Working with the Omnyfy Configuration Worksheet (for the Marketplace Owners)

Working with the Omnyfy Configuration Worksheet (for the Marketplace Owners)

Overview

When starting a project with Omnyfy, you will be provided a link to a configuration worksheet that can be used to provide information on how the marketplace should be set up.




This will be an online document that can be used to track and update the project managers, and ensure there is transparency between Omnyfy and Marketplace Owners with decisions made. The sheet can be updated at any time and populated by anyone who has been provided access, as well as used to sign off the configuration for the project.

The bottom tabs can be used to navigate around the various sections of the configuration worksheet.



  1. Cover Sheet: This page will contain the Marketplace Basic Information, and is generally used by the Omnyfy Project Manager to ensure that the Client signs off on each of the different sections for production launch.
  2. General Configurations: This used to manage general configuration settings for the marketplace, eg currency, domain, tax etc.
  3. Categories: This page contains the template for inputting your Product Category Tree.
  4. Product Attributes: This page contains management of the Product Attributes and Attribute Sets.
  5. Vendor Attributes: This page contains management of the Vendor Attributes and Attribute Sets.
  6. Vendor Types: This page allows you to dictate the various Vendor Types that you will have on the marketplace.
  7. Security Privacy Qs: This page can be used to set/verify security policies on the marketplace.

Cover Sheet


This page is used for Marketplace Sign off, and is generally managed between the project managers to align for completion dates.


General Configurations



This section is where the main settings are configured, of how the marketplace is managed. It is broken into the following sections:

Section
Notes
Marketplace Configuration
This section is where some set up requirements are managed. It includes the URL Domain for the marketplace, Google API Key and also a checklist if the Theme has been configured. This section is primarily managed by Omnyfy Project Managers.
General Settings
This section includes setting the default locale / language and design configurations for the Marketplace. This section is primarily managed by Omnyfy Project Managers.
Marketplace Information
This section allows the Marketplace Owner to populate all of the relevant information about the Marketplace - such as the name, phone number, address and even Business Number if required.
Currency
This section dictates the default currency for the platform.
Tax
This section manages the different configuration options you can have for the marketplace. You can change this later, however this will be required to know at the initial stages, to ensure the marketplace is configured at the beginning.
Store Email Addresses
This section is where contact details are stored for the marketplace - in terms of Marketplace to Vendor or Marketplace to Customer email senders.
Contacts
This section is only relevant if you are using the Contact Us form for the Marketplace.
Sales > Checkout Configuration
This section sets the visibility of certain line items for the checkout
Sales Configuration
This section allows the management of certain features, such as re-ordering of products, gift messaging, minimum order amounts and any invoice information to be used (whether Vendor or Marketplace Owner).
Sales Email Configuration
This section allows you to choose which of the Store Email Addresses you would like to be the sender based on the action/email to be sent (eg Order Confirmation emails, Invoice emails and Credit Memo emails). You can also choose to input a CC (carbon copy) of another email address that can be used to receive the emails if required.
Checkout Behaviour
This section manages the basic workflow of the checkout process
Payment Method
This section allows you to input any information regarding Payment Method for customers to purchase from the Marketplace.
Other Configurations - Omnyfy Only
This section is for the Development Team to input additional adjustments and settings.


Categories




This is how you can set up your category tree. Level 1 will usually be the root category (such as Shop, or Default category). Level 2-5 will then be children of each level above it.

For example, you may have the following directory: Shop > Fashion > Womens > Accessories > Handbags.
Level 1: Shop
Level 2: Fashion
Level 3: Womens
Level 4: Accessories
Level 5: Handbags

You are not required to use all levels. This is purely how you would like customers to navigate through the different products, and how you would like vendors to categorise their products in your marketplace.


Product Attributes




By default, Omnyfy have a variety of default attributes already set up (eg Product Name, Product SKU, Price, etc). This allows you to list and plan what potential custom product attributes and product attribute sets you will need. Here is a summary of the columns.

Column
Notes
Attribute Set
Dictate the Attribute Set here for which this product attribute will belong in. Default is the product attribute that comes out of the box. You can create additional Product Attribute Sets (and Attributes) later too.

For more information about setting up Product Attribute Sets, please see our guide below.
Attribute Group
Typically, this is part of the Attribute Set set up. In this instance, you can choose to group the attributes in an attribute set, if it is relevant.

For example:



Here we can see multiple custom product attributes created specifically for Electronics - Audio (as part of the set). We have grouped them together as they are all relevant with the type of product that it is. Each Attribute Set also comes with a General Group that you can use if it does not require to be separated out.




Attribute Name
Dictate the name of this Product Attribute
Attribute Input Type
Typically this is where you can choose how the Product Attribute Input is managed (by the Vendor or Marketplace Owner). These include Dropdown, Text Field and Yes/No inputs.
Options
This is only applicable if the Attribute Input Type is either Dropdown or Multiple Select.
This allows you to list the available options that can be selected during product creation/editing. Additional options can be added in the Marketplace later.
Apply to Product Types
Choose which Product Types this will be available for.
Required
Set if this field is required to be populated before it can be saved successfully.
Searchable
Set to Yes, to make the contents of this attribute available for Product Search
Use in Compare?
Set to Yes, to include the attribute in Product Comparison.
Use as Filter?
Set to Yes, to allow this attribute to be used as a filter in the Category pages.

Note: This only applies to certain Attribute Input Types (such as Dropdown, Multiple Select or Yes/No).
User in Search Results Filter?
Set to Yes, to allow this attribute to be used as a filter in the Category pages.
Note: This only applies to certain Attribute Input Types (such as Dropdown, Multiple Select or Yes/No).
Display in Back-end Catalogue
Set to Yes, to allow this attribute to be displayed on the back end Product Grid.
Note: By default, this is set to yes. Be mindful of how many attributes you show in the Product Grid, as this can also make the grid longer and you will have to scroll sideways to see all the columns.
Visible on Catalog Page on Storefront
Set to Yes, to allow this attribute to be displayed on the Category Page for the product (if the design allows)
Can be Sorted?
Set to Yes, to allow this attribute to be used for sorting products.
Tooltip
Include the content of the tooltip for this product. Leave blank if you do not wish to include a Tooltip to be shown on filters.


Vendor Attributes



Vendor Attributes and Attribute Sets work in the same way as Product Attributes and Attribute Sets. By default, there is a Default Vendor Attribute Set with out of the box Vendor Attributes, however here you can dictate additional attributes if needed.

Column
Notes
Attribute Set
Dictate the Vendor Attribute Set for the Vendor Attribute to be assigned to.
Attribute Group
In the same way as Product Attribute Groups, you can also group Vendor Attributes together for when the Vendors need to manage the Vendor Storefront from the back end admin.
Attribute Name
Dictate the name of the Vendor Attribute.
Attribute Input Type
Typically this is where you can choose how the Product Attribute Input is managed (by the Vendor or Marketplace Owner). These include Dropdown, Text Field and Yes/No inputs.
Options (if any)
This allows you to list the available options that can be selected during Vendor Storefront management process (or during Vendor Registration if applicable). Additional options can be added in the Marketplace later.
Use in Registration Form?
Set to Yes, if you require this field to be populated during the Vendor Registration step.



Vendor Types



This section manages the different Vendor Types and what Vendor Subscription Plans they have.

Column
Notes
Vendor Type
Set the name of this Vendor Type
Vendor Attribute Set
Set the Vendor Attribute Set associated with the Vendor Type.
Note: Each Vendor Type can only have ONE Vendor Attribute Set.
Subscription Plan (Name)
Input the name of the Subscription Plan associated with this Vendor Type
Price
Set the price for the Subscription Plan
Benefits
Include the description you would like to add for the Benefits of this Subscription Plan (only used if you will display the Subscription plan tiles on the front end).


Security Privacy Questions



These are related to the security / privacy policy of the project/marketplace. These will need to be answered, then reviewed by our cyber security specialist, who can then advise any potential threats or recommendations for improved security for the marketplace.

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