User Guide Version 4.4
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- Vernon Houston
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1 User Guide Versin 4.4
2 Page 2 f 41 EastStreMaker Pr 4.4 Summary Cntents 1 INTRODUCTION NAVIGATION EASYSTOREMAKER PRO CONFIGURATION WIZARD STORE CONFIGURATION Stre Status Cmpany Templates Preferences Catalgs Prducts Payments Shipping Methds Retail Settings Custmres ADD PRODUCT WIZARD ORDER MANAGEMENT VIEW STORE UNINSTALL EastStreMaker Pr 4.4 Page 2 f 41
3 Page 3 f 41 EastStreMaker Pr Intrductin EasyStreMaker Pr 4 is an nline ecmmerce tl that allws users t create a dynamic strefrnt. With EasyStreMaker Pr, users can easily incrprate varius payment ptins, prduct catalgues, internatinal currencies, lcal tax calculatins, shipping/ handling calculatins, language cnversins, and aut messaging. TO LAUNCH EASYSTOREMAKER PRO: Click n the EasyStreMaker Pr icn. The applicatin pens in a new windw: 1.1 Navigatin The main menu is lcated n the tp-right crner f EasyStreMaker Pr. Main Menu: links yu t the main page within EasyStreMaker Pr Cnfiguratin Wizard: will take yu thrugh the 10 mandatry steps in rder t setup an nline stre Stre Cnfiguratin: allws yu t view and change all stre settings Add Prduct Wizard: assists in adding prducts t yur nline stre. Order Management: allws yu t view, prcess and recncile yur stre rders View Stre: allws yu t view live stre Order Management: allws yu t view, prcess and recncile yur stre rders View Stre: allws yu t view live stre EastStreMaker Pr 4.4 Page 3 f 41
4 Page 4 f 41 EastStreMaker Pr 4.4 Supprt: pens nline help files fr EasyStreMaker Pr in a new windw Feedback: allws yu t send feedback cncerning EasyStreMaker Pr Tutrial: will take yu t the screen that cntains tips cncerning the usage f the EasyStreMaker Pr EastStreMaker Pr 4.4 Page 4 f 41
5 Page 5 f 41 EastStreMaker Pr EasyStreMaker Pr 2.1 Cnfiguratin Wizard The Cnfiguratin Wizard is a 10 step guide thrugh the stre setup. The Cnfiguratin Wizard includes an ptin fr U.S. custmers t setup a First Data merchant accunt and payment gateway. Only United States residents have the ptin t setup a First Data merchant accunt, residents utside f the U.S. are nt able t see this step in the Cnfiguratin Wizard. TO LAUNCH CONFIGURATION WIZARD: 1. Click Cnfiguratin Wizard. 2. Cmplete the fllwing: Cmpany Name enter yur cmpany name. Address enter yur cmpany address. City enter a city where yu cmpany is based. State/Prvince enter a state r prvince where yu cmpany is based. Cuntry enter a cunty where yu cmpany is based. Nte: Selecting United States frm the Cuntry drp-dwn, prvides the ptin t setup a First Data merchant accunt in step 8. Zip/Pstal Cde enter yur cmpany s zip r pstal cde. Phne enter yur cmpany s phne number. Hide Address/Phne in Fter allws yu t hide yur mailing address frm the enter yur cmpany s address. 3. Click Next. EastStreMaker Pr 4.4 Page 5 f 41
6 Page 6 f 41 EastStreMaker Pr 4.4 Stre Name enter yur stre name. Image Path enter URL t yur stre lg Nte: Yur "Image Path" can either be a relative file path including the file name and extensin (e.g. /stremaker/images/example.gif), r a cmplete URL f an nline image (e.g. Upladed images will be stred n yur webspace under /stremaker/images/ using the riginal file name. Image Uplad allws yu t uplad yur stre lg frm yur PC. 4. Click Next. Nte: T uplad image click Chse File, select image file n yur PC, click Open, click Uplad. 5. Cmplete the fllwing: EastStreMaker Pr 4.4 Page 6 f 41
7 Page 7 f 41 EastStreMaker Pr 4.4 Intrductin Message displays n yur strefrnt main page. Thank Yu Message displays whenever a custmer successfully places an rder at yur stre. Apply "Thank Yu Message" t cmpleted rder ? allws yu t enable/disable thank yu message. Dwnlad File Message displays t custmers wh purchase a dwnladable prduct frm yur stre. Maintenance Message displays during an interruptin in service f yur stre. Disclaimer Ntice, Privacy Statement - if yu wish t have links at the bttm f yur stre's pages which will display a Disclaimer Ntice and/r Privacy Statement, check the bx beside the applicable message areas and enter yur text. 6. Click Next. EastStreMaker Pr 4.4 Page 7 f 41
8 Page 8 f 41 EastStreMaker Pr 4.4 Prduct SKU chse Custm r Autmatic. Prduct Weight chse the unit f measurement fr the prduct. Prduct Srt and Grup sectin, specify hw catalg items are displayed. T srt catalg items: Click Apply Srt. Srt All Prducts by select Prduct Name, SKU Number, r Price. In select Ascending Order r Descending Order. T grup catalg items: Click Apply Grup. Grup Prducts Marked as select Sld Out, Backrdered, Discntinued, New, r Sld Out. On select Tp r Bttm. In select Ascending Order r Descending Order. 7. Click Next. 8. Cmplete the fllwing: EastStreMaker Pr 4.4 Page 8 f 41
9 Page 9 f 41 EastStreMaker Pr 4.4 Passwrd enter administratr s passwrd. Cnfirm Passwrd cnfirm administratr s passwrd. Ntificatin t receive ntificatins when rders have been made thrugh the stre, select Enable and prvide an address where the ntificatins are t be sent. Nte: Sensitive infrmatin, such as credit card numbers, will nt be transmitted thrugh . Language select the language that yu wuld like yur rder prcessing interface t use 9. Click Next. 10. Cmplete the fllwing: EastStreMaker Pr 4.4 Page 9 f 41
10 Page 10 f 41 EastStreMaker Pr 4.4 Credit Card - select the checkbx fr each payment methd that yur stre accepts. Nte: Fr credit card payments, select the checkbx fr all accepted cards. If the card is nt displayed, select Other and add the credit card type Check/Cheque and C.O.D. fr mney rders and COD (Cash n Delivery), yu may wish t fill ut the applicable Instructins sectin. This will prvide details t yur custmers n Check/Cheque payee specificatins and ther ntable details fr payment. 11. Click Next. 12. Select currencies frm the list by click n the circle t the right f the currency type. 13. Click Next. EastStreMaker Pr 4.4 Page 10 f 41
11 Page 11 f 41 EastStreMaker Pr Payment Gateways allw yu t accept real-time credit card payments. Transactins can nly be prcessed if yur stre currency matches the currency selected in yur payment gateway. 15. Click Next. EastStreMaker Pr 4.4 Page 11 f 41
12 Page 12 f 41 EastStreMaker Pr Set up shipping methd(s) fr yu stre. Nte: T create a shipping methd under a specific shipping categry, click the + symbl beside the applicable categry, fill in all applicable infrmatin and click Apply. 17. Click Next. EastStreMaker Pr 4.4 Page 12 f 41
13 Page 13 f 41 EastStreMaker Pr Select the template and set up its layut. 19. Click Next 2.2 Stre Cnfiguratin Allws yu t view and change all stre settings. This sectin includes bth basic and advanced settings Stre Status Displays number f rders, prducts and catalges, registered custmers and stre status.. EastStreMaker Pr 4.4 Page 13 f 41
14 Page 14 f 41 EastStreMaker Pr Cmpany Allws yu t edit yur cntact and stre infrmatin. TO EDIT CONTACT INFORMATION: 1. Click Cntact. 2. Edit the fllwing: Cmpany Name edit yur cmpany name. Address edit yur cmpany address. City edit a city where yu cmpany is based. State/Prvince edit a state r prvince where yu cmpany is based. Cuntry edit a cunty where yu cmpany is based. Nte: Selecting United States frm the Cuntry drp-dwn, prvides the ptin t setup a First Data merchant accunt in step 8. Zip/Pstal Cde edit yur cmpany s zip r pstal cde. EastStreMaker Pr 4.4 Page 14 f 41
15 Page 15 f 41 EastStreMaker Pr 4.4 Phne edit yur cmpany s phne number. Hide Address/Phne in Fter allws yu t hide yur mailing address frm the edit yur cmpany s address. 3. Click Apply. TO EDIT STORE INFORMATION: 1. Click Stre. 2. Edit the fllwing: Stre Name edit yur stre name. Current image displays current lg path. Image Path edit URL t yur stre lg Nte: Yur "Image Path" can either be a relative file path including the file name and extensin (e.g. /stremaker/images/example.gif), r a cmplete URL f an nline image (e.g. Upladed images will be stred n yur webspace under /stremaker/images/ using the riginal file name. Image Uplad allws yu t uplad yur stre lg frm yur PC. Nte: T uplad image click Chse File, select image file n yur PC, click Open, click Uplad. 3. Click Apply Templates Allws yu t select a style fr yur stre. EastStreMaker Pr 4.4 Page 15 f 41
16 Page 16 f 41 EastStreMaker Pr Preferences Allws yu t change yur stre language, messages which displays t yur custmers, rder cnfiguratin, stre settings and SSL details. TO CHANGE LANGUAGE: 1. Click Stre Language. EastStreMaker Pr 4.4 Page 16 f 41
17 Page 17 f 41 EastStreMaker Pr Select stre language. 3. Click Apply. TO EDIT MESSAGES: 1. Click Messages. 2. Edit required message(s). 3. Click Apply. TO MANAGE ORDER CONFIGURATION: EastStreMaker Pr 4.4 Page 17 f 41
18 Page 18 f 41 EastStreMaker Pr Click Order Cnfiguratin. 2. Edit the fllwing: Passwrd edit administratr s passwrd. Cnfirm Passwrd cnfirm administratr s passwrd. Ntificatin t receive ntificatins when rders have been made thrugh the stre, select Enable and prvide an address where the ntificatins are t be sent. Nte: Sensitive infrmatin, such as credit card numbers, will nt be transmitted thrugh . Language edit the language that yu wuld like yur rder prcessing interface t use 3. Click Apply. TO MANAGE STORE SETTINGS: 1. Click Stre Setting. 2. Edit the fllwing: EastStreMaker Pr 4.4 Page 18 f 41
19 Page 19 f 41 EastStreMaker Pr 4.4 Prduct SKU chse Custm r Autmatic. Prduct Weight chse the unit f measurement fr the prduct. Prduct Srt and Grup sectin, specify hw catalg items are displayed. T srt catalg items: Click Apply Srt. Srt All Prducts by select Prduct Name, SKU Number, r Price. In select Ascending Order r Descending Order. T grup catalg items: Click Apply Grup. Grup Prducts Marked as select Sld Out, Backrdered, Discntinued, New, r Sld Out. On select Tp r Bttm. In select Ascending Order r Descending Order. 3. Click Apply. TO VIEW SSL LINK: Click SSL. EastStreMaker Pr 4.4 Page 19 f 41
20 Page 20 f 41 EastStreMaker Pr Catalgs Allws yu t create catalgs t rganize yur prducts. TO CREATE CATALOG: 1. Click Add Catalg. 2. Cmplete the fllwing: Name enter catalg name. Descriptin enter catalg desctiprin. EastStreMaker Pr 4.4 Page 20 f 41
21 Page 21 f 41 EastStreMaker Pr 4.4 Current image displays URL f the current catalg image. Image Path enter catalg image URL. Click Set. Image Uplad t uplad catalg image click Chse file, lcate the image n yur PC, click Open and click Uplad. Nte: Yur "Image Path" can either be a relative file path including the file name and extensin (e.g. /stremaker/images/example.gif), r a cmplete URL f an nline image (e.g. Upladed images will be stred n yur webspace under /stremaker/images/ using the riginal file name. Apply Catalg Prduct Srt allws yu t enable catalg prduct srt. Apply Grup allws yu t enable grups in the catalg. Status select catalg status. 3. Click Apply. TO DELETE CATALOG: 1. Click Mark fr deletin. 2. Click Apply. EastStreMaker Pr 4.4 Page 21 f 41
22 Page 22 f 41 EastStreMaker Pr Prducts Allws yu t manage stre prducts. TO ADD PRODUCT: 1. Click Add Prduct. 2. Enter prduct details: Prduct Type select prduct type. Prduct Name enter prduct name. Descriptin enter prduct descriptin. Price enter prduct price. Apply Sale Price allws yu t enable sale price. Weight enter prduct weight. Max. Quantity/Order enter prduct maximum quantity. SKU Number autmatically generates SKU number r allws yu t enter custm SKU number. Hide allws yu t hide prduct n main page, in catalgs r n randm page. Taxes allws yu t disable taxes. Mark As allws yu t mark prduct as sld ut, backrdered, discntinued, new r n sale. 3. Cmplete prduct prmpt: EastStreMaker Pr 4.4 Page 22 f 41
23 Page 23 f 41 EastStreMaker Pr 4.4 Nte: Prduct Prmpts allws yu t fill in additinal ptins fr yur item; such as size r clr. Ask Fr enter ptin name. Values enter ptin value. 4. Click Apply. 5. Uplad prduct images: Nte: Add a thumbnail image and default fr yur prduct. Yu may als add multiple prduct images t be displayed within the prduct gallery. Current image displays current image path. Name displays image name. Image Path enter image path and click Set r uplad image. Uplad allws yu t uplad image frm yur PC. Click Chse File, lcate image n yur PC, click Open and click Uplad. 6. Click Update. 7. Cmplete prduct discunt: EastStreMaker Pr 4.4 Page 23 f 41
24 Page 24 f 41 EastStreMaker Pr 4.4 Nte: Allws yu t enable/disable prduct discunt. Orders Exceeding enter quantity fr exceeding rders. Receive a Discunt f select discunt type. Discunt Message allws yu t enter discunt message. 8. Cmplete prduct stck level: Nte: Keep track f yur prducts thrugh running ttals f current stck levels. When a stck reaches the given warning level, an ntificatin will be sent t yur stre address. If Stck Check is enabled, the prduct will be marked as "Sld Out" when the stck reaches zer. Apply Stck Cunter allws yu t enable/disable stck cunter. Current Stck Level enter prduct s current stck quantity. Stck Warning Level enter prduct s stck warning quantity. Apply Stck Check allws yu t enable/disable stck check. 9. Assign t catalg. EastStreMaker Pr 4.4 Page 24 f 41
25 Page 25 f 41 EastStreMaker Pr Click Apply. TO DELETE PRODUCT: 1. Click Mark fr deletin. 2. Click Apply. TO IMPORT PRODUCT: 1. Click Prduct Imprt. 2. Cmplete the fllwing: EastStreMaker Pr 4.4 Page 25 f 41
26 Page 26 f 41 EastStreMaker Pr 4.4 D yu want t replace all prducts in yur stre? allws yu t replace r nt t replace all prducts in yur stre. Chse file select CSV r MS Excel file n yur PC. 3. Click Uplad. Nte: There are tw types f imprts: The first type is t append (add) prducts t yur stre. The secnd is t replace all prducts in yur stre. If yu select "yes" t replacing all prducts in yur stre, all current stre prducts will be erased and replaced by the imprted data. TO EXPORT PRODUCT: 1. Click Prduct Exprt. 2. Select exprt frmat. 3. Click Exprt. Nte: The Exprt feature cllects all prducts that currently exist in yur stre and places them int a CSV (cmma separanged values) file r MS Excel frmat. Exprting prducts allws users advance prduct management via spreadsheet. A link t the exprted file will be prvided nce the exprt is cmplete Payments Allws yu t manage payment types, currencies, payment gateways and set stre discunt. EastStreMaker Pr 4.4 Page 26 f 41
27 Page 27 f 41 EastStreMaker Pr 4.4 TO MANAGE PAYMENT TYPES: 1. Click Payment Types. 2. Select payment types. Credit Card - select the checkbx fr each payment methd that yur stre accepts. Nte: Fr credit card payments, select the checkbx fr all accepted cards. If the card is nt displayed, select Other and add the credit card type Check/Cheque and C.O.D. fr mney rders and COD (Cash n Delivery), yu may wish t fill ut the applicable Instructins sectin. This will prvide details t yur custmers n Check/Cheque payee specificatins and ther ntable details fr payment. 3. Click Apply. TO MANAGE CURRENCIES: 1. Click Currency. EastStreMaker Pr 4.4 Page 27 f 41
28 Page 28 f 41 EastStreMaker Pr Select required currencies. 3. Click Apply. TO MANAGE PAYMENT GATEWAYS: 1. Click Payment Gateways. 2. Select the gateway yu wuld like t use. 3. Fill in yur merchant accunt infrmatin 4. Set the gateway's status. 5. Click Apply. TO SET STORE DISCOUNT: 1. Click Stre Discunt. 2. Cmplete the fllwing: EastStreMaker Pr 4.4 Page 28 f 41
29 Page 29 f 41 EastStreMaker Pr 4.4 Apply Discunt allws yu t enable/disable discunt. Orders Exceeding enter quantity fr exceeding rders. Receive a Discunt f select discunt type. Discunt Message allws yu t enter discunt message. 3. Click Apply Shipping Methds A minimum f 3 shipping methds are required: ne Reginal, ne Natinal and ne Internatinal. Nte: All 'Shipping Methd Details' fields must be cmpleted. TO SET UP A SHIPPING METHOD: 1. Select shipping methd. 2. Cmplete the fllwing: Status allws yu t enable/disable shipping methd. Methd Name eneter shipping methd name. EastStreMaker Pr 4.4 Page 29 f 41
30 Page 30 f 41 EastStreMaker Pr 4.4 Instructins enter shipping instructins. Charge Taxes allws yu t charge r dn t charge taxes fr shipping. Range select shipping range. Range Cst allws yu t add ragne cts. 3. Click Apply Retail Settings Allws yu t set up the cuntries with which yu wuld like t d business, define tax ranges, define physical lcatins and assign them a tax range and verview f the tax system that has been created. TO SET UP COUNTRIES: 1. Click Cuntries. 2. Chse hw the stre will d business with ther cuntries. 3. Select cuntries (if required). 4. Click Apply. TO SET UP TAX RANGES: 1. Click Tax Ranges. EastStreMaker Pr 4.4 Page 30 f 41
31 Page 31 f 41 EastStreMaker Pr Click Add Tax Range. 3. Cmplete the fllwing: Name enter tax range name. Range enter range value. 4. Click Apply. TO SET UP TAX ZONE: 1. Click Tax Znes. EastStreMaker Pr 4.4 Page 31 f 41
32 Page 32 f 41 EastStreMaker Pr Click Add New Cuntry. 3. Cmplete the fllwing: Cuntry select cuntry. Tax Range select tax range. Tax Calculatin select tax calculatin frmula. 4. Click Apply. TO OVERVIEW TAX SUMMARY: Click Tax Summary. EastStreMaker Pr 4.4 Page 32 f 41
33 Page 33 f 41 EastStreMaker Pr Custmres Allws yu t view custmer prfiles r delete them frm yur list. TO VIEW CUSTOMERS: 1. Click Custmers. 2. Select a custmer frm the List. Custmer s infrmatin displays in Custmer Details. 3. T exit the custmer details page click Clse. 2.3 Add Prduct Wizard Add Prduct Wizard assists in adding prducts t yur nline stre TO ADD PRODUCT WITH ADD PRODUCT WIZARD: 1. Click Add Prduct Wizard. 2. Cmplete the fllwing: EastStreMaker Pr 4.4 Page 33 f 41
34 Page 34 f 41 EastStreMaker Pr 4.4 Prduct Type select prduct type. Prduct Name enter prduct name. Descriptin enter prduct descriptin. Price enter prduct price. Apply Sale Price allws yu t enable sale price. Weight enter prduct weight. Max. Quantity/Order enter prduct maximum quantity. SKU Number autmatically generates SKU number r allws yu t enter custm SKU number. Hide allws yu t hide prduct n main page, in catalgs r n randm page. Taxes allws yu t disable taxes. Mark As allws yu t mark prduct as sld ut, backrdered, discntinued, new r n sale. 3. Click Next. EastStreMaker Pr 4.4 Page 34 f 41
35 Page 35 f 41 EastStreMaker Pr Click Prmpt 1 r Prmpt Cmplete the fllwing: Ask Fr enter ptin name. Values enter ptin value. 6. Click Update. 7. Click Next. EastStreMaker Pr 4.4 Page 35 f 41
36 Page 36 f 41 EastStreMaker Pr Select image type. 9. Cmplete the fllwing: Current image displays current image path. Name displays image name. Image Path enter image path and click Set r uplad image. Uplad allws yu t uplad image frm yur PC. Click Chse File, lcate image n yur PC, click Open and click Uplad. 10. Click Update. 11. Click Next. EastStreMaker Pr 4.4 Page 36 f 41
37 Page 37 f 41 EastStreMaker Pr Cmplete the fllwing: Apply Discunt allws yu t enable/disable disacunt. Orders Exceeding enter quantity fr exceeding rders. Receive a Discunt f select discunt type. Discunt Message allws yu t enter discunt message. Apply Stck Cunter allws yu t enable/disable stck cunter. Current Stck Level enter prduct s current stck quantity. Stck Warning Level enter prduct s stck warning quantity. Apply Stck Check allws yu t enable/disable stck check. 13. Click Next. 14. Select a catalg by clicking n the grey circle. 15. Click Next. 2.4 Order Management Allws yu t view, prcess and recncile yur stre rders. TO MANAGER ORDERS: EastStreMaker Pr 4.4 Page 37 f 41
38 Page 38 f 41 EastStreMaker Pr Click Order Management. 2. Enter yur lgin name and passwrd. 3. Click Lgin. TO VIEW OPEN ORDERS: Click n the rder number under the Details clumn. TO PROCESS THE ORDER: Click Order Filled. EastStreMaker Pr 4.4 Page 38 f 41
39 Page 39 f 41 EastStreMaker Pr 4.4 TO DELETE AN ORDER: 1. Select its checkbx 2. Click Delete Selected TO VIEW FILLED ORDERS: Click Filled Orders. TO DELETE AN ORDER: 1. Select its checkbx 2. Click Delete Selected. 2.5 View Stre Allws yu t g t yur live stre. TO VIEW STORE: Click View Stre. Stre pens in a new tab. EastStreMaker Pr 4.4 Page 39 f 41
40 Page 40 f 41 EastStreMaker Pr Uninstall Allws yu t uninstall Easy Stre Maker Pr. TO UNINSTALL EASY STORE MAKER PRO: 1. Click Uninstall. 2. Click Next. EastStreMaker Pr 4.4 Page 40 f 41
41 Page 41 f 41 EastStreMaker Pr 4.4 << DOCUMENT END >> EastStreMaker Pr 4.4 Page 41 f 41
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