Documentation

Browsing the StoreFront

Browsing the StoreFront

This guide is intended to be used as an introduction to the CalypsoWebAd store front. The store front reveals how the customer views and interacts with the store.

The default theme

CalypsoWebAd.com comes with a default theme:

front office

This guide will cover the basics of browsing the storefront with the default theme. 

Navigating the shop

The theme makes navigating a shop's products easily accessible to its customers.

Anatomy of the home page

The home page is arguably the most important page in the shop, in terms of presentation. In most cases, this will be the first page that a customer interacts with (especially if they are directed to the store site from a search engine). The shop's homepage needs to be user-friendly, while at the same time highlighting the shop's products.

The first step in becoming familiar with the storefront is understanding the anatomy of the default homepage.

The header

The header will be displayed at the top of the page, on every page of the store; not just the home page.

front - official header

The header has the following navigation options:

  • Store logo: Clicking on this logo will direct the customer back to the home page of the store.
  • Currency block: The customer can select which currency the store's products will be in by clicking on any of the currency icons.
  • Shopping Cart: Displays the number of items purchased, and the total price of the order. Clicking on the button will containing all of the products added to the cart and an option to "View Cart" or "Checkout".
  • Search box: The customers can type in the search box to search for a product within the store's product categories.
  • Links: Links the customer to the Home page, Wish List, My Account, Shopping Cart, and Checkout.
  • Telephone: Company telephone number.
  • My Account: Customer can register or login from here.

The top menu

The top menu category only displays the top parent categories of products. See Categories for more information on how to create and assign product categories.

Like the header, the top menu will be displayed on every page. When the customer's mouse is dragged over a category, a drop down menu will display the sub-categories for that parent category.

front - official top menu

When a parent category is clicked, the customer will be directed to the category page, which displays all the products within that category.

Slideshow

The slideshow displays several product banners of your choice by alternating the images in a slideshow. After a certain amount of time, one banner will shift to the the next banner. Banners in this slideshow are useful for highlighting certain products to be easily accessible by the customer. When the banner is clicked on, the customer will be directed to the product on the banner's page.

front - official slideshow

Unlike the top menu and header, the slideshow in the OpenCart default can only be viewed on the home page in this position.

Featured products

OpenCart gives you the option of featuring specific products of their choosing on the home page.

front - official featured

The Featured section includes the product image, name, price; and an option to add the product directly to the Shopping Cart.

Footer

The footer is located at the bottom of every page, not just the Home Page. This block of miscellaneous links is useful in sorting relevant pages for the customer that may not logically sort anywhere else.

The organizational scheme of the footer can be divided into the following sections:

  • Information: "About Us", "Delivery Information", "Privacy Policy", "Terms & Conditions"
  • Customer Service: "Contact Us", "Returns", "Site Map"
  • Extras: "Brands", "Gift Vouchers", "Affiliates", "Specials"
  • My Account: "My Account", "Order History", "Wish List", "Newsletter"

front - official footer

Product pages

The OpenCart default product page will follow the structural format seen below.

front - official product page

The product page can be divided into the following sections:

  • Product image: The product image can be displayed under the title on the left-side, along with alternate views of the product underneath it in smaller box. Clicking on the main image will expand the image within the window for the customer to see it in greater detail.
  • Product details: The product code, availability, and price are displayed just right to the product image.
  • Cart: The customer can select a quanity and add the product to their cart, wishlist, or compare.
  • Rating/Sharing: Underneath the cart can rate the product and/or share the product on different social media websites.
  • Description tab: An area underneath the main product information to provide a detailed description of the product.
  • Review tab: An area for the customer to write a review on the product.

Category product listings

Category product listings enable customers to browse products similar to other products within the same category. This is especially helpful for customers looking to compare products, a feature that will be explained under Categories. The category page can be accessed a number of ways. It can be accessed from the top menu, when a customer clicks on one of the parent categories. Also, on product pages a customer can access the category product listing page by clicking on a category on the left side category block.

front - official parent category page

As seen above, the category block is displayed on the left-side like it is in the product page. There is space under the Category title at the top to add a description to the category. The "Refine Search" links to sub-categories of that category for the user to browse. The products can be displayed according to the customer's preference: in a list or grid. The above image is sorted in the listing format. The products can be sorted according to name, price, rating, or model in the "Sort By" box. The number of products displayed in the product listing can be changed in "Show" from 15 up to 100.

There is a section that gives space for each of the products within the category, providing a product image, description, price, and an Add to Cart option. There is an option to add the product to a wish list. Another option for the product is to "Add to Compare".

Product compare

The "Add to Compare" feature in the product section allows the customer to compare the different specifications, features, and price of a number of products s/he might be interested in.

front - official product compare

The customer is given the option to add one of the compared products to the cart if they want to. Pressing "Continue" will bring the user back to the home page.

Shopping Cart page

Once a customer adds a product to the cart, they can access the shopping cart in the header under "Shopping Cart".

front - official shopping cart

The shopping cart gives an overview of the product selected by including the categories "Image", "Product Name", "Model", "Quantity", "Unit Price", and "Total". The customer has an option to add a coupon code or gift voucher, or estimate shipping & taxes, before heading to the checkout. The "Continue Shopping" button links back to the homepage.

Creating an account

Before a customer can continue checking out a product from the shopping cart, the customer needs to select either guest checkout or log into their account. The guest checkout doesn't require log-in details. Returning customers may want to make an account with the store.

There are a few ways a customer can make an account:

  1. Checkout
    front - official checkout register account

    Step 1 of the check out process allows the user to make an account before continuing with payment. Selecting "Register Account" will change Step 2 of checkout from Billing to Account & Billing details. Account & Billing asks for the same personal details as Billing, except that it asks for the user to create a password for their account. After Step 2 is completed, the customer may continue with the checkout process.

  2. Header- "My Account"
    front - official checkout header

    Clicking "My Account" in the header will show the option for customer to the Login or create account. This page gives the customer an option to log in if they already have an account, or create a new account. In the "New Customer" section the customer can click "Continue" under Register Account to be directed to the "Register an Account" page.

Checkout

Once a product has been added to the cart, the customer can continue to the checkout to make their product purchase. The Checkout page can be accessed in the header section of every page (found under the search box). Customer checkout using OpenCart is a simple process that can be completed in 6 steps.

  1. Step 1: Checkout options

    The customer can log into or register their account (as explained above), or select guest checkout.

  2. Step 2: Billing details

    Personal details including "First Name", "Last Name", "E-mail", and "Telephone" are filled into a form. It also requires the customer's address details.

  3. Step 3: Delivery details

    In Billing Details, the user can check a box to indicate that the delivery details and billing details are the same. This will cause it to skip over this step to Delivery Method. If the delivery etails are different from the billing details the customer can enter this information in a form in this section.

  4. Step 4: Delivery method

    A method of shipping is selected here. A comment box is added for the customer to add comments about their order.

  5. Step 5: Payment method

    The customer selects their method of payment here and may add comments in the comment box.

  6. Step 6: Confirm order

    In this last step, the customer will see an overview of their purchase; including the product description, quantity, and price (with tax & shipping).

Store front customization using the admin dashboard

All of the features listed above can be customized to some degree in the admin panel. The administrator can change the position of certain products, disable categories, edit prices and descriptions, upload banners, etc. There is much work that can be done in the OpenCart admin to establish the shop's brand.


Admin Interface

Connecting the OpenCart administration

OpenCart's administration side of the store is where you can modify features, upload images, add products, keep track of customers, manage payments, and much more. Customization in the admin affects how the customer will interact with a store: by modifying the look, structure, and content of the store front.

Accessing the admin panel

To access the admin panel, type in location of the store into the web browser followed by "/admin". For example, if your store is located at "www.chocolatechip.com", your admin panel is located at "www.chocolatechip.com/admin". Even if the store is located in a sub-folder or on a sub-domain of their site, adding "/admin" to the end of the store's path will lead you to the administration side.

If the name of the folder is changed by you during installation, the location of the admin panel is changed to that new name. For example, if the name of the admin folder is changed to admin1, the new location of the admin panel is at "www.chocolatchip.com/admin1".

A username and password is created in Step 3 of the auto-installer during installation. This information can now be used to fill in the administrator login details.

admin interface login

After filling in the correct username and password, pressing the "Login" button will direct you to the OpenCart dashboard. When you first login to your shop, the dashboard will be blank (as seen below), because there isn't any statistical data to be analyzed yet.

admin interface dashboard

Entering the administration through the Dashboard

The dashboard is the first thing you will see when entering OpenCart's admin. The main function of the dashboard is to give the shop owner an overview of how the shop is performing. There are 3 sections of the dashboard that can help you understand the statistical data collected by your store:

  • Overview:

    There are four chart showing the status of your website. They are Total Orders, Total sales, Total Customers and People Online which help you to easier to know the analytics.

  • World Map:

    A world map to show where the orders from your website were coming from.

  • Sales Analytics:

    A graph is provided to track the chronological progress of the store relative to the amount of orders and customers over time. The x value is time; which can be hours, days, or months depending on the range selected. The y value displays the number of total orders(yellow) and total customers(blue).

  • Recent Activity:

    A section to check the recent activity from any customer from your store such as login, creating account or placing new orders.

  • Latest Orders:

    A list that displays the last orders and their details ("Order ID", "Customer", "Status", "Date Added", "Total", and "Action")

Above the dashboard in the top menu is the administration navigation. You can navigate between the "Catalog", "Extensions", "Sales", "System", "Reports", and "Help". These sections will be explained in further detail in the following sections of the User Guide.

Filter

Filter

Filter is a handy tool used regularly throughout the OpenCart administration. You may type into one of the information field for the item on the item list. Pressing Filter will "filter out" all the items in the list that do no match the criteria entered in the space, leaving only the items that match. With Filter, you can quickly locate any information stored in list form. Products, Categories, Customers, Reports, Orders, and more all use Filter as the main search tool to locate items in a list.

For examples, if you would like to look up a product in the product list, you can use "Filter" as a shortcut to search for that product. This can be helpful when there is large amounts of product and you would like to edit a specific product without having to browse through every page for it. The search boxes are located in the first row above the product list.

look products filter

In the screenshot above, "nikon" is typed into the "Product Name" information field. "Filter" only displays what matches "nikon". The Nikon D300 is the only product displayed because it is the only product name containing the words "nikon" in this shop. If the "nikon" wording was present in more than one product name, the "Filter" button would display all of them.

Image manager

Image manager

The Image Manager is a tool used in the administration to upload image files. Banners, product images, the store logo, and manufacturers will all need images uploaded using the Image Manager.

This function can be opened in Category, Product, Banner, Store setting pags and etc which is needed to edit the image for the store.

Admin - Image Manager


Clicking  will open up a new window called the "Image Manager". Click the  Upload button in the toolbar, which will open up your computer's file directory to directly add them. The images below were provided for the default products. Select an image by clicking on one, and press the  Delete& button in the toolbar to delete it.

Admin - Image Manager

SEO keywords

SEO keywords

OpenCart allows the use of search engine optimized URLs for product, category, manufacturer and information pages. SEO keywords are defined per product, category, manufacturer and information page, stored in a database table (url_alias), looked up at each page request, and translated into an internal URL.

In order to use SEO keywords, they must be enabled in the store settings page, server tab in the admin interface.

System Setting - SEO URL

A correctly formatted .htaccess file must be present in the root of the OpenCart installation (beside the admin and catalog folders). The contents of the .htaccess file are shown below: 

# 1.To use URL Alias you need to be running apache with mod_rewrite enabled.
# 2. In your opencart directory rename htaccess.txt to .htaccess.
# For any support issues please visit: http://www.opencart.com
Options +FollowSymlinks
# Prevent Directoy listing
Options -Indexes
# Prevent Direct Access to files
<FilesMatch "\.(tpl|ini|log)">
 Order deny,allow
 Deny from all
</FilesMatch>
# SEO URL Settings
RewriteEngine On
# If your opencart installation does not run on the main web folder make sure you folder it does run in ie. / becomes /shop/
RewriteBase /
RewriteRule ^sitemap.xml$ index.php?route=feed/google_sitemap [L]
RewriteRule ^googlebase.xml$ index.php?route=feed/google_base [L]
RewriteCond %{REQUEST_FILENAME} !-f
RewriteCond %{REQUEST_FILENAME} !-d
RewriteCond %{REQUEST_URI} !.*\.(ico|gif|jpg|jpeg|png|js|css)
RewriteRule ^([^?]*) index.php?_route_=$1 [L,QSA]
### Additional Settings that may need to be enabled for some servers
### Uncomment the commands by removing the # sign in front of it.
### If you get an "Internal Server Error 500" after enabling any of the following settings, restore the # as this means your host doesn't allow that.
# 1. If your cart only allows you to add one item at a time, it is possible register_globals is on. This may work to disable it:
# php_flag register_globals off
# 2. If your cart has magic quotes enabled, This may work to disable it:
# php_flag magic_quotes_gpc Off
# 3. Set max upload file size. Most hosts will limit this and not allow it to be overridden but you can try
# php_value upload_max_filesize 999M
# 4. set max post size. uncomment this line if you have a lot of product options or are getting errors where forms are not saving all fields
# php_value post_max_size 999M
# 5. set max time script can take. uncomment this line if you have a lot of product options or are getting errors where forms are not saving all fields
# php_value max_execution_time 200
# 6. set max time for input to be recieved. Uncomment this line if you have a lot of product options or are getting errors where forms are not saving all fields
# php_value max_input_time 200
# 7. disable open_basedir limitations
# php_admin_value open_basedir none

The .htaccess.txt file should be present in your store's root folder. If not, copy and paste the text above into a text editor and save it as ".htaccess". If the .htaccess.txt file is present, please change its name to ".htaccess". With the .htaccess file changed, you should be able to add unique SEO keywords to individual products, manufacturers, categories, and information pages.

The SEO keywords you add will be displayed in the url of the page, so they must be unique for each product, product category, etc. Let's see what happens when we add the SEO keyword, "nikon-camera", to our Nikon D300 product under the Data tab:

Admin Product - SEO Example

If our store is located at "www.mystore.com", the new URL of the Nikon D300 product page will be located at "www.mystore.com/nikon-d300". Overall, creating SEO keywords will clean up your store page's URL and optimize your page for search engines.

www.mystore.com/nikon-d300

Store front - SEO Example


SSL Certificates and HTTPS

SSL Certificates and HTTPS

With sensitive customer and payment information being handled by your store, it is critical that you are able to secure that important information as it travels between web server and browser. As a result of this need, many store owners turn to HTTPS for additional security. A SSL certificate needs to be obtained and installed before you can enable HTTPS for your store.

Once the SSL certificate has been installed, go to the Server tabs under your store's settings in your admin panel. The first option in the Server tab lets you decide if you want to use SSL. Selecting "yes" will enable the SSL so that you can access your store through HTTPS.

use ssl


Category Overview

Categories

In the default theme of the store front, parent categories are listed in the top menu of the home page, and on the left side of product pages. This navigational feature is used to guide customers to similar products within the same category. Exposing customers to different products within a category lets the customer compare the similarities and differences between products to make the most informed purchase. When adding products to the store, you will be asked for a product category to sort them in. It is a good idea to establish these categories before adding products, to save yourself the trouble of adding the category name to the products later.

To access the Category page in the administration, hover over the Catalog button and click on Category in the drop-down. You will be a directed to a page that displays the category names of the store products (as seen below).

look category

The categories above were included with the default products provided by the install. You may delete them to make room for the store's product categories. To delete, check the box next to the row that the category is listed on. When the products selected for deletion are checked, "Delete" can be clicked on in the upper right corner. This should remove the product categories completely.

The Sort Order indicates the order that the categories are displayed in the top menu and category box on the product page. Desktop (sort order-1) will be sorted above Laptops & Notebooks (sort order-2) because it has a higher priority.

Clicking "Edit" under "Action" will direct the administrator to a form to change the category information. Clicking "Insert" will allow the shop owner to insert more products to the site.

Create a category

Before you learn how to add products, you will need to understand how to create product categories. Product category is an essential organizational feature in OpenCart. OpenCart organizes the structure of an online store around these product categories. Every product category gets their own space in the store to display all the available products for that category.

Organizing products into categories is useful for navigating a store's inventory in both the store front and administration side. In the administration, creating categories for products will help the shop owner keep track of specific products within a category. In the store front, customers will be able to browse their favorite products by category. Category pages can be accessed in the top menu and from the category box in the product page.

Go to Catalog > Category in the administration. If this is your first time in the category section you will see a list of categories created for the default products. You should feel free to delete them to make room for your store's products. To create a new category for products you can click "Insert" in the upper right corner. You will be directed to the category's information page. Category information can be filled out under three tabs: "General", "Data", "Design".


Category General

General Tab

The General tab asks for basic information regarding the product category:

Category Name *-
DescriptionText that will describe this category on the category page, to be viewed by the customers in the store front of the shop.
Meta Tag Title *Category name to be shown on browser tag section.
Meta Tag DescriptionA summary of the category to describe the category page to search engines.
Meta Tag KeywordsSimilar to meta tag description, but asks for a single keyword to describe the product.
* Required ield

Category - General Tag

Category Data

Data Tab

The Data tab asks for the following data:

  • Parent Category: Categories are arranged in a hierarchical structure; with the parent category always on top. You may choose to create a category under a parent category, turning it into a sub-category. In the category list the category will be displayed as "Parent Category > Sub-Category". If "None" is selected, the category created will be a parent category.
  • Filters: Map any pre-created filters to a category. See Filter for more information on how filters work.
  • Stores: If you are managing more than one store with OpenCart, you may check which stores you would like to add this category to. If only one store is available, "Default" may be checked. See Creating a multi-store for more information about multi-stores.
  • SEO keyword: A keyword that will be included in the category url for search engine optimization.
  • Image: Select the main image for the product page and the thumbnail for product listings. See Image manager for more information on how to upload an image using the image manager tool.
  • Top: Checking this section will display this category in the top menu of every page. If no selection is made, it will not be displayed.
  • Columns: This number controls how many sub-categories are displayed when selecting the parent category.
  • Sort Order: This sort order determines the position of the category in the menu. A sorting order of 1 would be displayed before a sorting order of 2, 3, and so on.
  • Status: Selecting "enabled" makes the category publicly available in the store front. Selecting "disabled" will hide the category from the store front, but will still be available for editing purposes in the administration.

category data



Categories SEO

SEO Tag

Category - SEO Tag


Category Design

Design Tab

The design tab consists of the "Layout Override" feature. In this feature, you can choose to override a layout, such as the 'Account' page, to include the category on that page. For more information on layouts, see Modules. You can just leave it blank for the meantime.

look category design

Pressing 'Save' in the upper right corner will save the information in the General, Data, and Design tabs, and add the product category to the category list. With the product categories created, you are now ready to add products to the shop.

Product Overview

Products in the administration

Products are the bread and butter of the average OpenCart store. Therefore, it is essential that you learn how to manage your store's product inventory using the OpenCart administration side. Before adding products, you must make sure that you have all the necessary information about the product you are adding to the store. To get detailed information of your products to your customer, OpenCart requires this information to be gathered beforehand. The more information given to OpenCart about a specific product, the more informed the customer will be about that particular product when purchasing it from your store.

Products overview

The Product section, accessed under Catalog, will display all the products available in the store.

Every row of product will contain the following information:

  • Image
  • Product Name
  • Model
  • Price
  • Quantity
  • Status: Selecting "Enabled" lets the product be visible in the store's store front. Selecting "Disabled" will remove the product from view.

Checking an individual box in the first column will select the product information within the same row. Once selected, you can choose to "Copy" or "Delete" the product. "Copy" will duplicate the product and it's information categories. "Delete" will remove the product selection (including its information) completely.

look products

If you would like to look up a product in the product list, you can use "Filter" as a shortcut to search for it. For more information on the Filter tool, visit Filter. Pressing "Insert" in the top right corner will direct the administrator to a form to add new products.

Managing and adding products in the catalog

The complete list of store products can be found under Catalog > Products. If this is your first time in the Product section, you will notice the default products left over from the installation. These products can be used to experiment with and explore the OpenCart features before launching your store. You will eventually need to delete these products to make room for your store's products.

To delete the default products:

  1. Check the box left of the "Image column" in the list. This should select all the products on the page.
  2. Click the "Delete" button on the top right side.
  3. Press "OK" when a window pops up asking "Delete/Install cannot be undone! Are you sure you want to do this?".

There should now be a blank list to add individual products to. The "Insert" button directs the administrator to a page requiring product information under the following tabs:

Before products are added to the administration, product categories must already be established by the administrator. See Categories before continuing with this section. With the product categories created, products are now ready to be added to the catalog.

Saving the product

At this point in the guide, you will have completed all the steps and filled out all the appropriate information for the product. To complete the process of adding this product, click "Save". When you return to the Products page under Catalog, you will now see this product listed. You can choose to modify any of this information included above, at any time, by clicking "Edit" across from the product.

Product General

General Tab

The format of the General tab is identical to the General tab when creating a product category, with the addition of the Product Tags feature:

  • Product Name
  • Meta Tag Description: A summary to describe the product page to search engines.
  • Meta Tag Keywords: Similar to meta tag description, but asks for a single keyword to describe the product.
  • Description: Text that will describe this product on the product page, to be viewed by the customers in the store front of the shop.
  • Product Tags: A tag to describe the product to the customers. If a customer types in this tag in the search box found in the header, the product will be displayed in the search results.

adding products general

Products Data

Data Tab

The data tab includes all the product criteria that will be included on the product page in the store front for customers to view:

adding products data

Fill in the spaces above with the following information:

  • Model: create a model number for the product using a combination of letters and numbers. (required)
  • SKU (stock keeping unit): a random code for the product.
  • UPC (universal product code): the product's unique barcode.
  • Location: where the product is located.
  • Price: set a price for the product.
  • Tax Class: select a tax class category on this product that was made Settings > Localisation > Tax Classes. This will apply the tax in the checkout for the product. Select "None" if taxes will not be applied to this product.
  • Quantity: The total amount available in the store for this specific product.
  • Minimum Quantity: the minimum amount of product a customer must reach to add that product to their Shopping Cart.
  • Subtract Stock: "Yes" will subtract stock from the quantity of the product (Ex: If there are 100 computers, and a customer buys 2 computers, Subtract Stock will change the quantity to 98).
  • Out of Stock Status: select "Out of Stock", "In Stock", "2-3 days", or "Preorder" as the message shown on the product page when the product's quantity reaches 0.
  • Requires Shipping: If the product requires shipping, select "Yes". If not, select "No".
  • SEO keyword: create a keyword for search engine optimization of this product. It will be seen in the URL of the product page. Therefore, the keyword created must be unique for every product.
  • Image: clicking "Browse Folders" will lead the administrator to the Image manager to upload a new image.
  • Date Available: the date when this product will become available for purchase.
  • Dimensions: enter the length by width by height of the product if there are dimensions to include.
  • Length Class: determines the metric units for the dimensions above.
  • Weight: Enter a number for the weight.
  • Weight Class: Specify the units of weight for the number entered into "Weight".
  • Status: Enabling makes the product publicly available in the store. Disabling allows the product to be edited in the administration , but hides it from the store front .
  • Sort Order: When the product is sorted in a list, a number assigns it a priority. A product with a sorting order or 2 will be placed higher than a product with a sorting order of 3, but lower than a product with a sorting order of 1.

Products Links

Links Tab

The Links tab specifies which pages OpenCart will show the product on:

  • Manufacturer: Selecting the product's manufacturer will place the product on the manufacturer's page. Select manufacturers can be viewed on the home page if added to the manufacturer banner.
  • Categories: Check the categories that the product will be placed into. The product will be listed on the category's page in the store.
  • Filters: Select the filters to be applied to this product if your Filter module is enabled. See Filters for more information.
  • Stores: Check which stores will sell this product. Clicking "Default" applies if there is only one store to be managed.
  • Downloads: If the product is a downloadable product, select the file that will be included with the purchase.
  • Related Products: In this space, type any related products for this product. These products will be displayed on that product's page for the customer to view. When typing in the space, a drop down box will appear with related products.

adding product links


Product Attributes

Attribute Tab

Attributes are the specifications that are compared between products in the Product Comparison. Attributes are originally created under Catalog > Attributes. In Catalog > Products, selecting an attribute will assign an attribute directly to a specific product. If OpenCart was just installed, it will be blank. Press "Add" and a form below should appear. Fill in the blanks with the attribute name and information, and click "Add Attribute".

adding products attribute

For example, if a customer wanted to compare monitor size of a computer monitor with another product with a monitor, we could create an attribute for the product. Under "Attribute" we would call it "Monitor size"; in the Text box area we would type the dimensions of the monitor of that specific product, and click "Add Attribute". See Attributes for a more in depth explanation of attributes.


Product Options

Option Tab

Options are extra selections that a customer can make on the Product page before adding the product to the shopping cart. Options are first created under Catalog > Options, then assigned to a product that is created under Catalog > Products.

adding option choose

One example of an option is "size". Begin by typing "size" into the search box. Size should appear in a drop down box. Select it, and click on the green add button. On the right, click "Add Option Value".

adding option value

The Option Values were previously created in the Options section under Catalog. In this section any option can be added, such as "Large". To subtract from the quantity every time a product is purchased with this option, you can select "Yes" under "Subtract Stock". An increase of price can be added to the option value, points, and weight. Click "Add Option Value" to assign that information to that specific option value. You can click "Remove" to erase the option value. See Options for a more in depth explanation of the options feature.


Product Discount

Discount Tab

The Discount Tab needs the following information to include a discount for a product:

  • Customer Group: A group of customers (made in Sales > Customers > Groups) that meet a criteria to use this discount.
  • Quantity: The limit for the amount of products that can apply this discount.
  • Priority: Adding a priority number such as 1, 2, or 3, will determine when this discount will be used when other discounts are applied to a customer's order. 1 will apply this discount first, while 2 will apply it second, and so on.
  • Price: The discounted price.
  • Date Start: The first date the discount will be applied.
  • Date End: The last date available for use of the discount; the date the discount will end.

adding discount

Press "Add Discount" once the information has been filled in. Click "Remove" to remove the discount from the product.


Product Special

Special Tab

The Special tab is identical to the Discount tab, except that this offer will be considered a special, not a discount. Fill in the customer group, quantity, priority, price, date start, date end.


Product Images

Image Tab

The images tags let the administrator add additional product images to the product page. The main image was already uploaded in the Data tab of Products, so keep in mind these images will be included below that main image on the product page.

adding main product images

You may click "Add Image", then "Browse" to select an image from the Image manager. Assign a number for sorting order. "1" will make it the first additional image, while every descending sorting number will follow it. The image above is an example from a product page in the store front. The large main image was added in the Data tab. The images above were added in the "Image" tab, with the farthest top left assigned as 1, and the following images assigned a lower priority.


Products Reward Points

Reward Points Tab

Reward points is a feature of OpenCart that assigns customers "loyalty points" for purchasing products from the store. Customers can use these acquired points as a currency to purchase products from the store. You can assign this product a certain number of reward points required for a customer to purchase it with. If you don't want to allow this product to be bought with reward points, you can simply leave this area blank.


Product SEO

SEO Tag

Category - SEO Tag


Product Design

Design Tab

If you want a product available on other layouts besides the product page, you can choose to override certain layouts in order to include that product on that page.


Profiles

Profiles

Profiles are a new, optional feature in OpenCart 1.5.6. They allow you to set up recurring payments for your customers. Profiles are useful if you plan to sell products by subscription, if you are promoting a discount or member's club, or if you are simply breaking up payments into smaller portions. This feature gives the store owner more control over how customers are charged for products or services.

In order to set up a recurring payment or view your existing profiles, first open your Catalog > Profiles Tab..

catalog profiles page

Adding New Profiles

If you choose to Insert a new profile, you will see the following options:

adding new profiles

  • Name:This will be the name of the subscription or payment plan, such as “$35 per month or Discount Club.
  • Sort Order:This is simply for putting your profiles into a certain order, to make your top picks easier to find.
  • Status:You can enable or disable the profile here.
  • Price:The actual price of the program or subscription. In this example, it is $39.99.
  • Duration:The number of times a user will make a payment. Set to 0 if unlimited. If unlimited, the payments plan will continue until cancelled by you or the user. In the example, the duration is set to 12 months (for a yearly subscription).
  • Cycle:The number that will be applied to your frequency option.
  • Frequency:This option allows you to choose how often a user will make a payment. In the example, the cycle is "1," and the frequency is "month," causing the user to be billed monthly. If you wanted your customer to be billed every three weeks, you would choose "3" as the cycle, and "week" as the frequency.
  • Trial Status:Here, you may enable or disable a free trial. If disabled, you may leave the following options blank.

Adding a Trial to a Profile

If you choose to enable a free trial or special pre-payment program, the form will ask for the following information:

Adding Trial to Profile

  • Trial Price:The price of the subscription or payment plan during the trial period
  • Trial Duration:The number of times a user will make a payment before the trial expires
  • Trial Cycle:The number that will be applied to your trial frequency option
  • Trial Frequency:How often the trial will cycle.

In this example, the trial cycle and trial duration are both set to "1," and the frequency is set to "month," creating a free trial of this plan that lasts one month only. If you wanted to make a free trial that lasted two weeks, you would set trial duration to "1," trial cycle to "2," and trial frequency to "weeks."

Do not forget to Save when you are finished, and you will see your new profile listed on your Profile page. Now, in order to apply your new profile, you must connect it both to a product and to a customer group. Learn more about how to make a customer group on the Customer Group page.

Applying Your Profile to a Product

Once you have created your customer group and added your selected customers to that group, you are ready to apply your profile to a product.

Open your Catalog > Products page and choose a product. Click Edit, then click the Profile tab.

Applying Profile to Product

Click Add Profile, and you will see dropdown boxes appear that will allow you to choose which Profile and which Customer Group to apply to that particular product. When you are finished, click Save.

Your new Profile has now been applied to your selected customers for your selected product.

Filter

This function can be found on Categories and Products pages when create or edit on Data tab.

Default system does not include any data on filter, that's why no data popup on the field.

Filter List

Open the left menu in Catalog and click the Filters on row four. There is the empty list on the figure, click the create button to next page.

Filter Info

Get into the info page, there are part of fields are requested:

Filter Group

Filter Group Name *Name of filter group
Sort OrderIt will affect the filter groups sorting on store front. Can leave it blank or type 0 on it.
* Field is requested, cannot blank and submit

Filter Values

Filter Name *Name of filter value
Sort OrderIt will affect the values sorting in the group on store front. Can leave it blank or type 0 on it.
* Field is requested, cannot blank and submit

Edit Category

Category Filters

For example, Colours filter group is created, and edit the Desktop from categories. Add the Red and Black into this category and save changes.

Edit Product

Product Filters

Now, edit the product which is under Desktop and add the filter Red on it and save changes.

If the filters module is enabled, it will be displayed in Desktop on store front category page when it is done. For more details about layout setting please click here.

Store front

If the module is set on the top, the result will be same as below figure when clicking into Desktop.

Store Front - Desktop Refine Search


Attributes

Attributes in the administration

The attributes section lets you edit the attributes compared between products in "Product Comparison". When viewing products in the store front, customers have the option to add products to "Add to Compare" to analyze the similarities and differences between products in the store. Attributes can be used to describe the size, weight, color, and any other specifications of the product that have potential for comparison. You can create these attributes in the Catalog > Attributes area. To add attributes directly to products, visit the Attribute tab under Products.

 Try to create universal attributes that are consistent across specific categories of products. For example, if your shop sells computer monitors, you could create a 'screen resolution' attribute. This attribute needs to be added consistently to all the computer monitor products in your store. It is more likely that a person will compare two computer monitors, rather than comparing a computer monitor and a random product with different attributes.

Attribute Groups

An attributes group contains related attributes that can be compared under Product Comparison. Attributes such as 'Clockspeed' and 'No. of Cores' can be organized under the larger attribute group of 'Processor'.

look attribute groups

To create an attribute group, go to Catalog> Attributes> Attributes Group and click "Insert". This form only requires an attribute group name in "Attribute Group Name". Adding the "Sort Order" is optional. Adding a sort order will affect the arrangement order of attributes under Product Comparison. The attribute groups created here can have individual attributes added to them later.

Creating attributes

In Catalog > Attributes, attributes can be created, edited, and deleted.

look attributes name

To create a new attribute, click "Insert". This button will direct you to a page asking for the "Attribute Name", "Attribute Group", and "Sort Order".

look attributes

The "Sort Order" determines the position of the attribute if the product has multiple attributes assigned to it. The "Attribute Group" is the larger group of attributes that this particular attribute will belong to when assigned.

Attributes in the store front

At this point in the guide, you should be familiar with creating attributes on the administration side; so let's see how creating an attribute in the back-end can affect the store front of the shop. For the purposes of this example, we want to add a 'Display' attribute group to help our customers compare the differences between "aspect ratio" and "monitor size" attributes for our default laptop products in our store.

Creating an attribute and attribute group for Product Comparison

The first step is to create a broader attribute group to store our individual attributes, aspect ratio and monitor size. We will create 'Display' as our attribute group, under Catalog > Attributes > Attributes Groups.

display attributes

The next step is to create the specific attributes, Aspect Ratio and Monitor Dimensions, with descriptions under Catalog > Attributes > Attributes.

aspect ratio

We type the name, Aspect Ratio, then assign it to the broader attribute group "Display". We assign 1 to sort order because we want this attribute to be above all the other attributes in the Display attribute group. When we click "Save", "Aspect Ratio" will be added to the attributes list. We create another attribute named "Monitor Dimensions", but we will change the sort order to 2, so that it appears below "Aspect Ratio" under Product Comparison.

Assigning the attributes to a product

Now that we have the attributes created, we need to edit the individual products to contain these attributes. To be consistent, we will add "Aspect Ratio" and "Monitor Dimensions" to all of our laptop products. We don't want a scenario where our customers need to compare different laptop products, but only one or two of our laptops has the "Aspect Ratio" listed to compare.

To add attributes directly to a product we go to Catalog > Products, and click edit for our HP laptop product. In the Attributes tab, we add the Aspect Ratio and Monitor Size attributes individually. The text description must be manually added, so we add 16:10 to "Aspect Ratio" and 19.3" x 27.2" to our monitor size. As seen below, when we start typing "Monitor", both the attribute group and attribute name is displayed in the drop down box..

attributes

We will continue on by adding these two attributes individually to all of our laptop products.

Viewing the attributes in Product Comparison

In the store front we added the Sony VAIO and HP LP3065 laptops to our product comparison from their respective product pages. Under the Product Details we can see our Display attributes group (highlighted by the red box). Since we gave the group a sort order of 1 when we inserted it into the attribute group list, it was the first attribute group displayed. Within the "Display" group, our "Aspect Ratio" and "Monitor Size" attributes are listed according to their sorting order. The specific text we included in the attribute section under Products is shown under each respective product column.

add attribute

Our customers can now make a more informed decision with their purchase by comparing the Display attributes in Product Comaprions. Understanding how to use attribute groups and attributes with products can help raise the level of customer satisfaction.


How to DELETE the items?

After Create the attributes and groups, how to delete the item in these pages? If user just check the item and delete New Attribute Item, the system will be respons with below screen:

Attributes Delete Error

The reason is New Attribute Item already access into the products. OpenCart system is not allowed the attribute(s) delete in this status. Before take this acction, user should confirm all the attributes are clear into the product or delete the whole product.

There is same case with Attribute Groups, clear all Attribute items before delete the groups.

Attribute Groups Delete Error


Options

Options in the administration

The Options section, under Catalog, lets you customize what details the customer sees when checking out a product. On the product page, the "Available Options" section is displayed under the price. The option for that product must be selected before the customer can add the product to the shopping cart.

The image below displays the default options, but you can choose to edit or delete any of them. Essentially, the options can be created to fit whatever added specifications are needed for the customer to purchase the product. The "Insert" button will direct you towards creating a new option.

look options

For example, if you wanted the customer to choose a size for a particular product before checking out, you can create a "Size" option.

The "Type" dropbox will show a variety of ways to display this option:

  • Choose: Select", Radio, Checkbox, Image"
  • Input: Text", Textarea
  • File: File"
  • Date: Date", Time", Date & Time"

look options size

For the "size" option, three option value's were created : "Small", "Medium", and "Large". Images could be added for the option, but since it is referring to size the option value name will suffice. If the option was "Color", having images of the color would be appropriate.

Adding options to products

To apply the options to a specific product, you will need to edit the Option tab under Catalog > Products. Options could to be created prior to adding a product, then added during product creation in the Options tab.

Options in the store front

With the general concept behind "Options" explained above, we can now go into a detailed example of using the Option section to alter the checkout experience in the store front. For this example, we will be adding Options to the iPod Classic product example provided from installation.

The image below was taken from our iPod Classic product page. We can see that product details such as manufacturer, product code, availability, and price are given product details next to the product image. The only interactive option seen below is the "Qty", or quantity. In the space provided next to quantity, the customer can alter the amount of iPod classics to be added to the shopping cart.

iPod Classic

For the purpose of this example, we want to add more options to customize the type of iPod Classic that will be purchased by the customer. Under Catalog > Options we will insert new options with varying option values. OpenCart allows for four different types of options for customers to select under Options: ChooseFileDate, and Input.

Choose type

The "Choose" Type lets the customer select specific option values. Among these choose types are the following sub-types:

  • Select: Provides a drop down box where the customer must select an option value.
  • Radio: Select-able icons with the option values. Only one radio selection can be made; clicking another selection will deselect the previously clicked option and move it to the current selection. 
  • Checkbox: Multiple option values can be checked at once.
  • Image: Gives a radio selection next to small uploaded images.

In our stock we have different colors of classic iPods: black, silver, and white. The Option Name to describe these colors will be "Color". We decided that we want to use a radio type option to display the color options. We want this option to be the first option in the list, so we gave it a sort order of 1. We added 3 option value names for our colors: Black, White, Silver. If we wanted to, we could have uploaded an image of the iPods in their different colors next to their respective value names using the Image manager.

option color

Next we will move to the Options tab to add our option to a product under Catalog > Products. This section is different than the Options section under Catalog because it will directly assign a previously created option to a product. We clicked the green '+' icon and typed in Color to bring up our "Color" option that we made under Catalog > Options. In the Option Value column, we added 3 values to enable the Black, Silver, and White option values to be displayed. In addition, we added the quantity of each color available, selected "yes" to subtract stock, and added 10 points to the Reward Points. We could add an increase or decrease in price for select colors, or indicate the weight, but we chose not to.

option color product

Saving this Color option under the Options tab will automatically change how this product is viewed on it's product page. The product page can be seen in the screenshot below. Already, we discover that a new section has been added under price named "Available Options". We see our Color Option with the three colors in a radio selection format. The red asterick means that this option must be selected before adding it to the cart. If a selection isn't made, the customer cannot add the product to the Shopping Cart.

product page option color

File type

The file type requires the customers to upload a file of their own before adding the product to their cart. In our example, we want the customer to upload an image file before checking out so that we can add the image to a custom iPod case. There is only one option under File Type called File.

ipod  case custom image

When we move to the Option tab under the Catalog > Product to add the option to the product, there is only an selection to require the file or not. There isn't any option values since it is up to the user to upload their own file from their computer.

ipod case custom image product

The result of saving this option can be seen on the iPod Classic product page. The sort order of 2 set the file type option below the Color option. When the customer clicks on the "Upload File" button, they can select a file from their computer that will be included in the checkout.

ipod case cusom image product page

Date type

The Date type allows for three different types of selection: Date, Time, or Date & Time.

For our product, we want the customer to include a specified date for delivery, so we title the Option Name as "Delivery Date". We select the Date type because we don't want the exact time to be included. We added a sort order of 4 because we want this to be the last option viewed before the customer adds the product to their cart.

delivery date

In the Option tab we can determine if it is a required option and what date we want included in the space. The customer can change the date using the calendar on the product page, so the date of the option value doesn't matter too much.

delivery date porduct

The result of the date type can be seen in the product page image below. The Delivery Date was sort number was 4, so it falls below the Color and Ipod Case Custom Image options.

delivery date product page

Input type

The Input type allows for a text or text area option. The difference between text and text area is that text is one line of blank text to be filled in, while text area gives more space for longer comments. For our iPod Classic we decided that we need an Engraved Name option to engrave the name of the customer on the iPod. We need the customer to type in their first and last name, so we chose the text type. We gave a sort order of 3 because we want the Engraved Name option to be above the Delivery Date.

engraved name

In the Options Tab under Products we decided that this option doesn't need to be required to check out. In the Option Value we filled in "First and Last Name" so the customer knows to enter their first and last name in the box.

engraved name product

When the option is saved to the product, we can see the Engrave Name section under Ipod Case Custom Image and above Delivery Date. The red asterick is missing because we chose "No" under "Required". The option value shows "First and Last Name" in the box, but the customer can type their own name in that area.

first and last name

Options displayed in the shopping cart

When the customer makes their selection and adds the product to their cart, the shopping cart will display the iPod Classic product options under the Product Name column. Every option selected will be included under the iPod Classic. When the customer checks out, this product information will be included.

ipoad classic shopping cart

The Option section adds another layer of flexibility in customizing product information on product pages. By becoming familiar with the Options tab, you will improve the OpenCart transaction process for your customers.


Manufacturers

Manufacturers in the administration interface

The Manufacturer section is used to categorize products by manufacturer. This section can be accessed under Catalog > Manufacturers.

The Manufacturer names below came with the install. They can be deleted, and new manufacturer information can be added in its place. The manufacturer information should be created before products are added, so the manufacturer category can be selected when adding the product. Saving a product without including the manufacturer isn't advised, because customers can search for products in the store front through their manufacturer page. With the manufacturer missing from the product information, the product will not be available on those pages.

look manufacturer

To insert a new manufacturer, the following information is required:

  • Manufacturer name
  • Stores: Default will be selected if there is only one store. If you have more than one store using OpenCart, you can add a manufacturer to multiple stores by checking on them.
  • SEO Keyword: the keyword used for search engine optimization (optional)
  • Image: an image of the manufacturer (optional). See the Image manager to learn how to upload images.
  • Sort Order: the position the manufacturer will be sorted among multiple manufacturers (optional)

manufacture inset

To edit existing manufacturers you can locate "Edit" under "Action". Clicking edit will direct you to the form above with the previously filled-in manufacturer information.

Manufacturers in the store front

Manufacturers will always need to be assigned to products in the store inventory to affect the store front. See the Products section for more information on how to assign manufacturers to products in the administration. In the store front, the manufacturer "categories" serve to organize products under manufacturers. To illustrate how products are organized under manufacturers in the store front, we will create a new manufacturer and assign it to a product.

manufacture acer

In the Catalog > Manufacturer section we created an 'Acer' manufacturer; added it to our only store ('Default'), while including an SEO keyword, manufacturer image, and sort order. Under Products we assigned the "Acer" manufacturer to the "Acer Aspire" product.

The Manufacturers page

To access the Acer manufacturer page, the customer can go to the footer of any page; and under Extras they can click on Manufacturers.

extras brands

The customer will then be directed to the manufacturers page, where all the manufacturer names are displayed alphabetically. We can see that our "Acer" manufacturer was automatically added to this page upon creation.

brands page

When the customer clicks on the "Acer" link, they will be directed to a page listing all the products within this "Acer" manufacturer. On this page, we can see that the "Acer Aspire" product is displayed because it was assigned the manufacturer,"Acer", in the Products section.

acer brand page

Clicking on the "Acer Aspire" will take the customer to its product page.

acer inspire product page

The "Acer" manufacturer page can also be accessed from the product page, under "Manufacturer". This link is helpful for exposing customers to different products of the same manufacturer in the shop. The customer can click on "Acer" to be directed to the manufacturer page, where they can browse other Acer products in the store.

The carousel module

Adding a new manufacturer will not add the manufacturer icon to the carousel banner on the home page. The newly created manufacturer must be added to the manufacturer banner under System > Design > Banners for the icon to be displayed in the carousel. See the Layoutsection for more information on how to add the manufacturer icon to the banner.

Downloads

Adding new downloads

This section is only applicable to you if you sell digital products, or products that have a downloadable component such as a PDF User Guide or similar.

To insert a new download, you must give the downloadable product a name, upload the file, and set an allowance for the number of downloads per customer. The mask option allows the administrator to give the file a different visible filename. Press "Save" to submit the download information and save it.

downlaod spring

With the download created, it must be manually added to the each individual product that the download will be included with. See Links to learn how to add a download to the product.

downloads product

Reviews

Reviews

Product reviews can be both submitted and viewed by customers on the product page. A customer can fill out a review form and submit it to be approved for publication on the site.

In the Dashboard the administrator can view how many customer reviews are awaiting approval in the Overview section. To approve these reviews, the administrator may visit Catalog > Reviews, select the review, and click "edit". OpenCart will display the author, product, and text review in separate text boxes. Selecting "enabled" under status will make the review publicly available on the product page.

look reviews

The result of a customer review approval can be seen in the screenshot below. Every review is made publicly available on the product's main page after administrative approval. The average rating per product is tabulated by OpenCart and shown out of 5 stars under 'Available Options'.

look reviews product page




The downloadable file will not be shown on the product page. Therefore, it is a good idea to describe how the customer will receive their download in the product description on the product page. The download will be provided for the customer once their purchase is complete. They should be advised to visit "My Account" > "My Orders" > "Downloads" (as seen below) to view their downloadable products.

my account downloads

Information

Information

The Information section displays specific company information in the footer of every page (as seen in the screenshot below). See Information for more information on the footer page.

information1

The Information page can be found under Catalog > Information. On this page the administrator will have the option to edit, delete, or insert a new Information page.

look info backend

When editing or inserting these pages a description may be added, pages enabled or disabled, and SEO keywords created. There is an option to remove the page from the bottom of the footer.

Information pages in the store front

In the screenshot below, the "Delivery Information" page is being edited in the administration under Catalog > Information. The Information Title will display the text entered as the title of that information page, while the description will be placed below.

The Data tab requires you to check the store that the Information page will be located in, if you have multiple stores. It also asks for a SEO keyword, a status option enabled (or disabled) to make the page public or not, and a sorting order.

delivery general

The screenshot below is the result of saving the edited Delivery Information. A customer can access this page from the footer of any page in the store front by clicking "Delivery Information". There is an option in the Data tab above to remove a link to this page from the footer.


delivery front end

Orders

Managing orders

When a customer goes through checkout, the information on their order is automatically transferred to the Orders section for you to keep track of. In the administration, you can view all of the orders made on their site, manually add orders, or edit the details of existing orders.

Viewing order details

The Orders section is located under Sales > Orders. On this page, every order ever made from the store is listed in detail.

The following details are displayed for each order on the list:

  • Order ID: a number assigned to an order by OpenCart during the checkout confirmation
  • Customer: the name of the customer that made the order.
  • Status: update of the status of the order. After the order is initially created the status will be "Pending". The default options are Missing Orders, Canceled, Canceled Reversal, Chargeback, Complete, Denied, Expired, Failed, Pending, Processed, Processing, Refunded, Reversed, Shipped, and Voided.
  • Total: the total price of the order.
  • Date Added
  • Date Modified

orders

With the orders included in the list, there is an option to edit, insert, delete, search, or print an invoice of an order.

Searching for an order

The "Filter" button under Action helps you find orders based on the information specified in the blanks. It can help you locate orders by date added or customer. The "Filter" cannot search for orders by product purchased yet. For more information on the Filter tool, see Filter.

Manually adding/modifying an order

Customer Orders will be automatically updated to the Order section after a customer confirms checkout. Though it is automatically updated, you may want to edit or add orders manually to add new information such as a gift-voucher, or add reward points. To manually add a new order, click the "Insert" button. To modify a pre-existing order, click "Edit" under Action.

Customer details

The first section for modifying an order is called Customer Details. Typing in a customer name that has already made an account with the store will auto-complete the form by bringing up their information to fill in the blanks.

orders customer details

Payment details

If an address has been added to the customer, select their address option under "Choose Address". Otherwise the customer address will need to be manually filled into the form.

orders payment details

Shipping details

This section tracks the shipping address for this particular order. If the shipping and payment address are the same, copy and paste the information above when adding it manually.

Products

In "Choose Product", begin typing the product name. A drop down list will appear with products containing that name. Selecting a product from this list will bring up specific product options for this order.

orders products

Vouchers

If a customer wants to add a gift voucher order, it will ask them for the following information.

orders vouchers

Totals

Under Totals, other contributing payment factors, such as coupons and vouchers, are added/subtracted to the order total.

orders totals

The sections seen above (such as Coupon, Voucher, Rewards) are extensions that were enabled specifically for this form. There is an option to customize the order details included in the totals by editing, uninstalling, or enabling specific order total extensions.

Printing invoices

To print an invoice, go back to the Orders page under Sales > Orders. Above the order list on the top right corner is the "Print Invoice" button. Select the order to be printed, and click "Print Invoice". This action will direct you to a printable page of the invoice. The invoice can be printed out and included in with the shipping.


Recurring Orders

Recurring Orders

Recurring orders are the payments that you as an administrator set for customers that have to be billed on a recurring basis.

They are setup from Catalog > Recurring Profiles > Add Recurring Profile.

Recurring Profile

To access the Recurring Orders section, click on Sales as shown in the image below:

OpenCart Dashboard

This section allows you to filter through the recurring payments that you have set to recurring profiles. For more information about the profiles - click here.

Recurring Orders

Order ID: the ID of the order that is associated with the recurring payment.

Payment Reference: the ID of the recurring profile in PayPal Express (by default).

Customer: your customer’s name in OpenCart.

Status: the status of the payment in PayPal.


Returns

Adding a new return

The Return section under Sales > Returns lets you manage merchandise returns. You must manually enter the product and return information to create a new return. To insert a new return, click the "Insert" button in the right corner above the returns list.

Return details

Filling in the Returns Details tab is the first step in creating a new return. The following details are required to fill out a return:

  • Order ID: the ID of the order that was returned.
  • Order Date: the date that order was made.
  • Customer
  • First Name
  • Last Name
  • E-mail
  • Telephone

orders return details

Products

The Products section fills out more information about the product that was returned, and why it was returned. You will need to manually type in the product that the customer returned. Typing in "Apple" will bring up all the apple products in the store. We selected the Apple Cinema 30" from the drop down, and the "Model" space was auto-completed for us. You may also include the quantity, the return reason, whether or not the product was opened, the customer's comments, the return action (credit issued, refunded, replacement sent), and return status (awaiting products, complete, pending). The return status names can be added in the return statuses section.

orders return products

Editing a return

Merchandise returns are automatically added to the Returns section when submitted by the customer. The Returns form is located in the store front on the Returns page, under Customer Service in the footer.

product returns

The information filled out in this form will be saved in Sales > Returns. The fields that the customer entered above will be included in the same fields when viewing the return in the administration. You can edit the status of the return to Awaiting Products, Pending, or Completed. When the status is updated in the administration, the customer will be able to view the status of their order under My Account > "View your return requests" in the store front.


Customers

Managing customers

Shop owners should know who their customers are and how to manage their information. In the administration, customer information will need to be stored efficiently to remember any transactions made with their account. To access customer information, you can log into the administration panel of the OpenCart store. The Customer management sections are located under Sales > Customers.

There are three sections used to manage customer information: Customers, Customer Groups, and IP Blacklist.

customers backend

Customers

When a customer creates an account or completes the checkout process, OpenCart will store their information automatically in the administration to be accessed under Sales>Customers>Customers. A complete list of customers will be displayed on this page, along with the following information:

  • Customer Name
  • E-mail: Saves the email address for confirmation emails, notifications, newsletters, etc.
  • Customer Group: A designated group of customers used to apply discounts/specials and send group emails.
  • Status: Denies or approves customer account login.
  • Approval: Approves the customer account after creation.
  • IP: An address that reveals the location of the customer.
  • Date Added: The date the customer account was created.

Searching for a customer

In the case of locating a specific customer, type in the necessary customer information in the spaces below. Clicking "Filter" will locate specific customers matching the information typed in. This saves you the time of sorting through pages of customers to find a specific person. See Filter for more information on the filter tool.

customer filter

Manually adding a new customer

Customer accounts usually don't need to be created in the administration panel, since account information is stored automatically upon user creation in the store front. You might find yourself needing to manually input customer information into Customers. Clicking the "Insert" button on the Customer page will lead you to a form where customer information can be filled in.

General tab

The general tab asks for the customer's basic information: "First Name", "Last Name", "E-Mail", and "Telephone". A password must be submitted for the customer to access the site privately. Under "Confirm", retype the password. Enabling "Newsletter" will put this customer on the e-mail newsletter list. Later on, you can categorize this customer into a specific customer group. The customer will be categorized into "Default" if there isn't a defined customer group available. The status determines whether or not this customer will be allowed to access the store's login.

customers general

Adding an address

Obtaining the customer's address is important for shipping products to the customer. Clicking the Green '+' button will add the "Address 1" address form. You may add as many addresses as needed with the green button, or remove them with the red '-' button. The "First Name", "Last Name", "Address 1", "City", "Country", and "Region/State" are required fields in the address form.

customers address

When the above fields have been filled in, click "Save" to save the form to the administration. You don't need to worry about the customer's IP address for keeping track of transactions, unless you need to know your customer's regional location.

Modifying existing customer information

The Customer section will mostly be used to modify existing customer information, for operations like changing the Customer Group, rather than adding a whole new customer. When editing customer information, you can modify general information, include new addresses, manage transactions, and add reward points. Under Action, clicking "Edit" for a customer listed on the Customer page will direct you to the customer information page. You can change customer information in the General tab.

Managing transactions

The Transaction tab is where you may manually add a transaction to the customer. To do so, enter in the description of the transaction, the amount paid, and click "Add Transaction". Every transaction added will be listed in the Transactions tab.

customers transactions

Adding reward points

If you choose to enable reward points for the store, points may be manually added to specific customers in the admin side of your store. Reward points can be added to products, which will be assigned to customers once they purchase that product. If you choose to add reward points directly to customers, you can include a reason in the description and the amount of points under the Reward Points tab. If you need to subtract points from a customer, you can enter in a negative number into the points field.

customers rewards

A list will be displayed of every addition and subtraction event in the customer's profile. The balance will display the total reward points accumulated by the customer. OpenCart calculates the balance of negative and positive numbers to subtract from or add to the total.

IP Addresses

An IP Address will reveal the location of customer's computer network. There are many website services available to shop owners, that will give the location for an IP address.

Approving new customers

Customer accounts need to be approved before they can access their account in the store. In the Dashboard page, the amount of customers needing approval is tabulated in the Overview section. Go to Sales > Customers > Customers, and find any customers that list "No" under the Approved column. Check those customers, and click the "Approve" button in the right corner.


Customer Groups

Customer Groups

Customer Groups provide a greater organizational scheme for the customer list. This is helpful in selecting customer groups for discounted products and specials in the store; and for sending out emails to select customers.

Adding a new customer group

The default customer group for OpenCart is called "Default". To create a new customer group name, go to the Sales > Customers > Customer Groups page. Above the list, click the "Insert" button. You will be directed to a page where you can fill in information about the customer group. You can provide a "Customer Group Name" and a "Description" for the group. Within this group, you can approve or disapprove customers logins into their store account. There is also an option to allow the customer to select their company no. or Tax ID. The sorting number determines the position of this group among other customer groups.

customers group

Adding a customer group to a customer

In order to apply a customer group to a group of customers, each customer must be individually added to the group under Sales > Customers. To add a customer group, select the customer and click "Edit" under "Action". In the General tab there is a drop down selection for "Customer Group". Select the customer group and click "Save" at the top right corner.

Applying discounts for customer groups to products

In order to add a discounted price of a product to a particular customer group, the product information needs to be edited beforehand. Under Catalog > Products, find the product in the list and click "Edit" under "Action". A customer group can be selected under "Discount" or "Special" tabs. A discounted price needs to be specified, as well as the date start/end to this discount/special. See Products for more information.

customers product discount

IP Blacklist

IP Blacklist

OpenCart provides a feature called "IP Blacklist" that will ban an IP address from logging into the store. This step may become necessary if the shop is being harassed by a fraudulent "customer". If you are experiencing harassment from a particular person, their IP address can be copied from the customer list under Sales > Customers > Customers. Copy that IP address and go to Sales > Customers > IP Blacklist. Click the "Insert" button and paste in the IP address to ban a customer from the store. This will stop users of this IP address from logging into the store again.


Gift Vouchers

Gift Vouchers

Gift vouchers can be individually sent to customers through their email by other customers in the store front. The customer receiving the gift certificate can use the code provided in the email at the shopping cart to deduct the gift voucher amount from the order total. To manage the Gift Vouchers of the store, go to Sales > Gift Vouchers > Gift Vouchers.

General tab

To create a new gift voucher, click "Insert". The following information will be needed:

  • Code: The code the customer must enter in the Shopping Cart to use the gift voucher.
  • From Name: The name of the person sending the gift certificate.
  • From E-Mail: The email of the person sending the gift certificate.
  • To Name: The name of the person receiving the gift certificate.
  • To E-Mail: The email of the person receiving the gift certificate.
  • Theme: The theme of the gift voucher email.
  • Message: A message added in the gift voucher email.
  • Amount: The amount of the gift certificate to be used in the store.
  • Status: Enables or disables the gift voucher.

gift voucher general

Voucher history tab

The voucher history tab displays the use of the gift voucher code in the checkout. The Order ID, Customer Name, Amount, and Date Added will be displayed.

Voucher themes

The Voucher Themes section alters the image displayed in the email according to the theme. In the store front, customers purchasing the voucher for a person can choose a theme for voucher.

voucher theme

Emailing a gift voucher to a customer

Once a gift voucher has been created, you are responsible for sending out the email to the customer receiving the gift voucher. After you make sure the customer's email information has been filled out in the General Tab, you can send the email by clicking "Send" under "Action". If the email was sent, OpenCart will display the message: "Success: Gift Voucher e-mail has been sent!".

gift voucher send

The screenshot below is how the customer will view the Gift Voucher email in their email:

gift voucher email

The Code, From Name, Message, Amount fields from the General Tab are included in the content of the email. The Birthday Theme selected above is shown in the email by the image on the right side.

Purchasing a gift voucher in the store front

Customers have the option to buy a gift voucher for their friends and family. They can purchase a gift certificate by accessing My Account > Gift Voucher from their account page, or through Extras > Gift Voucher in the footer section of any page.

purchase gift certificate

The information added in the fields above will be automatically stored in the administration, once a customer confirms the purchase of the gift voucher. The minimum and maximum amounts a voucher can be purchased for is controlled under the store's settings. See Settings for more information.


Marketing

Marketing

The Marketing section in your OpenCart dashboard allows you to add and track the marketing campaigns you create. To access the section from the dashboard, go to the Marketing field, click it, and you will see submenus named Marketing, Affiliates, Coupons, Mail. Click on Marketing.

Marketing Dashboard

The first section you will see is named Marketing Tracking. On this page, you can track and search the marketing campaigns you have added. We have added an example for a marketing campaign named "The Future of Content".

You can add your campaigns from the Add New button in the top right corner of the screen (Option 1). Once you start creating your new marketing campaigns, you will be able to search them by Campaign Name, Date Added and Tracking Code. You can make additional editing to each campaign using the Edit button at the bottom right corner of the screen (Option 2).

Marketing Options

In the section where you add a new marketing campaign, you have several open fields.

New Campaign

1. Campaign Name - choose the name of your new marketing campaign (for our example, we used “The Future of Content”).

2. Campaign Description - write the description of your new marketing campaign (for example, what is the main subject, what are the goals and methods you will be using).

3. Tracking Code - this code will be generated automatically, but you can edit the field and choose a custom number for easier tracking. The URLs below will be automatically updated with the number you input.

Tracking Codes

To track your campaigns, the tracking code is added to the end of the URL leading to each marketing campaign. You can embed the code into each of the links you chose in your website.

When you are creating a banner for an advertising campaign in your website or another online media platform, you have to create a new marketing campaign. The new campaign will be used to track how many clicks you get and where they came from by embedding the tracking code in the link to the campaign.

Example. You start advertising in three different media platforms. You will need to add a new marketing campaign for each of them, with the name of each media platform you are advertising on. That way, you will track how many clicks you get from each of their websites. You simply give them the link with the embedded tracking code of each marketing campaign.


Affiliates

Affiliate program

OpenCart gives you the opportunity to set up an affiliate program to promote additional traffic to your shop. Affiliates will receive a commission for each time they direct traffic or sales to your site. The commission % can be adjusted in the administration under Sales > Affiliate.

Creating a new affiliate

To create a new affiliate, you may click the Insert button on the Affiliate page.

General tab

The first form asks for general information regarding the affiliate. This information can be obtained directly from the affiliate through email, or will be added automatically if they filled out a form on the Affiliate page:

affiliate general tab

Payment details tab

The Payment Details tab configures the commission and payment methods to be paid to the affiliate:

affiliate payment

Editing an affiliate

The Affiliate page can be accessed from Extras > Affiliates in the footer section of every page. The affiliate will need to create an affiliate account using this page. A form on the page includes the same fields seen in the General and Payment Details tabs in the admin side. When the affiliate completes the form, the affiliate information will be filled into the General and Payment tabs for you to edit. Clicking "Edit" under Sales > Affiliates will allow you to edit specific payment or general affiliate information.

Approving an affiliate

After the affiliate creates their account in the store front, the affiliate will need to be approved by the administrator in the Affiliates section of the administration.


Coupons

Coupons

You may create and designate coupons to specific products or product categories under Sales > Coupons.

The Coupons page will display a list of all the coupons created in the administration.

coupon

General tab

Editing or inserting a coupon will lead the administrator to a form containing the following fields:

  • Coupon Name: A descriptive name for the coupon.
  • Code: A code that the customer needs to enter in the shopping cart to use the coupon in the store front.
  • Type: The discount can be a fixed amount off, or a percentage off from the total amount.
  • Discount: The number taken off from the purchase total.
  • Total Amount: The amount a customer must reach before using the coupon.
  • Customer Login: Selecting 'yes' requires the customer to be logged into their store account to use the coupon. Selecting 'no' will let a customer use the coupon as a guest.
  • Free Shipping: Selecting 'yes' gives the customer free shipping for using the discount code.
  • Category: Selecting a product category will apply the discount to all products within that category. See Categories for more information on how to create a new product category.
  • Products: Individual products can be selected by entering in the product name in the space provided. To remove a product from the discount, click the red minus button in the product list below it.
  • Date Start: The first day that the discount can be used.
  • Date End: The last day the discount can be used.
  • Uses per Coupon: Limits how many times the coupon can be used by customers.
  • Uses per Customer: Limits how many times a specific customer can use the coupon.
  • Status: Enables or disables the coupon for use in the store front.

discount

From the information in the General Tab above, we can see that this coupon gives the customer a $10 discount to the Acer Aspire product.

Coupon history

The Coupon History tab list all the uses of this coupon in the store. The following information about each use will be displayed:

  • OrderID
  • Customer
  • DateAdded
  • Amount

Coupons in the store front

Adding and editing coupons in the administration affect the use of coupons in the Shopping Cart and Checkout in the store front.

Shopping cart

To enable the use of Coupons in the store front, the coupon extension must be enabled by you under the Order Totals extension. For the customer to use the "-10.00 Discount" coupon, they must first add the product to their cart from the product page, then enter the code in the Shopping Cart. They can select "Use Coupon Code", enter the coupon code in the space provided, then add "Apply Coupon".

coupon acer

Applying the coupon will subtract the coupon discount from the original total. A newly discounted total will be shown under the Coupon(code) total in the order totals section.

coupon total

Checkout

The customer will see the coupon discount once more in the Confirm Order step in Checkout:

coupon confirm order

Mail

Emailing a customer group

The Mail system in OpenCart lets you send emails to specific customer groups. You can use this feature to send newsletters, information on specials, or to communicate any type of store information to select groups of customers. Customer groups are especially useful in emailing specific groups of people instead of every customer stored in the administration. For more information on how to create a customer group, see Customer Groups. The Mail page can be accessed from Sales > Mail.

customers group email

Select the customer group in the "To:" field, create a subject for the email and a message, and click "Send". This email will be sent to all the customers with this specific customer group selection.

OPENCART


Settings General

General Tab

The general tab under Settings displays the following fields:

  • Store URL: The url of the store. Remember to include the 'http:' in the beginning and a '/' at the end.
  • Store Name: The name of the store. This information will be displayed in the Contact Us page under the Customer Service section of the footer.
  • Store Owner: The name used in the "From:" section of any email sent from the store.
  • Address: The address of the store. This information will be displayed in the Contact Us page under the Customer Service section of the footer.
  • E-mail: The store owner's email, or general email for the store, to be used for email notifications sent by OpenCart.
  • Telephone: A telephone number for the store. This information will be displayed in the Contact Us page under the Customer Service section of the footer.
  • Fax (optional): A fax number for the store. This information will be displayed in the Contact Us page under the Customer Service section of the footer.

Video Tutorial


setting general tab

Settings Store

Store Tab

The store tab under Settings displays the following fields:

  • Title: The name for the store to be displayed in the browser title toolbar.
  • Meta Tag Description: A tag providing a metadata description for the store. Meta tags are seen by search engines.
  • Template: Selects the template/theme of the store. OpenCart only has one, "default". Themeforest is a great resource for discovering 3rd party templates for OpenCart.
  • Default Layout: The default layout type for the store.

Video Tutorial

This is how the Store tab in the System Settings looks like.

setting store tab

Multi Store Setup

Settings Store

Store Tab

The store tab under Settings displays the following fields:

  • Title: The name for the store to be displayed in the browser title toolbar.
  • Meta Tag Description: A tag providing a metadata description for the store. Meta tags are seen by search engines.
  • Template: Selects the template/theme of the store. OpenCart only has one, "default". Themeforest is a great resource for discovering 3rd party templates for OpenCart.
  • Default Layout: The default layout type for the store.

Video Tutorial

This is how the Store tab in the System Settings looks like.

setting store tab

Multi Store Setup