Table of Contents · o Click the ORDERS TAB, and check the boxes next to the type/s of order/s you...

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Shopping Cart 3.0 Manual, Version 1.0 Last Updated 11/12/2004 Table of Contents I. Using Your Admin Area a. Logging In and Out ………………………………………..…… 2 b. Managing Orders ………………………………………….…… 2 c. Managing Customers …………………………………….……..4 d. Managing Products ……………………………………..……….6 e. Managing Categories ………………………………….………10 f. Managing Coupons …………………………………….………12 g. Managing Affiliates …………………………………….……….13 h. Using Reports …………………………………………..………15 a. Sales Reports …………………………….………………...15 b. Marketing Reports ………………………………………….17 c. Affiliates Reports …………………………...………………17 i. Adjusting Settings ………………………………………………20 a. General ……………………………………………………..20 b. Product ……………………………………………………...20 c. Shopping Cart Behavior ……………………………………20 d. Payment ……………………………………………………..21 e. Sales Tax Wizard ……………………………………………22 f. Shipping ………………………………………..……………22 g. Orders ………………………………………………………..25 h. Configure Countries …………………………………………25 i. Affiliate Program ……………………………………………..26 j. Inventory Management ……………………………………..26 k. Search Engine Optimization ………………………………..26 l. Internet Ad Tracking …………………………………………27 m. Users ………………………………………………………….27 n. Password ……………………………………………………..28 II. Using Your Customer Area ………………………………………….29 a. Online Store ……………………………………………………….29 b. Searching the Product List ……………………………………….29 c. Using Your Cart ……………………………………………………30 d. Checkout ……………………………………………………………31 e. My Account …………………………………………………………32 f. Order History ……………………………………………………….33

Transcript of Table of Contents · o Click the ORDERS TAB, and check the boxes next to the type/s of order/s you...

Page 1: Table of Contents · o Click the ORDERS TAB, and check the boxes next to the type/s of order/s you wish to see. o To see orders within a specif ied time frame you can view orders

Shopping Cart 3.0 Manual, Version 1.0 Last Updated 11/12/2004

Table of Contents

I. Using Your Admin Area a. Logging In and Out………………………………………..…… 2 b. Managing Orders………………………………………….…… 2 c. Managing Customers…………………………………….……..4 d. Managing Products……………………………………..……….6 e. Managing Categories………………………………….………10 f. Managing Coupons…………………………………….………12 g. Managing Affiliates…………………………………….……….13 h. Using Reports…………………………………………..………15

a. Sales Reports…………………………….………………...15 b. Marketing Reports………………………………………….17 c. Affiliates Reports…………………………...………………17

i. Adjusting Settings………………………………………………20 a. General ……………………………………………………..20 b. Product ……………………………………………………...20 c. Shopping Cart Behavior……………………………………20 d. Payment ……………………………………………………..21 e. Sales Tax Wizard……………………………………………22 f. Shipping ………………………………………..……………22 g. Orders ………………………………………………………..25 h. Configure Countries…………………………………………25 i. Affiliate Program……………………………………………..26 j. Inventory Management……………………………………..26 k. Search Engine Optimization………………………………..26 l. Internet Ad Tracking…………………………………………27

m. Users………………………………………………………….27 n. Password……………………………………………………..28

II. Using Your Customer Area………………………………………….29 a. Online Store……………………………………………………….29 b. Searching the Product List……………………………………….29 c. Using Your Cart……………………………………………………30 d. Checkout……………………………………………………………31 e. My Account…………………………………………………………32 f. Order History……………………………………………………….33

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USING YOUR ADMIN AREA

Logging In and Out

• To log in:

o Go to your administrative log in page and enter your username and

password.

• To log out:

o Click the Logout link that appears on every screen.

Managing Orders

Viewing a List of Orders

View your orders by clicking the ORDERS TAB or clicking on one of the links

under Orders in the MAIN TAB:

Orders (0)

Pending Orders (0)

Approved Orders (0)

Shipped Orders (0)

Declined Orders (0)

Void Orders (0)

• Orders can be shown by individual status (as listed above) or in any

combination of statuses. (ex: a list of all Pending and Approved Orders).

o Click the ORDERS TAB, and check the boxes next to the type/s of

order/s you wish to see.

o To see orders within a specified time frame you can view orders by

selecting

• TODAY

• LAST 7 DAYS

• LAST 30 DAYS

• ALL ORDERS

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• DATE RANGE (enter the range, for example 7/15/2004 to

8/01/2004).

o Hit GO to see the list of orders you have selected by type

and date.

o Printed by clicking the PRINT ORDERS button

o Export to a spreadsheet by clicking the EXPORT button.

Viewing an Order

• Click the hyperlinked order number in the list you created above.

• This takes you to a page that will show the Customer’s Shipping and Billing

addresses as well as their detailed order information.

• You can change the status of the order to Pending, Approved, Shipped,

Declined, or Void by using the drop down menu in the form beneath the order

information.

• You can enter the shipping date, service, method, tracking number, and any

notes you may wish to include.

• Save your changes

o Click the SAVE AND RETURN TO LIST button, which will take you

back to you list of orders

o Click SAVE AND PRINT PACKING SLIP button to print the packing

slip.

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Managing Customers

Viewing Customers

• View your customer list by clicking the CUSTOMERS TAB or clicking on the

View link under Customers in the MAIN TAB:

Customers (0) View | Add New | Export

• Click on the heading in each column to sort this list in ascending or

descending order by

o Name

o Phone #

o E-mail Address

• To export this customer list to a spreadsheet, click the EXPORT button.

To Edit a Customer

• Click the Edit link on the list above next to the customer that you wish to edit.

• Enter the new information into the form

• Click SAVE CUSTOMER to save your changes.

To Add a Customer

• In the MAIN TAB click the Add New link under Customers or click the ADD

NEW CUSTOMER button under the CUSTOMERS TAB.

• Enter the customer information into the form

o If the shipping address is the same as the billing address, you can

check Same as Bill-To Address to copy the address into the Ship-To

form.

• If you have no additional customers to add, click the SAVE CUSTOMER

button to save your changes and be redirected to the customer list.

• If you have additional customers to add, click the SAVE & ADD NEW button

to save your changes be directed to a new form.

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Deleting a Customer

Click on the CUSTOMERS TAB, and then click the Delete link next to the

customer you wish to delete. You will receive a pop-up asking Are You Sure

You Want to Delete This Customer? Click OK to delete. Click Cancel if you

do not wish to delete the customer.

To View Order History by Customer

• Click the number appearing under the heading Orders in your Customer List.

If the customer has 0 orders, this number will not be clickable.

• If the number is greater than 0, clicking it will take you to a page showing the

customer’s name, contact information, and order history. • Click on the Order Number for detailed information about individual orders.

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Managing Products

Viewing Products

• To view a list of your products, click the PRODUCTS TAB or go to the MAIN

TAB and click the View link under Products.

Products (0) View | Add New

• Click on the heading in each column to sort this list in ascending or

descending order by

o SKU

o Product Name

o Thumbnail

o Photo

o Availability

Viewing Product Information

To View detailed information about a product, click the name of the product you

wish to view in the Product List.

Adding a New Product

• In the MAIN TAB, click the Add New link under Products or go to the

PRODUCTS TAB and click the ADD NEW PRODUCT button.

• Enter desired product information into the form. None of the fields are

required.

o Product Name

o SKU

o Size

o Weight

o Price

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§ To use a sale price, enter the new price in the Sale Price field

and check Use Sale Price.

§ You can uncheck this box to go back the displaying the full price

without deleting the information from the Sale Price field.

o Choose to Track Inventory

§ To use this option you will need to set an inventory level as well

as the Notify level. For example, you can set that you currently

have 10 items in stock and wish to be notified when you only

have 5 items in stock. You can track products

o Not at all

o By Product

o By Option

§ To track by option you will need to set options for

your product (Ex. red, purple, green) and set an

inventory and notify level for each option as

above.

o Photo/Thumbnail

§ To add a photo, click the BROWSE button next to the Photo

field and selecting the appropriate photo from your files.

§ To use the same photo as a thumbnail, check Use Main Photo

as Thumbnail. You may also upload a different photo as a

thumbnail by clicking the BROWSE button next to the

Thumbnail field and selecting the appropriate photo from your

files.

o Category

§ Choose one or more categories from the category list.

o Custom Fields

§ Use this feature when your product requires additional fields

§ Field label is the type of identifier (Ex. Artist, Year, Label)

§ Field Value is the identifier itself (Ex. Parliament Funkadelic,

2002, Capitol)

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o Option Label

§ If you are using Options, use this field to define them (ex. Media

Type).

o Options

§ Use these fields to define your options (ex. Compact Disc, 8-

Track, Vinyl) and set separate SKU’s, Prices, Weights, and

Inventory/Notify Levels if you are tracking inventory by option.

o Related Products

§ Select products from a drop-down list of all existing products to

be displayed alongside the product as a related product.

o Teaser

§ Set a “teaser” to be displayed with the thumbnail image on the

product list.

o Description

§ Set a more detailed produc t description to display on the

Product Detail Page.

o Meta Title (appears only if Search Engine Optimization is enabled)

o Meta Description (appears only if Search Engine Optimization is

enabled)

o Meta Keywords (appears only if Search Engine Optimization is

enabled)

o Options

§ Set whether or not the product will be taxable.

• If you have additional products to enter, click the SAVE & ADD NEW button

• If you do not have additional products to enter, click the SAVE PRODUCT

button.

Editing a Product

• Click on the PRODUCTS TAB, and then click the Edit link next to the product

you wish to edit.

• Edit the desired information about your product.

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• If you have additional products to enter, click the SAVE & ADD NEW button

• If you do not have additional products to enter, click the SAVE PRODUCT

button.

Deleting a Product

Click on the PRODUCTS TAB, and then click the Delete link next to the product

you wish to delete.

Froogle Export

To access the Froogle Export feature

• Click the Froogle Export link on the MAIN TAB or

• Go to the PRODUCTS TAB, and then click the FROOGLE EXPORT button.

o This will open a document containing product information to be

uploaded as a data feed to Froogle.

o More information about using Froogle can be found at

https://www.google.com/froogle/merchants/faq_new.html

Product Inventory

• Go to the PRODUCTS TAB and click the PRODUCT INVENTORY button.

o This will direct you to a list of all products with their SKU, Product

Name, number in Stock, Notify Level (if applicable), and Inventory

Tracking status.

• Update inventory levels by checking the box in the Update column next to the

product you wish to update.

o This leads you to a form that allows you to adjust the inventory levels

and notify levels of the product/s you selected.

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Managing Categories

Viewing Categories

To view a list of Categories, click the CATEGORIES TAB or go to the MAIN TAB

and click the View link under Categories.

Categories (0) View | Add New

Adding a New Category

• In the MAIN TAB, click the Add New link under Categories or go to the

CATEGORIES TAB and click the ADD NEW CATEGORY button.

• Enter desired category information into the form. None of the fields are

required.

o Category Name

o Subcategory of

§ Set as a subcategory of an existing category by selecting from a

drop-down menu.

o Thumbnail

§ To add a thumbnail, click the BROWSE button next to the

Thumbnail field and select the appropriate photo from your files.

o Description

§ Add a description to be displayed with the category or

subcategory.

o Meta Description

o Meta Keywords

o Option

§ Choose whether or not to hide the category from the customer

area category list.

• If you have additional categories to enter, click the SAVE & ADD NEW button

• If you do not have additional categories to enter, click the SAVE CATEGORY

button.

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Viewing Products in a Category

• Access the list of categories.

• Click the hyperlinked number in the Products column next to the category you

wish to view to see a list o f products within that category or

• Go to the PRODUCTS TAB and select the category you wish to view from the

Show Category drop-down menu, and then hit Go.

Editing a Product within a Category

• Click on the CATEGORIES TAB, and click the hyperlinked number in the

Products column next to the category you wish to view

• Click the Edit link next to the product you wish to edit.

• Edit the information in the form

• If you have additional products to enter, click the SAVE & ADD NEW button

• If you do not have additional products to enter, click the SAVE PRODUCT

button.

PLEASE NOTE: IF YOU EDIT A PRODUCT WITHIN A CATEGORY

IT WILL BE EDITED FOR ALL CATEGORIES.

Deleting a Product within a Category

• Click on the CATEGORIES TAB, and click the hyperlinked number in the

Products column next to the category you wish to view

• Click the Delete link next to the product you wish to delete.

• If you simply wish to remove a product from a category, click the Edit link and

change the Categories field in the form.

PLEASE NOTE: IF YOU HIT DELETE ON A PRODUCT WITHIN A CATEGORY,

IT WILL BE ENTIRELY DELETED FROM YOUR SYSTEM.

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Managing Coupons

Viewing Coupons

• To view a list of your Coupons, click the COUPONS TAB or go to the MAIN

TAB and click the View link under Coupons.

Coupons (0)

View | Add New

• Click on the heading in each column to sort this list in ascending or

descending order by

o Coupon Code

o Expiration

Adding a New Coupon

• Go to the COUPONS TAB and click the ADD NEW COUPON button or go to

the MAIN TAB and click the Add New link under Coupons.

• Enter desired coupon information into the form.

o Coupon Code (required)

o Discount (required)

o Expiration date (not required)

• When your coupon information has been entered into the fields, click the

SAVE COUPON button.

Editing a Coupon

• Click on the COUPONS TAB, and then click the Edit link next to the coupon

you wish to edit.

• Edit desired information.

• Click the SAVE COUPON button.

Deleting a Coupon

• Click on the COUPONS TAB

• Click the Delete link next to the coupon you wish to delete.

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Managing Affiliates

Viewing Affiliates

• To view a list of your Affiliates, click the AFFILIATES TAB or go to the MAIN

TAB and click the View link under Affiliates.

Affiliates (0) View | Reports | Add New

• Click on the heading in each column to sort this list in ascending or

descending order by

o Affiliate

o Phone

o E-mail

o Commission

Adding an Affiliate

• Go to the AFFILIATES TAB and click the Add NEW AFFILIATE button or go

to the MAIN TAB and click the Add New link under Affiliates.

o Enter affiliate shipping and billing information into the form.

o If you do not choose a username and password, one will be generated

for you.

• If you have additional affiliates to enter, click the SAVE & ADD NEW button

• If you do not have additional affiliates to enter, click the SAVE AFFILIATE

button.

Editing an Affiliate

• Click on the AFFILIATES TAB, and then click the Edit link next to the affiliate

you wish to edit.

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• Edit the desired information in the form, and then click the SAVE AFFILIATE

button.

Deleting an Affiliate

• Click on the AFFILIATES TAB, and then click the Delete link next to the

affiliate you wish to delete.

Paying an Affiliate

• Click the AFFILIATES TAB and click the Pay Affiliates button.

• Enter the desired amount in the query:

Display all affiliates with balances of at least: $50

USD

and click the Refresh button.

• Select the affiliate/s you wish to pay

• Enter Payout Amount and Check # / Wire Transfer ID, then click the Save

Payouts button.

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Using Reports

Accessing Reports

• To access a report, click on the REPORTS TAB or go to the MAIN TAB and

click on the report you wish to run under Reports.

Reports Sales | Products | Marketing | Affiliates

• Click the heading of the report you wish to view.

• Export a report to a spreadsheet by clicking the EXPORT button.

• Print a report by hitting the PRINT button.

Sales Reports

Gross Sales

• Under the REPORTS TAB, click the Gross Sales link. This will show the

Gross Sales Report by month, showing the

o Date (Month/Year)

o Number of Orders

o Subtotal

o Tax

o Shipping

o Total

o Average Order Amount

• To select a timeframe for this report:

o Select an option from the drop-down box labeled Timeframe or

o Select Custom in the drop-down box and enter the date parameters in

the boxes labeled From and To. The format of the date should be

MM/DD/YYYY.

• To view a detailed report of orders by month, click the month name in the list.

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Sales Tax

• Under the REPORTS TAB, click the Sales Tax link. This will display the sales

tax report for each area that you have set to tax. This report shows:

o Locale (State, County, Country)

o Sales Out of Locale

o Sales In Locale

o Locale Taxable Sales

o Total Tax Collected

• To select a timeframe for this report:

o Select an option from the drop-down box labeled Timeframe or

o Select Custom in the drop-down box and enter the date parameters in

the boxes labeled From and To. The format of the date should be

MM/DD/YYYY.

Best Seller Report

• Under the REPORTS TAB, click the Best Seller Report link. This will display

a list of all products sold in order of the number of products sold from greatest

to least. This report displays the

o Item name

o Option (if applicable)

o Number Ordered

• To select a timeframe for this report:

o Select an option from the drop-down box labeled Timeframe or

o Select Custom in the drop-down box and enter the date parameters in

the boxes labeled From and To. The format of the date should be

MM/DD/YYYY.

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Marketing Reports

Internet Ad Tracking

• Under the REPORTS TAB, click the Internet Ad Tracking link. This will show

a list of all keywords that have generated sales. This report displays:

o Description

o Keyword

o Number of Orders

o Total Income

o Number of Clicks

• To select a timeframe for this report:

o Select an option from the drop-down box labeled Timeframe or

o Select Custom in the drop-down box and enter the date parameters in

the boxes labeled From and To. The format of the date should be

MM/DD/YYYY.

Affiliates Reports

Affiliate Sales

• Under the REPORTS TAB, click the Affiliate Sales link. This will show a list of

sales by Affiliate. This report displays:

o Affiliate

o Total Orders

o Commissionable Sales

o Commissions

• To select a timeframe for this report:

o Select an option from the drop-down box labeled Timeframe or

o Select Custom in the drop-down box and enter the date parameters in

the boxes labeled From and To. The format of the date should be

MM/DD/YYYY.

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Affiliate Payout Report

• Under the REPORTS TAB, click the Affiliate Payout Report link or

• Click the PAY AFFILIATE button under the Affiliates Tab.

• Select the balance amount for affiliates you wish to view in this list:

Display all affiliates with balances of at least: $ 50 USD

• Click the REFRESH button

• This report shows all affiliates who meet your balance criteria. This list

displays

o Affiliate name

o Balance

o Payout Amount field

o Check # / Wire Transfer ID field

• Select the affiliate/s you wish to pay

• Enter the amount of payment in the Payout field

• Enter the check # / Wire Transfer ID (if applicable)

• Click the SAVE PAYOUTS button

o This directs you to a printable list of the selected affiliate. This includes

§ Affiliate name and address

§ Amount to Pay

§ Check # / Wire Transfer ID

• Print this report by clicking the PRINT button.

Affiliate Payout History

• Under the REPORTS TAB, click the Affiliate Payout History link. This will

show a list of payments made by affiliate. This report displays:

o Date Paid

o Affiliate

o Payout Amount

o Check # / Wire Transfer ID

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• To select a timeframe for this report:

o Select an option from the drop-down box labeled Timeframe or

o Select Custom in the drop-down box and enter the date parameters in

the boxes labeled From and To. The format of the date should be

MM/DD/YYYY.

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Adjusting Settings

General

• Click on the SETTINGS TAB

• Click the General link. This form allows you to change

o The number of items displayed on a page in the admin and customer

areas

o The “from” e-mail from which customer e -mails will be sent.

o The “to” e-mail/s that customers can use to contact you.

o The weight measurement used (lbs/kgs)

• Click the SAVE button to save your changes

Product

• Click on the SETTINGS TAB

• Click the Product link. This form allows you to change

o The product display format for the customer area (list or grid)

o The product option price structure

• Click the SAVE button to save your changes

Shopping Cart Behavior

• Click on the SETTINGS TAB

• Click the Shopping Cart Behavior link. This form allows you to change

o Where a customer is sent after adding an item to cart

o Where the Continue Shopping button directs the customer

o Whether or not Customer Login is required

• Click the SAVE button to save your changes

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Payment

• Click on the SETTINGS TAB

• Click the Payment link. This form allows you to change

o Which method/s of payment you will allow customers to use

• Check

• Money Order

• COD

• Paypal

• Credit Cards

o Which Payment Gateway/s you wish to use

• PayPal

• 2CheckOut

• Authorize.Net

• LinkPoint International

• Verisign Payflow Link

• Offline Processing

o Minimum Order Amount

o Maximum Order Amount

• To configure PayPal:

o Click the CONFIGURE button

o Enter your Business User / e-mail address.

o Click the SAVE button to save your changes

• To choose a payment gateway:

o Click the GATEWAY button and choose the gateway that you wish to

use.

§ To configure your gateway, click the Configure button next to

the gateway you wish to use.

§ For 2Checkout enter your SID

§ For Authorize.Net enter your Login and Transaction Key

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§ For LinkPoint International enter your Store Number, Certificate

Path, Host, and Port

§ For Verisign Payflow Link, enter your Login and Partner

o Click the SAVE button to save your changes

• When you have made all adjustments to your payment options, click the

SAVE button on the Payment Options screen.

Sales Tax Wizard

• Click on the SETTINGS TAB, and click on the Sales Tax Wizard link.

• Select the state/s that you wish to set as taxed and select whether you will be

collecting tax on the state level, county level, or some of both (if more than

one state is selected). Click the Next button.

o If more than one state was selected and you chose “some of both” you

will be directed to a page that asked you to select county level or state

level for each state you selected. Hit the Continue button when you

have made your selections.

• Enter the tax rate for each state/county, default tax rate (if applicable), and

choose whether or not shipping will be taxed. Click the Finish & Save button

when you have made your selections.

Shipping

• Click the Shipping Rates link under Settings on the MAIN TAB or click on the

Shipping link under the SETTINGS TAB. This form allows you to change the

way shipping is calculated. You can choose shipping options for

o Order Subtotals

o Order Weight

o Order Quantity

o UPS

o No Shipping

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• To configure Order Subtotals:

o Click the CONFIGURE button next to the Subtotals option.

o Enter your subtotal ranges and shipping rates for each range.

o Click the SAVE button to save your changes

• To configure Order Weight:

o Click the CONFIGURE button next to the Order Weight option.

o Enter your weight ranges and shipping rates for each range.

o Click the SAVE button to save your changes

• To configure Order Quantity:

o Click the CONFIGURE button next to the Order Quantity option.

o Enter your quantity ranges and shipping rates for each range.

o Click the SAVE button to save your changes

• To configure UPS:

o Click the CONFIGURE button next to the UPS option.

o Select your pickup type

§ Daily Pickup

§ Customer Counter

§ One Time Pickup

§ On Call Air Pickup ®

§ Retail Location (UPS Store)

§ Letter Center

§ Air Service Center

o Check whether or not to charge UPS charges to your UPS account.

o Select your Package Type

§ Unknown

§ UPS Letter

§ My Packaging

§ UPS Tube

§ UPS Pak

§ UPS Express Box

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§ UPS 25kg Box ®

§ UPS 10kg Box ®

o Select the Service/s you will allow

§ UPS Next Day Air ®

§ UPS Second Day Air ®

§ UPS Ground

§ UPS Worldwide Expedited SM

§ UPS Standard

§ UPS 3 Day Select ®

§ UPS Next Day Air Saver ®

§ UPS Next Day Air® Early A.M. ®

§ UPS Worldwide Express Plus SM

§ UPS 2nd Day Air A.M. ®

o Click the SAVE button to save your changes

o To get rate quotes, click the CONFIGURE button next to the UPS

option under Shipping settings.

§ Click the GET RATES button

§ Enter the applicable information for your shipment.

§ Click the GET RATES button

o To track a shipment, click the CONFIGURE button next to the UPS

option under Shipping settings.

§ Click the TRACK button

§ Enter the Tracking ID #

§ Click the TRACK button

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Orders

• Click on the SETTINGS TAB, and click the Orders link. This form allows you

to choose

o The default view of your order history list by

§ Status

o Pending

o Approved

o Shipped

o Declined

o Void

§ Timeframe

o Today

o Last 7 Days

o Last 30 Days

o All Orders

o Whether to allow shipments to PO Boxes

o Whether to allow orders to be deleted

o Whether to send an e-mail to the customer when their order is shipped

• Click the SAVE button to save your changes.

Configure Countries

• Click on the SETTINGS TAB, and click the Configure Countries link.

• Check the countries to which you will ship.

• Click the SAVE button to save your changes.

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Affiliate Program

• Click on the SETTINGS TAB, and then click the Affiliate Program link. This

form allows you to

o Turn your affiliate program on or off

o Enter the default commission

• Click the SAVE button to save your changes

Inventory Management

• Click on the SETTINGS TAB, and click the Inventory Management link. This

form allows you to

o Turn inventory tracking on or off

o Select options for depleted inventory

§ Continue to display product on front end, and remove add to cart

button

§ Display an "out of stock" message

§ Remove product from front end shopping cart

o Select low inventory notification e-mail.

• Click the SAVE button to save your changes.

Search Engine Optimization

• Click on the SETTINGS TAB, and click the Search Engine Optimization link.

This form allows you to

o Turn Search Engine Optimization On or Off

o Link to a static store

• Click the SAVE button to save your changes.

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Internet Ad Tracking

• Click on the SETTINGS TAB, and click the Internet Ad Tracking link. This

takes you to a list of existing keywords along with their source and Tracking

URL.

• To Add a new Keyword

o Click the ADD NEW AD button

o Enter the Description and Keyword

o If you have additional keywords to enter, click the SAVE & ADD NEW

button

o If you do not have additional keywords to enter, click the SAVE AD

button.

Users

• Click on the SETTINGS TAB, and click the Users link to display a list of

registered users.

• Click on the heading in each column to sort this list in ascending or

descending order by

o Name

o E-mail Address

o Username

• To add a new user, click the ADD NEW USER button.

• Enter desired User information into the form. None of the fields are required.

If you leave the username and password fields blank, digiSHOP will

automatically generate a username and password.

• If you have additional users to enter, click the SAVE & ADD NEW button

• If you do not have additional users to enter, click the SAVE USER button.

• To edit a user’s information, click the Edit link next to their listing.

• Enter the new information into the form.

• Click Save User.

• To delete a user, click the Delete link next to the user you wish to delete.

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Password

• You can change your password in three places:

o Under the MAIN TAB, click the Change My Password link under

Settings.

o Under the SETTINGS TAB, click the Users link, then click the

CHANGE MY PASSWORD button.

o Under the SETTINGS TAB, click the Change My Password link.

• Enter your current password, then enter and verify your new password.

• Click the SAVE button to save your changes

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USING YOUR CUSTOMER AREA

Online Store

• The Online Store allows you to browse available items and add them to your

shopping cart.

• The main page will display a list of all available categories. To view the main

page, click the Online Store link.

• To view all products in a category or subcategory, click the title or thumbnail

for that category. This will bring you to a list of all available products in that

category.

• For more information about a specific product, click the thumbnail or product

name. You can also click the MORE INFO button to access the Product

Detail Page.

• To add an item to your cart, click the ADD TO CART button on the Product

Detail Page.

Searching the Product List

To utilize the search feature, click the Search link at the bottom of any

page in the Online Store. The customer can search by any word or

phrase that appears in the Product Name, Teaser, or Product

Description. Please note that the search feature does not support

Boolean searches (i.e. searches using quotes or +/- symbols).

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Using Your Cart

You Can View your cart at any time by clicking the

View Cart link at the bottom of any page in the Online Store.

• To add an item to your cart, click the ADD TO CART button on the product

detail page.

• To change the quantity of items already in your cart,

o click the View Cart link at the bottom of any page in the Online Store,

o change the number in the QTY column next to the product you wish to

adjust,

o click the UPDATE CART button to save your changes.

• To delete items already in your cart,

o click the View Cart link at the bottom of any page in the Online Store,

o click the Delete icon next to the product you wish to remove from your

cart,

o when prompted with “Are you sure you want to the remove the

PRODUCT NAME from your shopping cart?” click OK to proceed or

CANCEL to return to your cart without deleting the item.

• To delete all items from your cart, click the EMPTY CART button. When

prompted with “Are you sure you want to empty all the items from your

shopping cart?” click OK to proceed or CANCEL to return to your cart without

deleting any items.

• To return to the Online Store click the CONTINUE SHOPPING button or the

Online Store link.

• To proceed to Checkout, click the CHECKOUT button.

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Checkout

• To proceed to Checkout, click the CHECKOUT button in your cart or click the

Checkout link at the bottom of the screen.

o If you are already logged in, this takes you to the Billing Address

screen.

o If you are not already logged in this takes you to the Checkout Login

Screen. Here you will enter your e-mail address and password. If you

are a new customer, this is the screen where you will create your

account. Clicking the LOG IN button will take you to the Billing

Address Screen.

• Enter your Billing Address Information. If your shipping address if the same

as your billing address, check

This information is the same as the Shipping Address

E-mail Address, First Name, Last Name, Address, City, and Zip/Postal

Code are required fields. Click the CONTINUE button to proceed to the

next screen.

• If your shipping address is different than your billing address, you will be

directed to the Shipping Address Information screen. Name, Last Name,

Address, City, and Zip/Postal Code are required fields. Click the CONTINUE

button to proceed to the next screen.

• On the Payment Information screen, you will be required to enter your

Payment Type (credit, etc) as well as any relevant payment information. This

is also the screen where you will choose your preferred shipping method and

enter in any coupons you may have. Click the CONTINUE button to proceed

to the next screen

• The Confirm and Submit page is where you can review all of the information

you have entered up to this point. Once you have reviewed your order, click

the SUBMIT MY ORDER button.

Please note: Your order is not complete

until you click the Submit My Order button.

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My Account

• To view detailed information pertaining to your account, click the My Account

link.

• If you are not already logged in, you will be asked to log in.

o If you do not know your password, click the Forgot My Password link.

o Enter your e-mail address and click the SEND PASSWORD button.

o You will receive an e-mail with your log in information and a link back

to the log in page.

• Enter your e-mail address and password, and then click the LOG-IN button.

• The My Account page allows you to

o View your order history

§ Click the View Order History link.

o Change your Billing Address

§ Click the Change Billing Address link.

§ Change your billing information.

§ Click the CONTINUE button to save your changes.

o Change your Shipping Address

§ Click the Change Shipping Address link.

§ Change your shipping information.

§ Click the CONTINUE button to save your changes.

o Change your password

§ Click the Change Password link.

§ Enter your Current Password and New Password.

§ Click the SAVE button to save your changes.

o Logout

§ Click the Logout link.

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Order History

• To view your Order History,

o Click the Order History link or

o Click the My Account link, then click the View Order History link.

• The Order History page shows a list of all passed orders placed from your

account. Each order record displays the

o Order number

o Order date

o Total

o Order status

o Tracking # (if applicable)

• To view details about a single order, click the hyperlinked order number.

o This will direct you to a page displaying detailed information about your

order including

§ Ship to/Bill to addresses

§ Items ordered, including quantity ordered and price

§ Order total

§ Method of payment

§ Special Instructions (if applicable)