Está en la página 1de 164

TomatoCart User Guide

Elootec Technology Co., Ltd.


Edition 1.0
April 2010

Table of Contents

Table of Contents
Preface.............................................................................................1
About This Guide......................................................................................................1
What This Guide Covers..........................................................................................1
Who This Guide is for...............................................................................................1
Conventions.............................................................................................................2
Getting Help.............................................................................................................2

Chapter 1: Introduction...................................................................3
What is TomatoCart?................................................................................................3
TomatoCart License.................................................................................................3
Store Front and Administration Panel......................................................................3
Store Front...........................................................................................................................3
Blocks................................................................................................................................................3
Functions...........................................................................................................................................4

Administration Panel............................................................................................................5
Desktop Environment.......................................................................................................................5
Setting Desktop.................................................................................................................................6
Managing Modules...........................................................................................................................9

Chapter 2: Getting Started.............................................................12


System Requirements............................................................................................12
References:........................................................................................................................12
System Requirements:.......................................................................................................12

Downloading TomatoCart.......................................................................................12
Installing TomatoCart..............................................................................................12
Preinstallation Procedure...................................................................................................13
Web Based Installation Procedure.....................................................................................13
Starting Installation Procedure........................................................................................................13
Configuring Database Server..........................................................................................................13

Table of Contents
Configuring Web Server..................................................................................................................14
Configuring Online Shops..............................................................................................................15
Completing Installation...................................................................................................................16

Uninstallation Procedure....................................................................................................16

Chapter 3: Starting Your Store......................................................17


General Configuration............................................................................................17
Wizard Configuration..........................................................................................................17
Store Configuration.........................................................................................................................17
E-Mail Options Configuration........................................................................................................19
Shipping/Packaging Configuration.................................................................................................20

Basic configuration.............................................................................................................21
My Store..........................................................................................................................................21
Minimum Values/Maximum Values................................................................................................21
Images.............................................................................................................................................22
Customer Details.............................................................................................................................22
Shipping/Packaging........................................................................................................................23
Product Listing................................................................................................................................23
Stock................................................................................................................................................24
Product Details................................................................................................................................26
Order Settings.................................................................................................................................27
E-Mail Options................................................................................................................................27
Regulations......................................................................................................................................28
Credit Cards....................................................................................................................................28
Program Locations..........................................................................................................................29

Sales Preparation...................................................................................................29
Shipping ............................................................................................................................29
Flat Rate..........................................................................................................................................29
Free Shipping..................................................................................................................................30
Per Item...........................................................................................................................................30
Table Rate........................................................................................................................................30
USPS...............................................................................................................................................31

II

Table of Contents
Zone Rates.......................................................................................................................................31

Payment.............................................................................................................................32
Payment Modules............................................................................................................................32
Settings of Authorize.net Credit Card ............................................................................................32
Currencies.......................................................................................................................................34
Credit Cards....................................................................................................................................35

Zones and Tax....................................................................................................................35


Countries ........................................................................................................................................36
Zone Groups....................................................................................................................................36
Tax Classes......................................................................................................................................36

Order..................................................................................................................................38
Order Status.....................................................................................................................................38
Order Total Modules.......................................................................................................................38

Other Configuration................................................................................................39
Emails Templates ..............................................................................................................39
Information.........................................................................................................................39
GeoIP Modules...................................................................................................................40
Services..............................................................................................................................40

Chapter 4: Designing Your Store..................................................44


Logo........................................................................................................................44
Uploading Store Logo........................................................................................................44

Templates...............................................................................................................44
Applying Template..............................................................................................................44

Modules..................................................................................................................45
Module Introduction............................................................................................................45
Boxes ..............................................................................................................................................46
Content............................................................................................................................................47

Displaying Modules............................................................................................................47
Boxes...............................................................................................................................................47
Content............................................................................................................................................49

Uninstalling Modules..........................................................................................................50
Uninstalling in all templates...........................................................................................................50

III

Table of Contents
Uninstalling in specific templates...................................................................................................50

Chapter 5: Setting Up Your Catalog..............................................51


Simple Products.....................................................................................................51
Manufacturers ...................................................................................................................52
Adding Manufacturers....................................................................................................................52
Checking Manufacturer of Product.................................................................................................52
Displaying Manufacturers in the Product Listing...........................................................................53
Manufacturers Related Modules.....................................................................................................54

Weight Classes..................................................................................................................55
Adding Weight Classes...................................................................................................................55
Checking Weight Class of Product..................................................................................................55

Quantity Discount Groups/Customer Groups....................................................................56


Adding Customer Groups...............................................................................................................56
Adding Quantity Discount Groups.................................................................................................57
Checking Product Quantity Discount Groups.................................................................................58
Product Quantity Discount Groups in the Frontend........................................................................58

Product Quantity Units.......................................................................................................59


Adding Quantity Units....................................................................................................................59
Checking Quantity Units of Product...............................................................................................59

Categories .........................................................................................................................59
Adding Categories...........................................................................................................................59
Move Category ...............................................................................................................................60
Checking Categories of Product.....................................................................................................61
Categories in Frontend....................................................................................................................61

Product Variants.................................................................................................................61
Adding Variants...............................................................................................................................62
Checking Variants of Product..........................................................................................................62

Product Attributes...............................................................................................................63
Adding Attributes............................................................................................................................63
Deleting Attributes..........................................................................................................................64
Choosing Attributes of A Product...................................................................................................64

IV

Table of Contents
New Product ......................................................................................................................65
General ...........................................................................................................................................65
Meta Info.........................................................................................................................................65
Data.................................................................................................................................................66
Product Expected/Upcoming Product.............................................................................................67
Categories........................................................................................................................................67
Images.............................................................................................................................................68
Variants............................................................................................................................................68
Attributes.........................................................................................................................................69
Xsell Products.................................................................................................................................70

Virtual Products .....................................................................................................71


Downloadable Products ........................................................................................71
Downloadable Product Options..........................................................................................71
Downloadable Products Related Modules.........................................................................72
Order Settings.................................................................................................................................72
Purchased Downloadables..............................................................................................................73

Gift Certificate Products ........................................................................................73


Gift Certificate Options.......................................................................................................74
Gift Certificates Related Modules.......................................................................................74
Order Settings.................................................................................................................................75
Gift Certificates...............................................................................................................................75

Chapter 6: Managing Customers And Orders..............................76


Managing Customers.............................................................................................76
Customer Self-help............................................................................................................76
Registration.....................................................................................................................................76
My Account.....................................................................................................................................78
My Orders.......................................................................................................................................79
My Wishlist.....................................................................................................................................81
My Notifications.............................................................................................................................83

Customer Account Administration......................................................................................83


Registration ....................................................................................................................................83
Customer Track...............................................................................................................................85

Table of Contents
Organizing Customer Groups ...........................................................................................87
Adding a Customer Group..............................................................................................................87
Assigning Customers to Customer Groups.....................................................................................87
Assigning Customer Groups to Quantity Discount Groups............................................................88

Managing Customer-Generated Content...........................................................................88


Search .............................................................................................................................................88
Compare Products...........................................................................................................................91
Tell A Friend....................................................................................................................................91
Customer Reviews..........................................................................................................................92

Managing Orders ...................................................................................................94


Order Management............................................................................................................95
Orders .............................................................................................................................................95
Purchased Downloadables............................................................................................................103
Gift Certificates.............................................................................................................................104
Invoices.........................................................................................................................................106

Abandoned Cart...............................................................................................................108
Sending an Inquiry Email ............................................................................................................108

Return Management........................................................................................................109
Return Requests............................................................................................................................109
Credit Slips....................................................................................................................................110

Reports.............................................................................................................................111
Product Report...............................................................................................................................111
Order Report..................................................................................................................................111

Chapter 7: Promotions................................................................112
Product Promotion Modules.................................................................................112
New Products...................................................................................................................112
Boxes.............................................................................................................................................112
Content..........................................................................................................................................112

Also Purchased................................................................................................................112
Cross Sell Products..........................................................................................................113
Upcoming Products..........................................................................................................113
Product History.................................................................................................................113

VI

Table of Contents
Best Sellers......................................................................................................................114

Pricing...................................................................................................................114
Quantity Discount Groups................................................................................................114
Specials ...........................................................................................................................114
Installing Specials.........................................................................................................................114
Adding Specials............................................................................................................................114
Batch Adding Specials..................................................................................................................115

Coupons and Store Credits..................................................................................116


Coupons...........................................................................................................................116
Creating a new coupon..................................................................................................................116
Sending a coupon..........................................................................................................................118
Receiving Coupon Code Email.....................................................................................................119
Redeeming a Coupon in the Store Front.......................................................................................120
Viewing Redeem History..............................................................................................................121

Store Credits....................................................................................................................121
Checking Customers with Store Credits.......................................................................................121
Paying with Store Credits.............................................................................................................121
Store Credits in Orders..................................................................................................................122

RSS Feed.........................................................................................................................123
Subscribing RSS Feed...................................................................................................................123

Email Marketing....................................................................................................124
System Emails.................................................................................................................124
Newsletter Management..................................................................................................124
Adding a newsletter .....................................................................................................................125
Sending Newsletters .....................................................................................................................125
Viewing a Log...............................................................................................................................126

Customer Emails..............................................................................................................127
Creating New Email Account.......................................................................................................127
Viewing Emails.............................................................................................................................130
Composing Emails........................................................................................................................131

Chapter 8: Improving Your Store...............................................133


Content Management ..........................................................................................133
VII

Table of Contents
Articles .............................................................................................................................133
Creating an article category..........................................................................................................133
Creating an article ........................................................................................................................133
Installing Article Categories..........................................................................................................134

FAQs................................................................................................................................134
Creating FAQs...............................................................................................................................134
Installing FAQs.............................................................................................................................135

Slide Images.....................................................................................................................135
Creating a new slide image...........................................................................................................135
Installing Slideshow......................................................................................................................135

Product Exhibition................................................................................................136
Image Menu.....................................................................................................................136
Slideshow.........................................................................................................................137
Products Slider/Product Scroller......................................................................................137

Tools.....................................................................................................................138
Administrator Role............................................................................................................138
Creating an Administrator.............................................................................................................138
Administrator Logs.......................................................................................................................138

Banner Management........................................................................................................139
Creating a banner..........................................................................................................................139
Previewing a banner......................................................................................................................140
Viewing the Statistics of a Banner................................................................................................140

Cache Control..................................................................................................................141
Database Backup Management.......................................................................................142
Restoring a backup........................................................................................................................142

File Management.............................................................................................................142
Import/Export ...................................................................................................................143
Exporting Customers' Details........................................................................................................143
Importing Customers' Details........................................................................................................144

Google Sitemaps..............................................................................................................145
Creating Sitemaps.........................................................................................................................145
Submitting Sitemaps to Google....................................................................................................146

Dashboard........................................................................................................................146

VIII

Table of Contents
Server Information............................................................................................................147

Languages............................................................................................................148
Uploading a Language.....................................................................................................148
Importing a language.......................................................................................................148
Editing a Language..........................................................................................................148
Exporting a Language...................................................................................................................149

Editing translations of storefront.......................................................................................150

Index...........................................................................................152

IX

Preface

Preface
About This Guide
TomatoCart is a new generation of open source eCommerce solution by Elootec Technology Company.
It is branched from osCommerce 3 as a separate project. TomatoCart covers nearly all the features a
shopping cart could ever have and is continuing progress with its roadmap. Due to open source,
support will be provided free of charge by our ever expanding community. Compared to other open
source shopping carts, TomatoCart is unprecedentedly easy to use.
This guide demonstrates how to build an effective online store step by step. Besides, it shall update
new information on more features released. With TomatoCart pre-installed, you thereafter need to
construct your store by configuring, designing and improving it; to display your products with detailed
information and by promotions; and to manage customers and orders for better service.
This document not only guides in a planned and organized way. We also intend to present this guide as
simple as TomatoCart is, keep it as straight as TomatoCart Team does. When you are taking a glance at
the contents, to find something interesting, go straight there. There you'll be informed of everything
related to the topic, in details or by reference.
And just don't take our words for it! Try it yourself. See what a store looks with You and TomatoCart!

What This Guide Covers


Chapter I gives you an overview of TomatoCart, the project and the interfaces.
Chapter 2 guides you through TomatoCart system installation.
Chapter 3 focuses on configuring your store and setting rules for selling.
Chapter 4 shows your store designing, including logo upload, template use and module alteration.
Chapter 5 elaborates on product catalog building.
Chapter 6 deals with monitoring and managing customers, and orders from confirmation to return.
Chapter 7 introduces to you how to present your products by promotion.
Chapter 8 covers all you can do to improve your store, by enriching literal content, diversifying product
display, using tools or adding languages.

Who This Guide is for


This guide is for anyone of you who want to create an online store with TomatoCart. If your knowledge
base covers little about technology, never mind, this guide is just for you.

Preface

Conventions
You will find different styles of text:

Tip

Tips appear in a frame like this.

Note
Notes appear in a frame like this.

Tips point out extra functions which you are initially unaware of and which will improve your experience.
Notes are always additional instructions, which you may ignore or get misled.

Getting Help
If you have any questions or problems with this guide or TomatoCart, you may get help from:

TomatoCart Knowledge Base

TomatoCart Community

TomatoCart Team (Contact us) .

Chapter 1: Introduction

Chapter 1: Introduction
What is TomatoCart?
TomatoCart is an innovative open source shopping cart solution. You can see here the most popular
use of concepts, Web 2.0 Technology Ajax. You will also find the feature list with complete functions and
increasingly more. Last but not least, you can hardly tear yourself away from the desktop-andmultiwindow administration panel with other shopping cart solution experience.
Since TomatoCart is open source software, it is downloadable for free at Store Demo.

TomatoCart License
TomatoCart is licensed under the terms of the Open Source GNU GPL 3.0 license. For more details
please visit GNU General Public License.
If you have any questions about licensing you can send an email to Webmaster.

Store Front and Administration Panel


You may wonder how TomatoCart works. What will your store look like when you use TomatoCart? And
what can you do with the store? You will find the explanation here. TomatoCart applies GUI (Graphic
User Interface) to frontend, and RIA (Rich Internet Applications) to backend. By doing so,TomatoCart is
designed to improve your experience.

Store Front
Blocks
Three structural blocks comprise the store front. Each structural block is divided into several
content blocks. The illustration below shows a typical TomatoCart page, highlighting content blocks.

Chapter 1: Introduction

Illustration 1: Blocks

The table below lists content blocks as part of structural blocks.


Structural Block
Header

Body

Footer

Number

Content Block

Note

Store Logo

Identity; link to homepage

Header Links

Quick link to important and popular pages

Navigation Bar

Link to major information of the store

Breadcrumb

Page hierarchy list; Link to parent page

Content

Primary Content, in the middle of the page

Box

Secondary Content, on the sides of the page

Footer

Contain copyright, contact, legal information or other links


Table 1: Store Front Blocks

Structural blocks are fixed while content block within may vary. The variation results in different
templates. Content block is made up of separate modules. TomatoCart offers a list of modules for
choice. Each module carries out a respective function.

Functions
Visitors/Customers, with different modules installed, may succeed in:
1. Creating personal account. With customer details preset in the backend, users have to follow
and provide required information in order to create personal account. Then in the My Account

Chapter 1: Introduction

section, they may manage personal account information, orders, wishlist and notifications.
2. Finding Products, with the guidance of the following modules: Categories, Cross Sell Products,
New Products, Upcoming Products, Best Sellers, Specials, Your Recent History, Customer
Who Purchased This Products Also Purchased and Search.
3. Purchasing with the help of Shop by Price, Manufacturers, Manufacturer Info, Compare
Products, Cross-Sell Products, Ordering Steps, Multi-currencies, Multilingual and Shopping
Cart.
4. Completing checkout procedures: Login, filling billing information, choosing shipping method,
selecting payment method, reviewing orders and confirming.
5. Finding information about stores with Article Categories, FAQs and Information.
6. Serving themselves with Register, Login/out, My Account, My Wishlist, Tell A Friend, Product
Notifications, Reviews and Templates.

Administration Panel
Desktop Environment
TomatoCart's administration panel mimics the user experience of Desktop Operating System,
offering features similar to a PC environment. It is supposed to ease store administration.
Meanwhile, TomatoCart surprises the eCommerce solution world again by multiwindow operation,
which improves efficiency and which no any other eCommerce solution do up to now. The
illustration below is the screenshot of the admin panel.

Illustration 2: Administration Panel

Chapter 1: Introduction

The table below indicates the administration panel components.


No.

Component

Note

Desktop

Operation environment

Powered by TomatoCart

Link to TomatoCart official site. It's not allowed to delete at any use.

Module shortcut

Quick link to important modules

Start menu

Launch modules

Module window

Manage modules

Sidebar

Real-time monitor

Task bar

Start; Quickstart to launch and monitor modules; set the desktop


Table 2: Administration Panel

Setting Desktop
TomatoCart administration panel does not look like desktop behind the Windows In a GUI only, but
works similarly. Click setting your desktop icon on the right side of the task bar and begin to set
your desktop! Each time an item is edited here, it will be marked with an little red triangle.
Modules Setting
All the modules at the backend except the Language Module are listed in the module setting
window. You may have any of the items Autorun, Quickstart, Shortcut or in the Context Menu. The
illustration below shows the module setting window, taking Content Module as an example.

Illustration 3: Modules Setting

1. Autorun

Chapter 1: Introduction

Article Categories is set to autorun, so next time when system starts this item will run
automatically.
2. Quickstart
Article Categories, FAQs and Slide Images are quickstarted. As a result, you see them beside
Start in the task bar. Only the first selected item FAQs is in there while the other two are
hidden, due to the limited quickstart area by the separator. Drag the separator to extend or
abridge.
3. Shortcut
Shortcut item Articles presents itself on the desktop with shortcut icon.
4. Context menu.
Right click the desktop, and items checked by Context menu, Slide Images in this case, will get
listed in.
Theme Setting
Set the windows themes and taskbar transparency. The default setting in the illustration above is
Vista Blue theme and 100% task bar transparency. The illustration below shows what the desktop
looks like when changed to Vista Black theme and 20% task bar transparency.

Illustration 4: Theme Setting

Wallpaper Setting
The illustration below continues with the one above, setting wallpaper.

Chapter 1: Introduction

Illustration 5: Wallpaper Setting

1. Wallpaper
Blank or in picture.
2. Position
Tiled or centered.
3. Background color
Customize favorite background color in Color Picker.
4. Font color
Choose one in Color Picker.
Sidebar Setting
Decorate admin panel as well as keep informed of the realtime information at online store to
simplify store management at the same time. The following figure illustrates the Sidebar Setting
page.

Chapter 1: Introduction

Illustration 6: Sidebar Setting

1. Display Sidebar
Select it in sidebar setting to display, or deselect it to not display.
2. Add gadgets
Double click one gadget; or left click one gadget and drag it to the sidebar panel.
3. Transparency
Change the sliderbar value to adjust the transparency of the sidebar.
4. Background Color
Choose your favorite in Color Picker.
5. Sidebar Toolbar
Configuration button: Show/Hide sidebar setting;
Pagination button: Show all activated gadgets;
Close button: Close sidebar.
6. ShortCut
Go to corresponding module when gadget/record is clicked.
7. Close gadget
A close icon appears when the mouse is over the gadget.
8. Click to fold or unfold the sidebar.

Managing Modules
There are altogether nine main modules in the backend. Each includes several sub-modules and

Chapter 1: Introduction

regulates different aspect of the store.

Content focuses on articles, FAQs and slide images. It is referred to in Chapter 8 Improve Your
Store.

Configuration is made up of wizard configuration and basic configuration, referred to in Chapter


3 Starting Your Store.

Catalog is all about product details. Refer product editing of categories, variants, etc, to
Chapter 5 Setting up Your Catalog. Refer Reviews to Chapter 6 Managing Customers and
Orders. Refer pricing (Quantity Discount Groups and Specials ) and product variety (Xsell
products and Products Expected) to Chapter 7 Promotions.

Customers directs to customer management (Customers, Customer Groups, Orders, Gift


Certificates, etc). Refer Coupons and Customer Emails to Chapter 7.

Definitions mainly concerns product setting (Product Quantity Units, Weight Classes and Image
Groups) and setting for selling (Currencies, Credit Cards Zone Groups, etc ). Refer the former
to Chapter 5. Refer the later to Chapter 3.

Modules are associated with settings for selling too , in Chapter 3.

Reports includes product reports and orders reports, in Chapter 6.

Templates involves store identity and layout, largely in Chapter 4 Designing Your Store. Other
chapters, when relating to certain module in template modules list, will refer Templates too.

Tools discloses the most part of improving administration, in Chapter 8. Besides, Email
Templates is borrowed by Chapter 3, Images by Chapter 5, Newsletter Manager by Chapter 7,
Who's Online by Chapter 6.

As what we said above as multiwindow operation, you may manage several modules all at one
time. These modules share some similar editing tools. Most of these tools are presented with icon
and literal suggestion such as Add, Edit, to name a few. The table below lists commonly used icons
and separate implications. (Others not commonly used will be specified in related section.)

10

Chapter 1: Introduction
Implication

Icon

Implication

Add

Install (Uninstall)

Create Invoices

Move

Credit Slips

PDF Print

Date

Refresh

Default

Search

Delete

Send Email

Download

Status (Enabled, Disabled)

Edit (Not Editable)

Store Credits

Export

Upload

Insert

View
Table3: Common Button List

11

Icon
(

Chapter 2: Getting Started

Chapter 2: Getting Started


TomatoCart applies advanced technologies and is full-featured while it is not picky. It is widely available
and is easy to install. This chapter tells about minimum system requirements to run a TomatoCart store.
How to download and install TomatoCart.

System Requirements
TomatoCart can be installed on any server with PHP preinstalled and with access to a MySQL database
server.

References:

PHP Website
Apache web server Website
MySQL Server Website

System Requirements:

Linux or Windows OS

PHP v5.1.6+(with MySQL extension)

MySQL v4.1.13+ or v5.0.7+

Ext JS 2.2.1

Once you have a hosting environment set up with support for these requirements, you are able to
download and install TomatoCart on your server.

Downloading TomatoCart
TomatoCart is free to download. Just go to Tomatocart Download Page.
If you have successfully downloaded TomatoCart you are now ready to install the software on your web
server or your localhost.

Installing TomatoCart
The TomatoCart project contains a web-based installation component, and it is fairly easy to install. The
following instructions will remark how to get started with installing TomatoCart.

12

Chapter 2: Getting Started

Preinstallation Procedure
TomatoCart has a built-in web based automatic installation system. However, in order to use this
system, the source code should at first be unpacked to a web server either on your local computer or
on an internet host.
Once extracted, {TomatoCart-directory} containing the TomatoCart codes will be displayed under the
extracted directory. The contents of this {TomatoCart-directory}needs to be moved to your web server,
either by copying the directory to your localhost or by using an FTP program to upload them to your
internet host.
You will then need to run the web based installation procedure in a browser and follow up the
instructions described in the procedure.

Web Based Installation Procedure


Starting Installation Procedure
To start with the web-based installation of TomatoCart, you need to open a browser and type in the
URL.
If you are running on your own computer, this will be: http://localhost/tomatocart-directory/install.
Or if you are on a live server,it will be: http://www.mydomain.com/install/ .
You then only need to follow the prompts and fill in all the blanks to finish the installation procedure.
Noticeably, the welcome page on the illustration below should be first shown on the web browser,
and the installation procedure can get started by clicking "install a new online shop".

Illustration 7: Welcome Page of Installation

Configuring Database Server


The database server configuration step is required for configuring the required structure
information in the database, in the form of tables and data relationships.
The configuration page is shown in the illustration below. Information needed for this step should
have been acquired during the pre-installation procedure.

Database Server
Username
Password
Database Name

13

Chapter 2: Getting Started

Illustration 8: Database Server Configuration

The following information is required before you continue the next step:
1. Database Server
The address in the form of a host name or an IP address.
2. Username
To connect to the database server.
3. Password
Used together with the username to connect to the database server
4. Database
Name to hold data in.
5. Database
Type: the database software that is used.
6. Database
Table Prefix to use for the database tables.

Configuring Web Server


The web server configuration step is required to correctly configure the navigation links used within
TomatoCart.

Illustration 9: Web Server Configuration

1. WWW Address
The web address to the online store.
2. Web server Root Directory

14

Chapter 2: Getting Started

Directory where the online store is installed on the server.


3. Work Directory
The work directory for temporarily created files. This directory should be located outside the
public web server root directory for security.(Shared hosting servers should be used /tmp/)

Configuring Online Shops


Online store settings is used to configure the basic information of the store. Information shown in
the following figure could be used to log in the administration panel.
1. Store Name, Owner Name;

Illustration 10: Online Shopping Settings

2. Email Address
This is the one for any emails sent through your website.
3. Administrator Username and Password for the administrator account. The illustration below
shows the login page of administration panel.

Illustration 11: Login Page

15

Chapter 2: Getting Started

Note
The language list is the same as the one in admin> Definitions>
Languages except that the default language (English) is in the first
place in Login page.
4. To log out, find Logout under admin, as you see in the following illustration.

Illustration12: Log out

5. Import Sample Data. Inserting sample data into the database is recommended for first-time
installations.

Completing Installation
After finishing the previous configuration steps the installation procedure is completed, and you can
go to either the frontend or the backend of your live online shop now.

Uninstallation Procedure
It's east to uninstall TomatoCart, three steps are included in uninstallation procedure:
1. Stop the web server and database on which your TomatoCart is installed.
2. Delete the {TomatoCart-Folder} from the current directory of your Web server.
3. Delete your TomatoCart database.

16

Chapter 3: Starting Your Store

Chapter 3: Starting Your Store


After installing, you are actually having your store on TomatoCart as real estate. Then you'll need to
think about constructing store with your own styles and and making selling rules. Specifically, make
decisions of how your customers and potential customers can contact you, what kind of product
information to present to them, how to ship and pay, and how to manage the Reviews module, to name
a few.

General Configuration
General configuration concerns about store information, product details and purchasing options.

Wizard Configuration
You can make a quick configuration of your store under the admin>Configuration>Configuration Wizard

section. Wizard items are primary settings of basic configuration, which covers all the required fields
under Configuration> Configuration. In another word, these items are distributed into the corresponding
modules in the Configuration section. Each update in Wizard Installation will have the same effect on
the one in Configuration. Vice versa.
Without further ado, look at the steps in which you can set up basic information for your store easily.

Store Configuration
Just follow the instructions as in the illustration below.

17

Chapter 3: Starting Your Store

Illustration13: Store Configuration

Store name and store owner name, as you have defined in Configuring Online Shops;

Country and zone, which is required considering tax and shipping calculation.

Tax decimal place;

Invoice start number, which is to define the start number of invoices;

Store address, including store name, and phone. It will display in the store front as contact
information, as in the following illustration.

Illustration14: Contact

Find more in My Store under the admin>Configuration> Configuration>My Store section.

18

Chapter 3: Starting Your Store

E-Mail Options Configuration

Illustration15: E-Mail Options

E-Mail address
As you have defined in Configuring Online Shops. There should be a single Email address;

E-Mail From
It will tell where emails are from. A single Email address too;

Send Extra Order Emails To


Extra Email addresses for backups. If the store owner's Email is not in this listing the store
owner will not be notified of an order. Whereas the 'E-Mail Address' above is for only one entry,
this is how to effectively add addresses to that function.

E-Mail Transport Method


If SMTP protocol is selected, the fields of SMTP Host, SMTP Port, SMTP Username and SMTP
Password are required. If sendmail protocol is set, these above fields are not editable. More
information, go to Email Options.

Send E-Mails
Set to True to send Emails to the customers when they register or checkout after purchase and
set to False to disable the sending of Emails to customers.

Find more in E-Mail Options under the admin>Configuration> Configuration>E-Mail Options


section.

19

Chapter 3: Starting Your Store

Shipping/Packaging Configuration

Illustration16: Shipping/Packaging

Shipping/Packaging information entered here will be used in shipping quote.

Country of Original
It may differ from Country in Store Configuration if your store does cross-border business.

Postal Code

Enter the Maximum Package Weight you will ship


Carriers have a weight limit for a single package.

Package Tare Weight


This is the weight of your shipping box and packing materials. This weight is added to that of
products when computing postage.

Larger Packages-Percentage Increase


This is the minimum portion of packing material for large orders. By setting this to 10, a large
order package increases its weight by 10%.
TomatoCart estimates the weight of packages as whichever is larger: the fixed Tare weight
(product weight plus package tare weight), or the percentage increased of the product weight.
For example, set Tare weight=0.25 and Percentage=10. Then a 1-kilogram package gets 1.25
kilograms worth of postage (1.25>1.1). And 100 kilograms of product gets 110 kilograms worth
of postage (110>100.25).

Default Shipping Unit


The unit of weight to be used for shipping is set as Grams, Kilograms, Ounces, or Pounds.

Find more in E-Mail Options under the admin>Configuration> Configuration>E-Mail Options

20

Chapter 3: Starting Your Store

section.

Basic configuration
Since wizard configuration deals with must-haves, your store is supposed to go with them alone simple
and crude. In order to make it more applicable and considerate to your customers, you have to brighten
it up a bit with more details. Configuration under admin> Configuration divides into 14 sub-sections so
as to present your store even more descriptive. It devotes quite a large portion to yes-or-no and howmany questions.

My Store
This section mainly deals with store configuration and Email options as in Wizard Configuration.
Additional options are:

Allow Guest to Tell a Friend


We suggest you set to True in view of word-of-mouth marketing.

Display Prices with Tax


Display by setting to "True", or not by setting False, up to you.

Minimum Values/Maximum Values


Define the following values:

Credit Card Owner Name:


The minimum number of letters of owner's name, including both the first and the last name.

Credit Card Number


The minimum length.

Review Text
The minimum number of words for a customer to complete a review.

Search Results
The maximum number of products listed in each product page. Of course you may turn pages
to see more, if any. The screenshot below shows Apple search results when setting the
maximum value to 1.

21

Chapter 3: Starting Your Store

Illustration17: Search results

Page Links
The maximum navigation number at the bottom of the product listing.

Order History
The maximum number of orders to display in each order history page.

New Products Listing


The maximum number of new products to display in each new products page.

Categories to List Per Row


The maximum number of sub-categories each row is to list in each
category page.

Address Book Entries


The maximum number of address entries a customer shall have.

Images

Heading Image Width & Height


Define the uniform size of category image showing in the upper right corner of the text body.

Image Required or not.


Set Image Required to true, then all images in the store will list with the misnamed one blank.
Set to false, so that all the images that are valid will show while the blank ones because of
misnaming will not.

Customer Details
You determine here what kind of information is necessary for customer registration and what
numeral requirements it has. This section will work the same on both frontend registration and
backend registration.
Customer details include account information and address information.

Account

22

Chapter 3: Starting Your Store

Gender, first name, last name, date of birth, email address, newsletter subscription and
password.
Address
Company name, street address, suburb, post code, city, state, country, telephone number and
fax number.

Evaluate each item:

True valued
That item is mandatory, and will display with * except Newsletter.
Optional valued
That item is not required and will still display. Customers may fill in the field or not.
False valued
That item is not required and will not display.
Numeral valued
That item is required and has a minimum character limitation.

The following screenshot illustrates these valued items.

Illustration18: My Account Details

Since password was entered yet not following the Customer Details rule, you may continue and
encounter a dialog box reminding Errors have occurred during the process of your form. Please
make the following corrections: Your Password must contain a minimum of 5 characters.
Customers are enabled to continue until they have their passwords in the right quantity.

Shipping/Packaging
This section is a perfect copy of that in Wizard Configuration.

Product Listing
The Product Listing section configures the product listing page, as the name suggests. It arranges
a list of product details available in the store front in column form, using numerals. You will see the
list in the following illustration, which also points out numeral implication.

23

Chapter 3: Starting Your Store

0:Disable
Other(123):
Sort Order

Illustration19: Product Listing Configuration

The store front exhibits accordingly like this

Enable Manufacturer Filter

Enabled; In order

Navigation Bar at the Bottom


Illustration20: Product Listing Page

Stock
Stock is an inventory management tool for store owners to keep track of all products inventory.

24

Chapter 3: Starting Your Store

Illustration 21: Stock

There are five stock settings as the above illustration shows.

Check Stock Level


Check stock level is used to check whether sufficient stock is available in your store. Check by
setting to True, or not by setting to False, up to you.

Subtract Stock
If set to True, Subtract Stock subtracts product out of stock each time a customer orders it. Set
to False, and this function will be turned off. The following figure illustrates a product's quantity
after purchasing if Subtract Stock is set to True(original quantity is 10).

Illustration 22: Products

Allow Checkout
Set to True to allow customers to checkout even if there is insufficient stock. Set to False, and
the operation will be forbidden. The following illustration shows allowing checkout while the
product's quantity is not sufficient for purchasing.

25

Chapter 3: Starting Your Store

Illustration 23: Shopping Cart-Allow Checkout

Mark Product out of Stock


This function displays info on screen to notify customer that product is out of stock. The default
mark in TomatoCart store uses asterisks ***, which will be seen as the above illustration shows.

Stock Re-order Level


An amount is entered to define when stock needs to be reordered. If the value is set to 5, you
could check the quantities of products below 5 under admin>Reports>Products Reports>Low
Stock.

Illustration 24: Low Stock

Product Details
The Product Details section lists concrete product information, to be displayed or not in the store
front, including Display Product Quantity, Minimum Order Quantity and Product Order Increment.
Set Display Product Quantity to 1, for example, and products will display with their quantity
available in the store front. Set to 0, and it will not. Note that all the three fields can set to either
0 or 1.
The figure below illustrates a Product Info page when the three entries are set to 1.

26

Chapter 3: Starting Your Store

Illustration 25: Product Info Page

Order Settings
The Order Settings section is specifically used to configure the Downloadable Product and Gift
Certificate Product (described later). More information about this, please refer to Order Settings.

E-Mail Options
Part of options in this section are the same as it in Wizard Configuration. Additional options are:

Email Transport Method

Sendmail
TomatoCart is able to send emails containing HTML or plain text to the customer. Sendmail is a
Unix protocol of sending mails,while SMTP protocol is mostly used on Windows/Mac servers. If the
webserver is a Windows server, use SMTP and if the webserver is Unix based, then use sendmail.
To ensure the correct functioning of the emails to be sent to the customers, the following settings
need to be set.
E-Mail Transport Method = Sendmail
E-Mail Linefeeds = LF
SMTP
An SMTP mail server is most commonly used when hosting websites on Windows based servers.
To ensure the correct functioning of the emails to be sent to the customers, the following settings
need to be set.
E-Mail Transport Method = SMTP
E-Mail Linefeeds = CRLF

Email Linefeeds
Email Linefeeds defines the character sequence used to separate mail headers. Unix/Linux
uses LF alone to separate lines (new line character) but Windows uses a combination of CR &
LF ( CRLF Line feed).

27

Chapter 3: Starting Your Store

Set to LF if you are on a Unix/Linux server and set to CRLF if you are on a Windows server.

SMTP Server: The domain name of email account server.

SMTP Server Port: The port of SMTP server.

SMTP Username: The email address

SMTP Password: The email account password

Use MIME HTML When Sending Emails


Sending MIME type determines the content of mail like txt/html, txt/xml, etc. Set to true for
HTML emails and false for plain text emails.

Verifying Email Addresses through DNS


TomatoCart is able to verify Email addresses by contacting the name server for a domain to
ensure that it is ready for receiving Emails. This ensures invalid Email addresses can't be
entered.
Since all theEmail addresses contain the domain name (@domain.com), the existence of the
domain name can be verified to make sure to some extent that the Email ID given by the user
is valid. This is done through 'nslookup' command; however, this may not work on Windows so
keep it false on Windows based servers.

Regulations
Regulations can be set as a required field during the account creating process, including the
Conditions of Use and the Privacy statement. We suggest you setting to True. The figure below
illustrates what the store front looks like when confirming privacy notice.

Illustration 26: Confirming Privacy Notice

Credit Cards
The Credit Cards section is used to configure the credit card verification methods.

28

Chapter 3: Starting Your Store

Verified with Regular Expressions


Set to True, credit cards will be verified with Regular Expressions, otherwise will not.

Verified with JavaScript


Set to True, credit cards will be verified with JavaScript, otherwise will not.

Program Locations
Each item under the Program Locations section is used to replace the execution of the command
line in Linux operating system. You are allowed to input application directory for each item
accordingly.

Sales Preparation
Before the website going live, it is necessary to determine the rules of selling.

Shipping:concerning expense calculation.

Payment:about payment methods and currencies.

Zones and Tax: relating to zone groups and tax classes.

Order express: including order status and order modules.

All these are customizable on TomatoCart.

Shipping
Shipping Modules, under admin>Modules, gives you a way to customize which shipping options are
available to the customers when checking out. During the checkout procedure, these modules are used
to calculate the final shipping and packaging costs. Currently there are six shipping modules available:
Flat Rate, Free Shipping, Per Item, Table Rate, USPS(United State Postal Service) and Zone Rates.

Flat Rate
In Flat Rate shipping, a single price is used on all orders, regardless of quantity, weight, etc. This is
the simplest method of calculating shipping cost. The default setup is $5 for each order, excluding
tax. To set the Flat Rate, follow this:
1. Enable Item Shipping
To enable Flat Rate shipping method, set to "True"; to disable it, set to "False".
2. Shipping Cost
The actual cost of shipping. It will be applied to all orders.
3. Tax Class
Select the tax class to apply to the shipping cost, if needed.

29

Chapter 3: Starting Your Store

4. Shipping Zone
Select the shipping zone to apply to the shipping cost, if needed.
5. Sort Order
Sort Order describes in what order the shipping module will display during checkout.

Illustration 27: Shipping Method

The figure below illustrates the Flat Rate shipping method shown in the Checkout procedure.

Free Shipping
Free shipping is applied to orders with Shipping Cost in Shipping Zone.

Per Item
In Per Item shipping, the price entered in the Shipping Cost field is multiplied by the number of
products ordered, then added to the Handling Fee (if any), to calculate the final shipping cost. The
default setting is $2.50 per item, plus $0 additional for handling.
Handling Fee is to add a separate handling charge to the final cost. It may differ for the order,
regardless of the product quantity.

Table Rate
In Table Rate shipping, a table of prices is used to determine the shipping cost. Either the total
weight or the total price of the order can be used in the lookup table.
1. Shipping Table
This table will be applied to either total weight or total price of the order to calculate a final
shipping cost. However, there is a limit of 255 characters to this field.
The default table of "25:8.50,50:5.50,10000:0.00" could be expressed in the following table
form by weight or by price:

30

Chapter 3: Starting Your Store


Total Order size (Weight/Price)

Shipping Price

0~24.99

$8.50

25.00~49.99

$5.50

50.00 and up

Free
Table 4: Shipping Table

2. Table Method
The Table Method allows either the total price or the total weight of the order used as the
lookup in the Shipping Table.
Using the default Shipping Table and Weight Method, an order with a total weight of 75
kilograms will cost nothing, and one of 30 kilogram products will cost $5.50. This cost will add
extra handling fee to reach a final shipping cost.
3. Module Weight Unit
If the total weight of the order is being used to do the Table Rate calculation, this field applies
the chosen weight type to the above order.

Tip
You can add new weight units in the admin>Definitions>Weight
Classes, which could be used here and in the Weight field in the
admin>New Products Data tab.

USPS
In USPS(United States Postal Service) shipping method, the United States Parcel Service website
is used to calculate the shipping cost. Although an account is not required to use the test server, it
is necessary when using the production server.
Three different fields from those similar to the above are:
1. Enter the USPS user ID
The username entered here will be used to communicate with the USPS production server
about the shipping calculation.
2. Enter the USPS Password
The password entered will be used with the username above.
3. Which Server to Use?
It specifies which USPS server will be used, production or test. The test server does not require
a USPS account.

Zone Rates
With Zone Rates shipping method, customers having an order delivered to one of the certain

31

Chapter 3: Starting Your Store

locations get the shipping cost calculated according to the specified table. This shipping method is
similar to the Table Rates shipping method, but will only be available to a selected group of
customers.
Two different fields from those similar to the above are:
1. Zone 1 Countries
If a customer has an order delivered to one of the countries specified here, Zone Rates
shipping will be available as an option during checkout.
2. Zone 1 Shipping Table
The shipping table in the total weight method is ONLY used in the calculation.

Payment
Payment Modules
The Payment Modules section is to interface with several payment angencies for credit card
processing, as well as a few methods that simplify for off-line payment processing. There are also
modules available for handling cash, money order, and check payments, which do not get any
external merchant involved.
The following figure illustrates all payment methods may be used in checkout procedure. Each
payment method will have its own section which can be configured in the editing window. Editing
fields may differ among different modules. Explanations of each field setting are found in the
editing page of each module though. Take Authorize.net Credit Card payment for example.

Illustration 28: Payment Modules

Settings of Authorize.net Credit Card


Enable Authorize.net Credit Card Module
To enable customers to use Authorize.net Credit Card during checkout, set to "True"; to disable

32

Chapter 3: Starting Your Store

them, set to "False".


Login ID
Transaction Key
Enter the transaction key obtained from the Merchant Interface.
MD5 Hash Signature
Enter the MD5 hash value to verify the results of a transaction.
Credit Cards
Select the credit card for the payment method. About how to create a new credit card, refer to
Credit Cards.
Verify With CVC
Whether or not to verify the credit card with the billing address with CVC(Credit Card
Verification Checknumber).
Transaction Server
Perform transactions on the production server or on the testing server.
Transaction Mode
Whether or not to perform test transactions only.
Payment Zone
Select the payment zone to enable the payment method for it.
Set Order Status
Set the status of orders made with this payment module to this value
Sort order of display.
In what order the payment module will display.
Payment Method in Frontend
When a payment method is installed and then enabled, it will be shown during the checkout
procedure. With Authorize.net Credit Card installed in backend, It's required to select the Credit
Card Expiry Date, enter the Credit Card Owner(it will be automatically generated if the customer
has signed in), Credit Number and Credit Cart Check Number(CVC) in frontend.
The order will then list all information entered by the customer in Payment Information.

33

Chapter 3: Starting Your Store

Illustration 29: Payment Method

Currencies
Multi-Currencies can be configured under the admin>Definitions>Currencies section. (In storefront
it will display in a Box field.)The following figures illustrate the available currencies both in the
backend and in the store front.

Illustration 30: Currencies in backend

Illustration 31: Currencies in Store Front

Adding a new currency


Click Add in the toolbar of a Currencies window, and then refer to the following procedures:

Use the Title text to describe what the currency is. It will be the same text regardless of what
language the customer selects.

Use Code to refer to the currency when a row is inserted into the database. It is also used to
automatically update the exchange rate online, so it should be the standard currency code.

34

Chapter 3: Starting Your Store

Input Left Symbol and Right Symbol which will be displayed to the left and to the right of the
currency amount, respectively. Any letters or symbols can be used in this box.

Define Decimal Places: Two digits, the default, is the most common amount.

Define Currency Value


Currency Value serves as exchange rate. Thus the store must have a default currency, US
Dollar for example. In this case the currency value of US Dollar is 1.00. Values of other
currencies can be entered manually or updated according the real change rate automatically.

Set as Default (optional).


There should be one currency set as default.

Credit Cards
The Credit Cards section, under admin>Definitions>Credit Cards, lists various credit cards that are
available for use.
Adding a new credit card

Define Card Name

Define Card Number Pattern, regular expression to match the card number.

Input the sort order which describes in what order the card will display.

Check Status. If the status of one credit card is checked , it will then appear in Payment
Modules, as the figure below illustrates.

Illustration 32: Credit Card in Payment Modules

Zones and Tax


Taxes vary in different zones. And one zone with a unified tax may include several countries or regions.
TomatoCart requires tax classes to relate with tax zones and tax rates. And it also assigns it to products
which would follow the Tax Zone and Tax Rate relationships. To create a new tax class, it's better to

35

Chapter 3: Starting Your Store

create zones in advance. Find both under admin>Definitions.

Countries
To add a new country, the following information is required:

Country Name

ISO codes in two letters and in three letters, which are used here to refer to different countries.

Address format to prescribe in which address form products are sent to customers. Generally it
differs in different countries.

Zone Name

Zone Code

Zone Groups
Zones and zone groups are required to calculate the appropriate tax rate value based on where
the purchase is coming from. If no zone groups match the origin of the purchase, no tax is applied
to the order.
The Zone Groups section is divided into Zone Groups and Countries, seen in the illustration below.

Illustration 33: Zone Groups

To add a new group, you have to provide the following information:

New Zone Group Name

New Zone Group Description

Country
Zone

Tax Classes
Adding a tax class
Tax Classes are required to group Tax Zones and Tax Rates together, and a Tax Class which
inherits the relationships of Tax Zones and Tax Rates is allowed to be assigned to products.

36

Chapter 3: Starting Your Store

Illustration 34: Tax Classes

For a tax class a title and a short description are enough, while for defining a tax zone the following
steps are required:

Select a zone group in the combo box.

Define the tax rate for the selected zone group.


Tax rate calculations are based on the priority of multiple tax rates defined in the tax class.
Multiple tax rates defined with the same priority values are added to form a final tax rate
percentage value, and multiple tax rates with different priority values are compounded together
in priority order to form a final tax rate percentage value.

Define the priority for the tax rate.


Priority plays an important role in a tax class as it states how the multiple tax rates in the same
class are to be treated; either adding each rate together when the priorities are the same, or
compounding the rates together in the defined priority order.
Priorities are needed when multiple tax rates in a Tax Class exist where residents of a country
may need to pay a national sales tax rate, with residents of a particular state also needing to
pay a local tax rate in addition to the national sales tax rate.

Checking a product of Tax Classes


To assign an tax class to a product, navigate to admin>Catalog>Products/New Products>Data tab.
The first figure below illustrates the assigning process in the backend,
and the second shows a sample tax class in the Order Review in store front.

Illustration 35: Data>Tax Classes

37

Chapter 3: Starting Your Store

Illustration 36: Tax Classes in Order Review

Order
Order Status
Each order has a status field. Customers can be notified by Email when this status of an order
changes. TomatoCart demonstrates under admin>Definitions>Order Status eight order statuses for
store owners to manage orders, including Canceled, Delivered, Paid, Partly Delivered, Partly Paid,
Pending, Preparing and Processing.
If you would like to create a new order status, you only have to define the status name and
determine whether or not to set it as default.

Order Total Modules


The Order Total Modules section, under admin>Modules>Order Total Modules, controls which
modules shall display in the store front when checking out. Optional modules include Coupon, Gift
Certificate, Low Order Fee, Shipping, Store Credit, Sub-Total, Tax and Total. These modules must
be installed first and then edited before put into use. If you are to display one module, enable it and
define a sort order for it. Two modules are a little bit special here:
1. Shipping
The calculated shipping cost can be affected by some options, such as Free Shipping option in
the Shipping Modules section.
2. Low Order Fee
Low Order Fee may be applied when the order total is less than a certain amount. It allows to
add an additional charge to the total. This is used to prevent small orders from being
unprofitable for the store owner. Extra settings are:

Allow low order fee;

Define the minimum amount under which Low Order Fee is for;

38

Chapter 3: Starting Your Store

Define the exact amount of low order fee;

Attach low order fee for orders sent to the set destination, national, international or both;

Select a tax class to apply the low order fee.

Other Configuration
Emails Templates
This part should have been talked about later in Chapter 7 Promotions Email Marketing. We put it here
because Email Templates is very commonly and widely used. It serves as basic function of an online
store system. So we suggest you taking a look at it earlier.
TomatoCart has specified a list of situations when a target customer shall receive an Email, and
demonstrated Email content. What follows is this list, which can be seen under admin>Tools>Email
Templates. (We guess the title is so descriptive that no more word need here.)
1. active_downloadable_product/active_gift_certificate
2. admin_create_account_email
3. admin_create_order_credit_slip/admin_create_order_store_credit
4. admin_customer_credits_change_notification/admin_order_status_updated
5. create_account_email
6. new_order_created
7. password_forgotten
8. recovered_cart_inquiry
9. send_coupon
10.share_wishlist/tell_ a_ friend
When editing an email template, pay attention to variables, which is not editable. You may insert them
into contents.

Information
The Information module, under admin Definitions>Information, displays a series of articles, including
About Us, Shipping & Returns, Privacy Notice, Condition of Use and Imprint.
In the editing page, you may do the following settings:
1.
2.
3.
4.

Define the status of publishing.


Input the sort order.
Name the article and give a proper description.
Select "Save" to implement the action.

More information about the layout in the store front, please refer to Displaying Modules-Boxes. The
following figure illustrates the Information section in the store front.

39

Chapter 3: Starting Your Store

Illustration 37: Information

As you may discover, there are two extra articles in the store front, Contact Us and Sitemap. They are
auto-generated by the system.

Contact Us, including store address and contact request block.

Sitemap displays keywords of the website content, including products and purchasing
information. Links are provided in order for search engine spiders to be able to find all of the
pages on a website easily and quickly.

GeoIP Modules
Geo-location works by automatically looking up an IP address on a WHOIS service and retrieving the
registrant's physical address. Find it under admin>Modules. MaxMind GeoLite Country determines the
Internet visitors country based on the IP address, which is created by MaxMind. It also offers a geolocation database on a city level. Once installed, store owner can check the visitors or customers'
country according to the national flag icon listed in Tools>Who's Online section as shown below.

Illustration 38: Tools>Who's Online

Services
Service modules, under admin>Modules>Services, do not directly relate to the consumer, but can be
helpful in setting up the store.
1. Banner
Whether or not to show duplicate banners in the same banner group on the same page.
2. Breadcrumb

40

Chapter 3: Starting Your Store

As shown below breadcrumb allows tracking of where the customer is in the store to allow for
easy navigation.

Illustration 39: Breadcrumb

3. Category Path
Calculate how many products are in each category. Following figure gives a example of how
category path displayed in the frontend.

Illustration 40: Category Path

4. Core
Fulfill some core functions such as shopping cart, wishlist, navigation history, template layout
etc.
5. Currencies
Automatically use the currency set with the language (for example, if German is selected, the
currency is then automatically set to Euro).
Need more information about currency? Please refer to Currencies.
6. Language
Include the default or selected language files.
More details about this, please refer to Languages.
7. Output Compression
Control the GZIP compression level for the transmitted web pages.
8. Piwik
An open source web analytic system written in PHP.
9. Recently Visited
Display latest products, categories, searches and set their maximum values to show.
10. Reviews

41

Chapter 3: Starting Your Store

Settings controlling the Reviews box, such as how many to display and who can write a review.
More information about it, please refer to Customer Reviews.
11. Search Engine Friendly URLs
Modifies the URL seen by the customer (and search engine robots) to be easier to parse.
12. Session
Settings controlling the sessions of customers and search engine robots.
13. Simple Counter
A counter for keeping track of the number of pages that has been displayed.
14. Specials
Define the maximum number of products on special to display. More information about this,
please refer to Specials.
15. Who's Online
Whether or not to detect when Search engines are looking at the store.
More information about this, please refer to Who's Online.
16. Debug
Allow for turning on a variety of debug options for troubleshooting the store's pages. The
following covers the content of its edition.

Show Database Queries


Whether or not to show all database queries made.

Log Database Queries


Whether or not to log all database queries in the page execution time log file.

Page Execution Time Log File


Enter the location of the page execution time log file (eg, /www/log/page_parse.log).

Show The Page Execution Time


Whether or not to show the page execution time.

Show Development Version Warning


Whether or not to show a TomatoCart development version warning message.

Check Language Locale


Whether or not to show a warning message if the set language locale does not exist on the
server.

Check Installation Module


Whether or not to show a warning message if the installation module exists.

42

Chapter 3: Starting Your Store

Check Configuration File


Whether or not to show a warning message if the configuration file is writeable.

Check Sessions Directory


Whether or not to show a warning message if the file-based session directory does not
exist.

Check Sessions Auto Start


Whether or not to show a warning message if PHP is configured to automatically start
sessions.

Check Download Directory


Whether or not to show a warning message if the digital product download directory does
not exist.

43

Chapter 4: Designing Your Store

Chapter 4: Designing Your Store


By configuration, you are expected to understand how TomatoCart assists you in selling and
presentation. What comes next is how to decorate your store. That is, when we are thinking about
having a real offline store, we may take into consideration finding a store name, choosing a style and
determining the functions.
And what about composing an online store? TomatoCart advises that you upload your logo in the first
place. Then consider a theme right unified with that logo. Last but not least, think about functions or
information you'd like to provide to visitors. This chapter guides you through store design and layout on
TomatoCart, under the admin>Templates section.

Logo
The logo is an emblem of your site, which can aid and promote instant pubic recognition.

Uploading Store Logo


Upload your store logo under admin>Templates>Upload Logo. The following illustration shows the logo
in the administration panel and the store front. See the overall effect in Store Front.

Illustration 41: Templates>Logo Upload

Templates
A template is a standardized frontend type as a preformatted case. It determines the website layout and
usually a general keynote of the store, and is supposed to differ in different products. Therefore, it is
important to select an appropriate and nice template to attract your visitors. So far, TomatoCart has
offered two free templates. Please wait for more outstandingly designed templates later.(Find if there
are any new templates fit and surprising you at TomatoCart.)

Applying Template
Find the Templates section under admin>Templates. Make sure that the template you would like to
apply has been added to your admin panel first of all. Click Add using Browser to upload templates

44

Chapter 4: Designing Your Store

available to you. Certainly, you can adopt the free templates offered by TomatoCart. After uploading,
install the template and choose a default one. The illustration below shows the Demo templates
currently provided by TomatoCart.

Illustration 42: Templates>Templates

Modules
Since store template only constructs a framework to be filled with various modules, TomatoCart defines
a list of modules for you to select from. You are fully entitled to decide which modules to display and
how to display, according to your needs.
This part will first give you a brief introduction of modules on TomatoCart, and then continue with the
tutorials on backend administration for achieving the desired frontend display.

Module Introduction
There are lots of template modules available under admin>Templates>Template Modules (Boxes and
Content). Each module is sorted either into Boxes or into Content. The following illustration shows the
TomatoCart's storefront with Box and Content marked.

45

Chapter 4: Designing Your Store

Illustration 43: TomatoCart Store Demo

Boxes
The module in the boxes is usually small-sized and commonly displays, once installed, on the left
or right side of the store front in TomatoCart Glass Gray template, like those within orange ellipses
in the illustration above.
Some of the modules that may confuse are:

Best Sellers
Products sold most.
Ordering Steps
Shipping, Payment Information, Confirmation and Finished.
Order History
Orders made before.
Product Notifications
Notify customers of product update information.
Products Scroller
A specific group of products in scroller forms.
Search
Help customers to find target products quickly.
Shop By Price
Filter products with different prices.
Shopping Cart
Products purchased in the shopping procedure.
Tell a friend
Allow customers to tell friends about products theyve purchased.

46

Chapter 4: Designing Your Store

Content
The module in the content is usually larger-sized than box module and displays, once installed, in
the central part of the store front , like those within a blue ellipse in the illustration above.
Puzzling modules may be:

Image Menu, Products Slider and Slideshow


Products can display in any of these three forms.
In the form of Image Menu, products display in opened images or closed images. In Products
Slider, a certain type of products display.
In Slideshow, a group of product images, selected under the admin>Content>Slide Images,
displays in slide mode either vertically or horizontally.
New Products
Display a larger number of new products available in the store.
Your Recent History
Products customers have viewed.
Upcoming Products
Products to come in the near future.
Cross Sell Products
The same kind or accessories of the current product the customer is viewing.

Displaying Modules
When templates are uploaded(under the Templates>Templates section), the next two things should be
taken into consideration.
First of all, decide which modules to install under the Templates>Templates Modules section. Fields
such as list size, cache contents, etc, are editable.
Then arrange these modules separately under the Templates>Templates Modules Layout section to get
different effects in the frontend. Presenting page(s), page specific, group, new group and sort order are
editable.
This part will describe how to set a module layout and display it in the store front.

Boxes
As for box module displaying, take Best Sellers as an example.
1. Navigate to admin>Templates>Template Modules>Boxes. Before displaying the box, make sure
that you have chosen a template for this module layout in the top right corner.
2. Find Best Sellers as shown below and install it.

47

Chapter 4: Designing Your Store

Illustration 44: Install Best Sellers Module

In the Best Sellers edit window, you may do the settings listed below.

Minimum List Size


Define a minimum amount of products that must be shown in the listing.

Maximum List Size


Define a maximum amount of products to show in the listing

Cache Contents
Set a number of minutes to keep the contents cached (0 = no cache)

3. Add Best Sellers under admin>Templates>Template Modules Layout>Boxes.

Once installed, the Best Sellers module will display in the Module pull-down menu. Select
it.

Illustration 45: Best Seller Module Layout Setting

Select "*" in the "Pages" combo box so that this module will display in store front page.

Not select "Page Specific", so that not only "Best Sellers" but also other modules will
display in the store front.

48

Chapter 4: Designing Your Store

Select a group in the "Group" combo box so that the box module will display in the specific
group of the store front. If left" selected, it will be shown in the left column of store front.

Within New Group field, you can set up a new position for the box in the store front.

Define a number for the box display in what order displaying in the store front.

Following the above layout settings, Best Seller box will present in the store front like this:

Illustration 46: Best Seller Module in Store


Front

Content
As for content module displaying, take Your Recent History as an example.
1. Navigate to admin>Templates>Template Modules>Content. Before displaying the content, make
sure that you have chosen a template for this module layout in the top right corner.
2. Find Your Recent History under admin>Templates>Template Modules>Content and install it.

49

Chapter 4: Designing Your Store

3. Add Your Recent History under admin>Templates>Template Modules Layout>Content.

Illustration 47: Install Content Module

Illustration 48: Content Module Layout Setting

The content template modules will display not in the right or left group of the store front, but in
the before or after group of the content district. Select "Before" for a certain content module,
and it will display in the upper content district; vice versa.
Following layout settings, Your Recent History will present in the storefront like this:

50

Chapter 4: Designing Your Store

Illustration 49: Recently History in Store Front

Uninstalling Modules
Uninstalling in all templates
To uninstall a module in the Store Front, simply click the "uninstall graphic tool" in its row under the
Template Modules>Boxes section.

Uninstalling in specific templates


To delete a module in specific templates, turn to the Template Modules Layout section. Locate the
template in which the module will not display, select the target module and click Delete button.

51

Chapter 5: Setting Up Your Catalog

Chapter 5: Setting Up Your Catalog


We imagine that you have decided on one template you like and blocked out a list of modules before
going on with this chapter. The next important thing is to set up your catalog, or to fill your store with
products.
TomatoCart finds that regardless of what product you sell, merchandise shares some attributes in
common. We mean that goods is manufactured and has color, size, and weight, to name a few. Online
shoppers, as most of you and we have been, follow them with interest and fall under the influence.
TomatoCart guesses it convenient and effective for your administration to preset these attributes. Thus
we offer vertical management of Catalog, to list most of the related attributes together under the
admin>Catalog section. Others elsewhere will be identified.
On the other hand, TomatoCart has defined four product types: Simple Products,Virtual Products,
Downloadable Products and Gift Certificate Products.

Simple Products
Products of this type are generally material objects, the most common one.

Virtual Products
Something that with no entity, such as service (E-Ticket, Hotel Reservation,etc.), game card,
top-up card and etc.

Downloadable Products
As the name suggests, F-Prot AntiVirus, plug-in and so on are all downloadable products.

Gift Certificate Products


Gift certificate products are the perfect solution when you just can't find the right gift or you're
short of time. Gift Certificates make a perfect present for friends, family, and business
associates.

Despite type difference, each of the last three products makes a little distinction from Simple Products
when created or edited.

Simple Products
With TomatoCart, you may make up a product with the following options:
1. Manufacturers
2. Weight Classes
3. Quantity Discount Groups/Customer Groups
4. Product Quantity Units

52

Chapter 5: Setting Up Your Catalog

5. Categories
6. Product Variants
7. Product Attributes
With the above steps successfully completed, you can then create New Product.
For your understanding convenience, we take one product for example in Simple Product. Now you
have 17" MACBOOK PRO MB166LL/A on hand and want to sell it at your store. As we know, this is a
laptop produced by Apple Inc. Supposing it has two suppliers, from Shanghai and from Beijing, a
seventeen-inch display and an AMD CPU. Also lots of pictures available. Then what to do with these
information? See below.

Manufacturers
Adding Manufacturers
1. Find the Manufacturers section under admin>Catalog.
2. Add a new manufacturer
You only have to provide its name, general image or logo, and the URL address. When you are
adding the Apple manufacturer for the sample product, you might do it like this:

Illustration 50: Manufacturer Apple

Checking Manufacturer of Product


Manufacturers' name Apple will display in the pull-down menu of Manufacturer under the New
Product>Data tab.
Select manufacturer Apple for the sample product:

53

Chapter 5: Setting Up Your Catalog

Illustration 51: Data>Manufacturer

Displaying Manufacturers in the Product Listing


Consumers may focus on brands, especially when they are considering buying electronic products
and are comparing similar products. Some may even be a huge fan of one simple brand.
Having this in mind, you may set your store under the admin>Configuration>Configuration>
Product Listing section.

Illustration 52: Configure Your Store

1. Enable displaying product manufacturer name.


2. Enable displaying manufacturer filter.
As a result, the product listing under the category in the store front will display as the figure below:

54

Chapter 5: Setting Up Your Catalog

Illustration 53: Product Listing

Tip
Select the manufacturer name Sony, then you will get the
Sony Exclusive page with a category filter.

Manufacturers Related Modules


There are two modules related to manufacturers, Manufacturer Info and Manufacturers under the
admin>Templates>Template Modules section(How to display Manufacturer Info, please refer to
Displaying Modules-Boxes.).
Manufacturer Info
This module is not editable. When installed, it will display in the store front as below:

Illustration 54: Manufacturer Info

1. By clicking Visit Apples websites, you will go to Apples website entered in the
Catalog>Manufacturers module.
2. By clicking View other products, you'll get only Apple products.
Manufacturers
This module is editable. It may display in Image List or in Combo Box. The figure bellow shows it in
Image List:

55

Chapter 5: Setting Up Your Catalog

Illustration 55: Manufacturers in frontend

Note
Clicking the manufacturer image both in Manufacturer Info and
Manufacturers, specified products will be retrieved.

Weight Classes
Weight Classes, are used to provide a structured way of handling products and shipping systems that
use different units of weight. This class allows a combination of any number of products having different
units of weight. Once a shipping quote is required, the weight is converted to that as required by the
shipping module.

Adding Weight Classes


1. Find the Weight Classes section under admin>Definitions.
2. Add a new weight class
In the Add page, you should enter Title/Code for it, for example, Pound(s), lb(it may be used to
express a computer weight.); Define rules which will allow conversion between the current
weight class and other weight classes. Unlike the Currencies, there is no tool to automatically
fill in these numbers.Set as Default? (Optional).

Checking Weight Class of Product


All weight classes will display in the pull-down menu of Weight under the New Product>Data tab.
Select Pound(s) for the sample product:

56

Chapter 5: Setting Up Your Catalog

Illustration 56: Data>Weight

Quantity Discount Groups/Customer Groups


You may create Quantity Discount Groups as a kind of promotion. Before creating Quantity Discount
Groups, you'd better create Customer Groups.

Adding Customer Groups


1. Find the customer groups section under admin>Customers.
2. Add a new customer group

Illustration 57: Customers>Customer Groups

You only have to define the Group Discount, Group Name and Set as Default. You may do it like
this:

57

Chapter 5: Setting Up Your Catalog

Illustration 58: New Customer Group-VIP

Learn more about Organizing Customer Groups.

Adding Quantity Discount Groups


1. Find the quantity discount groups section under admin>Catalog>Quantity Discount Groups.
2. Firstly you should create a new quantity discount group, you only have to provide the name, for
example, as the following illustration shows.

Illustration 59: 50-Discount

3. Select the quantity discount group 50-discount in the left of the widow, and then you can add
customer groups to it. You define:

Customer group for the quantity discount group. Choose None, then this quantity discount
group will not target any specific customer groups.

The minimum number of products customers purchased and thus enjoy discount.

The actual discount you give to the quantity discount group.

Tip

Customers in a customer group will enjoy a discount. If they buy


enough products to enjoy quantity discount, they will only get
the larger discount.
If you do as the following illustration shows, when buyers purchase 50+ products at one time,
they will get 8% discount off, and customers in Members and VIP group will respectively enjoy
10% discount off and 15% discount off, if 50-Discount group gives the bigger concession.

58

Chapter 5: Setting Up Your Catalog

Illustration 60: 50-Discount Entries

Checking Product Quantity Discount Groups


Quantity Discount Groups' names will display in the pull-down menu of Price Discount Group under
the New Product>Data tab.
Select 50-Discount for the sample product:

Illustration 61: Data>Price Discount Group

Product Quantity Discount Groups in the Frontend


Since 50-Discount quantity discount group has assigned to the sample product, what will we see
in the front-end? The following illustration tells.

59

Chapter 5: Setting Up Your Catalog

Illustration 62: "50-Discount" in the Front-end

Product Quantity Units


The Product Quantity Units are used to express the quantity units for products.

Adding Quantity Units


1. Find the Quantity Units section under admin>Definitions.
2. Add a new quantity unit
In the adding page, you only have to provide the Unit Class Name, for example, dozen; and
Set as Default (Optional).

Checking Quantity Units of Product


All quantity units will display in the pull-down menu of Quantity Units under the New Product>Data
tab. Select pcs for the sample product.

Categories
The Categories section, with all the product categories in the store listed, enables you to manage all
categories in one module.

Adding Categories
1. Find the Categories section under admin>Catalog.
2. Add a new category

Under General tab, choose the parent category.


The field will not be editable in the edit page.
Enter a name for the category which reflects the common features of all the products added into
the category.
Use Browser to upload an image for this category. The image had better be representative.

Tip
The size of the image could be configured under admin>
Configuration>Configuration>Images.

Input the sort order. If missed, the default value would be "0".
Under Meta Info tab, enter Page Title, Keywords and Description of the category. The Page Title

60

Chapter 5: Setting Up Your Catalog

will display in the browsers title bar when this category is being viewed. Keywords and
Description will show in the tag of the categorys HTML source.

Illustration 63: New Category

3. All the categories created are in the Categories section, as the illustration shows.

Illustration 64: Catalog>Categories

The left column in the above illustration displays the category tree of all existing categories in
the store and displays their relationship to one another. The right one displays all the subcategories of the category selected in the left one, if there are.
By the way, you may also use rightclick shortcuts in the left box to edit, delete a selected
category, and add sub-categories to any category. Move a category by selecting and dragging
it to the target parent category on the left. To disassociate one category with another, click and
drag it back to the sensible position.

Move Category
Besides using dragging to move a category, you can also use the Move button.
1. Click the "move graphic tool in its row.
2. Choose a new category as the target parent category.

61

Chapter 5: Setting Up Your Catalog

Note
If the category has products within it, you should be careful to delete the
category because both the category and all the products assigned to it will
be deleted. For products that are assigned to this ONE category only,
deleting this category means deleting the products together. For those to
more than this category, it means deleting the assignment between. That is,
those products will belong to other categories, but not the to-be-deleted
one.

Checking Categories of Product


Categories will display in a separate tab under New Product, where you can add products to the
existing categories. One product can be assigned to several categories.
Select Computers and Laptop for the sample product:

Illustration 65: New Product>Categories

Categories in Frontend

Illustration 66: Category in Store Front

Product Variants
The Product Variants section offers an additional method for you to manage products. For example, the
sample laptop is sold in different colors and suppliers. Both Color and Supplier are considered as the
variants of the laptop.
The product variants must be set up individually for each product. It is a great way to offer multiple

62

Chapter 5: Setting Up Your Catalog

choices to a customer without needs to create many separate but similar products to choose from.

Adding Variants
1. Find the Variants section under admin>Catalog.
2. Create a new variant group, you only have to provide the name.
We will add Supplier as a variant group for the sample product here, as the following
illustration shows.

Illustration 67: Supplier

3. Select the variant group Supplier, and then you can add variants to it. You only have to
provide the name. We have added two variants to Supplier, From Beijing and From Shanghai,
for the sample product.

Illustration 68: Variants-Supplier

Note
When a variant is assigned to certain products, it cant be
deleted. If you want to delete a variant, you have to make
sure no products (under Catalog> Products>Variant tab) are
assigned to it.

Checking Variants of Product


Variants displays separately too. One product can be assigned to several variants.
Select Colour and Supplier for the sample product:

To assign variants to the product, double click the variant group in the left dialog box and each
variant in it will be listed in the right dialog box, integrated with an editable list of Quantity, Net
Price, Model, Status and other variants.

To cancel a variant of a product, just deselect the check box of corresponding variant in the left
dialog box.

63

Chapter 5: Setting Up Your Catalog

Illustration 69: New Product>Variants

About the sample product within the above variants displays in the frontend, please refer to New
Product Variants.

Product Attributes
The Product Attributes are particular variants of products. For example, the sample laptop is sold in
different displays and different CPUs. Displays and CPUs are defined as attributes of the laptop.
Product attribute and product variant separately stand for common and different points of one product.
Product information will display in the store front in forms of fixed attributes and a listing of variant
combination for customers to choose from. Attribute alteration will result in another product while variant
changes will lead to different orders of the same product.

Adding Attributes
1. Find the Attributes section under admin>Catalog.
2. Create a new attribute group, you only have to provide the name.
We will add Laptop as an attribute group for the sample product here.

Illustration 70: Laptop

3. Select the attribute group Laptop, and then you can add attributes to it (We have added two
attributes in Laptop attribute group, CPU and Display). In attribute adding page, you should:

Define the name of the attribute. The new attribute will display under the column header of
Attribute Name in the right dialog box.
Select "Enabled" to implement the attribute setting in the administration panel; otherwise
click "Disabled".
Choose a field type for the attribute either Combo Box or Input Text Field.

64

Chapter 5: Setting Up Your Catalog

The Field Value is editable only when the combo box is selected as the field type.

4. The following illustrations show the Attributes CPU and Laptop we have created and the final
Attribute groups window with the two attributes.

Illustration 71: Attributes-CPU

Illustration 72: Attributes

Deleting Attributes
It's the same as deleting product. If you want to delete an attribute, you have to make sure no
products (under Catalog>Products>Attributes tab) are assigned to it. Otherwise it can't be deleted.

Choosing Attributes of A Product


Attributes displays separately. Select Laptop for the sample product, and AMD & 17'' as its
attribute:

Illustration 73: New Product-Attributes

About the sample product with the above attributes showing in the frontend, please refer to New

65

Chapter 5: Setting Up Your Catalog

Product Attributes.

New Product
With the above sections set up, you've got well prepared to create products.
Click "Add" to create a new product in admin>Catalog>Products. All tabs in New Product are described
as follows.

General

Input the Product Name and Description, which are required.

Input the proper Tags and URL if needed.

Note
When making a new product and setting the product name, you can
set an image in the product name field, which will show a small image
of each product in the product listing in your store.

Illustration 74: 17" MACBOOK-General

Meta Info
Page Title, Meta Keywords and Meta Description can be entered for products. SEO-related Meta
Information is controlled from here. The Page Title will display in the browsers title bar when this
product is being viewed. Meta Keywords and Description will show in the tag of the products
HTML source.

66

Chapter 5: Setting Up Your Catalog

Illustration 75: 17" MACBOOK-Meta Info

Data

Choose Simple Product as the product type. In editing page, this filed is not available.

The status shows the product in or out of stock which either enables or disables it in the store.

Select a date when the product will be available and which shall correspond with the Product
Expected.

Illustration 76: 17" MACBOOK-Data

Input the product Model. It's the SKU(Stock Keeping Unit) of the product.

The Manufacturer of the product.

Input the weight with the Weight Class which will be applied to freight.

Tip
There is one more configuration feature that needs
addressed. If you havent already done so, navigate to
Definitions>Tax Classes, in this section, you could add
new tax classes, if you need.

Choose a Tax Class, which is used to charge tax on each product.

67

Chapter 5: Setting Up Your Catalog

The gross price is automatically set after the setting of the net price according to your tax
schedule to show cost plus tax to those customers who would pay tax.

Choose a Quantity Discount Group for this product. Thus customers in the group are to enjoy
discount while purchasing.

Input the quantities into the Quantity field. It corresponds with Configuration>Stock.

Define the minimum order quantity. As a result, for any order under the minimum order quantity
made by customers in the Product Information page, the system will automatically alter it to the
Min. Order Quantity in Add-To-Cart page.

Define the quantity increment. If it were a dozen, the product order quantity should increase by
one dozen since the second purchase in one shopping cart.

Set a proper Unit Class.

Product Expected/Upcoming Product


Each time a product is set available on a date later than Today in the Date Available field (the
above illustration shows), and the future product will display in a separate section to manage this
kind of product.
To edit product expected, you have two methods: one is on the Product Data Available field (as the
above illustration shows), another is clicking the "date graphic tool" in Product Expected edit page.
The new date should be a coming date after today. If the date is set as today or before, the entry of
the products expected will disappear.
The following illustrations show the sample product in Product Expected, and in upcoming field in
the store front. (about how to display the Upcoming Products, please refer to Displaying ModulesBoxes.)

Illustration 77: Catalog>Product Expected

Illustration 78: Upcoming Products-17" MACBOOK

Categories
Refer to Categories.

68

Chapter 5: Setting Up Your Catalog

Images
If you do not want to use the images in the local files, you could choose another method Remote
File to upload the ones.

Illustration 79: Upload images for a new product

Click Browse to upload an image for the new product, and then select Submit to implement this
operation. When you upload an image for a new product, the interface may like: The Image
interface of editing a product differs from that of creating the one:

Illustration 80: 17" MACBOOK-Images

To add an image, click Add, find the right image and then upload to set images for the product
in the right box. The images can be uploaded simultaneously and the uploaded images could
be previewed on the left dialog box.

The image uploaded is followed by image title and size in the left box. It may be set to the
default one which will show in the front store by clicking the pentagram graphic tool. And it
can be removed by clicking the delete graphic tool.

Variants
To create variants and checking variants of products, please refer to Product Variants.
The product 17" MACBOOK in the back-end:

69

Chapter 5: Setting Up Your Catalog

Illustration 81: 17" MACBOOK-Variants

The product 17" MACBOOK in the store front:

Illustration 82: 17" MACBOOK Variant in storefront

Attributes
Select proper attributes to filter the product in the store front. To create a new attribute, go to
Product Attributes.
What is the function of the attributes feature in the frontend? See the below illustration.

70

Chapter 5: Setting Up Your Catalog

Illustration 83: Attributes Feature

Note
The sample product is under the Laptop category, thus, when
you click the Laptop as the Orange Arrowhead suggests,
the attribute filter will appear.

Xsell Products
Xsell (Cross Sell) products refer to the same kind or accessories of the current product and display
under the product description of the current one in the store. For example, 17 MACBOOK
MB166LL/A has 15.4 MACBOOK Pro MB134LL/A and 13.3 MACBOOK AIR APPLE
ZOFSOLL/A as its Xsell Products.

To insert an Xsell product, choose one in the Pull-Down Menu, and then click the button of
Insert.

To delete an existing Xsell product, click the "delete graphic tool" in the row.

Select "Submit" when completing editing.

The following figures show the Xsell products of the sample product in the back-end and front-end.
The Xsell products in the front-end is also named Cross Sell Product. About how to display Cross
Sell Product in the front-end, please refer to Displaying Modules-Content.

71

Chapter 5: Setting Up Your Catalog

Illustration 84: 17''MACBOOK-Cross Sell Products

Virtual Products
The approach of creating a virtual product is similar as Simple Products.

Downloadable Products
Data setting of Downloadable products differs. Refer other settings to Simple Products.
Once you select the Downloadable Product, the Downloadable Product specified options will be
displayed, as the following illustration tells.

Illustration 85: Choose Downloadable Product

Downloadable Product Options


Following lists the options of downloadable products:

Use Browser to upload a file, which can be purchased to download in the store by customers.

Use Browser to upload a sample file, which is generally considered as a demo file for the
Downloadable. Note that the sample file is downloadable too.

Define the number of times of downloads.

Define the number of accessible days.

72

Chapter 5: Setting Up Your Catalog

Illustration 86: Downloadable Product Options

Downloadable Products Related Modules


There are two additional modules which will related to Downloadable Products, Order Settings and
Purchased Downloadables.

Order Settings
Generally, customers have the ability to use Downloadable Products after paid and they can not
refund this kind of Product (so do Gift Certificate Products). Having this in mind, you may set your
store under admin>Configuration>Configuration>Order Settings.

Illustration 87: Configuration>Order Settings

Enable download/gift certificate


Choose a status from the drop-down menu. For example, if Paid is set, the Downloadable/Gift
Certificate products will be available only when Customers have actually paid for them.

Download by Redirect
Set to Download by Redirect, and you can use browser redirection for download (Disable on
non-Unix systems), otherwise can not.

Allow gift certificate/ downloadable return


Set to "0", the store will not allow customers to return the Gift Certificate/Downloadable
Products, otherwise it will not. The following figure shows an order of Downloadable product in
the store front which is not allowed refund.

73

Chapter 5: Setting Up Your Catalog

Illustration 88: Order of Downloadables

Purchased Downloadables
More information about it, please refer to Purchased Downloadables.

Gift Certificate Products


Data setting of Gift Certificate products differs. Refer other settings to Simple Products.
Once you choose the Product Type as Gift Certificate Product as follows,

Illustration 89 : Choose Gift Certificate Product

the Gift Certificate Options will be displayed, as the following illustrations tell.

Illustration 90: Gift Certificate Options

74

Chapter 5: Setting Up Your Catalog

Gift Certificate Options


Followings are the options of setting a gift certificate:

Choose a gift certificate type, Email Gift Certificate (GC) or Physical GC (PGC).
The shopping process of both EGC and PGC requires the information of senders and
recipients name, and text message. In addition to that, EGC asks for the email address of both
sender and recipient. Each Address can be set as Recipient only once in one order.

Choose a gift certificate amount type, Fix Amount or Open Amount.


Only when open amount type is selected, Open Amount Min. Value and Open Amount Max.
Value require a definition. If Open Amount has been set to, the price will show in the range form
from the minimum value to the maximum value. For example, $100~$1000 in Figure 1 tells
shoppers that they shall purchase no less than $100, and no more than $1000.
The following figures show the differences between EGC and PGC in the store.

Illustration 91: PGC

Illustration 92: EGC

Gift Certificates Related Modules


Two modules, Order Settings and Gift Certificates (under admin>Customers) will be relative to Gift
Certificate Products

75

Chapter 5: Setting Up Your Catalog

Order Settings
Refer to Order Settings.

Gift Certificates
More information about it, please refer to Gift Certificates.

76

Chapter 6: Managing Customers and Orders

Chapter 6: Managing Customers and Orders


TomatoCart thinks much of customer relationship management. We believes that as customers may be
initially attracted by the products, they will stick to your store only if they are considerately served. This
chapter discloses what you can do to maintain your store and to provide high quality services with
TomatoCart.

Managing Customers
You manage your customers in an all-round way.

Customer Self-help

Customer Account Administration

Organizing Customer Groups

Managing Customer-Generated Content

Customer Self-help
Customers of course can create accounts in the store front. They may then help themselves in
managing orders, wishlist and notifications in the My Account page.

Registration
There are two sections in the frontend where your customers may choose to create a new
customer account: Sign In and Checkout.
Sign In
Find My Account in the header. In My Account page, customers have the options to sign in with
their existing account, or if they have not got an account yet, they can create one by clicking
Continue in the section of New Customer. The latter will guide them to the Create an Account
Page, which will require them to enter their First Name, Last Name, Email Address, and Password
(they will have to confirm the password as well, and they will receive the Newsletters of your store,
if selecting it).

Note
All the value of required information, such as First Name, Last
Name, Email Address and etc., can be configured in the
Customer Details section, under
admin>Configuration>Configuration
When they click Continue, the customers account will be created in your store. The following

77

Chapter 6: Managing Customers and Orders

illustrations show the process of a new account's creation in Sign In section.

Illustration 93: My Account>Sign In

Illustration 94: My Account>Create an Account

Illustration 95: Account Creation Successful

78

Chapter 6: Managing Customers and Orders

Checkout
Your customers do not have to register before shopping. They may do later when checkout. The
following figure illustrates the account creation in Checkout page. By selecting Continue, they will
be directed to the Billing Information, where they should enter all required information, both signedin details and the address. When all of the order is confirmed, a new account will be created
automatically using the billing information.

Illustration 96: Checkout Billing Information

My Account

View or change My account information:

Illustration 97: My Account Information

View or change entries in My address book:

79

Chapter 6: Managing Customers and Orders

Illustration 98: My Address Book

Change My account password:

Illustration 99: My Account Password

My Orders
Viewing order

Illustration 100: My Orders

If the customer would like to return a product, he/she could click Return Item(s) button listed in
the above illustration. More information about how TomatoCart assists you in return, refer to Return
Requests.
The figure below illustrates the View page of a specific order. However, Downloadable Product
differs. Please refer to Purchased Downloadables.

80

Chapter 6: Managing Customers and Orders

Illustration 101: Order View

Viewing Return Requests

Illustration 102: Returned Request

Viewing Credit Slips

81

Chapter 6: Managing Customers and Orders

Illustration 103: Credit Slips

Illustration 104: Credit Slip-Print

More information about credit slips, refer to Credit Slips.

My Wishlist
The Wishlist allows your customers to designate products that they are interested in and may wish
to purchase (or have someone purchased for them) at a later date. Having your customers able to
save products to a Wishlist greatly increases the likelihood that they will remember the products
they have interests in.
Adding to Wishlist
When click Add to Wishlist under or beside Add to Compare, customers will be directed to their
personal Wishlist page (if they have not signed in yet, they will be prompted to do so, or register
first). This page will list all items that your customer has saved.

82

Chapter 6: Managing Customers and Orders

Illustration 105: Wishlist & Share Wishlist

Comment
For each product, there is a field for comments where your customers can make personal notes.
The date the product was added to the Wishlist is automatically generated by TomatoCart. Don't
forget to Update to save a new wishing item!
Sharing Your Wishlist
Under My Wishlist field is Share Your Wishlist, which is a good word of mouth tool for customers to
promote products they like to their friends, as well as a method to inform their friends about
products that they would like to receive as a gift. The fields marked with the asterisk are required,
and they can not be skipped off.
Viewing Wishlist
In personal account page, customers have an overview of all products that has been added to the
wishlist, with an option to add comments and add each item to the cart.

83

Chapter 6: Managing Customers and Orders

My Notifications
Subscribing/Unsubscribing to newsletters:

Illustration 106: My Notifications

Viewing/Editing product notifications list:

Illustration 107: My Product Notifications

Customer Account Administration


Not only could customer accounts be created in the store front, they can also be added by
administrators, you, in the administration panel. Besides, you have an address book to fill in, manage
store credits, view customer wishlist and see customer visit history at your store.

Registration
Create accounts for your new customers under the admin>Customers section at the backend. The
registration information in the Add New Customer page is roughly the same as it in the frontend.
What's more, you may determine whether to check the Status/Newsletter Subscriptions or not, and
choose a customer group added under Customers>Customers Groups for the customer.
Additionally, by clicking +, many significant information can be seen, including Customer IP
address, and Number of Logins, to name a few.

84

Chapter 6: Managing Customers and Orders

View or modify the customer's information by clicking the "edit graphic tool". Continue with address
information in the right dialogue box.
Address Book
All addresses ever used in the store front will present here, while only one of them should be set as
Primary Address. To cancel the primary address, you should have set another address as
primary. You may configure the maximum values of address books a customer owns, under
admin>Configuration>Configuration>Address Book Entries.

Illustration 108: Customers-Address Book

Store Credits
Store Credits presents the amount of money stored in the Cart. It can be used to purchase
products in the store as ready money.
Store credits will be updated on any of the following occasions:
1. Refund. The store owner rebates in the method of Create Store Credit under admin>Invoices
according to the agreement on refund request from the customer. Credit value will increase in
this case.
2. Purchase. The customer pays with store credits. Value will reduce then. The alteration will be
automatically generated by the system.
3. Admin (bonus). The store owner updates the value of the Store Credits for any reason.
To give bonus to customers by clicking Update Balance as in the illustration below, you may
do settings like:

Input the amount and comments.

Select the check box to notify the customer by Email.

85

Chapter 6: Managing Customers and Orders

Illustration 109: Customers-Store Credits

About how to pay with store credits during Checkout procedure, please refer to Store Credits in
the promotions section.
Wishlist
The products added to Wishlist by a customer at your store will be listed under the Wishlist tab.
You can view which products have been added in the wishlist, when they were added and what
comments have been made.

Illustration 110: Customers-Wishlist

Customer Track
In the admin panel, you may quickly find new customers, online visitors and customers and the
latest visitor number.
New Customers
Find new customers at admin>Tools>Dashboard.

86

Chapter 6: Managing Customers and Orders

Illustration 111: Dashboard>New Customers

Who's Online
TomatoCart features Who's Online, which is a traffic reporting tool that shows you how many
visitors or customers are currently browsing your store.
Navigate to Who's Online, under admin>Tools:

Illustration 112: Tools>Who's Online

For each record, you could see the IP Address, online time, registered customer name or guests,
Last URL (Page the customer is on) and expected total expense. If you install GeoIP module under
admin>Definitions, the national flag icon can be seen before the IP column.
Click + to view more information, as the above illustration tells, you may find about customer
information, and ordered product information if any.

Note
The cart icon to the left of IP address represents the state of
activation.
Only the green one is active, meaning that the visitor is right then
having product(s) in the cart, not checked out yet.
Last Visits
Last Visits demonstrates the number of visitors who ever dropped in your shop. Find it at

87

Chapter 6: Managing Customers and Orders

Dashboard:

Illustration 113: Dashboard>Last Visits

Organizing Customer Groups


For each customer who has an account in your store, you have the options to assign him/her to a
customer group. Customer Groups is a means to apply other features in TomatoCart to groups of
customers all at once. You can give different groups a different discount according to different customer
groups, you can also assign certain customer groups to Quantity Discount Group to give them a big
discount.

Adding a Customer Group


Please refer to Adding a Customer Group.

Assigning Customers to Customer Groups


Now that you have set up all of your Customer Groups, you can assign customers to them by
navigating to Customers>Customers.

Select a customer you want to give a customer group.

Click the edit graphic tool in the selected customers row.

Find Customer Group field, choose a customer group from the pull-down menu for the
customer.

88

Chapter 6: Managing Customers and Orders

Illustration 114: Assign Customers to Customer Groups

Assigning Customer Groups to Quantity Discount Groups


You can also assign certain customer groups to a quantity discount group to give them a big
discount. Find it in Quantity Discount Group.

Managing Customer-Generated Content


Customers can find their target products easily, and have a say to products. You will allow these
personal experience by installing several modules on TomatoCart. Meanwhile you can see their voice
and make use of it. These modules include Search, Compare Products, Wishlist, Tell a Friend and
Customer Reviews. Since Wishlist has been talked about in the passages above, what follows is
guidance to the other four.

Search
Within TomatoCart, customers can find what they want easily. Three approaches are offered for
customers to search products, by using simple search, advanced search and popular search terms
in the store front.
Simple Search
When keywords are entered in the search field, the system will give suggestions to the search
words automatically as shown in the following illustration.

89

Chapter 6: Managing Customers and Orders

Illustration 115: Search apple

Click a certain item under the search field to the product info page, and click search graphic tool
to view all search results in terms of the keyword.
Advanced Search
Click search graphic tool when the search field is blank, and then go to the advanced search
page. Set the search criteria, and then click search to get advanced search results.

Illustration 116: Advanced Search

Popular Search Terms


Each term, when clicked, will guide you to its search result page. The larger the font size is, the
more popular the term is searched for.

90

Chapter 6: Managing Customers and Orders

Illustration 117: Popular Search Terms in


frontend

These search terms in the frontend will be listed in the Popular Search Terms section, under
admin>Catalog, and can be edited in the backend.

Illustration 118:Popular Search Terms in backend

1. Search Term
The terms entered in the search box in the frontend
2. Search Result
The number of search results
3. Popularity
Search frequency of a certain term
4. Synonym
The synonym of the search term. The search results only list the products with both the term
and synonym in product name and product description.
5. Show in Terms
Click the green/red button to switch whether or not to display a term in the frontend.
As for each term, you are able to edit it. In the edit page, you may rename the search term and
synonym, reset popularity, and determine whether or not show it in the store front. Note that
Number of Products corresponds with Search Results.

91

Chapter 6: Managing Customers and Orders

Compare Products
The Compare Products feature is a useful way for customers to quickly compare product
information in a side-by-side view, including the price, variants, attributes and etc. When customers
click Add to Compare listed in the product listing page, the product will be added to Compare
Products quick view in the right column (Display Compare Products at your store by navigating to
the admin>Templates>Template Modules>Boxes. For more information, please refer to Displaying
Modules-Boxes). The Compare Products Page can be accessed by clicking Compare Now button
in the Compare Products module. If Clear is clicked, the Compare Products box will be emptied.

Illustration 119: Compare Products

Clicking Compare Now produces a pop-up window, with a table of compared and comparison
options. All products can be added to the shopping cart in the Compare Products page.

Illustration 120: Compare Products-Sample

Tell A Friend
Tell a Friend allows customers to help you in promoting products in your store by word of mouth.
They can customize a message that will be sent in the email along with a hyperlink to the product
from which they chose to Tell a Friend, making it easier for people to find out more Information
about your products. This is similar to Share Your Wishlist feature available in the your store.

92

Chapter 6: Managing Customers and Orders

To display the layout of Tell a Friend in your store front, please refers to Displaying Modules-Boxes.

Illustration 121: Tell a Friend

Customer Reviews
TomatoCarts Reviews system allows you to monitor, edit and delete any product reviews in the
admin.
Installing Reviews
If you would like to enable Reviews in the store front, firstly you should enable the section under
Modules>Services. About how to display Reviews in the front-end, please refer to Displaying
Modules-Boxes. You may define a random review selection and cache contents in the edit page.
Configuring Reviews
Reviews has four configurable options:
1. The minimum length of the Review Text. Under admin>Configuration>Configuration>Minimum
Values.
2. Maximum number of new reviews to display. Under admin>Modules>Services>Reviews.
3. Customer level required to write a review. Under admin>Modules>Services>Reviews.
4. Whether or not moderate reviews by you. Under admin>Modules>Services>Reviews.
Writing reviews by customers
Registered customers can comment a product. The following illustration shows how to create a
review at the store.

93

Chapter 6: Managing Customers and Orders

Illustration 122: Write a review by customers

Managing Reviews
You can see and modify the customer reviews in the admin panel.
1. Find Reviews under admin>Catalog
The reviews module contains the information about reviewed Products , Language, Rating (the
quantity of yellow star represents products' evaluation. The more colored star, the better
product.) and Data Added.

Illustration 123: Catalog>Reviews

2. Editing a review
The fields of Product reviewed, Author of the review for the product and Date Added are
only readable. In the review field, you are able to change the reviews written by customers.

Note
Reviews are added only by customers in the store. You can not
add it in the back end.

94

Chapter 6: Managing Customers and Orders

Illustration 124: Edit a review

Quick Look at Reviews


Have a quick look at Reviews? Find it at Dashboard:

Illustration 125:Reviews in Dashboard

Managing Orders
TomatoCart features powerful order management, including
1. Order Management
2. Abandoned Cart
3. Return Management
4. Reports

95

Chapter 6: Managing Customers and Orders

Order Management
When orders are made, you may have a look, print it, edit it and create an invoice for it. In addition, a
new order can be created in admin panel. And you may see separated orders of downloadable products
and gift certificates. This part is divided into four main part:
1. Orders
2. Purchased Downloadables
3. Gift Certificates
4. Invoices

Orders
Go to admin>Customers>Orders. Following illustration gives an order example.

Illustration 126: Customers Orders

For each order you can see the sorting order in time sequence, the customers name, Order Total,
Date purchased, Tracking No.(editable only when the order entry is folded.) and Status. Click "+" to
view the concrete information for each order, which contains the shipping&billing address,
shipping&payment method, product information and the cost.
Quick Look at Orders
Wanting a quick look at Orders? Find it at Dashboard:

96

Chapter 6: Managing Customers and Orders

Illustration 127: New Orders in Dashboard

Printing an Order
Orders can be printed in PDF format by clicking the Print Order graphic tool. The following
illustration is an example of a printed PDF order.

Illustration 128: PDF Order

Creating an Invoice
You can create an invoice for an order by clicking the "Create Invoice graphic tool" in each order's
row. A new invoice page looks very similar to the completed Order page, with some additional
fields that can be viewed and edited. Every order can only be invoiced once. Once the invoice is
created, the "Create Invoice graphic tool" will be disabled, and other two graphic tools edit and
delete will not display any more. The invoiced order will have an icon of "Invoice" before the
column of "ID". The created Invoices are available under admin>Customers.
Viewing an order
The order viewing page includes six tabs:
1. Summary
Summary tab includes customers Email address and other information listed in the Orders

97

Chapter 6: Managing Customers and Orders

listing page.

Illustration 129: Edit Order>Summary

Note
Value of Products refers to the number of product types while that of
Items the total quantity.
2. Products
In Products tab, the details of the ordered products are listed. The column of Qty to Refund will
show the number of the products refunded successfully and it should correspond to the Refund
History tab.

Illustration 130: Edit Order>Products

3. Transaction History
The Transaction History tab lists the created date, status and comments of a transaction.
4. Status History
In Status History tab, you can change the status of an order, type a new comment, and notify
the customer of the status change, with comments or without. And do not forget to Update

98

Chapter 6: Managing Customers and Orders

Order Status if you really want to do so.

Illustration 131: Edit Order>Status History

Note
You can set certain status to activate the Gift Certificate or
Downloadable products at Configuration>Order Settings.
5. Refund History
The Refund History tab lists the concrete information of products refunded successfully. It
corresponds with the Qty to Refund in the Products tab.

Illustration 132: Edit Order>Refund History

6. Merchandise Returns
The Merchandise Returns tab lists the specific information of the products of which the buyer
has sent out return requests, under admin>Customers>Return Requests.

99

Chapter 6: Managing Customers and Orders

Illustration 133: Edit Order>Merchandise Returns

Adding a new order


With TomatoCart, you can create an order in the admin panel, just like your customer does it at
your store.
Click Add in the tool bar in the Order window, and a window pops up as below.

Illustration 134: Create New Order--Step 1: Choose Customer

In order to continue the creation process, choose a customer and click the add graphic tool in the
row as shown in the illustration above. Then an order adding page pops up, which includes two
tabs: Address and Status History (it is the same as that in the Viewing page). The following
illustration shows Address tab in the order adding page.

100

Chapter 6: Managing Customers and Orders

Illustration 135: Order Adding Page

1. Customer Information
Customer Name and Email Address listed in Customer Information correspond the customer
you choose at first, and they are not editable. Currencies can be reselected from the pull down
list. After changing the the currency, the page will be refreshed.
2. Billing/Shipping Address
You can either select an existing address from the pull down list or create a new address.
When done, click the Update button to refresh the page.
3. Payment Method
There is a little difference from that in the frontend. It is only allowed to choose a payment
method simply without details, such as, Card No. in case of Credit Card payment. If the
customer has store credits, the Pay with Store Credit checkbox is checked. In other words, the
order can be paid with store credits.
4. Shipping Method
Click Change Shipping Method to view the installed shipping methods. In the pop-up window,
click add graphic tool in a certain row to choose a shipping method for the order, as shown in
the following illustration.

101

Chapter 6: Managing Customers and Orders

Illustration 136: Choose Shipping Method

5. Redeem Coupon
As the name suggests, if the customer has a coupon it can be redeemed by inputting the
coupon code. It can be removed after redeemed as well, as the following illustration shows.

Illustration 137: Redeem Coupon

6. Redeem Gift Certificates


The redemption process is the same as the Redeem Coupon above.
7. Products
Click Add Products to add products. The product listing page as shown in the following
illustration, contains all kinds of products.

102

Chapter 6: Managing Customers and Orders

Illustration 138: Choose Products

Input the product quantity the order will be placed.

Note
In case of Gift Certificates, you should input all required information.
The product can be purchased one piece per order and the product
quantity field is not editable.
Click add graphic tool, and then the added product will appear in the Product section as shown in
the following illustration.

Illustration 139: Product Listing

Model, Qty (except for gift certificates) and Price (Net) are editable as the above illustration shows.
Click one of them to edit the value.
8. Order Totals
After finishing the product addition, the Order Totals can be seen at the bottom of the page.

103

Chapter 6: Managing Customers and Orders

Illustration 140: Order Totals

Deleting an Order
There will be a verification request window while deleting an order. Check the box and then click
Delete, the products in this order will automatically resume your inventory, otherwise they will not.

Purchased Downloadables
All purchased downloadable products in your store will be listed in a separated module for under
admin>Customers>Purchased Downloadables.

Illustration 141: Customers>Purchased Downloadables

The page includes the information about Downloadable products, Product Name, Purchased Date,
Total Downloads and the Status.

Note
In the above illustration, 1 indicates that the order has not been
activated. About how to Order Status, please refer to Status History
under Order>Edit tab; 2 implies that the order has been activated
and the customer has download it once.
Once Downloadable products' status is changed to "Paid"(you can change the status setting under
admin>Configurations>Order Settings), they will be activated and available in the store front.
Customers can sign in and go to My Account to see the order just made, and then find the right
one to download, as the following illustration tells.

104

Chapter 6: Managing Customers and Orders

Illustration 142: Order #5-an order of a Downloadable Product

Gift Certificates
All gift certificate products purchased will be listed in a separated module under
admin>Customers>Gift Certificates.

Illustration 143: Gift Certificates

The image above illustrates the gift certificate page. This page contains the information about gift
certificate product's name, Gift Certificates Code, Customer, Amount, Balance (the remaining
amount of Gift Certificate), Purchased Date, and the Status(The "green light" icon implies the
activated status, and the "red light" opposite).
Once the status of an Email Gift Certificate product is changed to "Paid" (you can change the
status setting under admin>Configurations>Order Settings), the product will be activated and be
available in the store.

105

Chapter 6: Managing Customers and Orders

When an Email Gift Certificate product is successfully purchased, the recipient will receive an
Email containing a gift certificate code, and it can then be used in Checkout. If physical gift
certificate, a physical one will be sent to the shipping address.
The following illustration tells how to redeem a EGC code, which can be seen in the Email, and
what the Email may like:the Email contents are from Email Templates, under admin>Tools,
named active_gift_certificate.

Illustration 144: Gift Certificate activated Email

With Gift Certificate code, customer can redeem it during checkout, as the following illustration
tells.

Illustration 145: Redeem EGC Code

Once the Gift Certificate code is redeemed, certain amount of Gift Certificate will be subtracted
from the total amount. Gift Certificate can also be deleted before confirming an order.
After finishing the order, the redeem history will be listed in Gift Certificates under
admin>Customers.

106

Chapter 6: Managing Customers and Orders

Illustration 146: Check differences

Invoices
The Invoices section is a record of the receipt of payment for an Order, thereby essentially making
it a permanent record of an Order. One order can only be invoiced once.
Navigate to admin>Customers>Invoices to manage the invoices, which are created in the Order
section.
In Invoice section the Invoice Number, OID, Customers, Order Total, Date purchased, Status and
Invoice Date are included. Click "+" to view the concrete information of each invoice, which may
contain the shipping&billing address, shipping&payment method, product information and the cost.
Invoice section offers a number of operations available for an invoice, like as, viewing an invoice,
printing an invoice, printing packaging slip, creating credit slip and store credit. Next, lets go
through the details.
Viewing an Invoice
To view the concrete information of each invoice, click the "View graphic tool". All the details in an
invoice are similar to those in the Orders (Editing an Order) section except that they are read only.
Printing an Invoice
Invoices will be printed in PDF format by clicking the Print Invoice graphic tool. (It is the same as
Printing an Order.)
Printing Packaging Slip
The Packaging Slip differs from Invoices in that the former excluding price list, but shipping
information including the receivers name and address.
Creating Credit Slip
Click create credit slip graphic tool to direct to the right window.
To Create Credit Slip, you can complete this operation as showing in the following steps. The

107

Chapter 6: Managing Customers and Orders

following illustration

Illustration 147: Credit Slip

Following lists give the explanations of all parameters:

Products
Quantity here refers to the amount of the original order.

Price
The unit price of each product.

Qty
The current quantity of each product. It may change by the operation of refund.

Qty to Refund
Click and input this field the number to refund. The number should be set no more than the
quantity listed under the Qty column.

Sub Total
It will be automatically generated, when the value of "Qty to Refund" has been defined.

Shipping Fee/Handling
Define the fees of both fields.

Restock Product Quantity?


Check it to restock the store with returned products.

Comment

Select "Create Credit Slip" to implement the action.

108

Chapter 6: Managing Customers and Orders

Note
1. When a credit slip is successfully created, it will display in Credit
Slips. Meanwhile, the customer will receive a notifying Email
containing the credit slip number and total amount. Besides, the
credit slip is printable in the "My Account". Refer to Viewing
Credit Slips.
2. The initial invoice number is configured under admin>
Configuration>Wizard Configuration>Invoice Start number or
under admin>Configuration>Configuration>My Store>Invoice
Start number.
Creating Store Credits
The creation process of Store Credits refers to Creating Credit Slip.
Store credit presents the amount of money which is stored in the Cart. It can also be used to
purchase products in the store as ready money.
When a store credit has been created for an order successfully, the credit value will add to the
customer and piece of this store credit will display under Customers>Customers>Store Credits tab.
In such a case, the customer is able to use the store credit in checkout till it is run out in your store.

Abandoned Cart
The products left in the shopping cart without payment will be listed in the Abandoned Cart section,
under admin>Customer.

Illustration 148: Customers>Abandoned Cart

In Abandoned Cart, the information of each customer is listed in a row, including Customer Name, Cart
Total(the aggregate amount of the products left in the shopping cart), Date Added(the final date of add
to cart operation), Email, and Date Contacted (the date you contact the customer. If you haven't
contacted the customer, the date will not be seen.)

Sending an Inquiry Email


In addition to checking the products in shopping cart, you can send Emails to customers to get
informed of the reason why not to check out.
Click Send Email to contact a certain customer. In the Send Inquiry Email page, you could send
the Email with comments.

109

Chapter 6: Managing Customers and Orders

Note that the Email received by customers contains the Email template, named
abandoned_cart_inquiry. More information about Email Templates, refer to Email Templates.

Return Management
Return Management specifies Return Requests and Credit Slips.

Return Requests
When customers apply for refunding purchased goods in your store (about how to apply for, refer
to Viewing Order), you can view these requests in admin>Customers>Return Requests.
For each return request you can see the Return ID, Order ID, Customers, Qty, Date Added, Status
and Comments. Click "+" to view the concrete information of each return request, which may
contain more information, such as billing address, product and the comments mainly about the
reasons of giving back.
Once a return request is returned completely, the icons will be unavailable and become gray as the
following illustration shows.

Illustration 149:Return Requests

Disposing a return request


In TomatoCart, there are two modules set for different returning methods of refund-Invoices and
Return Request. Here Return Request when return requests are applied for, you can finish the
refund immediately either in Credit Slip or Store Credit(The Invoices section is referential); When
return request are applied for by telephone, Emails etc, you should go to the Invoices section to
finish the return.

Note
You may create either Credit Slip or Store Credit. Once Credit Slip or
Store Credit has been created, the request becomes neither editable
nor creatable. You can dispose a return request by clicking edit
graphic tool to determine.

Products/Customers/Date/Customer Comment
In the request edit page, you'll see which goods are asked for return, by whom, when and why.
These are read only by store owners.

110

Chapter 6: Managing Customers and Orders

Status
You may acknowledge the return or not.

Comment

Illustration 150: Edit Return Request

Credit Slips
When you authorize the return requests through creating the credit slips, the requested products
will be listed in the admin>Customers>Credit Slips section.
For each credit slip you can see the Credit Slip No., OID, Customers, Total Products, Total, Date
Added and Comments. Click "+" to view the concrete information for each credit slip, which may
contain the shipping&billing address, shipping&payment method for the product and product
information and detailed costs.

Illustration 151: Credit Slips

The customers could print all corresponding credit slips in this section, or in "My account" in the
store front.(refer to Viewing Credit Slips).

111

Chapter 6: Managing Customers and Orders

Reports
TomatoCart includes several useful reports to keep updated on anything from your customers
operations (such as, Products Purchased, Products Viewed and Categories Purchased), and the alert
report (Low Stock). The reports under Orders Report are Best Orders and Orders Total. All of them can
be accessed by navigating to admin>Reports, and then locating the name of the desired report.

Product Report
Products Report allows the store owner to view information about products related to the market. It
involves four types of reports:Products Purchased,Products Viewed,Categories Purchased, and
Low Stock.
Products Purchased
The Products Purchased report will show you the products that have been purchased with details,
the quantity of each purchased product, the total amount of purchased and the average price. It is
used to target special offers on products that are most frequently bought.
Products Viewed
The Products Viewed report lists products viewed, languages viewed in and number of times. The
report is used to target special offers on products that are most frequently viewed.
Categories Purchased
The Categories Purchased report lists all categories, quantity of purchased and total amount of
money. It is used to target special offers on categories that are most frequently purchased.
Low Stock
The Low Stock report will display which products are running low.

Order Report
Orders Report lists general information relating orders with customers. It involves two types of
reports, "Best Orders" and "Orders Total". Both are used by store owner to target special offers or
discounts for customers who purchase often or most.
Best Orders
The Best Orders report, sorting by total cost descending, will tell you how much money and when
the customers have spent on certain products at your store.
Order Total
The Orders Total report will tell you how much money in all some customer has spent at your store.

112

Chapter 7: Promotions

Chapter 7: Promotions
TomatoCart administration panel offers quite a few promotion skills, which will not only give you
effective sale methods, but also create and maintain good and long-term partnerships with your
customers as well.
This section lists promotion modules in TomatoCart, which has been distributed into four parts,
including Product Promotion Modules, Pricing, Coupons and Credits, ,and Email Marketing. Now, let's
start the journey.

Product Promotion Modules


There are various modules related to products: New Products, Also Purchased Products, Cross Sell
Products, Upcoming Products, Product History and Best Sellers.

New Products
In store front, your customers may see the New Product in both Boxes field and Content field. It is well
developed to offer numerous conveniences for customers to quickly get acquainted with the latest
products. To enable New Products, navigate to admin>Templates>Template Modules>Boxes/Content.
About how to display New Products in the Boxes/Content field in your store, please refer to Displaying
Modules-Boxes/Content.
New Products has several configurable options. You may set them in the edit page in both Boxes and
Content, under admin>Templates>Template Modules.

Boxes

Define a value for the random new product selection.

Define a number of minutes to keep the content cached (0=no cache).

Content

Define maximum number of new products to display in the store front.

Define a number of minutes to keep the contents cached (0=no cache).

Also Purchased
Customers Who Purchased This product Also Purchased module displays products that were
purchased by other customers together with the product being viewed. This solution is widely used on
other eCommerce platforms and has been proven to increase sales significantly. To enable the module,

113

Chapter 7: Promotions

navigate to admin>Templates>Template Modules>Content. About how to display it it in your store,


please refer to Displaying Modules-Content.
Also Purchased module has three configurable options in its edit window,under admin>
Templates>Template Modules>Content. You may define:

Minimum or Maximum number of also purchased products to display.

Time interval in minutes to keep the contents cached (0=no cache).

Cross Sell Products


Xsell, namely Cross Sell products refer to the same kind or accessories of the current product and
display under the product description of the current one in the store. To enable Xsell Products, navigate
to admin>Templates>Template Modules>Content. More Information about this, please refer to Xsell
Products.

Upcoming Products
To enable Upcoming Products, navigate to admin>Templates>Template Modules>Content. In its edit
window, you may define the maximum entries to display and define time intervals in minutes to keep the
contents cached (0= no cache). More information about it, please refer to Product Expected/Upcoming
Products.

Product History
TomatoCart keeps track of the items you recently viewed, so that your customers can easily find it if
they decide to purchase it later on. Your Recent History includes Recently Visited Products and Recent
Categories(about how to display Product History, please refer to Modules-Content).
To enable Your Recent History, navigate to admin>Templates>Template Modules>Content.
Recently Visited Products contains a link to the page of each product which has recently been viewed
or removed from the Compare Products list.
Recent categories contains all the categories of the Recently Visited Products.

114

Chapter 7: Promotions

Illustration 152: Your Recent History

Best Sellers
Best Sellers automatically generates the list of your online store's best selling products (about how to
display Best Sellers, refer to Modules-Boxes) to increase the possibility of purchasing.

Pricing
If product modules above serve to help exchange shopping experiences between customers and store,
price-cutting could be a direct and strong encouragement to shoppers, which is common in
eCommerce. TomatoCart offers pricing promotions of Quantity Discount Groups and Specials.

Quantity Discount Groups


Quantity discount enables you to set separate prices based on different quantity levels and customer
groups. More information about this, please refer to Quantity Discount Groups/Customer Groups.

Specials
Compared to quantity discount groups, Specials is a simpler and more popular promotion method.

Installing Specials
If you would like to enable Specials in the store front, firstly you should enable the section under
Modules>Services, where you can also configure the Specials section. More information about it,
please refer to Services.
About how to display Specials in the store front, please refer to Displaying Modules-Boxes.

Adding Specials
1. Find Specials under admin>Catalog.
2. Click Add to create a product on special.

115

Chapter 7: Promotions

Illustration 153: New Special

Choose a product to be on special from the Pull-Down Menu.

Set a special price for the product. This is the price that will be advertised and used when

Note
To edit an existing product on specials, the row of the product is
not editable.
the customer orders the product. The "original" price will also be displayed with a strike
through font, with this price displayed next to it.

Note
The specials price should be set less than the "original" price, if
not, an error will occur.

This status determines whether or not the product is displayed as specials. If the status is
unchecked, the product will still be available through the store as normal, just not as
specials.

Start Date/Expires On describes which time period the special price and status will be in
effect.

The following illustration shows the product on Specials at the store.

Illustration 154: Specials

Batch Adding Specials


You can feel that TomatoCart is so considerate and user friendly when using the newly improved

116

Chapter 7: Promotions

feature- Batch Add Specials, allowing you to add several products simultaneously. Click the Batch
Add button, and a window appears as shown in the following illustration.

Illustration 155: Batch Add Specials

Certain products are accessible after searching in terms of Manufactures, Categories, Product
Name and Product Model. All products at your store will appear after clicking Search if with none
criteria.
For instance, when choosing Apple as Manufacturer and Laptop as Categories, you will get the
target products after clicking Search button as in the above illustration. Click the field under the
columns of Special Price, Start Date and Expires on to set the price, start date as well as
expire date. Check Status to enable the product on special to be shown in store front, otherwise
disable it.

Coupons and Store Credits


Coupons are sent as a kind of promotion in appreciation of customers' long-term visit and support, to
name a few; Store Credits may be granted to customers as the same reasons as Coupons, which can
be used as ready money at your store. This part will specify the widely used in online store sales
promotions - Coupons and Store Credits.

Coupons
In the Coupons section, you are allowed to create a coupon, send a coupon to customers and view the
redeem history of certain coupon.

Creating a new coupon


To create a new coupon, navigate to the Coupons section under admin>Customers. And then click
Add. In the New Coupon window, you should define: (The following illustration shows a sample of
a new coupon window.)

117

Chapter 7: Promotions

Illustration 156: New Coupon>Data

Illustration 157: New Coupon>Restriction

1. Coupon Name/ Coupon Description


2. Status
The coupon is available in the certain time period for the assigned customers, if Enable the
coupon.
3. Coupon Type
Amount Coupon: Consumed in the store with the value defined in the Coupon Amount as the
amount of money. And more choices of tax and shipping implementation.
Percentage Coupon: receivers may purchase goods on discount defined here.
Freeship Coupon: Literally purchase without freight.
4. Coupon Code
This field is not required. The system will automatically generate a random code for it, if it is not

118

Chapter 7: Promotions

specifically defined.
5. Minimum Order
Define a value for Minimum Order, which suggests that orders under this amount of money paid
in this coupon are actually not enabled.
6. Uses Per Coupon
Define the number of users of a Coupon, which suggests that the maximum value of customers
this coupon will be available to.
7. Uses Per Customer
Define the use number of a Coupon per Customer, which suggests the maximum number of
use for each customer.

Note
Each time the coupon is used, it is disposable.
8. Start Date/Expires Date
Define the duration when the coupon is available.
9. Restriction
As the title suggests, the coupon is not available in the restricted area.
None Restrictions: the coupon will be available for all products.
Categories Restrictions:The coupon will be unavailable in the selected categories.
Products Restrictions: The coupon will be unavailable in the selected products.

Sending a coupon
After setting up the coupon, send it by Email to the customers you want to reward. You may
choose the customers and add messages for the coupon as the following illustration shows.

119

Chapter 7: Promotions

Illustration 158: Send a Coupon

Receiving Coupon Code Email


The customer who you send the coupon to will receive the coupon in his/her mailbox as the
following illustration tells.

Illustration 159: Email-Coupon

The Email which the customer is to receive adopts the Email Template named
send_coupon,which is predefined under admin>Tools>Email Templates, as the following
illustration tells.

120

Chapter 7: Promotions

Illustration 160: Email Template-send_coupon

Redeeming a Coupon in the Store Front


With the Coupon code, your customer can redeem it during checkout, as the following illustration
tells.
After redeeming the Coupon, it can be deleted with Delete button.

Illustration 161: Check differences

When the order is finished by redeeming a coupon code, the Order section will list the redeeming
information of the coupon. The Invoices section, if any, will list details too. The following illustration
shows the coupon redeeming of an order in the Order section.

121

Chapter 7: Promotions

Illustration 162: Coupon Redeem info in Order

Viewing Redeem History


When a coupon is redeemed, you may see the Coupon Redeem History in the Coupon section as
follows.

Illustration 163: Coupon Redeem History

Store Credits
Customer can pay with store credits as ready money during checkout procedure, which may come from
merchandise return or from store bonus by store owner. As a promotion skill, you can present bonus to
returning customers.

Checking Customers with Store Credits


This point has been talked about in Chapter 6. Find it in Store Credits.

Paying with Store Credits


If customers have got store credits, they can pay with the during checkout. The following image
illustrates the first step of paying with store credits.

122

Chapter 7: Promotions

Illustration 164: Pay with Store Credits_1

This illustration followed shows the situation after paying with store credits.

Illustration 165: Pay with Store Credits_2

Store Credits in Orders


After confirming the order, you can check store credits in the Orders section as the following
illustration shows. If the order has created an invoice, in the Invoices section list the related details
too. The following illustration tells the store credits information in the Order section.

123

Chapter 7: Promotions

Illustration 166: Store Credits in Orders

Note that If an order is paid in store credit, its Order Total will only display cost excluding the store
credit.

RSS Feed
RSS, a family of web feed formats, is used to publish updated information of classified products whose
category has been subscribed to. Users are able to acquire the latest information they subscribe to by o
nline or offline readers after downloading.

Subscribing RSS Feed


It is simple to subscribe to an RSS Feed.
1. Click the RSS hyperlink or RSS icon at the bottom of your site as the following illustration
shows.

Illustration 167: RSS Feed

2. In the RSS Feed page, all categories of products in your store are listed.
3. Click a certain category name or the RSS button to subscribe to it. For example, click
Desktops, a new page appears as shown in the following illustration, listing the detailed

Illustration 168: Categories in RSS Feed

124

Chapter 7: Promotions

product information in the category.

Illustration 169: RSS Feed Specific Page

Subscribers can choose a reader from the drop-down list at the top of the page. Check the
checkbox to make it as a default reader. Click the subscription button to subscribe to the feed.

Note
The display of above illustration depends on the browser you are
using, and the operating system your computer uses.

Email Marketing
Email marketing, if properly used, shall help to keep customers and potential customers come back. So
TomatoCart develops Newsletter Manager for more customizable Emails than system Emails. And we
explore Email use further, to present Customer Emails to improve your management.

System Emails
The system sends Emails automatically in several occasions, which is defined in Email Templates.

Newsletter Management
The Newsletter Manager is a system that sends emails to the customers who have given their email
address when creating an account. You will find it under admin>Tools.

125

Chapter 7: Promotions

Adding a newsletter
To add a new newsletter, you only have to provide its title, content and choose a module, and you
might edit it like this:

Illustration 170: Newsletter_Special

Module
Three newsletter modules are installed by default.
A generic Email can be sent to customers. The email content is more personal and specific
than that in email templates.
The newsletter is used for sending emails to customers who have selected to receive
newsletters upon creating their user account while the product notification to those who have
selected to be notified of product updates.

Content
The number of characters of the content will be referred to in the Newsletters window.

Sending Newsletters
Depending on the newsletter module chosen, the customers may need to be defined before the
newsletter can be sent. Just click the Send E-Mai button next to the edit graphic tool.
1. Send the E-Mail module
Select the customer Email account.

Illustration 171: E-mail Newsletter

2. Send the Newsletter module


All you have to do to send the newsletters is to click the Send E-Mail button. Recipients have

126

Chapter 7: Promotions

chosen to receive newsletters either when registering or when checking under the My
Account>My Notifications>Subscribe and unsubscribe to newsletters section in the store front.
The total number of recipients, the title of the Email and its content are seen.

Illustration 172: Newsletter

3. Send the Product Notification module


Recipients have chosen to receive product notification when checking under the My
Account>My Notifications>Viewing/Editing product notifications list section in the store front.
The administrator only needs to select which products to be notified.

Illustration 173: Product Notification Newsletter

To notify all the products, select Global.

Not to notify all of them, first of all select the products, using the right/left pointer to
select/discard products as the notified/ unnotified and the top/up/down/bottom pointer to
sort selected products in the selected product listing. And then click OK.

Viewing a Log
Once a newsletter is sent, the Edit and Send E-Mail buttons are replaced by the Log. The
following illustration tells the sent history about the Email addresses and the sent dates.

127

Chapter 7: Promotions

Illustration 174: Log

Customer Emails
The CRM-Email is integrated into TomatoCart under the admin>Customers> Customer Emails section,
with which you can manage all emails sent to your email accounts. Besides what you can do with
common mailboxes, such as Check, Compose, Delete, Reply, Transfer emails, etc, you may also
discover whether the sender is a registered member of your store. For the sender and registered
member, you will see his Customer Information and Order History.
The following illustration shows Customer Emails without an Email account under admin>Customers.
There are five buttons in the tool bar, performing different functions.

Illustration 175: Customer Emails (without an email account)

1. Check Email is used to receive real-time Emails from the email accounts which have been set
up in this Email section.
2. Compose is used to write a new Email and send it.
3. Delete an Email after selecting it.
4. Accounts is used to set up Email accounts in this section. Store owners can have more than
one Email accounts set up. So that they may manage Emails from all their Email boxes in ONE
section.
5. Contact Info comprises customer information and order information, which will display in the
right block once Contact Info is selected.

Creating New Email Account


To enjoy the Customers Emails, firstly you can create Email accounts. Click Account as in above

128

Chapter 7: Promotions

illustration, and then the Account pop-up window will present itself.
1. On the New E-mail Account>Properties tab page as the following illustration shows, enter your
information as follows:

Name: presents in the From field in any Emails.

Email: presents in the "From" field in any Emails.

Signature: presents in the Email content when you write an Email and it can be seen for
recipients.

Illustration 176: New E-mail Account>Properties

2. On the New E-mail Account>Incoming Mail tab page as the illustration shows, define your
information as follows:

Host
The domain name of your Email account server.

Username
The Email address.

Password
The Email account password.

For your server type, select POP3 or IMAP. Whether POP3 or IMAP, the Port is used to
connect the host server, which is automatically generated depending on the respective mail
server.

Check the Save checkbox to save a copy of message on server, only for POP3 Type.

Use SSL: Not all Email server supports SSL validation. If the host server you entered
above supports the SSL validation, you can check the Save checkbox, otherwise you can
not.

Checking of "Dont validate certificate" is optional.

129

Chapter 7: Promotions

Illustration 177: New E-mail Account>Incoming Mail

If IMAP is selected, extra three fields below is available to you. On the basis of IMAP Type, the
system will automatically search for all folders in the Email server according to port number and the
information entered above. Then the system checks the entered information accurate, it will upload
what has found into the pull-down menu in each Folder field. You only have to choose a proper
folder as in the following illustration.

Illustration 178: IMAP Type

Sent Items Folder refers to the selected folder for saving the sent items.

Trash Folder refers to the selected folder for saving Emails you have deleted in other
folders.

Draft Folder refers to the selected folder for saving the new or edited Emails you do not
want to send at once. You can save it and send it next time.

3. On the New E-mail Account>Outgoing Mail tab page, set outgoing mail.
On how to set outgoing mail please refer to Incoming Mail tab.
Note: if checking Send Email with system mailer, the following information is not available and
you will send out Emails with the Email account configured in the initial installation.
4. Select OK or Apply to complete the creation.

130

Chapter 7: Promotions

Illustration 179: New E-mail Account>Outgoing Mail

Viewing Emails
The following illustration shows the Email (Having Email Accounts) page. Let's have a look at it.

Illustration 180: Email Page

The Email page is divided into five blocks: Mail Folders, Email Lists, Email Content, Customer
Information and Order Information.

Mail Folders are shown in a tree structure. The root directory name is the Email names you
have created. For each account there are five system folders: Inbox, Sent items, Drafts, Spam
and Trash. By right clicking each folder you can set subfolders. As for the created folders, you
can add, delete and empty them by right clicking, but as for the system folder, you cannot
delete them. If one folder shows in boldface, it suggests that the folder contains unread or
unsettled Emails and the number in parentheses next to it means the quantity of those Emails.

Select the folder item and you can view Emails in it in the From Field. The Emails in boldface
are unread. You may reply (or reply all), forward, delete and print an Email using buttons in the

131

Chapter 7: Promotions

center down area. By clicking Quick Create, you may add new customers, orders or products
immediately. It save you from navigating to separate modules although the effects are the
same. Additionally, you can double click the Email, and do with it in a new pop up window. If
you right click an Email account you can open it in a new pop up window to settle and mark it
either read or unread as your disposal.

Select one Email and click Contact Info, the system will automatically search for information
about this Email in the store and the search results display in the Right area, if there are. The
Customer Information shows the information of the Email sender has made and the Order
Information shows the orders he or she has made. Click + to view the concrete information of
the order.

Composing Emails
The following illustration shows Compose an Email page.
As what you can normally do with other Email systems, you can send, save drafts and add
attachments. Besides, there are other options.

Illustration 181: Compose Email

1. Extra Options
Check it, and you will receive an auto-respond from customers.
When you send an Email, you can set its priority, using a vague criterion of High, Normal or
Low.
2. Show
Check the boxes under Show to display the following fields:

Sender: From

CCField: Cc, that is Carbon Copy. It means that Email accounts, to be entered, separated
by commas, will be receive the Email too, and the receiver can see to whom the sender
also send the Email copy.

132

Chapter 7: Promotions

Note
When you click Compose, the system will first of all check whether an
account is already exists. If not, the system will suggest you creating
an account.

BCCField: Bcc, that is Blind Carbon Copy. As it suggest, it differs from CCField in that
receivers can not see to whom the copy is sent to.

133

Chapter 8: Improving Your Store

Chapter 8: Improving Your Store


We advise you to improve your store after configuration, design, catalog, customers, orders and
promotions. It doesn't mean that what the last chapter covers is not important or is less important.
Rather, we presume that you grow aware of what to improve and how after so much review. This
chapter then suggests four ways to improve your store;

Managing Content

Paying attention to Product Exhibition

Making full use of Tools

Internationalizing your store

Content Management
TomatoCart features a powerful, flexible Content Management System(CMS). Within it you can create
and control the content of stores including Articles, FAQs, Slide Images and the way how these will be
displayed.

Articles
You may release any news about your store or something else attractive, which help your customers
both obtain more information and enjoy themselves at your site. Before creating articles, you should
create article categories for them.

Creating an article category


1. Find the Article Categories section under admin>Content.
2. Add a new article category.
You only have to provide the name, define the status-whether to display it in the store front or
not, and set the sort order.

Creating an article
1. Find the Articles section under admin>Content.
2. Add a new article.
In the adding page, you may:

Change the status to display the article in the frontend or not.

Select in which category (created in admin>Content>Article Categories) to put the article.

134

Chapter 8: Improving Your Store

Input the sort order.

Use Browser to upload an image for the article. To delete the current image, select "Delete"
to the right of the image.

Give more details in the Description field about the article including Name, Description, Tag
and Keywords in each installed language.

Note
If a category has contained one or more articles, it can not be
deleted. If you really would like to remove the article category, you
have to make sure no articles are assigned to it.

Installing Article Categories


To enable Articles/Article Categories, navigating to admin>Templates>Template Modules>Boxes. In
its edit page, you can define the maximum amount of article categories to display in the listing.
About how to display Article Categories in the store front, please refer to Displaying ModulesBoxes.
The following illustration shows an article in the store front.

Illustration 182: View an Article

FAQs
The Frequently Asked Questions (FAQs) section allows you to create questions and answers pairs,
which can be displayed at your site to give customers directions for anything confused.

Creating FAQs
1. Find the FAQs section under admin>Content.
2. Add a new FAQ
In the add page, you may:

Determine whether to display it in frontend or not.

Define the sort order.

Main settings regarding the FAQ include Question and Answer. Input the title of the FAQ

135

Chapter 8: Improving Your Store

into the Question text field, and detailed answer into the Answer text field.

Installing FAQs
To enable FAQs, navigating to admin>Templates>Template Modules>Boxes. About how to display
FAQs in the store front, please refer to Displaying Modules-Boxes.
The following illustration shows a FAQ in the store front.

Illustration 183: View a FAQ

Slide Images
The Slide Images section lists the images played in the frontend to achieve dynamic effects. The slide
images may be set as the pictures of the products at your store, which will not only make your site
attractive, but also may increase the sales of these products.

Creating a new slide image


1. Find the Slide Images section under admin>Content.
2. Add a new slide image
In the adding page, you may:

Determine whether to display it in the front end or not.

Define the sort order.

Use Browser to upload an image. The maximum size of the upload slide images is 200KB.

Use the Description field to describe each uploaded slide image in detail.

Define the URL in the text field so that when clicking the image at your site, you could see it
in a new page provided that a correct URL is set.

Installing Slideshow
To enable Slide Images, navigating to admin>Templates>Template Modules>Boxes. In its editing
window, you may define options like:

The slideshow mode, vertical or horizontal.

Whether or not to display slide info.

136

Chapter 8: Improving Your Store

The values of image width and height.

The slide show interval duration.

About how to display it in the store front, please refer to Displaying Modules-Boxes.
The following illustration shows the slide images in the store front.

Illustration 184: Slide Images in Store Front

Product Exhibition
Product display in different ways may have varied effects. Products in TomatoCart can display in Image
Menu, Slideshow, Products Slider or Product Scroller effect.
About how to display them in store front, please refer the first three to Displaying Modules-Content, the
other to Displaying Modules-Boxes.

Image Menu
Both of their product images are managed under admin>Content>Slide Images. In the form of Image
Menu, products display in opened images or closed images.

Illustration 185: Image Menu

In Image Menu Edit window, you may define values of:

The width/height of the image menu

The width of opened/closed image

The width of border between images

The milliseconds of slide interval

137

Chapter 8: Improving Your Store

The milliseconds between images transition duration

Slideshow
With Slideshow effect, a group of product images, selected under the admin>Content>Slide Images,
display either vertically or horizontally. More information about it, please refer to Slide Images.

Products Slider/Product Scroller


Product Slider differs from Product Scroller in that it displays in the Content field, while the latter in the
Box.
Edit options under admin>Templates>Template Modules are totally the same:

Determine which products will be shown in the store front, New Products, Best Sellers or
Specials.

Define maximum entries of products to display.

Determine the direction up or down, and define values of Width/Height, Duration and Interval.

Products Slider displays products like this:

Illustration 186: New Products on Products Slider

Products Scroller displays products like this:

Illustration 187: Best Sellers

138

Chapter 8: Improving Your Store

Tools
All sections in Tools are dedicated to work only for store owner (or who else have the permission to go
to the back end). We wish to make your administration more effective and efficient.
These tools include:

Administrator Role (including Administrators and Administrator Logs)

Banner Management

Cache Control

Database Backup Management

File Management

Google Sitemaps

Dashboard

Server Information

Administrator Role
There are two sections under Administrator Role, Administrators and Administrator Logs. You can set
permissions to someone who may get access to the admin area in the Administrators section (under
admin>Tools), and you can check what operations you have done in the Administrator Logs
section(under admin>Tools).

Creating an Administrator
1. Find the Administrator section under admin>Tools.
2. Add a new administrator.
3. In the add page, you may:

Define Username of the administrator and Password

Check the accessed modules.


Select individually, Configuration and Content only for instance, to allow access to just two
selected modules to the administrator named admin.
Select Global Access, and hence this administrator will have full access to the
administration panel.

Administrator Logs
You can view all the operations have been done in the admin area by navigating to the
Administrator Logs section, under admin>Tools. The information here are:
1. Module

139

Chapter 8: Improving Your Store

where the administrative operation took place. The figure in the brackets is the number of items
of this record in the detailed page.
2. ID
the fixed operation ID in the system.
3. Type
Specific operation types include Update, Delete, Insert and etc.
4. User
whom the operation was done by.
You can also click information graphic tool to view details of a specific administrator log.

Banner Management
Banner Manager, under admin>Tools, is a simple banner management implementation that
displays image or HTML based banners, and tracks impressions and clicks on a per banner basis.
Each banner is assigned a group which is used for displaying banners in the set group. This allows
certain banners to be shown throughout certain locations on the overall web site layout.
The information in Banner Manager are:
1. Group
The group each banner belongs to is listed under the column header "Group".
2. Statistics
The Statistics value equals view counts divided by click throughs.
3. Status
It is used to set the banner either active or inactive.

Creating a banner
Click Add in the tool bar, and then a New window will present itself where covers the following
information.
1. Title
The banner title.
2. URL
The landing page address when the banner is clicked.
3. Group
The banner group which holds related banners. New Groups can be set when values are
entered.

140

Chapter 8: Improving Your Store

4. Banner Type
Banner images can be uploaded to the server via the Banner Manager, or can be set to an
image already existing on the server. If an image is to be uploaded, a destination path on the
server can be defined which needs to be writable by the web server.
HTML based banners can be defined in the HTML Text field provided, and can, for example,
contain HTML and JavaScript tags to display a text, image, or Flash based banner.
5. Scheduled Date
A future date when the banner is to become active. If no scheduled date is defined, the banner
is automatically active when saved.
6. Expiry Date
The expiration value can be set for a specific date or for a specific impression count value.
When this value has been reached, the banner will automatically become inactive. If no
expiration value is defined, the banner will always remain active.
7. Maximum Impressions
Set a value for the maximum impression.
8. Status

Previewing a banner
Click the "Preview" button in its row to view the details of the banner . If Image type is selected, in
the pop-up window, you will see an image; if HTML Text, the text you have set for the banner will
be shown.

Viewing the Statistics of a Banner


In Statistics windows, you may have a look at the statistics in forms of graphs and table by
selecting frequency.
The following two illustrations show separately daily statistics in table and graph in January 2010.
The blue area covers count views, and the red one as click throughs.

141

Chapter 8: Improving Your Store

Illustration 188: Statistics-Graphs

Illustration 189: Statistics-Table

Cache Control
The Cache Control section, under admin>Tools>Cache Control, allows to save certain areas of the
shopping cart to a cache folder named work. This allows for a performance increase when users are
browsing the store as the database is not queried again until the cache has expired or has been reset
by the store owner. The directory for holding cache pages is set up during the setup procedure and the
folder is called work during the installation but it can be renamed.
In Cache Control page shows the cache block, the file quantity and the exact time of the last
modification.
You can delete cache blocks. Once removed from the work (cache) directory, these cached pages will
be replaced automatically when accessed again.

142

Chapter 8: Improving Your Store

Database Backup Management


The Database Backup Manager section, under admin>Tools>Database Backup Manager, allows store
owner to make backups of the stores database, including all customer and order information. It is
recommended that regular backups of store are taken.
There is no tool in the administrative section to automatically make backups, and it should be known
that many hosting sites also do not make regular backups of this information unless explicitly asked.
Within this section, you can

Note
The backup directory needs to be created by store owner and given
the permissions of 777 to give the webserver writing permission for
that folder.

backup a database: To backup the stores database, click the backup button in the toolbar. A file
is going to be created in the backup directory without any compression as default.

download a backup: If a backup file is selected, it will not be created on the server but
downloaded to the store owners computer.

restore a backup.

Restoring a backup
The store's database can be restored to a saved backup file either already saved on the server or
from a local file that was previously downloaded.
1. To restore a file that is on the server, click on the filename of the desired backup and then
restore.
2. To restore from a backup stored on the local computer, press the restore button in the row.

Note
Do not interrupt the backup or restoration process which might take a
couple of minutes. For security reasons this is best done through a
HTTPS connection so that the information cannot be intercepted.

File Management
File Manager, under admin>Tools, is characterized by the function to deal with all the files, including
creating, deleting, editing and renaming new files and folders.

143

Chapter 8: Improving Your Store

Illustration 190: Tools>File Manager

The above file manager window is divided into two parts: a tree structure on the left and a list of files
and folders on the right.
Only folders are listed in the tree structure, on the left. Click + or the name of a folder to unfold subfolders; click - or double click the name of a folder to fold the sub-folders. Right click the folder, a
context menu appears as in the above illustration, including Add, Edit, and Delete folder functions.
On the right dialog box, there are five buttons. Within these buttons, you may upload a file (files can be
simultaneously uploaded), create a new file by clicking New File, create a new directory by clicking New
Directory. For each file, you have the options to edit, download and delete it. Double click a folder, you
can go to its sub-folder (s) or sub-file(s). Double click a file, you can directly go to the Edit window.

Import/Export
Import/Export, under admin>Tools, enables you to import or export the data of Customers and Products
among your store. It implements the Customers' and Products' data switch between parallel systems.

Exporting Customers' Details


To export your store's customer list to a CSV(Comma-Separated Values) or XML(eXtensible
Markup Language) file, you may do it like:
1. Navigate to the Import/Export section, under admin>Tools, and choose Customers tab.

144

Chapter 8: Improving Your Store

Illustration 191: Export Customers' Details

2. File Type: Select the type of the two file(CSV/XML) to which you want to export customers'
details.
3. Fields terminated/enclosed by: In case of CSV file, you have to specify Fields terminated by
(character separator) and Fields enclosed by (unit separator). The default separators are ,
and respectively. In case of XML, these two fields are not editable and become gray.
4. Compression: Select NONE or ZIP from the pull down list. NONE is the default value. A zip file
will be exported if ZIP is selected.
5. Export: Click Export as shown in the above illustration, and then a download window that
displays depends on your browser you are using, and the operating system your computer

Tip
As exporting products' details, please refer to what has
mentioned above.
uses, appears to suggest saving the exporting file.

Importing Customers' Details


The additional operation than that in exporting customers' details is to upload a file by clicking
browse graphic tool.

145

Chapter 8: Improving Your Store

Illustration 192: Importing Customers' Details

Note
In case of a compressed file, a resolving error will occur, unless you
specify the uploaded file as ZIP format. If the same record of the
customers details are contained in the system database, it will be
directly covered after import.

Tip
As importing products' details, please refer to what has mentioned
above.
Considering the slow resolving process when the data are numerous,
please be patient to wait either a successful window or a failure
window. Dont refresh the window when its in process.

Google Sitemaps
Google Sitemaps, under admin>Tools>Google Sitemaps, is an easy tool for webmasters to inform
Google about pages on its sites that are available for crawling.

Creating Sitemaps
Set the renewal frequencies of Categories, Products and Articles in Daily, Monthly or Yearly
depending on your business need. You can also configure the priority of each item. Click Create
Sitemaps to save these settings.

146

Chapter 8: Improving Your Store

Note
The more constantly a store updates products or articles, the
more frequently sitemaps tend to be created. The priority
setting ranges from 0.00 to 1.00, two valid figures admitted.
The larger the value is set, the higher priority it possesses.

Submitting Sitemaps to Google


When the settings of Sitemaps have been customized, you have not set a Sitemaps successfully
until you submit them to Google Spider. You will receive a sitemap notification from the Google site
whether the process of submission is completed successfully. Depending on the suggestions in the
notification, you can apply for a Google account to track your website via Google webmasters
tools.

Note
Make sure that your computer is connected to the Internet
when performing the process of submission, otherwise, you
cannot execute this action successfully.

Dashboard
While the Reports section offers a specific information about your site, you can get a quick view of
some of the most important information regarding your site with the TomatoCart Dashboard. In the left
column of the Dashboard window is Portlets, with 13 detailed items. To display a portlet, select it under
the left Portlets column, and then drag to the right portal page or doubleclick it. To hide the detailed
information to leave only the title of the portlet, click the triangle next to the "close graphic tool". To
display it, click the triangle down. Certainly, the location of a portlet in the portal page could be moved
by dragging its title bar into another dashed frame seen when the portlet window is moved.
Next, lets have a look at the details of each item under the Portlet column.
1. Browsers Statistics
Browsers Statistics lists various kinds and rough share of browsers the visitors viewed your site
using with.
2. Countries
Countries of residence for the visitors and rough share are listed here.
3. Last visits
The statistics of the recent half a month visit counts of your site can be viewed here.
4. New Customers
The New Customers portlet will display newly-registering customers name, date of visiting and
status of activity.

147

Chapter 8: Improving Your Store

5. New Orders
As the name suggests, this portlet will display the latest orders, sorting descending by the date,
showing with total monetary amount of the order, ordered date and the status.
6. Reviews
The products reviewed by customers will be displayed in the Reviews portlet, with the language
the product was viewed in, rate and rating date. The more the stars are colored yellow, the
higher the products are thought of.
7. Order Total Statistics
This portlet tell you total monetary amount of each day in the recent half a month.
8. Orders Status
The Orders Status portlet will display order status, which has been set into eight types, that is
pending, processing, preparing, partly paid, paid, partly delivered, delivered and canceled.
Besides, the number of orders in separate status is displayed.
9. OS Statistics
The OS Statistics portlet will display various kinds and rough share of operating systems the
customers use.
10.Overview
The Overview portlet is set to display the number of "Customers", "Orders", "Products" and
"Reviews".
11. Resolution
The Resolution portlet will display various kinds and rough share of resolutions the customers
use in their computers.
12.Search Engine
The Search Engine portlet will display various kinds and rough share of search engine the
customers use in their computers.

Server Information
The server information section, under admin>Tools>Server Information, shows the store owner details
on the configuration of the webserver that can be used to help diagnose issues.
Server information includes Server Host, Server OS, Server Date, Server Up Time, Database Host,
Database, Database Date, Database Up Time, HTTP Server and PHP Version.
This information presentation makes it easier to find and resolve issues when asking for help in bug
reports or the community forum.

148

Chapter 8: Improving Your Store

Languages
To internationalize your store, you'd better provide language alternatives. The system has only one
language, English, set by default. You can upload and manage your language the Languages section,
under admin>Definitions.

Uploading a Language
Click Upload , and then Browse to find a zipped language package from your computer or local
network. See the illustration below.

Illustration 193: Upload Language

Note that go to TomatoCart Online Translator for more languages.

Importing a language
After uploading a language, you can import by clicking Add. In the Import Language popup window,
you do these procedures shown in the following to import a new language.
1. Select Language
2. Select Type of Import
3. There are three types of import. Select one of them.
4. Select "Save" to implement the action.

Editing a Language
In the Languages section, click edit graphic tool to edit a language (taking English as an example).

149

Chapter 8: Improving Your Store

Illustration 194: admin>Language

Note
The installed languages can be seen in the admin>Languages as the
following illustration shows. Select a language you are familiar with
and it will be applied in the installation environment, administration panel
and the store front.
You may do it abiding by the following steps:
1. Name, Code & Locale
For a specific language, it has the name and set code. Locale has unified expression. The
locale format is code. UTF-8,code,name. Beside the English language expression is
en_US.UTF-8,en_US, english, for the Deutsch language, for example, its Name should be
"Deutsch", Code "de_DE", and Locale "de_DE.UTF-8, de_DE, Deutsch".
2. Character Set should be "utf-8" as the default setting.
3. Select to display texts in either "from left to right" or "from right to left" direction.
4. Define Short Date Format, Long Date Format and Time Format
The date and time formats actually state the order of time unit. Specifically, Short Date Format %m/%d/%Y means the short date order should be Month as number first (such as, 01-12), Day
of the month second ( such as, 01-31) and Year with century last (such as, 2009). Long Date
Format - %A%d%B,%Y suggests the long time order of Full Weekday Name first, Day second,
Full Month Name third and Year with century last. Time Format- %H:%M:%S exemplifies the
time order of 24-hour clock first, Minute second and Second last.
5. Select Default Currency which should be one in the "Currency" module, renewable.
6. Define Currency Decimal Separator and Currency Thousands Separator
7. Parent Language
Parent language refers to the generalized language, regardless of country difference. Take the
parent language English as an example, it may include American English, British English, etc.
8. Input the sort order.
9. If the selected currency isn't set as the default, the box "Set as Default"will appear.

Exporting a Language
In the Languages section, click export graphic tool to export a language (taking English as an

150

Chapter 8: Improving Your Store

example).

Illustration 195: Exporting a language

You may just select among the definition groups, check "Export with Language Data" and click
"Export".

Editing translations of storefront


By editing translations of storefront, TomatoCart gives you absolutely flexibility and convenience to
make your store more local and friendly. The illustration below shows a editing module window.

Illustration 196: Edit Module

Click a certain folder in the left dialog box to see all items included. To edit a certain field, two methods
are offered. Click the field under Value attribute column or click edit graphic tool in its row. Since
Share Your Wishlist title is valued as in the illustration above, it will then appear in the store front like:

151

Chapter 8: Improving Your Store

Illustration 197: Editing Module-Share Your Wishlist

152

Index

Index
Database Backup............................................138, 142

A................................................

desktop............................................................3, 5, 6, 7

Abandoned Cart................................................94, 108

Displaying Manufacturers........................................53

Adding Manufacturers..............................................52

Downloadable products..................51, 71, 72, 95, 103

administrator.............................................15, 138, 139

E.................................................

Administrator Logs.................................................138
also purchased.............................................5, 112, 113

E-Mail Options.............................................19, 20, 27

Article.....................................................5, 7, 133, 134


Article Categories.......................................................7

Email......19, 27, 28, 39, 108, 112, 119, 124, 125, 127,
128, 129, 130, 131

Assigning Customer Groups.....................................88

Email Linefeeds........................................................27

autorun....................................................................6, 7

email templates...................10, 39, 105, 109, 124, 125

B................................................

F.................................................

Banner...............................................40, 138, 139, 140

FAQs.........................................5, 7, 10, 133, 134, 135

Best Sellers.......................5, 46, 47, 48, 112, 114, 137

file manager....................................................142, 143

Boxes.......39, 45, 46, 47, 48, 54, 67, 91, 92, 112, 114,
134, 135, 136

Flat Rate..............................................................29, 30
Free Shipping......................................................29, 38

C................................................

G................................................

Cache Control.................................................138, 141

GeoIP..................................................................40, 86

Categories ................................................................59

Gift Certificate............27, 38, 51, 72, 73, 74, 104, 105

checkout.......5, 19, 25, 29, 30, 32, 33, 76, 78, 85, 105,
108, 120, 121

I..................................................

Compare Products...................................5, 88, 91, 113

Import/Export..........................................................143

Content.....4, 6, 45, 47, 49, 50, 70, 112, 113, 133, 136,
137, 138

inventory management..............................................24

context menu...................................................6, 7, 143

Invoices.........................18, 84, 95, 106, 109, 120, 122

Coupons....................................................10, 112, 116

L.................................................

Credit Cards............................................10, 29, 33, 35

Language............................6, 34, 41, 42, 93, 148, 149

Credit Slips.........................................80, 81, 109, 110

Last Visits .................................................................86

Cross Sell........................................5, 47, 70, 112, 113

logo.................................................................1, 44, 52

Currencies.......................5, 10, 29, 34, 35, 41, 55, 100


Customer Details............................................4, 22, 23

M................................................

Customer Groups..........10, 51, 56, 57, 76, 87, 88, 114

Manufacturers...........................................5, 51, 52, 54

customer reviews..........................................42, 88, 93

Meta Info.............................................................59, 65

D................................................

modules............4, 6, 10, 17, 45, 46, 47, 50, 51, 74, 88


My Account........................4, 5, 76, 78, 103, 110, 126

Dashboard...............................85, 87, 94, 95, 138, 146

My Wishlist.....................................................5, 81, 82
153

Index

N................................................

Services.......................................................40, 92, 114


Shipping/Packaging .................................................20

New Product ............................................................65

ShortCut..............................................................6, 7, 9

newsletter..............................10, 23, 83, 124, 125, 126

Sidebar....................................................................8, 9

notifications......................................5, 46, 76, 83, 126

Simple Products..................................................51, 71

O................................................

Slide Images...................7, 10, 47, 133, 135, 136, 137

Order.....19, 26, 38, 46, 79, 95, 96, 106, 109, 127, 147

SMTP............................................................19, 27, 28

Order Settings.........................27, 72, 74, 75, 103, 104

Specials ............................................................10, 114

order status......................................29, 33, 38, 98, 147

Store Credits.........83, 84, 85, 100, 108, 116, 121, 122

P.................................................

T.................................................

Payment Modules...............................................32, 35

Table Rate.....................................................29, 30, 31

per item...............................................................29, 30

Tax..............................................18, 21, 29, 35, 37, 66

Product....................................................................107

Tax Classes.............................................29, 35, 36, 37

Product Attributes...................................52, 63, 65, 69

Tell a Friend..................................5, 21, 46, 88, 91, 92

Product Expected........................................66, 67, 113

Templates......................................4, 5, 10, 44, 50, 137

Product History...............................................112, 113

U................................................

product listing...............................23, 53, 91, 101, 126

Upcoming Product....................................................67

product Model...................................................66, 116

Upcoming Products.........................5, 47, 67, 112, 113

Product Quantity Units.................................10, 51, 59

USPS...................................................................29, 31

Product Variants......................................52, 61, 63, 68


Purchased Downloadables....................72, 73, 95, 103

V.................................................

Q................................................

Virtual Products .......................................................71

quantity discount groups.....10, 51, 56, 57, 58, 88, 114

W................................................

quickstart.................................................................6, 7

weight classes...............................................10, 51, 55

R................................................

Who's Online..........................................10, 40, 42, 86


Wishlist...............5, 41, 76, 81, 82, 83, 85, 88, 91, 150

Redeem...................................101, 105, 116, 120, 121

Wizard.....................................................10, 17, 21, 27

Regulations...............................................................28

X.................................................

Report......................................................................111
return requests.....................................80, 98, 109, 110

Xsell Products.............................................10, 70, 113

Reviews.................................................10, 92, 93, 147


RSS Feed.................................................................123

Z.................................................

S.................................................

Zone Groups.................................................10, 29, 36


Zone Rates....................................................29, 31, 32

Search .......................................................................88

zones...................................................................35, 36

Server information..........................................138, 147

154

También podría gustarte