e-Store Solutions Stack User Guide
Transcription
e-Store Solutions Stack User Guide
e-Store Solutions Stack User Guide Version 3.0 October, 2008 eStore Solution Stack™ Version 3.0 Users Guide Copyright Copyright © 2008 Nodus Technologies, Inc. All rights reserved. Your right to copy this documentation is limited by copyright law and the terms of the software license agreement. As the software licensee, you may make a reasonable number of copies or printouts for your own use. Making unauthorized copies, adaptations, compilations, or derivative works for commercial distribution is prohibited and constitutes a punishable violation of the law. Trademarks Nodus eStore Solution Stack, Scheduled Payments, ePay Advantage, Credit Card Advantage, eStore Advantage, and Retail Advantage are either registered trademarks or trademarks of Nodus Technologies, Inc. in the United States. The names of actual companies and products mentioned herein may be trademarks or registered marks - in the United States and/or other countries - of their respective owners. The names of companies, products, people, and/or data used in window illustrations and sample output are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted. Warranty disclaimer Nodus Technologies, Inc. disclaims any warranty regarding the sample code contained in this documentation, including the warranties of merchantability and fitness for a particular purpose. Limitation of liability The content of this manual is furnished for informational use only, is subject to change without notice, and should not be construed as a commitment by Nodus Technologies, Inc. Nodus Technologies, Inc. assumes no responsibility or liability for any errors or inaccuracies that may appear in this manual. Neither Nodus Technologies, Inc. nor anyone else who has been involved in the creation, production or delivery of this documentation shall be liable for any indirect, incidental, special, exemplary or consequential damages, including but not limited to any loss of anticipated profit or benefits, resulting from the use of this documentation or sample code. License agreement Use of this product is covered by a license agreement provided with the software product. If you have any questions, please call the Nodus Technologies Support at 909-482-4701 2 eStore Solution Stack™ Version 3.0 Users Guide Table of Contents 1. Introduction ................................................................................................ 9 1.1. User Roles in this Guide – Where to Find Information ................................................ 9 1.2. What’s in This Manual? ........................................................................................ 10 1.3. New Features in eSSS 3.0 ..................................................................................... 10 1.4. Terms and Conventions ........................................................................................ 12 1.5. Additional Resources ........................................................................................... 13 2. Pre-Installation Checklist ........................................................................... 14 2.1. Technical Requirements ....................................................................................... 14 2.1.1. Great Plains Server ................................................................................................ 14 2.1.2. SQL Server – Back Office......................................................................................... 14 2.1.3. Application Server – Back Office ............................................................................. 14 2.1.4. Web Server – Front Office ...................................................................................... 15 2.1.5. User Account Requirements ................................................................................... 15 2.2. System Requirements .......................................................................................... 16 2.2.1. Standard Server Configuration ............................................................................... 17 2.2.2. Single Server Configuration .................................................................................... 18 2.2.3. Back Office Install: GP Separate From Application Server ........................................ 18 2.2.4. Back Office Install: Application Server Separate from GP Server .............................. 19 2.2.5. Front Office Installation – Web Server .................................................................... 20 2.2.6. Single Server Installation: - Light Transaction Volume ............................................. 21 3. Nodus Software Installation Instructions ................................................... 22 3.1. eConnect Runtime for Microsoft Dynamics GP ..................................................... 22 3.1.1. Installation ............................................................................................................ 22 3.1.2. Install eConnect Runtime for Microsoft Dynamics GP 9.0......................................... 22 3.1.3. Install eConnect Runtime for Microsoft Dynamics 10.0 ............................................ 22 3.1.4. Configuration ........................................................................................................ 22 3.1.4.1. Create an eConnect User on the local machine .............................................................23 3.1.4.2. Create SQL Server Log-in - Grant DYNGRP Permissions .................................................23 3.1.4.3. Check eConnect COM+ Object in Component Services ..................................................24 3.1.5. Security Configuration for eConnect on SQL Server .................................................. 24 3.2. Credit Card Advantage ......................................................................................... 25 3.3. Credit Card Encryption ......................................................................................... 25 3 eStore Solution Stack™ Version 3.0 Users Guide 3.4. eStore Advantage Installer ................................................................................... 25 3.4.1. Back Office Deployment ......................................................................................... 25 3.4.2. Front Office Deployment ........................................................................................ 26 3.4.3. Single Server Deployment ...................................................................................... 26 3.5. eStore Advantage Post Installation Checklist ........................................................ 27 3.5.1. Front Office ........................................................................................................... 27 3.5.1.1. Create Setup ID: Front Office .........................................................................................27 3.5.2. Back Office ............................................................................................................ 31 3.5.2.1. Create Setup ID: Back Office ...........................................................................................31 3.5.3. Existing Installation ............................................................................................... 32 3.5.4. Config Data Adapter: Back Office/Single Server, MS Dyn GP 10 Only .............................. 32 3.5.5. Perm for TransactService 2.0 (MS Dyn GP 10.0 Install Only) ..................................... 33 3.6. eStore Solution Stack Installer .............................................................................. 33 3.6.1. eStore Solution Stack Site Manager ........................................................................ 34 3.6.2. eStore Solution Stack Migration ............................................................................. 35 3.7. Nodus Software Uninstall Instructions.................................................................. 36 3.8. Nodus Synchronizer Set-up .................................................................................. 37 3.8.1. Configuring the Nodus Synchronizer for eSSS 3.0 ..................................................... 37 3.8.1.1. Connection Setup ...........................................................................................................39 3.8.1.2. Database Setup ...............................................................................................................40 3.8.1.3. SynchClass Setup ............................................................................................................40 3.8.1.4. Store Setup .....................................................................................................................41 3.8.2. Nodus Synchronizer General Information ................................................................ 43 3.8.2.1. Viewing Errors ................................................................................................................43 3.8.2.2. Updating Inventory Deletions ........................................................................................43 3.8.3. Using the Nodus Synchronizer for Troubleshooting ................................................. 44 4. Administration Areas ................................................................................ 45 4.1. Home................................................................................................................... 45 4.1.1. Home Page ............................................................................................................ 45 4.1.2. To Do/Alerts .......................................................................................................... 46 4.1.3. Resources .............................................................................................................. 46 4.1.3.1. Getting Started Checklist ................................................................................................46 4.1.3.2. Change Admin User Name and Password from Default .................................................47 4.1.3.3. Set-up Contact Information ............................................................................................48 4.1.3.4. Upload Logo ....................................................................................................................49 4.1.3.5. Select a Theme ...............................................................................................................49 4.1.3.6. Set-up Home Page ..........................................................................................................50 4.1.3.7. Turn on SSL .....................................................................................................................51 4.1.3.8. Setup Payment Methods ................................................................................................52 4.1.3.8.1. Credit Card and eCheck Processing:..............................................................52 4 eStore Solution Stack™ Version 3.0 Users Guide 4.1.3.8.2. PayPal Express Checkout via Payflow Pro.....................................................53 4.1.3.8.3. Purchase Orders............................................................................................54 4.1.3.8.4. Telephone Payments ....................................................................................55 4.1.3.8.5. Fax Payments................................................................................................55 4.1.3.8.6. E-Mail Payments ...........................................................................................55 4.1.3.8.7. Check by Mail Payments ...............................................................................56 4.1.3.8.8. Payment on Account .....................................................................................57 4.1.3.9. Setup Shipping Methods ................................................................................................58 4.1.3.10. Add Categories .............................................................................................................59 4.1.3.11. Add Products ................................................................................................................60 4.1.3.11.1. Extended Great Plains/Myridas Pricing ......................................................60 4.1.3.11.2. Import and Edit Products ............................................................................61 4.1.3.11.3. Edit Products ...............................................................................................62 4.1.3.11.4. Item Ranking...............................................................................................63 4.1.3.12. Policies ..........................................................................................................................64 4.1.3.13. Setup Meta Tags ...........................................................................................................64 4.1.3.14. Additional Settings .......................................................................................................64 4.1.3.14.1. Changing System-Generated Messages .....................................................64 4.2. Catalog ................................................................................................................ 65 4.2.1. Categories ............................................................................................................. 66 4.2.1.1. Add a New Parent Group ................................................................................................68 4.2.1.2. Edit a Category ...............................................................................................................68 4.2.1.3. Delete Category ..............................................................................................................68 4.2.1.4. Add Sub-Categories ........................................................................................................68 4.2.1.5. Additional Level of Sub-Category ...................................................................................69 4.2.1.6. Edit Category ..................................................................................................................70 4.2.2. Products ................................................................................................................ 73 4.2.2.1. Edit Products ..................................................................................................................75 4.2.2.2. General Information .......................................................................................................76 4.2.2.2.1. Active ............................................................................................................76 4.2.2.2.2. Hide From Users ...........................................................................................76 4.2.2.2.3. Name ............................................................................................................76 4.2.2.2.4. Site Cost ........................................................................................................76 4.2.2.2.5. List Price ........................................................................................................77 4.2.2.2.6. Site Price .......................................................................................................77 4.2.2.2.7. Product Type .................................................................................................77 4.2.2.2.8. Short Description ..........................................................................................77 4.2.2.2.9. Long Description ...........................................................................................77 4.2.2.2.10. Other Properties .........................................................................................77 4.2.2.3. Customer Choices ...........................................................................................................81 4.2.2.4. Product Images ...............................................................................................................83 4.2.2.5. Related Items ..................................................................................................................85 4.2.2.6. Product Categories .........................................................................................................86 4.2.2.7. Product Inventory ...........................................................................................................87 4.2.2.8. File Downloads ...............................................................................................................88 5 eStore Solution Stack™ Version 3.0 Users Guide 4.2.2.9. Customer Reviews ..........................................................................................................89 4.2.2.10. Volume Discounts .........................................................................................................90 4.2.3. Shared Choices....................................................................................................... 91 4.2.4. Sales...................................................................................................................... 93 4.2.4.1. Store Wide Sale ..............................................................................................................93 4.2.4.2. Sale by Product ...............................................................................................................93 4.2.5. Discounts ............................................................................................................... 94 4.2.5.1. Trade Discount................................................................................................................94 4.2.5.2. Order Total .....................................................................................................................94 4.2.5.3. Product(s) .......................................................................................................................95 4.2.5.4. Shipping Method ............................................................................................................96 4.2.6. Product Types ........................................................................................................ 97 4.2.7. Type Properties...................................................................................................... 99 4.2.7.1. Text .................................................................................................................................99 4.2.7.2. Multiple Choice...............................................................................................................99 4.2.7.3. Currency .......................................................................................................................100 4.2.7.4. Date ..............................................................................................................................100 4.2.8. Manage Files ....................................................................................................... 103 4.2.9. Quick Order Product Suggestions ......................................................................... 103 4.2.9.1. Admin Settings..............................................................................................................103 4.2.9.2. Quick Order Entry Web Page Store ..............................................................................105 4.3. People ............................................................................................................... 106 4.3.1. Users ................................................................................................................... 106 4.3.2. Manufacturers ..................................................................................................... 108 4.3.3. Vendors ............................................................................................................... 109 4.3.4. Affiliates .............................................................................................................. 110 4.3.5. Mailing Lists ........................................................................................................ 112 4.4. Content ............................................................................................................. 114 4.4.1. Home Page Content ............................................................................................. 114 4.4.1.1. Category Grid ................................................................................................................116 4.4.1.2. Category Lists ...............................................................................................................118 4.4.1.2.1. Category List 2 ............................................................................................118 4.4.1.2.2. Category Rotator ........................................................................................118 4.4.1.2.3. Category Rotator Live .................................................................................120 4.4.1.2.4. HTML Rotator .............................................................................................120 4.4.1.2.5. Mailing List Signup .....................................................................................123 4.4.1.2.6. Product Grid ................................................................................................123 4.4.1.2.7. Product Rotator ..........................................................................................125 4.4.1.2.8. Search Box ..................................................................................................127 4.4.1.3. Category Page ...............................................................................................................128 4.4.2. Product Page ....................................................................................................... 129 4.4.3. Store Information ................................................................................................ 130 4.4.3.1. Store Logo .....................................................................................................................131 6 eStore Solution Stack™ Version 3.0 Users Guide 4.4.3.2. Store Meta Tags ............................................................................................................131 4.4.4. Help/FAQ ............................................................................................................ 132 4.4.5. Privacy Policy....................................................................................................... 134 4.4.6. Returns................................................................................................................ 136 4.4.7. Shipping Policy .................................................................................................... 137 4.4.8. Terms and Conditions........................................................................................... 138 4.4.9. E-mail Messages .................................................................................................. 139 4.4.10. Custom Pages .................................................................................................... 142 4.4.11. Open/Close Store ............................................................................................... 144 4.5. Orders ............................................................................................................... 146 4.5.1. Order Manager .................................................................................................... 146 4.5.1.1. Order XML ....................................................................................................................149 4.5.1.2. Search Orders ...............................................................................................................150 4.5.1.3. Customer Information ..................................................................................................151 4.6. Reports .............................................................................................................. 153 4.6.1. Monthly Sales ...................................................................................................... 153 4.6.2. Daily Sales ........................................................................................................... 153 4.6.3. Sales Promotion ................................................................................................... 153 4.6.4. Sales by Affiliate .................................................................................................. 154 4.6.5. Top Products........................................................................................................ 154 4.6.6. Top Customers ..................................................................................................... 154 4.7. Settings.............................................................................................................. 155 4.7.1. General Options ................................................................................................... 155 4.7.2. Address Options................................................................................................... 160 4.7.3. Affiliates .............................................................................................................. 161 4.7.3.1. Affiliates Options ..........................................................................................................162 4.7.4. Category and Search ............................................................................................ 164 4.7.4.1. Category and Search Options .......................................................................................165 4.7.5. Countries and States/Regions .............................................................................. 166 4.7.6. Gift Certificates .................................................................................................... 168 4.7.7. Inventory Settings ................................................................................................ 172 4.7.8. Mail Settings ....................................................................................................... 173 4.7.8.1. Order Options ...............................................................................................................174 4.7.9. Payments ............................................................................................................ 176 4.7.9.1. Credit Card Payments ...................................................................................................178 4.7.9.1.1. Pre-authorize Cards at Checkout ................................................................178 4.7.9.1.2. Charge Full Amount to Cards at Checkout ..................................................178 4.7.9.2. PayPal Payments ..........................................................................................................180 4.7.9.2.1. To Activate ..................................................................................................181 4.7.10. Product Reviews ................................................................................................ 182 4.7.10.1. Product Review Options .............................................................................................182 7 eStore Solution Stack™ Version 3.0 Users Guide 4.7.11. Returns .............................................................................................................. 184 4.7.12. Shipping ............................................................................................................ 185 4.7.13. Site Terms .......................................................................................................... 188 4.7.14. SSL..................................................................................................................... 189 4.7.15. Taxes ................................................................................................................. 190 4.7.15.1. Tax Classes ..................................................................................................................191 4.7.15.2. Tax Details ..................................................................................................................191 4.7.16. Themes .............................................................................................................. 192 4.7.17. Version Information ........................................................................................... 193 4.7.18. Error Log ............................................................................................................ 194 4.7.19. Current Application Settings ............................................................................... 195 4.7.20. Fraud Checks – Banning or Restricting Customer Activity..................................... 196 4.7.21. Nodus/Great Plains Settings ............................................................................... 197 4.7.21.1. Order Options .............................................................................................................198 4.7.21.2. Customer Options.......................................................................................................200 4.7.21.3. Item Import Options ...................................................................................................203 4.7.21.4. Feature Management .................................................................................................205 4.8. Code Layout ....................................................................................................... 206 Appendix A ................................................................................................. 207 Appendix B.................................................................................................. 209 End User License Agreement (EULA) ............................................................ 210 8 eStore Solution Stack™ Version 3.0 Users Guide 1. Introduction For many companies, eCommerce can be a complex and difficult undertaking. Nodus eStore Solution Stack (eSSS) is an end-to-end eCommerce solution for Microsoft Dynamics – Great Plains merchants. The fully featured shopping cart is based on BV Commerce ASP.NET shopping cart (BVC2004). Nodus eStore Advantage and Credit Card Advantage are also components, for integration and payment processing respectively. This document covers the prerequisites, installation, implementation, and maintenance of the shopping cart. This introduction covers the following: Who Should Use This Guide – Finding the Information You Need What’s in this manual? New Features in eSSS Terms and Conventions Additional Resources 1.1. User Roles in this Guide – Where to Find Information This guide is written for business software consultants, system analysts and system integrators who are involved in different aspects of the eStore Solution Stack. The main roles of eStore Solution Stack users are: Administrators – This group is In charge of setting up and maintaining the website. Sections 2, 3 and 4 of this Users Guide apply to administrators, although there are options in Section 4 that are handled by admin users. Customers – Section 4, which describes the functionality of eStore Solution Stack, should be closely studied by this user group. NOTE: There is important information for all users throughout this guide. Please take the time to read the whole publication. 9 eStore Solution Stack™ Version 3.0 Users Guide 1.2. What’s in This Manual? This documentation will outline the significant features of the eStore Solution Stack product—technical requirements, setup, and how it works. Installation – lists what is needed to use eStore Solution Stack Administration Areas – describes the setup options available in this release of eStore Solution Stack Additional References – provides additional documentation regarding the integration with Great Plains 1.3. New Features in eSSS 3.0 Several features have been added in this upgrade from eSSS Version 2.5 to 3.0. These features are outlined in the accompanying table. Each feature title is linked to its location in this guide. New Feature Description GP Extended Pricing A setting in eSSS 3.0 that allows use of a Great Plains feature called GP Extended Pricing that sets special pricing conditions. Item Ranking Allows category items to be assigned a ranking. For example, the website owner could control the order that remote control devices sold under a Television category are displayed on the web page. Express Checkout (PayPal) This setting creates a PayPal logo/link on the checkout cart that is directly linked to the PayPal. Quick Order Form Establishes lists of commonly ordered products that can be easily re-ordered by clicking on an item. Wildcard Search Allows users to enter a wildcard symbol (*) to enable the use of partial words as search terms. Google Analytics This feature sets up an area to paste and save script that allows connection with Google. URL Rewrite with: Creates optional change of URL extensions to preferred setting. 10 eStore Solution Stack™ Version 3.0 Users Guide Tax Schedule Support Downloads tax detail information from GP. Display Item’s Inventory and BackOrder Qty to Customer Allows product Inventory and Back Order quantity to be shown to customer on web page store. Charge Tax on Handling Activates automatic tax charge on handling fees. Trade Discount A set discount for preferred customers established in Great Plains and enabled in eSSS. Default Store Load Page Gives the option of setting a specific location on the store website as the default load page. Global Back Order Message Allows the creation of a custom message that is automatically sent when a product item is on back order status. Update Product Type This function allows an Admin user to manually update the Product type. Disable e-mail message types Allows one or more of multiple e-mail message types to be disabled at one time. Change system messages Permits system messages used on the store site to be edited. 11 eStore Solution Stack™ Version 3.0 Users Guide 1.4. Terms and Conventions Terms Description Customer/user People who shop and purchase items from the eStore Administrator/User eStore administrator and/or other people, who, on behalf of the merchant, operate the eStore SEO Search Engine Optimization This Users Guide contains the following conventions pertaining to sections, navigation and other information Convention Description http://www.nodus.com Used to specify file paths and URLs eSSS Nodus eStore Solution Stack GP Microsoft Dynamics – Great Plains (GP) BV BV Commerce 12 eStore Solution Stack™ Version 3.0 Users Guide 1.5. Additional Resources This Desktop Reference Guide gives you information you need on how to use the application. If you are still having trouble, there are support options. Contact the VAR or call Nodus Technologies to purchase support packages. Methods Address/Numbers E-mail [email protected] Website http://www.nodus .com Telephone (909) 482-4701 Fax (909) 482-4705 Mail 2099 S. State College Blvd. Suite 250 Anaheim, California 92806 13 eStore Solution Stack™ Version 3.0 Users Guide 2. Pre-Installation Checklist There are several components that are required to be resident prior to installing Nodus eStore Solution Stack in your environment. Please review the following system requirements prior to installation. This section provides an overview of the typical eStore Solution Stack network topologies, and technical and system requirements for each configuration. A standard eStore Solution Stack installation usually consists of separate front and back office installations. However, your server configuration might require additional steps. 2.1. Technical Requirements 2.1.1. Great Plains Server MS Great Plains 8.0, 9.0 or 10.0 is required. 2.1.2. SQL Server – Back Office [2+ GB RAM, 100+ GB HDD, 2.8+ GHz Intel Xeon or Duo] Windows 2000 or Windows 2003 Server with latest Service Pack Microsoft SQL Server 2000 or 2005 (with Full-text index search components included) with latest Service Pack 2.1.3. Application Server – Back Office [1+ GB RAM, 30+ GB HDD, 2.8+ GHz Intel Xeon or Duo] Windows 2003 Server with latest Service Pack (64 bit currently not supported) Microsoft .NET Framework 2.0 and 3.5 (ASPNet 3.5 cannot be installed with Windows 2000) Internet Information Server (IIS) MBS-Great Plains eConnect Components Nodus® Transact Web Service Nodus® eStore Advantage Back Office Components 14 eStore Solution Stack™ Version 3.0 Users Guide 2.1.4. Web Server – Front Office [2+ GB RAM, 80+ GB HDD, 2.8+ GHz Intel Xeon or Duo] Windows 2000 or Windows 2003 Server with latest Service Pack (64 bit currently not supported) MDAC 2.6 or Later Internet Information Server (IIS) 5 or 6 Microsoft SQL Server 2000 or 2005 or Express 2005 (with full-text index search components included) with latest Service Pack ASP.NET 1.1 and 2.0 ASP.NET Ajax Components Microsoft SOAP SDK 3.0 IE 5.0+ or equivalent browser that supports CSS (cascading style sheets) Nodus® eStore Advantage Front Office Components 2.1.5. User Account Requirements Domain User Account with Local Admin permission on all three servers and full access to Great Plains Database SQL User with Sys Admin Role and Full Access to GP Database and Website Database. 15 eStore Solution Stack™ Version 3.0 Users Guide 2.2. System Requirements Figure 2-1 Nodus Network Diagram Before starting the installation process, identify the following scenarios that best match your server configuration, and verify that all systems meet the minimum hardware and software requirements. Standard Server Configuration Single Server Configuration 16 eStore Solution Stack™ Version 3.0 Users Guide 2.2.1. Standard Server Configuration Great Plains SQL Server Application Server ` Great Plains Workstation Firewall Internet Accounting Staff Internet Web Server Payment Gateway Internet Bank ` Web Browser Customer Figure 2-2 Standard Server Configuration 17 eStore Solution Stack™ Version 3.0 Users Guide 2.2.2. Single Server Configuration Great Plains SQL Server Web Server ` Firewall Great Plains Workstation Internet Accounting Staff ` Payment Gateway Web Browser Customer Bank Figure 2-3 Single Server Configuration 2.2.3. Back Office Install: GP Separate From Application Server Item Requirements Operating System Windows 2000 SP3 or later; Windows 2003 Server SP1 or later Great Plains Microsoft Business Solutions Great Plains 9.0 or 10.0 (client install) Database Microsoft SQL Server 2000 SP3a or later Microsoft SQL Server 2005 SP1 or later Processor 2.8 GHz Pentium or better RAM 1GB or more Components eConnect Runtime for Microsoft Dynamics GP 9.0 or 10.0 Microsoft .NET Framework 1.1 or 2.0 Configurations 18 On the same domain and direct connection (on the same network) with the Database Server eStore Solution Stack™ Version 3.0 Users Guide 2.2.4. Back Office Install: Application Server Separate from GP Server Item Requirements Operating System Windows 2003 Server SP1 or later. Processor 2.8 GHz Pentium or better RAM 1GB or more Components eConnect Runtime for Microsoft Dynamics GP 9.0 or 10.0 Internet Information Server (IIS) 6 Microsoft .NET Framework 1.1, 2.0 and 3.5 Configurations On the same domain and direct connection (on the same network) with the Database Server Connection to the Web Server via port 80 and 443. 19 eStore Solution Stack™ Version 3.0 Users Guide 2.2.5. Front Office Installation – Web Server Item Requirements Operating System Windows 2000 SP3 or later Windows 2003 Server SP1 or later Database Microsoft SQL Server 2000 SP3a or later (with full-text index search components included) Microsoft SQL Server 2005 SP1 or later(with full-text index search components included) Note: Website database can be installed on a separate server Processor 2.8 GHz Pentium or better RAM At least mid-point configuration per GP requirements Components Internet Information Server (IIS) 5 or 6 Microsoft .NET Framework 1.1 and 2.0 Internet Explorer 6.0 or equivalent browser that supports CSS Configurations ASPNET user with "Modify" permissions (Windows 2003 both ASPNET user and IIS_WPG to "Modify" permissions) Permissions to execute stored procedures for database creation during installation Connection 20 Connection to the Database Server or the Application Server (if used) via port 80 and 443. eStore Solution Stack™ Version 3.0 Users Guide 2.2.6. Single Server Installation: - Light Transaction Volume Item Requirements Operating System Windows 2003 Server SP1 or later. Processor Quad Xeon 2.4 GHz (or equivalent single processor) for installation with GP 9.0 Quad Xeon 2.4 GHz (or equivalent single processor) for installation with GP 10.0 RAM 4GB or more Great Plains Microsoft Business Solutions Great Plains 9.0 or 10.0 (client install) Database Microsoft SQL Server 2000 Enterprise Edition SP3a or later (with full-text index search components included) Microsoft SQL Server 2005 Enterprise Edition SP1 or later (with full-text index search components included) Components eConnect Runtime for Microsoft Dynamics GP 9.0 or 10.0 Internet Information Server (IIS) 5 or 6 Microsoft .NET Framework 1.1, 2.0 and 3.5 Configurations On the same domain and direct connection (on the same network) with the Database Server Connection to the Web Server via port 80 and 443. ASPNET user with "Modify" permissions (Windows 2003 both ASPNET user and IIS_WPG to "Modify" permissions) Permissions to execute stored procedures for database creation during installation 21 eStore Solution Stack™ Version 3.0 Users Guide 3. Nodus Software Installation Instructions 3.1. eConnect Runtime for Microsoft Dynamics GP eConnect Runtime for Microsoft Dynamics GP 9.0 or 10.0 must be installed before eStore Advantage. For security purposes we recommend running eConnect under a domain user credential, giving the user proper permissions instead of having eConnect running as Network Service. This user needs local Administrator rights and will be added to SQL and made a member of DYNGRP on both the DYNAMICS and the GP company database. 3.1.1. Installation You must install the same version of eConnect as Microsoft Dynamics GP 3.1.2. Install eConnect Runtime for Microsoft Dynamics GP 9.0 1. 2. Run \eConnect 90\install\econnect90.exe Restart machine 3.1.3. Install eConnect Runtime for Microsoft Dynamics 10.0 1. 2. 3. Run \Tools\eConnect_SDK\Microsoft_Business_Solutions_eConnect.msi Run \AdProd\eConnectRuntime\eConnectRuntime.exe Restart machine 3.1.4. Configuration The following configuration steps must be completed by your IT Administrator for eStore Advantage and eStore Solution Stack to function correctly. 22 eStore Solution Stack™ Version 3.0 Users Guide 3.1.4.1. Create an eConnect User on the local machine 1. 2. 3. 4. 5. Create a new local user on the Back Office Web Server machine, e.g. “eConnect” Create a password for the <domain name> <eConnect user name>. Select the check box User cannot change password Select the check box Password never expires Add the <domain name> <eConnect user name> user to the Local Administrators Group. 3.1.4.2. Create SQL Server Log-in - Grant DYNGRP Permissions 1. On the GP Server a. For SQL 2000 open SQL Server Enterprise Manager b. For SQL 2005 open SQL Server Management Studio 2. Select the desired SQL instance from the list. 3. SECURITY: Create a new SQL Server log-in using the <domain name> <eConnect user name> created earlier. a. Right click on Security section and select New User b. Under Log-in Name enter < domain name> <eConnect user name NOTE: The domain user specified must already exist in Windows Active Directory. c. Select Windows Authentication d. Enter Password e. Confirm Password 4. SERVER ROLES: Select Public and Sysadmin permissions. 5. USER MAPPING: (This is called Database Access for SQL 2000) : a. Grant the <domain name> <eConnect user name> user access to the following: i. Databases: DYNAMICS – this is the master DB for GP and all of your GP company databases. ii. Database roles: DYNGRP, DYNWORKFLOWGRP & Public for all of the databases checked. 6. Select OK to create the user. 23 eStore Solution Stack™ Version 3.0 Users Guide 3.1.4.3. Check eConnect COM+ Object in Component Services 1. Open Control Panel > Administrative Tools > Component Services 2. Navigate to Computers > My Computer > COM+ Applications > eConnect 9.0 or 10.0 for MS Dynamics GP 3. Right click on eConnect 9.0 or 10.0 for MS Dynamics GP > Select Properties 4. Select the Identity tab 5. Select the This User radio button 6. Enter <domain name>\<eConnect User Name> in the User text box. 7. Enter Password in the Password and Confirm Password text box. 8. Select the Activation tab 9. Select the Activation type: Server application radio button. 10. Select OK button. 3.1.5. Security Configuration for eConnect on SQL Server This installation is to be used as a SQL component for eConnect. Configure the MSDTC settings on the Application Server and the same settings for the Great Plains/SQL Server. The path to the window where the settings are applied is as follows: My Computer > right click Properties > MSDTC > Security Configuration tab Figure 3-1 Install eConnect 24 eStore Solution Stack™ Version 3.0 Users Guide 3.2. Credit Card Advantage It is highly recommended that Credit Card Advantage is installed on every machine that is running Microsoft Dynamics Great Plains 9.0 or 10.0. Please refer to the Credit Card Advantage User Guide for more information on installing the application. 3.3. Credit Card Encryption Credit Card Encryption is required installation on each machine where the end user needs to encrypt and decrypt credit cards. Please refer to the Credit Card Encryption User Guide for more information on installing the application. 3.4. eStore Advantage Installer 1. Accept the License Agreement 2. Choose the destination location for eStore Advantage, the default location is \Program Files\Nodus. 3. Select the type of installation: Back Office Front Office Single Server 3.4.1. Back Office Deployment The following components are installed by the eStore Advantage installer: Nodus Framework o If you have an older version of the Nodus Framework it will be uninstalled first. o Nodus Framework is installed under \Program Files\Common Files\Nodus. Transact Advantage eStore Advantage . NET (Back Office) 25 eStore Solution Stack™ Version 3.0 Users Guide 3.4.2. Front Office Deployment The following components are installed by the eStore Advantage installer: Nodus Framework o If you have an older version of the Nodus Framework it will be uninstalled first. o Nodus Framework will always be installed under \Program Files\Common Files\Nodus Transact Advantage eStore Advantage . NET (Front Office) 3.4.3. Single Server Deployment The following components are installed by the eStore Advantage installer: Nodus Framework o If you have an older version of the Nodus Framework it will be uninstalled first o Nodus Framework will always be installed under \Program Files\Common Files\Nodus Transact Advantage eStore Advantage . NET (Front and Back Office) 26 eStore Solution Stack™ Version 3.0 Users Guide 3.5. eStore Advantage Post Installation Checklist 3.5.1. Front Office 3.5.1.1. Create Setup ID: Front Office After restarting, create a setup ID for the front office installation. This Setup ID will be used for processing credit card transactions and connecting to the back office. Note: The Setup ID should have the same connection information for the payment gateway in Credit Card Advantage and eStore Solution Stack. Field Name Required / Optional Description / Use Authentication – based on selected Connector AuthorizeNet Credit or Check Transaction Types User ID Required The Merchant Log-in to your Authorize.Net account. Transaction Key Required The Transaction Key for your Authorize.Net account Test Mode Required True if you are processing Test Transactions, false otherwise. CyberSource Credit Transaction Types Merchant ID Required The Merchant ID for your CyberSource Account Password Required Password for your CyberSource account Moneris Credit Transaction Types Store ID 27 Required Moneris Store ID eStore Solution Stack™ Version 3.0 Users Guide Field Name Required / Optional Description / Use API Token Required Moneris API Token eCommerce Indicator Required Moneris eCommerce Indicator Orbital Credit or Check Transaction Types Group Number Required Group Number to access your Orbital account. BIN Required BIN for your Orbital account Terminal ID Required Terminal ID for your Orbital account USA ePay Credit Transaction Types Source Key Required Source Key for USA ePay Account Test Mode Required True if you are processing test transactions, false otherwise. Verisign Credit or Check Transaction Types Partner ID Required If the VeriSign account was setup by Nodus Technologies then it is “nodus.” If the VeriSign account was set-up by another vendor then contact that vendor to obtain the required information. User ID Required User ID for the Verisign Account Vendor ID Required Vend or ID for the Verisign Account Password Required Password for the Verisign Account Wells Fargo Credit or Check Transaction Types Merchant Required Wells Fargo Merchant Number Log-in ID Required Log-in ID for the Wells Fargo account 28 eStore Solution Stack™ Version 3.0 Users Guide Field Name Required / Optional Description / Use Seller ID Required Seller ID for the Wells Fargo account Terminal ID Required Terminal ID for the Wells Fargo account Password Required Password for the Wells Fargo account Client ID Required Client ID for the Wells Fargo account MCCCode Required Merchant MCC Code Postal Code Required Merchant Postal Code 1. Click Start > All Programs > Nodus Technologies > Connection Manager Setup 2. In the Setup ID field, type eStore Connection exactly as written. 3. Enter the information requested in the Connector section to connect to the payment gateway. a. Connector b. Processor c. Card Class 4. Depending on the connector that you have selected, fill-out the corresponding required fields 5. Choose eStore Adapter from the Adapter drop down list 6. Select the Activate check box. 7. In the AdapterURL field under the Parameter column change localhost to be either the name or IP address of the back office machine. NOTE: If no DNS Server exists, then indicate the IP address of the server 8. Click the Save button on the top menu to save the Setup ID and close the dialog= 29 Figure 3-2Nodus Configuration ID: Front Office #1 eStore Solution Stack™ Version 3.0 Users Guide 9. Click Start > All Programs > Nodus Technologies > Connection Manager Setup 10. In the Setup ID field, type eStore Connection exactly as written. 11. Enter the information requested in the Connector section to connect to the payment gateway. d. Connector e. Processor f. Card Class 12. Depending on the connector that you have selected, fill-out the corresponding required fields 13. Choose eStore Adapter from the Adapter drop down list 14. Select the Activate check box. 15. In the AdapterURL field under the Parameter column you will need to change localhost to be either the name or IP address of your back office machine. NOTE: If you do not have a DNS Server then you will have to indicate the IP address of the server 16. Click the Save button on the top menu to save the Setup ID and close the dialog 30 3-3 Nodus Connection Manager - Create Setup ID Front Office #2 eStore Solution Stack™ Version 3.0 Users Guide 3.5.2. Back Office 3.5.2.1. Create Setup ID: Back Office After restarting you will be required to create a setup ID for the back office installation. This setup ID will be used for to import credit card information from the front office to the back office database. NOTE: The setup ID should have the same connection information for the payment gateway in Credit Card Advantage and eStore Solution Stack. 1. In the Setup ID field, type ‘Transact Service Connection’ 2. Do not change any information in the Connector section 3. From the bottom, choose the Adapter you will be using. For the Nodus® Demo site, the eConnect Adapter is the one that you will be using. 4. Select the Activate checkbox. 5. Make sure the value of “Adapter Profile” is set to “eSSS Configuration”. 6. Fill in the “sa” password for the database in the Password field. To use a SQL log-in other than “sa”, find the UserID field in the Parameters list and change the value "sa" to the desired user ID. 7. In the Initial Catalog field enter the name of your company database. For testing with “The Figure 3-4 Configuration Manager - Create SetupID Back Office World Online, Inc” type in “TWO.” 8. In the Data Source field type the name of the SQL Server that you will be connecting to. 9. In the eConnectVersion field enter the installed version of eConnect. For MS Dynamics GP 10.0 enter 100. For GP 9.0, enter 90. 10. Click the Save button and close the dialog 31 eStore Solution Stack™ Version 3.0 Users Guide 3.5.3. Existing Installation Follow the instructions to create a new setup ID 1. Open the backup copy of the Connection Manager Configuration file - backup_config.xml in the \Program Files\Common Files\Nodus\Framework\ConnectionManager folder. 2. Look for the Connections > Connection Name section in the backup_config.xml file. Under the adapter name = eConnect Adapter section use this information to populate the new connection Setup ID you create using the same name. 3. NOTE: If using Microsoft Dynamics Great Plains 10.0, a critical post installation step is to configure the Data Adapter. These instructions must be followed after the eStore Advantage installer has completed. 3.5.4. Config Data Adapter: Back Office/Single Server, MS Dyn GP 10 Only 1. Open the Data Adapter Configuration file – config.xml – in the <Nodus Install Folder>\Configuration\Data Adapter Configuration NOTE: The config.xml file and the instructions for configuring the data adapter are launched at the end of the eStore Advantage installation. 2. Find the node <Database> in the config.xml file. 3. Modify the connection string on the <Database> node with the connection details for the Microsoft Dynamics GP database that the store will use. a. Password=”*<SQL Database Admin User Password>”+ b. User ID=”*SQL Database Admin User Name>+” c. Initial Catalog=”*<GP Company database name>+” d. Data Source=[<GP Server name>] 4. Find the node <DatabaseOle> in the config.xml file. 5. Modify the connection string on the <DatabaseOle> node with the connection details for the Microsoft Dynamics GP database that the store will use. a. Password=”*<SQL Database Admin User Password>”+ b. User ID=”*SQL Database Admin User Name>+” c. Initial Catalog=”*<GP Company database name>+ d. Data Source=[<GP Server name>] e. Adapter Profile=eSSS Configuration 6. Save and close the config.xml file 32 eStore Solution Stack™ Version 3.0 Users Guide 3.5.5. Perm for TransactService 2.0 (MS Dyn GP 10.0 Install Only) For MS Dynamics 10.0 installations only security permissions need to be set for TransactService 2.0. This will prevent the following error from occurring: Nodus.Framework.WebServices.TransactService.RequestDocument(): Data Adapter not initialized 1. 2. 3. 4. 5. 6. 7. 8. Select Administrative Tools > IIS manager Expand (local computer) > Application Pools Find NodusAppPool2 then right-click -and select Properties Select the Identity tab. Select Predefined radio button. From the corresponding drop list select Local System Click OK to close the dialog. Click OK to confirm changes. NOTE: The next step should only be executed during off peak hours as it will impact the web store. 9. Reset Internet Information Services (IIS) a. Start > Run > cmd b. Type iisreset [ENTER] c. Type Exit [ENTER] 3.6. eStore Solution Stack Installer The following instructions should be followed when creating a new site only. For upgrading an existing site please refer to the eStore Solution Stack Migration section. Run the <INSERT EXECUTABLE NAME.exe> file to start the installation process. Accept the License Agreement Enter User Name and Company Name Choose the destination location for eStore Solution Stack, the default location is \Program Files\Nodus\eSSS. 5. Make sure the check box for Launch eSSS Advantage Site Manager is selected 6. Site Manager will launch after the Finish button is selected. 1. 2. 3. 4. 33 eStore Solution Stack™ Version 3.0 Users Guide 3.6.1. eStore Solution Stack Site Manager 1. Select the Create New Site button 2. On the Install Location dialog browse to the location for the website, or accept the default location: \inetpub\wwwroot\estack30. a. If prompted to create the folder , select Yes 3. On the Web Root dialog select one of the following options: a. Create a Virtual Web Root folder on this machine i. Select a web site from the list ii. Enter a Web Root Name -ORb. Do not create a Virtual Web Root folder NOTE: If Create a Virtual Web Root folder on this machine is selected, the rest of the install is automatic – Virtual Roots are created in IIS and the web.config file is updated with URLs, etc. If Do not create a Virtual Web Root folder is selected, a Virtual Root or new site in IIS has to be manually created. A Virtual Root would also need to be created for the Nodus Synchronization Manager. The web.config file for the shopping care would need to be updated with the correct URL manually. 4. Wait for the files to be copied to the new site 5. On the Database Setup dialog enter the following information: a. SQL Server name (for the website) b. Database name I. Name of the eStore database to be created c. SQL User Name (Nodus SQL User credentials) i. Nodus components will need SQL authentication to communicate with the database. If you do not wish to use the SA account, prepare a separate SQL user for this purpose. This SQL user will be made DB Owner of the newly-created database d. SQL Password (to the SQL Server hosting the Database) e. If prompted to create the database select Yes 6. Wait while the database is created 7. On the Back Office Info dialog enter the following information: a. Back Office Address b. Great Plains version 8. On the Registration Key dialog, enter the eSSS Advantage Registration Key that you were provided. a. Select the Validate button b. A message will display confirming that the key is correct. c. Select the Next button 9. On the Site URLs dialog enter the following information: a. Standard Site URL 34 eStore Solution Stack™ Version 3.0 Users Guide 10. 11. 12. 13. 14. b. Secure Site URL The Install Complete dialog is displayed. The site is now installed IMPORTANT: MAKE A NOTE OF THE FOLLOWING INFORMATION Log-in to the admin site and configure products, categories, etc. A link to website will be displayed, for example, http://<machinename>/<websitename>/bvadmin/log-in.aspx The default user name is: [email protected] a. Change this immediately before configuring your website The default password is: password a. Change this immediately before configuring the store website Select the Finish button 3.6.2. eStore Solution Stack Migration Nodus promotes the best practice procedure for maintaining an e-commerce site by validating any new release in a test environment before migrating to a live environment. As a result, Nodus Technologies has removed the ability to upgrade from the Site Manager to avoid unnecessary complications during an upgrade process. If you are planning an upgrade to eStore Solutions Stack 3.0, please contact Nodus Technologies to discuss a migration plan. 35 eStore Solution Stack™ Version 3.0 Users Guide 3.7. Nodus Software Uninstall Instructions Components must be un-installed in the following order: 1. 2. 3. 4. eStore Solution Stack eStore Advantage.NET Nodus Framework Transact Advantage 36 eStore Solution Stack™ Version 3.0 Users Guide 3.8. Nodus Synchronizer Set-up The Nodus Synchronizer is middleware that enables eSSS to share information with the Great Plains database. This section describes how to configure the Nodus Synchronizer for use with eSSS 3.0. 3.8.1. Configuring the Nodus Synchronizer for eSSS 3.0 After installing the Nodus Synchronizer on a local computer (the executable file is located in the eStore Advantage installation bundle), the first task is to establish connection parameters. 1. From your Start menu, open the Synchronizer and Figure 3-5 Nodus Synchronizer Configuration Manager the Config Manager screen will load. 2. On the menu, click Connection Setup and a small version of the Connection Manager screen will load. Click the Setup IDs button and a larger version of the Connection Manager appears. 37 eStore Solution Stack™ Version 3.0 Users Guide Figure 3-6 Nodus Synchronizer Connection Manager 3. Under Setup ID, choose Transaction Service Connection from the drop list. If that option isn’t available, click in the Setup ID box and type Transaction Service Connection 4. Under Installed Adaptors, choose Econnect Adaptor from the drop list 5. Click the Activate check box 6. Locate the given Parameter heading in the table below and type the following entries in the corresponding Value field: Parameter Value (type in) Adapter Profile eSSS Configuration <SQL User ID> User Name NOTE: The User ID used here must have an assigned System Administrator role Password Enter a password Initial Catalog Name of the associated Great Plains Database 38 eStore Solution Stack™ Version 3.0 Users Guide Parameter Value (type in) Data Source Name of the computer where the Great Plains database is located eConnectVersion If using GP 9, enter 90 If using GP 10,enter 100 7. Click the Save button on the Nodus Connection Manager menu 8. Close the window 3.8.1.1. Connection Setup Return to the Configuration Manager 1. Click on Connection Setup and a new Configuration Manager window loads 2. Click the Test button 3. If a success prompt appears, click Save and continue with setup. If a failure prompt pops up, check the setup entries for accuracy. If no errors are displayed, contact the DBA. Figure 3-7 Set up Connection Manager 39 eStore Solution Stack™ Version 3.0 Users Guide 3.8.1.2. Database Setup On the Configuration Manager window: 1. Click Database Setup and the DatabaseSetupForm form loads. 2. Under Database Object Groups, click the yellow plus sign. It may take a small amount of time for the next action to process. 3. Look for the status column under Database Objects to update with ‘installed.’ Figure 3-8 Database Set up Form 3.8.1.3. SynchClass Setup Bypass the SynchClass setup 40 eStore Solution Stack™ Version 3.0 Users Guide 3.8.1.4. Store Setup 1. Click Store Setup and the Storeform window loads. Figure 3-9 StoreForm 2. Click New Store on the menu 3. Under Store Name: type the Store Name. This is an arbitrary value that should be relevant to the customer 4. Under Adapter Profile: type eSSS Configuration 5. In the website address shown, replace ONLY the local host portion of the URL string with the location of the eSSS application 6. Click Test to verify a connection to the proper website location. A window with an ImportServices website appears. Verify that the Import link works, then close the screen. 7. Click the Synchronizers button to load a Synchronizer form 41 eStore Solution Stack™ Version 3.0 Users Guide Figure 3-10 Synchronized Form 8. Click Add and choose the following: Customer Invoice History Payment Salesperson Transaction 9. Click the Save and Close button on the Synchronized form menu 10. Click the Save and Close button on the StoreForm menu 42 eStore Solution Stack™ Version 3.0 Users Guide If the installation is successful, the Configuration Manager menu displays a green ‘Running’ message. If the ‘Not Installed’ message is displayed, take the following actions: 1. 2. 3. 4. Click File Choose Synch Service Set-up A prompt appears asking if you wish to add. Click the Yes button. A Set Service log-in screen appears Enter the eConnect log-in credentials with domain admin rights WARNING: Changing the password will require re-installation of Nodus Synchronizer 5. The Configuration Manager screen loads. Click the forward arrow (Start) button. 6. The green ‘Running’ status should be displayed on the menu Figure 3-11 Set Service Log-in 3.8.2. Nodus Synchronizer General Information 3.8.2.1. Viewing Errors Although the Nodus Synchronizer does not have a shut-off alert, errors are recorded for later viewing in the Windows application event viewer. 3.8.2.2. Updating Inventory Deletions Customer and inventory deletions in Great Plains do not alert Nodus Synchronizer to delete item from store site. IMPORTANT: Customer and inventory deletions from Great Plains must be manually removed using the website’s Admin User interface. 43 eStore Solution Stack™ Version 3.0 Users Guide 3.8.3. Using the Nodus Synchronizer for Troubleshooting If data is taking too long to update – for example, a single payment is processed several minutes without posting – the Nodus Synchronizer can be checked to determine data status. 1. 2. 3. 4. 5. Open Nodus Synchronizer and load the Configuration Manager Check the Total Errors column. It will show the number of unprocessed information updates If errors are showing, open the StoreForm as described in the Store Setup process. Verify and test the accuracy of the Web Service URL. Make any corrections. If this doesn’t help, contact Nodus Technologies 44 eStore Solution Stack™ Version 3.0 Users Guide 4. Administration Areas 4.1. Home 4.1.1. Home Page To access the Merchant Admin area, navigate to the site and click the Sign-In link on the top menu. If logging in with an account with permissions to access the admin area, the Go To Admin button appears as shown. NOTE: If the Go To Admin button does not appear due to theme customizations, etc., log-in to the BV Admin area by going to the root domain URL/BVAdmin/Default.aspx. When first viewing the Admin Area home page, the content appears as shown in the accompanying figure. Figure 4-1 Admin Home Page 45 eStore Solution Stack™ Version 3.0 Users Guide 4.1.2. To Do/Alerts Critical information will be listed in this section for immediate action. When creating a new site – as demonstrated in the above home page screen shot – information such as the default log-in credentials should be changed and content added to the new store such as Categories and Products. 4.1.3. Resources 4.1.3.1. Getting Started Checklist The first steps in setting up the new eStore are listed in the Getting Started Checklist. These are the most critical items needed to set up the store. This process involves setting important settings such as: Administrator account user name and password Contact and business information Payment and shipping options Store product catalog Sites can be configured using the included home page content builder and other HTML editors such as Microsoft FrontPage, Macromedia Dreamweaver and MS Visual Studio. Figure 4-2 Getting Started Checklist The Getting Started Checklist displays the critical elements of configuring the new store. Follow this desktop reference to ensure the default settings for your business are configured prior to going live with the store. Please note this portion of the reference is meant to be an overview of the critical set-up steps. You must refer to specific topics noted in each section for the most complete content. We also put together our most commonly used links, such as our main website, technical support contact information, Nodus community forums, knowledge base and a link to report a bus or issue you may be experiencing with your product. After creating a new store, it is important to configure certain areas of the store such as user log-ins, products, categories, contact and legal information specific to your business. Following this checklist will ensure critical areas for security and business-related items are configured. 46 eStore Solution Stack™ Version 3.0 Users Guide 4.1.3.2. Change Admin User Name and Password from Default When building a new store, the default log-in credentials are [email protected] and password, the default credentials for all BV Commerce 2004 stores. All BV Customers have this vital information. 1. Click the link in this first checklist item and the accompanying figure appears. 2. Enter the default admin e-mail address for your business, then a new password. NOTE: It is highly recommended to use a ‘strong’ password containing upper and lower case letters, numbers, and at least one special character such as those in the upper case number keys. Password length should be at least six characters in length. 3. Click the OK button 47 Figure 4-3 Change Default Admin Username eStore Solution Stack™ Version 3.0 Users Guide 4.1.3.3. Set-up Contact Information Personalize the store with information specific to your business. This information is displayed as a link in the Customer Service area of the store in the window footer. Figure 4-4 Contact Information 48 eStore Solution Stack™ Version 3.0 Users Guide 4.1.3.4. Upload Logo The logo image is displayed on the eStore home page in many themes. It is recommended to size the logo image appropriate to fit most e-mail reading areas. Photo formats GIF and JPEG; in a file size less than 50 KB is recommended. 1. Click the Browse button and navigate to where the logo is located 2. Click the Upload button to transfer the image to the store website Figure 4-5 Store Logo 4.1.3.5. Select a Theme Nodus eStore Solution Stack ships with four themes that can be selected in the admin section. Although not required for initial configuration, be aware there are two theme options available as shown in the following figure. The default theme is ‘MarshMallowGray,’ however, it is recommended to design customer themes for your specific business. Themes are based on cascading style sheets (CSS). After reviewing out-of-the-box CSS files, customizing the store’s appearance should be intuitively obvious. Figure 4-6 Themes 49 eStore Solution Stack™ Version 3.0 Users Guide 4.1.3.6. Set-up Home Page The home page can be easily customized using the home page content editor. The home page content designer breaks down the home page into three columns. Within each column you can add any number of elements offered in the drop lists at the top of each column. Experiment with each option design for the store. For more information, read the Home Page Content section of this guide. Figure 4-7 Home Page Setup IMPORTANT NOTE: The nature and functionality of Home Page Content Blocks should be fully understood before being placed on the home page.. 1. 2. 3. 4. 5. Click the drop list for the column where content is to be added Choose a content block Click OK. If the content block needs further configuration, follow the listed directions The new content block is now displayed at the bottom of the column Use the up and down arrow associated with each content block to place information higher or lower on the web page. 50 eStore Solution Stack™ Version 3.0 Users Guide 4.1.3.7. Turn on SSL When developing a store locally, a non-existent SSL certificate can cause issues in the development process. The web.config file contains two URL values. One file is for non-SSL use (StandardURL) and the URL for SSL sockets (SecureURL). When the SSL is turned on and the store should be using SSL to view a page, such as during the checkout process, it navigates to the SecureURL value. If SSL is off, the StandardURL setting is used to navigate throughout the store. 1. Install SSL on the website server 2. Activate the SSL for the website by clicking one or both of the two checkboxes shown in the accompanying figure, depending on your needs. WARNING: Be cautious when you enable SSL for the admin pages. If an SSL certificate is not installed properly, you could potentially be locked out from the admin site. We recommend you to first enable SSL for the checkout process and test the SSL connection before enabling it for the admin pages. Figure 4-8 SSL Settings 51 eStore Solution Stack™ Version 3.0 Users Guide 4.1.3.8. Setup Payment Methods Nodus eStore Solution Stack offers several methods of handling payments. Payment methods offered include: Credit Cards EChecks PayPal Purchase Orders Telephone/E-mail Fax E-mail Mail Credit card processing can be configured for pre-authorization and delayed capture in Great Plains using Nodus Credit Card Advantage; or to charge full amount at checkout. 4.1.3.8.1. Credit Card and eCheck Processing: 1. Check the appropriate box if one or both credit card and eCheck processing options are desired 2. Click the Select CC Process& eCheck Processor button to choose the gateway associated with your merchant account 3. The Credit Card & eCheck Processors Figure 4-9 Credit Card/eCheck Processing window opens. To the right of the desired gateway, click the Edit link (displayed as (Edit) to set your credit card processor. 4. The Edit Credit Card/eCheck Processor window opens (see accompanying figure). From the drop list, choose a Credit Card Setup ID and/or eCheck Setup ID 5. Click the Save Settings button 6. You are returned to the Payment Options page. Mark a checkbox for the credit cards accepted by your web page store 7. Add any instructions for credit card messages 8. Add any instructions for credit card error messages 9. Click the Save Changes button at the bottom of the page NOTE: When editing the Nodus Transaction Server, you have the option of specifying a credit card setup id, an ECheck setup ID, and the option to use AVS. Other credit card plug-ins may have different options. 52 eStore Solution Stack™ Version 3.0 Users Guide If unable to access the Back Office, an error message will display. This option allows you to establish a custom default error message. Figure 4-10 Edit Credit Card & Check Processor Instructions: Add any information that is needed on the customer receipt. The default instructions apply to most credit card and eCheck receipts. Different payment instructions may be needed for other forms of payment such as phone payments. 4.1.3.8.2. PayPal Express Checkout via Payflow Pro To use this option, first sign up for PayPal Express Checkout via Payflow Pro. The standard PayPal payment process is not supported. BACK Once the service is activated, check the PayPal Express Checkout via Payflow Pro box. Fill out the following boxes with information provided by PayPal Payflow Pro Partner Payflow Pro Vendor Payflow Pro Username Payflow Pro Password Check the PayPal Sandbox (test) mode: box to enable this function, which allows PayPal transactions to be tested without sending money to PayPal. NOTE: Although no money will be transferred while this function is enabled, actual data will be sent to the Great Plains server. It is suggested that a sample 53 eStore Solution Stack™ Version 3.0 Users Guide customer account be set up for testing purposes. As an alternative, any test transactions could be voided in Great Plains. Figure 4-11 Payment Options - PayPal 4.1.3.8.3. Purchase Orders Checking this box allows customized information to be added to the Purchase Order payment option. The Description information is added as a line item in the Check Out page. The Instructions information appears as a confirmation page. Figure 4-12 Payment Options - Purchase Order 54 eStore Solution Stack™ Version 3.0 Users Guide 4.1.3.8.4. Telephone Payments Checking this box allows customized information to be added to the Telephone payment option. The Description information is added as a line item in the Check Out page. The Instructions information appears as a confirmation page. Figure 4-13 Payment Options - Telephone 4.1.3.8.5. Fax Payments Checking this box allows customized information to be added to the Fax payment option. The Description information is added as a line item in the Check Out page. The Instructions information appears as a confirmation page. Figure 4-14 Payment Options - Fax 4.1.3.8.6. E-Mail Payments Checking this box allows customized information to be added to the E-Mail payment option. The Description information is added as a line item in the Check Out page. 55 eStore Solution Stack™ Version 3.0 Users Guide The Instructions information appears as a confirmation page. Figure 4-15 Payment Options – E-Mail 4.1.3.8.7. Check by Mail Payments Checking this box allows customized information to be added to the Check by Mail payment option. The Description information is added as a line item in the Check Out page. The Instructions information appears as a confirmation page. Figure 4-16 Payment Options - Check by Mail 56 eStore Solution Stack™ Version 3.0 Users Guide 4.1.3.8.8. Payment on Account Marking this box enables eSSS to check the customer’s available credit on Great Plains in real-time Figure 4-17 Payment on Account 57 eStore Solution Stack™ Version 3.0 Users Guide 4.1.3.9. Setup Shipping Methods If you provide shippable products, configure the shipping section completely. Nodus eStore Advantage offers pre-loaded shipping options with FedEx, UPS, and USPS carrier options. Settings provide whether or not shipping is taxed, handling fees, and specific customizations in the shipping methods section. NOTE: You must set-up at least one shipping method before you can process transactions. The shipping method needs to be added to the Store and Great Plains. To set up new Shipping Methods: 1. 2. 3. 4. 5. 6. 7. 8. Click New Add Shipping Method to the Name field Add Great Plains Shipping ID to the Great Plains Shipping ID: From the Type: field, choose from the list if you have an account for that carrier NOTE: If one of the pre-set carriers is chosen, you must go to the Settings section, chose that carrier and complete the settings. If shipping, you can adjust the freight charge for a dollar amount per number of items shipped The adjust price field allows you to automatically increase the shipping cost by a set percentage or price. You can add a list of countries/regions by using the Add/Remove buttons. To increase the number of countries/regions, click Settings < Countries Click Changes Figure 4-18 Shipping Methods 58 eStore Solution Stack™ Version 3.0 Users Guide 4.1.3.10. Add Categories The main focus of the store is the content for sale. Content should be well organized into categories. Each category contains products. Categories can have nested sub-categories for further organization. Item Classes can be imported from Great Plains. This is useful if the items are already set up in Great Plains and it is desired to maintain the Item Class layout for the shopping cart Categories. NOTE: It is advised to import the Item Classes before importing the items. Updating (re-importing) previously imported items does not update them with new category information. 1. Outline a category structure that reflects the catalog being offered on the store website 2. Begin by creating a main category level 3. Type in a category name and click the New button. The new category appears on the left hand category box 4. Continue adding Main Category headings until finished 5. When finished, highlight a main category. 6. Type a sub-category in the bottom box on the right hand side. 7. Click the New button. The new sub-category appears in the top right hand box 8. Continue adding sub-categories until this task is complete 9. To drill deeper and create lower level sub-categories, click one of the previously-created sub-categories. 10. The selected sub-category will move into the left hand box 11. Highlight the sub-category and type a description of the lower level sub-category to be created in the bottom, right hand box 12. Click the New button and the new third-level sub-category is displayed in the top, right hand box ADDITIONAL NOTES: For each level of a sub-category that is created, a link to the previous, higher level category appears on the left side of the Categories window. There is also functionality to import item classes * IMPORTANT* Do not change the name of Categories imported from the Great Plains server 4-19 Add Categories 59 eStore Solution Stack™ Version 3.0 Users Guide 4.1.3.11. Add Products 4.1.3.11.1. Extended Great Plains/Myridas Pricing If used, this feature should be activated before importing items from Great Plains. BACK Extended Pricing is a Great Plains feature that allows special conditions to be set for pricing items, such as establishing a percentage discount and date range for a President’s Day sale. Myridas is a similar addon program with specialized features. Great Plains Extended Pricing and Myridas cannot be used at the same time. Either of these features must first be configured in Nodus Synchronizer. 1. Open the Nodus Synchronizer Configuration window and click Store Setup 2. When the Store Setup window opens, select the store where extended pricing is to be activated and click Synchronizers 3. When the Synchronizers window opens, choose the inventory items under the Synchronizer class and click More Options 4. When the Item Settings window opens, check the Synchronizer Extended Pricing box. 5. In the Extended Pricing Type drop list, chose either Myridas or Extended 6. Close the Synchronizer window Your choice must now be activated in eSSS 3.0. 1. From the eSSS 3.0 home page, navigate to the Settings tab > Nodus/Great Plains from the vertical Settings menu 2. In the Feature Management section at the bottom of the page, from the GP Pricelist Setup drop list, choose either Use Extended GP Pricing or Use Myridas AG Pricing 3. Click the Save Changes button Figure 4-20 GP Extended Pricing 60 eStore Solution Stack™ Version 3.0 Users Guide 4.1.3.11.2. Import and Edit Products To begin product set up, Great Plains items can be imported. To import a single item 1. Enter the Great Plains item number ID into the Item Number box 2. Click the Import Single Item button and the item is added to the store Products list. NOTE: To import multiple products, please refer to the Synchronization Manager User Guide. Product information contained in Great Plains is limited. Additional product details may be added to the products in the shopping cart. Please see Appendix A for a list of Great Plains data elements that are imported, and review the Catalog section of this document for product edit features. Figure 4-21 Import Options 61 eStore Solution Stack™ Version 3.0 Users Guide 4.1.3.11.3. Edit Products 1. To edit a product, navigate to Catalog > Products 2. Choose a search term from the two Search By: drop lists and click the Find button and product list appears in the box below 3. Select an item in the products list by checking the corresponding box and clicking the Edit button 4. Select Customer Choices from the left side vertical menu 5. Under the Add New Choice drop list, select Drop Down List or Radio Button List 6. Click New 7. Enter a property name and a display name for this object 8. Click New 9. At a minimum enter the display name and value for this new choice 10. Click OK and a table is populated with the selected product information 11. Click OK again 12. From the left side vertical menu select Inventory 13. Under New Choice, enter the quantity and the SKU 14. Click OK. The SKU entered here is used as the Great Plains Item ID when the item is submitted with an order. NOTE: The Item ID must exist in Great Plains for this function to work. Figure 4-22 Add Products 62 eStore Solution Stack™ Version 3.0 Users Guide 4.1.3.11.4. Item Ranking This feature allows flexibility in how items are shown on the web page by assigning them a ranking number. The higher the number, the higher it is placed on the web page. BACK 1. From the eSSS home page, navigate to the Catalog tab > Categories link on the vertical Catalog menu 2. Select a category and click the Edit button 3. The Edit Category window opens. Click the Update Listing Priority link next to the Select button 4. The Update Priority List window opens and a list of items associated with the chosen Category is displayed 5. Type a ranking number in the text box next to the item. The higher the number, the higher the item is placed on the web page. 6. Click the Save Changes button Figure 4-23 Item Ranking The same number can be assigned to several items by marking the checkbox next to the item and entering a ranking number in the text box for each item. If many items belong to a category, a specific product can be located by using the search function. 63 eStore Solution Stack™ Version 3.0 Users Guide 4.1.3.12. Policies Prior to going live, please customize policy information to meet your on-line business requirements. Nodus eStore Solution Stack presents placeholders for Privacy Policy, Terms and Conditions, Return and Shipping policies. To change or delete policies, navigate to the Privacy Policy page at Content > Privacy Policy. 4.1.3.13. Setup Meta Tags Each product can contain Meta tags such as Title, Keywords, and Description, as well as Meta tags at the store level. This provides excellent control and customization for search engine optimization (SEO). Navigate to Content > Store Meta Tags to change, delete or add content. 4.1.3.14. Additional Settings Click the settings tab in the admin area for configuration of the store. These settings are covered later in this users guide. 4.1.3.14.1. Changing System-Generated Messages To change system generated messages on the store site, such as the one displayed in the associated figure: 1. 2. 3. 4. 5. Browse to the root folder of the eSSS 3.0 web application on the web server Open the App_LocalResources folder Find the file corresponding to the page where the system message is located Open the file with any text editor and change the message Save the file. The change will be immediately reflected on the website BACK Figure 4-24 Changing System Messages 64 eStore Solution Stack™ Version 3.0 Users Guide 4.2. Catalog Products are the core of any store. Prior to creating products, it is important to have good understanding of all related areas in the admin area that contribute to the presentation and sale of your business products. Familiarize yourself with the available fields and features involved in product creation and other lists that need to be populated prior to creating products. Prior to creating products, it is recommended to build the category structure of the store. Careful planning is a key to minimizing excessive categories and complicated navigation for shoppers. After organizing the categories, configure the manufacturers and vendors associated with inventory. New products are assigned a Product Type. Once created, they cannot be changed, so it is imperative to configure product types prior to building new products. A product type is essentially a ‘description template’ that contains information describing the product. These elements of the product type template are called properties, which can be configured by clicking the Type Properties menu option. 65 Figure 4-25 Catalog Menu eStore Solution Stack™ Version 3.0 Users Guide 4.2.1. Categories The main focus of most stores is the content for sale. Content should be well organized into categories. However, careful use of categories should be exercised so they don’t clutter the store. Each category contains products. Categories can have nested sub-categories for further organization. Here, Item Classes can be imported from Great Plains. This is useful if the items are already laid out in a logical way in Great Plains and it is desired to maintain the Item Class layout for the shopping cart categories. NOTE: It is advised to import the Item Classes before importing the Items. Updating (re-importing) previously imported items does not update them with new category information. Figure 4-26 Add Categories The skeleton of any store is comprised of categories or "groups." Each category group contains products and/or sub-categories assignments. When a category is viewed, the products you associated with the group are displayed to the shopper as well as any sub-categories. Prior to building categories, carefully plan the site to let a shopper easily know where to find the product they are looking for. Category organization suggestions include: Write out a category and sub-category structure outline prior to adding them to the store so the store design is well thought out prior to implementation. Make sure any category names are named properly and provide the proper detail as to what the category contains. Break down each category "group" into sub-categories and associate the products to the subcategories as well. Another option is to NOT associate products to a parent category, only sub-categories. 66 eStore Solution Stack™ Version 3.0 Users Guide Another alternative: organize categories in the website: top sellers could be associated to a parent category only, and the remaining products could be associated with sub-categories. Caution: Do not overuse categories. Building a category structure that is clear and well thought out is critical to shoppers finding what they need as well as inviting them to other areas of interest during their shopping experience. NOTE: GP Item Classes, when imported, create parent categories only. Figure 4-27 Loading Parent Categories The parent categories are loaded as shown in the following figure, and then selecting one of the parent categories displays the assigned sub-categories. Figure 4-28 New Parent Groups 67 eStore Solution Stack™ Version 3.0 Users Guide 4.2.1.1. Add a New Parent Group 1. Enter the name of the new category in the left window under the New Category heading 2. After entering the name, click the New button. The name appears in the right window 4.2.1.2. Edit a Category 1. Select the category from the display list 2. Click the Edit button above the item. 4.2.1.3. Delete Category Select the category and click the Delete button 4.2.1.4. Add Sub-Categories Select a parent category in the left window then replace "New Category" on the right side list with the name of the desired sub-category. 68 eStore Solution Stack™ Version 3.0 Users Guide 4.2.1.5. Additional Level of Sub-Category Click the sub-category on the right-side list that will be the parent of the next level of sub-categories. Upon doing so, as shown in the accompanying figure, the selected sub-category is loaded into the list on the left and you can define sub-categories in the list on the right Notice that a link appears in the far left indicating the parent category "Computer Parts" then the subcategory "CPUs" is now displayed as the parent category for the newly added sub-categories shown on the right side of the accompanying figure. Figure 4-29 Additional Level Sub-Category 69 eStore Solution Stack™ Version 3.0 Users Guide 4.2.1.6. Edit Category Categories can have unique features such as Meta tags, image assignments, product assignments, and control of how category content is displayed. The following figure shows the top portion of the Edit Category area allowing the definition of the category name and description. Figure 4-30 Edit Category – top portion The accompanying figure shows the control of what content a category will display. When viewing a category with sub-categories associated, a grid will show the sub-categories with images whereas the simple/detailed list will show the sub-categories as a list of links to the sub-categories. Categories can be configured to show: Select products Products meeting pricing criteria Products assigned to a manufacturer or vendor Type Last number of products added to the store representing "New Products" Set the display properties to control the layout of the category in e a grid, list, or a detailed list. A simple list will show links to products met by the criteria specified. A detailed list will display information, pricing and an associated image for the product. 70 eStore Solution Stack™ Version 3.0 Users Guide Figure 4-31 Set Display Properties Images can be associated with categories and allow full control of the layout by showing an image the title and description of the category as shown in the following figure. Figure 4-32 Image and Description Information When editing a category, you also have full control of the Menu Tab displayed across the top of the screen. You can use the normal text option, or specify an image for artistic display of tabs. The Menu Image is the image to use for the tab, set the Active Menu Image for the image to use to represent the tab as the selected tab. A category tab can also link to an external URL as defined in the Custom Page URL option. If you would like the external URL to display in a new window, check the "Open link in a new window" option. As shown in the accompanying figure, you can set where the category is displayed. If a top menu category strip is active, you can set whether or not this category is displayed in the list. If this category is hidden, links can be established to the category, but the category itself will not appear in a top or side menu. 71 eStore Solution Stack™ Version 3.0 Users Guide Figure 4-33 Category Image and Menu Tab Properties Figure 4-34 Advanced View 72 eStore Solution Stack™ Version 3.0 Users Guide 4.2.2. Products To begin product set up, Great Plains items must be imported. A single item or range or items may be imported. To import a single item specify the item ID in Great Plains for the item to be imported then hit the Import Single Item button. The range can be specified by either entering existing IDs for items in Great Plains or by using “wildcards” like “a” for start and “z” for end of the range. The import range is inclusive. NOTE: For databases with a large number of items it is advisable to break up the import into several parts as importing all items at once may result in a timeout error. Please see Appendix A for a complete list of Great Plains data elements that are imported. Figure 4-35 Import Products The core of any store is the products. Prior to creating products, it is important to have a good understanding of all related areas in the admin area that contribute to the presentation and sale of your business products. Suggested organizational methods: Familiarize yourself with the available fields and features involved in product creation and other lists that need to be populated prior to creating inclusive. Prior to creating products, it is recommended to build the category structure of the store. Careful planning is the key to minimizing excessive categories and complicated navigation by shoppers. Next, configure manufacturers and vendors associated with the inventory. New products will be assigned a Product Type and once created, cannot be changed so it is imperative to configure product types prior to building new products. A product type is essentially a "description template" for the product containing information describing the product. These elements of the product type "template" are called "properties" which can be configured by clicking the Type Properties menu option. 73 eStore Solution Stack™ Version 3.0 Users Guide When creating new products, several areas must be configured as shown in the product edit menu in the accompanying figure. We will now review each section of product creation. Figure 4-36 Edit Products 74 eStore Solution Stack™ Version 3.0 Users Guide 4.2.2.1. Edit Products 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. Select an item in the Products list and click the Edit button Select Customer Choices from the menu on the left Under the Add new choice dropdown select Drop Down List or Radio Button List Click New Enter a property name and a display name for this object Click New At a minimum enter the display name and value for this new choice Click OK and the display returns to the Edit Product Choice screen Click OK again From the menu on the left select Inventory Under New Choice enter the quantity and the SKU Click OK The SKU entered here will be used as the Great Plains Item Code when the item is submitted with an order. NOTE: The Item Code must exist in Great Plains for this to work. After importing a Great Plains item to create a new products, several areas must be configured as shown in the product edit menu in the accompanying figure. Figure 4-37 Edit Products 75 eStore Solution Stack™ Version 3.0 Users Guide 4.2.2.2. General Information Figure 4-38 General Information (top category) The accompanying figure shows the top portion of the general information page. Fill out the fields as completely as possible. 4.2.2.2.1. Active The product appears in the store view when this box is checked. 4.2.2.2.2. Hide From Users When this checkbox is marked, the item will be hidden 4.2.2.2.3. Name The title of the product as it should appear in the catalog. 4.2.2.2.4. Site Cost User cost for the item 76 eStore Solution Stack™ Version 3.0 Users Guide 4.2.2.2.5. List Price Retail price for the item 4.2.2.2.6. Site Price Cost to the customer 4.2.2.2.7. Product Type This feature allows admin users to manually change the product type of the item. Click the drop list to view product type options. New product types for an item can be created at Catalog > Product Types (see the related section). BACK 4.2.2.2.8. Short Description There is a 255 maximum character description of product. 4.2.2.2.9. Long Description Full description of product with several paragraphs allowed. 4.2.2.2.10. Other Properties Fields from Type Properties associated with the Product Type will be displayed to be populated in product creation. These will be displayed with the product description. Figure 4-39 Advanced Options 77 eStore Solution Stack™ Version 3.0 Users Guide Field Description Minimum Qty The minimum quantity that may be purchased in an order Maximum Qty The maximum quantity that may be purchased in an order Display Customer Choices As When a product has Customer Choices associated, the choices can be displayed in either a grid layout or individual fields. Not all types of choices will work with a grid display type -- test products carefully to ensure choices are displayed as desired Gift Wrap Allowed Specifies if this product can be gift wrapped and subject to gift wrap charges Manufacturer Select the manufacturer from the drop down list, if not listed can be added in the People...Manufacturers area. May be used for drop ships or product categories. Vendor Select the vendor from the drop down list, if not listed, can be added in the People > Vendors area. May be used for drop ships or product categories. Figure 4-40 Meta Tags Field Description Meta Tags If entered, will override the store meta tags for the main site for search engine optimization *Product Name will appear in the title bar unless a Meta Title is entered (which will override the product name used) 78 eStore Solution Stack™ Version 3.0 Users Guide Figure 4-41 Pricing Field Description Use Great Plains Pricing? If checked, will use pricing associated with the product that is already established in the Great Plains database. If unchecked, the product will use whatever pricing is established on the web site. Figure 4-42 Taxes Field Description Tax Exempt Check if this product is tax exempt Tax Class Select the appropriate tax class. Learn more about taxes 79 eStore Solution Stack™ Version 3.0 Users Guide Figure 4-43 Shipping Field Description Non-Shipping Item If this product is non-shippable, i.e. electronic download or a service, check this checkbox to prevent collection of shipping information Ship in Separate Packages If checked shipping charges will be applied individually. Ship From Identify where the package will be shipped from for shipping calculations Weight/Dimensions Weight is in pounds or kilos (may be imported from Great Plains, if stored on item card), dimensions are inches or centimeters. 80 eStore Solution Stack™ Version 3.0 Users Guide 4.2.2.3. Customer Choices Customer choices are customizations/choices that a customer specifies when purchasing a product. For example, if selling t-shirts, the customer needs to specify the size of the shirt. The shirt size selection is a customer choice. When creating a new customer choice, there are four options to control the display of the choices to the shopper: Text Input, Drop Down, Radio Button List, or HTML area. Figure 4-44 Customer Choices Figure 4-45 Customer Choices as seen by Shopper The accompanying figure shows a customer choice set for a book in the admin pages. In this example, one choice is a Text input; the other is a drop down. The name is the property name (not displayed to shopper) for easy reference. Clicking the up or down arrow to the far right of a customer choice modifies the order as displayed to the shopper. As shown in accompanying figure, the customer choices displayed in the product view. You can define "Shared Choices" - in other words, build customer choice fields that can be templates for use in other products. Instead of creating a "Gender" radio button list selector for each and every product, create it once in the Shared Choices area then select the predefined shared choices from the drop down list as shown in the figure 81 eStore Solution Stack™ Version 3.0 Users Guide Figure 4-46 Using Pre-defined Shared Choices After all customer choice options are established, Great Plains item numbers must be set up in Catalog > Products > Edit > Inventory, as shown in the accompanying figure. Check the box to update quantities from Great Plains, which updates inventory quantity for each item. Figure 4-47 Item Numbers Setup Add the individual SKU (GP item number), and inventory quantity for each customer choice. Accessory Choices are identical to customer choices; however, Accessory Choices are other products within the store inventory. Example: Take a gift basket product that the customer should fill with their choice of products that are other items in the store. Using the Accessory options allows you to select these items and present them to the customer on the product page in the same manner as customer choices. IMPORTANT: Customer and inventory deletions in Great Plains do not alert Nodus Synchronizer to delete item from store site. Customer and inventory deletions from Great Plains must be manually removed using the website’s Admin User interface 82 eStore Solution Stack™ Version 3.0 Users Guide 4.2.2.4. Product Images Each product can be displayed with unlimited images. Typically a product has three images “Tiny,” and "Small," and "Medium” as set in the Settings > General Options area. New products also have the option of a "New" image overlaid to identify new products added to the store within a set time criteria. Control of the “New” image is handled in the theme style sheet. Settings for the time criteria this "New" image is displayed is controlled in the Settings > Category and Search area. Images are uploaded and saved to the Products folder within the web store. ASPNET user (Windows 2000) or IIS_WPG user (Windows 2003) must have Write permissions to upload images using this area. To Add Images: 1. 2. 3. 4. 5. Navigate to Catalog > Products Filter for the desired product item to be associated with the image Mark the checkbox for the product item and click the Edit button The product General Information page loads. From the left side menu, click Images Chose a standard image size by clicking the Select button to the right of the Small or Main image area 6. Locate the image in the Browse Images window and click the Choose This Image button 7. You are returned to the Edit Product Images page. Add additional images by clicking the Add Additional Image button or repeat the process described in the preceding steps Figure 4-48 Image Upload Utility To Resize or Optimize the Image 1. After clicking the Select button, the page to upload images will show as in the accompanying figure. Click the Browse button to select an image from your local drive. 83 eStore Solution Stack™ Version 3.0 Users Guide 2. Choose the appropriate settings in the Upload Images box. If you would like the image to display in the source file size, click the Upload button. Options are available to automatically resize and optimize the image for you, making it easy to create consistently sized images. Depending on the setting in the Settings...General Options area, images will be forced to the defined sizes or displayed in the source file size. Careful planning will help in keeping the store organized and it is recommended to rename files such as "book_small.jpg" "book_main.jpg" etc. When the properties have been set, click the Upload button. The image will be displayed in the right side preview window, click the Choose this Image button to use this image. View images from the folder browser by clicking on a folder (bottom center of the accompanying figure). Select the image in the list and then the Choose this Image button to select this image for use. 84 eStore Solution Stack™ Version 3.0 Users Guide 4.2.2.5. Related Items Related items are products that you would like to display when other products are viewed. For example, in the case above when the "Computing for Dummies" book is viewed by a shopper, the Related item "Dell Powerhouse" will be displayed in a small list below the main product image as shown in the accompanying figure. Figure 4-49 Related Items Figure 4-50 Related Item in Store 85 eStore Solution Stack™ Version 3.0 Users Guide 4.2.2.6. Product Categories Assuming categories have been created prior to creating/editing the product, you can easily select which categories the product will appear in. 1. Check the checkbox corresponding to each category name as shown in the following figure. 2. Click the Save Changes button Figure 4-51 Assigning Categories 86 eStore Solution Stack™ Version 3.0 Users Guide 4.2.2.7. Product Inventory Clicking the Inventory menu item on the left side of the Edit Product (Navigate to Catalog > Products > (choose product and click Edit > Inventory) area allows control of inventory handling of the selected product. Available Qty is controlled by the configuration of the product. In the accompanying example, there are four customer choices; each has an inventory quantity that can be entered. Set the low stock notice, which triggers e-mail notification as configured in the Inventory Notices area. If the Available Qty allows input, enter the inventory on hand; otherwise enter the inventory numbers to the right of the choices as in the example above. In the drop down option, set the handling of the product when the inventory is depleted. Enter a backorder message when this product is no longer available. Click OK to save the settings. Figure 4-52 Product Inventory 87 eStore Solution Stack™ Version 3.0 Users Guide 4.2.2.8. File Downloads If you have a product that offers a download: 1. Enter the information in the File Download area of the Edit Product configuration 2. You can either upload a file using the Browse button, or if the file is too large and risks timing out the upload process the file can be sent via FTP into the Files folder 3. Enter the file name located in the Files folder if it was manually sent by FTP 4. Enter the name you would like displayed to the customer in the Friendly Title field 5. Select the options for availability of the download after it has been purchased and the number of times it can be downloaded. If the Available for field is set to unlimited, the quantity is bypassed. 6. Click the Add File button NOTE: For unlimited downloads without a quantity limit, set the Available for setting to Unlimited and Can be Downloaded quantity to zero (0). Figure 4-53 File Downloads 88 eStore Solution Stack™ Version 3.0 Users Guide 4.2.2.9. Customer Reviews If configured in the Settings > Product Reviews area, product reviews may be created or edited in the Product Reviews area of the Edit Product option (Navigate to Catalog > Products > (choose product and click Edit > Inventory). You can create new product reviews manually if collecting via e-mail or another source not directly from within the store. From this area you can also moderate the reviews for each particular product. Figure 4-54 Customer Reviews 89 eStore Solution Stack™ Version 3.0 Users Guide 4.2.2.10. Volume Discounts You may offer volume discounts to eStore customers. The discounts must be set up in the Great Plains pricelist. When you import items from Great Plains, all pricing data including volume discounts are imported. You must also enable volume discounts in Settings > Nodus/GP Settings screen, as shown in the accompanying figure. Figure 4-55 Volume Discounts Figure 4-56 Nodus Volume Pricing Flag 90 eStore Solution Stack™ Version 3.0 Users Guide 4.2.3. Shared Choices Shared Choices are pre-defined fields that can be used with any product in the store and is defined once. You can also create "Customer Choices" or “Accessory Choices” as they are called per product or you can build the very same "Shared Choice" for use with other products if the choice is going to be used in multiple products. As in the example above (the figure) two shared choices have been designed for "date of birth" and "gender" which is used in many products in our sample store. Figure 4-57 List of Shared Choices By creating them once, you can add them to other products by selecting the item from the drop down list in the product edit area as shown in the accompanying figure. Figure 4-58 Shared Choices Added to Customer Choices 91 eStore Solution Stack™ Version 3.0 Users Guide Shared choices always reference the template created therefore it makes it very easy to update any and every product using the shared choice in one operation. Take for example the Gender shared choice in the accompanying figure. Suppose our shoppers want the option so that they don't provide their gender, we need to add a radio button "Undisclosed". This is simple, as shown in the following figure, we will simple add a new item to the radio button list. By doing so, this will now appear in EVERY product that uses this shared choice and we do not need to go through each and every product and redefine the customer choices! Figure 4-59 Edit (Add) Shared Choice 92 eStore Solution Stack™ Version 3.0 Users Guide 4.2.4. Sales Merchants can create two types of sales in Nodus eStore Solution Stack. 4.2.4.1. Store Wide Sale To create a new sale, navigate to Catalog > Sales and click the click the New button. Do not change Store Wide Sale default setting. Configure the discount type per the options as shown in the accompanying figure. Figure 4-60 Store-Wide Sale Configuration The sale can be based off of one of the three price fields set in a product: Site Cost (your cost), List Price, or Site Price (normal sale price). The discount can be one of two methods: Percentage off or Dollar off. Set the start date and end date for the term of the sale. When done, click Save Changes to commit the sale to the store. 4.2.4.2. Sale by Product Creating a sale by product is similar to that of a Store Wide Sale with the addition of selecting the products that the sale applies to. As shown in the accompanying figure, when selecting the Sale by Product radio button a product selector will appear. Just as in other areas of the store, use the filter system to find the products that apply. Then choose the Add button to insert the products with checked boxes to the Apply to list. The product selector will close and the remainder is configured as discussed above. 93 eStore Solution Stack™ Version 3.0 Users Guide Figure 4-61 Sale by Product Configuration 4.2.5. Discounts A discount is similar to a sale with more granular control of when a discount may be applied, such as a quantity ordered or a price level minimum, as well as control of the sale by use of a "promotional code" to apply a discount to a purchase. Creating discounts can be used as rewards for frequent shoppers, marketing efforts, or focused merchant sale efforts. To create a new discount, click the Discount menu item on the left side of the Catalog admin area. Four types of discounts can be created, and based on: 4.2.5.1. Trade Discount This feature enables a preferred customer to receive a set discount on anything in the store web site. This discount amount is established in the Great Plains database. It is activated by marking the Enable Trade Discount checkbox located at Settings > Nodus/Great Plains > Customer Options section. BACK 4.2.5.2. Order Total In the discount drop down, Order Total is selected as the option to create a discount based on facts of the Order itself. Set the discount amount then the method of dollars or percentage. Set the date criteria for the discount period. If a minimum quantity above the normal of "1" is required to apply this discount, set it as is in the example in the figure. In the case above, a shopper would have to have at least three items in their shopping cart to qualify for this discount. If you require an order total to meet a minimum amount to qualify for this discount, enter it in the field as shown above with a $0.01 minimum requirement. If the discount does not require a promotional code to trigger and if the shopper meets the parameters set in the discount, the discount will automatically be applied. However, if you are distributing a promotional code to reward shoppers or in marketing scenarios, check the 94 eStore Solution Stack™ Version 3.0 Users Guide checkbox to require a promotional code and enter the code value to be used. Set the number of times a Discount may be used as shown above. If this discount cannot be combined with another discount, check the corresponding checkbox. Figure 4-62 Discount by Order Total 4.2.5.3. Product(s) The parameters for creating the discount are the same as discussed in the Discount by Order Total above. The only difference is the option to specify the product(s) the discount may be used for. Use the standard product filter system to locate the desired products then click the Add button to load the desired products for which this discount applies. Figure 4-63 Discount by Product 95 eStore Solution Stack™ Version 3.0 Users Guide 4.2.5.4. Shipping Method A discount may be applied to reduce the shipping cost for orders meeting select parameters. The parameters for configuring a discount are the same as above. The key difference is that only the shipping charges itself are discounted. Figure 4-64 Discount by Shipping Method A discount may be applied to reduce the shipping cost for orders meeting select product and other parameters. The parameters for configuring a discount are the same as above. The key difference is that only the shipping charges itself are discounted. Figure 4-65Discount Shipping Method by Product 96 eStore Solution Stack™ Version 3.0 Users Guide 4.2.6. Product Types A Product Type is a "template" for building new products for merchant creation of a product. Product types consist of a "name" and the "elements" called "properties" that make up fields to define a new product. When creating a new product, you enter the unique SKU for the new product and select the product type (template) for this new product as shown in the accompanying figure. Figure 4-66 New Product Creation and Type 'Book' Figure 4-67 Product Type Builder In the accompanying figure, the product type "Book" is being defined by selecting from available properties as defined in the Type Properties area. Select the available properties from the list on the right and click the << Add button to select a property for the template. As shown in the accompanying figure, the types are included in the other properties area in defining a new product. This system makes it easy to keep a consistent product creation scheme such as in an online book store providing consistent information across all products of the same type. 97 eStore Solution Stack™ Version 3.0 Users Guide Figure 4-68 Product Type 'Template' in a New Product Configuration 98 eStore Solution Stack™ Version 3.0 Users Guide 4.2.7. Type Properties Type properties are used as the building blocks put together to define a Product Type or a "template" of merchant information specifications for new products. Type properties can be one of four types: 4.2.7.1. Text The Text property type provides the person creating a new product the ability to enter text associated with this field in the "Other Properties" section as discussed in the Product Type topic. As shown in the accompanying figure, in the other properties section of creating a new product a textbox will appear allowing the input of data. The label for the textbox will be as displayed under "Display Name" above and the contents of the text box, if provided, will be populated with the Default Value. This information can be for merchant use only if clearing the "Display on Site" checkbox and this information can also be used to provide information to the drop shipper when this product is purchased. Figure 4-69 Text Property Type 4.2.7.2. Multiple Choice A multiple choice property type will provide a drop down selector in the other properties configuration of a new product. In the case below, the person configuring a new product will see a drop down containing shirt sizes X-Large to Small. This will not provide the shopper a selection system; this is only for merchant configuration of a new product, as the final result is shown in the accompanying figure. 99 eStore Solution Stack™ Version 3.0 Users Guide Figure 4-70 Multiple Choice Property Type 4.2.7.3. Currency A currency property type is a field that will contain data in the type "currency" or money. In the example shown in the accompanying figure, a bonus is provided to a vendor for all orders of this particular product. The merchant can specify the bonus amount per product by using this template that will appear in the "Other Properties" area of a new product configuration. In the figure we cleared the checkbox so that this information is not displayed to the public but only provided in the information to the drop shipper and for internal use only. Figure 4-71 Currency Property Type 4.2.7.4. Date A date field can be used for information such as expiration date in the sample displayed in the accompanying figure. In this case we are configuring a field that will be set in a product type including 100 eStore Solution Stack™ Version 3.0 Users Guide this type property assigned to a new product. A default value is set however can be changed when configuring the new product. Figure 4-72 Date Property Type As we have created a new property of each type shown above, we next create a Product Type to contain our Type Properties as shown in the accompanying figure. We created a new product named "Widget" and assigned the Type Properties as specified above. Figure 4-73 Property Type Designer When we create a new product and select a product type from the drop down menu of available product types. When configuring the new product, the "other properties" section will now appear as in the accompanying figure. 101 eStore Solution Stack™ Version 3.0 Users Guide Figure 4-74 Property Type containing Type Properties defined above 102 eStore Solution Stack™ Version 3.0 Users Guide 4.2.8. Manage Files If you have a product which offers a download, enter the information in the File Download area of the Edit Product configuration. You can either upload a file using the Browse button, or if the file is too large that it may time out the upload process, the file can be uploaded using FTP into the "Files" folder. Enter the file name located in the Files folder if it was uploaded via FTP. Figure 4-75 Manage Files Enter the name you would like displayed to the customer in the "Friendly Title" field. Select the options for availability of the download after it has been purchased and the number of times it can be downloaded. If the "Available for" is set to unlimited, the quantity is bypassed. 4.2.9. Quick Order Product Suggestions Quick Order gives the ability to group products and allow them to be easily added to the shopping cart. Items can be grouped in three ways. These grouping options can be accessed in the admin section by navigating to Catalog > Quick Order’s Product Suggestions. BACK 4.2.9.1. Admin Settings Items from Order History – Add the number of Order History Items in the Quick Order Entry section of the webpage Blank Item Entry - Add the number of Blank Item Entry Items in the Quick Order Entry section of the webpage 103 eStore Solution Stack™ Version 3.0 Users Guide Product Suggestions – Click the Find button and the number of specified maximum results will load. Choose a product suggestion by marking the adjacent checkbox and, when finished adding products, click the Save Changes button. Figure 4-76 Quick Order Admin Page 104 eStore Solution Stack™ Version 3.0 Users Guide 4.2.9.2. Quick Order Entry Web Page Store 1. 2. 3. 4. Navigate to the store home page Click the Quick Order Entry menu link and the Quick Order page loads. To order a product, enter the amount in the Qty box and click the Add to Cart button In the Blank Order Entry page, enter a product ID or SKU number and quantity and click the Add to Cart button 5. Click the Shopping Cart link at the top of the page to view and/or order the items in the cart NOTE: Quick Entry can also be utilized in the shopping cart. Enter the Product ID or SKU in the Product: box and type a quantity in the adjoining box, then click the Add to Cart button to add the product to the shopping cart. Figure 4-77 Quick Order Entry Page 105 eStore Solution Stack™ Version 3.0 Users Guide 4.3. People 4.3.1. Users Users are "people" that have rights to assigned areas of BV Commerce 2004 just like Windows accounts. A user can have rights to view/access selected areas and can be used to limit employee access to select areas to perform their duties and disallow access to areas they are not permitted to view. Click the New button to create a new user by entering the contact and password information. After creating a new user, assign their "rights" by assigning roles to each user. In “List of user accounts” in the following figure, a new user "helper" was created. We now have to assign the rights to this user so we can control what "Helper" can help with as our new employee. Check the checkbox next to the user set permissions (roles) for then click the Edit button on the lower right side. Figure 4-78 List of User Accounts The Select button can be used to impersonate a user. You must have the proper rights to do this. The Delete button can be used to delete a user. When editing a user, contact information can be modified, addresses added, and roles assigned in the accompanying figure. This figure shows the addresses listed for the user that have been added, and the roles available to assign based on roles pre-configured in the Section “Roles” area of the admin section. We assigned our new Helper as Content Admin to help us build the content areas of our new store. To do so, select the role "Content Admin" and click the Add button to move it to the left side "Member of". Click Save Changes so "Helper" can get to work. 106 eStore Solution Stack™ Version 3.0 Users Guide Figure 4-79 Edit User - Assigning Roles In addition to assigning roles to employees for managing the store, you can also edit users to assign pricing levels. Pricing levels are brought in from Great Plains when the first product is imported. A sales person can also be assigned to each user, when that user places an order the sales person will be notified by e-mail. You may also use the import feature on the users page to import customers from Great Plains into the shopping cart. See figure “Import customers” below. Figure 4-80 Import Customers 107 eStore Solution Stack™ Version 3.0 Users Guide 4.3.2. Manufacturers By clicking the Manufacturers menu item on the left side of the People area, you can view a list of available manufacturers. Click the letter in the alphabetic filter row at the top, in this example only "N" is available as we have one manufacturer listed. Click the Edit next to the manufacturer listed to view their information as shown in the figure, “Manufacturers” below, or click New to add new manufacturers. Figure 4-81 List of Manufacturers Manufacturers are assigned to a product along with Section “Vendors” to track sales data and provide email order notifications to products in which they are assigned. Figure 4-82 Manufacturers 108 eStore Solution Stack™ Version 3.0 Users Guide 4.3.3. Vendors Vendors, like Section “Manufacturers”, are associated as a distributor for a product and will receive notifications of orders for products sold in which the vendor is assigned. Click the filter row to filter vendors by the first letter of the vendor name, in the example above; clicking the letter N would filter to the single vendor listed. Click edit to edit the vendor or New to add new vendors. Figure 4-83 Vendor List Figure 4-84 Add/Edit Vendor Screen 109 eStore Solution Stack™ Version 3.0 Users Guide 4.3.4. Affiliates By clicking the Affiliates menu item in the People menu, you can view the list of affiliates associated with the store. A merchant can manually create affiliates, or from the Settings...Affiliates area, control the option to allow affiliate memberships from the customer service area of the site. To view/set affiliate settings, click the Edit button to bring up the screen as shown in the accompanying figure. Figure 4-85 Affiliate List Figure 4-86 Creating Affiliates 110 eStore Solution Stack™ Version 3.0 Users Guide Enter the contact information when creating an affiliate then set the commission type; percentage of sale or flat rate commission. The referral day’s value is the number of days a cookie will persist such that a shopper that uses the affiliate link to visit the store can return to the store at a later time without using the affiliate link and the affiliate will still get credit for the sale. Refer to the Affiliate Settings area for conflict resolution of a shopper using more than one affiliate links to visit the store and which affiliate will get credit for the referral. The affiliate can use any URL to the store that contains the parameter as specified in Settings...Affiliates under "Affiliate ID QueryString name". The default is "affid" therefore the affiliate could provide a link to the site such as http://www.yourstore.com/default.aspx?affid=yourid (replace your id with the affiliate id, in the example of the figure it is "1"). Another way to pass in a query string parameter without specifying a page is as: http://www.yourstore.com/?affid+youraffid. 111 eStore Solution Stack™ Version 3.0 Users Guide 4.3.5. Mailing Lists Mailing lists are a great way to keep in touch with customers to invite returning customers via discounts, newsletters, etc. Mailing lists can also be private such that merchants can control subscriptions as only public mailing lists are available for shoppers to subscribe. A shopper must be signed in to subscribe to a mailing list. When signed in, a shopper can visit their "My Account" section of the store and click the Mailing Lists link to subscribe as shown in the accompanying figure. Figure 4-87 Mailing Lists (My Account Area) To view available mailing lists for the store, navigate to People > Mailing Lists as shown below in the figure: Figure 4-88 Mailing Lists Available To create a new mailing list, enter the name for the mailing list then click New. If the mailing list is for internal use only, check the "Private" checkbox. Public mailing lists can easily be subscribed to as shown in the figure when a signed in user clicks the Subscribe button. You can view the subscribers or add/remove members by clicking the Edit button. When clicking edit, the Edit Mailing List screen appears as shown in the accompanying figure. 112 eStore Solution Stack™ Version 3.0 Users Guide Figure 4-89 Edit Mailing List In the accompanying figure, the new "Store Mailing List" doesn't have any subscribers as the store isn't open yet. We can add users listed in the search dialog in the lower right as used in other admin areas. Check the checkboxes to the left of each user to add then click the Add button to instantly add the selected users to the mailing list. No further commands are needed. Figure 4-90 Send E-Mail to List When ready to send a message, return to the Mailing Lists screen click the Email button adjacent to the desired user name. Specify if the message will be a Text or HTML e-mail message and populate the fields. When ready, click the Email button to send the e-mail. 113 eStore Solution Stack™ Version 3.0 Users Guide 4.4. Content 4.4.1. Home Page Content The Homepage Content designer is a runtime designer to build content blocks composing the home page. As displayed in the figure “Homepage Content Sample Layout” below, the home page consists of three columns for placeholders of data elements. The content falls below the header and above the footer of the home page. The homepage content ONLY displays on the entrance "home page" to the site. Once a user clicks on a category in the top or left side category listing (if available) the "Category Page" content design is used. For displaying a product side detail, the "Product Page" content is now used. Using this runtime designer allows for complete control of the store layout without any need for a third party HTML editor. The store can be designed completely from the BV Admin area content builders. Figure 4-91 Homepage Content Sample Layout In the example above, we opted to populate the available three columns with elements from the drop down list of available content blocks. The left column consists of a Section “Category List” which will control the display categories and configured levels in a vertical list. The second content block added is a Section “Search Box”. The third content block added is the Section “Category Rotator”. The second column contains two Section “HTML Rotator” blocks which can contain one or more HTML elements to be displayed. If more than one element exists, it will be rotated as seen 114 eStore Solution Stack™ Version 3.0 Users Guide in the third column lower section, used for displaying a list of quotes. The third column, first block contains a Section “Mailing List Signup” control. When adding the Mailing List Signup element, you will be prompted to select the associated public mailing list which will be used for signup. Click the Up or Down arrows to move the element up or down in order. Click the Edit button to view the settings for the corresponding element. Click Delete to remove the content element permanently. Figure 4-92 Homepage Content as Viewed on Store 115 eStore Solution Stack™ Version 3.0 Users Guide 4.4.1.1. Category Grid A Category Grid is a content element that will display selected category images in a grid based off the number of columns and images assigned to the category grid. To add images to a category, refer to the Edit Category topic in the figure “New Category Grid” shows the initial configuration element when creating a new category grid from the drop down list of available category elements. We'll build a new category grid containing three columns of category images. Figure 4-93 New Category Grid Click OK after setting the number of columns, and then we'll edit the category grid from the content page and specify the category images to display. The figure “Category Grid Element”, below shows the new category list we just created in the center column of our homepage content. Figure 4-94 Category Grid Element Next, click the Edit button in the Category Grid element to configure the associated categories. Ensure you have images assigned to the categories, if not, read how to add images to categories in the Edit Category topic. After clicking Edit, click the New button as shown in the figure “New Category Grid” above to add a category assignment to the category grid. Repeat this procedure to add all desired categories to display in the grid. The figure “Category Assignments” below shows the assignment of three categories to display in the category grid. 116 eStore Solution Stack™ Version 3.0 Users Guide Figure 4-95 Category Assignments Figure “Category Grid on home page” below shows the category grid displayed on our homepage. The category grid is configured to be a maximum of three columns in this example; therefore additional category assignments would wrap to the next row and continue to display three columns of n rows until all categories are displayed. Figure 4-96 Category Grid on Home Page 117 eStore Solution Stack™ Version 3.0 Users Guide 4.4.1.2. Category Lists A category list displays a vertical list of links to categories. The category list will automatically show the depth of categories limited by the number set in the Section “Category and Search” area. The figure “Category List on Homepage” shows the category list on the homepage, then again in the figure “Category List after "MP3 Players" clicked” when a category is clicked showing the list updating to show the next level of sub-categories. Figure 4-97 Category List on Home Page Figure 4-98 Category List after 'MP3 Players' clicked 4.4.1.2.1. Category List 2 The Category List 2 is similar to the Category List 1, however this list expands to subcategories and keeps the parent categories displayed. 4.4.1.2.2. Category Rotator A category rotator will rotate assigned category images with each visit to the page containing the category rotator. To learn about assigning images to display in a category rotator, read the Edit Category topic. The figure “Creating a new Category Rotator” below shows the dialog when clicking the New button above the content element drop down. 118 eStore Solution Stack™ Version 3.0 Users Guide Figure 4-99 Creating a New Category Rotator After creating a new category rotator, click OK to save the content element. Then click the Edit button in the element to assign category items to the list to be rotated, as shown in the figure “Category Rotator Category Assignments” below. Figure 4-100 Category Rotator Category Assignment Figure “Category Rotator Category Assignments” shows the three categories we want to rotate on our homepage which is where we added this category rotator. The rotator will display one category image at a time, and will change with each viewing of the home page. We placed our category rotator to rotate category images on the lower left of our homepage, as indicated in the homepage content layout area, Figure “Category list on Homepage Content” below. 119 eStore Solution Stack™ Version 3.0 Users Guide Figure 4-101 Category List on Homepage Content Figure “Category Rotator Live” shows our category rotator in action on home page. 4.4.1.2.3. Category Rotator Live Figure 4-102 Category Rotator Live 4.4.1.2.4. HTML Rotator The HTML rotator will rotate HTML items that change with every viewing of the page containing the HTML rotator. To add an HTML rotator: 120 eStore Solution Stack™ Version 3.0 Users Guide Figure 4-103 Two HTML Elements to be Rotated 1. 2. 3. 4. Click the New button above the drop down with HTML Rotator selected. Click OK to save the new HTML rotator To add HTML elements, click the Edit button Click edit in the content page view to edit the elements of the HTML rotator. In the example displayed in Figure “Two HTML elements to be rotated” below, two sample HTML elements are added that will be rotated with each view of the content page holding the HTML rotator element. The figure “HTML code element definition” displays the HTML code to generate one of the HTML elements. Rotation of elements is random and depends on browser cache and page views. Figure 4-104 Two HTML Elements to be Rotated 121 eStore Solution Stack™ Version 3.0 Users Guide Figure 4-105 HTML Code Element Definition 122 eStore Solution Stack™ Version 3.0 Users Guide 4.4.1.2.5. Mailing List Signup A mailing list signup element can be added and associated to a selected mailing list from available public mailing lists. Click the New button above the content element drop down selector with Mailing List Signup selected as the new item to create. Figure “Creating Mailing List Signup Control” shows the assignment of the mailing list to the mailing list signup element. 4-106 Mailing List Signup 4-107 Mail List Control on Home Page 4.4.1.2.6. Product Grid A product grid element is just like the category grid. However, the display shows product images instead of category images. 1. Click the New button above the drop down selector with Product Grid selected. The figure “Product Grid Column Configuration” shown below displays the configuration to set the number of columns of product images to display. 4-108 Product Grid Column Configuration 123 eStore Solution Stack™ Version 3.0 Users Guide 2. After specifying the number of columns, click OK 3. Click the Edit button within the new element to add new product image items to the product grid as shown in the figure “List of Assigned Products.” 4-109 List of Assigned Products 4-110 Product Grid on Home Page Example 124 eStore Solution Stack™ Version 3.0 Users Guide 4.4.1.2.7. Product Rotator A product rotator element will rotate the display of assigned product images displaying one image rotated with each view of the page holding the content element. 1. Click the New button above the product rotator selected in the element drop down 2. In the product rotator new dialog, click the New button to add items (products) to be rotated. 4-111 New Product Rotator 4-112 Product Item Assignments 3. After configuring the product rotator, the new rotator content block will appear on the content page assigned. The figure “Product Item Assignments” below shows the new product rotator placed on the lower right side of our home page 125 eStore Solution Stack™ Version 3.0 Users Guide 4-113 Product Item Assignments 126 eStore Solution Stack™ Version 3.0 Users Guide 4.4.1.2.8. Search Box The search box content element can be added by clicking the New button above the content element drop down with Search Box selected. There are no configuration items required. Simply add the search box to the location desired. . The figure “Search Content Element” shows placement of a search box on the left side of the content page. 4-114 Search Content Element 127 eStore Solution Stack™ Version 3.0 Users Guide 4.4.1.3. Category Page This area is used to build the left side column of a category display page. A category display page is shown when a category is clicked either on the top category list (if available) or a category link in a Category List or Category Grid control. As shown in the accompanying figure, the left column of the store contains a Category List control and a search box. The figure displays the layout on a product page viewed by the shopper. 4-115Admin Designed - Category Page Side Content 4-116 Category Side Content on Store 128 eStore Solution Stack™ Version 3.0 Users Guide 4.4.2. Product Page This area is used to build the left side column of a product display page. As shown in Figure “Product Page Side Content Designer” below, the left column of the store contains a Category List control and a search box. The figure “Product View on Store” displays the layout on a product page viewed by the shopper. 4-117 Product Page Side Content Designer 4-118 Product View on Store 129 eStore Solution Stack™ Version 3.0 Users Guide 4.4.3. Store Information This area is self-explanatory and is displayed in the customer service area of the store. The copyright line will be displayed in the footer of the site. Do not prefix with a © symbol as one will be prefixed automatically for you. 4-119 Store Information 4-120 Customer Service Information as Displayed on Store 130 eStore Solution Stack™ Version 3.0 Users Guide 4.4.3.1. Store Logo Use this area to configure the logo for your business. The logo will be displayed on the top left of the site as well as in e-mail correspondence. When specifying a logo, test the appearance on the site and e-mails and keep the file size, image size, and colors consistent with the theme. 4-121 Store Logo 4.4.3.2. Store Meta Tags Meta tags can be assigned at the Store level, Category level, and for each individual product. Enter Meta keywords and description for the store in the editor as shown in the figure “Store Meta Tag Editor” above. Meta tags will be displayed and updated in a descending order of available meta tags. If the main page is displayed, the Store Meta Tags are used, if a category is displayed, and the category contains meta tag information, the categories meta tags will be used. Subsequently, if the Meta tag information has been defined for a product and a product detail is being viewed (e.g. crawled by search engines), the meta tags for the target product will be used. 4-122 Store Meta Tag Editor This system provides flexibility for search engine optimization of the store. 131 eStore Solution Stack™ Version 3.0 Users Guide 4.4.4. Help/FAQ When a shopper clicks on the customer service link, a menu of available resources are displayed on the left side of the screen, as shown in the figure “Customer Service Links” below. 4-123 Customer Service Links A shopper can click the Help link and a list of Frequently Asked Questions is displayed as configured in this merchant area. Create as many questions that shoppers may have then enter the answer to the question. The questions will appear as links. When clicked, the answer displays as shown in the figure “Sample FAQ Question with Answer Displayed” below. 4-124 Sample FAQ Question with Answer Displayed 132 eStore Solution Stack™ Version 3.0 Users Guide 4-125 Admin List of FAQ Click New to create new Question/Answer pairs, or Edit to edit an existing item. 4-126 Help Question Editor 133 eStore Solution Stack™ Version 3.0 Users Guide 4.4.5. Privacy Policy The Privacy Policy area allows content pertinent to the business privacy policy. Each section of the privacy policy is a separate unique section with a title header and content below. The figure “Sample Privacy Policy” below shows the sample privacy policy that ships as an example only for use with a new store. Be sure to replace this with the businesses approved privacy policy. 4-127 Sample Privacy Policy To create a new Privacy Policy section, click the New button in the lower left. To edit an existing section, click the Edit button for that section Click Delete to delete the section Click the up/down arrows in the far right to modify the section order. If you do not wish to have a section header (bold text in example above), leave the header field blank. The figure “Privacy Section Designer” shows the simple section editor to add/edit sections. 134 eStore Solution Stack™ Version 3.0 Users Guide 4-128 Privacy Section Designer The privacy policy link is presented to the shopper when clicking the customer service link as shown in the Privacy Policy link in Customer Service figure shown below. 4-129 Privacy Policy in Customer Service Area 135 eStore Solution Stack™ Version 3.0 Users Guide 4.4.6. Returns The customer service link provides policy and customer service related information. The link at the bottom of the list in the accompanying figure will present the shopper with return policy information, and if a return form is enabled in the Section “Returns” area, a return form will be provided to process the return as shown in the figure “Return Request Form” below. 4-130 Returns Link in Customer Service Menu 4-131 Return Request Form 136 eStore Solution Stack™ Version 3.0 Users Guide In the merchant area, you can control whether or not the return form is displayed, and edit the header text, policy items (as shown in the figure “Return Policy Items at Bottom of Page” below) and the message returned to the shopper after a request form is submitted. 4-132 Return Policy Editor 4-133 Return Policy Items at Bottom of Page 4.4.7. Shipping Policy When a shippable product is ordered, the store will present estimated shipping charges to the customer. As shown in Figure “Highlighted Shipping Link during Checkout Process” below, a link is provided to display a popup window of shipping policies. Policies can be edited in the policy editor as shown in the figure “Content of Popup Window when Link Clicked” below. 137 eStore Solution Stack™ Version 3.0 Users Guide 4-134 Shipping Link During Checkout Process 4-135 Edit Shipping Policy 4.4.8. Terms and Conditions Terms and conditions can be edited to be viewed when a shopper clicks the link in the customer service page as shown in the figure “Terms and Conditions Link” below. 4-136 Terms and Conditions You can also set a requirement that the shopper must mark a checkbox, as shown in the figure “Terms and Conditions Link at Checkout (highlighted)” below, stating they have read and agree to the terms and conditions. A link will also be provided to view the terms and conditions opened in a new window. Edit the terms and conditions as shown below in the Terms and Conditions editor. Check the checkbox to Require Agreement at checkout. 138 eStore Solution Stack™ Version 3.0 Users Guide 4-137 Terms and Conditions Editor 4.4.9. E-mail Messages The Email Message link in the content manager area allows customization of the template messages that are sent in response to different events with the store. You can edit any of the five e-mail templates by clicking the edit button as shown in the figure “E-mail Message Templates” above. The figure “E-mail Template Editor” shows the e-mail template editor when clicking the New Order Receipt E-mail Edit button. Any of these e-mail types can be easily disabled by marking the adjacent checkbox. BACK 4-138 E-mail Message Templates 139 eStore Solution Stack™ Version 3.0 Users Guide 4-139 E-Mail Template Editor Depending on the e-mail template, different sections are available for edit. At the top of each template editor, choose the sending format of the message, HTML or Text. HTML e-mails can be richer in content and take advantage of HTML formatting, however, some clients using older e-mail software may not be able to read the message. If concerned about e-mail compatibility, you may want to consider using text messages, however, most users can accept HTML e-mail messages now. Enter the HTML sections as shown above. Do not include HTML or BODY tags, NODUS ESTORE SOLUTION STACK will create the HTML formatting template for you. Only include the sections as if you were building the content inside a BODY tag of a web page, as demonstrated in Figure “E-mail Template Editor” above. NODUS ESTORE SOLUTION STACK uses "replacement variables" as indicated at the bottom of the template. Each replacement variable such as [[logo]] will be replaced with the information as described to the right of the indicated replacement variable, your company's logo that was uploaded earlier. Notice the subject line has the following text "Order receipt for order [[ordernumber]]". When the 140 eStore Solution Stack™ Version 3.0 Users Guide e-mail is sent, the replacement variable will be changed from [[ordernumber]] to the actual order number of the processing order. The ability to construct e-mail templates with replacement variables gives you, the merchant, full flexibility in personalizing the theme of messages sent in response to actions of the store. Providing the merchant the tools to create a professional and customized image is our focus with the system provided here. 141 eStore Solution Stack™ Version 3.0 Users Guide 4.4.10. Custom Pages Customer pages provide the powerful capability of adding web pages to the store using the included content editor. Custom pages can automatically show links in the footer menu and navigate to the new web page showing the content as provided in the editor such as in Figure “Example of a Custom Page” below. When clicking the Custom Pages menu item in the Content side menu, a list will appear of custom pages you created. Click the Edit button to edit the selected custom page, delete to remove it, or New to add a new custom page. 4-140 Custom Page List 4-141 Custom Page Example IN the example above, we created a new link for the footer so our shoppers can view newsletters. The link will appear in the bottom (footer) menu as indicated by placing a checkbox in "Show in Bottom Menu". The figure “New Custom Page Example” shows the link as it will appear in the footer and the page is displayed once clicked. 142 eStore Solution Stack™ Version 3.0 Users Guide 4-142 New Custom Page Example 143 eStore Solution Stack™ Version 3.0 Users Guide 4.4.11. Open/Close Store From time to time, there may be a reason to close the store, whether for system upgrades, inventory updates, product configuration changes, etc. To prevent customers from shopping during an upgrade process, such as server maintenance, graphics changes, you can close the store and inform the shoppers that the store is temporarily closed and when to return. Having a friendly "closed sign" will help shoppers understand that your business is reliable and you are simply performing required upgrades. 4-143 Closed Store View To close the store and control the message displayed to shoppers, click the Open/Close Store menu link in the Content area. Enter a HTML formatted message (HTML and BODY tags not required) as shown in the default example in Figure “Store Closed Message”. To close the store, check the "Close Store" checkbox. To reopen the store, clear the checkbox and click Save Changes to commit the changes. 144 eStore Solution Stack™ Version 3.0 Users Guide 4-144 Closed Store Message NOTE: If you close the browser and return, go to http://yourstoredomain/bvadmin/login.aspx to login and update the store status. 145 eStore Solution Stack™ Version 3.0 Users Guide 4.5. Orders 4.5.1. Order Manager 4-145 Order Status Key The Order Status Key provides a graphical help guide for determining the status of an order. Each order within the Order Manager has a status code indicator that can be used to quickly determine the status of an order. These status code indicators are color coded according to the Order Status Key. A tool tip can also be used to determine the status of an order by rolling the mouse over one of the status codes. 4-146 Order Manager The Order Manager will display orders from newest to oldest in descending order. You can use the "All", "Problem", "Voided", and "Submitted" buttons located above orders to filter the order list respectively. You can also use the "Date Range" drop down list to filter orders by the date range specified. 146 eStore Solution Stack™ Version 3.0 Users Guide The "Void Selected Orders" button on the All page and the "Resubmit All Checked Orders" button on the Problem page located at the bottom of the order list are used in correlation with the checkboxes located to the left of each order. The checkbox allows you to select a single order or multiple orders for quick action. Select an orders checkbox and use these buttons to void an order, or resubmit an order. If an order is marked as a problem order you are given the option to view or edit the XML from the action list, giving you a change to correct the problem order. You can also view the details of the order form the action list. 4-147 View Order Details (top) The View Order Details page gives the user the ability to view detailed information about the customers purchase. This page can be accessed by directly clicking on the order, or by using the Action List from the Order Manager menu. 147 eStore Solution Stack™ Version 3.0 Users Guide 4-148 View Order Details (bottom) The bottom portion of the Order Details page provides detailed information about a user, and the user's transaction. You can view the customers IP address, Host IP address, or the user's browser information. Credit Card authorization notes or responses from the payment gateway on authorization statuses such as declines will also appear in this area. Admin notes can be added and viewed immediately by other admin users. From the action list, you have the option of editing or viewing the xml of the order, marking the order as completed or ‘as shipped.’ 148 eStore Solution Stack™ Version 3.0 Users Guide 4.5.1.1. Order XML When an order fails to submit to Great Plains, it is marked as a problem order. Once it is a problem order, eSSS gives you the opportunity to edit or view the XML of the order. Sometimes an order can become a problem order if the back office server fails to respond. In this case, you should use the button on the main order manager screen to resubmit a large number of orders. 4-149 XML View To see the error message, try resubmitting, and based on the error message returned, edit the XML to try to resolve the problem. If the order has been successfully edited, a message appears confirming that the order is now in Great Plains. Usually, you will not have to go to this screen. After the store has become integrated, orders should flow directly to Great Plains. 149 eStore Solution Stack™ Version 3.0 Users Guide 4.5.1.2. Search Orders To search for orders, navigate to Search Orders > Find Orders and enter search criteria in field as shown in the accompanying figure “Find Orders System.” To retrieve all orders, click the Search button with the defaults displayed. Once search results are retrieved, information such as “Order#, User, Total, Time, Ref#” is displayed. 4-150 Find Orders System 4-151 Search Results in Find Orders Orders are displayed in descending order by date. Click the Details button to view order details. If payment has not been collected, such as in a scenario of a credit card system set to authorize, then Capture payment can be processed by clicking the Receive Payment button. If an order has shippable items, click the Ship Items button to process payment (if required) and ship items. Confirmation e-mails finalizing the sale are also sent. 150 eStore Solution Stack™ Version 3.0 Users Guide 4.5.1.3. Customer Information Customer information for XML data is held in this location. I f any XML data needs to be changed, choose View or Edit XML from the drop list and click on the adjacent arrow. To delete the customer XML data, choose Delete from the drop list and click on the adjacent arrow. If View or Edit XML is chosen, the data can be changed. Click the Resubmit button to make the change. If the Resubmit button is clicked without making any changes, the Output box will let the user know if the data has been successfully sent to the Great Plains database. If unsuccessful, an error message explaining the nature of the problem is displayed. Figure 4-152 Customer Information 151 eStore Solution Stack™ Version 3.0 Users Guide Figure 4-153 Customer Information Edit 152 eStore Solution Stack™ Version 3.0 Users Guide 4.6. Reports The BV Commerce 2004 shopping cart comes with several different reporting functions. This section describes how to use each reporting function. After reading this section, you will know: How to view monthly and daily sales How to view sales by promotion, or affiliate How to view top products, and/or customer 4.6.1. Monthly Sales The Monthly sales report shows a graphical display of orders for the selected month as well as a detailed day-by-day list of sales on a everyday basis containing the number of orders and daily total. Click the Details button to display the order details by "drilling down" into the selected day. Select the month and year value at the top of the area to set the target data, click the Next button to advance to the next month, or click the Previous button to move to the prior month. 4.6.2. Daily Sales Daily sales reports are similar to monthly reports with the exception that only one day at a time is viewed. The details button shows information regarding the corresponding order. The Order Details screen displays all information for the corresponding order and allows operations such as: Printing Marking the order as Not Paid Sending status e-mails to the customer 4.6.3. Sales Promotion Sales by Promotion allows filtering sales based on promotional codes. Select the promotion code from the drop down list then click the OK button to recall orders placed using the selected promotional code. 153 eStore Solution Stack™ Version 3.0 Users Guide 4.6.4. Sales by Affiliate Select the affiliate from the drop down list and the appropriate date filter then click Refresh to display orders associated with the selected affiliate. 4-154 Monthly Affiliate Report 4.6.5. Top Products Click the Today, This Month, or This Year button to display top selling products for the quick filtered time frame. If you would like to narrow the date filter criteria, select a start and end date then click OK to show the top products for the manually entered date filter. 4-155 Top Selling Products 4.6.6. Top Customers Top Customers are displayed in the same manner as Top Products. Click the Today, This Month, or This Year button at the top for quick date filter settings, or set a start and ending date then click OK to manually filter data on top customers. 154 eStore Solution Stack™ Version 3.0 Users Guide 4.7. Settings There are a number of settings that you can set to control or define the BV Commerce shopping cart. Many of the settings here only need to be configured once, during the initial setup of the shopping cart. After reading this section you will understand what functionalities can be changed in the shopping cart. 4.7.1. General Options The general options area allows for configuration of overall store specific settings. The following outlines the description of each setting. Figure 4-156 General Options Settings #1 155 eStore Solution Stack™ Version 3.0 Users Guide Figure 4-157 General Settings #2 Setting Description Home Country Set the Country in which your business resides. The drop down list will be populated by countries configured in the Settings...Countries area. Setting the country will change the formatting of locale (culture) specific formats such as currency. Show Product Image in If checked, the image associated to the product images collection will be Cart used in the cart list. Small Product Image Size 156 Sets the default size for small images. If the "Force Image Product Sizes" is checked, this size will be used to display small image placeholders. BV Commerce 2004 will automatically resize small image assignments to this size. eStore Solution Stack™ Version 3.0 Users Guide Setting Description Medium Product Image Size The default size for medium product images. If "Force Image Product Sizes" is checked, product images will be resized automatically by BV Commerce 2004. Tiny Product Image Size The default size for cart images. Product images will automatically be resized to this size for use in the cart display, if "Show Product Image in Cart" is enabled. Force Image Product Sizes If checked, NODUS ESTORE SOLUTION STACK will automatically handle resizing of the source image to comply with the Product Image sizes set. Show Powered By icon in footer If checked, the "Sell more with bv software" logo will appear in the footer of all pages. The image will be hyperlinked with the BV Software affiliate ID to credit you with any referral sales. BV Software Affiliate ID Sign-up to be a BV Software affiliate and receive an ID to place in this field. When entered, the Powered By logo in the footer, if opted to display, will be linked with your affiliate ID. Show Cart Totals in Header? If checked, keeps a running total of the items the shopper added to the shopping cart. Site Cookie Name A unique cookie name for your business to track information required by BV Commerce 2004. Allow Personalized Themes If checked, allows shoppers to select the theme to use in the "Your Account" area of the site. A "Themes" link will appear in the list of links on the left side of the page. Allow Affiliate Themes? If checked, gives the option of choosing different color schemes for the web page store. Show Wish List on Cart Page If checked, any wish list items will appear below the shopping cart. Allow Gift Wrapping in Cart Enables display of "Gift" checkbox in cart. If checked, Gift Wrap price will be added to the checkout total. Gift Wrap Charge Per Item Fixed rate gift wrap per item, will display above cart total. Charge Tax on Gift Wrapping? If enabled, the Gift Wrapping charge will also be included in the tax amount charged to the customer. Charge Tax on Handling? BACK If checked, will activate charging tax on product handling fees. 157 eStore Solution Stack™ Version 3.0 Users Guide Setting Description Charge Tax on NonShipping Item? If checked, tax will be charged on non-shipping items. Show Expected Ship Date for Back Order? If checked, an anticipated ship date for back-ordered products is shown Remember Carts for Anonymous Users? If enabled, the store will remember items added to the carts of users who are not logged in. If this user returns to the store, the items they added to their cart will automatically return to their shopping cart. The carts are also stored in a persistent cookie on the anonymous user's system. Disable Product Caching? To improve performance, products are "cached" or stored in memory on the web server for a short time. When a customer views a cached product the information is pulled from the memory on the web server instead of having to go retrieve it from the database which is much slower. Disabling the product caching allows you to quickly change prices and product information but is not recommended for most stores. Force Upper-Case for Addresses? This option automatically forces upper-case lettering when a user/customer enters their address. Require sign in before browsing store? This feature will require a log-in before the customer is able to browse the e-store. Disable new user registration? If checked, new user registration is inactivated. Use Point System? This enables a Great Plains feature that distributes point awards. When this feature is active, ONLY points can be used to pay for products. No credit cards or ECheck payment is accepted. Display Item’s Inventory and BackOrder Qty to Customer? BACK Checking this box will allow a customer to view a product’s inventory level and the back order quantity. Send Order Confirmation to Salesperson? When enabled, the sales person is sent a sales confirmation e-mail when an order is processed. This confirmation is also sent to the customer. Activate Opt-in at order submitting? This feature gives customers the option to join a mailing list for the web site that they just ordered from. URL Rewrite with: BACK The drop list provides an option to use either a Product ID number or a Product Name as a URL file extension. 158 eStore Solution Stack™ Version 3.0 Users Guide Setting Description Default Store Page Load BACK Choose a page from the drop list to be the default page on the Store web site when a customer logs on Allow shipping to PO Box/APO/FPO address? Provides shipping options to a variety of location types. Display # of orders per page in order history Controls the number of orders displayed on a web page in the order history. Google Analytics BACK Adds script procedure from Google to enable Google Analytics. 159 eStore Solution Stack™ Version 3.0 Users Guide 4.7.2. Address Options During the checkout process, BV Commerce 2004 will present fields to the shopper to be filled out to complete the order. Use the configuration settings as shown above in Figure “Address Options” to determine which fields are displayed, and the fields that are required to continue with the checkout process. 4-158 Address Options 160 eStore Solution Stack™ Version 3.0 Users Guide 4.7.3. Affiliates Extend rewards to affiliates by offering commissions for referring business to the store. When the "Enable Sign-up Form" option is checked, an Affiliate Program link will appear in the customer service page as displayed in Figure “Affiliate Link” below. The figure “Affiliate Options” below shows the available settings in configuring the affiliate settings for the store. 4-159 Affiliate Options 161 eStore Solution Stack™ Version 3.0 Users Guide 4.7.3.1. Affiliates Options Setting Description Enable Sign-up Form If checked, the Affiliate Program link will appear in customer service form as shown in the Affiliate Link accompanying figure. Affiliate Commission Type Choose between Flat Rate or Percentage of Sale commission. Your Affiliate Commission Enter the value of the commission. Affiliate Referral Days The number of days a cookie will persist on the shopper’s computer. Should a shopper use an affiliate link to visit the store, leave, come back another day and enter the store via the normal site URL (non-affiliate link), the affiliate will still receive affiliate commission if within this time period. Affiliate Conflict Resolution This feature handles referral commission issues. Affiliate 1 provides John Shopper his affiliate URL, John S. visits the store but doesn't purchase. A cookie will persist on John's system so if he returns to the store without an affiliate link, Affiliate 1 will receive affiliate commissions. However, if Affiliate 2 sends John Shopper an affiliate URL with Affiliate 2's ID and John S. visits the store, this setting determines which affiliate will get affiliate credit. If "Favor Old Affiliate" is set, Affiliate 1 receives the commission. If "Favor New Affiliate" is set, Affiliate 2, i.e. the most recent affiliate ID used will receive the referral commission. Affiliate ID Query String Set the Query String parameter so that the store checks in the URL string Name containing the affiliate ID issued to affiliates. The default is "affid" however this can be changed, such as "eid" for Employee ID, "ref" for referral ID, etc. This setting is to allow discrete use of affiliate IDs so shoppers are not aware of the referral commission the supplier of the URL may provide. Affiliate Introduction Text When a shopper clicks the "Affiliate Program" link in the left side menu of the Customer Service area, a welcome message is displayed above the "Join the Affiliate Program" link as shown in the accompanying figure. Affiliate Terms Enter the terms and conditions relative to your affiliate program. A link will appear as shown in the bottom of the “Affiliate Program Sign-up form” below to allow prospective affiliates the option to read prior to joining. 162 eStore Solution Stack™ Version 3.0 Users Guide 4-160 Affiliate Link 163 eStore Solution Stack™ Version 3.0 Users Guide 4.7.4. Category and Search The above options allow you to define how categories are displayed and searching occurs on the store. Each option is described in the following table. 4-161 Category and Search Option 164 eStore Solution Stack™ Version 3.0 Users Guide 4.7.4.1. Category and Search Options Setting Description Show Sub Categories in product grids? If checked, category images for sub-categories will appear below the product image. Show home link in category tree If checked, Home is the as top category link to return to the store's home page. Show Categories Tabs in Header? If checked, categories will be listed as tabs across the top of pages. If the checkbox is cleared, tabs will be suppressed. Enable Wild Card Search? BACK If checked, allows the use of an asterisk (*) as a single or multiple character wild card search term or a question mark (?) as a single character wild card term. Tabs per row Controls the number of tabs displayed per row before tabs are wrapped to the next row. Rows are filled from the bottom up. Pager Prefix For items such as search results, a paging line may appear, if necessary. Enter a value for the prefix to the pager line. Pager Spacer Same as above, except this value is used to create a text item such as a | to separate paging values. For example: 1 | 2 | 3 | 4, or if entering a comma "," it would be 1, 2, 3, 4. Pager Suffix Similar to the Pager Prefix except this is the trailing text such as "Results found". Next Page Text Indicator to navigate to Next set of results. Last Page Text Indicator to move to Last set of results available. Show Next/Last Links? If checked, the Next Page and Last Page indicators allow result navigation. Show Search Results as Determines the layout of the results in a search query. If "Grid" is selected then the layout displays product images in the specified grid size configured below this setting. If "List" is selected then the layout displays a list of products without images. Search Results Grid Size Defines the layout of the search results. Flag products as "new" New products created within the defined number of days (default of 60) will have a "NewProduct.gif" image super-imposed on the upper left of the product image. This is useful to present shoppers items are new to your catalog. If setting up a new store, we recommend that this option is unchecked; otherwise all inventory items are listed as new. You may want to turn this feature back on after the initial product line is no longer flagged as new. 165 eStore Solution Stack™ Version 3.0 Users Guide 4.7.5. Countries and States/Regions By default, the four enabled countries are: United States, United Kingdom, Canada, and Spain. Other countries that the store can accept orders for may be enabled by checking the checkbox for the corresponding country. Click the States/Regions button to view or edit items for the corresponding country. Figure 4-162 Country Settings 166 eStore Solution Stack™ Version 3.0 Users Guide 4-163 Country/States/Regions Configuration 167 eStore Solution Stack™ Version 3.0 Users Guide 4.7.6. Gift Certificates If you would like to sell gift certificates, mark the checkbox next to "Gift Certificates Available?" which is set as ON by default. 4-164 Gift Certificate Settings In Great Plains, we will need to have a “GIFTCERTIFICATE” Credit Card Name and a “GIFTCERTIFICATE” Inventory Item set up under the same account number. This account number could be a newly-created account or an existing account. A single unique account will allow for easy reconciliation. For the Credit Card name, go to Tools > Setup > Company > Credit Cards and set up the “GIFTCERTIFICATE” Card Name as a Charge Card using the created/selected account number. 4-165 Gift Certificate Credit Card Setup in GP 168 eStore Solution Stack™ Version 3.0 Users Guide Figure 4-166 Gift Certificate Item Setup in GP For the Inventory Item, go to Cards > Inventory > Item and set up an Inventory Item for “GIFTCERTIFICATE” and under Accounts, change the account in Sales with the selected/created account number. This Inventory Item must also set up all the available Price Levels and Unit of Measure (Cards > Inventory > Price List) set up to allow Great Plains order entry. To ensure that the recipient receives their gift certificate e-mail the “From:” field on the Gift Certificate Message page must contain an email address. 169 eStore Solution Stack™ Version 3.0 Users Guide 4-167 Gift Certificate Entry 4-168 Gift Certificates in Customer Service Area To purchase a gift certificate as a user, go to Customer Service page of the store and click on the “Gift Certificate” link, select a gift certificate amount and add it to the Shopping Cart. After checkout, a gift certificate code will be issued and emailed to the user’s registered email which can be presented as a gift and used on the store for subsequent visits of any shopper holding the certificate code. 170 eStore Solution Stack™ Version 3.0 Users Guide 4-169 Gift Certificate Code Entry On the payment page of the checkout process, gift certificate codes can be entered that will deduct from the cart total. 171 eStore Solution Stack™ Version 3.0 Users Guide 4.7.7. Inventory Settings If the store tracks inventory, enter an e-mail address and a repeat interval, in hours, to have low stock notices sent. Leave the e-mail address field blank if you do not want low stock notices sent. Click the "Send Report Now" to immediately send a low stock notice report to the recipient. 4-170 Inventory Settings Other inventory features include: A custom back order message can be created in the Global Back-Ordered Message text box. There is no character limit for the message. BACK If you don’t want to track inventory, select the Disable Inventory Tracking checkbox. Strict Inventory allows the store to remove items from inventory when a user/customer adds an item to the cart. Optionally you may disable this feature by clicking the Disable Strict Inventory, in which case items will only be removed from inventory when orders are saved. 172 eStore Solution Stack™ Version 3.0 Users Guide 4.7.8. Mail Settings Configure the mail server to use if the mail server on the local server will not be the default for use. Enter the SMTP server name in the "Mail Server" field. If the mail server requires outgoing authentication, enter the username and password for the required authentication. Test messages can be sent using the To: field at the bottom. Click “Save Changes” to commit the new settings then click OK to send a test message. 4-171 Mail Settings 173 eStore Solution Stack™ Version 3.0 Users Guide 4.7.8.1. Order Options Order options allow you to define settings for orders on the shopping cart. Each option is described in the accompanying table and graphic. Figure 4-172 Order Options Setting Description Minimum Quantity Set the minimum quantity required to complete an order. Quantity Limit Set the maximum quantity allowed per order. Minimum Amount Set the minimum amount required to process an order. Amount Limit Set the maximum amount which can be ordered. Allow $0.00 Orders Allows orders of products with no pricing (example, free offers but you require a checkout process of the order). Show requested ship date If checked, on the payment entry screen a requested ship date entry screen will come up. 174 eStore Solution Stack™ Version 3.0 Users Guide Setting Description Send e-mail When New Orders Arrive If checked, the recipient address set will receive an order notification. Multiple addresses can be separated by a comma Last Order Number Sets the starting order number for the next order. Indicate the last order number the store assigned to base the calculation for the next issued order number. Increase each order number by a random number between Controls how new order number are generated. In this example above, order numbers will be incremented by 1. A random number can be used to randomize order number generation by adding the random value between the set limits to the last order number. Show Special Instructions Field at Checkout? If checked, displays a multi-row entry box for shoppers to enter special instructions, if any during checkout. Allow Multiple Shipping If checked, gives the customer the ability to enter multiple shipping addresses Addresses? for each shopping cart item. Run order clean up every Sets the duration for order clean up. Clean up carts older than For shoppers that added items to their cart, the cart contents will attempt to be restored when the shopper signs in the next visit. A shopper may not return and therefore a cleanup process is run every X days to purge the old data. This value sets the number of days a cleanup is run to purge old cart data. Clear CC numbers from completed orders older than This setting determines when the drop shipper e-mail fires off to the vendor/manufacturer. If not selected, drop shippers e-mails will be sent when the customer's credit card is charged. Otherwise it will be sent when it's authorized. Send drop shipper notices on authorization instead of on charge New products created within the defined number of days (default of 60) will have a "NewProduct.gif" image super-imposed on the upper left of the product image. This is useful to present shoppers items that are new to your catalog. If you are setting up a new store, we recommend that this option is unchecked; otherwise all inventory items will be listed as new. You may want to turn this feature back on after the initial product line is no longer flagged as new. Default Order Manager Date Range This drop down list gives you nine different date range options for displaying orders in the order manager. 175 eStore Solution Stack™ Version 3.0 Users Guide 4.7.9. Payments The eSSS shopping cart offers many payment options such as online and offline credit card processing, PayPal payments, Purchase Orders, Telephone/Email, Fax, Email, and Check by Mail options. Configure the payment settings as shown providing description and instruction information as required. 4-173 Payment Options (top) 176 eStore Solution Stack™ Version 3.0 Users Guide 4-174 Payment Options (bottom) 177 eStore Solution Stack™ Version 3.0 Users Guide 4.7.9.1. Credit Card Payments To accept credit card payments, mark the checkbox for cards accepted by the store. Credit card orders can be handled in two methods: 4.7.9.1.1. Pre-authorize Cards at Checkout (Charge when shipped) - When a shopper places their order, the store will get an authorization from the credit card company. If the funds are available, the order will proceed with processing. This scenario is typical of businesses complying with credit card rules not allowing credit cards to be charged until the order is ready for shipment. 4.7.9.1.2. Charge Full Amount to Cards at Checkout If selected, the credit card will be charged the full amount at the time of checkout. If the credit card sale is approved, the sale will be marked completed. eStore Solution Stack ships with the payment gateways displayed in Figure “Credit Card Processors.” below. Credit card Plug-Ins can simply be copied to the Plug-Ins folder of the store and will be immediately available for processing credit card transactions. To edit a payment processor, click the Edit link at the right-side of the listed gateway. 4-175 Credit Card Processors When editing the Nodus Transaction Server, you have the option of specifying a credit card setup id, an eCheck setup ID, and the option to use AVS. Other credit card plug-ins may have different options. 178 eStore Solution Stack™ Version 3.0 Users Guide 4-176 Editing a Credit Card Processor 179 eStore Solution Stack™ Version 3.0 Users Guide 4.7.9.2. PayPal Payments If accepting PayPal payments, fill up the PayPal Username field with your receiving account’s username and the rest of the fields as desired. There are other initial setup requirements below: In Great Plains, a “PayPal” Credit Card Name must be set up to accommodate the PayPal payments as credit card payments from the store. Go to Tools > Setup > Company > Credit Cards and set up the “PayPal” Card Name as a Bank Card under a desired Checkbook name. 4-177 PayPal Credit Card Name The receiving PayPal account’s Instant Payment Notification also needs to be activated for the Store Site. This would be for PayPal to notify the Store that the payment has been made for your account. 180 eStore Solution Stack™ Version 3.0 Users Guide 4.7.9.2.1. To Activate 1. 2. 3. 4. 5. Log-in to your PayPal account Click the Profile sub-tab Click the Instant Payment Notification Preferences link in the Selling Preferences column Click Edit Click the checkbox and enter the store’s URL as follows: http://www.mydomain.com/PayPal.aspx where www.mydomain.com is the store’s URL 6. Click Save NOTE: If you are unable to find the Receipt Transaction ID on a PayPal Order, the IPN is not set up correctly. To accept an active, non-Sandbox PayPal account, you will need to disable the Sandbox (Testing) tag in the Web.config file located at the Store’s root directory on the web server. Just open the file and locate this tag: <add key="PaypalSandbox" value="Off"/>. Set the value to “On” if you are still using a Sandbox account and set the value to “Off” if you are using a Live PayPal account. 4-178 PayPal 181 eStore Solution Stack™ Version 3.0 Users Guide 4.7.10. Product Reviews Product reviews provide a method for shoppers to provide their feedback on a particular product. Product reviews can also be manually added in the Customer Reviews area of the Catalog admin section as in the case of accepting feedback via e-mail. Product reviews are configured as shown in figure “Product Reviews” below. 4-179 Product Reviews 4.7.10.1. Product Review Options The following options can be set from the review screen Setting Description Allow Product Reviews? Specifies whether or not customer reviews are allowed. Show Product Reviews on Site? Specifies if customer reviews are displayed. Allow Product Rating Establishes a “star” system for rating products Allow Karma scores Enables a ‘Was This Helpful’ system for rating the review Show How Many Reviews at First? The initial number of reviews shown with the product 182 eStore Solution Stack™ Version 3.0 Users Guide The following is the store web site page that a customer can use to write a review. 4-180 Review Input After a user writes a review, you'll notice a link similar to the following on the to-do page of the admin. Clicking on the link will allow you to approve or deny reviews if you have moderation enabled. 4-181 Moderate Link 183 eStore Solution Stack™ Version 3.0 Users Guide 4.7.11. Returns If "Enable Return Form" is checked, a link will appear in the Customer Service Area to allow a shopper to request a return. Enter the e-mail for the account to receive the e-mail of the request data. 4-182 Return Request Form 184 eStore Solution Stack™ Version 3.0 Users Guide 4.7.12. Shipping This area is to configure the shipping and handling configuration of the store. To configure account settings for shipping carriers, click the button in the lower right, as displayed in Figure “Shipping Carrier Accounts.” below which brings up the carrier account configuration dialogs as shown in the figure “Shipping Configurations” below. 4-183 Shipping carrier Accounts 4-184 Shipping Configurations This area is to configure the shipping and handling configuration of the store. To configure account settings for shipping carriers, click the button in the lower right, as displayed in Figure “Shipping Carrier Accounts.” below which brings up the carrier account configuration dialogs as shown in the figure “Shipping Configurations.” 185 eStore Solution Stack™ Version 3.0 Users Guide 4-185 Shipping Processing Options Shipping Methods can be configured, such as a Per Item shipping method configured in Figure “Creating a Shipping Method.” below. Different shipping levels can be created by clicking the New Level button. Click the Edit button to update the values, cancel or update to undo or commit the changes. Set the Countries and Regions available for shipment method. Click Save Changes when the shipping method and levels have been configured. Setting a Type of BV - [Method] Allows the creation of shipping levels in building custom shipping methods. For carrier specific methods, levels are not available. There are four custom shipping types listed below. By Item Count Allows the merchant to set a charge based on the number of items shipped By Price Allows the merchant to charge a certain amount based on the subtotal of the order By Weight Allows the merchant to charge a certain amount based on the weight of the number of items shipped. By Item Allows the merchant to set a per item charge that is multiplied by the number of items shipped. (e.g. buy 1 item, charge $10/item in shipping, buy 2 items, charge $4.80/item, buy 10 items, charge $0.75/item in shipping). 186 eStore Solution Stack™ Version 3.0 Users Guide Figure 4-186 Shipping Methods 187 eStore Solution Stack™ Version 3.0 Users Guide 4.7.13. Site Terms eStore Solution Stack provides a powerful system for localization and customization with a term/value system. Terms are values used internal to eStore Solution Stack and the value is used as the output for the store. Edit term values to control the output displayed to the shopper when terms interpreted for publishing to the web page. For example, if you were to change "AddressBook" to have a value of "Your Address Book", anytime you now see "Address Book" would now be "Your Address Book." Click the Edit button to edit term values. For those coding their own modifications, Site Terms can be called in code such as: lblTest.Text = Content.SiteTerms.GetTerm (“AddressBook”) In this case, the lblTest would show as an “Address Book” NOTE: It is strongly recommended NOT to delete a factory default term. Only user-defined terms should be deleted if no longer used. 4-187 Site Terms Configuration 188 eStore Solution Stack™ Version 3.0 Users Guide 4.7.14. SSL Configure the Standard Site URL for the store and the URL for SSL mode to be used during encrypted page views. The Secure Site Root URL will be used when the "Use SSL for Checkout" is checked and a shopper enters the checkout process requiring encrypted protection. Be sure to check the SSL checkbox prior to handling credit card orders or any operation requiring SSL operations. If you are handling manual transactions or phone/fax orders, etc. SSL may not be required. You also have the option of using SSL for checkout and credit card pages. In addition, you can also use SSL for all of admin pages. NOTE: Turning the SSL option on for Admin pages and not having a properly configured SSL Certificate can lock you out of the admin. Make sure the SSL Certificate is set up properly before turning this option on. 4-188 SSL Settings 189 eStore Solution Stack™ Version 3.0 Users Guide 4.7.15. Taxes The Tax section allows unlimited taxes to be configured and listed as in Figure “List of Configured Taxes.” above. Click New to add taxes, edit or delete for existing taxes. 4-189 List of Configured Taxes The above settings allow you to define a single tax. The type currently allows you to specify whether this is a sales tax or freight tax. 4-190 Tax Configuration 190 eStore Solution Stack™ Version 3.0 Users Guide 4.7.15.1. Tax Classes You can further setup taxes by assigning certain taxes to tax classes and then assigning these classes to products. 4-191 List of Tax Classes 4.7.15.2. Tax Details Tax details are imported from Great Plains. Click the Import Tax Details from GPS button and the Tax Schedule details will be imported from Great Plains and refresh the details table. BACK To locate the details of a specific set of tax information, enter the Tax Schedule ID in the TaxSchedule ID: box and click the Submit button. Figure 4-192 Tax Details 191 eStore Solution Stack™ Version 3.0 Users Guide 4.7.16. Themes eStore Solution Stack allows the entire store to be "themed" with ease. Currently two themes ship as examples for theme creation. To add themes, create a new folder under "BVThemes". After creating the new folder it will appear as new theme available in the Settings...Themes section. Follow the existing themes as a guide to creating new themes, a powerful system allowing easy design creation of the store, also easily changed such as for seasons and sales. 4-193 Theme Selector Click the Select button to set the desired theme for the store 192 eStore Solution Stack™ Version 3.0 Users Guide 4.7.17. Version Information To aid in troubleshooting, use this area to send information to BV Software's Technical Support. Be sure to include as detailed information as you can provide in the Notes section. Click the Email button to send the information to support. 4-194 Version Information Figure 4-195 Version Information - Bottom 193 eStore Solution Stack™ Version 3.0 Users Guide 4.7.18. Error Log The error log records errors triggered during use of the store and are captured with the advanced exception management system built into the store software. With the advanced error logging system, we are able to assist in any errors that may be occurring. Click the Clear All button to clear the message log to see if an error continues or was a one-time glitch. Information from the error log can be copied and pasted into an e-mail and sent to the support staff. The delete button will clear a single error from the log. 4-196 Error Log 194 eStore Solution Stack™ Version 3.0 Users Guide 4.7.19. Current Application Settings This area provides a read-only list view of the store's settings. 4-197 Current Application Settings 195 eStore Solution Stack™ Version 3.0 Users Guide 4.7.20. Fraud Checks – Banning or Restricting Customer Activity If a customer tries to pass fraudulent checks or behaves in some other improper fashion, BV2004 gives store administrators a security feature that allows the banning of e-mails, IP addresses, and domain names. IP addresses can be obtains from the "Merchant Notes" on the "Order Details" screen. Likewise, the email address/domain name can also be obtained from this screen. Figure 4-198 Fraud Setting 196 eStore Solution Stack™ Version 3.0 Users Guide 4.7.21. Nodus/Great Plains Settings These options allow you to define some of the Nodus integration options. Each option is described in the tables below. The first set of options is generally specific to each web order placed on the store. General Options: All notifications that are not covered in this manual will sent to the address listed in this text box. Figure 4-199 General Options Synchronizer Options: This display is useful to verify the Store ID of what may be one of many store web sites. IMPORTANT: Clicking the Reset link is mandatory if the Store ID has been changed or deleted in Nodus Synchronizer. Figure 4-200 Synchronizer Options 197 eStore Solution Stack™ Version 3.0 Users Guide 4.7.21.1. Order Options Figure 4-201 Order Options Setting Description Order Type ID This field defines the type ID that the web order will go into Great Plains as. The value typed into this field must be a value that is in the Great Plains SOP40200 table. Batch Type There are two options you can set for this setting. Either "Auto-generate Batch ID" or "Specify Batch ID" can be selected. Selecting "Auto-generate Batch ID" will let you type in a prefix and how often you want the batch ID to be generated. Selecting "Specify Batch ID" will allow you to enter a single batch ID to use. Batch Prefix This entry will only appear if you selected "Auto-generate Batch ID" above. This field allows you to enter a prefix you want the batch ID to start with. Batch Frequency This drop down list will only appear if you selected "Auto-generate Batch ID" above. The drop down list contains two options, "Daily" and "Hourly". They determine how often the batch ID is generated 198 eStore Solution Stack™ Version 3.0 Users Guide Setting Description Batch ID This entry will only appear if you selected "Specify Batch ID". This field allows you to enter the batch ID you wish to use. The batch ID is re-used for each web order. Document Prefix This field allows you to enter a prefix that you want the document to start with. Document ID Total Length This field allows you to specify the maximum length of the document ID. If the prefix plus the order number is less then this number, the document ID will be left zero filled. Set Payment Terms ID Select either ‘Do not set’ or ‘Use payment method.’ The ‘Do not set’ option is the default and does not pass in the payment methods on the SOP document. Choosing ‘Use payment method’ populates the Payment Terms on the orders sent to GP when credit card is used or when Purchase Order is used as the payment method. If you choose the ‘Use payment method’ option, the following Payment Terms are used and must already exist in GP: ‘Visa’, ‘MasterCard’, ‘Amex’, ‘DiscoverCard’, and ‘Purchase Order’. 199 eStore Solution Stack™ Version 3.0 Users Guide 4.7.21.2. Customer Options This next set of options are specific to the customer integration of the shopping cart. Figure 4-202 Customer Options Setting Description Customer Prefix This field allows you to specify the prefix used for creating a new customer's id. It is used along with Customer ID Total Length setting below to create the full ID much like how the document ID above is generated. NOTE: The Customer ID length is limited to 15 by Microsoft Dynamics GP. The customer prefix makes up part of the Customer ID so it is recommended that this is limited to 2-3 characters. For example if the customer prefix is 9 characters long and the customer ID total Length is 15 the number of customers will be limited to 999,999. 200 eStore Solution Stack™ Version 3.0 Users Guide Setting Description Customer Prefix = ABCDEFGHI Customer ID Total Length = 15 Customer ID = ABCDEFGHI000001 – ABCDEFGHI999999 Customer ID Total Length This field allows you to specify the maximum length of the customer ID. If the prefix plus the customer number is less then this number, the customer ID will be left zero filled. NOTE: Please see comments above regarding the link between the Customer Prefix and the Customer ID Total Length User Name Field (Import Customer) This drop down list determines which Great Plains field the customer import should use for the user name. The default setting is "Email" and uses the email address specified in the email field in the internet information card for the Great Plains customer. Other options include "Login" and "Customer ID". The "Login" name is specified in the internet information card of the Great Plains customer. The "Customer ID" setting allows you to import customer IDs as the user name. Address Contact Format: Drop list gives options for how address contact information is presented Use value from Contact field if Customer Name field is empty and vice versa Check box gives the option to automatically fill in a value if either the Customer Name or Contact field is empty Default Customer Class Sets the default customer class for all customers to be sent in to Great Plains. GP State Display This drop down list determines whether the state will go in as the full state name or the abbreviation. The two options are "State Name" or "State Abbreviation". Default Great Plains Price Level/Price Book This field allows you to enter the default Great Plains price level that is used when the user is not logged in or the user has the "None" price level set. This field should almost always be filled in unless you are not using price levels. If this field is not used and the customer does not have a price list set the product's list price will be used which may not be the desired result. Only Send Customer updates to GP after the customer places an order Mark this checkbox to enable this feature. 201 eStore Solution Stack™ Version 3.0 Users Guide Setting Description Update Customer Card in Great Plains If enabled, the customer profile in Great Plains will automatically update when an order is submitted with new customer information. Allow Customer to update Registered Name Allows the registered name to be updated in Great Plains. Enable Trade Discount A set discount for preferred customers established in Great Plains and enabled in eSSS. Disable Address Creation/Modification on Store Disables the ability to create or edit an address on the store web site. 202 eStore Solution Stack™ Version 3.0 Users Guide 4.7.21.3. Item Import Options These options define settings that are specific to the item import. Figure 4-203 Item Import Options Setting Description Location Code This field allows you to specify which location code to use when item quantities are updated. If you wish to import item quantities from a specific location enter it here. If you wish to get quantities from all locations, leave the field blank. Default Unit Of Measure This field allows you to specify the default unit of measure. It is only used if the Unit of measure for an item could not be found. For sites using only one unit of measure you can enter it here. For sites that have multiple units of measure but only wish to use one, the value must be entered here. Decimal number for Item weight This field allows admin users to set a decimal number for item weight accordingly to Great Plains setup Update Item Name on Re-Import This setting controls whether the site allows the Item Name to be updated on re-import or not. 203 eStore Solution Stack™ Version 3.0 Users Guide Setting Update Item image links on Re-Import Description This field controls if the site allows the Item Image Link to be updated on reimport or not. Update Item Short Desc. on Re-Import This setting gives the option to allow the Item Short Description on the site to be updated on re-import or not. Update Item Long Desc. on Re-Import This field controls whether the site allows the Item Long Description to be updated on re-import or not. Copy Short Desc. if Long Desc. is empty upon import This setting controls whether to use the short description for Long Description upon importing item - when the long description is empty Use INET INFO for Long Desc. in Import This option allows an item to use the INET INFO field in Great Plains for its long description while being imported to site. Use “Allow Back Orders” option in GP while importing items This option allows the site to use the “Allow back Orders” option in GP to control inventory setting on Products’ inventory. 204 eStore Solution Stack™ Version 3.0 Users Guide 4.7.21.4. Feature Management This last set of options defines settings that are specific to whole features on the shopping cart. Figure 4-204 Feature Management Options Setting Description GP Pricelist Setup With this feature you can either enable GP Pricelist Setup or disable it. This option may show the customer what pricing is offered on each product based on customer preference. Make Unit of Measure Selectable This drop down list allows you to specify whether customers will be able to select the unit of measure they are purchasing with. The values are "Allow Selectable Unit of Measure" and "Disable Unit of Measure Selection". If you have multiple units of measure you can enable this setting to give customers a choice. If you have multiple units of measure and don’t want to give customers a choice you must set the default unit of measure setting above. If you have or plan to use only a single unit of measure you can disable the selection and specify the default unit of measure above. Show credit information to customer This check box allows you to turn off the display and lookup of the credit information. Credit limits and credit amounts will only be displayed to the customer if this option is checked 205 eStore Solution Stack™ Version 3.0 Users Guide 4.8. Code Layout There are 3 major layers to the BVC2004 shopping cart. The first layer, the Presentation Layer, is part of the BVC2004 site. It consists of all the ASP.NET code behind. Under .NET 1.1, it compiles into BVC2004.DLL. The next layer is the Business Logic Layer. It all belongs in the BVSoftware BVC Core namespace. The final layer is the Data Access Layer. It all belongs in the BVSoftware.BVC.DataLayer namespace. This layer contains static methods that you can call to run the stored procedures. Presentation Layer Business Logic Layer Data Access Layer 4-205 Code Layout 206 eStore Solution Stack™ Version 3.0 Users Guide Appendix A GP Object GP Field eStore Object eStore Field IV00101 ITEMNMBR Catalog/Product ID IV00101 ITMSHNAM Catalog/Product ProductName 168 Catalog/Product ProductTypeID IV00105 LISTPRCE 2 Catalog/Product ListPrice IV00105 LISTPRCE 2 Catalog/Product SitePrice Catalog/Product MetaKeywords Catalog/Product MetaDescription Catalog/Product MetaTitle TAXOPTNS Catalog/Product TaxExempt 0 Catalog/Product TaxClass FALSE Catalog/Product NonShipping FALSE Catalog/Product ShipSeparately ShipFromSite Catalog/Product DropShipMode ITEMSHWT 3 Catalog/Product ShippingWeight 0 Catalog/Product ShippingLength 0 Catalog/Product ShippingLength 0 Catalog/Product ShippingWidth 0 Catalog/Product ShippingHeight ITEMTYPE != 2 Catalog/Product Status = Active IV00101 IV00101 IV00101 ITEMTYPE == 2 SY01200 207 INET4 Status = Disabled Catalog/Product ImageFileSmall eStore Solution Stack™ Version 3.0 Users Guide GP Object GP Field eStore Object eStore Field SY01200 INET4 Catalog/Product ImageFileMedium IV00101 CREATDDT Catalog/Product CreationDate 1 Catalog/Product MinimumQty -1 (none) Catalog/Product ParentID IndividualFields Catalog/Product VariantDisplayMode QTYONHND ATYALLOC Catalog/Product InventoryAvailableQty 0 Catalog/Product InventoryLowStockNotice Available for purchase Catalog/Product InventoryStatus ITEMTYPE == 5 Catalog/Product InventoryNotAvailableStatus = Available IV00102 IV00101 ITEMTYPE != 5 InventoryNotAvailableStatus = BackOrderedDoNotAllowPurchase Catalog/Product InventoryNotAvailableMessage IV00101 ITEMDESC Catalog/Product ShortDescription SY01200 INETINFO Catalog/Product LongDescription 0 Catalog/Product ManufacturerID 0 Catalog/Product VendorID 1 Catalog/Product GiftWrapAllowed PRICMTHD Catalog/Product PriceMethod IV00101 NOTES: 168 is the code for a generic product, it is hard coded in the import routine. Not all customers use the LISTPRCE as the ListPrice. Some customers have chosen to use a price level's UOMPRICE (IV00108) as the ListPrice. For ITEMSHWT the shipping weight is divided by 100 during the import process. A 1 lb. item is stored as 100 in Great Plains. For QTYONHND - ATYALLOC, by default the import takes the quantities from all locations/sites. Some customers wish to only import from one location code. 208 eStore Solution Stack™ Version 3.0 Users Guide Appendix B GP Object GP Field eStore Object eStore Field Notes Customer CustomerID UserAccount GPCustomerID Customer Email OR UserID UserAccount UserName Config setting for which field to use as username Customer Password UserAccount Password Default Password from config used if password is invalid Customer Name UserAccount FirstName Name field split into first name and last name Customer Name UserAccount LastName Name field split into first name and last name Customer PriceLevel UserAccount GPPriceLevel Customer Address/Contact Contacts.Address FirstName Contact split into first name and last name Customer Address/Contact Contacts.Address LastName Contact split into first name and last name Contacts.Address CompanyNam e Customer Address/Address1 Contacts.Address StreetLine1 Customer Address/Address2 Contacts.Address StreetLine2 Customer Address/City Contacts.Address City Customer Address/State Contacts.Address StateCode Customer Address/Zip Contacts.Address Zip Customer Address/PhoneNumb er1 Contacts.Address PhoneNumber 1 Customer Address/FaxNumber Contacts.Address FaxNumber 209 State needed to be converted to 2 digit state code eStore Solution Stack™ Version 3.0 Users Guide End User License Agreement (EULA) Important – Read Carefully. This Nodus End-User License Agreement (“Agreement”) is a legal agreement between you (on the one hand) and Nodus, Technologies, Inc. (“Nodus”) and its OEM partner(s). (“OEM”) (on the other hand), for the software product identified above (the “Product”), which includes computer software and may include associated media, printed materials, and online or electronic documentation. By installing, copying, other otherwise using this Product, you agree to be bound by the terms of this Agreement. If you, the End-User, do not agree to the terms of this Agreement, do not install or use this Product; may, however, return it to your place of purchase for a refund. This license is not a sale. Title and copyrights to the Product remain with Nodus and its OEM partner (s). Unauthorized copying of the data, or failure to comply with the provisions of this License Agreement, will result in automatic termination of this license and will make available to Nodus and its OEM partner(s), other legal remedies. IN THE EVENT OF LICENSE TERMINATION, ALL MATERIALS, DATABASES, AND DOCUMENTATION MUST BE IMMEDIATELY RETURNED TO NODUS TECHNOLOGIES, INC. WITH THE ADDRESS LISTED AT THE END OF THIS AGREEMENT. 1. End-User represents and warrants that it is authorized and empowered to enter into this Agreement. Nodus represents and warrants that it is authorized and empowered to grant the rights hereinafter set forth. 2. Nodus and its OEM partner(s) hereby grants End-User a non-exclusive, non-transferable right to use the Product, subject to the use restrictions and limitations set forth in Section 5 and Section 6 below. 3. Nodus shall provide End-User with one (1) machine-readable copy of the Product. 4. End-User acknowledges that the Product is confidential, proprietary material owned and copyrighted by Nodus. End-User agrees that Nodus and its OEM partner(s) shall retain exclusive ownership of the Product, including all literary property rights, patents, copyrights, trademarks, trade secrets, trade names, or service marks, including goodwill and that Nodus may enforce such rights directly against End-User in the event the terms of this Agreement are violated. 5. The Product is intended for use solely by End-User for their own internal purposes as an alternative electronic information source of data. The Product may only be used at the location(s) licensed and paid for by End-User to the Nodus. End-User agrees not to copy, modify, sub-license, assign, transfer or resell the Product, in whole or in part. End-User agrees not to translate, reverse engineer, decompile, disassemble, or make any attempt to discover the source code of the Product (except and only to the extent applicable law prohibits such restrictions). End-User further agrees not to download/upload the Product, in whole or in part, or to establish a network, place data on the Internet, or offer a service bureau utilizing the Product. End-User agrees to restrict access to the Product to designated employees and to use its best efforts to prevent violation of these restrictions by agents, employees and others, taking such steps and reasonable security precautions as may be necessary. End-User shall permit Nodus and/or its representative access to its premises during normal business hours to verify compliance with the provisions of this Agreement. 6. This license authorizes use of the Product at a single location, which shall mean a single location which uses or accesses the Product either from a computer or terminal on site or through a computer or 210 eStore Solution Stack™ Version 3.0 Users Guide terminal at a supporting location. 7. This Agreement shall remain in force as long as the End-User using the Product is paying the periodic maintenance fee. Failure to pay the periodic maintenance fee shall cause this agreement to expire. Nodus or End-User may terminate use of the Product and this Agreement by written notice, at least thirty (30) days prior to the termination. Within thirty (30) days after expiration or notice of termination of the Agreement, End-User shall return to Nodus, postage prepaid, all copies of the Product. Continued use of the Product or any information contained therein or supplied under this Agreement after termination, or expiration of this Agreement is expressly prohibited. 8. All UPDATES provided by Nodus and its affiliates shall be considered part of the Product and subject to the terms and conditions of this Agreement. Additional license terms may accompany UPDATES. By installing, copying, or otherwise using any UPDATE, End-User agrees to be bound by this Agreement and any terms accompanying each such UPDATE. If End-User does not agree to the additional license terms accompanying such UPDATES, do not install, copy, or otherwise use such UPDATES. 9. End-User agrees that Nodus and its affiliates may collect and use technical information End-User provide as a part of support services related to the Product. 10. End-User acknowledges that the Product is of U.S. origin and agrees to comply with all applicable international and national laws that apply to the Product, including the U.S. Export Administration Regulations, as well as end-user, end-use and destination restrictions issued by U.S. and other governments. 11. NODUS REPRESENTS THAT THE PRODUCT DOES NOT VIOLATE OR INFRINGE ANY PATENT, TRADEMARK, TRADE SECRET, COPYRIGHT, OR SIMILAR RIGHT. IN THE EVENT THE PRODUCT IS HELD TO INFRINGE THE RIGHTS OF ANY THIRD PARTY, NODUS SHALL HAVE THE OPTION EITHER TO PROCURE THE RIGHT FOR THE END-USER TO CONTINUE USING THE PRODUCT OR AT NODUS'S EXPENSE, TO REPLACE OR MODIFY THE PRODUCT SO THAT IT BECOMES NON-INFRINGING. NODUS AND ITS OEM PARTNER(S) MAKE NO OTHER WARRANTY, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE ACCURACY OF THE PRODUCT, THE MERCHANTABILITY AND FITNESS OF THE PRODUCT FOR A PARTICULAR PURPOSE. FURTHER, NODUS DOES NOT WARRANT THE COMPATIBILITY OF THE PRODUCT WITH END-USER'S COMPUTER HARDWARE AND/OR SOFTWARE SYSTEM. 12. End-User's sole and exclusive remedy for any damage or loss in any way connected with the Product furnished herein, whether by breach of warranty, negligence, or any breach of any other duty, shall be, at Nodus’ option, replacement of the Product or return or credit of an appropriate portion of any payment made by End-User with respect to such Product. Under no circumstances shall Nodus or its OEM Partner(s) be liable to End-User or any other person for any indirect, special or consequential damages of any kind, including, without limitation, damages for loss of goodwill, work stoppage, computer failure or malfunction or any and all other commercial damages or losses. Additionally, Nodus assumes no liability for damages caused by incorrect parts usage and has no responsibility to verify that the parts are correct for a customer's vehicle in accordance with the manufacturers' specifications. 13. Nodus may cancel this license at any time if End-User fails to comply with the terms and conditions of this Agreement; and Nodus may obtain injunctive relief and may enforce any other rights and remedies 211 eStore Solution Stack™ Version 3.0 Users Guide to which it may be entitled in order to protect and preserve its proprietary rights. 14. This Agreement is the complete and exclusive statement of the understanding between the parties, with respect to the subject matter, superseding all prior agreements, representations, statements and proposals, oral or written. 15. No term or provision hereof shall be deemed waived and no breach excused, unless such waiver or consent shall be in writing and signed by the party claimed to have waived or consented. Any consent by any party to, or waiver of, a breach by the other, whether express or implied, shall not constitute consent to, waiver of, or excuse for any other different or subsequent breach. Limitation of Liability IN NO EVENT WILL NODUS OR ITS OEM PARTNER(S) BE LIABLE FOR ANY DAMAGES, INCLUDING LOSS OF DATA, LOST PROFITS, COST OF COVER, OR OTHER SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR INDIRECT DAMAGES ARISING FROM THE USE OF THE PROGRAM OR ACCOMPANYING DOCUMENTATION, HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY. THIS LIMITATION WILL APPLY EVEN IF NODUS HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. YOU ACKNOWLEDGE THAT THE LICENSE FEE REFLECTS THIS ALLOCATION OF RISK. General The laws of the State of California shall govern this Agreement. This Agreement is the entire agreement between Nodus and End-User concerning the Product and supersedes any other communications or advertising with respect to the program and accompanying documentation. If any provision of the Agreement is held invalid, the remainder of the Agreement shall continue in full force and effect. If you have any questions, please contact in writing: Nodus Technologies, Inc., 2099 S. State College Blvd., Suite 250, Anaheim, CA 92806, Tel: (909) 4824701 212