Introduction

The present document is primarily addressed to business users who want to inform themselves about the available features and have a quick access on how to use these features.

Software Version Information

The content of the present document is valid for the following combinations of software versions:

References

Import Product & Catalog Data

There is a variety of ways to import product and catalog data. The product and catalog data can be imported when initially setting up the environment, or after changes have been made in the Intershop data.
Product and catalog data is maintained in Intershop 7 and can be imported into the AEM system via different import modes:

• Full Import
• Incremental Import
• Express Update

Actual product information imported from Intershop or any other source is held in the CRX repository under:

/etc/commerce/products

The Intershop Product und Catalog Importer is available under:

http://localhost:4502/etc/importers/intershop.html

Full Import

As the name says, full import means an import of all online catalog and product data from IS7 into the AEM. The current version does not take care for the deletion of obsolete catalogs & products.

Example:

Preconditions:

• The connection between AEM and IS7 is already prepared.
   
• In the Intershop system the Outdoors catalog exists.
  

1. Open the Intershop importer in AEM:
   Navigate to /etc/importers/intershop.html or
   http://localhost:4502/etc/importers/intershop.html and
2.  Configure the parameters as required, e.g.:
   
3. Click Import Catalog to start the import.
   The products are imported in the AEM and are available in the CRX repository under: /etc/commerce/products/outdoors/outdoors/en.
   When complete, you can verify the data imported at: http://localhost:4502/crx/de/index.jsp#/etc/commerce/products.

Incremental Import

Imports all product and catalog data which were changed since the last import.

Express Update

Get Prices Dynamically from Intershop 7

Currently all product prices within the Geometrixx demo store are updated dynamically from the IS7.

1. Navigate to a product on the Geometrixx outdoor demo storefront and memorize the product and the price.
2. Move to the IS7 system and change the price of the recently viewed product.
3. Navigate back to the product page in the Geometrixx Outdoors demo storefront: The recently updated price appears without any update or import effort.

Product Page

Add a Product to the Cart

A customer can add a product to the cart while browsing the according product detail page (Geometrixx Outdoors).

Example:

1. Navigate to a product within the Geometrixx Outdoors storefront.
2. Add a quantity of a product to the cart (ensure that this amount is valid - check within the IS7)  and
   Click ADD TO CART.
   
   
3. If the format was correct, the cart page holding the expected amount of the added product is displayed.
   
   

Cart

Cart Page

Every customer has its own cart. So the customer can find all relevant information about the current shopping session:

The upper left section of the shopping cart displays all information about the existing items in the basket:

• Quantity of items in the shopping cart
• Product information
  • Product image
  • Name (links to the product detail page)
  • Short description
  • Size
• Quantity
• Price

Below the cart all order promotion messages are currently displayed, if there are any applied to the cart (see also section Promotions).

Cart Summary

The cart summary is available on the cart page, all checkout step pages as well as on the order details page (my account).
There you can find the cart overview including information like taxes, shipping & costs and so on.
Dependent on the storefront site, which uses the cart summary, different information appear on the cart summary.

Cart Page

• Item subtotal
• Order Promotions
• Tax
• Shipping costs (currently the hard coded shipping method Standard Ground is used)
• Shipping Promotions
• Add coupon code functionality (without any result notification - in case of success or failure)
• Checkout link which leads to the first checkout page
• Total in $

Example:

Checkout Step 1-4

The first checkout page shows on the right side the cart summary with the following information:

• Item subtotal
• Order Promotions
• Tax
• Shipping costs (currently the hard coded shipping method Standard Ground is used)
• Shipping Promotions
• Add coupon code functionality (without any result notification - in case of success or failure)
• Total in $

Example:

Checkout Step 5 / Submit Order

The second checkout page shows on the right side the cart summary with the following information:

• Item subtotal
• Order promotions
• Tax
• Shipping costs (currently the hard coded shipping method Standard Ground is used)
• shipping promotions
• Total in $
• Add coupon code functionality (without any result notification - in case of success or failure)

Example:

Order Detail Page

The order detail page (part of my account - order history - order detail page) shows on the right side the cart summary with the following information:

• Item subtotal
• Order promotions
• Tax
• Shipping costs (currently the hard coded shipping method Standard Ground is used)
• Shipping promotions
• Total in $

Example:

Remove Items from Cart

A customer can remove an item from the cart. Afterwards the cart summary is updated directly.

Example:

1. Navigate to the cart page.
2. Click on the remove button next to the product image of a line item.
   
   As a result the product is removed from the cart.
   
   

Change Quantity of Cart Items

A customer can change the quantity of cart item. If a customer sets the quantity to "0", the item will be removed from the cart.
In case the customer tries to set an invalid character (only positive numbers are allowed), an user notification appears:

Example:

1. Navigate to the cart page including at least one product.
2. Change the quantity of a product and click Set.
   
   The quantity has changed.
   

Customer Registration

A customer can register himself on the storefront of the Geometrixx Outdoors store and thus create an account. The following information can be entered while the registration:

• E-Mail
• Password
• Confirm Password
• Last Name

The password and the password confirmation must match. Otherwise a user notification appears and the registration is not finished:

After the registration a confirmation page appears (see example - step 3).

An error handling is available later while the login process (only the first registered e-mail address is valid). After the registration a customer is not automatically logged in.
Furthermore, the account is not created within the Intershop system. This needs a login downstream.

There is currently officially no field mandatory, but later the login needs a valid e-mail and a password (the last name must currently not exist).

Example:

1. Navigate to the Geometrixx Outdoors registration form:
   
2. Enter an e-mail address, last name as well as a password:
   
   
3. Click on register:
   
   

Login

A customer can log in if an account was created before. The customer has to enter an e-mail address and the corresponding valid password. After a successful login the customer is lead to the already opened storefront page (see section customer registration - example - step 1).
If the customer does not exist within the IS7, he will be created with some predefined attributes, which are displayed in the screenshots (step 3) below.
If the last name is not available for the first login, the Intershop system uses the e-mail address to create the account with all mandatory fields (also for the last name).

Example:

1. Navigate to the login page (login light box) and enter a already registered user name and the corresponding password.
    
2. Click Sign In.
   The registration form is displayed.
   
3. If the customer does not exist in the Intershop system (e-mail address), the customer will be created there with some predefined attributes:
   
   
   

Logout

An already logged in customer (in the Geometrixx Outdoors storefront) can log off himself. This process deletes the current session.

Example:

1. Login into the Geometrixx Outdoors demo store.
2. Click Sign Out.
   
   The customer is now logged out and the session is not available anymore.
   

Basket Handling

Basket Takeover After Login

A customer can reuse an anonymously created basket after logging in. This way a customer can easily continue shopping without adding again all products to the cart.

If the customer has an already existing cart, the items are automatically added to the personalized cart.

Basket Recovery After Cart Abandoning

A registered customer will get an abandoned basket after the next login. Therefore no existing cookies (including the basket ID) are needed.

Checkout as a Registered Customer

A user can trigger the checkout process via:

• The mini cart checkout link
  • Only available if at least one product exists in the cart
• The checkout link on the cart page
  • Always available, but throws a customer notification in case there is no product available within the cart:
    
    Click OK and the cart page is again displayed.

Set Billing/Invoice Address

A customer has to enter a billing address while the first checkout step. Therefore the following information must be entered:

• First Name (mandatory)
• Last Name (mandatory)
• Street Address 1 (mandatory)
• Street Address 2 (optional)
• City (mandatory)
• State / Province (mandatory)
• Postal / Zip Code (mandatory)
• Country (drop-down box - the first entry is preselected)

The entered invoice address will be part of the created order.

A simple input validation, which ensures that all mandatory input fields have at least one character entered, is triggered by the Next button.
The first found empty input field will be mentioned in the upcoming customer notification:

Example:

1. Navigate to the Geometrixx storefront.
2. Put at least one product into the cart.
3. Proceed to checkout and fill out the form.
   

Set Shipping Address

During the 2-step-checkout the customer has to enter the shipping address for his whole order. Per default the shipping address is equal to the invoice address.

A customer can specify a differing address.

1. Deselect the checkbox Same as billing and
2. Enter the shipping address data.
   

   

• First Name (mandatory)
• Last Name (mandatory)
• Street Address 1 (mandatory)
• Street Address 2 (optional)
• City (mandatory)
• State / Province (mandatory)
• Postal / Zip Code (mandatory)
• Country (drop-down box - the first entry is preselected)

The entered shipping address will be part of the created order.

A simple input validation, which ensures that all mandatory input fields have at least one character entered, is triggered by the Next button.

The first found empty input field will be mentioned in the upcoming customer notification:

Example:

1. Navigate to the Geometrixx storefront.
2. Put at least one product into the cart.
3. Proceed to checkout and fill out the form.
   

Set Shipping / Delivery Method

At the moment a customer has to select a delivery method while the checkout process. Predefined are the following dummy shipping methods:

• Domestic Ground Shipping - $10.00
• Flat Rate 3-day UPS Shipping - $20.00
• Flat Rate FedEx Overnight Shipping - $40.00

Example:

The choice of the selected shipping method within the storefront has currently no influences on the used shipping method, because the shipping method Standard Ground is hard coded.
Therefore this shipping method has to be defined in the Intershop system:

If the shipping method Standard Ground does not exist or has the status inactive, an error will occur while the submit order process:

Set Payment Method

At the moment a customer has to select a payment method while the checkout process. For demo purposes only the payment method credit cart is implemented as a dummy component.
The customer can choose between three different credit cards and has to enter the following information on the first step of the checkout:

• Credit Card Type (Maestro, Switch, Master Card/Eurocard) (mandatory)
• Credit Card Number (mandatory)
• Name on Card (mandatory)
• Exp Month (mandatory)
• Exp Year (mandatory)

At the second step of the checkout process, the customer has to enter the corresponding Card Verifiable Certificates (CVC) before the order can be submited:

The choice of the selected payment method within the storefront has currently no influences on the used payment method, because the payment method BPS_INVOICE is hard coded.

Therefore this payment method has to be defined in the Intershop system:

If the shipping method BPS_INVOICE does not exist or has the status inactive, an error will occur after an order is submited.

For all input fields exists a validation, which is triggered by the Next button.

The validation checks the following input:

• Is any mandatory field empty?
  If yes, a customer information message appears:
  

  

• Is the entered credit card valid?
  If not, a customer information message appears:
  
• Is the entered expiration month and year of the credit card valid?
  If not, an appropriate notification appears:
  
  or
  

  

Submit Order

On the second checkout step, the customer has the possibility to review the current order. All important information about the current order are displayed:

• The amount of items in the shopping cart
• Information about the products in the shopping cart including:
  • Product
    • Name (links to the product detail page)
    • Short Description
    • Size
  • Quantity
  • Price
• Billing address
• Shipping address
• Cart summary

Currently only the payment method credit card is implemented. Due to this fact, the customer has to enter a valid CVC-Number. Elsewise, the following customer notification appears after a clicking Submit Order.

If a valid CVC-Number was entered and the customer clicks Submit Order a customer confirmation page is displayed:

Additionally, the order is created in the Intershop system:

General tab of the order:

Promotions tab of the order:

Payment tab of the order

The order confirmation page provides a link to the Order History page, where all orders are listed, sorted by the creation date (see section My Account for more detailed information).

If the Intershop system is correctly configured an order confirmation e-mail is sent to the customers e-mail address.

Promotion

Preamble : Since a sync between Intershop and Adobe Promotions is yet to be implemented, promotions need to be maintained on both systems to display some promotion specific content.

Due to the fact that the Intershop system handles the basket calculation, it is also necessary to create and manage the promotions in the Intershop system.

Up to now these promotion discount types are working:

• Order promotions
• Shipping promotions

If a promotion applies to the cart, the only text that occurs in the Adobe Geometrixx Outdoor storefront is the description below the cart (hard coded within the JSP file - no component available), managed by the Intershop system:

The promotion description displayed on the cart page and the submit order page if the promotion is triggered.

Example (cart):

Example (submit order page):

The promotion discounts for free shipping and order promotions are displayed on the cart summary:

Promotion Code

At the moment a customer can add a promotion code on the cart page and during checkout.

Example: Cart

Example: Checkout step 1

Example: Checkout step 2 / submit order

After a promotion code is successfully added, the promotion is displayed within the cart summary on the cart page and on both checkout pages (for example: Checkout step 2 / submit order).
The current displayed name consists of the "Promotion Code" + ": " + "Promotion Description" (these information are managed by the Intershop system).

My Account 

The my account section allows the Geometrixx Outdoors customer to see all available order information stored in the Intershop system. The account settings and profile information were not touched by the Intershop implementation yet.

Open Orders

The Open Orders section can be reached via the Open Orders link in the My Account section:

1. Click Open Orders link.
   

   

   A page displays all open orders sorted descending by the creation date.

Definition of an open order: status in pending, in progress or new
The following information are available in the list view:

• Date
• Summary
  
  • Quantity of items and the names of the items in brackets
    If there is not enough place to display all products in the brackets the list is cut and "..." is shown
  • A link to the order detail page (see section order detail page)
• Price
• Status

On the right side recently viewed items are displayed with some information (image, name, price).

Order History

The Order History section can be reached via the Order History link within the My Account section or via the order number link of the order confirmation page.

Example: Open orders link (my account)

Example: Order confirmation page (after submit order)

Both links lead to the order history list holding all orders placed within the last 12 months.

The following information are available in the list view:

• Date
• Summary
  
  • Amount of items and the names of the items in brackets
    If there is not enough place to display all products in the brackets the list is cut and "..." is shown.
  • A link to the order detail page (see section order detail page)
• Price
• Status

On the right side recently viewed items are displayed with some information (image, name, price).

Order Detail Page

The order detail page shows some information about a selected order. Use teh links from the Order History page or the Open Orders page (see above).
The following information about the order are available:

• Placed order date
• Current status
• Billing Address
• Shipping Address
• Cart
  • Product
    • Product image
    • Product name
    • Short description
    • Size
  • Quantity
• Order summary
  • Item subtotal
  • Order Promotions
  • Shipping costs (currently the hard coded shipping method Standard Ground is used)
  • Shipping Promotions
  • Tax
  • Total in $