TechRaft solutions

MulteCart -Ultimate - ECOMMERCE

Multivendor Marketplace CMS – User Guide

 

TechRaft Solutions

3/30/2019

 

 

This documentation details down the entire necessary things one must be aware of to use MulteCart-Ultimate system.

 


 

1.      System Overview.. 5

2.      Add Vendor Types. 6

3.      Define Tax Profiles. 7

4.      Payment Methods. 8

5.      Currency Conversion. 8

6.      Advanced System Settings. 9

6.1.       Change System Language. 9

6.2.       Change Time Zone. 9

6.3.       RTL - Change display mode. 9

6.4.       Frontend Theme Color. 9

6.5.       Change System Currency. 9

6.6.       Ticket Settings. 9

6.7.       Order Shipment Policies. 9

6.8.       Miscellaneous. 10

6.9.       SMTP settings. 10

6.10.          Logo Settings. 10

6.11.          Favicon Settings. 10

6.12.          Payment Settings. 10

6.12.1.      Bitcoin - BitPay Pairing Code. 10

6.12.2.      BitPay Demo Mode. 10

6.12.3.      PayPal 10

6.12.4.      Stripe. 11

6.12.5.      Razorpay. 11

6.12.6.      IS_DEMO mode. 11

6.13.          Company Settings. 11

7.      Banner Settings. 11

8.      Testimonials. 11

9.      Social Links. 11

10.         RBAC Settings – Role Based Access Control Settings. 11

11.         Static Frontend Footer Pages. 12

12.         Email Templates. 12

13.         Add Vendor. 13

14.         Add Customer (end users of ecommerce system). 13

15.         Add Product Category. 13

15.1.          Product Category. 13

15.2.          Product Sub Category: 13

15.3.          Product Sub-SubCategory (Child Category). 13

15.4.          Product Attributes. 13

16.         Commission Rules. 14

16.1.          Product Sub-Sub Category (Child Category level) level rule. 14

16.2.          Sub-Category level commission rule. 14

16.3.          Category level commission rule. 14

16.4.          Match all commission rule. 14

17.         View Commission Details. 15

18.         Vendor Invoices. 15

19.         Global Discount. 15

19.1.          Product Sub-Sub Category (Child Category level) level rule. 15

19.2.          Sub-Category level discount rule. 15

19.3.          Category level discount rule. 15

19.4.          Match all discount rule. 15

20.         Products. 16

20.1.1.      Physical Products. 16

20.1.2.      Digital Products. 16

20.1.2.1.        Serials/Code/Keys/License. 16

20.1.2.2.        Downloadable Products. 17

21.         Product Brand. 17

22.         Product Attribute Values. 17

23.         Inventory. 17

23.1.          Slab Discounts (bulk discounts). 17

24.         Discount Coupons. 17

25.         Orders. 17

26.         Ticketing System.. 18

26.1.          Ticket Status. 18

26.2.          Ticket Impact. 18

26.3.          Ticket Priority. 18

26.4.          Ticket SLA.. 18

26.5.          Departments. 18

26.6.          Ticket Category. 18

26.7.          Queues. 18

27.         Bulk Create Categories (on Admin by Default). 18

27.1.          Download template. 19

27.2.          Upload data. 19

28.         Bulk Create Products (Admin and Vendors Both By Default). 19

28.1.          Download Product Template. 19

28.1.1.      Upload Images to Products. 19

28.1.2.      Rejected Product Records. 20

28.1.3.      Inventory template for inventory creation. 20

29.         Bulk Create/Update inventories (Only Vendors). 20

29.1.          Download Inventories Create Template. 20

29.2.          Download Inventories Update Template. 20

29.3.          Create Bulk Inventories. 21

29.4.          Update Bulk Inventories. 21

30.         Bulk Upload Products and Inventories (Only Vendors). 22

30.1.          Download Template. 22

30.2.          Upload Data. 22

 


 

Thank You for purchasing MulteCart Ultimate – Complete Multivendor eCommerce marketplace shopping Cart solution – CMS. You are almost close to setup your own online ecommerce marketplace and can start earning big money pretty soon!

If you are unclear about any specific point and need more details then don’t hesitate to send me an email at contact@techraft.in – I will be glad to assist you!

1.     System Overview

MulteCart Ultimate system supports both Physical as well as Digital Products!

MulteCart Ultimate system has 2 interfaces – Backend and Frontend. Backend is meant to be used by sysadmin and vendors whereas frontend is going to be your store front where end users (customers) can visit and purchase products.

As see from above diagram – MulteCart Ultimate system is a fully functional multivendor marketplace solution. You can create multiple vendors in the system through admin panel and each vendor then setup their own inventory items that will be put up for sale on the frontend.

As system admin you have full rights to define the product catalogue.

This system supports product categories of 3 levels – that means you have full flexibility at your hands to detail down the products at the minute levels.

e.g. If you wish to have Women Jeans in your product catalogue then you can define 3 category levels as under:

§  Product Main Category –> Clothing and Accessories

§  Product Sub Category –> Women

§  Product Child Category (Sub-Sub Category) –> Jeans

 

Now under child category you can define the product.

Each Product Child Category (Sub-Sub Category) allows you to add unlimited product attributes that are used to detail down the product and are also used in search.

e.g. If you want the color to be a part of product catalogue then you can create a new product attribute list called Colors and add it to Child category (sub-sub category).

Now vendors can setup their own inventories with the items available in product catalogue. They can also add new products in the catalogue (if permitted by sysadmin). In case of Jeans vendors can now setup multiple inventory items for different color jeans.

e.g. if Vendor has Jeans of 2 colors then they can add 2 inventory items for 2 different colors and can manage the stock for those 2 inventories separately.

You can also setup return window of a product in Child Category (sub-sub category). If you want a product to be non-returnable then set the return window to 0 and so on .

Tax can be defined at the sub-sub category level in the system – this means that tax will be calculated as per the tax rules defined at sub-sub category level.

You can define multiple commission rules which will be taken in to account to calculate vendor commission for each product sale. Final payout to vendor will happen after deducting the commission from the total sale amount.

MulteCart Ultimate system also provides you a supreme and standout discounting engine:

·         you have full flexibility to define site level discounts

·         define bulk discounts at inventory level (for vendors)

·         define coupon codes (both site level and vendor level) – coupon codes has full flexible options and can be setup at category level, sub-category level or child level or a combination of all 3. You can also setup coupon as a customer specific coupon or product specific coupon or combination of all options that you prefer. You can also setup various other parameters like

o   coupon expiry date

o   maximum number of usages

o   maximum discount offered

o   minimum cart amount required for coupon to work

o   and many more...

2.     Add Vendor Types

MulteCart Ultimate system gives you option to define multiple vendor types. Vendor type property is reserved for future use.

It’s mandatory to have vendor type associated with a new vendor.

To add/update vendor types – click on top left system menu and browse to 2nd tab.

3.     Define Tax Profiles

You can define various types of tax profiles in MulteCart Ultimate system.  Each tax profile will take a default TAX value and at same time you can define taxes for different states for that tax profile. Means if you have created a tax profile names TAX_PROFILE_A and have defined default value of 18% then by defaut tax of 18% will be applied on applicable items but if you have further defined different tax values for different states (e.g. 10% tax for TEXAS state of United States) then the matching tax profile value will be applied on the item. These tax values need to be attached to product at the child category level (sub-sub category).

4.     Payment Methods

You can enable/disable various available payment methods. If a method is disabled then it won’t show up on frontend to end user (customer) on checkout page.

As of now we support a total of 5 payment methods –

1.       Cash on Delivery

2.       PayPal Checkout

3.       Stripe Checkout

4.       Bitpay Checkout (Bitcoin payments)

5.       Razorpay Checkout (for Indian currency payments)

 

5.     Currency Conversion

System currency can be changed from frontend by the site users. You can define exchange rate of currencies against the system base currency in this option.

e.g. If system base currency is USD then you can define exchange rate for USD to EUR, USD to INR etc. All those currencies whose exchange rate is defined here will show up on frontend in the dropdown box.

6.     Advanced System Settings

6.1.                      Change System Language

this will change the language of the system. You can choose from 104 languages.

6.2.                      Change Time Zone

system time zone can be changed from this option.

6.3.                      RTL - Change display mode

Under Display Option – If RTL is enabled then system will work in Right to Left mode (mostly used in Arabic countries and Israel).

6.4.                      Frontend Theme Color

Under Display Option – you can change frontend theme color at the click of a button.

6.5.                      Change System Currency

you can change the system currency – system currency symbol will be changed accordingly in frontend.

6.6.                      Ticket Settings

Define default values of ticket parameters. These values will be applied when customer is submitting the ticket from frontend.

6.7.                      Order Shipment Policies

Restrict shipment option for vendors to retain full control on transactions.

·                      You can control the way you want your vendors to handle the COD and other payment method orders. If you don’t want vendors to ship COD orders then you can set those parameters in this section.

·                      Also if you don’t want vendors to ship out orders which are not COD then you can do so from this menu item as well.

6.8.                      Miscellaneous

·                     Maximum File Size – restrict the maximum file size that is allowed to be uploaded.

·                     Allow vendor registration from frontend: Enable/Disable vendor registration link from frontend.

·                     Hot deal End date: Sets the hot deal end date that is visible on frontpage.

6.9.                      SMTP settings

If you want to use 3rd party email services to send email notifications then you can configure SMTP settings for system.

6.10.                 Logo Settings

Change company logo – both for backend as well as frontend.

6.11.                 Favicon Settings

Change favicon – both for backend as well as frontend.

6.12.                 Payment Settings

Set data for BitPay, PayPal, Stripe and Razorpay.

6.12.1.  Bitcoin - BitPay Pairing Code 

You need to provide your Bitpay account (top payment gateway for Bitcoin processing) API pairing code so that MulteCart Ultimate system can pair up with your BitPay account. Funds for all orders paid using Bitcoin checkout method will appear in our BitPay account.

6.12.2.  BitPay Demo Mode

If Yes then testing gateway of BitPay will be called else live gateway will be called

6.12.3.  PayPal

Provides you options to provide your PayPal API and Secret keys that will be used for PayPal payment methods (If you don’t know how to get your API/Secret keys then please refer to PayPal documentation or reach out to us for support).

6.12.4.  Stripe

Provides you options to provide your Stripe Public and Secret Keys to enable Stripe payment option (If you don’t know how to get your Public/Secret keys then please refer to Stripe documentation or reach out to us for support).

6.12.5.  Razorpay

Provides you options to provide your Razorpay Public and Secret Keys to enable Razorpay payment option (If you don’t know how to get your Public/Secret keys then please refer to Razorpay documentation or reach out to us for support).

6.12.6.  IS_DEMO mode

If Yes then PayPal will work in demo mode means all transactions will use PayPal’s test payment gateway – Sandbox and no transaction actually be processed. If IS_DEMO is No then PayPal will direct all requests to PayPal production gateway.

6.13.                 Company Settings

Change your company settings – Address/Contact information.

7.                            Banner Settings

Provides you option to change frontend banners from backend. You can link the banners to any existing product category/sub category/child category/product. Also you can edit the animated text that is displayed on banner.

8.                            Testimonials

Provides you option to add testimonials along with the pictures of people who have written those testimonials. These testimonials then will be displayed on fronted in a loop.

9.                            Social Links

You can edit your social profile links on this page.

10.                       RBAC Settings – Role Based Access Control Settings

This section is for advanced users where you can define different roles/operations for backend users. This section lists all operations used in application and you can control your employee rights by assigning only appropriate permissions to them.

e.g. if you don’t want one group of employees to define new products in system then you can disable that access from a role and assign the new role to your employee(s).

11.                       Static Frontend Footer Pages

Here you can change the footer pages content easily. Total of 7 pages can be easily customized using this option.

12.                       Email Templates

This option allows you to edit predefined email templates in the system. Please make sure not to remove the keywords from the templates as those keywords are replaced by the actual text at runtime.

e.g.

For RESET_PASSWORD email template you can modify the text of email as per your liking but ensure that Keywords like NAME, PASSWORD, COMPANY_NAME etc are not deleted otherwise email wont reflect information pertaining to that Keyword. E.g. if you remove COMPANY_NAME keyword from template then Company Name wont be shown in the email that will be sent out.

13.                       Add Vendor

Add New Vendors for your ecommerce system. A new vendor will be added to the system and a login user will be emailed to the vendor with password on the email ID that was provided.

14.                       Add Customer (end users of ecommerce system)

System gives you the option to add new customers to the system – although this option should not be used as customers will be registered using frontend.

15.                       Add Product Category

MulteCart Ultimate system provides you flexibility to define 3 levels of product categories. And at the 3rd level you can define product attributes that will be used to define Inventory options (Please check Inventory option).

15.1.                 Product Category

 This is the top level category of any product.

e.g. If you wish to sell Microwave Ovens on you store then Microwave Oven can have Product Category – Electronics.

15.2.                 Product Sub Category:

Each product category can have any number of product sub categories.

e.g. Now Electronics product category can have multiple sub-categories like – Home Appliances or Computer Items and Accessories etc.

15.3.                 Product Sub-SubCategory (Child Category)

Each Sub Category can further be divided into Sub_SubCategories or Child Categories. e.g. You can have Refrigerators, Microwaves, Washing Machines for Home Applicances Sub  Category.

15.4.                 Product Attributes

Here you can define various product attributes of product child category – e.g. Microwave can have product attribute called Colors (like Blue, Red...) and Capacity (Like 17Ltr, 25Ltr...) etc.

·          Product attributes can take either fixed value lists (that can be defined using Product Attribute Values menu item) or non fixed values. As of now we recommend to use Fixed Value lists – non fixed values are added for future use.

·          Product attribute values are used at time of creating inventory items at vendor level. Vendors can define multiple inventory items for different attribute values. E.g. for microwave vendors can add one inventory item with capacity 17 Ltr and can add another inventory with capacity 25 Ltr.

16.                       Commission Rules

System admin can set various commission rules to charge vendors per sale of product.  You can define commission rules for 4 scenarios:

16.1.                 Product Sub-Sub Category (Child Category level) level rule

This rule will be applicable if item that was sold belongs to defined sub-sub-category (child category).

16.2.                 Sub-Category level commission rule

This rule will be applicable for items having matching Sub-category.

16.3.                 Category level commission rule

For items having matching product category

16.4.                 Match all commission rule

Rule to match all inventory items.

Please note that best match rule will be applied first means match all commission rule has the lowest priority in the list.

17.                       View Commission Details

Admin can process the commissions to calculate the amount that need t be paid out to vendors. After you press “Process Commissions” button – all orders that have been delivered with return window closed will be processed.  Return window is the parameter that you define at Sub-Sub Category level (Child category) – it is defined as the number of days post order delivery date when you can return the product.

To send the invoices to Vendors you need to press Generate Invoices button.

Normally Process Commissions and Generate Invoices options should be run once in a month or at a predefined cycle as per your business need. We recommend to setup cron jobs that can be configured to run at a predefined cycle and hence avoiding manual effort to run these processes from admin panel.

Commission gets calculated on the vendor entitlement amount means if site special discount (global discount) or site level coupon discount was applied on the order then that amount will also be charged for commission. E.g. if Item was of $1000 and global discount was $100 and site coupon was $50, then even though final sale amount was $850 but vendor entitlement is $1000 and hence commission will be charged on total $1000. Vendor will be paid ($1000 – commission amount) for this order.

18.                       Vendor Invoices

Here you can view/download vendor invoices that were generated in previous step.

19.                       Global Discount

System admin can define global discount to promote the store. This discount works like commission rules and can have 4 levels:

19.1.                 Product Sub-Sub Category (Child Category level) level rule

This rule will be applicable if item that was sold belongs to defined sub-sub-category (child category).

19.2.                 Sub-Category level discount rule

This rule will be applicable for items having matching Sub-category.

19.3.                 Category level discount rule

For items having matching product category

19.4.                 Match all discount rule

Rule to match all inventory items.

Please note that best match rule will be applied first means match all discount rule has the lowest priority in the list.

20.                       Products

Admin can add various products to the product catalogue using this option. These products will be used by Vendors to create inventories. Vendors also have the option to add products of their choices to the system.

20.1.1.          Physical Products

While creating Products you will see an indicator called “Digital”; if set as “No” then the inventory items belonging to this product will be treated as Physical Inventory Item.

20.1.2.          Digital Products

If “Digital” value is set as “Yes” then the inventory items belonging to this product will be treated as Digital inventory item.

Please note that if a customer has at least one digital item in his/her cart then cash on deliver (COD) option won’t be available to the customer.

Digital Products can be of 2 types:

20.1.2.1.        Serials/Code/Keys/License

If you want to list your products under serials/keys etc category then you need to set value of Licence-Key-Code field as Yes.

While creating inventory on this product vendor will have option to upload an excel file (.xlsx).

This excel file will have keys one in each row.

Vendor can select the option if he wants the code to be delivered as attachment or in email body to the customer.

20.1.2.2.        Downloadable Products

If value of Licence-Key-Code field is No then product will be a digital downloadable product that will be immediately delivered as a downloadable link to customer’s mailbox.

21.                       Product Brand

This is optional item – this is used to enrich the information of product.

22.                       Product Attribute Values

Here you can define various attribute value lists that can be added as fixed list values to the product sub-sub category (child category) items. These values will be used on product detail page on frontend to search the matching items.

23.                       Inventory

This option allows vendors to create their inventory means the items that they have on sale. Vendors can select the products from the product catalogue and add to their inventory with various product attributes.

23.1.                 Slab Discounts (bulk discounts)

MulteCart Ultimate system provides you unique option to define slab discounts or bulk discounts for your inventories. If you enable this option then you can set different discount values for bulk items – means different discounts will be applied depending on the number of items end customer purchases from the vendor.

24.                       Discount Coupons

Site admin or vendors can define various coupons with various parameters in this section.

Coupons can again be at 4 levels like global discount. In addition, coupons can be global (site level) or vendor specific means they will be applicable only on vendor cart item(s).

Please note that only one coupon can be applied per order.

25.                       Orders

Admin/Vendors can manage the orders from this section.

26.                       Ticketing System

MulteCart Ultimate system supports full ticketing system. Customers can submit tickets from frontend. You can add system employees who can work on tickets.

26.1.                 Ticket Status

Various Ticket status are defined in system. These statuses are fixed. Only their label can be changed.

26.2.                 Ticket Impact

You can add various ticket impact values in here.

26.3.                 Ticket Priority

Define different ticket priorities.

26.4.                 Ticket SLA

Define Ticket SLA (service level agreement).

26.5.                 Departments

Create Departments to categorise your tickets.

26.6.                 Ticket Category

Create ticket categories.

26.7.                 Queues

Create Queues to route your tickets to proper support group.

27.                       Bulk Create Categories (on Admin by Default)

27.1.                 Download template

Download template that can be used to create categories/sub categories/sub-sub categories in bulk

27.2.                 Upload data

Upload filled up template to bulk upload data.

28.                       Bulk Create Products (Admin and Vendors Both By Default)

28.1.                 Download Product Template

Admin and vendors both have access to this option by default - Click on Download Template to get an excel sheet in xlsx format. This sheet gives you 1000 preformatted rows where you can select product categories/sub categories/sub-sub categories from drop down lists. You simply need to provide required information in there and then upload that sheet to automatically create products in bulk for you.

As you can see in above picture – dropdown box is shown for CATEGORY field. Drop down will show up in sub-category/ sub-sub category fields in accordance with selected value.

28.1.1.  Upload Images to Products

You can also upload images to products. Excel sheet allows you to upload up to 4 images at once. You need to provide URL of image and then system will automatically get the image and will attach it with the product.

28.1.2.  Rejected Product Records

After you upload the bulk records – system will give you rejected records sheet (if any). You can fix the issues and then re-upload the records.

28.1.3.  Inventory template for inventory creation

System will provide you a template to create inventory items for uploaded products. You can fill up the template and upload in inventory section to auto create inventory items. Bulk inventory option is available to vendors only.

29.                       Bulk Create/Update inventories (Only Vendors)

29.1.                 Download Inventories Create Template

You can download inventories create template from Manage Products page. There you can select the products for which you need to create inventory items. Then system will generate a template for you that you can fill to create inventories in bulk.

 

29.2.                 Download Inventories Update Template

This template can be downloaded from manage inventories section. This can be downloaded by vendor only.

29.3.                 Create Bulk Inventories

Fill up the inventory create template and upload it from bulk upload inventories option.

29.4.                 Update Bulk Inventories

Fill up the inventory update template and upload it from bulk upload inventories option.

30.                       Bulk Upload Products and Inventories (Only Vendors)

30.1.                 Download Template

Using this option, you will be able to download the template in which the data is required to create/update products, brands and inventories.

30.2.                 Upload Data

You can upload the data using this option. System will automatically create products, brands and inventories for valid records. Existing records will automatically be updated by system based in the input provided. At the end system will provide a link to download rejected records where reason for rejection will be listed in 1st column. On rectifying the problem same data can be re-uploaded after deleting the rejection column.