UXi® Commerce Cart Tutorial

 

This cart is perfect for clients with small numbers and pretty simple products. It has a little room for simple options like size and color, but a lot of heavy price changes are more work intensive than other carts. It’s straight forward and fairly easy to use.

 

This tutorial will walk you through setting up your store, filling it with products and fulfilling orders.

 

General Store Settings

Running Your Store

Discounts & Marketplaces

 

 


Setting Up Your Store

Once you have your log in credentials, log into your store. You’ll need to start with the basics of setting up your store. 

Once logged in, click on System Settings in the top right.  You should be looking at the Store Profile tab on the General Settings.  Fill out as much of the requested information as possible. Skip the Starter Site tab. Go through and fill out as much as possible on the Formats & Units, Languages, Cart and Legal tabs.

 

Destination Zones

When you are done setting up the general store information, you’ll need to set up your destination zones.  These are used to create tax and shipping rules that are applied to a specific region. For example, if you will be charging different tax for different countries, or need to charge tax in one state and not another, you will set up each region to control this.

 

Shipping

Here you will be able to set up all your shipping settings.  Click New Shipping Method.  Select how you want to calculate shipping out of the 3 options: Carrier-calculated, Flat rate or Custom table.

For Carrier calculated you might need to have accounts with one of the accepted carriers.  Once you choose your carrier, enable and disable the services you will offer, then click Account Details and enter your account information. Lastly you will enter a name for this shipping method.

For Flat Rate you will simply choose a flat rate by dollar amount or by percentage, enter the amount and enter how many business days it usually takes to ship.

For Custom table you can set up the shipping rate, then the table (either based on dollar amount or weights) then enter the amount and enter how many business days it usually takes to ship.

You may set up more than one shipping setting, but be sure none of them conflict. You may also set up multiples and enable or disable them as needed.

 

Taxes

You will need to do a little research to make sure you have the correct tax rates.  Once you have that information you will simply click New Tax, give it a name like Colorado or El Paso County, choose what all the taxes apply to and what it’s defined by and then put in the rate.

 

Payment

Here you will be able to set up your payment options.  You will see a list of methods on the left with method specific settings to the right.  Enable any payment methods you will be using by clicking the Enable link on the right.  For certain methods, you will need to put in more information under Payment Processor.

Credit Card: for this payment method you will need to choose your payment gateway and put in your account information when prompted.

 

 

 

You will not need to do anything with Design, Mail, Social Tools and API.

 

 


Running Your Store

Setting up categories

After logging in, click on Catalog in the top navigation bar. Here you can see the products, categories and product types in a sub menu.

When you’re on the Catalog page, click on Categories in the submenu. 

If there isn’t a place on that first page to put in the new category name, image and description, click ‘New root category’ at the top.  Here you will put in the category name, image and description and click Save in the blue box to the right.  If you have products in already, you can also click over to Category Products and Assign Products to the category from here.

Once you have created your top level (aka root or parent category) you will be able to create your sublevel categories.  To do this, click on the name of the top level category and then click the button at the top ‘New subcategory’. Just like setting up the top level categories, you will put in the name, image and description of the new subcategory and click Save in the blue box on the right.

 

Setting up products

Product Types

Setting up product types will allow you to add certain fields that can be displayed on specific products, such as Brand and UPC.  These are not product options such as sizes or colors that the customer may choose.  These are only for informative purposes that can be applied to every product with the product type applied to it.  Click ‘New product type’ and choose a type of product out of the list provided.  Once you have chosen the initial set, you may add any other additional product details here.  You can also choose if you want these attributes displayed in the description or not at all on the product detail page.  You will be able to apply these when editing or creating a product.

 

Products

Click ‘Products’, then ‘New product’.  Here you will put in the name of the product, first image, SKU, weight, and description.  At the bottom of the page you can choose which categories the product will be displayed under. Here you can also input the product’s price.  In the blue box on the right, put in the price of the product.  Click the circle with two arrows on it to reveal more pricing options.  Here you may put in a ‘Compare to’ price and bulk pricing.  You can enable or disable the product here as well.  To set inventory levels, click the next circle with arrows.  You may put in the quantity of this product that you have in stock and choose when to be notified at a low stock or you may choose to not track this at all. When this information is complete, click on the next tab, Attributes. 

Here is where you will be able to change the type of the product to a type that you have already set up.  All products will default to the General product type. Next tab is Options.

To set up options like colors or sizes or any other selectable options that you might have.  You may also choose what type of option it should be.  You may choose from drop down list, radio buttons, checkboxes, text field (small), text area(large), date picker and upload files. After you name the option, click New Selection to put in the list of selectable values.  Here you can also put in a variant price for a specific selection that will add or subtract from the base price. There is a sub-tab here which allows you to make changes based on specific option combination selections.

On this next tab you can upload more images for this product.  Simply click the ‘Upload images’ button and select your image files. The next tab is for any files that may be needed for the product, such as pdf files for instruction or specs.

On the Tax and Shipping tab you may input any product specific tax or shipping settings.  You may choose free shipping, fixed rate per item, using global settings or using global settings with a fixed rate per item added.

Lastly, you may choose any related product.  Click ‘Assign products’ to choose from a list of existing products.

 

Orders

Once you have all your store settings set up and your products in, you will be ready to sell! Now you will need to manage your incoming orders.  Click on ‘Sales’ in the main top menu.  This page shows you an overview of all recent orders.  You may choose to look at these in Compact or Expanded view.  From this screen you are able to see the entire order by clicking on the small arrow under the order title. This will show you all the purchased products, the quantities and prices.  You can change the payment status of the order to one of the following:

  • Accepted
  • Declined
  • Cancelled
  • Queued
  • Chargeable
  • Refunded

You may also change the fulfillment status to one of the following:

  • New
  • Processing
  • Shipped
  • Delivered
  • Will Not Deliver
  • Returned

*Note: changing the payment status to Refunded will change the fulfillment status to Returned.

You may also print your invoice from here.

To see the order details, simply click on the order title.  This will take you to another page that shows you all the information about the products, price and quantities, as well as the shipping, tax, client and payment details.  You can also change the payment and fulfillment statuses from here, print your invoice and ship.

Lastly, you can check on unfinished orders by clicking on the Unfinished sales in the submenu. This will show you a list of the unfinished orders.

 

Customers

Set up and manage your customers by clicking on the ‘Customers’ tab. This will show you a very simple list of your customer’s names, emails, if they are in a customer group and how many orders they’ve made.

You may set up customer groups on the next sub tab.  This will allow you to set up groups of people so that you can give discounts according to the group.  You can do this in the next section.


Discounts & Marketplaces

Discounts

To set up discounts, click on Promotions in the top menu.  Here, set up your discount coupons.  Click ‘New coupon’, name your coupon (specific enough so you know what it’s for ie. 10% off or Free Shipping over $50).  For the code itself, you can leave the pre-generated code or put in a custom one.  Choose if you want a discount of a dollar amount or percentage off or if you want free shipping. You can also set up a time frame for your discount and put limits on it.

On the next tab you can set up your storewide discounts.  You can do this based on the customer group or the subtotal or both. On all of these you can choose whether you want to give a percentage or a dollar amount off. Click ‘Save’ when you’re finished.

Marketplaces

To set up your Google Shopping Feed, click on the Marketplaces tab under Promotions. Hover over the Google and click the blue button that says ‘Enable Feed’. This will take you to a page where you will set up your Google Shopping Feed settings.

You will need to make sure the feed is enabled, then choose a main category of your store in general and the condition of your products.  Once you have those set up, you can copy the feed url and set up your feed in your Google Merchant Center.  The instructions for setting up your feed are on the right.

*Note: You will need to set up your Google Merchant Center and Adwords accounts separately.