Manual Push Storefront Course Catalog Outline
- Barry Carr
Course Catalog-1 Manage Products
MANAGE CATS/PRODUCT PAGE
CPDBT
Green Means Yes, Red Means No
C-Category is Active
P-Products are Active
D-Category is Displayed in Left Nav
B-Product is Bold in Left Nav
T-Product is Displayed in Home Page Tabs
Reset Prices
Reset All Prices & Images
This Button will reset all product prices back to suggested and all Images Back to Stock
Reset Prices & Images
This button will reset the prices for this product category back to suggested and images for this product back to stock
VIEW/MANAGE PRODUCT PAGE
View Products
This opens up the screen to show all products in that category
Reset Prices-This sets product pricing back to suggested for just this one product
Manage This Product
Product Content
Product content for the first product in the list is what is read by the search engines, for SEO purposes you should always provide unique content on at least the first product in the list.
Title-This is the product page title, this is shown in the source code.
Description-This is displayed on the product page as the product description. You can use HTML to add images and other formatting to this content.
Meta Keywords-These are the keywords that are displayed in the source code of the page and read by the search engines
Meta Description-This is the description that is displayed for the page in the search engines when found as a result.
Show/Hide Values
This allows you to hide all values shown in that option which is reflected in the right column
Display Column-This allows you to hide only specific values for that option
Pricing
Quick Tier Mark-up-This allows you to set a percentage mark-up from the cost for that tier
Left Hand Check Boxes-This allows you to omit rows from being affected by quick tier mark-up, box checked means row is not affected by quick tier mark-up.
Course Catalog-2: Contacts/Customers
CONTACTS
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
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.
At the top of the page you will see some additional options
Terms/Credit Limit, this will allow this customer to place orders without payment.
Sales Rep, this is the sales rep the client will be assigned to
Pricing Tier, this will be the default tier this client will receive, you can customize further later
See Edit Contact page for more detailed description of features and functions associated with creating and editing a contact.
Import-This system allows you to import a contact list and create profiles for those clients
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.
You will be given a visual example of what the CSV will look like
Clicking the link Labeled 'comma separated value .CSV' will down load an already formatted template for you to use.
Once your data is formatted correctly upload the file and click Upload/Map
You will be presented with a series of drop downs.
Send New Contact Welcome Letter, this will send an email to all of the contacts you are importing
Assign Imported Contacts to, this is the sales rep they are assigned to
Set Default Pricing tier allows you to set the pricing tier for all of the clients you are importing.
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.
Export- You can export your contacts into a CSV file
Clicking this in the left or top menu will download a complete list of all of your clients and stats associated with them.
BROWSE CONTACTS PAGE
Search
Basic Search-This allows you to search for clients by phone number, email, first name, last name or CID (Customer ID).
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.
Filters
Sales Reps-See only clients that are assigned to the selected sales rep.
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.
With/Without Company Name-See contacts that have supplied a company name or contacts that have not supplied a company name
Customer Status
Customer Add-on
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.
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.)
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 admin)
Tax Exempt-Client tax exempt number is added to profile and sales tax is not charged.
CRM Sheet Columns
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.
Mag Glass-Get a snap show of the contact's information
ID (Customer ID Number)-This number is assigned to the contact automatically, it can be used to search and identify the customer.
Contacts (Customer's Name)-Customer's name, when click launches the View Contact page of that contact
FB Logo-If the FB logo is present that means the contact was created by login in with their Facebook page.
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.
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.
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.
Gear (Edit Contact)-This will launch the edit Contact Page of the customer.
Red X (Delete Contact)-This will delete the client, this action can only be performed on leads (Customers who have never placed an order).
Credit-If the customer has been issued any in house credits the total amount will be displayed here.
Sales Rep-The sales rep the contact is assigned to will be displayed here.
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.
Type-Lead or Customer
Disable-Disable Client's Ordering Ability
Mass Contact Functions
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.
Free Coating-Add Free coating function to multiple accounts at once.
Status-Change the status of multiple accounts at once.
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.
Delete Contact-Delete multiple contacts at once (this action can only be performed on contacts that have never placed an order (Leads))
Undelete Contacts-Contacts are never actually completely deleted from your system, you can still access them and reinstate them to functioning and working order.
EDIT CONTACT PAGE
Terms/Credit Limit
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.
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.
Sale Rep
This is the sales rep the client is assigned to. This can be edited at any time.
Default Tier
Default pricing tier is the the blanket pricing tier the customer is given.
Edit Tier Pricing
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.
Customer Info
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.
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.
Email-This is the login info for the account and the primary email that will receive all correspondence from the system.
Alt Email-This email will receive all correspondence from the system but cannot be used to login.
Email Verify-This allows you to verify if the email is a real email or spam bot or phishing email.
Password-This is the password the contact will use to access their account.
AIM-Contacts can supply their AIM as an additional method of contact.
SMS-This is the text message number that will allow the customer to receive texts with updates on their order.
Internal Notes/Log
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.
if an in-house credit is added to a clients account it will be tracked here
Extras
High Priority-Indicates with Red Dot, means contact should or is required to receive extra attention, further clarification can be provided in contact notes.
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)
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.)
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.
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.
Extended Cutoff-The amount the contact must pay to extend cut-off on their orders.
Convenience Fee-This is the default convenience fee for placing orders for the contact when logging in as them through the admin.
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.
Send Credit Notice-This sends the contact a notification that a credit has been added to their account.
No Tagging-This removes the No tagging Options from jobs placed through this contact's account.
Resend Account Info-This sends the welcome email to the contact again including all of their login credentials and account information.
Free Shipping-This gives the account Free Shipping on all orders.
Disable Promo Code-This disables all promo codes on the account and prevents them from being eligible for the discounts.
Can Save Credit Cards-This gives or revokes the ability for the contact to save credit cards to their account.
Do Not Call-This adds the contact to your do not call list
Newsletter Opt-Out-Prevents contact from receiving email blasts sent through the system contact blaster.
Sample Pack Request- Indicates the contact has requested samples
Sample Pack Sent-Indicated the requested samples have been sent (This action happens automatically when the Sample pack report is ran)
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
Save Buttons
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
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
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
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.
Sales Reps
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.
VIEW CONTACT PAGE
Edit Prices
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.
View Prices
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.
Shipping Markup
This allows you to edit the shipping mark-up for this contact based on your negotiated rates from UPS or Fedex.
First select the provider you wish to edit.
You will the be presented with a grid.
You may enter an override price, so if you want this contact to get free ground shipping you would enter 0.00
Floor Percentage Mark-up, this is the max percent mark-up that will be applied to shipping
Floor Dollar Mark-up, this is the minimum amount added as a mark-up on shipping
Floor Weight, This is the minimum weight meaning no matter what all shipments will be calculated as being at least this weight.
Ceiling Percentage Markup-This is the percentage applied to shipments that are the ceiling weight or more
Ceiling Dollar Markup-This is the flat dollar mark-up added to shipments that are the ceiling weight or more
Ceiling Weight-This is the max weight for the sliding scale anything over the ceiling caps off at the ceiling percentage and dollar.
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.
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)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)
Submit Custom Quote -More Below
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)
Create Custom Order -More Below
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.
Manage Credit Cards
Here you may view, edit and delete credits cards saved by this contact or you may insert a new card for them.
View Storage Area
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.
Gear Next to Name
This lunches the edit contact page.
Red X Next to Name
This allows you to delete the contact from the system, this can only be done for contacts that have not placed any orders.
Globe Icon Next to Address
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.
Client Info
This is a number assigned to the contact that is searchable.
Customer Since-This is the date the contact was created
Sign Up Method-This will identify how the contact was created- Self Sign-up on Website or Admin Sign-up.
Payment terms-This identifies the terms that are set on the edit contact page
Last Login-The date and time of the last time this contact logged in.
Sales Rep-This is the sales rep or reps assigned to the account.
Default Pricing Tier-This is the default pricing tier set to the account
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.
Extras-High Priority, Free Coating, Reseller & Tax Exempt will be indicated here is they are set for the contact
Extended Custom Amount- This is the amount set for the contact to extend their cut-off on orders.
Convenience Fee- The preset convenience fee for the account will be displayed here or if the site default is used.
Store Credit-Any available store credit presently available on the account will be displayed here.
Referred From-'This is How They Heard' about you
Sample Pack Requested- Indicates if the contact has requested samples
Sample Pack Sent-Indicates if the requested samples have been sent (This action happens automatically when the Sample pack report is ran)
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)
Order Stats
Actual-This gives the actual stats of the account including orders for the day, yesterday, the current week, the current month, current year and total ever.
Average-This looks at the account and breaks it down into averages for daily, weekly, monthly and annually
User Coupons
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.
Internal Notes
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
Login as
Clicking this will log you into the store as that contact allowing you to process orders as the customer.
Cart Items
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.
Order History
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.
Search by
This allows you to search the contacts jobs history using the job id.
Advanced Search
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
Course Catalog 3-Orders/Jobs
BROWSE ORDERS PAGE
Filters
Hide Search Filters-This hides all filters and search functions of the page.
Turnaround Filters-This allows you to filter jobs displayed by turnaround
Quantity Filters-This function allows you to filter jobs by certain quantities
Jobs Before Cutoff-This determines if all jobs are displayed or only jobs placed prior to cut-off.
Regions-This filters jobs based on geography and what region of the US the job is shipping to.
West
Central
East
South
Canada
Days Filters-This filters what jobs are displayed based on when they were placed.
Today-Jobs placed today
30 Days-Jobs placed in the last 30 days
365 Days-Jobs placed in the 365 days
All-All jobs ever placed
Order Status
Pending-Jobs that have been submitted without payment or terms and requires and administrator to approve it.
Approved-Jobs that have been submitted with payment or terms and are awaiting to be moved into the pre-press status.
On Hold-Jobs that have an issues IE, either the job was not ordered correctly, there is an issue with the artwork or any other reason production can begin on the job.
Pre-Press-Jobs that have been pre-flighted and are awaiting to be moved into production. This status is connected to all Pre-Production reports.
In production
In-Design-The job is being designed
In-Print-The job is in print production
In Bindery-The job has been printed but is in bindery or finishing
In mail Dept-The job is in the mail department being prepped for mailing
Ready-The job is complete but the due date is in the future. For users that wish to hold jobs until their estimated due date this status is the holding area for those jobs, the status will automatically be updated to complete when the job is due when placed in this status.
In Review-There was an issue with the job and needs to be reviewed by an Admin or Manager.
Completed-Jobs that are Completed & ready for pick-up or had shipped out.
Unpaid-Jobs that have a balance owed
Voided/Declined-Jobs that were canceled or attempted and card was declined.
Quote-This status and it's sub-statuses relate specifically to the Quote-to-Order system.
Waiting On Quote-Quote has been submitted and no action has yet been taken by an admin.
In Progress-Quote has been acknowledged by an admin and the quote is in progress.
On Hold-Not enough information has been provided or some other issue with the quote has arisen that has cause the quote to be on hold.
Ready For Storefront-The quote is ready for the storefront to fulfill by addin their mark-up.
No Bid-No bid will be provided and the quote is essentially canceled.
Ready Order-The quote has been fulfilled and is ready to the converted into a live order.
Search Functions
Static Header Search-This can be accessed and used on any page of the admin. This will search for jobs using the first name, last name or job ID. You may use an astrix * at the beginning or the end of any entry to take the place of missing data, for example if you wanted to search by just the last four letters of a job ID you would enter *GFQT. Results can be fetched two different ways using this function. The first is by simply inputting your search, results will be displayed below which allow you to click the result and jump directly to that job or you can click enter on your keyboard or click the mag glass next to the search field to be taken to the browse orders page with all results displayed.
Advanced Search-To access advanced search click the down arrow next to the search field. This will many more search criteria items allowing you to search for one more jobs at once using one or all of the allowed criteria.
Customer Name
Company Name
Customer Email
Shipment Tracking ID
Internal Shipment ID
Order/Job/Quote Number
Job name
External Reference Number
Search by Order/Job Info-This functions the same as the static header search field.
Exclude Search By-This allows you to exclude results based on certain criteria.
Sale Sheet Columns
Symbols (Far Left Column)
Red A-Action Required
Green Link-Job linked to another
Orange Lock-Job is being viewed by someone else and is locked
Red & White Exclamation Point-High priority note Added to Job
Job Selection-The check boxes next to each job allow for you to select a job and perform actions on multiple jobs as once.
Click All Once-selects all "Yellow Jobs"
Click All Twice-selects all "Yellow & Green Jobs"
Mag Glass-This allows you to get a snap shot of the job specs without clicking into the job.
TA (Turnaround)-This the number of days or hours that was ordered when job was placed
Ex (Extras or Finishing)-This is an indicator if a finishing option is present on the job.
F-Fold
S-Score
P-Perforation
RC-Rounded Corners
H-Hardware
MS-Mailing Services
PO-Postage
DC-Die Cutting
Files-This will show how many files have been uploaded to the job
Number-1,2,3 etc indicates how many files are uploaded to the order
Green Check Mark-Indicates files have been pre-flighted
Rainbow icon-This identifies the job as being graphic design.
Order/Job ID-Date the order was placed and random grouping of 4 letters, for example 04152015.GBQX-01, when multiple jobs are placed within one order, the same date and letter configuration are used and each job is identified by a number, -01, -02, -03 etc.
Green Jobs-Local Pick-up
Yellow Jobs-Shipping
External Ref # (External Reference Number)-This is an identifier that only admins can see, this can be used to identify which machine the job is being produced on, the facility or vendor that is producing it or any other identifying mark you may need associated with a job.
Job Name-This is an identifier that is assigned to the job by the client.
Customer-This is the client that placed the order, clicking their name will jump you to their View Contact page.
Status-The job status.
Collected Amount-The amount collected for the job.
Sale Rep-The sales rep assigned to the client that placed the order.
Customer Color Codes
Red- High Priority
Yellow- Tax Exempt
Green-Reseller
Blue-Free Coating
Mass Job Functions-Any function that can be performed on one job can be performed on a grouping of as many jobs as desired using these functions. (To use these functions the left column job selector must be used)
External Reference-Add an external reference to any grouping of jobs you choose
Internal Tracking Number-Add an internal tracking number to any grouping of jobs you choose
Transaction ID-Add or Update the TID of any grouping of jobs you choose.
Mass Ready Que-Add as many jobs as you choose to the Ready Status Que
Customer Tracking Number-If a group of jobs have been shipped together you may update the tracking number on them all at the same time.
Memo-Add a memo to one or as many jobs at the same time as you'd like.
Mass Paid-Mark many jobs paid at once, this will also allow you to update the payment method of those jobs.
Mass Print Work Order-Select any grouping of jobs you choose and print all of the work orders for those jobs at once.
Mass Print Box Label-Select any grouping of jobs you choose and print all of the box labels for those jobs at once.
Mass Print Packing Slip-Select any grouping of jobs you choose and print all of the packing slips for those jobs at once.
Mass Print Invoice-Select any grouping of jobs you choose and print all of the invoices for those jobs at once.
Mass Ship-This function ties into the UPS or Fedex API, and will run both carriers simultaneously. This function will generate the tracking numbers and labels based on the shipping methods selected for the jobs selected, the jobs' status will be updated to complete, the tracking number will be updated on the job and emailed to the customer and the shipping labels will be printed. The only action required after is to place the shipping labels on the boxes.
Status-Update the status of as many jobs that you choose at once.
Internal Order Note-Add an internal note to as many jobs at once that you choose.
Mass Push Jobs-Push as many jobs into the fulfillment network at once as you choose. This function will take you to an itemized list of all the jobs you selected displaying your cost and the amount collected, where you then select your payment method and complete the push transaction.
Relate Jobs-This tool can be used to link jobs together such as a design and print job that go together or jobs that were not placed together but that are to ship together.
VIEW JOB PAGE
Upper Left Hand Corner
Job #-Date order was placed. IE 04012015 would be April 1st, 2015, then followed by a random grouping of 4 letters.
A number will be displayed directly to the right of the Job id, this is the number of times the customer has viewed the job.
If a job has any extras such as Links, Action Required or High Priority it will be indicated with it's symbol.
Job Status-Current status of the job.
Current Date-Real time calendar of date and time.
Job Date-The date and exact time the order was placed.
Job Placed-How many days, hours, minutes and seconds since the order was placed
Job Reference Name-The name the contact assigned to the job when placing it. You can edit this if needed.
Buttons in Upper Right
View Previous Job-Jump directly the previous job, this will be the last job place prior to this one, if there are multiple jobs placed within an order it will be the previosu job in the sequence but if you are on job id ending in 01 it will go to another contact's job that was immediately placed prior to the job you are on.
Proceed to Next Job-This will jump you directly the next job.
Print Work Order-Print the work order for the job you are viewing.
Print Box Label-Print the box label for the job you are viewing.
Print Packing Slip-Print the packing slip for the job you are viewing.
Print Invoice-Print the invoice for the job you are viewing.
Edit Job (See Edit Job Section)-This will allow you to edit the job after it's been placed.
Bill to Info
Name Clickable-When clicking the name you will be taken to the view contact page of that contact.
Email Address Clickable-This will launch an email draft from what ever default email program is set for the computer you are viewing the page on.
Alternate Email Field-This will allow you to add an alternate email that will also receive the email notifications of the order such as memos and status updates.
Ship to
This is the address that the job will be shipped to.
Create Shipment (UPS or Fedex)
This button will become present if the job is shipping when the job is in the In Production status. clicking this button will generate the label(s) and tracking number for the job. You will be given prompts asking if you want to create the shipping, clicking yes will create the shipment, tracking number and label, you will then be asked if you would like to print the label and email the client the tracking number, clicking yes will perform those actions.
Manually Charge Credit card
This button will be present is a balance is owed on the order. Clicking it will take you a payment page where the clients saves credit cards will be available along with saved billing information. The amount owed will be loaded automatically but the total can be edited if needed.
Job Specifications
Default Options-Default product options are Quantity, Paper, Color, Coating & Turnaround, these selections will be displayed on the job by default.
Non-Default Options-Clicking the plus symbol will expand and show all options present on the job.
Job Costing
Subtotal-Job total before any calculations
Tax-Sales tax charged for the job
Shipping-Shipping changes applied to the job
Credit Used-If credit was used and deducted from the charged amount
Job Discount-If a promo code was used the deducted amount
Total Cost-Total Amount charged, this should match the amount (or amounts) found within the TID.
WS Cost-This is the cost for you to push the job to the network
Job Artwork
Upload Files-This will launch the file uploader for the job, this will override any files that may have already been uploaded to the job.
Delete All Files Below-This will delete all files uploaded to the job
Pre-Flight Files-This will launch the pre-flight tool.
File Specific Functions
File Name-The file name will always be the same as the job id, along with the dimensions of the job, the file type and an additional identifier of which file it is IE 04012015.GDF_4.25x5.5_FILE_1.jpg
Proof-View a proof of the file with bleed lines
Reassign-Reassign the file to a different job under the same contact's account in the approved or on hold status.
Del (Delete)-Delete the individual file.
Work Flow Functions
External Reference- You can add an external reference to any job, this can be an indicator of the machine, facility or vendor the job is going to or even just a universal internal note.
Files Pre-Flighted- Checking this box indicates the files have been pre-flighted and are ready for print, checking this box opens a dialog window asking if you would like to change the job to the Pre-Press status, clicking okay does that and directs you back to the browse orders page, clicking cancel keeps you on the order page and allows you to further edit the job before saving. Job must be in the Approved or On Hold status for this function to be available.
Action Required-This adds the red A for action required that follows the job and is always displayed with the job ID. This indicates to production or shipping that an additional action is needed.
Job Status
Pending-Jobs that have been submitted without payment or terms and requires and administrator to approve it.
Approved-Jobs that have been submitted with payment or terms and are awaiting to be moved into the pre-press status.
Pre-Press-Jobs that have been pre-flighted and are awaiting to be moved into production. This status is connected to all Pre-Production reports.
In Production
In Production Sub Status
In-Design-The job is being designed
In-Print-The job is in print production
In Bindery-The job has been printed but is in bindery or finishing
In mail Dept-The job is in the mail department being prepped for mailing
Ready-The job is complete but the due date is in the future. For users that wish to hold jobs until their estimated due date this status is the holding area for those jobs, the status will automatically be updated to complete when the job is due when placed in this status.
Partially Completed
Completed-Jobs that are Completed & ready for pick-up or had shipped out.
In Review-There was an issue with the job and needs to be reviewed by an Admin or Manager.
Issue Reported-There is a field to input the reported issue and why the job is in review.
Investigating-The issue is being investigated
Escalated-When the issue has been escalated you then have the option to convert the job into a Reprint.
Reprint-When a job has been placed into Review status the Reprint button becomes present, when clicked a clone of the original job is created with and R added to the job ID.
Closed-The review issue has been closed
On Hold-Jobs that have an issues IE, either the job was not ordered correctly, there is an issue with the artwork or any other reason production can begin on the job.
Void-Jobs that have been canceled and that are not applied towards any sales calculations.
Declined-Jobs that were attempted but the payment transaction was declined.
Customer Unpaid-If a balance is owed on the job it will be displayed here, by un-checking this box the job will be marked as paid.
Add Late Fee-In settings under General Settings is where you set the default late fee percentage. By click this button the default late fee percentage is added to the balance.
Write off Job-This removes the job from your bottom line and omits it from any sales reports.
Expected Close/Conversion Date-This action is only present when the job is in the Pending Status. This is the date that the job is expected to become a live job.
Shipping Method-This is the shipping method of the job.
Ship Date-This is the date the job shipped.
Cust. Shipment Tracking ID-This is the external tracking number that is sent to the client to be used by the client to track their order
Internal Shipment ID-This is a tracking number that can not be viewed by the client, this would be used for example if an order is being shipped from another vendor to pick-up facility, the internal tracking number field would be used to add that tracking number to the job for easy reference.
Pre-Flight Tool
The pre-flight tool is launched by clicking the green button labeled Pre-flight Files.
When the pref-light tool is launched it will convert files that are RGB to CYMK automatically, it will also check the resolution and sizing of the file to ensure it is correct, if color conversion or occurs or there are any issues with the file you will be notified.
You will see a preview of the files to the left, if the job is double sided but only one file is uploaded a large red X will displayed in the missing file notifying you that there is a file missing.
This system will convert a 2 page PDF into 2 separate files to be edited and prepped separately.
Rotate Canvas-This rotates the canvas, the orientation of the both the front and the back must be the same.
Rotate Artwork-You can rotate artwork clock-wise or counter-clock wise. The artwork orientation should match the orientation of the canvas.
Stretch-the artwork can be stretch horizontally or vertically to fit the canvas if the art is not the correct size. You will be given a notification that when this tool is used the quality of the artwork can be compromised.
Scale-You ca increase or decrease the size of the file by clicking the plus and minus buttons
Move/Position-To move the file you must first unlock it, once the file is unlocked it can be clicked and dragged to any position, you can center the artwork, or click the arrows to move the file up-down or side to side.
Misc Tools-These tools allow you to modify the file.
Tag-You can add a text tag to the order, by default it will state Printed By: 'Your Website'
Color Picker-This will allow you to pick a color to add a background to the file.
Undo-You can undo a change made to a file
Redo-After under is used you can revert and redo the change
Reset-Allows you revert back to the original file uploaded and erase all changes.
Preview Proof-These are different ways to proof the file
Green Check box- trims the art as it will be in production,
Mag Glasses-You can zoom in or zoom out with the mag glass
3D-Launches a 3D preview of the file so that you can rotate and flip to ensure it oriented correctly
Full Screen (Blue Box)- This expands the pre-flight tool into full screen or exits full screen
Proceed to Next File-Marks the first file as approved and opens the second file.
Okay to Print-Marks both files as pre-flighted, closed the tool and directs you back to the order to complete the pre-flight process or make additional changes to the order if needed.
Help Tab-To the left you will see a green tab labeled Help, this will give information and instructional info on the tool.
Internal Job Comments
Internal Comments-Every action taken on a job is recorded, leaving a bread crumb of who did what when on a job so that it can always be tracked and referenced when needed.
High Priority Note-Adding a High Priority Note adds an icon that follows the job and is displayed anywhere the job id is displayed, this marks the job as high priority and should given special attention.
Memo to Customer-This system allows for a message to be sent to the client from the website about any issues, questions or concerns about the job.
Available Merg fields-These fileds allow for you to add tokens to a memo to a customer that will pull information from the customer's account or the order the memos is being sent from.
Memo Templates-These are pre-made templates for common issues with jobs that will pre-fill content into the memo field that can be edited and sent to the client.
Job Extras
High Priority-Indicates with Red Dot, means job should or is required to receive extra attention, further clarification can be provided in job notes.
Comp/Jobs/Sponsorship-This allows for a job to comped making it a free job and omitting it from any sales reports.
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)
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.)
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.
Flip Dimensions-This flips the dimensions meaning if an 8.5x11 is ordered but the file is set-up landscape the dimensions would need to be flipped to 11x8.5.
Send job Follow-up Email-This action sends the client an email to follow up with them about their order, this action is usually only taken on jobs that are pending or on hold.
IP Address-This is the IP address of where the order was placed.
Transactions (TID)-This is the record of the transaction or transactions on a job and documents the transaction ID pulling from the gateway used to process payments.
Reorder Reminder-This is something that can be set by the client when ordering or by an admin, this send the client an email to remind them it's time to order their item again.
Sales Rep Commission Payout Complete-This indicates that the sales rep has been paid commission for the job.
Skip Sales Rep Commission Payout-This omits any commission from being paid to the sales rep for this job.
Save Buttons
Some actions have auto functions on this page, other require a save to occur for the action to process. If a prompt window is not given for the action you took, that means you must save for the action to take affect.
Save & Return to Previous Page-This allows you to save any changes you have mad and jump to the last page you were on before landing on this job page.
Save & Proceed to Next Job-This allows yous to save any changes and proceed to the next job ordered.
Save & print Work Order-This allows you to save any changes and print the work order for the job.
Save & Stay on Page-This allows you to save any changes and remain on the same page to view and make further changes as needed.
Resend Receipt
The email from the account of the order you are viewing will be auto-populated to this filed but a different address can be inputted if needed.
Job Receipt-This will send a receipt for the job that is being viewed.
Entire Order Receipt-This will send a receipt for all jobs that were ordered under the same transaction of the job that is being viewed.
Shipped Boxes/Tracking
Box-This will be the box number for the shipment.
Tracking-This will be the tracking number for the box
Size-This will be the size of the box being shipped
Weight-This will be the weight of the box
Print Fedex Label-You may manually print the box label by clicking this button.
Void-You may void the shipment completely by clicking this button. (To completely clear the shipment and be able to start over the tracking number must also be deleted above)
Add Sales Rep
Split Sales Rep Ownership-Sales reps are assigned to contacts when the account is created. This system allows you to split the commission of a single job between multiple sales reps.
Relationships
Relationships allow you to connect jobs with others, this also leaves a green link icon that follows the job id anywhere it is displayed. The icon is clickable and will jump you directly to the linking info.
Job Number-This is the job number or ID of the job you would like to create a relation between the job you are on with.
Description-This is a brief description of why you are creating the relationship, for example- These two jobs should ship together.
EDIT JOB PAGE
Copy this configuration and create a new custom product
This function allows you to take a custom product and clone it to make changes without affecting the previously created product. This is very important, if you do not use this and simply edit an existing custom product on one order and then re-order a previous job using the same custom product the changes made on this job will carry over to the new order. If you only want changes made to a custom product and how it relates to the job you are viewing only this is the function you must use.
Edit this custom product
This will allow you edit the custom product or convert a line item product to a custom product to make changes and customize the job.
Edit Info
Edit Billing Info-This will allow you to edit the billing info on the job
Edit Shipping Info-This will allow you to edit the shipping info on the job
Edit Drop Ship Info-This will allow you add or edit the drop ship from address on the job.
Job name-This will be reference name of the job assigned to the job by the client. If one is not present you can add one here.
Edit Job
Category-You can change the job ordered to any other category available in the catalog. For example a customer has ordered a 4x6 postcard but really needs a 4.25x5.5 flyer, this may be under a completely different category.
Product-Change to any product within the category selected
Standard Options-Change or add any standard options available on the product selected
Additional Options-Change or add any additional options available on the product selected
Shipping
Type-Change the shipping to any available carrier or method
Address-Select from pre-set shipping addresses on the customer's account
Shipping Insurance-Add shipping insurance to the job checking this box.
Order Costing
Any changes made to the job will be reflected in the total, if a balance is added you will be directed to charge the client using their stored credit card info. If the total is reduced by the changes made a credit will be added to the client's account automatically
Payment Method-Change the payment method that was used to pay for the job
Apply Store Credit-If the contact has available store credit it can be applied to any balances add to the job by changes made.
Manually Add Credit to Job-You can manually add credit to the job
Reduce Job Total By-You can reduce the total of the job by any amount by imputing it here.
Special Instructions
If special instructions were added by the client when order was being placed they will be present here, special instructions can be edited or added by admins as needed. If special instructions are present on a job when the view job page is opened for the job a prompt will be given notifying the user special instructions are present.
Course Catalog 4-Custom Orders/Quotes
CREATE CUSTOM ORDER CONT.
Billing & Shipping Info
Input Fields- Both billing and shipping address must be fill in completely, you can select from a drop down of pre-filled addresses for both billing and shipping that are already available on the account, If no info is present it must be inputted and saved.
Copy From-You may click the Copy From button to copy the billing address over as the shipping address, all fields must be highlighted in green to proceed
Proceed to next step, will be functional if all info is filled in properly, clicking this button will open the complete custom order interface below
Start Over-If for any reason a portion of the data above is incorrect, you can click the Start Over button to begin again and edit the information, this action can be performed at any time on this page, any work done on the page will be lost.
Payment Type
Credit Card
Pay Later-This will put the order in as pending unless the contact has terms
Pay Now-This launches the payment page when the custom product is complete to access saved credit cards on file for this contact or input new credit card information
Job Name-This is the job name for the project, this can be changed later if needed
Copy From Another Product
This system allows you to copy from existing products in the catalog copying and pre-loading the options making the creation of a custom product more streamlined
This will allow you to select from existing product types (The next drop down may take a moment to load, it is pulling all of the available options from the data base)
Available product types will open another drop down with available product categories (Some product types will only have Custom Products available)
Custom Product options will display previously made custom products
The selected product categories will then open another drop down with available products/sizes
The selected product/size will then display another drop down showing the available quantities
Once the desired configuration is selected click Copy, this will load all options from the existing product, allow you to then customize
When selecting option values look for the options that have *** before them, these are the actual options present on the product and will load the pricing associated with it
All values associated with the option will be available in the value drop down, you may choose from any of those option or create a new value
To create a new value select New Value at the bottom of the list, this will turn the drop down into an input field and you can type what ever you'd like. Be sure not to create duplicate value and look for what you need prior to create something new
Product Name
If you copied from an existing product, the product name will be copied as well, however you can make this something custom by clicking the drop down and selecting New Product Name at the bottom of the list.
If you have not copied form an existing product a list of previously created custom product names will be given, if you would like to create something new select New Product Name at the bottom of the list
Action Required-This adds the red A for action required that follows the job and is always displayed with the job ID. This indicates to production or shipping that an additional action is needed.
Insert A Standard Option
If you have not copied form an existing product you will need to add all of the options manually
Clicking Insert Standard Option will load drop downs for Option & Value
You can select from pre-existing standard options, this will give all standard options available in the catalog
When selecting from pre-existing Options the existing values associated with that option will be in the Value Drop down.
You can select from the pre-exsiting Values or add something new
To add something new select Add New at the bottom of the list, this will turn the drop down into an input field and you can type what ever you'd like. Be sure not to create duplicate value and look for what you need prior to create something new
At the bottom of the list you will see New Option, you can use this to create new options. Be sure not to create duplicate Options and look for what you need prior to create something new
If you create a new option the the value field will be an input field, where you will have to create your own
Insert an Additional Option
If you have not copied form an existing product you will need to add all of the options manually
Clicking Insert Additional Option will load drop downs for Option & Value
You can select from pre-existing additional options, this will give all additional options available in the catalog
When selecting from pre-existing Options the existing values associated with that option will be in the Value Drop down.
You can select from the pre-exsiting Values or add something new
To add something new select Add New at the bottom of the list, this will turn the drop down into an input field and you can type what ever you'd like. Be sure not to create duplicate value and look for what you need prior to create something new
At the bottom of the list you will see New Option, you can use this to create new options. Be sure not to create duplicate Options and look for what you need prior to create something new
If you create a new option the the value field will be an input field, where you will have to create your own
Product Boxes
If you have copied from an existing product the shipping boxes and weights will be pre-loaded for you based on that product
You can then edit the boxes by deleting boxes, adding more boxes, changing weights and changing dimensions
Insert Product Box
Size-This will show all available box sizes in the system
Weight-Input the weight of the box
Position-Number of box
Copy Box-Once the weight and dimensions have been set, you can duplicated by clicking this button,
Once a box has been copied from and created it can be edited
Remove All Boxes-This is a reset of boxes, removing an boxes created on the product either manually or from copying
Select Production Method
This pre-loads the External Reference for the Job.
Special Instructions
If any special instructions are needed for the job they should be input here, this will open a pop-up any time the job is viewed by an admin
Discount
This drop down has percents ranging from 1% to 99% and allow you to reduce the total of the job by that percentage
Credit Amount
This allows you to add credit to the job reducing the total by any dollar amount
Shipping Method
This how the job will ship
Convenience Fee
This allows you to add a percentage or flat amount to the job total
Grand Total
This is the the final amount owed for the job after all discounts, fees, shipping and tex have been calculated
Estimated Completion
This is the estimated completion date that will be give for the job, this is based on the cut-off, production and turnaround time added to the job
Create Custom Order
This creates the order, in creating a custom order you have created a custom product which can be re-ordered by the client at any time through their customer profile.
QUOTE-TO-ORDER SYSTEM CONT.
There are multiple ways that a contact can submit a custom quote
Quotes can be found in the Browse Orders page and tracked the same way orders are
Quotes will have Q- before the order number and the quote order number is in the same format, date of order and 4 random letters for example Q-04152015.DBHY-01, if multiple quantities are requested on the same quote additional quote numbers will be created- 02, 03 etc.
You can Push a quote to the HUB to be quoted, if the final print order is to be push to the HUB the quote MUST be sent to the HUB, this is done by clicking the orange button Push Quote to HUB.
If you are to fulfill the print order yourself for the quote you click FullFill Quote
This system uses that same functionality as the Create Custom Order system with some minor differances
You will be able to copy from any existing product in the catalog and pre-populate options, values and prices
If the quote was generated copying from a product on the contact level there will be a blue button to load Prices from the Source Product, this will pre-populate all prices and allow for you to edit.
Cut-off time, Production Time and Turnaround must be present
Shipping boxes must be present, if no shipping boxes are included in the quote, this means no shipping boxes will be included on the order and shipping can be added at the time of order
Once all needed selections have been click Save Customer Product
Once the quote has been fulfilled you would change the status to Ready to Order, this notifies the customer by email that their quote is ready to be ordered
In the quotes page of the customer profile there will be a red link present Click Here to Unlock Quote, this converts the quote into a product and loads it into the customer's cart. Once a quote has been converted to an order it can be re-ordered by the client at any time
If you are pushing the quote to the HUB. The HUB will then set the cost to you for the job to be pushed
Once the HUB has set your cost, the status will be set to Ready for Storefront, you will receive an email notifying you of this change
You will then click the Fulfill Quote button and input the prices/mark-ups for what you would like to charge your client
Once you have filled in all priced and click Save Custom Product
Then you must change the status of the quote Ready to Order which then sends the customer an email notifying them that their quote is ready to order
Course Catalog 5-ACL/Admin Access Control
User Roles-These are the different roles for staff members of your organization, be sure to assign employees to the appropriate rolls based on the access you want them to have, employees can be assigned to more than one role.
Administrators-This roll should only be assigned to a high level trusted manager or owner of the company, this roll can do everything available in the software
Manager-This roll is similar to the administrator but with limitations
CSR-This rolls has limited access but still has a lot of functionality in relation to orders and customers
Production-This roll can pre-flight files, change job statuses, print work orders & box labels and run pre-production reports
Graphic Designer-This rolls is for graphic designers, they can only see jobs that have been assigned to them
Sales Rep-This roles if for sales associates, sales reps can only jobs and account account that are assigned to them. This roll ties into sales reports that are specific to sales reps and commissions
Shipper-This roll can change the status of jobs and generate tracking numbers and shipping labels.
Production-This roll can pre-flight files, change job statuses, print work orders & box labels and run pre-production reports
Browse Role-This take you to the system to manage and add users to that clicked on roll
Add Users to Role-This will launch a screen displaying all users that have previously been assigned to a roll and search field to look for new users.
Users are tied to contact accounts, any contact account in the system can be escalated to a user role. The user must have a contact account created on the website to be eligible to be added as an ACL user.
The search field will locate any contacts by last name or email.
Check the box next to the name of the person you wish to add to the roll and click Convert & Insert into Roll, this user will be added to the ACl directory and will be available to be added to other roles.
The users assigned the toll you are viewing will be displayed
You can edit the user which will allow you to edit general info about the user
You can remove the user from the roll
You can suspend the user leaving them in the roll but revoking their access
Course Catalog 6- Admin Navigation
HOME PAGE
Yellow Header
Job Requires Action-This is static throughout the Admin
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
When this is clicked it directs you to the Browse Orders page with all of the jobs listed
Jobs OVERDUE
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
When this is clicked it directs you to the Browse Orders page with all of the jobs listed
Jobs Due Today
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
When this is clicked it directs you to the Browse Orders page with all of the jobs listed
Orders/Quotes (Jump to Orders->Status)
The link Orders/Quotes in the header when clicked will present a drop down
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.
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
All Orders/Jobs for the day that are still in the Pending, Approved or On Hold statuses will be displayed on the Home Page
Order Statistics
Today's Orders/Jobs
Today's Sales
Yesterday's Orders/Jobs
Yesterday's Sales
Current Month's Orders/Jobs
Current Month's Sales
EST Current Month Sales
Year-to-Date Orders/Jobs
Year-to-Date Sales
EST Annual Sales
AVG Daily Orders (Day # 105)
AVG Order Amount
AVG Order Profit
Total Open Credits
Clicking this will display all of the credits and amounts assigned to contacts
Outstanding Unpaids
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.
Clicking Show Details will give a complete list of jobs for the contact and the balance on each job.
Login Report
This report will show who has been logged into the store recently along with some very useful data
If there is a green Open present here that means this contact has an active open cart at that moment
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
Clicking the name will launch the view contact page of that person
The primary phone number is displayed for the contact to easily contact them
Clicking the email address will launch an email draft from the default email program on your computer
Clicking the box next to the email will launch the website of the email URL in a new tab
Clicking the paper and pencil symbol allows you to add a note about the contact
The date and time of their login will be displayed and next to it the date and time of their most recent order
If there is a green check mark present that means the contact has an open job
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
Lastly you will the contact's sales rep and their lowest available pricing tier.
Quick Links
Sales Reps
View-This will show a list of sales reps along with their stats
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.
Contacts
Browse-This will direct you to the browse contacts page
Add New-This will direct you to the Add New Contact page
Categories (Manage Categories)
This will jump you directly to the Manage Cats/Products page
Coupons
Add New-This will direct you to the Add Coupons Page
Browse-This will direct you to a searchable list of all coupons ever created
Report-This will direct you to Coupons Report
Add Coupon Page
Coupon Code-This can be any combination of numbers and letters, lower case or capitalized.
Discount-This can be a dollar amount or percentage, dollar should be inputted as 5.00 percent would be inputted as 5%.
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.
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
Apply to Products-This opens another drop down allowing you to select a category
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
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.
Tier Level-This allows you to restrict which tiers are valid to use the code, select Any for all pricing tiers to be available
Valid on these days-You must select what days you want your code to be valid, if it is valid everyday, check every box.
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
Expires-This is the date the code expires, if left blank there is no expiration.
Coupon Description-This is a message displayed to contacts when using the code on the storeOptions
Valid For New Customers Only-This means only customer that have never placed an order before
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.
Use only once per customer-When this checked a code can only be used once by each customer
User Specific-When this is checked the code is then available at the contact level and can be assigned in the View Contact system
LEFT NAV
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.
MAIN MENU
Home- This will take you back to the home screen from any page in the admin.
Settings- This will take you to the settings page of the admin.
Update Password- This will allow you to update your password for the admin.
Logout- This will log you out of the admin.
User Roles/ACL
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.
Administrators
Graphic Designers
Sales Reps
Shipper
Production
CSR
Storefront CMS
301 Redirect-301 redirects are intended to redirect site visitors to valid pages for pages that no longer exist
Image Slider-Allows you to upload/change your store image slider/banner displayed on the home page of your store
JS Integration-Allows you to add Javascript to your store
Meta Data-Allows you to add/edit/remove meta data for any/all pages of your store
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
Navigation Menus-Custom Navigation Menus, Allows you to add/customize the navigation menus on your website
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
Testimonials-Allows you to add/edit/remove customer testimonials for your company. This is reflected in the testimonials section on the store
Website Pages-Allows you to add/edit/remove website pages for your store.
Products
Manage Cats/Products-Products are assigned to categories based on their specs, this interface allows you to edit product options, pricing, images and descriptions.
Coupons
Add new-Jump to page to add a coupon code
Browse All-Browse complete list of all created coupons
Contacts
Add New-Jump to add new contact page
Browse All-Jump to browse all contacts page
Import-Jump to import contacts page
Export-Export contacts into a CSV file
Contact Blast-Jump to contact blaster page.
Orders/Quotes
Browse Orders/Quotes
Reports
General Reports
Best Sellers
Orders Per Hour
Orders Per Day
Orders Map
Orders IP Breakdown
Samples Reports
Requested Pending
Requested Sent
Request Both
Sample Packs sent
Contact Reports
Contact Login
Abandoned Carts
Customer Order Activity
Customer Leads by State
Customer Statistics
Customer Sales
Customer Credit
Affiliate Program
How They Header About Us
Customer Artwork Storage
Production Reports
In Production
Pre-Production Reports
Spreadsheet Report
TN
Sales Reports
Sales with Profit Breakdown
Sales Tax report
Weekly Sales Report
Monthly Break Down Report
Order Statistics Report
Option Breakdown Report
Unpaid Report
Payment Type Report
Coupon Reports
Coupon Report
Shipping
Manage Shipping
Course Catalog 7-Shipping Providers
MANAGE SHIPPING PROVIDERS
You will first select your Provider such as Fedex or UPS. (Both Fedex and UPS have APIs allowing you to fetch rates in real time, create tracking numbers and create labels internally within the software)
Shipping Insurance is something that can be added to an order by a client if you have it activated
When you have selected a Provider you will then see the methods associated with that provider.
You can enable all methods or disable all methods
You can also enable or disable a single provider with the drop down in the right column
If all methods are disabled, then the provider is not displayed on the website as an option
You may enter an override price, so if you want this contact to get free ground shipping you would enter 0.00
Floor Percentage Mark-up, this is the max percent mark-up that will be applied to shipping
Floor Dollar Mark-up, this is the minimum amount added as a mark-up on shipping
Floor Weight, This is the minimum weight meaning no matter what all shipments will be calculated as being at least this weight.
Ceiling Percentage Markup-This is the percentage applied to shipments that are the ceiling weight or more
Ceiling Dollar Markup-This is the flat dollar mark-up added to shipments that are the ceiling weight or more
Ceiling Weight-This is the max weight for the sliding scale anything over the ceiling caps off at the ceiling percentage and dollar.
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.
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)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)
Zip Codes-If no zip codes are added for a method provider then that means that method is available for all Zip Codes.
Clicking Add Zip Codes will direct you to a new page will select the provider and method again
Then select State or City
This will present you with a list of states
If State was selected, you can select the states you wish and click Add Zip Code
if you City was selected, the corresponding cities in that state will be displayed allowing you to select the cities you wish and click Add Zip Codes
Edit zip codes presents a window showing all zip codes that have been added for the method
You can delete one zip code at a time
You can delete all zip codes
You can manually type or paste zip codes and add them
If you have made any changes to a method you must click Save for it to become live in the system, you make changes and navigate away from the page without saving the changes will be lost
Course Catalog 8-Reports
Reports
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.
General Reports
Best Sellers-Best Sellers Report displays which categories/products sold the best for a given time frame. *This report uses a date range
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
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
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
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
Samples Reports
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
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
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
Contact Reports
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
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
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
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
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
Customer Sales-Customer Sales Report is used to display detailed individual customer sales related information.*This report uses a date range
Customer Credit-Customer Credit Report is used to display individual customer store credit amounts.*This report does NOT use a date range
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
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
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
Production Reports
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
Pre-Production Reports
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
TN- The trade network report has the same filters as the Spread Sheet report: Region, Paper, Coating, Turnaround, Quantity and Shipping.
To start the Push Process of the job check the box next to the job you wish to push.
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.
When all selections are made and you are ready to push the job click the Green Push Button.
Once the product has been pushed it, it is marked as In Production for you and your customers.
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.
Sales Reports
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'
Sales Tax report-Sales Tax Report</b> is used to review sales tax collected.*This report uses a date range
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
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
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
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
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
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
Coupon Reports
Coupon Report-Coupon Report is used to review coupon code details.*This report does NOT use a date range
Course Catalog 9-Settings
SETTINGS
Store Set-up
CMS
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.
Facebook URL- Input the URL for your facebook page here and the facebook logo with link will be added to your home page.
Google URL- Input the URL for your Google+ page here and the Google logo with link will be added to your home page.
Linkedin URL- Input the URL for your Linkedin page here and the Linkedin logo with link will be added to your home page.
Twitter URL- Input the URL for your Twitter page here and the Twitter logo with link will be added to your home page.
Home Page Slider- This Controls if the home page slider is on or off.
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.
Home Page Popular Images- This controls if the popular products Business Cards, Postcards & Brochures is displayed under the slider.
Yelp Review URL- This makes your Yelp page available on the /feedback/feedback.html link on your store where customers can leave feedback.
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.
Yahoo Review URL- This makes your Yahoo page available on the /feedback/feedback.html link on your store where customers can leave feedback.
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.
General Settings
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.
Default Extended Cutoff Time Price- This is the default price to extend cut-off
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.
Display Cart Prices Without Logging In- Contacts cannot see pricing unless they have created a profile and logged in.
Site-Wide Customer Email Validation- Validates customer email addresses.
Order Late Fee- The percentage that is accessed to an order amount if payment is late.
Customer Activity Report Days- This sets the amount of days for the customer activity report. By default this setting is 90 days
Auto Logout Time- This setting controls when the admin will be logged out after a certain amount of time where there is inactivity.
Default Credit Limit- This it the default credit limit amount when setting up a customer's payment type as anything other then prepayment.
Default Pricing Tier- This determines the pricing tier visitors will see and new accounts will be assigned to.
Force Contact Info Review- This setting controls whether contacts must review/update their information once they become inactive.
Contact Can Save Credit Cards- This setting controls whether a contact can save credit cards or not.
Display Product Starting Price Per Piece- This setting controls whether the displayed lowest starting price is per piece or for the actual lowest quantity.
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.
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.
Display Tool Tips- This setting controls whether or not tooltip assistance is visible or not.
Display Product Starting Price- This setting controls whether the displayed lowest starting price is displayed or hidden.
Quote-to-Order- This setting controls if the quote to order function is available or not.
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.
Display Turnaround As Days- This setting controls whether the turnaround selected for a job displays as hours or days in the administrative section.
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.
Customer Pickup Location- This setting controls what location you want your customer to pickup their job from. None = No pickup offered
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.
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.
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.
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.
Price Match Program- This setting controls whether the price match program is turned on or off.
Require Quote-to-Order Budget Field- This setting controls if the budget field is required for the Quote-to-Order feature.
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.
Email Addresses
General Reply to Email- This is the email address that will be assigned to most emails that are sent from the server.
Merchant New Order Email- Used for sending a copy of new order notifications.
Merchant New Files Email- Used for sending a copy of new file notifications.
Contact Email- Used for general site contact.
Order Comments Email- Order notes submitted by the customer are sent to this address.
Support Email- Used for sending the support department emails.
Delivery Email- Used for sending the delivery staff emails.
Online Designer Email- Used for where emails are sent that are generated by the online design tool.
Production Email- Used for sending the production department emails.
Quote Email- Used for sending quote department emails.
Marketing Email- Used for sending the marketing department emails.
Phone
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.
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.
Fax Number- Company fax number, displayed on contact page.
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.
Company Variables
Company Name- This is the company name that is used/displayed throughout the website.
Main Company Name- This is the parent company name. If there is no parent company then leave this variable empty.
Company Domain Name- This is the company URL/Domain name.
Company Address- This is the address of the company.
Company Zip- This is the zip code of the company location.
General Staff Signature- This is the general staff signature that appears in company emails that are sent to the customer.
Company State- This is the state used for the company.
Company City- This is the company city.
Main Company Domain Name- This is the parent company domain name. If there is no parent company domain name then leave this variable empty.
Company Google Page- Used for company google page. This is included in some emails as part of the signature
Company Ranking- Used as part of the email signature
Company Country- This is the country used for the company.
Customer Portal Settings
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.
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.
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.
SHIPPING SETTINGS
General Shipping
Default Country- This is the default country that is used throughout the website when an address is being imputed.
Default Shipping Zip code- This is the default zip code used for shipping.
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.
UPS User ID- This is the user id that is used to communicate with the ups servers.
UPS User Password- This is the user password that is used to communicate with the ups servers.
UPS Account Number- This is the account number that is used to communicate with the ups servers.
Shipping Insurance Percentage- This controls the percentage of the shipping insurance added to orders.
Shipment Origin Address- This is the address used as the origin when calculating shipping quotes.
Shipment Origin City- This is the city used as the origin when calculating shipping quotes.
Shipment Origin State- This is the state used as the origin when calculating shipping quotes.
Shipment Origin Country- This is the country used as the origin when calculating shipping quotes.
Auto Fill Drop Ship- Auto fill drop ship information for resellers with their default billing information if they do not provide an address.
FedEx Account Number- This is the account number that is used to communicated with the fedex servers.
FedEx Meter Number- This is the meter number that is used to communicate with the fedex servers.
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.
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
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.
Box Labels
Label Height- This is the height of the label used for shipping.
Label Width- This is the width of the label used for shipping.
Box Label Company Message- Messages from the company to it's customers that will appear on the box labels.
Allow Rep to Post Message- This setting will allow a rep to post their own box label message that will override the company message.
ORDER PROCESSING
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.
Charge Sales Tax?- When enabled this controls whether sales tax is collected/calculated or not.
Apply Credit To Tax?- When enabled sales tax will be calculated when store credit is applied.
Tax Shipping?- When enabled sales tax is calculated on the shipping amount also.
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.
Payment Related
Cayan Post URL- This setting defines the gateway URL for authorize.net.
Cayan Login API ID- This setting defines the api id that is used to process credit card payments for authorize.net.
Cayan Transaction Key- This setting defines the transaction key for authorize.net.
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.
Number of Credit Card Limit- This is the amount of credit cards that can be used on a single transaction.
Credit Card Percent- This is the credit card percent that the merchant/gateway implements for charges.
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
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
PayPal Mode- This setting controls whether paypal is in test or live mode.
PayPal MerchantAccount ID- This is the merchant account ID used to process payments.
Payment Gateway- Cayan is the only credit card gateway available
Merchant MID- This is the merchant ID or MID number used to identify what merchant account funds will be deposited into.
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.
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.
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.
Available Payment Methods- Follow this link- /settings/payment-methods.html This setting controls what payment methods are shown through the site checkout.
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.
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.
INTEGRATION SETTINGS
Google Analytics
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
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
Google Analytics Urchin ID- This setting controls what Google Urchin ID is used to identify you to google.
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>
Google Analytics Signup Page- You must sign up for Google Analytics before you can use this feature.
Google Webmaster Tools
Google Webmaster Store Key- Google generated key for site verification. This allows the google webmaster tools to identify your website.
Google Webmaster Main Key- Google generated key for site verification. This allows the google webmaster tools to identify your website.
Catalog Course 10-Content Management System
Storefront CMS
301 Redirect-301 redirects are intended to redirect site visitors to valid pages for pages that no longer exist
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.
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.
Once a link has been added it can be edited or deleted.
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
Image Slider-Allows you to upload/change your store image slider/banner displayed on the home page of your store
Recommended slide dimensions are 325 pixels tall by 1100 pixels wide.
Click Choose file to select the image from your desk top then click Upload Slider image.
Give your slide a name, and description, this is helpful for SEO purposes.
Set the link where you slide will open to when clicked, this should be full URL format and http should always be present.
You can have the new page open in the current window or new window.
The slider position is the order in which the slides are displayed
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.
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
To add new slider positions click the green Add New Slide button
This process can be repeated up to 10 times, adding up to 10 unique slides to your storefront.
Once all of your changes have been made you will click Display Customized Slider On Store
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
How Hear About Us-This system allows you to enable and disable different methods that a customer may have heard about you.
You can edit the items allowing you to create your own customized list
You can change the rank of the items, moving them up and down
Check the box next to an item to disable it, leave the box enabled to keep it enabled.
JS Integration-Allows you to add Javascript to your store
This system can be used to integrate programs that operate using Java Script, an example of this would be Google Analytics or Live Help.
To insert the code click Insert JS Code
Enter a label for the code, this is how it will be displayed to you in the admin for you to identify it later
Input the code, there is an example of what a code would look like to the left
Check the box for Enabled for the code to become active
Check the box Enable on Store or Enable on Customer, this activates the code for the portions of your website
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.
Once all selection have been made click Save Code
Meta Data-Allows you to add/edit/remove meta data for any/all pages of your store
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.
Page name is the last portion of the URL.
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.
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
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.
To add file click Choose and select the file you wish to upload from your desk top, then click upload.
To use the image in HTML right click the name of the image and select copy link address
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.
Navigation Menus-Custom Navigation Menus, Allows you to add/customize the navigation menus on your website
To add customized menus you must create the complete menu and override the existing one taking it's place
First click Insert New Navigation Menu
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
This is for advanced users that have knowledge of SEO and Google Webmaster Tools.
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.
Testimonials-Allows you to add/edit/remove customer testimonials for your company. This is reflected in the testimonials section on the store
Click insert Testimonial, type or paste in your testimonial,
You can use the basic HTML editor to add links or images if needed.
Once all info is imputed, click save the testimonial will be displayed on your store. Testimonials can be edited or deleted at any time.
Website Pages-Allows you to add/edit/remove website pages to your store.
To edit existing pages, you will be overriding them or replacing them.
You can also use this system to create new pages and add them to your website
The first step in this process is to format the link which is how it is or will be accessed
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.
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
The library of this link is 'services'
The template/page of the link is mailing-services.html
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.
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.
You can input the Meta Data for the page in this system, the Page Title, Meta Description & Page Keywords
There is a basic HTML editor that can be used to add text and images, also any images that are uploaded to your media library will be along the left.
Within the HTML editor you can click HTML which will open a window where HTML created off system can be pasted and used.
Elements of the website can be hidden on the page, checking the page next to the item hides it on the page.
For advanced users there is a CSS editor allowing for Cascading Style Sheet coding to be used to create pages.
Once all info is added you can save the page clicking Insert, you can stay on the page or return to the pages list
There will be directory of all pages added or overridden that all you to delete and edit them at anytime.