This chapter applies only when the commerce module is on and this account has commerce permission.
Commerce splits into sub-features. Each one is licensed by the platform. You cannot turn them on yourself:
| Sub-feature | What it is for |
|---|---|
| Online purchase | Cart, checkout, payment, orders |
| Inquiries | Inquiry sheets, quotes from the admin, the customer’s reply (no online payment) |
| POS | A full-screen counter register in the admin (cash, an external card, or online pay). It is a separate checkbox. Turning on commerce does not turn it on. |
A site may have only some of these. The sidebar and the public buttons follow the license.
If you also have online design (Web-to-Print), see Online design. For the counter, see Use the POS register.
What this module does
Visitors browse products on the public site. Depending on the sub-feature, they can add to the cart and check out, or add to an inquiry and send it. You manage products, orders or inquiries, and store settings in the admin.
Usual public paths:
- Shop:
/shop - Cart and checkout (needs online purchase)
- Inquiry sheet:
/inquiry(needs inquiries)
A page can also link or point a section at the shop. The page editor can insert a product list (picked products), product categories (category cards that open that category in the shop), or a category hero (categories on the left, a carousel in the middle, links on the right). See Manage product categories.
Main admin entries
Typical items under Commerce:
| Where | What it is for |
|---|---|
| Product management | Add and edit products. See Publish a product |
| Categories | Manage product categories |
| Order management | Work an order (needs online purchase; you can also filter the POS channel) |
| Open POS | Use the POS register (needs POS) |
| Inquiry management | Inquiries, in brief, Work an inquiry |
| Store settings | Store and checkout, Set up payment and invoices |
| Member tiers | Set member tiers (needs online purchase) |
| Customers | Shop customers |
Who can do what
| Capability | Default |
|---|---|
| Products, orders, inquiries, ordinary store settings | Owners and editors can write |
| Payment credentials and keys such as ECPay | Usually the owner only (editors do not have this by default) |
If a payment error appears, or the credentials will not save, use an owner account, or ask the owner to change the permission.
Check this before you go live
- Follow Publish a product and Manage product categories: title, category, sales mode, and published state.
- For products that need options or a quote, run one public quote with Set options and pricing.
- Check the cover and the gallery order with Set product images.
- Online purchase: finish shipping and credentials with Store and checkout and Set up payment and invoices, then place one order (Work an order).
- POS: with Use the POS register, confirm Available on POS is on, and test cash and card. If you want online pay at the counter, confirm payment too.
- Inquiries: confirm the sales mode and the quote flow in Work an inquiry.
- Can you reach
/shopfrom the public site and the menu? If you use inquiries, also try/inquiry. - Notifications: Store settings → Notifications. For member discounts, see Set member tiers.
Indexing the shop and products
- If the site has no published product,
/shopis marked so search engines are discouraged, and it is left out of the sitemap. - A single product can turn off “allow search engines to index” in its SEO block (on by default). See SEO for the whole site.
Related
- How modules are turned on
- The public sign-in and member area (buyers often need to sign in to see orders or inquiries)
- Members, in brief
- Brand and basics, in brief
- Work an order
- Set up payment and invoices
- Email notifications