X-AOM add-on module - X-Cart
Contents
1. Table of Contents 1 General Information m a din in 1 2 Installation 3 2 1 System Requirements Lc ninia 3 2 2 Installing theimod le estate geet da 3 2 3 Uninstalling the module uuuuu22auu00000n20000n0nnnnnnnnannnnnnnnannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnannnnnnnnnnannnnnnnannnnnn 4 3 Using Ia AAA nn E E A E T T 5 3 1 Getting Started ui 5 3 2 Editing ordered Elte UI CC 7 3 3 Editing ordered Gift Certificates scsscssssessssssscesssesssessscesscerseeescessceesceesecesseensuensucesseensuensaeesaces 10 3 4 Editing customer information 22 222 222202002002000000020n0nnunnn0n0nnnnnnnnannnnnnnnnnnnnnnannnnnnnnnnnnnnnnannnnn en 13 3 5 Editing A AENA ENEAN as AniS ARAARA ANAE NARA ARASAN KARANAA Kina 14 Thank you for choosing X Cart software solutions 2009 Ruslan R Fazliev All rights reserved General Information 1 1 General Information X AOM Advanced Order Management is an optional add on for X Cart shopping cart software Designed for your convenience this module is a powerful means to promote the efficiency of order management in your online store X AOM introduces a number of new features enabling you to modify your customers orders after they are placed It allows you to add remove items from order edit parameters of the order change delivery method change pricing discounts shipping and more X AOM enables convenient and quick order management Note2. If you are not satisfied with the results of editing click Cancel to undo all the changes A confirmation message appears Note be aware that incorrect module operation is possible when the admin edits two or more orders simultaneously during one session It is recommended to finish editing using the Save Cancel Delete order and Exit buttons When you click Save a warning appears in Advanced Order Management section that the order information will be updated in the database Advanced Order Management Order 9 Date 24 02 2004 14 35 44 You are going to update this order information in the database Please confirm this by clicking the link below TT Notify customer by email Yes gt no gt Select the Notify customer by e mail check box if you want your customer to receive a notification about the changes in his order information You are requested to confirm your intention to save the changes Clicking No enables you to continue editing Clicking Yes saves the changes in the database and if selected sends the update notification to your customer A confirmation message appears Note Cancel does not work after the information in the database has been updated If necessary the selected order may be deleted by clicking Delete in the lower part of Advanced Order Management section 3 2 Editing ordered products Selecting Edit ordered products option in Advanced Order Management section will open Order
3. Pre captured orders cannot be edited using X AOM functionality The key features of this module include 1 Editing ordered products e adding new products to the order e removing products from the order e updating the options and quantity of ordered products e editing product prices 2 Editing Gift Certificates e changing the amount e updating the original information before the certificate has been activated 3 Editing customer information e updating personal and contact information e editing billing shipping addresses 4 Editing order totals e changing delivery method e changing payment method e automatic recalculation of discounts shipping costs tax costs and order totals X AOM is a reliable and up to date solution that makes your business competitive You can purchase it at www x cart com 2009 Ruslan R Fazliev All rights reserved Installation 3 2 Installation Learn to install and uninstall X AOM e learn about the system requirements e installing X AOM e uninstalling X AOM 2 1 System Requirements For successful installation and work of the module you need an already installed X cart GOLD or PRO 4 2 2 2 2 Installing the module To install the module you have to perform the following actions 1 Download the module distributive x aom x y z tgz where x y z are the numbers of the module version must be the same as the version of your X Cart from File area Software dis
4. Show products Select a product category from the list on the left click the Show products button The set of products in this category will be displayed on the right Select a product then click the Select button to add this product 2009 Ruslan R Fazliev All rights reserved 10 X AOM add on module for X Cart 4 2 2 User manual to the order You can bookmark several products and add them to the order later To bookmark a product select it and click the Bookmark button The bookmarked product appears in the Bookmarks list in the upper part of the dialog To remove a product from the Bookmarks list click delete next to the corresponding product title To add a bookmarked product to the order click the product title in the Bookmarks list Choose a product Bookmarks e Solidtank Delete e T Shirt with pocket spring Delete e Electrolux vacuum cleaner Delete Categories Products Electronics TY sets al J Electrolux vacuum cleaner Electronics Walkman Vacuum cleaner Games and toys Games and toys Board games Games and toys PC games Games and toys Puzzles Games and toys Toys Gifts Household Household Cookers Househoald Furnaces Household Microwaves Househald Utensils Household Vacuum cleaners Household Washing machines Men s clothes Men s clothes Shirts Men s clothes T shirts Software Sport Show products Select Bookmark Be sure to click Update to con
5. this is the Gift Sertificate I promised to order for you Amount 200 00 Template template default toi E mail Address E mail jacksmith 20046 example com Go Back gt Be sure to click Update to confirm the changes after you finish editing ordered Gift Certificates 3 4 Editing customer information If you need to edit customer information select Edit customer information in the Advanced Order Management section The following section will be displayed 2009 Ruslan R Fazliev All rights reserved 14 X AOM add on module for X Cart 4 2 2 User manual Order 9 edit customer information Customer info Persona information Title First name Last name Company Tax number Membership Billing Address Address Address line 2 City State Country Zip Postal code Shipping Address Address Address line 2 City State Country Current Mr e Ivan susanin Hiking Inc Not member sl Current Test Test us Wisconsin united States y 54821 Current Test Test us Wisconsin united States y Original Mr Ivan Susanin Hiking Inc Not member Original Test Test Wisconsin United States 54821 Original Test Test Wisconsin United States MESA Pg tg The original customer information information before editing can be seen in the Original column The customer s updated personal information billing shipping addresses
6. module radio button 3 Click the Next button 4 The Installation Wizard will remove the module files and deactivate the module Step 2 Uninstalling the module Click Next to proceed 5 Step 3 Uninstallation complete is the final step of the uninstallation process It notifies you that the module has been successfully uninstalled Important After uninstalling X AOM be sure to remove the module distribution package from your web directory 2009 Ruslan R Fazliev All rights reserved Using X AOM 5 3 Using X AOM 3 1 Getting Started Click Orders in the Management menu to access the Search orders form and use it to search the order you would like to modify The order will be displayed in Search results list Make sure the desired order is selected then click on the order number Order Details section will be displayed Click Modify You will be taken to Advanced Order Management section Advanced Order Management Order 8 Date 24 02 2004 09 47 19 Preview order Edit ordered products Edit customer information Edit order totals Save gt Delete order gt Cancel gt Exit gt From here you can either preview the order or edit order details Select one of the listed options e Preview order e Edit ordered products e Edit ordered Gift Certificates e Edit customer information e Edit order totals By default Preview order option is selected so you can preview the order
7. numb Edit Products section below it 2009 Ruslan R Fazliev All rights reserved X AOM add on module for X Cart 4 2 2 User manual Order 12 edit products Product info 130 Hotpoint WD61 _ Delete SKU Provider Catalog price Price Quantity item s Available in stock item s Selected options already considered in the price 16130 T Shirt with pocket summer colors Delete SKU Provider Catalog price Price Quantity item s Available in stock item s Selected options already considered in the price Add product Current SKU130 provider 1250 00 1250 00 2 98 Current SKU1613017 provider 14 69 fees 1000 Original SKU130 provider 1250 00 1250 00 2 93 Color white 7 Size s y DR Browse Update gt Product Info editing If you need to completely remove a product from the order select the Delete check box You can see the original product information information before editing in the Original column 2009 Ruslan R Fazliev All rights reserved Using X AOM 9 Changed product information should be entered in the Current column You can change the price of the product by entering the new price in the corresponding field Note catalog price the price of the default product variant If the default variant is not selected the combination of first valid product opti
8. X AOM add on module for X Cart 4 2 2 User Manual 2009 Ruslan R Fazliev All rights reserved Company website www x cart com Revision date Jun 30 2009 X AOM add on module for X Cart 4 2 2 User Manual 2009 Ruslan R Fazliev All rights reserved This User Manual is intended for X AOM add on module for X Cart v 4 2 2 It covers most ofthe areas ofthe add on module s installation and use and is applicable for both X Cart GOLD and X Cart PRO versions X AOM add on module for X Cart 4 2 2 User manual 2009 Ruslan R Fazliev All rights reserved All rights reserved No part of this work may be reproduced in any form or by any means without the expressed written permission of the copyright owner Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks While every precaution has been taken in the preparation of this document the publisher and the author assume no responsibility for errors or omissions or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document Printed 30 06 2009 Contents I
9. and contact information should be entered in the corresponding fields of the Current column Be sure to click Update to confirm the changes after you finish editing customer information 3 5 Editing order totals To edit order totals select Edit order totals option in the Advanced Order Management section The following section will be displayed 2009 Ruslan R Fazliev All rights reserved Using X AOM 15 Order 1037 edit totals Order info Product Price Quantity Subtotal SKU67 Designing Web Usability 23 38 2 46 76 Summary 46 76 Current Original Phone Ordering Payment method Phone Ordering Other O phone Ordering Y UF u te st_national 1 00 E te st_national Subtotal 46 76 46 76 Discount 40 00 0 00 Use other discount Iv 9 00 E y Coupon saving 0 00 None y 0 00 New coupon saving O Io oe Shipping cost 1 00 1 00 Use fixed shipping cost M 1 00 TOTAL 46 76 46 76 Update gt Note You can enter a shipping cost value directly into the fixed shipping cost field It will be used instead of the calculated value You can see the original order totals information information before editing in the Original column If you wish to change the payment method or the delivery method new methods can be selected from the drop down lists in the Current column The recalculation of discounts tax costs and order totals is done automatically if any relevant orde
10. cate will include the sender s name the recipient s name and a message From Ivan Susanin To hack Smith 2 Add a message Enter the text that the recipient will see in the e mail Hello Jack this is the Gift Sertificate I promised to order for you Message 3 Choose an amount Specify the amount in currency gr 200 4 Choose a delivery method Send via E mail Enter the e mail address of the person you are sending the Gift Certificate to E mail jacksmith2004 example cor Send via Postal Mail Enter the postal address of the person you are sending the Gift Certificate to First name Be sure to update the Gift Certificate after editing Next you will be transferred to the Gift Certificates management section If need be you can update the status of the Gift Certificate here The changes you made to the original information will be displayed only in the Original column as long as the Gift Certificate status is Pending After the status is changed the updated information appears in the Current column If the Gift Certificate status is other than Pending the original information cannot be modified In this case on clicking the Gift Certificate ID link the Gift Certificate details section is displayed 2009 Ruslan R Fazliev All rights reserved Using X AOM 13 Gift Certificate Details Gift Certificate Details From Ivan Susanin To Jack Smith Message Hello Jack
11. firm the changes after you finish editing ordered products 3 3 Editing ordered Gift Certificates If you need to edit ordered Gift Certificates select Edit ordered Gift Certificates option in the Advanced Order Management section Order numb Edit Gift certificates section will be displayed 2009 Ruslan R Fazliev All rights reserved Using X AOM 11 Order 9 edit Gift Certificates Gift certificates Gift Certificate ID BOFE17AF8OF4B103 Delete Current Original Amount 300 00 300 00 Recipient Jill Smith Jill Smith Recipient s e mail jillsmith2004 example corn jillsmith2004 ex ample com Update gt The certificate can be deleted by selecting the Delete check box You can change the amount of money listed in the certificate Enter the desired amount in the corresponding field of the Current column Sometimes you might need to edit the original Gift Certificate information the recipient s name the sender s name the notification message the amount of money or the delivery method before the Gift Certificate is activated Click on the line with the Gift Certificate ID It is a link which will transfer you to the section where you will be able to change the original Gift Certificate information 2009 Ruslan R Fazliev All rights reserved 12 X AOM add on module for X Cart 4 2 2 User manual Gift Certificate details 1 Who are you sending this to The gift certifi
12. in the Order numb Preview section displayed below O 2009 Ruslan R Fazliev All rights reserved 6 X AOM add on module for X Cart 4 2 2 User manual Order 8 preview Products info 134 Indesit W103 SKU SKU1L34 Provider provider Price 1549 00 Quantity 1 itern s Selected options Order info Payment method Money Ordering Delivery method Subtotal 1549 00 Discount 0 00 Coupon saving 0 00 Shipping cost 0 00 TOTAL 1549 00 Customer info Personal information Username customer Title Mr First name Ivan Last name Susanin Company Hiking Inc Tax number Billing Address Address Test Address line 2 City Test State Wisconsin Zip Postal code 54821 Country United States Shipping Address Address Test Address line 2 City Test Order notes not visible to customer u By clicking the Preview order link you will be able to access this section any time you wish to preview the results of order editing Clicking the Edit links Edit ordered products Edit ordered Gift Certificates Edit customer information or 2009 Ruslan R Fazliev All rights reserved Using X AOM 7 Edit order totals will display the module sections where the corresponding order details may be modified After editing order details in each of these sections be sure to click Update before you preview the order or try to save the changes permanently in the database
13. ons is going to be considered default product variant Valid options means the options used are enabled and are not excluded from option combinations Similarly you can change the quantity of the ordered product the number of items units If product options are assigned like color size etc you can change those by selecting the necessary option value from the drop down list Note please keep in mind that the price of the product does not change if product options are assigned The product options drop down box is for your information only If you assign different product options to the product you will have to calculate and enter the price of the product manually Adding products X AOM enables you to add products to orders Click the Browse button to choose a product The following dialog will be displayed Choose a product Bookmarks Categories There are no available products under this Books category Books Internet Books Software CD DVD Video CD DVD Video CD audio CD DVD Video DVD CD DVD Video Video cassettes Computer hardware Computer hardware CD amp DVD Computer hardware CPU Coolers Computer hardware Cases Computer hardware Keyboards Computer hardware Memory chips Computer hardware Mices Computer hardware Monitors Computer hardware Motherboards Computer hardware Personal assistants Computer hardware Portable computers Computer hardware Printers Computer hardware Processors
14. r details have been modified Note Please keep in mind that shipping cost that have been included into the invoice is not changed automatically on the Edit totals page if the option Use fixed shipping cost is selected it is enabled by default This is done to make sure shipping charges do not change without store admin knowing it For example if real time shipping calculation is enabled and the rate returned by the calculator differs from the shipping cost specified in the customer invoice the old fixed shipping cost will be used and the unexpected changes will not take effect O 2009 Ruslan R Fazliev All rights reserved 16 X AOM add on module for X Cart 4 2 2 User manual Be sure to click Update to confirm the changes after you finish editing order totals 2009 Ruslan R Fazliev All rights reserved X AOM add on module for X Cart 4 2 2 User manual 2009 Ruslan R Fazliev All rights reserved Printed 30 06 2009
15. tributives 2 Uncompress the x aom x y z tgz file and copy the files to X cart directory Note Please make sure you keep the directory structure during unpacking and uploading otherwise some necessary files can be overwritten 3 Run in the browser the installation script http www yourhost com xcart_dir install xaom php 4 Enter your authentication code accept conditions of the License Agreement and click the Next button Note The authentication code is issued on completion of X Cart installation It is used to prevent unauthorized re installation of X Cart You also need to know this code to install any purchased X Cart modules If you do not remember your Auth code you can look it up at any time in the file include install php 5 Installation script will copy the files and make all the necessary changes in the database 6 After module Installation is completed you need to log in as admin and enable Advanced Order 2009 Ruslan R Fazliev All rights reserved 4 X AOM add on module for X Cart 4 2 2 User manual Management from the Modules section X cart Gold and Pro module installations do not differ 2 3 Uninstalling the module To uninstall X AOM do the following 1 Launch the Installation Wizard Point your browser at the location of your store with the addition of install xaom php 2 At the first step of the Installation Wizard Step 1 License agreement select the Un install the
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