Dropship. Features. webkul.com/blog/dropship-for-magento2/ January 22, /43

Size: px
Start display at page:

Download "Dropship. Features. webkul.com/blog/dropship-for-magento2/ January 22, /43"

Transcription

1 Dropship webkul.com/blog/dropship-for-magento2/ January 22, 2016 Dropship is a shipping method where the store owner does not keep the products stocked in its store. Instead, all the products are stored in different warehouses across the region. So when a customer places an order, the product is directly shipped from the nearest warehouse instead of the store. The admin can add multiple warehouses for a product with the quantity. Now, the admin will be able to import products from the AliExpress into his store and can start selling those products within his own store very easily. To place the orders at AliExpress the admin just needs to click a single button and then make the payment as we have automated the order process for the AliExpress orders. Features Import AliExpress products(simple and with custom options) from AliExpress into your selected store. Import products from the AliExpress search page or from the category pages. Shop URL verification while registering your Magento store URL. Add Product Price Synchronization from AliExpress using cron. Description of the product also gets imported same as AliExpress. Import AliExpress products to your multiple websites separately. The product information like base name, price, product reviews, meta title, meta keywords, meta description, SKU, description(simple tags, HTML tags, and multiple images), and variations(custom options) get imported along with the product. View all AliExpress Orders in a separate section. Automated Order Process for the AliExpress Orders. Mass Assign/Un-Assign the imported products to various warehouses. Set the Default quantity and cost of the imported products when they are assigned to the warehouse. Assign warehouse automatically or manually. Google Maps API based address auto-complete. Select the template for order approval and new warehouse account. Select shipping methods for every warehouse. Separate warehouse manager login for managing the orders and shipments. The admin can do complete management (add/edit/delete) of the warehouses. The admin can assign warehouses to unassigned orders. Add shipping rates information using a CSV file. Mention warehouse stock quantity in the products. Shipping cost is calculated according to the warehouse location. The admin can add warehouse(supplier) products price rules. The admin can map Magento category with warehouse category. The admin can add the Data-Flow Profile to map Magento product attributes with 1/43

2 warehouse product attributes. The admin can import multiple warehouse(supplier) products using single CSV, XML, and XLS file. Allowed admin to import individual warehouse(supplier) products using CSV, XML, and XLS file. Automatically created supplier account if not exist during warehouse products import using CSV, XML, and XLS file. Applying price rules on warehouse(supplier) products during import using CSV, XML, and XLS file. The admin can view warehouse(supplier) dashboard to analyze sales. The admin can view warehouse(supplier) orders. The admin can view warehouse(supplier) products. Allowed Warehouses(suppliers) to view their dashboard to analyze sales. The module properly works with default Magento shipping methods. AliExpress Importer Chrome Extension **Note: You need to install this extension on your Google Chrome browser for importing the products to your Magento 2 store. Please follow this link and install the extension fom c How to Get Google API Key The admin needs to get the Google Maps API key for address auto-complete to work. Please visit the following link for getting the API Key. Log into your Google account and then click GET A KEY button as visible below: 2/43

3 A pop-up window will appear, Create Project and give any name to it. Then, click ENABLE API. After few seconds, the API Key will be generated. Copy the API key, it will be used at the time of widget configuration. 3/43

4 Module Configuration After the module installation, the admin needs to do configuration. Go to Stores>Configuration>Webkul>Dropship Manager. Here, following settings will be available to the admin: General Settings Name Enter the admin or store owner name. Enter the id of admin or of the store owner. Warehouse Assign Select how to assign the warehouse to an order. Auto At the time of checkout, the customers will find Dropshipping method. After 4/43

5 placing the order, the nearest warehouse will be assigned where the product is available. Manual In Manual mode, the customers will only find the default shipping methods. After placing the order using the available shipping method, the admin will need to assign the nearest warehouse manually where the product is available. Google API Key Enter Google Maps API Key here. Dropship Transactional s Show Price Details in Order Approval Mail Select either Yes or No whether to display price details or not. Order Approved Template Select the template for warehouse manager when an order is approved. New Warehouse Account Template Select the template for when new warehouse account is created. New warehouse registration mail to warehouse : Order approval mail to warehouse : 5/43

6 AliExpress Settings Under the AliExpress Settings section, the admin will Install the AliExpress Chrome extension. To install the AliExpress extension just tap on the Install button. After this, you will be redirected to the Google Chrome store and then you can directly click on the Add to Chrome button to install the extension. Enter the Username and the Token The admin can enter any username that he can remember. This username will be required for authenticating your store at the AliExpress website. The token is also a required for the authentication purpose and a new token can be generated any 6/43

7 number of times.**note: While generating a new token, you must first save the configuration and then make use of the entered username and the token for authenticating your store at the AliExpress website. Quantity Enter the default quantity that will be applicable to the imported products from AliExpress whilst assigning the products to the warehouse Default Cost Enter the default cost that will be applicable to the Imported products from the AliExpress when the products are assigned to a warehouse Default Attribute Set ID Select the default attribute set for the products being imported from the AliExpress Default Tax Class Select the default tax class for the products being imported from the AliExpress Weight Set the weight that will be applicable to the products being imported from the AliExpress Product Active Set Yes to enable the imported products in your store after importing the products from AliExpress else select No Default Website Select the default website where the imported products from AliExpress will be added to. Admin Management Now, the admin can see Dropship Manager in the admin panel as per the image below. 7/43

8 Warehouse Dashboard Admin s End Clicking the Warehouse Dashboard menu option will redirect to the default admin dashboard page. Warehouse Manager Here, the admin can see all the Warehouses, user name, title, status, and link to edit the warehouse. 8/43

9 The admin can add new Warehouse by clicking on Add New Warehouse button and then a new page appears where the admin has to enter all the warehouse information. The admin has to select the shipping methods for each warehouse. 9/43

10 The admin can edit a warehouse by clicking on the edit button that brings up the page with the warehouse information. Here, the admin can see different other options related to the warehouse-like Upload File, Field Mapping, Price Rules, Run Profile, Added Products, Orders, and the dashboard. Upload File 10/43

11 Under this section, the admin can Upload Products with their Images for this selected warehouse. Here we have two sample types to download from, that can be used for easily uploading the products Download Samples If the SKU doesn t exist. If you download these samples then you can add new products by filling in the product information in the CSV, XML, or XLS file and then upload it under the Upload Product File section. Please check the below example using the CSV file. Download Samples If SKU exists. If you download these samples then youcan update the warehouse products. Here, the admin will enter the SKU, Price, Stock, to update the products. Please check the below example using the CSV file. 11/43

12 Now, after downloading the sample file (CSV, XML, XLS) if you want to use it for uploading the products in bulk, you need to enter the product details first and then under Upload Product File upload the file and add the images zip file under Upload Product Images.zip. Now, click the Save Warehouse button to upload the products. Field Mapping For the selected warehouse, the admin can select an already created Dataflow Profile or can Add Field Mapping for the In Database values versus the In file values. In case, a user has changed the CSV header namethen to match the database values with the in file values, the admin can create the field mapping. Price Rules If the admin wants to change the product price set by the warehouse, the admin needs to select any of the price rules as per need. Admin can see the selected price rules for this warehouse and can multi-select other price rules as well that are available. For Example The warehouse cost for the product is $10 and you want to set the price for the product at your website as $ 20, then select the price rules that will allow this hike. The admin can easily create the price rules under the Manage Price Rule section. 12/43

13 Run Profile Under the upload file section, if the admin has uploaded the products file and the product images zip file then he can select that profile to run so as to import the products to the warehouse. Here, the admin can enable/disable the option - Want to skip if product warehouse price is greater than product price by checking and unchecking it. If enabled, this will allow the admin to skip the products of the warehouse that are having greater price than the product price. For Example : If you already have a product at your web store that is already set to price $100 and the warehouse from which you are importing the products has set the price for that product as $120, then you may check the option Want to skip if product warehouse price is greater than product price to skip those products of the warehouse that are having a greater price than your store s product price. Added Products 13/43

14 The admin can see all the warehouse added products and also can see the orders placed for each of the products. Also, the admin can click on the View Orders to see all the orders placed for this warehouse product. Orders The admin can find all the orders placed for this particular warehouse. The admin can see the Order numbers, their status, the total Order Total, the Warehouse Total, and the Warehouse Shipping. Dashboard Under this section, the admin will be able to see the selected warehouse dashboard statistics like the Statistics for the Orders placed and the Amount of revenue generated for the selected warehouse. Also, the admin can see the warehouse information like Lifetime Sales, Average Order, last Orders, Most Viewed Products, etc. 14/43

15 Manage Shipping Rule From here, the admin can add and manage shipping rates of different warehouses. The admin can delete any existing shipping rate. To add shipping rates admin just need to upload a CSV file having shipping rates. To add a new shipping rate click the Add New Shipping Rules button that brings up a page to import the shipping rules. The admin will download the sample CSV file for adding the shipping rules. After creating the shipping rules, the admin will upload this shipping rule CSV file and then select the warehouse(supplier) for whom the admin wants to add the shipping rules. Lastly, click the Save button to save the shipping rules as shown below in the snapshot. 15/43

16 Shipping Rule CSV file Example Here, the admin can create the shipping rule for the Warehouses(suppliers) if they have not added the shipping cost from their end. The admin will enter the Country Code, Zip From, Zip To, Price, Weight from, and Weight To values in the CSV file. How To Assign A Product To A Single Or Multiple Warehouse Admin can easily assign an individual product to the available warehouses by navigating through Products >Catalog and clicking the edit button next to the product as shown below. After clicking Edit, go to Warehouse Stock option. Tick the warehouse where the product is available and enter the quantity of the product. 16/43

17 Dropship Product Profile Under this section, the admin can easily upload the products for a single or multiple warehouses(suppliers) at the same time. Here the admin can select the different file type (CSV, XML, and XLS) for uploading the products. The admin needs to enter the file column values and then upload this file along with the product images zip file. 17/43

18 Here we have two sample types to download from, that can be used for easily uploading the products Download Samples If the SKU doesn t exist. If you download these samples then you can add new products by filling in the product information in the CSV, XML, or XLS file and then upload it under the Upload Product File section on the store. Please check the below example using the CSV file. Download Samples If SKU exists. If you download these samples then youcan update the warehouse products. Here, the admin will enter the SKU, Price, Stock, and the Supplier( Id) to update the products. Please check the below example using the CSV file. 18/43

19 Now, after downloading the sample file (CSV, XML, XLS) if you want to use it for uploading the products in bulk, you need to enter the product details first and then under Upload Product File upload the file and add the images zip file under Upload Product Images.zip. Now, click the Upload Profile button to upload the products. Now, after clicking the Upload Profile button, you will be directed to the Run Profile page. Here, the admin under Select Profile option will select the profile to run as shown below in the snapshot. Note: To skip products of the warehouse whose price is greater than the product price select the option as Yes. For Example : If you already have a product at your web store that is already set to price $100 and the warehouse from which you are importing the products has set the price for that product as $120, then you may check the option Want to skip if product warehouse price is greater than product price to skip those products of the warehouse that are having a greater price than your store s product price. Now, click the Run Profile button after which the products will start importing as per the snapshot below. 19/43

20 After completing the product upload, you can see the total number of products imported. Field Mapping The admin can select an already created Dataflow Profile or can Add Field Mapping for the In Database values versus the In file values. In case, a user has changed the CSV header namethen to match the database values with the in file values, the admin can create the field mapping. Price Rules Under this section, the admin can select the Price rules that will be applicable on the product. All the created price rule by the admin will be shown under the Price rules. Now, the admin can select the price rules for getting the correct price hike for the warehouse products on his web store. For Example: The warehouse cost for the product is $10 and you want to set the price for the product at your website as $ 20, then select the price rules that will allow this hike. 20/43

21 Run Dropship Product Profile If you have already uploaded the product file and the product images zip file, you can run that profile at a later time as well under this section. Just select the already created profile and then click on the run profile to import the products. Here, the admin can enable/disable the option Want to skip if product warehouse price is greater than product price by checking and unchecking it. If enabled, this will allow the admin to skip the products of the warehouse that are having greater price than the product price. Dropship Dataflow Profile Under this section, the admin can find all the data flow profiles that he has created for use. To add a new Dataflow profile the admin will click on the Add New Dataflow Profile button as shown below. 21/43

22 Clicking the Add New Dataflow Profile button will bring up the section where the admin can do the field mapping between the actual database entries and the column names of the file that will be uploaded for the product import. This allows the admin to use his own specific and understandable column names for the file. Now, the admin can use these In File names for the file as shown below in the snapshot while uploading their products. Category Mapping Under this section, the admin will be able to manage category mapping. Here, the admin can map the warehouse category with his store category. For category mapping, click the Map New Category button at the top right-hand side of the page. 22/43

23 Now, New Category Mapping page comes up and here the admin will Enter the Name for the mapped Category Select the Attribute Set for this Category Lastly, select your Store Categories with which you want to map and click the save button. Price Rules Here, the admin can create new price rules as per need and can see the created ones. These price rules will be available for selection under the field mapping section. To create a price rule, the admin will click on the Add New Price Rule button at the top right-hand side. 23/43

24 Now, enter the minimum price, maximum price, the price that will be added to the product in this price range, select the added price to be fixed or percentage and click the Save button to save the price rule. To edit the price rule, click on the Edit button which brings up the page to edit the price rules. Here, you can alter the Min, Max, Price and the Price Type Fixed or Percentage as per your need. Installing AliExpress Importer Chrome Extension Follow the below steps to install the AliExpress Importer Chrome extension from the admin backend Step 1: Navigate to Stores->Configuration->Webkul->Dropship Manager->AliExpress Settings. Step 2: Now, tap on the Install link. 24/43

25 Step 3: You will be redirected to the Google Chrome store. Here, tap on the Add to Chrome button to install the AliExpress importer extension. Step 4: Now, a pop-up will appear just click on the Add Extension button and we are done installing the Magento 2 AliExpress Importer extension in the Chrome browser. How to Import AliExpress Products 25/43

26 **Note: Before importing the products from AliExpress into your store you should first install the AliExpress product importer extension in your Google Chrome browser. After that, you can continue as explained below. Go to the AliExpress website and navigate to the products or just search the products in the search bar. Now, while hovering your mouse you can see the blue icon for the AliExpress product Importer. Just click that icon to import the products into your store. After clicking the icon above, you need to authenticate your store first before you can import the products. Just copy the URL of your store like the snapshot below. **Note: Please make sure that your store address uses else the extension will not work. If your store setup contains any folder then add that folder name like Now, click on the AliExpress product Importer icon. This brings up a pop-up just enter your store URL and click the next button to proceed further. 26/43

27 Clicking next will bring the pop-up to enter the Username and the Token. To get the Username and the Token You will navigate to Stores->Configuration->Webkul->Dropship Manager. Now, go to the AliExpress Settings tab and here you will find the username and the token that needs to be copied. After copying the token just save the configuration. **Note: You can regenerate the token any number of times by clicking the Update Token button. Also, you can manually enter the Username and the Token and then Save the configuration to use the manually entered Username and the Token to authenticate your store. 27/43

28 Lastly, click the Submit button in the above snapshot your store will be authenticated and you will see a success message Authenticated Successfully. Now, after the authentication when you click the importer icon, you will get a popup page as per the image. Here, you can: Edit the product name and import the product with the edited name. Edit the product price and import the product with the edited price. Import the product reviews also as per the choice. You can import all or none reviews. Also, set the number of product reviews you want to import. Edit the Meta Tag Title, Meta Tag Description, and Meta Tag Keywords. After clicking the submit button, the product gets imported successfully as per the image. After importing the product, you can check the product description and reviews that have been imported by navigating to the same product at the storefront as shown below Description Reviews 28/43

29 Also, you can set cron in your web store to update the product price from AliExpress. The cron job runs every 30 minutes and updates the product price from AliExpress. For Example A product is being sold at AliExpress with a price range of $26.24 $32.64 as shown below. 29/43

30 Now, when the cron runs, at this time if the product s higher price range value($32.64) gets changed(if the AliExpress seller has made changes to the pricing) then that value will be auto-updated within the Magento store for the respective product. There are other product attributes like SKU, description(simple tags, HTML tags, and multiple images), and variations which will be imported. But they will not be editable while importing the product. You can edit these attributes after importing the product to your store. 30/43

31 You can also import the products from the AliExpress search page by first searching for a product in the AliExpress search bar. After tapping the search, the search results will be populated and you can see the importer icon on the search page as well as shown below in the snapshot. 31/43

32 Edit the Store URL/Add a New Store URL for Authentication After you have authenticated your store you will see an edit button visible in the top righthand corner. This button can be used to edit a previously entered URL or can be used to authenticate a new store URL. This edit icon will only be visible on the AliExpress website and not anywhere else. AliExpress Products Now, the imported products will be visible under Dropship Manager->AliExpress Products menu option as shown below in the snapshot. Now, the admin can Mass Assign/Un-Assign the imported products to the various warehouses. The admin will first select the products and after that from the actions dropdown select the assign or unassign warehouse option as required. The admin can also delete the AliExpress products by selecting the product(you can multi-select the products) and then tapping the Product Delete option. 32/43

33 After selecting the assign or un-assign warehouses you need to select the warehouse. Tap the warehouse where you want to assign or un-assign the products. Selecting the warehouse will assign or un-assign as per the selection made. **Note: When you are mass assigning the products to various warehouses, the quantity and the default cost set under the AliExpress Settings in the backend module configuration will be applicable to all the products. The admin also can edit the imported products, can assign the products with quantity and price to the various warehouses, and check the product s customizable options. To edit and assign a warehouse click the Edit link. 33/43

34 34/43

35 AliExpress Orders When the products that are imported from AliExpress to your Magento 2 store get purchased at your store, then all those orders will be visible under this section. Clicking the Place Order button will redirect the admin to AliExpress. Here, the order placement process is automated up to the Review Your Order section. Now, when the admin will click on the Place Order button, the admin will be redirected to the AliExpress and the product gets automatically added to the cart and then the admin will be directed to the Review Your Order section as per the below snapshots. 35/43

36 The Product is being added to cart automatically. Now, the admin can manually confirm the order and then select the payment method to make the payment for the purchase. 36/43

37 37/43

38 Customer s End Dropship Shipping will apply on the cart when assigned warehouse of the product provides shipment to the buyer address. The customer can see Dropship Shipping Method in the shipping method section as shown below in the snapshot. The shipping methods will be available to the customer according to the allowed shipping methods for the warehouses. 38/43

39 Admin Warehouse Manager In this section, the admin can approve the warehouse orders or cancel them. Also, the admin can assign warehouse to those drop ship orders which have not been assigned to any warehouse. After clicking the Unassigned button, a popup window will appear where the admin can easily assign the warehouses to the products. The admin will be able to see the available warehouses and the quantity of the item available. After clicking the Assign To Warehouse button the order products will be shipped from the warehouses. Warehouse Manager When the Warehouse Manager logins into Warehouse Manager, then he/she can see three tabs Warehouse Dashboard(To check their Order and Amount statistics) 39/43

40 Warehouse Order Manager(To manage the warehouse Orders) Manage Shipping Rule(To Manage Shipping Rules). Warehouse Dashboard Under this section, the warehouse manager can see the order and amount statistics for his warehouse and other details regarding the warehouse. The warehouse manager can also filter all the warehouse orders and amounts by last 24 hours, Last Seven Days, Current Month, Year To Days and 2 Years to Days as per the snapshot below. Warehouse Order Manager Here, the warehouse manager can view all drop ship orders received for this warehouse. Warehouse manager can cancel or approve the order from this grid and generate shipment for the order. 40/43

41 Warehouse Manager can see the order details and generate shipment. Please check the image below for the better understanding. 41/43

42 Manage Shipping Rule Warehouse Manager can upload CSV file for uploading the shipping rules. 42/43

43 After uploading the CSV files, the shipping rates will be visible in the grid showing the warehouse ID, country ID, postal code range, weight bracket, and the shipping cost. That s all for the base Dropship module still have any issue feel free to add a ticket and let us know your views to make the module better 43/43