Setup: Configure admin for shopping management

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This guide explains how to set up and monitor the shopping workflow in Norce Commerce, including basket and order management views.

Required steps

• Extend order and basket models
• Set up applications
• Set up payment and delivery

Preparations

Before configuring the shopping workflow, ensure you have:

1. An understanding how users wants to work with transactional data in Norce
2. How they want to use reports and dashboards

How-to

Configure view settings

1. Navigate to the Shopping module
2. Go to basket view and order view
3. Customize columns:
   • Add/remove columns
   • Save custom layouts
   • Create reports
   • Set up dashboards

Set up filtering

1. Configure date filters:
   • Hard-coded date ranges
   • Relative dates (today, yesterday, last 7 days)
2. Set up status filters:
   • Basket status
   • Order status
   • Payment status
   • Delivery status

Important considerations

• Baskets and orders are primarily read-only in the Admin tool
• Status indicators help identify issues
• Relative date filters is preferable for dashboars and default views

Where to go from here