Magento 2 Price Match Extension by ITORIS INC

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More on Magento 2 Price Match Extension: https://www.itoris.com/magento-2-price-match.html Other Magento 2 Extensions: https://www.itoris.com/magento-2-extensions/

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Website: http://www.itoris.com Page | 1 Email: salesitoris.com ITORIS INC. WEB DEVELOPMENT COMPANY Price Match Extension for Magento2 User Guide version 1.0

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Website: http://www.itoris.com Page | 2 Email: salesitoris.com ITORIS INC. WEB DEVELOPMENT COMPANY Contents 1. Introduction .................................................................................................................................................. 3 2. Installation .................................................................................................................................................... 3 2.1. System Requirements ............................................................................................................................ 3 2.2. Installation.............................................................................................................................................. 3 2.3. License .................................................................................................................................................... 3 3. How to Use .................................................................................................................................................... 4 3.1. Settings ................................................................................................................................................... 4 3.1.1 General Settings ............................................................................................................................... 4 3.1.2 Price Match Request per Product ..................................................................................................... 5 3.2 Price Match Requests Grid in Backend .................................................................................................... 6 3.2.1 Edit Price Match Request ................................................................................................................. 7 3.3 Price Match Request on Frontend ......................................................................................................... 10 3.3.1 Price Match Request Popup ........................................................................................................... 11 3.4 Price Match Request in Email ................................................................................................................ 12 3.4.1 Reduce to the Requested Price ...................................................................................................... 12 3.4.2 Send a one-time coupon ................................................................................................................ 12

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Website: http://www.itoris.com Page | 3 Email: salesitoris.com ITORIS INC. WEB DEVELOPMENT COMPANY 1. Introduction The document is a User Guide for extension Price Match created for Magento2 websites. It describes the extension functionality and provides some tips for a quick start. The extension official page – https://www.itoris.com/magento-2-price-match.html The purpose of the Price Match extension for Magento 2 is to allow customers and guests to send the price match requests if they have found cheaper prices for the same product at external websites. Users can contact admin via a form available on each product page by entering the requested price and website. Admin can reject the request update the product price or send a one-time discount coupon to the user. The extension also allows to send the email to admin and customers specify the email senders customize the templates change the text and comments in the popup making it different for separate store views as well. 2. Installation 2.1. System Requirements The extension requires Magento 2.x 2.2. Installation The extension is provided as a .zip archive with the source code and the installation instructions. Unpack the source code into /app/code/Itoris/Itoris_PriceMatch/ folder on your server. And run the following commands in the SSH console: php bin/magento module:enable --clear-static-content Itoris_PriceMatch php bin/magento setup:upgrade Then log into Magento backend and flush cache in System - Cache Management - Flush Magento Cache If you experience any issues with the extension installation please contact us here - https://www.itoris.com/contact-us.html 2.3. License The extension has full open source code. One license/purchase can be used on a single production Magento2 website and its development instances. The extension can be customized for the license owner needs. Redistribution of the extension or its parts is not allowed. Please read more details here - https://www.itoris.com/magento-extensions-license.html

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Website: http://www.itoris.com Page | 4 Email: salesitoris.com ITORIS INC. WEB DEVELOPMENT COMPANY 3. How to Use 3.1. Settings 3.1.1 General Settings The general settings are configured generally or per store view following: STORES Settings Configuration ITORIS EXTENSIONS Price Match. Extension Enabled – enables or disables the extension. Send Email to Admin – allows to send the email to admin. Admins Email Address – allows to enter the admins email address. Admins Email Template – allows to choose the admins email template from the list. The "Price Match to Customer" email template is chosen by default. Email to Customer Sender – allows to specify the customer sender from the list.

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Website: http://www.itoris.com Page | 5 Email: salesitoris.com ITORIS INC. WEB DEVELOPMENT COMPANY Email to Customer Template – allows to choose the customer template from the list. The "Price Match to Customer" email template is chosen by default. Allowed Customer Groups – allows to select customer groups the price match request will be available for. Link Text – allows to enter a custom link text. The text "Found a better price Let us know and well match it" is available by default. Comment in Popup – allows to enter comments in the popup. The text "Were never beaten on price. Tell us where you found a lower rate. Please fill in the form below and we will respond to you shortly." is available by default. 3.1.2 Price Match Request per Product The price match request settings can be configured per product respectively. Choose PRODUCT Catalog some product Price Match. Show the Price Match link – shows or hides the price match link on the product page. The following settings are inherited by the general settings. To change the setting clear the "Use System" checkbox below each setting.

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Website: http://www.itoris.com Page | 6 Email: salesitoris.com ITORIS INC. WEB DEVELOPMENT COMPANY Allowed Customer Groups – allows to select customer groups the price match link will be available for. Link Text – allows to enter a custom link text here. The text "Found a better price Let us know and well match it" is available by default. Comment in Popup – allows to enter comments in the popup. The text "Were never beaten on price. Tell us where you found a lower rate. Please fill in the form below and we will respond to you shortly." is available by default. 3.2 Price Match Requests Grid in Backend All Price Match Requests are stored in the separate section following Sales Operations Price Match Requests. The list contains all price match requests which can be filtered and sorted. The following columns are available: ID - the price match request ID. Created – specifies the date of the request creation. Customer Name – displays the name of customer or guest. Email – displays the email of customer or guest. Product Name – displays the product name the request was made for. Subject Price – shows the price the customer submitted the request for. Matching Price – displays the requested price.

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Website: http://www.itoris.com Page | 7 Email: salesitoris.com ITORIS INC. WEB DEVELOPMENT COMPANY Status – shows one of the following statuses: Pending set by default Rejected Approved. Action – allows to apply one of the following actions:  Edit – opens the request for editing.  Reject – denies the price match request. You can reject the request with the Pending status only.  Remove – deletes the chosen requests from the list. You can also apply the following mass actions to several requests at once: Reject – rejects multiple requests with the pending statuses at once. Remove – removes multiple requests at once. 3.2.1 Edit Price Match Request To edit the chosen request click the edit link in the "Action" column. The form with the following fields will appear: Request ID – displays the request ID. Created – shows the date when the request was created. Status – displays the request status. Customer Name – displays the guest name or the link to the customers profile if submitted by the customer. Customer Email – displays the customer or guest email. Product – shows the product link. Subject Price – displays the original product price. Matching Price – shows the requested price.

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Website: http://www.itoris.com Page | 8 Email: salesitoris.com ITORIS INC. WEB DEVELOPMENT COMPANY Matching URL – displays the link to the matching URL. Comment – displays the customer or guests comment. If the request has the "Pending" status the block "Resolution" will appear below the requests details: Response – allows to add the admins comments to the request. Method – provides the following methods:  Lower the product price to requested_price – the product price is lowered to the requested price and the email notification is sent to the customer.  Send a one-time coupon for the price difference of difference – a one-time coupon is generated and sent to the customer by email.  Reject request – rejects the price match request and applies the "Reject" status. Click button "Apply Changes" to save the changes.

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Website: http://www.itoris.com Page | 9 Email: salesitoris.com ITORIS INC. WEB DEVELOPMENT COMPANY If the request has the "Rejected" and "Resolved" status the "Resolution" section will appear with the following options:  Response – displays the admin response which will be sent to the customer by email.  Method – displays the method.  Date – shows the resolution date. The following buttons are available: Back – goes to the list with all price match requests. Reject – rejects the request with the "Pending" status only. Delete – removes the price match request.

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Website: http://www.itoris.com Page | 10 Email: salesitoris.com ITORIS INC. WEB DEVELOPMENT COMPANY 3.3 Price Match Request on Frontend The extension allows to enable the price match request for simple products. If products are in-stock the link is available above the product price or below the attributes:

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Website: http://www.itoris.com Page | 11 Email: salesitoris.com ITORIS INC. WEB DEVELOPMENT COMPANY 3.3.1 Price Match Request Popup The request form becomes available after you click the link "Found a better price Let us know and well match it". Your Name – allows to enter the guest name or fills in the field if the customer is logged in. Your Email – allows to enter the guest email or fills in the field with the customers email. Price Match request for product – shows the product name the price match request is applied to. Our Price – displays the original price. Matching Price – allows to enter the requested price. Matching URL – allows to enter the URL where the requested price was shown. Comment – allows to enter the customers comments. The "Submit" button allows to submit the form and send the data to the admin. Once submitted the page will reload and message "Thank you for submitting your Price Match request We will respond to you as soon as possible." will appear.

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Website: http://www.itoris.com Page | 12 Email: salesitoris.com ITORIS INC. WEB DEVELOPMENT COMPANY 3.4 Price Match Request in Email 3.4.1 Reduce to the Requested Price Once the request has been approved using the reducing price method the user will get the email notifying about the reduced price and products link. 3.4.2 Send a one-time coupon Once the request has been approved via the sending coupon method the user will get the email including the coupon code with the discount.

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