Shop Manager Manual ConfigBox 2.6

costmarysmileInternet and Web Development

Dec 7, 2013 (3 years and 6 months ago)

152 views

 
 
 
 
 
 
 
 
Shop  Manager  Manual
 
ConfigBox  2.6
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
2
 
Table  of  Content
 
1
 
Introduction
 
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................................
................................
................................
........
 
4
 
2
 
Installation
 
................................
................................
................................
................................
...........
 
5
 
2.1
 
How  to  check  if  ionCube  Loader  is  installed
 
................................
................................
......................
 
5
 
2.1.1
 
What  to  do  if  ionCub
e  Loader  is  not  installed
 
................................
................................
................................
......
 
5
 
2.2
 
Installation  procedure
 
................................
................................
................................
......................
 
5
 
2.3
 
Steps  after  installation
 
................................
................................
................................
.....................
 
6
 
3
 
Integration  of  ConfigBox  in  Joomla
 
................................
................................
.............................
 
7
 
3.1
 
ConfigBox  Men
u  Item  Types
 
................................
................................
................................
.............
 
8
 
4
 
Configurator
 
................................
................................
................................
................................
........
 
9
 
4.1.1
 
Product  Listings
 
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................................
................................
................................
................................
 
9
 
4.1.2
 
Products
 
................................
................................
................................
................................
................................
...............
 
9
 
4.1.3
 
Configurator  Pages
 
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................................
................................
................................
........................
 
13
 
4.1.4
 
Elements
 
................................
................................
................................
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.............
 
13
 
4.1.5
 
Options  and  option  assignments
 
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.............................
 
15
 
4.2
 
Compatibility  Rules
 
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........................
 
1
6
 
4.3
 
Price  Calculation
 
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................................
................................
.............................
 
18
 
4.3.1
 
Calculation  using  Tables
 
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................................
................................
................................
..............
 
19
 
4.3.2
 
Calculation  using  Formulas
 
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................................
................................
................................
........
 
21
 
4.4
 
One
-­‐
time  Prices  and  Recurring  Prices
 
................................
................................
.............................
 
21
 
4.5
 
Product  Visualization
 
................................
................................
................................
.....................
 
24
 
4.6
 
Native  SEF  URLs
 
................................
................................
................................
..............................
 
25
 
4.6.1
 
How  ConfigBox  SEF
-­‐
URLs  are  built
 
................................
................................
................................
........................
 
25
 
4.7
 
ConfigBox  Configuration
 
................................
................................
................................
.................
 
26
 
5
 
Order  Management
 
................................
................................
................................
........................
 
26
 
5.1
 
Cart  page
 
................................
................................
................................
................................
........
 
26
 
5.1.1
 
Control  what  a  customer  can  do  on  th
e  cart  page
 
................................
................................
............................
 
27
 
5.1.2
 
Set  the  Continue  Shopping  listing
 
................................
................................
................................
...........................
 
28
 
5.2
 
Customer  Data
 
................................
................................
................................
...............................
 
28
 
5.3
 
Customer  Groups
 
................................
................................
................................
...........................
 
29
 
5.3.1
 
Associated  platform  group
 
(Joomla  1.6  and  above  only)
 
................................
................................
..............
 
29
 
5.3.2
 
Tax  display  mode
 
................................
................................
................................
................................
...........................
 
30
 
5.3.3
 
Control  display  of  prices
 
................................
................................
................................
................................
.............
 
30
 
5.3.4
 
Discount  levels
 
................................
................................
................................
................................
................................
 
30
 
5.4
 
Shipping  Management
 
................................
................................
................................
...................
 
30
 
5.5
 
Payment  Methods
 
................................
................................
................................
..........................
 
31
 
5.5.1
 
Bundled  connectors  to  online  payment  service  providers
 
................................
................................
..........
 
31
 
5.6
 
Email  Notifications
 
................................
................................
................................
.........................
 
32
 
5.6.1
 
Notification  Snippets
 
................................
................................
................................
................................
....................
 
33
 
5.7
 
Invoices
 
................................
................................
................................
................................
..........
 
33
 
5.7.1
 
Invoice  layout  and  content
 
................................
................................
................................
................................
.........
 
33
 
5.7.2
 
Configuration  of  Invoicing
 
................................
................................
................................
................................
..........
 
33
 
5.8
 
Google  Analytics  Tracking  and  Reporting
 
................................
................................
........................
 
34
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
3
 
5.8.1
 
Prerequisites
 
................................
................................
................................
................................
................................
....
 
34
 
5.8.2
 
Google  Analytics  Ecommerce  Tracking
 
................................
................................
................................
................
 
34
 
5.8.3
 
Use  of  Google  Analytics  goals
 
................................
................................
................................
................................
....
 
36
 
5.9
 
Order  Management  Configuration
 
................................
................................
................................
.
 
37
 
5.9.1
 
Checkout
 
................................
................................
................................
................................
................................
.............
 
37
 
5.9.2
 
Invoicing
 
................................
................................
................................
................................
................................
.............
 
37
 
5.9.3
 
File  Uploads  for  orders
 
................................
................................
................................
................................
................
 
38
 
5.9.4
 
Others
 
................................
................................
................................
................................
................................
...................
 
39
 
5.10
 
Reviews
 
................................
................................
................................
................................
........
 
39
 
6
 
Customizing  ConfigBox  and  Order  Management
 
................................
................................
.
 
39
 
6.1
 
Quotation  PDFs
 
................................
................................
................................
..............................
 
39
 
6.2
 
Customize  wording  or  add  translatable  texts
 
................................
................................
..................
 
40
 
6.2.1
 
Location  of  original  and  custom  language  files
 
................................
................................
................................
.
 
40
 
6.2.2
 
Language  file  format  and  best  practices
 
................................
................................
................................
..............
 
40
 
6.2.3
 
Adding  a  new  language
 
................................
................................
................................
................................
................
 
41
 
6.2.4
 
Managing  translations  after  software  up
dates:
 
................................
................................
................................
 
41
 
6.3
 
Custom  programming  in  configuration  elements
 
................................
................................
............
 
41
 
6.4
 
Use  of  custom  data  fields
 
................................
................................
................................
...............
 
42
 
6.5
 
CSS  style  overrides
 
................................
................................
................................
.........................
 
42
 
6.6
 
Customizing  standard
 
templates
 
................................
................................
................................
....
 
42
 
6.7
 
Custom  templates  for  individual  listings,  products,  pages  and  elements
 
................................
........
 
43
 
6.8
 
Connectors
 
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................................
................................
................................
.....
 
45
 
6.8.1
 
What  are  connectors  for?
 
................................
................................
................................
................................
............
 
45
 
6.8.2
 
What  are  connectors  technically?
 
................................
................................
................................
...........................
 
45
 
6.8.3
 
How  to  manage  connectors
 
................................
................................
................................
................................
.......
 
45
 
6.8.4
 
How  to  develop  a  connector
 
................................
................................
................................
................................
......
 
45
 
6.9
 
Notification  snippets
 
................................
................................
................................
......................
 
46
 
7
 
Notes  
for  ConfigBox  upgrades
 
................................
................................
................................
....
 
47
 
7.1
 
Upgrade  from  ConfigBox  versions  prior  version  2.2
 
................................
................................
........
 
47
 
7.2
 
Upgrade  to  ConfigBox  2.3.0
 
................................
................................
................................
............
 
48
 
8
 
Troubleshooting
 
................................
................................
................................
.............................
 
48
 
8.1
 
Pri
cing  and  Product  Visualization  does  not  update
 
................................
................................
.........
 
48
 
8.2
 
The  installation  failed  and  uninstallation  is  not  possible
 
................................
................................
.
 
48
 
8.3
 
Payment  method  changes  are  not  effective
 
................................
................................
....................
 
49
 
8.4
 
Issues  with  SH404SEF
 
................................
................................
................................
.....................
 
49
 
9
 
Extensions
 
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................................
................................
................................
.........
 
50
 
9.1
 
VirtueMart  Connector
 
................................
................................
................................
....................
 
50
 
9.1.1
 
Compatibility
 
................................
................................
................................
................................
................................
....
 
50
 
9.1.2
 
Installation
 
................................
................................
................................
................................
................................
........
 
50
 
9.1.3
 
Se
tup  in  ConfigBox  and  VirtueMart  2.0
 
................................
................................
................................
................
 
50
 
 
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
4
 
1

Introduction
 
ConfigBox  is  a  multi
-­‐
functional  Product  Configurator  
integ
rated  with
 
Joomla  1.5
-­‐
3.0
 
with  
o
rder  
and  
customer  
m
anagement  and  implements  
a
 
complete
 
order
 
and  RFQ
 
process,  ordering  and  shipping.
 
ConfigBox  
is  a  flexible  system  capable  of  configuring  a
 
wide  scope  of  products  and  services  and  is  designed  
for  companies  s
eeking  a  way  to  present  complex  products  with  a  user
-­‐
friendly  and  transparent  experience
.
 
Types  of  products  that  are  handled  with  ConfigBox  (non
-­‐
exhaustive)
 


Cars  and  car  equipment
 


Printing  products
 


Phone  carrier  contracts
 


Blinds  and  shades
 


Computer  systems
 


Furniture
 


Promotion  equipment
 


Analytical  instruments
 


Pool  roofing
 


Boats
 


Home  appliances
 
Support
 
Elovaris  Applications  and  a  network  of  Service  Partners  (
www.configbox.at/en/service
-­‐
partners
)  provide  
support  for  the  setup  of  the  application  and  development
 
of  extensions,  customization  and  individual  
graphic  design.
 
Shop  administration  and  data  entry
 
Product  data  entry  is  
implemented
 
for  
quick  learning,  
user
-­‐
friendl
i
ness  and  intuitive  handling.  This  enables  
staff  with  
minimal  technical  background  knowledge  t
o  manage  the  
application.
 
 
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
5
 
2

Installation
 
This  section  covers  the  installation  of  ConfigBox.  For  this  you  log  into  the  administration  panel  of  Joomla  
and  go  to  “Extensions  

 
Extension  Manager”  (or  in  Joomla  1.5  “Install/Uninstall”).
 
I
MPORTANT  NOTE
:
 
P
LEASE  M
AKE  SURE  THAT  THE  
PHP
 
EXTENSION  ION
C
UBE  
L
OADER  IS  INSTALLED  O
N  YOUR  SERVER
 
BEFORE  YOU  INSTALL  
C
ONFIG
B
OX
.
 
2.1

How  to  check  if  ionCube  Loader  is  installed
 
On  Joomla  1.5:  In  the  admin  area,  go  to  Help  
-­‐
>  System  Info  
-­‐
>  PHP  Information
 
On  Joomla  2.5:  In  the  admin  
area,  go  to  Site  
-­‐
>  System  Information  
-­‐
>  PHP  Information
 
In  the  first  section  of  the  page,  you  see  an  information  block  similar  to  this  screenshot  (the  actual  logo  and  
exact  text  differs  between  webservers):
 
 
If  you  see  the  line  with  the  
ionCube  PHP  Load
er  […]
,  your  webserver  has  ionCube  loader  installed.
 
2.1.1

What  to  do  if  ionCube  Loader  is  not  installed
 
Please  refer  to  your  hosting  provider  in  order  to  get  ionCube  Loader  installed.
 
2.2

Installation  procedure
 
If  you  upgrade  ConfigBox  you  must  create  a  backup  of  y
our  website  before  upgrading  to  prevent  data  loss  
or  downtimes  of  your  store.  This  is  a  
safety  
measure  in  case  of  
an  
interrupted  upgrade  process.
 
To  install  ConfigBox,  have  your  installation  packages  ready,  they  consist  of  multiple  files  of  the  type  .tar.g
z  
or  .zip  

 
You  downloaded  ConfigBox  as  one  .zip  file,  you  need  to  unzip  it  and  use  the  packages  in  the  folder  
“Installation”  or  “Upgrade”.
 
At  the  Extension  Manager,  
select  your  first  package  with  the  file  upload  element  and  click  on  “Upload  &  
Install”.
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
6
 
 
 
After  installation  of  the  package  com_configbox.tar.gz  you  will  be  asked  to  enter  your  license  key.  You  
should  have  gotten  this  key  by  e
-­‐
mail  from  Elovaris  Application  or  your  service  partner.
 
Continue  installing  all  the  packages.  If  any  error  occurs  duri
ng  installation  check  the  troubleshooting  
section.  If  you  find  no  solution  please  consult  your  service  partner  or  Elovaris  Applications.  
 
Afte
r  successful  installation  of  all  packages,  you  have  to  additional  entries  in  your  components  menu  

 
“ConfigBox“  an
d  “Order  Management”.  All  product  setup  related  tasks  are  in  ConfigBox.  All  tasks  related  to  
orders,  payments,  customer  
data
 
and  similar  are  found  at  “Order  Management”.
 
2.3

Steps  after  installation
 
Activation  of  Joomla  
plugins
 
Joomla  requires  you  to  manually  
activate  new  plugins  using  the  
Plugin  Manager  
at
 
Extensions.  
C
lick  on  the  
red  symbol  next  to  the  newly  installed  plugins
.
 
Setup  of  customer  group  (Joomla  1.6  and  above  only)
 
Go  to  Order  Management  
-­‐
>  Customer  Groups  
-­‐
>  Default  Group  and  set  a  Joomla  user  g
roup
 
at  platform  
group  (save  once  if  already  filled)
.  
 
What  is  this  meant  for?
 
After  the  customer  supplied  his  contact  information  on  the  RFQ  form  or  order  
address  form,  a  Joomla  user  account  is  created  and  assigned  to  that  group.
 
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
7
 
 
Setup  of  permissions  (
Joomla  1.6  and  above  only)
 
On  the  Joomla  1.6  (and  above)  platform
 
Joomla  group  permissions  are  used  to  allow  or  display  certain  tasks  
or  features.  After  installation  your  public  group  has  no  permissions  for  any  of  these  tasks,  you  need  to  set  
these  manuall
y.
 
Allow  Site  Login  for  the  Joomla  guest  user  group  
 
At  
Site  
-­‐
>  Global  Configuration  
-­‐
>  Permissions
 
you  need  to  allow  
the  guest  user  group  (by  default  called  
‘Public’  to  login  to  the  site.  This  enables  ConfigBox  to  automatically  login  users  after  a  reques
t  for  quotation  
or  customer  data  entry.
 
Allow  Site  Login  for  user  groups  associated  with  customer  groups
 
If  you  create
d
 
customer  groups
 
at  
Order  Management  
-­‐
>  Customer  Groups
 
and  associate  other  groups,  you  
need  to  set  the  same  permissions.
 
Enter  your  
business  information
 
At  
Components  
-­‐
>  Order  Management  
-­‐
>  Shop  Data
 
you  need  to  enter  info
rmation  related  to  your  
business.  This  information  is  used  
for  quotation  headers,  invoices,  payment  service  providers  etc.
 
Enter  an  email  address  for  notifications  on  reviews
 
To  receive  notification  when  a  customer  made  a  product  review,  enter  an  email  address  at  
Components  
-­‐
>  
ConfigBox  
-­‐
>  Configuration  
-­‐
>  Reviews
.
 
3

Integration  
of  
ConfigBox
 
in  Joomla
 
To  display  ConfigBox  pages  on  your  website,  you  use  menu  items  just  as  any  other  component.
 
Go  to  “Menus  

 
Your  Menu”  and  click  “New”,  then  choose  the  menu  type.  ConfigBox  offers  multiple  menu  
item  types  with  parameters.  The  most  import
ant  one  is  the  type  “ConfigBox  

 
Product  Listing”  which  will  
show  all  your  products  or  a  listing  of  certain  products  (grouped  by  product  listings).
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
8
 
 
 
3.1

ConfigBox  Men
u  Item  Types
 


ConfigBox  

 
Configurator
-­‐
Page
 
A  link  to  a  
configurator  page
 
of  a  product
.
 
Check
 
the  section  “SEF  Links  in  ConfigBox”  for  special  use  
of  this  menu  item.
 


ConfigBox  

 
Cart
 
Link  to  the  ConfigBox  shopping  cart
.
 


ConfigBox  

 
Product  Details
 
Link  to  a  defined  product  details  page
.
 


ConfigBox  

 
Product  Listing
 
Link  to  a  page  that  shows  all  you
r  products  or  products  of  a  certain  listing  if  defined
.
 


Order  Management
 

 
Refund  Policy  Page
 
Link  to  the  RP  as  defined  in  the  Shop  Data  of  ConfigBox  Order  Management
.
 


Order  Management  

 
Terms  and  Conditions
 
Link  to  the  TOC  as  defined  in  the  Shop  Data
.
 


Ord
er  Management  

 
Customer  Profile  Page
 


Order  Management  

 
Edit  Profile  Page
 


Order  Management  

 
Login
 
Form  (you  can  also  use  a  standard  Joomla  login  form)
 


Order  Management  

 
Register  Form  (you  can  also  use  a  standard  Joomla  registration  form)
 
 
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
9
 
4

Configurator
 
4.1.1

Product  Listings
 
Product  listings  are  used  to  display  products  together  on  overview  pages  (like  household  goods,  power  
tools  or  accessories).  You  can  assign  products  to  listings  and  you  can  assign  a  product  to  multiple  listings.
 
To  add  a  listing,  go  to  “
Co
nfigBox    
-­‐
 
Product  Listings
”  and  click  “Add”.  Set  a  name  and  save.  You  can  then  
add  a  menu  item  with  the  Joomla  Menu  Manager  to  show  the  listing  on  your  website.
 
 
4.1.2

Product
s
 
 
4.1.2.1

Product  Alias
 
The  
product  alias  
is  used  for  SEF  URLs  (see  section  ‘how  ConfigBox  
generates  SEF  URLs’)  and  has  to  consist  
of  characters  that  are  valid  for  URLs  (if  you  are  unsure,  use  a
-­‐
z,  0
-­‐
9  and  minus  only).
 
4.1.2.2

Base  price  and  Base  price  recurring
 
At  this  section
 
you  can  assign  a  base  price  on  which  all  extras  during  configuration  are  add
ed  to.  With  a  
price  label  you  can  decorate  your  price,  especially  useful  if  you  use  setup  and  recurring  costs  parallel.  With  
a  custom  price  text,  you  can  present  a  price  with  your  own  wording  and  insert  the  price  value  using  the  
placeholder  %s.  This  enable
s  you  to  display  your  price  as  ‘Starting  from  €100’.  For  the  ‘
Recurring  base  
price’  
you  can  do  the  same  analogous.
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
10
 
4.1.2.3

Product  Description
 
Product  descriptions
 
are  shown  in  the  product  listing  and  details  page.  You  have  separate  product  listing  
description  and
 
product  details  description.  If  you  set  ‘Use  product  details  description  as  template`,  all  your  
entered  HTML  will  be  used  as
-­‐
is  in  the  product  details  giving  you  full  control  over  the  layout.  You  can  then  
use  placeholders  for  dynamic  fields  like  price  and
 
‘add  to  cart’    or  ‘configure’  buttons.  See  the  field’s  tooltip  
for  the  placeholder  names.
 
4.1.2.4

Product  detail  panes
 
With  product  detail  panes  you  show  product  details  segmented  in  a  tabbed  interface.  You  can  choose  to  
display  the  product  details  in  
product  pag
es
 
and  
configurator  pages
.
 
Example  product  detail  panes
 
 
These  are  example  product  detail  panes.  Actual  font
-­‐
sizes,  colors  and  box  widths  may  vary  and  may  be  
influenced  by  the  platform  styling.
 
Listing  of  product  detail  panes  in  product  data  
entry  
form
 
 
Important  note:
 
If  you  just  added  a  new  product,  save  once  before  you  add  product  detail  panes.
 
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
11
 
Detail  pane  entry  form
 
 
You  can  enter  heading,  an  optional  icon,  CSS  classes  and  HTML  content.  CSS  classes  enable  web  
designers
 
to  set  specific  styling  
for  he
adings  and  pane  contents.
 
Customization  of  product  details  location
 
To  change  the  area  where  product  details  are  displayed,  create/edit  your  custom  product  or  configurator  
page  template  and  add/move  this  snippet:
 
<?php

if
($this
-
>showProductDetailPanes) {
?>

<
div

class
=
"product
-
detail
-
panes
-
wrapper"
>
<?php

echo
$this
-
>productDetailPanes;
?>
</
div
>

<?php

}
?>

4.1.2.5

Product  Visualization
 
If  you  
like  to  show  a  
product  visualization
 
in  configurator  pages,  the  cart,  the  PDF
-­‐
quotation  and  order  
confirmation
,  set  up  the  d
imensions  
of  the  visualization
.  
V
isualization  images  
of  one  product  
should  have  
the  same  dimensions.  
 
Display  of  the  visualization  in  configurator  pages
:  In  Joomla  you  use  the  module  called  ‘ConfigBox  Product  
Visualization’  
(mod_configboximages)  
and  positi
on  it  at  the  
Joomla  t
emplate  position  of  your  choice.
 
Alternatively  you  can  use  this  snippet  in  configurator  page  templates
:
 
<?php


$view =
KenedoView::
getView
('ConfigboxViewBlockVisualization',KPATH_ROOT.DS.'components'.DS.'com_configbox'.
DS.'views'.DS.'b
lock_visualization'.DS.'view.html.php');

$view
-
>display();

?>

Important  Note
:  You  need  to  set  the  dimensions  of  the  
product  visualization.
 
O
therwise  
it  will  not  be  
visible
.
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
12
 
4.1.2.6

Selection  overview  on  configurator  pages
 
You  can  override  the  settings  for  the  
sele
ction
 
overview  for  each  product
.
 
In
 
this  section  you  find  the  same  
parameters  as  in  the  
global  configuration  itself.  Set  to  “Use  Default”  to  use  
the  
global  configuration  setting
.
 
 
Display  of  the  selection  overview  in  configurator  pages:  
In  Joomla  you  use  
the  module  called  ‘ConfigBox  
Selection  Overview’  (mod_configboxprices)  and  position  it  at  the  Joomla  template  position  of  your  choice.  
Alternatively  you  can  use  this  snippet  in  configurator  page  templates:
 
<?php


$view =
KenedoView::
getView
('ConfigboxViewB
lock
Pricing
,KPATH_ROOT.DS.'components'.DS.'com_configbox'.DS.'vie
ws'.DS.'block_
pricing
.DS.'view.html.php');

$view
-
>display();

?>

 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
13
 
4.1.3

Configurat
or
 
Page
s
 
Note
:  Configurator  pages  were  called  ‘
C
ategories’  in  previous  versions  of  ConfigBox.
 
Configuration  pages  en
able  you  to  create  multiple  steps  in  the  configurator.  If  you  only  need  one  step,  you  
just  create  one  page.
 
 
4.1.3.1

Visualization  View
 
In  ‘
visualization  view
‘  you  enter  a  keyword
,
 
the  same  field  
is  
present  
at  the  option  assignment  and  
enables  
you  to  show  differe
nt  product  visualizations  on  each  page
.  Only  
visualization  
images  
that  
match  the  
visualization  view  
text  of  the  
configurator  page
 
are  shown.
 
 
If  the  field  is  empty,  only  the  visualization  images  with  empty  fields  are  shown.  In  pages  like  the  cart  or  PDF  
qu
otation,  the  images  with  an  empty  visualization  view  are  used.
 
4.1.3.2

Other  settings
 
If  you  like  to  block  the  customer  from  going  to  the  next  step  if  mandatory  elements  have  no  selection,  
check  
‘Block  continuing  if  missing  elements’
.  You  set  elements  to  be  mandat
ory  at  the  element  screen  
later.
 
By  default,  the  ‘Finish  Configuration’  button  is  displayed  on  each  page,  to  change  that  
activate  the  option
 

Finish  button  on  last  page  only
’.
 
4.1.4

Elements
 
Elements  (and  their  assigned  options)  are  the  components  
for
 
which  the  
customer  makes  his  selections.  An  
element  can  be  a  text
-­‐
field,  
checkbox  or  
radio
-­‐
button
 
depending  on  the  number  of  assigned  options
.
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
14
 
Examples  of  elements  for  
better  understanding
 


Car  paint  (with  assigned  options  red,  blue  and  black)
 


Width  of  
a  
brochure  (no
 
options,  will  be  a  text
-­‐
field)
 


I
nsurance  
opt
-­‐
in  
(checkbox,  one  assigned  option)
 
4.1.4.1

Text  Field  Element
 
To  display  the  
element  as  text
 
field
,  
add  an  element  and  assign  no  options  to  it
.
 
If  you  want  to  restrict  
customer  entry  to  certain  values
,  see  the  section  
‘Settings  for  custom  entries’
.
 
 
If  you  like  to  allow  numbers  only  (e.g.  for  measurement  entries),  set  
‘Allow  integer  values  only’
 
and  
optionally  set  a  
minimum  and  maximum  value  
and  
default  value
.
 
Note:
 
If  you  like  the  default  value  to  be  set  after  an  elem
ent  becomes  active  (by  rule),  activate  the  option  
‘Auto
-­‐
Select  Default  Option  or  Text’  in  the  section  ‘General’.
 
4.1.4.2

Element  widgets  for  custom  entries
 
When  using  text  fields  for  entries,  you  might  want  to  give  your  customers  a  more  appropriate  way  to  enter  
th
eir  information.  For  this  we  got  widgets  for  these  kinds  of  entry:
 


Regular  text  field  with  validation  and  minimum  and  maximum  value
 


Calendar  for  date  entry
 


Slider  for  number  entry
 


File  upload  field  with  file  validation
 


Popup  with  a  custom  Joomla  article  to
 
pick  a  predefined  text  value  (pick  a  Joomla  article  with  a  
HTML  table.  In  the  cells  you  put  in  a  text  inside  a  <span>  Element,  when  the  customer  clicks  on  the  
table  cell,  the  value  in  the  <span>  will  be  entered  in  the  text  field
 
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
15
 
4.1.4.3

Price  Calculation  on  elem
ents
 

 
‘calculation  element’
 
 
Important  note
:  
You  cannot  assign  options  
to  an  element  with  assigned
 
price
 
calculation  models.
 
If  you  
disable
 

Display  element  in  configurator’
,  the  element  will  
not  be  displayed  in  the  configurator  (and  
customers  cannot  mak
e  entries).  The  element  will  act  as  a  calculator  only  and  title  and  pricing  will  be  
displayed  in  overviews
.
 
Setting  up  calculation  models  is  described  in  the  manual  section  ‘Calculation  Models’.  The  
price  
m
ultiplicator
 
is  used  to  multiply  the  
result  of  the
 
price  
calculation.  
 
4.1.4.4

Checkbox  Elements
 
After  you  add  a  new  element  and  save  you  will  see  a  section  called  ‘Option  Assignments’  on  the  bottom  of  
the  edit  screen.  This  allows  you  set  up  items  that  the  customer  can  choose  from.  
 
To  display  a  checkbox,  you  ass
ign  one  option  to  the  element.
 
See  the  section  
Options  and  Option  Assignments
 
for  detailed  information.
 
4.1.4.5

Radio
-­‐
Button  Field  Elements
 
 
4.1.5

Options  and  option  assignments
 
Options  can  be  seen  as  separate  products  or  interchangeable  components  of  a  machine.  Option
s  can  be  
used  in  multiple  elements  across  multiple  products.  The  data  of  an  
option
 
(e.g.  price,  name,  SKU,…)  is  
stored  centrally,  so  changes  affect  all  assignments.  The  data  of  an  option  assignment  on  the  other  hand  
(calculations,  rules,  picker  and  visuali
zation  images)  are  specific  to  each  assignment.  See  the  links  
Option  
assignment  
and  
Global  option
 
for  reference.
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
16
 
Option  assignment  settings:
 
 
If  you  assign  a  
calculation  
for  price  or  recurring  price,  the  static  price  of  the  global  option  will  be  
overridde
n.
 
The  image  for  the  
visualization  image  
will  be  displayed  in  the  
product  visualization
 
if  the  customer  selects  
the  option.  To  control  the  position  in  the  visualization  stack,  enter  a  number  at  the  field  
‘visualization  
stacking  order’  
(higher  numbers  make  
the  image  stacked  higher  up).  
 
With  the  
visualization  view  keyword  
you  define  which  visualization  images  should  be  shown  on  a  
configurator  page.  This  enables  you  to  display  multiple  views  in  the  configurator.  The  field  is  present  in  the  
configurator  page  a
nd  the  option  assignment  data.  Only  images  with  matching  keywords  will  be  shown  in  
the  visualization.  In  the  cart,  PDF  quotation  and  order  pages  the  images  with  no  keyword  are  shown.
 
Compatibility  rules  
are  described  in  detail  in  the  section  ‘Compatibility
 
Rules’.  The  configurator  activates  or  
disables  options  depending  on  if  the  conditions  of  the  rule  are  met.
 
4.2

Compatibility  Rules
 
Compatibility  rules  enable  you  to  let  elements  and  options  automatically  appear  and  disappear  (called  
becoming  active  or  inactiv
e  in  this  manual)  depending  on  the  customer’s  current  selections.  The  elements  
and  options  can  be  greyed  out  or  completely  hidden.  Standard  options  can  be  auto
-­‐
selected  once  the  
element  becomes  active.
 
In  the  following,  we  refer  to  options  

 
all  applies  to
 
elements  as  well.
 
The  rules  are  entered  with  a  visual  editor.
 
You  open  the  option  you  like  to  become  active/inactive  and  click  
on  edit  at  the  section/field  compatibility  rules  and  the  compatibility  rules  editor  popup.
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
17
 
 
Rule  editor  since  ConfigBox  2.4.0
 
R
ule  editor
:  Pick  an  element  in  the  grey  area  and  you  get  the  available  conditions  to  be  dragged  into  the  
rule.  Once  you  click  and  hold  on  a  condition,  you  see  drop  areas  in  the  rule  area  where  you  drag  and  drop  
it.  You  find  more  info  in  the  onscreen  help  a
t  the  rule  editor.
 
You  can  use  the  values  of  the  custom  fields  in  
options  and  option  assignments  to  determine  your  rules.
 
Click  on  “is”  to  change  the  operator  to  “is  not”  or  
“is  lower”  etc.  (where  applicable).
 
In
 
the  editor  you  set  the  conditions  under  whi
ch  the  option  shall  be  active.  If  the  conditions  are  not  met  the  
element  will  become  inactive.
 
If  the  conditions  
of  the  rule  
are  not  met  anymore  and  the  option  was  selected,  it  will  be  automatically  
deselected.
 
You  can  make  the  option  disappear  by  setting
 
‘Hide  if  not  
applying’
 
to  yes.  If  you  like  the  customer  to  confirm  
automated  deselection  if  the  conditions  of  the  display  are  
not  met  anymore,  set  ‘
confirm  deselect’
 
to  yes.
 
For  compatibility  rules  on  elements  you  can  set  that  the  
default  option  (if  set)  
will  be  auto
-­‐
selected  once  the  
element  becomes  active.
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
18
 
4.3

Price  Calculation
 
With  calculation  models  you  can  
implement  complex  pricing  structures  with  no  need  for  programming.  
Depending  on  the  pricing  scheme  you  can  use  price  tables  or  formulas  to  output  prici
ng  depending  on  
customer  input.
 
In  general  calculation  models  take  the  number  input  from  text  field  elements,  but  you  can  also  use  tables  
to  make  prices  for  combinations  of  2  radio  button  elements.
 
At  the  tab  
‘Calculation
s’  
you  find  a  listing  of  all  your  c
alculation  models.  Setting  up  a  model  is  one  step,  you  
also  have  to  assign  your  calculation  model  to  an  element  or  option  afterwards.  See  descriptions  at  the  
manual  section  

element
s’
.
 
Calculation
 
for  
an  element:
 
If  you  assign  the  calculation  model  to  an  e
lement,  it  will  not  be  displayed  as  a  configuration  element  
anymore,  it  will  only  be  shown  on  overview  pages  (e.g.  price  module,  cart  etc
.
)  with  the  price  calculated  in  
the  model.  This  is  referred  to  as  ‘calculation  element’.
 
If  you  
disable  

Display  
elemen
t  in  configurator’
,  the  element  
will  not  show  up  as  a  free  entry  element  and
 
the  
element  will  be  displayed  in  overviews  unless  the  calculation  returns  zero
.
 
Important  note:
 
If  you  assign  a
 
calculation  model  to  an  element,  the  element  needs  to  be  a  text  fie
ld  (no  
options  assigned).
 
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
19
 
Calculation  for  an  
option  assignment:
 
 
You  can  also  assign  a  model  to  an  option.  In  that  case  the  static  price  is  ignored  and  the  price  from  the  
m
odel  will  be  displayed  instead.
 
4.3.1

Calculation  
using
 
Tables
 
With  calculation  tables,
 
you  choose  2  elements  as  input  parameters.  The  selection  of  the  elements  is  used  
to  look  up  the  values  in  the  table,  the  cells  of  the  table  are  the  price  output.
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
20
 
 
Calculation  table
 
A  typical  example  of  an  calculation  table  is  usage  of  2  text  field  elemen
ts  (e.g.  for  input  of  width  and  height)  
which  is  used  in  the  table  for  columns  and  rows.  At  the  bottom  of  the  screen  you  can  add  your  axis  values  
(‘Add  in  columns’,  ‘Add  in  Rows’)  

 
you  can  add  multiple  values  at  once  by  separating  with  commas.
 
After  click
ing  ‘go’  the  table  is  created  with  zero  values  (as  in  the  figure  above).  You  can  now  enter  prices  for  
each  combination  of  the  2  inputs.
 
Set  ‘
use  next  higher  value
’  to  look  up  the  next  existing  value  in  the  table  (e.g.  customer  entered  13,  next  
axis  value  i
n  the  table  is  20  

 
so  the  value  for  20  is  used).
 

Round  values  to
’  makes  the  customer  input  rounded  to  integers,  tens,  hundreds  etc.  (only  enter  1,  10,  
100,  etc.).
 

Multiplicator’
 
simple  multiplies  the  result  of  the  calculation  with  the  entered  value.  Use
ful  when  entering  
supplier  prices  and  multiply  it  with  your  margin.
 

Dynamic  Multiplicator
’  can  be  used  to  define  another  text
-­‐
field  element  whose  value  will  be  used  to  
multiply  the  result  of  the  calculation.
 
Note
:  If  you  set  up  text  field  elements  meant  f
or  numbers,  make  sure  you  set  up  validation  of  the  user  
input  at  the  element  under  section  ‘Text  field  settings’.  This  makes  sure  the  price  calculation  won’t  break  
when  customers  enter  non
-­‐
numeric  values.  ConfigBox  automatically  deals  with  decimal  symbols  
from  
different  languages.
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
21
 
4.3.2

Calculation  using  Formulas
 
Calculation  formulas  
follow  a  similar  pattern  like  the  calculation  tables,  but  here  you  can  use  a  
mathematical  formula  with  placeholders  for  customer  input.
 
After  adding  a  new  calculation  model,  select  t
he  type  ‘Formula’  to  toggle.  You  can  add  up  to  4  placeholders  
that  will  be  used  in  the  formula  with  the  letters  A  to  D.  The  placeholders  get  replaced  with  the  value  
entered  by  the  customer  for  that  element  (or  zero  if  no  input  is  there).  
 
Always  pad  a  plac
eholder  with  a  space  (before  and  after),  so  that  the  formula  can  be  parsed  properly.
 
Example  formula:  (  A  *  B  )  +  C
 
4.3.2.1

Formula  Keywords
 
You  can  use  keywords  to  use  values  other  than  user  input  for  your  formula  (e.g.  
Total
 
for  the  price  total  of  
the  current  pr
oduct).  A  list  of  keywords  is  found  in  the  on
-­‐
screen  notes  at  the  formula  editor.
 
With  the  keyword  
ElementAttribute
 
you  can  use  metadata  of  an  element  and  its  assigned  options.  E.g.  use  
ElementAttribute(10.selectionPrice)  to  get  the  current  price  for  the  e
lement  with  ID  10.  You  can  look  up  
element  IDs  at  the  element  list  screen  or  at  the  placeholder  dropdowns.
 
Since  ConfigBox  2.4.0
:  You  will  see  the  available  placeholders  in  the  onscreen
-­‐
help.  You  can  use  the  
custom  
fields  
in  elements,  options  and  option  as
signments  in  your  formula  as  in  the  compatibility  rules.
 
You  can  also  enter  PHP  code  to  make  more  complex  calculations  here.  Also  there  is  an  element  class  API  
that  lets  you  write  your  own  element  PHP  classes  that  override  the  calculation  method  to  make  ev
en  more  
sophisticated  price  calculation.
 
4.4

One
-­‐
time  Prices  and  Recurring  Prices
 
ConfigBox  supports  
two
 
parallel  prices  for  each  entity  enabling  you  to  offer  products  that  have  a  o
ne
-­‐
time  
fee  and  a  recurring  fee  (or  either  one  of  them).  
This  enables  you  to  of
fer  products  that  for  instance  have  a  
monthly  price  and  a  setup  price.
 
Typical  use  cases
 


Rental  offers
 


Webhosting  products
 


Phone  contracts
 
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
22
 
Settings  for  one
-­‐
time  pricing  and  recurring  pricing
 
 
You  can  label  each  price  type  individually  on  a  per
-­‐
product  ba
sis
 
and  define  an  interval  for  the  recurring  
payments
.
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
23
 
Product  page  example  using  one
-­‐
time  and  recurring  prices
 
 
Pricing  is  displayed  according
 
Configurator  page  display  example
 
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
24
 
Selection  overview  using  one
-­‐
time  and  recurring  prices
 
and  settings
 
     
 
Y
ou  can  configure  the  selection  overview  for  each  product  individually  and  set  global  defaults  in  the  
ConfigBox  configuration.
 
Cart  page  showing  one
-­‐
time  and  recurring  prices
 
 
4.5

Produ
c
t
 
Visualization
 
ConfigBox  enables  you  to  present  your  product  visually  and
 
have  real  time  updates  of  the  visualization  
during  a  customer’s  configuration
.  Instead  of  
providing
 
images  for  each  combination  
of  the  product
,  you  
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
25
 
can  upload  outtakes  of  
the  parts  
with  transparent  background,  ConfigBox  stacks  those  images  to  produce  
the  
product  visualization
.
 
Display  of  the  Configuration  page
 
You  display  the  product  visualization  
in  the  configuration  page  
with  the  supplied  Joomla  module  ‘ConfigBox  

 
Product  Visualization’  (mod_configboximages)
 
which  you  can  place  in  the  template  position  
of  your  
choice.
 
Important  note
:  You  need  to  set  the  dimensions  of  the  product  visualization  at  product  in  the  section  
‘Product  visualization’.
 
Adding  an  image  to  the  visualization
 
You  upload  images  at  the  option  assignment
 
that  represents  the  part  in  
the  f
ield  

visualization
 
image’  
(see  
manual  section  ‘elements’).  
With
 

visualization  stacking  order
`
 
you  define  the  position  of  the  image  in  the  
stack.
 
 
4.6

Native  
SEF  URLs
 
ConfigBox  uses  the  native  Joomla  framework  to  create  SEF  URLs.  
The  use  of  third  party  tools
 
that  alter  URLs  
is  discouraged  and  we  recommend  disabling  them  for  ConfigBox  and  Order  Management  pages.
 
Important  note
:  Y
ou  need  to  enable  Search  Engine  Friendly  URLs  in  the  Joomla  Global  Configuration  to  
benefit  from  ConfigBox  SEF  URLs.
 
4.6.1

How  ConfigBox  SE
F
-­‐
URLs  are  built
 
ConfigBox  analyses  
the  
menu  item  structure  and  determines  the  
optimal
 
SEF
-­‐
URL  
for  pages
.  It  takes  the  
alias  of  the  
most  specific  menu  item  and  appends  
the  aliases  of  the  product  and  configurator  page
 
as  
needed
.
 
When  two  equally  specific  me
nu  items  are  found,  parent  menu  items  of  the  current  menu  item  are  
prioritized.  Following  you  see  a  list  that  defines  how  specificity  is  defined  for  each  page  type.
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
26
 
Product  listings:
 
1.

M
enu  item  of  type  ‘Product  Listing’  with  a  matching  listing  id
 
2.

M
enu  item  
of  type  ‘Product  Listing’  with  no  defined  listing  id
 
Product  
Page
:
 
1.

M
enu  item  
of  type  ‘Product  Page’  
with  
a  
matching  product  id
 
2.

M
enu  item  of  type  ‘P
roduct  
L
isting
’  
that  
contains
 
the  product
 
(product  alias  is  appended)
 
3.

M
enu  item  of  type  ‘P
roduct  
L
isting

 
wit
h  no  defined  listing  id
 
(product  alias  is  appended)
 
Configurator  page
:
 
1.

Menu  item  of  type  ‘Configurator  Page’  with  a  matching  page  id
 
2.

Menu  item  of  type  ‘Configurator  Page’  with  a  matching  product  id  (page  alias  is  appended)
 
3.

Menu  item  of  type  ‘Product  Page’  
with  a  matching  product  id  (page  alias  is  appended)
 
4.

Menu  item  of  type  ‘Product  Listing’  that  contains  the  product  (product  and  page  alias  is  appended)
 
5.

Menu  item  of  type  ‘Product  Listing’  with  no  defined  listing  id  (product  and  page  alias  is  appended)
 
4.7

Confi
gBox  Configuration
 
Please  refer  to  the  onscreen  help  on  the  ConfigBox  configuration  screen.
 
5

Order  Management
 
5.1

Cart  page
 
The  cart  page  is  the  interface  between  the  configurator  and  the  order  management.
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
27
 
 
5.1.1

Control  what  a  customer  can  do  on  the  cart  page
 
A  cus
tomer  can  perform  the  following  tasks  on  the  cart
 


Request  a  quotation
 


Save  an  order
 


Checkout  an  order
 


Request  assistance
 
You  can  control  which  tasks  are  available  to  the  customer  for  each  customer  group.  You  find  the  settings  in  
Order  Management  
-­‐
>  Custome
r  Groups
.
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
28
 
 
 
5.1.2

Set  the  Continue  Shopping  listing
 
At  the  cart  and  thank  you  page  the  customer  sees  a  ‘Continue  Shopping’  button,  leading  to  a  product  listing  
of  your  choice.  You  can  set  the  product  listing  at  
ConfigBox  
-­‐
>  Configuration  
-­‐
>  Cart
.
 
5.2

Customer  Data
 
You  can  control  what  data  can  be  entered  and  which  shall  be  mandatory  in  the  various  customer  data  entry  
forms.  These  are
 


Customer  profile  data
 


Form  for  quotation  requests
 


Form  for  storing  cart  contents
 


Form  for  assistance  requests
 


Form  for  ecommerce  check
outs
 
At  
Order  Management  
-­‐
>  User  Fields
 
you  set  the  fields  that  shall  be  displayed  or  being  mandatory.
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
29
 
 
Important  Note:  
The
 
billing
 
fields
 
‘First  Name’,  ‘Last  Name’,  ‘E
-­‐
Mail’,  ‘Salutation’  and  ‘Country’  are  required  
by  the  system  and  cannot  be  made  option
al  or  hidden.
 
5.3

Customer  Groups
 
You  can  manage  customer  groups  as  
Order  Management  
-­‐
>  Customer  Groups
 
and  set  a  default  group  for  
new  customers  at  
Order  Management  
-­‐
>  Configuration  
-­‐
>  Others
.
 
With  customer  groups  you
 
can  do  the  following:
 


Control  what  a  cust
omer  can  see  or  do  in  the  shop  system
 


Set  volume  discount  levels
 


Set  which  platform  user  group  the  customer  is  associated  with.
 
5.3.1

Associated  platform  group
 
(Joomla  1.6  and  above  only)
 
You  also  associate  the  customer  group  with  a  platform  user  group.  When  a  n
ew  customer  account  is  
created,  a  platform  user  is  created  as  well  and  will  be  assigned  to  that  group.
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
30
 
Benefits
 
You  can  use  the  platform  CMS’  ACL  system  to  set  permissions  for  actions  in  the  CMS  and  other  extensions  
that  support  ACL.
 
Important  note
:  On  Joo
mla,  you  need  
to  allow  Site  Login  for  any  associated  group  at  
 
Site  
-­‐
>  Configuration  
-­‐
>  Permissions
.
 
5.3.2

T
ax  display  mode
 
You  can  control  the  
way
 
tax
es
 
are  handled  throughout  the  system
.  There  are  2  modes
 
B2C  

 
Business  to  customer
 


In  the  configurator,  item  pr
ices  are  displayed  net
 


In  order  overviews,  item  prices  are  displayed  net  and  taxes  are  stated  before  the  total  (Plus  X%  tax)
 
B2B  

 
Business  to  business
 


In  the  configurator,  item  prices  are  displayed  net
 


In  order  overviews,  item  prices  are  displayed  net  and
 
taxes  are  stated  after  the  total  (including  X%  
tax)
 
5.3.3

Control  display  of  prices
 
You  can  hide  prices  in  the  configurator  and  cart  page.  Prices  will  still  show  in  quotations,  email  notifications  
(if  order  overviews  are  included)  and  checkout  pages.
 
5.3.4

Discount  l
evels
 
For  each  group  you  can  set  discount  levels  for  the  products.  You  have  5  levels,  each  with  a  minimum  
product  value  and  a  discount  rate  to  subtract  from  the  product  value.  If  a  discount  applies,  it  will  be  shown  
in  order  overview  pages.  
 
Important  note
:  The  discount  rate  shall  be  a  
negative  
number
.
 
5.4

Shipping  Management
 
ConfigBox  automatically  calculates  shipping  costs
 
from  the
 
total  weight  of  the  order,  shipping  country  and  
chosen  shipper
.
 
Setup  of  zones
 
At  
‘Order  Management  
-­‐
>
 
Shipping
 
-­‐
>  Zones
’  you  def
ine  zones  and  assign  countries  to  these.  
You  use  these  
zones  in  shipping  rates  
to  enable  you  be  able  to  use  a  single  shipping  rate  for  multiple  countries  that  have  
the  same  shipping  costs.
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
31
 
Setup  of  shipping  rates
 
 
5.5

P
ayment  
M
ethods
 
ConfigBox  ships  with  vari
ous  connectors  to  
online  
payment  service  providers  (PSPs)
 
and  supports  offline  
bank  transaction  (showing  a  thank
-­‐
you
-­‐
page  with  bank  information)  and  orders  with  no  immediate  
payment
.  In  ConfigBox  you  add  payment  methods  with  various  settings,  choose  the  re
garding  
PSP,  click  
‘save’,  and  configure  the  connector  at  the  settings  on  the  right
.
 
 
5.5.1

Bundled  connectors  to  
online  
payment  service  providers
 


mPAY24  Classic
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
32
 


Postfinance  (Basic,  Startup  and  Professional)  
 


PayPal  Payments  Standard
 


QuickPay
 


SOFORT  Überweisung
 
CLASSIC
 


VR  pay  virtuell
 


Wirecard  QPAY
 


Authorize.Net  SIM
 
Since  the  website  URLs  of  the  providers  are  liable  to  change,  please  
use  a  search  engine
 
for  the  regarding  
PSP.  If  you  are  unsure  about  having  picked  the  right  PSP,  please  refer  to  customer  support.
 
We  are  striving  to  develop  connectors  to  more  PSPs.  If  you  require  a  specific  PSP,  please  contact  customer  
support  with  the  company  and  product  name  of  the  PSP.  This  helps  us  prioritizing  PSPs.
 
5.6

Email  Notifications
 
You  find  notifications  at  
Components  
-­‐
>  Or
der  Management  
-­‐
>  
Notifications
 
Email  notifications  are  automatically  sent  when  the  status  of  an  order  changes.  You  define  which  
notifications  are  sent  to  the  customer  and/or  to  the  shop  manager  and  which  subject  and  content  the  email  
should  contain.
 
 
Ent
er  an  internal  name  and  choose  the  order  status  on  which  the  email  should  be  sent.
 
Subject  and  email  HTML  is  the  content  of  your  email.  
You  
find  a  
list
 
of  available  placeholders  on  the  right  
side  of  the  edit  form.
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
33
 
You  find  the  same  functionality  for  the  sh
op
-­‐
manager  notification  beneath  the  Customer  Email  settings.
 
Since  ConfigBox  2.4.0
:  With  the  placeholder  {element_order_overview}  you  can  display  an  overview  of  the  
order.
 
5.6.1

Notification  Snippets
 
With  notification  snippets,  you  can  insert  precompiled  data  in
 
your  notification  text.
 
You  add  the  
placeholders  in  curly  brackets  in  the  email  HTML.  
See  {element_order_overview}  or  
{element_store_information}  for  reference.
 
Important  note
:  To  avoid  layout  problems  i
n  email  clients,  place  snippet  placeholders  in  a  <di
v>  element.  In  
most  HTML  editors  enable  this  with  a  dropdown  to  choose  the  ‘format’  of  the  selected  text.  See  a  
screenshot  below  of  JCE.
 
 
5.7

Invoices
 
5.7.1

Invoice  layout  and  content
 
In  Components  
-­‐
>  Order  Management  
-­‐
>  Shop  Data  you  can  define  your  invoice  templa
te.  You  can  insert  
customer  and  order  data  
like  in
 
email  notifications.  With  the  placeholder  {orderitems}  you  insert  
the
 
table  
with  the  order  data.
 
5.7.2

Configuration  of  
I
nvoicing
 
General  settings  in  the  configuration
 
 
In  
Order  Management  
-­‐
>  Configuration  
at  s
ection  ‘
Invoicing’
 
you  can  configure  the  way  invoices  shall  be  
handled.  
 
If  ‘
Automatic  after  clearance’  
is  activated,  you  release  
the  invoice  in  the  order  detail  page  at  
Order  
Management  
-­‐
>  Orders
.  The  invoice  will  be  available  and  downloadable  by  the  cust
omer  in  the  customer  
profile  page.
 
If  ‘
Automatic’
 
is  activated,  invoices  are  generated  automatically  once  the  status  of  the  order  is  set  to  ‘paid’.
 
If  ‘
After  manual  download
’  is  activated,  yo
u  upload  a  PDF  in  the  order  detail  page.
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
34
 
 
Example  of  the  order  de
tail  page  using  `After  manual  download’
 
 
Invoice  download  link  in  customer  profile  page
 
 
5.8

Google  Analytics  Tracking  and  Reporting
 
5.8.1

Prerequisites
 
To  use  the  Google  Analytics  integration  features  of  ConfigBox,  you  need  to  have  regular  Google  Analytics  
tracki
ng    code  integrated  in  your  website  using  the  asynchronous  syntax.
 


Setup  Google  Analytics  Web  Tracking
 
https://developers.google.com/analytics/devguides/collection/gajs/
 
5.8.2

Google  Analytics  Ecommerce  Tracking
 
GA  Ecommerce  Tracking  is  integrated  by  default.  Yo
u  need  to  enable  Ecommerce  Tracking  in  your  Google  
Analytics  profile  Setting.
 


Setup  Google  Analytics  Ecommerce  Tracking  on  your  web  property’s  profile
 
https://support.google.com/analytics/answer/1009612?hl=en
 
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
35
 
 
 
When  does  tracking  take  place?
 
Since  GA  Eco
mmerce  tracking  relies  on  the  customer  to  return  to  the  shop  after  payment  there  is  no  
guarantee  that  the  tracking  will  take  place.    ConfigBox  raises  the  probability  to  track  by  scheduling  the  
tracking  for  the  next  visit  of  the  customer  to  a  ConfigBox  shop
 
page  (given  the  customer  logs  in).
 
There  are  2  scenarios:
 


Customer  returns  to  the  order  page  after  payment:
 
Tracking  takes  place  immediately.
 


Customer  does  not  return  after  payment  or  the  status  is  set  by  the  shop  manager:
 
Tracking  will  be  scheduled  for  t
he  next  time  the  customer  visits  and  logs  in.  Caveat:  The  date  of  
purchase  will  be  the  tracking  date  (GA  Ecommerce  Tracking  limitation),  statistics  can  be  distorted  
by  time  frame.
 
 
 
________________________________
________________________________
_________________________
 
 
ConfigBox  

 
Shop  Manager  Manual
 
Version  
2.6
 
 
Page
 
36
 
5.8.3

Use  of  Google  Analytics  goals
 
If  you  set  up  a  goal  for  analyzing  conversion  
in  Google  Analytics,  you  can  use  event  tracking  as  goal  type.  
The  goal  value  is  the  total  payable  amount  (including  merchandise  price,  shipping,  payment  fee  and  taxes;  
in  case  of  deposit  payment  only  the  deposit  payment  is  used).
 
Important  notes:  
Please  no
te  that  only  paid  orders  are  tracked;  e.g.  orders  with  status  change  to  ‘ordered’  
are  not  tracked.  We  plan  to  extend  the  goal  integration  to  other  order  statuses  in  the  future.  Also  the  event  
is  tracked  on  the  same  conditions  as  Ecommerce  Tracking  (see  Goo
gle  Analytics  Ecommerce  Tracking).
 
Setup  in  Google  Analytics  Profile:
 
 
Goal  Type:  
 
Event
 
Category:
 
configbox_goals
 
Action:  
 
order_payment
 
Label:  
 
leave  empty
 
Value:  
 
leave  empty
 
Goal  Value:  
 
Use  the  actual  event  value
 
 
Always  use  ‘that  is  equal  to’
 
 
 
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