setting up a shop: transcript

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Friday, 15 November 2013

Drupal 7 / Ubercart Video Tutorial 10 of 10: Launcing your sitem Ubercart Reports, Drupal Themes and Add-on Modules

Hullo and welcome to the tenth video tutorial in this ten part video tutorial series about creating ecommerce sites using Drupal and Ubercart. I am Peter Yaworski, the Toronto website developer specialising in Drupal. Like all the video tutorials in this series, this is brought to you as a collaboration between myself and the Ubercart.org team who thought it would be a great idea to have a video tutorial series out there to help people get their ecommerce sites off the ground. [00'21"]

So, just before we finish-up, we are obviously going to covering going-live. We are going to be looking at some reports. And then we will check-out taking your site to the next level.

Next series: cron developer tools, a theme, ssl connections, mass product import, and views.

Just recently, Ubercart and I started having some conversations, and we have decided to move forward with the second video tutorial series, in which we are probably going to look at things like theming - theming your site - so we will look at less css [style sheets]; we'll probably look at some cron developer tools, we will probably walk through a theme that we are going to show you here, which was specifically developed for Ubercart. Then we will also be stepping into the world of ssl, so how to secure your site if you going beyond [the option of] Paypal. We will be looking at modules like feeder modules to import masses of products: if you have a few thousand products you obviously don't want to create those one at a time. The feeds module will help you out with that, so we will probably have a dedicated video on that. We will also be looking at some advance Views - how to use the Views module. Obviously, being the most downloaded module, that is something pretty important.

Oopps! I forgot to show you how to update your site in this tutorial (ie Drupal core and modules). This will definitely be the first topic in series 2.

This Ubcart video tutorial series

So that will be coming out, hopefully pretty soon. I look forward to it. But, until then, this is just a brief re-cap on this series. In video one we first configured our server, created the database for drupal, created a database user, uploaded our site and got Drupal installed. Wham, bam, thank you ma'm.
In the second video tutorial we talked about stepping back from our site to talk about some common Drupal terminologies including blocks, themes, modules, nodes: just things that you are going to need to know when you are in the Drupal world.
In the third video tutorial we started looking at some module functionality. Such as looking ad Drupal.org, looking at what you need to know. Downloading those modules and getting them up onto our site.
In the fourth video tutorial we started configuring those modules. That was everything but Ubercart [which is a module]. Specifically we looked at a lot of search engine optimisation, so, if you have not watched that video tutorial, go back and look at it because you want Google to drive traffic to you.
In the fifth video tutorial we started looking at Ubercart itself, and configuring some minor changes. I don't know - store name, your store email address, that kind of thing.
Then we stepped into the real vegetables of everything in video tutorial six, where we started looking at configuring shipping quotes, flat rates, paypal, taxes.
And then we took that a step further in video tutorial seven, where we began configuring products. We have shippable products, purchased roles, downloadable products, and we looked at the catalog that starts, or rather comes with Drupal.
In tutorial 8 we took a sidestep and we started to look at the world of Views. We looked at taxonomy term pages with the Views modules and then started looking at [the question] "how do we do that for our catalogue?". And obviously Views is pretty powerfull; it is the number one module downloaded. So there is a lot of power there, and that is actually something that is being incorporated into Drupal 8 which is pretty exciting. So, with the next major release of Drupal, you are going to have Views in there [the core code]. So: a good thing to know how to use.
In the previous video tutorial - video tutorial 9 - we looked at product kits, store stocks, order states. Just getting a little bit more of a fine-grained control over our website before we launched. So that takes us to video tutorial number ten we are actually launching. So that is pretty exicting. [03'11"]

Transcribed videos: -
[Drupal 7 / Ubercart video tutorial 6 of 10 showing how to set UPS, Paypal, and conditional taxes]
[Drupal 7 / Ubercart video tutorial 7 of 10 showed how to use the default catalog module]
[Drupal 7 / Ubercart video tutorial 8 of 10 showed an alternative flexible method of showing a catalog]
[Drupal 7 / Ubercart video tutorial 9 of 10 shows how to use product kits, stock, and order states]
[Drupal 7 / Ubercart video tutorial 10 of 10 shows a simple checkout, reports, and suggests a theme]

Simplest payment method: a remote-hosted checkout such as Paypal Payment Express

>store >configuration >checkout

So, to jump right into that, the major things we are going to have a look at are payment methods.
So we will go over to >configuration and we will have a look at the payment methods that we have setup right now. So right now we have Paypal Payments standard. This is the actual checkout where a customer is providing information on your site. Now, if you do not have ssl set-up, it might not be a good idea to do this, because you are actually taking personalised information on an unsecured page. So what I prefer to do when I am doing paypal and I do not have an ssl installed is just to have Paypal express checkout.

The way that you do that is to go to
>store >configuration >checkout
Here we have enabled checkout. [checkbox: Enable checkout. Disable this to use only third party checkout servicesn, such as PayPal Exress Checkout of Google Checkout} So if we disable this, we can only use third parties like the Paypal Express Checkout. So, I tend to do that. [[save configuration]

It is a personal preference, however there are some concerns about collecting personal information on an unsecured page. It is entirely up to you: this provides the option to do that.[4'45"]

So now if we step back, over to our >payment methods, we can go and - we may as well uncheck that cand [save configuration] - and now we can go to the
[link in a line of text "settings"
settings for paypal express checkout. Now, if you remember, we were using the sandbox. So we want to change that [dropdown menu, live or sandbox] to live. At the same time we want to make sure that our paypal email address is updated. [5'00"] So: I am at torontowebsitedeveloper dot com. And then my API credentials [from a box of three text boxes ] these are all on my test site. So, what you are going to do is to log in to your live account. It is going to look something like this. It will be in "my account" [tab]. And you awnt to go to "profile. Then when you are in profile you want to go to "my selling tools". Here you are going to have API access, so you are going to hit "updtate". This will typically say, you know, we need to verify your account, so once you have verified that, you are going to come here and you are going to request API credentials , and then it will actually provdie you with your API information. Then you will take this, and you will copy it back to your site. So once you do that you are going to have [5'53] live server, you are going to have your [api] username, password, and signature. Here you are going to use the credit card submission form. This ensures that when users are checking-out, they don't have to have a paypal account, and then these [check] boxes here ...
...these are what is going to show up after the user provides their payment. So they will be brought to your site. back to your site and you will see these boxes.

we do have shipping options, so we want to be able to allow the user to check that
we don't want them necessarilly to have a company name, because not everyone is going to be associated with a company
we do want a contact phone number
and we are going to allow them to enter some comment text
so we will go ahead and [save configuration button]

now I'm just going to put my [site] back to sandbox [dropdown option] because I am obviously not going to be doing all that.
And so we are good.

The next thing that we are going to check-out [consider] is our actual shipping quotes and making sure that our actuall UPS module is configured to "live". So we do that but - obviously - having our information here. that we got from UPS when we were setting-up our account.

We are actually going to put our server mode [drop down on this page] into "production". And then we would [button] save our configuration [7'00"] and that way our link-up with UPS is complete. We are essentially live on payments and shipping. So that's that. Once you do that, your site is live and ready to go.

Testing with a real $1 order

What I personally like to do, once I have done that, is actually test an order. So I do that using Chrome. I hit control+shift+N and this will bring-up an in private browsing screen. The reason why I do that is because I like to keep my logged-in site , in case I need to change something, but also to be able to have the anonymous user browsing experience. So here I will go back to uc.torontowebsitedeveloper.com , and now it doesn't recognise m e as being logged-in. So, once I do this, I will go ahead and I will [add to cart]

Sorry. Before I do this, I usually change the product [price] to $1. So I would come in here. I would go to super saver. Edit this product .... looking at the product kit there. Super awesome product. Edit this. [sell price]. And we will make this $1. You will just want to note what your original price is. [save] The reason why I do this is because (ha- we need a product type. Of course] The reason why I do this is because I always like to walk through, actually ordering a product from an anonymous user point of view, to make sure that we don't have any errors. So I will actually go forward and pay paypal, complete the order, and do the full payment processing, to make sure that I understand the user experience, and that there are no hidden issues throughout that [experience] that I might not be aware of if I do not actually complete an order. Because it is only $1, paypal is going to take their 33 cents from me, but I am going to have that peace of mind that the site that I am building - either for myself or for a client - is working properly. So I am going to go ahead and [add to cart]. [9'06"] Obviously you want to do this before you actually launch the site or make it accessable to people because you don't wan them buying a product for one dollar. Or, do it in the middle of the night. So, here I am going to do this with a test site. I am going to walk you through, just so you can see what it looks like. But you would obviously be doing this on a live site. And checking out. [9'30"] Alright. So you go ahead and continue. And this is what I was referring to before when we configured that checkout-page. We have configured paypal so that they bring us back here. Here is our contact phone number that we are going to enter. [order comments] "great site, looking forward to recieving my products". [button: continue checkout] Finalise by submitting. [button: continue order] There we go. So we are going to return to the front page. Now, if I minimise this, [10'21"] I can go back, checkout [consider] my store orders, and I can see here that I have got a dollar; I can go into my actual order settings, checkout what is going on, and I can go and I can finalise the payment, and we are good to go.

So: that is walking you through the order. I highly recommend that you do that just to check that nothing is problematic. Obvously, now we would go through, finalise the transaction, notify the user, make sure that she knows that everything is working properly, but you can do all that [without a video]. So that's it. Once you do that, you are live. You are ready to go. Your site is online. So: in the afternoon that it took you to watch this entire video tutorial series , you went from nothing but having Drupal and Ubercart to having your ecommerce site online and that is the power of using ubercart and using Drupal, and leveraging the drupal community. [11'20]

Reports in Ubercart

>store >reports >customer reports

The last thing that I want to show you, just quickly, is - I lie: a couple of things I am going to show you.
The last thing about Drupal is reports >store >reports >customer profile [for example]
thiese are pretty nifty; pretty handy. You can actually checkout here. These are the different customers that have placed orders, right? So you can see that I have got one order showing zero because we have just created it and we have not actually finalised it. Zero products because not completed - right? I am not entirely sure why I am seeing my name twice here. Obviously the customer is different. But it is the same information. So if anyone has got any thoughts on that, leave a comment; let me know. I just could not spend the time trying to figure it out

Ubercart products report

In terms of some of the other - some of the other powerful reports that you have got: you have got your products report. This is nice when you really start selling on Ubercart. . because you can see how your products are doing, what is the highest selling, as opposed to - you know - the worst selling. It also breaks it down by your specific SKUs, so, if you remember, we had Pete's CD Y: that was yellow. If we look down here we have [12'17"]
aanother CD so if we want to compare different colours, to see what is most effective, it is possible to do that. We also have the ability to customise these reports, so if I want to look at specific dates I can do that. If I want to look at a particular comment, or whether it is pending, or, you know, mayber there is something: people are abandionding the checkout because they have got to see - on certain products: you now - why is that?

Ubercart sales report

From there we have got the sales report. Obviously a very important report where you can actually checkout your dollars over the years, and where our orders status is at, so we can checkout how many are abondoned. So if we have an issue going on here, we can start looking at that process: why are people not understanding; why are they leaving? There has got to be something there. So we can really nail that down. Again, you have the opportunity there [13'00"] to customize these reports and look at things specific to what your needs are. Specific months. Specific years. And the order statuses, right? Probably not earth-shattering, but the last thing I am going to show you is the sales tax report. Remember we set up our tax report for Ontario HST [Ontario HS Tax] So you can see that if we look back here, I have got my total taxable amount and the total tax collected, mainly for when you are doing your income taxes. So those are pretty much the reports. Pretty straight forward. Nothing too earth shattering. Hopefully they help. I just wanted to touch on them because obviously they do come with ubercart and they are helpful, so you should know about them.

A theme for Ubercart

Last thing: we will just head over to Drupal.org. Like I said, there is a couple of things that I want to show you here. Go over to https://drupal.org/project/adaptivetheme. Adaptive theme. We have been using Bartik [the name of a theme]. Drupal Core is kind of ugly to be honest with you. And if you look at it: you know you are looking at a Drupal site. Not necesarily something that you always want to have. So what I have gone ahead and got Adaptive Themes [14'03"] It is a kind of a base theme that you can use, and make sub themes off of it. A sub theme that has been created is called the AT commerce theme. If you want to go ahead and download this x.3.1 version, you can upload that to your site slash sites /all/themes , just as we did with our modules in our fist video tutorial or second or whatever it was [the admin user interface allows you to install these things without thinking about uploading and doanloading nowadays as well] You are going to get the Adaptive Theme, and you are going to get - er - AT-commerce , and you are going to download this one as well. So I have gone ahead and I have done that. So we will step over to our >appearance, and you will see that I have got AT Admin AT Commerce AT Core, AT Sub Theme - right? This all comes with the adaptive theme . So I am going to enable as default the AT Commerce [15'01"]

So now, if I go back to my home page, I have just drastically changed the look and feel of my Ubercart or my Drupal and Ubercart site, simply by enabling this new theme. I can click into my product here. I can see that it is theming different things. It has got a different look and feel. [Baily the dog looks very fetching] That is the power of Drupal. You can go on to... - just as you have got modules, you go to these themes, and you can checkout those themes that you like, and that have a different look and feel, and [going to a theme called Binelli ] here, - oh: not a good image - but this is the look and feel that I can install just by enabling a module. Then I can start tweaking it and playing with it. I just wanted to give you a flavour of that because this AT Commerce theme is specifically designed for Ubercart, and it has a lot of powerful things. I am not going to walk through it here, but we are going to be looking at it [or walking through it] in series two. Take a look at it. Maybe you want to play with it.

Responsive: works on a mobile

The one cool thing that I like is this responsive theme: so you can see that my image here [of a the dog Bailey] is shrinking. If I stretch this [browser frame] out, obviously it has gotten [german english] out to the large size, right? So that is pretty cool. That is a mobile friendly web site., that you have, just by installing a new theme.

Lastly, as I mentioned before, the power of Drupal is that there is this community that is (kind of) helping you out. You can go here and you can [16.36] I go to download and extend; I look at my module categories, and you will see that thre is an e-commerce category. If I click in to that - what is your first module that you see right there? Ubercart. Super-powerful! And then there are a lot of cool modules that I can add-on there. So if I wanted to add-on "recurring payments and subscriptions", I can do that by grabbing tha module [...] enabling it [17'00"] and then more often than not you will see that there is documentation and that is going to help you walk through and in eenabling some of these things. So that is one good one. If we go to the second page, I think there is UC Variable Prices on there. You will see that UC Variable Price is good for donation sites. If you want a person to pay what they can, enable this module, and you are "off to the races", right?

Fedex has a shipping module too

You have also got FedEx Shipping . We have done UPS but if you have a Fedex account you can download this module and install that, right? [ in the UK: there is no Royal Mail support for such stuff and best prices depend on other couriers as well as Royal Mail. Royal Mail is best for export, but that depends on converting a customer's country to shopping cart that makes it obvious or default to say which of the four Royal Mail zones she lives in. No such module exists. One advantage of Ubercart here is that it does not have a lot of higly paid staff claiming that it works "out of the box", because neither Ubercart not Commerce is good for UK shipping; it is a question of finding the least bad for complex work-arounds, and a smug sales person saying that something works "right out of the box" just makes the problem more frustrating for users of Commerce.

And then lastly what we are going to the checking out [viewing] in the second [video tutorial series] is [module Ubercart SS. A super awsome module. Enable that and it will secure your pages. Obviously a huge Caveat here: it does not work with the overlay module. I am not too fond of the overlay module, but if you are, and you use it, you are going to have problems there.

That's it! That is essentially the video tutorial series. I have kind of walked through everything; I have given you the recap on what this is all about, so hopefully this helps you. Hopefully your site is launched and is making you a little money. And we will see you [lie: it is a one way camera] in video tutorial series number two which should be coming up pretty quickly. Take care.

[Drupal 7 / Ubercart video tutorial 6 of 10 showing how to set UPS, Paypal, and conditional taxes]
[Drupal 7 / Ubercart video tutorial 7 of 10 showed how to use the default catalog module]
[Drupal 7 / Ubercart video tutorial 8 of 10 showed an alternative flexible method of showing a catalog]
[Drupal 7 / Ubercart video tutorial 9 of 10 shows how to use product kits, stock, and order states]
[Drupal 7 / Ubercart video tutorial 10 of 10 shows a simple checkout, reports, and suggests a theme]

Blog on a single page from Veganline.com the vegan shoe shop

Saturday, 26 October 2013

Drupal 7 / Ubercart Video Tutorial 9 of 10: Creating Product Kits, Store Stock and Order Status

http://www.ubercart.org/docs/user/30436/ubercart_3x#S1E9
[related: https://veg-buildlog.blogspot.com/2015/07/shopkeeper-puzzle-how-products-are.html which is about attributes from a stall-holder's point of view]
In the 9th Drupal video tutorial of this series, we continue developing our Ubercart site by

configuring product kits,
setting up store stock and
looking at our order states.

This is the final video tutorial before we actually test our site and push it live.

http://www.youtube.com/watch?v=cX8wpEzhFt8

[Drupal 7 / Ubercart video tutorial 6 of 10 showing how to set UPS, Paypal, and conditional taxes]
[Drupal 7 / Ubercart video tutorial 7 of 10 showed how to use the default catalog module]
[Drupal 7 / Ubercart video tutorial 8 of 10 showed an alternative flexible method of showing a catalog]
[Drupal 7 / Ubercart video tutorial 9 of 10 shows how to use product kits, stock, and order states]
[Drupal 7 / Ubercart video tutorial 10 of 10 shows a simple checkout, reports, and suggests a theme]

Hullo and welcome back to the ten part video tutorial series on using drupal for ecommerce with ubecart. I am Pete Yarorski, the Toronto website developer specialising in Drupal, and like all the video tutorials in this series, this is brought to you in a collaboration between myself and the Ubercart.org team.

Following-up on the previous video tutorials....
We have gone-ahead and created our site. [0'23]
We are pretty close to having it finished and launched. [0'25"]
But there are still a few things we need to cover, which include
-setting up product kits, and
-stock notifications .

In this video tutorial, I hope without talking too long, we will cover
-checking-out an order, and covering the
-order status workflow [from a shopkeeper's or a programmer's point of view].

So, with that [introduction], let's dive right into it [the rest of the video].

Product Kits

The first thing we are going to do is take a look at setting-up product kits. [00'46"]

If you are not familiar with product kits: essentially what they are is an item in your store that will pull-in various Ubercart products that you have already created, so [for example] you can specify two products [as a customer] and specify that specific discount for your customer [as a shopkeeper or developer]. [01'02"]

I'll show you that in a quick second, but, just briefly, we can go to [admin] store>configuration>products>product kit settings, and we can set the default for when we are setting up a product kit.

The three different options are essentially that you can create a

unit, and not list the components when you check-out, or
product list and components when you are checking-out, or
put all the parts in to the checkout and let people choose individual parts as they want to.

We are going to leave it [the default setting] as a unit and let people see the individual productst as they order. [1'30"]

Now, to add a productkit to our site we are going to
content>add content>product kit
Just briefly - when we do this: remember that we have set-up our specific urls when we went to
configuration> search and metadata > url aliases > patterns
We set these up for product kits as well, so if you don't have the proper-looking url down here at the
content>add content>product kit> ?create product kit?>pathauto settings [near the bottom of the page on the left], you can go over there and set that up.[01'56"]

Now this:
[name in the name box] will be "Super Saver"
[description in the description box] "buy two products and save big"? - I dunno. Give it a proper description, based upon what you are actually creating, but, again, for this video tutorial we are not going to do that, and,
[image in the image box] as always, we are going to put Bailey [the dog picture] up on our site.
[How is this product kit handled by the cart?
-as a unit
-as a unit; list individual products - default option
-as individual products] We will leave this as the default settings.[2'21"]

[Products
-download of purchase
-Pete's awesome product
-Pete's super awesome Drupal book
-Pete's super awesome T shirt] And what they're going to get - any customer that purchases this kit - is going to get our Drupal book and a Drupal T shirt. [because they are highlighted on the form][2'26"]
[list settings] We don't have to change the list settings.[2'32"]
[shipping settings] Interestingly we don't have to change the check-box for "make product shippable"
So you'll see, when I save this, that I will get an error-message. I will explain that to you when we do that.
[menu settings]
[meta tags] Beyond that, you know, we can add some seo tags.
[revision information]
[url path settings]
[xml sitemap]
[comment settings]
[authoring information]
[publishing information] The rest of this ought already to be set-up

[published]
[promoted to front page] We just need to promote to the front page so we can see it.
[sticky at the top of lists]

So, now we have got our image up there, let's go ahead. We will press save and continue.[2'54"]

[Notice: undefined index. shippable in uc_usps_product........line_134. ] Here is the error message that I warned you about. It is usually in relation to an undefined variable.
So looking at line 134 of this module's code, it just relates to the form of code for UPS [United Parcel Service], it just relates to
the form settings: whether or not "shippable" is set. Because the "shippable" setting is not enabled for a product kit, it looks as
as though [that is why] we are getting that error. If you ran into something like this, it would be a good time to post an issue on Ubercat's
mainenance page on Drupal.org. I have not gone-over to check whether this might be already addressed, or already pointed out: that kind of thing. So: it won't affect
us, but if you are doing this, and you get that error message, that's the issue.[3'36"]

The reason why we are not pressing "save and continue" is that we have the opportunity to apply discounts here.
So if we bought these two individual items, our total would be $109, but if we want to add a heavy discount here for users, we can do this:
[Total price box]$70.
We'll make that $70, and then if we press "save and continue", that discount is applied to both products. Not necessarilly evenly, but we can change that if we like to.
Actually, it looks like it [the default reduced price on each item] is probably a percentage of their costs, so it could have been applied evenly.
Obviously, you can change around the quantity and the discounts if you want to, but now we can go over to preview.

And of course we get tonnes of errors. This is not necesarilly a good thing. We don't really need to preview; I meant that we can go to view.
There when we are reviewing the product, we see $70. The two products that we are specifically getting here, the image for our product, and then we had an attribute on the awesome book, so we can choose whether to use that as well. We will go to yellow.
[add to cart button] And now if we added this to our cart we can see here that we've got $70, we have got the colour yellow, and our two products are listed.[4'46]
So that is creating a product kit. It is pretty straightforward; it's pretty easy to to, and it's a nice convenient way for you to add products to your site for users, obviously, not to have to purchase the items individually.[5'00]

Stock

From that, which is a pretty basic look at those [kits], we are going to look at stock notifications
Just briefly, we will step into Pete's Awesome Product here. Actually: I am sorry. Before that,
we are going to go to

store> configuration>stock notifications

This is just the default setting for the stock notification system itself.
[send an email when stock reaches a certain threshold] we will send an email when stock reaches a certain threshold, because I want to maintain my stock levels, so I want to know that.
There is the subject [of the email] that I would get, and the text.
[presses "save and continue"]
So: pretty basic; nothing complicated.[5'35] We'll save those configurations,
[content> ] and now if we go to our content, we can actually enable stock notifications for a specifict product.[5'43] So...
[looking at a list of products with links] What we were going to look at was Pete's Awsome Product, I think,
[clicks on the link for Pete's Awsome Product]
[clicks on the view |edit tab on the product page] and we will edit this, and when we edit the product we will see that there is a
[product | attribute | features | stock ] tab for stock, so we will go-ahead
[check box under heading "Active"] So we will check "stock". This check-box would normally be un-checked [6'00"], but we will go-ahead and check that off.
[box under heading "STOCK] And we will add our stock [amount] here. I have already created an order, and that is why I am at minus two. So let's say that I have 100 in stock
[box under heading "THRESHOLD"] and my threshold is 10. So when I have 10 left, I get an email that says "you are getting low".
[button "save changes"] So I save those configurations,
[screen returns to the view wnd edit product page] and review the product. Nothing changes here for the product the customer or anything. They have no idea what your stock levels are at, and ubercart by default will allow customers to continually purchase the item, regardless of the stock level. This can be a good or a bad thing. This can be a good or a bad thing for you. You know, if you are dealing with a physical product, you could have something that goes to back-order, but you don't really want them to know it, but then you don't really know when it is going to ship, and you can create some issues there. [06'50']

If you are looking for a solution where customers can't purchase if there is no stock, there is this module, which is the out of stock module. [7'00"] This will replace the add to cart button with an out of stock message. The good thing about this is that customers can no longer order something that is out of stock. The bad thing is that you don't know if someone is trying to order a product that is out of stock; you are not really sure what your demand is. Nonetheless, I will briefly show you here: I have installed the module to give you some kind of idea of what we are looking at.
modules>
So I scroll-down to Ubercart Extra modules... Out of stock notifications [button: save configuration]. Then we will enable this. [enables module].
Then when I go back to my product [view | edit screen], I have 100 in stock, so the customer knows that. And if you go-over to [the stock page] stock, [stock column] press zero. Save changes. Go back to our home page. You see an "out of stock" message. [7'57"] That "out of stock" message is actually customizable. [08'00"]
store> configuration > store > out of stock notification
...over at out of stock notifier. Or notification. Sorry.
[on to a page of options]
[tickbox: display throbber = moving wheel on the button] And we can display this "throbber". which is a kind of annoyance, so we can take it out.
[tickbox: display customer stock information] We don't have to show customers the stock information, so customers will not see that.
[pre-filled message box reads "out of stock"] What we see here is what customers are going to actually see.
And this is dependent upon our html here. So this is, by default, filtered. So if you saved that, you would see this whole thing. By default we have the red [text]. But you can set that as whatever.
[button: save configuration] go ahead and save the configuration. And there we go. So if we go back to our home page. [8'33"] you will see "out of stock", and that we have removed the actual notification for the throbber and for the actual stock level. But we don't see that because we are out of stock anyway.

So that was that module. Again, there are positives and negatives to both [ways of displaying out of stock items] . It [the best option] depends on what your preference is.

So that was product kits , and that is stock notification.
That's typically it for the Drupal set-up with Ubercart.

Now, wrapping things up, what we are going to do is walk you through the process of making an order and walking-through the order status, just so you are aware of how that works, and some of the options that you have. That we will be it for the tutorials.

order process

So lets go ahead and do that, by going back to Products, and I think we have already added that [product] to the cart, but we will go ahead and add to cart. So we are going to add two of these. We are going to have the $5 and the $2. Just as a point of reference, we had the $5 which added another $5 - sorry
we had the colour attribute black which adds a $5 charge to our products so it adds $75 as opposed to $70 (the yellow does not have an increase). So we will go ahead and checkout, and if you remember....

...we've got some issues here with our out of stock module, so maybe it wasn't as great as I recommended: use at your own risk! I apologise for that.

But we will go ahead. We will check-out here [10'01] This is all set-up on my sandbox site, so I can checkout with that. Again, I would recommend that you do this in a sandbox site, just to check that your order statuses work and that you can checkout. So: we are reviewing our order. Everything looks good. We are shipping to Hollywood. And now we can go-ahead and submit that order. Again, I have my sandbox customer ID. This was set-up in one of my previous video tutorials so, hopefully, if you followed along the entire series, you know what I am talking about there. Now I can check-out here. [10'34"] I can go to "pay now".

Just briefly, here, again, you see the individual product items [in a paypal shopping cart and payment screen], rather than having the product kits listed. So if we had changed that and we had just listed product kits, it would not be the individual products [showing] here.

So we can go ahead and pay now. We have just completed our order so we will go-ahead and return back to the site. [which says "order complete"]. So we can now go to our orders and check them out
store>orders>view orders
and you will see here that the newest one at 1.45 was completed.
The reason why it is completed is that the products that we had were not actual shippable products. We did not set those up to be shipped by UPS or anything, As a result, if we go to our order status here, you will see that we got that payment. We got the payment and boom! the order was completed. There is not much [else] going-on there. We could send, you know [11'30"] an order comment, and then send that (by pressing "update") to the customer himself or herself, and that would be it. Again, if you take a look quickly at the log here, it shows you how this proceeded through our system.

Now that is all great for the one product that, you know, isn't shippable, and is available online, like your product roles, or your downloadable products. But if you have a shippable product, there is going to be another product that you are going to go through. So let's go ahead and do that. [11'55"]

content>

I am going to go to my content and [click on] I think "super awsome T shirt" - this is a T shirt with Bailey's photo. It is an actual shippable product. So we will go ahead and add this to the cart. We will check-out. And we will choose "1 Main Street". My billing address is the same as my delivery. We have got our shipping options here - so we will keep it [the option] at $15. We will go to review. We will submit the order. Enter a password. Pay now. And [12'39"]
when we return back to the store, when we go to
store>orders>
You will see here [next to the order] that we have "payment recieved"; we are not actually completed. The reason for that is that this is a shippable product, and we actually have to package and then ship. So, the next step here, if you are administering a site like this, is you go to your
|VIEW | EDIT | INVOICE | PAYMENTS | PACKAGES | SHIPMENTS |
"packages", and we will make a package, [12'59"]. This is going to be in packet one. So that is done. Now we go to
|VIEW | EDIT | INVOICE | PAYMENTS | PACKAGES | SHIPMENTS | ...
[dropdown menu: ship manually] We are going to ship it manually, and so in doing that, we have the saved address - the ordering address, the destination - where it is going which is to the customer, the package and we obviously have one,
[box: package type] you can enter a package type if you want to here
[box: declared value] you can enter a declared value, again, if you want to
[box: tracking number] if you have a tracking number - so if you are using UPS - you can manually enter that in.
[boxes: weight, dimensions] Weight in pounds. Again, all of that information which can be included.
[boxes under a "shipment data" heading] Now: shipment data. Because we are doing this manually, we would be entering this data in for whoever our shipping [company] was - you know, perhaps we are using [?] data, and, you know, we don't have that installed in our site, so we go ahead and do that.
[drop-down menu for number of days' delivery] Expected delivery will be - say - the 31st.
[box: shipping cost] Shipping cost is - I don't know - let's say $10.
[button: save shipment] We will save the shipment

We can also go and them print the packing slip.
And if we checkout the log, we see that nothing - we see that here we don't actually have the completed [order] or anything beyond pending - right? That's right. And "payment recieved".

So if we now go back [14'21"] what we can do here, is that now we can go to
[box: order status] completed, and we can add an order comment and say "order shipped October 27th" "tracking number is..." and then enter a tracking number
[checkbox: send an e-mail notification on update] make sure we send an email notification to the customer
[button: update] press update.

And now our order has been updated. We see that here, the order status has been changed to shipped, our customer has been notified, and then when we go and actually check our store orders [it's done]. So the one thing [to remember] here is that we went from the order completed meaning "payment recieved" to mea

We might want to indicate that there is a step between them when we are actually shipping. So if we went into confuguration unders
store>orders>workflow
you will see here that we have the order statuses. We can go ahead and add a custom one, and we will say
[box: order status id] shipping
[box:title] Shipping
[drop down: payment recieved] payment received
[button: create] So we will go ahead and we will create this.
And now you see that we have "payment received" here.
So now what we can do, is that we can go back to our orders themselves, look at this [order], and it is not completed; it is actually shipping. So if we update this and we go back to our orders, we now see that this is shipping. Right? Once we have confirmation that it has been delivivered from our courier and we know that we are good, we can come back in here and then enter it as completed. Again, it's a minor thing; it's totally up to you. You could also add another status that says, you know, that is is packaged, so then you know during the day - maybe you have a pickup every other day or something along those lines, maybe you could have something hanging around in your warehouse that is packaged but not actually shipped.

So that's it for this video tutorial.

In the last video tutorial what we will do is wrap everything up, to take it to [being] a production site, which is not very complicated. It is pretty much just our UPS [United Parcel Service] and our and our Paypal that we want to change-over. But we also want to walk-through as an anonymous user to make a purchase, and a few other things.

So, again, if these video tutorials are helpful, leave a comment, let me know. Hopefully we will see you in the next video tutorial. Thanks very much

[Drupal 7 / Ubercart video tutorial 6 of 10 showing how to set UPS, Paypal, and conditional taxes]
[Drupal 7 / Ubercart video tutorial 7 of 10 showed how to use the default catalog module]
[Drupal 7 / Ubercart video tutorial 8 of 10 showed an alternative flexible method of showing a catalog]
[Drupal 7 / Ubercart video tutorial 9 of 10 shows how to use product kits, stock, and order states]
[Drupal 7 / Ubercart video tutorial 10 of 10 shows a simple checkout, reports, and suggests a theme]

Blog on a single page from Veganline.com the vegan shoe shop

Sunday, 9 June 2013

Introduction to Commerce Shipping by Randy Fay

Introduction to Commerce Shipping from Randy Fay on Vimeo.

Finally Commerce_Shipping [module] is coming of age!

I want to give you a quick tour of how to do some things with commerce shipping.
What we're looking at today is this

https://drupal.org/project/commerce_shipping and what we are looking at is the 2.X branch (which as you see is still a .dev release, but it's working pretty well). What we are going to do is: we are going to work with that, and we are going to work with the
https://drupal.org/project/commerce_flat_rate project which is new (and it's also a .dev release) and it works with the 2.x version of Commerce_Shipping.

So that's what we are going to work with. (and) [50" fifty seconds into the video]
What we are going to do is, first of all,

we are going to create a flat rate shipping class; we are going to say that it costs $10 to ship. Then, after we experiment with that,
we are going to create free shipping, for products that are within Colorado. So we'll just go and change the rules, and we'll have free shipping within Colorado, and $10 shipping outside Colorado. So lets' give that a shot.

First of all go and enable the modules. So we will go over and enable the modules here [from modules>list he uses a filter to find "shipping" and "flat rate" which are installed as part of the Kickstart distribution he's using]. OK. Well. I'd already enabled them, but those are the ones that you want, and you'll find them under Commerce (Shipping) [picking from a grey-backed column on the left side of a page] you'll want Flat Rate, Shipping, and Shipping UI. [Shipping User Interface]

Later on, in another podcast in another screencast, I will show you how to do UPS [United Parcel Service] and in a further screen cast we'll do some more complicated rules like "free shipping over $100" - that kind of thing.

But in this one, we're just going to do two shipping rates, one for within Colorado and one for outside Colorado. We'll give that a shot and see if we can make that work.

So the first thing we're going to do is: we'll go-over to Store>Configuration>Shipping, and we're going to take a look at what we have here: We have [three tabs] -

| Shipping Methods | Shipping Services | Calculation Rules |

All we are going to do today is we're going to look at | Shipping Methods |, which is just there [the visible tab] by default: Flat Rate [method] is what we've got [by default], and | Shipping Services |. We can have one or more Flat Rate Shipping Services. You could think of them as "shipping instances", or whatever you want to call them.
[3'10"]
I'm going to say "add a flat rate service", [does so] and I'm going to say... I am going to call it "Flat Rate", and it's going to be $10. And now we have a new shipping service, under the tab

| Shipping Methods| Shipping Services | Calculation Rules |

Display Title: flat rate... ... ... ... so this is all set-up. It will automatically be available as a shipping method for any purchase that we make. So let's go ahead and make a purchase. We'll buy "product three" - how about that! Checkout. And [add] shipping information.-I'm going to be in Palisade Colorado. Fill this in here. Continue-on. We see that we are offered Flat Rate Shipping. That is the only service that we have to find. And we go for it. So, here we are [at the "review your order" screen] - it's done exactly as we asked: it has added flat-rate shipping $10 on to our charge. and... I've got no payment required. I've got free payment. That's not something you'd want on any site but I can have free payment on this one!

OK - so, Now.
I want $10 shipping in the rest of the USA but in Colorado I want just free shipping. So there is
What we need to do is create another "free shipping" type. We're going to Store>Configuration>Shipping, and we're going to add another flat-rate service. We'll call it "free shipping inside Colorado". [copies text for display title. leaves description blank]. And... price is zero. [presses "save"] And now we have another service: it's called "free shipping inside Colerado"

What we need to do now is remember that this is a Rules component [of the Rules module]. Every rule has an

event, a

condition [or condions] and an

action. [points to the Conditions and Actions sections of the screen].

Events are what a rule listens to, conditions decide whether it takes the action, and actions which are things that we are going to do. We are already listening for the "rate shipping" event, and we are going to say "should this rule apply to us", in other words "should we select free shipping"

[5'19"]

...so I'm going to add a condition [from a long drop-down menu including "Commerce Order" as a subheading in bold], and it's going to be a Commerce Order address component comparison. So there we go. The value that I want to compare against: the address that I want to use is the shipping address.. The address component that I want to compare is, first of all, I want to compare the Country. I'll make sure we get the country in there. Otherwise, there might be a "CO" abbreviation in some other country. By the way, this is the two-character country code for the country that I was talking about. So we have a condition for that. Now we are going to add one for the State. We're going to do the exact same thing again - Add a new condition> ORDER>Data selector> commerce_order

It's the shipping address that we want... [on the same page further down]
ADDRESS COMPONENT>Value>Administrative area (State / Province).
VALUE>Value
The two-letter code for Colerado is CO.
Save.

So now we have - er - two conditions on there [in the Conditions ELEMENTS box] One is:
Is the country US? The other is
Is the state Colerado?
Then we're going to add that there [in the Actions ELEMENTS box below].

So now we are going to go back and fix the other one so that we don't offer free shipping.
So let's go ahead and do that: we're not going to offer free shipping anytime that they are not shipping to Colerado. So: Store>Configuration>Shipping>ShippingServices
And now we have to edit the flat rate - and this we don't want to offer if they are outside Colerado.

So let's just say that we only want to offer shipping in the US, because that's [ ] a separate thing. So lets just go ahead and say [on Add a new condition] ORDER>Data selector ...
and the value of the administrative area [options are = / not = / contains] lets say "equals" CO. And then we're going to say [with a tick box just above the save button at the bottom of the page] "Negate": [9'30"] This does not contain Colerado so don't do it. Save.

Lets go ahead and add the other condition, about the US.
Add a new condition > Select the condition to add > drop down menu
Commerce Cart > ?
...just in case there is some other sort of thing [that has a CO abbreviation]. We'd probably take care of this another way, by offering a different shipping [service] outside the US, [which would] just tell them that we couldn't do it.
DATA SELECTOR > Country >
OPERATOR > equals
...just for now I am going to say "equals US"
We are going to say that this [flat rate shipping rule] applies to shipping that is in the US, but is outside Colerado.
[...]

And so now lets go-see if that works: [10'35"]
...you'll see that it already thinks that I'm in Colorado. No - it just doesn't know yet. It didn't ahve any information. Now we know. Now lets try again. Lets try shifting the state to Kentucky. ...and now it's offering only the flat rate $10 ammount. So now it's doing what we told it to do. The first time we tried this, we didn't have a way to choose [where we are] at the checkout.

...Colerado: then we get free shipping.

Let's just take a look at what we've done. First of all we've used
Commerce_Shipping [module] 2.X . We've used
Commerce_Flat_Rate - (
not the older (what do you call it?)... not the older Commerce_Shipping_Flat_Rate, which is basically depricated now.
Using those two, we have gone-in to Drupal admin (with Drupal Commerce enabled and a Store menu on admin).

We have gone into Admin>Store>Configuration>Shipping
We have a flat rate SHIPPING METHOD.
We hae added two services. Let's take a look at the two services we added. The two services are
Flat Rate (Machine name flat_rate), which is the $10 one, and
free Shipping inside Colorado (Machine name free_shipping_inside_colerado), which would be $0.
And then we added a Rules component to make sure that they were chosen at the right time. So free shipping is chosen if we are shipping to the US, and we are shipping to Colerado.
And we did the opposite on the other one.

So that's the basics! That's the first and easiest configuration of flat rate shipping .
I will do a couple more screen casts. I'll do one on Commerce_UPS, which is now working, and I'll also do one on fancy rules. So, thanks for listening, and see you in the issue queue and everywhere else! Thanks - bye bye.

Transcribed by a vegan shoe site called Veganline.com that sells nonleather shoes boots & belts

Friday, 17 May 2013

Why is this difficult / videos v. forums v. blogs

A paid video about wordpress ecommerce mentions "so many people banging their heads against the wall in the forums" on some tricky point.

Free videos, made more quickly, do not even mention forums.

Forum posts cannot easily describe free videos either; they cannot write "the part about X at 6'32" doesn't make sense to me" because not many people would reply unless there is a transcript, and for some reason the videos such as Commerce Guy's videos on Vimeo do not have transcripts. This is a pity for

non-english speakers, who have trouble translating the less clear parts, and for
english speakers like me who have trouble asking for help in a forum and saying where stuck.

I have tried posting in Drupal Commerce forums and got no response. If I transcribe a video there, it looks a bit weird and out of place and probably gets deleted; if I post it here on a blog and link, it looks like an attempt at self publicity and gets ignored (or deleted). So the two ways of learning about Drupal Commerce do not interact; makers of videos do not know where their explanations are tricky, and writers on forums cannot help each other by referring to the right parts of videos.

blog by an online vegan shoe shop called Veganline.com

Wednesday, 13 February 2013

Inline Entity Form Module

https://vimeo.com/40933753 - I hope this transcript is copied and improved by others. http://lbt.me/Wyw is another page on the same subject, mentioned on the module download page.

http://commerceguys.com/blog/commerce-module-tuesday-inline-entity-form

Hi!. I'm Bojan and I work for Commerce Guys. This is Commerce Module Tuesday. Today I will show you the Inline Entity Form Module. [included in some commerce kickstart installations]
It provides a complex widget for reference fields that allows to modify and delete reference entities inline, as well as at
For Drupal Commerce, this means that it solves two important use-cases.

First of all it unifies the management of product-displays and products, allowing you to handle both, from the product display, and edit pages.
Secondly, it also provides more flexible line-item functionality, giving you the ability to modify custom fields that you attach to the line items.

The management of Product Displays and Products

[there is a comment below which might make sense of this]

Let me show you what I mean. I have here a Commerce Kickstart 1 installation [the one with Product One, Product Two, Product Three on the front and a standard Drupal admin menu] , and I have already downloaded and enabled the Inline Entity Form module - the Beta 1 version. [which is included in Commerce Kickstart 2 by default].

Lets imagine for a moment that we are building a website for a company that sells T shirts.

I already went-ahead and created a new
Store > Products
+ Add product type
product type called T shirt. Aside from the usual fields like Image and Price, it also has the Color and Size fields, which point to the vocabularies which hold the allowed colours and sizes for a T shirt.

In e-commerce language, a product can have several variations. So a sample T shirt can have a new variation for each of the combinations of Color and Size, and each of those variations has a different SKU [part number]. So in Drupal Commerce this means that for each variation, you create a new Product, and then you create a new Product Display that references all those variations, and allows the user to select the correct one. So I have four sizes and four colours. I need to go to the add product page [clicks "create T shirt"]
Store > Products
Create Product
a basic product type.
Create T shirt
...and create sixteen different products. Then I would need to go to the...
Products > Actions > Add a product
Add Product Display
...page, and reference the sixteen products that I have created.

The product display field looks like this, at the bottom of the product page.
I can't find it on the page though. This is where, for me, the video is ambiguous and I do not know how to follow it in order to set-up shop, even after transcribing it carefully. It is better than average among the videos transcribed here, but I guess that the people making the videos do not know where they make sense or don't make sense, and that's why there is often a bit that's impossible to follow for some people watching.

Product

Choose the product(s) to display for sale on this node by SKY. Enter multiple SKUs using a comma separated list.

I'm going to go to Structure > Content Types > Product Display > Manage Fields (which is 2nd tab) &
you will see here (4th line) that we have a Product Reference Field. I am going to edit it.

The first thing is that I am going to change the label to Product Variations because it is slightly more user-friendly in my opinion. We are going to delete the help text because it is not going to be shown anyway.

And I am going to limit the product types that can be referenced to T Shirts alone,

Product types that can be referenced

Widget type

Done.

So:
36'36" Let's go ahead and add a new product display now. [does so on screen]

You will see when you scroll-down that, instead of having a simple product reference field, I now have the complex vision that is provided by the inline product entity form. I have a product-variation inline-form opened by default. And that form contains three groups for all the product information. So,
in the first group, I have product atributes,
in the second group I have the SKU, [types on in] the price, and then any other custom fields that might be added under 'attributes', and
in the third group I have variation image. [uploads image]
So I click

...and the first variation is there.
Let me go-ahead and add a few more.

[does so]
So: all of my variations are now here.
I have added all of them from the same screen: not leaving the product display add-product page, and not needing to know anything about Drupal Commerce architecture underneath.

If I need to, of course, I can delete a specific variation. For example this one

And of course I can edit the ones that I have already added
Clicking the edit button opens a form right below the row being edited, and allows me to change the inforation that I want to change. [changes a price on screen as an example].

So, I go ahead and save that [using a button at the bottom of the screen]

5'32" And you will see that it now works!

And I also want to make it possible for the user to reference multiple product types. In which case they can go back and enable the...

Product types that can be referenced
Product

...product as well. And now when I go back, [clicking to another browser tab] you will see that the widget has changed.

Instead of just having an "add variation" button, I also have a drop-down option to select the appropriate product type. If I click "select product" and click "add", I will get an add form for this product type. Which for example does not have any attribute fields. Different product types have different attributes, which are not shown in the table itself. Instead I have the variation title. And this one is automatically generated by the ???? form, by taking the node title and appending any attributes, if they exist.
6'30"

Of course, you can turn this functionality off if you want to. So...
I can, once again, go to the INLINE ENTITY FORM field set, and disable auto-generating of the product title.

INLINE ENTITY FORM: COMMERCE PRODUCT
Auto generate the product title

press save

So now [going back to the previous page] I now get an actual Variation Title field on the add and edit screens, allowing you full control over the product variation type.

7'00"

We currently don't have a UI (user interface) for detirmining which columns should be shown in the table. There is an open issue in the issue queues (on the Commerce web site discussion board). Feel free to comment on that. And that's it for managing products!

modify custom fields that you attach to the line items.

Lets take a look at various cases.

So: these T shirts might have the customer's name printed on them.

So I have added a custom field to the line items called Print Name which allows the customer to enter the name which they want to be printed on the T shirt. [this shows to customers next to color and size. We act like a customer fill it in with the name Bojan, then press order buttons to take this T shirt through the shopping cart]

Now, the problem occures when the store administrator looks at the orders
Store > Orders EDIT Tab
So he sees one and goes to edit it [an edit link on the line leads us to tab two of three], but he has no way to edit the print name field, and if he tries to add a new T-shirt, he can only select the product, but not actually fill-in the print-name-field or other custom fields that might be added.

One again, the inline entity form helps-out here. So I can go to
Store > Configuration > Order settings> MANAGE FIELDS tab
[looking at a table ith columns LABEL, NAME, FIELD] - you will see that I have a line-item reference here, with the line item editor widget. [the last two columns are WIDGET and OPERATIONS, which included EDIT and DELETE]. [Clicking on "edit" leads to another tabbed page - EDIT, FIELD SETTINGS, WIDGET TYPE, DELETE. We click the WIDGET TYPE tab and see a drop-down menu.
and change the widget to the Inline entity form.

CHANGE WIDGET
Widget type

And now when I go back to the same
Store > Orders
page, you will see that the widget has changed it. [the culumns for each line shown under the EDIT tab are
LABEL, UNIT PRICE, QUANTITY, TOTAL OPERATIONS, with

showing in the last column. I now have a proper edit button allowing me to change all the information on this line item, including the print name field. I can also add new items, and fill-in all the relevant information.

So: that's it for the inline entity form [module of included in Kickstart 2]. Feel free to provide feedback with the issue queue, Internet Relay Chat - and see you next week!.

Transcribed videos: -
[Drupal 7 / Ubercart video tutorial 7 of 10 showed how to use the default catalog module]
[Drupal 7 / Ubercart video tutorial 8 of 10 showed an alternative flexible method of showing a catalog]
[Drupal 7 / Ubercart video tutorial 9 of 10 shows how to use product kits, stock, and order states]
[Drupal 7 / Ubercart video tutorial 10 of 10 shows a simple checkout, reports, and suggests a theme]

Blog on a single page from Veganline.com the vegan shoe shop

setting up a shop

Monday, 18 November 2013

Drupal 7 / Ubercart Video Tutorial 6 of 10: Configuring Shipping, Paypal and Taxes

Ubercart basic UPS and flat rate shipping

Credentials

Service options

Quote Options

Markups

Label printing

Conditions

Weight Quote

Payment methods set-up in Ubercart

A conditional tax rule setup in Ubercart

About transcription:

Friday, 15 November 2013

Drupal 7 / Ubercart Video Tutorial 10 of 10: Launcing your sitem Ubercart Reports, Drupal Themes and Add-on Modules

Next series: cron developer tools, a theme, ssl connections, mass product import, and views.

This Ubcart video tutorial series

Simplest payment method: a remote-hosted checkout such as Paypal Payment Express

Testing with a real $1 order

Reports in Ubercart

Ubercart products report

Ubercart sales report

A theme for Ubercart

Responsive: works on a mobile

Fedex has a shipping module too

Saturday, 26 October 2013

Drupal 7 / Ubercart Video Tutorial 9 of 10: Creating Product Kits, Store Stock and Order Status

Product Kits

Stock

order process

Sunday, 9 June 2013

Introduction to Commerce Shipping by Randy Fay

Friday, 17 May 2013

Why is this difficult / videos v. forums v. blogs

Wednesday, 13 February 2013

Inline Entity Form Module