Store in Community Hub

Community Hub contains a store which users can browse to see merchandise products for sale, and view additional product information by clicking on any of the merchandise products in the store. For each merchandise product, users will see a list price, and also a special price, where applicable. Users can enter their shipping information and pick a shipping method for those merchandise products that are shippable, and inventory is tracked to ensure that staff is aware of what has been purchased.

Browsing Merchandise Products in the Store

Store Page

The Store page provides a way for users to shop for Merchandise products through browsing, searching, filtering, and viewing categories. The Store shows active Merchandise products that have Self Service Enabled selected in Staff View. Each merchandise product shows a name, short description (including HTML content), retail price, if users are logged in as members, the member price, and a product image. For any Merchandise product, users can click to see more information.

The Merchandise products on the page are shown in groups of ten, so users see a count at the top of the page showing how many products are being shown out of the total number of products, and once users get to the bottom of the page, they can click to see the next group of ten products.

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Search

Users can search for Merchandise products in the store by entering complete words which are searched within the name, description, and short description of Merchandise products.

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If users have selected a category and then search for a word, the search is performed within the entire store, and not within the category.

Categories

Categories provide a way to group similar Merchandise products for easier shopping in Community Hub. Users can see all Merchandise products, or click one of the categories to see only the Merchandise products in that category. Users can also click the Store Home button at any time to go back to the Store page.

In order to be shown, Categories must have Self Service Enabled selected, and are shown to users based on the Display Order for the Category. Within a category, Merchandise products are shown based on the Display Order with featured products in the category showing first followed by all other products in the category.

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Categories and filters can both be applied at the same to help users find products. A message is displayed if no matching products are found.

Filters

Filters can be added to the Store page to make it easier for users to find products and to highlight featured products.

By default, the Store page shows all Merchandise products and can be configured to include a filter to show just products that are featured in Community Hub.

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If your org has a large number of merchandise products, we recommend adding just a few fields containing a small amount of data to the field set used on the card, as too much field data, like a long product description, can exceed Salesforce limits. Additionally, we recommend setting the "Featured" filter as the default.

You can configure Community Hub to show featured Merchandise products on the page by default, rather than the list of all Merchandise products.

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Finally, you can add additional custom filters to the page to help users shop easily in your Community Hub store. You can even configure a custom filter to be shown on the page by default.

When making a custom query for a Community Hub store filter:

  • The SELECT statement must include Name, Short Description, and Web Product Image URL. Example: Name, nu__ShortDescription__c, nu__WebProductImageURL__c.
  • The WHERE clause must look for merchandise products with Self Service Enabled is set to True. Example: RecordType = Merchandise AND SelfServiceEnabled__c = True.

Categories and filters can both be applied at the same time to help users find products. A message is displayed if no matching products are found.

Store Home Button

At any time while shopping, users can click the Store Home button to be taken to the Store page with any selected categories or filters cleared. How the Store page appears to users is based on your chosen filter configuration. By default, all Merchandise product are shown. You can also configure the Store page to show featured Merchandise products, or to show Merchandise products based on a custom filter.

Prices

Users Who Are not Logged In or Are Logged in Non Members

Community Hub guests and non members can only view retail prices for merchandise products. Guests are prompted to log in to Community Hub before they can add a merchandise product to their cart.

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Logged in Member Users

Logged in member users can view the retail and member price for merchandise products.

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Adding Items to the Cart When Not Logged In

If users try to add items to the cart when they are not logged in, they will be automatically taken to the Welcome page where they can either log in with an existing account or create a new account in order to proceed.

If the user has an existing account and decides to log in, they will automatically be brought back to the store page to continue shopping and will then be able to add items to their cart. Once logged in, members will see product pricing specific to their member type along with the retail price. If they are not a member, only retail pricing is shown.

If the user creates an account, they will also be brought back to the product page after account creation is complete. From here users can continue shopping and will have the ability to add merchandise products to their cart.

Viewing Merchandise Products Item Information

Product Page

On the Product page, users can see details on a merchandise product such as it's name, a large image, a full product description (including HTML content),  retail price, and–if users are logged in as members–the member price. You can also add additional fields to the card on this page to show more information. Users can change the quantity of the product and add it to their cart. A message is shown letting them know that the product has been added.
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If a user is a guest and has not logged in, they are unable to add an item to their cart. When attempting to add an item, the user will be taken back to the login page where they can either login or create an account. Guest users are unable to add items to a cart because an account is necessary for tracking order and payment information.

Search

Users can search for Merchandise products in the store by entering complete words which are searched within the name, description, and short description of Merchandise products.

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If users have selected a category and then search for a word, the search is performed within the entire store, and not within the category.

Categories

Categories provide a way to group similar Merchandise products for easier shopping in Community Hub. Users can see all Merchandise products, or click one of the categories to see only the Merchandise products in that category. Users can also click the Store Home button at any time to go back to the Store page.

In order to be shown, Categories must have Self Service Enabled selected, and are shown to users based on the Display Order for the Category. Within a category, Merchandise products are shown based on the Display Order with featured products in the category showing first followed by all other products in the category.

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Categories and filters can both be applied at the same to help users find products. A message is displayed if no matching products are found.

Store Home Button

At any time while shopping, users can click the Store Home button to be taken to the Store page with any selected categories or filters cleared. How the Store page appears to users is based on your chosen filter configuration. By default, all Merchandise product are shown. You can also configure the Store page to show featured Merchandise products, or to show Merchandise products based on a custom filter.

Prices

Users Who Are not Logged In or Are Logged in Non Members

Community Hub guests and non members can only view retail prices for merchandise products. Guests are prompted to log in to Community Hub before they can add a merchandise product to their cart.

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Logged in Member Users

Logged in member users can view the retail and member price for merchandise products.

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Entering Quantity

Users can enter the quantity they want and then click to add the merchandise product to their cart. The quantity limit is checked and–if inventory is being tracked–the number of merchandise products on hand to make sure there is enough for the user to submit their order.

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Entering a Quantity Below the Limit and with Sufficient Inventory

When users enter a quantity less than or equal the quantity limit and–if inventory is tracked–there is enough inventory on hand, they can add the merchandise product to their cart and continue shopping.

Entering a Quantity Above the Limit or with Insufficient Inventory

When users enter a quantity more than the quantity limit or–if inventory is tracked–there is not enough inventory on hand, they cannot add the merchandise product to their cart. They are shown a message letting them know they must enter a lesser quantity and then tells them the maximum they can enter based on the quantity limit or how much is left in inventory.

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Quantity with Merchandise Products That Are Out of Stock

When a merchandise product is out of stock, The quantity field is disabled and users cannot enter a quantity or add the product to their cart. A message is shown indicating that the merchandise product is out of stock.

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Going to Checkout

The checkout notification appears on all Account and Store pages when users have an item(s) in their cart with an option to checkout. This notification provides users a quick way to got to Checkout from any page.

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The Checkout Notification does not currently display the number of items in the user's cart.

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Changing Merchandise Products in the Cart

Checkout Page

Removing Merchandise Products from the Cart

Users can remove individual merchandise products from their cart upon confirmation of removal. Relevant totals are adjusted when a product is removed from their cart.

Adjusting Quantity

Users can adjust the quantity of products they'd like to order on the Checkout page. Relevant totals are adjusted when the quantity is changed.

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Adjusting Quantity Below the Limit and with Sufficient Inventory

When users adjust the quantity to less than or equal to the quantity limit and–if inventory is tracked–there is enough inventory on hand, they can update the quantity of merchandise products in their cart.

Adjusting Quantity Above the Limit or with Insufficient Inventory

When users adjust the quantity to more than the quantity limit or–if inventory is tracked–there is not enough inventory on hand, they cannot update the quantity of merchandise products in their cart and are shown a message letting them know that they must enter a lesser quantity and then tells them the maximum they can enter.

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Inventory Decreased After Adding Merchandise Products to the Cart

If inventory is tracked and the inventory of a merchandise product goes below the quantity users added to their cart, they are shown a message letting them know that they must enter a lesser quantity. The inventory reduction can be due to a change made to the product record in Staff View or a reduction in inventory due to orders by other Community Hub users.

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Out of Stock Merchandise Products

If inventory is tracked and a merchandise product users added to their cart goes out of stock, they are shown a message letting them know that the item is out of stock and that it must be removed. The inventory reduction can be due to a change made to the product record in Staff View or a reduction in inventory due to orders by other Community Hub users.

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Entering a Coupon Code

Users can enter a coupon code that they received from staff and click to apply it. A message is shown at the top of the page letting users know that the coupon has been applied, the card shows the coupon code that's been applied as well as the discount amount, and the order total is updated. Alternatively, a message is shown to users letting them know when a coupon code does not apply to product in their cart, or has expired. Finally, users can also click to remove the coupon code if they don't want to use it. A message is shown at the top of the page letting users know that the coupon has been removed, the card allows users to enter a coupon code, and the order total is updated.

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Editing a Shipping Address

When a constituent checks out with shippable merchandise products in their cart, the shipping address fields are automatically populated from the Shipping Address on their account. If the Shipping Address is not populated on the account, the constituent must complete all required fields before continuing the checkout process. After the constituent enters their shipping address and clicks Calculate Tax & Shipping, the shipping options and updated Total Tax are displayed.

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There is a shippable merchandise product in the user's cart

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If users enter their shipping address at checkout, the address is saved to the Cart Item and the Order Item, but it is not saved to the user's Account.

Picking a Shipping Method

Community Hub users can select a shipping method during the checkout process if shippable merchandise products are included in their order. Users can select the desired shipping method from the list of available methods and the appropriate fees will be added to the cart total. Shipping address fields will only be shown to users if they have selected shippable merchandise products and the user must enter information into all fields to see available shipping options.

Users will only see shipping methods that have Self Service Enabled selected in Staff View. Users are required to select a shipping method if a shippable merchandise product is added to the cart. If users do not select a shipping method, they will be prompted to do so before submitting the order.

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There is a shippable merchandise product in the user's cart

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A Community Hub cart cannot currently have more than one Cart Item that contains shippable products. All shippable products should be grouped within a single Cart Item.

Inventory on Order Submission

Staff can set up products in Staff View and set a maximum number of products that can be purchased at any time in Community Hub. Users can view and add in stock items–like merchandise or sessions with a maximum number of seats–to their cart, choose a quantity to purchase, and checkout. They are notified when an item has an insufficient quantity to be purchased. The quantity purchased in Community Hub will be reflected on the product record Inventory On Hand field within five minutes of order submission.

Concurrent Orders with Limited Inventory

When inventory on a product is low and multiple users attempt to purchase an item, Community Hub processes the orders in the order in which the carts are submitted. That said, once an order has been submitted, it can take up to five minutes to update the Inventory On Hand for a particular product. Example: Inventory On Hand for a coffee mug is at 1 and three users attempt to order the mug at the same time. All three orders will be successful. When Inventory On Hand is updated–within five minutes after the first order–it will read -2 because all three orders were put through. Also, once Inventory On Hand is updated any other users with the item in their cart will receive a message indicating that inventory is insufficient when trying to check out. This is true only when Track Inventory is selected.

Staff View and Community Hub Orders of the Same Product

Because orders for products can be made both in Staff View and in Community Hub, there is the possibility that staff can use the remaining inventory of a product before a Community Hub user has the chance to place their order. Again, whichever user places the order first will be able to successfully purchase the product and will schedule the update of Inventory On Hand for that product, which will occur within 5 minutes thereafter. Example: Inventory On Hand for an event session with limited seats is at 1 and staff submit their order first for the session and, within 5 minutes,  Inventory On Hand is updated to 0. A Community Hub user trying to submit an order with the same session receives an insufficient inventory notification. If the Community Hub user submits their order first and Inventory On Hand is updated, the opposite is true.

Ordering Products That Have Negative Inventory

When Can Backorder Staff View is selected on the Configure page, negative inventory can be assigned to a product in order to indicate a backordered item. If these products are still visible, Community Hub users will be able to order the product and a decrease in the Inventory on Hand will occur within five minutes as expected. If Can Backorder Staff View is not enabled, the user will receive a message indicating that an insufficient quantity exists.

Backordering is only supported with merchandise products.

Reviewing Purchased Merchandise Products

Order Summary Page

The Order Summary shows the selected shipping method for the order and also shows links to all downloads.

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The selected shipping method is also visible on the email order confirmation sent to the user after checkout.

The order confirmation does not display the shipping method or address information if only non-shippable items were part of the order.

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