OrderStorm WordPress eCommerce Shopping Cart User Manual

Table of Contents

  1. Installation
  2. Administration
  3. Initial Shopping Cart Setup
  4. Categories
  5. Products
  6. Orders
  7. CRM – Notes and Action Items
  8. CSS Help
  9. Advanced SEO
  10. Business Management

OrderStorm WordPress eCommerce is a full-featured, easy to use WordPress shopping cart that supports an unlimited number of SKUs and customer service reps (CSRs). It has a very wide range of built-in functions making it easy to completely manage your Internet business through the Store Admin pages. Detailed instructions follow. For questions or customization, send email to support@OrderStorm.com.

Installation and Setup

You must have a copy of WordPress already installed on either another web server or hosted on OrderStorm’s servers to use the WordPress eCommerce shopping cart. WordPress is a free, open source CMS (content management system) commonly used for online blogs and is excellent for building a search engine friendly website. You can download a free copy of WordPress at: http://wordpress.org/

Video: OrderStorm WordPress eCommerce- Part 1: Installation

Install the Plugin

  1. From your WordPress dashboard, under Plugins>Add New, search for OrderStorm. Click on Install Now.
  2. or

  3. Download the plugin from the WordPress.org repository.
  4. Log in to your WordPress dashboard and click on the ‘Plugins’ tab and then ‘Add New.’
  5. Click on ‘Upload’ near the top of the page.
  6. Click the ‘Choose File’ button and find the OrderStorm e-Commerce plugin .zip file.   Click ‘Choose’ followed by the ‘Install Now’ button.  WordPress will now upload and install your plugin.
  7. Once the installation of your plugin has finished click the ‘Activate Plugin’ link. You will now see OrderStorm e-Commerce in ‘Plugins>Installed Plugins.’

Setup

  1. The plugin creates 2 pages: Orderstorm-ecommerce-product-page and Orderstorm-ecommerce-category-page.  Set the Product page so it does not display in your menu – it has nothing on it but shortcode.  The Category page shows all of your root categories.  You can either use this page or set it to not display if you are using the Categories Menu widget in a sidebar.  Reminder:  These pages are necessary for the plugin to work.  You must not put them in either draft mode or the trash.  Simply do not display them if you don’t want them to show on your website.
  2. You should rename these pages to something that is SEO friendly for your particular site.
  3. The Key you see is an example key.  To add your categories and products to the shopping cart, sign up for a subscription at Plans and Pricing. After you sign up and login through the OrderStorm.com home page, you will find the key under ‘Admin>WordPress/API keys’.   Replace the example key with your new key.  Note that because this is SaaS software, even the free version requires a subscription and key.

Appearance

  1. Two widgets are added to the Widgets page during the initial installation. One for the Categories Menu and another for the Shopping Cart View Status box. You can put them anywhere you want plus put them in multiple places on your site.
  2. To display the Categories Menu, go to Appearance, Widgets. Drag the Categories to a sidebar wherever you want it. Note: Your Category page must be set up with the same sidebar in order for the categories menu to display.
  3. To change the Categories Menu settings, click the arrow on the widget to open up the settings box.
  4. Maximum menu level depth can be set as 0, which displays all menus or any other number to limit the number of menu levels that fly out before a customer has to click on something.
  5. The Parent Category Key can be set if you want to display only a subset of the menu.  The Key is found on the edit category page.  Use {} around the key.
  6. An individual category can be added as the content of a specific page using this shortcode:

  7. To change the look of the categories and products, go to the Plugin page. Then go to OrderStorm e-Commerce, click on ‘Edit’.
  8. You do not need to use the category menu widget if you have only a few products.  You can put a link to your products on any page of the site including the home page and in the header.
    • To add individual products to pages, first create the link.  The link is the product page URL/product_slug.
    • Example: http://www.orderstorm/orderstorm-ecommerce-product-page/product_seo_slug
    • Note that you create the SEO slug when you create the product.  The slug is right below the product name on the product detail page.
  9. The .css files controlling the appearance of the categories, subcategories and products are here.  You can completely customize colors, fonts, product display, product box sizes, alignment etc. See CSS Help.
  10. Exceptions – The font and layout of the product detail come from your theme’s css.  You will remove the page titles from the product and category pages using your theme as well.
  11. Important! Backup your .css files correctly! After you have your .css files changed the way you want them, create a copy of your .css files in a separate folder so they can be restored after an update. OrderStorm will overwrite the main plugin .css files when we issue updates. Alternately, you can use the OrderStorm eCommerce Custom Files Manager plugin.  This plugin will create a second copy of the css files.  You can make all your changes in these css files instead of in the main e-Commerce plugin files so they are not overwritten in an update.
  12. The OrderStorm View Cart Status widget draws a box that shows how many items are currently in the customer’s shopping cart and the total dollar amount. Customers will click on this box to check out. Drag the widget to a sidebar. The box will appear in the side bar as soon as a product is added to the shopping cart.
  13. The View Cart Status box can be included in any part of a theme. This example shows the way to include it in PHP.<?php orderstorm_ecommerce_shopping_cart_status('topright'); ?>The ‘topright’ value you see is an argument for the function’s $idSuffix parameter, used to provide a unique ID for the DIV containing the status box. Each instance should be named differently, using this suffix, in order to allow for styling or coding for them separately. The resulting ID for the container DIV element will be something like:ostrm_shopping_cart_status_$idSuffix,which for the PHP code example above would translate into:ostrm_shopping_cart_status_topright.

More on the OrderStorm e-Commerce .css Files

Note on Borders and backgrounds: Each category and product item has a border and a background that you can change as you see fit. If you are not a fan of borders and backgrounds, you can make them white to disappear them (if your theme has a white background). We included default colors for the category pages so you can see where the borders and backgrounds are. The product detail page (where you add it to your cart) is already set to white but you can change the color of the background here also.

Visit CSS Help for information on where to change those items that affect the look and feel of the category and product pages. Be sure to pay careful attention to the instructions for backing up your .css files.

Administration

All shopping cart functions are accessed using a secure login with your email address and your choice of password.

  • The login page is http://www.OrderStorm.com.  Click the blue Log In button at the top right of the page.
  • Your initial password is set when you get your subscription. You can change the password any time. The logon page contains a password recovery tool if you forget your password.
  • You know you have successfully logged in when you see Your Name at the top right of the page.
  • Click on your name to change your password and other personal information.
  • Logging in brings up the Administration Home Page where you will manage your product catalog, orders and online business. Go back to the Administration Home Page any time you are working in the cart by clicking on HOME at the top of the page.

Initial Shopping Cart Setup

Video: OrderStorm WordPress eCommerce- Part 2: Initial Shopping Cart Settings

  • From the Top Menu, select Settings.
    • From the Storefront Administration menu, select Storefront Settings
      • Set company information and contact information.
      • For the global settings, Select true or false, set your currency and home country.
      • Set order min amount (if any) and order deposit amount (if you are willing to take a partial payment to begin the order fulfillment process).
      • Optional: Enter the checkout page slug if you want to use a custom WordPress page for checkout on your site instead of using the OrderStorm modal window. You can further customize the checkout page if you use a WordPress page. Most customers skip this step and use the default checkout. Note that you cannot accept credit card data on a WordPress page without a valid encryption certificate (SSL) of 256 bits or more.  Accepting credit card data on the WordPress site without a valid SSL violates OrderStorm policy and your account will be suspended.
      • Enter custom names for the labels or use the defaults.  The order label is displayed on the product page where the customer presses the button to add an item to their shopping cart.  Examples: Order now!, Send me one!
      • The features/options label is used for the section where you add colors, sizes, and upsell items. Examples: Product Options, Customize.
      • Set display for left and right sidebars. These settings will override your theme. If you have a theme with sidebars and these are set to false, the sidebars will not be displayed on the product pages or category pages.
      • Enter the category page slug from the page you created when you installed the plugin.
      • Contact OrderStorm if you want to use a different location for the main image set-up.
      • Enter the small, medium and category image default URLs. These will be displayed if there is no specific photo uploaded for a product or category. Many customers use their logo.
    • From the Storefront Administration menu , select payment options
      • Accept credit cards, checks, money orders, wire transfers and PayPal
        • Select Credit cards configure to choose which credit cards to accept and then enter your  payment gateway information.
        • Special instructions for the InternetSecure gateway:
          1. To use InternetSecure you need to have InternetSecure white-list the IP address 67.212.146.26 on your account.
          2. For the payment gateway fields, enter your merchant ID (MID) in the login field, leave login 2 blank, enter anything at all in the API key/password field.  The API key/password field cannot be blank but it is NOT used by Internet Secure.
      • Set high and low limits for each payment type. Ex. No credit card payments larger than $3,000. Wire transfer for larger orders.
      • Select (configure) to set up your Wire Transfer Information for incoming wires.
    • From the Storefront Administration menu , select Finishing pages – set the text to display on your Thank You pages for credit card orders and check orders.
    • From the Storefront Administration menu , select edit check-out terms to set the Terms and Conditions for your cart. Note: Terms can also be set by product from the product detail page.
      • Enter your Terms and Conditions for a credit card purchase and for a check purchase. Select Update All Terms.
    • From the Storefront Administration menu, select edit New Order Notification emails addresses. Enter the email address for someone in your organization to receive notification that you have new orders. This will typically be the shipping department or customer service department. New order notices are sent out automatically each time an order is placed on your website. The email address you used to sign up with is automatically added here. If you do not want an email notification each time your cart takes an order, make this blank.
    • From the Storefront Administration menu, select edit country options.  This brings up a list of countries.  You can select which countries you want to receive orders from.  The countries you select will appear in a drop down list at check-out for customers to select.
    • From the tabs across the top, select Tax Tables to select locations to collect sales tax and enter the tax rate for each.
  • Add Users – Additional users can be added at any time.
    • Go to Home.
    • From the Admintab, select Manage Users
    • Note: OrderStorm charges a fee for additional users.
  • Assign users to departments
    • From the main menu Admin tab, select Manage Departments
    • Create a new department by entering the department name in the text box and selecting Add.
    • Select the department name to manage the department information.
    • Select Manage Members to assign employees to a department.

Categories

OrderStorm WordPress eCommerce allows you to organize your products into logical categories. Categories should be created before adding products.

  • Add New Categories
    • From the Products Tab select Product Categories
    • Click at the top of the page to add a new category.
    • Fill in all fields and select Add.
    • Either add another category or go HOME to finish setting up the first category.
    • From the Products tab select Product Categories again.
    • Find the category you just added and select edit.
    • Browse to and Upload a category image. The image must be sized and formatted before you upload. If you do not upload a photo, the shopping cart will display a default image that says ‘No image available’. If you want to use a different default image, load the image you want to use instead into your Media Library. (If you want nothing to display for this image, you can create a small transparent .gif) Then go to Settings, Storefront Settings and scroll down to the main image set-up area. Enter the URL of the image in the field for category thumbnail image default URL.
    • Add unlimited additional pictures to the Category Long Description using your WordPress Media Library.
      • Upload the photo to the Media Library.
      • Copy the image URL into the Category Long Description.
    • Set display category to YES.  If you are adding a brand new category you may NOT want to display it until you have completed the set-up of this NEW category. Completing the set-up may include making it a sub-category of another category and adding products to it. After you have done this you can edit the NEW category and mark it with a YES for display to make it live on your site.
  • Create Subcategories
    • Follow all the instructions for adding a new category above.
    • From the Product Categories page, select move.  On the next page, find the parent category you want and click move here.
  • Manage Categories – turn on and off, re-sort, move
    • From the Products tab select Product Categories.
      • From the Edit Category page, use the yes/no buttons to turn the entire category off or on.
      • Select move to create a subcategory and move the category under a parent category.
      • Select view products to view a list of products in the category and edit them.
      • Select batch edit products to edit prices for all products in the category and a short list of product attributes.
      • Select view products to delete a batch of products from the category or add a batch of products to another category. The same product may appear in multiple categories – ex. License plate lights could appear in both ‘License Plate Mounting’ and ‘Lights and Turn Signals’.

Products

  • Add Vendors – Convenient way of organizing supplier information. Vendors must be added before adding products so that purchase orders will generate properly. Every product must have a vendor assigned. Add yourself as the first vendor. All products not assigned to a vendor for drop shipping must be assigned to you. You must assign all products to either yourself or a vendor in order to get the shipping window where you enter tracking info and send a shipping notice to your customer. See the video at the bottom of this page on how to set up drop shipping.
    • Adding Vendors
      • Select the Vendors tab.
      • Enter the vendor’s name in the box at the top of the page
      • Add vendor details and press Update. Under Cart Associations, associate the vendor with one or more shopping carts and press Update.
      • The payment terms field is used to tell the vendor the terms on your POs. If the field is empty, the PO will tell the vendor to charge your credit card on file when they ship an order. If the field is set to zero, the PO tells the vendor that they will be paid by check twice a month.
      • Under Emails, you can add separate email addresses for technical questions (for FAQ list) and for purchase orders. You must add at least one email address for product questions (QA in the drop down list) even if you are not drop-shipping.
      • Attach files including price sheets, manuals and brochures – COMING SOON.
  • Manage Vendors – Each vendor has their own administration portal to view open orders and see their account online plus a sales report,
    • Select the Vendors tab and find the vendor you want to manage.
    • Under the General Notes box, select View Open POs
    • Select Admin Home. This is the vendor’s main administration page.
    • Copy the URL at the top of the page and send it to the vendor. They can access this through a link in their emailed POs as well.
    • Under View and manage POs you can see if a vendor is falling behind.
    • Your account – payments and purchases shows a running account list.
    • Sales Report tells the vendor how much of which products your store is selling.
  • Add New Products
    • Add individual products
      • From the Products tab, select Add New Products
      • Add your item number and the vendor item number (can be the same)
      • Select the product type (services and downloads are also classified as products)
      • Under Product Description, enter the name of the product
      • Enter a short description. This is an HTML field – no images in this box.
      • Enter price information
        • Price is the price the retail customer will pay if they order online.
        • Shipping price will be charged to the customer at checkout. This price is per item.
        • Our shipping cost is the estimated cost we must pay the vendor for shipping if drop shipping.
        • If ‘drop ship’ is selected, a purchase order will automatically be emailed to the corresponding vendor.
      • Set up product as a Subscription with recurring billing
        • Select monthly or annual from the  Subscription period drop down list.
        • Customer will be billed on the same day of the month as the initial purchase (eg. every month on the 14th).
      • Enter initial inventory quantity
        • If the inventory field is empty, no inventory information will be displayed.
        • If zero, the shopping cart will display “This product is backordered”.
        • If the inventory number is above zero, the product page will say “In stock and ready to ship”.
        • If there is inventory and the item is purchased, the quantity will decrease by the quantity ordered.
        • It is generally recommended that you leave the inventory field empty if the product will be drop shipped.
      • Enter all additional information
      • Add pictures to Product Long Description using WordPress media manager
        • Upload the photo to the Media Library.
        • Copy the image URL into the Long Description
      • Select Add Product
      • Adding Pictures – After the product is added, Browse and Upload a photo. The shopping cart will automatically size your image for a thumbnail, medium and full size image. Upload the largest version of the image that you have. If you do not upload a photo, the shopping cart will display a default image for the thumbnail and product page images that says ‘No image available’. If you want to use a different default image, load the images you want to use instead into your Media Library. (If you want nothing to display for these images, you can create a small transparent .gif) Then go to Settings, Storefront Settings and scroll down to the main image set-up area. Enter the URL of the images in the fields for product thumbnail image default URL and product page image default URL.
      • Select a vendor from the drop down list
      • Select Drop Ship yes or no
      • Select Update
    • Add the product to a category
      • At the top of the page select ‘Click here to view and edit category and feature information for this product’
      • Next to categories this product belongs to, select add
      • Find the category in the list and select add
    • Create Feature Groups – Feature Groups allow you to create variations and options for your products. For example, Color (black, gold, red, green) or Size (S, M, L, XL), are common feature groups. They can be either required or optional. Optional feature groups are used to up-sell.
      • From the Product tab select Manage Product Feature Groups
      • Put the name of your group in the box Add New Feature Group.
      • Select required if this is a required feature like color or size.
      • Select Add
    • Add features and options to products
      • Go to the product detail page using search or View Products by Categories
      • At the top of the page select ‘Click here to view and edit category and feature information for this product’
      • Next to other products that are features of this product, select Add
      • In the product search field, type in the name of your product ex. Green. If Green is not already a product, follow the instructions above to add it as a product. Every feature must be added as a product first. Select ‘feature only’ on the product detail page to signify that this is a feature of another product only and no one can order the product Green by itself.
      • Once your search finds Green, select add as feature.
      • You can override the price if the feature for your product has a cost to it for this particular item. Fill in feature price and cost and uncheck use product price of.
      • Select the feature group drop down menu and select the feature group you want to display the feature in. Green would go into the Color feature group. If you also add red and blue to this item, they will also be added to the Color feature group and display as a group to the customer. The customer can only select one choice per feature group.
      • Repeat this process for additional feature groups like size
      • If the feature is not added to a feature group, it will display as an Option on the product page.
    • Copying products – If you are entering a group of products that all have the same features you can enter the first product and add all features and categories. Then copy the product (top right on the product detail page). Change the Item Number, the Name and the Price if different and save the new product. Upload the new image next. The product will be in the same category as the first product with all the same features. For example, adding a list of T-Shirt designs that all come in S, M, L and Red, Yellow or Blue.
    • Adding Extended Image/Description Links using WordPress media manager – this function creates a list of links to additional pages. Use it to attach pages to the product such as installation instructions, MSDS sheets, technical drawings, color charts and .pdf brochures.
      • In WordPress go to Media, Add New. Upload the file. Copy the file URL.
      • Enter a description for the link (i.e. Installation Instructions)
      • In the link text box, paste the file relative URL. Click Add
    • Import products from a spreadsheet -If you have a large number of products to add at once, you will want to import from a spreadsheet. The spreadsheet must be formatted correctly  for the import to work smoothly. Duplicate product id’s are not allowed.  
      • From the Features tab, select Upload Products.
      • Prepare up to 10 .CSV files, not to exceed 50 MB total.
      • Drop Ship and Ships Free should have the numeral ‘1’ in the column for YES.
      • Product type column – should contain the number for the product type based on this list.
        1. Physical product
        2. Intangible product
        3. Service
        4. Billable time code
        5. Event Registration
      • Categories must be created first to generate the category IDs.
      • Vendors must be entered first to generate the vendor ID’s.
      • After you upload the files, click on the 5th bullet point on the page to see the uploaded product files status.
      • Select your file name.
      • Under Action, click the X to delete the column headers row from your spreadsheet.
      • Click on the file name drop down lists to map the columns.  After you have the column names mapped, select ‘update’ under Action.
      • Click on the link to import the products into the store now.
      • Refresh the page after a few minutes until you see the date data loaded into store.
      • Please note that in many cases complex shopping cart data cannot be automatically loaded. If you have a case where you need to upload a large number of SKUs and categories with product images, please send email to support@orderstorm.com and we will set up custom scripts for your particular case. We charge by the hour for this service.
  • Use the Color Selector Tool – The color selector tool is used to view how a product will look in a certain color or color combination prior to purchase.
    • Every color that you offer must be entered as an individual product and marked as a ‘feature only’.
    • On the Product Detail Page for the color ex. Red, enter the color code in the ‘color hexadecimal’ field.
    • Right below the ‘color hexadecimal’ field is the ‘HTML drawing’ dropdown box and a link ‘manage drawings’.
    • Click the ‘manage drawings’ link and add the name and HTML code for the shapes that you want customers to pick colors for.Note: This is an advanced feature. It requires an HTML5 Canvas developer to create the shapes. You must create your HTML drawings using the matching Feature Group ID for the feature groups, Color 1, Color 2, etc. First go to the Product Features page to set up your color feature groups to generate the Feature Group IDs to use in the HTML.Example 1: this.context.fillStyle = (typeof this.colors[136] === ‘undefined’) ? ‘#FFF’ : this.colors[136];
      In this example, 136 is the Feature Group ID for Color 1.

      Feel free to contact us for support with this feature.

    • Once your drawings are added, they will appear in the ‘HTML drawing’ dropdown list. This list is available for all products in your product catalog.
    • Next, go to the product that offers a choice of colors. Select the drawing from the list that matches the shape of the product to add the color selector to the product.Example 2: If a polka-dot blouse comes in a choice of red, pink, lavender, purple and white, set up two feature groups to use: Color 1 for the background and Color 2 for the dots. You will add the actual colors to both the Color 1 and Color 2 feature groups for the the polka-dot blouse product using the same instructions above for adding color options to a product.
  • Update Products
    • Individually – all information can be updated on the product detail page
    • Batch Price Update – Price updates can be done by category or by vendor
      • Batch update by Category – find the category you want to update using the steps above for managing categories. Select batch edit products to edit prices for all products in the category and a short list of product attributes
      • Batch Update by Vendor – From the Customer Service Menu select Manage Vendors. At the right, select Batch Edit Products.
    • Price Update – Import from spreadsheet. If you have a large number of products to update at once, you will want to import price changes from a spreadsheet. The spreadsheet must be formatted correctly including unique product id for the import to work smoothly. Duplicate product ids are not allowed.  Send email to support@orderstorm.com for help.
    • Edit FAQ list – Questions and answers can all be edited for grammar, spelling and accuracy. They can also be deleted entirely.
      • After you have logged in to OrderStorm, go to the product you would like to edit.
      • Under Add/Update Product, select ‘Click here to see Q&A for this product’.

Video: Setting Up Drop Shipping

Orders

The Order Management screens are robust and easy to use. Everything you will need to do regarding a customer or order is addressed.

  • View the Recent Order List – From the Orders/Customers tab, select the Order List tab. All of your orders will appear on this list in descending order by date and time.
  • Search for Orders
    • Select the Orders/Customers tab to  Find Users/Customers/Orders
    • Search by customer name, order number or PO number. (Note: If the customer has separate billing and shipping addresses, the order will appear twice and is designated by b or s).
    • Select the link in the Order(s) column. Then select View Order.
  • Manage Orders
    • Update credit card information
      • If the customer puts in the wrong credit card number, an order confirmation will still generate so you do not lose the sale. Contact the customer for the correct information.
      • Go to Credit cards on file for this customer. Click on the last 4 digits of the card number.
      • Enter the correct credit card information and press Submit.
      • Go back to the Credit cards on file for this customer box, enter the amount and select Process Card.
      • Go to the Order Payment Information box and select Click here to mark this order as being paid for.
    • Charge the original credit card for Rush shipping or after-the-fact shipping quotes.
      • Go to Credit cards on file for this customer.
      • Enter the amount and description and select Process Card
    • Refund Orders – full or partial
      • Go to Credit cards on file for this customer.
      • Enter the amount and description. Select the Refund Trans ID check box and fill in the transaction ID. The transaction ID is found in the Credit Card Payments box above. Select Process Card.
    • Cancel Orders
      • If an order has not been shipped and only one transaction has been made, a pink Cancel This Order box will appear.
      • Cancelling the order refunds the credit card and notifies the vendor to cancel the PO if you are drop shipping. Note that the customer does not receive an email.
    • Send email correspondence to customer
      • Go to the Send an update of this order to the customer box
      • Enter the body of your message in html. This is a form letter and has a greeting and a closing.
      • A copy of the email will be stored in the list called Relevant Emails along with the customer’s order confirmation and shipping notice.
    • Re-send Order Confirmation
      • Go to the Relevant Emails box and click on the link under Subject.
      • At the bottom of the page, you can re-send the Order confirmation email to the original email address or enter a new email address to send it to.
    • Re-send Purchase Orders
      • If you are drop shipping, a copy of the vendor’s purchase order email will be saved with the order. To see or re-send this email, go to the POs for this order box and click on the PO number. Scroll down to the Relevant Emails box and click on the link.
    • Enter shipping/tracking information
      • In the POs for this order box, click on the PO number.
      • Under Ship Now, verify the quantity shipped and check the box for each row.
      • Fill in the form and select Submit.
      • A shipping notification is automatically sent to the customer and if drop-shipping, the vendor account will show the amount of the PO due to the vendor on the next pay period.
      • If the date is more than a week old, no shipping notice will generate.
    • Close the PO for a cancelled order – If you refund an order manually instead of using the Cancel button, you must close the PO manually so it no longer shows up on a vendor’s list of open POs.
      • Open the PO as above.
      • Select the check box for all rows in the product area.
      • Choose Other from the drop down list of shippers
      • Enter Cancelled as the tracking number
      • Enter 1/1/1900 for the shipping date
    • Transfer POs to another vendor. – You can transfer an open PO to another vendor if the primary vendor is out of stock.
      • From the PO detail page, in the Audit PO section, there is a box that says ‘Transfer this PO to another vendor’.
      • Select the new vendor from the dropdown box.
      • Send cancellation – select the correct radio button
      • Click ‘Transfer’
    • Attach files to orders – Attach any kind of file type from drawings to photos to brochures – COMING SOON.
      • Under Files for this Order, select Attach File.
      • Browse to the file, name the file and select Attach.
  • Modify Orders – product and quantity information cannot be changed after an order is placed. Either cancel the original order entirely and make a new one or make a separate order for additional items.
    • Change the billing address
      • Go to Order Contacts
      • Next to Contact Type BILL, select edit contact. If the BILL and SHIP addresses were the same to start with, this will change both addresses.
    • Change the shipping address
      • If the BILL and SHIP addresses were different to start with, Next to Contact Type SHIP, select edit contact.
      • If the BILL and SHIP addresses were the same to start with, go to the bottom of the Order Contacts box and ‘Click here to add a different billing address’.

  • Taking orders by phone
    • Log in to capture which CSR took the order
    • Take the order exactly as you would if you were purchasing online.  Browse to the item and fill out the form based on information provided by the customer.
  • Customer History
    • Go to Orders/Customers tab and search by customer name.
    • Under Profile, select View
    • Under Address, select Display Orders

Go to WordPress eCommerce User Manual Table of Contents


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For more help on the OrderStorm WordPress eCommerce Plugin checkout our Videos OR Contact Us.

CRM – Notes and Action Items

Notes and action items are the core of great customer service. They keep track of who said what to whom, who did what when, and who needs to do what when. All action items are stored in queues by employee name and group association (i.e. Customer Service, Finance, Shipping, Sales etc.). By using notes and action items consistently, nothing ever falls through the cracks. No customer or vendor issue is ever forgotten. Notes and action items can be entered on any object in the cart including vendors, products, orders, and domains.

  • Procedures for entering notes and action items
    • Enter a title for your note. Examples – ‘Customer called and requested rush shipping’ or ‘Vendor quoted $150 for international shipping’
    • Enter any additional details in the main text box. You can copy email correspondence into the text box to keep all information in one place.
    • Click on ‘add note’
    • Enter any subsequent action that needs to be taken as an Action Item. Examples – ‘Call customer to get correct credit card expiration date’ or ‘Follow up on shipping in 3 weeks.’
    • Click in the box to ‘Create action item’ (if box is unchecked the item will be added as a note)
    • Select a due date for the action item from either the drop down list or the calendar.
    • Select the ‘assign action to’ drop down list to assign the action item either to someone else or a work group (i.e. shipping or customer service) If you skip this step, the action item will automatically be assigned to you.
  • Managing Action items – Action Items Queues. Once an action item is created, it will appear at the top of the Administration Home Page.
    • Your Action Items Queue is what you need to do today. Work from Oldest to Newest or List All.
    • Work on Action Items for the groups you belong to.
    • Everyone can work on Public Action Items.
  • Management Oversight – Click on Home. From the Admin tab select Action Items Queues Management Dashboard
    • Review how many past due actions each person in your organization has open
    • Re-assign all action items to someone else if an employee leaves.

Go to WordPress eCommerce User Manual Table of Contents


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For more help on the OrderStorm WordPress eCommerce Plugin checkout our Videos OR Contact Us.

CSS Help

The OrderStorm WordPress eCommerce plugin comes with five .css files. You have complete control over these files and can customize any element. Almost all elements have a box and border. If you are not a fan of boxes and borders, you can change the color to transparent to disappear them. Some of the more common items that you may want to change to match the look and feel of your site and customize the product display are identified below.


Important! – Backup your changes

  • After you have your .css files changed the way you want them, create a copy of your .css files in a separate folder as OrderStorm will overwrite the main plugin .css files when we issue updates.
  • Alternately, use the OrderStorm eCommerce Custom Files Manager plugin. The OrderStorm eCommerce Custom Files Manager sets up a second folder called orderstorm-wordpress-e-commerce-custom that contains a duplicate set of .css files for your shopping cart. You no longer need to worry about creating a separate backup of your style sheets prior to an upgrade. By using the OrderStorm eCommerce Custom Files Manager, its done for you. After the plugin is installed, make all changes to the OrderStorm e-Commerce .css files in the Custom Files Manager plugin edit screen instead of to the .css files in the main plugin.

orderstorm-wordpress-e-commerce/css/OrderStormCategoriesMenuWidget.css

== Description ==

This file controls the styling of the categories menu.

.ostrm_categories_menu_list
background-color: #F1F1F1 !important; – Background color for the categories menu

orderstorm-wordpress-e-commerce/css/OrderStormProductCategories.css

== Description ==
This file controls the category page and the look of any sub-categories displayed on the page.

.categories h1 – Controls the title of the category

font: 2em Tahoma; – Font for the category title
color: white !important; – Color of the category title
background-color: #808080 !important;  – Background color for the category title

.categories .long_description – Controls the category long description field – located under the category title

background-color: #F0F0F0; – Background color for the category long description

.categories .tile_medium – Controls the box for the category image

width: 170px; Width of the category image box – Make narrower to display more categories per row

.categories .tile_medium a – This is the category image title

.categories .tile_medium a:hover  – Color of the name of the category image title when you hover the mouse over it

.categories .tile_medium a:visited – Color of the category image name color after the link has been visited

.categories .tile_medium div – Controls the category box height plus the width of the category image


width: 170px; – Alignment of  the category image inside the box.  Increase the number of pixels to move the image to the right.  Decrease to move the image left.
height: 154px; – Height of the background box

.categories .tile_medium label – This is the amount of space for the subcategory description above the image

.categories .tile_medium img – To use the default display, the category image should be 150 X 150 max before you upload it in the shopping cart.

max-width: 150px !important;

orderstorm-wordpress-e-commerce/css/OrderStormProducts.css

== Description ==
This file controls the appearance of the product list on the category page.

.products .product_description – Controls the background of the product short description

.products .product_description a:link – Controls the color of the product name.

.products .product_description .item_number – Controls the color of the item number and padding. Change the padding depending on how long your item names and numbers are so this line does not wrap.

.products .product_description .description – Controls the Color of the product short description text

.products .product_description .price.sale – Controls the color and alignment of the price

orderstorm-wordpress-e-commerce/css/OrderStormProductDetails.css

== Description ==
This file controls the look of the product detail page.

Note: Display of this page including the font and tables is primarily controlled by the theme.

.product.page, .product.page td, .product.page p

font-size: 14px !important; – Size of the text in the product short description

.product.page – Box behind the product short description

background-color: #FFFFFF;  – Sets the background color for the box behind the product short description and Q&A section- default is white

.product.page div.product_image – The image can be aligned left or right of the text – Text wraps around picture, center where the text is below the picture.
margin: 0 25px 5px 0;
float: right;
.product.page hr.separator

background-color: silver;  – Color of the lines above and below the quantity box
height:1px; – Height of the lines above and below the quantity box

.product.page input, .product.page select

font-size: 100% !important;  – Size of the number inside the quantity box ‘How Many?’

div.qa_form

border-top-color: silver; – Colors the line above ‘Still have questions about this product?’
border-top-width: 1px; – Width of the line above ‘Still have questions about this product?’
border-top-style: solid; – Style of the line above ‘Still have questions about this product?’
padding-top: 10px; – Width of the space above ‘Still have questions about this product?’ and the border-top
border-bottom-color: silver; – Colors the line under the ‘Send your question’ button
border-bottom-width: 1px; – Width of the line under the ‘Send your question’ button.
border-bottom-style: solid; – Style of the line under the ‘Send your question’ button.

div.qa_form div.title

text-align: left; – Aligns the text ‘Still have questions about this product?’
border-bottom-color: silver; – Colors the line under ‘Still have questions about this product?’
border-bottom-width: 1px; – Width of the line under ‘Still have questions about this product?’
border-bottom-style: solid; – Style of the line under ‘Still have questions about this product?’
padding-bottom: 10px;  – Width of the space between ‘Still have questions about this product?’ and the border-bottom.
font-size: x-large; – Font for the text ‘Still have questions about this product?’
color: black; – Color for the text ‘Still have questions about this product?’

orderstorm-wordpress-e-commerce/css/OrderStormShoppingCartStatusWidget.css

== Description ==
This file controls the appearance of the shopping cart status box widget. Note that the widget does not actually appear on the page until an item is placed in the cart. You can change the look and feel of all elements of the box including size, borders, backgrounds, font size, colors and alignment.

div.ostrm_shopping_cart_status_widget

font-size: 14px; – This is the font size for the number of items in the cart, the price and the ‘View cart’ button.
background-color: blue; – This is the background color of the box.
color: white; – This is the color of the text inside the box.

div.ostrm_shopping_cart_status_widget > div.view_cart_button

background-color: white; – This is the background color of the box that says “view cart” inside the larger shopping cart status box.
color: black;  – This is the color of the ‘view cart’ text.

div.ostrm_shopping_cart_status_widget > div.view_cart_button:active – Controls the color that the ‘view cart’ box changes to when you click on it.

Advanced SEO

Sitemap

To ensure that the search engines can see and index your categories and products correctly, OrderStorm has integrated with Arne Brachhold’s Google XML Sitemaps plugin, enabling the sitemap it generates to include URLs for product pages and category pages you set up in the OrderStorm database.  Get it here:  http://wordpress.org/extend/plugins/google-sitemap-generator/

First, install the Google XML Sitemaps plugin. When you generate the sitemap, it calls a function of the OrderStorm WordPress eCommerce plugin to generate product and category entries in the sitemap.  If you change something in your shopping cart, you should rebuild the sitemap manually. Regenerate the sitemap manually every time you make a change to a category or product.

On the Storefront Settings page, there are 3 settings each on both the product page and category page tabs.  Here you will activate the sitemap integration feature of the plugin, as desired, and select the Sitemap priority and change frequency.  To use the ‘add products/categories to the XML sitemap’ feature, select True.

Permalinks

In Storefront Settings, the Product and Category Pages have options for you to use either the WordPress default permalinks or pretty permalinks.  OrderStorm generally recommends pretty permalinks for best search engine indexing.

When you change the page name of the orderstorm-ecommerce-category-page and the orderstorm-ecommerce-product-page, you can change the permalink also.  Copy the new permalink into the Storefront Settings sections for product and category pages into the product/category page slug and set ‘use product slug’ to TRUE.

On the WordPress dashboard, go to Permalinks under Settings and select the Custom Structure setting. Enter  /%category%/%postname%/ into the field.

Business Management

  • Reports – standard reports included, Call OrderStorm for additional reports.
    • From the Organizational Administration Menu, select Manage Domain Names.
    • On the next page, click on the domain name you are working with.
    • Select Reports
      • Web Analytics contains the traffic reports from server logs
      • Keyword reports show where you rank in the natural search for your primary keywords. Note: this feature only applies if you purchase a Content Network for inbound link building.
      • Sales reports include Monthly Sales, Monthly Purchase Order Totals, COGS and Monthly Sales by Product
  • Login Accounts – keep track of login information to any websites you use. Share the login information to employees so everyone has access to updated passwords.
    1. From the Admin menu, select Login Accounts.
    2. Check the drop down list at the bottom of the page under ‘Add Login Account’ to see if the entity already exists in the system.
    3. If the entity already exists:
      1. Enter a username and password, select the entity from the drop down box, and select .
      2. The Entity will appear above in the list
    4. Edit the Logon Account
      1. Click on the of the Entity.
      2. Add email account associated with the login account in the notes.
      3. Set user access – select users from the drop down list, click .
      4. Go to and click , check the box under for the domains associated with the logon account. Click the button.
    5. If the entity does not already exist you must add it.
      1. Click on ‘Home’ for the main menu:
      2. Select
      3. Put the name of the entity in the field
      4. Enter the URL
      5. Select
      6. Select the correct Contact Type Codes based on what the entity it is.
      7. Select
      8. Click on the Entity Name at the top of the page to go to the main screen
      9. Add any notes on special information required to open an account
    6. Go back to Login Accounts
      1. Now follow the procedure under #2) ‘If the entity already exists’ above.
  • Reconcile purchase order and invoice amounts when you receive a supplier invoice
    • From the Customer Service Menu select Find Users/Customers/Orders
    • Search by PO number
    • At the bottom of the PO you can enter the vendor’s invoice number, update the amount of the product and update the shipping amount to make sure your checks to the vendor are correct. Select the corresponding Update button after each change. Amounts that are updated on an invoice that has already been paid will be added/subtracted on the next payment date.
  • Make vendor payments – The vendor account adds up all orders shipped between the 1st and the 15th of the month and again from the 16th to the end of the month. This is based on the date that shipping information is entered into the PO.
    • From the Vendors tab, select Vendor Payments.
    • Select the date of the check run you wish to pay
    • Pay vendors twice monthly – net 15 or net 20

Go to WordPress eCommerce User Manual Table of Contents


Didn’t find what you were looking for?

For more help on the OrderStorm WordPress eCommerce Plugin checkout our Videos OR Contact Us.


Didn’t find what you were looking for?

For more help on the OrderStorm WordPress eCommerce Plugin checkout our Videos OR Contact Us.

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