User Guide Elastic Suite For Magento 2 V2
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Retailer Suite Magento 2 User Guide Versions : Retailer Suite V2 Date : October 18th, 2018 Author : Vincent Pradoux Table of content I- INTRODUCTION I.1 WHAT IS ELASTIC SUITE FOR RETAILER? I.2 WHO WE ARE I.3 REQUIREMENTS I.4 ELASTIC SUITE FOR RETAILER MODULES LIST I.5 TERMINOLOGY I.6 FOR MORE INFORMATION II - RETAILER SUITE CONFIGURATION II.1 NAVIGATION MODE 3 3 3 3 4 5 5 6 6 II.1.a “Drive” navigation mode II.1.a “Retailer” navigation mode 6 6 II.2 RETAILER CONFIGURATION 7 II.2.a Retailer administration II.2.b Add new retailer 7 8 II.3 RETAILER OFFERS CONFIGURATION II.3.a Retailer offers administration II.3.b Create an offer II.4 STORE LOCATOR CONFIGURATION 12 12 12 15 II.4.a Map settings 15 II.5 SEARCH SETTINGS 17 II.5.a Retailer autocomplete II.5.b Retailer search settings III - FRONT OFFICE 17 17 18 III.1 FRONT OFFICE OPERATION 18 III.1.a Header III.1.b Product page III.1.c Checkout – Store delivery III.1.d Retailer search page III.1.e Retailer page 18 18 20 22 23 Elastic Suite for retailer User Guide 2 24 I - INTRODUCTION I.1 WHAT IS ELASTIC SUITE FOR RETAILER? Elastic Suite for retailer is an extension of the module Smile ElasticSuite (https://github.com/SmileSA/elasticsuite). It’s a set of modules for Magento 2 that integrates omnichannel strategy by adding web to store features: A powerful and customizable store locator Manage product catalog for each store Personalize the omnichannel customer experience: Drive or Retail High performances & scalability This set of modules has been designed to help multi-channel distributors to easly integrate omnichannel dimension in Magento. This set of modules has been created by Smile Innovation and is released under the Open Software Licence version 3.0. I.2 WHO WE ARE Set up in 1991, Smile is the first European integrator specialized in open source solutions. On top of our engineering expertise, Smile offers a vast range of services: consulting upstream and in support of the projects, the interactive agency both in creation and web design and in editorial, strategic and e-marketing advice, application maintenance, training, support & maintenance in operational condition, hosting and exploitation. Magento recognized Smile as a core partner through the « Global Elite » partnership badge. Since 2014, Smile Innovation is the innovation and experimentation entity of Smile. Our multidisciplinary team brings together experts in technology, innovation, and new applications. Together we explore, invent, and test technologies of the future, to better serve our clients. I.3 REQUIREMENTS First, you need to have the module Smile ElasticSuite 2.3.3 or higher. Nevertheless, it’s possible to integrate only the Store Locator without ElasticSuite. Smile ElasticSuite for Retailers has been successfully deployed and tested on the following Magento versions : • Magento Commerce 2.1.x or higher • Magento Open Source 2.1.x or higher As far as possible, you should install the module at the early beginning of your Magento project, at the same time you install Magento. This way, your development team won’t spend additional time to handle ElasticSuite specificities. Elastic Suite for retailer User Guide 3 24 I.4 ELASTIC SUITE FOR RETAILER MODULES LIST Depending on the project, several additional modules can be used to improve Elastic Suite. Each of them is published in open source and is shared on github. Module name Description Requir ements Elastic Suite For retailer Installation Package : ElasticSuite 2.1 Offer, seller, retailer, store locator, retailer offer, store delivery https://github.com/Smile-SA/elasticsuite-for-retailer Retailer ElasticSuite Search It allows to index retailers into the search engine and display them into the autocomplete results, and also on the search result page. ElasticSuite 2.1 https://github.com/Smile-SA/module-retailer-elasticsuitesearch Retailer Offer Seller It allows to implement retailer entities into Magento ElasticSuite 2.1 https://github.com/Smile-SA/magento2-module-retailer Seller It allows to configure offer for retailer into magento ElasticSuite 2.1 https://github.com/Smile-SA/magento2-module-offer Seller It allows to add sellers. None https://github.com/Smile-SA/magento2-module-seller Store Locator This module adds a store locator to the website. Map, Retailer https://github.com/Smile-SA/magento2-module-storelocator Map It allows to add map on the website. None https://github.com/Smile-SA/magento2-module-map Retailer Offer This module adds the ability to manage offers per Retailer Shop. Offer, retailer, store locator https://github.com/Smile-SA/magento2-module-retaileroffer Retailer Offer inventory It allows to add stock level for retailer offer Retailer Offer https://github.com/Smile-SA/magento2-module-retaileroffer-inventory Elastic Suite for retailer User Guide 4 24 Store delivery It allows to use store address for shipping address with store delivery shipping method Store locator (Map + retailer?) https://github.com/Smile-SA/magento2-module-storedelivery I.5 TERMINOLOGY POS Points of sale Retailer A retailer is synonymous with point of sale or store I.6 FOR MORE INFORMATION Elastic Suite official website http://magento-elastic-suite.io GitHub Elastic Suite for Magento 2 https://github.com/Smile-SA/elasticsuite GitHub Retailer Suite for Magento 2 https://github.com/Smile-SA/elasticsuite-for-retailer ElasticSuite Demo http://demo.magento-elastic-suite.io Smile official website http://www.smile.fr Elastic Suite for retailer User Guide 5 24 II - RETAILER SUITE CONFIGURATION In this chapter, we will speak about the different basic parameters of the module. II.1 NAVIGATION MODE Access: Stores -> ElasticSuite -> Elastic Suite for Retailer The “Smile elastic suite for retailer” module allows customers to choose a retailer. The retailer selection allows merchants to have two different catalog navigation modes depending on the configuration chosen in the back office. You have the choice between “drive” or “retail” navigation mode. Navigation mode settings II.1.a “Drive” navigation mode The "drive" mode allows access to the user only to the product catalog of the selected retailer. Nevertheless, it’s possible to have access to all retailer offers by setting the attribute "Display offers on product page" to yes. Drive mode This operation makes it possible to implement navigation logic by “assortment retailer” where the user's navigation begins with the choice of his retailer. II.1.a “Retailer” navigation mode The “retail” mode allows users to navigate in the web catalog and to have access to the retailer offers. Elastic Suite for retailer User Guide 6 24 II.2 RETAILER CONFIGURATION II.2.a Retailer administration Access: Sellers -> Retailers The Inventory grid lists all retailers. Use the standard controls to sort and filter the list, find products, and apply actions to the selected retailers. From the grid, you can create new retailers and edit existing ones. Retailers Grid You can edit or delete a previously created retailer and add or remove some elements from the grid or by clicking the delete retailer button on the Retailer edit page. Elastic Suite for retailer User Guide 7 24 II.2.b Add new retailer Access: seller -> retailer -> Click on add new retailer Step 1 – Complete the basic fields The first fieldset shown in this screen allows you to configure Retailer's basic data. Step 1 – Basic settings Attribute Required Description URL Key No You can enter an URL Key for the retailer, or let the system automatically create one that is based on the « Retailer name ». The URL Key defines the URL of the retailer details page. Enable Retailer Yes To enable the retailer, set “Yes” Retailer name Yes The name of this retailer Seller code Yes A technical identifier for the retailer. Never displayed in FrontOffice, may be used for internal purposes. This field should be unique among all retailers Description No In the Description box, enter a paragraph or two of descriptive text for the retailer details page Step 2 – Complete the meta data The second attribute set contains SEO attributes, to enhance the retailer's page referral. Meta datas attribute set Elastic Suite for retailer User Guide 8 24 Attribute Required Description Page title No Retailer page title (SEO) Meta Keywords No Meta keywords (SEO) Meta description No Retailer meta description (SEO) Step 3 – Complete the address This attribute set allows merchant to set the address of the retailer. adresse attribute set Attribute Required Description Street Yes The street of the retailer Postcode Yes The postcode of the retailer City Yes The city of the retailer Country Yes The country of the retailer State/region Depend on the country The state/region of the retailer Latitude Yes The latitude of the retailer Longitude Yes The longitude of the retailer Step 4 – Complete the contact information This attribute set allows you to set the contact information of the Retailer Contact information attribute set Elastic Suite for retailer User Guide 9 24 Attribute Required Description Contact phone number No The phone number of the retailer Contact fax number No The fax number of the retailer Contact mail No The email of the retailer Show contact form Yes To enable the contact form, set “Yes” Contact form The contact form allows users to send an email to the retailer directly from the website. The customer must complete the following fields: • Name (required) • Email (required) • Phone number • Message (required) Step 5 – Complete the shipping tab This tab allows merchants to enable or disable the store delivery. Shipping tab Step 6 – Complete the opening hours Opening hours settings Elastic Suite for retailer User Guide 10 24 For every week day, you are able to set none or several opening periods. The intervals are divided by 15 minutes. If you want to indicate that the retailer is closed on Sunday, you just have to let this day empty. To delete an opening hour range, double click on it. Step 7 – Complete the special opening hours This attribute set allows merchants to set special schedule for a date. Special schedule settings With this feature, merchants are able to add Special Opening hours: • Setting a day which is usually Open as Closed for a specific date (special closure) • Setting a day which is usually Closed as Open for a specific date (special opening) If you want to remove a special opening hour, just click on the recycle bin in front of it Front office display Elastic Suite for retailer User Guide 11 24 II.3 RETAILER OFFERS CONFIGURATION II.3.a Retailer offers administration The retailer offers menu provides easy access to the retailer offer administration. This menu allows to manage offers. The Inventory grid lists all offers by retailers. Use the standard controls to sort and filter the list, find products, and apply actions to selected offer. From the grid, you can create new offer and edit existing ones. 1- Sellers menu II.3.b Create an offer Access: seller -> retailer offers -> Click on add offer Step 1 – General offer parameters Select a retailer and a product. General offer parameters Attribute Required Description Retailer Yes Retailer seclection Product Yes Product selection Elastic Suite for retailer User Guide 12 24 Warning Beware, the retailer and the product cannot be changed once the offer is created. When you click on “product”, a window appears by left and you can select the product for which you want to create an offer. Product selection window Click on “save and continue edit” Step 3 – Offer conditions Complete the following fields to create a new offer. Offer conditions Attribute Required Description Offer is available Yes If the product is available for the selected Retailer. Price No The product price for this Retailer (leave empty to let the product price unchanged) Special price No The product special price for this Retailer (leave empty to let the product special price unchanged) Elastic Suite for retailer User Guide 13 24 Step 3 – Offer stock Complete the following fields for manage retailer offer stock level Attribute Required Description Quantity No Retailer’s stock – To enable this feature, you have to install the Retailer offer inventory module Stock status No In stock or Out of stock • Click on “save and continue edit” Offer summary • Click on offer summary to show the offer summary Offer summary Automatic offers creation The implementation of a catalog flow or an import for the management of offers is possible. The module has been designed in this sense. Elastic Suite for retailer User Guide 14 24 II.4 STORE LOCATOR CONFIGURATION II.4.a Map settings Access: Stores -> configuration -> Services -> Click on Smile Map The Smile Map module allows merchants to configure a map on your Magento website. Smile map settings Step 1 – Map settings Smile map settings Elastic Suite for retailer User Guide 15 24 Attribute Required Description Provider No You can choose between OpenStreetMaps and Google Maps as Map providers. Google API Key No If you choose Google as a provider, you can set your Google API Key here Google API Librairies No Google map style No If you want to modify the map style Directions URL No The link to the Directions url of the provider. Will be used to render the Directions link for providers. Market icon No To upload a specific marker icon Disable zoom out when no result No To disable zoom out when no result Enable marker cluster No To enable marker cluster. Maximum number of visible stores No To set a limit for performance issue. Above this limit, the list of stores will not be display. Steps 2 – Address templates This panel allows you to customize how retailer’s addresses are rendered in several different locations. This works in the same way as on Magento. Additional information can be found in the official Magento documentation: Magento does render Customer's address Address template settings Elastic Suite for retailer User Guide 16 24 II.5 SEARCH SETTINGS By default, the module provides a search bar for retailer only. Nevertheless, it’s possible to index retailers in the autocompletion of ElasticSuite (Magento2-retailer-elasticsuite-search) II.5.a Retailer autocomplete If you use the “Magento2-retailer-elasticsuite-search” module, go to: Store -> ElasticSuite -> Autcomplete -> click on “Retailer autocomplete” Autcocomplete settings Attribute Max size Required No Description Maximum number of retailer suggestions to display in autocomplete results II.5.b Retailer search settings If you use the “Magento2-retailer-elasticsuite-search” module, go to: Store -> ElasticSuite -> click on retailer search settings Retailer search settings Attribute Required Description Max result No Maximum number of results on the search page (block) Enabled suggest bloc on search result page No Enable or disable retailer results search page block Fields indexed No You can enable or disable data indexes. Elastic Suite for retailer User Guide 17 24 III - FRONT OFFICE III.1 FRONT OFFICE OPERATION III.1.a Header A new search bar dedicated to the retailers is available in the header. Users can search by • Geolocalisation • Manual (city, postalcode, region) Header with retailer's search bar III.1.b Product page Depending on the configuration of the “mode” (retail or drive), the product page will have a new functionality “Retailer availability” and the price will be relevant with the retailer offer. Retail navigation mode & activation of the feature “display offers on product page” with no selected retailer Elastic Suite for retailer User Guide 18 24 When the user clicks on “see retailer availability”, a pop-in displays with the following information: • Store search bar • Store list with their address • Stock “in stock” or “out of stock” • CTA “choose this store” Retailer stock pop in Selected retailer display Elastic Suite for retailer User Guide 19 24 III.1.c Checkout – Store delivery Merchants can use the retailers as parcel pick up point. This method allows to merchants to use the retailers address as delivery address. Step 1 – Shipping address 1. Th user has access to a new delivery address: “Delivery in store” 2. To selec a store, click on “choose a parcel pick up point” Checkout step 1 - Shipping address Step 2 – Parcel pick up point selection A store locator is displayed in a pop-in 1. The user chooses a store by using search bar or drop-down list 2. Ckick on “choose this store” to confirm store selection Checkout Step 1 – Parcel pick up point selection Elastic Suite for retailer User Guide 20 24 1. User can access to store information. Parcel pick up point information 1. Finally, the address is filled in and the delivery method is updated. Checkout step 1 over Elastic Suite for retailer User Guide 21 24 III.1.d Retailer search page 1. The map displays the stores closest to the customer's search. The results menu is dynamic. It reacts according to the zoom on the map, it refers the POS visible on the map. So, if there are 2 POS visible on the map then there will be 2 results in the results block. 2. It’s possible to make a new manual search from this page or to use geolocation. 3. By clicking on “View all” on the results block, the view widens to see all the shops. Retailer search page 4. By clicking on “Detail” on the results block, the view is centered on the shop. The results block is replaced by a pop-in with information from the selected shop. From this pop-in, several actions are available : a. Show opnening hours by clicking on the arrow Opening status in real time A quick overview of the real-time opening status is available. b. Show the opening state of the shop : (open today, imminent closure,…) c. Select the store as repository by clicking on “choose this shop”. This allows you to associate the store with the browsing session (depends on the navigation mode). d. Reach the store page by clicking on “details” e. Create a route by clicking on “route”. The customer is redirected to a new google map page (if you use google API) with the pre-filled arrival point (shop) f. View shops nearby Elastic Suite for retailer User Guide 22 24 Retailer details pop-in III.1.e Retailer page All stores have a dedicated page. The retailers page consists of the following information: 1. Small map 2. Retailer description 3. Retailer address 4. Opening and closing hours 5. Special Opening hours 6. A contact block with the following information: a. Phone number b. Fax number c. Mail d. Link to “contact us” opens the contact form in a pop-in. (more information about the contact form in the Part x) It’s always possible to add the current retailer as a repository. Contact form The link “contact us” is displayed only if the attribute “Show contact form” is enable. Elastic Suite for retailer User Guide 23 24 Retailer page Contact form If the retailer is configured to display the contact form, the customer can access to this form via the “contact us” link on the retailer page. Retailer contact form The contact form allows you to send an email to the retailer directly from the website. The customer must complete the following fields: • Name (required) • Email (required) • Phone number • Message (required) Elastic Suite for retailer User Guide 24 24
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