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Course Catalog-1 Manage Products

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Some reports use date range and some do not, point your mouse at the question mark next to the report to get a general description and if it uses date range. Date range can be set prior to running the report if it is available and in most cases the date range can be edited after the report has been ran. If date range is not available, the report will run within the time constraints it is built to and no action is required. 

  1. General Reports

    1. Best Sellers-Best Sellers Report displays which categories/products sold the best for a given time frame. *This report uses a date range
    2. Orders Per Hour- Orders Per Hour Report displays how many orders were placed per hour for a given time frame. *This report uses a date range
    3. Orders Per Day-Orders Per Day Report displays how many orders were placed per day for a given time frame.*This report uses a date range
    4. Orders Map-Orders Map Report displays the location of where completed orders were placed using a real map.*This report does NOT use a date range
    5. Orders IP Breakdown- Orders IP Report is used to display the ip addresses of the customers that log into their profile. It will also display a count and sort the count from highest to lowest.*This report does NOT use a date range

  2. Samples Reports

    1. Requested Pending-Requested Pending Report is used to review sample requests that are pending. These are the sample packs that are waiting to be sent out in the mail. *This report does NOT use a date range
    2. Requested Sent-Requested Sent Report is used to review sample requests that have been sent to the customer.*This report does NOT use a date range
    3. Request Both-Requested Both Report is used to review both sample requests that are pending and also sample requests that have already been sent.*This report does NOT use a date range

  3. Contact Reports

    1. Contact Login-Contact Login Report is used to check and see who logged into their profile, when/where they logged in from and also what items were placed in there shopping cart.*This report does NOT use a date range
    2. Abandoned Carts-Abandoned Cart Report is used to used to display what products the customer has placed in their cart, but has not purchased. Once the customer purchases the product then the item will no longer be present in this report.*This report uses a date range
    3. Customer Order Activity-Customer Order Activity Report</b> is used to used to keep track of when a customer placed their last order. It is also used to display statistical information and also assist in reclaiming the customer and also validating their email address.*This report does NOT use a date range
    4. Customer Leads by State-Customers/Leads by State Report is used to display how many converted/non-converted customers there are by state. This data can be used to figure out where your marketing focus should be or to evaluate the marketing efforts already made.*This report does NOT use a date range
    5. Customer Statistics-Customer Statistics Report is used to display overall customer statistics.*This report does NOT use a date range **It may take a while for this report to run depending on how many customers are in the system
    6. Customer Sales-Customer Sales Report is used to display detailed individual customer sales related information.*This report uses a date range
    7. Customer Credit-Customer Credit Report is used to display individual customer store credit amounts.*This report does NOT use a date range
    8. Affiliate Program-Affiliate Program Report is used to the affiliate program statistics i.e. who\'s affiliate link has been clicked, how many times it has been clicked and how much revenue the affiliate member has earned.*This report does NOT use a date range
    9. How They Header About Us-How They Heard About Us Report is used to display how customers are finding out about the company/website.*This report does NOT use a date range
    10. Customer Artwork Storage-Customer Artwork Storage Area Report is used to display customers artwork storage area. This report will show you who uploaded artwork to their storage area and also allow you to download, delete or assign the artwork to a qualified job.*This report does NOT use a date range

  4. Production Reports

    1. In Production-In-Production Report is used to review enhanced details for jobs that are In-Production.*This report does NOT use a date range

  5. Pre-Production Reports

    1. Spreadsheet Report-In this report you can filter the orders displayed on this page using Region, Paper Type, Coating, Turnaround, Quantity or Shipping method. You then us the check boxes to select which jobs you wish to download, once all jobs are selected click Process Spreadsheet. This will download all of the artwork for all of the jobs you just selected, along with the work order, box label and spreadsheet of all of the jobs and their details. Printing Spreadsheet Report is used to export jobs to a CSV file that are at the pre press status and that have been pre-flighted. The CSV file is also accompanied by a folder containing the artwork for the jobs, the box labels and the work orders *This report does NOT use a date range
    2. TN- The trade network report has the same filters as the Spread Sheet report: Region, Paper, Coating, Turnaround, Quantity and Shipping. 
      1. To start the Push Process of the job check the box next to the job you wish to push.  
      2. You will then select the shipping method you would like to use for the job and the total price for you to push the job will be given. You will also see what you collected for the job, what your estimated cost is set in the catalog for the product and the suggested WS price of the product all of which can be edited at the product level.
      3. When all selections are made and you are ready to push the job click the Green Push Button. 

      4. Once the product has been pushed it, it is marked as In Production for you and your customers. 

      5. You however can track the status of the job with the trade vendors from your admin. The mag glass next to Job Status will show all of the status updates to the order with a time stamp as it is moved through production with the trade vendor. 

  6. Sales Reports

    1. Sales with Profit Breakdown-Sales with Profit Breakdown Report is used to display detailed sales information. It can be used to display which jobs commission has not been paid on and/or which jobs were ordered during a specified date range.*This report can use a date range or not'
    2. Sales Tax report-Sales Tax Report</b> is used to review sales tax collected.*This report uses a date range
    3. Weekly Sales Report-Weekly Sales Report is used to review weekly sales. It also will display a breakdown for sales growth/decline with statistical information.*This report uses a date range
    4. Monthly Break Down Report-Monthly Breakdown Report is used to review a monthly order/job count and will also display each month\'s total collected, cost and profit.*This report does NOT use a date range
    5. Order Statistics Report-Order Statistics Report</b> is used to review overall order/job statistics. It will display each month's & year's gain/loss.*This report does NOT use a date range
    6. Option Breakdown Report-Option Breakdown Report is used to review trends and percentages of the option values selected for orders that were placed.*This report uses a date range
    7. Unpaid Report-Unpaid Report is used to review a summary of the unpaid amounts for each customer along with aging details.*This report does NOT use a date range
    8. Payment Type Report-Payment Type Report is used to review a summary of the payment types submitted to the system. This will give you a good idea how your customers are paying i.e. Cash, Credit, Check.*This report uses a date range

  7. Coupon Reports

    1. Coupon Report-Coupon Report is used to review coupon code details.*This report does NOT use a date range

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    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.example-petstore.com<br />www.example-petstore.net<br />www.example-petstore.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. 

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