eStore Solution Stack

Transcription

eStore Solution Stack Version 2.5 User Guide
eStore Solution Stack™
version
2.5
User Guide
Copyright
Copyright © 2004, 2005, 2006, 2007 BVSoftware. All rights reserved.
Copyright © 2007 Nodus Technologies, Inc. All rights reserved.
Your right to copy this documentation is limited by copyright law and the terms of the software license agreement. As the
software licensee, you may make a reasonable number of copies or printouts for your own use. Making unauthorized copies,
adaptations, compilations, or derivative works for commercial distribution is prohibited and constitutes a punishable violation of
the law.
Trademarks
Nodus eStore Solution Stack, Scheduled Payments, ePay Advantage, Credit Card Advantage, eStore
Advantage, and Retail Advantage are either registered trademarks or trademarks of Nodus Technologies, Inc. in the United
States.
The names of actual companies and products mentioned herein may be trademarks or registered marks - in the United States
and/or other countries - of their respective owners.
The names of companies, products, people, and/or data used in window illustrations and sample output are fictitious and are
in no way intended to represent any real individual, company, product, or event, unless otherwise noted.
Warranty disclaimer
Nodus technologies, Inc. disclaim any warranty regarding the sample code contained in this
documentation, including the warranties of merchantability and fitness for a particular purpose.
Limitation of liability
The content of this manual is furnished for informational use only, is subject to change without
notice, and should not be construed as a commitment by Nodus Technologies, Inc. Nodus Technologies, Inc. assumes no
responsibility or liability for any errors or inaccuracies that may appear in this manual. Neither Nodus Technologies, Inc. nor
anyone else who has been involved in the creation, production or delivery of this documentation shall be liable for any indirect,
incidental, special, exemplary or consequential damages, including but not limited to any loss of anticipated profit or benefits,
resulting from the use of this documentation or sample code.
License agreement
Use of this product is covered by a license agreement provided with the software product. If you
have any questions, please call the Nodus Technologies Support at 909-482-4701
Publication date
2
December 2007
12142007
Table of Contents
Table of Contents ................................................................................. 3
Introduction .......................................................................................... 9
What’s in this manual? ........................................................................................ 9
Terms and Conventions ...................................................................................... 9
Additional Resources ........................................................................................ 10
Pre-Installation Checklist .................................................................. 10
System Requirements ........................................................................................ 10
Microsoft SQL Server .................................................................................................................. 10
Internet Information Services (IIS) ............................................................................................... 10
Microsoft Dynamics Great Plains (GP) ........................................................................................ 10
Network Topology .............................................................................................. 11
Standard Server Configuration .................................................................................................... 12
Single Server Configuration ......................................................................................................... 13
eConnect Runtime for Microsoft Dynamics GP ........................................................................... 19
Installation .............................................................................................................................. 19
Install eConnect Runtime for Microsoft Dynamics GP 9.0: .................................................... 19
Install eConnect Runtime for Microsoft Dynamics GP 10.0: .................................................. 19
Configuration .......................................................................................................................... 19
Create an eConnect User on the local machine..................................................................... 19
Nodus Software Installation Instructions ......................................... 21
Credit Card Advantage....................................................................................... 21
eStore Advantage Installer ................................................................................ 21
Back Office Installation ................................................................................................................ 21
Front Office Installation ................................................................................................................ 21
Single Server Installation ............................................................................................................. 22
eStore Advantage Post Installation Checklist ................................................. 23
Front Office .................................................................................................................................. 23
Create Setup ID: Front Office ................................................................................................. 23
Back Office .................................................................................................................................. 24
Create Setup ID: Back Office ................................................................................................. 24
Existing Installation: Verify Connection Manager Configuration ............................................. 25
3
Configure Data Adapter (Back Office or Single Server, MS Dynamics GP 10.0 Only) .......... 26
Set Permissions for TransactService 2.0 (MS Dynamics GP 10.0 Installations only) ........... 26
eStore Solution Stack Installer .......................................................................... 27
eStore Solution Stack Site Manager ........................................................................................... 27
eStore Solution Stack Migration .................................................................................................. 29
Nodus Software Uninstall Instructions ........................................................................................ 29
Administration Areas ......................................................................... 30
Home.................................................................................................................... 30
Home Page ................................................................................................................................. 30
To Do's/Alerts .............................................................................................................................. 31
Resources ................................................................................................................................... 31
Getting Started Checklist ....................................................................................................... 31
Change admin username and password from default ........................................................... 32
Setup Contact Information ..................................................................................................... 32
Upload your Logo ................................................................................................................... 33
Select a Theme ...................................................................................................................... 33
Setup your Homepage ........................................................................................................... 34
Turn on SSL ........................................................................................................................... 35
Setup Payment Methods ........................................................................................................ 35
Setup Shipping Methods ........................................................................................................ 37
Add Categories ...................................................................................................................... 37
Import and Edit Products ....................................................................................................... 38
Edit Products .......................................................................................................................... 38
Policies ................................................................................................................................... 38
Meta Tags .............................................................................................................................. 38
Additional Settings ................................................................................................................. 39
Catalog ................................................................................................................ 39
Categories ................................................................................................................................... 39
Edit Category ......................................................................................................................... 41
Products ...................................................................................................................................... 44
Edit Products .......................................................................................................................... 45
General Info ........................................................................................................................... 46
Customer Choices ................................................................................................................. 48
Product Images ...................................................................................................................... 50
Related Items ......................................................................................................................... 51
Product Categories ................................................................................................................ 51
Product Inventory ................................................................................................................... 52
File Downloads....................................................................................................................... 53
Customer Reviews ................................................................................................................. 53
Volume Discounts .................................................................................................................. 54
Amazon.com Products ........................................................................................................... 54
Shared Choices ........................................................................................................................... 56
Sales ........................................................................................................................................... 57
4
Store Wide Sale ..................................................................................................................... 57
Sale by Product ...................................................................................................................... 58
Discounts ..................................................................................................................................... 58
Order Total ............................................................................................................................. 58
Product(s) ............................................................................................................................... 59
Shipping Method..................................................................................................................... 59
Product Types.............................................................................................................................. 60
Type Properties ........................................................................................................................... 61
Text ........................................................................................................................................ 61
Multiple Choice ....................................................................................................................... 62
Currency ................................................................................................................................. 62
Date ........................................................................................................................................ 63
Manage Files ............................................................................................................................... 64
People ................................................................................................. 64
Users ................................................................................................................... 64
Manufacturers .................................................................................................... 66
Vendors ............................................................................................................... 67
Affiliates .............................................................................................................. 68
Mailing Lists ....................................................................................................... 69
Content ............................................................................................... 71
Homepage Content ............................................................................................ 71
Category Grid .............................................................................................................................. 72
Category Lists .............................................................................................................................. 73
Category List 2 ....................................................................................................................... 74
Category Rotator .................................................................................................................... 74
Category Rotator Live ............................................................................................................. 75
HTML Rotator ......................................................................................................................... 75
Mailing List Signup ................................................................................................................. 76
Product Grid ........................................................................................................................... 77
Product Rotator ...................................................................................................................... 78
Search Box ............................................................................................................................. 79
Category Page ............................................................................................................................. 80
Product Page ...................................................................................................... 81
Store Information ............................................................................................... 82
Store Logo ................................................................................................................................... 83
Store Meta Tags .......................................................................................................................... 83
Help/FAQ ............................................................................................................. 84
5
Privacy Policy ..................................................................................................... 85
Returns ................................................................................................................ 86
Shipping Policy................................................................................................... 88
Terms and Conditions ........................................................................................ 89
Email Messages .................................................................................................. 90
Custom Pages..................................................................................................... 91
Open/Close Store ............................................................................................... 92
Orders ................................................................................................. 94
Order Manager .................................................................................................... 94
Order XML................................................................................................................................... 96
Search Orders ............................................................................................................................. 96
Reports ............................................................................................... 97
Monthly Sales ..................................................................................................... 97
Daily Sales........................................................................................................... 97
Sales by Promotion ............................................................................................ 98
Sales by Affiliate ................................................................................................. 98
Top Products ...................................................................................................... 98
Top Customers ................................................................................................... 98
Settings .............................................................................................. 98
General Options.................................................................................................. 99
Address Options ............................................................................................... 101
Affiliates ............................................................................................................ 101
Affiliate options .......................................................................................................................... 102
Category and Search ........................................................................................ 104
Category and Search options .................................................................................................... 104
Countries and States/Regions......................................................................... 105
Gift Certificates ................................................................................................. 106
6
Inventory Settings ............................................................................................ 108
Mail Settings ..................................................................................................... 109
Order Options ............................................................................................................................ 110
Payments .......................................................................................................... 111
Credit Card Payments ............................................................................................................... 112
PayPal Payments....................................................................................................................... 113
To Activate............................................................................................................................ 113
Product Reviews .............................................................................................. 114
Product Review Options ............................................................................................................ 114
Returns.............................................................................................................. 115
Shipping ............................................................................................................ 116
Site Terms ......................................................................................................... 118
SSL .................................................................................................................... 118
Taxes ................................................................................................................. 119
Taxes Classes ........................................................................................................................... 119
Tax Schedule ............................................................................................................................. 120
Themes.............................................................................................................. 120
Version Information ......................................................................................... 120
Error Log ........................................................................................................... 122
Current Application Settings ........................................................................... 122
Fraud Checks ................................................................................................... 123
Nodus/Great Plains Settings ........................................................................... 123
Order Options ............................................................................................................................ 124
Customer Options ...................................................................................................................... 124
Item Import Options ................................................................................................................... 125
Feature Management ................................................................................................................ 126
Code Layout...................................................................................... 126
Appendix A – Great Plains Item Import Mapping ........................... 127
Appendix B – Great Plains Customer Import Mapping ................. 129
7
End User License Agreement (EULA) ............................................ 130
8
Introduction
For many companies, eCommerce can be a complex and difficult undertaking. Nodus eStore Solution Stack
(eSSS) is an end-to-end eCommerce solution for Microsoft Dynamics – Great Plains merchants. The fully
featured shopping cart is based on BV Commerce ASP.NET shopping cart (BVC2004). Nodus eStore
Advantage and Credit Card Advantage are also components, for integration and payment processing
respectively. This document covers the prerequisites, installation, implementation, and maintenance of the
shopping cart.
This introduction covers the following:
What’s in this Manual?
Terms and Conventions
Additional Resources
What’s in this manual?
This documentation will outline the significant features of the eStore Solution Stack product—technical
requirements, setup, and how it works.
Installation — lists what is necessary in order to use eStore Solution Stack
Administration Areas — describes the setup options available in this release of eStore Solution Stack.
Additional References — provides supplementary documentation regarding the integration with Microsoft
Dynamics – Great Plains.
Terms and Conventions
This Desktop Reference Guide uses the following terms to make specific information stand out.
Terms
Description
Customer/user
People who shop and purchase items from the eStore.
Administrator/Admin User
eStore Administrator and/or other people that on behalf of the merchant who
operates the eStore.
SEO
Search Engine Optimization
This Desktop Reference Guide uses the following conventions pertaining to sections, navigation and other
information.
Convention
Description
http://www.nodus.com
Used to specify file paths and URLs
eSSS
Nodus eStore Solution Stack
GP
Microsoft Dynamics – Great Plains
BV
BV Commerce
9
Additional Resources
This Desktop Reference Guide gives you information you need on how to use the customized Credit Card
Advantage. If you are still having trouble, there are a couple of support options. You can contact your VAR or
call Nodus Technologies to purchase support packages.
Methods
Address/Numbers
E-mail
support@nodus.com
Web Site
http://www.nodus.com
Telephone
(909) 482-4701
Fax
(909) 482-4705
Mail
250 West First Street
Suite 302
Claremont, California 91711
Pre-Installation Checklist
There are several components that require installation in order for your Nodus eStore Solution Stack 2.5 product
to function correctly. Please follow the directions below in sequential order.
System Requirements
Microsoft SQL Server
Microsoft SQL Server 2000 or 2005 is required for eStore Solution Stack 2.5. Please refer to the Microsoft SQL
Server System Requirements for more detail:
SQL 2005
http://www.microsoft.com/sql/prodinfo/sysreqs/default.mspx
SQL 2000
http://www.microsoft.com/sql/prodinfo/previousversions/system-requirements.mspx
Internet Information Services (IIS)
Microsoft Internet Information Services 5.0 or 6.0 is required for eStore Solution Stack 2.5.
Microsoft Dynamics Great Plains (GP)
Microsoft Dynamics Great Plains 9.0 or 10.0 is required for eStore Solution Stack 2.5. Please refer to the
Microsoft Dynamics Great Plains System Requirements for more detail:
GP10.0
http://www.microsoft.com/dynamics/gp/using/10systemrequirements.mspx
GP9.0
http://www/microsoft.com/dynamics/gp/using/10systemrequirements.mpsx
10
Network Topology
This section provides an overview of the typical eStore Solution Stack network topologies, and system
requirements for each configuration. A standard eStore Solution Stack installation usually consists of separate
front and back office installations. However, your server configuration might require additional steps.
Before starting the installation process you need to identify which of the following scenarios best matches your
server configuration, and that all systems meet the minimum hardware and software requirements.
Standard Server Configuration
Single Server Configuration
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Standard Server Configuration
Great Plains
SQL Server
Application
Server
`
Great Plains
Workstation
Firewall
Internet
Accounting
Staff
Internet
Web Server
Payment
Gateway
Internet
Bank
`
Web Browser
Customer
Standard Server Scenario – 1
Great Plains
SQL Server
Web
Server
`
Firewall
Great Plains
Workstation
Internet
Accounting
Staff
`
Payment
Gateway
Web Browser
Customer
Bank
Standard Scenario – 2
12
Single Server Configuration
Great Plains
SQL Server
Application
Server
`
Firewall
Great Plains
Workstation
Internet
Accounting
Staff
`
Payment
Gateway
Web Browser
Customer
Bank
Single Server Scenario
13
Back-Office Installation: Great Plains and Application Server on same server
Item
Requirements
Operating System
Windows 2000 SP3 or later
Windows 2003 Server SP1 or later.
At least mid-point configuration per GP requirements
Great Plains
Microsoft Business Solutions Great Plains 9.0 or 10.0 (client install)
Note: Can be installed separately on an Application Server
Database
Microsoft SQL Server 2000 SP3a or later
Microsoft SQL Server 2005 SP1 or later
Processor
2.8 GHz Pentium or better
RAM
1GB or more
Components
eConnect Runtime for Microsoft Dynamics GP 9.0 or 10.0
Internet Information Server (IIS) 5 or 6
Microsoft .NET Framework 1.1 or 2.0
ASP,NET 1.1 or 2.0
Configurations
On the same domain and direct connection (on the same network) with the
Database Server
Permissions to execute stored procedures for database creation during installation
14
Back-Office Installation: Great Plains Server – Separate from Application Server
Item
Requirements
Operating System
Great Plains
Database
Processor
RAM
1GB or more
Components
ASP,NET 1.1 or 2.0
Configurations
Database Server
15
Back-Office Installation: Application Server – Separate from Great Plains Server
Item
Requirements
Operating System
Processor
RAM
1GB or more
Components
ASP,NET 1.1 or 2.0
Configurations
Database Server
Connection to the Web Server via port 80 and 443.
16
Front-Office Installation: Web Server
Item
Requirements
Operating System
Windows 2003 Server SP1 or later
Database
Note: Website database can be installed on a separate server
Processor
RAM
Components
ASP,NET 1.1 or 2.0
Internet Explorer 6.0 or equivalent browser that supports CSS
Configurations
ASPNET user with "Modify" permissions (Windows 2003 both ASPNET user and
IIS_WPG to "Modify" permissions)
Connection
Connection to the Database Server or the Application Server (if used) via port 80
and 443.
17
Single Server Installation: Recommended for Light Transaction Volume Only
Item
Requirements
Operating System
Processor
Quad Xeon 2.4 GHz (or equivalent single processor) for installation with GP 9.0
Quad Xeon 2.4 GHz (or equivalent single processor) for installation with GP 10.0
RAM
4GB or more
Great Plains
Database
Microsoft SQL Server 2000 Enterprise Edition SP3a or later
Microsoft SQL Server 2005 Enterprise Edition SP1 or later
Components
ASP,NET 1.1 or 2.0
Configurations
Database Server
Connection to the Web Server via port 80 and 443.
ASPNET user with "Modify" permissions (Windows 2003 both ASPNET user and
IIS_WPG to "Modify" permissions)
18
eConnect Runtime for Microsoft Dynamics GP
eConnect Runtime for Microsoft Dynamics GP 9.0 or 10.0 must be installed before eStore Advantage.
For security purposes we recommend that you run eConnect under a domain user's credential, giving the user
proper permissions instead of having eConnect running as Network Service. This user would need to have local
Administrator rights and will be added to SQL and made a member of DYNGRP on both the DYNAMICS and
the GP company database.
Installation
You must install the same version of eConnect as Microsoft Dynamics GP.
Install eConnect Runtime for Microsoft Dynamics GP 9.0:
1.
Run \eConnect 90\install\econnect90.exe
2.
Restart machine.
Install eConnect Runtime for Microsoft Dynamics GP 10.0:
1.
Run \Tools\eConnect_SDK\Microsoft_Business_Solutions_eConnect.msi
2.
Run \AdProd\eConnectRuntime\eConnectRuntime.exe
3.
Restart machine.
Configuration
The following configuration steps must be completed by your IT Administrator for eStore Advantage and eStore
Solution Stack to function correctly:
Create an eConnect User on the local machine
Nodus components will need SQL authentication to communicate with the database. If you do not wish to
use the SA account, kindly prepare a separate SQL user for this purpose. This SQL user will be made
member of DYNGRP on both the DYNAMICS and the GP company database.
1.
Create a new local user on the Back Office Web Server machine, e.g. “eConnect”
2.
Create a password for the <domain name> <eConnect user name>.
3.
Select the check box “User cannot change password”
4.
Select the check box “Password never expires”
5.
Add the <domain name> <eConnect user name> user to the Local Administrators Group.
Create SQL Server Login for the eConnect User and Grant DYNGRP permissions
1.
On the GP Server
a.
For SQL 2000 open SQL Server Enterprise Manager
b.
For SQL 2005 open SQL Server Management Studio
2.
Select the desired SQL instance from the list.
3.
SECURITY: Create a new SQL Server login using the <domain name> <eConnect user name> created
19
earlier.
a.
Right click on Security section and select New User
b.
Under Login Name enter < domain name> <eConnect user name>
i.
Note: The domain user specified must already exist in Windows Active Directory.
c.
Select Windows Authentication
d.
Enter Password
e.
Confirm Password
4.
SERVER ROLES: Select Public and Sysadmin permissions.
5.
USER MAPPING (This is called Database Access for SQL 2000) :
a.
6.
Grant the <domain name> <eConnect user name> user access to the following:
i.
Databases: DYNAMICS – this is the master DB for GP and all of your GP company
databases.
ii.
Database roles: DYNGRP, DYNWORKFLOWGRP & Public for all of the databases
checked.
Select Ok to create the user.
Check eConnect COM+ Object in Component Services
1.
Open Control Panel  Administrative Tools  Component Services
2.
Under Computers  My Computer  COM+ Applications  eConnect 9.0 or 10.0 for MS Dynamics
GP
3.
Right click on eConnect 9.0 or 10.0 for MS Dynamics GP  Select Properties
4.
Select the Identity tab
5.
Select the This User radio button
6.
Enter <domain name>\<eConnect User Name> in the User text box.
7.
Enter Password in the Password and Confirm Password text box.
8.
Select the Activation tab
9.
Select the Activation type: Server application radio button.
10. Select Ok button.
20
Nodus Software Installation Instructions
Credit Card Advantage
It is highly recommended that Credit Card Advantage is installed on every machine that is running Microsoft
Dynamics Great Plains 9.0 or 10.0. Please refer to the Credit Card Advantage User Guide for more information
on how to install the application.
eStore Advantage Installer
Run the eStoreAdvantage_v1.70.exe file to start the installation process.
1.
Accept the License Agreement
2.
Choose the destination location for eStore Advantage, the default location is \Program
Files\Nodus.
3.
Select the type of installation:
a.
Back Office
b.
Front Office
c.
Single Server
Back Office Installation
The following components are installed by the eStore Advantage installer:
Nodus Framework
o
If you have an older version of the Nodus Framework it will be uninstalled first.
o
**Nodus Framework will always be installed under \Program Files\Common
Files\Nodus.
Transact Advantage
eStore Advantage . NET (Back Office)
Front Office Installation
Nodus Framework
o
o
Files\Nodus.
Transact Advantage
eStore Advantage . NET (Front Office)
21
Single Server Installation
Nodus Framework
o
o
Files\Nodus.
Transact Advantage
eStore Advantage . NET (Front and Back Office)
22
eStore Advantage Post Installation Checklist
Front Office
Create Setup ID: Front Office
After restarting you will be required to create a setup ID for the front office installation. This Setup ID will
be used for processing credit card transactions as well as connecting to your back office.
Note: Your Setup ID should have the same connection information for your payment gateway in Credit
Card Advantage and eStore Solution Stack.
1.
Start All Programs  Nodus Technologies  Connection Manager Setup
2.
In the Setup ID field type in “eStore Connection” exactly as written.
3.
Enter the requested information asked for in the Connector section to connect to your
payment gateway.
4.
a.
Connector
b.
Processor
c.
Card Class
For each connector the following information must be entered:
a.
Partner
b.
Vendor
c.
UserID
d.
Password
5.
Choose eStore Adapter from the Adapter drop down list.
6.
Select the Activate check box.
7.
In the AdapterURL field you will need to change “localhost” to be either the name or IP
address of your back office machine. Note: If you do not have a DNS Server then you will
have to indicate the IP address of the server.
8.
Click the “Save” button to save the Setup ID.
9.
Close the dialog.
23
Back Office
Create Setup ID: Back Office
After restarting you will be required to create a setup ID for the back office installation. This setup id will
be used for to import credit card information from the front office to the back office database.
Note: Your Setup ID should have the same connection information for your payment gateway in Credit
Card Advantage and eStore Solution Stack.
24
1.
In the Setup ID field type “Transact Service Connection”.
2.
Skip the the Connector information for this Setup ID/Connection Name.
3.
From the bottom choose the Adapter you will be using. For the Nodus® Demo site the
eConnect Adapter is the one that you will be using.
4.
Select the Activate checkbox.
5.
You will need to fill in the “sa” password for you database in the Password field. To use a SQL
login other than “sa”, find the field "UserID" in the Parameters list and change the value "sa" to
the desired user ID.
6.
In the Initial Catalog field you will need to enter in the name of your company database. For
testing with “The World Online, Inc” you would type in “TWO.”
7.
In the Data Source field you will need to type in the name of your SQL Server that you will be
connecting to.
8.
In the eConnectVersion field you will need to enter in the Version of eConnect that you have
installed. E.g. for MS Dynamics GP 10.0 enter 100, for GP 9.0 enter 90.
9.
Click the “Save” button and close the dialog.
Existing Installation: Verify Connection Manager Configuration
1.
Follow the instructions to create a new setup ID
2. Open the backup copy of the Connection Manager Configuration file - backup_config.xml
in the \Program Files\Common Files\Nodus\Framework\ConnectionManager
folder.
3. Look for the Connections  Connection Name section in the
backup_config.xml file. Under the adapter name = eConnect Adapter
section use this information to populate the new connection Setup ID
25
you create using the same name.
NOTE: If using Microsoft Dynamics Great Plains 10.0 a critical post installation step is to configure the Data
Adapter. These instructions must be followed after the eStore Advantage installer has completed.
Configure Data Adapter (Back Office or Single Server, MS Dynamics GP 10.0 Only)
1.
Open the Data Adapter Configuration file – config.xml – in the <Nodus Install
Folder>\Configuration\Data Adapter Configuration
NOTE: The config.xml file and the instructions for configuring the data adapter are launched at the end of
the eStore Advantage installation.
2.
Find the node <Database> in the config.xml file.
3.
Modify the connection string on the <Database> node with the connection details for the Microsoft
Dynamics GP database that the store will use.
a.
Password=”[<SQL Database Admin User Password>”]
b.
User ID=”[SQL Database Admin User Name>]”
c.
Initial Catalog=”[<GP Company database name>]
d.
Data Source=[<GP Server name>]
4.
Find the node <DatabaseOle> in the config.xml file.
5.
Modify the connection string on the <DatabaseOle> node with the connection details for the Microsoft
Dynamics GP database that the store will use.
6.
a.
Password=”[<SQL Database Admin User Password>”]
b.
User ID=”[SQL Database Admin User Name>]”
c.
Initial Catalog=”[<GP Company database name>]
d.
Data Source=[<GP Server name>]
e.
Adapter Profile=eSSS Configuration
Save and Close the config.xml file
Set Permissions for TransactService 2.0 (MS Dynamics GP 10.0 Installations only)
For MS Dynamics 10.0 installations only security permissions need to be set for TransactService 2.0. This
will prevent the following error from occurring:
Nodus.Framework.WebServices.TransactService.RequestDocument(): Data
Adapter not initialized
1.
Select Administrative Tools  IIS manager.
2.
Expand (local computer) -> Application Pools
3.
Find NodusAppPool2 and right-click -> and select Properties..
4.
Select the "Identity" tab.
5.
Select "Predefined" radio button.
6.
From the corresponding drop down menu select "Local System"
7.
26
Click "OK" to close the dialog.
8.
Click "OK" to confirm changes.
NOTE: The next step should only be executed during off peak hours as it will impact the web store.
9.
Reset Internet Information Services (IIS)
a. Start -> Run -> cmd
b.
Type Iisreset [ENTER]
c. . Type Exit [ENTER]
eStore Solution Stack Installer
The following instructions should be followed when creating a new site only. For upgrading an existing site
please refer to the
27
eStore Solution Stack section.
Run the eSSS_2.5.0.exe file to start the installation process.
1.
Accept the License Agreement
2.
Enter User Name and Company Name
3.
Choose the destination location for eStore Solution Stack, the default location is \Program
Files\Nodus\eSSS.
4.
Make sure the check box for “Launch eStore Solution Stack site manager is selected
5.
Site Manager will launch after the Finish button is selected.
eStore Solution Stack Site Manager
1.
Select the Create New Site Button.
2.
On the Install Location dialog browse to the location for the website, or accept the default location:
\inetpub\wwwroot\estack25
a.
3.
If prompted to create the folder select Yes
On the Web Root dialog select one of the following options:
a. Create a Virtual Web Root folder on this machine
b.
i.
Select a web site from the list
ii.
Enter a Web Root Name
Do not create a Virtual Web Root folder
Note:
If “Create a Virtual Web Root folder on this machine” is selected the rest of the install is automatic – Virtual
Roots are created in IIS and the web.config file is updated with URLs etc.
If “Do not create a Virtual Web Root folder” is selected, a Virtual Root or new site in IIS has to be manually
created. A Virtual Root would also need to be created for the Nodus Synchronization Manager. The
web.config file for the shopping care would need to be updated with the correct URL manually.
4.
Wait while the files are copied to the new site….
5.
On the Database Setup dialog enter the following information:
a.
SQL Server Name (for Website)
b.
Database Name
i.
c.
SQL User Name (Nodus SQL User credentials)
i.
28
Name of the eStore database that you wish for us to create.
Nodus components will need SQL authentication to communicate with the database.
If you do not wish to use the SA account, kindly prepare a separate SQL user for this
purpose. This SQL user will be made DB_Owner of the new database created.
d.
SQL Password (to the SQL Server hosting the eStore Database)
e.
If prompted to create the database select Yes
6.
Wait while the database is created…
7.
On the Back Office Info dialog enter the following information:
8.
9.
a.
Back Office Address
b.
Great Plains version
On the Registration Key dialog enter the eStore Solution Stack Registration Key that you were
provided.
a.
Select the Validate button
b.
A message will display confirming that the key is correct.
c.
Select the Next button
On the Site URLs dialog enter the following information:
a.
Standard Site URL
b.
Secure Site URL
10. Install Complete dialog is displayed
IMPORTANT: MAKE NOTE OF THIS INFORMATION
a.
Your site is now installed
b.
You need to login to the admin site and configure products, categories etc..
c.
A link to website will be displayed, for example, http://<machine name>/<website
name>/bvadmin/login.aspx
d.
The default user name is: admin@nodus.com
i.
e.
The default password is: password
i.
f.
Change this immediately before configuring your website
Change this immediately before configuring your website
Select the Finish button
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eStore Solution Stack Migration
Nodus promotes the best practice procedure for maintaining an ecommerce site by validating any new
release in a test environment before migrating to a live environment. As a result, Nodus Technologies has
removed the ability to upgrade from the Site Manager to avoid unnecessary complications during an
upgrade process. If you are planning to upgrade to eStore Solutions Stack 2.5 please contact Nodus
Technologies to discuss a migration plan.
Nodus Software Uninstall Instructions
Components must be uninstalled in the following order:
eStore Solution Stack
eStore Advantage . NET
Nodus Framework
Transact Advantage
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Administration Areas
Home
Home Page
To access the Merchant Admin area, navigate to your site and click the "Sign In" link on the top horizontal
menu. If logging in with an account with permissions to access the admin area, the "Go To Admin" button will
appear as shown below. (If the "Go To Admin" button does not appear due to theme customizations, etc., you
can always log in to the BV Admin area by going to your root domain URL/BVAdmin/Default.aspx)
Home Page
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When first viewing the Home Page of the Admin area, the content will appear as shown in the figure above. The
following information describes the detail of each section:
To Do's/Alerts
Critical information will be listed in this section for immediate action. In the example above, such as with
creating a new site, information such as the default login credentials should be changed and content added to the
new store such as Categories and Products.
Resources
Getting Started Checklist
The first steps in setting up your new eStore are listed in the Getting Started Checklist. These are the most
critical items to set up your store. This involves setting important settings such as an administrator account
username and password, contact and business information, payment and shipping options, and the store's
product catalog.
Sites can be configured using the included home page content builder and other HTML editors such as
Microsoft FrontPage, Macromedia Dreamweaver, and Visual Studio .NET.
We've put together a "Getting Started Checklist" that lists the critical elements of configuring your new store.
Follow this desktop reference to ensure the default settings for your business are configured prior to going live
with your store. Please note this portion of the reference is meant to be an overview of the critical setup steps.
You must refer to specific topics noted in each section for the most complete content. We also put together our
most commonly used links such as our main web site, how to contact technical support, our community forums,
knowledge base, and a link to report a bug or issue you may be experiencing with your product.
After creating a new store, it is important to configure certain areas of your store such as user logins, products,
categories, contact and legal information specific to your business.
Getting Started Checklist
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The figure above shows recommended steps as the first to-do item after installation of a new store. Following
this checklist will ensure critical areas for security and business related items are configured.
Change admin username and password from default
When building a new store, the default login credentials are admin@nodus.com and password. As this is the
default credentials for all BV Commerce 2004 stores, all BV Customers have this vital information. Click the
link in this first checklist item and a dialog as shown in the figure below will appear.
Change Default Login Credentials
Enter the default admin e-mail address for your business then a new password. It is highly recommended to use a
"strong" password which is a password containing upper and lower case letters, numbers, and at least one
special character such as those above the number keys. Password length should be at least six characters in
length.
Setup Contact Information
Personalize your store with information specific to your business. This information will be displayed in the
Customer Service area of your store, a link provided by default in the footer of the store.
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Store Contact Information
Upload your Logo
Your logo image is displayed on the eStore homepage in many themes. It is recommended to size the logo
image appropriate to fit most e-mail reading areas as well as keep the file size under 50 KB if possible. GIF and
JPEG images recommended.
Store Logo Upload
Select a Theme
Nodus eStore Solution Stack ships with four themes which can be selected in the admin section Although not
required for initial configuration, be aware there are two theme options available as shown in the following
figure. The default theme is "MarshMallowGray" however it is recommended to design custom themes for your
specific business. Themes are based off of cascading style sheets (CSS) and after reviewing the out of the box
CSS files, it will be intuitively obvious how to customize your store's appearance.
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Theme Choices
Setup your Homepage
Your home page can be easily customized using the powerful homepage content editor. The homepage content
designer breaks down your home page into three columns. Within each column you can add any number of
elements as offered in the drop down lists at the top of each column. Experiment with each option in design of
your store. For more information, read the ―Homepage Content‖ section.
Homepage Content Designer
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Turn on SSL
When developing a store locally, typically a SSL certificate does not exist which may cause issues in the
development process. The web.config contains two URL values, one for non-SSL use (StandardURL) and the
URL for SSL sockets (SecureURL). When the SSL is turned on and the store should be using SSL to view a
page, such as during the checkout process, it will navigate to the SecureURL value. If SSL is off, the
StandardURL setting will be used to navigate the store.
SSL Settings
Setup Payment Methods
Nodus eStore Solution Stack offers several methods of handling payments. Payment methods offered include:
Credit Cards, eChecks, PayPal, Purchase Orders, Telephone/Email, Fax, E-mail, and Mail. Credit card
processing maybe configured for pre-authorization and delayed capture in Great Plains using Nodus Credit Card
Advantage; or to charge full amount at checkout.
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Payment Options (top)
Payment Options (bottom)
For credit card processing, click the "Select CC Processor" button to choose the gateway for which you have a
merchant account. To the right of the desired gateway click the "Edit" link to set your credit card processor.
When editing the Nodus Transaction Server, you have the option of specifying a credit card setup id, an eCheck
setup ID, and the option to use AVS. Other credit card plugins may have different options.
Editing a CC Processor
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Setup Shipping Methods
If you will be providing shippable products, configure the shipping section completely. Nodus eStore
Advantage provides shipping options preloaded with FedEx, UPS, and USPS carrier options. Settings provide
whether or not shipping is taxed, handling fees, and specific customizations in the shipping methods section.
Note: You must setup at least one shipping method before you can process transactions. The shipping method
needs to be added to the Store and Great Plains.
Shipping Methods
Add Categories
The main focus of your store is the content for sale. Content should be well organized into categories. Each
category contains products. Categories can have nested sub-categories for further organization. Item Classes
can be imported from Great Plains. This is useful if the items are already set up in Great Plains and it is desired
to maintain the Item Class layout for the shopping cart’s Categories.
NOTE: It is advised to import the Item Classes before importing the Items. Updating (re-importing) previously
imported items does not update them with new category information.
Categories
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Import and Edit Products
To begin product set up Great Plains items can be imported. A single item may be imported. To import a single
item specify the item ID in Great Plains for the item to be imported then hit the Import Single Item button.
Please refer to the Synchronization Manager User Guide for more details on how to update
multiple products.
Product information contained in Great Plains is limited. Additional product details may be added to the
products in the shopping cart. Please see Appendix A for a complete list of Great Plains data elements that are
imported, and review the Catalog section of this document for product edit features.
NOTE: For databases with a large number of items it is advisable to break up the import in to several parts as
importing all items at once may result in a timeout error.
Import Products
Edit Products
1.
Select an item in the Products list and hit Edit.
2.
Select Customer Choices from the menu on the left.
3.
Under the Add new choice dropdown select Drop Down List or Radio Button List.
4.
Click New.
5.
Enter a property name and a display name for this object.
6.
Click New.
7.
At a minimum enter the display name and value for this new choice.
8.
Click OK.
9.
Click OK again.
10. From the menu on the left select Inventory.
11. Under New Choice enter the quantity and the SKU.
12. Click OK.
The SKU entered here will be used as the Great Plains Item ID when the item is submitted with an order.
NOTE: The Item ID must exist in Great Plains for this to work.
Policies
Prior to going live, please customize policy information to meet your online business requirements. Nodus
eStore Solution Stack presents placeholders for Privacy Policy, Terms and Conditions, Return and Shipping
policies.
Meta Tags
Each product can contain Meta tags such as Title, Keywords, and Description as well as Meta tags at the store
level. This provides excellent control and customization for search engine optimization (SEO).
39
Additional Settings
Click the settings tab in the admin area for complete configuration of your store. These settings are covered
later in this documentation.
Catalog
The core of any store is naturally the products. Prior to creating products, it is important to have a good
understanding of all related areas in the admin area that contribute to the presentation and sale of your
businesses products. Familiarize yourself with the available fields and features involved in product creation and
other lists that need to be populated prior to creating products. Prior to creating products, it is recommended to
build the category structure of your store.
Careful planning is key to minimizing excessive categories and complicated navigation for your shoppers. Next
configure the manufacturers and vendors that are associated with your inventory. New products will be assigned
a Product Type and once created, cannot be changed so it is imperative to configure the product types prior to
building new products. A product type is essentially a "description template" for your product containing
information describing the product. These elements of the product type "template" are called "properties" which
can be configured by clicking the Type Properties menu option.
Catalog Menu
Categories
The main focus of your store is the content for sale. Content should be well organized into categories; however
careful use of categories should be exercised such that they are not causing clutter of your store. Each category
contains products. Categories can have nested sub-categories for further organization. Here Item Classes can be
imported from Great Plains. This is useful if the items are already laid out in desired way in Great Plains and it
is desired to maintain the Item Class layout for the shopping cart’s Categories.
NOTE: It is advised to import the Item Classes before importing the Items. Updating (re-importing) previously
imported items does not update them with new category information.
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Categories
The skeleton of any store relies on categories or "groups" as they can be thought of. Each category group
contains products and/or sub-categories assignments. When a category is viewed, the products you associated
with the group are displayed to the shopper as well as any sub-categories. Prior to building categories, carefully
plan your site such that a shopper will easily know where to find the product they are looking for and any
category names are named properly and provide the proper detail as to what the category contains. If necessary,
break down each category "group" into sub-categories and associate the products to the sub-categories as well,
or another option is not to associate products to a parent category but only sub-categories. Top sellers could be
associated to a parent category only, and the remaining products could be associated with sub-categories is yet
another variation on how to use categories in your site design. Caution: Do not overuse categories for they can
clutter your site and make navigation impossible to where a shopper may not find the product they came to your
store to purchase. We suggest writing out your category and sub-category structure prior to adding them to your
store so the store design is well thought out prior to implementing.
Parent Category Link
The parent categories will be loaded as shown in the following figure, and then selecting one of the parent
categories will display the assigned sub-categories.
41
Category List
To add a new parent category, enter the name of the new category where it says "New Category" on the left side.
After entering the name, click the New button. If you would like to edit the category, select it in the list
displayed, and then click the Edit button above the item. To delete the category, click the Delete button. To add
sub-categories to a selected category, ensure the parent category is selected on the left then replace "New
Category" on the right side list with the name of the sub-category to create. To further create another level of
sub-categories, click the sub-category on the right-side list that will be the parent of the next level of subcategories. Upon doing so, as shown in the figure below, the selected sub-category will now be loaded into the
list on the left and you can define sub-categories in the list on the right.
Third nesting level
Notice a link appears in the far left indicating the parent category "Computer Parts" then the sub-category
"CPUs" is now displayed as the parent category for the newly added sub-categories shown on the right side of
the figure above.
Building a category structure that is clear and well thought out is critical to shoppers finding what they need as
well as inviting them to other areas of interest during their shopping experience.
NOTE: GP Item Classes, when imported, create parent categories only.
Edit Category
Categories can have unique features such as Meta tags, image assignments, product assignments, and control of
how category content is displayed. The following figure shows the top portion of the Edit Category area
allowing the definition of the category name and description as well as Meta tags to be used when viewing this
category area.
42
Edit Category
The figure below shows the control of what content a category will display. When viewing a category with subcategories associated, a grid will show the sub-categories with images whereas the simple/detailed list will show
the sub-categories as a list of links to the sub-categories. Categories can be configured to show select products,
products meeting pricing criteria, products assigned to a manufacturer or vendor, type, or by the last number of
products added to the store representing "New Products" as an example. Set the display properties to control the
layout of the category in e a grid, list, or a detailed list. A simple list will show links to products met by the
criteria specified. A detailed list will display information, pricing and an associated image for the product.
Display Properties
Images can be associated with categories and allow full control of the layout by showing an image and the
opted, the title and description of the category as shown in the following figure.
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Category Configured with Image and Description Information
When editing a category, you also have full control of the Menu Tab displayed across the top of the screen. You
can use the normal text option, or specify an image for artistic display of tabs. The Menu Image is the image to
use for the tab, set the Active Menu Image for the image to use to represent the tab as the selected tab. A
category tab can also link to an external URL as defined in the Custom Page URL option. If you would like the
external URL to display in a new window, check the "Open link in a new window" option. As shown in the
figure below, the category can be controlled as to where it is allowed to be displayed. If a top menu category
strip is active, you can option whether or not this category is to be displayed in the list. If this category is hidden,
you can provide links to the category but the category itself will not appear in a top or side menu.
Category Image and Menu Tab Properties
As shown in the figure below, the category can be controlled as to where it is allowed to be displayed. If a top
menu category strip is active, you can option whether or not this category is to be displayed in the list. If this
category is hidden, you can provide links to the category but the category itself will not appear in a top or side
menu.
Advanced
44
Products
To begin product set up Great Plains items must be imported. A single item or range or items maybe imported.
To import a single item specify the item ID in Great Plains for the item to be imported then hit the Import Single
Item button. The range can be specified by either entering existing IDs for items in Great Plains or by using
―wildcards‖ like ―a‖ for start and ―z‖ for end of the range. The import range is inclusive.
NOTE: For databases with a large number of items it is advisable to break up the import in to several parts as
importing all items at once may result in a timeout error. Please see Appendix A for a complete list of Great
Plains data elements that are imported.
Import Products
The core of any store is naturally the products. Prior to creating products, it is important to have a good
understanding of all related areas in the admin area that contribute to the presentation and sale of your
businesses products. Familiarize yourself with the available fields and features involved in product creation and
other lists that need to be populated prior to creating products.
Prior to creating products, it is recommended to build the category structure of your store. Careful planning is
key to minimizing excessive categories and complicated navigation by your shoppers. Next configure the
manufacturers and vendors that are associated with your inventory. New products will be assigned a Product
Type and once created, cannot be changed so it is imperative to configure the product types prior to building
new products. A product type is essentially a "description template" for your product containing information
describing the product. These elements of the product type "template" are called "properties" which can be
configured by clicking the Type Properties menu option.
When creating new products, several areas must be configured as shown in the product edit menu in the figure
above. We will now review each section of product creation.
Edit Products
45
Edit Products
1.
Select an item in the Products list and hit Edit.
2.
Select Customer Choices from the menu on the left.
3.
Under the Add new choice dropdown select Drop Down List or Radio Button List.
4.
Click New.
5.
Enter a property name and a display name for this object.
6.
Click New.
7.
At a minimum enter the display name and value for this new choice.
8.
Click OK.
9.
Click OK again.
10. From the menu on the left select Inventory.
11. Under New Choice enter the quantity and the SKU.
12. Click OK.
The SKU entered here will be used as the Great Plains Item Code when the item is submitted with an order.
NOTE: The Item Code must exist in Great Plains for this to work.
After importing a Great Plains item to create a new products, several areas must be configured as shown in the
product edit menu in the figure above.
Product Edit Menu
46
General Info
General Info (top portion)
The figure above shows the top portion of the general information. Fill out the fields as completely as possible.
Field
Description
Active
Product will appear in store when checked
Name
The title of the product that will appear in the catalog
Short Description
255 maximum character description of product
Long Description
Full description of product, several paragraphs allowed
Other Properties
Fields from Type Properties associated with the Product Type will be
displayed to be populated in product creation. These will be displayed with
the product description
Advanced Options
Field
Description
47
Minimum Qty
The minimum quantity that may be purchased in an order
Maximum Qty
The maximum quantity that may be purchased in an order
Display Customer
Choices As
When a product has Customer Choices associated, the choices can be
displayed in either a grid layout or individual fields. Not all types of choices will
work with a grid display type -- test products carefully to ensure choices are
displayed as desired
Gift Wrap Allowed
Specifies if this product can be gift wrapped and subject to gift wrap charges
Manufacturer
Select the manufacturer from the drop down list, if not listed can be added in the
People...Manufacturers area. May be used for drop ships or product categories.
Vendor
Select the vendor from the drop down list, if not listed, can be added in the
People...Vendors area. May be used for drop ships or product categories.
Meta Tags
Field
Description
Meta Tags
If entered, will override the store meta tags for the main site for search engine
optimization
*Product Name will appear in the title bar unless a Meta Title is entered (which
will override the product name used)
Taxes
48
Field
Description
Tax Exempt
Check if this product is tax exempt
Tax Class
Select the appropriate tax class. Learn more about taxes
Shipping
Field
Description
Non-Shipping Item
If this product is non-shippable, i.e. electronic download or a service, check this
checkbox to prevent collection of shipping information
Ship in Separate
Packages
If checked shipping charges will be applied individually.
Ship From
Identify where the package will be shipped from for shipping calculations
Weight/Dimensions
Weight is in pounds or kilos (may be imported from Great Plains, if stored on item
card), dimensions are inches or centimeters.
Customer Choices
Customer choices are customizations/choices that a customer specifies when purchasing a product. For
example, if selling T-Shirts, the customer needs to specify the size of the shirt. The shirt size selection is a
customer choice. When creating a new customer choice, there are four options to control the display of the
choices to the shopper: Text Input, Drop Down, Radio Button List, or HTML Area.
Customer Choices
49
Customer Choices as seen by Shopper
The figure above shows a customer choice set for a book in the admin pages. In this example, one choice is a
Text input; the other is a drop down. The name is the property name (not displayed to shopper) is for your
reference. Clicking the up or down arrow to the far right of a customer choice modifies the order as displayed to
the shopper. As shown in figure above, the customer choices displayed in the product view.
You can define "Shared Choices" in other words build customer choice fields that can be templates for use in
other products. Instead of creating a "Gender" radio button list selector for each and every product, create it
once in the Shared Choices area then select the predefined shared choices from the drop down list as shown in
the figure below.
Using pre-defined shared choices
After all customer choice options are set up Great Plains item numbers must be set up in
Catalog>>Products>>Edit>>Inventory, as shown in the figure below. Check the box to update quantities from
Great Plains, to update inventory quantity for each item.
Item Numbers Setup
Add the individual SKU (GP item number), and inventory qty for each customer choice. Accessory Choices are
50
identical to customer choices; however Accessory Choices are other products within your stores inventory.
Example:
Let’s say you have a gift basket product in which you’d like to allow the customer to choose their own products.
These items that you want your customers to choose from are other products within your store. Using the
Accessory choices allow you to select these items and present them to the customer on the product page in the
same manner as customer choices.
Product Images
Each product can be displayed with unlimited images. Typically a product has two images "Small" and "Main"
as set in the Settings...General Options area. New products also have the option of a "New" image overlaid to
identify new products added to the store within a set time criteria. Control of the New image is handled in the
theme style sheet and settings for the time criteria this "New" image is displayed is controlled in the
Settings...Category and Search area.
Images are uploaded and saved to the Products folder within your web store. ASPNET user (Windows 2000) or
IIS_WPG user (Windows 2003) must have Write permissions to upload images using this area.
To add images, click the "Select" button to the right of the Small or Main image area, or add additional images
by clicking the "Add Additional Image" button.
Image Upload Utility
After clicking the Select button, the page to upload images will show as in the figure above. Click the Browse
button to select an image from your local drive. If you would like the image to display in the source file size,
click the upload button. Options are available to automatically resize and optimize the image for you, making it
easy to create consistently sized images. Depending on the setting in the Settings...General Options area, images
will be forced to the defined sizes or displayed in the source file size.
If desired, choose the option to rename the image. Careful planning will help in keeping your store organized
and it is recommended to rename files such as "book_small.jpg" "book_main.jpg" etc. When the properties
have been set, click the Upload button. The image will be displayed in the right side preview window, click the
"Choose this Image" button to use this image.
You can also view images from the folder browser by clicking on a folder (bottom center of the figure above).
Select the image in the list and then the "Choose this Image" button to select this image for use.
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Related Items
Related Items
Related items are products that you would like to display when other products are viewed. For example, in the
case above when the "Computing for Dummies" book is viewed by a shopper, the Related item "Dell
Powerhouse" will be displayed in a small list below the main product image as shown in the figure below.
Related Item in Store
Product Categories
Assuming categories have been created prior to creating/editing the product, you can easily select which
categories the product will appear in. Check the checkbox corresponding to each category name as shown in the
following figure.
52
Assigning Categories
Product Inventory
Product Inventory
Clicking the Inventory menu item on the left side of the Edit Product area allows control of inventory handling
of the selected product. Available Qty is controlled by the configuration of the product. In the example above,
there are four customer choices; each has an inventory quantity which can be entered. Set the low stock notice,
which will trigger e-mail notifications as configured in the Inventory Notices area. If the Available Qty allows
input, enter the inventory on hand; otherwise enter the inventory numbers to the right of the choices as in the
example above.
In the drop down option set the handling of the product when the inventory is depleted. Enter a back-order
message when this product is no longer available. Click OK to save the settings.
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File Downloads
File Downloads
If you have a product which offers a download, enter the information in the File Download area of the Edit
Product configuration. You can either upload a file using the Browse button, or if the file is too large that it may
timeout the upload process the file can be FTP'd into the "Files" folder. Enter the file name located in the Files
folder if it was FTP'd in manually.
Enter the name you would like displayed to the customer in the "Friendly Title" field. Select the options for
availability of the download after it has been purchased and the number of times it can be downloaded. If the
"Available for" is set to unlimited, the quantity is bypassed.
NOTE: For unlimited downloads without a quantity limit, set the Availability to Unlimited and Download
quantity to 0.
Customer Reviews
Customer Reviews
If configured in the Settings >> Product Reviews area, product reviews may be created or edited in the Product
Reviews area of the Edit Product option. You can create New product reviews manually if collecting via e-mail
or another source not directly from within the store. From this area you can also moderate the reviews for each
particular product.
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Volume Discounts
Volume Discounts
You may offer volume discounts to eStore customers. The discounts must be set up in your Great Plains
pricelist. When you import items from Great Plains all pricing data including volume discounts will be
imported. You must also enable volume discounts in Settings >> Nodus/GP Settings screen, as shown in the
figure below.
Nodus Volume Pricing Flag
Amazon.com Products
Nodus eStore Solution Stack takes building an online store to new levels. You can have a store entirely based
off Amazon.com products using your associate ID issued by signing up with Amazon.com. Nodus eStore
Solution Stack provides a simple method of adding content to sell from your store and getting associate/affiliate
credit from Amazon.com. The steps below outline how to add products from Amazon.com to list on your store.
Be sure to enter your associate account information in the Store Settings...General Options area to get credit
from Amazon.com sales.
Adding Amazon.com Products
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As shown in the figure above, by clicking the button highlighted it is easy to add products for sale from your
store entirely managed by Amazon.com through your associate (affiliate) account. Click the button and the
search dialog will appear as displayed in the figure below. We'll add books on "Visual Basic .NET" to sell from
our store.
Searching for Products
Click the Add to My Store button and the product and all attributes such as images will be added. When a
customer views a product that is listed from Amazon.com, it will appear as in the figure below. Notice there is
no ―Add to cart‖ button but instead the option to buy from Amazon.com.
Amazon.com Product View
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Shared Choices
List of Shared Choices
Shared Choices are pre-defined fields that can be used with any product in your store and is defined once. You
can also create "Customer Choices" or ―Accessory Choices‖ as they are called per product or you can build the
very same "Shared Choice" for use with other products if the choice is going to be used in multiple products. As
in the example above (the figure) two shared choices have been designed for "date of birth" and "gender" which
is used in many products in our sample store.
By creating them once, you can add them to other products by selecting the item from the drop down list in the
product edit area as shown in the figure below.
Shared Choices Added to Customer Choices
Shared choices always reference the template created therefore it makes it very easy to update any and every
product using the shared choice in one operation. Take for example the Gender shared choice in the figure
above. Suppose our shoppers want the option so that they don't provide their gender, we need to add a radio
button "Undisclosed". This is simple, as shown in the following figure, we will simple add a new item to the
radio button list. By doing so, this will now appear in EVERY product that uses this shared choice and we do
not need to go through each and every product and redefine the customer choices!
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Edit (Add) Shared Choice
Sales
Merchants can create two types of sales in Nodus eSSS:
Store Wide Sale
To create a new sale, click the New button in the Sale menu area of the Catalog menu. Store Wide Sale is the
default sale, leave the top radio button selected. Configure the discount type per the options as shown in the
figure below.
Store Wide Sale Configuration
The sale can be based off of one of the three price fields set in a product: Site Cost (your cost), List Price, or
Site Price (normal sale price). The discount can be one of two methods: Percentage off or Dollar off. Set the
start date and end date for the term of the sale. When done, click Save Changes to commit the sale to the store.
58
Sale by Product
Creating a sale by product is similar to that of a Store Wide Sale with the addition of selecting the products that
the sale applies to. As shown in the figure below, when selecting the "Sale by Product" radio button a product
selector will appear. Just as in other areas of the store, use the filter system to find the products that apply.
Then choose the "<< Add" button to insert the products with checked boxes to the "Apply to" list. The product
selector will close and the remainder is configured as discussed above.
Sale by Product Configuration
Discounts
A discount is similar to a sale with more granular control of when a discount may be applied, such as a quantity
ordered or a price level minimum, as well as control of the sale by use of a "promotional code" to apply a
discount to a purchase. Creating discounts can be used as rewards for frequent shoppers, marketing efforts, or
focused merchant sale efforts.
To create a new discount, click the Discount menu item on the left side of the Catalog admin area. Three types
of discounts can be created, and based on:
Order Total
Discount by Order Total
In the discount drop down, Order Total is selected as the option to create a discount based on facts of the Order
itself. Set the discount amount then the method of dollars or percentage. Set the date criteria for the discount
period. If a minimum quantity above the normal of "1" is required to apply this discount, set it as is in the
example in the figure. In the case above, a shopper would have to have at least 3 items in their shopping cart to
qualify for this discount. If you require an order total to meet a minimum amount to qualify for this discount,
enter it in the field as shown above with a $0.01 minimum requirement. If the discount does not require a
promotional code to trigger and if the shopper meets the parameters set in the discount, the discount will
automatically be applied. However, if you are distributing a promotional code to reward shoppers or in
marketing scenarios, check the checkbox to require a promotional code and enter the code value to be used. Set
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the number of times a Discount may be used as shown above. If this discount cannot be combined in another
discount, check the corresponding checkbox.
Product(s)
Discount by Product
The parameters for creating the discount are the same as discussed in the Discount by Order Total above. The
only difference is the option to specify the product(s) the discount may be used for. Use the standard product
filter system to locate the desired products then click the << Add button to load the desired products in which
this discount applies.
Shipping Method
Discount by Shipping Method
A discount may be applied to reduce the shipping cost for orders meeting select parameters. The parameters for
configuring a discount are the same as above. The key difference is that only the shipping charges itself are
discounted.
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Discount Shipping Method by Product
A discount may be applied to reduce the shipping cost for orders meeting select product and other parameters.
The parameters for configuring a discount are the same as above. The key difference is that only the shipping
charges itself are discounted.
Product Types
A Product Type is a "template" for building new products for merchant creation of a product. Product types
consist of a "name" and the "elements" called "properties" that make up fields to define a new product. When
creating a new product, you enter the unique SKU for the new product and select the product type (template) for
this new product as shown in the figure below.
New Product Creation and Type "Book"
Product Type Builder
In figure above, the product type "Book" is being defined by selecting from available properties as defined in
the Type Properties area. Select the available properties from the list on the right and click the << Add button to
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select a property for the template. As shown in the figure below, the types are included in the other properties
area in defining a new product. This system makes it easy to keep a consistent product creation scheme such as
in an online book store providing consistent information across all products of the same type.
Product Type "Template" in a New Product Configuration
Type Properties
Type properties are used as the building blocks put together to define a Product Type or a "template" of
merchant information specifications for new products. Type properties can be one of four types:
Text
Text Property Type
The Text property type is one that will provide the person creating a new product the ability to enter text
associated with this field in the "Other Properties" section as discussed in the Product Type topic. In the case
shown in the figure above, in the other properties section of creating a new product a textbox will appear
allowing the input of data. The label for the textbox will be as displayed under "Display Name" above and the
contents of the text box, if provided, will be populated with the Default Value. This information can be for
merchant use only if clearing the "Display on Site" checkbox and this information can also be used to provide
information to the drop shipper when this product is purchased.
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Multiple Choice
Multiple Choice Property Type
A multiple choice property type will provide a drop down selector in the other properties configuration of a new
product. In the case above the person configuring a new product will see a drop down containing shirt sizes XLarge to Small. This will not provide the shopper a selection system; this is only for merchant configuration of a
new product, as the final result is shown in the figure below.
Currency
Currency Property Type
A currency property type is a field that will contain data in the type "currency" or money. In the example shown
in the figure above, a bonus is provided to a vendor for all orders of this particular product. The merchant can
specify the bonus amount per product by using this template that will appear in the "Other Properties" area of a
new product configuration. In the figure we cleared the checkbox so that this information is not displayed to the
public but only provided in the information to the drop shipper and for internal use only.
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Date
Date Property Type
A date field can be used for information such as expiration date in the sample displayed in the figure above. In
this case we are configuring a field that will be set in a product type including this type property assigned to a
new product. A default value is set however can be changed when configuring the new product.
As we have created a new property of each type shown above, we next create a Product Type to contain our
Type Properties as shown in the figure below. We created a new product named "Widget" and assigned the
Type Properties as specified above.
Property Type Designer
When we create a new product and select a product type from the drop down menu of available product types.
When configuring the new product, the "other properties" section will now appear as in the figure below.
Property Type example containing the Type Properties defined above
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Manage Files
Manager Files
If you have a product which offers a download, enter the information in the File Download area of the Edit
Product configuration. You can either upload a file using the Browse button, or if the file is too large that it may
timeout the upload process the file can be uploaded using FTP into the "Files" folder. Enter the file name
located in the Files folder if it was uploaded via FTP.
Enter the name you would like displayed to the customer in the "Friendly Title" field. Select the options for
availability of the download after it has been purchased and the number of times it can be downloaded. If the
"Available for" is set to unlimited, the quantity is bypassed.
People
Users
Users are "people" that have rights to assigned areas of BV Commerce 2004 just like Windows accounts. A user
can have rights to view/access selected areas and can be used to limit employee access to select areas to perform
their duties and disallow access to areas they are not permitted to view. Click the "New" button to create a new
user by entering the contact and password information. After creating a new user, assign their "rights" by
assigning roles to each user. In ―List of user accounts‖ in the following figure, a new user "helper" was created.
We now have to assign the rights to this user so we can control what "Helper" can help with as our new
employee. Check the checkbox next to the user set permissions (roles) for then click the Edit button on the lower
right side.
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List of user accounts
The "Select" button can be used to impersonate a user. You must have the proper rights to do this though. The
"Delete" button can be used to delete a user.
When editing a user, contact information can be modified, addresses added, and roles assigned in the figure
―Edit User - Assigning Roles‖ below shows the addresses listed for the user which have been added, and the
roles available to assign based on roles pre-configured in the Section ―Roles‖ area of the admin section. We
assigned our new Helper as Content Admin to help us build the content areas of our new store. To do so, select
the role "Content Admin" and click the << Add to move it to the left side "Member of". Click Save Changes so
"Helper" can get to work.
Edit User - Assigning Roles
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In addition to assigning roles to employees for managing your store, you can also edit users to assign pricing
levels. Pricing levels are brought in from Great Plains when the first product is imported. A sales person can
also be assigned to each user, when that user places an order the sales person will be notified by email.
You may also use the import feature on the user page to import customers from Great Plains into your shopping
cart. You can import either a single customer or an alphabetical range of customers. The range is inclusive and
includes the starting and ending customer. No wildcards may be entered here. See figure ―Import customers‖
below.
Import Customers
Manufacturers
By clicking the Manufacturers menu item on the left side of the People area, you can view a list of available
manufacturers. Click the letter in the alphabetic filter row at the top, in this example only "N" is available as we
have one manufacturer listed. Click the Edit next to the manufacturer listed to view their information as shown
in the figure, ―Manufacturers‖ below, or click New to add new manufacturers.
List of Manufacturers
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Manufacturers
Manufacturers are assigned to a product along with Section ―Vendors‖ to track sales data and provide e-mail
order notifications to products in which they are assigned.
Vendors
Vendors, like Section ―Manufacturers‖, are associated as a distributor for a product and will receive
notifications of orders for products sold in which the vendor is assigned. Click the filter row to filter vendors by
the first letter of the vendor name, in the example above; clicking the letter N would filter to the single vendor
listed. Click edit to edit the vendor or New to add new vendors.
Vendor List
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Add/Edit Vendor Screen
Affiliates
By clicking the Affiliates menu item in the People menu, you can view the list of affiliates associated with your
store. A merchant can manually create affiliates, or from the Settings...Affiliates area control the option to allow
affiliate memberships from the customer service area of the site. To view/set affiliate settings, click the edit
button to bring up the screen as shown in the figure below.
Affiliate List
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Creating Affiliates
Enter the contact information when creating an affiliate then set the commission type; percentage of sale or flat
rate commission. The referral days value is the number of days a cookie will persist such that a shopper that
uses the affiliate link to visit your store can return to the store at a later time without using the affiliate link and
the affiliate will still get credit for the sale. Refer to the Affiliate Settings area for conflict resolution of a
shopper using more than one affiliate links to visit your store and which affiliate will get credit for the referral.
The affiliate can use any URL to your store that contains the parameter as specified in Settings...Affiliates under
"Affiliate ID QueryString name". The default is "affid" therefore the affiliate could provide a link to your site
such as http://www.yourstore.com/default.aspx?affid=yourid (replace your id with the affiliate id, in the example
of the figure it is "1"). Another way to pass in a query string parameter without specifying a page is as:
http://www.yourstore.com/?affid=youraffid.
Mailing Lists
Mailing lists are a great way to keep in touch with customers to invite returning customers via discounts,
newsletters, etc. Mailing lists can also be private such that merchants can control subscriptions as only public
mailing lists are available for shoppers to subscribe. A shopper must be signed in to subscribe to a mailing list.
When signed in, a shopper can visit their "My Account" section of the store and click the Mailing Lists link to
subscribe as shown in the figure below.
Mailing Lists (My Account Area)
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To view available mailing lists for your store, click the Mailing Lists menu item in the People area of the BV
Admin as shown below in the figure.
Mailing Lists Available
To create a new mailing list, enter the name for the mailing list then click New. If the mailing list is for internal
use only, check the "Private" checkbox. Public mailing lists can easily be subscribed to as shown in the figure
when a signed in user clicks the Subscribe button. You can view the subscribers or add/remove members by
clicking the Edit button. When clicking edit, the Edit Mailing List screen appears as shown in the figure below.
Edit Mailing List
In the above example, our new "Store Mailing List" doesn't have any subscribers as our store isn't open yet. We
can add users listed in the search dialog in the lower right as used in other admin areas. Check the checkboxes
to the left of each user to add then click the << Add button to add the selected users to the mailing list.
Send E-Mail to List
When ready to send a message, click the "Email" button as shown in the figure above. Specify if the message
will be a Text or HTML e-mail message and populate the fields. When ready, click the Email button to send the
e-mail.
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Content
Homepage Content
The Homepage Content designer is a runtime designer to build content blocks composing your home page. As
displayed in the figure ―Homepage Content Sample Layout‖ below, the home page consists of three columns for
placeholders of data elements. The content falls below the header and above the footer of the home page. The
homepage content ONLY displays on the entrance "home page" to your site. Once a user clicks on a category in
the top or left side category listing (if available) the "Category Page" content design is used. For displaying a
product side detail, the "Product Page" content is now used. Using this outstanding runtime designer allows for
complete control of your store's layout without any need for a third party HTML editor. Your store can be
designed completely from the BV Admin area content builders.
Homepage Content Sample Layout
In the example above, we opted to populate the available three columns with elements from the drop down list
of available content blocks. The left column consists of a Section ―Category List‖ which will control the display
categories and configured levels in a vertical list. The second content block added is a Section ―Search Box‖.
The third content block added is the Section ―Category Rotator‖. The second column contains two Section
―HTML Rotator‖ blocks which can contain one or more HTML elements to be displayed. If more than one
element exists, it will be rotated as seen in the third column lower section, used for displaying a list of quotes.
The third column, first block contains a Section ―Mailing List Signup” control. When adding the Mailing List
Signup element, you will be prompted to select the associated public mailing list which will be used for signup.
Click the Up or Down arrows to move the element up or down in order. Click the Edit button to view the
settings for the corresponding element. Click Delete to remove the content element permanently.
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Homepage Content as viewed on Store
Category Grid
A Category Grid is a content element that will display selected category images in a grid based off the number
of columns and images assigned to the category grid. To add images to a category, refer to the Edit Category
topic in the figure ―New Category Grid‖ shows the initial configuration element when creating a new category
grid from the drop down list of available category elements. We'll build a new category grid containing 3
columns of category images.
New Category Grid
Click OK after setting the number of columns, and then we'll edit the category grid from the content page and
specify the category images to display. The figure ―Category Grid Element‖, below shows the new category list
we just created in the center column of our homepage content.
Category Grid Element
Next, click the Edit button in the Category Grid element to configure the associated categories. Ensure you have
images assigned to the categories, if not, read how to add images to categories in the Edit Category topic. After
clicking Edit, click the New button as shown in the figure ―New Category Grid‖ above to add a category
assignment to the category grid. Repeat this procedure to add all desired categories to display in the grid. The
figure ―Category Assignments‖, below shows the assignment of three categories to display in the category grid.
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Category Assignments
Figure ―Category Grid on home page‖ below shows the category grid displayed on our homepage. The category
grid is configured to be a maximum of 3 columns in this example; therefore additional category assignments
would wrap to the next row and continue to display 3 columns of n rows until all categories are displayed.
Category Grid on home page
Category Lists
A category list displays a vertical list of links to categories. The category list will automatically show the depth
of categories limited by the number set in the Section ―Category and Search‖ area. The figure ―Category List on
Homepage‖ shows the category list on the homepage, then again in the figure ―Category List after "MP3
Players" clicked‖ when a category is clicked showing the list updating to show the next level of sub-categories.
Category List on Homepage
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Category List after "MP3 Players" clicked
Category List 2
The Category List 2 is similar to the Category List 1, however this list expands to subcategories and keeps the
parent categories displayed.
Category Rotator
A category rotator will rotate assigned category images with each visit to the page containing the category
rotator. To learn about assigning images to categories to display in a category rotator, read the Edit Category
topic. The figure ―Creating a new Category Rotator‖ below shows the dialog when clicking the New button
above the content element drop down.
Creating a new Category Rotator
After creating a new category rotator, click OK to save the content element. Then click the Edit button in the
element to assign category items to the list to be rotated, as shown in the figure ―Category Rotator Category
Assignments‖ below.
Category Rotator Category Assignments
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Figure ―Category Rotator Category Assignments‖ shows the three categories we want to rotate on our homepage
which is where we added this category rotator. The rotator will display one category image at a time, and will
change with each viewing of the home page. We placed our category rotator to rotate category images on the
lower left of our homepage, as indicated in the homepage content layout area, Figure ―Category list on
Homepage Content‖ below.
Category list on Homepage Content
Figure ―Category Rotator Live‖ shows our category rotator in action on the homepage.
Category Rotator Live
Category Rotator Live
HTML Rotator
The HTML rotator will rotate HTML items that change with every viewing of the page containing the HTML
rotator. To add a HTML rotator, click the New button above the drop down with HTML Rotator selected.
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Adding a New HTML Rotator
Click OK to save the new HTML rotator, or click edit to add HTML elements. Click edit in the content page
view to edit the elements of the HTML rotator. In the example displayed in Figure ―Two HTML elements to be
rotated‖ below, we added two sample HTML elements that will be rotated with each view of the content page
holding the HTML rotator element. The figure ―HTML code element definition‖ displays the HTML code to
generate one of the HTML elements.
Two HTML elements to be rotated
HTML code element definition
Rotation of elements is random and depends on browser cache and page views.
Mailing List Signup
A mailing list signup element can be added and associated to a selected mailing list from available public
mailing lists. Click the New button above the content element drop down selector with Mailing List Signup
selected as the new item to create. Figure ―Creating Mailing List Signup Control‖ shows the assignment of the
mailing list to the mailing list signup element.
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Creating Mailing List Signup Control
Mailing List Control on Homepage
Product Grid
A product grid element is just like the category grid however the display is of product images instead of
category images. Click the New button above the drop down selector with Product Grid selected. The figure
―Product Grid Column Configuration‖ shown below displays the configuration to set the number of columns of
product images to display.
Product Grid Column Configuration
After specifying the number of columns, click OK, then click the Edit within the new element to add new
product image items to the product grid as shown in the figure ―List of Assigned Products‖.
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List of Assigned Products
Product Grid on Homepage Example
Product Rotator
A product rotator element will rotate the display of assigned product images displaying one image rotated with
each view of the page holding the content element. Click the New button above the product rotator selected in
the element drop down. In the product rotator new dialog, click the New button to add items (products) to be
rotated.
New Product Rotator
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Product Item Assignments
After configuring the product rotator, the new rotator content block will appear on the content page assigned.
The figure ―Product Item Assignments‖ below shows the new product rotator placed on the lower right side of
our homepage.
Product Item Assignments
Search Box
The search box content element can be added by clicking the New button above the content element drop down
with Search Box selected. There are no configuration items required, simply add the search box to the location
desired. . The figure ―Search Content Element‖ shows placement of a search box on the left side of the content
page.
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Search Content Element
Category Page
This area is used to build the left side column of a category display page. A category display page is shown
when a category is clicked either on the top category list (if available) or a category link in a Category List or
Category Grid control. As shown in the figure below, we've designed the left column of the store to contain a
Category List control and a Search Box. The figure displays the layout on a product page viewed by the
shopper.
Admin Designed for Category Page Side Content
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Category Side Content on Store
Product Page
This area is used to build the left side column of a product display page. As shown in Figure ―Product Page Side
Content Designer‖ below, we've designed the left column of the store to contain a Category List control and a
Search Box. The figure ―Product View on Store‖ displays the layout on a product page viewed by the shopper.
Product Page Side Content Designer
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Product View on Store
Store Information
This area is self-explanatory and is displayed in the customer service area of your store. The copyright line will
be displayed in the footer of the site. Do not prefix with a © symbol as one will be prefixed automatically for
you.
Store Information
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Customer Service Information as displayed on Store
Store Logo
Store Logo
Use this area to configure the logo for your business. The logo will be displayed on the top left of your site as
well as in e-mail correspondence. When specifying a logo, test the appearance on your site and e-mails and keep
the file size, image size, and colors consistent with your theme.
Store Meta Tags
Store Meta Tag Editor
Meta tags can be assigned at the Store level, Category level, and for each individual product. Enter Meta
keywords and description for your store in the editor as shown in the figure ―Store Meta Tag Editor‖ above.
Meta tags will be displayed and updated in a descending order of available meta tags. If the main page is
displayed, the Store Meta Tags will be used, if a category is displayed, and the category contains meta tag
information, the categories meta tags will be used. Subsequently, if the Meta tag information has been defined
for a product and a product detail is being viewed (e.g. crawled by search engines), the meta tags for the target
product will be used.
This system provides outstanding flexibility for search engine optimization of your store.
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Help/FAQ
When a shopper clicks on the customer service link, a menu of available resources are displayed on the left side
of the screen, as shown in the figure ―Customer Service Links‖ below.
Customer Service Links
A shopper can click the Help link and a list of Frequently Asked Questions will be displayed as configured in
this merchant area. Create as many questions that shoppers may have then enter the answer to the question. The
questions will appear as links, when clicked, the answer will display as shown in the figure ―Sample FAQ
Question with Answer Displayed‖ below.
Sample FAQ Question with Answer Displayed
Admin list of Help/FAQ Question/Answers
Click New to create new Question/Answer pairs, or Edit to edit an existing item.
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Help Question Editor
Privacy Policy
The Privacy Policy area allows you to enter content pertinent to your businesses privacy policy. Each section of
the privacy policy is a separate unique section such as a unique paragraph with a title "header" and the content
below. The figure ―Sample Privacy Policy‖ below shows the sample privacy policy that ships as an example
only use with a new store. Be sure to replace this with your businesses approved privacy policy.
Sample Privacy Policy
To create a new Privacy Policy section, click the New button in the lower left. To edit an existing section, click
the Edit button for the corresponding section, or Delete to delete it. Click the up/down arrows in the far right to
modify the section order. If you do not wish to have a section header (bold text in example above), leave the
header field blank. The figure ―Privacy Section Designer‖ shows the simple section editor to add/edit sections.
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Privacy Section Designer
The privacy policy link is presented to the shopper when clicking the customer service link as shown in the
figure ―Privacy Policy in Customer Service Area‖ below.
Privacy Policy in Customer Service Area
Returns
The customer service link will provide policy and customer service related information. The link at the bottom
of the list in the figure below will present the shopper with return policy information, and if a return form is
enabled in the Section ―Returns‖ area, a return form will be provided to process the return as shown in the figure
―Return Request Form‖ below.
Returns link in Customer Service Menu
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Return Request Form
In the merchant area, you can control whether or not the return form is displayed, and edit the header text, policy
items (as shown in the figure ―Return Policy Items at Bottom of Page‖ below) and the message returned to the
shopper after a request form is submitted.
Return Policy Editor
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Return Policy Items at Bottom of Page
Shipping Policy
When a shippable product is ordered, the store will present estimated shipping charges to the customer. As
shown in Figure ―Highlighted Shipping Link during Checkout Process‖ below, a link is provided to display a
popup window of shipping policies. Policies can be edited in the policy editor as shown in the figure ―Content of
Popup Window when Link Clicked‖ below.
Highlighted Shipping Link during Checkout Process
Content of Popup Window when Link Clicked
Edit Shipping Policy Screen
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Terms and Conditions
Terms and conditions can be edited to be viewed when a shopper clicks the link in the customer service page as
shown in the figure ―Terms and Conditions Link‖ below.
Terms and Conditions Link
You can also set a requirement that the shopper must check a checkbox, as shown in the figure ―Terms and
Conditions Link at Checkout (highlighted)‖ below, stating they have read and agree to the terms and conditions.
A link will also be provided to view the terms and conditions opened in a new window.
Terms and Conditions Link at Checkout (highlighted)
Edit the terms and conditions as shown below in the Terms and Conditions editor. Check the checkbox to
Require Agreement at checkout.
Terms and Conditions Editor
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Email Messages
E-mail Message Templates
The Email Message link in the content manager area allows customization of the template messages that are sent
in response to different events with the store. You can edit any of the five e-mail templates by clicking the edit
button as shown in the figure ―E-mail Message Templates‖ above. The figure ―E-mail Template Editor‖ shows
the e-mail template editor when clicking the New Order Receipt E-mail Edit button.
E-mail Template Editor
Depending on the e-mail template, different sections are available for edit. At the top of each template editor,
choose the sending format of the message, HTML or Text. HTML e-mails can be richer in content and take
advantage of HTML formatting, however, some clients using older e-mail software may not be able to read the
message. If concerned about e-mail compatibility, you may want to consider using text messages, however, most
users can accept HTML e-mail messages now.
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Enter the HTML sections as shown above. Do not include HTML or BODY tags, NODUS ESTORE
SOLUTION STACK will create the HTML formatting template for you. Only include the sections as if you
were building the content inside a BODY tag of a web page, as demonstrated in Figure ―E-mail Template
Editor‖ above.
NODUS ESTORE SOLUTION STACK uses "replacement variables" as indicated at the bottom of the template.
Each replacement variable such as [[logo]] will be replaced with the information as described to the right of the
indicated replacement variable, your company's logo that was uploaded earlier. Notice the subject line has the
following text "Order receipt for order [[ordernumber]]". When the e-mail is sent, the replacement variable will
be changed from [[ordernumber]] to the actual order number of the processing order.
The ability to construct e-mail templates with replacement variables gives you, the merchant, full flexibility in
personalizing the theme of messages sent in response to actions of your store. Providing the merchant the tools
to create a professional and customized image is our focus with the system provided here.
Custom Pages
Custom pages provide the powerful capability of adding web pages to your store using the included content
editor. Custom pages can automatically show links in the footer menu and navigate to the new web page
showing the content as provided in the editor such as in Figure ―Example of a Custom Page‖ below. When
clicking the Custom Pages menu item in the Content side menu, a list will appear of custom pages you created.
Click the Edit to edit the selected custom page, delete to remove it, or New to add a new custom page.
List of Custom Pages
Example of a Custom Page
In the example above, we created a new link for the footer so our shoppers can view newsletters. The link will
appear in the bottom (footer) menu as indicated by placing a checkbox in "Show in Bottom Menu". The figure
―New Custom Page Example‖ shows the link as it will appear in the footer and the page is displayed once
clicked.
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New Custom Page Example
Open/Close Store
From time to time, there may be a reason to close your store, whether for system upgrades, inventory updates,
product configuration changes, etc. To prevent customers from shopping during an upgrade process, such as
server maintenance, graphics changes, you can close your store to inform the shoppers that the store is
temporarily closed and when to return. Having a friendly "closed sign" will help shoppers understand that your
business is reliable and you are simply performing required upgrades.
Shoppers View of a Closed Store
To close your store and control the message displayed to shoppers, click the Open/Close Store menu link in the
Content area. Enter a HTML formatted message (HTML and BODY tags not required) as shown in the default
example in Figure ―Store Closed Message‖. To close your store, check the "Close Store" checkbox. To reopen
your store, clear the checkbox and click Save Changes to commit the changes.
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Store Closed Message
NOTE: If you close the browser and return, you will need to go to http://yourstoredomain/bvadmin/login.aspx
to login and update the store status.
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Orders
Order Manager
Order Status Key
The Order Status Key provides a graphical help guide for determining the status of an order.
Each order within the Order Manager has a status code indicator that can be used to quickly determine the status
of an order. These status code indicators are color coded according to the Order Status Key. A tool tip can also
be used to determine the status of an order by rolling your mouse over one of the status codes.
Order Manager
The Order Manager will display your orders from newest to oldest in descending order. You can use the "All",
"Problem", "Voided", and "Submitted" buttons located above your orders to filter the order list respectively.
You can also use the "Date Range" drop down list to filter your orders by the date range you specify.
The "Void Selected Orders" button on the All page and the "Resubmit All Checked Orders" button on the
Problem page located at the bottom of the order list are used in correlation with the checkboxes located to the
left of each order. The checkbox allows you to select a single order or multiple orders for quick action. Select an
orders checkbox and use these buttons to void an order, or resubmit an order.
If an order is marked as a problem order you are given the option to view or edit the XML from the action list,
giving you a change to correct the problem order.
You can also view the details of the order from the action list.
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View Order Details (top)
The View Order Details page gives the user the ability to view detailed information about the customers
purchase. This page can be accessed by directly clicking on the order, or by using the Action List from the Order
Manager menu.
View Order Details (bottom)
The bottom portion of the Order Details page provides detailed information about your user, and the user's
transaction.
You can view the customers IP address, Host IP address, or the user's browser information. Credit Card
authorization notes or responses from the payment gateway on authorization statuses such as declines will also
appear in this area.
Admin notes can be added and viewed immediately by other admin users.
From the action list, you have the option of editing or viewing the xml of the order, marking the order as
completed or as shipped.
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Order XML
Viewing the XML
When an order fails to submit to Great Plains, it is marked as a problem order. Once it is a problem order, eSSS
gives you the opportunity to edit or view the XML of the order. Sometimes an order can become a problem
order if the back office server fails to respond. In this case, you should use the button on the main order manager
screen to resubmit a large number of orders.
To see the error message, you can try resubmitting, and based on the error message returned you can edit the
XML to try to resolve the problem. If you have successfully edited the order, you will see a message indicating
it is now in Great Plains.
Usually, you will not have to go to this screen. After your store has become integrated, orders should flow
directly to Great Plains.
Search Orders
Find Orders System
To search for orders, enter search criteria in field as shown in the figure ―Find Orders System‖ above. To
retrieve all orders, click the Search button with the defaults displayed. Once search results are retrieved,
information such as ―Order#, User, Total, Time, Ref#‖ are displayed.
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Search Results in Find Orders
Orders are displayed in descending order by date. Click the Details button to view Order details. If payment has
not been collected such as in a scenario of a credit card system set to Authorize then Capture payment can be
processed by clicking the Receive Payment button. If an order has shippable items, click the Ship Items to
process payment, if required, and ship items which will also send appropriate e-mails finalizing the sale.
Reports
The BV Commerce 2004 shopping cart comes with several different reporting functions. This section describes
how to use each reporting function.
After reading this section, you will know:
How to view monthly and daily sales.
How to view sales by promotion, or affiliate.
How to view your top products, and/or customers.
Monthly Sales
Monthly sales shows a graphical display of orders for the selected month as well as a detailed day by day list of
sales on a daily basis containing the number of orders and daily total. Click the Details button to display the
order details by "drilling down" into the selected day. Select the month and year value at the top of the area to
set the target data, click the next button to advance to the next month, previous to move to the prior month.
Daily Sales
Daily sales reports are similar to Monthly reports with the exception that only one day at a time is viewed. The
details button will show the information regarding the corresponding order. The Order Details screen will
display all information for the corresponding order and allow operations such as printing, marking the order as
Not Paid, and sending status e-mails to the customer.
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Sales by Promotion
Sales by Promotion allows filtering sales based on promotional codes. Select the Promotion code from the drop
down list then click OK to recall orders placed using the selected promotional code.
Sales by Affiliate
Monthly Affiliate Report
Select the affiliate from the drop down list and the appropriate date filter then click Refresh to display orders
associated with the selected affiliate.
Top Products
Top Selling Products
Click the Today, This Month, or This Year button to display top selling products for the quick filtered time
frame. If you would like to narrow the date filter criteria, select a start and end date then click OK to show the
top products for the manually entered date filter.
Top Customers
Top Customers are displayed in the same manner as Top Products. Click the Today, This Month, or This Year
button at the top for quick date filter settings, or set a start and ending date then click OK to manually filter data
on top customers.
Settings
There are a number of settings that you can set to control or define your BV Commerce shopping cart. Many of
the settings here only need to be configured once, during the initial setup of the shopping cart. After reading this
section you will understand what functionalities can be changed in your shopping cart.
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General Options
Settings – General Options
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The general options area allows for configuration of overall store specific settings. The following outlines the
description of each setting.
Setting
Description
Home Country
Set the Country in which your business resides. The drop down list will be
populated by countries configured in the Settings...Countries area. Setting the
country will change the formatting of locale (culture) specific formats such as
currency
Small Product Image in
Cart
If checked, the small image associated to the product images collection will be used
in the cart list
Small Product Image
Size
Sets the default size for small images. If the "Force Image Product Sizes" is
checked, this size will be used to display small image placeholders. BV Commerce
2004 will automatically resize small image assignments to this size
Medium Product Image
Size
The default size for medium product images. If "Force Image Product Sizes" is
checked, product images will be resized automatically by BV Commerce 2004
Tiny Product Image Size
The default size for cart images. Product images will automatically be resized to this
size for use in the cart display, if "Show Product Image in Cart" is enabled
Force Image Product
Sizes
If checked, NODUS ESTORE SOLUTION STACK will automatically handle resizing
of the source image to comply with the Product Image sizes set
Show Powered By icon in
footer
If checked, the "Sell more with bvsoftware" logo will appear in the footer of all
pages. The image will be hyperlinked with the BV Software affiliate ID to credit you
with any referral sales
BV Software Affiliate ID
Sign-up to be a BV Software affiliate and receive an ID to place in this field. When
entered, the Powered By logo in the footer, if opted to display, will be linked with
your affiliate ID
Amazon.com Affiliate ID
If you have a Amazon.com affiliate ID, enter it to receive associate credit for any
Amazon.com products included in your store
Show Cart Totals in
Header
If checked, keeps a running total of the items the shopper added to the shopping
cart
Site Cookie Name
A unique cookie name for your business to track information required by BV
Commerce 2004
Allow Personalized
Themes
If checked, allows shoppers to select the theme to use in the "Your Account" area of
the site. A "Themes" link will appear in the list of links on the left side of the page
Show Wish List on Cart
Page
If checked, any wish list items will appear below the shopping cart.
Allow Gift Wrapping in
Cart
Enables display of "Gift" checkbox in cart. If checked, Gift Wrap price will be added
to the checkout total
Gift Wrap Charge Per
Item
Fixed rate gift wrap per item, will display above cart total
Charge Tax on Gift
Wrapping?
If enabled, the Gift Wrapping charge will also be included in the tax amount charged
to your customer.
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Setting
Description
Remember Carts for
Anonymous Users?
If enabled, your store will remember items added to the carts of users who are not
logged in. If this user returns to your store, the items they added to their cart will
automatically return to their shopping cart. The carts are also stored in a persistent
cookie on the anonymous user's system.
Disable Product
Caching?
To improve performance, products are "cached" or stored in memory on the web
server for a short time. When a customer views a cached product the information is
pulled from the memory on the web server instead of having to go retrieve it from
the database which is much slower. Disabling the product caching allows you to
quickly change prices and product information but is not recommended for most
stores.
Force Upper-Case for
Addresses?
This option automatically forces upper-case lettering when a user/customer enters
their address.
Show expected ship date
for back orders
Require sign in before
browsing
Address Options
Address Options
During the checkout process, BV Commerce 2004 will present fields to the shopper to be filled out in order to
complete the order. Use the configuration settings as shown above in Figure ―Address Options‖ to determine
which fields will be displayed, and the fields that are required in order to continue with the checkout process.
Affiliates
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Extend rewards to affiliates by offering commissions for referring business to your store. When the "Enable
Sign-up Form" option is checked, an Affiliate Program link will appear in the customer service page as
displayed in Figure ―Affiliate Link‖ below. The figure ―Affiliate Options‖ below shows the available settings in
configuring the affiliate settings for the store.
Affiliate Options
Affiliate options
Setting
Description
Enable Sign-up Form
If checked, the Affiliate Program link will appear in customer service form as shown
in the Affiliate Link figure below.
Affiliate Commission
Type
Select if commission is Flat Rate or Percentage of Sale.
Your Affiliate
Commission
Enter the value of the commission.
Affiliate Referral Days
The number of days a cookie will persist on the shopper’s computer. Should a
shopper use an affiliate link to visit your store, leave, come back another day and
enter the store via the normal site URL (non-affiliate link), the affiliate will still
receive affiliate commission if within this time period.
Affiliate Conflict
Resolution
Affiliate 1 provides John Shopper his affiliate URL, John S. visits your store but
doesn't purchase. A cookie will persist on John's system so if he returns to your
store without an affiliate link, Affiliate 1 will receive affiliate commissions. However,
if Affiliate 2 sends John Shopper an affiliate URL with Affiliate 2's ID and John S.
visits your store, this setting determines which affiliate will get affiliate credit. If
"Favor Old Affiliate" is set, Affiliate 1 receives the commission. If "Favor New
Affiliate" is set, Affiliate 2, i.e. the most recent affiliate ID used will receive the
referral commission.
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Setting
Description
Affiliate ID Query String
Name
Set the Query String parameter that your store will check for in the URL string
containing the affiliate ID issued to affiliates. The default is "affid" however this can
be changed, such as "eid" for Employee ID, "ref" for referral ID, etc. This setting is
to allow discrete use of affiliate IDs so shoppers are not aware of the referral
commission the supplier of the URL may provide.
Affiliate Introduction Text
When a shopper clicks the "Affiliate Program" link in the left side menu of the
Customer Service area, a welcome message is displayed above the "Join the
Affiliate Program" link as shown in the figure below.
Affiliate Terms
Enter the terms and conditions relative to your affiliate program. A link will appear
as shown in the bottom of the “Affiliate Program Sign-up form” below to allow
prospective affiliates the option to read prior to joining.
Affiliate Link
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Category and Search
Category and Search Options
The above options allow you to define how categories are displayed and searching occurs on the store. Each
option is described in the following table.
Category and Search options
Setting
Description
Show Sub Categories in
product grids?
If checked, category images for sub-categories will appear below the product image.
Show home link in
category tree
If checked, "Home" will appear as top category link to return to the store's home page.
Show Categories Tabs in
Header?
If checked, categories will be listed as tabs across the top of pages. If the checkbox is
cleared, tabs will be suppressed.
Tabs per row
Controls the number of tabs displayed per row before tabs are wrapped to the next row.
Rows are filled from the bottom up.
Pager Prefix
For items such as search results, a paging line may appear, if necessary. Enter a value
for the prefix to the pager line.
Pager Spacer
Same as above, except this value is used to create a text item such as a | to separate
paging values. For example: 1 | 2 | 3 | 4, or if entering a comma "," it would be 1, 2, 3, 4.
Pager Suffix
Similar to the Pager Prefix except this is the trailing text such as "Results found".
Next Page Text
Indicator to navigate to Next set of results.
Last Page Text
Indicator to move to Last set of results available.
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Setting
Description
Show Next/Last Links?
If checked, will show the Next Page and Last Page indicators to allow navigation of the
results.
Show Search Results as
Determines the layout of the results in a search query. If "Grid" is selected then the layout
displays product images in the specified grid size configured below this setting. If "List" is
selected then the layout displays a list of products without images.
Search Results Grid Size
Defines the layout of the search results.
Flag products as "new"
New products created within the defined number of days (default of 60) will have a
"NewProduct.gif" image super-imposed on the upper left of the product image. This is
useful to present shoppers items are new to your catalog. If you are setting up a new
store, we recommend that you uncheck this option, otherwise all of your inventory items
will be listed as new. You may want to turn this feature back on after your initial product
line is no longer flagged as new.
Countries and States/Regions
By default, the four enabled countries are: United States, United Kingdom, Canada, and Spain. Other countries
that your store can accept orders for may be enabled by checking the checkbox for the corresponding country.
Click the States/Regions button to view or edit items for the corresponding country.
Country States/Regions Configuration
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Gift Certificates
Gift Certificate Settings
If you would like to sell gift certificates, check the checkbox next to "Gift Certificates Available?" which is set
as ON by default. Set the amount limits to gift certificates as shown in the ―Gift Certificate figure above.
“GIFTCERTIFICATE” Item Setup in Great Plains
“GIFTCERTIFICATE” Credit Card Setup in Great Plains
In Great Plains, we will need to have a ―GIFTCERTIFICATE‖ Credit Card Name and a ―GIFTCERTIFICATE‖
Inventory Item set up under the same account number. This account number could be a newly-created account or
an existing account. A single unique account will allow for easy reconciliation.
For the Credit Card Name, go to ToolsSetupCompanyCredit Cards and set up the
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―GIFTCERTIFICATE‖ Card Name as a Charge Card using the created/selected account number.
For the Inventory Item, go to CardsInventoryItem and set up an Inventory Item for ―GIFTCERTIFICATE‖
and under Accounts, change the account in Sales with the selected/created account number. This Inventory Item
must also set up all the available Price Levels and Unit of Measure (CardsInventoryPrice List) set up to
allow Great Plains order entry.
To ensure that the recipient receives their gift certificate email the ―From:‖ field on the Gift Certificate Message
page must contain an email address:
Gift Certificates in Customer Service Area
To purchase a gift certificate as a user, go to Customer Service page of the store and click on the ―Gift
Certificate‖ link, select a gift certificate amount and add it to the Shopping Cart. After checkout, a gift certificate
code will be issued and emailed to the user’s registered email which can be presented as a gift and used on the
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store for subsequent visits of any shopper holding the certificate code.
On the payment page of the checkout process, gift certificate codes can be entered which will deduct from the
cart total.
Inventory Settings
Inventory Settings
If your store tracks inventory, enter an e-mail address and a repeat interval, in hours, to have low stock notices
sent. Leave the e-mail address field blank if you do not want low stock notices sent. Click the "Send Report
Now" to immediately send a low stock notice report to the recipient.
If you don't wish to track inventory at all, you make select the Disable Inventory Tracking checkbox.
Note: When the ―Disable Inventory Tracking‖ feature is used, every item’s quantity is set to ―9999‖, and will
stay as ―9999‖. When this feature is de-selected, the item quantity is set to 0.
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The "Update Inventory Quantities" setting allows you to enter a time interval. The time interval tells the
shopping cart when it should sync its inventory quantities with Great Plains. The syncing does not occur in real
time, but will occur the next time that the Add To Cart button is clicked on the shopping cart.
Strict Inventory allows your store to remove items from inventory when a user/customer adds an item to the cart.
Optionally you may disable this feature by clicking the Disable Strict Inventory, in which case items will only be
removed from inventory when orders are saved.
Mail Settings
Mail Settings
Configure the mail server to use if the mail server on the local server will not be the default for use. Enter the
SMTP server name in the "Mail Server" field. If the mail server requires outgoing authentication, enter the
username and password for the required authentication. Test messages can be sent using the To: field at the
bottom. Click ―Save Changes‖ to commit the new settings then click OK to send a test message. Orders
Order Options
The above options allow you to define how some settings for orders on the shopping cart. Each option is
described in the table below.
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Order Options
Setting
Description
Minimum Quantity
Set the minimum quantity required to complete an order.
Quantity Limit
Set the maximum quantity allowed per order.
Minimum Amount
Set the minimum amount required to process an order.
Amount Limit
Set the maximum amount which can be ordered.
Allow $0.00 Orders
Allows orders of products with no pricing (example, free offers but you require a
checkout process of the order).
Show requested ship
date
If checked, on the payment entry screen a requested ship date entry screen will
come up.
Send Email When New
Orders Arrive
If checked, the recipient address set will receive an order notification. Multiple
addresses can be separated by a comma
Last Order Number
Sets the starting order number for the next order. Indicate the last order number the
store assigned to base the calculation for the next issued order number.
Increase each order
number by a random
number between
Controls how new order number are generated. In this example above, order
numbers will be incremented by 1. A random number can be used to randomize
order number generation by adding the random value between the set limits to the
last order number.
Show Special
Instructions Field at
Checkout?
If checked, displays a multi-row entry box for shoppers to enter special instructions,
if any during checkout.
Allow Multiple Shipping
Addresses?
If checked, gives the customer the ability to enter multiple shipping addresses for
each shopping cart item.
Run order clean up every
Sets the duration for order clean up.
Clean up carts older than
For shoppers that added items to their cart, the cart contents will attempt to be
restored when the shopper signs in the next visit. A shopper may not return and
therefore a cleanup process is run every X days to purge the old data. This value
sets the number of days a cleanup is run to purge old cart data.
Clear CC numbers from
completed orders older
than
This setting determines when the drop shipper e-mail fires off to the
vendor/manufacturer. If not selected, drop shippers e-mails will be sent when the
customer's credit card is charged. Otherwise it will be sent when it's authorized.
Send drop shipper
notices on authorization
instead of on charge
New products created within the defined number of days (default of 60) will have a
"NewProduct.gif" image super-imposed on the upper left of the product image. This
is useful to present shoppers items are new to your catalog. If you are setting up a
new store, we recommend that you uncheck this option, otherwise all of your
inventory items will be listed as new. You may want to turn this feature back on after
your initial product line is no longer flagged as new.
Default Order Manager
Date Range
This drop down list gives you nine different date range options for displaying your
orders in the order manager.
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Payments
The eSSS shopping cart offers many payment options such as online and offline credit card processing, PayPal
payments, Purchase Orders, Telephone/Email, Fax, Email, and Check by Mail options. Configure the payment
settings as shown providing description and instruction information as required.
Payment Options (top)
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Payment Options (bottom)
Credit Card Payments
If accepting credit card payments, check the checkbox for cards accepted by your store. Credit card orders can
be handled in two methods:
Pre-Authorize Cards at Checkout (Charge when Shipped) — When a shopper places their order, the store
will get an authorization from the credit card company. If the funds are available, the order will proceed with
processing. This scenario is typical of businesses complying with credit card rules not allowing credit cards to
be charged until the order is ready for shipment.
Charge Full Amount to Cards at Checkout — If selected, the credit card will be charged the full amount at
the time of checkout. If the credit card sale is approved, the sale will be marked completed.
eSSS ships with the payment gateways displayed in Figure ―Credit Card Processors.‖ below. Credit card PlugIns can simply be copied to the Plug-Ins folder of your store and will be immediately available for processing
credit card transactions. To edit a payment processor, click the Edit link at the right-side of the listed gateway.
Credit Card Processors
When editing the Nodus Transaction Server, you have the option of specifying a credit card setup id, an eCheck
setup ID, and the option to use AVS. Other credit card plugins may have different options.
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Editing a CC Processor
PayPal Payments
If accepting PayPal Payments, fill up the PayPal Username field with your receiving account’s username and the
rest of the fields as desired. There are other initial setup requirements below:
In Great Plains, a ―PayPal‖ Credit Card Name must be set up to accommodate the PayPal payments as credit
card payments from the store. Go to Tools>>Setup>>Company>>Credit Cards and set up the ―PayPal‖ Card
Name as a Bank Card under a desired Checkbook name.
“PayPal” Credit Card Name
Your receiving PayPal account’s Instant Payment Notification also needs to be activated for the Store Site. This
would be for PayPal to notify the Store that the payment has been made for your account.
To Activate
1.
Log-in to your PayPal account.
2.
Click the Profile sub-tab
3.
Click the Instant Payment Notification Preferences link in the Selling Preferences column.
4.
Click Edit.
5.
Click the checkbox and enter your store’s URL as follows: http://www.mydomain.com/PayPal.aspx
where “www.mydomain.com” is your store’s URL
6.
Click Save.
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NOTE: If you are unable to find the Receipt Transaction ID on a PayPal Order, IPN is not set up correctly.
To accept to an active, non-Sandbox PayPal account, you will need to disable the Sandbox (Testing) tag in the
Web.config file located at your Store’s root directory on the web server. Just open the file and locate this tag:
<add key="PaypalSandbox" value="Off"/>. Set the value to ―On‖ if you are still using a Sandbox account
and set the value to ―Off‖ if you are using a Live PayPal account.
PayPal
Product Reviews
Product reviews provide a method for shoppers to provide their feedback on a particular product. Product
reviews can also be manually added in the Customer Reviews area of the Catalog admin section as in the case of
accepting feedback via e-mail. Product reviews are configured as shown in figure ―Product Reviews‖ below.
Product Reviews.
The following options can be set from the review screen.
Product Review Options
Setting
Description
Allow Product Reviews?
Specifies whether or not customer reviews are allowed.
Show Product Reviews
on Site?
Specifies if customer reviews are displayed.
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Setting
Description
Moderate Product
Reviews?
If checked, product reviews must be approved. Reviews awaiting moderation
display in the lower left of the admin home page as shown in “Moderate Link.”
below.
Allow Product Rating?
Determines if the Average Rating Element is displayed above the review.
Allow Karma Scores?
The Karma score is used to determine the sort order of reviews. Higher Karma
score (was this helpful) = higher ranking. The top x reviews show up on the product
page itself. Clicking the Yes button = +1 karma, clicking the No = -1 Karma.
Show how many reviews
at first?
Controls the number of reviews to display on the product page. A link will appear to
view all reviews.
The following is what screen a customer can use to write a review:
Write a review
After a user writes a review, you'll notice a link similar to the following on the to-do page of the admin. Clicking
on the link will allow you to approve or deny reviews if you have moderation enabled.
Moderate Link
Returns
Return Request Form
If "Enable Return Form" is checked, a link will appear in the Customer Service Area to allow a shopper to
request a return. Enter the e-mail for the account to receive the e-mail of the request data.
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Shipping
This area is to configure the shipping and handling configuration of your store. To configure account settings for
shipping carriers, click the button in the lower right, as displayed in Figure ―Shipping Carrier Accounts.‖ below
which brings up the carrier account configuration dialogs as shown in the figure ―Shipping Configurations.‖
below.
Shipping Carrier Accounts
Shipping Configurations
There are a few options in Figure ―Shipping Processing Options.‖ you can configure. Configure a handling fee
and whether the handling fee is to be applied on the order total or each item in the cart. Also you are allowed to
specify which shipping carriers to poll and get real time rates from. If you have all of them setup, you can select
to poll ALL.
Shipping Processing Options
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Shipping Methods can be configured, such as a Per Item shipping method configured in Figure ―Creating a
Shipping Method.‖ below. Different shipping levels can be created by clicking the "New Level" button. Click
the Edit button to update the values, cancel or update to undo or commit the changes. Set the Countries and
Regions available for shipment method. Click Save Changes when the shipping method and levels have been
configured.
Setting a Type of BV - [Method] Allows the creation of shipping levels in building custom shipping methods.
For carrier specific methods, levels are not available. There are four custom shipping types:
By Item Count — Allows the merchant to set a charge based on the number of items shipped.
By Price — Allows the merchant to charge a certain amount based on the subtotal of the order.
By Weight — Allows the merchant to charge a certain amount based on the weight of the number of
items shipped.
By Item — Allows the merchant to set a per item charge that is multiplied by the number of items
shipped. (e.g. buy 1 item, charge $10/item in shipping, buy 2 items, charge $4.80/item, buy 10 items,
charge $0.75/item in shipping.)
Creating a Shipping Method
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Site Terms
Site Terms Configuration
eStore Solution Stack provides a powerful system for localization and customization with a term/value system.
Terms are values used internal to eStore Solution Stack and the value is used as the output for the store. Edit
term values to control the output displayed to the shopper when terms interpreted for publishing to the web page.
For example, if you were to change "AddressBook" to have a value of "Your Address Book", anytime you now
see "Address Book" would now be "Your Address Book." Click the Edit button to Edit term values.
For those coding their own modifications, Site Terms can be called in code such as:
lblTest.Text = Content.SiteTerms.GetTerm("AddressBook")
In this case, the lblTest would show a as "Address Book"
NOTE: It is strongly recommended NOT to delete a factory default term. Only user-defined terms should be
deleted if no longer used.
SSL
SSL Settings
Configure the Standard Site URL for your store and the URL for SSL mode to be used during encrypted page
views. The Secure Site Root URL will be used when the "Use SSL for Checkout" is checked and a shopper
enters the checkout process requiring encrypted protection. Be sure to check the SSL checkbox prior to handling
credit card orders or any operation requiring SSL operations. If you are handling manual transactions or
phone/fax orders, etc. SSL may not be required.
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You also have the option of using SSL for checkout and credit card pages. In addition, you can also use SSL for
all of your admin pages.
NOTE: Turning the SSL option on for your Admin pages and not having a properly configured SSL Certificate
can lock you out of the admin. Make sure your SSL Certificate is set up properly before turning this option on.
Taxes
List of Configured Taxes
The Tax section allows unlimited taxes to be configured and listed as in Figure ―List of Configured Taxes.‖
above. Click New to add taxes, edit or delete for existing taxes.
Configuring a Tax
The above settings allow you to define a single tax. The type currently allows you to specify whether this is a
sales tax or freight tax.
Taxes Classes
List of Tax Classes
You can further setup taxes by assigning certain taxes to tax classes and then assigning these classes to products.
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Tax Schedule
Setting a Tax Schedule
On this screen you can set the tax schedule for the store. This should be a tax schedule that contains all tax
details that you wish to use on the store.
Themes
eStore Solution Stack allows the entire store to be "themed" with ease. Currently two themes ship as examples
for theme creation. To add themes, create a new folder under "BVThemes". After creating the new folder it will
appear as new theme available in the Settings...Themes section. Follow the existing themes as a guide to creating
new themes, a powerful system allowing easy design creation of your store, also easily changed such as for
seasons and sales.
Click the Select button to set the desired theme for your store.
Theme Selector
Version Information
To aid in troubleshooting, use this area to send information to BV Software's Technical Support. Be sure to
include as detailed information as you can provide in the Notes section. Click the Email button to send the
information to support.
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Version Info
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Error Log
The error log records errors triggered during use of the store and are captured with the advanced exception
management system built into the store software. With the advanced error logging system, we are able to assist
in any errors that may be occurring. Click the Clear All button to clear the message log to see if an error
continues or was a onetime glitch. Information from the error log can be copied and pasted into an e-mail and
sent to the support staff. The delete button will clear a single error from the log.
Error Log
Current Application Settings
This area provides a read only list view of your store's settings
Current Application Settings
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Fraud Checks
Fraud Settings
BV2004 gives store administrators the security feature to ban emails, IP addresses, and domain names.
IP address can be obtained from the "Merchant Notes" on the "Order Details" screen. Likewise, the e-mail
address/domain name can also be obtained from this screen.
Nodus/Great Plains Settings
Nodus / Great Plains Configuration Menu
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These options allow you to define some of the Nodus integration options. Each option is described in the tables
below. The first set of options is generally specific to each web order placed on the store.
Order Options
Setting
Description
Order Type ID
This field defines the type ID that the web order will go into Great Plains as. The
value typed into this field must be a value that is in your Great Plains SOP40200
table.
Batch Type
There are two options you can set for this setting. Either "Auto-generate Batch ID"
or "Specify Batch ID" can be selected. Selecting "Auto-generate Batch ID" will let
you type in a prefix and how often you want the batch ID to be generated. Selecting
"Specify Batch ID" will allow you to enter a single batch ID to use.
Batch Prefix
This entry will only appear if you selected "Auto-generate Batch ID" above. This field
allows you to enter a prefix you want the batch ID to start with.
Batch Frequency
This drop down list will only appear if you selected "Auto-generate Batch ID" above.
The drop down list contains two options, "Daily" and "Hourly". They determine how
often the batch ID is generated
Batch ID
This entry will only appear if you selected "Specify Batch ID". This field allows you to
enter the batch ID you wish to use. The batch ID is re-used for each web order.
Document Prefix
This field allows you to enter a prefix that you want the document to start with.
Document ID Total
Length
This field allows you to specify the maximum length of the document ID. If the prefix
plus the order number is less then this number, the document ID will be left zero
filled.
Set Payment Terms ID
There are two options you can pick for this setting. Either "Do not set" or "Use
payment method" can be selected. Picking "Do not set" is the default and does
nothing with the payment method. Picking "Use payment method" populates the
payment terms with the method of payment or if a credit card is used then the credit
card name. If you use the payment method you must have these payment terms
already set up.
The next set of options are specific to the customer integration of the shopping cart.
Customer Options
Setting
Description
125
Setting
Description
Customer Prefix
This field allows you to specify the prefix used for creating a new customer's id. It is
used along with Customer ID Total Length setting below to create the full ID much
like how the document ID above is generated.
NOTE:
The Customer ID length is limited to 15 by Microsoft Dynamics GP.
The customer prefix makes up part of the Customer ID so it is recommended
that this is limited to 2-3 characters. For example if the customer prefix is 9
characters long and the customer ID total Length is 15 the number of
customers will be limited to 999,999.
Customer Prefix = ABCDEFGHI
Customer ID Total Length = 15
Customer ID = ABCDEFGHI000001 – ABCDEFGHI999999
Customer ID Total
Length
This field allows you to specify the maximum length of the customer ID. If the prefix
plus the customer number is less then this number, the customer ID will be left zero
filled.
NOTE: Please see comments above regarding the link between the Customer
Prefix and the Customer ID Total Length
User Name Field (Import
Customer)
This drop down list determines which Great Plains field the customer import should
use for the user name. The default setting is "Email" and uses the email address
specified in the email field in the internet information card for the Great Plains
customer. Other options include "Login" and "Customer ID". The "Login" name is
specified in the internet information card of the Great Plains customer. The
"Customer ID" setting allows you to import customer IDs as the user name.
Customer Name Format
Allows you to specify whether you want the customer name to go in as "Firstname
Lastname" or "Lastname, Firstname". This option may be removed in future
releases as it no longer requires a code customization to handle.
Default User Password
Allows the importer to specify what the default password will be when customers
that do not have passwords are imported.
Default Customer Class
Sets the default customer class for all customers to be sent in to Great Plains.
GP State Display
This drop down list determines whether the state will go in as the full state name or
the abbreviation. The two options are "State Name" or "State Abbreviation".
Default Great Plains
Price Level
This field allows you to enter the default Great Plains price level that is used when
the user is not logged in or the user has the "None" price level set. This field should
almost always be filled in unless you are not using price levels. If this field is not
used and the customer does not have a price list set the product's list price will be
used which may not be the desired result.
The next set of options define settings that are specific to the item import.
Item Import Options
126
Setting
Description
Location Code
This field allows you to specify which location code to use when item quantities are
updated. If you wish to import item quantities from a specific location enter it here. If
you wish to get quantities from all locations, leave the field blank.
Default Unit Of Measure
This field allows you to specify the default unit of measure. It is only used if the Unit
of measure for an item could not be found. For sites using only one unit of measure
you can enter it here. For sites that have multiple units of measure but only wish to
use one, the value must be entered here.
The last set of options define settings that are specific to whole features on the shopping cart.
Feature Management
Setting
Description
Nodus Volume Pricing
With this feature you can either enable volume pricing or disable it. It is important to
note that price lists will be used regardless of what this setting is set at. This option
may show the customer what volume discounts you are offering on each product.
Make Unit of Measure
Selectable
This drop down list allows you to specify whether customers will be able to select
the unit of measure they are purchasing with. The values are "Allow Selectable Unit
of Measure" and "Disable Unit of Measure Selection". If you have multiple units of
measure you can enable this setting to give your customers a choice. If you have
multiple units of measure and you do not want to give your customers a choice you
must set the default unit of measure setting above. If you have or plan to use only a
single unit of measure you can disable the selection and specify the default unit of
measure above.
Show credit information
to customer
This check box allows you to turn off the display and lookup of the credit
information. Credit limits and credit amounts will only be displayed to the customer if
this option is checked
Code Layout
Describe layout of source code. There are 3 major layers to the BVC2004 shopping cart. The first layer, the
presentation layer, is part of the BVC2004 site. It consists of all the ASP.NET code behind. Under .NET 1.1, it
compiles into BVC2004.DLL.
The next layer is the business logic layer. It all belongs in the BVSoftware.BVC.Core namespace.
The final layer is the data access layer. It all belongs in the BVSoftware.BVC.DataLayer namespace. This layer
contains static methods that you can call to run the stored procedures.
127
Appendix A – Great Plains Item Import Mapping
GP Object
GP Field
eStore Object
eStore Field
IV00101
ITEMNMBR
Catalog/Product
ID
IV00101
ITMSHNAM
Catalog/Product
ProductName
168
Catalog/Product
ProductTypeID
IV00105
LISTPRCE
2
Catalog/Product
ListPrice
IV00105
LISTPRCE
2
Catalog/Product
SitePrice
Catalog/Product
MetaKeywords
Catalog/Product
MetaDescription
Catalog/Product
MetaTitle
TAXOPTNS
Catalog/Product
TaxExempt
0
Catalog/Product
TaxClass
FALSE
Catalog/Product
NonShipping
FALSE
Catalog/Product
ShipSeparately
ShipFromSite
Catalog/Product
DropShipMode
3
Catalog/Product
ShippingWeight
0
Catalog/Product
ShippingLength
0
Catalog/Product
ShippingLength
0
Catalog/Product
ShippingWidth
0
Catalog/Product
ShippingHeight
ITEMTYPE != 2
Catalog/Product
Status = Active
IV00101
IV00101
IV00101
ITEMSHWT
ITEMTYPE == 2
Status = Disabled
SY01200
INET4
Catalog/Product
ImageFileSmall
SY01200
INET4
Catalog/Product
ImageFileMedium
IV00101
CREATDDT
Catalog/Product
CreationDate
1
Catalog/Product
MinimumQty
-1 (none)
Catalog/Product
ParentID
128
GP Object
IV00102
IV00101
GP Field
eStore Object
eStore Field
IndividualFields
Catalog/Product
VariantDisplayMode
QTYONHND ATYALLOC
Catalog/Product
InventoryAvailableQty
0
Catalog/Product
InventoryLowStockNotice
Available for purchase
Catalog/Product
InventoryStatus
ITEMTYPE == 5
Catalog/Product
InventoryNotAvailableStatus =
Available
ITEMTYPE != 5
InventoryNotAvailableStatus =
BackOrderedDoNotAllowPurchase
Catalog/Product
InventoryNotAvailableMessage
IV00101
ITEMDESC
Catalog/Product
ShortDescription
SY01200
INETINFO
Catalog/Product
LongDescription
0
Catalog/Product
ManufacturerID
0
Catalog/Product
VendorID
1
Catalog/Product
GiftWrapAllowed
PRICMTHD
Catalog/Product
PriceMethod
IV00101
NOTES:
168 is the code for a generic product, it is hard coded in the import routine.
Not all customers use the LISTPRCE as the ListPrice. Some customers have chosen to use a pricelevel's
UOMPRICE (IV00108) as the ListPrice.
For ITEMSHWT the shipping weight is divided by 100 during the import process. A 1 lb. item is stored as 100
in Great Plains.
For QTYONHND - ATYALLOC, by default the import takes the quantities from all locations/sites. Some
customers wish to only import from one location code.
129
Appendix B – Great Plains Customer Import
Mapping
GP Object
GP Field
eStore Object
eStore Field
Customer
CustomerID
UserAccount
GPCustomerID
Customer
Email OR UserID
UserAccount
UserName
Config setting for which field
to use as username
Customer
Password
UserAccount
Password
Default Password from config
used if password is invalid
Customer
Name
UserAccount
FirstName
Name field split into first
name and last name
Customer
Name
UserAccount
LastName
Name field split into first
name and last name
Customer
PriceLevel
UserAccount
GPPriceLevel
Customer
Address/Contact
Contacts.Address
FirstName
Contact split into first name
and last name
Customer
Address/Contact
Contacts.Address
LastName
Contact split into first name
and last name
Contacts.Address
CompanyName
Customer
Address/Address1
Contacts.Address
StreetLine1
Customer
Address/Address2
Contacts.Address
StreetLine2
Customer
Address/City
Contacts.Address
City
Customer
Address/State
Contacts.Address
StateCode
Customer
Address/Zip
Contacts.Address
Zip
Customer
Address/PhoneNumber1
Contacts.Address
PhoneNumber1
Customer
Address/FaxNumber
Contacts.Address
FaxNumber
130
Notes
State needed to be converted
to 2 digit state code
End User License Agreement (EULA)
Important – Read Carefully. This Nodus End-User License Agreement (―Agreement‖) is a legal agreement
between you (on the one hand) and Nodus, Technologies, Inc. (―Nodus‖) and its OEM partner(s). (―OEM‖) (on
the other hand), for the software product identified above (the ―Product‖), which includes computer software
and may include associated media, printed materials, and online or electronic documentation. By installing,
copying, other otherwise using this Product, you agree to be bound by the terms of this Agreement. If you, the
End-User, do not agree to the terms of this Agreement, do not install or use this Product; may, however, return it
to your place of purchase for a refund.
This license is not a sale. Title and copyrights to the Product remain with Nodus and its OEM partner (s).
Unauthorized copying of the data, or failure to comply with the provisions of this License Agreement, will result
in automatic termination of this license and will make available to Nodus and its OEM partner(s), other legal
remedies. IN THE EVENT OF LICENSE TERMINATION, ALL MATERIALS, DATABASES, AND
DOCUMENTATION MUST BE IMMEDIATELY RETURNED TO NODUS TECHNOLOGIES, INC. WITH
THE ADDRESS LISTED AT THE END OF THIS AGREEMENT.
1. End-User represents and warrants that it is authorized and empowered to enter into this Agreement. Nodus
represents and warrants that it is authorized and empowered to grant the rights hereinafter set forth.
2. Nodus and its OEM partner(s) hereby grants End-User a non-exclusive, non-transferable right to use the
Product, subject to the use restrictions and limitations set forth in Section 5 and Section 6 below.
3. Nodus shall provide End-User with one (1) machine-readable copy of the Product.
4. End-User acknowledges that the Product is confidential, proprietary material owned and copyrighted by
Nodus. End-User agrees that Nodus and its OEM partner(s) shall retain exclusive ownership of the Product,
including all literary property rights, patents, copyrights, trademarks, trade secrets, trade names, or service
marks, including goodwill and that Nodus may enforce such rights directly against End-User in the event the
terms of this Agreement are violated.
5. The Product is intended for use solely by End-User for their own internal purposes as an alternative
electronic information source of data. The Product may only be used at the location(s) licensed and paid for by
End-User to the Nodus. End-User agrees not to copy, modify, sub-license, assign, transfer or resell the Product,
in whole or in part. End-User agrees not to translate, reverse engineer, decompile, disassemble, or make any
attempt to discover the source code of the Product (except and only to the extent applicable law prohibits such
restrictions). End-User further agrees not to download/upload the Product, in whole or in part, or to establish a
network, place data on the Internet, or offer a service bureau utilizing the Product. End-User agrees to restrict
access to the Product to designated employees and to use its best efforts to prevent violation of these restrictions
by agents, employees and others, taking such steps and reasonable security precautions as may be necessary.
End-User shall permit Nodus and/or its representative access to its premises during normal business hours to
verify compliance with the provisions of this Agreement.
6. This license authorizes use of the Product at a single location, which shall mean a single location which uses
or accesses the Product either from a computer or terminal on site or through a computer or terminal at a
supporting location.
7. This Agreement shall remain in force as long as the End-User using the Product is paying the periodic
maintenance fee. Failure to pay the periodic maintenance fee shall cause this agreement to expire. Nodus or
End-User may terminate use of the Product and this Agreement by written notice, at least thirty (30) days prior
to the termination. Within thirty (30) days after expiration or notice of termination of the Agreement, End-User
shall return to Nodus, postage prepaid, all copies of the Product. Continued use of the Product or any
information contained therein or supplied under this Agreement after termination, or expiration of this
Agreement is expressly prohibited.
131
8. All UPDATES provided by Nodus and its affiliates shall be considered part of the Product and subject to the
terms and conditions of this Agreement. Additional license terms may accompany UPDATES. By installing,
copying, or otherwise using any UPDATE, End-User agrees to be bound by this Agreement and any terms
accompanying each such UPDATE. If End-User does not agree to the additional license terms accompanying
such UPDATES, do not install, copy, or otherwise use such UPDATES.
9. End-User agrees that Nodus and its affiliates may collect and use technical information End-User provide as
a part of support services related to the Product.
10. End-User acknowledges that the Product is of U.S. origin and agrees to comply with all applicable
international and national laws that apply to the Product, including the U.S. Export Administration Regulations,
as well as end-user, end-use and destination restrictions issued by U.S. and other governments.
11. NODUS REPRESENTS THAT THE PRODUCT DOES NOT VIOLATE OR INFRINGE ANY PATENT,
TRADEMARK, TRADE SECRET, COPYRIGHT, OR SIMILAR RIGHT. IN THE EVENT THE PRODUCT
IS HELD TO INFRINGE THE RIGHTS OF ANY THIRD PARTY, NODUS SHALL HAVE THE OPTION
EITHER TO PROCURE THE RIGHT FOR THE END-USER TO CONTINUE USING THE PRODUCT OR
AT NODUS'S EXPENSE, TO REPLACE OR MODIFY THE PRODUCT SO THAT IT BECOMES NONINFRINGING. NODUS AND ITS OEM PARTNER(S) MAKE NO OTHER WARRANTY, EXPRESS OR
IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE ACCURACY OF THE PRODUCT, THE
MERCHANTABILITY AND FITNESS OF THE PRODUCT FOR A PARTICULAR PURPOSE. FURTHER,
NODUS DOES NOT WARRANT THE COMPATIBILITY OF THE PRODUCT WITH END-USER'S
COMPUTER HARDWARE AND/OR SOFTWARE SYSTEM.
12. End-User's sole and exclusive remedy for any damage or loss in any way connected with the Product
furnished herein, whether by breach of warranty, negligence, or any breach of any other duty, shall be, at Nodus’
option, replacement of the Product or return or credit of an appropriate portion of any payment made by EndUser with respect to such Product. Under no circumstances shall Nodus or its OEM Partner(s) be liable to EndUser or any other person for any indirect, special or consequential damages of any kind, including, without
limitation, damages for loss of goodwill, work stoppage, computer failure or malfunction or any and all other
commercial damages or losses. Additionally, Nodus assumes no liability for damages caused by incorrect parts
usage and has no responsibility to verify that the parts are correct for a customer's vehicle in accordance with the
manufacturers' specifications.
13. Nodus may cancel this license at any time if End-User fails to comply with the terms and conditions of this
Agreement; and Nodus may obtain injunctive relief and may enforce any other rights and remedies to which it
may be entitled in order to protect and preserve its proprietary rights.
14. This Agreement is the complete and exclusive statement of the understanding between the parties, with
respect to the subject matter, superseding all prior agreements, representations, statements and proposals, oral or
written.
15. No term or provision hereof shall be deemed waived and no breach excused, unless such waiver or consent
shall be in writing and signed by the party claimed to have waived or consented. Any consent by any party to, or
waiver of, a breach by the other, whether express or implied, shall not constitute consent to, waiver of, or excuse
for any other different or subsequent breach.
Limitation of Liability
IN NO EVENT WILL NODUS OR ITS OEM PARTNER(S) BE LIABLE FOR ANY DAMAGES,
INCLUDING LOSS OF DATA, LOST PROFITS, COST OF COVER, OR OTHER SPECIAL, INCIDENTAL,
CONSEQUENTIAL, OR INDIRECT DAMAGES ARISING FROM THE USE OF THE PROGRAM OR
ACCOMPANYING DOCUMENTATION, HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY.
THIS LIMITATION WILL APPLY EVEN IF NODUS HAS BEEN ADVISED OF THE POSSIBILITY OF
SUCH DAMAGE. YOU ACKNOWLEDGE THAT THE LICENSE FEE REFLECTS THIS ALLOCATION
OF RISK.
132
General
The laws of the State of California shall govern this Agreement. This Agreement is the entire agreement
between Nodus and End-User concerning the Product and supersedes any other communications or advertising
with respect to the program and accompanying documentation. If any provision of the Agreement is held
invalid, the remainder of the Agreement shall continue in full force and effect. If you have any questions, please
contact in writing:
Nodus Technologies, Inc., 250 West First St.,, Suite 302, Claremont, CA 92401, Tel: (909) 482-4701
133

eStore Solution Stack

Transcription

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