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User Guide
The information contained in this section applies to WebSphere Commerce Version 8. The documentation also applies to all subsequent releases and modifications until otherwise indicated in a newer section.WebSphere Commerce is a single, unified e-commerce platform that offers the ability to do business directly with consumers (B2C), directly with businesses (B2B), and indirectly through channel partners (indirect business models). WebSphere Commerce is designed to be a customizable, scalable, and high availability solution that is built to leverage open standards. It provides easy-to-use tools for business users to centrally manage a cross-channel strategy. Business users can create and manage precision marketing campaigns, promotions, catalog, and merchandising across all sales channels.
Administering
Managing features
You can administer the features for your store and site, such as attribute, catalog, promotion, marketing, order management features, and more. The administration tasks that you can complete differ depending on the type of feature and the tool that you use to administer your store and site.
Price rules and price lists
A Site Administrator must perform a series of tasks to enable and configure price rules and price lists in Management Center.
Task flow: Setting up an existing store to use Management Center price rules and price lists
To use the Catalog Filter and Pricing tool to manage price rules and price lists, there are a number of setup tasks to perform. Refer to this task flow to understand the tasks and the order in which to perform them.
Creating and assigning your initial price rules
Now that your store is set up to use the Catalog Filter and Pricing tool, you can begin creating and assigning price rules. How you approach this depends on the business model and your pricing strategy.

User Guide
The information contained in this section applies to WebSphere Commerce Version 8. The documentation also applies to all subsequent releases and modifications until otherwise indicated in a newer section.WebSphere Commerce is a single, unified e-commerce platform that offers the ability to do business directly with consumers (B2C), directly with businesses (B2B), and indirectly through channel partners (indirect business models). WebSphere Commerce is designed to be a customizable, scalable, and high availability solution that is built to leverage open standards. It provides easy-to-use tools for business users to centrally manage a cross-channel strategy. Business users can create and manage precision marketing campaigns, promotions, catalog, and merchandising across all sales channels.
- Planning
  Creating a custom implementation of a WebSphere Commerce store requires a significant amount of planning. From gathering client needs, to deploying the live solution, much work is needed to successfully deploy a custom client store. Use the resources in here to help you plan every phase of store creation.
- Installing
  Review the following sections for information about installing the WebSphere Commerce product, associated maintenance, and WebSphere Commerce enhancements.
- Migrating
  Before you migrate to WebSphere Commerce Version 8.0, review this information to help plan and execute your migration.
- Deploying
  The topics in this section describe how to publish stores to either a test or production environment, and how to deploy customized code.
- Operating
- Integrating
  Topics in the Integrating category highlight the tasks that are commonly performed for using WebSphere Commerce in combination with other products.
- Administering
  - Overview of administering a WebSphere Commerce site
    In WebSphere Commerce the person who performs administrative tasks is called a Site Administrator. The Site Administrator installs, configures, and maintains WebSphere Commerce and the associated software and hardware. The administrator responds to system warnings, alerts, and errors, and diagnoses and resolves system problems. Typically, this person controls access and authorization (creating and assigning members to the appropriate role), manages the Web site, monitors performance, and manages load balancing tasks. The Site Administrator might be responsible for establishing and maintaining several server configurations for different stages of development such as testing, staging, and production. The Site Administrator also handles critical system backups and resolves performance problems.
  - WebSphere Commerce instance
    Every WebSphere Commerce installation requires at least one instance to function, and each WebSphere Commerce instance can contain one or more stores.
  - Managing features
    You can administer the features for your store and site, such as attribute, catalog, promotion, marketing, order management features, and more. The administration tasks that you can complete differ depending on the type of feature and the tool that you use to administer your store and site.
    - Catalogs
      You can administer catalog features such as the attribute dictionary and categories.
    - Marketing
      To support marketing features in Management Center, there are a number of administration tasks that you might need to perform.
    - Promotions
      You can administer promotion features such as creating or deleting promotion folders and configuring the promotions engine.
    - Workspaces
      You can enable and manage workspace assets and determine policies such as locking rules and commit and publishing options.
    - Price rules and price lists
      A Site Administrator must perform a series of tasks to enable and configure price rules and price lists in Management Center.
      - Task flow: Setting up an existing store to use Management Center price rules and price lists
        To use the Catalog Filter and Pricing tool to manage price rules and price lists, there are a number of setup tasks to perform. Refer to this task flow to understand the tasks and the order in which to perform them.
        Registering new command implementations in the command registry
        Add a series of command registry entries to your existing store so that business users can create pricing terms for a given contract using either new or existing methods.
        Registering custom command implementations in the command registry
        If your store uses custom commands that handle pricing terms for contracts that do not use price rules, you must register the command implementations. This is required so that you can continue to use your custom command implementations for existing contracts, and also use price rules for new or updated contracts.
        Registering your existing offer and list price lists in the STORETPC table
        The Catalog Filter and Pricing tool retrieves the offer and list price lists of a store from a new STORETPC table, instead of the existing TRADEPOSCN table. By registering your existing price lists in the STORETPC table, business users can manage those price lists in the Catalog Filter and Pricing tool.
        Registering the relationship between the extended site stores and asset stores
        For extended sites, you must run a series of SQL statements to register store relationships in the STRELTYP table. This is required to support two new store relationship types, one for price rules and the other for catalog filters. As a result, your extended site stores can use price rules and catalog filters created in Management Center.
        Deciding whether to migrate list price data
        If your existing store maintains list prices, you should consider migration. By migrating your list price data, you move the data to different database tables. This allows you to use the Management Center Catalog Filter and Pricing tool to access and manage the data so that list prices are managed as a price list. You can then use the Catalog Filter and Pricing tool to export, upload, and edit your list price list. You can also use the list price list in price rules.
        Running the list price migration utility
        By running the list price migration utility, you migrate your existing list price data from the LISTPRICE table to different database tables (OFFER, OFFERPRICE, and OFFERDESC). The migration utility uses the Data Load utility to perform the migration.
        Updating the List price rule of extended site stores
        If your extended site stores have their own list price data that has now been migrated, the migration utility automatically creates a simple List price rule for each extended site store. You must modify this List price rule so that each extended site store also uses the List Price list of the catalog asset store, in addition to its own List Price list. Otherwise, the storefront of the extended site store will display list prices only for catalog entries that the extended site store owns.
        Creating and assigning your initial price rules
        Now that your store is set up to use the Catalog Filter and Pricing tool, you can begin creating and assigning price rules. How you approach this depends on the business model and your pricing strategy.
        B2B direct (single store): Creating and assigning initial price rules
        You must decide which of your existing contracts (store default contracts, base contracts, and customer contracts) to switch to price rules. Then you must create the price rules and assign them to the appropriate contracts.
        B2B direct extended site: Creating and assigning initial price rules
        You must decide which of your existing contracts (store default contracts, base contracts, and customer contracts) to switch to price rules. To make price rule maintenance easier, you might also want to create a new base contract, called a storefront asset store base for default contract. All price rules must be assigned to their appropriate contract.
        Consumer direct (single store): Creating and assigning initial price rules
        Using Management Center, you must create a price rule that sets prices for the catalog entries your store sells. Using WebSphere Commerce Accelerator, you must assign your price rule to the default contract for your consumer direct store. As a result, customers shopping on the store see prices set by the price rule you assign.
        Consumer direct extended site: Creating and assigning initial price rules
        You can switch your extended site stores to use price rules instead of their existing pricing terms. You can leave any extended site store to use its existing pricing term if you do not want to switch that store to use price rules. If you do switch your extended site stores to use price rules, the price rule overrides any existing pricing term that the store uses.
      - Task flow: Publishing a new store to use Management Center price rules and price lists
        To publish a new WebSphere Commerce starter store that uses the Catalog Filter and Pricing tool features, there are a number of setup tasks to perform. Refer to this task flow to understand the tasks and the order in which to perform them.
      - Example: Understanding how prices are displayed on extended sites stores
        Learn about the database relationships that are used to display prices on an extended sites store. These relationships are important because an extended sites store can use customer-specific prices, site-specific prices, or asset store-specific prices during runtime.
      - Limiting the size of a price list to be exported
        You can specify the maximum number of price entries a price list can contain if it is to be exported using the Catalog Filter and Pricing tool. By specifying this maximum number, you can avoid both out-of-memory exceptions and time-out errors caused by overly large price lists. A price entry is a row in a price list.
    - Catalog filters
      As Site Administrator, you might be required to assist business users with certain catalog filter tasks that relate to the Catalog Filter and Pricing tool in Management Center.
    - Negotiated pricing
      To use negotiated pricing, you must have a nominal cost price list that is defined for your store.
    - Store preview functions
      You can administer store preview functions such as enabling and disabling commands and views, and adding a customized business context.
    - Order management
      As a Site Administrator, you can manage various features of the order management subsystem.
    - Request For Quote (RFQ) trading
      As a Site Administrator, you can enable and disable the RFQ trading mechanism, and enable RFQ notification messaging.
    - User traffic
      Edit the WebSphere Commerce configuration file to set the level of caching performed on user traffic data. The default number of URLs in the cache is 20. If this number is too low for your site, for example, if your site is very busy and you are concerned about performance impacts, you can increase the cache size. User traffic data is used in some operational reports.
    - Catalog and marketing attachments
      As a Site Administrator, you can manage the catalog and marketing attachments, such as for adding attachment usages, changing managed file updater parameters, or deleting attachments.
    - Inventory sharing in extended sites stores (non-ATP)
      The extended sites business model provides scalability and manageability improvements for WebSphere Commerce sites where there are multiple stores which can share assets including non-ATP inventory. The sharing of non-ATP inventory reduces the complexity of managing inventory assets for all the stores in the site. All stores in extended sites can share inventory from a single asset store with distributed fulfillment centers.
    - Tax sharing in extended sites stores
      In extended sites store model, tax assets can be shared between the extended site asset store and the extended site store. You can manage the tax assets in an extended site store in WebSphere Commerce Accelerator.
  - Logging services
    WebSphere Commerce provides facilities for logging. For existing customers, ECTrace and ECMessage are still supported. For new implementations, use the WebSphere Application Server recommendation for logging and tracing.
  - Business auditing
    Business auditing is the capturing of the business logic and objects during a WebSphere Commerce operation. You may want to audit your business for various reasons: generic, such as to review various tasks performed weekly; or specific, such as to track the steps involved in a particular Customer Service Representative's order. A report on business auditing is available in the Administration Console.
  - Business events
    Each time that a command triggers a business event, a record is added to the BUSEVENT database table to persist data from the event. Event listeners and external systems (such as the Marketing component, a back end order management system, or an external analytics system) can use this data to perform further processing.
  - Staging server
    The WebSphere Commerce staging server is a part of the production environment where business and technical users can update and manage store data and preview changes. The changes can then be propagated to the production server.
  - WebSphere Commerce database
    As a site administrator, maintain the WebSphere Commerce database and ensure that any WebSphere Commerce utilities and processes that load and retrieve data from the database is configured to connect to the database properly.
  - Dynamic caching
    In general, caching improves response time and reduces system load. Caching techniques are used to improve the performance of World Wide Web Internet applications. Most techniques cache static content (content that rarely changes) such as graphic and text files. However, many websites serve dynamic content, containing personalized information or data that changes more frequently. Caching dynamic content requires more sophisticated caching techniques, such as those provided by the WebSphere Application Server dynamic cache, a built-in service for caching and serving dynamic content.
  - Extracting, transforming, and loading data
    WebSphere Commerce provides multiple utilities for preparing and loading data into a WebSphere Commerce database. The loading utilities are flexible and you can continue to use these utilities when you customize the WebSphere Commerce schema.
  - Payment plug-ins
    To configure a payment plug-in define payment and refund methods; payment and refund rules; and the payment protocols that you intend to use.
  - WebSphere Commerce Search
    For a fully functioning WebSphere Commerce Search implementation, you must understand and complete the search administration tasks, which include search index management and ongoing maintenance.
  - Deploying a WebSphere Commerce dual cell environment
    Consider deploying a dual cell environment to achieve continuous availability and ensure that shoppers are minimally affected by planned or unplanned outages.
  - IBM Customer Service for WebSphere Commerce
    IBM Customer Service for WebSphere Commerce is a separately purchased product that provides a light-weight customer service solution that is embedded in the Aurora B2C and Aurora B2B storefronts. Even though this solution is a separately purchased product, it is not a separate application. Stores that are enabled with IBM Customer Service for WebSphere Commerce allow a customer service representative (CSR) to act on behalf of guest customers and registered customers. A CSR can manage customer accounts, cancel and reorder orders, and shop as customer. A CSR can also act on behalf of Buyer Administrators to help complete Aurora B2B tasks from the storefront, without having to access the Organization Administration Console.
- Tutorials
  WebSphere Commerce provides many tutorials to help you customize and understand your WebSphere Commerce instance and stores.
- Samples
- Developing
  The topics in the Developing section describe tasks performed by an application developer.
- Compliance
  The following section describes how you can leverage WebSphere Commerce features and functionality to help your site be compliant with different privacy and security standards.
- Securing
  These topics describe the security features of WebSphere Commerce and how to configure these features.
- Performance
- Troubleshooting

Creating and assigning your initial price rules

Now that your store is set up to use the Catalog Filter and Pricing tool, you can begin creating and assigning price rules. How you approach this depends on the business model and your pricing strategy.

Choose the procedure that applies to your business model: