cp cell_Phonel Attribute Type shortText OOO Required _ Save Cancel Editing a Profile Attribute 1 Click the Profile Attributes link to open the Profile Attributes tab 2 Click on the profile attribute you wish to edit 3 Click the Edit Attribute button ace Customer Profile Attributes x 9 Create Attribute i Edit Attribute Attribute Key Attribute Mame Attribute Type System Attribute Le CP_FIRST_NWAMe First Mame Short Text Yes lE CP LAST_MAME Last Name Short Text Yes P CP_EMAIL Email Short Text Yes jf CP ANONYMOUS CUST Anonymous Customer Boolean Yes aF CP_HTML_EMAIL HTML emails Boolean Yes y CP_PREF_LOCALE Preferred Locale Short Text Yes i CP_PREF_CURR Preferred Currency Short Text Yes 2 CP_PHONE Phone Number Short Text Yes Ge CP_FAx Fax Number Short Text Yes CP GENDER Gender Short Text Yes 2 CP_COMPANY Company Short Text Yes a CP_DOB Date of Birth Date Yes a CP BE NOTIFIED Be notified of Mews Boolean Yes C
55. icing structures In this case a master catalog will support the main store and two virtual catalogs would support each of the niche stores 2 To support geographical stores where individual operating countries may only sell a subset of the product range and pricing may differ between countries In this case a master catalog would reflect the company s worldwide catalog and a virtual catalog would be used for each geographical store Note that where geographical stores are similar e g two countries in the European Union they may both consume the same virtual catalog ALCS Commerce Manager User Manual 39 3 To allow suppliers to manage their own catalogs In this case each supplier can have their own master catalog As the store operator you can have a single virtual catalog that consumes the categories and products you wish to sell in your store from each of the supplier master catalogs ALCS Commerce Manager User Manual 40 Creating Editing and Deleting a Catalog Catalogs can be created edited and deleted using the toolbar icons highlighted in the diagram below Note A catalog can only be deleted if it does not contain any categories or products Fie Catalog Management Preferences Activity Help Create catalog a Camcorders o Digital Cameras o Film Cameras ol Optics Accessories Service Plan E Snap It Up Catalog Delete Catalog View and Edit Catalog When creating a catalog you will s
56. ick the Create Picklist button Viewing a Picklist 1 Open the Picking tab 2 Click on the active picklist you want to view Warehouse Wiarehouse_LI5 i RMA Picking Inventory PickPack Status Released for Pick Pack O shipments My Active Picklists 11 3 07 2 41 PM 11 3 07 4 39 PM 3 The picklist will be opened in a new tab to the right 4 You can click the Print Picklist button to print it out ALCS Commerce Manager User Manual 86 Pp Print Picklist Print All Packing Slips Removing a Shipment from a Picklist Open the Picking tab Click on the active picklist you want to remove a shipment from Select the shipment you want to remove Click the Remove from Picklist button Click OK to remove the shipment ee SS E Release Shipment Confirm Are you sure vou want to release the Following shipment Shipment 10000 1 Printing a Packing Slip Open the Picking tab 2 Click on the active picklist you want to print a packing slip or packing slips from 3 Either click the Print All Packing Slips button if you want a packing slip for all shipments in that picklist or select a shipment and click the Print Packing Slip button ALCS Commerce Manager User Manual 87 Blais Print Picklist A Print All Packing Slips ll Print Packing Slip b Y Remove From Picklist Retrieving SKU Inventory Numbers 1 Open the Inventory tab da lo p8 RMA Picking Retrieve SKU I
57. igital SLRs LSDF999 00 Ye 10030263 Kodak DCS 330 Digital ca Camcorders amp Kodak Digital SLRs 150399 00 YE 10030313 Mikon DZH Digital camera Camcorders amp Nikon Digital SLRs 150499 00 YE 10030316 Mikon D200 Digital camer Camcorders amp Nikon Digital SLRs LSDi599 00 Ye There is no best Results per Page setting Whichever setting the user feels most comfortable with is considered optimal Any changes by a user will affect only his CM in other words every user has his own custom pagination settings Changing Pagination Settings 1 Open the Preferences menu and click Change Pagination Settings File Customer Service oo Activity Help E ai Change Password olk Shift ic e Change Pagination Settings Alt ShiFt P 5 Customer Service Se tarch Results 3 Customer ID First Mame L Orders Customers Search Terms optional Order Number Customer ID ALCS Commerce Manager User Manual 98 2 Choose the Results per Page figure you desire from the dropdown menu amp Change Pagination Settings Change Pagination Settings Please select the number of search results to be displayed per page 3 Save your changes f Change Pagination Settings Change Pagination Settings Please select the number of search results to be displayed per page Results per Page En I Cancel Exiting the Commerce Manager 1 Open the File menu and click Exit Alt
58. il Address The user s e mail address Password The user s password It must be at least 8 characters long Confirm Password It must be the same as the password entered above 4 Assign the user one or more roles by left clicking on the role you wish to add on the panel to the left Available Roles then clicking the gt arrow button Click Next ALCS Commerce Manager User Manual 30 Available Roles Assigned Roles Commerce Manager User Super User Web Services User creditcard view 5 Specify which catalogs the new user will have access to and control over depending on their assigned roles then click Next Note By default the user will have access to all catalogs Assign Specific Catalogs If you wish to restrict the user to specific catalogs click on Assign Specific Catalogs use the gt arrow button to move those catalogs to the Assigned Catalogs list Assign All Catalogs Assign Specific Catalogs Available Catalogs Assigned Catalogs Wcat pa Snap It Up Catalog 6 Define which stores the new user will have access to and control over depending on their assigned roles then click Next Note By default the user will have access to all stores Assign All Stores Assign Specific Stores If you wish to restrict the user to specific stores click on Assign Specific Stores use the gt arrow button to move those stores to the Assigned Stores list ALCS Commerce Manager User M
59. in use then the system will not allow its deletion A store is in use if it has any of the following defined users customers orders shipping service levels promotions or import jobs If the store is in use a dialog similar to the one shown below will be displayed E Delete Store Error i The Following store is in use SMAP it UP Tax Codes and Categories Store administrators only need to configure taxes for jurisdictions that are tax nexuses that Is jurisdictions that have the right to impose a tax on taxpayers To configure a tax system for their store administrators have at their disposal the following tools e Tax Codes Products are connected to taxes through tax codes Tax codes define what type of tax is applicable to a product e g Shipping and Goods taxes and are what the store s customers see Tax Codes are used to group Tax Categories e Tax Categories Tax Categories determine the taxes that are applicable for each Tax Jurisdiction For example the PST the Provincial Sales Tax rate is different from one region to the next e Tax Jurisdictions Tax Jurisdictions are hierarchical so it is possible to have different Tax Categories applied at various levels These include country sub country city and zip code e Tax Values The tax rate applied to a Tax Categories in a particular Jurisdiction The hierarchy in Tax Jurisdictions must be first defined at the country level followed by sub country e g
60. ine ranking When customers looking for an iPod mini come to the store they will see that it is discontinued at the same time they will notice the iPod nano being recommended to them which may create a successful conversion Each merchandising association has the following fields Product Name the product to be recommended cross sell up sell warranty accessories and replacement Merchandising Type the type of merchandising association to be created Default Quantity required the quantity of the product to be recommended For instance if a camera requires four AA batteries then the Default Quantity of the associated product batteries should be set to 4 Enable Date required when the association should become active Disable Date when the association should end If no disable date is entered the association will persist until it or one of the products it is linking is deleted Requires source product in cart indicates that the associate product must be purchased along with the target product If the target product is removed so will the associated merchandise An example is an extended warranty for a camera if the camera is removed from the shopping cart then the warranty becomes useless Concept of SKUs Product SKUs identify specific versions of a product Every product can have multiple SKUs with each SKU corresponding to a particular offering of the product For example an iPod nano product could be c
61. ing Region button 3 Click OK in the new popup to delete the shipping region Note If a shipping region is in use i e tax values have already been configured for that region then the system will not allow its deletion and the following dialog will be displayed Delete Shipping Region Error ES The shipping region is in use and thus cannot be deleted ALCS Commerce Manager User Manual 20 Stores and Multi Store Management The multi store feature makes targeted stores easier and more affordable to maintain It essentially enables retailers to create dedicated stores to target specific customer groups in a cost effective and swift fashion Authorized staff can manage and operate multiple stores from the same interface Advantages e Run multiple independent or related storefronts from a single deployment e Each store can offer its own look product mix pricing and more to target specific customer groups e Leverages existing hardware software catalogs and skills Benefits e More stores gt More customers gt More sales e Increased presence traffic and sales e Presents a personalized look and catalog for each customer segment e Heightens the promotion of specific brands and products Customers Stores can be configured to share registered customers profile information e g accounts and shipping addresses with other stores By default customer profiles are not shared Sharing can be enabled on a store by st
62. ion Rules are what defines the behavior and effects of the promotions There are two types of promotions and each type s promotion rule is comprised of different components Specifies when the promotion should be applied Shopping Cart Promotion Rule Eligibilities Conditions Actions E Defines when customers are Describes what benefits the eligible to receive the promotion promotion provides Figure 3 Shopping Cart Promotions Specifies when the promotion should be applied N Product Catalog Promotion Rule Conditions Actions Describes what benefits the promotion provides Figure 4 Product Catalog Promotions Shopping Cart vs Catalog Promotions The Commerce Manager offers two types of promotions Shopping Cart and Catalog Shopping Cart Promotion Catalog Promotion Used to increase the number of items in shopping Used to increase sales of specific products carts at checkout Applies to items only after they have been added to the shopping cart Applies to the items directly in the catalog The effects are only visible during the checkout process assuming the requirements have been met The effects are visible during both the browsing and checkout processes assuming the requirements have been met ALCS Commerce Manager User Manual 70 May only be used by specific customers as May be used by any patron of the store defined by the Eligibilities portion of the promoti
63. ke your change then click the Save button SOD Deleting a Service Level Do a default filter with Shipping Region and Store both set to All Select the shipping region you want to delete Click the Delete Shipping Region button Click OK in the new popup to delete the warehouse A ALCS Commerce Manager User Manual 78 Shipping Receiving Activity The Shipping Receiving Activity allows warehouse users to pick pack and complete shipments It can be accessed from the Activity menu Activity Help amp Customer Service Alt ShiFt E Catalog Management Alt ShiFt M 2 Configuration Alt ShiFt A Reporting Alt ShiFt P Shipping Receiving be Alk ShiFt R Store Marketing Alt shiFt 5 Shipment Workflow Process ALCS Commerce Manager User Manual 19 A A Shipment can be cancelled at any time prior to Pick Pack in Progress If the shipment Created parent order is Cancelled the shipment Cancelled will automatically inherit this status da If the parent order is On Hold the Is inventory i shipment will automatically inherit this On Hold Awaiting Inventory lt assigned forthe gt status shipment Ps a O A a Inventory Assigned gt A e xe ia _7 Does the CSR manually No lt _ release the shipment for Pick gt NG Packing A Bas y P System releases shipment for Pick Packing batch job Released For Pick Pack PD F SA
64. l Reports can be generated in the Reporting Activity accessible through the Activity menu Activity Help A Customer Service Alk Shire e Catalog Management Alk ShiFE M 2 Configuration AJE ShiFe N A Reporting Alt ShiFt P a Shipping Receivi A Alt ShiFt R Store Marketing Alt shiFt 5 The Commerce Manager makes use of BIRT to produce reports in a variety of formats HTML CSV and PDF Custom reports may be created and integrated to fit your specific needs please see the Developer Guide for more information The reports that come packaged with the product are detailed below Customer Registration A summary of a store s customer registrations during a particular time frame This report is useful in gauging the effectiveness of promotions targeting new customers The user must specify which store and for which time span the report is for Anonymous registrations may also be included in the summary Viewing and Exporting a Customer Registration Report 1 Select Customer Registration from the dropdown menu 2 Choose the store you wish to generate the report for 3 Specify the date range the report should present data for The From Date may be left blank but the To Date must be filled in You may click on the calendar icon next to the field input boxes to bring up a utility to assist in selecting a date ALCS Commerce Manager User Manual 91 To Date 1174 07 12 15 AM Un Mon Tue Wed Thu Fri Sat Js 670 11 1
65. low Diagram GG SS CASS GG E E E E E E E A E E E E E E E E E E E E EE Return can be cancelled at any time except if the return is already Cancelled Return Exchange Complete Created Return Exchange Statuses 4 Complete Cancelled i Awaiting Stock Return compete Awaiting CSR Completion ES ER 7 ls a physical return No requested a nes the CSR want tos Yes canceltheretum gt 7 Cancelled ins exchange aw ee oe a 7 hn S ait i 7 No x a a Ti a Mi p i a Awaiting Stock No _ Has the warehouse Mecelved the customer gt Return T aa 7 m a ms he in 3 a aa 5 Si a 5 Awaiting CSR Completion a we w a E a e No Has the CSR completed vaa Complete w the Return Exchange 7 Be Ma og F a gt Figure 6 Returns and Exchanges Workflow Searching for a Return or Exchange Order 1 Fillin as many of the fields as desired and click Search ALCS Commerce Manager User Manual 83 A Warehouse US Warehouse E Inventory Picking Returns and Exchanges Search remar least 1 required RMA Number 12345678 Order Number Customer First Name Customer Last Name Mi E Warehouse Picklists When a shipment is ready for release warehouse staff retrieves packs and ships the contents of the order Warehouse picklists are tools to assist in order fulfillment Warehouse picklists are lists detailing
66. m O m O Z Z Q m Z Ol O m QO O of mi Q c v p M M mM S zl Sla M BI qg 2 p D DO 2 olal L SI o gt l o ol cl olal a 8 Zl Bi al al a S 3 8 a gl el Sl a g glag S 8 8 2238 F co E 22822283 8138888223038 3 2 3 3 S 3 2 ARANA ARA ola S 0 U O a DO ma DOLO lo D D Cn vl s o c o al g 3 3 2 Ss GO og g o 2 Q 31533838 a cf 9 c o gt o Q D D Q 0 O O D O AA o 3 a a c z Ee ol al S o D 3 Y D lt O 5 lt 2 3 2 S aj Sj wo Bl al S S a o B Y S S Sj 6 3 6e 3 Q J S a 3 S a a o 2 lt 3 58 S eE ns oO amp D gt G g OM ni U S 23 e O 0 ol yu J 0 eto olaj D T O Q O lt D gt 3 o J Z O m Q O 0 o g lt o a 3 5 3 D D Q o N cD 5 n D gt O nm Create SKU View Catalog Imports Edit Product Edit SKU Delete Catalog Delete SKU View Promotions View Shipment Service Store Marketing Levels None Reporting None Run Customer Registration Report Run Orders Awaiting Stock Allocation Report ALCS Commerce Manager User Manual 34 Table 2 Default and Optional Permissions Creating a Role Fie Configuration Preferences Activity Help ty Configuration b Customer Profiles t Payment Gateways t Shipping H Stores t Taxes Open the User Roles tab by clicking the appropriate link Click the Create Role button Give the role a name and description optional then
67. mizable but contain the following fields by default Customer Name Shipping Address Customer Number Shipping Method Order Date Time Order Number Shipment SKU details SKU Number product Name SKU options Shipment SKU pricing This is hidden if the SKUs are gifts or if the customer selected to hide the field Shipment method pricing This is hidden if the SKUs are gifts or if the customer selected to hide the field Shipment taxes This is hidden if the SKUs are gifts or if the customer selected to hide the field Shipment total This is hidden if the SKUs are gifts or if the customer selected to hide the field At this stage in the order life cycle the funds for the shipment have not yet been captured The picker must complete the order when a shipment has been packaged and shipped At that point funds will be transferred Please see the workflow diagram for more details Creating a Picklist 1 Open the Picking tab y Warehouse Warehouse Us E RIMA Inventory Pick Pack Status Released for Pick Pack 11 shipments My Active Picklists 11 5 07 2 41 PM 11 3 07 4 39 PM 2 Click the Create Picklist button ALCS Commerce Manager User Manual 85 y Warehouse Wiarehouse_US at RMA Picking Inventory Pick Pack Status Released for Pick Pack 11 shipments My Active Picklists 11 3 07 2 41 PMI 11 3 07 4 39 PM q e Create Picklist y 3 Select the shipments for inclusion into the picklist 4 Cl
68. n r BR Create Catalog Promotion Step 1 of 2 Enter promotion details Catalog Snap It Up Catalog w Promotion Hame Description Enable Date Time Jan 11 2008 4 17 PM Expiration Date Time Cancel E E Catalog The catalog in which the new promotion will work in This is a required field Promotion Name The name of the promotion This is used for internal purposes only and will not be visible to customers This is a required field Description A description of what the promotion is used for what it does and other details as the creator deems fit This is for internal use only customers will not be able to view this in the storefront This is a required field Enable Date Time When the promotion should become active This is a required field Expiration Date Time When the promotion should be deactivated This field may be left blank if the promotion should be ongoing indefinitely Table 7 Promotion Attribute Descriptions 10 On the second screen set the promotional rules for the new promotion Click Next once you are ready to move on ALCS Commerce Manager User Manual 75 Create Catalog Promotion Create Catalog Promotion Step 2 of 2 Define the promotion rules 5 Categoryis select excluding 3 The discount applied is 11 Click Finish to complete the creation of your new promotion Editing a Promotion 12 Double click on the promotion you want to e
69. ne you are creating Note Customer account sharing works only in one direction customers of the store you are creating will not be allowed to login with their accounts to any other stores unless otherwise specified in the configuration options of the other stores HTML Encoding Which encoding format you want your store to use Enable Credit Card CVV Select whether you want Card Validation Value enabled for your store CVV is a three or four digit number used by credit card companies to reduce fraud online More information on CVV can be found at http www sti nasa gov cvv html Display Out Of Stock Products Select whether your store to still display out of stock products Email Friendly Name Specify the sender name on all outgoing e mails generated by the store Email Sender Address Define which e mail account will be used to send out the system generated e mails Store Administrator Email Address Specify the store administrator s e mail address 8 Click Finish to create your new store Editing a Store 1 Select the store you want to edit ALCS Commerce Manager User Manual 23 2 Click the Edit Store button 3 Make the desired changes over the next 5 screens click Finish to commit your changes Deleting a Store 1 Select the store you want to delete 2 Click the Delete Store button 3 Click OK in the new popup to delete the store you may also cancel the operation at this point if you wish Note If a store is
70. ng the Save button PRD A Deleting a Tax Value 1 Open the Manage Tax Values dialog window by clicking the appropriate link 2 Configure your Filter settings then click the Filter button to retrieve the tax values 3 Select the tax value you want to delete then click the Remove button 4 Click OK in the new popup to delete the tax value Users Users are the individuals who will be using the Commerce Manager and or other backend services such as web services Users are internal to your organization and are not to be confused with storefront customers Each user has certain privileges as defined by their role which is specified at the time of the user s profile creation Please see the User Roles section for more information Creating a User ALCS Commerce Manager User Manual 29 1 Open the Users tab by clicking the appropriate link Fie Configuration Preferences Activity Help SS 2 e ml 8 sie ea da Configuration b Customer Profiles t Payment Gateways t Shipping t Stores t Tares ww Users 2 Click on the Create User button UX amp Create User 3 Fill in the field as described below then click Next e User Name The username for the new user Status Specify whether the new user should be Active or Disabled the former allows the user to sign in and perform tasks while the latter locks their account First Name The first name of the user Last Name The last name of the user Ema
71. nventory SKU Code A Retrieve 2 Either enter a SKU Code or click on the icon next to the field this will bring up a utility that you can use to help select a valid SKU Code ALCS Commerce Manager User Manual 88 E Select a SKU Select a SKU Enter your search criteria then select a SKU From the list of search results Search ISKLI Results Results 1 2 of 2 H Product Hame A Product Code SKU Code T550 amp Product Marne Brand List Price Kodak Advantis T55 Kodak 0sc5139 00 Kodak Advantix T55 Kodak U50139 00 SKU Code 7550 C TSS04UTO Filter Brand ALL w Catalog ALL a 3 Click Retrieve The results will be returned in a new tab o T550 Wwarehouse_US x Inventory summary Warehouse Warehouse_UsS Quantity on Hand 50 Available Quantity 50 Quantity Allocated 0 Quantity Awaiting Allocation 0 Settings PP Re Order Minimum T Re Order Quantity Expected Re Stock Date AAA pm Adjust Quantity on Hand 1 4 Adjustment Select an action ALCS Commerce Manager User Manual 89 ALCS Commerce Manager User Manual 90 Reporting Activity Various reports can be generated in the Commerce Manager Reports can improve the decisions of both management and front line personne
72. o include in the report Viewing and Exporting an Order Summary Report Select Order Summary from the dropdown menu 2 Fill in the fields to specify what data the report should be generated on Again you may click the calendar icon next to the Date fields to bring up a utility to help in selecting the range of dates for the report 3 Click the Run Report button to view your Order Summary Report You may need to increase the size of the window before you can view this button 4 If you wish to export the report as a CSV Microsoft Excel or PDF file you can do so by clicking on any of the corresponding buttons for the formats Orders Awaiting Stock Allocation This report provides a list of all products that have been pre ordered or back ordered lt can be used for a variety of purposes for example identifying which products to order The user must specify the store the report is generated for Results may be filtered by product status preorder backorder or both If a user has a specific product that he wants to check for pre order or back order status she may enter the corresponding SKU number at the input screen Viewing and Exporting an Orders Awaiting Stock Allocation Report 1 Select Orders Awaiting Stock Allocation from the dropdown menu 2 Specify which store you wish the report to be generated for 3 If desired you may also specify a SKU Code to further filter the results in the report 4 Select which Product Availa
73. ode required the unique identifier of a category Category Name required the name of the category to be displayed to customers in the store Category Type required defines the attributes associated with the category Store Visible leaving this checkbox disabled will keep it hidden in the storefront A good practice is to disable a newly created category while you are adding products to it After the successful addition or import of products return to the edit screen and enable this attribute This ensures that when changes are made to a live site the customer never encounters empty categories This feature is also useful in preparing content that is not ready to go live or to disable seasonal products e Enable Date required specifying an Enable Date will make the category Store Visible starting on that day This is useful for preparing seasonal catalogs 4 Click Finish Creating a Sub Category 1 Select the main category you want to create the sub category under 2 Click on the Create Sub Category button Catalog Browse Catalog Search Tom a a tl a E Snap It Up Catalog A o Camcorders gt Digital Cameras c Pil Cameras Col Point amp Shoot Zoom camera ol Brink A Shank ramera 3 Fill in the fields as required then click Finish ALCS Commerce Manager User Manual 46 Adding a Linked Category 1 Select a virtual catalog in the Catalog Browse tab 2 Click on the Add Linked Category bu
74. om Coats gloves from Accessories etc Catalogs Each catalog has a unique name and is independent from the other catalogs Besides choosing a name the store administrator must also decide what languages and currencies the new catalog will support Catalogs should be used in these situations e A manufacturer may operate a number of different brands or product lines Each brand or product line should have its own catalog that comprises of all the offerings for that category e Aretailer may have a number of different suppliers Each supplier will have their own catalog populated with the goods they offer Virtual Catalogs A virtual catalog must have a unique name that differentiates it from other virtual catalogs and regular catalogs Virtual catalogs are built with products and categories from regular catalogs However one cannot add products from one virtual catalog to another ALCS Commerce Manager User Manual 38 Master Catalogs Typically supplier catalogs Virtual Catalogs e Based on 1 or more master catalogs e 1 per store Warehouses e Each store has 1 WH e 1 WH can supply gt 1 store Multiple Stores Customized for specific customers geographies etc o TEE 225 L Bp i H lied Y I v Figure 1 Catalogs and Virtual Catalogs A virtual catalog may have unique categories not found in the regular categories it is inheriting from this allows for more flexibility
75. omers Eds WO a al 69 Sore Marken el 69 Promotions seser Ae 69 SHOppine Cartys Catalog PromoOtiOns nn a A iets 70 PS AMG A E E E E E E E E E E T EE A IE E E E E E E E E E E cueenee 71 Searchme Tora Promot Omersa A AAA AAA A AA A A 71 Croate a Catalog Pro MOHO a aA 74 Editine AvP TOMIOUON 35 5 sass sah eras ae eae a 76 SHIP Pils SeErviCe eV lS A O NU PO PO O O Kea ancuSarondcheanaeniaasaaaNeneonneauesaacmnctens T11 PTE Sc IC Level sur E T11 Birds A Leve AAA o nn et snes la sddclnihaalla hacia Acie lel aioe aed tial ole ice T1 ALCS Commerce Manager User Manual 4 Editino a Service LE pad 78 Deletins a Servico Loro at a 78 SHIPPING RECCI VANS ACTIVE Wises spe wets adits tec ge Race van sera Slade ne A A eal E O E a enecondied 79 Shipment WOrkHOW PrOCESS a E eee an oe eee a 79 P ICO a O raa 80 Comple ung a SMP issena E a 81 SMWitehins W are RONSE S olaa Isaias 82 Kerns Exchances and RETA O S 82 Returmis and Exchanges Workflow Dias aE O 83 Searchine Tora Kermor Exchance O SA TT 83 Warenguse Piel E EA 84 Ce at AA E O O E O E E TA A EN 85 BU LS WAIT a E TNS E N E E SE A E E E E E E E E E E E E E E 86 Removing a Shipment froma PIES Ai a a AE 87 Pants a Paca MD a a E a a 87 Retrieyine 5K U Inventory NUDE 88 REPO ACON Uttar id oleada aten de 91 GUStOMEN RES ISA Olot cidad 91 Viewing and Exporting a Customer Registration Repolt oooonccnnnccconnnocnnnnnnnnnnnononnnnnnnnnnonononnnnnnnnnnnnnnnnncnnnnnnnnnonaniness 91 LOW SE toni 93
76. on rule definition For example shoppers will not see the effects of a 10 off order Shopping Cart promotion while browsing the catalog the discount is displayed only when they view their shopping carts Tips and Caveats e The greater the number of promotions the slower the storefront s performance Hence try to minimize the number of active promotions and be diligent in disabling expired promotions e Do not use the rules engine to create permanent discounts Instead create product sale prices e There is a time delay between when a promotion is created and when it applies in the store This is due to the caching of rules and prices which improve performance The duration of the delay depends on the store s configuration by default it takes up to an hour Searching for a Promotion 1 Set the filters and type in all or part of the promotion s name 2 Click the Search button j Store Marketing Search a Promotions Ga Shipping Service Levels Filters optional Promotion State All v Promotion Type All v Store All v Search optional Promotion Name C ll Create a Shopping Cart Promotion 3 Click on the Create Shopping Cart Promotion icon in the application toolbar ALCS Commerce Manager User Manual 71 File Store Marketing Preferences Activity Help Be 4 ag Store Marketing Search _ ey promotions Shipping Service Levels a Filters Promotion State acre Promo
77. onfigured using multiple SKUs representing different combinations of color and storage capacity When a product is not multi SKU enabled the concept of a SKU does not exist to the Commerce Manager the product and its SKU are the same thing ALCS Commerce Manager User Manual 53 Product SKU fields e Enable Date the date when the SKU becomes visible in the store e Disable Date the date when the SKU disappears from the store e SKU Pricing Indicates the price tiers for a product SKU Multi SKU products may have a different price tier for each SKU e SKU Attributes Attributes specific to the SKU Option will be shown here Pre Orders and Backorders Customers may pre order a product if the item is not yet available for sale that is they commit to buying the product when it becomes available Backorders are used when customers wish to buy out of stock products they allow buyers to reserve the product and commit to purchasing the item once new shipments arrive Products may be created with the following availability rules e Available Only if in Stock default state e Available on Pre Order e Available on Back Order If Available on Pre Order is selected the following field is required e Expected Availability Date The date that the item is expected to be available lf either the Pre Order or Backorder rules are selected the store administrator must provide the following additional information e Order Limi
78. orders and System will automatically unlock each order on completion saves changes on prompt of the save transaction CSR closes Commerce Manager with open orders and System will automatically unlock each order abandons changes on prompt Table 4 Order Unlocking Scenarios ALCS Commerce Manager User Manual 64 Appearances A locked order s status will be indicated on screen by a closed padlock icon and the name of the CSR who caused the lock An unlocked order will be accompanied by an open padlock icon on the order page If changes are made then the order automatically locks and the padlock icon will change to its closed form The name of the CSR will also then be displayed next to the padlock Unlock Orders Privilege and Special Situations Occasionally special situations arise that call for the manual unlocking of an order For example a CSR may be in the middle of editing an order when she falls ill and leaves the office however she leaves the editor open so the order remains in a locked state In these and other special situations a Supervisor with the correct role one that grants him the Unlock Orders privilege may forcefully unlock the order More specifically supervisors who open a locked order will see an Unlock Order button If this is clicked the lock on the order will be removed The Unlock Order button is not visible to users without the correct credentials Let s presume the supervisor makes ch
79. ore basis in the Configuration activity Orders Every processed customer order will have an assigned store which is the store the order was created in Administrators and CSRs may access orders only from stores they have permission to view or manage This feature prevents CSRs from looking up orders made from stores they have no permission to access For example Mary is a CSR tasked with processing orders from Avitek Canada only She cannot look up orders made from the Avitek USA store Promotions All promotions are store specific During the promotion creation process the user must specify which store the promotion applies to Promotions cannot be shared across multiple stores to achieve a similar effect the administrator will have to create duplicate promotions in each applicable store Promotions can only be created by users authorized to do so for that particular store It is not possible for a user to create or edit promotions for stores they are not responsible for Shipping Shipping service levels are store specific When creating a shipping service level the administrator must select the store or stores the service level applies to Customers may only view and select the shipping service levels that are available to the store they are shopping at ALCS Commerce Manager User Manual 21 Taxes Tax Categories Tax Codes Tax Jurisdictions and Tax Values are set once and may be used by multiple stores During the creation o
80. p Canon Digital SLRs 155599 00 10030051 Kodak DCS 520 Digital ca Camcorders Kodak Digital SLRs U5SD699 00 10030058 Pentax ist D Digital cam Camcorders Pentax Digital SLRs LSD749 00 10030063 Canon EOS Digital Rebel Camcorders amp Canon Digital SLRs LIsb999 00 10030064 Canon EOS Digital Rebel Camcorders Canon Digital SLRs 150999 00 10030065 Canon EOS Digital Rebel Xx Camcorders amp Canon Digital SLRs 155999 00 97 Pagination setting of 50 Results per Page Product Listing i y Create Product gt A Results 1 50 of 97 Product Code Product Mame English Product Type Brand Default Category List Price 10030004 Kodak DCS Pro SLAJe Dig Camcorders amp Kodak Digtal SLRS USD1599 00 Ye 10030020 Mikon DOs Digital camer Camcorders amp Nikon Digital SLRs 15999 00 WE 10030037 Canon EOS Digital Rebel Camcorders Canon Digital SLRs LISbe99 00 YE 10030038 Canon EGS Digital Rebel Camcorders Canon Digital SLRs LUSD599 00 YE 10030039 Canon EGS Digital Rebel Camcorders amp Canon Digital SLRs UsE899 00 YE 10030051 Kodak OCS 520 Digital ca Camcorders amp Kodak Digital SLRs USC699 00 YE 10030058 Pentax ist D Digital cam Camcorders Pentax Digital SLRs USO749 00 YE 10030063 Canon EGS Digital Rebel Camcorders amp Canon Digital SLRs UsSDa99 00 We 10030064 Canon EOS Digital Rebel Camcorders Canon Digi
81. ptre a f Y og ed BEA AquaLogic Commerce Services Commerce Manager User Manual Version 6 0 March 2008 Contents Introduction to the Commerce Mana te eessen kra caia 7 Whats te Commerce Manara 7 A PESAS Ga OI RP O E undone sanaaauvarenaseunesaamckeanaco vance seuaiaaassmvanaapenmeasanomenseaausiaeameneennes 7 A O eee 7 ANS A A 8 Sirenas Mothe Commerce Manager A E A li 8 ACUSA E 9 SWC EAC IVE S dut seussAcsadtuannasense E 10 Contorno id ici 11 Loading Ext DA O dE 11 Conce pts and Las Kris is a A id 11 Conio draon ACU IV sero acnct ous E E E A 11 Ponle Att S a T E T A A S 12 Creata r Pone AIIDIS neern E a i a a teccuetes 12 Bie ay Prot CAC DULG sitet sins ays st lsh cin hts od vid alse annua ait eh vida aon ini eee heed ed O 13 Deletinea Profile ADU ae ti aids 14 Peay NSTC Wy O 14 Creating a Payment Gate WI ads 15 Edita Paynen Gate Wa A A A a 16 Deleting a RaymentGate Wai AA 17 SHIPpins Regions and Service Level 17 ol A ene aen en eereet ne teagne there tre or nse ner renenn ea isente steneante fracas beneat og eee ent re heer Oe Tenens Reena a ete 18 Editine a SHIppin Recio ia 20 Deleting a SIP PINS ROTO A A a 20 Stores a a Multi Store Mana semental A ange asco sin eee telit 21 A A 21 Y A A 21 O aa Sect ctecn ne sccahancecaadia Sema teeheteia ro ceahcae esac a aeeeeeneesensestaaeets 21 SPPN O iii aid 21 A RR 22 A O ON 22 Crean A a e S 22 Ponne STO AN 23 Delete a oriol aia oc isaienod 24 WAR Codes ANG deponer 24 Cr
82. r a new customer the CSR must first create a customer account before the order can be placed Depending on the CSR s permissions he may modify the item prices in the order Shipping costs and the total price may also be determined and specified by the CSR The system records the CSR s name and attaches it to the order Only CSRs with the proper role may create orders on behalf of customers The privilege to create orders comes in two variants e Basic The CSR may create an order but cannot override prices e Manager The CSR can both create orders and override prices Creating an Order 1 Click the Create Order icon Fie Customer Service Preferences Activity Help SS fan Gat 3 5 Customer Service Search Ta Order Search Results Orders Customers Order Str 10010 She Search Terms optional 10011 She Order Number 10012 She Il 10m1 Thir 2 Select the store you want to create the order in then click OK ALCS Commerce Manager User Manual 63 Create Order Create Order Please select the store in which the order will be created Store Order Locking The idea behind locking orders is to prevent multiple CSRs from modifying the same data simultaneously This could cause unexpected behavior and result in corrupted data When a CSR opts to edit an order it is automatically locked until the order is unlocked no one else is allowed to edit it For example Bo
83. rm administrative functions Users may be assigned multiple User Roles by an administrator Furthermore only administrators may create new CM user accounts and new User Roles The creation of a new User Role involves specifying which Permissions it has Permissions refer to the access rights of a particular feature in the Commerce Manager or a Web Service A number of User Roles come standard with the Commerce Manager While these generic roles may be used in production they are meant to serve as examples and may be replaced with new roles Default and Optional Permissions Below is a list of the default and optional permissions available for each Activity Please note that all users regardless of User Role have access to all six Activities therefore the Default Permissions listed below are granted to all users Activity Default Permissions Optional Permissions Edit Customer Create Customer Segment Edit Customer Segment View Full CC Numbers Edit Orders Customer Service Create Orders Create Edit Returns Create Edit Exchanges Create Refunds Shipping and Receiving View Warehouse reate Picklists View Inventory Complete Shipments Inventory Adjustments ALCS Commerce Manager User Manual 33 lt D O Q O O mi 9 9 ol Q SIA p C 5 O y Y D o a O O 3 5 O 3 uN lt lt lt S olo Z N Vl O Al ol g C a c a S Q lt J D D Z Z Z Z Z
84. roduct at any moment in time A product can be included in the virtual catalog only if it is not already part of that same virtual catalog while exclusion is only enabled when the product is included in a virtual catalog Global Attributes A global attribute is one that can be shared across multiple catalogs This saves administrators from having to recreate the same attribute for every new catalog and results in time savings Creating a Global Attribute 1 Click the Edit Global Attributes button File Catalog Management Preferences Activity Help oa 4 B8 T Catalog Browse E Catalog Search ia a Gg E izsi23123 Snap It Up Catalog 2 Click the Add Attribute button ALCS Commerce Manager User Manual 57 Edit Global Attributes Edit Global Attributes Kev Name Type Usage Required A catDescriptian Category Description Long Text Category Mo a Add Attribute catImaqge Category Image Image Categor Ao Es description Product Description Long Text Product Mo Cancel Fill in the attributes and values for your new global attribute Click Add Click the Save button in the main Edit Global Attributes window Editing a Global Attribute AMAN Click the Edit Global Attributes button Select the global attribute you want to edit Click the Edit Attribute button Make your modifications click the OK button Commit your changes by clicking the Save button in the main Edit Global Attributes win
85. roduct has characteristics can be sold and belong to a Product Type group Product Types are sets groups of related Products A Product Type defines how its constituent products will be displayed which Tax Codes will apply and the Attributes and SKU Options available for a Product Creating a Product 1 Double click on the category that the new product should belong in 2 Click the Create Product button Product Listing amp Create Product Product Code Product Mame English Product Type Brand Default Category List Price 2 No matching product Found 3 Fill out the fields over the next five screens being sure to click Next after the first four and Finish on the last ALCS Commerce Manager User Manual 48 Breakdown and explanation of a Product s attributes This section describes the core fields of a Product Product attributes are divided into the following main sections Product Details e Product Code required a unique internal identifier for a product It is not typically displayed to storefront users e Product Name required the name of the product This is the default name that shoppers will see displayed in the store e Product Type Defines how the product will be displayed and taxed and what attributes and SKU options are available to it e Tax Code Category indicates which tax codes apply to the product e Brand required the product s brand e Store Visible required Enabling
86. s during a particular time frame This could be used to monitor the volume of exchanges refunds and the reasons for returns exchanges The user must specify which warehouse the report is generated for The results may be filtered by time frame the RMA type return exchange or both or by the status of the refund exchange e g completed awaiting stock return Viewing and Exporting a Returns and Exchanges Report Select Returns and Exchanges from the dropdown menu 2 Fill in the fields to specify what data the report should be generated on Again you may click the calendar icon next to the Date fields to bring up a utility to help in selecting the range of dates for the report 3 Click the Run Report button to view your Returns and Exchanges Report You may need to increase the size of the window before you can view this button 4 If you wish to export the report as a CSV Microsoft Excel or PDF file you can do so by clicking on any of the corresponding buttons for the formats Miscellaneous The following tasks can be performed in any of the Activities ALCS Commerce Manager User Manual 95 Passwords Changing Password 1 Open the Preferences menu and click Change Password File Customer Service Mas Activity Help E A Change Password Alt ShiFt T Alt Shirt P arch Res 4 el 1 Change Pagination Settings Orders A Customers Customer ID Search Terms optional Order Number Pee 2 En
87. s status Shipment Created Cancelled If the parent order is On Hold the a No Is inventory shipment will automatically inherit this On Hold Awaiting Inventory assigned for the siatie A shipment F Yes E a a TS ON Inventory Assigned Does the CSR manually No lt release the shipment for Pick Packing system releases shipment for Pick Packing batch job Released For Pick Pack Warehouse Pick Packer creates picklist Pick Pack In Progress Warehouse Pick Packe Credit Card completes picking amp Authorization is Complete packing successful i Figure 8 Shipment Workflow Process ALCS Commerce Manager User Manual 102 Returns and Exchanges Workflow Process me me A E ee ee eee ee ee eee e eaa Return can be cancelled at any time except if the return is already Cancelled Complete Return Exchange Created ls a physical return requested Complete Does the CSR a Yes cancel the return exchange a No aiti Has the warehouse OCI Awaiting Stock A ved hs ciacnar Awaiting CSR Completion Has the CSR completed the Return Exchange Complete Figure 9 Returns and Exchanges Workflow ALCS Commerce Manager User Manual 103 gt Lo D Q gt lt v 3 S Q D Q Y gt Q mi O S V Alt Shift C Switch to Customer Service activity Alt Shift M Switch to Catalog Management activity Alt Shif
88. t The maximum number of products that may be pre ordered or backordered before the next shipment arrives When this limit is reached customers may no longer be able to place a preorder or backorder on the product Searching for a Product 1 Open the Catalog Search tab ALCS Commerce Manager User Manual 54 File Catalog Management Preferences Activity Help amp oe Be W Catalog Browse os Catalog Search Search Terms optional Product Hame Product Code SKU Code Filtersfoptional Brand ALL Brands fadalawd 2 Fill in the fields as desired then click Search Editing a Product 1 Double click on the product you want to edit 2 The product details will open up in a tab to the bottom 3 Edit as desired then click on the Save icon Deleting a Product 1 Select the product you want to delete 2 Click on the Delete Product button y Create Product Qg Delete Product P P Results 1 10 of 3660 List Price Actiwe Usciaa 00 Yes US069 00 Yes UsScaa 00 Yes USD39 00 Yes U5015 00 Yes U50149 00 3 Click OK to confirm the removal of that product ALCS Commerce Manager User Manual Delete Product Are you sure vou want to delete the Following product 10010008 Pentax SCF binoculars 8 x 40 Linking a Category to a Virtual Catalog 1 Select the virtual catalog you want to link a category to 2 Click the Create Linked Category button la Catalog Browse gt a
89. t N Switch to Configuration activity Alt Shift P Switch to Reporting activity Alte ShifteR Switch to Shipping Receiving activity All a Alt Shift S Switch to Store Marketing activity Alt Shift 1 Preferences Change Password Preferences Set Pagination Alt Shift 2 rentas Refresh Active only when an editor is active Active only when an editor is active Save All Active only when an editor is active 0 A lt D Ctrl Shift S Catalog Active only when a virtual catalog is Ctrl Shift C Management Create Category Sub Category in the Catalog Browse View Ctrl Shift View Import Jobs Active only when a virtual catalog is Ctrl Shift L Add Linked Category selected in the Catalog Browse View tree Active only when an item is selected GIE n Open tem in the Catalog Browse View tree Active only when a category within a Ctrl Shift P Create Product catalog is selected in the Catalog Browse View tree Active only when a category within a Ctrl Shift R Add Existing Product virtual catalog is selected in the Catalog Browse View tree Active if a category or linked category Ctrl Shift D Move Category Down that can be moved is selected in the Catalog Browse View tree Ctrl Shift U Move Category Up Active if a category or linked categor ALCS Commerce Manager User Manual 104 that can be moved is selected in the Catalog Browse View tree Clear in Search tab Search in Search tab Ctrl Shift l View Import Jobs Customer Service Cl
90. tal SLRs Lsb999 00 We 10030065 Canon EOS Digital Rebel Camcorders 8 Canon Digital SLRs Lsb999 00 We 10030074 Canon EGS Digital Rebel Camcorders Canon Digital SLRs USDa99 00 We 10030130 Kodak OCS Pro SlRin Ci Camcorders Kodak Digital SLRs USDi599 00 Ye 10030147 Mikon 050 Digital camera Camcorders Nikon Digital SLRs LSD 99 00 Ve 100530177 Canon EGS 5D Digital ca Camcorders 8 Canon Digital SLRs USD2699 00 Ye 10030200 Nikon DMA Digital camera Camcorders 2 Nikon Digital SLRs LIS5D399 00 WE 10030217 Mikon O50 Digital camera Camcorders Nikon Digital SLRs U50799 00 YE 10030223 Mikon DOs Digital camer Camcorders 8 Nikon Digital SLRs UsSDa99 00 We 10030224 Mikon DOs Digital camer Camcorders amp Nikon Digital SLRs 15999 00 We 10030230 Pentax K1000 Digital ca Camcorders s Pentax Digital SLRs LS50359 00 YE 10030231 Mikon 050 Digital camera Camcorders 8 Nikon Digital SLRs 050799 00 YE 10030232 Nikon DSO Digital camera Camcorders 8 Nikon Digital SLRs USD99 00 We 10030250 Samsung G 1L Digitale Camcorders Samsung Digital SLRs U5C399 00 YE 10030253 Canon EOS 100 Digitale Camcorders amp Canon Digital SLRs LUS50649 00 Ye 10050255 Canon EGS 100 Digitale Camcorders Canon Digital SLRs US0649 00 Ye 10030263 Mikon D1 Digital camera Camcorders 2 Nikon Digital SLRs U5SC129 00 YE 10030202 Canon EGS 1Ds Mark II Camcorders 8 Canon D
91. ter your old password then your new password twice Please note that your new password must be at least 8 characters long me Cha nge Password Change Password Please enter your old password then your desired new password Old Password TELLI New Password ATT Confirm Hew Password AA Cancel 3 Save your changes ALCS Commerce Manager User Manual 96 ref Change Password Change Password Please enter your old password then your desired new password Old Password ean Hew Password sssaaa Confirm Hew Password se a Cancel Pagination Settings The pagination settings in the Commerce Manager allow users to change the number of results displayed on every search and filter results screen For example Pagination setting of 10 Results per Page Product Listing y Create Product gt PH Results 1 10 of 97 ALCS Commerce Manager User Manual Product Code Product Mame English Product Type Brand Default Category List Price A iooa0004 Kodak DCS Pro SLR c Dig Camcorders amp 1 Kodak Digital SLRs USD1599 00 10030020 Mikon DOs Digital camer Camcorders Mikon Digital SLRs 150999 00 10030037 Canon EOS Digital Rebel Camcorders Canon Digital SLRs LISD699 00 10030038 Canon EOS Digital Rebel Camcorders Canon Digital SLRs LISD899 00 10030039 Canon EOS Digital Rebel Camcorders am
92. teway Gateway Type paymentGatewayPaypalExpress w Properties Property Key Property Value environment Enter a value gt API L sername lt Enter a value AFIFassword lt Enter a value certificateFile 2 Enter a value paypalExpressCheckoutLRL lt Enter a value gt privateKeyPassword Enter a value Save Cancel Editing a Payment Gateway 1 Select the payment gateway you wish to edit in the tab 2 Click the Edit Payment Gateway button 3 Make your modifications and Save Edit Payment Gateway Edit Payment Gateway Gateway Name My Payment Gateway Gateway Type Properties Property key Property Value environment lt Enter a value gt API sername Enter a value gt APIPassword lt Enter a value certificateFile Enter a value gt privateKeyPassword Enter a value Save Cancel ALCS Commerce Manager User Manual Deleting a Payment Gateway Select the payment gateway you wish to delete Click the Delete Payment Gateway button Click the Delete Attribute button Click OK in the new popup to delete the payment gateway Pe Note If a Payment Gateway is in use the system will not allow its deletion Delete Payment Gateway Confirm a Are you sure you want to delete the Following payment gateway e 2 a PayPal Express Shipping Regions and Service Levels A shipping region is a geographical entity e g country state province that your store ships to Shipping
93. the system but with the benefit of being able to easily change the status back to Active ALCS Commerce Manager User Manual 67 Only authorized CSRs may disable customers Searching for a Customer 1 Open the customer tab s Customer Service Search SE Search Terms at least one required Customer ID Email User ID First Name 2 Fill in the fields as desired then click Search Editing a Customer 1 Search for the customer you wish to edit then double click on the entry in the Customer Search Results tab 2 Please note the tabs at the bottom of the screen Clicking on these will open up the corresponding page allowing you to view and edit according to your needs Customer Profile Addresses Credit Cards Orders 3 Depending on your privileges you may edit a customer s information as required Tab Customer Information and Functions Customer Profile Manage a customer s attributes except address related information their preferred locale and other registration information Addresses Manage a customer s address es and set the customer s default billing and shipping addresses Credit Cards Manage a customer s credit cards and set his default credit card View the details of a customer s order s and create an order for the customer Table 5 Customer Attribute Tab Descriptions ALCS Commerce Manager User Manual 68 4 Save your changes by clicking the Save button in the taskbar or with the Ctrl
94. this option allows shoppers to view the product in the store Please note that a product s visibility is superseded by the settings of its parent category For example if a digital camera has been set to visible but the entire category of cameras has had visibility disabled then the digital camera will not be viewable by customers in the store e Enable Date required specifies when the product will be visible in the Store assuming the Store Visible attribute has been enabled e Disable Date specifies when the product will no longer be visible in the store e Minimum Order Quantity defines how many items of the product a customer must order before the transaction is allowed Product Image You may specify the default image for the product here This image is optional The selected image will be displayed on both the product s details page and as its thumbnail image in search results Additional images can be specified in Product Attributes depending on template layout The system will automatically adjust the dimensions of submitted images for display within the store which minimizes setup time The image is uploaded using the Asset Manager tool For more information on assets see the Assets sub section below Product Pricing Indicates the price tiers defined for the product Please see the section on Tiered pricing for more information Category Assignment Specifies which category or categories a product belon
95. tion Type All Promotions gt Catalog 4 Set the fields for the first screen in the Create Shopping Promotion Wizard then click Next Create Shopping Cart Promotion Create Shopping Cart Promotion Step 1 of 3 Enter promotion details Store Select a store Promotion Name Description Enable in Store Enable Date Time jan 11 20083 07PM Expiration Date Time eee mm na _ The store in which the new promotion will work in This is a required field Promotion Name The name of the promotion This is used for internal purposes only and will not be visible to customers This is a required field ALCS Commerce Manager User Manual 72 Description A description of what the promotion is used for what it does and other details as the creator deems fit This is for internal use only customers will not be able to view this in the storefront This is a required field Enable in Store Whether the promotion should be immediately enabled in the store subject to the enable and expiration date time Enable Date Time When the promotion should become active This is a required field Expiration Date Time When the promotion should be deactivated This field may be left blank if the promotion should be ongoing indefinitely Table 6 Promotion Attribute Descriptions 5 On the second screen set the promotional rules for the new promotion Click Next once you are ready to move on
96. tors and other authorized personnel to configure system and store settings These items include payment gateways shipping regions users and user roles tax related settings and profile attributes Customer Service Activity Allows Customer Service Representatives CSRs to manage orders and customers Reporting Activity Allows users to generate and view various store reports Shipping Receiving Activity Enables users to manage warehouses and inventory and to generate picklists and packing slips Orders returns and exchanges are also all completed in this Activity Store Marketing Activity Enables authorized personnel to set store promotions and configure shipping services Table 1 Descriptions of the Activities ALCS Commerce Manager User Manual Switching Activities 1 Open the Activity menu and click on the Activity you wish to switch to ommerce Manager ile Customer Service Preferences Pida Help A Ga fe Configuration me q Catalog Managemen F Catalog M t Customer Service 4 Customer Service Search 3 Orders amp Customers 0 Store Marketing Search Terms optional dal Shipping Receiving Order Humber Reporting Customer ID Email leer IM ALCS Commerce Manager User Manual Alt 5hift 0 AJE ShiFt 1 Alt ShiFt 2 AlE ShiFt 3 AJE ShiFt 4 Alt ShiFt 5 suits oca gt aaa First Mame 10 Configuring a Store The following steps should be followed in order to configure
97. tton Catalog Browse L Catalog Search ie METIO NEO Snap It Up Catalog th Camcorders Digital Cameras Film Cameras 3 Fill out the fields and click OK Deleting a Category Note Categories can only be deleted if they are empty i e do not contain products or sub categories 1 Select the category you want to delete 2 Click the Delete button Catalog Browse 4 Catalog Search Tee ilgtasas Tl Snap It Up Catalog El Camcorders Digital Cameras 3 Atthe prompt click OK to confirm the category s deletion Delete Category Confirm a re you sure you want to delete the Following category oe Test Organizing Categories 1 You can move a category up and down hence rearranging the order of the categories Simply click on the corresponding buttons in the taskbar ALCS Commerce Manager User Manual 47 Catalog Browse Catalog Search aa Alternatively right click on the category and select either option Catalog Browse 5 Catalog Search Snap It Up Catalog l Camcorders E Digital Cameras Er Sel Film Cameras Point amp Shoot Zoom camera o Point amp Shoot camera Ca E SLR camera un Sper Co Waterproof ca Delete o Waterproof sir 4 Optics Hh Accessories Move Category Down I Move Category Up Ll Service Plan y Create Sub Category y Create Product Products Products in Commerce Manager correspond to real life products Each p
98. ur modifications in the wizard then click Finish on the last page to save your changes 36 3 Fill in the values for your new warehouse then click Save Fl Create Warehouse Create Warehouse Warehouse Code Warehouse Hame Pick delay minutes Address Line 1 Address Line 2 City State Province Region Alabama Zip Postal Code Country United States Cancel Warehouse Code A unique identifier for the warehouse No two warehouses can share the same code The code cannot be changed once the warehouse is created Warehouse Name The name of the warehouse being created Pick delay minutes The maximum time interval between the time that an order is placed and the time when it is automatically released into a warehouse for picking and packing A longer pick delay value gives customers more time to modify and or cancel their orders but may delay order deliveries Address Line 1 The address of the warehouse Address Line 2 If necessary the remaining address information of the warehouse may be specified here City The city the warehouse is located in State Province Region The state province region the warehouse is located in Please note that this dropdown box may be disabled if the country selected contains no state province Zip Postal Code The postal code of the warehouse Country The country the warehouse is located in Editing a Warehouse oi SS Open t
99. users and warehouses are managed This can be done from the Activity menu Activity Help A Customer Service Alk Shire e Catalog Management Alt ShiFt M F Configuration Alt Shift M Reporting A Alt ShiFt P A Shipping Receiving Alt ShiFt R Store Marketing Alt ShiFE S ALCS Commerce Manager User Manual 11 Profile Attributes Creating a Profile Attribute Customer profile attributes specify the information captured when new customers are created by Customer Service Representatives CSRs Profile attributes are available for CSRs to fill in during the customer creation and maintenance processes Note Customizations are required to add new customer profile attributes to the storefront s customer creation screens That is customers will not by default be able to fill in any custom profile attributes at either account creation or account maintenance 1 Click the Profile Attributes link to open the Profile Attributes tab File lonhiguration Freferences Activity Help Aejaz Soola Configuration Customer Profiles a Profile Attributes Payment Gateways gt Payment Gateways 2 Click the Create Attribute button ae istomer Profile Attributes 3 Attribute Key Attribute Mame Attribute Type System Attribute CF_FIRST_NAME First Mame Short Text Yes CP LAST MArmE Last Mame Short Text Yes CP EMAIL Email Short Text Yes CO Ahha hAl S OP Pee mamn i Miickearcncoe Paola ar War 3 Inthe new d
100. which items to retrieve from the warehouse and how to assemble those items into orders The picker can limit the number of shipments the picklist covers For example while there may be 84 shipments awaiting packing a picker may only want to retrieve items for the first 5 shipments The picker can choose to order the picklist by e SKU It is often easier to retrieve all instances of the same SKU on the same trip e Shipment A picker may need to retrieve the components of a particular shipment to meet some deadline The following details are included in the picklist by default e Order Number e Shipment Number e SKU Code ALCS Commerce Manager User Manual 84 Product Name and SKU options e g iPod Nano 4 gigabytes Blue Quantity Customer details Name email and shipping address Gift wrapping style Gift card style and Gift card message if applicable Extra fields may be added via modification of the picklist template please see the Developer Guide for more information Once a picklist has been created the status of the shipment is changed to Picking in progress A picklist is assigned to the user who created it An administrator or worker can view the status of all picklists and if necessary to reprint a picklist Once a shipment is in the Picking in progress state users may print a packing slip for the order A packing slip is similar to an invoice and is included with the parcel The packing slips are custo

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