Part Twenty Two - Online Store

 

22.0 Online store

22.1 Overview

There are three types of product that can be sold through the online store, these are:

  • Physical goods
  • Digital downloads
  • Articles

The store cannot be used for free products.

Your SubHub site will allow you to display and take payment for items, however it does not manage dispatch of physical goods.

Products are displayed in a similar way to articles with the title and teaser displayed on the store front. You can create store categories if you wish to group your products.

To access your store you need to go to the control panel and click on the 'Online Store' link.

You will see that there is an example product already set up to show you how the store is displayed.

NOTE: The very first thing you must do is 'Configure Store'.

22.2 Configure your store:

The first time you access your store you will need to click on the 'configure store' link.

Here you can manage your store settings, please note that you will need to save your changes on this page before you can configure your product categories and shipping rates.

22.2.1 Storefront Setup

Edit the store title and welcome text to greet visitors to your store.

22.2.2 Product Categories

NOTE: It is very important that you save any changes to the store configuration BEFORE you set up your product categories.

Once you have saved your store configuration you can click on the 'Configure Store' link to return and set up your categories.

Click on the 'Configure Product Categories' button.

As you can see there are currently no categories created:

Click on the 'add new category' button

Enter the category name, for this example we will enter 'Books', if you wish you can give the category a description.

Set who you want the category to be visible by, either everyone or members only.

Click 'save categories' and your category will be saved.

You will be returned to the configure store page, which you will need to 'Save Store Configuration' for your categories to be created.

22.2.3 Category display

If you create any categories they will be displayed to your visitors in a drop down list:

You can also choose to display the categories more prominently if you wish.

To add this second display of categories you need to return to 'Configure Store' and check the 'Show subcategories above products' option:

22.2.4 Shipping

Within the shipping section you can decide how the shipping charge is applied and create your shipping rates.

NOTE: It is very important that you save any changes to the store configuration BEFORE you 'Configure Shipping Rates'.

There are two possible ways in which you can apply the shipping charge:

  • 1) Per item
  • 2) Fixed charge per basket

Per item

The shipping charge will be applied to every item that is placed in the customers shopping cart. For example if the customer purchased five books they would be charged the shipping rate five times.

Fixed charge per basket

There will only be one shipping charge regardless of how many items are added to the shopping cart. For example if the customer purchased five books they would only get charge a fixed amount.

Configure Shipping Rates

If you are selling physical products through your site it is important that you set your required shipping rates that your customers can choose from.

To do this click on the 'configure shipping rates' button within the store configuration:

As you can see there are currently no shipping rates created:

To add your first shipping rate click on 'Add New Shipping Rate' and you will see several text fields appear:

Give your shipping rate a name – an example of this could be 'next day delivery' or worldwide shipping'.

You need to decide whether to charge your customers shipping based on a per item basis or a one charge amount per transaction.

Item Cost

When charging shipping per item you can offer a percentage discount if multiple items are purchased.

Basket Cost

Enter the shipping cost you want your customers to pay for their whole purchase. They will all get charged the same shipping regardless of how many items they buy.

When charging shipping on an item cost basis you can offer a multiple item discount.

With a 50% 'Multiple Item Discount' a customer buying two items would receive a 50% discount on their shipping charge.

Click 'save shipping rates' and your changes will have been saved.

NOTE: You must then save the store configuration page for your changes to be saved.

22.2.5 Taxation

Your tax rate will change based on the country you are located, there are several options to configure:

Tax Rate

If you need to charge tax on your products you set the percentage in the tax rate field.

This rate will vary from state to state. In the UK it will be set at 17.5%.

When to calculate tax

Decide when to display the tax to your customers, the options available are:

  • Before Checkout – everywhere the price is displayed it will include the tax.
  • After Checkout – the tax will only be added to the price in the checkout.

Name of Tax

This will be the label that is shown in the checkout to itemize the tax.

State (if in USA)

Set the state that your business is based.

If you are not based in the US then leave the menu as 'Non-US/Other'

Country

Set the country your business is based in.

22.2.6 Currency

NOTE: You should have enabled the currencies you wish to accept in 'Settings' > 'Payment Processor'

Select your default currency that your product prices will be displayed in.

If you want customers to select their own currency, check the 'Enable multiple currencies' box.

22.2.7 Confirmation Email

Once a customer has successfully placed an order on your site, a confirmation email will automatically be sent.

You will receive a copy of this email to alert you to the fact that an order has been placed.

In order for this to work correctly you must edit the example email addresses.

Enter your own email address into the 'Email address to send orders to' field.

Enter your own email address into the 'Email address to send orders from' field.

To customize the email further you should edit the:

'Thank-youEmail Subject'

'Thank-you email text'

22.2.8 Advanced Settings

There are several settings that you may want to use, these can be applied globally and also changed on a per product basis:

Enable Stock Levels

Check this box to enable stock levels.

This means that when you create a product you can state the number of products that are available.

Every time a product is purchased the availability will update accordingly and once all the products have been sold the product will appear as unavailable.

Default Member Discount

Apply a percentage discount, which will be applied to all products once a member logs in.

You can also change this on a per product basis.

Products per page

Decide how many products you want to display on a page.

If more products are added a new page will be created, which visitors can link to.

Store Status

The store is open by default, if you close the store visitors will not be able to browse your products.

To re-open your store you need to click on your store link and type '/configure' at the end of your URL:

Click save store configuration and you will be returned to the store homepage where your changes should be visible.

22.3 Adding a physical product

To add a product to sell from your site you need to click on 'Online Store' in the control panel.

NOTE: Before you add your first product you must have configured your store settings.

Click 'add product' and you will get taken through to the product details page.

Here you need to give your product a title.

If you created categories in your store configuration you can assign your product to the relevant category.

Set who the product will be viewable by:

  • Set as 'administrators' if you are not ready to fully publish the product
  • Set to 'Everyone' if you want both non members and logged in members to purchase
  • Set to members only if it is a product you only want available to your members.

The default product type is set to 'physical product'.

Enter a teaser for your product.

As with articles the title and teaser of the product will be displayed on the store front.

Once a visitor clicks on the title they will get taken through to view the product description:

In the description field enter details of the product you are selling. You do not need to enter the product image within the description.

The image you upload here will be displayed, full size in the product description and also a smaller copy of the image will be displayed on the store front aligned with the product title.

Make sure you have saved the required image to your computer

To upload your product image, click 'Browse...'

Select the image in your documents

Click 'open'

You should see the location of the image now appear in the 'Product Image' field

NOTE: Images must be saved as a .jpg or a .gif before they are uploaded.

Enter the price of the product, which needs to be the cost in your default currency.

NOTE: There is no need to enter the currency symbol.

If you set tax to be added in your store configuration this will automatically be added onto the product. You can make individual products tax exempt if you wish.

As there will be 17.5% tax added to this product I have set the price as £34.00.

This means the price displayed to the customer will be £39.95 (including tax).

You can set a discount on a per product basis for logged in members. These means once a member logs in they will be able to purchase the product at a lower price.

The shipping costs you defined earlier will appear. You have the ability to change these on a per product basis.

Click 'add product' and you can see the product has been created.

To see how this appears on the store front click the 'back to products' link.

New products get added to the bottom of the product list.

22.4 Adding a download product:

To add a download product to sell from your site you need to click on 'Online Store' in the control panel.

NOTE: Before you add your first product you must have configured your store settings.

Click 'add product' and you will get taken through to the pro duct details page.

NOTE: The first thing you must do is select 'Download' as the product type. Once you have done this you will see the page changes slightly.

Once you have set the product type to 'Download' give your product a title.

If you created categories in your store configuration you can assign your product to the relevant category.

Set who the product will be viewable by:

  • Set as 'administrators' if you are not ready to fully publish the product
  • Set to 'Everyone' if you want both non members and logged in members to purchase

Set to members only if it is a product you only want available to your members.

As the product type 'Download' was selected two extra fields should be visible

To add the download you must have the file already saved to your computer.

Click 'browse' this will open up the file upload window that will allow you to search for your download file. Double click on the required file and it's location will be visible in the 'Download' field.

NOTE: You will not be able to save the product unless you have added the download.

22.4.1 Download Preview

You also have the option to provide your visitors with a preview of the download, this could be the first page of the ebook or a snippet of an audio file for example.

If you do add a preview your customers will be able to access this from the store front and the full product description:

As with a physical product you need to give some more information about the download product:

Enter a teaser for your product.

As with articles the title and teaser of the product will be displayed on the store front.

Once a visitor clicks on the title they will get taken through to view the product description:

In the description field enter details of the product you are selling. You do not need to enter the product image within the description.

The image you upload here will be displayed, full size in the product description and also a smaller copy of the image will be displayed on the store front aligned with the product title.

Make sure you have saved the required image to your computer

To upload your product image, click 'Browse...'

Select the image in your documents

Click 'open'

You should see the location of the image now appear in the 'Product Image' field

NOTE: Images must be saved as a .jpg or a .gif before they are uploaded.

Enter the price of the product, which needs to be the cost in your default currency.

NOTE: There is no need to enter the currency symbol.

If you set tax to be added in your store configuration this will automatically be added onto the product. You can make individual products tax exempt if you wish.

As there will be 17.5% tax added the final price displayed the to customer will be £5.82 (£4.95 + 17.5%)

You can set a discount on a per product basis for logged in members. These means once a member logs in they will be able to purchase the product at a lower price.

As this is a download product there is no need to set the shipping rates.

Click 'add product' and you can see the product has been created.

To see how this appears on the store front click the 'back to products' link.

New products get added to the bottom of the product list.

22.5 View your store

To add a link to your site navigation please contact the support team once your store is ready to go live. They will then be able to place a link in the menu block of your choice.

Alternatively you can create an HTML block in your navigation and add an image link to your store.

The link to your store will be:

Until this link has been created you can view your products by going through the control

panel and clicking on 'online store' or by typing the URL directly into your address bar.

Here you can see how the categories are displayed and the list of all products underneath.

Once a customer clicks on a product title they get taken to a page where they can view:

  • Full product description
  • Cost of the product
  • Availability
  • Option to 'add to cart'

Once a client adds a product to their cart they will see the following screen:

At this point your customers can:

  • Change the quantity
  • Remove products
  • Select their required shipping method
  • View the total cost of the purchase.
  • Add any additional order notes
  • Continue shopping
  • Checkout and pay

22.6 Edit a product

To edit a product you need to return to the store and find the product you wish to edit.

Click on the product title to view the full product description and you will see an edit product link in the top right hand corner. Click the 'Edit Product' link and you will get taken through to edit the product.

You can make any changes necessary, click 'update product' and your changes will be saved.

22.7 Delete a product

To delete a product you need to return to the store and find the product you wish to delete.

Click on the product title to view the full product description and you will see a delete product link in the top right hand corner. Click on the link to delete your product.

22.8 View orders made

Once your store is live on your site it will be important for you to manage the orders that are placed. To do this you can view all of your orders in the purchase history.

To view the purchase history of can click on the 'View Orders' link on the storefront, when you are logged in as an administrator.

Alternatively you can click on 'site reports' in the control panel, click on the last link 'Purchase History (Store)'.

Here you will be able to see a list of every purchase made:

Each order placed will be added to this list, with the newer orders at the top of the list.

You will also see the cost of the product and the date the order was made.

The Status of the order will automatically be set to 'New' when the order is first placed.

You can change the status of the orders to help manage them.

To view the full order, click on the 'Details' link next to the relevant order.

You will be able to view the following:

  • Billing Details
  • Shipping Details
  • Order Details

Members can view the articles they have purchased via the My Orders link within their My Account.

22.9 Email Manager

The Email Manager provides you with a list of all digital store purchases received. From the manager, you have the ability to resend the order email with the digital link, if needed.

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