CedCommerce Magento Marketplace - Multi-Vendor Marketplace Extension User Manual for Admin

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[CedCommerce Marketplace] CedCommerce Marketplace is a powerful module for the Magento E-commerce platform, which will convert your online store into a rich featured Multi seller shopping mall. Multiple vendors can come across one platform and start their online shop in just a few simple steps. CedCommerce Marketplace fulfills most of the needs of the vendors/admin/customers and includes all the features which are required in a marketplace extension.

© CedCommerce. All Rights Reserved.

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CedCommerce Marketplace

Admin User Manual

Version - 2.0


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Table of Contents I. Overview ............................................................................................................................................... 5

II. Manage Vendor Configuration ............................................................................................................. 5

1) General .............................................................................................................................................. 6

2) Vendor Account Option .................................................................................................................... 6

a) Require Admin Approval ............................................................................................................... 6

b) Default Group ............................................................................................................................... 6

c) Email Sender ................................................................................................................................. 7

d) Vendor Approval Notification Email ............................................................................................. 7

e) Vendor Rejected Notification Email .............................................................................................. 7

f) Vendor Deleted Notification Email ............................................................................................... 7

3) Vendor Products ............................................................................................................................... 7

a) Required Admin Approval ............................................................................................................. 8

b) Allowed product type.................................................................................................................... 8

c) Vendor Products Limit .................................................................................................................. 9

d) Allowed Categories ....................................................................................................................... 9

e) Product Approval Notification Email .......................................................................................... 10

f) Product Rejected Notification Email ........................................................................................... 10

g) Product Deleted Notification Email ............................................................................................ 10

h) Email Sender ................................................................................................................................. 9

4) Downloadable Product Configuration .............................................................................................. 9

i) Allowed Link Formats .................................................................................................................. 10

j) Allowed Sample Formats ............................................................................................................ 10

5) Vendor Orders ................................................................................................................................. 10

a) Enable New Order Notification Email ......................................................................................... 11

b) New Order Notification Template .............................................................................................. 11

c) Enable Cancel Order Notification Email ...................................................................................... 11

d) Order Cancel Notification Template ........................................................................................... 11

6) Vendor Payments ............................................................................................................................ 11

a) Calculate Commission Fee .......................................................................................................... 12


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b) Commission Fee .......................................................................................................................... 12

7) Vendor Shop Pages (Frontend) ....................................................................................................... 12

a) Title ............................................................................................................................................. 14

b) Description .................................................................................................................................. 14

c) Banner ......................................................................................................................................... 14

d) Banners Image width / Height .................................................................................................... 15

e) Grid View Image Width / Height ................................................................................................. 15

f) Grid View Image Width / Height ................................................................................................. 15

8) SEO Information(CsMarketplace Page) ........................................................................................... 16

9) Vendor Log / Debug Settings .......................................................................................................... 16

a) Enabled ....................................................................................................................................... 16

b) Vendor Data Process Log File Name ........................................................................................... 16

c) Vendor Exception Log File Name ................................................................................................ 16

d) Debug Enabled ............................................................................................................................ 17

III. Manage Vendors ............................................................................................................................. 17

1) Add New Vendor ............................................................................................................................. 20

a) General Tab ................................................................................................................................. 21

b) Company Information Tab .......................................................................................................... 20

c) Support Information Tab ............................................................................................................ 20

d) SEO Information Tab ................................................................................................................... 20

e) Payment Details .......................................................................................................................... 22

f) Vendor Products ......................................................................................................................... 22

g) Vendor Orders ............................................................................................................................. 22

h) Vendor Transaction ..................................................................................................................... 22

2) Edit Vendor From Grid .................................................................................................................... 23

3) Approve /Disapprove Vendor ......................................................................................................... 23

IV. Vendor Products ................................................................................................................................. 23

1) Pending Products ............................................................................................................................ 23

2) Approved Products ......................................................................................................................... 26

3) All Products ..................................................................................................................................... 27


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V. Vendor Orders ................................................................................................................................. 28

VI. Vendor Transactions ....................................................................................................................... 28

1) Order Transaction Grid ................................................................................................................... 28

2) Credit/ Debit Transaction ................................................................................................................ 29

3) Transaction View ............................................................................................................................. 31

VII. Customer Configuration (Dependency) .......................................................................................... 33

1) Per Website ..................................................................................................................................... 33

2) Global Mode.................................................................................................................................... 34

3) Switch modes Re-index (Required) ................................................................................................. 35

a) Website to Global (Re-index) ...................................................................................................... 36

b) Global to Website (Re-index) ...................................................................................................... 36

VIII. Admin Notifications ........................................................................................................................ 37

1) Manage Vendor Panel ..................................................................................................................... 37

2) Vendor Pending Products ............................................................................................................... 38

3) Rebuild Vendor Account Sharing .................................................................................................... 38

IX. Support............................................................................................................................................ 38


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Overview CedCommerce Marketplace is a very powerful feature rich open source extension for the

Magento e-commerce platform which converts your online store into the Multi Sellers/Multi

vendors shopping platform. Where they get a very popular platform to sell their products and

get to reach of the vast amount of customers. Administrator will have enormous number of

features from where he can control the flow of the marketplace.

Vendors can create their shops in the main CsMarketplace and they can control their store by

the very easy handling dashboard. Vendor has ability to add the products from their vendor

panel. Manage their products, see the orders placed in respect to their products, can see the

transactions commission paid by the admin to the vendor. Can see the analysis report the

performance of their store.

Customer can come to the platform and they are able to see the products provided by the

different sellers. So here the customer will have the feature to get the product in the

competitive price by the different sellers. Customer placed the orders for the multiple vendors.

All the payment will receive by the admin and then admin can transfer the amount of the

commission to the respective vendors.

Manage Vendor Configuration System configuration settings are one of the very important functions of the CedCommerce

marketplace extension. From here admin can control the features of the extension. To reach

the configurations go to the CsMarketplace > Vendor Configuration. The following screen will

be open on this page.


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Vendor configuration page will have total 8 groups. Each group feature is explained by their

naming convention.

1) General In the general group the setting to “Enable Vendor System” is a yes/no type this will make

the whole extension CedCommerce Marketplace feature enable or disable at once.

2) Vendor Account Option This group will have the following fields-

a) Require Admin Approval

When it is set to yes then customer needed the admin approval to become vendor. If it

is set to no then admin approval will not be required to become vendor.

b) Default Group

Then admin can set the default group for new vendor from the dropdown field. Also

admin can set the various email templates and email senders for Account mails.

Click here to view the

configuration settings of

CedCommerce Marketplace

extension

Click here to see vendor

account setting


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c) Email Sender

Set the email sender contact to the configuration. Then each time the communication

through the mail which we are sending will send by the same selected contact.

d) Vendor Approval Notification Email

Set email template for the vendor approval notification.

e) Vendor Rejected Notification Email

Set email template for the vendor rejection notification.

f) Vendor Deleted Notification Email

Set email template for the vendor deletion notification.

3) Vendor Products This group will have the following fields.

Click here to see the

vendor account settings


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a) Required Admin Approval

This field will give control to the admin that which product he want to allow by

default or he needs all product to review first then approve manually. If the field is

set to “NO” then all product created by vendor will be auto approved. If set to “YES”

then admin will manually approve product then it will be listed on the frontend.

b) Allowed product type

In the field “Allowed product type” admin can assign which type of product vendor

can create.

If this field is set to yes

then vendor need the

admin approval for their

products otherwise no

approval will be required

Click here to see

the setting of the

vendor products

Vendor will be able

to create only

limited products if

limit is set here

Only the categories

selected from here

will be available to

the vendor at the

time of product

creation


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c) Vendor Products Limit

The admin can restrict the product creation limit of the vendor by setting the limit from

here.

d) Allowed categories

The categories selected from here will only be available to the vendor at the time of product

creation.

e) Product Approval Notification Email

Set email template for the approved product notification to vendor.

f) Product Rejected Notification Email

Set email template for the rejected product notification to vendor.

g) Product Deleted Notification Email

Set email template for the deleted product notification to vendor.

h) Email Sender

Set the email sender contact for the communication regarding vendor product

management.

4) Downloadable Product Configuration This group will have the following fields,


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i) Allowed Link Formats

Admin can set the various allowed formats for the full version of the downloadable

product type. Admin can enter the product types by the comma separated.

j) Allowed Sample Formats

Admin can set the various allowed formats for the sample version of the

downloadable product type. Admin can enter the product types by the comma

separated.

5) Vendor Orders This group will have the following fields,


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a) Enable New Order Notification Email

If this is set to “YES” then the new order notification send to the vendor, “NO” it will

not send email to the vendors.

b) New Order Notification Template

Set the email template for the new order notification to the vendor.

c) Enable Cancel Order Notification Email

If it is set to “YES” then the cancel orders email notification send to vendors if set

“NO” then it will not send notification for the canceled orders.

d) Order Cancel Notification Template

Set the email template for the canceled order notification to the vendor.

6) Vendor Payments This group will have the following fields,


setting of vendor orders


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a) Calculate Commission Fee

Admin can set the commission fees calculation rule. Currently allowed rules are-

- Percentage

- Fixed

b) Commission Fee

Can set the amount of the commission fee the final amount will depend on the

calculate commission fee field selection.

7) Vendor Shop Pages (Frontend) This Group will have the following fields


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This group gives admin ability to manage the front end pages related to the vendors landing

pages.

Click here to view setting for the

vendor shop page in frontend


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a) Title

Admin can set the title for the mail vendor shop page. This main page has the listing

of all the vendors shop.

b) Description

Admin can set the Description for the vendor shop page which will show on the

vendor shop page.

c) Banner

Admin can upload the banner on the Vendor shop page.

Title of Vendor Shop

page

Description of Vendor Shop

page

Banner of Vendor Shop

page

Grid view image

height /width


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d) Banners Image width/Height

Admin can set the banner width and height size according to his theme.

e) Grid View Image Width/Height

Admin can set the image width and height in the grid view. All the images of the

vendor shop page will be controlled from here.

f) Grid View Image Width/Height

Admin can set the image width and height in the list view. All the images of the

vendor shop page will be controlled from here.

For the above settings of the Vendor shop page preview is shown above so you can

understand which area will reflect the changes.

8) SEO Information (CsMarketplace Page) The admin can add the SEO related keywords for the site in the “Meta Keyword” field and

give the SEO description in the “Meta Description” field.


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9) Vendor Log / Debug Settings This group mainly controls the bug tracking and easy bug reporting tool. It is very important

tool for the core functionality to make the healthy. If the merchant is getting any issue with

the extension they can easily track the bug page and report to our support system.

a) Enabled

If Log settings status is set to yes then it will make the log of all the irrelevant activity

occurred in the system.

b) Vendor Data Process Log File Name

Admin can set the name for the processed logged file name. It will track the data for

the Marketplace order; transaction if any issue occurred in that section so our

support team can see the processed data and solve the issue.

c) Vendor Exception Log File Name

Admin can set the name for the exception logged file name. If any exception occurs

in the system it will track the record for the exception.


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d) Debug Enabled

If it is set to yes then the bug tracking icon will be showing on the site. In admin site

as well in the frontend site you will be able to see the bug reporting icon on the top

right section. When you click there you will be able to see the different reporting

options.

Manage Vendors To manage the vendors in the CedCommerce Marketplace extension admin can go to the

CsMarketplace > Manage Vendors link.

Fill the bug

related data in

the form and

report the bug.

Click on the bug

icon it will show

the option for

reporting


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Vendor page will show like the below screenshot.

From the above page vendor can create a new vendor by clicking on “Add New Vendor”

button. On Click of the “edit” can edit vendor information. By clicking on the link

“Approve/Disapprove” it will approve or disapprove the vendor.

Click here to open the

manage vendor page.

Click here to add

a new vendor

Click here to edit

a vendor

Click link to approve

or disapprove vendor


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1) Add New Vendor

Create a new vendor in a market place. We are using the Mage customer’s modules as the

vendors and extended the customers features and added fields for the vendor’s profile. So

if you are creating a new vendor you are actually assigning a existing customer as a vendor.

a) General Tab

If admin does not want to assign an existing customer then he can create a new

customer and assign newly created customer as vendor.

- Associated Customer: Can assign an existing customer to vendor.

- Shop Url: A unique shop url should be assign to the vendor shop

- Status: Set the status of the vendor you can new/approve/disapprove.

- Vendor Group: Can assign the vendor to the particular group.

- Public Name: Can set some of the public name for the vendor which

customer can see.

- Name: Name of the vendor

- Gender: Can set the gender of the vendor.

- Profile Image: can set some profile avatar image.

- Contact Number: Can set some particular contact number.

Click here to create a

new customer


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b) Company Information Tab

Below shown the company information tab.

Company Name: If vendor associated to some company he can set the name.

- About: About the company Information can be set.

- Company Logo: Can upload company logo.

- Company Banner: Can upload the company banner.

- Company Address: can set the company address.

All the above information related to company is viewable at frontend.

c) Support Information Tab

Admin can set the support information details here.

- Support Number: Vendor support contact number.

- Support Email: Vendors Support email can be entered here.

- Facebook ID: Vendor’s Facebook Id can be given here.

- Twitter ID: Vendor’s Twitter Id can be given here.


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d) SEO Information Tab

Admin can set the support information details here.

- Meta Keywords: SEO related keywords for the vendor shop can be added here.

- Meta Description: The description of SEO related keywords can be given here.


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By entering all the above 4 tabs information admin can save the vendor’s form the new

vendor will be create instantly. When the customer is saved successfully there four new

tabs will be available there for the extra information.

e) Payment Details

Payment details can be view only by the admin this information will be filled by the

vendor from the vendor panel frontend.

f) Vendor Products

All the vendor products will be shown here in this section. Admin can view all the

vendors associated products.

g) Vendor Orders

All the vendor related orders can be view from this tab.

h) Vendor Transaction

All the vendor transaction related to the vendor will be show here.


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2) Edit Vendor from Grid Admin can edit any vendors detail by just clicking on the edit link from the manage vendor

grid and can update the information about the vendor and save the vendor.

3) Approve/Disapprove Vendor Admin can approve or disapprove the vendors from the manage vendor grid on the link

there are the links are available. If you click on the “Approve” the vendor will be approve

and his vendor shop will be become live. Click on “Disapprove” the vendor become inactive

he cannot be able to login to the vendor panel.

Vendor Products Vendor products can be found in the Csmarketplace > Vendor Products menu. Vendor product

is further divided in three parts –

- Pending Products

- Approved Products

- All Products

1) Pending Products For the ease of access to the admin the CedCommerce Marketplace extension has been

divided the manage vendor products in the pending products. The Pending products section

is having all the products in the pending state it is just for the admin to quickly access. After

analysis of the vendor products he can approve or disapprove the products. Admin mark

any action for approval or disapproval that notification mail will be sent to the vendor by

the mail.


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- Approve: The approve link will approve the product and that will be

visible in the market place.

- Disapprove: The disapprove link will disapprove the product and that will

be removed from the market place.

2) Approved Products Here when you click on the approved products link then it will open up the page which will

have the entire approved products list on the page. Admin can view the product page and

also can update the information of the product. At every single line there is a disapprove

link will be visible and at any time admin can disapprove the product.

Admin can set approve or

disapprove any product manually

or can set the by the mass action.


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3) All Products Click on the All products link from the admin site it will open the entire products list. Either

it is Approved or disapproved. Admin can filter the status of the product and view each

product in a new window can update information about the product. Admin can also

approve or disapprove the product from here.

Click here to view the product

page in a new window.


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Vendor Orders Admin can visit to the vendor orders page by the CsMarketplace > Vendor Orders. Vendor

orders page is very important section of the CedCommerce Marketplace extension. All the

marketplace orders can be view it here. Suppose if the customer from the frontend placed

orders by adding two vendors product in the cart then in the vendor order section it will create

two order rows for each of the vendor that order will also show for the vendor panel.

Above shown the vendor orders grid so the admin can view the related details in this

area.

- Order Id

Show the order id detail which order has been placed.

- Vendor Name

Will show the name of the vendor for which order has been placed.

- G.T.(Base)

It is the base price of the order. In which order has been place.

Click here to view all

orders of vendor

Click here to refund the

amount of the order

Click on Pay now button to

pay vendor commission Click on Order Id link to open

the order in new window


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- G.T.

It is the global price. In which the commission will be transmit to the

vendors.

- Commission Fee

Commission fee is the rule price set from the admin section so by that

rule what commission calculated for the order that will be paid to the

admin.

- Vendor Payment

It will show the expected payment which should be transferred to the

vendor for their orders.

- Order Payment State

Here the order payments state it is showing the payment of the order.

Order has been invoiced or not. If order has been invoiced then it will

become paid else it will show the pending state.

- Vendor Payment State

The vendor payment state is column in the grid will allow as action for

the admin can perform. Admin can Pay the order payment to vendor and

make refund to any order if he wants to debit amount from the vendor.

a) Pay Now Button

PayNow button will come only when the order payment

state is get paid. It means that the order has been invoiced

and payment can be made to the vendor.

b) Refund Button

Refund button will only come when the order payment

state is paid and credit memo has been created. Credit

memo creation notifies admin that the order has been

refund and can debit amount from the vendor account if it

was paid to the vendor.


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Vendor Transactions Admin can visit to the vendor transactions page by the CsMarketplace > Vendor Transactions.

Admin can view the list of the transaction here in the grid every vendor vise the transaction will

show in grid.

1) Order Transaction Grid

- Transaction date: The transaction date when the payment made to

vendor. - Transaction Id: some transaction id assigned to the transaction.

- Vendor Name: To which vendor the transaction has been made.

- Payment Mode: The payment made to vendor is online or offline.

- Transaction Type: The type of the transaction. Either the transaction was

the Credit type or the debit type. Credit means amount paid to vendor.

Debit means the amount withdraw from vendor.

- Amount: what amount paid to the vendor?

Click here to view all

transactions of vendor

Click here to Credit/Debit

Amount

Click here to view details

of transaction


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- Adjustment Amount: It is the amount paid as some charges during the

transaction.

- Net Amount: It is the current vendor earning. How much amount vendor

has been earning till date.

- Amount Description: The description of the order will be show.

- View: Admin can see the details of the transaction.

2) Credit/ Debit Transaction When click on Credit or Debit Amount Buttons, “Payment Information Page” will open.

Here admin will fill Beneficiary Information, for vendor want to do transaction. On clicking

“Add/Remove Amount for Payment, an order grid will open. From there select orders for

which payment has to be done. After that click on the button “Add selected Amount for

payment” to add all selected order amounts to “Total Amount” and finally click on continue

to proceed to final Transaction Information Page.


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After following the above steps click on the “continue”. You will see the form to enter the

amount of the transaction.

2) Select the orders for which

payment has to be done

3) After selection of the

order click here

1) Click here to select

the beneficiary vendor


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- Vendor: will show the name of the vendor to which the payment will

make.

- Amount: Amount of the order which will credit to the vendor account. It

is read only field you need to select the orders from the previous page

then only the amount sum of each order will show here.

- Payment Method: Will give ability to admin to select the payment

method. It is Check Money order/PayPal/other. All are the offline

payment methods.

- Adjustment Amount: This amount is the some sort of the service charges

you can deduct or add some amount to the final payment amount.

- Transaction Id: Some kind of uniquely identifiable transaction id admin

can assign here to the transaction.

- Notes: Some notes for the general purpose admin can add.

3) Transaction View The below shown the transaction view page. It will have all the details of the orders which

have been saved in the process of the transaction. These data are non-editable data just for

the view purpose.


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- If admin want to go to the vendor profile just need to click on the vendor

link admin will reach to vendor profile.

- If admin wants to see the orders details then just click on the order id.


vendor profile


order view page.


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Customer Configuration (Dependency) CedCommerce Marketplace extension gives you the enormous feature for the vendors and

admin entities. Here the vendors are mainly the extended from the customers. We are

registering vendors from the same form of the customer and associate few methodologies to

create it as an admin. So here few dependencies on the customer configuration depend on the

vendors.

Admin can reach to the customer configuration by System > Configuration (Customer >

configuration section) from here admin can manage the configuration of the scope of the

vendor/customer. Let in one case there are multiple website admin is running on the Magento.

Currently there is set the customer configuration to the “Per Website” mode.

1) Per Website Here the “Per website” mode means that if on the Magento there are multiple sites

running. Vendor can login only to the website from which he has registered he cannot login

to the other website in any case. In this case admin can only assign the product to his

current website only.

Below shown the block representation of the per website mode. The vendor can only create

and manage store to his current website from where he has been registered. If any time the

Configuration toggle to “Global” mode admin need to re-index.


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2) Global Mode Global mode is just reverse of the “Per website” mode. If the vendor has been registered

from any of the website he can control his store to over the Magento although there are

multiple website exists. Global mode gives the vendor the capability create product over

the different websites can manage all the orders of the different websites.

Magento Store

Customer Configuration “Per

Website”

Website 3 Website 2 Website 1

Vendor 1


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3) Switch modes Re-index (Required) When any time the admin changed the configuration from the “Per website” to global or

global to per website then he need to re-index the account sharing.

As the configuration change will save in the admin notification area there will be visible the

“Vendor Account Sharing” link will be visible on the top menu. Admin need to re-index it.

Magento Store

Customer Configuration

“Global”

Website 3 Website 2 Website 1

Vendor 1

Click here to re-index

the a/c sharing


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a) Website to Global (Re-index)

When admin change the scope from website to global then vendor will become active

on multiple website exist over Magento. But if the vendor created product in past for his

old website those products will exist in the old website only. If he wants to appear his

products to the other website also he need to manually edit the product and there in

the edit section vendor will get the website assign check box group he can select the

website and save the product again it will be visible to the new website too.

b) Global to Website (Re-index)

When admin change the scope from the global to website mode then vendor will limit

to one website from where he has been registered. Suppose Magento running two

websites Website 1 and Website 2 and vendor registered from the website 1 now the

scope of customer changes to the Website mode. Then he can only be the vendor of

website 1 in future he cannot login and control store from website 2. Also if vendor has

created products for the website from where he has registered like for the website 1

then it will retain the products on the website 1 and all the old products assigned to the

website 2 will be removed from that website.

Admin Notifications CedCommerce marketplace extension is for creating the marketplace on the magneto website,

where multiple vendors can come across and open up their online stores. Here at the different

stages the notification shown to the admin. So that admin can take actions on those

notifications.

1) Manage Vendor Panel In the admin site the top admin notification will show the total number of the vendor

pending for the approval of their stores. Admin can click on that particular link and can

verify their account and approve or disapprove the vendor account panels.


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2) Vendor Pending Products Vendor creates the products from the vendor panel. If admin has set the products required

admin approval then the admin will see the notification for the pending products

notifications. Admin can click on the particular link review and approve or disapprove the

product.

3) Rebuild Vendor Account Sharing Admin can change the customer configuration from the system configuration if admin

change the customer sharing mode then on top of notification area admin can see the

Rebuild Vendor Account sharing link by clicking on that link admin can re-index the sharing

of website.

Support If you need support or have questions directly related to the Marketplace extension, please

use our Online Message Form to contact our support team or send us an email at

[email protected]

Best Regards,

CedCommerce Team

Re-build vendor account

sharing

Pending vendor approval

request

All pending products

for the approval

mailto:[email protected]

CedCommerce Magento Marketplace - Multi-Vendor Marketplace Extension User Manual for Admin

Software

Transcript of CedCommerce Magento Marketplace - Multi-Vendor Marketplace Extension User Manual for Admin