Previous    Go to End 

 

coreCommerce Setup V7

Contents of this Topic: Show

Overview

This shopping cart's capabilities:

This shopping cart does not need an integration script from the Stone Edge download gateway.

Shopping carts can be defined during the Setup Guide when the program is first installed, or you can enter them at a later date by following these instructions.

Configuring the Shopping Cart

  1. Login to the Admin section of the web site (back-end).

Figure 1: coreCommerce Administrative Login Screen

  1. From the Settings menu, select Plug-In Settings, as shown in Figure 2.

 

Figure 2: Main page of the Admin section of a coreCommerce shopping cart

  1. Select the tab labeled Stone Edge, as shown in Figure 3 to open the Stone Edge Settings page, Figure 4 .   

Figure 3: Plug-In Settings Page

  1. Enter the Username and Password used to login to this section of the web site.

Figure 4: Stone Edge Settings tab

  1. Check the other boxes as necessary to suit the business's needs.

  2. Make a note of the Script URL so you can enter it into the Stone Edge shopping cart definition in the next section.

  3. Select Save>> to retain these settings.

Configuring Stone Edge

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

  2. If you have not yet setup a cart, the program asks if you want to do so now? Respond Yes.

  1. Select Add New. The fields displayed on this screen vary based on the cart type.

  1. Enter a value in Store Name.

  2. Select SumEffect from Cart Type.

  3. Enter your CartID/UserName.

  4. Enter your password in Cart Password and in Reenter Password.

  5. Leave the Store Code field blank.

  6. Enter the value for the script URL at the website into Script URL.

  7. Decide whether to Suppress automatically generated emails from this cart. Selecting this box prevents Stone Edge from sending automated email messages to customers, such as tracking links or order confirmations.

  8. Select Save and the definition is added to the Carts List.

  9. Select 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 User Name and Password credentials, merely the accessibility of the script.

  10. You should see a message similar to the following image. Select OK to acknowledge the script is accessible.

  1. The shopping cart definition is complete! If you have not yet entered or imported supplier information, do that before you import products or all of your products are assigned to the Default Supplier record.

Importing Supplier Information

Importing Products

 

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

  2. Select the appropriate shopping cart definition from the list.

  3. Select Import & Update Data in the Additional Functions section of the screen to open the Shopping Cart Functions screen. The caption of the screen changes to display the cart type.

  1. Select Import Inventory.

  2. The program asks for confirmation that you want to import all products from the shopping cart.

  1. Select OK.

  2. The subsequent screen allows you to refine the product record import process. The choices available depend on the shopping cart system.

    1. Choose whether to Start by deleting all existing Inventory? or to retain existing product data.

    2. If existing product data is not deleted, choose whether to replace all existing data with data from the shopping cart, just selected fields, or do not change any existing data. The last choice basically means that only data for product records which do not presently exist in the store data file are imported.

  3. Select OK.   

  4. When the product import is complete, the program displays a summary of the results.

  5. Select OK.

  6. Select Close to exit the Shopping Cart Functions screen.

Importing Customer Records

 

  1. Go to Main Menu>Settings>System Functions>Shopping Carts.
  2. Select the appropriate shopping cart definition from the list.
  3. Select Import & Update Data in the Additional Functions section of the screen to open the Shopping Cart Functions screen. The caption of the screen changes according to the shopping cart type.

  1. Optional: Select Update Matching Records to allow the import process to update the existing customer record with new information from the shopping cart.
  2. Select Import Customers.
  3. The program asks for confirmation before importing all Customer records from the shopping cart.  
  4. Select OK.   
  5. A message box with the summary of the results appears.

  1. Select Close to exit the Shopping Cart Functions screen.

Importing Orders

  1. Go to Main Menu>Import My Orders>Import My New Orders.

  2. Choose the appropriate shopping cart definition from Select a Shopping Cart.

  3. Select Import via Internet.

  4. If this is the first time you are importing orders from this cart, you are asked if any of the orders have already been shipped. If so, specify the cut-off date. Refer to Knowledge Base topic, First Import, for full instructions.

  5. Refer to Knowledge Base topic Import Orders, for full instructions.

Configuring Order Status Updates

Manual Inventory Synchronization

 

  1. Take a physical inventory and update the QOH of all products at the web store or in Stone Edge.

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

  3. Select the appropriate shopping cart definition from Select a Shopping Cart.

  1. Select Import & Update Data under Additional Functions.

  1. Optionally, select Create Records for New Products.

  2. Choose whether to Include discontinued items with QOH = 0.

  3. Select Get QOH from Website or Send QOH to Website, depending on which one has the accurate QOH figures.

  4. If you Get QOH from Website you are prompted to confirm that action.

  1. Select OK.

  1. A summary of the import is displayed.

  2. Select OK.

  3. Select Close to return to the Shopping Carts screen.

Configuring Real-time Inventory Synchronization

 

Additional Information

Configuring Custom Fields

Shopping Cart Functions

First Import

Import Orders,

Inventory Synchronization

Matching New Records to Existing Customers

Set System Parameters

Status Events,

Status Updates Feature: Basic Requirements

The Stack Controller

SumEffect Parameter Group

 

Created: 1/22/15

Revised:

Published:

Go to Top