<add key=”ek_ecom_DefaultCurrencyId” value=”840” />

this key determines the base currency for your Web site. The default is 840 (the US Dollar). If needed, change this to the Numeric ISO code for the default currency. See Also: The Default Currency

Warning! Do not change this once the site is live.

<add key=”ek_MeasurementSystem” value=“English” />

For each item sold on your Web site, you define a height, length, depth, and weight. If English, the units are inches and pounds. If Metric, the units are centimeters and kilograms.

This information is used to calculate shipping costs. By default, this is set to English. Change toMetric to use the Metric system. See Also: Packages

Warning! Do not change this once the site is live.

<add key=”ek_ecom_ComplianceMode” value=”false” />

set this key to “true” when you want your site to be Security Compliant. This means the Workarea will be encrypted in an SSL session and Logging is started.

More Information:

A list of currencies and their Numeric ISO code can be found in the Workarea > Settings > Commerce > Configuration > Currencies section. The ID is the Numeric ISO code.

If you are not using Ektron CMS400.NET’s inventory system, create a custom inventory provider and add it to the web.config file’s InventoryProvider. Ektron’s Inventory Provider feature allows you to work with an existing inventory system. This is set in the web.config file.

Add the custom provider between the InventoryProvider’s <providers> tags and change the default provider to the name of your custom inventory provider. For example:

<inventoryProvider defaultProvider=”MyCustomInventoryProvider”>

More Information: Customizing the Inventory Provider

To use one of the payment gateways shipped with Ektron CMS400.NET, you can set it in the Workarea.

1. Navigate to Settings > Commerce > Configuration > Payment Gateway.

2. Click a payment gateway’s name.

3. Click Edit.

4. Add your User ID, Password and any needed Custom Values.

5. Click the Default check box to make that selection the default.

6. Click Save.

If you are not using one of these gateways, create a custom payment provider and add it to the web.config file’s EktronPaymentGateway. Add the custom provider between the EktronPaymentGateway’s <providers> tags. Once added, the option should appear in the Workarea’s Payment Gateway screen.

If you want to override the Workarea settings, change the default provider in the web.config file from “Automatic” to the name of the desired payment gateway. For example:

<EktronPaymentGateway defaultProvider=”AuthorizeNet”>

More Information: Payment Gateways

See PayPal Support

If you are not using the default flat rate shipping provider, open the shipment.config file and set the default provider in formation in: <shipmentProvider defaultProvider=”FlatRateShipmentProvider”> to either “FedExShipmentProvider” or “UPSShipmentProvider”. If you are using either of these shipping methods, make sure you fill in the following information in the <providers> tags. This information is provided by FedEx and UPS. (If you don’t see these items, scroll the window to the right.)

key=””

password=””

accountNumber=””

meterNumber=””

In addition to using these providers, you can add additional providers.

More Information: Defining Shipping Providers

Enabling a country in Ektron CMS400.NET:

makes it available for site visitors to use as part of an address for shipping and billing purposes

makes it available when you add a warehouse

automatically enables its corresponding tax table in the Country Tax Table section of the Workarea

Enabling Countries in the Workarea

1. Navigate to Settings > Commerce > Configuration > Countries.

2. Click a country’s name.

3. Click Edit.

4. Click the Enabled check box.

5. Click Save.

More Information: Countries

Regions can represent states, provinces, territories, etc. and further define areas of a country. Adding and enabling regions:

makes it available for site visitors to use as part of an address for shipping and billing purposes

makes it available when you add a warehouse

automatically enables its corresponding tax table in the Regions Tax Table section of the Workarea

Adding Regions in the Workarea

- Prerequisite: The region’s country is defined in the Countries screen.

1. Navigate to Settings > Commerce > Configuration > Regions.

2. Click New > Region.

3. Enter a name.

4. Click the Enabled check box.

5. In the Code box, enter an abbreviation for this region.

6. Select this region’s country from the pull down list.

7. Click Save.

More Information: Regions

If your Web site is selling products in another country and you want to display prices in its currency, enable it in the Workarea.

1. Navigate to Settings > Commerce > Configuration > Currencies.

2. Click a currency.

3. Click Enable.

4. Set the Exchange Rate.

Note: The default currency set in the web.config file is the base reference currency when setting an exchange rate.

5. Click Save.

More Information: Currencies

Credit cards are used during the checkout process, by the Checkout server control, during the submit phase. During this phase, all enabled credit cards appear in a drop down which site visitors use to select their choice.

Add credit card types in the Workarea.

1. Navigate to Settings > Commerce > Configuration > Credit Card.

2. Choose New > Credit Card Type.

3. Enter the credit card’s name; for example, Visa.

4. Check the Accepted check box.

5. Add an image.

6. Add a Regex Expression to validate the credit card number.

7. Click Save.

More Information: Credit Card Types

To learn about the Checkout server control, see Checkout Server Control.

email notifications are sent to your customers after their order has been received, cancelled, shipped or completed. Ektron provides four predefined messages, one for each event.

For messages to be sent, content notifications must be enabled and the customer must enter a valid email address.

Add or edit messages in the Workarea. To edit a message:

1. Navigate to Settings > Commerce > Configuration > Messages.

2. Click the title of the message.

3. Click Edit.

4. Change the properties and fields as necessary.

5. Change the text as needed.

More Information: eCommerce Messages

To learn about content notifications, see Configuring email for Tasks and Content.

If you are collecting taxes for transactions on your eCommerce site, create a Tax Class for each taxable category of products. For example, if your eCommerce site sells alcohol and tobacco, set up a tax class for each type.

Ektron provides four tax classes by default:

Alcohol

Goods

Services

Tobacco

Tax classes are applied to Postal, Regional and Country Tax Tables. In those tables you define a separate rate for each Tax Class.

Tax Classes are created in the Workarea.

1. Navigate to Settings > Commerce > Tax > Tax Classes.

2. Choose New > Tax Class.

3. Enter a name; for example, Food.

4. Click Save .

More Information: The Tax Class Screens

Once your Tax Classes are set up, you need to set a tax rate for each class in the Postal, Regional, or Country Tax Tables.

Postal Tax Tables - use when there is a city or county tax. If there are postal, regional and country taxes applied to a given area, roll them all into this table.

Regional Tax Tables - use when there is a state, provincial or territorial tax. If only regional and country taxes are applied to a given area, roll them into this table.

Country Tax Tables - use when there is country-wide tax. If only country level taxes are applied to a given area, use this table.

Ektron CMS400.NET checks these tables in the following order: Postal, Regional, then Country. Once it finds a tax, it stops. Therefore, if a postal zone has several taxes (for example, a local tax and a regional tax), build the combined percentage into the postal code tax. So, assume New York City has a 4% tax, and New York state has a 3% tax. In this case, enter a combined total of 7% into all Postal Tax Tables within New York City.

While you need to create each Postal Tax Table, Regional and Country Tax Tables are automatically generated when a country or region is added to Ektron CMS400.NET. However, there are no tax rates defined in these tables.

Create Postal Tax Tables or edit Region and Country Tax Tables in the Workarea.

To create a new Postal Tax Table:

1. Navigate to Settings > Commerce > Tax > Postal Tax Tables.

2. Choose New > Postal Code.

3. Enter a Postal Code.

4. Select the Country and Region.

5. Enter a tax rate for each Tax Class as needed.

6. Click Save.

To edit a Region’s or Country’s Tax Table:

1. Navigate to Settings > Commerce > Tax > Regional Tax Tables or Country Tax Tables.

2. Click the Id or Code of the Region or Country.

3. Click Edit.

4. Change the information as needed.

5. Click Save.

More Information: Postal TaxTables, Regional Tax Tables, Country Tax Tables

Once you set up a shipping provider (see Set up a shipping provider.), define the shipping options from which your site visitors can select. For example, if you use UPS, define whether to allow Next Day, 2nd Day, 3rd Day, Ground, World Wide Standard, etc.

Once enabled, a Shipping Method appears in the Shipping Method phase of the Checkout server control. Shipping Methods are defined in the Workarea.

1. Navigate to Settings > Commerce > Shipping > Methods.

2. Choose New > Shipping Method.

3. Enter a Name. This name represents the option in the Shipping Method phase of the checkout server control.

4. Click the Active check box to enable this method.

5. Click View Options.

6. From the Provider Service drop down, select a shipping method.

7. Click Save.

Repeat these steps until you have added all shipping methods.

More Information: Shipping Methods

This does not have to be the actual shipping address for the products. Ektron CMS400.NET uses this information to determine the “from” address when calculating shipping cost.

Add warehouse information in the Workarea.

1. Navigate to settings > Commerce > Shipping > Warehouses.

2. Choose New > Warehouse.

3. Complete the address information fields.

Note: Only countries and regions that have been enabled for eCommerce appear in the drop down lists.

4. Click the Default Warehouse check box if you want this to be the default warehouse. Only the default warehouse is used in the checkout process.

5. Click Save.

More Information: Warehouse

Tangible products have size and weight dimensions. Ektron CMS400.NET’s shipping calculator uses this information with the package size information to fit the order into the smallest-sized and fewest packages. It then passes packaging information (number, sizes and weight) to the shipping provider, which returns the order’s shipping costs.

Define package information in the Workarea.

1. Navigate to Settings > Commerce > Shipping > Packages.

2. Choose New > Package.

3. Enter a Name, Length, Height, Width and Maximum Weight a package can handle.

4. Click Save.

Repeat these steps until you’ve added all the package sizes your company uses.

More Information: Packages

Product types are applied to catalog folders and allow you to control the way product information is added to a catalog. This concept is similar to the way Smart Form configurations are applied to content folders to control the way content blocks are created. You can apply multiple product types to a catalog.

Define product types in the Workarea.

1. Navigate to Settings > Commerce > Catalog > Product Types.

2. Choose New > Product Type.

3. Define the Product Type.

4. Click Save and move to the next step.

More Information: Product Types

After clicking Save from the previous step, a content editor appears and allows you to enter XML Smart Form information. This Smart Form is what a user fills out when creating a Catalog Entry (Product).

The information added by a user appears on a product’s details page on your Web site.

Here are some fields you might want to create in your smart form.

Title

Description

Image

After you complete the Smart Form, click Save.

More Information: Product Types, Working with Smart Forms

A catalog folder is a Ektron CMS400.NET folder designed to hold eCommerce entries (products). This is similar to the way content folders hold HTML or Smart Form content. By assigning a product type to the folder, you can control the way products are added to the catalog.

Catalogs are created in the Workarea.

1. Click the Content folder bar to display the list of content folders.

2. Choose New > Catalog.

3. Set the catalog’s Properties, Metadata, Web Alerts and Breadcrumb information. (Similar to creating a Content Folder.)

4. On the Product Types Tab, select a Product Type from the drop down list.

5. Click Add.

6. Click Save.

More Information: Creating a Catalog Folder, Assigning a Catalog Folder’s Product Type

Catalog Entries are the products you are offering on your eCommerce Web site. For example, a catalog entry could be a CD, a subscription-based service, or a computer that a site visitor can customize and the price adjusts accordingly.

Create catalog entries in the Workarea.

1. Navigate to a catalog folder.

2. Click New and select a product type.

3. In the Title field, enter a name for the catalog entry.

4. Fill out the fields in the Smart Form as necessary.

5. Select the Summary tab and add a summary. (Optional)

6. Select the Properties tab and enter an SKU and the number of units that equal one purchase. Next, select a Tax Class. If the product is a tangible product, click Expand next to Dimensions, click the Tangible check box and enter the product’s physical dimensions. If you are using Ektron CMS400.NET as your inventory system, click Expand next to Inventory and enter the information.

7. Select the Pricing tab and enter the product’s list price and sales price. If you are offering a quantity discount, click Add Pricing Tier and add a quantity and a tier price. If you enabled multiple currencies, select a currency from the drop down and add pricing information as needed.

8. Select the Attributes tab and fill-out or change attributes as needed.

Note: If you did not define attributes in Step 15a., the Attributes tab does not appear.

9. Select the Media tab and click Add Images to associate images with the catalog entry.

10. The Items tab is used to create a complex product. This allows you to offer variants of a product at different price points. For this example, we will skip this tab. See Also: Creating a Complex Product.

11. Enter information as needed on these tabs: Metadata, Taxonomy and Schedule.

12. Choose Action > Publish.

To add Cross Sell or Up Sell items associated with this catalog entry, click its Title and then click View > Cross Sell or Up Sell. These items appear in the Recommendation server control when it is associated with this catalog entry.

More Information: Creating a Catalog Entry

Here is a list of templates needed to create a basic eCommerce site.

Master page - recommended, but not absolutely necessary. This template could contain any of the following:

- CurrencySelect server control - allow site visitors to choose a currency.

- View Cart link - links to the template containing the Cart server control.

- View My Account / Orders link - links to the template containing the MyAccount and OrderList server control.

- Login server control - allows site visitors and users to log in from any page.

Landing page - this page should have a way for site visitors to start the shopping process and could contain a ProductList, ProductSearch server control.

Product Display page - use the Product server control on a template to display the details of a catalog entry (product). If you are using the Cross Sell or Up Sell functionality, add a recommendation server control to this template.

Product Search page - use the ProductSearch server control on a template to allow site visitors to search for product.

Cart page - use the Cart server control on a template to allow a site visitor to work with the items they have selected to purchase.

Checkout page - use the Checkout server control on a template to facilitate the check out process.

My Account / Order History page - use a MyAccount server control and an OrderList server control to display a site visitor’s account information and a list their order history.

The steps below are an example of creating a Web site using Ektron’s eCommerce Server Controls.

Create a master page and add the following items to a header area or left side column.

CurrencySelect server control - allows site visitors to select from available monetary types. This control displays currencies that have been enabled in the Workarea during Step 7..A My Cart link that leads to a template containing the Cart server control.

My Account / Order History link that leads to a template containing the MyAccount and OrderList server controls.

Product Search link - (optional) add a link that leads to a template containing a ProductSearch server control.

Product Search server control - (optional) allows a user to search for a product from anywhere on the site. Note: Adding this option is involves more than just dragging and dropping a server control to the header or the left side column. It includes some advanced customizations and coding that allows a search term to be passed from one form to another. Ektron’s Developer Sample site shows an example of doing this with the WebSearch server control.

Login server control - (optional) this allows existing customers to login once they arrive at your site. If you only want site visitors logging in through this control, set the OnlyAllowMemberLogin property to True.

More Information:

CurrencySelect Server Control

MyAccount Server Control

OrderList Server Control

ProductSearch Server Control

Login Server Control

This template should be the first page a site visitor sees when they arrive at your site. It should have a mechanism that lets site visitors start shopping. Make sure this page has one of the following:

ProductList server control - use this control to display products by Taxonomy, Catalog or ID.

- To display a single taxonomy, set the SourceType property to Taxonomy and enter a single Taxonomy ID in the SourceId property.

- To display multiple taxonomies, set the SourceType property to TaxonomyList and enter a comma separated list of Taxonomy IDs in the IdList property.

- To display a single catalog, set the SourceType property to Catalog and enter a single catalog ID in the SourceId property. If you want to display sub catalogs for a given ID, set the Recursive Property to True.

- To display multiple catalogs, set the SourceType property to CatalogList and enter a comma separated list of catalog IDs in the IdList property.

- To display products by their ID, set the SourceType property to IdList and enter a comma separated list of product IDs in the IdList property.

- Set the TemplateProduct property to the template containing the Product server control.

ProductSearch server control - this control provides the means for site visitors to search your Web site for products. If this control is not on your landing page or part of your master page, you should create a separate template containing this control.

- Set the CatalogId property to the ID of the catalog to search.

- Set the TemplateCart property to the template containing the Cart server control.

- Set the TemplateProduct property to the template containing the Product server control.

More Information:

Product List Server Control

ProductSearch Server Control

This is the template where a site visitor views a product’s details. It contains a Product server control and optionally a Recommendation server control.

Product server control - this control displays a product’s details.

- Make sure the DynamicParameter property is set to the parameter name used to pass product IDs to the QueryString.

- If you want a default product to display when no ID is passed, set the DefaultProductID property to the ID of a product.

- Set the TemplateCart property to the template containing the Cart server control.

Recommendation server control- this control displays Cross Sell and Up Sell opportunities associated with a product. These are set in Workarea, under the View menu’s Cross Sell and Up Sell selections for a catalog entry

- Set the RecommendationType property to CrossSell or UpSell.

- Make sure the DynamicProductParameter property is set to the parameter name used to pass product IDs to the QueryString.

- If you want a product’s default Cross Sell or Up Sell items to display when no ID is passed, set the DefaultProductID property to the ID of a product.

- Set the TemplateCart property to the template containing the Cart server control.

- Set the TemplateProduct property to the template containing the Product server control.

More Information:

Product Server Control

Recommendation Server Control

This page allows site visitors to search for products on your Web site.

ProductSearch server control - this control provides the means for site visitors to search your Web site for products. If this control is not on your landing page or part of your master page, you should create a separate template containing this control.

- Set the CatalogId property to the ID of the catalog to search.

- Set the TemplateCart property to the template containing the Cart server control.

- Set the TemplateProduct property to the template containing the Product server control.

More Information:

ProductSearch Server Control

This template contains a Cart server control.

Cart server control - this control allows a site visitor to work with products they have selected to purchase. As a site visitor navigates around your site selecting products to purchase, they are added to a cart.

- Set the TemplateCheckout property to the template containing the Checkout server control.

- Set the TemplateProduct property to the template containing the Product server control.

- Set the TemplateShopping property to the Landing page template or a template containing a ProductList or ProductSearch server control.

- If you are using coupons, make sure the EnableCoupons property is set to True.

More Information:

Cart Server Control

This template contains a Checkout server control.

Checkout server control - this control allows a site visitor to navigate through the checkout process.

- Set the DefaultCountryID property to the country you want to be the default selection in the Billing and Shipping address sections.

- Set the TemplateCart property to the template containing the Cart server control.

- Set the TemplateOrderHistory property to the template containing the OrderList server control.

- Set the TemplateShopping property to the landing page template or a template containing a ProductList or ProductSearch server control.

- If you are using SSL Encryption, set the IsSSLRequired property to True.

Warning! Because Credit Card information is entered into the Checkout server control, Ektron strongly recommends using SSL Encryption for this page.

More Information:

Checkout Server Control