E-Commerce

Managing Orders

Convergence allows you to manage sales and orders directly from the CMS. Whenever an order is placed by a customer you should receive an email from FoxyCart that outlines the order details. This information will also be availible from the Store section of your site administration dashboard. All of your orders are kept in this area for you to reference and manage.

To access your Store, select "Store" from the black admin toolbar at the top of your site. Now go to the "Sales" tab to view information about all orders that have been placed. By default this area will only show sales placed today. To view all sales simply select a filter from the panel on the right.

The left panel will show a list of orders by order numbers. Keep in mind that an order can contain multiple products or multiple quantities of several products.

By clicking on an order on the left panel, information for the order will be shown on the right. Here you can see exactly what was orderd, in what quantities, and where it needs to be shipped. Once you have fulfilled an order, you can click the green "Mark as Fulfilled" button to categorize that order as fulfilled. This helps you keep track of which orders have left your warehouse and which still need to be processed.

You can organize your order list by orders that have or have not been fulfilled. On the left panel, click the "Ship?" filter to organize ascending or descending by which orders have shipped and which have not.

At any time you can refresh your sales list to get the most up-to-date sales stats. To do this, simply click the green  "Get Latest Sales" button at the top of the Sales Dashboard.

If you use third-party software to manage and organize your sales, you can export your sales data from the dashboard. Click on the Sales tab to refresh the sales area. On the right hand panel look at the bottom for a link named "Export Sales to Excel (.CSV)". This may also come in handy if you like to manage your sales from spreadsheets. Learn more about this concept below.

 

Products and Categories

(NOTE: Only for sites with Convergence Commerce activated)

  1. Login to your site
  2. Click STORE in the top right corner.
  3. Click on the product you wish to edit.
  4. You can see all the product editing options including variants, images, categories, etc.
  5. If you click the small link to View on site (above the product title), a new window opens and you can see that you have some product editing options on the live site (the blue bar appears).
  6. Back in the admin side of things, if you click on the CATEGORIES tab in the top left, you can see and edit Categories as well – they have fields similar to products (like images and descriptions), but they can also be nested (so you can build a store architecture).
 

Categories

  1. Login to your site
  2. Click STORE in the top right corner.

  3. Click on the CATEGORIES tab.
     
  4. Categories have fields similar to products (like images and descriptions), but they can also be nested (so you can build a store architecture).You can click on a category in the left column and edit it in the right column.
  5. To add a new category, click the button at the top that says, "Add New Category".
  6. Enter a name for your new category and click the Save button.
  7. You can now enter the details for your category, such as description.
  8. Use the dropdown list to organize your new category into the correct place in the store architecture by choosing parent categories, if any.
  9. You can upload an image for this category and choose to show it on your site or not, by toggling the yes/no button.
  10. Save your changes at the top!
 

Add a Product to Your Store

  1. Login to your site
  2. Click STORE in the top right corner.
  3. Click the button at the top Add New Product to the Store
  4. Type in the product name
  5. Click Save
  6. Enter the DESCRIPTION OF THE PRODUCT
  7. Fill in the PRODUCT VARIANTS. You can add a product variant. For example, if you are selling a shirt and it comes in different sizes, you may want to add size as a product variant.
  8. Choose which Category this product falls under by grabbing the category title on the right and moving and dropping it under Categories on the left side of the screen.
  9. Click the link Add a New Image to upload an image of the product.
  10. SHOW THIS PRODUCT ON YOUR SITE? Click the ON button if you want to show this product live on your site. Click the OFF button if you'd like to keep it hidden and not show up live on your site.
  11. ALLOW PURCHASING? Click the ON button if you want to allow customers to purchase this product. Click the OFF button if you would like to keep this product from being purchased.
  12. THIS PRODUCT IS NEW Click the ON button if you would like this product featured as new. CLick the OFF button if this is not a new product or if you do not want it to be featured on your site as new.
  13. THIS IS A FEATURED PRODUCT Click the ON button if you'd like this to be one of the products featured on your website. Click the OFF button if you do not want this product featured on your website.
  14. THIS PRODUCT IS ON SALE Click the ON button if you want this product to be featured as on sale. Click the OFF button if the product is not on sale.
  15. Confirm that all fields have been filled in and properly selected.
  16. Click the Save Changes button at the top of the screen.
 

Importing Products with a CSV file

To upload your products with a CSV file.  Open up your favorite spreadsheet program (like Microsoft Excel) and insert the following columns in order (make sure they are lowercase).  Once your CSV is complete, login to your site, click STORE, make sure you are on the PRODUCTS tab and click Import Products.

To help you get started, here is a sample product CSV.  This would add one product to your store named "Coffee" - the product comes with two different variants, a 16oz and a 24 oz size.

Example Product List (CSV)

(* denotes required columns, but please don't use the * symbol in your CSV file)

(** denotes columns that are required if you are creating new products, if you are updating products that you have previously exported, you don't need these columns) 


Column NameDescription
id*

Can be left blank when importing new products

name**

Product name
Note: if you are uploading multiple variants of a product, only type the product name on the first row of all the variants, the rest of the rows should have a blank under name. More on variants below.

url**

You can leave this field blank, Convergence auto-creates a product url based on the name column

category**

Categories, supports nesting and multiple categories (categories not found on your site will be auto-created).  > (greater than symbol) denotes nesting and ; (semi colon) separates multiple categories.
For a clothing site this could look like:
Clothes>Shirts>T-Shirts;Men's;Seasons>Fall 2012

description**

Product description

type**

Product type – use standard - if the product is a recurring subscription product use subscription

new**

1 if product is new, 0 if not

featured**

1 if product is a featured product, 0 if not

sale**

1 if product is on sale, 0 if not

Variant-Specific Columns
sku*

Product SKU - this SKU should be unique (to track inventory) - and should be different for each variant

price**

Product price - this can be different for each variant
Note: No currency symbol is needed, so enter prices like 14.49

weight**

Product weight - this can be different for each variant
Note: Weight is in pounds - no symbol needed, like: 2.5

qty**

Product quantity - this can be different for each variant

Optional Columns
variant:Option

Use this column to create different options for your product variants.  For example you could create a column named variant:Size - then you could add a row for a product named T-shirt. Then under variant:Size you could enter Small.  Next create another row with no product name - see note above under name - change any of the Variant-Specific options above, and enter Large for the size.  In Convergence one product named T-shirt is imported with multiple variants.

field:Name

Use this column to create different custom fields for your products.  Note that these are per product and not per variant.  An example would be field:Dimensions - under this column you could input different dimensions for each product.  To import a field as a textarea, use: field:Example:blurb - For sites with Item Lists activated, you can even import as a dropdown list from one of your Item Lists.  If you had an Item List named Colors, you could create a column like: field:Colors:dropdown

 

Exporting your products to a CSV file

Convergence can export your products to a CSV so that you can import them elsewhere if you need.  You can even export them from Convergence and update some values and reimport them to quickly update a batch of products.

The columns that are exported are the same as the fields for importing.

To export your products:

  1. Login to your site and click STORE.  
  2. Click the PRODUCTS tab
  3. If you only need products from a particular category - choose that category on the dropdown menu on the righthand side of the page.
  4. Click Export Products to Excel (.CSV) 
 

Automatic Inventory Deduction

In Convergence, your store can automatically track inventory based on customer purchases.  You have to configure FoxyCart in order for this to work.  Here are the steps:

  1. Login to FoxyCart
  2. Under STORE click advanced
  3. Enable Would you like to enable your store datafeed?
  4. For datafeed url type the following:

    http://www.convergencecms.co/admin/cart/f/submit.php?siteurl=SITEFOLDER

    where SITEFOLDER is the name of your site (the subdomain that appears before .convergencecms.co when you're logged in to your site)
  5. Click Update Advanced Features

That's it!  Your store will now automatically deduct inventory from products as customers purchase them from your store.