Page Contents

Configuring Settings

The Settings menu has the options to set up information related to store, attributes, account segment (only for B2B stores), segment, payment methods, and shipment methods.

To navigate to the Settings menu, in the left navigation panel, click Settings. The Quick Access page is displayed.

The Settings menu displays the following tabs:

Quick Access

Quick Access allows you to directly navigate to the required Settings pages.

To quickly navigate to the frequently used settings pages, click Settings, and then Quick Access:

  • Store, which displays STORE INFO tab to set up store information
  • Product Attributes, which displays the  Create Product Attribute page to add a new product attribute
  • Segment, which displays the Create Segment page to add a new segment
  • Payment, which display the Add Payment page to add a payment method
  • Payment Display Order, which the Display Order page to manage display order of the payment methods
  • Shipment, which display the Add Shipment page to add a shipment method
  • Shipment Display Order, which displays the Display Order page to manage display order of the shipment methods

Note: You can search for quick access functions using the Search text box.

Store

The Store setting allows you to configure the basic and advanced store information and the warehouse address of the store.

Manage STORE INFO Tab

In the Store Info tab, you can manage the following store details:

  • Store Name
  • TimeZone
  • Locales,
  • Shipping regions
  • Currencies
  • Status

To manage the basic store details,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. In the left navigation panel, click Settings.
  3. In the Settings menu, click Store. The store details are displayed.
  4. In the STORE INFO tab, enter or select the field details for the store.

    The following table describes the fields available in the STORE INFO tab:

    Field Description
    Business Type View the type of business. For example, B2B (Business-to-Business) or B2C (Business-to-Consumer).
    Upload Store Logo Drag and drop an image file to upload or browse from your computer to select files to upload.
    Store Name* View or modify the store name.
    Time Zone Select the time zone for the store. For example, (GMT+9.30) ACT
    Locales* Select the required locales. For example, United Arab Emirates Arabic (Ar_AE), United States English (en_US).

    Note: You can add one or more locales to the store.
    Ship To Regions* Select the required region(s), where the items can be shipped. For example, United States, and Argentina.

    Note: You can add one or more shipping regions to the store.
    Currencies* Select the required currencies accepted for the store. For example, United States Dollar (USD), United Arab Emirates Dirham (AED).

    Note: You can add one or more currencies to the store.
    Status Enable or disable this to make the store online or offline.
  5. Click the SAVE.
    A Confirmation pop-up appears:
  6. Click the SUBMIT button to save the changes made to the store.
    Note:

    • To discard the changes, click the Cancel.
    • You can update the store details only when the store is in offline status. Editing the store with the online status will through an error message.

Manage ADVANCED Tab

You can set up stock store details in the Advanced tab.

In the ADVANCED tab, you can set up the following:

  • enable or disable inventory check
  • include or exclude out of stock details
  • limit the total number of items in the cart
  • allow or prevent a guest user of the store to perform checkout in the storefront (applicable for B2C and B2B)
  • select the registration type (no registration, simple or advanced registration)
  • redirect post login to previous page, your account page, home page, or custom URL

To set up the store details in the ADVANCED tab,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. Click Store. The store details are displayed.
  4. Click the ADVANCED tab.
  5. Enter or select the required details.
    The following table describes the configurations to be set in the ADVANCED tab for the store:

    Field Description
    Inventory Enable Inventory Check: Enable this to display the status of inventory in the storefront’s product detailed page.

    Note: For information on defining the SKU variants, refer to Manage SKU section.
    Include Out of Stock: Enable this to include the products that are out-of-stock in PLP and PDP along with the available items to purchase. By default, this option is disabled.

    Note: This option is enabled only if you have enabled the above Inventory Check option.
    Cart Maximum items in Cart: Enter the value to set the maximum number of items that can be added in the customer’s cart.
    Storefront Allow Guest User: Enable this to allow a guest user to view the storefront. The Sign Up or Sign In page appears when you add item(s) to the cart.
    Allow Customer Deletion: Enable this option to allow the customer’s to delete the customer account data from the storefront’s profile page.

    Note:

    • The Delete Account option appears on the storefront page only if the Allow Customer Deletion option is enabled.
    • The customer account cannot be deleted if there are any subscriptions and pending orders.
    • Once the customer account is deleted the status is updated on the Customer’s page.
      For more information, refer to Managing Customers section.
    Store Preview: Enable this option to display the store key in the storefront’s URL.

    Note: The key that is configured for the store appears in the URL.
    Registration Type: Select any one of the following registration types to allow the guest user to create an account with the storefront:

    • No Registration: Registration form is disabled for the guest user in the storefront.
    • Simple Registration: Required attributes from Customer Attributes/Account Attributes are shown to the customer/buyer to complete the registration form while creating an account in the storefront.
    • Advanced Registration: All the attributes from Customer Attributes/Account Attributes are shown to the customer/buyer to complete the registration form while creating an account in the storefront.
    Post Login Redirection: Select the URL to display after login:

    • Previous page: This allows the user to view the earlier page before login.
    • Your account page: This allows the user to view the user account page.
    • Home page: This allows the user to view the home page.
    • Custom URL: This allows the user to view a custom configured URL by the merchant.

    Note: In case the customer is in the checkout page, after login the checkout page will be displayed.
    Storefront URL*: Enter the storefront URL to be associated with the Live button on the header which launches the storefront.

    Note: Ensure that you provide the URL in the given SEO-friendly format.
    Category URL Format: Enter the category URL. The entered URL is associated with the required domain to the preview icon of the category. You can enter the category URL format to be displayed on the storefront’s URL when you click on the preview icon against a category on the categories page. You can specify the required domain name in the given format.
    Note: Ensure that you provide the URL in an SEO-friendly the given format. Refer to Preview in PLP.
    Product URL Format: Enter the product URL. The entered URL is associated with the required domain to the preview icon of the product. You can enter the category URL format to be displayed on the storefront’s URL when you click on the preview icon against a product on the product page. You can specify the required domain name in the given format.
    Note: Ensure that you provide the URL in the given format. Refer to Preview in PDP.
  6. Click SAVE.
    A Confirmation pop-up appears:
  7. Click SUBMIT to save the changes made to the store.
    Note: To discard the changes, click the Cancel button.

WAREHOUSE ADDRESS Tab

You can add, view, or edit the warehouse address in the WAREHOUSE ADDRESS Tab. The configured warehouse address appears in the storefront when a product is returned by a customer.  For more information, refer to Return an Order.

Note: You can update the address if required.

Add a Warehouse Address

You can add a Warehouse address for the store.

To add a warehouse address,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Store. The store details are displayed.
  4. Click the WAREHOUSE ADDRESS tab to view the address.
  5. Click the Add an Address button.

    The Add an Address overlay is displayed.
  6. Enter the field details.
    The following table provides the field details for adding the Warehouse address.

    Field Description
    Company Name* The name of the warehouse company.
    Address Line 1*, 2, and 3 Enter the address lines as required.
    City* Enter the city.
    State* Enter the state location of the Warehouse.
    Country* Select the country from the drop-down list.
    Zipcode Enter the zip code for the location of the warehouse.

    Note:

    • The fields marked with asterisk *are mandatory.
    • To reset the fields, click CLEAR.
  7. Click ADD ADDRESS. The warehouse address is added.
Edit a Warehouse Address

You can edit the Warehouse address of the store using the Edit icon.

To edit a warehouse address,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Store. The store details are displayed.
  4. Click the WAREHOUSE ADDRESS tab to view the address.
  5. Click the edit icon. The Update an Address overlay is displayed.
  6. Edit the field details.
    Note: To reset the fields, click Clear.
  7. Click UPDATE ADDRESS. The warehouse address is updated.

Attributes

The Product Attributes, Product Attribute Group, Category Attributes, Account Attributes (only for a B2B store), and Customer Attributes related settings are managed in the Attributes tab. An attribute is a property that defines a product and its stock-keeping units (SKUs). You can configure attributes for a given locale for products, categories, accounts, and customers.

The Simba Admin console allows you to add Product Attributes, Product Attribute Group, Category Attributes, Customer Attributes, Account Attributes, and Buyer Attributes in the following two types:

  • Attributes imported via feed process: the default attributes that are fed as part of feed process, which is usually run after onboarding a merchant.
  • User created attributes: the attributes that are created by the users with the appropriate privileges.

Prerequisite

Before setting up Products and/or SKUs, you need to set up product attributes and group them within the product attributes group. The attributes from the Product Attribute Group are automatically associated with a product and/or SKU.

In the Attributes page, you can:

Search for Attributes

You can search for product attributes, product attribute group, category attributes, account attributes, and customer attributes using the Search text box under the respective tabs.

To search for attributes,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the left navigation panel, click Attributes.
  4. Navigate to one of the tabs in the Attributes page:

    • PRODUCT ATTRIBUTES tab
    • PRODUCT ATTRIBUTE GROUP tab
    • CATEGORY ATTRIBUTES tab
    • ACCOUNT ATTRIBUTES tab (only for B2B store)
    • CUSTOMER ATTRIBUTES tab (only for B2C store)
    • BUYER ATTRIBUTES tab (only for B2B store)
  5. In the Search text box, enter the search criteria.
    The search criteria fields for each of the tabs are displayed in the following table:

    Tab Search Criteria
    PRODUCT ATTRIBUTES You can search using Attribute ID, Attribute Name, Field Type, Level, Status, Filterable, Sortable, and Searchable. For more information on these fields, refer to field description table for Create Product Attributes.
    PRODUCT ATTRIBUTE GROUP You can search using Attribute Group and Order ID. For more information on these fields, refer to the field description table of Create Product Attribute Group.
    CATEGORY ATTRIBUTE You can search using Attribute ID, Attribute Name, and Status. For more information on these fields, refer to the field description table of Category Attributes.
    ACCOUNT ATTRIBUTE (applicable only for B2B) You can search using Attribute ID, Attribute Name, and Status. For more information on these fields, refer to the field description table of Account Attributes.
    CUSTOMER ATTRIBUTE You can search using Attribute ID, Attribute Name, Field Type, Status and Required. For more information on these fields, refer to field description table of Create Customer Attributes.
    BUYER ATTRIBUTE (applicable only for B2B) You can search using Attribute ID, Attribute Name, Field Type, Status and Required. For more information on these fields, refer to field description table of Create Buyer Attribute.
  6. Click the  Search icon. The search result is displayed.

Manage Product Attributes

Product attributes is nothing but properties that define a product. An attribute can be used for one or more products. For example, a merchant for a store that sells T-Shirts and Accessories might create the attribute for each product type:

  • Brand
  • Details

A merchant can manage the attributes for a given locale in the PRODUCT ATTRIBUTES page. You can create a product attribute ONLY to the default locale. However, while editing the product attribute, you can configure the attribute for the locale other than the default locale. The created attributes with ACTIVE status must be grouped within the product attributes group. Once grouped and sequenced, the product attributes appear in a product’s ATTRIBUTES tab in the same sequence.

In the Product Attributes section, you can:

View Product Attributes

You can view the list of attributes for a given locale in the PRODUCT ATTRIBUTES tab.

To view the product attributes for a given locale,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab displays the list of product attributes for the default locale.
  4. In the Product Attributes page, select the required locale from the drop-down list as highlighted below to view the list of locale-specific product attributes.

    Note: In the PRODUCT ATTRIBUTES tab, you can,

Create Product Attributes

You can create properties that define a product and/or SKU. You can create a product attribute ONLY to the default locale.

Note: The created attributes are automatically added to the respective product attribute groups. Refer to View Product Attribute Group and Edit Product Attribute Group.

To create product attribute,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.
  4. In the Attributes page, under PRODUCT ATTRIBUTES tab, click CREATE PRODUCT ATTRIBUTE button.

    Note    :     The CREATE PRODUCT ATTRIBUTE button is enabled only if the selected locale is the default locale of the store. For detailed information on defining the default locale and multiple locales for a store, refer to the Add a Store section.
    The Create Product Attribute pop-up is displayed.
  5. In the Create Product Attribute page, enter or select the field details.
    The following table provides the field description for the Create Product Attribute pop-up:

    Field Description
    Locale
    		 The Attribute Name is locale specific, that is, based on the locale selection. By default, the default locale mapped to the store appears. This field is non-editable. For detailed information on associating a default locale to the store, refer to Add a Store and Store Info Tab sections.
    Attribute Name* Enter the name of the attribute.
    Field Type* Select the field type from the drop-down list. For detailed information on the field type, refer to Attribute Field Type.
    Attribute Level Select one of the attribute levels:

    • Product: To create an attribute with the attribute level Product. The attributes with attribute level “Product” can be associated only with Products.
    • SKU: To create an attribute with the attribute level SKU. The attributes with attribute level “SKU” can be associated only with SKUs.
    • Variant: To create an attribute with the attribute level Variant. The attributes with attribute level “Variant” can be associated only with SKUs.
    • All: To create an attribute with the attribute level All.
    Status Disable this toggle to deactivate the product attribute. By default, it is enabled which indicates the product attribute status is active.
    Local Specific Enable this option if the product attribute is local specific.
    Filterable Enable this option to make the product attribute filterable. By default, the attribute is not filterable.
    Searchable Enable this option to make the product attribute searchable. By default, the attribute is not searchable.
    Sortable Enable this option to make the product attribute sortable. By default, the attribute is not sortable.
    Required
    		 Enable this toggle to make this product attribute as mandatory. By default, it is disabled which indicates that this product attribute is optional.

    Note: Fields marked with * are mandatory.

  6. Click CREATE ATTRIBUTE. The product attribute is created. For example,

Edit Product Attributes

You can edit a product attribute for the default or selected locale in the Edit Product Attribute pop-up.

Note: You cannot modify the attributes that are mapped with a product and/or SKU.

To edit a product attribute for the default or selected locale,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab in the Attributes page displays the product attributes.
  4. Click the More Details icon against the required attribute.
    Note: Alternatively, click on the required Attribute ID or Attribute Name.

    The Edit Product Attribute pop-up displays.
  5. In the Edit Product Attribute page, perform any of the following:

    • To update the existing attribute values for the default locale
      1. Edit the following fields as required
        The following table provides the field description for editing a product attribute:

        Field Description
        Attribute ID View the attribute ID. The attribute ID is auto generated and non-editable.

        Note: The attribute name is used as attribute ID without the space and special characters.
        Attribute Name* Edit the name of the attribute.
        Field Type* Edit the field type for the attribute. For detailed information on the field type, refer to Attribute Field Type.
        Attribute Level Edit the attribute level for the product attribute.
        Status Edit the status of the User created attribute.

        Note: The status field is non-editable for the product attributes that are created through the feed process.
        Local Specific Edit the local specific selection for the product attribute.
        Filterable Edit the filterable option for the product attribute.
        Searchable Edit the searchable option for the product attribute.
        Sortable Edit the sortable option for the product attribute.
        Required Edit the required option for the product attribute.

        Note: Fields marked with * are mandatory.

      2. Click UPDATE ATTRIBUTE. The product attribute is updated.
        Note: If the attribute is already mapped with Product & SKU, then the Attribute Level and Locale Specific are not editable.
    • To update the existing attribute values for the locales other than the default locale
      1. In the locale field, click the drop-down and select the required locale.

      2. Uncheck the Use default attribute value option and enter the name of the attribute.
      3. Click UPDATE ATTRIBUTE. The attribute is created with the same values for different locale.
        Note:

        • Only the Attribute Name field is editable when you update the attribute other than the default locale.
        • You can also create the attribute with the same attribute name and values for different locale without unchecking the Use default attribute value option.

Delete Product Attributes

The Simba Admin console allows you to delete ONLY the product attributes that are created via the CREATE PRODUCT ATTRIBUTE option in the product attribute list page.

Note: You cannot delete the product attributes that are,

  • created through the feed process
  • mapped with a product and/or SKU. See Product ATTRIBUTES tab.

To delete a product attribute,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab displays the list of product attributes.
  4. In the Product Attributes list page, perform one of the following:
    • To directly delete the attribute,
      • Click on the  icon against the required attribute.
        Note: The delete icon appears ONLY against the product attributes that are created via the Create Product Attribute option.
    • To delete the attribute from the Edit Product Attribute page,
      • Click the More Details icon against the required attribute.
        Note: Alternatively, click on the required Attribute ID or Attribute Name.
      • In the selected Edit Product Attribute page, click the icon and select Delete Attribute.

        Note: The   icon appears only for the attributes that are created by the user.
  5. In the confirmation dialog box, click YES. The product attribute is deleted successfully.

    Note:

    • To ignore deleting the attribute, click NO.
    • You can view the notification pop-up if the attribute is already mapped with the Product and/or SKU.
    • You cannot delete the product attribute it is either active and/or mapped with a product and/or SKU.

Attribute Field Type

With Simba Admin console, a merchant can configure the input field type for an attribute. Based on the input field type, it is determined the type of data that is added to the attribute. The values for the input field types are defined in the products’ ATTRIBUTES tab. These attributes and the defined values are displayed for the product in the product detailed page of the storefront.

A merchant can associate any one field type for an attribute:

Based on the selected Field Type, the validation type details are displayed.
The following table provides the field description for the attribute field types.

Field Type Description
Boolean To provide one of two possible values for the attribute.
Date To define the date for the attribute
Decimal To include exact numeric values for the attribute. It represents the number of digits after the decimal point. It allows the user to specify the minimum to maximum decimal value and/or define maximum decimal length value.
List To provide a list of values to select from. It allows the user to define predefined values and select any one value when mapped with Product or SKU.

To add list item,

  1. In the List Item field, enter the list item to be added with product or SKU.
  2. Click the Add Items button to add more than one list item.

Note:

  • Click the Delete icon to remove the added list item.
  • It is mandatory to add minimum one list item if the List field type is selected.
Multiple List To include multiple list values. It allows the user to define predefined values and allows to select multiple values when mapped with Product or SKU.

To add multiple list item,

  1. In the Multiple List Item field, enter the multiple list item to be added with product or SKU.
  2. Click the Add Items button to add more than one multiple list item.

Note:

  • Click the Delete icon to remove the added list item.
  • It is mandatory to add minimum one list item if the Multiple List field type is selected.
Number To include number values. It is a 64-bit two complement integer. Specify the minimum to maximum number for validation.
String To include string values. It represents a word or sequence of characters. In the Validation Type, specify the minimum to maximum string characters for Products/SKUs.

Manage Product Attribute Group

Once you create product attributes with the ACTIVE status in the PRODUCT ATTRIBUTE page, you need to group them as per your business requirement in the Product Attribute Group tab. For example, a merchant for a store that sells T-Shirts and Accessories might create an attribute group for each product type:

  • T-Shirt – Attribute Group
    • Brand Name
    • Fabric Type
    • Care
  • Accessories – Attribute Group
    • Color
    • Size

Note: The attribute groups such as Tax, Handling, and Other Attributes are predefined attribute groups within which the relevant attributes can be grouped.

In this section, you can,

View Product Attribute Group

You can view the list of product attribute group and the number of attributes added for each attribute group in the PRODUCT ATTRIBUTE GROUP tab.

To view the product attribute group,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab displays the product attributes for the default locale.
  4. Click the PRODUCT ATTRIBUTE GROUP tab.
  5. In the PRODUCT ATTRIBUTE GROUP tab, view the list of product attribute groups.
  6. Click on the required attribute group to view the list of attributes available for the attribute group.
    Note: In the PRODUCT ATTRIBUTE GROUP tab, you can,

Create Product Attribute Group

You can create the list of product attribute group in the PRODUCT ATTRIBUTE GROUP tab.

Note: The attributes that are created in product attributes tab is automatically added to the respective attribute groups.

To create a product attribute group,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.
  4. In the Attributes page, under the Product Attribute Group tab, click CREATE PRODUCT ATTRIBUTE GROUP button.

    Note    : The default product attribute groups that are created through the feed process are displayed.
    The Create Product Attribute Group pop-up is displayed.
  5. In the Create Product Attribute Group page, enter the field details.
    The following table provides the field description for creating a Product Attribute Group:

    Field Description
    Attribute group name* Enter the name of the product attribute group.
    Attributes* Select one or more attributes from the drop-down list:

    For example, select Fit& Style, type, and Neckline from the Attributes list. The selected attributes will appear under the created product attribute group.
    Note: You can search for attributes using the Search text box.
  6. Click CREATE ATTRIBUTE GROUP. The product attribute group is created. For example,

    Note: The attribute groups “Product Additional, Tax, Handling, and Other Attributes” are the default attribute groups which are create automatically.

    • Tax related attributes are grouped within the TAX attribute group.
    • Cost of handling attributes are grouped within the Handling attribute group.
    • Additional attributes are grouped within the Product Additional group.
    • Attributes that are not associated with any other group is grouped within the Other Attributes

Edit a Product Attribute Group

You can add attributes, remove attributes, or change the attributes sequence in the Edit Product Attribute Group pop-up.

To edit a product attribute group,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab displays the list of product attributes.
  4. Click the PRODUCT ATTRIBUTE GROUP tab.

    The list of product attribute group is displayed.
  5. Click the More Details icon against the required attribute group.

    Note: Alternatively, click on the required attribute group
    The Edit Product Attribute Group pop-up is displayed.
  6. Edit the details as required.
    The following table provides the field description for editing a product attribute group:

    Field Description
    Attribute group name* View the attribute group name. The attribute group name is non-editable.
    Attributes* Select or deselect the attributes from the drop-down list:

    For example, select Fit& Style, type, and Neckline from the Attributes list. The selected attributes appears under the created product attribute group.

    Note: As a merchant, you can,

    Search for attributes using the Search text box.

    Change the sequence by dragging and dropping the attribute in the required place.

    Click  icon to remove attributes that are not required in the product attribute group.
  7. Click UPDATE ATTRIBUTE GROUP. The product attribute group is updated.
    Note: To ignore the changes, click the Cancel button.

Delete Product Attribute Group

The Simba Admin console allows you to delete ONLY the product attribute groups that are created via the CREATE PRODUCT ATTRIBUTE GROUP option in the product attribute group list page.

Note: You cannot delete the product attribute group that are,

To delete a product attribute group,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab displays the list of product attributes.
  4. Click the PRODUCT ATTRIBUTE GROUP tab. The list of product attribute group is displayed.
  5. In the Product Attribute Group page, perform one of the following:
    • To directly delete the attribute,
      • Click on the  icon against the required attribute.
        Note: The delete icon appears ONLY against the product attribute groups that are created via the Create Product Attribute Group option.
    • To delete the attribute from the Edit Product Group page,
      • Click the  More Details icon against the required attribute.
        Note: Alternatively, click on the required Attribute Group.
      • In the selected Edit Product Attribute Group page, click the   icon and select Delete Attribute.
        Note: The   icon appears only for the attribute groups that are created by the user
  6. In the confirmation dialog box, click YES. The product attribute group is deleted successfully.

    Note:

    • To ignore deleting the attribute, click NO.
    • You can view the notification pop-up if the attribute group is already mapped with a product and/or SKU.
    • You cannot delete the product attribute group if it is either active and/or mapped with a product and/or SKU.

Scenarios

Let us see how to create different product variations using product attributes.

Example 1: A refrigerator may exist in several colors, patterns, sizes etc. Here, we need to create a product “Refrigerator” with multiple attributes: Color, Brand, Model, Form Factor, Pattern, and Description. You also may want to group these attributes together, say “Product Specifications”. The added attributes can be used for the other products partially or fully that have the same attributes but with different values. For example, Washing Machine and Air Cooler are different product types. The product attributes can be same for both the products, but values are different as these products cater to different needs.

Now, let us see how to create product attributes and then group them together.

In the Simba Admin console, a merchant must:

  1. First, create these product attributes Color, Brand, Model, Form Factor, Pattern, and Description one-by-one:
    For detailed information on creating a product attribute, refer to Create Product Attributes.
  2. Then, create the product group “Product Specifications” and associate the above created product attributes.

    For detailed information on creating a product attribute group, refer to Create Product Attribute Group.
  3. Add the product specifications in the product “Refrigerator”.

    For detailed information on creating a product and associating attribute group to it, refer to Create Product.

Example 2: Let us consider the product “Air Cooler” with multiple attributes: Color, Brand, Model, Item Dimensions, Pattern, Wattage, and Description. In this case, you can create a new attribute group “Product Details for Air Cooler” and include the existing attributes (Color, Brand, Model, Pattern, and Description) and new attributes (Item Dimensions, and wattage) and associate it to this product.

An air cooler may exist in several colors, patterns, sizes etc. Here, we need to create a product “Air Cooler” with multiple attributes: Color, Brand, Model, Form Factor, Pattern, and Description.

Here you also may want to group these attributes together, say “Product Details for Air Cooler”. Note: You need to create a new product attribute group since the Washing Machine and Air Cooler have different attribute values.

Now, let us see how to create product attributes and then group them together.

In the Simba Admin console, a merchant must:

  1. First, create these product attributes Color, Brand, Model, Form Factor, Pattern, and Description one-by-one:

    For detailed information on creating a product attribute, refer to Create Product Attributes.
  2. Then, create the product group “Product Details for Air Cooler”.

    For detailed information on creating a product attribute group, refer to Create Product Attribute Group.
  3. Associate the above created product attribute group to the product “Air Cooler”.

    For detailed information on creating a product and associating attribute group to it, refer to Create Product.

Example 3: Handling Charges

For some products, handling charges are added to the delivery costs. In general, the Handling Charges field in the product’s Attributes tab is intended to add packaging costs for very fragile products.

  1. The following default attributes are available in the product attributes page,
    • Cost of Handling(Ex.vat) for 1st Unit
    • Cost of Handling(Ex.vat) for further Units

      For detailed information on creating a product attribute, refer to Create Product Attributes.
  2. The above attributes are automatically grouped within the Product Attribute Group “Handling”.

    For detailed information on creating a product attribute group, refer to Create Product Attribute Group.
  3. Navigate to the products page and define the handling charges. For example, let us define the handling charges for the product, “Tennis World Tour 2” as 750.
    Note: The default product attribute group is by default associated to all the products.

    For detailed information on creating a product and associating attribute group to it, refer to Create Product.
  4. View the handling charges applied for the product in the Cart page.

    • Cost of handling (Ex VAT) for first unit – Handling cost entered for a product is added in the checkout page of the storefront when a user buys a single quantity or first quantity.
    • Cost of handing (Ex VAT) for further units – Handling cost entered is added to the cart in the storefront when the quantity of the product/SKU is more than one.
      Note: The handling cost added at the product level is inherited to the SKUs associated with the product.

      • If the Advanced Tax App is installed and based on the selected Tax Engine (that is Simple Tax), a tax is applied on the handling cost which appears in the Storefront.
      • In case if, Advanced Tax App is NOT installed, then the VAT rate specified by the merchant in the product is applied on the handling cost. The added cost will be visible in the checkout screen of the storefront.
    • Examples of handling charge calculations are as follows:
      • Cost of handling (Ex VAT) for first unit: 10
      • Cost of handling (Ex VAT) for further unit: 5
        If the user purchases 5 quantities, then the handling cost as “Cost of handling (Ex, VAT) for first unit + Cost of handling (Ex VAT) for further unit * remaining unit count” is calculated. that is, (10*1)+ (5*4) = 30 (Ex VAT)

Manage Category Attributes

A merchant can manage the category attributes for a given locale in the CATEGORY ATTRIBUTE page. A category attribute is created for a group of similar or related products which can be associated to the categories in the Category Additional Tab.  You can create a category attribute ONLY to the default locale. However, while editing the category attribute, you can configure the attribute for the locale other than the default locale.

As a merchant, first, you need to create category attributes, these attributes are automatically associated to the respective pages. Second, you need to navigate to the respective pages and define the values for the attributes.

In this section, you can:

View Category Attributes

You can view the list of category attributes for a given locale in the CATEGORY ATTRIBUTES tab.

To view the category attribute for a given locale,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab displays the product attributes for the default locale.
  4. Click the CATEGORY ATTRIBUTES tab. The Category Attributes tab displays the category attributes for the default locale.
  5. In the Category Attributes page, select the required locale from the drop-down list as highlighted below to view the list of locale-specific category attributes.

    Note: In the Category Attributes page, you can,

Create Category Attributes

You can create category attributes using the CREATE CATEGORY ATTRIBUTE button. You can create a category attribute ONLY to the default locale.

To create a category attribute,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab displays the list of product attributes.
  4. In the Attributes page, under CATEGORY ATTRIBUTE tab, click CREATE CATEGORY ATTRIBUTE button.

    Note: The CREATE CATEGORY ATTRIBUTE button is enabled only if the selected locale is the default locale of the store. For detailed information on defining the default locale and multiple locales for a store, refer to Add a Store section.
    The Create Category Attribute pop-up is displayed.
  5. Enter or select the field details.
    The following table provides the field description for creating a Category Attribute:

    Field Description
    Locale
    		 The Attribute name is locale specific, that is, based on the locale selection. By default, the default locale mapped to the store appears. This field is non-editable. For detailed information on associating a default locale to the store, refer to Add a Store and Store Info Tab sections.
    Attribute Name* Enter the name of the attribute.
    Status Disable this toggle to deactivate the category attribute. By default, it is enabled which indicates the category attribute is active status.

    Note: Field marked with * is mandatory.

  6. Click CREATE CATEGORY ATTRIBUTE. The category attribute is created. For example,

Edit Category Attributes

You can edit the category attribute for the default or selected locale in the Edit Category Attribute pop-up.

Note: You cannot modify the category attribute if it is already mapped with a category.

To edit a category attribute,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab displays the list of product attributes.
  4. Click the CATEGORY ATTRIBUTES tab. The list of category attributes is displayed.
  5. Click the More Details icon against the required attribute.
    Note: Alternatively click on the required attribute.

    Note: Alternatively, click on the required category attribute.
    The Edit Category Attribute pop-up is displayed.
  6. In the Edit Category Attribute page, perform any of the following:
    • To update the existing attribute values for the default locale
      1. Edit the following fields as required.
        The following table provides the field description for edit a category attribute:

        Field Description
        Attribute ID View the attribute ID. The attribute ID is auto generated and non-editable.

        Note: The attribute name is used as attribute ID without the space and special characters.
        Attribute Name* Edit the name of the attribute.
        Status Enable or disable this toggle as required.

        Note: The status field is non-editable for the category attributes that are created through the feed process.

        Note: Fields marked with * are mandatory.

      2. Click UPDATE CATEGORY ATTRIBUTE. The category attribute is updated.
    • To update the existing attribute values for the locales other than the default locale
      1. In the locale field, click the drop-down and select the required locale.
      2. Uncheck the Use default attribute value option and enter the name of the attribute.
      3. Click UPDATE CATEGORY ATTRIBUTE. The attribute is created with the same values for different locale.
        Note:

        • Only the Attribute Name field is editable when you update the attribute other than the default.
        • You can also create the attribute with the same attribute name and values for different locale without unchecking the Use default attribute value option.

Delete Category Attributes

The Simba Admin console allows you to delete ONLY the category attributes that are created via CREATE CATEGORY ATTRIBUTES option in the category attribute list page.

Note: You cannot delete the category attributes if it is already mapped with a category

  • created through the feed process
  • mapped with a category; see Category

To delete a category attribute,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab displays the list of product attributes.
  4. Click the CATEGORY ATTRIBUTES button. The list of category attributes is displayed.
  5. In the Category Attributes list page, perform one of the following:
    • To directly delete the attribute,
      • Click on the  icon against the required attribute.
        Note: The delete icon appears ONLY against the category attributes that are created via the Create Category Attribute option.
    • To delete the attribute from the Edit Category Attribute page,
      • Click the  icon More Details icon against the required attribute.
        Note: Alternatively, click on the required Attribute ID or Attribute Name.
      • In the selected Edit Category Attribute page, click the  icon and select Delete Attribute.

        Note: The   icon appears only for the attributes that are created by the user.
  6. In the confirmation dialog box, click YES. The category attribute is deleted successfully.

    Note:

    • To ignore deleting the attribute, click NO.
    • You cannot delete the category attribute if it is either active and/or mapped with a category.

Manage Account Attributes (Only for B2B)

A merchant can manage the account attributes for a given locale in the ACCOUNT ATTRIBUTES page. The properties that define an account appears in the storefront. For example, activation date, business category, secondary contact email ID, etc. The added account attribute appears in the GENERAL tab of Accounts. See Managing Accounts.

As a merchant, you can create an account attribute ONLY to the default locale. However, while editing the account attribute, you can configure the attribute for the locale other than the default locale. First, you need to create account attributes, these attributes are automatically associated to the respective pages. Second, you need to navigate to the respective pages and define the values for the attributes.

In the Account Attributes section, you can:

View Account Attributes

You can view the list of account attributes for a given locale in the ACCOUNT ATTRIBUTES tab.

To view the account attributes for a given locale,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab displays the product attributes for the default locale.
  4. Click the Account Attributes tab.

    The Account Attributes page displays the account attributes for the default locale.
  5. In the Account Attributes page, select the required locale from the drop-down list as highlighted below to view the list of locale-specific account attributes.

    Note: In the Account Attributes page, you can,

Create Account Attributes

You can create properties that define a business account. You can create an account attribute ONLY to the default locale.

To create an account attribute,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab displays the product attributes for the default locale.
  4. Click the ACCOUNT ATTRIBUTES tab.
  5. In the Attributes page, under the ACCOUNT ATTRIBUTES tab, click CREATE ACCOUNT ATTRIBUTE button.

    Note: The CREATE ACCOUNT ATTRIBUTE button is enabled only if the selected locale is the default locale of the store. For detailed information on defining the default locale and multiple locales for a store, refer to Add a Store section.
    The Create Account Attribute pop-up is displayed.
  6. In the Create Account Attribute page, enter or select the field details.
    The following table provides the field description for the Create Account Attribute pop-up:

    Field Description
    Locale The Attribute name is locale specific, that is, based on the locale selection. By default, the default locale mapped to the store appears. This field is non-editable. For detailed information on associating a default locale to the store, refer to Add a Store and Store Info Tab sections.
    Attribute Name* Enter the name of the attribute.
    Field Type* Click the drop-down and select the required field type.

    For detailed information on the field type, refer to Attribute Field Type.
    Status Disable this toggle to deactivate the account attribute. By default, it is enabled which indicates the account attribute is active status.
    Required Enable the toggle to make the account attribute as mandatory. By default, it is disabled which indicates that the account attribute is optional.
    Visible Enable the toggle to make the account attribute visible to the buyers on the storefront.

    Note: By default, it is disabled which indicates that the account attribute is not visible to buyer.
    Attribute Group Click the drop-down and select one or more attribute group.

    The account attribute is associated to the selected attribute group. The listed attribute(s) are pre-defined set of groups obtained from the seed data.

    • Registration: Check this option if you need to add this attribute in the registration form during account registration.
    • Account Profile: Check this option if you need to display this attribute on the account profile page, so that the user can update the details later.
      Note: In the Search text box, enter the search criteria to quickly select the required attribute group.

    Note: Fields marked with * are mandatory.

  7. Click CREATE ACCOUNT ATTRIBUTE. The account attribute is created. For example,

Edit Account Attributes

You can edit an account attribute for the default or selected locale in the Edit Account Attribute pop-up.

To edit the account attribute for the default or selected locale,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab in the Attributes page displays the product attributes.
  4. Click the ACCOUNT ATTRIBUTES tab.

    The list of account attributes is displayed.
  5. Click the More Details icon against the required attribute.
    Note: Alternatively, click on the required Attribute ID or Attribute Name

    The Edit Account Attribute pop-up is displayed.
  6. The Edit Account Attribute page, perform any of the following:
    • To update the existing attribute values for the default locale
      1. Edit the following fields as required.
        The following table provides the field description for editing an account attribute:

        Field Description
        Attribute ID View the attribute ID. The attribute ID is auto generated and non-editable.

        Note: The attribute name is used as attribute ID without the space and special characters.
        Attribute Name* Edit the name of the attribute.
        Field Type* View the field type. The field type is non-editable.
        Status Enable or disable this toggle as required.

        Note: The status field is non-editable for the account attributes that are created through the feed process..
        Required Enable or disable this toggle as required.
        Visible Enable or disable this toggle as required.
        Attribute Group Click the drop-down and update the attribute group.

        Note: Fields marked with * are mandatory.

      2. Click SAVE. The account attribute is updated.
    • To update the existing attribute values for the locales other than the default locale
      1. In the locale field, click the drop-down and select the required locale.
      2. Uncheck the Use default attribute value option and enter the name of the attribute.
      3. Click UPDATE ACCOUNT ATTRIBUTE. The attribute is created with the same values for different locale.
        Note:

        • Only the Attribute Name field is editable when you update the attribute other than the default value option.
        • You can also create the attribute with the same attribute name and values for different locale without unchecking the Use default attribute value option.

Delete Account Attributes

The Simba Admin console allows you to delete ONLY the account attributes that are created via the CREATE ACCOUNT ATTRIBUTES option in the account attribute list page.

Note: You cannot delete the account attributes that are created through the feed process

To delete the account attribute,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab displays the list of product attributes.
  4. Click the ACCOUNT ATTRIBUTES tab.

    The list of account attributes is displayed.
  5. In the Account Attributes list page, perform one of the following:
    • To directly delete the attribute,
      • Click on the  icon against the required attribute.
        Note: The delete icon appears ONLY against the account attributes that are created via the Create Account Attribute option.
    • To delete the attribute from the Edit Account Attribute page,
      • Click the  More Details icon against the required attribute.
        Note: Alternatively, click on the required Attribute ID or Attribute Name.
      • In the selected Edit Account Attribute page, click the  icon and select Delete Attribute.

        Note: The  icon appears only for the attributes that are created by the user.
  6. In the confirmation dialog box, click YES. The account attribute is deleted successfully.

    Note:

    • To ignore deleting the attribute, click NO.
    • You cannot delete an account attribute is it is either in active and/or mapped at the account level.

Manage Customer Attributes (Only for B2C)

A merchant can manage the customer attributes for a given locale in the CUSTOMER ATTRIBUTES page. You can create a customer attribute ONLY to the default locale. The created customer attribute is automatically associated with the customers. However, while editing the customer attribute, you can configure the attribute for the locale other than the default locale.

As a merchant, first you need to create customer attributes, these attributes are automatically associated to the respective pages. Second you need to navigate to the respective pages and define the values for the attributes.

In this section, you can:

View Customer Attributes

You can view the list of customer attributes for a given locale in the CUSTOMER ATTRIBUTES tab.

To view the customer attributes for a given locale,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab displays the product attributes for the default locale.
  4. Click the CUSTOMER ATTRIBUTES tab.

    The CUSTOMER ATTRIBUTES tab displays the list of category attributes for the default locale.
  5. In the CUSTOMER Attributes page, select the required locale from the drop-down list as highlighted below to view the list of locale-specific customer attributes.

    Note: In the CUSTOMER Attributes page, you can,

Create Customer Attributes

You can create a customer attribute ONLY to the default locale using the CREATE CUSTOMER ATTRIBUTE button.

To create a customer attribute,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab displays the product attributes for the default locale.
  4. In the CUSTOMER ATTRIBUTES tab, click Create Customer Attribute button.

    Note: The Create Customer Attribute button is enabled only if the selected locale is the default locale of the store. For detailed information on defining the default locale and multiple locales for a store, refer to Add a Store and STORE INFO sections.
    The Create Customer Attribute pop-up is displayed.
  5. Enter or select the field details.
    The following table provides the field description for creating a Customer Attribute:

    Field Description
    Locale The Attribute name is locale specific, that is, based on the locale selection. By default, the default locale mapped to the store appears. This field is non-editable. For detailed information on associating a default locale to the store, refer to Add a Store and Store Info Tab sections.
    Attribute Name* Enter the name of the attribute.
    Field Type*
    		 Click the drop-down and select the required field type. For detailed information on the field type, refer to Attribute Field Type.
    Status Disable this toggle to deactivate the product attribute. By default, it is enabled which indicates the product attribute is active status.
    Required Enable this toggle to make the customer attribute as mandatory. By default, it is disabled which indicates that the customer attribute is optional. The mandatory attribute appears as the customized information for all customers in the Profile tab of the customer page.
    Visible Enable this toggle to make this attribute visible to the customer on the storefront page.

    Note: By default, it is disabled which indicates that the customer attribute is not visible to buyer.
    Attribute Group This field is enabled only if the Visible option is enabled. Click the drop-down and select one or more attribute group.

    The customer attribute is associated to the selected attribute group. The listed attribute(s) are pre-defined set of groups obtained from the seed data.
    Note: In the Search text box, enter the search criteria to quickly select the required attribute group.

    • Registration: Check this option if you need to add this attribute in the registration form during account registration.
    • Account Profile: Check this option if you need to display this attribute on the account profile page, so that the user can update the details later.

    Note: Fields marked with * are mandatory.

  6. Click CREATE CUSTOMER ATTRIBUTE. The customer attribute is created. For example,

    The created customer attribute(s) appear in the storefront as follows:

    • Create Account page in the storefront

    • Account Overview page in the storefront

Edit Customer Attributes

You can edit the customer attribute for the default or selected locale in the Edit Customer Attribute pop-up.

To edit a customer attribute for the default or selected locale,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab displays the product attributes for the default locale.
  4. Click the CUSTOMER ATTRIBUTES tab.

    The list of customer attributes is displayed.
  5. Click the More Details icon against the required attribute.
    Note: Alternatively, click on the required Attribute ID or Attribute Name.
  6. In the Customer Attribute Edit page, perform any of the following:
    • To update the existing attribute values for the default locale
      1. Edit the following fields as required.
        The following table provides the field description for edit a category attribute:

        Field Description
        Attribute ID View the attribute ID. The attribute ID is auto generated and non-editable.

        Note: The attribute name is used as attribute ID without the space and special characters.
        Attribute Name* Edit the name of the attribute.
        Field Type* View the field type. The field type is non-editable.
        Status Enable or disable this toggle as required.

        Note: The status field is non-editable for the account attributes that are created through the feed process.
        Required Enable or disable this toggle as required.
        Visible Enable or disable this toggle as required.
        Attribute Group Click the drop-down and update the attribute group.

        Note: Fields marked with * are mandatory.

      2. Click SAVE.
    • To update the existing attribute values for the locales other than the default locale
      1. In the locale field, click the drop-down and select the required locale.
      2. Uncheck the Use default attribute value option and enter the name of the attribute.
      3. Click UPDATE CUSTOMER ATTRIBUTE. The attribute is created with the same values for different locale.
        Note:

        • Only the Attribute Name field is editable when you update the attribute other than the default.
        • You can also create the attribute with the same attribute name and values for different locale without unchecking the Use default attribute value option.

Delete Customer Attributes

The Simba Admin console allows you to delete ONLY the customer attributes that are created via the CREATE CUSTOMER ATTRIBUTES option in the customer attribute list page.

Note: You can delete ONLY the customer attributes that are inactive.

To delete the customer attribute,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab displays the list of product attributes.
  4. Click the CUSTOMER ATTRIBUTES tab.

    The list of customer attributes is displayed.
  5. In the Customer Attributes list page, perform one of the following:
    • To directly delete the attribute,
      • Click on the  icon against the required attribute.
        Note: The delete icon appears ONLY against the customer attributes that are created via the Create Customer Attribute option.
    • To delete the attribute from the Edit Customer Attribute page,
      • click on the More Details icon against the required attribute.
        Note: Alternatively, click on the required Attribute ID or Attribute Name.
      • In the selected Edit Customer Attribute page, click the  icon and select Delete Attribute.

        Note: The   icon appears only for the attributes that are created by the user.
  6. In the confirmation dialog box, click YES. The customer attribute is deleted successfully.

    Note:

    • To ignore deleting the attribute, click NO.
    • You cannot delete the customer attribute if it is either active and/or mapped with the customer’s profile details and login page.

Manage Buyer Attributes (Only for B2B)

A merchant can manage the buyer attributes for a given locale in the BUYER ATTRIBUTES page. The created buyer attribute is automatically associated with the buyers. You can create a buyer attribute ONLY to the default locale. However, while editing the buyer attribute, you can configure the attribute for the locale other than the default locale.

 As a merchant, first, you need to create buyer attributes, these attributes are automatically associated with the respective pages. Second, you need to navigate to the respective pages and define the values for the attributes.

In this section, you can:

View Buyer Attributes

You can view the list of buyer attributes in the BUYER ATTRIBUTES tab.

To view the buyer attributes,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab displays the product attributes for the default locale.
  4. Click the BUYER ATTRIBUTES tab. The Buyer Attributes page appears.
  5. In the BUYER Attributes page, select the required locale from the drop-down list as highlighted below to view the list of locale-specific buyer attributes.
    Note: In the BUYER Attributes page, you can,

Create Buyer Attributes

You can create buyer attributes using the CREATE BUYER ATTRIBUTE button.

To create a buyer attribute,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab displays the product attributes for the default locale.
  4. Click the BUYER ATTRIBUTES tab.
  5. In the BUYER ATTRIBUTES tab, click the CREATE BUYER ATTRIBUTE.

    Note: The CREATE BUYER ATTRIBUTE button is enabled only if the selected locale is the default locale of the store. For detailed information on defining the default locale and multiple locales for a store, refer to Add a Store section.
    The Create Buyer Attribute pop-up is displayed.
  6. Enter or select the field details.
    The following table provides the field description for creating a Buyer Attribute:

    Field Description
    Attribute Name* Enter the name of the attribute.
    Field Type* Edit the field type for the attribute. For detailed information on the field type, refer to Attribute Field Type.
    Status Disable this toggle to deactivate the buyer attribute. By default, it is enabled which indicates the buyer attribute is in active status.
    Required Enable this toggle to make the buyer attribute as mandatory. By default, it is disabled which indicates that the buyer attribute is optional. The mandatory attribute appears as the customized information for all buyers in the Profile tab of the buyer page.
    Visible Enable this toggle to make this attribute visible to the buyer on the storefront registration and/or Account Profile pages.

    By default, it is disabled which indicates that the buyer attribute is not visible to buyer.
    Attribute Group This field is enabled ONLY if the Visible option is enabled. Click the drop-down and select one or more attribute group.

    The buyer attribute is associated to the selected attribute group. The listed attribute(s) are pre-defined set of groups obtained from the seed data.
    Note: In the Search text box, enter the search criteria to quickly select the required attribute group.

    • Registration: Check this option if you need to add this attribute in the registration form during account registration.
    • Account Profile: Check this option if you need to display this attribute on the account profile page, so that the user can update the details later.

    Note: Fields marked with * are mandatory.

  7. Click CREATE BUYER ATTRIBUTE. The buyer attribute is created.

Edit Buyer Attributes

You can edit the buyer attribute for the default or selected locale in the Edit Buyer Attribute pop-up.

To edit a buyer attribute for the default or selected locale,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab displays the product attributes for the default locale.
  4. Click the BUYER ATTRIBUTES tab.

    The list of buyer attributes is displayed.
  5. Click the http://duseqpxtuo98y.cloudfront.net/guide-simbaadmin/prod_attri_delete_confirm.png More Details icon against the required attribute.
    Note: Alternatively, click on the required Attribute ID or Attribute Name.
  6. In the Buyer Attribute Edit page, perform any of the following:
    • To update the exiting attribute values for the default locale
      1. Edit the fields as required.
        The following table provides the field description for edit a category attribute:

        Field Description
        Attribute ID View the attribute ID. The attribute ID is auto generated and non-editable.

        Note: The attribute name is used as attribute ID without the space and special characters.
        Attribute Name* Edit the name of the attribute.
        Field Type* View the field type. The field type is non-editable.
        Status Enable or disable this toggle as required.

        Note: The status field is non-editable for the account attributes that are created through the feed process.
        Required Enable or disable this toggle as required.
        Visible Enable or disable this toggle as required.
        Attribute Group Click the drop-down and update the attribute group.

        Note: Fields marked with * are mandatory.

      2. Click SAVE. The buyer attribute is updated.
    • To update the exiting attribute values for the locales other than the default locale
      • In the locale field, click the drop-down and select the required locale.
      • Uncheck the Use default attribute value option and enter the name of the attribute.
      • Click UPDATE BUYER ATTRIBUTE. The attribute is created with the same values for different locale.

Note:

  • Only the Attribute Name field is editable when you clone the attribute for different locale.
  • You can also create the attribute with the same attribute name and values for different locale without unchecking the Use default attribute value option.

Delete Buyer Attributes

The Simba Admin console allows you to delete ONLY the buyer attributes that are created via the CREATE BUYER ATTRIBUTES option in the buyer attribute list page.

Note: You can delete ONLY the buyer attributes that are inactive.

To delete the buyer attribute,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Attributes.

    The Product Attributes tab displays the list of product attributes.
  4. Click the BUYER ATTRIBUTES The list of buyer attributes is displayed.
  5. Click the  More Details icon against the required attribute.
    Note: Alternatively, click on the required Attribute ID or Attribute Name.
  6. In the selected Edit Buyer Attribute page, click the  icon and select Delete Attribute.
    Note: The   icon appears only for the attributes that are created by the user.
  7. In the confirmation dialog box, click YES. The buyer attribute is deleted successfully.
    Note:

    • To ignore deleting the attribute, click NO.
    • You cannot delete the buyer attribute if it is either active and/or mapped with the buyer’s profile details and login page

Managing Segment (Only for B2C)

The Segment allows you to segment distinct user groups and map price for each of the segment for a B2C store.

In this page, you can:

Search for Segment

You can search for segments using the Search text box.

To search for segment,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Segment.

    The Segment page is displayed.
  4. In the Search text box, enter the search criteria for the segment.
  5. Click the  Search icon. The search result is displayed.

View Segment

You can view the list of segments in the Segment page.

To view segment,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. In the left navigation panel, click Settings.
  3. In the Settings menu, click Segment.

    The Segment page displays the list of segments.

    Note:

    • You can search for segment using the Search text box. For more information, refer to Search for Segment.
    • You can sort the list of segments in ascending or descending order.
    • The default functionality which is created while merchant onboarding appears in the list page.

Create a Segment

With Simba, you can segment distinct user groups and map price for each of the segment. You can create distinct user groups using the SEGMENT button.

To create segment,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the Settings menu, click Segment.
  4. In the Segment page, you can,
    • To create you first segment, click on CREATE or Create your first user segment.

      Note      : The create your first Segment option appears only for the first time or until when there are default segments added that are created through the feed process.
    • Alternatively, click on CREATE SEGMENT.
  5. In the Create Segment page, enter or select the field details.

    The following table provides the field description for creating a segment:

    Field Description
    Segment Name* Enter the name for the distinct user group.
    Segment Description* Enter the description for the segment.
    Price Label Select the Price ID from the drop-down list. The selected price ID will be applicable for this segment.

    Note: Fields marked with * are mandatory.

  6. Click CREATE SEGMENT. The segment is created.

Edit Segment

You can edit a segment in the Edit Segment pop-up.

To edit a segment,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. In the left navigation panel, click Settings.
  3. In the Settings menu, click Segment.

    The Segment page displays the list of segments.
  4. Click the  More Details icon against the required segment.
    Note: Alternatively, click on the required segment.

    The Edit Segment pop-up is displayed.
  5. Edit the field details as required.
    The following table provides the field details for editing a segment:

    Field Description
    Segment ID View the segment ID. The segment ID is auto generated and non-editable.

    Note: The segment name is used as segment ID without the space and special characters.
    Segment Name* Edit the name for the distinct user group.
    Segment Description* Edit the description for the segment.
    Price Label Select the required Price label for the segment.

    Note: Fields marked with * are mandatory.

  6. Click SAVE. The segment is updated.

Managing Account Segment (Only for B2B)

The Account Segment allows you to segment distinct user groups and map price for each of the segment for a B2B store.

A default segment is created automatically with a default price label (for example, price-1) in the account segment section, when you create a store with the B2B business type. When you create a new account within the B2B store, this default segment is mapped automatically. For more information, refer to Add a Store and Tabs in an Account of Managing Accounts

In this page, you can:

Search for Account Segment

You can search for account segment using the Search text box.

To search for account segment,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. In the left navigation panel, click Settings.
  3. In the Settings menu, click Account Segment.

    The Account Segment page displays the list of account segments.
  4. In the Search text box, enter the search criteria for the account segment.
  5. Click the  Search The search result is displayed.

View Account Segment

You can view the list of account segments in the Account Segment page.

To view the account segment,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. In the left navigation panel, click Settings.
  3. In the Settings menu, click the Account Segment.

    The Account Segments page displays the list of account segment.

    Note: You can search for account segment using the Search text box. For more information, refer to Search for Account Segment.

Create an Account Segment

With Simba, you can segment distinct user groups and map price for each of the segment. You can create distinct user groups using the CREATE SEGMENT button. The added segments appear in the Segment drop-down list of an account.

To create segment,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. In the left navigation panel, click Settings.
  3. In the Settings menu, click Account Segments.
  4. In the Account Segments page, you can,
    • To create you first account segment, click on CREATE or Create your first account segment.

      Note      : The create your first account segment option appears only for the first time or until when there are account segments added.
    • Alternatively, click on CREATE SEGMENT button.
  5. In the Create Segment page, enter or select the field details.

    The following table provides the field description for creating an account segment:

    Field Description
    Segment Name* Enter the name for the distinct user group.
    Segment Description* Enter the description for the segment.
    Price Label Select the Price ID from the drop-down list. The selected price Label will be applicable for this segment.

    Note: Fields marked with * are mandatory.

  6. Click CREATE SEGMENT. The account segment is created.

Edit Account Segment

You can edit an account segment in the Edit Segment pop-up.

To edit an account segment,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. In the left navigation panel, click Settings.
  3. In the Settings menu, click Account Segments.

    The Account Segments page displays the list of account segments.
  4. Click the  More Details icon against the required account segment.
    Note: Alternatively, click on the required account segment.
  5. The Edit Segment pop-up is displayed.
  6. Edit the field details as required.
    The following table provides the field details for editing an account segment:

    Field Description
    Segment ID Edit the ID of the segment.
    Segment Name* Edit the name for the distinct user group.
    Segment Description* Edit the description for the segment.
    Price Label Edit the selected Price ID for the segment.

    Note: Fields marked with * are mandatory.

  7. Click SAVE. The account segment is updated.

Configure Payment Methods

One of the important steps in the consumer journey for placing an online order is the management of the payment. The Simba application facilitates the processing of payments made via different payment instruments. Payments can be made using multiple third-party payment methods that the Simba application is configured to accept. Some of the commonly used payment types, such as the ones made using credit and debit cards are processed via a payment gateway. You can configure locale-specific payment methods.

In the Payment Methods settings, the merchant can:

  • view the integrated and approved payment applications
  • install the payment application via the app marketplace or uninstall a payment provider
  • set the validity period for the payment provider
  • set or change the default or locale-specific payment method for a payment provider
  • set if the payment process is deferred or instant type, which is preconfigured based on the payment provider type
  • display payment instruction to be shown on the storefront
  • describe a confirmation message to display for each successful payment
  • configure transaction fee to charge a fee for every payment transaction made via the provider
  • configure conditions to show/hide the payment provider based on products, customers, orders, and/or shipping rules
  • configure the payment method’s order of display when the merchant offers more than one payment method

Simba is configured with the following payment applications:

  • PayPal
  • AmazonPay
  • Klarna
  • Stripe Payment App
  • Cybersource Payment App
  • Braintree

Sequence of managing the payment applications

With Simba console, you can manage and associate a Payment Method in the following sequence:

  1. Install Payment Application from App Marketplace
  2. Activate and Configure Payment Application
  3. Add a Payment Method
  4. Define the Payment Method
  5. Once the payment method is defined, you can

About Payment List Page

You can view and access all the payment functionalities from the payment list page.

In the Payment List page, you can:

Search for payment method

You can search for payment using the Search text box.

To search for a payment method,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
    .
  3. In the left navigation panel, click Payment Methods.
  4. In the Search text box, enter the search criteria for the payment method.
  5. Click the  Search icon. The search result is displayed.

Display Order of the Payment Methods

You can set the order of the payment methods. You can set the sequence order of the payment methods either in the ascending order or manually by rearranging the payment method as per your needs.

To display order,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the left navigation panel, click Payment Methods.
  4. Click DISPLAY ORDER.

    The Display Order pop-up is displayed.
  5. Click the Choose Order drop-down and select:
    • Manual Order: Select this option to manually sort the payment methods.
    • By Price Ascending: Select this option to display the shipment methods in price ascending order.
  6. Search the required payment method from the search text box. Alternatively, you can drag and drop a particular payment method.
    Note: The search results are highlighted.
  7. Click SAVE.
  8. In the confirmation page, click Submit. The display order is saved and appears in the same sequence in the Payment List page

Install Payment Application from App Marketplace

You can install payment applications from the App Marketplace. You can visit an app marketplace using the GO TO APP MARKET PLACE link.

To go to app marketplace,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the left navigation panel, click Payment Methods.
  4. In the Payment Method page, click GO TO APP MARKET PLACE.
  5. In the Marketplace page, click the required application that you want to install. For example, click the PayPal application.
  6. In the application page, click Install.
  7. Accept the terms and conditions and click Proceed to make the payment and proceed with installing the application.

    The application is installed.
    Note: Once the application is installed successfully, you can activate and configure the payment method process as explained in the next step.
  8. In the payment application page, under the Activation section, select any of the following:
    • Activate – The application is activated and available for use. This is default. Once the application is activated, the payment application is shown in the storefront.
    • Preview only – The payment application can be previewed by the merchant to see how it appears in the storefront.
    • Deactivate – The application is deactivated, and it cannot be used unless it is activated again. On activating again, an email notification is triggered with the following message to the merchant: The <Application Name> has been reactivated by Client’s Admin. Please activate the App through App Configuration BO page.

    The merchant must save the application in the configuration page to activate the application and the existing configuration and functionality.

Activate and Configure Payment Applications

Once the application is installed successfully, you need to activate and configure the applications to use the payment methods effectively. See Install Payment Method.

PayPal Application

PayPal is an online payments system. In most countries, this application supports online money transfers and serves as an electronic alternative to traditional paper methods like cheque and money orders.

It is essential for a merchant to make several configurations in the PayPal account, only after which the PayPal account works properly with the Oxatis system.

A merchant can install, configure, and define PayPal application in Simba console, post to which the PayPal payment process is visible for the customers in the storefront.

Prerequisite: Before you start configuring, ensure that you install the PayPal application from the Marketplace, only after which the PayPal application is visible for configuration. For detailed information, refer to Add an App and/or Install Payment Application from App Marketplace section, where you can see the app installation procedure with similar examples.

To configure the PayPal application,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. In the left navigation panel, click Your Apps. The Apps page is displayed.
  3. In the Apps page, click the PayPal application.

    The PayPal application page is displayed.
  4. In the PayPal application page, select Activate in the Activation section.
  5. In the PayPal application page, under the PayPal Configurations section, enter or select the field details.
    The following table describes the fields available in the PayPal Configurations section:

    Field Name Description
    Existing Account Enter the existing account details.

    1. Merchant ID*: Enter the valid merchant ID. For example, 123
    2. Client ID*: Enter the valid client ID. For example, AU8WlUanyTbJ2I-dKiErtCqgwOydE33jPWxAhSDXa2TUSf3UfQDL6K
    3. Secret ID*: Enter the valid secret ID. For example, EIs_CmUI0-3JnjB44BoGcePVyDxH4ZNr9MEeI9snlpwGriKnjzOP-pEBcuDXSgddSmNBzOrG9NL9mNCv
    4. Mode*: Select the mode from the drop-down list.
      • Sandbox:
      • Production:
    Sort Order for Smart Payment Option Provide the order/priority for smart payment option in the following fields:

    • First Priority*
    • Second Priority*
    • Third Priority*
    Display PayPal wallet option in PDP Select the check box to display the PayPal wallet option in the Product Display Page (PDP).
    Display PayPal wallet option in PDP Select the check box to display the PayPal wallet option in the Shopping Cart.

    Note: Fields marked with * are mandatory.

  6. Click Save. The PayPal application is configured. Now, the merchant can add the PayPal application to the store.
    Note:

Braintree Application

The Braintree solution (PayPal division) is an all-in-one payment system that combines access to PayPal, Android Pay, and Apple Pay. The merchant can provide the Braintree details to configure this payment method.

A merchant can install, configure, and define Braintree application in Simba console, post to which the Braintree payment process is visible for the customers in the storefront.

Prerequisite: Before you start configuring, ensure that you install the Braintree application from the Marketplace, only after which the Braintree application is visible for configuration. For detailed information, refer to Add an App and/or Install Payment Application from App Marketplace section, where you can see the app installation procedure with similar examples.

To configure the Braintree application,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. In the left navigation panel, click Your Apps. The Apps page is displayed.
  3. In the Apps page, click the Braintree application.

    The Braintree application page is displayed.
  4. In the Braintree application page, select Activate in the Activation section.
  5. In the Braintree application page, under the Braintree Configuration Details section, enter or select the field details.
    The following table describes the fields available in the Braintree Configurations section:

    Field Name Description
    Merchant ID* Enter the valid merchant ID.
    Private Key* Enter the valid Private Key.

    For example, a7b9d64b4097bb475c85c09a854ba68e
    Public Key* Enter the valid Public Key.

    For example, b9tchm4s62cybtd7
    Merchant Account ID* Enter the valid Merchant Account ID.

    For example, rp6zmt4fv6c7qpw4
    Mode* Select the mode from the drop-down list.

    • Sandbox:
    • Production:

    Note: Fields marked with * are mandatory.

  6. Click Save. The Braintree application is configured. Now, the merchant can add the Braintree application to the store.
    Note: For detailed information on uninstalling an app, refer to Uninstall an App.
  7. Navigate to the Payment method section to add and define the Braintree application. For detailed information, refer to Add a Payment Method.
  8. Navigate to the storefront to view the Braintree payment process. The Braintree payment process appears in the storefront as follows:
  9. Select the Braintree payment and provide the required details and proceed with the purchase.
    Note: Based on the defined configuration details this payment process details are enabled in the storefront.

Add a Payment Method

A merchant can provide variety of payment methods for their customers to purchase products. The Simba console allows the merchant to add one or more payment methods for the default locale. Later, you modify the payment method to include for other locales.

Prerequisite: Before you start adding a payment method, determine the payment method that you are going to add.

To add a payment method,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the left navigation panel, click Payment Methods.
  4. In the Payment Method page, click ADD PAYMENT .

  5. In the Add Payment page,
    • Click GO TO APP MARKET PLACE if you have not yet installed the payment applications.

      Note: For detailed information on installing an application from marketplace, see Go To Market Place.
    • Select the payment method. The payment applications are displayed if the applications are already installed.
  6. Select a payment and click ADD. The payment method page displays the following tabs:

Define the Payment Method

As a merchant, you can define the payment process type in General tab, transaction fees in the Transaction Fees tab, and conditions to show/hide the payment methods in the Element Selection tab. You can configure the payment method ONLY for the default locale. Later, you modify the payment method to include for other locales. For example, let us consider Bank Cheque payment application.

General Tab

The general tab allows you to define the general information of the payment method.

The following table describes the fields available in the GENERAL tab:

Field Name Description
Method Name* Enter the name for the payment method. This name will be displayed along with the description and logo on the storefront’s payment selection page.
Process Type Select any one of the payment process type:

  • Deferred Payment process: to process the payment before the specified number of days. For example, manual credit card, direct debit card, payment by cheque, etc. are deferred payment methods. This process is performed after the order is confirmed.
  • Instant Payment process: to process the payment instantly via online payment process such as net banking, debit card, credit card, etc. This process is performed before the order is confirmed.

Note: Based on the payment method, the process type is selected by default. The merchant cannot modify the process type. For example, for Bank Cheque payment method, the “Deferred Payment process” type is selected by default and the merchant cannot modify the field.
Start Date

and/or

End Date

 Select a date range for the payment method. The selected date will be the effective date for this payment method in the storefront.

Note:

  • If you DO NOT enter the start date and time, then the date is set to the current date and time. This is default.
  • If you DO NOT enter the end date and time, then the payment method is active in the storefront indefinitely.
Status Select any one of the following status for the payment method:

  • Active: the payment method is activated and available for use in the storefront.
  • Inactive: the payment method is deactivated, and it cannot be used in the storefront unless it is activated again.
  • Preview: the payment method is visible only for the merchant in the storefront. The payment method is not visible to the buyer in the storefront.
Enable this payment method for credit customers Enable this toggle to activate this payment method for credit customers.
Note: This payment method is disabled for credit customers if the toggle is not enabled.
Enable Recurrent Payment  Enable this toggle to activate the recurrent payment option for this payment method. Once this option is enabled the payment method is associated with the products/SKUs that are enabled for the subscription.

Note: You need to enable this option ONLY if the payment method is available for the subscription.
Description Enter a description about the payment method. This description will be displayed with the name and logo in the storefront’s payment selection page. You can use this description to indicate the payment terms or any additional information with respect to the payment method.
After Payment Message Enter a message about the order confirmation message. This message is displayed on the storefront once the order is confirmed.

For example,

  • Instant payment: Your order is confirmed, Thanks for shopping, below you can find the order and shipment details.
  • Deferred Payment: Your order is confirmed, Thanks for shopping, request to process the check within 10 days from today. Product will be moved to shipment once the amount is received.
Image Upload Upload an image file or logo of the payment method.

Note: To replace the image, click Replace.

Element Selection Tab

In the Element Selection tab, you can configure conditions to show/hide the payment method in the storefront. You can configure conditions by adding one or more rules or group of rules to a payment method. On adding a rule or group of rules, select an operand and operator.

List of operands are as follows:

List of operators are as follows:

You can create different conditions by changing the combination of operands and operators. You need to add the required value.

For more information, see: Add a Rule and Add a Group.

Add a Rule

The Add Rule option allows you to configure multiple “AND” conditions.

To add a rule,

  1. In the Element Selection tab, click the ADD RULE.
  2. Click the Choose Data drop-down and select the required data.
    Choose Data Description
    • Product: Select Product data to link payment method based on:
      • Product ID
      • Product Categories
      • Properties (Product Attributes)
    • Order: Select Order data to link payment method-based on:
      • Order Weight
      • Order Amount
    • Shipping: Select Shipping data to link payment method-based on:
      • Shipping Country
      • Postal Code
    • Customers: Select customer data to link payment method-based on:
      • Customer Segment
      • Associated Prices
      • Currency
      • Account ID (It appears only for B2B.)
    Select the required operator for each rule or rule group:

    • equal: The operand value must exactly match the configured value.
    • not equal: The operand value must NOT match the configured value.
    • contains: Finds records containing the specific value.
    • begins with: Checks for the value that begins with the value you specify.
    • ends with: Checks for the value that ends with the value you specify
    • is not empty: checks for availability any data.
    • doesn’t contain: Finds records excluding the specific value.
    • doesn’t end with: Checks for the value that does not end with the value you specify.
    • doesn’t begin with: Checks for the value that does not begin with the value you specify.
    • in: Matches any one of the values in a list of values (separated by comma) you specify.
    • not in: Matches any one of the values in a list of values (separated by comma) you specify.
    Click on the value field the relevant overlay pages appears to define the values. For detailed information, refer to “Overlay pages to be added as separate section”.
  3. Click the Choose Data drop-down and select the required condition.
  4. Click the blank field, the appropriate overlay appears.
  5. In the overlay, select or enter the value as appropriate.
  6. Repeat the steps to add more rules.
  7. Click Save. The condition is created.
    Note: To remove the added condition, click Delete.
Add a Group

The Add Group option allows you to configure multiple “OR” conditions. Within the group, you can add multiple AND and/or OR conditions.

To add a group,

  1. Click ADD GROUP.
  2. Specify the data as mentioned in the above steps 2, 3, and 4.

    Note: You can verify the added condition in the Generate condition section.
  3. Click Save. The condition is created.
    Note:

    • To remove the added condition, click Delete.
    • Within the group, you can add multiple AND and/or OR conditions.
Scenarios and Examples in Configuring Conditions – Product

In operand, choose data present under the Product section such as Product ID, Product Categories, Properties (Product Attributes) to show/hide the payment method in storefront.

For example, setting rules based on product ID:

To show the payment method for the product IDs “GM10005,GM10004” and to hide the payment method for the product IDs “MenShirt002”:

For example, setting rules based on product attributes (Properties):

To show the payment method based on product attributes; for example, the product attribute “Shipping Class” as “Class 250” and the payment method will be displayed on the storefront only for this shipping class.

Scenarios and Examples in Configuring Conditions – Order

In operand, choose data present under the Order section such as Order Weight and Order Amount to show/hide the payment method in the storefront.

For example, setting rules based on order weight using “AND” condition:

If the merchant specifies the minimum total order weight as 200 grams and the maximum total order weight as 400 grams. The buyer cannot see the payment method in the storefront if the order weight does not fall between 200 and 400 grams.

For example, setting rules based on order weight and order amount using “OR” condition:

If the merchant specifies the maximum total order weight (grams) as 1200 grams against the credit card payment method. And the total order weight during checkout is 1300gms. (OR) If the merchant specifies the maximum total order amount as 10000 $ against the credit card payment method. And the total order amount during checkout is 8000 $. Then the Credit Card option is displayed as payment method in the storefront.

Scenarios and Examples in Configuring Conditions – Shipping

Country

In operand, choose data present under the Shipping to show/hide the payment method in storefront based on country.

For example, setting rules based on shipping country using “OR” condition:

If the configured country is France.

  • And the active shipping address of the logged in user is mapped to UK, then the payment option is deactivated and not displayed in the storefront.
  • In case, if you configure All countries, then the payment method is enabled and displayed in the storefront for all users.

Postal Code

Choose data from the shipping postal code to show/hide the payment method in storefront based on postal code.

For example, setting rules based on shipping postal code using “AND” and “OR” condition:

  1. Include/exclude a specified set of pin codes
    • 689784, 689037 – the specified 2 pin codes are included
  2. Include/exclude pin codes starting with a set of numbers
    • 7500# -postal codes between 75000, 75001, 75002, … up to 75009 is included.
  3. Include/exclude pin codes starting with a set of characters/letter/numbers
    • 75* – postal codes starting with 75 would be included
  4. Include/exclude pin codes starting from a number and ending in another number.
    • G(1-30) – postal codes from G1, G2, G3 up to G30 is included
Scenarios and Examples in Configuring Conditions – Customer

Associated Price

In operand, choose data present under the Customers section such as Customer Segment, Associated Prices, and Currency to show/hide the payment method in storefront.

For example, setting rules based on Customer Segment and Associated Prices using “OR” condition.

The payment method is displayed in the storefront only if the customer segment is “GOLD” category or ordered product is associated with the price group 1.

Currency

For example, setting rules based on Customer Segment and currency using “AND” condition.

The payment method is displayed if the currency is “SGD and USG” but not applicable for the “GOLD” category customer. The payment method is not displayed for the other currencies and excludes the customers with “GOLD” category.

Edit the Payment Method

The Simba Admin console allows a merchant to edit a payment method after navigating the required payment method page. You can edit the payment method for the default locale or the locales other than the default locale.

To edit the payment method,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the left navigation panel, click Payment Methods.
  4. In the Payment page, click on the required payment.
  5. The Payment page displays the fields for the default locale.
  6. In the payment page,
    • To update the fields for the default locale,
      1. Edit the required field details; for more information, refer to the Define the Payment Method
      2. Click SAVE. The payment method is updated for the default locale
    • To update the fields for the locales other than the default locale,
      1. In the locale drop-down list, select the required locale.
      2. Uncheck the Use default Value option and enter the Method Name, Description, and/or After Payment Message fields for the selected locale.

        Note: If required you can define the Transaction Fees and Elements Section details for the given locale.
      3. Click SAVE. The payment method is updated for the selected locale.

Delete the Payment Method

The Simba Admin console allows a merchant to delete a payment method from the relevant payment page.

To delete the payment method,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the left navigation panel, click Payment Methods.
  4. In the Payment list page, click on the required payment method name.
  5. In the selected payment method page, click the  icon and select Delete Payment.
  6. In the confirmation dialog box, click YES.

    The payment method is deleted successfully.
    Note: To ignore deleting the payment method, click NO.

Configure Shipment Methods

The Shipment Method allows the merchant to install and configure one or more approved third-party shipment method applications that are required for the business. You can create and manage the shipment methods that a customer sees at the checkout page. You can configure locale-specific shipment methods.

In the Shipment Method settings, merchant can:

  • view the integrated and approved shipment applications
  • install the shipment application via the app marketplace or uninstall a shipment provider
  • set the validity period for the shipment provider
  • set or change the default or locale-specific shipment method for a shipment provider
  • display shipment instruction to be shown on the storefront
  • describe a confirmation message to display for each shipment
  • define the formula in the shipment method section, based on which estimated shipping cost varies according to the items in the storefront
  • offer the Click & Collect method, so the customer can go to the store to pick up their order
  • manage the delivery option based on the destination countries
  • configure conditions to show/hide the shipment provider based on products, customers, orders, and/or shipping rules
  • configure the shipment method order of display when the merchant offers more than one shipment method.

Simba is configured with the following shipment applications:
• General Delivery Option
• USPS Shipping APP

Sequence of managing the shipment applications

With Simba console, you can manage and associate a Shipment Method in the following sequence:

  1. Install Shipment Application from App Marketplace
  2. Activate and Configure Shipment Application
  3. Add a Shipment Method
  4. Define the Shipment Method
  5. Once the shipment method is defined, You can

About Shipment List Page

You can view and access all the shipment functionalities from the shipment list page.

In the Shipment List page, you can:

Search for a Shipment Method

You can search for shipment using the Search text box.

To search for a shipment method,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the left navigation panel, click Shipment Methods.
  4. In the Search text box, enter the search criteria for the shipment method.
  5. Click the  Search The search result is displayed.

Display Order of the Shipment Methods

You can display the order for the shipment.

To display order,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the left navigation panel, click Shipment Methods.

    The Shipment Method page is displayed.
  4. Click DISPLAY ORDER.

    The Display Order pop-up is displayed.
  5. In the Display Order page,
    • Arrange the shipment methods in a sequential order by dragging and placing them where required.
    • Select the required order list from the Choose Order drop-down list.
      • Manual Order: Select this option to manually sort the shipment methods.
      • By Price Ascending: Select this option to display the shipment methods in price ascending order.
    • Search for the required shipment method using the Search text box.
  6. Click SAVE.
  7. In the confirmation page, click Submit . The display order is saved and appears in the same sequence in the Shipment List page.

Install Shipment Application from App Marketplace

You can visit the app marketplace for shipment methods.

To go to app marketplace,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the left navigation panel, click Shipment Methods.
  4. In the Shipment Method page, click GO TO APP MARKET PLACE.
  5. In the Marketplace page, click the shipment application that you want to install. For example, click the “dpd” shipping application:
  6. In the application page, click Install.
  7. Accept the terms and conditions and click Proceed to make the payment and proceed with installing the application.

    The application is installed.
    Note: Once the application is installed successfully, you can activate and configure the shipment method process as explained in the next step.
  8. In the shipment application page, under the Activation section, select any of the following:
    • Activate – The application is activated and available for use. This is default. Once the application is activated, the shipment application is shown in the storefront.
    • Preview only – The shipment application can be previewed by the merchant to see how it appears in the storefront.
    • Deactivate – The application is deactivated, and it cannot be used unless it is activated again. On activating again, an email notification is triggered to the merchant with the following message: The <Application Name> App has been reactivated by Client’s Admin. Please activate the App through App Configuration BO page. The merchant must save the application in the configuration page to activate the application and the existing configuration and functionality.

Note:

Activate and Configure Shipment Applications

Once the application is installed successfully, you need to activate and configure the applications to use the shipment methods effectively.

Generic Delivery Option Shipping Application

Generic Delivery Option is an in-house application of Oxatis. There is no app specific configuration for this application. You need to activate the application after which the application works for the shipment method.

A merchant can install, configure, and define Generic Delivery Option application in Simba console, post to which the Generic Delivery Option shipment process is visible for the customers in the storefront.

Prerequisite: Before you start configuring, ensure that you install the Generic Delivery Option application from the Marketplace, only after which the Generic Delivery Option application is visible for configuration. For detailed information, refer to Add an App and/or Install Shipment Application from App Marketplace section, where you can see the app installation procedure with similar examples.

To activate the Generic Delivery Option application,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. In the left navigation panel, click Your Apps. The Apps page is displayed.
  3. In the Apps page, click the Generic Delivery Option application.

    The Generic Delivery Option application page is displayed.
  4. In the Generic Delivery Option application page, select Activate in the Activation section.
  5. Click Save. The Generic Delivery Option application is activated.
    Note:

Add a Shipment Method

A merchant can provide variety of shipment methods for their customers to purchase products. The Simba console allows the merchant to configure one or more shipment methods.

Prerequisite: Before you start configuring a shipment method, determine the shipment method that you are going to add.

To add a new shipment method,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the left navigation panel, click Shipment Methods.
  4. In the Shipment Method page, click ADD SHIPMENT.
  5. In the Add Shipment page,
    • Click GO TO APP MARKET PLACE if you have not yet installed the shipment applications.

      Note: This page appears only if no applications are installed. For detailed on installing application from marketplace, see Go To Market Place.
  6. Select the shipment method. The Add Shipment page displays the already installed applications.
  7. Select the shipment and click ADD. The Shipment page displays the following tabs:

Define the Shipment Method

As a merchant, you can define the shipment process type in General tab, define the formula to calculate the shipping cost in the Calculation Formula tab, define the store’s address details in the Click & Collect tab, and conditions to show/hide the shipment methods in the Element Selection tab.

General Tab

The GENERAL tab allows you to define the general information for the shipment process.

The following table describes the fields available in the GENERAL tab:

Field Name Description
Method Name Enter the name for the shipment method. This name will be displayed along with the description on the storefront’s shipment selection page.
Description Enter a description about the shipment method. This description will be displayed with the name in the storefront’s shipment selection page. You can use this description to indicate the shipment terms or any additional information with respect to the shipment method.
Start Date and/or End Date Select a date range for the shipment method. The selected date will be the effective date for this shipping option in the storefront.

Note:

  • If you DO NOT enter the start date and time, then the date is set to the current date and time. This is default.
  • If you DO NOT enter the end date and time, then the payment method is active in the storefront indefinitely.
Tax Rate Select of enter the VAT rate for the shipping option. The tax for the shipping option is calculated in the storefront based on the VAT Rate defined in this field.
Delivery Time (in days) Indicates the average time for the shipping option. Set the number in days for an order, after which the product is delivered.

For example, Enter 1, for an express delivery of less than 24 hours, enter 2 for 48 hours etc.
Status Select the status for the shipment method:

  • Active: shipment method is activated and available for use.
  • Inactive: shipment method is deactivated, and it cannot be used unless it is activated again.
  • Preview: the shipment method is visible only for the merchant in the storefront. The shipment method is not visible to the buyer in the storefront.
Browse Upload an image file or logo of the shipment method.

Note: To replace the image, click Replace.

Calculation Formula Tab

The CALCULATION FORMULA tab allows the merchant to configure the formula to calculate the shipping cost. Once configured, the shipping cost is applied and appears in the storefront as per the formula type you have selected for the shipment method.

The following table describes the fields available in the CALCULATION FORMULA tab:

Field Name Description
Type of formula Select the type and configure the value to calculate the shipping cost.
Note: For detailed information on calculating the shipping cost using the type of formula, refer to Configuring Calculation Formula with examples section.
Basic Price Specify the basic price exclusive of VAT.

Note:

  • Tired calculation method: This value can be empty for tiered calculation method, since the defined ranges starting from single unit would be considered for tired calculation.
  • Proportionate calculation method: This value is used to define the minimum order value to avoid extremely low shopping cost for small orders.

For detailed information on calculating the shipping cost using the basic price ex VAT, refer to Configuring Calculation Formula with examples section.
Configuring Calculation Formula with examples
Fixed Price – configuring and formula calculation

Using the fixed price option, you can set a fixed shipping price or free shipping.

Example 1

Select this option to set the fixed price as the shipping cost.

Define

  • select fixed price
  • enter Base Price Ex VAT: 10

Calculation (Formula = Total shipping cost)

  • let us consider, UK – Standard Rate is (20.0%).
    • 20% of base price = 2

Formula

Base Price Ex VAT + 20% of base price

Total shipping cost

10+ 2 = 12

Example 2

Select this option to set the free shipping.

 Define

  • select fixed price
  • enter Base Price Ex VAT: 0

Total Shipping cost is considered “0”.

Proportional to the number of products in the order – configuring and formula calculation

Select this option to add the amount (excluding VAT rate) to the price of each item ordered.

Define

  • select Proportional to the number of products in the order
  • enter Base Price Ex VAT: 10
  • Add – 10 for each ordered product.

Calculation

  • Let us consider, per product value = 10
  • number of ordered products = 3.

Now, 10* 3 (no of product) = 30

  • let us consider, UK – Standard Rate (20.0%)
    20% of 10 per product value = 6
    20% of base price = 2
    20% of
    20% of base price = 2

Formula

Base Price Ex VAT + number of ordered products + 20% of 10 per product value + 20% of base price

Total shipping cost

10 + 30 + 6 + 2 = 48

Proportional to the order total – configuring and formula calculation

Select this option and enter the percentage value, which is added to the price of the total order.

 Define

  • select Proportional to the order total
  • enter Base Price Ex VAT: 10
  • Add 10.00 % of the order total

Calculation

  • Let us consider, product total price ex vat = 56.70
    • 00 % of the total order = 56.70 * 10% = 5.67
  • Let us consider, UK – Standard Rate (20.0%)
    • 20% of base price = 2

Formula

Base Price Ex VAT + 10.00 % of the total order + 20% of base price

Total shipping cost

10 + 5.67 + 2 = 17.67

Proportional to the weight/volume of the order – configuring and formula calculation

Select this option and enter the amount and weight/volume, which is added to the weight (each kilogram ordered) of the ordered product.

 Define

  • select Proportional to the weight/volume of the order
  • enter Base Price Ex VAT: 10
  • Add 20 per kg ordered
  • enter Weight of product = 6kg

Calculation

  • Let us consider, UK – Standard Rate (20.0%)
    • 20% of base price = 2
  • Weight price = Weight/volume of product * add 20 per kg = 20*6 = 120.
    • 20% of weight price = 120 * 20/100 = 24

Formula

Base Price Ex VAT + 20% of base price + Weight price + 20% of weight price

Total Shipping Cost

10 + 2 + 120 +24 = 156

Tiers based on the number of products in the order – configuring and formula calculation

Select this option and define different billing ranges, based on which the shipping cost is calculated to the number of products in the order.

For example,

 Define

  • select Tiers based on the number of products in the order
  • enter Base Price Ex VAT: 10
  • Number of products (1 to 2) =20
  • Number of products (3 to 4) =28

Calculation

  • Let us consider, UK – Standard Rate (20.0%)
  • Let us consider, No of products in the cart: 3
    • 20% of base price = 2
    • 20% of Tier price = 5.6 (20% of 28, since no of products in cart is 3, tier value is considered as 28)

Formula

Total shipping cost for 3 products is calculated as,

Base price + no of products + 20% of base price + 20% of Tier price

Total shipping cost

10 + 28 + 2 + 5.6 = 45.6

Note:

  • To add a row, click on the add icon.
  • To remove a row, click on the delete icon.
Tiers based on the order total Ex VAT – configuring and formula calculation

Select this option and define different billing ranges based on the total order price excluding VAT rate.

 Define

  • Select Tiers based on the order total Ex VAT
  • Enter Base Price Ex VAT: 10
  • Order Total Ex VAT (1 to 50) =20
  • Order Total Ex VAT (51to 60) =28

Calculation

  • Let us consider, UK – Standard Rate (20.0%)
  • Let us consider, Order Total excluding vat = 45.36
    • 20% of base price = 2
    • 20% of Tier price 20 = 4 (order total (1 to 50) is considered, Order Total excluding vat = 45.36)

Formula

Base Price Ex VAT + Order Total Ex VAT (1 to 50) + 20% of base price + 20% of Tier price 20 Total shipping cost

10 + 20 + 2 + 4 = 36

Note:

  • To add a row, click on the add  icon.
  • To remove a row, click on the delete  icon.
Tiers based on the order total Inc VAT- configuring and formula calculation

Select this option and define different billing ranges based on the total order price including VAT rate.

Define

  • Select Tiers based on the order total Inc VAT
  • Enter Base Price Ex VAT: 10
  • Order Total Inc VAT (1 to 50) =20
  • Order Total Inc VAT (50 to 60) =28

Calculation

  • Let us consider, UK – Standard Rate (20.0%)
  • Order Total including vat = 56.7
    • 20% of base price = 2
    • 20% Tier price 28 = 5.6 (order total (50 to 60) is considered, since Order Total including vat = 56.7)

Formula

Base Price Ex VAT + Order Total Inc VAT (50 to 60) + 20% of base price + 20% of Tier price 28 Total shipping cost

10 + 28 + 2 + 5.6 = 45.6

Note:

  • To add a row, click on the add icon.
  • To remove a row, click on the delete icon.
Tiers based on the weight/volume of the order – configuring and formula calculation

Select this option and define different billing ranges based on the total weight of the order.

 Define

  • select Tiers based on the weight/volume of the order
  • enter Base Price Ex VAT: 10
  • Weight/Volume (1 to 2) = 20
  • Weight/Volume (2.01 to 4) = 28
  • Weight/Volume (4.01 to 6) = 40

Calculation

  • Let us consider, UK – Standard Rate (20.0%)
  • Let us consider, Weight of order = 3kg
    • 20% of base price = 2
    • 20% of Tier price 28 = 28 * 20/100 = 5.6 (Tire price 28 is considered, since Weight of order in the shopping cart is 3kg)

Formula

Base Price Ex VAT + 20% of base price + Weight/Volume (3 to 4) + 20% of Tier price 28

Total shipping cost

10 + 2 + 28 +5.6 = 45.6

Note:

  • To add a row, click on the add icon.
  • To remove a row, click on the delete icon.

Element Selection Tab

In the Element Selection tab, you can configure conditions to show/hide the shipment method in the storefront. You can configure conditions by adding one or more rules or group of rules to a payment method. On adding a rule or group of rules, select an operand and operator.

The Element Selection tab allows you can configure one or more rules or group of rules to show or hide a shipment method.

Add a Rule

The Add Rule option allows you to configure multiple “AND” conditions.

To add a rule,

  1. In the Elements Selection tab, click the ADD RULE.
  2. Click the Choose Data drop-down and select the required data.
    Choose Data Description
    • Product: Select Product data to link shipping method based on:
      • Product ID
      • Product Categories
      • Properties (Product Attributes)
    • Order: Select Order data to link shipping method-based on:
      • Order Weight
      • Order Amount
    • Shipping: Select Shipping data to link shipping method-based on:
      • Shipping Country
      • Postal Code
    • Customers: Select customer data to link shipping method-based on:
      • Customer Segment
      • Associated Prices
      • Currency
      • Account ID

    Note: Account ID appears only for B2B
    Select the required operator for each rule or rule group:

    • equal: The operand value must exactly match the configured value.
    • not equal: The operand value must NOT match the configured value.
    • contains: Finds records containing the specific value.
    • begins with: Checks for the value that begins with the value you specify.
    • ends with: Checks for the value that ends with the value you specify
    • is not empty: checks for availability any data.
    • doesn’t contain: Finds records excluding the specific value.
    • doesn’t end with: Checks for the value that does not end with the value you specify.
    • doesn’t begin with: Checks for the value that does not begin with the value you specify.
    • in: Matches any one of the values in a list of values (separated by comma) you specify.
    • not in: Matches any one of the values in a list of values (separated by comma) you specify.
    Click on the value field the relevant overlay pages appears to define the values. For detailed information, refer to “Overlay pages to be added as separate section”.
  3. Repeat the steps to add more rules.
  4. Click Save. The condition is created.
    Note: To remove the added condition, click Delete.
Add a Group

The Add Group option allows you to configure multiple “OR” conditions. Within the group, you can add multiple AND and/or OR conditions.

To add a group,

  1. Click ADD GROUP.
  2. Specify the data as mentioned in the above steps 2, 3, and 4.
    Note: You can verify the added condition in the Generate condition section.
  3. Click Save. The condition is created.

    Note:

    • To remove the added condition, click Delete.
    • Within the group, you can add multiple AND and/or OR conditions.
  4. Click Save. The changes are saved.
    Note: To remove the added condition, click Delete.
Scenarios and examples using Conditions

You can configure the conditions to show/hide the shipping method in the storefront.

Configuring order-based conditions with “AND” rule

Scenario: The merchant wants to show the shipping method in the storefront only if the weight is less than or equal to 5 kg and amount is less than or equal to 200£ in an order.

In the ELEMENT SELECTION tab, add a rule for less or equal to the total order weight 5 kg and add another rule with the order amount as 200£:

Note: If in case, the ordered weight is greater than 5 kg and/or the amount is greater than 200£, the shipping method will not be shown in the storefront.

Configuring order-based and shipping-based conditions using “AND” rule and “OR” rule

Scenario: The merchant wants to configure to show the shipping method in the storefront only if the weight is less than or equal to 5 kg “AND” the amount is less than or equal to 200£, or the shipping country must be “GB” in an order.

In the ELEMENT SELECTION tab,

  1. Add a rule: less or equal to the total order weight 5kg and order amount as 200£.
  2. Add a group: equal to shipping country “GB”.

    Note: The shipping method will not be shown if the ordered weight is greater than 5 kg and the amount is greater than 200£, or the shipping country is not “GB”.

Edit the Shipment Method

The Simba Admin console allows a merchant to edit a shipment method after navigating the required shipment method page. You can edit the shipment method for the default locale or the locales other than the default locale.

To edit the shipment method,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Below the left navigation panel, click Settings.
  3. In the left navigation panel, click Shipment Methods.
  4. In the Shipment Method page click on the required shipment method.
  5. In the shipment method page, edit the field details. For more information on the field details, refer to Define the Shipment Method.
  6.  Click SAVE. The shipment method is updated for the selected locale

Delete the Shipment Method

The Simba Admin console allows a merchant to delete a shipment method from the relevant shipment page.

To delete the shipment method,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. In the left navigation panel, click Settings.
  3. In the left navigation panel, click Shipment Methods.
  4. In the Shipment list page, click on the required shipment method name.
  5. In the Shipment list page, click the  icon and select Delete Shipment.
  6. In the confirmation dialog box, click YES.

    The shipment method is deleted successfully.
    Note: To ignore deleting the shipment method, click NO.

 

Revision History

Published Dt. Document Changes Drafted By Peer-Reviewed By Reviewed & Approved By
2021-04-26 Initial draft SW JP SR
2022-06-30 8.9 release changes SW JP SR