E-Commerce User Manual

Table of Contents Welcome!...13 How to Find Topics in This Manual...13 Getting Started: Where Should I Begin?...13 What's New?...13 Store Setup Checklist...14 Using the Store Setup Checklist...14 The E-Commerce Control Panel...16 Control Panel Overview...16 The Navigation Tabs:...16 The Shortcut Bar:...17 Quick Search...17 My Bookmarks...17 Utilities...17 Store Setup Checklist...18 Storefront Overview:...18 Store Status...18 Need Help on this page?...19 View Storefront...19 News & Updates...19 Storefront Overview...20 All Orders...20 Shopping Carts...20 Sales Information...20 Pro E-Commerce Storefront...21 Sales Overview...22 Shopping Carts...23 Manage Orders...24 Creating, Cloning, or Editing Orders...25 To Create a new order:...25 To Edit an existing order:...25 To Clone an existing order:...25 Archiving Orders...26 To Archive an order...26 Order Detail...27 Back end Order Entry and Editing...28 To Create a New Order:...28 Changing a Status...31 Customer Manager...32 What is a customer?...32 Managing your Customers...32 **Note for Pro version...32 iii

Editing Customer information...33 Mailing Lists (Pro Only)...34 Order Status...35 What are Order Statuses?...35 What options are available with the order statuses?...35 Can I create my own Order Statuses?...36 Can I delete an Order Status?...36 The Order Flow...37 Directional flow for Custom Statuses...37 The Default Statuses...38 1. Order Received...38 2. Payment Received...38 3. Partial Shipment...38 4. Shipped...39 5. Cancel...39 6. Archived...39 7. Declined...40 Customer Groups (Pro Only)...41 Managing Customer Groups...41 Assign Customers to a Group...41 Export a Customer Group...42 Export Subscription Email List...42 Creating the Export...43 Upload Compatibility Tips...44 Popular Newsletter Software Labels:...44 Reports...45 Income Report...46 Tax Report...47 Search Query Report...48 To run the Search Query report:...48 Product Sales Report...49 404 - Page Not Found Report...50 Shopping Lists (Pro Only)...51 Enabling the Shopping List feature:...51 Inventory Overview...53 Pro-Only Inventory...53 Categories...54 Category Details Page...55 To Create a new Category:...56 Category Images...56 To Assign a Category Image:...57 Field Level Detail...58 Manufacturers...60 iv

Using the Manufacturer Manager...60 Manufacturer...61 Manufacturer Logo...61 Alternate Text...61 Full Description...61 Products...62 How to Add a Product...62 Basic Product Information...65 Weight...66 Pricing...66 Product Placement & Display...67 Free Shipping...68 Product Tabs...69 Pro-Ecommerce Tabs...69 Products - Variations...70 Creating Variations...70 To Create a Variation Group:...70 Managing your Variation Inventory...71 Edit Variation...71 Warehouses...72 Using the Warehouse Manager...72 Personalization Templates (Pro Only)...75 Create a Personalization Template...75 Product Reviews (Pro Only)...77 Enable Product Review...77 Related Products...79 To add a Product to the Related Products list:...79 To remove a Product from the Related Products list:...79 Products - SEO info...80 What is SEO?...80 Gift Certificates (Pro Only)...81 Recharge a Gift Certificate...82 eproducts (Pro Only)...83 Setting up your eproduct...83 Accessing your eproducts...84 Variation Templates...85 Create a Variation Template...85 Managing your Variation Templates...86 Bulk Price Adjustments (Pro Only)...87 Operations...89 Pro-Only Operations...89 Product Feeds...90 Creating a Product Feed...90 v

To Create a Product Feed:...90 Generating up your Product Feed...91 Googlebase Product Feed...93 Shopzilla Product Feeds...94 Shopping.com Product Feeds...95 Discounts...96 Create a New Discount...96 Amount off Product Price Discount...98 Amount Off Order Discount...101 Quantity Discount...102 Customer Group Discount...104 Free Shipping Discount...105 Shipping...106 Standard E-Commerce Shipping...106 Free Shipping...107 Pro E-Commerce Shipping...108 Custom Shipping...108 Custom Shipping...109 Custom Shipping Name...109 Creating a Custom Shipping Method...110 Custom Shipping By Weight...110 Custom Shipping By Price...111 Free Shipping...112 For Example:...112 Regions...115 To set up your own region:...115 Users...116 Deleting Permissions/Users...118 MonsterMarketPlace (MMP)...119 'What is the Monster Market Place?...119 How do I sign up for the MonsterMarketplace?...119 How do I manage my listings?...119 Checkout Question...120 Payment Manager...121 Credit Card Payments...121 Setting up your payment gateway...122 Alternative Payments...124 Setting up an Alternative Payment Method...124 Required Fields for Payment Gateways...126 Network Solutions Merchant Account...126 Setting up a Network Solutions Merchant Account...126 Authorize.net Payment Gateway...126 Setting up an Authorize.net Merchant Account...126 vi

Chase Paymentech Payment Gateway...127 Setting up a Chase Paymentech Merchant Account...127 Cybersource Payment Gateway...128 Setting up a Cybersource Merchant Account...128 Linkpoint API Payment Gateway...128 Setting up a Linkpoint API Merchant Account...128 Payflow Pro Payment Gateway...129 Setting up a Payflow Payment Gateway...129 Paypal Website Payments Pro Payment Gateway...130 Setting up a Payment Pro Payment Gateway...130 Plug'n Pay Payment Gateway...131 Setting up an Plug'n Pay Payment Gateway...131 USA epay Payment Gateway...132 Setting up the USA epay Payment Gateway...132 Alternative Payment Methods...133 Paypal Express...133 To setup PayPal Express...133 Google Checkout...133 How To Set Up Google Checkout...133 Check...134 Money Order...134 Customer Account...134 Cash On Delivery (COD)...134 In Store...135 Settings...136 General...136 Products...138 Orders...140 Checkout...140 User Registration and Membership...141 Shopping...142 SEO...143 Security...144 Google Analytics...145 Retrieving your Google Analytics Tracking Code...145 To Retrieve your Google Analytics Code...145 Tax Manager...147 Shipping & Handling Combined...147 Selecting your Tax collection areas...147 To Select a State, County or City:...147 Displaying Tax information...148 Overriding the default Tax Rate...149 To Override Taxes...149 vii

Search Options...151 Related Search Terms...151 Import/Export Related Search Terms (Pro Only)...151 Import / Export (Pro Only)...152 Import...153 Using the Import Function...153 Products...153 Export a blank CSV file for Products:...154 Updating current product data...154 Add Data To Your Spreadsheet...154 Error Messages...155 Orders...156 Customers...156 Export...156 Exporting a Product List...156 Export an Order List (Including UPS Worldship and Endicia)...157 Exporting Orders to UPS Worldship & Endicia...158 UPS Worldship...158 Endicia...158 Exporting a Customer List...158 Export a Related Search Term List...158 Page Redirects...160 To create a new Page Redirect:...160 QuickBooks Integration-Overview...161 What is the QuickBooks Integration?...161 How much will the QuickBooks Integration cost me?...161 What if I need help?...161 QuickBooks Account Settings...162 What settings can I control from my store?...162 Account Settings - Income...162 Account Settings - COGS...162 Account Settings - Inventory Assets...162 Account Settings - Other settings...163 QuickBooks Integration: Additional Information...164 What fields will carry over when I upload products from QuickBooks?...164 What fields will carry over when I download customers into QuickBooks?...165 What fields will carry over when I download Orders into QuickBooks?...166 E-Commerce QuickBooks Integration Setup...169 Design Overview...173 Product Layout Design...173 Pro Only Product Layout Design...173 Site Design...174 Pro-Only Site Design...175 viii

Pro Only Design Options...175 Email Design...175 Form Design...175 Invoice Layout Design...175 Templates...176 Setting Up Columns...177 Using Modules in Column Layout...177 Saving a Module...177 Modules...178 What is a Module?...178 Editing a Module...178 Browse by Category...178 Browse by Price...178 Browse Manufacturers...179 Custom HTML...179 Links...179 Login...180 Search...180 Shopping Cart...180 Pro-E-Commerce Modules...181 Featured Products...181 Search Shopping Lists...181 Design Featured Products Display (Standard and Pro)...182 Featured Products module...182 To Add the Featured Products module:...182 To Edit the Featured Products module:...183 Product Layout...184 Pre-defined Product Layouts...184 Pro Only Advanced Product Layout...184 Advanced Product Layout (Pro Only)...185 Create a Product Layout Design...185 Edit Product Layout...186 Colors, Fonts, and General Style Settings...187 Colors...187 Fonts...188 General...188 What is the Logo Manager?...189 How do I use the Logo Manager?...189 Generate a Logo...190 Invoice Layout Design (Pro Only)...191 Customize Your Invoice...191 To customize the invoice:...191 Create a custom invoice layout...192 ix

To create a new invoice layout design from scratch:...192 To start with a preexisting invoice layout:...193 Email Design (Pro Only)...195 Order Confirmation Email...195 Create a new Order Confirmation email design...195 Edit Email Design...195 Status Change Email...197 Create a new Status Change email design...197 Edit Status Change Design...197 Warehouse Email...198 Create a new Warehouse email design...198 Edit Warehouse Email Design...198 Theme Images...199 What is a Theme?...199 Custom Forms Design (Pro Only)...200 Create a new Custom Form...200 Editing your Custom Form...201 To Add a New Form Question:...201 Header & Footer...202 SSL Certificate...203 Standard E-Commerce Users...203 To insert your SSL Certificate into your site:...203 Pro E-Commerce Users...204 To Insert your SSL Certificate into your site:...204 Pre-defined and Custom Pages...205 How do I edit content on my site?...205 Editing Content...205 How can I create a custom page?...206 Advanced Topics: nsscript Introduction...208 Operators...208 Arithmetic Operators...208 Assignment Operators...208 Conditionals...208 Using JavaScript...209 Basic Functions...210 Values:...210 Available Values:...210 Conditionals (Predefined):...210 Available Predefined Conditional:...210 Content Area Functions...211 Quick Order...211 Syntax:...211 Parameters:...211 x

Invoice Functions...212 Values:...212 Order Values...212 Billing Values...212 Shipping Values...213 Payment Values...213 Conditionals (Predefined):...213 Available Predefined Conditional:...213 Sections:...213 Available Sections:...213 Module Functions...214 Login Module...214 Syntax:...214 Parameters:...214 Search Modules...214 Syntax:...214 Parameters:...214 Shopping Cart Module...214 Syntax:...214 Parameters:...214 Categories Module...215 Syntax:...215 Parameters:...215 Order Functions...216 Values:...216 Available Values:...216 Product Design Functions...217 Values:...217 Available Values:...217 Conditionals (Predefined):...218 Available Predefined Conditionals:...218 Sections:...219 Available Functions:...219 Email Design Functions...220 Values:...220 Order Values...220 Billing Values...220 Shipping Values...221 Payment Values...221 Conditionals (Predefined):...221 Available Predefined Conditional:...221 Sections:...221 Available Sections:...221 xi

Videos and Utilities...223 File Manager...223 Using the File Manager...223 Uploading your product images...225 To upload your product images...225 xii

Welcome! E-Commerce User Manual Congratulations on choosing Network Solutions for your e-commerce web site! And thank you for checking out the new E-commerce User Manual. This online guide walks you through your new e-commerce Control Panel. You will learn how to setup all aspects of your store from the overall look and feel, to adding your products, and taking payments from your customers. How to Find Topics in This Manual All topics available in this guide are accessible from the Table of Contents in the left pane of this window. High level topics are set up with a book" icon. When you double-click on the "book" (or click once on the '+' sign next to the book) the table will expand to show all the "pages" in that book. Each page is a topic of discussion and you need only double-click on the "page" to display that topic in the larger, right pane of the window. There is also a Search function in this manual. Enter a word or phrase in the Search field and click Go. Then double-click to choose your topic from the resulting list. Getting Started: Where Should I Begin? The software includes a Site Setup Checklist, which will help you through the basic setup of your site. If you are not sure where to get started, click on the Site Setup Checklist button at the top of your Control Panel. Another great place to start is with your Site Design. Knowing what your site will look like is a great start to your store. The first step in your design is to select one of our professionally designed Storefront Templates. Once you have your template selected you have the option to customize it with your own Colors & Fonts as well as a Logo. For an In-depth, step-by-step look at setting up your first store, the E-Commerce Setup Guide is an excellent resource. You will also find a glossary of information linked to different terms throughout your Control Panel. You will see these terms underlined and a question mark icon when your mouse scrolls over them. Left click on these terms to bring up a new window and definitions for these terms. Remember, if you have any questions about the software that this guide does not answer, our Technical Support Representatives are available to help you 24 hours a day, 7 days a week at (888) 252-ECOM. What's New? Looking for info on the latest updates, newest features, and important improvement? Check out the Release Info page of the manual. There you will find a quick overview of the latest release with links to the relevant enhancements. 13

Store Setup Checklist E-Commerce User Manual You can use the Store Setup Checklist to help you complete the setup of your E-Commerce store. The Checklist appears at the top of the Store Overview page and displays the current you need to complete. From the Storefront Overview, you have the option of opening the full checklist or hiding the checklist completely (you can always un-hide the checklist by clicking on the Store Setup Checklist link under the Utilities menu.) Each step shown in the Store Setup Checklist contains both the relevant information for that step and a link that will take you directly to the section of the Control Panel. Each section of the checklist is also automatically update with your site settings so that you can see, at a glance, what you have selected for each of the checklist steps. Click on the "Go to Step One - Manage Site Design" link to begin using the Store Setup Checklist directly on the MCP. Using the Store Setup Checklist The Store Setup Checklist appears at the top of the storefront overview when the client first enters the Control Panel. Selecting the View Full Checklist option will open the checklist in a separate window. 14

Each section of the Store Setup Checklist contains a number of steps that you can complete in any order. As you finish each step, mark the step as complete (either on the Storefront Overview or the actual full checklist). The checklist will automatically show how much of the checklist you have left to complete. Once you've completed a step, the Checklist automatically lists what options you've selected for each step. At the top of the checklist, you can either print the checklist out or click the Hide on Homepage button to hide the checklist. After you have completed all of the steps, the setup checklist is complete. 15

The E-Commerce Control Panel Control Panel Overview The E-Commerce Control Panel contains several sections that allow easy navigation around your E-commerce site. The Control Panel is broken up into several sections. These sections include: The Navigation Tabs: These are the tabs at the top of the Control Panel and allow you quick and easy access to any section of the Control Panel. 16

The Shortcut Bar: On the left side of the control panel, you will find the Shortcut Bar which contains the Quick Search functions, My Bookmarks, and the Utilities. These Control Panel functions are detailed below. Quick Search The Quick Search allows you to easily find Orders, Products, or Customers by entering the desired information in the correct fields. My Bookmarks The Bookmark function works just like a bookmark on a web browser; If you are at a page in the Control Panel you wish to bookmark, simply click on the Bookmark this page link, give the bookmark a name, and click Add. When you first login to your Control Panel, there are default bookmarks already setup to help you easily navigate to the most popular areas of the Control Panel. Utilities The Utilities bar includes links to help places that exist outside the Control Panel. These include: E-Commerce Forum: This link takes you to the Network Solutions Forum. Store Setup Checklist: This link takes you to the Store Setup Checklist. My Account Manager: This link takes you to the Account Manager. Feedback: This form takes you to the Feedback Form where you may make suggestions or comments on how we might improve the E-Commerce Package, the Control Panel, or any other Network Solutions Products. Note: The Pro version contains an additional link to the File Manager. 17

Store Setup Checklist The Store Setup Checklist is a great way to get started building your E-Commerce store. You can follow along with the Store Setup Checklist by clicking on each task link that appears on your storefront (Or you can open the full Store Setup Checklist in it's own window so that you can skip to the tasks you wish to tackle first.) You can hide the checklist at any time by clicking the Hide this Checklist Link. Storefront Overview: This is the main informational pane for the Control Panel, giving you the most important store operation summaries at a glance. The Storefront Overview is discussed in depth here. Store Status You can quickly open or close your store to your customers from the Control Panel by selecting the Open or Close options 18

Need Help on this page? If you have any questions about a function in the Control Panel, the E-Commerce Help Manual is a click away. Simply click on the Need help on this page button to be taken to the specific section of the Help Manual that deals with the section of the Control Panel you are currently working on. View Storefront If you'd like to take a look at what your store looks like with your current settings, you can always click the View Storefront button. This storefront view will preview your store if your store is closed as well. News & Updates Any new information dealing with Network Solutions or our partners will be displayed here, with links to the relevant topics. Check here often for new improvement announcements and other E-Commerce goings-on. 19

Storefront Overview E-Commerce User Manual The Storefront Overview is the home page and it is the first page you see when you sign in to the Control Panel, or MCP. It gives a brief overview of recent activity on the site. From here, the total number of Orders Received, Payment Received, and Declined orders can be displayed. The home page displays the current day's activity; for more comprehensive information, select a different range from the Timeframe drop-down menu. All Orders You see quickly see the orders in your store that are in the Order Received, Payment Received, or Declined status or you an click on the Manage Orders link to be taken directly to the Order Manager. Shopping Carts The Storefront Overview displays how many shopping carts currently exist in your store but you can also click the Manage Shopping Carts link to go directly to the Shopping Cart Manager. Sales Information Important Sales information for your store is prominently displayed for your convenience. Activity from Today - You can see the total amount of products sold through the store for the day and the total dollar amount. Top 5 Selling Products from Today - You can see the most popular products sold in your store or click the View All Reports link to go directly to the Reports Manager. Top 5 Searches from Today - You can view the most popular searches your customers have initiated or you can click the View All Searches link to go directly to the Reports Manager. Product Feeds - You can see which feeds you have generated and the status of those feeds or you can click the View All Feeds link to be taken to the Product Feed Manager. 20

Pro E-Commerce Storefront The Pro E-Commerce Storefront overview also includes Mailing List Subscriber information. For more information about the Control Panel, please visit the Control Panel Overview page. 21

Sales Overview E-Commerce User Manual Options available under the Sales tab allow you to manage orders, track customer behavior, edit customer information and generate reports. Click on the link to go to that specific option. The Pro E-commerce package has additional features for Order Statuses and Customer Groups. 22

Shopping Carts When customers add items to a cart, but do not check out, this creates an abandoned shopping cart. You may keep track of shoppers' behavior by viewing Shopping Carts. Clicking View takes you to the detail of that abandoned cart. The status tells you the step of checkout at which the cart was abandoned, or displays "Shopping Cart" if the customer did not attempt checkout. If the cart was left by a registered user, the user's personal information will also display under Customer Name. The list of abandoned carts is retained according to your site settings. If a registered user re-enters your storefront with a saved cart and completes checkout, this process will remove the cart from View Shopping Carts. 23

Manage Orders E-Commerce User Manual When a customer completes checkout on the storefront, the order is placed into the Manage Orders section of the Control Panel. Orders are displayed chronologically by default but you can change how the orders are sorted. From the Manage Orders screen, each order has a summary of it's most important information right on the order. From the Mange Orders Screen you can edit the Order, the Customer Information, the Order Status with the click of the mouse. You can Edit orders, Clone orders, or Create a new order. You may also set the Order Number for your current orders. You can search through your orders via the search box. Keyword Search Select the Keyword option from the drop-down menu, specify your keyword and click the Search button. 24

Order Date Search Select the Order Date option from the drop-down menu, specify your start and end dates and click the Search button. Order Status You can adjjust the order status right on the Manage Orders Screen. Simply select the Order Status drop down box, and select your desired status. With selected order(s) You can print a range of selected orders by clicking the drop-down and selecting your desired print option. The Pro version of the Shopping Cart has an additional option to import or export orders. Select the status, and click Import/ Export Orders to create a.csv file of the order information. A more detailed explanation of the Import/Export function can be found here. Creating, Cloning, or Editing Orders If you new need to create an order, edit an existing order, or clone and existing order, follow the steps below. More information on the editing an order and the order details can be found here. CAUTION: Editing an order will result in that order being saved to the database. You cannot "undo" edited orders. To Create a new order: Click on the Create a new order link. This button will open the Order Detail page. To Edit an existing order: Click on the Edit button next to the desired order. This will open the Order Detail page. To Clone an existing order: Click on the Clone button next to the desired order. This will open the Order Detail page. 25

Archiving Orders You can archive orders that you may not necessarily want to delete, but don't want in your active order list. This will flag your order and make it un-editable. If you later wish to recreate the order, you can clone your archived order and the order will be recreated in your Active orders list under the Admin status. Orders are archived in the Edit Order page. An order must be in the Shipped, Canceled, or Declined status before it can be archived. To Archive an order Find the order you wish to archive in the Product List and then click the Edit button. This will take you to the Order Detail page. Make sure that the order is in Shipped, Canceled, or Declined status. If the order you wish to archive is not in any of these statuses, you can change the status of the order using the order status drop down on the Edit Order Page and click the Save button to save your new status. At the bottom of the Order Detail page, click the Archive & Return button. Once you've confirmed that you wish to archive the order, you will be taken back to the Manage Orders Page. To view the your orders in Archive status, click the Archived tab. 26

Order Detail E-Commerce User Manual To view or make changes to individual orders, click Edit next to the order on the Manage Orders screen. This will open up the Order Detail view. If you wish to create a new order, you can click on the Create a new order button on the Manage Orders screen. The Order Details Screen 27

Back end Order Entry and Editing You now have the ability to edit all aspects of your customer's orders or create new, complete orders for your customers. In the Order Details screen, each section of the order can be edited, allowing you to add or remove products, tracking numbers, admin notes, and other parts of the order as necessary. NOTE: When you edit an order, you are editing the database. You cannot undo an Edit. To Create a New Order: Click on the button in the Manage Orders section of the Control Panel. This will open the Orders Detail page which is split into six (6) sections; Order Detail, Shipping & Billing Information, Order Invoice, Additional Information, Payment Information, and Order History. You must complete the sections in order before you can proceed to the following section. To edit a section click on the pencil button The Orders Detail Page Enter your Customer Information: Enter your customer's information or select a customer from your existing registered customers. Once you have entered the required customer 28

information, click the Next button to proceed to the Order Invoice Section. Customer Information E-Commerce User Manual Add Products to your Order Invoice: Click the Add Products to Order button to bring up a product search popup. Enter the name of the product you wish to add or simply click the Search button to get a list of all your products. Once you have added the desired products to your order, close the popup and go back to your order. You can edit the Quantity and Item Price for each product in your order by clicking the Edit button next to the desired product, making your edits, then clicking Update. The totals for the order will automatically update. Order Invoice Enter the Additional Information for your Order: The Additional Information section of the Order will hold any Checkout Questions you have setup for you customers. Remember that you must fill out Required sections in order to proceed to the Payment Information section. 29

When you have entered the required Additional Information, click Next. Additional Information E-Commerce User Manual Enter the Payment Information for your Order: The Payment Information section of the order contains all the specific information your customer uses to buy your product. Specify the payment method for your order and enter the required information. When you are finished, click Save. Payment Information Order History: The Order History shows a log of all the changes made to a particular order, who made those changes, and when the changes were made. You cannot edit the Order History. Order History Once you are satisfied with your order, click the Save button. 30

Changing a Status You will notice that not all statuses appear in the Order Status list when you click the drop-down button. That is because each status has a set of business rules assigned to it. Only those statuses available as a next step from the current status are displayed in the drop-down list. The table below shows the available next steps for each of the default statuses. 31

Customer Manager What is a customer? A visitor to your store who places an order and successfully completes checkout is a customer. The storefront can recognize two separate types of customers: A guest customer does not create an account when purchasing. A registered customer agrees to have all personal information stored by registering on the storefront or during checkout. A registered customer then has the ability to log into your storefront at any time to update their personal information or view order history. Managing your Customers The Customer Manager stores each visitor who has registered on your storefront. Names are displayed in descending order by date of registration. The list can also be sorted by the clicking on the Last Name, First Name, and Email headings. **Note for Pro version The Pro E-commerce web site has an additional drop-down to add multiple customers to a group as well as the ability to export your customer list. To search for a customer, enter a term in the text box and click. The results will display from the Last Name, First Name, and Email Address fields. Customers can be removed permanently by clicking Delete Selected. 32

Editing Customer information Clicking on for any customer will open the "Customer Details" screen, which displays most of the login and address information for each customer. You have the option to modify any of the customer information, including password changes. 33

Mailing Lists (Pro Only) E-Commerce User Manual You can create mailing lists that your customers can sign up for. This allows you to create targeted email marketing programs to generate professional email campaigns. To Create a New Mailing List: Enter the name of the desired list in the Add a New Mailing List field and click Create. To Add new Customers to the mailing List: Go to the Customers section of the Sales tab in the Control Panel. In the Customer Manager, click the Add the Selected Customers to the group and select the desired Mailing List. Click Add. The customer is now added to your email list. You can also export you mailing list as a CSV file by clicking Export next to the desired mailing list. 34

Order Status What are Order Statuses? E-Commerce User Manual When a customer places an order on your site, the order is assigned an Order Status. The NetworkSolutions E- Commerce Web Sites have six default statuses. Order Received: If you are using offline payments or an online payment set to Authorize only, all new orders successfully completed through checkout are assigned this status. Payment Received: New orders are assigned to Payment Received if successfully processed through a real-time payment gateway. Partially Shipped: You may manually move an order to this status based on product related circumstances such as backorders or stock problems. Shipped: You may move an order manually to Shipped. Canceled: You may cancel any order. Items will be returned to inventory if the order is moved to this status. Declined: Orders are declined if payment is rejected by a real-time payment gateway. What options are available with the order statuses? If you click on the Edit button, the option to select or deselect the email preferences for that status becomes available. Changes are applied by clicking Update. 35

Can I create my own Order Statuses? The Pro version of the shopping cart allows you to create your own custom statuses. To do this, enter the name, select the parent status, select the appropriate email options and click. Once saved, your custom status will appear below its parent status in the main Order Status page. Each custom status created will adopt the rules for the parent status. Orders must be manually moved to any custom status. Can I delete an Order Status? Custom Order Statuses can be removed by clicking Delete. All orders that are in the custom status will be automatically moved to the parent status. You cannot delete or rename a default status. 36

The Order Flow Each order has a direction in which it must move through the system to complete properly. Orders should be moved from one status to the next in the appropriate order. The information below explains each status and describes the rules for moving an order from that status to the next. Directional flow between default statuses Very Important! No status can be moved back to a previous status, EXCEPT Declined, which can be moved back to Order Received once the reason for declining the order has been resolved between the Store owner and the customer. A status can always be moved forward to the next default or custom status. Directional flow for Custom Statuses You can create any number of custom statuses, and place them after any default status in the order process. When you create and place a custom status, it will be considered a "Child" status and the "Parent" status will be the preceding default status. Each custom status will be considered as part of the default status, and will retain the default status on the MCP. Movement can occur within a default (parent) status any number of times and in either direction. At no time will a custom (child) status be moved backward beyond the preceding default (parent) status. A status can always be moved forward from any custom (child) status to the next custom or default status. 37

The Default Statuses Note: For a diagram which visually depicts the default order flow, see the topic entitled Order Flow Diagram. 1. Order Received This is an initial status that an order gets when the customer completes the shopping cart process. Orders that were made with a custom payment, or payments that are authorize only will begin the order flow with this status. Once the order is moved from this status, it cannot be moved back, except from Declined status. This status can trigger an email to the customer and decrements inventory. It can also trigger a notification email to the client. From Order Received, the following statuses are available: Payment Received this is the default flow Declined this is an optional flow Cancel this is an optional flow NOTE: Custom statuses also may be used after Order Received. These custom statuses would follow the rules of the preceding default (parent) status. 2. Payment Received This status shows that the order is in process and you have successfully charged the customer s account. This may also be an initial status for orders placed and accepted via a real time payment method. Once the order is moved from this status, it cannot be moved back. This status can trigger an email to the customer and decrements inventory when it is the initial status. It can also trigger a notification email to the client. From Payment Received, the following statuses are available: Shipped this is the default flow. Partial shipment this is the default flow if the entire order cannot be fulfilled. Cancel this is an optional flow. NOTE: Custom statuses also may be used after Payment Received. These custom statuses would follow the rules of the preceding default (parent) status 3. Partial Shipment This status shows that part of the customer s order has been shipped, but the order is not complete yet, for whatever reason. Once the order is moved from this status, it cannot be moved back. This status can trigger an email to the customer. From Partial Shipment, the following statuses are available: Shipped this is the default flow Cancel this is an optional flow NOTE: Custom statuses also may be used after Partial Shipment. These custom statuses would follow the rules of the preceding default (parent) status. 38

4. Shipped This status shows that the entire order has been completed as far as the customer is concerned. Once the order is moved from this status, it cannot be moved back. This status can trigger an email to the customer. NOTE: There is no default flow from Shipped, since the order has been completed. Custom statuses also may be used after Shipped. These custom statuses would use the rules of the preceding default (parent) status. From Shipped, the following statuses are available: Cancel this is an optional flow Archived this is an optional flow 5. Cancel This status shows that the order has been cancelled for some reason. This status can trigger an email to the customer. It also places inventory back into stock. Cancel status may be selected from all other statuses EXCEPT Declined or Archived. From Cancel, the following status can be selected: Archived this is the only direction a cancelled order can move. 6. Archived This status shows that the order has been archived from your MCP list. However, it is merely hidden from you, as opposed to actually being deleted from the database. It does not update inventory in any way. From Archived, there is no status that can be selected. Once an order is archived, it cannot be moved back to a previous status. You can clone the order, which will create a new order in the Admin status in your Active Order list. 39

7. Declined This status shows that the order cannot be processed due to an issue, which must first be resolved. You can move the order from the initial status of Order Received into this status. This may also be the initial status for orders placed but declined via a real time payment method. Once the issue has been resolved, you can move the order out of Declined status. This status can trigger an email to the customer. It can also trigger a notification email to you. This status places inventory back into stock if inventory was previously decremented (i.e. the order was moved to this status from a status of Order Received). From Declined, the following statuses can be selected: Order received this is the only time in which an order status can be moved in a backward direction. Payment received this is the default flow Archived this is an optional flow 40

Customer Groups (Pro Only) A Customer Group allows the store owner to assign customers to a specific group for mailing list purposes. Once you have set them up, you can also assign special discounts based on Customer Group, or Export them to a.csv file that can then be used to create newsletter mailing lists. Managing Customer Groups To manage customer groups, click on Customer Groups under the Sales tab. To add a customer group, enter a name for the new group and click Create. Assign Customers to a Group To assign customers to a group: from the Customer Manager, select the customers with the left side checkbox, select the group from the Add the selected customers to the group drop-down, and click Add. In Manage Customer Groups, clicking Edit will produce a list of all customers assigned to that group. 41

From here, the Customer Group Name can be changed, customers can be deleted, and the customer list can be exported.' Export a Customer Group For online businesses in need of a powerful newsletter campaign software solution, Network Solutions is proud to provide partnerships and integrations with popular newsletter software companies. Your e-commerce package includes the ability to export your customer's first name, last name, and email address into the standard format accepted across the industry. Export Subscription Email List To Export a list of customers who are subscribed to your newsletter, you will first need to create a Customer group and place all subscribed customers into this group. Once the group has been created, you can then export the list in the standard CSV file format. You can target your newsletter and sales emails by setting up multiple groups. You will need to setup multiple groups if you want to export different types of email lists. For example, you might create one customer group which consists only of registered customers who have signed up for a specific newsletter, a second group which consists of potential customers who have not purchased from you yet, but signed up for email notifications, and a third group consisting only of customers who have signed up for emails and also have purchased a specific type of product from you in the past. When you export a subscription email list, the information downloaded is limited to First Name, Last Name, and Email address. If you need to download additional customer information, you will need to do that from the Import/Export page on the Operations tab. For additional information, see the tutorial entitled Exporting Data From the Storefront. 42

Creating the Export Follow these simple steps to export a Customer Group list: 1. From the Sales tab, click on the Customer Groups link to bring up the Manage Customers Group page. 2. Click the Export button for the appropriate Group. 3. When the Windows pop-up appears, select the option to Save to Disk and click the OK button. When the download is complete, make sure you take note of the name and location of the file. The filename will be customer-export.csv for one download, and then numbered for successive downloads, i.e. customerexport2.csv, customer-export3.csv, etc. Note: You should have a default file location set up on your PC, and this is where the file will typically be placed when it downloads. The file that is generated from a download is always a.csv file. This is the most efficient format for exporting and importing a large volume of data. It can be easily manipulated using programs such as Microsoft Excel. Note: Depending on your Windows or Mac settings, this may or may not trigger a warning message in your operating system. If you get this pop-up box, you can ignore it; there is absolutely no danger from this file. 43

Upload Compatibility Tips You are now ready to upload your email list to your client. The only area that may require modification is the very top line of your CSV file, which are the labels for each of the three columns: First Name, Last Name, and Email Address. Each newsletter software company has their own column labels used to identify data being uploaded. To change this information, in correspondence to your selected Newsletter Software, simply highlight the text and type the appropriate format. Popular Newsletter Software Labels: Constant Contact First Name: First Name Last Name: Last Name Email: Email Address IntelliContact First Name: [fname] Last Name: [lname] Email: [email] GotMarketing First Name: FirstName Last Name: LastName Email: Email 44

Reports E-Commerce User Manual To gather time specific information about your storefront, the E-commerce Standard cart offers three report: Income, Product Sales, and Tax. The Pro version of the software has two additional reports: Search Query and Page Not Found. 45

Income Report The Income report returns revenue information, such as total revenue, Total store cost, etc. E-Commerce User Manual To run the Income report, select specific dates or an appropriate date range from the drop-down list and click Go. This report lists the total revenue you collected for the time period, the breakdown and sub-total of your costs, and the total gross profit you collected. Gift Certificates are also included in the revenue calculation and are presented as a separate line in the Pro software. 46

Tax Report E-Commerce User Manual The Tax Report displays all taxes collected for a specific date range. Taxes are broken down by State, County, and Municipality. To run the Tax report: Enter a specific date range via the Report from and to fields, or select a standard date range (such as Yesterday, previous week, 3rd quarter, etc.) from the drop-down menu. Click Go. The report returns all sales tax collection information for the specified dates, as shown in the screen sample below. 47

Search Query Report E-Commerce User Manual The Search Query report returns all search terms entered into the search function on the storefront. Use this report to help you determine what your customers are looking for when they come to your storefront. You can also add Search Terms to your website to better help direct your customers to the products they are looking for. To run the Search Query report: Enter a specific range of Report from and to dates, or select a standard range (such as yesterday, previous week, 3rd quarter, etc.) from the drop-down menu. Click Go. Each search term returned appears on an individual line with a total. Each term can be expanded by clicking on the plus (+) to the left of the term. This will display each date the keyword was used in the search function, the total number of searches, and the average result the search. The screen below shows a sample set of results from a Search Query report. You can click the Add Related Term(s) link to be taken to the Search Options page where you can add related terms to help your customers find their desired products in your store quickly and easily. 48

Product Sales Report E-Commerce User Manual The Product Sales Report lists all products sold, quantities sold, and total customer sales. The Total Gross Profit is the difference between all customer sales and the store's cost for the items. This report will pull from any order that has gone through the Shipped status, including the substatus of shipped as well as archived orders. Only orders that have been shipped and cancelled will not appear. In E-commerce Pro, products with variations display in an expandable menu which lists each variation as a line item. Click the plus (+) sign next to a product to expand the list. 49

404 - Page Not Found Report E-Commerce User Manual The number 404 is an error code that displays on your customer's browser window and tells your customer that the page name or location typed into the URL/Address field is either incorrect or missing. The 404 Error report displays all pages entered on your storefront that return a "page not found" error message. By default, the report shows all files requested for the current month. This can be changed by selecting different criteria and clicking Go. The appropriate results display in the screen, similar to the example below. Follow these steps to get a current Page Not Found report 1. Enter the beginning date for your report in the Report from field 2. Enter the ending date for your report in the to field. These two fields will give you the specific date range that your report will cover. 3. Click Go to run the report. Alternately, you can select a standard range from the drop-down menu, such as previous week, previous month, etc. 1. Click the drop-down button to choose from this list. 2. Click Go. The report will run and when finished, will display all Page Not Found occurrences within the specified date range. 50

Shopping Lists (Pro Only) E-Commerce User Manual A new feature for our Pro-Store clients is the Shopping List option. Now you can offer your customers the ability to create Shopping Lists which they can then share with their friends and family. Each customer can create up to ten lists they can name, manage, and share. As the store owner you can view these lists at any time. NOTE: Only shopping lists made visible by the customer will show up on the shopping list search. Enabling the Shopping List feature: The Shopping List option is initially turned off for new sites but is easy to enable. Click on the Sales tab of the Main Control Panel and click on the Shopping Lists link. On the Shopping List Settings page, click the Enable Shopping Lists check box. When your customers create their shopping lists you can search through and view them here. Click on View to display the Product Name, Item Number, Quantity Requested, Quantity Received, and Price of each item on the particular shopping list. 51

When the Enable Shopping Lists function is selected all of your product detail pages display an Add to a new shopping list option that your customers may click to create their shopping lists. Each customer may create up to ten shopping lists with an unlimited number of items in each list. Customers can manage their shopping lists from their account management page. If they haven t yet registered with the site, they must do so in order to create and share their shopping lists. 52

Inventory Overview E-Commerce User Manual From the Inventory page you can create categories and products, create manufacturers, and create variation templates to apply to products. Pro-Only Inventory The Pro E-Commerce site has several other Inventory options as show below. 53

Categories E-Commerce User Manual The Category Manager menu creates and manages categories, subcategories and category wide markups. Categories appear, by default, in the left hand navigation bar. When categories and subcategories have been created, they display in the Category Manager according to sort order. The same order applies to the Browse by Category module on the storefront. The number of products assigned to each category is indicated in parentheses after the name. To create a new category, click on the Create a new category link. The link will open the Edit Category Details page. 54

Category Details Page Click Create a new category and enter the Category Details Page. Enter detailed information in this page on each category you create. 55

To Create a new Category: 1. Enter text in the Category Name field. 2. Select the desired option from Parent Category drop-down menu. 3. Enter a number in Sort Order to determine where the category appears in the sort order. 4. Enter text in Full Description. 5. Modify your text as desired using the WYSIWYG editor. Alternatively, if you wish to modify HTML, you can also click on View/Edit Source code button. You can find this button in the button bar at the top of the Full Description text area. 6. Enter the Search Engine Optimization information as you think is appropriate. (Friendly URL and Meta fields). 7. Click Save at the bottom of the screen to save the details on this category. Repeat this process for each category and sub-category you wish to create. Category Images You can use an image for your categories. This image will display under the link to the category it's assigned to when viewing the category's parent category. NOTE: Assigning a Parent Category image will override the category images for all categories underneath it. 56

To Assign a Category Image: 1. Click the Image Manager button. This will open the Image Manager in a popup screen. 2. You can upload a new image to your site by clicking the Browse button. This will allow you to find your desired image file and upload it to your site. You can also specify if this will be a thumbnail, display, detail or custom sized image. 3. Once you've selected the image you wish to use, click the Upload button. The image will be uploaded to your site and appear on the right column of images. If you already have an image on your site you wish to use, you can select the drop-down and find your image on your site. 4. Select your desired image from the list of images on the right. A preview of your image will appear in the Image Preview window. 5. Click the Select button. The path for your category image will be in the image path text box. If you wish, you can enter Alternate Text that will appear when a customer hovers their mouse pointer over the image. 6. Click the Save or Save & Return button at the bottom of the Edit Category Details page. The category image will appear for sub-categories when you are viewing the parent category. Images for Master Categories do not appear. Once you've saved the changes to your category, you can view them by clicking the Preview Category on the Storefront button at the top of the Edit Category Details page. 57

For Example: The master category "Furniture" contains two sub-categories; "Chairs" and "Tables". The images for the subcategories appear when you look at the Master Category "Furniture". Any products in the master category "Furniture" that is in a subcategory will be displayed below the two subcategories. Your customers can click on the category images to be taken into that category to view your products. Field Level Detail The following list describes the fields of the Category Details screen. Category Name: This is the title of the Category as it will display on the store Parent Category: Categories can either be created as a main level category or as a subcategory of an existing category. Sort Order: A number that controls the order in which Categories are displayed on the storefront. A Sort Order of zero displays at the top of the list, higher numbers display lower on the list. Category Image: This image will display in the master category page for the assigned sub-category. You can click this image to be taken into the category to see either the sub-categories or products contained in the category. NOTE: Master Categories cannot have category images. Alternate text: Descriptive text for the logo. Short Description (subcategories only): Text summary of your Category, which displays to customers while navigating Categories and Subcategories in your store. Full Description: Informative text review of your Category. Hidden When enabled: This category and all of the products associated with it will be hidden from view on the storefront. Friendly URL: URL in which the query string is replaced by some meaningful identifier for your pages; makes it easier for search engines to index your pages. It also makes it easier for your users to remember the URL. Page Title: The text entered in this field can be seen at the top of the web browser window and search engine listings, helping search engines determine your web page relevancy for certain keyword phrases. Meta Keywords: The text entered in this field allows you to provide additional text for crawler-based search engines to index along with the text of your store pages. Enter words or phrases separated by commas. Meta Description: The text entered in this field can allow you to influence the description of your page in the crawler-based search engines supporting this tag. 58

When you have finished entering your information for your new category, you can now add new products and assign them to your new category. 59

Manufacturers Using the Manufacturer Manager If you would like to associate your products with the manufacturer, individual manufacturers can be added to the MCP. To add a manufacturer, navigate to the Inventory tab and select Manufacturers Click on Create a new manufacturer to go to the Edit Manufacturer page. From this page you can name the Manufacturer, add an image associated with that manufacturer, and a description. Alternate text can be entered specific to that Manufacturer's logo, which is visible in certain browsers when you hover over it with a mouse. 60

Manufacturer Enter the name of the Manufacturer. Manufacturer Logo Use this field to add a manufacturer's logo. This logo will be displayed on the detailed product description page above the product image. Use the browse button to select/upload the images. To add a Manufacturer Logo: 1. Click the Browse button 2. A Windows file menu opens; select the logo image file from your computer. 3. Click the Open button. 4. The path to your file will appear in the "Upload an image" box. 5. Click the Upload button. 6. The Manufacturer image will now display in the editor. Alternate Text Use this to include explanatory text that will be seen in place of the logo when the logo image cannot be displayed (i.e. the customer has images turned off to make page loading time quicker). Full Description Use this text box to add a description of the manufacturer. HTML is allowed. This description will display to your customers when they look at a product by this manufacturer. Once you have completed entering all manufacturer information, click Save, which returns you to the Manufacturers menu with the manufacturers listed. The Sort Order arrows by Manufacturer module. allow you to rearrange the order in which the manufacturers display in the Search 61

Products E-Commerce User Manual The Products page is where you enter, edit, and manage your store's various products. From the product list, you can see the most important details for each of your products, including the price, quantity, part number, manufacturer and manufacturer number and the options on the product. You can change some of these options without going to the product detail list (such as price, Category, and Homepage Specials) while clicking on other aspects of the product will take you to that section of the Edit Product Page (such as images, variations, personalizations, or related products. You can search any products already listed within the Product Manager based on your Product Names. Enter at least one character within the Products name in the text field marked "Search Products" and click on the "Search" button. All products with that letter/word/phrase will display on the screen. Listed below are your options for Adding a Product, Managing your Products, and the Pro-Ecommerce specific product tabs. Click on the links below to expand the topic. How to Add a Product To add a new product to your store: Click the Inventory tab at the top of the Control Panel On the Inventory Page, click the Products link. This will open the Product Manager. 62

Click Create a new product to enter the Edit Product Details page. Note that you must fill out the required fields (denoted by the red asterisk) in order to save your new product. Fill out the details of your product. Note that you must fill in the required fields in order to save your new product. Adding your Product Details The Edit Product Details page consists of several different tabs, the first of which is General, referring to the general information about your product. Once you have entered the required information for your product, you may then click on the other tabs to further detail your product. The Edit Product Details (General) tab is split into three sections; Basic Product Information, Pricing, and Product Placement & Display. These three sections are explained below. 63

64

Basic Product Information In this section you enter the most basic information about your product. Listed below are the details you can add to your product. Product Name (Req) - The title of the product as it will display on the store. Item No. - The "stock" number that you will associate with the product. Sort Order - A number that controls the order in which Product listings are displayed. A Sort Order of zero displays at the top of the list, higher numbers display lower on the list. Product Image - When you upload an image, a thumbnail image is automatically created. Stock Quantity - The total amount of the product that you have on hand. Manufacturer - Assign a Manufacturer who supplies this product to you. You can add a Manufacturer by clicking on the Add a New Manufacturer link underneath the drop-down list. Mfr. Part No - Assign a part number associated with the manufacturer. 65

Weight Enter the weight for your product, either as pounds and ounces, or as a dimensional weight. Dimensional weights may arrive at a different weight than the actual weight that you have entered for your product. Companies will charge for whichever method arrives at the highest weight. Dimensional weights are calculated as follows: Domestic Weight = (Length x Weight x Height)/194 International Weight = (Length x Weight x Height)/166 NOTE: There is no need to enter decimals in the length, weight, or height fields as the shipping methods will round up to whole numbers when calculated. Pricing The Pricing section of the Edit Product Page allows you to set pricing at a variety of levels for your product. The included terms are listed below. Customer's Price (Req) - The price of the product. Message - Show a short message instead of a price on the product list and product details page. The price will show when the item is added to cart. Hide Add to Cart - Select this box if the item is only for display and not for purchase by your customers. Enabling this will hide the Quantity textbox and Add to Cart button. MSRP - The Manufacturer's Suggested Retail Price. Store's Cost - The cost to the store owner of keeping the product in stock. Handling - The additional handling costs specific with this product. 66

Product Placement & Display The Product Placement & Display section lets you assign your new product to categories (you can also add new categories by clicking on the Add a New Category link), create a short and full description, designate "Featured Product" status, or hide the product completely. Categories - Select the categories that you want your products to display within. You may select as many categories and subcategories for each product as you like. You may also Add a New Category by clicking the link below the Categories section. Short Description - A text summary of your Product, which displays to customers while navigating Categories and Subcategories in your store. Full Description - Informative text review of your Product, which provides customers with all of the details about your Products. Featured Product - The product can be featured on the home page or the category landing page. Hide? - Select the Hide option if you wish your product to be hidden and unavailable for sale to your customers. 67

After you are satisfied with your new product, click Save or Save & Return to add the product to your Inventory. You can also preview your product on your storefront by clicking the Preview Product on Storefront button on the top (this image only appears when you have entered the required fields for your product and saved the product to your inventory). If you do not wish to save your product, click Cancel & Return. Free Shipping To make a product eligible for free shipping, you must select the eligible for free shipping option in the Advanced tab of the Edit Product page. NOTE: For Free Shipping to function, you must setup a shipping method that honors free shipping. This is explained in the Shipping section of the manual. 68

Product Tabs When you are editing an existing product, or have saved a newly created product, you will notice the previously grayed-out tabs at the top of the Product Edit Page are now selectable. Each tab corresponds to a specific section your product to which you can add additional detail. These tabs are explained below. General - The General tab contains the basic information needed to initially create your product. This tab is explained in detail above. Advanced - This tab contains a variety details including: Tax - Select this option if you wish your product to be Tax Free. Special Shipping - Select this option if you wish your product to be Shippable, Eligible for Free Shipping, or Shipping not Required. Dimensions - Specify the dimensions of your product (in inches). Order Quantity - Specify a minimum and maximum order quantity for you product. In Stock Message - Specify a message to display when this item is in stock. Out of Stock Message - Specify a message to display when this item is out of stock. Page Layout - Set the active page layout for your product. Notes - Add product notes to your product. Image - This tab lets you assign images to your product. Options include: Add a Product Image - Upload an image for use with your product. If you do not wish the store to create your display and thumbnail images for you, click the Upload Product Images Individually link. Edit Image - Assign an image caption or alternate text for your image. Thumbnail, Display, and Detail Image Path - Use these paths to specify the images for your thumbnail, display, and detail images, respectively. Variations - The Variations Tab allows you to assign variations to your products. Please note, that once a product has variations, certain product-specific items (weight, customer price, etc) will be grayed-out on the General tab as you will now manage those details in the Variations tab. For a detailed explanation on creating variation groups and options, click here. SEO Info - The SEO Info tab lets you set the information necessary for Search Engine Optimization. For more information on this tab, please click here. Pro-Ecommerce Tabs Gallery - This tab takes the place of the Image tab in the E-Commerce Standard Package. This tab allows you to setup an image gallery for your product. By default your additional images will be displayed in a popup window linked from the products detail page. For more information, click here. Personalization - The Personalization tab lets you add specific personalization questions to your product. For more information, click here. Related Products - This tab lets you set a number of products that will be randomly displayed as your Related Products. For more information, click here. 69

Products - Variations E-Commerce User Manual Variations allow you to add new options and selections to your basic inventory that your customers can select. Using one of your products as the base, you can add attributes such as size and color. You can also use a Variation Template to apply a common set of options across multiple products and save time. Creating Variations Once the product that will be the basis for you variations has been created (you have filled out the required fields in the General tab, and have saved the product) click on the Variations tab. To Create a Variation Group: Enter the name of your New Group in the Add a New Group field and click the Create Group Button. This opens the Group Options section. Enter the options for your group in the Add a New Group Option field and click the Create Option. Your options are listed in the Group. You can change the sort order, edit the option name or delete the option by clicking on the blue arrows, Edit button, or Delete button, respectively. 70

Managing your Variation Inventory Once the groups and options have been created they will appear under the Manage your Variation Inventory expandable menu. You can enter prices and stock quantity and enable or disable variations from here. Click the Edit button to Edit the Variation Option Details. Edit Variation In the Edit Variation page, you can specify the details of your variation product. Each Variation may have its own image which will display when a storefront customer selects that variation on the product detail page. Enter the path for the image to be displayed for the Thumbnail and Display images. Once you are satisfied with your Variation edits, click the Save or Save & Return buttons. If not, click Cancel & Return 71

Warehouses Using the Warehouse Manager If you would like to associate your products with a warehouse, the individual warehouses can be added to the MCP. To add a warehouse, go to the Inventory tab and select Warehouses. Click on Create & Edit to go to the Edit Warehouse Details page. 72

73

From this page you can: Name the Warehouse Enable/Disable the Warehouse - If you want order notification emails sent to your warehouse, you must enable the warehouse in the MCP. An enabled warehouse will receive an order when the payment status of the order is moved to "Payment Received". Select applicable products ** Note: A product can only be assigned to one Warehouse Follow these steps to select products to assign to your warehouse 1. Click in the checkbox next to the Product name in the AvailableProducts list. If you have many products, the list will be paged, as seen in the sample selector above. You can scroll through the pages or click on a page number to go directly to that page. There is also a Search field that will display a list of Available Product(s) based on the search term entered. 2. Click the right arrow button to add it to the Selected Products list. 3. Repeat this procedure for each Product you want to include in your discount. To remove a Product from the Selected Products list, simply reverse the procedure. 1. Click the checkbox next to a Product in the Selected Products list or enter a search term to display a list from which to select a Product. 2. Click the left arrow button to remove it from the Selected Products list..enter the warehouse email address for notification purposes, and select the product information that is sent with an order notification. 1. The warehouse must be marked as Enabled before you can send notification emails. 2. In the case where an order includes products from multiple warehouses, multiple notification emails are sent,which are warehousespecific. Create a custom email header. Enter admin-viewable notes about the Warehouse. These notes are not viewable by anyone other than your admin users. Once you have created a Warehouse, it displays in the list under Manage Warehouses. 74

Personalization Templates (Pro Only) With Personalization Templates, you may add questions or options to products without affecting inventory, such as custom text for their individual product. To create a set of these options to apply to more than one product, you can create a template. Create a Personalization Template To create a personalization Template: Enter the name of your template in the New Template Name field, and click Create & Edit Template. This will open the Edit Template page. Enter the question and select your answer type. The following answer types are available: Check box. Can be used for simple Yes or No answers. Radio Button or Drop Down. The customer can select one attribute from a list of options. Text Customer can enter a free form answer. The store owner may set a max character and line length and charge per character. 75

Set the answer as required, enabled, or both. Then click Create Question. This will open the Answers section for your new Personalization Question. Each answer can have its own surcharge and thumbnail associated with it. You can also enable or disable certain answers if you wish them to be hidden from your customers and set certain answers as the default selection. Once you are satisfied with your Personalization questions and answers, click Save or Save & Return. 76

Product Reviews (Pro Only) E-Commerce User Manual You now have the option of enabling product reviews on your storefront. Once you turn this feature on, your customers will be able to create and submit reviews of your products. As the store owner, you have complete control over the review process and can approve, edit, and delete reviews as necessary. Enable Product Review To enable the product review function: Go the Inventory tab and click Product Reviews. 77

Click the drop-down triangle next to Product Review Settings to display the different product review settings options available. o o Enable Product Reviews: This option enables product reviews for your storefront. Customer must be logged in to review or rate product: This option requires unregistered customers to login before they can submit a review or rating. o Auto-approve reviews: This option sets all new reviews to be automatically approved as they are submitted. NOTE: You can change the title of the review label that appears on the storefront by entering a new label tag in the Review Label Box 78

Related Products E-Commerce User Manual You can specify different products in your store to be related to a particular product. This will give your customers views of other products they might like to purchase that related to their currently selected product. Once you have designated your related products for your particular product, customers will see these related products at the bottom of the product details page. To add a Product to the Related Products list: 1. Click in the checkbox next to the Product name in the Available Products list. If you have many products, the list will be paged. You can scroll through the pages or click on a page number to go directly to that page. There is also a Search field that will display a list of Available Product(s) based on the search term entered. 2. Click the right arrow button to add it to the Related Products list. 3. Repeat this procedure for each Product you want to include in your related products. To remove a Product from the Related Products list: 1. Click the checkbox next to a Product in the Related Products list or enter a search term to display a list from which to select a Product. 2. Click Remove Selected for one selection or multiple selections, or click Remove All to clear the Related Products list. 79

Products - SEO info What is SEO? SEO stands for Search Engine Optimization. Simply stated, it's a way to make sure that your Web site is found by as many people as possible. According to research recently published, 71% of online consumers use a search engine to find Web sites. So, to be found by new customers your Web site must first be found by search engines! A site that is optimized for search engines will appear in the top of search engine results pages instead of being buried in the middle or at the end somewhere. And studies have proven that top placement in search engines generally provide a more favorable return on investment compared to traditional forms of advertising, such as snail mail, radio commercials, or television. Select a link below for information on the fields in the screen sample above Friendly URL URL in which the query string is replaced by some meaningful identifier for your pages; makes it easier for search engines to index your pages. It also makes it easier for your users to remember the URL. Page Title The text entered in this field can be seen at the top of the web browser window and search engine listings, helping search engines determine your web page relevancy for certain keyword phrases. Meta Keywords The text entered in this field allows you to provide additional text for crawler-based search engines to index along with the text of your store pages. Enter words or phrases separated by commas. Meta Description The text entered in this field can allow you to influence the description of your page in the crawler-based search engines supporting this tag. Find more information on SEO strategies that can help you be successful. 80

Gift Certificates (Pro Only) E-Commerce User Manual The Pro Shopping Cart allows you to create Gift Certificates to issue to customers. To enter the Gift Certificate Manger, click on the Inventory Tab and then click on Gift Certificates. From the Gift Certificate Manager, enter the amount of the Gift Certificate. You then have the option to set an expiration date of a specified year, month, week or day from the day it was created, set an exact date of expiration, or opt for no expiration. Once created, your gift certificates display in the order created on the Gift Certificate Manager screen. Each gift certificate is assigned a unique 17-character code, beginning with GC. You may issue this code to customers and they can enter it at checkout to apply the gift certificate amount to their order. NOTE: When entered at checkout, the cart will deduct the maximum amount available towards the cart total. If the amount of the gift certificate does not completely cover the cart total, the customer will need to enter an additional form of payment. If you would like to alter the amount of a gift certificate, click the Recharge button. If you would like to create a Product for your egift Certificate to display on your storefront, the Gift Certificate Product page will give you more information. 81

Recharge a Gift Certificate In the Gift Certificate editor you can add or remove value to a Gift Certificate, add notes, and change the expiration date. Once you have made your changes, click Save or Save & Return to return to the Gift Certificate Manager. 82

eproducts (Pro Only) E-Commerce User Manual The Pro-Ecommerce store allows you to offer eproducts to your customers. Setting up your eproduct For our Pro clients, creating eproducts is quick and easy. A new Product Type field allows you to specify your new product as an eproduct. Once you have selected eproduct for your Product Type, a new section of the Edit Product Details screen appears. This section allows you to upload your eproduct and specify the basic information about your product. The various fields and options are explained below as well as a list of supported file types. eproduct File (Required) - Upload your eproduct using the New eproduct File field. Please note that the file must not exceed 500MB in size. 83

Stock Quantity - The amount of inventory for this product. Select Limited by Number of License Keys Created to open the License Key Menu. To create a license key for your eproduct, simply enter your desired alphanumeric string and click the arrow button. Downloads - Specify the number of times a customer can download your eproduct. Instructions - Specify instructions for using your eproducts. Accessing your eproducts There are three different payment options that work with eproduct files. These are: 1. You use a real time gateway set to Authorize Only. 2. You use a real time payment gateway not set to Authorize Only 3. You use an offline payment method or one of the other additional payment options For Payment Gateways Set to Authorize Only (Including Offline Payment Methods) When a customer places an order for an eproduct their order is placed into the Order Received status. Once you login to your store and verify the order and payment, you then move the order to Payment Received status. Once moved to payment received the customer will receive an email with the link to download their eproduct. A link will also appear in the order editor of the mcp. Additionally if the customer created an account on your site they can login to their account and access the file there For Payment Gateways not set to Authorize Only When a customer places an order for an eproduct, their order is automatically placed into the Payment Received status. They will then see a link to their eproduct on the Order Confirmation page of checkout. They can also login to their account to access the order (a link to the eproduct is placed on the Order Information screen. 84

Variation Templates E-Commerce User Manual For products that have similar attributes, you can create a variation template. A variation template stores a set of options that can be applied to multiple products. Create a Variation Template To create a template; Go to the Inventory tab and click on Variation Templates from the menu. Enter the name of the template and click Create & Edit Template. Enter the name of the group of attributes you wish to add and click Create Group. Enter the options for your group in the Add a New Group Option field and click Create Option. Your options are listed in the Group. You can change the sort order, edit the option name or delete the option by clicking on the blue arrows, Edit button, or Delete button, respectively. 85

Managing your Variation Templates Once the groups and options have been created you can enter prices and stock quantity and enable or disable variations from here. Click the Edit button to Edit the Variation Option Details. From here, you can create another group or add individual options to the first group. To add individual options, enter the option name and click Create Option. By default, the options display in the order created. 86

Bulk Price Adjustments (Pro Only) As a Pro E-Commerce user, you can now adjust the price of a group of products via the Bulk Price Adjustment function. To use the Bulk Price Adjustments function: Go to the Inventory tab and click Bulk Price Adjustments. Select the desired group you wish to adjust (All Products, Categories, Manufacturers, Warehouses, or Specific Products). The sub-groups within each group are hidden until the group s button is selected. To select a sub-group, click in the box next to the sub-group name. In the example, the client selected Categories > Men s Apparel. 87

Select the desired adjustment. You can choose to adjust Cost, Customer Price, or MSRP for the group of products selected. Next, choose the type and amount of the change. You can choose between making a dollar ($) or percentage (%) adjustment. Enter the amount, then select Above or Below from the drop-down menu (Example; 50% above or $10 below) Select the price type from which the adjustment will be taken. Once you are satisfied with your pricing adjustments, click Adjust Prices to complete your price adjustment. 88

Operations E-Commerce User Manual The Operations area of your Control Panel contains all of the administrative functions for your storefront. Each section is discussed in detail in their relevant manual page. Pro-Only Operations The Pro version has other menu options for Discounts, Import//Export, Checkout Questions, and Product Feeds. 89

Product Feeds E-Commerce User Manual The product feeds tool allows clients to easily create product feeds for comparison sites (i.e. Google, Shopzilla, Shopping.com, etc.) Your product feeds will be shown on the Storefront Overview. Creating a Product Feed You can create multiple product feeds for each comparison engine, as well as product feeds for specific manufacturers or specific categories. You also have the option of sending hidden products in your product feeds. To Create a Product Feed: Go to the Operations Tab of the Control Panel and click the Product Feeds Icon. This will open the Products Feed manager. 90

The Product Feed Manager is where you will create, edit, and generate your product feeds for submission to your comparison sites. Click the Create a New Product Feed button to open the Product Feed Editor. Once you have named your feed, you must select which comparison site you would like this feed be submitted to. Each comparison site has it s own set of required, recommended, optional, and custom fields your feed must include. Selecting the Product Feed will automatically switch the Product Feed editor to the relevant Fields. You may also filter your products included in the feed using the drop down menu. You can include in your feed: All Products, filter By Category, or filter By Manufacturer. If you wish to include hidden products in your feed, select the check box. Generating up your Product Feed Selecting Googlebase, Shopzilla, or Shopping.com as your Product Feed target will select automatically select certain product fields but there are other fields that you may select to include in your feed. Select the checkbox next to the name of the field that you wish to include. Once you are satisfied with your field selections, click, Save, Save & Return, Save & Generate, or Cancel. Save This button will save your current feed and keep you on the Product Feed Editor page. Save & Return This button will save your current feed and return you to the Product Feed Manager page. Generate & Save This button will generate your feed (use your feed criteria and create a feed with your current products) and then save the feed. At the bottom of the feed editor a feed link will appear with the last date the feed was updated. You can click on this link to see the information included in your product feed. The link itself is what you will need to submit to Google. 91

Cancel & Return Cancels the feed without saving it a returns to the Product Feed Manager page Once your feed has been saved, it will appear on both the Product Feed Manager page and the Storefront Overview page, where you can generate the feed again. NOTE: If you change your available inventory by adding, editing, or deleting products, you will need to regenerate your feed and re-submit it to your comparison site. 92

Googlebase Product Feed The GoogleBase Product feed will require you to sign up with Google Base using your existing Google Account. Once you have generated your Google Product Feed, you will need to visit the Google Base home page and submit the product feed link. NOTE: You must have an active google account to use Googlebase. 93

Shopzilla Product Feeds The Shopzilla comparison site requires that you submit a Site Category ID for your products. A list of ShopZilla categories can be found here. NOTE: You must have an active account to use ShopZilla. 94

Shopping.com Product Feeds The Shopping.com comparison site requires that you submit a Site Category for your products. A list of Shopping,com categories can be found here. NOTE: You must have an active account to use Shopping.com. 95

Discounts E-Commerce User Manual The Pro E-Commerce cart offers several ways to offer customers discounts on products and shipping. Some examples are shown in the screen sample below. Create a New Discount To create a discount, Click on Add a Discount. The Edit Discounts & Coupons screen appears. Enter a name for the discount in Discount Name. Add a description of the discount in Description, and then select the type of discount you want to create from the Discount Type drop-down list. There are 5 types of discounts available. 96

For instructions and information on creating and using each of these discounts, please see the following pages: Amount Off Product Price Amount Off Order Quantity Discount Customer Group Discount Free Shipping Discount 97

Amount off Product Price Discount You may put individual products on sale by selecting the Amount off Product Price Discount. The discount may be for a certain dollar amount off or a percentage of the products' price. In the screen example below, the discount applies to all categories and products. When using Apply Discount to specific Categories and Products, a selector, like the one below, will open. From this section you can choose the categories and/or products you would like to include in your discount. To select a Category, click the checkbox next to the Category name. When you select a category, all products in that category will be included in the discount. 98

99

Follow these steps to select individual Products to include in your new discount. E-Commerce User Manual 1. Click in the checkbox next to the Product name in the AvailableProducts list. If you have many products, the list will be paged, as seen in the sample selector above. You can scroll through the pages or click on a page number to go directly to that page. There is also a Search field that will display a list of Available Product(s) based on the search term entered. 2. Click the right arrow button to add it to the Selected Products list. 3. Repeat this procedure for each Product you want to include in your discount. To remove a Product from the Selected Products list, simply reverse the procedure. 1. Click the checkbox next to a Product in the Selected Products list or enter a search term to display a list from which to select a Product. 2. Click the left arrow button to remove it from the Selected Products list. When you have selected all the products, click Save at the bottom of the screen, and your discount will appear in a list on the Discounts home page. 100

Amount Off Order Discount E-Commerce User Manual To give a percentage or dollar amount off of an order's total, you can use the 'Amount Off Order' option. In addition to assigning the Price Difference, this discount can also be assigned minimum and/or maximum purchase requirements and can include a valid date range. If you do not want the discount amount taken off as products are being added to the cart, you may opt to use a Coupon Code that is entered during checkout. A Coupon link is also created and can be given to customers for promotional purposes. 101

Quantity Discount E-Commerce User Manual A Quantity Discount applies to specific products and allows incremental discounting based on the number of items sold. Enter the minimum and maximum quantities, as well as the applicable discount percentage. Then select the products to include. Follow these steps to select products 1. Click in the checkbox next to the Product name in the AvailableProducts list. If you have many products, the list will be paged, as seen in the sample selector above. You can scroll through the pages or click on a page number to go directly to that page. There is also a Search field that will display a list of Available Product(s) based on the search term entered. 2. Click the right arrow button to add it to the Selected Products list. 3. Repeat this procedure for each Product you want to include in your discount. To remove a Product from the Selected Products list, simply reverse the procedure. 1. Click the checkbox next to a Product in the Selected Products list or enter a search term to display a list from which to select a Product. 2. Click the left arrow button to remove it from the Selected Products list. The quantity discounts created appear in the "Discounts Applied" table on the Advanced tab of the Product Detail page. Other options you can set include a date range and allow it as a valid discount for customer groups. 102

103

Customer Group Discount E-Commerce User Manual A discount can be assigned to a selected group of customers using a Customer Group Discount. The discount is valid for a percentage off only and can be assigned to all products or individual products or categories. This discount is effective only if the customers in the group log in to your site to shop. The discount will appear to them as a change in the product's price. The Discount manager page allows you to assign a variety of discounts, including the customer group discount, which you will select from the Discount Type drop-down menu as seen in the screen below. **Note: You must have Customer Groups set up in the MCP to use this feature. Your customer groups will be displayed by group name with a checkbox next to each that allows you to select the group(s) to receive this discount. Follow these steps to create a Customer Group Discount: 1. Enter a name for your discount in Discount Name. 2. Enter a brief description of the discount in Description. 3. Select 'Customer Group Discount' from the Discount Type drop-down list. 4. Enter the percentage of the discount in Price Difference. 5. Click in the checkbox next to the Customer group(s) you wish to include in this discount. 6. Select the categories and/or products to which this discount applies. If you select the radio button for specific Categories and Products, an additional set of fields (not shown here) displays for you to select the categories and/ or products to include. 6. Click Save to save your new Customer Group Discount. 104

Free Shipping Discount E-Commerce User Manual The Free Shipping Discount allows you to select one of your active shipping methods and offer it at no charge as a benefit to customers. The Free Shipping Discount is applied either via a code entered at checkout or by a customer entering the site with a Coupon Link. The selected discounted shipping method is available in Checkout, but will display a price of $0.00. Other optional restrictions you can include are: Minimum Purchase amount - free shipping applies when a customer purchases the minimum amount entered in this field Maximum Purchase amounts - free shipping applies when a customer spends no more than the maximum amount entered in this field. Valid Date range - free shipping applies only during the dates specified in these fields. The example screen below shows a Free shipping discount to your customers via USPS Express Mail when they enter the coupon code freeusxpress. 105

Shipping In the Shipping Manager you can select your shipping carrier and methods. Listed below are the shipping options for both the Standard and Pro E-Commerce cart. Standard E-Commerce Shipping The Standard cart can display only one shipping carrier at checkout. Specify your Shipping Origin For rates to return correctly, you must specify your shipping origin. If you have a real-time carrier selected, your methods will display below. You can also specify a global handling charge for all your shipping orders and determine whether you wish the shipping and handling charges to be combined on your customer displays as they checkout. 106

Editing your USPS Shipping Methods With the Standard cart you can edit the USPS shipping methods and create new rules for reach method. Click Edit to open a set of options for the selected method. Each shipping method is made up of rules that you can create, edit, and delete as necessary. For example, you could create a shipping method that honors free shipping from 0 to 10 lbs, charges as normal for 11 to 30 lbs, and charges and additional markup for anything over 30 lbs. Each of those rules are created separately for your shipping method. To Create a New Rule: Specify the minimum and maximum weight limits for your new rule. If you wish to have a markup for your shipping rule, specify whether the markup dollar or percentage based, and then add the markup in the subsequent field. This markup is automatically added into the shipping rates displayed at checkout. If you wish your rule to honor Free shipping for any products that have the free shipping designation, select the "Honors Free Shipping" checkbox. Once you are satisfied with your rule, click the Add Shipping Rule button. Once you've finished adding your rules to your shipping method, click the Save button at the top. To return to the Shipping Manager, click the Return button at the bottom. Free Shipping For Free shipping to correctly register for your customers on checkout, you must: 1. Select the "Eligible for Free Shipping" checkbox for the products you wish to have free shipping. This option is located in Inventory > Products > Edit Products under the Advanced tab. 2. Create a shipping method that includes a rule with the "Honors Free Shipping" checkbox selected. 107

Pro E-Commerce Shipping In the Pro cart, you can offer your customers multiple shipping options, including your own custom shipping options that you create. You can also create your own custom shipping label that will appear on your customer's display during checkout, assign a global handling charge, and specify whether that charge combined with shipping on customer displays. Specify your Shipping Origin For rates to return correctly, you must specify your shipping origin. If you have a real-time carrier selected, your methods will display below. To Enable a Shipping Carrier: Register with the carrier (if you are going to use FedEx or UPS). You can register with either of the carriers by clicking on the link which will take you to their respective sites. Click in the checkbox next to Enable to make one or more shipping carriers active on your site. Use the blue up and down arrows to change the order in which the carriers will display to your customers in the shipping options list. Custom Shipping With the Pro cart, you have the ability to create completely custom shipping methods that you can offer to your customers. Custom shipping methods are discussed at length here. 108

Custom Shipping E-Commerce User Manual Custom shipping is available in both Standard and Pro versions as Flat Rate or Free Shipping. However, when using the Pro version of the cart, custom shipping methods are extended to include creating a custom shipping method based on total cart weight or total cart price. Custom Shipping Name You can specify a name for your custom shipping options. This name displays during the checkout phase for your customers when they are presented with their choices for shipping. The default name is "Custom". Enter your new name in the Display Label and click the Save or Save & Return button at the bottom of the shipping manager. Your customer will then see your new label when they checkout. Clicking underneath that label for rates will show all of your custom shipping methods. 109

Creating a Custom Shipping Method You can create a custom shipping method by entering your new custom method name, selecting your shipping standard, and clicking the Create & Edit button. If you wish to create or edit the USPS shipping methods, click on the USPS tab. Custom Shipping By Weight A Custom shipping rule based on weight means that a customer's shipping prices are based on the total weight of the order. You create rules based on weight ranges for your shipping method to follow. For example, you could create a shipping method that honors free shipping from 0 to 10 lbs, charges as normal for 11 to 30 lbs, and charges and additional markup for anything over 30 lbs. Each of those rules are created separately for your shipping method. To Create a New Weight Rule: Specify the minimum and maximum weight limits for your new rule. If you wish to have a markup for your shipping rule, specify whether the markup dollar or percentage based, and then add the markup in the subsequent field. This markup is automatically added into the shipping rates displayed at checkout. If you wish your rule to honor Free shipping for any products that have the free shipping designation, select the "Honors Free Shipping" checkbox. Once you are satisfied with your rule, click the Add Shipping Rule button. Once you've finished adding your rules to your shipping method, click the Save button at the top. To return to the Shipping Manager, click the Return button at the bottom. 110

Custom Shipping By Price A Custom shipping rule based on price means that a customer's shipping prices are based on the total cost of the order. You create rules based on price ranges for your shipping method to follow. For example, you could create a shipping method that follows normal shipping from $0.00 to $100.00, charges $5.00 shipping for orders between $100.00 to $200.00, and honors free shipping for any orders over $200.00. Each of those rules are created separately for your shipping method. To Create a New Price Rule: Specify the minimum and maximum price limits for your new rule. If you wish to have a markup for your shipping rule, specify the markup amount in the subsequent field. This markup is automatically added into the shipping rates displayed at checkout. If you wish your rule to honor Free shipping for any products that have the free shipping designation, select the "Free Shipping" checkbox. Once you are satisfied with your rule, click the Add Shipping Rule button. Once you've finished adding your rules to your shipping method, select the Enable checkbox, to enable your shipping method. Click the Save button at the top to save your shipping method. To return to the Shipping Manager, click the Return button at the bottom. 111

Free Shipping For Free shipping to correctly register for your customers on checkout, you must: 1. Select the "Eligible for Free Shipping" checkbox for the products you wish to have free shipping. This option is located in Inventory > Products > Edit Products under the Advanced tab. 2. Create a shipping method that includes a rule with the "Honors Free Shipping" or "Free Shipping" checkbox selected or take one of your existing shipping methods (or USPS shippjng methods) and edit their rules to "Honor Free Shipping".. For Example: You might want to give your customers the option of using USPS Ground for their Free shipping options. To setup free shipping you would: Go to Operations > Shipping in the Control tab and navigate to the Custom Shipping Options. Select the USPS tab Click the Edit button next to the USPS Priority Mail shipping Method. In the Shipping method, click the Edit button next to the main rule (If you've added new rules to this shipping method, you will need to edit all rules under the method). Select the "Free Shipping" option and click the Update button. Your shipping option should say TRUE under the Free Shipping Column. Click the Save button to save your shipping option, then click the Return button at the bottom to return to the Shipping Manager. On the Shipping Manager page, click the Save or Save & Return button. Once you've set any products you wish to be free shipping eligible, your customers, when checking out, will see your Free Shipping products with the Free Shipping icon on your storefront. 112

When they pick a shipping option, they will see that your USPS Priority ship will charge no shipping for them. If they add in products that DO incur shipping charges, only those items will be charged shipping. 113

For more information on setting making your products eligible for free shipping, please visit the Products page here. 114

Regions When creating custom shipping methods in the Pro Cart, you can control your shipping destinations through regions. There are four default regions: United States Canada US and Canada Global If you would like to ship elsewhere or restrict your shipping, you can edit any of the regions by selecting it from the Region drop-down in the Add A New Rule section.. To set up your own region: Select Create New Region Set from the drop-down. Enter a name for the Region set and expand the list of regions and countries with the [+]. After they have been expanded, you can select any countries for the new set by placing a check in the checkbox. Once complete, click save. 115

Users E-Commerce User Manual For security purposes, any individual who will need to access your Control Panel should have a unique user identity (username and password). The Manage Control Panel Users screen allows you to create new users and modify the permission levels of existing users. The store owner and any user designated as a Super Admin may delegate administrative tasks to other users. To create a new user, go to the Operations Tab and click on Users. Enter the information required and click Create User. Once the user has been created, you control what this users sees and does not see. You may assign permissions to some or all areas of the Control Panel. Simply click in a checkbox next to a section of your store that your new userwill need to access. If you click the checkbox for Super Admin, the user will have access to all areas of your store. When you are finished, click Save Permissions at the bottom of the page. 116

117

Deleting Permissions/Users To delete one or more permissions for a user, go to your user list, select the user you wish to change, and click Edit to open the Permissions section. Then simply un-check the box next to the permission(s) to be removed, and the click Save Permissions at the bottom of the page. To delete a user completely, simply click the corresponding Delete button for that user in your user list. 118

MonsterMarketPlace (MMP) 'What is the Monster Market Place? The MonsterMarketplace is shopping directory that all Network Solutions e-commerce clients are given the opportunity to submit their storefront for FREE. Your store will need to meet the MonsterMarketplace submission guidelines before being accepted. Once accepted, you will receive an approval email with a link to your store landing page within MonsterMarketplace.com. You will have the ability to edit and add information to enhance your store's listing. How do I sign up for the MonsterMarketplace? From the left side of your Control Panel, click on the "Manage Your Listings" link under the MonsterMarketplace heading. This will take you to the main MonsterMarketplace Menu screen in your Control Panel. Once you click on the "Sign Up" link a new window will open; this window contains the Submission form for the MonsterMarketplace. Complete all of the information on the form to the best of your ability and click Submit My Store at the bottom. How do I manage my listings? From the left side of your Control Panel, click on the "Manage Your Listings" link under the MonsterMarketplace heading. This will take you to the main MonsterMarketplace Menu screen in your Control Panel. When you click on the "Manage My Listing" link a new window will open. The new window will direct you to your store listing on the MonsterMarketplace. Read the MonsterMarketplace Guide for more information on how to manage and enhance your listings. 119

Checkout Question E-Commerce User Manual With Checkout Questions, you have the option of some more information about your customer before they complete their order. To create a checkout questions, go to Operations tab and click on Checkout Questions. The screen shot below shows an example checkout question. To create a Checkout Question, enter the question and select the input type. The following input types can be used for checkout questions. Check box Can be used for simple Yes or No answers.. Radio Button or Drop Down The customer can select one attribute from a list of options.. Text Customer can enter a free form answer. The store owner may set a max character and line length.. Mark the new question as required if necessary, select the checkbox to enable it, and click Create Question. Enter the answers for the customer to select. You may also add an image and sort them in a desired order using the blue up and down arrows in the Order column. 120

Payment Manager E-Commerce User Manual The Payment Manager is where you will create and manage your payment gateways which allow you to accept real time credit card payments, and payment methods for manually processed transactions. If you wish to use one of the payment methods supported by Network Solutions, you will need to have a separate merchant account with the company or service using the gateway. Setting up your Payment Methods Credit Card Payments To accept real-time credit card transactions, you must have a merchant account and setup up payment gateway. Once your gateway is setup, you can add a surcharge, a specific confirmation message and decide whether you wish to set the gateway to "Authorize Only". 121

Setting up your payment gateway To enable a real-time payment gateway: Select the desired credit card method from the drop-down menu, then select the Add button. This will take you to the Edit Payment Method page. On the Edit Payment Method page, enter the required information for payment gateway. Each gateway requires different information and is covered in greater detail here. NOTE: Make sure to enter your Payment Gateway information EXACTLY how you received from the payment gateway as many of these values and fields are case-sensitive. 122

You can enter a dollar or percentage surcharge if you wish, and you may designate this payment method as "Authorize Only" by selecting the checkbox. Enter your custom confirmation message in the WYSIWYG editor. When Payment Gateway Enabled is checked, the storefront can accept real-time payment. Once you are satisfied with your payment method, select Save, or Save & Return. 123

Alternative Payments Alternative and Offline Payments allow the store owner to offer checkout without a payment gateway. PayPal Express and Google Checkout send the customer off-site to complete checkout. NOTE: Offline payments may store payment information collected at checkout, but no funds are transferred at the time. This feature is available in the Pro Shopping Cart only. Setting up an Alternative Payment Method To create an Alternative Payment Method: Select the desired alternate payment method from the drop-down menu, then select the Add button. This will take you to the Edit Payment Method page. On the Edit Payment Method page, enter the required information for payment gateway. Each gateway requires different information and is covered in greater detail here. 124

You can enter a dollar or percentage surcharge if you wish, and you may designate this payment method as "Authorize Only" by selecting the checkbox. Enter your custom confirmation message in the WYSIWYG editor. When Payment Gateway Enabled is checked, the storefront can accept real-time payment. Once you are satisfied with your payment method, select Save, or Save & Return. Note: This is not to be confused with Offline Credit Cards. Offline Credit Cards store cardholder information for the store owner to manually process later. 125

Required Fields for Payment Gateways E-Commerce User Manual The following is a list of payment gateways and their associated required fields. At a minimum you must fill in these fields to set up your payment gateway. Click on the gateway name below, which expands text on the topic, gives some instructions for registering with the payment gateway, and contains a link to the gateway's web-site. NOTE: Make sure to enter your Payment Gateway information EXACTLY how you received from the payment gateway as many of these values and fields are case-sensitive. Network Solutions Merchant Account The Network Solutions Merchant account services, in partnership with Global Payments, is a high quality, comprehensive electronic payment solution with online processing, 24/7 customer support, Point-Of-Sale equipment and support, reporting capabilities, and seamless, easy setup and activation. Setting up a Network Solutions Merchant Account 1. Click here to open a new window and apply for a Network Solutions Merchant Account. o Once your merchant account is approved, you will receive instructions to generate a transaction key for the payment gateway. 2. Enter the transaction key in the Transaction Key field. 3. Add any desired text for your Confirmation Message in the confirmation field. 4. Check the Activate this payment method. 5. Click the "Save" button below. For more information on the Network Solutions Merchant Account, click here. Authorize.net Payment Gateway Authorize.Net, A CyberSource Solution is a leading provider of payment gateway services and offers a high trustworthy reputation, ease of integration, free customer support, scalability, and business partnerships that help merchants minimize risk, reduce costs and increase revenue. Setting up an Authorize.net Merchant Account The Authorize.net Merchant account requires an API Login ID, and Transaction key, both of which are given to you when you purchase an account with Authorize.net. 1. Enter the API Login ID and Transaction Key in the requisite fields. 2. Add any desired text for your Confirmation Message in the confirmation field. 3. Check the Activate this payment method checkbox. 4. Click the "Save" button below. For more information on the Authorize.net Payment Gateway, click here. 126

Chase Paymentech Payment Gateway The Chase Paymentech Merchant Account utilizes the Orbital Virtual Terminal, which offers, a full suite of payment options, all inclusive service, XML based API, and a host of other features and benefits. Setting up a Chase Paymentech Merchant Account The Chase Paymentech account requires a Merchant ID, Terminal ID and Routing Definition, all of which are given to you when you purchase an account. 1. Enter the Merchant ID, Terminal ID, and Routing Definition in the requisite fields. 2. Add any desired text for your Confirmation Message in the confirmation field. 3. Check the Activate this payment method checkbox. 4. Click the "Save" button below. Within the gateway settings for Chase Paymentech, the "Merchant ID, "Terminal ID", and "Routing Definition" and are all required fields. The Merchant ID is the same as the group number, is either 9 or 12 digits long and is given to you by Chase Paymentech when you sign up. The Routing Definition is the same as the bin number so it will be either be 000001 or 000002, dependent on the Group Number. Usually if the Merchant ID is 9 digits then the Routing Definition # will be 000001. If the Merchant ID is 12 digits then the Routing Definition will usually be 000002. The Terminal ID will always be 001. Note: The server IP for your E-Commerce site is 205.178.191.180 For more information on the Chase Paymentech Gateway click here. 127

Cybersource Payment Gateway The CyberSource is a leading provider of payment gateway services and offers a high trustworthy reputation, ease of integration, free customer support, scalability, and business partnerships that help merchants minimize risk, reduce costs and increase revenue. Setting up a Cybersource Merchant Account The Cybersource Merchant account requires a Merchant ID, which is given to you when you purchase an account with Cybersource. 1. Enter the Merchant ID in the requisite field. 2. Enter your Cybersource Certificate image that you received so that it can be displayed on your store. 2. Add any desired text for your Confirmation Message in the confirmation field. 3. Check the Activate this payment method checkbox. 4. Click the "Save" button below. For more information on the Cybersource Payment Gateway, click here. Linkpoint API Payment Gateway The Linkpoint API offers comprehensive payment processing software which gives complete control to the merchants over how payments are processed. It offers the ability to calculate tax and shipping, sales, returns, real-time authorizations, purchasing cards, and real time reports. Setting up a Linkpoint API Merchant Account 1. Once your merchant account is approved, you will receive a Store Number that you use to connect with the Linkpoint Payment center. 2. Enter the Store Number in the requisite field. 3. Enter your Linkpoint Certificate image that you received so that it can be displayed on your store. 3. Add any desired text for your Confirmation Message in the confirmation field. 4. Check the Activate this payment method. 5. Click the "Save" button below. For more information on the Linkpoint API, click here. 128

Payflow Pro Payment Gateway Payflow Payment Gateway is a fully customizable service that allows customer to complete transactions securely on your website. Payflow Payment gateway allows you to accept credit and debit cards with 128-bit SSL encryption and is easy to setup. Setting up a Payflow Payment Gateway 1. Log in to your PayPal PayFlow Pro account manager. You must have a Paypal Manager Account. Click here to begin creating your own Paypal Merchant Account. 2. Navigate to Service Settings > PayFlowPro > Allowed IP Addresses. 3. Enter the following IP address and click Update. o IP: 205.178.191.180 4. Enter your Account ID, Password, and Partner ID in the requisite fields. 3. Add any desired text for your Confirmation Message in the confirmation field. 4. Check the Activate this payment method. 5. Click the "Save" button below. For more information on the Payflow Pro Payment Gateway click here. 129

Paypal Website Payments Pro Payment Gateway PayPal Website Payments Pro is an advanced yet easy to use payment gateway that allows you to control your customer experience from start to finish, with a fast checkout process, and a recognized business standard. Setting up a Payment Pro Payment Gateway The Paypal Website Payments Pro requires that you have a Paypal Business account and setup both Paypal Express Checkout and Paypal Direct Payments. Once you have setup your Paypal Express methods, add the Paypal Website Payments Pro Payment method and enter your email address associated with your Paypal Business Account. Setting up Paypal Express Checkout 1. Log into your PayPal account. 2. Click My Account Tab. 3. Click on the Profile Tab (on the right). 4. Under the Account Information column, you should see the API Access link, click on that link (if you do not see it then your account is not Premier or Business). 5. In the API Access page, click on the first link, "Grant API Access Authorization". 6. Click on the link below, "Custom API Authorization". 7. Partner API username needs to be "billing_api1.monstercommerce.com". 8. Select: o o o o SetExpressCheckout GetExpressCheckoutDetails DoExpressCheckoutPayment DoDirectPayment 9. Click "Submit" Setting up Paypal Direct Payment The following steps assume that the PayPal account has already been set up for PayPal Express Checkout by following the steps in the section above. 1. Log into your PayPal account 2. Click on the Profile section under the My Account Tab 3. Under the Account Information column, you should see the API Access link, click on that link (if you do not see it then your account is not Premier or Business) 4. In the API Access page, click on the first link, API Access Authorization 5. Make sure API Account Name billing_api1.monstercommerce.com is selected 6. Click the Edit button 7. Makes sure that the following checkboxes are selected: RefundTransaction SetExpressCheckout GetExpressCheckoutDetails DoExpressCheckoutPayment 130

DoVoid DoDirectPayment DoCapture 8. Click Submit. Note: PayPal Express Checkout must be enabled in order for PayPal Direct Payment to be enabled. For more information on the Paypal Website Payments Pro Payment Method, click here. Plug'n Pay Payment Gateway The Plug'n Pay WebXpress Payment Gateway offers seamless "plug-in" technology with automatically generated code, transparent upgrades, easy integration, real-time transaction reports, and Quickbooks Integration. Setting up an Plug'n Pay Payment Gateway The Authorize.net Merchant account requires an API Login ID, and Transaction key, both of which are given to you when you purchase an account with Authorize.net. 1. Enter your Username and Password, which you received when you purchased your Plug'n Pay payment gateway. 2. Add any desired text for your Confirmation Message in the confirmation field. 3. Check the Activate this payment method checkbox. 4. Click the "Save" button below. For more information on the Authorize.net Payment Gateway, click here. 131

USA epay Payment Gateway The Usa epay Payment Gateway offers high functionality with an ease of use and solidity that customers expect. Setting up the USA epay Payment Gateway The USA epay payment method requires a Transaction key which is given to you when you purchase an account with USA epay. 1. Enter your Transaction Key in the requisite field.. 2. Add any desired text for your Confirmation Message in the confirmation field. 3. Check the Activate this payment method checkbox. 4. Click the "Save" button below. For more information on the USA epay Payment Gateway, click here. 132

Alternative Payment Methods E-Commerce User Manual The following is a list of alternative payment methods and their associated required fields. At a minimum you must fill in these fields to set up your payment gateway. Click on the method below which expands text on the topic, gives some instructions for setting up the method, and, when necessary, contains a link to the method's web-site. Paypal Express In order to sign up for PayPal Express Checkout you must have a Premier or Business PayPal Account. To setup PayPal Express Log into your PayPal account. Click My Account Tab. Click on the Profile Tab (on the right). Under the Account Information column, you should see the API Access link, click on that link (if you do not see it then your account is not Premier or Business). In the API Access page, click on the first link, "Grant API Access Authorization". Click on the link below, "Custom API Authorization". Partner API username needs to be "billing_api1.monstercommerce.com". Select: SetExpressCheckout GetExpressCheckoutDetails NOTE: If you are setting up Paypal Express as a component of the Paypal Website Payments Pro payment method, you will need to select DoDirectPayment as well. Click "Submit" Google Checkout Google Checkout allows you to use Google as a payment method that accepts Google Checkout payments from your customer's Google Checkout accounts and charges no fees. How To Set Up Google Checkout 1. Sign Up for Google Checkout. 2. Navigate to Settings >> Integration. 3. Enter API Callback URL: https://ecompayments.monstercommerce.com/google.aspx 4. Select Callback Method: XML. 5. In the 'Account Information' section, note your store's: Google Merchant ID and Google Merchant Key. 6. Navigate to the payments section of your site s control panel (this page). 7. Enter the Google Merchant ID and Google Merchant Key you noted in the Integration section of your Google Checkout account. 133

Check The Check method allows you the option of accepting customer checks for payment. You can enable or enable and require the customer to enter their check number and the date payment will be sent. Money Order The Money Order payment method gives you the ability to accept money orders as payment from your customers. You can enable or enable and require the customer to enter their money order number and the date payment will be sent. Customer Account The Customer Account method allows you to accept payments from your customers using an offline system to complete the transactions. You can enable or enable and require the customer to enter their customer account number and purchase order number. Cash On Delivery (COD) The Cash On Delivery option allows you to complete your customer's transaction and send them their order, receiving payment when their order is delivered to them. You can enable or enable and require the customer to enter the date the payment will be made. 134

In Store The In Store payment method allows you to collect customer payments from a brick and mortar store and enter those payments in your site. You can enable or enable and require the customer to enter the date the payment will be made. 135

Settings E-Commerce User Manual Settings offer administrative and cosmetic control over many site aspects. The settings menu is divided into 7 tabs and the functions listed under each are loosely grouped by storefront or control panel changes. Within the Settings page, there are eight different tabs with options you can set up or create. The list below is divided by tab. Each tab has its own set of fields that allow you to further configure your site to suit your online business. Click on a link below for more information on a field within a tab. General The General tab is where you configure the general settings that apply throughout your site. Company Name and default title tag - Enter your company's name which will appear in the title bar on the browser. 136

Primary sender email name - Specify the name displayed when sending an email from the shopping cart. Primary sender email address - Specify the email address from which all your store communications will be sent. Administrative recipient email address - Specify the default email address to which system generated email will be sent. NOTE: The Administrative recipient email address can be overridden for certain emails in the Design section. For Instance, you could create a custom form that, when completed by the customer, is sent to a different email address that you specify on that form. That email will override the default administrative recipient email address for that custom form. Your local time - Set the local time for time-stamps on orders. Display "Powered by Network Solutions" message - Select this option to display the Network Solutions Copyright Thumbnail, Display, and Detailed Image Sizes - Specify the size (in pixels) of your images. 137

Products The Products tab is where you configure settings that affect the way your products are displayed on your site. Label for MSRP price - This will display next to the MSRP on the storefront. Please note that this price will only display if it is higher than the price for your product. Label for your price - This text displays on the storefront by the product's price. Label for sale price - This text displays on the storefront by the product's sale price Label for product savings - This label appears next to the amount of savings for a discounted product. Display Customer Savings - Select the following options from the drop-down menu: Do not display product savings Dollar amount ("You save $30") Percentage ("You save 25%) Both Dollar amount and Percentage ("You save $30(25%)") Display Links to the next and previous product in the current category - Select this option to display the next and previous products for the current category. Display Email a Friend -Displays Email a Friend link on the product detail page. Please SeeEmail a Friend for more Information. Display manufacturer in product detail -Displays the manufacturer name on the product detail page. Label for manufacturer - Specify a label for Manufacturer. Label for manufacturer part number - Specify a label for manufacturer part number. Label for part number - Specify a label for the part number. This will display next to the part number on the storefront. Variation Table Label - Specify a label for Product Variations. Personalizations Label - Specify a label for Personalization Questions. Variation Price Display -Select the following options from the drop-down menu: Display minimum and maximum price Display minimum price Display price only after a variation is selected Display a "free shipping" icon with products, when applicable -Free Shipping image displays on products marked as Free Shipping. Display a "tax free" icon with products, when applicable -Tax Free image displays on products marked as Tax Free. Number of columns in product lists - 1-4 columns available in product lists. Number of rows in product lists - Enter the number of rows for the product listing page. 138

Primary sort order for product lists - Specify the first level sorting used for your products. Products can be sorted by name, price, and sort code. Secondary sort order for product lists - Specify the second level sorting used for your products. Products can be sorted by name, price, and sort code. Show the page results information on product list - Select this option if you wish to display products x- x of x page results. Show the page size selector on page results - Select this option if you wish to show a drop down menu with predefined numbers of products at the top of the product listing. Show the page sort selector on product list pages - Select this option if you wish to display a drop down menu with sort options at the top of the product listing. Product List Purchasing - Select the following options from the drop-down menu: Do not allow product list purchasing Buy Button Only Buy Button and quantity box Text to display on the homepage specials - Specify the labels for your homepage specials. Number of columns to display for homepage specials - Specify the number of columns used to display homepage specials. Up to three (3) columns are available. Number of rows to display for homepage specials - Enter the number of rows for homepage specials. Homepage specials purchase - Homepage specials can be purchased with a buy button, a buy button and quantity box, or not at all. Location to redirect after adding products - After adding a product to the cart you may reload the page, reload the page with a popup, view cart details, enter checkout, or return to the homepage. Stock Display Message - On the product detail page a product can display an out of stock message, the quantity in stock, whether it is in or out of stock, or no stock message. Display products if not in stock - You can hide products out of stock, display products out of stock, or display out of stock products and allow them to be purchased. Message when product is in stock - Custom message to display on products in stock Message when product is out of stock - Custom message to display on products out of stock Display subcategory listings - Subcategories are listed on category listing pages Number of columns to display for subcategories - 1-4 columns are available for subcategories. 139

Orders The Orders tab is where you specify your sites settings in regard to the orders you receive for your products. Message to display when the minimum order amount is not reached - This alerts the customer they have not met the minimum order amount. Minimum order amount - Customers must purchase a minimum amount before checkout is allowed. Checkout The Checkout tab allows you to configure settings that affect a customer's checkout process. 140

User Registration and Membership Specify when and how customers can register with your site by selecting on of the drop-down items. Each Drop-Down Item is explained below. Enabled - Customers will be able to register on the site at any time where a registration link is provided. Disabled - Customers will not be able to register on the site, and no links to registration will be provided by the cart software. Allowed only after checkout - Customers will be able to register on the site after an order has been completed. Login required for checkout - Registration is enabled, and customers must login or register prior to placing an order. Login required to access site (registration enabled) - Customers will be required to login to view the site and a registration link will be provided on the login page. Login required to access site (registration disabled) - Customers will be required to login to view the site, however, no registration link will be provided. With this option enabled, a customer can only login to the site if an account is created for them in the MCP. Display customer IP address during checkout process - Select this option if you want to display your customer's IP address during the checkout process. Email address is option during checkout process - Select this option is you want to make entering an email address optional during checkout process. Check the "Billing address is same as shipping address" option by default - Select this option if you want to make billing and shipping address the same by default. Display shopping cart contents during checkout - Select this option if you want the shopping cart contents to be displayed during checkout. Display product images in shopping cart during checkout - Select this option if you want the cart details to display a thumbnail image of the products. Allow international Customers (Pro Only) - Select this option if you want to allows international customers to check out. 141

Shopping The Shopping tab is where you can configure the basic settings that will affect your customer's shopping experience. Number of days to keep abandoned shopping carts - Specify how many days you want to retain abandoned shopping carts. Shopping carts can be retained for 7.30.90, or 180 days. Show breadcrumb navigation - Select this option if you want to display a breadcrumb trail site-wide. Show thumbnails in the shopping cart detail page - Select this option if you want to display thumbnails in the shopping cart detail page. Display shipping estimates in cart details - Select this option if you want to add a shipping estimator to the cart details page. Display taxed states in cart detail - Select this option if you want to list states that will be charged tax. Continue shopping redirect - Specify how your continue shopping redirect will function. Select an option from the drop-down menu: Previous Location Previous Category/Manufacturer Page Homepage 142

SEO The SEO tab allows you to configure the basic settings for your site's Search Engine Optimization. Default description meta tag content - Enter your description meta tag content. Default keywords meta tag content - Enter your default keywords meta tag content. Page URL Formatting - Specify how you wish your page URL formatting to function. Select an option from the drop-down menu: Alphanumeric only (ex:myproductname.aspx) Delimit words with hyphens (ex: my-product-name.aspx) 143

Security The Security tab is where you configure your site's security settings. SSL certificate type - Specify the SSL certificate type for you site. Select an option from the drop-down menu: Network Solutions SSL Your own SSL Storefront domain name - Specify your storefront domain name. Secure URL - Specify your secure path. 144

Google Analytics E-Commerce User Manual The Google Analytics tab is where you enable your google analytics tool using your tracking code. Google Analytics Tracking Code - Enter Your Google Analytics Tracking Code here. Enable Google Analytics - Select this option if you want to enable Google Analytics. Retrieving your Google Analytics Tracking Code When you login to your Google Analytics account to retrieve your tracking code, please note that the code you enter into the Google Analytics Tracking Code field is not the entire HTML script that Google provides. To Retrieve your Google Analytics Code Login to your account at Google Analytics. Click on Edit button located in the Settings column of your website profile. This will open the Profile settings for your website profile. 145

In the Profile Settings page, click the Check Status link in the upper right section of the page. This will open the Tracking Status Information page. The Web Property ID is the Tracking Code you want. Copy this number and paste it into the Google Analytics Tracking Field in E-Commerce Control Panel. Once you are finished, click Save or Save & Return. 146

Tax Manager E-Commerce User Manual Using the Tax Manager, you can select which states, counties and cities you need to collect tax, including the state(s) where you have a physical store location. You also have the ability to override the taxes provided by our 3rd party tax provider. Note: Network Solutions is not responsible for the accuracy fo any tax rates. Please consult your tax advisor for advice on collecting tax from your customers. Shipping & Handling Combined Please note that if you have selected the option to combine shipping and handling on customer displays, the shipping and handling will be taxed together (depending on what the state, county and city taxes dictate). Selecting your Tax collection areas Use the Tax Manager to select and save those states in which you need to collect tax, including the state(s) where you have a physical location. Because the Taxes are retrieved from our 3rd party tax providers in real time, there is a slight delay when you select a state or county as the information is returned and your new list is populated. We suggest that you make a selection, then allow the requested list to be returned. In the Example below, Illinois has been selected as a state for which taxes are charged. Once you select a state, the Override link appears, which allows you to override the default taxes provided for the state, county, or city in question. To Select a State, County or City: Clicking on the state checkbox will select (or de-select) every county (or city, if you are at the county level) in the list as well as expand (or collapse) that list. Clicking on the name of the state will simply expand (or collapse) the county list (or city list, if you are at the county level) for that state. You may then select which individual counties (or cities if at the county level) you wish to collect taxes in. 147

Because the tax information is retrieved in real time, your selections are saved as they happen. Displaying Tax information In the Order Detail section of the Order, there is a Tax button next to the tax total. Click this button to show the tax breakdown for the order. 148

Overriding the default Tax Rate You can override the default tax rates for any state, county, or city in which you collect taxes. To Override Taxes Select the region (State, County, or City) desired by selecting the checkbox next to the region. Once the systems updates, you will see the Override link appear next to the selected region and any subregions it contains. Click the Override link. This will open the Tax Override Popup. 149

In the Tax Override Popup you can set your new tax rate, elect to tax shipping, or tax shipping and handling combined. At any time you can reset your tax rates to the default rates for the region by clicking the reset link. Once you are satisfied with your tax rate changes, click the Save button to return to the Tax Manager. 150

Search Options E-Commerce User Manual Search options allow you to help define a customer's searching and browsing experience in your store by selecting which fields will be used for search indexing. You can chose to de-select Product Search Fields, Category Search Fields, or enter your own Related Search Terms. Related Search Terms You can use related search terms to help point customers to certain items in your store by defining a search term and the related terms that will appear when the initial search term is entered. Simply enter your search term in the Search Term field, then enter your Related Terms in the Related Term field (separate the terms by comma). When finished, click Add. Import/Export Related Search Terms (Pro Only) Pro - Ecommerce users have the option to Import/Export Search Terms. Import/Export is discussed in detail here. 151

Import / Export (Pro Only) E-Commerce User Manual The Pro E-commerce software has a built-in function which gives you the ability to edit your products or your orders offline and then import them into the MCP via comma separated values, or.csv file. (This file type can be created with most spreadsheet applications such as Microsoft Excel.) The description of this feature is split into two sections, Import, and Export. 152

Import E-Commerce User Manual Using the Import function you can upload a CSV (Comma Separated Value) spreadsheet filled with your Products, Orders, or Related Search Terms. Using the Import Function The Import function can be used to upload both Products, Orders, and Related Search Terms to your storefront. Products To import products (or orders) the very first time, we recommend you start with a blank CSV file so that you can send up the data that the system expects. This is especially important for product uploads as there are more than 30 fields, some of which are required, and some of which require very specific formatting for the storefront to accept them. 153

Export a blank CSV file for Products: 1. From the Home page of your Control Panel, select the Operations tab and click the link to Import/Export. 2. In the Export a CSV File section, click the radio button next to Products. 3. Click Export File to download. 4. When the pop-up displays, make sure you select Save to Disk. Then just click OK. Also note where the downloaded file is being saved, so you know where to look for it. 5. Open your blank spreadsheet from the saved location. Updating current product data If you already have products in your store you can also follow the steps above to download the most current product list and make bulk changes to the product information as needed. Information you can change using the CSV spreadsheet includes: Add/Remove assigned categories Add/Remove assigned warehouses Add/Remove product variations Update stock amount, prices, descriptions, etc. There is only one field that you cannot change for a product, and that is its Product ID. This ID is assigned by the system, which uses it to identify the product in order to update the information about that product. If you change the ID, the system will not be able to identify the product, and the changes will not be uploaded. Consequently, you will get an error message. Add Data To Your Spreadsheet You are now ready to populate the spreadsheet in preparation for uploading. For products, there are more than 30 fields in which you can enter information on a product. The more information you include in the spreadsheet, the more complete the information will be on your storefront. However, not all of these fields are required for a successful upload. On this spreadsheet you will see all the fields listed with their formatting and other requirements. Information for the required fields is identified as bolded text. When you have uploaded your data to the storefront, you will see the following message at the top of the Import section: The products import has completed. The Status field will also show as Processing Complete. This means that your data was successfully uploaded with no problems or errors. Now you can click on the link to View Product List, which will take you directly to the Manage Products page in the Control Panel where you can make any additional changes or updates as necessary. 154

Error Messages The most typical errors that occur in a CSV file are leaving out required information on a product and not using the correct format for a particular field. When you are uploading many lines of data, it is easy to miss something. If something is incorrect or missing on the spreadsheet, the information on that line will not fully import and an error message will display at the top of the Import, along with a link to document, located below the Status in the Import section, with additional information on where the error occurred. This means that the import finished, except for the lines that contained some sort of problem. You will need to find out what the problem was, fix it, and re-send the spreadsheet. When you click on the View Error Document link, you will be opening a CSV file. Each line item in your spreadsheet that contained an error will be listed in this spreadsheet. To see exactly what the error was, scroll to the right until you see the field labeled Errors (currently column AG). This column will tell you what was incorrect that caused the upload to error out. To import these lines successfully you must fix the errors in your spreadsheet and then re-upload the spreadsheet. If you are unsure of what you need to do fix your data, you can refer to the data table that displays any part of an import fails, which gives information on the type of data required in a field, as well as the format in which it must be submitted. (This is the same table that is included on page 3 in this document.) When you re-upload, if all your errors have been corrected, your screen will display the Import completed message at the top of the screen. Note: When importing products, if a product is not assigned to a category, a default category will be created for the product, which will then be associated with that category on the storefront. 155

Orders The product Import/Export feature allows you to maintain your basic order information in an Excel compatible.cvs file. There are six fields of data in an Order.csv file. Updating Orders To update order information simply modify the desired fields in the CSV file and Import it. NOTE: The Order Status must follow the Order Status Flow. Changing the Order Status field to an invalid status will cause an error. Customers The Export Customers feature allow you to view your customer list in an Excel compatible CVS file. Basic customer, billing, and shipping information is included (more information below). We do not support importing customer information at this time. Export The Export function can be used to download products, orders, customers, and related search terms from your storefront. Depending on the type of export you choose, additional fields will appear to allow you to further refine your download options. You have the option of exporting your data in either CSV, XML, or Endicia formats. Exporting a Product List When you select the Products export, you can also select one of three options: Filter Products: Specify whether you wish to export All products or filter your products, either by Category or Manufacturer. File Type: You have the option of exporting in either a CSV or XM format. Simply select the desired file type from the drop-down list. 156

Selected Fields: You can Export All fields or Specify the fields you wish to export. E-Commerce User Manual Export an Order List (Including UPS Worldship and Endicia) When you select the Orders export option, you can also specify one or more of the following options: Export Orders from Date: Specific date range (i.e. 05/18/08 to 05/24/08), or select range from a dropdown list (i.e. Previous week, Current month,, etc.) Export by Order Status: Select the desired Order Status you wish to export (you can select multiple statuses. File Type: You have the option of exporting either a CSV, XML, or an Endicia file. Simply select the desired file type from the drop-down list. For more information on the CSV Order Export, click here. 157

Exporting Orders to UPS Worldship & Endicia UPS Worldship The UPS Worldship accepts a fixed CSV (Comma-separated values) file. At the Import/Export page (Operations > Import/Export) select Orders export, specify your date range and export order status, then choose the standard CSV file type. For more information on UPS Worldship, please click here. Endicia The Endicia shipping software accepts an XML (Extensible Markup Language) file for import. At the Import/Export page (Operations > Import/Export) select Orders export, specify your date range and export order status, then choose the Endicia file type. For more information on Endicia shipping software, please click here. Exporting a Customer List When you select Customers to download, your list includes all customers. Note: To download a Customer mailing list, you will need to switch to the Sales tab and then select the Customer Groups link. You may then create a mailing list group and export it. For more information, please see the Customer Groups help page. Export a Related Search Term List You can export your Related Search Terms as either a CSV or XML file. For more information on Related Search Terms, click here. 158

When you have made all of the necessary selections, click the Export File button. A Windows pop-up will appear asking what to do with the file. Make your selections and click OK to complete the download. 159

Page Redirects E-Commerce User Manual You now have the option to redirect an old page URL to a new one. This will allow your customers to stay within your site even when your pages have been moved or removed. To create a new Page Redirect: Enter the old page URL. Enter the new page URL. Click Create. 160

QuickBooks Integration-Overview What is the QuickBooks Integration? The QuickBooks Integration is a secure tool which allows you to transfer Order, Product, and Customer information between your Online Store and QuickBooks. You will be able to download orders from your Online Store into QuickBooks, complete with all of the Products, Shipping and Billing information, and Customer details. You will also be able to upload Product and Inventory information to your store directly from QuickBooks eliminating tedious double entry work. How much will the QuickBooks Integration cost me? Absolutely nothing! The QuickBooks Integration comes included with the MonsterCommerce Standard E- commerce Shopping Cart Software and is compatible with most versions of QuickBooks for Windows 2005-2007 (see the full list of supported versions here). What if I need help? Remember, if you have any questions about the software that this guide does not answer, our Technical Support Representatives are available to help you 24 hours a day, 7 days a week at (888) 252-ECOM. For help with QuickBooks you can visit their Support Center Online or you can contact support from one of the following numbers: QuickBooks: Basic, Pro and Premier: 1-888-320-7276 Mon. Fri., 6 A.M. to 6 P.M., Pacific Time QuickBooks: Enterprise Solutions: 1-866-340-QBES (7237) Mon.- Fri., 5 A.M. to 5 P.M., Pacific Time 161

QuickBooks Account Settings What settings can I control from my store? From the Control Panel of your Online Store you have the option to select the specific accounts that the information you download from your store will update in QuickBooks. You can also update your Online Store with the list of accounts that you are using, any new Products that you have added, and Product Inventory Quantities from within QuickBooks. Account Settings - Income All Income Accounts can be found from the Chart of Accounts within your QuickBooks Company File. The Income Accounts that are displayed within your Control Panel depend on the choices that you have made within QuickBooks. Your first synchronization will pull your Chart of Accounts into the Control Panel and list all of your Income Accounts. Select the Income Account that would like to have the QuickBooks Integration send Income (Order and Sales) information: Account Settings - COGS The Cost of Goods Sold Accounts (COGS) can be found from the Chart of Accounts within your QuickBooks Company File. The COGS Accounts that are displayed within your Control Panel depend on the choices that you have made within QuickBooks. Your first synchronization will pull your Chart of Accounts into the Control Panel and list all of your COGS Accounts. Select the COGS Account that would like to have the QuickBooks Integration send cost of goods information: Account Settings - Inventory Assets The Inventory Asset Accounts can be found from the Chart of Accounts within your QuickBooks Company File. The Inventory Asset Accounts that are displayed within your Control Panel depend on the choices that you have made within QuickBooks. Your first synchronization will pull your Chart of Accounts into the Control Panel and list all of your Inventory Asset Accounts. Select the Inventory Asset Account that would like to have the QuickBooks Integration send Inventory information: 162

Account Settings - Other settings You will have the option to manage three other settings from your QuickBooks Account Settings page in your Control Panel. You will be able to update the Chart of Accounts from QuickBooks, pull in (upload) new Products that you have added to QuickBooks, and pull in (upload) Inventory Quantities that you have modified in QuickBooks. Pull in Chart of Accounts from QuickBooks on the next sync: When this option is selected your QuickBooks Integration will update the Accounts listed in the drop-down menus for the Income, COGS, and Inventory Asset accounts on the Account Settings Page. If you have recently made changes to your Chart of Accounts it is recommended that you update your Account Settings. Pull in products from QuickBooks on the next sync: When this option is selected your QuickBooks Integration will upload any products from QuickBooks that have not already been entered into your Online Store. You can then use the "Import Products " link to select the Products that you wish to add to your store. Pull in inventory from QuickBooks on the next sync: When this option is selected your QuickBooks Integration will update the Inventory Quantities for any products included in the orders that are currently being synchronized with the newly adjusted Inventory Amounts listed in QuickBooks. **NOTE on Additional Settings: You will see a set of three checkboxes listed under Additional settings. You cannot upload all three of these in one synchronization. When all three checkboxes are selected, the application will ignore the third checkbox (Pull in inventory), sot that inventory will not be uploaded until the next time you synchronize your storefront with QuickBooks. If you want to perform all three operations, we suggest that you click the checkboxes for Pull Chart of Accounts and Pull in products only. Then with a second synchronization, select the checkbox for Pull in inventory only. 163

QuickBooks Integration: Additional Information What fields will carry over when I upload products from QuickBooks? When you create a new Item/Product in QuickBooks there are five fields from the Item Editor that will carry over to the Product Editor in your Control Panel. These fields will determine the Product Name, Price, Quantity, and Descriptions for your Products that you choose to list in your Online Store. Product Name - Item Name/Number: The Product Name field in the Product Editor of your Control Panel will be determined by what you enter into the Item Name/Number field in the Edit Item screen of QuickBooks. Price - Sales Price: The Price field in the Product Editor of your Control Panel will be determined by the price you enter into the Sales Price field in the Edit Item screen of QuickBooks. Stock Quantity - On Hand: The Stock Quantity field in the Product Editor of your Control Panel will be determined by the number of Product you enter into the On Hand field in the Edit Item screen of QuickBooks Short Description - Item Name/Number: The Short Description field in the Product Editor of your Control Panel will be determined by what you enter into the Item Name/Number field in the Edit Item screen of QuickBooks. 164

Full Description - Description on Sales Transactions: The Full Description field in the Product Editor of your Control Panel will be determined by what you enter into the Description on the Sales Transactions field in the Edit Item screen of QuickBooks. What fields will carry over when I download customers into QuickBooks? When you download customer details from a new order into QuickBooks there are nine fields from the Customer Manager in your Control Panel that will carry over to the Customer Center in QuickBooks. These fields will determine the Customers Name (First & Last), Billing & Shipping Address, Company, Phone Numbers, and Email Address for any customers that have placed an order with your Online Store. Customer Name - Last Name + First Name: The Customer Name field in the QuickBooks Customer Center will be the Last Name followed by the First Name for that customer in the Customer Manager of your Control Panel. If this Customer Name already exists in QuickBooks then the QuickBooks Integration will add a random two digit number to the beginning of the name. For example, if the name Doe, John already exists then the Customer Name may be Doe, John 02. First Name - First Name: The First Name field in the QuickBooks Customer Center will be determined by the First Name field for that customer in the Customer Manager of your Control Panel. Last Name - Last Name: The Last Name field in the QuickBooks Customer Center will be determined by the Last Name field for that customer in the Customer Manager of your Control Panel. 165

Phone - (Billing Address) Phone Number: The Phone field in the QuickBooks Customer Center will be determined by the Billing Address Phone Number field for that customer in the Customer Manager of your Control Panel. Alt. Phone - (Shipping Address) Phone Number: The Alt. Phone field in the QuickBooks Customer Center will be determined by the Shipping Address Phone Number field for that customer in the Customer Manager of your Control Panel. E-mail - Email Address: The E-mail field in the QuickBooks Customer Center will be determined by the Email Address field for that customer in the Customer Manager of your Control Panel. Bill To - Billing Address: The Bill To section in the QuickBooks Customer Center will be determined by the Billing Address Section for that customer in the Customer Manager of your Control Panel. What fields will carry over when I download Orders into QuickBooks? When you download Completed Orders from your Online Store into QuickBooks there are twelve fields from the Order Details in your Control Panel that will carry over to the Sales Receipts in the Customer Center in QuickBooks. These fields will determine the Date of the Order, Shipping Information, Billing & Shipping Address, Customer Information, and Product Information for any orders that have been placed your Online Store and you have sent to QuickBooks. **Note: QuickBooks offers you up to five additional fields that you can customize to suit your needs. For the synchronize process, you will need to make one of these fields available. When you start the synchronization, the storefront application looks for system-assigned product IDs in QuickBooks so that the product can be identified and updated. These IDs are stored in one of the customizable fields upon initial download. If you are currently using all five of your customizable fields, the storefront cannot add the product IDs in QuickBooks; therefore, when you try to sync, it will not be able to find the products to update them. 166

Customer Job - Last Name + First Name: The Customer Job field in the QuickBooks Sales Receipt will be the Last Name followed by the First Name from the Customer Information section of the Order Details of the Control Panel. Date - Order Date: The Date field in the QuickBooks Sales Receipt will be determined by the Order Date from the Order Details of the Control Panel. Payment Method - Credit Card Type or PayPal: The Payment Method field in the QuickBooks Sales Receipt will be determined by the form of payment that was used on the Order, usually this will be a Credit Card Type such as Visa, MasterCard, or American Express. Ship via - Shipping Carrier: The Ship via field in the QuickBooks Sales Receipt will be determined by the Shipping Carrier that was selected on the order from the Shipping Method section of the Order Details. Sold To - Billing Address: The Sold To section in the QuickBooks Sales Receipt will be determined by the Billing Address section of the Order Details from the Control Panel. Tax: Taxable items within QuickBooks will have the tax on each item displayed on a per line item view. The total tax for the order will also be displayed at the bottom of the Sales Receipt within QuickBooks from the Order Details within your Control Panel. Ship To - Shipping Address: The Ship To section in the QuickBooks Sales Receipt will be determined by the Shipping Address section of the Order Details from the Control Panel. Qty - Quantity: The Qty line item for each Product within the QuickBooks Sales Receipt will be determined by Quantity line item for each Product from the Order Details in the Control Panel. Rate - Item Price: The Rate field within the QuickBooks Sales Receipt is the individual price per each Product and will be determined by the Item Price from the Order Details in the Control Panel. 167

Amount - Total Price: The Amount field in the QuickBooks Sales Receipt is the total cost for all quantities of each product ordered and will be determined by the Total Price from the Order Details in the Control Panel. 168

E-Commerce QuickBooks Integration Setup E-Commerce User Manual Once you have completed the E-Commerce QuickBooks Setup Wizard there are just a few more steps remaining to integrate your E-Commerce Web site with QuickBooks. 1. Open the QuickBooks software you are integrating with (QuickBooks Financial Software or QuickBooks Point of Sale). Make sure the company you would like to connect to your E-Commerce Web site is open. 2. Download and install the QuickBooks Web Connector. 3. Open the QuickBooks Web Connector. Click the Add an application button in the lower right hand corner and browse to the NetSol Web Connector.qwc file you created and saved using the E- Commerce QuickBooks Setup Wizard. 169

After a few moments an Authorize New Web Service screen will be displayed. Click the OK button. 170

QuickBooks will display a screen for you to authorize access to your QuickBooks company for your E- Commerce Web site. The screen will vary a bit depending on what QuickBooks software you are using. Select the option for allowing access whenever QuickBooks is open and continue. Enter your E-Commerce Control Panel password in the Password field of the QuickBooks Web Connector. Click Yes if asked if you would like to save the password. 171

You may sync your E-Commerce Web site with QuickBooks no more than once every 10 minutes. If you would like the Web Connector to automatically sync your E-Commerce Web site with your QuickBooks software, check the Auto-Run box and enter an interval (in minutes) in the Every_Min field. For example, to sync every 5 hours, check the Auto-Run box and enter 300. Automatic Sync To manually sync, place a check in the box on the left and click the Update Selected button at the top of the QuickBooks Web Connector. Manual Sync After your first sync, go to the QuickBooks Account Settings page in your E-Commerce Control Panel. (Operations tab > QuickBooks > Account Settings). Place a check in the Import inventory on the next sync and Export Orders on the next sync boxes and click Save. Your E-Commerce website is now integrated with your QuickBooks software. Until this step is completed no information will be synced between your E- Commerce Web site and QuickBooks. 172

Design Overview E-Commerce User Manual On the design page you can select your Product Layout Design and manage your Site Design. Click on the appropriate link for expanded information on that option. Product Layout Design The Product Layout design allows you to customize the way your customers see your products in your store. You can choose one of the provided layouts as your active product layout. Pro Only Product Layout Design The Pro E-commerce package has the ability to clone and edit the pre-designed product layouts, or create new product layout designs using the advanced editor. Click Advanced Product Layout for more information. 173

Site Design The Site Design page allows you to manage the look of your site. Your Design Options include: E-Commerce User Manual Template Select a new template for your site from the list of pre-designed templates. Columns - Add or edit new content to your site s left and right columns such as the Featured Products module. Colors, Fonts, & General Style Settings - Change the colors, fonts and style settings for your store regardless of what template you have selected. Storefront & Invoice Logos - Upload your Storefront & Invoice logos or create a new one. 174

Pro-Only Site Design The Pro E-commerce package has additional design options and the ability to create new site designs. Images Manage the images used in your current site design. Header & Footer Create your own custom header and footer using the advanced editor. Pro Only Design Options The Pro E-Coomerce site has other design options you can utilize to further enhance your customer's shopping experience. These options include; Email Design Customize the design of your email communication to your customers. The Email Design feature is explained in detail here. Form Design Custiomize the design of your custom forms. The Custom Forms feature is explained in detail here. Invoice Layout Design Customize your the invoices you send to your customers. The Invoice Layout Design feature is explained in detail here. 175

Templates E-Commerce User Manual The terms Templates and Themes are used interchangeably. There are 50 pre-defined and ready-to-use templates. They are displayed under the following groupings: General Apparel Babies & Kids Computer Electronic Food & Beverage Health & Beauty Home & Garden You also have the option of changing certain elements of a pre-defined template, such as the fonts, colors, and style settings, header and footer information, column settings, etc. See the Design section for additional information on how you can make these changes. Click on a group name to expand the thumbnail section for that group. Each thumbnail has a View link and a Select link. Click View below a theme to display the template full-size for you to review. Click Select to apply the template to your storefront. 176

Setting Up Columns Using Modules in Column Layout Use the Layout Manager to control which element to display in the left and right columns of the storefront. These elements are called Modules. Select the modules under New Modules by clicking the checkbox next to each one you wish to use in a particular column. Use the arrow buttons below the list in the New Modules section to move them to the left or right column. Saving a Module If you would like to retain a module while changing themes, you may place it under the Saved Modules. Simply click on the module from the Left or Right Column list and drag it down to the Saved Module section. When you are ready, just drag the modules out of the Saved Modules section and drop them back into the Left or Right Column section, as appropriate. Click Return at the bottom of the screen when you are finished to go back to the Site Design page. 177

Modules What is a Module? Modules are the functional elements that can be displayed in various locations on your storefront. These elements can be arranged via the Columns page in the MCP. Editing a Module Each Module contained in Columns has its own set of editable options. To edit the modules, click on the pencil icon. The information below explains the editable portions of each module. Browse by Category You may expand your category and subcategory listing in the columns to five levels. **Note: Changing the module name in the MCP does not change the heading on the storefront. Browse by Price You can create custom price ranges for the Browse by Price function. 178

Browse Manufacturers You may change the name of the Browse Manufacturers module in the MCP. **Note: This change is not reflected on the storefront. Custom HTML Custom HTML provides a WYSIWYG Editor to enter your own code. For Standard E-Commerce users, this is where you will put your SSL certificate HTML. For more information on the SSL Certificate, please click here. Links A list of links can be added to either or both of your columns. 179

Login You may only change the name of the Login module. **Note: This change is not reflected on the storefront. Search You may only change the name of the Search module. **Note: This change is not reflected on the storefront. Shopping Cart You may change the name of the Shopping Cart Module or enable a shipping calculator. 180

Pro-E-Commerce Modules The Pro E-Commerce package has additional modules available. Featured Products You may list your 10 Best Selling or 10 Highest Rated products or create your own custom list. Please see the Featured Product Display page for more information. Search Shopping Lists You may change the name of the Shopping Lists Module. Remember, you must Enable Shopping Lists in the Sales > Shopping Lists section. 181

Design Featured Products Display (Standard and Pro) E-Commerce User Manual Add the Featured Products to your storefront (in either the right or left column) the same way you add other modules. However, the Featured Products module is a bit more complicated to set up than the other modules and requires some explanation. Featured Products module The Featured Products module can automatically load your store s 10 best selling products, 10 highest rated products, or a custom list you create from your available products. To Add the Featured Products module: From the Columns page, click the check box for Featured Products. Click the arrow buttons to place the module in the right or left column. 182

To Edit the Featured Products module: Click the pencil icon to open the Edit Module page. Rename the Featured Products module by entering the new name in the Module Name text box. Display product thumbnails and customer prices in your featured products module by clicking on their respective check boxes. To add/remove products to your custom featured products list: Click the check box next to the desired product. Click the right/left arrow buttons to place the product in your custom list. Click the up/down arrows in the Sort Order column to change the order in which the products appear in the list. When you have made all of your selections, click Save or Save & Return. If you make no changes, or you do not want to save the changes you made, click Cancel & Return. 183

Product Layout E-Commerce User Manual Product Layout allows flexibility in the appearance of the product listing page. Click View below each layout to see a full-screen preview of that layout. Click select to apply that layout to the product listing pages site-wide. Pre-defined Product Layouts The current layout is indicated by the word current in parentheses. When you are finished in this screen, click Return to go back to the Inventory page. Pro Only Advanced Product Layout The Pro E-Commerce site has an Advanced Product Layout design feature that is explained in detail here. 184

Advanced Product Layout (Pro Only) E-Commerce User Manual The E-commerce Pro site allows you to create advanced product layout designs, by either cloning the existing pre-defined layouts, or creating your own custom HTML-based layouts. The Product Layout Design Create a Product Layout Design To create a product layout design; Select the Design tab and click on Product Layout Design. If you wish to clone one of the Predefined Product Layouts, click the Clone button under the desired layout. Or, enter the name of the new layout you wish to create in the Layout Name field and click Create & Edit. This will open the Edit Product Layout screen. Edit Product Layout 185

Edit Product Layout Enter your custom HTML code in the Layout HTML field. You can also enter useful HTML code snippits by selecting them from the dropdown box and clicking Insert. Once you are satisfied with your Product Layout, click Save or Save & Return. You can preview your new Product Layout by clicking the Preview button underneath the desired product layout. To activate the new layout, return to the Product Layout Design page and click the Activate button next to the desired layout. NOTE: The Predefined Product Layouts themselves cannot be edited or deleted. 186

Colors, Fonts, and General Style Settings Clicking this link takes you to a page, divided into three sections, or tabs: Colors Fonts General settings Use this page to make changes to one or more of the options, as discussed below. Colors The Colors tab contains a list of all available colors on the storefront. To change a color, either enter the HTML code or click to select a color from the color chooser on the right. Once selected, click Save to apply to the storefront. 187

Fonts Every customizable font is controlled by drop-down options. From these drop-downs, the following items can be changed. Font: Arial, Arial Black. Courier New, Garamond, Georgia, Impact, Lucida Console, Palatino Linotype, Tahoma, Times New Roman, Trebuchet, Verdana. Font Size: Enter a value and select from em, %, px, or pt. Additional options are bold, italic, normal, bold italic, underline, or strikethrough. Font Color: The HTML code for the color can be entered or the color can be selected from a color chooser on the far right. An example of the selected font options will display at the end of each option. Clicking 'Save' applies font changes to the storefront. General There are four areas of the storefront which can contain custom images. Once an image is uploaded from a local machine, it can be positioned and tiled if desired. The column widths can be set as a fixed pixel width or a percentage under the Width & Alignment section. Click the drop-down button to switch between pixels (px) and percentage (%). 188

What is the Logo Manager? Your logo is your branding - the way your customers will recognize your company. The Logo Manager allows you to manage both web and print ready logos for use on the storefront and on packing slips and shipping invoices. How do I use the Logo Manager? The Logo Manager Menu is separated into three sections: Storefront Logo Invoice Logo Generate a Log (utility to generate logo) Storefront Logo displays the default logo from your selected design template. If you have created a custom logo, you may add it to the site. Follow these steps to add a custom logo to your site 1. Click the Browse button. 2. A Windows file menu will open; select the logo image file from your computer. 3. Click the Open button. 4. The path to your file will appear in the "Upload an image" box. 5. Click the Upload button. 6. Your logo will now display in the "Storefront Logo Preview" screen. If you would like to add a logo to your invoices, you may follow these same steps for Storefront Logo in the Invoice Logo section. 189

You also have the option to create your own custom logo based on your current Storefront template. You can download a theme-based blank logo template to your computer. Below the logo upload box, right-click on the blue text and click on the Save Target As option. Once you have created your logo, follow the steps above to upload the image to the store. Generate a Logo You can also generate a logo using the Logo Manager. This will be a very basic logo, based on your current Storefront Template and site settings. To generate a logo, enter your company name and slogan in the text fields. Click the Generate Logo button to create your logo. It will display in the Storefront Logo Preview. 190

Invoice Layout Design (Pro Only) E-Commerce User Manual Using Invoice Design, you can create custom Invoice Layouts. You can also manipulate elements of your invoice, including the logo, layout, and some content. Customize Your Invoice To customize the invoice: Go to the Design tab and click Invoice Design. Once the Invoice Designs page opens, you can either clone one of the provided invoices or create your own invoice. 191

Create a custom invoice layout To create a new invoice layout design from scratch: Enter a new layout name in the Layout Name box and click Create & Edit. This will open the Invocie Layout Design editor. Invoice Layout Design Editor Enter your custom HTML in the layout HTML box. When you are satisfied with the layout, click the Save or Save & Return button. 192

To start with a preexisting invoice layout: Click the Clone button for the desired invoice layout. Click the Edit button on the newly created clone. 193

Make the desired HTML edits or enter your custom HTML in the layout HTML box. When you are finished, click the Save or Save & Return button to return to the Invoice Layout Design Screen. To exit the screen without saving any changes, click Cancel & Return. 194

Email Design (Pro Only) E-Commerce User Manual Pro E-Commerce sites can design custom email forms to enhance their customer's experience. The Email designs available are for Order Confirmation emails, Status Change emails, and Warehouse emails. NOTE: You can only have One (1) email design Active for each type of Email. Order Confirmation Email The Order Confirmation Email is sent immediately to your customer when they place an order on your storefront. Create a new Order Confirmation email design To create a new Order Confirmation Email Design: Enter the desired name in the Email Name field and click Create & Edit. This will open the Edit Email Design page Edit Email Design Enter your text or custom HTML code in the Text Version or HTML fields, respectively. You can also enter useful HTML code snippits by selecting them from the dropdown box and clicking Insert. 195

When you are satisfied with your Email Text or HTML, click Save or Save & Return. Activate your new design by clicking Activate on the Email Design Page. 196

Status Change Email Status Change email is sent to your customers when the status of their order is changed. You can specify the Email to be sent for a particular status change. Create a new Status Change email design To create a new Status Change Email Design: Enter the desired name in the Email Name field and click Create & Edit. This will open the Edit Email Design page. Edit Status Change Design Enter your text or custom HTML code in the Text Version or HTML fields, respectively. You can also enter useful HTML code snippits by selecting them from the dropdown box and clicking Insert. When you are satisfied with your Email Text or HTML, click Save or Save & Return. Activate your new design by clicking Activate on the Email Design Page. 197

Warehouse Email Warehouse email is sent to your customers when products in their order are tied to warehouses with settings enabled to send email. For more information on Warehouses, click here. Create a new Warehouse email design To create a new Warehouse Email Design: Enter the desired name in the Email Name field and click Create & Edit. This will open the Edit Email Design page. Edit Warehouse Email Design Enter your text or custom HTML code in the Text Version or HTML fields, respectively. You can also enter useful HTML code snippits by selecting them from the dropdown box and clicking Insert. When you are satisfied with your Email Text or HTML, click Save or Save & Return. Activate your new design by clicking Activate on the Email Design Page. 198

Theme Images What is a Theme? A theme is a type of template. Each template contains a set of customizable images that match the theme color and style. When you select a new theme, the associated images automatically apply. However, you can also upload custom theme images to the storefront. Click Browse and select the new image from your own files. Follow these steps to select new buttons for your template. 1. Click Browse... in the row that shows the image you want to replace. 2. Browse to the location of the image on your pc and click Open in the browser window. This action will place the location information into the Upload field. 3. Click Upload. Complete this process as needed for each image you wish to replace. When you are finished, click Return at the bottom of the screen to go back to the Site Design page. 199

Custom Forms Design (Pro Only) E-Commerce User Manual Pro E-Commerce sites can use create custom forms which allow your customers to provide you feeback on their shopping experience in your store. Place your custom forms on your pages using the draw function dropdown. Create a new Custom Form To create a new Custom Form, either click the Clone button of an existing form or enter the name of the desired form in the New Form field and click Create & Edit Form. This will open the Edit Form Design page. 200

Editing your Custom Form The Custom Form allows you to add a Confirmation message using the WYSIWYG editor, override your Administrative Recipient Email address, and add form questions. You can change the order that questions appear by clicking the blue arrows next to the desired order and specify whether the questions are Required or Enabled. To Add a New Form Question: Enter the question and select your answer type. The following answer types are available: Check box. Can be used for simple Yes or No answers. Radio Button or Drop Down. The customer can select one attribute from a list of options. Text Customer can enter a free form answer. The store owner may set a max character and line length and charge per character. Set the answer as required, enabled, or both. Then click Create Question. This will open the Answers section for your new Personalization Question. Each answer can have it's own thumbnail associated with it. You can also enable or disable certain answers if you wish them to be hidden from your customers and set certain answers as the default selection. Click the Preview in a new window link to see your new question in it's form When you are satisfied with your Custom Form, click Save or Save & Return button. 201

Header & Footer E-Commerce User Manual In the Pro version of the Shopping Cart, you may customize your site design by changing the predefined header and footer applied with the template. You may edit the existing graphics or text with the WYSIWYG editor or add your own custom images. Follow these steps to modify your Template Header or Footer 1. Choose either the Header or Footer. 2. Modify your text as desired using the WYSIWYG editor. Alternatively, if you wish to modify the HTML directly, you can click on the View/Edit Source code button. You can find this button in the button bar at the top of the Manage Header or Manage Footer text area. 3. Click the Save button at the bottom of the page to complete the process. 202

SSL Certificate E-Commerce User Manual If you have purchased an SSL certificate and received your SSL certificate HTML from Network Solutions, you will need to place this HTML in a custom module. Standard E-Commerce Users You must place your custom HTML code in your Custom HTML module and then place that module on either your left or right columns. To insert your SSL Certificate into your site: Go to the Design tab of the Control Panel and click Site Design Click on the Columns link under Design Options. This will open the Column Layout Manager. Locate your Custom HTML module. If it has not been assigned to the left or right columns, click on the check box next to the module and then click the arrow key to assign it to a column. Once your Custom HTML module has been assigned, click on the pencil icon to edit the module. In the Edit Custom HTML Module page, enter your SSL HTML in the HTML box and click Save or Save & Return. 203

Pro E-Commerce Users As a Pro E-Commerce users you can place their SSL HTML code in any module they choose. You must then place that module in either your left or right columns. To Insert your SSL Certificate into your site: Go to the Design tab of the Control Panel and click Site Design Click on the Columns link under Design Options. This will open the Column Layout Manager. With the Pro-Ecommerce package, you can put the SSL HTML in any module you wish. Click on the check box next to the module you wish to place the SSL HTML in and then click the arrow key to assign it to a column. Once your module has been assigned, click on the pencil icon to edit the module. In the Edit Custom HTML Module page, enter your SSL HTML in the HTML box and click Save or Save & Return. 204

Pre-defined and Custom Pages How do I edit content on my site? The Pages tab in the MCP gives you a list of editable, pre-defined pages on your site. E-Commerce User Manual Pro E-Commerce allows editing of the following pages: My Account, My Profile, Order History, Order Detail, Forgot Your Password?, Search, Register, Change Password, Your Shopping Cart, Sign In, Checkout, Shopping Cart Help, Sitemap, Store Offline, Page Not Found. Editing Content To change the default content, click next to the page you wish to modify. The page editor will open and from here you can edit the Page Name, Title, Meta Keywords, Meta Description, and add custom content of your own with the WYSIWYG editor. Once you have entered your desired changes click Save to return to the Content Manager. 205

How can I create a custom page? In addition to pre-defined pages, you can create your own custom pages for your storefront with E-Commerce Pro. The left-hand menu displays a link to Custom Pages. Click on Custom Pages to open the Content Manager. Enter the name of the new page you wish to create and click Add New Page. The page editor opens with editable fields for Page Name, Title, URL, Meta Keywords, Meta Description, and the WYSIWYG editor. 206

When you are finished, click Save to return to the Content Manager. You will see your newly created pages on the Custom Pages list. 207

Advanced Topics: nsscript Introduction E-Commerce User Manual nsscript is an advanced feature that allows you to use dynamic variables and conditionals to customize certain aspects of your site. In nsscript individual variables, conditionals, and sections are referred to as functions. Basic uses of nsscript are explained below. Operators Arithmetic Operators + Addition Example: <% Product.ImageCount + 2 %> - Subtraction Example: <% Product.ImageCount - 2 %> * Multiplication Example: <% Product.ImageCount * 2 %> / Division Example: <% Product.ImageCount / 2 %> % Modulus Example: <ns:if condition Product.ImageCount % 2 = 1"></ns:if> Assignment Operators = Equals Example: <ns:if condition Customer.Notes = ">!= Not Example: <ns:if condition Customer.Notes!= "> Equal Or Example: <ns:if condition=" Product.HasOnSalePromo Product.HasTaxFreePromo"></ns:if> && And Example: <ns:if condition="product.displayimageurl!= && Product.CustomerPrice > 10.00"></ns:if> Conditionals In addition to a section s pre-defined Conditionals, any of that section s values can be used in a conditional statement. Below is an example using the customer notes value in the Invoice Design section. Example: <ns:if condition="customer.notes!= "><!-- do things --> </ns:if> The Choose statement can be used to create a more complex conditional. In ns:script the Choose When/Otherwise block is used in place of the common If/Else statement. Example: <ns:choose> <ns:when condition="product.imagecount > 1">View More Images</ns:when> ns:otherwise>view Larger Image</ns:otherwise> </ns:choose> 208

Using JavaScript nsscript can also be used within JavaScript. Example: <script type= text/javascript > var prodid = <% Product.Id %>; if (prodid = 120 ){ document.getelementbyid( message ).innerhtml = Hello World ; } </script> Click on a link below for information on using nsscript specific to various areas of your site. Basic Functions Module Functions Content Area Functions Order Functions Invoice Functions Product Design Functions 209

Basic Functions E-Commerce User Manual Basic functions can be used anywhere on the storefront where functions are allowed. This includes; page content, module HTML content, header/footer HTML, product layout, and order confirmation messages. Values: Example: <%Company.Name%> Available Values: CurrentThemePath (String) Company.Name (String) User.FirstName (String) User.LastName (String) User.Name (String) Cart.Count (Integer) Cart.Total (Decimal) Conditionals (Predefined): Example: <ns:if condition="user.isloggedin"><!-- do things --></ns:if> Available Predefined Conditional: User.IsLoggedIn (True/False) 210

Content Area Functions E-Commerce User Manual Content Area functions can be used only on the page content that is displayed in the center column. Quick Order Quick Order allows you to display multiple products on one page for faster purchases. Ten products will be displayed per page. Customers can specify the product quantities needed and click the Add to Cart button once at the bottom of each page. Example: <ns:quickorder showimages="true" showdescriptions="true" showstockmessage="true" /> Syntax: ns:quickorder Parameters: showimages - true/false, true default showdescriptions - true/false, true default showstockmessage - true/false, true default showcategoryselector - true/false, true default showsearch - true/false, true default pagesize - string initialcategoryid - null For an example on how to create a Quick Order custom page, please click here. 211

Invoice Functions Invoice functions can be only used for Invoice Design. Values: Example: <%Order.Number%> Order Values Logo (String) Order.Number (String) Order.Subtotal (String) Order.TaxableSubtotal (String) Order.Discount (String) Order.Shipping (String) Order.Handling (String) Order.ShippingAndHandling (String) Order.Tax (String) Order.GiftCertificateTotal (String) Order.Total (String) Order.Date (String) Order.Status (String) Order.TrackingNumber (String) Order.ShippingMethod (String) Order.IpAddress (String) Order.SalesRep (String) Customer.Email (String) Customer.Notes (String) Billing Values Billing.FirstName (String) Billing.LastName (String) Billing.Company (String) Billing.Address1 (String) Billing.Address2 (String) Billing.City (String) Billing.State (String) Billing.PostalCode (String) Billing.Phone (String) 212

Shipping Values Shipping.FirstName (String) Shipping.LastName (String) Shipping.Company (String) Shipping.Address1 (String) Shipping.Address2 (String) Shipping.City (String) Shipping.State (String) Shipping.PostalCode (String) Shipping.Phone (String) Payment Values Payment.Method (String) Payment.Status (String) Payment.Details (String) Conditionals (Predefined): Example: <ns:if condition="order.hascheckoutquestions"><!-- do things --></ns:if> Available Predefined Conditional: Order.HasCheckoutQuestions (Boolean) Sections: Example: <ns:invoiceitemdetails /> Available Sections: InvoiceItemDetails InvoiceCheckoutQuestions 213

Module Functions Module functions can only be used on the header, footer, and left and right columns Custom HTML module. Login Module Example: <ns:login layout="vertical" logouttext="logout" /> Syntax: ns:login Parameters: layout - vertical (default), horizontal logouttext - "Logout" (default) Search Modules Examples: Manufacturer dropdown: <ns:search type="manufacturers" /> Shopping List search: <ns:search type="shoppinglist" /> Basic search: <ns:search type="custom" text="search:" /> Syntax: ns:search Parameters: type - regular (default), custom, manufacturers, shoppinglist text = "Search:" (default) * only used with custom Shopping Cart Module Example: <ns:shoppingcart showshippingestimate="true" /> Syntax: ns:shoppingcart Parameters: showshippingestimate - false (default), true 214

Categories Module Example: <ns:categories depth="2" expanded="false" /> Syntax: ns:categories Parameters: depth - 1, 2 (default), 3, 4, 5 expanded - false (default), true 215

Order Functions Order functions can only be used on the payment method confirmation message field. Values: Example: <%Order.Subtotal%> E-Commerce User Manual Available Values: Order.Subtotal (Decimal) Order.TaxableSubtotal (Decimal) Order.Discount (Decimal) Order.Shipping (Decimal) Order.Handling (Decimal) Order.ShippingAndHandling (Decimal) Order.Tax (Decimal) Order.GiftCertificateTotal (Decimal) Order.Total (Decimal) Order.Number (String) 216

Product Design Functions E-Commerce User Manual Product Layout Design functions can only be used on the Product Layout Design Layout HTML field. **Note: There are three required Sections for all product layout: Add to Cart, Personalization, and Variations. Values: Example: <%Product.Id%> Available Values: Product.Id (String) Product.Name (String) Product.CategoryID (Integer) Product.CategoryName (String) Product.DisplayNextAndPrevious (Boolean) Product.PreviousProductUrl (String) Product.Type (String) Product.StockMessage (String) Product.ManufacturerLogoURL (String) Product.ManufacturerName (String) Product.ManufacturerNameLabel (String) Product.ManufacturerPartNumber (String) Product.ManufacturerPartNumberLabel (String) Product.PartNumber (String) Product.PartNumberLabel (String) Product.QuantityDiscountsLabel (String) Product.MsrpPrice (Decimal) Product.MsrpPriceLabel (String) Product.CustomerPrice (Decimal) Product.VariationPriceLow (Decimal) Product.VariationPriceHigh (Decimal) Product.CustomerPriceText (String) Product.CustomerPriceLabel (String) Product.SalePrice (Decimal) Product.SalePriceLabel (String) Product.SavingsPercentage (Integer) Product.SavingsAmount (Decimal) Product.SavingsText (String) Product.SavingsLabel (String) Product.ShortDescription (String) Product.LongDescription (String) 217

Product.ImageCount (Integer) Product.UnavailableImageUrl (String) Product.ThumbnailImageUrl (String) Product.DisplayImageUrl (String) Product.DetailedImageUrl (String) Product.DetailedImageGalleryUrl (String) Product.ImageCaption (String) Product.ImageAlternateText (String) Product.VariationsLabel (String) Product.PersonalizationLabel (String) Product.FreeShippingPromoImageUrl (String) Product.OnSalePromoImageUrl (String) Product.TaxFreePromoImageUrl (String) Product.EmailAFriendUrl (String) Conditionals (Predefined): Example: <ns:if condition="product.haspersonalization"><!-- do things --></ns:if> Available Predefined Conditionals: Product.HasPersonalization (True/False) Product.HasShoppingLists (True/False) Product.HasReviews (True/False) Product.HasRatings (True/False) Product.HasRelatedProducts (True/False) Product.HasVariations (True/False) Product.HasSavings (True/False) Product.HasSalePrice (True/False) Product.HasCustomerPrice (True/False) Product.DisplayManufacturer (True/False) Product.DisplayEmailAFriend (True/False) Product.HasMsrpPrice (True/False) Product.HasQuantityDiscounts (True/False) Product.HasFreeShippingPromo (True/False) Product.HasOnSalePromo (True/False) Product.HasTaxFreePromo (True/False) Product.CanBePurchased (True/False) 218

Sections: Example: <ns:productrating /> Available Functions: ProductRating ProductReviews ProductPersonalization ProductVariations ProductAddToShoppingList ProductAddToCart ProductQuantityDiscounts ProductRelatedProducts 219

Email Design Functions Email design functions can be only used for Email Design.. Values: Example: <%Order.Number%> Order Values Logo (String) Order.Number (String) Order.Subtotal (String) Order.TaxableSubtotal (String) Order.Discount (String) Order.Shipping (String) Order.Handling (String) Order.ShippingAndHandling (String) Order.Tax (String) Order.GiftCertificateTotal (String) Order.Total (String) Order.Date (String) Order.Status (String) Order.TrackingNumber (String) Order.ShippingMethod (String) Order.IpAddress (String) Order.SalesRep (String) Customer.Email (String) Customer.Notes (String) Billing Values Billing.FirstName (String) Billing.LastName (String) Billing.Company (String) Billing.Address1 (String) Billing.Address2 (String) Billing.City (String) Billing.State (String) Billing.PostalCode (String) Billing.Phone (String) 220

Shipping Values Shipping.FirstName (String) Shipping.LastName (String) Shipping.Company (String) Shipping.Address1 (String) Shipping.Address2 (String) Shipping.City (String) Shipping.State (String) Shipping.PostalCode (String) Shipping.Phone (String) Payment Values Payment.Method (String) Payment.Status (String) Payment.Details (String) Conditionals (Predefined): Example: <ns:if condition="order.hascheckoutquestions"><!-- do things --></ns:if> Available Predefined Conditional: Order.HasCheckoutQuestions (Boolean) Sections: Example: <ns:invoiceitemdetails /> Available Sections: InvoiceItemDetails InvoiceCheckoutQuestions 221

Videos and Utilities File Manager Videos and Utilities The File Manager is the tool you use for uploading images, files, e-products, themes, and other data to your E- Commerce store. Using the File Manager Click on the File Manager Link, located in the lower left hand side of the Control Panel, under the Utilities headline. This will open the File Manager. 223

The left side of the File Manager is the Folders Tree, which shows you which folders are contained in your website Root directory. The right side of the File Manager shows the contents of the selected folder. At the top of the File Manager are you file management options. These options include: 224

Videos and Utilities Uploading your product images One of the primary uses clients have for the File Manager is uploading images for their products. Although you can browse to the image files as you create your products, using the file manager allows you to upload more than one product image at a time. To upload your product images Open the file manager from the Control Panel Utilities bar. Select the images folder. In the images folder, you can place images for categories, logos, products, and shipping. Select the products folder. Each of your products can have a detail, display and thumbnail picture, all of which can be different if you choose. o o o Detail Product image seen at the detail level of the product (when a customer goes to the specific product page). Display Product image seen in the image gallery for the product. Thumb Thumbnail product images seen in category view of the product. 225

Select the desired folder. Click the Upload files to active folder icon at the top of the file manager or select the Download/Upload option on the display section of the file manager and select upload. This will open the file upload popup. Click the browse button and navigate to the product images you wish to upload. You may upload more than one image at a time. 226

Videos and Utilities Once you have completed your upload, the upload manager will display a message telling you the upload was successful. In the file manager, you will see folder view has been updated with your recently uploaded files. When you are finished uploading files, close the file manager and return to your E-Commerce Control Panel. 227

(This page intentionally left blank) 228