This guide explains how to configure and monitor the shopping workflow in Norce Commerce. It covers setup for basket and order management views, including how to customize columns, filters, and dashboards in the admin interface. The goal is to help you create an efficient, accessible workflow for managing transactional data.
Before starting, ensure you have completed the following setup steps:
- Extended the order and basket models to fit your business needs.
- Set up the necessary applications in Norce Commerce.
- Configured payment and delivery options for your environment.
Before configuring the shopping workflow, gather the following information and make key decisions:
- Understand how users will interact with transactional data (baskets and orders) in Norce Commerce.
- Determine reporting and dashboard requirements for your organization.
Follow these steps to set up and customize the shopping workflow in the Norce Commerce admin tool.
- Navigate to the Shopping module in the admin interface.
- Access the Basket and Order views.
- Customize the columns displayed:
- Add or remove columns to show relevant data.
- Save custom layouts for different user roles or tasks.
- Create reports based on the selected columns.
- Set up dashboards to visualize key metrics.
- Configure date filters to control which transactions are shown:
- Use hard-coded date ranges or relative dates (e.g., today, yesterday, last 7 days).
- Set up status filters to segment data:
- Filter by basket status, order status, payment status, and delivery status.
- Baskets and orders are primarily read-only in the Admin tool; editing is limited.
- Status indicators help quickly identify issues or exceptions in the workflow.
- Prefer using relative date filters for dashboards and default views to ensure up-to-date information.
After the initial setup, you may want to:
- Adjust which columns and filters are available to different user groups.
- Create additional dashboards or reports for specific business needs.
- Integrate with external reporting tools if required.