Quick Start Guide V6.16
Contents
1. BA New registration Product settings HA Change password t you Search HA Create a user account your ket settin E Request to confirm the new e mail address Bedi sotinge mail Order document settings gt Order status Y eBay settings Restart of the setup assistant gt Bookings Page 28 eCorner Secure eBusiness Solutions Then click on one of the activated events enter informative text into the corresponding fields and enter a sender s address Make sure to save your entries E mail events E mails to the admir gt Registration and user data Order status Event Order receip confirmation 2 ES Order status Viewed Start Orders Customers Products Content Categories Booking system E mail events Order receipt confirmation Use The customer receives this e mail directly after completing his order in the shop Tt Activate e mail event wiss Mo From test test test ittest com au gt To E mail address of the user Copy Blind copy Subject Order receipt confirmation of your order Alias See E TTT STEET ee ee Additional information Phone Your onder Onder no 1075 s Customer no 1088 Onder date 2 07 2013 Thank you for your order PO Box 938 1675 Gladesville Australia I D infoeconer Com Su I Save Page 29 eCorner Secure eBusiness Solutions Shopping Basket Settings The shopping basket is an important part of y2. eCorner 18 19 20 EA Secure eBusiness Solutions Mini shopping basket Sign in Shopping basket Informational text and Google map Home page text Full text product search Promotional products Newsletter subscription PayPal logo and Credit Cards accepted Products on the home page GST and Delivery message Copyright message designs Information pages gt Link to privacy policy Design gt Advanced design lt Style gt gt Insert page element gt Shopping basket and order gt Shopping basket summary as box Design gt Advanced design lt Style gt gt Insert page element gt Customers and sign in gt Customer Sign in as a box Design gt Advanced design lt Style gt gt Insert page element gt Shopping basket summary as box Design gt Advanced design lt Style gt gt Insert page element gt User defined page elements gt Text gt Text editor gt Gadgets gt Maps Content Categories gt Datasheet view gt General Design gt Advanced design lt Style gt gt Insert page element gt Categories and product gt Product search with link Advanced search Content Categories gt Create a Promotional products category gt Assign products Design gt Advanced design lt Style gt gt Insert page element gt Customers and sign in gt Newsletter subscription as a box Design gt Advanced design lt Style gt gt Insert page element gt Paym
3. 6 Check your work 15 Congratulations your initial design iS compleiel eee cecccsseseeccceeseeeeeeeseeeeeeeseeeeeeeeeeseeseeesesseseeeeeneas 15 Complete Your Store Set Up 16 First Steps CHECKS ssssadeccssitis2ooceccuasennicusrociondienad sodden ieslenesinsd cauaesawenshsepdewceamdnesedesevsnwetsnneedasdsaienelagencee 16 Here is a bit more detail on First Steps Checklist cc ceeecccccccceceeeeeeeeeeeeeeeeeeeeeeeeeesssaaaeeeeeeeeeesaeaesees 17 EE lee net 19 Bee e 19 Daa NeeL MODE siarsio tone sata cee erqcncne a r rE A o E i r sess T 19 Bee Te 20 Bye Reg Ode e EE 20 e lee Produ nn ee ee et ae ne EEE ee 21 Creating a NEW Produ asesisdsicaniakne eiai eE E a aiee ai 21 FP POOUCT IIS SC TION EE 22 Assigning a Product to Eeer 23 Pao POUC EOUN EE 24 Activate Delivery Methode 24 Delivery Methods eegen 25 Activate Payment Meihode 26 Making your payment method visible nn00nnnnnnaannnnnennnnosnnnnnnennnnnorrnrnrnsrnnennsnrnrensrnrrresrnnrrrssnnrrerennne 27 Final Steps tO Ee RE 28 Define cache settings ccccceeccccceseceeceeeeeeceeeeeeseeseeeeeaeeeeseaeeeeeeaeeeeseaeeessaeeessegeeessaeeeessenesesenaneess 28 Activate E Mail Events 28 Shopping Basket Gettmgs 30 Test Your SHOP EE 32 Open Your SOD EEN 32 ele e EN ER MANOR Your SICA SICA EE 32 Default design elements Of a shop s NOME page sn nnnsnsennnressnnnnensrnrnnnsnnnrnnsrnrnrrsrnreresnnnrrensnnrerrnne 33 Delivery Method Setting up Australia Hoer 35 Pre
4. DO System standard Website Payments Pro Payflow Edition Cash Gel i FayFoint Gateway Hosted IMA O System standard PayPoint Gateway Hosted Direct debit authorisation Gel WorldPay O Select entry D PayPal Express Checkout al ey Once you have added a new payment method you will see it available in the list of payment methods but it will be greyed out and the words Complete if will appear You can open the payment method by clicking on the payment method name or Complete i O P PayPal PayPal Express Checkout d Complete it PayPal Express Checkout O 60 emon e Loo 9999 When you open the payment method you will need to complete certain settings in order to enable the payment method for testing It is very important that you set the Operational mode to Test before doing any testing of the PayPal payment method The settings will be different for each payment method Tips and Hints Follow the Tips and hints link to ensure that your visitors see the PayPal logo and the credit cards that you accept H a n e H g e by i mj i oe 1 b Pay m i G S SES SE Ve z e SE m mmi wr ORE RS Cl isolay list of orders processed using Paveral Cypress 7 ia E Sg B Sa WW E ell A E mail event PayPal Payment rejected Vessage Nal CUSTOMErs frecelve When tner pai Page design ATIT The a Favr a Page 39 eCorner Secure eBusiness Solutions General Tab Payrennt metho
5. Postcode Town 3000 Melbourne Dream Vacations Country GEN Escapte from the day to day Logo Required fields Back Next Page 12 eCorner Secure eBusiness Solutions You can also upload a logo that will be scaled to fit the template that you are using by clicking the Upload file button which is next to Logo Logo amp contact information Enter the most important data for your website and your contact information Topic gt Layout gt Design gt gt Settings gt Verity What is the name of your company or organisation How can your customers reach you Company name Getaway First name John Surname Smith What do you want to call your website mn EEEE EEE H H E mail info getaway com au Name of website Dre am Vacations Phone ce slogan Escapte from the day to day pi TT Logo g OR Upload file House no Street 444 Bourke Street Preview Postcode Town 3000 Melbourne Dream Vacations Country Australia x Escapte from the day fo day Required fields Back Next Page 13 eCorner Secure eBusiness Solutions Step 5 Enter your tax setting This is very important for you For most shops selling to consumers the tax setting will be Gross but if you are unsure then ask your accountant or financial advisor Shop settings Lise the following to make the basic settings for your shop All entries can be changed
6. below home New product Long description Format gt For soe Bua IE JS Keywords for search Essential festures To see the HTML source code click the lt gt HTML button see in screen shot below A Translation Deutsch Descnption Lang description Keywords for search Essential features English Description K gege il en DI Ca Ca lt strong gt Description lt strong gt lt p gt Page 22 Translation Description ts eCorner Secure eBusiness Solutions Assigning a Product to a Category Finally you must place the product into a category in this case the newly created Products category Click on the Categories tab select Categories Products in the drop down menu and then save your selection Start Orders Customers Content Categories Booking system Design Marketing Settings Help Products Product 1 demo1 General Images Variations Customization Prices Cross selling Portals E Assigned categories J Je Home page Main category 1 D Standard category in navigation history e Home page D I e Home page Promotional products D Select entry zl List the current product in the selected category first Select entry SS Home page Home page Main category 1 nimis ment TE inanin Z Ae Home page Main category 3 Follow this same procedure for all additional products Please consult the User Gui
7. eBay settings Restart of the setup assistant You are able to change anything later and can start the Set up Assistant again at any time by going to Settings gt Restart of the setup assistant Step 1 Select a design Choose a shop theme that is closest to your type of business Topic Welcome to the setup assistant Please choose the subject of your website gt Layout gt Design Contact gt Settings gt Verify Computers and electronics Art culture and education Crafts e g Hardware software or EDP e g Museums theatres or e g Carpenter electrician or services universities blacksmith Manufacturing industry Building living and Lifestyle and fashion e g Metal processing chemical property e g Cosmetics gifts or decorative industry or wood warking e g Architects gardeners or ideas decorators Hotels and trips Free time Automotive and transport e g Holiday flats camp sites or Y eg Sport clubs or events iH e g Workshop accessories or travel agent s driving school counselling services or foundations lawyers Trade e g Housewares foodstuffs or home furnishings Health e g Doctors wellness or pharmacies gt Other d e Clubs and organisations Services Private websites e g Church organisations eg Agencies financial services or e g Hobby fan page or club Click on Nex to proceed to the next step Page 6 eCorner Secure eBusiness Solu
8. eBay settings So _ Restart of the setup assistant Page 24 eCorner Secure eBusiness Solutions Delivery methods To create a delivery method click the Add button Settings for shipping Delivery methods Dependencies Delivery method Mig Delivery Australia wide Ma fixed Follow the instructions to complete the delivery method Add delivery method x Logistics vendors tes me deen ren ee Can be used if no logistics provider is to So Colissimo be linked with this delivery method Type Delivery via DHL a Free delivery Fixed price Name in shop Add Cancel Here is a brief description of the various delivery methods more information on setting up Australia Post options can be found on page 35 of this document and in the User Manual for other delivery methods Australia Post Calculator You are able to configure up to seven possible Australia Post delivery methods two domestic options Regular parcels and Express parcels and five international options Air mail Sea mail Express Courier International document Express Courier International merchandise and Express Post International see page 35 of this document for more details Free delivery if you want to offer delivery to the customer at no charge Fixed price if you want to offer delivery at a fixed price Exemption limit using this method you can provide free delivery for goods above a
9. for payment Payment methods Dependencies Deferred payment Credit check and collection services m Provider Payment method System standard Invoice System standard Select entry Select entry Free Fixed price Exemption limit Direct debit Direct debit via fax Credit card manual Google Wallet Skrill Credit card using Skrill ClickandBuy Website Payments Standard PayPal Express Checkout Website Payments Pro Hosted Solution Website Payments Pro Payflow Edition PayPoint Gateway Hosted IMA PayPoint Gateway Hosted WorldPay PayPoint PayCash Credit card payment via your bank Here is a brief description of the various Payment methods more information on setting them up can be found in the Appendix for Paypal e PayPal Express Checkout For this payment method the shopping basket data is transferred to PayPal See page Error Bookmark not defined for more details e Free No other costs are charged to the customer when this method is used This method should be used for payments that need to be manually confirmed by you e g pay on Page 26 eCorner Secure eBusiness Solutions account pay by cheque be sure to update the description of the Payment Method so it doesn t read Free any more e Fixed price You define the additional amount that the customer should pay when using this payment method e g you might charge 5 to process any payments by cheque e Exemption lim
10. gt Settings gt Verify Preview Use own image Upioad file Display other images Colour Background image Back After you change the banner image you will see a preview of your design On the Background Image tab you can select from predefined background images or upload some of your own Upload file button Also to show more images that come with the shop click Display Other Images button Page 10 eCorner Secure eBusiness Solutions Design Change the header image and colour to adapt the website to your requirements Topic gt Layout gt CD gt Contact gt Settings gt Verify Preview w i Repeat image tile Use own image ON Upload file Display other images Colour Ej Header image Background image Back Next Page 11 eCorner Secure eBusiness Solutions Step 4 Add shop information Now you can add your contact information give your store a name and choose a slogan to complement your brand Logo amp contact information Enter the most important data for your website and your contact information Topic gt Layout gt Design gt Contact gt Settings gt Verify What is the name of your company or organisation How can your customers reach you Company name Getaway Firstname Jon Se omg What do you want to call your website Emai Name of website Phone _ es Upload file House no Street 444 Bourke Street ee
11. weight of basket allowed Show total weight OYes eo Calculation of the weight of the products is performed in Weight Unit gram s e Calculation of delivery costs for orders in Free delivery when total value of products equal or greater than Basket weight from Basket weight to Multiplier Base price Gross 0g unlimited o rds Calculation Delivery costs Australia Post Calculator Estimate Multiplier Base Price Calculation of delivery costs for orders in US Free delivery when total value of products equal or greater than hl USS Basket weight from Basket weight to Multiplier Base price Gross 0g unlimited o USS Calculation Delivery costs Australia Post Calculator Estimate Multiplier Base Price Page 36 eCorner Secure eBusiness Solutions The default tax class is GST 10 Delivery service type The merchant is able to configure two domestic service types Regular Parcels and Express Parcels and up to five international service types Air Mail Sea Mail Express Courier International Document Express Courier International Merchandise and Express Post International Each service type needs to be set up as a Separate delivery method Business days to process an order The merchant is able to add processing time and it will be included in the delivery time estimate Show delivery time The delivery time will consider the Australia Post Calculator estimate any value ad
12. Advisor Video tutorials User blog User forum Search engine optimization Additional topics First steps Work with tray Work with history Work with favourites Search for help topic PP Display contents gt Downlnad quide eCorner Secure eBusiness Solutions Getting help help in your online store k on Related help topic Before we start we would like to let you know that there are other ways of getting Edit general product details Help Menu Price comparison What ts the reference unit The Help Menu will appear on the right side of the page It can be hidden or SEET opened by clicking on the help icon OF Bs i wake Delivery details Additional product attributes e el Advisor i a Video tutorials we ey User blag User forum Related help topic Search engine optimization The content of the help menu will change based on the function that you are Additional topics accessing Tax model overview Create tax class There are four tabs in the Help menu Notes on pricing Currencies Multilingual Attribute types w D Product types overview Notification when stock level mini 4 mum stock level is reached Text for price comparison 1 The Help System with Related help topic Advisor Additional topics and Search for help fields 2 The Clipboard used for copy and paste i 3 Favourites where you can save frequently used pages Seac
13. Test connection 5 S 1 You need to add all the correct API Signature information that you get from your PayPal account Instructions to get the correct information are available at the top of this tab with links to PayPal You can select to show the PayPal Express Checkout button in the shopping basket If NO is selected it will default to PayPal Standard You can allow your customers to checkout without a PayPal account You can add a graphic header that will appear on your PayPal payment page for your customers Once all is completed and Saved then you can test the credentials are correct with PayPal Once everything is setup correctly then set the payment method to Live and Save N A e Page 41
14. a You can also change or customise the text that your customers will see during the shopping process and you can provide them with directions and advice This can be done at the Texts tab in the Basket settings It is also important to make sure that you have the correct fields enabled for the shopping process to complete Use the Registration tab to customise the fields that your customers see Page 30 eCorner Secure eBusiness Solutions Start Orders Basket and order settings E mail address Password Gender Salutation Title Customers s Booking system Design New registration Visible Marketing Billing address Visible Delivery address Visible First name L i wi Middle name s a a LJ m g Surname wi wi EA wi wi sl Display name d S Gi Address extension S Gel e S a a Street wi wi wl wl wi s Street 2nd line E a D Cc GG Door code j Postcode el ei e si si Ca There are three sets of fields that can be setup We suggest that you use the same fields across each address type 1 New Registration these are the fields that will be seen when a customer registers on your store and sets up a customer account Any field can set to be visible or not visible to the storefront customer The mandatory status determines whether or not the customer is required to enter information into a visible field Billing Address The billing address is the customer s address h
15. a i P 4 History is refreshed each time you start a new browser session deit coments Download guide a Search for help topic The entire User Guide can be downloaded from the Help Menu Sipe CH e OCH Products SRo ge Ori E EE TO De Tips and tricks sca Object Type Products xz As you create your shop Tips and tricks will appear seit E s at the bottom of the page these will change based on Ze the function that you are using Languages ai S CSV import fil Select file Information icon Export Tips and tricks X gt Create and u sC SV im port fil e template import product catalogues from other sy stems The information icon can be found throughout the set up pages and offers advice and links to assist in the various functions and processes D Export selected products categories pages and customers ON ENS ARLE pag ark a Uo E EE RRENA Upload images to products and categories during the import Product number and name Visibility You can set whether this umber is shown for all products in the Shop in the Products settings Change Setting Page tite Milestones Equipped to meet your goals F Edit amp Page 4 eCorner Secure eBusiness Solutions Sign in To set up your store you have to first enter your back office Your Admin Page is also Known as the Management Back Office MBO This is where you will manage your online store add pro
16. ategories Visible It is Important to make the product categories visible in your shop for your online customers Preview Mode To do so in preview mode click on the Visibility symbol which is next to the New symbol This will toggle the visibility on or off Screen shot on the left is toggled on once clicked again its toggled off screen shot on the right Notice the icon is bold when it is visible and grayed out when it is not visible ee CH e Te OC CH HE GC Content Categories lal Start Orders Customers Mowe page Data Sheet Mode If you are in Data Sheet mode activate the category by clicking the checkbox next to the category and select Visibility among the batch processing icons After you have selected the Visibility function a drop down menu will provide a set of choices Select Set visible The selections will be made and saved Clg alte EI Oe ee Content Categories sii tite Home page General Products Images Layout Introducti a CR r 4 Add to tray Move Duplicate Export Set visible Set not visible Set to visible in the menu Cont Set as not visible in the menu Contact Terms Privacy Right of withdrawa Right ol Page O e Main category 2 D Page Page 20 eCorner Secure eBusiness Solutions Creating Products You can now create a product and assign it to a category Creating a new product Click on Products gt gt New gt gt Product and the product editing
17. certain total value e g Free delivery on purchases over 100 Shopping basket total the delivery charge will depend upon the order value Weight of the products in the shopping basket delivery charge will depend on the weight of the products in the basket e g Goods up to 5 kg will cost 10 and every kg over that weight will be another 1 kg Number of products in the shopping basket delivery costs based on the number of products in the basket e g If you purchase more than 10 items delivery is free Page 25 eCorner Secure eBusiness Solutions Activate Payment Methods You also need to activate at least one payment method Click on Settings gt gt Payment gt gt Payment methods Start Orders Customers Products Content Categories Booking system Design Marketing Buin Hep O General Settings Settings for payment User management Payment methods Dependencies Deferred payment Credit check and collection services Tax calculation Delivery Payment Country Settrigs E mail events m Provider Payment method Product settings ia System standard Invoice Search Basket settings System standard i Order document settings Select entry v st eBay settings Restart of the setup assistant You create a new payment method by selecting your choice from the Type dropdown menu Start Orders Customers Cece ee Ce Booking system Design Marketing Settings Help Settings
18. de for descriptions of additional product related functions such as the creation of product variations and product bundles several products are offered together as a bundle Note A single product can be assigned to multiple categories Page 23 eCorner Secure eBusiness Solutions Fast Product Editing You can edit and change the product name price and stock level while in product list view Just move your cursor over the text that you want to change and click on the pencil icon e Add E Product number Ze Ve 23132 Example Co product 5 00 49 2 Reni a demo Product 2 72 95 4 Xo demo3 Product 3 22 95 0 as example product example product name 100 00 NOTE In a list view throughout the MBO you can change the length of a list of the items that you can see using the Lines drop down list at the top right of the view Activate Delivery Methods You must now create at least one delivery method and one payment method Click on Settings gt gt Delivery gt gt Delivery methods Start Orders Customers Products COC Me system Design Marketing Settings ne General Settings Settings for shipping User management Delivery methods Dependencies Delivery options Tax calculation Payment Add Country Settings E mail events m Delivery method Type Product settings Mig Delivery Australia wide Free delivery Search Mig fixed Fixed price Basket settings Order document settings ay
19. ded above under Business days to process an order Weight of packing material The weight of the packing material will be added to the weight of the products when calculating the total basket weight Maximum weight of basket allowed This should be aligned with the maximum weight allowed by Australia Post for the selected Delivery Method Current information is available on the Australia Post website but generally speaking the maximum weight allowed is 22 kg Free delivery when total value of products The merchant has an option to set a figure here for equal or greater than free shipping over a certain amount e g if set to 20 then the delivery will be free when the customer orders products worth 20 or more Free delivery will only be available when you set a value in this field Show total weight Select whether to display the total weight as part of the checkout process Weight Unit This would generally be set to grams or kilograms The delivery cost to the customer when using the Australia Post Calculator method is determined as follows Delivery costs Australia Post Calculator Estimate Multiplier Base Price The Multiplier allows you to adjust the Australia Post delivery price by some factor The Base Price allows you to add a specific extra cost Note If you wish to present only the Australia Post calculated amount the multiplier should be set to 1 and the base price set to 0 If you want to recover costs for han
20. dling you can enter the additional surcharge under base price Og unlimited 8 5 Calculation Delbeory costs Australia Post Calculator Estirat Multiplan Base Price Calculation of delivery costs for orders in US Pree deiwer when total value of peducis equal or Grenier than USS Muliiptler og unlirreted H USS Coleulation Doitoenpg coms Australia Post Calculaior Eaiemnngn Multiplier Hase Price Tip For currencies other than AUD set the multiplier to at least the exchange rate to get an estimate in that currency Page 37 eCorner Secure eBusiness Solutions Prepaid Satchel Set Up lf you want to use prepaid satchels set the multiplier to O and the base price should be set equal to the cost of the satchel for the applicable weight range It is important that this is set up under the applicable Delivery Method i e Regular in the case of Prepaid Parcel Post Plus 3kg satchel As at the time of printing there are 3 sizes of prepaid satchels available from Australia Post 500 g 3 kg and 5 kg Please check the Australia Post website for current information a Basket weight from Basket weight to Multiplier Base price Gross Da lt 500 9 1 7 85 S 500 g 3 000 9 0 512 50 S J 3 000g unlimited 0 15 90 S 7 i s Calculation Delivery costs Australia Post Calculator Estimate Multiplier Base Price Making Visible Once you have updated and saved the settings go back to the General tab and set the de
21. ds PayPal Express Checkout EN S birtsga Cubiomer groups The payment method cannot be made visdie because the settings are incompinte Complete rt id PayPal Express Checkout Type PayPal Express Checkoet KEE Tes o i Def ait ves ee 2 Ia pop lapparna fed G eren meia of th Pepe Awali mingin amp Miner eg Wake OH Lien oder vk o 3 A koguni oF Lecomte fes Aiha ll 3 Cedar cumin Gu beleee G wvro nt eons 4 Tha eniti Wu te iw k nn Sp K Gaer Genk EVES d D Pkw ee gn EG after payrnent The order is griy creed il Ge parent ob pune ty Alps up for the fGicoegag birg BEGGS AR counties of the phop 3 5 b Egip Hame m shop 7 PayPal Express Checkout Conant Eye Font sae Hs WA PEER ASE u a Lega OR Upload image PayPal d Change sce dunng upipad Dene bga A Yes Ho 1 After completion of the payment method it must be set to visible before it can be used 2 You can make the payment method a default for customers in the store 3 You can offer a discount for using PayPal or if a negative it will add as a fee 4 The order can be created before or after payment and we recommend before if using PayPal Express Checkout but ensure that payment arrives in your PayPal account before processing the order If you sell to multiple countries then you can make a payment method specific to a country You can add a comment which will appear to the customer in the shopping basket You can change
22. ducts and process orders Check your welcome pack email for the MBO Internet address URL specific to your eCommerce site A sign in box will appear Enter your user name and password that was sent in your Welcome Email Welcome When you login for the first time the Please sign in Set Up Assistant will appear The Set Up Assistant will guide you through User name the set up process Password Subsequent logins will take you straight through to your shop s administration home page Forgot your password eCorne Secure eBusiness Solutionsy Sign in Welcome Please sign in Note If you have forgotten your password or want to reset it follow the Forgot your password link on the sign in box User name admin Password e The User name will be admin and the E mail address Sign in will be the address you entered when setting up your shop You will receive an email containing a link that Forgot your password will allow you to reset your password It is recommended to change the admin password to eCorner something unique soon after first login Page 5 eCorner Secure eBusiness Solutions Set up Assistant Wizard The Set up Assistant will automatically take you through the initial design of your shop General Settings User management Tax calculation Delivery Payment Country Settings E mail events Product settings Search Basket settings Order document settings amp
23. e is set to on so that your page is delivered to your visitors at the fastest speed Orders Start Customers Products Content Categories Booking system Design Marketing Gettings General Settings General Settings v User mahagement General Page cache Utilisation Address Business hours Number formats Tax calculation Delivery d d j f Payment Settings for improving display speed Activate the page cache to improve the speed at which your Web site s pages are displayed for your customers The i Country Settings vided by E mail events Activate page cache and use the following settings for the validity period of pages Product settings Pages Validity Search Home page 5 minutes wl f e Basket settings Categories 5 minutes KAi Padod Gail wae E w ieteg Sal Order document settings Text pages detail view 5 minutes wi amp eBay settings Restart of the setup assistant Update immediately Activate E Mail Events There is a large selection of pre configured email events to update your customers on the status of their order or registration These can be modified via Settings gt gt E mail events Start Orders Customers Products Content Categories Booking system Design Marketing Gettings Hep n General Settings E mail events User management E mails to the administrator Tax calculation Delivery v Registration and user data Payment Country Settings Iim Lei E E
24. eCorner Secure eBusiness Solutions eCorner Stores Plus CloudShops Quick Start Guide eCorner Pty Ltd Australia Free Call 1800 033 845 New Zealand 0800 501 017 International 61 2 9494 0200 Email info ecorner com au The information contained in this document is subject to change without notice at any time This document and all of its parts are protected by copyright All rights including copying reproduction translation storage on microfilm and all forms of archival and processing in electronic form are expressly reserved All corporations products and trade names are trademarks or registered trademarks of the respective owners Copyright 2013 eCorner Secure eBusiness Solutions Contents ICI ege e EE 3 Thirteen steps before OPENING your shop 3 OUI TS E 4 PO NIOD WE 4 TES aA e dei 4 ANON UG ON SE 4 E E a LE 5 Setup Assistant WIZ AIO eascncccssessancienscetsessanadeemecasetanssnndaentensatnesimnewas asband adanncostertenlcewns aiir aei eia iaaa iaaa 6 Step 1 Select a design 6 Step 2 Choose lt EE 7 Step 3 Modify your shop design cceeeeeecccceeceeseeeeeeeeeeeeeeeeeeeeeeeseaeesseeeeeeesseaaseeeeeessssaaaseeeeeseess 8 Step 4 Add shop information cccccccseeesecccceeeeeeeeeeeececeeeeeaeeeeeeeeeeesaeeeseceeeeesssaeeseeeeeeeseaaeaeses 12 Step 5 Enter your tax setting ccccccccseseeeccceeeeeseeeeeeeeeeeesaeeseeeeeeeeeseeeeesseeeeeeesssaaaseeeeesessaaasanesss 14 Step
25. ent Categories in the upper navigation bar You can enter the categories either in the visually oriented Preview mode or in the Data Sheet mode The Data Sheet mode displays your data as a list Preview Mode To create a category in the Preview mode click on the New symbol and enter the name of your category Add new page category x al Page Category Content page A page or category can be used to Forum ZA present text images and videos You can create subpages and as sign products Blog Guestbook Image gallery Link Promotional products Sitemap ja Name Page iC ategory Visible Yes a No required fields Insert Data Sheet Mode To create a category in the Data Sheet mode use the text field and the drop down menu as portrayed in the image below Save your entries The newly created category now appears in the list of pages Start Orders Customers Products Booking system Design Marketing Settings Help H d Preview Ss General Products In New jon SEO Legal texts gt File manager Import and export Lines BR Name i Type ft Status Sort order Te nd y policy R hdr J Main category 1 EI Page Category H 60 gt O Main category2 E Page Category a 70 J S Main category 3 E Page Category H 80 Promotional products Promotional products E 9 J fm Aboutus ER Page Category HI 100 age 19 eCorner Secure eBusiness Solutions Making C
26. ent gt PayPal logo Content Categories gt Data sheet view gt Products tab Settings gt Product settings gt Texts Design gt Advanced design lt Style gt gt Insert page element gt User defined page element gt Text Consult the User Guide s Design section for a detailed explanation on how to customise layouts and Note All design changes become visible when the page cache is either deactivated or updated To define cache settings click on the main menu item Settings and then on General settings Simply click on Page cache in the upper menu bar then deactivate the page cache by unticking the checkbox and clicking the Save button Any page content changes you make during your design work will then be refreshed immediately Page 34 eCorner Secure eBusiness Solutions Delivery Method Setting up Australia Post In Settings gt gt Delivery gt gt Delivery methods select Add Start rders Customers Products Content Categories Booking system Design Marketing Settings General Settings Settings for shipping User management Delivery methods Dependencies Delivery options Tax calculation fr 7 Payment Settings for shipping Delivery methods Dependencies g Delivery method O MiaDelivery Australia wide O Bipfixed Now select Australia Post Calculator from the drop down list enter a name in shop i e Domestic Parcels and then click Add Add delivery meth
27. er Secure eBusiness Solutions Using the wizard you can change the primary colours banners and background of the template that you choose When using the colour picker you can use the HTML colour number or more simply just enter the name of a colour like red or blue or darkblue as examples Design Change the header image and colour to adapt the website to your requirements Topic gt Layout gt Co gt Contact gt Settings gt Verify Preview Evaluation phase Evaluation phas p Header image Background image Colour code E transparent Apply Welcome to My Shop All products ard peices shown in this shop pages are no real offers They ser we as a showcase to illustrate the functionality ofthe ePages system Gegner Ar K G Furniture amp Intecwai For a beautiful home Back Next You can select the banner image from our wide range of free images You will be presented with the most relevant banner images for your shop theme Other banner images can be selected later You can upload a banner image that you have on your computer to use as the banner image in the shop The actual height of the header area and the width of the website can be changed later in the Design Manager once the wizard is finished Page 9 eCorner Secure eBusiness Solutions Design Change the header image and colour to adapt the website to your requirements Topic gt Layout gt CED gt Contact
28. hat have been completed while running the Set up Assistant will be identified with a green tick Page 16 eCorner Secure eBusiness Solutions Here is a bit more detail on First Steps Checklist O Select the topic of the website Select a layout and design based on the type of business products and services you will be selling Find suitable design Choice of layout determines the design of your website or template you use You can add or change templates later in the Design Menu Specify your address This contact data will be used when the address details of your website are published Edit design details The Quick Design feature can be used to adapt the design of the website to your wishes Refer to Page 32 for more detail on Tailoring Your Shop Design Edit contents of the home page Add texts and pictures to the home page with which to greet visitors to your website and encourage them to browse Add products Create your own products Enter prices descriptions and attractive photos Next assign your products to categories Refer to page 19 for more detail on Creating Categories Refer to page 21 for more detail on Creating Products Add delivery methods Add the delivery methods required for your business The Australia Post calculator will be available with two domestic delivery options Regular and Express Post and five international options Refer to page 25 for more detail on Adding Delivery Methods Add payme
29. it You define the additional amount that the customer should pay when using this payment method In addition you define a limit value Limit above which the customer must pay an order e g if you spend at least 50 you can use PayPal e Direct debit This payment type makes sure that the customer s bank details are requested during the ordering process in the shop The information entered is tested for completeness but not accuracy Note No test is carried out for the existence of the account entered or the presence of sufficient funds Making your payment method visible Once you have completed and saved the settings in the Settings tab then you can make the payment method visible and set it as the default by selecting the relevant buttons We recommend that you select the after payment button to create orders after payment has been confirmed You can add a note or instructions that will appear to your buyers under the payment method name during the checkout process When complete click on Save Payment methods Free Lega GH Le NOTE You can make payment or delivery methods visible or not visible using the Batch Processing icons If you do not have a visible payment and delivery method setup then your customers will not be able to check out Page 27 eCorner Secure eBusiness Solutions Final Steps to Go Live Define cache settings When you are ready to go live ensure that your page cach
30. later Topic gt Layout gt Design gt Contact gt ETB gt Verify What tax model do you want to use for your shop _ Net Display prices without Tax e Gross Display prices with Tax included What is the Tax ID of your company or organisation Tax D 49345678 Example AU 123456739 Page 14 eCorner Secure eBusiness Solutions Step 6 Check your work Review and check your set up and make any changes that you need Finally click on the Apply button Topic gt Layout gt Design gt Contact gt Settings gt Company name eComer Pty Ltd Name of website My Shop Slogan Equipped to meet your goals Tax ID 123456789 Languages wv English Back d Change Change Change Change Change Firstname Surname E mail Phone Fax House no Street Postcode Suburb Country John Smith infogiecomer com au 310 Victoria Road 2111 Gladesville Australia Congratulations your initial design is complete CH Page cache Update now C See your site Website You can view the page that you are currently editing at any time by clicking on the See your site Website button at the top of the page on the right hand side Note Before doing this click on Page cache Update now so you see the latest changes Page 15 Change Change Change Change Change Change Change Change Apply eCorner Secure eBusi
31. livery method to visible You can also change the name of the delivery method on this tab Delivery methods Australia Post Calculator Settings Customer groups ID Australia Post Calculator Type Australia Post Calculator Default Yes No Allow usage for the following delivery addresses All countries of the shop v Product Set Up The merchant needs to populate each product s weight in order to use the Australia Post delivery methods It is possible to restrict the delivery methods at a product level NOTE Every product must have a weight entered in order to use the Australia Post Delivery methods Delivery weight one 1 kilogram s x Gu for 1 piece s Dimensions Length Height Width 45 mm 55 mm 23 mm 2 Allow all delivery methods Restrict selection of delivery methods Edit delivery methods Page 38 eCorner Secure eBusiness Solutions Payment Methods Setting up Payment Gateway PayPal Express Checkout In the drop down selection list select PayPal Express Checkout and enter a name for the payment method that your buyers will see then click on Save Google Checkout E Provider 2 Skrill Name in shop Def Ogone O amp System standard Credit card using Skrill Payment in advance EN Postfinance O System standard ClickandBuy S Invoice e Miiat ito Dar mants muri arri O amp System standard PayPal Express Checkout Cash on Delivery Gel WVEDSILTE Favithel HI MO BO OOTUTIO
32. ness Solutions Complete Your Store Set Up First Steps Checklist After you have completed the Set up Assistant wizard you will be taken to the First Steps page in the administration section This built in checklist will help you keep track of some of the important tasks that need to be completed as part of your shop set up This is a guide only and not all of the steps are mandatory By selecting a step you will be taken directly to the relevant page in the MBO to complete that particular step in the process First steps 3 of 13 tasks completed Overview Dashboard These steps are completed automatically when you go through the Set Up Wizard Assistant O Edit design details The Quick Design feature can be used to adapt the design of the website to your wishes H Video tutorial Cl Edit contents of the home page O Add products C Add delivery methods CO Add payment methods g Complete contact information C Specify General Terms and Conditions OC Write data privacy policy O Insert information on right of withdrawal OD Check settings for customer registration First steps gt When you are done completing a step you can return to the 13 Step Checklist by clicking on the First steps button that appears on the left side of the screen or by going back to Start on the main menu If you put your mouse over an item then you will see a short explanation of that item shown alongside the step The items t
33. nt methods Credit card payment by PayPal is a standard payment method available for your store but you can also create other methods for example pay by invoice Refer to page 26 for more detail on Adding Payment Methods Page 17 eCorner Secure eBusiness Solutions Complete Imprint Complete the company contact information with information about the operator of this website The Imprint is also known as the provider ID This information will be available to visitors to your store and may be also passed to portals such as eBay during registration with them Specify General Terms and Conditions Specify your contractual terms and conditions under the General Terms and Conditions Write data privacy policy Since you are collecting personal data from your customers you must tell them how this data will be used and stored This is a legal requirement Publish important customer information In the customer information enter important information about the order process and the delivery and payment options Check settings for customer registration Specify what form fields need to be filled out by customers registering or buying from your online store Refer to page 30 for more detail on Customer Registration Page 18 eCorner Secure eBusiness Solutions Creating Categories After you have completed the design of your shop the next step is to create categories of your products To create categories click on Cont
34. od Logistics vendors So Colissimo be linked with this delivery method MRW SDA User defined delivery method Si A Can be used if no logistics provider is to Type Delivery via DHL dii Free deliver Australia Post Calculator Name in shop Domestic Parcels Cancel Page 35 eCorner Secure eBusiness Solutions Once you have added a new delivery method you will be automatically taken to the Settings tab within the method Start Orders Customers Products Content Categories Booking system Design Marketing Settings Pep Delivery methods Australia Post Calculator General Customer groups About the Australia Post Calculator The Australia Post Calculator returns delivery estimates in AUD only based on the weight of the items Please ensure you set a valid weight for each of your products Tip For currencies other than AUD set the multiplier to at least the exchange rate to get an estimate in that currency Tax Class GST 10 x Lodgement postcode Delivery options Delivery service type Regular Parcels domestic iv Business days to process an order 0 day s Total Delivery time Days to process an order Australia Post Calculator Estimate Show delivery time Yes No Weight options Weight of packing material 0 game Maximum weight of basket allowed E kilogram s The basket weight weight of packing material must be less than the maximum
35. ome or postal and is also used as the delivery address unless a separate delivery address is specified The visible billing address fields should be any address related fields that have been setup for New Registration Delivery Address A customer can specify delivery to an address different from the billing address The visible delivery address fields should be any address related fields that have been setup for New Registration Registered customers can use My Account to specify one or more delivery addresses then nominate one of them or the billing address as the default delivery address During the checkout process a registered customer can use any of the My Account delivery addresses or enter a new delivery address Non registered customers can enter a delivery address separate from their billing address The field sequence and the field names as seen in the shopping cart cannot be changed You must have certain fields enabled if you want the shopping cart process to complete successfully these should be made visible and required First name Surname Street Postcode Suburb Country State Email It is also advisable to have the Street 2nd line field visible but not mandatory Customers can then enter a second line for their street address only if necessary Page 31 eCorner Secure eBusiness Solutions Test Your Shop Please test your shop before you publicise you
36. our store and you need to make sure that it is set up correctly Review the basket settings at Settings Menu gt gt Basket settings Start Orders Customers Products Content Categories Booking system Design Marketing Settings ne General Settings Basket and order settings User management Texts Registration Tax calculation Delivery Command Add to basket does not change the current view Payment opens the basket Country Settings E mail events Adding a duplicate product increases the number in the basket Product settings replaces the product in the basket a does not change the number in the basket Search creates a new line item in the basket Basket settings ho Order do ument settings e Addto Button Display of the Add to basket func GEES amp eBay settings e O UL Addt Entry field for quantity bas teen ff Restart of the setup assistant a CE Add Entry field for quantity with function v Add Quantity selection field A3 Adjust button Display Add to basket function only Yes No on product detail pages Show product images in basket Yes No Order process In individual steps Steps 1 Basket 2 Address 3 Dispatch type 4 Payment type 5 Check amp Order 6 Pa Classic Steps 1 Basket with selection of delivery and payment type 2 Address 3 Check amp Order 4 E Minimum order value AUS MAinimuiim ardar walna rafare t
37. page will appear SCO ecules Products Content Categories WW tik Cu mee IO EI CT m CCL CN Products Home page 26 Promotional products General Pre New Product j SEO 80 Product types T Product with variations T Price lists co Product bundle Product ratings C Downloadable product Add to tray Visibility e Import and export gt Customizable product Product settings Lines 10 Enter at least one product number and its price specify the tax class and set Product visible status to Yes These settings make the product visible in your shop Product number and name Visibility Product number vw Product visible in shop Yes No l Translation Deutsch v English Page title eCorner Toys Imaginative and playful gifts for children Change 57 Characters Milestones Gut ger stet f r Ihre Ziele Change Short URL demo ecornercloud com demo ecornercloud com v List price Order unit Tax class Price comparison List price Gross AUS AUS Page 21 eCorner Secure eBusiness Solutions Product Description To enter your product s name and description click on the Description link Texts are edited either in HTML computer code or WYSIWYG What you see is what you get mode We advise beginners to use the WYSIWYG editor as shown below because it allows you to process text and images without relying on code To do so use the left text edit box as seen in screen shot
38. paid Satchel Set Up 38 VER aile WS E 38 Product Se UDr E E E sods sasatoonssa deoentene E Gucsecueatanatdes EE E 38 Payment Methods Setting up Payment Gateway PayPal Express Checkout 39 BUS AAG Me rn EE 39 General E ear sce cresrcccsatrcir gine arp va nner A E E 40 Sne E e T A A AA A E O 41 Page 2 eCorner Secure eBusiness Solutions Quick Start Guide Just a few steps are required before your shop can be used to sell online We will show you how to quickly and simply create your online shop and enter the world of online business Note The thirteen steps below describe the quickest way to open a functional shop Please keep in mind that there are many options for making your shop even more user friendly and appealing For more information please consult relevant chapters in the user guide Thirteen steps before opening your shop Select the topic of the website Find suitable design Specify your address Edit design details Edit contents of the home page Add products Add delivery methods Add payment methods 9 Complete contact information 10 Specify General Terms and Conditions 11 Write data privacy policy 12 Publish important customer information 13 Check settings for customer registration CON OOF WD Page 3 Note The administration and Web site are only available for internal tests Live operation is not permitted kor Related help topic Page layout and navigation
39. r webstore s Internet address You need to verify that your settings and any modifications logo design products etc function properly and appear as intended Click on several of your pages and products place an order as a test register as a customer and verify that everything functions without any issues and that e mails contain the right information Note If emails cannot be sent even though all addresses have been entered correctly Please contact eCorner Open Your Shop If you are satisfied with the results of testing then make your shop store available for business on the Internet by setting it Open in Settings Menu gt gt General Settings gt gt Status thnia Selerge air General Settings j User management General Page cache U illsatiea Address Business hours Humber bomme Tax tikal Deler Presentations Advanced settings Payment Created on Tuesday 24 May 2017 Country Settings The website is Open Gosa Ema events English Product settings eutsch bl Webite closed message maiig Basket settings Fomm Font Si Hi UA Coder document Settings Brief technical internaptiin ar giay settings ibe Pause Linier our Wee alle ia daasd al the meenend We will Ee back io Jarre yeu dcon oe Webaeile im Awpenblick geechlodaen Wir eid bald wieder fir De da Resian of the delaj asamar Thank pou For your patong M ien Dank fur Ihr Werstaeednes Service access for support staff When you contact o
40. splayed image of the webpage where you will style the webpage by inserting new page elements and making other design changes No Name Access path in the administration 1 Shop s logo Settings gt General settings gt Presentation or Setup assistant 2 Shop s name Settings gt General settings gt Presentation or Setup assistant 3 Slogan Settings gt General settings gt Presentation or Setup assistant 4 Link to home page Design gt Advanced design lt Style gt gt Insert page element gt More page elements gt Link to home page Design gt Advanced design lt Style gt gt Insert page element gt 5 Link to drop down menus Categories and products gt List of pages as a drop down selection Design gt Advanced design lt Style gt gt Insert page element gt 6 Link to the contact form More page elements gt Link to the contact form Design gt Advanced design lt Style gt gt Insert page element gt 7 Link to about us Information pages gt Link to contact information Design gt Advanced design lt Style gt gt Insert page element gt 8 Link to Terms and Conditions Information pages gt Link to Terms and Conditions Design gt Advanced design lt Style gt gt Insert page element gt Information pages gt Link to customer information 10 iLink to privacy policy Design gt Advanced design lt Style gt gt Insert page element gt 9 Link to customer information Page 33
41. the name seen by the customer during the checkout process You can restrict the use of this payment method to orders of a specified value range ee e Page 40 eCorner Secure eBusiness Solutions Settings Tab Payment methods PayPal Express Checkout General Customer groups This is how you enable your customers to pay using PayPal Express Checkout gt Video tutoris 1 Open a free PayPal account 2 Request your access data from SE b Now requ our access dats D 3 Enter your access data into the fielkis below Click Baue Pa Pal 4 Set the payment method on the General tab to Visible to enable your customers to pay using Express Checkout in the shop When this payment method is selected in the shopping basket the PayPal Express Checkout order step is added a 5 Add the PayPal logo PayPal Express page element to your shop design pap Access data for PayPal API AP Signature API User name API password Signature 1 Operational mode lively 6 Display PayPal Express button in the d Yes No 2 shopping basket Allow PayPal Guest Checkout Yes No 3 H Match the order steps at PayPal to your shop s design Header image URL Select image Example http eptest ecomercioud com WebRoot Store Shops peter MediaGallery header jpg Maximum image size 750 x 90 px Maximum URL length 127 Characters Header background colour N Header border colour N e Payment flow background colour D Ea
42. tions Step 2 Choose a layout Choose a template that suits your business and requirements Don t forget to check all the designs There are lots available Layout Select the layout of your website In the next step you can modify the header image and the colour Topic gt gt Design Contact Settings gt Verify d far ia MOD FAashian Fashion on 3 Back Next Fadhian Page 7 eCorner Secure eBusiness Solutions Step 3 Modify your shop design If you have already run the Set up Assistant wizard and you have started it again then you will see an image of your design in the preview window Otherwise you will see the design that you have selected Change the header image and colour to adapt the website to your requirements Topic gt Layout gt Design gt Contact gt Settings gt Verify Colour Fal Header image ha Background image MyAccount Sgn in My Shop Equipped mest yow ges Promotional Items Jackets Backpack Shoes Welcome to My Shop All products and prices shown in this shop pages are no real offers They serve as a showcase to illustr ate the functionality of the ePaqes system cm Eva lation phas four sets empty Back Next You can change the banner images and also change the default colours of the design you selected Different templates will allow different levels of modification Page 8 eCorn
43. ur Support Team you can let cur staf access your Administration for a linted time Working together we will then be able to answer your query more quickly Actwate penice access g Ha O Yes until 2207 Ce Appendix Tailor Your Shop Design You have used the Set up Assistant to specify your shop s basic design and to enter important data for identifying your shop Ultimately nothing is more important than imparting an appealing design to your shop There are of course many more ways of customising your shop in accordance with your personal needs We have therefore provided you with appropriate design elements Below is an overview of the standard elements on a shop s home page with additional information about them and how you can access them in the administration see table Page 32 eCorner Secure eBusiness Solutions 5 6 Contact Home page Laptops Desktops Printers Accessories Social Specials Productsearch 15 Basket E Your basket is empty Sign in User name Specials Password Was AUS2 490 90 o 1 Any Street AUS 1 599 00 Serge includes GST Deive We offer great service lt gt Map Data Terms of Use 9 Laptops Desktops Printers Accessories Social Specials 8 21 About us Terms and Conditions Customer information Privacy policy Copyright 2012 SecurePay Default design elements of a shop s home page In the following table lt Style gt refers to the di
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