Stone Edge Integration Guide

Transcription

1 Stone Edge Integration Guide Revised May 25, 2007

2 Modular Merchant: Terms of Service Modular Merchant Developed by Stepping Stone Media, LLC 30 East Broadway STE 210 Eugene, OR This document and the software described by this document are copyright by Stepping Stone Media, LLC. All rights reserved. Use of the software described herein may only be done in accordance with the License Agreement provided with the software. This document may not be reproduced in full or partial form except for the purpose of using the software described herein in accordance with the License Agreement provided with the software. Information in this document is subject to change without notice. Companies, names and data used in the examples herein are fictitious unless otherwise noted. Modular Merchant is a trademark of Stepping Stone Media, LLC. All other trademarks are the property of their respective owners. This document was developed and produced in Eugene, Oregon, USA. STEPPING STONE MEDIA, A LIMITED LIABILITY COMPANY, WILL NOT BE LIABLE FOR (A) ANY BUG, ERROR, OMISSION, DEFECT, DEFICIENCY, OR NONCONFORMITY IN SOFTWARE OR THIS DOCUMENTATION; (B) IMPLIED MERCHANTIBILITY OF FITNESS FOR A PARTICULAR PUPOSE; (C) IMPLIED WARRANTY RELATING TO COURSE OF DEALING, OR USAGE OF TRADE OR ANY OTHER IMPLIED WARRANTY WHATSOEVER; (D) CLAIM OF INFRINGEMENT; (E) CLAIM IN TORT, WHTHER OR NOT ARISING IN WHOLE OR PART FROM STEPPING STONE MEDIA, LLC S FAULT, NEGLIGENCE, STRICT LIABILITY, OR PRODUCT LIABILITY, OR (F) CLAIM FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, OR CONSEQUENTIAL DAMAGES, OR LOSS OF DATA, REVENUE, LICENSEES GOODWILL, OR USE. IN NO CASE SHALL STEPPING STONE MEDIA LLC S LIABILITY EXCEED THE PRICE THAT LICENSEE PAID FOR MODULAR MERCHANT SOFTWARE LICENSE. Use of this documentation and software implies acknowledgement and acceptance of the Modular Merchant Terms of Service agreement. This Terms of Service agreement is available online at: Stone Edge Integration Guide Page 1

3 Introduction The integration of Modular Merchant with the Stone Edge Order Manager provides advanced order and inventory management functionality for your Modular Merchant shopping cart. The Stone Edge Order Manager streamlines the process of managing orders, customers, inventory, shipping, drop-shipping, credit card processing and other tasks involved in running a retail business. This User s Guide describes the integration points, the steps you can take to get started and where to get support and find more information. Overview What Modular Merchant Provides When your customers place an order in your Modular Merchant shopping cart, the order details are stored in the modular Merchant Administration area. One or more orders can be retrieved and printed for your records along with a customer invoice or packing slip. What Stone Edge Provides Stone Edge Order Manager allows you to automate and streamline the daily tasks of processing and fulfilling orders, tracking inventory and managing your customer information. Integration Benefits The integration provides you with these primary benefits: Order Management Orders placed in your store can be exported securely from your Modular Merchant shopping cart and delivered to the Stone Edge Order Manager when you are ready to import these orders for processing. Inventory Management As products are purchased in your Modular Merchant shopping cart, an inventory check can be performed; the quantity on hand of your inventory can be updated in real-time directly from the Order Manager. Product Information Product data can be imported from your Modular Merchant shopping cart into the Stone Edge Order Manager. Stone Edge Integration Guide Page 2

4 Using the Stone Edge Order Manager with Modular Merchant The following sections describe how to configure and use the integration points between Modular Merchant and the Stone Edge Order Manager. Import Orders via the Internet Modular Merchant Settings In order to communicate with Stone Edge, there is no additional setup needed within your Modular Merchant account area. Your Modular Merchant account is already configured with the option to communicate with Stone Edge. Order Manager Settings To configure the Stone Edge Order Manager to import from Modular Merchant, you will need to provide the Order Manager with settings related to your store. 1. From the main menu click Setup Wizard Stone Edge Integration Guide Page 3

5 2. On the Store Setup screen, select the Shopping Carts tab. Click the Add Cart button and supply the store information: Store Name: Any descriptive name for your Modular Merchant store. Cart ID/User Name: The login of your Modular Merchant Super Admin account. Cart Password: The password of your Modular Merchant Super Admin account. Script URL: The web address of your Modular Merchant account s Stone Edge Integration script. This will be your storefront URL plus mod_stoneedge.php. For example: If your Modular Merchant storefront is: then your Script URL would be: Click the Save and Exit button. Enabling Internet Data Transfer Enable Internet transfer of shopping cart information as follows: From the main menu click on Maintenance Menu and choose Set System Paramters. In the Parameter Group window at the upper left select the option Generic Carts. In the window below that select and set the following system parameters: o GenericImportMethod XML o GenericMaxOrderDownload 150 o GenericOrderNumberType Numeric o GenericScriptVersionNumber 1.0 (May change as MM updates the script version) o GenericUseAdvancedFunction True Stone Edge Integration Guide Page 4

6 Importing Orders To import new orders from the Stone Edge Order Manager: 1. Click Import Orders at the Order Manager Main Menu and the Import Orders form will appear. 2. Select the appropriate shopping cart. 3. Click Import via Internet. 4. If everything is set up properly, your orders will be downloaded and imported. 5. To open the View & Approve Orders form, automatically filtered to include only your new orders, click the View Orders from Last Import button. Importing Product Data from Modular Merchant Some merchants add product data directly in their store and later import this product data into the Stone Edge Order Manager. The easiest way to accomplish this is to import this product data directly via the Internet. To import product data from Modular Merchant: 1. In the Order Manager, open the Shopping Cart Functions by clicking the Maintenance Menu, then Cart Functions, then Shopping Cart Functions. 2. Select your shopping cat and click Import Inventory. 3. Select the appropriate options to tell the Order Manager how to handle new and existing data. 4. Click Ok. Stone Edge Integration Guide Page 5

7 Technical Support The following Support from Modular Merchant Modular Merchant will handle customer service issues regarding setup of Modular Merchant: Support: Phone Support: Support from Stone Edge Technologies Questions regarding sales and support of the Stone Edge Order Manager are handled by Stone Edge: Stone Edge Technical Support: Online Support: Stone Edge Technical Support Request Form: Stone Edge User Forum: About Stone Edge Technologies Stone Edge Technologies, Inc. creates and distributes software for small-to-medium Web merchants. The Stone Edge Order Manager is the leading back-end system for managing sales, customers, inventory, and all of the daily tasks involved in running an Internet retail business. The Order Manager was introduced in early 2000 and is used by hundreds of merchants, most of which ship between 10 and 2,000 orders per day. Stone Edge Integration Guide Page 6