Table of Contents
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Section # |
Content |
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4. 4.1 4.2 4.3 |
Sale Products & Promotions Inventory Special Price Volume Discount |
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5. 5.1 5.2 |
More Options Buy Together Products Related Products |
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6.1 6.2 6.3 6.4 6.5 6.6 |
Orders Cancellation Requests Return Requests Cancellation Penalty Rules Late Charges Management Upcoming/overdue Returns |
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7. 7.1 7.2 7.3 7.4 |
Request For Quotes In-progress Accepted Rejected Orders |
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8. 8.1 8.2 8.3 |
Sale Orders Orders Order Cancellation Requests Return Requests |
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9. 9.1 9.2 |
Shipping & Fulfillment Shipping Profiles Link Products With Pickup Address |
4. Sale Products& Promotions
From this area inventories of products eligible for sales are managed.
4.1 Inventory
A newly registered seller’s inventory will be empty. The seller can add inventory from ‘Marketplace Products’ or they can also add their products to the shop (Add New Product) and then add inventories (if enabled by the admin).
The process to add an Inventory For Sale:
A. Through Marketplace Products or Admin’s Catalog: From the listing area, click on the ‘Marketplace Products’ button provided in the top-right corner. The ‘Add To Store’ 
button is kept at the end of each listed product. To add, click on the button and an inventory setup form will open where information is added under the following tabs:
a. Rent: Add the following information prompted:
● Title*: Name of the inventory.
● URL Keyword: The site URL of the inventory.
● Publish: This drop-down list has two options: Yes and No. Selecting‘Yes’willdisplay this inventory at the front end. Selecting ‘No’ will hide this inventory from the front end.
● Available From: Select the inventory availability date. Availability of product with future date can be done and it will be visible from that date onwards.
● Product Condition*: Select if the inventory is ‘New’, ‘Used’, or ‘Refurbished’. By selecting ‘New’ the seller confirms that the inventory will directly go from the manufacturer to the buyer and has its complete warranty. By selecting ‘Used’ the seller confirms that the inventory was used for a specific period and then sold by another buyer. By selecting ‘Refurbished’ the seller confirms that the inventory was returned by a buyer shortly after the sale due to specific reasons (mostly due to the presence of any defects) and is now available for sale with a new warranty and better quality.
● Rental Duration Type: Select the duration type for rental. It can be in days, weeks, or months. Shipped and pick up, pick-up only, and shipped only are the various options available to select. Please note, duration discount may be affected after duration type change
● Minimum Rental Duration: Set the minimum duration to rent.
● Fulfillment Method: Select the fulfillment delivery method for the product. ‘Shipped and Pickup’, ‘Pickup Only’, and ‘Shipped Only’ are the various methods to choose from
● Shipping Profile: Define a shipping profile. Profile is seller created an entirely manageable from Shipping & Fulfillment > Shipping Profiles. Please note that the profile will update all Inventories of the same catalog for sale and rent.
● Minimum Rental Quantity*: Set the minimum quantity of the product that ought to be bought by the buyer.
● Enable Request for Quote: Enable this checkbox. Request for a quote can be enabled on the product you would like to receive custom requirements regarding quantity and price from the buyers.
● Variant/option: Select the variant options from the list.
● Security Amount: Enter the security amount.
● Buffer Days: Set a buffer time. This is the time required to prepare your service for the next rental booking.
● Original Price: Enter the original price.
● Rental Price(Including Tax): Enter the price inclusive of taxes.
● Quantity: Set the quantity of the product.
Click on the Add button and new fields to add option variants will appear below to add more option variants. Alongside this, a copy to the clipboard button 
can be used to copy the information into the columns including security amount, buffer days, original price, rental price, and quantity. To paste the copied information use the keyboard shortcut (Ctrl+V) or right-mouse-click the ‘Paste’ option.
and new fields to add option variants will appear below to add more option variants. Alongside this, a copy to the clipboard button can be used to copy the information into the columns including security amount, buffer days, original price, rental price, and quantity. To paste the copied information use the keyboard shortcut (Ctrl+V) or right-mouse-click the ‘Paste’ option. ● Add Extra Comment For Buyer: Additional buyer comments can be added.
● Rental Terms & Conditions: Include important rental terms & conditions.
● Translate To Other Languages: A checkbox to translate to other languages is provided to update data in other languages with a click. Below this, inventory data for other enabled languages are displayed. Click on the arrow icon
and the information is added to the title, any extra comment for buyer and rental terms & conditions fields. To save the information added, click on the ‘Save Changes’ button, whereas ‘Discard’ will abandon the changes.
and the information is added to the title, any extra comment for buyer and rental terms & conditions fields. To save the information added, click on the ‘Save Changes’ button, whereas ‘Discard’ will abandon the changes. b. Sale: Add the following information prompted:
● System Should Subtract Stock On Purchase: Enable this checkbox and the system will automatically subtract stock on purchase.
● System Should Track Product Inventory: Enable this checkbox to track product inventory. This setting only works when the system subtracts the stock setting option is enabled.
● Alert Stock Level: Define when the stock level alerts are raised.
● Minimum Purchase Quantity: Enter the value defining the minimum purchase quantity of the product available for sale.
● Publish: To publish the product at the front-end directly select yes, otherwise select no.
● Date Available: Define when the product inventory will be available.
● Product Condition*: Select if the inventory is ‘New’, ‘Used’, or ‘Refurbished’. By selecting ‘New’ the seller confirms that the inventory will directly go from the manufacturer to the buyer and has its complete warranty. By selecting ‘Used’ the seller confirms that the inventory was used for a specific period and then sold by another buyer. By selecting ‘Refurbished’ the seller confirms that the inventory was returned by a buyer shortly after the sale due to specific reasons (mostly due to the presence of any defects) and is now available for sale with a new warranty and better quality.
● Use Shop Return And Cancellation Policy: Enable the checkbox to imply shop return and cancellation policy on the product setting up for sale. Disabling of policy will ask you to submit the following information:
○ Product Order Return Period (days): State product order return period in days for buyers.
○ Product Order Cancellation Period (days): Mention the product order cancellation period in days.
● Selling Price (Including Tax): Mention the selling price of the product.
● Quantity: Mention the quantity of the product.
● SKU: Enter the SKU of the product added.
Once information on the sale tab is added, click on the ‘Save Changes’ button.
The ‘Product Info’ option allows the seller to view information about the products which are added by the system admin.
B. By Adding A New Seller Product: Click on the ‘Add New Product’ button provided in the center-right corner and fill in all the details. The newly added product will be displayed on the ‘My Products’ page. Click on the ‘Add Inventory’buttonredirects the seller to the ‘Custom Product Setup’ page where the following product-related information is added:
i. Initial Setup
● Product Identifier*: Enter a unique identifier for the product. The product identifier is not displayed on the front end and is used only for the system's internal purpose.
● Brand: Enter the brand for the product. The suggestions drop-down list will be displayed when the seller begins to enter the brand name. However, the suggestions seen are only those that have been added by the admin. If any particular brand is not available in the suggestion list, the seller can perform any one of the following two actions as per the settings made by the admin:
○ Add Brand: This button will be displayed when the admin has disabled request approval settings from their end. The seller can directly add a new brand through this button. Once the brand is added, it will be displayed in the suggestions list.
○ Request For Brand: This button will only be displayed if the admin has enabled request approval settings from their end. The seller can forward a request to the admin to add the new brand. However, this new brand can only be linked with a product after the admin approves it. The seller can view the status of their request or make changes from the ‘Requests’ provided in the side navigation bar. Clicking on any of these buttons, a pop-up menu bar will appear that has three sub-tabs:
■ Basic: Enter unique brand identifier information. After adding the brand identifier, please click on the ‘Save Changes’ button.
■ Language Data: The next segment of the form collects the following information:
➢ Language: The system allows users to add separate content for different languages. So, please choose the language type for which the information is being added.
➢ Brand Name: Enter the name of the brand. The seller can select the checkbox of ‘Update Other LanguagesData’ to enable the automatic translation of data to other languages.
NB: The ‘Update Other Languages Data’ option is only available if the admin has enabled the ‘Translate to Other Languages’ button. To save the added information, please don’t forget to click on the ‘Update’ button.
■ Media: Here, the seller can upload an image to represent the brand. The system allows users to add different media files for different languages. So, please choose the language type for which the media file is being added. The ‘Ratio’ column of the form allows you to define the dimension for the image. The seller can select any one of the ratios as per their requirement for ‘Preferred Dimensions’. To upload an image, the seller must click on ‘Choose File’. After selecting the image, a pop-up will be displayed to edit/crop the image. Clicking on ‘Crop’ will save the image successfully.
The ‘Brand Setup Successfully’ message is displayed which confirms that either the brand has been added or the seller's request to add it has been forwarded to the admin for approval.
● Category*: Select the appropriate category in which the product can be added. A suggestions drop-down list will be displayed when the seller begins to enter the category name. The seller can choose an appropriate category from this list. However, the suggestions seen are only those that have been added by the admin. If any particular category is not available in the suggestion list, the seller can perform any one of the following two actions as per the settings made by the admin:
➔ Add Category: This button will only be displayed if the admin has disabled request approval settings from their end. The seller can directly add a new category through this button. Once it is added, the category will be displayed in the suggestions list.
➔ Request For Category: This button will only be displayed if the admin has enabled request approval settings from their end. The seller can forward a request to the admin to add the new category. However, this new category will only be displayed in the suggestions list after the admin approves it. The seller can view the status of their request or make changes to it from the ‘Requests’ module provided in the side navigation bar. To request a category click on the ‘Request For Category’ button. The first thing to enter is ‘Category Name*’ and choose the ‘Parent Category’ from the drop-down list. Enable the checkbox ‘Translate To Other Languages’ to update data in other enabled languages. Click on the ’Save Changes’ to save the information added. This category will be displayed in the list only after the admin has approved the seller’s request.
● Tax Category(Sale)*: Select the relevant tax category that your product belongs to for sale. The list is admin-manageable. Click on the ‘Tax Categories’ link provided above the field to view the existing categories.
● Tax Category(Rent)*: Select the relevant tax category that your product belongs to for rental. The list is admin-manageable. Click on the ‘Tax Categories’ link provided above the field to view the existing categories.
● Minimum selling price [Default Currency]: Enter the minimum selling price for the product.
● Status: Select the current status of this product from the drop-down list.
● Product Name*: Enter the product name that will be displayed at the front end.
● YouTube Video URL: The seller can add a YouTube video URL for the customers to have additional knowledge about this product.
● Description: The seller can add additional information describing the product in the ‘Description’ text box provided. This information can help customers know more about the product.
● ‘Translate to Other Languages’ Check-box: Selecting this checkbox, the system will automatically update content to other languages.
NB: The ‘Translate to Other Languages’ button is only displayed if enabled by the admin. If the admin has disabled this fea
ii. Options and Tags -
The product being added can have multiple options such as it might be available in different sizes or colors. Such options can be mentioned in the given form. The options are also known as variants and the product inventory is added based on these options. To clearly understand how the product variants and their inventory can be added, an example is provided below.
Example: Product A is available in three different colors that are gold, pink and red. Here, ‘Color’ is the option/variant of product A. This option can be linked with Product A through this ‘Options and Tags’ tab. Now, once the seller reaches the ‘Seller Inventory’ tab, they can add inventory related to the product using these three color variants.
● Add Associated Product option Groups: The seller can add product options that might vary in terms of size, color, and models. The admin can link products with relevant option groups from this tab. The option groups are created from the Product Options. This is an auto-complete drop-down bar so, when the seller starts typing, the list of group options added by the admin is displayed. Selecting an option group will display its names in the section provided below. On clicking the option group its variants will be displayed to the right. The added options can be deleted by clicking on the ‘Cross’ icon displayed beside each option.
● Product Tags: The product tags are useful in displaying products in search results made by customers. The tags help sellers promote their products by displaying them as suggestions to customers who are searching for similar products. So, the seller must assign easy, relevant, and commonly used tags for the product in this input field. To enter the product tags, the seller must enter the keywords and then press ‘Enter’. The added tags can be deleted by clicking on the ‘Cross’ icon displayed beside each tag. To proceed further, the seller must click on the ‘Save and Next ’button. To make changes in previous sections, sellers must click on the ‘Back’ button.
iv. Shipping Information -
The following shipping-related information is added:
● Shipping Profile*: Select the shipping profile from the drop-down list. The shipping profiles are created from the ‘Shipping Profiles’ module. A newly registered seller might not be able to view any shipping profiles.
● Enable Cash On Delivery: Select the checkbox to enable the Cash On Delivery option for the product. If the admin has restricted sellers from shipping orders, the sellers will be displayed fewer input fields- If the admin has restricted sellers from linking shipping packages, the sellers will be displayed fewer input fields. If the admin has restricted sellers from shipping orders and linking shipping packages, the sellers will be displayed fewer input fields. Click on the ‘Save and Next’ button to proceed further to the next tab.
i. Custom Fields -
Custom fields are meant to add information that help buyers fetch the collection and other specifications of the product. Please note that the custom fields are linked with the ‘Categories’ that are added and managed by your system admin. For some products, the ‘Custom Fields’ tab cannot be viewed meaning the category that you have selected does not have customfields linked to it.
ii. Media -
This tab has the following information to be added to the following displayed products:
● Image File Type: Select an option from the drop-down list. This displays ‘For All Options’ by default. This means that the images added will be displayed for all the product options. The drop-down list will show the options set up for the product in the ‘Add Associated Product option Groups’ field that is provided in the ‘Options and Tags’ tab. So, the seller can add a different image for each product option.
● Language: The system allows users to add separate content for different languages. So, please choose the language type for which the information is being added.
● Photo(s): Add images for the product and its options by clicking on the ‘Choose File’ button. Please Keep Image Dimensions Greater Than 740 X 555.
● File Specification Details: This section allows you to add product-related specifications that you wish to display along with the product images. This header has the following information to be added:
○ File Title: Add the title of the file relevant to specification details.
○ Choose File: Click on the ‘Choose FIle’ button, attach a file and follow the prompts.
○ Translate To Other Languages: Click on the checkbox before the field and the information will be updated in other enabled languages.
● Add Specification: To add multiple specifications that you want to show along with product images, click on the ‘Add Specifications’ button. Once information is added, click on the ‘Save And Next’ button. The added product will be displayed on the ‘Seller Products’ page and its inventories will be displayed on the ‘Seller Inventory ‘ page.
iii. Inventory -
The seller can add product inventory through this tab. Here, it is important to know that the information accumulated on the ‘Inventory’ Tab belongs to only the ‘Rental’ products. Also, the inventory-related information is collected during the first time setting up of the ‘New Product Setup’ stage. If the product is saved without adding inventory then later additions can be done from the listing area ‘Edit’ button. Please note that the product inventory is added based on the options/variants defined in the ‘Options and Tags’ tab.
NB: The seller will not be able to add inventory for the products that are still ‘Un-Approved’ (if the admin has enabled such a setting).
This tab has the following information to enter:
● Title*: Update or continue with the existing heading for the product.
● URL Keyword*:Add the keyword URL in this input field.
● Publish: Select ‘Yes’ if you would like to publish your product, ‘No’ will save the product details but will hide the product from being published
● Available From*: The seller must select the date from which the current inventory can be available. By default, it is selected for the due date. However, if the seller chooses a date in the future, the product will only be visible on the homepage from that date onwards.
● Product Condition*: The seller can mention if the product is ‘New’, ‘Used’, or‘ Refurbished’ by selecting any one of these options from the drop-down list. By selecting ‘New’ the seller confirms that the product will directly go from the manufacturer to the customer and has its complete warranty. By selecting ‘Used’ the seller confirms that the product was used for a specific period and then sold by another customer. By selecting ‘Refurbished’ the seller confirms that the product was returned by a customer shortly after the sale due to specific reasons (mostly due to the presence of any defects) and is now available for sale with a new warranty and better quality.
● Available for Cash on Delivery (COD): Select ‘Yes’ to make the product available for COD. The seller must select ‘No’ to disable COD for this product. The seller cannot select options in case the admin has restricted shipping by sellers.
● Rental Duration Type: Select ‘the duration type as days, weeks, or months. Note that duration discount may be affected after duration type change.
● Minimum Rental Duration: Enter the minimum rental duration available with the product.
● Fulfillment Method: Select the fulfillment methods from the dropdown list as Shipped & Pickup, Pickup Only, Shipped only.
● Shipping Profile: Select shipping profile from the dropdown and it will update all inventories of the same catalog for sale and rent
● Minimum Rental Quantity: Enter the minimum rental quantity of the product.
● Enable Request For Quote: Request for a quote can be enabled on a product if you would like to receive custom requirements regarding quantity and price from the buyers.
● Security Amount: Add a security amount of the product.
● Buffer Days: Add a buffer time between rental bookings. This is the time required to prepare your service before the next rental booking.
● Original Price: Add the original price of the product.
● Rental Price: Add the rental price of the product.
● Quantity: Add the total quantity of the rental product.
● Any Extra CommentFor Buyers: Add comments for your buyers where additional information related to the product can be added.
● Rental Terms & Conditions: Enter rental terms and conditions.
● Translate to Other Languages: Selecting this checkbox, the system will automatically update content in other languages.
NB: This option is only visible if the admin has enabled it from their end.
Once information is added, click on the ‘Save Changes’ button, and your inventory details will be saved and displayed on the ‘My Inventory’ Page. Please note that the admin can restrict the sellers from adding new products. In such a case, the seller can only add inventory for Marketplace products. For the items listed on the ‘My Inventory’ page, the seller can perform the following actions -
● Check-Box: At the beginning of the listing, check-boxes are placed to make multiple selections. Make a selection by clicking inside the check-box area and options ‘Activate’, ‘Deactivate’ and 'Delete' will appear. Just as the name implies, ‘Activate’ will enable displaying the selected products in the seller's shop at the front end, and ‘Deactivate’ will disable the selected products from being displayed in the seller's shop at the front end. The deactivated products will also be removed from this ‘Shop Inventory’ list. To add them to inventory again, the seller must go back to the product list page and click on the ‘View Inventories’ icon available beside the respective product. Clicking on ‘Delete’ will remove the inventory from the list permanently.
● #: This is used to count the number of listed items. By default, the list is sorted in descending order.
● Name: The name of the product is displayed.
● Rental Price: See the entries of rental prices done in days, weeks, and months.
● Rental Quantity: The quantity of the offered product available to you.
● Available From: The availability date of the product can be seen.
● Status 
: Using the toggle switch, the Seller can
set the status from inactive to active and vice versa. The toggle displaying ‘Green means that the respective inventory
product is currently active and ‘grey’ means that it is inactive.
: Using the toggle switch, the Seller can
set the status from inactive to active and vice versa. The toggle displaying ‘Green means that the respective inventory
product is currently active and ‘grey’ means that it is inactive.
NB: ‘Status on/off and ‘Activate & Deactivate’ buttons perform similar functions.
● Edit
: The edit button navigates the seller to the ‘Inventory Setup’page where sellers can add/update various product details for both Rent and Sale tabs.
● Clone
: There is an option to clone the product. Please note that products that do not have any product variants or options available cannot be cloned. As a result, the option or icon to clone cannot be seen.
● Delete
: The delete button will delete the
product from the seller's shop.
There are three buttons provided on the top-right corner of this page:
NB: ‘Add New Product’ and ‘My Products’ buttons will not be displayed if the admin has restricted the seller from adding new products in their shop. In such a case, only the ‘Marketplace Products’ button will be displayed on this page.
B. My Products
The products added by the seller are displayed on this page. Please note that this page displays the products added at the catalog level. There are two buttons provided on the top-right corner of this page, which are:
● Add New Product: This button will redirect the seller to the ‘Custom Product Setup’ page.
● Back to Inventory: This button will redirect the seller back to the ‘Shop Inventories’ page. A search bar is provided at the top of this page using which the seller can search for a particular product using ‘Keywords’ keywords/EAN/ISBN/UPC code filters. Several action buttons are provided to the right of every product displayed in the ‘Seller Products’ list. The functionalities of these action buttons are explained below:
● Add To Store
: Clicking on this
icon redirects the seller to the ‘Inventory Setup’ page. The seller can add inventory for the catalog from this page for both ‘Rent’ & ‘Sale under different
tabs. The added inventory will be displayed on the ‘Shop Inventory’ page.
NB: Please note that the seller will not be able to add inventory for the products that are still ‘Un-Approved’.
NB: ‘Add Inventory’ button is not displayed beside the product in two cases:
i. No variants/options have been added to the product.
ii. All the possible inventories have already been added. These inventories can be viewed by clicking on the ‘View Inventories’ button.
● Edit: Clicking on this
icon will redirect the seller back to the ‘Custom Product Setup’ page. Sellers can
make necessary changes in each of the tabs and click on the ‘Save and Next’ buttons at the bottom of each page to update those changes.
● Product Images
: The sellers can add any additional images to be displayed beside their products and inventories on the home page.
When the seller clicks on this icon, a pop-up menu bar will appear where the following information is collected:
○ Image File Type: This drop-down bar helps sellers choose among products or any specific inventory. The inventory variants/options are provided in the drop-down list and the seller must choose for which particular inventory they want to add the images. If the seller wants to add images to all options they must select ‘For All Options’.
○ Language: Select language type from the drop-down list.
○ Photo(s): Upload images by clicking on the ‘Choose File’ button. The acceptable dimensions of the image are mentioned below. Once the seller selects the image, a pop-up bar will appear in which they can edit or resize the image. Clicking on ‘Crop’ will save the image. Once the image is uploaded, a message will appear displaying ‘Image Uploaded Successfully’.
● View Inventories
: Clicking on this
icon will redirect the seller to the ‘My Inventory’ page which displays a list of all the inventories for the respective product.
NB: This button will not be displayed if no inventories have been added for the product.
● Product Info
: If the seller wants to have a quick view of the attributes and specifications of the product, they can click on this icon. A pop-up menu will appear which will display the Category, Brand, Model, Minimum Selling Price, Tax Category, and other Specifications of the respective product.
4.2 Special Price
As a part of an ongoing promotion, the seller can add a special price on products set up for sale.
To add a special price select product from the listing provided below the search bar, enter start the and end dates for the special price to be added, and click on the ‘Save’ button.
4.3 Volume Discount
By providing special offers to their customers, sellers can increase their sales. A customer is more likely to choose the product with an offer against other products. The ‘Promotions’ module helps sellers apply such special offers to their products. This module helps sellers provide discounts to their customers on bulk purchases. Offering volume discounts encourage customers to buy products in large quantities. This helps in increasing the sales amount. To add ‘Volume Discounts’ seller must:
● Select Product: Select the product for which they want to provide the volume discount. The input box provided is an auto-complete which helps sellers find and fill-in the product name easily and accurately.
● Add Minimum Quantity: Enter the minimum number of products the customer must select for purchase to receive the volume discount.
● Add Discount Percentage: Enter the percentage of the discount.
● Check-box: Checkboxes are selected to perform one action on multiple options. A ‘Delete’ button will appear on the top-right corner clicking on which seller can delete selected products from this list.
5. More Options
5.1 Buy Together Products
The Buy Together products are also commonly known as Add-On products. These are the products that complement each other and can be suggested to customers when they want to buy any one of such products. To add buy-together products, the seller must:
● Search Product: Enter the name of the product for which they want to provide an add-on. The input box provided is an auto-complete which helps sellers find and fill-in the product name easily and accurately.
● Add Buy Together Products: Enter the name of products they want to present to customers as an add-on. Multiple numbers of products can be added as add-ons to one product.
Once the seller fills in the input-fields and clicks on the ‘Save’ button, the product that is assigned add-ons will start being displayed in the list provided on this page. When the seller checks the respective product in their shop, they will see the add-on products being displayed for that product in the ‘Product Add-Ons’ box. In that box, a check-box is provided to the right of each add-on product which is a shortcut provided for the seller to remove the add-on.
The seller can search for a particular product from the list by entering ‘Keywords’ in the Searchbar provided at the top. A ‘Cross’ is offered to the right of each product mentioned as an add-on to another product, clicking on which will delete that add-on.
5.2 Related Products
Related Products are also commonly known as ‘Similar Products’. They can also be defined as the alternative products or complementary choices presented to customers. When a customer opens a product page, these products are displayed below. To add related products the seller must provide:
● Search Product: The seller must enter the name of the product for which they want to add other related products. The input box provided is an auto-complete which helps sellers find and fill-in the product name easily and accurately.
● Add Related Products: The seller must add the names of products that they want to display as similar products.
Once the seller fills in the input-fields and clicks on the ‘Save’ button, the product that is displayed in the list provided on this page along with its related products. When the seller checks the respective product in their shop, they will see the related products being displayed in the ‘Similar Products’ list. A ‘Cross’ is provided to the right of each related product added for another product, clicking on which will delete that product from that list.
5.3 Tags
Product tags are meticulously used to add descriptors to make products found and easily traceable. For any product added by the seller, new tags and previously assigned ones are removed by the seller. Tagging not only helps customers search for specific products easily but also helps them view the exactly searched or similar kinds of products. The tags added by the seller will also be shown as suggestions to the customers in the search bar provided at the top of the homepage. So, it is recommended to add correctly aiming, meaningful, and very commonly used keywords.
NB: The product Tags module will not be displayed if the admin has restricted adding new Seller Products.
‘Product Tags’ page shows the list of products added by the seller in their shop. Besides each product, an input-text bar is provided in which the seller can add tags for that respective product. The seller can add keywords and press Enter to add a tag. To remove a tag, the seller must click on the ‘Cross’ provided beside every tag. A tag once assigned to any one product will also be shown as an auto-complete suggestion for other products and can be repeated.
5.4 Options
Product options are used to define product variants. This means that any product can have variants/multiple choices in terms of its size or colors. The seller can add option groups to their products through the ‘OptionsAnd Tags’ tab in the ‘Custom Product Setup’ section. However, there might be a possibility that the option required by the seller is not available (not added by the admin).
NB: The product Options module will also not be displayed if the admin has restricted the seller from adding new products in their shop.
The ‘Product Options’ module helps sellers create new options for their products. To add a new option, the seller must click on the ‘Add Option’ button provided at the top-right corner of the ‘Seller Options’ page
Clicking on the ‘Add Option’ button opens a pop-up menu displaying an ‘Option Setup’ form that contains the following information:
● Option Identifier*: Enter a unique identifier for the option being created.
● Option Name in (Primary Language)*: Enter the name of the option in this input box in the primary language.
● Option Name in (Secondary Language)*: Re-enter the name of the option in the secondary language manually. The seller can also click on the ‘Autofill Language Data’ button provided in the top-right corner of this form which will convert the option name into a secondary language automatically.
● Option Have Separate Image*: Depending upon the kind of option being defined, the need to upload a separate image for the product might vary. The seller can select ‘Yes’ or ‘No’ from the drop-down list as per the requirement.
● Option is Color*: Select ‘Yes’ if the option they are providing is a color and ‘No’ otherwise.
● Attach Size Chart: Click on the checkbox to attach a size chart with the product.
When the information has been added, click on the ‘Save Changes ’button and a form to configure option values will be displayed for the information to be added:
To add option values, enter the following information into the fields displayed:
● Option Value Identifier*: Enter a unique identifier for the option value being created.
● Option Value Name in (Primary Language)*: Enter the name of the option value in this input box in the primary language.
● Option Value Name in (Secondary Language)*: Re-enter the name of the option value in the secondary language manually. The seller can also click on the ‘Autofill Language Data’ button provided in the top-right corner of this form which will convert the option value name into secondary language automatically.
● Option Value Color*: Select the color of the option value being defined. This field will not be displayed if the ‘Option is Color’ field is set to ‘No’. To save the information entered, click on the ‘SaveChanges’ button. All the added options along with their values will be displayed in the listing area.
The seller can add any number of values by clicking on the ‘Add New’ button provided in the Options Listing section. Once the values are added, the seller can redirect back to the Seller Options page which will display the newly added option. The seller can also search for an option by entering the keywords in the search bar provided above the list. The list provides the following action buttons:
● Check-box: Select checkboxes to select multiple product options. Just as you do that, a ‘Delete’ icon will be displayed on the top-right corner of the list to delete the selected records.
● Edit: Clicking on this button will navigate the seller to the ‘Option Setup’ pop-up menu where sellers can add/update
details of respective product options.
● Delete: Clicking on this icon will delete the respective product option from the list.
5.5 Tax Categories
The tax categories are defined by the admin. All the existing tax categories are displayed on this page. For the easy viewing and sorting of the listing, a search bar is provided on the top. Any product being added to the store needs to be linked with a Tax Category in the ‘Initial Setup’ tab. The seller can view the details of tax categories by clicking on the ‘View Details’ icon provided at the end of each listing column.
Any product being added to the store needs to be linked with a Tax Category in the ‘InitialSetup’ tab. The seller can view the details of tax categories by clicking on the ‘View Details’ icon provided at the end of each listing column. Accessing the details page, the seller can see the rules definedby the admin and the charges applied within those rules depending upon the locations.
To edit, click on the ‘Edit’ icon to change the percentage defined. Once edited, click on the ‘Save’
button. To return to the list, please
click on the ‘Back to Tax Categories’ button in the top-right corner of this page.
5.6 Requests
All the requests forwarded by the seller to their admin will be displayed under this module. This module will not be visible if the admin has not activated any such request-related settings for the seller.
A seller can request:
● Marketplace Product Requests
● Brand Requests
● Category Requests
However, the seller may view fewer options per the settings enabled by their admin. Initially, when the seller has forwarded no requests, the ‘Requests’ page will be viewed as below.
Once requests are forwarded, the
outlook of the listing will be displayed differently. A ‘New Request’ button is provided on the top-right corner of this
page. Click on the arrow 
icon beside the button and select from the following available options:
6. Rental Orders
This is the area dedicated to managing all your rental-related orders. The listing shows the total orders created in the system so far along with the ones that are in the initial processing stage. The default listing shows rental pricing and information under the following headers explained:
6.1 Orders
Gain an overview of products that have been rented out and are currently being served. Above the listing, search filters are provided for the easy sorting and presentation of the information contained:
● Order Id/Invoice Number: Search by name, and 'Brand of the product.
● Status: Sort the listing as per the order status. Make a selection from the provided list.
● Price (Min): Sort the rental listing defining the minimum amount of the sale order.
● Price (Max): Sort the rental listing defining the maximum amount of the sale order.
● Date From & To: Select the date range of the order.
Click on the ‘View’ icon to see details from a specific order such as order summary, general information, billing, shipping address, and payment information. Additionally, you can complete other actions, like canceling an order, sending a message to the buyer, printing order details, changing the order status, and notifying customers via email. Once the order is received the following statutes related changes can be made:
● Payment Confirmed
● In Process
● Shipped
● Delivered
6.2 Cancellation Requests
All the rental order cancellation requests either initiated by buyers or sellers will be shown in the listing. Buyers can choose to cancel the entire order if rental-ordered items need to be canceled. Please note that cancellation of orders is possible only before the order has not been shipped. Once shipped, it cannot be canceled Sellers’ can also cancel an order if they run out of stock on an item and are unable to fulfill the order. The listing allows to view the following order cancellation information:
● ID
● Date
● Order ID/Invoice Number
● Request Details
● Status
● Amount
● PurchasedQuantity
● Security Amount (Per Qty)
6.3 Return Requests
The return request feature enables buyers to request a return on items rented. The ordered listing has the following manual actions for the Seller to perform:
I. View Order ReturnRequest: Click the ‘View Return Order Request’ icon and the information can be viewed under separate headers:
a. Request Details: This section provides basic details about the order request. Here, information can be viewed only, no additions or edits can be made by the Seller:
● CustomerAddress
● Id
● Order ID/Invoice Number
● Product
● Return Qty
● RequestType
● Reason
● Date
● Product Price
● SecurityAmount
● Tax
● Shipping
● Status
● Total Amount
b. Approve Refund: After considering the request, if you think the requested order refund does not require further review in general, click on the ‘Approve Refund’ button. The Seller is authorized to mark orders as ‘Approved’. Once it is approved, the return request process is initiated and money will be refunded back to the ‘Buyer’s’ Wallet. Here the Seller needs to convey to the buyer that the ‘Shipping Amount’ charged will not be refunded.
c. Escalate To ERN Rentals: Issue escalation in ERN Rentals can occur due to many reasons. After considering the request, if you can authorize it partially and require the involvement of the Admin, click on the button‘Escalate To ERN Rentals.’
d. Return Request Messages: A communication thread between the buyer, the seller, and the admin is generated. There is also a provision for the Seller to reply to the messages or concerns shared by the buyer. Type your message and click on the ‘Submit’ button. To go back to the listing, click on the ‘Back’ button located at the top right corner.
6.4 Cancellation PenaltyRules
Cancellation penalty defines the penalty amount to be charged if a rented product order has been canceled. Being a seller the following manual actions can be performed when it comes to managing cancellation penalty rules:
● Disable All Rules: Click on the button and all rules will be disabled.
● View Admin Rules: View the admin defined rules.
● Edit: Click on the edit button and a listing will appear above where edits in the rules are made. Once new rules are added, click on the ‘Save Changes’ button and rules will appear in the listing. Later edits can be done.
6.5 Late Charges Management
Products that are retained beyond the given duration are applicable for late charges. To apply late charges, Sellers can decide the charges by creating a profile. By default, a ‘Global Late Charges’ profile is created. The seller can make edits to the given profile by clicking on the ‘Edit’ icon.
Also, a new profile can be created by clicking on the ‘Create Profile’ button on the top right corner. The information such as profile name, charge type, amount, products, and services are added. To confirm the profile information, don’t forget to click on the ‘Save Changes’ button.
6.6 Upcoming/overdue Returns
Sellers can keep track of products that are upcoming for returns. A separate tab is also provided for overdue products.
The following search filters are available to sort the listing:
● Start Date
● End Date
7. Request For Quotes
Request for quotes also known as RFQ is when your buyers ask you to provide the prices for the item quantities that you specify. This section lists all in-progress or currently under review quote rules under separate headers. Sellers can view, edit, counter quote, and delete any quote. Learn and understand what all manual actions can be performed by the seller for each of the following statues:
7.1 In-Progress
This is the default status when ‘Request for Quotations’ related requests are received from the buyer. In this status, the seller can view details posted and can reply to the offer through a seller-quoted offer form. Once the details are submitted, the requested quoted proposal can still be viewed under the ‘In-Progress’ listing. The listing has the following information displayed:
● Request ID
● Product Name
● Qty
● Request For
● Date
● Status
7.2 Accepted
All the requests for quotations that have been accepted by the seller are displayed in the listing. From the main listing area, each record's data details can be viewed by clicking on the icon ‘View Details’.
7.3 Rejected
Being a seller, if you want to cancel an RFQ after it’s been sent, you can do that. The listing also tracks down requested statues that are either closed by the buyer or admin.
7.4 Orders
This section provides a listing of orders received from the submitted RFQ requests. Please note that once the payment has been made, the cancellation cannot be done at this stage. For the easy sorting of the listing, search filters are given. To view the details of the order, click on the ‘View’ icon. In addition to viewing details, the following manual actions can be performed by the seller:
● Send a message to the buyer
● View RFQ
● Print order detail
8. Sale Orders
This module displays the lists of all orders placed by the customers. The orders that are canceled or returned by customers are also managed in this module.
8.1 Orders
This module displays a list of orders placed by customers. A search bar is provided on the top of this page from which the seller can search a particular order using any of the search filters:
● Keyword: Enter the keywords of the product to be searched.
● Status: The seller can search for products based on their statuses. This drop-down bar includes all the possible options of statuses available. The list will display:
➔ Payment Pending: The orders placed by customers for which payment has not been received yet.
➔ Payment Confirmed: The orders for which payments have been confirmed/received from the customers’ end.
➔ In Process: The orders have begun to be prepared for sale.
➔ Shipped: The orders that are being shipped to their customers.
➔ Delivered: The orders that have been delivered to the respective customers.
➔ Rental Extended: Orders that have been extended for rental.
➔ Ready For Rental Return-Buyer: The order is ready for rental return.
➔ Return Requested: The orders for which customers have sent return requests.
➔ Rental Returned: The rentals are returned.
➔ Completed: The orders that have been completed.
➔ Cancelled: The orders that have been canceled from the seller or admin’s end.
➔ Refunded/Completed: The orders for which the respective amount has been refunded to their customers.
● Price Min [Default Currency]: The orders above the minimum price limit mentioned in this input box.
● Price Max [Default Currency]: The orders below the maximum price limit mentioned in this input box.
● Date From: The orders placed after the mentioned date.
● Date To: The orders placed before the mentioned date.
NB: The ‘Date From’ and ‘Date To’ filters can also be used together to specify a period. To remove the filters and view the complete list, sellers must click on the ‘Clear’ button provided next to the ‘Search’ button.
NB: The seller may view a fewer number of status options. This is because the admin can restrict their sellers to having limited access. The admin is also authorized to rename these statuses. The statuses being explained in this complete section are standard and admin-manageable.
● View Order : Clicking on this icon will redirect the seller to the ‘View Sale Order’ page. This page shows the complete details of the product and the placed order. It also displays the billing as well as shipping details of the respective order. There are two buttons provided on the top-right corner of this page which are ‘Print’ and ‘Back to Order'. Clicking on ‘Print’ will redirect the seller to the ‘Tax Invoice’ page. The seller can download and print out this invoice/order summary. Clicking on ‘Back to Order’ will redirect the seller back to the orders list. The further functions offered by this page are explained ahead.
● Cancel Order 
: The seller can cancel the received order for certain reasons, for example, if they do not have the respective product in their inventory. Clicking on this icon will redirect the seller to the ‘Cancel Order’ page. This page displays an ‘Order Status Log’ below the complete product order, billing, and shipping details. This log shows the current status of the product order.
Below this log, a ‘Reason for Cancellation’ text box is provided. The seller must enter the valid reason under the ‘Comments’ section explaining to the respective customer why their order is being canceled. The seller must click on the ‘Save Changes’ button to complete the process. Clicking on ‘Back to Order’ provided in the top-right corner will redirect sellers back to the order list.
NB: The seller cannot cancel the orders on all Statuses. For example, the seller will not view the option to cancel if the order is still on ‘Payment Pending’ status or if it displays completed status. Additionally, displaying this icon is also Admin manageable which means that the admin can choose to allow/deny the seller the right to cancel the orders.
The ‘View Sale Order’ page also provides the functionality of changing the status of the order. Sellers can change the status of orders as they pass through each step. The process through which every order is processed and the steps to be followed to change their status are explained below:
i. The status for a product will remain ‘Payment Pending’ until the customer has not made the transactions for their respective order.
ii. Once the payment has
been received, the status for an order will change to ‘Payment Confirmed’. To cancel the order, the
seller can click on the Cross Icon provided in the top-right corner of this page. This will redirect the seller to the 'Cancel Order' page (Click on the hyperlink to understand the further process).
iii. The seller/admin must change the status to ‘In process’ when preparing it for delivery. To do so, the seller must click on the ‘View Order’ icon. At the end of the ‘View Sale Order’, page the seller will see a new section where the seller:
● Your Comments: Can comment in the respective order.
● Status*: Must select the status ‘In Process’ from the drop-down list.
NB: The status can also be updated by the admin.
● Notify Customer*: Must choose to notify the customer through an email/SMS by selecting ‘Yes’ or not by selecting ‘No’. The seller must click on ‘Save Changes’ to save the changes. Now, the history of the respective order as passing through each status will be displayed in the ‘Order Status Log’ provided below. This list displays details of changes made in the statuses of this order.
NB: If the order is being shipped by the Admin, the seller will be able to view only the above-mentioned two status options in the drop-down list. However, if the order is to be shipped by the seller itself, they will be able to view further status options.
i. The seller must change the status to ‘Shipped’when the order has been shipped for delivery. To do so, the seller must click on the ‘View Order’ icon which will navigate them to the ‘View SaleOrder’ page. Under the ‘Comments On Order section’ the seller:
● Your Comments: Can add comments to the respective order.
● Status*: Must select the status ‘Shipped’ from the drop-down list. NB: This status can also be updated by the admin.
● Notify Customer*: Must choose to notify the customer through an email/SMS by selecting ‘Yes’ or not by selecting ‘No’. Once the seller clicks on ‘Save Changes’ the ‘Order Status Log’ will be
updated showing the latest status change on the top of the list. To cancel the order,
the seller can click on the Cross Icon provided in the top-right
corner of this page. This will redirect the seller to the ‘Cancel Order’ page.
ii. The seller must change the status to ‘Delivered’ once the order has been delivered to the respective customer’s address. To do so, the seller must click on the ‘View Order’ icon which will navigate them to the ‘View SaleOrder’ page. Under the ‘Comments On Order section’ the seller:
● Your Comments: Can add comments in the respective order.
● Status*: Must select the status ‘Delivered’ from the drop-down list.
NB: The status can also be updated by the admin.
● Notify Customer*: Must choose to notify the customer through an email/SMS by selecting ‘Yes’ or not by selecting ‘No’. Once the seller clicks on ‘Save Changes’ the ‘Order Status Log’ will be updated showing the latest status change on the top of the list. To cancel the order, the seller can click on the Cross Icon provided in the top-right corner of this page. This will redirect the seller to the ‘Cancel Order’ page.
iii. The seller must change the status to ‘Completed’ once the order has been delivered successfully to the customer. To do so, the seller must click on the ‘View Order’ icon which will navigate them to the ‘View SaleOrder’ page. Under the ‘Comments On Order section ’the seller:
● Your Comments: Can add comments to the respective order.
● Status*: Must select the status ‘Completed’ from the drop-down list.
NB: The status can also be updated by the admin.
● Notify Customer*: Must choose to notify the customer through an email/SMS by selecting ‘Yes’ or not by selecting ‘No’. Once the seller clicks on ‘Save Changes’ the ‘Order Status Log’ will be updated showing the latest status change on the top of the list. If ShipStation is enabled by the admin, the following actions are to be performed on orders received for products that are to be shipped by the seller -
● Go to the Orders page. A ‘Generate Label’ button will be displayed to the right of the orders of products being shipped by sellers.
● Click on this button which will create a label. A ‘Preview Label’ button will be displayed instead of the GenerateLabel button, clicking on which the seller can view/download the label for this order.
● Clicking on the ‘View Details’ action button will open the View Sale Order page. The ‘Proceed to Shipment’ action button will be displayed at the top-right corner of this page. When the seller clicks on this button, the order will be moved to the ‘Shipped’ list in the ShipStation account. The further processing related to order shipment will be handled from the ShipStation itself.
8.2 Order Cancellation Requests
It is also possible that the buyer, after placing an order, might cancel it due to whatever reasons. Any such orders canceled from the buyer’s end will be displayed on this page. Such requests can only and only be approved by the Admin. The seller can only view the status of requests made for respective orders and cannot approve or decline the requests. If the admin approves the customer’s order cancellation request, the status of the order mentioned in the list will be displayed as ‘Approved’ and ‘Pending’ if it is pending and no action has been performed yet.
A search bar is provided on the top using which the seller can search orders using filters:
● Order Id/Invoice Number: The seller must enter the order id or invoice number in this input box to search for a specific order.
● Status: The seller can search the orders based on their status as being ‘Approved’ or ‘Pending’ or ‘Declined’.
● Date From: The seller can enter the date after which all the order cancellation requests received must be shown.
● Date To: The seller can enter the date until which all the order cancellation requests received must be shown.
NB: The ‘Date From’ and ‘Date To’ filters can also be used together to specify a period.
To remove the filters and view the complete list, sellers must click on the ‘Clear’ button provided next to the ‘Search’ button.
8.3 Return Requests
Order return requests are placed by the customers after they have received the order and want to return the product. Such requests can be approved by both the admin and the seller. A search bar is provided on the top of this page using which the seller can apply filters and search particular orders. The filters provided are:
● Keyword: The seller can enter the keywords of the order they are searching for.
● Status: This drop-down bar provides the following options:
➔ Pending: The orders for which the return requests are still pending.
➔ Escalated: The orders for which the return requests are escalated to the admin.
➔ Refunded: The orders for which return requests have been approved and the respective amount refunded.
➔ Withdrawn: The orders for which the return requests are withdrawn by the customer.
➔ Cancelled: The orders for which return requests have been canceled by the seller.
● Date From: The seller can enter the date such that the return requests received after the mentioned date must be shown.
● Date To: The seller can enter the date until which all the order return requests received must be shown.
NB: The ‘Date From’ and ‘Date To’ filters can also be used together to specify a period.
To remove the filters and view the complete list, sellers must click on the ‘Clear’ button provided next to the ‘Search’ button.
The seller must click on the ‘View Return Order Request’ icon provided to the right of each request. This will navigate the seller to the ‘View Order Return Request’ page. There are two buttons provided on the top-right corner of this page which provide:
Escalate to ERN Rentals[Admin]: Clicking on this button will escalate this return request to the admin. The admin will also be able to view this request and help the seller make a decision. At the bottom of this page, the ‘Return Request Messages’ section is provided. The seller can chat directly with the customer or with the admin to discuss this return request. These messages will be displayed as conversation threads and the seller can review them at any time. Approve Refund: Clicking on this button will approve the respective customer’s return request and the amount to be refunded will be paid back to the customer.
9. Shipping & Fulfillment
In ERN Rentals, shipping can be defined at two levels:
a. Order Level Shipping (Default Profile): All the products created in the system are linked by default with order level shipping (Default Profile). When a customer places an order which includes products linked with this profile, the system will apply one shipping rate for the complete set of products. (Default profile cannot be deleted or created).
b. Item Level Shipping(Custom Profiles): Sellers can create multiple shipping profiles and link products to them. When a customer places an order that includes products linked with this profile, the shipping rates defined will be applied to each product (item) separately. (Unique items are counted and not on individual product quantity) Important Points:
● By default, all products added to the system will be linked with an order level shipping profile that is already created within the system.
● The seller can create new profiles in which the shipping rates can be defined at the item level.
● A product will be linked to only one shipping profile at any time in the system. If the seller defines an item-level shipping profile and links it with a particular product/item, that product will automatically be removed from any other shipping profile.
● Defining at least one shipping zone within a shipping profile (both, order and item level) is a must. The system will not allow the seller to delete the last available shipping zone. In other words, a shipping profile will always include at least one shipping zone.
● Similarly, defining at least one shipping rate within a shipping zone is a must (even if the rate defined is ‘Zero’). The system will not allow the seller to delete the last available shipping rate (without any condition). In other words, a shipping zone will always include at least one shipping rate that is not condition-specific.
9.1 Shipping Profiles
The first step of a seller should be to define charges/rates for order-level shipping profile. The seller will be redirected to the ‘Order Level Shipping’ page by clicking on the Edit icon to its right. The name of this profile cannot be edited to avoid any confusion. By default, all the products will be linked to an order-level shipping profile. Please note that the profiles are related to the products and not the inventories.
The process to be followed for defining shipping charges for Order Level Shipping is -
I. Add Zones: The purpose of creating zones is to define what shipping charges are to be applied in certain regions. Initially, the profile setup form will display a shipping zone ‘Rest of the World’ and its shipping rate set as ‘0’ by default. The seller cannot delete this zone if no other zone has been defined yet. However, its details can be edited by clicking on the ‘Edit’ icon provided to its right which will open the Zone Setup form.
To add a new zone click on the Add button provided in the ‘Shipping To’ section which will open a Zone Setup form. In the ‘Zone Setup’ form, the seller must-
● Zone Name: Enter the zone name. This name will not be displayed to customers at the front end.
● Select Regions: Select countries to be added to the zone. If the seller is defining shipping charges for all the countries, they can select the ‘Rest of the World’ option from the list.
Please note that the seller can define zones at the Regional, Country, or State levels. The countries are listed under their respective region names and states are listed under their respective countries. The arrows provided to the left can be used to extend/minimize the list. Clicking on the ‘Add Zone’ button will save the changes and display this zone under the Shipping To section. The seller can make changes in the details by clicking on the ‘Edit’ button or delete the zone by clicking on the ‘Delete’ button. These buttons are provided to the right of each zone. Please note that the system will not allow the seller to delete the last remaining zone. The functionality of the ‘Add Rates’ button is explained in the following step.
II. Add Rate: The seller can define shipping charges to be applied for the created zone, by clicking on the ‘Add Rates’ button provided besides that zone. Initially, the profile setup form will display a shipping zone ‘Rest of the World’ and its shipping rate set as ‘0’ by default. The seller cannot delete this rate if no other shipping rate has been defined yet. However, its details can be edited by clicking on the ‘Edit’ icon provided to its right which will open the Manage Rates form. The seller can define the charges to be applied for products to be shipped in this zone under the ‘Cost’ input field. To add a new rate, please click on the ‘Add Rate’ button which will open the Manage Rates form.
In the ‘Manage Rates’ pop-up form, the seller must-
● Rate Name: Enter the rate name. This name will not be displayed to customers at the front end.
● Cost*: Enter the cost to be charged for products being shipped to this defined zone.
● Minimum Duration For Shipping(days): Add the minimum duration for shipping to be fulfilled in no. of days.
To add a new zone click on the Add button provided in the ‘Shipping To’ section which will open a Zone Setup form. In the ‘Zone Setup’ form, the seller must-
● Zone Name: Enter the zone name. This name will not be displayed to customers at the front end.
● Select Regions: Select countries to be added to the zone. If the seller is defining shipping charges for all the countries, they can select the ‘Rest of the World’ option from the list.
Please note that the seller can define zones at the Regional, Country, or State levels. The countries are listed under their respective region names and states are listed under their respective countries. The arrows provided to the left can be used to extend/minimize the list. Clicking on the ‘Add Zone’ button will save the changes and display this zone under the Shipping To section. The seller can make changes in the details by clicking on the ‘Edit’ button or delete the zone by clicking on the ‘Delete’ button. These buttons are provided to the right of each zone. Please note that the system will not allow the seller to delete the last remaining zone. The functionality of the ‘Add Rates’ button is explained in the following step.
II. Add Rate: The seller can define shipping charges to be applied for the created zone, by clicking on the ‘Add Rates’ button provided besides that zone. Initially, the profile setup form will display a shipping zone ‘Rest of the World’ and its shipping rate set as ‘0’ by default. The seller cannot delete this rate if no other shipping rate has been defined yet. However, its details can be edited by clicking on the ‘Edit’ icon provided to its right which will open the Manage Rates form. The seller can define the charges to be applied for products to be shipped in this zone under the ‘Cost’ input field. To add a new rate, please click on the ‘Add Rate’ button which will open the Manage Rates form.
In the ‘Manage Rates’ pop-up form, the seller must-
● Rate Name: Enter the rate name. This name will not be displayed to customers at the front end.
● Cost*: Enter the cost to be charged for products being shipped to this defined zone.
● Minimum Duration For Shipping(days): Add the minimum duration for shipping to be fulfilled in no. of days.
The data for these zones can also be added in secondary languages from the tabs provided in this form. Clicking on the ‘Save’ button will display the defined rate on the left section below its Zone. The seller can define any number of rates within a zone. The details of a rate can be edited by clicking on the ‘Edit’ button and it can be deleted by clicking on the ‘Delete’ button. These buttons are provided to the right of each rate. Please note that the system will not allow the seller to delete the last remaining shipping rate (without conditions).
The process to be followed for creating an Item Level Shipping and defining charges -
I. Click on the ‘Create New Profile’ button provided on the top-right corner of the Shipping Profile page which will redirect the seller to the profile form.
II. Create Profile: Enter the name of the profile and click on the ‘Save Changes’ button. Please note that this name will not be displayed to the customers at the front end. Once the name has been saved, a default Shipping Zone named ‘Rest of the World’ will be displayed in the ‘Shipping To’ section along with a default Shipping Rate charge defined as ‘0’.
III. Add Zones
IV. Add Rates (With/Without Conditions)
Example -
This example illustrates the steps to be followed to define shippingprofiles, link products with them, define zones, and then the shipping charges applicable to those zones.
a. Define Order Level Shipping:
● Click on the Edit icon provided to the right of the order-level shipping profile.
● Under the ‘Rest of the World’ zone created in the Shipping To section, define three different shipping rates in this zone which are -
➔ USPS Standard Delivery(3-5 Days): $10
➔ DHL Priority Shipping (1 day): $30
➔ FedEx Overnight Shipping:$70
● Define another zone named ‘USA’. Define shipping rate in this zone which is -
➔ Standard Delivery (2-3 Working Days): $20
b. Define an Item Level Shipping:
● Click on the Create Profile button provided on the Shipping Profiles page.
● Define the name of the shipping profile as ‘Additional Shipping Charges (Item level)’.
● Link productswith the shippingprofile.
● Under the ‘Shipping To’ zone, change the name of the default shipping zone to ‘Standard Charges- Asia’ and select ‘Asia’ from the list of regions.
● Define three different shipping rates in this zone which are -
➔ Standard Delivery (8-10 Working Days): $50
➔ Weight based charges: $30 (Condition-> Weight range - 50to 100 kgs)
➔ Price based charges: $60 (Condition-> Price Range - $500 to $1000)
The shipping profiles will be viewed on the Shipping profile page.
Now, a customer places an order that includes products linked with order level and item level profiles. During checkout, on the ‘Shipping’ page, the customer can view the shipping charges. The customer can choose an appropriate shipping option from the options provided in the drop-down. Please note that the condition-specific shipping rates will only be displayed if their conditions are met. If in any case, two or more conditions are met at the same time, the system will apply shipping with a higher rate.
9.2 Link Products With Pickup Address
Search products to be linked with this profile. Select the product name from the drop-down list and click on the ‘Save Changes ’button to add the product. The products linked will be displayed in the list below. Please note that one product can only be linked with one shipping profile. So, once a product is added to this profile, it will automatically be removed from Order Level Shipping or any other profile.