Easy Ecommerce 5.3. Quick Guide

Transcription

1 Easy Ecmmerce 5.3 Quick Guide

2 Table f Cntents. 1 License Agreement. 2 Prerequisites. 2 Installatin Instructins.. 2 Hst Optins.. 2 Cre (i.e. Direct Buy, Checkut) 5 What the user sees. 5 What an Administratr can d.. 6 Optins.. 6 Fields.. 8 Messages.. 10 Direct Buy Links 11 View Orders.. 12 Shpping Cart 12 What a User sees.. 12 What an Administratr can d. 13 Mdule Settings 13 Shpping Cart Links. 13 Inventry Catalg. 14 What a User sees.. 14 What an Administratr can d.. 14 Mdule Settings Managing Items. 15 FAQ 16 General 16 Standard. 17 Shpping Cart Inventry. 17 Payment Gateway Ntes 18 Page 1

3 License Agreement By dwnlading Easy Ecmmerce 5.3 installatin package, yu agree t be bund by the terms f fllwing agreement: 1. The Easy Ecmmerce 5.3 Mdule is prvided as is. 2. The Easy Cmmerce mdule has been tested using basic scenaris and des nt assume t wrk under all pssible scenaris. 3. Yu r yur rganizatin will be the nly wner f the dwnladed installatin packages. Passing it t any 3 rd party withut ur permissin is nt allwed and will lead t lss f any upgrade and supprt entitlements. 4. Yu are nt allwed t reverse engineer, decmpile, and disassemble the dwnladed packages. Failing t cmply with this term will lead t legal actin. 5. Yu r yur rganizatin is respnsible fr the relatinship between yu r yur rganizatin and any gateway. 6. Yu r yur rganizatin is respnsible fr any setup that may be required t cnnect the mdule t a gateway accunt. We will avid further business with any individual r rganizatin that breaches this agreement. Prerequisites Type Requirement DNN Versin DNN , DNN , Database MS SQL Server 2005 Express r higher CSS Firefx 2+, Internet Explrer 7 & 8 Operating System Windws 2003/2008.Net Framewrk 32-bit.Net Framewrk 3.5 Envirnment At least Medium Trust Installatin Instructins and Ntes fr DtNetNuke Hst Users A. The Easy Ecmmerce 5.3 Mdule is prvided as is and has nly been tested n DtNetNuke versins , , Installatin n ther versins is nt recmmended. B. The Easy Ecmmerce 5.3 Mdule is prvided as is and has nly been tested n MS SQL Server 2005 and higher databases. Installatin n ther versins is nt supprted. C. The Easy Ecmmerce 5.3 Mdule is prvided as is and has nly been tested n Firefx 2.x, Firefx 3.x, Internet Explrer 7, Internet Explrer 8, Internet Explrer 9, Ggle Chrme 13+. Use n ther brwsers it nt supprted. D. Installatin Steps Select Hst-> Extensins Page 2

4 Select Manage > Install Extensin Wizard Select the Easy Ecmmerce installatin file Page 3

5 Fllw the wizard installatin prcess until yu reach the end. Select Return Yu nw have additinal mdules in the mdule selectin list Hst Optins Under the mdule Optins, Hsts have the ability t restrict access t high level mdule settings such as gateway selectin, rder type privileges, and payment prcessing ptins. Page 4

6 Cre (Checkut/Dnatins) What the user sees 1. Order Cllectin 2. Order Cnfirmatin 3. Order Gateway (Optinal) Default is set fr Authrize.Net - Develpment See Gateway ntes fr mre infrmatin Page 5

7 4. Order Cmpletin What an Administratr can d 1. Optins Basic Optins Page 6

8 Ntify Custmer: allws yu t turn n r ff custmer ntificatin s Ntify Admin: allws yu t turn n r ff admin ntificatin s Admin the used fr admin ntificatins Ntify Site Admin: allws yu t turn n r ff ntificatins sent t the current prtal administratr Ntify On Receipt: Allws yu t set if the user receives a ntificatin f purchase befre r after the gateway is finished Apply User/Rle: allws yu t specify whether r nt a custmer is lgged in under the credentials f a current user accunt and assciated rle(s) Username: the Username name that is used when Apply User/Rle is selected Shw Quantity fr Items: Shws r hides quantity value and clumn that cme frm a shpping cart Shw Ntes fr Items: Shws r hides ntes value and clumn that cme frm a shpping cart Aut Fill Basic User Fields: If checked, the system will try and fill fields with values frm an assciated DtNetNuke prfile Default State: Allws yu t specify a default state selectin. Values are state abbreviatins Shw Agreement: allws yu t turn n r ff the display f the Agreement Agreement: text that is displayed when Shw Agreement is selected Required Agreement: defines whether r nt a user must accept the agreement befre mving n r nt. Redirect Link (URL): displays a redirect link n the receipt screen Selected Gateway Optins See Payment Gateway Setup Ntes fr mre details n gateways. Order Type Privileges Allws yu t disable the varius scenaris Page 7

9 Payment Prcessing Optins allws yu t selected which payment ptins are available t custmers. Sme ptins are nt available depending n the selected gateway Rule Optins Decrease After Date: sets the date used fr Decrease Percentage Decrease Percentage: applies a percentage decrease n incming rders. This des nt affect Dues, Dnatins, r Invices. Increase Befre Date: sets the date used fr Increase Percentage Increase Percentage Date: applies a percentage increase n incming rders. This des nt affect Dues, Dnatins, r Invices. Discunt: applies a percentage r flat rate decrease n incming rders depending n a set DNN rle. This des nt affect Dues, Dnatins, r Invices. Discunt Rle: sets the rle used fr Discunt Hst Only 2. Fields This is nt available t Administratrs Edit Delete Mve t Tp Mve Up Mve Dwn Mve t Bttm Page 8

10 Field Ntes There are 10 cre fields that are created by default. These cre fields cannt be deleted. First Name, Last Name, Address, City, Zip Cde, and are used fr every gateway State can be turned ff r lcalized t yur wn cuntry cde. By default it is set t US Zip Cde has a regular expressin that can be lcalized t yur area s frmat Phne is required fr SkipJack Cuntry is required fr PSIGate Cmpany is an ptinal field fr Authrize.Net Field Clumns Edit: changes the current field int edit mde Delete: deletes a field if it is nt a cre field Field Title: text used fr a field s label Field Type: the type f field that will be used. There are 17 field types frm which t chse. Label: n entry field, it just prints the field title CheckBx: a checkbx CheckBxList: a lists f checkbxes CuntryCde: an entry that requires a cuntry cde frmat. The frmat (regular expressin) is lcalized Date: an entry that requires a data frmat Dnatin: an advanced entry that requires a decimal value that gets added t the ttal amunt f the rder DrpDwnList: a drp-dwn list an entry that requires an frmat Integer: an entry that requires an integer frmat PhneNumber: a entry that requires a phne number frmat RadiButtnList: a list f radi buttns RadiButtn: a radi buttn States: a drp-dwn list f states r prvinces TextBxSingle: an pen-ended single line text entry TextBxMultiple: an pen-ended multiple line text entry Yes/N: a radi buttn list f just Yes and N ZipCde: an entry that requires a zip cde frmat. The frmat (regular expressin) is lcalized Params: Allws yu t cntrl additinal ptins abut a field. Label: N/A CheckBx: N/A CheckBxList: sets the repeat clumns CuntryCde: sets the number f clumns (width f text bx) Date: sets the number f clumns (width f text bx) Dnatin: sets the number f clumns (width f text bx) DrpDwnList: N/A sets the number f clumns (width f text bx) Integer: sets the number f clumns (width f text bx) PhneNumber: sets the number f clumns (width f text bx) RadiButtnList: sets the repeat clumns RadiButtn: N/A States: N/A TextBxSingle: sets the number f clumns (width f text bx) Page 9

11 TextBxMultiple: sets the number f clumns (width f text bx) and the number f rws (height f the text bx) Yes/N: N/A ZipCde: sets the number f clumns (width f text bx) Required: sets whether r nt a field is required. Active: sets whether r nt a field is displayed Mve t Tp: mves a field t the tp f the lists s it is the first item displayed n a frm Mve Up: mves a field up ne level Mve Dwn: mves a field dwn ne level Mve t Bttm: mves a field t the bttm f the list s it is the last item display n the frm When a field type that ends in List is selected a new edit sectin becmes available (yu must save and then edit again befre this ptin will display) Example f hw a list might lk n yur frm 3. Messages Tkens [Order:ID]: internal ID fr the rder. [Order:Number]: Order Cde used fr rder lk-up [Order:Type]: type f Order (i.e. Shpping Cart, Direct, Standard) [Order:Amunt]: ttal amunt f the rder. [Order:Ntes]: summary f rder items r descriptin. [Order:Status]: status f the rder. [Order:AgreementStatus]: Agreement status [Order:GatewayApprved]: apprval flag (yes/n) returned frm payment gateway, if any. Page 10

12 [Order:PaymentMethd]: methd used t pay fr the rder. [Order:Created]: date and time the rder was created. [Order:FirstName]: billing first name fr the rder. [Order:LastName]: billing last name fr the rder. [Order:Address]: billing address fr the rder. [Order:City]: billing city fr the rder. [Order:State]: billing state fr the rder. [Order:Zip]: billing zip cde fr the rder. [Order: ]: billing address fr the rder. [Order:Phne]: billing phne number fr the rder. [Order:Cuntry]: billing cuntry fr the rder. [Order:Cmpany]: billing cmpany fr the rder. [Order:ReciptLink]: link t view Order Receipt [Custm:MyField]: custm fields [Message:Date]: the date the message is created (e.g., when is sent). [Message:Time]: the time the message is created (e.g., when is sent). [Message:DateTime]: the date and time the message is created (e.g., when is sent). 4. Direct Buy Links Page 11

13 5. View Orders Exprt yur data t a CSV file Shpping Cart What the user sees Page 12

14 What an Administratr can d 1. Mdule Settings Checkut Mdule: selects the desired checkut mdule frm a drp-dwn list Weighted Cst I: ne f three shipping cst classes Weighted Cst II: ne f three shipping cst classes Weighted Cst III: ne f three shipping cst classes Discunt Quantity: number f items needed befre a discunt is applied Discunt: a percentage r flat rate that is applied Discunt Recursive: sets whether r nt the discunt is reapplied when anther set f the required Discunt Quantity is reached. S fr a quantity f 5 and a rate f 5%, 10 items yields a 10% discunt, 15 items yields a 15% discunt, etc Flat Rate Cst: Adds a flat rate cst fr all shpping cart items Allw Quantities: Allws yu t enable r disable quantity ptins Allw Ntes: Allws yu t enable r disable ntes infrmatin frm displaying 2. Shpping Cart Links Page 13

15 Inventry Catalg What the user sees What an Administratr can d 1. Mdule Settings Shpping Cart Mdule: selects the destinatin shpping cart frm a drp-dwn list Ntify: sets whether r nt stck and ther ntificatins are sent Ntify At: the stck level at which ntificatins are prcessed Ntify the fr which ntificatins get sent Display Cntrls: chse t display ptins fr searching and srting the inventry catalg Template: create yur wn template fr displaying items using html and tkens [Title], [Descriptin], [Tags], [Amunt], [Stck], [BuyLink], [BuyButtn] Page 14

16 2. Managing Items Items d nt display if they are ut f stck Page 15

17 FAQ General 1. Is EasyEcmmerce an upgrade t i2canpay? Yes & N, EasyEcmmerce is a cmpletely new mdule. Hwever it des take sme f the cre features f i2canpay and builds upn them. S if yu are currently using i2canpay sme maintenance may be required. 2. Can I change what the mdule says? Yes, mdule specific text is lcalized allwing administratrs t change labels, prmpts, and errr message text. Please nte this des nt gvern cntent displayed n payment gateway pages. 3. Why des the fllwing message appear? The respnse frm the Payment Gateway is being sent t a nn HTTPS cnnectin. The nly way t remve this message is t install a secure certificate fr yur website which changes it frm HTTP t HTTPS. 4. Hw can I change the states list t display Canadian Prvinces? In the Language Editr g t Lcal ResurcesDesktpMdulesEasyEcmmerceCreUserApp_LcalResurcesOrderStart.as cx and change CuntryCde.Text t yur cuntry s 2 character cuntry cde (i.e. CA fr Canada). 5. Hw can I change the zipcde t match my internatinal cde frmat? In the Language Editr g t Lcal ResurcesDesktpMdulesEasyEcmmerceCreUserApp_LcalResurcesOrderStart.asc x and change ZipcdeRegularExpressin.Text t a regular expressin that fits yur cuntry s zipcde frmat. 6. Hw d I cnnect an inventry t a shpping cart and shpping cart t a checkut? Yu can cnnect an inventry t a shpping cart by editing the mdule settings fr the inventry which gives a selectin fr available shpping carts n yur site. Yu can cnnect a shpping cart t a checkut by editing the mdule settings fr the shpping cart which gives a selectin fr available checkut s n yur site. Page 16

18 Cre (Checkut/Dnatins) 1. Why can t I change the FieldType fr FirstName? There are 10 cre fields that have editing restrictins placed n them f which FirstName is ne. 2. Why desn t my client end up back n my website? Answer 1: Sme gateways require the user t press a buttn that says Cntinue Shpping r smething similar. A user may nt be selecting this ptin. Answer 2: Mst gateways require yu t enter a respnse URL in yur accunt settings if yu have nt dne this the gateway cannt validate fr the return respnse. Yu can take a lk at ur Payment Gateway ntes fr mre infrmatin r cntact yur gateway fr mre infrmatin. 3. Hw d I change which accunt custmer s see in their ntificatin? The used is the address attached t the default prtal administratr accunt. Yu can switch this accunt ut with a different administratr accunt in the Site Settings fr a prtal. Shpping Cart 1. What d Weight Cst 1 and the ther nes d? When yu create a prduct link using the Shpping Cart Link ptin yu can assign a weight class r flag. Yu can then set an assciated cst fr this class in the Shpping Cart mdule settings. This means this additinal cst is added t the cart fr the item when it is added t the cart. 2. Hw d I get the Shpping Cart data t send t an Administratr? The Shpping Cart data is saved in the Order Ntes field. Yu can insert this int a message s bdy using the [Order:Ntes] tken. This is fund in the standard (cre) mdule s Messages sectin. Inventry Catalg 1. What are Hits? Hits are the accumulated number f times an item is added t a cart. It des nt mean the item was purchases just that it was added t a cart. 2. What is Shipping? When yu create r edit a prduct yu can select a Shipping Categry such as Weightless, Type 1, Type 2, r Type 3. Yu can set specific csts that get applied fr these categries in the destinatin shpping cart. Gateway Prcessing 1. Why des yur mdule say cmpleted when my gateway says declined? Mst gateways will authrize a card meaning it is a valid card, but the payment is nt prcessed until later which is usually arund 1 t 2 days. This means that if a custmer has insufficient funds r usage limits it can cme back as declined. If yu run int this we recmmend changing yur messages t reflect that infrmatin has been recrded and awaiting prcessing. Page 17

19 Payment Gateway Ntes 2Checkut Payment Gateway, Custmer Payment Frm screen(s) Yu must setup yur Vendr Accunt t allw respnses t yur dmain. Enter yu re yur dmain fllwed by /DesktpMdules/EasyEcmmerce/GatewayRespnse.aspx. Please nte if yur dmain uses r because it needs t match here. Page 18

20 Authrize.Net Custmer Payment Frm screen(s) Authrize.Net passes infrmatin t Respnse/Reciept URL which allws the mdule t cmplete a sale. This is setup in yur Authrize.Net Accunt. 1.) Select Accunt Page 19

21 2.) Select Settings and then Select Respnse/Receipt URLs 3.) Edit the URLS listed by entering yur dmain fllwed by /DesktpMdules/EasyEcmmerce/GatewayRespnse.aspx. Please nte if yur dmain uses r because it needs t match here. Page 20

22 E-Way Custmer Payment Frm screen(s) Page 21

23 MyGate ( MyGate can accept Visa and MasterCard by default. Additinal cards such as American Express require applicatins. Subject t apprval and the receipt f a Merchant ID fr these cards. This means MyGate des nt except Discver. Custmer Payment Frm screen(s) MyGate is a Suth Africa payment gateway which can nly prcess amunts fr the currency cde ZAR If yu change this then yu will get Currency nt allwed respnse fr all purchases. PayFlw In rder fr PayFlw t display a link back t yur website t cmplete the transactin yu need t perfrm the fllwing steps in yur PayFlw cnfiguratin settings ( Page 22

24 PayFlw s payment prcess is as fllws Page 23

25 PayPal Custmer Payment Frm screen(s) Page 24

26 PSIGate Custmer Payment Frm screen(s) Page 25

27 SkipJack When using the Skipjack - Develpment ptin it des an autmatic return t yur site using predefined sample data. Please nte Phne is a required field fr SkipJack and cannt be set t Inactive in the mdule Fields setup. Custmer Payment Frm screen(s) Page 26

28 T use either SkipJack fr prductin r fr testing yu need t setup Respnse URLs fr yur accunt. Please nte if yu have multiple websites yu may need t setup multiple SkipJack Accunts. 1.) Lgin t yur SkipJack accunt There are radi buttns that switch which accunt yu are lgging int 2.) Frm the Accunt Summary page select Preferences.!Imprtant: When setting up the mdule s ptins SkipJack Accunt field yu must use the number assciated with the selected accunt type Vital r NOVA Page 27

29 3.) Frm the Vendr Preferences page select Respnse Files. 4.) On the Web Page Respnse Files page scrll dwn t the sectin indicated in the image belw. Make sure the radi buttn is selected. Nw, enter yu re yur dmain fllwed by /DesktpMdules/EasyEcmmerce/GatewayRespnse.aspx fr the given fur respnse URL fields. Please nte if yur dmain uses r because it needs t match here. Click Submit when yu are dne. Page 28