Tradingeye® Help Manual
Contents
1. Sear and sort them as you wish Simply click on Add New Custom Counts Cony Mengine Bigrup Cetais Customer and enter their information You can find Bsc pt Fe art rue Tyne and Wear Linked kingdom HTML capiam ita ireanii Tuta specific customers by using the Search feature or by finding their last name in the database list Postage amp Packing The Postage amp Packing section allows you to customise the postage options for your customers Included in the options are Flat Rate Postage Allows you to set a flat rate for postage no matter what product is being shipped Percentage Postage This option allows you to set the postage cost as a percentage of the retail price and the base rate 3 Posisge A Poking aL Sra reta a manita Cirio Per Item Postage Allows you to set the rate depending on how many items are bought from your site You could for example set your first item charge is 5 00 S Mola so od er or ee and each additional item is set to 1 00 D p rape change e tem be Postage Codes Allows you to input a separate postage umi a A E ies cost for each individual product E emia akha e E Postage Ranges Allows you to set postage ranges i FA mes one item ig DUIS dependant the on the prices of products bought Default Highest Allows the postage to default to the F Setup special rates whioh user can select dua highest delivery charge if more than one item is fear eae pu rchased coa Fre2. This is where you set up the text throughout your site Included in the Text Area section are headers index body Member Points details and the shopping basket header To make your site more efficient you need to define each text area as clearly as possible The Index Body is the content for your homepage and it can handle text HTML or cascading style sheets CSS These sections are where you create the content for your shop To set the Text Areas Set all global text details in this section such as a welcome note information on member points accessibility etc e Under the Admin section in the left hand Tent aren Dieron menu click on Shop Settings then click on the toon Body content foe the barnes page Text Areas link Select the relevant link to edit Pierre Susteren memba rales parry information each specific text area in turn Simply input boos baby shirt Fobbe pose lr stata rent and edit the text with the built in text editor picada dl and click the Update button to save dpivision com Ltd Studio 3 The Old Post Office 5 Pink Lane Newcastle upon Tyne NE1 5DW tel 44 0 191 230 1048 info dpivision com www dpivision com Feature Settings There are special features you can set up within Tradingeye to offer your customers Within Feature Settings you can turn on Member Points and set up the parameters for them You can also enable Inventory Tracking Customer Reviews and a Wish List feature To set up the Shop Fe
3. Basically packages are virtual products that have a special price that then have other real products associated with them Packages can be used in conjunction with Standard Options only not Custom Options Menu Builder The Menu Builder allows you to create menu links in your left hand navigation or where ever you end up IDE ADA putting it These are not department links but specific AS links that have been created manually through the builder Apply changes These links can consist of department product or content pages built inside of Tradingeye They can also be external links away from your site or outside of the Tradingeye framework Examples Menu Item uses Internal Link Create a content page in the Shop Builder such as Pricing then copy the website link for that product page preview the page just created then copy amp paste the URL and use it for the link in the menu builder External Link One example would be banner ad code from an advertising affiliate Another would be a separate application such as an online forum or guestbook Take the link to the online forum and paste it into the menu builder editor we can supply Online Forums please ask for details You can also add images to your links instead of text Another option is to add extra HTML JavaScript to your menu items If you want to popup a new window when the link is clicked just add the attribute target _blank to the html
4. Switch between the admin and shop front and logout of the admin section Builder Department product and content options Orders Order customer and accounts details Phi tel Marketing Email campaigns promotions and shop reports Admin Shop settings security and product importer Modules optional Optional Quickbooks ACT Sage Line 50 links etc The main window will show your current selection i e where you currently are in the console For example select Menu Builder and the Menu Builder page will load into the main window dpivision com Ltd Studio 3 The Old Post Office 5 Pink Lane Newcastle upon Tyne NE1 5DW tel 44 0 191 230 1048 info dpivision com www dpivision com 2 Managing Your Settings Tradingeye allows you to be in control of every aspect of your shop The first thing you need to do to get started is to set up the login details for the different users of your shop Then we can look at the parameters of your shop which include everything from your shop name to how you want your shopping basket to function Setting Up Users You now are logged into the Admin area of your website where you can control the operation and functionality of your online shop Depending on how many people will be accessing this section and what they will be doing here we need to set up the relevant user accounts This will determine who will be allowed to access certain parts of the admin section and what they wi
5. dpivision com Ltd Studio 3 The Old Post Office 5 Pink Lane Newcastle upon Tyne NE1 5DW tel 44 0 191 230 1048 info dpivision com www dpivision com Shop Settings In the Shop Settings section we can set our Company s contact information any promotional offers offer Sata po optional a member points scheme customer reviews par niocmai Coman nami m and or wish list feature We can also set how our shop E PET runs i e how to accept payments our payment ESO piya kenna gateway and how orders are processed This section is A EE oe vital in setting up how we run our shop and care must be taken to ensure the details on here are entered correctly Company Information This is pretty straightforward within this page you simply enter the information for your company If there is information you don t want to appear on your shop simply leave the appropriate areas blank ip E Ceapan lets mali n To set the Company Information Enter your company information into this section and all parts of your site referring to your contact details address email etc will be automatically updated ne e Under Admin click on Shop Settings in the left hand menu eer United Kingdom as then click on the Company Information link e Enter the name of your shop and your company details into the appropriate boxes and click the Update Company button at the bottom of the page to save the information pta poor Text Areas
6. Build Option e Fill in the option names or descriptions for each item any added costs and any stock control details and click Create Option e This option will now be available in the Standard Options list and can now be attached to your product s Custom Options give you even greater power over adding D E cuan Option Heelers additional features to your products Choices are basically bas aer ie ia additional form fields that are added to a product that can do Feld naires Ai epas many various functions Duacnpoon Pere af Form tas ld Quentty bow There are many different types of things you can use the Choice inca O Builder for here are a few suggestions a ad E e The user can enter a personalized message such as a BANE nf name on an embroidered shirt Fras m e A Personal Message on a card or message on a cake aE E e Special requests or instructions from a customer sia DoE e Add quantity boxes for size colour or any other choice Thus the customer can order 2 smalls 4 reds and 1 mea blue e List optional accessory items such as gloves and hats The list goes on and you can be as creative as you like The various form types are input text area quantity box and checkboxes To build a choice go into the Choice Builder and click Add New Choice Then fill out the form making sure that the Form Field Name has no spaces If you are using the inventory feature this will be an inventoried item Custom op
7. By default Tradingeye is set to focus on updating your home page first of all The Shop Builder is split into three sections Current Department Home Page This box is used to set up a hierarchy of additional departments and sub departments within your shop much like a department store Add Product to Home Page This gives us the option to attach specific products to our home page to promote them further in a Featured Products spotlight Add Article to Home Page Here we can add text image content pages to our home page for example latest updates news company information etc The Departments Structure Apply changea HP Aid pro de Hiini lage M6 Bad ecticis ta Hame Paga W Auroran micia Just like high street shops have different departments so will your website If you sell only one type of product no problem You can build one department or one thousand as many as you need Once you open your Shop Builder it is automatically set up to build your homepage Within this page are three boxes that control all the information on your homepage The first box is for setting up your departments the second box is for setting up special products that you d like to feature on your shop homepage as Featured Products and the third is for content pages such as articles news items and such like dpivision com Ltd Studio 3 The Old Post Office 5 Pink Lane Newcastle upon Tyne NE1 5DW tel 44 0
8. code for the link The link will then open up in a new window dpivision com Ltd Studio 3 The Old Post Office 5 Pink Lane Newcastle upon Tyne NE1 5DW tel 44 0 191 230 1048 info dpivision com www dpivision com 4 Order Settings Tradingeye offers one of the most efficient shopping CEC baskets available The shopping basket is completely W mans tum customisable and allows your customers to checkout o yee nomite Presea in three quick easy steps Tradingeye gives you Sort mvaa bp necios F stars Naw T dee Ome Bort several options that you can offer your customers alan IA Tead Stan a a parte order iD fends feared Order Manager The Order Manager is a powerful management tool for your company With this you can keep track of every order placed through your shop You can choose to list them by Invoice Order Date City etc and you can also check back ordered products new orders etc With the Order Manager you can sort the orders any way you want to fit your organisational needs Once you have checked the orders you want to view you can check either DESC descending order or ASC ascending order to view them You also have the option of using the Search feature to find a specific order Customer Manager Keeping a database of your customers is imperative to Pon n AE good customer relations The Customer Manager Lee located under Orders lets you input customer details shed ost by Costniepe 2
9. depending on how many items are bought from your site Example Your first item charge is 5 00 and each additional item is set to 1 00 and your customer purchases three items They are charged 7 00 5 00 1 00 1 00 If they purchase one item they are charged 5 00 Percentage Postage Allows you to set the postage rate by the price of the product This option allows you to enter the cost percentage and the base cost for postage inexpensive items dpivision com Ltd Studio 3 The Old Post Office 5 Pink Lane Newcastle upon Tyne NE1 5DW tel 44 0 191 230 1048 info dpivision com www dpivision com Product Importer The product importer allows you to import products from a text csv file This text file needs to be some sort of delimited list one row per product text file Product Packages Tradingeye allows you to combine multiple products into one product to create a product kit package Quick Sort This utilises the Item Sorter which lists the departments and sub departments within your shop If you want to move one click on it and use the up or down arrows to the right to move them into the order you want within your list Real time Processing Real time Processing refers to a certain type of credit card processing Tradingeye allows you the option of using different popular Real time Processing types Others are available on demand Report Generator This is an important tool for day to day management of your
10. for your customer s purchases Within the Gift Wrap section you can modify different settings to customise your gift wrapping options HMTL QuickTips Within most areas of Tradingeye there are HTML QuickTips This is a small popup window you can open that gives a quick reference to HTML code dpivision com Ltd Studio 3 The Old Post Office 5 Pink Lane Newcastle upon Tyne NE1 5DW tel 44 0 191 230 1048 info dpivision com www dpivision com Item Sorter The Item Sorter lists the departments and sub departments within your shop If you want to move one click on it and use the up or down arrows to the right to move them into the order you want within your list Keywords These are extremely important to achieve a dynamic website Pick keywords that you believe your customers would use for bringing up exactly what they want These are also used to input into search engines to drive traffic to your site Email Campaigns The mailroom is a very powerful way to keep in touch with your customers and keep them coming back into your store to purchase more products Creating a new campaign lets you build an email campaign This email campaign will consist of an Email Subject Source ID HTML and Text email content Meta Description The Meta Description is text similar to your Short Descriptions The difference is that your Meta Descriptions will be used for search engines so you should use a lot of keywords in it Member Points Membe
11. online shop In this section you can access and print off Daily Sales Reports order Reports by Date and an Inventory Report Postage Builder This allows you to set up the postage options for your customers Postage Codes Allows you to input a postage cost for individual products For each product you enter a different postage code and the shopping basket automatically reads the code and the product s postage cost Postage Ranges Allows you to set postage ranges on prices of products bought Example If someone bought 50 100 worth of product they have 14 of postage Shop Settings This section allows you to setup a lot of the base information needed to build your shop Within this section you can input Company Information Feature Settings and much more Shopping Basket The shopping basket can be customised to suit any company s needs Within the shopping basket settings page you can set up the parameters to fit the needs of your customers Short Description This is where you put in a short description of your department For example if you have a footwear department you might enter Shoes for all Walks of Life as the short description for your footwear department Special Postage This allows you to add special postage options not provided by UPS These postage rates are for speeding up postage For example Royal Mail and much more Stock Report This feature within the Report Generator lets you know how much inventory yo
12. preferences dpivision com Ltd Studio 3 The Old Post Office 5 Pink Lane Newcastle upon Tyne NE1 5DW tel 44 0 191 230 1048 info dpivision com www dpivision com 3 Building Your online Shop The Shop Builder In this next section we cover how to arrange and populate your shop using the Shop Builder The Shop Builder is essentially the front page of your online store In this section we can set up departments sub departments and create the actual content of our website This is the centre of the Tradingeye Shop admin where you build and manage your shop The Shop Builder can be found in the left navigation bar under Builder Just like in real high street shops your shop should be comprised of departments and sub departments Once this department structure has been set up then we can start populating the shop with our products and content pages Tradingeye is built so you can easily add products to any page of your website Once products are entered you can quickly move them throughout your shop The first step in building your online catalogue is to set up your hierarchy of departments Tradingeye allows you to set up as many departments example Apparel Footwear and sub departments Men s Shirts Women s Shirts as you need Your website can be as in depth as you want the software is capable of handling anything from the smallest of online shops to the most complex of e commerce sites with massive product bases
13. 191 230 1048 info dpivision com www dpivision com Creating Departments In the top box click on Add Department to the right of the box header This opens the page where you will input department information e Department Title Simply the name of the type of product within this department for example Menswear kaoti capacitan e Select a Site Layout The general look and feel of your 7 site customisations are available on demand This tool Eto is used for example if you wanted a blue shop for Men s ce A Pq Pe Clothing and a pink shop for Women s Clothing You could also have different departments in your shop that look different to each other e Select a Template layout for what you are creating aaran larie fos Haparimart tthe The Tradingeye Shop offers many templates to use Mete descriotian and you simply pick the one that best fits your shop s pi needs For example if you want a content page you cpanel Ear lala reise would pick content cfm _ iaa e OLO Content Page A NT ies content cfm Department department cfm M a Elio il 108 A A pS E E Foma NA E Department amp product list department_multi_productlist cfm Product product cfm Product Kit group of products sold as one product_kit cfm e Images There are three different types of pictures you aes _feitdeparie Image A thumbnails seen throughout the site Image B regular sized pictures seen on
14. There are three different types of site promotions you can offer your customers Flat Discounts Discount Ranges and Free Postage For Flat Discounts you fill in the Minimum Basket Total lowest amount someone can purchase and still get the discount then input the discount percentage start date and end date Discounts Ranges works off of the basket total You Seer as type in the description for example spend over wail ir EEREN one hundred pounds get 10 off the basket ALEA A emer 6 Bill total and the discount percentage These usually MA En E AI E SA work by offering your customers a better discount rh atta nme thier de for higher purchase amounts i aha SO ee ee ee ee E O The third promotion you can offer your customers is a ere ee Y Free Postage The free postage promotion is based on the total of the customers shopping basket If you set the value to 100 00 the customer s shopping basket must exceed 100 00 to receive free default postage This does not affect expedited postage site tools For your gift seeking customers you can allow your customers to purchase gift certificates through the Tradingeye Shop In the Gift Certificate Builder click Add New Gift Certificate Within this editor you type in the numeric amount of the certificate and a Manual Certificate Code If you already have gift certificates and wish to use their sequence numbers place the certificate id in the manual code field Otherwise the Tra
15. Tradingeye Help Manual Set up configure and maintain your online shop Contents Understanding the Tradingeye interface sas 1 eI T e A nn EE o Ie 2 Seca UDS US arras ii a A io Zol o nn gt E EE 2 2 COMPANY MOMA COM 2 3 TCA a e EA E E E A E E E E A EOE 2 4 FSatute es cinan e naaa E eee E A E err tT veer rte 2 5 order SeN Sri isa 2 6 ola eres ps gt A se ce tinc es EAE E E E E weawlnca co A O T E OEA E ET 3 o A E EE mo E E Pe 3 1 TM DEPUN NE SU US ad da 3 2 creating Department sveicverevetocsvavevoruvneeterciactiorntnecncen retioruravatecdiacaleretnecmncen EA ETATEN 3 3 Creating and Arranging SuUbD Departments escarceos 3 4 Standard amp CUStOM OPHON Scotia coi 3 5 Product Packages Builder ssussusssnnsnnnnsnnnnannnnsnnnusennnnannnnnnnnnsnnnnannnnssnnnnannnnnnnnnsnnnnnnnnnnsnnnnannnnnnnnnnnn 3 6 Men BUS sai E E E E E oido 3 7 Er SOLOS aa E E E S 4 order Mandader mirra aa aE O E E EOE E E EEE 4 1 Customer Manada a A dd ad rc lc 4 2 POStage Packard dicootia 4 3 Clee deals o ts ee en tn en nnn E nee en ert nn re nee A ee ee errr 4 4 Eo ccs E EA A E EE E A T A E E A E A AA E E E TT 4 5 os a a uhodedetumeracaanaeseetauntnnaias 4 6 7a 6 a A A E E 5 O RO 5 EMal Ca Ea E cues E E E E A E E A E E E E E E E E 5 1 ero en O EEE APP 5 2 Produc TANDO dido 5 3 File Manada ico oras 5 4 RODE A E EE Po o EF OOO OE e 5 5 E np y ENE A A o o oo o E E E T 6 dpivision com Ltd Studio 3 The Old Post Office 5 Pink Lane Newcastle upon T
16. atures Tradingeye offers an optional Member Points scheme allowing users to accumulate points for items purchased through the store These points can be redeemed as a discount against products bought on the customer s next purchase Also available in this section is an optional wish list feature as well as a customer review facility e Under the Admin section in the left hand menu go to Shop Settings and click on the Feature Settings link to access this area s options e Check the Enable Stock Control checkbox to apply the inventory tracking feature By selecting this Tradingeye will track inventory for all products across your website 3 Feature Settings e The Customer Review feature enables customers to post Enable tree navigation menu style E reviews about products shown alongside each product in the online shop Administrators have to ability to delete Enable stock control a inappropriate posts Enable customer reviews g e The Wish List feature allows users to log in and keep track of their desired items within the website with the ability to email Enable wish list E this list to friends and family Use the checkbox to toggle this feature on and off Enable gift wrapping z e Use the Offer Member Points checkbox to toggle this feature Offer newsletter signup a off and on The more points a customer accumulates the higher their discount will be To configure these settings from Offer member points the main navigation me
17. dingeye Shop will create a sequential code for you if left blank For organisational purposes it is best to input your own number so you and your customers can keep track of your gift certificates Many e commerce companies offer discounts to certain groups or as promotional offers In Discounts Codes you input a discount code that that customers use in the shopping basket when they check out Below that you input the discount value the start date and end date dpivision com Ltd Studio 3 The Old Post Office 5 Pink Lane Newcastle upon Tyne NE1 5DW tel 44 0 191 230 1048 info dpivision com www dpivision com Site Tools Email Campaigns The Email Campaigns section is a very powerful way to Sail Udo Lo das Hats are iaa keep in touch with your customers and keep them Sd A Kal coming back into your shop to purchase more o products Selecting the Create New Campaign option lets you build an e mail campaign This e mail campaign will consist of an E mail Subject Source ID HTML and Text e mail content The Source ID SID is a source id is an identifier that allows you to track the success of your e mail campaign Each link in your email that is sent out must contain the source id value Dracardo tured Example http www domain com site product cfm id xxx amp sid SOURCEIDCODE sid is a URL parameter that is passed through a URL string that the Tradingeye Shop parses and kicks into the shopping basket for processin
18. eh Postage by weight Allows you to set up postage by weight calculation factor dpivision com Ltd Studio 3 The Old Post Office 5 Pink Lane Newcastle upon Tyne NE1 5DW tel 44 0 191 230 1048 info dpivision com www dpivision com Special Rates This allows you to add special postage options not provided by UPS These postage rates are for speeding up postage For example First Class Royal Mail Parcel Force and many others No Postage Will not charge the customer extra for shipping dpivision com Ltd Studio 3 The Old Post Office 5 Pink Lane Newcastle upon Tyne NE1 5DW tel 44 0 191 230 1048 info dpivision com www dpivision com Gift Wrapping If you want to offer Gift Wrapping to your customers you can set up your gift wrapping options with this module The Gift Wrapping module allows you to add a title Fil Fra FT bi j brief description additional price and small large Aran images When a customer adds a product to the gt shopping basket they can specify a gift wrap for each LAgpty changes line item in their basket si Tri imu gas Precs Inid Ede Cil mita Taxes Tradingeye allows you to input different taxes for countries The present default is set at 0 00 and to modify them simply click on Taxes and input the appropriate country tax e g 0 17500 for 17 5 Promotions Within the Promotions section found under Settings you can set up special promotional sales for your customers
19. g sourceIDcode is the id value that you choose to identify your campaign Once an order is placed using a SID value it is stored in the database for future reference and appears in the customers invoice Lead Groups are a great way to target your customers To create a lead group you must select a number of products that match the criteria of the customers you are interested in sending an e mail to Once it s created the system will find all of your customers who have purchased the selected products within the date range you specified and create a listing of those customers You can then specify that lead list in your e mail campaign to send a special e mail to those customers Suppliers This feature allows you to input and manage your manufacturers of the products you sell To add new manufacturers simply click the Add New Supplier text and enter the information for your manufacturer You can also input manufacturer logos which will then automatically show up on the product pages of their products The list automatically sorts by alphabetic order but you can find a specific manufacturer by using the Search feature Product Importer The product importer allows you to import products from a text csv file This text file needs to be some sort of delimited list one row per product text file There is a select list of available attributes that can be tailored to match your import File Manager The File Manager is for experienced HTML a
20. lder to the women s department and click ia Associate Item in the product area This will bring up a module pene to go and find the product then associate that object with the view tama aci imie women s department Once you save your changes the t shirt E rT MARA will now be shown in both the men s and women s departments This is a simple method of cross selling your Lar brida rine arms products dpivision com Ltd Studio 3 The Old Post Office 5 Pink Lane Newcastle upon Tyne NE1 5DW tel 44 0 191 230 1048 info dpivision com www dpivision com Standard amp Custom Options SH amad Opinas Ade miau aiian The Product Options section allows you to use many different options with your products For example If you sell clothing you can use the builder to create a list of different size or colour options for your customers to pick from The option builder is an extremely powerful tool to enhance your shop as its uses are endless Standard Options give you the ability to have multiple choices for a single product An example of this is T shirt bescriptiar sizes where you would have the option of choosing Small r ls medium Large and Extra Large when buying the item E AS ST q e Click on Product Options Under the Builder section to access this module e Click on the Add New Option link to set up a new 3 o oO Standard Option credo opion e Enter the number of items for the option and click
21. ll be allowed to change For example if one member of staff is solely responsible for Advertising amp Promotion then there is no need for him her to access the VAT Tax area so for safety and security reasons this option should be disabled for this user You will automatically receive one master login account with Administrator privileges This user will have access to every aspect of the shop and can be responsible for setting new users up and retrieving lost password information for existing users It is important to edit these login details to make them something more personalised and memorable for security reasons To set up a new user e Once logged in to the admin section click on ao Pe thei ar the Admin Login option in the left hand menu ria a URETA ORAR ap ee under Admin as Sqruc da Dale erro I apt Wer found e Click on Add New User Input the new user s login details in the appropriate boxes and check the boxes below according to what areas of the admin section this user should be granted access to e Click the Set User Account button to enter this user into the system t Hele A fa fs F El Pacer Cet Cars Once all users have been set up the administrator can pa delete the default user from this list by clicking on the ESTA corresponding Delete link Security Note Passwords are best kept to something memorable and should be a combination of both words and numbers
22. nd Cold Fusion developers only It allows you to edit delete certain files directly from within the admin without the use of FTP It could also be used to upload images etc This tool should be used with great care as changing these files could affect the running of your shop Reports This is an important tool for day to day management of your online shop From here you can access and print off Daily Sales Reports order Reports by Date and an Inventory Report dpivision com Ltd Studio 3 The Old Post Office 5 Pink Lane Newcastle upon Tyne NE1 5DW tel 44 0 191 230 1048 info dpivision com www dpivision com Glossary Add New Manufacturer To keep your database of manufacturers organised Tradingeye has a section that allows you the ability to quickly add new manufacturers to your system Attach The Attach feature is a very powerful tool in Tradingeye It allows you to attach objects departments products or content to and from other places in your shop This doesn t duplicate the object but rather creates a stub record in the location that it attaches the object to Builder The Builder area gives you to access your Shop Menu Product Options and Product Package Builders which allow you to create your departments sub departments and products Shop Builder The Shop builder creates the flow of your site This is where you build and manage your online shop Within the Shop Builder you can set up your departments sub de
23. nu under Marketing select Promotions and then select Member points e The Member Point Value relates to the value of each point awarded per 1 00 spent in the store For example if this is set to 5 then for every 1 00 spent in the store the customer will receive 5 points e Set the Member Point Calculation to determine how the points will be converted into monetary discount For example if a customer has 1 000 points and this point calculation is set to 0 05 5 then the customer has accrued 50 00 worth of discount 1000 x 0 05 50 Once you are satisfied with your settings click the Update Settings button to save your preferences dpivision com Ltd Studio 3 The Old Post Office 5 Pink Lane Newcastle upon Tyne NE1 5DW tel 44 0 191 230 1048 info dpivision com www dpivision com Order Settings The shopping basket can be customised to set up the parameters for your customers orders To specify the Order settings This area determines how the back end of your shop will function e how payments will be dealt with will gift wrapping be available and whether an email list signup be offered Access this section via the General Settings link Postage Method Enter the description of the default postage method if your customer selects none Example Royal mail First class Item Price Kg Enter the item weight per Kg from which your postage will be calculated Order E mail Address When a cust
24. o Update settings for your products check this box You will need to add various methods of gift wrapping to your system To add gift wrapping options choose Gift Wrapping under the Basket Tools section These gift wrapping options are available through the shopping basket as optional Offer Newsletter Signup If you wish to offer your customers the ability to sign up to receive e mails from you as they checkout check this box Payment Types Tradingeye offers many different options for you to set up for your customers Simply check the types you can offer your customers If you don t offer COD simply leave 0 00 in the box Accept Credit Cards If you have the credit card option checked in the Payment Types you simply check the credit cards you wish to accept dpivision com Ltd Studio 3 The Old Post Office 5 Pink Lane Newcastle upon Tyne NE1 5DW tel 44 0 191 230 1048 info dpivision com www dpivision com e Real time Processing If you are going to accept credit cards and want to bill their card with real time processing select the payment gateway that you are currently setup with Tradingeye is compatible with the following real time processors Protx VSP Direct Securetrading st VeriSign PayFlow Pro Authorize Net Shift4 On The Net and PayPal Other payment processors are available on demand Once you are happy with the settings in this section click the Update Basket Settings button to save these
25. o bring up a page just like the one you just used to build your main department Simply fill in the information and you ve got a sub department set up The departments and sub departments will be arranged just like your finished shop will Once you have all your departments sub departments and products inputted into the Tradingeye Shop you can quickly change them around if you decide to rearrange your shop Within the Shop Builder and on your department page towards the bottom of the section you ll find a link that says Order List Click this to load in the Item Sorter The Item Sorter lists the paa casi departments and sub departments within your shop If you want APARA AS ue cr to move one click on it and use the up or down arrows to the right to move them into the order you want within your list Pe ee Associate Objects The Associate Objects feature is a very powerful tool that makes site building and maintenance quick and ee easy It allows you to attach objects departments products or Apply al chengas content from other places in your site This doesn t duplicate the be object but rather creates an instance in the location that you attach the object to Change Bci e arras teat Example You have a t shirt in the men s department and you wish to have the same t shirt in the women s department To Cepertrre nz HAS attach the t shirt product into the women s you would navigate rima pos in the Shop Bui
26. omer places an order the notification will be sent to the e mail address you supply here Contact E mail Address If you want to set up a contact for your customers to find information about your products or company this is where you input that e mail address It can be separate from your order e mail address or the same The default site layout provides this e mail address on the footer of the page Wireless E mail Address If you have a mobile phone or PDA with wireless e mail capabilities you can enter it to receive order information while you re away from your computer The e mail sent is formatted with minimal text and styling to display specifically for handheld devices Enable Delivery Address This option is automatically checked as most companies allow their products to be shipped to an address different than the billing address If your shop requires the billing address and the delivery address to be the same uncheck this box Enable Gift Wrapping If you offer the gift wrapping add on D 6 Order Settings Enable delivery address C Order email address Contact email address Wireless email address Postage Title R R P Text VAT Tax Name Credit cards O Credit Cards over the phone E Electronic funds transfer r Cheque W Cash on delivery Accepted credit debit cards Visa Visa Delta Visa Electron Mastercard American Express Dinners Club Solo Switch OV OF ON OR OF OF 0404 0 Maestr
27. partments and products Admin Security This section allows you to add other personnel to your website administration Within this admin you can set restrictions on the areas that they can edit and manipulate Customer Manager Keeping a database of your customers is imperative to good customer relations The Customer Manager allows you to input customers and sort them how you wish This feature allows you to keep a database of your customers Default Postage Description of the default postage method if none are chosen by your customer Departments Just like high street shops have different sections so will your online shop These departments consist of the different types of products that you carry For example Footwear Jackets Trousers etc Discounts Tradingeye allows you the ability to offer discounts at certain times that customers can access with the discount code Feature Settings There are special features that you can set up in Tradingeye up to offer your customers Within Feature Settings you can turn on Member Points and set up the parameters for them You can also enable Inventory Tracking Customer Reviews and a Wish List feature Flat Rate Postage Within the Postage Builder section you can set up many different postage options for your customers Flat Rate Postage allows you to set a flat rate for postage no matter what product is being shipped Gift Wrapping Tradingeye allows you the ability to set up gift wrapping
28. r points are special points given to customers for buying certain amounts of product For example If a customer bought 150 worth of product you might give them 15 member points worth 1 50 Customers can build up on Member Points that are redeemable in the future The percentage and formula for the points is completely customisable On Off This allows you to turn on departments as soon as you create them Option Builder The choice builder gives you great power over adding additional features to your products Standard and Custom Choices are basically additional form fields that are added to a product that can do many various functions Order E Mail Address This is the e mail address you want your order e mails to go to When a customer places an order the notification goes to the e mail address you supply in this section Order Manager The Order Manager allows you to keep track of all your orders With the Order Manager you can keep track of every order placed through your shop You can choose to list them by invoice order date city and much more Page Content You can use HTML CFML or style sheets to input content in the Page Content section You can also simply type in your content Payment Types Tradingeye gives you the ability to utilize a variety of different payment types Within this section you simply check the payment types that are suited for your online business Per Item Postage This allows you to set the rate
29. s is where you enter a short description of your department For example if you have a Footwear department you might enter Shoes for all Walks of Life as the short description for your footwear department e Long Description You can use HTML CFM or style sheets to input content in the Long Description section You can also simply type in your content using the built in text editor The content you place in this area should include information about the department you just created Note For HTML users the Tradingeye Shop provides HTML Quicktips Click on the question mark to the left of the Page Content box and a small pop up window will appear providing a quick reference guide to HTML code e Click on Add Department and you re ready to move on to the next steps dpivision com Ltd Studio 3 The Old Post Office 5 Pink Lane Newcastle upon Tyne NE1 5DW tel 44 0 191 230 1048 info dpivision com www dpivision com Creating and Arranging Sub Departments Adding sub departments is very important if you have a variety of products to sell on your shop If you carry footwear this is where you can add different sub departments such as men s footwear women s footwear etc Arranging your shop in a logical and intuitive manner will aid your customers in finding exactly what they are looking for quickly and easily Once you ve built a main department go back to the Shop Builder and click on the name of the department you just built t
30. the product page Image C detail or close up large pictures To upload images simply click on Browse and select the appropriate picture off your hard drive please remember to compress your images and convert them to 72 dpi before uploading them e Filename URL By default Tradingeye uses the product s title as the filename This can be changed to whatever you like and is very good for search engine optimization e Meta Title The Meta Title is used for search engines so the text should be short and to the point e Meta Description The Meta Description is text similar to your Short Descriptions The difference is that your Meta Descriptions will be used for search engines so the text should include a lot of keywords e Keywords These are extremely important to achieve a dynamic website Pick keywords that you believe your customers would use for bringing up exactly what they want These are also used for search engines to drive traffic to your site dpivision com Ltd Studio 3 The Old Post Office 5 Pink Lane Newcastle upon Tyne NE1 5DW tel 44 0 191 230 1048 info dpivision com www dpivision com Note If you intend on selling a large inventory of products you don t want your keywords to be generic Be as specific as possible so your customers won t be lost when their keyword searches bring up many options e On Off This allows you to turn this department on as soon as you create it e Short Description Thi
31. tions are attached to products in the same way as Standard Options Additional pricing will add price X quantity to the shopper s orders Images will display small by the choice in the shop dpivision com Ltd Studio 3 The Old Post Office 5 Pink Lane Newcastle upon Tyne NE1 5DW tel 44 0 191 230 1048 info dpivision com www dpivision com Product Packages Builder fi E Predees achages LLENAR sabia Lec iergue Tradingeye allows you to build product packages to Eme offer your customers A kit is a group of like products Scan laa Maa that you sell as a package such as a hamper ora starter pack of some description Li HA mii E 4 Arts rats ba Ed Pa a lo D Peon nds Miira Example If you sell outdoor recreational gear you might put a fishing rod reel and tackle box together to create The Angler s Kit The options are endless and all depend on the products you carry To build your kits click on Product Packages under the Builder menu and then click on Create New Package The first screen you come to allows you to access your departments and pick the products which must be previously select dep aetrient died nia created that will form the basis of your kit Once you find the Home Fagu product you need select it and click on Build Package This will then take you to a similar screen that lets you access ploy departments again to start adding products to your kit peer Bula package
32. u have of a specific product Templates layouts of information Templates are set forms that you can input information into Tradingeye offers several templates simply pick the one that best fits your website s needs For example if you want your website to content driven you would pick the content cfm template Other templates can be created for you by dpivision com as requested dpivision com Ltd Studio 3 The Old Post Office 5 Pink Lane Newcastle upon Tyne NE1 5DW tel 44 0 191 230 1048 info dpivision com www dpivision com Text Areas This is where you set up the text throughout your shop Included in the Text Area are headers index homepage body content Member Points text and shopping basket header To make your site more efficient you need to define each text area as well as you can Suppliers Suppliers are the manufacturers of the products that you will sell on your shop Within Tradingeye there is a section where you can input manufacturer information Wireless E mail If you have a mobile phone with wireless e mail capabilities you can enter it to receive order information while you re away from your computer The e mail sent is formatted for mobile phones with minimal text dpivision com Ltd Studio 3 The Old Post Office 5 Pink Lane Newcastle upon Tyne NE1 5DW tel 44 0 191 230 1048 info dpivision com www dpivision com
33. yne NE1 5DW tel 44 0 191 230 1048 info dpivision com www dpivision com Tradingeye Shop User Handbook Welcome to Tradingeye the most versatile and user friendly shop builder available Tradingeye is completely customisable and can be modified to suit any purpose Both advanced users and complete beginners can use the system with the greatest of ease and minimum training To help you create the most efficient online shop possible we ve created this user manual that takes you through the steps of building your shop Since Tradingeye has many advanced capabilities these steps are just suggestions If you have the knowledge you can use the Tradingeye tools to create or enhance a more complex shop Understanding the Tradingeye interface After your website has been set up you will receive your default login ivt details To log in to your website first enter your website s URL into your preferred web browser followed by admin ee 1 E Example http www mywebsite com admin Login This will take you to the Admin login page for your site Enter your default username and password in to the appropriate boxes and click on the Login button The Tradingeye interface is split into 2 main sections The left hand menu houses the main options for customizing your shop Selecting an item from this menu will show its options in the main window Items in this menu are arranged in the following main sections o A Editor
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