Introduction To Catalogs, Categories & Products Overview

May, 2016 by Graham Torpey

OmniChannel Commerce uses an association of three data groups to determine members of a catalog - catalogs, categories, and products. The categories are the "middle association" that links products to catalogs. This allows greater flexibility in data organization especially for larger multi-channel businesses.

• Catalogs and categories as the primary tools for organizing products
• Important tools for managing multiple websites with multiple product lines
• Tagging products with categories
• Associating categories to catalogs

Introduction To Product Management Overview

May, 2016 by Graham Torpey

Product Management Overview

• Access product data from Products on top menu ribbon
• Define product search filters
• Build menus
• Define attributes of products such as add-ons, variants, keywords, policies, manufacturers and more

Advanced Product Management - Product Variants

June, 2016 by Graham Torpey

Product Variants

• Simple Variants and Complex Variants can be defined
• When to use Simple Variants and when to use Complex variants - what are the differences
• Example of clothing product with variants for size
• A variant is tracked as it's own unique product

Advanced Product Management Tools

June, 2016 by Graham Torpey

Product ManagementTools

• Modify many products at once
• Develop and use formatting styles for your web site
• Create and assign attributes
• Easily make changes to large groups of products

Introduction To Key Product Reports

May, 2016 by Graham Torpey

Highlights of some of the popular/most used product reports related to data entry and data cleanup for setting up a new online business. Products with missing information in key fields will not display in catalogs by default. These reports help identify such products.

• Missing Related Products Report
• Missing Manufacturer Report
• Missing Product Image Report
• Missing Product Description Report
• Missing Department Categories Report

Transfering Products between Locations

June, 2017 by Michael V Khalsa

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Relating Products and Articles with Each Other

March, 2016 by Michael V Khalsa

read more

Print Product Labels

April, 2016 by Michael V Khalsa

read more

Transfering Products between Locations

April, 2016 by Michael V Khalsa

read more

Advanced Returns & Refunds for Online Orders

June, 2016 by Graham Torpey

Processing Returns for Online Orders

• How to search for an order including completed orders
• How to void a very recent order that is not in completed status
• Giving money back to a customer for cash payments
• Receiving goods back to inventory

Advanced Website Search Filters

June, 2016 by Graham Torpey

Creation and uses of web site search filters

• Prerquisite - products must be set up with categories assigned
• Search groups and subgroups are based on categories
• OmniChannel Commerce search engine looks at catalogs and products with matching categories to identify search matches
• Keywords and manufacturer are separate search criteria

Advanced POS Shipping Holds

June, 2016 by Graham Torpey

Point of Sale Shipping Holds feature allows for an in-store order to be converted to an online order. This can be useful for gift purchases, layaway purchases, or ship to home or third party purchase.

• In Point of Sale (POS) open a cash register
• Choose Ship Hold
• Allows for a POS transaction to convert to an online order
• Great for in-house orders to be shipped to home or third party drop-ship

Advanced Manual Order Fulfillment

June, 2016 by Graham Torpey

Manual Order Fulfillment

• Search the order queue
• Review order status
• Load Order Management module
• Review order summary

Introduction To Popular & Most Used Sales Reports

May, 2016 by Graham Torpey

Highlights of some of the popular/most used sales reports

• Reports and Tools from the main menu in OmniChannel Commerce has the Reports Home where all reports are found
• Cash Flow Reports - high level view of all sales channels shows all sales activity by sales channel
• Top Selling Products Report - look at product sales for a specific time period
• Promo Code Usage Report - Which promotions were most effecitve?

Introduction To Set Up Shipping Methods & Policies

May, 2016 by Graham Torpey

Set Up Shipping Methods & Policies

• Relationship between shipping methods, shipping policies and shipping profiles
• Defining your shipping strategies is a primary setup component to going live with your web site
• Simplified shipping setup uses default main domestic & intl shipping profile
• How to enable shipping methods for a shipping profile

Introduction To Set Up Shipping Provider Accounts

May, 2016 by Graham Torpey

Set Up Shipping Provider Accounts

• Shipping provider accounts are required to perform basic shipping and to generate shipping labels
• Use of stamps.com is common among our customers
• Integration of shipping accounts within OmniChannel Commerce
• Set shipping labels and top-up postage

Introduction To Reports And Tools Overview

May, 2016 by Graham Torpey

Reports & Tools Overview

• Health & Activity Dashboard
• How many active/inactive products
• Database management tools
• Tech tools for web site diagnostics for technical staff

Introduction To Catalog and Category Setup

May, 2016 by Graham Torpey

Catalog & Category Setup

• Recommended steps for setting up catalogs from scratch
• Conceptually, catalogs often correlate to the top level menu of the web site, but they don't have to
• How to add a new catalog in OmniChannel Commerce
• How to add a new category in OmniChannel Commerce and assign to catalog(s)

Introduction To Catalog Menu Setup

May, 2016 by Graham Torpey

Catalog Menus Setup - How to create the main site navigation

• Use the Menu Builder in the Content Management (CM) section of OmniChannel Commerce
• Create menu links for direct link to catalogs
• Create custom menu links
• Use default catalog name or define custom menu item names or both

Introduction To Supply Chain Overview

May, 2016 by Graham Torpey

Supply Chain Overview - OmniChannel Commerce has a completely integrated set of supply chain functionality

• Manage vendor accounts - this is where purchase orders are created and managed
• Review vendor purchase order history
• View products sold by vendors
• Set up and manage purchase orders

Introduction To Shipping General Setup

May, 2016 by Graham Torpey

Shipping General Setup

• Global Shipping Setup
• Shipping profiles
• Domestic and international shipping methods
• Setup shipping business rules for special shipping cases

Introduction To Promotions & Discounts Overview Part 1

May, 2016 by Graham Torpey

Promotions and discounts can be defined across multiple sales channels, for example physical storefront(s) and web site(s) can share the same promotion groups, but they don't have to.

• Use Money Central from the Setup menuitem in the top ribbon and choose the discount tab
• The three primary types of Promotion groups are: Quantity Discount Methods, Promotion Codes, and Order-wide discounts
• Promotions can be based on sales groups for products or on customer groups
• Promo codes is the most popular and easy to use method

Introduction To Taxes Setup General Overview

May, 2016 by Graham Torpey

Taxes Setup Overview - How to set up tax profiles and apply them to sales channels

• Set up tax agencies, rates and profiles
• First determine your tax agencies ie. county, state, city taxes
• Can have multiple tax classes per tax agency
• Tax profile - add applicalbe region

Introduction To Point Of Sale Overview

May, 2016 by Graham Torpey

POS, or Point of Sale, is where all in-store transactions are processed

• Access and open cash register(s)
• Create a new sales receipt
• Cancel a sales receipt
• Move cash from the drawer

Introduction To Money Central Setup

May, 2016 by Graham Torpey

Money Central is where all money, currency, and tax related information is set up for website(s) and point of sale location(s)

• Setup one or more payment profiles that determine the types of payment you accept
• Setup merchant credit card and on-line check processors for processing payment on your website
• Assign a previously created payment profile to each of your sale types (wholesale, retail, domestic, international ...).
• Setup up one or more tax profiles (the tax someone pays when receiving goods in a particular region and locality).

Introduction To Payment Processor Setup

May, 2016 by Graham Torpey

Payment Processor Setup

• Learn how to access Payment Profiles from within Money Central in the Setup area of OmniChannel Commerce
• Add a payment processor from the list of supported payment gateways
• Supported payments gateways are: Authorize.net, Global Payment, PayPal Express, PayPal Pro, Moneris, and Stripe
• Payment Providers each have their own setup credentials which have been integrated into OmniChannel Commerce

Introduction To Customer Account Features

May, 2016 by Graham Torpey

Customer Account Features Overview

• Access account management from Accounts -> Accounts Home on top menu ribbon
• Manage account data such as: name, password, account type, pricing qualification(s), assigned sales rep, email address, company name and more
• View account groups
• Search for an account

Introduction To Email Setup Features

May, 2016 by Graham Torpey

Email Setup Features

• OmniChannel Commerce supports email features in 2 ways: transactional emails and plugin support for external email programs
• Set up mail servers and email accounts
• Create and use custom email templates
• Need 3rd party email account to set up email features

Introduction To Promotions & Discounts Overview Part 2

May, 2016 by Graham Torpey

Promotions & Discounts Overview Part 2.

• How to set up sale groups
• Discount products by sale group
• Set up alternative pricing
• How to enable special pricing for customer accounts

Article Management

March, 2016 by Michael V Khalsa

This is where you add, edit, or delete your articles and blogs. OmniChannel Commerce has extensive support for articles and blogs with advanced organizational, workflow, and display features that are fully integrated into the platform as a whole. For example, you can link blogs to a particular product as well as displaying them in site-wide search. As a demonstration of its versatility, the documentation you are now reading is managed within it. read more

Content Management of Web Photos

April, 2016 by Michael V Khalsa

Web Photos are used for content management of images for display on your website. Products, catalogs, etc., have their own set of images; so web photos are used in other ways. For example, on the images on you home page, in banners, listing images for articles, photo galleries, etc. read more

Purchase Orders

May, 2016 by Michael V Khalsa

A purchase order is a list of products that you want to order from a single vendor. It includes all of the relevant details such as where to send the products to, a ship date, cancel date, terms, and even line item notes for products. When you are ready to receive products, it also encapsulates the receive vouchers and return vouchers (return vouchers can also be created outside of a purchase order). Of course you can print the purchase order or its vouchers read more

What Is OmniChannel Commerce?

March, 2016

OmniChannel Commerce is the future of eCommerce, and it is here today. eCommerce is to simple of a term, failing to describe the real landscape of selling physical products in our digitized marketplace. Even if you are not a huge company, you are competing in an omni-channel environment, otherwise known as a multi-channel market. This can become a very dynamic landscape with lots of moving parts. In simple terms, omni-channel refers to the combination of ‘sales channels’ that include (but are not limited to): eCommerce websites, marketplaces (ebay, amazon, buy.com, google shopping, facbeook etc), physical storefronts (POS), phone/direct, mobile point-of-sale, affiliate selling / sales reps, and so forth. OmniChannel Commerce is the landscape of sales channels, fulfillment channels, and all the bits of data inbetween. read more