User & Developer Guide
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Table of Contents
1. Overview
2. Setup
3. The Back End
4. Product Data
5. Orders
6. Customers
7. Promotional Tools
8. Custom Pages - Basic CMS
9. Exporting Data
10. The Data Tool
11. Web API
12. Kartris Site Search
13. Search Engine Optimization (SEO)
14. Skins and Visual Design
15. Responsive Interface / Mobile Support
16. Custom Development
17. Localization
18. Payment Systems
19. Other Features
20. Kartris PowerPack
Table of Contents
1. Overview
2. Setup
2.1. Download the software
2.2. Prerequisites
2.3. Licenses
2.3.1. GNU General Public License v2
2.3.2. Kartris Commercial License
2.4. Installation
2.4.1. Microsoft Web App Gallery
2.4.2. Installing Kartris manually on a local computer
2.4.2.1. On IIS 7.5+
2.4.3. Installing Kartris on web space
2.4.4. Forcing the install routine to run again
2.5. Upgrading
3. The Back End
3.1. Logging in
3.2. Security
3.2.1. SSL
3.2.1.1. Checking for SSL
3.2.1.2. Activating Kartris's SSL support
3.2.1.3. External SSL
3.2.2. IP Restrictions
3.3. Navigation and toolbar buttons
3.4. Creating and managing logins
3.4.1. Creating logins
3.4.2. Setting permissions
3.5. Config settings
3.5.1. Finding config settings
3.5.2. Changing config settings
3.5.3. Useful config settings
3.5.3.1. General site settings
3.5.3.2. Security & access
3.5.3.3. Images
3.6. Regional setup
3.6.1. Tax regime
3.6.2. Regional setup wizard
3.6.3. Currency
3.6.3.1. Live currency rates
3.6.4. Price display
3.6.4.1. Prices inc/ex tax
3.6.4.2. Tax display
3.6.5. Shipping / postage
3.6.5.1. Shipping by weight or order value
3.6.5.2. Shipping methods
3.6.5.3. Shipping zones
3.6.5.4. Shipping rates
3.6.5.5. Free delivery and downloads
3.6.5.6. Real-time shipping providers
3.6.5.6.1. UPS setup
3.6.5.6.2. Fedex setup
3.6.6. Countries and States
3.7. Database admin
3.7.1. Home screen
3.7.2. Admin logs
3.7.3. Error logs
3.7.4. Triggers
3.7.5. Clear data
3.7.6. Run query
3.7.7. Data export
3.7.7.1. Orders export
3.7.7.2. Custom exports
3.7.8. Tools
3.7.9. Full-text search (FTS)
4. Product Data
4.1. Relationships
4.1.1. Unlimited category levels
4.1.2. Multiple parent categories
4.1.3. Mix products and subcategories
4.1.4. Product types
4.1.4.1. Single product
4.1.4.2. Multiple version product
4.1.4.3. Options product
4.1.4.4. Combinations product
4.1.4.5. Custom control product
4.2. Adding product data
4.2.1. Creating a new category
4.2.2. Creating a new product
4.2.2.1. Category parent
4.2.2.2. Product type
4.2.2.3. Product not visible warning
4.2.2.4. Creating a version
4.2.2.4.1. RRP
4.2.2.5. Finding and viewing versions
4.2.2.6. The 'Images' tab
4.2.2.7. The 'Media' tab
4.2.2.7.1. Youtube
4.2.2.7.2. flv, mp3, html5video, swf
4.2.2.7.3. pdf, doc
4.2.2.8. The 'Attributes' tab
4.2.2.9. Related products
4.2.2.10. The 'Object Config' tab
4.2.2.11. Special pricing for certain customers
4.2.3. Expanding versions in main view
4.3. Sort order of products and categories
4.3.1. Default sort order
4.3.2. Changing the sort order of products
4.3.3. Changing the sort order of categories
4.4. Options
4.4.1. Creating options
4.4.2. Using options
4.4.2.1. Sort order value explained
4.4.2.2. Price and weight modifiers
4.5. Product attributes
4.5.1. Attributes vs. options
4.5.2. Creating attributes
4.5.3. Setting attribute values at product level
4.5.4. Object config
4.5.4.1. K:product.addtobasketqty
4.5.4.2. K:product.callforprice
4.5.4.3. K:product.customcontrolname
4.5.4.4. K:product.unitsize
4.5.4.5. K:product.usecombinationprice
4.5.4.6. K:version.extrasku
4.6. Suppliers
4.7. Stock tracking
4.7.1. Activating stock tracking
4.7.2. Out of stock
4.8. Free delivery and downloadable items
4.8.1. Digital / downloadable items
4.8.1.1. Controlling access to files
4.8.2. Free shipping
4.9. Custom control products
5. Orders
5.1. Finding orders
5.2. Processing orders
5.2.1. Order status
5.2.2. Order progress
5.3. Invoices and receipts
5.3.1. Issuing invoices
5.3.2. Customizing the invoice apperance
6. Customers
6.1. Finding customers
6.2. Customer groups
6.2.1. Managing customer groups
6.2.2. Restricting access to certain products
6.2.3. Per-customer group pricing
6.3. Customer settings
6.3.1. Customer discount
6.3.2. Change customer password
6.3.3. Change customer email address
6.3.4. Approve customer for special payments
6.3.5. Language
6.3.6. Affiliate details
6.3.6.1. IsAffiliate?
6.3.7. Mailing list
6.3.7.1. Mailing list process
6.3.7.2. Mailing list details
6.3.7.3. Sending to the mailing list
6.4. Affiliates
6.4.1. Becoming an affiliate
6.4.2. Using an affiliate account
6.4.3. Affiliate commission
6.4.4. Returning customer commission
6.4.5. 'Double' affiliates
6.4.6. Using affiliate features to track incoming links
6.4.7. Viewing data
6.4.8. Paying commission to affiliates
7. Promotional Tools
7.1. Promotions
7.1.1. Limiting the number of promotions
7.1.2. Creating a promotion
7.1.3. Promotions to avoid and potential problems
7.1.4. Adding promotional items to basket
7.1.5. Full list of promotion types
7.1.6. Linking promotions with a coupon
7.2. Related products
7.2.1. How relationships work
7.2.2. Creating relationships
7.3. Coupons
7.3.1. Creating a coupon
7.3.2. Accounting for coupons
7.4. Customer discounts
7.5. Customer group discounts
7.6. Quantity discounts
8. Custom Pages - Basic CMS
8.1. Creating a custom page
8.2. The 'Default' page
8.3. Breadcrumb trail & parent pages
8.4. Site menus
9. Exporting Data
9.1. Data export
9.1.1. The customer/order export
9.1.2. Custom exports
9.1.3. Saved exports
10. The Data Tool
10.1. Overview
10.2. Getting started
10.3. Importing data
10.3.1. Formatting spreadsheet/CSV data for import
10.3.2. Importing from CactuShop
10.3.3. Data tool caveats
10.3.4. Importing from other databases
10.3.5. Exporting and reimporting data
10.3.6. Import options
10.3.7. Importing images
10.3.8. Post import processing
10.3.9. Command line support
10.4. Importing language packs
10.4.1. Importing a language pack
10.4.2. Exporting a language pack
10.5. Execute an SQL script
10.6. Resetting your admin password
11. Web API
11.1. Activating the web API
11.2. Using the web API
11.3. Sample code
12. Kartris Site Search
12.1. Overview
12.2. Full-text search
12.3. Advanced search
12.4. Searching product attributes
13. Search Engine Optimization (SEO)
13.1. Domain forwarding
13.2. Meta-tags
13.2.1. Default values
13.2.2. Overriding default meta tag values
13.2.3. Overriding default URLs
13.3. The canonical tag
13.3.1. Why doesn't Kartris use 301-redirects instead?
13.4. 'Friendly' URLs
13.4.1. Turning off 'friendly' URLs
13.5. XML Sitemap
13.6. Google Product Feed
14. Skins and Visual Design
14.1. Required skins
14.2. Setting a skin
14.3. Skin components
14.3.1. The 'Templates' folder
14.3.2. Invoice.master
14.4. Skin config file
14.5. Setting a page's masterpage
14.6. Menus
14.6.1. Product categories
14.6.2. General navigation
15. Responsive Interface / Mobile Support
15.1. Overview of the responsive approach
15.2. The Foundation framework
15.3. Designing a responsive skin
15.3.1. From scratch
15.3.2. Modifying an older Kartris skin to be responsive
15.3.3. Old IE support
16. Custom Development
16.1. The object config system
16.1.1. Adding settings
16.1.2. Reading settings
16.2. Custom product controls
16.2.1. When to use custom product controls
16.2.2. Creating custom product controls
16.2.3. Hooking up custom product controls
16.2.4. Further information
17. Localization
17.1. Languages and email setup
17.2. Language strings
17.2.1. Finding the appropriate string to edit
17.2.2. Editing language strings
17.2.3. Caching of language strings
17.3. Localizing skins
18. Payment Systems
18.1. Overview
18.1.1. Payment Gateway - Common Settings
18.1.1.1. Status
18.1.1.2. Process currency
18.1.1.3. Encrypting the settings file
18.1.2. Installing Further Payment Systems
18.2. 2Checkout
18.2.1. Setup within Kartris
18.2.2. Setup within 2Checkout
18.2.3. Currencies
18.3. AuthorizeNet AIM
18.3.1. Setup within Kartris
18.3.2. Setup within AuthorizeNet
18.4. AuthorizeNet SIM
18.4.1. Setup within Kartris
18.4.2. Setup within AuthorizeNet
18.5. Bitcoin
18.5.1. Basic overview
18.5.2. Pre-requisites to run Bitcoin support
18.5.3. Setting up the Bitcoin client
18.5.4. Set up within Kartris
18.5.5. Setting up the VBS - notifying Kartris of payment
18.5.6. Currency rates
18.5.7. Process from a customer perspective
18.5.8. Process from a store owner perspective
18.6. Docdata
18.6.1. Setup within Kartris
18.6.2. Setup within Docdata
18.6.3. Implementation and important setup info
18.7. GP Webpay
18.7.1. Setup within GP Webpay
18.7.2. Setup within Kartris
18.7.2.1. Further setup
18.7.3. Setup on IIS
18.8. Netbanx
18.8.1. Setup within Kartris
18.8.2. Setup within Netbanx
18.9. Ogone
18.10. PaymentSense
18.11. Paypal
18.11.1. Setup within Kartris
18.11.2. Setup within Paypal
18.11.3. Google Analytics
18.12. Paypoint (formerly SecPay)
18.13. PO - Offline Payment
18.13.1. AuthorizedOnly
18.14. Realex
18.14.1. Setup within Kartris
18.14.2. Setup within Realex
18.14.3. Custom response template
18.15. SagePay VSP Form
18.15.1. Setup within Kartris
18.15.2. Setup within SagePay
18.15.3. Common issues
18.15.3.1. The VendorTxCode has been used before
18.16. SagePay VSP Direct
18.16.1. Setup within Kartris
18.17. Secure Trading
18.17.1. Setup within Kartris
18.17.2. Setup within Secure Trading
18.18. WorldPay
18.18.1. Setup within Kartris
18.18.2. Setup within WorldPay
18.18.3. Templating the WorldPay response
19. Other Features
19.1. Support systems
19.1.1. Knowledgebase
19.1.1.1. Keywords
19.1.2. Support tickets
19.1.2.1. Why not use email?
19.1.2.2. Dealing with support
19.1.2.3. Statistics
19.2. Quickbooks integration
19.2.1. QuickBooks Web Connector
19.2.1.1. Installing the QBWC
19.2.2. SSL support
19.3. Stock notifications
19.3.1. Configuring your site for stock notifications
19.3.2. Technical implementation
19.4. Android and Windows push notifications
19.4.1. System requirements
19.4.2. Setting up push notifications within Kartris
19.4.3. Further information
19.4.4. Windows 8 app - watch orders
19.5. Postcode lookup
20. Kartris PowerPack
20.1. Installation
20.2. PowerPack Overview
20.3. Product Filters
20.3.1. Configuration
20.3.2. The Front End
20.4. Search Suggest
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