UMarket Step by Step Guide

Transcription

1 University f Utah Financial & Business Services UMarket Step by Step Guide UMarket Shpping Cart Hw-T Incme Accunting and Student Lan Services 2/5/2015

2 Table f Cntents Please use this Step by Step Guide as a supplement t the nline UMarket training. Cntact Incme Accunting and Student Lan Services if yu have additinal questins. Lg In Instructins.2 Stre Lg 2 Using the WYSIWYG.3 Settings...4 Custm Labels..5 Discunts.5 Extra Fields.6 Categries 8 Optins..8 Create Prducts...9 Create a Hidden Prduct.11 Manage Orders..11 Uplad Images 13 Activate the Shpping Cart.13 Refunds..13 Appendix A: AVS, CVN, & Respnse Cdes.15 Appendix B: UMarket Cntact Infrmatin 21 1

3 UMarket Step by Step Guide t the Shpping Cart Lg In t Admin Mdule Click n link: Save t yur favrites r bkmark Enter yur unid Enter yur CIS passwrd Click Lg In If yu have mre than ne shpping cart, yu will need t click n the App_Type # (aka UMarket Accunt #). T find the URL t yur shpping cart, click n the View Tab at the tp right crner f the admin mdule. Fr multiple App_Types, the URL t each cart will appear n the first page when yu lg in. Cpy the URL in the brwser, and paste nt yur website. A hyperlink n the website is preferable t just the text link. Frm the Admin Hme page yu can see yur mst recent transactins. T view all transactins click n Orders in the left side menu, r click n the link View All Orders belw the list f rders. Yu may als View All Prducts r select Prducts frm the left side menu. The admin page will shw yu the Tp Custmers based n $ spent, and the Recently Added/Updated Prducts Stre Lg click n the View tab at any time t see yur saved updates Custmize a lg Click n Stre Settings, then Cmpany Inf Default Settings: Cmpany URL = Department URL (if lg is clicked n by the user, this will take them back t yur department website) Theme = chse a clr fr the tp banner f the shpping cart frm the drp dwn menu Display Watermark = check r uncheck the bx t display the University watermark in the banner Overwrite Default f Cmpany Name University f Utah enter a prefix, Department Name, and Parent Organizatin (i.e. The University f Utah, Schl f Medicine) Chse the Blck U, the HSC Cadusis, r Nne Use a Custm Lg Click n Stre Settings, then Uplad Custm Lg/Banner Click n the Brwse buttn Find yur saved image n yur cmputer and duble click, r select and click n Open Click n Start Uplad If uplad is successful the lg will appear If yu receive an errr, try t reduce the size f yur image 2

4 T reduce, pen the image in Micrsft Paint, click n resize, reduce by 50 percent & maintain aspect rati, click OK Cntinue t reduce by 50 r 25 percent until yu reach the desired size. Using the WYSISYG (what yu see is what yu get) Hmepage Cntent Use like a Wrd Dcument t enter infrmatin n the hme page Apprpriate hme page cntent: shpping cart title, event title, a summary f shpping cart purpse, instructins n navigating the shpping cart, yur refund plicy, pictures, psters, pamphlet infrmatin etc. Use Frmat and Styles drp dwns t change the fnt sizes and styles. Insert link highlight the key wrd t the link click n the link icn enter the link URL change the Target t pen in a new windw type in title f the link (required by ADA) class is nt required Save by clicking n Insert Left Navigatin Links Create links t ther sites (i.e. spnsrs, assciated cntributrs). Create links t related University r Department web pages. Click n the Styles drp dwn menu, select leftnavlink Insert link highlight the key wrd t the link Click n the link icn enter the link URL change the Target t pen in a new windw type in title f the link (required by ADA) class is nt required Save by clicking n Insert Insert Images T use UMarket Image Database, see Uplad Images Click n the Icn that has a tree n it Enter in Image URL Enter Title Click n Insert 3

5 Settings Frm Address= yur address (as the administratr), r a department address that yu can mnitr fr transactin ntices. Mail Frmat Use Multi-Part (html + text) if yu want a highlighted header and fter n the . Yu can als insert links in the header r fter. All ther infrmatin will be text nly. Text Only will nt allw yu t put links int the header r fter. Order Ntificatin There is a custmer rder ntificatin AND a merchant ntificatin. This can be used fr pay with check registratins, r $0 registratins r in cnjunctin with credit card payments. Payment Ntificatin Bth yu and the custmer can receive a payment ntificatin. This ntificatin is sent when the credit card payment is apprved; usually immediately at the time f the transactin. If yu have a pay by check registratin, yu can change the status f their registratin within the rder t Paid in Full. See Manage Orders Once yu change the status in the rder, the payment ntificatin will be autmatically sent t the custmer and yu. Custmer Ship Ntificatin This ntificatin is nly sent if yu change the status f an rder t Ship. Yu, the merchant, will nt receive an ntificatin, nly the custmer. Heading The heading is used as a title fr the receipt. Yu may put in a nte t the custmer r just the name f yur department r event. Use the Text Heading r the HTML Heading, depending n the mail frmat yu chse. HTML has a WYSIWYG fr frmatting and inserting links. Signature This is the fter and may be used as a Thank Yu message. Use the Text Signature r HTML Signature, depending n the mail frmat yu chse. HTML has a WYSIWYG fr frmatting and inserting links. Order Received Intr & Fter Apprpriate text includes, thank yu statements, cntact infrmatin fr questins, refund plicies, and instructins. Pay by Check rders will receive this Order Ntificatin. Prvide instructins and an address fr mailing their check payment. Intr & Fter are text nly fields Order Paid Intr & Fter Apprpriate text includes, thank yu statements, cntact infrmatin fr questins, refund plicies, and instructins. Intr & Fter are text nly fields Order Shipped Intr & Fter Apprpriate text includes thank yu statements, cntact infrmatin, refund plicies, and instructins. Intr & Fter are text nly fields. 4

6 Custm Labels All Prducts Link Text = custmer may click n this link t view all prducts ffered in the cart. Yu may wish t call this link All Curses r Register Here r smething else. Stre Hme Link Text = custmer can return t the shpping cart hme page. Yu may wish t call it smething else. Type text here. Subprduct Sectin Title. A subprduct is ffered n the same page as anther prduct. The default calls it Additinal Items. Yu may use this as an up-sale tl. Fr example: If smene registers fr a curse, they may als be interested in an upcming curse, an event t-shirt, r a syllabus. Use the subprduct t allw them t add this additinal item t their cart at the same time as their registratin. Yu may wish t call it smething besides an Additinal Item. Discunts If yu wuld like t ffer discunts cntact Stu OR stuart.schrager@incme.utah.edu t add this ptin. Add Discunts Click n Add New Discunt Enter a simple and unique reference ID Give the Discunt a Name (i.e. multiple curse registratin, Early Bird Registratin, etc.) Optinal- give a brief descriptin f the discunt (i.e. Register fr 2 r mre classes t receive 10% ff each class.) Prmtinal Cde = can be used fr limited time prmtins r discunt by invitatin nly. It requires the custmer t enter the crrect cde in rder t receive the discunt. Yu may set a start date and an end date. Keep the end date blank if the discunt des nt expire. Limit hw many times the discunt may be applied in each rder. *Nte: We cannt limit custmer uses as we d nt have custmer accunts. Discunt Calculatin = apply the discunt by Prduct r by Order Ttal. Enter the amunt f the discunt either a flat amunt r a percentage. Glbal Discunt = applies t the whle shpping cart Exclusive= Check this bx t limit the discunt s it may nt be used with any ther discunts. Leave blank if yu want t allw a custmer t use mre than ne available discunt at a time. Discunt Pririty: Use nly if yu have exclusive discunts. If a custmer tries t use mre than 1 discunt yu can chse which ne t allw them t use, like the better f the 2 discunts. Cnditins Cnditins allws yu t set hw the discunt can be applied Cart Ttal = apply the discunt t the ttal f the cart. Yu can als set a minimum dllar amunt they must spend fr the discunt t apply. Cart Quantity = apply the discunt nly if a certain # f items is in the cart. Set the minimum and r maximum Item Quantity = apply the discunt nly if a certain item is in the cart by the minimum that yu set. (i.e. buy 2 t-shirts and get the third free they must have 3 t-shirts in their cart.) 5

7 Assciated Items If the discunt applies t prducts, and nt the whle cart, yu must assciate the discunt with the prduct. Use the drp dwn t select the assciatin methd prduct, categries, r skus. Examples: Prduct = discunt applies t the whle prduct Categry = discunt applies t all curses, nt curses and t-shirts Skus = discunt applies t nly black t-shirts, nt the red r grey t-shirts. Add Assciated Prducts, Skus, r Categries Click n G t bring up everything Or yu may search the by prduct name, categry name, r sku id. Check the bxes t add the items and then click Add Selected. Usage Histry See hw many times discunt was used, and wh used it. This tab nly appears after a discunt has been used by a custmer. Archive Discunts If yu discntinue a discunt, yu may archive it s it is n lnger visible with yur active discunts. This will save the histrical data. Active Discunts Click n the Edit Pencil t make any adjustments t yur active discunts. Deactivate a discunt by giving it an end date r archive it. Extra Fields Extra fields are used t gather infrmatin frm the custmer based n the prduct they are purchasing. This is especially helpful fr individual cnference registratins. Extra fields will nt determine pricing differences. See Optins fr pricing variance within a prduct. There are several cmmn extra fields set up by default. Manage Extra Fields Click n the Edit Pencil t change yur extra fields. Use numbers t put the extra fields in the rder yu want them t appear if added t a prduct. Type the numbers under Srt and save changes. Yu can re-rder the fields within the prduct nce yu have added them. Delete fields yu will nt use by clicking the delete bx t the fields and save changes. The Prducts field shws yu hw many prducts are using the extra fields. Help= yu can set up hints fr the custmer t cmplete the extra fields. The custmer may click n the questin mark (?) t see the hint. Add New Extra Fields Click n the Add New Extra Field buttn Item Name=The questin yu want t ask. Srt rder = yu can rder it nw r later after all fields have been added. Frm Input Type = This is hw the custmer will answer yur questin. Text Field = a bx t type in an answer (35 characters lng) Numeric Field = they can type in an answer which is limited t numbers nly. If yu want t allws numbers and letters, like a UNID (u ), use the text field. 6

8 Text Area = allws fr the custmer t type in a lng answer, such as an additinal answer r shrt essay questin. Limited t 45 characters and 5 rws by default. Yu may increase thse parameters. Checkbx (single) = checked nly if they need that item r service (i.e. D yu need wheelchair access?) Checkbx Grup = list f checkbxes s they can select all that apply. Be sure t give instructins in the Item Name check all that apply r check ne Radi Grup = yes r n answers r they may chse ne f tw pssible answers Select list = prvides a list f items in a drp dwn menu. The custmer may chse nly ne. Multiple Select list = prvides a list f items in a drp dwn menu. The custmer may chse mre than ne answer. Pssible Values = t be used when giving the custmer items t chse frm. Includes all Frm Input Types except Text Field, Text Area, and Numeric Field. Each chice must be a Name and Value pair. The Name is what the custmer sees; the value is what will shw n their rder in UMarket. If there is n value, yu will nt get the answer in their rder infrmatin. The name and value pair shuld be the same. Type the answer twice with the vertical line in between. The vertical line sign in the key belw the backspace key n yur key bard. It may appear n the key as 2 small vertical lines. Each Name Value pair must be n its wn line. Just press enter t g t the next line. i.e. Item Name = Lunch Preference, Frm Input Type= Select List Pssible Values= Nne Nne Chicken Chicken Beef Beef Fish Fish Vegan Vegan Help Descriptin= Allws the custmer t see an explanatin f what the extra field is asking fr and hw t answer it. This is ptinal. Add extra fields t Prduct Extra fields can be added t prducts at any time during prduct creatin, r edit an existing prduct. Click n the Extra Fields Tab within the prduct. Click the Add check bx and then save by clicking the Add Extra Fields buttn at the bttm f the page. Hint when using extra fields fr individual registratin infrmatin set Hide Quantity t Yes n the prduct details tab. The custmer may add anther registratin frm the cart page, but nly ne persn s infrmatin is gathered at a time. 7

9 Categries Categries can be brad r general Each curse can be its wn categry with ne r mre prducts i.e. Yga Pilates Aerbics A categry can be a descriptin with ne r mre prducts i.e. Exercise Classes Healthy Eating Curses Main Categries = mst categries will be main categries. They shw n the left side f each page with in the stre frnt. Secndary Categries = used t refine a search fr a prduct i.e. Yga (main categry) Beginning Yga Intermediate Yga Advanced Yga Secndary Categries can als have multiple prducts listed under them. Beginning Yga Beginning Yga 10 day Punch Card Beginning Yga 1 mnth Punch Card Beginning Yga 6 mnth Punch Card Add New Categry Give the categry a name Optinal give a descriptin f the Categry Number the rder yu want the categries t appear. Can be dne at a later time in the list f categries nce all categries are created. Save Changes Add New Secndary Categry - same as abve Edit Categries Add a descriptin by clicking n the edit pencil Change the name f the categry Number the categries in the rder yu want them t appear. The number shws a decimal pint ignre it. Archive in rder t save the categry fr later use Delete Categry if yu are nt ging t use it. Yu may delete categries if yu have had transactins. The database will save all inf n the cmpleted rders. Optins Optins = used t narrw dwn prduct infrmatin OR t determine a pricing structure i.e. Prduct= Emergency Medicine Curse Optin Grup = CME Curses Optins= MD Nurse PA 8

10 Add new Optin Grup = name f yur ptin, shuld be a general term such as Size r Clr. Give a descriptin f the ptin nt necessary Number rder the ptin grups if yu have multiple ptin grups Save Details Status will default t active nce the ptin grup is saved. The status may be changed at any time. Name and rder the ptins (descriptins are ptinal). i.e. Optin Grup = Clr Optins = Red Green Blue Create Prducts Enter prduct details ID (Part N.)= A unique ID such as a number r an acrnym. If using the prduct frm year t year, d nt use dates r yu will have t create a new prduct each year. Display Name = name f the prduct that the custmer will see Chartfield = use the drp dwn t select the chartfield this prduct will depsit int. Yu may have ne r multiple chartfields. Send additinal chartfields t stuart.schrager@incme.utah.edu with yur App_Type. If this prduct is a dnatin, click the bx next t Is this a gift? The Develpment ffice s chartfield will be autmatically selected. Gift Chartfield = will instruct Develpment where t transfer the dnatin nce they have accunted fr it. Nn-Gift Chartfield = use nly if the prduct is a gift and there is a nn-gift prtin f the amunt f the prduct. This instructs Develpment where t transfer the nn-gift prtin f the amunt. i.e. Prduct = Fundraising $75 Gift Prtin = $50 Nn-Gift Prtin = $25 (cvers the cst f the fd & event) Chartfield Mem= yu may give Develpment further instructins r ntes in this field. Only use if the prduct is a gift r partial gift. Appeal Cde = may be btained frm Develpment s yu may track a specific event and hw much mney yu brught in fr that event vs. ther events yu may have. Shw In Stre = default is YES. Yu may set up prducts in advance withut them shwing in an active cart by setting this field t NO. Re-set the field t YES t activate the prduct n the stre frnt. Sub-Prduct Only = default is NO. Change t YES if yu want this prduct t be available ONLY in assciatin with anther prduct. Keep the setting t NO if yu want the prduct t be available as its wn prduct, r as its wn prduct AND a sub-prduct. Hide Quantity = default is NO. Change t YES if yu are gathering registrant specific infrmatin with extra fields Charge Shipping = default is NO. Change t YES if yu will be shipping this prduct. Tax Grup = default is NO TAX. This setting nly applies t merchandise. Please pre-determine if tax grups apply t yu merchandise by cntacting Tax Services. 9

11 If yu have created tax grups within the Shipping/Tax sectin, a drp dwn will appear s yu may select the tax grup that applies t this prduct. Results Srt Order = number prducts in the rder yu want them t appear. Yu may als srt them later frm the list f Active Prducts. Main Categries = check the bx(es) next t the categry(ies) the prduct relates t. Failure t select categries will keep the prduct frm appearing n yur stre frnt. Secndary Categries = check the bx(es) next t the secndary categry(ies) the prduct relates t. Prduct Optins = check the bx(es) next t the Optin Grup(s) that apply t this prduct. Out f Stck Message = this message will appear t the custmer ONLY if yu chse t have backrders. Backrders allw custmers t purchase the prduct even if yu are ut f stck r a class is full (i.e. a waiting list). Cntact Stu Schrager if yu want t allw backrders. Custmize the message yur custmers will see if the stck is at zer. Click n NEXT t mve t the next sectin. This will NOT save the prduct. Descriptins = use the WYSIWYG t describe the prduct Preview Descriptin = a shrt descriptin will give a small bit f infrmatin beynd the prduct name. Hwever, it is ptinal. Apprpriate infrmatin includes dates, times, places, and/r a shrt sentence. Full Descriptin= a larger amunt f infrmatin regarding the prduct. It will appear belw the prduct name and abve the additinal fields. Additinal Infrmatin = Appears at the bttm f the prduct page. Apprpriate use includes further infrmatin, instructins, disclaimers, etc. Additinal Search terms = allws custmers brwsing the web t find yur prduct. Efficiency f this functin has nt been tested. Click n NEXT t mve t the next tab. This will NOT save yur prduct. Phts =Insert an image specific t the prduct (ptinal). Or just click n SAVE IMAGE. Click n the blue arrw t brwse yur cmputer fr an image t uplad. Click n the n brwse, find yur image, and duble click n the image Click n Start Uplad Click n Save Prduct Click n the flder t chse an image yu have already upladed t the UMarket Pht database. Click n the image Click n Save Prduct Click n the red lined circle t delete an image. Click n Save Prduct Once yur Prduct is saved 3 mre tabs will appear: SKUs, Sub-Prducts, and Extra Fields SKUs = (stck keeping units) set the price(s) and quantity f a prduct. SKU Name is a unique id acrss the entire shpping cart. Acrnyms are mst used as number can be hard t keep track f frm prduct t prduct and sku t sku. On Web = default is YES. May be set t NO in the future if the pricing changes. Yu may nt delete a sku nce there are transactins, but yu may remve it frm site, by changing it t NO. Price=enter the amunt f the prduct. Decimal pints are nt needed fr even dllar amunts. Srt = number the rder if yu have multiple skus Weight= nly applies if yu ship a prduct based n its weight Ship Cst = nly applies if yu ship a prduct fr a flat fee. Stck= must have number f available items (r number f spaces in a class) in rder t appear n the stre frnt. 10

12 A Zer stck number will remve the prduct frm the stre frnt, unless yu have chsen t allw backrders (see back rders pg. 8) If yu d nt need t set a limited number f items, use as yur stck number. Yu are unlikely t run ut. SKU Optins = if the prduct has ptins, there must be a sku fr each ptin cmbinatin, even if the dllar amunt is the same. i.e. Prduct = T-Shirt Prduct Optins = Size (M, Lg, XLg) & Clr (black, red) SKUS = 1) Med, black - $15 2) Med, red - $15 3) Lg, black - $15 4) Lg, Red - $15 5) XLg, black = $20 6) XLg, red = $20 Sub-Prduct Tab = used t put related prducts n the same prduct page. Check the bxes next t the prducts yu wish t assciate with the new prduct. Click Add Selected Prducts Sub-Prduct Only prducts must be added in this manner. They will nt appear in a categry as an individual prduct. Extra Fields = used t cllect infrmatin regarding the custmer purchasing the prduct. Check the bxes next t the fields yu want t include n this prduct Custm Labels and help may be given. There are defaults listed. Re-number the rder f the fields t appear fr this prduct. It may be different than the riginal srt # yu gave it when setting up the Extra Fields. That desn t matter, they will appear accrding t the rder yu specify in the prduct. Require the custmer t answer the field. The custmer will nt be able t mve n, unless the field is answered. An asterisk (*) will appear next t required fields and will be explained n the page. The custmer will als see a message t cmplete a required field if they try t mve n withut supplying an answer. Delete Selected Fields at any time Save changes Create a Hidden Prduct Yu may want t create a prduct that yu prvide t specific individuals if they are getting a discunted price r they need t pay an invice that n ne else shuld see. Yu can create this hidden prduct and then send the URL t that prduct t the individuals wh need it. The key is t remve the ability f the users t lk at ALL PRODUCTS. Create a unique SECONDARY CATEGORY that nly this prduct will be linked t. Create a prduct, fllwing the instructins abve. Chse yur unique secndary categry ONLY. D nt link it t a main categry. Immediately cmplete the next steps, as this prduct will be live fr a very shrt time. It is necessary t have the prduct published in rder t get the URL t the secret prduct. View Site, and click n All Prducts in red, n the left t find yur prduct. Click n the prduct s yu see the prduct page yu want t send, and cpy the URL in the brwser bx and save smewhere yu can access it easily, r save it t yur favrites. Quickly, g back t the admin mdule. G t Stre Settings>Custm Labels. 11

13 Delete the label All Prducts and save. Yu can check t be sure the prduct is nt visible t the user by viewing the stre, and clicking n categries r secndary categries. Yu shuld nt see yur hidden prduct in yur stre. Send the URL t yur hidden prduct, that yu saved, in an t yur special custmers. Manage Orders Click n ORDERS n the left side menu OR n the hme page click n View all Order Histry. A list f rders will appear. Click n the View Pencil t see the rder infrmatin. Order Status will be pending, r paid in full. Pending will appear as the rder status fr 1 f 3 reasns: Yu allw check payments, and the custmer chse the Pay with Check ptin. When yu receive the check, change the status t Paid in Full fr tracking purpses. The custmer will als receive an autmated that their payment has been received. Declined credit card transactins MAY appear as a pending status. T be sure, check the Payment Details tab fr payment methd and status and transactin Data. If the status says, review, cntact the custmer fr anther frm f payment. Pending may als appear if there was a lss f cmmunicatin befre the payment was recrded in UMarket. Check the WFG Credit Card Detail in CIS t see if the card was charged. If yes, then yu can change the Pending status t Paid in Full. Once yu change the status and save it, a Payment Cnfirmatin will be autmatically sent t the custmer. Paid in Full shuld appear fr all credit card transactins that were apprved. See the previus bullet pint unfrtunately, nt all apprved transactins get recrded t UMarket and can appear as pending. Change the status t Shipped if yu are shipping the rder. This is fr tracking purpses, but changing the status will autmatically send an t the custmer that their rder has been shipped. If an rder has been cancelled r a refund has been issued, yu may change the status f the rder fr tracking purpses nly. Changing the status t cancelled r returned des NOT initiate a refund. See Refunds Order Details will shw yu what prducts(s) was purchased, the amunt paid, and the answers t the extra fields. Payment Details shes the date/time, the amunt paid, the payment methd, and the transactin ID. It als shws Transactin Data such as the billing and shipping address. Scrll thrugh the transactin t see the fllwing: ccauthreply_cvcde= respnse t verificatin f the 3 digit security cde n the back f the card. See Appendix A ccauthreply_avscde= respnse n the billing address matching what the card issuer has n file. Reasn Cde = Accepted reasn cdes r Declined reasn cdes. See Appendix A Chartfield and Gift Details = see the chartfield(s) the rder will be depsited t. 12

14 Custmers = lk fr rders by Custmer Name Enter the name in the search field at the tp f the page OR Click n a clumn header t srt the names in alphabetical rder Click n the View Pencil r the custmer name t see details. Custmer Inf = shws Cntact Details, Billing Infrmatin and Shipping infrmatin Purchase Histry= shws ne transactin. Multiple transactins by a single custmer will shw as single line items/transactins. Exprt t Excel Click n Orders in the left menu r View All Order Histry frm the Admin Hme page Click n Exprt t Excel belw the list f rders. (yu must have mre than ne rder fr the buttn t appear) Click n Save r Open If yu receive the fllwing warning, click YES Save As an Excel Wrkbk (*.xlsx) Srt the spreadsheet as needed All Extra Fields, Cntact infrmatin, billing & shipping addresses will be n the spreadsheet Uplad Images Yu may uplad images t use n yur hme page. Please fllw the steps belw: Add a new prduct called IMAGES r PHOTOS. D nt select any categries r prducts. Click Next. Click next, withut entering any prduct descriptins. Click n the blue arrw t brwse yur cmputer fr the image Click n Start Uplad. Save prduct. G back t the Phts Tab and RIGHT CLICK n the View Images links t the left f the image. Internet Explrer: Cpy shrtcut Mzilla Firefx: Cpy link lcatin Chrme: Cpy image address Paste the URL where yu can easily retrieve it again, like a Wrd Dcument r Ntepad. T use the image in yur hmepage use the WYSIWYG and paste the link int the image URL. Activate the Shpping Cart The shpping cart is live when yu receive yur UMarket accunt # (aka. App_Type) D a test transactin 13

15 If yur prducts are available as pay by check nly, r a $0 amunt, yu can run as many transactins as yu like. Delete the test transactins when yu are finished. If yu wuld like a live credit card transactin, please cntact Kim Stringham t cmplete it fr yu. She will send yu a screen sht f the cnfirmatin page, and the applicable rder and payment ntificatins. Yu shuld als receive the administrative ntificatin. Request a refund the fllwing day fr the test transactin. Cntact Kim Stringham if yu have any questins. Cntact yur department webmaster t put the shpping cart URL n yur website, OR Yu may send the URL t yur custmers via r mailers. Remember: The shpping cart is live, but nt available until yu put it ut there! Refunds Refunds fr UMarket transactins must be refunded thrugh Incme Accunting and Student Lan Services Cmplete the E-Cmmerce Refund Request frm Include the REQ ID # - which is NOT fund in the UMarket rder. Lg int CIS Find the Financial & Business Services panel (has a life preserver with FBS in the middle) The secnd header dwn is Transactin Detail Search Click n WFG Credit Card Detail A new windw will pp up with yur App_Type(s) in the drp dwn and a date range Select the App_Type and enter the date f the transactin t be refunded The REQ ID will be listed alng with ther transactin data the cmpleted frm t lmacgregr@incme.utah.edu Refunds are prcessed within 1-2 business days. Yu will nt receive a cnfirmatin that the refund has been prcessed. Please check the WFG Credit Card Detail t cnfirm the refund within 1-2 business days. Refunds take 3-5 business days t pst t a cardhlder s accunt. Sme banks take a bit lnger. The custmer may need t call the bank t cnfirm the refund if they d nt see it nline after 5 business days. Verify when the refund was issued by lking n the WFG Credit Card Detail. The transactin will say ics_credit t the left f the amunt. Check payments must be refunded by check. Yu may put in a check request thrugh Accunts Payable. REMINDER: if a UMarket custmer asks fr a refund n a different card than was used in the riginal transactin, please explain that we can nly refund t the riginal card. It is a ppular fraud tactic t ask fr refunds n different cards. Yu may always cntact Kim Stringham r Lrrie MacGregr t discuss the situatin. Stu Schrager, , stuart.schrager@incme.utah.edu Lrrie MacGregr, , lmacgregr@incme.utah.edu 14

16 APPENDIX A This page describes the Address Verificatin (AVS) and Card Verificatin (CVN) cdes. AVS Cdes Cde Summary Descriptin A Partial match Street address matches, but 5-digit pstal cde and 9-digit pstal cde d nt match. B Partial match Street address matches, but pstal cde nt verified. Returned nly fr nn- U.S.-issued Visa cards. C N match Street address and pstal cde d nt match. Returned nly fr nn-u.s.- issued Visa cards. D & M Match Street address and pstal cde match. Returned nly fr nn-u.s.-issued Visa cards. E Invalid AVS data is invalid, r AVS is nt allwed fr this card type. F Partial match Card member s name des nt match, but billing pstal cde matches. Returned nly fr the American Express card type. G Nt supprted Nn-U.S. issuing bank des nt supprt AVS. H Partial match Card member s name des nt match, but street address and pstal cde match. Returned nly fr American Express cards. I N match Address nt verified. Returned nly fr nn-u.s.-issued Visa cards. J Match Card member s name, billing address, and pstal cde match. Shipping infrmatin verified and chargeback prtectin guaranteed by the Fraud Prtectin Prgram. Returned nly fr AAV+ with the American Express Phenix prcessr. K Partial match Card member s name matches, but billing address and billing pstal cde d nt match. Returned nly fr the fllwing prcessrs and card types: Enhanced AVS r AAV+ with the American Express Phenix prcessr Chase Paymentech fr American Express cards TSYS Acquiring Slutins fr American Express cards L Partial match Card member s name and billing pstal cde match, but billing address des nt match. Returned nly fr the fllwing prcessrs and card types: Enhanced AVS r AAV+ with the American Express Phenix prcessr 15

17 Chase Paymentech fr American Express cards TSYS Acquiring Slutins fr American Express cards M Match See the entry fr D & M. N N match Street address and pstal cde d nt match. r Card member s name, street address and pstal cde d nt match. Returned nly fr the American Express card. O Partial match Card member s name and billing address match, but billing pstal cde des nt match. Returned nly fr the fllwing prcessrs and card types: Enhanced AVS r AAV+ with the American Express Phenix prcessr Chase Paymentech fr American Express cards TSYS Acquiring Slutins fr American Express cards P Partial match Pstal cde matches, but street address nt verified. Returned nly fr nn- U.S.-issued Visa cards. Q Match Card member s name, billing address, and pstal cde match. Shipping infrmatin verified but chargeback prtectin nt guaranteed (Standard prgram). Returned nly fr AAV+ with the American Express Phenix prcessr. R System unavailable System unavailable. S Nt supprted U.S.-issuing bank des nt supprt AVS. T Partial match Card member s name des nt match, but street address matches. Returned nly fr American Express cards. U System unavailable Address infrmatin unavailable. Returned if nn-u.s. AVS is nt available r if the AVS in a U.S. bank is nt functining prperly. V Match Card member s name, billing address, and billing pstal cde match. Returned nly fr the fllwing prcessrs and card types: Enhanced AVS r AAV+ with the American Express Phenix prcessr Chase Paymentech fr American Express cards TSYS Acquiring Slutins fr American Express cards W Partial match Street address des nt match, but 9-digit pstal cde matches. 16

18 X Match Street address and 9-digit pstal cde match. Y Match Street address and 5-digit pstal cde match. Z Partial Match Street address des nt match, but 5-digit pstal cde matches. 1 Nt supprted CyberSurce AVS cde. AVS is nt supprted fr this prcessr r card type. 2 Invalid CyberSurce AVS cde. The prcessr returned an unrecgnized AVS respnse. 3 Cnfirmed CyberSurce AVS cde. The address is cnfirmed. Returned nly fr PayPal Express Checkut. 4 Nt cnfirmed CyberSurce AVS cde. The address is nt cnfirmed. Returned nly fr PayPal Express Checkut. CVN Cdes Cde Descriptin D Transactin deemed suspicius by issuing bank. I Card verificatin number failed prcessr's data validatin check. M Card verificatin number matched. N Card verificatin number nt matched. P Card verificatin number nt prcessed fr unspecified reasn. S Card verificatin number n the card but nt included in the request. U Card verificatin nt supprted by issuing bank. X Card verificatin nt supprted by card assciatin. 1 Card verificatin nt supprted by prcessr r card type. 2 Unrecgnized value returned by prcessr. 3 N result returned by prcessr. REASON CODE DESCRIPTION 100 Successful transactin 101 The request is missing ne r mre required fields. 102 One r mre fields in the request cntain invalid data. Pssible actin: See the reply fields invalidfield_0...n fr which fields are invalid. Resend the request with the crrect infrmatin. 17

19 104 The merchantreferencecde sent with this authrizatin request matches the merchantreferencecde f anther authrizatin request that yu sent in the last 15 minutes. Pssible actin: Resend the request with a unique merchantreferencecde value. 110 Only partial amunt was apprved Errr: General system failure. See the dcumentatin fr yur CyberSurce client (SDK) fr infrmatin abut hw t handle retries in the case f system errrs. Errr: The request was received but there was a server timeut. This errr des nt include timeuts between the client and the server. Pssible actin: T avid duplicating the transactin, d nt resend the request until yu have reviewed the transactin status in the Enterprise Business Center. See the dcumentatin fr yur CyberSurce client (SDK) fr infrmatin abut hw t handle retries in the case f system errrs. Errr: The request was received, but a service did nt finish running in time Pssible actin: T avid duplicating the transactin, d nt resend the request until yu have reviewed the transactin status in the Enterprise Business Center. See the dcumentatin fr yur CyberSurce client (SDK) fr infrmatin abut hw t handle retries in the case f system errrs. The authrizatin request was apprved by the issuing bank but declined by CyberSurce because it did nt pass the Address Verificatin Service (AVS) check. Pssible actin: Yu can capture the authrizatin, but cnsider reviewing the rder fr the pssibility f fraud. The issuing bank has questins abut the request. Yu d nt receive an authrizatin cde prgrammatically, but yu might receive ne verbally by calling the prcessr. Pssible actin: Call yur prcessr t pssibly receive a verbal authrizatin. Fr cntact phne numbers, refer t yur merchant bank infrmatin. Expired card. Yu might als receive this if the expiratin date yu prvided des nt match the date the issuing bank has n file Nte: The cccreditservice des nt check the expiratin date; instead, it passes the request t the payment prcessr. If the payment prcessr allws issuance f credits t expired cards, CyberSurce des nt limit this functinality. Pssible actin: Request a different card r ther frm f payment. General decline f the card. N ther infrmatin prvided by the issuing bank. Pssible actin: Request a different card r ther frm f payment. Insufficient funds in the accunt. Pssible actin: Request a different card r ther frm f payment. Stlen r lst card. Pssible actin: Refer the transactin t yur custmer supprt center fr manual review. Issuing bank unavailable. Pssible actin: Wait a few minutes and resend the request. Inactive card r card nt authrized fr card-nt-present transactins. Pssible actin: Request a different card r ther frm f payment. 18

20 American Express Card Identificatin Digits (CID) did nt match. Pssible actin: Request a different card r ther frm f payment. The card has reached the credit limit. Pssible actin: Request a different card r ther frm f payment. Invalid card verificatin number. Pssible actin: Request a different card r ther frm f payment. The custmer matched an entry n the prcessrs negative file. Pssible actin: Review the rder and cntact the payment prcessr. The authrizatin request was apprved by the issuing bank but declined by CyberSurce because it did nt pass the card verificatin (CV) check. Pssible actin: Yu can capture the authrizatin, but cnsider reviewing the rder fr the pssibility f fraud. Invalid accunt number. Pssible actin: Request a different card r ther frm f payment. The card type is nt accepted by the payment prcessr. Pssible actin: Cntact yur merchant bank t cnfirm that yur accunt is set up t receive the card in questin. General decline by the prcessr. Pssible actin: Request a different card r ther frm f payment. There is a prblem with yur CyberSurce merchant cnfiguratin. Pssible actin: D nt resend the request. Cntact Custmer Supprt t crrect the cnfiguratin prblem. The requested amunt exceeds the riginally authrized amunt. Occurs, fr example, if yu try t capture an amunt larger than the riginal authrizatin amunt. Pssible actin: Issue a new authrizatin and capture request fr the new amunt. Prcessr failure. Pssible actin: Wait a few minutes and resend the request. The authrizatin has already been reversed. Pssible actin: N actin required. The authrizatin has already been captured. Pssible actin: N actin required. The requested transactin amunt must match the previus transactin amunt. Pssible actin: Crrect the amunt and resend the request. The card type sent is invalid r des nt crrelate with the credit card number. Pssible actin: Cnfirm that the card type crrelates with the credit card number specified in the request, then resend the request. 19

21 241 The referenced request id is invalid fr all fllw-n transactins. Pssible actin: N actin required. The request ID is invalid Yu requested a capture, but there is n crrespnding, unused authrizatin recrd. Occurs if there was nt a previusly successful authrizatin request r if the previusly successful authrizatin has already been used by anther capture request. Pssible actin: Request a new authrizatin, and if successful, prceed with the capture. The transactin has already been settled r reversed The capture r credit is nt vidable because the capture r credit infrmatin has already been submitted t yur prcessr. Or, yu requested a vid fr a type f transactin that cannt be vided. Pssible actin: N actin required. Yu requested a credit fr a capture that was previusly vided. Pssible actin: N actin required. Errr: The request was received, but there was a timeut at the payment prcessr. Pssible actin: T avid duplicating the transactin, d nt resend the request until yu have reviewed the transactin status in the Enterprise Business Center. The authrizatin request was apprved by the issuing bank but declined by CyberSurce based n yur Smart Authrizatin settings. Pssible actin: D nt capture the authrizatin withut further review. Review the ccauthreply_avscde, ccauthreply_cvcde, and ccauthreply_authfactrcde fields t determine why CyberSurce rejected the request. 20

22 APPENDIX B: Kim Stringham Incme Accunting and Student Lan Services 201 S 1460 E, RM 175 Salt Lake City, UT P F kim.stringham@utah.edu UMarket Cntact Infrmatin Cntact Kim fr UMarket prblems, new accunts, chartfield changes/additins, and ther credit card prcessing needs. Lisa Zaelit Assciate Directr Incme Accunting and Student Lan Services 201 S 1460 E, RM 155 Salt Lake City, UT P F lisa.zaelit@admin.utah.edu Lrrie MacGregr (refund requests nly) Incme Accunting and Student Lan Services 201 S 1460 E, RM 175 Salt Lake City, UT P F lmacgregr@incme.utah.edu Tax Services 201 S Presidents Cir, RM 411 Salt Lake City, UT P F