Axis LMS Shopping Cart Guide

Axis LMS Shopping Cart Guide

Proprietary Notice The software described in this document is a proprietary product of Atrixware, and is furnished to the user under a license for use as specified in the license agreement. The software may be used or copied only in accordance with the terms of the agreement. Information in this document is subject to change without notice and does not represent a commitment on the part of Atrixware. No part of this document may be reproduced, transmitted, transcribed, stored in any retrieval system, or translated into any language without the express written permission of Atrixware. Axis LMS Shopping Cart Guide Copyright 1997-2015 Atrixware, All Rights Reserved. May 2015 Printed in USA 2

Shopping Cart Overview... 5 What is the Shopping Cart?... 5 Administrative Component 5 Online Courses Component 5 Live Classes Component 5 Storefront for Visitors 5 Storefront for Users/Learners 6 Storefront for Agents 6 Widgets for Account Website 6 Widgets for Learning Portal 6 Which Gateways Work?... 7 Authorize.net 7 PayPal 7 Simulated 7 Using More that One Gateway 7 Setting Up the Shopping Cart... 8 Manage User Store Settings 8 Gateway 8 Store Home Page 8 Terms and Conditions 8 Response Page for Successful Order 9 Response Page for Failed Order 9 Response Page for Paypal Order 9 Notification Settings > Email Address 9 Notification Settings > Email Template 9 Receipt Email Template 9 Manage Agent Store Settings 10 Gateway 10 Store Home Page 10 Terms and Conditions 10 Response Page for Successful Order 10 Response Page for Failed Order 10 Response Page for Paypal Order 10 Notification Settings > Email Address 11 Notification Settings > Email Template 11 Receipt Email Template 11 Manage Sales Tax Settings 11 Manage Categories 12 The significance of the Category Description 12 Manage Other Products 12 Add/Edit a Product 13 Product Name 13 Product Number 13 Product Thumbnail 13 Product Type 13 Product Price 13 Show in Catalog 13 Product Category 13 Featured Product 13 Product Description 14 3

Notification Email 14 Notification Email Template 14 Product Triggers 14 Add User to Usergroup 14 Enroll User into Course for X Days 14 Extend Users Access 14 Set User Data Field 14 Set Users Global Master Variable 14 Send Data to Custom Script 15 Manage Coupons and Discounts 15 Coupon and Discount Differences 15 Adding a Coupon 15 Coupon Code 15 Discount 15 Validity 15 Product Rules 16 Adding a Discount 16 View Shopping Cart Links 16 Shopping Cart Links 16 Course Links 16 Other Products Links 16 Live Classes Links 16 View Order Reports 17 4

Shopping Cart Overview What is the Shopping Cart? The Shopping Cart is is a feature which is part of the LMS backbone that enables you to sell your learning products (including online courses, live classroom training, and any other product(s) you want). The Shopping Cart feature is actually multiple components across the admin, manager and user views. Here is a summary of the components: Administrative Component This component is handled by the Partition Administrator (or can be assigned to a Sub- Administrator or Manager). This is where you set up the cart settings, add your catalog of other products, set up discounts and coupons, and generate links to specific products. Online Courses Component From within each online course s dashboard, you can set up the course to be for sale, and also set up a price point and category. You can also set up quantity price points (for purchase in the Agent Store - described in a bit). Live Classes Component From within each Live Class you set up, you can set up the class to be for sale, and also set up a price point and category. Storefront for Visitors This is a storefront which provides a way for visitors (not yet users) to your website to purchase your training materials. This storefront can be branded - and takes on the Account website settings you configure using the Portal Designer (see the Portal Designer Guide for more details). 5

Storefront for Users/Learners This is a storefront which provides a way for users (logged in to their accounts) to purchase your training materials. This storefront can be branded - and takes on the Learning Portal website settings you configure using the Portal Designer (see the Portal Designer Guide for more details). Storefront for Agents This is a storefront which provides a way for purchasing agents (typically someone from a company that is purchasing multiple quantities for others in their organization) to purchase online courses. This storefront can be branded - and takes on the Learning Portal website settings you configure using the Portal Designer (see the Portal Designer Guide for more details). Widgets for Account Website You can place e-commerce widgets into your Account website, which enable visitors to view and purchase your training materials. This is the way you can set up a completely customizable storefront and layout tightly integrated in with your other website content - and can be used instead of, or in addition to the Storefront. Widgets for Learning Portal You can place e-commerce widgets into your Learning Portal website, which enable logged-in to view and purchase your training materials. This is the way you can set up a completely customizable storefront and layout tightly integrated in with your other website content - and can be used instead of, or in addition to the Storefront. 6

Which Gateways Work? All shopping carts - including the Axis Shopping Cart - work with credit card gateways. The credit card gateway is where the credit card data gets sent, and is where the authentication and verification of that data is checked, and the card billed for the amount of the order. The Axis Shopping Cart works with the following gateways: Authorize.net Authorize.net is the most widely used gateway, and it is very reliable. This is the one we recommend you use. PayPal Paypal is a very popular way to accept payments. The Axis Shopping Cart can use PayPal as a gateway as well (it uses a feature of PayPal called IPN). Simulated Not really a gateway, you can use a Simulated gateway while setting up your site. This is a great way to test everything out and make sure your discounts and coupons work the way you expect, etc. Using More that One Gateway Each store can only use a single gateway. However, you can use one gateway for the user stores (Visitor Storefront, User Storefront, Account website widgets, Learning Portal website widgets), and another for the Agent Storefront. In addition, each Partition on the LMS operates independently, so therefore can have its own gateway as well. 7

Setting Up the Shopping Cart In this section, we will review the areas of the Shopping Cart as they exist in the Partition Administrator panel. From this area, you can do the following: Set up the User and Agent storefronts Setup sales tax rates Create and manage product categories Add and manage other products Manage coupons and discounts View links to products View and export order reports Manage User Store Settings Here is where you configure the settings for the User Store. Gateway From the dropdown box, choose your gateway. Options are Authorize.net, PayPal, or Simulated (useful for testing purposes). When you choose a gateway, you will be prompted for the required information needed in order to connect the Axis Shopping Cart to your gateway account. Store Home Page This allows you to create the content for the Storefront Home Page. Every page in the store has the same layout, and most pages have dynamically generated content (the products), but the Home Page content can be set up by you. Terms and Conditions This allows you to create the Terms and Conditions for purchase. If you have anything filled out here, the purchaser will be required to check a box stating that they agree with the terms before they are able to proceed and complete their purchase. 8

Response Page for Successful Order For authorize.net and Simulated gateways, the content you put here will be displayed to your purchaser after they have successfully completed the order and their credit card was successfully charged. Response Page for Failed Order For authorize.net and Simulated gateways, the content you put here will be displayed to your purchaser after they have submitted their order but something went wrong (usually a problem with the credit card). Response Page for Paypal Order For PayPal, the content you put here will be displayed to your purchaser after they have completed the order. Notification Settings > Email Address If you want to receive an email notification each time an order is placed, you can enter one or more email addresses here which will be notified. Notification Settings > Email Template If you want to receive an email notification each time an order is placed, and have set up one or more email addresses to receive it, this template is what will be used to determine the information that will be sent out as that notification. Receipt Email Template This template determines what information will appear on the receipt that gets emailed to the purchaser when they complete an order. Note that this receipt is in addition to any email/receipt the purchaser may receive from your gateway. 9

Manage Agent Store Settings Here is where you configure the settings for the Agent Store. Gateway From the dropdown box, choose your gateway. Options are Authorize.net, PayPal, or Simulated (useful for testing purposes). When you choose a gateway, you will be prompted for the required information needed in order to connect the Axis Shopping Cart to your gateway account. Store Home Page This allows you to create the content for the Storefront Home Page. Every page in the store has the same layout, and most pages have dynamically generated content (the products), but the Home Page content can be set up by you. Terms and Conditions This allows you to create the Terms and Conditions for purchase. If you have anything filled out here, the purchaser will be required to check a box stating that they agree with the terms before they are able to proceed and complete their purchase. Response Page for Successful Order For authorize.net and Simulated gateways, the content you put here will be displayed to your purchaser after they have successfully completed the order and their credit card was successfully charged. Response Page for Failed Order For authorize.net and Simulated gateways, the content you put here will be displayed to your purchaser after they have submitted their order but something went wrong (usually a problem with the credit card). Response Page for Paypal Order For PayPal, the content you put here will be displayed to your purchaser after they have completed the order. 10

Notification Settings > Email Address If you want to receive an email notification each time an order is placed, you can enter one or more email addresses here which will be notified. Notification Settings > Email Template If you want to receive an email notification each time an order is placed, and have set up one or more email addresses to receive it, this template is what will be used to determine the information that will be sent out as that notification. Receipt Email Template This template determines what information will appear on the receipt that gets emailed to the purchaser when they complete an order. Note that this receipt is in addition to any email/receipt the purchaser may receive from your gateway. Manage Sales Tax Settings Here is where you can set up sales tax rates. Worth a special mention here is also how the data here flows into the LMS. When you set up tax rates, you first set up Groups (example: United States), and then add States and/or Regions into that group. The structure of the groups and states and regions are what will appear on the State dropdown box for all user profile edit screens. The way this form works is, once you add the groups, states and/or regions, you will be able to assign a tax rate for each one. When a purchaser fills out their billing information, the tax rate used will be that of the State their billing address is located. 11

Manage Categories Here is where you create and edit categories. Categories are used primarily for grouping items. The Storefront uses them to build the navigation bar making it easier for customers to locate items. Portal Widgets use them to filter what get displayed in the widget. Categories are also used in the Admin and Manager panels to assist with filtering courses and reports. When you add a category, you enter the category name, and a description. The significance of the Category Description when a user is browsing for products on the Storefront, and they click the category in the navigation bar, they will be taken to a page that lists the products in that category. If there is a description set for the category, that description content will be displayed at the top of the page. Manage Other Products The Shopping Cart automatically handles both Online Courses, and also Live Classes (using the Courses and Live Classes functionality built into the LMS). However, in addition to those, you may also offer other kinds of training (for example, books) that you want to sell. Alternatively, perhaps you want to offer time-limited (or time-extended) versions of your online courses, or package them into multi-course, or course-plus-books packages. These examples (and others) are when you would use other products. 12

Add/Edit a Product Adding and editing a product is much the same, so we can cover the details of both in a single section: Product Name This is the name of the product as it will appear in the storefronts, widgets, orders, reports, etc. Product Number This is the (optional) product number which can be used with notification emails to assist you with processing orders containing this product. Product Thumbnail This is the icon/image for this product - and is used in various places on user-facing interfaces for this product. Product Type This is the (optional) type that is displayed beneath products in the shopping cart (eg: textbook, DVD, etc). Product Price This is the price of the product. Show in Catalog Set to Yes if you want all storefronts and widgets to be able to display this product for sale. Set to No if you want to only send links to specific people to be able to purchase this item. Product Category This is the category in which to place this item. Featured Product Include this item in the Featured Products listing and areas. 13

Product Description Every product has a catalog page. When a visitor goes to that page, what they see is what you enter here. Notification Email If you want to receive an email notification each time an order is placed with this item, you can enter one or more email addresses here which will be notified. Notification Email Template If you want to receive an email notification each time an order is placed with this item, and have set up one or more email addresses to receive it, this template is what will be used to determine the information that will be sent out as that notification. Product Triggers If you want to fire off an event to occur when someone purchases this item, you can use the product triggers to do so. Add User to Usergroup Use this trigger to add the purchaser to a usergroup. Enroll User into Course for X Days Use this trigger to enroll the user into a specific Course for a certain amount of time. Extend Users Access Use this trigger to extend the users access (to either the system, or a specific course) by a certain number of days. Set User Data Field Use this trigger to set/change any of the user data fields to a specific value. Set Users Global Master Variable Use this trigger to set/change any of the users global master variables to a value. 14

Send Data to Custom Script Use this feature to send custom data to a script. This is useful if you need to automate sending shipping/fulfillment information to a 3rd party so they can fulfill the order. Manage Coupons and Discounts Here is where you create and manage both Coupons and Discounts. Any given order can have one coupon applied and one discount. Coupon and Discount Differences In a nutshell, a Coupon is something a user enters during checkout, whereas a Discount is something that is automatically applied (typically based on user data, but can also be based on the date). So, when the order total is calculated, it starts off with the full price of each product, then each product is discounted (if applicable), and then a coupon (if entered in by the purchaser) is applied. If the order qualifies for more than one discount, the system will determine the best discount and then apply that one to the order automatically. Adding a Coupon Click the Add a New Coupon button to add one, and a dialog will appear with the following settings. Coupon Code This is the code purchasers will need to enter in the enter coupon code field. Discount This is the formula that will be used when the coupon is applied. It can either be a % off the order (with an optional maximum dollar amount of a discount), or a specific dollar amount. Validity This is how you set up when the coupon can be user (anytime, or only during a specific date range), and how many times the coupon can be used (either unlimited, or a specific number of times). 15

Product Rules Here you can specify if the coupon can be used on ANY order (matching the Validity rules), or only if a specific product/course/class is part of the order. Adding a Discount Click the Add a New Discount button to add a new discount. In the dialog, set the discount %, and then when to apply the discount. Discounts can be applied based on day of the week, date, time, or any piece of user data. View Shopping Cart Links Here is where you can retrieve links to all storefronts and products. The links are broken down into 4 sections, as follows: Shopping Cart Links These are links to the storefronts (the Account website storefront, and the Learning Portal website storefront). Course Links Here you will find each Online Course (for sale) listed. Next to each is a view button, and when clicked it will reveal 4 links: The Catalog Page for visitors, the Catalog Page for (logged in) users, the Add to Cart link for visitors, and the Add to Cart link for (logged in) users. Other Products Links Here you will find each Other Product listed. Next to each is a view button, and when clicked it will reveal 4 links: The Catalog Page for visitors, the Catalog Page for (logged in) users, the Add to Cart link for visitors, and the Add to Cart link for (logged in) users. Live Classes Links Here you will find each Live Class (for sale) listed. Next to each is a view button, and when clicked it will reveal 4 links: The Catalog Page for visitors, the Catalog Page for (logged in) users, the Add to Cart link for visitors, and the Add to Cart link for (logged in) users. 16

View Order Reports Here is where you can view and export order reports. You can filter the report view using a variety of criteria by clicking the filter button (top right). For each item listed, simply click the view button to drill down deeper and get details on the listed item. 17