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SoftSlate Commerce - User Guide
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SoftSlate Commerce

User Guide

SoftSlate, LLC

Copyright © 2003-2009 SoftSlate, LLC

Table of Contents

I. Guide for Administrators

1. Installing SoftSlate Commerce

Overview and System Requirements
Download SoftSlate Commerce
Create an Empty Database
Upload and Deploy SoftSlate Commerce
Run the SoftSlate Commerce Installer
Installation Troubleshooting
Installing SoftSlate Commerce Manually
Provisioning SoftSlate Commerce with Tomcat on RedHat Linux
Installation Procedure for Ensim Servers

2. Getting Started

Adding Your First Product
Placing a Test Order
Viewing Your Test Order
Next Steps

3. Important Settings

Store Contact Information
Outgoing Email Settings
Advanced System Settings
Built-In Categories Setting
Shipping Selection Required Setting
Security Code Required Setting
Default Layout Setting
Encryption Settings

4. Managing the Product Catalog

Products
Categories
Attributes
Manufacturers
SKUs
Discounts
Advanced Search

Using the Administrator

The Administrator Control Screen
Using Power Edit on the Administrator Control Screen
Making Assignments

Tracking Inventory with SKUs

Overview
Product-Level Tracking
Attribute/Option-Level Tracking
Attribute-Only SKUs

Overview
Global Discounts
SKU Discounts
Quantity Discounts and Discount Ranges
Coupons

Virtual Products

Advanced Search With Lucene

5. Configuring Taxes

Basic Tax Rates
AvaTax Processor

6. Configuring Shipping

Flat Rate Shipping Methods

Quantity-Based Shipping Tables

Weight-Based Shipping Tables

Price-Based Shipping Tables

Shipping Rules

Overview
Package Shipping Rules
Adding Method Limitations to Package Shipping Rules
Shipping Discount Rules
'Method Limits by SKU' Shipping Rules
'Method Limits by Location' Shipping Rules
Another Package Shipping Rule Example

7. Configuring Payments

Payflow Pro Advanced Settings

8. Managing Orders

9. Template Placeholders

Template Placeholders Reference

10. Upgrading SoftSlate Commerce

Upgrading Overview
Important: Read This Before Upgrading
Upgrade Procedure

A. Change Log

B. Release Notes

Version 3.1.0

Remove Old .jar Files
Remove Compiled JSP Files
Change to orderEmails.jsp
Update Payflow Pro Vendor Setting

Version 3.0.3

Remove softslate.jar File when Upgrading the Free Edition
No More .tar Files
Change to web.xml

Version 3.0.0

Copy appComponents.properties to appComponents-custom.properties
JSP templates related to appComponents-custom.properties
Changes to custom Hibernate mappings files
Change to web.xml
Administrator Changes
Interface Changes

Version 2.x

Version 2.3.5

Version 2.3.2

Version 2.3.1

Version 2.2.1

Version 2.1.1

Version 2.0.10

Version 2.0.9

Version 2.0.7

Version 2.0.5

Version 1.0.11

Version 1.0.8

C. Migration Guide from 1.x to 2.x

Migration from 1.x to 2.x - Overview

Migration from 1.x to 2.x - Procedure

Incorporating 1.x Customizations into 2.x

Interface Changes
JSP Template Changes

II. Guide for Designers

11. Making Basic Customizations

Display Settings
CSS Themes

12. Creating a Custom Layout

Setting Up Your Design Environment
Custom and Default JSP Templates
Customizing Your First Screen
Customizing the Core Layout Files
Customizing Screen Sections: Working with the Tiles Framework

13. Multiple Custom Layouts

Adding an Additional Custom Layout

14. More Customization Examples

SoftSlate Commerce's Built-In Categories

15. SoftSlate Commerce's Screens

Welcome Screen
Contact Screen
About Screen
Search Screen
Cart Item Edit Screen
Category Screen
Product Screen
Product List Screen
Search Results Screen
Cart Screen
Account Login Screen
Register Screen
Lost Password Screen
Checkout Invite Login Screen
Checkout Force Login Screen
Checkout Invite Register Screen
Error Screen
Order Form Screen
Account Addresses Screen
Account Password Screen
Account History Screen
Account History Details Screen
Checkout Addresses Screen
Checkout Payment Screen
Checkout Combo Screen
Checkout Confirm Screen
Checkout Thank You Screen

III. Guide for Developers

16. Setting Up Your Development Environment

Apache Tomcat

Useful Eclipse Plugins

Eclipse Web Tools
MyEclipse
Hibernate Tools for Eclipse
Struts Console
Amateras EclipseHTML Plug-In

17. Overview for Developers

Application Architecture

The Web Controller or Struts Layer
The Business Layer
The Data Access Layer
The Presentation Layer

Database Structure

Anatomy of a Request: Adding an Item to the Cart

18. Extending SoftSlate Commerce

7 Simple Rules for Making Customizations

Extending SoftSlate Commerce's Business Objects

Using Built-In 'Extra' Fields
Storing Custom Data in Settings Tables
Adding Fields to the Database Tables

D. Included Libraries and Licenses

List of Tables

6.1. Package Shipping Rule Ranges
9.1. Template Placeholders Reference
A.1. Change Log
A.2. Change Log - Version 2.x
B.1. Potential JSP and Struts Customization Conflicts
12.1. SoftSlate Commerce's Core Layouts and Their Screens
15.1. Welcome Screen Reference
15.2. Contact Screen Reference
15.3. About Screen Reference
15.4. Search Screen Reference
15.5. Cart Item Edit Screen Reference
15.6. Category Screen Reference
15.7. Product Screen Reference
15.8. Product List Screen Reference
15.9. Search Results Screen Reference
15.10. Cart Screen Reference
15.11. Account Login Screen Reference
15.12. Register Screen Reference
15.13. Lost Password Screen Reference
15.14. Checkout Invite Login Screen Reference
15.15. Checkout Force Login Screen Reference
15.16. Checkout Invite Register Screen Reference
15.17. Error Screen Reference
15.18. Order Form Screen Reference
15.19. Account Addresses Screen Reference
15.20. Account Password Screen Reference
15.21. Account History Screen Reference
15.22. Account History Details Screen Reference
15.23. Checkout Addresses Screen Reference
15.24. Checkout Payment Screen Reference
15.25. Checkout Combo Screen Reference
15.26. Checkout Confirm Screen Reference
15.27. Checkout Thank You Screen Reference
D.1. Included Libraries and Licenses

List of Examples

1.1. Creating an Empty Database in MySQL
1.2. Creating an Empty Database in Microsoft SQL Server
1.3. Deploying SoftSlate Commerce with Tomcat on Linux
1.4. Installing SoftSlate Commerce on an Ensim Server
2.1. Adding a Product
2.2. Placing an Order
2.3. Viewing an Order
4.1. Updating Prices for a Group of Products at Once
4.2. Creating an Attribute and Options, and Assigning it to a Product
4.3. Tracking Inventory at the Product Level
4.4. Tracking Inventory at the Attribute/Option Level
4.5. Setting up a Global 10% Discount
4.6. Setting up a SKU Discount to Give $10.00 off
4.7. Setting up a Quantity Discount
5.1. Configuring Taxes for a Store in Boulder, Colorado
6.1. Charging Flat Rates for Shipping
6.2. Charging Shipping Based on the Quantity of Items in the Order
6.3. Charging Shipping Based on the Weight of Items in the Order
6.4. Offering Free Shipping on Large Orders
6.5. Defining Packages with Package Shipping Rules
6.6. Defining Shipping Rules When One Product Is Shipped in Multiple Packages
12.1. Customizing the Welcome Screen
12.2. Customizing the Layout of the Checkout Screens
12.3. Replacing the Welcome Screen's Header
13.1. Creating an Additional Custom Layout for Visitors Coming from an Affiliate
14.1. Adding a Built-In Category
18.1. Extending the Product Object by Adding a Field to sscProduct
18.2. Adding a New Product Field to the Administrator Screens

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		Part I. Guide for Administrators

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