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Copy file name to clipboardExpand all lines: docs/commerce/commerce.md
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You can use them to create a unified and streamlined e-commerce platform.
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Modules interact with each other, for example, to decrease stock following a sale, or cancel shipments and payments when orders are cancelled.
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The solution complements functionalities provided by the [PIM](products.md) offering, and allows you to sell products through the website.
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The solution complements functionalities provided by the [PIM](products.md) offering, and allows you to sell products through the website.
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With Commerce, you can build your own storefront from a set of generic components, which you can then customize to cover all aspects of the e-commerce experience.
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Out of the box, Commerce is configured to follow a specific workflow and support a certain number of processing method types, for example, flat rate and free shipping methods, as well as offline payment methods.
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Contact your administrator or development team about customization options.
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For more information, see [developer documentation]([[= developer_doc =]]/commerce/commerce/).
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Out of the box, Commerce is configured to follow a specific workflow and support a certain number of processing method types, for example, flat rate, free shipping methods, and offline payment methods.
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Contact your administrator or development team about customization options.
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For more information, see [Developer Documentation]([[= developer_doc =]]/commerce/commerce/).
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The following diagram includes statuses and actions that may occur on the order's way along the fulfilment path.
From the end-user perspective, once it is properly configured to grant the right permissions to [user Roles](../permission_management/permissions_and_users.md), the Commerce solution gives store managers control over the whole order fulfilment process, while allowing customers to monitor the progress of their transactions.
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From the end-user perspective, once it's properly configured to grant the right permissions to [user roles](../permission_management/permissions_and_users.md), the Commerce solution gives store managers control over the whole order fulfilment process, while allowing customers to monitor the progress of their transactions.
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Once the order is placed, users can interact with it by working with the following Back Office pages:
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Once the order is placed, users can interact with it by working with the following back office pages:
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# Order management
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The Order management module allows users to review order details, track order completion status, and cancel orders that are created when store customers purchase products.
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The **Order management** module allows users to review order details, track order completion status, and cancel orders that are created when store customers purchase products.
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Depending on the permissions assigned to your [user Role](permissions_and_users.md), you might be able to track and manage orders placed by all the store customers, or just your own ones.
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Depending on the permissions assigned to your [user role](permissions_and_users.md), you might be able to track and manage orders placed by all the store customers, or only your own ones.
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With the Back Office**Orders** screen, you can search for orders and filter search results.
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With the back office**Orders** screen, you can search for orders and filter search results.
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![Orders list](order_list.png"Orders list")
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The Order management package interacts with other packages of the system, so that:
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The **Order management** package interacts with other packages of the system, so that:
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- when store customers pass the checkout stage, stock is decreased and payment and shipment workflows are initiated
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- when store customers cancel their orders, the decreased stock is restored and payment and shipment are cancelled
Copy file name to clipboardExpand all lines: docs/commerce/order_management/work_with_orders.md
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# Work with orders
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In [[= product_name =]], you can view a list of orders and modify their statuses on the **Orders** screen.
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By default, depending on your permissions, you can access your own orders or all the orders that exist in the system.
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By default, depending on your permissions, you can access your own orders, or all the orders that exist in the system.
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## Filter orders in order list
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To view the details of an order, click its line in the order list.
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On the order details screen, you can view more information about the order, such as customer, payment and shipment details.
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On the order details screen, you can view more information about the order, such as customer, payment, and shipment details.
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In the **Items** tab you can see a list of products included in the order.
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Where fields have the following meaning:
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The fields have the following meaning:
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-**Subtotal (net)** - a sum of all product prices without taxes
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-**Shipping cost** - a net cost of the selected shipping method
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!!! note "Ordering virtual products"
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If the order includes only virtual products then the Shipment and Shipping address sections are not available.
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Virtual products don't require shipment when they are the only product in a purchase.
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If the order includes only virtual products then the Shipment and Shipping address sections aren't available.
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Virtual products don't require shipment when they're the only product in a purchase.
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## Change order status
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If your [user Role](work_with_permissions.md) includes the `Order/Update` permission, you can change the status of an existing order:
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confirm it if the order has "Pending" status, or complete it when it is in "Processing" status.
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If your [user role](work_with_permissions.md) includes the `Order/Update` permission, you can change the status of an existing order: confirm it if the order has "Pending" status, or complete it when it's in "Processing" status.
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With the `Order/Cancel` permission, you can cancel an existing order.
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!!! note "Canceling orders"
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When an order is created, stocks are reduced for the products on that order.
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When you create an order, stocks are reduced for the products on that order.
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When you cancel an order, the stocks are reverted back to their original values.
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# Payment management
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The Payment management module allows users to track the status of payments for orders placed by store customers.
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The **Payment management** module allows users to track the status of payments for orders placed by store customers.
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On the Back Office**Payments** screen, you can search for payments and filter the search results, as well as review payment details.
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On the back office**Payments** screen, you can search for payments, filter the search results, and review payment details.
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Depending on configuration and permissions, you may also be allowed to cancel payments.
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If the permissions assigned to your [user Role](permissions_and_users.md) allow, you may also have access to the **Payment methods** screen, where you define, enable, and disable offline payment methods.
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If the permissions assigned to your [user role](permissions_and_users.md) allow, you may also have access to the **Payment methods** screen, where you define, enable, or disable offline payment methods.
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![Payments list](payment_list.png"Payments list")
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The Payment management module interacts with other packages of the system, so that payment processing is cancelled automatically when you cancel your order.
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The **Payment management** module interacts with other packages of the system, so that payment processing is cancelled automatically when you cancel your order.
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# Work with payment methods
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If your [user Role](work_with_permissions.md)includes the `Payment method/Create` permission, you can create payment methods.
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If your [user role](work_with_permissions.md)has the `Payment method/Create` permission, you can create payment methods.
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With the `Payment method/Edit` permission, you can modify existing ones.
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Payment methods describe the way store customers pay for their orders during the checkout process.
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!!! note "Payment method limitations"
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By default, you can only create payment methods of type "Offline".
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By default, you can only create payment methods of `Offline` type.
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If your organization needs other payment method types, contact your administrator or development team about [creating a custom payment method type]([[= developer_doc =]]/commerce/payment/extend_payment/#define-custom-payment-method-type).
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Payment methods created in legacy Commerce cannot be migrated when you upgrade. You have to define them from scratch.
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## Create new payment method
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## Create new payment method
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1\. In the left panel, go to **Commerce** -> **Payment methods**, and click **Create**.
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2\.Find the payment method that you want to edit by using the search field and filters.
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2\.Use the search field and filters to find the payment method that you want to edit.
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3\. Click the **Edit** button next to the method in the list.
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1\. In the left panel, go to **Commerce** -> **Payment methods**.
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2\.Find the payment method that you want to delete by using the search field and filters.
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2\.Use the search field and filters to find the payment method that you want to delete.
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3\. Select a box next to its name and click **Delete**.
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!!! note "Payment methods for existing orders"
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You cannot delete a payment method if it is active or if it is used by unpaid orders.
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You cannot delete a payment method if it's active or if it's used by unpaid orders.
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You must first deactivate the method that you want to delete by toggling the **Availability** switch off.
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# Work with payments
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In [[= product_name =]], you can view a list of payments and modify their statuses on the **Payments** screen.
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By default, depending on your permissions, you can access payments for your own orders or all the payments that exist in the system.
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By default, depending on your permissions, you can access payments for your own orders, or all the payments that exist in the system.
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## Filter payments in payment list
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1. In the left panel, go to **Commerce** -> **Payments**.
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2. Narrow down the list of displayed payments in one of the following ways:
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- search for payments by typing part of order ID or identifier in the search box
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- filter payments by selecting one or more filters
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To view the details of a payment, click its line in the payment list.
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On the payment details screen, you can view a summary of information about the payment. Payment details include information about the payment method used, total value and current status of the payment.
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On the payment details screen, you can view a summary of information about the payment.
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Payment details include information about the payment method used, total value and current status of the payment.
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## Change payment details
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If your [user Role](work_with_permissions.md) includes the `Payment/Edit` permission, you can change the status of an existing payment:
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confirm it if the payment has "Pending" status.
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If your [user role](work_with_permissions.md) includes the `Payment/Edit` permission, you can change the status of an existing payment: confirm it if the payment has "Pending" status.
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# Shipping management
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Shipping processes are present in almost every e-commerce business.
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Shipping processes are present in almost every e-commerce business.
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[[= product_name =]] comes with a number of storefront and backend features to help users manage shipping.
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No two businesses are identical, and Ibexa ensures the flexibility that you need to configure shipping methods in a way that is optimal for your business and store customers.
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No two businesses are identical, and [[= product_name_base =]] ensures the flexibility that you need to configure shipping methods in a way that is optimal for your business and store customers.
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If the permissions assigned to your [user Role](permissions_and_users.md) allow, the Shipping management module enables you to define and manage shipping methods of different types on the **Shipping methods** screen.
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If the permissions assigned to your [user role](permissions_and_users.md) allow, the **Shipping management** module enables you to define and manage shipping methods of different types on the **Shipping methods** screen.
The Shipping management module interacts with other packages of the system,
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so that shipment processing is cancelled automatically when the customer cancels their order.
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The **Shipping management** module interacts with other packages of the system, so that shipment processing is cancelled automatically when the customer cancels their order.
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To filter the list, set one of the filters and click `Apply` button.
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You can also clear all chosen filters - to do it, click `Clear filters`.
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You can also clear all chosen filters - to do it, click `Clear filters`.
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## View shipment details
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To view the details of a shipment, click its line in the shipment list.
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On the shipment details screen, you can see an overview of the shipment's details.
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On the shipment details screen, you can see an overview of the shipment's details.
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Shipment details include basic information about the shipment, customer details, shipping address, total value, order ID and the date of the last update.
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Shipment details include basic information about the shipment, customer details, shipping address, total value, order ID, and the date of the last update.
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## Change shipment status
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If your [user Role](work_with_permissions.md) has the `Shipment/Edit` permission, you can change the status of an existing shipment:
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If your [user role](work_with_permissions.md) has the `Shipment/Edit` permission, you can change the status of an existing shipment:
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- "Pending" -> "Ready to ship" - click **Prepare** button, then click **Change** to confirm.
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- "Ready to ship" -> "Shipped" - click **Send** button, then click **Change** to confirm.
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- "Shipped" -> "Delivered" - click **Deliver** button, then click **Change** to confirm.
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- "Pending" -> "Ready to ship" - click **Prepare** button, then click **Change** to confirm.
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- "Ready to ship" -> "Shipped" - click **Send** button, then click **Change** to confirm.
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- "Shipped" -> "Delivered" - click **Deliver** button, then click **Change** to confirm.
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