eCommerce Administration

    Rules

    The Rules module allows site administrators to create actions that are automatically triggered by various events when certain conditions are met.

    3 PARTS TO RULES

    Rules are made up of 3 parts:

    Configure A Custom Checkout Pane

    Stores have the option to create a custom checkout pane within the IndieCommerce checkout flow. In this example, we configure it to offer gift wrapping to customers during the checkout process.

    NOTE: The ‘Custom Checkout Pane’ module needs to be enabled for your site. Please send us a request from the Store Features page (Store > Configuration > Account Information and Preferences > Store Features).

    CONFIGURE THE CHECKOUT PANE

    Navigate to:  Store > Configuration > Checkout

    Setting Sales Tax Rates

    For any online sale, the general rule is: Only in-state orders are taxed. Out-of-state orders are never taxed. So, if an order is shipped to an address within the state or is being picked up at the store, the order is taxed and the store is responsible for remitting this tax to their respective state.

    Affiliate Program

    An affiliate program is a marketing tool that would allow approved participants to earn commissions by placing unique links on their website referring customers back to your website, increasing sales and traffic through your website. How does it work? Once you have accepted someone as an affiliate, they can set up links on their site that will drive traffic to your site. Customers who follow those links are tracked, and if a sale happens during that customer visit, the affiliate commissions are determined (In the end the store is responsible for paying the affiliates directly).

    Available Reports

    There are several reports available to you that you can use to gain insights into sales on your website, who is using your website and other useful information. You can use these reports as they are or you may customize them to suit your needs.

    Navigate to: Store > Reports

    Customize the Order View

     
    The order view (Store > Orders) by default has the following fields:
     
    1. Search by order number
    2. Filter by status
    3. Apply button
    4. Display of:
      1. Action icons
      2. Order ID
      3. Customer name
      4. Order total
      5. Purchase date
      6. Status

    Utilizing the Stock module

    The ‘Stock’ module provides a basic stock tracking system for custom products. Store admins can set the stock level and a threshold for each product SKU. When the stock has decremented to the threshold value an email can be sent to the store admin. When the stock is depleted, the ‘Add to Cart’ button will be replaced with an ‘Out of Stock’ button. The stock count will be decremented as customers make purchases.

    Using Conditional Attributes

    Here is one example of how this feature might work on your website. A customer buys a custom product and would like to give it as a gift and include a gift message. On the custom product page, the customer is asked: "Is this a gift". If they select "Yes", a message dialog box would open for the customer to enter their gift message. If they don't select "Yes", the message dialog box would remain closed.

    Custom Checkout Messages

    If you wish to display a special message to your customers at the end of checkout, a special message pertaining to their order, you may do so using ‘Rules’.

    Example scenarios where a custom checkout message could be used:

    Website Best Practices

    Creating a leading website takes thought and planning, a site is typically considered successful if it is well designed, useful and in e-commerce aspects, lucrative. While different stores each have different website needs, there are some best practices that are global to all sites. In this guide, we explain those best practices and have broken them down into 4 categories:

     

    February 2, 2016 - Store Pricing, Local Store Inventory and Not For Sale

    This webinar covered topics related to pricing and selling books on your IndieCommerce website and included the following:

    •     Store Pricing tool and how to use it effectively
    •     How to avoid purchase of certain books from your site
    •     How to add your store inventory to your website.

     

    Store Pricing Tool

    You have full control on the pricing for any book on your website (eBook prices are set by Kobo).

    4 STORE PRICING TOOL OPTIONS

    Navigate to: Store > Configuration > Store Pricing > Books

    Processing Tax Exempt Orders

    When a customer enters tax exempt information, the tax is removed from the order. While processing the order, store admins can verify the tax-exempt information and if needed add the tax back to the order.

    ADD TAX BACK TO AN ORDER

    Navigate to: Store > Orders > View Orders

    Order Statuses

    Your main page for order review is found by navigating to: Store > Orders. Here you will find a list of all active orders and it is from here that you will process these orders as needed. In this document, we’ll review what each standard order status means, what state that order status belongs to, and how to create custom order statuses of a particular state.

    Paypal

    To offer Paypal as a payment option you (the store) must have your own Paypal account. If you do not have one already you can create one here.  Once registration with Paypal is complete, please send us a request from the Store Features page (Store > Configuration > Account Information and Preferences > Store Features) to enable the Paypal module. We will confirm once the module has been enabled so that you may begin configuring it.

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