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Ecommerce checklist

The document outlines a comprehensive ecommerce checklist covering essential aspects such as product management, user registration, campaigns, payment, shipment, order confirmation, and integration. Each section details specific requirements, synchronization methods, and necessary fields for effective ecommerce operations. The checklist serves as a guide for setting up and managing an ecommerce platform efficiently.

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dorofey
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3 views

Ecommerce checklist

The document outlines a comprehensive ecommerce checklist covering essential aspects such as product management, user registration, campaigns, payment, shipment, order confirmation, and integration. Each section details specific requirements, synchronization methods, and necessary fields for effective ecommerce operations. The checklist serves as a guide for setting up and managing an ecommerce platform efficiently.

Uploaded by

dorofey
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Ecommerce checklist

Products
1. Document type
a. Doctype name
b. Required fields
c. Synchronization (none, excel/csv, erp)
d. Fields to be synchronized, and fields to be kept for manual change
2. Images
a. Upload via ftp, sync (finn, webmegler etc.), mediamanager/filemanager
b. Image name pattern if uploaded via ftp (i.e ARTICLENAME_NUMBER.JPG)
c. Attachment to product doctype (not set to doctype, media/filegallery/input)
d. Main image, multiple images
3. Documents
a. Own doctype, required fields
b. Upload via ftp, sync (finn, webmegler etc.), mediamanager/filemanager
c. Document name pattern if uploaded via ftp (i.e ARTICLENAME_NUMBER.EXT)
d. Attachment to product doctype (not set to doctype, media/filegallery/input)
4. Price
a. Price field(s)
b. Discounts (static field, static field with date, etc.)
c. Custom pricing
d. Campaigns
e. Sync types
5. Variations
a. Grouping field/main product
b. How to display price (based on main product, min/max)
c. How to display out of stock
6. Stock management
a. On a document
b. Fixed/updated through sync
c. Adjust on order confirmation/cart/etc.
d. Show products based on stock info (hide, disable purchase,coloring)
7. Related products
a. Related product field (comma separated, document.array)
8. Search
a. Searchable fields
b. Filters
c. Facet-based search

Product groups
1. Taxonomy(s)
a. Synchronization
b. Additional fields, own document type, visibility
c. Product relation to parent taxonomy(s)
d. Filtering taxonomies, cross taxonomies, front page

User
1. Required fields, login field (email, username, id)
2. Billing/shipping addresses
3. Registration/edit info, addresses
a. My page
b. On order creation
c. After order creation based on payment gateway provided info
4. Forgot password functionality
5. Synchronization one way/two way, how to sync web created users (order
completion, everyone, use single web user)
6. My page
a. See 3.
b. Order history
7. Whish lists

Campaigns
1. Code based
2. Product group/product based
3. Stock based
4. Purchase amount based
5. Time based

Payment
1. Payment types
2. If multiple, how payment is going to be chosen (checkbox, criteria)
3. Info sync/registration if payment provides it

Shipment
1. Shipment types (fixed, criteria based, bring, logistra)
2. How shipment is going to be chosen (checkbox, criteria)

Order confirmation
1. Information needs to be provided (order, user, payment, shipment)
2. Separate templates for user, customer, CCs/BCCs

Integration
1. Type of integration (Integrator, Amesto, Uni, Finn, WM, Excel file)
2. Info is going to be synchronized (one-way/two-way)
a. Users
b. Products
c. Product groups
d. Pricelists
e. Discounts
f. Orders
g. Invoices
3. Fields can/must be synchronized
4. Connection b/w products and product groups (field based, taxonomy)
5. How often sync should be performed
6.

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