TXShop Administrative User`s Manual
Contents
1. 6 Accounting Info Update the store s billing and subcode information Click Accounting I nfo to begin 7 Contact Us Displays the contact e mail address for the TXShop Stewards Click Contact Us to begin 8 Logoff Click Logoff to log out of UT Direct B Bottom Navigation Menu The Public Network Access Store O American Legends Store Longhorn Outlet We will surprise you Quest Software Services The Example Store Todds hotdog Store O HEOW Forum 2007 Payments The UT Alpha Lambda Delta and Phi Eta Sigma Membership Store University Unions UT Parents Association Department of Kinesiology Summer Sports School 1 Report an Error E mail the TXShop Stewards at txshop info austin utexas edu to report a technical error 2 About Us Information about TXShop including contact information for TXShop support 3 TXShop Central Return to the main TXShop home page ll Administrative Features Il 1 Catalog A Add a New Item TXShop Administrative User s Manual To add a new item to a store s inventory the administrator must complete seven steps Because stores generally have only one department most administrators will be forwarded directly to Step 2 If a field is required a red asterisk is displayed just before the field name Step 1 of 7 Choose a Department This step appears only if there is more than one department in the store Select the department prefix of the department catalog to whic2. 00 Next day UPS Additional Shipping Total Shopping Cart Total excluding tax and discount NOTE Please see our shipping and ta 25 TXShop Administrative User s Manual E Maintain Store Customizations Cart Customizations Instruction Description Explanation or Element Placement Sequence Variable Name Disclaimer DISPLAY MODIFY REMOVE Page Top 001 PAGE TOP Page Customization Top DISPLAY MODIFY REMOVE Item Top 002 ITEM TOP Item Customization Top DISPLAY MODIFY REMOVE Item Bottom 004 ITEM BOTTOM Item Customization Bottom ILAY MODIFY REMOVE Page Bottom 005 PAGE BOTTOM Page Customization Bottom Catalog Customizations Instruction Description Explanation or Element Placement Sequence Variable Name Disclaimer DISPLAY MODIFY di Catalog customization PAGE top ITEM not REMOVE Page Top 001 display only allowed in Catalog DISPLAY MODIFY REMOVE Page Bottom 002 display only Catalog customization PAGE bottom Order Customizations Instruction Description Explanation or Element Placement Sequence Variable Name Disclaimer DISPLAY MODIFY REMOVE Page Top 002 COLOR Black or White DISPLAY MODIFY REMOVE Page Top 003 FOOD What is your favorite food DELETE ALL ORDER CUSTOMIZATIONS ADD AN ORDER CUSTOMIZATION Shopper Customizations Instruction Description Explanation or Element Placement Sequence Variable Name Disclaimer DISPLAY MODIFY REMOVE Page Top 001 TEXT CUSTOMIZATION ae of T
3. 1 Item Subcategories If the store has subcategories select a subcategory for this item 2 Product I nformation 10 TXShop Administrative User s Manual a Enter the shipping weight of the item even if the item s weight is irrelevant to its cost or shipping fees The shopper will not be asked for any shipping information if the item has a shipping weight of 0 zero Enter 0 zero if the item is not shippable b If the item is a book enter its ISBN number 3 Method of Checkout TXShop allows administrators to determine the security for individual items separate from the store security If a store does not require the shopper to log in using a UT EID it is possible to require login before the purchase of a specific item No item customizations currently exist Customize This Item An item customization allows you to solicit input from your customers regarding the item Ex To find out the size for a T shirt or to give them additional information outside of the item s details Ex You must register 48 hours before the conference begins The customization will be displayed as Additional information beneath the item s description in your store If you would like to add a customization to this item please complete the following information The Field name and Field length information is required for the customization unless you are not requesting user input by selecting No user input below The field name is used for storin
4. Description Merchandise Shipping billcode subcode is required IF your store will collect shipping charges Shipping billeode subcode 74990002 UPDATE Additional item billcode subcodes Optional as needed Will this billcode subcode be for Billcode subcode Description income tax deductible items a A billcode subcode is an 8 digit number assigned by the Office of Accounting that identifies a specific type of charge for a department b A minimum of two billcodes are required one for tax and one for the items in the store These must be accompanied by a unique item code and description c A shipping billcode subcode can also be added d A store can have up to ten billcode subcodes per store 40 TXShop Administrative User s Manual Remember the actual billcode subcode can only be assigned by the Office of Accounting Il 7 Contact Us Displays contact information for the TXShop stewards 11 8 Log Off Logs the user out of UT Direct Ill Appendix 1 Glossary Accessory An accessory is an item connected to a parent item that can only be purchased with the parent item Application Program Interface API In TXShop you can add NATURAL subprograms computer programs to your page to perform various audits This will need to be done by a NATURAL programmer If you don t have a NATURAL programmer to do the coding please use the link below to read information about how aa department can contract for a
5. aa sa RDS sa RS RS a 39 E Search Phone Orders iiicsiscssisiccsseiscssssvssscessvasssscsvesccssvasccovavsssocssvascucsansssoessocsasoavessees ka sk 39 F View Saved Carts cs sisiscincsvadesssssacvensdbedvessssacnsvsbuseesssbacsansebesdecssstanestencenesseastanbabnanssdecdenensaneanesssstacestante 39 Gs Download Catalog skinna E 39 Hs View Refunded Orders edicere consceitncescccenccnanserssscecsacnandsnstsdcetsosanshansstscesasoasetaccssduensenaneiacssecseactaaene 40 11 6 Accounting IMO senurnar OU IliZ OLA US iiri dots oie iac UA E ROC OC RC Ra n EL CN E CR EUR RR M RD 41 ETE LOG No aan a ja ja 41 IIT Appendix 1 GIOSSANY nr 41 IV Appendix 2 Featured Item FAQ esee eeee enne nennen nnn 42 4 TXShop Administrative User s Manual Welcome to TXShop I 1 Introduction TXShop is the centralized online shopping mall of The University of Texas at Austin It offers much of the same functionality as commercial shopping carts and is fully integrated with the university s authentication UT EI D accounting and credit card processing system University departments that open stores in TXShop are able to offer their goods and services for sale to the genreal public or to a more limited audience and shoppers are able to purchase these items in a convenient and secure environment Departmental administrators manage their stores with a variety of online tools including inventory updates product cu
6. add an accessory to an existing item click View Add Accessories The process of adding an accessory parallels the process of creating an item Once created the accessory appears as part of the parent item and can only be purchased along with it For example an optional meal including an additional fee could be purchased along with a conference registration When administrators view the items in their stores accessories are labeled with the ID number of the parent item d Copying an existing item can save a great deal of time Click Copy Item to display a page where the new copy can be named This then brings up a confirmation window where the newly created copy can be modified e Click Delete Item to permanently remove an item from the store s catalog f To place an order for a customer click Purchase for Customer The item will be ordered as it normally would by a customer When checking out the administrator will be prompted to enter the customer s UT EID or click Purchase for Myself All UT EIDs must have a shopper profile If one does not yet exist the administrator can create one by clicking you may also add a shopper profile for the UT EI D above The billing and shipping addresses default to the administrator s own shopper profile When ordering for another shopper change the billing address and shipping address manually 16 TXShop Administrative User s Manual C Update Current I nventory Update the inventory informat
7. cards 22 TXShop Administrative User s Manual MasterCard Visa and Discover American Express credit card purchase orders Interdepartmental Transfers IDTs or pre pay check money order etc 8 Edit payment method API If the department is providing a program to limit the payment options by customer type enter the name of the NATURAL subprogram to be used 9 Select additional options Mark discount codes if you want the option to allow discounts in your store Mark tax exempt status if you want the option to make certain items in your store tax exempt It is the store s responsibility to verify that customers use valid tax exempt codes 10 Enter alternate titles for the four top navigation menu tabs displayed throughout the store If nothing is entered the default is Shopping Customer Service Your Account and Checkout respectively 11 Enter up to ten additional links to other related pages Links must contain a URL and title 12 Enter up to eight lines of additional text to appear on the About Us page C Maintain Discount Codes Create and update discount codes which can be used by customers Discount Code Maintenance Discount Discount Start Date End Date Number Minumum Item to Code Dollar Amount YYYMMDD YYYYMMDD Available order amount Discount FLESAMember ks 100 00 IL i Conference W Add Remove Girl Squirrel U Each discount code contains the following elements a Enter the
8. delete box and then clicking Delete Selected View order details for declined pending and cancelled orders by clicking on the order number link 35 TXShop Administrative User s Manual D Process IDT Orders Process pending orders which will be paid for by IDT Interdepartmental Transfer IDT Order Fulfillment Order No OTXTESTER20110127000064A Item ID Item Title Item Quantity Item Cost Object Code Delete 40 Demonstration Item 1 10 00 o O Email buyer about order changes and or payment finalization Update Items Update Order amp Process IDT Delete Selected a To delete individual items mark the Delete check box then click Delete Selected b To update individual items make any changes in the text boxes then click Update I tems c To process the IDT make any changes in the text boxes then click Update Order amp Process IDT Note when IDT is selected as the payment method for an order the store adiministrator will receive an e mail notification The department s electronic office manager and accounting contact will also receive an e mail notification listing the account number entered by the customer E Process Order Refund TXShop allows administrators to process full or partial refunds 48 hours after the initial order is placed Note It is the department s responsibility to set its internal refund policy a To refund a specific order enter the order number in the text field 36 TXShop Adm
9. discount code name which will be provided to customers This is a free form field which can consist of a word phrase or combination of numbers and or letters b Choose whether the discount is a percentage or dollar amount 23 TXShop Administrative User s Manual c Enter the percentage or dollar amount of the discount do not enter a d Select the date on which the discount becomes valid e Select the date on which the discount ends f Choose the number of discounts available with this code g Enter the minimum amount of the total order required to qualify for the discount h Select the item to be discounted If this field blank is left blank the discount will be applied to the entire order D Maintain Shipping Information Set shipping costs for orders Standard Shipping Cost Maintenance This page is for standard shipping charges only Enter additional shipping options on the Additional Shipping Maintenance page Select the appropriate value for the lower and upper limits Total items Lower Range Upper Range Shipping Cost Dollar or Percent 1 10 20 00 O Os O a Choose the criteria by which shipping costs will be determined Shipping cost can be calculated based on number of items in the order total weight of the order or total amount of the order b Select the lower and upper range of items weight or cost depending on criteria to which the shipping costs will apply c Enter the a
10. in what order this customization will appear Select top or bottom of the page The sequence number determines the order in which this customization will appear when there is more than one on the page 2 Choose who may view your customization This feature is not yet available 3 Choose how the customer should input information Choices are by text box radio button pull down menu or no user input 4 Field Name Give the customization a name if input is being requested 5 Field Length If getting input via text box this represents the maximum number of characters the user may enter If getting input via radio button or pull down menu this represents the number of characters in the longest button or menu choice The maximum number of characters allowed is 60 If input is not allowed make sure this is set to O zero 6 Description Enter the text as it should appear on the page 7 Text appearance Choose the font size and color for the description 8 Radio Buttonand Pull down Menu Values If radio buttons or pull down menus are selected enter the value of the buttons or menu choices A minimum of two values is required and a maximum of fifteen values is allowed 28 TXShop Administrative User s Manual 9 Choose the order pages on which the customization will appear credit card registration IDT receipt 10 NATURAL subprograms If data needs to be retrieved for the initial display or the user s input needs to be audi
11. the blocks 3 Step 3 Click Generate HTML to fill in the text box for Step 4 4 Step 4 Preview the HTML page which has been generated a Click Select Code to select the text for copying into a text editor for modification optional b Click Preview Page to open a window displaying the page c Follow the on screen instructions to save the HTML file to the desktop 31 TXShop Administrative User s Manual Instructions for download using Netscape 1 2 3 4 Enter the name of the file to save and make sure to Fa 8 5 Step 5 Save the final HTML script with the file extension html It should be saved to the same secure server where other linked TXShop information e g store logo is stored 6 Step 6 Click Site Appearance to open the Updating Your Click on the Preview Page button A new page will open up with your new Customer Service page Choose File then Save As from the menu bar enter html or htm as the extension 5 Under Format choose HTML Source 6 Choose the location where you would like to save the file Click on Save to download the file to the folder specified or dick on Cancel to dose the save window Close the wndow containing the Customer Service information Departmental Info page section 11 2 B and enter the URL for the new customer service page G Submit a Featured tem This selection opens a window displaying a short page which discusses the fea
12. APNE CENSEO OPERE Pee lauka SERERE Re a a AN fn Eo REPRE RE 19 H Upload Catalog AM 19 11 2 Store Features 2 DO A Maintain Storefront cinescs iscisiccbsacsesedssssessdeenscctdecandeonaoseentissananohabesentdesecaamiesveeddsbanpnouassssnidscannnboacstessascs 20 B Maintain Departmental Information ei coo orien orien sadda slika no Nea bi oo RE Er oro Eee la hin 22 C Maintain Discount Codes si ss si sni ri a E ERVES RR RATE RA ESR Eas ERE ka ARR RR ERE SEE g a hk sek 23 D Maintain Shipping InformatiOn coasts svaka orna no coasts nn Pra a ss ora aeo n Een aeo no sva ke E EUR eo en EU ay sviki ua od 24 E Maintain Store Customizations eeeeeeeee eee ee eese senes nennen enn nn nnns ses nn htt ht snas sanus inest assa sanus sonent a nan 26 F Create Customer Service Paper an PENNE NER SENA EUR a LUE ENTER DENN EN RR SENS EE REUS 30 G SUDMit a Featured Item oio oer rr Ian s sa sakai kisa EE NN FE ska ss a als skagar sur QR AERA S ESEESE Eass 32 11 3 Order Maintenance crssneennahunnmhauuesuauuuusuuusesauuuasau OD A Search Orders by Selected Criter ia ore ere eite eise ssk di s nu ka l s ssb l oan nba a soa una dioe nn ager ii 32 B Search Orders by Selected Criteria errores teseace cecedesigecentceteavausuecessiceceevaduesstavsuedcesscubes 34 C Delete Unexecute
13. SER ERVICES TXShop Administrative User s Manual 512 471 8802 oa askUS austin utexas edu www utexas edu business accounting The University of Texas at Austin Welcome to the UT Online Shopping Mall SHOP UT To browse a shop marked SECURE ONLY login using your WI EID conveniently gathered in a items ITS Goods and Services Blanton Museum The Blanton IT 0 er a range of ITS stores Store offers a wide variety of single location The Maya Meetings at mE The School of Architecture T Online Store UTEX Culture Collection of School of Biological BUREAU OF ECONOMIC GEOLOGY Algae Sciences Online Store 7C The Center for Center for Nano and Electrochemistry Molecular Science and Technology Add Your Store to TXSHOP Do you represent a UT Department and _ Communication Career The Dolph Briscoe Center want to add a store in TXShop Girer Services for American Histor Let us help you build it Here s your chance to offer customers a convenient and secure service to shop for your products The University Department of Theatre and Development Office gheare Dance Store TXSHOP Resources View TxShop s FAQ What does SECURE ONLY mean rfr Student Activities and WIG The Longhorn Run TXShop Rates Find out more about TXShop Privacy Information Safety and Security Information Copyright LIT EID TXShop Administrative User s Manual Contents l l On 1 2 Administrative Funct
14. allows customization of individual items in the store These customizations exist to give further information to the shopper or to allow the customer to enter necessary information e g shirt size 1 Enter the name of the field to be filled in by the user An example would be Shirt size Field Name will only be used programmatically and will not be visible to the customer 2 Determine the length of the input field it should be as long as the longest possible user input but cannot be longer than 60 characters including spaces 11 TXShop Administrative User s Manual 3 Add the accompanying text to be displayed to the customer An example would be What is your shirt size 4 Enter the order in which this customization should appear if there is more than one customization for this item 5 Choose how the customer should input information whether as text or as a selection from a radio button or drop down menu 6 If radio button or drop down menu was selected enter at least two values for the customer to select Examples would be small and large It is recommended that the first value be Select a value to prompt the customer to select a different value 7 Click Save Customization to save this new item customization Step 4 of 7 Enter Price Information Step 4 of 7 Enter Price Information 1 2 Price Description Is Item Taxable O Yes Optional Texas Sales Tax O No Item Price Accoun
15. d Orders nre treo li i sk Va ska s skas RA EE ts as ska RAP EVE a YR VERRE REF MA ERN e NES aE kens 35 D PtocessIDT Ordets i neret arte EE xo HEP aer Ro P kn aka A FE kanil ara kan hla na EAR E BA ar s 36 E Process Order Ref nd c iiieoii Ge tir PEREAT AREE rds Reno ERE AR TR AFER Re a aE ba RR o PAPER RR PRAE ERR SS ba lak 36 3 TXShop Administrative User s Manual ILA Sh pper NfO weeeeereee rere errr reer ere eter rr rr erence rrer cre rrr rrr errr errr rrr rr er ere rr re 37 AS List SMO PPM siss ss rass 37 B Search Shopper Order History si s s rennes so i n ora sa gp ooa aua i SR EE risa s SERE GAE Gis s i 37 C Search Phone Order ss cvciccsscssssccssscansssessssccasvoavescedscacnacpenseseddssacsanpes sescddsscsnanpen sesdssscadudscasssedssscasadvdeseses 38 o SMBI E pE cm TC D EUER 38 11 5 Searches and DownloadS 2 DO A Search Orders by Selected Criteria eoo si brio tena has eno bano di no Eoo a pan E UR ed a REIR y ka ek 38 B View Sales Report Sumrtrialy o ooi euo bonne o etna unu o bona nen bo Xa enu n PE RE BE ss DEAN RR RR DEAN Esi b ka SR ASEEN OSAA NRS AAN nn ba 38 C List Shoppers iiecsciccesssscccesssisscessascevessssssvestavseessaacensesassseesssisenensdsienessarienssadienensdssenessaadenensssisnessaisanenassse 39 D Search Shopper Order HIStory siss siss siss
16. d and updated type in the retrieval subprogram or the audit update subprogram Note only one subprogram can be entered 11 Ifa subprogram name is entered check the fields that TXShop should send to the subprogram At the bottom of the page click Add to add the new cart customization or click Return to Customizations Menu to return to the customizations menu without making updates 27 TXShop Administrative User s Manual b Catalog Customization All customizations added here appear on all catalog pages 1 Placement Choose where how and in what order this customization will appear Select the top or bottom of the page The sequence number determines the order in which this customization will appear when there is more than one on the page 2 Choose who may view your customization This feature is not yet available 3 Description Enter the text as it should appear on the page 4 Text appearance Choose the font size and color for the description 5 NATURAL subprogram If data will be retrieved for the initial display type in the name of the retrieval subprogram and select whether to retrieve the data before the regular processing 6 At the bottom of the page click Add to add the new catalog customization or click Return to Customizations Menu to return to the customizations menu without making updates c Order Customization All customizations added here appear on the order page 1 Placement Choose where how and
17. date the status of an order or generate a packing list 34 TXShop Administrative User s Manual Search by order date YYYYMMDD and order status of All ia or Search by order number starting from 01 24 2011 OTXTESTER20110124000063A Tom Reavley Incomplete E Packing List 01 24 2011 OTXTESTER201101240000624 sean d white Deposited Packing List 01 24 2011 OTXTESTER201101240000614 Tom Reavley Deposited K Packing List 01 24 2011 OTXTESTER20110124000060A sean d white Deposited A Padina List Order Status Update Packing List Choose the new order status and click on update To generate a packing list click on Packing List Order Status Help Order Item Shipping Update E nter the shipping information and click ont Order No orxTESTER20110124000061A Explore San Antonio 1 Explore San Antonio 1 Choose Shipper Iv Day of Trip Insurance 1 Choose Shipper i a Search orders by order date and status or order number The order status can be updated from this screen View and update shipping information by clicking the order number link which links to the Order Item Shipping Update page Shipping information that can be updated includes shipper tracking number and shipping date b Click the Packing List link to generate a printable packing list for a given order C Delete Unexecuted Orders Search incomplete orders by order status and delete unexecuted orders by checking the
18. e and a description that is under 25 words You can always send TXShop stewards a new 42 TXShop Administrative User s Manual picture and description for an item for the purposes of the featured item How often can my store change its featured item Stores may change their featured item no more than once per month How long will it take for my store s featured item to appear on the TXShop home page Most featured items should be added to the rotation within one business week of submission Since the featured item is randomly selected with each home page hit there is no guarantee that you will personally see your featured item on every visit to the TXShop home page Who is responsible for the availability of the featured item A featured item belongs to the store that submitted it If the featured item is no longer available for purchase then the store must notify the TXShop stewards Txshop info utlists utexas edu to remove the featured item from the rotation 43 TXShop Administrative User s Manual
19. e description 8 Radio Button and Pull down Menu Values If radio buttons or pull down menus are selected enter the value of the buttons or menu choices A minimum of two values is required and a maximum of fifteen values is allowed 9 Choose the pages on which the customization will appearregistration interdepartmental or receipt pages 10 NATURAL subprograms If data needs to be retrieved for the initial display or the user s input needs to be audited and updated type in the retrieval subprogram or the audit update subprogram Note Only one subprogram can be entered 29 TXShop Administrative User s Manual 11 Ifa subprogram name is entered check the fields that TXShop should send to the subprogram 12 Atthe bottom of the page click Add to add the new shopper customization or click return to the customization main page without making updates or remove the customization F Create Customer Service Page Create the HTML for a customer service page Create your Customer Service page Just follow these simple steps ewa sample Customer Service page Text Message One Block 1 Bulleted List Block 2 1 Step 1 Create up to four blocks of text one of which is a bulleted list with a maximum of 10 bullet points 30 TXShop Administrative User s Manual Block 1 L3 Block 2 4 Block 3 4 Block 4 A Generate HTML Select Code Preview Page 2 Step 2 Choose the display order of
20. e items you sell You must enter at least one category into the box marked with All subcategories and items associated with the category you are updating will be associated with the new category name NOTE To create Categories with an apostrophe i e Children s Books use an underscore _ to represent the apostrophe The system will interpret the underscore as an apostrophe and display it correctly on your store s pages Merchandise Classes Donations Memberships Publications Conference Registration Maintain existing categories or create new ones Every store must have at least one category and can have up to 20 A store can have a combined total of up to 100 categories and subcategories The Category Availability API allows administrators to provide a link to an external NATURAL program that filters the categories that a customer can see For example the program could only display categories based on a customer s job status enrollment status or other criteria F Update Subcategories 18 TXShop Administrative User s Manual a Goto The Example Store Public Shopping Area The University of Texas at Austin Catalog Store Features Order Maintenance Shopper Info Searches amp Downloads Accounting Info Contact Us Logoff TXSHOP administration Updating your item subcategories Enter the subcategories that will group your items within categories Subcategories are no
21. e number of days the system should store unused shopping carts The default is 365 days If the field is left blank the default will be used f Determine the number of items allowed in a shopping cart at one time The default is 999 items If the field is left blank the default will be used g Set the time the store closes each day Times must be indicated in half hour intervals If no time is selected the store will remain open 24 hours a day h If the store has a closing time set the time the store reopens each day 3 Address Verification a Choose whether or not TXShop should verify the customer s billing address b This check will verify that the address is valid with the US Postal Service 4 Updating Your Home Page a Enter the name of the store use only letters and numbers with no punctuation or other special characters 60 characters max b TXShop accesses the store s home page image by connecting to the image via the web address URL provided The image must be 315 pixels wide by 200 pixels tall and should be on a secure server If the department does not have a secure server TXSHOP can store the image on its server and return a 21 TXShop Administrative User s Manual URL to the administrator If no URL is entered a university of Texas at Austin Tower image will be used by default c Enter any additional text to appear on the store s home page A maximum of eight lines are available The text will appear on
22. e on a secure server If the department does not have a secure server TXSHOP can store the image on its server and return a URL to the administrator b The logo appears on the top left hand corner of the TXShop store s home page and on the the packing list If no URL is entered the University of Texas at Austin Tower logo found on the TXShop home page will be used by default 2 Update Your Store s Basic Info 20 TXShop Administrative User s Manual a Define the store s status as active inactive or deactivated Selecting the inactive button identifies the store as coming soon on the TXShop home page b Update the department prefix assigned by the TXShop stewards Select the store s security level The secure option requires the customer to logon with a UT EID to enter the store Stores may find this desirable if there is a need to know exactly who has ordered which product or if they want to limit sales based on a customer s relationship with the university d Determine whether the store will require the customer to logon with a UT EID for checkout If the customer will be allowed to check out without logging in they must also be allowed to browse without logging in Checking out without logging in allows customers to purchase items without having a UT EID but requires the user to enter billing address information and other information normally stored in a customer s profile each time they checkout e Determine th
23. e the Download URL information It can be used to dynamically create the Download URL 6 Item Categories Select at least one or up to five store categories in which this item will appear 7 Item Title Enter the title name of the item being created This field allows the use of HTML code for formatting purposes Limit 150 characters including spaces 8 Brief Description Compose a brief description of the item that will appear alongside the item title This field also allows the use of HTML code for formatting purposes Limit 80 characters including Spaces 9 Item Details Compose a longer description of the item to appear below the item description HTML code is recommended in this field for formatting purposes Limit 35 lines of up to 65 characters each including spaces Step 3 of 7 Enter Product Information Step 3 of 7 Enter Product Information CONTINUE TO STEP 4 1 2 Select a subcategory for Merchandise h Shipping Weight whole pounds only ISBN Number if applicable 3 Method of Checkout Indicate if item requires checkout method other than store default Currently your store default Method of Checkout does not require logon with UTEID for checkout You may restrict this item to require logon regardless of store default This selection will affect only this item 9 Allow this item to follow the store default Method of Checkout Users MUST ALWAYS LOGON with UTEID to purchase this item
24. ed with the item when the item is created This numbering is incremented by one with each item created in the store Server A computer which provides some service for other computers connected to it via a network Secure server A server that requires verification of a user s identity when logging on to the system and that allowsTXShop to determine if the user has specific roles within TXShop and UT Subcategory Subcategories group your items within categories Subcategories are not required You must choose the correct category that you want each subcategory to appear under Subprogram A program written in the programming language NATURAL that can be used to audit information passed from an order etc IV Appendix 2 Featured Item FAQ What is a TXShop featured item A featured item is an item that appears in a prominent position on the TXShop home page The item is clickable and links to the Item Details page inside the store where the item is for sale The featured item that appears on the home page during any given visit is randomly selected from the overall list of featured items for all stores How many featured items can my store have Stores are permitted one featured item at a time How can my store submit a featured item E mail the item title and item ID of an existing item in your store to TXShop stewards at txshop info utlists utexas edu and tell us that you want it to be a featured item Your item must have a pictur
25. em at the bottom of the page to create or update the item Do not forget to click Create Update Item The item creation process is not complete until this is done Once the item is created it will be visible to the customers in the TXShop store B List Current Items TX Catalog Items Category Subcategory Choose Category iv Choose Subcategory Md GET ITEMS Tax Completion View Add Copy Delete Purchase Deductible Status Accessories Item Item ISHSDUIISE ES Ed ITEMS DELETE CART Item Title Item ID ADD g R ADD TO ITEMS CART This page displays the store s complete catalog of items From this list of items an administrator can update copy or delete existing items It is also possible for an administrator to purchase an item on a customer s behalf a To search for items by title category or subcategory fill in the search criteria and click Get I tems b To review or update an item s profile click the item s title link For example by clicking on Demonstration Item on the sample page above a new page appears where it is possible to update item information or archive the item 15 TXShop Administrative User s Manual The Example Store 2011 Conference 2011 Conference Registration Fee This is a demonstration of what a conference with an accessory might look like Item Price 100 00 Item not subject to sales tax Quantity Optional Items C Breakfast 10 00 Quantity c To
26. ext box Shopper customization PAGE DISPLAY MODIFY REMOVE Page Top 002 LIKE IT a Ay like it Shopper customization PAGE The customization function allows administrators to add or modify individualized features in the store s shopping cart store catalog order process or shopper profile Display Modify shows the details of an existing customization and allows changes to be made Remove deletes an individual customization The Delete All Cart Customizations deletes all customizations in the given category Add a Catalog Customization opens a page for creating a new customization a Cart Customization All customizations added here appear on cart and order receipt pages 26 TXShop Administrative User s Manual 1 Placement Choose where how and in what order this customization will appear Start by selecting the top or bottom of the page and choosing whether this customization will apply to the cart and order pages as a whole page or to each individual item on the cart and order pages item The sequence number determines the order in which this customization will appear when there is more than one on the page For example to ask for the name of the college and dorm of a student create two customizations What college are you in and Which dorm do you live in To display the college question first assign it sequence number 001 Then assign the dorm question sequence number 002 2 Choo
27. f Texas System LLILAS Professional Development Seminars Communication Career Services Jackson School of Geosciences TxShop Site the Offender Education Program American Legends Store The sales report summary can include orders for the previous week month to date year to date or a specified date range If the user administers more than one store select which store s to include in the report C List Shoppers See section I1 4 A D Search Shopper Order History See section Il 4 B E Search Phone Orders See section ll 4 C F View Saved Carts See section Il 4 D G Download Catalog See section ll 1 G 39 TXShop Administrative User s Manual H View Refunded Orders Displays a detailed listing of all orders refunded within the store including the order number refunded amount order status date the order was refunded and the UT EID of the administrator who processed the refund For each order listed the order number is a link to the refund receipt which displays further details about the order refund including the specific items or amounts which were refunded 11 6 Accounting Info Add and update billing code and subcode information for the store Updating your departmental accounting info Billeode subcode entries for department TX Create a new department Mandatory billcode subcodes required for all stores Tax billeode subcode 74998000 Item billcode subcode 74990001
28. g the information on file while the field length refers to the number of characters necessary for the desired user input The Text to Display field is required and should be filled with the information you wish your user to see beneath the item details The Sequence number refers to the order that this customization will display on the item details page Please note You MUST save any changes to this customization before continuing Field name Field length Text to display Sequence number 001 4 Display Type Please indicate how the user will input information If you select No user input enter 0 zero in the Field Length and delete anything in the Field Name text box those fields are relevant only when you want the user to provide information The rest of this form is then unnecessary as well O Text box Optional user input Text box Required user input Radio buttons If user input is not required enter something such as Select One in the first value box below pull down menu If user input is not required enter something such as Select One in the first value box below No user input Display only Radio Button and Pull down Menu Values If the display mode you chose was either a series of radio buttons or a pull down menu please enter at least two values for the user to choose from Do not use html in these values SAVE CUSTOMIZATION CONTINUE TO STEP 4 4 Item Customization TXShop
29. h the item is being added Step 2 of 7 Select Item Type and Enter Description Step 2 of 7 Select Item Type and Enter Description CONTINUE TO STEP 3 10 Department TX Item Categories choose up to 5 Telephone Select Category 1 Select Category 2 Select Category 3 Select Category 4 Select Category 5 2 7 Item Title Brief Description to appear in catalog Please use the Browse button to select your related items 8 p ER 9 When the window opens simply click on the name of the item you would like to be related and it will be filled in for you Q Item Details Item 1 Item 2 Item 3 cums 10 1 Department I nformation a The department is displayed for informational purposes only it cannot be changed b An optional contact telephone number including area code can be displayed on the item order page TXShop Administrative User s Manual 2 Related Items Existing items that a shopper may find useful or appealing can be listed on the item page as related items This is a simple way to advertise other items within a store 3 User Defined Key Enter a unique identifier for this item The User Defined Key can be very useful for sorting and filtering downloaded reports 4 Download URL If the item is software or any other downloadable product enter the URL to access the download 5 Download API This refers to a NATURAL program that will be called when the receipt is created and will overrid
30. he inventory information below Otherwise choose No Need to Check Inventory and go on to the next step No Need to Check Inventory 2 Yes Please Check Inventory Maximum Number Available Current Number Available Maximum Number to be Purchased 3 Availability Subprogram Choose at least one option below to determine when this subprogram will be called If no options are chosen this subprogram will not be called Multiple options can be chosen Ocal Availability API when item is being listed on Catalog Listing pages Ocal Availability API when item is placed in Shopping Cart O call Availability API before the user completes the sales transaction Inventory API This subprogram will be called to update your inventory files It will be called after the order has been completed and no error messages from this subprogram will be displayed to the user CONTINUE TO STEP 7 d 1 Check availability Choose whether or not to check inventory before completing a transaction involving this item This inventory check looks at the number of available items set by the administrator on the Update Inventory page or when the item is first created TXShop automatically subtracts from this number when a customer makes a purchase However it is the responsibility of the administrator to update the inventory count maximum number available for a given item if this feature is to be used TXShop assures that a shopper cannot buy more of an ite
31. inistrative User s Manual and click Search b To see a list of all orders eligible for refund within the store click Search next to Search for orders eligible for refund c Once the order to be refunded has been located follow the on screen instructions to process a full or partial refund Note When an order is refunded the customer and store administrator will both receive an e mail notification listing the details of the refund as well as a link to the refund receipt 11 4 Shopper Info A List Shoppers List Shoppers provides a list of all customers who have begun or completed an order in the store This page also provides a link to more detailed customer and order information Information on this page includes a Shopper Name which also links to the order history for the customer b UT EID which links to incomplete orders c Primary e mail address of the customer this matches what is stored on the Shopper Profile d Work and home phone numbers this matches what is stored on the Shopper Profile e The Edit link for editing the Shopper Profile All fields in the Shopper Profile can be edited by a store administrator f Download customer information into an Excel spreadsheet by clicking Download Shopper List The information that will be downloaded includes UT EID full name home phone number work phone number and e mail address for each customer B Search Shopper Order History This function allows you to
32. ion for all active items in the catalog 1 To search for a particular item enter the Item ID number and click Search 2 To view or change inventory information for individual items in the catalog a Mark the box under Check Inventory to check item availability before allowing a purchase b Maximum Number Available sets the total number in stock c Current Number Available sets the total current number available d Maximum Number to Purchase sets the maximum number that a single customer may purchase Note If inventory is being tracked for a particular item when the Current Number Available reaches zero the store administrator will receive an e mail notification that the last item has been purchased D View Archived Items Access and update the archived items in the inventory in a variety of ways Archived items are items in the store catalog which do not appear to the customer Administrators can purchase these items on behalf of customers The functionality of View Archived Items is the same as the List Current I tems function detailed in Section 11 1 B E Update Categories 17 TXShop Administrative User s Manual m Go to The Example Store Public Shopping Area The University of Texas at Austin 3 Catalog Store Features Order Maintenance Shopper Info Searches amp Downloads Accounting Info Contact Us Logoff TXSHOP administration Updating your item categories Enter the categories to group th
33. ions and Authorizations 5 A Administrative FUNCTIONS siss fo eiue so ova ee Ya na EE Ra eo evo e Fa Prep uo door EYE sssussseessvcsessesvebeccsvecensssvesbososvenans sesseesesvens 5 Bs Authorizations eee e eren nona oen Pre skakka e E ER Pe KR a PyERERE RO SUPR SERE EREERE USER aa KAG Esra a 6 3 Administrative OPTIONS isses cresce s Sness ezREaTe SEI ERE ewiE IRSE ERE ES tasai ericagacaw az n 6 As Top Erccnbitme 6 B Bottom Navigation MCN wsssccccsssccscsssssccccsssssccsssssiesosssiscossssssccsosssxecsosssacsosssissssosssecsosssacsosssissesossssootoasres 8 Il Catalog ni rrr rrer reer RO rerr ree rerrrerrerrr rT Terre DOE err rer B LEE C ENI BSUCHUMM 8 B List Current ITEMS sisssssiccenssdincessssannepesvvarossssaanscdvendesssstneasbsvocnossssadconsdbeunesssentansebeawessssauvensabbansesssaanenaavie 15 C Update Current Inventory sessa Ra Massa a fat 17 D MWView Archived tems oro rto eri sakir Y EEXREEANE SR EROR RENE RE YRRYE XR S CER ERAN sk as ks anser ER YT arki sasssa 17 E Update Categories otro erp si i siio pda sa So py ya SER FRA SEES YR RARE SE ki a YR AVR Eri ski kra Si 17 F Update Subcategories 2 eren bonnes etna iuo bona ieu bona enu S PERS Ru B DER ENEON LONE DENS RR B DENN NESNE REN RR DEAN RR aa 18 G Download Catalog niii KESA ONENEAN S
34. links to the image The image must be 315 x 200 pixels b If additional information about an item beyond what was included in the item description fields needs to be added type the URL that links to that information c If a Terms and Conditions pop up window should appear prior to purchase completion type the URL that links to the text For example if the customer were downloading software terms and conditions might be This software is for personal use only d If special instructions or a message should be displayed in a banner on the category page when the item is spotlighted see below for information on spotlighted items enter the text here e Choose whether or not this item should be a spotlight item meaning that its picture will be the one displayed on a page of multiple items 2 Display I nformation a If the item should become available for purchase only after a certain date type the date here b If the item should no longer be available for purchase after a certain date type the date here c Select whether or not staff approval is required for purchase If approval is required the customer will be directed to call the department to request approval Step 6 of 7 Enter Inventory I nformation 13 TXShop Administrative User s Manual Step 6 of 7 Enter Inventory Information CONTINUE TO STEP 7 If you want to check availability before completing a transaction choose Yes Please Check Inventory and enter t
35. m than indicated by the inventory count Note If an order is refunded TXShop does not automatically update inventory numbers The store administrator must do this manually 2 Inventory Availability I nformation a Enter the maximum number of the item available For example if the store is selling tickets to an event with a maximum capacity of 100 people enter 100 b Enter the quantity of the item currently in stock This number is automatically subtracted from when a customer purchases this item If the maximum number available is 100 this number should also start at 100 c Enter the maximum number of the item that any one shopper can purchase This will be the upper limit that any one shopper can purchase at any one time Note there is no audit in place to ensure that the customer not purchase the same item at a later date 3 Inventory Availability API a If the department is providing its own programmatic inventory check for this item enter the name of the NATURAL subprogram to 14 TXShop Administrative User s Manual be used This subprogram can be called in various places and allows return messages b If the department is providing its own inventory update for this item enter the name of the NATURAL subprogram to be used This inventory update does not allow return messages Step 7 This page summarizes all the previously entered information in one page Everything is available to be updated Click Create Update it
36. mount in dollars or percentage of total order to be added as a shipping charge Use the radio buttons to select dollar or percentage based shipping charges d Additional shipping options can be offered to customers Select 24 TXShop Administrative User s Manual Additional Shipping at the top of the page to reach the Additional Shipping Cost Maintenance page These additional options can be added to the normal shipping options or can replace the normal shipping options For example if the normal shipping total was 5 for regular UPS shipping an option for next day UPS shippping with a set fee of 20 can be added Next day UPS would be added in the Description field 20 in Dollar Amount field and DELETE all standard shipping charges would be selected since the 20 option would supersede all other shipping options Additional Shipping Cost Maintenance Return to the Standard Shipping Cost Maintenance page User Defined Key Description Dollar Amount O ADD to standard shipping charges DELETE all standard shipping charges O ADD to standard shipping charges C DELETE all standard shipping charges O ADD to standard shipping charges DELETE all standard shipping charges The Eclectic Shopper CATEGORIES Item z Price Quantity youth Food to amaze the pallet 5 00 1 Standard Shipping Total Additional Shipping options No additional shipping selected No additional shipping selected 20
37. ne of the following functions Add a new item List current items Update current inventory View archived items Update categories Update subcategories Download catalog Upload catalog JG el dg 2 Store Features Make changes to the entire store Hover over the Store Features tab and select one of the following functions Maintain storefront Maintain departmental information Maintain discount codes Maintain shipping information Maintain store customizations Create customer service page Submit a featured item span 3 Order Maintenance Search for and update individual orders Hover over the Order Maintenance tab and select one of the following functions Search orders by selected criteria Update order status view packing list Delete unexecuted orders Process IDT orders Process Order Refund conc 4 Shopper I nfo Search for individual shopper information Hover over the Shopper I nfo tab and select one of the following functions a List shoppers b Search shopper order history c Search phone orders d View saved carts 5 Searches and Downloads Search by any of various criteria Hover over the Searches and Downloads tab and select one of the following functions Search orders by selected criteria View sales report summary List shoppers Search shopper order history Search phone orders oogonc TXShop Administrative User s Manual f View saved carts g Download catalog h View Refunded Orders
38. niversity authorization is automatically deleted If a new administrator needs to be added to an existing store the TXShop Administrator Authorization Request Form must be completed and sent to the TXShop Stewards via e mail to txshop info utlists utexas edu or fax to 512 232 3360 The Administrator Authorization Request Form as well as all other TXShop forms can be found in the Handbook of Business Procedures 1 3 Administrative Options A Top Navigation Menu Go to The Example Store Public Shopping Area xas irs iver rsj e Features 6 administration 7 8 Welcome to the The Example Store Administration page You are authorized to work on the stores listed nare Switch ores by ng from the choices below You may also Download the Admir sal O Accounting Test Store O Blanton Museum of Art O Tickets for Blanton Museum of Art Events Blanton needs to update this O UT Mava Meetinas at Texas On the main administrative page a gray navigation menu is displayed at the top of the page This menu appears throughout the administrative system and is the directory for all administrative functions in TXShop Hovering over most tabs in the menu opens a drop down menu of available functions The top navigation menu tabs and their associated functions are organized into eight sections TXShop Administrative User s Manual 1 Catalog Create and maintain items for the store Hover over the Catalog tab and select o
39. programmer to create needed APIs http www utexas edu its eis services staffing html Archived items Archived items are part of your store s catalog that your customers will not see Administrators can purchase archived items on behalf of customers Authorization In order to use TXShop s administrative features you must have the appropriate authorizations For questions contact the TXShop Stewards at txshop info utlists utexas edu Billing code A billcode subcode is an 8 digit number that identifies a specific type of charge for a department This is assigned by the Office of Accounting Cart The customer s cart elsewhere known as a shopping cart is a virtual storage unit that remembers items placed in it by a customer for a predetermined period of time Category Categories allow you to group the items in your store however you choose 41 TXShop Administrative User s Manual Customization Customizations allow administrators to request information from users or provide them with targeted messages at specific points in the shopping process There are five available types of customizations item order cart store and shopper Department Usually the departmental prefix for your department as assigned by TXShop stewards IDT Inter departmental Transfer DEFINE VT5 Item An item in TXShop is the smallest individual unit a customer can purchase for a given price Item ID number The ID number is the unique number associat
40. ption Order Custom Value o Order Custom Display S equene C Billing Address Bill Name CI Bill Phone C BiN Email 7 Bill Address Line 1 C Bill Address Line 2 Opin City us Bills tate lus Bill Zip CI Bin County Non US Bill Postal Code Item Information Item Title Item ID Accessory Er Item ID Tax Deductible Switch Product or S ervice switch Quantity Ordered Cost of Item Berefit Amount Department Delivery Date 1000 ID DI DI DI DJ I Shipping Canier Tracking Nunber User Defined Key OOO FI Item Cusipsiations oO Item Custom Value 0 Item Custom Dis play Sequence Shipp ing Address CO ship Name CI ship Address Line 1 Ship Address Line 2 Ship City US Ship State Clus ship Zip E stip country Nox US Skip Postal Code Choose a format C Payment Method Details Method of Payment Check or PO or DT mmber Name on Credit Cad Type of Credit Card Tax Exempt ID Discount Code 1 E31 D P n n DJ Verisign Transaction Number C Cart Customizations L1 Cart Custom Name oO Cat Custom Description Cl Cat Custom Value oO Cart Custom Display S equence Spreadsheet Download Order Summary c Download the order information into an Excel spreadsheet by clicking Select Download Criteria After selecting the download criteria from the available options click Download Order Summary B Search Orders by Selected Criteria Check and up
41. se who may view your customization This feature is not yet available 3 Choose how the customer should input information Choices are text box radio button pull down menu or no user input 4 Select whether or not the customization should appear on the receipt page This feature cannot be turned off at this time 5 Field Name Give the customization a name if input is being requested For example the field name for the question Which dorm do you live in might be dorm name 6 Field Length If getting input via text box this represents the maximum number of characters the user may enter If getting input via radio button or pull down menu this represents the number of characters in the longest button or menu choice The maximum allowed is 60 characters If input is not allowed make sure this is set to O zero 7 Description Enter the text as it should appear on the page For example Please enter the name of your dorm 8 Text appearance Choose the font size and color for the description 9 Radio Button and Pull down Menu Values If radio buttons or pull down menus are selected enter the value of the buttons or menu choices A minimum of two values is required and a maximum of fifteen values is allowed For example two values might be J ester and Kinsolving This feature is not yet available 10 NATURAL subprograms If data needs to be retrieved for the initial display or the user s input needs to be audite
42. search order history by the customer s UT EID Note If the customer does not have a UT EID or did not log in with a UT EID order history cannot be found using the UT EID Enter a UT EID to return the order history If this option is chosen but no UT EID is entered it will default to the user s UT EID 37 TXShop Administrative User s Manual C Search Phone Orders Search for phone orders by date range and UT EID This also allows for download of the information returned by the search Phone orders refer to orders where an administrator purchased the items on behalf of the customer a List orders by the UT EID submitted at checkout b Download information about phone orders into an Excel spreadsheet The information that will be downloaded includes Order Date Order Number Order Status Administrator Name Payment Method Order Tax and Order Total D View Saved Carts Search for saved carts incomplete orders by UT EID Enter the UT EID of the customer to view a list of his or her saved shopping carts 11 5 Searches and Downloads A Search Orders by Selected Criteria See section I1 3 A B View Sales Report Summary View online sales reports by date range To generate a report select the Type of Report and enter the date range 38 TXShop Administrative User s Manual Online Sales Report Summary Seled Tye a MM Z DD YYYY Through MM DD YYYY ExxonMobil Texas Science and Engineering Fair The University o
43. stomizations searches and data downloads The purpose of this manual is to assist store administrators by providing a general introduction to all the administrative functions available in TXShop This manual assumes that the necessary paperwork for store set up has already been completed and that a store profile has already been created It also assumes that the administrator has already received the necessary introductory training and authorizations for an existing TXShop store For additional TXShop help e mail txshop info austin utexas edu 1 2 Administrative Functions and Authorizations A Administrative Functions To reach the administrative functions of TXShop go to the secure home page at https utdirect utexas edu txshop Once there click Administration at the bottom of the page Administrative functions can also be reached from the public home page at http utdirect utexas edu txshop through the same Administration link though logging in to UTDirect will still be required If an administrator maintains more than one store in TXShop Administrative User s Manual TXShop the radio button next to the store name must be selected to access that store s administrative functions B Authorizations When a new TXShop store is created the TXShop Stewards will provide authorizations to all university staff or faculty identified by the department as needing administrative access If an administrator leaves the u
44. t required but you may enter up to 100 in groups of 20 Remember to choose the correct category you want each subcategory to appear under hats Merchandise shirts Merchandise pants Merchandise undies Merchandise maths Classes reading Classes wrighting Classes arithmatik Classes Maintain existing subcategories or create new ones Subcategories are optional To add a subcategory enter the subcategory name and choose the category to which it is linked A maximum of 20 subcategories are allowed per category G Download Catalog Download the entire store catalog into an Excel spreadsheet Click Download Catalog to begin H Upload Catalog Upload a comma delimited spreadsheet cvs file format of the catalog of items you wish to add to TXShop Enter the e mail address for reporting the results of the upload By default the user s preferred university e mail address will be used Then enter the file name to be uploaded and click Upload The page also contains a help link with useful upload information and a table of the store s current categories and subcategories Tips for a successful upload e Have a spreadsheet ready 19 TXShop Administrative User s Manual e Fields must be entered in the order of the original download for the upload to work properly e For new items the Item Id field must be blank e When uploading new items do not upload accessory items along with o
45. t Information Item Type Billcode Subcode Merchandise 74990001 CONTINUE TO STEP 5 1 Price Details a Price Description Enter optional text to appear next to the price of the item For example the name of the item b Item Price Enter the cost of the item including both dollars and cents e g 10 00 do not include the dollar sign Note Free merchandise such as a no cost membership can be provided through TXShop At checkout the customer will have the option to Complete Free Order rather than Pay by Credit Card or other payment methods 2 Tax Information Determine whether or not sales tax should be added to the item cost 3 Account Information Select the bill code subcode for the type of item being created Step 5 of 7 Enter Display Information 12 TXShop Administrative User s Manual Step 5 of 7 Enter Display Information CONTINUE TO STEP 1 Image URL 315 pixels wide by 200 pixels tall Item additonal information URL Terms and Conditions URL for pop up Special Instructions Banner Yes Ono Is this a Spotlight Item 2 Enter the dates the item will appear in the online catalog Effective Date MM DD YYYY Expiration Date MM DD YYYY Yes custorner must call Is staff approval required to purchase this item No anyone can buy it cowtinue vo step 3 1 Images and Appearance a To display an image of the item for customers to see type the URL that
46. ted and updated type in the retrieval subprogram or the audit update subprogram Note Only one subprogram can be entered 11 Ifa subprogram name is entered check the fields that TXShop should send to the subprogram 12 At the bottom of the page click Add to add the new order customization or click Return to Customizations Menu to return to the customizations menu without making updates d Shopper Customization All customizations added here appear on the shopper profile page 1 Choose where how and in what order this customization will appear Select top or bottom of the page The sequence number determines the order in which the customization will appear when there is more than one on the page 2 Choose who may view the customization This feature is not yet available 3 Choose how the customer should input information Choices are by text box radio button pull down menu or no user input 4 Field Name Give the customization a name if input is being requested 5 Field Length If getting input via text box this represents the maximum number of characters the user may enter If getting input via radio button or pull down menu this represents the number of characters in the longest button or menu choice The maximum allowed is 60 characters If input is not allowed make sure this is set to O zero 6 Description Enter the text as it should appear on the page 7 Text appearance Choose the font size and color for th
47. the store s home page below the home page image B Maintain Departmental I nformation Maintain important departmental information about the store 1 Edit the URL of the departmental home page to allow customers to navigate to it from the About Us page Your shopping cart is empty Text for departmental homepage link The Department of Obscure Information Please choose a category This store has been created as an example of the different pages you need to fill out in creating and ni a stort TXShop d in TX 2 Edit the text for the departmental home page link This text also appears above the store title on the About Us page the store home page the category page s and the subcategory page s 60 characters max 3 Edit the URL of the Customer Service page if one has been created There are two methods for creating this page A separate HTML page can be created or the Create Customer Service page feature can be used Section I1 2 F to generate HTML script from plain text 4 Edit store administrator s contact information including address city state zip code UT mail code telephone and fax 5 Edit the departmental e mail address that appears on the About Us page 6 Select whether or not TXShop should send an e mail notification to the departmental e mail address for every order placed in the store Only one e mail address can be used 7 Select the payment methods accepted in the store credit
48. ther new items The parent item s Item Id must be entered in the Item Parent Id field e Existing items can be uploaded but be aware that not all fields may be modified e Any field that is not required may be left blank e Definitions see the second column on the upload help page table refer to the required format for that field e A refers to alphanumeric fields letters numbers or symbols and N refers to numeric fields numbers only Each is followed by a number representing how many letters or numbers the field allows e Alphanumeric fields may be letters numbers or symbols but numeric fields may only hold numbers e Further examples may be found at the bottom of the upload help page e Double quotes that are included in the description fields will be replaced with the html equivalent of a double quote amp 34 This will add an extra five characters to the length of the field e f you would like to see an example upload comma delimited file go to the upload help page and click here below the last bullet item This file would have to be saved as a comma delimited file before uploading in order to work properly 11 2 Store Features A Maintain Storefront 1 Update Your Store s Appearance a Update the store s appearance by choosing a color scheme and logo TXShop accesses the store s logo by connecting to the image via the web address URL provided The image itself must be 65 by 65 pixels in size and should b
49. tured item and how the submission process works For more information contact the TXShop Stewards by e mail at txshop info utlists utexas edu 11 3 Order Maintenance A Search Orders by Selected Criteria TXShop Administrative User s Manual 32 Order Search Search with the following Criteria User defined ke y Order Status of Iv Payment Methodof vl Date Range from 127 12011 Search by Order Number Search by Purchase Order Number Search orders by date range order status payment method user defined key order number or purchase order number Note this is NOT a POINT Plus PO number a To search within a date range enter a starting date an ending date or both Leaving date fields blank results in a search of all dates b Search for all order statuses by selecting All from the order status drop down menu other options include deposited declined pending pending IDT incomplete cancelled and completed 32 TXShop Administrative User s Manual Selection of Download Report Fields select all fields in all categories El onder Information E orders tatus O Order Date o Order Number C extemal Key E Order Checkout Method o User ID C Puichser ID C Total Onder Tax Total Order Shipping Total Additional Shipping Amount Total Order Discount E Total Order Tax Deductible Amount Amount of Payment 1 Onder Cusipmizations o Order Cus tom Name op Order Cus tom Descri
Download Pdf Manuals
Related Search