Magento-integration. Productguide for Magento integrated with NAV Ecommerce

Transcription

1 Magento-integration Productguide for Magento integrated with NAV 2009 Ecommerce

2 Contents Web Item Card:... 3 The Web tab:... 3 General:... 3 Appearance:... 7 Attributes:... 8 Special Prices:... 9 The Web Specifications tab: Internet itemgroups: Meta Keywords: Meta Description: The Web Product Relations tab: Related Products: Up-Sale: Cross-Sale: Item Group: The Internet Item Group tab: The Details tab: Meta Title: Meta Description: Meta Keywords: The Advanced tab: Manufacturer: Attributes: Attributes: Values: Attribute Sets: Import Log: Bag Of Task: Magento: Editing pages: Edit Page Design: Meta Data: Image sliders: Generelt: Images: Page 1

3 Promotions: Catalog Price Rules: Shopping Cart Rules: Product Badge: Conditions: Actions: Page 2

4 Web Item Card: This menu item contains settings which are changed for specific products, such as special offers, pictures, descriptions, and referrals to similar products. The Web tab: The Web tab contains the main settings for products on the web shop. Settings marked with * are required fields which are required, when adding a new product to the web shop. General: A filled out Item Card Webshop name*: The product name which will be presented anywhere on the website. To add a new product, press F3. For more information on how to add new products, please refer to our NP Retail Manual. To view a list of existing products, press F5. You can select a product using the arrow keys and pressing Enter, or by double clicking on the products using the mouse. Tip: If Internet Item is ticked before filling out this field, it will automatically be filled out using the name from the NAV Item Card. Internet Item: This field is required if the product is to be shown on the web shop. The product will be deleted from the web shop if this field is un-ticked. If you wish to simply hide the product from the shop, change the Status field to Inactive. Resync: If this button is pressed, any changes or additions to the Item Card will be sent to the Bag Of Task. This can be used in case the product or some changes have not correctly appeared on the web shop. The list of tasks are carried out periodically usually every 15 seconds. Pictures: Product pictures are added using the Webshop Picture field. If the -button is pressed, an image browser will appear. This can be used to select an image. If the -button is pressed, a new window will open. This window is used to select multiple images as well as specifying where they are shown and the order in which they are shown. We recommend only using a-z and 0-9 when naming images, as well as replacing [space] with an _ (underscore). Only JPG and PNG files are allowed. This section assumes that the images are already placed on the FTP image server. For more information on this, refer to our FileZilla FTP guide. Page 3

5 The options under the image (zoom, stræk etc.) will only change how the image is shown in the image browser. It will not influence how the image appears on the website. Small image are images of the product shown in sub-menus, during search and so on. These are smaller than Base image. Base image are the large pictures of the product. These allow zooming if the image resolution is adequately high. Thumbnail image are the smallest images of the product. These are shown in the shopping cart and so on. Other options such as color and size can be used if the product can be configured. An example would be to add both a red and a black option of the same sweater. Name is the text shown when hovering the mouse over the image or when using zoom. If a product has multiple variants, different images can be added for each variant. Add the image and fill out the variant code. The images will automatically change when different variants are selected in the web shop. Page 4

6 Web text*: Web text 1 and 2 product descriptions. When the box contains an *, this indicates that text has been added. If the field is selected, the -button will appear. To add or change text, press this button. A new window will appear where the text can be edited. It is possible to edit the text using the normal editor, or by using HTML. Web text 1 is a longer description of the product and Web text 2 is a shorter one. The appearance of these text depends on the overall design of the website. A short description in Web text 2 A longer description in Web text 2 Page 5

7 NaviEditor: The Web text fields can be edited in two different ways. When the editor is first opened, it will show a so-called What You See Is What You Get -editor. This means that the text will be presented on the website as it is shown in the editor. This includes bold and italic fonts, links and so on. However, the font will be changed to the one used by the website design. By pressing Kilde in the bottom of the window, the text can be edited as HTML. NaviEditor in use. Often used options include B (bold), I (italic) U (underlined), left- or right-aligned and centered. The chain - button can be used to add links to other pages embedded in the text. Unit Price*: This is the price that the product will have on the web shop. Note: In some cases, this field is chained with the stores unit price. This means that this field will change the value according to what is set in the store s Item Card. Visibility*: This field dictates how products can be found on the web shop. Catalog means that the product can be found using categories and so on. Search means that the product can be found using the shops search. Usually Catalog and Search is used. Status*: This field dictated whether the product is visible or hidden in the web shop. If this field is set to Inactive, the product cannot be found on the web shop. Backorder: If this field is ticked, it will allow the product to be ordered, even when it is not in stock. If no units are in stock and backorder is allowed, the estimated delivery time will automatically change to a set timeframe. If a product has multiple variants, it is not possible to only allow backorder on some of them. All variants must allow backorders. Page 6

8 Appearance: Product New From/Till: These fields can be filled with the start and end date respectively, during which the product will appear as New on the web shop. The format used is dd mm yy. How this is presented, depends on the specific website design. Tip: Todays date can be filled out quickly by simply entering d (no quotes) Tip: It is not necessary to fill out the entire date. By simply entering a number, the full date will be filled out for the current month and year. For example, if 10 (no quotes) is entered during November, will be added. Example of product shown as New Priority: The product priority can be set, if the product is to be shown before others when sorting. A higher number will result in a position in the front if products are sorted by Position. Featured From/Till Date: These fields are filled out with the start and end date respectively. During this time period, the product will be shown on the front page of the shop and be marked with a Featured - badge as well. The format is dd-mm-yy. Page 7

9 Attributes: Attribute Set ID: This field is used to select an attribute set by clicking on. When selected, the -button can be pressed to further select which attributes to use for this product. These are used for filtering between products and might be properties such as weight, color, size and so on. For more information on this, refer to the chapter Attributes in this guide. Web Manufacturer: In this field, the product manufacturer is selected. By pressing, a list of manufacturers is shown and can be used to select the appropriate one as well as a manufacturer image. How this is presented, depends on the specific website design. Example of a manufacturer shown on a product Seo Link: This field is automatically filled out using the product name. It is the URL of the product. This might look like where productname is the content of this field. Meta Title: This field can be used to change what title is displayed in the top of the web browser when visiting the product page as well as the title of the result when searching for the product using a search engine such as Google. Example of a browser displaying a Meta Title Page 8

10 Special Prices: Special Price: This field is used to specify a special price for the product. How this will appear on the web shop, depends on the specific website design. Below are a few examples. Special Price From: This field is used to specify the start date for the special offer. The format is dd-mm-yy. Special Price to: This field is used to specify the end date for the special offer. The format is dd-mm-yy. Page 9

11 The Web Specifications tab: This tab contains settings used for search engines such as Google. Internet itemgroups: In this field, the product groups for the item can be specified. These can be considered the products categories. They can be used for sorting and navigation through products on the web shop. For more on this, refer to the chapter Item Group in this guide. Note: An Internet Itemgroup is not necessarily the same as the Item Group on the Item Card. A product can be a part of an arbitrary number of Internet Itemgroups, but can only be a part of one on the Item Card which is used for accounting purposes. Meta Keywords: In this field product keywords can be specified. These are used for search engines. These should be keywords which the customer can be expected to use when searching for this product, or products like it. Individual keywords are separated by comma. Meta Description: In this field a description of the product can be written. It will not be visible on the web shop, but some search engines may include it in their results. Google includes the Meta Description in its results Page 10

12 The Web Product Relations tab: This tab contains settings used to customize how some products are connected to other products. Note: For all settings on this tab, it is important to make sure that any product referred to, is already an internet item. If one of the chosen related products is not an internet item, it will cause an error to occur. Related Products: In this field, products related to the one being edited, can be added. These will be featured when visiting the selected products page. Example of a related product featured on another products page Up-Sale: In this field other products can be added which will be featured on the page on the page of the one being edited. These should be products which the customer might prefer to the one they are currently visiting. Example of products featured using Up-Sale Page 11

13 Cross-Sale: Products listed here will be shown when the customer is looking at their shopping cart, after adding the item being edited. Example of products featured using Cross-Sale Page 12

14 Item Group: This menu item contains settings used for creating and editing Item Groups. An item group might be something like a specific type of cream. An item group could be considered an items category. The Internet Item Group tab: Item Group: In this field the item group number is entered. If is clicked, a list of all item groups will appear. In this view, the hierarchy of the item groups is also visible. The sub-item groups is also visible for the selected item group when the Internet Item group tab is selected. Tip: Page-Up and Page-Down can be used to cycle through the item groups one-by-one. To create a new item group, press F3. To see a list of existing item groups, press F5. You can select an item group on this list by navigating to it using the arrow keys and pressing Enter or by double clicking on it using the mouse. If the item groups are displayed out of order, the original order can be restored by pressing F5 and then the Functions > Restructure button in the lower right-hand corner, or by pressing CTRL + R Description: A name for the item group can be entered in this field. Webshop Picture: An image for the item group can be selected here. How this will appear on the website depends on the specific website design. For more on this, refer to the section The Web tab > General > Pictures in this guide. Seo Name: This field will automatically be filled out based on the item group name. It is the internet address the item group will receive. This might look like where itemgroup the content of this field. Extended Description: In this field, a short description of the item group can be entered. It will be displayed on the item group s page. For more on NaviEditor, refer to the section The Web tab > General > NaviEditor in this guide. Webshop sorting: This field is used to define the order of the item groups. 0 is the default value and means no special order. Higher numbers will result in a place in the front of the lists. Item Count: This field displays the current number of items in this group. If the field is selected and pressed, a list of the items in this group will be shown. is Page 13

15 The Details tab: Meta Title: This field specifies the title that will be shown in the top of the browser when visiting the item group page. Meta Description: A short description of the item group can be entered here. For more on this, see the section The Web Specifications tab > Meta Description in this guide. Meta Keywords: A list of keywords for the item group can be entered here. They are used for search engines. For more on this, refer to the section The Web Specifications Tab > Meta Keywords in this guide. Page 14

16 The Advanced tab: Is Active: This field must be ticked if the item group is to be used. If it is no longer needed, or should be temporarily disabled, this field can be un-ticked. Is Anchor: If this field is ticked, the item group can be used to filter products on the web shop. Example of item groups which can be used to filter items Show In Navigation Menu: If this field is ticked, the item group will be visible in the main menu on the website. This feature may be useful if you, for example, wish to have a hidden category which is only visible to recipients of a newsletter, but not directly accessible on the site. Example of item groups in the web shops main menu Items: This field displays a list of all items in the item group. Page 15

17 Manufacturer: This menu item contains settings for adding new and editing manufacturers. To add a new manufacturer, press F3. To see a list of existing manufacturers, press F5. To select one from the list, navigate to it using the arrow keys and press Enter or by double clicking on it using the mouse. Code: This is the manufacturers code and must be different from all other manufacturer codes. Name: This field contains the manufacturers name Logo: This field is used to select an image which is shown on the manufacturers page as well as on products by that manufacturer. For more on this, refer to the section Web Item card > The Web Tab > General in this guide. Description: This field contains a short description of the manufacturer using NaviEditor. This is displayed on the manufacturers page. For more on NaviEditor, refer to the section Web Item Card > The Web Tab > General > NaviEditor in this guide. SEO Link: This filed contains the internet address for the manufacturers page. This might look like where manufacturer is the content of this field. Meta Description: In this field a short description of the manufacturer can be entered. For more on this, refer to the section Web Item Card > The Web Specifications tab > Meta Description. Meta Title: In this field, the title that will be displayed in the top of the internet browser when visiting the manufacturers page can be entered. Page 16

18 Attributes: This menu item allows the creation of new attributes and editing of existing ones. Attributes can be used to filter products to find the ones that match ones specific demands. Above is an example of attributes and their values. Values are the options which attributes can be set to during filtering. To add a new attribute, the information can be filled out in an empty field. Attributes: Description: The attributes name. Position: Used for sorting the attributes on the page. 0 is the default value. A higher value will result in a higher position on the page. Filterable: If this field is ticked, the attribute can be used as a filter on the website. If this field is not ticked, a product can still be assigned the attribute. Example of attributes that can be used to filter products. Used by Attribute Set: This field contains the number of attribute sets that use this attribute. For more on Attribute Sets, refer to the next section. Used by Item: This field shows how many items use this attribute. Page 17

19 Values: Value: These fields contain the possible values for the selected attribute. Image: This field can be used to add images to the values. For example, this might be useful if one attribute is Color and has values Blue and Red. Each of these can have an image displaying the color which is then shown on the product pages. This is presented based on the specific website design. Example of an attribute with images for the different values Sorting: Sorting of the attributes values on the website. 0 is the default value, and a higher value will result in a place in the front. Attribute Sets: Attribute sets are a collection of attributes which can be assigned to products. Note: An internet items attribute set cannot be modified or changed. To allow this, first un-tick Internet Item. This allows the set to be changed or modified. After it has been edited, re-tick Internet Item. Above is an example of an attribute set for products that are used in the face. Appropriate attributes have been added which can be used to effectively filter between products. If ones different attribute sets only slightly differ from one another, it might be more effective to simply combine them into one large set. When a set has been selected, its attributes are displayed in the second table. To create a new set, Description must be filled out, then attributes can be added. This is done by first selecting the Attribute ID field and then pressing. A list of existing attributes is displayed and one can be selected by pressing Enter while it is selected, or by double clicking on it using the mouse. Description: The attribute sets name. This is for internal use only, and will not be visible to the customer. Item Count: The number of items currently assigned the attribute set. Position: Position er sorteringen af attributter på siden. Standardværdien er 0 og betyder ingen sortering, 1 er øverst osv. Page 18

20 Import Log: This menu item contains the latest imported orders and clients as well as the status of these actions. Usually the data here is loaded automatically but can be used for troubleshooting. Entry No.: An automatically assigned consecutive ID number. Date: Automatically recorded timestamp of the action. Document Name: Automatically assigned file name. The first number (e.g ) corresponds to the action in Magento. Document Source: If this field is pressed, the full XML-file for the action will be opened. Imported: This field will be ticked, if the action has been imported without errors. Error Message: This field displays the first line of text in the error message (if one exists). Runtime Error: This field will be ticked, if an error occurred during the import. Last Error Message: If this field is clicked, the full error message will open. This may be longer than Error Message. In the lower right-hand corner the button Funktion is found. This contains some valuable actions. The option File allows for manual import/export of orders XML-files. Actions can also manually be loaded by pressing Download Manual or by pressing F5. The final option allows for manually loading specific actions, which could be used if an error has been fixed. This is done by selecting the action (or more) from the list and then pressing Load Selected or by pressing F11. Page 19

21 Bag Of Task: This menu item contains the latest changes to the web shop. This may be changes such as price newly added manufacturers or pricing changes. Sync. Interval: This field contains the time interval in which the changes are pushed from Dynamics NAV to the web shop. The default value is 15000ms (every 15 seconds) Sync. Ignore Pause: This field can be ticked if the synchronization should ignore if the import of new changes is temporarily paused. Last Checked: This field contains the time stamp of the latest synchronization. Force Sync. Start Time: This field allows the specification of a time where the synchronization is forced to start. This is usually not necessary. Force Sync. Stop Time: This field allows the specification of a time where the synchronization is forced to stop. This is usually not necessary. The last field contains the current number of changes to be carried out during the next sync. The table shows the details of the changes. The most relevant fields are: Entry No.: An automatically assigned consecutive number. Table Name: The name of the table in which a value has been changed. Time Of Change: Date and time of the change. Runtime Error: This field will be ticked if an error occurred during the synchronization of this change. Last Error Message: If an error did occur, the error message is written in this field. When a change has been selected, its details will be visible at the bottom of the screen. This entry shows that the field URL has been changed from nike.com to being blank Page 20

22 Magento: Some things are changed in Magento, not Dynamics NAV. This will primarily be additions such new pages or text that needs editing. All this is changed by opening the admin page. This could be done like so Some sections in this guide will refer to the Magento User Guide_v1 Editing pages: To edit existing pages, or to add new ones, open the menu item CMS > Pages New pages are added by clicking on Add New Page in the upper right-hand corner. To edit an existing page, simply click on it in the list below. Edit Page: This menu item contains changes such as the Page Title and URL key for the page. This will usually look something like /subpage/this-page and be based on the page title. To avoid errors, please only use the letters a-z and (dash) instead of spaces. Note that Status must be set to Enabled for the page to be accessible on the site. Example of new page being added as a sub-page to Behandlinger Content: This menu item is used to edit the page content. Content Heading is the page header. The rest of the page content is added using a WYSIWYG-editor, like NaviEditor, refer to Web Item Card > The Web Tab > General > NaviEditor. Editing the content as HTML is also possible by clicking on Show / Hide Editor. Fields marked in red is used to change the text font and add images respectively. Page 21

23 The page content will automatically be changed to the websites design. Due to this, it is often sufficient to only change the text font. Additionally, it is also possible to add pictures to the page here. Headers will likely be fonts like Heading 2, 3 and so on. Plain text will use the font Paragraph. Examples of different fonts. Design: This menu item is for advanced users. It will most likely not be necessary to change anything here. Meta Data: This menu item is used as in Dynamics NAV to add keywords and a description which will be used for search engines, refer to Web Item Card > The Web Specifications tab > Meta Description, Meta Keywords Image sliders: Image sliders are banners of changing images. It is possible to change the images and the animation as well as adding links to the images. These options are found in the menu CMS > Image Sliders > List Sliders Generelt: Switch effect: This changes the animation between images. Animation speed: This changes how long the images are shown before switching (in seconds). Slide speed: This changes the duration of the animation (in milliseconds). Images: This menu item contains settings for changing and adding images. Fields marked with * are required. Image type: When this field is set to File it will use a file that is stored on the computer or on a server. When it is set to Remote URL it allows the use of an image stored on another website by using the image URL. It is recommended to use File as well as only using the letters a-z and 0-9 in the file names. Furthermore it is recommended to only using JPG or PNG files and replacing spaces in names with either _ (underscore) or (dash) Image*: This opens a browser used to locate the image on the computer. Image Title: This field contains the name that will be shown when the mouse is hovering on the image. Status: The image will only be shown when this field is set to Enabled. Date From/To*: The image will only be shown within this timeframe. If the picture should continue to be shown in the foreseeable future, simply set the end date far in the future. Sort order*: The order of the image in the slideshow. 0 is the default value and should be used for all images, if no sorting is needed. URL: This field contains the link to which the customer will be redirected if the image is clicked. This could perhaps refer to a product or a category. Page 22

24 Promotions: This menu item contains settings that are used to create pricing or design changes that are displayed under certain circumstances. This could be event such as timed markdowns or products featured in a different way, like products marked New are. Please note: When adding a new promotion, or changing an existing one, they have to be run for all products. To do this, press Apply Rules on the main rule page (e.g. Catalog Price Rules), or Save and Apply when editing a single rule. Catalog Price Rules: This menu item contains settings used for creating or editing specific product offers, refer to the Magento User Guide Chapter Catalog Price Rules for more on this. Shopping Cart Rules: This menu item contains settings used for creating special offers that are activated in the shopping cart. This could be offers such as Free shipping on orders larger than $100. Refer to the Magento User Guide chapter Shopping Cart Price Rules for more on this. Product Badge: This menu item contains settings used for adding new Badges. They are the images shown on products marked New or Featured and so on. Choose Manage Rules to edit badges. Choose Add New Rule to add a new one. Rule information: Fields marked with * are required: Rule name*: An internal name for the rule Description: An internal description for the rule Status*: Must be set to Enabled if the rule is to be used. Customer Groups*: The customer groups that are able to see the badge. Usually all groups should be highlighted. To/from date: Not Used Priority: Not Used Is Super Badge: Not Used Conditions: This menu item contains settings for editing the conditions which dictate if the badge is activated. This works just like Shopping Cart Rules and Catalog Price Rules, refer to these chapters in the Magento User Guide for more on this. Page 23

25 Actions: Upload Image: Opens a browser used to select the image that should be used as badge. Badge Text: The text that should be displayed on the badge. This could be something like 25% off. It is recommended that this text is written on the actual badge image before uploading. Please contact us if this is not possible since this option often results causes problems with the page design. Badge Position: Position on the product image where the badge should be displayed Display Badge: This setting dictates the store views which will display the badge. This will most often be both product view and product list. Class: Not used. Page 24