EasyStoreMaker PRO 4

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EasyStoreMaker

EasyStoreMaker gives you the opportunity to set up a simple store on your website. Orders placed there can be viewed securely online, giving you all the information you need to keep things organized (e.g. name, shipping address, products ordered, total price and credit card number). Enter your products, set the prices and the tax calculator; you can even select the currency your store will use. All this and more in an easy-to-use interface.

This function allows you to configure a basic e-commerce store for use on your website.

Installing EasyStoreMaker

To install the EasyStoreMaker on your domain:

  • Open the EasyStoreMaker application from the “E-commerce” menu.
  • Click on "Install" button in order to install the application.
  • Click on "Start" to begin using the application.

Configuration

Contact information

In this first step, enter all contact information for your store. This information will be used by visitors to your website who wish to contact the store owner.

  • In order for the store to function correctly, you must enter your Country and State or Province where you physically operate your store from.
  • You can hide your mailing address from the storefront by enabling "Hide address/phone in footer".
  • When you have finished filling in your contact information, click "Next".

Store information

In this section, you can provide a name for your store and upload or link to a store logo.

  • To upload an image from your computer, click the "browse..." button. Use the window that opens to locate the image on your computer and click "ok". Click the "upload" button to upload the image to your store.
  • To link to an image which has already been uploaded or is on a website, enter the URL in the "image path" text box.

When you are finished, click "Next".

To go back to the previous page click "Go Back".

Message information

This section deals with customizable messages which are displayed to customers in specific situations. You can at your discretion fill them in or leave them blank; your store will still function properly.

  • The Introduction Message will be displayed on your storefront's main page
  • The Thank You Message is displayed whenever a customer successfully places an order at your store. You can also include the thank you message in any email confirmations the store sends to customers by selecting the "yes" radio button directly beneath the Thank You message text area.
  • The Download File Message is displayed to customers who purchase a downloadable product from your store.
  • The Maintenance message will be displayed whenever your store is unavailable due to maintenance. Enter a maintenance message in the text box provided.
  • The Disclaimer Notice and Privacy Statement text areas are disabled by default. If you wish to have links at the bottom of your store's pages which will display a Disclaimer Notice and/or Privacy Statement, check the box beside the applicable message areas and enter your text.

When you are finished, click "next".

To go back to the previous page click "Go Back".

Store settings information

In this section, you can indicate the following:

  • Manual or Automatic SKU generation.
  • Unit of measurement for Product Weight (if specified in your product information)
  • Product Sorting and Grouping allows you to specify in what order your catalog items will be displayed. To use product sorting and product grouping, place checkmarks beside "Apply sort" and/or "Apply product".

When you are finished, click "next".

To go back to the previous page click "Go Back".

Order confirmation information

This step allows you to set up login information for your order processing interface. The order processing interface allows you to view filled and unfilled orders; it is accessed from a separate URL and requires a login.

  • The login URL and username is displayed at the top of this section.
  • Select a password for your login using the Password and Confirm Password text boxes.
  • If you would like to receive Email Notifications when orders have been made through your store, select "enable" and provide an email address where the notifications will be sent to. Sensitive information, such as credit card numbers, will not be transmitted by email.
  • Select the Language that you would like your order processing interface to use. This setting is separate from whatever language has been set for your storefront.

When you are finished, click "next".

To go back to the previous page click "Go Back".

Payment type

In this section, you can indicate what payment methods your store will accept.

  • Place checkmarks beside the various payment methods you would like to accept.
    • For checks and C.O.D., you should fill out the applicable Instructions section. This is where you explain to customers who they should (for example) make out their money orders to, mailing address and other important details necessary to complete payment.
  • Please note that credit cards can only be processed automatically by your store if you set up a merchant account and payment gateway. You will have an opportunity to configure your gateway in the “Payment Gateways” section.

When you are finished, click "next".

To go back to the previous page click "Go Back".

Currency information

The Currency Details section allows you to indicate which currency you would like to use in your store. To enable a currency, click on the enable/disable icon to the right of the currency you would like to enable.

  • If you do not want to display the currency's symbol, remove the checkmark beside "Include the currency symbol on all store pages".

Click "next" when you are finished.

To go back to the previous page click "Go Back".

Merchant account

In this section you can setup your merchant account.

A merchant account enables you to accept major credit card payments through your online store. You payment gateway will then securely authorize credit transactions made by customers from you online storefront.

A merchant account is required to process online credit transactions through a payment gateway.

If you have already created a merchant account select "I already have a merchant account and would like to continue my store configuration" and click on "Next" to proceed to the next step.

If you need to create a merchant account select "I would like to setup a merchant account now" radio button and click on "next" to proceed to the next step in order to create a merchant account.

After receiving you merchant account, log in to EasyStoreMaker to complete you payment gateway setup. Click the link on the 'Store Status' page to setup you payment gateways.

Shipping

This section deals with various shipping methods which customers can select. There are 3 main categories:

  • Regional
  • National
  • International

Each category can have subcategories, such as standard delivery, overnight, etc. By default only one shipping method is provided per category.

  • You can configure a shipping method by clicking on the inspection icon (magnifying glass) beside the method, and then entering appropriate information in the section to the right. Click "apply" when you are finished.
  • You can create a new shipping method under a specific shipping category by clicking the "+" symbol beside the applicable category. Next, fill in all applicable information on the right and click "apply".
  • The Instructions text area can be used to indicate the specifics of the shipping method, e.g. "Delivery by regular mail, allow one week for delivery".

When you are finished, click "next".

To go back to the previous page click "Go Back".

Select template

In this step, you can select a template for your store. Store templates affect the color scheme, graphics and specific layout of your store.

  • You can search through the templates by category, by using the drop-down list above the template thumbnails on the left.
  • To select a template, scroll through the list provided and click on the template of your choice. When selected, your template will be marked with a blue checkmark.
  • On the right, some templates will require you to indicate the size of your product images and thumbnails. This information will be used to ensure that your product images will not appear distorted or stretched.

Click "Next" when you are finished.

To go back to the previous page click "Go Back".

Configuration wizard completed

Your configuration is now complete.

  • Your store has now been configured for use.
  • If this is your first time running the wizard, you will still need to add products to your store for sale; if you wish to automate the process of charging credit cards, you will also need to configure a merchant account (found under the "store configuration" section)
  • You can click the link provided in the centre of the screen to begin adding products.
  • If you wish to add products at a later date, click "close".

Store

Status

This section displays useful statistics concerning your store, such as the number of products displayed for sale, number of orders waiting to be processed and number of registered customers.

Contact info

In this section, enter all contact information for your store. This information will be used by visitors who wish to contact the store owner.

  • In order for the store to function correctly, you must enter your Country and State or Province where you physically operate your store from.
  • You can hide your mailing address from the storefront by enabling "Hide address/phone in footer".
  • Click "apply" to save your changes.

Store info

In this section, you can provide a name for your store and upload or link to a store logo.

  • To upload an image from your computer, click the "browse..." button. Use the window that opens to locate the image on your computer and click "ok". Click the "upload" button to upload the image to your store.
  • To link to an image which has already been uploaded or is on a website, enter the URL in the "image path" text box.

Click "apply" to save your changes.

Templates

You can select a template for your store. Store templates affect the color scheme, graphics and specific layout.

  • You can search through the templates by category, by using the drop-down list above the template thumbnails on the left.
  • To select a template, scroll through the list provided and click on the template of your choice. When selected, your template will be marked with a blue checkmark.
  • On the right, some templates will require you to indicate the size of your product images and thumbnails. This information will be used to ensure that your product images will not appear distorted or stretched.

Click "Next" we you are finished.

Languages

You can indicate which languages you would like your storefront to be available in. On the left is a list of all available languages. Use the drop-down list at the bottom-right to select a default language.

  • To make a language available, click on the green arrow to the left of the language you want to enable. The language will be moved to the "Enabled Languages" list.
  • Disable a language by clicking on the green arrow beside the enabled language. The language will be moved back to the list on the left, which displays all unassigned languages.

Click "apply" to save your changes.

Message

This section deals with customizable messages which are displayed to customers in specific situations. You can at your discretion fill them in or leave them blank; your store will still function properly.

  • The Introduction Message will be displayed on your storefront's main page
  • The Thank You Message is displayed whenever a customer successfully places an order at your store. You can also include the thank you message in any email confirmations the store sends to customers by selecting the "yes" radio button directly beneath the Thank You message text area.
  • The Download File Message is displayed to customers who purchase a downloadable product from your store.
  • The Maintenance message will be displayed whenever your store is unavailable due to maintenance. Enter a maintenance message in the text box provided.
  • The Disclaimer Notice and Privacy Statement text areas are disabled by default. If you wish to have links at the bottom of your store's pages which will display a Disclaimer Notice and/or Privacy Statement, check the box beside the applicable message areas and enter your text.

When you are finished, click "next".

Orders

This step allows you to set up login information for your order processing interface. The order processing interface allows you to view filled and unfilled orders; it is accessed from a separate URL and requires a login.

  • The login URL and username is displayed at the top of this section.
  • Select a password for your login using the Password and Confirm Password text boxes.
  • If you would like to receive Email Notifications when orders have been made through your store, select "enable" and provide an email address where the notifications will be sent to. Sensitive information, such as credit card numbers, will not be transmitted by email.
  • Select the Language that you would like your order processing interface to use. This setting is separate from whatever language has been set for your storefront.

When you are finished, click "next".

Settings

In this section, you can indicate the following:

  • Manual or Automatic SKU generation.
  • Unit of measurement for Product Weight (if specified in your product information)
  • Product Sorting and Grouping allows you to specify in what order your catalog items will be displayed. To use product sorting and product grouping, place checkmarks beside "Apply sort" and/or "Apply product".

When you are finished, click "apply".

SSL

This section displays the details of your SSL (https://) address. It will be automatically used when customers place orders through your store.

Catalog

In this section you can create the catalogs you would like to use in your store, e.g. Sporting Goods, Women's Apparel, Electronics, etc.

  • To edit a catalog, click on the inspection icon beside the catalog you want to edit. You can edit your catalog information to the right. Click "apply" to save your changes.
  • To add a catalog, click the Add (+) button at the top of the catalog list. Enter in all applicable information in the fields to the right, and click "apply" to save your settings.

Product

A list of all products are displayed in the Product Management section. Using the drop-down lists provided, you can display products found in specific catalogs, and sort the order of their display by product name or SKU number.

  • To add a new product, click the Add button (+) located at the top of the list.
  • When adding a new product, several sections appear below the list.
  • Under Product details, fill in all essential information, such as name, description, SKU number, and Price. You can also set the weight, sale price (click checkmark to apply sale price) and maximum quantity per order.
  • The Product Prompt section allows you to fill in additional options for your item, such as size or color. To add a prompt, click on the inspection tool beside the first prompt (or second prompt if you have already added one), and fill in the applicable options (e.g. small,medium,large). Click "update" to apply your prompt settings.
    • You can enable and disable product prompts by clicking on the circle immediately to the right of the prompt. A grey circle indicates disabled; a green circle indicates the prompt is enabled.
  • The Product Images section allows you to specify images of your product, which will be displayed in your store. You can have multiple images set up for a single product.
    • To upload an image, click on the inspection icon beside the image placeholder which you wish to configure.
    • Use the "browse" button to locate the image on your computer, then click "upload".
  • The Product discount section can be used to set up a discount on your item when a certain quantity of your product has been ordered. Examples: $5.00 off when 3 or more items are purchased; 30% off when more than 10 items are purchased.
  • You can track your Product stock level by filling in the current stock level in the section provided.
    • You can set a level at which you will receive a warning by email that the stock level is getting low.
    • You can set your item to be automatically marked as "sold out" if your stock becomes depleted for this item.
  • You can indicate which catalogs you would like this item to be placed in using the Assign to catalogs section. On the left is a list of all available catalogs.
    • To assign a catalog, click on the green arrow to the left of the catalog you want to assign. The catalog will be moved to the "Assigned catalogs" list.
    • You can remove an item from a catalog by clicking on the green arrow beside the assigned catalog. The catalog will be moved back to the list on the left, which displays all available catalogs.
  • Click "apply" to add your product

Product Import

This section will allow you to import multiple products from a CSV (comma separated values) or MS Excel file into your store.

Product Export

This section will allow you to export your current products from your store to a CSV (comma separated values) file and download it.

Payment

In this section, you can indicate what payment methods your store will accept.

  • Place checkmarks beside the various payment methods you would like to accept.
    • For money orders, checks and C.O.D., you should fill out the applicable Instructions section. This is where you explain to customers who they should (for example) make out heir money orders to, mailing address and other important details necessary to complete payment.
  • Please note that credit cards can only be processed automatically by your store if you set up a merchant account and payment gateway. You will have an opportunity to configure your gateway in the "Payment Gateways" section.

When you are finished, click "apply".

Currency types

You can indicate which currency you would like to use in your store. To enable a currency, click on the circle to the right of the currency you would like to enable.

  • If you do not want to display the currency's symbol, remove the checkmark beside "Include the currency symbol on all store pages".

Click "Apply" when you are finished.

Payment Gateways

Payment Gateways allow you to accept real-time credit card payments. Transactions can only be processed if your store currency matches the currency selected in your payment gateway.

Store Discount

Provide a global discount for all orders placed on your store that exceed your selected threshold.

Methods of shipping

This section deals with various shipping methods which customers can select. There are 3 main categories:

  • Regional
  • National
  • International

Each category can have subcategories, such as standard delivery, overnight, etc. By default only one shipping method is provided per category.

  • You can configure a shipping method by clicking on the inspection icon (magnifying glass) beside the method, and then entering appropriate information in the section to the right. Click "apply" when you are finished.
  • You can create a new shipping method under a specific shipping category by clicking the "+" symbol beside the applicable category. Next, fill in all applicable information on the right and click "apply".
  • The Instructions text area can be used to indicate the specifics of the shipping method, e.g. "Delivery by regular mail, allow one week for delivery".

Countries

In this section you will be able to select the countries with which you would like to do business. Users from unselected countries will not be able to purchase from your store.

Tax

'Tax rates'

Define tax rates to be mapped to one or more tax zone(s).

A tax rate will be displayed on the storefront as the tax title.

To add a tax rate click on "Add" , the window to the right will become active and ere you will be able to enter the name of the tax and the percentage applied.

Click" Apply" to save the changes you have made.

'Tax zones'

The Tax Zones interface is used to determine when a particular tax should be applied. To add a tax to a specified zone, click on the inspection tool beside the region you want to apply taxes to (for example, to apply a federal tax, add it to your country zone, e.g. "Canada").

  • Use the drop-down menus to select a tax from the list you created in the "Tax Rates" section.
  • You can also indicate if this tax is compounded or added to taxes which may apply to sub-regions.
  • Click "apply" to save your tax settings for that zone.

You can add other countries or zones within a country by clicking on the applicable "add" button. Enter your tax information on the right and click "apply" to save the tax settings for the new region.

'Tax summary'

The Tax summary section lists all tax rules which you have set up using the Tax Rates and Tax Zones interfaces. This list is provided to provide you an overview and spot any potential issues.

Customer

This section will display a list of customers who have registered at your store. Registered customers can save their personal details (shipping address, credit card number, etc.), which speeds up the process of placing orders through your store.

  • You can view registered customers' contact information on the right by selecting a customer from the list on the left.

Add products

Product info

Please pick a product type and then fill out the required product details.

  • Under Product details, fill in all essential information, such as name, description, SKU number, and Price. You can also set the weight, sale price (click checkmark to apply sale price) and maximum quantity per order.
  • The Product Prompt section allows you to fill in additional options for your item, such as size or color. To add a prompt, click on the inspection tool beside the first prompt (or second prompt if you have already added one), and fill in the applicable options (e.g. small,medium,large). Click "update" to apply your prompt settings.
    • You can enable and disable product prompts by clicking on the circle immediately to the right of the prompt. A grey circle indicates disabled; a green circle indicates the prompt is enabled.
  • The Product Images section allows you to specify images of your product, which will be displayed in your store. You can have multiple images set up for a single product.
    • To upload an image, click on the inspection icon beside the image placeholder which you wish to configure.
    • Use the "browse" button to locate the image on your computer, then click "upload".
  • The Product discount section can be used to set up a discount on your item when a certain quantity of your product has been ordered. Examples: $5.00 off when 3 or more items are purchased; 30% off when more than 10 items are purchased.
  • You can track your Product stock level by filling in the current stock level in the section provided.
    • You can set a level at which you will receive a warning by email that the stock level is getting low.
    • You can set your item to be automatically marked as "sold out" if your stock becomes depleted for this item.
  • You can indicate which catalogs you would like this item to be placed in using the Assign to catalogs section. On the left is a list of all available catalogs.
    • To assign a catalog, click on the green arrow to the left of the catalog you want to assign. The catalog will be moved to the "Assigned catalogs" list.
    • You can remove an item from a catalog by clicking on the green arrow beside the assigned catalog. The catalog will be moved back to the list on the left, which displays all available catalogs.

Uninstalling EasyStoreMaker 5

To uninstall the EasyStoreMaker Pro from your domain:

  • Open the EasyStoreMaker application from the “E-commerce” menu.
  • Click on "Uninstall" button. (Everything is permanently deleted).
  • EasyStoreMaker has now been uninstalled.

Please note that uninstalling EasyStoreMaker permanently deletes all related records from your domain. If you reinstall EasyStoreMaker at a later date, all the information you entered during your previous installation will have to be re-entered.

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