eCart Lite

The eCart Lite module is an optional add-on. Contact your web developer to discuss pricing and installation.

This page relates to the management of the eCart Lite module through the CMS. For information on installing and setting up the eCart Lite module, see the Designers and Developers version.

eCart Light is a simple e-commerce system for websites looking to sell a small number of products on their website.

Dashboard

The eCart Lite Dashboard displays a summary of recent orders. Clicking on an order will open a screen showing the details of the customer and the order they placed.

Products

The products screen lists all active products and allows you to add new products, edit existing products and archive products that are no longer needed.

eCart Lite Product Screen

Add a Product

To add a new product click on the Add New button button on the Products screen. This will open a new screen with a form to enter your product's details.

Name

Enter a name for your product. Try and keep it short and simple.

Summary

Enter a brief summary of your product. The summary should ideally be a simple sentence that describes your product.

Description

The description field allows you to provide all the details of your product, expanding on the summary. You can include links to other pages or documents, add images and format the text as required using the WYSIWYG editor.

Assets

Each product can be assigned two image assets - a thumbnail and a full-size image. The thumbnail, or small image, is used in the display of your product listing, or your shop's landing page. The full-size image can be used on the main product detail page or as a large version of the thumbnail. Ask your Web Designer how they have setup your shop on the website and how to format your images.

Add an Image Asset

To add an image asset to your product, follow these steps:

  1. Click on the Plus icon icon.
  2. Select an image from the File Manager window or Upload a new file.
  3. Click on the Insert button button.

Remove an Asset

To remove an asset, click on the Remove icon icon beneath the asset you wish to remove.

Prices

There are three options when entering a price for your product:

  • RRP - The recommended retail price of your product.
  • Web - A special web-based price option if you want to make it different to your physical store price.
  • Shipping - The amount of shipping you wish to charge to send this product. This is used to calculate shipping at the checkout stage.

How prices are displayed on your website is determined by the template your Web Designer has created.

Stock

Enter how many of the particular product you have. If the product has an unlimited supply, or you only have display stock available, you can click on either of the checkboxes.

Categories

If your store has different categories, you can choose one or more to apply your product to. For more information, see the Categories section below.

To apply a single category, just click on the name of the category so it is highlighted. Apply multiple categories by holding down the Ctrl or Command key on your keyboard and clicking on the category names you would like to apply.

Remove a Product

To remove a product click on the Archive button link at the end of the row of product information on the Product screen.

Categories

Categories make it possible to organise your products to make it easier for people to find them, particularly if you have a large number of products.

Add a Category

To add a new category click on the Categories option on the sidebar and select the Add new button button. This will open a new screen asking you to enter a name for your category, and if required, add an image asset to represent it. Click on Save button when you're done and the category will be added to the list on the Categories page.

Add an Image Asset

To add an asset to your category, follow these steps:

  1. Click on the Add asset icon icon.
  2. Select an image from the File Manager window or Upload a new file.
  3. Click on the Insert button button.

Remove an Image Asset

To remove an asset, click on the Remove asset icon icon beneath the asset you wish to remove.

Archive a Category

To archive a category, click on the Archive button link on the right-hand side of the list next to the category you wish to remove. This will hide the category from your website and can be restored later if necessary. For more information on how to do so see the Archive section below.

Orders

The Orders screen lists all of the orders your website has received (online orders). Orders can also be entered manually via the CMS (offline orders) if you take orders over the phone or via email or post.

The eCart Lite Orders Screen

Add an Offline Order

To add an offline order, click on the Add new icon icon on the Orders screen. This will open a screen asking for the following information.

Order Details

Order ID

The Order ID is set automatically by the CMS and is used to identify the order.

Customer

Choose whether the customer is a new customer, or an existing customer. This will alter how the Customer Details panel on the right is displayed.

Order Date

Enter a date for the order. The CMS will choose the current date as default but you can choose any date in the past or future.

Status

Choose a status for the order from the dropdown box. The options are:

  • Pending - The order has been placed and is awaiting payment or confirmation.
  • Complete - The order is complete and payment has been received.
  • Unsuccessful - Payment has been declined

Customer Details

When placing an order for an existing customer, click on the box labelled "Select one..." to choose a customer from the list. This will populate the fields below with their information.

Name

Enter the full name of your customer.

Email

Enter an email address for your customer.

Phone

Enter a phone number for your customer. This can be a mobile or a landline.

Delivery Address

Enter a delivery address for your customer. It should include number, street, suburb, state and postcode. If the customer is from overseas, also include their country.

Ordered Items

To add products to the order, click on the Add Items button button in the Ordered Items Panel. This will open a popup window with a list of available products. Click on the Add asset icon icon to add a product to your order. The selected product will then be added to the list of ordered items. Repeat this process until you have added all the products you need to.

Once you have completed all the order information, click on the Save button button to finalise the order.

Adjusting Quantity

To adjust the quantity of a product included in the order, click on the Pencil icon (Edit) icon next to the product. You can then change the value in the text box (default is 1) and click Save button when you're done.

Note: You must add at least one product to the order before it can be saved. Adding multiple instances of the same product will automatically update the quantity field.

Payment

Payment for offline orders is handled offline, and does not use the same process as an online order. Make sure you have received payment for the order before releasing the goods to the customer.

Edit an Existing Order

To edit an order, locate it in the overview list found on the Orders screen and click on the Transaction ID. This will open a screen with the order's details.

The Edit Order screen

All parts of the order are editable except for the Order ID. This is set automatically by the CMS and cannot be changed.

Editing fields is done in the same way as adding an offline order. See the previous section, Add an Offline Order for more information.

Customers

The Customers screen lists all of your customers. People become customers by placing an order on your website or they can be added manually via the customer screen or when adding an offline order.

Add a Customer

Add Customer Form

To add a new customer, click on the Add new button button on the Customers screen. This will open a form asking for the customers details. Each customer requires a:

  • Name - The customer's full name.
  • Email - A valid email address.
  • Phone - A phone number, either landline or mobile.
  • Delivery Address - A street address that can accept deliveries.

Once this information has been entered, click on the Save button button. The customer's details will now appear in the customer list.

Edit a Customer

To edit a customer, locate their details in the customer list and click on their name. This will open the Edit Customer screen. Replace the information that needs editing and click on Save button. The updated details will now appear in the customer list.

Delete a Customer

To delete a customer, locate their details in the customer list and click on the Remove icon icon in the appropriate row. If you are sure you want to delete the customer, click OK in the confirmation box. The customer's details will be removed from the customer list. This is permanent and cannot be undone.

Archive

Products and categories cannot be deleted permanently, instead they are archived so you can restore them without having to re-enter the same information.

Restore an Archived Product or Category

To restore an archived Product or Category, follow these steps:

  1. Click on the Archive Link below eCart Lite in the sidebar to access the Archive screen.
  2. Choose whether you want to restore a Product or Category from the dropdown box.
  3. Locate the Product or Category you want to restore.
  4. Click on the Restore button button.

Settings

The settings screen allows you to configure payment, shipping and tax information.

Tax Settings

If the products in your shop attracts a sales tax, click on the checkbox next to Tax to enable it and enter the following information:

  • Tax Name: A name to identify your tax (i.e. GST in Australia, VAT in the UK).
  • Tax Rate: The rate of tax to apply. This should be applied as a decimal, so 10% would be 0.1).

Click on the Save button button to complete your changes.

Shipping Settings

If your shop has a fixed price for shipping, regardless of how many items are ordered, click on the checkbox next to Flat Rate Shipping. Once this is ticked, enter the amount of your shipping into the Shipping Rate box. eCart Lite will apply this value to the order on checkout.