Version 4 Getting Started (Updated every Tuesday evening. Red Text = New Addition/Update)

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1 Version 4 Getting Started (Updated every Tuesday evening. Red Text = New Addition/Update) Table of Contents Before You Begin...5 Google Chrome or FireFox Recommended for Administration...5 Settings Marked are Required...5 Directions Format...5 Some Features are Package Specific...5 Make Many Changes, Save Once...5 WYSIWYG Editing Areas...5 Your Changes Published Every 2 Minutes to 6 Hours...6 Errors, Bugs, and other Vermin...6 Help: Instructions, Tool Tips, Videos, Support...7 Storage Limits...7 Creating A Storefront...8 Administration Login...8 Admin is Organized in Order of Setup...8 My Profile...10 Preferences...11 Preferences > General Settings...11 General Settings > tab...12 General Settings > Logo tab...13 General Settings > Payment tab (customers prior to June 2012)...14 "Switch to Advanced Payment Support" button...14 Credit Card processing via PayPal versus Authorize.Net, EBS...14 Preferences > Locations...15 Preferences > Pricing Engines...17 Creating a Unit of Measure (UOM) Pricing Engine...18 Creating a Price Break Engine...20 Creating a Pricing Calculator Pricing Engine...21 Creating a Spreadsheet Pricing Engine...22 Testing your pricing engine Preferences > Shipping...28 Shipping > Carrier Accounts tab (FedEx, UPS, USPS)...28 Preferences > Payments...32 Authorize.NET Preparation...32 Setting up Authorize.NET in Pressero...32 Setting Up PayPal Credit Card Processing in Pressero...32 Authorize.Net, EBS, vs. PayPal...33 Displaying the SSL Certificate Seal...33 Preferences > Forms...35 Preferences > Admin Users...38 Preferences > Admin Groups...39 Four Permission Principles

2 Permission Levels for Admin Groups...40 Store Specific Admin Permissions...41 Preferences > Workflows Preferences > FTP Accounts...44 Preferences > Product Attributes (B2B)...46 Preferences > Vendors...48 Preferences > Brokers...49 Sites...50 Sites > Create New Site...50 Settings > Site Types...51 Sites > Settings...52 Settings > General Info tab...52 General Info > Branding...52 General Info > Branding...52 Using Your Domain Name (URL) for the Site...54 Settings > Tax tab...56 Settings > Shipping tab...56 Settings > Payments tab...57 Settings > Instructions tab...58 Settings > Content tab...58 Settings > Notifications...58 Settings > SEO/HTML tab...59 Sites > Skins...62 Skins > Select Skin...62 Skins > Customize Skin...62 Sites > Pages...64 Content tab...64 Page SEO tab...65 Forms tab...65 Sites > Navigation...66 Navigation: Adding Items to a Menu...66 Sites > Site Users...68 Sites > Site Groups...70 Sites > Locations & Departments (B2B)...72 Sites > Categories...73 Sites > Products...75 Sites > Inventory...81 Sites > Assets (B2B)...82 Sites > Promotions...84 Sites > Purchase Order Codes (B2B)...86 Sites > Approval Plans1 (B2B)...87 Sites > Notifications Users, Groups, & s...91 Custom Notifications...91 Sites > Notifications History...98 Sites > URL Redirects (B2C, and Informational Websites)...99 Tools

3 Tools > Bar Code Scanning Tools > File Manager Tools > Proofs Data & Reports Custom Skins Orders Smart Phones & Pressero Storefronts Single Sign In/Punchout CSS (Advanced) jquery (Advanced) Troubleshooting End User Web Browser Minimum Requirements Admin Is Slow/Sluggish/Timing Out Adding Sites: Error - Unable to create new site New Categories (or Products) Wont Save The Sites (B2B) > Locations and Departments Page is Blank Website Does Not Display at the URL I Entered Store Login Error Store Runtime Error Error Displays After Login, or When Accessing a Custom Page Logo Does Not Display in Website Home Page Does Not Display Anything in the Center Body Area Home Page Does Not Display My Categories Customizing the Home Page Center Body Area Home Page URL Ends With /category. Can I Change That? Clickable Home Page Banners Site Map is Incomplete The FTP Link in My Store's Navigation Menu Does Not Have A Signup Does a Storefront Visitor Need To Create An Account To Send A File? Can a Product Using an edoc Template Ignore the Template When a File is Attached? MS Word Text Pasted Into A Product Description Makes the Product Page Look Bad Customize Order Button for edoc Templates Does Not Work Can Visitors Choose Different edoc Templates after Clicking Customize Order? The Pricing Calculator Does Not Display and/or Two Add to Cart Buttons Display Add to Cart Button Does Not Display Shipping Methods Don't Display My FedEx Shipping Method Test Produces a "Dev Key Missing" Error The Add to Cart Button is Grayed Out/Does Not Work in the Customize Order Window Shipping Address Can't Be Added by User No Checkout Option Checkout Error No Notifications No "New Order" for an Order Using Credit Card Payment Orders are not being Displayed Order Editing Not Working Notifications Using Wrong From Name Notifications Lack File Download Link

4 PayPal Related Issues SubscriberID

5 Before You Begin This guide highlights the basic steps required to set up a storefront. Controls that are optional but commonly used are reviewed as well, Google Chrome or FireFox Recommended for Administration When using the Admin area, we recommend using Chrome or Firefox. These browsers respond faster than Safari or Internet Explorer. Settings Marked are Required Settings below marked with an asterisk ( ) are the minimum required to setup a Site. Your Site will not be viewable online until you have completed these marked settings. The areas listed below are not intended to be a complete list of controls, as many do not require in-depth coverage in this document. Directions Format For directions to a specific area of the Pressero Admin, we will use the shorthand Main Area Name > Control > tab to indicate how to get to a specific area. For example, Settings > General Settings > Logo means click the main Settings area in Admin, then click the General Settings area in the Settings submenu, then click the Logo tab in the General Settings control. Example 2: Sites > Users: Additional Information > Default P.O. Number means click Sites, select Users, find the text Additional Information and look for, or select, the Default P.O. Number. Controls specific to Retail Storefronts will be marked (B2C). Controls specific to Customer Storefronts will be marked (B2B) Some Features are Package Specific Features not supported by your package are accessible in the Admin area, but will not be editable, or may be restricted. Depending on your package, the ability to create more than one Retail store may be affected. The Workflows control; Custom Approval Plans; Custom Notifications and edocbuilder interactive designer template system are included with the Professional and Enterprise packages only. To add one or more of these capabilities to the Standard package, contact your sales representative. Make Many Changes, Save Once Most controls (such as General Settings) have tabs. Click each tab and enter any required or optional information as needed There is no need to click Save on every tab. Clicking Save on any tab before leaving the control area will save all the changes made in every tab of the control. WYSIWYG Editing Areas There are a number of controls that use a "What You See Is What You Get" area for adding/editing text or images to a page, product descriptions, etc. 5

6 These areas look a little like a small Microsoft Word application, with buttons to change text characteristics, add tables, images, etc. See example below: These areas automatically "translate" what you add in the "Design" view into html. Clicking the HTML option will show you the resulting code in case you prefer working with that instead. Microsoft Word. If you are pasting text from Microsoft Word use the Clipboard with gray W button (top row, 7th from right) or the Clipboard with text document button next to it. This will strip excess code from the Word paste, as MS Word has a well-known habit of adding a HUGE amount of extra code to the html side of things. Not only does this excess code make the resulting html hard to read, it bloats the page size (this can negatively affect the time it takes the page to load for your customer), and it can potentially cause problems with the way the page displays. If you wish to copy text from a Word document, we recommend pasting it into a plain text editor, then copying it from there to paste into the Pressero WYSIWYG editing area. For more details on this text editor, download the document Using the Text Editor in the Pressero System that can be found on the website listed under Documentation. Your Changes Published Every 2 Minutes to 6 Hours Changes you make in the Admin area to the skin, product images, pricing, etc. are cached and will display in your storefront/website within 2 minutes up to 6 hours after saving the change. However, if you don't want to wait, simply add /clearcache at the end of the storefront's URL and then use the browser refresh. For example, and would become and respectively. The exact time for a change to display depends on several factors, including how often a store's page is used and how much processing time it takes to create. For example, the navigation menus are very database intensive as the system investigates hierarchy and the specific permissions of the user. We aggressively cache to optimize the user experience, but there can still be a many minute (or longer) delay at times. Also be aware that browsers cache (save) web page style sheet settings too, so if you don't see Skin or color changes reflected in the storefront /website after saving these changes, try clearing your browser's cache (quitting your browser and restarting does the same thing), or use the /clearcache trick above. Errors, Bugs, and other Vermin If you experience an error or think there is a bug, please let us know. We'll get it looked into and addressed. Please include the details (the control area used, the steps to reproduce to error, the name of the skin, the browser used, a screenshot). These details can be sent to your sales rep, or via the link in Support. 6

7 Help: Instructions, Tool Tips, Videos, Support Most Admin control areas will have a brief description/instruction at the top or bottom of the page. Many individual control fields also have a popup, informational help or details activated by moving your cursor over the [?] link. If something is unclear, let us know. There are Version 4 Videos and guides at and in the Support area at the bottom of Admin. Contact your sales rep with questions, or use the link in Support. Storage Limits The storage space included with Pressero is used for any asset files, order files, site images, FTP, site and store data, custom skin files, etc. If you use our SmarterMail hosting, then 1 GB of the storage space is set aside for hosting. For example, if your Pressero subscription includes 10 GB storage, 1GB of that is allocated to if you choose to use our hosting. The remaining 9 GB is used for Pressero. If you don't use our hosting, the entire 10 GB is used for Pressero. If you need more storage for , we would simply allocate more of that 10 GB to , or you can add more GB's to your Pressero subscription. The current storage limits are: Pressero Standard 10 GB, Pressero Professional 15 GB, Pressero Enterprise 20 GB, Pressero Enterprise+ 20 GB. These limits are subject to change and are used here as examples only. 7

8 Creating A Storefront Administration Login Login to the Admin area with the username and password that you were given when you signed up. We suggest changing the password in the My Profile area once you do (See below). To create your first storefront, you will be starting at the top of the left-side Admin navigation menu and will work your way down the list of controls. Admin is Organized in Order of Setup In general, the main controls are displayed in the left navigation pane in the order you should use them during the initial setup: 8

9 1. My Profile 2. Preferences 3. Sites Within the Preferences and Sites control areas, the sub-controls are also generally listed in the sequence you should use them during initial setup. 9

10 My Profile Enter personal and login information about you, the main Administrator of the Pressero system. You will have the opportunity to add additional employees to your administrative area. When they log into the system with their own username and password, they will be able to manage their settings in the My Profile area as well. Personal Information First Name Required Field Last Name Required Field Required Field. The address listed here, as well as the Username listed below, will be used to log into the administrative area ( The character is required in . Time Zone Enter your time zone so time stamps throughout the administrative area are reflected correctly for you. Login Information Username The Username listed here, as well as the address listed above, will be used to log into the administrative area ( The character cannot be used in a Username. New Password To change your password, enter a new password here. Confirm New Password Enter in new password again for confirmation. 10

11 Preferences The Preferences area contains controls for settings that can or will be used by all the storefronts you create. Preferences > General Settings Enter information about your organization. This will be used by default in various places within your storefront/website. Preferences > General Settings tab Default Time Zone, This will be used for all Sites you create though it can be over ridden on a Site-by-Site basis. The Time Zone is used to time stamp orders and s. Site for FTP and Proofs. This tells the system which of your Sites will be used when you load proofs (see Tools > Proofing) to be reviewed and approved by your customers. Note that the New Proof sent to your customers is also sent from this site and is edited there as well. Site for FTP and Proofs. This is also used as the FTP location for customers using an FTP client such as Fetch, wsftp, etc, to send you files. Note: if they use their web browser instead for FTP, they can access FTP at any Site you add an FTP link to (See Sites > Navigation > Standard Items). 11

12 General Settings > tab The system will send s related to various storefront activities, such as new orders, etc. Account Settings. Leave SMTP Server, Port Account Name, and Account Password blank for now. 's will be sent from using the Pressero server. Later, after you have placed several test orders and received , enter the details for the server you are using. If after making your change, the arrives from an address you did not specify, there is a configuration issue with the information you entered. IMPORTANT: Before going live, setup these fields with your hosting data. Otherwise you will never see customer replies to messages sent by the storefront. Sender Display Name: Use this area to configure the Sender's display name. This is what will display in the From field of the your customer receives. If nothing is set for the Sender's display name, the 's will use the default From: Pressero as the associated . The content (subject, body text, etc.) is configured under Sites > Notifications. Sender Display Use this area to configure the Sender's display address. This is what will display in the From field of the your customer receives. If nothing is set in this area, notify@aleyant.net will be displayed. An example of a "New Order" using the Sender Display Name for "From": 12

13 General Settings > Logo tab The logo you upload here will be used by default (but changeable) for Sites you create. File types allowed are.png,.jpg,.gif,.bmp. File type preferred is.png. 13

14 General Settings > Payment tab (customers prior to June 2012) This area has been replaced by a Preferences > Payments area for all customers after June 1, You can update to the new Payments control by clicking the Advanced Payment Support button. "Switch to Advanced Payment Support" button You can create a "library" of credit card payment methods that include multiple PayPal accounts, and payments via Authorize.net. To chose this option, click the "Switch to Advanced Payment Support" button. If your stores will all use the same PayPal account for credit card processing, and/or you will offer open terms (invoicing), do not choose this Advanced Payment option. Any existing PayPal settings will not be lost, However, this selection will change the display of the checkout area and cannot be undone. Each payment option you set for a store will be selected via a tab in the checkout page. If there is more than one payment option, there will be more than one tab. Credit Card processing via PayPal versus Authorize.Net, EBS As an alternative to PayPal, credit card payments via Authorize.net or EBS (India) are also supported. To use these options, click the "Switch to Advanced Payment Support" button. Any existing PayPal settings will not be lost, but this selection will change the display of the checkout area and cannot be undone. 14

15 Preferences > Locations Adding a Location The Location is the address of your facility/office. Click Add New Location to enter information about your production facility locations. If you operate at several locations, one can be designated as your primary location using the Change Primary Location menu at the top of the Locations control window. If you are entering multiple print locations, you will be able to filter Orders based on which Location they are assigned to. The location you set will be used for calculating shipping costs when using FedEx, UPS, etc. If you enter more than one location, you can assign one to a specific Site (Sites > Settings > General Info > Shopping Cart > Location). Shipping costs will use this as the "ship from" origin. Without a Location, any Store you create will have problems in the Shipping area of Checkout. You may view a list of deleted locations by selecting the Include Deleted box at the top of the screen. You can save the location to make it active again. The information you see in the column view can be exported to Excel, CSV, PDF or Word by selecting the icon to the right of the page. Editing a Location Select the pencil icon next to the Location Code to edit a location. The edit window will display. You can review the Location details and settings. Click Save after making any changes. 15

16 Deleting/Undeleting a Location Click the Delete button at the bottom of the Location edit window to delete a location. Check mark the Include Deleted box at the top of the Location control to display all deleted a locations. Click the Edit pencil and then click Save to undelete a Location, 16

17 Preferences > Pricing Engines 1. Pricing Engines: Needed for Products. A Pricing Engine must be available to be used with the Product. To add a Product to your site (later in the setup), you will select an appropriate Pricing Engine. 2. Pricing Engines: Reusable. A Pricing Engine you create can be used with more than one Product and more than one Site. You can have a different Pricing Engine for different Groups of Users in your Customer Storefront. In Products > Pricing, you can pair a Pricing Engine with a Group of Users. Any number of Group/ Pricing Engine pairs can be set for a given Product. This feature enables you to limit the products a Group member can order, while displaying Group-specific pricing for the products. For example, you can have one price for sales staff and another for management if needed, while members of the production Group don't even see the product. 3. Pricing Engines: Four Types. You can create four types of Pricing Engines: UOM (Unit of Measure), Price Breaks, Calculators, and Spreadsheet. For all, checking the Show Per Piece Price box in Products > Pricing will display the Per Piece price along with the total price. 1. UOM (Unit of Measure). You can set a simple pricing method that is based on ordering a box, a carton, or single item ( each ). Example: A box of 200 items is $20.00, a box of 500 is $35.00, and a box of 1000 is $ The customer selects the unit they want and the system will show the price. 2. Price Break. You can set a simple pricing method that is based only on the quantity ordered. Example: You set 1-49 items at $2.00/each, at $1.50/each, and 100 and up at $1.00/each. The customer enters a quantity they want and the system will calculate the cost. 3. Calculators. You can set a number of criteria used in an Excel calculation to determine the price. For example, the customer makes choices for Quantity, Paper Stock, Number of Sides, Paper Size, Turnaround Time, etc. and those selections are used to instantly calculate and display a price. With this Pricing Engine you set parameters (Quantity, Paper Stock, etc.) within Pressero, download the resulting Excel template, making adjustments to the template, and load Pressero with the finished Excel file. 4. Spreadsheet (beta). This option is for Excel experts. Same as Calculators, but you create your own Excel file and load it into Pressero. The Spreadsheet pricing engine enables you to manage your own pricing, especially when it is difficult or impossible to fit it into the Calculator pricing engine schema. With Spreadsheet, nearly any spreadsheet that you can use in Excel can be used as a pricing engine. However, macros, special function libraries like the Analysis Toolpak, and design controls -checkboxes, dropdowns, or other controls that float over the spreadsheet -- are not supported. Dropdowns that live within a cell are supported. Spreadsheet is available to test for free during the beta period. Afterwards, it will be a purchased upgrade to the Standard and Professional packages, free with Enterprise. 4. Pricing Engines and Integrated Shipping. If you plan to provide an integrated shipping method (FedEx, 17

18 UPS, USPS) as an option for those ordering a Product, make sure the Pricing Engine has weights. An integrated shipping option will never work (and won't display) when there are no weights in the Pricing Engine. Adding a Pricing Engine Click Create New Pricing Engine to begin the process. See below for details on each type of Pricing Engine. Creating a Unit of Measure (UOM) Pricing Engine 1. Click Create New Price Engine. 2. Select UOM engine from the drop down menu. 3. Enter a name for your pricing engine. 4. Click Add New UOM line. 5. Enter your Unit of Measure (Box, Carton, Each, etc.). 6. Enter a Quantity for the UOM, the Stock used (20# Paper, Card Stock, etc.). This is optional. 7. Enter Ink (4 Color, Full Color, etc.). This is optional. 8. Enter the Price of the UOM (do not use currency symbols, these will be automatically added based on the Culture setting for your Site (Settings > General Info: Culture). 9. Enter the weight for the UOM (do not add lbs., kg, etc. as these will be added automatically based on the Site's Culture setting). You must enter a weight if you plan on using integrated shipping options. 10.Click the check mark button to add this UOM line. Repeat to add additional lines. 11.Click Save when finished. To edit a line item, select the pencil icon next to each UOM line. Make changes and be sure to select 18

19 the checkmark and save when you are done. If you want to cancel the editing of the line, select the red cancel icon. To delete a line entry, select the red check mark at the end of the row. 19

20 Creating a Price Break Engine 1. Click Create New Price Engine. 2. Select Price Breaks from the drop down menu. 3. Name your price break engine. 4. Click Add New Price Breaks Entry. 5. Enter the Quantity for the Price Break (1, 100, 1000, etc.). 6. Enter the Weight for each item (do not add lbs., kg, etc., these will be automatically added based on the Culture setting for your Site (Settings > General Info: Culture). You must enter a weight if you plan on using integrated shipping options. 7. Enter the Price per item in this quantity range (do not use currency symbols, these will be added automatically based on the Site's Culture setting). 8. Click the check mark button to add this Price Break line. 9. Repeat to add additional price breaks. 10. Click Save when finished. To edit a line item, select the pencil icon next to each price break line. Make changes and be sure to select the checkmark and save when you are done. If you want to cancel the editing of the line, select the red cancel icon. To delete a line entry, select the red check mark at the end of the row. 20

21 Creating a Pricing Calculator Pricing Engine Creating a Pricing Calculator is different than UOM and Price Break Engines. You will complete a form page, save your entries by creating an Excel file, and edit that Excel file with pricing information. Like UOM and Price Breaks, you can use each calculator engine in multiple sites, with multiple products. It is highly suggested that you watch the training videos on creating pricing calculators since there are many ways to approach this type of engine, and a lot of options available to you to create what you need. Follow the steps below to set up an example pricing calculator. 1. Click Create New Price Engine. 2. Select Calculator from the drop down menu. 3. Name your pricing calculator Example Pricing Calculator Engine. 4. Click Create New Excel File button. 5. In the Quantity Parameters section enter "Choose Quantity" for Name (or any other name for prompting the quantity... Choose number of brochures, etc.). For Options, enter your quantity ranges "100", "200", "300", (without quotes) each on their own line. Do not enter commas and be sure to enter a return after each entry. Only the first Quantity area applies to Grid Parameters. Calculator Parameters allow up to 5 Quantity entries. 6. If you have only a few options (besides quantity) that your customer will choose from, use the Grid Parameters area to enter the option name, and the choices your customers will choose from. If you will be providing many options with many selections, you may want to enter them in the Calculator Parameters instead. Why? With many parameters and many options, the Grid method can create a very large table with cells you will need to fill in. In contrast, the Calculator Parameters can take advantage of a few standard calculation formulas instead. So a Grid with 5 quantities (100, 200, 300, 400, 500), 3 Parameters (Size, Ink Colors, Sides) each with 2 possible selections will result in (2+2+2)x5=30 price cells that must be filled in. Not too bad. But if the selections increase to 4 each (4+4+4)x5 you will need to fill in 60 price cells. Using the Calculator Parameters instead will likely save some time. Grid and Calculator parameter 's can often be used in combination. 7. In the Calculator Parameters area enter "Product" for Name. For Options, enter "Product 100", "Product 200", "Product 300", (without quotes) each on their own line. 8. In the Calculator Parameters area enter "Turnaround" for Name. For Options, enter "Normal", "Expedited", (without quotes) each on their own line. 9. Click Generate Excel File. Click the New Excel File link to download the file. 10.Open the file using the free Mac/Windows spreadsheet application (or Excel). In 21

22 the Package Weight row, enter the weight (numbers only, no lbs or kg) for each Quantity. If you will be using integrated shipping options you will need to enter in a weight. 11.In the Calculator Parameters area, for Product 100, click the Yes under "Show As Option" and select No (we are hiding this from your customer). Under "Cost Per Billing Unit" enter the price for a Quantity of 100. Enter 100 for both Min Qty and Max Qty. For Product 200, click the Yes under "Show As Option" and select No (we are hiding this from your customer). Under "Cost Per Billing Unit" enter the price for a Quantity of 200. Enter 200 for both Min Qty and Max Qty. For Product 300, click the Yes under "Show As Option" and select No (we are hiding this from your customer). Under "Cost Per Billing Unit" enter the price for a Quantity of 300. Enter 300 for both Min Qty and Max Qty. 12.In the Calculator Parameters area, for Turnaround Normal, keep Yes under "Show As Option" (we are allowing your customer to select this). Leave the rest as-is. For Turnaround Expedited, keep Yes under "Show As Option" (we are allowing your customer to select this). Under "Setup" enter the flat price up charge for Expedited turnaround. Alternatively, enter a number under the % Markup column. Of course there are many other ways pricing can be set. This is just an example. 13.Save the spreadsheet as "Calculator (Sample).xls". In the Pressero Preferences > Pricing Engines > Calculator (Sample) editing window, select the saved spreadsheet using the Upload Excel File field. Click Save. Should you need to make changes to the pricing, make them in the spreadsheet and upload the new spreadsheet into Pressero to replace the old. Tip: If you will be using the the "Per Thousand Weight" column for paper weights in the Calculator Parameters area of a Calculator pricing engine, there are some websites that may be helpful: Lbs/Thousand Sheets: Kgs/Thousand Sheets: Creating a Spreadsheet Pricing Engine The Spreadsheet pricing engine enables you to manage your own pricing, especially when it is difficult or impossible to fit it into the Calculator pricing engine schema. With Spreadsheet, nearly any spreadsheet that you can use in Excel can be used as a pricing engine. However, macros, special function libraries like the Analysis Toolpak, and design controls -- checkboxes, dropdowns, or other controls that float over the spreadsheet -- are not supported. Dropdowns that live within a cell are supported. Follow the steps below to set up an example pricing calculator. To get started, you ll need a spreadsheet that does your calculation. Let s take this simple spreadsheet: 22

23 This spreadsheet just multiplies together the number of copies, pages per copy, and sides per page, and charges a half cent for each resulting click. Then it multiplies copies times pages to get total pages, divides by 1000 and accounts 1 pound for each Let s consider the Sides parameter. The name Sides is found in cell A3. The place where you type the Sides is in cell B3. And the choices that Sides is allowed to be is in the range A26:A27. So the three ranges that define the Sides parameter are A3,B3,A26:A27. Similarly, the Copies parameter is A1,B1,A9:A12; and the Pages parameter is A2,B2,A15:A23. All three of these are Quantity parameters, because they take numbers. If you had a parameter for paper stock, that would not take a number, but a string typed in. Pressero calls those Other parameters. But they, too, need three ranges to define them: a name cell, an input cell, and a choices range. The last piece of the puzzle are the output cells. We have two of them: Cost, in B5, and Weight, in B6. We don t have to name them because Pressero knows what they mean. Now we will create the Spreadsheet pricing engine. In Admin, under Preferences > Pricing Engines, click the plus button next to Create Pricing engine. A prompt appears asking the type of engine. Select Spreadsheet. 23

24 Now the new dialog is shown. Fill in the engine name; use the file chooser to locate your XLS or XLSX file on your hard drive; and enter the values mentioned above into the text boxes: Finally click Save, and your engine is created. 24

25 You can now use the Test tab (see next section) to see how the engine will behave; or you can assign it to products on the products page. If you ever need to alter it, you can download the Excel sheet from the Edit Pricing Engine tab an "Existing Excel File" link will show under the Download section then you can edit the sheet, and re-upload it to this engine. Be sure to double-check the parameter definitions when you do; if things got moved around because you inserted or deleted rows or columns, then you should check the entries carefully. The pricing control will look just like the control for the Calculator engine; but the computations are actually happening using the Excel engine, with your formulas. Here is a screenshot of this engine in action: 25

26 Testing your pricing engine. 1. The Pricing Engine Test area can be used to test without needing a storefront. 2. Choose Pricing Engines from your Preferences area. 3. Find the pricing engine you would like to test from the list of engines. Select the pencil icon. 4. Select the second tab, Test Pricing Engine. 5. Depending on the pricing engine you are testing, different options will be available for you to test. These are the same options that will be available to you when you assign your engine to a product. 6. Select the options that will apply to your product. 7. Select the Set Options button. 8. Complete the pricing engine that displays below the options. 9. Compare the results that are shown to the right and make sure the results you expected are show If they are you are ready to assign this engine to a product. If the results are not what you expected, return to the edit screen, make necessary changes and retest. 26

27 Editing a Pricing Engine Select the pencil icon next to the Price Engine's Name to edit a Price Engine. The edit window will display. You can review the Price Engine details and settings. Click Save after making any changes. Deleting/Undeleting a Pricing Engine Click the Delete button at the bottom of the Price Engine edit window to delete a Price Engine. Check mark the Include Deleted box at the top of the Price Engine control to display all deleted a Price Engine. Click the Edit pencil and then click Save to undelete a Price Engine. 27

28 Preferences > Shipping You must have at least one Shipping Method available for a customer to place an order. Otherwise there will be no Submit Order button in the Site. Shipping > Carrier Accounts tab (FedEx, UPS, USPS) Select Carrier Accounts from the Shipping link to set up the carrier account information. If you will be offering Shipping Methods that use USPS (US Postal Service), FedEx, or UPS, enter your account details, Save. Also, make sure you have entered a location in Preferences > Locations. This will be used as the ship from for calculating shipping costs. Without a Location, any Store you create will have problems in the Shipping area of Checkout. You can override the account information entered here on a site by site basis. If you want to use your customer's account (instead of yours), enter it in their Site > Settings > Shipping area instead. FedEx. FedEx has changed their rules for integrated shipping. Each print service provider (you) must get their own dev key and password. Here are the steps: Go to 1. Login, and make sure the "I want to go to" drop down has "Web Services for Shipping" selected. If you don't have an account, go to the Sign Up page link, located below the login area 2. Click on Move to Production 28

29 3. Click Obtain Production Key at the bottom of the page 4. Select "No" for resell intent. Click the FedEx Web Services for Shipping option in the second area. In the third area, click Corporate Developer. 5. On the next screen, Accept the license agreement 6. Put your information in the Contact Info area 7. Put your information in the Developer Info area 8. Proceed through confirmation. Enter the information you receive in the Settings > Shipping > Carrier Accounts area. Enter the Developer Test Key into the FedEx Dev Key field, enter Test Account Number into FedEx Account, and enter Test Meter Number into FedEx Meter. Enter the Test Security Code ed by FedEx into the FedEx Password field, Save. UPS 1. For UPS, you need to register for a UPS Online Tools account here: 2. Follow the five steps in How To Get Started to get an Access key 3. Your user id and password should be contained in the that UPS sends to you. 4. You'll use the information you receive in Pressero's Settings > Shipping > Carrier Accounts area. Save. USPS 1. For US Postal Service, you need to register here: Where it says "Access USPS Tools", click "Sign up". 2. "What is the Web site address (URL) of the site that will be hosting the USPS Web Tools?" - enter your intended site name. 3. "How will you be using the USPS Web Tools? - "Exclusively on my website". 4. You will receive a UserID and a Password by from UPS. Please forward this to support@aleyant.com so that we can run necessary tests. 5. After we have notified you that the tests are complete, please contact the USPS Internet Customer Care Center (uspstechsupport@esecurecare.net / ) and politely request that they switch your profile to allow you access to the production server. 6. Add your USPS UserID and Password to Pressero's Preferences > Shipping > Carrier Accounts area. 29

30 Shipping > Shipping Methods tab 1. Name and create Shipping Methods your customer will choose. Two types are available: Integrated (rates based on your Carrier Accounts) Non-Integrated (Pickup, Delivery by your vehicle). 2. Click Create New Shipping Method. Enter a shipping Method Name (FedEx Next Day, UPS Ground, Pickup, etc.) 3. Select a Carrier for this shipping method (or Use Non-Integrated for Customer Pickup, Company Delivery Vehicle, etc.). 4. Enter other parameters as needed, Save. 5. Note, setting Maximum Weight to zero will likely prevent the display of any integrated shipping methods and may prevent Checkout. 6. Within each Site you create, one or more of these Shipping Methods can be selected by you for use by your customers. 7. FedEx > Special Services. Only select services that do not conflict. For example, having "Hold at location" as well as "Inside Delivery" plus "Return Shipment" selected will prevent the proper operation of the shipping method because these are contradictory requirements. Note Home Delivery is not yet supported, do not select it. 8. UPS > Service. Note that some Services such as UPS Ground are supported for US and Puerto Rico origins only. If you are outside the US, check the UPS website to determine which Services are available for your country. When testing, if your UPS Shipping Method returns the error "Shipment not possible: No estimate returned (service ineligible)" this could be the cause. The Shipping Method will not display in your Storefront if it is not supported for your country. 9. UPS > Packaging. Note that some Packaging types work for certain UPS services and not for others. "None, or Your Packaging" should be selected for UPS Ground. Do not select "Box" for UPS Ground. Box only works for UPS Air, UPS 2nd Day, etc. If your UPS Shipping Method does not display in your Storefront, this would likely be the cause. 30

31 Editing a Shipping Method Select the pencil icon next to the Shipping Method's Name to edit a Shipping Method. The edit window will display. You can review the Shipping Method details and settings. Click Save after making any changes. Deleting/Undeleting a Shipping Method Click the Delete button at the bottom of the Shipping Method edit window to delete a Shipping Method. Check mark the Include Deleted Methods box at the top of the Shipping Method control to display all deleted a Shipping Methods. Click the Edit pencil and then click Save to undelete a Shipping Method. 31

32 Preferences > Payments This area is used to setup a library of payment methods you can then select from on a store by store basis. Choices include Authorize.NET (credit cards), EBS (credit cards), PayPal standard (credit cards), and Open Terms (invoiced later by another system) Authorize.NET Preparation There are several things you will need to do in preparation for setting up Pressero to use Authorize.NET: 1) Set up an account with Authorize.net and get an API Login ID and Transaction key. 2) Contact your Aleyant sales representative to purchase the SSL certificate. You will need a certificate for each primary domain. If you have more than one subdomain for a primary domain, a wildcard SSL is required. (Examples of a primary domain and subdomain would be 3) Customers subscribing to Pressero prior to June 2012 will need to convert to the Advanced Payment system in Pressero. To do this, go to Preferences > General Settings > Payments tab and click the red button that says, Switch to Advanced Payment Support. A new Payments section will appear under Preferences. Your existing payment methods will now appear under Preferences > Payments. Setting up Authorize.NET in Pressero After following the preparation steps above, 1. Choose to Create New Payment Method. Select Authorize.Net as the Method Type. 2. Name the method. 3. Enter your API Login ID and Transaction Key. These were assigned to you by Authorize.Net. Save. If you go to Sites > Settings > Payments tab, you will now see that you can turn on this method in the site by clicking the box next to the payment method name. Setting Up PayPal Credit Card Processing in Pressero This is where you link Pressero to your PayPal account. Your PayPal is required if you will be allowing credit card payments in any Site. 1. You will need a free PayPal business account (Website Payments Standard). You can go to in order to start signing up. Click "Get Started" in the Business area. Then, in the drop-down menu that will appear, choose "Website Payments Standard." After that, you can follow PayPal's instructions to complete the account setup process. Make sure you follow the instructions to confirm your address after creating the account. 2. VERY IMPORTANT: You will then need to enter the following PayPal IPN into your PayPal account: Log into PayPal, click "Profile" on the My Account tab. In the Selling Preferences column, select "Instant Payment Notification Preferences." Click "Choose IPN Settings." You MUST enter as the Notification URL. Select "Receive IPN messages (Enabled)". Click "Save." See PayPal help here: 3. Once your PayPal account has been created, and your IPN has been entered, go to the "General 32

33 Settings" tab in your Pressero admin site. Then click on the "Payments" tab. Enter the address associated with your new PayPal business account and click "Save." If the steps above are not completed, you may experience some of the following issues: Orders not being marked "paid" in your administrative area > Orders. Customer and Site administrators will not receive confirmation from Pressero that an order has been completed. You will only receive a receipt from PayPal to your account . PayPal may add tax to the transaction. Authorize.Net, EBS, vs. PayPal As an alternative to PayPal, credit card payments via Authorize.net or EBS (India) are also supported. The thing to understand about credit card processing is there are two entities involved: a "Payment Gateway" and a "Payment Processor/Merchant Bank". PayPal operates as both the Gateway and the Processor. If you choose to have credit card processing done via a Merchant Bank, you will also need to have an account setup with Authorize.net (the Payment Gateway). You will need to setup an account with Authorize.net and link it to your Merchant Bank. Both Authorize.net and the Merchant Bank will charge fees that may total about what you'd pay PayPal. For details on how a Payment Gateway works see: In addition to a Authorize.net and Merchant Bank accounts, you'll need to choose an SSL (Secure Socket Layer) option: 1) Shared SSL or 2) Purchased SSL. The free Shared SSL option uses Pressero's SSL certificate whereas the Purchased SSL uses a certificate you buy. The shared SSL (not yet available) will display a URL similar to " where your url is "example.com". Choosing the shared SSL means every page in your store will use that shared URL. For example, the home page would be "example-com.pressero.com/page/home". In contrast, a Purchased SSL will display a URL similar to " where your url is "example.com". All pages in your store will use your domain name. For example, the home page would be " To support this option, Aleyant will need to host an SSL certificate. For a single store, this involves Aleyant charging a one time $95 setup fee, plus a small monthly fee. As part of the setup, Aleyant will purchase at no added cost to you a single domain certificate (e,g., "example.com") for you via RapidSSL (you can buy your own, but Aleyant's setup fee and monthly still apply). For a certificate that supports multiple stores, you'll need a wildcard certificate (e.g., one that can support subdomains like abcbank.example.com, xyzservices.example.com). This involves Aleyant charging a yearly $250 setup fee, plus a small monthly fee. The advantage is that it can cover unlimited subdomains. The certificate does not cover sub-subdomains such as "123.abcbank.example.com, where "example.com" is the root domain, "abcbank." is the subdomain, and "123." is the sub-subdomain. It takes us 2-3 business days for the SSL to be setup for your site. Displaying the SSL Certificate Seal A certificate is just a connection type. The certificate is not displayed in the store unless you explicitly get an image or script from the provider of the certificate, indicating that the store is running a certificate. When we register the certificate for you we can get an image or script from the provider indicating that the store is running a certificate. As part of your SSL Certificate Service, you are entitled to display the RapidSSL Site 33

34 Seal. Installation instructions for the RapidSSL Site Seal can be found on the following link: Visit the RapidSSL Support Web site, where you will find a range of support tools to help you: 34

35 Preferences > Forms Forms are a way to collect extra information from a customer. Forms can be created, named, and used with one or more Products or website Pages. The three areas a form can be used within your sites would be on a page you specify in one of your sites, the product ordering page, and the checkout page. To create a new form, select the Create New Form link. To edit the form select the pencil icon and arrow bullet beside the form name. Select Include Deleted Forms at the top of the page to view and re-activate any previously deleted forms. 1. Forms can use file uploads, text fields, radio buttons, calendars, check boxes, drop-down lists, etc. to help the customer provide required or optional information. Examples: the customer's sales rep name, how did you hear about us, authorization code, etc. 1. Click or Create New Form. Enter a Form Name, Title, Instruction. See the [?] tooltips for details. 2. Click the arrow bullet to Add New Form Field. Enter a Prompt, etc. Save. Repeat as needed. 2. Column and Prompt Number (row). Depending on the Skin you choose for your Site, you can have up to two columns of information collection fields in your Form. To use a 2 Column approach, number the fields left to right, setting the Prompt Number's sequentially starting with Example of Column and Prompt Number Settings for a Form Field: Column: 1, Prompt Number: 1 Column: 2, Prompt Number: 2 Column: 1, Prompt Number: 3 Column: 2, Prompt Number: 4 Column: 1, Prompt Number: 5 Column: 2, Prompt Number: 6 If the Skin you choose does not support 2 Column Forms, all fields will be displayed in one column, with Prompt Number 1 at top, followed by Prompt Number 2, 3, 4, etc. 35

36 Column: 1, Prompt Number: 1 Column: 2, Prompt Number: 2 Column: 1, Prompt Number: 3 Etc. 4. Form Field Prompt Types Radio Buttons. Enter a list with a minimum of two items in the Default Information area. Each item in the list must be on its own, separate line. Each item in the list will have a radio button displayed next to it. To allow a User to select nothing, start the list with 0, None, or Not Applicable. The User chooses an item in the group by clicking its radio button. Only one item can be selected. File Upload. The Default Information area should be left empty. Note: a Form's File Upload field can not be used when adding a Form to a Product. Use the Product's Upload Field instead. See Sites > Products > General: Upload Fields. Total file transfer limit per upload session is 1 GB or 2 hours. Drop Down List. Also known as a pick list, or a menu. Enter a list with a minimum of two items in the Default Information area. Each item in the list must be on its own, separate line. For a list of numbers, start the list with zero 0. Otherwise, start the list with None or Not Applicable. The User chooses an item in the list by selecting it. Only one item can be selected. Check Boxes. Enter one or more items in the Default Information area. Each item must be on its own, separate line. Each item will have a check box displayed next to it. The User chooses an item by clicking its check box. More than one item can be selected (checked). Text Area. Used for allowing notes, lengthy messages, or descriptions to be entered by the User. The Default Information area should be left empty. Text Box. Used for collecting a name, address, short description, quantity, etc. from the User. The Default Information area should be left empty. 36

37 Small Text Box. Same as Text Box, but the displayed box length is shorter. Rich Text Box. Same as Text Box, but the User can format the text font size, color, style, alignment, and insert symbols. Calendar. Used to collect a date. The User can enter a date, or select it from a month-based Calendar. Use the Default Information to set a default date, measured in days from now. The user can over ride the default and select any date. Rating. Used to collect a star rating. The User can select from 1-5 stars in half star increments. Use the Default Information to set a suggested star rating. 37

38 Preferences > Admin Users Anyone who has access to the Pressero Admin. The type of access they have can be controlled by you by assigning them to an Admin Group. Click or Add New User. Every User account must have at either an address or a Username. To create a new administrative user, select the Add New User link. To view and re-activate a previously deleted administrative user, check the box Include Deleted Users at the top of the page. To edit a user, select the pencil icon beside the Username of the user. 1. Users: Personal Information > . The "@" character is required in Users: Login Information > Username. The "@" character cannot be used in a Username. 3. Users: Additional Information > Receive Notifications. Check this box if you want this person eligible to receive notifications. Unchecked, this User will be blocked from receiving notices. See also Sites > Users, and Sites > Notifications. 38

39 Preferences > Admin Groups An Admin Group is a set of Users who work with you. The Everyone Group is a default Group that all can belong to. Depending on your needs, you can create additional Admin Groups, each with different access to the Pressero system. To create a new User Group, select the Add New Group link. To edit a Group, select the pencil icon beside the Group Name. In Preferences > Admin Groups, you can create special Groups of Users that have limited access to the Pressero Administration area. Some Admin Groups can be permitted to add and edit the Pages of your Sites, or set Broker controls, or view orders from all customers, etc. Sites also have a Site Groups control, specific to that Site. Four Permission Principles 1. Avoid using Deny. In most cases, use Not Set instead. Not Set means the permission is Off. 2. Permissions can apply across Groups. A "Not Set" permission means the user is not granted the permission unless Allowed in another group they belong to. When the User is a member of two Groups with one group set to Allow and the 39

40 other set to Not Set, Allow will over ride Not Set. A "Denied" permission is ALWAYS denied. When the User is a member of two Groups with one group set to allow and the other set to Deny, Deny will over ride Allow. 3. Higher (stronger) level permissions when Denied will override lower level permissions that are Allowed. For example, if the higher level "Can manage sites" is Not Set or Denied, and it's lower level "Can manage content pages" is Allowed, the group member will not be able to change content pages. 4. A permission Allowed at a higher (stronger) level will grant all permissions underneath it unless they are set to Denied. 5. Permissions can be granted globally (all sites), or on a per site basis instead. For example, you can have an Admin Group named "Bluestore Admins" where "Can manage sites" is Allowed only for the Bluestore site. That way the Bluestore Admins group can do everything for the Bluestore site, but nothing for the Redstore site. Store specific permission settings like this are done in the store's admin area (Sites > Site Groups > Admin Groups). See more site specific examples below Permission Levels for Admin Groups The more indented a permission is below, the "stronger" (i.e., higher) level it is. Remember, a permission Allowed at a higher level will grant all permissions underneath it except those set to Denied. A permission Denied at a higher level will deny all permissions underneath it, regardless of whether those permissions are Allowed. 1. (a) (b) (c) (d) Can manage all subscriber settings Ability to Manage Settings Can manage all users Can manage brokers Can manage sites i. Can manage inventory stock items and transactions ii. Can view and edit orders A. iii. iv. v. vi. Can view orders Can Can Can Can manage manage manage manage content pages products promotions site menus Referring to the hierarchy above, if 1. is set to Denied, then any Allowed permissions for a-d, and i.-vi. will be ignored and be Denied instead. So if the higher level 1. "Can view and Edit orders" is set to Denied, a lower level 1 (d) ii. A. "Can view orders" set to Allowed will be over ridden. The Group member will not be able to view orders, nor edit them. Likewise, if 1 (d) iv. "Can manage products" is set to Allowed, but the higher level 1 (d) "Can manage sites" is set to Denied, Allowed will be over ridden and the Group member will not be able to add or edit products. On the other hand, if 1. is set to Not Set, then permissions for (a-d), and i.-vi. that are Allowed will be used. "Not Set" in this context is treated as a conditional "Denied, unless it is Allowed" So if "Can view orders" is set to Allowed, but "Can view and Edit orders" is set to Not Set, Allowed will be used and the Group member will be able to view orders, or edit them. Likewise, if "Can manage products" is set to Allowed, but it's higher level "Can manage sites" is set to 40

41 Not Set, the Group member will be add or edit products. Permissions that are being Allowed will display a green background. Permissions explicitly Denied will display a red background, while Not Set will display a white background because it is a conditional "Not Allowed". Store Specific Admin Permissions Example Scenario: Two stores: Bluestore.com and Redstore.com Four Admin Groups: "Owner", "Order CSRs", " Bluestore Admins", "Blue Nonpromos" Below are Admin Group Permissions: (see Permission Levels for Admin Groups above for numbering hierarchy) Owner Group ( allowed to do everything) 1. "Can manage all subscriber settings" - Allowed (this will be global - all sites) (a)-(d), and i.-vi. permissions - Not Set The practical result is members of the Owner Group are allowed to do everything Order CSRs Group (view and edit any order regardless of site) (a). "Ability to Manage Settings" - Allowed (this will be global - all sites) ii. "Can view and edit orders" - Allowed (this will be global - all sites) All other permissions - Not Set This means that Order CSRs can view and edit any order regardless of site. They also can set their own password. Bluestore Admins Group (can manage every aspect of Bluestore, but nothing in Redstore) (a). "Ability to Manage Settings" - Allow (this will be global - all sites) (d). "Can manage sites" - Not Set in Preferences, Allowed in Bluestore site only (set at Sites > Bluestore > Site Groups > Admin Groups) All other permissions - Not Set This means that Bluestore Admins can manage every aspect of Bluestore, but nothing in Redstore. They also can set their own password. They cannot manage Admin users, brokers, pricing engines, etc. Blue Nonpromos Group (a). "Ability to Manage Settings" - Allow (this will be global - all sites) (d). "Can manage sites" - Not Set in Preferences, Allowed in Bluestore site only (set at Sites > Bluestore > Site Groups > Admin Groups) v. "Can manage promotions" - Not Set in Preferences, Denied in Bluestore (set at Sites > Bluestore > Site Groups > Admin Groups) All other permissions - Not Set This means that Blue Nonpromos can manage every aspect of Bluestore EXCEPT promotions. Nothing on Redstore. They can also set their own password. They cannot manage Admin users, brokers, pricing engines, etc. 41

42 Preferences > Workflows1 1 Please note that this area is to create a Custom Workflow and is an advanced feature included in the Professional and Enterprise packages. It is not included in the Standard package. When an order arrives, there is a default Status applied to the order. You can then change the status by selecting from a Status list. When a status update is made in the standard workflow, both your internal staff and your customer can see the updates. This Workflow page can be used to create your own default Status, as well as a custom Status list. To create a new Workflow, select the Create New Workflow link. To edit the workflow select the pencil icon and arrow bullet beside the name. Storefront Specific Status. The Workflows control enables you to create your own list of storefront specific Status updates. This "custom workflow" can then be applied to all orders from a specific Storefront. For example, you may want the initial order status for all orders from ABC Storefront to display "PrePress Review". Product Specific Status. The Workflows control enables you to create your own list of product specific Status updates. This "custom workflow" can then be applied to all orders for a given product or products. For example, you may want the initial order status for all wide format products to display "Wide Format Imaging Dept". Because some products may have different production requirements, you can create Status updates that reflect this. Wide format jobs could have a different status list than say fulfillment 42

43 orders where inventoried items are picked, packed, and shipped. Internal vs External Status Display. You can specify that your staff sees a more detailed status than your customer. An internal status (a.k.a, Internal Stage Name) can be set that displays a different status (a.k.a, External Stage Name) to your customer. For example, while your staff sees the job is in Prepress, then Press, then Bindery, your customer sees only "Job in Progress" through all three stages. Three Stages are Required. A custom Workflow must include all four of the following stages: Received, Completed and Cancelled. If you do not include these stages in a Workflow you create, it will be considered invalid ; it will be ignored; and it will not display in the Workflow pulldown menu when setting up products. Workflows vs Order Approvals. Workflows and Approvals are not connected. One does not know or interact with the other. Any "approval" status in a workflow is meant to be set manually by your staff. For example, "we sent a printed proof to the customer and they approved the color." In contrast, order approvals are done in the storefront's Order History page by the supervisor of the person who placed the order, resulting in a check mark displaying in the Approved column in the Pressero Order admin page. 43

44 Preferences > FTP Accounts To create a new FTP Account, select the Create New FTP Account link. To edit select the pencil icon beside the Account name. To view or re-activate a previously deleted account, check the box at the top of the page Include Deleted FTP Accounts. FTP (File Transfer Protocol) is a way for customers to send files to you. It an alternative to the attach file option customers can use in a Product's ordering process. However, unlike a typical file upload, FTP can also be used by your customers to retrieve files that you have placed in the FTP folder. It is a way to make files available for customers to download. So customers using FTP can both place into and remove files from an FTP account. In addition to FTP, you can create a page for your storefront called "File Upload", or Send Files. The page can use a form you created that collect details from your customer while enabling them to select and send files (see Preferences > Forms. Also see Sites > Pages). Instead of attaching files to an order, a customer could use the FTP account to transfer very large files to you, or you to them. The maximum file transfer limit per upload session is 1 GB or 2 hours if using the store's browser-based login/file upload. FTP Uploads via an ftp program (Fetch, wsftp, etc.) may use the limit you set for the FTP account, up to a maximum of 1 GB. 44

45 Click or Create New FTP Account. Give this account a Name and a Password. You will give these to any customer you want to allow access to this account. The FTP login credentials can be used by your customers with any Site you create provided you have added an FTP item to the Site's menu. You will also want to add an FTP item to a Sites menu. See Navigation > Available Navigation Items > Standard Items. After adding an FTP Account, use Sites > Navigation > Standard Items to drag the FTP item to the Site's menu, Save. Customers can click the FTP item you added to a storefront's navigation menu, login with their web browser using the Name and Password you assigned to the FTP account, and transfer (or retrieve, or delete) files. FTP Login using Client Software. Customers can use an FTP application (Fetch, wsftp, etc.) instead of a web browser. Using an FTP application will allow larger file uploads, up to the maximum you set in the FTP Accounts control. Your customer will need to enter some FTP settings in their application. Domain will be whatever you set at Sites > General Settings > General > Site for FTP and Proofs. Unlike browser based FTP transfers, file transfer via an FTP application will only work at the FTP site you designated. User name and Password will be whatever you set in Preferences > FTP Accounts for the site designated above. For the User enter in an format for the Username you created when you setup the the website's domain name. For example, if you had set "Acme13m" as the Username, enter Acme13m@myname.v4.pressero.com. For the Password, use the password you set for the FTP account. For Host use the site's domain name (example: myname.v4.pressero.com). The default directory (if asked for) would be just blank or / There isn't an notifice when an ftp client is used. Note: the above refers only to FTP applications, not browser-based ftp logins. Files sent via FTP reside in Tools > File Manager > FTP > Account. Note that everyone who logs in will have access to any and all files that remain in the FTP account. They can download the files, or even delete them. Depending on your Pressero package, you can create up to 25, web-browser based FTP accounts. FTP Login using a Browser. If you are using a web browser, make sure you have first added an FTP item to the site's Navigation menu (Sites > Navigation). Then go to the site, click the FTP item you added. A login window will display. Enter the Username you created when you setup the account and the Password. 45

46 Preferences > Product Attributes (B2B) This area is used with custom Approval Plans. Attributes can be also be used for reporting purposes. Like those white plastic store security tags that trigger an exit alarm if the item is not paid for, you can assign a tag to any product in a Customer (B2B) storefront. The tag can be used as a trigger for an order approval request to the customer's boss within the Pressero system. See the [?] Tooltip for Attribute List for more details. See also Sites (B2B) > Approval Plans > Plan > Rule Type > Product Attribute. A third party order approval triggered by a Product Attribute would be in addition to any order acceptance you may require the customer to give when they place an order. To setup a product order acceptance by a customer, see Sites > Products > General: Acceptance Control and Acceptance Text. Attributes can be also used to separate reports for pick and pack, by using product tags for digital, offset, pick-and-pack, etc. The report writer then knows what jobs are in each department. The pick and pack report can also be used for staff to go to one of three warehouses to do the fulfillment of inventoried items. 46

47 47

48 Preferences > Vendors Orders can be sent to outside vendors, wholesalers, specialty trade shops, etc. This can be done manually in the order area or automatically by Product in the Product > General > Vendor list. The customer is not aware of the Vendor. To add a new vendor, select the Add New Vendor link. To edit the vendor information, select the pencil icon beside the vendor name. To view and re-activate a previously deleted vendor, check the box at the top of the page Include Deleted Vendors. An order is sent to a vendor via an notification from your company. The will have a link that opens to the order's Job Report. The report includes all the information they need to process the order including any associated files (file's attached by the customer, asset files you associated with the product, edocbuilder templates, etc.). They will also be able to update the Status of a job, and a shipped date and tracking number information in the Notes area. Your order area twill be updated with this info automatically, as will your customers order history. Status change s will also be triggered and sent. 48

49 Preferences > Brokers You can create B2B Sites for customers of a Broker/Distributor/Reseller to use for submitting orders to you. To add a new Broker, select the Add New Broker link. To edit the information for a broker, click the pencil icon beside the broker name. Use the Brokers control to enter the Brokers details and Logo. Size the logo 300px x 300px. In the Sites area, this Broker info can be reused when creating a B2B Customer Site. See Sites > Customer Site > Settings > General Info: Broker. If you setup a Site for a Broker, you will want to customize the contact information area in the various messages used by the Site. See Sites > Notifications > Select Message > Customize. 49

50 Sites This is where you create, manage, and maintain B2C storefronts, B2B storefronts, and Informational Websites. Sites > Create New Site To create a Retail (B2C), Customer (B2B) or Informational Website, click Create New Site. Domain. When creating a new Site, use the name.v4.pressero.com domain name your Aleyant rep sent you and append any text you want to the front of it, separated by a dot. For example, if you had been sent AmcoPrinting.v4.pressero.com, you could create a retail Site using store.amcoprinting.v4.pressero.com, or B2B site using 123.AmcoPrinting.v4.pressero.com, etc. Until you go live, you must use this base domain in your naming conventions or you site will not display. Site Preview. After you have completed the required setup steps, you can preview your Site by using the domain you set above. If you are still logged in to your admin area, use a different browser to view changes to avoid browser conflicts and unexpected errors. 50

51 Settings > Site Types The controls and capabilities of a site will vary based on the type of site you choose to create: a B2B storefront, a B2C storefront, or an Informational website, B2B Storefront. A B2B (customer) site will require the user to login first and is intended for exclusive use of a large or regular customer, a print broker, or wholesale trade customers. This site is marked with an icon of a business person. B2C Storefront. In contrast, a B2C (retail) site is intended for use by the general public and a login is only needed during the checkout/payment process. This site is marked with an icon of a retail storefront with a window awning. Informational Website. An Informational website is one that does not have a shopping cart system (no ecommerce) at all. This site is marked with an icon of an "i" for information. The illustration below shows the controls for each type of site. The Informational Site contains the basic website, webpage, user, and controls available for all three types of sites. Both B2C and B2B sites contain extra controls related to selling products and services. B2B sites contain extra controls related to a customer's locations, purchase orders, and supervisory order approvals. B2B Site Controls B2C Site Controls Informational Site Controls 51

52 Sites > Settings Settings > General Info tab General Info > Branding Home Page URL. Leave as Default for now. Later, this control can be used to select the page you want used for Home from an alternative list of Catalog pages, Product pages, or Pages that you created. For an Informational Site home page, create a Page, and make that your starting page (see Sites > Pages). Logo. For the Logo, consider using one with a transparent background, saved as a PNG file. Alternatively, use a background color that looks good with the Skin you are choosing when creating the Logo. When creating your logo, make the longest side 800px. So a horizontal logo for example would be 800px long. Each of the skins has a different size logo area, but the system will proportionately resize your logo so no distortion will occur. The reason we suggest the images get uploaded at 800 pixels on the longest side is so no matter where it is used (home page, , etc.), or which skin you may change to later on, you will not have to redo the logo. The key is that the logo will be resized proportionately for the space where it is used. General Info > Branding Culture. Site culture setting dictates currency, weight units, and language of notifications to be sent. 1. Language. Text you enter in the system, such as product name or description, are displayed regardless of the Culture setting, or the user's web browser's language setting. 2. Web Browser Localization. A web browser's language setting will localize text for standard text items (e.g., the "Login" text on a button. This requires a translation already be in the Pressero system. In late 2011 we will add Spanish (Spain), and Portuguese (Brazil) to the current English (US) support. 3. Date and Numbers. The User's web browser will also dictate how dates and numbers are formatted. 52

53 Favicon. A favicon is a small image that can display next to your website address in a browsers address area. Upload your favicon file. This must be a 16 x 16 px.ico file. General Info > Site Basics Allow Self-Signup. If you check Allow Self-Signup, and you want these Users to see content (Categories, Products) after they create an account and sign-in, make sure these User's belong to a Site Group (such as Everyone). See Sites > Users > Site Group Membership. Universal Login Page. If allowed on a site, then the log in page for that site will permit users of any of your sites to log in from there. This is implemented in two ways: If you check the appropriate box on your site settings, your regular /login page becomes universal. The "lost password" and "create account" links disappear. If you add ###UNIVERSAL_LOGIN### to the html content of any ContentPage, then that page will include a universal login form. This lets you have more control over the appearance. In either case, when a user attempts to log in on a universal login form, it will check the account against all sites owned by the same subscriber; if multiple matches are found with same account and password, it will let the user choose from a drop down. Once a site is chosen (or if only one site matched), the username and password are stored in Application memory and the browser is then redirected to that site and login happens normally and automatically on that site. General Info > Checkout Capture Requested Ship Date. A "date picker" option to provide a calendar the customer can use to select a desired shipping date, based on settings you have created for a product when it is In Stock or Out of Stock. See Products > General > In Stock ship days, Out of Stock ship days. 1. Unchecked. If unchecked, the customer will not be able to select a shipping date, and your Orders area will use a Product's "In Stock Ship Days" and "Out of Stock Ship Days" values to determine and display a default "Requested Ship Date" for the order. 2. Checked. If this option is check marked, we use the product's "In Stock Ship Days" and "Out of Stock Ship Days" to determine the earliest possible date that can be selected, though the customer could select a later date. If the item is not under inventory control (i.e., it is produced as needed), the out-ofstock value is used (i.e., the product must be produced). If the item is under inventory control, and if there is enough inventory, the "In Stock Ship Days" value is used. If the items is under inventory control, but you don't have enough, then the out of stock value is used instead. Primary Location. Uses an address in the Locations & Departments control as the primary Bill To location for all orders. If the site has one location, this will be used for all orders. If the site's Address Book Mode is set to Address or Both, the user's Bill to location will be their Primary Address as set in their Address Book. Capture Billing Address. If this box is checked, the user will see a list of Bill To locations to choose from. If the site's Address Book Mode is set to Location, the user's Bill To location will be the one set in Sites > Settings > General: Checkout > Primary Location. If the site's Address Book Mode is set to Address or Both, the user's default Bill To location will be their Primary Address as set in their Address Book. 53

54 Settings > Domains tab Enter the temporary domain name we provided that uses the name.v4.pressero.com format. 1. Enter your new Domain Name and click "Add New Domain". The new domain will be added to the "Domains for This Site" area. 2. Select your new domain and click "Set as Primary Domain".Save. Using Your Domain Name (URL) for the Site When your Site is ready to go live, the temporary name.v4.pressero.com Domain can be replaced with your Domain name. This requires some changes to the way the DNS for your domain name is set up and managed. You have two options to choose from for managing your DNS, Self Managed, or Managed by Aleyant: Option A) Self Managed DNS. You (not Aleyant) will manage your DNS. That is, you will continue to host the domain name with the company you have it with now, but will point traffic to Aleyant's servers. This option is suggested if you want to use someone other than Aleyant for your hosting and ftp. For sites using sub-domains, you will be setting a CNAME record with your current domain registrar pointing your subdomain (for example, " (or "abcstore.example.com", etc.) to "server10.pressero.com". For sites using a root level domain such as "example.com" you will create an A Record pointed to the Aleyant IP address Setup your Pressero store to use the desired domain and/or subdomain as the "Primary" domain. You can leave the temporary "name.v4.pressero.com" subdomain in place until after the DNS switchover is completed and functioning. See Sites > Domain above. 2. If the store is a retail B2C store, make sure to set all your URL redirects before making the DNS changes (below) at your registrar. See URL Redirects section for details. 3. Set a CNAME record with your current domain registrar pointing your subdomain (for example, " (or "abcstore.example.com", etc.) to "server10.pressero.com". 4. For a root level domain such as "example.com" you need to create an A Record rather than a CNAME. Point the A Record to the IP address CNAME entries cannot be used on a root domain. 5. Depending on how often ISPs update their records, it can take up to 48 hours (sometimes faster, sometimes slower) for the changes to propagate across the Internet and web traffic redirected to your new site. This is not under your control or ours. 6. After you make these changes, send an to support letting us know. Root Domain vs. Subdomain. A root domain would be "example.com" while a subdomain of the root domain would be something like "www" or "info", or "ww2", etc. So " is a subdomain of "example.com". Likewise, "info.example.com" and "ww2.example.com" are subdomains. CNAME vs. A Record. When redirecting your web traffic for a subdomain, we recommend using a CNAME entry not an A Record. CNAME's are always best for subdomains, as they will automatically change if the underlying record changes. For example, if we need to change the IP address for 54

55 server10.pressero.com, you would not need to make any changes to CNAMES on your end, but A Records would need to be changed on your end. Example Redirect of a Root Doman and Subdomain. Let's say your registered root domain is "Example.com" and you have the subdomain "www" (as in " You also have a Pressero store using "example.v4.pressero.com" as its temporary Domain. Now you want to apply both your subdomain " and your domain "example.com" to your Pressero storefront. In this example, you would go to Sites > Settings > Domains and add "example.com" and " to the Domains list. You will now have three domains in the list: "example.v4.pressero.com", "example.com", and " You would set " as the Primary Domain, and Save. You would then login to your account where you registered your domain (NetworkSolutions, GoDaddy, Register.com, etc.). In the DNS area, add a CNAME and enter " and point it to "server10.pressero.com" (this is the server that houses your storefronts). You would next add an A Record for "example.com" pointing it to the IP address These changes would redirect traffic to your new Pressero storefront. In this example, whether someone enters or simply example.com in their browser, they would see your new storefront. Each time you create a storefront, you will need to repeat the steps above. Option B) Aleyant Managed DNS. You will have Aleyant host and manage your DNS. This option is suggested if you will use Aleyant's hosting and ftp. For this option, you need to set the primary and secondary DNS servers (via your registrar) to ns1.aleyant.net and ns2.aleyant.net. 1. Send Aleyant a Domain Change . Before making any changes, please send an to Support@Aleyant.com so we know you will be doing this. It will take us 1-2 business days to make the changes. Include the information below in your a. We choose to have Aleyant manage DNS. b. Our new root domain name is (e.g., example.com): c. The website this is for (in the Pressero Sites area):. d. . If you also want Aleyant to set up , give us a default address to setup (eg,. admin@example.com). 2. Setup the store to use that domain as the "Primary" domain. You can leave the temporary "name.v4.pressero.com" subdomain in place until after the DNS switchover is completed and functioning. a. Go to Site > Settings > Domains. Enter your new Domain Name and click "Add New Domain". The new domain will be added to the "Domains for This Site" area. b. Select your new domain and click "Set as Primary Domain". c. Select the old domain and click the "X" to remove the old domain. Save. 3. If this domain will be used with a retail B2C store, make sure to set all your URL redirects before making the changes below. 55

56 4. If you are having Aleyant set up , set the primary and secondary DNS servers (via your registrar) to ns1.aleyant.net and ns2.aleyant.net. Remove all other DNS server references. 5. After you make the changes with your registrar, send another to support so we can make the final changes on our end. If Aleyant is hosting DNS, but not hosting mail, please include all mail related DNS entries. 6. Depending on how often ISPs update their records, it can take up to 48 hours (sometimes faster, sometimes slower) for the changes to propagate across the Internet and web traffic redirected to your new site. This is not under your control or ours. 7. After Aleyant is hosting your root domain, you can create additional storefronts using a subdomain of the root without needing to repeat the all the steps above. Instead, simply enter the subdomain in the Pressero Domain tab (See step 2 above). Settings > Tax tab You can enter tax information by postal code, State or Province, Country, or Flat tax rate. The tax rates entered can also be based on either the shipping address, or the billing address and include the shipping and handling fees included in the order total. The Tax id field is for use by our European customers to capture their various flavors of VAT. Taxes can be over ridden at the product level. See Sites > Settings > General tab > Checkout Options > Override Tax. Settings > Shipping tab Select the Shipping Methods. The available Shipping Methods are listed, Check mark the ones you want for this Storefront. Test the shipping methods using the Test area at the bottom. Tip: Try different weights (0, 1, 100, 1000), as some shipping methods may work for some weights, but not others, depending on the minimum and maximum weights you set for them. 56

57 The test Result box will display costs (if successful) or errors. For example, a failed UPS Shipping test might display as "Shipment not possible: HardError: Error occurred on AccessRequest/ AccessLicenseNumber". This means UPS is reporting that one or more of the carrier account fields (UPS Access Key, UPS Account #, UPS User ID, UPS Password) are invalid or blank. Using a Customer's FedEx Account. To use a customer's FedEx account for their B2B site, we believe that it will only be necessary to replace the Meter # and Account # (see FedEx Shipping Info above) The Developer Key and Password will remain the same (yours). We haven't tested this, however. If you try it, please let us know. Settings > Payments tab Select the Payment options your customer can select, Save. Check Credit Card as an option only if you have setup your PayPal account (Preferences > General Settings > Payments). Otherwise, an error will occur in Checkout when choosing Credit Card if your PayPal account is not setup. Enable Range Option. You may choose to have a specific payment option only appear when the total for the order falls within a certain range. This can be helpful for customers with free products in their store that want to include a Free Payment option but don't want it to be available unless the order totals $0. Open Terms. This "Submit Order" option will allow the User to order without payment. When an order is placed, a "New Order" will be sent to you. Credit Card. The "Pay by Credit Card" option requires the user to pay with a credit card (via PayPal). When the order is placed the "New Order" will NOT be sent until a PayPal payment confirmation is received for it. 57

58 Both Open Terms and Credit Card. If both Credit Card and Open Terms are enabled for a site, and the user selects "Submit Order" (open terms), then a "New Order" will be sent to you, and to your customer. If they click "Pay by Credit Card" instead, the system will not send the until a Paypal payment confirmation arrives. When both Credit Card and Open Terms payment methods are available for a site, the system distinguishes between: Unpaid (Temporarily) - the User selected "Pay by Credit Card," completed payment in PayPal, but PayPal confirmation has not yet been received by Pressero. Upon confirmation, the order will display under Paid and a "New Order" will be sent. Unpaid (& Abandoned) - the User selected "Pay by Credit Card ", but then quit PayPal before payment. The will never be listed under Paid and the "New Order" will not be sent. Unpaid - the User selected "Submit Order" (open terms) to complete their order. The order will not be listed as Paid but the "New Order" will be sent. Open Terms Bill To Address. If the Sites > Settings > General: Checkout > Address Book Mode is set to Location, the user's default Bill To location will be the one set in Sites > Settings > General: Checkout > Primary Location. If the site's Address Book Mode is set to Address or Both, the user's default Bill To location will be their Primary Address as set in their Address Book. Settings > Instructions tab You can customize the instructions found throughout the sites. Depending on what type of site you are working on, a different number of pages will be available. Some of the areas you can add instructions to, are the Login In, Proof Acceptance page, Checkout, etc. Settings > Content tab Contact Block: Add a block of information that will be used in a certain place on your home page depending on the skin you choose. Footer Content: Enter content to appear in the footer of each page of your site. Settings > Notifications Different Sender per Site. Enter the sender name and address that will be used as the From: address for all notifications sent from this site. If either is left blank, then it will be taken from your global (susbcriber-level) SMTP settings (Preferences > General Settings > ). 58

59 Settings > SEO/HTML tab Edit Share Script Area. Paste javascript code here for bookmarking, social networks (Facebook, LinkedIn, etc.), live chats, etc. See for examples. Edit HTML Head Content. A "computer geek" option, this can be used to inject the contents into the head area of the site. It can be used to override external css, some special js, etc. Edit Analytics Script. Paste javascript code here for Google analytics, or similar. This can also be used to track visitors through checkout. 1. Signup for Google Site Analytics. 2. In Google Analytics, signup for E-Commerce Analytics. 3. Paste the Google Analytics js code into the Analytics area. Nothing should be needed in the Checkout Conversion analytics area (below). Edit Checkout Conversion Analytics Script. This is used for Google AdWords Conversion Tracking through the checkout process. A code snippet is placed on the checkout page of your storefront so statistics on users who click on a Google AdWords ad and complete a conversion (purchase, sign-up, page view, or lead) can be collected and viewed in your reports. The Google code snippet will be provided when you sign up from the Conversions page located under the Reporting tab in your AdWords account. See for more details, or search "AdWords Conversion Tracking Setup Guide" Edit Robots.txt Contents. Creates a file to tell a search engine what to catalog and what not to catalog. It is automatically generate it if not provided. Edit Sitemap.xml Contents. Similar to the Robots.txt in concept. Pressero automatically generates an xml sitemap file to tell search engines what to catalog. You can override the autogenerated file by pasting your own xml sitemap in this control. Note: If you are submitting a sitemap to Google Webmaster tools, you must submit an xml file.to generate an xml sitemap of your site, append "/sitemap.xml" (without quotes) to the end of any of your store urls, or go to and use their tool. Settings (B2C) > SEO/HTML. Use the Settings > SEO tab in a Retail store to set defaults for your Search Engine Optimization content. This info will be applied to every page in your site. To over-ride the default SEO content for a Page you create, use the Page SEO tab in the Pages editing area. Any SEO field left blank in the Page > Page SEO tab will use your default SEO info. Keep in mind that search engines can index your site, even while under development. To prevent search engines from indexing your site, we recommend taking the following two steps: 59

60 1) In Site Settings > SEO, edit the Robots.txt file to contain the following information only: User-agent: * Disallow: / 2) In Site Settings > Sitemap.xml enter "none" 3) Click Save. Settings > SEO/HTML > Turning Off or Changing Page Elements. The information below is not a CSS training guide, it is intended only to clarify the operation of this area for those who already understand CSS. If you are familiar and comfortable with CSS including identifying element "class" selectors in page source HTML you can use it to turn off (not display) certain HTML elements of a page or to affect text formatting of some HTML elements of a webpage. We do not recommend using "id" tags as they can, do, and will change over time, rendering your code useless. We recommend using class tags instead. All storefronts have an HTML Head content admin area (Sites > Settings > SEO/HTML for B2B's, or Sites > Settings > SEO/HTML tab > edit HTML head content for B2C's). This area can accept CSS. Any current code in this area may contain CSS and you should not simply replace it. CAUTION: Some class tags may be used in more than one area of the storefront, not just on the page you want to modify. Be careful when making changes. Make sure to test changes a verify they are not affecting the operation of other pages in the store. Example 1, Basic Format. Paste CSS style tags into the Header content area using the standard formatting: <style type="text/css">.(class name){css property: value;} </style> "#" precedes an id name, while "." precedes a class name. You can affect more than one element by separating their id or class selectors with a comma. Example 2, Estimate Shipping Country Menu (id Selector). Say you don't want the country selector displayed on the storefront's Product page. You view the page source to determine the ID's associated with country selector and add the following code to the HTML head content. The sample below will turn off the country menu that normally displays on the Product detail page by the shipping estimator: <style type="text/css"> #detailpage_shippingcalculator 60

61 #detailpage_shippingcalculatorpostalcode-country, #detailpage_shippingcalculator select{display:none;} </style> Example 3, Add to Cart (Restricting Specific HTML Elements to be Affected by a Class). You can turn off the Add to Cart element for a specific product, by using the class name for the product (found in the page Body tag) and then adding the class name for the Add to Cart button. Notice there is no comma separating the two since we only want the button turned off for this "a test" product, not all products: <style type="text/css">.pagename_a-test.addtocartbutton{display:none;} </style> Example 4, Unit of Measure Grid (Class tags). Say you don't want the Unit Of Measure pricing grid displayed on the storefront's Product page. You view the page source to determine the classes associated with the grid plus associated text and add the following code to the HTML head content. <style type="text/css">.pricinggridtable, span.pricinggridselectionsunits,.pricinggridunits{display:none;} </style> Example 5, Bolding Text (Class tags). Say you want the Quantity and Selection text for a Unit Of Measure pricing grid displayed in bold on the Product page. You view the page source to determine the classes associated with the grid plus associated text and add the following code to the HTML head content. <style type="text/css">.selection {font-weight:bold;} </style> 61

62 Sites > Skins Skins > Select Skin Select a layout for the site. It's look (colors and images) can be changed after selection by using the Customize Skin tab. If none of the skin layouts match your needs, contact your sales rep for pricing and details on a Custom Skin. After a Custom Skin has been added to your account, it will display and be selectable at the bottom of the Select Skin page. For testing, it's best to apply a custom skin to a test storefront before using it with your actual storefront. Skins > Customize Skin Images. Images for a Skin can be changed. Select from our stock images for the background, banner, shopping cart, etc., or use your own. To use your own images, click the Upload Images link. Click the + icon to add your image to the skinimages folder. Images can be.jpg,.gif,.png. The banner can also use a.swf or animated GIF file. For image size, refer to the Skins control area. Name the file as needed (for example, background.jpg, cart.png, etc.). Some skins support banners that are smaller in height than the default banner. These would be Clean & Clear, Ender's Game, Holmes, Rumfoord, Santiago, The Post, Watson. The banner width still needs to match the required width. Color Scheme. Enter the Hex or RGB color value you want, click Apply. Click Save Skin Settings before leaving the Skins control. 62

63 Twitter Feed. Optional. A Twitter feed can be displayed on your Home page based on your Skin's layout. Enter a Twitter Account (e.g., for Twitter/Web2Print, enter Web2Print). Save Skin Settings before leaving the Skins control. RSS Feed. Optional. This field can be left blank, or an RSS feed can be displayed on your Home page based on your Skin's layout. Enter an RSS feed (e.g., for a Google Sci/Tech news feed enter for a National Public Radio news feed enter RSS News feeds can be found on many websites and can be a source for your site, or use a web search. Save Skin Settings before leaving the Skins control. Show Your Logo. Optional. Uncheck this if you don't want your logo to display. Your customer's logo will still display. 63

64 Sites > Pages Pressero has a website Content Management System (CMS) built in. You can add Pages for Staff, Company Picnic, Send Files, landing pages for ad campaigns, special offers, anything. Content tab The pages can have text, images, video, and include forms for visitors to fill out for newsletter, information requests, etc. The built-in text editor creates the needed html, so you don't have to. However, if you know html or css, you can use it. The way to add video to a page will depend on what type of video it is. YouTube. Probably the best solution is to embed a YouTube video. Create a YouTube account, upload the video there. Use the share button below the video. A list of options will open. Ignore the "HTTPS", "Enable privacy-enhanced mode", and "Use old embed code" options. You will need to provide a size for the video. The YouTube embed code is called an iframe. YouTube will give you something similar to the following code. <iframe width="420" height="315" src=" frameborder="0" allowfullscreen></iframe> Copy the embed code provided by YouTube; switch the Pressero Page editor to HTML mode, and paste the embed code. Save. Flash Video. You may add Flash video video to any page page by uploading the file using the Flash Manager. Click the Flash icon in the Page editor's tools area. A window will popup. Use it to add your Flash file to the webfiles folder, then click the Insert button. Save. Other Video Media. Any other media files will have to be converted so they can be shown on the web. And you will want some sort of controls for the video like play and pause. Access Control tab Pages must have a Site Group assigned before they will display. Select the Site Group(s) that will have access to the Page. The Everyone Group enables anyone and everyone who visits the Site to access the Page. 64

65 Page SEO tab By default, Pages in a Retail or Informational Sites will use the SEO you added in Sites > Settings > SEO. You can over ride those defaults in the Page SEO tab. Any fields you leave blank will use the defaults. Forms tab Forms can be used to add one or more Forms you created in Preferences > Forms. Form Submit Response is used to display text and or use javascript after a form on a Page has been used by a Site User. Send Files Page. By adding a Form you created for file uploads, you can create a simple page for visitors to use to send you files, outside of using a Product's file attachment capability when placing an order. See Preferences > Forms. Also see Sites > Products: Upload Fields. 65

66 Sites > Navigation Navigation: Adding Items to a Menu 1. Four Menus. Each Skin Layout contains four navigation Menus that display in your Site at top (menu 1), side(menu 2, menu 3) and bottom (menu 4). You have complete control over the items that display in a Navigation Menu in your Site, the order in which the items display, and the name the the items display in the Menu. In the Available Navigation Items folder are items that can be added to any Menu. Subfolders contain more items. Add an item to any Menu by dragging it to the Menu. Position items in a Menu by dragging them to the desired position. Rename items by double-clicking them. Delete items in a Menu that are unwanted by dragging into the Trash. Save before leaving the page or changes will be lost. 2. Adding Standard Items (Login, Order History, etc.). The Navigation control for a Site has a number of Standard Items (such a Login) that can be selected, dragged to any Menu, positioned, and renamed with a double-click as needed. If a B2B customer uses the Login on your Retail Site, they will be logged into the Retail Site (assuming they have an account there). They should use the B2B site's web address to login there, or You can add a direct link to their B2B on your Retail site. Drag an External URL item into a Navigation Menu on your Retail Site, click it, and enter their URL in the URL box that displays at the top right of the Navigation control. Double-click the External URL in the menu to rename it with your customer's name, 66

67 Save. RSS Feed. You can add an RSS Feed to a Menu. This enables visitors to subscribe to your website. Using an RSS Reader application in their web browser, the visitor will get updates when you change, add new content. For more, see 3. Adding Pages (Staff, Send Files, Portfolio, etc.) to Menu. Any Pages you create will be listed in the Content Pages folder in the Navigation control. Select and drag any Content Page into a Menu, position, and rename as needed. Renaming in the Menu can very helpful for Pages that use keyword-rich page titles for SEO could be too wordy for use in a menu. 4. Adding a Blog to a Site. A blog link can be added to a Navigation menu as either an External URL (to say, a WordPress or Blogger page), or as Content Page you created within the site. 5. Menu Depth. The Depth setting controls the maximum number of submenus a Menu item may display. By default, the Depth is set to zero (0) no submenus. If a Category item is placed in Menu 1 and it is a Parent to other Categories (Subcategories have been assigned to it), a Depth setting of 0 will result in the Category name displaying. A depth setting of 1 will result in the Subcategories being listed in a secondary menu when you hold the cursor over the Parent Category item. If a Parent Category is placed in Menu 2 or Menu 3 instead, a Depth setting of 1 will result in the Subcategories being automatically displayed in the menu (no cursor hovering needed). To access a Menu item's Depth setting, click the item. A Depth box will display at the top of the page to the far right of Save. Enter 1 if applicable, Save. Check the Products box if the Parent Category contains both Subcategories as well as Products. Setting the Depth to 1 for an item that is not a Parent will have no effect. 6. Adding Subcategories to a Menu Item. If you have a Category that is a Parent to other Categories (a.k.a. Subcategories: a Category that uses another Category as its Parent, instead of Root), and want the Subcategories to display as a selectable list when the User hovers over the Parent Categories name in a Menu, add the Category to a Menu, select it. A Depth box will display at the top of the page to the far right of Save. Enter 2, Save. Also see Categories > General Info: Parent and Subcategories. When creating submenus: Save after creating each submenu. Use a unique name for each submenu. Do not name any submenus the same name, even if they are under different parent menus or submenus. Create the submenu structure first, saving on the way, then add items to it. 67

68 Sites > Site Users Anyone who has access to the Site is a User. If it is a Customer Site (B2B) the type of access they have can be controlled by you in various ways particularly by assigning them to one or more Site Groups. You can add Users in the following ways: 1. Manually through the administrative area. 2. Allow the user to create their own accounts via the website. In a B2B environment you can activate the option to Allow Self-Signup, and even require that the signup is approved by an approval manager if need be. 3. Give a user permission to add new users via their website login (B2B stores). This works well for managers who want to add new employee's to their storefront. 4. Upload a database list you fill in. You will find a user import/export option for this. When you download the database file provided, it will contain the current records so you can change/add/update the user information and import into the system. When setting up a custom approval plan, each user account does not need to have that custom approval selected for it to apply to their orders. Instead, make the plan the "Default Approval Plan" for the site (Sites. Settings > General Info), and users do not have to be individually set. If you have some users that should use a different plan than others, then you can set them individually. But this situation should be very rare. The User's "Approved By" Group setting can be left blank, or a Group can be selected. If you select a Group, it will only be used by an Approval Plan that has the "The Site Group assigned to approve the user's orders" option checked in the "Who will approve orders that match this rule?" area. (Sites > Approval Plans > Rule). Shared Accounts. Sometimes there is a need to have a User account that is for the common use of more than one person. The people do not have a User account of their own. Sometimes this is used so every/any employee at a given customer location can place an order for that location. In this case, the Shared account is restricted. Those who login using the account will not be able to edit the account name, username, password, address, etc. This prevents them from accidentally hijacking the account. Provided you allow Site Users to have access to the Address Book (Sites > Settings > General Info tab), those with 68

69 a shared account WILL be able to add new addresses and these will be available for use or editing by anyone else using the shared account. They will not see order history, or profile information and will not be able to re-order from a previous order placed. 69

70 Sites > Site Groups A Group is a set of Users. The Everyone Group is the default Group for a Site. You can add additional Site Groups as needed, each with different permissions. 1. Site Groups can be a very powerful tool, affecting what products can be seen, what pricing is seen, who receives , and a host of other capabilities. You can create special Groups of Users for a Site that have limited access to some of the same capabilities that you have as the Pressero Administrator for their Site. Some can be permitted to view, add, or edit Users of the Site, or view all customer orders in this Site, etc. A Site Group can be used to limit access to different Products and/or Pricing (See Products > Groups, Products > Pricing) Example: The Site Group ABC Headquarters can see different Products than the Site Group ABC Production. Site Groups can also be used to limit access to Pages you have added to the Site (See Pages > Access Control) Example: The Site Group ABC Headquarters can see different Pages than the Site Group ABC Production. 2. Site Group Permission Conflicts When setting the Permissions of a Site Group, it's usually best to use Allow or Not Set. The Denied setting should be used sparingly. When there is a conflict between Allowed and Denied, Denied wins. In contrast, Not Set neither Allows nor Denies. Instead, it defers that choice to any other Site Group the person may belong to. Think of Not Set as a softer version of Denied. It does not Allow, but neither is it an absolute Denied if the permission is set to Allow in another Site Group the User is a member of. 3. Examples Showing the Effect of Site Group Permission Settings Peter belongs to both Site Groups Permission Site Group Everyone Members Site Group Approvers Members Peter's Permission 70

71 Setting Can view orders? Setting Can view orders? 1 Can View Orders Not Set No Not Set No Denied 2 Can View Orders Not Set No Allowed Yes Allowed 3 Can View Orders Denied No Allowed Yes Denied 4 Can View Orders Allowed Yes Allowed Yes Allowed 5 Can View Orders Allowed Yes Denied No Denied Let's say Peter is a member of the Site Group Everyone and another Site Group you created called Approvers, for approving orders. The correct way to set the Site Group permissions is #2 above because Allowed beats Not Set. In #3, when Peter is requested to approve an order, he can't because there is a conflict. As a member of the Site Group Everyone, he is specifically prevented from seeing the order, and Denied always wins. The other examples are for comparison. 4. Admin Group Permissions can be overridden within a Site. If you have a situation where an Admin Group Permission needs to be overridden within a Site, see Sites > Site Groups, and select Admin Groups in the instruction area at the top of the page. The Admin Group permissions you set in Preferences can be overridden within a Site with one exception: Denied. A permission set to Denied in an Admin Group cannot be over ridden. Changing the Admin Group permission at the Site level applies to that Site only. Examples Showing the Effect of Site Overrides on an Admin Group Permission Setting Site A Override set to Allowed Permission Scenarios Site B Override set to Denied Site C Override set to Not Set Admin Group Allowed Allowed (from Site) Denied (from Site) Allowed (from Admin) Admin Group Denied Denied (from Admin) Denied (from Admin) Denied (from Admin) Admin Group Not Set Allowed (from Site) Denied (from Site) Not Set (from Site) Admin Group Override Scenario 1. You have two sales reps (or customer service reps) who are Users in the Admin area (Preferences > Users). 2. Rep #1 services Customer Site A. Rep #2 services Customer Site B. 3. You don't want Rep #1 to be able to access Site B's admin area. Likewise, you don't want Rep #2 to be able to access Site A's admin area. 4. Solution: Create a Rep #1 Admin Group and assign Rep #1 to it. Create a Rep #2 Admin Group and assign Rep #2 to it. In Site A > Site Groups > Admin Groups, select Rep #2 Admin Group and set the desired permissions to Deny. In Site B > Site Groups > Admin Groups, select Rep #1 Admin Group and set the desired permissions to Deny. 71

72 Sites > Locations & Departments (B2B) Users of a Customer Storefront may be in different departments, buildings, cities, or countries. Use this area to enter location details and the departments at those locations as needed. The Locations & Departments can be used as User selectable ShipTo locations in the storefront Checkout process. If a Location has a contact person associated with it, enter their information (optional). Also see Sites > Settings > General Info: Capture Shipping Address, and Address Book Mode. 72

73 Sites > Categories If you will be using Categories to organize and display similar Products, create the Categories first to avoid extra work. When you create a Category, you have a choice as to where it will display. By default, the Storefront's Home page (a.k.a. root ) displays the Category page with whatever Categories (and/or Products) where assigned to "root" when they were created. When you create a Category, the choice is to assign it to root, or alternatively to another Category (making the new Category a subcategory of the one you assign it to). In a similar way, a Product can be assigned to a Category, or alternatively to root. Whatever is assigned to root will display in the Home page. Whatever Category or Product is assigned to a Category (instead of root) will only be seen after clicking the Category on the Home page. In the Sites, select Categories, click Add New Category. Categories must have a unique name and URL. If you try saving a Category with the same name or URL being used by another Category including Deleted Categories the Save will fail. General Info. Set the Parent Category to Root so it will display on the Home page. General Info. Sort Order sets its position on the page relative to the other Categories. If all Categories have the same Sort Order number, they will simply display 0-9, A-Z. Names starting with a space will precede those using numbers. General Info: Parent and Subcategories. Select another Category to be the Parent if you want to create a Subcategory. When Storefront visitors click the (Parent) Category, they will see the Subcategories and any Products assigned to the Parent Category. Also see Navigation: Adding Subcategories to a Menu. Description. The Short Description will display under the Categories name in the Catalog page. The Long Description will display when the Category is clicked. SEO (B2C). The Category will use the default SEO content (Retail Sites only). To over-ride the default SEO content for a Category you create, use Categories > SEO. Any SEO field left blank in Categories > 73

74 SEO will use your default SEO info. Artwork. Category images should be at least 300px on each side. From this master, the Pressero system will automatically create and use three different image sizes within the storefront. If you have the Professional or Enterprise package, you can use the Image Pack (available from your Aleyant sales rep) as a resource for Category or Product images. If you don't load your own artwork for a Category, a default diskette-like image will display. The root item. At the top of the Category list is an item called root. Click the Edit pencil to add header text, introductory welcome text, and images above the Categories that display on the Home page and the Product Catalog Root page. Leave the Long Description area blank if you want nothing to display. Save. Categories: Deleting/Undeleting. Deleting is also done in the editing window by clicking the Delete button. To undelete a Category check the box for "Include Deleted" at the top of the Categories page, select the item, and click Save. 74

75 Sites > Products Products > Adding a Product When you create a Product, you have a choice as to where it will display. By default, the Storefront's Home page (a.k.a. root ) displays whatever Categories (and/or Products) where assigned to "root" when they were created. When you create a Product, the choice is to assign it to a Category or alternatively to root. The norm is to assign a product to a Category. Whatever Product is assigned to a Category (instead of root) will only be seen after clicking the Category on the Home page. 1. Products > General tab A variety of functions and controls, file upload preferences. JDF data fields for production environments that use JDF, and pairing with an edocbuilder template if needed. 75

76 Product URL. Products must have a unique name and URL. If you try saving a Product with the name or URL being used by another Product including Deleted Products the Save will fail. Teaser Price. Optionally set a price to display below the product image on the product listing page. Add a numeric entry and Starts as low as <$0.00> will display. Sort Order. Like categories, you can set the order in which you would like products to display either on the main (root) page, or within its category. Because products can be associated with multiple categories, and you may have more than one product set to a particular sort order, the lowest number will go first and then the normal alpha/numeric process will apply to products sharing the same sort order number in that particular category. Display Shipping Estimator. With the box checked, the User will be able to get an estimate for this product's shipping cost. A ship to Country selection menu will also display. If you don't want the country selector displayed, the following code will need to be added to ( Sites > Settings > SEO/HTML tab > edit HTML head content ). It can exist with any current code in this area and should not replace any current code therein. <style type="text/css"> #detailpage_shippingcalculator #detailpage_shippingcalculatorpostalcode-country, #detailpage_shippingcalculator select{display:none;} </style> Enable Quick View. Optionally launch a pop-up window containing minimal product information on the main product list page. This will allow the customer to get information about the product and even add it to cart without having to link to the actual product page. The short description added for the product will appear in this window along with the pricing engine and if used, the file upload prompts. If this product is associated with an edocbuilder template, the button to customize document will not be available and they will not be able to place the item in their cart from this window. Suggestive Selling. Choose from a dropdown list of current products available in the site to give your customer as suggestions of other products they may be interested in, and have them display at the bottom of the product detail page. "In Stock Ship Days" and "Out of Stock Ship Days" are used to determine the earliest possible date that a product can be shipped. If the item is not under inventory control, the out-of-stock value is used (i.e., the product must be produced) for the date displayed to you in the Orders area. If the item is under inventory control, and if there is enough inventory, the "In Stock Ship Days" value is used instead. If the item is under inventory control, but you don't have enough, then the out of stock value is used. These values are also used in conjunction with the Site's "Capture Requested Ship Date" option allowing the customer to select a date (see Site > Settings > General Info). Override Tax. This option is used when a product's tax rate is different than the tax that would normally be applied. For example, when a product is being digitally delivered as a file, it may not be subject to a tax. In this example, enter "0", and a 0% tax will be used for this product. Will Ship Separately. Check this option if you want the shipping charges to be calculated with the intent that the product will ship separately from other items in the shopping cart, even when going to the same shipping address. This will apply even if multiple instances of the same product are in the shopping cart. File Uploads. You can enable the customer to attach one or more files to their product. Under the Upload Fields section, enter an Upload Field Prompt (e.g., Add File, or Attach Artwork, or Provide Fonts, etc.) and click Add. Repeat this process to add additional file upload fields. File Upload Size Limit. The total file transfer limit per upload session is 1 GB or 2 Hours. 76

77 File Upload Preview. If you set the Width, Height, and Bleed, any PDF or Raster file the customer uploads will be displayed back to them, cropped to these specifications. If the file has more than one page, each page will be shown. If you allow more than one file upload, each file will be shown. So an upload of two files, each with two pages, will show four proofs. Supported file types are PDF, JPG, GIF, and PNG. edocbuilder Templates. To assign a template you create to this Product, select it from the Select edocbuilder list. If your template is not displayed in the list, use the Click to Sync edocbuilder button. Note: if the edocbuilder template is intended for variable data via a data file upload by the users, Excel file format versions supported : Excel 97 (.xls,.xlt,.xla,.xlm) Excel 2000 (.xls,.xlt,.xla,.xlm) Excel XP (.xls,.xlt,.xla,.xlm) Excel 2003 (.xls,.xlt,.xla,.xlm) Excel 2007 (.xlsx,.xlsm,.xltx,.xltm,.xls,.xlt,.xla,.xlm) CSV files generated on a Mac are not supported Digitally Deliver edoc File. Choose this option when the edocbuilder product will be digitally delivered and not printed and shipped. When this option is chosen, any weight set for the pricing engines used will be eliminated, removing any integrated shipping options in the checkout process. The customer will receive a link in the order confirmation so they can download the PDF file generated from edocbuilder. Interactive Designer Templates. If you want to add instructions for an interactive Designer template, enter the html code below into the Instructions editor using the HTML view: <h2>instructions</h2> <p><strong>to Edit</strong>, click the text or image in the preview, or use the left-side controls.<br /> <strong>to Add an Extra Image</strong>, click the "Add Image" button.<br /> <strong>to Add Extra Text</strong>, click the "Add Text" button.<br /> <strong>to Add to Cart</strong>, click the "Approve/Checkout" button.</p> The result will look like this: The edocbuilder interactive designer template system is included with the Professional and Enterprise packages. To add this capability the Standard package, contact your sales representative. 2. Products > Description tab 77

78 The Long Description will display when the Product is selected. The Short Description will display under the Product name in the Product selection page. 3. Products > Pricing tab Every product must have a Price Engine paired with a Site Group before it can be saved. You can temporarily pair the Site Group Everyone with the Need To Do! Pricing Engine discussed in Preferences > Pricing Engines. However, Need To Do is a non-functioning placeholder. It will need to be replaced with an actual Pricing Engine before a Product can be tested. 1. Create a Pricing Engine (Preferences > Pricing Engine), Save it. 2. In Sites, select Products > Add New Product (or click the Edit pencil to open Product). 3. Enter the General Info, then use the Pricing tab to select a Site Group and Price Engine. 4. Click Save Pricing Group and Engine Pair button. 5. Enter any other data and Click Save. 3. Products > Artwork tab Product images should be at least 300px on each side. From this master, the Pressero system will automatically create and use three different image sizes within the storefront. If you have the Professional or Enterprise package, you can use the Image Pack (available from your Aleyant sales rep) as a resource for Category or Product images. If you don't load your own artwork for a Category, a default diskette-like image will display. 4. Products > Categories tab 78

79 You have a choice as to where a Product will display in the storefront, either on the Home page (a.k.a. root ), or on a product Category page. When you create a Product, your choices are to assign it to a Category, or to the "root" page, or both. Normally you will assign a product only to a Category. When a Product is assigned to a Category the product will be seen after clicking its Category on the Home page. You can assign a Product to one or more Categories. Assigning a product to "root" will display it on the Home page sorted 0-9, A-Z, below the Categories. 5. Products > Forms tab You can add a Form to the Product page to collect extra information when the User orders a Product. Also see Preferences > Forms. 6. Products > Site Groups tab Choose what Site Groups are allowed to view or purchase this product. 7. Products > Attributes tab Use this control to assign an Attribute. Also see Preferences > Product Attributes 8. Products > SEO (B2C) tab The Product will use the default SEO content (Retail Sites only). To over-ride the default SEO content for a 79

80 Product you create, use Products > SEO. Any SEO field left blank in will use your default SEO info. 9. Editing a Product To change or edit a Product, click the pencil icon next to the product image. 10.Deleting/Undeleting a Product To delete a Product, open the Edit window and click the Delete button at the bottom of the General tab. To undelete a product check the box for "Include Deleted" at the top of the Products page, select the item, and click Save. 80

81 Sites > Inventory If you stock an inventory of some Products you sell, use this area to enter the details. An item you enter in Inventory can be paired with a Product using Products > General: Inventory Stock To Use. Whenever the inventory falls below the set point, the Low Inventory is triggered. Hitting the reorder point exactly would not trigger it, only going below it will. Inventory costs can have a minimum of 2 decimal places, maximum 4. 81

82 Sites > Assets (B2B) Images, Mailing Lists, Documents and other files can be loaded into the storefront's asset management system. Assets can be made available for download by Users vis a webpage. See Navigation: Standard Items > Assets. Assets can be assigned to a Product for download by Users. Provided you add an "Assets" item to a Sites navigation menu, Site Users with the appropriate Site Group permission can also be allowed to assign assets to a Product for download by Users. Assets can be assigned to a Site User or Site Group for use with edocbuilder standard templates (not 82

83 Interactive Designer). All image upload fields for templates used in the Site will display an image picker option for Assets assigned this way, in addition to the standard file upload options. Some or all Users can be allowed to see a list of these Assets, while other Users can be allowed to update, add, delete, and set Asset download permissions. See Site Groups: Permissions. Also see Navigation: Standard Items > Assets. Assets can be attached to a Product that is designated for outsourcing to a Vendor. When used in this way, product Asset files are displayed in the Orders page under the items' Files tab. Set categories for Asset page: You can optionally assign an asset to a category you have defined. This can be helpful if you have a large number of assets available to your customer. When an asset file is uploaded into Pressero (client or admin side), a prompt will display asking for the file type (document, image, etc.). The asset type is displayed on both the admin side and the client side Assets area, but it is just a name tag at the moment. There is no file type restriction when uploading. In a future feature, the uploaded Asset (owned by site, group or user) may possibly be used with edocbuilder Image assets. If an when that happens, the Asset type will be used to filter the list of Assets, so that only Assets tagged as images will be available for an image field, and only Assets tagged as databases will be offered for the VDP database upload. 83

84 Sites > Promotions You can run promotions that apply a discount to an order at checkout. The Promotion will be triggered by the User entering a Promotion Code you create on the checkout page. Promotions can be set to start and stop at specific dates and times, and can be set so they can be used multiple times, once per user, or only one time in the site (once any user in the site uses it, it can no longer be used). Your choices for promotion discounts include a % or dollar amount of the Subtotal of the order, Shipping and Handling charges, or a particular product. More than one Promotion can be run at the same time, but only one promotion code can be used during checkout. Each Promotion must use a unique promotion code. Do not reuse promotion codes. You may also Import a list of promotion codes. You will first want to Export the database file we provide, then fill in the information that is needed, and upload to the system. The export file will include all promotion code information previously added, so you can use this export to edit promotions as well. 84

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86 Sites > Purchase Order Codes (B2B) One or more codes can be named and assigned to Locations. A Purchase Order Code can be assigned to a User for use when orders are placed. See also Users: Additional Information > Default P.O. Number. 86

87 Sites > Approval Plans1 (B2B) Orders placed by Users can be made subject to Approval by a supervisor, purchasing agent, etc. For the Standard Pressero package, Approvals are either on or off. If on, all orders will require approval by a Site Group you designate. If off, orders will not require approval. 1 Custom approval plans can be created with the Professional and Enterprise packages only. To add this capability to the Standard package, contact your sales representative. Custom Approval Plans can use specific triggers for requiring approval of an order. For example, orders that exceed a set amount of money, or orders that include a certain product, etc. You can even create your own triggers (see Preferences > Product Attributes. Also see Sites > Products > Attributes). Custom Approval Plans can have many levels of approvals, each with their own triggers and approval Site Group. For example, an order approved by the first level of approvers, can subsequently trigger an an approval requirement for a second Site Group of approvers, and so on. The number of approval levels is unlimited. An approval plan has two things to decide: first WHICH orders need approval, then WHO is allowed to approve them. A plan consists of one or more rules, each one checked in sequence. If an order triggers a rule, then no other rules at that same level are checked; but higher level rules are still checked. The Custom Approval Plans control is included with the Professional and Enterprise packages. To add this capability to the Standard package, contact your sales representative. 87

88 The Basic Approval Plan 90% of all approval needs can be satisfied by adding rules to the basic plan instead of creating a separate plan. Only one plan can apply to any given order; this is either the default plan for the site (set up at the bottom of the Site > Settings > General tab), or a plan assigned to the user (if any, set up at the bottom of the Sites > Site Users > user's settings) The "Basic" plan is set up for the most common situation. 1. You create an Approvers Site Group (Sites > Site Groups). 2. Individual Users who need their orders approved are then assigned by you to the Site Group Approvers (Sites > Users > General Information: Additional Information > Approved By > Approvers). 3. Any order coming from that individual will trigger an approval, and the Approval Order Request is sent to all members of the Site Group Approvers (Sites > Notifications > Approval Order Request). Conversely, any order coming from a User who does NOT have an approval Site Group, does not require approval and is allowed to proceed. To assign a User to an approval Site Group, edit that User (Sites > Users > General Information: Additional Information > Approved By. If the Approved By field is left blank, the User does not require approval; if you select a Site Group, that User's orders will be sent to that Site Group. So if Pat requires approval, and Jane is allowed to approve orders from Pat, then make Jane a member of a Site Group called "Approvers" and set Pat's approval Site Group to "Approvers". Naturally, the User should NOT be a member of their own approval Site Group. Custom Approval Plans Sometimes you may want an approval plan rule to catch orders for certain items regardless of who places the order. For example, you may want extra approval for orders requesting a certain Shipping Method, or for a certain Product, or orders over a certain dollar amount. Or, you may want to send all approvals to one Site Group, without having to assign each User individually to an approval Site Group. And so on. For this you need a custom rule. For example, the rule below will catch all orders over $1000, and send them both to the User's Boss, and to the special Site Group Accountants. The Rule Name is Expensive Orders, Level 1. The Rule Type is Order 88

89 Subtotal Amount Threshold, with Dollar Amount set to For who will approve the orders matching this rule, both The ordering user's boss and Extra approval group (set to Accountants) are checked. Multilevel Approvals You may want to have multiple levels of approval. After an order gets one approval, it is sent to a higher level person for another one. To do this you set up more than one rule, and distinguish each by giving them a number level, with Level 1 acted on first, After an order that triggered a Level 1 rule is approved, Level 2 rules will be checked next, etc.. Remember, the first rule that matches the order at any given Level will trigger the approval. At that point, no other rules at that Level will be considered. Once approved, the next higher level rules will be checked separately in the same way as shown below. The rules do not have to be the same type; for example after an order gets regular approval, it can be sent for extra approval only if it is more than a certain dollar amount. Example of Multilevel Approval Process Multiple Approval Plans In the most extremely complex approval situations you may need totally separate plans for different Users. You may have one set of rules for ordinary Users and a special, second set of rules for a special Site Group of Users you created. This is extremely rare; most situations can be handled just by customizing the rules correctly. But if necessary, you can create and name another approval plan, with its own rules, and assign it to the User. Doing the Approvals When an order requires approval, s will be sent to the people eligible to approve it. These s have a link which will take them to a special page in the storefront that lets them approve or deny the order. If there are many orders awaiting approval, they will get an for each one; however, the page will list all the orders they can approve or deny, and they can switch among them. 89

90 Sites > Notifications1 s will automatically be generated for many different events that happen throughout the system. You can browse through the list to see the different s generated, the wording, and who they go to. If you have the Professional or Enterprise packages, you may also customize the the s and who they go to. To get more information on this advanced feature, contact your sales representative. Users, Groups, & s For a User to receive an , an number of requirements must be met: 1. Can the User receive notifications? See Users > General Information: Additional Information > Receive Notifications. If checked the User's is available to be sent an when appropriate. If unchecked, the User will never be sent an , regardless of any other settings or Group memberships. 2. Is the User, or a Group the User is a member of, in the list of recipients for the given ? See Sites > Notifications > Message > Customize > Receive this notification. If the User, or a Group they belong to, are not in this list, the User will not be sent the selected message. Note, if Target User is listed AND the User is the Target User (see chart above) then they will be sent the message. Custom Notifications To customize, select the Message to be customized to view a sample, click Customize This Message to edit the message template. Use the Tags menu to add a placeholder for data to be inserted when the Pressero system send the . Select the Users you want to receive the . Save Changes. 90

91 1. Whenever a Standard template is customized, a Custom version will be created. The Custom version will be used instead of the standard template. If there are no Custom versions, the Standard version will be used. You can create multiple custom versions of a given template. For example, let's say you want your staff to get a New Order with links to the production file. It's possible to save TWO custom New Order s, with one set to go to the target user (your customer) and the second to go to your Admin Users (your staff). In this way, the content of the two s could be different, with the "staff" version containing links to the production files (the ##FILES## or ##FILELINKS## Tags you added) while the customer's version does not. If you rename a Group being used for Notifications, make sure to update the "Who receives this notification" list with the correct Group. Note: The sender and display name (From: ABC Printing) is set under Preferences > General Settings > . If nothing is set, the 's will use the default From: Pressero with sender@pressero.com as the associated . 1 Custom notifications can be created with the Professional and Enterprise packages only. To add this capability to the Standard package, contact your sales representative. 2. Notifications to Sales Rep for a B2B Site. Your sales rep can be notified when an order is placed in a Customer Site. Create a Site Group in the Site, name it "Sales Rep" (or whatever). The permissions can be left at Not set. Add a New User to the Site. Enter the sales rep's info. Under Additional Information, make sure Receive Notifications checked. In the Site Group Membership tab, check the Sales Rep Group. In Notifications, select the desired template, click Customize. In the list of Users, select "Customer belongs to Sales Rep", click the right arrow to add this to Receive This Notification. Save Changes. 3. By default, s will be sent to various people (your staff as well as the customer) based on certain activities taking place within the Storefronts or the Orders area. See Notifications > Select Template > Customize > Receive This Notification. You will see two columns below the template. The left column is a list of potential recipients you can add. The right column contains those who currently are designated to receive the . You can add recipients by clicking them in the left column, and clicking the arrow to move them into the right column. If you hover over the list of those who may receive the , a tooltip will display with more details. 4. The chart below shows who will receive a specific notice (Recipients). Depending on the notice, only certain people will receive the . You can override the default recipients if needed. If you rename a Group being used for Notifications, make sure to update the "Who receives this notification" list with the correct Group. Notice Target User Recipient 1 Recipient 2 Recipient 3 Recipient 4 Recipient 5 Definition Target User Site > Users Site > Users Preferences Preferences 91

92 > Users approveaccountrequest Approve New User ApproveOrderRequest Approve Order Notice Digital File Delivery File Upload Received Form Submitted New Order Received New Password > Users The User whose User account needs to be approved Site Users who can Site Users with Subscriber Users with Approve an account Receive All Notifications Receive All Notifications The User whose order needs to be approved Site Users eligible to Site Users with Site Users with Approve this order Receive All Notifications Receive All Notifications Target User Recipient 1 Recipient 2 Recipient 3 Recipient 4 Recipient 5 Definition Target User Site > Users Site > Users Preferences > Users Preferences > Users The User who ordered Target User Site Users with Site Users with Receive All Notifications Receive All Notifications The User who uploaded Users in the Admin Group Site Users with Everyone Receive All Notifications Users in the Admin Group Site Users with Everyone Receive All Notifications Site Users with Users in the Admin Group Site Users with Receive All Notifications Everyone Receive All Notifications The User who submitted the form The User who ordered Target User The User needing Target User a new password Site Users with Receive All Notifications New User Approved Order Item Approved The User whose new account has just been approved Target User The User who ordered Target User Site Users with Site Users with Receive All Notifications Receive All Notifications Site Users with Site Users with Receive All Notifications Receive All Notifications 92

93 Order Item Denied Order Item Intermediate Approval The User who ordered The User who ordered Target User Target User Site Users with Site Users with Receive All Notifications Receive All Notifications Site Users eligible to Site Users with Site Users with Approve this order Receive All Notifications Receive All Notifications Order Status Changed Order All Complete The User who ordered Target User Send Proof The recipient of the proof Target User Notice Vendor Item Ready Users in the Admin Group Site Users with Everyone Receive All Notifications Target User Recipient 1 Recipient 2 Recipient 3 Recipient 4 Recipient 5 Definition Target User Site > Users Site > Users Preferences > Users Preferences > Users The vendor User Target User Users in the Admin Group Site Users with Everyone Receive All Notifications The Form Submitted will not contain links to any files that may have been loaded using the form. The files will be in Tools > File Manager > uploads. 5. You will notice that the default message for the Order Status Changed event does not go to anyone. Instead, the Order All Complete message is sent when the Order's status is set to Complete. Order All Complete strongly resembles the New Order message, but has additional language in the subject and body that indicate that all items of the order are now complete. The Order Status Changed message's "Who will Receive This Message" can be customized by the Admin User so it is sent every time the Order's Status changed. 6. Customizing the Content. You can insert "tags" into the that the system will use to insert the related information. For example the tag ###ORDER_NUMBER## will be replaced with the actual order number when the is sent. Tag What It Enters Description ##CUST_FIRSTNAME## Customer's First Name Detail's about the person who placed the order ##CUST_LASTNAME## Customer 'slast Name ##CUST_TITLE## Customer's Title 93

94 ##CUST_ ## Customer's ##CUST_TELEPHONE## Customer's Telephone ##CUST_FAX## Customer's Fax ##CUST_ADDRESS1## Customer's Address1 ##CUST_ADDRESS2## Customer's Address2 ##CUST_ADDRESS3## Customer's Address3 ##CUST_CITY## Customer's City ##CUST_STATE## Customer's State ##CUST_POSTAL## Customer's Postal/Zip ##CUST_COUNTRY## Customer's Country ##SITE_NAME## Site's Name ##SITE_WEBSITE## Site's Website Address ##SITE_LOGO## Site's Logo ##NEWCUST_APPROVEURL## New Customer Approve URL ##NEWCUST_DENYURL## New Customer Deny URL ##RECIP_FIRSTNAME## Recipient's First Name ##RECIP_LASTNAME## Recipient's Last Name ##RECIP_TITLE## Recipient's Title ##RECIP_ ## Recipient's ##RECIP_TELEPHONE## Recipient's Telephone ##RECIP_FAX## Recipient's Fax ##RECIP_ADDRESS1## Recipient's Address1 ##RECIP_ADDRESS2## Recipient's Address2 ##RECIP_ADDRESS3## Recipient's Address3 ##RECIP_CITY## Recipient's City ##RECIP_STATE## Recipient's State The Site where the order was placed Links to Approve or Deny a new user self sign-up. The person receiving the . This can be used to address the body of an to the person it is being sent to. Example, "Dear ##RECIP_FIRSTNAME##, Below are..." 94

95 ##RECIP_POSTAL## Recipient's Postal/Zip ##RECIP_COUNTRY## Recipient's Country ##SUBSCRIBER_NAME## Subscriber Name ##SUBSCRIBER_LOGO## Subscriber Logo ##SUBSCRIBER_TELEPHONE## Subscriber Telephone ##SUBSCRIBER_FAX## Subscriber Fax ##SUBSCRIBER_ADDRESS1## Subscriber Address1 ##SUBSCRIBER_ADDRESS2## Subscriber Address2 ##SUBSCRIBER_ADDRESS3## Subscriber Address3 ##SUBSCRIBER_CITY## Subscriber City ##SUBSCRIBER_STATE## Subscriber State ##SUBSCRIBER_POSTAL## Subscriber Postal ##SUBSCRIBER_COUNTRY## Subscriber Country ##DATE## Date ##TIME## Time ##CART_SUMMARY## Cart Summary ##CART_SUBTOTAL## Cart SubTotal ##CART_TAX## Cart Tax ##CART_SHIPPING## Cart Shipping ##CART_TOTAL## Cart Total ##FORM_SUMMARY## FORM Summary Summary of the info a customer entered via a Form you added to the Site. It works only with the Form Submit message, not order s. ##FILES## FORM Files ##FILELINKS## FORM File Links The names of any files sent via a Form. Links to any files sent via a Form. Specific to the Form Submit message only, not order s. ##ORDERNUMBER## Order Number ##ORDERITEMNUMBER## Order Item Number Details about the organization the organization/company/person that purchased the Pressero service (i.e., you). When was the sent (localized to the Subscriber's time zone) Shopping cart summary. Shipto info is not included, it is detailed in the Order area of the Pressero Admin. Details about the order placed. 95

96 ##ORDERITEMNAME## Order Item Name ##ORDERITEMSTATUS## Order Item Status ##ORDERITEMSTATUSDATE## Order Item Status Date ##ORDERITEMSTATUSNOTE## Order Item Status Note ##ORDERITEMPRINTERSTATUS# # Order Item Printer Status ##PRODUCTIMAGE## Product Image The tags below are functional in both the subject and body: PAGE_TITLE PAGE_URLNAME PAGE_SHORTDESCRIPTION FORM_TITLE FORM_NAME FORM_INSTRUCTIONS The form items will be taken from the first form on the page. Here are a few general rules: If the message is about a full order, then anything which applies to an individual item will be unavailable. This includes shipping methods, shipping destinations, etc. In a message about a full order, the CART_SUMMARY will display details about each individual item. There is a template specifying which info about each item is shown. This template cannot currently be changed by admins. Adding other item-dependent tags to the message won't change the cart summary. The FORM_SUMMARY tag is only usable with the Form Submitted . Only forms added to a content page (a page you created and added to the store) will trigger a Form Submitted . 96

97 Sites > Notifications History This area is used to review which messages have been sent, when they were sent, their subject matter, and who they were sent to. You can verify if an has been sent by the Pressero system by looking here 97

98 Sites > URL Redirects (B2C, and Informational Websites). This control is used to redirect traffic from old URL's to your new pages. The redirects can be used for both external as as well as internal pages. 98

99 Tools Tools > Bar Code Scanning If the production facility uses bar code scanners at the work stations, orders in the Pressero Order management area can be updated with a new Status via the scanners. The printed job ticket for an order has a 3 of 9 barcode. By scanning this code and using this control area, the order's status will be changed. The barcode is 10 characters. The first 5 are the order number, the second 5 are the item number (left padded with zeros). So means order 12, item 1. The new status will be displayed in the Orders area online and will trigger a status . Also see Sites > Notifications > Messages > Order Status Changed. Tools > File Manager Files associated with Orders, Skins, FTP accounts, and File Upload Forms are stored here. These files can be added, deleted and updated by you. WebFiles. A repository for images and docs from the WYSIWYG editors. Orders. Files that are part of an order. SkinImages. Image files you added for use with Site Skins are kept here. FTP. Files that are sent via a store's FTP account. File size may be limited to 250MB if using the store's browser-based login/file upload. Uploads via an ftp program may allow higher limits. Uploads. Files sent using a Form's file upload field. 99

100 Tools > Proofs The proof approval system can be used for orders that require a proof be sent after the order is placed (custom jobs, graphic design orders, etc.). It is not necessary for the person to be set up in any of your online stores, this feature can be used any time you need to have a proof file approved by a customer. Complete the prompts and upload the file that you would like the recipient to download and review. 100

101 The recipient is notified by containing a link to download and view the proof. They are also provided a link to respond to the proof which brings them to the site you specified in Preferences > General Settings > Site for FTP and Proofs. They may now Approve or Not Approve the proof, and are able to submit optional feedback to you. Your recipient will receive an immediate thank you message for responding to the proof. While awaiting approval, the Proof area will display a Waiting status for the response. 101

102 notifications are sent to all the Admin Users when a Proof is Accepted or Rejected. After the Proof is Approved, or Not approved, the status will change accordingly and the date of the response displayed. Proof files have a total file transfer limit per upload session of 1 GB or 2 hours. For the proofing system to work, make sure you have set a proofing location in Preferences > General Settings > Site for FTP and Proofs. This is the site that the recipient will Approve or Not Approve the proof. When you select a storefront in the Site Name dropdown menu, the and Recipient Name menus will populate for that Site. Then select either the person's or their name. If you don't click a selection, then whatever you type is used when Send Proof is clicked. 102