ECOMMERCE MANAGER – USER GUIDE FOR MAGENTO 1


Introduction

According to Big Commerce and Square, ecommerce is growing 23% year-over-year. Even 2 in 5 (40%) online shoppers say they couldn’t live without online shopping. However, many e-commerce businesses are struggling to capitailize on their digital sales channels.

So how retailers can manage their business to maximize sales on online channels in the emerging technology world?

Magento Ecommerce Management module including Store Pickup, and Loyalty programs is here to help you create more values for your customers and thus, will boost sales for the whole business.

With Loyalty programs module, your ebusiness can build a strong relationship with their customers and drive more sales from returning ones as well through Reward Point, Store CrediT and Gift Cards. Besides, Store Pickup will satisfy your shoppers with the convenient option of ordering online - picking up in store.

This guide is specially written according to each role of an ecommerce business including manager and staff members. Therefore, you can quickly understand the responsibility of your workforce during the operation of an ecommerce business.

Power up yourself with our Magento Ecommerce Manager solution to convert online sales smarter!


Permission Matrix


I. User Guide For Ecommerce Manager

1.1. Validating Orders and Store Pickup Processing

1.1.1. Validate Orders

1.1.1.1. Check orders in store
1.1.1.2. Process Shipment for customers

Path: Sales > Orders

a. Create shipment

Create shipment

  1. In the Information tab, click on Ship

Create shipment

The New Shipment page like the image above will open and include a customer’s information such as sales info, account, address, payment and shipping method.

Create shipment

  1. Click on Submit Shipment button to complete.

When a new shipment is created, you will see the notification: The shipment has been created

Create shipment

b. Print Packing Slips

Path: Sales > Orders

After a new shipment has been created, if you want to print packing slips:

Print Packing Slips

  1. In the Order page, click on Shipments to open a shipment tab.

 Print Packing Slips

The Shipment page of a particular order will open as above.

  1. Click on Print button to print out your packing slip.
c. Send confirm email to customers

Path: Sales > Orders

Continually, to send confirm email to customers:

Send confirm email to customers

  1. In the Information tab, click on Send Email.

 Send confirm email to customers

Then a popup will appear to make sure that you want to send confirm email to customers.

  1. Click on OK to complete.

 Send confirm email to customers

After that, you will see the notification as above.

1.1.1.3. Request Transfer Stock from other warehouse

Path: Inventory Management > Transfer Stock > Request Stock.

If the store where customers choose to pick up their orders doesn’t have enough stock to provide, it ‘s time to request stock from other warehouses, firstly go to Inventory Management > Transfer Stock > Request Stock.

Request transfer stock from other warehouse

In the Add a New Request Stock tab, let’s fill in the Transfer Code, choose Source Warehouse and Destination Warehouse. Besides, you can fill in the Reason box for resquesting stock.

Then, to prepare product list, click on the Prepare Product List button as the image above.

To add new list of products:

 Request transfer stock from other warehouse

  1. Click on the product needed

  2. Choose the quantity to transfer

  3. Click on Start to Request

A new Stock Request is ready to deliver and receive.

1.1.1.4. Receice Transfer Stock

Path: Inventory Management > Transfer Stock > Request Stock

After the staff of the requested warehouse confirmed transferring their stocks and these stocks are ready to import into your store, it’s time to receive them.

To receive stock from other warehouses, in the Receiving History tab of the created request:

 Receive transfer stock from other warehouse

  1. Click on the request created for receiving

  2. Write the quantity received in Receiving History

  3. Click on Save Receiving

  4. Click on Mark as Completed to end the process.

1.1.2. Deliver orders in store

1.1.2.1. Find pickup-in-store-orders

Path: Inventory Management > Warehouse.

Find pickup in store orders

In the Manage Warehouses page, tick to the warehouse of store in which your customer want to pick up his/her order.

 Find pickup in store orders

Then click View to see the order in the chosen warehouse.

 Find pickup in store orders

View Warehouse page will open and in the Orders section, you can find the order of customer picking up in your store. Apply Filters to find that order easily by following steps in the image above.

1.1.2.2. Print invoice

Print invoice

In the View Warehouse page - section Orders, click on a row of the customer’s pickup-in-store order to see his or her detailed information.

 Print invoice

An Order page will display and allow you to create new invoice for the customer.

 Print invoice

Click on Invoice to create a new invoice for customers.

A New Invoice page will appear with all information of the customer ‘ s order.

 Print invoice

Click on Submit Invoice button. Then a new invoice has been created.

 Print invoice

To print it, click on Print button.

1.2. Running Loyalty Program

1.2.1. Reward points

1.2.1.1. Settings

General Configuration Tab

Settings in Reward Points

  1. Choose Yes to enable Reward Points Extension on the Module

  2. Enter the Point Label. If you leave it empty, the default label “Point” will be used.

For example, if you enter “P” on this field, then instead of showing “1 Point”, it will show “1 P”.

  1. Enter the Point label (plural). (similar as step 2)

  2. Choose File to upload Reward Point Image. Notice that: the recommended sixe is 18x18px. If you leave it blank, the image on template will be used instead.

  3. Choose Yes if you want to use Reward Policy page

  4. Choose Yes to show Reward Welcome Page

Earning Points Configuration Tab

 Settings in Reward Points

  1. You have three options about Rounding Method:

✓ Normal: for example, 10.2 points generated from an order can be rounded to 10, and 10.8 points generated from an order can be rounded to 11.

✓ Up: for example, 10.2 points generated from an order can be rounded up to 11

✓ Down: for example, 10.2 points generated from an order can be rounded down to 10

If you finish editing the field, remember to reindex Catalog Earning Rules, as below:

 Settings in Reward Points

  1. Enter the expiration date of the Points

  2. Enter the maximum number of points allowed in Customer’s balance. If you leave it blank, there will be no limitation.

  3. Choose Yes to allow customers to earn point from tax

  4. Choose Yes to allow customers to earn point from using your shipping service

  5. Choose Yes to allow customers to earn point after spending points.

Spending Points Configuration Tab

 Settings in Reward Points

  1. Enter the minimum number of points in Customer’s Balance is permitted to redeem. If you leave it blank, there will be no limitation

  2. Enter the maximum number of points that customers can redeem in an order. If you leave it blank, there will be no limitation

  3. Choose Yes if you allow customers to spend maximum points at checkout by default

  4. Choose Yes to allow using points for Shipping Fee

Display Configuration Tab

 Settings in Reward Points

  1. Choose Yes to show total point balance next to My Account link

  2. Choose Yes to display collectible Points on Product Page

  3. Choose Yes to display collectible points on Mini cart

  4. Choose Yes to display collectible points on Product listing page

Email Configuration Tab

 Settings in Reward Points

  1. Choose Yes to enable notification email

  2. Choose the name of the Sender who can send email about Balance Updates and Expiration Notifications to customers:

✓ General Contact

✓ Sale Representative

✓ Customer Support

✓ Customer Email 1

✓ Customer Email 2

  1. Choose Email Template sent to customer before a transaction expires

  2. Enter number of days before a transaction empires so that your customer can receive a Reminder Email before the expiration date.

Loyalty Level Configuration Tab

 Settings in Reward Points

  1. Choose Yes to enable Loyalty Level Plugin

  2. Choose Yes to send email before level expires

Rules Plugin Configuration Tab

 Settings in Reward Points

  1. Choose Yes to enable Rules plugin

  2. Choose Yes to show Earning Rule on Shopping Cart Page

1.2.1.2. Manage Earning Rate and Rule
a. Manage Earning rate

Path: Backend > Reward Points > Earning > Earning Rates

Manage Earning Rate

Then the Earning Rates page will be shown, allowing you to do many tasks:

 Manage Earning Rate

Add a new rate

In order to add a new earning rate, you can click on the Add Rate button and then fill out all the required data below:

 Manage Earning Rate

  1. Amount of money spent: Enter a specific amount of money

  2. Earning point(s): Enter the number of points that you want customers to earn when they place orders. It is compatible with the above money spent.

  3. Status: Select Active to enable the earning rate in fronend

  4. Websites: Select the website where customers can earn points

  5. Customer groups: Select the customer groups which are allowed to earn points

  6. Priority: This field allows you to set up the priority level for every earning rule. If there are many rules, then the one with the highest priority will be applied first. In case there are two rates with the same priority, the rate created sooner will be applied.

After you finish filling out all the required data, remember to click on the Save or Save and Continue Edit button to save your work. If you click on the Save button, you’ll be navigated to the Earning rates page and your rate will be shown as below:

 Manage Earning Rate

Edit/ Delete an existing rate

In case you want to edit a rate, please click on the Edit link in the Action column.

Then you will be redirected to the Edit Earning Rate page:

 Manage Earning Rate

After editing the rate as you want, remember to click on the Save or the Save and Continue Edit button to save your work.

To delete a rate, you can go to the Edit Rate page and then click on the Delete button on top of the page.

b. Manage Catalog Earning Rules

Path: Backend > Reward Points > Earning > Catalog Earning Rules

 Manage Catalog Earning Rules

Or you can follow the path Earning > Catalog Earning Rules as below:

 Manage Catalog Earning Rules

Then you can see the Catalog Earning Rule Manager page as below:

 Manage Catalog Earning Rules

Add a new rule:

In order to add a new catalog rule, click on the Add Rule button and fill out all the required data.

General Information tab:

 Manage Catalog Earning Rules

You should pay attention to these following fields:

  1. Rule Name: Set name for a rule

  2. Description: Describe the rule

  3. Status: Select Active or Inactive to allow the rule works or not.

  4. Websites: Select the website you want to apply the rule.

  5. Customer Group: Select types of customers you want to apply the rule.

6,7. Validate from and Validate to: These fields are used to configure the effective time of the rule.

8.Priority: This field allows you to set up the priority level for every catalog rule. If there are many rules, then the one with the highest priority will be applied first.

Conditions tab:

 Manage Catalog Earning Rules

This tab allows you to configure the products to which the rule is applicable. For example, if you want to apply this rule for Dress and Shirts, you can configure the condition as in the image above.

If you leave this tab blank, the rule will be applied for all products.

Actions tab:

In this tab, you can configure the number of points that Customers will receive according to the rule and how to exchange points when they purchase products. There are three options for you to choose:

Option 1: Give Fixed X points to Customers:

Customers will receive a fixed number of points for whatever products they buy.

 Manage Catalog Earning Rules

For example, if you want to give Customers 5 points for purchasing products, then:

  1. Choose Action: Give X points to Customer

  2. Fill in field Points (X): eg: 5

  3. Select Yes for the field Stop Further Rules Processing to stop applying all other Shopping Cart Earning rules or No to apply the rule with the highest priority level.

➪ If Customers purchase a product of $500.00 or $800.00, they will earn 5 points.

Option 2: Give X points for every Y amount of Price:

The more expensive the products Customers buy, the more points they can receive.

 Manage Catalog Earning Rules

For example, if you want to give Customers 5 points for every $200.00 of price they spend and limit the number of points that can be earned to 15, then:

  1. Choose Action: Give X points for every Y amount of price

  2. Fill in field Points (X): eg: 5

  3. Fill in field Money Step (Y): eg: 200

  4. Fill in field Max points earned by this rule: eg: 15

  5. Select Yes for the field Stop Further Rules Processing to stop applying all other Shopping Cart Earning rules or No to apply the rule with the highest priority level.

➪ If Customers purchase a product of $800.00, they will earn 15 points.

Option 3: Give X points for every Y amount of Profit

The more profits get from selling products that Customers buy, the more points they can receive.

 Manage Catalog Earning Rules

For example, if you want to give Customers 5 points for every $200.00 of profit they make and limit the number of points that can be earned to 15, then:

  1. Choose Action: Give X points for every Y amount of Profit

  2. Fill in field Points (X): eg:5

  3. Fill in field Money Step (Y): eg: 200

  4. Fill in field Max points earned by this rule: eg: 15

  5. Select Yes for the field Stop Further Rules Processing to stop applying all other Shopping Cart Earning rules or No to apply the rule with the highest priority level. . ➪ If Customers purchase a product which contributes $800.00 in profit, they will earn 15 points.

After you finish configuring, remember to click on the Save Rule or Save and Continue Edit button to save your work. If you click on the Save Rule button, you will be navigated to the Catalog Earning Rule Manager page and the rule will be shown in the catalog rule list as below:

 Manage Catalog Earning Rules

Edit/ Delete an existing rule

In case you want to edit any catalog rule, please click on the Edit link in the Action column. Then you will be redirected to the Edit Rule page.

After editing the rule as you want, remember to click on the Save Rule or Save and Continue Edit button to save your work.

To delete a catalog rule, you can go to the Edit Rule page and click on the Delete button on the top of the page.

c. Manage Shopping Cart Earning Rules

Path: Backend > Reward Points > Earning > Shopping Cart Earning Rules

 Manage Shopping Cart Earning Rules

Or follow as below:

 Manage Shopping Cart Earning Rules

Add a new rule

In order to add a new Shopping Cart rule, you can click on the Add rule button and fill out all the required data.

General Information tab

 Manage Shopping Cart Earning Rules

You should pay attention to these following fields:

  1. Rule Name : Set rule name, which will be shown on the My Reward page on fronend.

  2. Description: Describe the rule

  3. Status: Select Active or Inactive to allow the rule works or not.

  4. Websites: Select the website you want to apply the rule.

  5. Customer Group: Select types of customers you want to apply the rule.

6,7. Validate from and Validate to: These fields are used to configure the effective time of the rule.

  1. Priority: This field allows you to set up the priority level for every catalog rule. If there are many rules, then the one with the highest priority will be applied first

Conditions tab:

This tab allows you to configure the condition of shopping carts to which the rule is applicable.

 Manage Shopping Cart Earning Rules

For example, if you want to apply this rule only for carts which have Subtotals greater than $300, you can configure the condition as in the image above:

If you leave this tab blank, the rule will be applied for all shopping carts.

Actions tab

In the Action tab, you can configure the number of points that Customers will receive when the rule is applied.

There are three options of actions for you to choose:

Option 1: Give fixed X points to Customers:

Customers will receive a fixed number of X points for whatever order they place.

 Manage Shopping Cart Earning Rules

For example, if you want to give Customers 5 points for purchasing, then: 1. Choose Action: Give fixed X points to Customers

  1. Fill in field Points (X): 5

  2. Select Yes for the field Stop Further Rules Processing to stop applying all other Shopping Cart Earning rules or No to apply the rule with the highest priority level.

  3. Choose the conditions of card items to apply the rule

➪ If Customers place an order of $100 or $1000, they will earn 5 points.

Option 2: Give X points for every Y money spent:

The higher the order values that Customers place, the more points they can receive.

 Manage Shopping Cart Earning Rules

For example, if you want to give Customers 5 points for every $200.00 spent and limit the number of points that can be earned to 15, then:

  1. Choose Action: Give X points for every Y amount spent

  2. Fill in field Points (X): 5

  3. Fill in field Money Step (Y): 200

  4. Fill in field Max points earned by this rule: 15

  5. Select Yes for the field Stop Further Rules Processing to stop applying all other Shopping Cart Earning rules orNo to apply the rule with the highest priority level.

  6. Choose the conditions of card items to apply the rule

➪ If Customers purchase an order of $800.00, they will earn 15 points.

Option 3: Give X points for every Y quantity:

The more products Customers buy from your store, the more points they can receive.

 Manage Shopping Cart Earning Rules

For example, if you want to give Customers 5 points for every 10 items they order and limit the number of points that can be earned to 15, then:

  1. Choose Action: Give X points for every Y qty purchased

  2. Fill in field Points (X): eg. 5

  3. Fill in field Quantity (Y): eg. 10

  4. Fill in field Max points earned by this rule: eg. 15

  5. Select Yes for the field Stop Further Rules Processing to stop applying all other Shopping Cart Earning rules or No to apply the rule with the highest priority level.

  6. Choose the conditions of card items to apply the rule

➪ If Customers purchase an order of 40 items, they will earn 15 points.

After you finish configuring, remember to click on the Save Rule or Save and Continue Edit button to save your work. If you click on the Save Rule button, you will be navigated to the Shopping Cart Earning Rule Manager page and the rule will be shown in the catalog rule list as below:

 Manage Shopping Cart Earning Rules

Edit/ Delete an existing rule

In case you want to edit any shopping cart rule, please click on the Edit link in the Action column. Then you will be redirected to the Edit Rule page.

After editing the rule as you want, remember to click on the Save Rule or Save and Continue Edit button to save your work.

To delete a catalog rule, you can go to the Edit Rule page and click on the Delete button on the top of the page.

d. Manage Earning points by product

Path: Backend > Reward Points > Earning > Manage earning points by product:

 Manage Earning points by product

Or follow the path Earning > Manage earning points by product:

 Manage Earning points by product

Then you will be redirected to the Manage Earning Points By Product page:

 Manage Earning points by product

On this page, you can change the number of earning points for each product by 2 ways:

✓ Tick the product, choose Change Point in dropdown menu of Action box. Then, fill in the number of points you want to set.

✓ Double click on Earning Points column of the product you want to edit. Insert the number of points as you prefer, then click on Ok

 Manage Earning points by product

Please note that Earning Points for products takes priority over catalog rules, and shopping cart rules may still apply.

1.2.1.3. Mange Speanding Rate and Rule
a. Manage Spending Rate

Path: Backend > Reward Points > Spending > Spending rates

Manage Spending Rate

Or follow the path below:

 Manage Spending Rate

Then the Spending Rates page will be shown, allowing you to do many tasks:

Add a new rate

In order to add a new spending rate, you can click on the Add Rate button and then fill out all the required.

 Manage Spending Rate

  1. Spending Points: Enter a specific number of spending points

  2. Discount received: Enter the amount of money which will be discounted, compatible with the above spending points.

  3. Status: Select Active or Inactive to allow the rule works or not.

  4. Limit Spending points based on fixed amount or a percentage amount of Total Order Value or none of which are applied.

  5. Websites: Select the website you want to apply the rule.

  6. Customer Group: Select types of customers you want to apply the rule.

  7. Priority: This field allows you to set up the priority level for every catalog rule. If there are many rules, then the one with the highest priority will be applied first.


Confidential Information Notice

Copyright 2017. All Rights Reserved. Any unauthorized reproduction of this document is prohibited.

This document and the information it contains constitute a trade secret of Magestore and may not be reproduced or disclosed to non-authorized users without the prior written permission from Magestore. Permitted reproductions, in whole or in part, shall bear this notice.