INTERSPIRESHOPPINGCART

InterspirePty.Ltd. UsersGuide
Edition1.0 December2008

AboutThisUsersGuide
HowtoUseThisUsersGuide
ThisusersguidedescribesInterspireShoppingCartsGraphicalUserInterface(GUI).It showsyouhowtouseeachscreenintheGUI. UsetheIntroductiontogetabasicoverviewofInterspireShoppingCart.Seepage31. UsetheGettingStartedchaptertostartsettingupandusingyourstorerightaway.See page37. UsetheTableofContents(page5),ListofFigures(page15)andListofTables(page25) tofindinformationaboutaparticularscreenintheGUI. UsetheIndextofindinformationonaspecifickeyword.Seepage395. UsetheTroubleshootingchaptertodiagnoseandsolvespecificproblems.Seepage391. UsetherestoftheusersguidetoseeindepthdescriptionsofInterspireShoppingCarts features.

CustomerSupport
IfyouhaveaproblemwithInterspireShoppingCartthatisnotcoveredinthisusersguide ortheonlineknowledgebase(clicktheHelplinkinthetoolbar),pleaselogintoInterspires clientarea(usingthelogindetailsgiventoyoubyInterspire)andsubmitasupportticket: https://www.interspire.com/clientarea/
Figure 1 InterspireClientAreaLogin

ABOUTTHISUSERSGUIDE

WrittenbyRickCarlile. Copyright 2008InterspirePty.Ltd.(ACN107422631);www.interspire.com. Allrightsreserved.Alltrademarksandregisteredtrademarksusedarethepropertiesof theirrespectiveowners. DISCLAIMER:Theinformationinthisusersguideisaccurateatthetimeofwriting.This usersguideisprovidedasiswithoutexpressorimpliedwarrantyofanykind.Neither InterspirePty.Ltd.noritsagentsassumeanyliabilityforinaccuraciesinthisusersguide,or lossesincurredbyuseormisuseoftheinformationinthisusersguide.

TableofContents
AboutThisUsersGuide.................................................................... 3
HowtoUseThisUsersGuide ............................................................................ 3 CustomerSupport............................................................................................. 3

TableofContents............................................................................. 5 ListofFigures ................................................................................ 15 ListofTables ................................................................................. 25

I:Introduction......................................................... 29
Introduction .................................................................................. 31
WelcometoInterspireShoppingCart.............................................................. 31 InterspireShoppingCartOverview.................................................................. 31
Customers ............................................................................................................33 CustomerGroups............................................................................................33 Orders...................................................................................................................33 ShipmentsandReturns...................................................................................33 Products ...............................................................................................................34 Brands ............................................................................................................34 Categories ......................................................................................................34 Variations .......................................................................................................34 ProductReviews .............................................................................................34 InventoryTracking..........................................................................................34 YourStoresWebsite ............................................................................................35 StoreDesign ...................................................................................................35 WebPages......................................................................................................35 NewsItems,etc. .............................................................................................35 Promotions.....................................................................................................35 StoreSettings .......................................................................................................35 PaymentMethods ..........................................................................................36 Backups ................................................................................................................36

GettingStarted...............................................................................37

TABLEOFCONTENTS

LoggingIntoInterspireShoppingCart .............................................39 TheInterspireShoppingCartInterface .............................................41

TheInterspireShoppingCartInterfaceataGlance ......................................... 41
Tooltips ................................................................................................................ 41 SortingLists .........................................................................................................42 NavigatingLists....................................................................................................42 RequiredFields.....................................................................................................42 ConfirmationNotices ........................................................................................... 43

TheToolbar .................................................................................................... 43 TheNavigationBar ......................................................................................... 44

TheHomeScreen ...........................................................................47
UsingtheHomeScreen ...................................................................................47

UsingViews................................................................................... 49
CreatingaNewView....................................................................................... 49

II:DesigningYourStore .......................................... 51
StoreDesign...................................................................................53
StoreDesignOverview ....................................................................................53 SelectingaStoreDesign ..................................................................................53 EditingaStoreDesign .................................................................................... 55 OrderingaCustomStoreDesign..................................................................... 56 DownloadingNewStoreDesigns.....................................................................57 ConfiguringYourLogo.....................................................................................57 DownloadingNewLogos ................................................................................ 59 ActivatingorDeactivatingDesignMode ......................................................... 60 DesigningEmails ............................................................................................ 60

UsingDesignMode .........................................................................63
IdentifyingaPageElement ............................................................................. 64 SavingChangesandExitingDesignMode....................................................... 65 EditingYourStoresLayout ............................................................................ 65 EditingYourStoresText ................................................................................ 66

TABLEOFCONTENTS EditingYourStoresHTML .............................................................................. 67

UsingtheStoreEditor .................................................................... 69
StoreEditorOverview .....................................................................................69 Tools ............................................................................................................... 70 SupportingFiles .............................................................................................. 70 TemplateFiles................................................................................................. 71 Code ............................................................................................................... 71

TheHTMLEditor.............................................................................73
UsingtheHTMLEditor .................................................................................... 73
HTMLEditorOverview.......................................................................................... 73 UsingDesignTools ...............................................................................................74 AddingaLinktoYourStore ............................................................................78 CreatingandEditingHyperlinks..................................................................... 82 UploadingFilestotheInterspireShoppingCartServer .................................. 84 CreatingandEditingEmailLinks ....................................................................85 InsertingandEditingImages.......................................................................... 86 InsertingandEditingFlashAnimations .......................................................... 90 InsertingandEditingOtherMedia ................................................................. 94 CreatingandEditingTables ........................................................................... 96 InsertingandEditingForms ..........................................................................100 UsingtheEditingWindow................................................................................... 107 ComposingandEditingText ......................................................................... 107 ManipulatingImages,FlashandOtherMedia ............................................... 107 ManipulatingTables .....................................................................................109 ComposingandEditingHTML ...................................................................... 110 PreviewingYourHTMLDocument................................................................ 110 UsingTabs .......................................................................................................... 111 SimpleandCompleteModes ........................................................................ 111

III:ManagingYourStore........................................ 113
CreatingandManagingUserAccounts............................................115
UserAccountOverview ................................................................................. 115
UserPrivileges .................................................................................................... 115

ManagingUserAccounts............................................................................... 115
CreatingandEditingUserAccounts .................................................................... 115 ConfiguringUserAccountSettings ..................................................................... 116

TABLEOFCONTENTS
DeletingUserAccounts ...................................................................................... 121

Orders.......................................................................................... 123
OrdersOverview............................................................................................123
Shipments .......................................................................................................... 124 TrackingNumbers .............................................................................................. 124

ViewingandManagingOrders .......................................................................125
ViewingandSendingOrderMessages................................................................ 129 SendingaMessage....................................................................................... 130 PrintingInvoices ..................................................................................................131 PrintingPackingSlips ..........................................................................................131 ViewingNotes .................................................................................................... 132 CreatingaShipment............................................................................................133 ExportingOrders ................................................................................................ 134

AddingandEditingOrders.............................................................................135
AddinganOrderFromaNewCustomer ............................................................. 135 AddinganOrderFromanExistingCustomer ...................................................... 142 AddinganOrderFromanAnonymousCustomer ............................................... 143

SearchingOrders ...........................................................................................145
QuickOrderSearch ............................................................................................ 145 AdvancedOrderSearch...................................................................................... 145

ViewingShipments ........................................................................................147
SearchingShipments.......................................................................................... 148 QuickShipmentSearch................................................................................ 149 AdvancedShipmentSearch ......................................................................... 149 ExportingShipments .......................................................................................... 151

ViewingandManagingReturnRequests ........................................................152
SearchingReturnRequests................................................................................. 153 QuickReturnRequestSearch ....................................................................... 154 AdvancedReturnRequestSearch................................................................. 154

ImportingTrackingNumbers .........................................................................155

Customers.................................................................................... 161
CustomersOverview......................................................................................161
CustomerGroups ............................................................................................... 162

ViewingandManagingCustomers.................................................................163
ExportingCustomersDetails ............................................................................. 166 ViewingNotes .................................................................................................... 167

AddingandEditingCustomers...................................................................... 168
CustomerDetails................................................................................................ 168 CustomerAddressBook ..................................................................................... 169 AddinganAddress ....................................................................................... 170

TABLEOFCONTENTS ViewingandManagingCustomerGroups...................................................... 172 CreatingCustomerGroups ............................................................................ 172 SearchingCustomerRecords .........................................................................175

QuickCustomerSearch....................................................................................... 175 AdvancedCustomerSearch ................................................................................ 176

ImportingCustomers .....................................................................................177

Products.......................................................................................183
ProductsOverview ........................................................................................ 183
ProductTypes.....................................................................................................184 ProductVariations ..............................................................................................184 ProductCategories .............................................................................................185 ProductBrands ...................................................................................................185 InventoryManagement.......................................................................................185 ProductReviews .................................................................................................185

ViewingandManagingProducts ................................................................... 186

ExportingProductsDetails.................................................................................188 BulkEditingProducts..........................................................................................189

AddingandEditingProducts ......................................................................... 191

TabsOverview ....................................................................................................192 ProductDetails ...................................................................................................193 ProductFiles .......................................................................................................196 RelatedProducts.................................................................................................198 InventoryTracking ..............................................................................................199 ProductVariations ..............................................................................................199 CustomandConfigurableFields..........................................................................201 CustomandConfigurableFieldsExample .......................................................... 202 OtherDetails ......................................................................................................203 CustomProductTemplates ......................................................................... 206 DiscountRules ....................................................................................................207

ViewingandManagingProductCategories ...................................................208 AddingandEditingProductCategories.........................................................209

CustomCategoryTemplates............................................................................... 211

ViewingandManagingProductVariations .................................................... 212 AddingandEditingProductVariations .......................................................... 213 SearchingProductDetails ............................................................................. 214

QuickProductSearch .........................................................................................215 AdvancedProductSearch ...................................................................................215

ImportingProductsDetails ........................................................................... 217 ViewingandApprovingProductReviews ......................................................222 EditingProductReviews................................................................................ 223 ViewingandManagingProductBrands .........................................................224

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TABLEOFCONTENTS
AddingNewProductBrands...............................................................................224 EditingProductBrands....................................................................................... 225

WebsiteContent........................................................................... 227
WebsiteContentOverview ............................................................................227 ViewingandManagingNewsItems .............................................................. 228 CreatingandEditingNewsItems .................................................................. 229 ViewingandManagingWebPages ............................................................... 230 CreatingandEditingWebPages ....................................................................231
NormalWebPage .............................................................................................. 231 WebsiteLinkPage.............................................................................................. 233 SyndicatedContentPage ................................................................................... 234 ContactFormPage............................................................................................. 235 CustomPageTemplates..................................................................................... 237

Promotions .................................................................................. 239

PromotionsOverview ................................................................................... 239
Banners .............................................................................................................. 239 Coupons .............................................................................................................240 GiftCertificates .................................................................................................. 241 EmailNewsletterSupport................................................................................... 241 GoogleProducts................................................................................................. 242 GoogleAdWords ................................................................................................242

ViewingandManagingBanners .................................................................... 243 CreatingandEditingBanners........................................................................ 244 ViewingandManagingCouponCodes .......................................................... 245 CreatingandEditingCouponCodes...............................................................247 ViewingandManagingGiftCertificates ........................................................ 249
SearchingGiftCertificates.................................................................................. 251 AdvancedGiftCertificateSearch.................................................................. 251

ExportingEmailSubscriberDetails ................................................................253 ExportingaGoogleProductsFeed ................................................................ 254 CreatingandExportingGoogleAdWords.......................................................255

Statistics...................................................................................... 259
StatisticsOverview ....................................................................................... 259
DefiningaDateRange........................................................................................260 UsingStatisticalGraphs......................................................................................260 GraphLabels ................................................................................................260 UsingStatisticalPieCharts ................................................................................. 261 DeletingStatistics ..............................................................................................262

TABLEOFCONTENTS ViewingGeneralStoreStatistics ...................................................................262

StoreSnapshot .................................................................................................. 262 Top20Customers ...............................................................................................263 BestSellingProducts ......................................................................................... 264 OrderLocations ..................................................................................................265

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ViewingOrderStatistics ................................................................................ 267

OrdersOverview .................................................................................................267 OrdersByItemsSold ......................................................................................... 269 OrdersByRevenue .............................................................................................270

ViewingProductStatistics............................................................................. 270
ProductsOverview.............................................................................................. 271 PopularProducts ................................................................................................272 InventoryReport................................................................................................. 273

ViewingCustomerStatistics.......................................................................... 274
CustomersByDate .............................................................................................274 RevenuePerCustomer........................................................................................276

ViewingSearchStatistics ...............................................................................277
Overview ............................................................................................................ 277 KeywordsWithResults .......................................................................................278 KeywordsWithoutResults ..................................................................................278 BestPerformingKeywords .................................................................................278 WorstPerformingKeywords ...............................................................................279 SearchTermCorrections.....................................................................................279

Addons.........................................................................................281
AddonsOverview .......................................................................................... 281 ViewingAddons ............................................................................................ 281 ConfiguringAddons ......................................................................................282

IV:InterspireShoppingCartTools .......................... 285

Backups........................................................................................287
BackupsOverview ......................................................................................... 287 CreatingBackups .......................................................................................... 287 ViewingLocalBackups ..................................................................................288

ImportingandExportingStores .....................................................291
StoreImportandExportOverview ................................................................ 291 ImportingaStore .......................................................................................... 291

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TABLEOFCONTENTS ExportingaStore .......................................................................................... 292

Logs ............................................................................................ 295

LogsOverview .............................................................................................. 295 ViewingSystemLog ..................................................................................... 296 ViewingStaffActionLogs..............................................................................297

ViewingSystemInformation .........................................................299
SystemInformationOverview ...................................................................... 299 ViewingBasicSystemInformation................................................................ 299 ViewingAdvancedSystemInformation .........................................................301

V:InterspireShoppingCartSettings .......................303
ManagingStoreSettings............................................................... 305
StoreSettingsOverview ................................................................................305
SSL,TLSandSecureWebPages ........................................................................ 306 PublicKeyEncryption......................................................................................... 307 Cron ................................................................................................................... 308 LocatingtheAutomaticBackupCronCommand.......................................... 308 ConfiguringCronSupportonYourServer..................................................... 309

ConfiguringWebsiteSettings ........................................................................312 ConfiguringLocalizationSettings ..................................................................316 ConfiguringDisplaySettings..........................................................................318 ConfiguringBackupSettings..........................................................................323 ConfiguringLoggingSettings ........................................................................325 ConfiguringMiscellaneousSettings ...............................................................327

ManagingShippingSettings.......................................................... 329
ConfiguringYourStoresLocation ................................................................ 329 ConfiguringShippingZones...........................................................................330
AddingaShippingZone ......................................................................................331 ZoneSettings................................................................................................331 ZoneMethods.............................................................................................. 334

ManagingTaxRates ..................................................................... 339

TABLEOFCONTENTS 13 ConfiguringTaxSettings ............................................................................... 339

ManagingCurrencySettings ..........................................................343
ConfiguringSupportedCurrencies ................................................................ 343
AddingorEditingaCurrency ..............................................................................344

ConfiguringExchangeRateSettings ............................................................. 346

ManagingCheckoutSettings ........................................................ 349

ConfiguringGeneralCheckoutSettings......................................................... 349
ConfiguringBuiltInPaymentMethods ...............................................................352

ManagingAccountingSettings ...................................................... 355

ConfiguringGeneralAccountingSettings...................................................... 355

ManagingGiftCertificateSettings..................................................357
GiftCertificateOverview ................................................................................357 ConfiguringGiftCertificateSettings.............................................................. 358

ManagingAnalyticsSettings..........................................................361
ConfiguringGeneralAnalyticsSettings ......................................................... 361

ManagingAffiliateSettings ...........................................................363
ConfiguringAffiliateSettings ........................................................................ 363

ManagingNotificationSettings......................................................365
ConfiguringGeneralNotificationSettings ..................................................... 365 ConfiguringEmailNotificationSettings ........................................................ 366 ConfiguringMSNMessengerSettings ........................................................... 366 ConfiguringSMSTextMessageSettings ....................................................... 367

ManagingLiveChatSettings ........................................................ 369

ConfiguringGeneralLiveChatSettings ......................................................... 369 ConfiguringLivePersonSettings ................................................................... 370 ConfiguringOtherChatServiceSettings ........................................................373

ManagingReturnsSettings............................................................375

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TABLEOFCONTENTS ConfiguringReturnsSettings ......................................................................... 375

ManagingGiftWrappingSettings .................................................. 379

ViewingandManagingGiftWrappingOptions ..............................................379 AddingandEditingGiftWrappingOptions ................................................... 380

ManagingEmailMarketerSettings ................................................ 383

IntegratingInterspireShoppingCartWithInterspireEmailMarketer .............383

ManagingKnowledgeManagerIntegrationSettings ....................... 385

IntegratingInterspireShoppingCartWithInterspireKnowledgeManager.....385
LinkingInterspireShoppingCarttoKnowledgeManager ................................... 386 IntegratingKnowledgeManagersActiveResponseSystem............................... 386

VI:TroubleshootingandIndex ............................... 389

Troubleshooting ........................................................................... 391 Index ........................................................................................... 395

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ListofFigures
Figure1:InterspireClientAreaLogin ............................................................................ 3 Figure1:InterspireShoppingCartOverview ............................................................... 32 Figure2:LoginScreen ................................................................................................ 39 Figure3:IntroductoryScreen......................................................................................40 Figure4:TheInterspireShoppingCartInterfaceataGlance....................................... 41 Figure5:Tooltips ........................................................................................................42 Figure6:KnowledgeBaseLinks..................................................................................42 Figure7:NavigatingLists............................................................................................42 Figure8:RequiredFieldandWarning ......................................................................... 43 Figure9:ConfirmationNotice..................................................................................... 43 Figure10:TheToolbar ................................................................................................ 43 Figure11:TheNavigationBar .....................................................................................44 Figure12:TheHomeLink ........................................................................................... 47 Figure13:TheHomeScreen .......................................................................................48 Figure14:ViewMenuExample ...................................................................................49 Figure15:CreateaNewViewExample ....................................................................... 50 Figure16:TheStoreDesignLink ................................................................................ 53 Figure17:StoreDesign ............................................................................................... 54 Figure18:ExampleStorePreview............................................................................... 55 Figure19:SelectaDesign ........................................................................................... 55 Figure20:DesignSuccessfullyApplied ....................................................................... 55 Figure21:CheckforUpdatedStoreDesigns ............................................................... 56 Figure22:OrderCustomStoreDesign........................................................................ 56 Figure23:DownloadStoreDesigns ............................................................................ 57 Figure24:LogoSettings............................................................................................. 58 Figure25:LogoText ................................................................................................... 58 Figure26:SpecifyLogoText....................................................................................... 58 Figure27:LogoOptions.............................................................................................. 59 Figure28:ArtisticTextLogo.......................................................................................59 Figure29:LogoUpload...............................................................................................59 Figure30:DownloadStoreDesigns ............................................................................60 Figure31:ActivatingDesignMode..............................................................................60 Figure32:DesigningEmails ........................................................................................ 61 Figure33:EditinganEmail .........................................................................................62 Figure34:ViewStoreinDesignMode.........................................................................64 Figure35:IdentifyingaPageElement.........................................................................64 Figure36:DesignModeToolbar ................................................................................. 65 Figure37:FourPointedDragandDropMousePointer .............................................. 65

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LISTOFFIGURES

Figure38:DragPageElement .................................................................................... 65 Figure39:ClicktoEdit................................................................................................ 66 Figure40:EditingDisplayText ................................................................................... 66 Figure41:NewText.................................................................................................... 67 Figure42:RightClickinDesignMode ........................................................................ 67 Figure43:TheStoreEditor......................................................................................... 69 Figure44:StoreEditorTools .......................................................................................70 Figure45:FileSuccessfullyUpdated............................................................................70 Figure46:StoreEditorSupportingFiles ......................................................................70 Figure47:StoreEditorTemplateFiles .........................................................................71 Figure48:StoreEditorCode .......................................................................................71 Figure49:HTMLEditorOverview................................................................................73 Figure50:HTMLDesignTools.....................................................................................74 Figure51:TheFind/ReplaceWindow ...........................................................................75 Figure52:CheckSpelling ........................................................................................... 76 Figure53:LinktoStore:LinktoProduct..................................................................... 79 Figure54:LinktoStore:LinktoCategory................................................................... 80 Figure55:LinktoStore:LinktoBrand........................................................................ 81 Figure56:LinktoStore:LinktoPage ......................................................................... 82 Figure57:TheLinkScreen.......................................................................................... 83 Figure58:TheEmailLinkScreen................................................................................ 86 Figure59:ImagesScreen:Images ...............................................................................87 Figure60:ModifyFlashProperties ............................................................................. 91 Figure61:ImagesScreen:Flash.................................................................................. 91 Figure62:ModifyMediaProperties............................................................................ 94 Figure63:ImagesScreen:Media ................................................................................ 95 Figure64:InsertTable................................................................................................ 96 Figure65:ModifyingTableProperties ........................................................................ 97 Figure66:ModifyingCellProperties........................................................................... 98 Figure67:InsertForm............................................................................................... 100 Figure68:InsertTextField ........................................................................................102 Figure69:InsertTextArea ........................................................................................102 Figure70:InsertHiddenField ....................................................................................103 Figure71:InsertButton .............................................................................................103 Figure72:InsertCheckbox........................................................................................ 104 Figure73:InsertRadioButton....................................................................................105 Figure74:InsertListBox .......................................................................................... 106 Figure75:RightClick(Text) ......................................................................................107 Figure76:RightClick(Image,FlashandOtherMedia) ............................................. 108 Figure77:ResizingImages,FlashAnimations,orOtherMedia ................................. 108 Figure78:RightClick(Table).................................................................................... 109

LISTOFFIGURES 17 Figure79:TableIcons ............................................................................................... 109 Figure80:CellIcons .................................................................................................. 110 Figure81:EditingHTML ........................................................................................... 110 Figure82:PreviewinganHTMLDocument ................................................................111 Figure83:HTMLEditorTabs......................................................................................111 Figure84:SimpleandCompleteModeLink...............................................................111 Figure85:SimpleDesignTools ..................................................................................111 Figure86:CompleteDesignTools ............................................................................ 112 Figure87:TheUserAccountsLink ............................................................................ 115 Figure88:ViewingUserAccounts............................................................................. 116 Figure89:ConfiguringUserAccountSettings............................................................117 Figure90:DeleteaUserAccount.............................................................................. 121 Figure91:TheOrdersMenu...................................................................................... 123 Figure92:ExampleTrackingReport ......................................................................... 125 Figure93:ViewingOrders......................................................................................... 126 Figure94:ExpandedOrder ....................................................................................... 127 Figure96:ViewOrderMessages............................................................................... 129 Figure95:PossibleFraudulentOrder ........................................................................ 129 Figure97:SendaNewMessage................................................................................ 130 Figure98:PrintinganInvoice.....................................................................................131 Figure99:PrintingaPackingSlip.............................................................................. 132 Figure100:ViewingNotes .........................................................................................133 Figure101:CreateaShipment ...................................................................................133 Figure102:ExportOrders ......................................................................................... 134 Figure103:ExportOrdersDialog .............................................................................. 135 Figure104:AddOrder:NewCustomer ..................................................................... 136 Figure105:SearchProductList................................................................................. 138 Figure106:SelectProduct ........................................................................................ 139 Figure107:OrderShipping&Handling ..................................................................... 140 Figure108:UseCustomShippingMethod ................................................................ 140 Figure109:ApplyCouponandGiftCertificate .......................................................... 140 Figure110:PaymentMethodExample:CreditCard(Manual) ................................... 141 Figure111:AddOrder:ExistingCustomer................................................................. 142 Figure112:AddOrder:SearchforCustomer............................................................. 143 Figure113:AddOrder:AnonymousCustomer .......................................................... 144 Figure114:SearchingOrders .................................................................................... 145 Figure115:AdvancedOrdersSearch......................................................................... 146 Figure116:ViewShipments...................................................................................... 147 Figure117:ExpandedShipment................................................................................ 148 Figure118:SearchingShipments .............................................................................. 149 Figure119:AdvancedShipmentSearch .................................................................... 150

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LISTOFFIGURES

Figure120:SearchbyDate:Custom ..........................................................................150 Figure121:ExportShipments.................................................................................... 151 Figure122:ExportShipmentsDialog.........................................................................151 Figure123:ViewReturnRequests..............................................................................152 Figure124:ExpandedRequest ..................................................................................153 Figure125:SearchingReturnRequests......................................................................154 Figure126:AdvancedReturnRequestSearch ...........................................................154 Figure127:SearchbyDate:Custom ..........................................................................155 Figure128:ExampleTrackingNumberCSVFile ........................................................156 Figure129:ImportTrackingNumbers .......................................................................156 Figure130:ImportTrackingNumbers:MapFields ..................................................... 157 Figure131:ImportTrackingNumbers:ReadytoImport............................................. 157 Figure132:ImportTrackingNumbers:InProgress ....................................................158 Figure133:ImportTrackingNumbers:Report ...........................................................158 Figure134:ImportTrackingNumbers:Error..............................................................158 Figure135:ImportTrackingNumbers:ErrorReport ..................................................159 Figure136:ImportTrackingNumbers:ImportSuccessful ..........................................159 Figure137:TheCustomersMenu...............................................................................161 Figure138:ViewCustomers ..................................................................................... 164 Figure139:ExpandedCustomerDetails ....................................................................165 Figure140:ExportCustomers................................................................................... 166 Figure141:ExportCustomersDialog.........................................................................167 Figure142:ViewingNotes.........................................................................................167 Figure143:AddaCustomer:CustomerDetails......................................................... 168 Figure144:AddaCustomer:CustomerAddressBook ...............................................170 Figure145:AddaCustomer:AddanAddress ............................................................ 171 Figure146:CustomerGroups ....................................................................................172 Figure147:CreateaCustomerGroup ........................................................................ 173 Figure148:SelectVisibleCategories ......................................................................... 173 Figure149:CategoryLevelDiscountConfiguration ...................................................174 Figure150:ProductLevelDiscountConfiguration .....................................................174 Figure151:ProductLevelDiscount:SelectProducts..................................................174 Figure152:SearchingCustomerList ......................................................................... 175 Figure153:AdvancedCustomerSearch.....................................................................176 Figure154:SearchbyDate:Custom .......................................................................... 177 Figure155:ExampleCustomerInformationCSVFile .................................................178 Figure156:ImportCustomerDetails .........................................................................179 Figure157:ImportCustomerDetails:MapFields ...................................................... 180 Figure158:ImportCustomerDetails:ReadytoImport ............................................. 180 Figure159:ImportCustomerDetails:InProgress ..................................................... 180 Figure160:ImportCustomerDetails:Report.............................................................181

LISTOFFIGURES 19 Figure161:ImportCustomerDetails:Error ............................................................... 181 Figure162:ImportCustomerDetails:ErrorReport ................................................... 181 Figure163:ImportCustomerDetails:ImportSuccessful ........................................... 182 Figure164:TheProductsMenu................................................................................. 183 Figure165:ViewProducts......................................................................................... 187 Figure166:AvailableProducts.................................................................................. 188 Figure167:ExportProducts ...................................................................................... 189 Figure168:ExportProductsDialog........................................................................... 189 Figure169:BulkEditProducts .................................................................................. 190 Figure170:ChangeAllPrices .................................................................................... 190 Figure171:ExpandCategoriesList............................................................................ 190 Figure172:ChangeAllBrandNames ........................................................................ 191 Figure173:AddaProduct:ProductDetails ............................................................... 194 Figure174:MorePriceOptions ................................................................................. 195 Figure175:CallForPricing ........................................................................................ 195 Figure176:CurrentlyUsedImageFilename .............................................................. 196 Figure177:AddaProduct:ProductFiles ................................................................... 197 Figure178:AddaProduct:RelatedProducts ............................................................ 198 Figure179:AddaProduct:RelatedProducts:ExtraFields......................................... 198 Figure180:AddaProduct:InventoryTracking.......................................................... 199 Figure181:AddaProduct:InventoryTracking:ExtraFields ...................................... 199 Figure182:AddaProduct:ProductVariations ..........................................................200 Figure183:AddaProduct:ProductVariations:ExtraFields ......................................200 Figure184:AddaProduct:ProductVariations:VariationCombinations ...................200 Figure185:AddaProduct:CustomandConfigurableFields ..................................... 201 Figure186:ExampleCustomandConfigurableTabConfiguration............................202 Figure187:ExampleCustomFieldDisplay ................................................................202 Figure188:ExampleConfigurableFieldDisplay........................................................ 203 Figure189:AddaProduct:OtherDetails ..................................................................204 Figure190:AddaProduct:SelectGiftWrapping ...................................................... 205 Figure191:ExampleDefaultProductsTemplateHTMLFile ...................................... 207 Figure192:AddaProduct:DiscountRules................................................................ 207 Figure193:ViewProductCategories.........................................................................208 Figure194:CreateorEditCategory .......................................................................... 210 Figure195:ExampleDefaultCategoryTemplateHTMLFile ..................................... 212 Figure196:ViewProductVariations ......................................................................... 213 Figure197:AddaProductVariation .......................................................................... 214 Figure198:SearchingProductList............................................................................ 215 Figure199:AdvancedProductSearch....................................................................... 216 Figure200:ExampleProductInformationCSVFile ................................................... 218 Figure201:ImportProductDetails ........................................................................... 219

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LISTOFFIGURES

Figure202:ImportProductDetails:MapFields ........................................................ 220 Figure203:MapFieldstoMultipleCategoryLevels ...................................................221 Figure204:ImportProductDetails:ReadytoImport.................................................221 Figure205:ImportProductDetails:InProgress.........................................................221 Figure206:ImportProductDetails:Report ...............................................................221 Figure207:ImportProductDetails:Error ..................................................................221 Figure208:ImportProductDetails:ErrorReport...................................................... 222 Figure209:ImportProductDetails:ImportSuccessful ............................................. 222 Figure210:ViewSubmittedProductReviews........................................................... 222 Figure211:EditProductReview ............................................................................... 223 Figure212:ViewBrands ........................................................................................... 224 Figure213:AddBrands............................................................................................. 225 Figure214:EditaBrand ........................................................................................... 225 Figure215:TheWebsiteContentMenu.....................................................................227 Figure216:ExampleNewsItems ...............................................................................227 Figure217:PageandSubPageNavigationExample ................................................ 228 Figure218:ViewNewsItems.................................................................................... 228 Figure219:CreateaNewsItem ................................................................................ 229 Figure220:ViewWebPages .................................................................................... 230 Figure221:CreateaNormalWebPage .................................................................... 232 Figure222:CreateaWebsiteLinkPage.................................................................... 234 Figure223:CreateaSyndicatedContentWebPage ..................................................235 Figure224:CreateaContactFormWebPage .......................................................... 236 Figure225:ExampleDefaultPageTemplateHTMLFile ............................................237 Figure226:ThePromotionsMenu ........................................................................... 239 Figure227:ExampleBannerDisplay......................................................................... 240 Figure228:ExampleCoupon/GiftCertificateCodeEntry ........................................ 240 Figure229:ExampleGiftCertificate ......................................................................... 241 Figure230:ExampleNewsletterSignupFields ......................................................... 241 Figure231:ExampleGoogleProductsSearchResults............................................... 242 Figure232:ExampleAdSenseAdverts ..................................................................... 243 Figure233:ViewBanners.......................................................................................... 243 Figure234:CreateaBanner ..................................................................................... 244 Figure235:BannerDisplayDates ............................................................................. 245 Figure236:ViewCouponCodes ............................................................................... 246 Figure237:CreateNewCouponCode....................................................................... 248 Figure238:ViewGiftCertificates ............................................................................. 250 Figure239:ExpandedGiftCertificate ....................................................................... 250 Figure240:SearchGiftCertificates .......................................................................... 252 Figure241:ExportEmailSubscriberDetails...............................................................253 Figure242:ExportEmailSubscriberDetails:NumberofSubscribers.........................253

LISTOFFIGURES 21 Figure243:ExportEmailSubscriberDetailsDialog ................................................... 254 Figure244:ExportGoogleProductsFeed ................................................................. 254 Figure245:ExportGoogleProductsFeed:Download ............................................... 254 Figure246:ExportGoogleProductsFeed:Dialog ..................................................... 255 Figure247:CreateGoogleAdWords ......................................................................... 255 Figure248:GoogleAdWordOutputFormat ............................................................. 256 Figure249:ExportGoogleAdWords:Dialog............................................................. 257 Figure250:TheStatisticsMenu ................................................................................ 259 Figure251:DateRangeMenu ...................................................................................260 Figure252:CustomDateRange...............................................................................260 Figure253:GraphLabels........................................................................................... 261 Figure254:GraphToggleControls ........................................................................... 261 Figure255:PieChartDetails .....................................................................................262 Figure256:StoreStatistics:Storesnapshot.............................................................. 263 Figure257:StoreStatistics:Top20Customers .........................................................264 Figure258:StoreStatistics:BestSellingProducts .................................................... 265 Figure259:StoreStatistics:OrderLocations ............................................................266 Figure260:CustomerInformation ............................................................................266 Figure261:OrderStatistics:OrdersOverview ..........................................................268 Figure262:OrderStatistics:OrdersByItemsSold....................................................269 Figure263:OrderStatistics:OrdersByRevenue ....................................................... 270 Figure264:ProductStatistics:ProductsOverview ................................................... 271 Figure265:ProductStatistics:PopularProducts ...................................................... 272 Figure266:ProductStatistics:InventoryReport ...................................................... 273 Figure267:CustomerStatistics:CustomersByDate ................................................ 275 Figure268:CustomerStatistics:RevenuePerCustomer .......................................... 276 Figure269:SearchStatistics:Overview .....................................................................277 Figure270:SearchStatistics:KeywordsWithResults ............................................... 278 Figure271:SearchStatistics:KeywordsWithoutResults .......................................... 278 Figure272:SearchStatistics:BestPerformingKeywords ........................................ 279 Figure273:SearchStatistics:WorstPerformingKeywords ...................................... 279 Figure274:SearchStatistics:SearchTermCorrections ............................................280 Figure275:TheAddonsMenu................................................................................... 281 Figure276:ViewAddons ..........................................................................................282 Figure277:ConfigureAddons ................................................................................... 283 Figure278:TheTools>BackupsOption ................................................................... 287 Figure279:CreateaBackup......................................................................................288 Figure280:ViewingLocalBackups ...........................................................................289 Figure281:TheTools>StoreImporterandStoreExporterOptions ......................... 291 Figure282:ImportingaStore:Step1........................................................................292 Figure283:ImportingaStore:Step2........................................................................292

22

LISTOFFIGURES

Figure284:StoreImportWarning ............................................................................ 292 Figure285:ExportingaStore:Step1........................................................................ 293 Figure286:ExportingaStore:Step2 ....................................................................... 293 Figure287:StoreImportWarning............................................................................. 293 Figure288:TheTools>StoreLogsOption ............................................................... 295 Figure289:ViewSystemLogs.................................................................................. 296 Figure290:ExpandedSystemLog ........................................................................... 296 Figure291:ViewStaffActionLog............................................................................. 298 Figure292:TheTools>StoreLogsOption ............................................................... 299 Figure293:BasicSystemInformation ...................................................................... 300 Figure294:FullSystemInformation..........................................................................301 Figure295:TheSettings>StoreSettingsOption ......................................................305 Figure296:ExampleSSLTransaction........................................................................307 Figure297:CronPath ............................................................................................... 309 Figure298:CronTimingConfiguration......................................................................310 Figure299:cPanel:Advanced ...................................................................................310 Figure300:cPanel:StandardorAdvancedCronMode .............................................. 311 Figure301:cPanel:StandardCronSetup................................................................... 311 Figure302:cPanel:AdvancedCronSetup .................................................................312 Figure303:StoreSettings:WebsiteSettings ............................................................. 313 Figure304:WebsiteSettings:SMTPServerDetails ...................................................315 Figure305:StoreSettings:LocalizationSettings....................................................... 317 Figure306:StoreSettings:DisplaySettings ..............................................................319 Figure307:StoreSettings:BackupSettings ............................................................. 324 Figure308:RemoteFTPBackups ............................................................................. 324 Figure309:AutomaticBackups .................................................................................325 Figure310:StoreSettings:LoggingSettings ............................................................ 326 Figure311:StoreSettings:MiscellaneousSettings ....................................................327 Figure312:TheSettings>ShippingSettingsOption ................................................ 329 Figure313:ShippingSettings:StoreLocation........................................................... 329 Figure314:ShippingSettings:StoreLocation ...........................................................330 Figure315:ZoneSettings ..........................................................................................332 Figure316:CountrybasedShippingZone .................................................................332 Figure317:CountryandState/ProvincebasedShippingZone ...................................332 Figure318:ZIP/PostCodeBasedShippingZone........................................................ 333 Figure319:FreeShippingMinimumOrderValue....................................................... 333 Figure320:FlatHandlingFeeForaShippingZone ....................................................334 Figure321:ZoneMethods .........................................................................................334 Figure322:AddaShippingMethod...........................................................................334 Figure323:FlatRatePerItem....................................................................................336 Figure324:ShipByWeight........................................................................................336

LISTOFFIGURES 23 Figure325:ShipByOrderTotal ................................................................................ 336 Figure326:FlatRatePerOrder................................................................................. 336 Figure327:ShippingMethodSetupCompleted .........................................................337 Figure328:TheSettings>TaxSettingsOption......................................................... 339 Figure329:ShippingSettings:TaxSettings .............................................................. 339 Figure330:FlatTaxRate........................................................................................... 340 Figure331:TaxintheCheckoutPage........................................................................ 340 Figure332:TaxOptions ............................................................................................ 341 Figure333:TaxRateDetails ...................................................................................... 341 Figure334:TaxOptionsCompleted .......................................................................... 342 Figure335:TheSettings>CurrencySettingsOption ................................................ 343 Figure336:CurrencyOptions.................................................................................... 343 Figure337:AddaCurrency........................................................................................ 345 Figure338:CurrencyConverter................................................................................. 345 Figure339:ExchangeRateSettings .......................................................................... 347 Figure340:TheSettings>CheckoutSettingsOption ............................................... 349 Figure341:GeneralCheckoutSettings ..................................................................... 350 Figure342:BuiltInPaymentMethods ...................................................................... 353 Figure343:TheSettings>AccountingSettingsOption............................................. 355 Figure344:AccountingSettings ............................................................................... 355 Figure345:TheSettings>GiftCertificateSettingsOption ........................................357 Figure346:GiftCertificateSettings .......................................................................... 358 Figure347:SpecifiedGiftCertificateAmounts.......................................................... 358 Figure348:CertificateExpiryDate............................................................................ 359 Figure349:TheSettings>AnalyticsSettingsOption................................................ 361 Figure350:Settings:AnalyticsSettings .................................................................... 361 Figure351:TheSettings>AffiliateSettingsOption .................................................. 363 Figure352:Settings:AffiliateSettings ...................................................................... 364 Figure353:TheSettings>NotificationSettingsOption ............................................ 365 Figure354:Settings:NotificationSettings ................................................................ 365 Figure355:Settings:NotificationSettings:Email ..................................................... 366 Figure356:Settings:NotificationSettings:MSN ...................................................... 367 Figure357:Settings:NotificationSettings:SMS ....................................................... 368 Figure358:TheSettings>LiveChatSettingsOption................................................ 369 Figure359:Settings:LiveChatSettings.................................................................... 369 Figure360:Settings:LiveChatSettings:LivePerson................................................. 370 Figure361:CreateaLivePersonAccount ...................................................................371 Figure362:LivePersonWizard.................................................................................. 372 Figure363:LivePersonConfigurationSettings...........................................................373 Figure364:Settings:LiveCHatSettings:OtherChatService.....................................373 Figure365:ConfiguringTheSettings>ReturnsSettingsOption................................375

24

LISTOFFIGURES

Figure366:Settings:ReturnSettings ........................................................................376 Figure367:ConfiguringTheSettings>GiftWrappingSettingsOption......................379 Figure368:Settings:GiftWrappingSettings............................................................ 380 Figure369:AddaNewGiftWrappingOption............................................................381 Figure370:TheSettings>EmailMarketerSettingsOption .......................................383 Figure371:EmailMarketer:EnableXMPAPI ............................................................ 384 Figure372:TheSettings>KnowledgeManagerOption ............................................385 Figure373:KnowledgeManager:Template.............................................................. 386 Figure374:Settings:KnowledgeManager.................................................................387 Figure375:IntegrateKnowledgeManagerIntoContactPage....................................387

25

ListofTables
Table1:NavigatingLists ............................................................................................42 Table2:TheToolbar .................................................................................................. 43 Table3:TheNavigationBar ....................................................................................... 45 Table4:TheHomeScreen .........................................................................................48 Table5:LogoSettings ............................................................................................... 58 Table6:EmailTypes .................................................................................................. 61 Table7:StoreEditorTools ......................................................................................... 70 Table8:HTMLDesignTools ...................................................................................... 74 Table9:TheLinkScreen:CommonFields.................................................................. 83 Table10:TheLinkScreen:TargetWindowOptions ................................................... 83 Table11:LinkandImagesScreens:UploadingFilesandImages ................................84 Table12:ImagesScreen:Images ............................................................................... 87 Table13:ImagesScreen:Flash................................................................................... 91 Table14:ImagesScreen:Media ................................................................................. 95 Table15:ViewingUserAccounts.............................................................................. 116 Table16:ConfiguringUserAccountSettings ............................................................117 Table17:ViewingOrders.......................................................................................... 126 Table18:ViewOrderMessages ............................................................................... 129 Table19:AddOrder:NewCustomer.........................................................................137 Table20:AddOrder:ExistingCustomer .................................................................. 143 Table21:AddOrder:AnonymousCustomer ............................................................ 145 Table22:AdvancedOrderSearch ............................................................................ 146 Table23:ViewShipments ........................................................................................ 147 Table24:AdvancedShipmentSearch...................................................................... 150 Table25:ViewReturnRequests ............................................................................... 152 Table26:AdvancedReturnRequestSearch ............................................................. 154 Table27:ExampleStoreCategories......................................................................... 162 Table28:ViewCustomers........................................................................................ 164 Table29:AddaCustomer:CustomerDetails ........................................................... 168 Table30:AddaCustomer:CustomerAddressBook................................................. 170 Table31:AddingaCustomer:AddanAddress ..........................................................171 Table32:CustomerGroups ...................................................................................... 172 Table33:AdvancedCustomerSearch ...................................................................... 176 Table34:ViewProducts........................................................................................... 187 Table35:BulkEditProducts..................................................................................... 190 Table36:AddaProduct:ProductDetails ................................................................. 194 Table37:AddaProduct:ProductFiles ..................................................................... 197 Table38:AddaProduct:ProductVariations:VariationCombinations .....................200

26

LISTOFTABLES

Table39:AddaProduct:OtherDetails .................................................................... 204 Table40:ViewProductCategories .......................................................................... 208 Table41:CreateorEditCategory .............................................................................210 Table42:ViewProductVariations ............................................................................213 Table43:AddaProductVariation............................................................................ 214 Table44:AdvancedCustomerSearch ..................................................................... 216 Table45:ViewSubmittedProductReviews............................................................. 222 Table46:ViewBrands ............................................................................................. 224 Table47:ViewNewsItems ...................................................................................... 228 Table48:ViewWebPage ........................................................................................ 230 Table49:CreateaNormalWebPage ...................................................................... 232 Table50:CreateaWebsiteLinkPage ...................................................................... 234 Table51:CreateaWebsiteSyndicatedContentPage...............................................235 Table52:CreateaWebsiteContactFormPage ....................................................... 236 Table53:ViewBanners............................................................................................ 243 Table54:CreateaBanner........................................................................................ 244 Table55:ViewCouponCodes.................................................................................. 246 Table56:CreateNewCouponCode ........................................................................ 248 Table57:ViewGiftCertificates ................................................................................ 250 Table58:SearchGiftCertificates............................................................................. 252 Table59:StoreStatistics:Top20Customers ........................................................... 264 Table60:StoreStatistics:BestSellingProducts ...................................................... 265 Table61:OrderStatistics:OrdersOverview ............................................................ 268 Table62:OrderStatistics:OrdersByItemsSold...................................................... 269 Table63:OrderStatistics:OrdersByRevenue..........................................................270 Table64:ProductStatistics:ProductsOverview.......................................................271 Table65:ProductStatistics:PopularProducts..........................................................272 Table66:ProductStatistics:InventoryReport..........................................................273 Table67:CustomerStatistics:CustomersByDate....................................................275 Table68:CustomerStatistics:RevenuePerCustomer..............................................276 Table69:SearchStatistics:KeywordsWithResults ..................................................278 Table70:SearchStatistics:KeywordsWithoutResults .............................................278 Table71:SearchStatistics:BestPerformingKeywords ............................................279 Table72:SearchStatistics:BestPerformingKeywords ............................................279 Table73:SearchStatistics:SearchTermCorrections............................................... 280 Table74:CreateaBackup........................................................................................ 288 Table75:ViewingLocalBackups ............................................................................. 289 Table76:ViewSystemLogs .................................................................................... 296 Table77:ViewSystemLog ...................................................................................... 298 Table78:BasicSystemInformation ......................................................................... 300 Table79:StoreSettings:WebsiteSettings ............................................................... 313

LISTOFTABLES 27 Table80:StoreSettings:LocalizationSettings .........................................................317 Table81:StoreSettings:DisplaySettings ................................................................ 320 Table82:StoreSettings:BackupSettings................................................................ 324 Table83:StoreSettings:LoggingSettings............................................................... 326 Table84:StoreSettings:MiscellaneousSettings ..................................................... 327 Table85:ShippingSettings:StoreLocation............................................................. 329 Table86:ShippingSettings:StoreLocation............................................................. 330 Table87:SupportedRealTimeShippingQuoteProvidersWebsites ....................... 335 Table88:ShippingMethods......................................................................................337 Table89:TaxOptions .............................................................................................. 342 Table90:CurrencyOptions...................................................................................... 343 Table91:Settings:GiftWrappingSettings............................................................... 380

28

LISTOFTABLES

29

I
INTRODUCTION
Thissectioncontainsthefollowingchapters: Introduction(31) GettingStarted(37) LoggingIntoInterspireShoppingCart(39) TheInterspireShoppingCartInterface(41) TheHomeScreen(47) UsingViews(49)

30

31

Introduction
WelcometoInterspireShoppingCart
CongratulationsonyourpurchaseofInterspireShoppingCart!InterspireShoppingCart allowsyoutoquicklyandeasilysetupafullyfeaturedInternetstoreandmarketyour products.InterspireShoppingCartintegratesseamlesslywithavarietyofothersystems andInterspireproductstogiveyoutheoptimumonlinesellingplatformavailable. Note:IfyouwanttostartsettingupInterspireShoppingCartrightaway,seeGetting Startedonpage37.

InterspireShoppingCartOverview
HeresanoverviewofhowInterspireShoppingCartworks.Thefigurebelowshowshow InterspireShoppingCartsmostimportantcomponentsinteract.Therestofthischapter describesthecomponentsinthisfigure. Note:PleasebearinmindthatthisisasimplifieddepictionanddescriptionofInterspire ShoppingCartsmanyfeatures.SeeHowtoUseThisUsersGuideonpage3for informationonfindingdetailedinformationontheseandotherfeatures.

32

INTRODUCTION

Figure 1 InterspireShoppingCartOverview

INTRODUCTION 33

Customers
Customersarethepeoplewhovisityourstoreswebsiteandpurchasegoods.Usually, customerscreatecustomeraccountswithyourstore,althoughyoucanenableguest checkout,whichallowscustomerstoplaceorderswithoutcreatinganaccount.Anaccount withyourstorehelpsacustomertomakesubsequentpurchasesmorequickly,since InterspireShoppingCartstoresbillingandshippingaddressdetails.Youcanalsogive customerswithaccountsdiscountsorotherspecialoffersinordertoencouragecustomer signupandretention. Whenacustomercreatesanaccount(oraInterspireShoppingCartadministratorcreatesan accountforacustomer)youcantrackthecustomerspurchasinghabits,seelistsof purchasedproductsandviewcustomerstatistics.Youcanalsogivecustomersstorecredit (thisisonemethodofprovidingrefunds). Note:YoucanexportcustomerinformationinXML(eXtensibleMarkupLanguage)orCSV (CommaSeparatedValues)format.

CustomerGroups
Youcanassigncustomerstocustomergroups.Thesegroupsallowyoutoprovidediscounts tothecustomersinthegroup,ortomakecertainproductlinesavailableonlytoselected customers.Forexample,youmightwanttoofferastorewidediscounttoyourbest customers,oradiscountoncertainitemstowholesalecustomers.

Orders
Wheneveracustomerpurchasesgoodsfromyourstore,anentryintheorderslistiscreated. Theorderslistcontainsavarietyofinformationabouteachorder,includingastatusvalue whichInterspireShoppingCartadministratorscanupdatewhentheorderissent,orits circumstanceschangeforotherreasons(itispaidfororcancelled,forexample).

ShipmentsandReturns
Whenyoushipanitem,anentryiscreatedintheshipmentslist.Thislistcontainsallthe ordersthathavesuccessfullyleftyourstore. Youcanintegrateyourorderssystemwithyourshippingproviderstrackingsystemby enteringtrackingnumbersinyourorderslist.Thetrackingnumberappearsontheinvoice senttothecustomer,andinthecustomersOrderstatuspageinyourstoreswebsite. Note:YoucanexportorderandshipmentinformationinXMLorCSVformat. Ifyouallowyourcustomerstoreturnproducts,youcanspecifytheacceptablereasons(a problemwiththeproduct,damagedgoods,orderedthewrongproductbyaccident,andso on)andalsospecifytheactionsacustomercanrequest(replacetheitem,refundthe money,givestorecredit,andsoon).

34

INTRODUCTION

Products
Eachitemforsaleinyourstore,whetheraphysicalobjectoradownloadablefile,hasan entryintheproductslist.Eachproducthasitsownindividualproductpageinyourstores website.Productscanbecategorizedbybrandorcategoryinordertoallowcustomersto locatethemeasily.

Brands
Youcanarrangeproductsbybrand(manufacturer)andthendisplaythemallonasingle brandpage(inadditiontoacategorypage,ifrequired).Forexample,ifyouselljeans youcancreateaLevispageandaWranglerpage.

Categories
Youcanarrangeproductsbycategory(type)andthendisplaythemallonasingle categorypage(inadditiontoabrandpage,ifrequired).Youcanalsocreatesub categories.Forexample,ifyousellfootwear,youcancreateabootscategory,andmens bootsandladiesbootssubcategories.

Variations
Productvariationsallowyoutosellproductswithminordifferencesfromasingleproduct page.Ifyousellproductswithdifferentcolors,sizes,capacities,orothersuchvariables,this allowsthecustomertosimplyselecttherequiredvariationfromalistwhenorderingthe product.

ProductReviews
Youcanallowyourcustomerstosubmitreviewsofyourstoresproducts.Thesereviews displayoneachproductsindividualproductpage.Youcanalsoconfigurethereviewsystem sothatonlyreviewsthatyoumanuallyapproveareaddedtoyourstore.

InventoryTracking
InterspireShoppingCartallowsyoutomanageyourstoresinventory(stocklevels).When youactivateinventorytrackinginInterspireShoppingCart,youcanenterthenumberofa productinstock,andsetalowstockvalue.InterspireShoppingCartupdatesthe inventoryeachtimeacustomerpurchasestheproduct.Youcanseestocklevelsataglance, andconfigureInterspireShoppingCarttosendyouanemailwheneveraproducts inventoryleveldropsbelowitslowvalue. IfyoualreadyuseastockmanagementsystemthatusesSKU(StockKeepingUnit)codes, orothersuchalphanumericcodes,youcanintegratethissystemwithInterspireShopping Cartbyenteringeachproductscodeintheproductslist. Note:YoucanalsoimportSKUcodesinbulkviaaCSVfile.

INTRODUCTION 35

YourStoresWebsite
Yourcustomersinteractwithyouandyourstorethroughyourstoreswebsite.Muchofyour storeswebsiteiscreatedautomaticallybyInterspireShoppingCart.However,youcan maketoplevelconfigurationchanges(suchasthedesigntemplateyourstoreuses),and changestoindividualpages(eitherbymodifyingthedesign,orbyconfiguringthetextthat displayswhenacustomerperformsspecificactions,suchasrequestingareturnorselecting paymentbycheckwhenplacinganorder).Youcanalsocreatenewpagesforyourstore,for whichalinkdisplaysautomaticallyinyourstoresotherpages,andaddotherpiecesof information(suchasnewsitems).

StoreDesign
UseInterspireShoppingCartsbuiltinstoretemplatesandthepowerfuldraganddrop storedesignertocreateyourstoreslookandfeelquicklyandefficiently.

WebPages
InterspireShoppingCartprovidesyouwithabuiltin,fullyfeaturedWYSIWYG(WhatYou SeeIsWhatYouGet)HTMLeditorthatletsyoucreatenewwebsitepages(whichalsouse thegeneralstoretemplate).Buildpagesforyourstorethatcontainshipping,paymentand returnsinformation,helpandFAQpages,RSSfeedpages,orlinkstootherpagesonthe Internet(idealforlinkingyourstorewithacustomerforum,oranonlineknowledgebase).

NewsItems,etc.
Youcancreatenewsarticles,whichdisplayasheadlinesonyourstoresmainpage. Customerscanclickontheheadlinestoseethefullarticle.Youcanalsopopulateyourfront pagewithproductlistsofinteresttoyourcustomers,suchasnewproducts,featured productsandbestsellers.

Promotions
Aswellasofferingdiscountsorspecialproductstocertaincustomergroups,youcancreate couponcodesthatcustomersenterinyourstorescheckoutpageinordertotakeadvantage ofadiscountthatyouspecify.Includethecouponcodesinyouremailsandproduct promotionalmaterialinordertobuildyourstorestrafficandorders.InterspireShopping Cartalsosupportsgiftcertificates,whichworkinasimilarwaytocouponcodes,butare purchasedbyonecustomertogivetoanother. YoucanintegrateInterspireShoppingCartwithonlinemarketingtoolssuchasGoogle ProductsandGoogleAdWords.InterspireShoppingCartalsosupportsintegrationwith onlineaffiliatemarketingsystems.

StoreSettings
InterspireShoppingCartsstoresettingsallowyouagreatdegreeoffreedomintheway thatyourstoreworks,andhowitworkstogetherwithotheronlineandofflinesystems includingaffiliatemarketingprograms,accountingapplications,shippingquotationand trackingsystems,analyticspackages,livechatservices,emailmarketing,onlineknowledge basesandnotificationmethodssuchasMSNmessengerandSMS(textmessaging).

36

INTRODUCTION

PaymentMethods
InterspireShoppingCartprovidesawidevarietyofwaysinwhichcustomerscanpayfor theirgoods,includingbuiltinmethods(suchascashondelivery(CoD),check,bankdeposit, andsoon)andsupportsintegrationwithnumerousthirdpartypaymentsystems(suchas AmazonSimplePay,GoogleCheckoutandPayPal,forexample).Youcanalsoconfigurethe taxratesthatyouwanttoapplytoyourproductsforeachregionintheworld,ifrequired.

Backups
Youcanbackupyourstoresdatamanuallyorautomatically,toalocaldestinationonyour storesserverorviaFTPtoanyotherserverontheInternet. Ifyouwanttouseautomaticperiodicdatabackups,youmustconfigureCrononyour server.Cron(anabbreviationofchronograph)isaprogramthatactivatesotherprograms, commandsandprocessesatpredeterminedtimesandintervals.Itisawayofscheduling taskstohappenautomatically.

37

GettingStarted
Usethischapterifyouwanttosetupyourstorestraightaway. Note:InterspireShoppingCartshouldalreadybesetupandconfiguredonyourserver.If youareindoubt,checkwithyoursystemadministratororwhoeverisinchargeofthe server. Stepsmarkedwitharedasterisk(*)arenecessary.Theotherstepsarenotnecessary,but allowyoutoperformadditional,usefultasks. Followthelinkstootherpartsofthisusersguideforinformationonhowtocompleteeach step. 1 LogintoInterspireShoppingCart.* UseyourusernameandpasswordtoaccessInterspireShoppingCart. SeeLoggingIntoInterspireShoppingCartonpage39. 2 Configureyourstoresbasicinformationandsecuritysettings* UsetheStoresettingsscreensWebsitesettingstabtoconfigureyourstoresgeneral information,andthedetailsofitslocationontheInternet. SeeConfiguringWebsiteSettingsonpage312. 3 Designyourstoreslayout* Configurehowyourstoredisplays,itslookandfeel. SeeStoreDesignonpage53. 4 Addproductstoyourstore* Includeinformationabouttheproductsyouwanttosellinyourstore. SeeAddingandEditingProductsonpage191forinformationonaddingindividual products,oraddingmultipleproductsfromafile. SeeImportingProductsDetailsonpage217forinformationonaddingmultiple productbyimportingastorefromanothercommerceapplication. 5 Configureshippingmethods Specifyhowyouregoingtosendyourproductstoyourcustomers. SeeManagingShippingSettingsonpage329. Note:Skipthisstepifyoudontintendtosellphysicalproducts. 6 Configurecheckoutmethods* Definehowyouwanttoacceptpayments. SeeManagingCheckoutSettingsonpage349. 7 Configureordernotificationmethods Specifyhowyouwanttobenotifiedwhencustomersplaceorders. SeeManagingNotificationSettingsonpage365.

38

GETTINGSTARTED

Note:Skipthisstepifyoudontwanttobenotifiedwhencustomersplaceorders. 8 Choosehowtaxwillbeapplied Specifythetaxratesyouwanttoapplytostoreproducts,andthecircumstancesunder whichyouwanttoapplythem. SeeManagingTaxRatesonpage339. Note:Skipthisstepifyoudonotneedtoapplytaxestotheproductsyousell. 9 Choosehowcurrencieswillbeapplied InterspireShoppingCartcanallowcustomerstochoosethecurrencytheywanttouse whentheybrowseyourstore.Specifythecurrenciesthecustomercanchoosefrom, andhowyouwanttocalculatetheexchangerates. SeeManagingCurrencySettingsonpage343. Note:SkipthisstepifyouwantcustomerstobeabletouseUSdollarsonly(thedefault currency). 10 Addpagestoyoursite DesignandincludesomeextraHTMLpages;forexampleAboutthisStore,Terms andConditionsorContactus. SeeCreatingandEditingWebPagesonpage231. Note:Skipthisstepifyoudontwanttoaddanyotherpages.

39

LoggingIntoInterspireShoppingCart
TakethefollowingstepstologintoInterspireShoppingCart. 1 OpenyourInternetbrowserandenterInterspireShoppingCartsURLintheaddress bar.HitENTERorclickGo.
Figure 2 LoginScreen

2 EnteryourUsernameandPassword. 3 IfyouwantInterspireShoppingCarttorememberyourUsernameandPassword,click Remembermydetails.IfyoudonotwantInterspireShoppingCarttorememberyour details,leavethisboxunchecked. Note:SelectRemembermydetailsonlywhenyouaretheonlypersonwithaccesstothe computeryouareusing.NEVERselectthisonapubliccomputer.Failureto adequatelyprotectthedetailsofyourcustomersmaycontraveneyourlocaldata protectionlaws. Note:Ifyouforgotyourpassword,clicktheForgotyourpasswordlink.Ascreendisplaysin whichyoucanenteryourUsername.ClickSendemail.Anemailissenttotheemail addressyouregisteredwithInterspireShoppingCart.Youcanclickalinkintheemail toregainaccesstoInterspireShoppingCart. 4 ClickLogin.IfyourUsernameandPasswordarecorrect,theHomescreendisplays.If youhavenotyetconfiguredInterspireShoppingCart,anintroductoryscreendisplays.

40

LOGGINGINTOINTERSPIRESHOPPINGCART

Figure 3 IntroductoryScreen

5 ClickOKtoclosethewindow.Ifyoudonotwanttoseethewindowagain,selectDon't showmethisanymore.

41

TheInterspireShoppingCartInterface
ThischapterdiscussesInterspireShoppingCartsGraphicalUserInterface(GUI).TheGUI letsyoucontroleveryaspectofInterspireShoppingCart.

TheInterspireShoppingCartInterfaceataGlance
TheGUIisdividedupintothreeparts.
Figure 4 TheInterspireShoppingCartInterfaceataGlance

Seepage43formoreinformationonthetoolbar. Seepage44formoreinformationonthenavigationbar. Thefieldsthatdisplayintheworkspacedependonthescreenyouarecurrentlyviewing. TheDesigningYourStore,ManagingYourStore,InterspireShoppingCartToolsand InterspireShoppingCartSettingssectionsofthisusersguidedealwiththeworkspace.

Tooltips
ManyobjectsintheGUIhavetooltipiconsnexttothem( overthetooltiptoseemoreinformationabouttheobject. ).Placeyourmousepointer

42

THEINTERSPIRESHOPPINGCARTINTERFACE

Figure 5 Tooltips

Otherobjectshavetextlinksnexttothem.Clicktheselinkstoseeanarticlefromthe Interspireknowledgebaseonthesubject.
Figure 6 KnowledgeBaseLinks

ToseemorearticlesintheInterspireknowledgebase,clickHelpinthetoolbar.

SortingLists
Whenyousee Click and arrowiconsinalistheading,usethemtosortthelist. tosortthelistindescendingorder. tosortthelistinascendingorder,orclick

NavigatingLists
Inpageswithnumerouslistentries,navigationtoolsdisplay.
Figure 7 NavigatingLists

Table 1 NavigatingLists

Resultsperpage << Back 1,2,3,... Next >>

Selectthenumberoflistentriestodisplayineachpage. Clickthistogotothefirstpageinthelist. Clickthistomovebackwardonepageinthelist. Clickthistogotothenumberedpageinthelist. Clickthistomoveforwardonepageinthelist. Clickthistogotothelastpageinthelist.

RequiredFields
WhenyouconfigureoneofInterspireShoppingCartsfeatures,youmayberequiredto enterinformation,orselectanoption.Thesemandatoryfieldsarenecessarytosetupthe feature.Ifyoutrytosaveyourchangeswithoutconfiguringarequiredfield,awarning displays. Fieldsmarkedwitharedasterisk(*)aremandatory,whereasothersareoptional.

THEINTERSPIRESHOPPINGCARTINTERFACE 43
Figure 8 RequiredFieldandWarning

ConfirmationNotices
WhenyouhaveperformedanactionthatmodifiesInterspireShoppingCartsconfiguration, anoticedisplayswhenthescreenreloads,confirmingthatyourmodificationwas completedsuccessfully.
Figure 9 ConfirmationNotice

TheToolbar
Thetoolbardisplaysineveryscreen.
Figure 10 TheToolbar

UsethetoolbartoperformtasksrelatedtoInterspireShoppingCartssystemand management.
Table 2 TheToolbar

Home

ClickthistoreturntotheHomepage,whereyoucanseeyourrecentstore activityandusetheGettingStartedtool. Note:TheGettingStartedtoolwalksyouthroughthebasicconfiguration stepsyouneedtotaketosetupInterspireShoppingCart.

Addons

ClickthistoviewandconfiguremodulesyoucanaddontoInterspire ShoppingCartinordertoexpanditsfunctionality. Note:AddonsexpandfunctionalitywithoutalteringInterspireShopping Cartscode.Youcandownloadnewaddonswhentheyareavailable intheAddons>Viewaddonsscreen.

44

THEINTERSPIRESHOPPINGCARTINTERFACE

Table 2 TheToolbar(continued)

StoreDesign

Clickthistogotoscreenswhereyoucandesignyourstore,download storedesigns,designanddownloadlogos,andviewemailtemplates. Note:YoucanalsoturnDesignmodeoffandon.Designmodeallowsyou toedityourshopslayoutandtextwhenyouviewthestore(clickthe Viewstorelink).

UserAccounts

Clickthistocreate,configure,manageanddeleteInterspireShopping Cartsusers. Note:Youcanassigndifferentuserprivilegestoeachuser,dependingon thetasksyouwantthemtobeabletoperform.

Tools

Clickthistobackupyourstoredata,importstoresfromothersoftware applications,andexportstorestoothersoftwareapplications.Youcan alsoviewsystemandstaffactionlogs,andviewinformationabout InterspireShoppingCartsserver. Note:Systemlogsarethosecreatedbyeventsinthepublicareaofyour store.Staffactionlogsarethosecreatedbyactionstakenby InterspireShoppingCartsauthorizedusers(thoseyousetupinthe Useraccountsscreens).

Settings

ClickthistoperformtasksrelatedtoInterspireShoppingCartsbackend configuration,suchasthoserelatingtoshipping,tax,currency,checkout, accounting,giftcertificates,andsoon. Note:YoucanalsointegrateInterspireShoppingCartwithother Interspireproducts,suchasInterspireEmailMarketerandInterspire KnowledgeManager.

Logout ViewStore

ClickthistologoutofInterspireShoppingCart.Youwillneedyouruser nameandpasswordtologbackin. Clickthistoviewyourstoreinanewbrowserwindow.Ifdesignmodeis enabled,youcanedityourstoreslayoutandtext. Note:EnableordisabledesignmodeintheStoredesign>Designmode screen.

Help

ClickthistogototheInterspireShoppingCartonlineknowledgebase, whereyoucanreadhelparticlesonallofInterspireShoppingCarts features.

TheNavigationBar
Thenavigationbardisplaysineveryscreen.
Figure 11 TheNavigationBar

THEINTERSPIRESHOPPINGCARTINTERFACE 45 Usethenavigationbartogotoscreenswhereyoucancreate,configureandmanageyour store.

Table 3 TheNavigationBar

Orders

Clickthistoseeamenuthatallowsyoutoview,addandsearchordersfor yourproducts.Youcanalsoviewshipmentsandreturnrequests,and importmultipleordertrackingnumbersfromafileonyourcomputer(or ontheInterspireShoppingCartserver). Clickthistoseeamenuthatallowsyoutoviewandaddcustomerdetails, andtocreatecustomergroups.Youcanalsosearchcustomerdetailsand importmultiplecustomersdetailsfromafileonyourcomputer(oronthe InterspireShoppingCartserver). Note:Customergroupsallowyoutogivediscountstocertaingroupsof people.

Customers

Products

Clickthistoseeamenuthatallowsyoutoviewandsearchtheproductsin yourstore,andaddnewproducts.Youcanalsocreateproductcategories, productvariations,andbrands.Inaddition,youcanmanageproduct reviews. Note:Productvariationsallowyoutolistoneproduct,buttospecifyother similarproducts.Forexample,youcanlistatshirtandthenallow customerstoselectasizeorcolorusingvariations. Note:Productreviewsaresubmittedbyyourcustomers,usingalinkin yourstore.Inordertoavoidinappropriatereviewsinyourstore, InterspireShoppingCartallowsyoutoapproveproductreviews beforetheyappearonyoursite.

WebsiteContent

Clickthistoseeamenuthatallowsyoutoviewandaddnewsitems,and toviewandaddwebsitepages. Note:Newsitemsareaddedtothefrontpageofyourstoreassoonasyou postthem. Note:Youcanselectwhereinyourshopawebsitepagedisplays.

Promotions

Clickthistoseeamenuthatallowsyoutoviewandmanagepromotional banners,couponcodes,andgiftcertificates.Youcanalsoexportalistof clientsemailaddressestoaCSV(CommaSeparatedValue)file.Youcan alsoexportalistofyourproductsthatyoucanthenexporttoGoogle Products. Note:GoogleProducts(formerlyknownasFroogle)allowsGoogleusers tocomparethepricesofsimilarproducts,thedetailsofwhichare uploadedbyvendors.

Statistics

Clickthistoseeamenuthatallowsyoutoviewstatisticsaboutyourstore, orders,products,customersandsearches. Note:Searchstatisticsallowyoutoseewhatyourcustomersenterinto yourstoressearchfunction.

Search...

EnterakeywordintheboxandhitRETURNtosearchyourorders, customersandproducts.

46

THEINTERSPIRESHOPPINGCARTINTERFACE

47

TheHomeScreen
ThischapterdescribesthescreenthatdisplayswhenyoufirstlogintoInterspireShopping Cart,orclicktheHomelinkinthetoolbar.
Figure 12 TheHomeLink

UsingtheHomeScreen
ClickHomeinthetoolbar.

48

THEHOMESCREEN

Figure 13 TheHomeScreen

Table 4 TheHomeScreen

Gettingstartedwith InterspireShopping Cart Iwouldliketo

Thissectiondisplaysalistoftasksthatyoucantaketostartworkingwith InterspireShoppingCartquicklyandeasily.Startingatthetopofthelist, clickthelinksandfollowtheinstructions. Ifthisscreendoesnotdisplay,clickSwitchtogettingstartedlinks. ThissectiondisplayslinkstosomecommonInterspireShoppingCart tasks. Ifthissectiondoesnotdisplay,clickSwitchtoquicklinks. Thissectiondisplaysinformationaboutrecentactivityinyourstore,such asordersandsubmittedreviews. ThissectiondisplaystheversionnumberoftheInterspireShoppingCart softwareyouareusing,andletsyouknowifamorerecentversionis available. Thissectiondisplayslinkstosomeusefularticlesansweringcommon questionsaboutInterspireShoppingCart.

Importantstore notifications Version

Popularhelparticles

Newordersfromyour ThissectiondisplaysthemostrecentordersfromyourInterspire store ShoppingCartstore.Clickanorderslinktoseedetailedinformation abouttheorder(seeViewingandManagingOrdersonpage125). Didyouknow ThissectiondisplaysausefultipaboutusingInterspireShoppingCartor finetuningyourstore. Note:Reloadthescreentoseeanewtip.

49

UsingViews
Aviewisasetofdatathatmatchcriteriayouspecify.Youcancreateanduseviewsto simplifytheprocessofsearchingfordata. Whenyouseeatriangular iconnexttoaheadline,youcanuseviewstonarrowthefield ofthedatathatdisplays.Clicktheiconorthetexttoseetheviewmenu.
Figure 14 ViewMenuExample

Selectanexistingview(identifiedbyan specifications.

icon)tofilterthedataaccordingtotheviews

CreatingaNewView
Takethesestepstocreateanewview: 1 Inaviewmenu,clickCreateanewviewtodefineanewdataview,withthe configurationyouspecify.Ascreensimilartothefollowingdisplays. Note:Thisscreenisonlyanexample;thefieldsthatdisplaydependonthetypeofdatayou arefiltering.

50

USINGVIEWS

Figure 15 CreateaNewViewExample

2 EnteranameintheNamethisviewfield.Thisshouldindicatethefilterthatthisview appliestothedata. 3 Specifythewayyouwanttofilterthedataintheotherfieldsinthisscreen.Thefields thatyouusedependonthetypeofdatayouarefiltering;seetherelevantsectionfor informationonthesefields(forexample,fortheCustomersviewabove,seeViewing andManagingCustomersonpage163). 4 ClickSavetofinishsettingupthenewview.Thedatathatmatchesyourviewdisplays. Alternatively,clickCanceltoreturntothepreviousscreenwithoutcreatingthenew view.

51

II
DESIGNINGYOURSTORE
Thissectioncontainsthefollowingchapters: StoreDesign(53) UsingDesignMode(63) UsingtheStoreEditor(69) TheHTMLEditor(73)

52

53

StoreDesign
ThischapterdiscusseshowtousetheStoredesignlinkinthetoolbar.
Figure 16 TheStoreDesignLink

StoreDesignOverview
YourstoreslookisbasedononeofInterspireShoppingCartsbuiltinstoredesigns.This designcontrolstheimageandtextstylesthatmakeupyourstore.Youcanchoosefroma widevarietyofdesigns,suchasthelayout(indesignmode)andthelogo.Youcanalso performmoretechnicalmodificationstoastoresHTMLcodeintheStoreEditor. Seepage53forinformationonchoosingastoredesign. Seepage63forinformationonmodifyingthelayoutindesignmode. Seepage57forinformationonmodifyingthelogo.

SelectingaStoreDesign
Takethefollowingstepstoselectthedesignyouwanttouse: 1 ClicktheStoredesignlinkinthetoolbar.

54

STOREDESIGN

Figure 17 StoreDesign

2 Browsethedesigns,andselecttheoneyouwanttouse.ClickadesignsShowlarger previewlinktoseeanexamplescreenshotfromastoreusingthedesign.

STOREDESIGN 55
Figure 18 ExampleStorePreview

3 Clickclose,hitESCAPEorclickthepreviewtoclosethewindow. 4 Applythedesigntoyourstorebyclickingthedesign. Note:Whenyoudothis,thedesignisappliedtoyourstoreimmediately.

Figure 19 SelectaDesign

5 ThedesignyouselecteddisplaysintheCurrentstoredesignsectionofthescreen. ClicktheViewyourstorelinkthatdisplaystoopenanewwindow,displayingyour storewiththenewdesignapplied.

Figure 20 DesignSuccessfullyApplied

EditingaStoreDesign
Onceyouhaveselectedastoredesign,youcanedititinthefollowingways:

56

STOREDESIGN

Designoruploadalogoforthestoresheader.SeeConfiguringYourLogoonpage57. Withdesignmodeactive(seeActivatingorDeactivatingDesignModeonpage60),click Viewstoreinthetoolbar.Edittext,draganddropstoreelements,andaccessthestore editor(seeUsingtheStoreEditoronpage69). ConfigurehowyourstoresitemsdisplaybyclickingSettingsinthetoolbar,thenStore settingsandthentheDisplaytab.SeeConfiguringDisplaySettingsonpage318. Edityourstoresfiles,HTMLcodeandCSSstyles.SeeUsingtheStoreEditoronpage 69. CheckwhetheranewerversionofthestoreisavailablefromInterspire.IntheSelecta designscreen,clicktheCheckfornewversionbutton. Ifanupdatedversionisavailable,itdisplays.Ifnot,amessagedisplaysindicatingthe youarealreadyusingthelatestversion.
Figure 21 CheckforUpdatedStoreDesigns

OrderingaCustomStoreDesign
YoucanorderacustomizedstoredesignfromInterspire.Thesedesignsaresearchengine optimized,XHTMLandCSS,createdtoyourspecifications. Toorderacustomstoredesign: 1 ClickStoredesigninthetoolbar. 2 IntheStoredesigntab,clickOrdercustomtemplate.
Figure 22 OrderCustomStoreDesign

3 Followtheinstructionsinthescreenthatdisplays.

STOREDESIGN 57

DownloadingNewStoreDesigns
Interspireregularlycreatesnewstoredesigns,andnewversionsofexistingstoredesigns. Takethefollowingstepstocheckforanddownloadnewstoredesigns: 1 ClickStoredesigninthetoolbar. 2 ClicktheDownloadstoredesignstab.
Figure 23 DownloadStoreDesigns

3 ClickClickheretocheckfornewstoredesigns. Ifnewdesignsareavailable,theyaredownloadedanddisplay.Ifnot,amessage displaysindicatingthatnostoredesignsareavailable.

ConfiguringYourLogo
Youcanchangeyourstoreslogo,whichdisplaysintheheaderofyourstorepages.Youcan configureyourstoreslogointhefollowingways: Useplaintext.YoucaneitherusethewebsitetitleyoualreadyspecifiedintheSettings >Storesettings>Websitesettingsscreen. UseInterspireShoppingCartsbuiltinlogodesignfeature.Thiscreatesatextlogousing textformattingsettingsdependentonthestoredesignyouareusing. Uploadanimagefileyoucreatedearlier. Note:Ifyouuploadanimagefile,bearinmindthattheimagessizeshouldbesmallenough tofitcorrectlyinthestoresheader. Takethefollowingstepstoconfigureyourstorelogo: 1 ClicktheStoredesignlinkinthetoolbar. 2 ClicktheLogosettingstab.

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STOREDESIGN

Figure 24 LogoSettings

3 Configureyourlogointhisscreen:
Table 5 LogoSettings

Logosettings Showtextwhere mylogowillbe displayed Selectthisifyouwanttodisplayaplaintextlogoinastandardfont.The textformattingiscontrolledbythestoredesignyouareusing. TheLogotextfielddisplaysatthebottomofthescreen.

Figure 25 LogoText

SelectUsethewebsitetitleI'vespecifiedonmysettingspageifyou wanttousethetextyoualreadyspecifiedintheSettings>Store settings>Websitesettingsscreen. SelectUsedifferenttextthanmywebsitetitleifyouwanttoenter differentlogotext.Enterthetextinthefieldthatdisplays.

Figure 26 SpecifyLogoText

ClickSavewhenyouhavefinished.Yourstoreusesthenewlogo immediately.

STOREDESIGN 59
Table 5 LogoSettings

Createanewlogo Selectthisifyouwanttocreatealogothatusesartistictext.Youcanuse imageformy oneortwotypesofartistictext.TheLogooptionssectiondisplaysatthe website bottomofthescreen.

Figure 27 LogoOptions

SelectIwanttousealogodesignedspecificallyformystoredesign toenterthetextthatyouwanttouse.
Figure 28 ArtisticTextLogo

TheSelectedlogodisplaystheartistictextlogo. Theartistictextlogocanuseoneortwostyles,asshowninthefigure above.EnterthetextyouwanttodisplayinthefirststyleintheText1 field,andenterthetextyouwanttodisplayinthesecondstyleinthe Text2field. ClickRefreshpreviewimagetorefreshtheSelectedlogo,usingthe textcurrentlyintheText1andText2fields. ClickSavelogoimagetosavethelogoanduseitinyourstore immediately. ClickIwanttochoosealogofromthelogosI'vedownloadedto selectalogothatyoudownloadedfromInterspirepreviously.The availablelogosdisplayinthescreen.ClickSavelogoimagetosavethe logoanduseitinyourstoreimmediately. Uploadalogo imagefrommy computer Clickthisifyouwanttouseyourownimagefile(forexample,your existingwebsiteorbusinesslogo)asyourstorelogo.TheLogoupload sectiondisplaysatthebottomofthescreen.
Figure 29 LogoUpload

ClickBrowse,andlocatetheimagefileyouwanttouse. ClickUploadlogoimagetosavetheimageanduseitinyourstore immediately. Currentsitelogo Thisdisplaysthelogoyoursiteisusingatthemoment.

DownloadingNewLogos
Interspireregularlycreatesnewstorelogos.Takethefollowingstepstocheckforand downloadnewlogos: 1 ClickStoredesigninthetoolbar. 2 ClicktheDownloadlogostab.

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Figure 30 DownloadStoreDesigns

3 ClickClickheretocheckfornewlogos. Ifnewlogosareavailable,theyaredownloadedanddisplay.Ifnot,amessagedisplays indicatingthatnostoredesignsareavailable.

ActivatingorDeactivatingDesignMode
Whendesignmodeisactive,youcanmodifyyourstorestextandlayoutwhenyouclick Viewstoreinthetoolbar.Whendesignmodeisdeactivated,youcantestyourstoreby usingitinexactlythesamemannerasacustomer. Takethefollowingstepstoactivatedesignmode: 1 ClickStoredesigninthetoolbar. 2 ClicktheDesignmodetab.
Figure 31 ActivatingDesignMode

3 SelectYes,enabledesignmodetoactivatedesignmode.Deselectthecheckboxto deactivatedesignmode. 4 ClickSavetomakeyourchange. Note:Formoreinformationaboutusingdesignmode,seeUsingDesignModeonpage63.

DesigningEmails
InterspireShoppingCartusesautomatedHTMLemailstoconveyavarietyofinformationto yourstorescustomers.Takethefollowingstepstoeditthetextandconfigurethelayoutof theseemails:

STOREDESIGN 61 1 ClickStoredesigninthetoolbar. 2 ClicktheEmailtemplatestab.

Figure 32 DesigningEmails

TheFilesizecolumndisplaysthesizeoftheHTMLtemplate,andtheLastupdated fielddisplaysthelasttimeanadministratoreditedthetemplate.Thefollowingtable describeseachFilename:

Table 6 EmailTypes

createaccount_email general_email giftcertificate_email invoice_email low_inventory_email order_status_email

Thisemailissentwhenacustomerregistersatyourstore. Thisatemplatefornonspecificemails. Thisemailissenttotherecipientofagiftcertificatepurchasedfromyour store. Thisemailissenttocustomerswhentheymakeapurchasefromyour store. Thisemailissenttoyouwhenaproductsinventoryreachesitslowlevel warninglevel. Thisemailissenttocustomerswhentheirorderstatusischanged.

ordermessage_notific ThisemailtemplateisusedwhenaInterspireShoppingCartadministrator ation repliestoacustomersorder. page_contact_email ThisemailissenttotheInterspireShoppingCartownerwhenacustomer submitsacontactform.

return_confirmation_ Thisemailissenttoacustomerwhohassubmittedacontactform. email return_notification_e mail ThisemailissenttotheInterspireShoppingCartadministratorwhena customersubmitsareturnrequest.

return_statuschange_ Thisemailissenttocustomerswhohavesubmittedareturnrequest, email whenaInterspireShoppingCartadministratorchangesthestatusofthe request. vendor_payment ThisemailissenttoInterspireShoppingCartvendorswhentheyarepaid.

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STOREDESIGN

3 ClickanemailsEditlink.
Figure 33 EditinganEmail

SeeTheHTMLEditoronpage73forinformationonhowtoedittheemailtemplate. 4 ClickSavetosaveyourchangestothetemplate.Alternatively,clickCanceltoclose theeditingwindowwithoutsavingyourchanges.

63

UsingDesignMode
Designmodeallowsyoutoeditthelayoutandcontentofyourstorewhenyouclickthe Viewstoretabinthetoolbar.Whenyoudothis,youcanlookatyourstoreexactlyasa customerseesit,andmodifythestoreinrealtime. Usingdesignmode,youcanmodifyyourstoreinthefollowingways: Layout:add,draganddropordeleteyourstoreselements. Text:modifythetextoneachstorepage. HTML:Selectastoreelementandedititusingthestoreeditor.Thestoreeditorallows youtoedittheHTMLofeveryaspectofyourstore;seeUsingtheStoreEditoronpage 69. Note:Ifyouwanttousedesignmode,ensurethatitisenabledintheStoredesign>Design modescreen(seeActivatingorDeactivatingDesignModeonpage60). Tousedesignmode,clickViewstoreinthetoolbar.Yourstoresmainpagedisplays. Note:Thescreensshowninthischapterareexamplesonly;yourstorewilllikelybe different.

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USINGDESIGNMODE

Figure 34 ViewStoreinDesignMode

IdentifyingaPageElement
Toseethenameofamoveablepageelement,placeyourmousepointeroveralinkinthe element.Atooltipdisplays,statingtheelementsname.
Figure 35 IdentifyingaPageElement

USINGDESIGNMODE 65

SavingChangesandExitingDesignMode
Usethedesignmodetoolbartosavethechangesyoumadeindesignmode,orclosethe storepreviewwindow.Thistoolbardisplaysinthestorepreviewwindowonlywhendesign modeisenabled.
Figure 36 DesignModeToolbar

ClickSavetosavethechangesyoumadetoyourstoreindesignmode. ClickCanceltoclosethepreviewwindowwithoutsavingthechangesyoumadetoyour storeindesignmode.

EditingYourStoresLayout
Indesignmode,youcanmoveyourstoreselementsfromoneplaceonthepagetoanother. Onlycertainelementsmaybemoved.Whenyoucanmoveanelement,themousepointer turnsintoafourpointedarrow.
Figure 37 FourPointedDragandDropMousePointer

Clicktheleftmousebuttontopickuptheelement,andholditdownasyoumovethe elementtoitsnewposition.
Figure 38 DragPageElement

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USINGDESIGNMODE

Adashedredoutlineshowstheelementyouaremoving.Intheexampleabove,the Categorieselementisbeingmoved. Othermoveablestoreelementsarehighlightedinblue. ADropaboveorbelowmessagedisplaysatthemidpointofeachhighlightedelement. Whenyoureleasetheelementyouaremoving,youdonotneedtodosoprecisely. Merelymovetheelementintothecorrect(vertical)columnandaboveorbelowthemid pointofanotherelement.Whenyoureleasetheleftmousebutton,theelementis placedaboveorbelowtheelementautomatically.

EditingYourStoresText
Youcaneditthetextthatdisplaysinyourstorespages. Bearinmindthatyoucaneditonlythetextinapagethatisnotderivedfromothersources. Forexample,youcanchangethetitleofapageelement(forexample,youcouldchangethe titleoftheNewProductselementtoRecentArrivals,sincethistextispartofthatpage aloneanddoesnotderivefromelsewhere.However,youcouldnoteditthenameofa product(forexample30inchCinemaHDDisplayindesignmode)becausetheproduct detailsarederivedfromelsewhere(theInterspireShoppingCartproductdatabase,inthis case). Note:Intheexampleabove,tochangeaproductsnameyouwouldneedtoeditaproducts entryintheInterspireShoppingCartdatabasebyclickingProductsinthenavigation bar,thenViewproducts,thentheproductsEditlink. Takethefollowingstepstoedittextinoneofyourstorespages: 1 Withdesignmodeactive(seeActivatingorDeactivatingDesignModeonpage60) clickViewstore.Yourstoredisplays. 2 Whenyouplacethemouseovereditabletext,thetextishighlightedinyellow,andthe mousepointerchangestoanIbeam( )texteditingcursor.AClicktoedittooltip displays.
Figure 39 ClicktoEdit

3 Clickthetext.Thedisplaytextbecomesatextfield.
Figure 40 EditingDisplayText

4 Enterthenewtextyouwanttouse,thenclickSave.Alternatively,clickCanceltoleave thetextunchanged. Thenewtextdisplaysinyourstore.

USINGDESIGNMODE 67
Figure 41 NewText

EditingYourStoresHTML
YoucaneditHTMLcodethataffectsyouwholestore,apage,orapageelement,indesign mode.RightclicktheelementwhoseHTMLyouwanttoedit.IfyouwanttoeditHTMLthat affectsyourwholestore,orawholepage,clickanywhereonthepage.
Figure 42 RightClickinDesignMode

Note:TheEditpanelandRemovepaneloptionsdisplayonlywhenyourightclicka moveablepageelement(seeEditingYourStoresTextonpage66). ClickEditpaneltoopenthestoreeditorattheentryforthepageelementoverwhich youclicked. ClickRemovepaneltodeletethepageelementoverwhichyouclicked. ClickEditlayouttoopenthestoreeditorattheLayoutentryforthepage. ClickEditstylesheettoopenthestoreeditoratthestyles.cssfileforyourstore. SeeUsingtheStoreEditoronpage69forinformationonusingthestoreeditortoedityour storesHTML.

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USINGDESIGNMODE

69

UsingtheStoreEditor
ThestoreeditorallowsyoutoedittheHTMLofyourstoreselements. Toopenthestoreeditor,accessdesignmode(seeUsingDesignModeonpage63).Right clickoverapageelementandselectEditpanel,EditlayoutorEditstylesheetfromthe menuthatdisplays.Thestoreeditordisplaysinanewwindow. Note:Thecodethatdisplaysinthestoreeditordependsonthepageyouareediting,and theoptionyouchoseinthemenu.

StoreEditorOverview
Thestoreeditoriscomprisedoffourparts:
Figure 43 TheStoreEditor

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USINGTHESTOREEDITOR

ForinformationontheTools,seepage70. ForinformationontheSupportingFiles,seepage70. ForinformationontheTemplateFiles,seepage71. ForinformationontheCode,seepage71.

Tools
Usethestoreeditortoolstosaveyourchangestoafile,closethestoreeditor,quicklyaccess recentlyopenedfiles,andswitchcodelinenumberingandcodehighlightingonoroff.
Figure 44 StoreEditorTools

Table 7 StoreEd itorTools

Save

Clickthistosavethechangesyoumadetothefileyouarecurrently editing. Whenthefileissuccessfullysaved,aconfirmationmessagedisplays.

Figure 45 FileSuccessfullyUpdated

Cancel Close&update Toggleeditor Recentfiles

Clickthistoclosethestoreeditorwithoutsavingthechangesyoumadeto thefileyouarecurrentlyediting. Clickthistoclosethestoreeditorandreloadyourstore. Clickthistodisplayorhidecodelinenumberingandsyntaxhighlighting. Clickthistoseealistofthefilesinyourstorethatyouviewedrecently. Clickafilenameinthelisttoviewthefile.

SupportingFiles
Thesupportingfilessectionofthestoreeditordisplaysthefilesthatthetemplatefileyou areviewing(seeTemplateFilesonpage71)uses.
Figure 46 StoreEditorSupportingFiles

Thefilelistcontainstwotypesoffile: Panels:thesearepartsofthestorepagethatdisplayonacustomersscreen. Snippets:thesearesmallpiecesofcodethatassistcertainpagespecificfunctions. ClickafiletoseeandedititscodeintheCodesection(seeCodeonpage71).

USINGTHESTOREEDITOR 71

TemplateFiles
Thetemplatefilelistdisplaysthefilenameofeachfileyourstoreuses.
Figure 47 StoreEditorTemplateFiles

Note:ThehighlightedfileindicatesthefilecurrentlydisplayedintheCodewindow(see Codeonpage71). Yourstoreusesfourtypesoffile: Stylesheets:thesearecascadingstylesheet(CSS)filesthatcontrolthetexttypesand stylesofyourpages,andotherstylisticsettings. Layouts:thesearefilesthatdefinehoweachpagedisplays. Panels:thesearepartsofthestorepagethatdisplayonacustomersscreen. Snippets:thesearesmallpiecesofcodethatassistcertainpagespecificfunctions.

Code
ThecodewindowdisplaystheHTMLcodeofthefileyouselectintheSupportingfilesor Templatefileslist.
Figure 48 StoreEditorCode

Thenameofthefileyouareviewingdisplaysatthetopofthecodewindow. Thecodessyntaxishighlighted,anditslinesarenumbered,whentheToggleeditor buttonishighlighted.

72

USINGTHESTOREEDITOR

Whenyouhavefinishededitingthecode,ensurethatyouclicktheSavebutton(orthe Close&updatebutton)tosaveyourchanges.Alternatively,clickCancelifyoudonotwant tosavethechangesyoumade.

73

TheHTMLEditor
InterspireShoppingCartprovidesafullfeaturedWYSIWYG(WhatYouSeeIsWhatYou Get)HTMLeditor,includinganHTMLcodeeditorandpreviewfunction. Usetheseeditorstocreateandmodifywebpages,HTMLemails,newsitems,product details,andotherHTMLfeatures. Note:Seetherelevantsectionofthisusersguideforinformationonhowtoreachthe editingscreenforeachtypeofHTMLfeature.

UsingtheHTMLEditor
InterspireShoppingCartsbuiltinHTMLeditorisanHTMLdesigntoolthatallowsyouto easilycreateandmodifyyourHTMLdocuments.YoucanusetheWYSIWYGeditingtool, workdirectlywithHTMLcode,andpreviewyourcontent.

HTMLEditorOverview
TheHTMLeditorisdividedintothreesections.
Figure 49 HTMLEditorOverview

UseDesignToolstocontrolhowtextandimagesdisplay,importmaterial,create hyperlinksandavarietyofothertasks.SeeUsingDesignToolsonpage74formore information.

74

THEHTMLEDITOR

UsetheEditingWindowtocontroltextandimageplacement,andwriteyour documentstextcontent.SeeUsingtheEditingWindowonpage107formore information. UseTabstoswitchbetweentheEditingWindow,theSourceWindowandthePreview Window,andtoshoworhidetheadvancedDesignTools.Youcanalsoseeandselect theHTMLtagsthatrelatetoaselectionintheWYSIWYGeditor.SeeUsingTabson page111formoreinformation.

UsingDesignTools
TheDesignToolsallowyoutoediteveryaspectofyourHTMLdocument. Note:Notallfieldsareavailableforalldocuments. Note:NotallelementsshownheredisplayinSimplemode.Toviewallelements,click Completemodeatthebottomofthescreen.SeeUsingTabsonpage111.
Figure 50 HTMLDesignTools

Table 8 HTMLDesignTools

Fullscreenmode

ClickthistoexpandtheHTMLeditortooccupythefull browserwindow.Wheninfullscreenmode,clickthisicon againtoreturntowindowedmode. Clickthistoundothelastchangeyoumadetothedocument. Clickthistorepeatthelastchangeyoumadetothe document. Clickthistoplacethecontentsoftheclipboardintothe documentattheinsertionpoint. Ifyouwanttopasteanimageorformattedtext,select Paste. Ifyouwanttopastetext,whileremovingtextformatting, selectPasteasPlainText. IfthecontentsoftheclipboardweretakenfromMicrosoft Word,selectthePastefromMSWordoption.This removesformattingtags.

Undo Redo Paste

THEHTMLEDITOR 75
Table 8 HTMLDesignTools(continued)

Findandreplace

Clickthistofindandreplacespecifictext.TheFind/Replace windowdisplays.
Figure 51 TheFind/ReplaceWindow

EnterthetermyouwanttofindintheFindwhatfield.If youwanttoreplacethetextwithanotherterm,enteritin theReplacewithfield. Ifyouwantyoursearchtobecasesensitive(forexample, SearchTermisnotthesameassearchterm),select Matchcase. Ifyouwanttosearchforcompletewordsonly(soasearch forseadoesnotreturnamatchforsearch),select Matchwholewordonly. ClickFindNexttosearchforthetermyouenteredinthe Findwhatfield. ClickReplacetoreplacethehighlightedtextwiththeterm youenteredintheReplacewithfield. ClickReplaceAlltofindeveryinstanceofthesearchterm youenteredintheFindwhatfield,andreplacethemwith thetermyouenteredintheReplacewithfield. ClickClosetoclosetheFind/Replacewindow.

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Table 8 HTMLDesignTools(continued)

Checkspelling

Clickthistocheckthespellingofthetextinyourdocument. Ifyouselecttextbeforeclickingthisicon,onlytheselected textischecked. Ifyoudonotselectanytextbeforeclickingthisicon,allthe textinthedocumentischecked. InterspireShoppingCartchecksthetext.Anywordsthat appeartobespelledincorrectlyarehighlighted.Clicka highlightedwordtoseesomesuggestions.

Figure 52 CheckSpelling

Clickasuggestiontoreplacethemisspelledwordwiththe suggestedword. ClickIgnoretomoveontothenextword,orclickIgnore Alltofinishthespellcheck. Ifyouwanttoallowahighlightedwordinfuturespell checks,clickAddtoDictionary. Bold Underline Italic Insertorderedlist Clickthistoboldtheselectedtextor,ifthetextisalready bolded,toremovebolding. Clickthistounderlinetheselectedtextor,ifthetextisalready underlined,toremovetheline. Clickthistoitalicisetheselectedtextor,ifthetextisalready italic,toremovetheitalics. Clickthistoinsertanumberedlist.Ifyouselectparagraphs alreadyinthedocumentandclickthis,thetextisconvertedto anumberedlist. Clickthistoinsertabulletedlist.Ifyouselectparagraphs alreadyinthedocumentandclickthis,thetextisconvertedto abulletedlist. Selecttextinthedocumentandthenclickthistoalignthetext totheleftsideofitstextbox. Selecttextinthedocumentandthenclickthistoalignthetext tothecenterofitstextbox. Selecttextinthedocumentandthenclickthistoalignthetext totherightsideofitstextbox.

Insertunorderedlist

Alignleft Aligncenter Alignright

THEHTMLEDITOR 77
Table 8 HTMLDesignTools(continued)

Justify Help Removetext formatting Increaseindent Decreaseindent Subscript Superscript Insertlink

Selecttextinthedocumentandthenclickthistoalignthetext toboththeleftandrightsidesofitstextbox. ClickthistoseeonlinehelpfortheHTMLeditorfromthe InterspireShoppingCartknowledgebase. Selecttextandclickthistoreturnthetexttoitsdefaultstate. Selecttextandclickthistoincreasethespacebetweenthe textandtheleftsideofitstextbox. Selecttextandclickthistodecreasethespacebetweenthe textandtheleftsideofitstextbox. Selecttextandclickthistoreducethetextinsizeanddropit belowtheregularlevel. Selecttextandclickthistoreducethetextinsizeandraiseit abovetheregularlevel. Selecttext,thenclickthistoturnthetextintoahyperlink.The Linkscreendisplays. SeeCreatingandEditingHyperlinksonpage82formore information. Selecttext,thenclickthistoturnthetextintoalinkthata customercanclicktosendanemailtotheaddressthatyou specify. SeeCreatingandEditingEmailLinksonpage85formore information.

Createemaillink

Insert/modifyanchor Clickthistoinsertananchorattheinsertionpoint. Selectanexistinganchorandclickthistoedittheanchors name. Awindowdisplays.EnterthenewAnchorNameandclickOK. Tablefunctions Clickthistoseeamenuthatallowsyoutocreateandmodify HTMLtables. SeeCreatingandEditingTablesonpage96formore information. Clickthistoseeamenuthatallowsyoutocreateandmodify HTMLforms. SeeInsertingandEditingFormsonpage100formore information. Selectthefontfamilythatyouwanttousefortheselected text.Ifnotextisselected,thechangeaffectstheentire paragraph. Selectthefontsizethatyouwanttousefortheselectedtext. Ifnotextisselected,thechangeaffectstheentireparagraph. Selecttheheadingstylethatyouwanttousefortheselected text.Ifnotextisselected,thechangeaffectstheentire paragraph. Selecttextandclickthistoassignthecolorthatdisplaystothe text. Toviewacolorpicker,clickthetriangulariconnexttothe button.Clickacolortoassignthecolortothetext. Ifyouwanttouseacolorthatdoesnotdisplayinthelist,click MoreColors.Anadvancedcolorpickerdisplays.Selectthe coloryouwanttouse,enteritsRGB(Red,Green,Blue)values, orenteritshexvalue,andclickOK.

Formfunctions

Fontname

Fontsize Format

Fontcolor

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Table 8 HTMLDesignTools(continued)

Highlight

Selectthisandclickthistohighlightthetext.Highlightingtext addsacoloredbackgroundtothetext. Toviewacolorpicker,clickthetriangulariconnexttothe button.Clickacolortoassignthecolortothetext background. Ifyouwanttouseacolorthatdoesnotdisplayinthelist,click MoreColors.Anadvancedcolorpickerdisplays.Selectthe coloryouwanttouse,enteritsRGB(Red,Green,Blue)values, orenteritshexvalue,andclickOK. Clickthistoaddahorizontallineattheinsertionpoint.Ifthe insertionpointisinaparagraph,theparagraphissplitinto two. Clickthistoinsertanonstandardcharacter.Selectthe characterthatyouwanttoinsertinthewindowthatdisplays. Clickthistoinsertalinktoaproduct,category,brandorpage fromyourstore.SeeUploadingFilestotheInterspire ShoppingCartServeronpage84formoreinformation. Clickthistouploadanimage,flashanimationorothermedia filetotheInterspireShoppingCartserverandinsertitatthe insertionpoint. Selectanexistingimagetoedititsproperties. SeeInsertingandEditingImagesonpage86formore information.

Inserthorizontalline

Insertcharacter Linktostore

Insertormodifyan image

AddingaLinktoYourStore
UsetheLinktostorescreentoinsertahyperlinktoaproduct,category,brandorHTML pagefromyourstore. ToaccesstheLinktoStorescreen,clicktheLinktoStore( )iconintheHTMLeditor (seeUsingtheHTMLEditoronpage73).TheLinktostorescreensLinktoProducttab displaysbydefault. Seepage78forinformationoncreatingalinktoaproductinyourstore. Seepage79forinformationoncreatingalinktoacategoryofproductsinyourstore. Seepage80forinformationoncreatingalinktoabrandofproductsinyourstore. Seepage81forinformationoncreatingalinktoapageinyourstore.
Link to Product

Usethistabtocreatealinktooneoftheproductsinyourstore.

THEHTMLEDITOR 79
Figure 53 LinktoStore:LinktoProduct

Dooneofthefollowing: SelecttheproducttowhichyouwanttolinkintheSearchbyCategorysection. EnteratermforwhichyouwanttosearchintheSearchbyproductnamefieldandhit ENTER.Alistofmatchingproductsdisplays;selectaproduct. ClickInsertlink.Thenewlinkdisplaysatthecursorsinsertionpoint.Alternatively,click Canceltoclosethewindow.

Link to Category

Usethistabtocreatealinktoacategoryofproductsinyourstore. Note:Youcanlinkonlytocategoriesthatyoualreadycreated.Createcategoriesinthe Products>Productcategoriesscreen.

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THEHTMLEDITOR

Figure 54 LinktoStore:LinktoCategory

AlltheproductcategoriesyousetupinInterspireShoppingCartdisplay.Selectacategory andclickInsertlink.Thenewlinkdisplaysatthecursorsinsertionpoint.Alternatively,click Canceltoclosethewindow.

Link to Brand

Usethistabtocreatealinktoalistofallproductsbelongingtothesamebrandinyour store. Note:Youcanlinkonlytobrandsthatyoualreadyconfigured.Configurebrandsinthe Products>Viewbrandsscreen.

THEHTMLEDITOR 81
Figure 55 LinktoStore:LinktoBrand

AllthebrandsyousetupinInterspireShoppingCartdisplay.SelectabrandandclickInsert link.Thenewlinkdisplaysatthecursorsinsertionpoint.Alternatively,clickCanceltoclose thewindow.

Link to Page

Usethistabtocreatealinktooneofyourstoreswebpages.

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THEHTMLEDITOR

Figure 56 LinktoStore:LinktoPage

Allyourstoreswebpagesdisplay.SelectapageandclickInsertlink.Thenewlinkdisplays atthecursorsinsertionpoint.Alternatively,clickCanceltoclosethewindow.

CreatingandEditingHyperlinks
UsetheLinkscreentocreateandedithyperlinksthatallowuserstoclickthroughtoweb pagesontheInternetorfilesstoredontheInterspireShoppingCartserver. Note:ThefiletowhichyouarelinkingmustbeavailableontheInternet.Ifyouarelinkingto afilethatisnotalreadyavailableontheInternet,youcanmakeitavailableby uploadingittotheInterspireShoppingCartserver.SeeUploadingFilestothe InterspireShoppingCartServeronpage84. Note:Forinformationonlinksthatallowacustomertosendanemail,seeCreatingand EditingEmailLinksonpage85. ToaccesstheLinkscreen,clicktheInsertLink( HTMLEditoronpage73). )iconintheHTMLeditor(seeUsingthe

THEHTMLEDITOR 83
Figure 57 TheLinkScreen

UsethelistoffoldersontheleftofthescreentochooseafilealreadyontheInterspire ShoppingCartserver. IfyouwanttolinktoanexistingwebpageontheInternet,enterthefullURLintheLink Locationfield. SeeSpecifyingWindowTypeonpage83forinformationonspecifyingthetypeof windowinwhichthelinkopens. SeeUploadingFilestotheInterspireShoppingCartServeronpage84forinformation onhostinglinkedfilesontheInterspireShoppingCartserver. Thefollowingtabledescribesthelabelsnotdiscussedintheabovementionedsections.

Table 9 TheLinkScreen:CommonFields

Anchor

Ifthedocumentcontainsnamedanchors,selectthedestinationanchor fromthelist.Whenacustomerclicksthelink,thepagedisplayswiththe anchorslocationatthetopofthescreen. Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethelink displayusingtheselectedstyle. Onceyouhavesetupyourhyperlink,clickthistoplacethelinkinyour document. Ifyouareeditingahyperlink,clickthistoremovethelink.Theplaintext remainsinyourdocument. ClickthistoclosetheLinkscreenwithoutsavinganychanges.

Style Insertlink Removelink Cancel

Specifying Window Type

Ifyouwanttospecifythetypeofwindowinwhichthelinkopens,selectanoptioninthe TargetWindowfield.TheHTMLcodedisplaysinthefieldtotheleft.
Table 10 TheLinkScreen:TargetWindowOptions

None Sameframe

NoHTML _self

Selectthisifyoudonotwanttospecifythetypeofwindowin whichthelinkopens. Selectthistohavethelinkopeninthesamewindowasthe originalHTMLcontent.IftheoriginalHTMLcontentuses frames,thenewfileopensinthesameframeasthelink.

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Table 10 TheLinkScreen:TargetWindowOptions

Wholepage

_top

Selectthistohavethelinkopeninthewholepageofthe originalHTMLcontent.IftheoriginalHTMLcontentuses frames,thenewfileremovestheframes. Selectthistohavethelinkopeninanewbrowserwindow. Selectthistohavethelinkopenintheparentframeset.Use thisoptionwhentheoriginalHTMLcontentusesmultiple framesets.

Newwindow Parentframe

_blank _parent

UploadingFilestotheInterspireShoppingCartServer
IfyouwanttolinktoorembedafilethatisnotalreadyavailableontheInternet(suchasan image,aflashanimationoranHTMLfileonyourcomputer),usethefilelistontheleftof theLinks,Images,FlashorMediascreen.Whenyouuploadafilefromyourcomputerto thislistitisautomaticallyhostedontheInterspireShoppingCartserver,andcanbe accessedovertheInternet. UsetheLinksscreentouploadfilesyouwantacustomertoaccessviaahyperlink.See CreatingandEditingHyperlinksonpage82. UsetheImages,FlashorMediascreentouploadimages,flashorothermediafilesyou wanttoembedinyourdocument.SeeInsertingandEditingImagesonpage86. Forinformationoninsertingandeditingimages,seepage86. Forinformationoninsertingandeditingflash(.swf)animations,seepage90. Forinformationoninsertingandeditingothermediafiles,seepage94.
Table 11 LinkandImagesScreens:UploadingFilesandImages

UploadFile

Enterthefilepathofthefileonyourcomputerthatyou wanttouploadtotheInterspireShoppingCartserver. Alternatively,usetheBrowsebuttontolocatethefile. Clickthistolocateafileyouwanttouploadtothe InterspireShoppingCartserver. AFileUploadwindowdisplays.Locatethefileandclick Open.Then,clickGotouploadthefile. Onceyouhaveselectedafiletoupload(thefilepath displaysintheUploadFilefield)clickthistouploadthe file. Clickthistoseetwomorefieldswhereyoucanupload morefiles.ClickeachfieldsBrowsebuttontoselectthe fileyouwanttoupload. Clickthistocreateanewfolderforuploadedfilesonthe InterspireShoppingCartserver.Thecurrentdirectory pathdisplaysabovethelist. Awindowdisplaysinwhichyoucannamethenewfolder. EnterthenewnameandclickOK.

Browse

Go

Uploadmorefiles

Newfolder

Renameselectedfile/ Selectafileorfolderandclickthistorenamethefileor folder folder. Note:Clickafoldersicontoselectit. Awindowdisplaysinwhichyoucanrenamethefolder. EnterthenewnameandclickOK.

THEHTMLEDITOR 85
Table 11 LinkandImagesScreens:UploadingFilesandImages

Deleteselectedfile/ folder

Selectafileorfolderandclickthistoremovethefileor folder. Note:Ifyoudeleteafolder,allfilesandsubfolderswithin thefolderarealsodeleted.

Previewselectedfile

Selectafileandclickthistoseeapreviewofthefile.A newwindowopens,displayingthefile.Closethewindow toreturntotheLinkscreen. Note:ThisicondisplaysonlyintheLinkscreen.

Downloadselected file

Selectafileandclickthistodownloadthefiletoyour computer. Note:ThisicondisplaysonlyintheLinkscreen.

Togglethumbnails

Clickthistoshoworhideimagethumbnails. Note:ThisicondisplaysonlyintheImagesscreens.

Setimageas background

Selectanimageandclickthistousetheimageasthe backgroundforyourdocument.Iftheimageisnotthe samesizeasthedocument,itisrepeated(tiled). Note:ThisicondisplaysonlyintheImagesscreens.

CreatingandEditingEmailLinks
UsetheEmailLinkscreentocreateandeditlinksthatcustomerscanclicktosendanemail totheaddressthatyouspecify.EmaillinksusetheHTMLmailtocommand.Takethe followingstepstocreateoreditanemaillink: 1 Tocreateanewemaillinkinyourdocument,selecttextintheHTMLeditor(seeUsing theHTMLEditoronpage73)andclicktheCreateemaillinkbutton( ). Toeditanexistingemaillink,selectthelinkinthedocumentandclicktheCreate emaillinkbutton. TheEmailLinkscreendisplays.

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Figure 58 TheEmailLinkScreen

2 EntertheEmailAddresstowhichyouwanttheemailtobesent. 3 Ifyouwanttospecifytheemailsubject,enterthesubjectlineintheSubjectfield. 4 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethelinkdisplay usingtheselectedstyle. 5 ClickInsertLinktoplacetheemaillinkinyourdocument. Alternatively,clickRemoveLinktoreturntheselectedtextinyourdocumenttoits defaultstate. ClickCanceltoclosetheEmailLinkscreenwithoutsavinganychanges. TheemaillinkdisplaysintheHTMLeditor.

InsertingandEditingImages
UsetheInsertimagesscreensImagesscreentoinsertoreditanimageinyourdocument. Toinsertanimage,accesstheHTMLeditor(seeUsingtheHTMLEditoronpage73). Placetheinsertionpointwhereyouwanttheimagetoappear,thenclicktheInsertor modifyanimagebutton( ).TheImagestabdisplaysbydefault. Toeditanimage,accesstheHTMLeditor.Selecttheimageyouwanttoedit,thenclick theInsertormodifyanimagebutton.TheImagestabdisplaysbydefault. Youcanalsoresize,draganddropimagesintheeditingwindow.SeeUsingtheEditing Windowonpage107. Note:InterspireShoppingCartallowsyoutousethefollowingimagetypesinyour document:bitmap(.bmp),graphicsinterchangeformat(.gif),JPEG(.jpg),portable networkgraphics(.png),taggedimagefileformat(.tifor.tiff).

THEHTMLEDITOR 87
Figure 59 ImagesScreen:Images

ImagesinyourdocumentsmustbeuploadedtotheInterspireShoppingCartserver,or availableelsewhereontheInternet.Usethefieldsontheleftsideofthisscreentoupload imagestotheInterspireShoppingCartserver,andconfiguretheserversfilestructure.See UploadingFilestotheInterspireShoppingCartServeronpage84forinformationonthese fields. Thefollowingtablediscussesthefieldsontherightsideofthisscreen.

Table 12 ImagesScreen:Images

Externalimage

IftheimageyouwanttoinsertisavailableontheInternet,butnotonthe InterspireShoppingCartserver,enterthefullURLhere(http:// www.examplesite.com/exampleimage.jpg,forinstance). EnteranimagesURLintheExternalimagefieldandclickthistodisplay theimageintheimagefieldbelow. ThisicondisplaysonceyouhaveselectedanimagefromtheInterspire ShoppingCartserver,orenteredaURLintheExternalimagefieldand clickedLoad. Clickthisicontoopenanewbrowserwindow,displayingtheselected imageatfullsize. Enterthetextthatdisplaysiftheimageisunavailable(forexample,ifthe serverisoffline). Specifythewidthoftheborderaroundtheimage.Enter0 ifyoudonot wantaborderaroundtheimage. Note:Tochangethebordercolor,inserttheimageandthenusetheFont colortool( )toselectthenewbordercolor.

Load Viewpreviewinnew window( )

Alttext Border

Width

Specifythewidthoftheimageinpixels. Note:Thisfieldisconfiguredautomaticallywhenyouselectorloadan image;youdonotneedtochangeitifyoudonotwanttoresizethe image.

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Table 12 ImagesScreen:Images(continued)

Height

Specifytheheightoftheimageinpixels. Note:Thisfieldisconfiguredautomaticallywhenyouselectorloadan image;youdonotneedtochangeitifyoudonotwanttoresizethe image.

Horizspace Vertspace

Entertheamountofemptyspacetoleftandrightoftheimageinpixels. Entertheamountofemptyspaceaboveandbelowtheimageinpixels.

THEHTMLEDITOR 89
Table 12 ImagesScreen:Images(continued)

Align

Selectwheretheimageshoulddisplayinrelationtotheparagraphoftext inwhichitisplaced.BearinmindthatnotallHTMLviewersdisplay alignedimagesinexactlythesameway. Baseline:thisalignstheimagewiththebaselineofthetext.

IM AG E IM AG E IM AG E IM AG E IM AG E IM AG E
IM AG E

The quick brown fox jumps over the lazy dog.

Top:alignstheimagewiththetopofthetallestpossiblelettersintheline oftext(eveniftherearenotallletters).

war games

Middle:inmostbrowsers,thisalignsthebaselineofthelineoftextwith themiddleoftheimage.
IM AG E IM AG E

The quick brown fox jumps over the lazy dog.

However,insomebrowsersthisalignsthemiddleofthetextwiththe middleoftheimage(likeABSmiddle).

The quick brown fox jumps over the lazy dog.

Bottom:thisbehavesthesameasBaseline.

The quick brown fox jumps over the lazy dog.

Insomeolderbrowsers,bottomreferredtotheabsolutebottomofthe text(includingletterswithtails,suchasgandy). TextTop:thisisverysimilartoTop.Thisalignstheimagewiththetallest actuallettersinthelineoftext.

war games

ABSmiddle:thisalignsthemiddleofthetextwiththemiddleofthe image.

The quick brown fox jumps over the lazy dog.

ABSbottom:thisalignsthebottomoftheimagewiththeabsolute bottomofthetext,includingletterswithtails,suchasgandy.

The quick brown fox jumps over the lazy dog.

Left:thisplacestheimageattheleftmargin.Textflowsaroundthe image.
The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog.

Right:thisplacestheimageattherightmargin.Textflowsaroundthe image.
The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog.
IM AG E

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Table 12 ImagesScreen:Images(continued)

Style Title

Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethe imagedisplayusingtheselectedstyle. Enteratitlefortheimage.InmostHTMLviewers,thisdisplayswhenthe customerplacesthemousepointerovertheimage. Note:Ifyouwantnothingtodisplaywhenthecustomerplacesthemouse pointerovertheimage,leavethisblank.

Resetproperties

Clickthistoreturntheimagepropertiestotheirdefaultvalues. TheimagesWidthandHeightreturntotheirfullsizevalues. Anyinformationinthefollowingfieldsisdeleted:Alttext,Border,Horiz space,Vertspace,Align,StyleandTitle. ClickthistoopentheimageinanewwindowandedititusingtheSnipshot onlineimageeditingtool. Atthetimeofwriting,thistoolallowsyouto: Resizetheimage. Croptheimage. Enhancetheimage. Adjusttheimagesaspectratio,tilt(horizontalangle),exposure, contrast,saturation,hueandsharpness. Rotatetheimage. Turnacolorimagetogreyscale. Seewww.snipshot.comformoreinformation. Note:Thisfielddisplaysonlywhenyouareinsertinganewimage.

Editimage

Insertimage

Clickthistoplacetheimageintoyourdocumentattheinsertionpoint. Note:Thisfielddisplaysonlywhenyouareinsertinganewimage.

Modifyimage

ClickthistosaveyourchangestotheimageandreturntotheHTML editor. Note:Thisfielddisplaysonlywhenyouareeditinganexistingimagein yourdocument.

Cancel

ClickthistoclosethiswindowandreturntotheHTMLeditorwithout savingyourchanges.

InsertingandEditingFlashAnimations
UsetheInsertimagesscreensFlashtabtoinsertoreditaflashanimationinyour document. Toinsertaflashanimation,accesstheHTMLeditor(seeUsingtheHTMLEditoronpage 73).Placetheinsertionpointwhereyouwanttheanimationtoappear,thenclickthe Insertormodifyanimagebutton( ).ClicktheFlashtab. Toeditaflashanimation,accesstheHTMLeditor.Selecttheanimationyouwantto edit,thenrightclicktheanimation.SelectModifyflashproperties.

THEHTMLEDITOR 91
Figure 60 ModifyFlashProperties

Youcanalsoresize,draganddropflashanimationsintheeditingwindow.SeeUsingthe EditingWindowonpage107.
Figure 61 ImagesScreen:Flash

FlashanimationsinyourdocumentsmustbeuploadedtotheInterspireShoppingCart server,oravailableelsewhereontheInternet.Usethefieldsontheleftsideofthisscreento uploadimagestotheInterspireShoppingCartserver,andconfiguretheserversfile structure.SeeUploadingFilestotheInterspireShoppingCartServeronpage84for informationonthesefields. Thefollowingtablediscussesthefieldsontherightsideofthisscreen.

Table 13 ImagesScreen:Flash

Loop

SelectTruetolooptheflashanimation(playitrepeatedly). SelectFalsetoplaytheanimationonlyonce. Note:Whenyouselectthis,theanimationispausedonthelastframe onceitisfinished.

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Table 13 ImagesScreen:Flash(continued)

Align

Selectwheretheflashanimationshoulddisplayinrelationtothe paragraphoftextinwhichitisplaced.BearinmindthatnotallHTML viewersdisplayalignedflashinexactlythesameway. Baseline:thisalignstheanimationwiththebaselineofthetext.

FL AS H FL AS H FL AS H SW F SW F SW F sw f
SW F

The quick brown fox jumps over the lazy dog. war games

Top:alignstheanimationwiththetopofthetallestpossiblelettersinthe lineoftext(eveniftherearenotallletters).

Middle:inmostbrowsers,thisalignsthebaselineofthelineoftextwith themiddleoftheanimation.

The quick brown fox jumps over the lazy dog.

However,insomebrowsersthisalignsthemiddleofthetextwiththe middleoftheanimation(likeABSmiddle).
SW

The quick brown fox jumps over the lazy dog.

Bottom:thisbehavesthesameasBaseline.

The quick brown fox jumps over the lazy dog.

Insomeolderbrowsers,bottomreferredtotheabsolutebottomofthe text(includingletterswithtails,suchasgandy). TextTop:thisisverysimilartoTop.Thisalignstheanimationwiththe tallestactuallettersinthelineoftext.

war games

ABSmiddle:thisalignsthemiddleofthetextwiththemiddleofthe animation.

The quick brown fox jumps over the lazy dog.

ABSbottom:thisalignsthebottomoftheanimationwiththeabsolute bottomofthetext,includingletterswithtails,suchasgandy.

The quick brown fox jumps over the lazy dog.

Left:thisplacestheanimationattheleftmargin.Textflowsaroundthe animation.
The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog.

Right:thisplacestheanimationattherightmargin.Textflowsaroundthe animation.
The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog.
SW F

THEHTMLEDITOR 93
Table 13 ImagesScreen:Flash(continued)

Flashwidth

Specifythehorizontaldimensionoftheanimationcontainer. Note:Thisfieldisconfiguredautomaticallywhenyouselectorloadan image;youdonotneedtochangeitifyoudonotwanttoresizethe image.

Flashheight

Specifytheverticaldimensionoftheanimationcontainer. Note:Thisfieldisconfiguredautomaticallywhenyouselectorloadan image;youdonotneedtochangeitifyoudonotwanttoresizethe image.

Horizspacing Vertspacing Quality Scale

Entertheamountofemptyspacetoleftandrightoftheanimationin pixels. Entertheamountofemptyspaceaboveandbelowtheanimationin pixels. Selecttheimagequalityfortheflashanimation. Thisdefineshowtheanimationdisplaysintheanimationcontainer specifiedbytheFlashwidthandFlashheightfields. SelectShowalltomaketheentireanimationvisible,maintainingthe animationsaspectratioandpreventingdistortion.Bordersofthe backgroundcolormayappearontwosidesoftheanimation. SelectNobordertomaketheentireanimationvisible,maintainingthe animationsaspectratioandpreventingdistortion.Portionsofthe animationmaybecropped. SelectExactfittohavetheanimationentirelyfillthespecifiedarea. However,theaspectratiooftheSWFfileisnotmaintainedand distortionmayoccur. Thisdefinestheanimationswindowmode. SelectWindowtohavetheanimationplayinitsownrectangular windowonthepage. SelectOpaquetohavetheanimationhidethewebpagebehindit. SelectTransparenttohavethebackgroundoftheHTMLpageshow throughtransparentareasoftheanimation. Note:IfyouselectTransparent,animationperformancemaybeadversely affected.

Wmode

Resetproperties

Clickthistoreturntheimagepropertiestotheirdefaultvalues. TheimagesWidthandHeightreturntotheirfullsizevalues. Anyinformationinthefollowingfieldsisdeleted:Alttext,Border,Horiz space,Vertspace,Align,StyleandTitle. ClickthistoinserttheanimationintoyourHTMLdocumentationand returntotheHTMLeditor. ClickthistosaveyourchangestotheanimationandreturntotheHTML editor. Note:Thisfielddisplaysonlywhenyouareeditinganexistinganimationin yourdocument.

InsertFlash ModifyFlash

Cancel

ClickthistoclosethiswindowandreturntotheHTMLeditorwithout savingyourchanges.

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InsertingandEditingOtherMedia
ShoppingcartallowsyoutouploadandusethefollowingmediafiletypesinyourHTML documents: MPEG(.mpegor.mpg) MPEG1(.m1v) MPEGAudioStream,LayerII(.mp2) MPEGCompressedAudio(.mpa) MPEGmovie(.mpe) AudioVideoInterleavemovie(.avi) WindowsMediaVideo(.wmv) WavePCMsoundfile(.wav) Compressedaudiomusicfile(.mp3) WindowsMediaAudio(.wma) AppleQuickTimedigitalmoviefile(.mov) MIDIsequentionsound(.midi) Note:Mediafilesarelimitedto2Mbinsize. UsetheInsertimagesscreensMediatabtoinsertoreditamediafileinyourdocument. Toinsertamediafile,accesstheHTMLeditor(seeUsingtheHTMLEditoronpage73). Placetheinsertionpointwhereyouwantthemediafiletoappear,thenclicktheInsert ormodifyanimagebutton( ).ClicktheMediatab. Toeditamediafile,accesstheHTMLeditor.Selectthemediafileyouwanttoedit,then rightclickthemediafile.SelectModifymediaproperties.
Figure 62 ModifyMediaProperties

Youcanalsoresize,draganddropmediaintheeditingwindow.SeeUsingtheEditing Windowonpage107.

THEHTMLEDITOR 95
Figure 63 ImagesScreen:Media

MediafilesinyourdocumentsmustbeuploadedtotheInterspireShoppingCartserver,or availableelsewhereontheInternet.Usethefieldsontheleftsideofthisscreentoupload filestotheInterspireShoppingCartserver,andconfiguretheserversfilestructure.See UploadingFilestotheInterspireShoppingCartServeronpage84forinformationonthese fields. Thefollowingtablediscussesthefieldsontherightsideofthisscreen.

Table 14 ImagesScreen:Media

Width

Specifythehorizontaldimensionofthemediacontainer. Note:Thisfieldisconfiguredautomaticallywhenyouselectorloadan image;youdonotneedtochangeitifyoudonotwanttoresizethe image.

Height

Specifytheverticaldimensionofthemediacontainer. Note:Thisfieldisconfiguredautomaticallywhenyouselectorloadan image;youdonotneedtochangeitifyoudonotwanttoresizethe image.

AutoStart ShowControls ShowStatusBar Resetproperties Insertmedia

SelectthistobeginplayingthemediafileassoonastheHTMLdocument loads. Selectthistoshowthemediafilestransportcontrols. Selectthistoshowthemediafilesstatusbar. Clickthistoreturnthemediafilepropertiestotheirdefaultvalues. Clickthistoplacethemediafileintoyourdocumentattheinsertionpoint. Note:Thisfielddisplaysonlywhenyouareinsertinganewimage.

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Table 14 ImagesScreen:Media(continued)

Modifymedia

ClickthistosaveyourchangestothemediafileandreturntotheHTML editor. Note:Thisfielddisplaysonlywhenyouareeditinganexistingimagein yourdocument.

Cancel

ClickthistoclosethiswindowandreturntotheHTMLeditorwithout savingyourchanges.

CreatingandEditingTables
InHTML,tablesallowyoutoarrangeinformationinhorizontalrowsandverticalcolumns. Toinsertatable,accesstheHTMLeditor(seeUsingtheHTMLEditoronpage73).Place theinsertionpointwhereyouwantthetabletoappear,thenclicktheTablefunctions button( )andselectInserttable.TheInserttablescreendisplays(seeInsertinga Tableonpage96). Toeditatable,accesstheHTMLeditor.Selectthetableyouwanttoedit,thenclickthe TableFunctionsbutton. Youcanalsoresizetables,andaddrowsandcolumns,intheeditingwindow.SeeUsing theEditingWindowonpage107.
Inserting a Table

Takethefollowingstepstoinsertatableinadocument: 1 IntheHTMLeditor,clicktheTablefunctionsbutton( Inserttablewindowdisplays.

Figure 64 InsertTable

)andselectInserttable.The

2 EnterthenumberofhorizontalRowsandverticalColumnsyouwantyourtableto have. 3 EnterthenumberofCellPaddingpixelsyouwanttogiveyourtable.Cellpadding insertsspacebetweentheedgesofeachtablecellandthetextinsidethecell. 4 EnterthenumberofCellSpacingpixelsyouwanttogiveyourtable.Cellspacing insertsspacebetweenthecellsinyourtable. 5 DefinetheWidthofyourtable.Youcandefinethetablewidthinpixelsbyenteringan integer(forexample,150),orasapercentageofthecustomersbrowserwindowby enteringapercentage(forexample,75%).

THEHTMLEDITOR 97 6 DefinetheHeightofyourtable,ifrequired.AswiththeWidth,enteranintegerto definethetableheightinpixels,orenterapercentagevaluetodefinethetableheight asapercentageofthecustomersbrowserwindow.Ifyouleavethisvalueblank,the tablesdefaultheightisequaltothetextheight,pluscellpaddingandspacingforeach row,multipliedbythenumberofrows. 7 IfyouwanttodefineaBackgroundcolorforthetable,clickthecolorpickericon( ). Alternatively,enteracolorshexvalue(#ffffff,forinstance). 8 IfyouwantyourtabletohaveaBorder,specifyitswidth.Ifyouwantatablewithno borders,enter0inthisfield. Note:TheborderdoesnotdisplayintheEditscreen;clickthePreviewtab(seeUsingTabs onpage111)toseethetableasitwilldisplayinthecustomersbrowser. 9 IntheAlignlist,selecthowyouwantthetabletobedisplayedinitscontainer. SelectLefttohavethetabledisplayatthelefthandmargin. SelectRighttohavethetabledisplayattherighthandmargin. SelectCentertohavethetabledisplayinthemiddleofthecontainer. 10 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethetabledisplay usingtheselectedstyle. 11 ClickOK.YourtabledisplaysintheHTMLeditor. Alternatively,clickCanceltoclosetheInserttablescreenwithoutmakingany changes.
Modifying Table Properties

Takethefollowingstepstochangethepropertiesofanexistingtableinadocument: 1 IntheHTMLeditor,clickinsidethetableyouwanttomodify. 2 ClicktheTablefunctionsbutton( )andselectModifytableproperties.TheModify tablepropertiesscreendisplays.

Figure 65 ModifyingTableProperties

3 Makethechangestothetablesproperties.Thefieldsthatdisplayarethesameas thoseintheInserttablescree.SeeInsertingaTableonpage96forinformationon howtomodifythefields. 4 ClickOK.ThechangestoyourtabledisplayintheHTMLeditor.

98

THEHTMLEDITOR Alternatively,clickCanceltoclosetheModifytablepropertiesscreenwithoutmaking anychanges.

Modifying Cell Properties

Takethefollowingstepstochangethepropertiesofacellinanexistingtableina document: 1 IntheHTMLeditor,clickinsidethecellyouwanttomodify. Note:InterspireShoppingCartsupportsthemodificationofonecellatatime. 2 ClicktheTablefunctionsbutton( cellpropertiesscreendisplays.

Figure 66 ModifyingCellProperties

)andselectModifycellproperties.TheModify

3 IfyouwanttodefineaBackgroundcolorforthecell,clickthecolorpickericon( ). Alternatively,enteracolorshexvalue(#ffffff,forinstance). 4 EntertheCellwidthandCellheight,ifrequired.TheCellwidthfieldaffectsallcellsin thesamecolumnastheselectedcell,andtheCellheightfieldaffectsallcellsinthe samerowastheselectedcell. 5 IntheHorizontalAlignlist,selecthowyouwanttextorimagestodisplayinthe selectedcell. SelectLefttohavethetextorimagedisplayatthelefthandcellmargin. SelectRighttohavethetextorimagedisplayatthecellsrighthandmargin. SelectCentertohavethetextorimagedisplayinthehorizontalmiddleofthecell. 6 IntheVerticalAlignlist,selecthowyouwanttextorimagestodisplayintheselected cell. SelectNonetohavethetextorimagedisplayinitsdefaultverticallocation. SelectToptohavethetextorimagedisplayattheuppercellmargin. SelectMiddletohavethetextorimagedisplayattheverticalmiddleofthecell. SelectBottomtohavethetextorimagedisplayatthebottomcellmargin. 7 ClickOK.ThechangestoyourcelldisplayintheHTMLeditor. Alternatively,clickCanceltoclosetheModifycellpropertiesscreenwithoutmaking anychanges.

THEHTMLEDITOR 99
Inserting and Deleting Columns

Takethefollowingstepstoaddacolumntoatableinadocument: 1 IntheHTMLeditor,selectatablecellnexttowhichyouwanttoaddacolumn. 2 ClicktheTablefunctionsbutton( ).SelectInsertcolumntotherightorInsert columntotheleft. ThenewcolumndisplaysintheHTMLeditor. TakethefollowingstepstodeleteacolumnfromatableintheHTMLeditor: 1 IntheHTMLeditor,selectatablecellinthecolumnyouwanttodelete. 2 ClicktheTablefunctionsbutton( ).SelectDeletecolumn. Thecolumnisdeletedfromthetable.
Inserting and Deleting Rows

Takethefollowingstepstoaddarowtoatableinadocument: 1 IntheHTMLeditor,selectatablecellaboveorbelowwhichyouwanttoaddarow. 2 ClicktheTablefunctionsbutton( ).SelectInsertrowaboveorInsertrowbelow. ThenewrowdisplaysintheHTMLeditor. Takethefollowingstepstodeletearowfromatableinadocument: 1 IntheHTMLeditor,selectatablecellintherowyouwanttodelete. 2 ClicktheTablefunctionsbutton( ).SelectDeleterow. Therowisdeletedfromthetable.
Increasing and Decreasing Column Span

Takethefollowingstepstomergeatablecellintothecolumntoitsimmediateright (increasecolumnspan)orsplitatablecellfromacellwithwhichitwaspreviouslycombined (decreasecolumnspan): Note:Acellcanbesplitdowntoasinglecolumnwidth,andnofurther. 1 IntheHTMLeditor,selectatablecellinthecolumnyouwanttomodify. 2 ClicktheTablefunctionsbutton( ). 3 SelectIncreasecolumnspantomergethecellwiththecelltoitsright,orselect Decreasecolumnspantosplitamulticolumncellfromitsrightmostsection. ThecelldisplaysintheHTMLeditoratitsmodifiedwidth.

Increasing and Decreasing Row Span

Takethefollowingstepstomergeatablecellintotherowbeneathit(increaserowspan)or splitatablecellfromacellwithwhichitwaspreviouslycombined(decreasecolumnspan): Note:Acellcanbesplitdowntoasinglerowheight,andnofurther. 1 IntheHTMLeditor,selectatablecellinthecolumnyouwanttomodify.

100 THEHTMLEDITOR 2 ClicktheTablefunctionsbutton( ). 3 SelectIncreaserowspantomergethecellwiththecellbeneathit,orselectDecrease rowspantosplitamultirowcellfromitslowestsection. ThecelldisplaysintheHTMLeditoratitsmodifiedwidth.

InsertingandEditingForms
HTMLformsallowuserstoperformavarietyoftasks.Theycanenterinformationinform fields,selectoptionsusingradiobuttons,checkboxesandlistboxes,andclickbuttonsto sendorresettheform.Furthermore,hiddenformfieldsinyourHTMLcontentdonot displayinthecustomersbrowser,butconveyinformationbacktoyouwhenaformissent. Formsreferencescriptsinordertoperformtherequiredaction.Thesescriptsmaybe locatedontheInterspireShoppingCartserver,oronanotherserverontheInternet. Alternatively,formscanuseanHTMLmailtocommandtoemailtheformcontentstoa specifiedaddress. Whenyouwanttoaddaformtoyourdocument,firstinsertanewformandthenaddthe requiredfieldstotheform.
Inserting a Form

Takethefollowingstepstoaddaformtoadocument: 1 IntheHTMLeditor,placetheinsertionpointwhereyouwanttheformtoappear.Click theFormfunctionsbutton( )andselectInsertform.TheInsertformscreen displays.

Figure 67 InsertForm

2 EntertheNameyouwanttogivethisform. Note:Ifthisformreferencesascriptthatspecifiestheformbyname,theNamemustbe identicaltothenameinthescript. 3 IntheActionfield,specifythelocationofthescriptyouwantthisformtoreference, forexample:

http://www.somesite.com/somefolder/examplescript.php

Note:IfyoudonotenterthefullURI,InterspireShoppingCartautomaticallyappendsits serverinformationtothelocationyouspecify.

THEHTMLEDITOR 101 Alternatively,youcanspecifyanemailaddresstowhichtosendtheformscontent; usethefollowingformat:

mailto:someaccount@somesite.com

4 SelecttheMethodthisformuses. SelectNoneifyoudonotwanttospecifytheformsubmissionmethod. SelectGetifyouwanttheformcontenttobetransmittedasaURI.Theform contentisaddedtotheURIspecifiedintheActionfield,usingaquestionmark(?) asaseparator.Forexample:

http://www.somesite.com/somefolder/examplescript.php?name=value

SelectPostifyouwanttheformcontenttobetransmittedasamessage(usingan HTTPPOSToperation)totheURIspecifiedintheActionfield.Themessage containstheformcontentinthefollowingformat:

name1=value1&name2=value2&name3=value3

5 ClickOKtoinserttheform,orclickCanceltoclosetheInsertformwindowwithout savinganychanges.SeeInsertingandModifyingFormFieldsonpage101for informationonaddingtheformfieldsyourequire.

Modifying Form Properties

Takethefollowingstepstochangethepropertiesofanexistingforminadocument: 1 IntheHTMLeditor,selecttheformyouwanttomodify.ClicktheFormfunctions button( )andselectModifyformproperties.TheModifyformpropertiesscreen displays. 2 Makeyourchangestotheform.Thefieldsthatdisplayinthisscreenarethesameas thoseintheInsertformscreen;seeInsertingaFormonpage100. 3 ClickOKtomodifytheform,orclickCanceltoclosetheModifyformproperties windowwithoutsavinganychanges.

Inserting and Modifying Form Fields

OnceyouhavecreatedaforminyourHTMLdocument(seeInsertingaFormonpage100) youcaninserttheformfieldsyourequire. ClicktheFormfunctionsbutton( ).Selectoneoftheoptionsfromthelistthatdisplays:

InsertingaTextFieldonpage102 InsertingaTextAreaonpage102 InsertingaHiddenFieldonpage103 InsertingaButtononpage103 InsertingaCheckboxonpage104 InsertingaRadioButtononpage104 InsertingaListBoxonpage105

102 THEHTMLEDITOR Note:Tomodifyanexistingformfield,selectthefieldintheHTMLeditor.ClicktheForm functionsbutton( ).Theoptionsthatdisplayarethesameasbefore,except InsertisreplacedwithModifyineachoption.Thescreensthatdisplaywhenyou clicktheoptionsarealsothesame. InsertingaTextField Atextfieldisasimple,onelinefieldinwhichausermayenterdata. 1 ClicktheFormfunctionsbuttonandselectInsertTextField.
Figure 68 InsertTextField

2 EnterthefieldsName.Thisisdisplayednexttotheuserenteredvaluewhentheform contentissent. 3 Ifyouwanttexttodisplayinthefieldbeforetheuserentersanything,enterthetextin theInitialvaluefield. 4 SpecifytheCharacterwidth,ifrequired,andenterthemaximumnumberoftext characterstheusermayenterintheMaximumcharactersfield. 5 Ifyouwantthetextinthisfieldtodisplayasasterisks(*)selectPasswordintheType field.Otherwise,selectText. 6 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethefielddisplay usingtheselectedstyle. 7 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges. InsertingaTextArea Atextareaisatextfieldwithmultiplelines,inwhichausermayenterdata. 1 ClicktheFormfunctionsbuttonandselectInsertTextArea.
Figure 69 InsertTextArea

THEHTMLEDITOR 103 2 EnterthefieldsName.Thisisdisplayednexttotheuserenteredvaluewhentheform contentisreturned. 3 Ifyouwanttexttodisplayinthefieldbeforetheuserentersanything,enterthetextin theInitialvaluefield. 4 SpecifytheCharacterwidth,ifrequired. 5 Enterthenumberoflinesoftexttodisplay(thetextareasheight)intheLinesfield. 6 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethefielddisplay usingtheselectedstyle. 7 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges. InsertingaHiddenField Ahiddenfieldisaformfieldthatdoesnotdisplayonthescreen,butcontainsdatatobe sentaspartoftheformcontentwhentheformisreturned. 1 ClicktheFormfunctionsbuttonandselectInsertHiddenField.
Figure 70 InsertHiddenField

2 EnterthefieldsName.Thisisdisplayednexttotheinitialvaluewhentheformcontent issent. 3 EnterthefieldvalueintheInitialvaluefield.Sincethisisahiddenfield,thereisno opportunityfortheusertochangethisvalue. 4 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges. InsertingaButton Usebuttonstoallowtheusertosubmit(send)orreset(clear)theforminwhichtheyappear, ortoincludethebuttonsvalueintheformcontent. 1 ClicktheFormfunctionsbuttonandselectInsertButton.
Figure 71 InsertButton

2 EnterthebuttonsName.

104 THEHTMLEDITOR 3 EnterthetextthatdisplaysonthebuttonintheInitialvaluefield. 4 SelecttheTypeofbuttonyouwanttocreate: SelectButtontocreateadefaultbutton. SelectSubmittocreateabuttonthatsendstheforminthemanneryouspecifiedin theInsertformscreen(seeInsertingaFormonpage100). SelectResettocreateabuttonthatreturnsthefieldsintheformtotheirdefault values(blankordisplayingtheirInitialvalues). 5 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethebuttondisplay usingtheselectedstyle. 6 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges. InsertingaCheckbox Checkboxes( )allowuserstoselectoptionsinaform.Usecheckboxeswhenausermay entermultiplechoicesfromarangeofoptions. Note:Unlikeradiobuttons,whenmultiplecheckboxesinthesameformhavethesame Name,ausermayselectmultiplecheckboxes,ornone.Forthisreasonitisadvisedto usecheckboxeswhenausermayselectall,none,oravarietyofoptions. 1 ClicktheFormfunctionsbuttonandselectInsertCheckbox.
Figure 72 InsertCheckbox

2 EnterthecheckboxsName. 3 EnteranInitialvaluefield.ThisvaluewillbereturnedalongwiththeNamewhenthe formissent. 4 SelecttheInitialStateofthecheckbox: SelectUncheckedtohavethebuttonempty(off)bydefault. SelectCheckedtohavethebuttonselected(on)bydefault. 5 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethecheckbox displayusingtheselectedstyle. 6 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges. InsertingaRadioButton Radiobuttons( )allowuserstoselectoptionsinaform.Useradiobuttonswhenauser mayselectonlyoneofarangeofoptions.

THEHTMLEDITOR 105 WhenmultipleradiobuttonsinaformhavethesameName,onlyonemaybecheckedata time. Note:Unlikecheckboxes,radiobuttonscannotbeunchecked(deselected)byclickingon themasecondtime.Theonlywaytodeselectaradiobuttonistoselectanotherradio buttonintheformwiththesameName.Forthisreason,itisadvisedtouseradio buttonswhentheusermustselectoneoptionoranother(forexample,Yes,Iwantto receiveupdatesorNo,Idontwanttoreceiveupdates)andtospecifyoneofthe radiobuttonsasselectedbydefault(usetheInitialstatelist). 1 ClicktheFormfunctionsbuttonandselectInsertRadioButton.
Figure 73 InsertRadioButton

2 EntertheradiobuttonsName.Giveallradiobuttonsinthesameoptionslistthesame Name. 3 EnteranInitialvaluefield.ThisvaluewillbereturnedalongwiththeNamewhenthe formisreturned. 4 SelecttheInitialStateoftheradiobutton: SelectUncheckedtohavetheradiobuttonempty(off)bydefault. SelectCheckedtohavetheradiobuttonselected(on)bydefault. 5 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavetheradiobutton displayusingtheselectedstyle. 6 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges. InsertingaListBox Listboxes,alsoknownasselectfields,allowuserstoselectanoptionfromadropdownor staticlist. 1 ClicktheFormfunctionsbuttonandselectInsertSelectField.

106 THEHTMLEDITOR
Figure 74 InsertListBox

2 EntertheradiobuttonsName. 3 ConfiguretheMaintainoptionsfields.ThesefieldsallowyoutopopulatetheCurrent optionslistandspecifytheValuesthatarereturnedintheform. EntertheTextthatyouwanttodisplayinthelist. EntertheValueforthelistoption.NotethattheValuereturnedandtheText displayedmaybecompletelydifferent,ifrequired. SelectSelectedifyouwantthelistoptiontobeselectedbydefault. ClickAddtoincludetheoptioninthelist. Selectanoptioninthelist,editit,andclickUpdatetosavethechanges. Alternatively,clickAddtokeeptheoptionwithitsoldvaluesandcreateanew optionwiththenewvalues. SelectanoptioninthelistandclickDeletetoremoveitfromthelist. 4 SelecttheTypeoflist: SelectSingleselecttoallowtheusertoselectonlyoneoption. SelectMultipleselecttoallowtheusertoselectmultipleoptions. 5 Entertheheightofthelistbox(intextrows)intheSizefield: Enter0(default)tohavethelistdisplayinasinglerowwithadropdownicon(Single select)orinthesamenumberofrowsaslistoptions(Multipleselect). Enter1(Multipleselectonly)tohavethelistdisplayinasinglerowwithnodrop downicon.Thisisnotrecommended. Enter2orhigher(Multipleselectonly)todisplaythespecifiednumberofrows.The usermaynavigatethelistusingthescrollbarontherightofthelistbox. 6 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethelistdisplay usingtheselectedstyle. 7 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges.

THEHTMLEDITOR 107

UsingtheEditingWindow
UsetheeditingwindowintheHTMLeditorto: Composeandedittext(seepage107). Manipulateimages,flashanimationsandothermedia(seepage107). Manipulatetextandimagecontainers(seepage109). ComposeandeditHTML(seepage110). Previewyourdocument(seepage110).

ComposingandEditingText
YoucanusetheHTMLeditorsEdittabtocomposeandedittextdirectly,inthesameway asyouwouldwithastandardwordprocessororstandalonewebauthoringtool. Placetheinsertionpointwhereyouwanttocreate,editorpastetext.Usethetextrelated toolsintheDesigntoolssectionoftheeditortocontrolthetextformatting. Youcanalsorightclickovertexttodisplayshortcutstotextrelateddesigntools(seeUsing DesignToolsonpage74).
Figure 75 RightClick(Text)

ManipulatingImages,FlashandOtherMedia
TheHTMLeditorsEdittaballowsyoutodraganddropimages,andchangetheirsizeand aspectratio. Youcanalsorightclickoveranimagetodisplayshortcutstodesigntoolsallowingyouto modifytheimage,flashorothermediafile(seeUsingDesignToolsonpage74).

108 THEHTMLEDITOR
Figure 76 RightClick(Image,FlashandOtherMedia)

Dragging-and-dropping an Image, Flash Animation or Other Media File

Todraganddropanimage,flashanimationorothermediafile,selectthefileand,holding theleftmousebuttondown,dragittothedesiredlocation(thenewlocationmustbewithin anHTMLsectioncapableofcontainingthefile).Thecursorindicatestheexactpositionto whichthefilewillmove.Releasetheleftmousebutton. Note:Thewayinwhichanimage,flashanimationorothermediafiledisplaysiscontrolled byitsproperties. Tochangeanimagesproperties,selecttheimageandclicktheInsertormodify imagebutton( ).SeeInsertingandEditingImagesonpage86forinformationon modifyingimageproperties. TochangeaFlashanimationsproperties,rightclicktheanimation.SelectModify FlashProperties. Tochangeanothermediafilesproperties,rightclicktheanimation.SelectModify mediaproperties.
Resizing an Image, Flash Animation, or Other Media File

Toresizeanimage,flashanimationorothermediafileselectitandusethehandlesthat displaytodragittoitsnewsizeorshape. Usethehandlesatthecornersoftheimageorfilesborders(circledinorange)toresizethe imageorfile,preservingitsaspectratio.Usethehandlesatthecenteroftheimageorfiles borders(circledinred)toreshapetheimageorfile,changingitsaspectratio.

Figure 77 ResizingImages,FlashAnimations,orOtherMedia

THEHTMLEDITOR 109

ManipulatingTables
UsetheHTMLeditorsEdittabtoresizetables,addanddeleterowsandcolumns. Youcanalsorightclickoveratabletodisplayshortcutstotablerelateddesigntools(see UsingDesignToolsonpage74).
Figure 78 RightClick(Table)

Resizing Tables

Toresizeatable,clickanywhereinthetable.Usethehandlesthatdisplaytodragittoits newsizeorshape. Usethehandlesatthecornersofthetablesborders(circledinorange)toalterthe tableswidthandheightsimultaneously. Usethehandlesatthecenterofthetablesverticalborders(circledinred)toalterthe tableswidth. Usethehandlesatthecenterofthetableshorizontalborders(circledinblue)toalter thetablesheight.

Figure 79 TableIcons

Note:Whenyouresizeatable,itsaspectratioisnotpreserved.

110 THEHTMLEDITOR
Adding and Deleting Table Rows and Columns

Toaddanddeleterowsandcolumns,selectatablecell.Iconsdisplayatthecellborder.
Figure 80 CellIcons

Clicktheleftarrow( )toaddacolumntotherightoftheselectedcell. Clicktherightarrow( )toaddacolumntotherightoftheselectedcell. Clicktheuparrow( )toaddarowabovetheselectedcell. Clickthedownarrow( )toaddarowbelowtheselectedcell. Clickthedeletecolumn( located. Clickthedeleterow( )icontodeletetheentirecolumninwhichthecellis )icontodeletetheentirerowinwhichthecellislocated.

ComposingandEditingHTML
ToedityourdocumentsHTMLcodemanually,clicktheSourcetabundertheediting window.
Figure 81 EditingHTML

ThebuttonsatthetopofthescreenaredescribedinUsingDesignToolsonpage74.

PreviewingYourHTMLDocument
ToseehowyourHTMLdocumentwilldisplay,clickthePreviewtabundertheediting window.

THEHTMLEDITOR 111
Figure 82 PreviewinganHTMLDocument

UsingTabs
TheTabssectiondisplaysatthebottomoftheHTMLeditorscreen. ThetabsatthebottomoftheHTMLeditorallowyoutoswitchquicklybetweenthe WYSIWSGeditor,theHTMLcodeeditor,andthepreviewwindow.
Figure 83 HTMLEditorTabs

ClickEdittogototheWYSIWYGeditor(seeUsingtheEditingWindowonpage107). ClickSourcetogototheHTMLcodeeditor(seeComposingandEditingHTMLonpage 110). ClickPreviewtogotothepreviewwindow(seePreviewingYourHTMLDocumenton page110).

SimpleandCompleteModes
TheHTMLeditorhastwomodes;simpleandcomplete.Incompletemode,youcanuse moredesigntoolstocontroltext,formsandpageproperties.SeeUsingDesignToolson page74. Toswitchbetweensimpleandcompletemode,clickthelinkatthebottomoftheHTML editorscreen.
Figure 84 SimpleandCompleteModeLink

ClickSimplemodetogotosimplemode.Thefollowingdesigntoolsareavailable.
Figure 85 SimpleDesignTools

ClickCompletemodetogotocompletemode.Thefollowingdesigntoolsareavailable.

112 THEHTMLEDITOR
Figure 86 CompleteDesignTools

113

III
MANAGINGYOURSTORE
Thissectioncontainsthefollowingchapters: CreatingandManagingUserAccounts(115) Orders(123) Customers(161) Products(183) WebsiteContent(227) Promotions(239) Statistics(259) Addons(281)

114

115

CreatingandManagingUserAccounts
ThischapterdiscusseshowtousetheUserAccountslinkinthetoolbar.
Figure 87 TheUserAccountsLink

UserAccountOverview
InterspireShoppingCartallowsyoutosetupandmanageunlimiteduseraccounts.Use differentuseraccountstocontrolwhatdifferentusersofInterspireShoppingCartmayand maynotdo. Youmaywanttodothisif,forexample,onlycertainemployeesshouldhaveaccessto customerlists,whileotheremployeesneedtodesignHTMLcontentorproductpages,orif youareprovidingInterspireShoppingCartasaservicetoclientswhoshouldhaveaccessto onlycertainareasoftheapplication.

UserPrivileges
Youcanassigndifferentprivilegelevelsandsettingstoindividualusers.Theseinclude: Salesstaffpermissions:theserelatetodaytodaystoreoperationssuchasmanaging customerdetails,orderdetails,HTMLpages,reviews,andsoon. Salesmanagerpermissions:theserelatetostoremanagementoperationssuchas managingproducts,statistics,brands,categories,newsitems,productvariations,and soon. Systemadministratorpermissions:theserelatetosystemadministrationoperations suchasmanagingInterspireShoppingCartusers,vendors,InterspireShoppingCart settings,importingsettingsanddata,designsettings,andsoon. WhetherusershaveaccesstotheXMLAPI(eXtensibleMarkupLanguageApplication ProgrammingInterface).

ManagingUserAccounts
Usethefollowingsectionstocreate,editanddeleteyouruseraccounts: CreatingandEditingUserAccountsonpage115 DeletingUserAccountsonpage121

CreatingandEditingUserAccounts
Takethefollowingstepstocreateoreditauseraccount: 1 ClickUseraccountsinthetoolbar.

116 CREATINGANDMANAGINGUSERACCOUNTS
Figure 88 ViewingUserAccounts

2 Tocreateanewaccount,clickCreateauseraccount(seeConfiguringUserAccount Settingsonpage116). Toeditanexistinguseraccount,clicktheuseraccountsEditicon. Thefollowingtabledescribestheotherlabelsinthisscreen:

Table 15 ViewingUserAccounts

Selectaboxbelongingtoauserbeforechoosinganoptionfromthe Chooseanactionlist. Selecttheboxatthetopofthecolumntoselectallusers. Username Name Email Status Thisdisplaysthenameyouassigntotheuser. Thisdisplaystheusersrealname(firstname,thenlast). Thisdisplaystheusersemailaddress. Thisdisplaysatick( Thisdisplaysacross( )iftheuseraccountisactive. )iftheuseraccountisnotactive.

Note:InactiveuserscannotlogintoInterspireShoppingCart. Action ClickEdittoconfigureauserssettings(seeConfiguringUserAccount Settingsonpage116). ClickCopytocreateanewcopyoftheuseraccount.TheUseraccount settingsscreendisplays,itsfieldsconfiguredidenticallytotheoriginal account.Makethechangesyourequire(seeConfiguringUserAccount Settingsonpage116)andclickSave.

3 Whenyouhaveconfiguredthenewuseraccount,clickSavetofinishsettingupthe account.Alternatively,clickCanceltoreturntotheUseraccountsscreenwithout savingyourchanges.

ConfiguringUserAccountSettings
TheUseraccountsettingsscreendisplayswhenyouclicktheCreateauseraccount button,orauseraccountsEditorCopylink.Thisscreenallowsyoutoconfigureeachof InterspireShoppingCartsusersconfiguration.

CREATINGANDMANAGINGUSERACCOUNTS 117
Figure 89 ConfiguringUserAccountSettings

Table 16 ConfiguringUserAccountSettings

Username Password Password(confirm) Email

Entertheusernameyouwanttoassigntotheuser. Enterthepasswordyouwanttoassigntotheuser. Reenterthepasswordyouwanttoassigntotheuser. Enterthisusersemailaddress.

118 CREATINGANDMANAGINGUSERACCOUNTS
Table 16 ConfiguringUserAccountSettings(continued)

FirstName LastName Status

Enterthisusersfirstname. Enterthisuserssurname. SelectActiveifyouwantthisusertobeabletosignintoInterspire ShoppingCart. SelectInactiveifyoudonotwantthisusertobeabletosigninto InterspireShoppingCart. Selectthetypeofuseryouwanttocreate. Note:Bydefault,eachtypeofuserhasalltheprivilegesavailableinthe relevantsectionofthisscreen,aswellasalllessprivilegesuser types.Youcanthenfinetunetheusersprivilegesbyselectingand deselectingindividualoptions. SelectSalesstafftoselecttheboxesintheSalesstaffpermissions list. SelectSalesmanagertoselecttheboxesintheSalesstaff permissionslistandtheSalesmanagerpermissionslist. SelectStoreadministratortoselecttheboxesintheSalesstaff permissionslist,theSalesmanagerpermissionslistandtheSystem adminpermissionslist. SelectCustomtodeselectalloptionsinthisscreen.

Userrole

Salesstaffpermissions Manageorders Editorders Addorders Managereturns Manage customers Editcustomers Productreviews Editreviews Deletereviews Approveselected Managecoupons Editcoupons Addcoupons Deletecoupons Managepages Createpages Editpages Selectthistoallowtheusertovieworderstatussettings. Selectthistoallowtheusertomakechangestocustomersorders. Selectthistoallowtheusertoaddorderstoyourstoresorderlist. Selectthistoallowtheusertoviewproductreturnstatussettings. Selectthistoallowtheusertoviewcustomersettings. Selectthistoallowtheusertoeditcustomersdetails. Selectthistoallowtheusertochangeproductreviewsettings. Selectthistoallowtheusertomakechangestocustomersproduct reviews. Selectthistoallowtheusertoremovecustomersproductreviews. Selectthistoallowtheusertoapprovecustomersproductreviewsfor inclusioninyourstore. Selectthistoallowtheusertoviewyourstorespromotionalcoupons. Selectthistoallowtheusertochangethedetailsofyourstores promotionalcouponsettings. Selectthistoallowtheusertocreatenewpromotionalcoupons. Selectthistoallowtheusertoremovepromotionalcouponsfromyour store. Selectthistoallowtheusertomakeviewyourstoreswebsitepage settings. Selectthistoallowtheusertoaddnewwebsitepagestoyourstore. Selectthistoallowtheusertomakechangestoyourstoreswebsite pages.

CREATINGANDMANAGINGUSERACCOUNTS 119
Table 16 ConfiguringUserAccountSettings(continued)

Deletepages Managebanners Managegift certificates Manageproducts Createproducts Editproducts Deleteproducts Exportproducts

Selectthistoallowtheusertoremovewebsitepagesfromyourstore. Selectthistoallowtheusertoviewyourstoreswebpromotionalbanner settings. Selectthistoallowtheusertoviewsettingsrelatingtothegiftcertificates youprovidetocustomers. Selectthistoallowtheusertoviewyourstoresproductsettings. Selectthistoallowtheusertoaddnewproductstoyourstore. Selectthistoallowtheusertomakechangestoyourstoresproduct details. Selectthistoallowtheusertoremoveproductsfromyourstore. Selectthistoallowtheusertoexportalistofyourstoresproductstoa file. Selectthistoallowtheusertoviewyourstoresproductcategorysettings. Selectthistoallowtheusertocreatenewproductcategories. Selectthistoallowtheusertomakechangestoyourstoresproduct categories. Selectthistoallowtheusertodeleteproductcategoriesfromyourstore. Selectthistoallowtheusertoexportalistofyourorderstoafile. SelectthistoallowtheusertodeleteordersfromInterspireShopping Cart. Selectthistoallowtheusertosendordermessagestocustomersfrom yourstore. Selectthistoallowtheusertoaddacustomerrecordtoyourstores database. Selectthistoallowtheusertoremoveacustomerrecordfromyourstores database. Selectthistoallowtheusertoexportalistofcustomerrecordstoafile. Selectthistoallowtheusertoviewyourstoresnewsitemsettings. Selectthistoallowtheusertocreatenewsitemsforyourstore. Selectthistoallowtheusertomodifyexistingnewsitems. Selectthistoallowtheusertopermitnewsitemstobeaddedtoyour storesfrontpage. Selectthistoallowtheusertoremovenewsitemsfromyourstore. Selectthistoallowtheusertomanagethefileofyourstoresproducts thatyouexportfromInterspireShoppingCartandsubmittoGoogle. Selectthistoallowtheusertoviewyourstoresproductbrandsettings. Selectthistoallowtheusertocreatenewproductbrandsinyourstore. Selectthistoallowtheusertomodifyyourstoresproductbrands. Selectthistoallowtheusertoremoveproductbrandsfromyourstore.

Salesmanagerpermissions

Productvariations Selectthistoallowtheusertocreatenewproductvariations. Managing categories Createcategories Editcategories Deletecategories Exportorders Deleteorders Ordermessages Addcustomers Deletecustomers Exportcustomers Managenews Addanewsitem Editnews Approvenews Deletenews Googleproducts feed Managebrands Addbrands Editbrands Deletebrands

120 CREATINGANDMANAGINGUSERACCOUNTS
Table 16 ConfiguringUserAccountSettings(continued)

Exportsubscribers Selectthistoallowtheusertoexportalistofyouremailsubscribers. Viewstatistics: storeoverview Viewstatistics; productstatistics Viewstatistics; orderstatistics SelectthistoallowtheusertoseethestatisticsintheStatistics>Store overviewscreen. SelectthistoallowtheusertoseethestatisticsintheStatistics>Product statisticsscreen. SelectthistoallowtheusertoseethestatisticsintheStatistics>Order statisticsscreen.

Viewstatistics; SelectthistoallowtheusertoseethestatisticsintheStatistics> customerstatistics Customerstatisticsscreen. Viewstatistics; searchstatistics Manageusers Addusers Editusers Deleteusers Managevendors Addvendors Editvendors Deletevendors Managesettings Importproducts Importcustomers Importtracking numbers Backups Storeimporter Storeexporter Yourstoredesign Designmode Storelogs Addons Customergroups System information SelectthistoallowtheusertoseethestatisticsintheStatistics>Search statisticsscreen. Selectthistoallowtheusertoviewuseraccountsettings. Selectthistoallowtheusertoadduseraccountstoyourstore. Selectthistoallowtheusertomodifyuseraccountsettings. Selectthistoallowtheusertoremoveuseraccountsfromyourstore. Selectthistoallowtheusertoviewvendorsettings. SelectthistoallowtheusertoaddvendorrecordstoInterspireShopping Cart. Selectthistoallowtheusertomodifyvendorrecords. SelectthistoallowtheusertoremovevendorrecordsfromInterspire ShoppingCart. SelectthistoallowtheusertoviewInterspireShoppingCartsettings. Selectthistoallowtheusertoimportalistofproductsfromafile. Selectthistoallowtheusertoimportalistofcustomersfromafile. Selectthistoallowtheusertoimportmultipletrackingnumbersfroma file. Selectthistoallowtheusertocreatestorebackups. Selectthistoallowtheusertoimportastorefromanotherwebcommerce application. Selectthistoallowtheusertoexportastoreinaformatcompatiblewith anotherwebcommerceapplication. Selectthistoallowtheusertomakechangestoyourstoresdesign settings. Selectthistoallowtheusertomakechangestoyourstoreusingdesign mode. Selectthistoallowtheusertoviewyourstoresactivitylogs. Selectthistoallowtheusertomakechangestotheaddonsyourstore uses. Selectthistoallowtheusertomakechangestothecustomergroup settings. Selectthistoallowtheusertoviewsysteminformationsettings.

Systemadminpermissions

CREATINGANDMANAGINGUSERACCOUNTS 121
Table 16 ConfiguringUserAccountSettings(continued)

EnabletheXMLAPI? Save Cancel

SelectthistoallowtheusertousetheXMLAPI(eXtensibleMarkup LanguageApplicationProgrammingInterface). Clickthistosaveyoursettingstotheuseraccount ClickthistoreturntotheViewusersscreen.

DeletingUserAccounts
TakethefollowingstepstoremoveauseraccountfromInterspireShoppingCart. 1 ClickUseraccountsinthetoolbar.
Figure 90 DeleteaUserAccount

Note:YoucannotdeleteInterspireShoppingCartsadminaccount. 2 Dooneofthefollowing: SelectthecheckboxtotheleftoftheuseraccountsUsernameandclickDelete selected. ClicktheDeletelinkintheActioncolumn.

122 CREATINGANDMANAGINGUSERACCOUNTS

123

Orders
ThischapterexplainshowtousetheOrdersmenuinthenavigationbar.
Figure 91 TheOrdersMenu

OrdersOverview
Whenyourcustomersplaceordersinyourstore,informationabouttheseordersis automaticallyaddedtoInterspireShoppingCart.Theorderslistcontainsdetailsof uncompletedordersonwhichactionmustbetaken,orforwhichyouarewaitingfor something(payment,forexample),andcompletedorders(shipped,cancelledorreturned). Aswellascontaininginformationabouttheproductsordered,eachorderrecordincludes: AnorderIDnumber. Astatuscondition(pending,awaitingshipment,shipped,etc.)Thishelpsfacilitatestock management. Paymentinformation. Shippinginformation. Ordercomments(visibletoInterspireShoppingCartstaffandcustomers). Staffnotes(visibletoInterspireShoppingCartstaff,andnotcustomers). Ashipmenttrackingnumber,ifrequired. Youcanperformawidevarietyofactionsoneachorder,including: Modifyinganordersdetails. Changinganordersstatus.Youcandothisonceyouhaveperformedanactionrelated toanorder;preparingapackageforshipping,orprovidingarefund,forexample. Printinganinvoiceorapackingsliptoaccompanyanorder. Creatingashipmentfromanorder(seeShipmentsonpage124).

124 ORDERS Managingshipments. Managingreturnrequests(ordersthatcustomerswanttoreturn). Importingtrackingnumbersinbulk(seeTrackingNumbersonpage124).

Shipments
Whenyouarereadytoshipanordertoacustomer,youshouldcreateashipment.Thisadds anentrytotheshipmentslist,whichholdsinformationabouttheordersthathaveleftyour store. Youcanusetheshipmentslisttoquicklyfindoutwhenanorderwasshipped,towhom,and where.Forthisreason,itisimportanttoensurethatinformationintheshipmentslisttallies asfaraspossiblewitheventsintherealworld.Forexample,ifyoucreateashipmentin InterspireShoppingCartoneday,andthentakethepackagetotheshippingagenttwodays later,yourshipmentlistwillbemisleadingifthecustomercallsuptoenquireabouthisorder status.Thus,itisrecommendedthatyoucreateshipmentsinInterspireShoppingCartonly onceyouhaveactuallyshippedtheitem. Note:UpdatinganordersStatustoShippeddoesNOTcreateashipment.Theonlywayto createashipmentistoselectShipitem(s)intheordersActionsmenuintheOrders> Viewordersscreen. Note:Ifyoudeleteanentryintheshipmentslist,itdoesnotaffecttheassociatedentryin theorderslist.

TrackingNumbers
Trackingnumbersallowyourcustomers(shipmentreceivers)andyou(theshipment sender)tocheckupontheprogressofashipmentviaatelephoneoronlinesystem, operatedbyyourshippingagent(thePostOffice,oraprivatecourierservicesuchasFedEx orUPS).Whenashipmentpassescertainpointsalongitsroute,itisidentifiedonthe shippingagentssystem,andthetrackingdatabaseisupdatedwithnewlocationandtime information(suchasloadedontointernationalflightXX123atChicagoOHareairport,IL, boundforJakarta,Indonesia,at04:30H20081218). Note:Bearinmindthattrackingsystemsoperatedbystaterunshippingagents(suchasthe USPostalService)maynotbeabletotrackshipmentspastinternationalborders unlessaspecificagreementexistswiththereceivingcountrysshippingagent. However,privatecourierserviceswithapresenceinbothsendingandreceiving countriesaremorelikelytoprovidedoortodoorinternationaltracking.

ORDERS 125
Figure 92 ExampleTrackingReport

InInterspireShoppingCart,youcanassociateatrackingnumberwithanorder.Youshould dothiswhenyoureceivethetrackingnumberfromyourshippingagent.Thisallowsthe customertoviewthetrackingnumber,byloggingintoyourstoreandcheckingtheorder details,assoonaspossible. Ifyoureceiveatrackingnumberfromyourshippingagentandenteritintoanordersrecord beforeyoucreatetheshipment,theshipmentlistrecordcontainsthetrackingnumber. However,ifyoureceivethetrackingnumberafteryoucreatetheshipmentyoucannot updatetheshipment.Youcan,however,updatetheorderrecord;thisallowsthecustomer toviewthetrackingnumberbyloggingintoyourstore.Forthisreasonitissomewhat preferabletocreateshipmentsonceyouhavethetrackingnumber,althoughitisbyno meansnecessary.

ViewingandManagingOrders
Tomanageordersthatwerealreadyaddedtoyourstore(seeAddingandEditingOrderson page135),clickOrdersinthenavigationbar.SelectVieworders. Youcan: Deleteselected:removetheorder(ororders)fromInterspireShoppingCart.Theorder cannotberetrieved. Printinvoicesforselected:sendaninvoicefortheorder(ororders)toyourcomputers printer.Youcansendtheinvoice(orinvoices)tocustomerswhenyoushiptheorder. Printpackingslipsforselected:sendapackingslipfortheorder(ororders)toyour computersprinter.Youcanincludetheslip(orslips)whenyoushiptheorder.

126 ORDERS Exporttheseorders:createaCSV(CommaSeparatedValues)orXML(eXstensible MarkupLanguage)filecontainingdetailsoftheselectedorder(ororders).See ExportingOrdersonpage134. Updatestatus:changethestatusofanorder(ororders).Forexample,onceanorder hasbeenshippedtoacustomeryoumightchangetheorderstatusfromawaiting shipmenttoshipped. Editanorder:updateanordersdetails.SeeAddingandEditingOrdersonpage135. Viewnotes:readorwritestaffnotesrelatedtoanorder. Shipitem:updateanorderwhenyouwanttoshipit.Thisallowsyoutoaddcomments, specifyatrackingordernumberandashippingmethod.Youcanalsochangethe numberofitemstoship
Figure 93 ViewingOrders

Table 17 ViewingOrders

Addanorder Search Chooseanaction

Clickthistocreateaneworderinthelist.SeeAddingandEditingOrders onpage135formoreinformation. Usethistosearchyourstoresorders.SeeSearchingOrdersonpage145 formoreinformation. Selectoneormoreorders,selectanoptionfromthelistandclickGoto performtheselectedaction. Selectaboxbelongingtoanorderbeforechoosinganoptionfromthe Chooseanactionlist. Selecttheboxatthetopofthecolumntoselectallorders.

ORDERS 127
Table 17 ViewingOrders

Clickthistoexpandanorder.ThisallowsyoutoseethecustomersBilling details,ShippingdetailsandOrderdetails.SeeAddingandEditing Ordersonpage135forinformationonthesefields.

Figure 94 ExpandedOrder

Note:Clickanemailaddresstosendanemailtothecustomer. Clickthistoshrinkanorderyoupreviouslyexpanded. Note:Thisicondisplaysonlyforexpandedorders. ID Customer ThisdisplaystheorderIDnumber.AnorderIDnumberisassignedtoan orderincrementallywhenacustomerplacesanorder. Thisdisplaysthenameofthecustomerwhoplacedtheorder(firstname, thenlastname).Clickacustomersnametoviewthecustomersdetails (seeViewingandManagingCustomersonpage163formore information). Note:Ifyouconfigureyourstoretoallowcustomerstoorderwithout creatingastoreaccount,thewordGuestdisplaysbythenameofa customerwithoutanaccount,andyoucannotclickthename. Date Thisdisplaysthedateonwhichtheorderwasplaced.

128 ORDERS
Table 17 ViewingOrders

Status

Thisdisplaystheorderscurrentstatus.Selectanoptionfromthelistto modifytheordersstatus. Whenyou,orthecustomer,needtotakeactiononanorder,an associatedcolorbardisplaystotheleftofthisfield.Whennoactionis necessary,nocolordisplays. Pending:nocolor Awaitingpayment:yellow Awaitingfulfilment:green Awaitingshipment:magenta Awaitingpickup:orange Partiallyshipped:blue Completed:nocolor Shipped:nocolor Cancelled:nocolor Declined:nocolor Refunded:nocolor

Messages

Thisdisplaysthenumberofmessagesassociatedwithanorder,andthe numberofnewmessages.Clickthistoreadanordersmessages,orto sendanewmessage.SeeViewingandSendingOrderMessagesonpage 129formoreinformation. Thisdisplaysthetotalamountoftheorder. Ifyouhaveatrackingnumberforthisorder(forexample,fromthePost Officeorashippingcompany)youcanenterithere.Thisnumberis includedintheinvoiceyousendtocustomer.Thisallowsthecustomerto tracktheorder. ClicktheSavebuttonunderneaththisfieldwhenyouhaveenteredthe trackingnumber.

Total TrackingNo.

ORDERS 129
Table 17 ViewingOrders

NationalFlag

Thisdisplaysthenationalflagofthecountryinwhichtheorderwas placed. Ifthebillingaddressandtheoriginatingcountrydonotmatch,aPossible fraudulentordericondisplays.Placeyourmousecursorovertheflagicon toseethedetailsofthediscrepancy.

Figure 95 PossibleFraudulentOrder

Note:ThecustomersIPaddressidentifiestheoriginatingcountry.
Actions Selectanactionfromthelisttoperformtheaction. Editorder:selectthistomodifytheordersdetails.SeeAddingand EditingOrdersonpage135. Printinvoice:selectthistoprintoutaninvoicefortheorder.See PrintingInvoicesonpage131. Printpackingslip:selectthistoprintoutasummaryoftheorder, whichyousendtoacustomeralongwiththeorder.SeePrinting PackingSlipsonpage131. Viewnotes:selectthistoseewhatnoteshavebeenaddedtothis orderbyInterspireShoppingCartusers(yourstaffmembers).See ViewingNotesonpage132. Shipitem(s):selectthiswhenyoushiptheorder.InterspireShopping Cartcreatesanentryintheshipmentslistbasedonthisorder.See ViewingShipmentsonpage147forinformationonconfiguringthe shipment.

ViewingandSendingOrderMessages
Ordermessagesarethoseyousendtoacustomer,relatedtoaspecificorder. Toviewthemessagesassociatedwithanorder,clickOrders>Vieworders.Locatethe orderforwhichyouwanttosendamessage.ClickthelinkintheordersMessagescolumn. Note:Ifnomessagesareassociatedwithanorder,nonedisplay.
Figure 96 ViewOrderMessages

Table 18 ViewOrderMessages

Sendamessage Deleteselected

Clickthistosendanewmessagetothecustomerwhoplacedtheorder. SeeSendingaMessageonpage130. ClickthistoremovethemessagefromInterspireShoppingCart.

130 ORDERS
Table 18 ViewOrderMessages

Vieworders

ClickthistoreturntotheViewordersscreen. SelectamessagescheckboxandclickDeleteselectedtoremovethe messagefromInterspireShoppingCart. Clicktheboxatthetopofthecolumntoselectallmessages.

Subject Message From Datesent Orderstatus Action

Thisdisplaysthesubjectoftheemailmessage. Thisdisplaystheemailmessagestextcontents. ThisdisplaystheusernameoftheInterspireShoppingCartuserwhosent theemail. Thisdisplaysthedateandtimeatwhichtheemailmessagewassent. Thisdisplaysthecurrentstatusoftheorderwithwhichthismessageis associated. ClickEdittoupdateamessagewithyourchanges.Thefieldsthat displayarethesameasthosethatdisplaywhenyousendanew message;seeSendingaMessageonpage130. ClickFlagtoflagtheemail.Aflagicondisplaysnexttotheemails Subject.

SendingaMessage
Tosendanewordermessagetoacustomer: 1 ClickOrders>Vieworders.Locatetheorderforwhichyouwanttosendamessage. 2 ClickthelinkintheordersMessagescolumn,thenclickSendamessage.
Figure 97 SendaNewMessage

Note:ThemessagesTofieldiscompletedautomatically,andisnotconfigurable. 3 ThemessagesSubjectfieldiscompletedautomatically,butyoucanmodifyitifyou want. 4 EnteryourmessagetextintheMessagefield. 5 ClickSendtosendthemessagetothecustomer.Alternatively,clickCanceltoreturn totheViewordermessagesscreen.

ORDERS 131

PrintingInvoices
PrinttheinvoicesyousendtocustomersintheOrders>Viewordersscreen.Locatethe orderforwhichyouwanttoprintaninvoice,andselectPrintinvoicefromitsActionslist. Anewwindowdisplays,showingtheinvoiceasitwillprintout.Aprinterdialogalso appears,showingyourdefaultprinterdetails. Note:Theprinterdialogthatdisplaysdiffersdependingonyourcomputersoperating systemandprintertype.
Figure 98 PrintinganInvoice

Configureyourprintersettingsintheprinterdialog,ifnecessary,andprinttheinvoiceas youwouldanyotherdocument.

PrintingPackingSlips
PrintthepackingslipsyousendtocustomersalongwiththeirordersintheOrders>View ordersscreen.Locatetheorderforwhichyouwanttoprintapackingslip,andselectPrint packingslipfromitsActionslist. Anewwindowdisplays,showingthepackingslipasitwillprintout.Aprinterdialogalso appears,showingyourdefaultprinterdetails.

132 ORDERS Note:Theprinterdialogthatdisplaysdiffersdependingonyourcomputersoperating systemandprintertype.

Figure 99 PrintingaPackingSlip

Configureyourprintersettingsintheprinterdialog,ifnecessary,andprintthepackingslip asyouwouldanyotherdocument.

ViewingNotes
YoucanaddnotestoanorderinInterspireShoppingCart.Thesenotescanthenbereadby anotherInterspireShoppingCartuser(yourstaffmembers).Customerswillnotseethe notesyouaddtoorders. Toview,editoraddorders,clickOrders>Vieworders.Locatetheorderforwhichyouwant tovieworeditstaffnotes,andselectViewnotesfromitsActionslist. Note:Youcanalsoviewandeditnoteswhenyoueditanorder,orcreateanorder.Usethe screensStaffnotesfield.SeeAddingandEditingOrdersonpage135.

ORDERS 133
Figure 100 ViewingNotes

AddthenotesinthetextboxandclickSave.Alternatively,clickCancelifyoudonotwantto makechanges.

CreatingaShipment
Whenyouarereadytoshipanordertoitscustomer,youmustcreateashipment. Tocreateashipment: 1 ClickOrders>Vieworders. 2 Locatetheorderyouwanttoship,andselectShipitem(s)fromitsActionslist.
Figure 101 CreateaShipment

3 CheckthattheProductcolumnlistsalltheproductsthatshouldbeshippedtothe customer,andthattheQty.toshipdisplaysthecorrectnumberofeachitemforthe order.IfaQty.toshipvalueisincorrect,selectthecorrectvaluefromthelist. 4 EnsurethattheShippingMethodiscorrect.Ifyouhaveatrackingnumbertoadd(one maybeprovidedtoyoubythePostOfficeorshippingcompany)enteritinthe TrackingNumberfield.Ifyouhaveanyotherinformationthatyouwanttoinclude withtheorder,dosointheShipmentcommentsfield.

134 ORDERS Note:AnythingyouenterintheShipmentcommentsfielddisplaysonthepackingslipyou sendtothecustomer.Donotusethisfeatureforcommentsthatthecustomershould notsee. 5 TheUpdatethestatusofthisordertopartiallyshipped/shippedcheckboxis selectedbydefault.Ifyoudonotwanttochangetheorderstatus,deselectthe checkbox. 6 ClickCreateshipmenttofinishmakingtheshipmentandsaveittoInterspire ShoppingCart.Alternatively,clickCloseifyouwanttoreturntotheVieworders screenwithoutsavingyourchanges.

ExportingOrders
ToexportyourstoresorderlisttoaCSV(CommaSeparatedValues)orXML(eXtensible MarkupLanguage)file: 1 ClickOrders>Vieworders. 2 Selectthecheckboxesoftheshipmentswhosedetailsyouwanttoexport. 3 SelectExporttheseordersfromtheChooseanactionmenu.
Figure 102 ExportOrders

4 Selectthetypeoffiletowhichyouwanttoexporttheshipments. 5 Adialogdisplays.Thenameofthefilecontainstodaysdate.Openthefile,orsaveitto yourcomputer.

ORDERS 135
Figure 103 ExportOrdersDialog

Note:Thedialogthatdisplaysdependsonyourbrowseryouareusing,andtheoperating systemyourcomputeruses.

AddingandEditingOrders
InterspireShoppingCartallowsyoutoaddordersforacustomer.Youmaywanttodothisif yourcustomersorderbytelephoneormail,forexample. Youcanaddordersforthreetypesofcustomer: Newcustomers:youneedtoconfigureacustomerspersonal,shippingandpayment details(aswellasthoseoftheproductthecustomerisordering).Anewcustomerrecord isaddedtoInterspireShoppingCart(seeCustomersonpage161).SeeAddinganOrder FromaNewCustomeronpage135. Existingcustomers:youdonotneedtoconfigureacustomerspersonalorshipping details(althoughyoucan,ifrequired).SeeAddinganOrderFromanExistingCustomer onpage142. Anonymouscustomers:youneedtoconfigureacustomerspersonal,shippingand paymentdetails(aswellasthoseoftheproductthecustomerisordering).However, unlikeNewcustomers,nonewcustomerrecordsiscreated.SeeAddinganOrderFrom anAnonymousCustomeronpage143.

AddinganOrderFromaNewCustomer
Takethefollowingstepstocreateanorderfromanewcustomer:

136 ORDERS 1 ClickOrders>Addorder. 2 TheNewcustomertabdisplaysbydefault.

Figure 104 AddOrder:NewCustomer

ORDERS 137 3 Configurethefieldsinthisscreen.

Table 19 AddOrder:NewCustomer

Customerdetails Emailaddress Loginpassword Confirmpassword Customergroup Enterthecustomersemailaddress. Enterthepasswordthatthecustomershouldusetologintoyourstore. ReentertheLoginPassword. Selectacustomergrouptowhichyouwanttoassignthecustomer,if required. Note:YoumustfirstcreatecustomergroupsintheCustomers> Customergroupsscreen.SeeCreatingCustomerGroupsonpage 172. Storecredit Ifyouwanttoassignstorecredittothiscustomer,entertheamountwith whichyouwanttocreditthecustomer. Note:Enteravaluehereonlyifyouarecertainthatyouwanttocreditthe customerwithmoney. Billingdetails Usethissectiontoconfiguretheaddressforbillingthecustomer. Note:Dependinguponthepaymentmethodyouchoose,thisaddress mayneedtocorrespondwithanaddressassociatedwithapayment method. Useshipping address Firstname Lastname Companyname Phonenumber Addressline1 Addressline2 Suburb/City Country State/Province SelectthistousetheaddressdetailsyouconfiguredintheShipping detailssectionasthebillingaddressaswell. Enterthecustomersfirstname. Enterthecustomerssurname. Enterthenameofthecustomerscompany. Enterthecustomerstelephonenumber. Enterthecustomersstreetaddress. Enterasecondlineofthecustomersstreetaddress,ifrequired. Enterthecity,suburb,townorotherconurbationinwhichthebilling addressislocated. Selectthecountryinwhichthecustomersbillingaddressislocated. Selectthestate,province,county,orotheradministrativeregioninwhich thecustomersbillingaddressislocated. Note:Ifthecountryyouselectdoesnothaveassociatedstates,nolist displays.Entertheinformationmanually. Zip/Postcode Savethisaddress EntertheZIPcode,postcode,orotherpostalidentificationcode associatedwiththecustomersbillingaddress. Selectthecheckboxifyouwanttoaddthebillingaddresstothe customersrecordinInterspireShoppingCart. Note:Ifyoudonotsavethisforanewcustomer,you(orthecustomer)will needtoreentertheinformation,orotherinformation,nexttime you(orthecustomer)placesanorder.

138 ORDERS
Table 19 AddOrder:NewCustomer(continued)

Shippingdetails

Usethissectiontoconfiguretheaddresstowhichthecustomersorderis sent.

Usebillingaddress SelectthistousetheaddressdetailsyouconfiguredintheBillingdetails sectionasthebillingaddressaswell. Firstname Lastname Companyname Phonenumber Addressline1 Addressline2 Suburb/City Country State/Province Enterthecustomersfirstname. Enterthecustomerssurname. Enterthenameofthecustomerscompany. Enterthecustomerstelephonenumber. Enterthecustomersstreetaddress. Enterasecondlineofthecustomersstreetaddress,ifrequired. Enterthecity,suburb,townorotherconurbationinwhichtheshipping addressislocated. Selectthecountryinwhichthecustomersshippingaddressislocated. Selectthestate,province,county,orotheradministrativeregioninwhich thecustomersshippingaddressislocated. Note:Ifthecountryyouselectdoesnothaveassociatedstates,nolist displays.Entertheinformationmanually. Zip/Postcode Savethisaddress EntertheZIPcode,postcode,orotherpostalidentificationcode associatedwiththecustomersshippingaddress. Selectthecheckboxifyouwanttoaddtheshippingaddresstothe customersrecordinInterspireShoppingCart. Note:Ifyoudonotsavethisforanewcustomer,you(orthecustomer)will needtoreentertheinformation,orotherinformation,nexttime you(orthecustomer)placesanorder. Orderitems SKU Product Usethissectiontoenterdetailsabouttheitem(oritems)youwanttoadd totheorder. Whenyouselectaproduct,itsStockKeepingUnitcodedisplayshere,if onewasconfigured(seeViewingandManagingProductsonpage186). Enterthenameoftheproductyouwanttoaddtotheorder.Afteryou enterthefirstfewcharacters,InterspireShoppingCartsearchesfor matchingproductsanddisplaysalist.
Figure 105 SearchProductList

Clicktheproductnametoaddittotheorder. ClickViewProducttoseetheproductsstorepage.

ORDERS 139
Table 19 AddOrder:NewCustomer(continued)

Clickthistosearchfromalistofproducts.TheSelectproductwindow displays.
Figure 106 SelectProduct

SelectaproductcategoryintheSearchbycategorylist.Alternatively, enterasearchtermintheSearchbyproductnamefield. Matchingproductsdisplayinthelowerpartofthewindow.Clicka productnameandthenclickSelect. Theproductisaddedtoyourorder. Qty Enterthequantityofeachproductthatyouwanttoaddtotheorder. Note:Ifyoumodifythequantityinthisfield,ensurethatyouclickthe Updatetotalorderandquantitiesbuttonbeforeproceeding. Itemprice Thisdisplaysthedefaultpriceperproduct.Youcanmodifythepriceby enteringthenewpriceinthisfield. Note:Ifyoumodifythepriceinthisfield,ensurethatyouclicktheUpdate totalorderandquantitiesbuttonbeforeproceeding. Itemtotal ThisdisplaystheItemprice,multipliedbytheQty. ClickaproductsAddicon( )toaddanewproducttotheorder beneaththeproduct. ClickaproductsRemoveicon( )toremovetheproductfromthe order. Subtotal Thisdisplaysthetotalcostofalltheproductsintheorder.

140 ORDERS
Table 19 AddOrder:NewCustomer(continued)

Shipping

ClickCalculatetochoosetheshippingmethodforthisorder.TheOrder shipping&handlingwindowdisplays.
Figure 107 OrderShipping&Handling

Thisscreendisplaysallavailableshippingoptions.

Note:ConfigureavailableshippingoptionsintheSettings> ShippingsettingsscreensShippingzonestab.
Selectashippingoption.IfyouselectUsecustomshippingmethod,the followingextrafieldsdisplay:
Figure 108 UseCustomShippingMethod

EnteradescriptionintheShippingmethodfield. EntertheShippingcost. ClickUseselectedshippingmethodtoreturntotheAddorderscreen. Theshippingmethodyouselectedshippingcostdisplay. Tax Thisdisplaystheamountoftaxtobeaddedtothisorder. Note:ConfiguregeneralandregionaltaxsettingsintheSettings>Tax settingsscreen. Total ThisdisplaysthecombinedSubtotal,shippingandtax. Updatetotalorder ClickthistorecalculatetheTotal.Dothisbeforeyousubmittheorder. andquantities Applycoupon codeandgift certificate Clickthisifyouwanttoapplyacouponcodeorgiftcertificatetothis order.
Figure 109 ApplyCouponandGiftCertificate

EntertheCodeandclickApply.Therelevantdiscountisapplied. Note:ConfigurecouponcodesinthePromotions>Viewcouponcodes screen.ConfiguregiftcertificatesinthePromotions>Gift certificatesettingsscreen.

ORDERS 141
Table 19 AddOrder:NewCustomer(continued)

Otherorderdetails Ordercomments Staffnotes Orderstatus Shippingtracking number Emailinvoiceto customer Paymentmethod

Usethissectiontoenterotherinformationabouttheorder. Enterinformationthatyouwanttodisplayontheinvoicethatissentto thecustomer. Enterinformationaboutthisorderthatyouwanttobeavailabletoother InterspireShoppingCartusers. Selectthecurrentorderstatusfromthelist. Ifyouhaveashippingtrackingnumberforthisorder(providedbythePost Officeorashippingcompany,forexample)enterithere. Selectthisifyouwanttosendanemailinvoicetothecustomeroncethe orderisaddedtotheorderlist. Thissectiondisplaysalltheavailablepaymentmethodsforthis customersgeographicalarea. Note:Theoptionsdisplaydependuponthepaymentoptionsyou configuredintheSettings>Checkoutsettingsscreen. Selectthepaymentmethodforthisorder. Ifthemethodyouselectrequiresfurtherinformation,enteritintheother fieldsthatdisplay.ThisexampleusestheCreditcard(manual)option.
Figure 110 PaymentMethodExample:CreditCard(Manual)

Note:Ifyouareunsureoftheinformationrequiredtosetupaspecific paymentmethod,consultthepaymentserviceprovider.

4 ClickSaveandexittoaddtheneworderandreturntotheViewordersscreen. ClickSaveandaddanothertoaddthenewordertothelist,andthenconfigure anotherorder. Alternatively,clickCanceltoreturntotheViewordersscreenwithoutsavingyour changes. Note:WhenyouselectSaveandexitorSaveandaddanother,thenewcustomersdetails areaddedtoInterspireShoppingCart.SeeViewingandManagingCustomerson page163formoreinformation.

142 ORDERS

AddinganOrderFromanExistingCustomer
Takethefollowingstepstocreateanorderforacustomerwhosedetailsarealreadystored inInterspireShoppingCart. 1 ClickOrders>Addorder. 2 ClicktheExistingcustomertab.
Figure 111 AddOrder:ExistingCustomer

ORDERS 143 3 Configurethefieldsinthisscreen.Thefollowingtabledescribesthelabelsnotalready describedinAddinganOrderFromaNewCustomeronpage135.

Table 20 AddOrder:ExistingCustomer

Searchcustomers

Usethisfieldtofindtheexistingcustomerforwhomyouwantto configuretheorder. Enterthefirstfewlettersofthecustomersfirstorlastname.Interspire ShoppingCartsearchesforallcustomersthatmatchthesearchterm.

Figure 112 AddOrder:SearchforCustomer

Selectacustomerfromthelistthatdisplays. YoucanalsoclickOrderhistorytoseedetailedinformationaboutthe customer,includingafulllistofthecustomerspastorders.See ViewingandManagingCustomersonpage163formoreinformation.

4 ClickSaveandexittoaddtheneworderandreturntotheViewordersscreen. ClickSaveandaddanothertoaddthenewordertothelist,andthenconfigure anotherorder. Alternatively,clickCanceltoreturntotheViewordersscreenwithoutsavingyour changes.

AddinganOrderFromanAnonymousCustomer
Takethefollowingstepstocreateanorderforanewcustomer,whosedetailsyoudonot wanttostoreinInterspireShoppingCart. 1 ClickOrders>Addorder. 2 ClicktheAnonymouscustomertab.

144 ORDERS
Figure 113 AddOrder:AnonymousCustomer

ORDERS 145 3 Configurethefieldsinthisscreen.Thefollowingtabledescribesthelabelsnotalready describedinAddinganOrderFromaNewCustomeronpage135.

Table 21 AddOrder:AnonymousCustomer

Emailaddress

Youmayassociateanemailaddresswiththisanonymousorder.Ifyou thenselectEmailinvoicetocustomer,theinvoiceissenttotheemail addressyouenter.

4 ClickSaveandexittoaddtheneworderandreturntotheViewordersscreen. ClickSaveandaddanothertoaddthenewordertothelist,andthenconfigure anotherorder. Alternatively,clickCanceltoreturntotheViewordersscreenwithoutsavingyourchanges.

SearchingOrders
Youcansearchyourorderlistintwoways: Quickordersearch:usethesearchboxinanorderscreentoperformaquicksearchof theorderlistsIDnumbers,customerdetailsandtrackingnumbers.SeeQuickOrder Searchonpage145. Advancedordersearch:clickOrders>Searchorderstoperformanadvancedsearch thatallowsyoutomakeavarietyofsearchselections,andsearchforrangesoforder IDs,cost,anddates.SeeAdvancedOrderSearchonpage145.

QuickOrderSearch
UsetheSearchfunctionintheOrders>Viewordersscreentosearchyourstoresorders.
Figure 114 SearchingOrders

Enterthetermforwhichyouwanttosearch,andclickSearch.InterspireShoppingCart searchestheID,Customer(andothercustomerdetails)andTrackingNo.fields,and displaysthesearchresults. ClickAdvancedsearchtoperformamoreindepthsearch;seeAdvancedOrderSearch onpage145. ClickClearsearchresultstoviewallyourstoresorders(thisfielddisplaysonlywhen youhavealreadyperformedasearch).

AdvancedOrderSearch
Toperformanadvancedsearchofyourstoresorders,clickOrders>Searchorders. Note:YoucanalsoclickAdvancedsearchintheOrders>Viewordersscreen. Enteryoursearchparametersinthescreenthatdisplays.

146 ORDERS
Figure 115 AdvancedOrdersSearch

Table 22 AdvancedOrderSearch

Searchkeywords

Enteratermforwhichtosearch. Note:Thisfunctionsearchesthefollowingfields:OrderID,Billingdetails, ShippingdetailsandTrackingno.

Orderstatus Paymentmethod Shippingmethod

Selectanorderstatusforwhichtosearch(forexample,youcansearchfor allordersawaitingpickup). Selectapaymentmethodtovieworderspaidforviatheselectedmethod (forexample,allorderspaidforinstore). Selectashippingmethodtoviewordersshippedwiththeselected method. Note:YouneedtofirstconfigureshippingmethodsintheSettings> ShippingsettingsscreensShippingzonestab.

Couponcode OrderID Ordertotal Daterange Sortorder

Enteracouponcodetoviewallordersplacedusingthecode. EnterbeginningandendingorderIDnumberstoviewallorderswithorder IDswithinthespecifiedrange. Enterminimumandmaximumorderamountvaluestoviewallorderswith orderamountswithinthespecifiedrange. Selectbeginningandendingdatestoviewallordersplacedwithinthe specifiedtimerange. Inthefirstlist,selectthefieldbywhichyouwanttoorderthesearch results.Inthesecondfield,selectAscendingordertoviewtheordersfrom lowesttohighestvalues(orinalphabeticalorder,fortextfields).Select Descendingordertoviewthehighestvaluefirst(orinreversealphabetical order,fortextfields). Clickthistoperformthesearch. ClickthistoreturntotheViewordersscreen.

Search Cancel

ORDERS 147

ViewingShipments
ViewshipmentsthatyoucreatedfromyourcustomersordersintheOrders>View shipmentsscreen. Note:Youmustfirstcreateshipmentsfromyourstoresorders:clickOrders>Vieworders, andthenselectShipitem(s)fromanordersActionlist.SeeCreatingaShipmenton page133. Youcanalsousethisscreentodeleteshipments,printpackingslips,andexportalistof shipmentstoaCSV(CommaSeparatedValues)orXML(eXtensibleMarkupLanguage)file.
Figure 116 ViewShipments

Table 23 ViewShipments

Deleteselected Exportthese shipments

Selectashipmentscheckboxandclickthistoremovetheshipmentfrom InterspireShoppingCart. SelectoneormoreshipmentscheckboxesandclickthistocreateaCSV (CommaSeparatedValues)orXML(eXtensibleMarkupLanguage)file containingdetailsofyourstoresshipments.SeeExportingShipmentson page151. Usethistosearchyourshipments.EnterasearchtermandclickSearch. SeeSearchingShipmentsonpage148formoreinformation. SelectashipmentscheckboxandclickDeleteselectedtoremovethe shipmentfromInterspireShoppingCart. Clicktheboxatthetopofthecolumntoselectallshipments.

Search

148 ORDERS
Table 23 ViewShipments

Clickthistoexpandashipment.Thisallowsyoutoseethecustomers Billingdetails,ShippingdetailsandShippeditems.
Figure 117 ExpandedShipment

Billingdetails:thisdisplaysthephysicaladdresstowhichthisorder wasshipped,andotherdetailsassociatedwiththisaddress. Shippingdetails:Thisdisplaysdetailsofthecustomerwhowasbilled forthisorder,andthecustomerspersonaldetails.

Note:SeeAddinganOrderFromaNewCustomeronpage135for moreinformationontheabovetwofields.
Shippeditems:thisdisplaysalistoftheproductsthatwereshippedto thecustomer.Clickaproductnametoseeyourstorepageforthe productinanewbrowserwindow. Shipmentcomments:thisdisplaysanycommentsyouaddedwhen youcreatedtheshipment(seeCreatingaShipmentonpage133). Clickthistoshrinkashipmentyoupreviouslyexpanded. Note:Thisicondisplaysonlyforexpandedshipments. ShipmentID Shippedto Dateshipped OrderID Thisdisplaysanumberidentifyingtheshipment.ShipmentIDsare createdincrementallywhenyoucreatetheshipment. Thisdisplaysthenameofthecustomer,ifconfigured. Thisdisplaysthedateonwhichtheshipmentwascreated(aInterspire ShoppingCartusermarkedtheassociatedorderasshipped). Thisdisplaystheidentifyingnumberoftheorderassociatedwiththis shipment.ClickanOrderIDtoseetheordersdetails(seeViewingand ManagingOrdersonpage125). Thisdisplaysthedateonwhichthecustomerplacedtheassociatedorder. ClickPrintpackingsliptoprintthepackingslipthatyoucanincludewith theshipment.SeePrintingPackingSlipsonpage131.

Orderdate Action

SearchingShipments
Youcansearchyourshipmentlistintwoways: Quickshipmentsearch:usethesearchboxinashipmentscreentoperformaquick searchoftheshipmentlist.SeeQuickShipmentSearchonpage149. Advancedshipmentsearch:clickOrders>ViewshipmentsandclickAdvancedsearch toperformasearchthatalsoallowsyoutosearchbyshippingandorderdates,andfor rangesofshipmentIDsandorderIDs.SeeAdvancedShipmentSearchonpage149.

ORDERS 149

QuickShipmentSearch
UsetheSearchfunctionintheOrders>ViewShipmentsscreentosearchyourstores shipments.
Figure 118 SearchingShipments

Enterthetermforwhichyouwanttosearch,andclickSearch.InterspireShoppingCart displaysthesearchresults. ClickAdvancedsearchtoperformamoreindepthsearch;seeAdvancedOrderSearch onpage145. ClickClearsearchresultstoviewallyourstoresshipments(thisfielddisplaysonly whenyouhavealreadyperformedasearch).

AdvancedShipmentSearch
Toperformanadvancedsearchofyourstoresshipments,clickAdvancedsearchinthe Orders>ViewShipmentsscreen. Enteryoursearchparametersinthescreenthatdisplays.

150 ORDERS
Figure 119 AdvancedShipmentSearch

Table 24 AdvancedShipmentSearch

Searchkeywords

Enteratermforwhichtosearch. Note:Thisfunctionsearchesthefollowingfields:ShipmentID,Tracking no.,Billingname,Shippingname,Shippingmethod,Shipping commentsandShippingcountry.

Searchbyrange

ShipmentID:enterbeginningandendingShipmentIDvaluestoview allshipmentswithidentifyingnumbersinthespecifiedrange. OrderID:enterbeginningandendingOrderIDvaluestoviewall shipmentsassociatedwithordersthathaveidentifyingnumbersinthe specifiedrange. Shippingdate:selectatimeperiod.InterspireShoppingCartsearches forshipmentscreated(bystorestaff)onthatdate,orwithinthat period. Orderdate:selectatimeperiod.InterspireShoppingCartsearchesfor ordersplaced(byacustomer)onthatdate,orwithinthatperiod. WhenyouselectCustomperiodineitheroftheabovefields,extrafields display.
Figure 120 SearchbyDate:Custom

Searchbydate

EntertheFromandTodatesmanually,orclickthe datesfromthecalendarsthatdisplay. Sortorder

iconsandselectthe

Inthefirstlist,selectthefieldbywhichyouwanttoorderthesearch results.Inthesecondfield,selectAscendingordertoviewtheshipments fromlowesttohighestvalues(orinalphabeticalorder,fortextfields). SelectDescendingordertoviewthehighestvaluefirst(orinreverse alphabeticalorder,fortextfields). Clickthistoperformthesearch. ClickthistoreturntotheViewshipmentsscreen.

Search Cancel

ORDERS 151

ExportingShipments
ToexportyourstoresshipmentlisttoaCSV(CommaSeparatedValues)orXML (eXtensibleMarkupLanguage)file: 1 ClickOrders>Viewshipments. 2 Selectthecheckboxesoftheshipmentswhosedetailsyouwanttoexport. 3 ClickExportshipments.
Figure 121 ExportShipments

4 Selectthetypeoffiletowhichyouwanttoexporttheshipments. 5 Adialogdisplays.Thenameofthefilecontainstodaysdate.Openthefile,orsaveitto yourcomputer.

Figure 122 ExportShipmentsDialog

Note:Thedialogthatdisplaysdependsonyourbrowseryouareusing,andtheoperating systemyourcomputeruses.

152 ORDERS

ViewingandManagingReturnRequests
Thereturnrequestsscreenallowsyoutoviewandmanageproductspurchasedfromyour storethatcustomerswishtoreturn. Whencustomersreceiveanorderthatisunsatisfactoryinsomeway,theycanlogintotheir storeaccount,viewanordersdetails,andclickalinkthatallowsthemtosendareturn request. Note:Toenableyourstoretoacceptreturns,andtodefineyourreturnspolicy,configure theSettings>Returnsettingspage. ClickOrders>Viewreturnrequests.
Figure 123 ViewReturnRequests

Table 25 ViewReturnRequests

Deleteselected Search

SelectarequestandclickthistoremovetherequestfromInterspire ShoppingCart. Usethistosearchyourrequests.EnterasearchtermandclickSearch.See SearchingReturnRequestsonpage153formoreinformation. SelectarequestscheckboxandclickDeleteselectedtoremovethe requestfromInterspireShoppingCart. Clicktheboxatthetopofthecolumntoselectallrequests.

ORDERS 153
Table 25 ViewReturnRequests

Clickthistoexpandarequest.Thisallowsyoutoseethecustomers ReturndetailsandStaffnotes.
Figure 124 ExpandedRequest

Returndetails:thissectiondisplaystheReasonforreturn(the customerselectsthisoptionfromalistinyourstore)andthe Requestedactionthatthecustomerwantsyoutotake(thecustomer alsoselectsthisfromalist).Ifthecustomerenteredspecific informationabouttheorderandreturnrequest,itdisplaysinthe Customercommentsfield. Staffnotes:ifyouwanttoenterinformationaboutthisreturnrequest, enterithere.TheinformationyouenterisvisibletootherInterspire ShoppingCartusers,butnottothecustomer.ClickSavetosaveyour changestotheStaffnotessection. Note:DefinetheReasonforreturnandRequestedactionoptions availabletocustomersintheSettings>Returnsettingsscreen. Clickthistoshrinkarequestyoupreviouslyexpanded. Note:Thisicondisplaysonlyforexpandedrequests. ReturnID ReturnedItem ThisdisplaystherequestIDnumber.ArequestIDnumberisassignedto anreturnrequestincrementallyintheordertheyarereceived. Thisdisplaysthenameoftheproductforwhichtherequestwasmade. Clicktheproductsnametoopentheproductsstorepageinanew browserwindow. Thisdisplaysthename(first,thensecond)ofthecustomerwhoissuedthe returnrequest.Clickthecustomersnametoviewthecustomers information(seeViewingandManagingCustomersonpage163). Thisdisplaysthedateonwhichthereturnrequestwasreceived. Thisdisplaysthecurrentstatusofthereturnrequest.Ifyouwantto updatetherequeststatus,selectthenewstatusfromthelist. ClickIssuestorecredittocreditthecustomerwiththecostoftheitem.

Customer

Date Status Action

SearchingReturnRequests
Youcansearchyourreturnrequestlistintwoways: Quickreturnrequestsearch:usethesearchboxinareturnrequestscreentoperforma quicksearchoftherequestlist.SeeQuickReturnRequestSearchonpage154. Advancedreturnrequestsearch:clicktheAdvancedsearchlinkinareturnrequest screentoperformasearchthatalsoallowsyoutosearchbydateandreturnIDranges. SeeAdvancedReturnRequestSearchonpage154.

154 ORDERS

QuickReturnRequestSearch
UsetheSearchfunctionintheOrders>Viewreturnrequestsscreentosearchyourstores returnrequests.
Figure 125 SearchingReturnRequests

Youcanenterasearchterm,selectastatusfromtheAllstatuseslist,ordoboth.Click Search.InterspireShoppingCartdisplaysthesearchresults. ClickAdvancedsearchtoperformamoreindepthsearch;seeAdvancedReturn RequestSearchonpage154. ClickClearsearchresultstoviewallyourstoresshipments(thisfielddisplaysonly whenyouhavealreadyperformedasearch).

AdvancedReturnRequestSearch
Toperformanadvancedsearchofyourstoresreturnrequests,clickAdvancedsearchin theOrders>Viewreturnrequestsscreen. Enteryoursearchparametersinthescreenthatdisplays.
Figure 126 AdvancedReturnRequestSearch

Table 26 AdvancedReturnRequestSearch

Searchkeywords

Enteratermforwhichtosearch. Note:Thisfunctionsearchesthefollowingfields:ReturnID,Returned itemandCustomername.

Returnstatus Searchbyrange

Selectthestatusofreturnrequestsforwhichyouwanttosearch. EnterbeginningandendingReturnIDvaluestoviewallreturnrequests thathaveidentifyingnumbersinthespecifiedrange.

ORDERS 155
Table 26 AdvancedReturnRequestSearch

Searchbydate

Selectatimeperiod.InterspireShoppingCartsearchesforreturnrequests submittedonthatdate,orwithinthatperiod. WhenyouselectCustomperiod,extrafieldsdisplay.

Figure 127 SearchbyDate:Custom

EntertheFromandTodatesmanually,orclickthe datesfromthecalendarsthatdisplay. Sortorder

iconsandselectthe

Inthefirstlist,selectthefieldbywhichyouwanttoorderthesearch results.Inthesecondfield,selectAscendingordertoviewtheshipments fromlowesttohighestvalues(orinalphabeticalorder,fortextfields). SelectDescendingordertoviewthehighestvaluefirst(orinreverse alphabeticalorder,fortextfields). Clickthistoperformthesearch. ClickthistoreturntotheViewshipmentsscreen.

Search Cancel

ImportingTrackingNumbers
InterspireShoppingCartallowsyoutoimportshipmenttrackingnumbersfromaCSV (CommaSeparatedValues)file.Youmaybeprovidedwithtrackingnumbersbyyour shippingagent.Youcanimportfilesfromyourcomputer,orfromtheInterspireShopping Cartserver. TheCSVfilethatyouuseshouldcontaintheOrderIDnumbersoftheordersforwhichyou wanttoassigntrackingnumbers,andthetrackingnumbersyouwanttoassigntoeach order. Note:MakesurethatthefileyouuseisacorrectlyformattedCSVfile,andnotaMicrosoft Excelfile(forexample). Toimporttrackingnumbers: 1 CreateyourCSVfile.YoucanexportCSVfilesfrommostfinancialandspreadsheet applications,oryoucancreateonemanuallyasaplaintext(.txt)file. CheckyourCSVfilesformat.IfyourCSVfilecontainsfieldheaders,theyshould occupythefirstlineofthefile.ThisexampleusesthefollowingsimpleCSVfile:

156 ORDERS
Figure 128 ExampleTrackingNumberCSVFile

Thefirstlineofthefiledefinesthefieldheadernames,andimpliesthateach subsequentlineshouldhavetwofields(Order_NumberandTracking_Number). Notethatthefileusesacomma(,)toseparatefields.Thisisstandard.Youcanusea differentcharacter,butmakesureyouspecifytheFieldseparatorcharacteryouare usingintheImporttrackingnumbersscreen. Likewise,thequotes()charactersdefinethefieldinformation.Youcanusea differentcharacter,butmakesureyouspecifytheFieldenclosurecharacteryouare usingintheImporttrackingnumbersscreen. 2 InInterspireShoppingCart,clickOrders>Importtrackingnumbers.

Figure 129 ImportTrackingNumbers

3 Configurethefieldsinthisscreen: Ifyouwanttochangethestatusofeachorderyouupdate,selectthestatusfromthe Updateorderstatustolist.ThedefaultstatusisShipped.Alternatively,selectDo notupdatefromthelisttokeeptheordersstatusesastheyare.

ORDERS 157 Someordersmayalreadyhavetrackingnumbers.Ifyouwanttoreplaceanorders existingtrackingnumberwiththenumberintheCSVfile,selectYes,override existingrecords.However,ifyoudonotwanttoreplaceexistingtrackingnumbers ensurethatthischeckboxisnotselected. Ifyouwanttoimporttrackingnumbersfromafileonyourcomputerornetwork, selectUploadafilefrommycomputerandclickBrowse.Selectthefileyouwantto useinthedialogthatdisplays.Thefilepathdisplaysinthetextbox. IfyouwanttoimporttrackingnumbersfromafilethatisalreadyontheInterspire ShoppingCartserver,selectUseafilealreadyontheserver.Selectthefileinthe fieldsthatdisplay. IfyourCSVfilecontainsheadersthatdefinethefieldnames,selectContains headers. IntheFieldseparatorfield,definethecharacterthatseparatesthefieldsinyour CSVfile.Thisisusuallyacomma(,). IntheFieldenclosurefield,definethecharacterthatenclosesthefieldcontents. 4 ClickNext.ThescreenthatdisplaysallowyoutoselectwhichfieldsinyourCSVfile youwanttomaptothefieldsinInterspireShoppingCartsorderslist.
Figure 130 ImportTrackingNumbers:MapFields

IntheMatchordernumberwithlist,selectthefieldfromyourCSVfilethat containsordernumberinformation.Inthiscase,thisfieldisOrder_Number(see figure128). IntheMatchtrackingnumberwithlist,selectthefieldfromyourCSVfilethat containstrackingnumberinformation.Inthiscase,thisfieldisTracking_Number (seefigure128). Note:WhenafieldnamedefinedinyourCSVfilematchesoneofthefieldnamesin InterspireShoppingCart,thefieldismappedautomatically. 5 ClickNext.

Figure 131 ImportTrackingNumbers:ReadytoImport

158 ORDERS 6 ClickStartimport.InterspireShoppingCartloadstheinformationinthefileyou selectedandprocessestheordersaccordingly.

Figure 132 ImportTrackingNumbers:InProgress

Whentheimportprocessiscomplete,areportscreendisplays.
Figure 133 ImportTrackingNumbers:Report

Ifanerrorhasoccurredintheimportprocess,alinkdisplays:
Figure 134 ImportTrackingNumbers:Error

Clickthelinktoseewhatwentwrong.

ORDERS 159
Figure 135 ImportTrackingNumbers:ErrorReport

7 Onceyouhaveimportedthetrackingnumbers,youcanchecktheOrders>View ordersscreentoensurethattheimportwassuccessful.Theorderswiththespecified IDnumbers(intheIDcolumn)havebeenupdatedwiththespecifiedtrackingnumbers (intheTrackingno.column).

Figure 136 ImportTrackingNumbers:ImportSuccessful

160 ORDERS

161

Customers
ThischapterexplainshowtousetheCustomersmenuinthenavigationbar.
Figure 137 TheCustomersMenu

CustomersOverview
TheCustomersmenuallowsyoutoviewandmanagerecordsofallthepeoplewhoare registeredwith,orhaveorderedfrom,yourstore. Customerscanbeaddedtoyourstoreintwoways: Acustomersignsuptoyourstore.YoucanseethecustomersdetailsintheCustomers >Viewcustomersscreen. AInterspireShoppingCartstaffmemberaddsacustomersdetailstothestore database.SeeAddingandEditingCustomersonpage168forinformationon performingthistask. Bydefault,anyonewishingtopurchaseitemsfromyourstoremustcreateastoreaccount. Allcustomersmustprovidecertainpersonalinformation(emailaddress,name,shipping address,etc.)inordertoopenastoreaccount. Customersmustalsochooseastorepassword.Thisallowscustomerstoreturntoyour store,loginusingtheiremailaddressandpassword,andviewandmodifydetailsoftheir accountandorders. Note:Ifyouwanttoallowcustomerstomakepurchasesfromyourstorewithoutcreating anaccount,configuretheEnableguestcheckoutfeatureintheSettings>Checkout settingsscreensGeneralsettingstab.SeeConfiguringGeneralCheckoutSettings onpage349formoreinformation. Customerswhohavepurchaseditemsfromyourstorewithoutcreatinganaccount cannotthenlogintoviewandmodifydetailsoftheirorders.

162 CUSTOMERS TheCustomersmenuallowsyoutoperformawidevarietyofcustomerrelatedtasks, including: Viewing,searchingandeditingdetailsofyourstorescustomers. Manuallyaddingcustomerinformation(youmaywanttodothisfortelephoneorders, forexample). Creatingcustomergroups,andassigningcustomerstogroups.SeeCustomerGroupson page162. UploadingcustomerinformationinbulkviaCSVfile.

CustomerGroups
Customergroupsallowyoutoextendspecialprivilegestocustomersyouplaceinthegroup. Whenyoucreateagroup,youcanspecifyitsspecialprivilegesandthenplacecustomersin thegroup.Forexample,youcancreateagroupoffavoritecustomersandofferthema 10%discountonallitemsinyourstore. Youcanalsolimitcertainproductcategoriestocustomerswhoyouplaceinaspecificgroup. Forexample,inordertomeetlocallegalregulationstheownerofanonlinetacticalmilitary equipmentstoremightneedtoreservecertainitemsforsaletocurrentlyservingmilitary andlawenforcementpersonnelonly.Todothis,whilstallowinganyonetopurchasethe otheritemsinthestore,thestoreownerwouldtakethefollowingsteps: 1 Createstorecategoriesandsubcategories,andarrangehisproductsaccordingly.For example:
Table 27 ExampleStoreCategories

CATEGORY: AllCustomers

SUBCATEGORY: Loadcarryingequipment Clothing Footwear Eyewear Survivalequipment Unrestrictedweaponaccessories

CurrentOnly Restrictedweaponaccessories Uniformitems Bodyarmor

2 CreateausergroupcalledAllcustomersintowhichnewcustomersareplacedby default.AllowgroupmemberstoseeonlytheAllcustomerscategory,andall subcategories.

CUSTOMERS 163 3 CreateasecondusergroupcalledCurrentonlyandallowgroupmemberstosee itemsintheAllcustomerscategory,andallsubcategories,andalsoitemsinthe Currentonlycategory,andallsubcategories. 4 CreateanewwebpageentitledItemsavailabletocurrentmilitary/lawenforcement personnelonlywhichliststheitemsavailablebutdoesnotprovidetheopportunityto purchasethem.Thewebpagealsocontainsinstructionsforeligiblepersonneltofaxor emailscannedcopiesoftheirserviceIDtothestoreforverificationpriortopurchase. 5 WhenamilitaryorlawenforcementIDisfaxedoremailedtothestore,thestoreowner movestheidentifiedindividualsaccountintotheCurrentonlycustomergroup,or createsanewcustomerentryinthegroupiftheindividualdoesnotalreadypossess one. 6 Thestoreownerthenemailstheidentifiedindividual,statingthattheindividualisfree topurchaserestricteditemsfromthestore.Thenexttimetheindividuallogsintothe store,therestricteditemsarevisibleandavailableforsale. Toencouragemoremilitaryandlawenforcementpersonneltothestore,thestoreowner couldalsoapplyapercentagediscountavailableonlytoidentifiedpersonnelbymodifying thestorewidediscountavailabletomembersoftheCurrentonlycustomergroup. RememberthattheprocessabovedoesNOThideproductsorcategoriesfromallbutthe selectedusers.Allproductsarevisibletouserswhoarenotloggedin,orwhodonothave accounts.Onlywhencustomersareloggedinaretheyunabletoseethecategoriesand productsthattheymaynotpurchase. Forthisreason,ifyouwanttorestrictproductsandcategoriesitisimportantthat: Youdonotallowguestorders.Ensurethatonlyregisteredcustomersmaypurchase productsfromyourstore. Youclearlyidentifytheitemsthatarenotavailabletoallcustomers.Otherwise, customerswhoareunabletoorderrestricteditemswillassumethatyourstoreis malfunctioning. Ifyouprovideameansforacustomertomovefromonecustomergrouptoanother, ensurethatcustomersareawareofhowtodoso,andwhattheycanexpecthavingdone so.

ViewingandManagingCustomers
Toviewormanageexistingcustomersofyourstore,clickCustomersinthenavigationbar. SelectViewcustomers.

164 CUSTOMERS
Figure 138 ViewCustomers

Table 28 ViewCustomers

Addcustomer Deleteselected

Clickthistoaddanewcustomerrecordtothelist.SeeAddingandEditing Customersonpage168. Selectoneormorecustomerrecordsandclickthistoremovethemfrom InterspireShoppingCart.Thecustomerrecorddetailscannotbe retrieved. Selectoneormorecustomerrecordsandclickthistoexportthedetailsas aCSV(CommaSeparatedValues)orXML(eXtensibleMarkupLanguage) file.SeeExportingCustomersDetailsonpage166. Usethistosearchyourstorescustomerrecords.SeeSearchingCustomer Recordsonpage175formoreinformation. Clickalettertoseeallcustomerswhosesurnamestartswiththeletter. ClickCleartoreturntoviewingallcustomers. SelectaboxbelongingtoacustomerbeforeclickingAddcustomer, Deleteselected,orExportthesecustomers. Selecttheboxatthetopofthecolumntoselectallcustomers.

Exportthese customers Search A...Z

CUSTOMERS 165
Table 28 ViewCustomers

Clickthistoexpandacustomersdetails.Thisallowsyoutoseetheorders thatthecustomerhasplacedwithyourstoreinthepast.
Figure 139 ExpandedCustomerDetails

TheOrdernumberthatdisplaysisthesameastheOrderIDthat displaysinotherscreens.SeeViewingandManagingOrdersonpage 125formoreinformationonthisfield,andtheStatusfield. ClickViewnotestoreadandeditthestaffnotesaboutthisorder. ClickViewcompleteorderdetailstogotoacompletelistofallorders placedbythiscustomer.SeeViewingandManagingOrdersonpage 125forinformationonthefieldsinthisscreen. Clickthistoshrinkancustomerdetailrecordyoupreviouslyexpanded. Note:Thisicondisplaysonlyforexpandedcustomerdetailrecords. Name Email Thisdisplaysthecustomersname(firstname,thenlast). Thisdisplaysthecustomersemailaddress. Note:Clickacustomersemailaddresstosendanemailtothecustomer (thisfeatureusestheHTMLmailtocommand). Phone Customergroup Thisdisplaysthecustomerstelephonenumber. Thisdisplaysthecustomergrouptowhichthecustomerbelongs.Ifyou wanttoassignthecustomertoanothergroup,selectthenewgroupfrom thelist.Customerscanbelongtoonlyonegroupatatime.When customersbelongtonogroup,thisfieldreadsDefaultgroup. Note:ConfigurecustomergroupsintheCustomer>Customergroups screen.SeeViewingandManagingCustomerGroupsonpage172. Storecredit Thisdisplaystheamountofcredittheuserhasinyourstore.Youcan changethisamountbyenteringtheamountofmoneywithwhichyou wanttocredittheuser,ifrequired.ClickSavewhenyouhavefinished. Note:Enteravaluehereonlyifyouarecertainthatyouwanttocreditthe customerwithmoney. Datejoined Thisdisplaysthedateonwhichthecustomersdetailswereaddedtoyour store.

166 CUSTOMERS
Table 28 ViewCustomers

Orders Action

Thisdisplaysthenumberofordersthecustomerhasplacedwithyour storeinthepast. ClickLogintologintoyourstoreasthecustomer.Youdonotneedto enterausernameorpassword.YourstoresMyaccountscreen displaysinanewwindow. ClickViewnotestoreadoreditthenotesvisibletoyourstaff members.SeeViewingNotesonpage167. ClickEdittomodifythecustomersdetails.SeeAddingandEditing Customersonpage168.

ExportingCustomersDetails
ToexportyourstorescustomerlisttoaCSV(CommaSeparatedValues)orXML (eXtensibleMarkupLanguage)file: 1 ClickCustomers>Viewcustomers. 2 Selectthecheckboxesofthecustomerswhosedetailsyouwanttoexport. 3 SelectExportthesecustomers.
Figure 140 ExportCustomers

4 Selectthetypeoffiletowhichyouwanttoexportthecustomerdetails. 5 Adialogdisplays.Thenameofthefilecontainstodaysdate.Openthefile,orsaveitto yourcomputer.

CUSTOMERS 167
Figure 141 ExportCustomersDialog

Note:Thedialogthatdisplaysdependsonyourbrowseryouareusing,andtheoperating systemyourcomputeruses.

ViewingNotes
YoucanaddnotestoacustomerrecordinInterspireShoppingCart.Thesenotescanthen bereadbyanotherInterspireShoppingCartuser(yourstaffmembers).Customerswillnot seethenotesyouaddtotheirrecords. Toview,editoraddorders,clickCustomers>Viewcustomers.Locatethecustomerrecord forwhichyouwanttovieworeditstaffnotes,andselectViewnotesfromitsActionslist.
Figure 142 ViewingNotes

AddthenotesinthetextboxandclickSave.Alternatively,clickCancelifyoudonotwantto makechanges.

168 CUSTOMERS

AddingandEditingCustomers
Toaddacustomertoyourstoresdatabase,clickCustomers>Addacustomer. Toeditacustomersdetails,clickthecustomersEditlinkintheCustomers>View customersscreen. TherearetwotabsintheAddacustomerscreen.First,configuretheCustomerdetailstab (seeCustomerDetailsonpage168),thenconfiguretheCustomeraddressbooktab,if required. Note:Youmustsaveacustomersdetails(intheCustomerdetailstab)beforeconfiguring theCustomeraddressbooktab.

CustomerDetails
Usethistabtoconfigureacustomerspersonaldetails,andtheemailaddressandpassword usedtoidentifythecustomerinyourstore.
Figure 143 AddaCustomer:CustomerDetails

Table 29 AddaCustomer:CustomerDetails

Firstname Lastname Companyname Emailaddress

Enterthecustomersfirstname. Enterthecustomerssurname. Enterthenameofthecustomersbusiness,ifrequired. Enterthecustomersemailaddress. Note:Thecustomersemailaddressisalsousedasthecustomersstore username.

CUSTOMERS 169
Table 29 AddaCustomer:CustomerDetails

Checkavailability

ClickthisafteryouhaveenteredanEmailaddresstocheckthatthe customersemailaddressdoesnotalreadyexistintheInterspireShopping Cartdatabase. Note:Thecustomersemailaddressisalsousedtoidentifythecustomer, soduplicateemailaddressescannotcoexistintheInterspire ShoppingCartdatabase.

Customergroup

Ifyouwanttoaddthecustomertoancustomergroup,selectthegroup here. Note:YoumustfirstsetupcustomergroupsintheCustomer>Customer groupsscreen(seeCreatingCustomerGroupsonpage172).

Phonenumber Storecredit

Enterthecustomerstelephonenumber. Ifyouwanttoassignstorecredittothiscustomer,entertheamountwith whichyouwanttocreditthecustomer. Note:Enteravaluehereonlyifyouarecertainthatyouwanttocreditthe customerwithmoney.

Loginpassword Confirmpassword Save&exit Save&addanother

Enterthepasswordthattheusershouldusetoaccessyourstore. Reenterthepasswordthattheusershouldusetoaccessyourstore. ClickthistosavethecustomersdetailsandreturntotheViewcustomers screen. Clickthistosavethecustomersdetailsandconfigureanothercustomers details. Note:Thefirstcustomersdetailsremaininthescreensothatyoucan quicklyconfiguremultiplecustomerswithsimilardetails(whowork forthesamecompany,forexample)orconfigurethecustomers Customeraddressbooktab.

Cancel

ClickthistoreturntotheViewcustomersscreenwithoutsavingyour changes.

CustomerAddressBook
Usethistabtoview,editandaddaddressestoacustomersdetails. Note:YoumustfirstconfigureandsavethecustomersinformationintheCustomerdetails tab.

170 CUSTOMERS
Figure 144 AddaCustomer:CustomerAddressBook

Table 30 AddaCustomer:CustomerAddressBook

Addanaddress Deleteselected

Clickthistoaddanaddressrecordforthiscustomer.SeeAddingan Addressonpage170. Selectacheckboxbelongingtoanaddressandclickthistoremovethe addressfromInterspireShoppingCart.Theaddresscannotberetrieved. SelectaboxbelongingtoanaddressbeforeclickingDeleteselected. Selecttheboxatthetopofthecolumntoselectalladdresses.

Fullname

Thisdisplaysthenameassociatedwiththisaddress. Note:Thisisnotnecessarilythesameasthecustomersname.

Phone Address Buildingtype Action

Thisdisplaysthecustomersphonenumberassociatedwiththisaddress. Thisdisplaysthecustomersphysicaladdress. Thisdisplaysthetypeofbuildingassociatedwiththisaddress(Homeor Office). ClickEdittomodifytheaddressdetails. ClickDeletetoremovetheaddressrecordfromInterspireShopping Cart.Theaddressdetailscannotberetrieved.

AddinganAddress
Usethisscreentoaddanewaddresstoacustomersdetails.ClickAddanaddressinthe Customeraddressbooktab(seeCustomerAddressBookonpage169).

CUSTOMERS 171
Figure 145 AddaCustomer:AddanAddress

Table 31 Add ingaCustomer:AddanAddress

Firstname Lastname Company Addressline1 Addressline2 Suburb/city Country State/province

Enterthefirstnameofthepersonassociatedwiththisaddress.Thisneed notbethesameasthenameofthecustomer. Enterthesurnameofthepersonassociatedwiththisaddress.Thisneed notbethesameasthenameofthecustomer. Enterthenameofthecompanyassociatedwiththisaddress. Enterthestreetaddress. Enterasecondlineofthestreetaddress,ifrequired. Enterthecity,suburb,townorotherconurbationinwhichtheaddressis located. Selectthecountryinwhichtheaddressislocated. Selectthestate,province,county,orotheradministrativeregioninwhich theaddressislocated. Note:Ifthecountryyouselectdoesnothaveassociatedstates,nolist displays.Entertheinformationmanually.

Zip/postcode Buildingtype Phone Save&exit Save&addanother Cancel

EntertheZIPcode,postcode,orotherpostalidentificationcode associatedwiththeaddress. Selectthetypeofbuildingatthisaddress(HomeorOffice). Enterthetelephonenumberassociatedwiththisaddress. ClickthistosavetheaddressdetailsandreturntotheCustomeraddress booktab. Clickthistosavethecustomersdetailsandconfigureanotheraddress. ClickthistoreturntotheCustomeraddressbooktabwithoutsavingyour changes.

172 CUSTOMERS

ViewingandManagingCustomerGroups
Usecustomergroupstocreateandmanagediscountsandoffersthatapplytosome customersbutnotothers.Assignacustomertoacustomergrouptoallowthecustomerto takeadvantageofthediscountorspecialofferthatyoudefineforthegroup.Youcanalso restrictaccesstowebpages,sothatonlycustomersbelongingtocertaingroupscanview thepages. Note:AssigncustomerstocustomergroupsintheCustomers>Viewcustomersscreen, theCustomers>Addacustomerscreen,ortheOrders>AddorderscreensNew customertab. ClickCustomers>Customergroups.
Figure 146 CustomerGroups

Table 32 CustomerGroups

Createacustomer group Deleteselected

Clickthistodefineanewcustomergroup.SeeCreatingCustomerGroups onpage172. Selectacheckboxbelongingtoacustomergroupandclickthistoremove thecustomergroupfromInterspireShoppingCart.Thegroups configurationandmembershipinformationcannotberetrieved. SelectaboxbelongingtoanaddressbeforeclickingDeleteselected. Selecttheboxatthetopofthecolumntoselectalladdresses.

Groupname Storewidediscount Discountrules Customersingroup

Thisdisplaysthenameyouassigntothegroup. Thisdisplaysthediscountavailabletomembersofthegrouponall productsinyourstore. Thisdisplaysthenumberofdiscountrulesavailabletomembersofthis grouponspecificproducts,andcategoriesofproducts. Thisdisplaysthenumberofcustomersassociatedwiththegroup.Whena groupcontainscustomers,clickitsViewlinktoseealistofthegroup members(seeViewingandManagingCustomersonpage163). ClickEdittomodifythegroupsconfiguration.SeeCreatingCustomer Groupsonpage172.

Action

CreatingCustomerGroups
Tocreateacustomergroup: 1 ClickCustomers>Customergroups.

CUSTOMERS 173 2 ClickCreateacustomergroup.

Figure 147 CreateaCustomerGroup

3 SpecifyanameforthegroupintheGroupnamefield.Thisidentifiesthegroupin InterspireShoppingCartandcannotbeseenbycustomers. 4 Ifyouwanttolimitthecategoriesofproductthatcustomersinthisgroupcansee whentheyareloggedin,deselecttheCustomersinthisgroupcanseeproductsinall categoriescheckbox.Morefieldsdisplay:

Figure 148 SelectVisibleCategories

Selecttheproductcategoriesthatcustomersbelongingtothisgroupshouldsee. Note:Bydefault,customerscanseeallproductcategories.Whenyoupreventcustomers fromseeingcertaincategories,thecategorydoesnotdisplaytothecustomer anywhereinthestore(includingcategoryviews,links,searchresults,andsoon). Note:Ifyouwanttoallowonlycertaincustomerstopurchasecertainproductcategories, createadefaultgroup(towhichallnewcustomersareassigned)thatpreventsgroup membersfromseeingthecategoriesyouspecify.Then,createasecondgroupthat permitsthegroupmemberstopurchasetherestrictedcategories.SeeCustomer Groupsonpage162formoreinformation.

174 CUSTOMERS 5 Ifyouwanttocreatediscountsforcertainproductcategories,availabletomembersof thisgroup,clickCreateonenowintheCategoryleveldiscountssection.

Figure 149 CategoryLevelDiscountConfiguration

SelecttheproductcategoryforwhichyouwanttoprovideadiscountintheChoose acategorylist. Enterthepercentagediscountformembersofthisgroupinthe%field. Choosethecategoriesforwhichtoapplythisdiscount.SelectProductsinthis categoryonlytoapplythediscountonlytoproductsinthespecifiedcategory,and nottoproductsinsubcategories.Alternatively,ifyouwanttoapplythediscountto productsinthespecifiedproductcategoryandallproductsinitssubcategories, selectProductsinthiscategoryandallsubcategories. Clickthe icontoaddanothercategoryleveldiscountruleforthiscustomer group. Clickthe icontoremovethecategoryleveldiscountrule. 6 Ifyouwanttocreatediscountsforcertainproducts,availabletomembersofthis group,clickCreateonenowintheProductleveldiscountssection.
Figure 150 ProductLevelDiscountConfiguration

Toselectaproduct,clickthethisproductlink.
Figure 151 ProductLevelDiscount:SelectProducts

EitherselectacategoryintheSearchbycategorysection,orenteraproductname intheSearchbyproductnamefieldandhitRETURN.Selectaproductfromthelist thatdisplaysandclickSelect.

CUSTOMERS 175 Intheproductleveldiscountrule,enterthepercentagediscountformembersofthis groupinthe%field. Clickthe iconifyouwanttoaddanotherproductleveldiscountruleforthis customergroup. Clickthe iconifyouwanttoremovetheproductleveldiscountrule. 7 Ifyouwanttocreateadiscountonalltheitemsinyourstore,availabletomembersof thisgroup,enterthepercentagediscountintheStorewidediscountsections%field. Note:Ifyoudefinecategorylevelorproductleveldiscounts,andastorewidediscount,the storewidediscountdoesnotapplytotheproductsorcategoriesspecifiedintheother discountsyousetup. 8 ClickSavetosetupthecustomergroupandreturntotheCustomergroupsscreen. Alternatively,clickCanceltoreturntotheCustomergroupsscreenwithoutsaving yourchanges.

SearchingCustomerRecords
Youcansearchyourstorescustomerlistintwoways: Quickcustomersearch:usethesearchboxinacustomerscreentoperformaquick searchofthecustomerlistsCustomername,EmailaddressandCustomerIDfields. SeeQuickCustomerSearchonpage175. Advancedcustomersearch:clickCustomers>Searchcustomerstoperforman advancedsearchthatallowsyoutomakeavarietyofsearchselections,andsearchfor rangesofcustomerIDs,numberoforders,storecreditamounts,andthedatethe customerjoinedyourstore.SeeAdvancedCustomerSearchonpage176.

QuickCustomerSearch
UsetheSearchfunctionintheCustomers>Viewcustomersscreentosearchyourstores customerlist.
Figure 152 SearchingCustomerList

Enterthetermforwhichyouwanttosearch,andclickSearch.InterspireShoppingCart searchestheCustomername,EmailaddressandCustomerIDfields,anddisplaysthe searchresults. Note:TheCustomerIDfielddoesnotdisplayintheViewcustomerscreen. ClickAdvancedsearchtoperformamoreindepthsearch;seeAdvancedCustomer Searchonpage176. ClickClearsearchresultstoviewallyourstorescustomers(thisfielddisplaysonly whenyouhavealreadyperformedasearch).

176 CUSTOMERS

AdvancedCustomerSearch
Toperformanadvancedsearchofyourstorescustomerlist,clickCustomers>Search customers. Note:YoucanalsoclickAdvancedsearchintheCustomers>Viewcustomersscreen. Enteryoursearchparametersinthescreenthatdisplays.
Figure 153 AdvancedCustomerSearch

Table 33 AdvancedCustomerSearch

Searchkeywords

Enteratermforwhichtosearch. Note:Thisfunctionsearchesthefollowingfields:Firstname,Lastname, EmailaddressandCompany.

Phone

Enterallorpartofthephonenumberforwhichyouwanttosearch. InterspireShoppingCartreturnsallcustomerrecordsfullyorpartially matchingthenumbersyouenter. Selectacountryfromthelist.InterspireShoppingCartreturnsallrecords forcustomersintheselectedcountry. Selectorenterastate,county,provinceorotheradministrativeregion withintheCountryyouselect.InterspireShoppingCartreturnsallrecords forcustomersintheselectedcountryandregion.

Country State

CUSTOMERS 177
Table 33 AdvancedCustomerSearch

CustomerID

EnterbeginningandendingcustomerIDnumberstoviewallcustomers withcustomerIDswithinthespecifiedrange. Note:CustomerIDsareassignedincrementally,intheorderinwhichthe customersjoinedyourstore.

Numberoforders

Usethesefieldstosearchforcustomerswhohaveplacedacertainnumber oforderswithyourstore.Enterthefewestandmostnumberofordersfor whichyouwanttosearch. Enterminimumandmaximumvaluestosearchforcustomerswhose amountofstorecreditiswithinthespecifiedrange. Selectatimeperiod.InterspireShoppingCartsearchesforcustomerswho joinedonthatdate,orwithinthatperiod. WhenyouselectCustomperiodineitheroftheabovefields,extrafields display.

Figure 154 SearchbyDate:Custom

Storecredit Datejoined

EntertheFromandTodatesmanually,orclickthe datesfromthecalendarsthatdisplay. Customergroup

iconsandselectthe

Selectacustomergrouptosearchcustomerswhobelongtothegroup. YoumustfirstsetupcustomergroupsintheCustomers>Customer groupscreen. Inthefirstlist,selectthefieldbywhichyouwanttoorderthesearch results.Inthesecondfield,selectAscendingordertoviewtheordersfrom lowesttohighestvalues(orinalphabeticalorder,fortextfields).Select Descendingordertoviewthehighestvaluefirst(orinreversealphabetical order,fortextfields). Clickthistoperformthesearch. ClickthistoreturntotheViewcustomersscreen.

Sortorder

Search Cancel

ImportingCustomers
InterspireShoppingCartallowsyoutoimportcustomerdetailsfromaCSV(Comma SeparatedValues)file.Youcanimportfilesfromyourcomputer,orfromtheInterspire ShoppingCartserver. TheCSVfilethatyouuseshouldcontaininformationthatyoucanmaptothefollowing fields: Note:TheonlymandatoryfieldisEmailaddress. EmailAddress Password FirstName LastName Company

178 CUSTOMERS Phone Shipping:FullName Shipping:FirstName Shipping:LastName Shipping:Address1 Shipping:Address2 Shipping:City Shipping:Zip Shipping:State Shipping:Country Shipping:Phone Note:MakesurethatthefileyouuseisacorrectlyformattedCSVfile,andnotaMicrosoft Excelfile(forexample). Toimportcustomerdetails: 1 CreateyourCSVfile.YoucanexportCSVfilesfrommostfinancialandspreadsheet applications,oryoucancreateonemanuallyasaplaintext(.txt)file. CheckyourCSVfilesformat.IfyourCSVfilecontainsfieldheaders,theyshould occupythefirstlineofthefile.ThisexampleusesthefollowingsimpleCSVfile,which definesfieldnamesandcontainsasinglerecordsentry:
Figure 155 ExampleCustomerInformationCSVFile

Note:Inordertodisplaythefirstlineinfullintheabovefigure,itstextiswrappedontothe subsequentthreelines. Thefirstlineofthefiledefinesthefieldheadernames,andimpliesthateach subsequentlineshouldhavesixteenfields. Notethatthefileusesacomma(,)toseparatefields.Thisisstandard.Youcanusea differentcharacter,butmakesureyouspecifytheFieldseparatorcharacteryouare usingintheImportcustomersscreen.

CUSTOMERS 179 Likewise,thequotes()charactersdefinethefieldinformation.Youcanusea differentcharacter,butmakesureyouspecifytheFieldenclosurecharacteryouare usingintheImportcustomersscreen. 2 InInterspireShoppingCart,clickCustomers>Importcustomers.

Figure 156 ImportCustomerDetails

3 Configurethefieldsinthisscreen: Customerrecordsareidentifiedbytheemailaddressintheirrecord.Theremaybe onlyonecustomerrecordforanemailaddress.Someemailaddressesmayalready haveaccompanyingdetailsstoredinInterspireShoppingCart.Ifyouwanttoreplace anemailaddresssexistinginformationwiththeinformationintheCSVfile,select Yes,overrideexistingrecords.However,ifyoudonotwanttoreplaceexisting information,ensurethatthischeckboxisnotselected. Ifyouwanttoimportcustomerinformationfromafileonyourcomputerornetwork, selectUploadafilefrommycomputerandclickBrowse.Selectthefileyouwantto useinthedialogthatdisplays.Thefilepathdisplaysinthetextbox. Ifyouwanttoimportcustomerinformationfromafilethatisalreadyonthe InterspireShoppingCartserver,selectUseafilealreadyontheserver.Selectthe fileinthefieldsthatdisplay. IfyourCSVfilecontainsheadersthatdefinethefieldnames,selectContains headers. IntheFieldseparatorfield,definethecharacterthatseparatesthefieldsinyour CSVfile.Thisisusuallyacomma(,). IntheFieldenclosurefield,definethecharacterthatenclosesthefieldcontents. 4 ClickNext.ThescreenthatdisplaysallowyoutoselectwhichfieldsinyourCSVfile youwanttomaptothefieldsinInterspireShoppingCartscustomerlist.

180 CUSTOMERS
Figure 157 ImportCustomerDetails:MapFields

Ineachlist,selectthefield(definedinyourCSVfile)thatshouldmatchthespecified fieldinInterspireShoppingCart. Note:WhenafieldnamedefinedinyourCSVfilematchesoneofthefieldnamesin InterspireShoppingCart,thefieldismappedautomatically. 5 ClickNext.

Figure 158 ImportCustomerDetails:ReadytoImport

6 ClickStartimport.InterspireShoppingCartloadstheinformationinthefileyou selectedandprocessestheordersaccordingly.
Figure 159 ImportCustomerDetails:InProgress

Whentheimportprocessiscomplete,areportscreendisplays.

CUSTOMERS 181
Figure 160 ImportCustomerDetails:Report

Ifanerrorhasoccurredintheimportprocess,alinkdisplays:
Figure 161 ImportCustomerDetails:Error

Clickthelinktoseewhatwentwrong.
Figure 162 ImportCustomerDetails:ErrorReport

7 Onceyouhaveimportedthecustomerdetails,youcanchecktheCustomers>View customersscreentoensurethattheimportwassuccessful.Clickanewcustomers Editlinktoseethecustomersfulldetails.

182 CUSTOMERS
Figure 163 ImportCustomerDetails:ImportSuccessful

183

Products
ThischapterexplainshowtousetheProductsmenuinthenavigationbar.
Figure 164 TheProductsMenu

ProductsOverview
Eachitemthatyousellinyourstoreisanindividualproduct.Correctlyconfiguringyour products,theirdetails,andtheirstructuralrelationshiptootherproductsinyourstoreis tremendouslyimportantwhenyousetupyourstore.Evenifyourstoredoesnotinitiallysell awidevarietyofitems,itisworthwhiletosetupitsproductstructureinalogicalmanner,so thatsubsequentexpansionoralterationcanbecarriedoutwithminimaleffortand complication. Inordertodothis,youshouldbefamiliarwithafewconcepts: Producttypes:seepage184. Productvariations:seepage184. Productcategories:seepage185. Productbrands:seepage185. Inventorymanagement:seepage185. Productreviews:seepage185.

184 PRODUCTS

ProductTypes
InterspireShoppingCartdefinestwobasictypesofproduct:physicalanddownloadable. Yourstorecancarryeithertype,orboth. Physicalproductsarethosethatrequireshipping,whereasdownloadableproductsare those(suchasebooks,softwareordigitalart)that,afterpurchase,acustomercansimply downloadfromyourstoresserver.Customerscandothiseitherbyclickingalinkthat displaysaftertheyhavesuccessfullyplacedtheirorder,orbyloggingintoyourstoreand checkingtheirorderstatusscreen. Whenacustomerordersaphysicalproduct,arecordisaddedtotheorderslist(seeViewing andManagingOrdersonpage125)whichcanbeturnedintoashipment.However,whena downloadableproductispurchased(andpaidfor)therecordthatisaddedtotheorderlistis markedCompletedandcannotbetransformedintoashipment.

ProductVariations
Youcancreateproductvariationsforeachofyourstoresproducts.Aproductvariationisa variablethatdescribesdifferentversionsoftheproduct.Forexample,youcansellaTshirt inavarietyofsizes. Youcanconfiguremultiplevariations.Forexample,youcansellaTshirtinavarietyof sizes,andavarietyofcolors. Productvariationsarecontainedwithinvariationsets.Variationsetscancontainmultiple variations.Whenyouhavecreatedavariationset,youcanthenapplythevariationsettoa product.Createanothervariationsettoconfigurethevariationsavailableforadifferent product. Amongotherthings,variationsetsallowyoutocreatemultiplevariationswiththesame name(forexamplecolor),butwithdifferentvaluesets. Forexample,youcancreateonevariationsetwiththefollowingvariations: Color(black,white,blue,green) Size(S,M,L,XL,XXL) andthenapplythevariationsettoaTshirtinyourstore.Youcanthencreateasecond variationsetwiththefollowingvariations: Color(black,olive,woodlandcamo,desertcamo) Size:(28,30,32,36,38,40,42) andthenapplythevariationsettoapairoftrousersinyourstore. Note:SeeAddingandEditingProductVariationsonpage213forinformationoncreatinga variationset.Onceyouhavecreatedavariationset,seeProductVariationsonpage 199forinformationonapplyingittoaproduct.

PRODUCTS 185

ProductCategories
Productcategoriesaregroupsofsimilarproductsthatyouspecify.Customerscanuse productcategorypagestoseealltypesofsimilarproduct,regardlessofbrand,onasingle screen. Categoriesuseaparentchildarchitecture.Thismeansthatyoucansetupatoplevel category(forexample,Hats),andmultiplesubcategories(forexample,Menshatsand Womenshats). Aswithindividualproductpages,youcanadddescriptivetexttoacategoryorsubcategory page,allowingyoutointroduceyourstoresselectiontothecustomer.

ProductBrands
Useproductbrandstoallowcustomerstobrowseallavailableproductsfromasingle manufacturerinasinglepage.Firstsetupabrand,thenassignproductstothebrand.Each brandavailabledisplaysonyourstoresmainpage. Inthisway,customershaveavarietyofwaystoreacheachiteminyourstorefromthemain page;byclickingonabrandname(forexample,HarleyDavidson),clickingonacategory (forexample,Motorcycleboots),performingasearch(forexample,Harleyboots),orby clickingafeaturedproduct,bestsellingproduct,ornewproduct.

InventoryManagement
InterspireShoppingCartallowsyoutotrackandmanageyourinventoryinavarietyofways. Firstly,youcanassociateauniqueSKU(StockKeepingUnit)codetoeveryproductyousell, andeveryvariationofaproduct.Ifyoualreadyuseastockkeepingorpartnumbering systemthatusesaunitidentificationsystembasedonuniquealphanumericcodes,youcan useInterspireShoppingCartinconjunctionwiththissystem. InterspireShoppingCartalsohasaninventorymanagementsystemthatallowsyouto specifyalowstocklevelandacurrentstocklevelforaproduct(orvariation)whenyou firstconfigureit.InterspireShoppingCarttracksoutgoingstockautomatically,and providesyouwithavisualwarningwhenthelowstocklevelhasbeenreachedorexceeded. YoucanalsohaveInterspireShoppingCartemailyouwhenthelowstocklevelisreached; seeConfiguringWebsiteSettingsonpage312. Note:Forinformationontrackinginventoryonceithasbeenshippedouttoacustomer,see TrackingNumbersonpage124.

ProductReviews
Whencustomersseereviewsandcustomergeneratedfeedbackonyourstorespages,they arefarmorelikelytotrustyourstoreandmakepurchasesfromit.InterspireShoppingCart allowsyourstorescustomers(andotherusers)tosubmitreviewsofyourproducts.Each reviewcontainsatitle,astarrating,andreviewtext.Thesereviewsdisplayontherelevant productspage.

186 PRODUCTS Bydefault,anyonewhovisitsyourstorecanwriteareviewofanyofyourproducts. InterspireShoppingCartprotectsagainstautomaticreviewsubmissions(nuisancereviews submittedbysoftwarebots)byusingCAPTCHAsecurity,whichallowsausertosubmita reviewonlyafterreadingandenteringastringofcharactersdisplayedonscreenina mannerthatisnotmachinereadable. However,InterspireShoppingCartcannotautomaticallydetectinaccurate,offensive, stupid,maliciousorotherwiseundesirablereviewssubmittedbyusers.Thiscanbedone onlybyahumanadministrator.Forthisreason,youmustapproveeachusersubmitted reviewbeforeitdisplaysonthesite. Onceyouhaveapprovedareview(andeditedit,ifnecessary)thereviewdisplaysonthe productspageinyourstore. Note:CAPTCHAstandsforCompletelyAutomatedPublicTuringtesttotellComputers andHumansApart.ATuringtest,namedaftermathematicianandcryptographer AlanTuring,isatestintendedtodifferentiatebetweenanintelligentagent(suchasa human),andanunintelligentagent(suchasapieceofsoftware).Ideally,only intelligentagentscanpassaTuringtest.

ViewingandManagingProducts
Toviewormanagetheproductsavailableinyourstore,clickProductsinthenavigationbar. SelectViewproducts.

PRODUCTS 187
Figure 165 ViewProducts

Table 34 ViewProducts

Addaproduct Deleteselected Bulkeditselected

Clickthistoaddanewproductrecordtothelist.SeeAddingandEditing Productsonpage191. Selectoneormoreproductrecordsandclickthistoremovethemfrom InterspireShoppingCart.Theproductrecorddetailscannotberetrieved. Selectproductsandclickthistoedittheproductsdetailsinasingle screen.SeeBulkEditingProductsonpage189.

Exporttheseproducts Selectoneormoreproductrecordsandclickthistoexportthedetailsasa CSV(CommaSeparatedValues)orXML(eXtensibleMarkupLanguage) file.SeeExportingProductsDetailsonpage188. Search #,A...Z Usethistosearchyourstoresproduct.SeeSearchingProductDetailson page214formoreinformation. Clickalettertoseeallproductswhosenamestartswiththeletter. Click#toseeproductswhosenamestartswithanumber,innumerical order. ClickCleartoreturntoviewingallproducts. SelectaboxbelongingtoaproductbeforeclickingAddaproduct,Delete selected,Bulkeditselected,orExporttheseproducts. Selecttheboxatthetopofthecolumntoselectallproducts. Image SKU Thisdisplaysthethumbnailpictureyouassociatedwiththeproduct. ThisdisplaystheStockKeepingUnityouassignedtotheproduct.Use SKUstotrackandmanageproductinventory.

188 PRODUCTS
Table 34 ViewProducts(continued)

Stocklevel

Ifyouenabledinventorytracking(seeInventoryTrackingonpage199) thisdisplaystheamountoftheseproductsavailableintheinventory. Thisdisplaysagreenbar( )ifthestocklevelisabovethelow stocklevel,aredbar( )ifthestocklevelisbelowthelowstock level,oranemptybar( )ifthestockisentirelydepleted. Toviewthenumberofavailableproducts,placeyourmouseoverthe bar.
Figure 166 AvailableProducts

Ifyoudisabledinventorytracking,thisdisplaysN/A(notapplicable). Productname Price Visible Thisdisplaysthenameoftheproduct. Thisdisplaysthebasicpriceoftheproduct(beforeanydiscounts,shipping costs,etc.areapplied). Thisdisplaysatick( store. Thisdisplaysacross( store. )iftheproductisvisibletocustomersinyour )iftheproductisnotvisibletocustomersinyour

Note:Whenaproductisnotvisibleinyourstore,nomentionofitis madeinanypartofyourstore.
Featured Thisdisplaysatick( )iftheproductdisplaysinthefeaturedproducts sectionofyourstoresfrontpage. Thisdisplaysacross( )iftheproductdoesnotdisplayinthefeatured productssectionofyourstoresfrontpage. Note:IfaproductisFeaturedbutisnotVisible,theproductdoesnot displayinthefeaturedproductssection,oranywhereelse. Action ClickEdittomodifytheproductsdetails.SeeAddingandEditing Productsonpage191. ClickCopytocreateanewcopyoftheproduct.TheProductdetails screendisplays,itsfieldsconfiguredidenticallytotheoriginalaccount (CopyofisprependedtotheProductname).Makethechangesyou require(seeProductDetailsonpage193)andclickSave.

ExportingProductsDetails
ToexportyourstoresproductlisttoaCSV(CommaSeparatedValues)orXML(eXtensible MarkupLanguage)file: 1 ClickProducts>Viewproducts. 2 Selectthecheckboxesofthecustomerswhosedetailsyouwanttoexport. 3 SelectExporttheseproducts.

PRODUCTS 189
Figure 167 ExportProducts

4 Selectthetypeoffiletowhichyouwanttoexporttheproductdetails. 5 Adialogdisplays.Thenameofthefilecontainstodaysdate.Openthefile,orsaveitto yourcomputer.

Figure 168 ExportProductsDialog

Thedialogthatdisplaysdependsonyourbrowseryouareusing,andtheoperatingsystem yourcomputeruses.

BulkEditingProducts
Toeditthedetailsofmultipleproductsinasinglescreen,selecttheproductscheckboxesin theProducts>Viewproductsscreen,thenclickBulkeditproducts.

190 PRODUCTS
Figure 169 BulkEditProducts

Table 35 BulkEditProducts

Productname Price

Enterthenameoftheproduct. Enterthebasepriceoftheproduct,beforeanydiscounts,shippingcosts, etc.areapplied. ClickChangealltoapplyasinglepricetoallproductsinthisscreen.

Figure 170 ChangeAllPrices

Enterthenewpriceforalltheproductsinthescreen,andclickOK. Alternatively,clickCanceltoreturntotheBulkeditproductsscreen withoutsavingyourchanges. Categories Thisdisplaysacontractedlisttheproductcategoriesavailableinyour store.Clickthe icontoseethewholelist.

Figure 171 ExpandCategoriesList

Selectthecategoryorcategoriestowhichtheproductshouldbelong. Clickthe icontoshrinkthelist. ClickExpandalltoseethewholelistforeveryproductinthescreen.

PRODUCTS 191
Table 35 BulkEditProducts

Brand

Enterthenameofthebrandtowhichthisproductbelongs. ClickChangealltoassignthesamebrandnametoallproductsonthis page.

Figure 172 ChangeAllBrandNames

Enterthenewbrandnameforalltheproductsinthescreen,andclickOK. Alternatively,clickCanceltoreturntotheBulkeditproductsscreen withoutsavingyourchanges. Visible Clickaproductscheckboxtotoggleitsvisibilityonoroff.Whenaproduct isvisible,itcanbeseenandpurchasedinyourstore.Whenaproductis invisible,itcannotbeseenorpurchased. Clickthecheckboxatthetopofthecolumntotogglevisibilityonorofffor alltheproductsinthescreen. Clickaproductscheckboxtotoggleitsfeaturestatusonoroff.Whena productisfeatured,itisdisplayedinthefeaturedproductssectionof yourstoresfrontpage.Whenaproductisnotfeatured,itdoesnotdisplay inthissection. Clickthecheckboxatthetopofthecolumntotogglethefeaturedstatus onoroffforalltheproductsinthescreen. Clickaproductscheckboxtotogglefreeshippingonoroff.Whena productiseligibleforfreeshipping,noshippingchargesareappliedwhen acustomerpurchasestheproduct.Youmaywanttodothisfornon physicalproducts,suchasebooks,thatdonotrequirephysicalshipping. Clickthecheckboxatthetopofthecolumntotogglefreeshippingonor offforalltheproductsinthescreen. ClickthistosaveyourchangesandreturntotheViewproductsscreen. Clickthistosaveyourchangesandremaininthisscreentomakefurther changes. ClickthistoreturntotheViewproductsscreenwithoutsavingyour changes.

Featured

FreeShipping

Save&exit Save&keepediting Cancel

AddingandEditingProducts
Toaddanewproducttoyourstore,configurethetabsintheProducts>Addaproduct screen. Toeditanexistingproduct,clickaproductsEditlinkintheProducts>Viewproducts screen. Youcanconfigureaphysicalproduct(onethatrequiresshipmenttoacustomer),ora downloadableproduct(onethatdoesnotrequireshipmenttoacustomer,suchasane bookorsoftwareproduct).DothisintheproductsProductdetailstab. Whenyouconfigureaphysicalproduct,thefollowingtabsdisplay: Productdetails

192 PRODUCTS Relatedproducts Inventorytracking Productvariations Custom/configurablefields Otherdetails Discountrules Whenyouconfigureadownloadableproduct,thefollowingtabsdisplay: Productdetails Productfiles Relatedproducts Customer/configurablefields Otherdetails Discountrules Note:SeeTabsOverviewonpage192formoreinformationabouteachtab. Whenyouhavefinishedconfiguringaproduct,clickSave&exittosaveyourchangesand returntotheViewproductsscreen,orclickSave&addanothertosaveyourchanges. Alternatively,clickCanceltoreturntotheViewproductsscreenwithoutsavingyour changes.

TabsOverview
UsetheProductdetailstabtoconfiguregeneralproductinformation.SeeProduct Detailsonpage193. UsetheProductfilestabtoconfigureanduploadthefilesthatacustomermay downloadafterpurchasingadownloadableproduct.SeeProductFilesonpage196. UsetheRelatedproductstabtoconfigureinformationaboutsimilarproductsinyour store.SeeRelatedProductsonpage198. UsetheInventorytrackingtabtospecifywhetherinventorytrackingisenabledfora product,whichhelpsyoutomanageyourstoresstock.SeeInventoryTrackingonpage 199. UsetheProductvariationstabtosetupdifferenttypesofaproduct(differentsizesor colors,forinstance).SeeProductVariationsonpage199. UsetheCustom/configurablefieldstabtodefinenonstandardinformationfieldsthat youwanttodisplayinaproductsstorepage.SeeCustomandConfigurableFieldson page201. UsetheOtherdetailstabtoconfigureavarietyofinformationaboutaproduct, includinghowitdisplaysinyourstore,warranty,deliverytime,andgiftwrapping options.Youcanalsodefinesearchengineoptimization(SEO)information.SeeOther Detailsonpage203.

PRODUCTS 193 UsetheDiscountrulestabtodefinediscountsavailableforbulkpurchasesofthis product.SeeDiscountRulesonpage207.

ProductDetails
Usethistabtoconfiguregeneralproductinformation.ClickProducts>Addaproduct> Productdetails.

194 PRODUCTS
Figure 173 AddaProduct:ProductDetails

Table 36 AddaProduct:ProductDetails

Cataloginformation Producttype SelectPhysicalproducttocreatealistingforaproductthatwill requireshipping. SelectDownloadableproducttocreatealistingforaproductthatcan bedoesnotrequireshippingtothecustomer(anebook,orsoftware product,forexample). Enterthenameofthisproduct.

Productname

Productcode/SKU EnteraStockKeepingUnit,barcodenumberorotherproduct identificationcode,ifyourstoresstockkeepingsystemusesone.

PRODUCTS 195
Table 36 AddaProduct:ProductDetails

Categories Productdescription

Selecttheproductcategory(orcategories)towhichthisproductshould belonginyourstore. Usethissectiontoentertheinformationthatdisplaysinyourstores productpage.SeeTheHTMLEditoronpage73forinformationonusing theHTMLeditingfeatures. Enterthebasepricethatthecustomerpaysfortheproduct,beforeany othercostsordiscountsareapplied. Tospecifymultiplepricedetails,clickMorepriceoptions.Thefollowing extrafieldsdisplay.

Figure 174 MorePriceOptions

Pricingoptions Price

Costprice:enterthepriceyoupayforthisproduct.Thisisusedfor calculationsanddoesNOTdisplaytocustomers. Retailprice:ifyouwanttoshowthatyourcostislowerthanthe standardretailprice,enterthestandardretailpricehere.Theproduct pricedisplaysinthefollowingfashion: Retailprice:$25.95 Yourprice:$19.95(yousave$6.00). Saleprice:ifyouwanttoofferthisproductatalowerpricethan normal,enterthesalepricehere.Theproductdisplaysinyourstoreas Onsale,andtheSalepricedisplaysinsteadoftheregularprice. Thisisataxable item Checkthisboxtoapplytaxwhenacustomerpurchasesthisitem. Note:Configurethetaxratesyouwanttoapplytoyourstoresproductsin theSettings>Taxsettingsscreen. Allowcustomers topurchasethis item ShowCallfor pricingmessage insteadofthe price Checkthisboxtoallowyourstorescustomerstopurchasethisitem.Ifyou donotcheckthebox,customerscanseetheproduct,butarenot presentedwithalinkallowingthemtoplacetheproductintheirbasket. Checkthisboxifyouprefernottodisplaytheproductspricepublicly,and wanttohaveinterestedcustomerscontactyouforinformationinstead. Youcanspecifythemessageyouwanttodisplayinplaceofthepricein thefieldthatdisplays.
Figure 175 CallForPricing

Productimage

196 PRODUCTS
Table 36 AddaProduct:ProductDetails

Productimage

Usethisfieldtouploadanimagethatdisplaysontheproductsstorepage. ClickBrowsetoselecttheimageyouwanttouse.Ifyouwanttoupload moreimagesforthisproduct,clickMoreimages.Fourmoreimagefields display. Youcanuploaduptofiveimagesforeachproduct.Whenoneoftheimage slotsisalreadybeingused,theimagesfilenamedisplays.

Figure 176 CurrentlyUsedImageFilename

Clicktheimagenametoviewtheimageinanewwindow. Note:Youcanuseimagesofthefollowingtypes:GraphicsInterchange Format(.gif),JPEG(.jpg)andPortableNetworkGraphics(.png). Thumbnailimage SelectAutomaticallyresizefirstimagetousethefirstProductimage youuploadedasthethumbnailimageforthisproduct. Alternatively,deselectthecheckboxandclickBrowsetoselecttheimage youwanttouseasathumbnailimageforthisproduct. Usethissectiontodefinetheproductsweightanddimensions. Note:Ifyouuseanonlinerealtimeshippingserviceforyourshipments, youmayneedtoenterthisinformationinorderfortheshipping servicetocalculateratescorrectly. Productweight Productwidth Productheight Productdepth Fixedshipping cost Entertheproductsweightinpounds(lbs). Entertheproductswidth(xdimension). Entertheproductswidth(ydimension). Entertheproductswidth(zdimension). Ifyouwanttochargeasingleshippingpriceforshippingthisproduct,for alldestinations,enterithere. Note:Ifyouleavethisfieldblank,InterspireShoppingCartusesthe defaultshippingcalculatorinstead. Freeshipping Save&exit Save&addanother Cancel Ifyoudonotwanttochargecustomersforshippingofthisproduct,forall destinations,checkthisbox. ClickthistosaveyourchangesandreturntotheViewproductsscreen. Clickthistosaveyourchangesandremaininthisscreentomakefurther changes. ClickthistoreturntotheViewproductsscreenwithoutsavingyour changes.

Shippingdetails

ProductFiles
Usethistabtoconfigureanduploadthefilesthatacustomermaydownloadafter purchasingadownloadableproduct.

PRODUCTS 197
Figure 177 AddaProduct:ProductFiles

Table 37 AddaProduct:ProductFiles

Description

Entersometextdescribingthedownloadableproduct.Thisdisplaysin yourstoresorderstatusscreen(fromwhichacustomerdownloadsthe item). Usethistoselectthedownloadableproduct. Ifyouwanttouploadafileonyourcomputerornetwork,select UploadafilefrommycomputerandclickBrowse.Selectthefileyou wanttouseinthedialogthatdisplays.Thefilepathdisplaysinthetext box. IfyouwanttouploadafilethatisalreadyontheInterspireShopping Cartserver,selectUseafilealreadyontheserver.Selectthefilein thefieldsthatdisplay. Bydefault,onceacustomerhaspurchasedadownloadableitemfrom yourstore,theitemisavailabletodownloadfromthecustomersorders pagefromthatmomenton,indefinitely. Ifyouwanttolimitthetimethatthefileisavailablefordownload,enter thelimitationinthetextbox,andselectthetimeunitfromthelist. Note:Ifyoulimitthetimethatthefileisavailablefordownload,ensure thatyouexplicitlystatethelimitationontheproductpage,or elsewhereinyourstore.

Filetoupload

Disabledownloads after

Maximumdownloads Bydefault,onceacustomerhaspurchasedadownloadableitemfrom yourstore,theitemisavailabletodownloadasmanytimesasthe customerrequires. Ifyouwanttolimitthenumberoftimesacustomermaydownloadthe product,enterthelimithere. Note:Ifyoulimitthenumberoftimesacustomermaydownloadthe product,ensurethatyouexplicitlystatethelimitationonthe productpage,orelsewhereinyourstore. Note:Bearinmindthatifyoulimitthenumberoftimesacustomermay downloadaproduct,aninterrupteddownloadmaymeanthatthe customerissubsequentlyunabletoreceivetheproduct.Thisis particularlyrelevantifyoulimitcustomerstoasingledownload. Attachfiletoproduct Clickthistosaveyoursettingsinthistab. Note:Thisdoesnotsaveyoureditsinothertabsensurethatyouclick Save&exitorSave&addanothertosaveyourchanges.

198 PRODUCTS

RelatedProducts
Usethistabtoconfigureinformationaboutsimilarproductsinyourstore.
Figure 178 AddaProduct:RelatedProducts

TheFindandshowrelatedproductsautomaticallycheckboxisselectedbydefault. InterspireShoppingCartdisplaysalistofsimilarproductsintheproductsstorepage. Ifyouwanttoselecttherelatedproductsyourselfinstead,deselectthecheckbox.The followingthreeextrafieldsdisplay.

Figure 179 AddaProduct:RelatedProducts:ExtraFields

Thetopmostfielddisplaysyourstoresproductcategoriesandsubcategories.Selectthe categoryorsubcategoryoftheproductyouwanttoaddtotherelatedproductslist. Theproductsdisplayinthemiddlefield.Doubleclickaproductnametoaddittothe bottomfield. Thebottomfielddisplaystherelatedproductsthatwillappearintheproductsstore page.Doubleclickaproductinthisfieldtoremovetheproductfromthelist. Whenyouhavefinishedconfiguringthisfield,clickSave&exittosaveyourchangesand returntotheViewproductsscreen,orclickSave&keepeditingtosaveyourchangesand remainintheRelatedproductstab.Alternatively,clickCanceltoreturntotheView productsscreenwithoutsavingyourchanges.

PRODUCTS 199

InventoryTracking
Usethistabtospecifywhetherinventorytrackingisenabledforaproduct,and(ifinventory trackingisenabled)yourcurrentstocklevel,andthestocklevelatwhichtheproductis flaggedaslow.
Figure 180 AddaProduct:InventoryTracking

TheTrackingmethodyouselectdetermineshowInterspireShoppingCartmanagesyour storesstocklevels. SelectDonottrackinventoryforthisproductifyoudonotwantInterspireShopping Carttohelpmanageyourstoresstocklevel. SelectTrackinventoryforthisproductifyouwanttoenterastocklevelforthis productandhaveInterspireShoppingCartadjustthestocklevelwhencustomersorder theproduct.Thefollowingextrafieldsdisplay:

Figure 181 AddaProduct:InventoryTracking:ExtraFields

IntheCurrentstocklevelfield,entertheavailableamountofthisproductinyourstores inventory. IntheLowstocklevelfield,enterthestocklevelatwhichInterspireShoppingCart marksthisproductasrequiringreplenishment. SelectTrackinventorybyproductvariationsifthisproductusesproductvariations, andyouwanttoenterdifferentcurrentandlowstocklevelsforeachvariation. ConfigurethestocklevelsforeachvariationintheProductvariationstab(seeProduct Variationsonpage199). Note:Beforeyouconfiguretheproductvariationsavailableforthisproduct,youmust defineproductvariationtypesintheProducts>Productvariationsscreen(see ViewingandManagingProductVariationsonpage212).

ProductVariations
Usethistabtoconfigurethevariationsthatareavailableforaproduct. Note:Ifyouwanttoassignvariationstoaproduct,youmustfirstcreatevariationsinthe Products>Productvariationsscreen(seeViewingandManagingProductVariations onpage212).

200 PRODUCTS
Figure 182 AddaProduct:ProductVariations

TheWillnothaveanyvariationsinmystoreboxischeckedbydefault.Leavethisselected ifyoudonotwantthisproducttousevariations. Ifyouwanttoallowcustomersofthisproducttochoosevariations,selectWillusea productvariationIvealreadycreated.Usethefieldsthatdisplaytoconfiguretheproduct variationstouse. Note:YoucanselectthisonlyifyoualreadysetupvariationsintheProducts>Product variationsscreen.

Figure 183 AddaProduct:ProductVariations:ExtraFields

Ifyouaresellingaproductforwhichtheusermustselectavariation(forexample,ifyouare sellingapairofboots,thecustomermustselectsizeandwidthvariations)selecttheForce usertoselectoptionvaluesbox.However,ifyourproductdoesnotrequiretheuserto chooseavariation,deselectthisoption. Thedropdownlistthatdisplayscontainsallthevariationsetsthatyouhavecreatedfor yourstoresproducts.Selectthevariationsetthatyouwanttouse. Allpossiblecombinationsofvariationsdisplay.Forexample,ifyouhavetwovariations (sizeandcolor,forexample)eachofwhichhastwopossiblevalues(smallandlarge, andblackandwhite)thenfourcombinationsdisplayhere:smallandwhite,smalland black,largeandwhite,andlargeandblack.
Figure 184 AddaProduct:ProductVariations:VariationCombinations

Table 38 AddaProduct:ProductVariations:VariationCombinations

Selectacombinationscheckboxtopermitthecustomertoselectthe combination.Deselectacombinationscheckboxifthecombination shouldnotbeavailabletocustomers. Note:Allcombinationscheckboxesareselectedbydefault. Color,Size,etc. SKU Acolumndisplaysforeachvariation. IfyouwanttouseaStockKeepingUnitcodeforthiscombination,enterit here.

PRODUCTS 201
Table 38 AddaProduct:ProductVariations:VariationCombinations(continued)

Price

Bydefault,eachcombinationkeepsthesamepriceasthebaseproduct (Nochangedisplays). Toincreasethepriceforthiscombination,selectAddandenterthe priceincreaseinthe$fieldthatdisplays. Todecreasethepriceforthiscombination,selectSubtractandenter thepricedecreaseinthe$fieldthatdisplays. Tokeepthepriceforthiscombinationatafixedvalue,evenifthebase productpricechanges,selectFixedandenterthefixedpriceinthe$ fieldthatdisplays. Bydefault,eachcombinationhasthesameweightasthebaseproduct (Nochangedisplays). Toincreasetheweightforthiscombination,selectAddandenterthe weightincreaseintheLBSfieldthatdisplays. Todecreasetheweightforthiscombination,selectSubtractandenter theweightdecreaseintheLBSfieldthatdisplays. Tokeeptheweightforthiscombinationatafixedvalue,evenifthe baseproductweightchanges,selectFixedandenterthefixedweight intheLBSfieldthatdisplays. Ifyouwanttouseadifferentproductimageforacombination,clickthe Browsebuttonandselecttheimage.Thefilepathdisplaysinthefieldto theleft.

Weight

Image

CustomandConfigurableFields
Usethistabtosetupcustomfields,whichallowyoutoaddextratexttoyourproductpage, andconfigurablefields,whichallowsthecustomertoenterextrainformationthatis providedtoyouwhenthecustomerplacesanorder.
Figure 185 AddaProduct:CustomandConfigurableFields

Customfields: Enterthetypeofinformationinthefirstfield(forexampleISBNnumber)andthe productspecificinformationinthesecondfield(forexample0426060156). Clickthe icontoaddanothercustomfield.Thesecondfielddisplaysbelowthefirst ontheproductpage. Clickthe icontoremoveacustomfield. Configurablefields: Selectthetypeofuserconfigurablefieldyouwanttoinsert. EnterthetextthatdisplaysnexttotheuserconfigurablefieldintheFieldnamefield. SelectRequirediftheusermustenterinformationinthefieldbeforeplacinganorder.

202 PRODUCTS IfyouselectedFile,enterthetypeoffileyouwantcustomerstoupload,andthe maximumsize(inkilobytes)ofuploadedfiles. Clickthe icontoaddanotherconfigurablefield.Thesecondfielddisplaysbelowthe firstontheproductpage. Clickthe icontoremoveaconfigurablefield.

CustomandConfigurableFieldsExample
Inthefollowingexample,youhaveconfiguredtheCustom/Configurablefieldstabas shown:
Figure 186 ExampleCustomandConfigurableTabConfiguration

Whenyousavetheproductsconfiguration,theCustomfieldsdisplayatthebottomofyour storesproductpageunderOtherdetailsasfollows:
Figure 187 ExampleCustomFieldDisplay

Theconfigurablefieldsdisplayatthetopofyourstoresproductpageasfollows:

PRODUCTS 203
Figure 188 ExampleConfigurableFieldDisplay

OtherDetails
Usethistabtoconfigureavarietyofinformationaboutaproduct,includinghowitdisplays inyourstore,warranty,deliverytime,andgiftwrappingoptions.Youcanalsodefinesearch engineoptimization(SEO)information.

204 PRODUCTS
Figure 189 AddaProduct:OtherDetails

Table 39 AddaProduct:OtherDetails

Productwarranty

Enterinformationaboutthewarrantythatyouorthemanufacturer provideonthisproduct. Note:Inyourstoresproductpage,theWarrantyinformationdisplays beneaththeProductdescription.

Templatelayoutfile

IfyouwanttouseacustomHTMLtemplateforthisproductspage,select itfromthelist. Youmusthavepreviouslycreatedcustomtemplates.SeeCustomProduct Templatesonpage206. Selectthenameofanexistingproductbrandtowhichthisproduct belongsfromthelist,orenterthenameofanewbrandinthetextfield. Entersearchtermsforthisproduct.Whenacustomerusesyourstores searchfunction,thesetermsareusedtoidentifytheproduct.Separate searchtermswithcommas(forexample,term1,term2,term3). Note:ThesesearchtermsarealsousedtocreateMETAtagsforthis product.

Brandname Searchkeywords

Producttags

Entertagsforthisproduct.Thesearekeywordsbywhichaproductcan alsobeidentified.

PRODUCTS 205
Table 39 AddaProduct:OtherDetails

Productavailability Visible

Enterinformationaboutthetimetakentoprovidecustomerswiththis productfromyourstore. Selectthischeckboxifthisproductshouldbeavailablefromyourstore. Deselectthiswhenaproductshouldnotbeavailablefromyourstore. Whenaproductisnotvisible,itdoesnotdisplayanywhereinyourstore. SelectthiswhenaproductshoulddisplayintheFeaturedproducts sectionofyourstoresmainpage. Note:TheproductdisplaysintheFeaturedproductssectioninadditionto displayingintheregularproductslist.

Featuredproduct

Giftwrapping

Usethistoconfigureyourproductsthetypesofgiftwrappingavailableto customersforthisproduct. SelectUseallvisiblegiftwrappingoptionsI'vecreatedtoallow customerstoselectallthegiftwrappingsettingsyoucreatedforyour store. SelectDon'tallowthisitemtobegiftwrappedifyoudonotwant customerstorequestgiftwrappingforthisproduct. SelectSpecifyspecificgiftwrappingoptionsforthisproductifyou wanttoallowthecustomertoselectsomeofthegiftwrappingoptions youcreatedforyourstore.Selectthegiftwrappingoptionsyouwant touseinthefieldthatdisplays.
Figure 190 AddaProduct:SelectGiftWrapping

Sortorder

Enterwhereinstoresearchlistsandcategoriesyouwantthisproductto display.Thelowerthenumber,theclosertothetopofliststheproduct displays. Enterthetitlefortheproductspageinyourstore.Thisdisplaysinthe browserwindowstitlebar. Note:Ifyouleavethisblank,InterspireShoppingCartusestheproduct nameasthepagetitle.

Pagetitle

206 PRODUCTS
Table 39 AddaProduct:OtherDetails

METAkeywords

Enterwordsthatdescribeyourproduct.Thesetermsareusedtocreate theproductpagesmetakeywordsattribute.Separatetermswith commas(forexample,term1,term2,term3). Note:Ifyouleavethisblank,thisproductpageusesthestorewidemeta keywordsyouspecifyintheSettings>Storesettingsscreen. Note:Inthepast,themetakeywordsattributewasexaminedbysearch enginestodeterminepagecontentinformation.Now,however,itis rarelyusedtodoso.

METAdescription

Enteradescriptionofyourproduct.Thisisusedtocreatetheproduct pagesmetadescriptionattribute. Note:Ifyouleavethisblank,thisproductpageusesthestorewidemeta descriptionyouspecifyintheSettings>Storesettingsscreen. Note:Unlikethemetakeywordsattribute,themetadescriptionattribute isgenerallysupportedbysearchengines,toprovidecustomerswith aconcisedescriptionofthepage.

CustomProductTemplates
Youcancustomizeyourstoresbasicproductpagetemplate,andthenassignthetemplate toaproductintheProducts>AddproductscreensOtherdetailstab. Tocreateacustomtemplate: 1 Inyourstorestemplates/defaultdirectory,copytheproducts.htmlfileandsaveit elsewhere. 2 Editthenewproducts.htmlfileasnecessary.

PRODUCTS 207
Figure 191 ExampleDefaultProductsTemplateHTMLFile

3 Whenyouhavemadetherequiredchanges,savethefileinyourtemplates/default directory,appendinganunderscoretothename(forexample,_products1.html). 4 CheckthelistinaproductsOtherdetailstab.Thenewtemplatesnamedisplaysin thetemplatelayoutfilelist.Selectthefilenametousethetemplatefortheproduct page.

DiscountRules
Usethistabtosetupdiscountsavailabletocustomerswhopurchaseaproductinbulk.You cansetupmultiplediscountrulesforeachproduct.
Figure 192 AddaProduct:DiscountRules

1 Entertheminimumandmaximumquantityofthisproductthatacustomermust purchasetotakeadvantageofthisdiscountrule. 2 Selectthekindofdiscountyouwanttogivecustomerswhopurchasethequantityof productsyouspecified. SelectPricediscounttooffercustomersacashamountoffeachindividualorders cost.Entertheamountinthefieldthatdisplays. SelectPercentagediscounttooffercustomersapercentageoffeachindividual orderscost.Enterthepercentagediscountvalueinthefieldthatdisplays.

208 PRODUCTS SelectFixedamounttospecifyaspecificcostthatcustomerspayforeachindividual item.Enterthecostoftheproductinthefieldthatdisplays. 3 Ifyouwanttoaddanotherdiscountrule,clickthe icon.Toremoveadiscountrule, clickits icon.

ViewingandManagingProductCategories
Configureproductcategoriessothatyourcustomerscanseeandcomparealltheproducts ofacertaintypethatyourstoreoffers.Categoriesdisplayinthecategoriespanelinyour store. ClickProducts>Productcategories.
Figure 193 ViewProductCategories

Table 40 ViewProductCategories

Createacategory Deleteselected

Clickthistosetupanewproductcategory.SeeAddingandEditing ProductVariationsonpage213. Selectoneormoreproductcategoriesorsubcategoriesandclickthisto removethecategoryfromInterspireShoppingCart.Thecategory informationcannotberetrieved. Note:Whenyoudeleteacategoryorsubcategory,theproductscontained inthecategoryorsubcategoryarenotaffected. SelectaboxbelongingtoacategorybeforeclickingDeleteselected. Selecttheboxatthetopofthecolumntoselectallcategories.

Categoryname Products

Thisdisplaysthenameofthecategoryorsubcategory.Subcategories displayindentedfromtheirparentcategory. Thisdisplaysthenumberofproductscontainedinthecategoryor subcategory.

PRODUCTS 209
Table 40 ViewProductCategories

Visibleinmenu

Thisdisplays whenthecategoryorsubcategorycanbeseeninthe categoriespanelinyourstore. Thisdisplays whenthecategoryorsubcategorycanbeseeninthe categoriespanelinyourstore. Clickanicontotogglevisibilityonoroff. ClickViewtoseeacategoryspageinanewwindowasitdisplaysin yourstore. ClickNewtosetupanewproductcategory.SeeAddingandEditing ProductCategoriesonpage209. ClickEdittomodifyaproductcategoryssettings.SeeAddingand EditingProductCategoriesonpage209.

Action

AddingandEditingProductCategories
Toaddanewproductcategorypage,clickProducts>Productcategories.ClickCreate category. Toeditanexistingproductcategorypage,clickProducts>Productcategoriesandclicka categorysEditlink.

210 PRODUCTS
Figure 194 CreateorEditCategory

Table 41 CreateorEditCategory

Name Description

Enteranameforthiscategory. Usethissectiontoentertheinformationthatdisplaysinyourstores categorypage.SeeTheHTMLEditoronpage73forinformationonusing theHTMLeditingfeatures. Ifthiscategoryshouldbelongtoanother,broadercategory,selectthe parentcategoryhere. Ifyouwanttocreateatoplevelcategory,selectNoparentcategory. IfyouwanttouseacustomHTMLtemplateforthisproductspage,select itfromthelist. Youmusthavepreviouslycreatedcustomtemplates.SeeCustom ProductTemplatesonpage206. Selectthenameofanexistingproductbrandtowhichthisproduct belongsfromthelist,orenterthenameofanewbrandinthetextfield.

Parentcategory

Templatelayoutfile

Sortorder

PRODUCTS 211
Table 41 CreateorEditCategory

Categoryimage

Usethisfieldtouploadanimagethatdisplaysinthecategorysparent category. Note:Toplevelcategoriescannotusecategoryimages,sincethereisno parentpageinwhichtodisplaythem. Forexampleifyourunacampingstoreandarecreatingacategoryfor tents,youcanuploadanimageofavarietyoftents. Clicktheimagenametoviewtheimageinanewwindow. Note:Youcanuseimagesofthefollowingtypes:GraphicsInterchange Format(.gif),JPEG(.jpg)andPortableNetworkGraphics(.png).

Deletecurrentimage

ThisdisplayswhenyouareusingaCategoryimage.Selectthisandclick BrowsetoremovethecurrentimagefromtheInterspireShoppingCart serverwhenyouuploadanewfile. Enterthetitleforthecategoryspageinyourstore.Thisdisplaysinthe browserwindowstitlebar. Note:Ifyouleavethisblank,InterspireShoppingCartusesthecategory nameasthepagetitle.

Pagetitle

METAkeywords

Enterwordsthatdescribethiscategory.Thesetermsareusedtocreate thecategorypagesmetakeywordsattribute.Separatetermswith commas(forexample,term1,term2,term3). Note:Ifyouleavethisblank,thisproductpageusesthestorewidemeta keywordsyouspecifyintheSettings>Storesettingsscreen. Note:Inthepast,themetakeywordsattributewasexaminedbysearch enginestodeterminepagecontentinformation.Now,however,itis rarelyusedtodoso.

METAdescription

Enteradescriptionofthiscategory.Thisisusedtocreatethecategory pagesmetadescriptionattribute. Note:Ifyouleavethisblank,thisproductpageusesthestorewidemeta descriptionyouspecifyintheSettings>Storesettingsscreen. Note:Unlikethemetakeywordsattribute,themetadescriptionattribute isgenerallysupportedbysearchengines,toprovidecustomerswith aconcisedescriptionofthepage.

Save&exit Save&addanother Cancel

ClickthistosaveyourchangesandreturntotheProductcategories screen. Clickthistosaveyourchangesandremaininthisscreentomakefurther changes. ClickthistoreturntotheProductcategoriesscreenwithoutsavingyour changes.

CustomCategoryTemplates
Youcancustomizeyourstoresbasiccategorypagetemplate,andthenassignthetemplate toacategory.

212 PRODUCTS Tocreateacustomtemplate: 1 Inyourstorestemplates/defaultdirectory,copythecategory.htmlfileandsaveit elsewhere. 2 Editthenewcategory.htmlfileasnecessary.

Figure 195 ExampleDefaultCategoryTemplateHTMLFile

3 Whenyouhavemadetherequiredchanges,savethefileinyourtemplates/default directory,appendinganunderscoretothename(forexample,_category1.html). 4 CheckthelistinacategorysTemplatelayoutfilelist.Thenewtemplatesname displays.Selectthefilenametousethetemplateforthecategorypage.

ViewingandManagingProductVariations
Toviewtheproductvariationsetsthatyoualreadycreated,clickProducts>Product variations. Note:Ifyoudidnotyetcreateanyproductvariations,novariationsdisplayinthisscreen. ClickAddaproductvariationtosetupanewvariationset(seeAddingandEditing ProductVariationsonpage213).

PRODUCTS 213
Figure 196 ViewProductVariations

Table 42 ViewProductVariations

SelectaboxbelongingtoavariationsetbeforeclickingDeleteselected. Selecttheboxatthetopofthecolumntoselectallvariationsets. Variationname Numberofoptions Thisdisplaysthenameyougavetothisvariationset. Thisdisplaysthenumberofvariablesdefinedwithinthevariationset. Forexample,ifyousetupavariationsetinwhichthecustomercanchoose acolorandasize,thisfieldreads2. ClickEdittomodifythevariationsetsdetails.

Action

AddingandEditingProductVariations
Toaddaproductvariationset,clickProducts>Productvariations.Then,clicktheAdda productvariationbutton. Note:Whenyouaddanewproductvariationset,anexamplevariationsetdisplays.Modify theexamplesettocreateyourownvariationset. Toeditanexistingproductvariationset,clickProducts>Productvariations.Then,click thevariationsetsEditlink.

214 PRODUCTS
Figure 197 AddaProductVariation

Table 43 AddaProductVariation

Variationname

Enteradescriptivenameforthisproductvariationset. Note:Thisnamedoesnotdisplaytoyourstorescustomers.

Variationoptions

Thefieldsonthelefthanddisplayeachvariationintheset. Enteranameforeachvariationintheset.Clickthe iconnexttoa variationtoaddanewvariation,orclickthe iconnexttoavariation toremovethevariationanditsassociatedoptions. Thefieldsontherightdisplayeachoptionavailableinthevariation. Enteranameforeachoption.Clickthe iconnexttoanoptionto addanewoption,orclickthe iconnexttoanoptiontoremovethe option. Note:Thenamesyouuseinthesefieldsarevisibletoyourstores customers.Useclear,descriptivenamessothatyourcustomerscan maketheirchoiceseasily.

Save&exit Save&addanother Cancel

ClickthistosaveyourchangesandreturntotheProductvariations screen. Clickthistosaveyourchangesandremaininthisscreentomakefurther changes. ClickthistoreturntotheProductvariationsscreenwithoutsavingyour changes.

SearchingProductDetails
Youcansearchyourstoresproductlistintwoways: Quickproductsearch:usethesearchboxinaproductscreentoperformaquicksearch oftheproductlistsProductnamefields.SeeQuickProductSearchonpage215.

PRODUCTS 215 Advancedproductsearch:clickProducts>Searchproductstoperformanadvanced searchthatallowsyoutomakeavarietyofsearchselections,andsearchforrangesof price,numberoforders,inventorylevel,andvisibility,featuredandshippingsettings. SeeAdvancedProductSearchonpage215.

QuickProductSearch
UsetheSearchfunctionintheProducts>Viewproductsscreentosearchyourstores productlist.
Figure 198 SearchingProductList

Enterthetermforwhichyouwanttosearch,andclickSearch.InterspireShoppingCart searchestheProductnamefield,anddisplaysthesearchresults. Note:TheCustomerIDfielddoesnotdisplayintheViewcustomerscreen. ClickAdvancedsearchtoperformamoreindepthsearch;seeAdvancedProduct Searchonpage215. ClickClearsearchresultstoviewallyourstoresproducts(thisfielddisplaysonlywhen youhavealreadyperformedasearch).

AdvancedProductSearch
Toperformanadvancedsearchofyourstoresproductlist,clickProducts>Search products. Note:YoucanalsoclickAdvancedsearchintheProducts>Viewproductsscreen. Enteryoursearchparametersinthescreenthatdisplays.

216 PRODUCTS
Figure 199 AdvancedProductSearch

Table 44 AdvancedCustomerSearch

Searchkeywords

Enteratermforwhichtosearch. Note:Thisfunctionsearchesthefollowingfields:ProductID,SKU,Title, DescriptionandSearchkeywords.

Brandname Categories

Selectoneofyourstoresbrandsfromthelistifyouwanttosearchonlyfor productsbelongingtothatbrand. Selectoneormorecategoriesifyouwanttosearchonlyforproducts belongingtothatcategory. Note:TheAutomaticallysearchsubcategoriesboxisselectedby default.Deselectthisoptionifyoudonotwanttosearchina categoryssubcategories.

Pricerange Quantitysold Inventorylevel

Usethistosearchforproductsinarangeofprices(excludingshipping, discounts,etc).Enterlowandhighprices. Usethistosearchforproductsthathavebeensoldacertainnumberof times.Enterlowandhighsalesnumbers. Usethistosearchforproductswhosestocklevelsareinacertainrange. Enterlowandhighstocklevels. Note:SelectFindproductsbelowinventoryquantitywarninglevelto searchonlyforproductswithastocklevellowerthanthelowstock warninglevelyouconfiguredfortheproduct.

PRODUCTS 217
Table 44 AdvancedCustomerSearch

Productvisibility

SelectOnlyvisibleproductstosearchonlyforproductsthatcanbe seenbycustomersinyourstore. SelectOnlyinvisibleproductstosearchonlyforproductsthatcannot beseenbycustomersinyourstore. SelectNopreferencetosearchforbothvisibleandinvisibleproducts. SelectOnlyfeaturedproductstosearchonlyforproductsthatdisplay inthefeaturedproductssectionofyourstore. SelectOnlynonfeaturedproductstosearchonlyforproductsthatdo notdisplayinthefeaturedproductssectionofyourstore. SelectNopreferencetosearchforbothfeaturedandnonfeatured products. SelectOnlyfreeshippingtosearchonlyforproductsforwhichyoudo notchargeshipping. SelectOnlypaidshippingtosearchonlyforproductsforwhichyou chargeshipping. SelectNopreferencetosearchforbothfreeandpaidproducts. Clickthistoperformthesearch. ClickthistoreturntotheViewproductsscreen.

Featuredproduct

Freeshipping

Search Cancel

ImportingProductsDetails
InterspireShoppingCartallowsyoutoimportproductsdetailsfromaCSV(Comma SeparatedValues)file.Youcanimportfilesfromyourcomputer,orfromtheInterspire ShoppingCartserver. TheCSVfilethatyouuseshouldcontaininformationthatyoucanmaptothefollowing fields: Note:TheonlymandatoryfieldsareProductnameandCategory. ProductName Category BrandName ProductCode/SKU ProductDescription ProductAvailability Price CostPrice SalePrice RetailPrice CurrentStockLevel TaxableProduct? LowStockLevel ProductWarranty

218 PRODUCTS FixedShippingCost ProductWeight ProductWidth ProductHeight ProductDepth PageTitle METAKeywords METADescription ProductImage DownloadableProductFile Note:MakesurethatthefileyouuseisacorrectlyformattedCSVfile,andnotaMicrosoft Excelfile(forexample). Toimportproductdetails: 1 CreateyourCSVfile.YoucanexportCSVfilesfrommostfinancialandspreadsheet applications,oryoucancreateonemanuallyasaplaintext(.txt)file. CheckyourCSVfilesformat.IfyourCSVfilecontainsfieldheaders,theyshould occupythefirstlineofthefile.ThisexampleusesthefollowingsimpleCSVfile,which definesfieldnamesandcontainsasinglerecordsentry:
Figure 200 ExampleProductInformationCSVFile

Note:Inordertodisplaythefirstlineinfullintheabovefigure,itstextiswrappedontothe subsequentthreelines. Thefirstlineofthefiledefinesthefieldheadernames,andimpliesthateach subsequentlineshouldhavetwentyfourfields. Notethatthefileusesacomma(,)toseparatefields.Thisisstandard.Youcanusea differentcharacter,butmakesureyouspecifytheFieldseparatorcharacteryouare usingintheImportproductsscreen.

PRODUCTS 219 Likewise,thequotes()charactersdefinethefieldinformation.Youcanusea differentcharacter,butmakesureyouspecifytheFieldenclosurecharacteryouare usingintheImportproductsscreen. 2 InInterspireShoppingCart,clickProducts>Importproducts.

Figure 201 ImportProductDetails

3 Configurethefieldsinthisscreen: Definetheproductcategoryintowhichtoimporttherecordsinthisfile.IfyourCSV filedefinesthecategoryofeachproduct,selectDetectcategorynamesfromCSV file(selectedbydefault).IfyourCSVfiledoesnotcontaincategoryinformation, deselectthisoptionandchoosethecategorytowhichyouwanttoimportthe recordsfromthelistthatdisplays. Ifyouwanttoimportproductinformationfromafileonyourcomputerornetwork, selectUploadafilefrommycomputerandclickBrowse.Selectthefileyouwantto useinthedialogthatdisplays.Thefilepathdisplaysinthetextbox. IfyouwanttoimportproductinformationfromafilethatisalreadyontheInterspire ShoppingCartserver,selectUseafilealreadyontheserver.Selectthefileinthe fieldsthatdisplay. IfyourCSVfilecontainsheadersthatdefinethefieldnames,selectContains headers. IntheFieldseparatorfield,definethecharacterthatseparatesthefieldsinyour CSVfile.Thisisusuallyacomma(,). IntheFieldenclosurefield,definethecharacterthatenclosesthefieldcontents. 4 ClickNext.ThescreenthatdisplaysallowyoutoselectwhichfieldsinyourCSVfile youwanttomaptothefieldsinInterspireShoppingCartsproductslist.

220 PRODUCTS
Figure 202 ImportProductDetails:MapFields

Ineachlist,selectthefield(definedinyourCSVfile)thatshouldmatchthespecified fieldinInterspireShoppingCart. Note:WhenafieldnamedefinedinyourCSVfilematchesoneofthefieldnamesin InterspireShoppingCart,thefieldismappedautomatically. Whenyoudefinethefield(orfields)thatcontainscategoryinformation,youhave twooptions: ChooseMycategoryinformationisinonecolumninmyCSVfileifyourCSVfile definesonlyonecategoryforeachrecord. Alternatively,chooseMycategoryinformationisinmorethanonecolumninmy CSVfileifyourCSVfiledefinesmultiplecategories,inordertosetupparentand childcategories.Newfieldsdisplaythatallowyoutoselectthefieldsthatdetermine theRootcategory(firstlevel),Childcategory(secondlevel)andGrandchild category(thirdlevel).

PRODUCTS 221
Figure 203 MapFieldstoMultipleCategoryLevels

5 ClickNext.
Figure 204 ImportProductDetails:ReadytoImport

6 ClickStartimport.InterspireShoppingCartloadstheinformationinthefileyou selectedandprocessestheordersaccordingly.
Figure 205 ImportProductDetails:InProgress

Whentheimportprocessiscomplete,areportscreendisplays.
Figure 206 ImportProductDetails:Report

Ifanerrorhasoccurredintheimportprocess,alinkdisplays:
Figure 207 ImportProductDetails:Error

Clickthelinktoseewhatwentwrong.

222 PRODUCTS
Figure 208 ImportProductDetails:ErrorReport

7 Onceyouhaveimportedthecustomerdetails,youcanchecktheProduct>View Productsscreentoensurethattheimportwassuccessful.
Figure 209 ImportProductDetails:ImportSuccessful

ViewingandApprovingProductReviews
Toseetheproductreviewsthathavebeensubmittedtoyourstoreandapprove,disapprove ordeletethem,clickProducts>Productreviews.
Figure 210 ViewSubmittedProductReviews

Table 45 ViewSubmittedProductReviews

Deleteselected Approveselected

SelectoneormorereviewsandclickthistoremovethemfromInterspire ShoppingCart.Thereviewscannotberetrieved. Selectoneormoreproductreviewsandclickthistoapprovethem.Each reviewisaddedtotheproductspageinyourstore,whereanybodycan readit. Selectthistopreventtheproductreviewfrombeingpostedinyourstore, butkeeptheinformationinInterspireShoppingCart.

Disapproveselected

PRODUCTS 223
Table 45 ViewSubmittedProductReviews

Search

EnteraterminthetextfieldandclickSearchtosearchtheTitleand Postedbyfields. SelectaboxbelongingtoareviewbeforeclickingDeleteselected, ApproveselectedorDisapproveselected. Selecttheboxatthetopofthecolumntoselectallreviews.

Title Product

Thisdisplaysthetitleofthereview,writtenbythereviewer. Thisdisplaysthenameoftheproductthatisthesubjectofthereview. Clickthelinktoseetheproductspageinyourstore. Note:Ifyouapprovethereview,thereviewisdisplayedonthisproducts pageinyourstore.

Rating Postedby Date Status

Thisdisplaysthestarratingthatthereviewergavetothisproduct. Thisdisplaysthereviewersname,asenteredbythereviewer. Thisdisplaysthedateonwhichthereviewwassubmitted. Pendingdisplaysifthereviewhasbeensubmittedbuttotyet approved,orifareviewwasapproved,thendisproved. Approveddisplaysifthereviewhasbeensubmittedandsubsequently approvedbyaInterspireShoppingCartadministrator. ClickPreviewtoseethereviewinfull,inanewwindow. ClickEdittomodifythereviewpriortoinclusioninyourstore.See EditingProductReviewsonpage223.

Action

EditingProductReviews
Toeditaproductreviewthatauserofyourstoresubmitted: 1 ClickProducts>Productreviews,thenclickthereviewsEditlink.
Figure 211 EditProductReview

2 Modifythefieldsinthisscreen: IntheTitlefield,editthereviewtitlethatyouwanttodisplayinyourstoresproduct page.

224 PRODUCTS IntheReviewfield,editthebodyofthereview,asyouwantittodisplayinyour storesproductpage. IntheAuthorfield,editthenameofthepersonwhosubmittedthereview. IntheStatusfield,youcanspecifywhetherthereviewisPending(neitherapproved nordisapproved,andnotvisibleinyourstoresproductpage),Approved(visiblein yourstoresproductpage)orDisapproved(notvisibleinyourstoresproductpage). IntheRatinglist,selectthesatisfactionratingforthisreview. 3 ClickSavetosaveyourchangesandreturntotheViewreviewsscreen.Alternatively, clickCanceltoreturntotheViewreviewsscreenwithoutsavingyourchanges.

ViewingandManagingProductBrands
Toviewtheproductbrandsyousetupforyourstore,clickProducts>Viewbrands.
Figure 212 ViewBrands

Table 46 ViewBrands

Addabrand Deleteselected

Clickthistosetupanewproductbrandforyourstore.SeeAddingNew ProductBrandsonpage224. Selectoneormorebrandscheckboxesandclickthistoremovethebrand orbrandsfromInterspireShoppingCart.Thebrandinformationcannotbe retrieved,althoughtheproductsthatbelongtothebrandarenot affected. EnteraterminthetextfieldandclickSearchtosearchtheTitleand Postedbyfields. SelectaboxbelongingtoabrandbeforeclickingDeleteselected. Selecttheboxatthetopofthecolumntoselectallbrands.

Search

Brandname Products Action

Thisdisplaysthenameoftheproductbrandyousetup. Thisdisplaysthenumberofindividualproductitemsthatbelongtothis brand. SelectEdittomodifythedetailsofthisbrand.SeeAddingNewProduct Brandsonpage224.

AddingNewProductBrands
Toaddoneormorenewbrands,clickProducts>Viewbrands,thenclicktheAddabrand button.

PRODUCTS 225 Note:Ifyouwanttospecifyabrandspecificpagetitle,metakeywordsetanddescription, orbrandimage,editthenewbrandonceyouhavecreatedit(seeEditingProduct Brandsonpage225).

Figure 213 AddBrands

EnterthenamesofthebrandsthatyouwanttocreateintheBrandnamesfield,withone brandnameoneachline. ClickSavewhenyouarefinishedtosaveyourchangesandreturntotheViewbrands screen.Alternatively,clickCanceltoreturntotheViewbrandsscreenwithoutsavingyour changes.

EditingProductBrands
Toeditthedetailsofanexistingbrand: 1 ClickProducts>Viewbrands,thenclickthebrandsEditlink.
Figure 214 EditaBrand

2 Editthefieldsinthisscreen: TheBrandnamefieldistheonlymandatoryfieldinthisscreen.Editthenameif required. EnteraPagetitleforthisbrandspageinyourstore.Thistitledisplaysinthetoolbar ofyourcustomersbrowser.

226 PRODUCTS SpecifyMETAkeywordsforthisbrandspageinyourstore.Enterwordsthat describeyourproduct.Thesetermsareusedtocreatethebrandpagesmeta keywordsattribute.Separatetermswithcommas(forexample,term1,term2, term3). Note:Ifyouleavethisblank,thisproductpageusesthestorewidemetakeywordsyou specifyintheSettings>Storesettingsscreen. Note:Inthepast,themetakeywordsattributewasexaminedbysearchenginesto determinepagecontentinformation.Now,however,itisnowrarelyusedtodoso. SpecifyaMETAdescriptionforthisbrandspageinyourstore.Enteradescription ofyourproduct.Thisisusedtocreatetheproductpagesmetadescriptionattribute. Note:Ifyouleavethisblank,thisproductpageusesthestorewidemetadescriptionyou specifyintheSettings>Storesettingsscreen. Note:Unlikethemetakeywordsattribute,themetadescriptionattributeisgenerally supportedbysearchengines,toprovidecustomerswithaconcisedescriptionofthe page. SpecifyaBrandimagethatdisplaysforthisimageonyourstoresBrandspage:click Browseandselecttheimage.Thefilepathdisplaysinthefieldtotheleft. 3 ClickSavetosaveyourchangesandreturntotheViewbrandsscreen.

227

WebsiteContent
ThischapterexplainshowtousetheWebsitecontentmenuinthenavigationbar.
Figure 215 TheWebsiteContentMenu

WebsiteContentOverview
TheWebsitecontentmenuallowsyoutocreatetwotypesofstorecontent: Newsitems:whenyoucreateanewsitem,itstitledisplaysonthemainpageofyour site.Customerscanclickthetitletogotoapagethatdisplaysthenewsstoryinfull.For thisreason,itisimportanttouseatitlethatconveysthefullmessageofthenewsitem.
Figure 216 ExampleNewsItems

Webpages:youcancreateavarietyofwebsitepagesthatareavailabletocustomersas partofyourstore.Thewebpagesyoucreatecanbereached(bydefault)vialinksthat appearinyourstoresnavigationbar. Youcanalsocreatesubpages.Theseareindividualpagesthatbelongtoaparentpage, andcanbereachedviadropdownliststhatdisplaywhenacustomerplacesthemouse pointerovertheparentlinkinthenavigationbar,orbyclickingonalinkintheparent pageitself.

228 WEBSITECONTENT
Figure 217 PageandSubPageNavigationExample

InterspireShoppingCartletsyoucreateavarietyofwebsitepages.Youcanbuildyour ownpages,createanavigationlinktoanotherpageontheInternetoranRSS(Really SimpleSyndication)feed,orcreateacontactformthatallowsuserstogetintouchwith you.

ViewingandManagingNewsItems
Toviewthenewsitemsthatyoucreatedforyourstore,clickWebsitecontent,thenView newsitems.
Figure 218 ViewNewsItems

Table 47 ViewNewsItems

Createanewsitem Deleteselected

Clickthistosetupanewsitem.SeeCreatingandEditingNewsItemson page229. Selectoneormorenewsitemscheckboxesandclickthistoremovethe newsitemfromInterspireShoppingCart.Thenewsitemcannotbe retrieved. Note:Ifyouwanttostopanewsitemdisplayingonyoursite,butkeepthe newsiteminformation,changeitsstatusintheVisiblecolumn.

Search

UsethistosearchyournewsitemsTitlefield.Enterthetermforwhich youwanttosearchandclickSearch.Whenyouhaveperformedasearch, clickClearsearchresultstoviewallnewsitems.

WEBSITECONTENT 229
Table 47 ViewNewsItems

SelectanewsitemscheckboxbeforeclickingDeleteselected. Selecttheboxatthetopofthecolumntoselectallnewsitems. Title Date Visible Thisdisplaysthenewsitemstitle. Thisdisplaysthedateonwhichthenewsitemwascreated. Thisdisplaysatick( )ifthenewsitemisvisibletocustomersinyour store. Thisdisplaysacross( )ifthenewsitemisnotvisibletocustomersin yourstore. Clicktheicontotogglevisibilityonoroff. ClickEdittomodifythenewsitemsdetails.SeeCreatingandEditing NewsItemsonpage229. ClickPreviewposttoviewthenewsiteminanewwindow.

Action

CreatingandEditingNewsItems
Tocreateanewsitemtodisplayonyourstore,clickWebsitecontent>Createanews item. Toeditanexistingnewsitem,clicktheitemsEditlinkintheWebsitecontent>Viewnews items.
Figure 219 CreateaNewsItem

EnteraTitleforthisnewsitem.Thetitledisplaysonyourstoresmainpageasahyperlink thatcustomerscanclicktoviewthenewsitemspage.

230 WEBSITECONTENT SelecttheVisiblecheckboxtohavethenewsitemdisplayinyourstore.Deselectthe checkboxifyoudonotwantthenewsitemtodisplayonyourstoreyet. IntheNewsitemcontentsection,enterthedetailsofyournewsitem.SeeTheHTML Editoronpage73forinformationonusingtheeditingtools. ClickSavetosaveyourchanges.IfyouselectedtheVisiblecheckbox,thenewsitem displaysinyourstoreimmediately.Alternatively,clickCanceltoreturntotheViewnews itemsscreenwithoutsavingyourchanges.

ViewingandManagingWebPages
Toviewthewebpagesyoucreated,clickWebsitecontent>Viewwebpages.
Figure 220 ViewWebPages

Table 48 ViewWebPage

Createawebpage Deleteselected

Clickthistodesignanewwebpage.SeeCreatingandEditingWebPages onpage231. Selectoneormorewebpagescheckboxesandclickthistoremovethe webpagefromInterspireShoppingCart.Thewebpagecannotbe retrieved. Note:Ifyouwanttostopawebpagedisplayingonyoursite,butkeepthe newsiteminformation,changeitsstatusintheVisiblecolumn. SelectawebpagescheckboxbeforeclickingDeleteselected. Selecttheboxatthetopofthecolumntoselectallwebpages.

Pagetitle

Thisdisplaysthetitleofthiswebpage.Whenacustomerviewsthepage, thetitledisplaysinthebrowserwindowstitlebar. Whenapagehassubpages,thesubpagedisplaysindentedfromthe parentpage. NormalpagedisplaysifyouselectedContaincontentcreatedusing theWYSIWYGeditorbelowwhenyoucreatedthepage. WebsitelinkdisplaysifyouselectedLinktoanotherwebsiteor documentwhenyoucreatedthepage. SyndicatedcontentdisplaysifyouselectedDisplaysyndicated contentfromanRSSfeedwhenyoucreatedthepage. ContactformdisplaysifyouselectedAllowpeopletosend questions/commentsviaacontactformwhenyoucreatedthepage.

Pagetype

WEBSITECONTENT 231
Table 48 ViewWebPage

Visible

Thisdisplaysatick( )ifthewebpageisvisibletocustomersinyour store. Thisdisplaysacross( )ifthewebpageisnotvisibletocustomersin yourstore. Clicktheicontotogglevisibilityonoroff. ClickPreviewtoviewthewebpageinanewwindow. ClickEdittomodifythewebpage.SeeCreatingandEditingWebPages onpage231.

Action

CreatingandEditingWebPages
YoucancreatefourtypesofwebpageinInterspireShoppingCart: Normalwebpage:astandardwebsitepagethatyoucreateusingInterspireShopping CartsWYSIWYG(WhatYouSeeIsWhatYouGet)editor. Websitelinkpage:alinktoanotherwebpageontheInternet. Syndicatedcontentpage:alinktoanRSS(ReallySimpleSyndication)feed. Contactformpage:apagethatacustomercanusetosubmitafeedbackformtoyou.

NormalWebPage
Tocreateastandardwebpage,clickWebsitecontent>Createwebpage. SelectContaincontentcreatedusingtheWYSIWYGeditorbelowintheThispagewill section.

232 WEBSITECONTENT
Figure 221 CreateaNormalWebPage

Table 49 CreateaNormalWebPage

Pagetitle Pagecontent Navigationmenu Parentpage

Enteratitleforthiswebpage.Whenacustomerviewsthepage,thetitle displaysinthebrowserwindowstitlebar. Designthecontentsofyourwebpageinthissection.SeeTheHTML Editoronpage73forinformationonusingtheeditingtools. SelectYes,showthiswebpageonthenavigationmenutohavetheweb pagedisplayinyourstoresnavigationbar. Ifyouwantthispagetodisplaybeneathanotherofyourstorespages, selectthepagehere. Ifyoudonotwantthispagetodisplaybeneathanotherpage,selectNo parentpage.

WEBSITECONTENT 233
Table 49 CreateaNormalWebPage

METAkeywords

Enterwordsthatdescribethispage.Thesetermsareusedtocreatethe pagesmetakeywordsattribute.Separatetermswithcommas(for example,term1,term2,term3). Note:Ifyouleavethisblank,thispageusesthestorewidemetakeywords youspecifyintheSettings>Storesettingsscreen. Note:Inthepast,themetakeywordsattributewasexaminedbysearch enginestodeterminepagecontentinformation.Now,however,itis rarelyusedtodoso.

METAdescription

Enteradescriptionofyourpage.Thisisusedtocreatethepagesmeta descriptionattribute. Note:Ifyouleavethisblank,thispageusesthestorewidemeta descriptionyouspecifyintheSettings>Storesettingsscreen. Note:Unlikethemetakeywordsattribute,themetadescriptionattribute isgenerallysupportedbysearchengines,toprovidecustomerswith aconcisedescriptionofthepage.

Templatelayoutfile

IfyouwanttouseacustomHTMLtemplateforthispage,selectitfrom thelist. Youmusthavepreviouslycreatedcustomtemplates.SeeCustomPage Templatesonpage237.

Displayashomepage Selectthisifyouwanttousethispageasyourstoresmainpage. Restricttocustomers Selectthisifyouwantonlycustomerswhohaveloggedintoyourstoreto only beabletoviewthispage. Sortorder Usethisfieldtocontroltheorderinwhichthewebpagetitlesdisplayin thenavigationbar.Pagetitlesdisplayfromlefttorightinthenumericsort orderyouconfigure. ClickthistosavethewebpageandreturntotheViewwebpagesscreen. Clickthistosavethewebpageandcontinueconfiguringthepage. ClickthistoreturntotheViewwebpagesscreenwithoutsavingyour changes.

Save&exit Save&addanother Cancel

WebsiteLinkPage
TocreatealinktoanotherwebpageontheInternet,clickWebsitecontent>Createweb page. SelectLinktoanotherwebsiteordocumentintheThispagewillsection.

234 WEBSITECONTENT
Figure 222 CreateaWebsiteLinkPage

ThefollowingtabledescribesthefieldsnotdescribedinTable49onpage232.
Table 50 CreateaWebsiteLinkPage

Link

EnterthefullURLofthewebpagetowhichyouwanttolink(forexample http://www.examplesite.com/examplepage.html).

SyndicatedContentPage
TocreateanRSSfeedwebpage,clickWebsitecontent>Createwebpage. SelectDisplaysyndicatedcontentfromanRSSfeedintheThispagewillsection.

WEBSITECONTENT 235
Figure 223 CreateaSyndicatedContentWebPage

ThefollowingtabledescribesthefieldsnotdescribedinTable49onpage232.
Table 51 CreateaWebsiteSynd icatedContentPage

RSSfeed

EnterthefullURLofthesyndicatedcontentfeedtowhichyouwanttolink (forexamplehttp://www.examplesite.com/examplefeed.rss).

ContactFormPage
Tocreateawebpagethatallowscustomerstocontactyou,clickWebsitecontent>Create webpage. SelectAllowpeopletosendquestions/commentsviaacontactformintheThispagewill section.

236 WEBSITECONTENT
Figure 224 CreateaContactFormWebPage

ThefollowingtabledescribesthefieldsnotdescribedinTable49onpage232.
Table 52 CreateaWebsiteContactFormPage

Emailquestionsto Showthesefields

Entertheemailaddresstowhichcustomersubmittedcontactforms shouldbesent. Selectthefieldsthatdisplayinthecontactform.TheEmailaddressand Question/commentfieldsaremandatory.

WEBSITECONTENT 237

CustomPageTemplates
Youcancustomizeyourstoresbasiccustompagetemplate,andthenassignthetemplate toapage(clickWebsitecontent>Viewwebpages,andclickapagesEditlink;see CreatingandEditingWebPagesonpage231). Tocreateacustomtemplate: 1 Inyourstorestemplates/defaultdirectory,copythepage.htmlfileandsaveit elsewhere. 2 Editthenewpage.htmlfileasnecessary.
Figure 225 ExampleDefaultPageTemplateHTMLFile

3 Whenyouhavemadetherequiredchanges,savethefileinyourtemplates/default directory,appendinganunderscoretothename(forexample,_page1.html). 4 CheckthelistinapagessEditscreen.Thenewtemplatesnamedisplaysinthe templatelayoutfilelist.Selectthefilenametousethetemplateforthepage.

238 WEBSITECONTENT

239

Promotions
ThischapterexplainshowtousethePromotionsmenuinthenavigationbar.
Figure 226 ThePromotionsMenu

PromotionsOverview
InterspireShoppingCartassiststhepromotionandmarketingofyourstoreinavarietyof ways.

Banners
UseInterspireShoppingCartsbannercreationfeaturetodesignorimporttext,image,or flashanimationbannerstodisplayatthetoporbottomyourstorespages.Youcanchoose thepagesonwhicheachbannerdisplays,andusedifferentbannersondifferentpages.

240 PROMOTIONS
Figure 227 ExampleBannerDisplay

SeeViewingandManagingBannersonpage243formoreinformation.

Coupons
Promotionalcouponcodesallowcustomerstoreceiveadiscountonordersfromyourstore. Youhaveavarietyofchoiceswhenyoucreatecoupons;youcanspecifyadiscountamount, thelengthoftimeinwhichthecouponcanbeused,howoftenthesamecouponcodemay beused,theproductsforwhichitcanbeused,andtheminimumpurchasenecessarybefore acustomercanuseit. Youcanprovideapromotionalcouponcodetoprospectivecustomersthroughwhatever mediumyoulike.Includecodesinyouremailnewsletter,printthemonflierstohandoutto thepublic,ordisseminatetheminanywaynecessarytofitinwithyourexistingmarketing strategy. Customersinpossessionofthisalphanumericcodeshopasnormalinyourstore,andenter thecodeinthecheckoutpagetotakeadvantageofthediscount.
Figure 228 ExampleCoupon/GiftCertificateCodeEntry

SeeViewingandManagingCouponCodesonpage245formoreinformation.

PROMOTIONS 241

GiftCertificates
Giftcertificatesworkinasimilarwaytocouponcodes,butarepurchasedbyacustomer fromyourstoreinthesamewayasanyotherdownloadableproduct.Adigitalcertificateis createdcontaininganalphanumericcodenumber.Thecustomercandownloadthe certificateandgiveittoitsrecipient.Thegiftcertificaterecipientshopsasnormal,and entersthecodeatthecheckout(seefigure228)totakeadvantageofadiscountequaltothe certificatesfacevalue.
Figure 229 ExampleGiftCertificate

Ifthefirstorderforwhichacertificateisuseddoesnotdepletethecertificatesfacevalue entirely,therecipientcanusetheremainingvaluetopayforsubsequentorders. SeeViewingandManagingGiftCertificatesonpage249formoreinformation. Note:UsethePromotions>Viewgiftcertificatesscreentomanagethecertificatesthat customershavebought.UsetheSettings>Giftcertificatesettingsscreento configurethegiftcertificatesthatcustomersmaypurchase.

EmailNewsletterSupport
Customerscansubmittheirdetails(nameandemailaddress)toreceiveastorenewsletter. Whenyouwanttocreateanewsletter,youcandownloadthelistofaddressestoaCSV (CommaSeparatedValues)file.YoucanthenusetheCSVfilewithyouremailprogram. Note:YoudonotneedtodothisifyourstoreisintegratedwithInterspireEmailMarketer. SeeManagingEmailMarketerSettingsonpage383formoreinformation.
Figure 230 ExampleNewsletterSignupFields

SeeExportingEmailSubscriberDetailsonpage253formoreinformation.

242 PROMOTIONS

GoogleProducts
Googleproductsearch(alsoknownasFroogleandGoogleshopping)isapricecomparison serviceoperatedfreeofchargebyGoogle.Vendorsuploadinformationonavailable productstoGoogle.Whenuserssearchforproducts,Googledisplaysthelistofmatching productsinitsdatabase. InterspireShoppingCartfacilitatestheprocessoflistingyourproductsbyallowingyouto exportalistofalltheproductsinyourstore(oroneormoreproductcategories)asanXML (eXtensibleMarkupLanguage)file.YoucanthenuploadthefiletotheGoogleproducts databaseonline.Seewww.google.comforhelponworkingwithGoogleproducts.
Figure 231 ExampleGoogleProductsSearchResults

SeeExportingaGoogleProductsFeedonpage254formoreinformation.

GoogleAdWords
GoogleAdWordsisapaidadvertisingserviceofferedbyGooglethatdisplaystext advertisementsonGoogleswebsites,andthoseofotherparticipatingsites(membersof theAdSensenetwork).TheadvertiserpaysGoogletosupplyadstoAdSensenetworksites, andGooglepaystheownersofAdSensenetworksitesforhostingtheads.Themannerin whichtheadsfromdifferentadvertisersareselectedanddisplayeddepends,amongother factors,ontheirrelevanceandtheauctionsystemthroughwhichadvertiserspayGoogle.

PROMOTIONS 243 InterspireShoppingCartfacilitatestheprocessofcreatingAdWordsadvertsbyallowing youtodesignyourAdWordsformatandexportadsforalltheproductsinyourstore(orone ormoreproductcategories)asaCSV(CommaSeparatedValues)file.Youcanthenupload thefiletoyourGoogleAdWordsaccount.Seewww.google.comforhelponworkingwith AdWords.

Figure 232 ExampleAdSenseAdverts

SeeCreatingandExportingGoogleAdWordsonpage255formoreinformation. Note:ThisfeaturerequirestheGoogleAdWordsaddon.Thisaddonisactivatedbydefault, butifyoudeactivateit,thisfeaturewillnolongerbeavailable.SeeAddonsonpage 281forinformationonInterspireShoppingCartaddons.

ViewingandManagingBanners
Toseethebannersyoucreatedforyourstore,clickPromotions>Viewbanners.
Figure 233 ViewBanners

Table 53 ViewBanners

Createabanner Deleteselected Search

Clickthistodesignanewbannerforuseatthetoporbottomofyour storespages. Selectabannerscheckboxandclickthistoremovethebannerfrom InterspireShoppingCart.Thebannercannotberetrieved. Usethistosearchyourbannernames.Enterthetermforwhichyouwant tosearchandclickSearch.Whenyouhaveperformedasearch,clickClear searchresultstoviewallbanners. SelectabannerscheckboxbeforeclickingDeleteselected. Selecttheboxatthetopofthecolumntoselectallbanners.

Bannername Location

Thisdisplaysthenameofthebanner. Thisdisplaysthepageinyourstoreonwhichthebannerdisplays,andthe locationinwhichitdisplays(thetoporbottomofthepage).Clickapage titletoviewthepageinanewwindow. Thisdisplaysthedateonwhichyoucreatedthebanner.

Datecreated

244 PROMOTIONS
Table 53 ViewBanners(continued)

Visible

Thisdisplaysatick( )ifthebannerisvisibletocustomersinyourstore. Thisdisplaysacross( )ifthebannerisnotvisibletocustomersinyour store. Clicktheicontotogglevisibilityonoroff. ClickEdittomodifythebanneranditssettings.

Action

CreatingandEditingBanners
Tocreateanewbanner,clickPromotions>BannersandthenclicktheCreateabanner button. Toeditanexistingbanner,clickPromotions>Banners,andthenclickthebannersEdit link.
Figure 234 CreateaBanner

Table 54 CreateaBanner

Bannername Bannercontent

Enterthenameforthisbanner.Thisnameisnotvisibletocustomers. UsetheHTMLeditortocreateyourbanner.SeeTheHTMLEditoronpage 73forinformationonusingtheeditingtools.

PROMOTIONS 245
Table 54 CreateaBanner(continued)

Showonpage

Selectthepageonwhichthisbannershoulddisplay. Homepage:selectthistodisplaythebanneronyourstoresmain page. Foraspecificcategory:selectthistodisplaythebanneronaproduct categorypage.Thebannerdoesnotdisplayinsubcategorypages,or productpages.Selectthecategoryforwhichyouwanttodisplaythe bannerinthelistthatdisplays. Foraspecificbrand:selectthistodisplaythebanneronaproduct brandpage.Thebannerdoesnotdisplayonindividualproductpages. Selectthebrandforwhichyouwanttodisplaythebannerinthelist thatdisplays. Searchresultspage:selectthistodisplaythebanneronthepagethat displayswhenacustomerperformsasearch. Ifyouwanttoalwaysplacethebanneronthespecifiedpage,select AlwaysshowthisbanneruntilIremoveit. Ifyouwanttoplacethisbanneronthespecifiedpageonlyforaspecific periodoftime,selectOnlydisplaythisbannerbetweenspecific dates.SelecttheFromandTodatesinthefieldsthatdisplay.
Figure 235 BannerDisplayDates

Daterange

Visible Location

Selectthisifyouwantthebannertodisplayonyourstorepage immediately. SelectTopofscreentohavethebannerdisplayabovethepagecontent, orselectBottomofscreentohavethebannerdisplaybelowthepage content. ClickthistosaveyourchangestothebannerandreturntotheView bannersscreen. ClickthistoreturntotheViewbannersscreenwithoutsavingyour changes.

Save Cancel

ViewingandManagingCouponCodes
Toviewexistingcouponcodes,clickPromotions>Viewcouponcodes.

246 PROMOTIONS
Figure 236 ViewCouponCodes

Table 55 ViewCouponCodes

Createacouponcode Clickthistoconfigureanewdiscountcoupon.SeeCreatingandEditing CouponCodesonpage247. Deleteselected Selectadiscountcouponscheckboxandclickthistoremovethecoupon fromInterspireShoppingCart.Thecouponcannolongerbeusedby customers,anditsdetailscannotberetrieved. SelectacouponscheckboxbeforeclickingDeleteselected. Selecttheboxatthetopofthecolumntoselectallcoupons. Couponname Couponcode Thisdisplaysthenameofthediscountcoupon. Thisdisplaysthecodethatacustomermustenterinyourstoreinorderto takeadvantageofthecodesdiscount.Youcanselectthetextinorderto copyittoyourcomputersclipboard. Note:Ifyouchangethecodeinthisscreen,thecodeisnotaffected.Ifyou wanttouseadifferentcodeforthiscoupon,dosobyclickingthe couponsEditlinkandconfiguringthescreenthatdisplays.See CreatingandEditingCouponCodesonpage247. Discount Expirydate Thisdisplaysthepercentageorcashdiscountavailabletocustomerswho enterthiscouponcodeinyourstorewhenmakinganorder. Thisdisplaysthedateafterwhichcustomerscannolongerusethiscoupon code. N/A(NotApplicable)displaysifyoudidnotsetanexpirydate. Thisdisplaysthenumberoftimesthatcustomershaveusedthiscoupon totakeadvantageofadiscountinyourstore.

No.Uses

PROMOTIONS 247
Table 55 ViewCouponCodes(continued)

Enabled

Thisdisplaysatick( )ifcustomersmayusethiscodewhenmakingan order. Thisdisplaysacross( )ifthecustomersareunabletousethiscode whenmakinganorder. Clicktheicontotogglethestatus. ClickEdittomodifythecouponsproperties.SeeCreatingandEditing CouponCodesonpage247. ClickCopytoclipboardtoaddthecouponcodetoyourcomputers clipboard. Note:TheCopytoclipboardfunctionisavailableinInternetExplorer only.YoumustallowInterspireShoppingCarttoaccessyour computersclipboardwhenprompted. ClickVieworderstoseedetailsofalltheordersthatwereplacedusing acouponcode.SeeViewingandManagingOrdersonpage125. Note:Thisoptiondisplaysonlyonceanorderhasbeenplacedusinga couponcode.

Action

CreatingandEditingCouponCodes
Tocreateanewdiscountcouponcode,clickPromotions>Viewcouponcodes,thenclick theCreateacouponcodebutton. Toeditanexistingdiscountcouponcode,clickPromotions>Viewcouponcodes,then clickthecouponsEditlink.

248 PROMOTIONS
Figure 237 CreateNewCouponCode

Table 56 CreateNewCouponCode

Couponcode

Thisisthecodethatacustomerentersintoyourstorescheckoutpagein ordertotakeadvantageoftheassociateddiscount. Bydefault,thisdisplaysarandomlygeneratedalphanumericcode.Ifyou wanttouseadifferentcode,enteritinthisfield. Note:Makesurethatthecodeyouuseissecure!Likeapassword,ashort codeoronethatiseasytoguessisnotsecure.Ifyouwanttousea codethatpeoplecaneasilyremember,youcanstillmakeithardto guess.Forexample,thecodetenmillionuserscantbewrongiseasy toremember,butveryhardtoguess.

Couponname Discountamount

Enteradescriptivenameforthiscouponcode.Thisnamedoesnotappear inyourstore,andisvisibleonlytoInterspireShoppingCartadministrators. Select%togivecustomerswhoenterthiscodeapercentagediscount. Specifythepercentageamountbywhichthecustomersordershould bereduced. Select$togivecustomerswhoenterthiscodeacashdiscount.Specify thecashamountbywhichthecustomersordershouldbereduced. Note:Discountsapplytothecustomersorderitemsalone;theydonot applytoshippingcosts.

Expirydate

Usethisifyouwantthecoupontobeusableforaspecifiedperiod.Click thecalendaricon( )andselectthedatethatthecouponwillbecome unusable.

PROMOTIONS 249
Table 56 CreateNewCouponCode

Minimumpurchase

Usethisifyouwantthiscouponcodetobecomeusableonlywhena customersorderisoveraspecificcashvalue.Enterthecashvalueinthe$ field.Acustomerwhoseordercostslessthanthevalueyouspecify (excludingshipping)cannotusethiscouponcode. Note:Thediscountyouspecifyappliestothewholeordervalue(except shipping),andNOTjusttotheamountabovetheminimumorder.

Enabled

Selectthisifyouwantcustomerstobeabletousethiscouponcode immediately.Deselectthisifyoudonotwantcustomerstousethiscode yet. Ifyouwantthiscoupontobeusableforalimitednumberoforders,enter thelimithere. Selectthecategoryofyourstoresproductforwhichthiscouponcode maybeused.Toallowthiscodetobeusedstorewide,selectAll categories(default). Note:Iftheproductsthatacustomerordersarenotallcoveredbya couponcode,onlytheproductsthatarecoveredbythecodeare discounted. Note:Couponcodediscountsdonotapplytopurchasesofgiftcertificates.

Numberofuses Appliesto

Save Cancel

ClickthistosaveyourchangesandreturntotheViewcouponcodes screen. ClickthistoreturntotheViewcouponcodesscreenwithoutsavingyour changes.

ViewingandManagingGiftCertificates
Toviewthegiftcertificatesthathavebeenpurchasedfromyourstore,clickPromotions> Viewgiftcertificates. Note:Tocreategiftcertificatesthatcustomersmaypurchasefromyourstore,usethe Settings>Giftcertificatesettingsscreen.SeeManagingGiftCertificateSettingson page357.

250 PROMOTIONS
Figure 238 ViewGiftCertificates

Table 57 ViewGiftCertificates

Deleteselected

Selectagiftcertificatescheckboxandclickthistoremovethecertificate fromInterspireShoppingCart.Thecertificateanditsdetailscannolonger beused. Note:Ifyoudeleteagiftcertificatethathasnotbeenfullyredeemed,the outstandingbalanceisNOTautomaticallycreditedtothepurchaser ortherecipient.Itisuptoyoutorefundthemoney,ifnecessary.

Search

EnterallorpartofaGiftcertificatecode,selectastatusfromthelist(if required)andclickSearchtoseeallmatchinggiftcertificates. ClickAdvancedsearchtoperformamoreindepthsearchofyourgift certificatelist.SeeSearchingGiftCertificatesonpage251. Whenyouhaveperformedasearch,clickClearsearchresultstoviewall certificates. SelectagiftcertificatescheckboxbeforeclickingDeleteselected. Selecttheboxatthetopofthecolumntoselectallgiftcertificates. Clickthistoexpandacertificatesdetails.Thisallowsyoutoseewho boughtthecertificate,towhomitwassent,themessage(ifonewas entered)andinformationonhowthecertificatewasusedinyourstore(if ithasbeenused).
Figure 239 ExpandedGiftCertificate

Note:Clickanemailaddresstosendanemailtothecustomerorthe recipient. Clickthistoshrinkacertificateyoupreviouslyexpanded. Note:Thisicondisplaysonlyforexpandedorders.

PROMOTIONS 251
Table 57 ViewGiftCertificates

Giftcertificatecode

Thisisthealphanumericcode,consistingoffourgroupsofthree charactersseparatedbydashes,thatagiftcertificaterecipientmustenter totakeadvantageofthegiftcertificate. Note:Anyonewhoknowsthecodecanusethecertificate;itsuseisnot limitedtothenamedrecipient.

Certificatevalue Remainingbalance

Thisdisplaysthepurchasepriceofthegiftcertificate. Thisdisplaystheamountofcreditremaininginthegiftcertificate. Note:Ifthecertificatehasnotbeenusedatall,thisvalueisthesameas theCertificatebalance.Ifthecertificatehasbeencompletelyused, thisvalueiszero.

Datepurchased Status

Thisdisplaysthedateonwhichthecustomerpurchasedthegift certificate. Thisdisplayswhetherornotthecertificatecanbeused(andifnot,why not). Pendingdisplaysifthecertificatehasbeenordered,butcannotbe usedasithasnotyetbeenpaidfor. Activedisplaysifthecertificatehasbeenorderedandpaidfor,andcan beusedbytherecipient. DisableddisplaysifaInterspireShoppingCartadministratorhas selectedit.Adisabledcertificatecannotbeuseduntilitsstatusis changedtoActive. Expireddisplaysonceacertificatescredithasbeencompletelyused, orithaspasseditsexpirydateandcannolongerbeused(ifyou configuredexpirydatesintheSettings>Giftcertificatesettings screen). Selectanoptionfromthelisttochangethecertificatesstatus.

SearchingGiftCertificates
Youcansearchyourstoreslistofgiftcertificatespurchasedbycustomersintwoways: Quickcertificatesearch:usethesearchboxinthePromotions>Viewgiftcertificates screentoperformaquicksearchofthecertificatelistsgiftcertificatecodes.See ViewingandManagingGiftCertificatesonpage249. Advancedcertificatesearch:clickAdvancedsearchinatoperformanadvancedsearch thatallowsyoutomakeavarietyofsearchselections,andsearchforrangesof certificateIDs,originalvalue,currentbalance,anddates.SeeSearchingGiftCertificates onpage251.

AdvancedGiftCertificateSearch
Toperformanadvancedsearchofyourstoreslistofgiftcertificatespurchasedby customers,clickAdvancedsearchinthePromotions>Viewgiftcertificatesscreen.Enter yoursearchparametersinthescreenthatdisplays.

252 PROMOTIONS
Figure 240 SearchGiftCertificates

Table 58 SearchGiftCertificates

Searchkeywords

Enteratermforwhichtosearch. Note:ThisfunctionsearchestheGiftcertificateIDandGiftcertificate codefields.

Certificatestatus CertificateID

Selectastatusfromthelisttosearchonlyforgiftcertificateswiththat status. UsethistosearchforarangeofcertificateIDnumbers.Enterlowandhigh IDnumbers. Note:CertificateIDdoesnotdisplayintheViewgiftcertificatescreen.Itis assignedtogiftcertificatesintheorderinwhichtheywere purchased.

Certificatevalue Remainingbalance Datepurchased Expirydate Sortorder

Usethistosearchforcertificatesinarangeofinitialredemptionvalues. Enterlowandhighvalues. Usethistosearchforcertificatesinarangeofremainingredemption values.Enterlowandhighvalues. Usethistoviewallcertificatespurchasedwithinaspecifiedtimerange. Selectbeginningandendingdates. Usethistoviewallcertificatesthatwillautomaticallyexpirewithina specifiedtimerange.Selectbeginningandendingdates. Inthefirstlist,selectthefieldbywhichyouwanttoorderthesearch results.Inthesecondfield,selectAscendingordertoviewtheorders fromlowesttohighestvalues(orinalphabeticalorder,fortextfields). SelectDescendingordertoviewthehighestvaluefirst(orinreverse alphabeticalorder,fortextfields).

PROMOTIONS 253

ExportingEmailSubscriberDetails
ToexportalistofyourstoresemailnewslettersubscriberstoaCSV(CommaSeparated Values)file: 1 ClickPromotions>Exportemailsubscribers. Note:IfyourstoreisintegratedwithInterspireEmailMarketer,youdonotneedtoexport youremailsubscribersdetails.SeeManagingEmailMarketerSettingsonpage383. 2 Awindowdisplays.ClickExportmyemailsubscribers.
Figure 241 ExportEmailSubscriberDetails

3 InterspireShoppingCartexportsyourlistofemailsubscribersanddisplaysthenumber ofsubscribers.ClickDownloadmyemailsubscriberslist. Note:Ifthenumberofemailsubscribersdisplayedisthesameasthelasttimeyouexported thelist,youdonotneedtoexportitagain(sincetherearenonewadditions).

Figure 242 ExportEmailSubscriberDetails:NumberofSubscribers

4 Adialogdisplays.Openthefile,orsaveittoyourcomputer. Note:Thedefaultfilenameissubscribers.csv.

254 PROMOTIONS
Figure 243 ExportEmailSubscriberDetailsDialog

Note:Thedialogthatdisplaysdependsonyourbrowseryouareusing,andtheoperating systemyourcomputeruses.

ExportingaGoogleProductsFeed
ToexportalistofyourstoresproductstoaGooglefeedfileinXMLformat(eXtensible MarkupLanguage): 1 ClickPromotions>Googleproductsfeed. 2 Awindowdisplays.ClickExportmyproductstoaGooglefeedfile.
Figure 244 ExportGoogleProductsFeed

3 InterspireShoppingCartexportsyourlistofproducts.
Figure 245 ExportGoogleProductsFeed:Download

4 Adialogdisplays.Openthefile,orsaveittoyourcomputer. Note:Thedefaultfilenameisfroogle.xml.

PROMOTIONS 255
Figure 246 ExportGoogleProductsFeed:Dialog

Note:Thedialogthatdisplaysdependsonyourbrowseryouareusing,andtheoperating systemyourcomputeruses.

CreatingandExportingGoogleAdWords
ToexportalistofyourstoresproductstoaGoogleAdWordsfileinCSV(CommaSeparated Values)format: 1 ClickPromotions>GoogleAdWords.
Figure 247 CreateGoogleAdWords

2 SelecttheproductcategoriesforwhichyouwanttocreateAdWords. 3 DesignyourAdWordformat.

256 PROMOTIONS InterspireShoppingCartusesvariablestocreateentriesintheAdWordfileforeach product.Thesevariablesareplaceholdersthatwillbereplacedwitheachproducts detailsintheCSVfileyouexport. YoucanusewhichevervariablesyouliketodefineyourAdWordformat.Youcanalso usestandardtext,asintheBuyonline.Only{PRODPRICE}exampleabove. Theavailablevariablesareasfollows: {STORENAME}:yourstoresname. {PRODNAME}:thenameoftheproduct. {PRODBRAND}:thebrandtowhichtheproductbelongs. {PRODSUMMARY}:thefirst32charactersoftheproduct'sdescription,followedby anellipsis(threeperiods;...). {PRODPRICE}:theproduct'spriceinyourstore. {PRODSKU}:theproduct'sSKU(stockkeepingunit). {PRODCAT}:thenameoftheproductcategorytowhichthisproductbelongs. {PRODLINK}:TheURLoftheproductspageinyourstore. ThefieldsinthelowerpartofthisscreenaffecttheAdWordoutputasfollows:
Figure 248 GoogleAdWordOutputFormat

Note:Atthetimeofwriting,GooglepermitsonlyonedestinationURLperAdWordad. Googlealsorequiresthatthislinktakesuserstoapageonwhichtheycansee productspecificinformation.Forthesereasons,itisstronglysuggestedthatyouuse the{PRODLINK}variableintheAdDestinationURLfield(thisisalsothedefault setting).Checkwww.google.comforfullanduptodateinformationonGoogles regulationspertainingtotheAdWordssystem. 4 ClickExportwhenyouareready. 5 Adialogdisplays.Openthefile,orsaveittoyourcomputer. Note:ThedefaultfilenameisadwordsYYYYMMYY.xml,whereYYYYisthecurrent year,MMisthemonth,andYYistheday.

PROMOTIONS 257
Figure 249 ExportGoogleAdWords:Dialog

Note:Thedialogthatdisplaysdependsonyourbrowseryouareusing,andtheoperating systemyourcomputeruses.

258 PROMOTIONS

259

Statistics
ThischapterexplainshowtousetheStatisticsmenuinthenavigationbar.
Figure 250 TheStatisticsMenu

StatisticsOverview
UseInterspireShoppingCartsstatisticspagestoseeavarietyofstatisticsaboutyour storesorders,customers,products,andthesearchesofyourstoresproductsthat customershaveperformed. GeneralStoreStatistics:usethisscreentoviewstatisticsaboutyourstoressalesand customers.SeeViewingGeneralStoreStatisticsonpage262. OrderStatistics:usethisscreentoviewstatisticsabouttheordersplacedwithyour store.SeeViewingOrderStatisticsonpage267. ProductStatistics:usethisscreentoviewinformationaboutyourstoresproducts, includingeachproductsperformanceandinventorylevel.SeeViewingProduct Statisticsonpage270. CustomerStatistics:usethisscreentoseeinformationaboutyourstorescustomers, includingtheamountofrevenueeachcustomerhasgeneratedforyourstore.See ViewingCustomerStatisticsonpage274. SearchStatistics:usethisscreentoseeinformationaboutthewordsandphrasesfor whichyourstoresusersaresearching.SeeViewingSearchStatisticsonpage277. InterspireShoppingCartallowsyoutodefineadaterangeforyourstatisticsviews,and offersgraphicversionsofsomestatisticsintheformofgraphsandpiecharts.

260 STATISTICS

DefiningaDateRange
UsetheDaterangedropdownlistthatdisplaysineachStatisticsscreentospecifythe periodforwhichyouwanttoseestatistics.SelectanoptionfromthelistandclickGoto reloadthescreen,showingonlythestatisticsyouspecify.
Figure 251 DateRangeMenu

WhenyouselectCustom,youcandefinearangewithgreaterprecision.Selectthestartand enddatesfromtheliststhatdisplay.Then,clickGotoreloadthescreen,showingonlythe statisticsyouspecify.

Figure 252 CustomDateRange

UsingStatisticalGraphs
ThegraphsthatdisplayinsomeStatisticsscreensallowyoutoseeatimelineviewofthe relevantstatistics.InterspireShoppingCartsstatisticalgraphscanshowmultipletypesof informationsimultaneously;eachtypeofinformationdisplaysinadifferentcolor. Note:UsetheDaterangemenutodefinetheperiodforwhichyouwanttographstatistics.

GraphLabels
Whenyoumoveyourmousepointeroverthegraph,averticalbluelineappears,indicating thepositiononthex(horizontal)axis.Thexaxispositionisalsohighlighted.Foreachvisible typeofinformation,alabeldisplays,showinginformationspecifictothatpositiononthex axis.

STATISTICS 261
Figure 253 GraphLabels

Foreachtypeofinformationavailabletodisplayinthegraph,aniconandalinkforeach displaysbeneath.
Figure 254 GraphToggleControls

Whenyouplaceyourmousepointeroveraniconoralink,theinformationinthegraphis highlighted. Whenalinkisunderlined,labelsdisplayonthegraphfortheinformationtypewhenyou placeyourmousepointeronthegraph.Whenalinkisnotunderlined,nolabeldisplays. Clickthelinktotogglelabeldisplayonoroff. Whentheinformationtypedisplaysinthegraph,theicontotheleftofthelinkdisplays atick( ).Whenablanksquare( )displays,theinformationdoesnotdisplayinthe graph.Clicktheicontotoggleinformationgraphingonoroff.

UsingStatisticalPieCharts
ThepiechartsthatdisplayinsomeStatisticsscreensallowyoutoseeaproportionalviewof therelevantstatistics.Eachsegmentdisplaysinadifferentcolor.

262 STATISTICS
Figure 255 PieChartDetails

Todisplayinformationaboutasegmentofthechart,placethemousepointeroverthe segment,oraniteminthekeyontheleft.Thesegmentsnamedisplaysoverthe segmentonthechart. Tomakeasegmentmorevisiblebydetachingitfromtherestofthechart,clickonthe segmentorthecorrespondingiteminthekey.

DeletingStatistics
Todeleteallstatisticscollectedupuntilthepresent,clickDeletestatisticsinastatistics screen.

ViewingGeneralStoreStatistics
Usethisscreentoviewstatisticsaboutyourstoressalesandcustomers.ClickStatisticsin thenavigationbar,thenclickStoreoverview. UsetheStoresnapshottabtoseeagraphandstatisticsofyourstoresvisitors,orders andconversionrate. UsetheTop20customerstabtoseeapiechartandstatisticsofyourstoresbest customers. UsetheBestsellingproductstabtoseeapiechartandstatisticsofyourstorestop sellingproducts. UsetheOrderlocationstabtoseeamapmarkedwiththelocationsofyourstores customers.

StoreSnapshot
Usethistabtoseeagraphandstatisticsofyourstoresvisitors,ordersandconversionrate.

STATISTICS 263
Figure 256 StoreStatistics:Storesnapshot

TheOrdersummarysectiondisplaysthestatisticsthatmakeupthegraph. Note:TheConversionRatefielddisplaysthenumberofCompletedordersasapercentage ofthenumberofUniquevisitors.Intheexampleabove,therehasbeenonevisitor, whohasplacedtwoorders,givingaconversionrateof200%.

Top20Customers
Usethistabtoseeapiechartandstatisticsofyourstoresbestcustomers.

264 STATISTICS
Figure 257 StoreStatistics:Top20Customers

Table 59 StoreStatistics:Top20Customers

Customername Email Orders Amountspent

Thisdisplaysthenameofeachcustomer.Clickanametoviewthe customersdetails(seeViewingandManagingCustomersonpage163). Thisdisplayseachcustomersemailaddress.Clickanaddresstosendan emailtothecustomer. Thisdisplaysthenumberofordersthateachcustomerhasplacedwith yourstore. Thisdisplaysthetotalamountofmoneythateachcustomerhasspent withyourstore.

BestSellingProducts
Usethistabtoseeapiechartandstatisticsofyourstorestopsellingproducts.

STATISTICS 265
Figure 258 StoreStatistics:BestSellingProducts

Table 60 StoreStatistics:BestSellingProducts

Product Numbersold Revenue

Thisdisplaysthenameofeachproduct.Clickaproductnametoseethe productsdetails.SeeViewingandManagingProductsonpage186. Thisdisplaysthetotalnumberofeachproductsoldbyyourstore. Thisdisplaystheamountofmoneygeneratedbythetotalsalesofeach product.

OrderLocations
Usethistabtoseeamapmarkedwiththelocationsofyourstorescustomers.

266 STATISTICS
Figure 259 StoreStatistics:OrderLocations

Tonavigatearoundthemap: Clickanddragthemaptomovenorth,south,eastandwest.Alternatively,usethefour arrowsinthetopleftcornerofthemapscreen. Usethe icontocenterthemapandreturnittoitsdefaultmagnification. ClickMaptoseeonlythestreetmapofthearea. ClickSatellitetoseeonlytheaerialphotographofthearea. ClickHybridtoseeboththestreetmap,andtheaerialphotographofthearea. Usethesliderontheleftofthescreentozoominorout.Alternatively,usethe icon tozoominonelevel,orusethe icontozoomoutonelevel.Youcanalsodoubleclick onanareatozoominonelevelonthearea. Clickasalesmarkertoseedetailedinformationaboutthecustomer.ClickVieworder historyintheballoonthatdisplaystoseeinformationaboutthepurchasesthe customerhasmadefromyourstore(seeViewingandManagingCustomersonpage 163).
Figure 260 CustomerInformation

STATISTICS 267

ViewingOrderStatistics
Usethisscreentoviewstatisticsabouttheordersplacedwithyourstore.ClickStatisticsin thenavigationbar,thenclickOrderstatistics. UsetheOrdersoverviewtabtoseeagraphandstatisticsofyourstoresvisitors,orders andconversionrate. UsetheOrdersbyitemssoldtabtoseedetailsofyourstoresordersarrangedbythe numberofitemssoldineachorder. UsetheOrdersbyrevenuetabtoseedetailsofthenumberofordersplacedwithyour storearrangedbythenumberofordersineachpricerange.

OrdersOverview
Usethistabtoseeagraphandstatisticsofyourstoresvisitors,ordersandconversionrate.

268 STATISTICS
Figure 261 OrderStatistics:OrdersOverview

Table 61 OrderStatistics:OrdersOverview

OrderID Customer

Thisdisplaystheorderidentificationnumber.SeeViewingandManaging Ordersonpage125. Thisdisplaysthenameofthecustomerwhoplacedtheorder.Clicka nametoviewthecustomersdetails(seeViewingandManaging Customersonpage163).

STATISTICS 269
Table 61 OrderStatistics:OrdersOverview

Date Total Trackingno. Action

Thisdisplaysthedateandtimeatwhichtheorderwasplaced. Thisdisplaysthetotalvalueoftheorder. Ifyoudefinedashipmenttrackingnumberforanorder,itdisplayshere. ClickViewordertoseedetailedinformationabouttheorder.SeeViewing andManagingOrdersonpage125.

OrdersByItemsSold
Usethistabtoseedetailsofyourstoresordersarrangedbythenumberofitemssoldin eachorder.
Figure 262 OrderStatistics:OrdersByItemsSold

Table 62 OrderStatistics:OrdersByItemsSold

ID SKU Item Orders Unitssold Revenue

Thisdisplaystheproductidentificationnumber. ThisdisplaystheStockKeepingUnit,ifyoudefinedone,foreachproduct. Thisdisplaysthenameofeachproduct.Clickaproductnametoseethe productspageinyourstore. Thisdisplaysthenumberoftimesthatthisproducthasbeenorderedfrom yourstore(regardlessofthenumberofunitspurchasedineachorder). Thisdisplaysthetotalnumberofunitsofeachproductpurchasedfrom yourstore. Thisdisplaysthetotalgrossincomederivedfromsalesofeachitem (purchasepricemultipliedbyunitssold).

270 STATISTICS

OrdersByRevenue
Usethistabtoseedetailsofthenumberofordersplacedwithyourstorearrangedbythe numberofordersineachpricerange.
Figure 263 OrderStatistics:OrdersByRevenue

Table 63 OrderStatistics:OrdersByRevenue

Revenue Numberoforders

Thisdisplaystherangeofgrossincomeperorder. Thisdisplaysthenumberofordersplacedinyourstorewhosevaluefalls withintheRevenuerange.

ViewingProductStatistics
Usethisscreentoviewinformationaboutyourstoresproducts,includingeachproducts performanceandinventorylevel.ClickStatisticsinthenavigationbar,thenclickProduct statistics.

STATISTICS 271 UsetheProductsoverviewtabtoviewinformationaboutalltheproductssoldinyour store,orderedbythenumberofeachproductsold. UsethePopularproductstabtoviewinformationaboutalltheproductsinyourstore, orderedbythenumberoftimeseachproductsproductpagehasbeenviewed. UsetheInventoryreporttabtoviewinformationaboutalltheproductsinyourstore, orderedbyeachitemsstocklevel(fromlowtohigh,bydefault.)Youcanalsoupdate stocklevelsfromthistab.

ProductsOverview
Usethistabtoviewinformationaboutalltheproductssoldinyourstore,orderedbythe numberofeachproductsold.
Figure 264 ProductStatistics:ProductsOverview

Table 64 ProductStatistics:ProductsOverview

ID SKU Item Unitssold

Thisdisplaystheproductidentificationnumber. ThisdisplaystheStockKeepingUnit,ifyoudefinedone,foreach product. Thisdisplaysthenameofeachproduct.Clickaproductnametoseethe productspageinyourstore. Thisdisplaysthetotalnumberofunitsofeachproductpurchasedfrom yourstore.

272 STATISTICS
Table 64 ProductStatistics:ProductsOverview

Revenue Profit

Thisdisplaysthetotalgrossincomederivedfromsalesofeachitem (purchasepricemultipliedbyunitssold). Thisdisplaysthetotalgrossprofitderivedfromsalesofthisitem (purchaseprice,minuscostprice,multipliedbyunitssold).Ifyouhavenot configuredcostpricesforanitem,N/A(notapplicable)displays.

PopularProducts
Usethistabtoviewinformationaboutalltheproductsinyourstore,orderedbythenumber oftimeseachproductsproductpagehasbeenviewed.
Figure 265 ProductStatistics:PopularProducts

Table 65 ProductStatistics:PopularProducts

ID SKU Item Views Averagerating

Thisdisplaystheproductidentificationnumber. ThisdisplaystheStockKeepingUnit,ifyoudefinedone,foreachproduct. Thisdisplaysthenameofeachproduct.Clickaproductnametoseethe productspageinyourstore. Thisdisplaysthetotalnumberoftimesthisproductspageinyourstore hasbeenviewed. Thisdisplaystheaverageproductscoreofallreviewsfortheproduct.Ifa producthasreceivedno(approved)reviews,Notrateddisplays.

STATISTICS 273

InventoryReport
Usethistabtoviewinformationaboutalltheproductsinyourstore,orderedbyeachitems stocklevel(fromlowtohigh,bydefault.)Youcanalsoupdatestocklevelsfromthistab.
Figure 266 ProductStatistics:InventoryReport

Table 66 ProductStatistics:InventoryReport

ID SKU Item Inventorytracking method

Thisdisplaystheproductidentificationnumber. ThisdisplaystheStockKeepingUnit,ifyoudefinedone,foreachproduct. Thisdisplaysthenameofeachproduct.Clickaproductnametoseethe productspageinyourstore. ThisdisplaysthewayinwhichInterspireShoppingCarttracksthe inventoryofthisproduct: N/AdisplaysifyoudidnotconfigureInterspireShoppingCarttotrack stocklevelsofthisproduct. Byproductdisplaysifyousetupperproductinventorytracking. Byproductvariationdisplaysifyousetuppervariationinventory tracking. Note:SeeInventoryManagementonpage185forinformationon configuringinventorytracking.

Stocklevel Action

IfByproductorByproductvariationdisplaysintheInventorytracking methodcolumn,thisdisplaysthecurrenttotalnumberofunitsinstock. ClickUpdatestocklevelstoviewtheproductsdetailsandenternew inventorylevels(foreachproductvariation,ifnecessary).SeeViewingand ManagingProductsonpage186.

274 STATISTICS

ViewingCustomerStatistics
Usethisscreentoseeinformationaboutyourstorescustomers,includingtheamountof revenueeachcustomerhasgeneratedforyourstore.ClickStatisticsinthenavigationbar, thenclickCustomerstatistics. UsetheCustomersbydatetabtoseeinformationaboutyourstorescustomers, visitorsandconversionrate,arrangedbythedateonwhichtheyregisteredwithyour store. UsetheRevenuepercustomertabtoseeinformationabouthowmucheachofyour customershasspentinyourstore.

CustomersByDate
Usethistabtoseeinformationaboutyourstorescustomers,visitorsandconversionrate, arrangedbythedateonwhichtheyregisteredwithyourstore.

STATISTICS 275
Figure 267 CustomerStatistics:CustomersByDate

Table 67 CustomerStatistics:CustomersByDate

CustomerID Customername

Thisdisplaysthecustomersidentificationnumberinyourstore. Thisdisplaysthenameofeachcustomer.Clickanametoviewthe customersdetails(seeViewingandManagingCustomersonpage163).

276 STATISTICS
Table 67 CustomerStatistics:CustomersByDate(continued)

Email Datejoined Orders Amountspent Action

Thisdisplayseachcustomersemailaddress.Clickanaddresstosendan emailtothecustomer. Thisdisplaysthedateonwhicheachcustomersigneduptojoinyour store. Thisdisplaysthenumberoforderseachcustomerhasplacedwithyour store(regardlessofthenumberofitemsineachorder). Thisdisplaysthetotalrevenuetoyourstorefromofallacustomers orders. ClickacustomersVieworderslinktoseedetailsoftheordersthe customerhasplacedinyourstore.SeeViewingandManagingOrderson page125.

RevenuePerCustomer
Usethistabtoseeinformationabouthowmucheachofyourcustomershasspentinyour store.
Figure 268 CustomerStatistics:RevenuePerCustomer

Table 68 CustomerStatistics:RevenuePerCustomer

CustomerID Customername Email Datejoined Orders Amountspent

Thisdisplaysthecustomersidentificationnumberinyourstore. Thisdisplaysthenameofeachcustomer.Clickanametoviewthe customersdetails(seeViewingandManagingCustomersonpage163). Thisdisplayseachcustomersemailaddress.Clickanaddresstosendan emailtothecustomer. Thisdisplaysthedateonwhicheachcustomersigneduptojoinyourstore. Thisdisplaysthenumberoforderseachcustomerhasplacedwithyour store(regardlessofthenumberofitemsineachorder). Thisdisplaysthetotalrevenuetoyourstorefromofallacustomers orders.

STATISTICS 277

ViewingSearchStatistics
Usethisscreentoseeinformationaboutthewordsandphrasesforwhichyourstoresusers aresearching.ClickStatisticsinthenavigationbar,thenclickSearchstatistics. UsetheOverviewtabtoseeasummaryandpiechartofallthesearchtermsenteredby yourstoresusers. UsetheKeywordswithresultstabtoseealistofthesearchtermsenteredbyyour storesusersthatreturnedresultsfromyourstore,andthenumberofresultsforeach. UsetheKeywordswithoutresultstabtoseealistofthesearchtermsenteredbyyour storesusersthatdidnotreturnresultsfromyourstore. UsetheBestperformingkeywordstabtoseealistofthesearchtermsenteredbyyour storesusersthathavereturnedresults,rankedbythehighestnumberofsearchresults subsequentlyclickedonbyyourstoresusers. UsetheWorstperformingkeywordstabtoseealistofthesearchtermsenteredby yourstoresusersthathavereturnedresults,rankedbythelowestnumberofsearch resultssubsequentlyclickedonbyyourstoresusers. UsetheSearchtermcorrectionstabtoseealistofpossiblymistypedsearchterms enteredbyyourstoresusers,forwhichInterspireShoppingCartofferedcorrections thattheuserthenclicked.

Overview
Usethistabtoseeasummaryandpiechartofallthesearchtermsenteredbyyourstores users.
Figure 269 SearchStatistics:Overview

278 STATISTICS

KeywordsWithResults
Usethistabtoseealistofthesearchtermsenteredbyyourstoresusersthathavereturned resultsfromyourstore,andthenumberofresultsforeach.
Figure 270 SearchStatistics:KeywordsWithResults

Table 69 SearchStatistics:KeywordsWithResults

Searchterms Numberofsearches Numberofresults

Thisdisplaysthetextforwhichoneormoreuserssearched.Clickthe searchtermtodisplaythesearchresultsinanewwindow. Thisdisplaysthenumberoftimesusershavesearchedforthisterm. Thisdisplaysthenumberofsearchresultsthatdisplaywhenacustomer searchesforthisterm.

Searchlastperformed Thisdisplaysthelastdateonwhichacustomerperformedthissearch.

KeywordsWithoutResults
Usethistabtoseealistofthesearchtermsenteredbyyourstoresusersthatdidnotreturn resultsfromyourstore.
Figure 271 SearchStatistics:KeywordsWithoutResults

Table 70 SearchStatistics:KeywordsWithoutResults

Searchterms Numberofsearches

Thisdisplaysthetextforwhichoneormoreuserssearched.Clickthe searchtermtodisplaythesearchresultsinanewwindow. Thisdisplaysthenumberoftimesusershavesearchedforthisterm.

Searchlastperformed Thisdisplaysthelastdateonwhichacustomerperformedthissearch.

BestPerformingKeywords
Usethistabtoseealistofthesearchtermsenteredbyyourstoresusersthathavereturned results,rankedbythehighestnumberofsearchresultssubsequentlyclickedonbyyour storesusers.

STATISTICS 279
Figure 272 SearchStatistics:BestPerformingKeywords

Table 71 SearchStatistics:BestPerformingKeywords

Searchterms Numberofsearches Numberofresults

Thisdisplaysthetextforwhichoneormoreuserssearched.Clickthe searchtermtodisplaythesearchresultsinanewwindow. Thisdisplaysthenumberoftimesusershavesearchedforthisterm. Thisdisplaysthenumberofsearchresultsthatdisplaywhenacustomer searchesforthisterm.

Searchlastperformed Thisdisplaysthelastdateonwhichacustomerperformedthissearch.

WorstPerformingKeywords
Usethistabtoseealistofthesearchtermsenteredbyyourstoresusersthathavereturned results,rankedbythelowestnumberofsearchresultssubsequentlyclickedonbyyour storesusers.
Figure 273 SearchStatistics:WorstPerformingKeywords

Table 72 SearchStatistics:BestPerformingKeywords

Searchterms Numberofsearches Numberofresults

Thisdisplaysthetextforwhichoneormoreuserssearched.Clickthe searchtermtodisplaythesearchresultsinanewwindow. Thisdisplaysthenumberoftimesusershavesearchedforthisterm. Thisdisplaysthenumberofsearchresultsthatdisplaywhenacustomer searchesforthisterm.

Searchlastperformed Thisdisplaysthelastdateonwhichacustomerperformedthissearch.

SearchTermCorrections
Usethistabtoseealistofpossiblymistypedsearchtermsenteredbyyourstoresusers,for whichInterspireShoppingCartofferedcorrectionsthattheuserthenclicked.

280 STATISTICS
Figure 274 SearchStatistics:SearchTermCorrections

Table 73 SearchStatistics:SearchTermCorrections

Searchterms Productsshown before Correctedsearch terms Productsshownafter Numberof corrections Type

Thisdisplaysthetextforwhichoneormoreuserssearched.Clickthe searchtermtodisplaythesearchresultsinanewwindow. Thisdisplaysthenumberofyourstoresproductsthatdisplayedassearch resultsbeforethestoreuserclickedonthecorrection. ThisdisplaysthecorrectedtermwhichInterspireShoppingCartofferedto thecustomer.Clickthecorrectedsearchtermtodisplaythesearchresults inanewwindow. Thisdisplaysthenumberofyourstoresproductsthatdisplayedassearch resultsafterthestoreuserclickedonthecorrection. Thisdisplaysthenumberofcorrectionsofferedtotheuser. ThisdisplaysCorrection,indicatingthattheuserclickedthesuggested searchterm.

281

Addons
ThischapterdescribeshowtousetheAddonsmenuinthetoolbar.
Figure 275 TheAddonsMenu

AddonsOverview
Addonsareadditionalfeaturesandtoolsthataddfunctionalitytoyourstoreand managementinterface.WhenyoupurchaseInterspireShoppingCart,someaddonsare alreadyavailable.Asotheraddonsaredevelopedandmadeavailable,youcandownload themandrunthemaspartofInterspireShoppingCart. UsetheAddons>Viewaddonsscreentoseetheaddonsthathavebeendownloaded andareavailabletouse(whetherornotyouareactuallyusingthematthemoment). InterspireShoppingCartalsocheckswhetheranynewaddonshavebeendevelopedand released,anddisplaystheminthisscreen. UsetheAddons>AddonssetupscreentospecifywhichofInterspireShoppingCarts addonsyouwanttouse,andtoconfiguretheaddonsthatyouareusing.Youcanalso seeinstructionsonusingeachaddoninthisscreen. Note:Atthetimeofwriting,theGoogleAdWordsexportaddonistheonlyaddonenabled bydefault.

ViewingAddons
ClickAddonsinthetoolbar,thenclickViewaddons. Note:Theaddonsshowninthisfigurearethoseavailableatthetimeofwriting.Theaddons thatdisplayinyourscreenmaybedifferent.

282 ADDONS
Figure 276 ViewAddons

TheaddonsthatarecurrentlyinstalledinInterspireShoppingCartdisplayintheInstalled addonssectionofthisscreen. ClickanaddonsRunthisaddonbuttontoactivatetheaddonimmediately(theaddon mustfirstbeenabledandconfigured;seeConfiguringAddonsonpage282). ClickanaddonsAddonsettingslinktogototheGeneralsettingsscreen(see ConfiguringAddonsonpage282). Newaddonsaredevelopedandreleasedfromtimetotime.Onceanaddonisreleased,you candownloadittointegrateitsfeaturesintoyourstoresmanagementinterface.Ifthere arenewaddonsavailable,theydisplayintheAddonsavailablefordownloadsectionofthis screen.

ConfiguringAddons
ClickAddonsinthetoolbar,thenclickAddonsettings.

ADDONS 283
Figure 277 ConfigureAddons

TheGeneralsettingstabdisplays.Thistaballowsyoutoactivateordeactivateeachaddon byselectingordeselectingitscheckboxinthelist. WhenyouactivateanaddonandclickSave,anewtabdisplaysinthescreen.Whenyou deactivateanaddonandclickSave,itstabdisappears. Formoreinformationabouteachaddon,clickitstab.Thescreenthatdisplaysdescribes howtoconfiguretheaddon,andmayalsoofferconfigurationoptions. Note:SomeaddonscanbecontroledfromelsewhereintheInterspireShoppingCart interface.Forexample,theLatestordersXMLfeedaddoncanbecontroledfromthe Ordersmenuinthenavigationbar.ChecktheaddonstabintheAddons>Addons settingsscreentolearnhowtocontroltheaddon.

284 ADDONS

285

IV
INTERSPIRESHOPPINGCARTTOOLS
Thissectioncontainsthefollowingchapters: ThischapterdescribeshowtousetheTools>Backupsoptioninthetoolbar.(287) ImportingandExportingStores(291) Logs(295) ViewingSystemInformation(299)

286

287

Backups
ThischapterdescribeshowtousetheTools>Backupsoptioninthetoolbar.
Figure 278 TheTools>BackupsOption

BackupsOverview
Usebackupsofyourstoressettings,database,productimagesanddownloadableproducts tosafeguardagainstdataloss. YoucancreatebackupsandsavethemontheInterspireShoppingCartserver(andthen movethemwhereveryoulike).Youcanalsocreatebackupsonaserverelsewhere,viaFTP (FileTransferProtocol). Note:ConfigureFTPbackupsettingsintheSettings>StoresettingsscreensBackup settingstab.

CreatingBackups
ClickTools>Backups,thenclickCreateabackup.

288 BACKUPS
Figure 279 CreateaBackup

Table 74 CreateaBackup

Backupmethod

SelectStorelocallytocreateabackupofyourstoreonInterspire ShoppingCartsserver. SelectStoreonremoteFTPServer(user@server.com)ifyouwantto createanFTPbackuponthespecifiedserver. Note:IfyouwanttocreateanFTPbackup,youmustfirstenableFTP backupsintheSettings>StoresettingsscreensBackupsettings tab.

Backupstore database Backupproduct images

SelectYes,backupdatabaseifyouwanttocreateaSQLbackupofyour storesproductdatabase.Deselectthisifyoudonotwanttocreatea backupofyourstoresdatabase. SelectYes,backupproductimagesifyouwanttocreateadirectoryin yourbackupcontainingtheimagesofallyourstoresproducts.Deselect thisifyoudonotwanttocreateabackupofyourstoresproductimages. Note:Whenyouselectthisoption,anotedisplaysindicatingthenumber ofproductimagesthatwillbecontainedinthebackup.

Backupdownloadable SelectYes,backupdownloadableproductsifyouwanttocreatea products directoryinyourbackupcontainingallyourstoresdownloadable products(digital,nonphysicalitemsthatacustomerdownloadsfrom yourstoreafterpurchasing).Deselectthisifyoudonotwanttocreatea backupofyourstoresdownloadableproducts. Note:Whenyouselectthisoption,anotedisplaysindicatingthenumber ofproductimagesthatwillbecontainedinthebackup. Startbackup Cancel Clickthistobeginthebackupprocedure.Whenthebackupprocedureis complete,theViewlocalbackupsscreendisplays. ClickthistoreturntotheViewlocalbackupsscreenwithoutsavingyour settings.

ViewingLocalBackups
ToviewthebackupsyoucreatedonyourInterspireShoppingCartserver,clickTools> Backups.

BACKUPS 289
Figure 280 ViewingLocalBackups

Table 75 ViewingLocalBackups

Createabackup Deleteselected

Clickthistomakeanewbackup.SeeCreatingBackupsonpage287. Selectoneormorebackupsboxesandclickthistoremovethebackup fromyourserver.Thebackupinformationcannotberetrieved. SelectaboxbelongingtoanbackupbeforeclickingDeleteselected. Selecttheboxatthetopofthecolumntoselectallbackups.

File/foldername Size Datecreated Action

Thisdisplaysthenameofthebackupfileorfolderonyourserver. Thisdisplaysthesizeofthebackupfile. Thisdisplaysthedateandtimeatwhichyoucreatedthisbackup. ClickOpenbackupdirectorytoopenthedirectoryonwhichthisbackupis locatedinanewwindow.

290 BACKUPS

291

ImportingandExportingStores
ThischapterdescribeshowtousetheTools>StoreimporterandStoreexporteroptionsin thetoolbar.
Figure 281 TheTools>StoreImporterandStoreExporterOptions

StoreImportandExportOverview
InterspireShoppingCartallowsyoutoimportastorefromanotheronlineecommerce platform.YoucanalsoexportyourInterspireShoppingCartstoretootheronlinee commerceplatforms. Atthetimeofwriting,thefollowingonlinestoreapplicationsaresupported: Importfromformat CubeCart4.0 OsCommerce2.0 XCart4.1 ZenCart1.3.8 Exporttoformat CubeCart4.0 OsCommerce2.0 XCart4.1 Note:Theselistsmaybeupdatedatanytimecheckwithyourvendorforthelatestsupport information. Beforeyoubeginanimportorexportprocedure,ensurethat: Theotherstoreisactiveandrunning. Bothstoresareinstalledonthesamewebsite.

ImportingaStore
Toimportastorefromanothershoppingcartapplication:

292 IMPORTINGANDEXPORTINGSTORES 1 ClickToolsinthetoolbar,thenclickStoreimporter.

Figure 282 ImportingaStore:Step1

2 Selecttheshoppingcartsoftwareyourexistingstoreusesfromthelist.Anadditional fielddisplaysbelow. Note:IfyoualreadyhaveitemsinyourInterspireShoppingCartstore,andwanttoremove thembeforeyouimportthedatafromyouroldstore,selectDeleteeverythinginmy InterspireShoppingCartstorefirst.IFYOUDONOTWANTTOIMMEDIATELYAND PERMANENTLYDELETEALLDATAINYOUREXISTINGSTOREDONOTSELECT THIS.

Figure 283 ImportingaStore:Step2

3 EntertheURLofyourexistingstorefromwhichyouwanttoimportandclickNext. Note:TheURLyouentermustbeinthesamedomainasyourInterspireShoppingCart installation. IfthereisaproblemwiththeURLorthetypeofstoreyouselected,awarningdisplays.

Figure 284 StoreImportWarning

ExportingaStore
Toexportyourstoreinanothershoppingcartapplicationsformat: 1 ClickToolsinthetoolbar,thenclickStoreexporter.

IMPORTINGANDEXPORTINGSTORES 293
Figure 285 ExportingaStore:Step1

Figure 286 ExportingaStore:Step2

2 EntertheURLofthetargetstoretowhichyouwanttoexportandclickNext. Note:TheURLyouentermustbeinthesamedomainasyourInterspireShoppingCart installation. IfthereisaproblemwiththeURLorthetypeofstoreyouselected,awarningdisplays.

Figure 287 StoreImportWarning

294 IMPORTINGANDEXPORTINGSTORES

295

Logs
ThischapterdescribeshowtousetheTools>Storelogsoptioninthetoolbar.
Figure 288 TheTools>StoreLogsOption

LogsOverview
Logsarereportsofactionsoreventsinyourstore.InterspireShoppingCartrecordstwo typesoflog: 1 Systemlog:thislogrecordseventsthattakeplaceinthecustomerfacingpartofyour store.Theseentriesdescribesystemeventstriggeredbycustomersactions.Message typesinclude: Generalmessages Paymentgatewaymessages Shippingquotemessages Notificationsystemmessages Emailmarketerintegrationmessages Databaseerrors PHPerrors Eachsystemlogentryisassignedaseveritylabel.Thisallowsyoutotellataglance whetheralogentryrequiresimmediateaction,andalsoallowsyoutosearchyour systemlogbyseveritylevel(forexample,youcansearchforallWarninglogs). Systemlogseveritylabelsare: Success Notice Warning Error Debug(debugloggingisdisabledbydefault) 2 Staffactionlog:thislogrecordstheactionstakenbyInterspireShoppingCartstaffin yourstoresadministrationinterface.Thestaffactionlogalsorecordsthetimeand dateofanaction,andtheIPaddressfromwhichtheuserloggedin.Youcanalsoseeall actionsperformedbyasingleInterspireShoppingCartuser.Usethestaffactionlogto manageotherInterspireShoppingCartusersinyourcompany.

296 LOGS Note:ConfigurethetypesofeventsthatyouwanttologintheSettings>Storesettings screensLoggingsettingstab.

ViewingSystemLog
ClickToolsinthetoolbar,thenclickStorelogs.TheSystemlogtabdisplaysbydefault.
Figure 289 ViewSystemLogs

Table 76 ViewSystemLogs

Deleteselected

Selectoneormorelogentryscheckboxesandclickthistoremovethelog entryorentriesfromInterspireShoppingCart.Theloginformation cannotberetrieved. ClickthistoremoveallsystemlogentriesfromInterspireShoppingCart. Theloginformationcannotberetrieved. EnterasearchtermandclickSearchtosearchyoursystemlogforthe term. Youcanalsosearchbyseverity(selectaseveritylevelfromtheAll severitieslist)orbytype(selectatypefromtheAlltypeslist). SelectaboxbelongingtoalogentrybeforeclickingDeleteselected. Selecttheboxatthetopofthecolumntoselectalllogentries.

Deleteall Search

Severity

Thisdisplaystheseveritylevelofeachlogentry. Clickthistoexpandalogsdetails.Thisallowsyoutoseeallavailablelog information.

Figure 290 ExpandedSystemLog

LOGS 297
Table 76 ViewSystemLogs

Clickthistoshrinkalogentryyoupreviouslyexpanded. Note:Thisicondisplaysonlyforexpandedorders. Module Summary Date Forsystemlogs,N/A(notapplicable)displays. Thisdisplaysashortdescriptionofthelogentryscause. Thisdisplaysthedateandtimeatwhichthelogentrywascreated.

ViewingStaffActionLogs
ClickToolsinthetoolbar,thenclickStorelogs.ClicktheStaffactionlogtab.

298 LOGS
Figure 291 ViewStaffActionLog

Table 77 ViewSystemLog

Deleteselected

Selectoneormorelogentryscheckboxesandclickthistoremovethelog entryorentriesfromInterspireShoppingCart.Theloginformation cannotberetrieved. ClickthistoremoveallsystemlogentriesfromInterspireShoppingCart. Theloginformationcannotberetrieved. SelectaInterspireShoppingCartusersusernamefromthelisttoseeall logscreatedbytheusersactions. SelectaboxbelongingtoalogentrybeforeclickingDeleteselected. Selecttheboxatthetopofthecolumntoselectalllogsentries.

Deleteall Search

Username

ThisdisplaystheusernameoftheInterspireShoppingCartadministrator whoseactionsresultedinthelogentry.Clickausernametologinasthat user. ThisdescribestheactiontakenbytheInterspireShoppingCartuserthat resultedinthelogentry. Thisdisplaysthedateandtimethatthelogentrywascreated. ThisdisplaystheIP(InternetProtocol)addressfromwhichtheInterspire ShoppingCartuserloggedin.

Action Date IPaddress

299

ViewingSystemInformation
ThischapterdescribeshowtousetheTools>Systeminformationoptioninthetoolbar.
Figure 292 TheTools>StoreLogsOption

SystemInformationOverview
InterspireShoppingCartssysteminformationscreensprovideyouwithdetailsoftheserver runningyourinstallationofInterspireShoppingCart,concentratingonthesupported featuresnecessaryforInterspireShoppingCarttoworkproperly. Usethesysteminformationscreensifyouneedinformationaboutyourserver,orasastep introubleshootingproblems.

ViewingBasicSystemInformation
ClickTools>Systeminformation.

300 VIEWINGSYSTEMINFORMATION
Figure 293 BasicSystemInformation

Table 78 BasicSystemInformation

Productversion

ThisdisplaystheInterspireShoppingCartversionnumber.Youcancheck thatthisisthemostuptodateversionintheHomescreen(seeTheHome Screenonpage47). ThisdisplaystheInterspireShoppingCarteditionname. Thisdisplaysthenameoftheorganizationcurrentlyhostingyour installationofInterspireShoppingCart. ThisdisplaysthePHPversionnumber. ThisdisplaystheMySQLdatabaseversionnumber. ThisdisplaysdetailsofthesoftwareusedbytheserveronwhichInterspire ShoppingCartisinstalled. ThisdisplaystheoperatingsystemoftheserveronwhichInterspire ShoppingCartisinstalled. ThisdisplayswhethertheserversupportsthePHPgraphicslibraryGD. InterspireShoppingCartusestheGDlibrarytocreatetheCAPTCHA imagesembeddedinpartsofyourstore(suchasthepageinwhich customerscansubmitaproductreview). ThisdisplayswhethertheserverisrunningPHPinsafemode.Safemode disablesorrestrictsavarietyofPHPfunctionsforsecurityreasons.You mayfindthatsafemodeisenabledifyouareusingasharedserver. Note:SafemodeisnotavailableinPHPv6.0.0.

Productedition Hostingprovider PHPversion MySQLversion Serversoftware Operatingsystem GDversion

Safemode

Remoteconnection support

Thisdisplayswhetherornotyourserverpermitsremoteconnections (accessingyourMySQLdatabasefromanexternalIPaddress). Note:Bydefault,MySQLserversallowconnectionsfromlocalhostonly.

Multibyte functionality PSpellfunctionality

ThisdisplayswhetherPHPsupportsmultibytecharacterencoding.Multi byteencodingisusedforvariablewidthcharactersets,suchasChinese, JapaneseandKorean(CJK). ThisdisplayswhetherPSpell(PortableSpellCheckerInterfaceLibrary)is supported.PSpellenablesaccessto,andconfigurationof,asystems spellcheckinglibraries.

VIEWINGSYSTEMINFORMATION 301

ViewingAdvancedSystemInformation
ClickTools>Systeminformation.Then,clickFullsysteminfo. ThescreenthatdisplaysshowsdetailedinformationaboutyourserversPHPinstallation. SeethePHPwebsiteatwww.php.netforinformationabouttheinformationinthisscreen.
Figure 294 FullSystemInformation

302 VIEWINGSYSTEMINFORMATION

303

V
INTERSPIRESHOPPINGCART SETTINGS
Thissectioncontainsthefollowingchapters: ManagingStoreSettings(305) ManagingShippingSettings(329) ManagingTaxRates(339) ManagingCurrencySettings(343) ManagingCheckoutSettings(349) ManagingAccountingSettings(355) ManagingGiftCertificateSettings(357) ManagingAnalyticsSettings(361) ManagingAffiliateSettings(363) ManagingNotificationSettings(365) ManagingLiveChatSettings(369) ManagingReturnsSettings(375) ManagingGiftWrappingSettings(379) ManagingEmailMarketerSettings(383) ManagingKnowledgeManagerIntegrationSettings(385)

304

305

ManagingStoreSettings
ThischapterdescribeshowtousetheSettings>Storesettingsoptioninthetoolbar.
Figure 295 TheSettings>StoreSettingsOption

StoreSettingsOverview
Thestoresettingsscreenallowsyoutoconfigureawidevarietyofyourstoresbasicand backendsettings. UsetheWebsitesettingstabtoconfiguregeneralstoresettings(nameandaddress), securitysettings(whetherornotyourstoreshoulduseSSL;seeSSL,TLSandSecure WebPagesonpage306),advancedstoresettings(suchasyourstorestextcharacter set,imageanddownloaddirectories,andwhethercustomersmaypurchasestore items),andsearchengineoptimizationsettings.Youcanalsoviewinformationabout thedatabaseyourstoreuses.SeeConfiguringWebsiteSettingsonpage312. UsetheLocalizationsettingstabtoconfigureyourstoreslanguage,theunitsof measurementyourstoreuses,thedecimalcharacter(forexample,inthenumber 3.141579,thisisaperiod),thecharacterusedtoseparatethousands(forexample,in thenumber1,000,000,thisisacomma),thenumberofdecimalplacesusedinyour storesmeasurements,anddateandtimesettings.SeeConfiguringLocalization Settingsonpage316. UsetheDisplaysettingstabtoconfigureimages,thumbnails,featuredproduct numbers,newproductnumbers,newsitemnumbers,listdepth,carts,tagclouds, CAPTCHA,searching,reviews,inventorydisplay,wishlists,productcomparisons, accountcreation,andbulkdiscounts.Youcanalsoconfigurecategoryandbrandpage

306 MANAGINGSTORESETTINGS images,switchthemanagementinterfacesHTMLeditoronoroff,switchthumbnail imagedisplayinthemanagementinterfaceonoroff,modifywhichproductattributes displayinyourstore,andsetupRSS(ReallySimpleSyndication)settings.See ConfiguringDisplaySettingsonpage318. UsetheBackupsettingstabtoconfigurehowInterspireShoppingCartbacksupyour storesdata,whereitshouldbebackedupto,andwhetherperiodicbackupsarecreated automatically.SeeConfiguringBackupSettingsonpage323. UsetheLoggingsettingstabtoconfigurehowInterspireShoppingCartlogsyour storessystemandstaffactionevents.SeeConfiguringLoggingSettingsonpage325. Note:YoucanviewlogsintheTools>Storelogsscreens.SeeLogsonpage295. UsetheMiscellaneoussettingstabtoconfigurewhethercustomersshouldbe promptedtojoinyourstorenewsletterafterplacinganorder(andwhetherthe checkboxshouldbecheckedoruncheckedbydefault),addorchangetheAPIkeythat letsyouuseGoogleMapsintheStatistics>StoreoverviewscreensOrderlocations tab(seeOrderLocationsonpage265).SeeConfiguringMiscellaneousSettingsonpage 327.

SSL,TLSandSecureWebPages
SSL(SecureSocketsLayer)isanInternetprotocolthatprovidessecurityforyourstores ordersbyensuringthatinformationsentbyoneparty(yourcustomeroryourstore)canbe readonlybytheotherparty,andnotaneavesdropper. Note:TheSSLprotocolhasbeensupersededbyTLS(TransportLayerSecurity),whichis nowwidelyusedforHTTPSsecurewebtransactions.However,theSSLnameisoften takentodescribeallHTTPSsecurewebpages.ThisislargelybecauseHTTPSstands forHTTPoverSSL.Forsimplicity,thisusersguideusesthetermSSLexclusively. SSLisaclientserver(asymmetric)protocolthatusescertificatestoidentifyeachpartyand encryptthedatatransmittedbetweentheparties. YourstoreistheSSLserver,andyourcustomerscomputeristheSSLclient.Inessence,an SSLtransactionincludesthefollowing: 1 Whentheclientwishestoenterthesecureorderingsystem,itrequestsasecure connectionfromtheserver.Whiledoingso,itincludesalistofthecryptographic protocolsitsupportsforencryptingtransmitteddata. 2 Theserverexaminesthelistofsupportedcryptographicprotocolsandchoosesthe strongestprotocolthatitalsosupports.Itthensendsthecryptographicprotocol informationtotheclient,andincludesitsdigitalcertificate.

MANAGINGSTORESETTINGS 307 Note:Digitalcertificates,orpublickeycertificatescontaindigitalsignaturesthatidentify thesendingmachine(acomputer,server,router,orothernetworkdevice).This signaturecombinesanidentity(identifyingthesendingmachineoritsowner)anda publickey.Thispublickeyusuallybelongstoacertificateauthority,orCA.The combinationofthepublickeyandtheidentityshowthattheownerofthepublickey certifiestheidentityofthesendingmachine.SeePublicKeyEncryptiononpage307 formoreinformation. 3 Ifnecessary,theclientchecksthatthedigitalcertificatecorrectlyandsecurely identifiestheserverbycheckingwiththerelevantcertificateauthority(CA).The certificateauthorityreturnsapositiveornegativeresponse. 4 Theclientgeneratesarandomnumber.Thisnumberisthebasiskeythatwillbeused tounlocksubsequentmessagesbetweentheclientandtheserver. Theclientthensecurestherandomlygeneratedkeybyencodingitusingtheservers publickey,andsendstheresultingmessagetotheserver.Theclientandtheserver thenusetherandomnumbertogeneratethekeysthattheywillusetoencryptand decryptmessages.Theycanthencommunicatesecurely.
Figure 296 ExampleSSLTransaction

PublicKeyEncryption
PublicKeyencryption(orPKI,forPublicKeyInfrastructure)allowssecurecommunications betweentwopartiesbyusingfreelyexchangeablepublickeysandsecretprivatekeys. PKIsolvestheproblemofsymmetriccryptography,whichusuallyrequiresthatbothparties knowasinglesecretkey.InPKI,thepartiesknowtheirownsecretinformation,butdonot knowthesecretinformationoftheotherperson. InPKI,eachpersonusesacryptographicapplicationtogeneratetwokeys,apublickeyand aprivatekey(together,theseareknownasakeypair).Theprivatekeyiskeptsecret,and thepublickeycanbedisseminatedtoanyoneandeveryone.

308 MANAGINGSTORESETTINGS ThemostimportantaspectofPKIisthatamessageencryptedusingapublickeycanbe decryptedonlybytheassociatedprivatekey.Akeycannotdecryptamessagethatititself encrypted.Ifyouhaveakeypair,anyonecanencryptamessageandsendittoyou,butonly youcandecryptthemessage. APKItransactiontakesthefollowingform: 1 AnnandBobwanttocommunicatesecretly.Bothpossesskeypairs.AnnsendsBob herpublickey(thiscanbedoneviaanymedium,suchasemail;itdoesnotneedtobe secret).Likewise,BobsendshispublickeytoAnn. 2 AnnwantstosendamessagetoBob.SheusesBobspublickeytoencryptthe message,andsendsittohim.Heuseshisprivatekeytodecodeit. 3 BobwantstoreplytoAnn.Heencodeshismessageusingherpublickey,andsendsit toher. 4 Annusesherprivatekeytodecodethemessage.

Cron
Cronjobsareoperationsthatrunonyourserveratprescheduledtimes(cronisan abbreviationofchronograph).Cronreliesoncrontabs;configurationfilesthatmanage cronjobs. Cronjobscaninvokestandardcommandlinecommands,orcallscripts. Note:Inordertoprocesscronjobs,yourservermustberunningcron.Contactyourservice providerforinformation. InterspireShoppingCartusescronjobstomakeperiodicautomaticbackupsofyourstores data. Note:ConfigureautomaticbackupsintheSettings>StoresettingsscreensBackup settingstab. Tosetupcronjobs,youneedto: GetthecroncommandfromInterspireShoppingCart(seepage308). Configureyourserverscrontabfiletorunthecronjob(seepage309).

LocatingtheAutomaticBackupCronCommand
TakethefollowingstepstogetthecroncommandfromInterspireShoppingCart. 1 ClickSettingsinthetoolbar,thenclickStoresettings.ClicktheBackupsettingstab. 2 SelectEnableautomaticbackups.CopythecontentsoftheCronpathfield.

MANAGINGSTORESETTINGS 309
Figure 297 CronPath

Note:Tosetupautomaticbackups,youmustalsoconfigurethisscreen;seeConfiguring BackupSettingsonpage323.

ConfiguringCronSupportonYourServer
Toconfigurecronsupportonyourserver,logintoyourserverandconfigurethecrontabfile torunthecommandyoucopiedfromInterspireShoppingCart. Forinformationonconfiguringyourserverscrontabviacommandlinecommands, seepage309. Forinformationonconfiguringyourserverscrontabviaagraphicalinterfacesuchas cPanel,seepage310.
Configuring Cron Via Commands

Tosetupcronviacommandlineinterface,telnettoyourserver,oruseitscontrolpanel commandlineinterface.Entertheeditcrontabcommand:
crontab -e

Next,configurethecronjob.EnterthecommandyoucopiedfromInterspireShopping CartsCroncommandtorunfield,precededbyfiveasterisks:
*****/php -f /var/www/vhosts/examplesite.com/httpdocs/admin/ cron-backup.php

Note:Thiscommandisonlyanexample;yourswillbedifferent. Theasterisksallowyoutospecifythefrequencywithwhichthe.../cron-backup.php script iscalled,asshown:

310 MANAGINGSTORESETTINGS
Figure 298 CronTimingConfiguration

Note:FortheDayofweek,youcanalsoenterthefullday(forexample,Tuesday).Thisis notcasesensitive. Anasteriskindicatesawildcard.Thus,ifyouenter*****thescriptisruneveryminute ofeveryhourofeverydayofeverymonth. Alternatively,youcanenteranumbertospecifyatime,orenterarange(36,for instance). Youcanalsospecifyfrequencybyentering*/n,meaningeverynunits.So,entering */30intheMinuteofhourcolumnmeanseveryfiveminutes. Note:Thefrequencyyouspecifyheredefineshowoftenyourstoresdataisbackedup. Notethatveryfrequentbackupscandegradeyourserversperformanceduetothe processingrequirements.
Configuring Cron Via a Graphical Interface

Dependinguponyourserversconfiguration,youmaybeabletoconfigurecronjobsusinga graphicaluserinterfacesuchascPanelorPlesk.ThisexampleusescPanelX. 1 LogintocPanelandselectAdvanced>Cronjobs.

Figure 299 cPanel:Advanced

2 SelectStandard(step3)orAdvanced(step4).

MANAGINGSTORESETTINGS 311
Figure 300 cPanel:StandardorAdvancedCronMode

3 IfyouselectedStandard:
Figure 301 cPanel:StandardCronSetup

PastethecommandyoucopiedfromInterspireShoppingCartintocPanels Commandtorunfield. ConfiguretheMinute(s),Hour(s),Day(s),Month(s)andWeekday(s)fields.Select thefrequencyyourequirefromthelists. Note:Youcanenteranemailaddressinthefieldatthetopofthescreentoreceivea messageeverytimethejobruns. ClickSavecrontab.Alternatively,clickResetchangestoreturnthefieldsinthis screentotheirdefaults. 4 IfyouselectedAdvanced:

312 MANAGINGSTORESETTINGS
Figure 302 cPanel:AdvancedCronSetup

PastethecommandyoucopiedfromInterspireShoppingCartintocPanels Commandfield. ConfiguretheMinute,Hour,Day,MonthandWeekdayfields.Usetheoptions definedinConfiguringCronViaCommandsonpage309todefinethejobs frequency. Note:Youcanenteranemailaddressinthefieldatthetopofthescreentoreceivea messageeverytimethejobruns. ClickAddcronjob.Then,clickCommitchanges.Alternatively,clickResetchanges toreturnthefieldsinthisscreentotheirdefaults.

ConfiguringWebsiteSettings
Usethistabtoconfiguregeneralstoresettings(nameandaddress),securitysettings (whetherornotyourstoreshoulduseSSL;seeSSL,TLSandSecureWebPagesonpage 306),advancedstoresettings(suchasyourstorestextcharacterset,imageanddownload directories,andwhethercustomersmaypurchasestoreitems),andsearchengine optimizationsettings.Youcanalsoviewinformationaboutthedatabaseyourstoreuses. ClickSettingsinthetoolbar,thenclickStoreSettings.TheWebsitesettingstabdisplays bydefault.

MANAGINGSTORESETTINGS 313
Figure 303 StoreSettings:WebsiteSettings

Table 79 StoreSettings:WebsiteSettings

Storename Storeaddress

Thisdisplaysthenameofyourstore,asitdisplaysinyourstorestitlebar. Thisdisplaysthepostaladdressofyourstore,asitdisplaysinyourstores automaticallygeneratedinvoices.

314 MANAGINGSTORESETTINGS
Table 79 StoreSettings:WebsiteSettings(continued)

Useasecurecheckout SelectYes,useasecurecheckoutprocessifyouwanttouseSSL(Secure process? SocketsLayer)fororders.SeeSSL,TLSandSecureWebPagesonpage 306. Storewebsite Characterset Downloaddirectory ThisdisplaystheURL(UniformResourceLocator)ofyoursite. Thisdisplaysthekindoftextcharactersyourstoreuses. Thisdisplaysthedirectoryinwhichyourdownloadableproductsare stored. Note:Thefilenamedisplayedisrelative.Forexample,ifthefilename displayedisdownloadsandyoursiteisathttp:// www.examplestore.com,thefullURLishttp:// www.examplestore.com/downloads. Imagedirectory Thisdisplaysthedirectoryinwhichyourdownloadableproductsare stored. Note:Thefilenamedisplayedisrelative. Allowpurchasing? SelectYes,allowpeopletopurchasefrommystoreifyouwanttooffer theproductsinyourstoreforsale. Deselectthisoptionifyourstoreisnotyetreadyforcustomers,orifyou wantyourstoretofunctionasanonlinecatalog,withouttheopportunity tobuy.

Administratorsemail ThisdisplaystheemailaddressofInterspireShoppingCarts administrator.Thisistheaddresstowhichallnotificationsaresent. Fromemailaddress Lowinventory notification ThisdisplaystheemailaddressthatappearsintheFromfieldwhen emailsaresenttoyourstorescustomersviaInterspireShoppingCart. Ifyouhavesetupinventorytrackingforyourstoresproducts,andwantto benotifiedwhenthelowinventorylevelisreachedforanytracked product,selectYes,emailmewhenmystocklevelsreachtheirLow Inventorylevelandenteryouremailaddressinthefieldthatdisplays. Ifyoudonotwanttoreceiveemailnotificationswhenalowstocklevelis reached,deselectthisoption. Ifyouwanttohavecopiesofalltheinvoicesyourstoresendsto customers,selectTypetheemailaddressesabove,separatedby commasandentertheaddressesinthefieldsthatdisplay.

Forwardorder invoices

MANAGINGSTORESETTINGS 315
Table 79 StoreSettings:WebsiteSettings(continued)

UseSMTPserver

Thisfieldcontrolstheemailserverusedfortheemailsettingsinthis screen. IfyouwanttousethedefaultSMTP(SimpleMailTransferProtocol) settingsoftheserveronwhichInterspireShoppingCartisinstalled, selectUsemydefaultmailsettings. IfyouhaveotherSMTPserversettings,selectLetmespecifymyown SMTPserverdetailsandenterthesettingsinthefieldthatdisplays.

Figure 304 WebsiteSettings:SMTPServerDetails

SpecifytheSMTPhostname(required). IfyourSMTPserverrequiresausernameandpasswordfor authentication,enterthemintheSMTPusernameandSMTP passwordfields. IfyourSMTPserverusesanonstandardportnumber,enteritinthe SMTPportfield(thestandardSMTPportnumberis25). ToensurethattheSMTPsettingsarefunctioningcorrectly,TestSMTP settingstosendatestemailtoyouremailaddress. Searchengine friendlyURLs ThiscontrolshowyourstoresURLs(UniversalResourceLocators)are constructed.Searchenginesmayrankapagewithoutautogenerated characterssuchas?and=morehighly. Note:Theavailabilityofthisfeaturedependsonyourserverconfiguration. SomeconfigurationsdonotsupportsearchenginefriendlyURLs. SelectEnableifavailabletousesearchenginefriendlyURLsifyour serversconfigurationpermitsit. SelectYes,enablesearchenginefriendlyURLstoattempttouse searchenginefriendlyURLsevenifyourserverdoesnotsupportit. SelectNo,donoteenablesearchenginefriendlyURLstoneveruse searchenginefriendlyURLsevenifyourserversupportsit. Homepagetitle Metakeywords Thisisthetitleofyourstoreshomepage,whichdisplaysinthecustomers browserstitlebar. Thesearethemetakeywordsthatareusedforallyourstorespages, exceptthoseforwhichyouhavespecifiedalternativekeywords. Enterwordsthatdescribeyourstoreanditsproducts.Thesetermsare usedtocreatetheproductpagesmetakeywordsattribute.Separate termswithcommas(forexample,term1,term2,term3). Note:Inthepast,themetakeywordsattributewasexaminedbysearch enginestodeterminepagecontentinformation.Now,however,itis rarelyusedtodoso.

316 MANAGINGSTORESETTINGS
Table 79 StoreSettings:WebsiteSettings(continued)

Metadescription

Thisisthemetadescriptionthatisusedforallyourstorespages,except thoseforwhichyouhavespecifiedalternativekeywords. Enteradescriptionofyourproduct.Thisisusedtocreateyourstorepages metadescriptionattribute. Note:Unlikethemetakeywordsattribute,themetadescriptionattribute isgenerallysupportedbysearchengines,toprovidecustomerswith aconcisedescriptionofthepage.

Databasetype Databaseuser Databasepassword Databasehostname Databasetableprefix Databaseversion Save Cancel

ThisdisplaysthetypeofdatabaseInterspireShoppingCartisusing.See theDatabaseversionfieldforthedatabaseapplicationsversiondetails. Entertheusernameyouusetologintothedatabase. Ifyourdatabaserequiresapasswordforlogin,enterithere. EnterthehostnameorIPaddressofthedatabaseInterspireShoppingCart uses. Entertexttoaffixtotables.Usethisifyourdatabaseincludesmultiple tables. ThisdisplaystheMySQLversionnumber. Clickthistosaveyourstoressettings. Clickthistoreturntoyourstorespreviouslysavedsettings.

ConfiguringLocalizationSettings
Usethistabtoconfigureyourstoreslanguage,theunitsofmeasurementyourstoreuses, thedecimalcharacter(forexample,inthenumber3.141579,thisisaperiod),thecharacter usedtoseparatethousands(forexample,inthenumber1,000,000,thisisacomma),the numberofdecimalplacesusedinyourstoresmeasurements,anddateandtimesettings. ClickSettingsinthetoolbar,thenclickStoreSettings.ClicktheLocalizationsettingstab.

MANAGINGSTORESETTINGS 317
Figure 305 StoreSettings:LocalizationSettings

Table 80 StoreSettings:LocalizationSettings

Language

Thiscontrolsthelanguageinwhichallstoreandtheadministration interfacetextdisplays.Selectyourlanguagefromthelist.

Weightmeasurement Thiscontrolstheunitusedinyourstoreformeasuringproductweight. Selecttheappropriateunitofmeasurementfromthelist. Lengthmeasurement Thiscontrolstheunitusedinyourstoreformeasuringproductdimensions (length,widthandheight).Selecttheappropriateunitofmeasurement fromthelist. Decimaltoken Thousandstoken Decimalplaces Yourtimezone Enterthecharacterusedinyourstoretoindicateadecimalpoint. Enterthecharacterusedinyourstoretodenotegroupsofthousands (everythreedigitsofanumber). Enterthenumberofdecimalplacesusedformeasurementsinyourstore. Selectyourstorestimezonefromthelist. Note:Yourstoretimezonecanbedifferentfromyourstoresservertime settings.Forexample,ifyourstoreislocatedinTexas,butyoursite ishostedinHongKong,youcanselecttherelevanttimezonefor Texas.Thiswillbeusedfordateoptionsonyoursite. EnableDST correction? Ifyouwanttoaddanextrahourtoyourstorestime,selectthisoption. Note:Selectthisoptiononlywhendaylightsavingstime(DST)isactually ineffect. Displaydateformat Configurethedefaultstandarddateformatforyourstore. Note:Forthis,theExportdateformat,andtheExtendeddisplaydate formatfields,seewww.php.net/dateforfullinformationonPHP compatibledateformats.

318 MANAGINGSTORESETTINGS
Table 80 StoreSettings:LocalizationSettings(continued)

Exportdateformat

Configurethedefaultdateformatusedwhenexportingyourstores information.

Extendeddisplaydate Configurethedefaultextendeddateformatforyourstore. format Save Cancel Clickthistosaveyourstoressettings. Clickthistoreturntoyourstorespreviouslysavedsettings.

ConfiguringDisplaySettings
Usethistabtoconfigureimages,thumbnails,featuredproductnumbers,newproduct numbers,newsitemnumbers,listdepth,carts,tagclouds,CAPTCHA,searching,reviews, inventorydisplay,wishlists,productcomparisons,accountcreation,andbulkdiscounts. Youcanalsoconfigurecategoryandbrandpageimages,switchthemanagement interfacesHTMLeditoronoroff,switchthumbnailimagedisplayinthemanagement interfaceonoroff,modifywhichproductattributesdisplayinyourstore,andsetupRSS (ReallySimpleSyndication)settings. ClickSettingsinthetoolbar,thenclickStoreSettings.ClicktheDisplaysettingstab.

MANAGINGSTORESETTINGS 319
Figure 306 StoreSettings:DisplaySettings

320 MANAGINGSTORESETTINGS

Table 81 StoreSettings:DisplaySettings

Thumbnailwidth Featuredproducts Newproducts Recentnewsitems Productsperpage Categorylistdepth Productreviewsper page Cartquantityboxes

Thisdisplaysthehorizontaldimension(inpixels)ofthumbnailscreatedby InterspireShoppingCart. Thisdisplaysthenumberoffeaturedproductstodisplayonyourstores mainpage. Thisdisplaysthenumberofnewproductstodisplayonyourstoresmain page. Thisdisplaysthenumberofnewsitemstodisplayonyourstoresmain page. Thisdisplaysthenumberofproductsthatdisplayoneachcategoryor searchresultspage. Thisdisplaysthenumberofcategorylevelstodisplayinyourstores categorieslist. Thisdisplaysthenumberofproductreviewstodisplayoneachproducts page.Ifthetotalnumberofproductreviewsexceedsthisnumber,Next andPreviouslinksdisplay. Thiscontrolshowcustomersselectthenumberofproductstoorder. SelectDropdownlisttoallowcustomerstoselectanumberfromalist. SelectTextboxtoallowcustomerstoenteranumberinatextfield. ThiscontrolswheretheAddtocartbuttondisplaysinaproductpage. SelectMiddleofthepagetohavethebuttondisplayunderneaththe productdetails. SelectSideofthepagetohavethebuttondisplayintherighthand sidepanel.

Addtocartbutton position

Showquantityboxfor Selectthistoallowcustomerstoaddmultipleproductstotheirorderat products once.Ifyoudeselectthis,customerscanaddonlyasingleunitatatime. Enabletagclouds? Selectthistodisplaytagcloudsoneachproductpage. Note:Atagcloudisalistofthewordscontainedinaproductpage,with thosewordsthatappearmoreoftendepictedinalargerfont. Enablecaptcha? SelectthistousespamreducingCAPTCHAfieldsinyourforms.CAPTCHA helpsreduceautomatedformsubmission(seeProductReviewsonpage 185formoreinformation). Selectthisifyourstoreshouldoffersuggestionswhenacustomerenters textinthesearchfield. Note:Forsearchsuggestiontowork,yourInterspireShoppingCartserver musthavePSpell(PortableSpellCheckerInterfaceLibrary)installed andrunning.IfPSpellisnotrunning,searchsuggestionisdisabledby default. Showthumbnailsin cart? Showcart suggestions? Selectthistohaveproductthumbnailimagesdisplayinyourstores checkoutpage. Selectthisifyouwantalistofsimilarproductsdisplayaftercustomers placeproductsintheircart. Ifyoudeselectthisoption,customersaretakentothecheckoutpageafter placinganitemintheircart. Selectthisifyouwantcustomerstobeabletosubmitreviewsofyour storesproducts.

Enablesearch suggest?

Enableproduct reviews?

MANAGINGSTORESETTINGS 321
Table 81 StoreSettings:DisplaySettings(continued)

Autoapprove reviews?

Selectthisifyouwantanyreviewsubmittedbycustomerstodisplayin yourstoreautomatically. Note:Itisrecommendedthatyoudonotselectthisoption,inorderto avoidinappropriatereviewsdisplayinginyourstorewithoutyour knowledge.

Enablequicksearch? Showinventory levels?

Selectthisifyouwantcustomerstobepresentedwithalistofmatching productsassoonastheybegintoentertextinyourstoressearchfield. Selectthisifyouwantcustomerstobeabletoseehowmanyofeachitem yourstorehasinstock. Note:Theinventoryleveldisplaysineachproductsdetailspage.

Enablewishlist?

Selectthisifyouwanttoallowyourcustomerstocreatewishlists. Note:Wishlistsallowcustomerstocreatealistofproductstheywould like.Theycanthenreturntothelistlateron,orpassthelistsURLon tootherpeoplewhoareliabletogivethemtheitemsasagift.

Enableproduct comparisons? Enableaccount creation?

Selectthistoallowcustomerstoviewmultipleproductonthesamepage, inordertocomparethetwo. Selectthisifyouwanttoallowcustomerstocreatenewaccountsand placeordersinyourstore. Ifyoudeselectthis,thecheckoutfacilityisalsodeactivated.

Enablebulkdiscount? Selectthisifyouwanttoallowcustomerstotakeadvantageofquantity baseddiscounts Categoriesperrow Brandsperrow Categoryimage dimensions Thisdisplaysthenumberofcategoriesthatdisplayoneachrowofthe categoriespage. Thisdisplaysthenumberofbrandsthatdisplayoneachrowofthebrands page. Thisdisplaysthemaximumwidthandheightoftheimageusedtodepicta category. Imagessmallerthanthisdisplayattheirnativesize.Imageslargerthan this(ineitherdimension)areresizedtofitthesedimensions. Usethisfieldtouploadanewdefaultcategoryimage.Thisdisplaysto depictacategorywhennocategoryspecificimage.ClickBrowseand selectanimageinthedialogthatdisplays. Note:ClickCurrentdefaultimagetoseetheimagethatyourstore currentlyuses,displayedinanewwindow. Defaultbrandimage Usethisfieldtouploadanewdefaultbrandimage.Thisdisplaystodepict abrandwhennobrandspecificimage.ClickBrowseandselectanimage inthedialogthatdisplays. Note:ClickCurrentdefaultimagetoseetheimagethatyourstore currentlyuses,displayedinanewwindow. UseWYSIWYG editor? SelectthisifyouwanttousetheWYSIWYG(WhatYouSeeIsWhatYou Get)HTMLeditortodesignyourstoreselements(theWYSIWYGeditor displaysinavarietyofpages). Ifyoudeselectthis,aplaintextboxdisplaysinsteadoftheWYSIWYG editor.

Defaultcategory image

322 MANAGINGSTORESETTINGS
Table 81 StoreSettings:DisplaySettings(continued)

Showproduct thumbnails?

Selectthisifyouwantthumbnailimagestodisplayforeachproductin yourstoresViewproductspage.

Showproductsprice? Selectthisifyouwanttodisplayeachproductsprice. Deselectthisifyoudonotwanttodisplayproductprices. ShowproductsSKU? SelectthisifyouwanttodisplayeachproductsSKU(StockKeepingUnit code)inyourstore,ifyourproductsuseSKUs. DeselectthisifyoudonotwanttodisplaySKUs. Showproducts weight? Showproducts brand? Showproducts shippingcost? Showproducts rating? Selectthisifyouwanttodisplayeachproductsweight. Deselectthisifyoudonotwanttodisplayproductweights. Selectthisifyouwanttodisplayeachproductsbrand,ifconfigured. Deselectthisifyoudonotwanttodisplayproductbrands. Selectthisifyouwanttodisplayeachproductsshippingcosts. Deselectthisifyoudonotwanttodisplayproductshippingcosts. Selectthisifyouwanttodisplayeachproductsratingscore.Therating scoreisderivedbytakingtheaveragescorefromallapprovedproduct reviews. Deselectthisifyoudonotwanttodisplayproductratingscores.

Showaddtocartlink? SelectthisifyouwanttodisplaytheAddtocartbutton(whichallows customerstoplaceproductsintotheirshoppingcarts)inthesmallproduct displayboxthatappearsinbrandpages,categorypages,searchresults andsoon. DeselectthisifyoudonotwanttodisplayproductsAddtocartlists. Customerswillhavetogototheproductsdetailspagetoaddaproductto theirshoppingcarts. Displayproduct images Selectthisifyouwanttodisplayproductthumbnailimagesinthesmall productdisplayboxthatappearsinbrandpages,categorypages,search resultsandsoon. Deselectthisifyoudonotwanttodisplayproductthumbnailimages. Customerswillhavetogototheproductsdetailspagetoseeaproducts image. Thiscontrolswhichproductsdisplaywhenacustomerlooksatacategory page. SelectShowproductsfromthecurrentcategoryonlytodisplayonly productsinthespecifiedcategory,andnotfromchildcategories. SelectShowproductsfromchildcategoriesifthecurrentcategoryis emptytodisplayproductsinthespecifiedcategory.Productsfrom childcategoriesdisplayifthespecifiedcategorycontainsnoproducts. SelectShowproductsfromthecurrentcategoryonlytodisplay productsinthespecifiedcategory,andfromchildcategories. Entertheminimumandmaximumfontsizesfortextinthetagcloud,asa percentageofthestandardbodytextsize. Note:Tagcloudsdisplayasmallfontwhenatermislooselyrelatedtoa pagesubject,andalargerfontsizeastherelevanceincreases.

Categoryproductlist

Tagcloudfontsize

MANAGINGSTORESETTINGS 323
Table 81 StoreSettings:DisplaySettings(continued)

Enablenewproducts feed?

SelectthisifyouwanttocreateaRSS(ReallySimpleSyndication)feedfor yourstoresnewproducts. Note:WhenyouenableRSSfeedsfornewproducts,popularproducts, categoriesandnewsitems(seethefollowingfieldsinthistable) customerscansignuptoreceivetheRSSfeedviathestores Syndicatepage,orbyclickingtheRSSicon( )thatdisplaysin therelevantlocation(ifyouenabledSyndicationiconsinthis screen).

Enablepopular productsfeed? Enablepercategory feeds? Enableproduct searchfeeds? Enablerecentnews feed? Enablesyndication icons? Products/itemsper feed Cachefilesfor

SelectthisifyouwanttocreateaRSSfeedforyourstorespopular products.Productsaddedtothepopularproductssectionareaddedtothe feed. SelectthisifyouwanttocreateaRSSfeedforeachofyourstoresproduct categories.Productsaddedtothecategorysectionareaddedtothefeed. SelectthisifyouwanttocreateaRSSfeedforaspecificsearchofyour storesproducts.Newproductsmatchingthesearchcriteriaareaddedto thefeed. SelectthisifyouwanttocreateaRSSfeedforyourstoresnewsitems. Newsitemsareaddedtothefeedastheyarepostedinyourstore. SelectthisiftheRSSsyndicationicon( customersmayjoinafeed. )shouldbevisiblewhere

ThisdisplaysthenumberofproductsornewsitemscontainedineachRSS feed. Thisdisplaysthelengthoftime,inminutes,forwhichInterspireShopping CartcachesRSSfeeds. Note:SetthistozerotodisableRSSfeedcaching(thisisnot recommended).

Save Cancel

Clickthistosaveyourstoressettings. Clickthistoreturntoyourstorespreviouslysavedsettings.

ConfiguringBackupSettings
UsethistabtoconfigurehowInterspireShoppingCartbacksupyourstoresdata,whereit shouldbebackedupto,andwhetherperiodbackupsarecreatedautomatically. ClickSettingsinthetoolbar,thenclickStoreSettings.ClicktheBackupsettingstab.

324 MANAGINGSTORESETTINGS
Figure 307 StoreSettings:BackupSettings

Table 82 StoreSettings:BackupSettings

Enablelocalbackups? Selectthisifyouwanttocreatebackupsofyourstoresdataonthe InterspireShoppingCartserver. EnableremoteFTP backups? SelectthisifyouwanttocreatebackupsofyourstoresdataonanFTP server.TheFTPservercanbelocatedanywhereontheInternet. Thefollowingextrafieldsdisplay:

Figure 308 RemoteFTPBackups

Hostname:entertheFTPservershostname(forexample,ftp:// ftp.hostname.com) Username:enteryourusernameforthisFTPserver. Password:enterthepasswordassociatedwithyourusername. Path:ifyouwanttobackupyourstoresdatainaspecificfolderon yourFTPserver,enterthefilepathhere.Thefoldermustalreadyexist onyourFTPserver. ClickTestFTPsettingstomakesurethatInterspireShoppingCartcan accesstheFTPserverusingthesettingsyouentered.

MANAGINGSTORESETTINGS 325
Table 82 StoreSettings:BackupSettings

Enableautomatic backups?

SelectthisifyouwantInterspireShoppingCarttocreateperiodicbackups ofyourstoresdata. Note:PeriodicautomaticbackupsuseCronforscheduling.Seefor informationonsettingupCronsupportforautomaticbackupson yourserver. Thefollowingextrafieldsdisplay:

Figure 309 AutomaticBackups

Cronpath:thisdisplaysthecroncommandtoenterinyourservers cronconfigurationutility.Seeforinformationonsettingupcronon yourservertoperformautomaticbackups. Automaticbackupmethod:SelectLocaltocreateautomaticbackups onyourInterspireShoppingCartserver,orselectRemote(FTP)to createbackupsontheFTPserveryouconfiguredintheEnableremote FTPbackupsfields. Backupdatabase:selectthisifyouwanttocreateaSQLbackupof yourstoresproductdatabase.Deselectthisifyoudonotwantto createabackupofyourstoresdatabase. Backupproductimages:selectthisifyouwanttocreateadirectoryin yourbackupcontainingtheimagesofallyourstoresproducts. Deselectthisifyoudonotwanttocreateabackupofyourstores productimages. Backupdownloadableproducts:selectthisifyouwanttocreatea directoryinyourbackupcontainingallyourstoresdownloadable products(digital,nonphysicalitemsthatacustomerdownloadsfrom yourstoreafterpurchasing).Deselectthisifyoudonotwanttocreate abackupofyourstoresdownloadableproducts. Save Cancel Clickthistosaveyourstoressettings. Clickthistoreturntoyourstorespreviouslysavedsettings.

ConfiguringLoggingSettings
UsethistabtoconfigurehowInterspireShoppingCartlogsyourstoressystemandstaff actionevents. ClickSettingsinthetoolbar,thenclickStoreSettings.ClicktheLoggingsettingstab.

326 MANAGINGSTORESETTINGS
Figure 310 StoreSettings:LoggingSettings

Table 83 StoreSettings:LoggingSettings

Enablesystem logging?

SelectthistohaveInterspireShoppingCartcreatelogentriesforevents thattakeplaceinthecustomerfacingpartofyourstore.Theselogs aredisplayedintheTools>StorelogsscreensSystemlogstab (seeViewingSystemLogonpage296). Selectthetypesofeventsthatyouwanttologfromthelist. Selecttheseveritylevelsofeventsthatyouwanttolog. Enterthemaximumnumberofsystemlogentries,orenterzerotologall configuredsystemevents(recommended). SelectthisifyoudonotwanttologPHPerrors. Selectthistoturndebugmodeon. Note:Whendebugmodeison,debugginginformation(pagegeneration time,numberofdatabasequeriesandmemorydetails)displaysat thebottomofeachpage.Alternatively,youcanenter?debug=1 attheendofanypagesURLtoviewdebugginginformationforthat pagealone.

Actionstolog Typesofmessages Restrictlogto DisablePHPerror messages? Enabledebugmode

Enablestafflogging

SelectthistohaveInterspireShoppingCartcreatelogentriesfor configurationchangesmadebyInterspireShoppingCartsadministrators.

TheselogsaredisplayedintheTools>StorelogsscreensStaff actionlogstab(seeViewingStaffActionLogsonpage297).

Restrictlogto Save Cancel

Enterthemaximumnumberofstaffactionlogentries,orenterzerotolog allstaffactions(recommended). Clickthistosaveyourstoressettings. Clickthistoreturntoyourstorespreviouslysavedsettings.

MANAGINGSTORESETTINGS 327

ConfiguringMiscellaneousSettings
Usethistabtoconfigurewhethercustomersshouldbepromptedtojoinyourstore newsletterafterplacinganorder(andwhetherthecheckboxshouldbecheckedor uncheckedbydefault),addorchangetheAPIkeythatletsyouuseGoogleMapsinthe Statistics>StoreoverviewscreensOrderlocationstab(seeOrderLocationsonpage 265). ClickSettingsinthetoolbar,thenclickStoreSettings.ClicktheMiscellaneoussettings tab.
Figure 311 StoreSettings:MiscellaneousSettings

Table 84 StoreSettings:MiscellaneousSettings

Allownewsletter subscriptions?

Selectthisifyouwantcustomerstobeabletosignupforastore newsletterfromtheorderconfirmationpagethatdisplaysaftera customerplacesanorderwithyourstore. Deselectthisifyoudonotofferastorenewsletter. Note:Ifyoudonotofferastorenewsletter,youshouldalsoremovethe ournewsletterpanelfromyourstorespages(youwillneedto removeitfromeachpageonwhichitdisplays).

Ticknewsletter checkbox?

Selectthisifyouwanttoselectthecheckboxthatallowscustomersto signupforyournewsletter(intheconfirmationpagethatdisplaysaftera customerplacesanorderwithyourstore)bydefault. Deselectthisifyouwantthecheckboxtobedeselectedbydefault. Note:Ifyouselectthis,customersmustdeselectthecheckboxmanually toavoidsubscribingtoyourstorenewsletter.

328 MANAGINGSTORESETTINGS
Table 84 StoreSettings:MiscellaneousSettings

Customergroupfor guests

Selecttheusergrouptowhichguestcustomers(thosewhodonothavean accountwithyourstore)areplaced.SelectNoneifyoudonotwantto assignguestcustomerstoagroup. Note:Tousethisfeature,youmustfirstenableguestcheckoutinthe Settings>Checkoutsettingsscreen.

GooglemapsAPIkey

ThisdisplaystheAPI(Applicationprogramminginterface)keyyouare currentlyusingtomakeuseofGoogleMaps.InterspireShoppingCartuses GooglemapsforcustomerlocationintheStatistics>Storeoverview screensOrderlocationstab;seeOrderLocationsonpage265. ClicktheRegisterforafreeGoogleMapsAPIkeytosignuptothe GoogleMapsAPI,ortoseethevariousrulesandregulationsthatGoogle imposesonusersofitssystem. Note:EachdirectoryordomainrequiresadifferentGoogleMapsAPIkey.

HTTPproxyserver

Ifyourserviceproviderrequiresexternalrequeststouseaproxyserver, entertheproxyserversURLhere.Ifyouareunsure,contactyourservice provider. Ifyouarerequiredtouseaproxyserverforexternalrequests,enterthe proxyserversportnumberhere.Ifyouareunsure,contactyourservice provider. SelectthisifyouuseaHTTPproxyserverandwanttoverifyitsSSL certificate. Note:Someserviceprovidersrequirethatyoudonotselectthis.Ifyouare unsure,contactyourserviceprovider.

HTTPproxyport

HTTPverifySSLpeer

Save Cancel

Clickthistosaveyourstoressettings. Clickthistoreturntoyourstorespreviouslysavedsettings.

329

ManagingShippingSettings
ThischapterdescribeshowtousetheSettings>Shippingsettingsoptioninthetoolbar.
Figure 312 TheSettings>ShippingSettingsOption

ConfiguringYourStoresLocation
ClickToolsinthetoolbar,andthenclickShippingsettings.TheStorelocationtabdisplays bydefault.
Figure 313 ShippingSettings:StoreLocation

Table 85 ShippingSettings:StoreLocation

Companyname Companyaddress Companycity Companycountry

Enterthenameofthecompanyunderwhichyourstoretrades. Enterthestreetaddressofyourcompany. Enterthecityinornearwhichyourstoreisbased. Selectthecountryinwhichyourstoreisbased.

330 MANAGINGSHIPPINGSETTINGS
Table 85 ShippingSettings:StoreLocation

Companystate

Selectthestate,province,county,orotheradministrativeregioninwhich yourcompanyislocated. Note:Ifthecountryyouselectdoesnothaveassociatedstates,nolist displays.Entertheinformationmanually.

Zip/postcode

EntertheZIPcode,postcode,orotherpostalidentificationcode associatedwiththecustomersbillingaddress.

ConfiguringShippingZones
ClickToolsinthetoolbar,andthenclickShippingsettings.ClicktheStorelocationtab.
Figure 314 ShippingSettings:StoreLocation

Table 86 ShippingSettings:StoreLocation

Addashippingzone Deleteselected

Clickthistosetupanewshippingzone. Selectoneormoreshippingzonesandclickthistoremovetheoptions fromInterspireShoppingCart.Theshippingzoneinformationcannotbe retrieved. Selectaboxbelongingtoanshippingzonebeforechoosinganoption fromtheChooseanactionlist. Selecttheboxatthetopofthecolumntoselectallshippingzones.

Zonename

Thisdisplaysthenameyouconfiguredforthezone. Note:TheDefaultzoneisthezoneusedforallordersforlocationsthat arenotcoveredbytheothershippingzonesyousetup.

Zonetype

ThisdisplaysGlobalifthesettingsinazoneapplytocustomersallover theworld. ThisdisplaysCountrybasedifthesettingsinazoneapplyonlytooneor morecountries. ThisdisplaysZIP/postcodebasedifthesettingsinazoneapplyonlyto oneormoreZIPcodes,orpostcodes.

MANAGINGSHIPPINGSETTINGS 331
Table 86 ShippingSettings:StoreLocation

Status

Thisdisplaysatick( Thisdisplaysacross(

)iftheshippingzoneisactive. )iftheshippingzoneisnotactive.

Note:Whenashippingzoneisnotactive,thedefaultzonesettingsare usedtoprocessordersplacedfromaddresseswithinthezone. Action ClickEditsettingstomodifythezonesgeographicalsettings(see ZoneSettingsonpage331). ClickEditmethodstomodifythezonespostalmethodsandcost settings(seeZoneMethodsonpage334). ClickCopytobeginconfiguringanewshippingzone,usingtheoriginal zonessettingsasabasis.Bydefault,copyofisprependedtothe originalzonename(youcanchangethenameinthescreenthat displays).SeeAddingaShippingZoneonpage331. ClickDeletetoremovetheshippingzonefromInterspireShopping Cart.Thezoneinformationcannotberetrieved.

AddingaShippingZone
Toaddanewshippingzoneforyourstore,clickSettingsinthetoolbar,thenclickShipping settings.ClicktheShippingZonestab,thenclicktheAddashippingzonebutton. Therearetwostepstoaddingoreditingashippingzone: 1 Configureshippingzonesettings(seeZoneSettingsonpage331):thisscreen displayswhenyouclicktheAddashippingzonebutton.Thisscreenallowsyouto definethegeographicalareathattheshippingzonecovers.Youcandefinethezoneby specifyingoneormorecountries,states(orprovinces)orZIPcodes(orpostcodes). Whenyouhavefinished,clickNexttomoveontothenextstep. 2 Configureshippingzonemethods(seeZoneMethodsonpage334):thisscreen displayswhenyouclickNextintheZonesettingsscreen.Thisscreenallowsyoutoset upthewayinwhichyouwanttoshipordersinthiszone,andtherelevantrates.You canspecifyshippingprovidersthatproviderealtimeshippingquotes,orconfigurea listofshippingcostsbyprice,weight,orjustaflatrateforeachorder. Note:Ashippingzonemusthaveoneormoreshippingmethodsassociatedwithit, otherwiseitcannotbeused.

ZoneSettings
1 ClicktheAddashippingzonebuttonintheSettings>Shippingsettingsscreens Shippingzonestab.

332 MANAGINGSHIPPINGSETTINGS
Figure 315 ZoneSettings

2 EnteradescriptivenameforthezoneintheShippingzonenamefield. 3 Selectthetypeofzonetocreate(country,state/province,orZIP/postcode): Tocreateazoneforoneormorecountries,selectThisshippingzoneisbasedon oneormorecountries.Selectthecountriesfromthelistthatdisplays.

Figure 316 CountrybasedShippingZone

Tocreateazoneforoneormorestatesorprovinceswithinoneormorecountries, selectThisshippingzoneisbasedononeormorestatesorprovinces.Selectthe countriesandthestatesorprovincesfromtheliststhatdisplay. Note:Ifthecountryyouselectdoesnothavestatesorprovincesconfigured,youcanselect onlyAllstates/provinces.

Figure 317 CountryandState/ProvincebasedShippingZone

MANAGINGSHIPPINGSETTINGS 333 TocreatezoneforoneormoreZIPcodes,postcode,orotherpostalidentifiers(ina singlecountry)selectThisshippingzoneisbasedononeormorepostalorZIP codes.Selectthecountryfromthelistandenterthecodesinthefieldthatdisplays.

Figure 318 ZIP/PostCodeBasedShippingZone

Note:Youcanusethe?and*wildcardswhenenteringcodes.The*wildcardmeans anynumberofcharactersandthe?wildcardmeansanysinglecharacter. Forexample,100*meansanynumberthatbeginswith100,but100?means anynumberbetween1001and1009inclusive. 4 Inordertoallowcustomerstocreateordersforthenewshippingzoneimmediately, selectYes,enablethisshippingzone.Ifyoudonotwanttoenablethisshippingzone yet,deselectthisoption. 5 Configurefreeshipping,ifnecessary.Ifyoudonotwanttohavecustomerspayfor shippinginthiszone,selectYes,enablefreeshippingoptionsforthiszone.Usethe fieldthatdisplaystospecifyaminimumordervaluetoqualifyforfreeshipping. Note:ThisallowsyoutoadvertisespecialofferssuchasFreeshippingforordersover$250 tocontinentalUScustomers!
Figure 319 FreeShippingMinimumOrderValue

6 Configurethehandlingfeesthatyouwanttochargeforthisshippingzone.Handling feesarechargestothecustomerabovetheactualshippingcost. Note:Ifyouwanttochargehandlingfees,itisrecommendedthatyouenterthefeeshere ratherthansimplyinflatingtheshippingcost.Thisallowsyoutochargetheextrafee whilestillusingrealtimeshippingcostcalculationservices(seeZoneMethodson page334).Italsoallowsyoutomodifythehandlingfeeortheshippingcosts independently.YoucanhaveInterspireShoppingCartaddthehandlingfeetothe shippingcost,andnotdisplaythetwoitemsseparatelytothecustomer. Ifyoudonotwanttochargehandlingfees,selectDonotapplyahandlingfeeto thiszone. Ifyouwanttochargeaflatfeeforhandlinginthiszone,selectApplyasingle handlingfeetoallshippingmethodsinthiszone.Enterthefeeinthefieldthat displays.

334 MANAGINGSHIPPINGSETTINGS
Figure 320 FlatHandlingFeeForaShippingZone

Ifyouwanttochargeadifferenthandlingfeeforeachshippingmethodyouofferin thiszone,selectI'llspecifyahandlingfeeforeachoftheshippingmethodsinthis zone.YoucansetupthefeeforeachmethodintheZonemethodsscreen(seeZone Methodsonpage334). Ifyouwanttoletthecustomerknowthehandlingfeethatyoucharge,selectYes, showthehandlingfeeseparately.Ifyouwanttoaddthefeetotheshipping charge,withoutrevealingittothecustomer,deselectthisoption. 7 ClickNexttocontinueontotheZonemethodsscreen.

ZoneMethods
1 ThisscreendisplayswhenyouclickNextintheZonesettingsscreen(seeZone Settingsonpage331).
Figure 321 ZoneMethods

Note:Seetable88onpage337forinformationonthefieldsthatdisplayinthisscreenwhen shippingmethodsarealreadyconfigured. 2 Whenyoucreateanewzone,therearenodefaultshippingmethods.ClickAdda shippingmethod.

Figure 322 AddaShippingMethod

3 SelecttheShippingmethodtouse.Therearetwotypesofshippingmethod: Realtimeshippingquotes:thesearecommercialorstateownedshippingagents whoprovideautomaticshippingquotesbasedonsizeorweight.

MANAGINGSHIPPINGSETTINGS 335 Atthetimeofwriting,allsupportedrealtimeshippingquoteprovidersrequirethat youhaveanaccountwiththeminordertousetheirshippingquotesystem.The followingtableliststherealtimeshippingquoteproviderssupportedatthetimeof writing,andtheirwebsites.

Table 87 SupportedRealTimeShippingQuoteProvidersWebsites

RoyalMail(shippingfromUKonly) UPS,UPSOnlineTools USPS(shippingfromUSonly) AustraliaPost(shippingfromAustraliaonly) Intershipper FedEx CanadaPost(shippingfromCanadaonly)

www.royalmail.com www.ups.com www.usps.com www.auspost.com.au www.intershipper.net www.fedex.com www.canadapost.ca

Fixedshippingquotes:thesequotesdonotrelyonthirdpartyshippingagents,and allowyoutochargeaflatrateforeachiteminanorder,orforeachorder.Youcan alsoconfigureaslidingscaleofshippingchargestoapplydependinguponanorders priceorweight. SelectFlatrateperitemifyouwanttospecifyashippingcostforeachitem,no matterhowmanyareincludedinanorder.Forexample,ifacustomerordersthree items,hewillpaytheflatratemultipliedbythree. SelectShipbyweightifyouwanttosetupaslidingscalebasedonanorderstotal weight. SelectShipbyordertotalifyouwanttosetupaslidingscalebasedonanorders totalcost. SelectFlatrateperorderifyouwanttospecifyashippingcostforeachorder,no matterhowmanyitemsitcontains. 4 EnteraDisplaynameforthisshippingmethod.Thisnameisnotvisibletocustomers, andonlydisplaysintheadministrationinterface. 5 IfyouselectedI'llspecifyahandlingfeeforeachoftheshippingmethodsinthis zoneintheShippingzonescreen,entertheHandlingfeeforthisshippingmethod. Note:IfyouselectedoneoftheotheroptionsintheShippingzonescreen,thisfielddoes notdisplay;moveontothenextstep. 6 Inordertoallowcustomerstousethenewshippingmethodimmediately,selectYes, enablethisshippingmethod.Ifyoudonotwanttoenablethisshippingmethodyet, deselectthisoption. 7 ConfiguretheShippingsettings: IfyouselectedoneoftheRealtimeshippingquotesinstep3,thefieldsthatdisplay dependontheshippingagentscalculationsystemrequirements.Seethe documentationprovidedbyyourshippingagentforinformationonconfiguring thesefields. Note:Dependingontheshippingcalculationserviceprovideryouselect,instructions displayonscreendetailinghowtosetupthedesiredmethod.

336 MANAGINGSHIPPINGSETTINGS IfyouselectedFlatrateperiteminstep3,entertheShippingcostperiteminthe fieldthatdisplays.

Figure 323 FlatRatePerItem

IfyouselectedShipbyweightinstep3,thefollowingextrafieldsdisplay:
Figure 324 ShipByWeight

EnteraDefaultshippingcost.Thisistheshippingchargethatcustomersare chargediftheirordersweightdoesnotfallwithintheminimumandmaximum valuesoftheWeightrangesrulesyousetup. DefineaWeightrangesrule.Enteraminimumandmaximumweightinthefirsttwo fields,andentertheshippingchargeforordersthatfallbetweentheseweightsin thethirdfield. AddmoreWeightrangesrules,asyourequire.ClickAddtostartconfiguringanew rule,orclickRemovetodeleteanexistingrule. IfyouselectedShipbyordertotalinstep3,thefollowingextrafieldsdisplay:

Figure 325 ShipByOrderTotal

EnteraDefaultshippingcost.Thisistheshippingchargethatcustomersare chargediftheirorderscostdoesnotfallwithintheminimumandmaximumcostsof theTotalrangesrulesyousetup. DefineaTotalrangesrule.Enteraminimumandmaximumordercostinthefirst twofields,andentertheshippingchargeforordersthatfallbetweenthesecostsin thethirdfield. AddmoreTotalrangesrules,asyourequire.ClickAddtostartconfiguringanew rule,orclickRemovetodeleteanexistingrule. IfyouselectedFlatrateperorderinstep3,entertheShippingcostinthefieldthat displays.
Figure 326 FlatRatePerOrder

8 ClickSave.TheShippingmethodstabdisplays,withthenewshippingmethodinthe list.Alternatively,clickCancelifyoudonotwanttosavethechangesyoumade.

MANAGINGSHIPPINGSETTINGS 337
Figure 327 ShippingMethodSetupCompleted

Table 88 ShippingMethods

Deleteselected

Selectashippingmethodsboxandclickthistoremovethemethodfrom InterspireShoppingCart.Themethodsinformationcannotberetrieved. SelectaboxbelongingtoanshippingmethodbeforeclickingDelete Selected. Selecttheboxatthetopofthecolumntoselectallshippingmethods.

Name Shippingmethod Status Action

Thisdisplaysthenameyouconfiguredforthisshippingmethod. Thisdisplaysthetypeofshippingmethodyouconfigured. Thisdisplaysatick( Thisdisplaysacross( )iftheshippingmethodisactive. )iftheshippingmethodisnotactive.

ClickEdittomodifytheshippingmethodssettings.SeeZoneMethodson page334.

338 MANAGINGSHIPPINGSETTINGS

339

ManagingTaxRates
ThischapterdescribeshowtousetheSettings>Taxsettingsoptioninthetoolbar.
Figure 328 TheSettings>TaxSettingsOption

Note:Youmaybelegallyrequiredtoincludeasalestax,orothertaxes,onitemsyousellin yourstore.Ifyouarenotsureaboutthelawsthatapplytoyourjurisdiction,oryour responsibilitieswhenshippingorderstocustomersotherjurisdictions,checkwith yourlocaltaxoffice,chamberofcommerce,orsimilarauthority.

ConfiguringTaxSettings
Tosetupyourstorestaxationpolicy: 1 ClickToolsinthetoolbar,andthenclickTaxsettings.
Figure 329 ShippingSettings:TaxSettings

2 Defineyourbasictaxpolicy:

340 MANAGINGTAXRATES Ifyoudonotwanttoincludeanyformoftaxationwhensellingyourstoresproducts, selectIdon'twanttoapplytaxtoanyproductsinmystore. Ifyouwanttoaddtaxesforcertainpartsoftheworld,selectIwanttoapplytaxfor specificcountriesand/orstates.Youcanconfiguretheseratesinthenextscreen. Ifyouwanttoapplyaflattaxrate,selectIwanttoapplyonetaxratetoall productsinmystore.Extrafieldsdisplay,allowingyoutosetuptheflatrate:

Figure 330 FlatTaxRate

EnteraTaxratename.Ifyouchoosenottoincludethetaxintheproductpricesyou displayinyourstore,thistaxnamedisplaysinthecheckoutpageabovethetotal.If youchoosetoincludetaxintheproductprices,thetaxnamedisplaysbelowthe total.Inthefollowingexample,theTaxratenameisSalesTax.

Figure 331 TaxintheCheckoutPage

Taxnotincludedinprice

Taxincludedinprice

3 Iftheproductpricesyoudisplayinyourstorealreadyincludetax,selectYes,prices alreadyincludetax.Ifnot,deselectthisoption.Theexampleabove(figure331)shows thedifferencebetweenthetwooptionsinthecheckoutpage. Note:Ifyouchosenottoapplytaxtotheproductinyourstore(instep2),itdoesnotmatter whetheryouselecttheYes,pricesalreadyincludetaxoptionornot. 4 ClickSave. IfyouselectedIdon'twanttoapplytaxtoanyproductsinmystoreorIwantto applyonetaxratetoallproductsinmystore,youhavefinishedsettingupyour storestaxpolicy. IfyouselectedIwanttoapplytaxforspecificcountriesand/orstates,youneedto configuretheratesforeachcountryorstate.Continueontostep5. Alternatively,clickCancelifyoudonotwanttosavethechangesyoumadetothis screen. 5 TheTaxoptionstabdisplays.

MANAGINGTAXRATES 341
Figure 332 TaxOptions

6 Bydefault,therearenotaxoptionsconfigured.ClicktheAddataxratebutton.
Figure 333 TaxRateDetails

7 Configurethelocation,taxamount,andotherdetailsinthisscreen: EnteraTaxName.Seefigure331onpage340foranexampleofhowthisname displaysinthecustomerscheckoutscreen. TheBasedonfieldcontrolstheamountonwhichthetaxrateiscalculated.Select Subtotaltocalculatetaxontheorderscostbeforeshippingcostsaretakeninto account,orselectSubtotalandshippingtocalculatetaxontheentireorder amount,includingshippingcosts. IntheApplytosection,selectthecountryandstate(orstates)towhichthistax applies. Note:Alistofstatesorprovincesdisplaysonlywhenthecountryslistofstatesisavailable inInterspireShoppingCart. IntheTaxedaddressfield,selectwhetherthetaxshouldbeaddedtotheorder dependinguponthebillingaddressortheshippingaddress. IntheTaxratefield,enterthepercentageamountofthistax.

342 MANAGINGTAXRATES SelecttheEnabledcheckboxifyouwanttoenforcethistaxpolicyoncustomers immediately. 8 ClickSave.Thetabdisplays,withthenewtaxrateinthelist.

Figure 334 TaxOptionsCompleted

Table 89 TaxOptions

Deleteselected

Selectataxoptionsboxandclickthistoremovetheoptionfrom InterspireShoppingCart.Theoptionsinformationcannotberetrieved. SelectaboxbelongingtoantaxoptionbeforeclickingDeleteSelected. Selecttheboxatthetopofthecolumntoselectalltaxoptions.

Taxname Taxrate Appliesto Status Action

Thisdisplaysthenameofthetaxoptionthatyouconfigured. Thisdisplaysthepercentageofmatchingordersvalueaddedtothe customersbillforthistaxrate. Thisdisplaysthelocaletowhichthistaxrateapplies. Thisdisplaysatick( Thisdisplaysacross( )ifthetaxoptionisactive. )ifthetaxoptionisnotactive.

ClickEdittomodifythetaxratessettings.SeeConfiguringTaxSettings onpage339.

343

ManagingCurrencySettings
ThischapterdescribeshowtousetheSettings>Currencysettingsoptioninthetoolbar.
Figure 335 TheSettings>CurrencySettingsOption

ConfiguringSupportedCurrencies
Toconfigurethecurrenciesthatyourstoresupports,clickSettingsinthetoolbar,thenclick Currencysettings.TheCurrencyoptionstabdisplaysbydefault.
Figure 336 CurrencyOptions

Table 90 CurrencyOptions

Addacurrency Deleteselected Updateselected exchangerates

Clickthistosetupanewsupportedcurrency.SeeAddingorEditinga Currencyonpage344. Selectacurrencyscheckboxandclickthistoremovethecurrencyfrom InterspireShoppingCart.Thecurrencyinformationcannotberetrieved. Clickthistogetnewinformationfromthecurrencyexchangeratesource youconfiguredintheExchangeratesettingstab(seeConfiguring ExchangeRateSettingsonpage346).

344 MANAGINGCURRENCYSETTINGS
Table 90 CurrencyOptions

SelectaboxbelongingtoacurrencyentrybeforeclickingDelete Selected. Selecttheboxatthetopofthecolumntoselectalltaxcurrencyentries. Currencyname Thisdisplaysthenameofthecurrencyentry. Note:Defaultdisplaysforyourstoresbasecurrency.Thisisthecurrency usedbydefaultinyourstore,andinyourmanagementinterface.If youwanttocreateanewdefaultcurrency,youmustfirstconfigure thecurrencyandthenmakeitthedefault(byclickingitsSetas defaultlinkinthisscreen). Currencies Exchangerate Thisdisplaysthenameofthesupportedcurrency. Thisdisplaysthelastretrievedexchangeratebetweenthiscurrencyand thedefaultcurrency. Note:Forthedefaultcurrency,1displays. Status Action Thisdisplaysatick( Thisdisplaysacross( )ifthecurrencyisactive. )ifthecurrencyisnotactive.

ClickEdittomodifyacurrencyentryssettings.SeeAddingorEditinga Currencyonpage344. ClickSetasdefaulttousethecurrencyasyourstoresdefaultfor displayingprices,andsoon. Note:Thisoptionisnotavailableforthedefaultcurrency.

AddingorEditingaCurrency
1 ClickSettingsinthetoolbar,thenclickCurrencysettings.TheCurrencyoptionstab displaysbydefault. Toaddanewcurrencytoyourstoreslistofsupportedcurrencies,clicktheAdda currencybutton. Toeditanexistingentryinyourstoreslistofsupportedcurrencies,clickthe currencysEditlink.

MANAGINGCURRENCYSETTINGS 345
Figure 337 AddaCurrency

2 SpecifyanameforthiscurrencytableentryintheCurrencynamefield.Thisname displaysintheCurrencyConverterpanelinyourstore.
Figure 338 CurrencyConverter

3 Selectthecountryorregion(incaseswhereonecurrencycoversmorethanone country,suchastheEuro)inwhichthiscurrencyisusedintheCurrencycountry/ regionlist. 4 EnterthecurrencysthreelettercodeintheCurrencycodefield. Note:Ifyouareusinganonlineexchangerateservice,itisEXTREMELYimportantthatyou entertheCurrencycodecorrectly,sincetheexchangerateserviceusesthiscodeto provideyouwiththecurrentexchangerate. 5 SelecthowyouwanttocomputetheexchangerateforthiscurrencyintheExchange ratefield:

346 MANAGINGCURRENCYSETTINGS Ifyouwanttospecifyastaticexchangerateyourself,selectEntertheexchange ratemanuallyintheboxbelowandenterthecurrencysvalueagainstthedefault currencyintheTheconversionratebasedagainsttheABCisbox(whereABCis thedefaultcurrencysthreelettercode). Note:Sincecurrencyratesfluctuate,itisrecommendedthatyoudonotselectthisoption unlessyouhaveagoodreasontodoso.Ifyouchoosethisoptionanddonotregularly checkandupdatemanualconversionrates,youcouldenduplosingmoneywithout realizingit. Ifyouwanttogetanexchangeratefromtheonlinecurrencyconversionserviceyou configureintheExchangeratesettingstab,selectGetcurrencyexchangerate from.Youcanclicktheserviceprovidersnametogotothewebsiteyouconfigured fortheservice.ClickGetratetoquerytheserviceproviderforthecurrentrateand displayitintheTheconversionratebasedagainsttheABCisbox(whereABCis thedefaultcurrencysthreelettercode). 6 Ifyouwanttousethiscurrencystraightaway,selecttheEnabledcheckbox. Otherwise,deselectthisoption. 7 ConfigurethewaythatthiscurrencydisplaysinyourstoreintheCurrencydisplay section: IntheCurrencylocationlist,selectwhetheryouwantthecurrencytoken($,for example)todisplayontheLeftorRightoftheprice. IntheCurrencytokenfield,enterthesymbolorwordforthecurrency.Bydefault, nospacesareaddedbetweenthetokenandtheprice($100,forexample)soifyou wanttousespaces,addthemhereasnecessary(100Pounds,forexample). IntheDecimaltokenfield,enterthecharacterthatindicatesadecimalpoint. IntheThousandstokenfield,enterthecharacterthatdenotesgroupsofthousands (everythreedigitsofanumber). IntheDecimalplacesfield,enterthenumberofdecimalplacesthatdisplayfor pricesinthiscurrency.Inmostcases,thisis2($123.45,forexample). 8 ClickSave.ThenewcurrencydisplaysintheCurrencyoptionstab.Alternatively,click Cancelifyoudonotwanttosavethechangesyoumade.

ConfiguringExchangeRateSettings
Youcanuseanonlineexchangerateserviceprovidertoautomaticallycalculatetheprice differencebetweenyourdefaultcurrencyandtheothersupportedcurrenciesinyourstore. Ifyouwanttoupdatetheseexchangeratesautomatically,youcanuseCron(seeCronon page308)toperformtherequestattheintervalyouspecify. 1 ClickSettingsinthetoolbar,thenclickCurrencysettings.ClicktheExchangerate settingstab.

MANAGINGCURRENCYSETTINGS 347
Figure 339 ExchangeRateSettings

2 SelecttheexchangerateserviceproviderfromtheWebservicesforconversionslist. 3 SetupyourservertoruntheCroncommand.Thiscommandgetscurrentexchange ratesfromthespecifiedserviceprovideratthetimeyouspecifyinyourservers crontab. Tosetupyourserverscrontab,refertotheprocedureinConfiguringCronSupporton YourServeronpage309,withthefollowingdifferences: UsethecommandfromthisscreensCroncommandfield,notthestoredata backupcommand. Sincecurrencymarketsfluctuate,sometimeswildly,youshouldsetyourservers crontabtorunthiscommandmoreoftenthanyouwouldsetthestoredatabackup commandtorun.Dependingonthenatureofyourstoresbusiness,onceortwicea dayshouldbesufficient. 4 ClickSave.TheCurrencyoptionstabdisplays.Alternatively,clickCancelifyoudonot wanttosavethechangesyoumade.

348 MANAGINGCURRENCYSETTINGS

349

ManagingCheckoutSettings
ThischapterdescribeshowtousetheSettings>Checkoutsettingsoptioninthetoolbar.
Figure 340 TheSettings>CheckoutSettingsOption

ConfiguringGeneralCheckoutSettings
UsetheGeneralsettingstabtocontrolthewaysthatyourstorescustomerscanpayfor theirorders,whethercustomersmustcreateaccountsbeforeordering,andwhenyourstore sendautomaticemailannouncementstocustomers. 1 ClickSettingsinthetoolbar,thenclickCheckoutsettings.TheGeneralSettingstab displaysbydefault.

350 MANAGINGCHECKOUTSETTINGS
Figure 341 GeneralCheckoutSettings

2 Selectthewaysinwhichyouwanttoallowcustomerstopayfortheirordersinthe Checkoutmethodslist.Therearetwotypesofcheckoutmethod: Builtinpaymentmethods:thesearepaymentmethodsthatdonotrelyupon anothersystemorservice.Theyincludethefollowing: Bankdeposit Cashondelivery(CoD) Cheque Moneyorder Payinstore Creditcard(manual) SeeConfiguringBuiltInPaymentMethodsonpage352forinformationon configuringthesepaymentmethods.

MANAGINGCHECKOUTSETTINGS 351 Thirdpartypaymentmethods:thesearepaymentmethodsthatrequireathird partysystemorservicetoacceptcreditanddebittransactions. 3 SelecttheCheckouttypeyouwantcustomerstouse: Singlepageexpresscheckout:thisallowscustomerstoenterabillingaddress, shippingaddressandshippingproviderinasinglescreen,beforereachingtheorder reviewpage.Thisisrecommended,asitisasmootherprocessforcustomers. Multiplepagecheckout:thisallowscustomerstoenterabillingaddress,shipping addressandshippingproviderinseparatescreensoneafteranother,before reachingtheorderreviewpage. 4 Configureguestcheckoutsettings.Ifyouallowguestcheckout,customersdonothave tocreateanaccountwithyoubeforetheycompleteanorder.Ifyouwanttoenable guestcheckout,selectYes,enableguestcheckout.Ifyouthenwanttocreatean accountforcustomerswhotakeadvantageoftheguestcheckoutsystem,selectthe Createanaccountforguestcheckoutsandassignthemarandompasswordfield thatappears. Ifyoudonotwanttoallowcustomerswithoutaccountstoplaceorderswithyour store,deselectYes,enableguestcheckout. 5 Ifyouwanttoallowcustomerstoaddacommentthataresubmittedwiththeirorders, selectYes,allowcustomerstoentercommentswiththeirorder. Note:Itissuggestedthatyouallowordercomments,sincecustomersmayhaveunusual shippingrequirementsorotherimportantinformationtopasstoyourstore. 6 Ifyouwanttoallowcustomerstoshipdifferentitems(inthesameorder)todifferent places,selectYes,allowcustomerstoselectmultipleshippingaddressesfororders. 7 Ifyouuseinventorytrackingforyourstoresproducts,selecthowyouwantstock inventorynumberstobeupdatedintheUpdateinventorywhenlist. SelectAnorderissuccessfullyplacedonmystoretohaveInterspireShoppingCart updatetheinventoryassoonasanorderisreceived. SelectAnorderstatusischangedtocompletedorshippedtohaveInterspire ShoppingCartupdatetheinventoryonceastoreadministratorhasactuallyshipped theitemsintheorder. Note:Itisuptoyouhowyoudecidetotrackinventory.However,ifyoumodifyinventory levelsoncetheyhaveactuallybeenshipped,youcanavoidpotentialinventory discrepanciesresultingfromcancelledorunpaidorders,shouldastoreadministrator failtomanuallyreplacetheorderediteminInterspireShoppingCartsinventory. 8 ChoosetheeventsthattriggeranemailtoacustomerintheCustomerEmail Notificationslist. 9 Ifyouwanttochargeahandlingfeetodigitalproductsthatcustomersdownloadfrom yourstore,selectYes,applyahandlingfeetoorderscontainingdigitalproductsand entertheHandlingfeeinthefieldthatdisplays.Ifyoudonotwishtochargehandling fees,deselectthisoption. 10 ClickSave.

352 MANAGINGCHECKOUTSETTINGS Ifyouhaveactivatedanewpaymentmethod,anewtabdisplaysinthescreen.Ifyou deactivatedanewpaymentmethod,itstabdisappears. Fortabsbelongingtobuiltinpaymentmethods,seeConfiguringBuiltInPayment Methodsonpage352. Forthirdpartypaymentmethods,thefieldsthatdisplayinthemethodstabdepend uponthesystemsserviceprovider.Seethedocumentationprovidedbytheservice providerforinformationonconfiguringthesefields. Note:Dependingonthepaymentserviceyouselect,instructionsdisplayonscreen detailinghowtosetupthedesiredmethod. Alternatively,clickCancelifyoudonotwanttosavethechangesyoumade.

ConfiguringBuiltInPaymentMethods
Toconfigureabuiltinpaymentmethod: 1 ClickthepaymentmethodstabintheSettings>CheckoutsettingsscreensGeneral settingstab. Note:Builtinpaymentmethodsare:Bankdeposit,Cashondelivery(CoD),Cheque,Money order,Payinstore,andCreditcard(manual).Forothermethods,seethe documentationsuppliedbythepaymentmethodserviceprovider.

MANAGINGCHECKOUTSETTINGS 353
Figure 342 BuiltInPaymentMethods

2 EntertheDisplaynameforthispaymentmethod.Thisnameisvisibletocustomers whentheycheckoutofyourstore. 3 Availablecountries(notavailableforcreditcardtransactions):selectthecountries fromwhichyouwillacceptthispaymentmethod. Note:Youshouldnotacceptpaymentmethodsthatrelyonadegreeoftrust(suchasCash onDeliveryorcheque)fromcountriesyouknowtobelawlessorcorrupt,orthose withadeservedreputationformailfraud. 4 Accountinformation(bankdepositonly):enteryourbankaccountinformationand anyspecialinstructiontothecustomer. 5 Deliveryinformation(CashonDeliveryonly):ifyouneedtopassspecialinformation tothecustomer,enterithere. 6 Paymentinformation(checkandpayinstorepaymentonly):ifyouneedtopass specialinformationtothecustomer,suchasthenametowriteonapaymentcheck, enterithere. 7 Acceptedcardtypes(creditcard(manual)only):selectthecreditanddebitcard systemsforwhichyouareabletoprocessmanualpayments(viaanEPOSterminal,or similar).

354 MANAGINGCHECKOUTSETTINGS 8 ClickSave.TheGeneralsettingstabdisplays.Alternatively,clickCancelifyoudonot wanttosavethechangesyoumade.

355

ManagingAccountingSettings
ThischapterdescribeshowtousetheSettings>Accountingsettingsoptioninthetoolbar.
Figure 343 TheSettings>AccountingSettingsOption

ConfiguringGeneralAccountingSettings
TosetupInterspireShoppingCarttooutputyourstoresorder,productandcustomer informationtoanaccountancyapplication: 1 ClickSettingsinthetoolbar,thenclickAccountingsettings.TheGeneralsettingstab displaysbydefault.
Figure 344 AccountingSettings

356 MANAGINGACCOUNTINGSETTINGS 2 SelectyouraccountingsoftwarefromtheImanagemybusinesswithlist. Note:AtthetimeofwritingIntuitQuickBooksistheonlysupportedaccountingapplication. InterspireShoppingCartusestheQuickBooksWebConnector(QBWC)tosupport integrationbetweenthetwoapplications.QBWCrequiresthatyourserverisrunning theSimpleObjectAccessProtocol(SOAP)protocol.Forthisreason,ensurethatyour serverisrunningthePHPSOAPmodule.Ifyouareunsure,contactyourservice provider. 3 ClickSave.Anewtabdisplays,showingthenameofyouraccountingapplication.Click thetabtoconfiguresettingsspecifictoyouraccountingapplicationandfollowtheon screeninstructions.Alternatively,clickCancelifyoudonotwanttosavethechanges youmade.

357

ManagingGiftCertificateSettings
ThischapterdescribeshowtousetheSettings>GiftCertificatesettingsoptioninthe toolbar.
Figure 345 TheSettings>GiftCertificateSettingsOption

GiftCertificateOverview
Whenyouactivateandconfiguregiftcertificatesinyourstore,customerscanpurchasethe certificatesatafacevaluetheychoose(youcanallowcustomerstochooseavaluebetween aminimumandmaximum,orspecifyanumberofexactvalues).Theycanthenprovidethe giftcertificatetotheintendedrecipient,eitherviaemail,orbyprintingoutthecertificate. Thecertificatebearsacodenumber,whichworksexactlylikeadiscountcouponcode.The recipientcanenterthecodenumberinyourstorescheckoutpage,inordertopayforgoods inpartorinfull. Thepurchasingprocessisexactlythesameastheprocessforpurchasingadownloadable product.CustomersclickaGiftcertificateslinkinyourstore(bydefault)togotothepage wheretheyspecifytheirrequirementsandpurchasethecertificate.Aswellasspecifyinga facevalue,customerscanincludeapersonalizedmessageandchooseacertificatedesign. Youcanseeinformationaboutthegiftcertificatesthatcustomershavepurchasedinthe Promotions>Giftcertificatesscreen.SeeGiftCertificatesonpage241formore information.

358 MANAGINGGIFTCERTIFICATESETTINGS

ConfiguringGiftCertificateSettings
Tosetupyourstoresgiftcertificates: 1 ClickSettingsinthetoolbar,thenclickGiftcertificatesettings.
Figure 346 GiftCertificateSettings

2 Ifyouwanttoallowcustomerstopurchasegiftcertificates,selectYes,enablethegift certificatesystem. Ifyoudonotwanttoallowcustomerstopurchasegiftcertificates,deselectthisoption. Alltherestofthefieldsinthisscreendisappear.Also,theGiftcertificateslinkinyour storesheaderdisappears. 3 ConfiguretheGiftcertificatevalues: Ifyouwanttodefinespecificvaluesforyourstoresgiftcertificates(forexample, twentyfive,fiftyandahundreddollars),selectSpecifyalistofallowedgift certificateamounts.Enterthecertificatevaluesinthefieldthatdisplays,witheach valueonadifferentline.
Figure 347 SpecifiedGiftCertificateAmounts

Ifyouwanttoallowcustomerstochoosethevalueoftheirgiftcertificatesbetween minimumandmaximumvalues,selectAllowcustomerstoenterthevalueforgift certificates(default).EnteraMinimumamountandaMaximumamountinthe fieldsthatdisplay.

MANAGINGGIFTCERTIFICATESETTINGS 359 4 Ifyouwantthecertificatesyouselltoexpireiftheyarenotusedwithinacertaintime, selectYes,setanexpirydateforgiftcertificates.Selectatimeperiodandanumber inthefieldsthatdisplay.

Figure 348 CertificateExpiryDate

Ifyouwantcertificatestoremainusableindefinitely,deselectthisoption. 5 InterspireShoppingCartprovidesavarietyofthemedgiftcertificates,suitablefor differentoccasions.Customerscanchoosethedesignthemeofthecertificatethey wanttopurchase.YoucandecidewhichdesignthemesareavailableintheEnabled GiftCertificateThemessection. Selectordeselectadesignthemescheckboxtoenableordisablethethemeinyour store. Clickadesignthemes(Preview)linktoseeanexamplecertificateusingthetheme intheareatotheright. 6 ClickSavewhenyouhavefinishedconfiguringthescreen.Alternatively,clickCancelif youdonotwanttosavethechangesyoumade.

360 MANAGINGGIFTCERTIFICATESETTINGS

361

ManagingAnalyticsSettings
ThischapterdescribeshowtousetheSettings>Analyticssettingsoptioninthetoolbar.
Figure 349 TheSettings>AnalyticsSettingsOption

ConfiguringGeneralAnalyticsSettings
YoucanconfigureInterspireShoppingCarttoworkwithananalyticsapplication(suchas GoogleAnalytics).Analyticsapplicationsallowyoutoseehighlydetailedinformationabout yourstoresvisitorsandcustomers.Youcanusevisitoranalysisdataforavarietyof purposes,suchasscrutinizingyourstoresaudiencedemographic,examiningyourvisitors actionswithinyourstore,andevaluatingtheeffectivenessofaffiliatenetworks,payper clickschemes,andotheronlinemarketingsystemswithwhichyourstoreparticipates. 1 ClickSettingsinthetoolbar,thenclickAnalyticssettings.TheGeneralsettingstab displaysbydefault.
Figure 350 Settings:AnalyticsSettings

362 MANAGINGANALYTICSSETTINGS 2 SelecttheanalyticsapplicationyouwanttointegratewithInterspireShoppingCart fromtheAnalyticspackageslist. Note:Atthetimeofwriting,GoogleAnalyticsistheonlysupportedanalyticsapplication.In ordertouseGoogleAnalytics,youmustfirstcreateanaccountwithGoogle.See www.google.com/analyticsformoreinformation. 3 ClickSave.Anewtabdisplays,showingthenameofyouranalyticsapplication.Click thetabtoconfiguresettingsspecifictoyouranalyticsapplicationandfollowtheon screeninstructions.Alternatively,clickCancelifyoudonotwanttosavethechanges youmade.

363

ManagingAffiliateSettings
ThischapterdescribeshowtousetheSettings>Affiliatesettingsoptioninthetoolbar.
Figure 351 TheSettings>AffiliateSettingsOption

ConfiguringAffiliateSettings
Whenyoujoinanonlineaffiliatemarketingsystem,thesystemoperatorislikelytoprovide youwithafewlinesofconversiontrackingcode.Conversiontrackingservesanumberof purposes,whichdependontheaffiliatesystem.Amongotherthings,conversiontracking allowsyoutogaugetheaffiliatemarketingsystemslevelofsuccess,andcontrolsthe commissionsystemforyouraffiliates. TosetupInterspireShoppingCarttouseyouraffiliateconversiontrackingcode: 1 ClickSettingsinthetoolbar,thenclickAffiliatesettings.

364 MANAGINGAFFIL IATESETTINGS

Figure 352 Settings:AffiliateSettings

2 Pastetheconversiontrackingcodesuppliedbyyouraffiliatemarketingsystem operatorintotheConversiontrackingcodefield. 3 Thecodeislikelytohaveplaceholderswhereyouarerequiredtoenterorderspecific information(forexample,inthecode...orderid=XXX,XXXistheplaceholdertobe replaced). InterspireShoppingCartsupportstwovariablesthatyoushouldinsertintothecodein placeoftheplaceholders: %%ORDER_AMOUNT%%:thisvariabledefineseachordersamount. %%ORDER_ID%%:thisvariabledefineseachordersorderIDnumber(thisisthe sameastheIDthatdisplaysintheOrders>Viewordersscreen;seeViewingand ManagingOrdersonpage125). Forexample,theoriginalconversiontrackingcode:
<img border="0" src="https://www.yourdomain.com/ affiliate_tracker/sale.php?totalminusshipping=XXX&orderid=XXX" width="1" height="1">

becomes:
<img border="0" src="https://www.yourdomain.com/ affiliate_tracker/ sale.php?totalminusshipping=%%ORDER_AMOUNT%%&orderid=%%ORDER_ID% %" width="1" height="1">

4 ClickSavetosaveyourchanges.Alternatively,clickCancelifyoudonotwanttosave thechangesyoumade.

365

ManagingNotificationSettings
ThischapterdescribeshowtousetheSettings>Notificationsettingsoptioninthe toolbar.
Figure 353 TheSettings>NotificationSettingsOption

ConfiguringGeneralNotificationSettings
InterspireShoppingCartcansendyouanotificationeachtimeyourstorereceivesanew order,viaemail,MSNmessengerorSMS(textmessage). 1 ClickSettingsinthetoolbar,thenclickNotificationsettings.TheGeneralsettings tabdisplaysbydefault.
Figure 354 Settings:NotificationSettings

366 MANAGINGNOTIFICATIONSETTINGS 2 SelecttheNotificationmethodsthatyouwanttouse,thenclickSave.Anewtabfor eachnotificationmethodyouselecteddisplays. Toconfigureemailnotification,seeConfiguringEmailNotificationSettingsonpage 366. ToconfigureMSNmessengernotification,seeConfiguringMSNMessenger Settingsonpage366. ToconfigureSMSnotification,seeConfiguringSMSTextMessageSettingsonpage 367.

ConfiguringEmailNotificationSettings
1 ClicktheEmailmessagetabintheSettings>Notificationsettingsscreen.
Figure 355 Settings:NotificationSettings:Email

2 EntertheEmailaddresstowhichyouwantnotificationstobesent. Note:Ifyouwanttoentermultipleemailaddresses,separatethemwithacomma(for example,bob@example.com,charlie@example.com,dan@example.com). 3 ClickSave.TheGeneralsettingstabdisplays.Alternatively,clickCancelifyoudonot wanttosavethechangesyoumade. 4 Totestthatemailmessagesarebeingsentcorrectly,clicktheEmailmessagetab againandclickTestnotificationmethodtosendatestmessagetotheaddress(or addresses)youentered.

ConfiguringMSNMessengerSettings
1 ClicktheMSNmessengertabintheSettings>Notificationsettingsscreen.

MANAGINGNOTIFICATIONSETTINGS 367
Figure 356 Settings:NotificationSettings:MSN

Note:TouseMSNmessagingwithInterspireShoppingCart,youneedtohavetwoMSN messengeraccounts.One(thefromaccount)isusedtosendmessagestotheother (thetoaccount).YouMUSTconfigureeachaccounttorecognizetheotheraccount asacontact. 2 EntertheusernameoftheMSNmessengeraccountfromwhichyouwanttosend messagesintheMSNusername(from)field. Note:Itisrecommendedthatyoudonotusethefromaccountforpurposesotherthan automatedmessagingforyourstore. 3 EnterthefromaccountspasswordintheMSNpassword(from)field.Interspire ShoppingCartrequiresthisinordertologintotheMSNaccountandsendmessages. 4 EntertheusernameoftheMSNmessengeraccounttowhichyouwanttosend notificationmessagesintheMSNusername(to)field. Note:YouneedtobeloggedintoMSNmessengerusingthetoaccounttoreceive messages. 5 ClickSave.TheGeneralsettingstabdisplays.Alternatively,clickCancelifyoudonot wanttosavethechangesyoumade. 6 TotestthatMSNmessagesarebeingsentcorrectly,clicktheMSNmessengertab againandclickTestnotificationmethodtosendatestmessagetothetoaccount youspecified.

ConfiguringSMSTextMessageSettings
1 ClicktheSMStextmessagetabintheSettings>Notificationsettingsscreen.

368 MANAGINGNOTIFICATIONSETTINGS
Figure 357 Settings:NotificationSettings:SMS

Note:InterspireShoppingCartusestheSMSGlobalserviceforsendingtextmessages.You needtosignuptousethisservicebeforeyoucanstartsendingtextmessages.See www.smsglobal.com.aufordetails,orclicktheRegisterforafreeSMSGlobal accountherelinktosignupstraightaway. 2 EnteryourSMSGlobalusernameintheSMSGlobalusernamefield. 3 EnteryourSMSGlobalpasswordintheSMSGlobalpasswordfield. 4 EnterthephonenumberofthecellphonetowhichyouwanttosendSMSmessagesin theCell/mobilenumberfield. 5 ClickSave.TheGeneralsettingstabdisplays.Alternatively,clickCancelifyoudonot wanttosavethechangesyoumade. 6 TotestthatSMStextmessagesarebeingsentcorrectly,clicktheSMStextmessage tabagainandclickTestnotificationmethodtosendatestmessagetothecellphone numberyouentered.

369

ManagingLiveChatSettings
ThischapterdescribeshowtousetheSettings>Livechatsettingsoptioninthetoolbar.
Figure 358 TheSettings>LiveChatSettingsOption

ConfiguringGeneralLiveChatSettings
InterspireShoppingCartsupportstheintegrationoflivechatapplicationsintoyourstore. Thisallowscustomerstogetintouchwithastorerepresentativeimmediately. 1 ClickSettingsinthetoolbar,thenclickLiveChatsettings.TheGeneralsettingstab displaysbydefault.
Figure 359 Settings:LiveChatSettings

2 SelecttheLivechatservicesyouwanttouseinyourstore,thenclickSave.Anewtab foreachchatserviceyouselecteddisplays. ToconfiguretheLivePersonchatservice,seeConfiguringLivePersonSettingson page370.

370 MANAGINGLIVECHATSETTINGS Toconfigureanotherchatservice,seeConfiguringOtherChatServiceSettingson page373.

ConfiguringLivePersonSettings
1 ClicktheLivePersontabintheSettings>Livechatsettingsscreen.
Figure 360 Settings:LiveChatSettings:LivePerson

Note:YouneedtohaveaLivePersonaccountbeforeyoucanintegrateLivePersonwith InterspireShoppingCart.InordertouseLivePerson,youmustalsodownloadand installtheLivePersonoperatorconsoleonyourcomputer.See www.solutions.liveperson.comformoreinformation. 2 SelectaLivePersonAccountoption: IfyoudonothaveaLivePersonaccount,selectIdonthaveaLivePersonaccount andwouldliketocreateone.ClickCreateaccount.Followtheinstructionsinthe screensthatdisplay.

MANAGINGLIVECHATSETTINGS 371
Figure 361 CreateaLivePersonAccount

Inthefirstscreen,entertheUsernameandPasswordthatyouwanttousefor LivePerson,notyourInterspireShoppingCartusernameandpassword.Inthethird screen,theMonitortagcodeandButtontagcodefieldsarefilledinautomatically; youdonotneedtochangethecode.IntheChatboxlocationfield,selectwhether youwanttheLivePersoncontactboxtodisplayatthesideoratthetopofyour storespages.

372 MANAGINGLIVECHATSETTINGS IfyoualreadyhaveaLivePersonaccount,selectIhaveanexistingLivePerson accountthatIdliketouse.Followtheinstructionsinthetextthatdisplays.

Figure 362 LivePersonWizard

MANAGINGLIVECHATSETTINGS 373 EntertheMonitortagcodeandButtontagcodefromtheLivePersonconsolein thefieldsthatdisplay.IntheChatboxlocationfield,selectwhetheryouwantthe LivePersoncontactboxtodisplayatthesideoratthetopofyourstorespages.

Figure 363 LivePersonConfigurationSettings

3 ClickSave.Alternatively,clickCancelifyoudonotwanttosavethechangesyou made.

ConfiguringOtherChatServiceSettings
TosetupachatserviceotherthanLivePerson: 1 ClicktheOtherthirdpartylivechatservicetabintheSettings>Livechatsettings screen.
Figure 364 Settings:LiveCHatSettings:OtherChatService

2 EntertheHTMLchatservicecodefromyourchatserviceproviderintheLivechat codefield.

374 MANAGINGLIVECHATSETTINGS Note:Forinformationonobtainingthenecessarycode,consultyourthirdpartychat serviceprovider. 3 IntheChatboxlocationfield,selectwhetheryouwantthechatboxtodisplayatthe sideoratthetopofyourstorespages. 4 ClickSave.Alternatively,clickCancelifyoudonotwanttosavethechangesyou made.

375

ManagingReturnsSettings
ThischapterdescribeshowtousetheSettings>Returnssettingsoptioninthetoolbar.
Figure 365 ConfiguringTheSettings>ReturnsSettingsOption

ConfiguringReturnsSettings
Youcanconfigureyourstoretoacceptreturnrequestsfromcustomersforcertainspecific reasons,foranyreason,ortodisallowreturnrequestscompletely. Toconfigurereturnssettings: 1 ClickSettingsinthetoolbar,thenclickReturnssettings.

376 MANAGINGRETURNSSETTINGS
Figure 366 Settings:ReturnSettings

2 Ifyouwanttoallowreturnrequests,selectYes,enablereturnsrequests.Ifyouwant todisallowreturnrequestscompletely,deselectthisoption. 3 Onceacustomerhassuccessfullysubmittedareturnrequest,thecustomershouldbe giveninstructionsdescribinghowtoreturntheorder(forexample,mailing instructions).EntertheseinstructionsintheReturninstructionsfield. 4 Enteralistofthereasonsforwhichyouarewillingtoacceptreturnrequestsinthe Returnreasonsfield.Entereachreasononanewline.Thecustomermustselecta reasonfromathislistwhensubmittingareturnrequest. 5 Enteralistofthepossibleactionsyoucantakewhenreceivingareturneditem(for example,repairingtheitem,replacingtheitem,orissuingstorecreditfortheitems value).Thecustomercanselectthepreferredactionwhensubmittingareturnrequest. 6 IfyouwanttoletotherInterspireShoppingCartadministratorsissuestorecredits whenreceivingareturneditem,selectYes,allowstafftoissuestorecreditsfor returneditems.IfyoudonotwanttoallowInterspireShoppingCartadministratorsto dothis,deselectthisoption. 7 ConfigurehowyouwantInterspireShoppingCarttosendoutautomaticemailsat differentstagesofthereturnprocessintheReturnnotificationssection: Ifyouwanttoreceivereturnrequestalertemails,selectSendmeanemailwhenI receiveanewreturnrequest.

MANAGINGRETURNSSETTINGS 377 Ifyouwanttosendamessagetocustomerswhosubmitreturnrequests,notifying themthattherequesthasbeenreceived,selectSendaconfirmationmessageto thecustomer. Ifyouwanttosendamessagetocustomerswhenastaffmemberchangesthe ordersstatus,selectSendthecustomeranemailwhenareturnstatusischanged. 8 ClickSave.Alternatively,clickCancelifyoudonotwanttosavethechangesyou made.

378 MANAGINGRETURNSSETTINGS

379

ManagingGiftWrappingSettings
ThischapterdescribeshowtousetheSettings>Giftwrappingsettingsoptioninthe toolbar.
Figure 367 ConfiguringTheSettings>GiftWrappingSettingsOption

ViewingandManagingGiftWrappingOptions
InterspireShoppingCartallowsyoutooffergiftwrappingoptionstocustomers.Youcan offerthesefreeofcharge,orsetachargeforeachsetting.Toviewthegiftwrappingoptions alreadysetupforyourstore,clickSettingsinthetoolbar,thenclickGiftwrapping settings.

380 MANAGINGGIFTWRAPPINGSETTINGS
Figure 368 Settings:GiftWrappingSettings

Table 91 Settings:GiftWrappingSettings

Addanewgift wrappingoption Deleteselected

Clickthistosetupanewgiftwrappingoption.SeeAddingandEditingGift WrappingOptionsonpage380. Selectoneormoreoptionscheckboxandclickthistoremovetheoption oroptionsfromInterspireShoppingCart.Theoptionsdetailscannotbe retrieved. SelectoneormoreoptionsboxesandclickDeleteselectedtoremovethe optionsfromInterspireShoppingCart.Theoptionsinformationcannot beretrieved. Selecttheboxatthetopofthecolumntoselectallorders.

Name Price Visible Action

Thisdisplaysthedescriptivenameofthegiftwrappingoption.Thisname isvisibletoyourstorescustomers. Thisdisplaystheextracostofchoosingthisoption. Thisdisplaysatick( Thisdisplaysacross( )iftheoptionisvisibletocustomers. )iftheoptionisnotvisibletocustomers.

ClickEdittomodifyagiftwrappingoptionsdetails(seeAddingand EditingGiftWrappingOptionsonpage380). ClickDeletetoremoveagiftwrappingoptionfromInterspire ShoppingCart.Theoptionsdetailscannotberetrieved.

AddingandEditingGiftWrappingOptions
1 ClickSettingsinthetoolbar,thenclickGiftwrappingsettings. Toaddanewgiftwrappingoptionforyourstore,clickAddanewgiftwrapping option. Toeditthesettingsofanexistinggiftwrappingoption,clicktheoptionsEditlink.

MANAGINGGIFTWRAPPINGSETTINGS 381
Figure 369 AddaNewGiftWrappingOption

2 EnteradescriptiveNameforthisoption.Thenameisvisibletocustomers. 3 Uploadapreviewimageshowingthisoption(apictureofthewrappingpaper,ora pictureofagiftwrappedproduct,forexample).ClickBrowseandlocatetheimageon yourcomputerinthewindowthatdisplays.Alternatively,enteraURLtouseapicture alreadyavailableontheInternet. Note:SupportedimagetypesareGIF,JPEGandPNG. 4 Ifyouwanttochargeextraforthisgiftwrappingoption,entertheextrachargeinthe Priceperproductfield. 5 Ifyouwanttogivecustomerstheoptiontoaddapersonalizedmessage(onagifttag, forexample),selectYes,allowcustomerstoaddcustommessage.Ifyoudonotwant tooffercustommessages,deselectthisoption. 6 Ifyouwantcustomerstobeabletoorderthisgiftwrappingoptionstraightaway, selectYes,showthiswrappingoptiontocustomers.Ifyoudonotwantcustomersto seethisgiftwrappingoptionyet,deselectthischeckbox. 7 ClickSave.Alternatively,clickCancelifyoudonotwanttosavethechangesyou made.

382 MANAGINGGIFTWRAPPINGSETTINGS

383

ManagingEmailMarketerSettings
ThischapterdescribeshowtousetheSettings>Emailmarketersettingsoptioninthe toolbar.
Figure 370 TheSettings>EmailMarketerSettingsOption

IntegratingInterspireShoppingCartWithInterspire EmailMarketer
EmailMarketerisanInterspireproductthatyoucanusetomanageyourmailinglists, promotions,mailinglistsandotheremailbasedactivities.YoucanintegrateInterspire ShoppingCartandEmailMarketertoworktogether.Whenthetwoapplicationswork together,customerinformationconfiguredinInterspireShoppingCartispassedonto EmailMarketer,whichcanthensendouttheemailsthatyouspecifytothenewcustomer. Note:SeetheInterspirewebsite(www.interspire.com)formoreinformationonEmail Marketer. Inordertointegratethetwoapplications,youmustberunningacopyofInterspireEmail Marketerv5.0orabove.YoumustalsoenabletheXMLAPI(eXtensibleMarkupProtocol ApplicationProgrammingInterface)foryouruseraccount,andobtaintheXMLpathand tokendetails. Tosetupintegration: 1 InEmailMarketer,clickUseraccountsinthetoolbar,clicktheUserpermissionstab, thenselectEnabletheXMLAPI.

384 MANAGINGEMAILMARKETERSETTINGS
Figure 371 EmailMarketer:EnableXMPAPI

2 CopytheXMLpathandenteritinInterspireShoppingCartsEmailmarketerXML pathfield. 3 CopytheXMLusernameandenteritinInterspireShoppingCartsEmailMarketer usernamefield. 4 CopytheXMLtokenandenteritinInterspireShoppingCartsEmailmarketerXML tokenfield. 5 ClickSaveinEmailMarketer.Alternatively,clickCancelifyoudonotwanttosavethe changesyoumade. 6 ClickSaveinInterspireShoppingCart.Alternatively,clickCancelifyoudonotwantto savethechangesyoumade.

385

ManagingKnowledgeManager IntegrationSettings
ThischapterdescribeshowtousetheSettings>Knowledgemanageroptioninthe toolbar.
Figure 372 TheSettings>KnowledgeManagerOption

IntegratingInterspireShoppingCartWithInterspire KnowledgeManager
EmailMarketerisanInterspireproductthatyoucanusetosetupanonlineknowledgebase. YoucansetupKnowledgeManagertoworkwithInterspireShoppingCart.Youcandothis intwoways: 1 ConfigureKnowledgeManagertodisplaysimilarlytoInterspireShoppingCart,and hyperlinkInterspireShoppingCarttoKnowledgeManagerviaaHelporFAQlink. SeeLinkingInterspireShoppingCarttoKnowledgeManageronpage386. 2 IntegrateKnowledgeManagersActiveResponseSystemwithInterspireShopping Cart.Thisisasystemthatallowscustomerstoreceiveimmediateresponsestotheir queries,takenfromtheknowledgebase.SeeIntegratingKnowledgeManagersActive ResponseSystemonpage386.

386 MANAGINGKNOWLEDGEMANAGERINTEGRATIONSETTINGS

LinkingInterspireShoppingCarttoKnowledgeManager
1 LogintoKnowledgeManagerandclickSettings.ClicktheTemplatesettingstaband selectInterspireShoppingCartfromtheTemplatelist.
Figure 373 KnowledgeManager:Template

2 IntheTemplateHeaderURLfield,enterthetextthatdisplaysinInterspireShopping CartsSettings>KnowledgeManagerscreensPastethisintotheTemplate HeaderURLfieldsection(seeSettings:KnowledgeManageronpage387). 3 IntheTemplateFooterURLfield,enterthetextthatdisplaysinInterspireShopping CartsSettings>KnowledgeManagerscreensPastethisintotheTemplateFooter URLfieldsection(seeSettings:KnowledgeManageronpage387). 4 InKnowledgeManager,clickSave. 5 BackinInterspireShoppingCart,createaHelporFAQwebpage(ClickWebsite content>Createawebpage).IntheThisdocumentwillsection,chooseLinkto anotherwebsiteordocument.IntheLinkfield,entertheURLforyourinstallationof KnowledgeManager(forexample,http://www.myexamplestore.com/kb).Inthe Pagetitlefield,enterHelp,FAQ,orsimilar.Then,clickSave. 6 WhenacustomerclickstheHelp,FAQ,orsimilarlinkthatnowdisplaysinyour store,theknowledgebasedisplays.

IntegratingKnowledgeManagersActiveResponseSystem
1 InInterspireShoppingCart,clickSettings>KnowledgeManager.

MANAGINGKNOWLEDGEMANAGERINTEGRATIONSETTINGS 387
Figure 374 Settings:KnowledgeManager

2 EnterthefullpathtoyourinstallationofKnowledgeManagerintheKnowledge ManagerPathfield(forexample,http://www.myexamplestore.com/ knowledgemanager). Note:Donotuseafinalslash(/)orincludeindex.phpinthepath. 3 SelectContactformintegration. Note:Youmusthavefirstcreatedacontactpageforyourstore;seeContactFormPageon page235.

Figure 375 IntegrateKnowledgeManagerIntoContactPage

4 Selectthecontactpage(orpages)intowhichyouwanttointegrateKnowledge Managerinthelistthatdisplays. 5 ClickSave.Alternatively,clickCancelifyoudonotwanttosavethechangesyou made.

388 MANAGINGKNOWLEDGEMANAGERINTEGRATIONSETTINGS

389

VI
TROUBLESHOOTINGANDINDEX
Thissectioncontainsthefollowingchapters: Troubleshooting(391) Index(395)

390

391

Troubleshooting
Thischapterdescribessomecommonproblems,andtheirlikelysolutions.Usethischapter todiagnoseandsolveproblemsyoumayhavewithInterspireShoppingCart. Ifyouarenotsurewhateffectsacertaintroubleshootingactionwillhave,contactthe relevantadministratororserviceprovider,orgetintouchwithcustomersupport.Makeall configurationchangesatyourownrisk! Note:Ifyoucannotperformataskthatyouthinkyoushouldbeableto,themostlikely reasonisthatyouruseraccountdoesnothavetherequiredprivileges.Beforeyou takeanyothersteps,usetheUseraccountsscreens(seeCreatingandManagingUser Accountsonpage115),orcheckwithyourorganizationsInterspireShoppingCart administrator.

Problem:IForgotMyPassword
1 2 3 4 Gototheloginscreen(seeLoggingIntoInterspireShoppingCartonpage39). ClicktheForgotyourpassword?link. Inthescreenthatdisplays,enteryourUsername. ClickSendemail.Anemailissenttotheemailaddressassociatedwithyourusername inInterspireShoppingCart.Followtheinstructionsintheemail.

Problem:IWanttoLimittheCountriesISellto
1 2 3 4 ClickSettingsinthetoolbar,thenclickShippingsettings. SelectthecountryorcountriestowhichyouwanttosellintheAvailablecountrieslist. Deselectallothercountriesinthelist,andtheAllcountriesoption. ClickSave.

Note:Whencustomersfromothercountriesattempttoplaceanorderinyourstore,the messageUnfortunatelywedon'tshiptoyourcountry.Pleasechooseanother shippingaddressandtryagaindisplays.

Problem:IWanttoApplyFreeShippingtoASingleProduct
1 2 3 4 ClickProductsinthenavigationbar,thenclickViewproducts. Locatetheproductforwhichyouwanttoapplyfreeshipping,thenclickitsEditlink. IntheShippingdetailssection,selectYes,thisproducthasfreeshipping. ClickSave.

Problem:IWanttoRestoreaStoreBackup
DependingupontheaspectsofInterspireShoppingCartyoubackedup,youmayormay notneedtofollowallofthestepsbelow.Ifyourbackupismissinganyofthefiles/folders listedbelowthensimplyskipthatstep.

392 TROUBLESHOOTING Torestoreastorebackup: 1 Downloadthebackuptoyourcomputerfromyourstoresserverorotherlocation usinganFTPclient. 2 Thebackupfoldercontainsafilecalleddatabase.sql.gz.Thisisthebackupof yourdatabase.RestorethedatabaseusingphpMyAdmin(adatabaseadministration toolavailableonmostservers):choosetheImportoptioninphpMyAdminandupload thedatabase.sql.gzfile. 3 Torestoretheimagesforyourstoresproducts,copytheproduct_imagesfolderto yourstore'smainfolder. 4 Ifyourstore'sconfigurationfile(config.php)iscorrupted,renamethe config.backup.phpfileinyourstore'sadmin/includesfolderto config.php.Thisrestoresyourstoresconfigurationsettings.

Problem:IHaveEnabledSSLButMyStoreWontLoad
IfyouenabledSSLintheSettings>Storesettingsscreen,butyourstoredoesnotload,it maybebecauseyourserverusestwoseparatefolders;oneforregular,insecureHTTP,and anotherforsecureHTTPS.Ifthisisthecase,yourstoredoesnotloadwhenyouuseHTTPS, becausetheHTTPSfolderisempty. Ifyoudonotmaintainyourownserver,sendthefollowingmessagetoyourwebhosting serviceprovider: IamtryingtosetupmyapplicationtoworkinSSLmode.Howevermywebhosting accounthastwoseparatefolders;oneforHTTPandanotherforHTTPS.Therefore,will youpleasecreateasymlinktoredirectHTTPSrequeststomyHTTPfolder?Onceyoudo thismystorewillworkinsecuremode. MySSHdetailsareasfollows: Server:[Enteryourserverhere] User:[EnteryourSSHusernamehere] Password:[EnteryourSSHpasswordhere] Note:FindyourSSHdetailsinyourwebhostingcontrolpanel,orinanemailyourservice providersentyouwhenyoufirstsignedup. Yourserviceprovidershouldcreateasymlink(asymboliclink,orsoftlink)thatsolvesthe problem.

Problem:WhenIAccessMyStoreISeeSecurityCertificateWarnings
ThisismostlikelyduetothenameonyourSSLcertificatenotcorrespondingwithyour storessitename.ManywebhostingserviceprovidersgiveyouanSSLcertificatecertifying *.yourhost.com,whichmeansthatyoursite(www.myexamplestore.com,forexample) doesnotmatchthecertificate.

TROUBLESHOOTING 393 Tofixthisproblem,youneedtobuyyourownSSLcertificateforyoursite.Yourwebhosting serviceprovidershouldbeabletohelp;letthemknowthatyouneedanSSLcertificatefor yoursite,andwouldliketoknowhowtobuyandinstallone.SSLcertificatesarerelatively inexpensive,costingfromaround$100upwards.

Problem:MyStoreWontAcceptMyShippingAddress
IfyouoryourcustomersreceiveamessagereadingUnfortunatelywedon'tshiptoyour country.Pleasechooseanothershippingaddressandtryagain,ordersfromtherelevant countryhavebeendisallowed.Tofixthis: 1 ClickSettingsinthetoolbar,thenclickShippingsettings. 2 IntheAvailablecountrieslist,selectthecountriestowhichyouwanttoship.Ifyou wanttoshipworldwide,selecttheAllcountriesoption. 3 ClickSave.

Problem:GoogleProductsCantReadMyProductsFeed
WhenyoucreatethenewproductfeedintheGoogleProductscontrolpanel,makesure thatthefeednameyouspecifyendswith.xml.Ifitdoesnot,Googlewillmisreadit.

Problem:IWanttoChangetheStartingValueOfMyOrderNumbers
Tochangethestartingordernumber,runthefollowingSQLcommand(using phpMyAdmin):
ALTER TABLE tbl AUTO_INCREMENT = XXX;

whereXXXisthevalueatwhichyouwanttostartyourstoresordernumbers.

Problem:IWanttoEnablecURLSupport
cURL(clientURL)isrequiredbysomeofInterspireShoppingCartsmodules(payment methods,realtimeshippingcostquotationservices,andsoon).Forinformationon enablingcURLonyourserver,seethedocumentationatwww.php.net/curl. Ifthisdoesnothelp,contactyourwebhostingserviceprovider.

Problem:IWanttoEnableMCRYPTSupport
McryptisaPHPmoduleusedbyInterspireShoppingCarttoencryptcreditcarddetailsand othersensitiveinformation.WhilstmcryptisnotrequiredforgeneraluseofInterspire ShoppingCart,certainmodulesrequireitinordertofunction.Inordertousethese modules,mcryptsupportforPHPmustbeenabledonyourserver.Forinformationon enablingmcryptonyourserver,seethedocumentationatwww.php.net/mcrypt. Ifthisdoesnothelp,contactyourwebhostingserviceprovider.

394 TROUBLESHOOTING

Problem:IamHavingTroubleInstallingInterspireShoppingCartona GoDaddyServer
WhenyouareusingInterspireShoppingCartwithGoDaddy,youneedtomodifysomecalls tofetchcontentfromotherserversforsomepaymentmethods,realtimeshippingcost quotationservices,andsoon.Addinthefollowingcodetouseaproxyserver,afterevery instanceofthecalltocurl_init():
curl_setopt($ch, CURLOPT_PROXYTYPE, CURLPROXY_HTTP); curl_setopt($ch, CURLOPT_PROXY,"proxy.shr.secureserver.net:3128"); curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, false);

Thefollowingfilescallcurl_init():
lib/class.remoteopener.php lib/email.php lib/general.php lib/modules/checkout/authorizenet/module.authorizenet.php lib/modules/checkout/eway/module.eway.php lib/modules/notification/sms/module.sms.php lib/modules/shipping/intershipper/module.intershipper.php lib/modules/shipping/ups/module.ups.php lib/modules/shipping/usps/module.usps.php includes/msn/msnpauth.php includes/classes/api/example.php

Note:Therearealsoothercallstocurl_setopt;insertthecodehereaswell.Youmay alsoneedtochangethefirstargument($ch)tobethesameastheothersused.Ifin doubt,simplyinsertthecodeunderthelinecontainingcurl_init() (youmay stillneedtochangethefirst$chargument,however). Formoreinformation,checktheGoDaddyknowledgebaseathelp.godaddy.com.

INDEX 395

Index
A
accessingfiles 70 accountcreation 305, 349 accountsettings 116 account,admin 121 accountingsettings 355 accounts 43, 161 accounts,creatingandediting 115 accounts,deleting 121 accounts,user 115 actionreports 295 actionsettings 306, 325 actiontimeanddate 295 action,form 100 activatingdesignmode 60 activeresponsesystem 386 addtodictionary 76 addons 43, 281 addonssetup 281 addons,configuring 282 addons,new 282 addons,viewing 281 address(store) 329 addressbook,customers 169 address,adding 170 address,store 305, 312 addresses,multiple 351 adminaccount 121 administratoractions 295 AdSense 242 advancedsysteminformation 301 advertisingbanners 239 AdWords 242, 281 AdWordslimitations 256 AdWordsvariables 256 AdWords,exporting 255 aerialphotography 266 affiliatecommission 363, 364 affiliatenetworks 361 affiliates 363, 364 aligncenter 76 alignleft 76 alignright 76 aligningtables 97 alignment,horizontal 98 alignment,vertical 98 alternativetext 87 analytics 361 analyticspackages 362 anchors 77, 83 animatedbanners 239 announcements,email 349 anonymouscustomers 135, 143 API 115 AppleQuickTimedigitalmoviefile 94 applicationoverview 31 ApplicationProcessingInterface

seeAPI
approvingproductreviews 222 architecture,categories 185 arrowicons 42 articles 42, 43 ascendingorder 42 aspectratioofimages 108 assigningcustomers 172 asymmetricprotocols 306 attributesettings 306 audiencedemographic 361 audiovideointerleavemovie 94 automatedemails 60 automaticbackups 306, 323

B
backgroundcolor,cell 98 backgroundcolor,table 97 backgroundimage 85 backupsettings 306, 323

396 INDEX
backups 287 backups,creating 287 backups,viewing 288 bankdeposit 350, 353 banners 239 banners,creatingandediting 244 banners,viewingandmanaging 243 bestperformingkeywords 278 bestsellingproducts 264 bestsellingproducts 185 bold 76 borders 87, 97 brand 78 brandlink 80 brandnames 225 brandpageimagesettings 306 brands 185, 204 brands,adding 224 brands,product 225 brands,viewingandmanaging 224 browserwindow 74 builtinpaymentmethods 350, 352 builtintemplates 43 bulkdiscountsettings 305 bulkdiscounts 207 bulkeditingproductdetails 189 bulletedlist 76 buttons,inserting 103 cellheight 98 cellpadding 96 cellproperties,modifying 98 cellspacing 96 cellwidth 98 cellphonenotification 367, 368 centeralignment 76 certificatecode 357 certificatevalues,gift 358 certificates,gift 241, 249, 251, 357 certificates,gift,configuring 358 certificates,gift,enablingordisabling 358 certificates,gift,expirydates 359 certificates,gift,themes 359 certificates,security 306, 307 changes,saving 64, 65 character,decimal 305, 316 character,insert 78 charts,pie 261 chatboxlocation 374 chatsettings 369, 370, 373 checkboxes 100 checkboxes,inserting 104 checkingspelling 76 checkout 351 checkoutmethods 350 checkoutsettings 349 checkouttype 351 checkout,guest 351 cheque 350, 353 childcategories 220 city(storelocation) 329 clientserverprotocol 306 cloudsettings 305 COD 350, 353 code 69, 70, 71, 72 codeeditor 73 codehighlighting 70 codelinenumbering 70 codesyntax 71 codewindow 71 code,conversiontracking 363, 364 code,shipmenttracking 123 codes,coupon 247 colorpicker 78 color,font 77 columnspan 99 columns 96 columns,insertinganddeleting 99, 110

C
CAPTCHA 186 CAPTCHAsettings 305 cartsettings 305 cashondelivery 350, 353 categories 78, 173, 198 categories,product 185, 208, 209, 219 categoryarchitecture 185 categorydiscounts 174 categorylimitations 162 categorylink 79 categorypages 185 categorytemplates,custom 211 cellbackgroundcolor 98

INDEX 397
comments 351 commentsandquestions 235 comments,adding 126 comments,order 123 comments,shipping 133 commission,affiliate 363, 364 commontasks 48 companysettings 329 comparisonsettings 305, 318 completemode 74, 111 compressedaudiomusicfile 94 configurablefields 201 configuringlogos 57 configuringstorelogo 57 confirmationnotice 43 connection,remote 300 contactactivity 43 contactformwebsitepage 235 contactlists 43 containers,textandimage 109 content 63 content,syndicated 234 content,website 227 controllingtheinterface 41 conversionrate 267, 274 conversiontrackingcode 363, 364 copyright 4 corrections,searchterms 279 countries,andpaymentmethods 353 couponcode 357 couponcodes,creatingandediting 247 couponcodes,viewingandmanaging 245 coupons 240 createemaillink 85 creatinguseraccounts 115 creditcard 350, 353 cron 308, 309 croncommands 309 crontiming 310 cron,andyourserver 309 cron,configuring 308 cron,GUI 310 crontabs 308 cryptographichandshakeprocedure 306 CSS 56 CSVfieldmatching 220 CSV,problems 391 CubeCart 291 currentstocklevel 199 customfields 201 customstoredesign 56 customstoredesigns,ordering 56 customtemplates 43 customwebsitepages 237 customeraddressbook 169 customercomments 351 customerdetails 168 customerdetails,exporting 166 customerdiscount 207 customeremailnotifications 351 customerfeedback 185 customerfields,mandatory 177 customergroups 162, 172 customergroups,creating 172 customergroups,moving 163 customergroups,viewingandmanaging 172 customerimportfileformat 178 customerinformation 361 customerinformation,uploading 162 customerlogin 161 customerrecords,searching 175 customerrevenue 274, 276 customerstatistics 259, 274 customersupport 3 customers 161, 162 customers,addingandediting 168 customers,anonymous 143 customers,datejoined 274 customers,existing 142 customers,identifying 179 customers,importingdetails 177 customers,new 135 customers,registered 163 customers,top20 263 customers,viewingandmanaging 163 customizingcategorytemplates 211 customizingproducttemplates 206

D
databackupsettings 306, 323 databackups 287 dataencryption 306

398 INDEX
dataprotection,legalresponsibilities 39 datasets 49 database 305, 312 databasebackups 287 databaseerrors 295 databasesettings 43 dateandtimesettings 305, 316 dateandtime,action 295 daterange,custom 260 daterange,defining 259, 260 date,customersignup 274 deactivatingdesignmode 60 debuglabels 295 decimalcharacter 305, 316 decimalplaces 305, 316 decreasingindent 77 decryption 307 defaulttextformatting 77 deletingproductreviews 222 deletingstoredata 292 deletinguseraccounts 121 deliverytime 203 demographicinformation 361 deposit,bank 353 descendingorder 42 design 53 designmode 56, 60, 63 designmode,activating 60 designmode,deactivating 60 designmode,exiting 64, 65 designpreview 55 designtools 73, 74, 107 design,custom 56 design,editing 55 designingemails 60 details,other 202, 203 details,product 73 details,product,searching 214 dictionary 76 digitalcertificates 306, 307 digitalproducts 351 discountcoupons 240 discountrules 207 discounts 162, 174, 175 discounts,multiple 175 discounts,storewide 175 display 41 displaysettings 305, 318 display,store 56 donottrackinventory 199 downloadableproductbackups 287 downloadableproductdirectory 305, 312 downloadableproducts 184, 191, 351 downloadingfiles 85 downloadinglogos 59 downloadingstoredesigns 57 draganddrop 56 draganddropimages 108 dropaboveorbelow 66

E
editpanel 67 editingemails 62 editingHTML 110 editingimages 90 editinglayout 67, 69 editingpanels 67, 69 editingproductdetails 189 editingproductreviews 223 editingstorefiles 56 editingstorelayout 65 editingstylesheets 67, 69 editingtext 66 editinguseraccounts 115 editingwebpages 73 editingwindow 73, 74, 107 editing,HTML 67 editing,text 66 edition,product 300 editor,HTML 73 editor,store 69 editor,storeelement 63 editor,WYSIWYG 231 element,page 64 elements 63 elements,moving 65 emailaddress,customers 168 emailannouncements,automatic 349 emailcampaigns 45 emailconfirmationmessages 377 emailintegrationmessages 295 emaillinks 77, 85

INDEX 399
emailmarketingintegration 383 emailnewslettersubscribers,exporting details 253 emailnewsletters 241, 383 emailnotifications 351, 365, 366 emailsettings 43 emailsubjects 86 emailtemplates 43 emails,automated 60 emails,designing 60 emails,editing 62 emails,HTML 60 emails,problemssending 391 emails,returnrequestalerts 376 encryption 306, 307 EPOS 353 errorlabels 295 errorreports 295 eventlogsettings 296, 306, 325 Excel 155 existingcustomers 135, 142 exitingdesignmode 65 exportformats 291 exportGoogleAdWords 281 exportwarning 293 exportingastore 292 exportingcustomerdetails 166 exportingproductdetails 188 expresscheckout 351 externalimages 87 extrafeatures 281 extrainformation 201 fieldmapping 157 fieldmatching 220 fieldseparation 178 fields,customandconfigurable 201 fields,required 42 filefield,upload 202 FileTransferProtocol 287 filename 71 files,accessing 70 files,supporting 70, 71 files,template 70, 71 files,uploading 84 financialinformation,exporting 355 financialsettings 355 findandreplace 75 firstscreen 47 flash,insert 90, 93, 94 flash,modify 90, 93 flatfee 333 fontcolor 77 fontformat 77 fontname 77 fontsize 77 forgottenpassword 39, 391 formaction 100 formfields,modifying 101 formfunctions 77, 100, 101, 104 formname 100 formproperties,modifying 101 formsubmissionmethod 101 format 77 formats,storeexport 291 formats,storeimport 291 formatting 77 forms 100 freeshipping 333 frequentlyaskedquestionslinks 385 Froogle 242 FTP 287 fullscreenmode 74 functions,extra 281

F
FAQlinks 385 favoritecustomers 162 featuredproductsettings 305, 318 featuredproducts 185 features,extra 281 feed,Googleproducts 254 feedback 185 fees,handling 333, 351 fieldenclosure 179

400 INDEX

G
GDversion 300 generalmessages 295 generalproductinformation 193 generalstorestatistics 262 gettingstarted 37, 43, 48 giftcertificateexpirydates 359 giftcertificatesettings 357 giftcertificatethemes 359 giftcertificatevalues 358 giftcertificates 241, 357 giftcertificates,configuring 358 giftcertificates,enablingordisabling 358 giftcertificates,searching 251 giftcertificates,viewingandmanaging 249 giftwrapping 203, 205, 379 giftwrappingoptions,addingandediting 380 giftwrappingpreview 381 globalsettings 43 GoogleAdWords 242, 281 GoogleAdWordsformat 256 GoogleAdWordslimitations 256 GoogleAdWordsvariables 256 GoogleAdWords,exporting 255 GoogleAnalytics 361, 362 GoogleMaps 265 GoogleMapssettings 306, 327 Googleproducts 242 Googleproducts,exporting 254 Googleshopping 242 grandchildcategories 220 graphlabels 260 GraphicalUserInterface

H
handlingfees 333, 351 handlingfees,showingandhiding 334 headerlogos 56 height,cell 98 height,image 88 height,table 97 help 41, 42, 43, 77 helparticles 42, 48 helplinks 385 hiddenfields 100 hiddenfields,inserting 103 hidehandlingfees 334 highlighttext 78 highlightedtext 66, 76 highlighting 70 homescreen 43, 47 horizontalalignment 98 horizontalline 78 horizontalrows 96 horizontalspace 88, 93 hostinglinkedfiles 83 hostingproviders 300 HTML 56, 63, 71, 74, 110 HTMLeditor 67, 73, 96 HTMLeditorsettings 306 HTMLemails 60, 73 HTMLforms 77, 100 HTMLpages 78 HTMLtables 77, 96 HTMLtemplateeditor 73 HTMLtemplatefilesize 61 HTML,previewing 110 hybridmaps 266 hyperlink 83 hyperlinks 73, 77, 82, 84

seeGUI
graphs,statistical 260 groups,customer 162 groups,moving 163 guestcheckout 161, 351 guestorders 163 GUI 3, 41

I
icons 42 identifyingcustomers 179 identifyingpageelements 64

INDEX 401
imagebackups 287 imageborders 87 imagecontainers 109 imagedirectory 305, 312 imageediting 90 imageheight 88 imageproperties 78 imageproperties,reset 90, 93 imagesettings 305, 318 imagesize,logo 57 imagestyles 53 imagetitle 90 imagetypes 86 imageupload 87 imagewidth 87 image,insert 90 image,modifying 90, 96 images 73, 78, 84 images,insert 86 images,manipulating 107 images,modify 86, 94 images,moving 108 images,resizing 108 importformats 291 importingastore 291 importingcontacts,problems 391 importingproductdetails 217 importingtrackingnumbers 157 increaseindent 77 indent,decreasing 77 indent,increase 77 individualproductpages 185 information,system 299 insertanchor 77 insertcharacter 78 insertflash 90, 93, 94 insertform 100 inserthorizontalline 78 insertimage 78, 86, 90 insertlink 78, 79, 82, 83 insertmedia 95 insertorderedlists 76 inserttable 96 insertunorderedlist 76 inserting 94 insertinglinks 77 insertingothermedia 94 insertingtables 96 interface 41 internationalshipping 124 Interspireknowledgebase 42, 77 IntuitQuickBooks 356 inventorydisplaysettings 305, 318 inventorylevel 270 inventorymanagement 185 inventoryreport 273 inventorytracking 199, 351 inventorytrackingbyproductvariations 199 inventory,tracking 199 inventory,update 351 invoices 123, 125 invoices,printing 131 IPaddresses 295 italics 76 itemssold 269 items,news 73, 227

J
justifyingtext 77

K
keyencryption 307 keypairs 307 keywords 278 keywords,bestperforming 278 keywords,worstperforming 279 knowledgebase 42, 43, 77 knowledgebaseintegration 385 knowledgemanager 385

402 INDEX

L
labels,graph 260 labels,severity 295 laintextlogos 57 layout 53, 63, 69 layoutmodification 63 layout,email 60 layouts 71 learnmore 42 leftalignment 76 legalresponsibilities(dataprotection) 39 level,stock 199 limitations,producttype 162 limitingproductsavailability 163 line 78 linenumbering 70, 71 linkpage,website 233 linktobrand 80 linktocategory 79 linktopage 81 linktostore 78 link,insert 79, 83 link,remove 83 links 42, 82, 83, 84 links,email 77, 85 links,inserting 77 list 76 listboxes,inserting 105 listdepthsettings 305 list,bulleted 76 list,orders 184 lists 76 lists,sorting 42 livechat 369, 370 livechatsettings 373 LivePerson 370, 372 loadimage 87 localbackups,viewing 288 localizationsettings 305, 316 location 329 locationmarkers 266 locations,order 265 logout 43 logsettings 306, 325 logseveritylabels 295 log,staffaction 295

log,system 296 login 37, 39, 47, 161 logo 53 logoconfiguration 57 logodesign 57 logofileupload 57 logoformatting 57 logoimagesize 57 logosettings 57 logos 56 logos,downloading 59 logos,plaintext 57 logs 295 logs,staffaction,viewing 297 logs,system 295 lowstocklevel 185, 199

M
magnification,maps 266 mainpage 63 management,inventory 185 mandatorycustomerfields 177 map 266 mappingfields 157 mappingsettings 306, 327 maps,Google 265 maps,hybrid 266 markers,sales 266 marketing 239 marketing,affiliate 363, 364 marketing,online 361 matchcase 75 matchwholewordonly 75 matchingfields 220 measurement,units 305, 316 mediafilesizelimitation 94 mediaproperties,resetting 95 media,insert 95 messagedecryption 308 messageencryption 308 message,giftcertificate 357 messages,order 129 messenger,MSN 366, 367

INDEX 403
MicrosoftExcel 155 MicrosoftWord 74 MIDIsequentionsound 94 miscellaneoussettings 306, 327 mobilephonenotification 367, 368 mode,complete 74 mode,fullscreen 74 mode,simple 74 modes,simpleandcomplete 111 modifyanchor 77 modifyflash 90, 93 modifyformproperties 101 modifyimage 78, 90, 96 modifyimages 86, 94 modifyingformfields 101 modifyingformproperties 101 modifyingtableproperties 97 modifyingyourstore 63 modules,addon 43 moneyorder 350 morecolors 77 mouseover 41 movingelements 65 movingimages 108 MPEG 94 MPEGaudiostream 94 MPEGcompressedaudio 94 MPEGmovie 94 MPEG1 94 MSNmessenger 366, 367 MSNnotification,testing 367 multibytefunctionality 300 multiplediscounts 175 multipleshippingaddresses 351 multiplevariationsets 184 multiplevariations 184 multiplepagecheckout 351 MySQLversion 300 names,brand 225 navigationbar 41, 44, 227 navigationtools 42 newcustomers 135 neworders 48 newproductsettings 305, 318 newproducts 185 newwindow,opening 83 newsitemsettings 305, 318 newsitemtitle 229 newsitems 73, 227 newsitems,creatingandediting 229 newsitems,viewingandmanaging 228 newslettersettings 306, 327 newsletters 241, 383 nonstandardcharacters 78 notes 126 notes,staff 123 notes,viewing 132, 167 noticelabels 295 notificationmethod,testing 366 notificationmethods 366 notificationsettings 365 notificationsystemmessages 295 notification,SMS 367, 368 notifications 48 notifications,email 351, 366 notifications,MSN 365 notifications,return 376 notifications,SMS 365 numberedlists 76 numbers,tracking 123, 155

O
onlineknowledgebase 43 onlinestoreapplications,other 291 operatingsystem 300 options,giftwrapping 379 orderamount 364 ordercomments 123, 351 orderdetails 125 orderexport 126 orderfields 201

N
name,font 77 name,store 305, 312, 329 namedanchors 83

404 INDEX
orderID 123, 364 orderlocations 265 ordermanagement 125 ordermessages 129 ordermessages,sending 130 ordermodification 123 ordernumber,matching 157 orderstatistics 259, 267 orderstatus 123, 134 orderedlists 76 orderingcustomstoredesigns 56 orders 123 ordersbyitemssold 269 ordersbyrevenue 270 orderslist 184 ordersoverview 267 orders,addingandediting 135 orders,completed 184 orders,exporting 134 orders,new 48 orders,searching 145 OsCommerce 291 otherdetails 202, 203 othermedia 94 overrideexistingtrackingnumbers 157 overview,application 31 overview,orders 267 overview,products 271 panels 69, 70, 71 parentcategories 220 parentframe 83 parentpages 227 parentchildarchitecture 185 password,customers 168 password,forgotten 39, 391 password,random 351 passwords 39, 161 paste 74 pasteasplaintext 74 pastefromMSWord 74 payinstore 350, 353 paymentgatewaymessages 295 paymentinformation 123 paymentmethod,new 352 paymentmethods,builtin 350, 352 paymentmethods,thirdparty 351 paymentsettings 349 payperclick 361 percentagediscount 175 performance,sales 270 periodicbackups 306, 323 permissions,user 115 PHPerrors 295 PHPsafemode 300 PHPSOAP 356 PHPversion 300 PHP,serverinformation 301 physicalproducts 184, 191 piecharts 261 PKI 307 PKIexample 308 placeholders 364 places,decimal 305, 316 plaintext 74 popularhelparticles 48 popularproducts 272 portablespellchecker 300 postcode(store) 330 postcodes 333 prescheduledjobs 308 preview 73, 85, 87 previewdesign 55 previewwindow 74 preview,giftwrapping 381 previewingHTML 110 previewingtemplates 73 pricecomparison 242

P
packages,analytics 362 packingslip 123, 125 packingslips 123 packingslips,printing 131 padding 96 pageelement 64 pagelinks 81 pagetemplates,custom 237 pages 42 pages,category 185 pages,product 185 pages,subcategory 185 pages,website 227

INDEX 405
printerdialog 132 printinginvoices 131 printingpackingslips 131 privatecourierservices 124 privatekeys 307 privileges,customer 162, 172 privileges,user 115 product 78, 133 productattributesettings 306 productavailability,limiting 163 productbrandlink 80 productbrands 185, 225 productbrands,adding 224 productbrands,viewingandmanaging 224 productcategories 173, 185, 208, 209, 219 productcategorydiscounts 174 productcategorylink 79 productcomparisonsettings 305, 318 productdetails 73, 193 productdetails,editing(bulk) 189 productdetails,exporting 188 productdetails,importing 217 productdetails,searching 214 productdiscounts 174, 175 productedition 300 productfiles 196 productimagebackups 287 productlevels 199 productpages 185, 201 productreturns 375 productreviewsettings 305, 318 productreviews 185, 186 productreviews,editing 223 productreviews,viewingandapproving 222 productstatistics 259, 270 producttags 204 producttemplate,customizing 206 producttypelimitations 162 producttypes 184 productvariations 184, 199, 212 productvariations,addingandediting 213 productvariations,inventorytracking 199 productvariations,selecting 200 productversion 300 products 183 productsoverview 271 products,addingandediting 191 products,bestselling 264 products,downloadable 184, 191 products,physical 184, 191 products,popular 272 products,viewingandmanaging 186 promotions 239 properties,cell 98 properties,image 78 properties,reset 90, 93 properties,resetting 95 properties,table 97 providers,hosting 300 provinces 332 PSpell 300 publickeyinfrastructure 307 publickeys 307

Q
QBWC 356 quantitytoship 133 questionmarks 41 questionsandcomments 235 QuickBooks 356 QuickBooksWebConnector(QBWC) 356

R
radiobuttons 100, 104 randompassword 351 ReallySimpleSyndication 228 reasons,return 376 records,customer,searching 175 redo 74 registeredcustomers 161, 163 relatedproductselection 198 relatedproducts 198 remembermydetails 39 remoteconnectionsupport 300 removelink 83 removetextformatting 77 removingpanels 67

406 INDEX
removingstoredata 292 replaceandfind 75 report,inventory 273 reports 295 requests,return 152 requiredfields 42 resetproperties 90, 93 resettingproperties 95 resizingimages 108 resizingtables 96, 109 responsibilities,legal 39 resultsperpage 42 returninstructions 376 returnnotifications 376 returnreasons 376 returnrequestalertemails 376 returnrequests 152 returnrequests,enablingordisabling 376 returnrequests,managing 124 returnrequests,searching 153 returns 375 returnsandstorecredit 376 revenue 270 revenuepercustomer 274, 276 reviewsettings 305, 318 reviews 186 reviews,editing 223 reviews,product 185 RGB 78 rightalignment 76 rightclicktables 109 rowspan 99 rows 96 rows,insertinganddeleting 99, 110 RSS 228, 234 RSSsettings 306 rules,discount 207 salesstaffpermissions 115 sameframe 83 satellite 266 savingchanges 64, 65 scheduledjobs 308 scripts 100 searchengineoptimization 203 searchkeywords 278 searchsettings 305 searchstatistics 259 searchstatistics,viewing 277 searchtermcorrections 279 searchtermstatisticsoverview 277 searchterms 277 searches,successful 278 searches,unsuccessful 278 secureorderingsystem 306 SecureSocketsLayer 306 securewebpages 305, 306, 312 securitycertificates 306, 307 selectingrelatedproducts 198 SEO 203 separator,thousands 305, 316 serverconfiguration 43 serverinformation 299 serverinformation,advanced 301 serversoftware 300 settingupaddons 281 settings 43 settings,backups 287 settings,useraccount 116 severitylabels,log 295 shipitems 133 shipmentlist 124 shipmentlistrecord 125 shipmentnumbers 124 shipmenttrackingnumber 123 shipments 123 shipments,creating 124, 133, 134 shipments,exporting 151 shipments,managing 124 shipments,searching 148 shipments,viewing 147 shippedorders 124 shippingaddresses,multiple 351 shippingcomments 133 shippinginformation 123 shippingmethodhandlingfee 334 shippingmethods 126, 133

S
safemode 300 salesmanagerpermissions 115 salesmarkers 266 salesperformance 270

INDEX 407
shippingmethods,adding 334 shippingnumbers 155 shippingorders 126 shippingquotemessages 295 shippingsettings 329 shippingzonemethods 331 shippingzonesettings 331 shippingzone,enable 333 shippingzones 330 shippingzones,adding 331 shipping,free 333 showhandlingfees 334 similarproducts 198 simplemode 74, 111 SingleObjectAccessProtocol(SOAP) 356 singlepageexpresscheckout 351 size,text 77 SKU 185 SMS 365 SMSnotification 367, 368 SMSGlobal 368 snapshot,store 262 snippets 70, 71 SOAP 356 software,server 300 sortinglists 42 sourcewindow 74 spacing 96 span,column 99 span,row 99 specifyingcriteria 49 spellchecker 300 spellcheck 76 SSL 305, 306, 312 staffactionlogs 295 staffactionlogs,viewing 297 staffactionsettings 306, 325 staffnotes 123, 126 staffnotes,viewing 167 starrating 185 state(store) 330 states 332 statisticalpiecharts 261 statistics 259 statistics,deleting 262 statusmodification 123 statusupdate 126 status,order 123 stocklevel 199, 270 stocklevel,current 199 stocklevel,low 185, 199 stocklevels 199 stockmanagement 123, 185 stocktracking 351 StockKeepingUnit(SKU) 185 store(country) 329 storeaccounts 161 storeaddress 305, 312 storeapplications,other 291 storebackupsettings 306, 323 storebackups 287 storecontent 63 storecreditandproductreturns 376 storedata,deleting 292 storedesign 53, 57 storedesign,custom 56 storedesign,editing 55 storedesigns,downloading 57 storedisplay 56 storeeditor 56, 63, 69 storeeditortools 70 storeelements 63 storeexport 292 storeexportformats 291 storeexportwarning 293 storefileediting 56 storeimport 291 storeimportformats 291 storelayout 63 storelayout,editing 65 storelocation 329 storelogsettings 306, 325 storelogoconfiguration 57 storelogs 295 storename 305, 312 storenewslettersettings 306, 327 storenewsletters 383 storenotifications 48 storepasswords 161 storesettings 305 storesnapshot 262 storestatistics 259, 262 storestocklevels 199 storeupdate 56 storeversion 56 storewebpagelinks 81 store,importingandexporting 291 store,view 63

408 INDEX
storewidediscount 175 streetmap 266 style 83, 90, 97 stylesheet 71 stylesheets 69 subcategories 185 subcategories 198 submissionmethod,form 101 subpages 227 subscribers,emailnewsletter 253 subscript 77 successlabel 295 successnotice 43 superscript 77 support 3 supportedimagetypes 86 supportingfiles 70, 71 symmetriccryptography 307 syndicatedcontent 234 syndication 228 syndicationsettings 306 syntax 71 systemadministratorpermissions 115 systeminformation 299 systeminformation,advanced 301 systemlog 296 systemlogsettings 306, 325 systemlogs 295 system,operating 300 systemssettings 43 tables,editing 96 tables,inserting 96 tables,resizing 96, 109 tables,rightclick 109 tabs 73, 74, 111 tagcloudsettings 305 tags,product 204 targetwindow 83 telephoneorders 162 templatefiles 70, 71 templatelayoutfile 204 templatestyles 86 template,customizing 206 templates 43 templates,custom 211, 237 terms,search 277, 279 text 74, 201 textarea,inserting 102 textcontainers 109 textediting 66 texteditor 73 textfields,inserting 102 textformatting 77 textlogos 57 textmessagenotification 367, 368 textmessages 365 textmodification 63 textstyes 53 text,composingandediting 107 text,highlighted 66, 76 themes,giftcertificate 359 thirdpartylivechatservices 373 thirdpartypaymentmethods 351, 352 thousandsseparator 305, 316 thumbnailimagesettings,inmanagement interface 306 thumbnailsettings 305, 318 timeanddatesettings 305, 316 timeanddate,action 295 tips 41, 48 title 227, 229 title,image 90 TLS 305, 306, 312 toggleeditor 71 togglethumbnails 85 toolbar 41, 42, 43 tools 43, 70 tools,additional 281 tools,design 73, 74

T
tablebackgroundcolor 97 tableborders 97 tablefunctions 77, 96 tableheight 97 tableproperties,modifying 97 tablesize 109 tablewidth 96 tables 96 tables,addinganddeletingrowsand columns 110 tables,aligning 97

INDEX 409
tools,navigation 42 tooltips 41 top20customers 263 trackinventory 199 trackingcode,conversion 363, 364 trackingmethod 199 trackingnumber 123, 126 trackingnumberimport 124 trackingnumber,matching 157 trackingnumbers 124, 125 trackingnumbers,importing 155, 157 trackingnumbers,overriding 157 tracking,inventory 199, 351 TransportLayerSecurity 306 troubleshooting 391 typelimitations 162 typesofproduct 208 types,product 184 username 39

V
valueofgiftcertificates 357 variables,AdWords 256 variationsets 184 variationsets,multiple 184 variations,multiple 184 variations,product 184, 199, 212 variations,product,addingandediting 213 variations,selecting 200 version 48 version,GD 300 version,MySQL 300 version,PHP 300 version,product 300 verticalalignment 98 verticalcolumns 96 verticalspace 88, 93 viewpreview 87 viewstore 63 view,create 49 viewingaddons 281 viewingcustomerstatistics 274 viewingproductreviews 222 viewingsearchstatistics 277 views 49 visitorinformation 361 visitors 267

U
unavailableproducts 163 underline 76 undo 74 unitidentificationsystem 185 unitsofmeasurement 305, 316 unorderedlist 76 updatestore 56 updatinginventory 351 uploadfilefield 202 uploadfiles 84 uploadimages 87 uploadlogofile 57 uploadingdownloadablefiles 196 uploadingfiles 82, 84 URL 83 USPostalService 124 useraccountsettings 116 useraccounts 43, 115 useraccounts,creatingandediting 115 useraccounts,deleting 121 useraccounts,managing 115 useractions 295 userprivileges 115

W
warninglabels 295 warranty 203, 204 wavePCMsoundfile 94 webpageediting 73 webpagelinks 81 webpagesecurity 306 webpages,restrictingaccess 172

410 INDEX
webpages,secure 305, 312 websitecontent 227 websitelinkpage 233 websitepage,contactform 235 websitepage,RSS 234 websitepages 227 websitepages,creatingandediting 231 websitepages,custom 237 websitepages,standard 231 websitepages,viewingandmanaging 230 websitesettings 305, 312 wholepage,opening 83 width,cell 98 width,image 87 width,table 96 wildcards 310 windowtype 83 window,editing 74, 107 windowedmode 74 Windowsmediaaudio 94 Windowsmediavideo 94 wishlistsettings 305, 318 Word 74 workspace 41 worstperformingkeywords 279 wrappingoptions,addingandediting 380 wrapping,gift 203, 205, 379 WYSIWYGeditor 73, 74, 231 zonesettings 331 zones,shipping 330 zoom,maps 266

X
XCart 291 XMLAPI 115

Z
ZenCart 291 ZIPcode(store) 330 ZIPcodes 333 zonemethods 331, 334