New Ecommerce Engine: Setup

Before creating a new store, make sure you've created a transition plan with your Account Team. There is a component that needs to be performed by a Thought Industries representative before you can start this process.

After your Account Team has done their part, creating a new store is the first step to converting your site to use the new Ecommerce functionality.

1. Go to Ecommerce > Settings > General.
2. Fill in the details to set up your store. All fields are required.
   01

   Store Name

   The Store Name is visible to learners. It appears as part of a button label on the receipt page that learners view after completing their purchase, and in the subject line of the purchase confirmation email.

   02

   Store Location

   Country, State / Provine / Region, Postal Code

   When you enter a state, pleas use the two-letter state code, e.g. NY, CA, etc.

   The state entered will be used as the default ship-from location for tax calculations.

   03

   Email

   Field will pre-populate with the email of the person creating the store. This email is not commonly used as it simply serves as a point of contact in the event that any payment gateway or transaction issues arise. This email is not learner facing.

   04

   Default Currency (legacy feature)

   Default currency determines which currency will be used when no other currency is configured.

   05

   Locale

   Locale determines format for non-linguistic regional differences, like date format. Note that Language, not Locale, determines the language of your store.

   06

   Language

   Determines the language of your store.

3. Click Save.

Upon hitting Save, a couple of actions will trigger:

• A default currency configuration and payment set will be created for your store. You will need to configure both of these before transactions can begin.
• A new learner checkout, and web/email receipt theme will be created.

Keep going! Just a few more things to set up.

A payment method is a combination of payment gateway and server mode (live vs. test) that is required to enable learners to conduct transactions. Only one payment method can be utilized by learners at a given time, but multiple can be set up to allow admins to easily test live vs. test transactions.

Adding and Deleting Payment Methods

1. Go to Ecommerce > Settings.
2. On the Payments tab, click the Add New Payment button at the top right and complete the fields to configure your new payment.
   • Name: This is only visible to admin users.
   • Live Server?: This toggle determines whether purchases connect to a live or test gateway.
     When enabled, transactions are logged in Thought Industries and your respective Payment Gateway, and charged to the learner.
     
     Note

     If you toggle on the Live Server? setting, make sure to press Save before connecting to your payment gateway.

     When disabled, transactions are logged in Thought Industries and your respective Payment Gateway, and not charged to the learner.
   • Select a Payment Gateway: The dropdown provided will show all configured payment gateways.

You can delete a payment method any time.

Connecting Payment Gateways

For a payment method to support transactions, it is required to have a payment gateway successfully connected. Thought Industries offers two types of payment gateways to select from: Hosted and Non-Hosted.

• Hosted: Gateways that only require credentialing for admins directly in the Thought Industries platform.
• Non-Hosted: Gateways that require direct sign-in to the account outside of Thought Industries.

Thought Industries currently supports three payment gateways:

Hosted

Non-Hosted

Every Thought Industries store requires a Currency for learners to transact in. Here's how to configure a single currency for your site.

1. Go to Ecommerce > Settings > General.
2. Scroll to the Default Currency tab, and select from your currency in the dropdown.
3. Once a currency has been selected, a secondary dropdown will appear providing options for Locale.
   • Locale only impacts the formatting that the currency price is displayed in to the learner.
   • Upon selecting a Locale, you will be prompted with a formatting variation.
   • Thought Industries currently only supports one locale per currency.

If you are using the Avalara integration to calculate taxes, learn how to configure by following the steps below.

1. Go to Ecommerce > Settings > Taxes.
2. Input your Avalara credentials:
   • Avalara Account Number
   • Avalara License Key
   • Avalara Company Code
   • Avalara Service URL
3. Once all required fields are submitted, and the Avalara connection is successful, a “Connected” status will appear at the top of the page.
4. Additional settings to consider:
   • Disable Avalara Document Committing?: Enabling this toggle will prevent Thought Industries from sending transaction documentation to Avalara.
   • Disable Address Validation?: Enabling this toggle will prevent address validation from being required at checkout.

Setting Tax Codes on Content and Products

All transactable items with the Taxable toggle on are required to have a Tax code. We start all items with the Avalara default code P00000 for digital products.

1. Navigate to Courses > All Courses.
2. Select a Content Item.
3. Go to the Enrollment step, then click Ecommerce in the left sidebar.
4. Enable the Taxable? toggle.
   • Using the link provided in the interface to Avatax search, enter an Avalara tax code to be applied at checkout.
5. Click Save.

Shipping rates can be configured with different criteria which will determine whether they appear to learners in checkout.

Adding New Shipping Rates

1. Go to Ecommerce > Settings.
2. On the Shipping tab, click the Add New Shipping Rate button at the top right and complete the fields to configure your shipping rate.
   • Name: A name for identifying a specific shipping rate.
   • Country
   • Criteria: Total Order Price OR Total Weight
     • Based on total order price of non-recurring items
       • Minimum Price
       • Maximum Price
     • Based on total weight of an item
       • Minimum Weight
       • Maximum Weight

Admins have the ability to affect the checkout experience by configuring settings in a few different ways.

When learners checkout with items in their cart, they will go through three checkout steps.

1. Step 1: In-Catalog Cart Modal
   • This view displays the items the learner has added to their cart.
2. Step 2: Full Page Cart Order Confirmation + Address Validation
   • This view displays the items in-cart as well as the option to add coupons.
   • This stage also provides learners the ability to log in to their account, or register for a new account.
   • The user will also see a space for Address Information. If logged in with a saved address, that information will be pre-populated.
3. Step 3: Full Page Payment Input and Transaction Finalization
   • This page is hosted by sub-processor Foxy.iO. All credit card information input and stored at this stage is held by Foxy.iO. See more about our infosecurity and data compliance w/ Foxy.iO.
   • This view displays:
     • Input for Billing Address (these values will be pre-populated with the Address Information previously collected, but can be updated).
     • Payment Method
       • If a credit card has been input previously by the user, that information will be pre-populated. Otherwise the user will be prompted to do so before continuing.
       • Users can also add new credit cards. Doing so updates the previously saved credit card.
     • Thought Industries Terms and Service (required).
     • Customer Terms of Service (optional for admins to include, if included, learners will be required to approve before purchase).
   • Your Cart summary
     • This view displays each item within the cart, along with the respective price, any coupon applied, as well as the ability to alter the quantity (for all content types, quantities are restricted to 1, for opportunities to sell multiple quantities on courses, please configure Bulk Purchasing).
     • Order Total
4. Receipts
   • Users will now see their transactions in the Purchases table within their Learner profile and receive two receipts:
     • Web Receipt
       • This receipt populated immediately for the user to confirm the purchase.
       • This receipt includes:
       • The name of instance store (configured at Ecommerce > Settings > General)
       • A unique receipt number
       • Buttons to redirect back to School catalog or to print the receipt page
       • General Information
         • Merchant Name: Name of instance store
         • Order ID: The unique ID
         • Date
         • Processor Response: Stripe Order ID number
       • Billing Information
         • Learner Name
         • Learner Address
         • Learner Email
       • Additional Information
         • ToS Agreement
       • Your Cart
         • Overview of the cart’s content including Item name, quantity, and total
         • Order Summary: The total of all items in cart
     • Email Receipt

Web Receipt

Email Receipt