Vendor Instructions

Instructions; How to Navigate and get started on the Marketplace

You have submitted your Application and received your Activation Email with your web address and password. After entering the password you will be prompted to CHANGE your provide password for security reasons.

The instructions here are quite long and detailed. The Marketplace software is quite powerful and provides our Vendor/Sellers with a lot of abilities to monitor sales, edit all Vendor and Product information and monitor and edit product data.


If you have joined as a Charter Seller it is quite easy to get your products on the Marketplace. We have noted both BASIC and ADVANCED instructions. Just following the BASIC instructions will quickly get you on the Marketplace.

You do have the option at this time or any time to change your Vendor Program and upgrade from Charter Seller to Charter Seller PLUS where the professionals at the Marketplace create your Vendor Profile and add your Products. Just Click here to Change your Vendor Program.


Navigating The Marketplace (Basic)

The first thing you will see when you sign in is Your Account Dashboard.

The first thing you’ll notice when you sign in is the Dashboard. Here you can check sales statistics, view recent orders and product changes. The Dashboard also provides information from the database, such as the number of active products.

The Dashboard provides the statistics of your store.
  1. Total number of orders, sales and taxes sums.
  2. Monthly statistics in the form of a diagram.
  3. Recent orders made. Switch between the tabs to see orders with particular statuses.
  4. Brief statistics: the number of products, customers, pages, etc. Click on the number of items to go to the page with the detailed list of these items.
  5. The number of orders with the particular status and total income received by the orders of this type.
  6. Brief variant of information, represented in the Administration → Logs section. Click the Show all link to view the full log.

You can also choose the period of time, for which the information on the dashboard is displayed. Click on the period in the right upper corner of the page and choose the required period of time from the drop-down menu. Optionally, click Custom Range to define your own period and press Apply.

View statistics for the particular period.

Top Bar

The blue bar on the top of the CS-Cart admin panel.

  • Administration
  • Files: Access your Imported Files.
  • Shipping&Taxes: See and Manage your shipping Methods, Sales Taxes,
  • Currencies: See what currencies are support by the Marketplace
  • Logs: See all activity by your account administrators
  • Import and Export Data

The top bar also lets you select currency to use on the Dashboard and in sales reports.


Vendor Operations

The menu bar below the Top Bar allow you to access the information about your Operations

The Store Operations panel allows you to manage your products, orders and customers.

  • The home icon takes you to the Dashboard
  • Orders—view sales reports and manage your orders and shipments
  • Products—edit products and their categories, features, filters, and options
  • Customers—manage the Vendor’s administrators and registered customers, as well as user groups with different privileges
  • Marketing—promote your products, offer bonuses, and view the carts that the customers didn’t take to checkout
  • Website—create and publish pages, polls, forms and links, as well as to manage the SEO aspects



Getting on the Marketplace (Basic)

The first thing you need to do is create your Vendor Account and Profile.

To create a vendor account, complete the following steps:

  1. Open the Administration panel Dashboard and go to Vendors → Vendors.
  2. There you see your Name, Email and when you were approved .
  3. By selecting your Name at the Checkbox and clicking on your name you will be taken to the Editing Vendor Page.

Screenshot_2019-05-20%20Vendors%20Vendor

Under the GENERAL Tab

The normal Information about your Company. The email address should be the Email that you want ALL the correspondence and notifications from the Marketplace to be sent.

Under the Add-On Tab.

Just the SEO name is the name of your company. It should be already added.

Under the Description Tab.

The complete description of your company and a general description of your products that you would want the Marketplace Customer to see.

Under the Logo Tab

Upload a Logo for your Client Area and one for invoices

LOCAL: access the drives on your Computer

SERVER: Access the Marketplace Server

URL: Uses a web link Location

Under the Terms and Conditions Tab

A complete description of your Sale and Return Policies

Under the Plan Tab

Shows you all the Marketplace Vendor Plans. Notes the Current Plan for your Company. You can change your Plan by highlighting the Vendor Plan you would want and click on Save

Under the Reviews Tab

All reviews for your Products and Your Company are listed here. Since you have just started there are no review to review!

NOTE: Once you ADD or CHANGE ANY data on ANY Page make sure you click on the SAVE Button before you leave the page!


Step Up your Payment Link

Once you set up a Stripe Connect payment you will be able to connect to your payment accounts, so that you can monitor your payouts.

1. Open the vendor’s administration panel and go to Vendors → Vendors.

2.2. Click on the name of your company.

2.3. The vendor editing page will open. Scroll down and click the Connect with Stripe button. This will take you to the Stripe page where you’ll be able to register an account or connect an existing one.


The


How to Add and Edit Products

Adding Products either one at a time or by Bulk Multiple means involves a simple 2 step process.

The first Step is entering the products General information. The Second Step is the edit the General Product information with the specifics of the product. Whether you add your Products one at a time or in Bulk the process is the same.

Adding One Product at a time (Basic)

  1. Go to Products → Products in the administration panel of your store, then click the + button in the upper right part of the page. The
  2. The product creation page will open. Configure the required properties of the product. You’ll be able to edit the product properties later at any time.
    Some properties don’t appear during product creation and are available only when you edit a product.
  3. Click the Create button. NAME;Under Gen The product creation page in CS-Cart.

Under GENERAL Tab

Name: This should be a short but descriptive name of your Product. This name will appear in your Product Listings, Detail Product Page and in your Micro Store.

Categories: Your Product maybe listed under multiple Categories. Click on the "Hamburger" Icon at the right end of the Category Box to see all the available Categories. Once you choose a Major Category click on the arrow next to the Category Name to show all the subcategories. Here you can just list your Product under a single Category and edit or Add Categories later under "Edit Products" NOTE: We have entered many Categories ... Yet Your Product may not perfectly fit into anyone major or subcategory. If so pick the best fit for now and let us know what the best Category name for your product would be. Click Here to Contact Us

Price: This is the everyday Price you want to sell the Product at.

Full Description: A complete description of your Product that will appear on the Product Detail Page.

Status: Active: for an Active Product ready to be sold. Hidden: for a Product that you maybe temporary out of stock on. Disabled for a product that you want to remain in the database but probably will not return.

Option Settings

Options Type

      • Simultaneous - customers can choose the variant for each option independently and in any order.
      • Sequential - options and variants are chosen one after another: first the variant of the first option, then the variant of the second option, and so on.

Exceptions Type

      • Forbidden—you’ll be able to specify Forbidden combinations on the Options tab. Customers won’t be able to purchase a product when they choose a forbidden combination of option variants.
      • Allowed—you’ll be able to specify Allowed combinations on the Options tab. Customers will only be able to select these combinations of option variants.

Pricing / Inventory

Code: The SKU or Unique Code or Part Number of this Product

List Price: The MSRP of the Product. This price will appear on the Product Detail Page and will be crossed out. It will also be used to state a Discount on the Product Detail Page between this Price and the Price you have entered before. If you do not want this price to be displayed with the accompanying discount note DO NOT enter a price here!

In Stock: Enter the number of this product you have in stock. Even if you are NOT going to Track Inventory on this Marketplace. Enter a very large number.

Zero Price Action: determines what can be done on the storefront when the product’s price is 0:

      • Do not allow customers to add the product to cart
      • Allow customers to add the product to cart
      • Ask customers to enter the price — customers will see an input field and will be able to enter the price that they’re willing to pay. That’s useful for charity events or donations.

Inventory: the way of tracking the inventory of the current product:

      • Track with options
      • Track without options
      • Do not track

If a product is tracked with options, you’ll need to specify the number of in-stock items individually for each combination of option variants.

Minimum Order Quantity - the minimum number of items that a customer can buy at a time. This number will appear on the detail product page right after the product price.

Minimum Order Quantity - the maximum number of items that a customer can buy at a time. 0 means no limit.

Quantity Step - If you are selling this Product in Box or Case Quantities You can use this setting. Determines the step by which a customer can increase or decrease the number of products in cart. If the minimum order quantity is 3, the maximum order quantity is 9, and the quantity step is 3, then a customer will be able to purchase 3, 6, or 9 items in one order.

List Quantity Count - This becomes useful when you set a quantity step and when there are a lot of items in stock. Sets the maximum number of choices in the Quantity drop-down list.


Availability

User Groups - the user groups that can access the product's detail page.

Creation Date - The date you added this product to the Marketplace. It is used for sorting products by date

Avail Since - The date when the product becomes available for purchase, usually the Creation Date. OR you can give the product some history to when the Product first was sold. This is also useful when you want to start selling at a specific date, or when the product isn’t available yet.

Out of Stock Actions - If you set a future date in "Avail Since". Select if customers should be able to buy the product in advance before it is not yet available for sale, or sign up to receive an email notification when the product is available.

Extra

Product Detail View - Should be already set to " Parent (Default Template)" - Do not change.

Short Description - a short product description; it appears on the product list on the storefront. If you leave this field blank, the short description will be automatically taken from the full product description (first 300 characters).

Popularity - Integer conveying the product popularity, which is calculated automatically. This rating depends on the number of product views as well as the number of times the product was added to the cart and purchased. Products can be sorted by popularity on the Marketplace.

Search Words - The list of words by which the product should be easily found by the built-in Marketplace search.

Promo Text - An additional block with information that appears on the top right side of the Detail Product Page

Under the SEO Tab

This is the Name of your product as you have entered it before.

Under the Quantity Discounts Tab

If you want to set a discount for a customer buying a certain number of this Product you can enter it here. If you do not want to offer a quantity discount on this product leave this blank.

Under the Add On Tab

Here, you will be able to use the features of Facebook on your store.

You can set this product as your "Bestselling" Product

You can receive comments and reviews on this Product or not

Under Tags

Tags can be considered as free-form keywords or labels associated with a page or product. Tags make it easier to find the necessary page/product.

That is all. You simply need to click on the Create button at the top-right corner and the system will create the product for you, using the options you have set for it.

From here when you click create you will be taken to the Product Editing Page. Skip to go to the "Product Editing Page" Instructions


Adding Multiple Products at one time (Basic)

  1. Go to Products → Products in the administration panel of your store.
  2. Click the gear button in the upper right part of the page and choose Bulk product addition. Click the gear button and choose
  3. Add products and fill in the empty fields. Fill in the required product properties.
  4. Click Create.

Cloning a Product (Advanced)

If you plan to have several products with identical properties, you don’t need to create each of them manually. Instead of specifying the product properties each time that you add a new product, you can:

  1. Set up one sample product with the common properties.
  2. Clone the sample product.
  3. Change the names and individual properties of the clone products.

On the List of Products

  1. Go to Products → Products in the administration panel of your store.
  2. Select the the products that you’d like to clone by clicking on them.
  3. Choose Clone selected in the Actions menu. Cloning a product in CS-Cart.
  4. Clone products will be created with Disabled status. A duplicate product in CS-Cart.
  5. Edit the clone products and enable them by changing their statuses to Active.


Second Step: The Product Editing Page (Basic)

When you add a Product One at A Time when you finish step one and click create you will be taken to the Editing Product Page

When you add "Multiple Products at a Time

  1. Go to Products → Products in the administration panel of your store.
  2. The product editing page will open.

Screenshot_Edit%20Products%20%20-%20Admi

You will see that the Product Editing Page has many of the tabs you have entered data in as well as some extra tabs.

Under General Tab

You will find all the information you entered when you created the Product listing

You Can edit all the information as well as add the product under additional Categories. Just Click on "Add Categories.

Under the SEO Tab

You will find all the information you entered when you created the Product listing

Under Options Tab

Under the General Tab in Options

If this product comes in different sizes (length or width) or colors, or power input or horsepower, etc you can note that Option here and have customer select the option of the Product they want.

      • Name - The name of the new option. As Color, Size, Power, etc.
      • Position - Enter the position, where the new option will appear in the selection. 10, 20, 30, etc.
      • Type - The type of presentation of the of option, select Box, Radio Group, etc.
      • Description - Short description for the product option that will appear for the selection.
      • Comment - Any comments that you have for the option
      • Required - Is the option required? Specify if the customer must select this option or no

Under the Variants Tab in Options

The Position you want the Variant to appear in the selection under the Option you are editing 10, 20, 30 etc.

The Name of the Variant to the Option . As Color being the Option, Blue is the Variant Name

The Modifier to the Variant. If the Variant costs more than the Product the adder is entered here in Dollars or percentage of the original Product.

The Added Modifier to the Shipping Weight of the product

Clicking on the "EXTRA" text will allow you to enter a image of this Product Variant that will display on the Product detail page.

When done click the "+" to add another Variant (Blue added then add Green, etc)

When complete click CREATE

Under the Variations Tab

Shows global variations across the marketplace. A tab you will NOT use.

Under Shipping Properties Tab

Enter the data on the Base Product that you are editing

Under Quantity Discounts Tab

Here you can edit the discount data that you have entered before. Or add a new discount.

Under Subscribers Tab

If your Product has or requires Subscribers they are entered and edited here.

Under Add On Tab

The Facebook and such information that you have entered before.

Under Features Tab

This tab is disabled

Under Tag Tab

This tab is disabled

Under Attachment Tab

Here you can attach files to the Product that will appear on the Product Detail page for downloading. These files can be manuals, detail drawings, etc.

Under Require Products Tab

If the Product requires another product that they MUST be sold together. The added Product is listed here.


NOTE: Once you ADD or CHANGE ANY data on ANY Page make sure you click on the SAVE Button before you leave the page!


Editing Multiple Products at Once (Advanced)

You can edit the properties of a group of products.

  1. Go to Products → Products in the administration panel of your store.
  2. Select the the products that you’d like to edit by clicking on them.
  3. Click Edit selected above the list of products. The
  4. A pop-up window will open. Tick the checkboxes of the product properties you’d like to edit, then click Modify selected.
    Avoid choosing too many properties at once, or else it will be inconvenient to edit them all.
    Tick the checkboxes of the product properties you'd like to edit.
  5. The selected products and their properties will appear on one page. Edit them, then click the Save button in the top right corner.
    Use Apply values to all the selected products in the upper left part of the page to update the value of the property for all the selected products at once.
    The chosen properties of all selected products will appear on one page.

Updating Only Prices and Stock for All Products (Basic)

CS-Cart has a special page where you can update some properties all products at once. For example, you can increase the prices of all products by 10%, or increase the list price to display discount labels on all products.

1. To update all products: In the administration panel, go to Products → Products.

.

Global update of products in CS-Cart.

2. Click the gear button in the upper right part of the page and choose "Global update"

The global update page allows you to adjust prices and stock of all products at once.

3. A new page will open. There you can update the following product properties:

      • Price
      • List price
      • In stock (the number of products in stock)
      • Price in points

By default, the update is performed for all products. But if you use the Add product button, then the properties will be updated only for the selected products.

Once you’ve chosen how to update product properties, click Apply


Exporting Products (Advanced)

You can Export (download) products from in a CSV file. CSV is a popular spreadsheet format. A line in a CSV file is one line of the table. CSV files can be edited in spreadsheet editors such as LibreOffice Calc, OpenOffice Calc, Microsoft Excel. We recommend using MS Excel or LibreOffice Calc (a free office suite) to edit CSV files.

To demonstrate the full process, let’s export one of the products to a CSV file first.

Go to Products → Products in the administration panel. Select the products you’d like to export by clicking on them.

Choose Export selected in the Actions menu above the product list.

CS-Cart allows you to export all products or specific groups of products.

The Export data page will open.


Selecting the product properties that will be exported.

There you will be able to chose the exported fields and change export properties. Each exported field is an equivalent of a product property. We recommend that you leave everything as is for the first time. After everything is set up, click Export.


Open the exported file in the spreadsheet editor. The default delimiter for CSV is semicolon.

An exported CSV file in the spreadsheet editor.

Each column of the table contains the specific type of the product data.

The product is identified by the Product code; it means that: All products must have unique product codes.

If a product code already exists in a database, the product with this code will be updated or replaced. If the product doesn’t exist in a database, a new product will be created. When you import a product, some fields are required:

  • Product code
  • Language
  • Store—the storefront to which the product belongs.
  • Product name—the name of the product
  • Category—the category to which the product belongs

Other fields are optional. This time we recommend exporting only these required fields.Use the sample product as an example and add new products to the table. Each line is a new product.

New products in the CSV file.

Save the file in the CSV format, and you’ll be able to


Import Products and Product Data (Advanced)

This article describes the behavior of 4.8.1 and newer versions. This functionality is implemented by the Advanced Products Import [Beta] add-on.

  1. In the Administration panel, go to Administration → Import data → Products.
  2. Click the + button to add a new import preset. Advanced product import in CS-Cart. A preset is a set of rules on how to interpret an imported file. Once you configure a preset, you’ll be able to import multiple files of similar structure without the need to modify each of them separately.
  3. Configure the import preset: choose a file (of CSV or XML format) that you’d like to import, and enter the name of the preset (you’ll use it later to find it among other presets). If you upload an XML file, you’ll also need to specify an XML target node in the field with the same name. XML files have different and complicated structure, and not all information needs to be imported. Take a look at this XML example:
    <span class="cp"><?xml version="1.0"?></span>
    <span class="nt"><data></span>
        <span class="nt"><address></span>NY, Green Street<span class="nt"></address></span>
        <span class="nt"><working_hours></span>9 am - 5 pm<span class="nt"></working_hours></span>
        <span class="nt"><products></span>
            <span class="nt"><product></span>
                <span class="nt"><sku></span>D00014MK1P<span class="nt"></sku></span>
                <span class="nt"><item></span>65" Class (64.5" Diag.) LED 8000 Series Smart TV<span class="nt"></item></span>
                <span class="nt"><in_stock></span>Yes<span class="nt"></in_stock></span>
                <span class="nt"><price></span>500<span class="nt"></price></span>
            <span class="nt"></product></span>
            <span class="nt"><product></span>
                <span class="nt"><sku></span>K01502P8VF<span class="nt"></sku></span>
                <span class="nt"><item></span>Wildwood City Classic<span class="nt"></item></span>
                <span class="nt"><in_stock></span>Yes<span class="nt"></in_stock></span>
                <span class="nt"><price></span>300<span class="nt"></price></span>
            <span class="nt"></product></span>
        <span class="nt"></products></span>
    <span class="nt"></data></span>
    
    CS-Cart needs to know how to distinguish individual products an XML file. For this example, the correct value of XML target node would be <span class="pre">data/products/product</span>. It’s the full path to the XML node that contains all the information about a single product.
  4. Click Create.
    Once you create an import preset, the File tab will contain a command that you can add to cron. That way you’ll be able to run the import periodically, at certain time intervals.
    Adding a product import preset in CS-Cart.
  5. The Fields mapping tab should appear now. Switch to it. This is where you tell CS-Cart how to interpret the imported file:
    • Match the columns or XML elements in the imported file with corresponding product properties in CS-Cart.
    • Check the example of imported data to see if the matching is correct. Make sure that the imported data follows the field format of the corresponding product property.
    • If necessary, add a few modifiers. Modifiers are functions that help you change the imported data. Use the Modifiers list button to find out what modifiers exist and how to use them. Matching product properties with the imported file. Here are a few examples of how modifiers can be used:
      • Let’s assume that you import products from two suppliers. Each supplier uses unique SKUs (the CODE field) for each product internally, but a few SKUs of these suppliers overlap: each supplier has a different product with the same SKU. You, however, need to have a unique SKU for every product. In that case you can create different import presets for each supplier. If you add a modifier like <span class="pre">concat(SPLR1-,</span> <span class="pre">$value)</span> when importing products from Supplier 1, all SKUs of that supplier will have the SPLR1- prefix. That way SKUs will be unique.
        This will only work if you don’t have these products in your store already. Otherwise the old products will remain with old SKUs, and the imported products will be created as new ones.
      • Let’s assume your supplier doesn’t give you the number of products in stock. The file only contains “Yes” when a product is available, and “No” otherwise. CS-Cart, however, requires that you specify a number as the quantity of a product. In that case you can add a modifier like <span class="pre">case($value=Yes,</span> <span class="pre">100,</span> <span class="pre">$value=No,</span> <span class="pre">0)</span> for the column where the information about availability is stored. That way, if the column has “Yes”, CS-Cart will assume that there’re 100 items in stock, and “No” will mean 0 items.
      • Let’s assume that you sell all products that come from your supplier at the prices that are 10% higher, but the supplier provides his prices in the file. In that case you can add a modifier like <span class="pre">mul($value,</span> <span class="pre">1.1)</span> for the column with price to automatically increase all prices in the imported file by 10%.
  6. Once you configure field mapping and modifiers, click Save. If you’ve done everything properly, you’ll now see that the examples of imported values have changed to take the modifiers into account.
  7. (optional) Switch to the Settings tab. It contains settings related to import behavior.
    • Perform test import—enable this setting if you wish to import only the first five products from the file. That will allow you to check if everything is configured properly. Deleting or fixing 5 products should something go wrong is easier than dealing with 500 products after a full import.
    • Import strategy—choose whether to import all products or only some of them:
      • Import all products from the file—new products will be created, but if a product already exists (the existence is determined by product code), then it will be updated instead. This strategy is the standard behavior of the product import.
      • Update existing products only—skip any products that don’t exist in your store; only products that already exist will be updated. This strategy is convenient if a supplier provides a file with all his products, but you sell only some of them. That way you won’t get unwanted products in your store after the import.
      • Create new products only—skip any products that already exist in your store; only products that don’t exist in your store will be imported. This strategy is convenient if you change some product data (such as description, product name, etc.) after the import. That way your changes won’t be lost if you need to import the data from that supplier again.
        But what if eventually you need to update quantities for existing products without changing their other data? In that case just create a separate preset, and map only the necessary fields (Product code and Quantity). The fields that you don’t map will be ignored.
    • Set quantity of all products to zero—enable this setting if you want the quantity of all the products in your store to be set to 0 during the import. Only the products that have a quantity specified in the imported file will have a different quantity.
    Additional settings of an import preset in CS-Cart. There are two Additional settings hidden by default:
    • Delete existing files of downloadable products—if you enable this setting, then importing downloadable products will delete their existing files. When the setting is disabled, importing a file of a downloadable product doesn’t replace the existing files, but rather adds it alongside them.
    • Delete existing additional images—if you enable this setting, all the additional images of a product will be replaced with the images specified in the imported file. When the setting is disabled, importing additional images for a product doesn’t repalce the existing additional images, but rather adds new images alongside the existing ones.
  8. Click Import. If your preset is configured properly, and the data in the imported file is correct, your products will be imported.
    After the import you can go to Products → Products and use the Recently updated saved search to see all products that were updated within the last hour (alternatively, you can use Advanced search). This will help you check the import results.