Getting started for business users

HCL Commerce provides a fully integrated set of business user tools for store management, merchandising, and marketing tasks including management of catalogs, promotions, campaigns, prices, page layouts, and stores. Sales personnel can dynamically manage search term associations and merchandising rules from the Management Center. HCL Commerce provides tools to help you promote items, categories, or manufacturers that are relevant to particular customers.

• Read topics specific to your tasks.

  If you are ...	You can use the Management Center ...
  Managing catalogs and merchandise	Catalogs tool Create and manage master and sales catalogs, including: defining categories creating products, variants, and SKUs categorizing SKUs bundling SKUs managing dynamic kits Enrich and manage product content, and create merchandising associations. Create, restore, view, and delete versions of catalog objects (sales catalog, category, and catalog entries). Create and manage search term associations, and associate search terms with landing pages. Manage product attributes with the Management Center attribute dictionary. Manage search engine optimization (SEO) properties for categories and catalog entries. View site search statistics for the keywords customers are using to search your site. Assign one or more attribute dictionary descriptive attributes to multiple catalog entries at a time. Add multiple catalog entries to multiple sales categories at a time in a single task. Create rule-based sales categories that use an HCL Commerce search based rule to find and automatically assign catalog entries to the categories. Use HCL Commerce search to quickly find catalog entries to assign to a sales category. View the catalog entries that are assigned a specific attribute dictionary attribute.
  Managing promotions	Promotions tool Create and manage promotions for your merchandise. Review and manage promotions. Import promotion codes for use with your promotions. Export promotion codes for a promotion. If Management Center is integrated with IBM Marketing Center, you can open IBM Marketing Center from Management Center to upload exported promotion codes. IBM Marketing Center campaigns can include the promotion codes. Find promotions by using the Advanced Search feature in the Promotions tool. Archive inactive promotions to remove the promotions from displaying in the main promotions list and promotion folders. Prevent promotions from displaying in the main promotions list by moving the promotions into promotion folders.
  Managing marketing campaigns	Marketing tool Design creative marketing campaigns that can contain web and email activities. Create experiments to test your campaign activities' effectiveness. Create and manage marketing content. Define the flow of marketing activities. Review and manage marketing activities. Create and manage search rules. Create and manage search rule experiments. If Management Center is integrated with IBM Marketing Center, you can open IBM Marketing Center from Management Center to create and manage marketing campaigns. These campaigns can include promotion codes that are exported from Management Center. Export customer segment information, such as email addresses, into a downloadable CSV file. Override the maximum file size limit for attachments that are associated with marketing content. Configure marketing activities to target customers who are viewing catalog entries that have specific attributes.
  Managing attachments	Attachments tool Browse attachments Create, change, and delete attachments.
  Managing installment rules	Installments tool Create installment rules to offer customers different installment payment options when they purchase items from your store catalog. Review how installment rules are scheduled in relation to one another in a calendar tool. Review the list of active and inactive installment rules. Activate and deactivate installment rules. Update installment rules. Delete installment rules.
  Managing stores	Store Management tool Update store profile information such as the name or description of a store, contact information, store location, and supported languages and currencies. Change the style of a store, including the store layout and color. Specify the functions that are available in your store, such as which optional fields to display on store pages. View your changes in the store. Open or close a store. Update the URL keyword of a static store page for Search Engine Optimization (SEO) friendly URLs.
  Managing catalog filters, price lists, and price rules	Catalog Filter and Pricing tool Create, and manage catalog filters. Create and manage price lists and price rules. Upload catalog filters. Upload price lists.
  Managing tasks that you perform in Management Center	Workspace Management tool Manage content within a workspace by selecting tasks, managing content within tasks, adding comments, and approving or rejecting tasks. Work on assigned tasks, complete tasks, and submit tasks for approval. View, open, and compare business object change history records to quickly see what modifications were made. Undo change history records to correct mistakes or to approve a task without needing to reject it. View the change history for a task group after the task group is approved or canceled.
  Creating pages and layouts, and managing layouts for store pages	Commerce Composer tool Create pages for your store. Create layouts for pages by using predefined widgets and templates. Assign layouts to store pages. View layouts.
  Managing organizations and the related information	Organizations Create new organization. Update the information related to existing organization such as description, business category, address, or contact information. Find organization.
  Managing approval requests	Approvals Accept the new approval request. Reject the request received. Post comments after acceptance/rejection.
  Managing User profile and information	Users Create new users. Change the details of a user, or enable or disable a user account. Find users, and update their role assignments Update user properties such as first name, last name, organization, or role
  Managing sent, and unsent messages	Messages Resend a message. View sent message. View unsent message.
  Scheduling a site level jobs and maintaining a scheduler for various jobs	Scheduler A site-level jobs can be scheduled. Manage to send or save marketing jobs and it's statistics. Create and schedule HCL commerce search jobs. Create and schedule search engine optimization jobs.
  Creating, changing, and finding business accounts	Accounts Create business accounts. Add, change, or delete business accounts. Add, change, or delete purchase order. Find business accounts. Managing different type of contracts.
  Managing Accounts and Contracts	Accounts and Contracts Create business accounts. Add, change, or delete business accounts. Add, change, or delete purchase order. Find business accounts. Managing different type of contracts.
  Managing both implicit and explicit member groups	Member Groups Create member groups. Change details such as description, and criteria upon which a group was created. Delete member group from site. List member groups.
  Creating new stores for e-commerce site	Extended Sites Store Management Create new store. Find store. Export and Import stores.
  Securing all sites by updating all account related policies	Security Policies Account policies. Password policies. Lockout policies.
  Maintaining a set of registries for catching HCL Commerce runtime data	Registries Registering a registry Update registry components.
  Setting up Shipping at store-level	Managing Shipping Shipping Codes Shipping Modes Shipping Jurisdictions
  Setting up Taxes at store-level	Managing Taxes Define Tax Jurisdiction Define Tax rates Define Tax codes
  Setting up Shipping Charges at store-level	Managing Shipping Define Shipping Charges Delete Shipping Charges Edit Shipping Charges Search Shipping Charges
  Submitting new Ideas on Aha Portal	Submit new ideas - Aha Portal
  Managing Message Type	Manage Message types Create new Message Types Edit existing Message Types Delete Message Types Search Message Types
  Managing Transports	Transport methods Create new Transports Edit existing Transports Search Transports
  Assigning Shipping Codes to Products and Categories	Updated shipping codes Defining Shipping Codes Edit Shipping Codes Search Shipping Codes Delete Shipping Codes
  Updating B2B User Management	User Management Creating new users by logging in as Site Admin, Buyer Admin, CSR, CSS, Seller Admin, Operational Manager Editing user information by logging in as Site Admin, Buyer Admin, CSR, CSS, Seller Admin, Operational Manager Finding Users
  Managing Commerce Analytics tool	Analytics Tool
  Managing Commerce Analytics tool	Analytics Tool
  Managing CK Editor	Rich Text Editor
  Managing the Search tool	Search tool Analytics Mock search Color Configuration
  Using the Page Composer tool	Page Composer tool Pages Layouts
  Using the Assets tool	Assets tool Manage files Manage attachments
  Using the Marketplace tool	Marketplace Marketplace Operator Catalog Updates Inventory Updates Order Management
  Using the Seller Dashboard	Seller Dashboard Marketplace Seller Marketplace Seller Administrator
  Managing Access Control	Access control
  Managing Marketplace Contracts	Marketplace Contracts Pricing Catalog Filter
  Managing License Metrics	HCL Commerce License Metrics License Metrics logger utility Checking the number of order lines

• Assist customers on the store

  HCL Customer Service for HCL Commerce JSP stores

  HCL Customer Service for Digital Commerce provides customer service enhancements that enable a customer service representative (CSR) to resolve common issues and capture orders. These capabilities are built into the storefront and enable a CSR to complete key tasks on behalf of a guest and registered customers.