Frequently Asked Questions - Ubercart / Shopping Cart

A common mistake by many Drupal Ubercart websites is to not complete orders that are made through the website.  Orders are made, notifications of the order are received, payments are received and shipments are done.  But, don’t forget to log into Ubercart and complete the order.  This allows for ubercart to properly track and report sales.  To complete the order follow these simple steps when logged your site:

• Select Store Administration
• Select Orders
• Select View Orders
• The orders can be sorted by Order Status.  Sort the orders by listing Active orders
• Review the orders where payment is recieved
• Select the view order icon to view the specific order
• View the specific order details and change the order status to complete.  Check the box marked "Send e-mail notification on update" to send an e-mail to the order contact.  This email text can be configured and customized.

By completing your individual orders you will be able to view order statistics in the ubercart reports.

You can add a new coupon [With the Coupon Module] by following these steps from the Administration Menu:

• Click Store Administration
• Select Coupons
• Select Add new coupon
• Enter Coupon name: Name for your use only
• Enter Coupon code: Name that the customer will type in to apply the coupon
• Set the Expiration date
• Set the coupon to Active or leave unchecked to keep inactive.
• Set the Discount type [Percentage or Price discount]
• Set the Discount value
• [Optional] Set the Minimum Order limit [minimum amount for discount to apply]
• [Optional] Set the Maximum number of redemptions (per code)
• [Optional] Set the Maximum number of redemptions (per user)
• [Optional] Set the Product classes the discount applies to [products and or product kits]
• [Optional] Select Applicable Products
• [Optional] Select Applicable SKU’s
• [Optional] Select Applicable Taxonomy terms
• [Optional] User Restrictions
• [Optional] Role Restrictions
• [Optional] Wholesale permissions [If wholesale modules were set and configured]
• Click Save

This is a customization to the stock ubercart to allow custom descriptions, images, files to be associated with catalog categories and sub-categories.  This customization overwrites the basic taxonomy description that is described above.  To create a custom description for a category follow these steps from the administration window:

• Select Content Management
• Select Create Content
• Select Category Page
• Priority: Default
• Title: Title of the Description
• Catalog: Associate with what Catalog Taxonomy Category Term
• Body: Using WYSIWYG, add the custom text you want to add.  If pasting from Microsoft Word or the web be sure to use the suggestions detailed in Pasting Text.  Format your text in the rich-text editor.  Add any photos associated with the page using the Insert Image button. 
• Add File Attachments if necessary. 
• Select Save

This page will now display within your catalog pages if the programming customizations were completed by Nu-Designs.

Create New Products by using the administration menu:

•  Select Content Management
• Select Create Content
• Select Product
• Fill in all required fields.  See additional information in other / posts
• Select Save
    

The Ubercart products can be managed directly from the product description page in the website or in the administration menu.  You can edit an existing product by navigating directly to the product.  If logged in you will see an Edit menu above the product display.

• Select Edit
• Edit the Product Name in the Name field
• Edit the Product Description in the Description field
• Assign the appropriate Category  / Sub-Category the product will be listed under Catalog.
• Assign any Attributes associated with the product
• Add any product Images. Multiple images can be displayed.  The first (top) image will be shown first and lower images will display as smaller thumbnails below the product.  The user will be able to click on the images and scroll through them.  Move the images around to re-order them.
• Assign a Product SKU: Required
• Add a Product Price.  There are 3 price levels available.  Sell Price is required.  This is the price that is displayed on the web.
• Add shipping.  Flat Rate by product, weigh or size.  [Requires configuration and setup]
• Edit various other options.
• Select Save.
    

The Ubercart catalog can have categories, sub-categories and sub-sub-categories and so on.   These categories are managed through the site taxonomy.  Manage them from the administration menu bar as follows:

• Select Content Management
• Select Taxonomy
• Select List
• Select List Terms from the Catalog Taxonomy item
• Re-order or change the order of the categories listed: click+hold the left hand double arrow and drag the term up or down the list.
• Create Sub-Categories by indenting the term under a parent term. Simply click+hold and drag the term to the right.  You can create as many levels of sub-categories as you need.
• Add new terms by Selecting Add Term from the menu items in the Catalog Taxonomy.
• Breadcrumb path: Leave Blank unless you want to specify a particular path other than default
• Term Name: Type in the Term Name as you want it to display in the catalog.
• Description: Add a Description or leave blank.  Used as the category description and may not be used in your website.  The description does not have WYSIWYG, Image or attachment options. Many times this is completed elsewhere in a view. 
• Save the new term. 
• Re-Order the new item around in the list terms view described above.