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Using EasyStoreMaker Pro Return to Help menu

Introduction to EasyStoreMaker Pro
Installing EasyStoreMaker Pro on your domain
Using the add products wizard
Manually configuring EasyStoreMaker Pro
Initial setup
How to enter your company info
How to enter the tax information
How to enter shipping prices
Picking payment types
Choosing a gateway
Selecting the currency
Entering information on the Security tab
Uploading images
Adding a product
Editing product information
Setting global product image sizes
Deleting a product
Adding a catalog
Editing catalog information
Deleting catalogs
Viewing your Orders Online
Filling Orders
Deleting Orders
Introduction to registered users
Uninstalling EasyStoreMaker Pro


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.

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Installing EasyStoreMaker Pro on your domain

To install EasyStoreMaker Pro (ESM Pro) on your domain:
  1. Log in to WebsiteOS if you are not already logged in.
  2. Click on the "E-commerce" link, found towards the left of the WebsiteOS screen.
  3. Click on "EasyStoreMaker PRO".
  4. An installation window will appear, asking if you want to install and configure ESM Pro using the Install Wizard, or by manually configuring your EasyStore.
Manual configuration of ESM Pro is only recommended for users who are already familiar with the configuration of ESM Pro, and/or have read through the section titled
Manually configuring EasyStoreMaker Pro and all of its related topics.

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.

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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:
  1. Log in to WebsiteOS if you are not already logged in.
  2. Click on the "E-commerce" link, found towards the left of the WebsiteOS screen.
  3. Click on "EasyStoreMaker PRO".
  4. Click on the "Add Products Wizard" link which appears in the middle of the screen.
When the Add Products Wizard starts, just follow the step-by-step instructions which appear on the screen. If you wish to manually
edit, add or delete products, see the sections for those topics.

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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.

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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:
  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 ten 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, in any order.

The first time you enter your preference information into any screen in EasyStoreMaker Pro:
  • Click "Apply" when you are finished entering in data In a category. This will save your information.
  • Make certain you enter in data for each category (the links at the bottom of the window) in each tab.
  • When you are finished with all categories in a tab, click "Next", which will take you to the next tab in the sequence.
  • The final step gives you the option of entering in your product and catalog information 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 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:
  • Introduction Message: A welcome message which appears on your storefront.
  • Thank You Message: A message which displays at the completion of a customer's order. You may also choose to send this message to customers by email.
  • Maintenance Message: This message will appear, if for any reason your store is temporarily unavailable.
  • Disclaimer Notice: Checking "apply disclaimer" and filling out this text box will create a link in the footer of your store's page, which will link to a pop-up window. This window will display your disclaimer message.
  • Privacy Statement: Similar to the "Disclaimer Notice", except this is used to include a privacy statement, accessible through a link on the footer of your store.
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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.

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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. 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.

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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:
  • A certain number of items (total) are ordered.
  • A certain dollar value is exceeded on an order.
When either of these conditions are met, you can choose to:
  • Award a percent discount.
  • Award a dollar-value discount (e.g. $5.00 off).
  • Offer free shipping.
You may choose to advertise the discount in your store by entering a discount message in this section. To display the message, please be sure to check the box marked "Apply Message".

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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):

Authorize.net Merchant Partners
BluePay Moneris
Cybersource ParaData
Echo PayFlowPro
e-xact Plug'n Pay
iBill QuickCommerce
IntelliPay Skipjack
LinkPoint WorldPay


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

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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:
  • Do business with all countries: Selecting this option allows all countries to place orders.
  • Do business with only the following countries: Selecting this option allows you select which countries specifically you wish to do business with. After choosing this option, select a country form the top list, and click [+] to add the country to the list. To remove a country from the list, select it and click [-].
  • Do business with all but the following countries: Selecting this option allows you select which countries specifically you wish exclude doing business with. After choosing this option, select a country form the top list, and click [+] to add the country to the list. To remove a country from the list, select it and click [-].
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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 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.

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Uploading images

To upload your own images, follow the Using the upload function page of the Managing your website section of the Help files.
  • The target directory for your image should be set to /public/storemaker/images
  • The image format can be any image that can be viewed in a web browser (gif, jpg, png, etc.)
You may upload your store logo, product and catalog images to the location shown above.

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.

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Adding a product

To add a product to EasyStore Pro:

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Editing product information

To edit a product in EasyStoreMaker Pro:
  • Select the "Products" tab.
  • A list of your current products will be displayed.
  • Select the product you wish to edit from the list, and click the "Edit" button.
  • You may then go through all of the subcategories listed in the section titled Adding a product, and modify the information as you see fit.
    1. The "Attributes" category allows you to enter in the product name, description, price, weight, and if you wish, you may also designate a maximum quantity per order. If you wish to remove a quantity restriction, you must make this field blank. You may also mark items as Sold out, Backordered, Discontinued, On Sale and New. If you wish to mark an item, remember to make sure "Apply Mark As" is checked.
      Note: When entering in product descriptions, only the first 256 characters of the description will be displayed in catalog listings. When an item is clicked on, the item description will be displayed in full.
    2. The "Prompts" category allows you to enter in up to two kinds of choices your customers can select (e.g. size and color), please note that your choice values (e.g. small, medium, large), should be separated by commas without spaces, and are displayed in the order they are entered. To enable a product prompt, make sure "Apply Prompt" has been checked for each prompt you wish to display.
    3. The "Images" category Allows you to enter in the location of thumbnail and full-size images you wish to use for the item you are editing. You may either enter in a relative path or full URL to the image you wish to use, e.g.:
      1. Relative paths are entered as "/storemaker/images/<filename>
      2. Full URLs are entered as "http://<domain name>/<directory path>/<filename>"
      3. In either case, the /public/ directory should not be entered as part of the path.
      Note: thumbnail images are scaled to 60 x 60 pixels, and full-size images are scaled to 200 x 200 pixels.
    4. The "Discounts" category allows you to set a discount for the specific item you are editing. Discounts are triggered by ordering more than the quantity listed in the "Orders exceeding" field. You can chose to have the discount be a percentage, or a specific dollar-value discount. You may also advertise the discount by entering in a discount message. Please note, to make the discount available to customers, the "Apply discount" checkbox must be selected. Also, to display the discount message, the "Apply Message" checkbox must be selected.
    5. The "Catalogs" category allows you to select which catalog(s) the item will be displayed in. Your item must be registered with at least one catalog for your item to be available to customers.
      1. To add your item to a catalog, select a catalog from the :Available catalogs" list, and click [+].
      2. To remove your item from a catalog, select a catalog form the list if catalogs the item is displayed in, and click [-].
    6. The "Stock" category allows you to track how much of the item you still have in stock. To track the stock of an item, you must select "Apply stock counter", enter in your initial stock quantity in the field provided, and click [+]. You can manually readjust this value by entering in a number and clicking [+] or [-]. If you wish to receive a warning by email when your stock is getting low, enter in a number under "stock warning level". When your stock is reduced to this level, you will receive a warning. The email will be sent to the same address as order notifications are sent.
  • Click "OK" to return to the main "Products" tab. You will see a list of your current products listed. If you wish, on this page you may view a list of products which appear in specific categories.
  • If you have more products to edit, select another product, click on "Edit" and repeat the above process.
Note: Make sure you click "Apply" before moving to the next subcategory, or your settings will not be saved.

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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.

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Deleting a product

To delete a product in EasyStoreMaker Pro:
  • Select the "Products" tab.
  • A list of your current products will be displayed.
  • Select the product you wish to delete from the list, and click the "Delete" button.
  • Your product has now been deleted.
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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:
  • Select the "Catalogs" tab and click on "Add".
  • A list of the current catalogs should come up. If you haven't made any catalogs before, this list will be empty. Click on "Add" to create a new catalog. If you have a special catalog which you do not wish to display all the time, you can check the box marked "hide from view", and that catalog will not be displayed in your store.
  • In the "Attributes" category, enter the catalog name, description (if you wish) and the sorting options. The sorting options allow you to indicate how you want the items in that catalog to be displayed. A second setting allows you to indicate how to sort specially-marked items (e.g. on sale, sold out, etc). If you have an image on your computer which you wish to use for your product, 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.
  • Click "OK" to return to the main "Catalogs" tab. You will see a list of your current catalogs listed.
  • If you have more catalogs to add, click on "Add" and repeat the above process.
Note: Make sure you click "Apply" before moving to the next subcategory, or your settings will not be saved.

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Editing catalog information

To edit a product in EasyStoreMaker Pro:
  • Select the "Catalogs" tab.
  • A list of your current catalogs will be displayed.
  • Select the catalog you wish to edit from the list, and click the "Edit" button.
  • You may then go through all of the categories listed in the section titled Adding a catalog, and modify the information as you see fit.
  • Click "OK" to return to the main "Catalogs" tab. You will see a list of your current catalogs listed.
  • If you have more catalogs to edit, select another product and click on "Edit" and repeat the above process.
Note: Make sure you click "Apply" before moving to the next category, or your settings will not be saved.

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Deleting catalogs

To delete a product in EasyStoreMaker Pro:
  • Select the "Catalogs" tab.
  • A list of your current products will be displayed.
  • Select the catalog you wish to delete from the list, and click the "Delete" button.
  • Your catalog has now been deleted.
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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.

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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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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.

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Uninstalling EasyStoreMaker Pro

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

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