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2.3 Configuration Setup


Configuration Setup allows the shopkeeper to modify various shop configuration options such as categories, item description types, shipping and handling, and other configuration options. Figure 2-17 depicts part of the Configuration Setup options.


Inventory Database Options

Separate shop into categories: YesNo

If you have a small shop with only a few items, set this option to "No" and your inventory will be listed on the main page.

If you have a larger shop, set this option to "Yes" and your shop will be split into categories. You also get a basic search tool when you select "Yes".
Disable search engine: YesNo

Select allowed fields:

Listed below are optional fields that can be used to configure items in your inventory. Please select the fields to use in your shop.



Image - URL of picture for each item
Description - a text block to describe the items
Weight - can be used to determine shipping, see below
Option1 - an additional pull-down field you can define
Option2 - an additional pull-down field you can define
SKU
Part Number
Sale Price - will show up in place of the regular price, if set
Size
Custom - a text field you can use to collect custom info like monograms, etc
Color

Figure 2-17

2.3.1 Separate shop into categories

Categories can be used to aid customers when searching for products. If you have a small shop (less than 75 items), it is recommended that you choose "NO". If your shop has more than 75 items, it is recommended that you choose "YES" and separate your shop into categories. This will help your customers have an easier shopping experience.



2.3.2 Disable search engine

The search engine is recommended for larger shops where the customer knows the item number or name but is not sure about the category it’s in. The search engine features will be displayed on the main page of your shop. To enable the search engine, you must have categories enabled shown in Figure 2-17. If you have enabled categories, select no in the Disable Search Engine option. This will enable customers to search for products in your shop. Figure 2-18 shows a search engine of a shop. Searches are not case sensitive.


Top of Form

Welcome to our shop. Use this form to search for an item, or select a category from the list below.

Search inventory for keywords:


Bottom of Form




Figure 2-18


2.3.3 Select allowed fields

These fields are used to configure your products. You will not be able to assign each item a specific field. This will configure your entire inventory.



  • Image can give your customers a better view of the product.

  • Description will give product details to your customer.

  • Weight can be used to determine shipping (Refer to Basic Shipping Model)

  • Option1 may be used for items that come in different. This will always be a dropdown menu.

  • Option 2 is just like the option 1 field.

  • SKU number may be the barcode used to identify an item in your company's stock room.

  • Part number may be a number used to describe an item in your company's stock room.

  • Sale Price will show up in place of the regular price if set

  • Size may be used for items that you offer in different sizes (XL, L, M, S,XS) Sizes can also be used to price products higher that have a certain characteristic. For example, if you sell t-shirts and you want to charge $2.00 more for an extra large, enter S, M, L, XL + 2.00 in the size field. This will charge an additional $2.00 for an XL (See Figure 2-19).



Figure 2-19

  • Custom field may be used for the items that offer Monograms or custom lettering (this field will be an input box)

  • Color can be used for items that you offer in different colors.

If any of these fields are not checked, they will not be shown in the inventory item interface (See Add Item section).

2.3.4 Optional Field Labels

Optional Field labels can be used to add unique item descriptions or options as shown in Figure 2-20. To add optional field labels, check the Option1 and Option2 in the Allowed Fields section shown in Figure 2-17. If you leave these items blank, they will not be displayed in the inventory item configuration interface.



Optional Field Labels:

If you choose to use the Option1 or Option2 fields in the list above, you can assign labels for these options here. These labels will be used for all items in your inventory and they will also show up in your order forms, so we suggest that you use a short name.

Label for Option1:

Label for Option2:


Figure 2-20


2.3.5 Inventory control

Inventory control allows the shop administrator to treat MCart like a physical storefront. When an item is out of stock, a brick and mortar shop would tell the customer or make a back order. MCart can keep simple records of the number of items in your inventory. Select one of the inventory control options seen in Figure 2-21. Note: MCart cannot keep separate quantities for each of the options available for a given item. Please plan your item setup accordingly.


There are several options available to control inventory in your shop. The following lists the options available and provides a description of each:

  • No Control – This option allows the shopkeeper to either enable or disable an item. No quantity is used in this option. Either an item is enabled and it is displayed in the cart, or it is disabled so customers cannot order it.

  • Internal Use – This option allows the shopkeeper to track the number of items in inventory, and receives email notices if an item is out of stock. Customers don’t see any notices about inventory levels and are allowed to order items that are out of stock.

  • Show Backorders – This option allows shopkeepers to maintain quantities and receive notices when items are sold out. This option allows customers to order items on backorder. A Default ETA message is available for this option to display a message to customers when they order items that are on backorder.

  • Limit To Stock – This option allows the shopkeeper to maintain quantities in inventory and receive notices when items run out. This option is similar to the Show Backorders options, except this option will not allow a customer to order an item that is out of stock. The Default ETA Message may be used for this option as well.



Inventory Control:

Mcart can keep simple records of the number of items in your inventory. Select one of the inventory control options described below. Note: Mcart cannot keep separate quantities for each of the options available for a given item. Please plan your item setup accordingly.



No Control - Items are either enabled or not. The shop will not control the number of items sold.
Internal Use - Item quantities are maintained and the shopkeeper will receive notices when items run out. Customers will not be told when they order more items than are available.
Show Backorders - Item quantities are maintained and the shopkeeper will receive notices when items run out. Customers will be allowed to backorder items that are not available in inventory.
Limit to Stock - Item quantities are maintained and the shopkeeper will receive notices when items run out. Customers will not be allowed to order more items than are in stock. Items that run out will be disabled in the order forms.

Display Stock Information:

Select this option if you want Mcart to print the number of items in stock with the order forms for each item. This display is only availabile if you've selected "Show Backorders" or "Limit to Stock" in the list above.

Show stock quantities in order forms: YesNo

Figure 2-21

2.3.6 Display Stock Information

Select “Yes” under Display Stock Information as seen in Figure 2-21 if you want MCart to print the number of items in stock on the order forms. This will only be displayed if you've selected "Show Backorders" or "Limit to Stock" from the Inventory Control Options set in the Configuration Section of the MCart Admin interface. Figure 2-22 shows an item that has 5 items in stock and is using the Limit to Stock Inventory Control method.




test

Top of Form

Bottom of Form



Part 123123123 - Test Item

Price: $1.00 Sale Price: $1.00
5 items in stock
Select a Size
Enter quantity
to cart

Bottom of Form

Figure 2-22


2.3.7 Default ETA Message

When your shop runs out of an item, it will display a message to your customers telling them when they can expect the item to be in stock. This message can be specified individually for each item, or you can set a default message with the inventory control options that will be printed for any item that does not have an individual message specified. The Default ETA Message is specified in the Configuration Settings of your shop as shown in figure 2-23. If you leave this blank, any item without an individual ETA message will have no ETA message printed at all. This message will only be used if you've selected "Show Backorders" or "Limit to Stock" from the inventory control options shown in Figure 2-21.



Default ETA Message:

When Mcart runs out of an item, it will attempt to display a message to your customers telling them when they can expect you to be back in stock. This message can be defined individually for each item, and you can also set a default message here that will be printed for any item that does not have an individual message attached to it. If you leave this blank, any item without an individual ETA message will have no ETA message printed at all. This message will only be used if you've selected "Show Backorders" or "Limit to Stock" in the list above.

Your default ETA message::
Figure 2-23
Figure 2-24 shows the Default ETA Message displayed to the customer when they view their cart prior to checkout. If no Default ETA message is specified, there will be no message.
Your shopping cart contains:

Top of Form

There are only 0 of Test Item currently available. You will receive your items soon!


Quantity

Part No

Item

Color

Size

Option1

Option2

Custom

Weight

Cost Each

Total Cost



123123123

Test Item

 

S

 

 

 

5.0

$1.00

$2.00



123123123

Test Item

 

S

 

 

 

5.0

$1.00

$1.00

Sub-Total

$3.00

Shipping and Handling

$0.00

Total

$3.00

We will ship your order by for $0.00,


or you may select from these extra-cost options:

  • add $1.50 for UPS 5-day Ground Delivery

  • add $2.50 for UPS 4-day Ground Delivery






Click on this button to go back to select more items from this shop. You may also use your browser's Back button or select one of the links at the top of this page.



You can make changes to the quantities listed above and click the Update Quantities button to update your shopping cart. To delete an item, just set the quantity to zero, and click on Update Quantities.



Click on the Place Order button to place your order. Please make sure you have made your shipping selections from the list above before proceeding to checkout.



Click on Empty Cart to remove all items from your cart.

Bottom of Form
Figure 2-24

2.3.8 Default Currency

You can specify the currency you would like to use for your shop (see Figure 2-25). The default currency is used throughout your shop to display monetary values. By default, this value is $.




Default Currency

MCart will allow you to change the currency prefix that is printed with all prices.


Please note that it is up to you to make sure you can correctly process orders in the selected currency.
HTML special characters are allowed here, although they will not show up correctly in the emailed order forms.

Prefix:


Figure 2-25


2.3.9 Sales Tax


You can charge sales tax for your state using the Sales Tax section shown in Figure 2-26, Washington State residents are charged 8% tax. Shipping and handling can also be tax if specified below the Sales Tax section.



Sales Tax

Your shop can be configured to automatically add sales tax to orders placed from a given state.


Please select the state to charge Sales Tax and the enter current tax rate below.
You may select no tax by leaving the state blank or by setting the tax rate to zero.
You may also specify individual items in your inventory that are not subject to sales tax.

State:
(use 2-letter abbreviation)

Rate:%

Charge Tax on Shipping and Handling? YesNo


Figure 2-26


2.3.10 Basic Shipping Model

Shipping can be configured in the Configuration Setup portion of MCart. There are different methods to charge shipping, as well as additional shipping options that can be predefined by the shopkeeper (see Figure 2-27). The following are different shipping methods the shopkeeper can setup:



  • Flat Rate – shipping is the same for every order, no matter how large or small.

  • Per item – shipping is charged by a flat rate plus an additional rate based on the number of items ordered.

  • By Weight – shipping is charged by a flat rate plus an additional rate based on the total weight of the order.

  • Percentage – shipping is charged by a flat rate plus a percentage of the total cost of the order.

  • By Items – This method allows the shopkeeper to assign a shipping charge to each item in inventory, and the order is charged the total of all items shipping fees that were ordered.

  • Shipping Rate – This rate is used for the Per Item, By Weight, and Percentage options of the Basic Shipping Model. If any of these three models are selected, Shipping Rate is required.

  • Minimum Shipping Charge -- This Charge is used if the shopkeeper wishes to charge a minimum shipping fee on any order. If the total of the shipping model selected does not amount to the minimum shipping fee, this fee will be used. For instance if the minimum fee is set to $4, and the total per item fee is $3, then the minimum fee applies.

  • Maximum Shipping Charge – This charge is similar to the minimum shipping charge, except it is the maximum fee any customer can pay for shipping. If the per item rate adds up to $15 and the maximum shipping fee is $10, then the customer is charged $10 for shipping.

Note: You may only choose one shipping method under the Basic Shipping Model for your shop.




Basic Shipping Model

Select Shipping Model:


None - Shipping is not charged and does not appear when viewing a cart.

Flat Rate - Shipping is the same for every order, no matter how large or small.

Per Item - Shipping is charged based on a flat rate with an additional charge for each item in the order.

By Weight - Shipping is charged using a flat rate plus an additional rate based on total order weight.

Percentage - Shipping is charged using a flat rate plus a percentage of total order cost (enter 5 for 5% not .05).

By Items - Each item has a shipping charge attached to it.
The shipping charge is a total of all item's shipping charges for the order, plus the flat rate.

Shipping Flat Rate:


The base charge for all shipping models.

Shipping Rate:


The per item rate for the Per Item shipping model;
The per pound rate for the By Weight shipping model; or
The percentage rate for the Percentage shipping model.

Minimum Shipping Charge:


If an order's calculated shipping charge is less than this value,
the shipping charge for the order will be set to the minimum value.

Maximum Shipping Charge:


If an order's calculated shipping is greater than this value,
the shipping charge for the order will be set to the maximum value.
Set this value to zero if you do not want a maximum shipping charge.


Figure 2-27

2.3.11 Additional Shipping options

You can add predefined additional shipping options to your shop. For instance, you can add a flat rate as an option but also include additional predetermined rates for Federal Express, UPS, Priority Mail, etc. To add additional shipping Options, you must select “yes” beside the Additional Shipping Options radio buttons shown in Figure 2-28. If you do not select yes, the additional shipping options you enter will not be saved. You need to specify the cost, name, and description of each additional shipping option (See Figure 2-28).





Additional Shipping Options YesNo

If you only want to charge shipping as calculated above, select 'No' and skip down to the end of this form.



If you want offer additional, extra cost shipping options to your customers, select 'Yes' and fill in the optional information below.

Describe what kind of shipping customers will get if they do not select any options:
(for example: 'Third-Class US Mail')


Now enter up to 8 additional options in the table below.
Name is a short name that will show up in the order,
Description is the text the customer will see when choosing the options.
(for example: you might want to charge $10 for UPS Next-Day, so enter '10' under cost,
'UPS-NextDay' under name, and 'UPS Next Day Delivery' under description)

Cost

Name

Description

$





$





$





$





$





$





$





$





Leave the Name field blank for options you are not using, and they will not be offered to your customers.


Figure 2-28
Additional Shipping Options will be displayed upon checkout as seen in Figure 2-29. Remember to update your configuration information when you are done by clicking on the update info option at the bottom of the page.
Your shopping cart contains:

Top of Form





Quantity

Part No

Item

Color

Size

Option1

Option2

Custom

Weight

Cost Each

Total Cost



123123123

Test Item

 

S

 

 

 

5.0

$1.00

$2.00

Total

$2.00

We will ship your order by for $0.00,


or you may select from these extra-cost options:

  • add $1.50 for UPS 5-day Ground Delivery

  • add $2.50 for UPS 4-day Ground Delivery






Click on this button to go back to select more items from this shop. You may also use your browser's Back button or select one of the links at the top of this page.



You can make changes to the quantities listed above and click the Update Quantities button to update your shopping cart. To delete an item, just set the quantity to zero, and click on Update Quantities.



Click on the Place Order button to place your order. Please make sure you have made your shipping selections from the list above before proceeding to checkout.



Click on Empty Cart to remove all items from your cart.

Bottom of Form
Figure 2-29

2.3.11 Order Tracking

Order tracking allows shoppers to track their orders via FedEx or UPS. This option is activated via a Module Key. After purchasing and installing the Order Tracking Module Key, this feature is available for configuration by clicking the “Configuration Setup” button on the main interface of the admin panel. To enable the order tracking option, select “Yes” under the Tracking Enable option shown in Figure 2-30. Update the shop’s configuration settings to enable order tracking. The order History Report is generated with a link to the UPS or FedEx internet tracking program for each tracking number if the order was shipped via a traceable shipping method.




Tracking Enable YesNo

By selecting 'Yes', your customer will be able to track their orders through tracking interface if they were using UPS or Fedex shipping method.

By selecting 'No', your shop's tracking interface will be disabled.


Figure 2-30


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