Xerox econcierge Account Setup Guide

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1 Xerox econcierge Account Setup Guide

2 Xerox econcierge Account Setup Guide The free Xerox econcierge service provides the quickest, easiest way for your customers to order printer supplies for all their supported networked printers from you. Setting up your Xerox econcierge account requires 5 steps: Register for an econcierge 03 powered by Xerox account Apply for an ecommerce Merchant Account 06 and Authorize.net payment gateway Activate your Authorize.net Account 10 Set up your online store 29 Set up a Customer Account 47 for testing and validation

3 Step 1 Register for an econcierge powered by Xerox account Prep: You ll need your Distributor Account Numbers for Tech Data, SYNNEX, and/or Ingram Micro to complete this step. At least two distributors are required. Open your web browser and type in the following address: Note: You need to enter your Username and Password for the Xerox Reseller website in order to access the econcierge powered by Xerox webpage. If you haven t yet registered to become a Xerox Reseller, click the > enroll now link. On the econcierge powered by Xerox webpage, click on > Begin registration button. 03 Xerox econcierge Account Setup Guide

4 Step 1 Register for an econcierge powered by Xerox account On the econcierge powered by Xerox registration webpage, fill in all the required information. Click the continue button. 04 Xerox econcierge Account Setup Guide

5 Step 1 Register for an econcierge powered by Xerox account On the second econcierge powered by Xerox registration webpage, check the boxes to select at least two distributors and add your Distributor account numbers. Under Terms and Conditions heading, click the terms and conditions link to review them. Click both checkboxes to agree and accept the terms. Click the submit button. Congratulations, you ve completed Step 1. Within a few minutes you ll receive an from econcierge Support with a link to begin Step Xerox econcierge Account Setup Guide

6 Step 2 Apply for an ecommerce Merchant Account and Authorize.net payment gateway Tip: You ll need the following information to complete your application: Federal Tax I.D. and Social Security Number Annual credit card sales ($ estimate) Three times your annual printer hardware sales is a good estimate. Average $ per credit card sale ($1000 is typical.) Maximum $ per credit card sale ($5000 is typical.) Bank account number* ABA/Routing number* *For electronic fund transfers into your account. In the you received from econcierge Support, click on the link for e-onlinedata. On the Merchant Application webpage, fill in all the required information. Click the Submit button. 06 Xerox econcierge Account Setup Guide

7 Step 2 Apply for an ecommerce Merchant Account and Authorize.net payment gateway The second (and final) webpage of the Merchant Application is shown on the right and the follow page. Fill in all the required information, then click the Submit button at the bottom of the page. 07 Xerox econcierge Account Setup Guide

8 808 Xerox econcierge Account Setup Guide

9 Step 2 Apply for an ecommerce Merchant Account and Authorize.net payment gateway Congratulations, you ve completed Step 2. Within the next two to twenty-four hours you ll receive an from Authorize.net with a secure account activation link, which you ll need to begin Step Xerox econcierge Account Setup Guide

10 Step 3 Activate your Authorize.net Account In the you received from Authorize.net, click the secure activation link. On the Identity Verification webpage, fill in your Social Security Number or Tax ID number, then click the Continue button. 10 Xerox econcierge Account Setup Guide

11 Step 3 Activate your Authorize.net Account On the User Info webpage, fill in all of the required information, then click the Submit button. 11 Xerox econcierge Account Setup Guide

12 Step 3 Activate your Authorize.net Account On the Account Info webpage, fill in all of the required information, then click the Submit button. 12 Xerox econcierge Account Setup Guide

13 Step 3 Activate your Authorize.net Account Review the information on the Terms & Conditions webpage, fill in all of the required information and confirm your acceptance of your services preferences. Note: Under the Value-Adding Services section, only the Fraud Detection Suite Service currently integrates with the Xerox econcierge service. When you ve completed the page, click the I Agree button at the bottom of the page. 13 Xerox econcierge Account Setup Guide

14 Step 3 Activate your Authorize.net Account On the Billing Info webpage, fill in all of the required information, then click the Submit button at the bottom of the page. 14 Xerox econcierge Account Setup Guide

15 Step 3 Activate your Authorize.net Account On the Account Activation Successful webpage, click on the Test Mode link. 15 Xerox econcierge Account Setup Guide

16 Step 3 Activate your Authorize.net Account On the Test Mode webpage, click the Turn Test OFF button. 16 Xerox econcierge Account Setup Guide

17 Step 3 Activate your Authorize.net Account The Test Mode webpage will display a message confirming the change. Click the Account tab. 17 Xerox econcierge Account Setup Guide

18 Step 3 Activate your Authorize.net Account On the Account > Settings webpage, click the Transaction Details API link. 18 Xerox econcierge Account Setup Guide

19 Step 3 Activate your Authorize.net Account On the Transaction Details API webpage, enter the answer to your Secret Question. Click the Enable Transaction Details API button. 19 Xerox econcierge Account Setup Guide

20 Step 3 Activate your Authorize.net Account On the Account > Settings webpage, click the API Login ID and Transaction Key link. 20 Xerox econcierge Account Setup Guide

21 Step 3 Activate your Authorize.net Account On the API Login ID and Transaction Key webpage, enter the answer to your Secret Question. Click the Submit button. 21 Xerox econcierge Account Setup Guide

22 Step 3 Activate your Authorize.net Account Note the Current API Login ID and Current Transaction Key displayed, you ll need them for Step 4. Click the Continue button. 22 Xerox econcierge Account Setup Guide

23 Step 3 Activate your Authorize.net Account On the Account > Settings webpage, click the Payment Form link. 23 Xerox econcierge Account Setup Guide

24 Step 3 Activate your Authorize.net Account On the Payment Form webpage, click the Form Fields link. 24 Xerox econcierge Account Setup Guide

25 Step 3 Activate your Authorize.net Account On the Payment Form - Fields webpage, you ll need to make a few changes to the default settings. Check or uncheck the boxes highlighted until your selections match the ones shown at the right. Click the Submit button. 25 Xerox econcierge Account Setup Guide

26 Step 3 Activate your Authorize.net Account The Payment Form - Fields webpage will display a message confirming the change. Click the Home tab. 26 Xerox econcierge Account Setup Guide

27 Step 3 Activate your Authorize.net Account On the Home webpage, click the Fraud Detection Suite link. 27 Xerox econcierge Account Setup Guide

28 Step 3 Activate your Authorize.net Account On the Fraud Detection Suite webpage, review each of the Transaction Filters listed. You can enable or disable the filters, and set upper and lower limits as needed. Click the Setup Wizard link. It will take you through over a dozen different filter settings with instructions to help you make your selections. When you reach the Fraud Notification webpage, enter the address you want to be notified whenever a transaction falls outside the filter parameters you ve set. You can add more than one if preferred. Note: If you need help with any of the Transaction Filter settings Xerox North American Resellers may contact: e-onelinedata Support: 24 / 7 / Technical Services Opt. 4 When your Transaction Filters settings are complete, click the Log Out link. Step 3 is now complete. 28 Xerox econcierge Account Setup Guide

29 Step 4 Set up your online store When you registered to become an econcierge powered by Xerox provider in Step 1, Xerox immediately began working with the Distributors you selected to set up your econcierge powered by Xerox accounts. Twenty-four to 48 hours after you completed your registration, you will receive two s from econcierge Support. The first contains your User ID. The second contains your temporary Password. When both s have arrived, click the link in either to begin Step 4. On the Login webpage, enter the User ID and temporary Password from the two s you received from econciege Support. Click the Login button. 29 Xerox econcierge Account Setup Guide

30 Step 4 Set up your online store On the next webpage, fill in the information required to change your temporary Password and set up your account security question. Click the Continue button. 30 Xerox econcierge Account Setup Guide

31 Step 4 Set up your online store The Welcome webpage lists key steps the set up wizard will guide you through to create your account. Tip: It s easy to make changes to your store after it s set up, so don t be concerned that everything has to be perfect. Click the Begin Set Up button. 31 Xerox econcierge Account Setup Guide

32 Step 4 Set up your online store Setting up your online store is an eight-step process. You can track your progress at the top of each webpage. On the Account webpage fill in the required information. Note: If you don t have a Support Website, enter the URL of your company website. Click the Save & Continue button. 32 Xerox econcierge Account Setup Guide

33 Step 4 Set up your online store On the Design webpage, click the Upload button to browse your computer to locate, select and upload your company logo file Type your Company Display Name exactly the way you d like to see it on your store Select your Store Theme Color. Click the Save & Continue button. 33 Xerox econcierge Account Setup Guide

34 Step 4 Set up your online store On the Set Up Supplies Pricing webpage, select your supplies pricing preference. List Price (MSRP/ESP) is the standard, default selection. List Price (MSRP/ESP) +/-% allows you to vary list price by a standard percentage across all supplies. Note: If you require any custom pricing, you can upload a spreadsheet from your Xerox econcierge Partner Portal, after your initial online store setup is complete. Click the Save & Continue button. 34 Xerox econcierge Account Setup Guide

35 Step 4 Set up your online store To confirm your pricing selection, click the Continue button. 35 Xerox econcierge Account Setup Guide

36 Step 4 Set up your online store On the Distributors webpage, set up the priority order of your distributors. Note: Your first priority Distributor choice is effective for a full year and cannot be changed, so choose carefully. Click the Save & Continue button. 36 Xerox econcierge Account Setup Guide

37 Step 4 Set up your online store On the Shipping webpage, set up your shipping options and charges. Click the Save & Continue button at the bottom of the page. 37 Xerox econcierge Account Setup Guide

38 Step 4 Set up your online store On the Payment webpage, select your Payment Gateway (Authorize.net) and fill in the API Login ID and Transaction Key you made note of when you set up your payment gateway account (see page 22). Click the Save & Continue button. 38 Xerox econcierge Account Setup Guide

39 Step 4 Set up your online store The Publish webpage displays a summary of selections and previews of your customers user interface. Click the Publish button to create your online store. 39 Xerox econcierge Account Setup Guide

40 Step 4 Set up your online store Congratulations, your Xerox-hosted supplies store is now complete! Click on the Go to the Xerox econcierge Partner Portal button. 40 Xerox econcierge Account Setup Guide

41 Step 4 Set up your online store You can manage, monitor and make updates to your online supplies store from your Xerox econcierge Partner Portal. Click the Dashboard tab for a store overview, charts and graphs, and links to update resources. 41 Xerox econcierge Account Setup Guide

42 Step 4 Set up your online store Click the Pricing tab to manage your price lists and shipping rates. You can download updates to the Standard price list (with ERP) provided by Xerox, anytime prices change. 42 Xerox econcierge Account Setup Guide

43 Step 4 Set up your online store Click the Customers tab to review revenue and manage or add customers. To add a new customer, click on the Add Customer button and follow the onscreen instructions. Your new customer will automatically receive an with a link to download the Supplies Assistant and a temporary password. 43 Xerox econcierge Account Setup Guide

44 Step 4 Set up your online store Click the Reports tab to view or download a variety of system reports in PDF or CSV file formats. 44 Xerox econcierge Account Setup Guide

45 Step 4 Set up your online store Click the Preferences tab to review or edit selections you made earlier using the Set Up Wizard. Click on the Users link in the left column to set up user accounts and set permissions for other people in your company to access and manage your Partner Portal. Click on the Branding link in the left column. 45 Xerox econcierge Account Setup Guide

46 Step 4 Set up your online store On the Branding webpage, you ll find a link to download your customized Supplies Assistant desktop application. If necessary, scroll down the webpage to access the link. You ll need it for Step Xerox econcierge Account Setup Guide

47 Step 5 Set up a Customer Account for testing and validation Prep: If your internet connection requires a proxy, you ll need the proxy server s name and port number. You ll also need a valid credit card to place an order. Minimum computer specifications: Microsoft Windows XP (Home or Professional), Vista, Windows 7, Mac OS 10.5 or greater. Network Transmission Control Protocol (TCP/IP) active. User Datagram Protocol (UDP) active. Browser: Internet Explorer 7 or Firefox 3.6 on XP or Vista; Internet Explorer 8 or Firefox 3.6 on Windows 7; Safari on Mac OS 10.5 or greater. 120MB RAM (70MB application, 50MB for monitoring service) Use the URL from your Partner Portal (highlighted on the previous page) to navigate to your company s branded customer Account Registration webpage. Use this step to test and validate a real transaction plus it s a great way to experience the service from a customer s perspective. On the Account Registration webpage, fill in all the required information. Click the Next button. 47 Xerox econcierge Account Setup Guide

48 Step 5 Set up a Customer Account for testing and validation On the second Account Registration webpage, fill in all the required information. Click the Next button. 48 Xerox econcierge Account Setup Guide

49 Step 5 Set up a Customer Account for testing and validation When a customer reaches the final Account Registration webpage, two s are generated from econcierge Support. One goes to you, notifying you that you have a new Xerox econcierge customer. One goes to the customer, welcoming them to your supplies monitoring service. 49 Xerox econcierge Account Setup Guide

50 Step 5 Set up a Customer Account for testing and validation On the final Account Registration webpage, select the appropriate operating system of your computer from the drop down menu. Click the Download button to begin installation of the Supplies Assistant desktop application. An Install window will open with a progress bar. 50 Xerox econcierge Account Setup Guide

51 Step 5 Set up a Customer Account for testing and validation When the download is complete, the Setup Wizard will begin. Click the Next > button. 51 Xerox econcierge Account Setup Guide

52 Step 5 Set up a Customer Account for testing and validation On the Select Destination Directory window, use the default location displayed or navigate to the location you d prefer using the Browse button. Click the Next > button. 52 Xerox econcierge Account Setup Guide

53 Step 5 Set up a Customer Account for testing and validation On the Select Start Menu Folder window, edit the program s shortcuts options or use the default settings. Click the Next > button. 53 Xerox econcierge Account Setup Guide

54 Step 5 Set up a Customer Account for testing and validation If your internet connection requires a proxy, enter that information in the Proxy configuration window. Click the Next > button. 54 Xerox econcierge Account Setup Guide

55 Step 5 Set up a Customer Account for testing and validation On the User Credentials window, enter the User ID and Password you created when you began your customer Account Registration. Click the Next > button. 55 Xerox econcierge Account Setup Guide

56 Step 5 Set up a Customer Account for testing and validation The Installing window displays an installation progress bar. Wait until the installation is complete. 56 Xerox econcierge Account Setup Guide

57 Step 5 Set up a Customer Account for testing and validation When installation is complete the window shown at the right will be displayed. Click the Finish button. 57 Xerox econcierge Account Setup Guide

58 Step 5 Set up a Customer Account for testing and validation The Welcome to Supplies Assistant window will open. Click the Next button. 58 Xerox econcierge Account Setup Guide

59 Step 5 Set up a Customer Account for testing and validation On the Contact Information window add or edit the customer information as required. Click the Next button. 59 Xerox econcierge Account Setup Guide

60 Step 5 Set up a Customer Account for testing and validation On the Shipping Information window, add or edit the information as required. Note: If the shipping information is the same as the contact information, check the box to use the previous data. Click the Next button. 60 Xerox econcierge Account Setup Guide

61 Step 5 Set up a Customer Account for testing and validation On the Notifications window, select the events and notification method(s) you prefer. Click the Next button. 61 Xerox econcierge Account Setup Guide

62 Step 5 Set up a Customer Account for testing and validation The Supplies Assistant application will automatically detect the supported printers on your network. You can also add the IP Address of a printer manually. Type it in the box provided. Click the Next button. 62 Xerox econcierge Account Setup Guide

63 Step 5 Set up a Customer Account for testing and validation This concludes the setup process. The final task is to place an order through the service to test and validate everything works as expected. Click the Done button. 63 Xerox econcierge Account Setup Guide

64 Step 5 Set up a Customer Account for testing and validation On the Supplies Assistant homepage, double-click on the printer you d like to order a supply for. 64 Xerox econcierge Account Setup Guide

65 Step 5 Set up a Customer Account for testing and validation On the Device Details page, click on the Buy Supplies Online button. 65 Xerox econcierge Account Setup Guide

66 Step 5 Set up a Customer Account for testing and validation Your web browser will open a new page on your supplies store, hosted by Xerox. If there is not already a supply in your shopping cart, click the Hide OK Supplies button. Select the supply you d like to order, enter 1 in the Quantity box and click the Secure Checkout button. 66 Xerox econcierge Account Setup Guide

67 Step 5 Set up a Customer Account for testing and validation On the secure Checkout webpage, review your order information and make any edits required. Click the Continue button. 67 Xerox econcierge Account Setup Guide

68 Step 5 Set up a Customer Account for testing and validation Enter your customer User ID and Password. Click the Login button. Enter your credit card information on the secure webpage (not shown) and continue. Note: Your credit card information is not kept on file for future orders. 68 Xerox econcierge Account Setup Guide

69 Step 5 Set up a Customer Account for testing and validation Print a copy of the Order Submitted webpage as necessary. Your order has been successfully placed. Close the web browser window. 69 Xerox econcierge Account Setup Guide

70 Step 5 Set up a Customer Account for testing and validation When an order is placed two order confirmation s are generated from econcierge Support: one to you and one to the customer. The customer will receive an additional with a tracking number, when their order ships. You can check the order status of a customer s order anytime through your Partner Portal. To complete the validation process, allow 24 to 48 hours after your order ships to verify the purchase has been correctly credited to your bank account. When you receive your order, Step 5 is complete. Congratulations, you re ready to begin adding customers and building your recurring revenue stream. If you encounter any problems during the Account Setup process econcierge Support is available to help at Xerox Corporation. All rights reserved. Xerox, Xerox and Design, Xerox econcierge and econcierge powered by Xerox are trademarks of Xerox Corporation in the U.S. and/or other countries. Xerox Canada Ltd. Is a licensee of all Xerox trademarks. ECOSG-01UC 70 Xerox econcierge Account Setup Guide

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