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Introduction to EasyStoreMaker Pro EasyStoreMaker Pro gives you the opportunity to set up a full-featured 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 payment information). Enter your products, organize them in categories, set the prices and the tax calculator; you can even select the currency your store will use. All this, and more. Top of Page Installing EasyStoreMaker Pro on your domain To install EasyStoreMaker Pro (ESM Pro) on your domain:
If you run the installation wizard (recommended), you will be guided through the essential steps of setting up your storefront. At each step, detailed information is provided explaining what type of information is expected every step of the way. You will also be asked questions concerning optional features of your store. If you are uncertain if you want to use a particular feature, you can skip configuring that feature and configure it later; see Manually configuring EasyStoreMaker Pro and its related topics. When you have finished configuring your store with the installation wizard, you will be asked if you want to create products for your store to sell. If you select "Yes", then you will be given the option of running the Add Products Wizard. If you choose not to add products at this time, you will always have the option of using the Add Products Wizard at a later date. Top of Page Using the Add Products Wizard The Add Products Wizard can be run at any time. If you are installing EasyStoreMaker Pro (ESM Pro) for the first time, you will be given the option of running the Add Products Wizard after configuring your store with the install wizard. If you are not installing EasyStoreMaker Pro (ESM Pro) for the first time, or you chose to manually install ESM Pro, you can access the Add Products Wizard using the following method:
Top of Page Manually configuring EasyStoreMaker Pro To access EasyStoreMaker Pro, select "E-commerce" from the main menu, and select "EasyStoreMaker Pro". To accommodate the large amount of new features available in EasyStoreMaker Pro, the store's preference interface is split up into 3 sections: Tab, User Data and Category. A labeled illustration, with explanations, follows: 
1 (Tab): The topmost section of the preferences window has labeled tabs. Clicking on a tab opens a window, with information related to the tab name. In the example above, the "Tax Table" tab is currently selected. If you have made changes to a tab, and want to save the data you have entered, you must click "Apply" before moving on to another tab. 2 (User Data): The middle section of the page is where the user's preferences are displayed for a particular subject. 3 (Category): Because of the large amount of configurable data under certain tabs, some of them have been subdivided into categories. In the example above, the "State" category is displayed. Each category contains a related set of data which is relevant to the selected tab. When you move between different categories, you are just viewing different sets of data for the same tab. If you have made changes to a category, and want to save the data you have entered, you must click "Apply" before moving on to the next category. Top of Page Initial setup After installing, you can either enter your store information, or exit the application. If you wish to have your store as a stand-alone web page, the URL of the store can be found by using the following method:
The first time you enter your preference information into any screen in EasyStoreMaker Pro:
How to enter your company info The information entered into the "Company" tab will appear on your EasyStore Pro 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/Province and Country fields. These are required to help calculate the tax on your customer's orders. If you enter in your company's email address, and hide your company footer, the email address will still be displayed. In the "Header" category, you may enter your store name and select the filename or URL of your company logo. For information on uploading images, see the section titled Uploading Images. In the "Messages" category, you may enter the following message types:
How to enter the tax information The "Tax Table" tab is where you enter the tax values to be applied to your customer's orders. You can enter the amount of tax, as well as the name of the tax being applied. There are two subcategories of tax: "State" and "Federal". In the "Federal" section, you get to chose if your state tax is added to federal taxes before being applied, or if it is applied after federal taxes have been applied. You can also choose not to charge any taxes if you wish. This is where the "State/Prov." and "Country" information come into play. EasyStore Pro calculates the amount of tax that is charged per order based on the buyer's place of residence. Top of Page How to enter shipping prices The "Shipping" tab allows you to enter shipping fees, which will be applied to all orders. Shipping and handling orders can be based on quantity or weight. If you chose to base it on weight, then you must enter in a weight for all of your store's items. The "Additional charges" category allows you to indicate additional flat-rates for shipping out of state or province, as well as shipping internationally. The "Instructions" category allows you to enter in a message explaining to customers what your prices are for shipping and handling. Top of Page Picking payment types The "Payment Types" tab will allow you to select which credit cards to accept. EasyStoreMaker Pro accepts credit cards, checks/money orders and C.O.D. as a method of payment. Check the box next to the payment types you wish to accept. If you select "Credit Card" as a method of payment, you must select which cards you are willing to accept payment from. The "Discount" category allows you to set global conditions under which discounts will be applied to orders. You can set the discount to occur when:
Top of Page Choosing a gateway EasyStoreMaker Pro allows you to process credit card orders in real time. You will need to supply your Payment Gateway and Online Merchant Account information into the application so that it knows where to send submitted orders, but once that is done, then your Online Merchant Account will collect funds for your orders without you having to do any manual processing. To find out more about a payment product bundle that includes both a Payment Gateway and Online Merchant Account, we suggest that you look at Go eMerchant. See Payment Product Bundle. The "Payment Gateway" tab allows you to enable automated credit card billing, and to select the payment gateway you want to use. Please note that you must have already set up an account with the payment gateway you select before you can use this option. The "Payment Gateway" category allows you to select what gateway you wish to use to process credit card orders. You only need to supply settings in this category if you are accepting credit card orders and you wish to automatically charge the credit cards. EasyStoreMaker PRO currently supports (in alphabetical order):
You must enter in your merchant account information in the "Details" category. The type of information you must enter varies with the gateway you have chosen; however, usually at the very least you will be expected to enter in your merchant account username and password. You only need to supply settings in this category if you have elected to configure a merchant gateway. For more information on the payment gateways available for use in EasyStoreMaker Pro, please use the following links: Authorize.net http://www.authorizenet.com/solutions/ BluePay http://www.bluepay.com CyberSource http://www.cybersource.com/products_and_services/electronic_payments/credit_card_processing/ Echo http://www.echoinc.com/credit_card_processing.html e-xact http://www.e-xact.com iBill http://www.ibill.com/services/ibillprocessingplus/pplusgateway.cfm Intellipay http://www.intellipay.com/Products/index.htm#ExpertLink LinkPoint http://www.cardservice.com/Products/default.aspx MerchantPartners http://www.merchantpartners.com/main.php3?primNavIndex=1&mainURL=%2Fcontentbuilder%2Flayout.php3%3FcontentPath%3Dcontent%2F00%2F01%2F29%2F28%2F83%2Fuserdirectory112.content Moneris http://www.moneris.com/eselectplus/index.html ParaData http://www.paradata.com PayFlow PRO http://www.verisign.com/products/payflow/pro/index.html Plug'n Pay http://www.plugnpay.com QuickCommerce http://www.ecenow.com SkipJack http://www.skipjack.com WorldPay http://www.worldpay.com Top of Page Selecting the currency Under the "Currency" tab, EasyStoreMaker Pro allows you to choose the currency you want to use. 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. Also in this window, there is a checkbox for using a gateway to perform online credit card authentication and billing. If you wish to perform online billing through a payment gateway, you must first obtain an account with that gateway. The "countries" category allows you to limit which countries you do business with. This is useful if, for example, you are based in North America and wish to do business only with the United States and Canada. You may configure this in one of three ways:
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 email 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 placed. 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 important 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. The "secure socket layer" category shows you what url will be used to securely process orders for your store. Top of Page Uploading images To upload your own images, follow the Using the upload function page of the Managing your website section of the Help files.
If you are running the Add Product or Install Wizard and have an image on your computer which you wish to use for your product, when you get to the section of the wizard which asks you to type in the URL or relative path for your image, simply click on the "Browse…" button at the bottom of your screen. A dialogue window will open, allowing you to locate and select the image you want to use. Then click the "upload" button and your image will be uploaded to your /public/storemaker/images/ directory. Please note, you will still have to manually enter the URL or relative path to your image. The "browse" and "upload" buttons are convenient methods of uploading images for your store's use. Top of Page Adding a product To add a product to EasyStore Pro:
Editing product information To edit a product in EasyStoreMaker Pro:
Top of Page Setting global product image sizes By default, the image sizes are set to 60x60 pixels for thumbnails, and 200x200 pixels for full-size images. You can change these default settings as desired; however, the settings you use will apply globally to all product images. You cannot set different image sizes for each product in your store. To change the default image sizes, edit your store manually and select the "Products" tab. Click on the category marked "Global Settings". In this section, you can define the height and width in pixels of your thumbnail and full-size product images. Whatever you set your image dimensions to, all images you use for products will be rescaled to these dimensions. E.g., if you set your thumbnail image size to 100x100 pixels, and use an image which is 105x123 pixels, it will be resized to 100x100 pixels. Top of Page Deleting a product To delete a product in EasyStoreMaker Pro:
Adding a catalog If you have many items available for purchase at your store, an easy way to categorize your items is by using the catalog feature in EasyStoreMaker Pro. Catalogs will increase the ease with which customers will be able to locate the item(s) they are looking for. To add a catalog to EasyStore Pro:
Top of Page Editing catalog information To edit a product in EasyStoreMaker Pro:
Top of Page Deleting catalogs To delete a product in EasyStoreMaker Pro:
Viewing your orders online EasyStoreMaker Pro 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 Pro 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 EasyStore Pro'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. Top of Page 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. Top of Page Deleting orders To delete an order from either the Open or Filled Order list:
Introduction to registered users Customers who become a "registered user" will have a permanent record of their name and mailing address on file. This will allow returning customers to checkout with their items more rapidly than a non-registered user. Registered users also have their previous shopping cart contents saved. This is especially useful to customers who need to make the same order on a regular basis. You can see a list of your registered users under the "Customers" tab in EasyStoreMaker Pro's preferences. Top of Page Uninstalling EasyStoreMaker Pro To uninstall the EasyStoreMaker Pro from your domain:
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