1. E-commerce features Getting started with the E-commerce Solution Installing your sample E-commerce Site

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1 Kentico 8

2 E-commerce features Getting started with the E-commerce Solution Installing your sample E-commerce Site E-commerce user interface Mobile device support Configuring and managing your store Store overview E-commerce website settings E-commerce web.config settings Multilingual store Multisite store Multisite store basic configuration scenarios Enabling global E-commerce objects Using site and global E-commerce objects Using site and global E-commerce settings Multisite store special cases Multisite store security Departments Products Adding new products Importing products using Kentico Import Toolkit Managing stand-alone SKUs Managing product types and product section types Managing product representations Managing Standard products Managing E-commerce memberships Managing E-products Managing Donations Managing Bundles Working with product options Example - Adding a product with Attribute options Example - Adding a product with Products options Example - Adding a product with a Text option Working with product variants Example - Adding a product with variants Product statuses Manufacturers Suppliers Discounts Working with catalog discounts Example - Applying a catalog discount Working with order discounts Example - Applying an order discount Working with free shipping offers Example - Redeeming a free shipping offer Working with volume discounts Example - Applying volume discounts on a selected product Working with discount coupons Working with product coupons Working with coupons for order discounts and free shipping offers Configuring discount rules Example - Adding a catalog rule Example - Adding an order rule Tax classes Currencies Exchange rates Customers Checkout process Orders Order statuses Shipping options Payment methods Customers credit Payment gateways Configuring Authorize.NET Configuring PayPal Payment results Invoices Customizing and developing your store Integrating further functionality to the E-commerce Solution E-commerce customization model E-commerce customization examples Creating a custom payment gateway Importing products using API Store reports Using the Store reports dashboard Generating E-commerce sample data

3 5 Store security E-commerce permissions E-commerce UI personalization E-commerce department administrators

4 E-commerce features The features Departments Manage your on-line store departments to organize the products and services that you offer to your customers. Products Manage the products and services that you offer in your on-line store. Product options Manage options that you added to the offered products and services. For example, you can offer the same product in multiple colors, configurations, etc. Product variants Manage variants of your main products. For example, you can offer T-shirts in different sizes and colors. Each combination of size and color, i.e. product variant, behaves in the system as a separate product. Manufacturers Manage manufacturers who make the products and provide the services that you offer in your on-line store. Suppliers Manage suppliers who supply the products and deliver the services that you offer in your on-line store. Product image galleries Create galleries of the offered products. For example, you can present your customers with featured images of given products. Product categories Sort the products and services that you offer to your customers based on topic-related groups. Multilingual products Present the products and services that you offer to your customers in multiple language versions. Product workflow Set up a reviewing and approval process to ensure quality of your website's content and design. Multiple currencies and exchange rates Allow your customers to make orders in currencies different from the on-line store main currency. Configurable tax calculation based on country and state

5 Calculate taxes based on location. Discounts Flexibly combine and grant your on-line store customers the following types of discounts: Catalog discounts - grant your eligible customers discounts on selected products. Order discounts - grant your eligible customers discounts on their whole shopping. Free shipping offers - grant your eligible customers the benefit of free shipping. Volume discounts - offer your customers better prices if they purchase specified amounts of given products. Bundles - offer and sell your customers multiple products of various kinds as single products for special prices. Besides, you can motivate your customers to purchase more products by providing them with discount coupons. The customers can exchange these virtual vouchers for various types of discounts (order discounts, free shipping offers, discounts on selected products). Customers Manage your on-line store customers. Orders Manage orders that your customers placed while purchasing in your on-line store. Site-specific and global data Learn how you can use site-specific objects available only on the respective sites and global objects shared across all your sites. Reports and statistics View reports and statistics related to your on-line store. Custom providers Add your custom providers for alternative shipping and tax calculations. Checkout process Add checkout process steps and further customize the checkout process to best suit your and your customers' needs. Payment gateways Use payment gateways such as PayPal or Authorize.NET, and integrate your own payment gateways. E-commerce documentation sections Getting started with the E-commerce Solution Learn the basics of the Kentico E-commerce Solution. Configuring and managing your store Learn how you can set up your on-line store and perform all necessary configuration and management tasks to start and develop your e-business. Customizing and developing your store

6 Learn how you can adapt your on-line store to best suit your e-business needs. Store reports View interactive reports informing you about the progress of your e-business. Store security Learn how you can set up and manage the security features of your on-line store. Getting started with the E-commerce Solution Whether you are a newcomer to or an experienced user of Kentico, this section gives you an introductory insight into the Kentico E-commerce Solution. Specifically, the section: describes how you can install your sample E-commerce Site, describes in which parts of the system's administration interface you can find e-commerce features, outlines mobile device support. The Kentico E-commerce Solution offers the users, i.e. customers and store owners, a flexible, feature-rich e-commerce platform that addresses a wide range of e-business needs. On-line store customers Among other features, the Kentico E-commerce Solution allows your on-line store customers to: purchase via the integrated shopping cart, check the status of their orders, subscribe to newsletters, etc. On-line store owners As the owner of websites employing the Kentico E-commerce Solution, you have tools for: managing your customers' orders, managing shipping options and payment methods, managing products, manufacturers, suppliers, etc., and much more. Installing your sample E-commerce Site Examples in the E-commerce features section are based on the sample E-commerce Site. In order to try out the examples in practice, we recommend that you install the E-commerce Site first. You have either installed Kentico (but without the E-commerce Site) already, or you are going to run a new installation of the system. New Kentico installation Launch Kentico_<version>.exe and follow the instructions in Installing Kentico - custom installation. In the last dialog, i.e. Sample sites, select E-commerce Site and click Install. Alternatively, if you prefer a fully automatic installation, follow the instructions in Quick installation on a local machine. After the system successfully finishes the installation, you can launch the sample E-commerce Site.

7 Existing Kentico installation If you have already installed Kentico but without the sample E-commerce Site, you can add the site using the New site wizard. Open the Sites application and click New site wizard. In Step 1 of the wizard, select Use website template and click Next. In Step 2, select E-commerce Site from the list of available website templates and click Next.

8 Go through the rest of the wizard as described in Creating new sites from templates. We recommend that you leave the default settings unless you really need to change them according to your specific requirements. When the wizard finishes, you can see in the Sites application that the sample E-commerce Site is listed among other available sites Run the E-commerce Site. Go to Applications and click Live site. The system opens the home page of the sample E-commerce Site.

9 E-commerce user interface Once you install Kentico and the sample E-commerce Site, it is a good idea to get familiar with the parts of the system's user interface where you can find the E-commerce Solution features: E-commerce Products Settings -> E-commerce You can find further details in Using the Kentico interface. E-commerce Here you can find the Kentico E-commerce Solution features, i.e.,,, etc. You can also configure your on-line Orders Customers Products store from here.

10 Settings -> E-commerce Here you can configure the Kentico E-commerce Solution settings that determine the behavior and functionality of your on-line store. See E-c ommerce website settings for more details. You can configure the Kentico E-commerce Solution settings also in Store configuration -> Store settings (current site configuration), and Multistore configuration -> Store settings ( global configuration).

11 Products Products are the most important objects that make up your on-line store. The Products application is where you can find and manage all of your products. See Products for more details. The tree structure in the Products application corresponds to that in Pages -> Products. This means that the Pages application is where you can also find and manage your products. Mobile device support The number of visitors who access websites using their mobile devices is high these days. With the Kentico E-commerce Solution, you are

12 well prepared for this challenge as your on-line store website supports all commonly used mobile platforms, such as Android, Symbian, Blackberry, etc. Configuring and managing your store In this section you can configure and manage the features that build up your on-line store. To learn how you can configure and manage these E-commerce Solution features, use links in the navigation pane on the right, or in the descriptions below. Store overview Learn how you can personalize a dedicated E-commerce Solution widget dashboard to contain frequently used sources of information and tools. E-commerce website settings Learn where you can configure settings that determine the behavior and functionality of your on-line store. E-commerce web.config settings Learn what web.config keys you can add and configure to modify the behavior and functionality of your on-line store. Multilingual store Learn how you can translate your store content into multiple languages. Multisite store Learn how you need to configure your store if you intend it to run in a multisite environment. Departments

13 Learn how you can optimize your on-line store product management by segmenting products and assigning responsible managers. Products Learn how you can configure and manage the most important objects in your on-line store. Product statuses Learn how you can assign statuses to the products both for your internal purposes, and to provide your customers with further information about selected products. Manufacturers Learn how you can manage manufacturers of your products. Suppliers Learn how you can manage suppliers of your products. Discounts Learn how you can effectively motivate your customers to purchase more products. Tax classes Learn how to configure taxes that your customers must pay if they purchase products in your on-line store. Currencies Learn how to configure your store to allow your customer to purchase the offered products in multiple currencies. Exchange rates Learn more about what you need to do to allow your customer to purchase the offered products in multiple currencies. Customers Learn how you can manage both your registered and anonymous customers. Checkout process Learn how to configure a fully personalized mechanism that your customers must go through if they want to purchase products in your on-line store. Orders Learn how you can manage orders placed by your registered and anonymous customers. Order statuses Learn how you can label orders placed by your customers for your internal business purposes. Shipping options Learn how you can manage ways of delivering ordered products to your customers. Payment methods Learn how you can manage ways in which your customers can pay for ordered products.

14 Invoices Learn how to configure a template that the system uses when generating order invoices. Store overview The Store overview application provides a widget dashboard that you can personalize to contain frequently used sources of information and tools. The dashboard is intended as an overview of the system's E-commerce Solution features. Kentico offers many different widgets, which you can configure and place on the board. For example, you can use widgets to view various e-commerce reports (e.g. monthly sales, sales by order status, etc.), to display a list of products, orders, etc. that match a specified filter, or to check whether all required e-commerce settings are configured correctly. E-commerce website settings You can configure the Kentico E-commerce Solution settings that determine the behavior of your on-line store in the Settings application in the E-commerce category. Alternatively, you can configure your on-line store settings in the Store configuration application in the Store settings section. The system doesn't allow you to configure payment gateways settings from this location. To configure your on-line store settings, take the following steps: Open the Settings application. Select the E-commerce category from the settings tree. Select a site using the Site drop-down list. You can select a specific site, for example E-commerce Site, to configure settings only for this site. You can select (global) to configure global settings for your whole on-line store. You can configure global settings for your on-line store also in the Multistore configuration application in the Sto re settings section. Configure your on-line store as required. Separate sites inherit the system's global settings if Inherit from global settings next to corresponding sitespecific settings is selected.

15 E-commerce You can find a detailed description of settings contained in this category in Settings - E-commerce. Global objects You can find a detailed description of settings contained in this category in Settings - Global objects. For information on how you can allow the use of and configure global objects in the Kentico E-commerce Solution, see Enabling global E-commerce objects. Payment Gateways -> Authorize.NET You can find a detailed description of settings contained in this category in Settings - Authorize.NET. For more information on the Authorize.NET gateway configuration in Kentico, see Configuring Authorize.NET. Payment gateways -> PayPal You can find a detailed description of settings contained in this category in Settings - PayPal. For more information on the PayPal gateway configuration in Kentico, see Configuring PayPal. Store configuration You can configure the Kentico E-commerce Solution settings that determine the behavior of your on-line store on the current site also in the Store configuration application in the Store settings section. To configure your on-line store settings, take the following steps: Open the Store configuration application. Select Store settings. Switch to selected tab(s). Configure your on-line store as required. The current site inherits the system's global settings if Inherit from global settings next to corresponding settings is selected.

16 You can configure global settings for your on-line store in the same way in the Multistore configuration application in the Store settings section. The system offers the following tabs while configuring your on-line store in this part of the administration interface: General tab You can find a detailed description of settings available on this tab in Settings - E-commerce. In the Currencies section, you can configure your on-line store main currency. The system uses the store main currency as base for calculation of exchange rates. If you change the main currency, the system allows you to select items, for example discounts, taxes, etc., to be converted to the new main currency based on the current exchange rate. s tab Here you can modify your on-line store settings related to s. You can find a detailed description of settings available on this tab in Setti ngs - E-commerce. On-line marketing tab Here you can modify your on-line store settings related to on-line marketing. You can find a detailed description of settings available on this tab in Settings - E-commerce. Global objects tab Here you can modify settings related to the use of the Kentico E-commerce Solution global objects on the current site. The system allows you to use: site-specific objects available on your separate sites only global objects shared across all these sites You can find more details in Settings - Global objects. E-commerce web.config settings You can modify your on-line store behavior and functionality by adding and configuring keys in your project's web.config file. Configuring E-commerce Solution web.config settings You can configure E-commerce Solution keys in the appsettings section of the web.config file (located in the root of the website):

17 <configuration> <appsettings> <add key="cmsenableorderitemediting" value="true" />... </appsettings> </configuration> The system offers the following E-commerce Solution keys: Key Description CMSEnableOrderItemEditing If set to true (default value) and the order is not marked as paid, you can Edit ( ) order item price, name and quantity. CMSUseMetaFileForProductImage If set to true (default value), the system asks the user, while creating or editing a product ( product option), to select a product image from the file system on their computer. The system then uploads the product image to a server, and saves it as a product metafile (a product image document of the cms.file type is not created). The path to this metafile is saved as the product image path ( SKUImagePath). If set to false, the system asks the user to select a document of the cms.file type as a product image. The path to the selected document is saved as the product image path ( SKUImagePath). CMSShoppingCartExpirationPeriod Specifies the number of days after which the shopping cart is considered expired. The Deleting old shopping carts scheduled task removes the shopping cart from the system. Configuring your custom web.config settings You can add your custom settings (keys and their values) into the appsettings section of the web.config file (located in the root of the website). Use the AppSettings property of the CMS.Base.SettingsHelper class to work with your custom settings. Example The example shows how you can get the value of the MyCustomKey key. string value = CMS.Base.SettingsHelper.AppSettings ["MyCustomKey"]; Multilingual store Kentico allows you to have your website content translated into multiple languages. In your multilingual stores this applies to products, which

18 can have different language versions. The system can display to your customers different language versions of your on-line store content automatically based on various settings. Your customers can also switch between languages manually using dedicated web parts. Multiple language versions If you enabled multilingual support in your on-line store (in Sites -> Edit ( ) site -> Cultures), you can see a dedicated section with language selection options above the product sections tree. Using these options, you can switch between available language versions of the currently selected section or product. The Languages column in the products list indicates which language versions (cultures) are currently available on your site. Language version comparison: You can click Compare to switch to the language version comparison mode and edit language versions side-by-side. However, currently you can localize only product fields in General tab -> Custom properties (except for those added to the Ecommerce - SKU table), and the following fields in General tab -> General: Product name Short description Description Besides, you can localize the Section name field when editing a product section. Only a product that you created the recommended way (i.e. that you created as SKU + associated product type document) can be localized. This means that a separate product object (i.e. stand-alone SKU) cannot have different language versions. Multisite store The system allows you to use in your on-line store both site-specific objects, and global objects shared across all your sites. This approach gives you more flexibility and is highly effective in a multi-site environment, for example when hosting several E-commerce sites for different clients. Each multi-site environment website employing the Kentico E-commerce Solution has three groups of objects: Objects with both site and global option include E-commerce Solution objects which you can use either as site-specific objects, or as site-specific objects together with global objects. You can find further details in Using site and global E-commerce objects. Objects with only site or global option include E-commerce Solution objects which you can use only separately, i.e. either as site-specific objects, or as global objects.

19 You can find further details in Using site and global E-commerce settings. Special case objects include site-bound E-commerce Solution objects, for which there are no global object settings available. You can find further details in Multisite store special cases. Multisite store basic configuration scenarios explains basic E-commerce Solution configuration scenarios in the context of multi-site environment. Enabling global E-commerce objects explains how you can allow global data on a selected site. Multisite store security explains security matters related to the Kentico E-commerce Solution employed in a multi-site environment. Multisite store basic configuration scenarios This page describes basic E-commerce Solution configuration scenarios in the context of multi-site environment. There are three such scenarios: Single site (on-line store) If you only have one on-line store, we recommend that you use site-specific data only. This approach helps you build other on-line stores in the future easily. Multiple sites (on-line stores) with one owner This scenario concerns multiple sites (on-line stores) that are owned and managed by a single owner. Typically, the owner wants to share global data across more sites. Configuration of objects with both site and global option and configuration of objects with only site or global option cover typical use of global data in this scenario. Multiple sites (on-line stores) with multiple owners This scenario concerns multiple sites (on-line stores) that are owned and managed by different owners. Typically, you cannot use global data because of the different owners of on-line stores. Therefore, owners must configure each website to use site-specific data only. Enabling global E-commerce objects This topic explains how authorized users can allow the use of global objects for the E-commerce Solution. Such users can perform the task using three different applications: Settings 5. Settings Multistore configuration Store configuration To allow the use of global objects for the E-commerce Solution: Open the Settings application. Specify the site using the Site drop-down list. You have the following options: Select (global) to perform a global configuration. Select one of the available sites to perform a site-specific configuration. Select E-commerce -> Global objects in the settings tree. Select objects that you want to use as global objects. Click Save. For further information on how you can configure the system's settings, see Configuring settings for sites.

20 Multistore configuration To allow the use of global objects for the E-commerce Solution globally, i.e. for all your sites: Open the Multistore configuration application. Switch to Store settings -> Global objects. Select objects that you want to use as global objects. Selecting objects in the Allow global objects for category results in allowing global objects that you can use together with site-specific objects. Selecting objects in the Use global settings for category results in allowing global objects that you can use only separately from their site-specific counterparts. Click Save. Because you can perform only a global configuration of the Kentico E-commerce Solution in this application, i.e. you cannot select a specific site, the system behaves as if you selected (global) in the Site drop-down list in the Settings application. Store configuration To allow the use of global objects for the E-commerce Solution on the current site: Open the Store configuration application. Switch to Store settings -> Global objects. Select objects that you want to use as global objects. Selecting objects in the Allow global objects for category results in allowing global objects that you can use together with site-specific objects. Selecting objects in the Use global settings for category results in allowing global objects that you can use only separately from their site-specific counterparts. Click Save. Optionally, you can configure the system to inherit settings for selected E-commerce Solution objects from your global settings. You can do this by selecting Inherit from global settings for these objects. For further details, see Configuring settings for sites.

21 Managing global objects Global objects can only use data from other global objects. Therefore, if you're editing a global object, the system offers in its editing interface only global data. The global objects settings for the current site have no effect. Example You can place global products in global departments only. Besides, global products can have only global manufacturers, suppliers, etc. assigned. Also the price of global products is set in a global store currency. Using site and global E-commerce objects This group includes objects that you can use on a given site in two ways, either as only site-specific objects, or as site-specific objects and global objects together. The following objects belong to the group: Products Product options Manufacturers Suppliers Product coupons Departments Shipping options Payment methods Site-specific and global objects If you allow global objects belonging to this group for a given site, the system displays the Available property while creating a new object. You have the following options: only on this site - the option allows you to create a new site-specific object. globally - the option allows authorized users to create a new global object. If global objects belonging to this group are allowed for a given site, the system informs the users about availability of such objects (the Available column on the object listing pages). Site-specific objects If you don't allow global objects belonging to this group for a given site, you can create only site-specific objects on this site (the Available pr operty is hidden while creating new objects).

22 Products As products are the most complex objects in the E-commerce Solution, the Products application offers a more complex administration interface. If you allow global products for a given site, the filter allows you to view global products, site-specific products, or a mix of global and site-specific products. If you don't allow global products for a given site, the system displays only products created on this site. If you allowed global products for a given site and decide to add a new product (by clicking New and selecting an appropriate product type from the Product types list), you can select from the following SKU (product object) binding options: Create new SKU (recommended) - creates a new site-specific SKU; the recommended option. Create new global SKU - creates a new global SKU. Create product with existing SKU - click Select and then select the required SKU (site-specific or global) in the Select product dial og. Using site and global E-commerce settings This group includes objects that you can use on a given site only separately, either as site-specific objects or as global objects. The following objects belong to the group: Tax classes Currencies Exchange rates Customers credit Order statuses Public statuses Internal statuses Invoice

23 Global objects If you enable global settings for objects belonging to this group on a given site, the system lists only global objects. Site-specific objects If you don't enable global settings for objects belonging to this group on a given site, the system lists only site-specific objects. The Copy from global action allows you to copy global settings for the given object. Copying from global settings If there is a site-specific object with the same code name like a corresponding global object, the system updates the site-specific object with global data. If a site-specific object has no such counterpart among global objects, the object is lost. However, only if there is no dependency on other objects in the system. If so, the object is disabled and remains in the system. Exchange rates You can apply the following combinations of currency and exchange rate settings while configuring your on-line store: Site settings for currencies + site settings for exchange rates Global settings for currencies + global settings for exchange rates Global settings for currencies + site settings for exchange rates The system allows you to view prices in different currencies, both in the administration interface and on the live site. In order for this to be possible, the system performs one or two currency conversions based on your store configuration. One currency conversion The system performs one currency conversion from the main currency to other currencies, i.e. from the site-specific main currency to other site-specific currencies or from the global main currency to other global currencies. You can see one table in the administration interface. This concerns the following configurations: You allowed no price-related global objects (i.e. global products, global product options, global product coupons or global taxes) on the site. You allowed at least one type of price-related global objects on the site and the system uses global settings for currencies on this site. You allowed at least one type of price-related global objects on the site and the system uses site-specific settings for currencies on this site. The global main currency and the site-specific main currency have the same code names. This configuration doesn't take effect if the price is converted from a global currency XY to a site-specific currency XY, and the

24 site-specific currency XY is not the main currency on the given site (regardless of the currencies' code names). Two currency conversions The system performs two currency conversions, the first from the global main currency to the site-specific main currency and the latter f rom the site-specific main currency to other site-specific currencies. You can see two tables in the administration interface. This concerns the following configuration: You allowed at least one type of price-related global objects on a given site and the system uses site-specific settings for currencies on this site. The global main currency and the site-specific main currency don't have the same code names. Multisite store special cases Considering multi-site environment, this group includes special-case objects. This is because these objects are neither objects with both site and global option nor objects with only site or global option. The following objects belong to this group: Orders Orders Customers Discounts The system binds orders to specific sites. Customers The system binds anonymous customers to specific sites. It also binds to specific sites registered customers (through their user accounts). Such dependencies allow your customers to have preferred currencies, payment methods and shipping options on different sites.

25 Customers credit Your customers can have global credit, and credit bound to specific sites. However, they cannot mix global and site-specific credit together. This means your customers can pay on a given site either with global credit or with site-specific credit. Discounts The system binds to specific sites the following types of discount: Catalog discounts Order discounts Free shipping offers Discount rules The discount rules are objects that you can use on a given site only as global objects, i.e. objects shared across all your sites. Multisite store security Enabling the use of global objects Only users with the Global administrator privilege level can enable the use of global objects. Managing global objects Only users with the Global administrator privilege level or users with the Modify global data and Modify global configuration permission s can create, modify and delete global objects. See Store security for more details. Departments The Departments application helps you organize your product management efforts. It allows you to specify users responsible for the management of products in selected departments of your on-line store. This means you can have different product managers, for example, for the Books department and for the Electronics department. You can create a single department and place there all your products. If you run a bigger store, your better option is to create multiple departments and have them managed separately by specialized product managers. Departments are a different feature from product categories displayed to the visitors of your website. When creating a new product or editing an existing one (on the General tab), you can specify a department under which this product should be placed. You can do this by using the Department drop-down list, or you can add a new department. Managing departments

26 You can manage your on-line store departments in the Store configuration application on the Departments tab (or in Multistore configuration -> Departments; global departments only). Here, the system displays a list of all defined departments. You can add new departments by clicking New department, and you can modify properties of existing departments after clicking Edit ( ) in the Actions colu mn. You can also remove departments from your on-line store by clicking Delete ( ) next to respective department items. When editing a department, the system offers the following tabs to specify its properties: General General Default tax classes Users Here you can edit general properties of the current department. Display name - specifies the name of the department displayed to users on the live site and in the administration interface. Code name - specifies the name of the department used by developers in the code. Default tax classes Here you can specify which taxes the system automatically applies to all new products from the currently edited department. To add tax classes, click Add tax classes and select appropriate tax classes in the displayed selection dialog. You can remove selected tax classes from the list at any time using the Remove selected action. You can also remove all listed items at once by clicking... and performing the Re move all action. Users Here you can specify which users can manage products in the currently edited department. To add a user, click Add users and select appropriate users in the displayed selection dialog. You can remove selected users from the list at any time using the Remove selected acti on. You can also remove all listed items at once by clicking... and performing the Remove all action. Products Products are the most important objects in your on-line store. They feature the actual products and services that you offer and sell in multiple product types to customers. Your customers can purchase products separately or with options, which may include various product accessories, additions, etc., or represent product attributes, e.g. its size or color. Besides, the Kentico E-commerce Solution allows you to offer your customers selected products as variants. You can configure the system to track inventory both for products and product variants. You can assign internal and public statuses to products to inform users about products' current state (both from the point of the life cycle and marketing value). You can also specify manufacturers and suppliers for your products, same as attach images and other types of files to the products to enhance your customer's purchase experience. In Kentico, products exist as product objects (often referred to as SKUs) associated with product type documents. This means that if you want to present a product on your website, you need to display a product type document with a product object assigned to this document. Managing products in the Products application You can manage products in the Products application (alternatively in the Pages application). In this part of the administration interface, you can see the product sections tree representing a selected part of your website structure. You can also see a list of all products placed into the currently selected section. The content of the Products application page is determined by your on-line store settings and the configuration of the product filter.

27 Product sections tree The sections tree shows (if displayed) a selected part of your website structure, either with or without the contained products. If you select a section, the system lists all products contained in the section. If you select a product, the system displays its editing interface, allowing you to modify the product's properties. Deleting a section or product If you decide to delete a section or product, a dialog opens prompting you to enter the Delete ( ) action parameters. The dialog's Assigne d SKU section allows you to specify what happens with the SKU (product object) upon deletion of the associated product type document: Delete SKU if possible otherwise disable it (recommended) - the system deletes the product type document, same as the assigned SKU if no preclusive dependency exists (e.g. the product is not contained in any order). Otherwise, only the document is deleted and the SKU is disabled and remains in the system; the recommended option. Delete SKU if possible - the system deletes the product type document, same as the assigned SKU if no preclusive dependency exists (e.g. the product is not contained in any order). Otherwise, only the document is deleted and the SKU remains in the system. Disable SKU - the system deletes the product type document, and the assigned SKU is disabled and remains in the system. Do not delete SKU - the system deletes only the product type document. Multilingual store Running a multilingual store allows you to switch between multiple language versions of the currently selected section or product. You can also enable the language version comparison mode and edit section/product language versions side-by-side. Stand-alone SKUs If stand-alone SKUs are allowed on the current site, the Stand-alone SKUs node is displayed above the sections tree. This node allows you to view a list of all stand-alone SKUs (product objects) existing on the current site. Products list In a selected section, you may need to display only products matching certain search criteria (name or number, department, manufacturer, etc.). To do so, select either a simplified or advanced filter, enter the required values and click Search. The following actions are available if a section is selected from the sections tree: Parent section - navigates to the parent section of the currently selected section; hidden if no such parent section exists. Section properties - allows you to edit properties of the currently selected section. You can Edit ( ) and Delete ( ) products listed in a selected section. Using the pair of dropdown lists under the displayed product items, you can perform certain management tasks with multiple products at once ( Move, Copy, Link, Delete, Translate, Publish, Archive). To do so, select either Selected documents or All documents in the first drop-down list, the required action in the second one and click OK. Managing products in the Pages application The recommended option is managing products in the Managing products in E-commerce application, but you can manage your products also in the Pages application. As this administration interface is designed primarily for page (website content) management, you can edit here more product type document properties than in the E-commerce Solution. You can edit the frequently accessed product object (SKU) properties, for example price, description, etc., on the product document's Form t ab. Other SKU-specific properties can be configured using the SKU tab ( tax classes, volume discounts, options, variants and documents). Form tab If you are editing a product (i.e. an SKU and the associated product type document) on the Form tab, the Remove SKU from this document action in the SKU binding section (available at the very bottom of the page) allows you to remove the bound SKU from the document. The system doesn't support the action (and hides the section) for products that use a workflow. If you are editing a product type document only (i.e. no SKU is currently assigned), the Create new or assign existing SKU action

28 allows you to assign an SKU (new or existing) to the document. Reference If you are editing a product in the Products application, the system offers the following tabs: General tab Attachments tab Metadata tab Options tab Categories tab Tax classes tab Advanced tab Preview tab You may not be able to view some of the tabs ( Workflow, Versions) based on your system's configuration. General tab On the General tab you can edit the more frequently accessed properties of the product. Currently, the system supports five product representations: standard product, membership, e-product, donation and bundle. Standard products typically represent product articles and services. The following properties (standard product) are shared by all product representations: General Product name SKU number Price List price Department The name of the product that is displayed to your customers on the live site and to the users in the administration interface. Allows you to specify the product number (serial number or SKU number). You can use this number, for example, in your accounting records. Here you can specify the price of the product in the store main currency. Here you can specify the list price, i.e. the recommended retail price (RRP) or manufacturer's suggested retail price (MSRP), of the product. The list price typically is determined by factors such as supply, demand and manufacturing costs. Here you can specify a department for the product. You can add a new department directly, without the need to navigate to the dedicated Departments section: Click New. Enter the department properties as required. Click Save & Close. Now you can use the department for any product that you offer in your on-line store. Manufacturer Here you can specify the product manufacturer. You can add a new manufacturer directly, without the need to open the dedicated Manufacturers application: Click New. Enter the manufacturer properties as required. Click Save & Close. Now you can use the manufacturer for any product that you offer in your on-line store.

29 Supplier Here you can specify a supplier for the product. You can add a new supplier directly, without the need to open the dedicated Suppliers application: Click New. Enter the supplier properties as required. Click Save & Close. Now you can use the supplier for any product that you offer in your on-line store. Image Allows you to Upload file (usually an image file) depicting the product. After uploading the file, the system displays the name and size of the file and allows the user to perform the following actions: Edit ( ) - if the file is an image, clicking the icon opens the image in the built-in Image editor; see Editing images. If the file is not an image (which we don't recommend as no product image can then be displayed), clicking the icon opens the file in the built-in Metadata editor; see Editing file metadata. Delete ( ) - removes the file, i.e. the file is no longer associated with the product after taking the action. Update ( ) - allows you to replace the file associated with the product with a different file. Short description Description Representing Here you can enter a short description of the product used for special product listings. Here you can enter a description of the product used for special product listings. Allows you to specify a representation for the product. The system offers the standard product representation, i.e. Standa rd product, and four specialized types derived from this general type, i.e. Membership, E-product, Donation and Bundle. Custom properties In this section you can edit: product's custom properties that you added in Modules -> Edit ( ) E-commerce -> Classes -> Edit ( ) SKU -> Fields. product type-specific properties (if available), as specified in Document types -> Edit ( ) document type -> Fields. For example, a cell phone has a resolution and an e-book has a publisher. If there is no such custom property defined in the system, the section is unavailable. Status In store from Indicates since when the product is available in your on-line store. The default value is the current date (i.e. the date of adding the product to the system). You can type in the value and you can also change it automatically by using or clicking Now. Public status Here you can select a product status displayed to your customers - e.g. Featured. You can add a new public status directly, without the need to navigate to the dedicated Public status section: Click New. Enter the public status properties as required. Click Save & Close. Now you can use the public status for any product that you offer in your on-line store.

30 Internal status Here you can select a product status to be used for your internal business purposes, e.g. New model. You can add a new internal status directly, without the need to navigate to the dedicated Internal status section: Click New. Enter the internal status properties as required. Click Save & Close. Now you can use the internal status for any product that you offer in your on-line store. Allow for sale Indicates if your customers can add to the shopping cart and purchase the product. Shipping Needs shipping Indicates if the product requires shipping from your on-line store warehouse to an address specified by the customer. Memberships, E-products and Donations don't require shipping. Package weight Package height Package width Package depth Allows you to specify package weight in units of your choice. Allows you to specify package height in units of your choice. Allows you to specify package width in units of your choice. Allows you to specify package depth in units of your choice. Inventory Track inventory Here you can determine whether and how the system tracks product inventory: No - the system doesn't track product inventory. Yes - the system tracks product inventory. By variants - the system tracks product inventory by product variants. You can specify the Available items and Reorder at properties for each variant in Options tab -> Variants tab -> Edit ( ) variant -> Inventory. If allowed (the Yes or By variants options), the system can offer the users inventory-related information such as the number of available product (product variant) items or quantity at which the product (product variant) needs to be reordered. You can also specify whether your customers can purchase the product (product variant) only if it is available in stock. Sell only if items available Available items Indicates if your customers can purchase only quantity of the product (product variant) that is in stock (checked box). If you wish to use this property, the Track inventory property must be enabled (the Yes or By variants options). Indicates the number of product items available in stock. If you wish to use this property, the Track inventory property must be enabled (the Yes option). Reorder at Indicates at which quantity you/your on-line store administrators should reorder the product. Available only if the Track inventory property is enabled (the Yes option). The system informs you about products that you should reorder in the Inventory report (in Store reports -> Products -> Inventory). You can also configure the Products widget (in the Store overview application) to display this information. Min items in one order Here you can specify the minimum number of product items in one order.

31 Max items in one order Here you can specify the maximum number of product items in one order. Analytics The section is not available if you are adding a global product. Conversion name Allows you to select a conversion that is logged when a customer purchases, i.e. orders, the product. Click Select to select a conversion from a list of conversion objects available for the current site. Click Edit to edit the currently selected conversion. Click New to add a new conversion or replace the currently selected one. Conversion value Here you can enter a numerical value to be recorded by the system for the specified conversion on purchasing the product. The values are cumulative, i.e. when a conversion hit is logged, the specified value is added to the total sum previously recorded for the given conversion. You may insert a macro expression into this field to dynamically retrieve a value from the current site context. For example {%Shop pingcartitem.unittotalprice%}. This sample macro allows the conversion to log the price of the given product as its value. The advantage of a macro is that it retrieves the price dynamically, including tax and any potential discount applied by the customer. Attachments tab On the Attachments tab you can see a list of the currently selected product's attachments. In Kentico, attachments are a concept of attaching multiple files to your products and documents. You can easily add images, same as any other allowed types of files where required, and thus enhance your customers' experience. For example, you can present your customers with featured images of a given product, i.e. you can create an image gallery, or simply want to provide them with various supplementary materials such as leaflets, e-guides, etc. When attached to a product, the system can display images on the live site through an appropriate transformation or web part, e.g. the Attac hment image gallery web part. It is therefore essential that you placed the web part into your product type template. To add a product attachment, click New attachment and open the required file. The system then displays the name and size of the file and allows the administrator to perform the following actions on the file: Edit ( ) - if the attachment is an image, clicking the icon opens the image in the built-in Image editor; see Editing images. If the attachment is not an image, clicking the icon opens the file in the built-in Metadata editor; see Editing file metadata. Delete ( ) - removes the attachment from the product.

32 Move up ( ) and Move down ( ) - re-orders the attachments. The order is stored in the AttachmentOrder property of each attachment. You can enter AttachmentOrder into the ORDER BY expression property of a displaying web part to have the attachments ordered accordingly. The order of attachments is not versioned with the product's (product document's) workflow (if applied). This means that if you change the order of attachments in one version of the product, the order is changed in all other versions, too. Clone ( required. Update ( ) - allows you to quickly create a copy of the selected item, including its configuration. You can then modify the copy as ) - allows you to replace the attachment with a different attachment. If you hover over the name of an image file attachment, the system displays the image's thumbnail. If you click an attachment's name, the attachment is opened. Metadata tab On the Metadata tab you can edit metadata of the product, for example page title, page tags, etc. You can use this type of product data for S earch engine optimization (SEO), or to mark your product pages with key words, depending on their content. If you enable Inherit for a given property, the system uses settings from the product's parent document, i.e. from its product section. For example, if the Page keywords property of the Televisions -> LCD product section is set to LCD, each product in this section has LCD set as its keyword (if enabled for each product). Page settings Page title Here you can specify the title of the product page. When your customers view the product, the system displays the title in the header of the browser (or tab). The property is important also for Search engine optimization (SEO). This is because many search engines use the property in their search result lists. The system adds the content of the field into the <title> element in the HEAD section of the page output. Page description Allows you to enter a brief description of the product and its purpose, which may be used for Search engine optimization (SEO). Besides, the system uses the property if your customers search the site. The system adds the content of the field as a description meta element into the HEAD section of the product page. Page keywords Allows you to add meta keywords to the product. The system may use this type of metadata if your customers search the site (e.g. the built-in Smart search application). You need to separate multiple keywords with commas.

33 Tags Page tag group Page tags Here you can select a tag group which the system will use for tagging the product. Please specify the actual tags using the Page tags property. Allows you to enter tags with which the system will tag the product. If you need to enter more than one tag, please ensure that the tags are separated with commas or blank spaces. A combination of the two separators in a single entry is valid, too. Therefore, the following examples are all valid entries for adding three tags, i.e. ta g1, tag2 and tag3: tag1, tag2, tag3 tag1 tag2 tag3 tag1, tag2 tag3 If you need to enter a tag consisting of more than one word, you should enclose it within quotation marks. You can enter multiple multi-word tags, which can also be separated with both blank spaces and commas: "long tag1", tag, "long tag2" "long tag1" tag "long tag2" You should use quotation marks also for tags containing special characters: "tag@1", "tag#2", "long, strange: tag@#$" You can use macro expressions in the {%ColumnName%} format to insert values of the current product document's properties into the Page title or other metadata properties. You can set up a page title prefix, page description prefix, page keywords prefix and page title format for all documents (including product documents) available on the site. See Editing file metadata for more details. Options tab On the Options tab you can specify which option categories ( Option categories tab) and product variants ( Variants tab) apply to the current product. You can also manage the option categories and product variants. To add option categories, click Add categories and select appropriate categories in the displayed selection dialog. You can also create a new category. See Working with product options for more details. To add product variants, click Define available variants and select option categories and variants available for the product. See Working with product variants for more details. Categories tab On the Categories tab you can assign categories, defined for the current site, to the product. The categories feature allows you to sort products based on topic-related groups. In addition to tags, it is therefore another approach to sorting your on-line store content. If categories are assigned to the product, the system displays their list. You can use the Remove selected and Add categories actions. If no categories are assigned to the product, only the latter action is available. You can remove all listed category items at once by clicking... n ext to Remove selected and then clicking Remove all. Tax classes tab On the Tax classes tab you can specify which taxes apply to the product. To add tax classes, click Add tax classes and select appropriate tax classes in the displayed selection dialog. You can remove selected tax classes from the product by clicking Remove selected. You can also remove all listed tax class items at once by clicking... next to Remove selected and then clicking Remove all. You can specify default tax classes also on the department level (in Store configuration -> Departments while editing a selected department on the Default tax classes tab). This means that the system automatically applies the selected tax classes to all new products from the given department. Moreover, you can specify a default department for each new product on the document type level (in the Document types applicat ion while editing a selected document type on the E-commerce tab). Advanced tab

34 On the Advanced tab you can edit the following product properties: Volume discounts Related products Workflow Versions Documents Volume discounts On the Volume discounts tab you can see a list of volume discounts, which are applied when your customers purchase specified amounts of the product. The system automatically calculates and applies volume discounts during the checkout process when the customers add a given amount of product items to the shopping cart. You can create multiple volume discount levels, allowing you to apply different discounts for different amounts of purchased product items. You can add a new volume discount by clicking New volume discount. You can also Edit ( ) properties of existing volume discounts levels, and Delete ( ) selected levels. Related products On the Related products tab you can build relationships between products. The relationship names need to be defined in the Relationship names application. You can add relationships after clicking Add related document, and you can remove selected relationships from the system by clicking Dele te ( ). See Displaying related documents for more details. When building relationships between products that you offer in your on-line store, use only relationship names enabled for the current site. Workflow The Workflow tab is available only if a workflow is defined for the product. Workflow is a sequence of steps that define the life cycle of the product. It allows you to set up a reviewing and approval process to ensure quality of content and design. For example, you can specify roles that the users play in the product's life cycle. Similarly, you can specify points in the life cycle where the users have influence on the product. Subject to workflow are properties that the users can access on the product's General tab, with the following exceptions: e-product files (i.e. the Files property of the E-product representation) products contained in a bundle (i.e. the Products property of the Bundle representation) product image (i.e. the Image property shared by all product representations) Product attachments and Page settings (i.e. the Page title, Page description and Page keywords properties accessible on the Metadata tab) are also versioned. Other properties of the product are not subject to workflow, which means their modifications are reflected immediately. In the top section of the Workflow page you can see what workflow is currently applied to the product (e.g. Default workflow), and the current step of the workflow (e.g. Published). You can perform workflow actions ( Publish, Reject, Archive, etc.) and enable sending notification s (using the Send notification s property). The system doesn't support sending workflow notification s among users with the same address. For example, when and have the same address and sends a document for approval to, the system user1 user2 user1 user2 doesn't send a notification . Workflow steps In the Workflow steps section, the system displays all steps of the workflow currently applied to the product. The current workflow step is highlighted. Workflow history The Workflow history section displays workflow step history of the product, i.e. a list of all workflow status changes that the users made throughout the product's life cycle. For each status change, you can read its exact date and time, final workflow step, the user who took the action, and the type of action that was performed. Versions

35 The Versions tab is available only if a workflow is defined for the product. The system displays product history (the respective workflow version of the product) when the version is published, i.e. when a previous version of the product is replaced with the current version. In the top section of the Versions page you can see what workflow is currently applied to the product (e.g. Default workflow), and the current step of the workflow (e.g. Published). Document history The Document history table displays product history (a list of workflow versions of the product). You can perform the following actions with the versions: View version ( version page. Roll back version ( Delete ( ) - allows you to see details of the product version. If you click the icon, the system redirects you to the Document ) - allows you to roll back any changes made to the product since adding the product version. ) - allows you to remove the product version. Clicking Clear history removes all versions except the latest one. You can change the length of version history by configuring the Version history length property in Settings -> Content -> Content management. Automatic version numbering The system supports automatic version numbering: If you applied a workflow without content locking, the system uses automatic version numbering by default. If you applied a workflow with content locking, using automatic version numbering is optional. To enable the feature, go to Settings -> Content -> Content management and enable the Use automatic version numbering property. Automatic version numbering works as shown in the following example: Documents the first version of the product when it is created the second modification of the product. 0 - the first published version of the product. 1 - the first modification of the published product. 0 - the second published version of the product. On the Documents tab you can see a list of documents to which the currently edited product object (SKU) is assigned. Product documents allow you to present the products and services to your customers on the live site. Click Edit document ( ) to edit the given document or click Navigate to document ( ) to view the document on the live site. Preview tab On the Preview tab you can preview the current version of the product before it is published (if you are using a workflow for the product). You can also preview the product's content with caching disabled, which allows you to see the content even if the live site displays a cached version. You are using a workflow, and the product's Publish from property (if available) is set to a future date and time. The tab displays content that will be published after the specified date and time. You are using a workflow, and the product hasn't got to the Published step yet. The tab displays content that you have created in the current workflow step. You are using a workflow, the product had already got to the Published workflow step, and its workflow cycle was restarted (i.e. the product was switched from the Published/Archived workflow step back to the Edit step and is going through the workflow cycle again). The tab displays content from the current workflow step. Adding new products This page demonstrates how you can add new products to your on-line store. You can use the same approach to add any products into any website featuring the Kentico E-commerce Solution. Open the Products application (alternatively, open the Pages application). Click New ( ) above the product sections tree.

36 The tree allows you to select a section into which the product should be placed. After performing the action, the system opens a dialog where you can specify a product type for the new product. If you wish to create a new product section, you need to select one of the available section types in the dialog. Enter the more frequently accessed properties of the product. You can later modify the properties while editing the product on the General tab. Click Save. The system lists the new product among other products. You can further manage the product as described in detail in Products. Importing products using Kentico Import Toolkit Kentico Import Toolkit is a utility that allows you to import data from external sources into the system. As a source of data, you can use: XML file MS Excel files, such as CSV or XLSX files MS SQL database The following examples demonstrate how you can: Import products from an external source of data into a Kentico website. Change product properties using an external source of data. In these examples, you will be importing products, i.e. creating product objects, together with associated product documents, using an XLSX file. You can use this procedure to import products into any Kentico website from any of the listed sources of data. Importing products from an external source of data Taking preparatory steps Prepare your external source of data, for example an XLSX file. Make sure that all product properties required for import into the Kentico database are included. SKUNumber - contains product designation (product number) used in your external warehouse. The property allows you to bind product data in your on-line store with product data outside Kentico; an optional field. SKUSiteID - specifies a unique identifier of the website where you want to import the products. You can get this value from the CMS_Site database table.

37 NodeID - specifies a unique identifier of the node, i.e. an item in the website structure under which you want to place the imported products. You can get this value ( Node ID) from Pages -> Edit -> Properties -> General after selecting the node from the content tree. Launch the Kentico Import Toolkit in Start -> All programs -> Kentico < version> -> Utilities (Windows). This opens the initial screen of the Kentico Import Toolkit wizard. Using the Kentico Import Toolkit wizard In each (except for the initial) wizard step, you can click Save profile and save the configuration done until that point. The system saves the configuration as an. iprofile file in a destination of your choice. Start a new import session. Alternatively, load an import profile that you created during a previous product import. Specify the root folder of the project into which you want to import the products.

38 Select the object type that the system will use to store the imported data. Select data type to import - Documents. Import as - select the product type that the system will use to store the imported products. Import as products - confirm that the data is imported as products. Import options - select that you want to import new documents and overwrite the existing ones. Specify the source of the imported data. If you specify a source of data different from an XLSX or CSV file, the Kentico Import Toolkit wizard displays the following step accordingly. 5. Specify the row and column of the source file that the system will take as the beginning of the heading row of the imported data.

39 6. Preview the source of data. 7. Check and configure the field mappings. Import the documents under following parent path or parent node ID - specifies the path (for example, /Products/Electr onics/cellphones) or node identifier of the parent document under which you want to place the imported products. In this example, the value corresponds to the value of the ParentNode field in your source XLSX file. If you insert the ={%ParentNodeID%} macro expression, the system automatically places the imported products under different parent documents as specified in your source of data. WHERE condition to find existing documents based on source data - determines which of the existing products the system skips or overwrites. Hidden if you configured the Kentico Import Toolkit to always insert the imported products as new documents (in the Import options section while selecting the object type). Save the old ID to new ID mappings to file - saves mappings of source identification fields to target identification fields into an.fkmap file. You can use this file when configuring field mappings during your later import sessions. You are importing products, i.e. creating product objects, together with associated product documents. That's why the DocumentName, DocumentSKUName and SKUName target fields must map to the same source field. 8. Preview the target data.

40 8. 9. Perform the import of product data from the source to your on-line store. The Kentico Import Toolkit informs you about the result of the import. 10. Close the wizard. Alternatively, continue with one of the available scenarios (the Continue with section). If you open the Products application, you can see that the imported products are listed under Electronics -> Cellphones. Changing product properties using an external source of data Update your external source of data. For example, change the price of the products. This means that you need to update the values in the respective field of your source file.

41 Launch the Kentico Import Toolkit in Start -> All programs -> Kentico < version> -> Utilities (Windows). Repeat the steps that you went through while importing the products (Kentico Import Toolkit wizard). In Step 2 - Select object type to import -> Import options, make sure the Import new and overwrite existing documents option is selected. If you now open the Products application and go to Electronics -> Cellphones, you can see the updated price. Managing stand-alone SKUs Although we recommend that you manage products the standard way as described in Products (i.e. manage product objects or SKUs together with associated product type documents), the current version of the Kentico E-commerce Solution allows you to manage product objects with unassigned product type documents (stand-alone SKUs). As stand-alone SKUs are disabled by default, you need to modify your on-line store settings to be able to access product objects with unassigned product type documents. Managing stand-alone SKUs You can manage stand-alone SKUs in the Products application. If they are allowed on the current site, the system displays the Stand-alone SKUs node above the product sections tree. The node allows you to view a list of all product objects with unassigned product type documents defined on the current site. You can add a new stand-alone SKU by clicking New ( ) above the tree (if the Stand-alone SKUs node is selected). Properties of already defined stand-alone SKUs can be modified in a dedicated stand-alone SKUs user interface by clicking Edit ( ) in the Actions column. You can also remove a stand-alone SKU from the system by clicking Delete ( ).

42 If the sections tree is hidden (see E-commerce website settings), the system lists in the Products application both stand-alone SKUs and SKUs with associated product type documents. You can add a new product object (SKU) by clicking New SKU. Editing stand-alone SKUs If you are editing an SKU, the system offers the following tabs to specify its properties: General tab Tax classes tab Options tab Volume discount tab Documents tab Site-specific stand-alone SKUs cannot have any documents assigned. This means that the Documents tab is available for global stand-alone SKUs only. The same tabs containing the same properties are available if you are editing a product (i.e. SKU + associated product type document). Managing product types and product section types You can manage product types and section types in the Document types application; see Document types for further details. In the product sections tree in the Products application, the system displays only document types designated as product sections (together with products they contain). Product types In the Kentico E-commerce Solution, product types are fully customizable document types used to create products of multiple representatio ns. Specifically, they define the structure of documents that are associated with SKU (product) objects. Product types allow you to present products and services to your on-line store customers on the live site. Same as any other document type, each product type can have its own:

43 fields (data structure) editing form layout transformations (design) queries and other properties. You can use the built-in product types, e.g. Product - Computer, Product -TV, Product - T-shirt, etc., and you can also create your custom product types. Section types Similarly, you can add your custom product section types to easily define the structure of your on-line store (product sections tree). With product sections, you can split up your on-line store into multiple parts, creating a store hierarchy. We recommend this approach as an effective way of managing the products. For example, under Products -> Computers you can create a Tablets section containing only tablets. Adding product types In Kentico you can use either sample product types that come with the system installation, or you can define your custom ones. To add a new product type: Required Open the Document types application. Click New document type. This redirects you to the document type wizard, which will guide you through the steps to create a new document type. Switch to the E-commerce tab of the new document type and enable the Document type represents a product type property in the Document's relation to product section. Optional In the Fields mapping (backward compatibility) section, you can optionally select fields that the system will automatically populate with values from the specified SKU fields. Using the Default department property in the New product creation section, you can optionally specify a default department for products created based on the current product type. The This document type represents property allows you to select a default representation for the product ( Standard product by default). Using the respective property, you can specify whether the system creates a product object (SKU) automatically when a store administrator adds a new document of the given type. Adding section types The Page (menu item) section type comes with the system's installation, and is offered by default while defining the structure of your on-line store. Besides, you can set up your custom section types.

44 To add a new section type: Open the Document types application. Click New document type. This redirects you to the document type wizard, which will guide you through the steps to create a new document type. Switch to the E-commerce tab of the new document type and enable the Document type represents a product section property in the Document's relation to product section. Linking an existing product or section While adding a new product or section in the Products application, you can Link an existing product or section. This approach allows you to create a shortcut to an already existing product or product section. You can thus place a single product (product section, both empty and non-empty) to multiple locations in the product sections tree instead of creating its copies. If a product (product section) is linked, the system displays it in the corresponding part of the website. If you then edit the product (product section), you modify the original product (product section) content. Managing product representations Your on-line store supports five product representations: Standard product - standard kind of product typically representing a single article or service. Membership - grouping of roles allowing your customers to access paid sections of the website, perform certain actions on the website, etc. E-product - file(s) available for download after purchase. Donation - product that the customers pay for in order to donate money. Bundle - multiple products grouped into a single product. Click the links above to learn more about particular product representations and their special characteristics. Managing Standard products You can use the Standard product representation for standard kinds of products, which typically include articles and services. Other product representations, i.e. Membership, E-product, Donation and Bundle, are derived from the standard product representation. This means that they share properties with the standard product representation, but have also their representation-specific properties. Each product has properties described in Products. Managing E-commerce memberships The Membership product representation is designed to offer your customers paid memberships. You can use this representation to allow the customers access to paid premium content and other restricted website sections, or to allow them to perform actions that are not available for ordinary website users. You can define memberships in the Membership application. Membership is defined as a set of roles. Users who have the membership share the same privileges as if they were direct members of all these roles. Defining membership products If you are adding a new product or editing an existing one (on the General tab), you need to select Membership as the value of the product's Representing property. After doing so, the system displays the Membership section, allowing you to enter properties specific for the Membership product representation. Membership Membership group Membership defined in the Membership application. Your customer s get this membership if they purchase the product.

45 Membership validity Indicates how long the membership is valid after the purchase. You can set the validity either for a limited period ( Days, Weeks, Month s, Years, Until a given date) or for an unlimited period. To set membership validity for an unlimited period of time, select Until and leave the text box below empty. Granting memberships From the customers' point of view, the system allows to purchase memberships the same way as products of other representations. Memberships are granted to the customers only if the respective orders are marked as paid. You can configure the system to automatically mark orders as paid when the orders are moved to a selected order status, i.e. the status has the Mark order as paid property enabled. You can also mark selected orders as paid manually by enabling the Order is paid property for these orders. See Orders for more details. Marking orders for membership as paid, both automatically and manually, results in (depending on whether new memberships or renewals are ordered): renewing existing memberships -ORassigning new memberships In either case, the system informs the customers by sending notification s based on the E-commerce - Order payment notification to customer template. If orders for membership with validity in time units already marked as paid are unmarked, the validity is reduced by these unpaid units. If orders for membership with unlimited validity or validity until a specified date already marked as paid are unmarked, the memberships are removed completely. Notifying about membership expiration You can set up the system to automatically send the customers notification s when their memberships are close to expiration. To do so, configure the Send membership reminder (days) setting in Settings -> Security & Membership. See Membership management for more details. Renewing memberships To have expired memberships renewed, the customers can ask a store administrator to perform the renewal. The customers can also renew their memberships on the live site. If they open the My account page and switch to the Memberships tab (the My account web part must be configured accordingly), they can view a list of all their memberships. After clicking Buy membership, the system redirects them to a page where they can purchase new memberships or renew the existing ones. Managing E-products The E-product representation is designed for various electronic files that your customers can download after the purchase. Specifically, you can use this product representation for software installation files, audio files, videos, e-books, etc.

46 Defining e-products If you are adding a new product or editing an existing one (on the General tab), you need to select E-product as the value of the product's Re presenting property. After doing so, the system displays the E-product section, allowing you to enter properties specific for the E-product representation. E-product Files validity Indicates how long your customers can download the file(s) after the purchase. You can set the validity either for a limited period ( Days, Weeks, M onths, Years, Until a given date) or for an unlimited period. To set e-product validity for an unlimited period of time, select Until and leave the text box below empty. Files Here you can upload file(s) that will make up the e-product. After uploading a file (by clicking New attachment and opening the required file), the system displays the name and size of the file, and allows you to perform the following actions: Edit ( ) - if the file is an image, clicking the icon opens the image in the built-in Image editor; see Editing images. If the file is not an image, clicking the icon opens the file in the built-in Metadata editor; see Editing file metadata. Delete ( ) - removes the attached file from the e-product. Other actions (...) - allows you to Clone the attached file. Update ( ) - allows you to replace the attached file with a different file. You can upload only files with allowed extensions, as defined in the Upload extensions property in Settings -> System -> Files -> Security. Enabling e-product download links From the customers' point of view, the system allows to purchase e-products the same way as products of other representations. The customers can download e-product files only if the respective orders are marked as paid. You can configure the system to automatically mark orders as paid when the orders are moved to a selected order status, i.e. the status has the Mark order as paid property enabled. You can also mark selected orders as paid manually by enabling the Order is paid property for these orders. See Orders for more details. Marking orders for e-products as paid, both automatically and manually, results in creating new download links for the corresponding e-product files, with their validity set as of the time of marking.

47 If orders for e-products already marked as paid are unmarked, download links related to these e-products are removed. This means that the customers cannot download the corresponding e-product files. Downloading e-product files Once the download links are created (i.e. when the order is marked as paid), the customers can get to the links the following ways: On the My account page on the Orders tab, the customers can view a list of all their orders (the My account web part must be configured accordingly). Each listed order containing at least one e-product has a View link. By clicking this link, the system displays a list of e-products purchased in the given order, together with the corresponding download links. If notifications about paid orders are enabled, the customers receive notification s based on the E-commerce - Order payment notification to customer template when their orders are paid. The template contains a macro ensuring that download links to corresponding e-product files are included in the s (if any). Notifying about e-product expiration If an e-product download link is close to its expiration, the system can send the customer an automatic notification . You can specify how many days prior to expiration the system sends the notification by entering the Send e-products reminder (days) setting's value in Sett ings -> E-commerce. The E-product reminder scheduled task (available in the Scheduled tasks application) monitors upcoming expirations. The task is defined globally by default, which means that it monitors upcoming expirations of e-products purchased on all sites running in the system. In order for the scheduled task to monitor expiration of e-products purchased only on selected sites, you can configure the task separately for these sites. The content of the notification s is based on the E-commerce - E-product expiration notification template (available in the templates application). The template is defined globally by default, but you can create site-specific templates with the same code names. The system then uses these templates for all e-product expiration notification s on the respective sites. See Scheduling tasks for detailed information on Kentico scheduled tasks. Managing Donations The Donation product representation is designed to allow your customers to donate sums of money. It behaves as a standard product, and you can offer it separately or with product options. You cannot put a donation into a bundle or select it as a product option. Defining a donation If you are adding a new product or editing an existing one (on the General tab), you need to select Donation as the value of the product's Re presenting property. After doing so, the system displays the Donation section, allowing you to enter properties specific for the Donation representation. Donation Minimum donation Here you can specify the minimum amount that the customers can donate. Maximum donation Allow private donation Here you can specify the maximum amount that the customers can donate. Indicates whether the customers can donate privately. If enabled, the system displays the option during purchase when adding a donation product into the shopping cart (the customers are then not present in public donation lists, reports, etc.).

48 Reporting donations The Kentico E-commerce Solution allows you to view donation reports. If you want to view these reports, open the Store reports application and in the reports tree select the Donations category. If you then select, for example, the List of donations report, you can see what users (donors) made what donations, how much they donated, same as other donation-related details. Managing Bundles The Bundle product representation is designed to allow your customers to purchase several different products as a single product. This approach can be highly effective if you are offering related products, or products that don't sell well enough separately. Defining a bundle If you are adding a new product or editing an existing one (on the General tab), you need to select Bundle as the value of the product's Repr esenting property. After doing so, the system displays the Bundle section, allowing you to enter properties specific for the Bundle representation. Bundle Remove from inventory Here you can define the behavior of the inventory. Remove bundle only - the system removes the bundle from the inventory as a whole. Remove each product separately - the system removes individual product items within the bundle from the respective inventories. Remove both bundle and products - the system removes both the bundle and individual product items within the bundle from the respective inventories.

49 Products Here you can add products to be shipped within the bundle: Click Add products. Select products in the displayed selection dialog as required. Click Select. To remove selected products from the bundle, click Remove selected. To remove all products from the bundle at once, click... -> Remove all. You cannot add the following product representations into a bundle: Bundle, Donation. Bundle price calculation During its price calculation, a bundle behaves as a separate product. Neither taxes nor discounts related to individual products contained in the bundle are reflected in the calculation. Working with product options Product options offer your customers greater variability in choosing the right product. The system allows you to organize the options by dividing them into categories of the following types: Attribute ( e.g. Color of clothing) Products (e.g. Portable PC accessories, Configurable PC - Operating system) Text (e.g. Book - Inscription) You can then offer and sell product options together with selected products and services. For example, your on-line store sells books (products) and your customers can optionally buy the books with inscriptions (product options). Or perhaps your store sells T-shirts and allows your customers to buy the T-shirts (products) in multiple colors (product options). Another use of product options consists in offering them as special additions to the products. For example, your store sells portable computers (main products), and your customers can optionally order the computers with portable printers (product options). Besides, you can offer product options as components of products they constitute. For example, hardware components (product options) of a configurable computer system (main product). You can also offer combinations of product options from multiple product option categories as variants of the main product. For example, the T-shirts (main products) that you offer in your on-line store are available in different sizes and colors (product options from two different product option categories). Each combination of size and color for a given T-shirt (product variant) behaves in the system as a separate product. This means that each variant has its own product number, price and stock records. Currently, the system doesn't support volume discounts for product options. You can manage product options in the Kentico E-commerce Solution administration interface, as described below. You can also manage product options for selected products in the Pages application while editing the corresponding product documents on the SKU -> Options tab.

50 Creating product options Each product option in the Kentico E-commerce Solution belongs to a product option category. To be able to use product options, you first need to create product option categories. Creating product option categories You can create product option categories in the Product options application. Click New product option category. Enter category properties in the General section. Based on your selection of the type of the category, the system displays more properties in the Options section. Attribute - the options represent product attributes, e.g. product's different colors or sizes. Products - the options represent separate products that your customers can optionally purchase together with the main product, e.g. you can offer PCs with printers as options. Options in this category can also represent components of a product, e.g. hardware components of a configurable PC. Text - the options allow your customers to purchase products with optional texts. For example, you can offer books with inscriptions. Click Save. The system displays the Options section. Enter category properties in the Options section. Options section available for the Attribute and Products type option categories: Options section available for the Text type option category:

51 5. Click Save. The system creates an empty product option category of the selected type. You can now add product options to the category. Creating product option categories while editing products You can also create product option categories in the Products application while editing products on the Options -> Option categories tab. Click New category. Enter category properties (see Step 2 through Step 4 in this section). Click Save and close the dialog. If you create a product option category this way, the category is automatically assigned to the respective product. Adding product options to product option categories You can add product options only to product option categories of the Attribute and Products types. This is because categories of the Text type contain only one option, which the system adds automatically. You can add new product options to existing product option categories in the Product options application. Select a product option category and click Edit ( ). Switch to the Options tab. Perform the corresponding action: Click New option if you are adding a new option to a category of the Attribute type. Click New product if you are adding a new option to a category of the Products type. Enter option properties. Adding a product option to a category of the Attribute type: Adding a product option to a category of the Products type:

52 5. Click Save. (Optional) Click Save and create another (if you want to create more than one option). The system adds product options to the given category. You can now use the options in your on-line store. For example, you can add the options to selected products, modify options' properties, etc. Adding product options to product option categories while editing products You can also add product options to product option categories in the Products application while editing products on the Options -> Option categories tab. 5. Select a product option category and click Edit category properties ( ). Switch to the Options tab. Perform the corresponding action, i.e. New option or New product. Enter option properties (see Step 4 in this section). Click Save and close the dialog. (Optional) Click Save and create another (if you want to create more than one option). Adding product options to products In Kentico, you cannot add product options to your products directly. If you want to use options for your products, you must add to each product at least one (non-empty) option category. Later you can specify that the system should use for the products only selected options from the assigned categories (applies to Attribute and Products categories only). Otherwise, the system uses all options from these categories. Adding product option categories to products You can add product option categories to products in the Product options application. Select a product option category and click Edit ( ). Switch to the Products tab. Click Add products. The system opens the Select products dialog. Select the required products.

53 5. Click Select. The system adds to the selected products the current product option category including all product options contained in the category. You can now specify which options from this category the system should use for the products. Adding product option categories to products while editing products You can also add product option categories to products in the Products application while editing products on the Options -> Option categories tab. Adding product option categories to multiple products at once (while editing a product) 5. Select a product option category and click Edit category properties ( ). Switch to the Products tab. Click Add products. The system opens the Select products dialog. Select the required products. Click Select. The system adds to the selected products the current product option category including all product options contained in the category. Adding multiple product option categories to the currently edited product Click Add categories. The system opens the Select product option categories dialog. Select the required categories. Click Select. The system adds to the currently edited product the selected product option categories including all product options contained in the categories. Adding a new product option category to the currently edited product Click New category. Enter category properties. Click Save and close the dialog. The system assigns to the currently edited product the new option category (empty). Now you need to add some options to this category. Selecting available options for products You can specify available options for products while editing the products in the Products application.

54 Select a product and click Edit ( ). Switch to the Options -> Option categories tab. Select a product option category (if available) and click Select available options ( ). The system opens a dialog where you can specify available options for the product. 5. (Optional) If the system doesn't offer any product option category for the product, you can add some by clicking Add categories. (Optional) If the system doesn't offer any product option category for the product, you can add a new category by clicking N ew category. Select the options as required. Allow all options - the system offers to the users for the product all options from the current category. Allow only selected options - the system offers to the users for the product only selected options from the current category. Click Save & Close. The system now offers to the users for the product only specified product options. Applying taxes to product options The Kentico E-commerce Solution allows you to specify which taxes should apply to product options belonging to product option categories of the Products type. Product options from other category types ( Attribute, Text) use tax classes assigned to the main products. This means the options use tax classes assigned to the products with which you offer them. You can add taxes to product options in the Product options application. Select a product option category of the Products type and click Edit ( ). Switch to the Options tab. Select a product option and click Edit ( ). Switch to the Tax classes tab. 5. Click Add tax classes. The system opens the Select tax class dialog. 6. Select the required tax classes.

55 7. Click Select. The system adds the tax(es) to the product option. When your customers purchase products with this option, the system applies to the option the selected tax(es). Applying taxes to product options while editing products You can also apply taxes to product options in the Products application while editing products on the Options -> Option categories tab Select a product option category of the Products type and click Edit ( ). Switch to the Options tab. Select a product option and click Edit ( ). Switch to the Tax classes tab. Click Add tax classes. The system opens the Select tax class dialog. Select the required tax classes. Click Select. Modifying product options You can modify product options in the Product options application. Select the product option category that contains the option you want to modify and click Edit ( ). This opens the category's General tab where you can modify option category properties. Switch to the Options tab. 5. Select a product option and click Edit ( ). Modify product option properties as required. Click Save. You can now use the product option (product option category) with its updated settings. You can also modify product options in the Products application while editing products on the Options -> Option categories tab. Removing product options You can remove product options from your on-line store in the Product options application. You cannot remove product options from Text product option categories. This is because each category of this type contains just one option. If you need to remove such options, remove the categories in which they are contained. Select the product option category that contains the options you want to remove and click Edit ( ). (Optional) Delete ( ) the category. The system removes all options contained in the category at once. You cannot remove product option categories: if the system uses the contained options in at least one order. if the system uses the contained options in at least one product variant.

56 Switch to the Options tab. Select a product option and click Delete ( ). You cannot remove product options: if the system uses the options in at least one order. if the system uses the options in at least one product variant. (Optional) Repeat this step if you want to remove more options from the category. The system removes the product option(s) from your on-line store. You can also remove product options from your on-line store in the Products application while editing products on the Options -> Option categories tab. Reference - Product option category properties General Option category name The name of the product option category used internally, i.e. available in various parts of the system's administration interface. The option category name allows your on-line store administrators to use a more descriptive name than the one displayed to the customers on the live site, e.g. Color of shoes. Display name The name of the product option category displayed to your on-line store customers on the live site. The display name is supposed to be less descriptive than the option category name because the customers can see this name in the context of a given product, e.g. Color. Code name Description Enabled The string identifier of the product option category object used by developers in the code. Unless there is a reason to set a particular value, you can leave the default (automatic) option, and the system generates an appropriate code name. To make the product option category easier to use and maintain, you can add an explanation about the scenarios for which the category is intended, etc Indicates if the product option category is enabled in the system. Product option categories that are not enabled cannot be assigned to any products.

57 Type Here you can set the type of the product option category. The system offers the following types: Attribute - the options available in categories of this type represent product attributes, e.g. product's different colors or sizes. This type of category allows the user to select only one option at a time. Products - the options available in categories of this type represent separate products that your customers can optionally purchase together with the main product, e.g. PCs may be offered with printers as options. Options in this category can also represent components of a product, e.g. hardware components of a configurable PC. Based on the configuration of the product option category, this type of category allows the user to select a single option or multiple options at a time. Text - the options available in categories of this type allow your customers to purchase products with optional texts. For example, you can offer books with inscriptions. Please note that there can be only one option in each such category. Based on the selection of the type of the product option category, the system displays more properties in the Options section (Attribut e, Products) or in the Configuration section ( Text). You cannot change the type of the product option category: if the option(s) that it contains are used in the shopping cart, if the option(s) that it contains are used in at least one order, if the option(s) that it contains are used in at least one product variant. The following properties are available for the Attribute type and Products type option categories: Options User control type Here you can specify the type of selector for options in this product option category. The system offers the following selection types: Drop-down list Radio buttons in both vertical and horizontal layout Check boxes in both vertical and horizontal layout (available for Products type categories only) Default text Allows you to specify a prompt text, e.g. (Please select), displayed in the product option selector when your customers open a page offering the respective product options. For example, your customers can order an operating system as an option for a configurable PC. When the customers open a page with the details of this product, the respective selector displays (Ple ase select), while the system expects further customer input. To ensure correct functionality, you must use the default record text as the value of the Predefined choice proper ty. Otherwise, the system may not display the prompt text as the product option selector's default value.

58 Predefined choice Here you can specify which option(s) the system should select by default when the customer opens a page offering the respective product options. Only the Check box selection type allows you to pre-select more than one option. If the Display price adjustment property is enabled, the system may display the options together with respective price adjustments (if defined), e.g. (+ $29.99). The + and - characters indicate if the adjustment represents an additional charge to or reduction of the price of the main product. Display price adjustment If enabled, the price as specified to be charged for product options in this category is displayed to the user. For example, the price adjustment for a selected product option is displayed to your customers on the live site while viewing the details of a product. (The product must be offered together with the given product option.) Specifying price adjustment for product options is optional. This means that no price may be displayed for some product options even if this property is enabled. The following properties are available for the Text type option category: Options User control type Here you can specify the type of input field that your customers use to enter the text. The system offers a simple text input field, and a multi-line text input field. Predefined choice Allows you to specify a prompt text, e.g. (Enter your text), displayed in the text input field when your customers open a page offering the respective product option. For example, your customers can order an engraving as an option for a watch. When the customers open a page with the details of this product, the system displays (Enter your text) in the respective text input field, while waiting for further customer input. If the Display price adjustment property is enabled, the option may be displayed together with the respective price adjustment (if defined), e.g. (+ $9.99). The + and - characters indicate if the adjustment represents an additional charge to or reduction of the price of the main product. Display price adjustment If enabled, the price as specified to be charged for a product option in this category is displayed to the user. For example, the price adjustment for a given product option is displayed to your customers on the live site while viewing the details of a product. (The product must be offered together with this product option.) Specifying price adjustment for product options is optional. This means that no price may be displayed for some product options even if this property is enabled. Validation Minimum text length Maximal text length Here you can specify the minimum length of the text that your customers must enter. Here you can specify the maximum length of the text that your customers can enter. Reference - Product option properties

59 The system offers product options of the following types: Attribute Products Text Attribute - such product options represent attributes of the main product. For example, its different colors, sizes etc. Option name Price adjustment The name of the product option that is displayed to your customers on the live site and to the users in the administration interface. Here you can specify the price adjustment for the product option, e.g USD. The + and - characters indicate if the adjustment represents an additional charge to or reduction of the price of the main product. Unlike product price, attribute product option price can have a negative value. This is because this price is an amount that is either added to or subtracted from the price of the main product. Allow for sale Here you can specify if the product option should be allowed for sale in your on-line store, i.e. whether your store administrators can offer it together with selected products. Products - such product options represent separate products. This means that for these options you can define product-related properties (SKU number, Manufacturer, etc.) and keep corresponding stock records. The system offers Standard product, E-product and Membership product representations as product options. The Standard product properties are shared while E-products and Memberships have also their special properties. Standard product - standard products typically represent product articles and services. The system offers the following properties for all product representations: General Product name SKU number Price Department The name of the product (product option) that is displayed to your customers on the live site and to the users in the administration interface. Allows you to specify the product number (serial number or SKU number). You can use this number, for example, in your accounting records. Allows you to specify the price adjustment for the product (product option) in your on-line store main currency, e.g USD. Here you can specify a department for the product (product option). You can add a new department directly, without the need to navigate to the dedicated Departments section: Click New. Enter the department properties as required. Click Save & Close. Now you can use the department for this product (product option), same as for any other product that you offer in your on-line store. Manufacturer Here you can specify the product (product option) manufacturer. You can add a new manufacturer directly, without the need to navigate to the dedicated Manufacturers section: Click New. Enter the manufacturer properties as required. Click Save & Close. Now you can use the manufacturer for this product (product option), same as for any other product that you offer in your on-line store.

60 Supplier You can use the field to enter the supplier of the product (product option). You can add a new supplier directly, without the need to navigate to the dedicated Suppliers section: Click New. Enter the supplier properties as required. Click Save & Close. Now you can use the supplier for this product (product option), same as for any other product that you offer in your on-line store. Representing Allows you to specify a representation of the product (product option). You can choose from three different representations: The system offers as product options a standard product representation, i.e. Standard product, and two specialized types derived from this general type, i.e. Membership and E-product. Custom properties In this section you can edit product's (product option's) custom properties that you added in Modules -> Edit ( ) E-commerce -> Classes -> Edit ( ) SKU -> Fields. If there is no such custom property defined in the system, the section is unavailable. Status Allow for sale Indicates if the product (product option) is allowed for sale in your on-line store, i.e. whether your store administrators can offer it together with selected products. Shipping Needs shipping Indicates if the product (product option) requires shipping from your on-line store warehouse to an address specified by the customer. Memberships and e-products don't require shipping. Package weight Package height Package width Package depth Allows you to specify package weight in units of your choice. Allows you to specify package height in units of your choice. Allows you to specify package width in units of your choice. Allows you to specify package depth in units of your choice. Inventory Track inventory Allows you to determine whether the system should track product (product option) inventory. If allowed, the system can offer the users inventory-related information such as the number of available product (product option) items or quantity at which the product (product option) needs to be reordered. You can also specify whether your customers can purchase the product (product option) only if it is available in stock. Sell only if items available Available items Indicates if your customers can purchase only quantity of the product (product option) that is in stock (checked box). If you wish to use this property, the Track inventory property must be enabled. Indicates the number of product (product option) items available in stock. If you wish to use this property, the Track inventory propert y must be enabled.

61 Reorder at Indicates at which quantity you/your on-line store administrators should reorder the product (product option). Available only if the Track inventory property is enabled. The system informs you about products (product options) that you should reorder in the Inventory report (in Store reports -> Products -> Inventory). You can also configure the Products widget (in Store overview) to display this information. Min items in one order Max items in one order Here you can specify the minimum number of product (product option) items in one order. Here you can specify the maximum number of product (product option) items in one order. Analytics The section is not available if you are adding a new global product (product option). Conversion name Allows you to select a conversion logged when a customer purchases, i.e. orders, the product (product option). Click Select to select a conversion from a list of conversion objects available for the current site. Click Edit to edit the currently selected conversion. Click New to create a new conversion or replace the currently selected one. Conversion value Here you can enter a numerical value that the system records for the specified conversion on purchasing the product (product option). The values are cumulative, i.e. when a conversion hit is logged, the specified value is added to the total sum previously recorded for the given conversion. You may insert a macro expression into this field to dynamically retrieve a value from the current site context. For example: {%Shop pingcartitem.unittotalprice%}. This sample macro allows the conversion to log the price of the given product as its value. The advantage of a macro is that it retrieves the price dynamically, including tax and any potential discounts applied by the given customer. Membership - such product options are sets of roles. You can use memberships to allow the customers access to paid premium content and other restricted website sections, or to allow them to perform actions that are not available for ordinary website users. Membership Membership group Membership defined in the Membership application. Your customer s get this membership if they purchase the product (product option). Membership validity Indicates how long the membership is valid after the purchase. You can set the validity either for a limited period ( Days, Weeks, M onths, Years, Until a given date) or for an unlimited period. To set membership validity for an unlimited period of time, choose Until an d leave the text box below empty. E-product - e-products are electronic files that your customers can download after the purchase. E-product Files validity Indicates how long your customers can download the file(s) after the purchase. You can set the validity either for a limited period ( Days, Weeks, M onths, Years, Until a given date) or for an unlimited period. To set e-product validity for an unlimited period of time, choose Until and leave the text box below empty.

62 Files Here you can upload file(s) that will make up the e-product. After uploading a file (by clicking New attachment and opening the required file), the system displays the name and size of the file, and allows you to perform the following actions: Edit ( ) - if the file is an image, clicking the icon opens the image in the built-in Image editor; see Editing images. If the file is not an image, clicking the icon opens the file in the built-in Metadata editor; see Editing file metadata. Delete ( ) - removes the attached file from the e-product. Other actions (...) - allows you to Clone the attached file. Update ( ) - allows you to replace the attached file with a different file. You can upload only files with allowed extensions, as defined in the Upload extensions property in Settings -> System -> Files -> Security. Text - such product options represent inscriptions, labels, etc. For example, inscriptions in books, labels on cell phone covers, etc. Option name Price adjustment The name of the product option that is displayed to your customers on the live site and to the users in the administration interface. Here you can specify the price adjustment for the product option, e.g USD. The + and - characters indicate if the adjustment represents an additional charge to or reduction of the price of the main product. Unlike product price, text product option price can have a negative value. This is because this price is an amount that is either added to or subtracted from the price of the main product. Example - Adding a product with Attribute options The example demonstrates how you can add a product with Attribute options to a Kentico site. The product is based on the Product - T-shirt product type, has three product options, and only two of these options are enabled. The example uses the sample E-commerce Site. Adding a new product First, you need to add a new product of the required type and representation to a selected part of your on-line store. Open the Products application. Select Clothing -> T-shirts in the product sections tree and click New ( ). The system opens a dialog allowing you to specify the required type of your new product. Select Product - T-shirt in the Product types column.

63 The system opens a page where you can specify product properties. Alternatively, you can select some other product type, e.g. Product. If the system doesn't offer any product type (for example, if you deleted the default product types), create a new product type as described in Managing product types and product section types. Enter the following values for the product's properties: Product name: Kentico T-shirt Price: 39 Department: Clothing Image: upload an image file Representing: Standard product Allow for sale: Yes (checked) Available items: Click Save. The system adds the product to the selected part of your on-line store. Now you can add to the product a product option category. Adding a product option category to the product Switch to the product's Options -> Option categories tab and click New category. Alternatively, you can add to the product an existing category by clicking Add categories. Enter the following values for the category's properties in the General section: Option category name: Color of T-shirt The system uses this name in your on-line store administration interface. Display name: Color The system uses this name on the live site. Enabled: Yes (checked)

64 Type: Attribute Click Save. Enter the following values for the category's properties in the User control type: Radio buttons in vertical layout Default text: None (empty) Display price adjustment: No (unchecked) Options section: 5. Click Save. The system adds to the product an empty product option category. You can now add product options to the category. Adding product options to the category Add three product options to the Color of T-shirt category, representing the red, green and blue color of the T-shirt Switch to the Options tab. Click New option. Enter the following values for the first option's properties: Option name: Red Allow for sale: Yes (checked) Click Save and create another. Enter the following values for the second option's properties: Option name: Green Allow for sale: Yes (checked) Click Save and create another. Enter the following values for the third option's properties: Option name: Blue Allow for sale: Yes (checked) 8. Click Save and close the dialog. The system adds to the option category three product options. Now you can specify which of these options the system is to offer to your customers while purchasing the product. Selecting available options Currently, all the three options are available for the product. However, you want your customers to be able to buy the Kentico T-shirt in blue or red color only. This means that you need to disallow the Green option. Click Select available options ( ). The system opens the Select available 'Color of T-shirt (Color)' options dialog. Here you can specify which options from the current category are available to your customers while purchasing the product. Select Allow only selected options. Enable the Red and Blue options.

65 Click Save & Close. The system indicates that your customers can purchase the product with only two options. Reviewing the product on the live site Open the live site. Select Clothing -> T-shirts in your on-line store main menu. The system displays a list of all T-shirts that you offer in your on-line store. Click Kentico T-shirt to view the product's details page. The system offers the T-shirt in red and blue color only. This is because you set the Green option as unavailable. Select the blue color of the T-shirt.

66 5. Click Add to cart. The system adds the product together with the product option to the shopping cart. Example - Adding a product with Products options The example demonstrates how you can add a product with Products options to a Kentico site. The product is based on the Product - Watch product type, has three product options, and only two of these options are enabled. The example uses the sample E-commerce Site. Adding a new product First, you need to add a new product of the required type and representation to a selected part of your on-line store. Open the Products application. Select Gifts -> Watches in the product sections tree and click New ( ). The system opens a dialog allowing you to specify the required type of your new product. Select Product - Watch in the Product types column.

67 The system opens a page where you can specify product properties. Alternatively, you can select some other product type, e.g. Product. If the system doesn't offer any product type (for example, if you deleted the default product types), create a new product type as described in Managing product types and product section types. 5. Enter the following values for the product's properties: Product name: Kentico Watch Price: Department: Gifts Image: upload an image file Representing: Standard product Allow for sale: Yes (checked) Available items: 10 Click Save. The system adds the product to the selected part of your on-line store. Now you can add to the product a product option category. Adding a product option category to the product Switch to the product's Options -> Option categories tab and click New category. Alternatively, you can add to the product an existing category by clicking Add categories. Enter the following values for the category's properties in the General section: Option category name: Watch cases The system uses this name in your on-line store administration interface. Display name: Case The system uses this name on the live site.

68 Enabled: Yes (checked) Type: Products Click Save. Enter the following values for the category's properties in the User control type: Check boxes in vertical layout Default text: None (empty) Display price adjustment: Yes (checked) Options section: 5. Click Save. The system adds to the product an empty product option category. You can now add product options to the category. Adding product options to the category Add three product options to the Watch cases category, representing a leather, aluminium and glass watch case Switch to the Options tab. Click New product. Enter the following values for the first option's properties: Product name: Leather Price: 299 Representing: Standard product Allow for sale: Yes (checked) Click Save and create another. Enter the following values for the second option's properties: Product name: Aluminium Price: 9.99 Representing: Standard product Allow for sale: Yes (checked) Click Save and create another. Enter the following values for the third option's properties: Product name: Glass Price: Representing: Standard product Allow for sale: Yes (checked) 8. Click Save and close the dialog. The system adds to the option category three product options. Now you can specify which of these options the system is to offer to your customers while purchasing the product. Selecting available options Currently, all the three options are available for the product. However, you want your customers to be able to buy the Kentico Watch with a leather and glass watch case only. This means that you need to disallow the Aluminium option. Click Select available options ( ). The system opens the Select available 'Watch cases (Case)' options dialog. Here you can specify which options from the current category are available to your customers while purchasing the product. Select Allow only selected options. Enable the Leather and Glass options.

69 Click Save & Close. The system indicates that your customers can purchase the product with only two options. Reviewing the product on the live site Open the live site. Select Gifts -> Watches in your on-line store main menu. The system displays a list of all watches that you offer in your on-line store. Click Kentico Watch to view the product's details page. The system offers the watch with a leather and glass case only. This is because you set the Aluminium option as unavailable. Select a leather case for the watch.

70 5. Click Add to cart. The system adds the product together with the product option to the shopping cart. Example - Adding a product with a Text option The example demonstrates how you can add a product with a Text option to a Kentico site. The product is based on the Product - Book prod uct type, and has one product option. The example uses the sample E-commerce Site. Adding a new product First, you need to add a new product of the required type and representation to a selected part of your on-line store. Open the Products application. Select Books -> Technical in the product sections tree and click New ( ). The system opens a dialog allowing you to specify the required type of your new product. Select Product - Book in the Product types column.

71 The system opens a page where you can specify product properties. Alternatively, you can select some other product type, e.g. Product. If the system doesn't offer any product type (for example, if you deleted the default product types), create a new product type as described in Managing product types and product section types. 5. Enter the following values for the product's properties: Product name: Developing Websites with Kentico Price: Department: Books Image: upload an image file Representing: Standard product Allow for sale: Yes (checked) Available items: 10 Click Save. The system adds the product to the selected part of your on-line store. Now you can add to the product a product option category. Adding a product option category to the product Switch to the product's Options -> Option categories tab and click New category. Alternatively, you can add to the product an existing category by clicking Add categories. Enter the following values for the category's properties: Option category name: Book inscription The system uses this name in your on-line store administration interface. Display name: Inscription The system uses this name on the live site. Enabled: Yes (checked) Type: Text Click Save. Enter the following values for the category's properties in the Options and Validation sections: User control type: Text field Display price adjustment: Yes (checked) Maximal text length: Click Save and close the dialog.

72 If you now switch back to the product's Options -> Option categories tab, the system lists the product option category as assigned to the product. As an option category of type Text, the category automatically contains one option, which you can now modify. Configuring the product option Edit ( ) the Book inscription product option category and switch to its Options tab. Enter the following value for the option's Price adjustment property: 5. Click. If your customers purchase the product together with the product option, they will have to pay an extra charge. Reviewing the product on the live site Open the live site. Select Books -> Technical in your on-line store main menu. The system displays a list of all technical books that you offer in your on-line store. Click Developing Websites with Kentico to view the product's details page. Enter My inscription into the Inscription field.

73 5. Click Add to cart. The system adds the product together with the product option to the shopping cart. Working with product variants Product variants are combinations of product options from product option categories of the Attribute type. You can offer and manage the variants as separate products. For example, your on-line store sells T-shirts (products) that are available to your customers in different sizes and colors (combinations of options from two product option categories). Each combination of size and color for a given T-shirt (product variant) has its own product number, price and stock records. Each variant behaves in the system as a separate product. Or perhaps your store sells sunglasses (products) for women, men and children (a combination of options from a single product option category). Each type of sunglasses (product variant) has its own product number, price and stock records. Again, each variant behaves in the system as a separate product. You can manage product variants in the Kentico E-commerce Solution administration interface, as described below. You can also manage product variants for selected products in the Pages application while editing the corresponding product documents on the SKU -> Variants tab.

74 Adding variants to products You can add variants only to products that use product options from at least one ENABLED product option category of the Attribut e type. You can add such product option categories to your products while editing the products on the Options -> Option categories tab. You can add variants to your products in the Products application while editing the products on the Options -> Variants tab. Click Define available variants. Select option categories. The system allows you to add variants from selected categories only. Select variants. Your customers can purchase only selected variants from these categories. Click Save. Your customers can now purchase the currently edited product in multiple variants. Filtering variants The system allows you to view for the current product only variants matching certain search criteria (e.g. a combination of options, variant name, SKU number). The system shows all product option categories whose options it uses in the variants (e.g. Color, Size). You can select any options from these categories (e.g. Black, White, S, M, L), as you specified while Selecting available options for products. Open the Products application. Edit ( ) a selected product. Switch to the Options -> Variants tab. The system shows all variants available for the current product.

75 5. 6. Specify your search criteria. Click Search. (Optional) Click Reset to view all variants available for the current product. The system shows for the current product only variants matching your search criteria. Changing the price of multiple variants at once The Kentico E-commerce Solution allows you to change the price of multiple variants of the current product at once. For example, you want to charge the same price for all items of a specific T-shirt in a specific color. Open the Products application. Edit ( ) a selected product. Switch to the Options -> Variants tab. The system displays all variants available for the current product (if any). Select the variants whose price you want to change (check the respective boxes). 5. Choose Selected variants in the left drop-down list. 6. Select Change price in the right drop-down list. The system displays the New price field. 7. Enter the new price for the selected variants.

76 8. Click OK. You can change the price of all available variants of the current product at once. To do so, select All variants in the left drop-down list (Step 5) while following the steps in this subsection. Your customers can now purchase the selected variants of the current product for the new price. Modifying variants You can modify product variants in the Products application while editing products on the Options -> Variants tab. Select a variant and click Edit ( ). Modify variant properties as required. Click Save. You can now use the variant with its updated settings. Removing variants You can remove product variants from your on-line store in the Products application while editing products on the Options -> Variants tab. You cannot remove variants which are used in at least one order. Removing variants one by one Select a variant. Click Delete ( ). Confirm that you want to remove the variant ( OK). The system removes the variant from your on-line store. Removing multiple variants at once Select the variants you want to remove (check the respective boxes). Choose Selected variants in the left drop-down list. Select Delete in the right drop-down list. Click OK. You can remove all available variants from the current product at once. To do so, select All variants in the left drop-down list (Step 2) while following the steps in this subsection.

77 The system removes the selected variants from your on-line store. Reference - Variant properties General Variant name The name of the variant that the system displays to your on-line store administrators in the administration interface. SKU number Allows you to specify a variant identifier, for example L-Green. You can use the identifier in your accounting records, etc. Price Allow for sale Here you can specify the price of the variant in your on-line store m ain currency. Allows you to specify if your customers can purchase the variant. Attributes Indicates which attributes, i.e. options from option categories of the Attribute type, are used in the variant. For example Color and Size. Inventory The system offers this section only if the product's Track inventory property ( General tab) is set to By variants. Available items Reorder at Here you can enter the number of variant items available in stock. Indicates at which quantity you/your on-line store administrators should reorder the variant. The system informs you about variants that you should reorder in the Inventory report (in Store reports -> Products -> Inventory). You can also configure the Products widget (in Store overview) to display this information. Shipping Package weight Package height Package width Package depth Allows you to specify package weight in units of your choice. Allows you to specify package height in units of your choice. Allows you to specify package width in units of your choice. Allows you to specify package depth in units of your choice. Example - Adding a product with variants The example demonstrates how you can add a product with variants to a Kentico site. The product is based on the Product - Cup product type, and has six product options in two Attribute option categories. Only five of these options are available for the product. The product has four variants. Two variants have their prices different from the price of the product. The example uses the sample E-commerce Site. Adding a new product First, you need to add a new product of the required type and representation to a selected part of your on-line store. Open the Products application. Select Gifts -> Cups in the product sections tree and click New ( ). The system opens a dialog allowing you to specify the required type of your new product. Click Product - Cup in the Product types column.

78 The system opens a page where you can specify product properties. Alternatively, you can select some other product type, e.g. Product. If the system doesn't offer any product type (for example, if you deleted the default product types), create a new product type as described in Managing product types and product section types. Enter the following values for the product's properties: Product name: Kentico Cup Price: 9.99 Department: Gifts Image: upload an image file Representing: Standard product Allow for sale: Yes (checked) Track inventory: By variants 5. Click Save. The system adds the product to the selected part of your on-line store. Now you can add product option categories to the product. Adding product option categories to the product Add to the product two product option categories of the Attribute type. Switch to the product's Options -> Option categories tab and click New category. Alternatively, you can add to the product existing categories by clicking Add categories. Enter the following values for the category's properties: Option category name: Color of cup The system uses this name in your on-line store administration interface. Display name: Color The system uses this name on the live site. Enabled: Yes (checked) Type: Attribute Click Save. Enter the following values for the category's properties in the Options section:

79 User control type: Radio buttons in vertical layout Default text: None (empty) Click Save and close the dialog. Click New category (on the Options -> Option categories tab). Enter the following values for the category's properties: Option category name: Size of cup Display name: Size Enabled: Yes (checked) Type: Attribute Click Save. User control type: Radio buttons in horizontal layout Default text: None (empty) Click Save and close the dialog. The system adds to the product two empty product option categories. Now you can add product options to the categories. Adding product options to the categories Add three product options to the Color of cup category, representing the red, green and blue color of the cup Edit ( ) the Color of cup category and switch to the Options tab. Click New option. Enter the following values for the first option's properties: Option name: Red Allow for sale: Yes (checked) Click Save and create another. Enter the following values for the second option's properties: Option name: Green Allow for sale: Yes (checked) Click Save and create another. Enter the following values for the third option's properties: Option name: Blue Allow for sale: Yes (checked) 8. Click Save and close the dialog. Add three product options to the Size of cup category, representing the small, medium-sized and large cup Edit ( ) the Size of cup category and switch to the Options tab. Click New option. Enter the following values for the first option's properties: Option name: Small Allow for sale: Yes (checked) Click Save and create another. Enter the following values for the second option's properties: Option name: Medium Allow for sale: Yes (checked) Click. Save and create another Enter the following values for the third option's properties: Option name: Large Allow for sale: Yes (checked) 8.

80 8. Click Save and close the dialog. The system adds to each option category three product options. Now you can specify which of these options the system is to offer to your store administrators while defining product variants. Selecting available options Selecting available options while defining product variants is optional. If you allow all options, you can later allow only selected variants made from these options (when defined). Currently, all the six options are available for the product. However, you want your customers to be able to buy the Kentico Cup in blue or red color only. This means that you need to disallow the Green option. Click Select available options ( ) for the Color of cup (Color) option category. The system opens the Select available 'Color of cup (Color)' options dialog. Here you can specify which options from this option category are available to your on-line store users. Select Allow only selected options. Enable the Red and Blue options. Click Save & Close. The system indicates that only two options from the Color of cup (Color) option category are available to your on-line store users. Now you can add variants to the product using the available options.

81 Adding the variants Switch to the product's Options -> Variants tab. Click Define available variants. Select the following option categories: Color Size The system offers combinations of available options from the two option categories as variants of the product. Select the following variants: Red-Small Blue-Small Blue-Medium Blue-Large

82 5. Click Save. If you switch back to the product's Options -> Variants tab, you can see that the product has four available variants. On creating the variants, the system automatically assigned each variant its name and SKU number. The system also set the price of each

83 variant according to the price of the product. Now you can modify the variants' properties. Configuring the variants Configuring the variants is optional. Configure the variants if you want to change the variants' properties, for example the price. Set the value of the Price property of the Kentico Cup (Blue, Large) variant to Click. Set the value of the Price property of the Kentico Cup (Blue, Medium) variant to 199. Click. For each variant, specify also the Stock property: 10. If your customers purchase the large or medium-sized Kentico Cup, they will be charged accordingly. Reviewing the product on the live site Open the live site. Select Gifts -> Cups in your on-line store main menu. The system displays a list of all cups that you offer in your on-line store. Click Kentico Cup to view the product's details page. The system offers the cup in red and blue color in three different sizes. The unavailable combinations of product options are greyed. 5. Select the large cup in blue color. Click Add to cart. The system adds the product (product variant) to the shopping cart.

84 Product statuses When creating a new product or editing an existing one (on the General tab), you can assign it with two different statuses: Public status - status of the product typically displayed to your website visitors. For example Featured product, Sale, Bestseller, etc. Internal status - status of the product typically used for internal purposes, i.e. displayed only in the administration interface and not visible to website visitors. For example New model, Old model, Discounted, etc. Public statuses You can define public statuses in the Store configuration application on the Public status tab (or in Multistore configuration -> Public status; global public statuses only). Here, the system displays a list of all defined public statuses. You can add new public statuses by clicking New public status, and you can modify properties of existing public statuses after clicking Edit ( ) in the Actions column. You can also remove public statuses from your on-line store by clicking Delete ( ) next to respective public status items.

85 When editing a public status, you can specify the following properties: Display name - specifies the name of the public status displayed to users on the live site and in the administration interface. Code name - specifies the name of the public status used by developers in the code. Enabled - indicates if you can use the public status object in your on-line store. For example, if enabled, you can select the respective public status from the Public status drop-down list when editing a product on the General tab. Internal statuses You can define internal statuses in the Store configuration application on the Internal status tab (or in Multistore configuration -> Internal status; global internal statuses only). Here, the system displays a list of all defined internal statuses. You can add new internal statuses by clicking New internal status, and you can modify properties of existing internal statuses after clicking Edit ( ) in the Actions c olumn. You can also remove internal statuses from your on-line store by clicking Delete ( ) next to respective internal status items. When editing an internal status, you can specify the following properties: Display name - specifies the name of the internal status displayed to users of your website. Code name - specifies the name of the internal status used by developers in the code. Enabled - indicates if you can use the public status object in your on-line store. For example, if enabled, you can select the respective internal status from the Internal status drop-down list when editing a product on the General tab. Manufacturers The Kentico E-commerce Solution allows you to specify for each product its manufacturer. You can use this information for your internal purposes, or display it on your website. For example, you can present a link to the manufacturer's site on a product detail page in order to let your customers find more details about the product. When creating a new product or editing an existing one (on the General tab), you can specify its manufacturer. You can do this by using the Manufacturer drop-down list, or you can add a new manufacturer.

86 Managing manufacturers You can manage manufactures in the Manufacturers application. Here, the system displays a list of all defined manufacturers. You can add new manufacturers by clicking New manufacturer, and you can modify properties of existing manufacturers after clicking Edit ( ) in the Ac tions column. You can also remove manufacturers from your on-line store by clicking Delete ( ) next to respective manufacturer items. When editing a manufacturer, you can specify the following properties: Display name - specifies the name of the manufacturer displayed to users on the live site and in the administration interface. Code name - specifies the name of the manufacturer used by developers in the code. Description - allows you to enter a text description for the manufacturer in order to provide users with information about the manufacturer's orientation, background, etc. Website - allows you to specify the URL of the manufacturer's website. Logo - here you can attach a teaser, usually an image, to the manufacturer. You can also upload other types of files such as documents, and audio and video files. Enabled - indicates if you can use the manufacturer object in your on-line store. For example, if enabled, you can select the respective manufacturer from the Manufacturer drop-down list when editing a product on the General tab. Is important - allows you to mark the manufacturer as important. For example, you can use the flag for various filtering purposes when displaying data on the live site. Suppliers The Kentico E-commerce Solution allows you to specify for each product its supplier. You can use this information typically for your internal purposes to optimize your e-business. When creating a new product or editing an existing one (on the General tab), you can specify its supplier. You can do this by using the Supp lier drop-down list, or you can add a new supplier.

87 Managing suppliers You can manage suppliers in the Suppliers application. Here, the system displays a list of all defined suppliers. You can add new suppliers by clicking New supplier, and you can modify properties of existing suppliers after clicking Edit ( ) in the Actions column. You can also remove suppliers from your on-line store by clicking Delete ( ) next to respective supplier items. When editing a supplier, you can specify the following properties: Display name - specifies the name of the supplier displayed to the users of your website. Code name - specifies the name of the supplier used by developers in the code. Supplier - allows you to specify the supplier's address. Supplier phone - allows you to enter the supplier's phone number. Supplier fax - allows you to enter the supplier's fax number. Enabled - indicates if you can use the supplier object in your on-line store. For example, if enabled, you can select the respective supplier from the Supplier drop-down list when editing a product on the General tab. Discounts With the Kentico E-commerce Solution you can effectively motivate your on-line store customers to purchase products in higher quantities by offering the customers various types of discounts. Discounting in Kentico thus gives you the opportunity to further increase your sales. For example, you can increase short-term sales, move out-of-date stock, reward your valuable clients, etc. You can achieve this by using flexible, time-limited, and effectively targeted discounts. Discounts on products Catalog discounts allow you to motive your selected customers to purchase more offered products. You can configure the system to apply catalog discounts only to products specified by rules (macro conditions). For example, you can provide discounts to all eligible customers who purchase any products by selected manufacturers such as Apple, Samsung, etc. Volume discounts are applied if the customers purchase specified amounts of the products. The system automatically calculates and applies volume discounts during the checkout process when the customers add the respective amounts of product items to their shopping carts. You can set up multiple volume discount levels. This allows you to apply different discounts on different amounts of purchased product items. For example, you can provide a 3 % discount if the customers purchase at least three Adidas Trefoil

88 T-shirts and a 5 % discount if they purchase at least five items of this product. Bundles allow you to offer your customers multiple products of various kinds as single products for special discounted prices. For example, you can sell combinations of Reebok's T-shirts, shoes and caps together in bundles as single products. Discounts on orders Order discounts can be applied on your selected customers' whole shopping. You can configure the system to apply order discounts only if specified rules (macro conditions) are fulfilled. For example, you can provide discounts to all eligible customers who pay in Euro via the PayPal payment gateway. Free shipping Free shipping offers allow you to motive your selected customers by granting them free shipping. You can configure the system to apply free shipping offers only if specified rules (macro conditions) are fulfilled. For example, you can waive the shipping charges for all eligible customers who have their purchased products sent to Texas. Discount coupons The E-commerce Solution also features various types of discount coupons. These coupons can represent: Virtual vouchers that your customers can redeem when purchasing selected products (product coupons). Virtual vouchers that your customers can redeem to receive discounts on their whole shopping (order discounts). Virtual vouchers that your customers can redeem to receive free shipping (free shipping offers). Working with catalog discounts You can use catalog discounts to motivate selected customers to purchase more products. If you use catalog discounts, the system offers your products on the live site to all eligible customers for discounted prices. The system also displays the products' discounted prices to your on-line store administrators while creating/editing orders of your eligible customers. You can configure catalog discounts to apply only to products specified by rules (macro conditions); the catalog rules use properties of the respective SKUs (product objects), and can include the range of the product price, manufacturer of the product, its public status, etc. You can also specify periods of validity for catalog discounts. For example, you can provide special Christmas sale discounts to all eligible customers who purchase any products from the selected depart ments such as Clothing, Electronics, etc. between November 15 and December 2 The system binds catalog discounts to specific sites, for example to the sample E-commerce Site. If you run multiple sites and want to use catalog discounts, you thus need to define dedicated catalog discounts for each site. Adding catalog discounts You can add catalog discounts in the Catalog discounts application. Adding catalog discounts limited by periods of validity Adding catalog discounts targeted on selected customers Adding catalog discounts limited to selected product scopes You can combine the catalog discount limitations. For example, you can add discounts effective on all footwear products throughout January, and targeted on your registered customers. Adding catalog discounts limited by periods of validity To add catalog discounts limited by periods of validity: Click New catalog discount. Enter the catalog discount properties. You need to specify the properties in the Duration section: Valid from - specifies the start of the period of validity. Valid to - specifies the end of the period of validity.

89 If you leave both properties in the Duration section empty, the discount has unlimited validity. If you enter the Valid from property but leave the Valid to property empty, the discount has validity unlimited towards the future. The period of validity starts as specified in its Valid from property. If you enter the Valid to property but leave the Valid from property empty, the discount has limited validity. The period of validity starts upon the discount's adding to the system and finishes as specified in its Valid to property. Click Save. The system creates a new catalog discount. The system applies the discount only during the discount's period of validity (if active). If you open the Catalog discounts application, you can see that the system displays for each listed catalog discount its status: Status Description Active The catalog discount is enabled in the system (the Enabled pr operty is turned on). If period of validity is specified for the discount (the Valid from, Valid to properties), the discount is currently effective. Disabled The catalog discount is not enabled in the system (the Enable d property is turned off). If period of validity is specified for the discount (the Valid from, Valid to properties), it has no effect. Not started The catalog discount is enabled in the system (the Enabled pr operty is turned on), and its period of validity is specified (the Valid from, Valid to properties). The discount is currently ineffective because its period of validity has not started. Finished The catalog discount is enabled in the system (the Enabled pr operty is turned on), and its period of validity is specified (the Valid from, Valid to properties). The discount is currently ineffective because its period of validity has finished. Adding catalog discounts targeted on selected customers To add catalog discounts targeted on selected customers: Click New catalog discount. Enter the catalog discount properties. While entering the discount's properties, make sure you change the value of the Only for these customers property in the Custom ers section: All - all customers are eligible for the discount; the default option. Registered users - only registered customers are eligible for the discount. Selected roles - only customers in selected roles are eligible for the discount. To add roles: a. Click Select roles. This opens the Select roles dialog. b. Select the required roles. c.

90 c. Click Select. You can enter roles directly by typing in their code names separated by semicolons, e.g. _authenticated_;member s. You can add registered customers to roles in the Customers application while editing a selected customer on the Roles tab. Click Save. The system creates a new catalog discount. The system applies the discount (if active) only for the selected customers. If you need to add catalog discounts targeted on custom groups of customers, for example on selected users, contact groups, etc., see Configuring discount rules. Adding catalog discounts limited to selected product scopes To add catalog discounts limited to selected product scopes: Click New catalog discount. Enter the catalog discount properties. While entering the discount's properties, make sure you change the value of the Apply to property in the Basics section: Selecting the discount rules a. Click Edit condition to edit the Apply to property. This opens the Edit macro condition dialog on the Rule designer tab. b. Select the required rule in the right part of the dialog. c. d. Click Add rule ( ) to add the rule to the condition. (Optional) Repeat Steps b. and c. to add more rules.

91 Specifying the rule parameters a. Click the underlined part of the rule in the left part of the dialog. This opens the Set parameter value dialog. b. Select the parameter. c. Click OK. The system closes the Set parameter value dialog. The Edit macro condition dialog is open for editing. d. (Optional) Repeat Steps a. through c. if the rule contains more parameters, or if you added more rules. e. Click Save & Close. The system closes the Edit macro condition dialog and saves the condition specifying the selected product scope. Click Save. The system creates a new catalog discount. The system applies the discount only if the specified condition is fulfilled (if active). Modifying catalog discounts You can modify catalog discounts in the Catalog discounts application. Select a catalog discount and click Edit ( ). Modify the catalog discount properties as required. Click Save. You can now use the catalog discount with its updated settings. Displaying catalog discounts in the invoice To display catalog discounts applied on the ordered product items in the invoice: Open the Store configuration application. Switch to the Invoice tab. Add the following code into your invoice template:

92 {%ContentTable.ApplyTransformation("Ecommerce.Transformations.Order_ContentTab le", "Ecommerce.Transformations.Order_ContentTableHeader", "Ecommerce.Transformations.Order_ContentTableFooter")#%} Click Save. If you now review an existing order on the Invoice tab, you can see that the invoice includes information about catalog discounts applied on the ordered product items. The ordered product items and the related information including the applied catalog discounts are displayed by the Ecommerce.Tra nsformations.order_contenttable transformation.

93 You can edit the transformation in Document types -> Edit ( ) E-commerce - Transformations on the Transformations tab. Displaying product discounts on the live site The system allows you to attract the customers by showing them what economical and convenient purchases they can make in your on-line store. Specifically, the system can display for the products their original and discounted prices. The system can also display for selected products special status labels, for example Sale, New, Featured, etc. Offering products at discounted prices You can motivate your customers to purchase more products by offering the products at discounted prices. The Kentico E-commerce Solution sample product listing pages can display the products with the original and discounted prices. Whether and how the system displays the prices depends on the products' configuration, and availability of catalog discounts: Product price Product list price Catalog discount Description defined defined doesn't apply The list price is crossed out and the price is highlighted. defined not defined applies The price is crossed out and the price reduced by the discount is highlighted. defined defined applies The list price is crossed out and the price reduced by the discount is highlighted. defined not defined doesn't apply Only the price is displayed for the product; the price is highlighted. (The system displays only one price for the product). The Kentico E-commerce Solution sample product details pages can display the products with the original and discounted prices. The amount (and percentage of the original prices) that the customers can save is also displayed. Whether and how the system displays this information depends on the products' configuration, and availability of catalog discounts: Product price Product list price Catalog discount Description defined defined doesn't apply The list price, displayed as List price, is crossed out and the price, displayed as Your price, is highlighted.

94 defined not defined applies The price, displayed as List price, is crossed out and the price reduced by the discount, displayed as Your price, is highlighted. defined defined applies The list price, displayed as List price, is crossed out and the price reduced by the discount, displayed as Your price, is highlighted. defined not defined doesn't apply The system displays for the product only the price as Total price. You can specify the products' Price and List price properties while editing the products on the General tab. Alternatively, you can specify these properties in the Pages application while editing the corresponding product documents on the Form tab. List price stands for the recommended retail price (RRP) or manufacturer's suggested retail price (MSRP) of the product. The list price typically is determined by factors such as supply, demand and manufacturing costs. Offering products highlighted with statuses You can motivate your customers to purchase selected products by showing product statuses, e.g. Sale, New, Featured, etc. You can specify the products' statuses by modifying their Public status properties on the General tab. Alternatively, you can specify the products' statuses in the Pages application while editing the corresponding product documents on the Form tab. Configuring the pages to display product discounts The sample product listing pages and sample product details pages contain web parts using transformations that can display product discount information (product prices and statuses). Kentico sample pages Web part Transformation Product listing pages, e.g. the T-shirts page Product List EcommerceSite.Transformations.ProductPr eviewforthreecolumnslayout Product details pages, e.g. the Adidas Trefoil Tee page Product details pages, e.g. the Adidas Trefoil Tee page Product Detail Product Main Image EcommerceSite.Transformations.ProductD etail EcommerceSite.Transformations.ProductD etailgalleryproductimage

95 To configure a product listing/product details page to display product prices and product statuses: Open the Pages application. Select the required page from the content tree. Switch to the Edit -> Design tab. Add appropriate web part(s) to the selected web part zone(s). You can do this by copying the web part(s) from any sample product listing/product details page. If you are editing your custom product listing page, add the Product List web part. If you are editing your custom product details page, add the Product Detail and Product Main Image web parts. 5. Modify the web parts' Transformation properties as required. Product listing pages If you want the page to display product prices, i.e. the currently valid price and the undiscounted price (if available), make sure the transformation contains the following code: <span class="retailprice"><%# If(GetSKUOriginalPrice() > 0, GetSKUFormattedOriginalPrice(), "") %></span> <span class="price"><%# GetSKUFormattedPrice() %></span> If you want the page to display product statuses (if available), make sure the transformation contains the following code: <span class="indicator <%# GetSKUIndicatorProperty("PublicStatusName") %>"><%# Localize(GetSKUIndicatorProperty("PublicStatusDisplayName")) %></span> Product details pages If you want the page to display product prices, i.e. the currently valid price and the undiscounted price (if available), and the amount (percentage of the original price) that the customers can save, make sure the transformation contains the following code:

96 <table> <% if(getskupricesaving() > 0){ %> <tr> <td class="label"> <span class="retailprice">list price: </span> </td> <td> <span class="linethrough"><%# GetSKUFormattedOriginalPrice() %></span> </td> </tr> <tr> <td class="label"> <span class="yourprice">your price: </span> </td> <td> <span><%# GetSKUFormattedPrice() %></span> </td> </tr> <tr> <td class="label"> <span class="instantsavings">you save: </span> </td> <td> <span><%# GetSKUFormattedPriceSaving() + " (" + GetSKUPriceSaving(true) + "%)" %></span> </td> </tr> <% } %> </table> If you want the page to display the product's status (if available), make sure the transformation contains the following code:

97 <div class="productpublicstatus"> <span class="<%# GetSKUIndicatorProperty("PublicStatusName") %>"> <%# Localize(GetSKUIndicatorProperty("PublicStatusDisplayName")) %> </span> </div> (Optional) Modify other properties of the web part(s) if required. Click OK. If your customers now view the page on the live site, they can see the product's discount information. Managing access to catalog discounts for selected users In Kentico, managing access to catalog discounts for selected users is managing corresponding E-commerce Solution permissions for the roles to which the users are assigned. Open the Roles application. Select the required site. The system displays a list of all roles available on the selected site. Edit ( ) the selected role. Adding the users to the role First, you need to make sure that the selected users are in appropriate roles. This is because you cannot add permissions directly to the users but to the roles to which the users are assigned. Switch to the Users tab. Click Add users. This opens the Select users dialog. Select the user(s). Click Save & Close. The system closes the Select users dialog and adds the selected user(s) to the current role. Now you can manage access to catalog discounts for the selected user(s) by assigning / unassigning the corresponding E-commerce permissions for the role. Alternatively, you can add registered customers to roles in the Customers application while editing a selected customer on the Rol es tab. Assigning / unassigning permissions for the role Switch to the Permissions tab. Select Module ( Permissions for, left). Select E-commerce ( Permissions for, right). The system displays a list of all E-commerce permissions available for the current role. Enable/disable the permissions as required. Permission Read discounts Description Allows users in selected roles to access discounts and free shipping offers.

98 Modify discounts Read configuration Modify configuration Allows users in selected roles to create, modify and delete discounts and free shipping offers. Allows users in selected roles to access E-commerce configuration, i.e. the on-line store settings, discount rules, etc. Allows users in selected roles to modify E-commerce configuration. The system allows/restricts for all users in the current role the selected permissions. The users now have / do not have the permissions and can / cannot access catalog discounts. You can hide catalog discounts from the administration interface for selected users by disabling the corresponding UI elements for the roles to which the users are assigned. Please refer to Reference - Managing UI elements for more details. Removing catalog discounts You can remove catalog discounts from your on-line store in the Catalog discounts application. Select a catalog discount. Click Delete ( ). Confirm that you want to remove the discount ( OK). The system removes the catalog discount from your on-line store. Reference General Name The name of the catalog discount used in various parts of the system's administration interface, e.g. in catalog discounts lists. The system can display this name also to your on-line store customers while viewing the details of the product price in the Prod uct price detail dialog. Code name Description Enabled The string identifier of the catalog discount object used by developers in the code. Unless there is a reason to set a particular value, you can leave the default (automatic) option, and the system generates an appropriate code name. To make the catalog discount easier to use and maintain, you can add an explanation about the scenarios for which the discount is intended, etc. Indicates if the catalog discount is enabled in the system (active). While calculating the price of product (product option) items added to the shopping cart, the system skips disabled discounts. Basics Discount Here you can specify the form of discount: By % - use this option if you want to reduce the price of products (product options) by a percentage. By <currency code> - use this option if you want to reduce the price of products (product options) by a given amount in your on-line store main currency. Value Indicates an absolute discount value (in your on-line store main currency) or relative discount value (in per cent). The system reduces the price of the product items that the customer adds to the shopping cart (including all selected product options) by the discount value and calculates all applicable taxes accordingly.

99 Apply to Here you can enter the condition(s) that must be fulfilled for the system to apply the catalog discount. By utilizing rules (user-friendl y representations of macro expressions), you can write any condition according to your specific requirements. Clicking Edit opens the Edit macro condition dialog, which allows you to add rules through a graphical interface. You can click Clear to remove the current content of the condition field. Example: All products and Product number contains 1255 The condition ensures that the catalog discount is only applied if the product number contains For details about available macro options and syntax, please refer to Macro expressions. Duration Valid from Indicates since when the catalog discount is valid. You can click N ow to insert the current date and time or you can click to choose the date and time from the calendar. For unlimited validity, leave the field empty. Valid to Indicates until when the catalog discount is valid. You can click No w to insert the current date and time or you can click to choose the date and time from the calendar. For unlimited validity, leave the field empty. Customers Only for these customers Allows you to specify customers eligible for the catalog discount: All - all customers are eligible for the discount. Registered users - only registered customers are eligible for the discount. Selected roles - only customers in selected roles are eligible for the discount. Discount calculation Priority Here you can specify in what sequence the system applies the listed active catalog discounts (if any). Enter 1 for the highest priority. Apply further discounts with lower priority Here you can specify if the system applies catalog discounts with a lower priority (if any) after applying the current catalog discount. Example - Applying a catalog discount The example demonstrates an application of a catalog discount. The 10% discount is time-limited, targeted on your registered customers, and applies to all products from the Clothing department. It is applied while editing an existing order in the administration interface, and while shopping on the live site. The example uses the sample E-commerce Site. Adding a catalog discount First, enter the catalog discount's general properties. Open the Catalog discounts application.

100 Click New catalog discount. The system opens a page where you can specify the discount properties. Enter the following values for the discount's properties: Name: Clothing department discounts Enabled: Yes (checked) Discount: By % Value: 10 Click Save. The system saves the catalog discount. Currently, the discount applies to all products, there is no time limit, and all customers are eligible. Limiting the discount's validity The values in this section can be invalid when you are going through the example. Make sure you specify a valid period. To specify the catalog discount's period of validity: Enter the properties in the Duration section. Valid from: 11/15/2014 8:00:00 AM Valid to: 12/23/2014 6:00:00 PM Click Save. The system saves the catalog discount. Currently, the discount applies to all products, there is a time limit specified, and all customers are eligible. Specifying the discount's customer target group To specify the catalog discount's customer target group: Enter the properties in the Customers section. Only for these customers: Registered users Click Save. The system saves the catalog discount. Currently, the discount applies to all products, there is a time limit specified, and only the registered customers are eligible. Limiting the discount's product scope To limit the catalog discount's product scope, specify the Apply to property in the Basics section. Selecting the discount rule Click Edit. This opens the Edit macro condition dialog on the Rule designer tab. Select the Product department is rule in the right part of the dialog. Click Add rule ( ) to add the selected rule to the condition.

101 Specifying the rule's parameter Click select department in the left part of the dialog. This opens the Set parameter value dialog for the department parameter. Select Clothing from the list of available departments. 5. Click OK. The system closes the Set parameter value dialog. Click Save & Close in the Edit macro condition dialog. The system closes the dialog and saves the condition specifying the selected product scope. Click Save. The system saves the catalog discount. Currently, the discount applies to all products from the Clothing department, there is a time limit specified, and only the registered customers are eligible. Applying the catalog discount While editing an existing order in the administration interface Open the Orders application. Edit ( ) the selected order of a registered customer. Switch to the Items tab. Add the Nike Race Day T-shirt. a. b. Click Add item. The system opens the Select the Nike Race Day T-shirt. Add order items dialog. Click the name of the product leaving the Quantity field empty. The system opens the Add order items dialog with the product details displayed. The system behaves like this because the product has product options. c. d. Specify the amount of product items: Units: 1 Click Add to cart. The system closes the dialog and applies the catalog discount.

102 If you now click Next, the system saves the order. While shopping on the live site View the live site. Sign in as a registered customer. Select Clothing -> T-shirts in your on-line store main menu. The system displays a list of all T-shirts that you offer in your on-line store. The system offers to the registered customer all T-shirts with a 10% discount. Click Add to cart in the Nike Race Day section. The product has product options. That's why the system now displays the product's details page. 5. Click Add to cart again. The system displays the content of the registered customer's shopping cart with the catalog discount applied on the product.

103 If you now click Check out, you can continue with the checkout process. Working with order discounts You can use order discounts to motivate selected customers to purchase more products. The system applies order discounts on your eligible customers' whole shopping. Specifically, these discounts apply to the sum of prices of product items (including selected product options) added to the shopping cart. You can configure order discounts to apply only if specified rules (macro conditions) are fulfilled; the order rules use properties of the shopping cart, and can include shopping cart content, billing/shipping address, order currency, etc. You can also specify periods of validity for order discounts. For example, you can provide special Christmas sale discounts to all eligible customers who make the purchase between November 15 and December 23, and pay in U.S. Dollars. The system binds order discounts to specific sites, for example to the sample E-commerce Site. If you run multiple sites and want to use order discounts, you thus need to define dedicated order discounts for each site. Adding order discounts You can add order discounts in the Order discounts application. Adding order discounts limited by periods of validity Adding order discounts targeted on selected customers Adding order discounts limited by conditions You can combine the order discount limitations. For example, you can add discounts effective on orders made in U.S. Dollars throughout January, and targeted on your registered customers. Adding order discounts limited by periods of validity To add order discounts limited by periods of validity: Click New order discount. Enter the order discount properties. You need to specify the properties in the Duration section: Valid from - specifies the start of the period of validity. Valid to - specifies the end of the period of validity.

104 If you leave both properties in the Duration section empty, the discount has unlimited validity. If you enter the Valid from property but leave the Valid to property empty, the discount has validity unlimited towards the future. The period of validity starts as specified in its Valid from property. If you enter the Valid to property but leave the Valid from property empty, the discount has limited validity. The period of validity starts upon the discount's adding to the system and finishes as specified in its Valid to property. Click Save. The system creates a new order discount. The system applies the discount only during the discount's period of validity (if active). If you open the Order discounts application, you can see that the system displays for each listed order discount its status: Status Description Active The order discount is enabled in the system (the Enabled pro perty is turned on). If period of validity is specified for the discount (the Valid from, Valid to properties), the discount is currently effective. Disabled The order discount is not enabled in the system (the Enabled property is turned off). If period of validity is specified for the discount (the Valid from, Valid to properties), it has no effect. Not started The order discount is enabled in the system (the Enabled pro perty is turned on), and its period of validity is specified (the V alid from, Valid to properties). The discount is currently ineffective because its period of validity has not started. Finished The order discount is enabled in the system (the Enabled pro perty is turned on), and its period of validity is specified (the V alid from, Valid to properties). The discount is currently ineffective because its period of validity has finished. Adding order discounts targeted on selected customers To add order discounts targeted on selected customers: Click New order discount. Enter the order discount properties. While entering the discount's properties, make sure you change the value of the Only for these customers property in the Custom ers section: All - all customers are eligible for the discount; the default option. Registered users - only registered customers are eligible for the discount. Selected roles - only customers in selected roles are eligible for the discount. To add roles: a. Click Select roles. This opens the Select roles dialog. b.

105 b. c. Select the required roles. Click Select. You can enter roles directly by typing in their code names separated by semicolons, e.g. _authenticated_;member s. You can add registered customers to roles in the Customers application while editing a selected customer on the Roles tab. Click Save. The system creates a new order discount. The system applies the discount (if active) only for the selected customers. If you need to add order discounts targeted on custom groups of customers, for example on selected users, contact groups, etc., please refer to Configuring discount rules. Adding order discounts limited by conditions To add order discounts limited by conditions: Click New order discount. Enter the order discount properties. While entering the discount's properties, make sure you specify the values of the properties in the Discount conditions section: Specifying the minimum order amount Enter the minimum order amount in your on-line store main currency. Selecting the discount rules a. Click Edit condition to edit the Further conditions property. This opens the Edit macro condition dialog on the Rule designer tab. b. Select the required rule in the right part of the dialog. c. d. Click Add rule ( ) to add the rule to the condition. (Optional) Repeat Steps b. and c. to add more rules.

106 Specifying the rule parameters a. Click the underlined part of the rule in the left part of the dialog. This opens the Set parameter value dialog. b. Select the parameter. c. Click OK. The system closes the Set parameter value dialog. The Edit macro condition dialog is open for editing. d. (Optional) Repeat Steps a. through c. if the rule contains more parameters, or if you added more rules. e. Click Save & Close. The system closes the Edit macro condition dialog and saves the condition limiting the discount's application. Click Save. The system creates a new order discount. The system applies the discount only if the specified conditions are fulfilled (if active). Modifying order discounts You can modify order discounts in the Order discounts application. Select an order discount and click Edit ( ). Modify the order discount properties as required. Click Save. You can now use the order discount with its updated settings. Displaying order discounts in the invoice To display a discount applied on the customer's order in the invoice: Open the Store configuration. Switch to the Invoice tab. Add the following code into your invoice template:

107 {%OrderDiscount.Format(Currency.CurrencyFormatString)#%} Click Save. If you now review an existing order on the Invoice tab, you can see that the invoice includes information about order discount(s) applied on the order. Managing access to order discounts for selected users In Kentico, managing access to order discounts for selected users is managing corresponding E-commerce Solution permissions for the roles to which the users are assigned. Open the Roles application. Select the required site. The system displays a list of all roles available on the selected site. Edit ( ) the selected role. Adding the users to the role First, you need to make sure that the selected users are in appropriate roles. This is because you cannot add permissions directly to the users but to the roles to which the users are assigned.

108 Switch to the Users tab. Click Add users. This opens the Select users dialog. Select the user(s). Click Save & Close. The system closes the Select users dialog and adds the selected user(s) to the current role. Now you can manage access to order discounts for the selected user(s) by assigning / unassigning the corresponding E-commerce permissions for the role. Alternatively, you can add registered customers to roles in the Customers application while editing selected customers on the Rol es tab. Assigning / unassigning permissions for the role Switch to the Permissions tab. Select Module ( Permissions for, left). Select E-commerce ( Permissions for, right). The system displays a list of all E-commerce permissions available for the current role. Enable/disable the permissions as required. Permission Read discounts Modify discounts Read configuration Modify configuration Description Allows users in selected roles to access discounts and free shipping offers. Allows users in selected roles to create, modify and delete discounts and free shipping offers. Allows users in selected roles to access E-commerce configuration, i.e. the on-line store settings, discount rules, etc. Allows users in selected roles to modify E-commerce configuration. The system allows/restricts for all users in the current role the selected permissions. The users now have / do not have the permissions and can / cannot access order discounts. You can hide order discounts from the administration interface for selected users by disabling the corresponding UI elements for the roles to which the users are assigned. Please refer to Reference - Managing UI elements for more details. Removing order discounts You can remove order discounts from your on-line store in the Order discounts application. Select an order discount. Click Delete ( ). Confirm that you want to remove the discount ( OK). The system removes the order discount from your on-line store. Reference General Name Code name Description The name of the order discount used in various parts of the system's administration interface, e.g. in order discounts lists. The string identifier of the order discount object used by developers in the code. Unless there is a reason to set a particular value, you can leave the default (automatic) option, and the system generates an appropriate code name. To make the order discount easier to use and maintain, you can add an explanation about the scenarios for which the discount is intended, etc.

109 Enabled Indicates if the order discount is enabled in the system (active). While calculating the total price of the shopping cart content, the system skips disabled discounts. Discount value Discount Here you can specify the form of discount: By % - use this option if you want to reduce the total price of the order by a percentage. By <currency code> - use this option if you want to reduce the total price of the order by a given amount in your on-line store main currency. Value Indicates an absolute discount value (in your on-line store main currency) or relative discount value (in per cent). The system reduces the total price of the shopping cart content by the discount value and calculates all applicable taxes accordingly. Discount conditions Minimum order amount Further conditions Here you can specify the minimum total price of the shopping cart content for the system to apply the order discount. Here you can enter further condition(s) that must be fulfilled for the system to apply the order discount. By utilizing rules (user-friendly representations of macro expressions), you can write any condition according to your specific requirements. Clicking Edit opens the Edit macro condition dialog, which allows you to add rules through a graphical interface. You can click Clear to remove the current content of the condition field. Example: Currency is Euro and Payment method is PayPal The condition ensures that the order discount is only applied if the customer pays in Euro via the PayPal payment gateway. For details about available macro options and syntax, please refer to Macro expressions. Coupons The customer must enter a coupon code to receive the discount Here you can specify whether the system applies the discount only if the customer enters an appropriate coupon code. You can manage the order discount's coupons on its Coupons tab. Duration Valid from Indicates since when the order discount is valid. You can click Now to insert the current date and time or you can click to choose the date and time from the calendar. For unlimited validity, leave the field empty. Valid to Indicates until when the order discount is valid. You can click Now t o insert the current date and time or you can click date and time from the calendar. For unlimited validity, leave the field empty. to choose the

110 Customers Only for these customers Allows you to specify customers eligible for the order discount: All - all customers are eligible for the discount. Registered users - only registered customers are eligible for the discount. Selected roles - only customers in selected roles are eligible for the discount. Discount calculation Priority Here you can specify in what sequence the system applies the listed active order discounts (if any). Enter 1 for the highest priority. Apply further discounts with lower priority Here you can specify if the system applies order discounts with a lower priority (if any) after applying the current order discount. Example - Applying an order discount The example demonstrates an application of an order discount. The 10% discount is time-limited, targeted on your customers in the Facebook users role, and applies to all orders to Texas exceeding 100 USD. It is applied while editing an existing order in the administration interface, and while shopping on the live site. The example uses the sample E-commerce Site. Adding an order discount The order discount in this example doesn't use discount coupons. Please refer to Example - Applying a coupon code to receive a discount on your order to see an example of application of an order discount that uses discount coupons. First, enter the order discount's general and value properties. Open the Order discounts application. Click New order discount. The system opens a page where you can specify the discount properties. Enter the following values for the discount's properties: Name: Christmas sale Enabled: Yes (checked) Discount: By % Value: 10 Click Save. The system saves the order discount. Currently, the discount applies to all orders placed by all customers. Limiting the discount's validity The values in this section can be invalid when you are going through the example. Make sure you specify a valid period. To specify the order discount's period of validity: Enter the properties in the Duration section. Valid from: 11/15/2014 8:00:00 AM Valid to: 12/23/2014 6:00:00 PM Click Save. The system saves the order discount. Currently, the discount applies to all orders placed by all customers within the specified period. Specifying the discount's customer target group To specify the order discount's customer target group:

111 Enter the properties in the Customers section. Only for these customers: Selected roles a. b. Click Select roles. The system opens the Select the Facebook users role. Select roles dialog. c. Click Select. The system closes the Select roles dialog. Click Save. The system saves the order discount. Currently, the discount applies to all orders placed by customers in the Facebook users role within the specified period. Specifying the discount's application conditions To further limit the order discount's application, specify the properties in the Discount conditions section. Specifying the minimum order amount Minimum order amount: 100 Selecting the discount rule Click Edit. This opens the Edit macro condition dialog on the Rule designer tab. Select the Shipping address state is rule in the right part of the dialog.

112 Click Add rule ( ) to add the selected rule to the condition. Specifying the rule's parameter Click select state in the left part of the dialog. This opens the Set parameter value dialog for the state parameter. Select Texas from the list of available states. 5. Click OK. The system closes the Set parameter value dialog. Click Save & Close in the Edit macro condition dialog. The system closes the dialog saves the macro condition. Click Save. The system saves the order discount. Currently, the discount applies to all orders to Texas exceeding 100 USD placed by customers in the Facebook users role within the specified period. Applying the order discount While editing an existing order in the administration interface Open the Orders application. Edit ( ) the selected order to Texas placed by a customer (user) in the Facebook users role. Switch to the Items tab. Add the Nike Race Day T-shirt. a. Click Add item.

113 a. b. The system opens the Add order items dialog. Select the Nike Race Day T-shirt. Click the name of the product leaving the Quantity field empty. The system opens the Add order items dialog with the product details displayed. The system behaves like this because the product has product options. c. d. Specify the amount of product items: Units: 10 Click Add to cart. The system closes the dialog and applies the discount on the order. If you now click Next, the system saves the order. While shopping on the live site View the live site. Sign in as a customer (user) with their address in Texas in the Facebook users role. Select Clothing -> T-shirts in your on-line store main menu. The system displays a list of all T-shirts that you offer in your on-line store. Click Add to cart in the Nike Race Day section. The product has product options. That's why the system now displays the product's details page Enter 10 for the amount of product items. Click Add to cart again. The system displays the content of the shopping cart of the customer (user) in the selected role, with the discount applied on the order.

114 If you now click Check out, you can continue with the checkout process. Working with free shipping offers You can use free shipping offers to provide free shipping to your selected customers. You can configure free shipping offers to apply only if specified rules (macro conditions) are fulfilled. These rules use properties of the shopping cart, and can include shopping cart content, billing/shipping address, order currency, order amount, etc. You can also specify periods of validity for free shipping offers. For example, you can provide free shipping to all eligible customers who wish to have their purchased product/s sent to Texas between November 15 and December 2 The system binds free shipping offers to specific sites, for example to the sample E-commerce Site. If you run multiple sites and want to use free shipping offers, you thus need to define dedicated free shipping offers for each site. Adding free shipping offers You can add free shipping offers in the Free shipping offers application. Adding free shipping offers limited by periods of validity Adding free shipping offers targeted on selected customers Adding free shipping offers limited by conditions You can combine the free shipping offer limitations. For example, you can provide free shipping to all your registered US customers who placed their orders throughout January. Adding free shipping offers limited by periods of validity To add free shipping offers limited by periods of validity: Click New Free shipping offer. Enter the free shipping offer properties. You need to specify the properties in the Duration section: Valid from - specifies the start of the period of validity. Valid to - specifies the end of the period of validity.

115 If you leave both properties in the Duration section empty, the offer has unlimited validity. If you enter the Valid from property but leave the Valid to property empty, the offer has validity unlimited towards the future. The period of validity starts as specified in its Valid from property. If you enter the Valid to property but leave the Valid from property empty, the offer has limited validity. The period of validity starts upon the offer's adding to the system and finishes as specified in its Valid to property. Click Save. The system creates a new free shipping offer. The system provides free shipping only during the offer's period of validity (if active). If you open the Free shipping offers application, you can see that the system displays for each listed offer its status: Status Active Description The free shipping offer is enabled in the system (the Enabled property is turned on). If duration is specified for the offer (the Valid from, Valid to pro perties), the offer is currently effective. Disabled The free shipping offer is not enabled in the system (the Enabl ed property is turned off). If duration is specified for the offer (the Valid from, Valid to pro perties), it has no effect. Not started Finished The free shipping offer is enabled in the system (the Enabled property is turned on), and its duration is specified (the Valid from, Valid to properties). The offer is currently ineffective because its period of validity has not started. The free shipping offer is enabled in the system (the Enabled property is turned on), and its duration is specified (the Valid from, Valid to properties). The offer is currently ineffective because its period of validity has finished. Adding free shipping offers targeted on selected customers To add free shipping offers targeted on selected customers: Click New Free shipping offer. Enter the free shipping offer properties. While entering the offer's properties, make sure you change the value of the Only for these customers property in the Customers section: All - all customers are eligible for the offer; the default option. Registered users - only registered customers are eligible for the offer. Selected roles - only customers in selected roles are eligible for the offer. To add roles: a. Click Select roles. This opens the Select roles dialog. b.

116 b. c. Select the required roles. Click Select. You can enter roles directly by typing in their code names separated by semicolons, e.g. _authenticated_;member s. You can add registered customers to roles in the Customers application while editing a selected customer on the Roles tab. Click Save. The system creates a new free shipping offer. The system provides free shipping only to the selected customers. If you need to add free shipping offers targeted on custom groups of customers, for example on selected users, contact groups, etc., please refer to Configuring discount rules. Adding free shipping offers limited by conditions To add free shipping offers limited by conditions: Click New Free shipping offer. Enter the free shipping offer properties. While entering the offer's properties, make sure you specify the values of the properties in the Free shipping conditions section: Specifying the minimum order amount Enter the minimum order amount in your on-line store main currency. Selecting the discount rules a. Click Edit to edit the Further conditions property. This opens the Edit macro condition dialog on the Rule designer tab. b. Select the required rule in the right part of the dialog. c. d. Click Add rule ( ) to add the rule to the condition. (Optional) Repeat Steps b. and c. to add more rules.

117 Specifying the rule parameters a. Click the underlined part of the rule in the left part of the dialog. This opens the Set parameter value dialog. b. Select the parameter. c. Click OK. The system closes the Set parameter value dialog. The Edit macro condition dialog is open for editing. d. (Optional) Repeat Steps a. through c. if the rule contains more parameters, or if you added more rules. e. Click Save & Close. The system closes the Edit macro condition dialog and saves the condition limiting the offer's application. Click Save. The system creates a new free shipping offer. The system applies the offer only if the specified conditions are fulfilled (if active). Modifying free shipping offers You can modify free shipping offers in the Free shipping offers application. Select a free shipping offer and click Edit ( ). Modify the free shipping offer properties as required. Click Save. You can now use the free shipping offer with its updated settings. Configuring the pages to display the remaining amount to receive free shipping The Kentico E-commerce Solution allows you to configure the pages to display the amount that remains for the customers to receive free

118 shipping for their orders (if eligible). 5. Open the Pages application. Select the required page in the content tree. Switch to the Edit -> Design tab. Add the Remaining amount for free shipping web part to the selected web part zone. Enter the web part properties as required. The web part's Text for remaining amount property allows you to specify text that the system displays if the customers need to spend more to receive free shipping. Use {0} instead of the remaining amount, for example Add product items for at least {0} to receive free shipping. 6. Click OK. The system adds the Remaining amount for free shipping web part into the page. If your customers add products to their shopping carts, the system informs them how much more they need to spend for the products to receive free shipping (if eligible). Displaying the shipping costs in the invoice To display the total shipping costs in the invoice: Open the Store configuration application. Switch to the Invoice tab. Add the following code into your invoice template: {%TotalShipping.Format(Currency.CurrencyFormatString)#%} Click Save. If you now review an existing order on the Invoice tab, you can see that the invoice includes information about the shipping costs. The value is 0 if no shipping is charged for the selected shipping option, or if free shipping is provided to the customer.

119 Managing access to free shipping offers for selected users In Kentico, managing access to free shipping offers for selected users is managing corresponding E-commerce Solution permissions for the roles to which the users are assigned. Open the Roles application. Select the required site. The system displays a list of all roles available on the selected site. Edit ( ) the selected role. Adding the users to the role First, you need to make sure that the selected users are in appropriate roles. This is because you cannot add permissions directly to the users but to the roles to which the users are assigned. Switch to the Users tab. Click Add users. This opens the Select users dialog. Select the user(s). Click Save & Close. The system closes the Select users dialog and adds the selected user(s) to the current role. Now you can manage access to free shipping offers for the selected user(s) by assigning / unassigning the corresponding E-commerce permissions for the role. Alternatively, you can add registered customers to roles in the Customers application while editing selected customers on the Rol es tab. Assigning / unassigning permissions for the role Switch to the Permissions tab. Select Module ( Permissions for, left). Select E-commerce ( Permissions for, right). The system displays a list of all E-commerce permissions available for the current role. Enable/disable the permissions as required. Permission Read discounts Description Allows users in selected roles to access discounts and free shipping offers.

120 Modify discounts Read configuration Modify configuration Allows users in selected roles to create, modify and delete discounts and free shipping offers. Allows users in selected roles to access E-commerce configuration, i.e. the on-line store settings, discount rules, etc. Allows users in selected roles to modify E-commerce configuration. The system allows/restricts for all users in the current role the selected permissions. The users now have / do not have the permissions and can / cannot access free shipping offers. You can hide free shipping offers from the administration interface for selected users by disabling the corresponding UI elements for the roles to which the users are assigned. Please refer to Reference - Managing UI elements for more details. Removing free shipping offers You can remove free shipping offers from your on-line store in the Free shipping offers application. Select a free shipping offer. Click Delete ( ). Confirm that you want to remove the offer ( OK). The system removes the free shipping offer from your on-line store. Reference General Name Code name Description Enabled The name of the free shipping offer used in various parts of the system's administration interface, e.g. in free shipping offers lists. The string identifier of the free shipping offer object used by developers in the code. Unless there is a reason to set a particular value, you can leave the default (automatic) option, and the system generates an appropriate code name. To make the free shipping offer easier to use and maintain, you can add an explanation about the scenarios for which the offer is intended, etc. Indicates if the free shipping offer is enabled in the system (active). While calculating the total price of the order, the system skips disabled free shipping offers. Free shipping conditions Minimum order amount Here you can specify a minimum price of the order for the system to apply the free shipping offer.

121 Further conditions Here you can enter further condition(s) that must be fulfilled for the system to apply the free shipping offer. By utilizing rules (user-friendly representations of macro expressions), you can write any condition according to your specific requirements. Clicking Edit opens the Edit macro condition dialog, which allows you to add rules through a graphical interface. You can click Clear to remove the current content of the condition field. Example: Shipping option is Postal Service and Shipping address state is Texas The condition ensures that the free shipping offer is only applied if the customer selects postal service as shipping option, and have their purchased product(s) sent to Texas. For details about available macro options and syntax, please refer to Macro expressions. Coupons The customer must enter a coupon code to receive Free shipping Here you can specify whether the system applies the free shipping offer only if the customer enters an appropriate coupon code. You can manage the free shipping offer's coupons on its Coupons tab. Duration Valid from Indicates since when the free shipping offer is valid. You can click Now to insert the current date and time or you can click to choose the date and time from the calendar. For unlimited validity, leave the field empty. Valid to Indicates until when the free shipping offer is valid. You can click N ow to insert the current date and time or you can click to choose the date and time from the calendar. For unlimited validity, leave the field empty. Customers Only for these customers Allows you to specify customers eligible for the free shipping offer: All - all customers are eligible for the offer. Registered users - only registered customers are eligible for the offer. Selected roles - only customers in selected roles are eligible for the offer. Example - Redeeming a free shipping offer The example demonstrates redemption of a free shipping offer. The offer is time-limited, targeted on your customers in the Facebook users r ole, and applies to all orders to Texas exceeding 100 USD. It is redeemed while editing an existing order in the administration interface and while shopping on the live site. The example uses the sample E-commerce Site. Adding a free shipping offer The free shipping offer in this example doesn't use coupons. Please refer to Example - Applying a coupon code to receive free shipping to see an example of redemption of a free shipping offer

122 that uses coupons. First, enter the free shipping offer's general properties. Open the Free shipping offers application. Click New Free shipping offer. The system opens a page where you can specify the offer properties. Enter the following values for the offer's properties: Name: Free shipping to Texas Enabled: Yes (checked) Click Save. The system saves the free shipping offer. Currently, the offer applies to all orders placed by all customers. Limiting the offer's validity The values in this section can be invalid when you are going through the example. Make sure you specify a valid period. To specify the free shipping offer's period of validity: Enter the properties in the Duration section. Valid from: 11/15/2014 8:00:00 AM Valid to: 12/31/2014 6:00:00 PM Click Save. The system saves the free shipping offer. Currently, the offer applies to all orders placed by all customers within the specified period. Specifying the offer's customer target group To specify the free shipping offer's customer target group: Enter the properties in the Customers section. Only for these customers: Selected roles a. b. Click Select roles. The system opens the Select the Facebook users role. Select roles dialog. c. Click Select. The system closes the Select roles dialog.

123 Click Save. The system saves the free shipping offer. Currently, the offer applies to all orders placed by customers in the Facebook users role within the specified period. Specifying the offer's application conditions To further limit the offer's application, specify the properties in the Free shipping conditions section. Specifying the minimum order amount Minimum order amount: 100 Selecting the discount rule Click Edit. This opens the Edit macro condition dialog on the Rule designer tab. Select the Shipping address state is rule in the right part of the dialog. Click Add rule ( ) to add the selected rule to the condition. Specifying the rule's parameter Click select state in the left part of the dialog. This opens the Set parameter value dialog for the state parameter. Select Texas from the list of available states. Click OK. The system closes the Set parameter value dialog.

124 5. Click Save & Close in the Edit macro condition dialog. The system saves the macro condition. Click Save. The system saves the free shipping offer. Currently, the offer applies to all orders to Texas exceeding 100 USD placed by customers in the Facebook users role within the specified period. Redeeming the free shipping offer While editing an existing order in the administration interface Open the Orders application. Edit ( ) the selected order to Texas placed by a customer (user) in the Facebook users role. Switch to the Items tab. Add the Nike Race Day T-shirt. a. b. Click Add item. The system opens the Select the Nike Race Day T-shirt. Add order items dialog. Click the name of the product leaving the Quantity field empty. The system opens the Add order items dialog with the product details displayed. The system behaves like this because the product has product options. c. d. Specify the amount of product items: Units: 10 Click Add to cart. The system closes the dialog and applies the free shipping offer. If you now click Next, the system saves the order. While shopping on the live site View the live site. Sign in as a customer (user) with their address in Texas, in the Facebook users role. Select Clothing -> T-shirts in your on-line store main menu. The system displays a list of all T-shirts that you offer in your on-line store. Click Add to cart in the Nike Race Day section. The product has product options. That's why the system now displays the product's details page. 5.

125 5. 6. Enter 10 for the amount of product items. Click Add to cart again. The system displays the content of the shopping cart of the customer (user) in the selected role, with the free shipping offer applied on their order. If you now click Check out, you can continue with the checkout process. Working with volume discounts Volume discounts are applied if the customers add appropriate amounts of items of selected products to their shopping carts. The system automatically calculates and applies these discounts during the checkout process, or while adding new orders or editing existing ones in the administration interface. You can set up multiple volume discount levels. This allows you to apply different discounts on different amounts of purchased product items. For example, you can provide a 10 % discount if the customers buy at least three Nike Race Day T-shirts and a 15 % discount if they purchase at least five items of this product. Adding volume discounts for selected products You can add volume discounts for selected products in the Products application while editing these products. Edit ( ) a selected product. Switch to the Advanced -> Volume discounts tab. Click New volume discount. Enter the volume discount properties as required. 5. Click Save. The system creates for the product a new volume discount. If the customers add at least the specified amount of product items (the Minimu m amount property) to their shopping carts, the system automatically applies the discount.

126 Setting up volume discount levels for selected products You can add volume discounts for selected products in the Products application while editing these products. By adding multiple volume discounts, you can set up volume discount levels for the products Edit ( ) a selected product. Switch to the Advanced -> Volume discounts tab. Click New volume discount. Enter the volume discount properties as required. Click Save. For each new volume discount level, repeat Steps 3 through 5. If you save a volume discount, the system leaves the Volume discount properties dialog open. To add another volume discount, click the Volume discounts tab or use the breadcrumb navigation. The system creates for the product multiple volume discount levels. If the customers add at least the specified amount of product items (the Minimum amount property) to their shopping carts, the system automatically applies a volume discount based on the amount of inserted product items. You can combine proportional value discounts and fixed value discounts in your multiple volume discount levels. Modifying volume discounts You can modify volume discounts for selected products in the Products application while editing these products. Edit ( ) a selected product. Switch to the Advanced -> Volume discounts tab. Edit ( ) the volume discount. If you set up multiple volume discount levels for the product, select and edit one of the available volume discounts Modify the volume discount properties as required. Click Save. If the customers add a sufficient amount of items of the product to their shopping carts, the system applies the volume discount based on its updated settings. Removing volume discounts To remove a volume discount from a product: Edit ( ) the product in the Products application. Switch to the Advanced -> Volume discounts tab. Select the required volume discount. Click Delete ( ). Confirm that you want to remove the volume discount ( OK). The system removes the volume discount from the product. If you set up multiple volume discount levels for the product, repeat Steps 3 through 5 to remove more volume discounts from the product.

127 Reference Property Minimum amount Discount Description Here you can specify the minimum amount of product items for the system to apply the volume discount. Here you can select the type of volume discount: By % - allows you to enter the discount value proportionally. By currency - allows you to enter a fixed discount value in your on-line store main currency. Value per item Allows you to specify the volume discount per one item of the product. For example, the volume discount is proportional, i.e. Discount: By %, the price of the product is 50 USD, the value per item is 10. The customer pays 45 USD for each product item. -ORthe volume discount is not proportional, i.e. Discount : By currency, the price of the product is 50 USD, the value per item is 10. The customer pays 40 USD for each product item. Example - Applying volume discounts on a selected product The example demonstrates how you can apply multiple volume discounts on a selected product. The Nike Race Day T-shirt has three volume discount levels that reduce the price of the product items by a specified percentage if purchased in appropriate amounts. The example uses the sample E-commerce Site. Selecting the product First, you need to select the product to which the system applies volume discounts if purchased in appropriate amounts. Open the Products application. Select Clothing -> T-shirts in the product sections tree. Edit ( ) the Nike Race Day T-shirt. Switch to the Advanced -> Volume discounts tab. Now you can add volume discounts to the product. Adding volume discounts to the product Add three volume discounts to the currently edited T-shirt to set up multiple volume discount levels for the product. Click New volume discount.

128 Enter the following values for the first volume discount's properties: Minimum amount: 3 Discount: By % Value per item: 10 Click Save. Click the Volume discounts tab to return to the Volume discounts screen. Enter the following values for the second volume discount's properties: Minimum amount: 5 Discount: By % Value per item: 15 Click Save. Click the Volume discounts tab to return to the Volume discounts screen. Enter the following values for the third volume discount's properties: Minimum amount: 10 Discount: By % Value per item: Click Save. The system sets up three volume discount levels for the T-shirt by adding to the product three volume discounts. If the customers add an appropriate amount of the T-shirts to their shopping carts, the system automatically applies the respective volume discount. Applying the volume discounts While editing an existing order in the administration interface Open the Orders application. Edit ( ) the selected order. Switch to the Items tab. Add three Nike Race Day T-shirts. a. b. Click Add item. The system opens the Select the Nike Race Day T-shirt. Add order items dialog. Click the name of the product leaving the Quantity field empty. The system opens the Add order items dialog with the product details displayed. The system behaves like this because the product has product options.

129 c. Specify the amount of product items: Units: 3 d. Click Add to cart. The system applies the volume discount from the lowest discount level (10%) and recalculates the order.

130 If you now click Next, the system saves the order with the volume discount applied. While shopping on the live site View the live site. Select Clothing -> T-shirts in your on-line store main menu. The system displays a list of all T-shirts that you offer in your on-line store. Click Add to cart in the Nike Race Day section. The product has product options. That's why the system now displays the product's details page. Here you can specify the amount of product items. Enter 25 for the amount of product items. 5. Click Add to cart again.

131 5. The system displays the content of your shopping cart with the volume discount from the highest discount level (20%) applied. If you now click Check out, you can continue in the checkout process. Working with discount coupons Coupons to receive discounts on selected products The system allows you to manage coupons providing your customers with discounts on selected products. Distribute these virtual vouchers among your customers and encourage them to purchase selected products in higher quantities at lower prices. Coupons to receive discounts on orders and shipping The system allows you to manage coupons providing your customers with discounts on orders and order shipping. Distribute these virtual vouchers among your customers and encourage them to purchase more products. Working with product coupons Product coupons are virtual vouchers that your customers can exchange for financial discounts when purchasing selected products. If the users enter the product coupon codes during the checkout process (customers on the live site), or while adding new orders or editing existing ones (store administrators in the administration interface), the system applies the discounts on the corresponding products. Adding product coupons To add product coupons: Open the Product coupons application. Open the Product coupons application. Click Enter product coupon. Enter the product coupon properties. Click Save. The system creates a new product coupon. You can now specify to which products the coupon applies. Adding selected products to the coupons To specify products that the customers can purchase with discount if they apply the product coupon: Edit ( ) a selected product coupon. Switch to the Products tab. Select which products the coupon applies to: Only the following products All products except for these 5.

132 5. Select the products. a. b. Click Add products. The system opens the Select the product(s). Select product dialog. c. Click Select. The system closes the Select product dialog. The system adds the selected product(s) to the product coupon. You can now export the coupon's code and distribute it among your customers. Removing selected products from the coupons To remove selected products from the coupon: Open the Product coupons application. 5. Edit ( ) a selected product coupon. Switch to the Products tab. Select the products you want to remove. Click Remove selected. The system removes the products from the coupon. Exporting product coupon codes to offer to the customers To export the coupon codes: Open the Product coupons application. The system displays a list of all available product coupons. Click in the Actions column. This opens the Actions drop-down menu.

133 Select Advanced export. This opens the Advanced export dialog. Configure advanced export: Export to: Select as required; available options include exporting to an XLSX file (Microsoft Excel), CSV file, and XML file. Export raw database data: Yes (checked) Export column header: Yes (checked) Columns: DiscountCouponDisplayName and DiscountCouponCode

134 5. Click Export. Your browser's standard file download dialog pops up. The dialog allows you to open or save a file with the exported data just as if you were downloading any other file. You can now distribute the coupon codes among your customers via any appropriate communication channel available. Configuring the pages to allow the customers to enter product coupon codes To configure a page to allow the customers to enter product coupon codes and receive discounts on the selected products: Open the Pages application. Select the required page from the content tree. Switch to the Edit -> Design tab. Add the Discount coupon web part to the selected web part zone.

135 5. Enter the web part properties as required. If you enable the web part's Show apply button property, the customers can use the button for instant application of the coupon while viewing the page. 6. Click OK. The system adds the Discount coupon web part into the page. If you distribute the product coupon codes among your customers, they can now use these codes to receive discounts on selected products. Modifying product coupons To modify product coupons: Open the Product coupons application. Select a product coupon and click Edit ( ). Modify the product coupon properties as required. Click Save. You can now use the product coupon with its updated settings. Removing product coupons To remove product coupons: Open the Product coupons application. Select a product coupon. Click Delete ( ). Confirm that you want to remove the coupon ( OK).

136 The system removes the product coupon from your on-line store. Reference General Display name The name of the product coupon used in various parts of the system's administration interface, e.g. in the product coupons lists. The system can display this name also to your on-line store customers while: viewing the invoice viewing the details of the product price in the Product price detail dialog etc. Coupon code Discount Here you can specify the code of the product coupon, e.g. PC7-PX W. The customer (store administrator) enters the code during the purchase to apply the discount. Here you can specify the form of discount: By % - use this option if you want to reduce the price of selected products by a percentage. By <currency code> - use this option if you want to reduce the price of selected products by a given amount in your on-line store main currency. Value Indicates an absolute discount value (in your on-line store main currency) or relative discount value (in per cent). The system reduces the price of items of the selected products that the customer adds to the shopping cart by the discount value and calculates all applicable taxes accordingly. Valid from Indicates since when the product coupon is valid. You can click No w to insert the current date and time or you can click to choose the date and time from the calendar. For unlimited validity, leave the field empty. Valid to Indicates until when the product coupon is valid. You can click Now to insert the current date and time or you can click to choose the date and time from the calendar. For unlimited validity, leave the field empty. Example - Applying a coupon code to receive a discount on selected products The example demonstrates how you can apply a coupon code to receive a discount on selected products. The discount applies to selected Adidas products, and is 10 % off the price of each of these products. The coupon code is applied while editing an existing order in the administration interface, and while shopping on the live site. The example uses the sample E-commerce Site. Adding a product coupon First, you need to add a new product coupon. Open the Product coupons application. Click Enter product coupon. The system opens a page where you can specify the coupon properties. Enter the following values for the coupon's properties: Display name: Adidas Gold Coupon code: PC-ADIDASG Discount: By % Discount value: 10

137 Click Save. The system creates a new product coupon. Currently, no products are assigned to the coupon. You can now add selected products to the coupon. Adding selected products to the coupon Switch to the Products tab. Make sure the Only the following products option is selected. Click Add products. The system opens the Select product dialog. 5. Select the following products manufactured by Adidas. Adidas Adifit Regular Adidas Originals AR 0 Adidas Zebra Crew Click Select. The system closes the Select product dialog. The system adds the selected Adidas products to the product coupon. If your customers now add any of these products to their shopping carts and apply the coupon code, they receive a 10% discount on each of the products. Applying the coupon code

138 While editing an existing order in the administration interface Open the Orders application. Edit ( ) the selected order. Make sure you select an order containing at least one of the selected Adidas products. Switch to the Items tab. Enter the coupon code: If you have a coupon, please enter it here: PC-ADIDASG 5. Click Update. The system applies the discount on the Adidas products and recalculates the order. If you now click Next, the system saves the order with the discount applied. While shopping on the live site View the live site. Select Clothing -> Pants in your on-line store main menu. The system displays a list of all pants that you offer in your on-line store. Click Add to cart in the Adidas Adifit Regular section. The system displays the content of your shopping cart, allowing you to enter a coupon code. Enter the coupon code: If you have a coupon, please enter it here: PC-ADIDASG

139 5. Click Apply. The system applies the discount on the product and recalculates the order. If you now click Check out, you can continue in the checkout process. Working with coupons for order discounts and free shipping offers The Kentico E-commerce Solution allows you to boost your sales with discounts on orders and order shipping. Optionally, you can configure the system to apply these discounts only if the codes of corresponding discount coupons are entered correctly. If you distribute the coupons, i.e. virtual vouchers, among your customers, they can use the coupons' codes during the checkout process to receive free shipping and discounts on their orders. You can manage coupons for order discounts in the Order discounts application while editing a discount on the Coupons tab. You can manage coupons for free shipping offers in the Free shipping offers application while editing an offer on the Coupons tab.

140 The Coupons tab is available for an order discount / free shipping offer only if the corresponding property in its Coupons section is enabled. Manually adding coupons To manually add coupons for order discounts / free shipping offers: Click Enter coupon code. Enter the coupon properties. Click Save. The system creates a new coupon. You can now export the coupon's code and distribute it among your customers. Generating multiple coupons at once To have the system generate multiple coupons for order discounts / free shipping offers at once: Click Generate coupon codes. Specify the settings for the coupon code generator. Click Generate. The system creates the specified number of new coupons with the specified number of available coupon code uses, optionally with the specified code prefix. You can now export the coupons' codes and distribute them among your customers. Filtering coupons The system allows you to view for the current order discount / free shipping offer only coupons matching certain search criteria. The filter is available if you defined at least two coupons for a given order discount / free shipping offer. Specify your search criteria. You need to select a condition operator ( Contains, Does not contain, Equals, Does not equal) and type the coupon's code (or its part) into the text field. Click Search. (Optional) Click Reset to view all coupons available for the current order discount / free shipping offer. The system shows for the current order discount / free shipping offer coupons matching your search criteria.

141 Exporting coupon codes to offer to the customers To export the coupon codes: (Optional) Use the filter to view for the current order discount / free shipping offer only coupons matching certain search criteria. Click in the Actions column. This opens the Actions drop-down menu. Select the export format as required: Export to Excel - exports data shown in the list to an XLSX spreadsheet. Export to CSV - exports data shown in the list to a CSV file. Export to XML - exports data shown in the list to an XML file Advanced export - opens a dialog allowing you to export data to the three formats mentioned above (XLSX, CSV, XML) based on detailed settings. After executing an action from the drop-down menu, your browser's standard file download dialog pops up. The dialog allows you to open or save a file with the exported data just as if you were downloading any other file. You can now distribute the coupon codes among your customers via any appropriate communication channel available. Configuring the pages to allow the customers to enter coupon codes To configure a page to allow the customers to enter coupon codes and receive order discounts / redeem free shipping offers: Open the Pages application. Select the required page from the content tree.

142 Switch to the Edit -> Design tab. Add the Discount coupon web part to the selected web part zone. 5. Enter the web part properties as required. If you enable the web part's Show apply button property, the customers can use the button for instant application of the coupon while viewing the page. 6. Click OK. The system adds the Discount coupon web part into the page. If you distribute the coupon codes among your customers, they can now use these codes to receive discounts on their orders / free shipping (if eligible). Changing the number of available coupon uses To change the number of available coupon uses: (Optional) Use the filter to view for the current order discount / free shipping offer only coupons matching certain search criteria. Edit ( ) the required coupon. Specify how many times the customers can use the coupon.

143 Click Save. Your customers can now use the coupon as many times as specified. Removing coupons To remove an order discount / free shipping offer coupon: Select a coupon. Click Delete ( ). Confirm that you want to remove the coupon ( OK). The system removes the order discount / free shipping coupon from your on-line store. Reference Number of code uses Number of code uses indicates the total of available code uses in all of the order discount's / free shipping offer's coupons, and the total of actual code uses in these coupons. Please refer to the following examples: 0/10 - using all available coupons to receive the order discount / free shipping offer, the customers can enter the code ten times. The customers haven't yet applied the discount / offer. 2/10 - using all available coupons to receive the order discount / free shipping offer, the customers can enter the code ten times. The customers applied the discount / offer (using any available coupon code) twice. 0/unlimited - at least one coupon available for the order discount / free shipping offer has a code with unlimited use. The customers haven't yet applied the discount / offer. 2/unlimited - at least one coupon available for the order discount / free shipping offer has a code with unlimited use. The customers applied the discount / offer (using any available coupon code) twice. The Uses column in the coupons list indicates the total of available code uses, and the total of actual code uses for each listed coupon. Similarly, if you are viewing the list of order discounts / free shipping offers: the Applied coupons column indicates for each listed order discount / free shipping offer the total of available code uses in all coupons, and the total of actual code uses in these coupons. The system displays this information if you defined at least one coupon for the order discount / free shipping offer.

144 Manually adding coupons / Changing the number of available coupon uses Property Coupon code Description Indicates a combination of letters, digits and other characters that make up the code of the coupon, for example OD16-CHRISTMAS ( coupon for order discounts), FREE-SHIPPING-CANADA (coupon for free shipping offers), etc. The code serves as a unique identifier for the coupon. If your eligible customers enter the code during the checkout process, they receive the order discount / free shipping. You cannot later modify the property. The coupon can be used Here you can specify how many times your customers can use the coupon (i.e. enter its code during the checkout process) to receive the order discount / free shipping. Leave the field empty for unlimited use of the coupon. Generating multiple coupons Property Number of codes Prefix of each code Code is valid for Description Here you can specify how many coupons (coupon codes) the system generates after specifying other coupons' properties (if required), and clicking Generate. Allows you to enter a prefix to be shared by all coupon codes generated in the current batch operation, for example CHRISTMAS - (coupons for order discounts), CANADAshipping offers), etc. If you leave the field empty, the system (coupons for free generates random coupon codes. Here you can specify how many times your customers can use the coupons to receive the order discount / free shipping. Leave the field empty for unlimited use of the coupons. Example - Applying a coupon code to receive a discount on your order The example demonstrates how you can apply a coupon code to receive a discount on your order. The 10% discount has no time limit, and is available to all your customers. It uses a coupon code that the customers can apply up to 10 times to receive the discount. The coupon code is applied while editing an existing order in the administration interface, and while shopping on the live site. The example uses the sample E-commerce Site. Adding an order discount First, you need to add a new order discount. Open the Order discounts application. Click New order discount. The system opens a page where you can specify the discount properties. Enter the following values for the discount's properties: Name: Sale Enabled: Yes (checked) Discount: By %

145 Value: 10 The customer must enter a coupon code to receive the discount: Yes (checked) Click Save. The system opens the Coupons tab of the newly added time-unlimited order discount, available to all customers. Now you can add a coupon to the discount. For a more complex example of adding an order discount, please refer to Example - Applying an order discount. Adding a coupon to the order discount Click Enter coupon code. Enter the following values for the coupon's properties: Coupon code: DC-SALE The coupon can be used: 10 Click Save. The system adds to the order discount a coupon with the specified code, which the customers can apply up to 10 times. Applying the coupon code to receive the order discount While editing an existing order in the administration interface Open the Orders application. Edit ( ) the selected order. Switch to the Items tab. Enter the coupon code: If you have a coupon, please enter it here: DC-SALE 5. Click Update. The system applies the discount and recalculates the order.

146 5. If you now click Next, the system saves the order with the discount applied. While shopping on the live site View the live site. Select Electronics -> LCD in your on-line store main menu. The system displays a list of all LCD televisions that you offer in your on-line store. Click Add to cart in the Sony KDL55BX520 section. The system displays the content of your shopping cart, allowing you to enter a coupon code. Enter the coupon code: If you have a coupon, please enter it here: DC-SALE 5. Click. Apply The system applies the discount and recalculates the order.

147 If you now click Check out, you can continue in the checkout process. Example - Applying a coupon code to receive free shipping The example demonstrates how you can apply a coupon code to receive free shipping for your order. The offer has no time limit, and is available to all your customers whose orders exceed USD. It uses a coupon code with an unlimited number of available uses. The coupon code is applied while editing an existing order in the administration interface, and while shopping on the live site. The example uses the sample E-commerce Site. Adding a free shipping offer First, you need to add a new free shipping offer. Open the Free shipping offers application. Click New Free shipping offer. The system opens a page where you can specify the offer properties. Enter the following values for the offer's properties: Name: Free shipping Enabled: Yes (checked) Minimum order amount: 1000 The customer must enter a coupon code to receive Free shipping: Yes (checked) Click Save. The system opens the Coupons tab of the newly added time-unlimited free shipping offer, available to all customers whose orders exceed USD. Now you can add a coupon to the offer. For a more complex example of adding a free shipping offer, please refer to Example - Redeeming a free shipping offer. Adding a coupon to the free shipping offer Click Enter coupon code. Enter the following values for the coupon's properties: Coupon code: FSO-1000 The coupon can be used: Leave empty for unlimited use of the coupon.

148 Click Save. The system adds to the free shipping offer a coupon with the specified code. Any customer whose order exceeds USD can apply the code and receive free shipping. Applying the coupon code to receive free shipping While editing an existing order in the administration interface Open the Orders application. Edit ( ) the selected order. Switch to the Items tab. Enter the coupon code: If you have a coupon, please enter it here: FSO Click Update. The system applies the offer. If you now click OK, the system saves the order with the free shipping offer applied.

149 While shopping on the live site View the live site. Select Electronics -> LCD in your on-line store main menu. The system displays a list of all LCD televisions that you offer in your on-line store. Click Add to cart in the Sony KDL55BX520 section. The system displays the content of your shopping cart, allowing you to enter a coupon code. Enter the coupon code: If you have a coupon, please enter it here: FSO Click Apply. The system applies the free shipping offer. If you now click Check out, you can continue in the checkout process. Configuring discount rules

150 Discount rules are userfriendly representations of discount- and free shipping offer-related macro conditions. These conditions allow your on-line store administrators to limit the application of discounts (catalog and order) and free shipping offers. If the condition is evaluated as true, the respective discount / free shipping offer is valid and the system applies it (unless configured otherwise). Catalog rules Catalog rules are userfriendly representations of catalog discount-related macro expressions. Using these rules in the Rule designer mode of the macro condition editor (while editing the catalog discounts' Apply to property), you can build conditions limiting your catalog discounts' application. Available data for the catalog rules We recommend that you do not use time-related objects such as CurrentUser, CurrentPath, etc. in your custom catalog rules. This is because such objects can no longer be relevant in the current session context. The data available for catalog rules includes SKU and its properties, for example SKUOrder, SKUPrice, SKUPublicStatus, etc. You can easily access the data in Store / Multistore configuration -> Discount rules -> Catalog rules by typing SKU. while editing the rule's Condition property on the General tab. Order rules Order rules are userfriendly representations of order discount- and free shipping offer-related macro expressions. Using these rules in the Ru le designer mode of the macro condition editor (while editing the order discounts' / free shipping offers' Further conditions property), you can build conditions limiting your order discounts' / free shipping offers' application.

151 Available data for the order rules We recommend that you do not use time-related objects such as CurrentUser, CurrentPath, etc. in your custom order rules. This is because such objects can no longer be relevant in the current session context. The data available for order rules includes ShoppingCart and its properties, for example Currency, PaymentOption, ShippingOption, etc. You can easily access the data in Store / Multistore configuration -> Discount rules -> Order rules by typing CTRL+SPACE while editing the rule's Condition property on the General tab. Adding discount rules You can add discount rules in Store configuration -> Discount rules on the Catalog rules / Order rules tab (alternatively also in the Multi store configuration application). To build the discount rules' macro conditions, you can use only the data available for the respective type of discount rules ( data av ailable for catalog rules, data available for order rules). Or you can customize the system's code to build more complex conditions. (Optional) Add a new class to the App_Code\CMSModules\Ecommerce\ sub-folder in your Kentico installation directory. Make sure the class inherits from the MacroMethodContainer class a. b. c. Add your custom methods into the class. Register your macro method container class into the macro engine. Save the class and build your solution. You can now use your custom methods in the discount rule's condition. Refer to Example - Adding an order rule to see an example. Open the Store configuration application. Switch to the Discount rules tab. Switch to catalog rules (order rules) using the corresponding tab. Click New catalog rule ( New order rule).

152 6. Enter the discount rule properties as required. 7. Click Save. The system creates a new discount rule leaving it open on the General tab (Optional) Switch to the Parameters tab. Define the discount rule's parameter(s) if required. 10. Click Save. You can now use the discount rule to limit the application of your discounts / free shipping offers. Please refer to Example - Adding an order rule for an example of adding a custom discount rule with a macro condition calling a custom method. Filtering discount rules The system allows you to view only discount rules matching certain search criteria (the display name of the rule, its condition and status). Open the Store configuration ( Multistore configuration) application. Use the tabs to view the list of available catalog rules / order rules.

153 The system shows all corresponding discount rules available in the system. 5. Specify your search criteria. Click Search. (Optional) Click Reset to view all catalog rules / order rules available in the system. The system shows only discount rules matching your search criteria. Modifying discount rules You can modify discount rules in Store configuration -> Discount rules on the Catalog rules / Order rules tab (alternatively also in the Mu ltistore configuration application). Using the tabs, select either catalog rules or order rules Select a discount rule and click Edit ( ). Modify the rule's properties as required. (Optional) Switch to the Parameters tab. (Optional) Modify the rule's parameters (if any).

154 6. Click Save. You can now use the discount rule with its updated settings. Removing discount rules You can remove discount rules from the system in Store configuration -> Discount rules on the Catalog rules / Order rules tab (alternatively also in the Multistore configuration application). Using the tabs, select either catalog rules or order rules. Select a discount rule. Click Delete ( ). Confirm that you want to remove the discount rule ( OK). The system removes the discount rule from your on-line store(s). Reference General tab See Creating macro rules. Parameters tab See Reference - Field editor. Example - Adding a catalog rule The example demonstrates how you can add a catalog rule that uses data available for this type of discount rules, i.e. SKU and its properties. Your eligible customers receive a 10% discount on all products supplied by MySupplier, Ltd. The example uses the sample E-commerce Site. Please refer to Example - Adding an order rule for an example of adding a discount rule with a macro condition calling a custom method. Adding a catalog rule This section demonstrates how you can add a catalog rule limiting the application of catalog discounts. Eligible customers receive a discount on all products supplied by a selected supplier (if the rule is used in an active catalog discount). Open the Store configuration application. Switch to the Discount rules -> Catalog rules tab. Click New catalog rule. The system opens a page where you can specify the catalog rule properties and define the rule's parameters. Specifying the rule's properties a. Enter the following values for the rule's properties: Display name: Product supplier is User text: Product supplier {_is} {supplier} Condition: {_is}(sku.skusupplier == "{supplier}")

155 b. Click Save. The system saves the catalog rule, leaving it open for further editing. Defining the rule's parameters a. Switch to the Parameters tab. You specified two parameters that modify the rule's condition (_is, supplier). That's why the system automatically adds two parameters. You can now adjust the parameters' settings. The _is parameter allows you to select between a positive and negative meaning of the condition, i.e. is a nd is not. The parameter is predefined so you can leave its default settings. b. Select supplier from the parameters list and enter (verify) the following values for its properties: Field name: supplier Field type: Text Field size: 100 Required: Yes (checked) Display field in the editing form: Yes (checked) Field caption: select supplier Form control: Supplier selector

156 c. Click Save. The system adds a new catalog rule with two parameters. You can now use the rule in catalog discounts. Adding a catalog discount This section demonstrates how you can add a catalog discount allowing the customers to receive a 10% discount on all products supplied by MySupplier, Ltd. You can add suppliers to the system in the Suppliers application. You can add suppliers to products in the Products application while editing the products on the General tab. Open the Catalog discounts applications. Click New catalog discount. The system opens a page where you can specify the catalog discount properties. Enter the following values for the catalog discount's general properties: Name: Products by MySupplier, Ltd.

157 Enabled: Yes (checked) Discount: By % Value: 10 Specify the discount's condition: a. Click Edit to edit the discount's Apply to property. This opens the Edit macro condition dialog on the Rule designer tab. b. Select the Product supplier is rule in the right part of the dialog. c. d. e. f. Click Add rule ( ) to add the rule to the condition. Click select in the left part of the dialog. The system opens the Set parameter value dialog for the supplier parameter. Use the drop-down list to select the MySupplier, Ltd. supplier. Click OK. The system closes the Set parameter value dialog for the supplier parameter. The Edit macro condition dialog is open for editing. g. Click Save & Close to save the rule's condition and leave the Edit macro condition dialog. 5. Click Save. The system saves the catalog discount. Your customers now receive a 10% discount on products supplied by MySupplier, Ltd. Reviewing the catalog discount's application Make sure the Apple ipad 16GB tablet computer has the MySupplier, Ltd. supplier assigned.

158 View the live site. Select Computers -> Tablets in your on-line store main menu. The system displays a list of all tablet computers that you offer in your on-line store. Click Add to cart in the Samsung 16GB Galaxy Tab section. The product has product options. That's why the system now displays the product's details page. Here you can specify the amount of product items. 5. Enter 1 for the amount of product items. Click Add to cart. The system displays the content of your shopping cart. The shopping cart doesn't contain any product supplied by MySuppli er, Ltd. That's why the system doesn't apply the Products by MySupplier, Ltd. catalog discount. 6. Repeat steps 2 through 5 to add to the shopping cart the Apple ipad 16GB tablet supplied by MySupplier, Ltd. The system displays the content of your shopping cart with the Products by MySupplier, Ltd. catalog discount applied on this product.

159 If you now click Check out, you can continue in the checkout process. Example - Adding an order rule The example demonstrates how you can add an order rule whose macro condition calls a custom method. Your eligible customers receive a 10% discount on their orders if they add at least two products from the Computers category to their shopping carts. The example uses the sample E-commerce Site. Adding a custom class into the system's code First, you need to add a new class inherited from the MacroMethodContainer class. The class contains a custom method that can be called by discount rules. Add a new class CustomEcommerceMacroMethods to your App_Code\CMSModules\Ecommerce\ sub-folder. Add the following code to the class: The class contains the IsProductInCategoryInShoppingCart custom method that will later be called by the custom order rule. using System; using System.Collections.Generic; using System.Linq; using System.Web; using CMS.DocumentEngine; using CMS.Ecommerce; using CMS.Helpers; using CMS.MacroEngine; using CMS.SiteProvider; using CMS.Taxonomy; /// <summary> /// Summary description for CustomEcommerceMacroMethods /// </summary> public class CustomEcommerceMacroMethods : MacroMethodContainer { /// <summary>

160 /// Returns true if shopping cart contains at least defined number of products in defined category. /// </summary> /// <param name="context">evaluation context with child resolver</param> /// <param name="parameters">method parameters</param> [MacroMethod(typeof(bool), "Returns true if shopping cart contains defined number of products in defined category.", 2)] [MacroMethodParam(0, "shoppingcart", typeof(shoppingcartinfo), "Shopping cart")] [MacroMethodParam(1, "categoryguid", typeof(guid), "CategoryGUID")] [MacroMethodParam(2, "itemscount", typeof(int), "Number of items")] public static object IsProductInCategoryInShoppingCart(EvaluationContext context, params object[] parameters) { switch (parameters.length) { case 3: return IsProductInCategoryInShoppingCart(parameters); } } default: throw new NotSupportedException(); private static bool IsProductInCategoryInShoppingCart(object[] parameters) { ShoppingCartInfo cart = (ShoppingCartInfo)parameters[0]; string categoryname = ValidationHelper.GetString(parameters[1], String.Empty); int minitemscount = ValidationHelper.GetInteger(parameters[2], 1); // Get site category info CategoryInfo category = CategoryInfoProvider.GetCategoryInfo(categoryName, SiteContext.CurrentSiteName); // SKU IDs in the shopping cart except product options and variants var itemsids = cart.cartitems.where(item =>!(item.sku.isproductoption item.sku.isproductvariant)).select<shoppingcartiteminfo, int>(item => item.skuid).tolist(); // Get NodeSKUIDs of product documents in the shopping cart in given category string wheredocuments = CategoryInfoProvider.GetCategoryDocumentsWhereCondition(category.CategoryIDPat h, false); var documents = DocumentHelper.GetDocuments().Where(whereDocuments).WhereIn("NodeSKUID", itemsids).columns("nodeskuid").tolist(); // Count the number of product units in given category in the shopping cart int count = 0; foreach(shoppingcartiteminfo cartitem in cart.cartitems) { // If cart item SKUID matches some of product document NodeSKUID in given category if (documents.exists(doc => doc.nodeskuid == cartitem.skuid))

161 } { } count += cartitem.cartitemunits;

162 } } return (minitemscount <= count); Register the CustomEcommerceMacroMethods container class by extending the ShoppingCartInfo type. Create a new class in the App_Code folder with the following code: using CMS.Base; using CMS.Ecommerce; [MacroMethodLoader] public partial class CMSModuleLoader { /// <summary> /// Attribute class ensuring the registration of custom macro methods. /// </summary> private class MacroMethodLoader : CMSLoaderAttribute { /// <summary> /// Called automatically when the application starts. /// </summary> public override void Init() { // Makes the IsProductInCategoryInShoppingCart macro method available for shopping cart objects Extend<ShoppingCartInfo>.With<CustomEcommerceMacroMethods>(); } } } The macro resolver now recognizes the IsProductInCategoryInShoppingCart method for shopping cart objects. Save the modified classes. Build your solution if you are using a web application project. You can now add a new order rule. Because the CustomEcommerceMacroMethods container class is registered, any order discount rule can now call the IsProductInCategoryInShoppingCart custom method for shopping cart objects. Adding an order rule This section demonstrates how you can add an order rule limiting the application of order discounts ( free shipping offers). Eligible customers receive a discount on their orders if the orders contain at least N products from a selected product category (if the rule is used in an active order discount). Open the Store configuration application. Switch to the Discount rules -> Order rules tab. Click New order rule. The system opens a new page where you can specify the order rule properties and define the rule's parameters. Specifying the rule's properties a. Enter the following values for the rule's properties: Display name: Shopping cart contains products in the given category User text: Shopping cart contains at least {number} products in the {category} category Condition: IsProductInCategoryInShoppingCart(ShoppingCart, "{category}", {number})

163 b. Click Save. The system saves the order rule, leaving it open for further editing. Defining the rule's parameters a. b. Switch to the Parameters tab. You specified two parameters that modify the rule's condition ( number, category). That's why the system automatically adds two parameters. You can now adjust the parameters' settings. Select number from the parameters list and enter (verify) the following values for its properties: Field name: number Field type: Integer number Required: Yes (checked) Display field in the editing form: Yes (checked) Field caption: select number Form control: Text box c. d. Click Save. Select category from the parameters list and enter (verify) the following values for its properties: Field name: category Field type: Text

164 d. Field size: 2000 Required: Yes (checked) Display field in the editing form: Yes (checked) Field caption: select Form control: Category selector Display personal categories: No (unchecked) Display general categories: Yes (checked) e. Click Save. The system adds a new order rule with two parameters. The rule's condition calls the IsProductInCategoryInShoppingCart custom method. You can now use the rule in order discounts. Adding an order discount This section demonstrates how you can add an order discount allowing the customers to receive a 10% discount on their orders. The customers receive the discount if their orders contain at least two products from the Computers category. You can assign products (product documents) to categories while editing the products in the Products application on the Categori es tab. Open the Order discounts application. Click New order discount.

165 The system opens the New order discount page where you can specify the order discount properties. Enter the following values for the order discount's general and value properties: Name: Computers category discount Enabled: Yes (checked) Discount: By % Value: 10 Specify the discount's condition: a. Click Edit to edit the discount's Further conditions property. This opens the Edit macro condition dialog on the Rule designer tab. b. Select the Shopping cart contains products in the given category rule in the right part of the dialog. c. d. Click Add rule ( ) to add the rule to the condition. Click select number in the left part of the dialog. The system opens the Set parameter value dialog for the number parameter. e. Enter f. Click OK. The system closes the Set parameter value dialog for the number parameter. The Edit macro condition dialog i s open for editing. g.

166 g. Click select in the left part of the dialog. The system opens the Set parameter value dialog for the category parameter. Selecting the product category i. ii. Click Select. The system opens the Select the Computers category. Select category dialog. iii. iv. Click Save & Close. The system closes the Select category dialog. The Set parameter value dialog is open for editing. Click OK. The system closes the Set parameter value dialog for the category parameter. The Edit macro condition dialog is open for editing. h. Click Save & Close to save the rule's condition and leave the Edit macro condition dialog. 5. Click Save. The system saves the order discount. If your customers now add at least two products from the Computers category to their shopping carts, they receive a 10% discount on their orders. Reviewing the order discount's application View the live site. Select Computers -> Laptops in your on-line store main menu. The system displays a list of all laptop computers that you offer in your on-line store. Click Add to cart in the Sony VAIO Z Series section. The product has product options. That's why the system now displays the product's details page. Here you can specify the amount of product items. 5. Enter 1 for the amount of product items. Click Add to cart.

167 5. The system displays the content of your shopping cart. The shopping cart contains only one product assigned to the Compu ters category. That's why the system doesn't apply the Computers category discount order discount. 6. Repeat steps 2 through 5 or use the Units field on the Shopping cart page to add another Sony VAIO Z Series laptop to the shopping cart. The system displays the content of your shopping cart with the Computers category discount discount applied on your order. If you now click Check out, you can continue in the checkout process. Tax classes Tax classes allow you to configure taxes the customers pay when purchasing in your on-line store. You can specify different tax classes with different rates for each country or state and then apply the taxes to particular products and shipping options. When editing a product (on the Tax classes tab), you can specify which tax classes will apply to this product when purchased in your on-line store. You can do this by clicking Add tax classes and selecting appropriate tax classes in the displayed selection dialog.

168 In the same way, you can assign tax classes also to shipping options (in Store configuration -> Shipping options -> Tax classes). Managing tax classes You can manage tax classes in the Store configuration application on the Tax classes tab (or in Multistore configuration -> Tax classes; global tax classes only). Here, the system displays a list of all defined tax classes. You can add new tax classes by clicking New tax class, and you can modify properties of existing tax classes after clicking Edit ( ) in the Actions column. You can also remove tax classes from your on-line store by clicking Delete ( ) next to respective tax class items. When editing a tax class, the system offers the following tabs to specify its properties: General General Countries States Products Here you can edit general properties of the current tax class. Countries Display name - specifies the name of the tax class displayed to users on the live site and in the administration interface. Code name - specifies the name of the tax class used by developers in the code. Zero tax if Tax ID is supplied - indicates whether the system calculates the tax as zero ( 0) if the customer enters a Tax ID. Here you can specify values of the currently edited tax for selected countries. Recognition of the country is based on the respective order's billing address or shipping address, as specified in the Apply taxes based on setting (available in Settings -> E-commerce). The value can be either a percentage of the product price (by default) or a flat amount. If the tax is specified for both a country and state, the system applies only tax specified for the state. States Here you can specify values of the currently edited tax for selected states. Recognition of the country and state is based on the respective order's billing address or shipping address, as specified in the Apply taxes based on setting (available in Settings -> E-commerce). The value can be either a percentage of the product price (by default) or a flat amount. If the tax is specified for both a country and state, the system applies only tax specified for the state. Products The Products tab is hidden while editing global tax classes in Multistore configuration -> Tax classes.

169 The Products tab allows you to specify to which products the currently edited tax class applies. To add products, click Add products and select appropriate products in the displayed selection dialog. You can remove selected products from the list at any time using the Remove selected action. You can also remove all listed items at once by clicking... and performing the Remove all action. You can specify default tax classes also on the department level (in Store configuration -> Departments while editing a selected department on the Default tax classes tab). This means that the system automatically applies the selected tax classes to all new products from the given department. Moreover, you can specify a default department for each new product on the document type level (in Development -> Document types while editing a selected document type on the E-commerce tab). Currencies Although each on-line store can have precisely one main currency defined (in which your store administrators enter the prices of all store items, i.e. product prices, shipping charges, discounts, etc.), the E-commerce Solution provides support for multiple currencies. This means that a customer can make an order in a currency different from the main currency. The order price is then converted based on an exchange rates table. Configuring currencies To properly configure currencies in your on-line store: Enter all currencies you plan to use and delete or disable those you do not plan to use. If you are using multiple currencies, set one of the currencies as the main currency ( Store configuration -> Store settings -> General). If you are using multiple currencies, specify the exchange rates ( Store configuration -> Exchange rates). You can find more details in Exchange rates. Configuring the main currency When configuring your on-line store general settings (in Store configuration -> Store settings on the General tab), you can specify the store main currency. You can do this by clicking Change in the Currencies section and selecting a currency in the displayed selection dialog. Managing currencies You can manage currencies in the Store configuration application on the Currencies tab (or in Multistore configuration -> Currencies; gl obal currencies only). Here, the system displays a list of all defined currencies. You can add new departments by clicking New currency, and you can modify properties of existing currencies after clicking Edit ( ) in the Actions column. You can also remove currencies from your on-line store by clicking Delete ( ) next to respective currency items. When editing a currency, you can specify the following properties: Display name - specifies the name of the currency displayed to users on the live site and in the administration interface.

170 Code name - specifies the name of the currency used by developers in the code. Currency code - specifies a three-letter code of the currency used globally in banking and business. It is the official code of the currency used in exchange rates. Currency formatting string - specifies the format used to display amounts in the given currency. Enter the {0} expression to insert the value into the formatting text. Decimal places - allows you enter the number of digits in the price that will be used in the total amount. The system rounds the value if the actual number of decimal digits is higher. Enabled - indicates if you can use the currency object in your on-line store. For example, if enabled, you can select the respective currency from the Currency drop-down list when editing an order on the Billing tab. Exchange rates If you want to allow your customers to make their orders in multiple currencies, you need to define exchange rates for your on-line store. The prices of order items, shipping, etc. are then converted to the store main currency, same as to other currencies (if defined), based on the currently valid exchange rates table. The system allows users to view prices in different currencies both in the administration interface and on the live site. Managing exchange rates Exchange rates in Kentico are organized into exchange tables, which specify the complete exchange rate table for a given time period. This means that you can define a new exchange table, for example, for each day. You can manage exchange rates in the Store configuration application on the Exchange rates tab (or in Multistore configuration -> Exchange rates; global exchange rates only). Here, the system displays a list of all defined exchange tables. You can add new exchange tables by clicking New exchange table, and you can modify properties of existing exchange tables after clicking Edit ( ) in the Actions col umn. You can also remove exchange tables from your on-line store by clicking Delete ( ) next to respective exchange table items. The system highlights the currently valid exchange table in green color. When editing an exchange table, you can specify the following properties: Display name - specifies the name of the exchange table displayed to the users of your website. Valid from - indicates since when the exchange table is valid. You can click Now to insert the current date and time or you can click to choose the date and time from the calendar. For unlimited validity, leave the field empty. Valid to - indicates until when the exchange table is valid. You can click Now to insert the current date and time or you can click to choose the date and time from the calendar. For unlimited validity, leave the field empty. Exchange rates Here the system displays an exchange rates table, allowing you to enter exchange rates for all currencies enabled in your on-line store.

171 If global data is allowed on the current site, the system may display two tables in the Exchange rates section. See Using site and global E-commerce settings for further details. Customers Your on-line store invites both anonymous and registered website visitors to purchase offered products. The visitors who purchase any of these products are referred to as customers. The anonymous customers can make a lump-sum purchase only. On the other hand, the registered customers can return to and purchase in your on-line store repeatedly. You can configure the system to automatically register all anonymous customers after going through the checkout process. You can also give your customers the option of registering themselves during the checkout, or being registered automatically by the system after finishing it. For all your customers, you can manage their personal and company details (if available), addresses, orders and newsletters. If you register your anonymous customers (on the Login details tab) or edit the registered ones, you can assign them to roles and members hips. Besides, you can specify credit amounts (in the on-line store main currency) for your registered customers, who can use this virtual money to pay for ordered products. Managing customers The usual scenario is that your on-line store visitors purchase some products (i.e. go through the checkout process) and, based on their personal preferences, become anonymous or registered customers. The registered customers can manage their accounts, i.e. edit their account details, on the live site. Besides, the system allows you to add customers manually in a dedicated part of the administration interface. Here you can also modify the properties of, and remove any selected customer. To manage customers in the administration interface: Open the Customers application. Perform the required action. You can add new customers, and edit or delete the existing ones. Save your work.

172 Registering customers The Kentico E-commerce Solution offers the following customer registration options: Registering customers during checkout To register your customers during the checkout process, you need to add the Customer registration form web part to a selected checkout step. If so, the customers have to specify their address and login password while going through this step. See Configuring a checkout process for registered customers for more details. Allowing anonymous customers to get registered after checkout To allow your anonymous customers to get registered after going through the checkout process, you need to add the Register after checkout web part to a selected (usually the last) checkout step. If so, customers purchasing anonymously have the option (check box) to get automatically registered after placing the order. The system creates a new account for the customers, using information that they entered during checkout; this means that no additional data input by the customers is needed. Configuring the system to register customers automatically To configure the system to register your anonymous customers automatically after finishing the checkout process, you need to enable dedicated E-commerce settings. See Configuring settings related to the checkout process for more details. Registering customers in the administration interface To register customers who placed their orders in your on-line store anonymously, in the administration interface: Open the Customers application Edit ( ) a selected anonymous customer. Switch to the Login details tab. Enter and confirm a login password. The customer will use this password to sign into their personal account. (Optional) Click Generate password for a login password to be generated automatically by the system. Click Save. The system updates details of the customer with their login details. The customer receives to an address specified during the checkout process a notification informing them about their registration details (login name, password). Allowing anonymous and registered customers to go through the checkout process Both anonymous and registered customers can purchase offered products by default. This means you don't have to configure your custom checkout process in any special way if you want to allow checkout for all your customers. Although it is technically possible to configure the system to allow checkout only for anonymous customers (by disabling user registration on the website or hiding the checkout process pages for registered customers), the opposite scenario is a more likely option. See Configuring a checkout process for anonymous customers and Configuring a checkout process for registered customers for more details.

173 Assigning customers to roles Roles are objects determining which actions the assigned website users can perform on the live site and in the administration interface. To assign your customers to roles: Open the Customers application Edit ( ) a selected registered customer. Switch to the Roles tab. Click Add roles. The system opens the Select roles dialog. Select the role(s). Click Save & Close. The system closes the Select roles dialog. The system assigns the customer to the selected role(s). This means the customer is now a member of the role(s). If you modify permissions for the role(s), the modification takes effect also on the customer. Checkout process Checkout process in the Kentico E-commerce Solution represents a fully customizable mechanism that the customers have to go through to purchase products offered in your on-line store. Although the checkout process is automatic and no direct involvement by your staff is needed, you have full control over the process. By default, the checkout process includes a number of steps. The checkout process steps are implemented as a sequence of pages that the customers step through. The content of the step pages is facilitated by a set of dedicated web parts, and includes: inserting product items to the shopping cart, entering the billing address, entering the shipping address, specifying the shipping option, selecting the payment method, reviewing the order, etc. If the multiple-step checkout process does not correspond to your business objectives, the system allows you to configure a one-step checkout process. This approach allows you to provide your customers with the checkout functionality on a single page. You can also build a checkout process for mobile devices. Among other features, the Kentico E-commerce Solution offers: a sample multiple-step checkout process, a sample one-step checkout process, a sample checkout process for mobile devices, the option to checkout as an anonymous customer, and as a registered customer, a clear indication of the steps/progress throughout the entire checkout process, retention of information that the customer entered in the previous steps. Configuring a multiple-step checkout process You can configure a multiple-step checkout process from scratch by: Designing (manually) the content of all checkout process pages. Using a set of preconfigured features. Both approaches allow you to achieve the same results, and offer your customers a fully customized checkout process. To configure your custom checkout process with least effort, we recommend that you use the Checkout wizard and Checkout step document types. These document types are available on the sample E-commerce Site only. If you want to use them on other websites: Import the sample E-commerce Site. Edit the document types in the Document types application on the Sites tab. Add selected websites. Configuring a multiple-step checkout process includes the following stages: Setting up the checkout wizard Adding checkout steps Changing the order of wizard steps Removing wizard steps Setting up the checkout wizard To set up a checkout process wizard on your website:

174 5. Open the Pages application. Select in the content tree a node under which you want to place the wizard page. Add a new page based on the Checkout wizard document type. If you don't want to add the Checkout wizard page to the root of the website, make sure None is selected in Template -> Page nesting for the wizard page. If the Checkout wizard document type is not available, see Creating wizards on websites. Enter the wizard name. Click Save. The system adds the checkout wizard page containing a basic set of the required functional components; for example the Document wizard manager web part, the Page place holder web part, and the Document wizard navigation web part. The wizard page serves as the "parent" of the checkout wizard and provides a master page for the content of the checkout process steps. Notes If the wizard page inherits its settings from the master page (default configuration) or from some other ancestor page that doesn't contain the Page placeholder web part (default configuration), the system displays empty checkout step pages under the wizard page. Document wizard manager web part Make sure the Restrict step order property of the Document wizard manager web part is enabled, forcing the customers to progress through the checkout steps in the defined order. For example, you want to prevent the customers from visiting the Shipping page prior to specifying the shipping address. You can specify the Final step URL property of the Document wizard manager web part to redirect the customers to a selected URL, for example to the payment gateway page. The system redirects the customers if they click the final next button, labelled e.g. Place order. If you want to set up your checkout wizard manually, see Defining document wizards. Adding checkout steps To add the checkout wizard steps, add child pages under the checkout wizard page. Build the content of the steps just like any other portal engine pages. If you set up your checkout wizard manually, see Adding steps. Select the checkout wizard page in the content tree Click New ( ). You have used the Checkout wizard document type to create the checkout wizard page. That's why the system now offers for the checkout steps the dedicated Checkout step document type. Select the Checkout step document type. Enter the name of the checkout step. Click Save or click Save and create another to add more checkout steps. To prevent from interfering with the display and behavior of the current page, enable the AJAX -> Use update panel proper ty for selected web parts. For example, the Shopping Cart Content web part in the Shopping cart step of the sample multiple-step checkout process has this property enabled. To prevent the customers from updating previously entered data, enable the Read only mode property for selected web parts (if available). For example, the Shopping Cart Content Summary web part in the Order summary step of the sample multiple-step checkout process has this property enabled. (Optional) Style the step(s) and build further step content just like for any other portal engine pages. The system adds the checkout step(s) in basic configuration.

175 If you styled the step(s) and built further step content ( Step 6. ), the steps contain also their functional components. See the sample multiple-step checkout process available at E-commerce Site content tree -> Special Pages -> Checkout for reference and inspiration. Changing the order of wizard steps By default, the step order matches the order of the step pages in the content tree. You can use the OrderBy property of the Docu ment wizard manager web part (available in the checkout wizard page) to load the steps in a different order determined by an SQL clause. To change the order of checkout steps in the content tree: Select the checkout step in the content tree. Use the Move up ( ) / Move down ( ) actions to change the position of the step. (Optional) Use the Drag and drop functionality to change the position of the step.

176 Removing wizard steps To remove a step from the checkout process: Select the checkout step in the content tree. Click Delete ( ). The system opens the delete document dialog. Specify the deletion options. See Deleting documents and pages for more details. Confirm the deletion of the step by clicking Yes. The system removes the step from the checkout process. If you specified that you don't want the system to destroy document and its history, you can restore the step at any time. Configuring a one-step checkout process To configure a one-step checkout process, you need to go through the same steps as when configuring a multiple-step checkout process. Notes Because the customers enter checkout data on a single page, it is essential for the system to process the data immediately after its input. You can ensure this behavior by enabling the Propagate changes on postback property for selected web parts (if available). For example, the Customer Detail web part in the Order Summary step of the sample one-step checkout process has this property enabled. Enable the AJAX -> Use update panel property for the web part zone wrapping up the content of the one-step checkout page. Make sure this property is disabled for all contained web parts, same as for all nested web part zones. Failing that, you may experience interference with the display and behavior of the page. For example, the Content Zone web part zone in the Order Summary step of the sample one-step checkout process has this property enabled. Set up the checkout wizard. Add the checkout step(s). (Optional) Style the step(s) and build further step content just like for any other portal engine pages. See the sample one-step checkout process available at E-commerce Site content tree -> Special Pages -> 1-Step Checkout for reference and inspiration. Configuring a checkout process for mobile devices To configure a checkout process for mobile devices, you need to go through the same steps as when configuring a multiple-step checkout process. Set up the checkout wizard. Add the checkout step(s). Style the step(s) as required. (Optional) Build further step content just like for any other portal engine pages. See the sample checkout process for mobile devices available at E-commerce Site content tree -> Mobile -> Special Pages -> Checkout for reference and inspiration. Configuring a checkout process for anonymous customers All your customers, both anonymous and registered, can checkout by default. However, you can configure the system to allow checkout only for registered customers. To configure a checkout process available to anonymous customers, you need to configure a checkout process allowing the customers to finish the process without authentication into the system. Set up the checkout wizard. Add the checkout step(s). You can add the Register after checkout web part to an appropriate step (usually the final step). This gives your anonymous customers the option to register themselves after their first checkout. (Optional) Style the step(s) and build further step content just like for any other portal engine pages. See the Login step in the sample multiple-step checkout process in E-commerce Site content tree -> Special Pages -> Checkout for reference and inspiration.

177 Configuring a checkout process for registered customers By default, all your customers, both anonymous and registered, can checkout in your on-line store. To configure a checkout process available only to registered customers, you need to configure a checkout process allowing the customers to place orders only if authenticated in the system. Set up the checkout wizard. Add the checkout step(s). Configuring the Login step a. Add the Logon form web part to the step. Allows registered customers to sign into the system. You can configure the web part to automatically redirect the customers to the next step after a successful authentication. Default target URL: {% CurrentDocument.RelativeURL #%} b. Add the Customer registration form web part to the step. Allows customers visiting your on-line store for the first time to registrer. You can configure the web part to automatically redirect the customers to the next step after a successful registration. Redirect to URL: {% CurrentDocument.RelativeURL #%} c. (Optional) Add the Document wizard step action web part to the step. The system skips the step if the customer is already signed in (authenticated) while going through the checkout process. Action type: Skip Action condition: MembershipContext.AuthenticatedUser.IsAuthenticated# (Optional) Style the step(s) and build further step content just like for any other portal engine pages. See the Login step in the sample multiple-step checkout process in E-commerce Site content tree -> Special Pages -> Checkout for reference and inspiration. You need to remove the Continue as guest ( Next Button) button from the step to allow checkout only for registered customers. Configuring settings related to the checkout process You can give your anonymous customers the option to register themselves after their first checkout (see Configuring a checkout process for anonymous customers). Besides, you can configure the system to register anonymous customers automatically after placing their first orders. Open the Settings application. Select the E-commerce category. Select the website where you want the system to automatically register anonymous customers after their first checkout. If you select global, you can use automatic customer registration on all your sites. Enable the Register customer after first checkout property. The system automatically registers anonymous customers after their first checkout. 5. (Optional) Enable the Registration after checkout template property. The system uses this template to notify the customers about automatic registration after their first checkout. 6. Click Save. If an anonymous customer places their first order in your on-line store, the system registers them automatically. Reference Sample checkout process A sample multiple-step checkout process is available at E-commerce Site content tree -> Special Pages -> Checkout. The process is customizable and fully functional. This means you can modify it to best suit your needs, and use it in your everyday business. You can also use the sample checkout process only as inspiration if you prefer to build your custom checkout process. During the sample checkout, the system displays for each step page its display name, indicating the current stage of the process. The customer can return to an earlier stage by clicking Back, and navigate forward by clicking Next (or similar, based on the context). For

178 example, clicking Back on the Shipping and payment page returns the customer to the previous step where they can review the specified address. The exact set of pages the customer steps through can vary depending on context. For example, if the customer is not authenticated (signed in) when they click Checkout on the Shopping Cart page, the system displays the Login page. Here the customer has the option of signing in to an existing account, creating a new account, or checking out as a guest. The system skips the Login page for authenticated customers because the page contains the Wizard Step Action - Skip ( Document wizard step action) web part. A sample one-step checkout process is available in E-commerce Site content tree -> Special Pages -> 1-Step Checkout. A sample checkout process for mobile devices is available in E-commerce Site content tree -> Mobile -> Special Pages -> Checkout. Below follows a description of web parts that you can use while configuring your custom checkout process. The web parts are presented against background of the sample multiple-step checkout process. Available web parts You can find dedicated checkout web parts in the E-commerce -> Checkout process category (in the Select web part dialog while configuring a selected web part zone). You may need to use also web parts from other categories to configure your custom checkout process, for example the Logon form web part, the Document wizard step action web part, etc. Currency selection Allows the customers to select a currency for the price of product items displayed in the shopping cart during checkout, and for the price of products displayed in the product listing pages and product details pages. You can configure the web part to display for the selected currency either its name or code. Customer address Displays a form allowing the customers to enter details of their billing and shipping address (if the shipping address is different from the billing address). Customer detail Displays a form allowing the customers to enter their personal and business details. For example, the customers enter their name and address (personal account type), and their company's organization ID and tax registration ID (business account type). Discount coupon Allows the customers to enter discount coupon codes to receive discounts and free shipping. Message panel Allows you to inform the customers about events that occur during the checkout process. For example, you want to promptly inform the customers about additional checkout configuration, errors, etc. If the wizard page doesn't contain the Message panel web part, the system displays standard javascript pop-up messages during the checkout process. Order note Allows the customers to add comments on the placed orders. For example, the customers can notify your on-line store administrators about special circumstances of order delivery. Payment form Displays payment information such as the order identification number, selected payment method and order total price. Allows you to specify a URL where the customers are redirected after the purchase. Payment method selection Allows the customers to select a payment method for the current order. Register after checkout Allows you to give your anonymous customers the option of getting automatically registered after checkout. If an anonymous customer turns the check box on, the system registers them after finishing the checkout process. The system creates a new account for the customer, using information that they entered during checkout; this means that no additional data input by the customer is needed. The customer receives a notification informing them about their authentication details (if a notification template is specified). Please note that you can co nfigure the system to automatically register all anonymous customers after checkout. Remaining amount for free shipping Allows you to inform the customers how much the customer should spend to receive free shipping. Shipping option selection Allows the customers to select a shipping option for the current order.

179 Shopping cart content Displays the content of the shopping cart. Allows the customers to modify the number of inserted product items, view price details of the inserted products, and remove product items from the shopping cart. Uses a transformation to display the product items in a table or div format. Shopping cart totals Displays total values of the shopping cart content in a currency specified with the Currency selection web part (if available). For example, can display the total price of order without tax, total price of order including tax, total order tax, etc. Orders In the Kentico E-commerce Solution, orders of products that you offer in your on-line store can place both your registered and anonymous cu stomers. Various types of discount such as product coupons, catalog discounts, order discounts, volume discounts, and free shipping offers c an be applied (to whole orders or selected order items) to further motivate the purchasers and therefore boost your sales. The system allows you to define multiple shipping options and payment methods. The checkout process in Kentico is also fully customizable, making your customers' shopping smooth and effective. Besides, you can track the life cycle of your customers' orders through customizable order statuses. Managing orders The usual scenario is that your customers, both registered and anonymous, place their orders on the live site while going through the checkout process. The registered customers can also view their orders on the live site. Moreover, the system allows your on-line store administrators to create orders for the customers directly in a dedicated part of the administration interface. Here the administrators can also modify the properties of, and remove any selected order. To manage orders in the administration interface: Open the Orders application. Perform the required action. You can add new orders, and modify or remove the existing ones. Save your work. You can perform the Move to the previous status ( ) and Move to the next status ( ) actions to manually change the status of a selected order as required, for example Payment received, Completed, etc.

180 Recalculating orders The system allows your on-line store administrators to modify orders placed by your customers. After changing values of selected order properties (while editing a selected order), the order is recalculated. The system recalculates orders after: changing order currency ( Billing tab, Items tab) changing the shipping option ( Shipping tab) adding product items ( Items tab) changing the number of ordered product items ( Items tab) removing product items ( Items tab) entering a discount coupon code ( Items tab) The system doesn't recalculate orders after modifying the billing address or shipping address, changing order status, changing the payment method, etc. To get the system to recalculate your customers' orders: Open the Orders application. Open the Orders application. 5. Edit ( ) a selected order on the respective tab. Modify order properties as required. Click Save ( OK on the Items tab). The system saves the order with recalculated values. Marking orders as paid The system can automatically mark your customers' orders as paid after the orders are moved to a selected order status. For example, to the Payment received order status when the customers make their payments through a payment gateway (automatic order status change), or when your on-line store administrators change the status of existing orders in the administration interface (manual order status change). Besides, you can mark orders as paid directly in the administration interface while editing the orders on the Billing tab: Edit ( ) a selected order. Switch to the Billing tab. Enable the Order is paid property. Click Save. If an order is marked as paid (both automatically by the system and manually by a store administrator): the system sends to specified addresses notification s informing about receiving payment purchased memberships become activated expiration of purchased e-products starts store administrators cannot add product items ( Items tab) store administrators cannot perform the Update action ( Items tab) store administrators cannot change order currency ( Billing tab, Items tab) store administrators cannot change the shipping option ( Shipping tab) store administrators cannot change the payment method ( Billing tab) To be able to modify the disabled order properties, you need to disable the Order is paid property for the order. With the Order is paid property enabled, you can still modify order addresses ( Shipping tab and Billing tab), order tracking number ( Shipping tab), and order note ( Shipping tab). You can also change order status ( General tab). Changing order statuses You can configure the system to change the status of your customers' orders automatically. For example, the system sets up a selected order status on placing new orders, after making payments through payment gateways, etc. Your on-line store administrators can also change the status of existing orders directly in the administration interface: Open the Orders application. Edit ( ) a selected order. The system opens the order on the General tab. Select an order status as required. Click Save. The system saves the order with the selected status.

181 If you switch to the History tab, you can view the order's all order status changes. Modifying order items In the Orders application, you can edit order item properties if the current order is not marked as paid. Regardless of this setting, you can edit also product (SKU) properties here. Note that the system allows you to modify order item and product properties in the Orders application only if the web.config file contained in your web project folder is properly configured. See E-commerce web.config settings for further details. To modify items in an existing order: Open the Orders application. Edit ( ) a selected order. Switch to the Items tab. Here you can add new product items, change the number of ordered product items, and remove product items. Optionally, you can modify also product (SKU) properties. If you check Send order changes by , the system sends to specified addresses (typically to the customer and to the merchant) a notification informing about the changes made in the order. Click OK. If you now generate an invoice for the order ( Invoice tab), it contains the updated set of items. Returning product items to the inventory If you configured the system to track inventory for the products (i.e. the products have the Track inventory property enabled), product items are returned to the inventory: if the Order is paid property is disabled for the order ( Billing tab) -ANDyou remove product items from the order ( Items tab) If you click Empty, the listed product items are removed from the order all at once. You can also remove only selected product items from the order. To do so, select product items and click Update. If you remove a whole order, no product items contained in the order are returned to the inventory. Modifying order addresses The system allows your customers to specify a different address for billing and for shipping (if the shipping address is different from the billing address). Otherwise, the billing address is used as the shipping address. To modify order addresses: Open the Orders application. Edit ( ) a selected order. Switch to the Billing tab. Click Edit. This opens the Edit address properties dialog. 5. Change address details as required. 6. Click Save. The system saves the updated address and closes the dialog. 7. (Optional) Switch to the Shipping tab and repeat steps through 5. to edit the shipping address. If you now generate an invoice for the order ( Invoice tab), it contains the updated address. Changing order currency The system allows your customers to place orders in multiple currencies (if defined). To change the currency for a selected order: Open the Orders application. Edit ( ) a selected order. Switch to the Billing tab. Alternatively, you can change order currency while editing the order on the Items tab.

182 5. Change the currency as required. Click Save. If you now generate an invoice for the order ( Invoice tab), you can see that the prices are in the selected currency. Order statuses Order statuses inform your on-line store administrators about the stage of your customers' orders. This means order statuses represent what happened with the orders since the customers placed them. For example, the In progress status indicates that some steps of the purchase process have not yet been completed. When editing an existing order (on the General tab), you can change its status using the Status drop-down list. Managing order statuses You can manage order statuses in the Store configuration application on the Order status tab (or in Multistore configuration -> Order status; global order statuses only). Here, the system displays a list of all defined order statuses. You can add new order statuses by clicking New order status, and you can modify properties of existing order statuses after clicking Edit ( ) in the Actions column. You can also remove order statuses from your on-line store by clicking Delete ( ) next to respective order status items. When editing an order status, you can specify the following properties: Display name - specifies the name of the order status displayed to users on the live site and in the administration interface. Code name - specifies the name of the order status used by developers in the code. Order status color - here you can specify a color which will be used to highlight orders having the given status; for example, when viewing orders in the Orders application. Alternatively, you can specify the color using the color picker. Send notification - indicates if the system sends a notification to the customer and to an address specified in the Send e-commerce s to setting available in Store configuration -> Store settings -> s, if an order receives the given status. Typically, this address is the merchant's. Note that the E-commerce order status notification to customer template is used when sending notifications to customers, and the E-commerce order status notification to administrator template is used when sending notifications to merchants (administrators). Enabled - indicates if you can use the order status object in your on-line store. For example, if enabled, you can select the respective order status from the Status drop-down list when editing an order on the General tab.

183 Mark order as paid - indicates if the system should automatically mark the order as paid when it receives the given status. Editing orders marked as paid is limited. Specifically, you cannot change any value which could influence order price calculation. Orders not marked as paid can be edited without limitation. Shipping options The Kentico E-commerce Solution allows you to specify for each product if shipping is required. For example, e-products such as media files, e-books, etc. that the customers can download from your website after purchase do not require shipping. On the other hand, other products s uch as clothing, footwear, computers, electronics, etc. need to be delivered to the customers by a delivery service. Shipping options then represent the actual services used to deliver these products to the customers. When creating a new product or editing an existing one (on the General tab), you can specify whether shipping is needed. When placing an order on the live site, or creating / editing an order in the administration interface ( Orders -> Shipping), you can specify which shipping option will be used for this order. Note that at least one product with the Needs shipping property enabled must be contained in the order, i.e. added to the shopping cart. Managing shipping options You can manage shipping options in the Store configuration application on the Shipping options tab (or in Multistore configuration -> Shipping options; global shipping options only). Here, the system displays a list of all defined shipping options. You can add new shipping options by clicking New shipping option, and you can modify properties of existing shipping options after clicking Edit ( ) in the Actions c olumn. You can also remove shipping options from your on-line store by clicking Delete ( ) next to respective shipping option items.

184 When editing a shipping option, the system offers the following tabs to specify its properties: General General Payment methods Shipping costs Tax classes Here you can edit general properties of the current shipping option. Display name - specifies the name of the shipping option displayed to users on the live site and in the administration interface. Code name - specifies the name of the shipping option used by developers in the code. Charge - specifies the cost charged for the shipping option (in the main currency). If flat rate shipping is used, the cost is charged for all shipping. If shipping based on weight is used, the cost is charged for the lowest weight range. Description - allows you to enter a text description for the shipping option in order to give further information. Teaser image - allows you to upload a teaser image depicting the shipping option. You can upload also other types of files such as documents, and audio and video files. Enabled - indicates if you can use the shipping option object in your on-line store. For example, if enabled, you can select the respective shipping option from the Shipping option drop-down list when editing an order on the Shipping tab. Payment methods Here you can specify which payment methods are available for the currently edited shipping option. To add payment methods, click Add payments and select appropriate payment methods in the displayed selection dialog. You can remove selected payment methods from the list at any time using the Remove selected action. You can also remove all listed items at once by clicking... and performing the Remove all action. Shipping costs Here you can define shipping costs for the given shipping option. The system offers two types of shipping: Shipping based on weight - multiple shipping costs are charged for the shipping based on the specified weight ranges. Flat rate shipping - the same cost is charged for all shipping. Shipping based on weight Multiple shipping costs are defined and the shipping cost is charged for a particular weight range. Note that the cost of the lowest weight range is specified in the shipping option's Charge property ( General tab). If you use this approach, the system displays a list of all shipping costs defined for the currently edited shipping option. You can add new shipping costs by clicking New shipping cost, and you can modify properties of existing shipping costs after clicking Edit ( ) in the Action s column. You can also remove shipping costs from the currently edited shipping option by clicking Delete ( ) on the respective lines.

185 When editing a shipping cost, you can specify the following properties: Minimal weight - specifies the lower limit of the weight range for which the current shipping cost is charged. The upper limit of the weight range is made up by minimal weight of the next weight range (if defined). Shipping cost - specifies the shipping cost charged for the current weight range. Flat rate shipping The same shipping cost is charged regardless of order weight, as specified in the shipping option's Charge property ( General tab). No shipping costs are listed. Tax classes Here you can specify which taxes apply to the currently edited shipping option. To add tax classes, click Add tax classes and select appropriate tax classes in the displayed selection dialog. You can remove selected tax classes from the list at any time using the Remove selected action. You can also remove all listed items at once by clicking... and performing the Remove all action. Payment methods For any shipping option, e.g. direct store delivery, a delivery service, etc., you can specify multiple payment methods. This means that your c ustomers can pay for the ordered products on order delivery in cash, or they can pay using one of the available payment systems. These systems include traditional mail orders and card payments, currently widespread online payments through payment gateways, or more alternative approaches such as secure order forms, etc. When placing an order on the live site, or creating / editing an order in the administration interface, the system allows you to specify a payment method ( Billing tab). Managing payment methods

186 You can manage payment methods in the Store configuration application on the Payment methods tab (or in Multistore configuration -> Payment methods; global payment methods only). Here, the system displays a list of all defined payment methods. You can add new payment methods by clicking New payment method, and you can modify properties of existing payment methods after clicking Edit ( ) in the Actions column. You can also remove payment methods from your on-line store by clicking Delete ( ) next to respective payment method items. When editing a payment method, you can specify the following properties: General Display name Code name Description Teaser image Allow if no shipping is supplied Enabled Specifies the name of the payment method displayed to users on the live site and in the administration interface. Specifies the string identifier of the payment method object used by developers in the code. Unless there is a reason to set a particular value, you can leave the default (automatic) option, and the system generates an appropriate code name. Allows you to enter a text description for the payment method in order to provide further information. Allows you to add a teaser image that the system displays to store visitors on the live site. Other types of files such as documents, and audio and video files can also be uploaded. Indicates whether the payment method is allowed if no shipping is supplied. If checked, the system offers the payment method if no shipping is offered during the checkout process (for example, if no product with the Needs shipping property enabled is placed to the shopping cart). Indicates if you can use the payment method object in your on-line store. For example, if enabled, you can select the respective payment method from the Payment method drop-down list when editing orders on the Billing tab. Payment gateway Payment gateway URL Payment gateway provider class Order status if payment succeeds Order status if payment fails Allows you to specify the URL of the payment gateway. It can be parameterized by macros, e.g.: om?currency={%currency.currencycode%}&total={%roundedtot alprice%}. Here you can enter the name of the assembly (dll) where the payment provider is stored, and the name of the corresponding class that represents the payment provider. Allows you to specify a status assigned to the order after a successful payment. Use the drop-down list to select an appropriate order status. Allows you to specify a status assigned to the order if payment fails. Use the drop-down list to select an appropriate order status. Customers credit Your customers can purchase products and services that you offer in your on-line store using credit. If you decide to grant your customers credit, they receive the credit amount on their store account. Typically the Customers credit feature finds its application in various customer loyalty competitions. For example, the customers can receive

187 bonus points/credit for their previous purchases, and can order some products once they achieve appropriate credit amount. Your customers can pay for the purchased products using one payment method only, i.e. they cannot combine credit payment with some other form of payment. This means that if the customers choose credit payment as the payment method, they must pay the whole order with their customer credit. Enabling payment with credit Before your registered customers can pay with their credit, you need to: Ensure that the Credit payment method is registered and enabled. Check the Credit payment method configuration in Store configuration -> Payment methods: Payment gateway URL: leave blank Payment gateway provider class Assembly name: CMS.EcommerceProvider Class: CMS.EcommerceProvider.CMSCreditPaymentProvider Adding credit The customer receives their credit when a store administrator adds a credit event to the customer history. This involves the following steps: Open the Customers application. Edit ( ) a registered customer whose credit you want to raise. Switch to the Credit tab and enter the required credit details. You can either create a new credit event, or update an existing one. During your on-line store life cycle, the credit is added to/deducted from the customer's site-specific or global credit balance. This depends on whether the customer uses site-specific or global credit on the current site (if enabled). You can find more details in Multisite store. Checkout process If your registered customers decide to pay with credit, they needn't fill any additional information in the appropriate step (usually the Payment step) of the checkout process. After making the payment, the credit is reduced by an amount equal to the order total price in the default curre ncy, and the order payment result is updated. Payment gateways The Kentico E-commerce Solution supports the use of payment gateways. These e-commerce application services authorize payments that your customers make when purchasing products and services offered in your on-line store. Payment gateways facilitate the transfer of information between your website and the transaction processor or acquiring bank. Currently, the system directly supports the following payment gateways: Authorize.NET - the customers pay using their cards. PayPal - the customers pay using their cards or PayPal accounts. The system allows you to integrate also your custom payment gateways. This means that your customers are not limited to using these two gateways only. Configuring Authorize.NET Authorize.NET is one of the most popular payment gateway providers. It uses plain HTTPS POST operations against its gateway server. What you need

188 Kentico with built-in Authorize.NET support Internet Merchant Account - a type of bank account that allows a business to accept internet credit card payments (the card is not physically presented to the merchant) Payment Gateway Account - a secure internet bridge between your website and the credit card processing networks See Authorize.NET's E-Commerce Getting Started Guide for more details. How it works Configuring Authorize.NET in Kentico Before your customers can start using the Authorize.NET payment gateway, you need to perform the following configuration: Open the Settings application. Select E-commerce -> Payment Gateways -> Authorize.NET. from the settings tree. Specify the API login and Transaction key settings to identify your payments. API login - API login ID for the payment gateway account. Transaction key - a transaction key obtained from the Merchant Interface. Disable the Authorize.NET payment gateway test mode (the Use test mode setting). The gateway behavior depends on both test mode settings in the system's Settings application and in the Authorize.NET Merchant Interface. See the table for further details: Kentico Merchant Interface Transaction processed as ON ON test transaction OFF ON test transaction ON OFF test transaction OFF OFF live transaction Ensure that the Authorize.NET payment method is registered and enabled. Check the Authorize.NET payment gateway settings in Store configuration -> Payment methods. Payment gateway URL: Payment gateway provider class Assembly name: CMS.EcommerceProvider Class: CMS.EcommerceProvider.CMSAuthorizeNetProvider If you want your transactions to be processed as test transactions, enable the Test Mode and use y/transact.dll as your payment gateway URL. Checkout process If your customers use the Authorize.NET payment method, they must enter their credit card information in the appropriate step (usually the P ayment step) of the checkout process to finish payment. After the payment is finished, the order payment result is updated.

189 Configuring PayPal PayPal is one of the most popular on-line payment systems. It allows for money transfers between bank accounts, which are identified by addresses. Each account is linked to one or more credit cards, e.g. a VISA card, with on-line payment enabled. While using the Kentico PayPal payment gateway, your on-line store customers can make payment in the following currencies: United States Dollar (USD) Euro (EUR) Pound Sterling (GBP) Canadian Dollar (CAD) Japanese Yen (JPY) What you need Kentico with built-in PayPal support. PayPal account - See PayPal website for more details. How it works Configuring PayPal in Kentico Before your customers can start using the PayPal payment gateway, you need to perform the following configuration: Open the Settings application. Select E-commerce -> Payment Gateways -> PayPal from the settings tree. Specify the Business setting to identify your payments.

190 Business - address for the merchant's PayPal account. (Optional) Specify other PayPal gateway settings. Cancel return URL - the URL to which the buyer s browser is redirected if the payment is cancelled; e.g. a URL on your website that displays your custom Payment canceled page. By default, the browser is redirected to a PayPal page. Notify URL - the URL to which PayPal posts information about the transaction; see PayPal IPN for more details. If specified, overrides the settings in the PayPal merchant's interface. Return URL - the URL to which the buyer s browser is redirected if the payment is completed; e.g. a URL on your website that displays your custom Thank you for your payment page. By default, the browser is redirected to a PayPal page. Note that Return URL values that you send to PayPal can be easily manipulated. This is because these values are visible in query strings. To prevent from this issue, we recommend that you use PayPal IPN Ensure that the PayPal payment method is registered and enabled. Check the PayPal payment gateway settings in Store configuration -> Payment methods. Payment gateway URL: Payment gateway provider class Assembly name: CMS.EcommerceProvider Class: CMS.EcommerceProvider.CMSPayPalProvider If you want your transactions to be processed as test transactions, use as your payment gateway URL and sign up for the PayPal SandBox testing environment. See the PayPal website for more details. The price is rounded to two decimal places. Otherwise, the PayPal payment gateway does not allow the payment. IPN - Instant Payment Notification Instant Payment Notification (IPN) is a message service that notifies you about events related to payments processed through PayPal. It is a web-based callback mechanism that calls a pre-configured URL on your site. For the service to be functional, IPN must be enabled on the PayPal side. After processing the order, PayPal sends a confirmation to your pre-configured URL. PayPal then expects a reply from you within a short period of time (a few minutes), and returns a response to confirm that the customer paid. IPN is optional, but it is a requirement if you need to immediately confirm payments for orders to your customers. Checkout process If your customers use the PayPal payment method, they needn't fill any additional information in the appropriate step (usually the Payment st ep) of the checkout process. After clicking the corresponding button, the system redirects them to the PayPal payment gateway to finish payment. Payment results The system stores payment results in XML format, which represents the CMS.Ecommerce.PaymentResultInfo object. Each payment result XML node is equal to a single payment result item, which represents the CMS.Ecommerce.PaymentResultItemInfo object. Base payment result items include: Payment date - specifies the date and time when the payment result was last updated. Payment method - indicates the payment method that was used for payment. Payment is completed - indicates whether the payment is already completed. Payment status - indicates the status of the payment, e.g. Completed, Failed, etc. (your custom status). Payment transaction ID - represents a unique identifier for a completed payment generated by a payment gateway. Payment description - describes the payment result in more details. Payment result item properties include:

191 Name - represents a unique identifier of the payment result item. Header - represents the name of the payment result item visible to the users (simple text or localizable string). Text - determines the outer representation of the payment result item value visible to the users (simple text or localizable string). Value - determines the inner representation of the payment result item value used by developers. Example - Order payment result XML definition The following example shows an XML definition of an order payment result extended by the authorizationcode item used by Authorize.NET: <result> <item name="date" header="{$paymentgateway.result.date$}" value="1/27/2008 5:01:41 PM" /> <item name="method" header="{$paymentgateway.result.paymentmethod$}" text="credit card" value="230" /> <item name="completed" header="{$paymentgateway.result.iscompleted$}" value="1" text="{$paymentgateway.result.paymentcompleted$}" /> <item name="status" header="{$paymentgateway.result.status$}" text="{$paymentgateway.result.status.completed$}" value="completed" /> <item name="transactionid" header="{$paymentgateway.result.transactionid$}" value="0" /> <item name="description" header="{$paymentgateway.result.description$}" /> <item name="authorizationcode" header="{$authorizenet.authorizationcode$}" value="000000" /> </result> Example - Order payment result available in the Orders application The following example shows a payment result visible to your on-line store administrators in the Orders application while editing a selected o rder on the Billing tab: Date: 1/27/2008 5:01:41 PM Method: Credit card Is completed: YES Status: Completed Transaction ID: 0 Authorization code: The payment result is unavailable (N/A) until the payment gateway processor updates it. You needn't specify both item value and item text if they are identical. This is because the method rendering the payment result can manage this. The method renders the result as follows: Try to render item text. If not found, try to render item value. Customizing payment results You can use the PaymentResultInfo properties to get and set the item text or item value: PaymentDate PaymentMethodID PaymentMethodName PaymentIsCompleted PaymentStatusName PaymentStatusCode PaymentTransactionID You need to use the GetPaymentResultItemInfo(string itemname) and SetPaymentResultItemInfo(PaymentResultItemInfo itemobj) public methods to get and set your custom payment result items. The following examples demonstrate how you can get and set a custom payment result item while having the payment processed by your custom payment gateway provider. Example - Setting authorization code

192 using CMS.Ecommerce;... // Sets the authorization code PaymentResultItemInfo item = new PaymentResultItemInfo(); item.header = "{$AuthorizeNet.AuthorizationCode$}"; item.name = "authorizationcode"; item.value = "00000"; this.paymentresult.setpaymentresultiteminfo(item); Example - Getting authorization code using CMS.Ecommerce;... // Gets the authorization code PaymentResultItemInfo item = this.paymentresult.getpaymentresultiteminfo("authorizationcode"); Invoices Invoices (receipts) are commercial documents that you issue to the customers to indicate purchase-related details: products quantities prices other purchase-related details The Kentico E-commerce Solution allows you to customize the invoice (receipt) design and use a whole range of pre-defined and data macro expressions. You can generate and print the invoice (receipt) while editing the respective order on the Invoice tab. Configuring invoices You can configure the invoice (receipt) template in the Store configuration application on the Invoice tab (or in Multistore configuration -> Invoice; global invoice template only). The system allows you to further modify the invoice design by: using the built-in editor to edit HTML code representing your invoice using special expressions, i.e. macros, to insert dynamic parts of the invoice For example, you can use the {%Order.OrderInvoiceNumber#%} expression to insert invoice number. Viewing available macro examples If you Click here for invoice macro examples, the system displays a complete list of available dynamic expressions:

193 Adding attachments to invoices Here you can attach files to the invoice. For example, you can upload an image and insert it into the invoice. The system allows users to perform the following actions on uploaded files: Edit ( ) - if the file is an image, the system opens the image in the built-in image editor. If the file is not an image, the system opens the file in the metadata editor. Delete ( Update ( ) - removes a selected attachment. ) - use the action if you want to update the attached file, or replace it with a different file. The Attachments section is available only if you are using site-specific settings for your invoice. Printing invoices When printing the invoice, the Kentico E-commerce Solution allows you to split it into several pages. If you experience any issues with the printed design of the invoice in the Internet Explorer browser, try to print out the invoice in a different browser (Firefox, Chrome, etc.). Customizing and developing your store This section outlines what the system offers if you wish to customize and further develop your on-line store. You can find here selected store customization examples, same as links to pages dedicated to customization of the system.

194 Integrating further functionality to the E-commerce Solution Describes how you can extend functionality of your E-commerce Solution by integrating additional features. E-commerce customization model Describes how you can customize your E-commerce Solution, same as other parts of the system. E-commerce customization examples Provides examples of customization of selected E-commerce Solution features. Custom development Related pages Integrating further functionality to the E-commerce Solution Kentico allows you to extend the scope of available features. You can achieve this by integrating applications, utilities, website templates, etc. developed outside Kentico by third parties. You can also enhance the system by adding your custom applications, web parts and other items. Integrating functionality with Kentico Marketplace Integrating your custom functionality Integrating functionality with Kentico Marketplace Kentico Marketplace, the official Kentico community feature sharing portal, offers a wide range of third party features recommended for use with Kentico. Among third party integrations currently offered for the E-commerce Solution, you can find: Payment gateways eway Payment Gateway Provider SecurePay Payment Gateway Provider PayPal Payflow Pro Kentico Connector Sage Pay Payment Gateway for Kentico Shipping providers FedEx Kentico Connector

195 UPS Kentico Connector USPS Kentico Connector Others Sage 50 Connect for Kentico - connects directly, in real-time with a remotely located Sage 50 Accounts system. Avalara Kentico Connector - connects directly, in real time with Avalara tax services. Kentico eprocessing Connector - allows you to administer your merchant transactions directly through your website. You can find more third party integrations, same as further details in the E-commerce section of the Kentico Marketplace. Integrating your custom functionality You can integrate features that you developed according to your specific requirements. For example, you can add your custom applications, templates, web parts, etc. You can also create your custom payment gateways, as described in detail in Creating a custom payment gateway. You can integrate other third party functionality. The system allows you to add third party features using, for example, the built-in integration bus or REST service. If you need to customize the behavior of the system or wish to personalize its built-in applications, see E-commerce customization model. E-commerce customization model To learn how you can customize the system's behavior and the behavior of the system's selected modules according to your specific requirements, see Customizing providers. This customization is available also for the E-commerce Solution. This means that you can override its default behavior and calculations by using custom providers ensuring various operations. Examples Your Kentico installation includes examples of E-commerce Solution customization. To access these samples:

196 Open your installation directory (by default C:\Program Files\Kentico\<version> ). Expand the CodeSamples\App_Code Samples\ sub-directory. Copy the E-commerce samples folder into the CMS\App_Code\CMSModules\Ecommerce\ folder of your web project. Web application installations If you installed your Kentico project in the web application format, copy the examples into the Old_App_Code folder instead. You must also manually include the sample class files into the project: Open your Kentico application in Visual Studio. Expand the CMSApp_AppCode project in the Solution Explorer. Click Show all files at the top of the Solution Explorer. Navigate to Old_App_Code\CMSModules\Ecommerce, right-click the new Ecommerce samples folder and select Includ e in Project. Now you can view the code of the sample customized providers and try out their functionality. See Registering providers using assembly attributes for further details. E-commerce customization examples In this section, you can find selected E-commerce Solution customization examples. Creating a custom payment gateway Describes how you can add a custom payment gateway to your on-line store. Importing products using the API Describes how you can import products from an external source of data into Kentico using the API. Creating a custom payment gateway Creating a custom payment gateway To integrate your custom payment gateway: Create a payment gateway form with your custom controls to allow customers to enter their payment data. For example credit card numbers, credit cart codes, etc. Create a custom payment gateway class and override methods required for processing the payment. If you create the custom payment gateway class in your project's App_Code folder (or Old_App_Code on web applications), you need to register the class using: [assembly: RegisterCustomClass("CustomGateway", typeof(customgateway))] See Custom payment gateway class. 5. Open the Store configuration application. Switch to the Payment methods tab. Create a new payment method and register your custom payment gateway.

197 If you want to offer your customers the custom payment gateway during the checkout process, you now need to add the respective payment method to selected shipping options. Creating a custom payment gateway form Create a new web user control (*.ascx) and place it into your website folder, which is located in the root of your web project. Because the control is located in the website folder, it is included in the export package of your site. See Export folder structure for more details. Set the control class to inherit from the abstract CMS.EcommerceProvider.CMSPaymentGatewayForm class. Override the following methods to reach the required functionality. LoadData() - initializes form controls with customer payment data. ValidateData() - validates customer payment data. ProcessData() - processes customer payment data and saves it to the Besides, there are several properties to get or set information related to the purchase: PaymentProvider - gets/sets the payment provider which initialized this control. PaymentGatewayCustomData - gets the payment gateway custom data storage. ShoppingCartInfo object. Payment data, such as credit card numbers, credit card codes, etc., is not saved into the database due to security reasons. Creating a custom payment gateway class Create the CustomGateway.cs class under the App_Code directory ( Old_App_Code for web applications). Set the class to inherit from the CMS.EcommerceProvider.CMSPaymentGatewayProvider abstract class. (Optional) Override the following methods to reach the required functionality. ValidateCustomData() - validates payment gateway custom data of the current shopping cart step. By default, validates the CMSPaymentGatewayForm control data. ProcessCustomData() - processes payment gateway custom data of the current shopping cart step. By default, processes the CMSPaymentGatewayForm data. ProcessPayment() - processes the payment. You need to override this method to have the payment processed by your payment processor. Besides, there are several properties to get or set information related to the purchase: ShoppingCartInfoObj - specifies the shopping cart object that stores all data during the checkout process. If the OrderId pr operty is specified, it is created from the existing order. Otherwise, it is returned from the current shopping cart control.

198 OrderId - specifies a unique identifier (ID) of the currently processed order. PaymentResult - specifies the result of the currently processed payment. PaymentDataForm - gets the payment gateway form with custom controls. IsPaymentCompleted - indicates if payment is completed. It is determined by the order payment result. InfoMessage - specifies the payment result message displayed to the user when payment succeeds. ErrorMessage - specifies the payment result message displayed to the user when payment fails. Compile the project. No compilation is needed if you installed your Kentico project as a web project. Assigning the custom payment gateway to selected shipping options To add the payment method (custom payment gateway) to selected shipping options: Open the Store settings application. Switch to the Shipping options tab. Edit ( ) a shipping option. Switch to the Payment methods tab. Click Add payments. The system opens the Select payment dialog. Select the required payment method. Click Select. (Optional) Repeat Steps 3 through 7 to assign your custom payment gateway to more shipping options. Your customers can now use for selected shipping options the custom payment method. Examples The examples demonstrate an implementation of a custom payment processor. The processor allows customers to pay for their orders using an external payment gateway similar to PayPal. How payment works In the appropriate step (usually the last step) of the checkout process, the system asks the customer for their credit card number. After the customer confirms payment (by clicking Finish payment in the sample checkout process), the system validates the credit card number for an empty value and processes it. If successful, the payment process is performed the required payment data is attached to the payment URL, and the customer is redirected to the payment gateway. If the payment process fails (the payment gateway URL is not defined), the payment result is updated and an appropriate error message is displayed. The system saves the order before asking the customer to pay. Specifically, this happens immediately after placing the order, i.e. after clicking Order now in the sample checkout process. It is not secure to send credit card information as a part of the payment gateway URL. Therefore, customers are usually asked for their credit card details after being redirected to the payment gateway. If this is not the case, we recommend that you use some other way of sending your customers' credit card information. Custom payment gateway form Here you can see a simple form with one input field where the customers enter their credit card numbers. CustomGatewayForm.ascx

199 If you installed your Kentico project as a web application, for the code example to work, you need to rename the CodeFile property on the first line to Codebehind. <%@ Control Language="C#" AutoEventWireup="true" CodeFile="CustomGatewayForm.ascx.cs" Inherits="EcommerceSite_CustomGatewayForm" %> <asp:label ID="lblTitle" runat="server" EnableViewState="false" CssClass="BlockTitle" /> <asp:label ID="lblError" runat="server" EnableViewState="false" CssClass="ErrorLabel" Visible="false" /> <asp:label ID="lblCardNumber" EnableViewState="false" runat="server" /> <asp:textbox ID="txtCardNumber" runat="server" /> CustomGatewayForm.ascx.cs

200 using System; using CMS.EcommerceProvider; using CMS.Helpers; public partial class EcommerceSite_CustomGatewayForm : CMSPaymentGatewayForm { protected void Page_Load(object sender, EventArgs e) { // Initialize label lbltitle.text = "Your credit card details"; lblcardnumber.text = "Credit card number:"; } /// <summary> /// Initializes form controls with customer payment data. /// </summary> public override void LoadData() { // Display customer credit card number txtcardnumber.text = ValidationHelper.GetString(PaymentGatewayCustomData["CustomGatewayCardNumber"], ""); } /// <summary> /// Validates customer payment data. /// </summary> /// <returns></returns> public override string ValidateData() { if (txtcardnumber.text.trim() == "") { lblerror.visible = true; lblerror.text = "Please enter your credit card number"; return lblerror.text; } return ""; } /// <summary> /// Process customer payment data. /// </summary> /// <returns></returns> public override string ProcessData() { // Save credit card number PaymentGatewayCustomData["CustomGatewayCardNumber"] = txtcardnumber.text.trim(); return ""; } } Custom payment gateway class The following example creates and registers the gateway class in the project's App_Code folder (or Old_App_Code on web applications). CustomGateway.cs using System; using System.Collections;

201 using CMS; using CMS.Base; using CMS.EcommerceProvider; using CMS.Helpers; [assembly: RegisterCustomClass("CustomGateway", typeof(customgateway))] public class CustomGateway : CMSPaymentGatewayProvider { /// <summary> /// Returns path to payment gateway form with custom controls. /// </summary> public override string GetPaymentDataFormPath() { return "~/EcommerceSite/CustomGatewayForm.ascx"; } /// <summary> /// Process payment. /// </summary> public override void ProcessPayment() { // Get payment gateway url string url = GetPaymentGatewayUrl(); if (url!= "") { // Initialize payment parameters Hashtable parameters = InitializePaymentParameters(); // Add required payment data to the url url = GetFullPaymentGatewayUrl(url, parameters); // Redirect to payment gateway to finish payment URLHelper.Redirect(url); } else { // Show error message - payment gateway url not found ErrorMessage = "Unable to finish payment: Payment gateway url not found."; // Update payment result PaymentResult.PaymentDescription = ErrorMessage; PaymentResult.PaymentIsCompleted = false; // Update order payment result in database UpdateOrderPaymentResult(); } } /// <summary> /// Returns table with initialized payment parameters. /// </summary> /// <returns></returns> private Hashtable InitializePaymentParameters() { Hashtable parameters = new Hashtable(); parameters["orderid"] = ShoppingCartInfoObj.OrderId; parameters["price"] = ShoppingCartInfoObj.TotalPrice; parameters["currency"] = ShoppingCartInfoObj.Currency.CurrencyCode; parameters["cardnumber"] = ValidationHelper.GetString(PaymentDataForm.PaymentGatewayCustomData["CustomGatewayC ardnumber"], ""); return parameters; }

202 /// <summary> /// Returns payment gateway url with payment data in query string. /// </summary> /// <param name="url">payment gateway url.</param> /// <param name="parameters">initialized payment paremeters.</param> /// <returns></returns> private string GetFullPaymentGatewayUrl(string url, Hashtable parameters) { foreach (DictionaryEntry parameter in parameters) { // Add payment data to the url url = URLHelper.AddParameterToUrl(url, Convert.ToString(parameter.Key), URLHelper.EncodeQueryString(parameter.Value.ToString())); }

203 } } return url; For further details on how to create your custom payment gateway, see the Developing Custom Payment Gateway webinar. Importing products using API You can import products from an external source of data into Kentico using the API. As a source of data, you can use, for example, a CSV (comma-separated values) file. Back up your Kentico database. Prepare your external source of data, i.e. a CSV file. Make sure that all product properties required for import into the Kentico database are included. In this example, the CSV file contains the following records (comma-separated): Field 1 - specifies the name of the product, e.g. Apple iphone 5. Field 2 - specifies the description of the product, e.g. New version of iphone. Field 3 - specifies the price of the product. Use a dot (.) to separate decimal places, e.g Field 4 - specifies the department where the product will be placed after import. You need to enter the department code name, e.g. EcommerceSite.Electronics. If you leave the record empty or enter an invalid department code name, no department will be assigned to the product after import. Copy the following files to your web project folder. ImportProducts.aspx ImportProducts.aspx.cs products.csv ImportProducts.aspx <%@ Page Language="C#" AutoEventWireup="true" CodeFile="ImportProducts.aspx.cs" Inherits="ImportProducts" Theme="Default" %> <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 0 Transitional//EN" " <html xmlns=" > <head id="head1" runat="server"> <title>import</title> </head> <body> <form id="form1" runat="server"> <div> <asp:label ID="lblInfo" runat="server" EnableViewState="false" /><br /> <asp:label ID="lblError" runat="server" EnableViewState="false" /> </div> </form> </body> </html> ImportProducts.aspx.cs The following sample code allows you to import products specified in your external source of data to the Products -> Electronics -> Cellphones section as Cellphones. Modify the code to suit your needs:

204 Change import location Change product type using System; using CMS.DataEngine; using CMS.DocumentEngine; using CMS.Ecommerce; using CMS.Helpers; using CMS.IO; using CMS.Membership; using CMS.SiteProvider; public partial class ImportProducts : System.Web.UI.Page { #region "Private variables" // Document owner private string username = "Administrator"; private TreeProvider tree; private string sitename = ""; private string culturecode; private int siteid; private string classname = "CMSProduct.CellPhone"; #endregion #region "Methods" protected void Page_Load(object sender, EventArgs e) { // Get site info sitename = SiteContext.CurrentSiteName; siteid = SiteContext.CurrentSiteID; // Get default site culture culturecode = CultureHelper.GetDefaultCultureCode(siteName); // Get user info UserInfo ui = UserInfoProvider.GetUserInfo(userName); if (ui!= null) { tree = new TreeProvider(ui); } else { tree = new TreeProvider(); } // Import products lblerror.text = Import(Server.MapPath("products.csv")); } /// <summary> /// Imports products from the specified file in *.csv format /// </summary> /// <param name="filepath"></param> /// <returns></returns> private string Import(string filepath) { string error = ""; FileStream file = null; try { // Specify file with product data file = FileStream.New(filePath, FileMode.Open, FileAccess.Read); } catch (Exception ex) { error = "Error loading file '" + filepath + "': " + ex.message;

205 } if (error == "") { // Get product parent document TreeNode parentdocument = GetProductParentDocument(); // Get default product document type DataClassInfo productdocumenttype = GetProductDocumentType(); if ((parentdocument == null) (productdocumenttype == null)) { error = "Unable to create products, some information missing"; } else { var reader = StreamReader.New(file); int count = 0; // Read file while (!reader.endofstream) { string line = reader.readline(); if (line!= null && line.trim()!= "") { // Get product data string[] productdata = line.trim().split(','); // Create product (SKU) var sku = new SKUInfo { SKUName = productdata[0], SKUDescription = productdata[1], SKUPrice = ValidationHelper.GetDouble(productData[2], 0), SKUEnabled = true, SKUSiteID = siteid, SKUProductType = SKUProductTypeEnum.Product }; DepartmentInfo department = DepartmentInfoProvider.GetDepartmentInfo(productData[3], sitename); if (department!= null) { // Assign product to its department sku.skudepartmentid = department.departmentid; } try { SKUInfoProvider.SetSKUInfo(sku); } catch { error += "Unable to create product '" + sku.skuname + "'. <br />"; } // If product was created successfully if (sku.skuid > 0) { // Create product document type and assign SKU to it var productdoc = (SKUTreeNode)TreeNode.New(productDocumentType.ClassName, tree); productdoc.documentskuname = sku.skuname; productdoc.documentskudescription = sku.skudescription; productdoc.nodeskuid = sku.skuid;

206 productdoc.documentculture = culturecode; try { productdoc.insert(parentdocument, true); count++; } catch { error += "Unable to create document '" + sku.skuname + "'. <br />"; SKUInfoProvider.DeleteSKUInfo(sku.SKUID); } } } } // Close file if (file!= null) { file.close(); } // Close reader reader.close(); // Display number of created products lblinfo.text = "Number of created products: " + count; } } return error; } /// <summary> /// Ensures parent document for product documents exists. /// </summary> private TreeNode GetProductParentDocument() { // Try to get products' parent document TreeNode parent = tree.selectsinglenode(sitename, "/Products/Electronics/Cellphones", TreeProvider.ALL_CULTURES, true, "cms.menuitem"); // Parent not found if (parent == null) { // Get site root TreeNode root = tree.selectsinglenode(sitename, "/", TreeProvider.ALL_CULTURES, true, "cms.root"); if (root!= null) { // Create new parent document parent = TreeNode.New("cms.menuitem", tree); parent.setvalue("menuitemname", "Custom products"); parent.documentname = "Custom products"; parent.documentculture = culturecode; parent.insert(root, true); } } return parent; } /// <summary> /// Ensures default product document type exists. /// </summary> private DataClassInfo GetProductDocumentType() { DataClassInfo defaultproducttype = DataClassInfoProvider.GetDataClassInfo(className); return defaultproducttype;

207 } } #endregion Changing import location If you need to change import location, customize the GetProductParentDocument() method. Specifically, you need to modify the value of the parent variable: parent = tree.selectsinglenode(sitename, "/Products/Electronics/Cellphones", TreeProvider.ALL_CULTURES, true, "cms.menuitem"); For example, if you want to import your products directly into the Products section, change the path to "/Products". If you enter an invalid parent node path, the system creates a new document located in the root directory. The system then adds the imported products under this parent document. Changing product type If you need to change the product type, customize the value of the classname variable: string classname = "CMSProduct.CellPhone"; For example, if you want to import your products as Tablets, change the value to "CMSProduct.Tablet". To be able to perform the import, your website must have appropriate product types defined. Open the ProductImport.aspx file in your Internet browser. The system runs the script and informs you about the import result. If you open the Products application, you can see that the imported products are listed under Electronics -> Cellphones.

208 Store reports The Kentico E-commerce Solution offers multiple interactive reports that inform you about your on-line store. All the major store sections are covered, i.e. sales, orders, products, customers and donations. The system gathers the information during your store life cycle as individual events occur, and stores it in the database. For example, when a customer places an order or adds a product to a wishlist. You can access E-commerce Solution reports in the Store reports application. Viewing the information If you select a report from the reports tree, you can view its details. Reports display information using graphs and tables, in some cases along with additional information, i.e. related values. E-commerce reports share the following characteristics: They display enabled objects, i.e. objects allowed on the current site. While editing E-commerce objects, you can manually enable / disable most of them using the Enabled property. You can find more details in Configuring and managing your store. They display disabled objects if included in orders. For example, the Number of orders by country report displays countries from both enabled and disabled addresses in orders received from your customers. They display site-specific objects, global objects or both site-specific and global objects, based on your on-line store configuration. For example, the Sales by currency report displays currencies (site-specific, global or both) as defined in the Use global settings for -> Currencies setting in Store configuration -> Store settings -> Global objects. In tables, they sort the displayed records (from the highest to the lowest) according to specified criteria. For example, the table in the Top customers by number of orders report sorts your customers by the number of orders that they made in your on-line store (from the highest to the lowest). Similarly, the table in the Inventory report sorts the displayed records alphabetically by product name (from A to Z). Managing report information You can filter E-commerce reports based on various conditions, for example time period, address type, object name, etc. You can also Save, Print or Subscribe to any report. E-commerce dashboard The dashboard page allows you to personalize and view various E-commerce reports on a single page. Generating E-commerce sample data The sample data generator allows you to generate E-commerce sample data to try out E-commerce reports without the need to enter your real data. You can configure your on-line store reports in the Reporting application if you have the corresponding permissions. You can find more details in Configuring permissions.

209 Using the Store reports dashboard The Store reports application offers a dashboard allowing you to use dedicated widgets to view various E-commerce reports. You can configure and place these widgets on your dashboard page. Generating E-commerce sample data The Sample data generator allows you to generate sample customers and orders. You can use this data to become familiar with store reports. Click Generate to generate your sample data, or click Delete to remove your sample data (if any) from the system. Other e-commerce data, e.g. products, is not generated by the sample data generator, but is used from the current site (if available). Please note that such data is not affected by the generator. Store security This section describes security of the Kentico E-commerce Solution. E-commerce permissions Describes what security settings are available in your on-line store to define access and configuration rights for the users of your website. E-commerce UI personalization Informs how you can personalize your E-commerce Solution administration interface. E-commerce department administrators Describes what you need to do in order for selected store administrators to be able to manage products from selected departments.