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iStore 11i Functionality




                                                             ®


Copyright © Oracle Corporation, 2001. All rights reserved.
Objectives


After completing this lesson, you should be able to
do the following:
• Present the value of iStore 11i
• Explain the basic iStore functionality in the
   customer and merchant user interface
• Recognize dependencies and integration points




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Overview


•   iStore 11i features and benefits
•   Differences between 11i and 3i
•   iStore 11i Customer facing user interface
•   iStore 11i Merchant facing user interface
•   iStore 11i functional areas
•   iStore 11i integrations and dependencies




                                                                         ®


            Copyright © Oracle Corporation, 2001. All rights reserved.
Overview


•   iStore 11i features and benefits
•   Differences between 11i and 3i
•   iStore 11i Customer facing user interface
•   iStore 11i Merchant facing user interface
•   iStore 11i functional areas
•   iStore 11i integrations and dependencies




                                                                         ®


            Copyright © Oracle Corporation, 2001. All rights reserved.
iStore 11i Features and Benefits


             Customizable online storefront

     Feature                                                   Benefit

Build, deploy, and                                     Global customer
 manage e-stores                                            reach

                                                      End-to-end online
B2C or B2B models
                                                      merchant solution

  Personalized
                                                     Customer retention
   shopping

    CRM/ERP                                             Order/inventory
   integration                                           management
                                                                          ®


        Copyright © Oracle Corporation, 2001. All rights reserved.
iStore 11i Features and Benefits

Features                                Benefits

Rich Product Catalogue                 • Useful, relevant information
                                       • Easy to find and buy products
                                       • Merchandizing driven placement

Configurator                           • Assisted selling
                                       • Sell complex products

Participative and rich                 • Satisfying customer experience
shopping metaphors                     • Build communities
                                       • Strengthen customer relationship

Personalization and                    • Cross-sell and upsell
recommendations*                       • Improved visits to purchase ratios

* through iMarketing
                                                                              ®


            Copyright © Oracle Corporation, 2001. All rights reserved.
iStore 11i Features and Benefits

Features                                Benefits

Channel integration                   • Leverage assets and processes
                                      • Consistent customer experience
                                        across contact points

B2B support                           • Reach all customer base
                                      • Manage channel relationships better

Sophisticated                         • Sticky customers
order capture                         • Customer-specific pricing, S&H, Tax
                                      • Inventory availability

Specialty stores                      • Different stores for different needs
                                      • Single operations and reuse of UI,
                                        data, and processes

                                                                           ®


            Copyright © Oracle Corporation, 2001. All rights reserved.
iStore 11i Features and Benefits

Features                                Benefits

Self-Administration                   • (Business) Customer manages
                                        users and its processes
                                      • Lower operational cost for both

Customer Profile                      • Personalization
                                      • Better customer experience

Order Status,                         • Better service
Invoices, and so on.                  • Cost efficient


Knowledge base and                    • Integrated and cost-effective
problem resolution*                     support

* through iSupport
                                                                          ®


            Copyright © Oracle Corporation, 2001. All rights reserved.
iStore 11i Features and Benefits

Features                                Benefits

Business user-centric                 • Easy, efficient, and cost-effective
Store manager                           operations


ERP-aware application                 • No square peg in round hole
                                      • Easy, maintainable integration to
                                        existing business systems

Flexible, open, and                   • Incorporate value-added features to
extensible architecture                 store
                                      • Respond to new opportunities



* through iMarketing
                                                                              ®


            Copyright © Oracle Corporation, 2001. All rights reserved.
Overview


•   iStore 11i features and benefits
•   Differences between 11i and 3i
•   iStore 11i Customer facing user interface
•   iStore 11i Merchant facing user interface
•   iStore 11i functional areas
•   iStore 11i integrations and dependencies




                                                                          ®


             Copyright © Oracle Corporation, 2001. All rights reserved.
Differences Between 11i and 3i


There is a distinct paradigm shift in the 11i
philosophy.




                                                                         ®


            Copyright © Oracle Corporation, 2001. All rights reserved.
Differences Between 11i and 3i

 Feature                  iStore 3i                                     iStore 11i
Architecture   Stand-alone                            Dependencies on ERP and CRM
                                                      products
Architecture   Uses own schema                        Shares CRM schema, also has
                                                      own schema to store
                                                      information

Architecture   Proprietary (for example,              Apache, Jserv
               OAS, JWEB dependent)

Architecture   View and do methods                    JSPs, Servlets
Architecture   UI components tightly                  UI separated from other
               integrated with                        components
               database and
               middleware
               components
Architecture   Use p12java to make                    Use JDBC, Rosetta to make
               database calls                         database calls
                                                                                     ®


               Copyright © Oracle Corporation, 2001. All rights reserved.
Differences Between 11i and 3i

  Feature                    iStore 3i                                     iStore 11i
Customization         Only third-party APIs                 Java and PL/SQL APIs available,
                      covering very limited                 released with version 2
                      ground
Customization         No known development                  JDeveloper, Rosetta
                      tools
Store organization Single site                              Multiple sites, known as
                                                            minisites, can be administered
                                                            by the same administrator
Product catalog       Products can be loaded Products are loaded into
                      directly into iStore’s  inventory and exposed to iStore
                      own schema or           on the basis of a publish flag
                      imported from Inventory

iMarketing            Tightly bundled                       Separate component, called
integration                                                 through JSP tags
iPayment              Direct                                Through Order Capture
integration
                                                                                         ®


                  Copyright © Oracle Corporation, 2001. All rights reserved.
Differences Between 11i and 3i

   Feature                  iStore 3i                                     iStore 11i
ERP             Through interface tables Direct calls to ERP views are used
integration                              to retrieve data
                                         API calls through Order Capture can
                                         add or modify data
Configurator    Patch released in later             Direct integration with
                versions of 3i                      Configurator

Promotions      Coupons                             Offers published to price engine are
                                                    retrieved on the basis of known
                                                    information about the customer,
                                                    shopping cart, and so on.
B2B             Nonexistent, except for             Some components are available and
functionality   shopping cart                       others can be created through
                                                    customization
Customer        No common customer                  Use of Trading Community
                view, customers can be              Architecture’s common customer
                exported to and                     model
                imported from AR
                                                                                       ®


                 Copyright © Oracle Corporation, 2001. All rights reserved.
Practice 5-1 Overview
                     Checkpoint

This practice covers true or false questions about iStore.




                                                                          ®


             Copyright © Oracle Corporation, 2001. All rights reserved.
Practice 5-2 Overview
                   Checkpoint

This practice covers understanding cookies.




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Overview

•   iStore 11i Features and Benefits
•   Differences between 11i and 3i
•   iStore 11i Customer Facing user interface
•   iStore 11i Merchant Facing user interface
•   iStore 11i Functional Areas
•   iStore 11i integrations and dependencies




                                                                         ®


            Copyright © Oracle Corporation, 2001. All rights reserved.
iStore 11i Customer Facing User Interface


Customer requirements:
•   Take and fulfill orders
•   Make the visit productive
•   Make customers return often
•   Use Web as first line of contact but retain
    consistency
This topic looks at how iStore fulfills these
requirements.




                                                                          ®


             Copyright © Oracle Corporation, 2001. All rights reserved.
Customer UI: Product Catalog
Encourage repeat users                                                  Powerful Search
 • Persistent cookie to                                                  • Simple
   identify returning                                                    • AND/OR
   users                                                                 • Restrict search
                                                                           to category


Easy browsing for users                                                Feature products
 • Classification in hierarchy                                          • Multiple lists at any
 • Independent of Inventory                                               level
   category                                                             • Merchant controlled
 • Rule-based and manual                                                  order, including
   classification                                                         iMarketing determined




                                                                                             ®


                   Copyright © Oracle Corporation, 2001. All rights reserved.
Customer UI: Product Catalog
                                     Provide relevant, useful information
                                      • Merchant-defined relationships
                                        manual and rule driven
                                      • Content association with products




Sell services

                                         Provide customer-specific pricing

                                                                             ®


            Copyright © Oracle Corporation, 2001. All rights reserved.
Customer UI: Shopping Features
•   Foster repeat visits
     – Express checkout
     – Saved cart
     – Shopping lists
•   Build communities
          Share cart with
         others
•   Support different
    purchase roles
          Retriever of a
         shared cart can
         place it as order
•   Do not punish for
    placing orders over
    Web
          Same (or better)
         prices
                                                                               ®


                  Copyright © Oracle Corporation, 2001. All rights reserved.
Customer UI: B2B Support


Reach both businesses and consumers with the
same store:
• Multiple users can transact against the same financial
    account
•   Approval based registration for business users*
•   Payment methods suitable for business customers*
•   Sharing and e-mail-based routing of carts
•   Item entry with customer’s part numbers
•   Detailed account history: invoices, order, and payments*
•   Specialty stores for different types of users*
•   Tax-exempt orders
                                                                           ®


              Copyright © Oracle Corporation, 2001. All rights reserved.
Customer UI: Checkout

•   Smooth buying experience
    Remembers and uses past
    addresses, payment instruments
•   Customized checkout process
•   Workflow and message enabled
•   Details:
     – Tax, S&H charge
     – Tax-exempt support
     – Credit card, PO, invoice later
     – Multiple shipping addresses
     – Attachments with orders
     – Shipping instructions
     – E-mails upon order
       submission
                                                                                   ®


                      Copyright © Oracle Corporation, 2001. All rights reserved.
Customer UI: Account Service
Lower costs and improve service through self-service:

•   Self-administration
           Customer
         manages
         its users
•   Manage own profile
•   Account related
    information
     –   Orders
     –   Invoices
     –   Payment history
         and status




                                                                                   ®


                      Copyright © Oracle Corporation, 2001. All rights reserved.
Guided Practice 5-3 Overview:
               iStore Walk-in User

This practice covers the following topics:
• Browsing through the product catalog as a walk-in
   user
• Using product search
• Adding products to the shopping cart
• Performing a checkout




                                                                         ®


            Copyright © Oracle Corporation, 2001. All rights reserved.
Guided Practice 5-4 Overview:
              iStore BC2 User

This practice covers the following topics:
• Creating a registered user
• Changing the profile of a registered user
• Setting up an order with multiple ship-to
   addresses




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Guided Practice 5-5 Overview:
              iStoreB2B User

This practice covers the following topics:
• Creating B2B users
• Assigning privileges to B2B users
• Verifying B2B user orders




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Overview


•   iStore 11i features and benefits
•   Differences between 11i and 3i
•   iStore 11i Customer Facing user interface
•   iStore 11i Merchant Facing user interface
•   iStore 11i functional areas
•   iStore 11i integrations and dependencies




                                                                         ®


            Copyright © Oracle Corporation, 2001. All rights reserved.
Merchant UI: Store Manager


Improve operational
efficiency:
• Business user-
   centric store
   manager
• Manage product
   related content
• Effectivity dates on
   almost all items
• Rule-based
   relationships and
   classification

                                                                                ®


                   Copyright © Oracle Corporation, 2001. All rights reserved.
Merchant UI: Specialty Stores
  Set up multiple stores without incurring operational headache:
       –    Different look-and-feel
       –    Restrict products and sections
       –    Different set of store defaults
       –    Exception-based approach

                                                                           Store for
           Internal                        General
                                                                           Premier
            Store                           Store
                                                                            Partner
Different                                             Standard                     • Partner-specific logo
pages related                                                                      • Partner-specific
to checkout                                                                          section; include only
                                                                                     in-store for partner
                            Product Catalogs, Templates,
                             Media Files, Store Defaults
                             (org, price list, and so on)
                                                                                                     ®


                      Copyright © Oracle Corporation, 2001. All rights reserved.
Merchant UI: Defining End-User Roles


• Business-to-business (B2B):
   – Merchant
   – Merchant consumer
• Business-to-consumer (B2C):
   – Merchant
   – End consumer




                                                                       ®


          Copyright © Oracle Corporation, 2001. All rights reserved.
Merchant UI:
       Key Merchant Role Definitions

• Merchant users:
   – Product manager
   – Executive management
   – Application administrator
• Technical support specialists:
   – System administrator
   – Database administrator
   – Implementation specialist



                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Guided Practice 5-6 Overview:
             iStore Merchant VI

This practice covers exploring the iStore 11i
Merchant UI.




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Guided Practice 5-7 Overview:
       Adding Sections and Products

This practice covers the following topics:
• Adding sections to the store
• Adding products to sections
• Removing an item




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Overview


•   iStore 11i features and benefits
•   Differences between 11i and 3i
•   iStore 11i Customer Facing user interface
•   iStore 11i Merchant Facing user interface
•   iStore 11i Functionalareas
               functional Areas
•   iStore 11i integrations and dependencies




                                                                         ®


            Copyright © Oracle Corporation, 2001. All rights reserved.
iStore 11i Functional Areas


E-commerce implementations and projects are split up
into functional teams:
• Product Catalog and Navigation
• Customer Account Management
• Order Management




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Product Catalog and Navigation


• Catalog organization:
   – Product
   – Section
   – Item
   – Specialty store
• Product items are loaded into Inventory and made
  available to the iStore administrator on the basis
  of a publish flag set in Inventory.
• An administrator chooses which product to add to
  each specialty store.

                                                                         ®


            Copyright © Oracle Corporation, 2001. All rights reserved.
Product Catalog and Navigation


A product can be displayed in multiple ways
depending on its location in the product catalog:
• Product functional template
• Display template
• Display style




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Product Catalog and Navigation


Section page

P1, P2 displayed
as blocks



P3, P4 displayed
as line items

P5 displayed
as block




                                                                       ®


          Copyright © Oracle Corporation, 2001. All rights reserved.
Product Catalog and Navigation

Merchant-side functionality:
• Create catalog hierarchy from inventory
• Associate template and media to sections and items
• Include or exclude sections and items from minisite
 http://hostname:port/html/jtflogin.jsp
   (ibe_admin)
• JavaScript extensively used
• Customization not supported

                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Product Catalog and Navigation

Customer-side functionality:
• Browse the catalog hierarchy for minisites
• Display browsing path or visited hierarchy
• Display list and selling prices for items
• Skip or drill down hierarchy levels
 http://hostname:port/html/ibezhome.jsp
• Support customization (JSP level only)
• No JavaScript out of box

                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Product Catalog and Navigation


Catalog Pricing
• When a section has to be displayed, iStore makes
   a call to the pricing engine to determine the price.
• This call is made directly to the pricing engine.
• Pricing is dependent on QP.




                                                                         ®


            Copyright © Oracle Corporation, 2001. All rights reserved.
Product Catalog and Navigation:
                  Search

• iStore uses the interMedia search engine, Oracle
  8.1.6 platform.
• The search function uses descriptions and long
  descriptions in the MTL_SYSTEM_ITEMS_TL table.
• If the merchant wants to enable searching on
  additional criteria, he or she must run a concurrent
  program.




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Product Catalog and Navigation:
                  Search

• Product information is initially loaded in an iStore
   table by a batch process.
• Updates are done through a database trigger call
   on the product table.
• The iMedia index is created to facilitate search
   capability of the keywords. This index can be
   created (and re-created) through SQL*Plus or
   through OEM, which is bundled in the product
   suite.
• If additional product attributes are to be added in
   the product search, the batch job and trigger code
   need to be modified.
                                                                         ®


            Copyright © Oracle Corporation, 2001. All rights reserved.
Product Catalog and Navigation:
                       Search

INV SCHEMA                                 IBE SCHEMA                        BROWSER

  MTL_SY                                                      Inter-
  STEM_I                         IBE_CT
                                                              media
   TEMS                          _IMEDI
                                                             Objects
                                 A_SEAR
                                                                for
   DESC,                           CH
                                                             Search
   LONG
              Concurrent                         SYNC        $I, $K,
  DESC &                          search
             Program: sql                                    $R, $N
   ATTR                            table
                & DB                                         Tables
               Triggers
             IBEVCSMV.




                                                                                  ®


                Copyright © Oracle Corporation, 2001. All rights reserved.
Practice 5-8 Overview
                   Checkpoint

This practice covers understanding the Search features.




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
iStore 11i Functional Areas


E-commerce implementations and projects are split up
into functional teams:
• Product Catalog and Navigation
• Customer Account Management
• Order Management




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Customer Account Management


The term “customer” refers to the end user of iStore:
• Account customer:
   – Person who has registered
   – iStore recognizes returning account customers
     by using cookies
• Walk-in or anonymous customer:
       Nonregistered




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Customer Account Management


The customer account functionality uses the
common customer model of the trading community
architecture:
•   Party
•   Account
•   Contact point
•   Location
•   Relationship
•   Participation


                                                                           ®


              Copyright © Oracle Corporation, 2001. All rights reserved.
Customer Account Management:
            Customer Model

What is it?
• A model that allows groups in the community such
   as organizations, people, places, and networks
   relationship to do business together. Customer
   model is a solution to enter and update customer
   information in a CRM environment.


Who uses it?
• Typical users include all users of CRM and ERP
   customer information.


                                                                           ®


              Copyright © Oracle Corporation, 2001. All rights reserved.
Customer Account Management:
           Customer Model
                     Location                                               Party role
Contact
 Point
                     Party site


           Person                 Organization                                  Party
                        Party                                               relationship
           Group                  Relationship

                                                                           Participation
          Party account role                                               - Competitor
                                                                           - Partner
          Account
                                           Territory
                                                                           Participates
                                                                               how
            Organization                    Product
                                                                                           ®


              Copyright © Oracle Corporation, 2001. All rights reserved.
Customer Account Management


• Customer registration is handled by CRM
  Foundation.
   – B2C
   – B2B
• Authentication or login is handled by CRM
  Foundation’s Security Manager.




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Customer Account Management:
           Merchant Approval

• The merchant can approve account applications
  (B2B).
• The merchant assigns an administrator or user
  role to the applicant.




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Customer Account Management:
            Customer Profile

•   Password and password hint
•   Billing and shipping address
•   Payment information
•   Shipping method
•   E-mail address




                                                                         ®


            Copyright © Oracle Corporation, 2001. All rights reserved.
Customer Account Management:
           Express Checkout

• With express checkout, a customer can purchase
  an item without going through a tedious checkout
  process.
• Because the customer account model does not
  have any provisions for this method of shopping,
  iStore stores these preferences in its own schema.
• There are two APIs to the IBE_CUST_ACCOUNTS
  table that stores this information, for creating and
  updating express checkout information.




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Customer Account Management:
                Cookies

• Browser cookies sit on the customer’s machine.
• URL cookies are generated by iStore on login and
  are relayed in the URL from page to page.
• Cookies identify the user.
• Cookies relay other frequently needed information
  in the form of name-value pairs.




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Available to Promise (ATP)


• iStore can keep account of local inventory.
• iStore can keep track of shipability days for a
   product.
• A product is not reserved in real time.
• Once a product is in the shopping cart, the
   customer must explicitly check availability.
• Templates can be modified to do automatic ATP
   checks.




                                                                           ®


              Copyright © Oracle Corporation, 2001. All rights reserved.
Practice 5-9 Overview
                   Checkpoint

This practice covers Inventory.




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
iStore 11i Functional Areas


E-commerce implementations and projects are split up
into functional teams:
• Product Catalog and Navigation
• Customer Account Management
• Order Management




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Order Management


Order Management deals with all the processes and
functions that relate to the actual buying process.
•   Shopping cart
•   Add to cart
•   Delete from cart
•   Modify cart
•   Save cart
•   Retrieve cart
•   Convert to shopping list
•   Share cart
                                                                         ®


            Copyright © Oracle Corporation, 2001. All rights reserved.
Order Management:
                 Buying Methods

Products can be added or bought by:
• Clicking the Add to Shopping Cart button and then
   completing the checkout process
• Retrieving a saved cart and then completing the
   checkout process
• Converting a shopping list into a cart and then
   completing the checkout process
• Clicking Express Checkout, which bypasses the
   checkout process and creates an order



                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Order Management:
                    Checkout

• Customer account type
• Shipping and billing addresses:
   – Multiple billing and shipping addresses can be
     applied to an order
   – Multiple billing and shipping addresses can be
     applied to a single line item
• Delivery options
• Tax
• Payment

                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Overview


•   iStore 11i features and benefits
•   Differences between 11i and 3i
•   iStore 11i Customer Facing user interface
•   iStore 11i Merchant Facing user interface
•   iStore 11i functional areas
•   iStore 11i integrations and dependencies




                                                                         ®


            Copyright © Oracle Corporation, 2001. All rights reserved.
iStore 11i Integrations and Dependencies


•    iStore 11i Integration Points: CRM and ERP
•    Integration Architecture
•    iStore Dependencies: Mandatory
•    iStore Dependencies: Optional
•    Configurator Integration
•    iMarketing Integration
•    iPayment Integration
•    iSupport Integration
•    ERP Integration
•    Third Party Integration
                                                                          ®


             Copyright © Oracle Corporation, 2001. All rights reserved.
iStore Integration Points: CRM and ERP
                                 Shipping




                                      7
                                                           Accounts
         Pricing         3                           6
                                                           Receivable


       EcFoundation
       (JTF)
                          4       iStore             1    Inventory



       Configurator      5                        2       iMarketing



                                                             Oracle



                                     8
                                                                        Price Engine
                                                            Marketing

        iPayment         12
                                                           Order
                                                 9
                                                         Management
        Material
     Requirements        13       Order                   Accounts
       Planning                                   10
                                 Capture                  Receivable


        Pricing         14                        11      Shipping


                                                                               ®


         Copyright © Oracle Corporation, 2001. All rights reserved.
Integration Architecture
  Message-based interfaces make it easy to integrate with:
      CRM EC Apps                                                       Oracle/SAP ERP

           Tax     Shipping
                                                                       OM        Receivables

iMarketing        iStore

                                        Open
                                       API’s
   NetP                            and Messaging                   Inventory        MRP
  Engine         iPayment            Interfaces



                                                                 Configurator        HR
                 iSupport
iBill and Pay
                                                                                           ®


                    Copyright © Oracle Corporation, 2001. All rights reserved.
iStore Dependencies: Mandatory


• Oracle Inventory: Handles category structure and
  item information
• Oracle Order Management: Keeps records of
  orders the customer places and the orders’ pricing
• Oracle Accounts Receivable: For TCA and tax
  calculations
• Oracle Shipping: For available shipping methods
• Oracle Order Capture: Pushes orders to Order
  Management
• CRM Foundation (JTF): Provides user registration
  and authorization
                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
iStore ERP Dependencies: Optional


• Material Requirements Planning (MRP): Provides
  product availability information
• Advanced Pricing: Provides capability to set up
  complex pricing conditions




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
iStore CRM Dependencies: Optional


• iMarketing and Marketing Online: Handles
  execution of Web marketing campaigns
• iPayment: Authorizes and captures credit card
  transactions
• Configurator: Enables customer-configured
  products
• One-to-One Fulfillment: Sends e-mail
  confirmations to customers
• Concurrent Manager: Runs SQL script to use
  Intermedia search


                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Configurator Integration


• Integration with Configurator allows the user to
   build complex products.
• Control is transferred to Configurator during the
   configuration operation.




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Configurator


• Configurator is used to create product models and
   to help the buyer assemble related and dependent
   products in the shopping cart.
• You create product models for dependent and
   related products by building rules for the products
   in the Configurator developer user interface.
• The product models are initially imported from bill
   of material (BOM) models.
• The developer user interface can be used to create
   a tree structure for the product model.
• If a Configurator user interface is associated with
   an item, the store user interface adds the
   Configure button or a link.                                           ®


            Copyright © Oracle Corporation, 2001. All rights reserved.
Configurator Integration
  Assist users in selecting products by understanding
  their requirements
         – Integrated with Oracle Configurator
         – Seamless experience
         • Pricing                                      • Order
                                                          submission
                            Configurator
                            Internet Ed.                                         Order
          • UI for config                                                     Management
                                          • Config rules
          • Config details
iStore                                    • UI templates
          • Launch config

          • BOM info                                                           Inventory
          • Model info
                            Configurator                         • Config rules
                            Developer
                                                                                           ®


                 Copyright © Oracle Corporation, 2001. All rights reserved.
Practice 5-10 Overview
                  Checkpoint

This practice covers using the Configurator.




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Guided Practice 5-11 Overview:
               Configurator

This practice covers the following topics:
• Ordering a configurable item
• Saving the cart and sending an e-mail notification




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
iMarketing


• You can use Oracle iMarketing to personalize the
  store and make recommendations.
• You create postings in iMarketing, then create
  rules that determine the content for a given
  posting, then modify Oracle iStore 11i templates to
  make reference to posting tag.
• See Oracle iMarketing Concepts and Procedures
  for details.




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
iMarketing Integration
Convert more visits into purchases by:
     – Intelligent cross-sell and upsell
     – Targeted recommendations
     – Targeted promotions
     – At all places on the site
                     • Visitor information and actions
                     • Information about page displayed

         iStore                                                              iMarketing
                      • Recommended products
 • User                                                                      • Rules
                      • Ads, promotions
   action                                                                    • Campaigns
   tracking                                                                  • Customer segmentation


                           Product Catalog
              Orders, Installed Base, Pricing, and so on
              Customer Profile and Interaction History
                                                                                             ®


                Copyright © Oracle Corporation, 2001. All rights reserved.
iPayment


• If you are planning to provide the option of paying
   with a credit card you may want to set up Oracle
   iPayment for doing credit card authorization and
   fund capture.
• You can set up authorization to be done at the time
   the order is placed, or later.
• See Oracle iPayment Concepts and Procedures for
   details on setting up Oracle iPayment.




                                                                         ®


            Copyright © Oracle Corporation, 2001. All rights reserved.
iPayment Integration
   Customer purchases
        product

          iStore
                                    CyberCash                    CheckFree

Create Order


          Order                                                                      Field-installable
                                                  iPayment
         Capture                                                                     payment systems



Authorization                                             Capture
                                                  or Author/Capture
          Order                          Accounts                               Oracle
       Management                       Receivables                           Collections

        Fulfill Order                 Invoice for order             Collect overdue payments
                                                                                                  ®


                        Copyright © Oracle Corporation, 2001. All rights reserved.
iPayment Key Business Flow

                                    Order                                  Order
 iStore
                                   Capture                               Management


                              Authorization               Authorization
                                                       Authorization
3rd-party Authorization                                  /Capture
                                  iPayment                                    AR
software




                                                                                      ®


            Copyright © Oracle Corporation, 2001. All rights reserved.
iPayment 11i Architecture




                                                                                                                                          BEP APIs
                                                                                                                                                       Field-
                                      EC-Application                                                                         HTTP Req                installable   Gateway
                                                                                                                                                       servlet
                                                                                      HTTP(S)
                                                                                      Adapter
                                                                                                                             HTTP Req




                                                                                                                                          BEP APIs
                                                                                                                                                     CyberCash     CyberCash
                                                         JAVA APIs




                                                                                                       Interface Interface
                                                                                                       Checkfree PayNow
                                                                     iPayment                                                HTTP Req                  servlet      Gateway



                                                                                       AcctXfer APIs
                                                                      Engine
EC-Application




                                            EC-Servlet
                 PL/SQL APIs




                               HTTP Req                                                                                                               Secure
                                                                                                                                                       FTP         Checkfree




                                                                                                                                 ------
                                                                      Scheduler                                                 -Files-
                                                                                                                                 ------

                                 iPayment
                                Repository
                                                                                                                                                                     ®


                                                                     Copyright © Oracle Corporation, 2001. All rights reserved.
Practice 5-12 Overview
              Checkpoint

This practice covers iPayment.




                                                                    ®


       Copyright © Oracle Corporation, 2001. All rights reserved.
iSupport Integration
Lower costs and improve service through self-service.
   – Knowledge-base support
   – FAQ
   – Create and track service requests (SRs)
   – View Installed Base and contracts
   – Seamless integration

              iStore                           iSupport



        Common Services (security, and so on), UI

                          Shared Schema
                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
iStore Integration with ERP
  Order
                                Shared Sales                               Accounts
Management
                                  Schema                                  Receivables
   (OM)
     • Pricing                                              • Customer/
     • Orders/                   Field/Mobile                 contact info
       order status                  Sales                  • Tax info
                                                            • Sales reps
                                                              per account
                                      iStore
     • Items                                                • Available
     • Product                                                to Promise
       families                    TeleSales                  (ATP)
     • Collateral
       availability
                                                                          Material
 Inventory                                                             Requirements
                                                                      Planning (MRP)
                                                                                        ®


             Copyright © Oracle Corporation, 2001. All rights reserved.
Channel Integration
  Make other channels work with the Web store.
     – Share cart with a sales representative
     – Leads and opportunities out of saved carts, Web
        interactions
     – Call-me-back
     – Workflow and message enabled
                         Quotes, Leads, and                                  Oracle Sales Online
Shopping cart              Opportunities
(save, share)                                                Oppt/lead assignment
                                                             CSR/Sales Rep*
  iStore
                                                                                 Oracle TeleSales
    Call-me-back                                              Routing, screen pop with
    (customer               Oracle Telephony
                                                              warm transfer
    information)                Manager
                                                                        Oracle Customer
*Out-of-box integration to OSO and other apps to                               Care
be delivered in a future release                                                               ®


                    Copyright © Oracle Corporation, 2001. All rights reserved.
Alerts


• Oracle Workflow is used to send e-mail
  confirmations to customers and e-mail alerts to
  parties that share a shopping cart.
• At a minimum, you must set up message text in
  Workflow for Oracle iStore 11i e-mail notifications.




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
iStore Partners and Third-Party Products


• Java Servlet Development Kit (JSDK) 1.1.8 from
  Apache Software Foundation
• TaxWare (iStore sales tax conversion)
• Vertex (tax calculation done in Accounts
  Receivable); default tax codes can be set in AR if
  Vertex is not used




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
CRM E-Commerce Foundation Products


• Functional
       Order Capture: Communicates with Order
      Management
• Architectural
   – HTML stack
   – Common user interface




                                                                       ®


          Copyright © Oracle Corporation, 2001. All rights reserved.
CRM to CRM E-Commerce Integration Points
                                                            Receiving
Integration Point          Authoring Module                 Module           Method
Scripting: I Series        Scripting                        iSupport
Get/display product
service history            iStore                           iSupport         JSP
Obtain recommendation
list                       iStore, iSupport                 iMarketing       JSP, Bean
View orders/invoices/
shipments                  iStore, iSupport                 Foundation       JSP
Buy Now feature            iSupport                         iStore           JSP
Data Access                Foundation
control module             (iSupport)                       iSupport        API
Call Me integration        iSupport, iStore                 Call Center/OTM API
Merchant approval
(integration with                                           iSupport         API
Registration)              Foundation, iStore
Merchant approval          Foundation                       iSupport         API

                                                                                      ®


                Copyright © Oracle Corporation, 2001. All rights reserved.
CRM to CRM E-Commerce Integration Points
                                                              Receiving
Integration Point           Authoring Module                  Module          Method
User groups                 Foundation                        iSupport        API
User groups
(for channels )             MES                               iSupport        API
Installed base                                                Service
Configuration               iSupport                                          API
Search/view SRs             Support                           iSupport        Views
Verify customer
entitlements                Contracts                         iSupport        API
Assign a support
rep to an SR                Service                           iSupport        API
Create a service
request and generate        Support                           iSupport        API




                                                                                       ®


                 Copyright © Oracle Corporation, 2001. All rights reserved.
CRM to CRM E-Commerce Integration Points
                                   Authoring                 Receiving
Integration Point                  Module                    Module          Method
Service request
management (create, update,
escalate, close)                   Support                   iSupport        API
Attachment to SR
support                            FND                       iSupport        API
Create/view service
request profile                    JTF                       iSupport        API
Search knowledge base              Service (SMS)             iSupport        API
E-mail SR receipt to
customer                           Workflow                  iSupport        API
Search/view returns                Order Capture             iSupport        Views
Create returns                     Order Capture             iSupport        Views
Create/update personalized
homepage                           JTF                       iSupport        API
Publish/subscribe                  Workflow                  iSupport        API

                                                                                      ®


                Copyright © Oracle Corporation, 2001. All rights reserved.
CRM to CRM E-Commerce Integration Points
                                     Authoring                   Receiving
Integration Point                    Module                      Module        Method
Search/view contracts                Contracts                   iSupport      JSP
View/update customer profile         JTF                         iSupport      API
Search/view solutions in
SMS                                  Service                     iSupport      API
Search/view technical library        MES                         iSupport      API
Browse technical library             MES                         iSupport      API, JSP
View company news, alerts            MES                         iSupport      API
View patch                           Support                     iSupport      API
View configuration
information                          iSupport                    Support       UI
Assign a support
representative to SR                 iSupport                    Service
Calculate affiliate dues             iMarketing                  Contracts     (post-11i)



                                                                                      ®


                  Copyright © Oracle Corporation, 2001. All rights reserved.
CRM to CRM E-Commerce Integration Points
                                                                  Receiving
Integration Point               Authoring Module                  Module        Method
Create a service request
and generate SR number          iSupport                          Service
Create an affiliate
contract                        iMarketing                        Contracts
Determine “standard"
entitlement level               iSupport                          Service
Pull posting                    iStore, Affiliate site            iMarketing
Query department
level/organization SRs          iSupport                          Service
Update/install base             iSupport                          Service
Update/escalate SR              iSupport                          Service
Reconcile bill payments         Accounts Receivable               iPayment
Void an authorization
for an order                    Order Management                  iPayment
Credit an affiliate account     iMarketing                        Accounts
                                                                  Receivable
                                                                                     ®


                   Copyright © Oracle Corporation, 2001. All rights reserved.
CRM to CRM E-Commerce Integration Points
                                                                    Receiving
Integration Point                 Authoring Module                  Module        Method
Obtain authorization
and capture funds                 Collections                       iPayment      API

Process order in OM
and capture
payment in AR
based on order
received in iStore                iStore, OC, OM, AR                iPayment      API
Invoice authorization and
capture of payments               AR                                iPayment      API

Process orders
using credit cards                OM, OC                                          API
                                                                    iPayment



                                                                                        ®


                     Copyright © Oracle Corporation, 2001. All rights reserved.
Summary


In this lesson, you should have learned how to:
• Present the value of iStore 11i
• Explain the basic iStore functionality in the
   customer and merchant user interface
• Recognize dependencies and integration points




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.
Practice 5-13 Overview
                  Checkpoint

This practice covers understanding iStore dependencies.




                                                                        ®


           Copyright © Oracle Corporation, 2001. All rights reserved.

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  • 1. iStore 11i Functionality ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 2. Objectives After completing this lesson, you should be able to do the following: • Present the value of iStore 11i • Explain the basic iStore functionality in the customer and merchant user interface • Recognize dependencies and integration points ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 3. Overview • iStore 11i features and benefits • Differences between 11i and 3i • iStore 11i Customer facing user interface • iStore 11i Merchant facing user interface • iStore 11i functional areas • iStore 11i integrations and dependencies ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 4. Overview • iStore 11i features and benefits • Differences between 11i and 3i • iStore 11i Customer facing user interface • iStore 11i Merchant facing user interface • iStore 11i functional areas • iStore 11i integrations and dependencies ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 5. iStore 11i Features and Benefits Customizable online storefront Feature Benefit Build, deploy, and Global customer manage e-stores reach End-to-end online B2C or B2B models merchant solution Personalized Customer retention shopping CRM/ERP Order/inventory integration management ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 6. iStore 11i Features and Benefits Features Benefits Rich Product Catalogue • Useful, relevant information • Easy to find and buy products • Merchandizing driven placement Configurator • Assisted selling • Sell complex products Participative and rich • Satisfying customer experience shopping metaphors • Build communities • Strengthen customer relationship Personalization and • Cross-sell and upsell recommendations* • Improved visits to purchase ratios * through iMarketing ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 7. iStore 11i Features and Benefits Features Benefits Channel integration • Leverage assets and processes • Consistent customer experience across contact points B2B support • Reach all customer base • Manage channel relationships better Sophisticated • Sticky customers order capture • Customer-specific pricing, S&H, Tax • Inventory availability Specialty stores • Different stores for different needs • Single operations and reuse of UI, data, and processes ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 8. iStore 11i Features and Benefits Features Benefits Self-Administration • (Business) Customer manages users and its processes • Lower operational cost for both Customer Profile • Personalization • Better customer experience Order Status, • Better service Invoices, and so on. • Cost efficient Knowledge base and • Integrated and cost-effective problem resolution* support * through iSupport ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 9. iStore 11i Features and Benefits Features Benefits Business user-centric • Easy, efficient, and cost-effective Store manager operations ERP-aware application • No square peg in round hole • Easy, maintainable integration to existing business systems Flexible, open, and • Incorporate value-added features to extensible architecture store • Respond to new opportunities * through iMarketing ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 10. Overview • iStore 11i features and benefits • Differences between 11i and 3i • iStore 11i Customer facing user interface • iStore 11i Merchant facing user interface • iStore 11i functional areas • iStore 11i integrations and dependencies ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 11. Differences Between 11i and 3i There is a distinct paradigm shift in the 11i philosophy. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 12. Differences Between 11i and 3i Feature iStore 3i iStore 11i Architecture Stand-alone Dependencies on ERP and CRM products Architecture Uses own schema Shares CRM schema, also has own schema to store information Architecture Proprietary (for example, Apache, Jserv OAS, JWEB dependent) Architecture View and do methods JSPs, Servlets Architecture UI components tightly UI separated from other integrated with components database and middleware components Architecture Use p12java to make Use JDBC, Rosetta to make database calls database calls ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 13. Differences Between 11i and 3i Feature iStore 3i iStore 11i Customization Only third-party APIs Java and PL/SQL APIs available, covering very limited released with version 2 ground Customization No known development JDeveloper, Rosetta tools Store organization Single site Multiple sites, known as minisites, can be administered by the same administrator Product catalog Products can be loaded Products are loaded into directly into iStore’s inventory and exposed to iStore own schema or on the basis of a publish flag imported from Inventory iMarketing Tightly bundled Separate component, called integration through JSP tags iPayment Direct Through Order Capture integration ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 14. Differences Between 11i and 3i Feature iStore 3i iStore 11i ERP Through interface tables Direct calls to ERP views are used integration to retrieve data API calls through Order Capture can add or modify data Configurator Patch released in later Direct integration with versions of 3i Configurator Promotions Coupons Offers published to price engine are retrieved on the basis of known information about the customer, shopping cart, and so on. B2B Nonexistent, except for Some components are available and functionality shopping cart others can be created through customization Customer No common customer Use of Trading Community view, customers can be Architecture’s common customer exported to and model imported from AR ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 15. Practice 5-1 Overview Checkpoint This practice covers true or false questions about iStore. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 16. Practice 5-2 Overview Checkpoint This practice covers understanding cookies. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 17. Overview • iStore 11i Features and Benefits • Differences between 11i and 3i • iStore 11i Customer Facing user interface • iStore 11i Merchant Facing user interface • iStore 11i Functional Areas • iStore 11i integrations and dependencies ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 18. iStore 11i Customer Facing User Interface Customer requirements: • Take and fulfill orders • Make the visit productive • Make customers return often • Use Web as first line of contact but retain consistency This topic looks at how iStore fulfills these requirements. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 19. Customer UI: Product Catalog Encourage repeat users Powerful Search • Persistent cookie to • Simple identify returning • AND/OR users • Restrict search to category Easy browsing for users Feature products • Classification in hierarchy • Multiple lists at any • Independent of Inventory level category • Merchant controlled • Rule-based and manual order, including classification iMarketing determined ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 20. Customer UI: Product Catalog Provide relevant, useful information • Merchant-defined relationships manual and rule driven • Content association with products Sell services Provide customer-specific pricing ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 21. Customer UI: Shopping Features • Foster repeat visits – Express checkout – Saved cart – Shopping lists • Build communities Share cart with others • Support different purchase roles Retriever of a shared cart can place it as order • Do not punish for placing orders over Web Same (or better) prices ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 22. Customer UI: B2B Support Reach both businesses and consumers with the same store: • Multiple users can transact against the same financial account • Approval based registration for business users* • Payment methods suitable for business customers* • Sharing and e-mail-based routing of carts • Item entry with customer’s part numbers • Detailed account history: invoices, order, and payments* • Specialty stores for different types of users* • Tax-exempt orders ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 23. Customer UI: Checkout • Smooth buying experience Remembers and uses past addresses, payment instruments • Customized checkout process • Workflow and message enabled • Details: – Tax, S&H charge – Tax-exempt support – Credit card, PO, invoice later – Multiple shipping addresses – Attachments with orders – Shipping instructions – E-mails upon order submission ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 24. Customer UI: Account Service Lower costs and improve service through self-service: • Self-administration Customer manages its users • Manage own profile • Account related information – Orders – Invoices – Payment history and status ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 25. Guided Practice 5-3 Overview: iStore Walk-in User This practice covers the following topics: • Browsing through the product catalog as a walk-in user • Using product search • Adding products to the shopping cart • Performing a checkout ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 26. Guided Practice 5-4 Overview: iStore BC2 User This practice covers the following topics: • Creating a registered user • Changing the profile of a registered user • Setting up an order with multiple ship-to addresses ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 27. Guided Practice 5-5 Overview: iStoreB2B User This practice covers the following topics: • Creating B2B users • Assigning privileges to B2B users • Verifying B2B user orders ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 28. Overview • iStore 11i features and benefits • Differences between 11i and 3i • iStore 11i Customer Facing user interface • iStore 11i Merchant Facing user interface • iStore 11i functional areas • iStore 11i integrations and dependencies ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 29. Merchant UI: Store Manager Improve operational efficiency: • Business user- centric store manager • Manage product related content • Effectivity dates on almost all items • Rule-based relationships and classification ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 30. Merchant UI: Specialty Stores Set up multiple stores without incurring operational headache: – Different look-and-feel – Restrict products and sections – Different set of store defaults – Exception-based approach Store for Internal General Premier Store Store Partner Different Standard • Partner-specific logo pages related • Partner-specific to checkout section; include only in-store for partner Product Catalogs, Templates, Media Files, Store Defaults (org, price list, and so on) ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 31. Merchant UI: Defining End-User Roles • Business-to-business (B2B): – Merchant – Merchant consumer • Business-to-consumer (B2C): – Merchant – End consumer ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 32. Merchant UI: Key Merchant Role Definitions • Merchant users: – Product manager – Executive management – Application administrator • Technical support specialists: – System administrator – Database administrator – Implementation specialist ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 33. Guided Practice 5-6 Overview: iStore Merchant VI This practice covers exploring the iStore 11i Merchant UI. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 34. Guided Practice 5-7 Overview: Adding Sections and Products This practice covers the following topics: • Adding sections to the store • Adding products to sections • Removing an item ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 35. Overview • iStore 11i features and benefits • Differences between 11i and 3i • iStore 11i Customer Facing user interface • iStore 11i Merchant Facing user interface • iStore 11i Functionalareas functional Areas • iStore 11i integrations and dependencies ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 36. iStore 11i Functional Areas E-commerce implementations and projects are split up into functional teams: • Product Catalog and Navigation • Customer Account Management • Order Management ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 37. Product Catalog and Navigation • Catalog organization: – Product – Section – Item – Specialty store • Product items are loaded into Inventory and made available to the iStore administrator on the basis of a publish flag set in Inventory. • An administrator chooses which product to add to each specialty store. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 38. Product Catalog and Navigation A product can be displayed in multiple ways depending on its location in the product catalog: • Product functional template • Display template • Display style ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 39. Product Catalog and Navigation Section page P1, P2 displayed as blocks P3, P4 displayed as line items P5 displayed as block ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 40. Product Catalog and Navigation Merchant-side functionality: • Create catalog hierarchy from inventory • Associate template and media to sections and items • Include or exclude sections and items from minisite  http://hostname:port/html/jtflogin.jsp (ibe_admin) • JavaScript extensively used • Customization not supported ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 41. Product Catalog and Navigation Customer-side functionality: • Browse the catalog hierarchy for minisites • Display browsing path or visited hierarchy • Display list and selling prices for items • Skip or drill down hierarchy levels  http://hostname:port/html/ibezhome.jsp • Support customization (JSP level only) • No JavaScript out of box ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 42. Product Catalog and Navigation Catalog Pricing • When a section has to be displayed, iStore makes a call to the pricing engine to determine the price. • This call is made directly to the pricing engine. • Pricing is dependent on QP. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 43. Product Catalog and Navigation: Search • iStore uses the interMedia search engine, Oracle 8.1.6 platform. • The search function uses descriptions and long descriptions in the MTL_SYSTEM_ITEMS_TL table. • If the merchant wants to enable searching on additional criteria, he or she must run a concurrent program. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 44. Product Catalog and Navigation: Search • Product information is initially loaded in an iStore table by a batch process. • Updates are done through a database trigger call on the product table. • The iMedia index is created to facilitate search capability of the keywords. This index can be created (and re-created) through SQL*Plus or through OEM, which is bundled in the product suite. • If additional product attributes are to be added in the product search, the batch job and trigger code need to be modified. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 45. Product Catalog and Navigation: Search INV SCHEMA IBE SCHEMA BROWSER MTL_SY Inter- STEM_I IBE_CT media TEMS _IMEDI Objects A_SEAR for DESC, CH Search LONG Concurrent SYNC $I, $K, DESC & search Program: sql $R, $N ATTR table & DB Tables Triggers IBEVCSMV. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 46. Practice 5-8 Overview Checkpoint This practice covers understanding the Search features. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 47. iStore 11i Functional Areas E-commerce implementations and projects are split up into functional teams: • Product Catalog and Navigation • Customer Account Management • Order Management ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 48. Customer Account Management The term “customer” refers to the end user of iStore: • Account customer: – Person who has registered – iStore recognizes returning account customers by using cookies • Walk-in or anonymous customer: Nonregistered ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 49. Customer Account Management The customer account functionality uses the common customer model of the trading community architecture: • Party • Account • Contact point • Location • Relationship • Participation ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 50. Customer Account Management: Customer Model What is it? • A model that allows groups in the community such as organizations, people, places, and networks relationship to do business together. Customer model is a solution to enter and update customer information in a CRM environment. Who uses it? • Typical users include all users of CRM and ERP customer information. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 51. Customer Account Management: Customer Model Location Party role Contact Point Party site Person Organization Party Party relationship Group Relationship Participation Party account role - Competitor - Partner Account Territory Participates how Organization Product ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 52. Customer Account Management • Customer registration is handled by CRM Foundation. – B2C – B2B • Authentication or login is handled by CRM Foundation’s Security Manager. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 53. Customer Account Management: Merchant Approval • The merchant can approve account applications (B2B). • The merchant assigns an administrator or user role to the applicant. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 54. Customer Account Management: Customer Profile • Password and password hint • Billing and shipping address • Payment information • Shipping method • E-mail address ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 55. Customer Account Management: Express Checkout • With express checkout, a customer can purchase an item without going through a tedious checkout process. • Because the customer account model does not have any provisions for this method of shopping, iStore stores these preferences in its own schema. • There are two APIs to the IBE_CUST_ACCOUNTS table that stores this information, for creating and updating express checkout information. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 56. Customer Account Management: Cookies • Browser cookies sit on the customer’s machine. • URL cookies are generated by iStore on login and are relayed in the URL from page to page. • Cookies identify the user. • Cookies relay other frequently needed information in the form of name-value pairs. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 57. Available to Promise (ATP) • iStore can keep account of local inventory. • iStore can keep track of shipability days for a product. • A product is not reserved in real time. • Once a product is in the shopping cart, the customer must explicitly check availability. • Templates can be modified to do automatic ATP checks. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 58. Practice 5-9 Overview Checkpoint This practice covers Inventory. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 59. iStore 11i Functional Areas E-commerce implementations and projects are split up into functional teams: • Product Catalog and Navigation • Customer Account Management • Order Management ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 60. Order Management Order Management deals with all the processes and functions that relate to the actual buying process. • Shopping cart • Add to cart • Delete from cart • Modify cart • Save cart • Retrieve cart • Convert to shopping list • Share cart ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 61. Order Management: Buying Methods Products can be added or bought by: • Clicking the Add to Shopping Cart button and then completing the checkout process • Retrieving a saved cart and then completing the checkout process • Converting a shopping list into a cart and then completing the checkout process • Clicking Express Checkout, which bypasses the checkout process and creates an order ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 62. Order Management: Checkout • Customer account type • Shipping and billing addresses: – Multiple billing and shipping addresses can be applied to an order – Multiple billing and shipping addresses can be applied to a single line item • Delivery options • Tax • Payment ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 63. Overview • iStore 11i features and benefits • Differences between 11i and 3i • iStore 11i Customer Facing user interface • iStore 11i Merchant Facing user interface • iStore 11i functional areas • iStore 11i integrations and dependencies ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 64. iStore 11i Integrations and Dependencies • iStore 11i Integration Points: CRM and ERP • Integration Architecture • iStore Dependencies: Mandatory • iStore Dependencies: Optional • Configurator Integration • iMarketing Integration • iPayment Integration • iSupport Integration • ERP Integration • Third Party Integration ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 65. iStore Integration Points: CRM and ERP Shipping 7 Accounts Pricing 3 6 Receivable EcFoundation (JTF) 4 iStore 1 Inventory Configurator 5 2 iMarketing Oracle 8 Price Engine Marketing iPayment 12 Order 9 Management Material Requirements 13 Order Accounts Planning 10 Capture Receivable Pricing 14 11 Shipping ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 66. Integration Architecture Message-based interfaces make it easy to integrate with: CRM EC Apps Oracle/SAP ERP Tax Shipping OM Receivables iMarketing iStore Open API’s NetP and Messaging Inventory MRP Engine iPayment Interfaces Configurator HR iSupport iBill and Pay ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 67. iStore Dependencies: Mandatory • Oracle Inventory: Handles category structure and item information • Oracle Order Management: Keeps records of orders the customer places and the orders’ pricing • Oracle Accounts Receivable: For TCA and tax calculations • Oracle Shipping: For available shipping methods • Oracle Order Capture: Pushes orders to Order Management • CRM Foundation (JTF): Provides user registration and authorization ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 68. iStore ERP Dependencies: Optional • Material Requirements Planning (MRP): Provides product availability information • Advanced Pricing: Provides capability to set up complex pricing conditions ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 69. iStore CRM Dependencies: Optional • iMarketing and Marketing Online: Handles execution of Web marketing campaigns • iPayment: Authorizes and captures credit card transactions • Configurator: Enables customer-configured products • One-to-One Fulfillment: Sends e-mail confirmations to customers • Concurrent Manager: Runs SQL script to use Intermedia search ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 70. Configurator Integration • Integration with Configurator allows the user to build complex products. • Control is transferred to Configurator during the configuration operation. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 71. Configurator • Configurator is used to create product models and to help the buyer assemble related and dependent products in the shopping cart. • You create product models for dependent and related products by building rules for the products in the Configurator developer user interface. • The product models are initially imported from bill of material (BOM) models. • The developer user interface can be used to create a tree structure for the product model. • If a Configurator user interface is associated with an item, the store user interface adds the Configure button or a link. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 72. Configurator Integration Assist users in selecting products by understanding their requirements – Integrated with Oracle Configurator – Seamless experience • Pricing • Order submission Configurator Internet Ed. Order • UI for config Management • Config rules • Config details iStore • UI templates • Launch config • BOM info Inventory • Model info Configurator • Config rules Developer ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 73. Practice 5-10 Overview Checkpoint This practice covers using the Configurator. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 74. Guided Practice 5-11 Overview: Configurator This practice covers the following topics: • Ordering a configurable item • Saving the cart and sending an e-mail notification ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 75. iMarketing • You can use Oracle iMarketing to personalize the store and make recommendations. • You create postings in iMarketing, then create rules that determine the content for a given posting, then modify Oracle iStore 11i templates to make reference to posting tag. • See Oracle iMarketing Concepts and Procedures for details. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 76. iMarketing Integration Convert more visits into purchases by: – Intelligent cross-sell and upsell – Targeted recommendations – Targeted promotions – At all places on the site • Visitor information and actions • Information about page displayed iStore iMarketing • Recommended products • User • Rules • Ads, promotions action • Campaigns tracking • Customer segmentation Product Catalog Orders, Installed Base, Pricing, and so on Customer Profile and Interaction History ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 77. iPayment • If you are planning to provide the option of paying with a credit card you may want to set up Oracle iPayment for doing credit card authorization and fund capture. • You can set up authorization to be done at the time the order is placed, or later. • See Oracle iPayment Concepts and Procedures for details on setting up Oracle iPayment. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 78. iPayment Integration Customer purchases product iStore CyberCash CheckFree Create Order Order Field-installable iPayment Capture payment systems Authorization Capture or Author/Capture Order Accounts Oracle Management Receivables Collections Fulfill Order Invoice for order Collect overdue payments ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 79. iPayment Key Business Flow Order Order iStore Capture Management Authorization Authorization Authorization 3rd-party Authorization /Capture iPayment AR software ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 80. iPayment 11i Architecture BEP APIs Field- EC-Application HTTP Req installable Gateway servlet HTTP(S) Adapter HTTP Req BEP APIs CyberCash CyberCash JAVA APIs Interface Interface Checkfree PayNow iPayment HTTP Req servlet Gateway AcctXfer APIs Engine EC-Application EC-Servlet PL/SQL APIs HTTP Req Secure FTP Checkfree ------ Scheduler -Files- ------ iPayment Repository ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 81. Practice 5-12 Overview Checkpoint This practice covers iPayment. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 82. iSupport Integration Lower costs and improve service through self-service. – Knowledge-base support – FAQ – Create and track service requests (SRs) – View Installed Base and contracts – Seamless integration iStore iSupport Common Services (security, and so on), UI Shared Schema ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 83. iStore Integration with ERP Order Shared Sales Accounts Management Schema Receivables (OM) • Pricing • Customer/ • Orders/ Field/Mobile contact info order status Sales • Tax info • Sales reps per account iStore • Items • Available • Product to Promise families TeleSales (ATP) • Collateral availability Material Inventory Requirements Planning (MRP) ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 84. Channel Integration Make other channels work with the Web store. – Share cart with a sales representative – Leads and opportunities out of saved carts, Web interactions – Call-me-back – Workflow and message enabled Quotes, Leads, and Oracle Sales Online Shopping cart Opportunities (save, share) Oppt/lead assignment CSR/Sales Rep* iStore Oracle TeleSales Call-me-back Routing, screen pop with (customer Oracle Telephony warm transfer information) Manager Oracle Customer *Out-of-box integration to OSO and other apps to Care be delivered in a future release ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 85. Alerts • Oracle Workflow is used to send e-mail confirmations to customers and e-mail alerts to parties that share a shopping cart. • At a minimum, you must set up message text in Workflow for Oracle iStore 11i e-mail notifications. ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 86. iStore Partners and Third-Party Products • Java Servlet Development Kit (JSDK) 1.1.8 from Apache Software Foundation • TaxWare (iStore sales tax conversion) • Vertex (tax calculation done in Accounts Receivable); default tax codes can be set in AR if Vertex is not used ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 87. CRM E-Commerce Foundation Products • Functional Order Capture: Communicates with Order Management • Architectural – HTML stack – Common user interface ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 88. CRM to CRM E-Commerce Integration Points Receiving Integration Point Authoring Module Module Method Scripting: I Series Scripting iSupport Get/display product service history iStore iSupport JSP Obtain recommendation list iStore, iSupport iMarketing JSP, Bean View orders/invoices/ shipments iStore, iSupport Foundation JSP Buy Now feature iSupport iStore JSP Data Access Foundation control module (iSupport) iSupport API Call Me integration iSupport, iStore Call Center/OTM API Merchant approval (integration with iSupport API Registration) Foundation, iStore Merchant approval Foundation iSupport API ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 89. CRM to CRM E-Commerce Integration Points Receiving Integration Point Authoring Module Module Method User groups Foundation iSupport API User groups (for channels ) MES iSupport API Installed base Service Configuration iSupport API Search/view SRs Support iSupport Views Verify customer entitlements Contracts iSupport API Assign a support rep to an SR Service iSupport API Create a service request and generate Support iSupport API ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 90. CRM to CRM E-Commerce Integration Points Authoring Receiving Integration Point Module Module Method Service request management (create, update, escalate, close) Support iSupport API Attachment to SR support FND iSupport API Create/view service request profile JTF iSupport API Search knowledge base Service (SMS) iSupport API E-mail SR receipt to customer Workflow iSupport API Search/view returns Order Capture iSupport Views Create returns Order Capture iSupport Views Create/update personalized homepage JTF iSupport API Publish/subscribe Workflow iSupport API ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 91. CRM to CRM E-Commerce Integration Points Authoring Receiving Integration Point Module Module Method Search/view contracts Contracts iSupport JSP View/update customer profile JTF iSupport API Search/view solutions in SMS Service iSupport API Search/view technical library MES iSupport API Browse technical library MES iSupport API, JSP View company news, alerts MES iSupport API View patch Support iSupport API View configuration information iSupport Support UI Assign a support representative to SR iSupport Service Calculate affiliate dues iMarketing Contracts (post-11i) ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 92. CRM to CRM E-Commerce Integration Points Receiving Integration Point Authoring Module Module Method Create a service request and generate SR number iSupport Service Create an affiliate contract iMarketing Contracts Determine “standard" entitlement level iSupport Service Pull posting iStore, Affiliate site iMarketing Query department level/organization SRs iSupport Service Update/install base iSupport Service Update/escalate SR iSupport Service Reconcile bill payments Accounts Receivable iPayment Void an authorization for an order Order Management iPayment Credit an affiliate account iMarketing Accounts Receivable ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 93. CRM to CRM E-Commerce Integration Points Receiving Integration Point Authoring Module Module Method Obtain authorization and capture funds Collections iPayment API Process order in OM and capture payment in AR based on order received in iStore iStore, OC, OM, AR iPayment API Invoice authorization and capture of payments AR iPayment API Process orders using credit cards OM, OC API iPayment ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 94. Summary In this lesson, you should have learned how to: • Present the value of iStore 11i • Explain the basic iStore functionality in the customer and merchant user interface • Recognize dependencies and integration points ® Copyright © Oracle Corporation, 2001. All rights reserved.
  • 95. Practice 5-13 Overview Checkpoint This practice covers understanding iStore dependencies. ® Copyright © Oracle Corporation, 2001. All rights reserved.

Editor's Notes

  1. Schedule: Timing Topic 115 minutes Lecture 245 minutes Practice 360 minutes Total
  2. Features and Benefits Oracle i Store provides merchants with a complete end-to-end solution for building, deploying, and managing online storefronts. These storefronts will give your company access to new customers and new markets around the world, and can be set up for use in both business-to-business (B2B) and business-to-consumer (B2C) scenarios. Either way, i Store allows you to give your customers a dynamic and personalized shopping experience which will keep them returning to your Web site frequently. And because i Store integrates with Oracle’s CRM and ERP product suites, it can be used to give your customers access to business-critical information, such as availability of inventory, order status, shipment information, and more. Instructor Note Other points which can be covered if time permits: Robust, scaleable architecture: Built on the industry standard Oracle8 database Customizable look and feel: Supports company branding Configurable product support Sales processes across multiple channels Globalization: Currency, language Special interest stores Notifications
  3. Performing This Practice For detailed instructions, see Practice 5-1 in Appendix D, “Practices and Solutions.”
  4. Performing This Practice For detailed instructions, see Practice 5-2 in Appendix D, “Practices and Solutions.”
  5. Performing This Practice For detailed instructions, see Practice 5-3 in Appendix D, “Practices and Solutions.”
  6. Performing This Practice For detailed instructions, see Practice 5-4 in Appendix D, “Practices and Solutions.”
  7. Performing This Practice For detailed instructions, see Practice 5-5 in Appendix D, “Practices and Solutions.”
  8. Performing This Practice For detailed instructions, see Practice 5-6 in Appendix D, “Practices and Solutions.”
  9. Performing This Practice For detailed instructions, see Practice 5-7 in Appendix D, “Practices and Solutions.”
  10. Product Catalog and Navigation: Cataloging Products This section deals with how i Store imports, organizes, and displays products. Product items are loaded into Inventory and made available to the i Store administrator on the basis of a publish flag set in Inventory. The administrator then has the task of organizing the catalog and preparing it for display. Catalog Organization The three major components of the i Store hierarchy are: The product item, or the leaf in the organizational tree The section or grouping of product items or sections. There is also a special kind of section, known as a featured section, which consists only of product items. The specialty store, which is a view of the catalog. There can be multiple specialty stores or views of the same catalog for different customers. Note: The section is different from the category as defined in Inventory. These two terms cannot be used interchangeably. While a product item can belong to only one category in Inventory, it can belong to multiple i Store sections.
  11. Product Catalog and Navigation: Catalog Display A product can be displayed in multiple ways depending on its location in the product catalog. For example, the same product may need to be displayed in one way in section A and another way in section B. Therefore, every node in the catalog that has products to display specifies a display context to be used by the products under that given section. A display style, or a logical template, is used to vary the appearance of the product, because it can be associated with a product at a specialty store, section, or product level. This enables the merchant to display products very differently. For example, when displaying the products for a selected section, some featured products will be displayed as blocks, but the others will be displayed as line items depending on the display style associated with the product or section. A default style should be associated with the entire store and set in the profile options.
  12. Product Catalog and Navigation: Display Styles A style is nothing but a JSP template that has a logical name and certain parameters that characterize it. Each style sheet ultimately maps to a file that contains the actual presentation instructions. Notice that so far, mention has been made of logical templates, not physical templates. Logical templates are handles that point to physical template files, depending on the language and specialty store used. Resolution rules are used at run time to identify the logical and physical templates that will be used for display.
  13. Product Catalog and Navigation: Search i Store uses the interMedia search engine, which is a part of the Oracle 8.1.6 platform. The customer can search based on the name and description of products. Because i Store runs off the inventory tables, Search uses the description and long description columns of the MTL_SYSTEM_ITEMS_T1 table. Once the inventory has been set up, the concurrent program called ibevcsmv.sql must be run to populate the table which contains the searchable data. If the merchant wants to enable searching on additional criteria, the concurrent program must be modified to add the relevant columns and run again. To keep the search data current, the concurrent program must be run at frequent intervals.
  14. What Is Catalog Search in i Store 11 i ? Ability to find products in Inventory Customer UI, not Merchant UI Components Intermedia, Inventory, OEM Web Status flag What Can You Search On? Name, description of products Stored in MTL_SYSTEM_ITEMS_TL Web status = ENABLED Available in minisite Stored as CLOB, extensible Instructor Note i Store section-level search functionality may be available in later releases. Check the latest version of the Oracle iStore and Oracle iMarketing Implementation Guide on MetaLink for implementation guidelines.
  15. Performing This Practice For detailed instructions, see Practice 5-8 in Appendix D, “Practices and Solutions.”
  16. Customer Account Management The term “customer” refers to the end user of i Store. A customer may be a person who has registered with the store (account customer) or a person who has literally walked into the store (walk-in or anonymous customer). i Store “recognizes” returning account customers by using cookies. Most e-commerce sites encourage customers to register because this increases the probability that they will return to the site.
  17. Customer Account Management The customer account functionality uses the common customer model of the trading community architecture. Whereas registered customers have their own accounts, anonymous users are automatically assigned to a common account. The customer model comprises six major subject areas: Party: Defined as people, organizations, groups, or relationships Account: Defined as a financial roll-up point Contact point: Defined as any electronic point that you could use as a contact, such as telephones, URLs, e-mail addresses, and so on Location: A physical place Relationship: Establishes the relationship between any two parties Participation: Describes the interaction of a party with other parties, including internal organizations
  18. Customer Account Management CRM Foundation manages customer accounts. Using the login name, password, e-mail address, and account type, an account is created. There are only two types of accounts: B2C: Users are granted a default role that allows them to access the entire store functionality. B2B: Users are granted a default role, defined by merchant, and restricted to certain operations until the merchant reviews and approves the account. For example, they may browse and add items to the shopping cart, but may not check out until the account is approved. With respect to B2B users, the concept of party must be explained. A party can be a person, a group of persons, or an organization. Relationships exist between parties such that party A can be a representative of party B. Seen in this light, a B2B account may be a corporate account that can further be associated into accounts belonging to multiple individuals, each with his or her own login and password. A person ordering something from a corporate account is actually ordering on behalf of the corporation.
  19. Customer Account Management: Merchant Approval Merchant approval is a process in which the merchant can review and verify users’ information and set up accounts. The merchant can choose to approve or to decline an application at any point during the process. If approved, the new user is associated with the company and accounts, with either an administrator role or a user role as chosen by the merchant. If declined, the user is removed from the registration pool.
  20. Customer Account Management: Customer Profile The following information is associated with the customer profile. Password and password hint: These are set when the customer registers and can be updated later. i Store performs these functions using APIs exposed by the CRM foundation. Billing and shipping address: The user can have multiple billing and shipping addresses, each associated with a nickname. A B2B user can choose to update both addresses associated with his or her persona and addresses associated with the B2B account. Primary billing and shipping addresses are identified for the purpose of one-click checkout. Payment information: A primary payment method is associated with the customer’s account. For this purpose, a list of payment methods are provided from i Payment. Information about payment instruments is also stored associated with the account. A primary payment instrument is also chosen for one-click shopping. Shipping method: A primary shipping method is associated with the account and is used for one-click shopping. The list of shipping methods is imported from Oracle Shipping. E-mail address: The customer can set and update this information. Because much of this information is of a sensitive nature, the user needs to be authenticated before he or she can access it. The distinction between sensitive information and public information can be made at the JSP level, where a directive requiring authentication can be inserted. Once the user is authenticated, he or she is allowed to access other sensitive pages.
  21. Customer Account Management: Cookies Cookies are used to recognize returning customers and are of two types: Browser cookie: Sits on the customer’s machine URL cookie: Is generated by i Store on login and relayed in the URL from page to page In either case, the cookie is used by i Store to identify the user and relay other frequently needed information in the form of name-value pairs. Under the following circumstances, however, a returning user cannot be identified: (For URL cookie) The customer arrives at an i Store page from an external site (For URL cookie) The page times out (For browser cookie) The browser does not carry cookies (For browser cookie) The cookie expires As mentioned earlier, all anonymous customers share the same customer account. In such a case, how does the site differentiate among multiple anonymous users using the site? As long as the anonymous customer is only browsing the site, he or she does not need any special identifier. However, once he or she adds something to a cart, the cart ID is loaded into the cookie and will become the distinguishing factor between two anonymous customers. The main disadvantage with using cookies is that they may become invalid at any time. For example, once an account is deleted, the cookie associated with that account will become invalid. Therefore, before an item of information stored in the cookie is used, a validation check is conducted.
  22. Available to Promise (ATP) i Store will allow merchants to set up a specialty store–specific default Inventory lookup mechanism that can be set to look up either locally or in real time, and either in Inventory itself or using i Store templates. An Available to Promise (ATP) API is provided by Inventory and used by i Store at the time of checkout. i Store can keep a count of local inventory. The local inventory will include watermark levels and will be updateable at regular intervals by a scheduled concurrent manager program in the ERP applications. This concurrent manager program will calculate product availability against the actual inventory and update the local inventory numbers. Alternatively, i Store can keep track of shipability days for products (“Product usually ships in X days”). This approach is used by Amazon.com and other e-commerce stores. Note that the product is not reserved in real time. This may be an issue for clients who sell one-of-a-kind items such as art or refurbished goods.
  23. Practice 5-9 Performing This Practice For detailed instructions, see Practice 5-9 in Appendix D, “Practices and Solutions.”
  24. Order Management Order Management deals with all the processes and functions that relate to the actual buying process. For example, when an item is added to the shopping cart, a quote is created or modified in Order Capture. Order Capture makes a call to the pricing engine using the contents of the shopping cart as qualifiers and receives the list of offers from the pricing engine. The quote is priced using these modifiers. The contents of the shopping cart can be used by TeleSales to generate leads.
  25. Order Management: Checkout This process deals with converting the contents of the shopping cart into an order. The following information is processed during checkout: Customer’s Account Type The customer is required to login or register before continuing with the checkout process. Shipping and Billing Addresses In i Store 11 i , multiple billing and shipping addresses can be applied to an order. Further, multiple billing and shipping addresses can be applied to a single line item. i Store also keeps track of addresses used with previous orders, forming an address book from which the customer can easily select frequently used addresses. These addresses are pulled from Accounts Receivable. The addresses entered by the customer are verified through Order Capture. The customer is asked to correct any errors in the addresses.
  26. i Store Integration Points: CRM and ERP 1. i Store–Inventory : Inventory schemas are used to store items and create product categories. Those items will be pulled into the i Store’s Merchant UI to publish them on a speciality store and display them in the catalog. 2. i Store– i Marketing : i Store exposes certain APIs to i Marketing about relationships between products. For example, the cross-sell relationship between two products is available to i Marketing in this way. In 11 i , i Store and i Marketing are tightly coupled. Advertisements, recommendations, and other personalized content are made available to i Store from i Marketing. To be able to push a marketing campaign through the store those campaigns and their offer codes (discounts) need to be set up in Marketing Online. 3. i Store–Pricing : All pricing-related information displayed on the catalog is derived using Pricing APIs. 4. i Store–EcFoundation : Roles and privileges are created using EcFoundation. For example, i Store uses JTF APIs to perform user registration. The customer data will be pushed to TCA through JTFs integration with Accounts Receivables. i Store–Configurator : An API is used to integrate i Store and Configurator on the shopping cart. 6. i Store - A/R: When a user views the status of his or her order in the “order tracker” functionality, invoices as well as payments are pulled directly from A/R. 7. i Store - Oracle Shipping: Shipping methods (shown on the checkout pages) are configured in Oracle Shipping. 8. i Store - Order Capture: Orders are placed through Order Capture. i Store also uses Order Capture’s integration to various other modules for functionality used on the shopping cart. When a shopping cart is saved, a quote is created in the Order Capture schema. The quote can be viewed through Order Capture in any CRM application that has an integration point to Order Capture (Oracle Telesales, CallCenter, Contracts). 9. i Store - Order Capture - Order Management: . Orders are sent from i Store to Order Capture to Order Management for fulfillment. Payment authorization for an order can be done online (see above integration with i Payment) or offline after the order is sent to Order Management for fulfillment (by integration of i Payment into A/R). 10. i Store - Order Capture - A/R: Tax calculation is done using A/R APIs through Order Capture. 11. i Store - Order Capture - Shipping: Shipping fulfillment related processing is done using Shipping APIs through Order Capture. 12. i Store - Order Capture – i Payment: Connection to i Payment for credit card authorization is done using Order Capture itself or using APIs exposed by it. In other words, unlike in version 3 i , there is no direct connection to i Payment. 13. i Store - Order Caputre - MRP: ATP inventory check is performed using MRP’s APIs through Order Capture. 14. i Store - Price Engine: i Marketing writes offers to the price engine. i Store accesses these offers by sending known information about the customer to the price engine.
  27. Integration Architecture Messaging interfaces replace interface tables that were used in 3 i . The need to push and pull data is no longer there. With the shared schema, you access these tables directly.
  28. i Store Dependencies: Mandatory Oracle i Store leverages other Oracle Applications modules to provide extended functionality. The mandatory modules must be set up before i Store can run.
  29. i Store ERP Dependencies: Optional i Store is natively integrated to Oracle ERP and CRM applications; they share the same business objects and schemas. Consulting services are available to enhance the following: Sales functionality Shipping and handling charges calculations Defining product relationships and categories (information presentation structure) Setting up the optional modules is not required; however, if they are not set up, then the additional functionality provided by these modules will not be available.
  30. Configurator Integration A product item may be identified as configurable or not based on whether it has a bill of materials associated with it of the type known as “Model.” If it does, then a Configure button will appear alongside it. On clicking the button, control is transferred to the Configurator user interface so that the customer can configure the product. After this, control is transferred back to i Store.
  31. Performing This Practice For detailed instructions, see Practice 5-10 in Appendix D, “Practices and Solutions.”
  32. Practice 5-11 Refer to Practice 5-11 in the Practices chapter.
  33. Note Also see the Oracle Order Management User’s Guide and the Oracle Accounts Receivable User’s Guide for additional setups required for i Payment.
  34. Performing This Practice For detailed instructions, see Practice 5-12 in Appendix D, “Practices and Solutions.”
  35. i Store Partners and Third-Party Products Oracle has developed strategic partnerships with third-party development companies in order to provide its customers with a complete, end-to-end e-commerce solution. Partners vary by product. Note that taxation in 11 i is done through Accounts Receivable (AR), which in turn integrates with Taxware/Vertex. Similarly, shipping is integrated through Order Capture and Oracle Shipping. Net Perceptions is not shipped with the product, but Oracle does provide the integration hooks.
  36. Integration Points Authoring Module: Module that initiates the integration scenario Receiving Module: Module that receives data in the integration scenario Integration Method: Method used to achieve integration: API, read/update of common schema, and so forth APIs are used at the middleware level. JSPs are used at deeper-than-middleware level. Instructor Note Don’t spend a great deal of time going through the detail of the next few slides. Simply highlight the i Store integrations and indicate that participants may want to review this information for the activities.
  37. Performing This Practice For detailed instructions, see Practice 5-13 in Appendix D, “Practices and Solutions.”