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Customer Accounts – Adding & Allocating Multiple Payments

This guide will take you through the process of adding a payment manually and then allocating it to multiple invoices.

While Cloud Commerce Pro allocates payments automatically in most cases, there may be times when you want to do it manually such as for trade sellers.

For a detailed guide on the customer accounts screen click here.

1. Admin Centre

1. Admin Centre

Click “My Customers” from the Admin Centre.

2. Company List

2. Company List

1. Search – Locate the company / customer you want to add a payment for either by narrowing the list alphabetically or using the search box provided.

2. Select – Once located, click the supplier from the list.

3. Company Details

3. Company Details

The company / customer details page gives you all the basic information pertaining to that customer at a glance.

Click “View Accounts” from one of the two locations as shown in figures 1 & 2 above.

4. Company Accounts

4. Company Accounts

The company / customer accounts page gives a breakdown of your financial interactions with this particular customer.

If you need to add a payment for multiple invoices or for a partial payment towards an invoice, click “Payment”.

5. Add Manual Payment

5. Add Manual Payment

1. Date – Add the date that the payment was made.

2. Payment Method – From the drop down menu, select the method the payment has been made by. The options are as follows:

  • Cash
  • Card
  • Cheque
  • Standing Order
  • Direct Debit
  • BACS
  • Online Bank Transfer
  • Payment Gateway

3. Description – Add a short description to help identify the payment. This can be useful to add notes such as “partial payment” etc

4. Amount £ – Enter the total amount of the payment being added.

5. Bank Account – Select the relevant bank account from the drop down menu.

6. Pay Now – Click “Pay Now” to confirm your choices and continue.

6. Confirmation

6. Confirmation

A confirmation will appear to let you know you can now allocate your payment towards outstanding invoices.

Click “OK” to continue.

7. Payment Added

7. Payment Added

1. Statement – Your new payment will appear under statements.

2. Allocate – Click “Allocate” to continue.

8. Invoice Allocation

8. Invoice Allocation

1. Non-Allocated Payments – The payment you added will appear under non-allocated payments. Click the payment, highlighting it in yellow to select it for use.

2. Outstanding Invoices – Select the invoices you want to apply payment to, highlighting them as above. Click “Apply Full” to allocate the full amount towards the invoice. If you need to make a partial payment, type the amount you want to use in the box under “Allocate”.

3. Confirmation – When you have your payments allocated, click “Confirm Allocations” to continue.

9. Confirmation

9. Confirmation

If the amount allocated was lower than the payment, a pop-up will display to confirm this is what you wanted to do. The outstanding amount of the payment can be used again for other invoices when the Invoice Allocation page is visited in the future.

Click “Yes” to continue or “No” to cancel the allocation and go back to the Invoice Allocation screen.

10. Allocation Complete

10. Allocation Complete

You will be returned to the Company Accounts screen. The invoices for which you allocated payments will now display an outstanding balance of zero in the Statement section and will no longer show on the Invoice Allocation page.

Creating A Wholesale Channel

This guide will take you through the process of creating a wholesale channel and how begin adding products to it.

1. Admin Centre

1. Admin Centre

Click “Selling” from the Admin Centre.

2. Sales Channel List

2. Sales Channel List

A list of all previously created sales channels will be displayed.

Click “Add Sales Channel” to continue.

3. Sales Channel Details

3. Sales Channel Details

Populate the information for your new wholesale channel.

1. Name – Give you channel an identifiable name to ensure it is easy to find when you need it.

2. Pre-Order – This is personal preference and largely depends on your type of business, but typically for wholesale this would be set to “Yes”.

3. Country – Select the country you want this sales channel to apply to. It is important that a channel points to a specific country due to differences in tariffs and taxation between territories.

4. Channel Type – From the drop down menu select “Wholesale”.

5. Save – Click “Save” to confirm your choices and create the sales channel.

4. Adding Products

4. Adding Products

To add a product to your new sales channel, click “Selling” from the Admin Centre.

5. Adding Products – Sales Channel List

5. Adding Products - Sales Channel List

Navigate to the wholesale channel you just created and click it.

6. Adding Products – Find A Range

6. Adding Products - Find A Range

There are multiple ways to navigate to the product range you want to add.

1. Manually – If you know the category of the range you can click the arrow beside it to show all products within that category.

2. Search – Use the search box to enter keywords. This will display products matching those keywords. Clicking one will take you to the range for that product.

7. Adding Products – Add A Range

7. Adding Products - Add A Range

If your product range is not current on the sales channel, it will appear as shown above.

1. Visibility Toggle – This shows you are viewing items that are not currently on the sales channel. Click this would show only products that are on the sales channel.

2. Add Button – Click “Add” to continue.

8. Adding Products – Product Details

8. Adding Products - Product Details

1. Product Details – A window will display allowing you to customise many aspects of the listing to the needs of that sales channel. Also, if you don’t want to include every item in the range, you can uncheck the ones to exclude with the tick box.

2. Save – Click “Save” to commit your choices and create the sales channel.

3. Close – Click “Close” to continue.

9. Adding Products – Product Details

9. Adding Products - Product Details

1. Visibility Toggle – This shows you are viewing items are currently on the sales channel.

2. Update Listing – This will take you back to the previous screen allowing you to make changes at a later date.

3. Remove Listing – Click here to remove the listing from this sales channel.

4. Stock Control Report – This provides an audit trail for the products within the range.

You can also add customers to your new sales channels. For a detailed guide on how to do this, check the link below:

How to add a customer manually

Selling On Amazon – FAQ

Amazon is a gateway to the worlds largest international online sales community that offers many exciting opportunities for businesses to grow and thrive.

Getting started can seem a little daunting, so here are some frequently asked questions to help you navigate the world of Amazon ecommerce.

1. What Rules and Policies Should I Be Aware Of?

1. What Rules and Policies Should I Be Aware Of?

Selling on Amazon can often turn out to be more nuanced and complex than people first expect, especially if they are coming from a more public oriented platform like eBay and branching out. While it is not necessary to know everything, staying on top of the basic policies can save you time and money in lost revenue from falling foul of some less obvious rules and suffering temporary suspensions.

Prohibited seller activities and actions

Selling International Media Products

Product Detail Page Rules

Selling Policies

2. What is FBA (Fulfilment By Amazon)?

2. What is FBA (Fulfilment By Amazon)?

FBA allows you to sell your items through Amazon directly, giving you access to customers across Europe and the buyer confidence that comes with an internationally renowned brand.

This is achieved by sending as little or as much of your inventory as you like to an Amazon fulfilment centre who store your items until they are purchased. When sold, items are picked, packed and dispatched by Amazon themselves in exactly the same way they would do with their own inventory.

For a customer, this represents the best of both worlds. They get to enjoy the freedom of the market place while still getting the reliable service everyone has come to expect of Amazon. You can see why this would represent a very attractive option for customers, with many willing to pay more in some cases to choose an FBA seller over a regular one.

As a seller FBA also brings the advantage of access to Prime members, which will in turn improve your odds of winning the coveted Buy Box.

3. Why Associate Products With Those Already Listed?

3. Why Associate Products With Those Already Listed?

The design of Amazon is that each product should have a single listing with multiple sellers all linking their stock to that one listing. It is against Amazon’s selling policy to create a product detail page for a product that already has one. Doing so will result in the page being deleted.

Rules aside, it makes sense to associate products with the pre-existing listing as this will make it more likely to be seen by customers.

4. How Does The Buy Box Work?

4. How Does The Buy Box Work?

In 2015 Amazon’s Buy Box accounted for roughly 82% of their sales. That is a huge number that simply cannot be ignored and it shows how understanding the Buy Box is a critical part of being a successful seller on Amazon.

The basis of Amazon is that there are usually multiple companies selling the same item, and the Buy Box represents Amazon’s way of showcasing the sellers with a long and proven track record of good customer experiences based on multiple criteria.

While there is no clear cut list of things that pave the road to winning the Buy Box, it is clear that most of the things required are essentially best practice for ecommerce sellers and represent Amazon’s core values.

Price – Offering competitive prices inclusive of shipping is a key factor to moving up the ranks within the Buy Box. That being said, offering the cheapest price alone does not automatically move you up either. In the example above, the cheapest price was actually at the very bottom of the seller choices.

Stock Availability – Simply put, having no stock means you will not be included in the Buy Box for obvious reasons. The best sellers use all the tools at their disposal to manage their stock effectively and ensure key lines are always available. Cloud Commerce Pro can be configured to manage and update stock levels so you never have to find yourself in the position of selling stock you do not have available, thus avoiding the inevitable bad feedback which can cast a shadow over your reputation for a long time.

Order Fulfilment – There are 3 main methods of fulfilment with Amazon, and the more of these you use, the higher the chance you will win the Buy Box. Unfortunately the criteria required to participate in certain fulfilment programs is quite similar to what tends to lead to winning the Buy Box, but that is all the more reason to ensure best practices are being adhered to.

a) Fulfilment by Amazon (FBA) – See below for a detailed description of FBA.

b) Fulfilment by Merchant (FBM) – This is your basic market place fulfilment where an independent seller takes control of the fulfilment process.

c) Seller Fulfilled Prime (SFP) – Sellers can apply to Amazon to join their scheme that allows sellers to fulfil Prime orders. As mentioned above, there are some strict criteria to be met in order to qualify, but these are all things a good seller should be working towards anyway.

Customer Feedback – Seller reviews play a big part in the metrics that determine a Buy Box winner since Amazon place such high value on the overall customer experience.

If you want to know more about seller performance measurement on Amazon click here.

5. How Can I Increase The Frequency of Reviews On My Seller Account?

5. How Can I Increase The Frequency of Reviews On My Seller Account?

Securing reviews is often a case of good customer engagement. It is strictly forbidden to pay for reviews and you can no longer offer incentives either, which used to be an alternative strategy.

The sellers that tend to inspire the best reviews are the ones that go out of their way to make a customer feel special. While this can be extremely difficult in an oversaturated market or simply not logistically possible for a company dealing in high volume sales, all it takes is to impress a few with impeccable customer service with a personalised feel and the reviews should start to pile up.

6. Why Are All Shipping Methods Not Available?

6. Why Are All Shipping Methods Not Available?

As with the Buy Box and SFP fulfilment, some shipping methods need to be earned as well. Options such as two day shipping are held back until a seller proves they are reliable at shipping via the standard methods.

7. What Sort of Businesses Perform Best On Amazon?

7. What Sort of Businesses Perform Best On Amazon?

Working out why one business succeeds over another on Amazon is often somewhat of a mystery. That being said, there are a few success trends that can be identified.

Originality – Selling a unique product such as something you design and manufacture yourself tends to be one recipe for success. Half of the battle when selling on Amazon is competing with other people selling the same thing as you. Anything you can do to reduce that pool of competition is going to increase your chances of finding one of those elusive market gaps that all sellers dream of.

Niche – Similar to selling a unique product, finding a niche is equally effective. Sometimes you might have access to a product that others don’t, allowing you to take full advantage of a niche market and use Amazon to reach the customers that are searching for it.

Second Hand – The used and refurbished market is booming, especially in such a price conscious market. Customers are picking used more and more since they can still take advantage of item and seller reviews and various buyer protections.

Perception – Image is everything, and this is just as true in ecommerce. Projecting the image of a successful and professional business can be difficult when selling through someone like Amazon as much of your visibility as a seller is tucked away behind Amazon’s branding. Still, many customers will actively research sellers by checking their websites, so having a professional looking website is imperative. If a company is having success on Amazon, they will likely find loyal customers may start using their website directly, making it even more of a priority. The companies that do the best on Amazon almost always have thriving sales through their home page as well.

Product Manager – Creating A Product Range From Existing Products

This guide will take you through the steps necessary to create a new product range using existing products in the Cloud Commerce Pro Product Manager.

1. Admin Centre

1. Admin Centre

Click “Product Manager” from the Admin Centre.

2. Product Manager

2. Product Manager

1. Use the extensive range of filters and search boxes to find the products you want to use for your new range.

2. Click “Apply” to use the parameters selected.

3. Selecting Products

3. Selecting Products

1. Select all of the products you want to add to your new range by clicking on the product image. The product listing will change colour to indicate it has been selected.

2. Hover the mouse over “Actions” for more options.

4. Actions

4. Actions

From the drop down menu click “Create Range”.

5. New Product Range

5. New Product Range

1. Enter a new name for your product range. Remember, this is the name for a whole range of products, so it must relate to any and all of the products within the range.

2. Include a SKU code for your product range. You might already have a system to organise your SKU creation. If not, it is common to use the first few letters of the main product followed by a series of numbers. In the example above we have created a range for GoPro cameras and accessories, so the SKU for the range would be something like GOP01. You could then assign a SKU to each product to fall in line with this system such GOP02, GOP03 etc.

3. Assign a product type to your range using the drop down list of those previously created. If your new range does not fit any of those, use the separate field to create a new one.

4. If you added a product to the range by mistake, click the X beside it to remove it.

5. Click “Create Product Range” to continue.

6. Range Complete

6. Range Complete

Once complete, you will be returned to the Product Manager screen and your previous search. You can check your range created successfully as the new range name will appear for all the products previous selected.

Amazon Barcode Policy

Amazon rules and policies are ever evolving and it is important to be aware of such changes in order to avoid falling foul of new rules and suffering account suspensions, costing you time and money to resolve it. 

Many sellers may not be aware that Amazon changed their barcode policy in early 2016, but it had far reaching implications for anyone selling with them and potentially set a precedent for how Amazon intend to implement barcodes within their system going forward.

The new policy states:

We verify the authenticity of product UPCs by checking the GS1 database. UPCs that do not match the information provided by GS1 will be considered invalid. We recommend obtaining your UPCs directly from GS1 (and not from other third parties selling UPC licenses) to ensure the appropriate information is reflected in the GS1 database.

This would appear to be Amazon in the process of clamping down on duplicate listings by making it against the rules to add your own barcode to an existing product.

 

Understanding Barcodes

A barcode is essentially something called a GTIN (Global Trade Item Number) which is a series of numbers combined with a pattern of parallel lines which can be read using a barcode scanning device.

There are two main types of GTIN you might come across such as UPC (Unique Product Code) predominantly used in the US and EAN (European Article Number) which is the most commonly used in the UK.

Although there are many resellers of GTINs, the only official source is GS1 (Global Standards 1) because they are responsible for setting the company prefix at the start of the GTIN. This prefix is unique to the manufacturer of that particular product, so a GTIN from anywhere other than GS1 is going to have the incorrect prefix.

While reselling barcodes is not illegal, this latest policy from Amazon makes it a grey area at best and represents a potential headache for sellers.

 

Barcodes For Branded Products

It is important to use the correct barcode when selling a product that is not your brand. Failure to do so can result in account suspension or even an out-right ban. The brand owners could even take legal action against you. Using the correct barcodes can save you a lot of time and money in lost revenues in such cases.

If you are having trouble finding the barcode for a particular product, you will have to contact the manufacturer directly as there is no official list for barcodes available to the public.

Amazon can grant exemptions if barcodes do not exist for a product, but you will require a letter from the manufacturer or brand owner to confirm this, which might not always be easy to come by.

 

Barcodes For Your Products

In order to stay on the right side of Amazon’s policies and ensure you don’t end up with a suspended account, it is best to buy your GTINs from GS1 as they are the only ones who can assign your company prefix to it.

If you ever decide to sell your products to other retailers you will likely find they will not accept them without GTINs from GS1, so going down this road can save you trouble in the future.

Some sellers can apply for Amazon’s brand registry program if they do not want to use a GTIN from GS1. Amazon will then give your products a unique code called a GCID (Global Catalog Identifier) meaning you no longer require a UPC or EAN.

 

Barcodes For Bundles

The same rules apply for bundles of products as they do individually. So a bundle of your own products would require a GTIN from GS1 in the same manner as a single item.

Making custom bundles of other peoples products could be problematic as you would need a GTIN from the original manufacturer. The best option is to list only bundles created by the manufacturers themselves, thus giving you access to the correct GTIN.

While it is possible to bundle other manufacturers products under one of your own personal barcodes under the current Amazon rules, this does seem like a loophole that could potentially be closed by Amazon at any point and leave you vulnerable to punitive action. It would seem best practice to avoid this method where possible.

 

Fixing Old Listings

If you have current listings with incorrect barcodes, now is the time to fix them before you end up on the wrong side of a suspension.

You will need to shut down your incorrect listing and re-list with the correct barcode information. While Amazon are focusing more on resellers currently exploiting the barcode system, they will surely begin to focus on private sellers eventually as well.

Getting ahead of the policies and cleaning up old listings will save the kind of time and money that most cannot afford to lose as Amazon seem intent on refreshing their system to make it more customer friendly and less confusing.

Using Profiles To Manage Amazon & eBay Listing Creation

This guide will take you through the process of creating profiles for Amazon and eBay listings.

A profile is a set of specific criteria and actions designed to trigger when certain conditions are met, in this case when something is being listed on Amazon or eBay. You can set these up in various different ways to save you time filling out the same information time after time when creating your new listings.

1. Admin Centre

1. Admin Centre

Click “Profiles (Beta)” from the Admin Centre.

2. Profiles Page

2. Profiles Page

The profiles page shows any profiles you have created previously.

1. You can edit an existing profile by clicking the pencil shaped button.

2. If you want to delete a profile, click the X button beside it.

3. In this case we want to create a new profile. Click the “Add Profile” button.

3. New Or Copy

3. New Or Copy

1. You can create a copy of a previous profile. This is useful if you need to create a lot of similar profiles with only slight variations.

Click the drop down menu to choose which profile to copy and then press the “Copy” button.

2. To create a completely new profile click “On Product Listing”.

4. General Settings

4. General Settings

The first page displays the general tab where you can fill in some information about your profile and set some basic options to determine its behaviour.

1. Give your profile a clear name to make it easily identifiable.

2. Add a brief description about your profile to remind you of its function.

3. Ensure the status box is checked as enabled. This function is useful if you ever need to disable the profile temporarily, rather than deleting it.

4. Set the running mode to “Exclusive profile”. This tells the system that we are using only the one profile for the criteria set. Additive profiles are also useful if you want to use a number of different profiles for the same criteria. If your profiles are set to additive, Cloud Commerce Pro will find matching profiles and run them in order for them to be listed in your control panel.

5. Click “Confirm” to save your choices.

5. Criteria

5. Criteria

1. Click the “Criteria” tab. As this is a new profile, there are currently no criteria displayed for this profile.

2. Click “Add” to begin creating a new criteria set.

6. Criteria Type

6. Criteria Type

Currently the only criteria type is “Product Focused”. As profiles are still in beta, more criteria will be added in the future such as “Customer Focused” or “Order Focused”.

Click “Select” under Product Focused.

7. Criteria Options

7. Criteria Options

A new section will appear at the bottom of the window with various options for setting up specific criteria.

8. Criteria Options – Field

8. Criteria Options - Field

Click the drop down menu below “Field” to see a list of the various things that can be used to help point the profile to a certain element of a listing. What you choose depends on the kind of product you a listing.

For this example we will choose “Product Name”.

9. Criteria Options – Operator

9. Criteria Options - Operator

Click the drop down box under “Operator” to choose one that represents the action required. Below is a summary of the less obvious operators:

> Greater than

< Less than

= Equal to

>= Greater than and equal to

<= Less than and equal to

Like with the field, what you use here varies widely depending on the nature of the profile you are creating. Generally the operators above would normally be used for numerical values.

If you want the criteria to be used when found, but not be a requirement, check the box for “Optional?”.

10. Value

10. Value

1. This is the value that you want the criteria to point to. In this example we are making a profile for motorcycle products, so this will look for anything with “Motorcycle” in the title.

2. Click “Save” to confirm your choices.

More criteria can be added if needed by simply repeating the process.

11. Actions

11. Actions

1. Click the sales channel you want to add actions to for this profile.

2. Click “Add” to start creating actions.

12. Add Action

12. Add Action

You will see a large list of possible actions for your profile. These actions will automate various parts of the listing based on the criteria you have set.

A common action for an eBay profile would be “Set Category”. This allows you to set an eBay category in advance that will apply to all listings that fit the profile.

Click “Set Category” to select it and continue.

13. Set Category Action

13. Set Category Action

1. A search box will display at the bottom. Type in keywords related to the kind of category you want to use and the system will suggest various matches.

2. Select a category from the list.

3. Click “Save” to confirm your selection.

14. Completed Action

14. Completed Action

Your new eBay action will appear in the list showing basic information so you can identify one from another.

15. Add More Actions

15. Add More Actions

Repeat the above steps to add as many actions as required.

Click the X besides an action to delete it if necessary.

Now you can list your items much quicker as a lot of the leg work is being done automatically.

For a detailed explanation of how to list products on eBay or Amazon, consult one of the guides below:

Listing products from your inventory on eBay

Listing Products from your inventory on Amazon

Profiles are an advanced feature and new rules and actions are being implemented, so if there is something you need please speak to the Cloud Commerce Pro support team who will be happy to discuss it.

Mapping Products From Sales Channels

This guide will take you through the basics of mapping products from sales channels.

This process ensures there is a link between the items you see on your sales channels such as eBay and Amazon and what exists on the system.

Mapping is an essential part of making sure you get the most out of Cloud Commerce Pro. If a product is not mapped between Cloud Commerce Pro and, for example eBay, then stock updates (and other updates) cannot happen.

You can choose to map products only when sales happen the first time however please be aware that your stock will not be synchronised until you do map them.

1. Admin Centre

1. Admin Centre

Click “Product Mapping” from the Admin Centre.

The figure in brackets on the button shows how many products require mapping.

2. Product Mapping

2. Product Mapping

There are many ways to map products. You can filter what will be displayed allowing you to focus on one task at a time.

1. Sales Channel – Select the sales channel you want to map from the drop-down menu such as Amazon or eBay.

2. Stock – This drop-down has 3 options:

a) With Stock = Show only listings that have stock.
b) No Stock = Show only listings without stock.
c) All = Show lists with and without stock.

This is especially useful if you have a significant number of listings to map and you want to map only those with stock so you can get your store live as quickly as possible but bear in mind that if you do not map out of stock products and they come into stock the updates will not be pushed the the channel automatically.

3. Mapped Status – Choose between “Mapped” and “UnMapped”. In most cases you are likely to want to ensure you have this set to UnMapped to make it easier to find the listings that still require attention.

4. Matched Type – Choose one of 8 options from the drop-down to narrow your results:

a) New Listings (No Match) = Display only recent listings that have no automatic match on the system.
b) New Listings (Matched) = Display only recent listing that have been automatically matched on the system and require confirmation.
c) New Listings (Both) = Display all recent listings regardless of matching
d) All Listings (No Match) = Display all un-mapped products that do not have a match on the system.
e) All Listings (Matched) = Display all un-mapped products that have a match on the system and require confirmation.
f) All Listings (Both) = Display all un-mapped products regardless of matching.
g) Hidden = Display un-mapped products that have been previously hidden.
h) Clones Pending = This will display any cloned products that I waiting to be pushed out to your account.

3. Mapping Matched Products

3. Mapping Matched Products

If you have a lot of products to map, the easiest way to manage it is to split it into separate jobs. Cloud Commerce Pro makes this easy by automatically matching the barcodes of unmapped products with something on the system, which only leaves you the task of confirming the match.

We will start by looking at only the products CCP has a match for.

1. Click the drop down under Matched Type and select “All Listings (Matched)”.

2. These are the new unmapped listings that have been brought in from the sales channel you are looking at.

3. On this side you can see the product that Cloud Commerce Pro thinks is a match on the system. It is extremely important to remember that this is only a suggestion. Check and compare the details very carefully before determining a match. If you find the suggestion is not a match, click the magnifying glass button to open a search box. For a more in-depth look at the search function, check step 4.

4. If you are confident that the listing and the suggestion match up, click the “Map” button to map the two together. The listing will be automatically removed from the list so you can move on to the next one.

5. This imports a listing in the event of there not being a match. Use this if you are unable to find a match for the product using the search function. While it is altogether possible you have listed an item that is unknown to the system, do use this carefully as importing in this way can lead to multiples of the same item on the system.

***It is important that you only ever have one inventory item for each product in Cloud Commerce Pro at any time, so never import the same product from two different channels. You should import from one and then map to it from any subsequent channels.  Failing to do this will mean you have separate stock levels for the same product in your inventory and will have to spend time merging products afterwards***

6. This is the re-match button which will force the system to check again for a match for that listing.

7. This button will hide the unmapped listing in case you do not wish to map it right now, but would like to move it out of sight. You can easily find your hidden listings by changing the Matched Type to “Hidden”.

4. Mapping Unmatched Products

4. Mapping Unmatched Products

Now we will change the filters to see only items that do not appear to have a match on Cloud Commerce Pro.

1. Click the drop down under Matched Type and select “All Listings (No Match)”.

2. These are the new unmapped listings that have been brought in from the sales channel you are looking at.

3. The search box allows you to enter keywords to attempt to find a match for the listing.

5. Mapping Unmatched Products – Searching For Matches

5. Mapping Unmatched Products - Searching For Matches

1. The keywords you type in the search box will begin to populate possible matches at the top of the screen.

2. If you see a result that matches the listing, you can click “Map Me” to instantly map the two together. As before, check the details very carefully before committing to a map. A lot of listings can seem very similar at a glance, but have subtle variations that make all the difference.

3. If you are unable to find a matching product on Cloud Commerce Pro you can click here to import your listing. While it is altogether possible you have listed an item that is unknown to the system, do use this carefully as importing in this way can lead to multiples of the same item on the system.

4. This is the re-match button which will force the system to check to see if there is a match for the listing.

5. This button will hide the unmapped listing in case you do not wish to map it right now, but would like to move it out of sight. You can easily find your hidden listings by changing the Matched Type to “Hidden”.

6. Bulk Actions

6. Bulk Actions

Due to the intricate nature of the process, it will always be best practice to map products one at a time. That being said, there may be times when you have a large amount of products to map that you are certain you know what to do with. For example, you might be starting a new web-store selling one of a kind handmade products, in which case you can be confident that the listings cannot currently exist on Cloud Commerce Pro and will need importing. You could have thousands of these, which would make mapping them all one by one a mammoth task. In these cases you can use bulk actions to quickly process the mapping jobs. Each listing has a checkbox beside it that can be checked to flag it for use with a bulk action.

Use the filters to display the listings required and hover the mouse over the “Bulk Actions” button.

1. Map All Selected – This will map all the listings checked with the match that Cloud Commerce Pro has found for them.

2. Import All Selected – This will import all the listings checked when you have a large amount of items that do not currently exist on the system.

3. Re-Match All Selected – This will force the system to check for a match for all the listings checked.

4. Hide All Selected – This will hide all the listings checked.

7. Actions

7. Actions

The actions section contains some useful tools and functions when mapping products. Hover the mouse over “Actions” to see the options available.

1. Refresh Current View – This refreshes the current page without resetting the sales channel or filters you have selected.

2. Re-Fetch All Listings – This opens up a menu of various sales channel synchronisation options. See step 8 for a detailed explanation.

3. Check For New Listings – If you recently added something to a sales channel and you want to map it as soon as possible, you can use this to force the system to check for any new listings.

4. Show Import/Export – This will take you to a page that displays the progress of any in-going or out-going listings, useful if you are waiting on a large amount of new listings coming into the system and you want to check how far they have progressed.

8. Sales Channel Synchronisation

8. Sales Channel Synchronisation

This is the menu that is reached by clicking “Re-fetch All Listings” from the Actions menu, as described in the previous step. Use these if you notice a change between a listing on a sales channel and the information on Cloud Commerce Pro so you can bring them back in line with each other once more.

9. Searching For Listings

9. Searching For Listings

You can search for specific unmapped listings if, for example, you have a best seller that needs attention before anything else.

Searching by title is usually sufficient, but you can also search by ASIN (Amazon Standard Identification Number), SKU (Stock Keeping Unit) or barcode if needed.

10. Searching For Listings – Results

10. Searching For Listings - Results

The results of the search appear at the top of the screen as shown above.

1. All – This will display all the listings found for that particular search.

2. Listing – This will display the product range and any variations for that particular listing.

3. Item – This will display only that particular listing, usually representing a single product variation on the system.

11. Un-Mapping Products

11. Un-Mapping Products

Follow the steps below if you need to un-map a product. This can become necessary if you have mistakenly mapped the wrong product and listing for example.

1. Ensure the drop down under Mapped Status is set to “Mapped”. This way only mapped products will be displayed.

2. If you have a lot of items mapped on the sales channel you are using, you will most likely need to use the search function to locate the product you want to un-map. Check the previous two steps for a detailed explanation of the search function.

3. When you have located the product you want to un-map click “Un-Map x” as shown in red.

Woo Commerce – Listing a Product Manually From Your Inventory

This guide will walk you through the steps required to add products to your Woo Commerce website manually.

It is assumed here that you have already added your products to Cloud Commerce Pro. If you needed help with that step, visit the guide below:

http://www.cloudcommercepro.com/add-products-manually-to-your-inventory/

1. Admin Centre

1. Admin Centre

Click “Products” from the Admin Centre.

2. Products

2. Products

Locate the product range you wish to add.

1. Click “Search” to open a dialogue box to start a text search.

2. Alternatively you can narrow the list of products alphabetically and then choose the item from the reduced list.

3. Product Range

3. Product Range

Click “Option Links” to continue.

4. Range Options

4. Range Options

Ensure the product options for Woo Commerce are selected. Which ones you have vary depending on the layout of your website, so you may want to speak to your project manager before setting this up for the first time. Once you have, you can reproduce the steps to add more items.

Alternatively, if you have items already on your Woo Commerce website, you can find them in the same manner you found this product range and take note of which options were selected before applying them to your new listing.

5. Admin Centre

5. Admin Centre

When you have your product options set correctly, navigate back to your Admin Centre and click “Selling”.

6. Sales Channel List

6. Sales Channel List

Navigate to your Woo Commerce sales channel and click it. These are usually named after your company name followed by “Woo Commerce”.

7. Search

7. Search

Click in the search box and type the name of the item range you wish to add.

8. Search Continued

8. Search Continued

If you are unsure of the exact name of the item range you want to find, simply type a keyword that should be contained in the item range description to view a list of products matching it.

Click the product to continue.

9. Products

9. Products

You will be taken to the location of the product. If the product does not exist on the sales channel so far, a button to add it will be shown.

Click the “Add” button to continue.

10. Edit Product

10. Edit Product

A window will display allowing you to view and edit some of the details of the product range before committing it to your website.

1. If needed you can set pseudo stock levels for a product and it’s variations from here. Pseudo stock can be used to publish more stock than you have or even to show a lower level than you carry, perhaps to create urgency. For a more detailed guide on pseudo stock click here.

2. The net or gross prices for each variation can be set. When one is changed, the other will automatically update to match it.

3. Click “Save” to continue and begin sending your product to Woo Commerce.

11. Uploading To Woo Commerce

11. Uploading To Woo Commerce

A new window will appear as the upload to Woo Commerce begins. Although the information is already pre-populated, there are some changes that can be made.

1. This is a list of the product variations for this particular listing. Clicking each one will allow you to alter details of them separately.

2. This is the title for the product range and applies to all of the variations.

3. This allows you to give each variation a unique name.

4. Depending on the products you are listing, you want a unique description for each variation.

5. Some variations may differ in price to the rest in the range. This can be set here.

12. Uploading To Woo Commerce Continued

12. Uploading To Woo Commerce Continued

Scroll to the bottom of the page for more options and information.

1. You can upload more images for each variation by pressing “Upload”. To delete an image, hover the mouse over it and click the X button.

2. This is the operation queue which shows you that your product range is in the process of being added to Woo Commerce. Refresh the page with CTRL+R to check on the progress.

3. Click “Add Multilisting” if you changed details of them items above. This button will only appear before the product range has completely listed on Woo Commerce. If it has already gone through, click “Sync Listing” which will appear in its place (see step 13 for more info).

13. Completed Listing

13. Completed Listing

Here is an example of a completed listing.

1. When the product range has finished listing, green ticks will appear next to each variation.

2. Click “Sync Listing” to update the listing with any changes you have made such as details, titles or prices.

3. Click “View” to see your listing on your Woo Commerce website. It is advisable to do this in order to ensure you have setup everything to display the way you want it.

4. Click “Remove” if you no longer want the product range listed on your Woo Commerce website.

14. Admin Centre

14. Admin Centre

You can visit the Action Queue to check the status of your listings.

Navigate to your Admin Centre and click “Action Queue”.

15. Actions Queue

15. Actions Queue

The actions queue displays all listings starting with the most recent. Use the filter options in the drop down boxes at the top to narrow down the listings.

1. This shows the status of the listing. A green tick means it has completed, an amber cross indicates a listing has timed out and a red cross shows a listing has failed.

2. Click “More” to expand the selected listing for more detailed information as well as the option to view the listing.

Configuring Outgoing Email With The SMTP Server

This guide will show you how to configure your outgoing emails with the SMTP server at Cloud Commerce Pro.

1. Configuration

1. Configuration

Click “Configuration” to continue.

2. Letters

2. Letters

Navigate to the options menu on the left of the page.

Click “Letters” to expand more options.

Click “SMTP Servers” to continue.

3. SMTP Server List

3. SMTP Server List

In the example above there are two SMTP Servers already added. If this is your first time setting this up, this area will be blank.

Click “ADD SMTPSERVER” to continue.

4. Edit SMTP Server

4. Edit SMTP Server

1. Name – This is the name which you want the server to be identified as and is personal preference, but it is a good idea to name it something to remind you that this is the server for Cloud Commerce Pro.

2. SmtpServer Type – For outbound mail this should be left as “standard”.

3. Address From – This is the email address you want to appear on your outgoing emails. This would be one of your Cloud Commerce Pro email addresses which typically start with things like “sales” or “support” followed by your company domain.

4. Server Address – This is the specific SMTP server address for you on the CCP server. This is usually starts with something like “mail” followed by your company domain.

5. Server Port – This is the specific server port for the CCP server. Typically usually it is 25 or 487.

6. Authentication Username – This is the username you would normally use to log into CCP.

7. Authentication Password – This is the password you would normally use to log into CCP.

8. Require SSL? – Most providers do support SSL, so this would normally be left ticked.

9. Display Name – This is the name that will display when people receive your emails and is personal preference.

10. Reply to Address – This is the address you would like replies to your emails to be directed towards.

If you are unsure about any of these details, contact your project manager here at Cloud Commerce Pro and we will be more than happy to help.

Once you have filled out all the fields, click “Save” at the bottom of the window to confirm your choices and return to the previous screen.

5. Testing

5. Testing

1. A newly created server profile will show a red cross under the “Test” column to indicate that it either hasn’t been tested, or it failed a test.

2. Click the “Test” button to continue.

6. Test Email

6. Test Email

A small window will pop up. Enter a working email address that you have access to in which to send a test email.

7. Success

7. Success

1. If your server profile has been configured correctly “Success” will show at the top of the screen on a green banner.

2. If there was a problem and you need to go back to your server profile to change something, click “Settings” next to the server you wish to alter.

8. Triggers

8. Triggers

You will also need to alter your triggers to use the SMTP server.

Navigate back to the options menu on the left of the page and click “Letters” to expand more options. Click “Triggers” to continue.

9. Template Triggers

9. Template Triggers

Search the list of various triggers for ones set with the “Email” method.

Click the “Filters” button to begin editing the trigger.

10. Filters

10. Filters

At the bottom of the window, click the drop down under “SMTP Server”.

11. Servers

11. Servers

Any servers that were configured in the previous step will appear in the drop down box. Click the server you want to use to select it for that trigger.

Repeat this process for all of your email triggers.

Cloud Commerce Pro API – Get Sales Channel Stock Levels

This guide will give you all the information you need to get sales channel stock levels in various ways using the Cloud Commerce Pro API. All of these functions will show the base stock level as well as the pseudo stock level. 

Product ID

To get stock levels of a sales channel based on the product ID call the getProductByID function.

Endpoint

http://wcfccpservicesbase.cloudcommercepro.com/CCPApiSalesChannelService.svc

Call

getProductByID

Parameters

Sales Channel ID = This is a required field.

Start = begin at this position e.g. 0 = start at beginning of list.

End = end list at this position e.g. Start =0 , End = 50 would mean get the first 50 products. You would then call Start = 51 End = 100 etc.

Request

Response

External Product ID

To get stock levels of a sales channel based on the external product ID call the getExternalProductByID function.

Endpoint

http://wcfccpservicesbase.cloudcommercepro.com/CCPApiSalesChannelService.svc

Call

getExternalProductByID

Parameters

Sales Channel ID = This is a required field.

Start = begin at this position e.g. 0 = start at beginning of list.

End = end list at this position e.g. Start =0 , End = 50 would mean get the first 50 products. You would then call Start = 51 End = 100 etc.

Request

Response

Manufacturer SKU

To get stock levels of a sales channel based on the manufacturer SKU call the getProductByManufacturerSKU function.

Endpoint

http://wcfccpservicesbase.cloudcommercepro.com/CCPApiSalesChannelService.svc

Call

getProductByManufacturerSKU

Parameters

Sales Channel ID = This is a required field.

Start = begin at this position e.g. 0 = start at beginning of list.

End = end list at this position e.g. Start =0 , End = 50 would mean get the first 50 products. You would then call Start = 51 End = 100 etc.

Request

Response

Barcode

To get stock levels of a sales channel based on the product barcodes call the getProductByBarcode function.

Endpoint

http://wcfccpservicesbase.cloudcommercepro.com/CCPApiSalesChannelService.svc

Call

getProductByBarcode

Parameters

Sales Channel ID = This is a required field.

Start = begin at this position e.g. 0 = start at beginning of list.

End = end list at this position e.g. Start =0 , End = 50 would mean get the first 50 products. You would then call Start = 51 End = 100 etc.

Request

Response

All Products

To get stock levels of a sales channel for all products call the getProducts function.

Endpoint

http://wcfccpservicesbase.cloudcommercepro.com/CCPApiSalesChannelService.svc

Call

getProducts

Parameters

Sales Channel ID = This is a required field.

Start = begin at this position e.g. 0 = start at beginning of list.

End = end list at this position e.g. Start =0 , End = 50 would mean get the first 50 products. You would then call Start = 51 End = 100 etc.

Request

Response

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