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mfriesen edited this page Sep 14, 2010 · 3 revisions

Introduction

This manual assumes that you have Kaching installed and that you are logged into the store administration interface. If not goto http://localhost/kaching/users/login and enter your login information from the installation. If you have forgotten your password or changed your Security.salt. The truncate the users table in the database and goto http://localhost/kaching/users/install.

Overview

Once you have successfully logged into the Kaching Administration you will see the following menu options:

  • Catalog
  • Mailing List
  • Sales
  • Store
  • User

Creating the Store

We are going to start off looking at the “Store” link. Since you need to create a store before you can do anything else. After that we will describe the menu options in order.

Click on the “Store” link. This page lists all the stores currently setup in Kaching. If you loaded the sample store you will see 1 store listed. Click the “Edit” link or if you didn’t load the sample store click “New” button.

Store Info

The fields under Store Info are pretty standard. The one thing to note is that you “MUST” have a store that is number 1. In fact, the first store you create must be store number 1.

Under the Taxes section you will see that a store can have 2 taxes, a shipping tax that is applied to only the shipping amount and a service fee that is applied to each order.

Next is the Payments section
These fields need a little more explaining than the above fields. The payment process refers to how order payments are processed. There are two options: Manual or Paypal Website Payments Pro. Manual is used for stores that already are paying for a debit machine and prefer to print off the orders and process them manually. The Paypal Website Payments Pro refers to just that using the Paypal Payments Pro option to handle the orders.

The currency option currently is only used when using the Paypal Website Payments Pro method.

The last option Credit Cards(s), refers to how the store handles credit card numbers. By default when you tell Kaching that an order has been completed. The credit card number is deleted from the system for the sake of security. However, some stores prefer to handle the credit card security themselves.

The last section is Email. This data is only used to send out order receipts. If it is left blank, than no order receipt will be sent out. The field of “Orders BCC” refers to an bcc’d email address that will also receive the order receipt.

NOTE: Some email systems will lose these emails if the SMTP Username and the Order BCC address are the same.

Shipping Zones

The shipping zones tab allows you to add / delete shipping zones associated with this store. Please see the shipping zones section of this document for more information.

Catalog

Under the Catalog menu are two options: one for maintaining the stores categories and the other for products.

Category

Kaching supports unlimited categories / subcategories. Creating and maintaining categories should be self-evident and it is left as an exercise to the reader to experiment with them.

Product

Each product has 3 distinct parts to it: info, categories and retail. The info and categories are the same across each store. However, the retail part of the product needs to be setup for each individual store. Now, we will examine close the parts that makeup a product.

You can either click the “New” button or if you have the sample store installed you can click the search button and then an “edit” link.

Info

Most of these fields are self-explanatory. The product’s number must be unique through the entire system. The weight is optional and only needed if you are going to have different shipping costs by weight (we will go into detail later). The page is an SEO (search-engine-optimization) feature, also must be unique. The thumbnail / image are the names of the image file for this product. Once these are set, you cannot change them, unless you go into the database.

Category

The next tab is the category tab. If you don’t see it, that means your product is new and you need to save it first.

Each product can be assigned to multiple categories.

Retail

This tab is where the magic happens. This is where a product is assigned to a store.
The first thing after we select what store to assign the product to, is to figure out the retail pricing for the product.

With a lot of companies there can be multiple pricing levels based either on a user’s pricing selection ( IE: they want an upgraded version of the product) or based on how many of the product they are buying (IE: if they buy 10 items they get a discount). If your store just has one pricing level, then Retail Level 1, is all you need and you can set everything else to 0 (ignore).

The other fields are much easier.

  • Qty: is how many of the product are available. This number automatically gets decreased when purchased. For unlimited set to -1
  • Active: is this product active or not
  • Variable Pricing: Sometimes users might want to be able to select their price. This allows pricing to have to match the retail, but allows it to fall the range of the retail amounts
  • Charge Shipping / Tax – Whether to charge shipping or taxes for this product

Image

This tab allows you to upload images for this product.

Mailing List

This page is a very simple way to keep track of your mailing list. You can either handle it manually or on checkout, it is easy to setup a checkbox whether the person wants their email address added to a mailinglist.

See the Sample Store checkout process for an example.

Sales

All orders will show up in the sales table along with its status. The default sales table display is any order that has a status of Incomplete. Doing a search for an order will display statuses.

Most Popular Products

Allows you to see what were your most popular products during a time period.

Coupons

Under the Store’s menu there is a Coupon link. Kaching supports a wide variety of coupons you can have in your store. The coupons are implemented via a “coupon code” entered in on the website.

The coupon options it supports are:

  • Percentage discount on an order
  • Shipping Percentage discount
  • Dollar amount
  • Minimum Order amount for coupon

Each coupon is linked to a particular store.

Shipping Zones

Calculating proper shipping rates for products can be one of the most daunting tasks when creating an online store.

Kaching works by separate everything into shipping zones. Each shipping zone is then broken down by shipping weight ( or not in the case of flat rate). Lastly, each shipping zone can have 1 or more shipping aliases. A shipping alias is a combination of Country / Region / Postal Code / City.

In the sample store on the “View Shoppingcart” page or http://localhost/kaching/shoppingcarts/view, you will see “Calculate Shipping” fields. This is a great place to play around with shipping zones so get a feel on how they work.

Remember after creating a shipping zone you need to associate it with a store.

Shipping Countries

In order to add shipping aliases to a shipping zone, you first need to add a combination of countries / regions that you ship to.

NOTE: If you ship to Canada, please have the ID field set to “CA”. As there is some special logic.

Shipping Aliases

Once you have your shipping countries / regions setup, it’s time to add shipping aliases. Only the country / region fields are required.

NOTE: If you country is Canada only the 1st 3 characteres are used when finding a shipping zone.