User Guide. Store Manager s Guide to efollett.com Website Maintenance

Transcription

1 User Guide Store Manager s Guide to efollett.com Website Maintenance

2 Notice Store Manager s Guide to efollett.com Website Maintenance Follett Higher Education Group ( Follett ) provides this manual as a guide for using the administrative functions of efollett.com. Follett is providing you efollett.com as is, with no warranty of any kind, either expressed or implied, including but not limited to the implied warranties of merchantability and fitness for a particular purpose. Follett may make improvements or changes in this product or in the programs described in this manual at any time and without notice. Follett is not responsible for accuracy, accessibility to, or timeliness of efollett.com features. Changes are made periodically to the information contained in this manual. These changes will be incorporated in new versions of the software. Copyright , Follett Higher Education Group. All rights reserved. Unauthorized reproduction or distribution of this manual is unlawful. Note: efollett, edoption, ecredit, Follett Blue Book, and CourseTracks are trademarks or registered trademarks of Follett Higher Education Group. Windows is a registered trademark of the Microsoft Corporation. September

3 Table of Contents Store Manager s Guide to... 1 efollett.com Website Maintenance... 1 About This Document... 6 Getting Help... 6 Reset SODA Passwords... 6 Technical Issues... 6 Who to Contact for Merchandise/Inventory Questions... 6 efollett Website Questions... 7 Assisting Customer Issues... 7 Computer Requirements... 8 Getting Started... 9 Log On to Commerce Accelerator... 9 Log Out of Commerce Accelerator... 9 Navigate Commerce Accelerator... 9 Commerce Accelerator Home Page Side Navigation Maintain Store Information View Store Information Maintain Store Messages Create or Edit a Store Message Delete a Store Message Maintain Store Hours Add a New Set of Store Hours Activate or Deactivate Store Hours Change Store Hours Delete Store Hours Maintain Store Events Add a Store Event Change a Store Event Maintain Terms View an Institution View a Program View a Term Edit a Term Store Manager s Guide to efollett.com Website Maintenance 3

4 Table of Contents Delete a Term Select the Sort Order for Terms View Booklist Upload Dates Maintain Customer Information Find a Customer Reset a Customer s Password Reports Run an Order Summary Report Appendix A: Guide to Using (X)HTML Tags Important Notes List of Tags Header Tags Bulleted Lists Numbered List How to make a link How to place an image How to make an image a link Tables Special Characters HTML Code You Cannot Use in the Announcements Section Color Codes Appendix B: Field Definition Tables Commerce Accelerator Field Definition Tables General Page Store Profile Contact Page Store Profile Location Page Store Profile Language Page Store Profile Currency Page Store Profile Institutions Served Page Store Profile Store Groups Page Store Profile Drop Shippers Page Store Profile Store Buyback Page Store Profile CT Setup Page Store Profile Term Maintenance Page Store Manager s Guide to efollett.com Website Maintenance 4

5 Table of Contents Index Store Manager s Guide to efollett.com Website Maintenance 5

6 About This Document The manual includes the step-by-step procedures you need to manage your store s efollett.com website, including how to maintain: Store information Term information Customer information The manual also includes instructions for running reports and an appendix containing the Guide to Using HTML Tags. Getting Help Reset SODA Passwords Contact PSC/Direct (the online service portal) at Technical Issues For technical problems with efollett.com, contact the Product Support Center. Product support specialists are available Monday Friday from 6:00 a.m. to 8:00 p.m. CT. To contact the PSC by PSC/Direct (the online service portal) Do this Click this link (or type it into the address bar): Phone Call Click this link (or type it into the address bar) to view the guidelines on The Quad for communication with PSC: Who to Contact for Merchandise/Inventory Questions For this type of question General merchandise inventory discrepancy Maintaining merchandise Contact Product Support Center Your efollett specialist Store Manager s Guide to efollett.com Website Maintenance 6

7 efollett Website Questions For marketing related projects such as banners and featured products, please contact your efollett Web Specialist: Cristina Ruiz - cruiz@follett.com - (708) Steve Tyrakowski - styrakowski@follett.com - (708) Kristal Gonzalez - kgonzalez@follett.com - (708) Camesha DeShazer - cdeshazer@follett.com - (708) Michael Gates - migates@follett.com - (708) Paolo Tolosa jtolosa@follett.com (708) David Dilallo ddilallo@follett.com (708) Assisting Customer Issues For customer issues with locked accounts, order tracking, or other issues you cannot address, contact Customer Service by Phone (800) Store Manager s Guide to efollett.com Website Maintenance 7

8 Computer Requirements You should not have to configure the following requirements when using a Follett store computer. If using a computer outside the store, the following requirements must be set on your computer, or you will be unable to use Commerce Management Center. Set monitor display to: 1024 x 768 pixels A minimum of 256 colors Install Flash 9.0 or higher Use one of the following Web browsers: Internet Explorer 10 or below Enable Javascript Do not use Windows 10 Add *.efollett.com to the pop-up blocker s exception list. This keeps your pop-up blocking software active. -or- Disable or remove pop-up blocking software. Pop-up blocking software prevents the use of Commerce Management Center. Store Manager s Guide to efollett.com Website Maintenance 8

9 Getting Started You will perform efollett store administrative tasks in Commerce Accelerator where you manage store, customer and order information and operational tasks. Log On to Commerce Accelerator 1. Open Internet Explorer. 2. In the Address field, type the website address you have been given for Commerce Accelerator. Note: If a Security Alert window appears, click Yes. The Login page appears. 3. In the User name field, type your assigned login ID. 4. In the Password field, type your password. 5. Click Log On. The Website Administration home page appears. Log Out of Commerce Accelerator Click the Logout link in the top left corner. Navigate Commerce Accelerator Click the Management Center Tools button to select what you want to do: Store Manager s Guide to efollett.com Website Maintenance 9

10 Getting Started WebSphere Commerce Accelerator use to perform operational tasks regarding store administration, customer and order information and order management reports. Commerce Accelerator Home Page 1. If you select Commerce Accelerator from the Management Center Tools button, the Select Store Information window opens: 2. Select the store your store and language and click OK. The Commerce Accelerator home page appears. Menu Bar Store Manager s Guide to efollett.com Website Maintenance 10

11 Getting Started The home page includes a menu bar, which provides the following options: Option Store Marketing Operations Reports Definition Provides access to pages for viewing and maintaining the store and term information that appears on the store website Provides access to marketing tasks and information Provides access to order and customer information Provides access to order management reports Side Navigation Within Commerce Accelerator you will see pages that include a side navigation bar to the left of the page. Select one of the options to access to additional pages. The name of the page you select is highlighted. Side Navigation Store Manager s Guide to efollett.com Website Maintenance 11

12 Maintain Store Information View Store Information 1. Log on to Commerce Accelerator. 2. From the menu bar, select Store Change Profile. The General store information page appears. For more information, refer to the field definitions below. 3. Select an option from the menu panel on the left side of the page to view additional store information. 4. When you are finished viewing information, click OK. Maintain Store Messages Store messages appear on various pages of the store s website. The Store Messages page contains three major categories of messages with various subcategories. Create or Edit a Store Message For help with formatting store messages, refer to the Guide to Using HTML Tags in Appendix A. 1. Log on to Commerce Accelerator. 2. From the menu bar, select Store Store Messages. Store Manager s Guide to efollett.com Website Maintenance 12

13 Maintain Store Information The Store Messages page appears. 3. Select the check box next to the entry you want to create/update and click Update. The Store Messages page appears. 4. In the Message field, type a new message or edit the text of an existing message. 5. To review the message, click Preview Message. Click Close Window when you are finished viewing the message. Note: If you have used HTML tags to format your message, view the message on the store s website to see how the message will actually look to customers. 6. Click OK. The Store Messages page reappears. Store Manager s Guide to efollett.com Website Maintenance 13

14 Maintain Store Information Delete a Store Message 1. Log on to Commerce Accelerator. 2. From the menu bar, select Store Store Messages. The Store Messages page appears. 3. Select the check box next tothe message and click Delete. 4. Click OK to complete the deletion. Maintain Store Hours Store hours are posted in the Store Information section of the Help page. You can set up to 10 sets of hours to address various times of the year such as rush, buyback or various academic terms. Add a New Set of Store Hours 1. Log on to Commerce Accelerator. 2. From the menu bar, select Store Hours of Operation. The Hours of Operation page appears. 3. Click New. The Add Hours of Operations page appears. Store Manager s Guide to efollett.com Website Maintenance 14

15 Maintain Store Information 4. In the Note field, type any special information related to hours. Example: Closed on Christmas and New Year s Day. 5. In the Name field, type a description for the set of hours. Example: Regular, Rush, or Buyback. Note: Once you click OK, you cannot change the name for the set of hours. 6. Type the hours of store operation in the fields for each day of the week. 7. Click OK. A confirmation message appears. 8. Click OK. The Hours of Operation list page reappears with the hours you have entered. 9. To activate the store hours, move to the next procedure. Important: The hours do not appear on the store s website until you activate them. Activate or Deactivate Store Hours 1. Log on to Commerce Accelerator. 2. From the menu bar, select Store Hours of Operation. The Hours of Operation list page appears. 3. Select the check box next to the set of hours to activate or deactivate. 4. Click Activate show the hours on the store s website. -or- Click Deactivate to remove the hours from the store s website. A confirmation message appears. 5. Click OK. Change Store Hours 1. Log on to Commerce Accelerator. 2. From the menu bar, select Store Hours of Operation. The Hours of Operation list page appears. 3. Select the check box next to the set of hours you want to change. 4. Click Change. The Change Hours of Operations page appears. 5. Edit the store hours as needed. You cannot change the Name field. 6. Click OK. A confirmation message appears 7. Click OK. Store Manager s Guide to efollett.com Website Maintenance 15

16 Maintain Store Information Delete Store Hours 1. Log on to Commerce Accelerator. 2. From the menu bar, select Store Hours of Operation. The Hours of Operation list page appears. 3. Select the check box next to the set of hours you want to delete. 4. Click Delete OK. A confirmation message appears. 5. Click OK. Maintain Store Events Store events are posted on the store s home page and throughout the site. Important: The information about the event will not appear on the website until the event is activated. The information remains on the website until the event is deactivated. Add a Store Event 1. Log on to Commerce Accelerator. 2. From the menu bar, select Store Calendar of Events. The Calendar of Events list page appears. 3. Click New. The Add Calendar Event page appears. 4. In the Title field, type the name of the event. 5. In the Start Date field, type the starting date for the event (YYYY/MM/DD format), or click the calendar icon and select the date. Store Manager s Guide to efollett.com Website Maintenance 16

17 Maintain Store Information 6. In the End Date field, type the last date for the event (YYYY/MM/DD format), or click the calendar icon and select the date. 7. In the Message field, type the information that you want to appear on the store s website. 8. Click OK. The Calendar of Events list page reappears with the new event listed but not activated. 9. To post the event on the website, select the check box next to the event. 10. Click Activate. The Status field changes from Deactive to Active. The information remains on the website until the event is deactivated. To deactivate an event posting, select the check box next to the event and click Deactivate. Change a Store Event Start and end dates are the dates an event begins and ends. Changing an event does not change the status. An event must be activated before it will appear on the website. The event continues to appear on the website until it is deactivated or deleted. 1. Log on to Commerce Accelerator. 2. From the menu bar, select Store Calendar of Events. The Calendar of Events list page appears. 3. Select the check box next to the event you want to change or delete. 4. Click Change and edit the fields as needed. 5. Click OK. The Calendar of Events list page reappears. Store Manager s Guide to efollett.com Website Maintenance 17

18 Maintain Terms Terms are associated with the campuses and programs established for your institution. View an Institution 1. Log on to Commerce Accelerator. 2. From the menu bar, select Store Manage Institutions. The Campus List page appears. 3. Click View Institution. The page containing institution information appears. View a Program 1. Log on to Commerce Accelerator. 3. From the menu bar, select Store Manage Institutions. The Campus List page appears. 4. Select the check box next to the campus associated with the program you want to view. 5. Click View Programs. The Program List page appears. Store Manager s Guide to efollett.com Website Maintenance 18

19 Maintain Terms View a Term 1. Log on to Commerce Accelerator. 2. From the menu bar, select Store Manage Institutions. The Campus List page appears. 3. Select the check box next to the campus associated with the terms to view. 4. Click View Terms. The Program List page appears. Note: If a campus has only one program, clicking View Terms will take you directly to the Term List page. 5. Select the check box next to the program associated with the terms you want to view. 6. Click View Terms. The Term List page appears. Edit a Term Use this procedure to activate terms you have set up in CourseTracks, select options as needed and complete the Term ID field. Important Note: If your campus is on Follett Discover View and/or Follett Discover Shop, verify that the term ID in Accelerator matches what the campus is using, otherwise, students will not be able to view their assigned course materials. 1. Log on to Commerce Accelerator. 2. From the menu bar on the top of the page, select Store Manage Institutions. The Campus List page appears. 3. Select the check box next to the campus you want to work with. 4. Click View Terms. The Program List page appears. Note: If a campus has only one program, clicking View Terms will take you directly to the Term List page. Continue with step 7. Store Manager s Guide to efollett.com Website Maintenance 19

20 Maintain Terms 5. Select the check box next to the program you want to work with. 6. Click View Terms. The Term List page appears. 7. Select the check box next to the term you want to edit and click Edit Term. The Term Maintenance page appears. (Example is an active term) 8. Edit the fields on the page. Refer to the Term Maintenance Page field definitions, p Click Update This Term. The Term List page reappears. Delete a Term Use this procedure to remove inactive terms that you no longer want included on the Term List page. A term must be closed in CourseTracks before you can delete it here. 1. Log on to Commerce Accelerator. 2. From the menu bar, select Store Manage Institutions. The Campus List page appears. 3. Select the check box next to the campus you want to work with. 4. Click View Terms. The Program List page appears. Note: If a campus has only one term, clicking View Terms will take you directly to the Term List page. Continue with step Select the check box next to the program you want to work with. 6. Click View Terms. The Term List page appears. 7. Select the check box next to the term you want to delete and click Edit Term. The Term Maintenance page appears. Store Manager s Guide to efollett.com Website Maintenance 20

21 Maintain Terms 8. Click Delete This Term OK. The Term List page reappears. The term you deleted is no longer on the list. Select the Sort Order for Terms The sort order option allows you to arrange the order in which you want terms appear to on the website. 1. Log on to Commerce Accelerator. 2. From the menu bar, select Store Manage Institutions. The Campus List page appears. 3. Select the check box next to the campus to work with and click View Terms. The Program List page appears. 4. Select the check box next to the program to work with and click View Terms. The Term List page appears. 5. Select the check box next to the term you want to establish a sort order for and click Order Terms. The Term s Sort Order page appears. 6. In the Sort Order field for each term, accept the default or- Type the order in which the terms should appear, for example, 1 for Summer, 2008; 2 for Fall, 2008; 3 for Winter, 2009 and 4 for Spring To apply the sort orders and remain on this page, click Apply. -or- To apply the sort orders and return to the Term List page, click Apply and Return. View Booklist Upload Dates Booklists are loaded automatically through CourseTracks. 1. Log on to Commerce Accelerator. 2. From the menu bar, select Store Manage Institutions. The Campus List page appears. 3. Select the check box next to the campus to view and click View Term Upload Dates. The Booklist Upload Dates list page appears. Store Manager s Guide to efollett.com Website Maintenance 21

22 Maintain Terms 4. Click Return. Store Manager s Guide to efollett.com Website Maintenance 22

23 Maintain Customer Information Tasks associated with maintaining customer information include: Find a customer Reset a customer s password Find a Customer 1. Log on to Commerce Accelerator. 2. From the menu, select Operations Find Customers. The Find Customers page appears. 3. Type information into one or more of the fields. 4. Use the drop-down selection fields to refine your search and click Find. The Find Customers Search Results page appears. The page lists the customers matching the search criteria you entered. Customers are listed by their addresses. Reset a Customer s Password 1. Log on to Commerce Accelerator. 2. From the menu bar, select Operations Find Customers. The Find Customers page appears. 3. Type information into one or more of the fields. 4. Use the drop-down selection fields to refine your search and click Find. The Find Customers Search Results page appears. The page lists the customers matching the search criteria you entered. Store Manager s Guide to efollett.com Website Maintenance 23

24 Maintain Customer Information 5. Select the check box next to the address for the customer whose password you want reset. 6. Click Reset Password. A Web Page Dialog box appears with an entry field for the Administrator s password. 7. Type the password you used to log on to Commerce Accelerator. 8. Click OK. A temporary password is ed to the customer. The Web Page Dialog appears indicating that the password has been reset and that a notification has been sent to the customer. 9. Click OK. The Find Customers Search Results page reappears. Store Manager s Guide to efollett.com Website Maintenance 24

25 Reports Access the Order Summary Report through Commerce Accelerator. This report provides a summary of order information such as order totals and average sales per order. The information on the report is only for the store you are signed into. Run an Order Summary Report 1. Log on to Commerce Accelerator. 2. From the menu bar, select Reports Order Management Reports. The Order Summary parameter page appears. 3. Type the start date to include in the report (YYYY/MM/DD format) or click the calendar icon and select a date. 4. Type the end date to include in the report (YYYY/MM/DD) format, or click the calendar icon and select a date. 5. Click OK. The report request is processed and the report data appears on the page. 6. If you are finished, click OK. -or- To print the report, click Print. 7. Accept the default parameters or change them as needed. 8. Click Print to continue. Store Manager s Guide to efollett.com Website Maintenance 25

26 Appendix A: Guide to Using (X)HTML Tags Q. What are html tags and what do they do? A. Tags are coding instructions in an HTML document that tell a web browser (like Internet Explorer) how to present a webpage properly. This includes text formatting, like in a word processor like MS Word: bold, paragraph, italic, font, font color, headings, justify left, justify right, etc. When making updates to the announcements section, these formatting tags are what you will be using the most. Q. What do HTML tags look like? A. There are two kinds of HTML tags: start tags and end tags. Both are put inside of angled (greater than/less than) brackets like this. <p>. End tags look very similar to start tags but they are preceded by a forward slash like this </p>. Think of these tags as on/off switches. Start tags turn the formatting on, and end tags turn the formatting off. ALL HTML tags MUST be in lowercase. Every tag must have a closing tag (with a few exceptions note down below) Important Notes Test your code BEFORE putting it in Accelerator by saving it notepad (with the file extension.html), then drag that file into your favorite web browser. For more resources and help with html tags and tutorials, please go to Another great resource is the book HTML, XHTML, and CSS Sixth Edition by Elizabeth Castro. List of Tags Here s a list of tags you will use most often in your announcements, and a brief description of them. <strong>sets text in Bold </strong> <em>sets text in italic </em> <p> Defines the start of a paragraph</p> <br /> This is a break tag. This tag is used to force a line break. (does not need an closing tag) <hr /> Horizontal rule (does not need an end tag) Store Manager s Guide to efollett.com Website Maintenance 26

27 Appendix A: Guide to Using (X)HTML Tags Header Tags Much like in Microsoft word you can set different header tags. Header tags go from 1 to 6 with 1 being the most important in emphasis, and largest font, with Header 6 being the least important in the smallest font. They look like this <h2>heading</h2> <h3>heading</h3> <h4> Heading</h4> <h5>heading</h5> <h6>heading</h6> You cannot use Header 1 in the announcements section. Header 2 is best used to organize and separate blocks of texts/information in your announcements section. efollett has already set the font, and font size for Header 2. (Georgia font at 16px/pt) Bulleted Lists To make a list of items with bullet points next to it you use the unordered list tag. (<ul>) Each line in your list must start and end with the list item tag. (<li>) Example <ul> <li>apples</li> <li>oranges</li> <li>bananas</li> </ul> The unordered/bulleted list would look like this: Apples Oranges Bananas Store Manager s Guide to efollett.com Website Maintenance 27

28 Appendix A: Guide to Using (X)HTML Tags Numbered List To make a list with numbers instead of bullet points, you use the Ordered List tag (<ol>). Formatting is very the similar as the unordered list, using the list item tag (<li>) for each numbered point. <ol> <li>apples</li> <li>oranges</li> <li>bananas</li> </ol> The ordered/numbered list would look like this: 1. Apples 2. Oranges 3. Bananas How to make a link Links to other web pages or websites are displayed with an underline word. The code is <a href= Yahoo is here</a> Which will display as: Yahoo is here How to place an image You will be using the Image tag <img> The code is <img src=" alt="president Barack Obama" /> Please make sure to take note of and use the alt tag that BRIEFLY (in one sentence) describes what the image is. How to make an image a link <a href=" target="_blank"><img src=" alt="president Barack Obama" border="0" /></a> Store Manager s Guide to efollett.com Website Maintenance 28

29 Appendix A: Guide to Using (X)HTML Tags Tables Tables were originally invented and intended for tabular data. Think of Microsoft Excel spreadsheets. Over the years, the table has been abused to design and layout web pages. New World Wide Web standards frown against this. In the announcement and events section, the best use of a table would be to display store hours. Please refer to the sample_tags.html for an example Tables are probably one of the most difficult things in html to implement because it involves so many tags. Please ask your specialist for help when making tables. Tables, like a crossword puzzle are made up of table rows (across), table columns (down), and individual table cells. Here s an example of a simple data table <table border="1" width="300px"> <caption>monthly Savings </caption> <thead> <tr> <th>month</th> <th>savings</th> </tr> </thead> <tr> <td>january</td> <td>$100</td> </tr> </table> Store Manager s Guide to efollett.com Website Maintenance 29

30 Appendix A: Guide to Using (X)HTML Tags This is how you start the table, give it a border, and tell it how wide it should be. No table width can go beyond 660px in width in the announcements section. <caption>monthly Savings </caption> The table caption is a brief explanation of what table information is being presented. In this example, this table is about Monthly Savings <thead></thead> The table head is a special area at the top of the table that creates header for columns. The headers are bold by default. <tr> </tr> This is for table row, indicating where the row starts and ends in the table <td></td> This is the individual table cell that makes up a table row Special Characters For special characters like and use the following HTML code: To create this special character Type this HTML code (quotation marks) " & (ampersand) & Example: if you type Jansport it will show up as Jansport HTML Code You Cannot Use in the Announcements Section Flash Java Script Animated gifs Youtube or video embeds MP3s or sound Forms Frames Store Manager s Guide to efollett.com Website Maintenance 30

31 Appendix A: Guide to Using (X)HTML Tags Color Codes Below is a partial list of colors and their html codes. Please use your store s primary color for headlines or call outs. If you don t know you store s primary color, please ask your efollett web specialist. If you want this color Type this HTML code Black # Blue Brown 1 Brown 2 #0000ff #ff4040 #a52a2a Dark Green # Forest Green #228B22 Gold Green Green 2 Grey #ffd700 #00ff00 #00ff00 #bebebe Maroon #b03060 Navy Blue #00080 Orange Pink Red #ffa500 #ffc0cb #ff0000 Royal Blue #4169E Slate Grey # White Yellow #ffffff #ffff00 Store Manager s Guide to efollett.com Website Maintenance 31

32 Appendix B: Field Definition Tables The following tables are definitions of specific fields on pages within CMC and Commerce Accelerator. Commerce Accelerator Field Definition Tables General Page Store Profile This page displays the general store information that was entered when the store was created. Field Name Store number Store Type Store name edoptions Password Follett CourseTracks Store description Sort Priority Inventory BuyBack/Rush Messages Taxware Pre-Orders Allowed Rental Orders Allowed Reserve Orders Allowed Catalog Load Field Definition Identifying number for the store. Description of type of store, such as Follett-managed, epartner, Drop Shipper, etc. Name of the store as it should appear on the store s website. Password faculty must use to enter edoptions on the store s website. Indicates whether or not the store is using CourseTracks as its text management software. Descriptive information about the store. This information is not posted on the store s website. Option established at store site setup that allows certain items to be displayed first instead of in the default order. (Default is alphabetical) Option established at store site setup defining whether the store maintains real-time inventory. (Default is No) Option established at store setup to enable or disable buyback/rush messages. (Default is No) Option established at store site setup indicating whether the store is using Taxware (Yes) or tax tables (No). (Default is Yes for Follett-managed stores, No for independently managed stores) Option established at store site setup indicating whether or not the store accepts pre-orders. (Default is No) Option established at store site setup indicating whether or not the store accepts rentals. (Default is No) Option established at store site is setup indicating whether or not the store accepts reserve orders. (Default is No) Option established at store site setup defining how catalog information is loaded to the website. (MMS or Manual) Store Manager s Guide to efollett.com Website Maintenance 32

33 Appendix B: Field Definition Tables Field Name Booklist Format Conversion Directory Name Manager Name Manager Title SAN JDA Number Division Label Required Label Course Label Optional Label Section Label Recommended Label Instructor Label Department Label Bookstore URL Download Orders Send Update Special Order General Books Special Order Computer Products Field Definition Text management software the store uses or used for booklist uploads. Note: Once a store is set up on CourseTracks, this field is no longer used. For Canadian stores and stores that converted from Tom-Tracks, this field displays "Follett Managed Tom Tracks. For new stores that are set up with CourseTracks initially, this field remains at the default--no chosen text management system. Directory where store-specific images are assigned to this store. Name of the store manager. Store manager s official position title. Store s Standard Address Number. Indicates which JDA system the efollett system should feed into. Word or abbreviation the school uses to describe divisions. Word or abbreviation the school uses to describe required course materials. Word or abbreviation the school uses to describe courses. Word or abbreviation the school uses to describe optional course materials. Word or abbreviation the institution uses to describe course sections. Word or abbreviation the school uses to describe recommended course materials. Word or abbreviation the school uses to describe this position. For example some schools use Professor. Word or abbreviation the school uses to describe departments. Store s web address. Indicates whether or not the store is allowed to download orders. Option established at store site setup indicating whether an will be automatically sent to a customer whenever the order status changes. Indicates whether or not the store is allowed to accept special orders from customers for General Books. Indicates whether or not the store is allowed to accept special orders from customers for Computer Products. Store Manager s Guide to efollett.com Website Maintenance 33

34 Appendix B: Field Definition Tables Contact Page Store Profile This page displays the contact information entered when the store was created. Field Name Phone # 1 Phone # 1 Label Phone # 2 Phone # 2 Label Phone # 3 Phone # 3 Label Phone # 4 Phone # 4 Label Phone # 5 Phone # 5 Label Fax number address address alias Field Definition Store s primary phone number. Descriptor for phone, e.g., main phone. Additional phone number. Descriptor for additional phone, e.g., text department. Additional phone number. Descriptor for additional phone, e.g., software department. Additional phone number. Descriptor for additional phone, e.g., merchandise department. Additional phone number. Descriptor for additional phone. Store s fax number. Store s actual address, e.g., 0700mgr@fheg.follett.com. Customer will be redirected to this address. address that appears on the website, e.g., nd@bkstr.com. The will be redirected to the address store s actual address. Location Page Store Profile This page displays the address information entered when the store was created. Field Name Address 1 Address 2 Address 3 City State/Province ZIP/Postal code Country/Region Allow In-store Pickup? Field Definition The store s street number, street name. Additional address information. Additional address information. The city associated with the store s street address. The state associated with the store s address. The zip code or postal code associated with the store s address. The country associated with the store s address. Indicates whether this store allows customers to order online and pick up their orders at the store. If you click Manage Pick-Up Locations, you can view the pick-up locations set up for your store, but you cannot edit them. Click Cancel to go back to the General page. Store Manager s Guide to efollett.com Website Maintenance 34

35 Appendix B: Field Definition Tables Language Page Store Profile This page displays the language information entered when the store was created. Field Name Selected languages Available languages Field Definition Language selected when this store was created appears on this page. If more than one language is selected, the website will appear in the default language, but the customer may select an alternative language. Additional languages you can select for the store s website. Currency Page Store Profile This page displays the currency information entered when the store was created. Field Name Selected currencies Available currencies Field Definition Currencies selected when this store was created appear on this page as the default. If more than one currency is selected, the website will show monetary information in the default currency. Additional currencies you can select for the store s website. Institutions Served Page Store Profile This page displays the institution information associated with the store. Field Name State Institution Campus Program Field Definition State where the institution is located. Institution associated with this store. Campus of the institution served by this store. For example, a large university might have different stores serving geographically distant campuses. Education program, such as Undergraduate or Graduate. Store Groups Page Store Profile The Home Office uses this page to indicate whether or not a store uses certain features like showing ISBNs in the course results area, showing the General Books Best Seller list, how many different payment methods can be accepted at checkout, and Text Rental information including Rental Support Group and Rental Business Info Group. Store Manager s Guide to efollett.com Website Maintenance 35

36 Appendix B: Field Definition Tables Drop Shippers Page Store Profile This page displays the drop shipper information associated with the store. Field Name Selected Drop Shippers Available Drop Shippers Field Definition Book vendors such as WMS (2000), Ingram (2001) or Rittenhouse (2002) who service the general books section of the website. Additional drop shippers you can select for the store s website. Store Buyback Page Store Profile This page indicates what address where customers should mail their buyback orders. River Grove, IL is the default for most stores. CT Setup Page Store Profile For CourseTracks Stores only: This page indicates the CourseTracks store numbers that are feeding to the efollett website. Term Maintenance Page Note: If you do not see fields related to Reserve and/or Rental, it is because they were not turned on when your store s profile was created. To have these options made available, please contact efollett support. Field Name Term Name Term Status Term ID Term Open / Closed In-Store Pickup In-Store Pickup End Date Field Definition Name for the Term, for example, Fall #### (where #### is the year) Designation of whether or not the term is active. If a term is active, the booklist for the term will be displayed on the store s website. The options are: Active, Allow purchasing Active Pre-Order (only available if Pre-order is marked Yes in store profile) Inactive, Pre-Order (only available if Pre-order is marked Yes in store profile) Inactive Unique identifier that can be used for registration integration. Use whatever designation the school uses. A term ID is required before you can activate a term. Identifies whether the term is available for activity. Identifies whether the customer can indicate and pick up their order in the store. Identifies the last date the customer can pick up orders in the store. Store Manager s Guide to efollett.com Website Maintenance 36

37 Appendix B: Field Definition Tables Field Name Ship Ship End Date Rental Rental End Date In-Store Pickup Message Ship Message Reservation Message Rental Message Field Definition Determines whether or not the option to ship orders will appear on the store s website. Options are Yes or No. Date when orders will no longer be shipped for this term. The option to ship orders will disappear from the website after the end date. Determines whether or not the In Store Pick-Up, Pay Later options will appear on the store s website. The options are Yes or No. (If available to your store.) Date when rental orders will no longer be accepted for this term. The In Store Pick-Up, Pay Later options will disappear from the website after the end date. (If available to your store.) Message customers see when they select the in-store pick up option. You can accept the default message or type your own message. If you select No in the In-Store Pickup field, this field disappears. Message customers see when they select the Ship option. You can accept the default message or type your own message. If you select No in the Ship field, this field disappears. Message customers see when they select the Reserve option. You can accept the default message or type your own message. If you select No in the Reserve field, this field disappears. Message customers see when they select the Rental option. You can accept the default message or type your own message. If you select No in the Rental field, this field disappears. Store Manager s Guide to efollett.com Website Maintenance 37

38 Index A Activate store hours, 15 Add store hours, 14 store messages, 12 B Booklist view upload dates, 21 C Campuses, view list, 18 Change store event, 17 store hours, 15 store messages, 12 term information, 19 Customer find, 23 reset password, 23 D Deactivate store hours, 15 Delete store hours, 16 store messages, 14 term, 20 E Edit store event, 17 store hours, 15 store messages, 12 term information, 19 efollett Specialist Support, 6 Event. See Store event F Field definitions Store Profile Contact page, 34 Course Tracks Setup page, 36 Currency page, 35 Drop Shippers page, 36 General page, 32 Institutions page, 35 Language page, 35 Location page, 34 Store Groups page, 35 Find customers, 23 G Getting started, 9 H Help, getting, 6 Hours of operation. See Store information, hours HTML tags, 26 I Institution, view, 18 M Maintain store information, 12 terms, 18 O Order Summary Report, 25 Store Manager s Guide to efollett.com Website Maintenance 38

39 Index P Password, reset for customer, 23 Print Order Summary Report, 25 Product Support, 6 Programs, view list, 18 R Rental Business Info Group Store Groups Page, 35 Rental Support Group Store Groups Page, 35 Reports, Order Summary Report, 25 Reset customer password, 23 Return policy. See Store Messages S Search for customers, 23 Sort order, select for terms, 21 Store event change, 17 Store hours activate/deactivate, 15 add, 14 change, 15 delete, 16 Store information events, 16 hours, 14 store messages, 12 view profile, 12 Store messages add, 12 delete, 14 edit, 12 Store Profile, field definitions Contact page, 34 Course Tracks Setup page, 36 Currency page, 35 Drop Shippers page, 36 General page, 32 Institutions page, 35 Language page, 35 Location page, 34 Store Groups page, 35 T Telephone Support, 6 Term delete, 20 edit, 19 select sort order, 21 V View booklist upload dates, 21 campuses, 18 customers, 23 institution, 18 programs, 18 store information, 12 Store Manager s Guide to efollett.com Website Maintenance 39