Platform Generalist

If you’re new to DR | globalCommerce, this is the program for you! This day-long crash course gives new users all the knowledge they need to make full use of globalCommerce’s major functional areas and the Command Console’s remote control tools. Each session surveys a specific area and then expands into real-world tactics and strategies for success. Detailed session objectives are listed below.

Class length: 7 hours
Aimed at: Users new to the system, or those desiring general knowledge on new areas of the system
Prerequisites: None
Upcoming sessions:

• June 9th, 2009 in Santa Monica, California REGISTRATION

Minimum enrollment: 4
Maximum enrollment: 20
Note: Bring your laptop to follow along on sample sites.

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Session 1: System Overview

• Describe the basic structure of DR | globalCommerce
• Explain user security
• Describe major home page and system navigation components
• Understand release naming conventions
• Create a client user

Session 2: Consumer Experience

• Describe basic models for hosting clients
• Explain the basic order lifecycle and variations, including:
  • Categories of payment methods
  • Product delivery methods
• Specify the effects of changing locale
• Place a test order
• Navigate customer service screens
• Issue a refund on an order

Session 3: Product Basics

• Explain catalog and category structure
• Create and modify categories
• Delineate differences between individual and multiple products
• Specify how product IDs are used and where
• Create a basic product
• Describe locale v. language in regard to products
• Explain product statuses
• Deploy a product
• Understand additional product-related features, including:
  • Product options
  • Product templates
  • Product import and export tools

Session 4: Merchandising Basics

• Define offer
• Define offer type and list those commonly used
• Describe points of promotion
• Explain offer arbitration
• Explain offer stacking
• Explain offer statuses
• Create a simple offer
• Deploy an offer
• Understand the merchandising import and export tool
• Describe programs and their uses
• Create a program

Session 5: Store Builder Basics

• Define and describe theme and style
• List the components of a style
• Understand additional store builder related features, including:
  • Files
  • HTML content pages
• Explain uses for various link parameters including:
  • Program
  • Offer
  • Theme
  • Locale
  • Currency
• Delineate when links must be created through the system and when they may be created in bulk
• Create links

Session 6: Reporting Basics

• Define basic terminology related to reports, including:
  • Net
  • Gross
  • Demand
  • Sales
  • Activity
• Access the Online Reporting Guide
• Explain categories of reports and their features, including:
  • Summary reports
  • Program reports
  • Customer and transaction detail reports
  • Various offer reports
  • Real-time reports
  • Product type and product family reports
• Describe report timing and time zones
• Run a report with filters
• Print or download a report
• Create a subset of a report
• Schedule a report