====== How to Config E-Commerce In A Campaign ======

===== Module Installation =====

  *go to [System Modules], find E-Commerce module

Module Installation,plase refer to [[:en:module_manual:system_modules:module_installation]]

After the module is installed, you need to build an e-commerce solution,put the products is integrated into a unit for agent to sale.


===== Create E-Commerce =====

  *go to [E-Commerce] → [E-Commerce], click [Add].We can create different type of E-Commerce by need;

{{:en:module_manual:e_commerce:ecommerce_add.jpg?768|Add E-Commerce}}

===== Create Products For E-Commerce =====

  *go to [E-Commerce] → [Products], choose the select on the top of page,choose one E-Commerce,then click [Add],add product for this E-Commerce

{{:en:module_manual:e_commerce:product_add.jpg?768|Add Product}}

As shown picture above,add product for testCommerce

The parameter on the add page,please refer to [[:en:module_manual:e_commerce:product]]

If you need to add more,pleas repeat this setup.


===== Bind E-Commerce For Campaign =====
On the campaign page.Whether add or edit the campaign,it can select the E-Commerce for current campaign to bind

{{:en:how-to:campaign_bind_ecommerce.jpg?600|Bind E-Commerce For Campaign}}


After binded the E-Commerce,so you can see the E-Commerce part on the customer Pop page with this E-Commerce


===== Customer Popup Page On The Agent Work Page =====

Use agent's account to login the system,redirect to the agent work page,like this

{{:en:how-to:campaign_agent_work_page.jpg?768|Agent Work Page}}



When click the customer data in the page list or the customer dialin,the agent will popup the customer,like

<note tip>If the E-Commerce is installed,and the E-Commerce is binded with the campaign,it will be shown on the customer popup page</note>

Because the Campaign bind the E-Commerce,the customer popup page's content won't show all,split the page into two picture,as below

{{:en:how-to:campaign_customer_popup-1.jpg?768|Customer Popup Page}}

{{:en:how-to:campaign_customer_popup-2.jpg?768|Customer Popup Page}}

Explain the E-Commerce on the customer popup page:

{{:en:how-to:E-Commerce_on_popuppage.jpg?768|E-Commerce}}

In box ①,can search the product by `Product Name` `Type` and `Barcode`,the search result will be shown at box ② list

box ③ show the product which the agent is choosing product for customer,can click the order button behind the prodcut message to order the product.After click,the box ③ will show the ordered product

Can modify the `Unit-Price` `Quantity` `Original Price` `Discount Amount` `Amount Receivable` of product,if wanna cancel the product,click the cancel button behind every ordered product

In box ④,when finished choose the products,can save the purchase order for customer.`Consignee` will be automatically entered the popup customer'name,`ConsigneeMobile` will be automatically entered the popup customer'phone1 and `ConsigneePhone` will be automatically entered the popup customer'phone2.Finished order message,click `Save the order` button to save order,if save successfully,it will get the message.

In box ⑤,it shows the recent pruchase records,Default is not loading the data,need to click `Click the get recently purchase records` link to get data.The recent pruchase record will be shown in the data list.

{{:en:how-to:campaign_recent_purchase_record.jpg?768|Recent Purchase Records}}

As above,it shows the recent purchase records of every product's order record

  *OrderCode : The order code of the purchase order
  *Model : the module which created the order
  *Model ID : the module's name which created the order
  *Product Name : the product name of the order
  *Quantity : the purchase number with this product
  *Unit-Price : the unit price of this product
  *Original Price:the original price of this product.Maybe the agent discount the product for customer
  *Discount Amount:the discount number of this product which the agent discount for customer
  *Amount Receivable:the final transaction price of the order,after discount.
  *AgentNo:the agentno who created the purchase order
  *Created:when created the order

As above picture,add one prodcut for testCommerce

The premeter on the add page,refer to [[:en:module_manual:e_commerce:product]]

As box ⑤,Customer5001 buy the product,will create the order and purchase records,that's will be shown on the `Orders` and `History Orders` under the E-Commerce module.

go to [E-Commerce] -> [E-Commerce] ,open the page,like this

{{:en:how-to:campaign_order_page.jpg?768|Recent Order}}

choose the select in the red box on the top,and choose `testCommerce`,like this

{{:en:how-to:campaign_order_list.jpg?768|Recent Order}}

As above,you can see the order message of the customer `Customer5001`(00000000005)

<note tip>Why the order message of the `Module Type` is Customerservice in the page list?Because the E-Commerce can be binded to Customer Service too,and the customer of Customer Service had the order</note>

go to [E-Commerce] -> [Orders],open the page,like this:

{{:en:how-to:campaign_historyorder_page.jpg?768|History purchase records}}

choose the select in the red box on the top,and choose `testCommerce`,like this

{{:en:how-to:campaign_historyorder_list.jpg?768|History purchase records}}

Can set the premeter `E-commerce data RetentionTime` under `LargeData Process` in the setting page to control how long the order and the purchase records reserved


{{:en:how-to:campaign_e_commerce_premeter.jpg?768|E-commerce data RetentionTime}}

the system can deal with the order and purchase records which created before the premeter value By this premeter to `History Orders` and `History Order Details` by this premeter

Can go to [E-Commerce] -> [History Orders] and [History Order Details] to view the history order and purchase records