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Administrator`s Guide (User Manual) - Sled

1. 50 Wishlist Lookup This is the main page for Wishlist functions users can view Wish Lists here A Specific Category You can link directly to a Category or Sub Category you have set up in your store A Specific Item You can link directly to a specific Item in your store Great for popular items or sale items Enter the Item Number as it appears on the item s page in the Admin URL You can link directly to any outside URL an outside web page Custom Page This will link directly to a custom page 51 DropDown Navigation Menu OOO OO OOOO The Shop includes a DropDown navigation menu powered by OpenCube s Infinite Menus The menu is tightly integrated with The Shop s category amp subcategory structure You can enable the menu in your Shop with just a few settings Manage Menu Before any links will appear in the menu system you will need to tell The Shop which Menu links should be part of the menu See Menu Links in the Admin To get the Drop Down effect you must make sure that one or more of your Parent Categories is setup under Menu Links and has DropDown toggled under the Type Colors The Admin has built in settings for colors below is a summary of the colors you can control Main Menu Background Color Background Color hover Border Color Text Color Text Color hover Sub Menu Background Color Background Color hover Border Color Text Color Te
2. 1 This is not to be confused with the Quantity the customer sees next to the Buy Now button when ordering on your shop There may be some situations where may want to change this however it s not recommended This number serves as the multiplier meaning this number is how the price adjustment is calculated This number is only seen by the customer if the quantity is above zero When the quantity is above zero this number will be shown on the Order receipt as a line item grouped with the main item being purchased This Quantity must be at least 1 if you plan to have a price adjustment enter zero if want it to be a simple non price related option Price Adjustment This setting allows you to lower or raise the price of the main item being purchased based on the options selected The Amount field is the amount that will be added or subtracted to the base price by base price we mean the main product item s Price and Sale Price Be sure you have an Add to Cart quantity of at least 1 for your option or the price adjustment will be zero the price adjustment is calculated by taking the Quantity of the main item being purchased that is the number shown next to the customer s Buy Now button and multiplying it by the option s Add to Cart Quantity which is not visible to the customer Weight Adjustment This setting allows you to lower or raise the weight of the main product item being purchased based on the options selec
3. 3 Disabled Reviews cannot be written or viewed NOTE Be sure to enter a reasonable Review Length which is the number of characters how long the review can be Approval Process As a precaution The Shop has a built in approval process for reviews This is to protect your storefront from displaying malicious or otherwise inappropriate content Choose Require Approval if you want to supervise any reviews written by your customers After a review is written the review will be put into a Pending status You will need to change the review status to Approved in order for the review to appear To check for new reviews just click on Customers then Reviews You can also see the reviews by their status from the product s page in the Admin click on the Reviews tab While there is a No approval option this is not recommended When selected all reviews will be displayed immediately with no supervision meaning anyone can post anything on your shop pages 12 Item Options Basic Options After you have created your primary item a normal item product in the shop with a Sku Item Number Once an item is initially saved you will see a new tab labeled Options Options are grouped together and can be in the form of Check Boxes Radio Buttons a Dropdown list or you can have Text Input Boxes where someone can type text to add comments to the purchase for example For each set of options you
4. QTY Left When this message is shown to the customer the text QTY will be replaced with the actual Quantity of the item Prevent Sale of Out of Stock Items By enabling this feature you can prevent a shopper from purchasing Out of Stock items The Add to Cart button will not appear when this button is checked Note that the Out of Stock Threshold number determines what qualifies as out of stock Use Pounds Ibs amp Ounces oz When this setting is checked all weights in The Shop amp the Admin will appear as pounds amp ounces two separate fields NOTE Weights are stored in The Shop s database as single decimal numbers in other words there is only one field in the database to represent the weight The actual weight entered as pounds and ounces is converted to a decimal for storage and calculation purposes This is by design and does not affect the accuracy of the weights 23 The Shop can be configured to handle an unlimited number of shipping methods or services aka carriers In other words you can present your customers with unlimited number different shipping choices There are two ways either create your own Custom Rates or provide real time rates direct from the Carrier UPS USPS FedEx etc Custom Rates For each service you create you can specify the shipping rate and how it is calculated the rate method Name This is the name of the shipping service how your customers will see it when selec
5. which enables the code 4 Your customer redeems it online during checkout by entering the GC code Purchase User Defined Values When this is enabled your customers will be able to specify any amount they wish when purchasing a Gift Certificate Specified Values When this is enabled you can specify the exact denominations available For example if your Gift Certificates are issue with specific values 25 50 100 etc Click Add Values to setup each denomination Gift Certificates purchased online are not immediately available for redemption After a Certificate is purchased in your storefront you must process the Certificate in the Admin see Redemption below Redemption To allow redemption of Gift Certificates GC you must first enable this function Before a Gift Certificate can be redeemed online it must be processed meaning the status must be updated in the Admin Certificate Code This is a unique code that is automatically generated when a GC is purchased online If you setup a GC in the Admin that was purchased offline be sure to always use unique numbers code During checkout to redeem the GC you customer will enter this Code in their shopping cart Status This represents the status of the GC New Just created is not available for Redemption yet Sent This indicates that you have sent the GC by mail or email and can now be used in the storefront Redeemed This means that the customer ha
6. This is where you would place your logo or company address and any other relevant information Order Footer The Order Footer field appears on the Order Summary or order view page This is where you would place return policies thank you messages or any other notes Affiliate User Agreement This appears 1st page of Affiliate Registration Affiliates will be presented with this agreement and will have to accept the terms of your agreement to continue with the registration Place your terms and conditions here 49 Menu Links Navigation amp Tabs You can create Menus and Links site navigation with the Menu Links functions You can create Menu Tabs which appear at the top of your site Links appear near the bottom as text links and you can create a Custom Menu that appears on pages you specify using the Page Layout functions Name This is the text that will appear on the Tab or Link try to keep these short as they can affect the look of your site Link Type Imenu Select this type if you wish to have this Menu item appear in the dynamic Imenu see Imenu section below Tab Tabs are the menu buttons near the top of the storefront between the Top Logo 8 Top Banner sections You can change the background or text color of the Tab under Default Colors If you want to use your own images instead of The Shop graphics select Use Image and enter the URL to your image Link When enabled a simple
7. Order Summary This function exports a summary of the orders for the date range specified It would contain all of the basic information about the orders Order Detail This function exports the Line Items it will create a file that will contain a separate record for each item purchased Customers This function exports a complete list of your customers this is useful if you want create mailing lists send bulk emails etc Also see Newsletter Opt in below Newsletter Opt In List This function exports a your customers that have opted to receive your newsletter or mailing See Newsletter Opt in section in this guide under Checkout Flow Only customers that have selected this option will be included in this export Affiliates This function exports a complete list of your affiliates this is useful if you want create mailing lists send bulk emails etc Google Base Froogle Data Feeds This export is designed to give you a starting point for you Google Froogle feeds Typically you would export this data then edit the file as needed then submit upload to Google Select Tab Delimited txt for a pre formatted Google Base data file or select CSV for an Excel type document then follow Google s documentation for editing formatting and uploading Go to base google com for more details 57 Google Analytics This feature allows you to quickly add Google Analytics to your shop without having to add any code Website
8. Profile Account Number First you must contact Google and sign up for Google Analytics They will provide you with an Analytics Account or Profile Number You should see this number in your Google account which usually looks something this UA 123456 1 This number is used to uniquely identify your website with Google Enabling Before turning on the Google Analytics feature be sure you have entered the correct Account or Profile number into The Shop Once you have enabled this feature you should begin to see tracking data about your shop pages in your Analytics account it can take days however for data to appear NOTE Your Web Developer is not affiliated with Google nor can we provide any guarantee this feature will always be supported by Google For assistance with Google Analytics please contact Google directly Your Web Developer does not provide any technical support for this feature 58 Import Data NOTE Be sure to backup your database before attempting to import data Contact your web host or Sever Admin about their procedures for backing up databases Data Format The Shop s built in Import Tool is designed to accept Microsoft Excel formatted files This is a common format for uploading importing If the data you wish to import directly into The Shop is not in a Microsoft Excel format in most cases you can open your data using Excel and save it in an Excel format Steps There are several steps to importing Before proc
9. a AE EIT A A A O 48 Menu Links Navigation amp TabS occocccccocconannnannannan EEE EERE EE EERE EEE EES 50 BAR A o ae dep o a a ith ade Bem A AeA tg I E Ue decia 50 DropDown Navigation MENU cect cet cnn 52 Manage Menu Color S emoci n Basic Settings CUSTOM ME aaa TEX LANUS AA AA AAA eels AAA AA BUS dada ise ade Error Text Messages Section Headings PONTE A A A baat lay Cees cde E eee SSL Secure Pages O 56 EXPOFE Downloada eetere dia tendo A werent wien AAA AAA 57 Data Format Export Types Google Analytics is srein ccc atta ierevik A A A eh acted wee ews 58 Website Profile Account NUMDEF ices ete ees nen een ed ee ee de alas eases a aos Weeks eee aa hal oe ewe aed ee ee Ea 58 Import Data caciiscccccessieieeievvereeerte nie dinein A O O 59 A A 59 EU A A A 60 CTP IV CY se oe cys Va perce a ahis wes a A Va omer ve We ket Pama E hed Vs we Bald a aE AE PRON ket PONE Ula te Cae tEAM acted EEL EA Po Cusp A aa Ge tet A aaa big 60 Numbers A A NN ON AO Database Matching CONVGISION via RA ARAN RCA ARA RA AS LAA A ARA AA A RARA A A RA RARA DAA 61 Data Cachi ii A AA Vd uals oh Sg A ne ee vide A deed Hee ake Enable Server Caching Clear Cache iiss wes weaves aes ANE a A ce lg ae E E a ll alta A Getting Started After the Shop and Admin have been installed you will want to start customizing the storefront elements Before jumping right in be sure to explore the Admin thoroughly and
10. a Wishlist items they want to buy or want as gifts Enable Wishlists To enable this feature you must first check this checkbox You must also setup a Menu Link to the WishLists page so that the friends of your customer can search his her wishlist The My Wishlist button will automatically appear when Wishlists are enabled 39 Countries States Provinces Regions Throughout The Shop and the Admin various forms will require you and your shopper to select a Country and State Province or Region You can create your own list of Countries and States or other Regions Keep in mind you can also rename these fields lists For example if you do not use States in your country you can rename this field and use your own list of choices that is more appropriate See Form Field Headings in the Admin to change the wording of these Interactive Lists You can make your lists interact with each other For example if you enable the interact list option only the States that are in the Country selected will appear System Default Be sure to select the most appropriate default country This will pre select the country state combination you choose so that your customer s don t have to search the list for their country this will come in handy if you sell to one country primarily Tax Rates See Taxes section for more details on how to impose localized Country or other Regions State Province taxes 40 Affiliate
11. accounting amp POS systems work You would create a separate shop item for each option or combination of options same as you would create a regular product item however this item could be selected by shoppers as options under another item referred to here as the parent item Here is an example of how to create a simple T Shirt that comes in different Sizes with each size having its own sku item number To setup T shirts in different colors and sizes and track inventory for each color size follow these steps 1 Create your main parent item a regular item named Nice T Shirt item number item1 assign it to a category This is the item your customers will see in the store 2 Create another regular item called Large Blue you may want to use an item number like item1 LB Do not assign this item to a category it is only for inventory purposes your user will not buy be buying this directly Next create another regular item called Medium Blue item number item1 MB etc Repeat step 2 for each combination of Color amp Size 3 Go back to your Test T Shirt item item1 and create an option group called Color Size 4 Add an item option to this group instead of clicking Regular option for the type of option select an Existing Item and search for the Large Blue shirt you just created and select it as the option Repeat step 4 for each different combination of color size 14 Category Setup Th
12. credit card numbers will not To view the credit card details you would need to login to your Payment Gateway s control panel visit their site If you are using Offline credit card mode you will not be able to use enable some of these security features Transaction Limits When you use Real Time credit card processing such as PayPal s Website Payments Pro or Authorize net s payment gateway The Shop can limit the number of payment transactions payment attempts This can be useful in preventing credit card fraud For example these settings can help you prevent the same person from using multiple credit cards or placing multiple orders using different email addresses When enabled The Shop will count the number of attempts your customer makes when entering their credit card Maximum Per Order Enter the number of transactions you want to allow per order Enter zero 0 if you do not want to set a limit A good setting might be 3 This gives your customer 3 chances to enter the credit card number Maximum Per IP Address Enter the number of transactions you want to allow per IP Address Enter zero 0 if you do not want to set a limit An IP Address is a unique address assigned to each user by their Internet Service Provider This setting can help you prevent fraud when someone places multiple orders using different email addresses Important Notes Use caution when using this particular setting This setting limits t
13. database file NOTICE There are many security risks associated with storing credit card numbers on a web server It is recommended that you enable the Recommended Security Settings in the Admin found on the Payment settings page You should not store credit card numbers in your database for any length of time or at all Approval Code This field is automatically populated by the Authorize net payment gateway and some PayPal transactions Transaction ID This field is automatically populated by the Authorize net payment gateway and some PayPal transactions NOTE If you are PayPal Standard and have not enabled the PayPal IPN the approval code and transaction id s will not be recorded Name on Card This is the name field your customer s should enter the name as it appears on their credit card IP Address This is Internet Address number of the customer The IP address is captured during the checkout process and is stored in the order This can be used later to track or identify the identity and location of the user IP addresses are similar to phone numbers and can be traced for example during a fraud investigation you would give this number to the authorities Notes Order notes are internal comments you or your staff can use this field to write comments about the order or customer These notes cannot be seen by the customer Public Notes This note field is similar to the regular Notes field except y
14. effect you see it the old way in the shop If this occurs simply clear the server s cache using this feature This operation is safe and will not delete any site content or any data in your database The memory will be cleared and on the next request The Shop will re load the requested data from your database or shop files you may notice a decrease in site performance for a while after this until the cache is up to date Troubleshooting If you have a shared web server multiple domain names i e your primary domain name and SSL domain name differ multiple application directories or if you have other asp net pages other than The Shop s running on your server it may be become necessary to disable The Shop s caching functions In some situations caching conflicts may arise in where some shop data may be displayed incorrectly or may disappear Disabling the caching feature will resolve these issues 62 Terms amp Conditions This guide is intended for licensed users only All copies of the software that powers your Shop amp Admin must be properly licensed by the software vendor Unauthorized duplication of this material including the software or scripts that powers your Shop amp Admin is strictly prohibited Contact your web master or systems administrator for more information Copyright Notice All Text and Images contained on this document is copyrighted property and cannot be reproduced copied or used w
15. enter an additional email address of the person who should receive the second notification email Example you domainname com Do not use quotes or names simply type the email address If you only want one email sent leave this field blank Be sure to remove all spaces from this field if you are removing an email address from here Contact Us The Shop can be configured to allow web visitors to send an email to you directly from within your online store When enabled users will see an email form on the contact us page They simply fill it out with their name email address and a message and click Submit An email is automatically sent to you Enable Contact Us Email Check this box if you wish to turn on the contact us form If you have not already done so you will also need to create a Menu Link to Tab that links to the contact us page in the shop See Menu Links to configure this 17 Sent to Here you enter the email address of the person who should receive the contact us email Example you domainname com Do not use quotes or names simply type the email address Sent Copy to Here you can enter an additional email address of the person who should receive the second contact us email Example you domainname com Do not use quotes or names simply type the email address If you only want one email sent leave this field blank Be sure to remove all spaces from this field if you are removing an email address from here Use cu
16. enter the login for your Connect service aka Basic PayPlus During checkout web shoppers will be redirected to a special payment form After they complete their payment they will only be returned to your website if you enable the Confirmation Page URL Login to your LinkPoint Central control panel and see the Connect settings You may want to configure your LinkPoint account to provide your customers with an emailed receipt Submission Form URL In some cases for security reasons you may need to enter a Submission Form URL This is the page that your customer will be on just before The Shop sends them to make a payment for example https yoursite com shop gateway_out aspx Custom Processor Gateway Since The Shop is just aspx scripts ASP NET code you can integrate The Shop with any payment processor or gateway Most processors can provide you with the necessary code snippets or integration guides to easily incorporate their service into The Shop s checkout See the Other or Custom gateway settings to enable your custom gateway You will need to modify the appropriate aspx script for your integration Contact your Gateway service or Processor for assistance Gateway Return URLs Below are some examples of URLs that you may want to link to when using some payment gateways These will not work with all Payment Gateways These URLs DO NOT apply to PayPal The Shop automatically submits the
17. installation ID and currency code as provided by WorldPay During checkout web shoppers will be redirected to the WorldPay payment form After they complete their payment they will not automatically be returned to your site You should configure your WorldPay account to provide your customers with an emailed receipt Alternatively using WorldPay s CMS Customer Management System you can modify WorldPay s default Result amp Payment pages to return shoppers back to your shop store see Gateway Return URLs below Contact WorldPay for assistance with editing amp uploading your own Result amp Payment pages PayFlow Link This is another popular payment gateway To use this payment gateway simply enter your login as provided by Verisign PayFlow During checkout web shoppers will be redirected to the PayFlow Link payment form After they complete their payment they will not automatically be returned to your site You should configure your PayFlow Link account to provide your customer with an emailed receipt or return them to your site with a Return URL see Gateway Return URLs below Partner ID If your PayFlow Link account was not setup directly with Verisign it may be necessary for you to modify the Partner ID in the gateway_out asp script in your shop directory using Microsoft NotePad you can open and edit the parameters in this script First Data LinkPoint Global Gateway Connect To use this payment gateway simply
18. location on your web server such as a secure directory In this case it may be necessary to copy The Shop files all files and folders except the data folder to that location as well In addition you may need to upload duplicate copies of any storefront images you insert into the store setup when customizing see Image Upload below 56 Export Download Because The Shop is database driven order amp customer related data is captured and stored In some instances you may want to Export this data to compile your own reports or import into your own software Data Format During an export process the Admin export functions create a file on your server You can download this file later to your PC for your own use There are two types of common formats Tab Delimited txt and Comma Separated CSV Both formats are widely universal and can be imported or opened with other programs For example CSV is most appropriate if you want to open the exported data using Microsoft Excel How to Export The first step is to select a format Next enter the date range if applicable then click on the Export button A pop up window will appear informing you of the export process Once the export is complete you will need to download the exported file to your PC In the Admin click Download and you will see all files in your export folder You should delete these files once you have successfully downloaded them Export Types
19. most images you upload may have different sizes this will help give a more professional look to your store NOTE Image sizes are specified in pixels dimensions Entering zero will mean the image s actual size will be used For example if you only want to fix the width for width enter your new dimension and leave the length as zero Randomly Featured ltems This setting affects the images that are associated with the RFI Randomly Displayed Featured Items Enter the exact pixels Length X Width If you want to only specify one dimension you can enter a pixel size of zero Category Feature Search Lists This setting affects the images that are shown on the List type pages Enter the exact pixels Length X Width If you want to only specify one dimension you can enter a pixel size of zero Shopping Cart This setting affects the images that are displayed in the actual shopping cart if enabled below If you want to only specify one dimension you can enter a pixel size of zero Hide Shopping Cart images Use this option to hide turn off images that appear in the shopping cart This may be necessary depending on the types of products you offer Default Large image size This setting applies to the image that appear on the Item s detail page The image is resized to these dimensions on when the resize option is checked for that item go to the item in the Admin to enable this Category Image Sizes This settings affects the sizes o
20. must first create a Group For example if you wanted to create a DropDown list with different sizes you would need a group called Size Click New Group and enter the Name and Heading and select the type of option in this case DropDown Next you will need to create the actual options the selections that will appear in the DropDown list you just created Under the Group you just created click Add Item Select Regular to quickly create an option or for more complex scenarios you can search for an existing item see below Name This is the Name of the option which is what your customers will see The name will appear in the DropDown list you just created If the group is set to Radio Buttons or Checkboxes the name will appear next to each box button If the group is set to Text Input the option name will appear right above the text input field Inventory Quantity This quantity is how you would track inventory this is the total number available left When you have Prevent Sale of Out of Stock Items selected on the main Inventory settings page and have selected Enable Inventory on your option this option will only appear and can only be purchased if the option has enough available If your options are actual parts other items or if they need a Sku see the Options with Inventory section in this guide on the following page Add to Cart Quantity We recommend that you always set this to
21. need to alter these defaults For example if you receive any sort of Type Mismatch errors in your shop when The Shop saves data than it may be related to these settings You should only change these settings if you are encountering an error message 61 Data Caching Because The Shop is built on Microsoft s Net Platform The Shop can now take advantage of the many features a NET web server offers One of the key features introduced with Net was its Caching abilities the ability to cache data in the server s memory rather than opening The Shop database every single time content is needed The developers of The Shop incorporated caching functions into The Shop core programming this has greatly and dramatically improved performance over older Classic ASP editions The Shop can serve web pages faster and handle a higher volume of page requests Enable Server Caching By default caching is enabled However there may be situations where you would like to disable turn off this feature Uncheck this option to temporarily or permanently disable the caching feature Clear Cache This setting is quite simply used to Clear the server s memory of any data that The Shop is temporarily storing In most cases the Admin should clear amp update the server s cache as you make changes to items categories or other shop content However you may come across some situations where you make changes in the Admin and they do not take
22. proper URLs to those gateways while processing the transaction Thank You Completed https yoursite com shop gateway_in aspx this is the recommended page to return your customer to 35 Shopping Cart https yoursite com shop showcart aspx Review Order https yoursite com shop orderreview aspx Sorry Cancel Order https yoursite com shop gateway_cancel aspx If using an SSL or shared SSL be sure to enter your SSL URL when entering Return URLs NOTE ABOUT HTML Frames If you decide to customize your website avoid using Frames as they can interfere with the gateway processing particularly with the weblink methods PLEASE NOTE Your Web Developer does not provide technical support for connectivity issues or account problems with any of the Payment Gateway services 36 Gift Certificates The Shop allows you to sell Gift Certificates GC in your storefront see Purchase These certificates can also be redeemed online see Redemption To sell Gift Certificates online you will need to also setup a Menu Tab or Link to the Gift Certificates page Go to Menu Links and create a new menu or link and select Gift Certificates Page under Link To Steps Involved 1 Your customer purchases a GC online or you can create it manually in the Admin if the GC is purchased elsewhere 2 In the Admin you Email the GC Code using the default auto GC email 3 In the Admin you change the Status to Sent
23. that is specifically configured to relay or send email out from your web server Using an SMTP server that is not local may not work if that SMTP server is configured to only relay local connection which is normally the case Admin Email Address Enter the email address of the webmaster or administrator Since many email servers check for valid From email addresses we recommend you use an email address that has the same domain name as your website In other words it should be an email address that your web host is configured to host SMTP Authentication If your web host or email provider requires this you can enable this feature Admin Notification The Shop will automatically send a notification email to two email addresses that you specify Notification are typically only sent when a new order arrives and when a new affiliate registers Enable Check the Enable box if you wish to be notified by email when new orders are received or when new affiliates register Anytime an order is completed or an affiliate registers The Shop can automatically generate a notification email The email can be sent to up to two persons two different email addresses The email will contain a direct link to the new order Sent to Here you enter the email address of the person who should receive the notification email Example you domainname com Do not use quotes or names simply type the email address Sent Copy to Here you can
24. the images do not exceed 350 pixels in width to prevent the page from being stretched You can also edit the raw HTML code if you are experienced with HTML use the second edit button shown Display Options Your item s Detailed Descriptions the item detail page can be set to display in one of three ways Display Normally Only show Detailed Description The item s name item number and price are not shown only the Detailed Description is show however you customer s can still purchase this item Only show Detailed Description When this is selected only the Detailed Description is shown like above however they Buy Now buttons are hidden so the item cannot be purchased Count Page Visits By checking this box The Shop will count each unique visit to the item s page like a page counter This is an internal page counter and cannot be seen by your web visitors The number shown as Page Views is the current total number of visits you can reset this by entering zero This feature can use up valuable server resources and should be used sparingly We only recommend enabling this for a few items at time that you wish to track As an alternative try using Google Analytics which is an invaluable tool for tracking activity on your website Thumbnail small Image The thumbnail or small image appears on the Category detail Features and search pages or when the item appears somewhere in the shop as a Featured or Related item Yo
25. the item s page but the category or page they were just on before viewing the item this is by design Newsletter Opt in This features works in tandem with the Newsletter Export When the Newsletter Opt In is turned on your customer will see a box to check to enroll in for your Newsletter during registration While checking out and registering as a User Normal or Normal amp Quick checkout must be enabled see above your customer can opt in to receive your newsletters promotional mailings etc Their preference will be stored in the database with their profile Customers can update this at anytime by logging into their account using their email address and password 20 Order Status The Shop can be configured with an unlimited number of order status codes The order status codes are used by you to manage or categorize your orders Examples New Backordered Shipped Cancelled etc The default code for all new orders is New as soon as an order is placed and the payment portion of checkout is complete the order will have a status of New For all other status codes you must create your own Adding more Status Codes Names On the Order Settings page you will see a list of all Status codes in your shop except New this is built in and cannot be changed or removed To add your own status codes use the New Status button Status Name Status names should be one word without spaces ideally and
26. they are providing from this list when using Authorize net PayPal s Website Payments Pro the Offline credit card form or when you have the Custom real time gateway enabled Require Card Code CVV CVC CID Checking this box will prompt require your shoppers to provide the 3 4 digit security code printed on the credit card Do not enable this unless you going to process this information Check your merchant account agreement some banks do not allow you to capture or save this data For security reasons we do not recommend capturing or saving this information See Recommended Security Settings Notice about Credit Card Data To protect the credit card holder against credit card fraud you should not store any credit card related data in your database Check your merchant account agreement some banks do not allow you to capture or save this data For security reasons we do not recommend capturing this information See Recommended Security Settings Pay by Mail If you choose you can allow your shoppers to checkout without actually making a payment When enabled users will have the ability to bypass the credit card form and any other Payment gateway This feature is perfect if your customer will be mailing a check payment or if some other method will be used Renaming this feature You can call this feature anything you wish it does not have to say Pay By Mail in your shop for example you could have it say C
27. used ex when you don t use Authorize net to process Our free support does not cover any parameter modifications PayPal Website Payments Pro Below are the steps you need to follow to properly configure and test this service For PayPal s simpler Standard service see PayPal Standard below 32 Step 1 Set Up a Verified PayPal Business Account Customers who don t have an existing PayPal account 1 Go to https www paypal com us mrb pal KK2WQZDDH3DML 2 Click Sign Up Today 3 Set up an account for Business Owners 4 Follow the instructions on the PayPal site Customers who already have a Personal or Premier account 1 Go to https www paypal com us mrb pal KK2WQZDDH3DML 2 Click the Upgrade your Account link 3 Click the Upgrade Now button 4 Choose to upgrade to a Business account and follow instructions to complete the upgrade 5 If you haven t already add a bank account to become a Verified member Follow the instructions on the PayPal site This process may take 2 3 business days Step 2 Apply for Website Payments Pro This step is only required for Website Payments Pro Go to https www paypal com Click the Merchant Services tab Click Website Payments Pro U S Only Click Sign Up Now Fill in your information and submit your application Approval takes between 24 and 48 hours Once approved accept the Pro billing agreement Check the Getting Started section on the upper left o
28. will be applied to all orders regardless of address Enter a numeric value for example 8 5 if you want to charge 8 5 tax Country Tax Rate If you want to charge sales tax based on the customer s location by country you can specify a different tax rate for each Country Tax is applied based on the customer s shipping address where the goods are being delivered Navigate to the Country and enter the Tax rate Enter a numeric value for example 8 5 if you want to charge 8 5 There is only one tax field in The Shop so on the order all taxes are combined For example if you have a global tax rate of 5 and a country tax rate of 1 the total tax charged will be 6 State Province Region Tax Rate If you want to charge sales tax based on the customer s state province or other region you can specify a different tax rate for each entry Tax is applied based on the customer s shipping address where the goods are being delivered Navigate to the State Province Region and enter the Tax rate Enter a numeric value for example 8 5 if you want to charge 8 5 There is only one tax field in The Shop so on the order all taxes are combined For example if you have a global tax rate of 5 a country tax rate of 5 and a state tax rate of 1 the total tax charged will be 11 Tax Exempt Products You can make some products items exempt from all taxes see the Taxable setting on the item s page By default all items are considered ta
29. Administrator s Guide User Manual Last Updated 1 12 2010 Please Note Because this guide was written for multiple versions some features discussed in this guide may not be included in your Shop or Admin Table of Contents Table of Contents viii A AA A A A sid AD DO E AO 2 Getting Started cc da dto 4 Setup BASICS 0 O A A AAA AA A 5 User Security URL Domain Name IACUIACI N smc ii AA A AA AA AA AA A A A Geek ined A A A ei aa Development Mode A Aa PP o o o beri cdakberieenh beni GexkoenieerkbertGdedewnseat Itern ProdUct SERUP oerein ranirea REAA AAEE 8 Ml is el PP OOO PU Um nn cs oa con ten pn S ise wn iin ow a lei nen pa cin ale es tan T E a Da een Renda e Men tday 8 Item Type ceeeecseeeeeneeeeees Alternate Wholesale Pricing Quantity Based Discounts se Featured neo o A E E EEEE Related IEMS AA AAN A ARA Item Options Reviews amp Ratings O E Basic Opti0NS omcococcnnorononnnanos Options with Inventory Category SCtU Ds iii A A A a daa EAEN 15 Category Items J Meta TaS ecne nieri nar A A n A E ci eE EMail SOLAS seconds Admin Notification en Contact NS sc cis Fa aie cc i ig meals e nace A Order COMMON ra opens ieee AA A AA AAA Password RE Ia a Checkout FlOW cuco veaveensd corenacdeateevs beater a ieee debsbin EE Eia Ei EAEE EER Normal Checkout Quick Checkout Registered User Checkout Access Controls Breadcru
30. L When pressed a new window will open and you should see the words Test Passed in bold lettering If you get a message such as The resource cannot be found than the URL you entered is incorrect You will need to correct the entry and Test again before saving Activation Once you have entered amp tested the URL you may need to activate this software Before you activate some Admin amp Shop features will not work or will display a demo mode message NOTE If you are not ready to activate see the Development Mode below To Activate you will need the Account number amp password that was assigned to you by the company that installed this Administrator From the Home page in the Admin click the Activate button to begin After you enter your Account number and Password the Admin will verify that you have a valid license and that license will be assigned 5 to your URL Domain Because the license is based on your URL you should not activate the shop until you have tested the URL you entered on the URL SSL settings page NOTE If you need to change the URL in the Admin this will invalidate the license that you already obtained and may require that you re activate We do NOT recommend changing the URL in the Admin once you have activated If you do not see an Activate button than your shop has already been activated or is in Development Mode Development Mode If you are not ready to activ
31. O D or Purchase Order etc See Language Text settings Special Thank You Message In The Shop pay by mail orders are handled the same as a regular order except a special Thank you for your order Page page will be displayed following checkout To customize the content of this message see Page Content Payment Processing By checking the Enable Payment Processing via Gateway option you can have the payment portion of checkout handled by a supported Payment Gateway A Payment Gateway is a company that offers processing services to internet merchants Depending on which Gateway you choose the credit or debit 30 card entered on your site may be processed charged in real time In order to use this feature you must first establish an account with one of the Payment Gateway s that The Shop works with See Payment Gateways below Recommended Security Settings To comply with today s security standards you should enable all of the recommended security options on this settings page To protect the credit card holder against credit card fraud you should not store any credit card related data in your database When all of these functions are enabled the credit card number and related security codes will not be stored If you are using Authorize net s AIM processing or PayPal s Pro service the credit card numbers will be processed normally the authorization code and transaction ID will be saved but the
32. Program The affiliate program allows you the ability to offer commissions for sales generated When the affiliate program is used other businesses websites can register as an affiliate and link to your storefront with a special URL Anytime someone enters your storefront using the affiliate s private URL sales can be traced back to the affiliate allowing you the ability to pay commissions for these sales Initial Set Up First create a Menu Link that links to the affiliate page Next be sure you enter your affiliate description and agreement text located under HTML Editor in the Admin The affiliate help appears on the left column of the affiliate pages use this space to provide instructions etc The Description appears on the first affiliate page The agreement text appears on the second affiliate sign up page Your new affiliates must agree to the terms of your affiliate program during the registration process be sure to enter your terms 8 conditions under agreement text Default Commission The default commission is used when the affiliate first registers You can also modify each affiliate s commission rate in the affiliate s profile How the Affiliate registration works First your potential affiliate would click on your affiliate tab or link They will see your description and help page and can click continue to begin the automated registration process Next they are prompted to accept your terms 8 conditions Once th
33. a Recommended Security SeteingS iii A A A A AAA Transaction iS ii A A Payment Gateways ii dad Credit Card POCOS ii a a a Authorize Net or compatible gateway an PayPal Website Payments Pro ae 2 Google Checkout cceceeeeee eee 34 PAYPAL SEO ins an a A A A A A atera 34 L O AEC OUI COIN no Va A Va a egies Vs A A AAA RA A A A VA AA AA AA A A AAA A A Ve NR WorldPay Select Junior Pay Plow LIAK rar ca First Data LinkPoint Global Gateway Conner A E a a tare 35 CUSCO ProcessOr Galeway it A aly eas A A A A A A RARA AA E A A RARA AAA RARA RA A A A ea 35 RR NA 35 Gift Certificates e Pe ERE Re a e A o ILRI Ia 37 SES IO A A id adele De ot a das daa 37 Purchase 05 Redemption ATE D ee E E E nis tesa vavebia beaallncoo ian PivaLU aia A T E Countries States Provinces REGIONS mirariaren ane a a EEE rr a rr rr rra 40 PAX RACES A eel Affiliate POTTS A AA Ai ci PCIE SSC A E Email A Friend a A A A ad E E A A ES A O seen Zoo center teed Customize the Message Digital ItGms iscsi ed fees AS A A A Vd ead oh Sele de da AA AAA dee els OSA A A A A he Via Lele hentai es Laie Image Sizes amp Settings Wiggs A A a lutea eben aden ea Default Colors tii A lA AAA AA daca AAA AAA castes Ai COLO amp FONTS aa a e E a A AOE a aaa Ea Ea EAr faa stileactesG daa na Templat C stomizati m A a A ea A yd Vee ENE NA a aa ae EEA A A e ESA del 46 Page LAYOUT oririsa sintet nia aN ENIKA A ac 47 Page COM E
34. ample if your name is John Smith a good username would be johnsmith NOT john Password Be sure to create a password that is difficult for someone to guess this must be a single word with no spaces It is strongly recommended that you use unique password that you have not used elsewhere for example do not use the same password that you have used with other logins for your web server User Level There are two types of users a Level 1 and Level 2 Level 1 users can access all areas in the Admin whereas a Level 2 user is restricted and cannot access some Settings and Advanced areas URL Domain Name Under Settings see Web Address or URL SSL to configure the domain name URL URL In the URL field you must enter your regular non SSL URL You need to enter the actual URL to where the shop is For example http www yourdomainname com The URL you enter in this field must begin with http and must end with If you are still developing the shop and have a dedicated IP Address you may enter an IP address see Development Mode in this guide for more information SSL URL See SSL Secure Pages section further in this documentation Setting up an SSL is optional and can be setup at a later time Test URL It is strongly recommended that you Test the URLs before you save them Using the Test button located to the right of the field you can see if you entered the correct UR
35. and then you would just use https instead of the regular http Contact your web host or serer administrator for help with this How to Enable See URL SSL in the Admin to use The Shop with your SSL In the SSL URL field you enter your SSL secure URL It is not a required however strongly recommended that you use an SSL link Simply enter the general SSL link to the store The Shop will automatically determine which pages need to use this link In general the Sign in Order status Checkout etc pages will use this link If you SSL URL is shared simply enter it as you would your own SSL SSL Example https www yourdomainname com Shared SSL Example https secure webhostingprovider com domainname Enable SSL URL By default the SSL URL is disabled Choose Yes to enable the SSL URL you have entered Once you enable it all checkout sign in order status etc pages will use this link Test URL It is strongly recommended that you Test the URLs before you save them Using the Test button located to the right of the field you can see if you entered the correct URL When pressed a new window will open and you should see the words Test Passed in bold lettering If you get a message such as The resource cannot be found than the URL you entered is incorrect You will need to correct the entry and Test again before saving In some instances you might have an SSL url that does not point to the same directory or
36. any setup pages they typically would have no access to any Admin pages under Settings or Advanced To add a new user click on Add User Simply type a username and password be sure to confirm the new password Choose the user level then click on save All Admin passwords as well as customer passwords are stored in an encrypted state within your database If you or anyone else were to open your database directly they would not see passwords If it becomes necessary to change a user s password navigate to the user under User Security Next in the New Password and Confirm Password fields type the new password Remember only Level 1 users have access to this page We recommend that only 1 user a manager have Level 1 access At anytime you can also change a user s access level In the event you need to remove a user simply click on the user from the User Security page Next check the delete this user checkbox and click on save You will be prompted to confirm before deleting NOTE This security area is NOT related to your customer s logins The User logins here are for Administrative access for the Admin logins To manage your customer s passwords or account see Customers in the Admin 55 SSL Secure Pages An SSL is a special URL that your web host provides you with to access web pages over a secure socket Typically you can purchase an SSL Certificate and have your web host install this for you
37. ate for example your site is not Live yet and you want to setup or test without activating it there is a built in development mode By changing the URL in the Admin s URL setup you can trigger this mode The Admin will not require activation if the URL you use meets any of the following 1 The URL is any IP address for example http 123 456 789 123 2 The URL is a Local Area Network server or computer name for example http servername or http computername or http localhost NOTE You may also want to turn on the Store Closed mode so that that shop pages are not visible Go to Settings then click Checkout to adjust the shop Access settings Title Keywords The Shop allows you to enter some Meta Tag information which is embedded into your web pages for search engines The Shop is pre optimized for the major search engines however you should enter your own Titles Keywords and Descriptions where necessary Store Name This field is mostly for internal purposes this is not to be confused with the Website Title This is a required field and should not be more than 25 characters and should not include any unusual characters or symbols Website Page Title This is the Title meta tag that is placed in the HTML head tag of each web page You should keep the length under 100 characters Site Description This is the Description meta tag that is placed in the HTML head tag of eac
38. ategory section Your storefront will be faster with this turned off 47 Page Content The Shop has a built in HTML content editor There are two ways to edit content using the editor in the Admin 1 Navigate to the category or item you want to change and locate the Detailed Description buttons usually just below the Short Description 2 From the menu in the Admin select Settings gt Page Content You will see a list of sections areas in The Shop that you can modify In most cases you can edit the section with the built in Content HTML editor which lets you use many formatting techniques or you can edit the Raw text HTML This is useful if you want to insert your own code or don t want to format at all just plain text Use the Plain Text Raw HTML button next usually to the right of the normal Editor button Top Logo This is the top most section of the storefront located above the Menu Tabs Top banner This is the section below the Menu Tabs and above the Search banner The background color of this section can be changed under Colors Text If inserting images they should not exceed 700 pixels in width Area 1 This section is located between the search banner and the actual page columns Area 2 This section is located between the page columns and the bottom banner Bottom banner This is the section that appears at the very bottom of the page the background color of this section can be changes un
39. ault the Prices and ranges will appear in your storefront just below the regular prices In some instanced you may not want the Quantity Range and Price to appear you may want to enter a special promotional message For example Buy 5 and get 10 Off To enable messages simply type the message in the Message field To return the display back to normal clear the message field of all text and click Save 29 EX Payment Methods These setting determine how payments are handled during checkout in your shop Offline Credit Card Form If you have a merchant account but do not have a Payment Gateway setup for Internet processing you can enable this function Your customer s will be prompted for payment by credit card The credit card number Expiration date etc will be saved with their order Later you can view the payment related information and process it offline with your own credit card machine etc You will need to setup your credit card types see Card Names above NOTICE You will not be able to enable some of the Recommended Security Settings you may need to uncheck the Do Not Save options Check your merchant account agreement some banks do not allow you to capture or save this data For security reasons we do not recommend capturing this information Credit Cards Card Name Type You will need to create enter the names of the credit cards your shop is able to receive Your customer will select the card
40. ay on the Payments page in the Admin How it Works When your customer chooses to use Google Checkout for their purchase they will be redirected away from your website to complete the normal checkout steps Billing Shipping Payment and Receipt The Shop will automatically forward their shopping cart as well as some information about your shipping rates amp tax rules to Google and Google will handle the entire transaction There are some drawbacks to using this service Orders processed thru Google Checkout will NOT be recorded in your shop database and will not be viewable in the Admin You will need to login to your Google Checkout account to view and manage these orders Since Google does not support The Shop s Digital Items Gift Certificates or Discount Codes Coupons functions there will be instances where the Google Checkout button will be grayed out unavailable In these instances your customer will go through your normal checkout on your website It should also be noted that some of your customers might not be able to establish a Google account For these reasons Google Checkout cannot be your only checkout payment option Shipping Note Google Checkout does not support The Shop s real time shipping rate add ons You should setup Services in the Admin that calculate rates using the built in methods Optional Testing You can test Google Checkout by enabling the Test Mode on the Gateways setup page in the Admin When thi
41. be reduced by this amount on all items they will not need to enter any discount codes or buy certain quantities for example Order Discounts Coupons This type of discount uses a discount or coupon code With this type of discount you can issue Discount codes to your customer s Your customer would simply enter the special code during checkout to receive a percentage or fixed amount off their order To setup this type of Discount click on Add New under the Discounts heading in the Admin Before using this feature you must turn it on Click on Discounts then see the Settings tab There you can enable this feature and setup discount codes and their values Enable Coupons Discounts Check this box to allow shoppers to apply discounts during checkout Discount Name This is the name of the discount mostly for internal purposes ex Referral Discount Discount Code Enter a unique code word that your customers can enter during checkout to receive this discount on their order Date Range You can specify when a Discount code is valid The discount is only valid when used during the dates you specify Discount Amount Discounts are applied to the entire order amount sub total The discount can be percentage of the order total a fixed amount or a combination of both Order Minimum You can specify a minimum purchase amount The discount will only be applied to an order if the order subtotal exceeds this value 28 Res
42. ck for valid From email addresses we recommend you use an email address that has the same domain name as your website In other words it should be an email address that your web host is configured to host Subject Type the subject of the forgotten password email Example YourStore com Password Email Text Type the body of the email here Here you can use The Shop password variable Variables are built in code words that you type into the body of the email text Example PASSWORD When The Shop generates this email it will replace the variable with the users password 19 In The Shop you can customize the flow steps of checkout who can view the shop pages your products categories etc and who can create accounts Normal Checkout When Normal checkout is selected your customers will be able to make purchases by becoming a registered user They will be asked for billing address information email address and will be required to create a password They will be creating an account which will store this information and they will have the ability to login later and view orders check order status create Wishlists post reviews etc If a customer is already a registered user they can simply use the Sign In button to login and continue checkout without having to retype any information Quick Checkout When you select Quick Checkout customers will not be required to create a password and no account will be
43. created A more streamlined checkout will occur the fewest checkout pages possible are shown Registered User Checkout With this option Only Pre registered customers can checkout In other words only customers that either already have an account or you created one for can make purchases Access Controls Here you can control limit who can view your shop pages This is useful if your storefront is geared only toward certain customers you are a wholesaler for example Normal When Normal mode is enabled anyone can view your shop pages and anyone can make purchases Only Registered Users This mean only users who have previously registered or that you created an account for can access the shop pages and checkout If you want to truly restrict access to only customers you setup you must also change the checkout flow to Only Pre Registered this way no one can create an account on their own Shop is Closed In this mode no shop pages can be viewed This is ideal while you re site is still being developed If anyone tries to view a shop page they will see a message determined by you Breadcrumbs When this feature is enabled The Shop will track the user s movements and allow them to more easily navigate your shop For example the Keep Shopping button that appears in their shopping cart will automatically return them to the last category or other content page they were just viewing Note it will not return them to
44. d you can scale the price offer a different price ea according to the quantity they want Click on the Discounts Tab then click Add Discount to create a Quantity range You can then specify a price based on the quantity range so if the quantity being purchased falls in that range this price will override any other prices that were applied Also see the Discounts Coupons section in this guide Featured Items Featured Items are items products in your store that you want to highlight These can be randomly displayed throughout the store and on the special featured items page Specify which items are designated as featured in the item s setup page How many to Display Here you can specify how many featured items will show up at a given time and how they are displayed how many rows columns for example You can specify this for your storefront s Left amp Right columns as well as a different setting for the Middle main column You can also specify what elements appear with the featured items for example you do not have to display all of the item s information you could just show the image and a buy now button etc Sorting You can specify how certain data is displayed in the storefront The selection let you determine how the items should be sorted on various pages Related Items You can associate an item with other items for cross selling or for accessories for example When you add a related item the related item ca
45. d in your order confirmation email During the Activation process you will also need to know the URL to the Admin ex http yoursite com admin your Admin username amp password U S P S Rates To use the USPS tool you will need to register with the United States Postal Service and obtain what s know as an XML WebTools User ID Registration is free but must be done with USPS before using or testing this tool Register at http www usps com webtools or contact the USPS for more information Required Testing After you receive your XML Webtools User ID from the USPS you will be required to test the tool in The Shop s Admin The USPS does not allow you access to their live production servers until after you have successfully tested the interface You can test the interface by selecting Test Mode in the USPS setup in the Admin Test mode does not produce accurate rates the rates are fictitious and are designed for testing purposes only Once you have successfully tested you will need to contact the USPS Internet Customer Care Center ICCC by telephone or email icustomercare usps com and they will activate your user ID and password so that you have access to the production server See your emails from the USPS for instructions on activating your user ID InterShipper Rates InterShipper provides real time rates for FEDEX UPS USPS Canada Post DHL and Airborne To use this tool you must subscribe to the InterShipper se
46. der Colors Text User Defined These sections are the Left Right columns of each page in your site The text or graphics you enter here will appear on the pages you have checked under Colors Text Order Thanks credit card If you have enabled credit cards this text or graphics will be displayed upon completion of the checkout process Here you can insert the Shop Order Number variable ORDERNO or the Customer Number variable CUSTNO When your customer goes to this page the variables will be replaced with either their order number or customer number Beneath this message will appear a View Order button Customers can click it to view their order details If inserting images they should not exceed 400 pixels in width Order Thanks Pay by mail If you have enabled Pay by Mail this text or graphics will be displayed upon completion of the checkout process Here you can insert The Shop Order Number variable ORDERNO or the Customer Number variable CUSTNO When your customer goes to this page the variables will be replaced with either their order number or customer number This field should be used to give instructions for mailing payment Beneath this message will appear a View Order button Customers can click it to view their order details If inserting images they should not exceed 400 pixels in width 48 Order Header The Order Header appears at the top of the Order Summary or order view page
47. e Shop can be configured to have an unlimited number of categories and sub categories From the main menu in the Admin choose Categories If you click on Show All you will see a category tree listing all top level categories alphabetically Beneath the top level category will be any subcategories You can click to edit the category Beside the category name you may see a button with a small plus sign this allows you to quickly view any items that are in that category Below is a description of the commonly used fields found on the category page Category Name The category name should be short one or two words It can be up to 50 characters in length Your category name should not contain any symbols or other unusual characters You cannot use the following characters Parent Category The Parent category field is used to make a category a sub category in other words you are putting the category under another category If you want to create a sub category simply create a new category like normal Then specify a Parent category by using the drop down list If you are creating a top level category a category that is a main category leave the Parent category field blank Later if you decide to change a sub category to a top level category just select the blank option in the drop down list and Save This will remove the Parent category Short Description The short description appears on the Categor
48. ed enabled the appropriate services Common Problems If you can successfully view rates while using the Shop Rates function in the Admin but you only get Unavailable during your checkout testing the problem is likely related to a combination of the Shipping Address entered during checkout the combined Weight the weight of all the items in your cart and the Default from address you entered on the UPS USPS or InterShipper settings pages Storefront Default Rate Messages We highly recommend that you make use of the Error Handling settings under the UPS USPS and InterShipper settings pages The Error handling will determine what happens when a rate or service you are requesting is not available during checkout Since a Some Rates are unavailable messages may appear anytime one or more carrier services is not available you may want to remove or customize these messages You can simply edit the error text under Text amp Error Messages in the Admin Other Notes If the rate returned by the service is lower than the minimum value you entered in the carrier s setup in the Admin than the minimum charge is applied instead of the service rate 26 Taxes In The Shop you can specify how tax will be charged Tax can be applied to orders based on particular items or delivery regions such as State Province Country or other region Global Tax Rate You can specify a tax rate percentage that
49. eeding with any steps be sure you have a current backup of your Shop database should something unforeseen happen Step 1 The first step is to select a file that is already uploaded on your server in the import directory or you can upload a new one The Shop accepts Microsoft Excel formatted files only Step 2 You are now prompted for the Sheet Microsoft Excel files can have multiple sheets pages of data in a single file Select the sheet your data is located in Step 3 This step requires the most attention You will now need to Map your data columns to the most appropriate data column in The Shop Be sure you select the correct columns or you may end up with improperly formatted items or system errors You will also need to select The Shop category that your new items should be created in If you have not already done so you should create a new category for your items Once you press Start Import The Shop will read your data column by column and match the data in your column with The Shop field you selected It will create a new item according to your selections Duplicate Items If you attempt the import an item with an Item Number aka itemno that already exists The Shop will not create a new item Instead the existing item in The Shop will be updated all data will be replaced with the new information In these cases the category will be ignored and the item will be left in its ori
50. ers as an estimate with an asterisk This is useful if you want to determine the real shipping charges at time of shipping Alternate Text In situations where the rate comes out to zero or no charge you may want to display some text instead of the number zero For example if you are offering Free Shipping you might want to say Free instead of 0 00 See free shipping below Handling Surcharge This amount will be added to the rate after it is calculated 24 Minimum Charge After the rate is calculated if the shipping charge is less than this amount the Minimum charge will be imposed Free Shipping You can offer free shipping by using the Order Subtotal or of items rate methods First you need to setup the condition that will result in a 0 00 zero shipping charge Create a shipping service under custom rates and choose the rate method you want to use and create the ranges that will should result in a zero value and enter 0 00 You may also want to check the Use Alternate Text box and specify different text that should be displayed in place of the zeros for example Free UPS Rates Before using the UPS API you will need to activate the UPS tool in The Shop using Your Web Developer s UPS Licensing amp Registration wizard Go to the UPS settings page and click on the Activate button to start the process and follow the onscreen instructions You will need your Your Web Developer account number foun
51. ess this can mean that one or more of the services you setup is not available for your package based on the Default address you entered in the Admin and the Shipping address you entered during checkout To troubleshoot rate related issues use the Shop Rates button on the Shipping Carrier s page duplicate the same conditions for your checkout session and see the error messages as reported by the services For more on this see Testing amp Troubleshooting below Testing amp Troubleshooting Rates To test the different shipping Tools simply use the Shop Rates button on each of the settings page pages in the Admin In most cases problems with shipping rates are associated with incorrect account numbers addresses weights or you did activate the tool Test Rates in the Admin The first step in troubleshooting involves using the Shop Rates button found in the Admin First check that your settings Go to the UPS USPS or InterShipper settings pages and make sure the settings are in fact correct only use 5 digit zip code with the USPS Add on Next perform a test using the Shop Rates tool You will be prompted to enter to from addresses weight etc If you are able to retrieve rates during this test than the Tool is installed amp functioning correctly Check your Services Make sure you have enabled the services you want to offer go to the UPS USPS or InterShipper settings pages and be sure you have select
52. ever you should reformat size your images appropriately before uploading them No Wrap This setting will display your large image above the Detailed Description this is sometimes needed particularly if you insert tables or cells into your detailed description By default when No Wrap is not checked your detailed description text is wrapped around the image ltem Type Regular Select this type for regular items that are purchased and shipped to customers Regular No Shipping Select this type if the item is a regular item that does not require shipping For example a membership service or other non tangible good Digital Download No Shipping Select this type if the item is a downloadable file electronic goods such as Software Music E Books etc Then enter the filename of the download which you need to upload to your downloads folder using your own FTP client software contact your web host for more on this When digital download is enabled shipping will not be necessary for this item If an order only contains downloadable items your shoppers will not be given any shipping options Also see the Downloads settings in the Admin Custom Fields Custom1 2 3 etc Since every business has different ways of classifying their products you can categorize items using these custom fields Users in the storefront will be able to search by these fields Some popular uses are Manufacturer Name another part number
53. ey accept the new affiliate is prompted for some basic company information Finally The Shop will generate a unique URL amp affiliate login ID You can setup the affiliate email confirmation to automatically send instructions to your new affiliates You should instruct your new affiliates to link to your site using this special URL which is displayed on the last affiliate sign up page and can be included in the affiliate email confirmation if you use the variable Your new affiliate can use their affiliate login ID to update view their company information as well as any sales that have been generated by their special URL How the Sales are tracked Once your affiliate links back to your website with the affiliate URL issued to them sales can be tracked Anytime a potential shopper visits your site using this affiliate URL a special cookie will be saved on their computer to track their purchases Should the visitor make a purchase the order will be linked to your affiliate By running the affiliate reports in the Admin you will see how much commission to pay your affiliate 41 Email A Friend The Email A Friend feature is designed to let your customers send an email about your products to themselves or others When enabled a special button or link will appear on the Item s page in your shop When pressed your customer will be able to enter the email address of their Friend or they can enter their own email address along wi
54. f your account overview page Nu AUN Step 3 Setup API Access Log in to your PayPal account and click the Profile subtab Click the API Access link under the Account Information column Click the Request API Credential link Select API Signature PayPal will generate a unique signature as well as a username and password Copy Save the credentials you will need to paste them into the Admin see next steps 0NAUNRA Step 4 Enter PayPal Account amp API credentials into the Admin 1 Log in to the Admin 2 Go to the Gateways setup page 3 Under Credit Card Processing section check the first Enable box 4 Scroll down to the PayPal Website Payments Pro section and enable this option 5 Select Direct Payments which includes Express checkout or select Express Checkout only With the Direct Payments method your customers will be prompted for their credit card on your website we do not recommend storing credit card information on your website see the Recommended Security Settings on the Payments setup page in the Admin 6 If you chose Direct Payments you should also decide how you want the payments processed Sale or Authorization If you select Sale than credit cards are charge immediately and no further action is required following checkout If you select Authorization the payment is only authorized in order to receive the funds you must login to your PayPal account and Capture the payment bef
55. f the small and large images that appear on the category details page Image Upload The Shop has a built in Image upload component so you can upload images without having to use FTP software or web tools All images uploaded using this feature will be placed into the shop s Images directory on your web server Image to Upload To upload images for use in your products items categories or any of the customizable pages simply click on the browse button Locate the image typically a GIF or JPG file on your computer and select it Next click on Upload After the file is uploaded to the web server you should see a preview thumbnail image and a confirmation message with the filename You can click on the image or filename to see the full sized image If you experience difficulty such as receive an error message similar to access denied than you must check your web server s security permissions You must have write permission on the Images 44 directory in order for this function to work properly It may be necessary to contact you web hosting provider if you do not host your own site You can maintain the images in the images folder here as well The Admin will display a certain number of files at a time it will group the images together by their filename To see All images click ALL or to see images that start with a certain letter just click the appropriate letter To delete any files check the Delete bo
56. ferent monitor sizes We recommend a page size of 800 Main Columns You must specify the size and spacing for your storefront columns The Shop has three columns enter the amount of space in a percentage that each column should take up In most cases you would also want to include a small space between the columns Your total percents must equal 100 Section Spacing You can specify a height in pixels for example enter 10 to add a space between above or below the sections Page Layout For each different type of storefront page you can specify what elements or sections appears where Click on the magnifying glass icon to open the Layout Window Here you will see the three columns of your storefront You can select the different elements that should appear on that page type If you leave the selection blank nothing will be displayed If a column has no elements selected the entire column is blank the entire column will be hidden and the other store columns will utilize this space For example you can have pages with one two or three columns Custom Pages You can also specify the column layout for each custom page you setup You can access the Layout Window from the custom page s setup or on the master Page Layout setup Sub Category Option Is some instanced you may not want sub categories to appear you can enable disable them here Un checking the Show Subcategories box will hide subcategories in the TLC Top Level C
57. ge you can specify what other elements appear and in what order For example you can have other UD sections appear on your page Page Content This is the main body middle column of your page This area is edited with the built in HTML content editor or you an edit in text only raw html mode If you do not select other elements in the page layout the Page Content will fill the entire page all 3 columns Custom Meta Tags For each custom page you can create a set of unique Meta Tags These are the internal descriptions and keywords that are used by search engines to categorize and list your site and this page Title Keywords Description These fields should be carefully used do not use HTML code or foreign characters in these fields These fields are invisible to your users but not to search engine robots When you submit your site to a search engine the search engine will spider follow your links in your website and read the content It will use the Title Keywords and Description to better categorize and rank your site 53 Text Language The Shop has integrated Language text controls so you can change any of the default Text Messages Buttons and headings right in the Admin Buttons Any button and some text links you see displayed in the storefront can be edited here You can use your own images change the text or even change the type of button Text This is the text words that will appear on the butt
58. ginal category 59 The Formatting settings can be used to change how numbers currency and dates are formatted displayed in The Shop This is used mostly for international web sites Non US The default settings in The Shop are typical for U S merchants We do not recommend making changes to these settings Use web server Lanquage Regional settings This is RECOMMENDED When this option is selected your web server handles all the Data formatting automatically However your web host serer admin has configured the regional settings will determine how numbers currency and dates are formatted Use Re Formatting In order to override the web server s default settings you will need to toggle the Use Re Formatting option When enabled The Shop will override your web server s regional number currency and date settings with the settings below Currency 1st Symbol This is the symbol or character you want to appear BEFORE numbers in your currency In this example 19 99 USD the dollar sign is the first symbol 2nd Symbol This is the symbol or character you want to appear AFTER numbers in your currency In this example 19 99 USD the USD is the last symbol Separator The separator is the character or symbol that appears in the thousands place In this example 5 000 00 the comma after the 5 is the thousands separator Depending on your local currency you would probably want this to be either a com
59. gory page Page Style There are two ways your items can be displayed on the category page in columns or a standard list If you choose columns you must specify the maximum columns you want your items displayed in The number of items and rows depends on your Max Per Page setting You can also specify what elements are visible on the category page Using the different Show checkboxes you can hide or display elements For example you can hide the item s image price description item number or other elements to customize the look of your storefront Meta Tags Meta Tags are the Title Description and Keyword data that is embedded into each category s web page it is used by search engines to determine your listing Note you must submit your site to search engines the Admin does not submit sites for listing You can enter a Title Keywords or description for each category to improve search engine racking If you leave these settings blank the default Meta tags you setup under the Title Keywords settings page will be used 16 Settings Email SMTP server Enter your email server s name or IP address in this field You may need to consult with your email or web provider for this Special Note You should be using an SMTP server that is local to your web server the SMTP server you enter in the Admin is not necessarily the same SMTP server you use on your PC computer Most web hosts have a special SMTP server within their network
60. h web page The site description should brief no more than 255 characters and an accurate description of your online store Search Engine Keywords This is the Keywords meta tag that is written into the HTML head tag of each web page Here you can enter keywords that you think web surfers would search for at a search engine when looking for your site Keywords may be a single word or multiple word phrases The keywords should be separated by commas You should not exceed 255 characters Category amp Custom Page Meta Tags The above mentioned Meta Tags are general other Meta tags can be entered under each Category and Custom page When you edit the Category or Custom page you can change the Meta Tags for those pages If you do not enter Meta Tag information under Categories or Custom pages the main tags above are used on those pages Item Page Meta Tags Item detail pages also have Meta Tags but these are generated automatically for you The item s Name Item Number and Short Description are used to create relevant meta tags Search Engine Submission When submitting your online store to search engines for the first time you should include the shop subfolder in the Url this may speed up the process for some search engines For example if your website Url in the admin is shown as http yoursite com than you should submit the URL as http yoursite com shop Item Product Setup The Shop can be configured
61. he Design are of the Admin Price This is the default regular price per item each It appears throughout the storefront but can be made invisible by checking the Hide Price checkbox Also see the item s Discounts tab for additional price fields and other discount options Sale Price The sale price is only used when you select Yes in the On Sale field When an item is placed on sale the sale price will appear below the regular price which will have a line drawn thru it On Sale This field simply enables disables the sale price Check Yes to place an item on sale Hide Price The Shop allows you to hide conceal prices When you check this checkbox the price including sale price is hidden from your web visitors Also the Buy Now button is removed This is useful if you wish to have items that are catalog only not for sale Or you can use this if an item is out of stock Taxable You can specify if an item is taxable or tax exempt Depending on this setting during checkout tax may or may not be charged on the item See Taxes help topic for setting up taxes Default Qty This field is used to designate the default add to cart quantity If you leave it blank it will automatically be set to one 1 This quantity must be a whole number decimals are not allowed Weight This field is used to set the weight for the item The weight is used for calculating shipping when necessary For lbs amp ounces
62. he total number of orders that can be placed based on a single IP Address A good known customer can be adversely affected by this if the number is set too low You should consider how many purchases your average customer makes and multiply that by the Maximum Per Order setting When either maximum is reached your customer will not be able to complete checkout they will instead see a special message instructing them to contact you for assistance 31 Payment Gateways Credit Card Processing NOTE We strongly recommend that you verify the receipt of all payments with your payment processor aka Gateway before shipping any of your merchandise Enable Real Time Processing during checkout In order to process payments in real time with Authorize net or PayPal s Website Payment s Pro you must check this box in addition to enabling the gateway see below Authorize Net or compatible gateway Authorize NET is the leading internet payment processor This is the recommended method of authorizing and collecting credit card payments online A merchant account is required If your payment processor is compatible with Authorize net their system accepts transactions formatted with Authorize net s parameters you can enable the Authorize net Gateway see below Login ID Here you must enter your login ID as provided by your merchant services bank Transaction Key Enter the unique key that was generated by your gateway for you This w
63. ill serve as a password that will be sent along with your Login ID to authenticate the transaction See your Authorize NET or compatible gateway user guide for further instructions Use Password NOT RECOMMENDED While you can simply enter your Authorize net Password here to start processing this is not recommended You should contact Authorize net about generating a unique transaction key instead See your Authorize NET or compatible gateway user guide for further instructions Currency Code Here you must enter the currency code for your country The default is USD U S Dollars See your Authorize NET or compatible gateway user guide for further instructions Security Considerations Review all security documentation from Authorize NET or compatible gateway before utilizing this method You must have your SSL link enabled to use this feature Authorize NET Compatible Gateways The Shop can be used with other payment processors that are compatible with Authorize net s basic parameters You should consult with your Payment Gateway regarding setup and parameters The Shop allows you to use an alternate processing transaction URL Simply enter the URL to your payment gateway s server in the Alternate Processing URL field and enable it When enabled the transaction will be posted to your gateway s server rather than the Authorize net server NOTE Your Web Developer can only provide limited support when compatible gateways are
64. ithout written permission from the software vendor Contact your web master or systems administrator for more information 63
65. l the colors of OpenCube s Infinite Menus aka Imenu See Imenu in this documentation for more information on this menu Headings Headings are located just above each UD section above items categories etc Here you can specify the default color amp style To use your own images or to change the colors or text for headings on an individual basis click on Headings or Language in the Admin Buttons You can specify the default color amp style of the buttons in the storefront To use your own images or to change the colors or text for buttons on an individual basis click on Buttons or Language in the Admin Template Customization For more sophisticated designs or layouts you need to define your shop s colors in the template rather than using the Admin s Color settings CSS CSS Cascading Style Sheets is a standardized way of defining colors and font related attributes The CSS code for The Shop is in the main HTML template file In your shop directory simply modify the CSS attributes in the HEAD section of the template htm file You can open and edit this CSS code in these files with Microsoft Notepad or any HTML Development software It is not usually necessary to edit the forms or other asp aspx files just the CSS code in the CSS or HTML template files NOTE Some knowledge of HTML CSS is needed in order to customize the template We recommend that you contact your web designer developer for assistance For
66. ma or a period dot Decimal Symbol The decimal symbol is the character or symbol that appears after the whole numbers In this example 5 000 00 the dot period just before the last two zeros is the decimal symbol Depending on your local currency you would probably want this to be either a comma or a period dot Numbers Separator The separator is the character or symbol that appears in the thousands place In this example 5 000 00 the comma after the 5 is the thousands separator Depending on your region you would probably want this to be either a comma or a period dot Decimal Symbol The decimal symbol is the character or symbol that appears after the whole numbers In this example 5 000 00 the dot period just before the last two zeros is the decimal symbol Depending on your region you would probably want this to be either a comma or a period dot Dates Separator The separator is the characters or symbol that you want to display between the Year Month and Day in your dates This would typically be one of the following 60 Format You can choose in which order the Year Month or Day appears Choose what is most commonly used in your region Database Matching Conversion The settings below are advanced settings used for internal re formatting of data when The Shop saves to your database If you encounter error message when saving currency numbers or dates you may
67. mbs e Newsletter ODT M e atest danagin ctegiesietiqadec E A lettre elected senate E Ae elec lghaue ecto scans EO ein ono adn a Ea onic ile au amibie asians OT Si A tava dea vate bc awake Me vues cease Meek Weck Nawaa ee eMac ee ewe danas o sc ccck crn duane smncoinaanlaniiasn a a a dean Gi mlexdn Onan E a snDeah Glen dengan caduenncvasd mina ritaniananusandeenGs sm AEE Aa EA AAE RR Order ISS sg sia cc aoc era aps a IR ase Sa a rw tek Wid is nln AR a SDA pa aN ep Riad pa geek E E e EE A pA TAN mde EN Order Data AP A a E neta ia inaieatad edna vagy E E iad entenredniernadauueread i Ea E EAN JNVENTOFY ico tn A iE ea A A A aE a DNN a SUPPORT A A AA A NEEE Custom Rates ooccccnccnnononennnns Free Shipping wd UPS Rates iii A A oabsaaiouashadnendane e auienen seeder i ISP SRA A A cla InterShipper Rates oocococcncnnonconons Enabling Real Time Shipping Rates zi Testing amp Troubleshooting Rates cuicos enana AEE eadein iena aE DE EA ASAE ENEE EAEE DES SE el ESNE ei n el MAESTRA A O EE E OE Global Tax Rate comccccccnconononss Country Tax Rate sesser State Province Region Tax Rate ai Tax Exempt PEO UCES vai A A dais DISCOS o Customer DISCOUMES ii A A oa Order Discounts COUPONS ara A O O a ic Item Discounts Quantity Pricing PayMentS ccceeeeeee eens Payment Methods 0 08 Offline Credit Card Form Credit Cards Pay by Mail Payment ProcesSing 00seeeee
68. mined by the user While this is the preferred method for distributing file downloads it can be problematic with some browsers depending on the users security amp firewall settings The Physical Location method is a traditional way of downloading a URL to the file is used When the user clicks a link or is directed to a specific page the browser downloads the file on its own using the real location of the file NOTE Use the Send it chunks stream method is recommended if your file downloads are large for example files that are more than 1 megabyte Keep in mind this method can be used for any sized files and may increase server performance regardless of the download size Download Availability This setting determines when the user can download When set to Automatic downloads are available immediately after an order is placed This is appropriate when you use Authorize net or other real time processing It may not be the best choice if you want to verify payments before allowing downloads Select the Manual method to hold downloads until you approve them To release the user s download go to the Order in the Admin and click the Status tab See the Enable Downloads options there 43 Image Sizes Settings Fix Thumbnail Image Sizes To make your storefront appear more consistent you can enable fixed sizes for images This setting will force the web browser to resize the Thumbnail images to your specifications Since
69. more on customizing the template see the separate Template Customization Guide 46 Page Layout You can specify which storefront element such as your User Defined UD1 10 sections Category List TLC or even featured items Page Width This is the actual width of the shop pages usually specified in pixels The standard size of a page should be around 800 pixels you would simply enter 800 However depending on your needs and the type of customer you have you may feel the need to make the page appear larger or smaller You can also specify a size in Percentage for example if you entered 100 The Shop would fill the entire width of the page See notes below NOTES While you can change the width to a percent like 100 to fill the screen instead of 800 pixels the problem is this what looks good to you might look terrible on another person s browser After all every computer can have a different screen size so with a percentage your store will not look the same to everyone sometimes It may look bad pages wrapped and text in odd places The fixed width ensures that it looks exactly the same on every person s computer Some developers overlook this when designing sites and their great design falls to pieces on some browsers computers With a dynamic database driven site such as The Shop where every page can be different a fixed pixel width is ideal Otherwise you risk having unpredictable results on all the dif
70. n be displayed in Item s Detail page according to your Page Layout settings See Page Layout settings under Design To add or remove a related item click the Related Items tab Item Options You can have as many options associated with an item as you wish For example if your item is a shoe and you want to offer it in different sizes you may want to create a list of choices called Size and in that list would be a list of the available sizes for example Men s 10 Men s 11 etc For more on setting up options see the Item Options section in this document 11 Reviews amp Ratings With The Shop you can allow your customer s to write reviews and rate your products To manage item product reviews click on Customers then click on Reviews and see the Settings tab Enable Before your customers can begin writing reviews you must enable this feature There are three options 1 Reviews allowed for specified items This option allows you to specify on a per item basis which products can be reviewed When enabled you must go to the individual item in the Admin and toggle the Enable Item Reviews option 2 Reviews allowed All Items This option will allow all customers the ability to write a review for any item in your shop This will override the individual Item s settings so even if the product does not have the Enable Item Reviews option checked customers can still review it
71. on applies to all buttons except when an image is used Text Color This is the color of the text that appears on the button does not apply to images Background Color This is the color of the text that appears on the button s background does not apply to images Button Style To make your storefront unique you can also specify different types of buttons or use your own images When Use Image is selected you can enter an URL to your own image or you click the Image icon to insert images that are already uploaded to your images directory Error Text Messages Here you can edit some of the longer messages that are displayed You can change the text displayed when an error occurs etc Section Headings The Section headings are the Text or Graphic headings that appear above the different sections of your storefront You can change the text type of graphic and even use images for headings Form Field Headings Here you can change rename the headings or field descriptions These are usually shorter descriptions or field names 54 User Security Users Under the User Security section in the Admin you will see all the users that you have been setup with Administrator privileges access to the Admin Passwords amp Security Level For each user you can assign a password and a security level There are two levels of security Level 1 and Level 2 A Level 1 user has full access to The Shop Level 2 users cannot access
72. or even things like Title Artist for art music etc Before using these custom fields you must enable and name them see Item Settings These fields are not turned on by default Category Assignment You can assign each item product to as many categories as you wish To associate an item with a category click on the Add Category button on the item s category tab 10 Alternate Wholesale Pricing For each item in the shop you can configure 3 different price levels tiers 3 different sets of prices Which price a particular customer sees is determined by the price level associated with their account To enable these additional prices check the Enable box found on the Discounts tab of the particular item and enter both a Regular and Sale price for each level you want to use To assign a particular level with a customer navigate to the Customer s profile in the admin click on Customers or use the Search to locate the customer Just beneath the customer s address is the option to select which level tier the customer belongs to Note The customer must be logged in to view their prices prices shown in the shop will default to the normal price when they are not logged in Quantity Based Discounts You can specify a quantity based discount for each item Meaning you can set a different price based on the quantity your customer purchases So instead of just multiplying the price by the quantity being purchase
73. ore the authorization expires 7 Enter your PayPal account details in the Admin including the API credentials you created earlier Optional Testing You can test the API processing by enabling the Test Mode on the Gateways setup page in the Admin When this mode is checked all PayPal API transactions will go thru PayPal s Sandbox environment In order to use the PayPal Sandbox you must setup a special developer account for this contact PayPal for more information on how to use their Sandbox or go to https developer paypal com Please note Your Web Developer does not provide support for Sandbox accounts 33 Google Checkout Google checkout is an alternate way for your customers to make their purchase When enabled your customers will see a special Google Checkout button image on the shopping cart page If your customer chooses to click it they will be able to bypass the regular The Shop checkout flow and instead checkout using Google s system rather than yours Merchants who don t have an existing Google account must first sign up for this service at http checkout google com sell Once you setup an account you can locate your Merchant ID and Merchant Key on the Settings Tab see the Integration page To start using Google Checkout just enter your Merchant ID and Merchant Key into the Admin on the Gateways page Next click Enable and Save Finally make sure you have checked Enable Payment Processing via Gatew
74. ot be changed Status You can setup as many Order Status types as you need see the Orders settings page When an order is started a default status of Incomplete is entered When the order has reached or completed the payment portion of checkout the status is changed to New These initial status codes cannot be changed 21 Carrier Tracking Number This is optional and will only appear if your customer was prompted for a Shipping Service After you ship a package to your customer you may want to enter a tracking number You can edit the tracking number by clicking on the Shipping tab while viewing an order summary Your customer will be able to view this tracking number when they log in Billing amp Shipping Addresses These addresses are part of the order record you can change them without affecting any other orders or the customer s account Payment Type This field is used to represent the payment method selected during checkout or the credit card type If you are using a payment gateway the gateway s name will appear here instead of credit card type Credit Card Number During checkout if you are processing payments with Authorize net AIM or have enabled the offline mode your customer will be prompted to provide their credit card number The card number will appear in this field Credit card numbers are encrypted and can only be viewed through The Shop or the Admin you cannot access the number by opening the
75. our customers will be able to see these comments when they login and view their order online Use this field to post special notes tracking details or other information related to the order that you want your customer to see 22 Inventory eee The Shop has integrated inventory control it can track inventory for each item automatically Each time a shopper purchases an item the quantity sold is deducted from inventory upon completion of the checkout process Out of Stock Threshold This number determines when an item is considered out of stock and when related messages are displayed This is the cut off point if inventory for an item goes below the threshold the out of stock message is displayed and item cannot be purchased see other settings below This number would normally be zero however it can be a positive or negative number Display Out of Stock Messages This is the On Off switch for the Out of stock message When inventory for an item is below the threshold an out of stock message can be displayed on the item s detail page and in ohtre places the item appears You can customize the message that is displayed to your customer Message The In and Out of stock message can be customized You can type any text you want For the In Stock message you can include a special shop variable QTY to indicate the actual inventory quantity available Here is a typical example of stock messages In Stock There are
76. rvice InterShipper is a 3rd party service that provides instant real time shipping rates Please contact InterShipper for your own User ID and Password before using this tool in The Shop Enabling Real Time Shipping Rates In order for the UPS U S P S or InterShipper services to appear to your customer during checkout you must first enable the appropriate services by selecting the individual services you want to offer Enable Services On the UPS USPS or InterShipper settings page you will find the list of all of the available services Check the services you want to offer to your customers You can rename them by changing the Display Name and you can add a handling fee additional amount to the charge 25 Error Handling For each Carrier you can specify how to handle errors For instance if an error occurs while processing rates or the rate cannot be retrieved for a service carrier or the service is not available between your default Address Zip code and the Address the customer provided If you select Minimum Charge whatever minimum charge you entered next to the service will be used You can also specify if the rate should be shown as Unavailable or just hidden We recommend that you select Hide because in most cases service is not being offered by the carrier for a reason it s probably not available for that particular shipment If you receive a Some Rates were not available message during the checkout proc
77. s mode is checked all Google transactions will go thru their Sandbox environment In order to use the Google Sandbox you must setup a special sandbox account for this contact Google for more information on how to use their Sandbox or go to http sandbox google com sell Please note Your Web Developer does not provide support for Sandbox accounts PayPal Standard If you do not have a merchant account you may choose to enable this payment gateway A PayPal account is required Enter the email address you use to login to PayPal Select the appropriate currency code During checkout web shoppers will be redirected to the PayPal payment form After they complete their payment they will be returned to your storefront where a receipt and order thank you message can be displayed 2C0 2Checkout com This is another popular payment gateway 2Checkout com is a 3rd party merchant services alternative To use this gateway simply enter the SID as provided by 2Checkout com During checkout web shoppers will be redirected to the 2Checkout payment form After they complete their payment they can be returned to your storefront where a receipt and order thank you message can be displayed To return 34 shoppers back to your site login to your 2CO Account and enable the Approved or Pending URLs found under Look amp Feel see Gateway Return URLs below WorldPay Select Junior A WorldPay account is required for this gateway Enter your
78. s used this code in an order and the remaining balance is 0 00 Redeemed Partial This means that it was redeemed but not for the full value The customer can use it again until the balance is zero The Status must be set to Sent before it can be redeemed To This is the To name the customer entered while ordering this GC 37 From This is the From name they customer entered while ordering the GC Amount This is the full value of the GC as purchased Message This is the text message the customer entered while ordering the GC Send Via Email Mail These toggles indicate how the GC should be handled whether you should email the GC code or mail a physical Certificate to the Address provided Send Button After you create a GC or it s purchased online you will see a Send Button on the GC s setup page This button can be used to send the default GC email message which you can setup under Email in the Admin The email message can contain any text you wish along with instructions on how to redeem the GC and the code After you send the GC email you should change the status to Sent so that the code is Active in The Shop If you sell Gift Certificates at a retail location and want to allow redemption online you can create Gift Certificates in the Admin See the Gift Certificate Heading and click on Add New 38 WishLists The Shop has a built in Wishlist type feature Your customers can easily establish
79. should not contain any unusual characters and no symbols The description of the status code is only visible to you Order Numbers Next Order Number The Shop automatically generates order numbers but you can determine the next order number The is the number that will be assigned to the next order received The number will automatically increment by 1 after each order Order numbers may not be generated sequentially By design an order number is assigned as soon as the customer provides their Address information during checkout meaning that if they abandoned the checkout that order number will be skipped never used again for tracking and security reasons Order Data All of the data collected during checkout is stored in your shop s database it can be viewed by you in the Admin and your customer can view certain details and check the status of an order by logging in with their email address and account password To edit or view orders or any order related information navigate to the Order Summary in the Admin You can locate orders easily by searching for them by status order number date or name Below is a description of some of the commonly used order fields Order No The order number is generated automatically during checkout and cannot be changed You can set the Next Order Number in the Admin on the Orders settings page Order Date This is automatically entered at the time the order is initiated and cann
80. stomer s From Address This is only recommended if you host your own SMTP server and it is local to your web server meaning it is installed on the same network as where your web server is This option will make it easier to reply to a Contact Us email however a mis configured SMTP server may refuse to relay emails that have an unknown From email address Order Confirmation The Shop can be configured to automatically send an email to your customers immediately after they make an online purchase This email can be customized by you Send Email Confirmation Check this box if you wish to enable this feature From Name Here you enter the name as it should appear Example YourStore com From Email Here enter the email address from which the email will seem it came Example you domainname com Do not use quotes or names simply type the email address This will also be the reply to address if someone replies to this email it will go this address NOTE Since many email servers check for valid From email addresses we recommend you use an email address that has the same domain name as your website In other words it should be an email address that your web host is configured to host Subject Type the subject of the Order confirmation email Example YourStore com Order Confirmation Email Text Type the body of the email here Here you can use The Shop Order variables Variables are built in code words that yo
81. ted This is primarily for calculating shipping charges For example if you are selling shoes and Men s shoes weight less than Women s this could affect the shipping charge 13 List Order You can specify the order in which this option will appear in the group list for example if you want this option to show first in a dropdown list enter 1 for second in the list enter 2 etc Set as Default This is recommended in situations where you have price adjustments When you make an option a default it will be pre selected and the product item s price will include the pre selected option You should also use this if you have your shop configured to show the Buy Now button in places other than the Item s main detail page Customers will only be able to select options when on the Item s Detail page To see some typical examples of how you can configure item options be sure to visit our demo storefronts found on the Demos page of our site Options with Inventory Basic Options Method 1 Create a regular option like above after creating the option item check the Enable Inventory box and enter the available quantity for the option When this option is purchased with an item during checkout the inventory quantity will be reduced accordingly Existing Items Method 2 This method would be more appropriate if your options require or have a Sku Part Number While more complex this method would be similar to how most
82. text link will appear near the bottom of The Shop storefront just above the Bottom Banner section Custom Menu When enabled a text link will appear in your custom menu You can force the custom menu to appear on any storefront page see Page Layout help topic Row This is the Row that the Tab Link will appear Rows are from bottom to top for example Row 1 appears as the bottom row It you create too many tabs on one row the storefront layout may be affected as the Tabs do not wrap into the next row Position Order This is the position in the row that they will appear for example position 1 appears first on the Left If you want the tabs sorted alphabetically make them all the same number Link To Home Page This is the main page that appears when a user enters your site Category List Displays A listing of all Top Level Categories Categories that do not have a Parent Category assigned to them and the short description Contact Us A contact Us form where visitors can email you from You must also enable this under Email for the page to function Features Page This page lists all items that have the Featured setting turned on The item name small image price and a short description is displayed here Affiliates Page This is the main page for Affiliates they can register or login here Gift Certificates Page This is the main page for purchasing Gift Certificates see Gift Certificates help topic
83. th a private note message The Shop will send the recipient an email that will include a message you setup plus the message your customer included along with a link to the Item Initial Set Up Go to Settings gt Email A Friend Click Enable to turn this feature on Before enabling you must make sure you have configured The Shop basic Email settings SMTP Server Admin email address etc these settings are found under Settings gt Email Customize the Message Next you are ready to enter the From Name From Email address Subject and Message body for the Email A Friend email The From names and email address is what the recipient will see You can customize the email message by adding or removing several variables see below for an example To insert the Sender your customer information SENDERNAME MESSAGE To insert Item Details ITEMNO ITEMNAME ITEMDESC ITEMURL A typical message body might look like this This message was sent from SENDERNAME Message MESSAGE Item Name ITEMNAME Item Description ITEMDESC URL to Product ITEMURL By moving or removing these special variables you can fully customize the message 42 Digital Items Download Method Here you must specify the technology used during the download process The Stream method is the more secure choice files are streamed to the web browser and the location of the file cannot be deter
84. that is located in the images directory on your web server Example picture jpg or you can enter the URL to the image if it s locate somewhere else on the web for example http somesite com image gif Unless you are entering a URL do not use or Y characters in the filename This image will be automatically resized in the browser to the dimensions you entered on the Image Size settings page see Image Sizes in the Admin in the Design area However you should reformat size your images appropriately before uploading them 15 Large Image The large image appears on the Category detail page just beneath the category s name You can enter the filename of any image that is located in the images directory on your web server Example picture jpg or you can enter the URL to the image if it s locate somewhere else on the web for example http somesite com image gif Unless you are entering a URL do not use or Y characters in the filename We recommend that your image should not be larger than 400 pixels in width as it might crowd the page This image will be automatically resized in the browser to the dimensions you entered on the Image Size settings page see Image Sizes in the Admin in the Design area However you should reformat size your images appropriately before uploading them Category ltems Max Per Page This setting allows you to specify how many category items should appear on a given cate
85. ting shipping Ship To Country If you want to offer a particular service only to a specified country select a country Select ALL if this service applies to All countries you ship to Select ALL Others if you want this service to apply to all the countries you did not setup services for For example you created services for US and CA and you want this service to apply to all the others all countries except US And CA Order Subtotal Method This means the rate will be calculated according to the order subtotal You can specify ranges and for each range you can specify an actual charge or percentage of the order subtotal Weight Method This means the rate will be calculated according to the total weight of the order You can specify ranges and for each range you can specify an actual charge or a per lb kg rate Number of ltems Method You can charge shipping based on the number of items purchased You can specify ranges for each range you can specify an actual charge or a per item charge Per Item Shipping Charge When this method is selected the Shipping Charge entered in each item s setup will be used Be sure you enter a Shipping Charge for each item Determined Later Method When you choose this method your customers will not know how much shipping will cost No rate is displayed Unavailable will be shown in place of a rate Estimated When this box is checked the rate you enter will be displayed to your custom
86. trict Usage You can limit how many times a Discount code can be used For example if you only want the first 100 shoppers to get this discount check the Restrict Usage box and enter 10 in the Max Usage field Item Discounts Quantity Pricing This type of discount only applies to a specific item and is directly related to the quantity purchased By design you must first enable this feature navigate to the Discounts settings page to turn this feature on Display Item Discount prices This will display quantity discount prices on the item detail page where applicable Setup quantity prices on the item detail page Next to setup the actual discount prices based on quantity navigate to each item and click that item s Discounts tab From To Range You will need to specify the quantity range so that The Shop knows when to apply this special pricing For example if you wanted to offer a lower price on your item if your customer buys 2 10 simply enter 2 in the From field and 10 in the To field For ranges with no maximum limit ex Buy 10 or more you would enter a From number of 10 and an very high number in the To field ex 9999 Price Sale Price For each range you can specify a specific price per each The Sale price is used for the item if it is listed as On Sale Discount Percent For each range you can specify a percentage off off the original price listed in the item setup Message By def
87. u can enter the filename of any image that is located in the images directory on your web server Example picture jpg or you can enter the URL to the image if it s located somewhere else on the web for example http somesite com image gif Unless you are entering a URL do not use or Y characters in the filename This image will be automatically resized in the browser to the dimensions you entered on the Image Size settings page see Image Sizes in the Admin in the Design area However you should reformat size your images appropriately before uploading them Large Image The large image appears on the Item detail page You can enter the filename of any image that is located in the images directory on your web server Example picture jpg Or you can enter the URL to the image if it s located somewhere else on the web for example http somesite com image gif Unless you are entering a URL do not use or characters in the filename We recommend that your image not be larger than 200 pixels in width as it might crowd the page This image is not automatically resized see below Resize Large Image In some cases your large image might exceed the recommended width or may be too small to fill the page If you check this resize image checkbox The Shop will automatically resize the image in the browser to the dimensions you entered on the Image Size settings page see Image Sizes in the Admin How
88. u type into the body of the email text for example CUSTNAME When The Shop generates this email at the end of the order process it will replace the variables with the appropriate information or text Below is a list of variables for use in the Order Confirmation email body Order Number ORDERNO Customer Name CUSTNAME Current Date DATE Order Link ORDERLINK The order link is an http link to the order status page 18 Password Recovery The Shop can be configured to send Forgotten Passwords to your customers If one of your registered customers someone who has previously made a purchase online forgets their password they can request it be sent to them by email Customer passwords are recorded during the checkout process and are required to access the order status page and when returning to make another purchase This is an automated process Allow Password Recovery Check this box if you wish to enable password recovery If you choose not to enable it web visitors will not see the link to this special page From Name Here you enter the name as it should appear in the email header Example YourStore com From Email Here enter the email address from which the email will seem it came Example you domainname com Do not use quotes or names simply type the email address This will also be the reply to address if someone replies to this email it will go this address NOTE Since many email servers che
89. understand how you can setup items categories custom pages etc There is no right or wrong way to setup your storefront but you should put thought into it so you end up with a well organized storefront Below is a checklist of the most common First Steps Setup the Admin users very important that you secure access to the Admin Enter your Domain Name URL under URL SSL setup Activation contact your system administrator for assistance if you are being asked to activate Create Categories Create Items Products and assign them to your categories Upload primary images and logos see Images Using the built in Content Editor insert your custom graphics and customize the different storefront sections See Page Content and Page Layout click on Design Configure the email settings and default messages see Email Configure the checkout flow order inventory shipping tax and payment settings Click on Settings Setup Basics User Security Upon entering the Admin for the first time you may see a warning message stating that you have not set up any users We recommend that you create at least one admin user right away From the main Admin menu choose User Security under Advanced section Press the Add New User button to create a new the Admin user Username The user name should be unique to the User this should be a single word with no spaces For ex
90. with an unlimited number of products items From the main menu in the Admin under Items you can select Show All to view all items There are also a few shortcuts to Sale and Featured items At any time you can use the search feature to locate items by number or name To create new items click on Add New Item Fields Below is a description of some of the commonly used fields ltem No Sku The item number field is required for each item You should keep it short 8 characters if possible as long item numbers will adversely affect the layout the look of many of the category pages Name The item name should be kept short as well although you can enter names up to 255 characters in length Keep in mind this may be used by search engines so make sure the name is relevant and accurately portrays the product Active You must choose Yes in this field to make the item visible in your storefront You can use this to turn items on and off as needed When No is selected the item will not be visible in the shop nor can anyone search for it Featured Featured items are normal items in regular categories that you wish to give extra promotion perhaps hot sellers or sale items Items that are flagged as featured appear on the features page which is accessible from the main menu in the storefront They are also randomly displayed throughout your shop determined by your Page Layout settings See Page Layout under t
91. x and then click the Delete button SHARED SSL Users If you are uploading images for use in the store front design images other than items or categories and you are using a shared SSL URL that does not point to the same directory as the Non SSL it may be necessary to upload images twice First log in to the Admin using the SSL link and upload the images Next log in to the Admin using the Non SSL link and upload the images again By doing this you will be placing a copy of the image in both images directories 45 Default Colors Colors 8 Fonts The Admin has a built in page for setting your basic colors for text buttons and some headings The Admin s Default Colors page gives you a starting point but for more complex designs you may want to consider customizing the HTML template system See the Template Customization below for more on this Font You can specify the general font that will be used storewide Text Here you can set the default colors for the basic storefront text Background You can specify the background colors of the different sections of the storefront Borders In conjunction with the backgrounds you may also want to modify the borders for the sections Menu Tabs You change the different colors and styles of the Menu Tabs top menu buttons To use your own images or customize each tab separately go to the Menu Tab page there you can specify on a Tab by Tab basis DropDown Menu You can contro
92. xable If you have a specific item in your store that is tax exempt locate the item and select No in the Taxable field 27 There are a few types of Discounts in The Shop per Customer per Order Coupon Codes and Item Discounts a k a Quantity Pricing Please note some of these features need to be turned on enabled before they will work See instructions or the appropriate settings page in the Admin for enabling Customer Discounts You can offer discounts based on the customer you can configure the shop to offer unique prices based on the price level you associate with a particular customer s account or a discount percent you enter in their profile Navigate to the customer s profile or create a new Customer to manage this type of discount Price Level Also known as a Tier this setting lets you associate a particular group of prices with this customer If you select Level 1 or Level 2 the customer when logged in will see a different set of prices This is very useful if you have regular customers and other types wholesale for example To configure the actual prices go to the product page and click the Discounts tab to enable amp set prices for the additional levels Discount Percent This setting gives you the ability to apply a fixed percentage discount to each customer So if you have a particular customer you want to offer a certain discount to you just enter that percentage and the customer s prices will
93. xt Color hover Basic Settings Enable To turn on the Menu check this box Be sure you have setup some Menu Links with the DropDown Type selected Menu Width This is the total width of the Menu You need to specify the width of the Menu in pixels For Example 800 a typical page width Dropdown Width This is the width of each individual Main menu item For the best appearance you should divide the number of Main menu items you will have by the Menu Width We recommend a width of 100 Customization Notes if you want to change the style effects or other aspects of the Menu we encourage you to contact OpenCube about their CSS DHTML menus Because The Shop is template based you can purchase your own Menu customize it for your site and then simply insert the appropriate code into The Shop s template htm file Some experience with HTML and other programming languages may be required 52 Custom Pages The Shop allows you to setup an unlimited number of custom pages dynamic pages that consist of The Shop Top Bottom headers along with your own content Name This is an internal name to help you identify this page This text will appear as the page heading if you have not setup a Page Heading Page Heading This is the heading that will appear above the page s body Page Content Like all other storefront headings you can specify text colors style and images Page Layout For each custom pa
94. y detail page in the Subcategory section In other words this description is only seen when the category is being shown as a subcategory on another category s page Use the Detailed description for primary descriptive text List Order Optionally you can enter a number here This number will be used when your categories are set to sort by Specified List Order For example if you do not want your categories amp subcategories to be listed alphabetically you can specify the order in which they are shown using numbers for example lower numbers appear first higher numbers appear last Detailed Description The detailed description is edited using the built in HTML or Content editor This gives you unlimited formatting controls over text and you can even insert images or other code This content appears on the Category detail page users will be taken to it whenever they click on a category from within the store The detailed description has no length limitations however if you are inserting images or tables we recommend that they do not exceed 350 pixels in width to prevent the page from being stretched You can also edit the raw HTML code if you are experienced with HTML use the second edit button shown Thumbnail small Image The thumbnail or small image appears on when the category is being shown as a sub category when the customer viewing this category s parent category You can enter the filename of any image
95. you can switch The Shop to function with two weight fields see the Inventory settings page Optional Shipping Charge If you want to charge shipping on a per item basis you can specify a shipping charge here This charge will only be used when you have setup a Custom Service and selected Per Item Shipping as the Rate method See Shipping in this Guide for more information Current Inventory This is the available quantity how many of this item you have Each time a customer purchases an item in your online store inventory is adjusted accordingly See Inventory settings for more on enforcing and managing your inventory Short Description The short description appears on the Category detail page when an item is associated with a category for example and someone is viewing that category This should be kept relatively short as a very long short description will lead to very long Category pages Keep in mind this may be used by search engines so make sure this description is relevant to what is on the Item s page Detailed Description The detailed description is edited using the built in HTML or Content editor which provides unlimited formatting options To edit the description click on the edit button You can insert additional images or graphics into the description creating a professional brochure like item page The detailed description has no length limitations however if you are inserting images or tables we recommend that

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