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Commerce

With EPiServer Commerce you can quickly create and deploy a flexible e-commerce website, combining powerful content management and display with advanced back-end online store management.

Feature summary

EPiServer Commerce provides features for both back-end administration of the online store as well as for managing and displaying specific content for e-commerce, such as presentation of catalogs and product items. There are numerous possibilities to extend the built-in functionality, for instance through the EPiServer Add-on Store.

EPiServer Commerce is flexible and made for integration with other systems. This documentation describes a sample installation based on the sample template package for EPiServer Commerce. Please be aware that your specific system may differ from what is described here, and all parts described may not be available on a specific customized website.

Catalogs and product management

With the Catalog features you can manage catalogs, product categories and products. Catalogs are independent from one another and you may create as many catalogs as you need. Catalogs can be structured in a number of ways and organized into Categories, Products, SKUs, Bundles, Packages and Dynamic Packages.

An intuitive user interface makes it easy to add new products and change the structure of a catalog. You can quickly add or modify a product in one location and it will automatically update across all of your e-commerce websites and channels. Furthermore, you can run multiple catalogs in parallel on the same platform. You can also associate and recommend related products to increase your up-sell and cross-sell opportunities.

Order management

EPiServer Commerce includes flexible order management features where customers can perform returns and exchanges, ship to multiple addresses, modify orders and track packages. You can also create recurring orders and process them automatically.

The Orders subsystem is where you monitor, track, change or create new orders, ship out items, and create returns/exchanges. Orders are highly flexible, with the possibility to create purchase orders with various options including split payments, split shipping, and split shipping addresses. You can also create a one-page "fast" checkout or allow customers to make a purchase without registering on your site.

EPiServer Commerce supports a number of payment types, currencies and shipping options so you can easily expand your business into new markets. The platform also includes tax and shipping calculations that automatically show your customers all of their costs upfront, including duty and taxes.

Merchandising

Merchandising is about improving the customer experience, displaying relevant products and increase conversion rates. EPiServer Commerce can automate your merchandising, so you can bring more targeted visitors to your website and turn them into customers. You can easily create product landing pages by uploading content and drop it into place. Through the use of shared blocks, content will automatically update throughout the entire site.

Use the personalization features to create targeted content. EPiServer Commerce lets you define personalization criteria such as the number of orders and amount spent within a defined period, along with customer buying intention for a specific product type or category. You can get detailed information about your visitors and their buying patterns, and monitor your e-commerce website to see how much a customer has spent over time and how often they return to your site. You can also learn what visitors are looking for and what products are the most popular.

Customer management

Customer management in EPiServer Commerce include the ability to store customer records and track orders that have been placed across multiple websites. You can also access shopping carts and wish lists to see what your customers want at any point in time. Internal users, customers, partners and organizations are managed through the same interface. Generally, only your team of internal users will have access to the administrative parts, and depending on their permissions will have varying access to the subsystems and menu items within each system.

Pricing and promotions

With EPiServer Commerce it is easy to launch campaigns. You have the option to choose a preset promotion or create a custom campaign of your own, all managed without the need for web development. You will have complete control over promotions, from developing custom discounts to deciding when the campaign should go live.

Promotions are managed from the Marketing subsystem. Create your own promotions or use built-in ones such as "Buy N of product X and get a discount" or "Buy N of product X and get one free". Create a promotion that is visible prior to checkout or configure a promotion to be displayed during checkout. You can also apply a shipping cost discount.

EPiServer Commerce automatically shows your customers targeted promotions based on their industry, interests, demographics or any other data. You can also develop custom campaigns and pricing based on sales seasons or regions. The extensive built-in pricing and information rules include volume pricing, tiered pricing and pricing for specific customer groups.

Multi-site and language features

With EPiServer Commerce you will have one platform to create and deploy any number of localized e-commerce websites. A unified web interface lets you control all of your product catalogs, customer data and local market data. You will have globalization support to manage your content, products and regional settings for multi-markets.

The EPiServer Commerce multiple language, payment, shipping, tax and currency options help you meet the needs of international customers. For example, you can create custom promotions for specific markets to further drive sales, or enable regional origin/drop shipping to better support international operations.

Multi-channel commerce

Using EPiServer Commerce content can be created in one place, and easily shared and distributed through multiple channels such as mobile, social, e-mail, as well as on the e-commerce website. You can create targeted campaigns for instance by offering a special promotion code to anyone who "likes" your Facebook page or scans a QR code in a mobile campaign. New channels can easily be added for future use.

Security

EPiServer Commerce gives you total control over who can access your e-commerce website back-end to ensure that unauthorized users do not modify your website or view customer data. You can configure access rights for users, user groups and functions. EPiServer Commerce has a number of predefined roles for managing store procedures as well as website content and files, but you can also set up your own set of roles. You can also work with predefined virtual roles, for instance to create access based on personalization and visitor groups.

Content management

Marketers and merchandisers will work from the editorial interface to create and update content. Perhaps you want to create a campaign or a landing page and edit product content in the product catalog. Or maybe create news or an article with content related to the products in your online store. You can drag-and-drop content blocks or pages into the content area of another web page, making it easy to create dynamic websites putting important content in focus.

Administration and configuration

EPiServer Commerce is a flexible system made for customization, and with numerous configuration possibilities. From the Administration section in Commerce Manager you can manage various e-commerce administrative and configuration tasks such as setting up shipping and payment gateways, default language, currency, units, tax configuration, and search settings.

From the administration interface in EPiServer CMS you will manage common website administrative task such as setting access rights for web pages in the page tree and block folder structure, management of scheduled jobs, and language settings.

Getting started

Refer to the Getting started section for information on how to log in, access features and work with the EPiServer user interface.

Shopping process flow

Catalogs

Importing and exporting catalogs

Importing existing catalog data

Importing catalogs using CVS files

Browsing catalogs

Creating and editing catalogs

Creating catalog entries

Editing catalog entries

Editing categories

Editing products and variants

Editing packages and bundles

Product categorization

Managing pricing

Catalog batch update

Orders

Browsing orders

Creating orders

Processing orders

Splitting shipments

Setting up payment plans

Editing, canceling and deleting orders

Shipping and receiving

Creating picklists

Completing shipments

Removing items and deleting picklists

Shopping carts

Creating shopping carts

Converting shopping carts

Returns and exchanges

Customers

Organizations

Browsing organizations

Creating organizations

Editing organizations

Dictionary values for organizations

Contacts

Browsing contacts

Creating contacts and accounts

Editing contacts and accounts

Dictionary values for contacts

Roles

Creating and editing roles

Assigning roles

Markets

Defining markets

Marketing

Campaigns

Browsing campaigns

Creating and editing campaigns

Customer segments

Browsing customer segments

Creating customer segments

Editing customer segments

Promotions

Browsing promotions

Creating entry level promotions

Creating order level promotions

Creating shipping level promotions

Creating custom promotions

Setting promotions by customer group

Editing and activating promotions

Expressions

Policies

Reporting

Administration

System settings

Dictionaries

Logging

Configuring common settings

Business foundation

Updating the search index

Customizing the left menu

Catalog system administration

Warehouses

Tax categories

Catalog meta classes and fields

Order system administration

Payments

Shipping

Tax configuration

Order meta classes and fields

Scheduled jobs

Managing content

Multi-language management

Personalization

Gadgets

Access rights

 


EPiServer User Guide update 14-1 | Released: 2014-10-29 | Copyright © EPiServer AB | Send feedback to us