OpenPro Application Guide- E-Commerce Cart Setup Guide
E-Commerce Cart Setup
Ecommerce is located in a folder under your OpenPro folder called ecommerce: http://localhost/openpro/ecommerce/
It can be moved and many copies of this folder can be created, you can have many different websites pointing to the same ERP system back end. They will be setup as separate locations within the ERP system.
Above is what the based E-Commerce site looks like, but you can customize it anyway you want. It can be setup as a link from another website with just a button ADD TO CART.
Before the E-commerce cart is setup, you need to have the following back office ERP items setup, a company added, inventory loaded with pictures of your item and item categories, sales order and business rules need to be completed.
On the ERP side, login and review E-commerce.
There are only 2 options, Specials and E-commerce Orders.
Specials display the first page on the E-Commerce cart. Highlights the items you want to see.
Here is where you setup and add the special items in the system.
To ADD a new one, just key in the part number and click on Add Part to Specials.
After you add it, the system will immediately add that item to the front page.
The products show up in a random order on this first page, if you have enough products to fill the page it will roll over the products on a random basis.
The setup of Items and Item Categories in OpenPro is critical for the E-Commerce cart feature.
In category maintenance, you can have a generalized picture of those items, if an item does not have a specific picture, the generalize picture will show up.
The category must have a Check mark E-Commerce for this group of items to show up on the E-Commerce cart.
The items must be setup for E-Commerce.
When the items is setup, it should be checked E-Commerce, it will show up on the cart. Then add a picture, pricing, category, and other fields to give the customer more information about your products. The more information you give here, then the information will show up on the E-Commerce Detail screen.
Here is the E-commerce item detail screen.
From here the customer can see a history of items they looked at.
Our system takes all the information that was entered in the back office and displays it here.
When a customer decides to purchase an item, they click Add to Cart.
There is an option to add Promotion Codes, different Shipping Methods, Taxes, Notes, etc.
They can Check Out.
Verify their cart, then click Yes if all items are correct.
At that point in time they can login using their UserID (email address) and password.
Or they can add a New User to the system.
They can them choose how to pay for the product purchased.
- If they are an establish customer and have terms, they can choose cash/check.
- If they are a new customer, that option will not be available for them. They can then choose credit card processing.
Under the terms they can still review the charges below.
From here they can review their invoice, see past orders or add a new order.
Invoice view:
To see past orders:
They can check the shipping status of the order.
When an order has been shipped, the tracking number shows up on the order.
They can drill down and see the status of the shipment by opening a new browser window to the Shipping Carriers Shipment tracking page.
On the back office, an order comes in and can be processed like any other sales order in the system.
You have to review the order, resume quote and Place Order.
For all these items to work, the back end system needs to be setup properly.
- items setup – shown earlier how to setup.
- Item Categories – shown earlier how to setup.
- shipping setup with URL links.
- sales order types.
- specials terms.
- tax codes.
- Media codes and discounts.
- credit card processing needs to be setup. Separate manual for this process.
This shows the shipping carrier and the URL link for tracking orders.
Ecommerce code for order type must be setup.
Rules Setup > Maintenance > Order Types
Terms table needs to be setup.
Rules Setup > Maintenance > Terms Codes
Tax codes need to be setup.
Rules Setup > Maintenance > Tax Sales Tables
Added 3 different options that can be turned on or off:
- a customer discount is created for new customer.
- you can specify a customer type for different product discounts.
- Free shipping can be setup. You must setup a shipping code called FREE for the shipping provider.
So when a new customer is added, you can select their customer type for discounts.
So I setup a customer with the Free shipping code.
Then I setup a shipping code, I do not have to make it ecommerce type. Rules Setup > Maintenance > Shipping Rates
Then now when you go to ecommerce the following will happen.
Select items, put in the promotion code.
Then when you check out it zeros out the shipping.
Another logic change was made for the final page if they are a new customer, then they can not click on the cash/check option.
There are several options when setting up the ecommerce shopping cart They are located in the openpro_main.inc file in the root folder of the ecommerce shopping cart.
[Last Review Date November 2017]