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Using EasyStoreMaker Return to Help menu

Introduction to EasyStoreMaker
Installing EasyStoreMaker on your domain
Initial setup
How to enter your company info
How to enter the tax information
How to enter shipping prices
Picking payment types
Selecting the currency
Entering information on the Security tab
Adding a product
Entering product images
Editing product information
Deleting a product
Viewing your Orders Online
Filling Orders
Deleting Orders
Uninstalling EasyStoreMaker


Introduction to EasyStoreMaker

EasyStoreMaker gives you the opportunity to set up a simple store on your website. Orders placed there can be viewed securely online, giving you all the information you need to keep things organized (e.g. name, shipping address, products ordered, total price and credit card number). Enter your products, set the prices and the tax calculator; you can even select the currency your store will use. All this and more in an easy-to-use interface.

To access the EasyStoreMaker, select "E-commerce" from the main menu, and select "EasyStoreMaker".

This function allows you to configure a basic e-commerce store for use on your website.

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Installing EasyStoreMaker on your domain

To install the EasyStoreMaker on your domain:
  • Open the EasyStoreMaker application from the "E-commerce" menu.
  • Make sure that the radio button beside "To install EasyStoreMaker click the Next button" is selected (as this is the only option, it should already be selected).
  • Click the "Next" button. You are now taken into the Initial setup screen for your store.
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Initial setup

The EasyStoreMaker was created with your ease in mind; in about five minutes you can have everything set up. After installing, you can either enter your store information, or exit the application. If you wish to have your store be a stand-alone web page, the URL of the store can be found by using the following method:
  1. Click on the link labeled "Click Here to access your Store".
  2. Highlight and copy the URL listed in the window which pops up.
After reading the license agreement, clicking "Next" will take you to the main configuration page. Here you will see seven tabs, listing different aspects of your store. For the initial set up, you can only enter information into the tabs in a preset order; once set up, you will be able to click on any tabs you wish and in any order.

The first time you enter your information into EasyStoreMaker, click "Apply". This will save the information and then take you to the next tab in the sequence. The final step has a "Next" button, as you can decide to enter your products now or later. Selecting "Later" will take you back to the main page. Selecting "Now" brings you to the "Products" tab, where you can enter all of your product information.

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How to enter your company info

The information entered into the "Company" tab will appear on your EasyStore web pages. If you do not wish to have this information displayed, make sure the "Hide Footer" box is checked. The only mandatory fields are the State/Prov. and Country fields. These are required to help calculate the tax on your customer's orders.

The "Introduction Message" is displayed on the main page of your EasyStore. The "Thank You Message" is displayed after your customer has finished ordering. They are then sent to the "Completion URL". This can be any webpage you wish. The "Maintenance Message" is what will display if for any reason your store becomes temporarily inaccessible.

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How to enter the tax information

The "Tax Table" tab is where you enter the tax values to be charged to your customer's orders. You can enter the amount of tax as well as the name of the tax being applied. You can also choose not to charge any tax if you wish.

This is where the "State/Prov." and "Country" information come into play. EasyStore calculates the amount of tax that is charged per order based on the buyer's place of residence. If you are charging tax for residents of certain states or provinces, this will ensure that you don't miss anyone.

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How to enter shipping prices

The "Shipping" tab allows you to enter shipping fees, which will be applied to all orders. By default you must enter a value, but if you do not wish to charge shipping, enter "0" (zero). You can select to apply additional fees to "International Orders" and/or "Out of State/Province" if you wish. Simply check the box and enter a value in the appropriate field.

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Picking payment types

The "Payment Types" tab will allow you to select which credit cards to accept. The EasyStoreMaker only accepts credit cards as a method of payment. Check the box next to the card(s) you wish to accept.

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Selecting the currency

EasyStoreMaker allows you to choose what currency in which to list your products. Select the one you want from the drop-down menu. If you select any dollar currency, you have the option of having the "$" appear next to the amount. By default this option is selected, so if you have chosen a non-dollar currency, be sure to uncheck this box.

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Entering information on the Security tab

The following fields are displayed under the security tab:

Order Notification: check this box if you wish to receive emails indicating that orders have been placed. Please note that the order notifications do not contain actual order information, just a notice that an order has been made.

Notification Email Address: this is a field for the email address which will receive order notifications. This email address will also be used to send you your password if you have forgotten it. It is mandatory that you enter in a valid email address in this field.

Order Processing Username: this is the username you would use to log in and pick up your orders online. It is the same as the domain name of your website.

Order Processing Password/Confirm: when changing the password or entering in a password for the first time, both of these fields must be filled. If what was entered in each field is not identical, the new password will be rejected. For increased security, the password is never shown as clear text.

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Adding a product

To add a product to your EasyStore:
  • Select the "Products" tab and click on "Add".
  • Enter the product name, description (if you wish) and the price.
  • If you wish to load a product image, do so on this page. You can enter either the image file name (which must be loaded into your public/storemaker/images directory), or a complete URL to the online image.
  • Click "Apply" and your product is saved to the list.
  • Click "Back" to return to the main "Products" tab. You will see a list of your current products listed.
  • If you have more products to add, click on "Add" and repeat the above process.
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Entering product images

On the "Product" tab you can enter a product image to showcase it.

You can enter either the image file name or a complete URL of an online image in the "Product image" field on the Product tab.
  • To upload your own image, follow the "Using the upload function" page of the "Managing your website" section of the Help files.
  • The target directory for your image is ../public/storemaker/images
  • The image can be any image format (gif, jpg, bmp, etc.)
  • To use a current online image, enter the complete URL of the image.
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Editing product information

To edit a product in EasyStoreMaker:
  • Select the "Products" tab.
  • A list of your current products will be displayed.
  • Select the product you wish to edit by clicking the radio button next to it, and click the "Edit" button.
  • If you do not wish to make changes, simply click the "Back" button to return to the first "Products" tab screen.
  • If you wish to remove a product from your store, click the radio button next to "Hide from View". Your product will no longer appear on your store's webpages, but it still appears in EasyStoreMaker.
  • If a product is sold out, you can check this radio button and "Sold Out" will appear next to your product on your store's webpage.
  • Make any changes and click "Apply".
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Deleting a product

To delete a product in EasyStoreMaker:
  • Select the "Products" tab.
  • A list of your current products will be displayed.
  • Select the product you wish to delete by clicking the radio button next to it, and click the "Delete" button.
  • Your product has now been deleted.
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Viewing your Orders Online

EasyStoreMaker allows you to view your orders online securely and safely. The web pages are secure, and the actual file which holds the order information is encrypted. All of this is handled through an interface which is fast and easy to use.

To view and manage your orders online, either follow the URL provided in your notification email, or log into WebsiteOS, open EasyStoreMaker and click on "Click Here to access your orders". You will be taken to a log in screen, where you must enter your Login Name, which is the domain your store is on, and your password, which you created under the "Security" tab when you set up the store.

If you have forgotten your password, click on the link on the log in screen titled "Forgot your password?" and your password will be emailed to the notification email address you entered in the store settings under the "Security" tab. This feature is particularly useful if the person who receives notifications and manages the orders is different from the person who has access to the EasyStore's settings.

After logging in, you will be taken to a page which summarizes all unfilled orders. You can select how to sort the list. Clicking "Received Date" will sort them by date received. Clicking on this heading again will toggle the list between ascending and descending order. Similarly, you can also click "Card Type".

If you click on any of the links listed under "Details", the full information for an order will be displayed. Clicking "Print" on this page will print the order details currently being displayed.

To switch between "Open" and "Filled" orders, click on "Filled Orders". The filled orders list is virtually identical in layout to the Open Orders list, with the exception that only the first and last four digits of credit card numbers are visible. To switch back to the Open Orders list, click the "Open Orders" button.

The "Print" button will print up the current order summary page.

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Filling Orders

After you have taken whatever steps are necessary to fill a particular order, in the message details for that order, click on "Order Filled". By default, the current date is used. Before you mark the order as filled, you can edit this date in the field beside the "Order Filled" button.

Once you have flagged an order as filled, it is no longer in the Open Order list; it will now only be viewable in the Filled Order list. Only the first and last four digits in a credit card are displayed for a filled order. Once an order has been marked as filled, there is no way to recover this credit card information.

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Deleting Orders

To delete an order from either the Open or Filled Order list:
  1. Go to the list from which you want to delete orders.
  2. Click on the checkboxes in the right-hand column beside any of the orders you want to delete.
  3. Click on the "Delete Selected" button, located in the bottom-right corner of the screen.
  4. A confirmation box will come up. Click "yes".
  5. The list will refresh; the items flagged for deletion will be gone, and there will be a message at the top of the screen stating which orders were successfully deleted.
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Uninstalling EasyStoreMaker

To uninstall the EasyStoreMaker from your domain:
  • Open the EasyStoreMaker application from the "E-commerce" menu.
  • Select the radio button next to "Uninstall EasyStoreMaker. (Everything is permanently deleted)" and click "Next".
  • EasyStoreMaker has now been uninstalled.
Please note that uninstalling your EasyStore permanently deletes all related records from your domain. If you reinstall your EasyStore at a later date, all the information you entered during your previous installation will have to be re-entered.

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