This article gives an overview of the Commerce module in a Smart Project.
In Smart, Commerce covers anything that is sold to people including delegate tickets, social events, sponsorship, exhibition space etc.
In Smart, any person who shows an interest in your products or makes a purchase is called a Customer. Smart uses a shopping basket style to enable your customers to add items to their basket and then checkout.
A delegate adds a standard ticket for a conference, a place at the reception dinner and a tour of the local attractions to their shopping basket. They also add a ticket for one of their colleagues. They then check out, and pay for their items by credit card.
Within a project, there are three main screens that are used for commerce:
- My Registrations Dashboard
- My Orders Dashboard
- Commerce Dashboard
My Registrations Dashboard¶
This dashboard is a landing page for delegates and other customer to find out more about a project and to purchase tickets and other items for the project. The dashboard is configurable and can be accessed by project administrators from the settings page.
Typically, a customer would add items to their basket, providing any details about an attendee. They would then checkout and pay for the items in their basket using the payment gateway configured for the project. Once completed, the customer would be redirected to the My Orders dashboard and sent a confirmation email.
The My Registrations dashboards and products for sale are configurable for each project.
My Orders Dashboard¶
This dashboard gives details of all purchases that a customer has made for the project. They can see details of their orders as well as access a receipt/invoice for each order.
The commrece dashboard is for Project Administrators only and can be found by clicking on the Commerce link from the project home page. It gives the administrator an overview of all the commerce in the project.
On this page, the administrator can:
- See statistics and feeds about basket items and purchases.
- See lists of customers and attendees.
- See order details and which items have been purchased.
- Manage a list of products for sale.
- Inspect individual orders.
For more information about reviewing, see our help articles.