Guide PHPro Promoset Module

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2 Table of Contents 1 Brief description Key Features: Installation Installation If you don't want to or cannot use Magento Connect: If you want to use Magento Connect: Upgrade If you didn't install the extension with Magento Connect: If you installed the extension with Magento Connect: General Usage Configuration Prices Products Custom Options Custom Options on Promoset Children Managing the promoset list on child pages Tax Rules General configuration Calculation Discount Percentage Promotion in the shopping cart Special Cases One or more products of the bundle are out of stock One or more products of the bundle are disabled One or more products of the bundle are "Not Visible Individually" A Promoset can be "not shown individually" The link of my promoset bundle on the child- page gives a Minimum / Maximum Qty Allowed in Shopping Cart on Promoset Children Enable Qty Increments on Promoset Children Special prices on Promoset Children Fixed Product Taxes I can't see the upsell- like promoset on the product detailpage of a Child More Information Also Check

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4 Module Version: Date last update: 16/01/2014 Author: Pieter Caluwaerts / PHPro Questions/Feedback: [email protected] 1 Brief description Thank you for using the PHPro Promoset module for Magento. With this module, you are able to make a collection of simple products grouped in a promoset product and specify a fixed price or a discount percentage. Furthermore, the product has all functionality of a grouped product. 1.1 Key Features: Group simple products into 1 bundle. Specify a fixed price of discount percentage for the promoset product. Upsell- like offers of bundles containing the currently viewed single product. All the functionality of a simple product. Support of custom option of the promoset (New in 1.4) Custom option of children are ignored (New in 1.5) Multi- website & Multi Store(view) support (New in 1.4) Decide to display the promoset on the child detail page or not (New in 1.4) Decide the sort order of the promosets when a child occurs in more than 1 promoset. (New in 1.4) Show a Promoset link in the shopping cart when its simple product is in the cart (New in 1.5) The Promoset can have the visibility "not shown individually" and you can configure the upsell- like offer to remain on the product detail page of a simple product. (New in 1.5) Configure whether to display "Save x %" or "Save x" 100% Open Source From CE 1.8 we've made a template overwrite on price.phtml Only 2 Rewrites: Mage_Adminhtml_Block_Catalog_Product_Grid & Mage_Sales_Model_Mysql4_Quote_Item_Collection 4

5 2 Installation 2.1 Installation If you don't want to or cannot use Magento Connect: Open the tar Extract the archive and copy the folders into your magento installation Clear your cache If you are logged in on your admin, log out and log in again If you want to use Magento Connect: Navigate to System- >Magento Connect- >Magento Connect Manager Login with your admin credentials Under direct package file upload, click choose file and select the package Click upload 2.2 Upgrade If you didn't install the extension with Magento Connect: Extract the archive and copy the folders into your magento installation Clear your cache If you installed the extension with Magento Connect: Find the module in the existing extensions Remove the module Upload the new package file (see installation) 5

6 3 General Usage The promoset module will add a new product type in your Magento store named Promoset Bundle. This product type allows you to group several simple products as a bundle with a fixed price. On the catalog pages, the product is shown with the specified price as a special price. The regular price is the sum of all the products in the bundle. On the product detail page of a promoset product an overview of the contents is shown, along with each product s short description and quantity in the bundle. On the product detail page of a product which is part of one or more promoset products, an upsell- like callout is shown for all of the promoset products it is part of. 6

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8 4 Configuration The promoset bundle is a new product type and is available in the selection when adding a new product. To add a new promoset product, click Add product on the Catalog > Manage Products page, and select Promoset Bundle. The configuration is almost identical to a grouped product. Important differences are on the Prices and Promoset children tabs. 4.1 Prices On the Prices tab, we added the Special price and Special price (method) fields. The Special Price field is used to enter the new price, or the amount of discount. The Special Price Method field is used to switch between a fixed price and a discount percentage. Note that the original and new price is only displayed if you have already selected the bundle products. 8

9 4.2 Products You can add the desired products to the bundle on the Promoset Children tab in the same way as you add a grouped product: Note the Default Qty and Position fields on the right hand side of the grid. These are used to specify the amount of the item in the bundle, and the sorting relative to the other products. Please note that it is only possible to add simple products to a promoset bundle, this does include the simple products of a configurable product (e.g.: A white M- size T- shirt). Do not forget to enable the product, set it as In stock specify the correct website(s) and/or store(s) to display the product in and assign it to a category, or your product will not be shown. 4.3 Custom Options The Custom Options functionality in promoset is the same as in the other bundles. The big difference compared to these bundles is the possibility to add a custom option on a promoset with a price calculated with a percentage on the original price Custom Options on Promoset Children Since version you are able to put a product with custom option in the promoset product. When this child product is added in the promoset, we forget all the custom options of that child for that promoset. Your simple product will still have its custom options, but they are not triggered in the promoset. 9

10 4.4 Managing the promoset list on child pages When a simple product is part of a promoset, a tab called Promoset Parents will be added. On this tab you can determine the position of the promosets in the list view or you can choose to disable displaying a promoset. The latter might come in handy when you have a small product (like a universal cellphone cover) that is part of a large amount of promosets. By default, the position is the same as it is shown in the grid and all the promosets are enabled. 4.5 Tax Rules In order to get a correct tax calculation it is obliged to choose the right Tax Class. If your Promoset has products with different tax rates, you will first have to make the new tax rates, add a new product tax class, and update your tax rules. Otherwise the calculation will not be correct. This module will not automatically create the tax rates and tax rules for you. 4.6 General configuration 10

11 The "Default quantity children" will be the default amount when assigning products to the Promoset Bundle. If you want to redirect the product images towards the simple products, configure the "Refer product images url to promoset" as No. With "Show percentage or fixed discount as referral on child pages" you can configure how the discount should be displayed "When a promoset bundle has visibility "not shown individually", show the promoset bundle on the product detail page of the child?" => This configuration will show the upsell of the promoset but will remove the hyperlink towards the promoset bundle. "Global setting that determines if the promoset bundles are promoted on the cartpage when a child has been added to the cart." => This general configuration will trigger a upsell- like banner of the promoset when a simple product is added to the cart. 4.7 Calculation Discount Percentage The percentage calculated on the promoset bundle is calculated using the input in the backend price fields. If the prices are entered as including VAT, your percentage will be included VAT. If the prices are entered as excluding VAT, your percentage will be excluded VAT.! Entering your prices including VAT and showing them on the frontend only excluding VAT may result in a confusing discount percentage: the customers only see the prices exclusing VAT but the percentage is calculated using the including VAT prices. 4.8 Promotion in the shopping cart Every simple product has a possibiity to show the promoset where it belongs to, in the shopping cart: 11

12 5 Special Cases 5.1 One or more products of the bundle are out of stock If one or more products which are part of the bundle are out of stock, the standard Magento out- of- stock flow is used. This means that customers will not be able to add the promoset product to their carts, or complete a purchase of the promoset product if it was already in their cart prior to going out of stock.! If you configured to hide the out of stock products (system config), the link to the bundle on a product detailpage will also be hidden when a promoset becomes out of stock. 5.2 One or more products of the bundle are disabled If one or more products which are part of the bundle are disabled, that product will not appear in the set. The price of the disabled product will be subtracted from the regular price of the bundle. The special price will stay the same. That's why you should update the Promoset Price when disabling products of the bundle. 5.3 One or more products of the bundle are "Not Visible Individually" When a promoset child is configured as 'not visible individually' the hyperlink on the promoset product detailpage will be removed. Otherwise a 404- page would occur when clicking on the link. 5.4 A Promoset can be "not shown individually" When you configure the visibility of a promoset into "not shown individually", you can configure in the system configuration to still display the promoset on the children product detail page. The hyperlink towards the promoset will be removed (in order to prevent the 404 page of a not shown individually product). 12

13 5.5 The link of my promoset bundle on the child- page gives a 404 Make sure that your promoset bundle is allocated to a category 5.6 Minimum / Maximum Qty Allowed in Shopping Cart on Promoset Children Take into account that your promoset will look at the minimum and maximum qty allowed of the promoset children. If your promoset child has a minimum of quantity 2, it is required to add 2 promosets into the cart (supposing the default qty of the promoset child = 1). 5.7 Enable Qty Increments on Promoset Children Take into account that your promoset will not look at the qty increments of the promoset children. You can always activate the QTY Increments on Promoset level. 5.8 Special prices on Promoset Children Your Promoset Bundle will not take into account the special prices of the Promoset children. In order to calculate the price the promoset only looks at the regular price. Be aware that a change in the regular price of your promoset children will effect the pricing of the promoset! 5.9 Fixed Product Taxes Fixed Product Taxes, like environmental taxes, are not supported I can't see the upsell- like promoset on the product detailpage of a Child. Go to your simple product in the backend of Magento and check the tab "Promoset Parents". You should turn the value of "Display on current child page" into YES. 6 More Information PHPro is part of the Cronos Group. Cronos is a company with over 2500 employees distributed in about 200 ICT companies each with their own expertise. Cronos is divided in 5 company clusters, Xplore Group being one of them. PHPro belongs to this cluster and its mission is to provide a professional approach to PHP development. PHPro specializes in 3 major PHP platforms being Magento (e- commerce software), Drupal and Zend Framework. PHPro is a team of dedicated PHP developers amongst which several are Magento Certified Developers and Zend Certified Engineers. 13

14 7 Also Check... Stock Monitor for Magento More information on: monitor- magento all- stock- changes- magento 14