Introduction to Clarity Connect s Standard E-Commerce/Store Manager Solution

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1 Introduction to Clarity Connect s Standard E-Commerce/Store Manager Solution This document contains a detailed description of the functionality provided in a standard e commerce implementation with Clarity Connect developed website(s) and Clarity Console tools. The e commerce system consists of three distinct systems that when used together provide our client with the ability to manage a product and SKU (Stock Keeping Unit) database, view and fulfill transactions via the Clarity Console, and allow our client s customers the ability to create a shopping cart and complete a transaction on the client s CCI developed website. These three systems are: 1. Clarity Console Product Database Manager (in your Clarity Console ) 2. Shopping Cart / Checkout System (a.k.a. Front End ) 3. Clarity Console Store Manager (in your Clarity Console) Since the Product Database Manager can be purchased independently, please refer to the sales materials for specifics on that product. This document will focus on the Front End components and the Clarity Console Store Manager. Terminology used in this document: Client: The company or individual that has contracted CCI to develop the e commerce website. End User/User: The individual using the CCI developed website to purchase the client s products or services. E commerce Worksheet: A simple worksheet that the client completes for CCI that specifies values and options for certain customizable parts of the system. Shopping Cart / Checkout The point of entry to the e commerce system for the end user is generally a welcome page with introductory text followed by some method of browsing the product catalog. The catalog is generated dynamically based on the information in the Product or Plant Clarity Connect E-commerce/Store Manager Overview Page 1 of 8

2 Database Manager tools. The requirements for this area vary greatly from client to client, depending on the size of the product offering and what types of products are offered. For example, a vendor that sells one widget only might have the details of that widget and a link to add to cart right on the welcome page. Whereas a client that sells toys might have an elaborate search mechanism for narrowing down the item list from 10,000 items in the database to 25 items (see the end user might be interested in. In any event, the general flow is: Introduction > Item List > Item Detail > Add to Cart Once a product is added to the user s cart, the user is taken to the View Cart display (figure 1), which allows the user to change quantity, remove a line item, continue shopping, calculate freight charges or proceed to the checkout. Once the user is satisfied with their shopping cart and clicks Secure Checkout, 1 they enter the checkout wizard, which is a four step process where they enter shipping and billing information (or retrieve that information from a saved account) and lastly review and confirm their purchase. This part of the system is standardized, and although changes to the process can be made per client requirements, these changes will be quoted as additional development work and are not included in the standard package. Checkout Step 1: Create Account or Sign In to Existing Account In this first step, the user is asked if they are a first time shopper or a returning customer (see fig. 2). Returning customers can log in using the address and password they provided when they first created their account. Standard functionality also includes a Forgot Password function that will send the password on file to the address provided. 1 Secure Checkout uses industry standard 128 bit SSL encryption, using a certificate provided by GeoTrust. Various options for this are available, with different setup and recurring charges. Contact your CCI sales rep for more information. Clarity Connect E-commerce/Store Manager Overview Page 2 of 8

3 Checkout Step 2: Shipping Information A form is presented for collecting shipping information from the user (see fig. 3). If the user is logged in to an existing account, the form is pre filled with the last used values. Checkout Step 3: Billing Information The user submits billing information for the transaction via this secure form(fig. 4). If a user is logged in, the form is populated with the previously used address information. If they chose to store their credit card on file, it will be automatically added to the form. For first time buyers, the address information is prefilled with the information provided in the previous step (shipping info). The user is also given the option to save the credit card info for future transactions. If they elect not to keep it on file, the credit card number and expiration are purged from the customer record as soon as the card is successfully charged. If you have implemented the ability to purchase on terms functionality, authorized customers will be able to check out by selecting a Purchase on Account option (Fig. 5). This function allows your customers to take advantage of all of the information found on the website and place orders Clarity Connect E-commerce/Store Manager Overview Page 3 of 8

4 24/7. Once the order has been placed online, you can process it in the same way you process faxed or phoned in orders, or we can integrate the online ordering system so new orders are formatted for import into an existing business system. Checkout: Confirm Order This display (fig. 6) gives the user one final chance to review the order before it is entered into the system. In addition to the subtotal, two additional charge adjustments are added: tax, if applicable, and the shipping and handling charge. There is also a control for changing the shipment method, if the client wishes to offer multiple options for shipping. Rules for tax calculation are completely customizable to the client s requirements and should be submitted to development via the e commerce client worksheet. Shipping options and rules for handling charges are also completely customizable. Our standard solution includes real time shipping calculations based on package weights from UPS for the following services: Ground, Three Day Select, Two Day Air, and One Day Air in the continental United States. For an extra charge, we can also implement solutions for FedEx, Airborne Express, USPS, or your custom shipping options/formulas. Lastly, the display provides a free text input for the customer s comments and/or instructions. Checkout Confirmation When the user clicks the Complete Transaction button we will store the credit card information in a secure database. At this point a receipt is displayed on screen. An e mail is also generated and sent to the end user with the details of the transaction and a link to the receipt. Finally, an e mail is sent to a predefined list of e mail addresses notifying the client that a new order has been received. This list of notification addresses should be provided to CCI in the e commerce client worksheet. Clarity Connect E-commerce/Store Manager Overview Page 4 of 8

5 Clarity Console Store Manager The Store Manager is a set of utilities that the client uses to review pending orders, print packing slips, mark orders as complete and view customer list. There are various other functions as well, all outlined below. Main Index & Order Lists The main index of the Store Manager has links for generating lists of orders. Incomplete Orders displays a list of all orders that have not been marked as complete, sorted by date (newest first). Completed Orders displays a list of all orders that have been marked as complete, sorted by date (newest first). Search Orders (fig. 7) presents the client with a search form for generating a customized list of orders based on the following search criteria: Order Number, Ship State, Ship Last Name, Order Date Range, Status (Incomplete/Complete). Order List The order list (fig. 8) shows the following columns: Order Number, Order Date, Ship Address, Ship Date, Payment Date, Subtotal, Shipping charge, Adjustment amount, tax and total. Clicking on the order number opens the order details. Clarity Connect E-commerce/Store Manager Overview Page 5 of 8

6 Order Detail The order detail (fig. 8) shows all information about the order and has the following navigation to access functions related to the order: Packing Slip Make Payment (charge credit card) Change Credit Card Mark as Shipped Edit Address Edit Order Cancel Order Edit Address Allows the client to modify the shipping address associated with an order. Edit Items This form allows the client to edit the line items on the order and change the shipment method. Line item quantities can be changed (setting to 0 effectively removes an item from the order), and new items can be added. Upon submission, the subtotal, tax, and shipping charges are updated accordingly. Note: This option is unavailable for orders where the funds have already been captured either at the time of transaction or manually using the console. Packing Slip Pops open a printable packing slip. The packing slip can be customized with client logos and/or client specific messages. Depending on the complexity of the customizations, additional development charges may apply. Mark as Shipped A form is presented (fig. 10) which allows the client to specify whether or not to e mail the end user a shipment notification e mail (by default this is yes), and allows the client to edit the e mail Clarity Connect E-commerce/Store Manager Overview Page 6 of 8

7 message (the default message can also be customized per client and should be provided in the e commerce client worksheet). Upon submitting the form, an e mail notification is sent to the user (if specified) and the order is marked as shipped. Cancel Order Prompts the user for confirmation and, if confirmed, completely removes the order from the system. This action cannot be undone. Make Payment If the payment was not captured at the time of the transaction, a Process Payment button links to a form for either viewing the credit card information to use for manually capturing the funds using the client s existing external systems, or for capturing funds automatically using the online payment processor. Guidelines for Establishing SSL & Payment Processing Software for Online Credit Card Transactions In order to process online orders (accept donations, etc.), you must have a merchant account, an SSL, and online payment processing software. If you are currently accepting credit cards, you have a merchant account in place. If you do not have a merchant account yet, please contact your preferred bank to set up the account. The fees associated with establishing these items are your responsibility. SSL (Secure Sockets Layer) This is an Internet security standard which allows companies to do business online with a secure connection the closed ʺlockʺ within a browser. For secure sites, the has an s at the end for secure SSL provides the necessary security through a data encryption program to ensure online visitors that their personal information, including credit card account numbers, is being transmitted securely between their browser and a web server. This means their data canʹt be viewed, intercepted, or altered. CCI offers two primary SSL options Quick SSL and QuickSSL Premium. The main difference between the two is the Premium version comes with an SSL seal to place on your site. If you want to provide your online visitors with more than an enabled ʺlock within their browser, a QuickSSL seal may increase the confidence level of buyers. However, CCI believes the Quick SSL version is sufficient. Clarity Connect E-commerce/Store Manager Overview Page 7 of 8

8 SSL Fees Term Quick SSL QuickSSL Premium 1 Year $119 $154 2 Year $184 (recommended) $229 3 Year $249 $304 Clarity Connect will set up your SSL certificate for you. All you need to do is tell your account manager if you want QuickSSL or QuickSSL Premium and which term you prefer. CCI will include this purchase in your next invoice. Payment Processing Software In order to process online purchases paid for with credit cards and bank cards, you must purchase the appropriate software to process the transactions. Our proposal is based on using LinkPoint from Cardservice International. They are a reliable and reasonably priced supplier. Applications for the LinkPoint service are usually processed in two working days but can take longer depending on the type of transactions being processed. We have implemented a number of different card processors, but if a different supplier is utilized, we reserve the right to adjust our proposal to account for any additional development time required to integrate with your chosen online credit card processing company. Payment Processing Fees (Client to purchase directly) As of March 2006, Cardservice International fees were as follows: The one time setup/activation fee is $ The recurring charges are approximately 2.39% of transaction value plus roughly 30 cents per transaction. Your transaction rate will be determined by an underwriter after reviewing the information about your business, estimated sales volume, average order size and types of products or services sold online. There is a $25.00 monthly minimum which will be charged even if there aren t any sales for the month. If you are currently processing credit card payments either in store or online, you may qualify for better rates. Additionally, there is a $10/month customer support fee and a $10/month secure payment gateway access fee. These expenses are not included in this proposal. It is the client s responsibility to purchase the service directly from Cardservice International. To accept credit cards payments on your site, contact Barry Bowman, bbowman@expandyourbusiness.com or (800) ext 28, at Cardservice International and let him know that Clarity Connect will be building an e commerce website for you. Clarity Connect E-commerce/Store Manager Overview Page 8 of 8