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

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1. E-commerce features . . . 4

1.1 Getting started with the E-commerce Solution . . . 6

1.1.1 Installing your sample E-commerce Site . . . 6

1.1.2 E-commerce user interface . . . 9

1.1.3 Mobile device support . . . 11

1.2 Configuring and managing your store . . . 12

1.2.1 Store overview . . . 14

1.2.2 E-commerce website settings . . . 14

1.2.3 E-commerce web.config settings . . . 16

1.2.4 Multilingual store . . . 17

1.2.5 Multisite store . . . 18

1.2.5.1 Multisite store basic configuration scenarios . . . 19

1.2.5.2 Enabling global E-commerce objects . . . 19

1.2.5.3 Using site and global E-commerce objects . . . 21

1.2.5.4 Using site and global E-commerce settings . . . 22

1.2.5.5 Multisite store special cases . . . 24

1.2.5.6 Multisite store security . . . 25

1.2.6 Departments . . . 25

1.2.7 Products . . . 26

1.2.7.1 Adding new products . . . 35

1.2.7.2 Importing products using Kentico Import Toolkit . . . 36

1.2.7.3 Managing stand-alone SKUs . . . 41

1.2.7.4 Managing product types and product section types . . . 42

1.2.7.5 Managing product representations . . . 44

1.2.7.5.1 Managing Standard products . . . 44

1.2.7.5.2 Managing E-commerce memberships . . . 44

1.2.7.5.3 Managing E-products . . . 45

1.2.7.5.4 Managing Donations . . . 47

1.2.7.5.5 Managing Bundles . . . 48

1.2.7.6 Working with product options . . . 49

1.2.7.6.1 Example - Adding a product with Attribute options . . . 62

1.2.7.6.2 Example - Adding a product with Products options . . . 66

1.2.7.6.3 Example - Adding a product with a Text option . . . 70

1.2.7.7 Working with product variants . . . 73

1.2.7.7.1 Example - Adding a product with variants . . . 77

1.2.8 Product statuses . . . 84

1.2.9 Manufacturers . . . 85

1.2.10 Suppliers . . . 86

1.2.11 Discounts . . . 87

1.2.11.1 Working with catalog discounts . . . 88

1.2.11.1.1 Example - Applying a catalog discount . . . 99

1.2.11.2 Working with order discounts . . . 103

1.2.11.2.1 Example - Applying an order discount . . . 110

1.2.11.3 Working with free shipping offers . . . 114

1.2.11.3.1 Example - Redeeming a free shipping offer . . . 121

1.2.11.4 Working with volume discounts . . . 125

1.2.11.4.1 Example - Applying volume discounts on a selected product . . . 127

1.2.11.5 Working with discount coupons . . . 131

1.2.11.5.1 Working with product coupons . . . 131

1.2.11.5.2 Working with coupons for order discounts and free shipping offers . . . 139

1.2.11.6 Configuring discount rules . . . 149

1.2.11.6.1 Example - Adding a catalog rule . . . 154

1.2.11.6.2 Example - Adding an order rule . . . 159

1.2.12 Tax classes . . . 167 1.2.13 Currencies . . . 169 1.2.14 Exchange rates . . . 170 1.2.15 Customers . . . 171 1.2.16 Checkout process . . . 173 1.2.17 Orders . . . 179 1.2.18 Order statuses . . . 182 1.2.19 Shipping options . . . 183 1.2.20 Payment methods . . . 185 1.2.20.1 Customers credit . . . 186 1.2.20.2 Payment gateways . . . 187 1.2.20.2.1 Configuring Authorize.NET . . . 187 1.2.20.2.2 Configuring PayPal . . . 189 1.2.20.3 Payment results . . . 190 1.2.21 Invoices . . . 192

1.3 Customizing and developing your store . . . 193

1.3.1 Integrating further functionality to the E-commerce Solution . . . 194

1.3.2 E-commerce customization model . . . 195

1.3.3 E-commerce customization examples . . . 196

1.3.3.1 Creating a custom payment gateway . . . 196

1.3.3.2 Importing products using API . . . 203

1.4 Store reports . . . 207

1.4.1 Using the Store reports dashboard . . . 209

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1.5 Store security . . . 209

1.5.1 E-commerce permissions . . . 210

1.5.2 E-commerce UI personalization . . . 211

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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.

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E-commerce documentation sections

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.

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.

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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.

After the system successfully finishes the installation, you can launch the sample E-commerce Site. 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.

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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.

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Go through the rest of the wizard as described in Creating new sites from templates.

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.

We recommend that you leave the default settings unless you really need to change them according to your specific requirements.

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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. Orders Customers Products, , , etc. You can also configure your on-line store from here.

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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 for more details.

ommerce website settings

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).

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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

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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.

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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

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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 category.

theE-commerce

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.

Configure your on-line store as required.

Invoices

Learn how to configure a template that the system uses when generating order invoices.

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.

You can configure global settings for your on-line store also in the Multistore configuration application in the Sto

section.

re settings

Separate sites inherit the system's global settings if Inherit from global settings next to corresponding sitespecific settings is selected.

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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 application in the section.

Store configuration Store settings

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.

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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.

E-mails tab

Here you can modify your on-line store settings related to e-mails. 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): You can configure global settings for your on-line store in the same way in the Multistore configuration application in the Store

section.

settings

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.

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<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 type as a product image. The path to the selected

cms.file

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 cartsscheduled

removes the shopping cart from the system. task

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).

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 Use the AppSettings property of the CMS.Base.SettingsHelper class to work with your custom settings.

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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.

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.

Only a product that you created the recommended way (i.e. that you created as SKU + associated product type document) can be localized.

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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

cover typical use of global data in this scenario. option

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

Multistore configuration Store configuration

Settings

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.

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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.

Click Save.

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.

Click Save.

For further details, seeConfiguring settings for sites.

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.

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.

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.

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.

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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 together. The following objects belong to the group:

global objects 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.

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).

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).

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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 from the list), you can select from the following SKU (product object) binding options:

type Product types

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

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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 action allows you to copy global settings for the given object.

from global

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 themain currencyto 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.

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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

. You can see in the administration interface.

rom the site-specific main currency to other site-specific currencies two tables

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

nor .

and global option objects with only site or global option The following objects belong to this group:

Orders

Customers Discounts

Orders

The system binds orders to specific sites.

Customers

The system binds anonymouscustomers 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.

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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 administratorprivilege 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 configurationpermission can create, modify and delete global objects.

s

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.

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

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You can manage your on-line store departments in the Store configuration application on the Departments tab (or in Multistore

; departments only). Here, the system displays a list of all defined departments. You can add new

configuration -> Departments global

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

Default tax classes Users

General

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

action.

move all

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

to .

product types 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.

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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

section allows you to specify what happens with the SKU (product object) upon deletion of the associated document:

d SKU product type

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

action in the section (available at the very bottom of the page) allows you to remove the bound SKU from

document SKU binding

the document. The system doesn't support the action (and hides the section) for products that use a workflow.

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1. 2. 3. 1. 2. 3.

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

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 The name of the product that is displayed to your customers on the

live site and to the users in the administration interface.

SKU number Allows you to specify the product number (serial number or SKU

number). You can use this number, for example, in your accounting records.

Price Here you can specify the price of the product in the store main

. currency

List price 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.

Department 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.

allows you to assign an SKU (new or existing) to the document.

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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 Here you can enter a short description of the product used for special product listings.

Description Here you can enter a description of the product used for special

product listings.

Representing Allows you to specify a representation for the product.

The system offers the standard product representation, i.e. Standa , and four specialized types derived from this general

rd product

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.

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:

1. Click New.

2. Enter the public status properties as required. 3. Click Save & Close.

Now you can use the public status for any product that you offer in your on-line store.

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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:

1. Click New.

2. Enter the internal status properties as required. 3. 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 Allows you to specify package weight in units of your choice.

Package height Allows you to specify package height in units of your choice.

Package width Allows you to specify package width in units of your choice.

Package depth 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 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).

Available items 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

application) to display this information.

overview

Min items in one order Here you can specify the minimum number of product items in one order.

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Max items in one order Here you can specify the maximum number of product items in one order.

Analytics

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

web part. It is therefore essential that you placed the web part into your template.

hment image gallery product type

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. The section is not available if you are adding a global product.

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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.

Clone ( ) - allows you to quickly create a copy of the selected item, including its configuration. You can then modify the copy as required.

Update ( ) - 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 (SEO), or to mark your product pages with key words, depending on their content.

earch engine optimization

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.

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.

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).

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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 for more details.

with product variants

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.

Advanced tab

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.

You can specify default tax classes also on the department level (in Store configuration -> Departments while editing a selected on the tab). This means that the system automatically applies the selected tax classes to all new

department Default tax classes

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).

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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

application.

names

You can add relationships after clicking Add related document, and you can remove selected relationships from the system by clicking Dele

( ). See for more details.

te Displaying related documents

Workflow

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.

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 e-mails (using the Send notification e-mails property).

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

When building relationships between products that you offer in your on-line store, use only relationship names enabled for the current site.

The Workflow tab is available only if a workflow is defined for 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 ) are also .

Metadata tab versioned

Other properties of the product are not subject to workflow, which means their modifications are reflected immediately.

The system doesn't support sending workflow notification e-mails among users with the same e-mail address.

For example, when user1 and user2 have the same e-mail address and user1 sends a document for approval to user2, the system doesn't send a notification e-mail.

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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 ( ) - allows you to see details of the product version. If you click the icon, the system redirects you to the Document page.

version

Roll back version ( ) - allows you to roll back any changes made to the product since adding the product version.

Delete ( ) - allows you to remove the product version. Clicking Clear history removes all versions except the latest one.

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

and enable the property.

-> Content -> Content management Use automatic version numbering

Automatic version numbering works as shown in the following example: 0.1 - the first version of the product when it is created. 0.2 - the second modification of the product.

1.0 - the first published version of the product. 1.1 - the first modification of the published product. 2.0 - the second published version of the product.

Documents

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 workflowfor 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.

The Versions tab is available only if a workflow is defined for the product.

You can change the length of version history by configuring the Version history length property in Settings -> Content ->

.