Managing Customers. Pipfrog AS

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Managing Customers. Pipfrog AS www.pipfrog.com"

Transcription

1 Customer Management

2 Managing Customers Customer management takes place in the Manage Customers submenu of Customers menu. Customer management page displays information on registered customers. Customers can sign up in the front end of a Pipfrog web store and they can also be added by administrators in the back end. The following is an example of what the customer management page looks like. To be able to see the information regarding a customer or to edit it move the mouse to the data row of the customer and click anywhere in the row. This will open a new page displaying more on-depth information on the customer. The information is organized into sections the titles of which are displayed on the left hand of the page in tabs. Information recorded on each customer includes personal data, order history, products in the wish list and shopping cart, but also comments that the customer has left and tags they have used.

3 Adding New Customers In most cases customers get added to the system automatically when shoppers sign up in the front end of your store. There could be occasions where you would like to add a customer yourself and in a Pipfrog web store this is easy to do. Once on the customer management page (Customers > Manage Customers), click on the Add New Customer button on the top right corner. The following fillable form opens up: This page looks similar to the one you saw when editing an existing customer but it has only two info tabs on the left side. The tabs are Account Information and Addresses. Account Information This section in turn consists of two subsections with the following mandatory fields: Associate to Website choose a website to associate the customer with First Name, Last Name, these fields should be self explanatory Customer Group select customer group for the customer depending on tax and price conditions they would have Password password will be ed to the customer for their initial login; you may create it yourself or check the Send auto-generated password box for automatic generation You may also keep your customer's birth date and tax registration numbers on record and opt to send them your welcoming by checking the assigned box. Addresses This section will store customer's addresses. Since you are adding a new customer they do not yet have any addresses on record. To add and address click on the Add New Address button.

4 On the right side of the screen you may now enter the required data in the Edit Customer's Address form. As you type the entries they will appear in the middle of the screen, in the Customer Addresses section. Use the radio buttons in this section to determine whether the address you entered is to be used as default shipping or billing address or both. Please note that once you make the choice you cannot revoke it until you enter another address and set that as default. To add additional addresses, just click on Add New Address. Once you have entered all addresses for the customer use the Save Customer button to add the new customer to the database and return to customer management page. The new customer should now appear on this page along with all others. Customer Groups Organizing customers into groups will enable you as a store owner to tailor the appearance or contents of the store, additional services or discounts applied to different types of customers, etc.. Customer group is a required characteristic of every single customer. When viewers browse your store they are considered to belong to the Not Logged In group. By default, as soon as a shopper signs up to become your registered customer, they are appointed to General group. You may change the default group in the system configuration in the Customer Configuration tab (go to Create New Account Options section and select the customer group from the Default Group field). You can later change a customer's group when editing the customer information. Now, creating a customer group is one step process. Navigate Customers > Customer Groups and click on the Add New Customer Group on the top right corner of the page. Following is a screen print of the page that opens then.

5 All you have to do here is enter a recognizable name for the group and choose an appropriate tax class. Most of your customer groups will likely fall into the General tax class. If you need to add customer tax classes and want to apply tax rates to customer groups, please refer to the Tax Management guide. Additional Possibilities Using Power Marketing Module One of the features Power Marketing module has is promotions. Promotions can be used to provide sales and discounts to different customer groups. Here you would set up groups such as loyal customers or wholesale customers that you want to give special prices to. Then, when setting catalog and shopping cart price rules in Promotions menu select customer groups for whom a rule would apply. Read more on promotions for customer groups from the Power Marketing guide. Online Customers By navigating Customers > Online Customers you may have a look at which customers are presently logged in and active in the store. Information provided here includes their name and address, IP address, the time they arrived in the store and last site they visited. By default, this information will be updated every 15 minutes. You may change this time period by navigating System > Configuration and clicking on the Customer Configuration tab in the Customers section on the left. Now go to Online Customers Options tab on the right side and set the desired time in minutes.

6 Reports Pipfrog provides you with an opportunity to generate reports on customers' activity. Navigate Reports > Customers and select one of the following three reports: New Accounts, Customers by orders total, or Customers by number of orders. Select websites or store views that interest you and pick a time frame. Click on Refresh button to generate the report. You may also export these reports by selecting either CSV or Excel format on the right side of the page and clicking on Export button.

How to Login Username Password:

How to Login Username Password: How to Login After navigating to the SelecTrucks ATTS Call Tracking & Support Site: www.selectrucksatts.com Select Corporate Link to login for Corporate owned Centers/Locations. Username: Your Email Address

More information

USDA Foods Online Training

USDA Foods Online Training USDA Foods Online Training Now available at www.theicn.org USDA Foods Primer 1 USDA Foods Primer 2 Life Cycle of USDA Foods USDA Foods Processing 101 USDA Foods Disaster Preparedness For more USDA Foods

More information

Enter your User Id and Password and click the Log In button to launch the application.

Enter your User Id and Password and click the Log In button to launch the application. Working with CECAS How to Log In to CECAS Training Site In your internet browser, go to the following IP address: training.nccecas.org/cecas Enter your User Id and Password and click the Log In button

More information

Document Services Online Customer Guide

Document Services Online Customer Guide Document Services Online Customer Guide Logging in... 3 Registering an Account... 3 Navigating DSO... 4 Basic Orders... 5 Getting Started... 5 Attaching Files & Print Options... 7 Advanced Print Options

More information

Totally Internet Based Software. User Entry. Strategy Systems, Inc. PO Box 2136 Rogers, AR 72757 (479) 271-7400

Totally Internet Based Software. User Entry. Strategy Systems, Inc. PO Box 2136 Rogers, AR 72757 (479) 271-7400 Totally Internet Based Software User Entry Strategy Systems, Inc. PO Box 2136 Rogers, AR 72757 (479) 271-7400 Adding Users... 1 User Information Tab... 1 Operations Tab... 2 Accounting Tab... 2 Display

More information

3dCart Shopping Cart Software V3.X Gift Registry Guide

3dCart Shopping Cart Software V3.X Gift Registry Guide INTRODUCTION 2 ENABLE THE GIFT REGISTRY 2 CREATE A GIFT REGISTRY MENU LINK 3 CREATE A GIFT REGISTRY 4 ADD PRODUCTS TO THE REGISTRY 7 SEND NOTIFICATION OF REGISTRY 9 SEARCH/ACCESS A REGISTRY 11 END YOU

More information

Ecommerce User s Manual. August 2013

Ecommerce User s Manual. August 2013 Ecommerce User s Manual August 2013 Quantum has launched our new Ecommerce site, which is accessible at www.qtmi.net./shop or by clicking on SHOP from the top navigation options while on Qtmi.net. Start

More information

Onboarding for Administrators

Onboarding for Administrators This resource will walk you through the quick and easy steps for configuring your Paylocity Onboarding module and managing events. Login Launch Events Complete Tasks Create Records Configure Events Module

More information

DHL Discounted Shipping by InXpress

DHL Discounted Shipping by InXpress DHL Discounted Shipping by InXpress Magento Extension User Guide User Guide: InXpress Shipping Extension for Magento 1 Table of contents: 1. How to Install....3 2. General Settings...9 3. Dimensional Weight......11

More information

Parallels Desktop Business Edition

Parallels Desktop Business Edition Parallels Desktop Business Edition Quick Start Guide Build 10.2.0 or later This guide is intended for IT administrators deploying and managing Parallels Desktop for Mac Business Edition in their organization.

More information

SNAMP Data Server Tutorial

SNAMP Data Server Tutorial SNAMP Data Server Tutorial The server hosted by UC Merced is a data server that is used to share data among the science teams and with the public. To ensure the proper data disclosure, a sharing level

More information

Advanced Event Registration

Advanced Event Registration Advanced Event Registration A brief overview of your website s Advanced Event Registration with screenshots. 1 Table of Contents: :...3 Creating a New Event:...4 :...7 Event Registration Type Editor:...8

More information

Premier.Dell.com Shopping and Ordering Guide

Premier.Dell.com Shopping and Ordering Guide Premier.Dell.com Shopping and Ordering Guide 1 Premier.Dell.com is designed to make you more efficient. This document will introduce you to the process of shopping and ordering within Premier. If you need

More information

Setup Guide for Magento and BlueSnap

Setup Guide for Magento and BlueSnap Setup Guide for Magento and BlueSnap This manual is meant to show you how to connect your Magento store with your newly created BlueSnap account. It will show step-by-step instructions. For any further

More information

Instructions for Creating or Validating Your Cana Online Account

Instructions for Creating or Validating Your Cana Online Account Instructions for Creating or Validating Your Cana Online Account We are excited about our new online shop! Click http://canavineyards.com/website-update/ if you want to know more about what our online

More information

End-User Certificate Management

End-User Certificate Management End-User Certificate Management Note: The remote VPN client must download the VPN Client software version 5.1.3 before using Authentication Service. The SonicWALL Authentication Service requires the remote

More information

LMS USER GUIDE WELCOME KIT

LMS USER GUIDE WELCOME KIT WELCOME KIT WELCOME 02 WELCOME 03 WELCOME TO TRAINING CENTER LEARNING MANAGEMENT SYSTEM Welcome to the new Customer Training Learning Management System (LMS). The new LMS is designed to provide you with

More information

Tully-Wihr Online User Guide

Tully-Wihr Online User Guide Tully-Wihr Online User Guide Version 2.1 Revised 7/06/2011 Questions: help@tullywihr.com Contents Tully-Wihr s Web Page / Login...3 New User Registration...4 Shipping Specifications...5 Search Features...6-7

More information

User Manual - Sales Lead Tracking Software

User Manual - Sales Lead Tracking Software User Manual - Overview The Leads module of MVI SLM allows you to import, create, assign and manage their leads. Leads are early contacts in the sales process. Once they have been evaluated and assessed,

More information

LARS Online Registration Instructions for CNAs (LARS Louisiana Registration System for CNA s)

LARS Online Registration Instructions for CNAs (LARS Louisiana Registration System for CNA s) LARS Online Registration Instructions for CNAs (LARS Louisiana Registration System for CNA s) Effective 8-15-2010, certified nurse aides working in nursing homes and in hospital based skilled units (SNF)

More information

AgencyExpress 3.0. A Quick Start Guide to Online Ordering

AgencyExpress 3.0. A Quick Start Guide to Online Ordering AgencyExpress 3.0 A Quick Start Guide to Online Ordering As you go through this training information, please note there are some specific details that you need to be aware of in order to successfully submit

More information

MAGEJAM PLUGIN INSTALLATION GUIDE

MAGEJAM PLUGIN INSTALLATION GUIDE MAGEJAM PLUGIN INSTALLATION GUIDE BEFORE YOU BEGIN ANY INSTALL OR UPGRADE ** Always make sure to make a backup of your Magento installation before installing any extension especially on a live system.**

More information

HELPDESK SYSTEM (HDS) USER MANUAL

HELPDESK SYSTEM (HDS) USER MANUAL HELPDESK SYSTEM (HDS) USER MANUAL Release No.: 2.0 prepared by OMESTI Berhad. TABLE OF CONTENTS 1.0 HOW TO ACCESS THE HELPDESK SYSTEM (HDS)... 1 2.0 HOW TO REGISTER NEW USER... 2 3.0 HOW TO RECOVER PASSWORD...

More information

Shopping Cart Software

Shopping Cart Software Shopping Cart Software QuickStart Guide 1 Please note: The Quick Start guide covers only the minimum requirements to get your cart up and running; there are many more features for you to take advantage

More information

Western Kentucky University s Promotional Product Web Store. User Guide

Western Kentucky University s Promotional Product Web Store. User Guide Western Kentucky University s Promotional Product Web Store User Guide e0001df 07/01/2010 Guy Brown Promotional s Web Store User Guide This user guide was created to help make your web store experience

More information

Setting up an account and logging in using Design & Print Online. Opening a saved project

Setting up an account and logging in using Design & Print Online. Opening a saved project Setting up an account and logging in using Design & Print Online Opening a saved project 1 of 7 Account Set-Up & Login 1. On the Design and Print Online home page click on the Click to start Design & Print

More information

FILING REPRESENTATIVES TRAINING ONLINE COURSE SCHEDULING USER GUIDE

FILING REPRESENTATIVES TRAINING ONLINE COURSE SCHEDULING USER GUIDE FILING REPRESENTATIVES TRAINING ONLINE COURSE SCHEDULING USER GUIDE October 18, 2013 Online Course Scheduling User Guide Page 1 of 28 TABLE OF CONTENT 1 ABOUT THIS DOCUMENT... 3 2 REGISTRATION... 4 2.1

More information

Albright College Self Service

Albright College Self Service Getting Started Albright College Self Service -To access Self Service go to the Albright College Home page at www.albright.edu and select Self Service from the Quick Links drop down menu. You can also

More information

Shopping Cart Setup & Configuration Guide

Shopping Cart Setup & Configuration Guide Booster Web Solutions Shopping Cart Setup & Configuration Guide Version 1.0 Table of Contents 1 Introduction... 3 2 Shopping Cart Store Files... 4 3 Create new product... 5 4 Create Product Categories...

More information

How to Add Users 1. 2.

How to Add Users 1. 2. Administrator Guide Contents How to Add Users... 2 How to Delete a User... 9 How to Create Sub-groups... 12 How to Edit the Email Sent Out to New Users... 14 How to Edit and Add a Logo to Your Group's

More information

Follow Up Email. Magento Extension User Guide. Official extension page: Follow Up Email. User Guide: Follow Up Email

Follow Up Email. Magento Extension User Guide. Official extension page: Follow Up Email. User Guide: Follow Up Email Follow Up Email Magento Extension User Guide Official extension page: Follow Up Email Page 1 Table of contents: 1. Follow Up Email configuration....3 2. Rule creation...6 3. Follow up email templates.....17

More information

NEW! Online Registration for Kids Company www.np.k12.mn.us/commed/kidsco

NEW! Online Registration for Kids Company www.np.k12.mn.us/commed/kidsco NEW! Online Registration for Kids Company www.np.k12.mn.us/commed/kidsco Once at the Kids Company website (www.np.k12.mn.us/comme d/kidsco), click on the green box titled, Kids Company Online Registration

More information

Create a New Shopping Cart Using Shop One Screen

Create a New Shopping Cart Using Shop One Screen How to Create a New Shopping Cart Using Shop One Screen The following step-by-step instructions will walk you through the process of creating a new Shopping Cart order, formerly a Requisition in the MSAF

More information

Manual - Schlatter E-Shop

Manual - Schlatter E-Shop Manual - Schlatter E-Shop Content 1 Preliminary...3 2 Logon at Shatter E-Shop...3 3 Welcome Page...4 4 Create New Shopping Cart...5 5 Catalog...6 6 Create Orders in E-Shop...9 7 Create Quotations in E-Shop...9

More information

7.1 Transfers... 7.2 Cancellations & Refunds.. 8 - Net Rate Module for Agent Processing...

7.1 Transfers... 7.2 Cancellations & Refunds.. 8 - Net Rate Module for Agent Processing... OPERATOR USER MANUAL 2008 TABLE OF CONTENTS 1- Registration 1.1 Open Website... 1.2 Registration Type. 1.3 Welcome Page. 1.4 Log In Page.. 1.5 Company Information Page 1.6 Registration Confirmation Page.

More information

USER MANUAL FOR INTERNET BANKING (IB) SERVICE

USER MANUAL FOR INTERNET BANKING (IB) SERVICE USER MANUAL FOR INTERNET BANKING (IB) SERVICE Content: Introduction and General questions. Accessing and using Internet Banking. 1. Log In, Log Out and Printing screen/transaction information 2. Inquiries

More information

web@work Introduction to online ordering

web@work Introduction to online ordering web@work Introduction to online ordering Log into web@work The web address for web@work is: http://online.waxie.com Enter your User Name and Password, click Login. Shipping Location Choose the appropriate

More information

Utilizing SASED OneDrive Cloud Storage

Utilizing SASED OneDrive Cloud Storage Utilizing SASED OneDrive Cloud Storage Technology Department 5/29/15 The purpose of this document is to provide guidance on how to transfer and access SASED documents and folders on your SASED provided

More information

Online eopf Self-service Feature for Login ID and Password Retrieval for New Users

Online eopf Self-service Feature for Login ID and Password Retrieval for New Users For Employees Online eopf Self-service Feature for Login ID and Password Retrieval for New Users eopf provides web-based access for Federal personnel to view and print employment documents. Employees are

More information

SUCCESSFACTORS LEARNING USER OVERVIEW REFERENCE GUIDE

SUCCESSFACTORS LEARNING USER OVERVIEW REFERENCE GUIDE SUCCESSFACTORS LEARNING USER OVERVIEW REFERENCE GUIDE SuccessFactors, Inc. 4401 Wilson Boulevard, Suite 400 Arlington, VA 22203 Tel: (703) 678-0000 www.successfactors.com Confidential and Proprietary For

More information

EchoSign Integration

EchoSign Integration EchoSign Integration CURA Technical Support Email: cura_support@mindscope.com Phone: 1.888.322.2362 x 555 EchoSign Integration Page 2 Table of Contents Getting Started With EchoSign... 3 Sending Documents

More information

WEB EMPLOYEE SELF SERVICE

WEB EMPLOYEE SELF SERVICE WEB EMPLOYEE SELF SERVICE 1. Go to http://www.ahola.com. 2. Select Employer Services Login. 3. Click on Not Registered yet? 4. Enter your eight-digit Company Access code. You can find your code on your

More information

Page 2 THIS IS YOUR HOME BUTTON TO GET BACK TO THIS PAGE, ALWAYS CLICK THE NORTHERN LOGO.

Page 2 THIS IS YOUR HOME BUTTON TO GET BACK TO THIS PAGE, ALWAYS CLICK THE NORTHERN LOGO. Page 1 This is the home page. You can simply browse the catalogs for products from here. To order online, you must login. Search capabilities are restricted to Northern part number only until you have

More information

Jackson Systems E-commerce Guide

Jackson Systems E-commerce Guide Accessing E-commerce To access the e-commerce feature, go to jacksonsystems.com and click on Contractor Login in the upper right hand corner. If you do not have a username and password, you can request

More information

Distribution List Manager User s Manual

Distribution List Manager User s Manual Distribution List Manager User s Manual Welcome... 2 Configuring the Add-in... 3 Settings Tab... 3 Advanced Tab... 4 Troubleshooting... 5 Distribution List Manager Copyright 2008 Sperry Software Inc. P

More information

Follow Up Email Pro Guide

Follow Up Email Pro Guide Website: http://magehit.com Contact: sale@magehit.com Configuration Follow Up Email Pro Guide Version 1.0.0 - Jan 2015 Go to System >> Configurations >> MageHit >> Follow Up Email (or Follow Up Email >>

More information

GMC Connect User Guide v1.1

GMC Connect User Guide v1.1 GMC Connect User Guide v1.1 CONTENTS 1 INTRODUCTION...3 2 ACCESSING GMC CONNECT...4 2.1 User Registration...4 2.2 Logging In...5 3 THE HOME PAGE...6 4 DOCUMENT FOLDERS...7 4.1 About Document Folders...7

More information

Setup Guide for PrestaShop and BlueSnap

Setup Guide for PrestaShop and BlueSnap Setup Guide for PrestaShop and BlueSnap This manual is meant to show you how to connect your PrestaShop store with your newly created BlueSnap account. It will show step-by-step instructions. For any further

More information

Set up Delegate & Travelers

Set up Delegate & Travelers Set up Delegate & Travelers Setting Up a Delegate and Assigning New Travelers Learn how to Login to Banner Travel and Expense Management Application and to set up yourself as a Delegate and assign Travelers

More information

Yo-Mart Training Manual Requestor/Shopper

Yo-Mart Training Manual Requestor/Shopper Yo-Mart Training Manual Requestor/Shopper Login url: http://www.appleap.appstate.edu/yomart_home.html You may also access Yo Mart on the Appleap website by clicking on System Access and then Yo Mart Shopping.

More information

ClicktoFax Service Usage Manual

ClicktoFax Service Usage Manual ClicktoFax Service Usage Manual 1. Log in to Fax Service 2. Configure your account 3. Send a fax 4. Receive a fax/search for Faxes/View Faxes 5. Logout 6. Additional Support 1. Log into fax service: a.

More information

School Specialty Ordering Procedure 9/2/2010

School Specialty Ordering Procedure 9/2/2010 School Specialty Online Access our online ordering site at www.schoolspecialty.com Order quickly, easily, and accurately online at www.schoolspecialty.com View your discount prices online Your order will

More information

August, 2014 E-Commerce Website A/R Tip Sheet Your first time on the site:

August, 2014 E-Commerce Website A/R Tip Sheet Your first time on the site: Your first time on the site: Log In Log in to the site by clicking Log In you will find this at the top-right corner of every page on the website. You can shop even if you are not logged in, however Prices

More information

Credit Cards in BillQuick

Credit Cards in BillQuick Time Billing and Project Management Software Built With Your Industry Knowledge Credit Cards in BillQuick User Guide for BillQuick Users BQE Software, Inc. 2601 Airport Drive, Suite 380 Torrance CA 90505

More information

eservices Self Service Help for Students

eservices Self Service Help for Students eservices Self Service Help for Students This document covers how to perform several common tasks in eservices. How To: Find Login ID and Use Password Change Password Browse Schedule & Course Catalog Enroll

More information

Introduction... 2. Download and Install Mobile Application... 2. About Logging In... 4. Springboard... 4. Navigation... 6. List Pages...

Introduction... 2. Download and Install Mobile Application... 2. About Logging In... 4. Springboard... 4. Navigation... 6. List Pages... Contents Introduction... 2 Download and Install Mobile Application... 2 About Logging In... 4 Springboard... 4 Navigation... 6 List Pages... 6 Example: Edit Contact... 7 View Pages... 12 Example: Companies...

More information

Providers can access the precertification tool by logging in to the Amerigroup provider self service website or the Availity Web Portal.

Providers can access the precertification tool by logging in to the Amerigroup provider self service website or the Availity Web Portal. Precertification Status and Appeals Use the Amerigroup Provider self service website to check the status of a precertification request, submit a request for Amerigroup to change a decision we made on a

More information

Contents 1 Overview 2 Steps to run an Excel Add-In Setup: 3 Add-Ins 4 LOGIN 5 SEND SMS 5.1 Send Text or Flash Sms 5.2 Select Range 5.

Contents 1 Overview 2 Steps to run an Excel Add-In Setup: 3 Add-Ins 4 LOGIN 5 SEND SMS 5.1 Send Text or Flash Sms 5.2 Select Range 5. Contents 1 Overview 2 Steps to run an Excel Add-In Setup: 3 Add-Ins 4 LOGIN 5 SEND SMS 5.1 Send Text or Flash Sms 5.2 Select Range 5.3 Selected Range Preview List 5.4 Scheduling of Messages 5.5 Scheduled

More information

DaRIS portal visual user guide

DaRIS portal visual user guide DaRIS portal visual user guide In this guide, we show some basic operations that you can do with DaRIS portal. Login / logout To access to the portal, click on this link https://mf-erc.its.monash.edu.au:8443/daris

More information

TBR System Office Performance Management Employee s Guide

TBR System Office Performance Management Employee s Guide TBR System Office Performance Management Employee s Guide A Step-By-Step Employee Guide for completing performance evaluations in the PeopleAdmin Performance Management Suite PeopleAdmin 7.0 is a multi-functional

More information

emerchant Gateway Installation Guide

emerchant Gateway Installation Guide emerchant Gateway Installation Guide This document will show you how to INSTALL the emerchant Gateway module within the Miva shopping cart. For information on obtaining your emerchant Gateway credentials

More information

PloneSurvey User Guide (draft 3)

PloneSurvey User Guide (draft 3) - 1 - PloneSurvey User Guide (draft 3) This short document will hopefully contain enough information to allow people to begin creating simple surveys using the new Plone online survey tool. Caveat PloneSurvey

More information

on-hand viewer on iphone / ipod touch manual installation and configuration of an FTP server for Mac OS X to transfer data to on-hand viewer application on iphone / ipod touch table of contents 1. Introduction

More information

Shop builder User s Guide. -www.shopbuilder.com.au

Shop builder User s Guide. -www.shopbuilder.com.au User s Guide -www.shopbuilder.com.au Contents About Shop builder 3 Build online store 3 Step 1 - Design your online store 5 Step 2 - Add content to your online store 8 Step 3 - Add categories to your online

More information

Inventory Web Pro Version 1.06. User Guide 20120728

Inventory Web Pro Version 1.06. User Guide 20120728 Inventory Web Pro Version 1.06 User Guide 20120728 2 P A G E 1. Overview... 3 1.1. General Introduction... 3 1.2. Getting Started with Inventory Web Pro... 3 1.2.1. Sign Up... 4 1.2.2. Subscribe to a Plan...

More information

Xerox econcierge Account Setup Guide

Xerox econcierge Account Setup Guide Xerox econcierge Account Setup Guide Xerox econcierge Account Setup Guide The free Xerox econcierge service provides the quickest, easiest way for your customers to order printer supplies for all their

More information

simplify printing TX Guide v. 1. make IT simple Tricerat, Inc. 11500 Cronridge Drive Suite 100 Owings Mills, MD 21117 201, All rights Reserved

simplify printing TX Guide v. 1. make IT simple Tricerat, Inc. 11500 Cronridge Drive Suite 100 Owings Mills, MD 21117 201, All rights Reserved simplify printing TX Guide v. 1. Tricerat, Inc. 11500 Cronridge Drive Suite 100 Owings Mills, MD 21117 make IT simple 201, All rights Reserved Release Info Copyright Limit of Liability Trademarks Customer

More information

New Features in Sage BusinessVision 2013 (version 7.6)

New Features in Sage BusinessVision 2013 (version 7.6) New Features in Sage BusinessVision 2013 (version 7.6) 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein

More information

Computer Department. User Guide for Iscar E-Commerce site (TOOLSHOP) 1. Introducing. 2. Registration/login. 3. Start purchasing. 4.

Computer Department. User Guide for Iscar E-Commerce site (TOOLSHOP) 1. Introducing. 2. Registration/login. 3. Start purchasing. 4. User Guide for Iscar E-Commerce site (TOOLSHOP) Title 1. Introducing 2. Registration/login 3. Start purchasing 4. Purchasing steps 5. Submitting the order 6. Order confirmation 7. Order status 8. Distributors

More information

Big Lots Vendor Compliance Web Portal User Guide - Vendor

Big Lots Vendor Compliance Web Portal User Guide - Vendor Big Lots Vendor Compliance Web Portal User Guide - Vendor https://visibility.inovis.com/dataquality/xclient/biglots 1. To login to the system for the first time: Open the New User Notification Invite e-mail

More information

Unique promotion code

Unique promotion code Copyright IBM Corporation 2010 All rights reserved IBM WebSphere Commerce V7 Feature Pack 1 Lab exercise What this exercise is about... 2 What you should be able to do... 2 Introduction... 2 Requirements...

More information

ecommerce LMS Administrator s Manual

ecommerce LMS Administrator s Manual ecommerce LMS Administrator s Manual Table of Contents Introduction... 1 Logging in to the System... 2 Welcome Screen... 3 Modifying Your Personal Profile... 3 Changing Your Password... 7 Modifying Your

More information

DI SHAREPOINT PORTAL. User Guide

DI SHAREPOINT PORTAL. User Guide DI SHAREPOINT PORTAL User Guide -1- TABLE OF CONTENTS PREFACE... 3 SECTION 1: DI PORTAL ACCESS... 4 REQUEST USER ACCESS... 4 To register... 4 SIGNING IN TO THE PORTAL... 8 To sign in to the DI Portal...

More information

CU Identity Manager Process Guide: Process Guide for Requesting Access

CU Identity Manager Process Guide: Process Guide for Requesting Access CU Identity Manager Process Guide: Process Guide for Requesting Access 1 CU Identity Manager Process Guide Contents Requesting Access in CU Identity Manager... 3 For Support with CU Identity Manager...

More information

Tips for Web Filers. Tips for Web Filers. New Company Registration Page

Tips for Web Filers. Tips for Web Filers. New Company Registration Page Please read all information and instructions prior to entering the data. The instructions provide important details about completing the form and will help make your web experience a positive one. 1. How

More information

Completing Online Course Evaluations CoursEval is a web based evaluation tool that will allow students to view and complete course evaluations online and all in one place. This software is a great way

More information

Wealth and Investment Management Intermediaries. Online Banking. Bulk Payments User guide

Wealth and Investment Management Intermediaries. Online Banking. Bulk Payments User guide Wealth and Investment Management Intermediaries Online Banking Bulk Payments User guide Contents Contents 1. Introduction 3 2. Log in steps 4 3. Make BACS payments 5 3.1 Select BACS from account 6 3.2

More information

Onboarding for Administrators

Onboarding for Administrators Welcome! This resource will walk you through the quick and easy steps for configuring your Paylocity Onboarding module and managing events. Login Launch Events Complete Tasks Create Records Configure Events

More information

Note: With v3.2, the DocuSign Fetch application was renamed DocuSign Retrieve.

Note: With v3.2, the DocuSign Fetch application was renamed DocuSign Retrieve. Quick Start Guide DocuSign Retrieve 3.2.2 Published April 2015 Overview DocuSign Retrieve is a windows-based tool that "retrieves" envelopes, documents, and data from DocuSign for use in external systems.

More information

Welcome to Business Internet Banking

Welcome to Business Internet Banking Welcome to Business Internet Banking Member FDIC Table of Contents Logging On to Business Internet Banking. 3 Viewing Balances. 6 Viewing Transaction Information. 7 Issuing Stop Payments. 9 Viewing estatements.

More information

Table of Contents. Table of Contents

Table of Contents. Table of Contents Table of Contents Setup Instructions... 1 Step 1: Download the Required Components... 1 Step 2: Install and Run the Online Backup Module... 3 Step 3: Sign-Up to the Online Backup Service... 4 Step 4: Configure

More information

Using the Content Distribution Manager GUI

Using the Content Distribution Manager GUI CHAPTER 3 Using the Content Distribution Manager GUI The Content Distribution Manager is the central location from which much of the work of creating and managing ACNS networks and hosted content can be

More information

Perform this procedure when you need to add a recurring payment option, or when you need to change or withdraw it.

Perform this procedure when you need to add a recurring payment option, or when you need to change or withdraw it. Purpose Use this procedure to add, change, or remove recurring payments. Trigger Perform this procedure when you need to add a recurring payment option, or when you need to change or withdraw it. Prerequisites

More information

Norwex Office Suite: The Consultant Experience

Norwex Office Suite: The Consultant Experience Norwex Office Suite: The Consultant Experience This document describes what you, as a consultant, will experience when you log onto your Norwex Office Suite website. You will be required to access your

More information

PPM User Guide Telephone: 0800 988 2020. IP Solutions, Aldermans House, 34-37 Liverpool Street, London, EC2M 3UJ

PPM User Guide Telephone: 0800 988 2020. IP Solutions, Aldermans House, 34-37 Liverpool Street, London, EC2M 3UJ Telephone: 0800 988 2020 IP Solutions, Aldermans House, 34-37 Liverpool Street, London, EC2M 3UJ Address: voip.ipsolutions.co.uk This will then take you to the personal phone manager login screen where

More information

AJ Shopping Cart. Administration Manual

AJ Shopping Cart. Administration Manual AJ Shopping Cart Administration Manual AJ Square Consultancy Services (p) Ltd., The Lord's Garden, #1-12, Vilacheri Main Road, Vilacheri, Madurai-625 006.TN.INDIA, Ph:+91-452-2485553, 2485554. Fax : 2484600

More information

Customizing Confirmation Text and Emails for Donation Forms

Customizing Confirmation Text and Emails for Donation Forms Customizing Confirmation Text and Emails for Donation Forms You have complete control over the look & feel and text used in your donation confirmation emails. Each form in Sphere generates its own confirmation

More information

Active Directory Integration for Greentree

Active Directory Integration for Greentree App Number: 010044 Active Directory Integration for Greentree Last Updated 14 th February 2013 Powered by: AppsForGreentree.com 2013 1 Table of Contents Features... 3 Options... 3 Important Notes... 3

More information

Magento Extension User Guide

Magento Extension User Guide Smart Review Reminder Magento Extension User Guide Official extension page: Smart Review Reminder Page 1 Table of contents: 1. Email Settings.....3 2. Conditions Settings.........6 3. Google Analytics

More information

Magento Integration Manual (Version 2.1.0-11/24/2014)

Magento Integration Manual (Version 2.1.0-11/24/2014) Magento Integration Manual (Version 2.1.0-11/24/2014) Copyright Notice The software that this user documentation manual refers to, contains proprietary content of Megaventory Inc. and Magento (an ebay

More information

Lenovo Partner Access - Overview

Lenovo Partner Access - Overview Table of Contents: Lenovo Partner Access Overview How to Access the Lenovo Partner Access Portal Registration Process and Account Activation First time login Accepting the T s & C s and Selecting Challenge

More information

JPIA s Training Department Introduces Prosperity Learning Management System. User s Guide for Students

JPIA s Training Department Introduces Prosperity Learning Management System. User s Guide for Students JPIA s Training Department Introduces Prosperity Learning Management System User s Guide for Students TOPIC PAGE # Home Page 2 Class Calendar 3 Log In 4 View Classes by Location and Name 6 View Classes

More information

Magento module Documentation

Magento module Documentation Table of contents 1 General... 4 1.1 Languages... 4 2 Installation... 4 2.1 Search module... 4 2.2 Installation in Magento... 6 2.3 Installation as a local package... 7 2.4 Uninstalling the module... 8

More information

Remedy ITSM Service Request Management Quick Start Guide

Remedy ITSM Service Request Management Quick Start Guide Remedy ITSM Service Request Management Quick Start Guide Table of Contents 1.0 Getting Started With Remedy s Service Request Management. 3 2.0 Submitting a Service Request.7 3.0 Updating a Service Request

More information

Form Builder Manual. A brief overview of your website s Form Builder with screenshots.

Form Builder Manual. A brief overview of your website s Form Builder with screenshots. A brief overview of your website s with screenshots. 1 Table of Contents:...1...3 Creating a New Web Form...4 Editing a Form Element...7 Creating a Form Action...9 Adding a Form Layout to an Action...11

More information

CoreCommerce Administrator Guide

CoreCommerce Administrator Guide Welcome to CoreCommerce, an E-Commerce Software Solution for your business. Whether you are creating a small catalog, or you are looking to upgrade to a newer solution, CoreCommerce is the solution for

More information

Totally Internet Based Software. System Setup. Strategy Systems, Inc. PO Box 2136 Rogers, AR 72757 (479) 271-7400

Totally Internet Based Software. System Setup. Strategy Systems, Inc. PO Box 2136 Rogers, AR 72757 (479) 271-7400 Totally Internet Based Software System Setup Strategy Systems, Inc. PO Box 2136 Rogers, AR 72757 (479) 271-7400 Adding Users... 1 User Information Tab... 1 Operations Tab... 2 Accounting Tab... 2 Display

More information

EBOX Digital Content Management System (CMS) User Guide For Site Owners & Administrators

EBOX Digital Content Management System (CMS) User Guide For Site Owners & Administrators EBOX Digital Content Management System (CMS) User Guide For Site Owners & Administrators Version 1.0 Last Updated on 15 th October 2011 Table of Contents Introduction... 3 File Manager... 5 Site Log...

More information

Banner Web Time Entry Approver s Handbook

Banner Web Time Entry Approver s Handbook Banner Web Time Entry Approver s Handbook Welcome to Banner Web Time Entry The Web Time Entry system allows employees to individually log onto the mybanner.kenyon.edu secure website and enter the hours

More information

Upgrade of Business Systems Data Warehouse Reporting

Upgrade of Business Systems Data Warehouse Reporting Upgrade of Business Systems Data Warehouse Reporting The Business Systems Data Warehouse Reporting System was upgraded to a new version of Business Objects the weekend of December 12 th. The current system

More information