eStores User Manual

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eStores User Manual Powered By Docstoc
					    Web
Administration
 User Manual
 eStore version 2.5




    Information Solutions
             By
       ISM Group, Inc.

       Last Modified:
         May 2004
eStores NorthWest Web Administration                                                            Table of Contents




Table of Contents

Introduction ............................................................................. 4
  A. Overview .................................................................................................. 4
  B. Customer Support ..................................................................................... 4

Chapter 1: Your Web Administration Site ................................. 5
  A. Logging On ............................................................................................... 5
  B. Overview .................................................................................................. 6

Chapter 2: Configure Your eStore ............................................. 7
  A. Company Info ........................................................................................... 7
  B. Marketing (Meta Tag) Information ............................................................... 8
  C. Settings ................................................................................................... 9
         Overview ......................................................................................... 9
         Find My Order ................................................................................ 10
         Save My Shopping Cart ................................................................... 11
         Special Requests and Gratuity .......................................................... 12
         Greeting and User Defined Fields ...................................................... 13
  D. Payment Methods .................................................................................... 14
         Overview ....................................................................................... 14
         Activate/Deactivate Payment Methods ............................................... 15
         Edit Payment Methods ..................................................................... 16
         Payment Methods in the Checkout Process ......................................... 17
  E. Shipping Options ..................................................................................... 18
         Overview ....................................................................................... 18
         Shipping Rates and Message ............................................................ 19
  F. Handling Fees & Volume Discounts ............................................................. 20
         Overview ....................................................................................... 20
         Fee and Discount Descriptions .......................................................... 21
  G. Referrals ................................................................................................ 22
         Overview ....................................................................................... 22
         Referrals in the Order Report ........................................................... 23
  H. Sales Taxes ............................................................................................ 24
         Overview ....................................................................................... 24

Chapter 3: eStore Design ........................................................ 25
  A. Graphics ................................................................................................. 25
         Banner Graphic .............................................................................. 25
         Upload Graphics ............................................................................. 25
  B. Style & Colors ......................................................................................... 26
         Overview ....................................................................................... 26
         Creating a New Style ...................................................................... 27
         Editing a Style Sheet ....................................................................... 28
  C. Store Front ............................................................................................. 29
         Overview ....................................................................................... 29
         Center Column ............................................................................... 30
         Side Columns ................................................................................. 31


Information Solutions by ISM Group, Inc.                                                             Page 2 of 56
eStores NorthWest Web Administration                                                            Table of Contents



Chapter 4: Manage Products & Categories .............................. 33
  A. Categories .............................................................................................. 33
         Category Maintenance .................................................................... 33
         Category Feature Maintenance ......................................................... 34
         Category Page ................................................................................ 35
  B. Products ................................................................................................. 36
         Product Maintenance ....................................................................... 36
         Product Feature Maintenance ........................................................... 37
         Product Page .................................................................................. 38
  C. Product Options ....................................................................................... 39
         Overview ....................................................................................... 39
         Product Option Administration .......................................................... 39
         Link Options to Products .................................................................. 40
  D. Images .................................................................................................. 41

Chapter 5: Manage Customers & Users ................................... 42
  A. Customers .............................................................................................. 42
        Customer Maintenance .................................................................... 42
        Customer Discounts ........................................................................ 43
        Customer Registration ..................................................................... 44
  B. Users ..................................................................................................... 45

Chapter 6: Maintain & Process Orders .................................... 46
  A. Order Maintenance .................................................................................. 46
        Order Administration ....................................................................... 46
        Order Detail Administration .............................................................. 47
  B. New Order Alert Page ............................................................................... 48
  C. Batch Orders ........................................................................................... 49
  D. Ship Orders ............................................................................................ 50
        Overview ....................................................................................... 50
        Ship Orders Maintenance ................................................................. 50
        Shipping Information on Find My Order Page ...................................... 51
  E. Order Report ........................................................................................... 52
  F. Quotes Administration .............................................................................. 54

Appendix A: List of Figures ..................................................... 55

Appendix B: Glossary of Terms ............................................... 56




Information Solutions by ISM Group, Inc.                                                             Page 3 of 56
eStores NorthWest Web Administration                                    Introduction




Introduction

A. Overview
Your eStore Web Administration site is where you can configure and manage all
aspects of your eStore. This includes product and category maintenance, eStore
design, order administration, customer and user management, and many other
features.  All changes made to your eStore from the Administration site are
instantaneous and affect your eStore immediately. The following document describes
how to use each section of your eStore Web Administration site.



B. Customer Support

For questions or to request more information, you may reach eStores NorthWest by
the following methods:

    Email
    support@estoresnw.com
    sales@estoresnw.com

    Phone
    Toll-Free: 1.877.eStorez (378.6739)
    Phone: 503.390.7868
    Fax: 503.463.8905

    Mailing Address
    eStores NorthWest
    PO Box 7079
    Salem, OR 97303

    On The Web
    http://www.estoresnw.com
    http://www.ismgroup.com




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eStores NorthWest Web Administration                  Chapter 1: Your Web Administration Site




Chapter 1: Your Web Administration Site
This chapter explains how to locate and log on to your eStore administration site.



A. Logging On

Your eStore Web Administration site can be accessed from any computer with an
Internet connection. You can manage your eStore from your home, work, or on the
road with your laptop.

Open an Internet browser (IE Explorer, Netscape, etc.) and browse to
http://www.yourestore.com/webadmin (replace “www.yourestore.com” with the URL
of your eStore). You will see a login screen resembling the following:

Enter the Login Name and
Password you chose when you
signed up for your eStore. Click
“Login” to enter your eStore
Administration site.

Please Note:

The web administration pages
are best viewed at a screen
resolution of 1024 X 768. For
help, please see the instructions
on the login screen. Also, It is
important that you view the web
administration   pages    on    a
current     browser     version.
Some components may not
work properly on old browsers.
The login page will indicate                      eStore Web Administration Login Screen
whether or not your browser
version is compatible. If it is not, please follow one of links on the login page to
upgrade your browser.




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eStores NorthWest Web Administration                Chapter 1: Your Web Administration Site




B. Overview

Upon successful logon, you will be directed to the eStore Administration main menu
page. You may return to this page at any time by clicking the “Main Menu” link from
the top left menu bar. The top menu bar also shows who is logged in and has links to
Log Out and View your eStore.

A compact version of the main menu always shows in the left frame of the window.
When an item is selected from the left menu, an arrow will appear indicating the
chosen link.




                                                               Administration Main Menu




Information Solutions by ISM Group, Inc.                                      Page 6 of 56
eStores NorthWest Web Administration                                   Chapter 2: Configure Your eStore




Chapter 2: Configure Your eStore
The first step to managing your eStore is configuration. This chapter explains how to
setup and configure your eStore.



A. Company Info

Choose Configuration >> Company Info from the Main or Left Menu. Fill in the
correct information and click “Save Information.”

If you plan to include Checks as a method of payment in your eStore, customers will
be instructed to send their check payment to the address entered here.




                                                               Company Information Administration



 Field                          Description
 Company Name                   Name of your company. Required.
 Contact Name                   Full name of contact person.
 Address, Address2, City,       Address of your company. For orders paid by check, your customers
 State, Zip                     will be prompted to mail their payments to this address.
 Phone Number                   Phone number of your company.
 Email                          Email address of contact person or company. This will be the return
                                email on emailed order receipts.
 URL                            Web address of your company’s main website.




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eStores NorthWest Web Administration                                    Chapter 2: Configure Your eStore




B. Marketing (Meta Tag) Information

The meta tag information is used by search engines to more efficiently locate your
website. The Webpage Title will display in the title bar of the browser on the Store
Front.

    1. Choose Configuration >> Marketing (Meta Tags) from the Main or Left Menu
    2. Enter the Webpage Title, Site Description, and Site Keywords
    3. Click “Save Information”




                                                                              Meta Tag Administration



 Field                 Description
 Webpage Title         Title of Company or eStore. Displays in the title bar of Store Front page.
 Site Description      One or two sentence description that fully describes your eStore website.
 All Keywords          All keywords associated with your eStore.




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eStores NorthWest Web Administration                                   Chapter 2: Configure Your eStore




C. Settings

Overview

To customize the settings of your eStore:

    1.   Choose Configuration >> Settings from the Main or Left Menu
    2.   Choose which customer features to activate
    3.   Specify any additional information you would like to gather with an order
    4.   Click “Save Information”




                                                                                       eStore Settings


Field                      Description
Find My Order              Allow customers to view past orders.
Save My Shopping           Allow customers to save their cart for later purchase. Quotes (saved
Cart                       shopping carts) are available to customers for a maximum of 30 days. To
                           delete Quotes, please visit Quotes Administration.
Save My Cart Message       This message appears after a customer saves his/her shopping cart.
Special Requests           Allow customers to include special requests or comments with their orders.
Gratuity                   Allow customers to add a gratuity amount to their order total.
Greeting                   Allow customers to include a greeting with their gift orders.
User Defined Field         User Defined Field (UDF) Labels allow you to collect any additional
Labels (6)                 information necessary with each order. At checkout, customers will be
                           prompted to enter information for the UDF Labels you specify.
Payment Cash Acct          Business Works Cash Account # (1-9) that corresponds to payments
                           received through your eStore.




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eStores NorthWest Web Administration                            Chapter 2: Configure Your eStore




Find My Order

If you choose to activate the “Find My Order” feature, the relative link will show in
                                              your eStore.

                                                      Customers may click on the “Find My
                                                      Order” link to either login and view
                                                      all past orders or enter an order
                                                      number and billing zip code to view a
                                                      particular order.




                Find My Order Login or Order Search

If the customer is logged in, the “Find
My Order” page will show a list of all
past orders. If an order has been
marked as shipped, the ship date and
tracking number will also be visible.




                                                                 List of Past Orders for a User

                                                    The customer may click on an order
                                                    number to view the details of the
                                                    chosen order. This is an easy way for
                                                    your customers to review and verify
                                                    orders placed in your store.




                        Find My Order Detail Page



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eStores NorthWest Web Administration                             Chapter 2: Configure Your eStore




Save My Shopping Cart

If you choose to activate the “Save My Shopping Cart” feature, a “Save Cart” button
will be visible on the Shopping Cart page.

                                                                 After a customer saves
                                                                 his/her shopping cart, the
                                                                 “Save My Cart Message”
                                                                 will appear.




                                           Saved Shopping Cart



If a customer has quotes
that have not expired, a
“Saved Cart(s)” link will
show in the top menu.
This page lists all of the
saved carts for that user.
They may select the “Add
to Cart” button to add
the items to their cart for
purchase.




                                                                  List of Saved Shopping Carts




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eStores NorthWest Web Administration                             Chapter 2: Configure Your eStore




Special Requests and Gratuity

If the “Special Requests”
feature is selected, a box
will    appear    on   the
Shopping Cart page that
allows the user to enter
requests and comments.
Also, if the “Gratuity”
feature is selected, a box
will show on the Shopping
Cart page that allows the
user to enter a numeric
gratuity amount.




                                           Special Requests and Gratuity on Shopping Cart page



                                                                The Special Requests and
                                                                Gratuity values also show
                                                                on the Checkout-Review
                                                                page and Receipt page.




      Special Requests and Gratuity on Checkout-Review page




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eStores NorthWest Web Administration                      Chapter 2: Configure Your eStore




Greeting and User Defined Fields

If the “Greeting” feature is selected, customers will be prompted to add a greeting
message with their orders during checkout. Also, if any User Defined Field Labels are
saved, customers will be prompted to enter the relative extra information.




                                               User Defined Fields and Greeting Message




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eStores NorthWest Web Administration                      Chapter 2: Configure Your eStore




D. Payment Methods

Overview

Choose Configuration >> Payment Methods from the Main or Left Menu. You will see
two types of payment methods: Online and Offline Processing.

Online Payment Processing automatically verifies payments online. You may
choose to accept online payments through credit cards or through PayPal. PayPal is
an online service that allows customers and businesses to send and receive
payments online. To use PayPal with your eStore, you must setup a PayPal business
account. For more information about PayPal payment services and instructions on
how to setup a PayPal business account, please visit http://www.paypal.com.

The other type of Online Payment Processing is accepting credit cards online through
a payment gateway. A payment gateway is a company that handles and authorizes
payments made online. Depending on which payment gateway you choose, your
eStore would pass your payment gateway customer information at checkout time,
and they would gather and authorize the customer’s credit card number and
expiration date. The payment gateway would then send either an accept- or decline-
message back to your eStore. All payment information would be handled and stored
with your payment gateway account, and all order and product information would be
stored in your eStore. To accept online credit cards through your eStore, you must
sign up with a payment gateway. For a list of payment gateways that are compatible
with your eStore, please see the list on the Payment Methods page of your eStore
Web Administration.

Offline Payment Processing methods gather payment information from your
customers at check out, but do not authorize or process the payments automatically.
There would be no third party authorization (such as a payment gateway) when
using these methods. Your company would handle all payment processing.

For complete descriptions and instructions on online payment processing, please visit
http://www.eStoresNW.com and choose “Support” from the main menu. You will find
our “Online Payment Processing Guide” there.




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eStores NorthWest Web Administration                                     Chapter 2: Configure Your eStore




Activate/Deactivate Payment Methods

To activate a payment method, check the box next to it. If you choose to accept
credit cards, check the boxes next to the types of credit cards you would like to
accept (VISA, MasterCard, American Express, Discover). Click “Save Information.”




                                                               Activate/Deactivate Payment Methods



Field                         Description
Online Credit Card            Check this box if your company accepts credit cards online through a
                              payment gateway.
PayPal                        Check this box if your company accepts payments through a PayPal
                              business account.
Credit Card                   Check this box if your company would like to save your customers’ credit
                              card information and process transactions offline. You must have a
                              security certificate to use this payment method.
Purchase Order                This method saves the customer’s purchase order number in the
                              database with his/her order.
Check                         This method does not gather any payment information from your
                              customers, but prompts them to send their payment (check) to your
                              company’s address.
Charge                        This method does not gather any payment information from your
                              customers. Check this box if you handle payments in a way that is not
                              listed above.
Credit Cards Accepted         If your company accepts credit cards online or offline, check the boxes
                              next to the accepted types of credit cards. These card icons will display in
                              the footer of your eStore.




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eStores NorthWest Web Administration                                  Chapter 2: Configure Your eStore




Edit Payment Methods

Click on the “Edit” pencil icon next to a payment method to edit its information
(confirmation message, etc.). For PayPal, you will be prompted to enter your PayPal
business account email address. For Online Credit Cards, you will be prompted to
enter your payment gateway account information. Enter the payment method
description, order confirmation message, and sort order. Click “Save Information.”




                                                                                Edit Payment Method



Field                             Description
Active Payment Method             Check this box to activate the payment method.
Verify Payment Gateway            This section will only show for Online Payment methods. Enter the
Information                       appropriate payment gateway account information into the provided
                                  fields.
Payment Method Description        This text will display next to the payment method choice during the
                                  checkout process.
Order Confirmation Message        The text will display on the receipt when a customer has ordered
                                  through this payment method.
Sort Order                        The order this payment method choice will display during the
                                  checkout process.




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eStores NorthWest Web Administration                          Chapter 2: Configure Your eStore




Payment Methods in the Checkout Process

                                                      Customers will be prompted to
                                                      choose their method of payment
                                                      when they checkout of your
                                                      eStore. The payment methods
                                                      that are activated will display as a
                                                      list of choices to your customers.
                                                      This list is sorted according to the
                                                      payment method’s Sort Order.
                                                      The Payment Method Descriptions
                                                      will show next to each payment
                                                      method choice.




              Choose Payment Method During Checkout



On the Checkout-Review page,
the chosen payment method
will display along will any
pertinent fields to collect
payment information.




                                                                Enter Payment Information



                                              After a customer has placed an order,
                                              he/she will see a receipt page. This page
                                              will display the payment method Order
                                              Confirmation Message and will show the
                                              payment type of the order.




 Order Confirmation Message on Receipt Page



Information Solutions by ISM Group, Inc.                                        Page 17 of 56
eStores NorthWest Web Administration                                   Chapter 2: Configure Your eStore




E. Shipping Options

Overview

    1. Choose Configuration >> Shipping Options from the Main or Left Menu
    2. Enter a shipping message, maximum box weight, surcharge and choose which
       type of shipping (UPS or Flat Rate) to include in your eStore
    3. Click “Save Information”

UPS shipping rates calculate orders by package weight. The Flat Rate option
calculates shipping rates by order total. To change the amount charged in the Flat
Rate table, click on the Edit pencil icon next to the Service Name.




                                                                    Shipping Options Administration



 Field                    Description
 Charge for Shipping      Check this box to include a shipping charge with each order.
 Shipping Message         This message shows above the shipping carrier options during checkout.
 Max Box Weight           The maximum weight allowed for a shipping package.
 UPS                      Choose the UPS option to automatically calculate shipping charge by package
                          weight. This is dependent upon the weight you save with each product. UPS
                          shipping amounts are already built into your eStore.
 Flat Rate                Choose the Flat Rate option to calculate shipping costs by order total. To
                          change the amount charged for Flat Rate, click the edit pencil icon.
 Surcharge Amount         If you would like to add a surcharge to the shipping amount, enter a value
                          and choose a type (percentage of shipping rate or flat dollar amount).




Information Solutions by ISM Group, Inc.                                                  Page 18 of 56
eStores NorthWest Web Administration                       Chapter 2: Configure Your eStore




Shipping Rates and Message

If you chose to activate the Charge For Shipping option, shipping choices will be
available to your customers during checkout. The saved Shipping Message will show
above the shipping options. Shipping rates for each option will appear to the right of
the Carrier/Service description.




                                                       Shipping Options During Checkout




Information Solutions by ISM Group, Inc.                                     Page 19 of 56
eStores NorthWest Web Administration                                  Chapter 2: Configure Your eStore




F. Handling Fees & Volume Discounts

Overview

Choose Configuration >> Handling Fees from the Main or Left Menu. You may charge
your customers a handling fee for orders totaling in a certain value range. You may
also give your customers a discount for ordering a certain value of merchandise. The
discounts and fees entered here apply to all customers and all products in your
eStore.




                                                     Handling Fee/Volume Discount Administration



 Field                    Description
 Amount                   Numeric amount of fee or discount.
 Amount Type              Amount Type can either be a percentage or flat dollar amount.
 From - To                Range of order total values to apply the fee or discount amount to.
 Description              Handling Fee Description shows under the handling fee on the Shopping Cart
                          page. Volume Discount Description shows in a message box on the Shopping
                          Cart page.




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eStores NorthWest Web Administration                            Chapter 2: Configure Your eStore




Fee and Discount Descriptions

The descriptions you entered for any Volume Discounts or Handling Fees will display
on the Shopping Cart page. The Volume Discount description should prompt users
with an order total goal so they will feel compelled to buy more merchandise. The
Handling Fee description should inform customers of the amount to order to avoid
the fee.




                          Handling Fee and Volume Discount Descriptions on Shopping Cart page




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eStores NorthWest Web Administration                                   Chapter 2: Configure Your eStore




G. Referrals

Overview

Referrals allow you to keep track of orders placed from outside parties who link to
your eStore.

    1. Choose Configuration >> Referrals from the Main or Left Menu
    2. To have a referral link to your store, enter their company name in the
       Referral Name field and click Save
    3. Direct the referral company to link to your eStore using the Referral Link that
       shows next to their name. When customers use this referral URL to link to
       your eStore, the corresponding referral name will be saved with all orders
       placed during that session.
    4. To delete a referral, click the corresponding Delete button.




                                                                              Referral Administration



 Field                       Description
 ID                          Identification number of the referral.
 Referral Name               Name of the referral company. This is the name that is saved with orders
                             placed through the referral.
 Referral Link               URL for the referral to use to link to your eStore.




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eStores NorthWest Web Administration                     Chapter 2: Configure Your eStore




Referrals in the Order Report

For orders placed through a Referral Link, the Referral Name will be saved with each
order. You may view the order’s referral in the Orders Report.




                                                        Order Report Showing Referrals




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eStores NorthWest Web Administration                                   Chapter 2: Configure Your eStore




H. Sales Taxes

Overview

Customers may be charged a sales tax depending on the billing state they enter at
checkout. You may enter the tax percentage rate for each state you would like to
charge.

Tax legislation rules that if your state of business has a sales tax, you can charge
sales tax to customers residing in your state of business. If your state of business
does not charge sales tax, you do not need to enter any tax values.

    1.   Choose a State
    2.   Enter a Tax Rate percentage
    3.   Click Save
    4.   To delete a tax amount, click Delete in the corresponding row




                                                                      State Sales Tax Administration



Field                      Description
State                      Customers whose billing state matches with the chosen state will be charged
                           the corresponding tax rate.
Sales Tax Rate             Numeric Sales Tax percentage value.




Information Solutions by ISM Group, Inc.                                                  Page 24 of 56
eStores NorthWest Web Administration                               Chapter 3: eStore Design




Chapter 3: eStore Design
With eStores NorthWest you have a great deal of control over the appearance of
your eStore. This includes your store colors, fonts, and banner graphic. The following
section explains how to modify the look & feel of your eStore.

A. Graphics

Banner Graphic

The banner graphic is displayed in the
header of your eStore pages.

Choose Look & Feel >> Style &
Graphics from the Main or Left Menu.
To change the Banner, click the
Browse button under the Banner field.
Choose      the   desired                                           Edit Header Graphics
image file from the list in
the pop-up window.

If the image file that you wish to use
is not in the list, click the Browse…
button to select a file from your                         Banner Graphic Administration
computer. Click Add to add the file to
the server. Wait for the confirmation message and choose the new file from the list.

The recommended maximum size for your banner is 700 pixels wide and 100 pixels
high. If you use an image that is any larger than this size, it will take up too much
room on the page and may cause the screen to scroll horizontally. Click Save
Information to save the new banner.

Upload Graphics

The Upload Graphics section shows a list of the
image files available for your eStore Banner or
Style Sheet. Choose Look & Feel >> Upload
Graphics from the Main or Left Menu.

You may upload graphics from your computer to
the server by clicking New in the bottom center
frame. Click the Browse… button to select a file
from your computer. Click Save in the bottom
right to add the file to the server. It will show in
the list in the left frame.                                                  Upload Graphics


To find an image in the list, enter all or part of the file name into the field marked
Search for an Image: and click Go. To view the details of a particular file, click on the
file name in the center frame. Its information will show in the right frame. To remove
a graphic from the list, click on the file name and select Delete in the bottom right.


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eStores NorthWest Web Administration                            Chapter 3: eStore Design




B. Style & Colors

Overview

In your eStore, you have full control of your Style Sheet (colors, fonts, and style).
You may choose from the list of pre-designed styles, or you may create your own
using your company colors.

Choose Look & Feel >> Style & Graphics from the Main or Left Menu. To change the
style sheet for your eStore, choose from the listed color schemes or click New to
create your own custom style. To preview or change the attributes of a Style Sheet,
choose the corresponding edit pencil. To remove a Style Sheet, click the
corresponding delete icon.




                                                           Choose eStore Style & Colors




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eStores NorthWest Web Administration                                     Chapter 3: eStore Design




Creating a New Style

Click New in the Style & Graphics page to
create a new style. A new window will pop-
up allowing you to enter a style sheet name
and choose main five colors. These colors
are usually 1) a main color (medium
shade/tint), 2) a shade of the main color
(darker version), 3) a tint of the main color
(lighter version), 4) a complementary color
(should standout from other three chosen
colors), and 5) a light or neutral color
(usually used as a background for alternating
text lines or the background of text boxes).




                                                                      New Style Sheet Window



                                               To select a color, click the Set Color button
                                               to open the color picker window. Choose a
                                               color from the grid of available colors. The
                                               chosen color will appear in the box marked
                                               Preview and the corresponding color code
                                               will show in the # field. If the color you want
                                               is not in the grid of available colors, you may
                                               enter the hexadecimal color code directly
                                               into the # field marked. This option is
                                               generally for experienced HTML users. Click
                                               OK to set the color, or Cancel to close the
                                               window.


                         Color Picker Window



Select your five main colors and click Save Information. This will automatically create
Style Sheet, applying the colors you choose to all items in the style sheet. Click Close
Window to close the window and return to the Style & Graphics page.




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eStores NorthWest Web Administration                                 Chapter 3: eStore Design




Editing a Style Sheet

Click the edit pencil in the Style & Graphics page to edit a particular style sheet. The
new window that pops-up will have three main sections: My Colors, Change Style
Sheet Items, and Preview.

The My Colors section shows the five main colors of the style sheet. To view and/or
change these colors, click Change My Colors. When you change one of these colors,
the newly chosen color will replace all occurrences of the old color in the style sheet.
Click Hide My Colors to hide this section.

The Change Style Sheet Items section contains a drop down list of all items in your
style sheet. To change the style of an item, select it from the list. All attributes of the
item will become visible. Example attributes include Background Color, Alignment,
Font Size, Font Color, and Font Style. Click Save to save changes.

The Preview section shows a sample of the Style Sheet applied to all style sheet
items. When a change is made to a style sheet item, the modification is reflected in
the Preview section. To view the most current changes, click Refresh Page.

Click Close Window to close the window and return to the Style & Graphics page.




                                                                   Edit Style Sheet Window




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eStores NorthWest Web Administration                               Chapter 3: eStore Design




C. Store Front

Overview

Your eStore Front Page is fully customizable. You may add text, pictures, and
featured or seasonal products to your Store Front. Choose Look & Feel >> Store
Front Page from the Main or Left Menu. The window will show three sections of the
Store Front: Left Column, Center Column, and Right Column.

To add a new item to a column, click the new icon under the column name.

To edit a Store Front item, click its corresponding edit pencil icon.

To delete an item from your Store Front, click the delete icon.




                                                                  Store Front Maintenance




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Center Column

To add a new item to the center column, click the new icon under the Center Column
title. A new window will pop-up. You may add four types of items to the Store Front
center column: Text, Title, List Item, or Image. You may also link any item to a URL
(web address). Click Save Information to save or Close Window to cancel and close
the window.




                                                                        Store Front Center Column Item


 Field           Description
 Text            Inserts item as a paragraph block of text. You may add HTML, but it is not required.
                 For HTML tips, click the “May use HTML” link.
 Title           Inserts item as a title. The title style will match the other page titles in your eStore.
 List            Inserts text as a bulleted list item.
 Image           Allows you to choose an image file. Click “Browse” to choose an image from the list of
                 available images.
 Link URL        Enter a URL (web address) to make the item a link.
 Sort Order      Specify the order to display the item in the center column (1 displays first).




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Side Columns

To add a new item to a side column, click the new icon under the Left or Right
Column title. A new window will pop-up. You may add two types of items to the
Store Front side columns: Image or Product Group.

To add an Image, choose the Image Only option.
Enter a Name for the item and click Browse to
select an image file. Select a Position (which side
column to place it in), and enter the Sort Order. If
at any time you would like to hide this image,
click the Do Not Display box. Click Save
Information to save or Close Window to cancel
and close the window.


                                                                      Store Front Side Column Image


                                        A Product Group is a group of featured
                                        products shown together in a table with a
                                        title, tagline, and/or an image. You may have
                                        multiple product groups in a side column and
                                        multiple products in a product group. To add
                                        a new product group, choose the Product
                                        Group option. Enter a Name, Title, Tagline,
                                        and/or choose an Image. Select a Position
                                        (which side column to place it in), and enter
 Store Front Side Column Product Group  the Sort Order. If at any time you would like
                                        to hide this group, click the Do Not Display
box. Click Save Information to save or Close Window to cancel and close the window.


 Field              Description
 Product Group      Creates a group that you can add featured products to.
 Image Only         Inserts item as a single image.
 Name               Item name is for admin purposes only. This text will not appear on your Store Front.
 Title              For Product Group only. Title text appears at the top of the product group block.
 Image              Allows you to choose an image file. Click “Browse” to choose an image from the list
                    of available images.
 Tagline            For Product Group only. Tagline text appears under the title of the product group.
 Link URL           For Image Only option. Enter a URL (web address) to make the image a link. Check
                    Open Link in New Window to open the link in a new window.
 Position           Allows you to place the item in the left or right column.
 Sort Order         Specify the order to display the item in the center column (1 displays first).
 Do Not Display     Check this box to temporarily hide the store front item.




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To add a product to a Product Group,
click the new icon above the desired
product group on the Store Front Page
Administration page. A new window will
pop-up listing all products (organized
by category) in your eStore. Click
on the product name you would
like to add. The selected product
will automatically be added to the
Product Group.




                                              Add Product to Product Group



The following screen shot is an example of a Store Front page with Center Column
Items and Product Groups.




                                                                      Store Front Page




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eStores NorthWest Web Administration                            Chapter 4: Manage Products & Categories




Chapter 4: Manage Products & Categories
One of your tasks in setting up your eStore is to add products and categories. This
will constitute most of the pages in your store. The following chapter explains how to
add and maintain your products and categories.

A. Categories

The products in your eStore must be
grouped into categories. Categories may
have one or no parent category and an
unlimited number of subcategories. The
category maintenance section has two
portions: the existing category list and the
edit form.

Category Maintenance

Choose Inventory >> Category Maint from
the Main or Left Menu. To add a new category,
click New from the bottom left menu. Fill in
the fields on the edit form and click Save in
the bottom menu. To edit an existing
category, click on the edit pencil next to the
desired category name from the category list.
The edit form will populate with the selected
category’s values. Make your changes and
click Save in the bottom menu. To delete a               Category Maintenance
category, click on the edit pencil next to the
category name and select Delete from the bottom menu. Note: if a category has
products or subcategories, you must delete those first.

 Field                   Description
 Parent Category         To make the category appear in the top main menu, do not choose a parent
                         category. Otherwise, choose a parent category and the category will show as a
                         list item on its parent category page.
 Category Name           The name (title) of the category.
 Category Tool Tip       This is for a longer version of the category name. This text will appear when a
                         customer hovers over the category name in the menu.
 Description             Inserts a block of text below the category name. You may add HTML, but it is
                         not required. For HTML tips, click the “May use HTML” link.
 Sub Category List       Choose how you would like to show the category’s subcategories. You may list
 Type                    them vertically, horizontally, pictures only, or in a bulleted list.
 Product List Type       Choose how you would like to show the category’s products. You may list
                         them vertically, horizontally, pictures only, or in a condensed list.
 Category Order          Specify the sort order to display the category (1 displays first).
 Category Thumbnail      Small image file for the category. This picture will show on its parent category
 Picture                 page. Click “Browse” to choose an image from the list of available images.
 Category Picture        Large image file for the category. This picture will show on the category page.
                         Click “Browse” to choose an image from the list of available images.
 Category URL            Use this field if you would like the category name to be a link to an external
                         page. The link will pop-up in a new window.




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Category Feature Maintenance

A Category may have a list of features associated with it. Features appear as a
bulleted list on the category page. On the Category Maintenance page, choose
Features next to the desired category to edit its features. The Category Feature
Maintenance section is setup very similarly to the Category Maintenance section: the
list of existing features shows on the left and the edit form is on the right.

To add a new feature, click New from the bottom left menu. Fill in the fields on the
right side and click Save in the bottom right. To edit an existing feature, click on the
desired feature name from the list to the left. The right edit form will populate with
the selected feature’s values. Make your changes and click Save in the bottom right.
To delete a feature, click on a feature name and select Delete from the bottom right.




                                                                        Category Feature Maintenance



 Field                   Description
 Feature Name            The name of the feature. This text is for admin purposes only; it will not
                         appear on the category page.
 Feature Text            The feature’s text will display on the category page as a list item.
 Sort Order              The sort order to display the feature (1 displays first).




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Category Page

The following screen shot is an example of a category page with features and
products shown in horizontal display.




                                                                          Category Page




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eStores NorthWest Web Administration                             Chapter 4: Manage Products & Categories




B. Products

Product Maintenance

Choose Inventory >> Product Maint
from the Main or Left Menu

To add a new product, click New
from the bottom menu. Fill in the
fields on the edit form and click Save
in the bottom menu.

To edit an existing product, click
on the edit pencil next to a product
name in the list (categories are
shown in italic). The edit form will
populate with the selected product’s
values. Make your changes and click Save
                                                                                 Product Maintenance
in the bottom menu.

To make a copy of a product, click the copy icon next to a product name in the
list. Change any product information on the edit form and click Save in the bottom
menu.

To delete a product, click on the edit pencil next to a product name and select
Delete from the bottom menu.

 Field                       Description
 Category                    Select which category to place the product in.
 Product Number              The identifying number of the product.
 Product Name                The name (title) of the product.
 Price                       Price of the product in dollars.
 Price Unit                  Unit of the product price (each, per dozen, etc.).
 Short Description           A summarized description of the product. Appears on the product list
                             (category) page and below the product name on the product page.
 Long Description            Inserts a large block of text on the product detail page. You may add
                             HTML, but it is not required. For HTML tips, click the “May use HTML” link.
 Shipping Weight             The weight (in whole pounds) of the packaged product. This is used to
                             calculate shipping costs.
 Availability                Enter text here to indicate the availability of the product (out of stock,
                             back ordered, limited time offer, etc.). This text will display on the Product
                             page.
 Search Keywords             Keywords are used for product searching. Separate keywords with
                             commas.
 Product Picture             Large image file for the product. This picture will show on the product
                             page. Click “Browse” to choose an image from the list of available images.
 Product Picture             Small image file for the product. This picture will show on the product list
 Thumbnail                   (category) page. Click “Browse” to choose an image from the list of
                             available images.
 Sort Order                  The sort order to display the product (1 displays first).
 Active Product              Uncheck the box to temporarily hide this product in your store.
 Warehouse Name/ID           Name or identifier for this product's warehouse location. This value is used
                             in the Business Works Export Utility (see Tools >> Export Utility).
 Sales Account Number        Accounting software sales account number for this product. This value is
                             used in the Business Works Export Utility (see Tools >> Export Utility).




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Product Feature Maintenance

A product may have a list of features associated with it. Features appear as a
bulleted list on the product page. On the Product Maintenance page, click Features
next to the desired product. The list of existing features shows on the left and the
edit form is on the right.

To add a new feature, click New from the bottom left menu. Fill in the fields on the
right side and click Save in the bottom right.

To edit an existing feature, click Edit next to the desired feature from the list to
the left. The right edit form will populate with the selected feature’s values. Make
your changes and click Save in the bottom right.

To delete a feature, click on a feature name and select Delete from the bottom
right.




                                                                         Product Feature Maintenance



 Field                   Description
 Short Description       The short description appears as a bulleted item on the product page.
 Long Description        The long description appears below the short description list item. You may
                         add HTML, but it is not required. For HTML tips, click the “May use HTML” link.
 Sort Order              Specify the order to display the feature (1 displays first).




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Product Page

The following screen shot is an example of a product page with a list of features and
product options (discussed below).




                                                                            Product Page




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eStores NorthWest Web Administration                           Chapter 4: Manage Products & Categories




C. Product Options

Overview

Product options are extra choices that you can give to your customers when they
order a product. When you add options to a product, a list of the options shows on
the product page. Examples: color, size, style, etc. Product options can also change
the price of the product.


Product Option Administration

Before linking options to a product, you must first add the options to your eStore.
Choose Inventory >> Product Options from the Main or Left Menu. The Product
Option Administration page will
show you a list of all the options in
your eStore. These options are
organized into option groups.

To display options by a certain
group, choose a group from the
Filter by Group drop down menu.

To add a new option, use the top
empty form line marked New. Click
Save to add the option.

To edit an existing option, modify
the desired fields and click Save in
the corresponding line.
                                                                           Product Option Maintenance
To delete an option, click Delete in the desired line. This will also delete all links
from the option to any products.




 Field               Description
 Option Group        Product options are organized into option groups. The option group text will
                     display next to the list of options on the product page.
 Group Order         Sort order for the option group (1 displays first).
 Style of Group      This list of choices allows you to display option groups in various different ways.
 Display             Drop Down Menu, Single Select Box, and Radio Buttons allow customers to choose
                     only one option. Multiple Select Box and Checkboxes allow customers to select
                     multiple options
 Option Name         The option name will appear in the drop down list of options on the product page.
 Sort Order          Specify the order to display the option in the group (1 displays first).
 Add to Cost of      Enter a price value if you would like the option to add to the cost of the product.
 Product




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Link Options to Products

To make a list of options appear for a product,
you must link the desired options to the
product. Choose Inventory >> Product Maint
from the Main or Left Menu. Click on Product
Options next to the desired product in the list.
A window will pop-up displaying all options
organized by groups. Check the boxes next to
the options you want to link to the product.
Click Save to save your choices or Cancel to
cancel and close the window.




                                                                  Choose Product Options

The options you choose for a product will show on the product page.




                                             Product Options on Product Page




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D. Images

Choose Inventory >> Upload Images from the Main or Left Menu. The Upload
Images section shows a list of the image files available for your eStore products and
categories.

You may upload images from your computer to the server by clicking New in the
bottom center frame. Click Browse… to select a file from your computer. Click Save
in the bottom right to add the file to the server. It will show in the list in the left
frame.

To find an image in the list, enter all or part of the file name into the field marked
Search for an Image: and click Go.

To view the details of a particular file, click on the file name in the center frame.
Its information will show in the right frame.

To remove an image from the list, click on the file name and select Delete in the
bottom right.

To automatically create thumbnails of your product and category images, click
the Create Thumbnails button in the center frame. This will generate a small version
of every .jpg and .bmp file in the list (.gif files are not affected).




                                                                   Upload Images Section




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eStores NorthWest Web Administration                             Chapter 5: Manage Customers & Users




Chapter 5: Manage Customers & Users
You have full control over who has access to your eStore Administration site and who
is registered with your eStore. The following chapter explains the information saved
with each administrative user and eStore customer.

A. Customers
Customers include individuals who register a username and password with your
eStore to save address information during the checkout process and those who order
products from your eStore. These customers can later return to your eStore to login
and view past orders or view their quotes (saved shopping carts).

Customer Maintenance

 Choose Users >> Customer Maint from
the Main or Left Menu.

To add a new customer, click New in
the bottom center menu and fill in the
information in the right frame. Click
Save to add the new customer to your
eStore.

To modify a customer, click the edit
pencil in the corresponding line in the
center frame. This will populate the
fields in the right frame with the chosen
customer’s information. Make pertinent
                                                                              Customer Maintenance
changes and click Save.

To delete a customer, click the edit pencil in the corresponding line in the center
frame and choose Delete from the bottom right menu.


 Field                              Description
 Customer Number                    This field allows you to store an id or number with each customer.
 First Name, Last Name              First and last name of the customer.
 User Name                          The customer’s user name; used along with his/her password to
                                    login to your eStore. Chosen during registration.
 Password, Re-Enter Password        The customer’s password; used along with his/her user name to
                                    login to your eStore. Chosen during registration.
 Company, Phone, Fax, Email         Customer’s contact information.
 Contact Name                       Additional contact name of customer.
 Customer Discount                  If you have customer discounts setup in your eStore, choose a
                                    discount from the drop down list.
 Billing Address, Billing           Billing address information. This information is also saved with
 Address 2, Billing City, Billing   each order placed by the customer.
 State, Billing Zip
 Ship To First Name, Ship To        Shipping address information. This information is also saved with
 Last Name, Shipping Address,       each order placed by the customer.
 Shipping Address 2, Shipping
 City, Shipping State, Shipping
 Zip



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Customer Discounts

You may assign discount types to your customers (one per customer). Customer
discounts apply to all items in the associated customer's orders (before shipping and
taxes). Customers must log in to receive their discounts.

Choose Users >> Customer Discounts from the Main or Left menu.

To add a new discount type to the list, click Edit Discount Types. A window will
pop-up and allow you to add, edit, and delete discount types. Click Close Window
when you are finished editing.

To link a discount to a customer, choose the customer from the drop down list
and choose a discount type. Click Save to add the customer discount.

To remove a customer discount, select the blank entry in the Discount Type drop
down list in the corresponding row. Click Save.




                                                        Customer Discount Maintenance




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Customer Registration

When customers visit your eStore, they may register a user name and password to
save billing and shipping address information. This makes the checkout process go
faster for returning customers. They may also return to your eStore and login to
view the status of past orders or to view their quotes (saved shopping carts).




                                                       Customer Login and Registration




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eStores NorthWest Web Administration                               Chapter 5: Manage Customers & Users




B. Users

Users are individuals who have access to your eStore Web Administration site. Each
user has a username and password for login authentication. Admin users have full
access to the web administration. Non-admin users only have access to the Orders
and Tools menus.

Choose Users >> Admin Users Maint from the Main or Left Menu.

To add a new user,
click New in the bottom
center menu and fill in
the information in the
right frame. Click Save
to add the new user.

To modify a user’s
information, click on
the corresponding edit
pencil in the center
frame. This will
populate the fields in
the right frame with the
chosen user’s
information. Make
pertinent changes and
click Save.
                                                                    Administrative User Maintenance
To delete a user, click
on his/her corresponding edit pencil in the center frame and choose Delete from the
bottom right menu.


 Field                                 Description
 Login ID                              The user’s login id or username - used along with his/her
                                       password to login to your eStore Administration site.
 Password, Re-Enter Password           The user’s password - used along with his/her login id to login to
                                       your eStore Administration site.
 First Name, Last Name, Middle         Name fields for the user.
 Initial
 Title                                 Job title of user.
 Organization                          The user’s employer or organization.
 Email                                 Email address of the user.
 Active                                Check this box to allow the user into your eStore Administration
                                       site. Un-check the box to deactivate the user.
 Admin User                            Check this box to allow the user full access to your eStore
                                       Administration site. Non-admin users can only access the Orders
                                       and Tools menus.




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Chapter 6: Maintain & Process Orders
The final process in the ongoing maintenance of your eStore is the management of
online orders. This chapter explains how to maintain, view, process, and download
your online orders.

A. Order Maintenance

The Order Maintenance section allows you to manually add and modify online orders
placed in your eStore.

Order Administration

Choose Orders >> Orders Maint from the Main or
Left menu. To add a new order, click New in the
bottom menu and fill in the information in the edit
form. Click Save to add the new order. To modify
an order, click the edit pencil next to the order
#. This will populate the fields in the edit form
with the order information. Make pertinent
changes and click Save. To delete an order, click
the edit pencil next to the order # and choose
Delete from the bottom menu.                                                      Order Maintenance


 Field                            Description
 Order Number                     The order number is automatically generated when the order is
                                  placed in your eStore. This number must be unique.
 Customer                         The customer this order is linked to.
 Customer PO #                    Shows the customer’s purchase order number if the customer
                                  ordered by Purchase Order.
 Order Date                       Date and time order was placed.
 Gratuity, Customer               Fees and discounts calculated when the order was placed.
 Discount, Handling Fee,
 Volume Discount, Sales Tax
 Order Total                      Total cost of order; includes shipping and any additional fees and
                                  taxes.
 Order Status                     Choose from the Order Status list. This will display on the Find My
                                  Order page.
 Purchase Type                    Payment type of the order (Check, Credit Card, PayPal, etc.).
 Authorization #                  This is automatically generated for online credit card purchases by
                                  the payment gateway. This will show on the Find My Order page.
 Batch Number                     Batch number of the order. This number is assigned in the Batch
                                  Orders section.
 Special Requests                 Requests and comments entered by the customer during checkout.
 Date Shipped                     You may enter the date the order was shipped (MM/DD/YYYY). This
                                  will show on the Find My Order page.
 Shipping Carrier                 The shipping method the customer chose during checkout (UPS
                                  Standard Ground, 2nd Day Air, etc.).
 Shipping Rate                    The dollar amount charged for shipping.
 Tracking Number                  You may enter a tracking number for the package. This will show on
                                  the Find My Order page.
 Shipping First Name…             Shipping address information entered by the customer.
 …Shipping Email
 Billing Address…                 Billing address information entered by the customer.
 …Billing Email




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Order Detail Administration

Choose Orders >> Orders Maint from the Main or Left menu. Click Details in the
corresponding line to edit an order’s details (items).

To add a new order detail, click New in the bottom center menu and fill in the
information in the right frame. Click Save to add the new order detail.

Click on Product Name in the center frame to modify the item’s information. This
will populate the fields in the right frame with the chosen item/product information.
Make pertinent changes and click Save.

To delete an item, click on the Product Name in the center frame and choose
Delete from the bottom right menu.

To recalculate the order total, click Recalculate Order Total.




                                                                           Order Detail Administration



 Field                   Description
 Product                 The drop down list contains all products in your eStore.
 Quantity                The number of items purchased for the product.
 Product Options         These fields will vary according to the product options in your eStore.




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B. New Order Alert Page

Choose Orders >> New Orders Alert from the Main or Left menu. This page
automatically refreshes to show the up-to-the-minute new orders in your eStore.
Orders are displayed in summary view and have a flashing New Order icon to catch
the user’s attention.

To change the frequency that the page refreshes, enter a new value in the
Refresh Page every __ seconds box, and click Set.

To show orders with status other than New, click the checkbox next to the
corresponding order status in the upper right corner.

To change an order’s status, choose from the Status drop down box in the
corresponding row.

To view an order’s report, click the report icon in the corresponding row.




                                                                 New Orders Alert Page




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eStores NorthWest Web Administration                 Chapter 6: Maintain & Process Orders




C. Batch Orders

The Batch Orders section allows you to keep track of the newest orders by assigning
a batch number to the new group of orders. You may also download the batch as a
text file or database onto your computer.

Choose Orders >> Batch Orders from the Main or Left menu. This page shows you
the number of new orders (orders with no batch number) and allows you to batch
the new orders.

To batch the newest orders (assign them a batch number), click Batch New
Orders. This will assign all un-batched orders the new batch number shown on the
screen. Batch numbers are generated according to the date of processing and the
count of batches performed on this date (YYMMDD##).

To download the batch file onto your computer, choose a file type and click Go to
Download Page. Select Download File and save the file onto your computer.




                                                                   Batch Online Orders




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D. Ship Orders

Overview

The Ship Orders section shows a list of orders that have no shipping date. It allows
you to give an order a shipping date and tracking number after you have physically
shipped the order. This shipping information will be available to the customer on the
Find My Order page in your eStore.

Ship Orders Maintenance

Choose Orders >> Ship Orders from the Main or Left menu. Check the box under
Ship next to the orders you want to assign a ship date to. To select all the orders in
the list, check the box under Select All in the top line. To enter a shipping date, type
a date (MM/DD/YYYY) in the box under Ship Date. To select a date from a calendar,
click the calendar icon. Choose a day from the pop-up calendar window. To assign
the same date to all the orders in the list, enter a date and check the box marked
Select Date for All. Enter tracking numbers (if any) for the selected orders and click
Save Information to mark them as shipped.

To view the report for an order, click the report icon next to the corresponding order
number.




                                                                          Ship Orders Page




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Shipping Information on Find My Order Page

When you have entered a shipping date for an order, the shipping information will
show on the Find My Order page in your eStore.




                                                    Shipping Info on Find My Order Page




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eStores NorthWest Web Administration                               Chapter 6: Maintain & Process Orders




E. Order Report

The Online Order Report section allows you to build and print reports with
customized order information. You can print multiple or single orders based on your
search criteria. The Order Report allows you to select search criteria, pick what to
show for each order, and choose where to insert page breaks for printing.

Choose Orders >> Orders Report from the Main or Left menu. To build an order
report, choose your search criteria, pick the features to show, choose where to insert
page breaks, and click Generate Report.




                                                                               Order Report Generator



 Field                     Description
 Order Number              Enter a single order number to view the details for that order.
 Order Status              Choose a status from the list to show orders with that status.
 Start Date, End Date      Select a start and/or end date to display orders placed between those dates.
 Customer                  Choose a customer from the list to display all of his/her orders.
 Referred By               Choose a referral from the list to display all orders referred by them.
 Shipped Orders            You may choose to show all orders, only shipped orders, or only un-shipped
                           orders.
 Order Type                Choose whether to show orders or quotes (saved shopping carts).
 Batched Orders            You may choose to show all orders, only batched orders, or only un-batched
                           orders.
 Batch #                   Enter a batch number to display the orders in a single batch.




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A second window will pop-up containing a list of orders based on your selection
criteria. To print the report, click Print in the upper right corner. To close the
report, click Close Window in the upper right corner.




                                                                           Order Report




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F. Quotes Administration

Choose Orders >> Quotes Admin from the Main or Left menu. This page allows you
to view and delete the saved shopping carts in your eStore.

To view a quote, click the report icon next to the corresponding Quote #.

To delete a quote, click Delete in the corresponding row.

To delete all old quotes, click Delete All Quotes Over 30 Days Old.




                                                                  Quotes Administration




Information Solutions by ISM Group, Inc.                                    Page 54 of 56
eStores NorthWest Web Administration                                                                       Appendix A: List of Figures




Appendix A: List of Figures
Chapter 1: Your Web Administration Site
Administration Main Menu ............................................................................................................... 6

Chapter 2: Configure Your eStore
Company Information Administration ............................................................................................... 7
Meta Tag Administration ................................................................................................................. 8
eStore Settings .............................................................................................................................. 9
Find My Order Login or Order Search .............................................................................................. 10
List of Past Orders for a User ......................................................................................................... 10
Find My Order Detail Page ............................................................................................................. 10
Saved Shopping Cart .................................................................................................................... 11
List of Saved Shopping Carts ......................................................................................................... 11
Special Requests and Gratuity on Shopping Cart page ...................................................................... 12
Special Requests and Gratuity on Checkout-Review page .................................................................. 12
User Defined Fields and Greeting Message ...................................................................................... 13
Activate/Deactivate Payment Methods ............................................................................................ 15
Edit Payment Method.................................................................................................................... 16
Choose Payment Method During Checkout ...................................................................................... 17
Enter Payment Information ........................................................................................................... 17
Order Confirmation Message on Receipt Page .................................................................................. 17
Shipping Options Administration .................................................................................................... 18
Shipping Options During Checkout ................................................................................................. 19
Handling Fee/Volume Discount Administration ................................................................................. 20
Handling Fee and Volume Discount Descriptions on Shopping Cart page ............................................. 21
Referral Administration ................................................................................................................. 22
Order Report Showing Referrals ..................................................................................................... 23
State Sales Tax Administration ...................................................................................................... 24

Chapter 3: eStore Design
Choose eStore Style & Colors ........................................................................................................ 26
New Style Sheet Window .............................................................................................................. 27
Color Picker Window ..................................................................................................................... 27
Edit Style Sheet Window ............................................................................................................... 28
Store Front Maintenance ............................................................................................................... 29
Store Front Center Column Item .................................................................................................... 30
Store Front Page .......................................................................................................................... 32

Chapter 4: Manage Products & Categories
Category Feature Maintenance....................................................................................................... 34
Category Page ............................................................................................................................. 35
Product Feature Maintenance......................................................................................................... 37
Product Page ............................................................................................................................... 38
Choose Product Options ................................................................................................................ 40
Product Options on Product Page ................................................................................................... 40
Upload Images Section ................................................................................................................. 41

Chapter 5: Manage Customers & Users
Customer Discount Maintenance .................................................................................................... 43
Customer Login and Registration ................................................................................................... 44

Chapter 6: Maintain & Process Orders
Order Detail Administration ........................................................................................................... 47
New Orders Alert Page.................................................................................................................. 48
Batch Online Orders ..................................................................................................................... 49
Ship Orders Page ......................................................................................................................... 50
Shipping Info on Find My Order Page .............................................................................................. 51
Order Report Generator ................................................................................................................ 52
Order Report ............................................................................................................................... 53
Quotes Administration .................................................................................................................. 54




Information Solutions by ISM Group, Inc.                                                                                     Page 55 of 56
eStores NorthWest Web Administration                      Appendix B: Glossary of Terms




Appendix B: Glossary of Terms

Batch
   A group of orders sharing a unique number. This “batch” number is based on the
   date the batch was saved. It has the following format: YYMMDD##.

Browser
   The software used to view web pages. A browser is the window websites are
   viewed in.

Checkout
   The steps taken to purchase products online. The Checkout Process includes
   entering address information, choosing a shipping method, choosing a payment
   method, and purchasing the items in a shopping cart.

Download
  To copy a file from a website to your computer.

Merchant Account
  The bank where you have an Internet business account. The account with your
  merchant bank is where online credit card payments are deposited.

Payment Gateway
   The intermediate party connecting your eStore to your merchant bank. A
   payment gateway accepts credit card information, authorizes or declines it, and
   tells the credit card company (Visa, MasterCard, American Express, Discover) to
   transfer the money to the merchant’s bank account.

Thumbnail
   A smaller version of an image. Thumbnail images for your eStore products and
   categories should be no larger than 100 X 100 pixels.

Upload
   To copy a file from your computer to a website.

URL (Universal Resource Locator)
  The web address of a website. This address is used to point to a website.
  Example: eStores NorthWest’s URL is www.estoresnw.com.




Information Solutions by ISM Group, Inc.                                  Page 56 of 56

				
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