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:

Product & Catalog Management

There are 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.

The Intershop product & catalog import is based on the Adobe Experience Manager CSV product & catalog file import:

• Export the CSV Files from the Intershop System
• Import the CSV Files into the Adobe Experience Manager

The product data is maintained in Intershop 7 software and made available through AEM.

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

    /etc/commerce/products

The following properties indicate that the products are linked with Intershop:

• commerceProvider
• cq:intershopCatalogId
• cq:intershopId

Export the CSV Files from the Intershop System

Currently three different CSV files have to be created separately for:

• Products
• Product images
• Catalogs

How to create the CSV export files:

1. Open the Intershop system https://localhost:8443/INTERSHOP/web/WFS/SLDSystem.
2. Log in with the following credentials: admin/intershop7/Geometrixx

3. Navigate to the sales channel "Geometrixx Outdoors" by using the channel selector in the upper right corner

4. Navigate to the preconfigured Intershop data feeds in the Intershop system (Catalogs/Data Feeds) and execute them:

   1. Adobe Catalog CSV Data Feed - exports all preconfigured catalog data

   2. Adobe Product CSV Data Feed - exports all preconfigured product data

   3. Adobe Product Image Data Feed - exports 1 image for each preconfigured product

   4. (optional) Incremental Adobe Data Feed - exports all changed products since its last run

   5. (optional) Adobe Express Update Data Feed - exports all express update marked products

If the installation is on your local computer the data files are generated at:

<IS_HOME>\share\sites\Geometrixx-GeometrixxOutdoors-Site\units\Geometrixx-GeometrixxOutdoors\syndication\export

Import the CSV Files into the Adobe Experience Manager

The import supports the following import modes:

• Full Import
• Incremental Import
• Express Update

Full Import

A full import assumes an import of complete product or catalog data. Therefore, the full import deletes all existing data in the selected area and re-creates all the products or catalogs from the given input data file.

If required, before the actual import, delete all existing product data from the AEM:

1. Navigate to Commerce - Products in the AEM and select Intershop Geometrixx Outdoors Products folder.

2. Select all products and click Delete.
   

To do the full product data import:

1. Navigate to Commerce - Products in the AEM

2. Select the Intershop Geometrixx Outdoors Products folder and click Import Products.

3. Configure the import:

   

   1. Select the Intershop importer.

   2. To run full import mode uncheck the Incremental Import.

   3. Select the products.csv and the image.zip.
      (see section Export the CSV files from the Intershop system)

4. Click Next to start the import.

To do the full catalog data import:

1. Navigate to Commerce - Catalogs in the AEM.

2. Select the Intershop Geometrixx Outdoors blueprint.

3. Click on the Import Blueprints.

4. Configure the import:
   

   1. Select the Intershop importer.

   2. To run full import mode uncheck the Incremental Import.

   3. Select the catalogs.csv.
      (see section Export the CSV files from the Intershop system)

5. Click Next to start the import.

Incremental Import

The incremental import keeps the existing product or catalog data and updates this data with the contents in the given input data file.

To do the incremental product data import:

1. Check the information held in AEM for the relevant product(s), in the appropriate sub-tree under:
   /etc/commerce/products
2. In Intershop, update the information held on the relevant product(s).

3. In Intershop, trigger the export of the product data (see section Export the CSV files from the Intershop system):

   1. products.csv and image.zip
      OR
   2. incremental products.csv
4. Navigate to Commerce - Products in the AEM.
5. Select the Intershop Geometrixx Outdoors Products folder and click Import Products.
6. Configure the import:
   
   
   1. Select the Intershop importer.
   2. To run the incremental import mode check the Incremental Import.

   3. Select the incremental products.csv to update only changed product information, or the products.csv and image.zip to import product data without the deletion of existing products.
      (see section Export the CSV files from the Intershop system)

7. Click Next to start the import.
   When complete, you can verify the data imported at: http://localhost:4502/crx/de/index.jsp#/etc/commerce/products

 To do the incremental catalog data import:

1. Check the information held in AEM for the relevant catalog, in the appropriate sub-tree under:
   /content/catalogs/ish-geometrixx-outdoors

2. In Intershop, change some category information of the available intershop base catalog.

3. In Intershop, trigger the export of the catalog data (see section Export the CSV files from the Intershop system):

   1. catalogs.csv

4. Navigate to Commerce - Catalogs in the AEM.
5. Select the Intershop Geometrixx Outdoors blueprint.
6. Click on Import Blueprints.
7. Configure the import:
   
   
   1. Select the Intershop importer.
   2. To run the incremental import mode check the Incremental Import.
   3. Select the catalogs.csv.
      (see section Export the CSV files from the Intershop system)
8. Click Next to start the import.
   When complete, you can verify the data imported at: http://localhost:4502/crx/de/index.jsp#/content/catalogs

Express Update

The import process can take a long time so you can select specific areas of the catalog for an express update that is triggered manually. This uses the export feed together with the standard attributes configuration:

1.  Check the information held in AEM for the relevant product(s), in the appropriate sub-tree under:
   /etc/commerce/products
2. Log on to the Intershop 7 Commerce Management application and edit a product:
   
   1. Navigate to the sales channel "Geometrixx Outdoors" by using the channel selector in the upper right corner.
   2. Navigate to to the desired product.
   3. Click the lock icon on top of the page to lock the product for editing.
   4. On the General tab mark the checkbox Express Update.
   5. Click Apply and click the lock icon on top of the page again to unlock the product.
3. In Intershop, trigger the export of the product data (see section Export the CSV files from the Intershop system)
   1. express update products.csv
4. Navigate to Commerce - Products in the AEM.
5. Select the Intershop Geometrixx Outdoors Products folder and click the Import Products.
6. Configure the import:
   
   
   1. Select the Intershop importer.
   2. To import the express updated products check the Incremental Import.

   3. Select the express updated products.csv. to update only changed products.
      (see section Export the CSV files from the Intershop system)

7. Click Next to start the import.
   When complete, you can verify the data imported at: http://localhost:4502/crx/de/index.jsp#/etc/commerce/products.

Get Prices Dynamically from IS 7

Currently all product prices within the Geometrixx demo store are updated dynamically from the IS 7 .

Example:

1. Navigate to a product on the Geometrixx outdoor demo storefront and memorize the product and the price.
2. Move to the IS 7 system and change the price of the recently viewed product.
3. Navigate back to the product page within 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 being on the product detail page (Geometrixx Outdoors).

Example:

1. Navigate to a product within the Geometrixx Outdoors storefront.
2. Add an amount of a product to the cart (ensure that this amount is valid - check within the IS 7).
   
3. If the format was correct, the you will be moved to the cart page and the expected amount of the added product is part of the cart.
   

Cart

Cart Page

Every customer has its own cart, where he can find all relevant information about his current shopping trip:

On the left side of the shopping cart are all information about the existing items in the basket displayed:

• Amount 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
• Shipping costs (currently the hard coded shipping method Standard Ground is used)
• Shipping Promotions
• Payment costs
• 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 $
• Tax

Example:

Checkout Steps 1-4

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

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

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

Example:

Remove Items from Cart

A customer can remove an item from the cart while being on the cart page. Afterwards the cart summary is updated directly.

Example:

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

Change Quantity from Cart Items

A customer can change the quantity of cart item while being on the cart page. 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.
   
   
3. The quantity has changed.
   

Customer Registration

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

• E-Mail
• Password
• Confirm Password
• Last Name
• First Name
• Street Address 1
• Street Address 2
• City
• Postal / Zip Code
• Country
• State / Province
  

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

Example:

1. Navigate to the Geometrixx Outdoors registration form via the header link Sign In or Register > Create Account:
   
   
   
2. Enter the following data:
   
   
3. Click 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).

Example:

1. Navigate to the login page (login light box) and enter a already registered user name and the corresponding password:
   
     
2. A click Sign In to log in:
   
3. If the customer does not exist in the Intershop system (e-mail address), the customer will be created:
   
   
   

Logout

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

Example:

1. Log in 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.
The settings can be managed within Intershop 7 system:

Checkout

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.
    The customer is moved to the cart page again

Registered Customer

Set Billing / Invoice Address

A customer has to enter a billing address while the first checkout step:

• First Name (mandatory)
• Last Name (mandatory)
• Street Address 1 (mandatory)
• Street Address 2 (optional)
• City (mandatory)
• State / Province (mandatory)
• Postal / Zip Code (mandatory)
• State / Province
• Country

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)
• State / Province
• Country

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:

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 submitted:

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 while the submit order process.

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

During the second checkout step, the customer has the possibility to review the current order. Therefore, the user gets all important information about his current order:

• 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:

The order confirmation page provides a link to the order detail page:

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

Unregistered Customer

The system supports a checkout for not registered customer. Therefore, the customer has to enter his e-mail address while the checkout process to send him an e-mail confirmation after a successful order generation.

Set Billing / Invoice Address

Set Shipping Address

Set Shipping / Delivery Method

Set Payment Method

Submit Order

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 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, a message occurs in the Adobe Geometrixx Outdoor storefront below the cart (hard coded within the JSP file - no component available), managed by the Intershop system:

The promotion description is 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 the checkout process.

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)

Potential Promotion

Potential promotions are ordinary promotions that have an additional condition. When this condition is matched, but the promotion is not applied, a message appears to encourage the customer to trigger the promotion.

Since potential promotions are regular promotions so the first step is to create a promotion in the Intershop system or use an already created one.

1. Go to the Discount Rules tab of an already existing promotion, e.g., Free Shipping over $100.
   
   If you do not see the dynamic Message section, check if there is a discount condition.
2. Click on New to create a new potential promotion for the existing promotion:
   
3. Choose a trigger and enter a message which will appear on the cart page of the Geometrixx Outdoors site:
   

4. When the promotion is configured in the IS 7 Commerce Management appliction, the user should add a product into his shopping cart. When the promotion is applicable for the basket, the user will see an information message below the products.

   

My Account

The my account section allows the Geometrixx Outdoors customer to see all available order information stored in the Intershop system.

Order Information

To access information about customer orders you need to go to My Account and click one of the links in the Order Information section.

Open Orders

The open order section can be reached through the Open Orders link within the My Account section:

After a click on the Open Orders link a page displays all open orders sorted descending by the creation date.

For each order the following information is displayed:

• Date - when the order was created
• Order Number
• Summary - the number of items and their names
• Destination - where the order should be delivered
• Price - the total price of the order
• Status - current status of the order. The status of an open order can be one of:
  • new
  • created
  • in progress
  • open
  • pending

The Order History link can be used to view the completed orders.

Order History

The open history section can be reached through the Open History link within the My Account section.

After a click on the Order History link, the order history list opens and lists all completed orders:

For each order the following information is displayed:

• Date - when the order was created
• Order Number
• Summary - the number of items and their names
• Destination - where the order had to be delivered
• Price - the total price of the order
• Status - current status of the order. The status of a completed order can be one of:
  • completed
  • rejected
  • cancelled
  • delivered
  • cancelled and exported
  • returned
  • not deliverable

The Open Orders link can be used to view the open orders.             

Order Detail Page

The order detail page shows a customer some information about a selected order. The selection can be triggered via the order history page (see order history), the open orders page (see open orders) or via the order number link of the order confirmation page (see submit order).

The following information about the order are available:

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

Account Settings

Address Book

Address book could be used to add, edit or delete customer’s addresses. Those addresses are synchronized between Intershop and AEM. They could be used as shipping or billing address during the checkout process.

To access the address book you need to go to My Account and click one of the links under Account Settings.

Clicking on Address Book shows a list of all addresses of the current user.

For each address the following information is displayed:

• First name
• Laste name
• Street address 1
• Street address 2
• City
• State / Province
• Postal / Zip code
• Country

The user is able to create a new address clicking the link Add new address or the edit one of the created addresses when he clicks the Edit link.

Change Password

Customers can change their password.

Password Hint

Customers can change their password reminder.

Profile Information

Wish Lists

To access the wish lists you need to go to My Account and click on the Wish Lists under Profile Information. For more information please have a look at the section Wish List.

Edit Profile

Customers can edit their profile.

Wish list

Registered customers can create wish lists for product they are unable to purchase for some reason. From My Account section full control over the wish lists created is possible including viewing wish lists, ordering wish list products, editing or removing wish lists.

To access the wish lists you need to go to My Account and click on the Wish Lists under Profile Information.

Manage Wish Lists

An overview of all wish lists of the user.

Each entry shows the wish list name, the date on which the wish list was created and the number of items in it.

A message is displayed if the user does not have any wish lists yet.

Add Wish List

To create a new wish list, click on the New wish list...

Enter the name of the wish list and click Add Wish List.

Update Wish List

A wish list can be updated by using the Edit link.

Delete Wish List

A wish list can be deleted by using the Delete link next to a wish list in the wish lists page.

It can also be deleted from the wish list contents page.

The wish list is deleted directly without additional confirmation.

Wish List Contents

Clicking on the name of a wish list opens the wish list contents page. It shows each product included in the wish list.

Each entry displays a some general product information (product image, name, etc), the date on which the product was added to the wish list, the desired quantity and the price of the product.

Add to Cart

Clicking button Add all to cart adds all items of the wish list to the cart with their respective quantities.

Clicking button Add to cart adds only the relevant product with its quantity.

Remove Product from Wish List

Clicking the "x" button which is left to the product thumbnail removes the product from the wishlist.

Add Product to Wish List

Adding a product to wish list is accomplished by clicking the link Add to wishlist in product detail page. The quantity can be specified as a positive integer number or blank for single quantity.

When the number of wish lists is 15 or less a dialog with all wish lists appears.

Select the according radio button to specify the desired wish list.

When the number of wish lists is more than 15 the dialog shows a drop down list box containing all wish lists.

Customer Segmentation

Order History Segmentation Trait

The Intershop system provides order history data to generate segments in the Adobe Experience Manager.

Customer Segment List

A list of the existing customer segments is available from the WCM.

Create a New Customer Segment

To create a new customer segment open the parent page (e.g., Segmentation\Geometrixx Outdoors) and click New above the list of segments. The create page dialog appears. Choose Segment as type and enter a title and a name for the new segment.

Click Create. The Customer Segment list is displayed again with the newly created segment.

Add Order History to the Client Context

Click on the name of the created customer segment (or on an existing one) to open the list view for that segment, then double click it to open its configuration page.

Press Ctrl+Alt+C to open the client context.

Click on in the upper left corner to edit the client context.

Drag Order History from the sidekick to the client context.

Close the client context editing page. The client context now contains the order history.

Add Order History Trait to a Segment

Go to the customer segment configuration page and drag Order History Property from the sidekick to the segment.

The Order History Property is added.

Double click on the property to edit it. A popup is displayed with the available configuration.

The available properties are:

• Order count - the total number of orders of the customer.
• Product count - the total number of different products from all orders of the customer, not counting the quantity. For example if product p is part of two orders with quantity 3 and 5 respectively, the product count would be 1.
• Item count - the total number of products from all orders of the customer, counting the quantity. For example if product p is part of two orders with quantity 3 and 5 respectively, the item count would be 8.
• Order value - the sum of the total values of all orders of the customer.

For each property the following operators are available:

• equals
• is greater than
• is equal to or greater than
• is less than
• is equal to or less than
• is not equal to

Where the actual value for the selected property is compared to the value in the Property value field.

Click Ok to apply the changes. The Order History Property now displays the configured condition as well.

If the condition is not met for the customer the Order History Property background remains gray. Once the condition is met the background color changes to green.

Using Order History from Intershop

To get the order history from intershop the jcr:content node of parent page of the edited segment should have some additional properties.

To add these properties go to the AEM home page and click on Tools.

Click on CRXDE Lite.

The CRXDE Lite window is opened. Go to the segmentation parent page node (e.g., /etc/segmentation/geometrixx-outdoors) and click on its jcr:content node.

Below the properties fill in the Name, Type and Value and click Add for each of the required properties. When finished click on Save All in the upper left corner of the CRXDE (or press Ctrl+S).

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:

See Guide - Feature Overview - Intershop Commerce Pro 2.0 for Adobe.