Using the ecommerce Features in Drupal 6.0

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1 Using the ecommerce Features in Drupal 6.0 Table of Contents Basics... 3 Creating a Product or Donation... 3 General Information... 3 Great Gathering Information... 3 Product Information... 4 Working with Product Attributes... 4 How Atributes Work... 4 Setting Up and Changing Options... 5 Great Gathering Creation Steps... 6 Using the Store Administration Area... 7 Orders... 7 Reports... 8 Triangle Park Creative 1 ecommerce Manual

2 Triangle Park Creative 2 ecommerce Manual

3 Basics There are two kinds of financial transactions that can occur on the website: Donations and Product purchases. Donations can have an open-ended amount of money (a minimum can be set) entered by the user, while Products have a set dollar amount. Currently, there is only one category of product type Great Gatherings. If you need to add an additional category, go to Content Management > Taxonomy. On the list, find Product Type, and click the List Terms link. Click Add Term to create an additional category in this taxonomy, then save it. This might occur if you decide to sell FSM logo products on the site, for instance, in which case you might want to create a category called FSM Store. Creating a Product or Donation Choose Content Management > Create Content > Donation OR Content Management > Create Content > Product. Products includes anything that can paid for on the site, including Great Gatherings, except donations. This form has several sections, including: General Information Great Gathering Information (if applicable) Product Information General information. This is similar to other content types on the site, including: Name Product type (is it a Great Gathering or not?) Description Image if desired (365 pixels wide). Great Gathering Information. There are several required items here: Whether the GG is full or not Check once the GG is full When it will be held (the date as you would like it to be read) Date of the GG Price Details. This briefly describes the base price and what it covers. Examples: A dinner might be priced at $50 per A notation on what the base couple, or a Family Fun event might cost $30 per parentchild pair. price covers Family Fun or Adults-Only Gathering Category. Choose from Family Fun or Adults- Only. If you need to add a category or change the name of a Host name(s) category, contact Triangle Park Creative. Gathering Host name or names. Attendees so Far. This will always be blank to start out with, and will be filled out manually as people sign up for the Gathering. Triangle Park Creative 3 ecommerce Manual

4 Product Information. There are several required items here: A SKU (stock control unit), which is a unique identifier that will appear on your transaction reports. This can be a number or words, but it can t have any spaces in it, and it must be unique among all the other SKUs on the site. We recommend coming up with a naming convention, such as gg-09-title-name-shortened A Sell Price. If it s an open-ended donation, leave it at zero. For GGs, leave it at zero (see Product Attributes, below). Otherwise, include the price for the item. SKU here Ignore list price and cost; Sell price is required If it s a shippable object, check this You can generally ignore all of this Working with Product Attributes Sometimes a single product comes in more than one form the most common example is clothing, which might come in S, M, L, XL and XXL. These variations in a single product are called Attributes. How Attributes Work Each Attribute consists of a list of Options from which the customer can select.. In our clothing example, Size is the attribute, while S, M, L are the Options. Attributes and Options are created and managed in the Store Administration menu in the black menu, under Attributes (Store Administration > attributes). If you are creating a completely new type of product that s not already on the site, it s likely you would want to create the Attributes and Options before you create the Product. You may also need to create additional Options for the Great gatherings. The Add an Attribute form looks like this: Add a new one here Edit name here Edit Options here Triangle Park Creative 4 ecommerce Manual

5 You can make an Attribute required by checking the Required box. This means the user will have select from among the options (as in specifying the size of a shirt). In the case of Great Gatherings, the Pricing Options attribute should be required, because we are setting the price at zero and making people select which of the options they want to purchase. Great Gatherings also have an Attribute called Attendees. This is a required field when it s used, because we want the payer to tell us who is coming (even if it s just the same name as the payer). It is used on all Great Gatherings. Attribute name Is it required? Should it be shown as a dropdown Select Box, Radio Buttons, or a Text Field? Setting Up and Changing Options If you need a new option, click here Edit the name or price of an existing option here The Great Gatherings Pricing Options already have a number of possible options. The price for each option can be overridden when creating any specific Great Gathering, so don t worry too much about the Default Prices listed here. But you may need to add an additional type of option for a specific Great Gathering. The amount in this field will appear The prices of Options are all absolute, as a price addition to the purchaser relative to a base price of $0. For instance, a dinner might have two options $50 per couple or $30 per individual. A Family Fun event that costs $30 per parent-child pair might allow additional children from the same family for $10. Purchasers will only be able to sign up for one of the options at a time, but once they have added one option to their shopping basket, they will be returned to the same Great Gathering they just added, so if they want to add another option (such as an additional child), they can do that right away. Triangle Park Creative 5 ecommerce Manual

6 Great Gathering Creation Steps Here is the list of steps to create a new Great Gathering: 1. Go to the black menu bar and select Content Management > Create Content > Product. 2. name it, select Great Gathering as the Product Type. Add an image if desired. 3. Paste in the description and format the text as needed. At the end of the text, include these sentences: Price is $XX.00 per couple/family/person or $XX.00 per person/child/etc. Note: You can sign up for only one of these two pricing options per sign up, but you can return to the Great Gatherings and add another after adding the first one to your shopping basket. 3. add the date, price details (base price per couple, per child, etc.) the category (Family Fun vs. Adults Only), and the gathering host. 4. Make up a SKU. Uncheck Product and its derivatives are shippable. 5. Click the Save and Continue button. 6. Go back to the top of the form and click the Attributes tab. 7. Click the blue link that says add attributes to this product Click this link 8. Select both Attendees and Pricing Options, the click the Add Attributes button. Select both Click this button Triangle Park Creative 6 ecommerce Manual

7 9. Click the Options button. You ll see this table: Uncheck any that don t apply Select the one that should be the default Change prices if needed Reorder the options here 10. Uncheck any options that don t apply to your Great Gathering. 11. if there is more than one option in use, you can change the order they appear on the dropdown list by dragging the four-way arrow (at left) up and down. 12. Select which of the available options should be the default option. 13. Click the SUBMIT button. Using the Store Administration Area In the Store Administration menu, you can view Orders, Customers or Reports, as needed. Orders Orders appear by Order Number (which is usually the same as reverse chronological), but can be rearranged by clicking on the column headings for Total, Purchase Date or Status. If you know the customer s order number, you can view just that one order. Or you can filter the list to show only orders with a specific status, such as Pending. View Edit Delete Triangle Park Creative 7 ecommerce Manual

8 It is also possible to search orders by going to Store Administration > Orders > Search Orders. You can also view information by customer by going to Store Administration > Customers and either view the customers by last name, or search the customers. Reports You can generate reports by customer, product, or sales. In general, reports by sales are the most likely to be useful in gaining an overview of how sales are going. When you choose Store Administration > Reports > Sales Reports, you are first given an overview summary. Sales per year (based on the calendar year) lists sales for each month, in order from January to December. You are most likely to use the Custom Sales Summary option, because it allows you to enter a time range. For instance, if you want to know how sales have been during the first quarter of the year, you could enter January 1 - March 31. You can have the results shown by month, or if you want to see everything totaled for the quarter, choose Yearly for the breakdown. Reports by year or custom summaries can be exported to.csv format for use in other databases or in Excel files. This type of report is most likely to be useful Choose monthly or yearly, which will combine all data for the date range requested) Triangle Park Creative 8 ecommerce Manual