Express Store Premium WordPress Theme

Transcription

1 Express Store Premium WordPress Theme Design & Development By EnovaStudio + CMBS Introduction Thank you for purchasing our theme. If you have any questions that are beyond the scope of this help file, please feel free to us via our profile. Currently the best way to get support is by using the contact form at the bottom of our profile page. Soon we will build our own support forum for faster support. Please take the time to read through the instructions and take notice of the instructions listed here, as many support related questions can be answered simply by re-reading these instructions. We frequently update our themes for bug fix, add new features and more... please follow us on twitter to get notification or take a look at your WordPress Dashboard for update notice. If you still have a problems, please send a message to me via my profile page please include the questions/problems, your site url and theme name. Table of Content Theme Installation (Must Read) Known "issues" how to "fix" them Importing Dummy Data (option) Setting Up The Homepage Template Customization 3. Font customization Main Navigation configuration Homepage slider How to use nivo slider How to use BX slider Adding content to the homepage Setting up the blog 5. The E-Commerce System Shopping Cart

2 Main Settings Checkout Setup 3. Payments Settings Paypal Standard Paypal Express Google Checkout 2Checkout Authorize.net Offline Payment Method Setting Up SSL Support Shipping Management Taxes Configuration Storage Settings Products Management Managing Orders Managing Coupons How to Publish Your Store! Theme Files - More Informations And Credits Theme Installation Read these instructions carefully, because the installation of this theme is made in a way a little different than any other theme for wordpress First of all to install this theme you must have a working version of WordPress already installed. For information in regard to installing the WordPress platform, please see the WordPress Codex - When you are ready to install this theme, you must first upload the plugin and then activate the plugin itself. In the package you downloaded from themeforest there is a folder named express_store_installer, this is the plugin folder that you MUST upload before the theme activation. Upload the express_store_installer folder into the /wp-content/plugins/ folder on your server. Now login into your WordPress Dashboard and enable the Express Store Installer Plugin, this plugin will install required database tables and functions to run our theme. Once the plugin is activated you will see a message informing you that the installation was successful. NOW YOU MUST DISABLE THIS PLUGIN On some hosts you may see a message (with yellow background) that warns you of "headers errors" just ignore it, if your hosts meets requirements listed on Theme page on themeforest, you won't have problems. Now you can upload the theme and enable it. The theme files can be uploaded in two ways: (RACCOMANDED) FTP Upload: Using your FTP program, upload the non-zipped theme folder into the /wp-content/themes/ folder on your server WordPress Upload: Navigate to Appearance > Add New Themes > Upload. Go to browse, and select the zipped theme folder (you have to zip it if you want to use this way). Hit Install Now and the theme will be uploaded and installed. Once the theme is uploaded, you need to activate it. Go to Appearance > Themes and activate your chosen theme. For more informations you can take a look at the following video

3 1 Known Issues 1) My theme isn't working or looks unstyled : This is a common issue with people that are new to WordPress, read this page for more informations /support-buying/solving-broken-theme-issues/. REMEMBER: the theme path MUST BE wp-content/themes/express_store/ don't add the express_store folder to any subfolder. 2) Page not showing content : When creating pages you MUST select the sidebar position. 3) The excerpt box is hidden and i can't add a summary to my blog post : When creating a normal post click "screen options" on the upper right corner of your screen and enable excerpt. Importing Dummy Data (optional) This file will automatically setup your website like the live demo The zip file you downloaded contains an xml file that can be used to import dummy data to your wordpress installation. Some users prefer this approach as it gives them a good starting point and the ability to easily change the data to their needs without having to create all the pages by hand. NOTE: importing the dummy data in existing wordpress installations with some data already can cause problems so make sure you have a clean wordpress installation before doing this Importing the data is an easy process: Delete all the pages and posts as well as any categories other than the default Uncategorized category Go to Tools» Import and select the option Wordpress (at this point Wordpress might ask you to install the Import Plugin, confirm) 3. Click the button browse and select the file dummy_data.xml contained in the downloaded zip 4. Click the button Upload file and import 5. Check the option Download and import file attachments 6. Click the button Submit and all the dummy data should be imported

4 3. Setting Up The Home Page Please take the time to read through the instructions and take notice of the instructions listed here, as many support related questions can be answered simply by re-reading these instructions, here we are going to explain how to use, customize, and create with our template. First, you need to setup Wordpress as a CMS. To set up the homepage you must create a new page, you can do so by navigating to Pages > Add New. You can give this page a title yet you do not have to include any content (if you want you can do it). Select "Homepage" from the Page Attributes Template section and click Publish. Once you have created your new page which uses one the homepage page template, navigate to Settings > Reading and configure the Front Page Displays setting. Select the static page option and choose the page you just created as your front page. Your homepage is now created and can be viewed by visiting your root URL. You can configure the display of the homepage by visiting the theme options panel and by reading the next chapters. 4. Template Customization 4.1 Font Customization In this template we included a very interesting system for customizing the font. You can choose to enable or disable the Cufon Font Replacement System simply by changin settings inside the "Typography tab" in E-Panel If you want to use the cufon font replacement system instead of the google font api simply check the "Use Cufon Font Replacement" option, by default it's disabled and the theme uses google api fonts wich is recommende. How to use cufon : Once you enabled cufon you can use one of the cufon font already available within our theme If you want to upload your own custom cufon font you have to create one! It's really easy. Currently Cufon supports only TrueType (TTF), OpenType (OTF), Printer Font Binary (PFB) and PostScript fonts 3. First of all you need your font file, you can download free fonts at this site Now you have to generate your own cufon font file, you can generate one by using this page Once you have generated a.js cufon compatible file. Take this file and upload it into wp-content/themes/express_store /js/cufon/ The font will be automaticaly recognized and you'll be able to use it! Now you have to choose wich tag you want to replace with cufon. Basically you have to add the script that will tell cufon that he have to replace a tag with a font, for more instructions read the following page For example if you want to replace the h1 heading tag, you have to add the following code <script type="text/javascript"> Cufon.replace('h1'); // Works without a selector engine </script>

5 4.2 Setting Up The Main Navigation To simplify the creation of menus, once the theme is activated, it automatically creates the menus, but they are empty and must be filled. To setup your main navigation, navigate to Appearance > Menus. Use the already available menu "Main Navigation Menu" and build it up using the available widgets. You can add a variety of items including pages, categories, custom links. To extend the available widgets, click the screen options tab at the very top of the screen and configure your options. Once you have built and saved your menu, simply select the theme location using the widget on the left. Under EP Main Navigation, select your custom menu from the dropdown list to use it as the site s main navigation. For more informations about WordPress menus read this Add a Slider To The Homepage Now that the header is ready we can customize and add content to the home page. This chapter explains how to create and add slides to the homepage. To set up the homepage slider you choose wich slider you want to use, you can do so by navigating to E-Panel > Homepage Settings. And choose wich one you want to use. Using Nivo Slider First of all if you want to use nivo slider select it from our option panel. Now you can configure Nivo Slider using our option panel, you can choose the transition time, the effect, slices and much more. Once you have setupped the slider you have to add slides. Navigate to Home Slider > Add New Slide How to add a slide : 3. Navigate to Home Slider > Add New Slide Add a title to your slide Now set a featured image, the featured image will be the picture of this slide 4. If you want to add a caption to the slide simply use settings below the editor

6 Note: when you upload your slide picture remember to choose the full size into the upload window, the template will automatically resize it. Using The BX Slider First of all if you want to use bx slider select it from our option panel. Now you can configure BX Slider using our option panel, you can choose the transition time, the effect, and much more. Once you have setupped the slider you have to add slides. Navigate to Home Slider > Add New Slide BX slider supports both pictures and videos and since this is a more "advanced" slider please read carefully the instructions below. How to add slides to BX slider : 3. Navigate to Home Slider > Add New Slide Add a title to your slide Now take a look at the following settings : below the slide editor you'll see a section named "BX Slider Settings", here you have to choose wich content your slide will have 4.4 Adding content to the homepage The homepage is mainly buit by dynamic content and most settings for the home page can be found inside "E-Panel" in your dashboard. But you can also add static content. In order to do this open your homepage inside the wordpress dashbaord and add content using the page editor. You can also use shortocode to add everything you want. 4.5 Setting Up The Blog To set up the blog, you must create a new page, you can do so by navigating to Pages > Add New. You can give this page a title of blog and assign the blog page template from the page attribute settings yet you do not have to include any content. Click Publish Once you have created your new page, navigate to Posts > Add New and start publishing posts. Each post now will appear into the blog page. 5. The E-Commerce System Shopping Cart Express Store turns your default wordpress website into a plugin free fully functional online store. Whether you re a Wordpress Pro or just starting out anyone can use this theme and you don t have to touch a single line of code. Read carefully the following istructions Requirements : WordPress 3+ MySQL 5+ PHP 5.2/5.3+ PHP curl Library w/ssl support PHP GD 2 Library First of all, before we start with the shopping system configuration/setup we need to change a setting inside the WordPress Dashboard

7 Inside your wordpress dashboard click on the Setting tab and then click on "Permalinks" Use a custom permalinks structure or one from the list and save changes. 5.1 Main Settings First of all go on "Shopping Cart" and then click on "Main Settings" Now, fill in the desired informations such as address, etc... Shopping Cart Main Settings The merchant address is used to address any outgoing messages to customers and to receive order notifications and products warnings. Store Location This sets your primary business location which the shopping cart uses to setup a number of things. It sets the default country selected in the checkout form address menus. It is the basis for figuring out which regions are local regions for shipping purposes. It is responsible for determining which currency is used for your store, and how will format the currency. Setting the Store Location to a country that requires European Union Value Added Tax (VAT) will display tax included in the price of products displayed in the catalog, as well as allow you to enter prices in the Product Editor that include tax. Where do you sell products? This configures what countries will be available on the checkout form, and thereby helps restrict which addresses you will ship to. It also helps limit which countries you may need to setup tax rates for. 5.2 Checkout Setup Show Order Confirmation Page Typically, the checkout process starts at the shopping cart when a shopper clicks the "Proceed to Checkout" link. The shopper is then directed to the checkout page that includes a summary of their order, and the checkout form. You can set the order confirmation setting to only show for taxed orders, so that anytime an order has tax added because of the shopper's location, it will display an updated total price that includes the calculated tax. You can also set the order confirmation to show on every order. This adds an extra step to the checkout, but also gives the shopper security in knowing the absolute final amount of their order before being processed. Order Receipt confirmation This setting affects whether new order notifications are sent to the customer-only or to both the customer and the merchant. If set to send to the customer and merchant, the is sent to the address the customer provides in the checkout form and the address set in the General Settings Merchant setting. Store Customer Account System No Accounts: Customer records and orders are tracked, but no login to the store is created for your customer. Enable Account Logins integrated with WordPress Accounts: A WordPress account is created when the order is final, and it is associated with the customers purchases. Coupons Usage Limit The Coupon Limit is set up to give a max number of coupons that a customer can apply to their order. This specifically comes in handy if you are running a store with many coupons that give amounts off the order, and somehow a customer would have access to many of those promotions, then use them to significantly reduce or even negate their cost at the time of checkout. Digital products download limit For stores selling digital products, like e-books, music or software, this setting allows the merchant to limit how many times the purchaser can use the download link provided in the order receipt (show at the end of a successful transaction and in their order

8 notification receipt and customer account). 5.3 Payments Settings How To Add A payment Method First of all choose the payment gateway from the list and click the add button. Shopping Cart Test Mode Test Mode for local checkout, which allows you to fully test your ordering experience without worrying about any real transactions taking place. The Test Mode payment gateway does not send credit card information supplied in the checkout form to any payment processor. This is also useful for aiding you in styling the checkout and confirmation pages, errors, and receipts used during the transaction. So the the Test Mode gateway is ideal for seeing exactly how transactions will appear to your customers when you make the store live. Use the following credit card number to proceed the order checkout process : Shopping Cart Paypal website payments standard This theme includes support for PayPal Website Payments Standard. PayPal Website Payments Standard is a payment system provided by PayPal that allows your customers to use a PayPal account to make payments, as well as through other payment methods provided by PayPal. To start using PayPal Website Payments Standard: Setup a Verified PayPal Premier or Business Account. If you have an existing Personal account, you can upgrade your account to a Premier or Business account. Confirm your address, which verifies the address where PayPal sends payment receipts and account s. (You might have done this already if you upgraded your account.) Provide and confirm your bank account information, which allows you to easily withdraw funds. Add your Social Security number to remove the monthly withdrawal limit for transferring funds to your bank account. Setup the PayPal Standard gateway in your wordpress website Payment Data Transfer(PDT) : In order to prepare your website installation to received PDT information, you will want to enable it on your PayPal account, and your shopping cart Payments settings. Setup a Verified PayPal Premier or Business Account. If you have an existing Personal account, you can upgrade your account to a Premier or Business account. Confirm your address, which verifies the address where PayPal sends payment receipts and account s. (You might have done this already if you upgraded your account.) Provide and confirm your bank account information, which allows you to easily withdraw funds. Add your Social Security number to remove the monthly withdrawal limit for transferring funds to your bank account. Setup PayPal Standard settings Using test mode with PayPal payment system modules requires the use of PayPal's Sandbox system. The PayPal Sandbox is a test environment that acts just like the real environment, except that you must have: A developer account to access PayPal Sandbox tools Have buyer and seller test accounts in your developer account Be logged into the seller test account during test transactions Here is a step-by-step walkthrough of the hoops you'll have to jump through: Visit developer.paypal.com and click the Sign Up Now button to create a developer account to access the PayPal Sandbox tools. Once you have your developer account, login to the Sandbox system with that account When you first login, in the page body under the heading Test Accounts, select the Create a preconfigured buyer or seller account link. Alternatively you can reach the same screen clicking Test Accounts from the left navigation menu and clicking the Create Account: Preconfigured link. Run through this process twice and create both a buyer and a seller test account

9 For PayPal Standard: For PayPal Standard you're done, copy the address for the test Business account into your PayPal Standard settings and tick the Use the PayPal Sandbox setting For PayPal Express/PayPal Pro: Select the Business (seller) test account you created by clicking the radio button next to the Buisiness account Then click the Enter Sandbox Test Site button at the bottom of the Test Accounts page - a new window will appear that looks similar-ish to the regular PayPal landing/login page Login with your test Business account. Click the Merchant Services tab, click the Website Payments Pro link on the left, then in the "Getting Started" box on the right, you should find the link to accept the billing agreement. Back on the Sandbox window, select API Credentials from the left-hand navigation menu Copy the API Username, API Password and API Signature for your test Business account into your PayPal Express or PayPal Pro settings in your shopping cart payments settings, tick the PayPal Express/PayPal Pro Use the PayPal Sandbox setting on and hit Save Shop on your website, click the Pay with PayPal button in the cart and... wait for it! Shopping Cart Paypal Express PayPal Express is a payment system provided by PayPal that allows your customers to use a PayPal account to make payments. PayPal Express is an external checkout system, meaning that checkout processes are done on a PayPal page, not directly on your WordPress website. As an external payment system, it can be used in addition to a primary Payment Gateway or other external checkout systems such as Google Checkout. When a customer is ready to checkout with their PayPal account, they simply click the Checkout with PayPal button which will redirect them to a PayPal checkout page. All shipping, billing and customer details are completed on the PayPal Express checkout page before the customer is returned to your website. It should be noted that while payment by credit card without a PayPal account is supported, the payment process by credit card is also a signup form to create a PayPal account with the supplied card tied to the account. To start using PayPal Express, you'll need to setup a Verified PayPal Premier or Business Account. If you have an existing Personal, you can upgrade your account to a Premier or Business account. When you have your verified account, simply mark the 'Enable PayPal Express' checkbox in your shopping cart payment settings and enter your PayPal account API details. To get your API access information: Login to PayPal and click Profile under My Account Click API Access from the Profile menu Select Request API Credentials Mark the Request API signature option and click Agree and Submit To complete the process, click Done. You will be given API Signature credentials that you will need to copy into your PayPal Express settings. Copy the following details from PayPal to your PayPal Express settings and click Save Changes: API Username API Password API Signature Shopping Cart Google Checkout When a customer is ready to checkout, they simply click the Google Checkout button in the shopping cart, and it sends them to a Google Checkout page. All shipping, billing and customer details are completed by the customer on the Google Checkout page. The customer may optionally return to your website, but, unlike PayPal they are not forced back in order to complete the transaction. Orders are sent securely back on your website and updated in your order management list. A special transaction status is available on Google Checkout orders that will show you the financial status of the order. Depending on whether you use the auto-charge feature or not, as soon as the order reaches CHARGEABLE status, you can automatically charge for the full amount of the order. Otherwise, you will need to login to Google Checkout and use their order management system to charge the order. Also, keep in mind that GoogleCheckout requires that your site is SSL enabled and has a valid SSL certificate.

10 If you plan to do Google Sandbox testing on your site, you will need to create a Sandbox account by logging in with an existing Google account, or creating a new one at This is almost a mirror of Google's production environment, except that it doesn't require you to setup banking information, and transactions that are processed do not actually run. See Google Sandbox Credit Card Testing for testing credit card numbers. Proper integration settings will ensure that your website operate best with Google Checkout. To setup your Google Merchant account Integration settings, from your Google Account select Settings Integration Enable Shopping cart post security. Note, this will require that your site run with a valid SSL certificate. If your certificate has any problem, Google will refuse to communicate with your site. This setting is important to ensure that transactions processed by Google for your site haven't been tampered with by a third party. Enter the API callback URL. Don't worry if you don't have this URL right now. This URL will be generated when you save your Google Checkout settings in the express store Payments Settings screen. After you complete your Payments Settings setup in the payment settings admin on your website, and save your settings, this URL will be presented. Copy and paste it here. Select Notification as XML under Callback contents. Select Version 5 under API Version. Do not enable Notification Filtering. Save your settings Important: Also on this screen, you will need to take note of the following for your Shopping cart Payments Settings: Google merchant ID Google merchant key Google checkout tax setup : Google Checkout gives you a few options for handling taxes on your orders. If you want your website to handle the taxes of your orders, skip these settings. If you wish to use Google's tax settings, and not those in Express Store, start by setting up your Google tax settings in your Google Account under Settings Tax setup. Shipping Setup : Google Checkout give a few options for adding shipping rates to your orders. If you want your website to handle the shipping rates of your orders, skip these settings. If you wish to use Google's shipping settings, and not those in express store start by setting up your Google shipping settings in your Google Account under Settings Shipping setup. In your WordPress admin, located under Shopping cart Payments Settings, add Google Checkout as a payment option, and complete the following: Api Callback Url Copy your Google merchant ID and Google merchant key into the Google Checkout settings in your wordpress settings. You can

11 obtain this information by logging into your Google Checkout account and clicking Settings Integration. They will appear under Account information. If the Google merchant ID and Google merchant key are from the Google Checkout sandbox, also select Use the Google Checkout Sandbox. See Google Checkout Sandbox for more information. 3. Save your Payments Settings If you have the correct Google merchant ID and Google merchant key entered, Express store will display an API callback URL. Copy this URL to your Google Account by logging into your Google Checkout account and clicking Settings Integration. Select the size and style of button you would like displayed on your site including: Small (160x43) Medium (168x44) Large (180x46) White background Transparent background Select Automatically charge orders if you would like orders to be charged immediately upon receipt of new orders. This is useful particularly for shop's with all digital goods where product fulfillment is instant. For store that must ship products, payments should be charged manually from your Google account after the order has shipped. Note: Changing the transaction or order status in your wordpress admin order manager will not update the status at Google, or cause the transaction to be charged. You must do this from the Google Acccount. Select Use Google tax settings if you desire to setup the tax settings in your Google Account, and not use Express Store built-in tax behavior. You will not to setup taxes in your Google Account to use this option. See Tax Setup above for more information. Select Use Google shipping rate settings if you desire to setup shipping rates in your Google Account, and not calculate shipping rates using Express store built-in shipping rate calculators, or online shipping rate add-ons. See Shipping Setup abobe for more information. Important informations Shipping - Your shipping method calculations can be passed to Google Checkout to be selected on Google Checkout by your customer. Traditionally, your customer's would select their shipping method on the express store checkout page. Because there is no way to pass the customer selection from the checkout page in express store to Google Checkout, having shipping selections on the checkout page may result in the customer having to select shipping once on the checkout form, and then again when they proceed to Google Checkout. If Google Checkout is the only checkout method you support, we recommend that you remove the shipping method selections from your checkout template, and leave that for selection at Google Checkout. Taxes - Google Checkout can not take advantage of some tax calculation features (currently these features are hidden and not completely finished). Google Checkout support non-taxable items, if you have flagged a product or variation as non-taxable in the Product Editor. This section will hopefully help you to identify problems with your install. Many problems can be determined by checking the Google Integration Console. To view the Google Integration console, log into your Google Account and click Tools Integration Console. If Google is having a problem with your site, frequently errors will appear here Here are some common errors you may encounter when setting up Google Checkout for the first time on your site. Error This error usually mean either: You are trying to use your sandbox account on the production servers, or your product account on the sandbox. You are using incorrect credentials of some sort. Your production account is not yet ready to receive transactions. In your google account, is it asking for Bank account verification under Settings Integration? Error 401: See Custom-built shopping carts (API): HTTP 401 error When this error is returned, it generally means that Google was unable to contact your site. Do you have any sort of authentication setup on your site for testing or maintenance? It is common practice for sites in development to be only viewable by specific IP's or after basic HTTP authentication. If for testing purposes, try temporarily opening the site up to the public for your transaction testing.

12 HTTP 500 server error: See Custom-built shopping carts (API): HTTP 500 server error Google Checkout Sandbox Support The Google Checkout Sandbox is a test environment for running simulated transactions where no real money is traded. Using the sandbox environment requires using different API integration settings in your website Payment Settings. Instead of using your Google Checkout API integration credentials, you'll need to login to the Google Checkout Sandbox and use the integration credentials provided there. Once logged into the sandbox environment, use the same setup process to copy your API credentials from Google Checkout to the Express Store Payment Settings screen: Click the My Sales link at the top of the page Select the Settings tab Click Integration from the Profile menu on the left You will need to copy your Google merchant ID, the Google merchant key and your Google Checkout account password (the one you used when creating your account) to your Google Checkout settings in Express Store. Shopping Cart 2Checkout Payment Gateway 2Checkout.com is an external payment system provider. This means, not unlike Google and Paypal Standard, the customer is directed away from your site to finalize the payment and the order. Once the customer has filled in their information the 2Checkout site and finalized the order, 2Checkout contacts your site directly behind the scenes, and updates your order management list. Express Store Settings for 2Checkout Go to WP-ADMIN Shopping Cart Payment Settings Select the 2Checkout.com checkbox Enter your 2Checkout vendor account number. Save Changes 2Checkout Account Setup Go to 2Checkout.com Click Vendor Login at the top of the page Click the Account tab Click the Site Management tab Note: Set the return option to "Given links back to my website". Site Management Demo Setting On, Off, or Parameter Currency Select which type currency your website is running on Company Information Fill in your company information such as, Company Name, URL, Soft Descriptor, Site Title, Site Description, and Site Category. Direct Return Select whether the customer is given a link to return to your site, or immediately returned to your site. Secret Word Your secret word is used in the encryption of a parameter 2CO will send to upon completion of a sale, namely, the MD5 hash. URL's Set the Approved URL & Pending URL to Shopping Cart Authorize.net Payment Gateway The Authorize.net payment gateway is a payment processor provided by Authorize.net. It uses a local checkout process, meaning that the customer never leaves your website throughout the entire transaction. Authorize.net Account Setup :

13 You will need to establish a merchant account You will also need to setup an Authorize.net account to handle payment processing. Once your account is established, you might experience a delay between when your account is created and when your account is activated for handling transactions. In addition, it should be noted that Express Store makes use of version 3.1 of the AIM API from Authorize.net. By default, your account settings in Authorize.net uses version 3 and will need updated to 3. Since the Authorize.net payment gateway for Express Store uses a local checkout process, sensitive information (such as credit card numbers) may be entered on your website. In order to protect your customer's information your website's hosting service will need to be setup to support SSL When your Authorize.net account is successfully set up, you will receive a Login ID and a Password or Transaction Key. To setup Express Store to use Authorize.net, in your WordPress admin navigate to Shopping Cart Payments Settings. Payment Gateway Select Authorize.Net from the Payment Gateway menu. Login ID Enter your Authorize.Net Login ID provided by Authorize.Net when your account was setup. You can find your Login ID by logging into your Authorize.Net account, Under Account, Click on Settings. Under Security Settings, Click API Login ID and Transaction Key Password/Transaction Key Enter your Authorize.Net Password or Transaction Key also provided when your account was setup. If you regenerate your Transaction Key, you must update it in the Express store settings. Enable test mode By toggling on this setting, you will be able to run test transactions using Authorize.Net without any money changing hands or accounts being debited. This will allow you to test that your setup is working correctly before going live. Test transactions will appear in your express store order management screen as a regular order. You may simply disregard or delete any test orders you create. When in test mode, you can use these automatic approval credit card numbers to verify that checkout through Authorize.net is working on your site. These numbers will always return approved when in test mode, but will be declined when this gateway is in live mode. Any future date can be used for the expiration date and any 3 or 4 digit number can be used for the CVV code. Automatic Approval Numbers in Test Mode Visa: Mastercard: Discover: American Express: Automatic Decline Numbers in Test Mode Any Card Type: Shopping Cart Offline Payment Gateway The Offline Payment module provides a simple pass-through checkout process with instructions for customers to make payments offline. The offline payment module can be used multiple times for different offline payment methods. Select it from the payment drop-down click Add Payment gateway. Change the Option Name to a label appropriate to the offline payment such as Bank Transfer or Mailed Payment, for example. Enter the payment instructions to be shown to customers at the end of the checkout process and click the Save Changes. Orders created with the Offline Payment method will automatically be set to Pending. Upon receipt of the payment from the customer, the order transaction status should be updated to Charged. This is especially important for orders with digital downloads as none of the downloads will be available until the transaction status is updated to Charged.

14 Setting Up SSL For Your Website SSL (Secure Socket Layer) is a communication method that encrypts sensitive information to safeguard it as it travels through the Internet cloud. For e-commerce sites that deal with sensitive information such as credit card numbers or social security numbers, SSL is a must to protect your customers from identity theft, and one piece of the puzzle that helps protect you, the merchant, from liability. SSL certification not only provides comfort to you customers that they are dealing with you securely, but also the comfort that you are who you say you are. Express Store uses SSL for payment gateways that process transactions "locally". (Authorize.net) That means your site is responsible for taking the user's credit card information and sending it securely to the payment processor. Since your site is actually taking and handling the information with these payment gateways, you will need to make sure that SSL is setup and available on your web hosting server. Requirements: SSL service Unique IP address SSL Certificate First you'll need to make sure your web hosting provider supports SSL. Most do, but it's worth checking out before you get too far into things. You may need to contact your web hosting provider's technical support to find out. While you're at it, you might ask if they will setup the SSL service, the unique IP address and the SSL Certificate for you. If your host does support SSL, you may need to double-check that the hosting service you are subscribing to actually includes SSL service. If you do not have SSL service through your web hosting provider, you have 3 options: ask your hosting provider's technical support team to give you SSL support (it never hurts to ask), upgrade your hosting service to a package that includes SSL service, or go shopping for a new hosting provider that has SSL support included in their service offerings. If SSL support is offered and your hosting service includes SSL service, you can move on to the next steps: getting a unique IP address and a signed SSL certificate. Unique IP Address A unique IP address must be used for your SSL certificate. You'll need to get the unique IP address setup before you can get your SSL certificate. Since all information transmitted through SSL is encrypted (including request headers) the only way to find which certificate to authenticate with is matching the certificate to the IP address and port number the request is being made on. Most web hosting providers, including those that offer SSL service usually place websites on a single, shared IP address. This won't do for getting SSL up and running on your site. That means another call or to your hosting provider's technical support. Requesting a unique IP address for SSL means that you will most likely have extra charges added to your web hosting plan. The world is running out of IP addresses, so it's beginning to cost a premium to have a unique address for your website. Some hosts may already be at their limit of provisioned addresses. If that's the case, then you'll have to go shopping for a new provider with IP space for your e-commerce site. SSL Certificate : Once you've got SSL support enabled and a unique IP address setup for your site, you're ready to get an SSL Certificate. The SSL Certificate has a two-fold purpose. A certificate's primary role is that of acting as a key for cryptographically securing communications between your website and your customer's computer. It's second purpose is to verify the identity of the website owner (you or your business). Like a traveler's passport, an SSL Certificate is signed by a trusted third-party to authenticate its contents. In order to get a valid SSL Certificate for e-commerce transactions, you will need to "purchase" one from a known certificate authority. The term "purchase" is used here loosely because most certificates, similar to domain names, are actually leased for a limited period of time and must be renewed periodically for continued use. There are a number of certificate authorities to choose from and all offer essentially similar service. Here are few you might look into:

15 VeriSign Network Solutions Thawte GeoTrust StartSSL (Free Certs available) Proxy SSL service is incompatible with e-commerce Some hosting providers provide "Dedicated SSL Certificate" for your site, but not a dedicated Unique IP address. They generally do so by using a proxy SSL service. This has the two-fold problem of making your connection potentially insecure (depending on the hosting provider's implementation), and incompatible with most e-commerce software. This may be insecure because the last leg of the trip may be insecure (the trip from the proxy to your site). This is generally also incompatible with your e-commerce software, because steps have been taken by the programmers of most e-commerce software to check that the connection is secured end-to-end over an SSL connection. A proxy SSL connection generally makes this impossible, as from the perspective of your site's web-server, it is running insecurely. In many e-commerce packages, including express store, this will cause and infinite loop of attempts to make the site secure by asking your customer's browser to reload the secure site. Many hosting providers will ask their customers to rewrite part of their e-commerce software to work-around the normal means of detecting a secure connection. We will not do this, as we can not confirm how your hosting provider is implementing proxy SSL, and we will never help you to be insecure. For this reason, we can not recommend using a hosting service that employs proxy SSL, and we can not support it if you try. Shared SSL Service is incompatible with e-commerce Other hosting providers use what is called Shared SSL Service. This service uses your hosting provider's SSL Certificate for not only your site, but all of sites hosted by your provider. For e-commerce, this is bad for a number of reasons. First, because both your site and your fellow shared sites on the same service are both encrypting and decrypting information using the same certificate, traffic to and from your website will be indistinguishable from traffic from one of your peers on that service. This could potentially be a security risk for both you and your customers. Secondly, your customers are more likely to abandon shopping on your site, because they will only be able to see that they are talking securely to your hosting provider, and not to you. Lastly, some e-commerce software, such as express store, will not be able to deal with the discrepancy from your unsecured site to your secure site. For example, say your hosting company uses abc.com and you are seller.com. Normally, your unsecured site would be something like and your secure site would be (notice the s in https, which means secure.) With shared SSL hosting, you may indeed get a unsecured site that is but your secure site may be something more like This is a big problem when your e-commerce software is trying to post data to /checkout, and no such site exists. The Right Choice While it is true that getting a hosting solution that provides full private and dedicated SSL for you site will be more expensive than using proxy SSL or shared SSL, this is not the place for you to save money. Security and Trust are to extremely important elements that cut-down on cart abandonment at your e-commerce web-site. They protect you and they protect your customer, as well as strengthen your brand and company image. As an online merchant, do yourself a favor, and do it right. Shipping Management Enable Shipping? This setting enables or disables whether shipping costs are calculated. If your store only sells digital goods (e-books for example), you can disable this setting. Free Shipping Notice This is the text used to highlight no shipping costs in the shopping cart and on order receipts.

16 Out-of-stock Product Notice This is the text used to highlight products out of stock. Low Inventory Warning The Product Stock Limit that when reaced sends an to the merchant address. Shippind Methods And Rates Flat Rate on order is the simplest calculation method. Rates entered for this method are simply added to the shopping cart subtotal amount without regard for the quantity or weight of the items. This can be useful for shops that have known shipping costs and typically sell a single item or set of items per order. Flat Rate per item calculates the shipping rate by taking the rate provided multiplied by the number of items in the shopping cart. The total is then added to the shopping cart subtotal. This is a more complex approach than the previous method, but allows store owners to more accurately capture shipping costs. Taxes Configuration Calculate Taxes This setting enables or disables whether taxes are calculated. If your store only sells non-taxable items, you can disable all taxes by leaving this setting blank. Tax Shipping Enable this setting when you would like the tax total to include taxes on shipping and handling. When disabled, taxes will only be calculated on products in the order Taxes Configuration Setting up tax rates requires that you select your Store Location and the Target where you will be selling to. The list of available countries in the tax rate settings is based on the Target Markets selected in Main Settings. Use the Add a New Tax Rate button to add new tax rates for other regions. The general rule is that you must calculate taxes for any region where your operation has a physical presence. Be sure you know the tax rules required by the applicable government agencies. Moving your mouse over a tax rate entry will reveal a minus button (-) that you can use to delete that tax rate entry. Storage Settings Images and Product Storage With file system storage you can maintain all of your product images and/or product downloads on the file system in a directory any where on your web server. Using another upload method such as FTP allows you to use extremely large files (up to about 2 GB) as a product download file. Setting up File System Storage Setting up file system storage requires some amount of server administration skills. Be sure you understand overall file system concepts such as absolute paths versus relative paths and permission systems. The following instructions may be used for setting up file system storage for either product images or product download files. You will need to repeat the process for each if you want both product images and product downloads stored on the file system. For the purposes of these instructions, we will assume that you are using a Unix/Linux based web server

17 Start by creating a directory to act as a file storage directory, or repository, for all of your files and note the full path to the directory. Provide write permission for the web server on the directory you just created. This can be done using a command such as: chmod 777 /path/to/directory. If you are using an FTP client, you might want to read about Changing File Permissions on the WordPress Codex. Log in to your WordPress administration and navigate to the Shopping Cart Storage Settings. Provide the absolute full path to your file storage directory from the root of the server file system. This will likely look something like: /home/account/www/sitedomain.com/public_html... NOTE:you are able to specify a relative paths from the wp-content directory take a look at the video below for the easy way (relative paths from wp-content) in this video we are using a local host server so we are going to setup folder permission via command line. Product File Security You may want to check to see if the product files are accessible directly by going to the location in your web browser as well as the direct path to the file itself. You may need to use a.htaccess or equivalent means for your webserver to ensure the directory and files can not be accessed or downloaded directly. For security reasons, it may be helpful to instead place this outside your website document directory, which would make the files accessible by PHP, but not by the web server directly. You will still need to ensure that the directory has read and write permissions. as described above. Products & Categories Management Product Name The product name is used in many ways throughout the catalog: To identify the product Links to the product detail page Used in the page title for product detail pages Is searchable criteria for the store search engine

18 All of these uses make it very important to develop good product names. Depending on your product marketing strategy, you may wish to include the manufacturer in the name of the product, or maybe shorthand some of the highlighted features or specs of the product. If pretty permalinks are set in your WordPress Permalinks Settings, the product permalink is shown below the product name. By default, the permalink is generated from the product name and turned into a clean, URL-safe name. You can adjust the product's permalink "slug" to shorten it or make it more effective at including your marketing keywords. Categories Management Products are shown in the catalog in collected groups known as categories. They are the primary means of organizing your catalog. They have a hierarchical structure, meaning that a category can have sub-categories and/or be a sub-category of another category. Products can be assigned to multiple categories at the same time You can add categories that don't currently exist right from the product editor by clicking the Add New Category button: Enter the name for the new category Select a parent category (if needed) Click the Add New Category button again to add it The newly created category appears in the category menu to the right, and can be toggled on to assign the product to it Product Summary (excerpt) The summary is a brief 1-2 sentence description of the product. It can be used to grab customers attention in the list view of a category listing, or perhaps be used as the line item description in the shopping cart and on the order receipt. By default, the summary is only shown on the product page. Product Images : You can upload multiple images for a product. To add new images: Click the Add New Image button Select the image file from your computer Click the Select button to begin uploading When the image has finished uploading and processing, a thumbnail will appear. If your store settings are set to sort product images in a custom order, the first image (top-left) becomes the default image for the product. You can drag the images around to re-order them and set a new default image (when custom order is set for product image order). Product Customization Settings Featured Product Includes the product in the dynamic Featured Products category that is shown on your store's homepage scroller. Enable Product Features Enables product variation pricing allowing you to create many different variations for the product. Enabling product variations will disable (not delete) the default product's Price & Delivery price line. If you disable variations after having them enabled, you will need to change the product's Price & Delivery type back to what it was previously to re-enable the product. Products with the Price & Delivery line set to N/A (disabled) and no variations will not appear in the catalog, even if the Published setting is enabled. You can take a look at the following video for quick how to's product creation