E-Commerce (for site owner)

Cyteis Help
 

This tutorial will introduce you to e-commerce - we will be adding a number of products and then integrating them to a webpage. The workflows for order processing are also discussed.
 

Contents
  1. Managing products
  2. Integration with a webpage
  3. Order workflow
  4. Browsing order history

Managing products

From the Manage site page, please click on Manage Shopping Items. This page allows you to add, edit and remove shopping products. But first, we'll need to decide on the payment method. Cyteis supports two payment methods: Manual and External:

  • Manual: You will be notified (and emailed) when a viewer has placed an order. It is up to you to then contact the buyer and process the purchase.
  • External: There is a step-by-step interactive workflow between the buyer and you. The steps of the workflow are detailed in the Order workflow section.

For now, we will continue with the Manual payment method and then change it to External later on in the tutorial.

To add a product, click on Add new record and fill in the popup form:

  • Name: Name of the product.
  • Currency: Underlying currency of the price.
  • Price: Price of the product in the provided currency.
  • Description: A short description of the product.


Click on Save to add the product. You will notice that the product is added to the table. You can Edit it by clicking on  and Delete it by clicking on .

Integration with a webpage

Now that we have added a product, we want to make it available to the viewers. They should be able to click on a button and the item should be added to the central Cyteis cart. The advantage of this approach is that viewers can checkout products from multiple sites at the same time.

Please go to the page where you want to add a product to and click on Edit this page. Next, please click on the Shopping Cart Form button  in the toolbar. Select the products in the popup form, enter the button label for it (e.g. "Buy") and click on OK.


A form would have been added to the content editor. Click on Save and Publish to save the changes and go to the page (e.g. by clicking on View Page). If you click on the "Buy" button on the page then your order would be added to the Cart now:

 ⇒ 

However, we would also like to collect other information along when an order is added, such as, the size of the pen and any personal message. This can be achieved by adding the relevant form controls on the shopping cart form. To do this, click within the red borders of the shopping form:

Next, click on Selection Field  to add items



Next, please click on the Text Field button  and also add a text field to the form:



Please Save and Publish and view the page - if you click on Buy now, you will notice that the additional information will also be passed on as part of the order:

 ⇒ 
Of course, you can also add checkboxes, radio buttons, textarea or other form controls: .

Order workflow

Currently, we are using the Manual workflow that simply notifies you (e.g. an email) when an order is placed and we have to manually process the order. For many situations, this is an acceptable and a flexible approach. However, External workflows allow us to add more structure and autonomy to the process. We can connect the order payment to external payment processors, such as, Paypal. We want to change the workflow to External now, so please go to the Manage Shopping Items from Manage site and change the site method from Manual to External and click on Save. You should see a message about the need to update the payment system name and link; therefore, we want to update the Pen product. Click on Edit  to do this and add the payment name (e.g. Paypal) and payment link, e.g.:
<a href="https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&amp;hosted_button_id=ABC340903" target="_blank" rel="nofollow"><img src="https://www.paypal.com/en_US/i/btn/x-click-but21.gif" alt="Dummy pay link"></a>

Click on Save and you should see the details updated:


Now, as part of the process, the buyer will be asked to pay using the link provided. The following are the workflow steps for External:
  Step Performed by Method Description
1 Add to cart Buyer Manual and External Buyer to add items to the cart
2 Order cart Buyer Manual and External Buyer to fill in the order form (i.e. address)
3 Confirm order Buyer Manual and External Confirmation from the buyer.
4 Owner confirmation Owner External only Owner to confirm that the order can be processed. The order can also be cancelled.
5 Confirm payment Buyer External only Buyer to pay for the order and confirm. The order can also be cancelled.
6 Confirm dispatching Owner External only Owner to dispatch the items.
7 Confirm receiving Buyer External only User to confirm receiving the items.

In step 4, after the buyer has confirmed the order, you will be asked to confirm it as the owner:


The buyer would then be asked to make the payment in step 5:


All of the orders that are still in progress will be visible in the Cart page (from the Cyteis toolbar) for the buyer. For the product owner, the order updates are accessible through the Manage Pending Orders page in the Manage site page.

Browsing order history

You can view all of the orders placed on your site as well as orders placed by you (i.e. as a viewer of Cyteis). To view the historical orders on your site, click on View Order History from the Manage site page.To view the orders placed by you as a buyer, click on Cart from the Cyteis toolbar and then on View History from under the "Previous Orders Workflow".
 

Comments

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