9. Merchandising

 


You will probably end up using the Merchandising tab quite a bit, so you should spend some time getting acquainted with it. We will include numerous screen shots in this section so that you can become familiar with the Merchandising area more easily. Promotion of your products or services, and networking with others on the web are essential tools for the success of any business that has information on the web.

If you look at the first screen below, the Product Merchandising screen, you will see the standard UI layout... that is the upper and lower common areas which we discussed in a previous chapter, then starting from the top and working down there is a ROW OF TABS, starting with Orders, Customers, Items and so on.  Think of these tabs as your navigation menu within the UI.  Each of these tabs when clicked on will take you to the respective area.  Once again it is important to remember that because Interchange is configurable, the tabs you see below may not be the ones you are looking at on your screen.  But more than likely they will be similar. 

Next as we continue downward on the demo screen is a Search Window.  We also discussed these in an earlier chapter, but search windows will be used a little differently in each screen so lets take a minute to describe the use of this one. 

  • "Limit with search" - Use this window to find a particular Item or group of Items. You can enter multiple criteria into this window to help narrow the search.  For example, if you are looking for a certain type of nail, but are not sure which one, simply type in “nail” in the search window, all products that have the string “nail” somewhere in their record will be returned. If you know that the product is a nail and cost is exactly 13.99, you can enter “nail 13.99” and it will return all products which contain the string “nail” AND have a string of numbers = 13.99 somewhere in the record. (usually in the price field but could be in the SKU, or other fields depending on your business rules)

Below the Search Window in the Demo you see 3 tabs, Product Merchandising, Affiliates, and Generate “others who…”.  In some cases, as in the IC Demo you may see a 3rd tab, edit.  As I mentioned in earlier chapters, the edit button is not to be taken lightly, and unless you have had some training with it leave it alone.  In many cases your Interchange Developer will have removed these edit links.  Each of the 3 tabs that I just mentioned will take you to a different Merchandising Screen.  So lets discuss each one in turn.

  • Product Merchandising – This is the location to manage all of your merchandising on the web site. Here you can create quantity pricing, set up timed promotions, and make sure that when a customer orders a product, they get a good look at other products that they might also be interested in.

  • Affiliates – Here you can set up an affiliate program so that other web partners can send customers your way, and you can record the results. Set up individual campaigns, work with an unlimited number of affiliates, and track day to day the results!

  • Generate “others who...” – Is this going to be continued?

9.1 – Merchandising – Product Merchandising

The Merchandising Editor screen displays a list of Items. This is also the default Merchandising screen, and the default list of items within Merchandising. That simply means that when you click on the Merchandising tab from anywhere in the User Interface (UI), you will come initially to this screen.

Lets move on now and describe the functions of the Merchandising Editor screen (Remember that all of the columns described below are configurable in Interchange, especially in the Merchandising area you probably will not have all of the same columns described from the Demo).

  • Sort link – The Merchandising table has headings at the top of each column, some of which are called Sort Links. You may want to sort your information for any number of reasons.  Interchange makes it easy.  At the top of each column, is the column heading.  In the Merchandising table on the Demo the column headings are: SKU, Description, Qty pricing, Up-sell, Cross-sell, and Promotion. Two of these headings, SKU and Description are sort links. If you click on either of these headings, the page will be sorted according to the order of the column selected. For example, if you wanted to sort by the Items description, from A-Z, simply click on the Description Column. Want to sort from Z-A? Click on the Description link again. This time is will be sorted in reverse order.

  • Line Item Link – Line item links are links that are accessible from each record line. In the Merchandising table there are 5 line item links. SKU, Qty Pricing, Up-Sell, Cross-Sell, and Promotion. In the screen above:

  • The first line item link is “os28057c”. When you click on this link it will take you to the Item Edit page. This is the only link on this table that goes to the Item Edit page; all the other four links will go to one of the sub tabs on the Merchandising Editor sub page.

  • The next line item link is the word “Yes” in the Qty Pricing column. This link will take you to the Pricing tab on the Merchandising editor sub page.

  • Next in line is the Up-Sell column link, also shown with the word “Yes” in the example. This link goes to the Up-Sell tab on the Merchandising Editor sub page.

  • Next in line is the Cross-Sell column link, also shown with the word “Yes” in the example. This link goes to the Cross-Sell tab on the Merchandising Editor sub page.

  • The final link is the Cross-Sell column link; shown with the word “expired” in the example. This link goes to the Cross-Sell tab on the Merchandising Editor sub page.

 


As I mentioned briefly above, the first link, SKU will take you to the Item Edit page, described here. All the remaining links, Qty Pricing, Up-sell, Cross-sell, and Promotion will take you to the Merchandising Editor sub page, with 4 tabs of the same names. We will show the Merchandising Editor sub page and discuss each tab next.

9.1.1 – Merchandising – Product Merchandising – Qty Pricing

The Merchandising Pricing tab is an area that allows you to view, edit, or add pricing attributes for a given product. This sku is also shown in the area directly below the Product Merchandising Tabs, and prefaced by “Pricing: edit item”; on the demo the sku displayed is os28057c. Further down the page are labeled text boxes, and each box is editable and updates your products database for the applicable item.

Starting at the top of the page and working down, the

  • Base Pricing area contains Discount Group, Short Description, Product Price, and Dealer Price.

  • Discount group allows quantity pricing for a group of products (sometimes known as mix-and-match i.e., where 5 of these plus 5 of those afford the q10 price for both these and those).

  • Short Description is not editable and is simply the products description. It is there to help you recognize which product you are working with.

  • Product Price – This is the retail price displayed throughout the site.

  • Dealer Price – This is the price that will be displayed if the customer is a dealer, and dealer pricing has been enabled. * The pricing fields need to be set in conjunction with the Customer Dealer Status Tab, among other things if you want to use anything other than the standard pricing mode.

  • Quantity Pricing area contains quantity pricing for Retail, and Wholesale. Although it is not shown in the Demo, the first group of Qty boxes (Qty 2, Qty 5, Qty 10, so on) represents retail, and the second group wholesale.

  • Qty 2 Retail, 2 or more. If set, this will be the price per item when the order quantity is 2 or greater.

  • Qty 5 Retail, 5 or more. If set, this will be the price per item when the order quantity is 5 or greater.

  • Qty 10 Retail, 10 or more. If set, this will be the price per item when the order quantity is 10 or greater.

  • Qty 25 Retail, 25 or more. If set, this will be the price per item when the order quantity is 25 or greater.

  • Qty 100 Retail, 100 or more. If set, this will be the price per item when the order quantity is 100 or greater.

  • Qty 2 Dealer, 2 or more. If set, this will be the dealer price per item when the order quantity is 2 or greater.

  • Qty 5 Dealer, 5 or more. If set, this will be the dealer price per item when the order quantity is 5 or greater.

  • Qty 10 Dealer, 10 or more. If set, this will be the dealer price per item when the order quantity is 10 or greater.

  • Qty 25 Dealer, 25 or more. If set, this will be the dealer price per item when the order quantity is 25 or greater.

  • Qty 100 Dealer, 100 or more. If set, this will be the dealer price per item when the order quantity is 100 or greater.

9.1.2 – Merchandising – Product Merchandising – Upsell

The Merchandising Upsell tab is a location to select which products, if any, will be placed in an Upsell list to be associated with the current Product being edited. What this means is that you can select products that you think customers may be interested in if they are looking at the current product. To select products that you wish to be associated with this one, simply type the sku’s or product part numbers, separated by white space into the text box labeled “Up-sell SKUs”, and click on OK. In the example, one product, os28057a, has been selected as an upsell item for this item, os28057c. If you wanted more than one, you would have entered them like this:

os28057c os29870b os578898q

You could also use the select… link next to the Upsell SKUs text window. This will take you to a page with all of your products listed. You can simple use a checkbox method to choose as many products as you wish to be associated with this product for Upsell. In many cases, this can simplify things quite a bit, you don’t have to remember which SKU is associated with which product and so on. However, if your database holds thousands of products this page can be quite formidable!

Settings in table options linked by sku. This has been eliminated.

To use the Upsell list, you need to use the component “Upsell” in a selected page. The flypage is a good page to use the Upsell component on, as it is the page that displays a single products detail, and you can show associated products that a customer might be interested in. For more information on how to use the Upsell and other components, go to the Content – Content Edit area.

9.1.3 – Merchandising – Product Merchandising – Cross-sell

The Merchandising Cross-Sell tab, is very similar to the Upsell Tab. This is a location to select which products, if any, will be placed in a Cross-Sell list to be associated with the current Product being edited. What this means is that you can select products that you think customers may be interested in if they are looking at the current product being edited. To select products that you wish to be associated with this one, simply type the sku’s or product part numbers, separated by white space into the text box labeled with Up-sell SKUs, and click on OK. In addition to being able to associate products with this product, you can also associate this product with a Cross-Sale Category. This means that the product can belong to a family of products that will be associated on various pages of the site depending on where in the site you wish to have them shown. For example, if your product was a 10 penny Nail, you may assign it to a Cross-sale category of Nails. Then you may have the category show up every time someone looked at hammers. You know, if you have a hammer, you “gotta have a nail”! The category may display one or two cross-sell items, or maybe display random items from the category. You control it all. But the list to choose from is chosen here.

In the Cross –Sell tab you can also create a Teaser line that will introduce the component, such as “Other related items:” or “You may also like…” and so on. This will appear as a mini header on the Cross – Sell Component.

Next text box in Cross – Sell is the Closer. The Closer is the companion to the Teaser and is used at the end of the component if desired. Some thing to get the customer to act such as “Buy now while quantities last” or “Limited Time Offer”.

Settings in table options linked by sku. This has been eliminated

To use the Cross-sell list, you need to use the component “Cross-sell” in a selected page. The results page is a good page to use the Cross-sell component on, as it is the page that displays the results of a search entered by the customer. You can show associated products that a customer might be interested in. For more information on how to use the Cross - sell and other components, go to the Content – Content Edit area.

9.1.4 – Merchandising – Product Merchandising – Promotion

The Merchandising Promotion tab is similar to the Cross - sell Tab. Although the Promotion tab is similar to the Cross – sell tab, it has some important differences. First the Promotion tab does not let you associate this item directly with other items, or other items directly with it. What it does do is allow you to associate this product with a Promotion. You can associate as many items with a promotion as you like, so in that sense they are being linked, but not directly with each other. Lets go down the page, shown above and detail each area.

We start with the Short Description, which is simply the description for the product being edited. Next is the drop down window labeled “Promotions”. This is where you will select which promotion you want to associate the product with. The default promotions are none, Specials, New Items, and expired. These can be expanded, but you will need your Interchange Developer to help with this. So lets continue with the defaults. Really the only 2 we are interested in are Specials, and New Items. Let’s use New Items, and assume this is a new item.

The next box down is the Teaser line. This will replace the Name of the item in the display, so you may want to keep the name involved, such as in the example above we have “New Product – 24” Level”.

Next text box in Cross – Sell is the Closer. The Closer is the companion to the Teaser and is used at the end of the component if desired. Some thing to get the customer to act such as “Buy now ” or “Limited Time Offer”. This line will replace the standard “More Info” link if used.

The next 3 boxes are Timed?, Start Date, End Date and they work together. If you only want your product to be in a promotion for a certain time period, this is where you set those limits. First, select yes for the Timed? drop down. Next select your start date, then the end date. That’s all there is to it. Set it and forget it. (-:

To use the Promotion settings, you need to use the component “Promotion” in a selected page. The index page is a good page to use the Promotion component on, as it is the page that the customer normally sees first. You can show your newest products, or your best deals. Remember, first you only get one chance at a first impression! For more information on how to use the Promotion and other components, go to the Content – Content Edit area.

Settings in table options linked by sku. This has been eliminated

 

9.2 – Merchandising – Affiliates

9.2.1 – Merchandising – Affiliates – Affiliates Manager

The Affiliates Manager is an area to setup, manage, and delete affiliates. What is an affiliate? The dictionary definition is: “A person, organization, or establishment associated with another as a subordinate, subsidiary, or member: network affiliates.” In our case, an affiliate will normally be another vendor, who has agreed to advertise our goods or services somewhere on their web site, in return for something from us. The reciprocal agreement may be as simple as each of us putting a banner of the others site on our site. Other affiliate agreements can become more complex, consisting of payment for numbers of visitors, or perhaps payments for numbers of sales to visitors that originated or were sent to us by our Affiliate.

To accommodate this type of arrangement, Interchange offers a simple affiliate manager. You can create any number of affiliates, and track them according to visits and/or sales. To examine how you can do this, lets start with the page shown above.

On the entry page to Affiliates, there is one tab, Create New Affiliate, which we will talk about in just a minute. But lets move down the page a little further.

First you have a limit with search box, along with the Limit with search button. If you have a large number of affiliates, this will allow you to find the one you are looking for by using a search mechanism.

Next is a table of Affiliates. The column headings are:

  • Code – A name or number you assign when you create the affiliate. Also a link to enter the Edit affiliate screen.

  • Name – The proper name for the affiliate.

  • Linkback and Entry URLs

  • This lists the Linkback url, a url that can be entered to redirect a visitor to a different page or even website depending on which affiliate and/or campaign they happen to be associated with. Can be clicked on to validate location.

  • Also listed is the Enter URL, which is the url that will be used to identify the affiliate when a visitor accesses the site.

  • Reports – Links that will take you to:

  • Orders – A simple report page for viewing orders associated with affiliates.

  • Traffic – A simple report page for viewing traffic associated with affiliates.

  • Active – Status of affiliate, yes is active, no is not currently active.

 

9.2.1a – Merchandising – Affiliates – Affiliates editor

The affiliate editor is a location where you can make changes to or delete an affiliate. The screen above has 10 fill in fields to work with your Affiliate. It also has the standard OK, Cancel, Delete buttons, and the Auto-export checkbox. In most all cases you will want to leave the default check in the Auto-export checkbox. This synchronizes the Interchange internal database with the .txt file. Ok simply saves your changes, Cancel lets you leave the screen without saving any changes and DELETE gets rid of the affiliate without recourse! Be careful with DELETE!

*An important caveat for the Affiliate program: Some of the features describe below, in particular the Coupon campaign and the Coupon Discount will only work if the component affiliate_receptor is installed on the receiving page of the target URL. More information on components and their use can be found here. The affiliate_receptor component was built to demonstrate one of the many possibilities for the affiliate program. Contact your Interchange Developer for additional components, or if you have trouble getting this to work properly.

Lets move on and describe the 10 affiliate editable fields:

  • Affiliate ID – This is the id that you gave the affiliate when you created them. This can be letters or numbers. If you are simply editing the affiliate, leave this alone. This will also be the affiliates name to use in conjunction with password for affiliate login to the Affiliate Headquarters. TIP: If you change this, it will create a new affiliate, with all the same attributes of the current one. So use with caution.

  • Affiliate Name – This field is for the proper name of the affiliate. Use whatever you desire to describe your affiliate. (Really,,,anything, they won’t look , unless you send them a report! )

  • Campaigns – A campaign is a way to use a common program across multiple affiliates. Or you can use campaigns to sub categorize multiple programs within a single affiliate. Here are 2 examples.

  1. *Suppose you have a product that you want to give a five-dollar off coupon, for all participating affiliates as an added incentive. You create a campaign; lets call it “coupon”. You now tell your affiliate to put the following link on their site;

 

 

  1. Suppose you are paying for click throughs on a search engine, and you have multiple terms registered. Most pay per click programs allow you to use a custom URL for each search term. And suppose you have 3 search terms at a specific search engine. Rather than creating a separate affiliate for each term, you could use campaigns. Lets say the three search terms where: quality products, factory direct products, and user-friendly manuals. You would use the following url’s at the search engine:

  • *Coupon_amount – This is an area to put an amount if you want a coupon to be given for each customer that visits from an affiliate.Coupons can reflect discounts other than flat rate, such as percentages; contact your Interchange Developer for assistance.

Remember to include the following in the URL if coupons are enabled - “coupon=1” as in http://www.mysite.com/index.html?mv_pc=affiliate&coupon=1”

  • Join Date – This reflects the date the affiliate joined the program.

  • *URL – In some cases you may want an affiliate directed visitor to have access to pages that “normal” visitors do not. You can enter a url in this field, and when the visitor clicks through using the affiliate link (and the affiliate_receptor component)

  • Timeout Delay – The value in this field is used to specify the amount of time a customer has to place an order to still give the Affiliate credit for it. If the customer goes over this amount of time, the Affiliate doesn't get credit for the customer visit. The timeout delay is measured in seconds, with the value of 0 (zero) disabling it. It is recommended that you use a value in the thousands to make sure the customer has enough time to shop.

  • Active – A yes or no dropdown window that allows you to make the affiliate active or inactive. All the information is saved, but none of the functions or reports will be active.

  • Password – Use this area to enter a password for affiliate to use in conjunction with their Affiliate ID to access the Affiliate Headquarters.

  • Image – URL of affiliates logo, will be used on the entry page containing affiliate_receptor component and on the Affiliate Headquarters.

We have mentioned the Affiliate Headquarters. This is simply a page that the affiliates can access to view the status of their account, and obtain the proper URL addresses to insert into their web sites so that customers can visit your site via the affiliate-tracking program. In the Demo they can access a general URL for access, as well as URLs that allow the ordering of each of the products in the products database. They can log into the Affiliate Headquarters by going to a URL you supply them, and use their Affiliate ID and password describe above. The URL in the Demo is:

http://demo.icdevgroup.org/i/demo1/affiliate/login.html

The URL of course will be different for your site, but you should be able to figure it out by looking at this one. In the catalog the affiliate pages are located under the catalog/affiliates/ folder.

9.2.1b – Merchandising – Affiliates – Orders Report

The reports links are located under the Reports Column shown above. If you click on the Orders link, you will be taken to this screen:

Here you can see the overview of the orders. In the example there are only 2 orders, so it is not entirely representative of an up and running business (well at least lets hope not!) Each of the links will take you to various drill down reports. The first link, June 2003 in the Demo, will take you to a daily breakdown of orders for the month. If you click on the consolidated link, it will take you to a breakdown of orders for the consolidated affiliate. If you click on coupon, it will give you a breakdown of all orders that were ordered through the affiliate while using the coupon promotion.

Each of the sub screens will also allow you to drill down to the individual order and see the details.

Again, these reports were designed to be demonstrative of what is possible with Interchange. Contact your Interchange Developer to unlock the true potential of Interchange as it relates specifically to your application!

9.2.1c – Merchandising – Affiliates – Traffic Report

The reports links are located under the Reports Column shown above. If you click on the Traffic link, you will be taken to this screen:

Again this is from the Demo site so because the site is reset every hour or so, there is very little traffic sent by Affiliates! But this gives you an idea of what type of a report is accessible for traffic. First is the month, and then the number of affiliates that sent you traffic. Next is the number of unique visits from affiliates. Hits are next, and then page views. Prod views show how many times a product details page was accessed (flypage.html) and Items in Cart are how many items got loaded into the cart. Orders would of course reflect actual orders placed by the affiliate driven traffic. Percentages are provided in some cases to show how many items in the cart ended up with actual orders, and how many pages and visits it took to produce a sale.

Please always bear in mind that this is from the Demo. Any number of things is possible, but they cannot all be done and included in the Demo. Use this manual to apply the things we describe, but always remember that if its not quite right for your application, it can be changed.

9.2.2 – Merchandising – Affiliates – Create New Affiliate

The Create New Affiliate is identical to the Edit Affiliate area. The screen above has 10 fill in fields to work with your Affiliate. It also has the standard OK, Cancel, Delete buttons, and the Auto-export checkbox. In most all cases you will want to leave the default check in the Auto-export checkbox. This synchronizes the Interchange internal database with the .txt file. Ok simply saves your changes, Cancel lets you leave the screen without saving any changes and DELETE gets rid of the affiliate without recourse! Be careful with DELETE!

*An important caveat for the Affiliate program: Some of the features describe below, in particular the Coupon campaign and the Coupon Discount will only work if the component affiliate_receptor is installed on the receiving page of the target URL. More information on components and their use can be found here. The affiliate_receptor component was built to demonstrate one of the many possibilities for the affiliate program. Contact your Interchange Developer for additional components, or if you have trouble getting this to work properly.

Lets move on and describe the 10 affiliate editable fields:

  • Affiliate ID – This is the id that you will give to the affiliate. This can be letters or numbers. This will also be the affiliates name to use in conjunction with password for affiliate login to the Affiliate Headquarters.

  • Affiliate Name – This field is for the proper name of the affiliate. Use whatever you desire to describe your affiliate. (Really,,,anything, they won’t look , unless you send them a report! )

  • Campaigns – A campaign is a way to use a common program across multiple affiliates. Or you can use campaigns to sub categorize multiple programs within a single affiliate. Here are 2 examples.

  1. *Suppose you have a product that you want to give a five-dollar off coupon, for all participating affiliates as an added incentive. You create a campaign; lets call it “coupon”. You now tell your affiliate to put the following link on their site;

  • http://www.yoursite.com/product.html?mv_pc=affiliate_name&mv_action=go&campaign=coupon&coupon=1

  •  

  • Now when a visitor clicks on this link, they will be brought to the site using this URL, and the proper information will be recorded. In addition, if you have filled in an amount in the coupon_amount field (discussed below) the proper amount will be deducted from the order when the customer places an item in the cart. Of course you can use this same coupon campaign for any number of affiliates.

 

 

  1. Suppose you are paying for click throughs on a search engine, and you have multiple terms registered. Most pay per click programs allow you to use a custom URL for each search term. And suppose you have 3 search terms at a specific search engine. Rather than creating a separate affiliate for each term, you could use campaigns. Lets say the three search terms where: quality products, factory direct products, and user-friendly manuals. You would use the following url’s at the search engine:

  • *Coupon_amount – This is an area to put an amount if you want a coupon to be given for each customer that visits from an affiliate. Coupons can reflect discounts other than flat rate, such as percentages; contact your Interchange Developer for assistance.

Remember to include the following in the URL if coupons are enabled - “coupon=1” as in http://www.mysite.com/index.html?mv_pc=affiliate&coupon=1”

  • Join Date – This reflects the date the affiliate joined the program.

  • *URL – In some cases you may want an affiliate directed visitor to have access to pages that “normal” visitors do not. You can enter a url in this field, and when the visitor clicks through using the affiliate link (and the affiliate_receptor component)

  • Timeout Delay – The value in this field is used to specify the amount of time a customer has to place an order to still give the Affiliate credit for it. If the customer goes over this amount of time, the Affiliate doesn't get credit for the customer visit. The timeout delay is measured in seconds, with the value of 0 (zero) disabling it. It is recommended that you use a value in the thousands to make sure the customer has enough time to shop.

  • Active – A yes or no dropdown window that allows you to make the affiliate active or inactive. All the information is saved, but none of the functions or reports will be active.

  • Password – Use this area to enter a password for affiliate to use in conjunction with their Affiliate ID to access the Affiliate Headquarters.

  • Image – URL of affiliates logo, will be used on the entry page containing affiliate_receptor component and on the Affiliate Headquarters.

We have mentioned the Affiliate Headquarters. This is simply a page that the affiliates can access to view the status of their account, and obtain the proper URL addresses to insert into their web sites so that customers can visit your site via the affiliate-tracking program. In the Demo they can access a general URL for access, as well as URLs that allow the ordering of each of the products in the products database. They can log into the Affiliate Headquarters by going to a URL you supply them, and use their Affiliate ID and password describe above. The URL in the Demo is:

http://demo.icdevgroup.org/i/demo1/affiliate/login.html

The URL of course will be different for your site, but you should be able to figure it out by looking at this one. In the catalog the affiliate pages are located under the catalog/affiliates/ folder.

 

9.3 – Merchandising – Generate “others who …”

We will not include a screen shot for this tab. This tab is intended to be used as a device to generate a list of items in the others_bought field of the merchandising table. It will look in the orderline database and collect each product that was ordered along with other products in the same order.

Once this data is in place, you can configure the Shopping Cart Full component, to display the “Others who bought this product also bought:”. You could also use the code in the component to create your own component or page to display this.

If you are using the Others Bought code anywhere on your site, it is a good idea to use this tab frequently, as it will consistently update your data to reflect the most recent buying trends.

 

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