Admin Options - Flow and Explanation

Required Options and Sequence for Setup of a Website:

Site Setup 

Optional Setup Features for a Website:

Site Settings à Product Categories à Add New Item/Edit View Item  à Featured Products à  Other Buttons à Manage Users

 

Required Options and Sequence for Setup of a Store Builder:

Site Setup à Billing Setup à Shipping Setup à Tax Setup à Product Categories à Add New Item/Edit View Item

Optional Setup Features of a Store Builder:

Site Settings à Copy Items à Featured Products à Text Settings à Other Buttons à Manage Users à Create Customer à Auto Process Orders à External Load

To access orders on line for a Store Builder:

View Orders or Customer Lookup

Reporting Features of a Store Builder:

Site Statistics and Generate Reports

 

Below are all the administrative options found in your catalog. Red indicates an option, blue indicates a screen or heading under that option. A ? appears next to all options on the Navigation Bar that indicates an on-line help file is available.

 

Site Setup - click here for help

• Site Basics - general company information

• Header Area - layout, text, graphics, background colors graphics, font color/size/type

• Main Page - layout, text, graphics, background colors graphics, font color/size/type

• Navigation Bar - background colors/graphic, font color/size/type, button graphics, override button text, subcategory settings

• Item List Layout - item properties to display and order on screen, alternating color scheme, display, thumbnail settings

Billing Setup - click here for help (Store Builder option - All features are not available with the Basic Store Builder)

• Checkout Types - informational, credit card, cards accepted, invoice with/without password, print and mail order form

• Miscellaneous Billing Settings - special checkout message, suppress new customer logon

Shipping Setup - click here for help ( Store Builder option - All features are not available with the Basic Store Builder)

• Shipping Choice - no shipping, shipping based on number of items, specified carriers with shipping type options, shipping based on order amount

• International Shipping Zone Setup - zones and rates

• Special Shipping and Handling Settings - handling charge and exemption, shipping exemption order amount, allow customer to specify shipping instructions, suppress shipping preview

Tax Setup - click here for help ( Store Builder option)

• List of States - entry field for tax rate

• List of European Countries - entry of VAT for European countries if catalog set to International

Site Settings - click here for help (All features are not available with the Website and Basic Store Builders)

• Special Purpose Button Visible/Usable By Customers - email, product search, customer logon

• Miscellaneous Settings - email notification per order, new item period, no checkout without logon

• Inventory Settings - email notification to reorder, one email notification per item for minimum quantity, inventory display options, out of stock options

Product Categories - click here for help (All features are not available with the Website and Basic Store Builders)

• Add new Category

• Update, add subcategory, reposition, make private, set button graphics, delete, add/view items link for this category

Add New Item - click here for help (All features are not available with the Website and Basic Store Builders)

• General/Item Basics - product code, product name, category, manufacturer, product description

• Price & Quantity Options - standard price, multiple pricing plan, no defined price, minimum quantity, multiple quantity order

• Shipping Override - overrides general catalog shipping settings for this item

• Shipping Weight (Specified Carriers) - entry for item weight and packaging requirements

• Pictures - upload graphics for this item

• Options - create options e.g. size, color, can upload graphics for this option

• Taxes - overrides general catalog settings for this item

• Discounts - select customers for discount by percent or absolute price

• Inventory - tracking and override of minimum quantity notification

• Special - mark an item on special, does not change price

• Sale - assign a sale price as a percent or absolute value

• Associated Products - select products to be associated with this item

Edit/View Items - click here for help (All features are not available with the Website and Basic Store Builders)

• General/Item Basics - product code, product name, category, manufacturer, product description

• Price & Quantity Options - standard price, multiple pricing plan, no defined price, minimum quantity, multiple quantity order

• Shipping Override - overrides general catalog shipping settings for this item

• Shipping Weight (Specified Carriers) - entry for item weight and packaging requirements

• Pictures - upload graphics for this item

• Options - create options e.g. size, color, can upload graphics for this option

• Taxes - overrides general catalog settings for this item

• Discounts - select customers for discount by percent or absolute price

• Inventory - tracking and override of minimum quantity notification

• Special - mark an item on special, does not change price

• Sale - assign a sale price as a percent or absolute value

• Associated Products - select products to be associated with this item

Copy Items - click here for help (Premium Store Builder option)

• Select a product  to copy

• Assign new product code and name

• Select item properties to copy - pictures, taxes, discounts, special, options, sale

Modify Multiple Items - click here for help (Premium Store Builder option)

• Select Product(s) to change

• Choose Modification - price, sale, spcial

• Enter modifications

• Results - view modifications

Product Search - click here for help (Premium Store Builder option)

• Search by category, manufacturer, product code, product name, special, new or on sale

Featured Products - click here for help (Website and Premium Store Builder Option)

• Select product(s) to be featured

• Select layout

• Select attachment to main page

Text Settings - click here for help (Premium Store Builder option)

• Navigation Bar - replacement for fields not found in Catalog Basics/Navigation Bar

• Item List - replacement for fields not found in Catalog Basics/Item List Layout when a category of items is displayed

• Shopping Cart - replacement for fields when Details of an Item is clicked

• Security - replacement for security message field

• Order Form - replacement for fields found on the Mail and Fax Order form

• Product Search - replacement for fields found on the Product Search screen

• Email Page - replacement for fields found on the customer Email form

• Customer Logon - replacement for fields found on Customer Logon screen

• Customer Nav Bar - replacement for fields for the Customer Navigation Bar found in My Account

• Standards List - replacement for fields found on the Standards List

• Favorites - replacement for fields found on the Customer Favorites List

• Order History - replacement for fields found on the Customer Order History List

• Customer Profile - replacement for fields found on the Customer Profile, other fields will be found in the Billing Text settings

• Change Logon - replacement for fields found on the Customer Change My Logon screen

• Billing - replacement for fields found on the Billing Form

• Verify - replacement for fields found on the Verification page when an order is placed

• Response - replacement for fields found on the final Response page after an order is placed

• Miscellaneous - replacement for Return to Store and Cancel Order fields

Other Buttons - click here for help (Website and Premium Store Builder Option)

• Link - create a link to a web address

• Text page - create a page for text e.g. Terms and Conditions, Shipping Terms, Return Policy etc.

• Button Graphics - upload button graphics

• Link to Button content - link to edit the contents of the button

Button Content - click here for help (Website and Premium Store Builder Option)

• Link - enter/edit/delete the URL

• Text Page - enter/edit/delete the text page

Manage Users - click here for help

• Add/Update/Delete administrative users

Create Customer - click here for help (Premium Store Builder option)

• Customer Profile - enter customer information

• Standards List - setup a standard product list for this customer

• Customer Discounts - set up discounts by item, category, or total order for this customer

• Private Categories - set up private categories for this customer to view

Customer Lookup - click here for help (Premium Store Builder option)

• Customer Lookup - search criteria by all, name, address, phone or email

• Customer Info - latest customer information including list of all past orders

• Customer Profile - enter customer information

• Standards List - setup a standard product list for this customer

• Customer Discounts - set up discounts by item, category, or total order for this customer

• Private Categories - set up private categories for this customer to view

Order Lookup - click here for help (Store Builder option)

• Order Lookup - search criteria by all, name, address, phone, email or order number

• Order Lookup (2) - list of customer with orders

• Past Customer Orders - list of orders issued by that customer

View Orders - click here for help (Store Builder option)

• Date Parameters - for order selection

• New Orders - list of all new successful orders   

               View - display of packing slip for that order, can fill, print or email order from this screen

                Process Selected Orders - email ascii flat file of selected orders, mark selected order as filled

                Setup ascii flat file fields - select fields that will be sent on ascii order flat file

• Previously Filled Orders - list of all previously filled orders

                View - display of packing slip for that order, can print or email order from this screen

• Unsuccessful Orders - list of all orders that did not pass the bank transaction

                  View - display of packing slip for that order, can print or email order from this screen

                   Error - error message returned by the bank

                   Declined - message when transaction is declined by the bank

                  Delete - delete an unsuccessful order

• Incomplete Order - list of orders where the customer left the order, used the Return to Store or Cancel Button

                    View - display of packing slip for that order, can print or email order from this screen

                     Delete - delete an incomplete order

  

Auto Process Orders - click here for help (Premium Store Builder option)

• Set up ascii flat file fields - select fields that will be sent on ascii order flat file

• No Automation

• Batch - automatically send orders in batch, select time frame, enter FTP or email address, enter message if no new orders are issued during the batch interavl

• Real Time - automatically send orders when ever they are received, enter FTP or email address

• Mark Orders as Filled

Generate Reports - click here for help (Premium Store Builder option)

• Product Detail - graphic view of all categories with number of products, select product properties, select report order and print product detail

• Customer Detail - select details for customers with and without orders, with date parameters, select display and print details

• Customer Order Detail - select customers with orders and details of the number of products by order, select display and print details

Site Statistics - click here for help (Store Builder option)

• Display Total Hits - on site for current month

• Display Total Orders - on site for current month

• Display Number of Orders/Hits - on site for current month

• Order Percentage/Hits - on site for current month

• Data Parameters - select other time periods

External Load - click here for help (Premium Store Builder option)

• Customer Template - enter multiple customers' billing and shipping information for upload

• Item Template - enter multiple product information for upload

• File Upload - select file and upload to Internet Conduits database

• Text Page - enter/edit/delete the text page

Manage Users - click here for help

• Add/Update/Delete administrative users

Create Customer - click here for help (Premium Store Builder option)

• Customer Profile - enter customer information

• Standards List - setup a standard product list for this customer

• Customer Discounts - set up discounts by item, category, or total order for this customer

• Private Categories - set up private categories for this customer to view

Customer Lookup - click here for help (Premium Store Builder option)

• Customer Lookup - search criteria by all, name, address, phone or email

• Customer Info - latest customer information including list of all past orders

• Customer Profile - enter customer information

• Standards List - setup a standard product list for this customer

• Customer Discounts - set up discounts by item, category, or total order for this customer

• Private Categories - set up private categories for this customer to view

Order Lookup - click here for help (Store Builder option)

• Order Lookup - search criteria by all, name, address, phone, email or order number

• Order Lookup (2) - list of customer with orders

• Past Customer Orders - list of orders issued by that customer

View Orders - click here for help (Store Builder option)

• Date Parameters - for order selection

• New Orders - list of all new successful orders   

               View - display of packing slip for that order, can fill, print or email order from this screen

                Process Selected Orders - email ascii flat file of selected orders, mark selected order as filled

                Setup ascii flat file fields - select fields that will be sent on ascii order flat file

• Previously Filled Orders - list of all previously filled orders

                View - display of packing slip for that order, can print or email order from this screen

• Unsuccessful Orders - list of all orders that did not pass the bank transaction

                  View - display of packing slip for that order, can print or email order from this screen

                   Error - error message returned by the bank

                   Declined - message when transaction is declined by the bank

                  Delete - delete an unsuccessful order

• Incomplete Order - list of orders where the customer left the order, used the Return to Store or Cancel Button

                    View - display of packing slip for that order, can print or email order from this screen

                     Delete - delete an incomplete order

Auto Process Orders - click here for help (Premium Store Builder option)

• Set up ascii flat file fields - select fields that will be sent on ascii order flat file

• No Automation

• Batch - automatically send orders in batch, select time frame, enter FTP or email address, enter message if no new orders are issued during the batch interavl

• Real Time - automatically send orders when ever they are received, enter FTP or email address

• Mark Orders as Filled

Generate Reports - click here for help (Premium Store Builder option)

• Product Detail - graphic view of all categories with number of products, select product properties, select report order and print product detail

• Customer Detail - select details for customers with and without orders, with date parameters, select display and print details

• Customer Order Detail - select customers with orders and details of the number of products by order, select display and print details

Catalog Statistics - click here for help (Store Builder option)

• Display Total Hits - on site for current month

• Display Total Orders - on site for current month

• Display Number of Orders/Hits - on site for current month

• Order Percentage/Hits - on site for current month

• Data Parameters - select other time periods

External Load - click here for help (Premium Store Builder option)

• Customer Template - enter multiple customers' billing and shipping information for upload

• Item Template - enter multiple product information for upload

• File Upload - select file and upload to Internet Conduits database