Exchange Features

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__NOTOC__
 
<div class="exchange-home-list">
 
<div class="exchange-home-list">
 
==Add-ons== __NOEDITSECTION__
 
==Add-ons== __NOEDITSECTION__
Add only the features you need with Exchange '''Add-ons''' for payment gateways (offline payments, PayPal or Stripe), coupons, digital downloads, sales reports, multi-item cart, product categories and product tags
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Add only the features you need with Exchange '''Add-ons''' for payment gateways (offline payments, PayPal or Stripe), coupons, digital downloads, sales reports, multi-item cart, product categories and product tags.
*'''Accept Stripe, PayPal or Offline Payments''' - Process transitions with payment gateways like Stripe and PayPal Standard or take payments offline.
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*'''Accept PayPal Standard or Offline Payments''' - Process transitions out-of-the-box with PayPal Standard or take payments offline to process cash or check payments
* '''Multi-item Cart''' - Allow customers to purchase multiple products with one transaction
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*'''Stripe''' - Enable the premium Stripe Add-on to process payments with Stripe, our recommended payment gateway
 
* '''Coupons''' - Generate basic coupons that apply to all products in your store
 
* '''Coupons''' - Generate basic coupons that apply to all products in your store
* '''Basic Sales Reports''' - View basic sales statistics from the Admin Dashboard
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* '''Multi-item Cart''' - Allow customers to purchase multiple products with one transaction
* '''Product Categories and Taxonomies''' - Organize your store by applying categories and grouping with taxonomies
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* '''Basic Reporting Dashboard Widget''' - View basic sales statistics from the WordPress admin dashboard
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*'''Digital Downloads''' - Add a product type for distributing digital downloads through iThemes Exchange
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* '''Product Categories and Tags''' - Organize your store by grouping with category and tag taxonomies
 
</div>
 
</div>
  
Advanced Product Options:
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<div class="exchange-home-list">
Download expirations (download links expire/do not expire; download links (numbers))
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==Advanced Product Options== __NOEDITSECTION__
Product availability (start and end dates)
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iThemes Exchange allows you to create products quickly and easily. But sometimes you need more than just the basics, so '''Advanced Product Options''' help by offering additional ways to manage products.
Product inventory - track product inventories
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Source files - Use the WordPress media library or any URL (from Dropbox, Amazon, etc.) and we'll hide the source for you
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LoopBuddy compatibly - Use LoopBuddy queries and Layouts for the product
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Builder compatibility - Use a Builder layout for the product
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 +
*'''Download Expirations''' - Option to apply settings for download links to expire or to limit access to download links/file downloads
 +
*'''Product Availability''' - Apply product availability start and end dates
 +
*'''Product Inventory''' - Set and track product inventories
 +
*'''Hidden Source Files for Digital Product Downloads''' - Use source file URLs from the WordPress media library or from Dropbox, Amazon, etc. and exchange automatically hides this source URL for digital product downloads.
 +
*'''LoopBuddy compatible''' - Use LoopBuddy queries and layouts for individual product
 +
*'''Builder compatibility''' - Apply iThemes Builder layouts for individual products
 +
</div>
  
Customer registration - Use Exchange Registration or WordPress Registration settings
 
  
 +
<div class="exchange-home-list">
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==Payment and Customer Management== __NOEDITSECTION__
 +
View transaction details and manager customers from within Exchange
  
Emails
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*'''Payment/Transaction Details''' - See order number, payment total, status, customer, payment method and date of payment for individual transactions
Admin Sales Notification Emails -  
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*'''Customer Registration''' - Use Exchange Registration or WordPress Registration settings
Customer Receipt Emails -
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*'''Customer Data''' - Manage customers by viewing products purchased, transactions or add notes to customer info.
Shortcode functions for customer name, full name, username, download list, order table, purchase date, total, payment id, receipt id, payment method, site name and receipt links
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*'''Issue Refunds or Resend Confirmation Emails''' - Easily issue refunds or resend confirmation emails for individual customers
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</div>
  
 +
<div class="exchange-home-list">
 +
==Customizable Emails== __NOEDITSECTION__
 +
Use the WordPress WSIWYG editor to make custom email templates for Admin Sales Notification emails and Customer Receipt Emails. HTML is accepted.
  
 +
*'''Admin Sales Notification Emails''' - Customize the email sent to admins for sales notifications
 +
*'''Customer Receipt Emails''' - Customize the receipt emails customers receive after making a purchase
 +
*'''Shortcode functions''' - Use built-in shortcode functions in emails for customer name, full name, username, download list, order table, purchase date, total, payment id, receipt id, payment method, site name and receipt links
 +
</div>
  
Pages
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<div class="exchange-home-list">
 
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==Page Types== __NOEDITSECTION__
Page types - Exchange, WordPress or disabled
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customize page title and slug for
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- product base,
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- store page,
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- customer registration
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- account page
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- profile page
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- customer downloads
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- purchases
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- custoemr log in
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- customer log out
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- purchase confirmation
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- customer shopping cart
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- customer check out
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 +
Choose from 3 different page types for Exchange pages (Exchange, WordPress or Disabled) to customize the page title and slug for:
  
 +
*product base
 +
*store page
 +
*customer registration
 +
*account page
 +
*profile page
 +
*customer downloads
 +
*purchases
 +
*customer log in
 +
*customer log out
 +
*purchase confirmation
 +
*customer shopping cart
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*customer check out
  
  
 
<br />
 
<br />
 
==See also==
 
==See also==
 +
*[[:Exchange_Introduction|Introduction]]
 +
*[[:Exchange_Features|Features]]
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*[[:Exchange_Installation|Installation]]
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*[[:Exchange_Payment_Methods_and_Gateways|Payment Methods and Gateways]]
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**[[:Getting_Started_with_Exchange:_Setting_Up_a_Stripe_Account|Setting Up a Stripe Account]]
 +
**[[:Getting_Started_with_Exchange:_Setting_Up_a_PayPal_Account|Setting Up a PayPal Account]]
 +
*[[:Exchange_Quick_Setup|Quick Setup]]
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*[[:Exchange_Support|Support]]
 
*[[:Exchange_Tutorial_Videos|Tutorial Videos]]
 
*[[:Exchange_Tutorial_Videos|Tutorial Videos]]
  
 
<br />
 
<br />
 
[[:Exchange|← Back to Exchange Codex Home]]
 
[[:Exchange|← Back to Exchange Codex Home]]

Latest revision as of 21:43, July 31, 2013

Add-ons

Add only the features you need with Exchange Add-ons for payment gateways (offline payments, PayPal or Stripe), coupons, digital downloads, sales reports, multi-item cart, product categories and product tags.

  • Accept PayPal Standard or Offline Payments - Process transitions out-of-the-box with PayPal Standard or take payments offline to process cash or check payments
  • Stripe - Enable the premium Stripe Add-on to process payments with Stripe, our recommended payment gateway
  • Coupons - Generate basic coupons that apply to all products in your store
  • Multi-item Cart - Allow customers to purchase multiple products with one transaction
  • Basic Reporting Dashboard Widget - View basic sales statistics from the WordPress admin dashboard
  • Digital Downloads - Add a product type for distributing digital downloads through iThemes Exchange
  • Product Categories and Tags - Organize your store by grouping with category and tag taxonomies

Advanced Product Options

iThemes Exchange allows you to create products quickly and easily. But sometimes you need more than just the basics, so Advanced Product Options help by offering additional ways to manage products.

  • Download Expirations - Option to apply settings for download links to expire or to limit access to download links/file downloads
  • Product Availability - Apply product availability start and end dates
  • Product Inventory - Set and track product inventories
  • Hidden Source Files for Digital Product Downloads - Use source file URLs from the WordPress media library or from Dropbox, Amazon, etc. and exchange automatically hides this source URL for digital product downloads.
  • LoopBuddy compatible - Use LoopBuddy queries and layouts for individual product
  • Builder compatibility - Apply iThemes Builder layouts for individual products


Payment and Customer Management

View transaction details and manager customers from within Exchange

  • Payment/Transaction Details - See order number, payment total, status, customer, payment method and date of payment for individual transactions
  • Customer Registration - Use Exchange Registration or WordPress Registration settings
  • Customer Data - Manage customers by viewing products purchased, transactions or add notes to customer info.
  • Issue Refunds or Resend Confirmation Emails - Easily issue refunds or resend confirmation emails for individual customers

Customizable Emails

Use the WordPress WSIWYG editor to make custom email templates for Admin Sales Notification emails and Customer Receipt Emails. HTML is accepted.

  • Admin Sales Notification Emails - Customize the email sent to admins for sales notifications
  • Customer Receipt Emails - Customize the receipt emails customers receive after making a purchase
  • Shortcode functions - Use built-in shortcode functions in emails for customer name, full name, username, download list, order table, purchase date, total, payment id, receipt id, payment method, site name and receipt links

Page Types

Choose from 3 different page types for Exchange pages (Exchange, WordPress or Disabled) to customize the page title and slug for:

  • product base
  • store page
  • customer registration
  • account page
  • profile page
  • customer downloads
  • purchases
  • customer log in
  • customer log out
  • purchase confirmation
  • customer shopping cart
  • customer check out



See also


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