Table of Contents
1. Special Prices a. Define a New Special Priceb. Manage Special Prices List I. All tab II. Active tab III. Scheduled tab IV. Expired tab 2. Discount Coupons a. Add a New Discount Couponb. Manage Discount Coupons List I. All tab II. Active tab III. Scheduled tab IV. Expired tab 3. Buy Together Products4. Related Products5. Reward Pointsi. General Configuration ii. Earning Points Configuration iii. Spending Points Configuration iv. Birthday Points Configuration v. Social Sharing Points Configuration1. Special Prices
Admin can set up a special price for products added in the system. The Special prices page is divided into two sections as shown in figure 6.1.1. The setup form will open in the right section of the page. The admin can view and manage the previously created special prices from the left section.
Fig. 6.1.1: Special Prices
a. Define a New Special Price
Click on the ‘Add’ button provided on the top-right corner of this page. The ‘New Special Price Setup’ form will open in the right section of the page.
Fig. 6.1.2: New SPecial Price Setup
To add a special price the admin must enter:
- Name*: Enter the name of the special price to be added. Please note that this name will not be displayed at the front-end to customers.
- Type*: Select if the special price is to be defined in Percentage or a Flat amount.
- Amount*: Enter the percentage if selected so in the previous field (Percentage) and amount otherwise (Flat).
- Start Date: The date from which the special price must be applied to customers.
- End Date: The last date until which the special price will be applicable.
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Include: The admin can choose to apply the special price on -
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Products: Selecting this option from the drop-down list will provide the ‘Link Products’ input field. The admin can link products by selecting them from the list that will appear based on the keywords entered.
Fig. 6.1.3: Link Products
To unlink a product, the admin can click on the ‘Cross’ provided besides the product name as shown in figure 6.1.4 below.Fig. 6.1.4: Link Products (Example)
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Categories: Selecting this option from the drop-down list will provide two new input fields below.
Fig. 6.1.5: Link Categories
The admin can link categories by selecting them from the list that will appear in the ‘Link Categories’ field based on the keywords entered as shown in figure 6.1.6 below.Fig. 6.1.6: Link Categories (Example)
The admin can exclude certain products from the entire list of products bound with the selected category. As shown in the figure 6.1.7 below, the products linked with the selected category will be displayed in the drop-down list in the ‘Exclude Products’ field. The admin can select products they wish to exclude from being linked with the special price.Fig. 6.1.7: Link Categories - Exclude Products
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Brands: Selecting this option from the drop-down list will provide two new input fields below.
Fig. 6.1.8: Link Brands
The admin can link brands by selecting them from the list that will appear in the ‘Link Brands’ field based on the keywords entered as shown in figure 6.1.9 below.Fig. 6.1.9: Link Brands - Exclude Products
The admin can exclude certain products from the entire list of products bound with the selected brand. As shown in the figure 6.1.10 below, the products linked with the selected brand will be displayed in the drop-down list in the ‘Exclude Products’ field. The admin can select products they wish to exclude from being linked with the special price.
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Products: Selecting this option from the drop-down list will provide the ‘Link Products’ input field. The admin can link products by selecting them from the list that will appear based on the keywords entered.
Fig. 6.1.10: Link Brands (Example)
Once the admin clicks on the ‘Save’ button the added special price will be displayed in the list provided in the left section of the page. Clicking on ‘Discard’ will close the form without saving the changes.
b. Manage Special Prices List
All the previously added special prices will be displayed in the left section of the page. Based on their validity, the special prices are displayed separately in four different tabs -
I. All tab
All the special prices added in the system till date (excluding the deleted ones) are listed in this tab. The admin can -
- Publish/Unpublish: Change the status of a special price using the toggle switch button provided in its row. Only the published special prices will be applicable on the website.
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Edit
: The details of a previously added special price can be edited. Clicking on this button will open the Editing form in the right section. Admin can make necessary changes and click on the ‘Update’ button to save changes.
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Delete
: Clicking on this button will delete the special price from the system.
II. Active tab
Only the currently active (published) special prices are listed in this tab. The admin can -
- Publish/Unpublish: Change the status of a special price using the toggle switch button provided in its row. Only the published special prices will be applicable on the website.
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Edit
: The details of a previously added special price can be edited. Clicking on this button will open the Editing form in the right section. Admin can make necessary changes and click on the ‘Update’ button to save changes.
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Delete
: Clicking on this button will delete the special price from the system.
III. Scheduled tab
The special prices that are scheduled for a date in the future (ahead of the current date) are listed in this tab. The admin can -
- Publish/Unpublish: Change the status of a special price using the toggle switch button provided in its row. Only the published special prices will be applicable on the website.
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Edit
: The details of a previously added special price can be edited. Clicking on this button will open the Editing form in the right section. Admin can make necessary changes and click on the ‘Update’ button to save changes.
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Delete
: Clicking on this button will delete the special price from the system.
IV. Expired tab
The special prices that have expired (exceeded their validity time period) are listed in this tab. The admin can -
- Publish/Unpublish: Change the status of a special price using the toggle switch button provided in its row. Only the published special prices will be applicable on the website.
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Edit
: The details of a previously added special price can be edited. Clicking on this button will open the Editing form in the right section. Admin can make necessary changes and click on the ‘Update’ button to save changes.
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Delete
: Clicking on this button will delete the special price from the system.
2. Discount Coupons
Admin can create discount coupons for products added in the system. This page is divided into two sections. The setup form will open in the right section of the page. The admin can view and manage the previously created discount coupons from the left section.
Fig. 6.2.1: Discount Coupons
a. Add a New Discount Coupon
Click on the ‘Add’ button provided on the top-right corner of this page. The ‘New Discount Coupon Setup’ form will open in the right section of the page that includes two tabs as shown in the figure 6.2.2 below.
Fig. 6.2.2: New Discount Coupon Setup - General Details tab
To create a coupon, the admin must fill in the details in following tabs -
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General Details tab: As shown in figure 6.2.2, enter following details -
- Code*: Generate a coupon code. The admin can either enter an alphanumeric code manually or click on the ‘Generate’ button to allow the system to create a code.
- Type*: Select if the coupon type is Percentage or Flat.
- Applies To*: Select if the coupon is applicable to Order or Shipping.
- Total Uses*: Enter the number of times this coupon can be used.
- Users Per User*: Enter the number of times this coupon can be used by a particular user.
- Max Amount Limit*: Enter the amount limit below which the coupon can be applicable. If the amount reaches the mentioned limit, the coupon will not be applicable.
- Amount*: Enter the amount of discount to be applied in percentage or amount as per the Type chosen above.
- Start Date*: Enter the date from which the coupon will be active for users.
- End Date*: Enter the date upto which the coupon will be valid for users.
- Min Order Amount*: Enter the minimal amount of order that the customer must place to avail this coupon.
- Available for Guest Users*: Select ‘Yes’ if the coupon can be used by guest users also and ‘No’ otherwise.
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Image: Unload an image to be displayed for the coupon.
Click on the ‘Next’ button to save the details and proceed further to the next tab. Clicking on ‘Discard’ will close the form without saving the changes.
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Link Coupon tab:
Fig. 6.2.3: New Discount Coupon Setup - Link Coupon tab
As shown in figure 6.2.3, enter following details -- Select Operator: Select ‘And’ to make it mandatory to meet all the below mentioned conditions (linked products, categories or brands) in order to avail the coupon. Select ‘Or’ to make it optional to meet any of the below mentioned conditions (linked products, categories or brands) for availing the coupon.
- Link Products: Link products with the coupon.
- Link Categories: Link categories with the coupon.
- Link Brands: Link brands with the coupon.
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Link Users: Link Users with the coupon.
Once the admin clicks on the ‘Create’ button the added coupon will be displayed in the list provided in the left section of the page. Clicking on ‘Discard’ will close the form without saving the changes.
b. Manage Discount Coupons List
All the previously added coupons will be displayed in the left section of the page. Based on their validity, the coupons are displayed separately in four different tabs -
I. All tab
All the coupons added in the system till date (excluding the deleted ones) are listed in this tab. The admin can -
- Publish/Unpublish: Change the status of a coupon using the toggle switch button provided in its row. Only the published (active) coupons will be displayed to customers at the front-end.
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Edit
: The details of a previously added coupon can be edited. Clicking on this button will open the Editing form in the right section. Admin can make necessary changes and click on the ‘Update’ button to save changes.
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Delete
: Clicking on this button will delete the coupon from the system.
II. Active tab
Only the currently active (published) coupons are listed in this tab. The admin can -
- Publish/Unpublish: Change the status of a coupon using the toggle switch button provided in its row. Only the published (active) coupons will be displayed to customers at the front-end.
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Edit
: The details of a previously added coupon can be edited. Clicking on this button will open the Editing form in the right section. Admin can make necessary changes and click on the ‘Update’ button to save changes.
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Delete
: Clicking on this button will delete the coupon from the system.
III. Scheduled tab
The coupons that are scheduled for a date in the future (ahead of the current date) are listed in this tab. The admin can -
- Publish/Unpublish: Change the status of a coupon using the toggle switch button provided in its row. Only the published (active) coupons will be displayed to customers at the front-end.
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Edit
: The details of a previously added coupon can be edited. Clicking on this button will open the Editing form in the right section. Admin can make necessary changes and click on the ‘Update’ button to save changes.
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Delete
: Clicking on this button will delete the coupon from the system.
IV. Expired tab
The coupons that have expired (exceeded their validity time period) are listed in this tab. The admin can -
- Publish/Unpublish: Change the status of a coupon using the toggle switch button provided in its row. Only the published (active) coupons will be displayed to customers at the front-end.
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Edit
: The details of a previously added coupon can be edited. Clicking on this button will open the Editing form in the right section. Admin can make necessary changes and click on the ‘Update’ button to save changes.
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Delete
: Clicking on this button will delete the coupon from the system.
3. Buy Together Products
The Buy Together products are also commonly known as Add-On products. These are the products that complement each other and can be suggested to customers when they wish to buy any one of such products.
Fig. 6.3.1: Buy Together Products tab
To add products as buy-togethers for other products -
- Search Product: Enter the name of the product with which other products are to be linked. When searching for products, the drop-down list will display products based on the keywords entered.
- Add Buy Together Products: Once a product is selected, the admin needs to add the names of add-on products. A drop-down list will be displayed based on the keywords being entered. The admin can link any number of products.
Click on the ‘Save’ button to update the changes. To remove a buy-together item, click on the ‘Cross’ provided besides its name. A ‘Delete’ button is provided in each row. Clicking on this button will remove all but-together items for the respective product and thus, the product from this page.
4. Related Products
Related Products are also commonly known as ‘Similar Products’. They can also be defined as the alternative products or complementary choices presented to customers. When a customer opens a product detail page, these products are displayed below as suggestions.
Fig. 6.4.1: Related Products
To add related products for a product, admin must:
- Search Product: Enter the name of the product with which other products are to be linked. When searching for products, the drop-down list will display products based on the keywords entered.
- Add Related Products: Once a product is selected, the admin needs to add the names of related products. A drop-down list will be displayed based on the keywords being entered. The admin can link any number of products.
Click on the ‘Save’ button to update the changes. To remove a related item, click on the ‘Cross’ provided besides its name. A ‘Delete’ button is provided in each row. Clicking on this button will remove all related items for the respective product and thus, the product from this page.
5. Reward Points
The admin can manage following settings from this page -
i. General Configuration
In this section (figure 6.5.1), the admin can manage -
- Enable: Select ‘Yes’ to activate share and earn settings for users or else select ‘No’. Please note that if this setting is disabled, the users will not be able to earn reward points on orders. The ‘Reward Points’ and ‘Share & Earn’ tabs will not be displayed on the user panel.
- Earn Reward on Same Redeemed Order: If this setting is enabled (selected ‘Yes’) the user can earn new reward points for an order in which they have used their previously collected points. If this setting is disabled (selected ‘No’), the customer will not be able to earn new reward points for an order in which they have used previously collected points.
- Earn Points Rounding Mode: It is possible that the price earned through reward points is calculated in decimals. Select ‘Always Rounded Up’ if the price earned through reward points should be rounded off with the next whole number. Select ‘Always Rounded Down’ if the price earned through reward points should be rounded off with the previous whole number.
- Minimum reward points to use: Enter the minimum number of reward points the user can redeem in an order.
- Maximum reward points to use per order: Enter the maximum number of reward points the user can redeem in an order.
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Points validity: Enter the time period (number of days) for which the reward points are valid after the day of earning.
Fig. 6.5.1: General Configuration
ii. Earning Points Configuration
In this section (figure 6.5.2), the admin can manage -
- Points to Purchase: Enter the number of points to be rewarded for a certain amount spent by the user when placing orders. For example, Each 500 USD spent will earn 100 points.
- Minimum Order Total: Enter the minimum threshold amount of order that needs to be met by the user to earn reward points.
- Points will be Activated Immediately: Select this check-box to credit reward points to users immediately after placing the order. If this setting is disabled ( un-checked), the reward points will be credited to users once the orders are marked as Complete.
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Display How Many Points will be Earned: If this setting is enabled, the number of points the user will earn after placing the order will be displayed to them during the check-out.
Fig. 6.5.2: Earning Points Configuration
iii. Spending Points Configuration
In this section (figure 6.5.3), the admin can manage -
- Points to Redeem: Enter the cost a user can earn when redeeming certain points. For example, Each 1000 points spent will earn 50 USD.
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Minimum Order Total: Enter the minimum threshold amount of order that needs to be met by the user to redeem reward points.
Fig. 6.5.3: Spending Points Configuration
iv. Birthday Points Configuration
In this section (figure 6.5.4), the admin can manage -
- Enable: Select ‘Yes’ to reward points to users on their Birthday.
- Birthday Points: Enter the number of points to be rewarded to a user on the day.
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Points Validity: Enter the time period (number of days) for which these points are valid.
Fig. 6.5.4: Birthday Points Configuration
v. Social Sharing Points Configuration
In this section (figure 6.5.5), the admin can manage -
- Enable: Select ‘Yes’ to allow users to earn reward points through social sharing.
- Points Awarded on Sign up: Enter the number of points to be awarded to users when a new user registers on the website through their referral link.
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Referral Link Validity: Enter the time period (number of days) for which a referral link is valid.
Fig. 6.5.5: Social Sharing Points Configuration
Please click on the ‘Update’ button to save the changes.
The admin can manage which social network platforms to be enabled for customers to share and earn, from the Social Networks tab provided in System Settings.
Share & Earn page at user panel:
Fig. 6.5.6: Share & Earn Page at User Panel (Registered Customer)