CommerceV3 Shopping Cart Setup

Contents of this Topic: ShowHide

Shopping Cart Integration

• Order information is imported directly from the website

• Product records can be imported directly from the website

• Customer records can be imported directly from the website

• Custom order fields cannot be imported from the website

• Manual Inventory Synchronization is supported in both directions (Get/Send)  

• Real-time Inventory Synchronization is supported

• Order Status Updates are supported

Configure the Shopping Cart

1. On your CommerceV3 Dashboard, click Settings, then Options.

2. In the Options list, scroll down and select Order Management Software.

3. Select Order Manager from the drop-down list.

4. Choose whether you would like the promo code to be exported as a coupon. Note: The promo code is passed in the XML in a custom field called "Promo Code" by default. The "Coupon" field is only used if Settings> Options> Order Manager> "Would you like the promo code to be exported as a Coupon?" is set to Yes.

5. Scroll to the bottom of the screen and click Submit.

Configure Stone Edge

1. Go to Main Menu > Settings > System Functions > Shopping Carts. The Store Setup Wizard can also be used to open the Shopping Carts screen.

2. Click Add New.

3. Enter an arbitrary name for the CommerceV3 Web store in the Store Name field. It can be anything you like, but it should be unique. This value is only used internally in Stone Edge.

4. Select CommerceV3 from Cart Type. If the user is only licensed for one shopping cart system, Cart Type displays the name of that system rather than a drop-down list.

5. In the Cart ID/User Name field, enter the username you use to log into your CommerceV3 cart Administration Area.

6. In the Cart Password field, enter the password you use to log into your CommerceV3 cart Administration Area. Reenter you password.

7. Re-enter the password in the Reenter Password field.

8. Enter your CommerceV3 store name in Store Code.

9. Enter www.YOURSTORENAME.com/services/ordermanager/service.php in Script URL. Change YOURSTORENAME to the name of your web store.  If you are using the CommerceV3 test environment, enter Store.CommerceV3.com/services/ordermanager/service.php, instead.

10. Click Save to create the shopping cart definition.

11. Click Test Script URL to validate the path to the script. This button is not visible until the shopping cart definition is initially saved. If successful, the program pops a message box stating "Test passed" and the script version. This test does not validate the Username and Password credentials, merely the accessibility of the script.

12. The shopping cart definition is complete! Continue with other configuration tasks listed below, if they are supported by your shopping cart system.

Importing Products

1. Go to Main Menu > Settings > System Functions > Shopping Carts.

2. Select the appropriate shopping cart definition from Carts List.
3. Click Import & Update Data in the Additional Functions section of the screen.

4. Click Import Inventory.
5. The program asks if it should import all Product records from the shopping cart.  
6. Click OK.   
7. When the product import is complete, Close the Shopping Carts screen.

Importing Customer Records

Customer records are also created as orders are imported if the program does not find a matching customer record in the store data file. Refer to Matching Customer Records to Existing Customers, for more information about that process.

1. Go to Main Menu > Settings > System Functions > Shopping Carts.
2. Select the appropriate shopping cart definition from Carts List.
3. Click Import & Update Data in the Additional Functions section of the screen.

4. Optional: Select Update Matching Records to allow the import process to update the existing customer record with new information from the shopping cart.
5. Click Import Customers.
6. The program asks if it should import all Customer records from the shopping cart.  
7. Click OK.   
8. When the customer import is complete, Close the Shopping Carts screen.

Configuring Custom Fields

• Custom order fields cannot be imported from CommerceV3.

Importing Orders

• Refer to Knowledge Base topic, Import Orders, for general instructions.

Configuring Order Status Updates

This feature is supported, but the status labels or codes must match those used at the CommerceV3 web store. Refer to Knowledge Base topics, Status Events, and Status Updates Feature: Basic Requirements, for more information about configuring Stone Edge to send order status updates to the shopping cart.

1. Set system parameter UseStatusUpdates to TRUE.
2. Set cart-based system parameter UseGenericStatusUpdates to TRUE.
3. Load the default list of Status Events. You may need to set up custom statuses to match those at CommerceV3.
4. Choose the status event which triggers the sending of updates to the cart and select Notify Cart. Be sure the status label selected  under Item or Order EXACTLY the corresponding status in CommerceV3.
5. Ensure that the Local or Shared Stack is up and running.

Configure Real-time Inventory Synchronization

1. Set system parameter SynchQOH to TRUE.
2. Take a physical inventory and update the QOH of all products at the web store or in Stone Edge.
3. Go to Main Menu >  Settings > System Functions > Shopping Carts.
4. Select the appropriate shopping cart definition from Carts List.

5. Click Import & Update Data under Additional Functions.

6. Optional: Select Create Records for New Products to have the program create records for products that do not presently exist in the store data file during the Get or Send process.
7. If the accurate QOH is at the web store, click Get QOH from Website. If the accurate QOH is in Stone Edge, click Send QOH to Website.
8. Click Close to return to the Shopping Carts screen.

9. Click Edit.

10. Select Synchronize Inventory.

11. Click Save.

Additional Information

Shopping Cart Functions

Import Orders

Inventory Synchronization

Matching New Records to Existing Customers

Set System Parameters

Status Events,

The Stack Controller

Created: 9/12/12

Revised: 1/23/15

Published: 09/08/2015