SoftSlate Commerce User Guide 2.3.5 Edition SoftSlate, LLC Copyright © 2003-2008 SoftSlate, LLC SoftSlate Commerce: User Guide SoftSlate, LLC Copyright © 2003-2008 SoftSlate, LLC Table of Contents I. Guide for Administrators ........................................................................................... 1 1. Installing SoftSlate Commerce ........................................................................... 4 Overview and System Requirements ............................................................... 4 Download SoftSlate Commerce ..................................................................... 5 Create an Empty Database ............................................................................ 5 Upload and Deploy SoftSlate Commerce ......................................................... 7 Run the SoftSlate Commerce Installer ............................................................. 9 Installation Troubleshooting .......................................................................... 9 Installing SoftSlate Commerce Manually ....................................................... 10 Provisioning SoftSlate Commerce with Tomcat on RedHat Linux ...................... 12 Installation Procedure for Ensim Servers ....................................................... 16 2. Getting Started .............................................................................................. 22 Adding Your First Product .......................................................................... 22 Placing a Test Order .................................................................................. 22 Viewing Your Test Order ........................................................................... 23 3. Important Settings .......................................................................................... 24 Store Settings ........................................................................................... 24 System Settings ........................................................................................ 24 Shipping Selection Required Setting ............................................................. 25 Security Code Required Setting ................................................................... 26 Default Layout Setting ............................................................................... 26 Security Settings ....................................................................................... 26 4. Managing the Product Catalog .......................................................................... 29 Overview ................................................................................................. 29 Categories ....................................................................................... 29 Products .......................................................................................... 30 Attributes ........................................................................................ 30 SKUs .............................................................................................. 30 Discounts ........................................................................................ 30 Manufacturers .................................................................................. 31 Using the Administrator ............................................................................. 31 The Administrator Control Screen ........................................................ 31 Saving Time with the Administrator Control Screen ................................ 33 Making Assignments ......................................................................... 35 Tracking Inventory with SKUs .................................................................... 36 Overview ......................................................................................... 36 Product-Level Tracking ...................................................................... 36 Attribute/Option-Level Tracking .......................................................... 38 Attribute-Only SKUs ......................................................................... 41 Discounts ................................................................................................ 41 Overview ......................................................................................... 41 Global Discounts .............................................................................. 41 SKU Discounts ................................................................................. 43 Quantity Discounts and Discount Ranges ............................................... 44 Coupons .......................................................................................... 46 Virtual Products ........................................................................................ 46 Advanced Search With Lucene .................................................................... 47 5. Configuring Taxes ......................................................................................... 48 Basic Tax Rates ........................................................................................ 48 6. Configuring Shipping ..................................................................................... 50 Flat Rate Shipping Methods ........................................................................ 50 Quantity-Based Shipping Tables .................................................................. 51 Weight-Based Shipping Tables .................................................................... 52 iv SoftSlate Commerce Price-Based Shipping Tables ....................................................................... 53 Shipping Rules ......................................................................................... 54 Overview ......................................................................................... 55 Package Shipping Rules ..................................................................... 55 Adding Method Limitations to Package Shipping Rules ............................ 56 Shipping Discount Rules .................................................................... 57 'Method Limits by SKU' Shipping Rules ................................................ 57 'Method Limits by Location' Shipping Rules .......................................... 58 Another Package Shipping Rule Example .............................................. 58 7. Configuring Payments .................................................................................... 60 Payflow Pro Advanced Settings ................................................................... 60 8. Template Placeholders .................................................................................... 63 Template Placeholders Reference ................................................................. 63 9. Upgrading SoftSlate Commerce ........................................................................ 71 Upgrading Overview ................................................................................. 71 Important: Read This Before Upgrading ........................................................ 71 Upgrade Procedure .................................................................................... 73 A. Change Log ................................................................................................. 78 B. Release Notes ............................................................................................... 83 Version 2.x .............................................................................................. 83 Version 2.3.5 ............................................................................................ 83 Version 2.3.2 ............................................................................................ 84 Version 2.3.1 ............................................................................................ 84 Version 2.2.1 ............................................................................................ 85 Version 2.1.1 ............................................................................................ 87 Version 2.0.10 .......................................................................................... 89 Version 2.0.9 ............................................................................................ 89 Version 2.0.7 ............................................................................................ 90 Version 2.0.5 ............................................................................................ 91 Version 1.0.11 .......................................................................................... 91 Version 1.0.8 ............................................................................................ 91 C. Migration Guide from 1.x to 2.x ....................................................................... 93 Migration from 1.x to 2.x - Overview ............................................................ 93 Migration from 1.x to 2.x - Procedure ........................................................... 93 Incorporating 1.x Customizations into 2.x ...................................................... 96 Interface Changes .............................................................................. 97 JSP Template Changes ....................................................................... 98 II. Guide for Designers ............................................................................................