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1 INTRODUCTION..............................................................................................................4
2 INSTALLATION................................................................................................................5
2.1 MakesurethationCubeLoaderisinstalled.....................................................................................................52.1.1 WhattodoifionCubeLoaderisnotinstalled......................................................................................................................52.1.2 InwhichfoldersdoIneedionCubeloadertobeactive?.................................................................................................5
2.2 InstallationonJoomla.............................................................................................................................................52.2.1 Installerpackages.............................................................................................................................................................................52.2.2 ActivationofJoomlaplugins........................................................................................................................................................62.2.3 Customergroupsetup....................................................................................................................................................................62.2.4 Setupofusergrouppermissions...............................................................................................................................................6
2.3 InstallationonWordpress.....................................................................................................................................7
2.4 IntegrationofConfigBoxinJoomla.....................................................................................................................82.4.1 ConfigBoxMenuItemTypes........................................................................................................................................................82.4.2 NativeSEFURLs................................................................................................................................................................................9
2.5 IntegrationofConfigBoxinWordpress.............................................................................................................92.5.1 Showproductlistsandconfiguratorsonyoursitewithshortcodes........................................................................92.5.2 SEFlinkstoconfiguratorpages...............................................................................................................................................102.5.3 SEFlinkstoCartandCustomerAccountpage..................................................................................................................11
3 CONFIGURATOR...........................................................................................................12
3.1 Basics...........................................................................................................................................................................123.1.1 Languages(Joomlaonly)............................................................................................................................................................123.1.2 ProductListings.............................................................................................................................................................................123.1.3 Products.............................................................................................................................................................................................123.1.4 ConfiguratorPages.......................................................................................................................................................................153.1.5 Questions..........................................................................................................................................................................................153.1.6 PredefinedAnswersandtheirassignmenttoquestions..............................................................................................16
3.2 CompatibilityRules................................................................................................................................................16
3.3 Calculations...............................................................................................................................................................173.3.1 CalculationusingMatrices........................................................................................................................................................183.3.2 CalculationusingCode................................................................................................................................................................193.3.3 CalculationsusingtheFormulaEditor.................................................................................................................................20
3.4 One-timePricesandRecurringPrices.............................................................................................................21
3.5 ProductVisualization............................................................................................................................................25
4 ORDERMANAGEMENT.................................................................................................26
4.1 Cartpage.....................................................................................................................................................................264.1.1 Controlwhatacustomercandoonthecartpage...........................................................................................................264.1.2 SettheContinueShoppinglisting..........................................................................................................................................27
4.2 CustomerData..........................................................................................................................................................27
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4.3 CustomerGroups.....................................................................................................................................................284.3.1 Associatedplatformgroup(Joomlaonly)...........................................................................................................................284.3.2 Taxdisplaymode...........................................................................................................................................................................294.3.3 Controldisplayofprices.............................................................................................................................................................294.3.4 Discountlevels................................................................................................................................................................................29
4.4 ShippingManagement...........................................................................................................................................29
4.5 PaymentMethods....................................................................................................................................................304.5.1 Bundledconnectorstoonlinepaymentserviceproviders.........................................................................................30
4.6 EmailNotifications..................................................................................................................................................314.6.1 NotificationSnippets....................................................................................................................................................................32
4.7 Invoices.......................................................................................................................................................................324.7.1 InvoiceSettings..............................................................................................................................................................................32
4.8 GoogleAnalyticsTrackingandReporting......................................................................................................334.8.1 Prerequisites...................................................................................................................................................................................334.8.2 GoogleAnalyticsE-commerceTracking..............................................................................................................................334.8.3 UseofGoogleAnalyticsgoals...................................................................................................................................................34
4.9 Reviews.......................................................................................................................................................................35
4.10 CountriesandShipping.........................................................................................................................................364.10.1 TaxHandlingforCitiesandStates.........................................................................................................................................364.10.2 PredefinedCities............................................................................................................................................................................36
4.11 UsingIPGeolocationtoprefillcustomerdataandotherpurposes.......................................................36
5 CUSTOMIZINGCONFIGBOX..........................................................................................36
5.1 CustomQuotationPDFs........................................................................................................................................37
5.2 CustomWordingandTranslations...................................................................................................................385.2.1 Understandingtheconceptoflanguagefiles....................................................................................................................385.2.2 Workflowtofindandcustomizeaphrase..........................................................................................................................39
5.3 CustomFields...........................................................................................................................................................39
5.4 CustomCSSstyling..................................................................................................................................................40
5.5 CustomJavaScript...................................................................................................................................................40
5.6 CustomTemplates..................................................................................................................................................40
5.7 CustomTemplatesforSpecificListings,Products,PagesandQuestions.............................................43
5.8 CustomConnectors.................................................................................................................................................43
5.9 CustomNotificationsnippets..............................................................................................................................46
5.10 CustomRuleConditions........................................................................................................................................475.10.1 Howtodevelopacustomrulecondition............................................................................................................................475.10.2 WhatisConditionData?.............................................................................................................................................................48
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6 NOTESFORCONFIGBOXUPGRADES.............................................................................49
6.1 UpgradefromConfigBoxversionspriorversion3.1...................................................................................49
7 TROUBLESHOOTING.....................................................................................................49
7.1 PricingandProductVisualizationdoesnotupdate....................................................................................49
7.2 Theinstallationfailedanduninstallationisnotpossible.........................................................................50
7.3 Paymentmethodchangesarenoteffective...................................................................................................50
7.4 IssueswithSH404SEF............................................................................................................................................50
7.5 Anerrormessageoccurredafteruploadingapackage.............................................................................51
8 EXTENSIONS.................................................................................................................51
8.1 VirtueMartConnector............................................................................................................................................51
1 Introduction
ThismanualisforbothJoomlaandWordpress,thedifferencesabouttheintegrationarepointedoutwheretheyoccur.
Support
RovexoandanetworkofSolutionPartnersprovidesupportforthesetupoftheapplicationanddevelopmentofextensions,customizationandindividualgraphicdesign.
Shopadministrationanddataentry
Productdataentryisimplementedforquicklearning,user-friendlinessandintuitivehandling.Thisenablesstaffwithminimaltechnicalbackgroundknowledgetomanagetheapplication.
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2 Installation
2.1 MakesurethationCubeLoaderisinstalled
OnJoomla2.5:Intheadminarea,gotoSite->SystemInformation->PHPInformationOnJoomla3.x:Intheadminarea,gotoSystem->SystemInformation->PHPInformationOnWordpress:WordpressdoesnotshowyouPHPinformation–askyourdevelopmentcompanyorhostingprovider
Inthefirstsectionofthepage,youseeaninformationblocksimilartothisscreenshot(theactuallogoandexacttextdiffersbetweenwebservers):
Ifyouseetheline‘withtheionCubePHPLoader[…]’,yourwebserverhasionCubeloaderinstalled.
2.1.1 WhattodoifionCubeLoaderisnotinstalled
PleaserefertoyourhostingprovidertogetionCubeLoaderinstalled.
2.1.2 InwhichfoldersdoIneedionCubeloadertobeactive?
Inmostserversetups,ionCubeLoaderisactiveforanyfolderonyourwebspace,butinsomeyouneedtoenableitforspecificfolders(usuallybyplacingaphp.inifilewithloadinginstructionsintherespectivefolders).Ifso,enableionCubeLoaderforthesefolders:
Joomla:
/(Joomlarootfolder)/administrator//components/com_configbox/
Wordpress:
/(Wordpressrootfolder)
/wp-admin(Wordpressbackendfolder)
2.2 InstallationonJoomla
IfyouuseWordpress,skipovertothenextchapterwherewedescribetheinstallationonWordpress.
2.2.1 Installerpackages
BeforeyouinstallorupgradeConfigBoxyoumustcreateabackupofyourwebsitetopreventdatalossordowntimesofyourstore.Thisisasafetymeasureincaseofaninterruptedupgradeprocess.
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ToinstallConfigBox,haveyourinstallationpackagesready,theyconsistofmultiplefilesofthetype.tar.gzor.zip–YoudownloadedConfigBoxasone.zipfile,youneedtounzipitandusethepackagesinthefolder“Installation”or“Upgrade”.
AttheExtensionManager,selectyourfirstpackagewiththefileuploadelementandclickon“Upload&Install”.
Afterinstallationofthepackagecom_configbox.zipyouwillbeaskedtoenteryourlicensekey.YouseeyourlicensekeyinthecustomercenterontheConfigBoxwebsite.
Continueinstallingallthepackages.Ifanyerroroccursduringinstallationcheckthetroubleshootingsection.Ifyoufindnosolution,pleaseconsultyourservicepartnerorRovexo.
2.2.2 ActivationofJoomlaplugins
Pluginsthatyouinstallaredisabledbydefault.EnablethemusingthePluginManageratExtensions.Clickontheredsymbolnexttothenewlyinstalledplugins.
2.2.3 Customergroupsetup
ThisisnotneededforJoomla1.5
GotoSettings->CustomerGroups->DefaultGroupandsetaJoomlausergroupatPlatformGroup(saveonceifalreadyfilledout).
MakesurethatthisgrouphaspermissiontologintothesiteatJoomla->Site->GlobalConfiguration->Permissions.
Whatisthismeantfor?ConfigBoxdoessilentregistrationandcreatesalinkedJoomlauseraccount.ThegroupinformationisusedtosetthecorrectJoomlausergroupforthisuseraccount.
2.2.4 Setupofusergrouppermissions
Joomlagrouppermissionsareusedtoallowordisplaycertaintasksorfeatures.Afterinstallation,yourpublicgrouphasnopermissionsforanyofthesetasks,youneedtosetthesemanually.
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AllowSiteLoginfortheJoomlaguestusergroup
AtSite->GlobalConfiguration->Permissionsyouneedtoallowtheguestusergroup(bydefaultcalled‘Public’tologintothesite.ThisenablesConfigBoxtoautomaticallyloginusersafterarequestforquotationorcustomerdataentry.
AllowSiteLoginforusergroupsassociatedwithcustomergroups
IfyoucreatedmultiplecustomergroupsandassociatedthemtootherJoomlagroups,youneedtosetthesamepermissions.
2.3 InstallationonWordpress
DownloadthepluginzipfileanduploadtoyourWordpresssite’spluginfolder
OntheConfigBoxwebsiteyoudownloadthesoftwareasazipfile.Youunzipitandyoushouldhaveafoldercalled‘configbox’.YoucopythisfoldertothepluginsfolderofyourWordpressinstallation.Bydefault,thisfolderisin/wp-content/plugins.
Intheendthereshouldbeafolder/wp-content/plugins/configboxwithanumberoffilesinit.
ActivatetheConfigBoxplugin
GotoyourWordpressbackend,goto‘Plugins’,find‘ConfigBox’inthelistandclickon‘Activate’.
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ClickonConfigBoxonthesidemenuandgothroughthepostinstallationsteps.
AllowamomentforConfigBoxtoruntheinitialdatabasesetupandthengothroughthepostinstallationwizardwherethesoftwarewillaskyouafewthingsaboutcurrencies,taxesetc.OncedonethewizardwilldirectyoutotheConfigBoxdashboardandyouarereadytosetupyourfirstproduct!
2.4 IntegrationofConfigBoxinJoomla
TodisplayConfigBoxpagesonyourwebsite,youusemenuitemsjustasanyothercomponent.
Goto“Menus–YourMenu”andclick“New”,thenchoosethemenutype.ConfigBoxoffersmultiplemenuitemtypeswithparameters.Themostimportantoneisthetype“ConfigBox–ProductListing”whichwillshowallyourproductsoralistingofcertainproducts(groupedbyproductlistings).
2.4.1 ConfigBoxMenuItemTypes• ConfigBox–ConfiguratorPage
Alinktoaconfiguratorpageofaproduct.• ConfigBox–Cart
LinktotheConfigBoxshoppingcart.
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• ConfigBox–ProductDetailsLinktoadefinedproductdetailspage.
• ConfigBox–ProductListingLinktoapagethatshowsallyourproductsorproductsofacertainlistingifdefined.
• OrderManagement–RefundPolicyPageLinktotheRPasdefinedintheShopDataofConfigBoxOrderManagement.
• OrderManagement–TermsandConditionsLinktotheTOCasdefinedintheShopData.
• OrderManagement–CustomerProfilePage• OrderManagement–EditProfilePage• OrderManagement–LoginForm(youcanalsouseastandardJoomlaloginform)• OrderManagement–RegisterForm(youcanalsouseastandardJoomlaregistrationform)
2.4.2 NativeSEFURLs
ConfigBoxusestheJoomlaframeworktocreateSEFURLs.TheuseofthirdpartytoolstomanipulateURLsisnotsupportedandwerecommenddisablingthemforConfigBoxandOrderManagementpages.
Importantnote:YouneedtoenableSearchEngineFriendlyURLsintheJoomlaGlobalConfigurationtobenefitfromConfigBoxSEFURLs.
HowConfigBoxSEF-URLsarebuilt
ConfigBoxanalysesthemenuitemstructureanddeterminestheoptimalSEF-URLforpages.Ingeneralitusesthemostspecificmenuitem.Whentwoequallyspecificmenuitemsarefound,parentmenuitemsofthecurrentpageareprioritized.Inthefollowingyouseetheorderinwhichpagesarechecked.
Productlistings:
• Menuitemoftype‘ProductListing’withamatchinglistingid• Menuitemoftype‘ProductListing’withnodefinedlistingid
ProductPage:
• Menuitemoftype‘ProductPage’withamatchingproductid• Menuitemoftype‘ProductListing’thatcontainstheproduct(productaliasisappended)• Menuitemoftype‘ProductListing’withnodefinedlistingid(productaliasisappended)
Configuratorpage:
• Menuitemoftype‘ConfiguratorPage’withamatchingpageid• Menuitemoftype‘ConfiguratorPage’withamatchingproductid(pagealiasisappended)• Menuitemoftype‘ProductPage’withamatchingproductid(pagealiasisappended)• Menuitemoftype‘ProductListing’thatcontainstheproduct(productandpagealiasisappended)• Menuitemoftype‘ProductListing’withnodefinedlistingid(productandpagealiasisappended)
2.5 IntegrationofConfigBoxinWordpress
2.5.1 Showproductlistsandconfiguratorsonyoursitewithshortcodes
InConfigBoxyousetupyourproductlistsandproductsandthenmakeregularpostsorpageswithshortcodestoaddalist,aproductordirectlyaconfiguratorpageonyoursite.
Onthetopoftheeditscreenforproductlists,productsorconfiguratorpages,youseetherespectiveshortcode.
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Feelfreetoaddsomeextraattributetohelpyourecognizewhatproductyou’redealingwith.
Forexample:[configboxview="product"id="1"product="Myproduct"]
2.5.2 SEFlinkstoconfiguratorpages
TocontrolhowtheURLstoyourconfiguratorpageslooklike,seethefield‘SEFSegment’in‘Others’onyourproducteditscreenandin‘Display’onyourconfiguratorpageeditscreen.
SEFSegmentfieldinproduct:
SEFsegmentfieldintheconfiguratorpage:
Thesetwofieldmatterwhenyouembedaproductlist.TheURLtotheconfiguratorpageswillbebuiltusingtheproduct’sandconfiguratorpage’sSEFSegment.
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2.5.3 SEFlinkstoCartandCustomerAccountpage
YouchoosetheSEFlinkintheConfigBoxsettings.
BesuretouseaURLsegmentthatisn’tinuseforanyposts/pages.Asofnow,thesystemdoesnotcheckforthat.
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3 Configurator
3.1 Basics
3.1.1 Languages(Joomlaonly)
Joomlaonly:TheWordpresseditioncurrentlyisn’tmultilingual–we’relookingintofindingasolidwaytoworkwiththevariousmulti-languageplugins.Tillwecomeupwithsomethinggood,CBforWordpressissinglelanguage.
Tousemultiplelanguagesintheconfigurator,youneedtohavesetcontentlanguagesinJoomla(SeeExtensions->LanguageManager->TabContent.YouthenchoosethelanguagestouseintheconfiguratoratConfigBox->Settings->Languages.
Stepbystep:
• InstallthelanguagepackintheJoomlalanguagemanager(Extensions->LanguageManager)• Addthecontentlanguageforthislanguage(Extensions->LanguageManager>Content)• ActivatethelanguageinConfigBox(ConfigBox->Settings->ActiveLanguages).
Important:MakesureyouhavesetthelanguagetagcorrectlythefirsttimeintheJoomlalanguagemanager.Changingthelanguagetag(e.g.en-GB,de-DEetc.)laterwillmakealltranslationsinConfigBoxdisappearsincethetagconnectstheJoomlalanguagewiththeConfigBoxlanguage.
ConfigBoxhasthelanguagesGermanandEnglishbuiltin.Youcanaddtranslationsyourself;youfinddetailedinformationonhowtodoitinthechapter6.2.3‘Addingalanguage’.
3.1.2 ProductListings
Productlistingsareusedtodisplayproductstogetheronoverviewpages(likehouseholdgoods,powertoolsoraccessories).Youcanassignproductstolistingsandyoucanassignaproducttomultiplelistings.
Toaddalisting,goto“ConfigBox-ProductListings”andclick“Add”.Setanameandsave.YoucanthenaddamenuitemwiththeJoomlaMenuManagertoshowthelistingonyourwebsite.
3.1.3 Products
Youcansetupproductsthatareconfigurableornon-configurable.Tohaveanon-configurableproduct,additanddonotaddanyconfigurationpagestoit.
Youaddoreditproductsintheproducttreeviewontheleft-handsideoftheadminarea.Youcanexpandeachentryandyouseelinkstoaddproducts,pages,questionsandanswers.
Youcandragpagesandquestionstoadjustordering.
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3.1.3.1 Others->ProductSEFSegment
TheproductSEFsegment(prev.calledalias)isusedforSEFURLs(seesection‘HowConfigBoxgeneratesSEFURLs’)andhastoconsistofcharactersthatarevalidforURLs(ifyouareunsure,usea-z,0-9andminusonly).
3.1.3.2 BasepriceandBasepricerecurring
Atthissectionyoucanassignabasepriceonwhichallextrasduringconfigurationareaddedto.
Whenyouuserecurringpayments,thenwiththepricelabelyoucandecorateyourprice,especiallyusefulifyouusesetupandrecurringcostsinparallel.Withacustompricetext,youcanpresentapricewithyourownwordingandinsertthepricevalueusingtheplaceholder%s.Thisenablesyoutodisplayyourpriceas‘Startingfrom€100’.
3.1.3.3 ProductDescription
Productdescriptionsareshownintheproductlistinganddetailspage.Youhaveseparateproductlistingdescriptionandproductdetailsdescription.Ifyouset‘Useproductdetailsdescriptionastemplate`,allyourenteredHTMLwillbeusedas-isintheproductdetailsgivingyoufullcontroloverthelayout.Youcanthenuseplaceholdersfordynamicfieldslikepriceand‘addtocart’or‘configure’buttons.Seethefield’stooltipfortheplaceholdernames.
3.1.3.4 Productdetailpanes
Withproductdetailpanesyoushowproductdetailssegmentedinatabbedinterface.Youcanchoosetodisplaytheproductdetailsinproductpagesandconfiguratorpages.
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Exampleproductdetailpanes
Theseareexampleproductdetailpanes.Actualfont-sizes,colorsandboxwidthsmayvaryandmaybeinfluencedbythewebsite´sstyling.
Listingofproductdetailpanesinproductdataentryform
Importantnote:Ifyoujustaddedanewproduct,saveoncebeforeyouaddproductdetailpanes.
Youcanenterheading,anoptionalicon,CSSclassesandHTMLcontent.CSSclassesenablewebdesignerstosetspecificstylingforheadingsandpanecontents.
Customizationofproductdetailslocation
Tochangetheareawhereproductdetailsaredisplayed,create/edityourcustomproductorconfiguratorpagetemplateandadd/movethissnippet:
<?php if ($this->showProductDetailPanes) { ?> <div class="product-detail-panes-wrapper"><?php echo $this->productDetailPanes; ?></div> <?php } ?>
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3.1.3.5 ProductVisualization
Ifyouliketoshowaproductvisualizationinconfiguratorpages,thecart,thePDF-quotationandorderconfirmation,setupthedimensionsofthevisualization.Visualizationimagesofoneproductshouldhavethesamedimensions.
3.1.3.6 Selectionoverviewonconfiguratorpages
Theselectionoverviewisthepricemodulethatyoucanshowonconfiguratorpages.Itsummarizestheconfiguration,showspricingandtaxesandcanhavecartandquotationrequestbuttons.
Theoverviewisconfigurable.Youhaveglobalsettingsinthesettingspage,andsettingsspecifictoaproductintheproducteditscreen.
3.1.4 ConfiguratorPages
Note:Configuratorpageswerecalled‘Categories’inpreviousversionsofConfigBox.
Configurationpagesenableyoutocreateaconfiguratorwithmultiplesteps.Ifyouonlyneedonestep,youjustcreateonepage.
3.1.5 Questions
Yousetupaquestionforeachchoicethecustomershallmakeintheconfigurator.Youcanchooseifthecustomerneedstoanswerandsetrulesforeachquestionandanswerstocontrolwhatquestionsthecustomerwillseeandwhichanswerswillbeavailabletohim.
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3.1.6 PredefinedAnswersandtheirassignmenttoquestions
Typicallyyouassignanswersthatarespecifictoaquestion.Butincaseyouhavealargercatalogueandsomeanswersrepeatthemselvesyoucanreuseanswersacrossquestionsandacrossproducts.
Mindthedropdownonthetopleftat‘Answer’.Whenyouaddananswertoaquestionyoucanherepickanexistinganswerandwhenyoudo,alldataontheleft-handsideoftheformwillbesharedacrossthecatalogue.Achangeinoneoftheseanswerswillbereflectedinallofthem.
Aboutusingpricecalculationsinanswers
Withoutapricecalculation,thestaticprice(seefieldintheleft-handside)isused.Ifyouassignapricecalculation,thatstaticpricewillbeignoredandthecalculationresultwillbeusedinstead.
AboutVisualization
Mindthatyoudon’tseevisualizationsettingsintheanswersifyouhaven’tenabledVisualizationinyourproduct.
TheimageyouuploadatVisualization->VisualizationImagewillbeaddedtotheproductvisualizationifthecustomerselectstheanswer.Tocontrolthepositioninthevisualizationstack,enteranumberatthefieldVisualizationStackingOrder(highernumbersmaketheimagestackedhigherup).SeesectionProductVisualizationforreference
Rules
Compatibilityrulesenableyoutosetconditionsthatmustbemettoshowtheanswer.SeesectionCompatibilityRulesforreference.
3.2 CompatibilityRules
Compatibilityrulesenableyoutosetconditionsinquestionsandanswersthatmustbefulfilledbeforethequestion/answerbecomesvisibletothecustomer.Thesystemevaluatestheconditionseachtimethecustomeranswersaquestionorchangesananswer.
Yousetoreditaruleineachquestionandanswereditscreenandchoosebehaviorforvarioussituations.Forquestionsandanswersyouchooseifthequestion(oranswer)shallbehiddenorgreyedoutwhilenotapplying.
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Inthequestioneditscreenyoucanchoosewhatshallhappenwhenthecustomer’scurrentselectionbecomesimpossible(deselect,findalternative,alertthecustomerornot).
Yousettheconditionsofyourrulewithavisualdraganddropeditor.
Ruleeditor:
1)Pickaquestiononthelowerleftsidetoseeallavailableconditionsregardingit.2)Dragtheconditionyouneeduptotheruleareaontop3)Mostconditionshavesettings.Youcanclickonthetext“is”tochangeittoIsnotorenteravalue4)DragcombinatorslikeANDorORtocombineconditions5)Shift-SelectconditionsintheruleareaandclickPutinBracketstocombinethemasonecondition(toimproveclarityonprecedenceinprocessingthelogic).
3.3 Calculations
Withcalculationsyoucanimplementcomplexpricingstructureswithnoneedforprogramming.Dependingonthepricinglogicofyourproductsyouseeifpricematrices,formulas,staticanswerpricesoracombinationofallofthemismostsuitable.
Calculationsarealsousedfordynamicweightcalculationofanswersandfordynamicvalidationofcustomerentriesinquestions.
YoucanaddandsetcalculationforeachquestionoranswerinthesectionCalculationsandyoucandisplayalistofallcalculationswiththelinkCalculationsinthesidemenu.
Therearedifferenttypesofcalculationsthatyoucanuseasyouseefitforyourapplication:
• Matrix• Formula
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• Code
Matrixisaclassicpricetableandusefulforcalculatingapricethatdependsonthecombinationoftwocustomerchoices.
TheFormulaenablesyoutocreateformulaswithcustomerentriescustomfielddataofselectedanswers.Italsoenablesyoutoincorporateresultsofothercalculations.
Codeisatext-basedtoolthatenablesyoutocreateformulasthattheeditorcannotcreate.Itisatoolthatistoughtolearnandmanage,butmayhelpyoutopushtheenvelopewhenyouneedit.
3.3.1 CalculationusingMatrices
Withacalculationmatrix,youchoose2questionsorcalculationsastheaxisparameters.Thecustomer’sselectionforeachofthequestions(ortheresultofthecalculations)willbeusedtolookupthevaluesinthematrixandreturnedastheresultofthecalculation.
Typicalworkflow:
• Addacalculation• ChooseMatrixastype• Chooseaquestionforcolumnsandaquestionforrows(orcalculations)• Pickthevaluesforcolumnandrowsinthegreyfields• Enterthedesiredprices
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• Addrowsorcolumnsifneeded• Savethemodelandassignittotheanswerorquestionofyourchoice
Advancedsettings:
LookupValue:Typicallyyouwon’thaveapriceforeachpossiblecustomerinput,butscaledprices.ForthisyoucanchangethesettingLookupValue.Usenexthigherornextlowertolookuptheappropriatepriceinthetable.
RoundValuesto:Ifyouliketohavetheuserinputvaluesroundedyoucandoitwiththissetting.Roundto1meansroundtointegers.Roundto10wouldmeanroundingtofull10s(e.g.15->20).
Multiplier:Youcanprovideafactortomultiplytheresultofthecalculation.Thisisusefultoaddmarginstosupplierpricesorsimilar.
QuestionValueMultiplier:Hereyoucanchooseanquestionwhosevalue(thevalueprovidedbythecustomer)multipliestheresultofthecalculation.
CalculatedMultiplier:Thisisthesameastheothermultiplier,buttheresultofanothercalculationisused.
Note:Besuretosetvalidationonthequestionsyouuseincalculations.ConfigBoxautomaticallydealswithdecimalsymbolsfromdifferentlanguages.
3.3.2 CalculationusingCode
Calculationformulasfollowasimilarpatternlikethecalculationtables,buthereyoucanuseamathematicalformulawithplaceholdersforcustomerinputandspecifickeywordstoincludemanysettingsfromquestionsandanswersintheformula.
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Afteraddinganewcalculation,selectthetype‘Codetotoggle.Youcanaddupto4placeholdersthatwillbeusedintheformulawiththelettersAtoD.Theplaceholdersgetreplacedwiththevalueenteredbythecustomerforthatquestion(orzeroifnoinputisthere).
Importantnote:Alwayspadaplaceholderwithaspace(beforeandafter),sothattheformulacanbeparsedproperly.
Exampleformulas:
(A*B)+C
ElementAttribute(95.selectedOption.assignment_custom_1,0)
3.3.2.1 FormulaKeywords
Youcanusekeywordstousevaluesotherthanuserinputforyourformula(e.g.Totalforthepricetotalofthecurrentproduct).Alistofkeywordsisfoundintheon-screennotesattheformulaeditor.
WiththekeywordElementAttributeyoucanusemetadataofanquestionanditsassignedaswers.E.g.useElementAttribute(10.selectionPrice)togetthecurrentpriceforthequestionwithID10.YoucanlookupquestionIDsatthequestionlistscreenorattheplaceholderdropdowns.
YoucanalsoenterPHPcodetomakemorecomplexcalculationshere.
3.3.3 CalculationsusingtheFormulaEditor
Theformulaeditorletsyoucreateeasyandcomplexformulasusingdraganddrop.
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Youhaveoperators,numbers,questionvalues,calculationsandassortedfunctionstodragintothecalculationarea.Theentriesinthetextfieldsafteror(e.g.EntryinHeightor..)arefall-backvaluesthatareusedifnoentrywasprovided.Makesureyouusethefall-backwheneveradivisionbyzerocouldoccur.
3.4 One-timePricesandRecurringPrices
ConfigBoxsupportstwosetsofpricesenablingyoutoofferproductsthathaveaone-timefeeandarecurringfee(oreitheroneofthem).Thisenablesyoutoofferproductsthatforinstancehaveamonthlypriceandasetupprice.
Enablerecurringpricinginaproductat‘Others’
Typicalusecases
• Rentaloffers• Webhostingproducts• Phonecontracts
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Settingsrecurringpricing
Youcanlabeleachpricetypeindividuallyonaper-productbasisanddefineanintervalfortherecurringpayments.
Productlistitemexampleusingone-timeandrecurringprices
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Configuratorpagedisplayexamplewithrecurringpricing
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Selectionoverviewsettingswithrecurringpayment(inproducteditscreen)
Exampleselectionsoverview(withrecurringpricingpartinfulldetailsandone-timepricejusttotal):
YoucanconfiguretheselectionoverviewforeachproductindividuallyandsetglobaldefaultsintheConfigBoxconfiguration.
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Cartpageshowingone-timeandrecurringprices
Detailmodalwindow:
3.5 ProductVisualization
ConfigBoxenablesyoutopresentyourproductvisuallyandhaverealtimeupdatesofthevisualizationduringacustomer’sconfiguration.Insteadofprovidingimagesforeachcombinationoftheproduct,youcanuploadouttakesofthepartswithtransparentbackground,ConfigBoxstacksthoseimagestoproducetheproductvisualization.
Addinganimagetothevisualization
YouuploadimagesinyouranswersatVisualizationImage(seemanualsectionQuestions).WithVisualizationStackingOrderyoudefinethepositionoftheimageinthestack.
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4 OrderManagement
4.1 Cartpage
4.1.1 Controlwhatacustomercandoonthecartpage
Acustomercanperformthefollowingtasksonthecart
• Requestaquotation
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• Saveanorder• Checkoutanorder
Youcancontrolwhichtasksareavailabletothecustomerforeachcustomergroup.YoufindthesettingsinSettings->CustomerGroups.
4.1.2 SettheContinueShoppinglisting
Atthecartandthankyoupagethecustomerseesa‘ContinueShopping’button,leadingtoaproductlistingofyourchoice.YoucansettheproductlistingatSettings->Checkout.
4.2 CustomerData
Youcancontrolwhatdatacanbeenteredandwhichshallbemandatoryinthevariouscustomerdataentryforms.Theseare
• Customerprofiledata• Formforquotationrequests• Formforstoringcartcontents• Formforassistancerequests• Formforecommercecheckouts
AtCustomerFields,yousetthefieldsthatshallbedisplayedorbeingmandatory.
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ImportantNote:Thebillingfields‘FirstName’,‘LastName’,‘Email’,‘Salutation’and‘Country’arerequiredbythesystemandcannotbemadeoptionalorhidden.
4.3 CustomerGroups
YoucanmanagecustomergroupsasSettings->CustomerGroupsandsetadefaultgroupfornewcustomersatSettings->Checkout.
Withcustomergroups,youcandothefollowing:
• Controlwhatacustomercanseeordointheshopsystem• Setvolumediscountlevels• Joomlaeditiononly:SetwhichJoomlausergroupthegroupisassociatedwith.
4.3.1 Associatedplatformgroup(Joomlaonly)
Youalsoassociatethecustomergroupwithaplatformusergroup.Whenanewcustomeraccountiscreated,aplatformuseriscreatedaswellandwillbeassignedtothatgroup.
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Benefits
Youcanusetheplatform´spermissionsystemtosetpermissionsforactionsintheCMSandotherextensionsthatsupportACL.
Importantnote:OnJoomla,youneedtoallowSiteLoginforanyassociatedgroupatSite->Configuration->Permissions.
4.3.2 Taxdisplaymode
Youcancontrolthewaytaxesarehandledthroughoutthesystem.Thereare2modes
B2C–Businesstocustomer
• Intheconfigurator,itempricesaredisplayednet• Inorderoverviews,itempricesaredisplayednetandtaxesarestatedbeforethetotal(PlusX%tax)
B2B–Businesstobusiness
• Intheconfigurator,itempricesaredisplayednet• Inorderoverviews,itempricesaredisplayednetandtaxesarestatedafterthetotal(includingX%tax)
4.3.3 Controldisplayofprices
Youcanhidepricesintheconfiguratorandcartpage.Priceswillstillshowinquotations,emailnotifications(iforderoverviewsareincluded)andcheckoutpages.
4.3.4 Discountlevels
Foreachgroupyoucansetdiscountlevelsfortheproducts.Youhave5levels,eachwithaminimumordervalueandadiscountpercentageorfixedamounttosubtractfromtheproductvalue.Ifadiscountapplies,itwillbeshowninorderoverviewpages.
Importantnote:Thediscountrateneedstobeanegativenumber.
4.4 ShippingManagement
ConfigBoxautomaticallycalculatesshippingcostsfromthetotalweightoftheorder,shippingcountryandchosenshipper.
Setupofzones
AtCountriesandShipping->ShippingZonesyoudefinezonesandassigncountriestothese.Youusethesezonesinshippingratestoenableyoubeabletouseasingleshippingrateformultiplecountriesthathavethesameshippingcosts.
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4.5 PaymentMethods
ConfigBoxshipswithvariousconnectorstoonlinepaymentserviceproviders(PSPs)andsupportsofflinebanktransaction(showingathank-you-pagewithbankinformation)andorderswithnoimmediatepayment.InConfigBoxyouaddpaymentmethodswithvarioussettings,choosetheregardingPSP,click‘save’,andconfiguretheconnectoratthesettingsontheright.
4.5.1 Bundledconnectorstoonlinepaymentserviceproviders• Autorize.NetSIM(USAandCanadaonly)• BillSAFEInvoice(Germanyonly)• mPAY24Classic(Austriaonly)• MultiSafepayConnect(Netherlandsandinternational)• PaymillRESTAPI(International)• PayPalPaymentsStandard(International)• PostFinanceBasic,StartupandProfessional(Switzerlandonly)• QuickPay(International)• SagePayServerIntegration(International)• SOFORTÜberweisungClassic(International)• VRPAYVirtuell(Germanyonly)
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• WirecardCheckoutPage(International)• WorldPayBusinessGateway(UKandinternational)
SincethewebsiteURLsoftheprovidersareliabletochange,pleaseuseasearchengineforinfoabouttheregardingPSP.IfyouarenotsureyougottherightPSPorproduct,pleaserefertocustomersupport.
WearestrivingtoextendourselectionofPSPintegrations.IfyourequireaspecificPSPintegration,pleasecontactcustomersupportwiththecompanyandproductnameofthePSP.Thishelpsusprioritizing.
4.6 EmailNotifications
Emailnotificationsareautomaticallysentwhenthestatusofanorderchanges.Youdefinewhichnotificationsaresenttothecustomerand/ortotheshopmanagerandwhichsubjectandcontenttheemailshouldcontain.
StoremanageremailsgototheaddressyousetupatStoreInformation->EmailSales.
Note:Below‘EmailtoCustomer`thereisanothersection`EmailtoShopManager`
Enteraninternalnameandchoosetheorderstatusonwhichtheemailshouldbesent.
SubjectandemailHTMListhecontentofyouremail.Youfindalistofavailableplaceholdersontherightsideoftheeditform.
Youfindthesamefunctionalityfortheshop-managernotificationbeneaththeCustomerEmailsettings.
Withtheplaceholder{element_order_overview}youcandisplayanoverviewoftheorder.
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4.6.1 NotificationSnippets
Withnotificationsnippets,youcaninsertprecompileddatainyournotificationtext.YouaddtheplaceholdersincurlybracketsintheemailHTML.See{element_order_overview}or{element_store_information}forreference.
SeethemanualsectionconcustomNotificationSnippetsonhowtomakeyourown!
Importantnote:Toavoidlayoutproblemsinemailclients,placesnippetplaceholdersina<div>element.SelecttheplaceholderandclickFormats->Blocks->Div(seescreenshotbelow).
4.7 Invoices
4.7.1 InvoiceSettings
TherearevariouswaysonhowCBhandlesinvoicing.SeethesettingspageintheCBbackendat‘Invoicing’.
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With‘Sendinvoiceviaemail’activated,yourcustomersgettheirPDFinvoiceperemailassoonastheinvoiceisreleased.
Invoicegeneration
If‘Automaticafterclearance’isactivated,theinvoicewillbeauto-generatedbutyouchoosethemomentmanually(intheorderdetailpageOrders).Theinvoicewillbeavailableanddownloadablebythecustomerinthecustomerprofilepage.
If‘Automatic’isactivated,invoicesareauto-generatedandsentautomaticallyoncethestatusoftheorderissetto‘paid’(eitherfromthePSPduringcheckoutormanuallybyyouchangingtheorderstatus).
If‘Aftermanualdownload’isactivated,youuploadyourownPDFintheorderdetailpage.
Exampleoftheorderdetailpageusing`Aftermanualdownload’
4.8 GoogleAnalyticsTrackingandReporting
4.8.1 Prerequisites
TousetheGoogleAnalyticsintegrationfeaturesofConfigBox,youneedtohaveGoogleUniversalAnalyticstrackingcodeintegratedinyourwebsite.
• SetupGoogleAnalyticsWebTrackinghttps://developers.google.com/analytics/devguides/collection/analyticsjs/
4.8.2 GoogleAnalyticsE-commerceTracking
GoogleAnalyticsE-commerceTrackingisintegratedbydefault.YouneedtoenableE-commerceTrackinginyourGoogleAnalyticsprofileSetting.
• SetupGoogleAnalyticsE-commerceTrackingonyourwebproperty’sprofilehttps://support.google.com/analytics/answer/1009612?hl=en
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Whendoestrackingtakeplace?
SinceGoogleAnalyticsE-commercetrackingreliesonthecustomertoreturntotheshopafterpaymentthereisnoguaranteethatthetrackingwilltakeplace.ConfigBoxraisestheprobabilitybyschedulingthetrackingforthenextvisittoaConfigBoxshoppage(giventhecustomerlogsin).
Thereare2scenarios:
• Customerreturnstotheorderpageafterpayment:Trackingtakesplaceimmediately.
• Customerdoesnotreturnafterpaymentortherightorderstatusissetmanually:Trackingwillbescheduledforthenexttimethecustomervisitsandlogsin.Caveat:Thedateofpurchasewillbethetrackingdate(GAE-commerceTrackinglimitation),distortingstatisticstosomeextent.
4.8.3 UseofGoogleAnalyticsgoals
IfyousetupagoalforanalyzingconversioninGoogleAnalytics,youcanuseeventtrackingasgoaltype.Thegoalvalueisthetotalpayableamount(includingmerchandiseprice,shipping,paymentfeeandtaxes;incaseofdepositpaymentonlythedepositpaymentisused).
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Importantnotes:Pleasenotethatonlypaidordersaretracked;e.g.orderswithstatuschangeto‘ordered’arenottracked.Weplantoextendthegoalintegrationtootherorderstatusesinthefuture.AlsotheeventistrackedonthesameconditionsasE-commerceTracking(seeGoogleAnalyticsE-commerceTracking).
SetupinGoogleAnalyticsProfile:
GoalType:
Event
Category:
configbox_goals
Action:
order_payment
Label:
leaveempty
Value:
leaveempty
GoalValue:
Usetheactualeventvalue
Alwaysuse‘thatisequalto’
4.9 Reviews
Customerscanwritereviewsandsetratingsonproducts.YouenableordisablereviewsgloballyatConfigBox->Configuration->Reviewsorenableordisablethemforspecificproductsattheproducteditscreen.
Newreviewsareinactiveinitiallyandneedtobeapproved.Anotificationemailonnewreviewsisdispatchedtoalertstaff.
AtSettings->Reviewsyouenterthenotificationemailaddress.
AtReviewsyouhavealistofallreviewswhereyoucanfilter,approveandeditreviews.
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4.10 CountriesandShipping
Besidesshippingmanagement,inthescreensforCountriesandShippingyousetupallavailablecountries,states,countiesandcities.CountriesandStatesarepre-filledoutofthebox,ifyouwanttomakethecustomerchoosehiscountyorhavehimselectacityinsteadofenteringthecityname,youcanaddthisinformation.
4.10.1 TaxHandlingforCitiesandStatesForeachcountry(orstate)youcandefineifVATmustbecharged(forcountriesyoualsodefineifthecountryisintheEU-VATzoneforB2BVAT-freeinvoicing).IncountriesandstatesyoucanalsoOVERRIDEthetaxrateforeachtaxclassyouhavesetup.IncountiesandcitiesyoucanenterapercentagethatwillbeADDEDtothecountry/statetaxrate.ThisaccommodatesthetaxsystemfortheUnitedStates,Canadaandothercountries.Pleasenotethattheindividualtaxesarenotdisplayedseparately,butasonecompoundtaxrate.
4.10.2 PredefinedCitiesAddingcitiesatCountriesandShipping->Citiesforcesthecustomertoselectacityfromasearchabledrop-downlistinsteadoflettinghimenterthecitynameinatextfield.Citiesareconnectedtocounties,soyouneedtoentercountiesandtheircities.Pleasenotethatyouneedtohaveacompletecitylistforacounty,otherwisecustomersfromothercitiescannotorderorrequestquotes.Youcanhaveamixofcountieswithandwithoutpredefinedcities.Theformswillshowtheappropriateformfieldasthecustomerselectsthecounty.
PleasenotethatIPGeolocationcannotdeterminethecountyinanycaseandcannotdeterminethecityifyouusepredefinedcities.
4.11 UsingIPGeolocationtoprefillcustomerdataandotherpurposes
ConfigBoxenablesyoutohavecustomerformsprefilledtothebestextendpossible.ThisfeaturecoversRFQforms,saveorderformsandthecheckout.YouneedanaccountandacontingentforGeoIP2Precision:CitywithMaxMind(https://www.maxmind.com/),atrustedandindustry-leadingproviderofIP-Geolocationdata.
Asof2015-02-26thelinktothepurchasepageis:
https://www.maxmind.com/en/geoip2-precision-city-service
Yougetalicensekey(informofatext-code)byMaxMind.YouenteritatConfigBox->Settings->IPGeolocationTracking->MaxMindLicenseKey,thenactivatethefeature.
5 CustomizingConfigBox
CustomizationofConfigBoxisstraightforward,wellorganized,requiresnomodificationofthebasesoftwareandenablesyoutomakeprofoundextensionsandmodificationstofunctionalityofthesoftware:
• Designofproductsandconfigurators• Individualconfiguratordesignsforeachproduct• Outputofcustom,non-standardproductdata
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• Modificationandextensionofthebasefunctionality• Customizationofwordingusedintheapplication• Translationinnon-bundledlanguages• Integrationwiththirdpartysoftware
Important:
Anycustomizationyoumakeordelegateneedstobecheckedforcompatibilityonsoftwareupdatesandrevisedifnecessary.Onminorsoftwareupdates,wemakeanefforttominimizebreakingchangesandifneedbeprovidedetailedinformationaboutthemonourwebsite(onthedownloadpageforeachversion).
Formajorsoftwareupdates(e.g.2.6to2.7)youneedtobepreparedforacompleterewriteasworst-casescenario.
CustomizationfolderJoomla:
/components/com_configbox/data/customization/
CustomizationfolderWordpress:
/wp-content/plugins/configbox/data/customization/
5.1 CustomQuotationPDFs
NoteforcustomersusingcustomquotePDFsinearlierversions:AsopposedtoearlierreleasesofConfigBox,itisnolongernecessarytooverridebothPDFdownloadandPDFattachment.
YoucanoverridetheoutputofquotationPDFsinthesamewayasothertemplates(seeCustomTemplatesforreference).However,templatesusedforPDFgenerationaremoredelicate:
• TheproducedHTMLandCSSneedstoadherestrictlytoHTML1.1strictandCSSlevel3.
• UsingCSSfloatisnotsupported
• Nestedtables(<table>withina<table>)needtobeavoidedbecauseyougetbadresultsiftheeithertablespansovermultiplepages.
• IncaseyourcustomizationshaveledtoasizablecustomCSSfile,considercreatingaseparatestylesheetforthequotationPDFforperformancereasons(settheURLtothatstylesheetinthe<head>block).
• SinceConfigBox2.6.26wemovedtheheader/footerPHPtoaseparatetemplatefile(header_footer)foreasiercustomization.Ifyouoverridesomethinganddon’tneedchangestotheheader/footer,simplydon’tcopytheheader_footer.phptemplatetoyourcustomizationfolder.Thesystemwillloadtheoriginaltemplatethen.
• Mindthatifyouwanttoadjustpagemargins,setmarginsonthe<body>tag.ThisisthereliablewaytohavemarginssetoneachPDFpage.Since2.6.26thereareCSSclassesonthe<body>tag(body-pdfandaclassforeachtype–body-pdf-quotation,body-pdf-invoiceandbody-pdf-orderslip).Domarginstylingontheseclassestoavoidchanging<body>stylingonnormalwebsitepages.
Locationoftheoriginaltemplate:Joomla:/components/com_configbox/views/quotation/tmpl/default.phpWordpress:/wp-content/plugins/configbox/app/views/quotation/tmpl/default.php
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Locationofthecustomtemplate:Joomla:/components/com_configbox/data/customization/templates/quotation/default.phpWordpress:/wp-content/plugins/configbox/app/data/customization/templates/quotation/default.php
Thetemplateusesoutputofotherviews
Thetemplateusestheoutputofotherviews(namely‘record’and‘positions’.Ifyouneedtoalterthispartofthequotation,youcanmakeoverridesofthesetemplates,butbemindfulaboutthefactthattheseviewsareusedelsewhere(adminorderpage,userorderpage,checkoutpageandpossiblemoreinthefuture).
5.2 CustomWordingandTranslations
Customizingwordingisrathereasy.Youneedtocomepreparedwithknowledgeoneditingfilesonyourwebserverandoneditingplaintextfileswithaspecificencoding(UTF-8).Thelatterisexplainedlaterinthissection.
5.2.1 Understandingtheconceptoflanguagefiles
HowwordingandtranslationishandledinConfigBox
TextsyouseeonthepageshandledbyConfigBoxarecustomizable.Toaccomplishthis,thesoftwareusesplaintextfilescalledsystemlanguagefilestofindandoutputtherightphraseintherightlanguage.
Ontopofsystemlanguagefiles,thesystemlooksforcustomlanguagefilesthatyoucanusetocustomizespecificphrases.
ThesefilescanalsobeusedtoaddanewtranslationofConfigBoxortotranslatetextsthatyouhaveincustomtemplates.
Howdoesalanguagefilelooklike?
Atypicallineinalanguagefilelookslikethis:
REQUEST QUOTATION="Angebot anfordern"
Ontheleftinuppercaseyouseethekeywordofthephrasethesystemlooksfor.Ontherightwithindoublequotesyouseethephrasethatthesystemwilldisplay.Typically,thekeywordistheuppercaseformofthephraseinEnglishbutitmaybedifferentfortechnicalreasons.
Locationsofsystemlanguagefiles
Joomla:
/components/com_configbox/language/en-GB/frontend.ini/components/com_configbox/language/en-GB/backend.ini
Wordpress:
/wp-content/plugins/configbox/app/language/en-GB/frontend.ini/wp-content/plugins/configbox/app/language/en-GB/backend.ini
Locationsofcustomlanguagefiles
Joomla:
/components/com_configbox/data/customization/language_overrides/en-GB/overrides.ini
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Wordpress:
/wp-content/plugins/configbox/app/data/customization/language_overrides/en-GB/overrides.ini
Note:Overridesaffectbothfrontendandbackend.
HowtofigureoutwhichlanguagefilecontainsthephraseIsearchfor?
Anyphasethatisusedinbothbackendandfrontendisinfrontend.ini–backend-onlyphrasesareinbackend.ini.Bestsimplysearchfirstininfrontend,theninbackend.
WhicheditorshouldIusetoeditcustomlanguagefiles?
FilesneedtobesavedasplaintextwithUTF-8encoding(noBOM)andonlyuseregulardoublequotes(likethis:")forwrappingphrases.
Ifyouarenotsurewhatthatmeans,takethesaferouteanduseoneoftheseeditorswithdefaultsettings:
• Windows:Notepad++(www.notepad-plus-plus.org)• MacOSX:TextWrangler(www.barebones.com/products/textwrangler)
5.2.2 Workflowtofindandcustomizeaphrase
• Searchforthephraseinthesystemlanguagefilesoftherightlanguage• Copythelinetothecorrespondingcustomlanguagefileandchangethephrase(aphrasemayappear
inmultiplefiles,inthatcase,copyeachofthemtoavoidcomplicatedsituations)
Notes:
• Thekeywordmustremainunalteredandmakesuretohaveyourphrasewrappedindoublequotes.• Donotputlinebreaksinyourphrases,ifyouneedone,add\nor<br/>• Ifyouneeddoublequotesinyourphrase,writethemas\"• WhenchangingphrasesinEnglish,youmaynotalwaysfindthephraseinthesystemlanguagefiles.
ThatisbecausetheEnglishlanguagefilesonlycontainphrasesifthekeyworddiffersfromthephrase.Inthatcaseyoucanexpectthekeywordtobetheuppercaseformofthephrase.Example:Thephrase“SelectProduct”isdonelikethis:SELECTPRODUCT="Yourownwording"
• Phrasesmaychangeinmajorsoftwareupdateswithoutnotice.Itisuptoyoutocheckandreviseyourcustomizationsifnecessary.
5.3 CustomFields
Products,questionsandanswershave4to6customfieldsyoucanusetoenteranykindofadditional.Thepurposeofthesefieldsisnotspecific.Typicalusefulapplicationsare:
• Usageinpricecalculations(seeonscreen-helpfordetailedinfo)• Usageincompatibilityrules• Usageincustomtemplatesforoutputorapplyingcustomlogic• Usageinconnectorsforintegrationwiththirdpartysoftware
Forpracticalreasons,youcansetyourownlabelsofthesefieldsinSettings->CustomFields.
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5.4 CustomCSSstyling
CustomizingCSSstylingrequiresbasictomoderateHTMLandCSSskills.Customstylingcaneitherbesufficienttoamendstylingoftheshoporbeusedincombinationwithcustomizedtemplates.
ConfigBoxcomeswithastylesheetspecificallymadeforstylingcustomizations.Asallfilesinthecustomizationfolder,itisnotoverwrittenduringsoftwareupdates.
LocationinJoomla:
/components/com_configbox/data/customization/assets/css/custom.css
LocationinWordpress:
/wp-content/plugins/configbox/app/data/customization/assets/css/custom.css
Tips:
Useconventionsforruleselectors
Whenlookingatoneofthestylesheets,youseethatmostCSSselectorsstartwith#com_configbox#view-xorwithxstandingfortheview’sname.Whilebarelyavoidableanyways,werecommendyouadoptthatconventionforyourcustomizations.Itmakesitimmediatelyclearwhatyouintendtochangeanditavoidsunwantedchangesonotherpagetypes.
5.5 CustomJavaScript
CustomJavaScriptrequiresbasictomoderateHTML/JSskills.CustomJavaScriptcanbeusefulincombinationwithcustomtemplates.
ProTip:YoucanuseAMD-likedefinecallsandusecbrequiretoloadothercustomAMDmodules.ThecustomJSfileisloadedasAMDmodulenamedconfigbox/custom/custom.
LocationJoomla:
/components/com_configbox/data/customization/assets/javascript/custom.js
LocationWordpress:
/wp-content/plugins/configbox/app/data/customization/assets/javascript/custom.js
Tips:
WeuseAMDmodulesusingrequirejs.Weuseourowncontext(‘CB’).Yougotcbrequireavailableintheglobalscopetogetmodules.
WeregistercbjasjQuerymodule(whichisindependentfromwhateverjQueryyoumayhaveintheglobalscope).Usecbrequire([cbj],function($){..})tohavejQueryloaded(weusethelatestjQueryversionsandupdateregularly).
5.6 CustomTemplates
CustomizingtemplatesrequiresmoderatePHPprogrammingskillsandrelatedskillslikeHTML/JS/CSS(plus/minusdependingonthekindofcustomizationyouneed).
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ConfigBoxisorganizedinpagetypes(e.g.productlisting,cart,checkout,adminorderpageetc.)andeachpagetypemakesuseofaview(ormultipleviews).Eachviewhasatemplatefile(ormultipleones)responsibleforoutputinthebrowserandthesetemplatefilescanbecustomized.
Important:Aswithanycustomization,customtemplatesmayneedtobecheckedandchangedforcompatibilityonsoftwareupdates.Onthedownloadpageyoufinddetailedinformationonbreakingchangesforeachsoftwareupdate.
NotesifyouarefamiliarwithJoomla’sMVCandtemplateoverridesystem:
OurconceptissimilarandpracticallytransparenttothewayJoomlahandlesviewsandtemplates.ThedifferenceisthatoverridesarenotsearchedforintheJoomlatemplatefolder,butinConfigBox’sdatafolder(locationseelaterinthissection)andthatviewfunctions(likeClass::loadTemplate())arenamedandbehavedifferently.
Understandingtheconceptoftemplatecustomization
In/components/com_configbox/views(forWordpress/wp-content/plugins/configbox/app/views)youfindsub-foldersforeachviewthatConfigBoxusesfordisplayingpages.Thisiscalledaviewfolder.EachviewfoldercontainsaPHPfilecalledview.html.phpthathandlespreparationofthedatathatisusedfordisplayingcontent.
Eachviewfolderalsocontainsasub-foldercalledtmplthatcontainsatemplatefilethatistypicallynameddefault.php.TheHTMLproducedinthistemplatefileiswhatyouaregoingtoseeascontentonyourpage.
Someviewssplitthecontentintomultipletemplatefileswhenitismorepracticalandusetheoutputofotherviewswithintheirtemplatefileswhenitmakessense.Anexampleofthisisthequotationviewwhereorderrecordinformationandpositiondetailscomefromtheviews‘record’and‘positions’.
Workflowforoverridingatemplatefile
1)Firstyoulocatetheviewforwhichyouwanttomakeacustomization.Takethecartasexample:
/components/com_configbox/views/cart(orforWordpress/wp-content/plugins/configbox/app/views/cart)
Thecartviewusesasingletemplatefile,nameddefault.php(Futurereleasesmayhaveitsplitinmultipletemplatefiles).Downloadorcopythetemplatefile,youtypicallywanttouseitasbaseofyourcustomization.
2)Navigatetothefolderforcustomizedtemplates.Thelocationis:
Joomla:/components/com_configbox/data/customization/templates/
Wordpress:/wp-content/plugins/configbox/app/data/customization/templates/
3)Inthisfolderyoucreateafolderwiththenameoftheviewyouliketooverride:
/components/com_configbox/data/customization/templates/cart
4)Inthisfolder,youplacethetemplatefileyouliketooverride.Mindthatyoudonotcreatethesub-foldertmpllikeyouhaveitintheviewfolder.
Joomla:/components/com_configbox/data/customization/templates/cart/default.phpWordpress:/wp-content/plugins/configbox/app/data/customization/templates/cart/default.php
5)Youthenmakeyourcustomizationstothatfileasyouseefit.
Tips:
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Inviewswithmultipletemplatefiles,youcanchoosewhichonestocustomize
Ifyouoverrideonlycertaintemplatefiles,theotherswillbeloadedfromtheoriginalviewfolder.Thishelpsminimizingyoureffortsincaseofbreakingchangesinsoftwareupdates.
AvoidCSSstyling,addingimagesinplacesotherthanthecustomizationfolder
SeethechapteroncustomCSSstyling.Youalsohaveanimagefolderinyourcustomizationfolder.Thishelpskeepingyourworkwellorganizedandquicktocomprehendforcolleaguesandserviceproviders.
Makeuseofcustomfields
Seesectiononcustomfieldsforreference.Youcanaccessthedataofthesefieldsintheappropriatetemplatesandusethemforoutput,calculationsorotherlogic.Seetiponinvestigatingtemplatedataforthebestwaytoseewherethedataisstored.
Formultilingualsites,checkthechapteroncustomwording
Thesoftwarehasanenginetomaketranslatedtextsstraightforward.Managingtranslatedphrasesisexplainedinthatchapter.Tomakeuseofitforyourownwording,youhaveastaticPHPclassmethodtooutputyourtranslatedphrases.
Example:(Obviously,thiscodesnippetneedstobeplacedwithinPHPtags).
echo KText::_('Your phrase');
Thephraseyouuseheremustmatchthekeywordusedinyourcustomlanguagefile.Sothelineinyourlanguagefilewouldlooklikethis:
YOUR PHRASE="Your translation of the phrase"
Investigatingdataprovidedinthetemplatefiles(Joomlaonly)
ThereisaveryusefulJoomlaextensionthatletsyououtputthedataofanyvariableinabrowserpopup.ItiscalledJDumpandcanbefoundintheJED:
http://extensions.joomla.org/extensions/miscellaneous/development/1509
Example(ObviouslythevariableusedheremustexistandthecallbeplacedinPHPtags):
dump($this->questions);
Makeuseofthelogfilesfordebugging
ConfigBoxlogserrorsandotherthingsextensively.Thelogfilescanbeusefulincaseyouworkdirectlyonawebserveranddonothaveaccesstotheserver’serrorlog.Logsarelocatedinyourwebsite’slogfolderinasub-foldercalled‘configbox’.
Youmayseeplentyofmessagesinsomeerrorlogfiles.
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5.7 CustomTemplatesforSpecificListings,Products,PagesandQuestions
Thissectionisaboutthetemplateeditorthatisessentiallyagraphicinterfaceforcreatingcustomtemplatefileswithsomeextras.
• Convenientlyaddormodifytemplatefilesintheadminarea• Createtemplatefilesforspecificproducts,configuratorpagesorquestions.
Intheeditformsofthecorrespondingtypesyoucanassignthetemplateusingthefield‘Template’.
Editformfortemplates
Youedittemplatesusingcodecoloringandformattingandyoucanalsoeditthesefilesonthefilesystem.
5.8 CustomConnectors
Whatareconnectorsfor?
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ConnectorsareusedtointegratethirdpartysoftwarewithConfigBoxtoextendorreplacefunctionality.
Exampletasks:
• Processanorderandbringthecustomertoacustomcartpage• Checkoutacart• Createaquotationfile• Performactionsonorderstatuschanges
Whatareconnectorstechnically?
AconnectorisbasicallyaPHPfilecontainingaPHPclasswithasetofmethods.ConfigBoxcallsthesemethods(iftheyexist)andprovidestandardizeddataasparametertoperformvariousprocesses.Thisisdoneusingtheobserverpattern.Dependingonthenatureofthetaskthesystemcallsonlythefirstconnectororallconnectors.
Exampleconnector:
Joomla:/components/com_configbox/observers/Orders.php
Wordpress:/wp-content/plugins/configbox/app/observers/Orders.php
Howtomanageconnectors
ConfigBox->Settings->Connectors:
Hereyoucanenableordisableconnectorsandaddorremovethem.
Addingaconnector
Afterclickingaddyouenternameoftheconnector,thesettingsandprovidethefile.Entertheformasperinstallationinstructionsoftheconnectorprovider.
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Howtodevelopaconnector
• Firstyoupickanameforyourconnector.Inthisexampleweuseecomsystem.• CreateaPHPfilewithaPHPclasscalledObserverEcomsystem.
<?php class ObserverEcomsystem { }
• Savethefileandadditasconnector(see6.8.3).
Customconnectorsarestoredinthispath:
Joomla:/components/com_configbox/data/customization/custom_observers
Joomla:/wp-content/plugins/configbox/app/data/customization/custom_observers
Connectortoplaceaconfiguredproductinathirdpartyecommercecart
AddthemethodonConfigBoxAddToCartwithoneparameter(passedbyreference).
function onConfigBoxAddToCart(&$cartDetails) { // Code to add product to shop system $grandOrderDetails->redirectURL = 'URL TO THIRD PARTY CART'; return true; }
About$cartDetails
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Theparameter$cartDetailsisaPHPobjectcontainingtheinformationofthecurrentcartandallpositionsinit.Usevar_dump(),print_r()ordump()(installJDumpfromtheJED)toseethestructureanddataoftheobject.
About$cartDetails->redirectURL
SetthememberredirectURLtotheURLofyourecommercesystem’scartpage.ConfigBoxreadsthismemberandredirectsthecustomertothegivenURL(canbeacompleteURLorarelative/absoluteURI).
ConnectortoplaceConfigBoxcartcontentsinathirdpartyecommercecheckoutpage
ThesameprocedureappliesasforonConfigBoxAddToCart,themethodnameforthisisonConfigBoxCheckout.
function onConfigBoxCheckout(&$cartDetails) { // Code to add product to shop system $orderDetails->redirectURL = 'URL TO THIRD PARTY CHECKOUT PAGE'; return true; }
5.9 CustomNotificationsnippets
Youcanaddcustomnotificationsnippetstooutputcustomdatainyouremailnotifications.AsnippetisasimplePHPfilethatisincludedandthebufferoutputgeneratedwillbeinsertedwheretheplaceholderisset.
Locationofthecustomsnippetfolder
Joomla:/components/com_configbox/data/customization/notification_snippets
Wordpress:/wp-content/plugins/configbox/app/data/customization/notification_snippets
Snippetandfilenameconvention
Sayyoucallyoursnippet‘customsnippet’.Thefilenamehastobecalledcustomsnippet.html.php,theplaceholder{element_customsnippet}.
Dataavailableinthesnippetfile
$orderRecord–Objectholdingallorderdata(see$orderRecord->orderAddressforordercustomerdata)
$shopData–Objectholdingtheshopdata
Helpfultips
Seethecodefortheorderoverviewforreferencein
Joomla:/components/com_configbox/observers/notifications/elements/order_overview.html.php
Wordpress:/wp-content/plugins/configbox/appobservers/notifications/elements/order_overview.html.php
Joomlaonly:ThereisaveryusefulJoomlaextensionthatletsyououtputthedataofanyvariableinatreestructureinapopup.ItiscalledJDumpandcanbefoundintheJED:
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http://extensions.joomla.org/extensions/miscellaneous/development/1509
Examplecall:
dump($orderRecord);
5.10 CustomRuleConditions
Youcandevelopcustomruleconditions.Developingtheserequiresadeptprogrammingskills.Rovexoprovidesnofreesupportorproblemanalysisforcustomruleconditions.
5.10.1 Howtodevelopacustomrulecondition
Youdeveloparuleconditiontypeandsetupalistofconditionsofthattype.Itissimilartotheexampleconditionsyouseeintheruleeditor.Theseservenoactualpurpose,butillustratehowitisdone.
YouaddaPHPclassinthefolderforcustomruleconditions.Thefolderisinthecustomizationfolderin
/rule_condition_types/
Youpickanameforyourconditiontype(like‘Example’).ThePHPclassneedstobecalledCustomConditionfollowedbyyourtypename.Sofortype‘Example’yougotCustomConditionExample.Thefilenameiscalledthesame(CustomConditionExample.php).TheclassextendsConfigboxCondition.SoyougotclassCustomConditionExampleextendsConfigboxCondition.
Thereareafewmethodsthatneedtobeimplemented.
• CustomConditionExample::getConditionsPanelHtml()• CustomConditionExample::getConditionHtml($conditionData,$forEditing=true)• CustomConditionExample::getEvaluationResult($conditionData,$selections)
getConditionsPanelHtml()
Eachtypegetsapanelintheruleeditor.ThismethodreturnstheHTMLtouseforit.Itessentiallycontainsalistofconditions(theHTMLofeachconditionhasacertainstructure,youwillseemoreaboutitinthemethodgetConditionHtml().
getConditionHtml($conditionData,$forEditing=true)
Thismethodtakesthecondition’sdataasparameterandreturnstheHTMLforthecondition.YouseeanexampleoftheHTMLinExample’sPHPclass,methodCustomConditionExample::readMe().Thegistofitis
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thateachconditioniswrappedina<span>ElementwithHTML5dataattributescontainingthecondition’sdata.Inthe<span>isahuman-readablenameofthecondition,theoperatortochoosefromandatextfieldforthesetpoint,thevaluethethingyoutestforshouldhave.ThosetextfieldshavetheCSSclass‚input’andadataattributecalled‚data-condition-key’thatholdsthekeyoftheentryintheconditiondata.Duringsaving,thosetextfieldsarestoredlikenormalconditiondata,noneedtohavethemasdatainthewrapping<span>element.
Whateveryouaddasconditiondatawillstoredwhentheruleisstoredandwillbeavailabletoyouinthefollowingmethod.
SeeCustomConditionExample::readMe()foraline-by-lineexplanationoftheHTMLstructure.
getEvaluationResult($conditionData,$selections)
Thismethodiscalledwhentheconditionisevaluatedaspartofthewholerule.$conditionDatacontainseverythingthatwassetas$conditionDatainthepreviousmethod.$selectionsholdsanarraywiththecurrentconfigurationthatistested.
Themethodhastoreturntrueorfalse.Themethodshouldbeasfastaspossible.Cachewhereyoucansincethismethodmaybecalledmultipletimeseachtimeacustomermakesaselectionintheconfigurator.
SeeCustomConditionExample::readMe()fortheconcretestructureofbothparameters.
5.10.2 WhatisConditionData?
Conditiondataisanarraythathasallthedatatoevaluatetheconditionduringtheconfiguration(viagetEvaluationResult()).IntheruleeditoreachvalueiswrittenasHTML5dataattributeintheconditionsHTML(ingetConditionHtml()).
ConditiondataintheExampletype:
DataKey DataValue Description
type(required) Example Thenameofyourcondition’stype
name Condition1,Condition2,Condition3 Onlyusedfordisplay
fieldname field_1,field_2,field_3 Arbitraryvaluestouseinevaluatingthecondition
operator == Thedefaultoperatorforevaluatingthecondition
shouldValue (empty)–willbepopulatedbytheuserintheeditor
Thevaluethethingtotestforshouldhavefortheconditiontobemet.
Youcanhaveasmuchconditiondatainyourconditionsasyouneed,thedatawillbeavailabletoyouinthemethodgetEvaluationResult().
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6 NotesforConfigBoxupgrades
Pleasecheckthecompatibilitynotesatthedownloadpagesonwww.configbox.atfornotesoncompatibilityoncustomtemplates.
6.1 UpgradefromConfigBoxversionspriorversion3.1
3.1.0isamajorreleaseandunderwentarewriteofalmostallcode.Youbesttakeanycustomizationsyouhaveandcompareitwiththebuilt-incounterpartandrewrite.
7 Troubleshooting
AlwayscheckifyoureadandfollowedtheinstructionsinthesectionInstallationandthesectionConfigBoxupgrades.
7.1 PricingandProductVisualizationdoesnotupdate
Checklist:
PageCachingpluginsareactiveonconfiguratorpages
PagecachingpluginslikeYot-CacheorJoomlArtT3TemplateCachesandotherspreventConfigBoxfrompreparingconfigurationsbeforedisplayingtheconfiguratorpage.
Solution:Deactivatethecachingingeneralordisableitforthecomponentcom_configbox.
Linksandbuttonsdonotredirecttotheintendedpage
ThirdpartySEF-URLslikeAceSEF,SH404SEFandothersmanipulateURLsthatcanleadtoincorrectredirections.
Solution:FinetunetheSEFtoolordisablethesetoolsforthecomponentcom_configbox.
AdminToolsdonotallowdirectaccesstocomponents/com_configbox/configbox.php
ThereisanextensioncalledAdminToolsthatcreatesrestrictionsforimprovedsecurity.Youneedtosetupanexceptionthatallowsdirectaccesstothementionedfile(ConfiguratorupdatestodirectlytothecomponentinsteadofthroughJoomlabecauseofsignificantperformanceimprovement).
Solution:GotoComponents->AdminTools->.htaccessMaker->Exceptionsandaddthislinetothefield‘Allowdirectaccess,including.phpfiles,tothesedirectories’:components/com_configbox
IonCubeLoaderisonlyactiveforcertaindirectories
Solution:SeethechapteronInstallation->IonCubeLoaderonhowtosetupionCubeLoadercorrectly.
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7.2 Theinstallationfailedanduninstallationisnotpossible
IftheinstallationfailedthereisaknownissuewithJoomla2.5leavingdatabasetablerowsabouttheextensionbehind,makinguninstallation,launchandreinstallationsimpossible.
Solution
• LaunchphpMyAdmininyourserverhostingpanel• Gotothetablejos_assets• Searchforrowswithname‘com_configbox’andremovetherows• Searchforrowswithname‘com_cbcheckout’andremovetherows• Gotothetablejos_extensions• Searchforrowswithname‘com_configbox’andremovetherows• Searchforrowswithname‘com_cbcheckout’andremovetherows
7.3 Paymentmethodchangesarenoteffective
Whenanorderischeckedout,ConfigBoxcreatesacopyofallpaymentmethodsettingsforthatorder.Ifyoumakechangestothepaymentmethods,youwon’tseethosechangesinanalreadycheckedoutorder.Checkoutanewordertoseethecurrentsetup.
7.4 IssueswithSH404SEF
IfyougotissueswithSEFURLsonConfigBoxandOrderManagementpages,configureSH404SEFlikethis:
• GotoComponents->SH404SEF->Configuration(toprightcorner)->General->Bycomponent• Forconfigbox,usethesettings‘UseJoomlarouter’,‘TranslateURL’,‘Insertlanguagecode’,‘Use
Joomlarouter’,‘DisableshURL’(seescreenshotforreference)
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InordertouseSEFURLsforConfigBoxpages,usetheJoomlanativeSEFtechniques.Createmenuitemsforproductlistings,cartpageetc.
7.5 Anerrormessageoccurredafteruploadingapackage
Checkthefollowingthings:
• Makesureyourfolderfortemporaryfilesiscorrectandwritable(Joomlaglobalconfiguration)• Makesurethetargetfoldersarewritable(e.g.components,modules,plugins/*,
administrator/components)• Makesureyourwebserverallowsuploadoffileslargerthan32MB(seephp.inisettingspost_max_size
andupload_max_filesize).Checkthesizeofyourupdatepackageandmakesurebothsettingsarehighenough.
• CheckforanywarningsontheJoomlaextensionmanagerpage.
8 Extensions
8.1 VirtueMartConnector
PleasenotethatwediscontinuedthesaleandsupportoftheVirtueMartConnector.Seethemanualofpreviousversions.