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uMarketplace® Vendor Product Bulk Upload � � � � � � � � � � � � � � � � � � � � � � � � � � � 146

Introduction � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 146

Type of Product And Columns Config � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 146

Template/Example/Upload Files � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 147

Vendor Ratings Add-on � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 148

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Customer Area � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 151

Vendor Membership Add-on � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 156

Vendor Promotions Add-on � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 158

Vendors Tax Add-on � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 161

Vendor Ship-To Location Limit Add-on � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 163

Split Rate Add-on Configuration � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 166

Contact Us � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 174



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AboutuMarketplace® Suite will transform your Magento store into a powerful, robust and feature-rich online shopping mall with

multiple independent vendors selling their products through a centralized product catalog and vendor specific uniquely

themed microsites.

Enable your vendors to add and edit their products, manage inventory, interact with customers, manage their accounts

and fulfill orders—all with an intuitive and easy to use Vendor Portal. uMarketplace® Suite gives you all the tools necessary

to configure and automate drop shipping workflow, a variety of ways to integrate with vendors, many shipping options, as

well as the ability to track and manage orders and shipments, charge commissions, pay vendors, promote products and

sellers, and fully configure and control customer/vendor interaction. Based on uDropShip—our extension that powers many

thousands of successful Magento stores—uMarketplace® Suite is a proven, complete, and paramount solution for Magento

based multi-vendor marketplaces.



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offers Features not Available in uDropshipAll of uDropship’s functionality is available in uMarketplace® , so there is no need to purchase it separately. There are,

however, several differences between the two suites. uMarketplace® is designed for multivendor online market places with

vendor driven product creation and selling processes, while uDropship® is more suitable for traditional Ecommerce websites

that require drop shipping by vendors.

uMarketplace® offers additional features such as:

• Vendor creation and management of products

• Marketplace centric shipping options and methods that give vendors greater control over their shipping processes

• Flexible commissions structures

• Configurable customer to vendor communications

• Configurable vendor control—in uDropship® the administrator controls all aspects of the site configurations, but in

uMarketplace® vendors control their workflow processes.

• uMarketplace® only add-ons—uMarketplace® offers add-ons to meet the needs of a multivendor marketplace.

Add-on DisclaimerThe uMarketplace® suite offers several add-ons that provide additional store features and configurations. These add-ons are

not included with the default uMarketPlace® suite but can be added to the package easily. Many are free and only require a

simple install, while others require a separate purchase.

The current available add-ons are:

• Responsive Vendor Portal

• Vendor Bulk Product Upload

• Vendor Promotions

• Vendor Minimum Amounts

• Vendor Membership

• Vendor Ratings

• Price Comparison

• Select and Sell

• Purchase order Management

• Vendor Payments

• Vendor Direct Pay — PayPal Adaptive

• Vendor Tax

• Vendor Questions

• Vendor Returns and Exchanges (RMA)

• Vendor Ship-To Location Limit

• Microsite Pro

• Multivendor

• Vendor System Integration

• SplitRate

• Stripe Integration

Visit the Unirgy website to read more about these add-ons: https://unirgy.com/products/umarketplace/



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Features• Flexible Workflow for Multi-Vendor Product Catalogs and Order Management.

• Single checkout for products from multiple vendors with multiple shipping origins per single order.

• Automatically generate purchase orders for vendors based on customer sales order.

• Intuitive and easy to use Vendor Portal for vendor management of products and orders

• Vendors can add and edit their products, add images, assign applicable categories and attribute values, update

inventory, manage shipments and shipping options, update account data, and communicate with customers and store

administrators.

• Vendors can accept, reject and confirm orders, enter shipment tracking, view order history, and create shipping labels

and packing slips.

• Full admin control over product approval. The portal provides a mechanism to review/approve newly added products

with an option to automatically approve items from specified vendors.

• Administrative control over all aspects of customer to vendor communication and interaction

• Flexible Commission Structure and Calculations—Ability to assign and calculate commission rates per sku, category,

product type, or vendor

• Vendor Financial Statements. Create statements manually or auto generate and distribute them to vendors

• Vendor Vacation Mode—Vendors can select time off and either temporarily suspend their products or update product

lead time accordingly.

• Support for standard and external check out methods such as PayPal

• Automatic order notifications to vendors with multiple configurable delivery options

• Automatic shipment notification to customers

• Attach purchase orders, shipping labels, and packing slips to vendor notification emails.

• Vendor Defined Shipping Costs: live, flat, tiered or incremental

• Multiple Shipping Carrier options. Use built-in or integrate with third party carriers for live rates

• Flat shipping rates based on geographic regions

• Ability to ship using vendor shipping accounts.

• Make all shipping preferences and options configurable per vendor or use system default shipping options

• Generate and print shipping labels and packing slips in PDF or Thermal (EPL) for FedEx, UPS, USPS with possibility to

integrate with other carriers.

• Ability to poll shipping carrier API for shipment status and update shipment record automatically (FedEx)

• 1 Year of Free Unlimited Support



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Vendor Portal Marketplace Administration

• Vendor Registrations

• Vendor Integration options

• order Processing

• Product Editing and Creation

• Inventory Update options

• Shipment and Tracking Handling

• Vendor Communication

• Vendor Account Self Administration

• Vendor Account Self Administration

• Purchase order options

• order invoicing options

• Shipping methods and options

• Vendor financial statements

• Commissions

• Vendor Payment options

Add-ons Customization

• Microsite Pro

• Multivendor

• Purchase order Management

• Vendor Payments

• Vendor System Integration

• Splitrate

• Vendor Ratings

• Price Comparison

• Select and Sell

• Vendor Returns and Exchanges

• Vendor Questions

• Responsive Vendor Portal Theme

• Vendor Bulk Product Upload

• Vendor Promotions

• Vendor Minimum Amounts

• Vendor Membership

• Stripe Integration

• Vendor Ship-To Location Limit

• Vendor Direct Pay/Paypal Adaptive• Vendor Tax

• 99% of the code is open

• Customize and extend as required

• Customizations by your development team are easily added

• Customizations are also provided through Unirgy



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Installing uMarketplace®

once you have purchased uMarketplace®, you will be provided with a download link for the software. When you click on it, it

should download a zip file to your local machine.

• Unzip the files

• Place them in the appropriate directory in your Magento installation.

• Place the license file in the /app directory

• Clear your cache in your Magento installation

• on the Magento Cache page, hit the green button labeled “Flush Cache Storage”

• If you are logged into the Magento Admin, log out and re-log back in.

• You should now see a new menu item under System > Configuration beneath the Sales section.



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Configuring uMarketPlace®

You can quickly set up a shop that has both local and international vendors who ship products from all over the world.

For the initial configuration we’ll start by adding base shipping methods that most drop shipping vendors use. Then we’ll

configure two local vendors and finish with global drop shipping configuration.

Dropship Shipping MethodsConventions and Terminology

To avoid confusion, let’s define some terms that will be used during this tutorial.

• Shipping Carrier—While the original meaning of the term is a company that provides shipping services in our case

(and generally for Magento), it is assumed to be a method of calculating shipping estimates. For example, while UPS,

USPS, FedEx and DHL are obviously shipping carriers, Flat Rate, Table Rate, and MatrixRate are considered to be

carriers as well, even though the actual company that will provide freight services might be different.

• Shipping Method—We will use this term to identify a Service Level within the same carrier. For example, Ground,

overnight, and Second Day are shipping methods or service levels. For clarity we will attempt to use the term “Service

Level” whenever possible.

• System Method—The uMarketplace® extension uses and builds upon existing Magento shipping carriers and methods

to calculate shipping estimates. For our purposes, system methods will be defined as methods provided by Magento

core and third party extensions.

• Dropship Method—This is a special method, provided by the uMarketplace® extension, that combines system methods

and presents a simple choice for customers, hiding the complexity of different vendor shipping preferences.

• Drop Shipping—drop shipping is a method of selling products through remote vendors rather than keeping products in

stock. When a store sells an item, the store purchases the item from a vendor and the vendor ships the product directly

to the customer.

Why do we need special shipping methods for dropship?one of the main purposes of the uMarketplace® extension is to make the customer experience of purchasing from different

vendors using the same shopping cart as transparent as possible. The extension will attempt to combine all shipping

methods supported by vendors participating in the order, and show only the familiar choices for service levels, such as:

• Ground

• Three Day

• Overnight



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It is possible that two vendors in the same order prefer different shipping carriers. one might prefer UPS while the other

uses USPS. Different vendors might also use different service levels. For example:

• Vendor 1 supports:

• UPS Ground

• UPS Three Day Select

• UPS overnight

• Vendor 2 supports:

• USPS Parcel Post

• USPS Express Mail

With the uMarketplace® extension, the customer will be presented with a choice of:

• Ground — combines UPS Ground for Vendor 1 and USPS Parcel Post for Vendor 2

• Three Days — combines UPS Three Day Select for Vendor 1 and USPS Express Mail for Vendor 2

The UPS overnight option will not be shown, because Vendor 2 does not support it.

This functionality can be altered by the uMarketplace® SplitRate add-on, which allows the administrator to choose different

shipping carriers and service levels for each vendor product group in the checkout.



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Configuring a Dropship Shipping MethodGo to Sales > Dropship > Shipping Methods and click “Add New Shipping Method”



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TAB: Shipping Information

1. Shipping Method Code—an internal code for the dropship method. Example: Ground, Three Day, Overnight

2. Shipping Method Title—a customer-friendly label. Example: Ground, Three Day, Overnight

3. Days In Transit—currently used only to sort the methods on frontend. Example: 7–10, 2, 1

4. Websites—the websites where this shipping method will be enabled.

TAB: Associated System Methods

Each system shipping method (service level) can be used only once through all dropship shipping methods. For example, if

you chose Flat Rate/Fixed for the Ground dropship method, you can’t re-use it for Overnight shipping again.

Usually the Ground method contains the simple Magento system methods, such as Flat Rate/Fixed and Best Way/Table Rate.

The free shipping configuration will be revisited later, but in general it is recommended to use Shopping Cart Price Rules for

greater flexibility.

Special case: UPS

UPS can be globally configured to use either a CGI API or an XML API. Choose a method that is compatible with your globally

configured API type.



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Dropship VendorsVendors are the central functionality of the uMarketplace® extension and require most of the configurations that are

referenced. The uMarketPlace® suite allows you to add multiple vendors both nationally and internationally. These vendors

can post their products through the site, edit their products pages independently, and manage all shipments and customer

relations.

Creating a new vendorGo to Sales > Dropship > Vendors and click “Add New Vendor”



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TAB: Vendor Information

Vendor Info

1. Vendor Name

2. Status

3. Preferred Carrier—a carrier that is preferred by the vendor. Each dropship method for this vendor can be configured

with a different carrier.

4. Vendor Email—an email that is used to send new order notifications and vendor statements.

5. New Password—if you’d like to create or change a vendor’s password, enter it here.

6. Vendor Telephone—this field is required if the vendor generates FedEx labels.

7. Vendor Fax

8. Notification Template—each vendor can have a different new order notification template, managed as a regular

Magento Transactional Email.

9. Shipping Origin Address—This address will be used as the origin for shipping rate calculations.



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TAB: Preferences

Fields in this tab can be easily added or customized. Refer to the Customization page.

Integration1. New Order Notification Method—each vendor can choose to be notified differently. By default there are two settings:

Email notification and no notification. Add-ons can provide additional notification methods such as CSV uploads or API

calls.

2. Stock Check Method—By default there is only a Local database method that uses regular Magento stock logic or

multi-vendor stock logic if the MultiVendor add-on is installed.

3. Attach Packing Slip to Notifications—the vendors can choose to receive pre-generated packing slips attached to new

order notification emails.

4. Hide shipping amount in packing slip

5. Attach Shipping label to Notifications—a choice to generate and attach auto-generated shipping labels for the full

weight and value of the vendor’s part of the order.

6. Notify on low stock qty—notify the vendor if the stock is running low.

7. New Order Carbon Copy Emails—comma separated emails to include when sending new order notifications.

8. Handling Fee, 9. Handling Type, 10. Handling Action—each vendor can have a special handling fee.

11. Tax Regions — for US, the tax should be charged only for purchases made from the companies doing business within

the same state as the customer. Choose the states where the vendor operates for correct tax calculation.

12. Limit to zipcodes—Deliveries can be limited to specific zip codes.

13. URL key—currently used only within the MicroSite add-on to allow a subdomain for each vendor’s store. For example

URL key “barney” will yield the domain name barney.mystore.com

14. Initial Vendor Order (Shipment) Status—Set the initial shipment status when an order is placed.

15. Default shipment sort by in vendor interface—Set the default sorting. For example, if the order Id is selected all

orders will be sorted by the order Id when the Vendor accesses the portal.

16. Default shipment sort direction in vendor interface—Set if the default sorting direction should be descending or

ascending.

17. Default shipment status filter in vendor interface—Which filter should be set by default when the Vendor logs in to

the interface.

18. Logo Image—an image to be used on vendor’s product pages or landing page.



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Statement



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Shipping Labels

1. Poll Tracking API—which carrier API to use for tracking whether the package was picked up from vendor’s location by

the carrier. Currently only FedEx is implemented.

2. Label Type—which labels the vendor prefers to print—PDF (laser printer) or EPL (thermal printer, ex. Zebra LP2844)

3. Dimension Units—dimension units (Inch/Centimeter) used by the vendor

4. Default Package Length, 5. Width, 6. Height—default values to be pre-filled when the vendor generates a label from

the vendor interface. These can be changed for each package.

PDF Specific

1–6. All the settings here will affect PDF labels only.



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EPL Specific

Enable Printing DocTab—print an additional sticker on thermal labels for internal handling.

UPS Specific

1. UPS API URL—valid values are:

• https://wwwcie.ups.com/ups.app/xml/ — test server

• https://www.ups.com/ups.app/xml/ — live server

• https://onlinetools.ups.com/ups.app/xml/ — live server

2. UPS Shipper number—shipper number specific for the vendor. If left empty will use global UPS shipper number.

3. Third Party Account Number, 4. Country, 5. Postal Code—fill only if you are using a third party to pay for the

shipments



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6. Insurance , 7. Delivery Confirmation, 8. Verbal Confirmation, 9. Pickup Type, 10. Container Type, 11. Destination

Type—UPS package options

7. PDF Label Width, 13. Height—label size for PDF printouts (in units configured above)



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Endicia (USPS) Specific



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To print USPS labels you will need both Endicia and USPS accounts.

1. Endicia API URL — valid values are:

• https://www.envmgr.com/LabelService/EwsLabelService.asmx — test server

• https://labelserver.endicia.com/LabelService/EwsLabelService.asmx — live server

2. Label Test Mode—test mode

3. Requester ID—USPS account ID (usually this format: 000AAAAA0000)

4. Account ID—Endicia account ID

5. Pass Phrase—Endicia pass phrase

6–20. USPS package options



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FedEx Specific

1. Test Mode

2. User Key, 3. Password 4. Account Number, 5. Meter Number—FedEx account credentials

6–12. FedEx package options



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TAB: Custom Data

This tab is used for quick entry and editing of vendor specific text that can be used on store pages. Follow the instructions on

the tab.

TAB: Shipping methods

Here you can specify which dropship shipping methods the current vendor supports. To enable a method for the vendor,

click the checkbox on the left of the grid.

1. Estimate Carrier

• If you would like to calculate the estimate for this vendor’s method using a different carrier from the vendor’s preferred

carrier, use this column.

• For example, if the carrier uses UPS for general shipping, but you’d like to give a flat rate of $5 for Ground service level,

choose “Flat Rate” in the dropdown menu for the Ground method.

• note that for both the vendor and the customer, the shipping carrier will stay UPS, even though the calculation used a

different carrier.

2. Carrier Override

• If the vendor prefers to ship USPS as Ground, choose USPS in this column and the vendor will receive instructions to

ship using this carrier.

• The customer will see USPS in the shipping notification email as well.



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TAB: Associated Products

Here you can see which products are associated with the current vendor. Use the check boxes on the left to add or remove

the associations.

If you have the MultiVendor add-on installed, there will be additional fields for entering the Vendor SKU, Cost, and Stock Qty

specific for this vendor. The fields will be enabled for associated products only.

Vendor Portal URLBy default the vendor portal URL is located at <magento base url>/index.php/udropship

The vendor must log in through the portal URL to access the vendor portal. There the vendor can change order processing

settings, inventory specifications, and other configurations.



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Global Dropship ConfigurationGo to System > Configuration > Drop Shipping



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Configuration Sections

Administrator optionsHere the administrator can choose settings for receiving automated emails containing comments from vendors.



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1. Subscribe for extension update notifications—You can choose to receive notifications for available upgrades. We

recommend setting this to “yes.”

2. Vendor Comments Receiver (store owner)—Vendors can submit comments to the store owner. These comments will

be sent by email and saved in the order shipment history. Choose an identity that will receive these notifications.

3. Vendor Comments Email Subject—a template for the subject of vendor comment notifications.

4. Vendor Comments Template—tags are allowed for both the email subject and template:

• {{vendor_name}} — name of the vendor who submitted the comment

• {{order_id}} — related Magento order ID

• {{shipment_id}} — related Magento Shipment ID (vendor’s part of the order)

• {{vendor_url}} — direct link to vendor edit page in admin

• {{order_url}} — direct link to order view page in admin

• {{shipment_url}} — direct link to order shipment page in admin

• {{comment}} — comment text

5. Letterhead Info—Your store name and address to be printed on vendor statements

6. Letterhead Logo—Logo image to be printed on vendor statements

7. Admin Interface Theme—if you’re using a custom admin theme, enter it here

8. Show vendor rates in “Shipping & Handling Information” box of order view page—Show or hide the vendor rates.



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Vendor options

1. Local Vendor—a local or default vendor. This vendor will be selected when no vendor is associated with a product.

2. Make Available to Dropship on Order Status(es)—select one or multiple statuses that the order should reach before

notifying vendors. By default Processing.

3. Default Customer Shipment Status—which status to assign to the vendor’s part of the order once it has been

created. By default it is set to Pending.



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4. Make Order Ready to Ship on Printing Packing Slip—change order status to Ready to Ship when the packing slip is

printed.

5. Vendor Notification Email Recipient Field—If you wish to use a vendor email for notifications that is different from

the vendor login email, change the field used for the custom email address.

6. Vendor Notification Email Sender—the email from which new order notifications are sent to the vendor

7. Default Vendor Notification Template—a default template for the notification. This can be set specifically for each

vendor.

8. Shipment Comment Vendor Notification Template—a default template for shipment comment notifications that can

be set for each Vendor.

9. Default Vendor Password Reminder Template—a default template for password reminders.

10. Low stock vendor notification template—a default template for low stock notifications that can be set for each

Vendor.

11. Vendor SKU Product Attribute—An attribute to store the Vendor’s product SKU. This enables you to have a SKU for

your store and store the Vendor’s SKU.

12. Font to use in PDF—You can set which font set to use. Please note, using standard fonts will create smaller files.



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13. Attach Packing Slip to Vendor Notification—a global configuration to disable the attachment for all vendors.

14. Attach Shipping Label to Vendor Notification—same as above

15. Unique Email —if multiple vendors are using the same email to log in, set this to “no”. Email/Password combinations

are always unique.

16. Vendor Interface Theme—set a custom theme for the vendor interface.

17. Visible Preferences—which preferences vendors should be able to see and edit in the vendor interface.

18. Allowed HTML Tags for Vendor Preferences—allowed filtered tags for vendor interface preferences.

19. Master password—use this password to log in to any vendor’s account in vendor interface, using their email address.



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20. Attempt to void labels on deletion—This is only supported for UPS at the moment.

21. Allow vendors to change shipment—show/hide “Change shipment status” in vendor interface

22. Automatically complete vendor shipment when all items are shipped—set to yes, if preferred workflow is to mark

the vendor part of the order complete after the first package shipment.

23. Available system shipping methods during vendor reassign in order—Set to have all shipping methods available or

limit the available methods.

24. Allow WYSIWYG editor—Enable/Disable the editor.

25. Use autocomplete for vendor html select.

26. Hide shipping amount in packingslip—The default shipping amount display in the packing slip.

27. Restrict shipment statuses in vendor interface,

28. Show product ID in “Manage Stock” in vendor interface—Vendor interface settings.



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Customer optionsFor end-to-end transparency, the administrator can provide customers with the ability to track their items, receive

notifications when their items have shipped, and select options to keep their personal information safe from vendors. Below

are some of these settings:

1. Action on enable/disable vendor—You can set the Vendor’s products to hide if the Vendor is disabled.

2. Action on delete vendor—Specify what should happen when a Vendor is deleted.

3–4. Customer Notification—decide when to notify a customer about shipments

• When Vendor Shipment is complete—only after vendor’s part of the order has been marked complete, send a

notification.

• When Tracking ID is added—each time a tracking ID is added or shipping label is generated, a notification will be

sent to the customer

5. Tracking ID Notification Template, 6. Tracking ID Notification Template for Guests—You can set custom

notification templates for tracking. You can also have separate templates for registered users and guests.



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7. Repeat tracking poll every …—How often poll tracking should happen.

8. Poll Tracking API—globally enable/disable tracking package pickup from vendors and send notifications to customers

only when their packages were picked up (only FedEx is currently supported)

9. Estimate Total Method—Select how the estimate total should be calculated.

10. Estimate Error Action—what to do when one or more of the carriers used to calculate vendor’s shipping estimate fails

to return results.

• Fail estimate and show the error—fail the whole estimate and show the error to the customer. This is required if

you wish to resubmit the estimate request.

• Skip failed carrier call and show prices without—ignore the error and show estimates including only successfully

completed requests info.

11. Allow shipping extra charge—it’s specific to the Split-Rate add-on. Allows you to provide customer a duplicate of

shipping rates but with an extra charge, e.g when you want to provide customer some extra service in addition to

normal shipping.

12. Use Custom HTML Customer Address Template For Vendors—if you want to hide from the vendor parts of the

customer address like phone number, you can use this option. When you select “yes”, extra options such as HTML

Customer Address Template For Vendors will appear. Copy the template from the global option Configuration >

Customer Configuration > Address Templates > HTML remove phone, other lines, or add some extra information. In

vendor preferences there is a vendor specific option that allows you to override this in the global config.

13. Use Custom PDF Customer Address Template For Vendors—same as 12 but for PDFs (packing slip, Purchase order

Management Purchase order PDF)



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Vendor Statements optionsVendors can select templates and email settings for their financial statements.

1. Statement Email Sender—Magento identity that will appear as the vendor statement sender

2. Statement Email Template—a template that will be used for the vendor statement email body

3. Adjustment Comment Trigger Word—if a refund was issued and it was a vendor’s fault, you can add a comment to

the order shipment (vendor’s part), which starts with the trigger word and contains the vendor’s liability amount. This

amount will be subtracted from the vendor’s payout. The vendor will see the notification in the vendor interface for this

order as well. Example: ADJUSTMEnT.

• Example of an order shipment comment:

Product Stock options

Vendor Decision Method—choose how to decide which vendor will be used to calculate the shipping estimate and fulfill

order items.

* Always use the assigned vendor—the vendor associated with the product will always be used.

* When in stock use local, otherwise use vendor—if a product is in stock, it will be shipped from local vendor. otherwise,

send a notification to vendor. *



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MultiVendor add-on options:

• Least Packages + Lower Cost—choose the vendors based on stock availability, number of packages, and lowest cost of

goods.

• Least Packages + Geo Proximity—choose the vendors based on stock availability, number of packages, and geographic

proximity to the customer.

Miscellaneous

Email Transport—future versions will have the ability to choose installed supported third party transport

* Automatic—will use regular Magento transport (sendmail or SMTP), or a supported third party email extension

(Currently supported extensions are: Aschroder_SMTPPro, Aschroder_GoogleAppsEmail, ArtsOnIT, and AdvancedSmtp)

* Sendmail—If you use sendmail to send emails, use this option to specify -f parameter for “Return-path” envelope header.



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Error Notifications Options — Choose which error notifications you wish to receive

1. Enabled—Enable or disable Dropship Error Notifications.

2. Sender (email from identity)—Where the email should come from. This is useful if you set up a special email that

collects error messages.

3. Receiver (store owner)—Who should receive the email. Again, this is very useful for filtering error messages from

emails.

4. Label Request Failed Email Subject, 5. Label Request Failed Email Template—options for label request error

emails.



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6. Poll Tracking Failed Email Subject 7. Poll Tracking Failed Email Template, 8. Poll Tracking Limit, 9. Poll Tracking

Limit Exceeded Email Subject, 10. Poll Tracking Limit Exceeded Email Template—options for poll tracking and limit

error emails.



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Shipping Methods (Carriers) Configuration

Go to System > Configuration > Shipping Methods

Disable all the shipping methods and enable drop shipping. It is very important that in the production store only the

drop shipping method will be enabled. If customers choose other methods, the checkout/order process will skip all

uMarketplace® logic and vendors will not be notified for these orders.



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UMARKETPLACE® REFEREnCE GUIDE

Global Configuration

Administrator OptionsThe administrator can choose to oversee every step of the retail process, or automate the process entirely so that vendors

handle their own transactions.

Administrator Options System > Configurations > Drop Shipping

Vendor Comments Receiver Vendor adds comments to shipments. The administrator

will receive notifications.

Subscribe for extension update notifications Updates for new uMarketplace® Versions

Use ShipService_v12.wsdl for fedex shipping labels Set to “Yes” for the option to print labels for the SmartPost

for FedEx users

Vendor Shipment Comments Email Subject The administrator will receive an email with the vendor’s

comments in shipment. The default text can be edited.

Vendor Shipment Comments Template Vendor’s comments in the shipments email template

Vendor Po Comments Email Subject Subject of the vendor’s Po comments email

Vendor Po Comments Template The Purchase order Management add-on is required to

show the vendor’s comments in the Po email template.

Letterhead Info This letterhead will be available in every PDF statement.

Letterhead Logo Logo for the PDF statements

Letterhead Logo Aspect Ratio Logo Ratio

Admin Interface Theme Vendors can have its own theme. In case Microsite add-on

will be used, “Yes” needs to be set in the MicroSite options

> Enable “System View” menu item in the vendor portal

Show vendor rates in “Shipping & Handling Information”

box of order view page

Show the shipping rate breakdown by vendor in the

“Shipping & Handling Information” box of the order view

page

Use “select … for update” to check if order already split to

pos

Set to “Yes” in case the administrator has duplicate Pos



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Vendor OptionsThe vendor has a wide array of configuration options that allow for either automated or manual selling. For larger stores,

vendors can choose to have shipment statuses automatically change based on the completion of certain actions. For smaller

stores, vendors can choose to change the shipment statuses manually. Here is a list of some of the available configurations:

Vendor Options

Local Vendor List of Vendors from which the administrator will choose the

local vendor. The Local Vendor will be used if the product/

vendor is not defined. The Site owner should use a Local

Vendor to process its own warehouse orders

Make Available to Dropship on order Status(es) orders Status(es) that will trigger Purchase order creation

Change order status after Pos generated once a Po is created, the order status can be changed to any

options defined in this configuration. A custom order status

can be created under System > order Statuses > Create new

Status

Strict mode of “Change order status after Pos generated” Please refer to the note below this configuration in the Admin

Default Customer Shipment Status Shipment Status, when created automatically

Make order Ready to Ship on Printing Packing Slip If Yes, then once Vendor has opened the Packaging Slip the

shipment status changes to “Ready to Ship”

Vendor notification Email Recipient Field Vendor Field, which contains email address to be used for

notification emails

Vendor notification Email Sender The email address from which the notification Email will be

sent

Default Vendor notification Template Transactional Email Template

Shipment Comment Vendor notification Template Transactional Email Template for Admin shipment comments

Default Vendor Password Reminder Template Transactional Email Template for password reminder

Low stock vendor notification template Transactional Email Template for low stock notification

Vendor SKU Product Attribute A Vendor SKU Product Attribute contains the vendor’s SKU

to be used instead of the Magento native SKU in the vendor

portal order view, packaging slip, and vendor notification

Special Cost Product Attribute This attribute acts as a special price for the product’s cost.

This is to be used when case-specific sale dates are defined.

For those who use cost product attribute to pay vendors



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Vendor Options

Font to use in PDF Font to be used in packaging slip and Purchase order

Management PDF. Standard fonts will yield much smaller file

sizes

Attach Packing Slip to Vendor notification If Yes, then the PDF will be attached to the order notification

email

Attach Shipping Label to Vendor notification If Yes, then the shipping label will be attached to the vendor

notification email

Unique Email If Yes, then each vendor should have its own unique email

Unique Vendor name If Yes, then each vendor should have its own unique name

Vendor Interface Theme Vendor Portal Theme

Visible Preferences Preferences, which can be modified by vendors in the Vendor

Portal

Allowed HTMLTags for Vendor Preferences HTML Tags allowed in the text area preferences in the Vendor

Portal

Master Password The Master Password that allows the Administrator to access

any vendor’s account in theVendor Portal

Allow vendors to change shipment status manually If Yes, then vendors are allowed to change shipment status

manually

Attempt to void labels on deletion If Yes, then labels will be marked Void upon deletion

Automatically complete vendor shipment When a tracking number is manually added by a vendor. If

no, then the shipment status will not change. otherwise the

status will be changed to “Shipped.” If FedEx labels have poll

tracking enabled and “At least one item shipped” is chosen,

then the shipment status will change to “Shipped” once one

track is picked up. If “When all items are shipped” is chosen

then the shipment status will change to “Shipped” once all

tracks are picked up

Available system shipping methods during vendor reassign

in order

For the MultiVendor Add-on, the shipping method can be

changed during an order reassignment.

Allow WYSIWYG editor If Yes, vendors are allowed to use the WYSIWYG editor

in vendor preferences and in the vendor’s product

modifications



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Vendor Options

Use autocomplete for vendor html select If Yes, then the Text Box will appear in areas where vendors

are chosen. The Text Box will allow you to choose a specific

vendor by typing the name of the vendor

Hide shipping amount in Po PDF If no, then the shipping amount is visible

Hide shipping amount in packing slip If no, then the shipping amount is visible

Restrict shipment statuses in vendor interface If no, there is no limit to the number of times shipping

statuses can be changed by the vendor. If Yes, only limited

shipping statuses will be available and can be chosen in

“Available shipment statuses in vendor interface”

Restrict Po statuses in vendor interface For Purchase order Management add-on. If no, there is no

limit to Po statuses to be changed by the vendor. If Yes, only

limited Po statuses will be available and can be chosen in

“Available Po statuses in vendor interface”

Show product ID in “Manage Stock” in vendor interface If Yes, then show product ID in “Manage Stock” in vendor

interface

Always allow generate labels for these system carriers Allow shipping labels to be generated using chosen shipping

carriers even if the Po is using a different shipping carrier

Allow use of all Po uMarketplace method associated

system carriers when generating label

Used when generating labels. If Yes, then the system will

allow you to choose any system carrier from the shipping

carriers associated with the uMarketplace method used when

the order was placed

Allow use of all carrier methods when generating labels If no, then only shipping methods associated with

dropshipping are allowed. If Yes, then all shipping methods

are allowed

Allow forced Po status change Purchase order Management add-on required. If no, Po

status can not change to shipped unless all Po shipments

have a status of “shipped” or “delivered”. If Yes, then Po

statuses can be changed

Default custom text on the bottom of packing slip The text defined in this field will appear on the bottom of the

page on all packing slips

Show totals in vendor portal order view If Yes, the statement total will be shown in the order view in

the Vendor Portal



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Purchase Order OptionsHere, the administrator can choose to send invoices when an order has completed. The user can choose statuses to

correspond to particular actions.

Purchase Order Options Purchase Order Management add-on is required

for all of the following configurations in the Purchase Order

Options:

Auto invoice shipment If Yes, then the shipment invoice will be created when the

shipment reaches a status defined in the next configuration. If set

to “Trigger whole order invoice” then the invoice will be created

for the whole order once one of the shipments reaches the status

that is configured in the next line

Auto-Invoice on these shipment statuses Define shipment statuses corresponding to your workflow

Default Virtual Po Status Default status for the orders containing virtual items only

Default Po Status Initially the Po will have a status defined here

Po Increment Type If “Magento native”, the Po ID will have a separate number. If

set to “order Based”, the Po increment ID will be determined by

the following pattern: <order increment id>-<Po ordinal number

within order>

Shipment Increment Type If “Magento native”, the shipment ID will have a separate number.

If “order Based”, the shipment increment ID will be determined

by the following pattern: <order increment id>-<shipment ordinal

number within order>. If “Po Based” shipment increment ID will

be determined by the following pattern <order increment id>-<Po

ordinal number within order>-<shipment ordinal number within

Po>

Attach Po PDF to Vendor notification If Yes, a Po PDF will be attached to the Vendor notification email

new Po Vendor notification Template Transactional email to be used for the Po notification email

Po Comment Vendor notification Template Transactional email to be used for Po comment notification email

Allow change costs when manually creating Po If Yes, the product custom cost can be defined when the Po is

created manually

Default custom text on the bottom of purchase order

PDF

The text defined in this field will appear at the bottom of the page

on all Po PDFs



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Vendor Statements OptionsThe vendor can determine how financial statements are generated for sales. In addition to generating statement email

records, the vendor can choose to incorporate commissions, taxes, and shipping costs in the final sale price and account for

all transaction variables.

Vendor Statements Options

Action on enable/disable vendor If “Enable/Disable vendor product” then the vendor product

status will be synchronized with the vendor’s status. If Enabled,

then all products are enabled. If Disabled, then all products will

be disabled

Action on delete vendor Choose the correct option for vendor’s products once vendor is

deleted

Customer notification on Shipment Completion If Yes, a shipping notification email will be sent to customer

when the shipment status changes to “Shipped”

Customer notification on Tracking ID If Yes, then notification email with shipment and tracking info

will be sent to a customer when the vendor adds a tracking ID

or generates a shipping label

Tracking ID notification Template A transactional email template used to send notification

emails (referred in “Customer notification on Tracking ID”) to

registered customers.

Tracking ID notification Template for Guests A transactional email template used to send notification emails

(referred in “Customer notification on Tracking ID”) to guests.

Repeat tracking poll every … How often poll tracking occurs

Poll Tracking API If Yes, the poll tracking will be turned on.

Estimate Total Method If “Sum of order vendor estimates”, then on checkout, during

shipping calculations, the shipping rates will be added based on

vendor rates to produce the total shipping rates.

If “Maximum of order vendors estimate ”, then the

maximum amount will be used from all vendor rates

Purchase order Management add-on required. If no, Po status

can not change to shipped unless all Po shipments have a

status of “shipped” or “delivered”. If Yes, then Po statuses can

be changed



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Vendor Statements Options

Estimate Error Action If “Fail estimate & show error” and if no rates are available from

vendors, then “no rates are available” will be displayed.

If “Skip failed carrier call & show prices without” then vendors

with no returned rates will be skipped in total shipping charges

Allow shipping extra charge If Yes, then the vendor can apply extra shipping charges in the

checkout

Use Custom HTML Customer Address Template For

Vendors

If Yes, a vendor can use custom HTML templates for customer

addresses. Default data can be copied from Configuration >

Customer Configuration > Address Templates > HTML then

modifications can be made in “HTML Customer Address

Template For Vendors”

Use Custom PDF Customer Address Template For

Vendors

If Yes, a vendor can be configured to use the custom PDF

template for customer addresses. Default data can be copied

from Configuration > Customer Configuration > Address

Templates > PDF then modifications can be done in “PDF

Customer Address Template For Vendors”

Vendor Vacation Message The message to be displayed on the cart page next to the

products when a vendor is on vacation



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Customer OptionsHere the administrator can configure options to notify customers when their items have shipped and allow customers to

track their shipments.

Customer Options

Default “Tax In Payout” If “Include”, the vendor Po tax amount will be added to the

statement total

If “Exclude but Show”, the tax amount will appear in the

statement but will not be added to the total payout

If “Exclude and Hide”, the tax amount will not appear in the

statement and not affect the total

Default “Shipping In Payout” If “Include”, the vendor Po shipping amount will be added to

the statement total

If “Exclude but Show”, the shipping amount will be shown in

the statement but not added to the total payout

If “Exclude and Hide”, the shipping amount will not appear in

the statement and will not affect the total

Default “Statement subtotal calculation based on” If set to “Price”, then the subtotal is the price the customer

paid minus the commissions plus the transaction fee

If “Cost”, you will need to set up costs per product. The

subtotal is the cost minus the commissions configured plus

the transaction fee.

Default Statement on following Po statuses Set up required statuses to include in the vendor order

statements that reach the configured status (used if

“Statement calculation based on” = Po)

Default “Statement calculation based on” To control which records to pay the vendor there is a global

configuration. Select the one that fits your case or agreement

with the vendor

Default “Statement on following shipment statuses” To set up required statuses to include in statements, the

vendor orders must have a configured status (used if

“Statement calculation based on” = Shipment)

Enable Refunds If Yes, the system will automatically try to locate refunded

vendor Po items and reduce the statement total accordingly

Customer options



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Product Stock OptionsYou have a variety of options for handling low inventory product stocks. Among other options, you can choose a backup

vendor for a vendor who has ran out of inventory, or use the Price Comparison Add-on to hide out-of-stock vendors.

Product Stock Options

Vendor Decision Method If “Always use assigned vendor” only one vendor can be used to

supply a product and Magento product stock is used to track this

vendor’s inventory

“When in stock use local, otherwise use vendor” is a fallback

method.

A local vendor is defined in the global configuration: Configuration >

Drop Shipping > Vendor options > Local Vendor

Magento stock is managed for local vendors only. Local vendor can

handle all products. A second vendor that can handle products is

defined

in “Dropship vendor” product attribute. This is used only when the

local vendor does not have a desired qty in stock.

non-local vendors that are defined on the product level are

supposed to have unlimited stock. (At least, they are treated so by

uMarketplace).

It’s not possible at that level to manage stock for non-local vendors

(backup or fallback)

because Magento stock is already used to track local vendor

inventory.

The MultiVendor add-on is required for “Multi Vendor: Least

Packages + Lowest Cost” option will decide who will serve the

product in cart based

on (in priority order) the following rules:

1) stock availability

2) least packages produced

3) summary order cost (costs taken from vendor level)

Multivendor add-on also adds ability to manage product stock

separately for each vendor specified in “Dropship vendors” tab in

product edit or “associated products” tab in vendor edit page



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Vendor Decision Method For Reassign The MultiVendor add-on is required. The configurations are the same

as the configurations in the Vendor Decision Method. However, the

configurations only apply to the orders created from the Admin area

when the shipment’s vendor is reassigned. If the AdvencedPo add-

on is used, you must manually created Pos.

Hide vendors that failed stock check on admin area

Create Po page

Purchase order Management add-on is required. If Yes, then it will

hide vendors that failed the stock check on the “manual create Po”

page

Skip Stock Check For Reassign The Purchase order Management or MultiVendor add-on is required.

If Yes then allow to select any vendor during shipment vendor

reassign or manual create a Po in the Purchase order Management

add-on. Stock check results are not taken into consideration

Skip Bundle “Ship Separately” limitation By default to allow bundle items to be shipped separately, all bundle

specific options should be dynamic (Price, Weight, Ship Separately).

This option skips that limitation and only “Ship Separately”

considered. While using this option make sure the shipping

calculation methods does not rely on weight. Also, in some cases it

could lead order/invoice totals to be calculated incorrectly. Use this

option with caution

Split Bundle by vendors If Yes and bundle configured to ship separately and multiple vendors

ship bundle simple products, it is possible to create separate cart

items on checkout represent each separate vendor. This is a useful

feature for SplitRate add-on users

Show vendor sku column in the vendor portal

stock section

If Yes, vendor SKU column will be visible

Stick microsite products in cart Microsite add-on is required. If Yes and product added to cart from

vendor’s microsite, it will use that vendor regardless decision method

If Yes & display vendor then same as Yes, in addition vendor’s name

will be displayed in cart item row

If Yes (only when in stock) then same as Yes and vendor stock

possess required quantity

If Yes (only when in stock) & display vendor then the same as Yes,

vendor stock possess required quantity, in addition vendor’s name

will be displayed in cart item row



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Default status for product multivendor data When a new vendor starts to sell existing products, a line with the

new offer is added in the “dropship vendors” tab in the product edit

admin.

Status of the offer will depend on the selection

Hide out of stock vendors Price comparison Add-on is required. If no, will show out of stock

vendors in vendors offers table in product view page. If Yes, will hide

them

Default status for product multivendor data When a new vendor starts to sell existing products, a line with the new offer

is added in the “dropship vendors” tab in the product edit admin.

Status of the offer will depend on the selection

Hide out of stock vendors Price comparison Add-on is required. If no, will show out of stock vendors in vendors offers

table in product view page. If Yes, will hide them



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MicroSite OptionsAllow vendors to register as new sellers and sell products through individual MicroSites hosted on the main site.

MicroSite Options Microsite add-on is required

Enable “System View” menu item in vendor portal If Yes, System View will be available in vendor portal for

limited access to Magento admin area, where each vendor

can modify its own products and create new products

Subdomain level to use for vendor Setting the level of the subdomain for vendor’s landing

page URL. Vendor URL key, which can be set in Vendors

Preferences, will be used as an unique variable to identify

the vendor’s landing page

Landing page title Title of the vendor’s landing page. To insert vendor’s name

use [vendor_name]

Use this vendor as a template for new registrations To eliminate repeating common vendors configurations,

admin can create vendor with basic configurations. Selected,

in this option, vendor’s values will used as a template for a

new registrations.

Update Store Base URL If Yes, all links on the vendor’s landing page will be based

on vendor landing page URL

Automatically approve vendor applications If no, all registrations need an approval by Admin

If Yes, all registrations will be automatically converted to

vendor accounts with inactive status

If Yes and Activate, same as Yes, but vendors accounts will

be active and ready to use

Skip confirmation email MicrositePro Version add-on is required.

If no, upon approval vendor will receive email with the link

to confirm his email address

If Yes, no confirmation required. Vendor receives welcome

email and his account ready to be used

Registration Confirmation Email Template The template for the confirmation email sent to vendor

upon completing the registration. Approval is pending by

the Admin

new Vendor Confirmation Email Template The template for the email sent to vendor with the link to

confirm vendor’s email address



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MicroSite Options Microsite add-on is required

new Vendor Reject Email Template The template for the email sent to vendor upon rejection of

the registration

new Vendor Welcome Email Template The template for the email sent to vendor upon approval of

the registration. The vendor’s account is created and active

Carriers to allow during vendor registration Carriers selected here, produce the list from which vendor

can choose its own preferred carrier during the registration

process

new Registrations Receiver(s) Admin email addresses that will be notified about new

vendor registrations. Multiple email addresses should be

separated by coma

new Registrations Email Subject Subject of the new vendor registration email, which sent

to the email addresses defined in new Registrations

Receiver(s)

new Registrations Template new vendor registration email template sent to the email

addresses defined in new Registrations Receiver(s)

Staging Website Website, which will be associated with products created by

vendor from System View menu

Product attributes to HIDE from vendors Attributes selected here will not be visible to the vendor

Show all vendor products on frontend

(including multivendor associations)

MultiVendor add-on is required.

If no, then vendor landing page will only display products,

which associated using Dropship Vendor attribute

If Yes, landing page will display products, which associated

using Dropship Vendor attribute and with vendor offers in

Dropship Vendor Tab

in Product Edit



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MiscellaneousEmail Transport If site owner uses third-party to send emails in Magento and integration is not working with

uMarketplace, the “Sendmail” option should be chosen to send emails



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Poll Tracking Error Notifications OptionsPoll Tracking allows the administrator and the customer to track whether a package was shipped from a vendor’s location.

Here you can set error notifications to account for times when poll tracking was not successful.

Enabled If Yes, the error notifications email will be sent to Admin

Sender (email from identity) Email of the sender of the error notification email

Receiver (store owner) Email of the receiver of the error notification email

Label Request Failed Email Subject Subject of the email send if error occurred during the generating label

process

Label Request Failed Email Template Template of the email send if error occurred during the generating label

process

Poll Tracking Failed Email Subject Subject of the email send if error occurred during the poll tracking

process

Poll Tracking Failed Email Template Template of the email send if error occurred during the poll tracking

process

Poll Tracking Limit number of attempts to retrieve poll tracking information

Poll Tracking Limit Exceeded Email Subject Subject of the email send if number of attempts to retrieve poll tracking

information is exceeded

Poll Tracking Limit Exceeded Email Template Template of the email send if number of attempts to retrieve poll

tracking information is exceeded



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PayPal Payout OptionsAdd secure payments through PayPal using the Vendor Payments add-on.

Payout PayPal Options Vendor Payments add-on is required

Test Mode If Yes, testing mode for testing PayPal will be turned on

Use IPn to complete payout If Yes, IPn verification is turned on. Siteowner’s PayPal account IPn configuration

section should have the following callback URL configured <magento base url>/index.

php/udpayout/paypalipn

Account Email Siteowner’s PayPal account email address

Username PayPal API username

Password PayPal API password

Signature PayPal API signature



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Orders Batch OptionsOrders Batch Options Vendor System Integration add-on is required

Default Email Sender Email address from which the Vendor System Integration add-

on order’s exports will be sent if location configured as email

address

Default Email Subject The subject of the email from which Vendor System

Integration add-on order’s exports will be sent if location

configured as email address

Default Export orders Filename Default name of the file to be used in case file name is not

used in location

Export on Po Statuses List of statuses, which Po have to reach in order to be ready

to be exported

Save inventory import data in batch Multivendor add-on is required

if Yes, then import file data will be saved in the database

If import by vendor sku and it maps to multiple products Multivendor add-on is required

if Vendor’s SKU in import file maps to multiple products

choose the right action

Allow import new vendor/product association with

inventory import

Multivendor add-on is required

If import file contains references to products not associated

with vendor

if Yes, it will create new association

if no, will skip the row

Replace new line with custom char in fields during export This supports only fields with simple format [var.name]

(Magento CMS templating conventions {{var var.name}} not

supported)

Custom templates for manual import Create predefined templates, which can be used for manually

created tracking or inventory batch import instead of one

defined in vendor preferences



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Tier CommissionIn addition to enabling flat-rate commissions, the uMarketplace suite supports the creation of flexible tiered commissions

based on product type, category, SKU number, and vendor.

Tier Commission uMarketplace® Extension

Parent category for tiered categories Parent category created for tier commissions is selected here

Match Subcategories if Yes, will search for match in subcategories recursively. If no,

will look for exact assignment in one of tiered subcategories

Commission fallback lookup method if Vendor First, per vendor settings will be looked first. If Tier

First, tier settings will be used as main priority

Product attribute code for “Commission percent” Code of the attribute which holds commission percent if

specific per product

Product attribute code for “Tier Fixed Rate (per item)“ Set per product fixed rate (instead of tier fixed rate)

Default Commission Percent Set default commission percent for vendor who uses

percentage set up

Tiered Rates Define specific tiers set up for each category

Fixed Rates Calculation Type Set the transaction fee calculation process

Fixed Flat Rate (per Po) [old transaction fee] Set the amount, by which the statement total for each vendor

Po will be reduced by

Rule for Fixed Rates Set the rule (cart line property) by which proper fixed amount

is determined.

Rule Based Fixed Rates Fixed amount in table is defined depending on the rule value

set in Rule for Fixed Rates



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Vendor Rating OptionsInstall the VendorRating add-on to allow customers to rate and review vendors.

Vendor Rating Options VendorRating add-on is required

Allow customer review on the following statuses Customer will be able to leave the review regarding shipping

when shipping reaches the status(es) selected here

Delay in days to send “Email notification / Follow up

emails”

once shipment reaches status selected in “Allow customer

review on the following statuses”, set the number of days

on which to send shipments review reminder email to a

customer. The days should be separated by comma, for

example 3,5,7.

If customer left the review, the notification will not be sent

again.

Customer notification Template Shipments review reminder email template



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Vendor Preferences

Vendor InfoGive vendors the opportunity to register on the site, select preferred carriers, receive customer comments and reviews, and

start selling products.

options with red * asterisk must be configured

Vendor Name Name of the Vendor

Status If Active, vendor can sell products and login into Vendor Portal.

If Inactive, vendor will be able to sell products and access Vendor Portal.

If Inactive and Multivendor add-on, vendor will not be able to sell, but will

be able to access Vendor Portal.

If Inactive and Microsite add-on, vendor’s landing page will not be visible.

Vendor will be able to access Vendor Portal.

If Disabled, vendor products will be automatically disabled and vendor

cannot access Vendor Portal. To set products to be automatically disabled,

Configuration > Drop Shipping > Customer options > Action on enable/

disable vendor will have to be configured.

If Disabled, and Multivendor add-on, then vendor will not be able to sell

and will not be able to access Vendor Portal.

If Disabled and Microsite add-on, vendor’s landing page will not be visible

and vendor can not access Vendor Portal

If Rejected and MicrositePro add-on, vendor will received a reject email with

the reason. The Reject Reason can be defined in the text area,

once Rejected status is chosen as well as either Reject email should be send

or not. Vendor can not access Vendor Portal

Send Confirmation Email Status “Active” and if Yes and MicrositePro add-on, email with confirmation

link will be sent to vendor. The Vendor Portal will not be accessible until

vendor confirms the email address.

Preferred Carrier Carrier which will be used to determent the system shipping method

associated with dropship method

Vendor edit > shipping methods tab > “estimate carrier” or “carrier

override” = “* use default”

Vendor Email Vendor’s email which can also be used as the username to login into

Vendor Portal



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Vendor Name Name of the Vendor

new Password Admin have an ability to change vendor’s password. If empty, password will

not be changed

Vendor Telephone Vendor’s telephone number. Some carriers do require telephone number

for proper shipping label generation

Vendor Fax Vendor’s Fax

notification Template Transactional email to be used for new order notification email, If “Use

default configuration”, uses default template. other templates can be set in

System > Transactional Email

Is Featured PriceComparison Add-on is required. If Yes, vendor will be highlighted and

placed at the top of the vendor’s offer table

Vacation Mode uMarketplace® extension. If not set to Vacation, the vendor is operating

normally.

If set to “notify Customer on Availability”, the cart page product row will

contain a message with the future shipping date. Vacation end date needs

to be set.

If set to “Disable Products”, products will have “Vacation” status and will not

be visible on the frontend. Vacation end date needs to be set

Allow customers review/rate vendor If Yes, customers will be able to leave the review and rate vendor



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Shipping Origin AddressVendors must add their addresses to generate shipping labels based upon their locations.

Shipping Origin Address Will be used as origin during shopping cart rates calculation and generate shipping labels

Attention To Will be used as vendor Contact Person name when generate shipping

labels. And in statement PDF

Street Street of vendor origin

City City of vendor origin

Zip / Postal code Postal code of vendor origin

Country origin country

State origin state (if applicable to country)



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Billing AddressSame as Shipping If “Yes”, shipping address will be used for billing too (i.e. in vendor statements)

If “no”, billing address could different from shipping



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Batch Orders ExportExport orders Method if no Export, no export will be executed

if Manual only, batch export can performed if the batch export is

created manually in Sales > uDropShip > Batch Import/Export >

Batches > Create order Export Batch

if Auto Scheduled, batch records will be exported by schedule

if Instant, once Po is created, batch record will be created and Po

will be exported

if Instant by Status, once Po reaches the status set in Configuration

> Drop Shipping > Orders Batch Options > Export On Po Statuses,

it will be exported

Export orders Adapter Default Adapter is a CSV adapter. Customization is possible.

Export orders Schedule Generic Cron format: https://en.wikipedia.org/wiki/Cron

Export orders Destination Locations Possible to set up multiple locations strings, each on a separate line.

Export Per Po If Yes, for each Po separate file will be created

if no, all Pos will be exported into one file

Export orders Header Export file header

Export orders Template The Site Admin creates a template using codes based on which

export file will be generated.

Use order Items Separate Template If no, export order template will be rendered multiple times

depending on quantity of Po items

if Yes, export template will be rendered once for Po and for each

Po item, data will be exported by order Items Separate Template

order Items Separate Template, if Yes in

Use order Items Separate Template

Used per Item, if general order info have to be placed on first line

and item specific data needs to be rendered on each separate line

order Items Footer Template, if Yes in

Use order Items Separate Template

Used for separating order data in export file

Change Po status on export once Po exported, status can be changed automatically. To prevent

the order to be exported multiple times, it should not intersect

with statuses set in Configuration > Drop Shipping > orders Batch

options > Export on Po Statuses



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Batch Orders ImportImport orders Adapter Default Adapter reads a CSV adapter. Customization is

possible

Import orders Method if no Import, no import will be executed

if Manual only, batch import can be performed if batch

import created manually in Sales > Dropship > Batch

Import/Export > Batches > Create Tracking Import Batch

if Auto Scheduled, batch records will be imported by

schedule

Import orders Schedule Generic Cron format: https://en.wikipedia.org/wiki/Cron

Import orders Source Location Example locations

Use wildcard in source location If no, locations have to correspond to the specific file

if Yes, Unix shells glob format can be used in location

http://en.wikipedia.org/wiki/Glob_(programming). Files,

which corresponds to the last part of location can be

imported

Import only recent files (track location files timestamps) If Yes, new files, created after the last import, will be

imported

if no, files which corresponds to location will be imported

Action on imported file If no Action, no action after import

if Delete, after import delete file

if Rename, after import rename file

if Move, after import move file

if Rename + Move, after import rename and move file

Import orders Template The Site Admin creates a template using codes based on

which import file will be parsed to retrieve the data

Import orders Field Delimiter Each line of data need to be separated by the delimiter set

here

Change Po status on import once Po imported, status will be changed automatically

Skip first row in import file If Yes, if first row is header, then it will be skipped

if no, first row will be included



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Inventory ImportHere you can set up schedules to import inventory and index new products into the store.

Import orders Adapter The Default Adapter reads a CSV adapter. Customization is

possible

Import Inventory Method If no Import, no import will be executed

if Manual only, batch import can be performed if a batch

import is created manually in Sales > Dropship > Batch

Import/Export > Batches > Create Inventory Import Batch

if Auto Scheduled, batch records will be imported by schedule

Import Inventory Schedule Generic Cron format http://en.wikipedia.org/wiki/Cron

Import Inventory Source Location Example locations

Use wildcard in source location If no, locations have to correspond to the specific file

If Yes, Unix shells glob format can be used in location

http://en.wikipedia.org/wiki/Glob_(programming). Files, which

corresponds to the last part of location can be imported

Import only recent files (track location files timestamps) If Yes, new files, created after the last import, will be imported

If no, files that correspond to locations will be imported

Reindex Type If Realtime, updated after the import products will be

reindexed

If Full, all products will be reindexed

if Manual, reindexing will have to be manual

Action on imported file If “no Action”, no action after import

If Delete, after import delete file

If Rename, after import rename file

If Move, after import move file

If Rename + Move, after import rename and move file

Import Inventory Template The site Admin creates a template using codes based on

which import file will be parsed to retrieve the data.

Import Inventory Field Delimiter Each line of data needs to be separated by the delimiter set

here

Skip first row in import File If Yes, if first row is the header, it will be skipped

If no, the first row will be included



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IntegrationUse this section to configure purchase order logistics and keep track of product inventory.

new order notification Method Purchase order Management add-on is required

If no notification, no action

If Email notification, once Po is created, email notification will be

sent to vendor

If Email notification by Status, once Po reaches the status, email

notification will be sent to vendor

The status is set in notify vendor on Po Status

Stock Check Method Vendor’s inventory will be checked, if MultiVendor add-on then in

dropship vendor tab, otherwise in inventory tab in product edit.

Customization is available.

Attach Packing Slip to Notifications If Yes, packing slip will be attached to new order notification

if no, no attachment

Attach Po PDF to notifications If Yes, Po PDF will be attached to new order notification

if no, no attachment

Hide shipping amount in PO PDF If No, shipping amount will be hidden

If Yes, shipping amount will not be hidden

If Use Config, use global configurations in Configuration > Drop

Shipping > Vendor options > Hide shipping amount in Po PDF

Hide shipping amount in packingslip If no, shipping amount will be hidden

If Yes, shipping amount will not be hidden

If Use Config, use global configurations in Configuration >

Drop Shipping > Vendor options > Hide shipping amount in

packingslip

Attach Shipping Label to notifications If no, no attachment

If Yes, shipping label will be attached to order notifications and

additionally carrier need to support label printing (ups, usps,

fedex) vendor preference > Shipping Labels > Label Type — need

to be non empty (PDF or EPL) and valid carrier credentials filled in

proper section of vendor preference



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notify on low stock qty If Yes, low stock notification email will be sent to vendor if

quantity reaches the number set in Low stock qty.

Custom transaction email could be selected here Configuration

> Drop Shipping > Vendor options > Low stock vendor

notification template

If no, no action

new order Carbon Copy Emails Copy of order notification emails can be sent to the email

addresses listed here

Handling Fee If Default System Rules, use handling system carrier’s

configurations which is used for rates calculations

if Simple Custom Rules, custom handling amount can be

configured in Simple Handling Fee (fallback for advanced)

Calculation formula will be determent based on Handling Type +

Handling Action configurations

If Advanced Custom Rules, advanced condition have to be set in

Advanced Handling Rule and Advanced Handling Config

Use Simple Handling Fee (fallback for advanced) if no advanced

rules are set

Handling Type If Fixed, a fixed value will be added to the shipping amount. Value

is set in previous configuration

if Percent, percent of shipping amount to be added shipping

amount. Percent is set is previous configuration

Handling Action A Per order handling amount will be added to the shipping

amount for the vendor sub-cart once per Package, most system

carriers have Maximum Package Weight, which determents

number of packages in vendor sub-cart

if sub-cart have multi packages, fixed value will be added multiple

times

Allowed Countries Countries, where vendor can deliver their products. If the country

is not on the list, the message will appear

Limit to zip codes Zip codes, where vendor can deliver their products. See examples

below the text area

URL key Microsite add-on is required. Vendor URL key to be used for

vendor’s landing page



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Initial Virtual Po Status Purchase order Management add on is required. Initial status

for the virtual product PO global configurations can be set in

Configuration > Drop Shipping > Purchase Order Options >

Default Virtual PO Status

Initial PO Status Purchase Order Management add on is required. Initial status for

the PO

global configurations can be set in Configuration > Drop Shipping

> Purchase Order Options > Default PO Status

Initial Customer Shipment Status Set the status for the newly created shipment

global configurations can be set in Configuration > Drop Shipping

> Vendor Options > Default Customer Shipment Status

Default Po sort by in vendor interface Set the field for Po sort order for vendor portal dashboard

Default Po sort direction in vendor interface Set sort order direction

Default Shipping Method Pattern SplitRate add-on required. Regular expression pattern to be

matched against system method title to determent default

shipping methods selection

Logo Image Image to be displayed on vendor’s landing page

Use Vendor specific custom text on the bottom

of packing slip

If Use Config, text will be displayed at the bottom of packing slip.

Global configuration to be set in Configuration > Drop Shipping >

Vendor options > Default custom text on the bottom of packing

slip

If Yes, text to be displayed at the bottom of packing slip can be

customized in Vendor specific custom text on the bottom of

packing slip

If no, no action

Use Vendor specific custom text on the bottom

of purchase order PDF

If Use Config, text will be displayed at the bottom of Po PDF.

Global configuration to be set in Configuration > Drop Shipping >

Purchase order options > Default custom text on the bottom of

purchase order PDF

If Yes, text to be displayed at the bottom of Po PDF can be

customized in Vendor specific custom text on the bottom of

purchase order PDF

If no, no action

Show totals in vendor portal order view If Yes, Po total amounts to be used for statement calculations will

be displayed in order view box in Vendor Portal

If no, no total amount will be displayed



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CustomerUse Custom HTML Customer Address Template For Vendors If Yes, vendor can be configured to use the custom HTML

template for customer address. Default data can be copied


Templates > HTML then modifications can be done in

“HTML Customer Address Template For Vendors”

Use Custom PDF Customer Address Template For Vendors If Yes, vendor can be configured to use the custom PDF

template for customer address. Default data can be copied


Templates > PDF then modifications can be done in “PDF

Customer Address Template For Vendors”



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StatementStatement A statement is a financial document (report) that accommodates vendor orders for a period of

time calculated according to configuration options. (See the “Statements and Payouts” section of

the user guide for details.)



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PayoutPayout A payout provides the channel through which vendors receive payments. The Pay-out Add-on

is required for this feature. Vendors can set up automatic or scheduled payouts through PayPal.

(See the “Statements and Payouts” section of the user guide for details.)



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Shipping LabelsPoll Tracking API If Disable, no action

If Use label carrier, polling will be done based on shipping method of shipment

If FedEx, will be used for polltracking

If Webshopps FedEx, will be used for polltracking

Label Type If no label, labels will not be printed

If PDF, labels will be printed in PDF format

If EPL, labels will be printed in EPL format

Dimension Units Set package dimension units

Default Package Length Set package length

Default Package Width Set package width

Default Package Height Set package height



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PDF SpecificPDF Page Size Set page size

PDF Page Width Set page width

PDF Page Height Set page height

PDF Label Rotation Set label rotation

PDF Label Left offset Set label left offset

PDF Label Top offset Set label top offset

EPL SpecificEnable Printing DocTab If Yes, printing is enabled

If no, printing is not enabled

UPS SpecificUPS Specific Please refer to the UPS documentation for configurations

settings or contact UPS support

USPS SpecificEndicia (USPS) Specific Please refer to the Endicia documentation for configurations

settings or contact Endicia support

FedEx SpecificFedEx Specific Please refer to the FedEx documentation for configurations

settings or contact FedEx support



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MicrositeVendors can have personal product sites configured within uMarketplace.

Microsite Microsite add-on is required

Shop Description Description to be displayed on vendor’s landing page

Landing page title Vendor’s landing page title

CMS Landing Page MicrositePro add-on is required. Choose the CMS page to

be used for landing page

Default Product Promo Title Price Comparison add-on is required. Title to be displayed

in price comparison table on product page, if vendor title

is not configured in Dropship Tab of Product Edit in Admin

area

Enable Manage Products functionality Enable or disable system view in Vendor Portal

Limit Websites If using system view functionality this will allow to limit

websites with which vendor can associate his products

Limit Categories Enable or disable categories to be selected by the vendor. If

no, no limit



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Vendor Portal Product EditManage inventory, shipping methods, and vendor-to-customer relations.

Vendor Portal Product Edit

Use custom value for global “Unpublish vendor product on

following changes”

If Yes, custom per vendor configurations set in “Unpublish

vendor product on following changes” will be used instead

of global configurations in Configuration > Vendor Products

Edit > General > Unpublish vendor product.

if no, use global configurations Configuration > Vendor

Products Edit > General > Unpublish vendor product

Use custom value for global “Allowed types of product” If Yes, custom per vendor configurations set in “Allowed

types of product” will be used instead of global

configurations in Configuration > Vendor Products Edit >

General >Allowed types of product.

if no, use global configurations Configuration > Vendor

Products Edit > General >Allowed types of product

Use custom value for global “Inventory Manage Stock”> per vendor config for Magento native set in Configuration >

Inventory > Product Stock Options

Use custom value for global “Inventory Backorders”> per vendor config for Magento native set in Configuration >

Inventory > Product Stock Options

Use custom value for global “Inventory Qty for Item’s Status

to Become out of Stock”>

per vendor config for Magento native set in Configuration >

Inventory > Product Stock options

Use custom value for global “Inventory Minimum Qty

Allowed in Shopping Cart”>



Use custom value for global “Inventory Maximum Qty

Allowed in Shopping Cart”>



Returns FedEx Specific> use global “Configuration > uReturns” or per vendor

configurations for returns label printing

Returns Endicia Specific> use global “Configuration > uReturns” or per vendor

configurations for returns label printing

Returns UPS Specific> use global “Configuration > uReturns” or per vendor

configurations for return label printing



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Custom DataCustom Data In the vendor edit > Custom data tab you can enter custom data in format

===== description =====

Description

===== return_policy =====

Return Policy

===== about_us =====

About Us

In the basic microsite : reference data is in the template:

app\design\frontend\default\default\template\unirgy\microsite\home.phtml

via

<?php echo Mage::helper(‘umicrosite’)→getCurrentVendor()→getData(‘description’)?>

<?php echo Mage::helper(‘umicrosite’)→getCurrentVendor()→getData(‘return_policy’)?>

<?php echo Mage::helper(‘umicrosite’)→getCurrentVendor()→getData(‘about_us’)?>

in microsite pro CMS pages you can reference that data using

{{var currentVendor.getData(‘description’)}}

{{var currentVendor.getData(‘return_policy’)}}

{{var currentVendor.getData(‘about_us’)}}

on product pages

<?php echo Mage::helper(‘udropship’)→getVendor($_product→

getUdropshipVendor())→getData(‘description’) ?>


getUdropshipVendor())→getData(‘return_policy’) ?>


getUdropshipVendor())→getData(‘about_us’) ?>

Shipping Methods Choose a shipping service level such as Ground, Three Day, or overnight. Please refer to the

uMarketplace configuration section for more details or watch the following video demo:

http://udropship-demo.unirgy.com/umarketplace-video/shipping-methods

Tier Commission Set different commission rates for different product types, categories, vendors, or SKUs.

Shipping Rates please refer to the following:

http://wtsergo.unirgy.com/assets/umarketplace/screencast/shipping-methods/



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Associated Products Products Vendor Association

Customer Questions Customers can ask questions to vendors and vendors can reply to these questions.

Customer Reviews The administrator can allow customers to rate and review vendors.



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Statements/Commission/Payouts

IntroductionThe uMarketplace® Suite supports all Magento-based payment gateways either natively or through third parties. The module

primarily manages payments in two ways:

• A site owner accepts payments from customers once orders are placed and then pays the vendors using statements.

• A site owner uses the PayPal Adaptive and receives commission. The vendor payments are distributed at the point of

sale when the order is placed.

A statement is a financial document (report) that accommodates vendor orders for a period of time calculated according to

configuration options. The idea is to include vendor orders that reach a configured status.

The required statuses can be set up in:

Configuration > Drop Shipping > Vendor Statements Options > Default Statement on following shipment statuses

or for vendor specific in

vendor edit > Preferences > Statement > Statement on following shipment statuses

* Default (global setting) can be selected later. This setting will instruct the system to use a global config option.

When a vendor order reaches one of the statuses selected in one of the two options, it is marked internally as applicable to

be included in a statement. once a Po reaches that status then the Po is marked as ready to be paid. The date is recorded in

Statement Ready At field and will be used for date the “from/to” filter when the statement is generated.

The vendor order, or Magento shipment record, is shown as a Purchase order in bare uMarketplace or if Purchase Order

Management add-on is used, a separate record for Purchase Order.

The Purchase Order Management add-on offers two record payment options: shipment or purchase order. When paying

by shipment there is more precise control to pay only for shipped items. (A digital Purchase order could be created, but not

shipped or shipped only partially). If a vendor sells virtual or downloadable products, these will not be included in shipment

records and paying by Purchase order will be the better option.

Set global configuration Configuration > Drop Shipping > Vendor Statements Options > Default “Statement calculation

based on” to control which records to pay the vendor.

The configuration has two options: Purchase order and Shipment. Select the option that better fits your workflow or

agreement with the vendor.

Per vendor configuration is set in vendor edit > Preferences > Statement > Statement calculation based on. There is

a special *Default (global setting) option under Preferences. In the uMarketplace Extension, without an Purchase order



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Management add-on, a payment is completed only by shipment. Depending on the preference setting: two multiselects will

be available:

• if “Purchase order” is selected

Configuration > Drop Shipping > Vendor Statements Options > Default Statement on following PO statuses

and per vendor

vendor edit > Preferences > Statement > Statement on following PO statuses

• if “Shipment” is selected

Configuration > Drop Shipping > Vendor Statements Options > Default Statement on following shipment statuses

and per vendor

vendor edit > Preferences > Statement > Statement on following shipment statuses



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Almost all configuration options for statements and most uMarketplace® configurations in general have two counterparts:

a global option and a per vendor option. If the per vendor option has no specific value, it will be used for that vendor, but if

the per vendor option is set to “use default”, the global option will be used instead. This will simplify the configuration of

the common parts for all vendors.

How to create statementsonce basic configurations for records and statuses are completed, statements can be created.

It’s quite important to configure everything that relates to statements prior to accepting customer orders. If proper statuses

are not selected, but Pos are already created (which possess applicable statuses) an indicator will not be visible (date when

record is ready) in sales > shipments grid > Statement Ready At column or if paying per Po (Purchase order Management



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add-on) in sales > dropship > Purchase orders. Records will be included in the statement if the status reaches a selected

status.

The main condition for a Po to be included in a statement is its possession of one of the configured statuses.

Some configurations will have non-empty Statement Ready At column cells, but the records still will not be included in the

statement. The reason might be that in the past the purchase order had a configuration status, but no longer does.

It is practical to take into consideration that a Purchase order status will change throughout the workflow and include the

one that comes last. In general the last status is “Shipped and Delivered”, but might also be “canceled” (to cover returns/

refunds).

To create a statement go to sales > dropship > Vendor Statements and click “Generate Statements.” There is a Vendor

Selection select box with options the following options:

• All Active Vendors—generate for all vendors regardless of selection in the next multiselect

• Selected Vendors—generate only for vendors, selected in the next multiselect Vendors

The date range shows the scope of orders between the orders From Date and the orders To Date. By default the date

range uses the UTC+00 Timezone. To customize it, select “Yes” in “Use Locale Timezone.”

Statement Period—this can be left empty if a payment is completed once a month. otherwise, explicitly set some custom

value there, such as start/end days for which statement is generated or number of weeks.

Here are some notes about how that field is used and how the statement_id is generated: a value is entered in the

Statement Period field when the create statement is prefixed with <vendor_id>-

By default (when this field is empty) uMarketplace generates a statement id with the following pattern:

<vendor_id>-YYMM or more precisely describing

<vendor_id>-<statement date year part><statement date month part>

for 2011-12-27 statement id will be 2-1112 and 1-1112 by default which already exists (for first two vendors).



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once the form is completed, newly generated statement records will appear in the sales > dropship > Vendor Statements

grid.

In the Actions box grid mass actions can be performed on statements to refresh, print, or send emails to vendors with

statement PDFs attached.

A custom transactional email can be created in the Load default template. Select Statement Email Template and then

select Configuration > Drop Shipping > Vendor Statements Options > Statement Email Template

The sender identity can be changed in

Configuration > Drop Shipping > Vendor Statements Options > Statement Email Sender



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How statements are calculatedThere are two payment options for vendors: by price or by cost.

The global option is set in

Configuration > Drop Shipping > Vendor Statements Options > Default “Statement subtotal calculation based on”

and per vendor if specific

vendor edit > Preferences > Statement > Statement subtotal calculation based on

When paying by price, the following formula is used, price customer paid minus commissions configured and transaction fee.

Paying by cost will require the administrator to set up costs per product. The total will include the cost minus the

commissions configured and transaction fee to pay the vendor.

In bare uMarketplace®, to properly set up costs the product attribute needs to be created with a code cost and associated

with existing attribute sets.

If a Multivendor add-on is used, costs are set up in

product edit > Drop Shipping Vendors tab > Cost column

or in

vendor edit > associated products grid > Vendor Cost column

That is a base configuration. The are other options in the configuration that can also affect calculations. Here is the list:

Configuration > Drop Shipping > Vendor Statements Options > Default “Shipping In Payout”


vendor edit > Preferences > Statement > Shipping In Payout

options are:

• Include—The vendor Po shipping amount will be added to the statement total

• Exclude but Show—The shipping amount will be shown in the statement but not added to the total payout

• Exclude and Hide—will not be shown in the statement and will not affect the total

Configuration > Drop Shipping > Vendor Statements Options > Default “Tax In Payout”


vendor edit > Preferences > Statement > Tax In Payout

Configuration > Drop Shipping > Vendor Statements Options > Default “Discount In Payout”


vendor edit > Preferences > Statement > Discount In Payout

• Include—reduce total by discount amount

Configuration > Drop Shipping > Vendor Statements Options > Default “Apply commission on Tax”


vendor edit > Preferences > Statement > Apply commission on Tax



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Commission can be applied to taxes (if the tax is included in the payout) and the total will be reduced by the tax commission.

Price commissions are calculated based on the pre-tax price. To calculate commissions on price including tax, set that option

to Yes and include tax in the statement.

Configuration > Drop Shipping > Vendor Statements Options > Default “Apply commission on Discount”


vendor edit > Preferences > Statement > Apply commission on Discount

This option is similar to the previous option, but will increase the statement total by discount commission.



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Here is an example:

A customer bought a product for $100 and received a $20 discount.

The vendor commission is 10%. By default you will pay the vendor $90 ( i.e. $100 minus the $10 commission), but you want

to pay based on the discounted price you selected to benefit from the discount. This will calculate as $100 minus the $10

commission of the full price minus the $20 discount. The total payment = $70 .

That result might not be what you intend if you share discounts with vendors. When you select “apply commission on

discount” you will pay $100 minus $10 commission of the full price minus the $20 discount + $2 of the discount that you

cover = $72

As seen in the example, the commission calculation is always performed on the full price (excluding tax and discount). Then

the tax is applied (increase total), the discount is included (decrease total), and the total adjusted tax/discount based on

commission is calculated (decrease/increase total accordingly).

How to set up commissions and transaction fees

Commissions

In uMarketplace®, tiered commissions provide the ability to apply different commissions to different vendors, product types,

categories, and product SKUs. If you use tiered commissions, categories and subcategories are created. The commission

category is referenced in configuration > drop shipping > Tier Commission > Parent category for tiered categories and

the subcategories of it are used for tiers. Rates are set up by subcategory in “Tiered Rates”. A product rate depends on the

category it’s assigned to. It’s possible to use existing categories.

• Match Subcategories = yes—will search for a match in subcategories recursively

• Match Subcategories = no—will look for the exact assignment in one of tiered subcategories

When creating a special parent category for tiered categories, set its attribute Include in navigation Menu to no. otherwise

the customer will see this system category.

Configuration > Drop shipping > Tier Commission > Product attribute code for “Commission percent”

Per product rates can be specified. Custom product attributes need to be created. Assigned attribute sets and code are

referenced in that setting.

Configuration > Drop shipping > Tier Commission > Commission fallback lookup method


vendor edit > tier commissions > Commission fallback lookup method



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This options will allow you to define how to find a product’s proper commission.

• Vendor First – per vendor settings will be looked up first

• Tier First – tier settings will be used as the main priority

Here are common use cases:

Product specific rates always take priority. There are three tiered categories “Furniture”, “Electronics”, “Apparel”. You can

choose whether to set up a global section and per vendor section.

With Vendor First it will first look in product attribute, if empty look in vendor edit > tier commissions > Rates row with

category product assigned too

if empty look in

vendor edit > tier commissions > Default Commission Percent

then in

Configuration > Drop shipping > Tier Commission > Tiered Rates

And finally in

Configuration > Drop shipping > Tier Commission > Default Commission Percent

With Tier First it will switch vendor edit > tier commissions > Default Commission Percent

with configuration > drop shipping > Tier Commission > Tiered Rates

in fallback lookup chain, i.e. global tier settings will take precedence over vendor default percent.

As example, let say we have three vendors: vendor1 uses a specific tiers set up, vendor2 uses global tiers, and vendor3

receives 10% commission for all his products.

In that case we set up tiers globally and change nothing in vendor2 Tier Commission section.

For vendor1 we set up all tiers in Configuration > Drop shipping > Tier Commission > Tiered Rates

For vendor3 we change vendor edit > tier commissions > Commission fallback lookup method = Vendor First

and set vendor edit > tier commissions > Default Commission Percent = 10



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Transaction FeeThe main option that sets up the transaction fee calculation process or fixed amount commission/fee needs to be set in

configuration > drop shipping > Tier Commission > Fixed Rates Calculation Type

and per vendor

vendor edit > tier commissions > Fixed Rates Calculation Type

• Flat (per PO) — fixed amount you change per Po.

For each vendor Po, the statement total is reduced by amount set in

configuration > drop shipping > Tier Commission > Fixed Flat Rate (per PO) [old transaction fee]

or per vendor

vendor edit > tier commissions > Fixed Flat Rate (per PO) [old transaction fee]

• Tier (per item) — a fixed amount per item can be charged in addition to commission percent amounts set in the same

table as tier commission

Configuration > Drop shipping > Tier Commission > Tiered Rates

or per vendor

vendor edit > tier commissions > Rates

Additionally, a tier table can be set per product fixed amount. To do so, create a product attribute, associate it with attribute

sets, and reference its code in

configuration > drop shipping > Tier Commission > Product attribute code for “Tier Fixed Rate (per item)“

If a product has a non-empty value in that attribute, it will be used instead of the tiered table set up globally or per vendor.

• Rule Based (per item) — a rule can be set (cart line property) by which to determine a proper fixed amount

Configuration > drop shipping > Tier Commission > Rule for Fixed Rates

at the moment there is one option “Item price” and depending on that rule value, a fixed amount in table is defined

configuration > drop shipping > Tier Commission > Rule Based Fixed Rates

or per vendor

vendor edit > tier commissions > Rule Based Fixed Rates (in case per vendor Rule for Fixed Rates != * Use Global Config)

in that table rows are added for each If Up To value of selected rule (again Item price at the moment if the only option)

once item price match one of the rows Use Value cell used as rule based fixed amount.

• “Flat + Rule Based”, “Flat + Tier”, “Flat + Tier + Rule Based” — are combination of respective amounts, i.e. can

charge vendor per Po transaction fee plus some tier fee and/or rule based fee. All values will be accommodated in

Transaction Fee column of vendor statement



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Adjustments/RefundsThere are two options to adjust statements and payouts:

• Add a comment in the special format to Shipment records (or Purchase order records if the Purchase order

Management add-on is used and pay per Po).

The format is configured in

Configuration > Drop Shipping > Vendor Statements Options > Adjustment Comment Trigger Word

once statement payouts are generated, each Po comment will be scanned by the system. once the system finds something,

the output looks like this:

ADJUSTMEnT: -120

Comment here

or in general

<adjustment trigger word>: <amount>

<adjustment comment>

It will take into the account the adjustment in statement or payout and increase/reduce the total. As it stated in the

configuration field note, adjustment trigger word to be used as the first word of Po comment. The adjustments can be

created in existing statements or under “create/verify payout” in the “Adjustment” table. Amounts and related comments

will be added and visible in the statement PDF and increase/reduce the statement/payout total.

The latest version of uMarketplace does supports the refunds. To turn it on, set to “Yes” in

Configuration > Drop Shipping > Vendor Statements Options > Enable Refunds

The system will automatically try to determine refunded vendor Po items and reduce the statement total accordingly.

Refunds automatically work with statements only.

As opposed to Pos, refunds are included in the statement by the refund “created at” date (not the status change date of

Po). Here is one common scenario:

A customer placed an order in May. The vendor sent an order in May too and the vendor got paid for that PO. Then

in June customer returned product and refund is created. There are two options to accommodate that (PO status

change won’t help since vendor was already paid for).

1) Create adjustment in new statement directly, which will reduce vendor’s further payout

2) Or using refunds enabled, that refund will be included in new statement automatically and reduce total

accordingly.

That might solve the problem when the PO paid in one statement, but refunded in next statement.



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Payouts (Vendor Payments add-on is required)Vendor payment calculations work similarly to statement calculations. In addition, an automatic payout or payout by

schedule can be configured:

vendor preferences > Payout > Payout Type = Auto

To make an instant payout, once PO hit one of Statement on following PO statuses status or if Payout PO statuses source =

Custom is used, once hit one of Payout on following PO statuses

The better option is to use same settings as statement. Set up Payout Schedule for scheduled payouts and set Payout Type

= Scheduled Payout Schedule — use general crontab format.

The payouts are not automated, with the exception of automatic payments to vendor when the offline method is used.

The benefit of the payout is that it clearly tracks all payments done to vendor and these payments are reflected in the

statement total due. Discrepancies can be easily revealed, when partial payments or some adjustments come into play. In

the case of automatic or scheduled payouts, the amount paid can be determined by generating a statement that covers the

date range. Payouts will be included in statement as final summary financial document or doing final review before payout

(maybe adding some adjustments) pay can be done by statement. one statement can be maintained for month and pay

vendor weekly. For that option create statement that cover future date (e.g. end of month) and each following week, refresh

it and click “save and pay”, which will create new Payout record and once the payment is confirmed, click “save and pay” on

the new payout page. It will record the payout as paid and reduce the statement total due.

PayPal integration in Vendor Payments add-onPayPal as a payout method is integrated in two ways:

• Using the MassPay API

• Mass Payments can be made from and to any county, which have sending and receiving PayPal capabilities using

currencies supported by PayPal.

• Premier or Business PayPal accounts must be whitelisted for the MassPay API by emailing or calling PayPal

support before MassPay calls can be made in the live environment.

Additional information about MassPay:

• https://developer.paypal.com/webapps/developer/docs/classic/mass-pay/gs_MassPay/

• https://developer.paypal.com/webapps/developer/docs/classic/products/mass-pay/

• Using Adaptive Payments API

• The Adaptive Payments API is available in any country where PayPal is accepted.



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Additional information about Adaptive Payments:

• https://developer.paypal.com/webapps/developer/docs/classic/adaptive-payments/gs_AdaptivePayments/

• https://developer.paypal.com/webapps/developer/docs/classic/products/adaptive-payments/

Enter PayPal API details in Configuration > Drop Shipping > Payout PayPal options. It’s used in both Mass Pay and

Adaptive payments APIs. To enable the vendor to receive PayPal payouts set vendor edit > preferences > payout > Payout

Method either PayPal option or PayPal Adaptive option. Vendor PayPal account email should be entered in vendor edit >

preferences > payout > PayPal Email



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PayPal Adaptive as Magento payment methodPayPal Adaptive payments are also integrated as Magento payment methods. This integration uses either chained or parallel

payments model https://www.paypalobjects.com/webstatic/en_US/developer/docs/pdf/pp_dev_Datasheet_APC_R3.pdf

To turn on parallel payments set to “Yes” in

Configuration > Payment Methods > PayPal > Adaptive Payments > Use Parallel Payments

To enable the payment method go to Configuration > Payment Methods > PayPal. Click Configure button in Adaptive

Payments section, set up API credentials, Application ID and other optional parameter. Then Select Yes in Enable this

Solution.

Test mode does not require the Application ID, however, it will be need for the live environment

https://developer.paypal.com/webapps/developer/docs/classic/lifecycle/goingLive/#credentials

To enable the vendor to accept the chained or the parallel payments set vendor edit > preferences > payout > Payout

Method = PayPal Adaptive

notice for Purchase Order Management add-on users

When you have the Purchase Order Management add-on installed make sure to set Purchase Orders in

Configuration > Drop Shipping > Vendor Statements Options > Default “Statement calculation based on”



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Stripe Connect add-on for payments and payoutsWe’ve integrated the Stripe Connect service as a customer payment method and vendor payout method. To add Stripe

Connect, the free Stripe Integration Add-on is required.

1. First you need to register your platform. Follow instructions from here:

https://stripe.com/docs/connect/quickstart#register-platform

2. Then set up API credentials in Configuration > Payment Methods > uMarketplace® Stripe Connect (platform client id,

publishable key and secret key). once done you are ready to accept customer credit card payments. To do so, simply

enable the payment method.

3. For vendor payouts we integrated stripe connect transfers. https://stripe.com/docs/connect/charges-transfers

For that to work you need to change vendor’s payout method to be stripe in vendor edit > preferences > payout >

payout method

4. After vendor payout method set to stripe vendor need to link his account with your stripe platform. He will be

prompted after login to vendor portal. We use standard account connection

https://stripe.com/docs/connect/standard-accounts

5. once a vendor connects his stripe account with your platform he is ready to accept payouts. Stripe payout configuration

is the same as general payouts configuration. You can either do it manually or configure scheduled payouts or

automatic (for each PO separately)



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Configuration Screencast

Visit our website to view a video demo of the uMarketplace® configuration:

https://unirgy.com/f/media/assets/udropship/screencasts/config/

Workflow Screencasthttps://unirgy.com/f/media/assets/udropship/screencasts/workflow/

Shipping Screencasthttps://unirgy.com/f/media/assets/shipping-methods/



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Microsite Add-on

uMarketplace® Microsite Pro Add-onMicrosite add-on functionality allows vendors to have their own landing pages, which will show vendor information and

vendor specific products.

Here are the steps to a basic setup:

1. Select type of URL vendor landing pages will use Configuration > Drop Shipping > MicroSite Options > Subdomain

level to use for vendor.

“Vendor” stands for vendor URL key in actual URLs. Rest of the URL with vendor URL key could be anything that point

to Magento root folder:

• From URL Path (domain.com/vendor)

• 2nd level subdomain (vendor.com)

• 3rd level subdomain (vendor.domain.com)

• 4th level subdomain (vendor.subdomain.domain.com)

• 5th level subdomain (vendor.subdomain2.subdomain1.domain.com)

2. Set up vendor URL keys in vendor edit > preferences > integration > URL key

3. If subdomains will be used, some assistance from server administrator might be required to configure webserver:

to point all subdomains to Magento root. Make wildcard DnS to point all subdomains to the same server, or add

subdomains to DnS for every new vendor, depends on how often new vendor is registered. Here are few other notices

about subdomain usage:

• Set Configuration > Web > Redirect to Base URL if the requested URL does not match. otherwise vendor URLs

will redirect to website-based URLs.

• If the Ajax cart module is used there might be an issue with the subdomains, since the “add to cart” action needs

to make an Ajax call to the main website URL which has a different domain. Certain browsers will forbid that

action. While some browsers like Chrome provide a workaround for this issue using the Access-Control-Allow-

origin HTTP header (which is implemented in uMarketplace®), other browsers might not work.

• There is another workaround for Ajax cart Configuration > Drop Shipping > MicroSite Options > Update Store

Base URL = Yes. This allows for URLs to change on microsite pages to http://vendor.domain.com/ , depending on

configurations in Configuration > Drop Shipping > MicroSite Options > Subdomain level to use for vendor

• if the main website URL is www.domain.com and vendor landing page vendor1.domain.com set Configuration

> Web > Session Cookie Management > Cookie Domain = .domain.com, this will share session between main

website and vendor landing pages to have one cart, otherwise there will be different carts.



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Landing page customizationWith Microsite Pro add-on, vendor specific CMS page can be created.

The following can be used as an example Default Microsite Vendor Landing Page.

Reference new page globally in Configuration > Web > Default Pages > Default Vendor Landing Page

or per vendor in vendor edit > preferences > microsite > CMS Landing Page

Basic Microsite add-on template can be customized

app\design\frontend\default\default\template\unirgy\microsite\home.phtml

In vendor edit > Custom data tab, custom data in format can be entered

===== description =====

Description

===== return_policy =====

Return Policy

===== about_us =====

About Us

Reference data in the template via

<?php echo Mage::helper(‘umicrosite’)→getCurrentVendor()→getData(‘description’)?>

<?php echo Mage::helper(‘umicrosite’)→getCurrentVendor()→getData(‘return_policy’)?>

<?php echo Mage::helper(‘umicrosite’)→getCurrentVendor()→getData(‘about_us’)?>

With Microsite Pro CMS pages that data can be referenced using

{{var currentVendor.getData(‘description’)}}

{{var currentVendor.getData(‘return_policy’)}}

{{var currentVendor.getData(‘about_us’)}}

on product pages the following codes can be used

<?php echo Mage::helper(‘udropship’)→getVendor($_product→getUdropshipVendor())→getData(‘description’) ?>

<?php echo Mage::helper(‘udropship’)→getVendor($_product→getUdropshipVendor())→getData(‘return_policy’) ?>

<?php echo Mage::helper(‘udropship’)→getVendor($_product→getUdropshipVendor())→getData(‘about_us’) ?>

Microsite Pro add-on provides the possibility to have different themes per vendor. Separate CMS page for specific vendors

need to be created in cms > pages > page edit > design tab > Custom Theme — Choose a theme

in vendor edit > preferences > Microsite > CMS Landing Page — reference that page



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Show vendor productsBy default landing page uses layered navigation. To make sure products are shown here, remove layered navigation code in

landing page cms edit > design tab > Layout Update XML or set the root category “Is Anchor” attribute to “Yes”.



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Vendors self-registrationAnother important functionality in the Microsite add-on is vendor self-registration. The registration page is at <Magento base

url>/index.php/umicrosite/vendor/register/ or just <magento base url>/umicrosite/vendor/register/ (if webserver rewrites are

configured)

Set up the template vendor with some default configuration to eliminate full configuration of new vendors during approval.

All preferences from template vendor will be copied to new registrations and only fields, given to vendors to fill on

registration page, will be specific to vendor (override data from template vendor).

After template vendor setup select it in Configuration > Drop Shipping > MicroSite options > Use this vendor as a template

for new registrations

In order to receive notifications about new registrations enter email in Configuration > Drop Shipping > MicroSite Options >

New Registrations Receiver(s)

Here is a default chain of emails that the vendor receives:

• After submitting a registration form the vendor receives a confirmation email about registration Registration

Confirmation Email Template

• Then the site administrator approves the registration by clicking on sales > dropship > vendor registrations item and

“save vendor”

• After the vendor saves on the previous stage the vendor will receive a confirmation email with a link to confirm the

email: new Vendor Confirmation Email Template

• After clicking the activation link in the previous email, the vendor will receive a welcome email with login and password

credentials: new Vendor Welcome Email Template

The default behavior can be customized. (Add the password field on the registration form and welcome emails will not auto-

generate passwords).

Also, the confirmation email can be skipped by setting the following configuration: Configuration > Drop Shipping >

MicroSite options > Skip confirmation email = Yes

This setting can also be saved during vendor registration under vendor info > Send Confirmation Email = no

Vendor registrations can be automatically approved: Configuration > Drop Shipping > MicroSite Options > Automatically

approve vendor applications = Yes



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Customizing the layout of the registration pageCustomize the layout of registration page fields and fieldsets here: Configuration > Vendor Registration > Registration

Form. Custom fields can be added that are not presented in the vendor preferences configuration. Such fields include:

return policy, terms and conditions, and payment information. This will require small customizations. For reference, see the

Customization section in the documentation. After adding layout customizations, new fields can be added in Configuration >

Vendor Registration > Registration Form



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CAPTCHARegistration form could be configured to have CAPTCHA. First enable Magento native CAPTCHA in

Configuration > Customer Configuration > CAPTCHA > Enable CAPTCHA on Frontend

and then select the Microsite Registration Form option in

Configuration > Customer Configuration > CAPTCHA > Forms



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MultiVendor, Price Comparison, Select & Sell

ConfigurationMultivendor, Price Comparison, and Select & Sell are three add-ons that allow you to sell a single product from multiple

vendors.

The Multivendor add-on does its job in the background using decision methods to determine which vendor to use for

shipping a product to a customer.

The Price Comparison add-on works on top of the Multivendor add-on and gives customers an option to choose specific

vendors to buy from.

Select & Sell is an extra add-on to the Price Comparison add-on that offers functionality in the vendor portal to manage

vendor offers for particular products.

Setting the decision method to “Multi Vendor: Least Packages + Lowest Cost” should turn on the add-ons. The decision

method is set under Configuration > Drop Shipping > Product Stock options > Vendor Decision Method

If the decision method is set to “Always use assigned vendor or When in stock use local, otherwise use vendor”, the system

won’t use multivendor data and the Multivendor add-on will be disabled.

An issue with the price indexer might arise if the Price comparison add-on is used while the Multivendor add-on is disabled.

To avoid this issue, make sure the decision method is set.



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A few technical notes: If Multivendor add-on is not in use but Price Comparison add-on is already installed, the custom

columns, added by the Price Comparison add-on to the index tables, will have to be removed:

catalog_product_index_price

catalog_product_index_price_idx

catalog_product_index_price_tmp

catalog_product_price_indexer_final_idx

catalog_product_price_indexer_final_tmp

columns in question start with udmp_ prefix

To trigger the reinstall of the Price Comparison add-on, which will add required custom columns in index tables (flush cache

storage to rerun install), the row in the core_resource table with code=udmultiprice_setup will have to be removed.

InventoryHaving the ability to properly record inventory is another reason to use the multivendor decision method. If vendors start

adding products and the multivendor decision method is not in use, no multivendor inventory entries or vendor offers will

be recorded. Vendor offers can be viewed under the product edit > dropship vendors tab. Even though a vendor can see his

products in the vendor portal, he will not be able to sell these products if there are no vendor offers in the dropship vendors tab.

There is a key difference between owning a product and selling it. ownership is indicated by the dropship vendor attribute

seen in general tab of product edit. Only one vendor can modify product attributes (vendor portal > products edit menu).

All other vendors can only modify their own offers.

The vendor offer is a combined entity for vendor price (Price Comparison add-on) and vendor specific inventory.

A vendor’s unlimited inventory can be set in the Stock Qty field to be an empty string.

Price Comparison add-on specific entries are Vendor price, Special Price, State (condition), State Description, and Vendor Title.

Status indicates whether a vendor offer is active or not. To stop a vendor from selling the product, the Admin can change the

status of the offer to inactive.

Some products may not be visible on the frontend or might display as “out of stock.” The probable cause is that there are no

vendor offers for these products.

note: after using the Multivendor add-on, values in the inventory tab under product edit may not be changed. That’s

because product inventory is a summary of the vendor offers inventory. A stock quantity of 10000 in the inventory tab

indicates there is a vendor with unlimited stock. (The stock qty field then has an empty value.)

If a multivendor decision was set from the beginning, all products vendors add under vendor portal > products edit will

have a vendor offer automatically inserted. Another place vendor offers can be add/edit in admin area is vendor edit >

associated products tab



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Important note about combined inventory

At the time of the checkout the maximum quantity a customer can order is the maximum quantity available for a vendor

selling a particular product e.g. product1 sold by vendorA with stock_qty=10 and vendorB with stock_qty=5

Customers can order only a qty of 10 of productA—not a qty of 15. This is true even if there are multiple line items in a cart

(productA with different combination of custom options). This limitation is caused by a technical limitation of stock check

methods in combination with a decision method.

The Price Comparison add-on can allow customers to order a qty of 15, since customers can select which vendors to buy

from. To carry out this option the product view page will have to be customized and show the quantities the vendors

possess.



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Select & SellThe Select & Sell add-on gives vendors the possibility to modify their offers in the vendor portal.

Select & Sell and My Sell List menu items

Both sections in the vendor portal have similar layouts but list products differently. The first section lists all products in a

catalog and the vendor can select products and add his offers. The second section lists only existing offers where the vendor

can modify details (changing the price or qty).



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Price Comparison

The Price Comparison add-on adds a customization to frontend product list and product view pages. on product list it shows

number of offers by condition with starting price. on product view it list detailed table of vendor offer where customer can

select desired vendor.



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Vendor forms configurationThere are a number of ways for a vendor to add or edit his offers:

A vendor can edit offers in the product’s edit section in the vendor portal. only a product’s owner vendor (referred

to in dropship as a vendor product attribute) can modify offers using this section. The edit form can be configured in

Configuration > Vendor Products Edit > Vendor Product Edit Form > Fieldsets. Fields that relate to vendor offer information

start with the udmulti prefix. The screenshot below shows these combined in the Vendor Offer separate fieldset.

For configurable products there is an extra section where vendor offer details can be placed for editing (“configurable

simples”). The section is under Configuration > Vendor Products Edit > Add Product Options Layout. It will be a separate

section, where vendors can add/edit configurable simple product details as well as their selling offers.

The Select & Sell and My Sell List sections offer add/edit form layouts, which can be configured in Configuration >

Dropship Sell Yours > Sell Yours Form > Fieldsets. The same concept is used here as in the “vendor portal products edit”

section: choose which fields to show to the vendor (allow to modify) and select the order and number of fieldsets to use for

that form. The Product Options Fields are specific for configurable product options (configurable simples).



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Import vendor offersThe Vendor System Integration add-on in combination with the Price Comparison add-on provides an option to import

vendor offers by using the inventory import functionality of the Vendor System Integration add-on. More details about the

Vendor System Integration add-on can be found in the Batch Reference section of the documentation.

The list of allowed codes: [vendor_price], [freeshipping], [state], [status], [state_descr], [vendor_title], [special_price], [special_

from_date], [special_to_date], [backorders]



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Batch Configuration

1. Default Email Sender—The default email to use for sending the exported batch.

2. Default Email Subject—The default subject line to use for the exported batch.

3. Default Export Orders Filename—The default filename to use for the exported batch.

4. Export On Po Statuses—Select which status triggers an export.

5. Save inventory import data in batch—You can select to save the inventory data in the export.

6. Replace new line with custom char in fields during export.

7. Custom char to replace new line in fields during export.



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Vendor Po Import/Export Batches The “Vendor Po Import/Export Batches” page displays a list of the batches that ran. It gives you an overview so you can

quickly see if any problems occurred. If you click on a batch can view the specific Batch’s information.

View Import orders Batch — Batch Information ” section To view formatting instructions for adding content to the import, please refer to the batch reference section in the

documentation.



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View Import Batch — Sources

The sources section provides details on where the files to do the import. It will show you the path to the file, the status and

any errors that might have occurred.

View Import Batch — Data RowsThis section displays all data rows that were imported by the batch.



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View Export order Batch — Batch Information

View Export order Batch — DestinationsThe destinations section provides details about where the files are located after an export. It will show you the file path, the

status, and any errors that might have occurred.

View Export order Batch — Data RowsThis section displays all the data rows that were exported by the batch.



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order Batch Vendor’s Sectiononce you have the Vendor System Integration add-on installed, a new section will be available in the Vendor’s Preferences

section.



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Batch orders Export1. Export orders Adapter—Sets which adapter should be used. This will export a specific file e.g. XML, in this case.

2. Export orders Method—This can be set to Automatic, Manual or no Export.

3. Export orders Schedule—This needs to be a valid Cron Expression.

4. Export orders Destination Locations—The location destinations for the exported file. Please consult the Batch

Reference section of the documentation for formatting instructions.

5. Export orders Header—You can add headers to the exported file.

6. Export orders Template—The export template can be defined in this field. Please refer to the Batch Reference section

of the documentation for formatting instructions.

7. Change Po status on export—once exported, the Purchase order status should change.



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Batch orders Import8. Import orders Method—This can be set to Automatic, Manual or no Export.

9. Import orders Schedule—This needs to be a valid Cron Expression.

10. Import orders Source Location—The location to import orders from. Please consult the Batch Reference section of this

document for formatting instructions.

11. Import orders Template—The import template can be defined in this filed. Please refer to the Batch Reference section

of this document for formatting instructions.

12. Import orders Field Delimiter—set the field delimiter.

13. Change Po status on import—The status Purchase orders should be once imported.

This section displays all the Vendor’s Batch imports and exports. If you click on a batch it will take you to the Batch

information page.



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Batch Reference

uMarketplace Batch configuration reference

Templates

Export Orders

Format

The fields can be used in:

• Simple format, using square brackets:

[order.increment_id]

or

• Advanced format, using Magento CMS templating conventions:

{{var order.store.code}}

Field Notes Shortcuts Data Examples

order.increment_id [order_id]

order.created_at

order.subtotal

order.grand_total

order.store.code Available only as advanced format

order.store.name Available only as advanced format

order.customer_id

billing.prefix

billing.firstname

billing.middlename

billing.lastname

billing.suffix

billing.company

billing.street

billing.city



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Field Notes Shortcuts Data Examples

billing.region California

billing.region_code Available only as advanced format CA

billing.postcode

billing.country_id

billing.telephone

billing.fax

shipping.* Same as billing.*

po.increment_id [po_id]

po.created_at

po.udropship_method Shipping method ups_03

item.sku

item.name

item.weight

item.price

item.qty

product_options Custom product options for the order item option 1: Value 1; option 2: Value 2

ExamplesSample Vendor 1

Header:

Po# Account# Shipper name Address Delivery city State Zip sku quantity

Template:

[po_id] spfoxx UPS “[shipping.firstname] [shipping.lastname]” “[shipping.street]” residential “[shipping.city]” “{{var shipping.

region_code}}” “[shipping.postcode]” “[item.sku]” “[item.qty]”

Output:

Po# Account# Shipper name Address Delivery city State Zip sku quantity 198625 spfoxx UPS “nATE smith” “6666 MASSEY

ST” residential DECATUR MS 88888 oP-TRPL-sdt 1 199097 spfoxx UPS “PAT DJohnson” “5555 WInDWARD” residential

MASSILLon TX 47890 jh-ST-20-nhjo 1



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Sample Vendor 2

Template:

H 401950 [order.created_at] [po_id] [shipping.firstname] [shipping.lastname] [shipping.street] [shipping.city] {{var shipping.

region_code}} [shipping.postcode] [shipping.telephone] GRoUnD Po1 [item.qty] [item.price] [item.name] [product.

description]

output:

H 401950 2009456 199166 20091127 DonnA GEAD 9999 ALVIn RD CHARLoTTE CA 37589 492-222-2222 GRoUnD Po1 2

18.9 g5987 g5987-7 WInE GLASSES — SET oF TWo 14oz WInE GLASSES H 401950 2009456 199236 20091127 ALMA STAY

8888 PoPPY LAnE Los Angeles CA 95123 555-111-2222 GRoUnD Po1 1 15 GSHFS4-13 GSHFS4-13 16oz PInT ALE GLASSES —

SET oF TWo

Sample UPS WorldShip Integration

Header:

“Residential”,”country”,”ShipFnameLname”,”ShipLname”,”Shipcompany”,”ShipAddr”,”ShipCity”,”ShipState”,”ShipZip”,

”ordernumber”,”ShipPhone”,”Reference1”,”Reference2” Quantity SKU name

Template:

“y”,”[shipping.country_id]”,”[order_id]”[shipping.firstname][shipping.lastname]”,”[shipping.lastname]”,”[shipping.company]”,

”[shipping.street]”,”[shipping.city]”,”{{var shipping.region_code}}”,”[shipping.postcode]”,”[order_id]”,”[shipping.telephone]”,

”[order_id]”,”[po_id]” [item.qty] [item.sku] [item.name]



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Import orders

Format

The import template consists of only one line and will be used for the order of fields and separator. The separator between

the first and second columns will be used for all fields. The separator can be a space (multiple spaces will be ignored), tab, or

other symbol (comma, semicolon, pipe, etc). The fields in the imported file can be enclosed in double quotes.

Field Required Example Description

order_id Yes* 1000001 order_id or po_id has to present, but not both

po_id Yes* 1000001-1

tracking_id Yes 1Z1234567890123456

shipping_date 2010-04-01 If not supplied, today’s date will be used

carrier Ups Valid values: custom, ups, usps, FedEx, dhl

title Some Custom Carrier Free value title of the shipping method

Examples

Sample Vendor 1

Template:

[po_id] [tracking_id] [shipping_date]

Input file:

10000001-1 1Z1234567890123456 2010-04-01 10000002-1 1Z2345678901234567 2010-04-02

Sample Vendor 2

Template:

[order_id];[tracking_id]

Input file:

10000001;1Z1234567890123456 10000002;1Z2345678901234567



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Import Inventory

Format

Same as for Import Orders

Field Required Example Description

sku Yes* zol_g_med sku or vendor_sku has to present, this is required to find

correct products

vendor_sku Yes* zol_g_med-vendor1

stock_qty 10

stock_qty_add 3

vendor_cost 99.95 supported if using multivendor add-on

stock_status 0 or 1 for “out of

stock” or “in stock”

supported if noT using multivendor add-on

status 0, 1, -1 for “inactive”,

“active”, “pending”

status of vendor offer in multivendor data

priority any numeric value third parameter to check in decision method (after in stock

and stock qty)

Price Comparison add-on specific FieldsField Required Example Description

vendor_price 19.99 vendor offer price

special_price 17.99 vendor offer special price during special from/to date range

special_from_date 2015-05-01 special price starting date

special_to_date 2015-05-11 special price ending date

state new offer state/condition defined in global/udropship/product_

state config.xml node

state_descr any text state/condition detailed description

vendor_title any text promo title that will be included in offers table on product

view page



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Examples

Sample Vendor 1

Template:

[sku] [vendor_sku] [stock_qty]

Input file:

zol_g_med zol_g_med-vendor1 10

Sample Vendor 2

Template:

[vendor_sku];[stock_qty_add]

Input file:

zol_g_med-vendor2;3

Import new vendor/product associationsThe only place to import vendor/product associations is from the admin area.

Sales > Dropship > Batches import/export > Batches > Create Inventory Import Batch

You need to set the following to “Yes” in

Configuration > Drop Shipping > Orders Batch options > Allow import new vendor/product association with inventory

import

If you do an import of big files you might consider turning off logs, i.e. set “no” in

Configuration > Drop Shipping > orders Batch options > Save inventory import data in batch



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Source/Destination LocationsLocal File

At this time, for security purposes, file writing is allowed only into Magento’s media/ or var/ folders and subfolders.

Examples

var/export/orders.txt

Remote FTP

Examples

ftp://username:[email protected]/path/to/orders.txt

Remote HTTP

Only for importing

Examples

http://username:[email protected]/path/to/orders.txt

Email attachment

only for exporting

Examples

mailto:[email protected][email protected]&subject=orders export from sample

store&body=Please find orders attached&filename=orders.txt

If filename is “-” or empty, the exported orders will be set as email body.


store&filename=-

Add single or multiple CC or BCC:


store&[email protected]&bcc[][email protected]&bcc[][email protected]&filename=-



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Cron Schedule Format

This uses the general crontab format http://en.wikipedia.org/wiki/Cron

Examples

Daily at 7am UTC

0 7 * * *

Bi-Weekly monday/thursday 7am UTC

0 7 * * 1,4

Monthly 1 day of month 7am UTC

0 7 1 * *



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Purchase Order Management add-on

IntroductionThe Purchase Order Management add-on introduces a new sales entity called Purchase Order(PO). In bare uMarketplace,

the Magento shipment record serves as a Po. The Purchase order Management add-on provides support of virtual/

downloadable products with a lot more flexibility in managing POs and shipments.

Automatic generation of POsTo configure automatic creation of Purchase orders, select the order statuses for which the system will generate Pos in

Configuration > Drop Shipping > Vendor options > Make Available to Dropship on order Status(es)

Almost all automatic functions in the uMarketplace® Extension are triggered by the status change of either an order, Po, or

shipment. Automatic Po creations stick to that model, too.

Important requirements for automatic Pos creationThe first requirement is selecting the proper order status on which to trigger a Purchase order creation in Configuration >

Drop Shipping > Vendor options > Make Available to Dropship on Order Status(es)

The second requirement is that orders need to be placed using one of the carriers, either dropship or split-rate.

If either of the above requirements is missing, POs will not being created automatically. If the dropship carrier is disabled

altogether, POs will not be created at all, even manually.

Notifications and automatic shipments creation

To create shipments automatically, a configuration needs to be set to send new PO vendor notification emails with packing

slip or shipping label attachments. For email notifications once an order is split to a PO:

vendor preference > Integration > New Order Notification Method = * Email notification

Both pairs need to be set to yes:

• For a packing slip to be attached to a vendor notification (with the Purchase Order Management add-on it also

automatically creates a customer shipment)



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Vendor preference > Integration > Attach Packing Slip to Notifications

Configuration > Drop Shipping > Vendor Options > Attach Packing Slip to Vendor Notification

• To attach a shipping label (with the Purchase Order Management add-on it also automatically creates a customer

shipment)

Vendor preference > Integration > Attach Shipping Label to Vendor Notification

Configuration > Drop Shipping > Vendor Options > Attach Shipping Label to Vendor Notification

and additionally the carrier needs to support label printing (UPS, USPS, FedEx)

vendor preference > Shipping Labels > Label Type — needs to be non empty (PDF or EPL) and valid carrier credentials need

to be filled in the proper section of vendor preferences

• Similarly, the setting for the vendor PO PDF (configured with the Purchase Order Management add-on) is:

Vendor preference > Integration > Attach PO PDF to Notifications Configuration > Drop Shipping > Purchase order

options > Attach Po PDF to Vendor notification

Create Pos manuallyone of the two key features of the Purchase order Management add-on is the ability to create partial Pos and shipments.

Another key feature is an option to create Pos by clicking on the Create Po button in the top right corner of the Admin

section of the order view page.

The Create Po page looks similar to Magento native pages where Invoices and Credit memos are created. The item quantity

selected appears on the page where Pos are created. The Multivendor add-on is used and a target vendor can also be

selected.

Reassign existing PosThe Purchase order Management add-on in combination with the Multivendor add-on possesses quite useful features,

including the ability to reassign an existing PO to another vendor. The PO status needs to be changed to “canceled” in the

Purchase order History box in Po view page.

If shipments were already created in that Po, either the “Full Cancel” or “nonshipped Cancel” checkbox needs to be

checked. The “Full Cancel” checkbox will change the Po shipment status to “canceled”, even if a shipment has a status of

“Shipped” or “Delivered.”

The “nonshipped Cancel” checkbox will cancel only non-shipped and non-delivered shipments.

once an existing Po is canceled, the order items status is also updated by changing the quantity of the Purchase order field.

Those order items are ready to be included in new Pos. Click the “Create Po” button in the order view page to select new

vendor and order item quantities. Click submit and a new Po will be generated.



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Create shipments and shipping labelsPurchase orders have to be generated and shipment records must be created in order for an order to fully process. A vendor

can accomplish this in the vendor portal dashboard order view box using the “Create shipment” box.

The great flexibility here is ability to create partial shipments using the “Partial Availability” selectbox. The vendor must select

“Ship Partial” and set a required quantity.

In addition, a vendor can generate shipping labels by checking the “Generate Label” checkbox.

These two features work in sync.

A partial shipment will sync the weight and value parameters of a Generated Label form.

It is very important to note that labels can be generated only using FedEx, UPS, and USPS system shipping methods.

If vendor shipping methods are configured using other carrier methods for actual shipments, vendors will not be able to

generate labels.

When creating a shipping label for a specific label, select the carriers that a vendor uses under: Configuration > Drop

Shipping > Vendor Options > Always allow generate labels for these system carriers.

In the Vendor Portal the “Generate Label Shipping Method” parameter select box will be populated with selected carrier

methods. In order to use a specific carrier for a shipping label, just select the required method.

If a vendor forgot to generate a label when a shipment was created or wants to create an extra label, there is an option

to generate a label from the shipment view box. After a vendor has created a shipment it will be included in the list of PO

shipments that are located under the Order Items table. Shipment IDs have a link that leads to a PO shipment view box,

where the vendor can change shipment statuses and generate labels.

The PO status depends on the shipment statusBy default Purchase Order statuses are strictly set to Shipped, Delivered, or Canceled.

A vendor cannot change a PO status to “shipped” unless shipments are created for all items and all shipments statuses have

a shipped status.

The same process applies to a “Delivered PO” status. To fully cancel a PO, shipments have to be canceled as well. (There will

be a checkbox labeled “Full Cancel” when a PO status changes to “Canceled”).

If the workflow is different and the PO has to be changed to any status, set “Yes” in:

Configuration > Drop Shipping > Vendor Options > Allowed forced PO status change



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Shipments auto-invoiceAnother Purchase Order Management add-on feature is the ability to send automatic invoices for shipments.

Shipments can be invoiced once the status changes in:

Configuration > Drop Shipping > Purchase Order Options > Auto-Invoice on these shipment statuses

To turn on the feature, set the following configuration:

Configuration > Drop Shipping > Purchase Order Options > Auto invoice shipment = Yes

This will work if the payment method used by the customer uses partial capture authorizations. (PayPal Website Payments

Pro and Enterprise Edition Payment Bridge are examples of services that enable partial capturing.).

Another option is to bypass the payment method’s limitation of “partial capture” in

Configuration > Drop Shipping > Purchase Order Options > Auto invoice shipment = Trigger whole order invoice

This option will invoice (capture) the whole order.

The latter option will be a better fit if there no are orders that need to be invoiced partially. This might happen for orders

split between two vendors so that we have two purchase orders that both need to be invoiced, but the order payment

method does not support the ability to capture them separately.



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Vendor Returns and Exchanges (RMA) Add-on

Customer AreaCustomers have an option to create RMA records. The screenshot below shows the link “Request RMA” on the order view

page in customer “My Account” > “My orders” > “View order”

on the “Create new RMA” page the customer selects the items to be returned, the quantity, and the state of items. The

customer will see the instructions that the Admin set up in Configuration > uReturns > Messages > Customer instructions

on “Request new RMA” page. Select “Reason to Return” and “optional comments.”



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once created, the RMA request splits the return between the vendors and creates a separate record and return submission

for each vendor whose products are contained in the request.



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Then an “RMA” link will appear on the order view page. The link leads to the list of RMA records with product destination

details. Each RMA record shows the vendor’s return address. on that page customers can print shipping labels that the

Admin has created. The admin creates a shipping label once he has approved an RMA and tracked its return. Any comments

the Admin adds to the RMA in process will also appear.



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Admin AreaThe administrator has an option to create RMA records with the “Create uReturn” button on the order view page. The

process is similar to the process in the customer area. Select items to return and separate records per vendor will be

automatically created.

once created, the Admin can add comments to the RMA records and change the status (Approve or Decline). Then the admin

can generate a return label and issue email notifications to customers with the label attached. The “Generate label” interface

is exactly the same as the interface for generating shipping labels.



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Global ConfigurationThe Vendor Returns and Exchanges (RMA) add-on creates a “uReturns” global configuration section. This section contains a

General section where the following can be configured:

• Vendor Comments Receiver (store owner) — Store Email Address identity to which the notification will be sent

• Vendor Comments Email Subject, Vendor Comments Template — once a vendor adds comments to an RMA record,

a notification will be sent to the admin based on this subject/template

• new RMA Vendor Notification Email Template — a transactional email that will be used to send new RMA

notifications to vendors

• RMA Comment Vendor notification Email Template — once the admin adds comments to an RMA record and

chooses to notify a vendor, this template will be used to create email content.

• Hide order information from customer on existing RMA page — to hide the order information on the RMA view

page in customer area, set this option to Yes

• Hide order information from customer on “Request new RMA” page — This option is similar to the previous

option and is set in the customer notification template

• Statuses — Manage RMA statuses here. For each status Customer Notes can be added, which will appear as a

special block in the customer RMA view page and update RMA notification emails depending on the RMA status. Allow

resolution notes — The vendor will be allowed to set RMA resolution notes, which will be visible to customers on the

RMA page and update emails. Show Receiver To Customer — hide the vendor return address from the customer until

the RMA reaches a specific status (set in “notification emails”).

• Item Conditions — manage the item conditions list that the customer can select from during the RMA process creation

• Reasons to Return — manage the “Reasons to Return” list that customers can select from during the RMA process

creation

In the Messages section messages can be customized. A customer sees these messages when the RMA record successfully

generates a “no items selected” error. Customer instructions on the “Request New RMA” page option can be added.

The customer specific notification template configuration is in:

Configuration > Sales Emails > uReturns

Configuration > Sales Emails > uReturns Comments

There are specific sections for each carrier that supports label printing (FedEx, UPS, USPS/Endicia). Configuration fields

here are similar to those listed in uMarketplace for shipment label printing. This section contains API credentials and some

auxiliary preferences to properly create labels.



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In addition, there are sections specific for each label printing carrier in Vendor edit > Preferences: “Returns Fedex Specific”,

“Returns Endicia Specific”, “Returns UPS Specific”. In each section, select which settings to use: “global”—the one set in

“uReturns” global config; or “vendor”—the one used to generate shipping labels.



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Vendor AreaThe “RETURnS” link in the vendor portal menu leads to the grid of vendor RMA records. Vendors can filter records, change

statuses in mass, and view details of specific RMAs. The RMA info box shows tracking numbers, shipping addresses, return

addresses, status changes, and communications between the vendor and the customers within the comments section.

Vendor Product Edithttps://unirgy.com/f/media/assets/vendor_product_edit/



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Vendor Bulk Product Upload Add-OnuMarketplace® Vendor Product Bulk Upload

Introduction

The Vendor Product Bulk Upload add-on is used to import products in mass using CSV files.

The idea behind this add-on is similar to the Vendor Portal Product Manager.

Type of product and columns config

Before the vendor can start a product upload he needs to select the type of product and attribute set within the product

type. Then he can optionally configure columns of the CSV file and determine their order. Attributes marked in Configuration

> Vendor Products Edit > Vendor Product Edit Form > Fieldsets marked as required cannot be removed from the

Configure Columns section of the bulk upload page. The table in this section has the following columns:



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• Columns with up/down row — used to change the order of columns that should match the columns of the CSV file

• Required — indicate columns as required and optional. optional columns can be removed; required columns cannot

be removed.

• Options — if the attribute uses source options this cell will have a link to open a popup window that shows a list of

possible options that the vendor can use in a CSV import file

• Action — gives the option to remove optional columns that are not presented in a CSV import file

After the vendor finishes reordering columns he can save his changes for future use. He needs to give a name for his config

in “Save Columns Config” and hit the save button.

Template/Example/Upload Files

After the vendor has advanced from the previous step by hitting the “next” button he will be presented with the Template/

Example/Upload Files section. Here the vendor can download an example file generated with sample data or get a template

file that will contain only header info that corresponds to the column configuration from the previous step. one good thing

about the example file is that the vendor can refer to it to search for possible values of attributes that he can use in his own

import files. once the vendor has his import file prepared he can upload it by hitting the Upload button.

This will open the progress popup window that will show progress info as well as other useful information about the import.

After the import is complete, the vendor will be presented with logs of the import process that the vendor can use to

troubleshoot errors. The vendor can also check information about previous imports using the Show Last Import Info link in

title of the page.



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Vendor Ratings Add-On

Ratings SetupRatings (titles and select types) are created in Sales > dropship > Reviews and Ratings > Manage Ratings

Ratings are divided into two types: Is Aggregatable = Yes and Is Aggregatable = no. Aggregatable ratings provide customers

with the option to rate using a scale from 1 to 5. These ratings will be further used for calculations of vendor stars (combined

ratings) and appear on the vendor’s landing page.

Vendors can be reviewed by shipments only. In order to rate the vendor the customer needs to first place an order. once the

shipment reaches the status set in Configuration > Drop Shipping > Vendor Rating Options > Allow customer review on the

following statuses, the customer can rate the shipment.

The administrator will need to approve new reviews in Sales > dropship > Reviews and Ratings > Pending Reviews. otherwise

these reviews won’t be counted in the vendor total and rating calculations won’t be visible in the reviews list on the web page.



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Customer areaIn the customer area there are two links:

1. My Vendor Pending Reviews — will list shipments applicable to reviews

2. My Vendor Reviews — will list already reviewed shipments

Customer notificationsAutomatic customer email notifications for shipment reviews can be configured in:

Configuration > Drop Shipping > Vendor Rating Options > Delay in days to send “Email notification / Follow up emails”.

Set up delays for days on which to send “Email notification / Follow up emails” to motivate customers to review vendor

shipments.

Separate multiple days with comma “,”. This will allow email notification and follow up emails to be sent on random days.



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Explicitly turn on vendor to allow reviewSet “Yes” to allow a vendor to be rated in Vendor edit > Vendor info > Allow customers review/rate vendor = Yes



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Vendor Add-OnCustomer AreaCustomers have three options for asking the vendor a question:

• From product page, the question context will be about a product. The visibility of the question (whether or not other

customers will see a question/answer) can be chosen public/private. Public questions will be visible on the product

page questions grid.

• From the customer area, the context will be a specific shipment and vendor determined by selecting a shipment from

the Ask A Question menu.

• From customer area, no specific context will be used. Just ask a general question to the vendor by selecting a vendor

from the Ask A Question menu.



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Admin AreaAdmins have two menu items:

sales > dropship > vendor questions > Pending Questions/Answers

sales > dropship > vendor questions > All Questions/Answers

The first one shows all questions, either with pending question statuses or pending answer statuses. By default all questions

and answers moderated by the Admin. The vendor will see a question and a receive notification about it once the Admin

approves it. The same applies for answers; a customer will see an answer and receive notification once the Admin changes

the answer status to “approved.”

In these grids the Admin can perform the following mass actions: Update Question Status, Update Answer Status, Send

Customer notification, Send Vendor notification.

In addition, the Admin can quickly access a customer/vendor account and visit the question context page (product or specific

shipment). The admin has the ability to reply or moderate customer questions and vendor answers. Questions also could be

accessed from the vendor edit page or the customer edit page via specific tabs.



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Global Configuration

• Is product view info use tabbed layout — this option should reflect which layout is used for product pages. Select

“Yes” for the tabbed layout or “no” for the default layout.

• “Default Question Status”, “Default Answer Status” — if moderation of customer questions or vendor answer

needs to be skipped, change these options to “Approved” accordingly.

• “Show customer info to vendor”, “Show vendor info to customer” — changing these options to “Yes” will release

email addresses to vendors and customers respectively.

• Admin Notification Email Recipient — email identity of the admin notification receiver.

• Send new customer question/vendor answer notifications to admin — if the Admin moderates questions/answer

set this options to “Yes” to receive instant notifications.

• Admin New Question Notification Template — transactional email with details about new questions.

• Admin Answer Notification Template — transactional email with details of new answers.

• Send customer/vendor notifications copy to admin — receive a copy of notifications that the customer and vendor

receive.

• Send vendor notifications — notifications sent to the vendor can be turned on or off. These notifications can be sent

using the questions grid.

• Vendor Notification Email Sender — email identity that will be used to send vendor notification emails.



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• Vendor Notification Template — transactional email used to notify vendors of new questions

• Send customer notifications — notifications sent to customers can be turned on or off.

• Customer Notification Email Sender — email identity that will be used to send notifications to customers.

• Customer Notification Template — transactional email used to notify customers of new answers

Vendor AreaThe Vendor Questions add-on creates a “Customer Questions” link in the vendor portal menu that leads to the grid of

vendor questions from customers. The vendor can filter questions, quick access context pages (shipment or product), and

view details of specific questions. In the question view/edit page the vendor can answer new questions or modify existing

ones. In case the answer status is Approved, the vendor can also trigger email notifications to the customer using the “Save

and Email” button.



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CAPTCHAThe question form in the product view page can be configured to have CAPTCHA. First enable Magento native CAPTCHA in:

Configuration > Customer Configuration > CAPTCHA > Enable CAPTCHA on Frontend

Then select the “Ask Vendor A Question” option in:

Configuration > Customer Configuration > CAPTCHA > Forms



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Vendor Membership Add-On

ConfigurationThe Vendor Membership add-on will allow for Magento recurring profiles in conjunction with vendor registration of the

Microsite Pro add-on (which is required for the Vendor Membership add-on).

Virtual products have to be created with recurring profiles. Each product will reflect vendor membership payment schedules

and prices. More details regarding the Magento Recurring Profiles functionality can found here:

http://docs.magento.com/m1/ce/user_guide/catalog/product-recurring-profile.html.

once virtual products with recurring profile are ready, membership levels can be created in Configuration > Vendor

Membership > General > Membership Types

The admin can add membership levels, set up codes, add titles, and sort orders. These changes are configured in the Product

SKU column set SKU of recently created virtual products with recurring profile setups. The admin can add membership levels

that determine how many products a vendor can create.



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Payment methodCurrently the only supported payment method for the Vendor Membership add-on is PayPal Express. More details about

how to set up PayPal in Magento can be found here:

http://docs.magento.com/m1/ce/user_guide/payment/paypal-express-checkout-intro.html.

Registration processThe vendor registration is very similar to the process used in the Microsite Pro add-on. In addition, the vendor will be

presented with an option to select a membership level. After filling out the registration form and selecting a membership

level, the vendor will be redirected to the PayPal Express page to confirm the subscription agreement. After doing so, the

vendor will be redirected to the registration confirmation page. If the subscription was successful vendors will be able to log

in to the vendor portal and start to create products and accept orders. The vendor account is synchronized with recurring

profiles. If a profile is suspended the vendor account will be suspended too and all products will be suspended (removed).



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Vendor Promotions Add-On

IntroductionThe Vendor Promotions add-on provides the option for vendors to create shopping cart rules with coupons (optional) from

the Vendor Portal. This feature allows for greater shopping cart flexibility and gives vendors the opportunity to generate

more sales through promotions.

on the checkout, promotions will apply to applicable vendor products only, leaving other vendor products at their default

prices.

ConfigurationWhen creating a promotion the vendor will have the following options:

• Set up name and description

• Coupon code (optional). If a coupon code is set up, the customer will be able to use it only after the code is submitted

at the checkout. If a coupon code is not set up, a promotion will be applied automatically

• Set the restriction on the number of times a promotion can be used (Uses per Coupon) or by single customer (“Uses

per Customer”)

• Set the dates when a promotion will be valid: From Date and To Date

• Apply — how a promotion will affect a customer shopping cart (how to use the Discount Amount field). options are:

1. Percent of product price discount — subtract from the product price percent

2. Fixed amount discount — subtract the fixed amount from each product

3. Fixed amount discount for whole cart — subtract the fixed amount for the whole cart

4. Buy X get Y free (discount amount is Y). In the Discount Qty Step (Buy X) the vendor needs to set up how

many same products the customer needs to purchase in order to get free items. (The Discount Amount in this

case is number of free items)

• Maximum Qty Discount is Applied To — The vendor can restrict how times a promotion can be applied to an item.

• Set up whether a promotion will give customer Free Shipping and if the Discount Amount can also affect the shipping

amount



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ConditionsThis section allows you to set up conditions that allow for a promotion to be applied to a customer’s shopping cart.

The vendor can group sub-conditions by logical unions. Set up conditions that check vendor products in a cart as a whole

(total qty, total amount) or by existence/absence of some products in the cart (attributes check, categories check, by sku, or

combinations).

Actions FilterThis section has a lot in common with the Conditions section. Here you can add a filter to apply promotions to specific

items. The Conditions section helps set up general rules and secondary rules for each checked product.



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Vendors Tax Add-on

ConfigurationThe vendor tax add-on allows you to create tax rules based on a combination of product tax class, customer tax class, and

vendor tax class.

The third rule option determines the vendors for whom the tax applies.

You need to create vendor tax classes same way you create tax classes for products and customers in sales > tax > vendor

tax classes.

Then assign tax classes for each vendor. You might have as many tax classes as vendor states or countries or any other

criteria.

Then create tax rules for a combination of customer/product/vendor tax classes and associate respective tax rates.



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Examples

You have tax rate for Florida so you create a vendor tax class named “Florida” and select it in

vendor edit > vendor info > Vendor Tax Class

You can also use a mass action in the vendors grid and create tax rules for to combine customer/product tax classes

and Florida vendor tax classes. (You would then select “FL tax rate” for that rule.) That rule will take effect only when the

customer address is located in Florida. The vendor tax class will be set to Florida as long as you associated Florida vendor tax

class with Florida vendors. The setting will apply when both the customer and the vendor are from Florida.



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Vendor Ship-To Location Limit Add-on

ConfigurationThis add-on allows you to configure shipping limitations that match vendor requirements.

You as the admin will define customer zones (customer ship classes). And then either the vendor or the site admin will

configure which locations the vendor can ship to.



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Customer ShipclassZones (Customer Shipclasses) could contain multiple countries, states, and zip code limitations. Each rule should be

separated with a new line, comma, or semicolon. Here are some possible post code rules:

1. Simple glob expression

SK6???? SK6+ SK6 12*

2. Range

90000-91000

3. Exact value

90210

Filter Products on Frontend

This module also presents the ability to filter products on the frontend based on customer locations. Upon first visiting a

product page the customer will be presented with a popup that asks for his location (country/state/postcode). After the

customer fills out address information all products on the website will be filtered for his location (vendor shipclass limit).

This functionality is optional and you can turn it off in Configuration > Drop Shipping > Customer Options > Enable

Products Filter By Vendor Ship-To Location Limit



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It’s also possible that the customer location popup will not match your website’s theme. In that case you need to modify the

HTML and CSS of this popup. To do so, copy the template file from:

app\design\frontend\base\default\template\udsclimit\popup.phtml to your custom theme app\design\frontend\<your design

package>\<your theme>\template\udsclimit\popup.phtml and modify it’s html/css.



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Split Rate Add-On Configuration



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1. Enabled. Set this to “Yes” to enable the add-on or to “no” to disable it. When enabled, it will provide your customer

with shipping methods per vendor. See fig 1 and fig 2.

Figure 1



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Figure 2



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2. Title. The title of the Shipping method to display in the cart. See fig 3.

Figure 3

3. Calculate Handling Fee. How the Handling fee should be calculated. You can choose between “Fixed” and

“Percentage”.

4. Handling Fee. The fee value. Remember, if you chose “Percentage” in number 3 you need to enter a percentage value.

If you chose “Fixed”, you need to enter the actual value. The handling fee will be added to the shipping amount. See fig

4 and fig 5.

Figure 4



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Figure 5



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5. Ship to applicable countries. This option allows you to choose if you want to enable this shipping method for “All

Allowed Countries” or just “Specific Countries”.

6. Ship to Specific countries. If you selected “Specific Countries” in number 5, you need to choose the applicable ones

from this list. You can select multiple countries by holding down the CTRL button while selecting the countries.

7. Displayed Error Message. You can customize the error message to be shown if the shipping method is not available.

8. Sort order. Sets the sorting order for the shipping method.

9. Hide vendor names on checkout. You can choose to show or hide the vendor names when the customer checks out.

See fig 6 and fig 7.

10. Hide items amounts and subtotal on shipping method page. You can choose to show/hide the amounts in the

“Shipping Method” step of the checkout; see fig 6 and fig 7.

Figure 6



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Figure 7



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Vendor Minimum Amounts Add-OnIn order to set minimum order amounts for vendors, the Vendor Minimum Amounts Add-on is required. The add-on allows

the site owner to set minimum quantity or price amounts for product orders. This add-on is free of cost and requires a

simple install. For more information, visit: https://unirgy.com/products/umarketplace

Responsive Vendor Portal Add-OnThe Responsive Vendor Portal add-on allows vendors to access the vendor portal from any device. The portal has a clean and

modern interface designed specifically for responsive web. Mobile navigation is simple and easy to use, and the portal allows

vendors to add customizable themes, colors, and styles to their product pages. To view more information about this add-on,

visit: https://unirgy.com/products/umarketplace/



UNIRGY

Video DemonstrationSee an 48-minute video demonstration of uMarketplace® and learn how to quickly implement the extension on your website.

You can quickly configure your store with products, vendors, shopping carts, and shipping services.

https://www.youtube.com/watch?v=j5ohgy8yuv0

To view a short feature overview, visit our website:

https://unirgy.com/products/umarketplace/

Contact Us our extensions come with one year of unlimited support from our engineers. For questions about uMarketPlace®, please

contact us at [email protected]. You may also call us +1 (503) 298-6894.

Visit our website to see the latest information about our extensions and view similar products that may be useful for your

Magento application: https://unirgy.com/

12042 SE Sunnyside Rd Suite #300

Clackamas, oR 97015

www.unirgy.com

[email protected]

+1 (503) 298-6894



UNIRGY

12042 SE Sunnyside Rd, #300Clackamas, Oregon 97015

68 Jay Street, Suite 201Brooklyn, New York 11201

1-503-405-9724 [email protected] www.unirgy.com

UNIRGY

Documents

USER GUIDE uMarketplace - Magento · 2019-01-07 · (and generally for Magento), it is assumed to be a method of calculating shipping estimates. For example, while UPS, USPS, FedEx