This document provides an overview and demonstration of Oracle iStore, an e-commerce application. It discusses key features such as product catalog management, pricing, checkout, order tracking, and integration with other Oracle applications. The demonstration shows the order creation process from adding products to a cart, entering shipping/payment details, order submission, and order tracking on the customer frontend. It also shows how the order is created in the backend Oracle applications.
Conheça a ferramenta de ecommerce da Oracle, o Oracle iStore.
Ferramenta de vendas online já integrada nativamente com o OM, ONV e Pricing.
Assuntos abordados na apresentação:
-Estrutura & Integrações do iStore;
-Layout - Atribuições, Facilidades e Recursos Core;
-Gestão dos Usuários;
-Tracking e Gestão Comercial;
-Definições da Loja;
-Definições do Pedido;
-Gerenciamento de Catálogo de Produtos;
-Criando um Usuário na Loja;
-Navegação Padrão;
-Personalizações na Loja;
-Usuário com Múltiplos Clientes;
-Arquitetura Proxy Reverso;
/***********************************************************************************************\
/ >>Quer participar de um webinario gratuito de como implementar o Oracle iStore?\
/Acesse: \
/http://www.luis-soto.com/istore \
/***********************************************************************************************\
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2. 2
• Oracle iStore – An Overview
• Key Features of Oracle iStore
• Demonstration-Order Creation and Tracking Order
• Summary
Agenda
3. 3
Oracle iStore-An Overview
• Oracle iStore is a packaged e-commerce application that
gives organizations the components necessary to create
powerful Internet store sites for selling products and
services in a secure and personalized environment
• Oracle iStore allows businesses from all industries to
establish
• business-to-business (B2B) and
• business-to-consumer (B2C) electronic commerce
• In addition, integration with other Oracle applications
provides a broad range of e-commerce capabilities.
4. Oracle iStore Basics – How it works ?
4
“Oracle iStore is web based application which lets business establish
flexible, robust internet store front.”
5. 5
Oracle iStore-An Overview
Implementing Oracle iStore lets you:
• Build, test, and launch sophisticated online stores in multiple
languages and currencies
• Provide a full range of online purchasing capabilities, including
flexible pricing, sales assistance, storage of customer data,
shared carts, shopping lists, warranties, order tracking and
returns, and more
• Deploy sites in business partner, business-to-business (B2B) and
business-to-consumer (B2C) scenarios
• Target different customer segments and/or organizations
• Capture and track customer information and activities
• View reports about the activities in the online stores
7. 7
• Product Catalog and Content Management
Unlimited products and product attributes
Associate any multimedia content to products
Inventory independent hierarchies
Rule based categorization of products in the
hierarchy
Targeted specialty stores
Oracle iStore-Key Features
8. 8
• Interactive and Complex Selling
Guided Selling
Configure Complex Products
Shopping Lists¸ Saved, Shared, and Sales Rep
Assisted
Shopping Carts
Collaborative buying with Sales Reps
Web Call-back
Oracle iStore-Key Features
9. 9
• Flexible Checkout
Express or Regular checkout
Merchant configurable checkout
• Advanced and personalized pricing
Unlimited price lists available in multiple
currencies
Volume, bundled, and tiered discounts
Modifiers, qualifiers, and formulas
Pricing Agreements
Oracle iStore-Key Features
10. 10
• Personalization and One-to-One Marketing
Rules-based interface and engine
User profiling and personalization
Campaigns and offers across all touch points and
channels
Item, Order, and Volume discounts
• Merchandising
User-defined relationships between products
Product affinity based delivery of products, offers,
ads, content
Cross-sells, Up-sells, and Substitutions
Oracle iStore-Key Features
11. 11
• Globalization Support
Multi-lingual, Multi-Org, Multi-Store, Multi-Currency
Global tax calculation
Localized messages and alerts
Restrict Bill-to/Ship-to countries
• Inventory Checks
Real-time Available to Promise (ATP) checks across
multiple Orgs
Real-time inventory Reservations
Display Substitute Products if unavailable
Oracle iStore-Key Features
12. 12
• Order Processing and Shipping
Instant order capture in backend ERP system
Address validation
Different ship-to/bill-to customer, contact, and
address
Tax Exemption
Supports variety of shipping methods
Split shipment by line item¸ Requested
delivery date
Oracle iStore-Key Features
13. 13
• Post Sales Service
Order Tracker
Order and shipping notifications
Shipment status, invoices, and payment
information available across organizations
• Account Management
Self-service B2B user account management
Multiple roles and permissions
Detailed contact information
Address book, Payment book, User preferences
Access restrictions to specialty stores
Oracle iStore-Key Features
14. 14
• Automated Notifications
Order placement/cancellation
Registration Confirmation
Sales Assistance Requests
• Reporting
Number of orders placed for a given duration
Top customers
Top selling products
• 360 Degree Customer View
Unified customer model across all sales channels (Web, Call
Center, Direct Sales Force, Resellers)
Oracle iStore-Key Features
15. 15
• Complete Payment Processing
Support for credit cards, purchase orders, invoicing
Online and offline authorizations
Leverages Oracle E-Business Suite payment engine
(iPayment)
• Security
Application-level security through roles and
permissions
Out-of-the-box integration with other E-Business
Suite applications for complete customer tracking,
order capture, order management, and streamlined
order fulfillment
Oracle iStore-Key Features
16. 16
Oracle iStore-User Registration
Unregistered Users (Guest) can browse the web but cannot place order.
User Can register with ‘Register’ Link.
Registered user can login using ‘Login’ Link
26. 26
Oracle iStore-Placing Order through iStore
Browse/Search to the required Item.
User can view detail of item by clicking the item link. Click on Add to Cart
27. 27
Oracle iStore-Placing Order through iStore
Continue Shopping (Add another Items in Cart)
Save Cart For Later Use
Check Out for placing order
28. 28
Oracle iStore-Placing Order through iStore
While Checking Out system will prompt User Name and
password.
New users can register using ‘New User Registration’ link
30. 30
Oracle iStore-Placing Order through iStore
System Prompts for Shipping Information. If Address
already registered, system gives option for selecting
existing address or add new address
34. 34
Oracle iStore-Placing Order through iStore
Details of Order through Order Management
Query Order with Order Source as ‘iStore Account’
35. 35
Oracle iStore-Placing Order through iStore
Entered/Booked Order Created in Order Management on
the basis of setup
Order Header Details
36. 36
Oracle iStore-Placing Order through iStore
Entered/Booked Order Created in Order Management on
the basis of setup
Order Line Details
37. 37
Oracle iStore-Tracking Placed Order Through iStore
User can track placed order through Order tab of iStore
User can view shipment status using ‘Shipment Details’ link
41. 41
What is iStore –Implementation Point of View
• Oracle iStore consists of two distinct but integrated user
interfaces viz. Administrative Application and Customer
Application
• Administrative Application is used for :
• Create Unlimited Number of Sites
• Setup Pricelists, Shipping Methods etc.
• Build Product Catalog using Oracle Inventory
• Change site look and Feel by selecting different Section
Templates and Product Display Templates
• View and Configure Workflow notifications
• View Business and Operational Reports
42. 42
What is iStore ? Contd..
• Customer Application is full web based Shopping
Application. It has various features viz.
• Online shopping and orders processed into Oracle
Order Management
• Saves and Share Carts, Quotes etc
• Track Orders
• Cancel Orders
• Submit Return Orders
• Store and access user addresses and credit card data
• Order iStore is an integrated part of E-Business Suite
43. 43
What is iStore ? Contd..
• Oracle iStore Include following components
• Business Objects- The schema for storing customer orders,
product catalog and presentation element (IBE & ASO
Database Schema)
• Runtime Services & APIs- These include PLSQL and Java
based APIs which manipulate the Business Objects (Data)
• Configurable Customer Application Templates- All customer
application menus and pages are customizable using logical
template names
• Processing and Routing Templates- In combination with
display templates, these templates contain logic and
appropriate business flows
• Oracle BLAF (Browse Look And Feel) compliant user interface
for Administrative and customer application
44. 44
Mandatory Modules for iStore
• Oracle Receivables
• Customer Information
• Calculate Taxes
• Generates Invoices
• Oracle General Ledger
• Provides Business Unit Information to iStore
• Tasks include setting up of Chart of Account , Calendar,
Currencies and Business Unit
• Oracle Human Resources
• Stores information related to organization
• Tasks include setting up of Business Group, Locations, Legal
Entities, Operating Unit, Employees, Bill-To and Ship-To
Countries
45. 45
Mandatory Modules for iStore
• Oracle Inventory
• Stores all products (also called as items in inventory
terminology)
• Oracle Order Management
• iStore uses OM to track and process customer orders
and shipping details. iStore uses Order Capture APIs
and Schema to communicate with OM
• Tasks include setting of System Parameters,
Transaction Types, Workflows, Order Number
sequence, defaulting rules, flag shipping methods as
web enables, payment types
• Oracle CRM Technology Foundation
This must be implemented in order for iStore to work
properly
46. 46
Important Responsibilities
• Following responsibilities are needed to implement Oracle iStore
• iStore Administrator
• Setup content, section, site, templates etc
• iStore Concurrent Program Administrator
• Execute concurrent programs for data refresh
• IBE_CUSTOMER
• Place orders using iStore site
• CRM HTML Administrator (with all available ROLES)
• Setup business users and associate them to appropriate
receivables account
• Create Roles
• Application Developer
• Setup message codes and message text
• Application Developer Common Modules (AK_DEVELOPER)
• Setup regions, region items/attributes used for Post
Sales (Order Tracking)
47. 47
Important Profile Options-I
Profile Option Name Value
IBE:Category Set Valid Value from LOV
IBE:Item Master Organization Valid Value from LOV
MO:Operating unit Valid Value from LOV
IBE:Price Event For Shopping Cart Batch Processing
IBE:Create Order In Entered State if It has errors
while Booking Yes
IBE:Shopping Event Before Shopping Cart Enter Order Line
IBE:Default Payment Term Valid Value from LOV
JTF_PROFILE_DEFAULT_APPLICATION 671
JTF_PROFILE_DEFAULT_CSS jtfucss.css
JTF_PROFILE_DEFAULT_CURRENCY USD
JTF_PROFILE_DEFAULT_RESPONSIBILITY
21819 (iStore Admin at
Application Level)
48. 48
Important Profile Options-II
Profile Option Name Value
ASO:Automatic Numbering Yes
ASO:Credit Card Authorzation Yes (if CC Allowed)
ASO:Default Quote Status Store Draft
ASO:Default Order State Booked
ASO:Default Order Type Mixed
ASO:Default Sales Rep No sales credit
ASO:Enable TCA Changes Yes
ASO:OM Defaulting
Yes or No (based on OM
Defaulting Rules)
HZ:Generate Party Number Yes (ApplicationLevel)
HZ:Generate Party Site Number Yes (ApplicationLevel)
Sequential Numbering Yes (Site Level)
QP:Item Validation Organization Valid Master Org
ASO : ATP Default Customer Valid Customer
IBE: Retrieve Price When Displaying Items Yes
IBE: Use Price list associated with Specialty
Site Yes
49. 49
iStore Setup- Concurrent Programs
• Login as iStore Concurrent Program Manager
• Execute Following Concurrent Programs
• iStore Search Insert (To Populate iStore Item Search Table)-
Generally executed only once or for complete refresh
• iStore Section Search Refresh (Can be executed multiple
times)
• Product Autoplacement
• Bounce the Web Server -Web Server needs to be bounced after
following events
• Setting up defaulting rules in order management
• Modifying text messages in oracle forms
• Modifying lookups in oracle forms
• Running Oracle Pricing Concurrent Programs, Building
sourcing rules
• Adding new items to inventory as well as attribute changes
• Setting Site level profile options
50. 50
iStore Setup- Bouncing Web server (Apache)
• Bounce the Web Server -Web Server needs to be bounced after
following events
• Setting up defaulting rules in order management
• Modifying text messages in oracle forms
• Modifying lookups in oracle forms
• Running Oracle Pricing Concurrent Programs, Building
sourcing rules
• Adding new items to inventory as well as attribute changes
• Setting Site level profile options
• Setting up discoverer reports
• Applying Patches
51. 51
Customer Application Display Components
• iStore utilizes JSPs (java server pages) along with APIs to retrieve
dynamic data along with static HTML data
• iStore uses templates and other components to present customer
application viz.
• Display Templates
• Section and Product Hierarchy
• Content – images and HTML content
52. 52
iStore Setup- Catalog Creation
• Login as iStore Administrator using regular oracle applications link
• Navigate to Catalog Tab to see Hierarchy
• Click Section image in Accessories Section which is root section. This will create
a new section and open up a page to set the various properties.
• Select Accessories as parent section and mark the Status as Published
• Update other fields viz. Section name, Section Code, Description etc.
• Keep Featured Section as De-Selected
56. 56
iStore Setup- Catalog Creation
• Mandatory Product Attributes setup in Oracle inventory
• Web Status Flag – Published
• Orderable on web – Yes
• OE Translatable – Yes
• Customer Order Enabled- Yes
• Mandatory setup in OM/Pricing
• All iStore products should be present in pricelist used while
iStore Site Creation setup
• Order Management Workflow should be assigned to the
order type used in iStore (order type profile option)
• ASO: Additional Information Descriptive flex field should be
setup (Header Level DFF and Line Level DFF )
60. 60
Customizing iStore
• Oracle iStore is a based on Java Server Pages Technology
• Oracle iStore consists of hundreds of JSPs which can be configured using
Template Manager user interface. Each JSP is attached to a template
name/code
62. 62
iStore Customizations- Tips
• If User Interface requirements are not fulfilled by seeded templates
the JSP customizations will be required.
• The new JSPs will be created based on seeded JSPs which will be
attached to seeded Display Templates using Template Manager
screen of iStore Administrative site
• To reflect any changes in JSPs, Item Attributes, Prices etc. Web
server will have to be bounced.
63. 63
iStore Customizations -Tips
• To view source code of class files used in JSPs developer needs
to have following tools
• Java Decompilers e.g.
• DJ Java Decompiler 3.9
• Jcavaj (Java Decompiler with look and feel of directory
structure)
• JSP editor like JDeveloper or even text editor editplus is
sufficient
64. 64
iStore Customizations - Tips
• To get information about JSP is getting displayed (which is not
necessarily same as jsp name in URL) while using iStore site,
use following steps
• Copy the hard coded texts from JSP page e.g. field label
etc.
• Login to Oracle Applications as Application Developer and
navigate to message maintenance screen
• All hard codes labels/texts in iStore are store as Messages
in Database with message code starting from IBE%
• Get the appropriate message code by querying messages
screen
• Login to UNIX and change directory to
$COMMON_TOP/html
• Use grep command to file given message code in iStore
JSPs e.g.
• grep -l “IBE_YOUR_PRICE_COL” ibe*.jsp
• This will give list of all JSPs using message code
IBE_YOUR_PRICE_COL
65. 65
iStore Customizations - Tips
• Important Tables/Views in iStore
Table/View Name Purpose
IBE_DSP_ATTACHMENTS_V Stores JSP names attached to various templates
IBE_CT_IMEDIA_SEARCH Product Search
IBE_SECTION_SEARCH iStore Section information
IBE_DSP_SECTION_ITEMS Sections and Associated Items
IBE_MSITE_INFORMATION iStore Site Information
ASO_QUOTE_HEADERS_ALL iStore Order Header
ASO_QUOTE_LINES_ALL iStore Order Lines
ASO_SHIPMENTS iStore Order Shipment information
FND_NEW_MESSAGES All iStore hardcode messages