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Course Catalog-1 Manage Products

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  1. Contacts

    1. Add New-This is where you will add new contacts or customers to the system, this should be used if you are creating a single profile on the customer's behalf
      1. This will present you with a form, the only required fields to create a profile is name, email and phone number, however if you fill in the shipping and billing addresses they will be saved and won’t be required to be entered later. 
      2. At the top of the page you will see some additional options
        1. Terms/Credit Limit, this will allow this customer to place orders without payment.
        2. Sales Rep, this is the sales rep the client will be assigned to
        3. Pricing Tier, this will be the default tier this client will receive, you can customize further later 
        4. See Edit Contact page for more detailed description of features and functions associated with creating and editing a contact. 
    2. Import-This system allows you to import a contact list and create profiles for those clients 
      1. You will first be presented with a a list of letters for the column with description of the customer data, this is the format your data should be in. 
      2. You will be given a visual example of what the CSV will look like
      3. Clicking the link Labeled 'comma separated value .CSV' will down load an already formatted template for you to use.
      4. Once your data is formatted correctly upload the file and click Upload/Map
      5. You will be presented with a series of drop downs.
        1. Send New Contact Welcome Letter, this will send an email to all of the contacts you are importing
        2. Assign Imported Contacts to, this is the sales rep they are assigned to
        3. Set Default Pricing tier allows you to set the pricing tier for all of the clients you are importing. 
        4. Then you will see drop downs for all of the data, if your file is formatted correctly, they should all match, but if you made a mistake in your data but have gotten this far you can use the drop downs to map the columns however is necessary.
    3. Export- You can export your contacts into a CSV file
      1. Clicking this in the left or top menu will download a complete list of all of your clients and stats associated with them. 

  2. Browse Contacts Page

      1. Basic Search-This allows you to search for clients by phone number, email, first name, last name or CID (Customer ID).
      2. Advanced Search-This allows you to search using many different criteria at once, input a search click enter on your keyboard and input another search, repeat this process as many different times as desired or needed, then click go next to the search field. The search will be performed on all of your entries and serve results based on the multiple searches. 

    2. Filters

      1. Sales Reps-See only clients that are assigned to the selected sales rep.
      2. Leads or Customers-Customer is a contact that has placed an order and a lead is a contact that has simply created a profile but has never processed an order. Use this filter to see only leads or only customers. 
      3. With/Without Company Name-See contacts that have supplied a company name or contacts that have not supplied a company name
      4. Customer Status 

      5. Customer Add-on

        1. High Priority-Indicates with Red Dot, means client should or is required to receive extra attention, further clarification can be provided on the clients contact page using internal notes. 
        2. Free Coating-Client is not charged for coating. (If coating has a set-up fee applied this function will not work, only pricing from within the calculating values is exempt.) 
        3. Reseller-Tagging is removed from all orders and customer is given re seller privileges allowing them to drop from themselves to their customers. (This function is automatically applied when using internal shipping functions and requires no additional actions by an adimnadmin) 
        4. Tax Exempt-Client tax exempt number is added to profile and sales tax is not charged. 

    3. CRM Sheet Columns

      1. Check Box-You may select any grouping of contacts you choose to perform a mass contact function by checking the box next to the contact's name or clicking "Al" at the top of the column. 
      2. Mag Glass-Get a snap show of the contact's information
      3. ID (Customer ID Number)-This number is assigned to the contact automatically, it can be used to search and identify the customer.
      4. Contacts (Customer's Name)-Customer's name, when click launches the View Contact page of that contact
        1. FB Logo-If the FB logo is present that means the contact was created by login in with their Facebook page. 
      5. Email Address-The email address and login for the contact's account, when clicked will launch an email draft in the default mail program of the computer being used to view the page.  
      6. Orders-This will be the number of orders and jobs that the contact has placed. Orders being the first number and jobs being the second, for example if the customer had 5 orders and 8 jobs it would be displayed as 5/8. 
      7. Login-Clicking this next to any contact's name in the browse orders page will log you into the store as that customer allowing you to process orders as the customer.
      8. Gear (Edit Contact)-This will launch the edit Contact Page of the customer. 
      9. Red X (Delete Contact)-This will delete the client, this action can only be performed on leads (Customers who have never placed an order). 
      10. Credit-If the customer has been issued any in house credits the total amount will be displayed here. 
      11. Sales Rep-The sales rep the contact is assigned to will be displayed here. 
      12. Pricing Tier-The lowest pricing tier the contact is assigned to will be displayed here. For example if a contact's default pricing tier is Retail but on one product they have been assigned to Tier 3, Tier 3 is what will be displayed here for that customer. 
      13. Type-Lead or Customer
      14. Disable-Disable Client's Ordering Ability

    4. Mass Contact Functions

      1. Store Credit-Add store credit in any amount you choose to multiple accounts at once, keep in mind you can only apply the same amount to accounts at once. 
      2. Free Coating-Add Free coating function to multiple accounts at once. 
      3. Status-Change the status of multiple accounts at once. 
      4. Mass Share Contacts-This function allows you to assign multiple sales reps to a single account. This function will override the existing sales rep assigned to that contact's account.
      5. Delete Contact-Delete multiple contacts at once (this action can only be performed on contacts that have never placed an order (Leads))
      6. Undelete Contacts-Contacts are never actually completely deleted from your system, you can still access them and reinstate them to functioning and working order. 

  3. Edit Contact Page

    1. Terms/Credit Limit

      1. Terms allows the client to place orders without payment and without an override code. Their sales are tracked in your Unpaid Report you can set Net 7, 15, 20, 30, 45 and 90 day terms.

      2. Credit limit is the amount the client on terms can spend within the allotted net timeline. So if you give Net 30 with a $10,000 spending limit they can spend $10,000 within 30 days. The system will not let them exceed their spending limit or place orders if their account goes past due. 

    2. Sale Rep

      1. This is the sales rep the client is assigned to. This can be edited at any time.

    3. Default Tier

      1. Default pricing tier is the the blanket pricing tier the customer is given. 

    4. Edit Tier Pricing

      1. This allows you to override the default pricing tier on specific products and options. You can assign any pricing tier to any product or option, You can also set custom prices for a client on specific products and options using this system. This is the best to utilize pricing matching. 

    5. Customer Info

      1. Billing Info-This is the contact's default billing information, contacts can store as many different billing addresses as they'd like that can be accessed through their profile. 
      2. Shipping Info-This is the contact's default shipping information, contacts can store as many different shipping addresses as they'd like that can be accessed through their profile.
      3. Email-This is the login info for the account and the primary email that will receive all correspondence from the system. 
      4. Alt Email-This email will receive all correspondence from the system but cannot be used to login.
      5. Email Verify-This allows you to verify if the email is a real email or spam bot or phishing email. 
      6. Password-This is the password the contact will use to access their account. 
      7. AIM-Contacts can supply their AIM as an additional method of contact. 
      8. SMS-This is the text message number that will allow the customer to receive texts with updates on their order. 

    6. Internal Notes/Log

      1. Any notes that are made about the client will be seen here. The information tracked is the date, time and who made the note. These are strictly internal and cannot be seen by the client.
      2. if an in-house credit is added to a clients account it will be tracked here

    7. Extras

      1. High Priority-Indicates with Red Dot, means contact should or is required to receive extra attention, further clarification can be provided in contact notes. 
      2. Reseller-Tagging is removed from all orders and customer is given re seller privileges allowing them to drop from themselves to their customers. (This function is automatically applied when using internal shipping functions and requires no additional actions by an adimn) 
      3. Free Coating-Client is not charged for coating. (If coating has a set-up fee applied this function will not work, only pricing from within the calculating values is exempt.) 

      4. Extended Cut-Off-Extended cut-off can be added by the client at the time of order or by an admin after the fact by checking this box. Extended cut-off is the later time for production cut-off for the day the order is being placed to be counted towards the turnaround timeline. 

      5. Affiliate Credit-This is the amount of credit the contact will be used when someone signs-up and places an order on the store as a result of clicking on this contact's affiliate link. The affiliate link can be found in the contact's profile when logged in. 

      6. Extended Cutoff-The amount the contact must pay to extend cut-off on their orders. 

      7. Convenience Fee-This is the default convenience fee for placing orders for the contact when logging in as them through the admin. 

      8. Store Credit-This is an in house credit that automatically deducts from their order, credits added are documented in the contact notes section of the view contact page. 

        1. Send Credit Notice-This sends the contact a notification that a credit has been added to their account. 
      9. No Tagging-This removes the No tagging Options from jobs placed through this contact's account. 
      10. Resend Account Info-This sends the welcome email to the contact again including all of their login credentials and account information.
      11. Free Shipping-This gives the account Free Shipping on all orders. 
      12. Disable Promo Code-This disables all promo codes on the account and prevents them from being eligible for the discounts. 
      13. Can Save Credit Cards-This gives or revokes the ability for the contact to save credit cards to their account. 
      14. Do Not Call-This adds the contact to your do not call list 
      15. Newsletter Opt-Out-Prevents contact from receiving email blasts sent through the system contact blaster. 
      16. Sample Pack Request- Indicates the contact has requested samples 
      17. Sample Pack Sent-Indicated the requested samples have been sent (This action happens automatically when the Sample pack report is ran)
      18. Sample Feed Back Sent-Indicates the sample pack feed back follow email has been sent (This email is sent automatically 4 days after the samples are sent 

    8. Save Buttons

      1. Save and Return to Contact List-This will save any changes or actions you have taken on the page and jump you back to the browse contacts page
      2. Save and Return to View Contact-This will save any changes or actions you have taken on the page and jump you back to the view contact page of the contact you were just editing
      3. Save and Return to Previous Page-This will save any changes or actions you have taken on the page and jump you back to the last page you were viewing prior to editing this contact
      4. Save and Stay on Page-This will save any changes or actions you have taken on the page and keep you on the page to check changes and make further changes if needed. 

    9. Sales Reps

      1. Add Sales Rep-Select a sales rep from the drop down and click Add sales rep, this will open up a slider that will allow you to split the commission of a contact between multiple sales reps. 

  4. View Contact Page

    1. Edit Prices

      1. Click this button will launch the edit prices system of the contact you are viewing. This will allow you to change the pricing tier of a specific product category, product, option or value. You can use any of the existing pricing tiers or set a custom price at the value level. 

    2. View Prices

      1. This will open the contact's customer profile Complete Pricing Comparison system in a new tab. This shows the completely catalog in a pricing grid where options can be selected and prices can be easily seen side by side. 

    3. Shipping Markup

      1. This allows you to edit the shipping mark-up for this contact based on your negotiated rates from UPS or Fedex. 

        1. First select the provider you wish to edit. 

        2. You will the be presented with a grid.

          1. You may enter an override price, so if you want this contact to get free ground shipping you would enter 0.00
          2. Floor Percentage Mark-up, this is the max percent mark-up that will be applied to shipping
          3. Floor Dollar Mark-up, this is the minimum amount added as a mark-up on shipping
          4. Floor Weight, This is the minimum weight meaning no matter what all shipments will be calculated as being at least this weight.  
          5. Ceiling Percentage Markup-This is the percentage applied to shipments that are the ceiling weight or more
          6. Ceiling Dollar Markup-This is the flat dollar mark-up added to shipments that are the ceiling weight or more

          7. Ceiling Weight-This is the max weight for the sliding scale anything over the ceiling caps off at the ceiling percentage and dollar. 

            1. Shipping marks up are a sliding scale. if the floor percentage is set to 35%, with a $2 Floor Dollar and a floor weight of 1 then a 10% ceiling percent, $5 ceiling dollar and 200 ceiling weight. 

              1. Example 1. (We'll use round number, these are not true shipping costs)
                1LB=Negotiated Rate of $5
                $5+2+($5*.35)=$8.75 (Total Mark-up of $3.75)

              2. Example 2. (We'll use round number, these are not true shipping costs)

                 
                200LB=Negotiated Rate of $200 
                $200+$5+($200*.10)=$225 (Total Mark-up of $25) 

    4. Submit Custom Quote -More Below

      1. This launches the contact's profile page in a new tab to the custom quote interface, here you can see previously submitted quotes and submit new quotes. (This is the same system they see when submitting quotes)  

    5. Create Custom Order -More Below

      1. This system allows you to create custom products, you can copying from existing products utilizing the predefined options and values and simply customize or build entirely new products from scratch.  

    6. Manage Credit Cards

      1. Here you may view, edit and delete credits cards saved by this contact or you may insert a new card for them.  

    7. View Storage Area

      1. The storage area is a place that contacts can upload files. Each contact is given 300 MB of storage and can upload any file they like. From this system in the admin you may view the files uploaded to a contacts's storage area. From this system you can download files, view files, proofs files or assign them to approved or on hold jobs on this contact's account. 

    8. Gear Next to Name

      1. This lunches the edit contact page. 

    9. Red X Next to Name

      1. This allows you to delete the contact from the system, this can only be done for contacts that have not placed any orders. 

    10. Globe Icon Next to Address

      1. This launches a Google map of the contact's address, this great if you need a quick reference of a location, you can even do street view. 

    11. Client Info

      1. This is a number assigned to the contact that is searchable.
      2. Customer Since-This is the date the contact was created
      3. Sign Up Method-This will identify how the contact was created- Self Sign-up on Website or Admin Sign-up. 
      4. Payment terms-This identifies the terms that are set on the edit contact page
      5. Last Login-The date and time of the last time this contact logged in.
      6. Sales Rep-This is the sales rep or reps assigned to the account. 
      7. Default Pricing Tier-This is the default pricing tier set to the account
      8. Non-Default Pricing Tier-This is the lowest teir set for any specific products, if there is a custom price set for any products Custom will display here.
      9. Extras-High Priority, Free Coating, Reseller & Tax Exempt will be indicated here is they are set for the contact
      10. Extended Custom Amount- This is the amount set for the contact to extend their cut-off on orders. 
      11. Convenience Fee- The preset convenience fee for the account will be displayed here or if the site default is used. 
      12. Store Credit-Any available store credit presently available on the account will be displayed here.
      13. Referred From-'This is How They Heard' about you 
      14. Sample Pack Requested- Indicates if the contact has requested samples 
      15. Sample Pack Sent-Indicates if the requested samples have been sent (This action happens automatically when the Sample pack report is ran)
      16. Sample Feed Back Sent-Indicates the sample pack feed back follow email has been sent (This email is sent automatically 4 days after the samples are sent)

    12. Order Stats

      1. Actual-This gives the actual stats of the account including orders for the day, yesterday, the current the current week, the current month, current year and total ever.
      2. Average-This looks at the account and breaks it down into averages for daily, weekly, monthly and annually

    13. User Coupons

      1. Any contact only coupons that are available in the system will be listed in this drop down and can be assign to the contact to allow for them to use. 

    14. Internal Notes

      1. Any notes that have been left on the contact or any credits that have ever been added to the contact's account will be listed her

    15. Login as

      1. Clicking this will log you into the store as that contact allowing you to process orders as the customer.

    16. Cart Items

      1. This will show a history of abandoned carts which are products that have been added to the contacts cart but not converted into orders, it will give the date & time of the action and show the product they were looking at and the charging price of the product based on their assigned tier.  

    17. Order History

      1. This is a complete order history of the contact, if a contact has an extensive order history only a portion of the complete history will be displayed by default, you may click this button and load additional jobs to the page 20 at a time.  

    18. Search by

      1. This allows you to search the contacts jobs history using the job id. 

    19. Advanced Search

      1. This allows you to search the contact's job history using the Shipment Tracking ID,  Internal Shipment ID, Order/Job/Quote Number, Job Name, External Reference Number

...

  1. Home Page

    1. Yellow Header

      1. Job Requires Action-This is static throughout the Admin

        1. If there are jobs in statuses Pending, On Hold, Approved, Pre-Press or In Production, that have Require Action set, the total number of jobs will be displayed, for example 3 Jobs Require Action
        2. When this is clicked it directs you to the Browse Orders page with all of the jobs listed

      2. Jobs OVERDUE

        1. If there are jobs past their due date this link will be present with total number of jobs past due, for Example 2 Jobs Over Due
        2. When this is clicked it directs you to the Browse Orders page with all of the jobs listed

      3. Jobs Due Today

        1. If there are jobs that are due to be completed today, this link will be present with total number of jobs due today, for Example- 10 Jobs Due Today
        2. When this is clicked it directs you to the Browse Orders page with all of the jobs listed

    2. Orders/Quotes (Jump to Orders->Status)

      1. The link Orders/Quotes in the header when clicked will present a drop down
      2. You can jump to the browse orders page directly, by clicking the first option in the list Browse Orders/Quotes, this will load the Browse Orders page with Approved jobs.
      3. You can select any other status from the drop down, this will jump you to Browse Orders page will all jobs in that status loaded
      4. All Orders/Jobs for the day that are still in the Pending, Approved or On Hold statuses will be displayed on the Home Page

    3. Order Statistics

      1. Today's Orders/Jobs
      2. Today's Sales
      3. Yesterday's Orders/Jobs
      4. Yesterday's Sales
      5. Current Month's Orders/Jobs
      6. Current Month's Sales
      7. EST Current Month Sales
      8. Year-to-Date Orders/Jobs
      9. Year-to-Date Sales
      10. EST Annual Sales
      11. AVG Daily Orders (Day # 105)
      12. AVG Order Amount
      13. AVG Order Profit
      14. Total Open Credits
        1. Clicking this will display all of the credits and amounts assigned to contacts
      15. Outstanding Unpaids
        1. Clicking this will display all of the accounts with outstanding balances, their terms of the account, how old the balance is and how many orders. 
          1. Clicking Show Details will give a complete list of jobs for the contact and the balance on each job.

    4. Login Report

      1. This report will show who has been logged into the store recently along with some very useful data
      2. If there is a green Open present here that means this contact has an active open cart at that moment
      3. If there is a Red Open present that means this contact had an abandoned, meaning they added items to their cart but did not complete a transaction and has since logged out, clicking this will display what those items were
      4. Clicking the name will launch the view contact page of that person
      5. The primary phone number is displayed for the contact to easily contact them
      6.  Clicking the email address will launch an email draft from the default email program on your computer
      7. Clicking the box next to the email will launch the website of the email URL in a new tab
      8. Clicking the paper and pencil symbol allows you to add a note about the contact
      9. The date and time of their login will be displayed and next to it the date and time of their most recent order
      10. If there is a green check mark present that means the contact has an open job
      11. Orders will display specific stats for orders on the contact and reads as follows: 1 | 3/5  which translates to Orders Today | Orders Ever Placed/Total Number of Jobs Across those orders
      12. Lastly you will the contact's sales rep and their lowest available pricing tier. 

      1. Sales Reps

        1. View-This will show a list of sales reps along with their stats
        2. Add New-This will direct you to the ACL page where you can additional people to the Sales Rep role. Remember a person must be a contact first  before they can be escalated to an ACL role. 

      2. Contacts

        1. Browse-This will direct you to the browse contacts page
        2. Add New-This will direct you to the Add New Contact page

      3. Categories (Manage Categories)

        1. This will jump you directly to the Manage Cats/Products page

      4. Coupons

        1. Add New-This will direct you to the Add Coupons Page
        2. Browse-This will direct you to a searchable list of all coupons ever created
        3. Report-This will direct you to Coupons Report 

    6. Add Coupon Page

      1. Coupon Code-This can be any combination of numbers and letters, lower case or capitalized. 
      2. Discount-This can be a dollar amount or percentage, dollar should be inputted as 5.00 percent would be inputted as 5%.
      3. Minimum Subtotal Required-This is a floor that must be reached for the coupon to be active an available, if left blank no minimum is required.
      4. Number of Usages-This is a global number of times a coupon can be used. For example if you input 10, that means the code can only be used times total, IE one client could use it 10 times or 10 clients could use it 1 timeType- If no selection is made this is a global coupon and applies all products and services
        1. Apply to Products-This opens another drop down allowing you to select a category
          1. Within the category you can select one or more products, to select more than one product hold down the CTRL key on your keyboard and click the products you wish for the code be available on
        2. Apply to Categories-This opens another drop down allowing you to select a category, the code would be valid for all products in that category, you can select more than one category if you choose.
      5. Tier Level-This allows you to restrict which tiers are valid to use the code, select Any for all pricing tiers to be available
      6. Valid on these days-You must select what days you want your code to be valid, if it is valid everyday, check every box.
      7. Hours of Use-By default this will be set to 00:00-23:59, if not edited code will be valid 24 hours a day, you can edit this to make codes only valid certain times of the day
      8. Expires-This is the date the code expires, if left blank there is no expiration. 
      9. Coupon Description-This is a message displayed to contacts when using the code on the storeOptions
        1. Valid For New Customers Only-This means only customer that have never placed an order before
        2. Order Coupon-This means the discount is only applied to the order not each job. For example if you set a $5 coupon code but did not check this box and someone ordered 5 products, the $5 discount would be applied to each product. If checked the total amount for all 5 jobs is reduced by $5. 
        3. Use only once per customer-When this checked a code can only be used once by each customer
      10. User Specific-When this is checked the code is then available at the contact level and can be assigned in the View Contact system

  2. Left Nav

    1. Left nav can be collapsed and hidden by clicking this arrow, this function is sticky meaning however you have it when you last logout is how it will be the next time you login. 

    2. Main Menu

      1. Home- This will take you back to the home screen from any page in the admin. 
      2. Settings- This will take you to the settings page of the admin.
      3. Update Password- This will allow you to update your password for the admin. 
      4. Logout- This will log you out of the admin. 

    3. User Roles/ACL

      1. Roles- This is where you will give access to staff members based on their role with the company. Certain roles allow certain functionality in the admin. IE. Administrator has complete access to all functions.
        1. Administrators
        2. Graphic Designers
        3. Sales Reps
        4. Shipper
        5. Production
        6. CSR

    4. Storefront CMS

      1. 301 Redirect-301 redirects are intended to redirect site visitors to valid pages for pages that no longer exist
      2.  Image Slider-Allows you to upload/change your store image slider/banner displayed on the home page of your store
      3. JS Integration-Allows you to add Javascript to your store
      4. Meta Data-Allows you to add/edit/remove meta data for any/all pages of your store
      5. Media Library-The media library is where images are stored for linking to when adding CMS Pages, they will display for use when editing and adding CMS Pages
      6. Navigation Menus-Custom Navigation Menus, Allows you to add/customize the navigation menus on your website
      7. XML Sitemap-Allows you to add/edit/remove a customized XML sitemap for your company. This is also where you retrieve your sitemap link for Google, Bing or other search engines 
      8. Testimonials-Allows you to add/edit/remove customer testimonials for your company. This is reflected in the testimonials section on the store  
      9. Website Pages-Allows you to add/edit/remove website pages for your store.

    5. Products

      1. Manage Cats/Products-Products are assigned to categories based on their specs, this interface allows you to edit product options, pricing, images and descriptions.

    6. Coupons

      1. Add new-Jump to page to add a coupon code
      2. Browse All-Browse complete list of all created coupons

    7. Contacts

      1. Add New-Jump to add new contact page
      2. Browse All-Jump to browse all contacts page
      3. Import-Jump to import contacts page
      4. Export-Export contacts into a CSV file
      5. Contact Blast-Jump to contact blaster page. 

    8. Orders/Quotes

      1. Browse Orders/Quotes

    9. Reports

      1. General Reports

        1. Best Sellers
        2. Orders Per Hour
        3. Orders Per Day
        4. Orders Map
        5. Orders IP Breakdown

      2. Samples Reports

        1. Requested Pending
        2. Requested Sent
        3. Request Both
        4. Sample Packs sent

      3. Contact Reports

        1. Contact Login
        2. Abandoned Carts
        3. Customer Order Activity
        4. Customer Leads by State
        5. Customer Statistics
        6. Customer Sales
        7. Customer Credit
        8. Affiliate Program
        9. How They Header About Us
        10. Customer Artwork Storage

      4. Production Reports

        1. In Production

      5. Pre-Production Reports

        1. Spreadsheet Report
        2. TN 

      6. Sales Reports

        1. Sales with Profit Breakdown
        2. Sales Tax report
        3. Weekly Sales Report
        4. Monthly Break Down Report
        5. Order Statistics Report
        6. Option Breakdown Report
        7. Unpaid Report
        8. Payment Type Report

      7. Coupon Reports

        1. Coupon Report

    10. Shipping

      1. Manage Shipping

...

    1. Store Set-up 

      1. CMS

        1. CMS Pages- /cms/pages.html- This link takes you to the Website pages interface where you can add pages to your storefront and modify your top and left navigation menus.

        2. Facebook URL- Input the URL for your facebook page here and the facebook logo with link will be added to your home page. 

        3. Google URL- Input the URL for your Google+ page here and the Google logo with link will be added to your home page.

        4. Linkedin URL- Input the URL for your Linkedin page here and the Linkedin logo with link will be added to your home page.

        5. Twitter URL- Input the URL for your Twitter page here and the Twitter logo with link will be added to your home page.

        6. Home Page Slider- This Controls if the home page slider is on or off.

        7. Home Page Tabs- This controls if the home page is displayed with the tabs for products, resources & testimonials or if the home page is displayed with simple text.

        8. Home Page Popular Images- This controls if the popular products Business Cards, Postcards & Brochures is displayed under the slider.

        9. Yelp Review URL- This makes your Yelp page available on the /feedback/feedback.html link on your store where customers can leave feedback.

        10. Google Plus Review URL- This makes your Google Plus page available on the /feedback/feedback.html link on your store where customers can leave feedback.

        11. Yahoo Review URL- This makes your Yahoo page available on the /feedback/feedback.html link on your store where customers can leave feedback.

        12. City Search Review URL- This makes your City Search page available on the /feedback/feedback.html link on your store where customers can leave feedback.

      2. General Settings

        1. Default Sales Rep ID- If no sales rep is selected at the time of contact creation this is the default sales rep selected, please use sales rep ID for this value. 

        2. Default Extended Cutoff Time Price- This is the default price to extend cut-off

        3. Restrict Admin Cross-Site Login- Setting this setting to YES will prevent admins from logging in from a cross-site i.e. if they administrate site A then by setting this setting to YES will restrict them from logging onto site B.

        4. Display Cart Prices Without Logging In- Contacts cannot see pricing unless they have created a profile and logged in. 

        5. Site-Wide Customer Email Validation- Validates customer email addresses.

        6. Order Late Fee- The percentage that is accessed to an order amount if payment is late.

        7. Customer Activity Report Days- This sets the amount of days for the customer activity report. By default this setting is 90 days

        8. Auto Logout Time- This setting controls when the admin will be logged out after a certain amount of time where there is inactivity.

        9. Default Credit Limit- This it the default credit limit amount when setting up a customer's payment type as anything other then  prepayment.

        10. Default Pricing Tier- This determines the pricing tier visitors will see and new accounts will be assigned to. 

        11. Force Contact Info Review- This setting controls whether contacts must review/update their information once they become inactive.

        12. Contact Can Save Credit Cards- This setting controls whether a contact can save credit cards or not.

        13. Display Product Starting Price Per Piece- This setting controls whether the displayed lowest starting price is per piece or for the actual lowest quantity.

        14. Display Product Pricing As Matrix- This setting controls how the product pricing is displayed. If set to Yes then pricing is displayed in a table type format. If set to No then the pricing calculator is displayed.

        15. Display Place Order Page As Text List- This setting controls how the place order page is displayed. If set to Yes then text is displayed for the category names. If set to No then the category images are displayed.

        16. Display Tool Tips- This setting controls whether or not tooltip assistance is visible or not.

        17. Display Product Starting Price- This setting controls whether the displayed lowest starting price is displayed or hidden.

        18. Quote-to-Order- This setting controls if the quote to order function is available or not.

        19. Schedule Pickup- This setting controls whether the em ail for pick-up gives the pick-up location with directions or requests the contact call the office to schedule a pick-up. 

        20. Display Turnaround As Days- This setting controls whether the turnaround selected for a job displays as hours or days in the administrative section.

        21. Product Starting Price Is First Product Listed In Category- This setting controls what product is used to list the category starting price. Yes will use the first product listed in the category as the starting price and No will use the product with the lowest price as the starting price.

        22. Customer Pickup Location- This setting controls what location you want your customer to pickup their job from. None = No pickup offered

        23. Allow Direct Contact Page Access- This setting controls if the site visitor is able to directly access the contact page or not. Yes allows direct access and No redirects site visitor to the help area.

        24. Display Phone Number In Header- This setting controls whether the phone number is displayed in the header or not. This option is useful if you want to funnel users to the customer support page. If Yes is selected the number is displayed. If No is selected the number is not displayed.

        25. Always Display Help Checkbox On Cust. Support Page- This setting controls whether the I need help checkbox is displayed on the first section of the customer support page or not.

        26. Quote Valid for X Days- This setting controls how many days a quote is valid for based on when the quote was created/submitted by the customer. Once the days are exceeded the quote will expire. This setting is only relevant when the quote-to-order function has been turned on.

        27. Price Match Program- This setting controls whether the price match program is turned on or off.

        28. Require Quote-to-Order Budget Field- This setting controls if the budget field is required for the Quote-to-Order feature.

        29. Randomize Sales Rep List- This setting controls if the sales rep list is displayed in alphabetical order or if it is randomized. Displaying the list in random order will provide all reps an equal opportunity for a new customer to select their name.

      3. Email Addresses

        1. General Reply to Email- This is the email address that will be assigned to most emails that are sent from the server.

        2. Merchant New Order Email- Used for sending a copy of new order notifications.
        3. Merchant New Files Email- Used for sending a copy of new file notifications.
        4. Contact Email- Used for general site contact.

        5. Order Comments Email- Order notes submitted by the customer are sent to this address.

        6. Support Email- Used for sending the support department emails.

        7. Delivery Email- Used for sending the delivery staff emails.

        8. Online Designer Email- Used for where emails are sent that are generated by the online design tool.

        9. Production Email- Used for sending the production department emails.

        10. Quote Email- Used for sending quote department emails.

        11. Marketing Email- Used for sending the marketing department emails.

      4. Phone

        1. Toll Free Number- Company toll Free Number, when this number is filled in it is the default to show if Display Phone in header is set to Yes.

        2. Direct Number- Company direct contact number, if Toll Free Number is left blank this number is displayed in header if that settings is set to Yes. 

        3. Fax Number- Company fax number, displayed on contact page. 

        4. External Phone Number Prefix- This field is used if the customer must dial a number or set of numbers before they enter the company employee's extension.

      5. Company Variables

        1. Company Name- This is the company name that is used/displayed throughout the website.

        2. Main Company Name- This is the parent company name. If there is no parent company then leave this variable empty.

        3. Company Domain Name- This is the company URL/Domain name.

        4. Company Address- This is the address of the company.

        5. Company Zip- This is the zip code of the company location. 

        6. General Staff Signature- This is the general staff signature that appears in company emails that are sent to the customer. 

        7. Company State- This is the state used for the company.

        8. Company City- This is the company city.

        9. Main Company Domain Name- This is the parent company domain name. If there is no parent company domain name then leave this variable empty.

        10. Company Google Page- Used for company google page. This is included in some emails as part of the signature

        11. Company Ranking- Used as part of the email signature

        12. Company Country- This is the country used for the company.

      6. Customer Portal Settings

        1. Advertiser Directory- This setting controls whether the advertiser directory is on or off. The advertiser directory is a listing that allows you to give back links to customers and list them in a searchable directory.

        2. Affiliate Program- This setting controls whether the affiliate program is on or off. This function gives each contact a unique URL that they can share to earn in store credits. 

        3. QR Code Generator- This setting controls whether the QR Code Generator is on or off. This is a complimentary QR code generator located in the customer profile. 

    2. Shipping Settings

      1. General Shipping

        1. Default Country- This is the default country that is used throughout the website when an address is being imputed. 

        2. Default Shipping Zip code- This is the default zip code used for shipping. 

        3. UPS Access Code- This is the UPS access code used to communicate with the ups servers in order to retrieve real time shipping information and quotes.

        4. UPS User ID- This is the user id that is used to communicate with the ups servers.

        5. UPS User Password- This is the user password that is used to communicate with the ups servers.

        6. UPS Account Number- This is the account number that is used to communicate with the ups servers.

        7. Shipping Insurance Percentage- This controls the percentage of the shipping insurance added to orders.

        8. Shipment Origin Address- This is the address used as the origin when calculating shipping quotes. 

        9. Shipment Origin City- This is the city used as the origin when calculating shipping quotes. 

        10. Shipment Origin State- This is the state used as the origin when calculating shipping quotes. 

        11. Shipment Origin Country- This is the country used as the origin when calculating shipping quotes. 

        12. Auto Fill Drop Ship- Auto fill drop ship information for resellers with their default billing information if they do not provide an address.

        13. FedEx Account Number- This is the account number that is used to communicated with the fedex servers.
        14. FedEx Meter Number- This is the meter number that is used to communicate with the fedex servers.

        15. Negotiated Shipping Rates- This setting controls whether or not special negotiated rates are passed onto the customer or if customers are charged retail of the carrier selected. 

        16. UPS Shipping Label Format- This setting controls what type of format the shipping labels are generated in and how the information is sent to the printer. Gif can be used for any printer

        17. Thermal Printer Name- When using the automated click and ship functionality of the software you must define the name of your thermal printer so labels are sent to the correct printer.

      2. Box Labels

        1. Label Height- This is the height of the label used for shipping.

        2. Label Width- This is the width of the label used for shipping.

        3. Box Label Company Message- Messages from the company to it's customers that will appear on the box labels. 

        4. Allow Rep to Post Message- This setting will allow a rep to post their own box label message that will override the company message.

    3. Order Processing

      1. Tax Related

        1. State Sales Tax Rate- This is the percentage of the sales tax rate of your storefront. Format .07 equals 7%, input as .07. 
        2. Sales Tax State- This is the state that the sales tax is calculated/collected for. Sales tax is based off of the ship to state.
        3. Charge Sales Tax?- When enabled this controls whether sales tax is collected/calculated or not.
        4. Apply Credit To Tax?- When enabled sales tax will be calculated when store credit is applied.
        5. Tax Shipping?- When enabled sales tax is calculated on the shipping amount also.

      2. Production Related

        1. Production Days- Follow this link- /settings/workdays.html This setting controls what days production will occur. This setting controls the estimated turnaround and due dates for jobs.

      3. Payment Related

        1. Cayan Post URL- This setting defines the gateway URL for authorize.net.
        2. Cayan Login API ID- This setting defines the api id that is used to process credit card payments for authorize.net.
        3. Cayan Transaction Key- This setting defines the transaction key for authorize.net.
        4. Payment Overide Code- This is the code that must be inputted on the checkout page if attempting to select any other payment other than credit card.
        5. Number of Credit Card Limit- This is the amount of credit cards that can be used on a single transaction.
        6. Credit Card Percent- This is the credit card percent that the merchant/gateway implements for charges.
        7. Batch Settlement Hour-  This setting controls the hour that settlement occurs. i.e. if the batch settlement minute is set to 30 and this setting is 17
        8. Batch Settlement Minute- This setting controls the minute that settlement occurs. i.e. if the batch settlement hour is set to 17 and this setting is 30
        9. PayPal Mode- This setting controls whether paypal is in test or live mode.
        10. PayPal MerchantAccount ID- This is the merchant account ID used to process payments.
        11. Payment Gateway- Cayan is the only credit card gateway available
        12. Merchant MID-  This is the merchant ID or MID number used to identify what merchant account funds will be deposited into.
        13. Internet Secure Site Key- This setting is a special key specific to your merchant account that allows transactions to  authenticate with the Internet Secure gateway servers.
        14. Require CVV2- When this setting is activated it requires the user to enter their CVV2 number which can be found on the back of the card.
        15. Phone Order Convenience Fee- This is the default amount added to an order when you place an order on the customers behalf by logging in as the customer from the admin. You can change this amount during the ordering process. 
        16. Available Payment Methods- Follow this link- /settings/payment-methods.html This setting controls what payment methods are shown through the site checkout.
        17. Automatically Apply Phone Order Convenience Fee- his setting controls whether the convenience fee is automatically applied when an admin places an order for a contact.
        18. Convenience Fee Is Commissionable- This setting controls if a commission is paid on the convenience fee or not. If set to yes the commission will include the convenience fee amount. If set to no the cost of the job will increase and no commission will be paid for the convenience fee portion. 

    4. Integration Settings

      1. Google Analytics

        1. Enable Google Analytics- This setting controls if Google Analytics is enabled/disabled. Google Analytics (GA) is a free service offered by Google that generates detailed statistics about the visitors to a website. The product is aimed at marketers as opposed to webmasters and technologists from which the industry of web analytics originally grew. It is the most widely used website statistics service
        2. Google Analytics Multiple Subdomains- This setting controls if Google Analytics Multiple Subdomains is enabled/disabled. These instructions are intended for situations where you have URLs like the example below that you want to track as a single entity
        3. Google Analytics Urchin ID- This setting controls what Google Urchin ID is used to identify you to google.
        4. Google Analytics Multiple TLDs - This setting controls if Google Analytics Multiple TLDs is enabled/disabled. These instructions are intended for situations where you have URLs like the example below that you want to track as a single entity-<ul>www<ul>www.example-petstore.com<br com<br />www>www.example-petstore.net<br net<br />www>www.example-petstore.net<net</ul>
        5. Google Analytics Signup Page- You must sign up for Google Analytics before you can use this feature.

      2. Google Webmaster Tools

        1. Google Webmaster Store Key- Google generated key for site verification. This allows the google webmaster tools to identify your website.
        2. Google Webmaster Main Key- Google generated key for site verification. This allows the google webmaster tools to identify your website. 

...

    1. 301 Redirect-301 redirects are intended to redirect site visitors to valid pages for pages that no longer exist
      1. This system is very relevant for the SEO conscious user and more specifically users of Webmaster Tools. This system will allow you to keep otherwise dead links still active. 
      2. To add a 301 redirect click insert new, at the bottom of the page you will be given a field to input the link you wish to maintain and a second field to input where that link should go.  
      3. Once a link has been added it can be edited or deleted. 
      4. If you wish to import multiple link sat once you can do sow with a CSV file. It should be formatted with two columns, A- From URL and B- to URL
    2.  Image Slider-Allows you to upload/change your store image slider/banner displayed on the home page of your store
      1. Recomended slide Recommended slide dimensions are 325 pixels tall by 1100 pixels wide.
      2. Click Choose file to select the image from your desk top then click Upload Slider image. 
      3. Give your slide a name, and description, this is helpful for SEO purposes.
      4. Set the link where you slide will open to when clicked, this should be full URL format and http should always be present.  
      5. You can have the new page open in the current window or new window.   
      6. The slider position is the order in which the slides are displayed
      7. You can turn a slide on or off at any time, this can be useful if you have specials you run on only certain days of the week. 
      8. Once all info has been inputted click save, if you do not save none of the info you have added or the image you have uploaded will be part of the slider
      9. To add new slider positions click the green Add New Slide button 
      10. This process can be repeated up to 10 times, adding up to 10 unique slides to your storefront. 
      11. Once all of your changes have been made you will click Display Customized Slider On Store
      12. Your custom slide show will now be displayed on your store, you can disable the slider at any time by click Use Default Theme Slider
    3. How Hear About Us-This system allows you to enable and disable different methods that a customer may have heard about you.
      1. You can edit the items allowing you to create your own customized list
      2. You can change the rank of the items, moving them up and down
      3. Check the box next to an item to disable it, leave the box enabled to keep it enabled. 
    4. JS Integration-Allows you to add Javascript to your store
      1. This system can be used to integrate programs that operate using Java Script, an example of this would be Google Analytics or Live Help. 
      2. To insert the code click Insert JS Code
      3. Enter a label for the code, this is how it will be displayed to you in the admin for you to identify it later 
      4. Input the code, there is an example of what a code would look like to the left
      5. Check the box for Enabled for the code to become active
      6. Check the box Enable on Store or Enable on Customer, this activates the code for the portions of your website
      7. If you want the code to only be active on certain pages, check the boxes next to those pages, if you do not check specific pages it will be active on all pages. 
      8. Once all selection have been made click Save Code
    5. Meta Data-Allows you to add/edit/remove meta data for any/all pages of your store
      1. Meta Data is the information in the source code of your website that is read by search engines, this plays a significant role in how your website is displayed by search engines. 
      2. Page name is the last portion of the URL.
      3. Meta Data can be added on most pages of the website through that pages CMS, however for pages like your home page that do not have a CMS you can use this tool add meta data. 
    6. Media Library-The media library is where images are stored for linking to when adding CMS Pages, they will display for use when editing and adding CMS Pages
      1. You can also store images here to use through out your entire storefront anywhere HTML is used and you would like to embed an image. 
      2. To add file click Choose and select the file you wish to upload from your desk top, then click upload. 
      3. To use the image in HTML right click the name of the image and select copy link address
      4. You can mass select delete images from this system by checking the boxes next to the images you wish you to delete and then click Delete Selected Files. 
    7. Navigation Menus-Custom Navigation Menus, Allows you to add/customize the navigation menus on your website
      1. To add customized menus you must create the complete menu and override the existing one taking it's place
      2. First click Insert New Navigation Menu
    8. XML Sitemap-Allows you to add/edit/remove a customized XML sitemap for your company. This is also where you retrieve your sitemap link for Google, Bing or other search engines 
      1. This is for advanced users that have knowledge of SEO and Google Webmaster Tools. 
      2. The site map is generated automatically but there is an override function that will allow for a completely custom XML site map to be created. 
    9. Testimonials-Allows you to add/edit/remove customer testimonials for your company. This is reflected in the testimonials section on the store  
      1. Click insert Testimonial, type or paste in your testimonial, 
      2. You can use the basic HTML editor to add links or images if needed.
      3. Once all info is imputed, click save the testimonial will be displayed on your store. Testimonials can be edited or deleted at any time. 
    10. Website Pages-Allows you to add/edit/remove website pages to your store.
      1. To edit existing pages, you will be overriding them or replacing them. 
      2. You can also use this system to create new pages and add them to your website
      3. The first step in this process is to format the link which is how it is or will be accessed
        1. The Mailing Service Page found on your store by default is a great example: http://store.yourwebsite.com/services/mailing-services.html This is a page that can be replaced.
          1. Since this page already exists it will have a content template that you can load, this allows you to edit the existing content and pre-fill the link format needed
          2. The library of this link is 'services'
          3. The template/page of the link is mailing-services.html
        2. If you were creating a new page you would select a library from the drop down, or add a whole new library and input your own page name. 
          1. An example of a page name would be 'cleveland-brochure-printing.html and this would be used for a landing page that had content about getting Brochures Printed in Cleveland. 
      4. You can input the Meta Data for the page in this system, the Page Title, Meta Descriotion & Page Keywords
      5. There is a basic HTML editor that can be used to add text and images, alos any images that are uploaded to your media library will be along the left.
        1. Within the HTML editor you can click HTML which will open a window where HTML created off system can be pasted and used.
      6. Elements of the website can be hidden on the page, checking the page next to the item hides it on the page. 
      7. For advanced users there is a CSS editor allowing for Cascading Style Sheet coding to be used to create pages.
      8. Once all info is added you can save the page clicking Insert, you can stay on the page or return to the pages list
        1. There will be directory of all pages added or overridden that all you to delete and edit them at anytime.