Administration

KonaKart includes a sophisticated browser based administration application. It uses AJAX technology to provide a snappy user interface whilst maintaining all of the advantages of running from a browser.

administration

The intuitive interface includes an on line help system to improve productivity and to quickly give you the hints you need for those tasks which aren’t performed on a daily basis.

Since KonaKart was developed for enterprise customers, it incorporates a security subsystem with role based security. Each user can be assigned one or more roles that determine access to the available functionality with read / insert / edit and delete granularity. The user name / password based access, has the facility to block users for a programmable period after a number of unsuccessful login attempts.

Auditing may be enabled for all Admin App API calls with two levels of detail. All audit data is stored in the KonaKart database and may be browsed and filtered from within the application.

The Admin App is fully internationalized and can be translated via a message catalog.

Administration Features

Orders

Orders are the ultimate goal of an on line store, so the KonaKart Admin App needs to ensure that they can be processed quickly and efficiently.

Orders can be searched for using various search criteria. The invoice, packing slip and payment information can be viewed for each order and the state can be changed. An order may be exported in XML format and a PDF version of the invoice can be created and downloaded directly from the admin app. Functionality is also provided to manage returns, shipments and refunds.

As an order goes through its lifecycle, it may change state many times. Each time a state change occurs, this information is added to the order so that a complete history trail of state changes is maintained. Also whenever an order changes state, callback methods in the OrderIntegrationMgr or AdminOrderIntegrationMgr are called so that custom code may be run. The state of an order may be changed either using the KonaKart or KonaKart Admin APIs.

When necessary, an administrator may modify an order by adding or removing products, adding a coupon or change an address etc. Rather than modifying the existing order, KonaKart creates a new order and archives the original so that no audit information is ever lost. From the Admin App, certain areas of the order such as the  custom data may be modified without creating a new order.

Modules

KonaKart has a modular architecture and has been designed to easily accommodate custom payment, shipping and order total modules. To install or remove a module it’s as simple as selecting it and clicking a button.

Payment Modules

Once a payment module has been deployed, it appears in the list of payment modules and can be installed or removed. The installation process may require the insertion of some parameters such as a merchant id and request URL and then it magically appears in the store front!

Shipping Modules

The process for installing a shipping module is identical to that of a payment module. The configuration parameters will be different for each module, but luckily there is float over help that describes what each parameter is used for.

Order Total Modules

An Order Total Module is a module that will generate an extra line in the order. The definition and installation of these modules allows you to customize your order. Examples are sub-total, tax, total, shipping cost (which was calculated by the shipping module) and discount (calculated by the promotion module).

Architecture

administration-diagram

KonaKart has a modular architecture and has been designed to easily accommodate custom payment, shipping and order total modules. To install or remove a module it’s as simple as selecting it and clicking a button.

Payment Modules

Once a payment module has been deployed, it appears in the list of payment modules and can be installed or removed. The installation process may require the insertion of some parameters such as a merchant id and request URL and then it magically appears in the store front!

Shipping Modules

The process for installing a shipping module is identical to that of a payment module. The configuration parameters will be different for each module, but luckily there is float over help that describes what each parameter is used for.

Order Total Modules

An Order Total Module is a module that will generate an extra line in the order. The definition and installation of these modules allows you to customize your order. Examples are sub-total, tax, total, shipping cost (which was calculated by the shipping module) and discount (calculated by the promotion module).

Customers

Customers are very important for making your on line venture a success. Therefore we ensure that we can manage them using the Admin App!

Customers may be found using a number of search criteria. Once found, they may be edited and deleted if you have the privileges to do so. You may create a new customer, view and edit a customer’s orders, his reviews and his addresses, reset his password, manage his reward points, manage his customer tag values and send him an email directly from within the Admin App.

A powerful feature of KonaKart is that you can click on a button to open the store front application, logged in as the currently selected customer. This feature is used in Call Centers where the operator can log in for the user and perform actions directly on the store front while the customer is still on the phone. The customer does not need to disclose his password to the operator.

The Admin App may be used to send bulk template based emails to your customers. Mails may be sent to all customers or to just those that:

  • Have signed up for the newsletter.
  • Have requested to be notified about a certain product.
  • Belong to a customer group.
  • Have customer tag values that match an expression.

Reports

The KonaKart Admin App provides powerful reporting functionality through integration with BIRT, the very popular open source Business Intelligence and Reporting Tool. Although an ever expanding list of useful reports is provided in the KonaKart download, the integration is done in such a way that allows users and system integrators to develop and customize their own reports by using the BIRT Eclipse based development environment.

The integration with BIRT has been done in quite a general purpose fashion so that it is relatively easy to integrate other reporting tools on demand.

Marketing

The admin app has a section dedicated to managing marketing which is a very important feature of your online presence.

Promotions

Promotions may be created, edited and deleted. Once created they may be assigned a variety of rules that determine when they become active and they may be associated to coupons. Gift certificates are also managed within the promotions panel since the gift certificate discount is managed by a promotion.

Customer Tags and Expressions

Customer tags store information regarding a customer’s behavior and can be combined within an expression that is evaluated for determining whether to activate promotions, display banners and send eMails. The admin app allows you to create new tags and delete existing ones. It also allows you create expressions using an intuitive UI.

Content

A limited amount of functionality is provided to support rudimentary content management for your store(s). You can define content types (like banners, blocks of text etc) and content items with those types.  You can use KonaKart expressions to program which content is displayed to different users.  For instance, you might wish to display different banners to different customers browsing your store depending on the type of customer they are (Male/Female etc.).

Customer Communications

This panel allows you to manage bulk mailing to your customers. The mails are based on Velocity templates and can be sent to customers that have signed up for the newsletter, for product notifications, that belong to a customer group or whose tag values evaluate an expression to true. A nice feature is the internationalization of the mails since they may be automatically sent out in the customer’s preferred language rather than the default store language.

Products

Products come in all shapes and sizes, so the product maintenance section of the Admin App is packed with functionality to manage a multitude of supported features:

  • Product information such as the name, HTML description, comparison data and URL, may be entered for each defined language.
  • Other details such as the manufacturer, categories, images and prices may also be assigned to the product.
  • If the product has options, these can be added and a price delta can be defined. (i.e. +$10 for Premium Model)
  • If the product options have different SKUs (i.e. red shirt, green shirt), a quantity in stock and available date may be entered for each one.
  • Merchandising links such as cross-selling and up-selling can be associated to other products which will be displayed in the store front when a user views the product details.
  • Tags can be defined to make the product easy to find.

The products section of the Admin App is also where you can define and maintain manufacturers, categories, product options, product reviews, tags, tag groups and payment schedules.

Taxes

KonaKart employs a Tax calculation system which has been proven to comply with the tax systems for most countries around the world. Here’s how it works:

  • Each product can be associated to a tax class which defines how the product will be taxed. For example, food products may be taxed differently to luxury goods.
  • Tax areas may be set up and mapped to physical areas. For example, one tax area may be a whole country whilst another one may be a single state within the country.
  • Finally, a tax rate can be associated to a tax class within a tax area to define the rate of tax for a type of product within that tax area (i.e. 6% tax for food goods within a tax area that covers the state of Florida). If a location lies within multiple tax areas, then the tax rate is compounded. For example, a product may require a state tax as well as a country wide tax.

TaxCloud Sales Tax Service Integration

For the US market, KonaKart includes an integration with TaxCloud which is a free sales tax service for online retailers. It instantly calculates sales tax for any U.S. address. TaxCloud has been certified by the Streamlined Sales Tax Governing Board, so you can be sure that their tax information is accurate and up-to-date. TaxCloud files your sales tax returns with all Streamlined member states and provides easy-to-understand reports for you to use with the remaining states.

Custom Panels

The KonaKart Admin App has been designed so that you can add custom functionality which is important for your on line store and missing from the base offering.

New panels can be added, and access to these panels can be controlled through the same role based security system as the rest of the application. For example, if you have developed an interface to another system such as an ERP system, you may want to control and configure this interface from the Admin App using a custom panel.

Screen Shots

Click to enlarge.

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