ECMS Control Panel

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Revision as of 01:49, 17 February 2009 (view source) Msnyder (Talk | contribs) (→Google Base) ← Older edit		Revision as of 02:04, 17 February 2009 (view source) Msnyder (Talk | contribs) (→Running the Product Import) Newer edit →
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	===Product Import===		===Product Import===
-	====Running the Product Import====
-	# Log into the eCMS control panel for the customer's store.
-	# Click Inventory->Product Import.
-	# At the top of the page, browse to the import file you want to import.
-	# Type should usually be Tab-Delimited as it's the easiest file to work with.  If your file is pipe- or comma-delimited for some reason, select the appropriate option from the drop-down.
-	# Character Set should be fine as-is (Windows-1252).
-	# Enter an email address where you can be notified when the import is complete (this is required).
-	# Generally, you'll want to flip all 3 radio buttons to Yes:
-	#* Update Existing Product Name
-	#* Update Existing Product Description
-	#* Update Sale Pricing
-	# Normally the Filter SKUs settings can remain unchanged - the default will import all SKUs in the import file.
-	# Click the Submit button.  The page will change to tell you that you'll receive an email notification once the import has been processed.
-	#* If you get any other message, there is something wrong with your import file.  Double-check the format and try the procedure again.
-	#* Processing the import can take anywhere from 1-2 to over 30 minutes, depending on the server load at that point in time.
-	CV3's documentation for the process can be found here: [http://docs.commercev3.com/index.php/Product_Import CV3 Product Import Documentation].  It's not the easiest to understand, so we're adding to our own documentation as we figure out what theirs really means.
	===Category Import===		===Category Import===

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Revision as of 02:04, 17 February 2009

Contents 1 Settings 1.1 Overview 1.2 Options 1.3 Shipping Tables 1.4 Shipping Groups 1.5 Google Sitemap 1.6 Google Base 1.7 ChannelAdvisor 1.8 Delete Store 1.9 New Features 2 Design 2.1 Template Tags 2.2 Template Library 2.3 Image Library 2.4 File Library 2.5 Generic Forms 3 Inventory 3.1 Edit Categories 3.2 All Products 3.3 Products By Cat. 3.4 Product Search 3.5 Refined Search 3.6 Custom Product Forms 3.7 Product Discounts 3.8 Product Reviews 3.9 Product Import 3.10 Category Import 3.10.1 Running the Category Import 3.11 Refined Search Import 3.12 Inventory Control 3.13 Price Categories 3.14 Subscription Products 3.15 Vendors 3.16 Recipes 3.17 Gift Certificates 4 Customers 4.1 Search 4.2 Groups 4.3 Members 4.4 Wishlists 5 Orders 5.1 Pending 5.2 Search 5.3 Gift Certificate Emails 5.4 Catalog Requests 6 Wholesale 6.1 Orders 6.2 Approve Wholesalers 6.3 Search Wholesalers 6.4 Shipping 7 Marketing 7.1 Meta Tags 7.2 Gateway Pages 7.3 Email Campaigns 8 Reporting 8.1 Affiliates 8.2 Benchmark 8.3 Bot Tracker 8.4 Cart Abandonment 8.5 Catalog Requests 8.6 Comparatives 8.7 Email Bounce 8.8 Gateway Pages 8.9 Gift Certificates 8.10 Inventory Control 8.11 Opt-Out 8.12 Order Detail 8.13 Product Aging 8.14 Referrers 8.15 Revenue 8.16 Sales Rank 8.17 Search Engine Placement 8.18 Search Terms 8.19 Square In. Analyzer 8.20 Tell a Friend 8.21 Visits 8.22 Wishlist Products 9 Help 9.1 Register for Training 9.2 Message Board

Settings

Overview

The Dashboard where you can see New Feature Release, Site Maintenance, and Quick Stats

Options

Options are where the majority of the site specific functions are set. These range from shipping and tax options, to site display options.

Shipping Tables

Here you can setup and maintain site shipping tables.

Shipping Groups

Shipping Groups are used to further limit shipping options to specific groups of customers that meet the defined criteria, such as State, Country, or product purchase type.

Google Sitemap

Create and edit a Site Map for submission to Google's Site Map program.

Google Base

Creates an XML file that is manually uploaded to Google Base.

ChannelAdvisor

• Settings (all the settings can be left blank if you do not want to use them)
  • Manufacturer:
    • If you use this field you can set it to the field that contains the manufacturer, some people like vitamin companies, would have a manufacturer set.
  • Manufacturer Number:
    • Set to the field that contains this info, usually set to sku.
  • Brand:
    • Some people have their brands set as their categories, in this case you'd select the category, otherwise whatever field contains this information.
  • Use special pricing?
    • Yes or No - If a product is on special and 'No' is selected above, the retail price will be included in the ChannelAdvisor Data Feed.
• Select Products
  • Include all active products
    • Include all active products - meaning all products that are not set as inactive.
  • Include selected products only
    • Include only the products you select below in the datafeed.

Once the feed is set, it will update once a day and can be accessed using the URL that will appear on the bottom of the page once you click the Submit button under the "Pick Up Data Feeds" section.

Delete Store

This will delete your store. You will probably want to avoid clicking this option.

New Features

New Features to eCMS will be listed here, including features, templates, and services.

Design

Template Tags

Template tags offer you an easy way to change the content of your pages, as well as the content of your communications to your customers.

Template Library

Image Library

File Library

Generic Forms

Inventory

Edit Categories

To deactivate a category (Causing $category.inactive to equal 'y') check the "Invisable:" check box.

All Products

Products By Cat.

Product Search

Refined Search

Custom Product Forms

Product Discounts

Product Reviews

Product Import

Category Import

The Category import can be used to import new categories into eCMS, or to update information in existing categories. For example, Hartford York uses this process to upload new meta information for products in their stores.

CV3's documentation explains most of the formatting. A few details:

• URLName is used if you want to be able to link to the category by a named URL instead of /category/<catID> (for example, using /category/furhats). The field should contain only the name, without any slashes or other directory information ('furhats', in our example), and must be a unique name in that store. Spaces are prohibited! (Underscores or hyphens are fine)
• Either Name or ID must be present. If using Name, the full category "tree" must be present in this format: Main~SubCat~SubCat2~...FinalCat.

Running the Category Import

1. Log into eCMS and navigate to the applicable store.
2. Click Inventory->Category Import.
3. Browse to the file you want to import.
4. Set the notification email and click Submit.
   • If you get a response other than "thanks for the file, we'll email you when it's done", your file has a formatting error. Double-check your file and try again.

Refined Search Import

Inventory Control

Price Categories

Subscription Products

Vendors

Recipes

Gift Certificates

Customers

Search

Groups

Members

Wishlists

Orders

Pending

Search

Gift Certificate Emails

Catalog Requests

Wholesale

Orders

Approve Wholesalers

Search Wholesalers

Shipping

Marketing

Meta Tags

Gateway Pages

Email Campaigns

Email campaigns provides a way to create, manage, and organize email 'blasts'. For full documentation read the pdf

Reporting

Affiliates

Affiliates is a way to track affiliate sales through click-throughs and allow other companies or people to receive a commission for sales they generate. Affiliates are tracked through an 'affiliate code' tacked to the end of a URL. For example, if you have an affiliate named 'getpaid' then the URL would be http://www.your-site.com?a=getpaid. You would instruct your affiliates to append '?a=getpaid' to any link to your site. All hits would then be tracked and you can view reports to see how much, if any you traffic your affiliates generate for you and pay them appropriately. From your eCMS control panel expand the Reporting section and click on Affiliates. Then click on the "Add Affiliates" link at the top of the page and fill out the appropriate information.

• Affiliate or Program Name: Pick a unique name for this affiliate.
• Affiliate Code (used in url): This will be code on the end of the URL (http://your-site.com?a=code). Use alpha-numeric *characters to make it(a-z 0-9)easy.
• Email of Report Recipient: Who do you want to receive a copy of the report?
• Commission Rate: This is a numeric value expresses as either a flat rate dollar amount per sale, or a percentage of the total sale without tax and shipping.
• Send Monthly Email Report?: Check yes to enable this. An email will then be sent to the email addressed supplied above.
• Web Address: Affiliate's web site.
• Check Payable To: Payee
• Address 1: Address of Payee
• Address 2:
• City:
• State:
• Zip:
• Country:
• Phone:
• Affiliates can have access to their commission and statistics for the last 12 months. All you need to do is give the affiliate a password and send them to http://yourdomain.com/affiliate.
• Affiliate Section Password: If you want the affiliate to be able to login to your site and view their statistics then supply a password for them.
• Retype Affiliate Section Password:

Benchmark

Bot Tracker

Cart Abandonment

Catalog Requests

Comparatives

Email Bounce

Gateway Pages

Gift Certificates

Inventory Control

Opt-Out

Order Detail

Product Aging

Referrers

Revenue

Sales Rank

Search Engine Placement

Search Terms

Square In. Analyzer

Tell a Friend

Visits

Wishlist Products

Help

Register for Training

Message Board