Thursday 21 November 2013
#1 How to Update Drupal 7 Modules and Drupal Core
https://www.orangepippintrees.co.uk/
Monday 18 November 2013
Drupal 7 / Ubercart Video Tutorial 6 of 10: Configuring Shipping, Paypal and Taxes
[Drupal 7 / Ubercart video tutorial 6 of 10 showing how to set UPS, Paypal, and conditional taxes]
[Drupal 7 / Ubercart video tutorial 7 of 10 showed how to use the default catalog module]
[Drupal 7 / Ubercart video tutorial 8 of 10 showed an alternative flexible method of showing a catalog]
[Drupal 7 / Ubercart video tutorial 9 of 10 shows how to use product kits, stock, and order states]
[Drupal 7 / Ubercart video tutorial 10 of 10 shows a simple checkout, reports, and suggests a theme]
Hullo and welcome to the 6th video tutorial in this ten part video tutorial series. I am Peter Yaworski the Toronto website developer specialising in Drupal and Ubercart. Like other video tutorials in this series, this is a collaboration between myself and the Ubercart.org help pages.
So let's get into it. I'm going to assume that you have watched the other video tutorials in the series and that you are ready to set up payments and shipping as well as taxes. In order to do so we are going to go into...
Ubercart basic UPS and flat rate shipping
>store >configuration >store addressMake sure this is entered in if you are using UPS shipping quotes. If it is not, you will get an error; this is actually sent to UPS. Make sure this is actually set to UPS. With a lot of clients that I have dealt with have screwed this up. One time I screwed-up, actually: I want to record this. I kept on getting error messages until I realised that it was because of entering this store address that there were problems. Once we have done that we can go into - I'll start with shipping quotes.So let's go into our settings for shipping quotes
>store >configuration >shipping quotes > settings
Two things I want to show you right here
Log errors dyuring checkong to watchdog
Display debug information to administrators
Prevent the customer from completing an order if the shipping quote is not selected
Displaying debug information to administrators is hugely helpful. If you are having trouble setting up UPS and you go to https://drupal.org/community forums, people might ask for this debug information to figure out what is going wrong. When you post that, be sure to wipe out your username and password from that information: you don't want to share that.
Secondly, default pickup information. This is where the pickup will take place from UPS. You will see we have our shop information at 1 Main Street Hollywood California; it should match your store information, assuming that the pickup is in the same place. Again, this information is sent-out to UPS and you want to make sure that this is filled out correctly, or it will cause errors. But, that said, there
01.53
Credentials
You will have to contact UPS, and set-up your own account. They will send you a personal access key, a telephone number, a shipper ID, as well as a password. The great guys over at XXXX allowed us to borrow theirs for the making of this video tutorial series. You will see that at present we are in testing server mode. Later on when we go into production, we will make the connection live but right now we are using it in testing mode.
Service options
This again depends upon your agreement with UPS. We only want UPS ground to be available, but this will be where you choose what other services ... be sure to know what services you have set-up for your account and so what services are available to you.
Quote Options
Each product in its own package or all products in one package. I'm just drawing your attention to that. The other information there is all dependant on your agreement with UPS, with the exception of
System of measurement
Oh: sorry - not with the exception of system of measurement, but I am just drawing your attention to the fact that if this is wrong you will get errors. You have two options here - British and Metric, depending on your agreement with UPS. [2'45"]
Markups
Rate markup type
The last thing I wanto draw your attention to. If you want to mark-up your shipping costs, for various reasons, you have these uptions here. You can do that as a percentage, a multiplier, or additional dollars. So we could add $2 to every quote that we recieve from UPS.
Label printing
Then label printing. You can go ahead and set that up
You will want to go ahead and save that configuration. (I don't need to because I've already got the information there.)
But, before we move on, we will also add a flat rate quote
Shipping method title*
the rate shown to admnistrators to distinguish this method from other methods
Line item label*
The name shown to the customer when they choose a shipping method at checkout
Base price*
$
The starting price for shipping costs
Default product shipping rate*
$
Additional shipping costs per product in cart
Conditions
We can go ahead and add a condition here. If you only want to sell within Ontario or you only want to offer a flat rate within Ontario, you can add a condition.+Add condition +Add or +Add and
You will see conditions [set-up] when we go and look at tax, so I don't want to set one up here, but it it possible to do that, so that is always good. Then we are going to go back to Shipping Quotes, and add a weight quote [03'57"]
Weight Quote
Shipping method title*the rate shown to admnistrators to distinguish this method from other methods
Line item label*
The name shown to the customer when they choose a shipping method at checkout
Base price*
$
The starting price for shipping costs
Default cost adjustment per pound weight (lb)*
$
The amount per weight unit to add to the shipping cost for an item
We'll go ahead and save that.
+Add condition +Add or +Add and
Again, there can be conditions if you want to do them. And I believe that's all for our shipping quotes. [4'19"]
Payment methods set-up in Ubercart
>store >configuration >payment methodsNow we are going to to into our payment methods.
You should have two payment methods if you have followed-through the other video tutorials in the series,
Paypal Express Checkout
Paypal Website Payments Standard
If you don't have these, check your
>modules and make sure that the Paypal modules is checked-off.
Express Checkout is simply one button that will take your user over to Paypal to directly type-in their credit card information. Website Payments Standard progresses your order through Ubercart and then sends all the information to Paypal at the end when you checkout.
In order to use the Express Checkout you have to have a business account with Paypal, so you want to go ahead and do that.
Currency Code
This is what the currency is being sent to Paypal. Interestingly, you can get additional modules now that make this [choice] per order, so that if customers are in the US they can pay in US dollars; in Canada they can pay in Canada dollars. I've just set-up a custom module for a client who wanted to do that so that his customers did not have to change currency.
API Server
Setting that up for the sandbox is what I am going to be doing - so https://developer/paypal.com . I suggest that you do this to test things out. I am obviously logged-in [to the site] but if you are not logged-in, there is a simple sign-up button and you just do that.
API Credentials
API Username
API Passwword
Signature
You need your API credentials so I supply the API that I got from the sandbox. I got them right here from
Sandbox >API and Payment Card Credentials [a menu choice on developer.paypal.com] Right?
Sandbox >Test Accounts
The other cool thing that they do is that they create test accounts, so I have "Test Business" and "Test Personal", so I can
you would actually get these by logging into your business account with a profile. You click "my selling tools > API access" an [6'00]
This is kind of important:
Default PayPal landing page
Create card submission form
Account login form
...because when you are using Paypal Express Checkout you don't want to make people have to open a [Paypal] account; you just want them to get their credit card information, enter that information, and get off [the paypal site] as soon as quickly. as soon as possible. Because e-commerce studies are showing that the longer you make the payment process the more likely people are to abandon their cart. So make this as seamless as possible.
You also have to go over your settings in your Paypal Business account and make sure that it directs a user to a credit card information page and not to a login page. That is key because, you know, you don't want people to have to create a paypal account if they don't want to. So this is our ???? for express checkout.
Checkout Standard
This is a little bit easier. All you need is your paypal address that the money is going to be paid to, your currency code,.... I am using the default Paypal language which is US, and the sandbox. This is what we are giong to be doing. I should be using my sandbox email address. [7'00"] This one here. So cut and paste it into the page.
Then obviously you want an itemised order
Paypal cart submission method
-submit the whole order as a single line item
submit an itemised order showing each product and description
And then we can...
This debug information. Again, it is a big time-saver.
A conditional tax rule setup in Ubercart
.>store >settings >taxes
The last thing we are going to do is checkout the taxes. So when we were setting up we set a tax rate for Ontario. So that's that. Let me show you a key thing here.
include product tax when displaying prices
You will see when you set-up a product that there is the sell price and the display price. This display price will include taxes. You will want to have this checked to "off" if your taxes are conditional or for a specific area - lets say only for Ontario. Because everyone will see the price including tax, they won't know what's going on. You don't want that to happen. So I just wanted to draw your attention to that.
We are going to add a condition
+Add condition +Add or +Add and
...so we don't charge Ontario tax.
Select the condition to add
You will see here that we have [example conditions on the drop down menu for] orders, but order conditions to not include the provence or state. We have "order state", but this specifically refers to - you know: is it in process? is it completed? is it in checkout? That's the order state. Not the geographical region. So in order to do that you have to go to data comparison
Click
Now our data selector is the "order..." - ".." stands for additional information. Look for "billing address", and then "zone". This zone is the actual state, provence, or zone. That's what we are going to see when we hover over it. So we choose that.
Click
And because we are choosing this data comparison, it is going to give us these pre-populated values that are available per Ubercart. So: there is our "Ontario".
Click
And now the taxes only apply to Ontario orders, and we are good to go.
>content >add content >add product
Why don't we add some products? Or a product.
Name: Pete's awesome product
Descritpion: Test product description (you don't need that but:: whatever)
Image: Add a new file
We'll add Bailey like we always do.
We have not set-up the catalog because that is going to be in the next video tutorial series, but we obviously need
SKU*
Sell price*
Now: weight. If you are using UPS weight quotes, you will have to add a weight.
Weight
You also have dimensions, right? Those are going to be your appropriate dimensions. Maximum package quantity: how many in a package can there be? So we are going to add up to 50 Baileys to our package.
shipping settings
Then shipping settings
Again, this is from UPS and depends upon what [options] you have from UPS. I have a "customer supplied package" [which is one of their options]
Default product shipping type It's going to be the store default, so we will set that as the store default. Default product pickup address.
If you are having issues with UPS, getting shipping quotes, and then you realise that you did not have your store set up properly,
...you would have to come back in here and set-up your default shipping address for your product. It does not get updated automatically when you change that store address, so if you have changed your store address and everything is set-up properly for UBercart but you can't work out why you keep-on getting errors from UPS shipping qutoes, it could be because your product is possibly not set-up properly. So check that out if you are having issues.
Shipping weights we can obviously customise if we are using flat or weight quotes
XML site maps does not set-up correctly until we have all that included.
Publishing: I am going to put it to publish it to the front page to see what I've got available for ordering.
Now: this is actually a huge picture. What I did not show you is that I actually went into
>structure >content types >products >manage display
This by default is just "image", so we can see the product ....
....and just save it.
As I showed you before, there is the list price, the cost, and the sale price, and the display price. Four prices. We actually don't want the cost [price], so that is [set to] hidden, we don't want the sale price: no. We want the sell price but we do not want the list price. We will be covering this in another video tutorial so bear with me. We will go ahead and we will save that.
And then just briefly: the teaser [abbreviated display to show with others: one of two buttons top right of the screen]
We are going to get display price and sale price [as options]. So you are going to get two of those and you can remove whichever one you want to. And you have the descriptions, so that's fine.
Let's go to the home page now: here is one our product. Like I said, display price is what this is; sell price is what this is. [on the teaser]. Go ahead and look at that. Here we have the display price, the sell price, the dimensions, and the add to cart button. [tests it] And we can [use paypal's] express checkout. And then this is what it [the paypal order form] looks like for you; you are right into it. You will see that it is trying to get you to set-up a paypal account. This is where those settings go right through with the payment screen; you do that on your own Paypal account as well as on Ubercart.
This is the standard Paypal checkout. We choose "checkout". Obviously I can fill in my information here.
These are our three shipping options, so obviously UPS is providing us with the quotes.
This one is $17.52
There is the flat rate
There is also the weight quote.
Obviously you would not provide all these to everybody who orders; you would just provide them with one quote. For testing purposes we are going to use UPS ground in order to complete our order.
review order screen : you will see here that we are not getting charged any tax becausee we are not in Ontario. lets go and try that out. [changes address to one in Ontario]
Obviously UPS is going to return an error because we have a Canadian postal code. You could use debug information to check that out. Shipping is $15. We review our order. And there is our Ontario tax - HST - because we are in Ontario and pay 1.95%.
We are going to submit our order, and it looks alright in our sandbox. You will see here that we have the default currency - that's $USD - and I could use my sand box information to change that.
So that's it - that's setting-up payments through Paypal, setting-up UPS flat rate and weight quotes for shipping, and setting-up conditional taxes.
I hope this helped-out. The next video tutorial will most likely be coming in a week or two. As always, leave comments: I love to see the likes and dislikes on Youtube . As always, if you need additional help: drupal.org/forums. Ubercart.org/forums, or torontowebsitedeveloper.com We'll see you in the next video tutorial
[Drupal 7 / Ubercart video tutorial 6 of 10 showing how to set UPS, Paypal, and conditional taxes]
[Drupal 7 / Ubercart video tutorial 7 of 10 showed how to use the default catalog module]
[Drupal 7 / Ubercart video tutorial 8 of 10 showed an alternative flexible method of showing a catalog]
[Drupal 7 / Ubercart video tutorial 9 of 10 shows how to use product kits, stock, and order states]
[Drupal 7 / Ubercart video tutorial 10 of 10 shows a simple checkout, reports, and suggests a theme]
About transcription:
I'm not connected with Ubercart or Peter Yaworski. I transcribed this from the Youtube video.One method is to use my favourite wisywig html editor squeezed onto the same screen as the you tube video. Play abour half a sentence at a time. Where the text and the form-filling on screen are the same thing, use the Wisywig's dashboard to add these components - http://www.w3schools.com/html/html_forms.asp - as you go. Blogger's html editor - the default "compose" screen - doesn't have nearly enough of them. I hadn't heard of fieldset before and now feel more clever, but my old html editor has not got a button for it so I've often left it out. Horizontal rules are just <hr> and easy to put-in by hand. Headings and typefaces are easy to put-in in Blogger.
Youtube does have automatic captions on it from a voice recognition system, but they don't work on this particular accent. I don't know if an author can add captions; if so I'm happy for these to be glued-in.
When the first useful draft is done, show it on screen as raw HTML, and cut/paste to the raw HTML editor of your blog. Don't be put-off by the hideously complex html that it is converted to; it needn't be so complicated. That's what worked for me on Blogger.com, which is free and allows adverts like Qadabra or Adsense or whatever. Example.wordpress.com only allows their own adverts, which I don't know anything about. I wouldn't go spending money on a domain name because the ad revenue was only a cent or so a day and then ceased altogether from Qadabra, so it isn't really a living even without buying a domain. The main motive for doing this is so that nobody else has to repeat the same work, if their concentration isn't great or english is a second language and they need the nitty-gritty text. Oh and I get lots of pages on which to mention a shop selling vegan shoes from the UK.
Friday 15 November 2013
Drupal 7 / Ubercart Video Tutorial 10 of 10: Launcing your sitem Ubercart Reports, Drupal Themes and Add-on Modules
Hullo and welcome to the tenth video tutorial in this ten part video tutorial series about creating ecommerce sites using Drupal and Ubercart. I am Peter Yaworski, the Toronto website developer specialising in Drupal. Like all the video tutorials in this series, this is brought to you as a collaboration between myself and the Ubercart.org team who thought it would be a great idea to have a video tutorial series out there to help people get their ecommerce sites off the ground. [00'21"]
So, just before we finish-up, we are obviously going to covering going-live. We are going to be looking at some reports. And then we will check-out taking your site to the next level.
Next series: cron developer tools, a theme, ssl connections, mass product import, and views.
Just recently, Ubercart and I started having some conversations, and we have decided to move forward with the second video tutorial series, in which we are probably going to look at things like theming - theming your site - so we will look at less css [style sheets]; we'll probably look at some cron developer tools, we will probably walk through a theme that we are going to show you here, which was specifically developed for Ubercart. Then we will also be stepping into the world of ssl, so how to secure your site if you going beyond [the option of] Paypal. We will be looking at modules like feeder modules to import masses of products: if you have a few thousand products you obviously don't want to create those one at a time. The feeds module will help you out with that, so we will probably have a dedicated video on that. We will also be looking at some advance Views - how to use the Views module. Obviously, being the most downloaded module, that is something pretty important.
Oopps! I forgot to show you how to update your site in this tutorial (ie Drupal core and modules). This will definitely be the first topic in series 2.
This Ubcart video tutorial series
- So that will be coming out, hopefully pretty soon. I look forward to it. But, until then, this is just a brief re-cap on this series. In video one we first configured our server, created the database for drupal, created a database user, uploaded our site and got Drupal installed. Wham, bam, thank you ma'm.
- In the second video tutorial we talked about stepping back from our site to talk about some common Drupal terminologies including blocks, themes, modules, nodes: just things that you are going to need to know when you are in the Drupal world.
- In the third video tutorial we started looking at some module functionality. Such as looking ad Drupal.org, looking at what you need to know. Downloading those modules and getting them up onto our site.
- In the fourth video tutorial we started configuring those modules. That was everything but Ubercart [which is a module]. Specifically we looked at a lot of search engine optimisation, so, if you have not watched that video tutorial, go back and look at it because you want Google to drive traffic to you.
- In the fifth video tutorial we started looking at Ubercart itself, and configuring some minor changes. I don't know - store name, your store email address, that kind of thing.
- Then we stepped into the real vegetables of everything in video tutorial six, where we started looking at configuring shipping quotes, flat rates, paypal, taxes.
- And then we took that a step further in video tutorial seven, where we began configuring products. We have shippable products, purchased roles, downloadable products, and we looked at the catalog that starts, or rather comes with Drupal.
- In tutorial 8 we took a sidestep and we started to look at the world of Views. We looked at taxonomy term pages with the Views modules and then started looking at [the question] "how do we do that for our catalogue?". And obviously Views is pretty powerfull; it is the number one module downloaded. So there is a lot of power there, and that is actually something that is being incorporated into Drupal 8 which is pretty exciting. So, with the next major release of Drupal, you are going to have Views in there [the core code]. So: a good thing to know how to use.
- In the previous video tutorial - video tutorial 9 - we looked at product kits, store stocks, order states. Just getting a little bit more of a fine-grained control over our website before we launched. So that takes us to video tutorial number ten we are actually launching. So that is pretty exicting. [03'11"]
Transcribed videos: -
[Drupal 7 / Ubercart video tutorial 6 of 10 showing how to set UPS, Paypal, and conditional taxes]
[Drupal 7 / Ubercart video tutorial 7 of 10 showed how to use the default catalog module]
[Drupal 7 / Ubercart video tutorial 8 of 10 showed an alternative flexible method of showing a catalog]
[Drupal 7 / Ubercart video tutorial 9 of 10 shows how to use product kits, stock, and order states]
[Drupal 7 / Ubercart video tutorial 10 of 10 shows a simple checkout, reports, and suggests a theme]
Simplest payment method: a remote-hosted checkout such as Paypal Payment Express
>store >configuration >checkoutSo, to jump right into that, the major things we are going to have a look at are payment methods.
So we will go over to >configuration and we will have a look at the payment methods that we have setup right now. So right now we have Paypal Payments standard. This is the actual checkout where a customer is providing information on your site. Now, if you do not have ssl set-up, it might not be a good idea to do this, because you are actually taking personalised information on an unsecured page. So what I prefer to do when I am doing paypal and I do not have an ssl installed is just to have Paypal express checkout.
The way that you do that is to go to
>store >configuration >checkout
Here we have enabled checkout. [checkbox: Enable checkout. Disable this to use only third party checkout servicesn, such as PayPal Exress Checkout of Google Checkout} So if we disable this, we can only use third parties like the Paypal Express Checkout. So, I tend to do that. [[save configuration]
It is a personal preference, however there are some concerns about collecting personal information on an unsecured page. It is entirely up to you: this provides the option to do that.[4'45"]
So now if we step back, over to our >payment methods, we can go and - we may as well uncheck that cand [save configuration] - and now we can go to the
[link in a line of text "settings"
settings for paypal express checkout. Now, if you remember, we were using the sandbox. So we want to change that [dropdown menu, live or sandbox] to live. At the same time we want to make sure that our paypal email address is updated. [5'00"] So: I am at torontowebsitedeveloper dot com. And then my API credentials [from a box of three text boxes ] these are all on my test site. So, what you are going to do is to log in to your live account. It is going to look something like this. It will be in "my account" [tab]. And you awnt to go to "profile. Then when you are in profile you want to go to "my selling tools". Here you are going to have API access, so you are going to hit "updtate". This will typically say, you know, we need to verify your account, so once you have verified that, you are going to come here and you are going to request API credentials , and then it will actually provdie you with your API information. Then you will take this, and you will copy it back to your site. So once you do that you are going to have [5'53] live server, you are going to have your [api] username, password, and signature. Here you are going to use the credit card submission form. This ensures that when users are checking-out, they don't have to have a paypal account, and then these [check] boxes here ...
...these are what is going to show up after the user provides their payment. So they will be brought to your site. back to your site and you will see these boxes.
we do have shipping options, so we want to be able to allow the user to check that
we don't want them necessarilly to have a company name, because not everyone is going to be associated with a company
we do want a contact phone number
and we are going to allow them to enter some comment text
so we will go ahead and [save configuration button]
now I'm just going to put my [site] back to sandbox [dropdown option] because I am obviously not going to be doing all that.
And so we are good.
The next thing that we are going to check-out [consider] is our actual shipping quotes and making sure that our actuall UPS module is configured to "live". So we do that but - obviously - having our information here. that we got from UPS when we were setting-up our account.
We are actually going to put our server mode [drop down on this page] into "production". And then we would [button] save our configuration [7'00"] and that way our link-up with UPS is complete. We are essentially live on payments and shipping. So that's that. Once you do that, your site is live and ready to go.
Testing with a real $1 order
What I personally like to do, once I have done that, is actually test an order. So I do that using Chrome. I hit control+shift+N and this will bring-up an in private browsing screen. The reason why I do that is because I like to keep my logged-in site , in case I need to change something, but also to be able to have the anonymous user browsing experience. So here I will go back to uc.torontowebsitedeveloper.com , and now it doesn't recognise m e as being logged-in. So, once I do this, I will go ahead and I will [add to cart]Sorry. Before I do this, I usually change the product [price] to $1. So I would come in here. I would go to super saver. Edit this product .... looking at the product kit there. Super awesome product. Edit this. [sell price]. And we will make this $1. You will just want to note what your original price is. [save] The reason why I do this is because (ha- we need a product type. Of course] The reason why I do this is because I always like to walk through, actually ordering a product from an anonymous user point of view, to make sure that we don't have any errors. So I will actually go forward and pay paypal, complete the order, and do the full payment processing, to make sure that I understand the user experience, and that there are no hidden issues throughout that [experience] that I might not be aware of if I do not actually complete an order. Because it is only $1, paypal is going to take their 33 cents from me, but I am going to have that peace of mind that the site that I am building - either for myself or for a client - is working properly. So I am going to go ahead and [add to cart]. [9'06"] Obviously you want to do this before you actually launch the site or make it accessable to people because you don't wan them buying a product for one dollar. Or, do it in the middle of the night. So, here I am going to do this with a test site. I am going to walk you through, just so you can see what it looks like. But you would obviously be doing this on a live site. And checking out. [9'30"] Alright. So you go ahead and continue. And this is what I was referring to before when we configured that checkout-page. We have configured paypal so that they bring us back here. Here is our contact phone number that we are going to enter. [order comments] "great site, looking forward to recieving my products". [button: continue checkout] Finalise by submitting. [button: continue order] There we go. So we are going to return to the front page. Now, if I minimise this, [10'21"] I can go back, checkout [consider] my store orders, and I can see here that I have got a dollar; I can go into my actual order settings, checkout what is going on, and I can go and I can finalise the payment, and we are good to go.
So: that is walking you through the order. I highly recommend that you do that just to check that nothing is problematic. Obvously, now we would go through, finalise the transaction, notify the user, make sure that she knows that everything is working properly, but you can do all that [without a video]. So that's it. Once you do that, you are live. You are ready to go. Your site is online. So: in the afternoon that it took you to watch this entire video tutorial series , you went from nothing but having Drupal and Ubercart to having your ecommerce site online and that is the power of using ubercart and using Drupal, and leveraging the drupal community. [11'20]
Reports in Ubercart
>store >reports >customer reports
The last thing that I want to show you, just quickly, is - I lie: a couple of things I am going to show you.The last thing about Drupal is reports >store >reports >customer profile [for example]
thiese are pretty nifty; pretty handy. You can actually checkout here. These are the different customers that have placed orders, right? So you can see that I have got one order showing zero because we have just created it and we have not actually finalised it. Zero products because not completed - right? I am not entirely sure why I am seeing my name twice here. Obviously the customer is different. But it is the same information. So if anyone has got any thoughts on that, leave a comment; let me know. I just could not spend the time trying to figure it out
Ubercart products report
In terms of some of the other - some of the other powerful reports that you have got: you have got your products report. This is nice when you really start selling on Ubercart. . because you can see how your products are doing, what is the highest selling, as opposed to - you know - the worst selling. It also breaks it down by your specific SKUs, so, if you remember, we had Pete's CD Y: that was yellow. If we look down here we have [12'17"]aanother CD so if we want to compare different colours, to see what is most effective, it is possible to do that. We also have the ability to customise these reports, so if I want to look at specific dates I can do that. If I want to look at a particular comment, or whether it is pending, or, you know, mayber there is something: people are abandionding the checkout because they have got to see - on certain products: you now - why is that?
Ubercart sales report
From there we have got the sales report. Obviously a very important report where you can actually checkout your dollars over the years, and where our orders status is at, so we can checkout how many are abondoned. So if we have an issue going on here, we can start looking at that process: why are people not understanding; why are they leaving? There has got to be something there. So we can really nail that down. Again, you have the opportunity there [13'00"] to customize these reports and look at things specific to what your needs are. Specific months. Specific years. And the order statuses, right? Probably not earth-shattering, but the last thing I am going to show you is the sales tax report. Remember we set up our tax report for Ontario HST [Ontario HS Tax] So you can see that if we look back here, I have got my total taxable amount and the total tax collected, mainly for when you are doing your income taxes. So those are pretty much the reports. Pretty straight forward. Nothing too earth shattering. Hopefully they help. I just wanted to touch on them because obviously they do come with ubercart and they are helpful, so you should know about them.
A theme for Ubercart
Last thing: we will just head over to Drupal.org. Like I said, there is a couple of things that I want to show you here. Go over to https://drupal.org/project/adaptivetheme. Adaptive theme. We have been using Bartik [the name of a theme]. Drupal Core is kind of ugly to be honest with you. And if you look at it: you know you are looking at a Drupal site. Not necesarily something that you always want to have. So what I have gone ahead and got Adaptive Themes [14'03"] It is a kind of a base theme that you can use, and make sub themes off of it. A sub theme that has been created is called the AT commerce theme. If you want to go ahead and download this x.3.1 version, you can upload that to your site slash sites /all/themes , just as we did with our modules in our fist video tutorial or second or whatever it was [the admin user interface allows you to install these things without thinking about uploading and doanloading nowadays as well] You are going to get the Adaptive Theme, and you are going to get - er - AT-commerce , and you are going to download this one as well. So I have gone ahead and I have done that. So we will step over to our >appearance, and you will see that I have got AT Admin AT Commerce AT Core, AT Sub Theme - right? This all comes with the adaptive theme . So I am going to enable as default the AT Commerce [15'01"]So now, if I go back to my home page, I have just drastically changed the look and feel of my Ubercart or my Drupal and Ubercart site, simply by enabling this new theme. I can click into my product here. I can see that it is theming different things. It has got a different look and feel. [Baily the dog looks very fetching] That is the power of Drupal. You can go on to... - just as you have got modules, you go to these themes, and you can checkout those themes that you like, and that have a different look and feel, and [going to a theme called Binelli ] here, - oh: not a good image - but this is the look and feel that I can install just by enabling a module. Then I can start tweaking it and playing with it. I just wanted to give you a flavour of that because this AT Commerce theme is specifically designed for Ubercart, and it has a lot of powerful things. I am not going to walk through it here, but we are going to be looking at it [or walking through it] in series two. Take a look at it. Maybe you want to play with it.
Responsive: works on a mobile
The one cool thing that I like is this responsive theme: so you can see that my image here [of a the dog Bailey] is shrinking. If I stretch this [browser frame] out, obviously it has gotten [german english] out to the large size, right? So that is pretty cool. That is a mobile friendly web site., that you have, just by installing a new theme.Lastly, as I mentioned before, the power of Drupal is that there is this community that is (kind of) helping you out. You can go here and you can [16.36] I go to download and extend; I look at my module categories, and you will see that thre is an e-commerce category. If I click in to that - what is your first module that you see right there? Ubercart. Super-powerful! And then there are a lot of cool modules that I can add-on there. So if I wanted to add-on "recurring payments and subscriptions", I can do that by grabbing tha module [...] enabling it [17'00"] and then more often than not you will see that there is documentation and that is going to help you walk through and in eenabling some of these things. So that is one good one. If we go to the second page, I think there is UC Variable Prices on there. You will see that UC Variable Price is good for donation sites. If you want a person to pay what they can, enable this module, and you are "off to the races", right?
Fedex has a shipping module too
You have also got FedEx Shipping . We have done UPS but if you have a Fedex account you can download this module and install that, right? [ in the UK: there is no Royal Mail support for such stuff and best prices depend on other couriers as well as Royal Mail. Royal Mail is best for export, but that depends on converting a customer's country to shopping cart that makes it obvious or default to say which of the four Royal Mail zones she lives in. No such module exists. One advantage of Ubercart here is that it does not have a lot of higly paid staff claiming that it works "out of the box", because neither Ubercart not Commerce is good for UK shipping; it is a question of finding the least bad for complex work-arounds, and a smug sales person saying that something works "right out of the box" just makes the problem more frustrating for users of Commerce.
And then lastly what we are going to the checking out [viewing] in the second [video tutorial series] is [module Ubercart SS. A super awsome module. Enable that and it will secure your pages. Obviously a huge Caveat here: it does not work with the overlay module. I am not too fond of the overlay module, but if you are, and you use it, you are going to have problems there.
That's it! That is essentially the video tutorial series. I have kind of walked through everything; I have given you the recap on what this is all about, so hopefully this helps you. Hopefully your site is launched and is making you a little money. And we will see you [lie: it is a one way camera] in video tutorial series number two which should be coming up pretty quickly. Take care.
[Drupal 7 / Ubercart video tutorial 6 of 10 showing how to set UPS, Paypal, and conditional taxes]
[Drupal 7 / Ubercart video tutorial 7 of 10 showed how to use the default catalog module]
[Drupal 7 / Ubercart video tutorial 8 of 10 showed an alternative flexible method of showing a catalog]
[Drupal 7 / Ubercart video tutorial 9 of 10 shows how to use product kits, stock, and order states]
[Drupal 7 / Ubercart video tutorial 10 of 10 shows a simple checkout, reports, and suggests a theme]
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