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InterspireShoppingCartUserGuide PDF
InterspireShoppingCartUserGuide PDF
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
ViewingandManagingProductCategories ...................................................208
AddingandEditingProductCategories.........................................................209
CustomCategoryTemplates............................................................................... 211
10
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
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
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
ImportingandExportingStores .....................................................291
StoreImportandExportOverview ................................................................ 291
ImportingaStore .......................................................................................... 291
11
12
TABLEOFCONTENTS
ExportingaStore .......................................................................................... 292
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
TABLEOFCONTENTS 13
ConfiguringTaxSettings ............................................................................... 339
ManagingCurrencySettings ..........................................................343
ConfiguringSupportedCurrencies ................................................................ 343
AddingorEditingaCurrency ..............................................................................344
ManagingGiftCertificateSettings..................................................357
GiftCertificateOverview ................................................................................357
ConfiguringGiftCertificateSettings.............................................................. 358
ManagingAnalyticsSettings..........................................................361
ConfiguringGeneralAnalyticsSettings ......................................................... 361
ManagingAffiliateSettings ...........................................................363
ConfiguringAffiliateSettings ........................................................................ 363
ManagingNotificationSettings......................................................365
ConfiguringGeneralNotificationSettings ..................................................... 365
ConfiguringEmailNotificationSettings ........................................................ 366
ConfiguringMSNMessengerSettings ........................................................... 366
ConfiguringSMSTextMessageSettings ....................................................... 367
ManagingReturnsSettings............................................................375
14
TABLEOFCONTENTS
ConfiguringReturnsSettings ......................................................................... 375
15
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
16
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
18
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
20
LISTOFFIGURES
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
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
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.
tosortthelistinascendingorder,orclick
tosortthelistindescendingorder.
NavigatingLists
Inpageswithnumerouslistentries,navigationtoolsdisplay.
Figure 7 NavigatingLists
Table 1 NavigatingLists
Resultsperpage
Selectthenumberoflistentriestodisplayineachpage.
<<
Clickthistogotothefirstpageinthelist.
Back
Clickthistomovebackwardonepageinthelist.
1,2,3,...
Clickthistogotothenumberedpageinthelist.
Next
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
ClickthistologoutofInterspireShoppingCart.Youwillneedyouruser
nameandpasswordtologbackin.
ViewStore
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).
Customers
Clickthistoseeamenuthatallowsyoutoviewandaddcustomerdetails,
andtocreatecustomergroups.Youcanalsosearchcustomerdetailsand
importmultiplecustomersdetailsfromafileonyourcomputer(oronthe
InterspireShoppingCartserver).
Note:Customergroupsallowyoutogivediscountstocertaingroupsof
people.
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
Thissectiondisplaysalistoftasksthatyoucantaketostartworkingwith
InterspireShoppingCartquicklyandeasily.Startingatthetopofthelist,
clickthelinksandfollowtheinstructions.
Ifthisscreendoesnotdisplay,clickSwitchtogettingstartedlinks.
Iwouldliketo
ThissectiondisplayslinkstosomecommonInterspireShoppingCart
tasks.
Ifthissectiondoesnotdisplay,clickSwitchtoquicklinks.
Importantstore
notifications
Thissectiondisplaysinformationaboutrecentactivityinyourstore,such
asordersandsubmittedreviews.
Version
ThissectiondisplaystheversionnumberoftheInterspireShoppingCart
softwareyouareusing,andletsyouknowifamorerecentversionis
available.
Popularhelparticles
Thissectiondisplayslinkstosomeusefularticlesansweringcommon
questionsaboutInterspireShoppingCart.
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.
58
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.
60
STOREDESIGN
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
Thisemailissentwhenacustomerregistersatyourstore.
general_email
Thisatemplatefornonspecificemails.
giftcertificate_email
Thisemailissenttotherecipientofagiftcertificatepurchasedfromyour
store.
invoice_email
Thisemailissenttocustomerswhentheymakeapurchasefromyour
store.
low_inventory_email
Thisemailissenttoyouwhenaproductsinventoryreachesitslowlevel
warninglevel.
order_status_email
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.
62
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.
64
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
66
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.
68
USINGDESIGNMODE
69
UsingtheStoreEditor
ThestoreeditorallowsyoutoedittheHTMLofyourstoreselements.
Toopenthestoreeditor,accessdesignmode(seeUsingDesignModeonpage63).Right
clickoverapageelementandselectEditpanel,EditlayoutorEditstylesheetfromthe
menuthatdisplays.Thestoreeditordisplaysinanewwindow.
Note:Thecodethatdisplaysinthestoreeditordependsonthepageyouareediting,and
theoptionyouchoseinthemenu.
StoreEditorOverview
Thestoreeditoriscomprisedoffourparts:
Figure 43 TheStoreEditor
70
USINGTHESTOREEDITOR
ForinformationontheTools,seepage70.
ForinformationontheSupportingFiles,seepage70.
ForinformationontheTemplateFiles,seepage71.
ForinformationontheCode,seepage71.
Tools
Usethestoreeditortoolstosaveyourchangestoafile,closethestoreeditor,quicklyaccess
recentlyopenedfiles,andswitchcodelinenumberingandcodehighlightingonoroff.
Figure 44 StoreEditorTools
Save
Clickthistosavethechangesyoumadetothefileyouarecurrently
editing.
Whenthefileissuccessfullysaved,aconfirmationmessagedisplays.
Figure 45 FileSuccessfullyUpdated
Cancel
Clickthistoclosethestoreeditorwithoutsavingthechangesyoumadeto
thefileyouarecurrentlyediting.
Close&update
Clickthistoclosethestoreeditorandreloadyourstore.
Toggleeditor
Clickthistodisplayorhidecodelinenumberingandsyntaxhighlighting.
Recentfiles
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.
Undo
Clickthistoundothelastchangeyoumadetothedocument.
Redo
Clickthistorepeatthelastchangeyoumadetothe
document.
Paste
Clickthistoplacethecontentsoftheclipboardintothe
documentattheinsertionpoint.
Ifyouwanttopasteanimageorformattedtext,select
Paste.
Ifyouwanttopastetext,whileremovingtextformatting,
selectPasteasPlainText.
IfthecontentsoftheclipboardweretakenfromMicrosoft
Word,selectthePastefromMSWordoption.This
removesformattingtags.
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.
76
THEHTMLEDITOR
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
Clickthistoboldtheselectedtextor,ifthetextisalready
bolded,toremovebolding.
Underline
Clickthistounderlinetheselectedtextor,ifthetextisalready
underlined,toremovetheline.
Italic
Clickthistoitalicisetheselectedtextor,ifthetextisalready
italic,toremovetheitalics.
Insertorderedlist
Clickthistoinsertanumberedlist.Ifyouselectparagraphs
alreadyinthedocumentandclickthis,thetextisconvertedto
anumberedlist.
Insertunorderedlist
Clickthistoinsertabulletedlist.Ifyouselectparagraphs
alreadyinthedocumentandclickthis,thetextisconvertedto
abulletedlist.
Alignleft
Selecttextinthedocumentandthenclickthistoalignthetext
totheleftsideofitstextbox.
Aligncenter
Selecttextinthedocumentandthenclickthistoalignthetext
tothecenterofitstextbox.
Alignright
Selecttextinthedocumentandthenclickthistoalignthetext
totherightsideofitstextbox.
THEHTMLEDITOR 77
Table 8 HTMLDesignTools(continued)
Justify
Selecttextinthedocumentandthenclickthistoalignthetext
toboththeleftandrightsidesofitstextbox.
Help
ClickthistoseeonlinehelpfortheHTMLeditorfromthe
InterspireShoppingCartknowledgebase.
Removetext
formatting
Selecttextandclickthistoreturnthetexttoitsdefaultstate.
Increaseindent
Selecttextandclickthistoincreasethespacebetweenthe
textandtheleftsideofitstextbox.
Decreaseindent
Selecttextandclickthistodecreasethespacebetweenthe
textandtheleftsideofitstextbox.
Subscript
Selecttextandclickthistoreducethetextinsizeanddropit
belowtheregularlevel.
Superscript
Selecttextandclickthistoreducethetextinsizeandraiseit
abovetheregularlevel.
Insertlink
Selecttext,thenclickthistoturnthetextintoahyperlink.The
Linkscreendisplays.
SeeCreatingandEditingHyperlinksonpage82formore
information.
Createemaillink
Selecttext,thenclickthistoturnthetextintoalinkthata
customercanclicktosendanemailtotheaddressthatyou
specify.
SeeCreatingandEditingEmailLinksonpage85formore
information.
Insert/modifyanchor Clickthistoinsertananchorattheinsertionpoint.
Selectanexistinganchorandclickthistoedittheanchors
name.
Awindowdisplays.EnterthenewAnchorNameandclickOK.
Tablefunctions
Clickthistoseeamenuthatallowsyoutocreateandmodify
HTMLtables.
SeeCreatingandEditingTablesonpage96formore
information.
Formfunctions
Clickthistoseeamenuthatallowsyoutocreateandmodify
HTMLforms.
SeeInsertingandEditingFormsonpage100formore
information.
Fontname
Selectthefontfamilythatyouwanttousefortheselected
text.Ifnotextisselected,thechangeaffectstheentire
paragraph.
Fontsize
Selectthefontsizethatyouwanttousefortheselectedtext.
Ifnotextisselected,thechangeaffectstheentireparagraph.
Format
Selecttheheadingstylethatyouwanttousefortheselected
text.Ifnotextisselected,thechangeaffectstheentire
paragraph.
Fontcolor
Selecttextandclickthistoassignthecolorthatdisplaystothe
text.
Toviewacolorpicker,clickthetriangulariconnexttothe
button.Clickacolortoassignthecolortothetext.
Ifyouwanttouseacolorthatdoesnotdisplayinthelist,click
MoreColors.Anadvancedcolorpickerdisplays.Selectthe
coloryouwanttouse,enteritsRGB(Red,Green,Blue)values,
orenteritshexvalue,andclickOK.
78
THEHTMLEDITOR
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.
Inserthorizontalline
Clickthistoaddahorizontallineattheinsertionpoint.Ifthe
insertionpointisinaparagraph,theparagraphissplitinto
two.
Insertcharacter
Clickthistoinsertanonstandardcharacter.Selectthe
characterthatyouwanttoinsertinthewindowthatdisplays.
Linktostore
Clickthistoinsertalinktoaproduct,category,brandorpage
fromyourstore.SeeUploadingFilestotheInterspire
ShoppingCartServeronpage84formoreinformation.
Insertormodifyan
image
Clickthistouploadanimage,flashanimationorothermedia
filetotheInterspireShoppingCartserverandinsertitatthe
insertionpoint.
Selectanexistingimagetoedititsproperties.
SeeInsertingandEditingImagesonpage86formore
information.
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.
80
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.
82
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.
Style
Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethelink
displayusingtheselectedstyle.
Insertlink
Onceyouhavesetupyourhyperlink,clickthistoplacethelinkinyour
document.
Removelink
Ifyouareeditingahyperlink,clickthistoremovethelink.Theplaintext
remainsinyourdocument.
Cancel
ClickthistoclosetheLinkscreenwithoutsavinganychanges.
Ifyouwanttospecifythetypeofwindowinwhichthelinkopens,selectanoptioninthe
TargetWindowfield.TheHTMLcodedisplaysinthefieldtotheleft.
Table 10 TheLinkScreen:TargetWindowOptions
None
NoHTML
Selectthisifyoudonotwanttospecifythetypeofwindowin
whichthelinkopens.
Sameframe
_self
Selectthistohavethelinkopeninthesamewindowasthe
originalHTMLcontent.IftheoriginalHTMLcontentuses
frames,thenewfileopensinthesameframeasthelink.
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Table 10 TheLinkScreen:TargetWindowOptions
Wholepage
_top
Selectthistohavethelinkopeninthewholepageofthe
originalHTMLcontent.IftheoriginalHTMLcontentuses
frames,thenewfileremovestheframes.
Newwindow
_blank
Selectthistohavethelinkopeninanewbrowserwindow.
Parentframe
_parent
Selectthistohavethelinkopenintheparentframeset.Use
thisoptionwhentheoriginalHTMLcontentusesmultiple
framesets.
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.
Browse
Clickthistolocateafileyouwanttouploadtothe
InterspireShoppingCartserver.
AFileUploadwindowdisplays.Locatethefileandclick
Open.Then,clickGotouploadthefile.
Go
Onceyouhaveselectedafiletoupload(thefilepath
displaysintheUploadFilefield)clickthistouploadthe
file.
Uploadmorefiles
Clickthistoseetwomorefieldswhereyoucanupload
morefiles.ClickeachfieldsBrowsebuttontoselectthe
fileyouwanttoupload.
Newfolder
Clickthistocreateanewfolderforuploadedfilesonthe
InterspireShoppingCartserver.Thecurrentdirectory
pathdisplaysabovethelist.
Awindowdisplaysinwhichyoucannamethenewfolder.
EnterthenewnameandclickOK.
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).
Load
EnteranimagesURLintheExternalimagefieldandclickthistodisplay
theimageintheimagefieldbelow.
Viewpreviewinnew
window(
)
ThisicondisplaysonceyouhaveselectedanimagefromtheInterspire
ShoppingCartserver,orenteredaURLintheExternalimagefieldand
clickedLoad.
Clickthisicontoopenanewbrowserwindow,displayingtheselected
imageatfullsize.
Alttext
Enterthetextthatdisplaysiftheimageisunavailable(forexample,ifthe
serverisoffline).
Border
Specifythewidthoftheborderaroundtheimage.Enter0 ifyoudonot
wantaborderaroundtheimage.
Note:Tochangethebordercolor,inserttheimageandthenusetheFont
colortool( )toselectthenewbordercolor.
Width
Specifythewidthoftheimageinpixels.
Note:Thisfieldisconfiguredautomaticallywhenyouselectorloadan
image;youdonotneedtochangeitifyoudonotwanttoresizethe
image.
88
THEHTMLEDITOR
Table 12 ImagesScreen:Images(continued)
Height
Specifytheheightoftheimageinpixels.
Note:Thisfieldisconfiguredautomaticallywhenyouselectorloadan
image;youdonotneedtochangeitifyoudonotwanttoresizethe
image.
Horizspace
Entertheamountofemptyspacetoleftandrightoftheimageinpixels.
Vertspace
Entertheamountofemptyspaceaboveandbelowtheimageinpixels.
THEHTMLEDITOR 89
Table 12 ImagesScreen:Images(continued)
IM
AG
E
Selectwheretheimageshoulddisplayinrelationtotheparagraphoftext
inwhichitisplaced.BearinmindthatnotallHTMLviewersdisplay
alignedimagesinexactlythesameway.
Baseline:thisalignstheimagewiththebaselineofthetext.
IM
AG
E
Top:alignstheimagewiththetopofthetallestpossiblelettersintheline
oftext(eveniftherearenotallletters).
war games
IM
AG
E
Middle:inmostbrowsers,thisalignsthebaselineofthelineoftextwith
themiddleoftheimage.
IM
AG
E
However,insomebrowsersthisalignsthemiddleofthetextwiththe
middleoftheimage(likeABSmiddle).
IM
AG
E
Bottom:thisbehavesthesameasBaseline.
Insomeolderbrowsers,bottomreferredtotheabsolutebottomofthe
text(includingletterswithtails,suchasgandy).
TextTop:thisisverysimilartoTop.Thisalignstheimagewiththetallest
actuallettersinthelineoftext.
IM
AG
E
war games
IM
AG
E
ABSmiddle:thisalignsthemiddleofthetextwiththemiddleofthe
image.
IM
AG
E
ABSbottom:thisalignsthebottomoftheimagewiththeabsolute
bottomofthetext,includingletterswithtails,suchasgandy.
Left:thisplacestheimageattheleftmargin.Textflowsaroundthe
image.
AG
E
IM
Right:thisplacestheimageattherightmargin.Textflowsaroundthe
image.
AG
E
Align
90
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Table 12 ImagesScreen:Images(continued)
Style
Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethe
imagedisplayusingtheselectedstyle.
Title
Enteratitlefortheimage.InmostHTMLviewers,thisdisplayswhenthe
customerplacesthemousepointerovertheimage.
Note:Ifyouwantnothingtodisplaywhenthecustomerplacesthemouse
pointerovertheimage,leavethisblank.
Resetproperties
Clickthistoreturntheimagepropertiestotheirdefaultvalues.
TheimagesWidthandHeightreturntotheirfullsizevalues.
Anyinformationinthefollowingfieldsisdeleted:Alttext,Border,Horiz
space,Vertspace,Align,StyleandTitle.
Editimage
ClickthistoopentheimageinanewwindowandedititusingtheSnipshot
onlineimageeditingtool.
Atthetimeofwriting,thistoolallowsyouto:
Resizetheimage.
Croptheimage.
Enhancetheimage.
Adjusttheimagesaspectratio,tilt(horizontalangle),exposure,
contrast,saturation,hueandsharpness.
Rotatetheimage.
Turnacolorimagetogreyscale.
Seewww.snipshot.comformoreinformation.
Note:Thisfielddisplaysonlywhenyouareinsertinganewimage.
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)
FL
AS
H
Selectwheretheflashanimationshoulddisplayinrelationtothe
paragraphoftextinwhichitisplaced.BearinmindthatnotallHTML
viewersdisplayalignedflashinexactlythesameway.
Baseline:thisalignstheanimationwiththebaselineofthetext.
FL
AS
H
Top:alignstheanimationwiththetopofthetallestpossiblelettersinthe
lineoftext(eveniftherearenotallletters).
war games
FL
AS
H
Middle:inmostbrowsers,thisalignsthebaselineofthelineoftextwith
themiddleoftheanimation.
SW
However,insomebrowsersthisalignsthemiddleofthetextwiththe
middleoftheanimation(likeABSmiddle).
SW
F
Bottom:thisbehavesthesameasBaseline.
Insomeolderbrowsers,bottomreferredtotheabsolutebottomofthe
text(includingletterswithtails,suchasgandy).
TextTop:thisisverysimilartoTop.Thisalignstheanimationwiththe
tallestactuallettersinthelineoftext.
SW
war games
sw
f
ABSmiddle:thisalignsthemiddleofthetextwiththemiddleofthe
animation.
SW
ABSbottom:thisalignsthebottomoftheanimationwiththeabsolute
bottomofthetext,includingletterswithtails,suchasgandy.
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.
SW
F
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
Align
THEHTMLEDITOR 93
Table 13 ImagesScreen:Flash(continued)
Flashwidth
Specifythehorizontaldimensionoftheanimationcontainer.
Note:Thisfieldisconfiguredautomaticallywhenyouselectorloadan
image;youdonotneedtochangeitifyoudonotwanttoresizethe
image.
Flashheight
Specifytheverticaldimensionoftheanimationcontainer.
Note:Thisfieldisconfiguredautomaticallywhenyouselectorloadan
image;youdonotneedtochangeitifyoudonotwanttoresizethe
image.
Horizspacing
Entertheamountofemptyspacetoleftandrightoftheanimationin
pixels.
Vertspacing
Entertheamountofemptyspaceaboveandbelowtheanimationin
pixels.
Quality
Selecttheimagequalityfortheflashanimation.
Scale
Thisdefineshowtheanimationdisplaysintheanimationcontainer
specifiedbytheFlashwidthandFlashheightfields.
SelectShowalltomaketheentireanimationvisible,maintainingthe
animationsaspectratioandpreventingdistortion.Bordersofthe
backgroundcolormayappearontwosidesoftheanimation.
SelectNobordertomaketheentireanimationvisible,maintainingthe
animationsaspectratioandpreventingdistortion.Portionsofthe
animationmaybecropped.
SelectExactfittohavetheanimationentirelyfillthespecifiedarea.
However,theaspectratiooftheSWFfileisnotmaintainedand
distortionmayoccur.
Wmode
Thisdefinestheanimationswindowmode.
SelectWindowtohavetheanimationplayinitsownrectangular
windowonthepage.
SelectOpaquetohavetheanimationhidethewebpagebehindit.
SelectTransparenttohavethebackgroundoftheHTMLpageshow
throughtransparentareasoftheanimation.
Note:IfyouselectTransparent,animationperformancemaybeadversely
affected.
Resetproperties
Clickthistoreturntheimagepropertiestotheirdefaultvalues.
TheimagesWidthandHeightreturntotheirfullsizevalues.
Anyinformationinthefollowingfieldsisdeleted:Alttext,Border,Horiz
space,Vertspace,Align,StyleandTitle.
InsertFlash
ClickthistoinserttheanimationintoyourHTMLdocumentationand
returntotheHTMLeditor.
ModifyFlash
ClickthistosaveyourchangestotheanimationandreturntotheHTML
editor.
Note:Thisfielddisplaysonlywhenyouareeditinganexistinganimationin
yourdocument.
Cancel
ClickthistoclosethiswindowandreturntotheHTMLeditorwithout
savingyourchanges.
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THEHTMLEDITOR
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
SelectthistobeginplayingthemediafileassoonastheHTMLdocument
loads.
ShowControls
Selectthistoshowthemediafilestransportcontrols.
ShowStatusBar
Selectthistoshowthemediafilesstatusbar.
Resetproperties
Clickthistoreturnthemediafilepropertiestotheirdefaultvalues.
Insertmedia
Clickthistoplacethemediafileintoyourdocumentattheinsertionpoint.
Note:Thisfielddisplaysonlywhenyouareinsertinganewimage.
96
THEHTMLEDITOR
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.
)andselectInserttable.The
Figure 64 InsertTable
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.
Takethefollowingstepstochangethepropertiesofacellinanexistingtableina
document:
1 IntheHTMLeditor,clickinsidethecellyouwanttomodify.
Note:InterspireShoppingCartsupportsthemodificationofonecellatatime.
2 ClicktheTablefunctionsbutton(
cellpropertiesscreendisplays.
)andselectModifycellproperties.TheModify
Figure 66 ModifyingCellProperties
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)
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
Thisdisplaysthenameyouassigntotheuser.
Name
Thisdisplaystheusersrealname(firstname,thenlast).
Thisdisplaystheusersemailaddress.
Status
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
Entertheusernameyouwanttoassigntotheuser.
Password
Enterthepasswordyouwanttoassigntotheuser.
Password(confirm)
Reenterthepasswordyouwanttoassigntotheuser.
Enterthisusersemailaddress.
118 CREATINGANDMANAGINGUSERACCOUNTS
Table 16 ConfiguringUserAccountSettings(continued)
FirstName
Enterthisusersfirstname.
LastName
Enterthisuserssurname.
Status
SelectActiveifyouwantthisusertobeabletosignintoInterspire
ShoppingCart.
SelectInactiveifyoudonotwantthisusertobeabletosigninto
InterspireShoppingCart.
Userrole
Selectthetypeofuseryouwanttocreate.
Note:Bydefault,eachtypeofuserhasalltheprivilegesavailableinthe
relevantsectionofthisscreen,aswellasalllessprivilegesuser
types.Youcanthenfinetunetheusersprivilegesbyselectingand
deselectingindividualoptions.
SelectSalesstafftoselecttheboxesintheSalesstaffpermissions
list.
SelectSalesmanagertoselecttheboxesintheSalesstaff
permissionslistandtheSalesmanagerpermissionslist.
SelectStoreadministratortoselecttheboxesintheSalesstaff
permissionslist,theSalesmanagerpermissionslistandtheSystem
adminpermissionslist.
SelectCustomtodeselectalloptionsinthisscreen.
Salesstaffpermissions
Manageorders
Selectthistoallowtheusertovieworderstatussettings.
Editorders
Selectthistoallowtheusertomakechangestocustomersorders.
Addorders
Selectthistoallowtheusertoaddorderstoyourstoresorderlist.
Managereturns
Selectthistoallowtheusertoviewproductreturnstatussettings.
Manage
customers
Selectthistoallowtheusertoviewcustomersettings.
Editcustomers
Selectthistoallowtheusertoeditcustomersdetails.
Productreviews
Selectthistoallowtheusertochangeproductreviewsettings.
Editreviews
Selectthistoallowtheusertomakechangestocustomersproduct
reviews.
Deletereviews
Selectthistoallowtheusertoremovecustomersproductreviews.
Approveselected
Selectthistoallowtheusertoapprovecustomersproductreviewsfor
inclusioninyourstore.
Managecoupons
Selectthistoallowtheusertoviewyourstorespromotionalcoupons.
Editcoupons
Selectthistoallowtheusertochangethedetailsofyourstores
promotionalcouponsettings.
Addcoupons
Selectthistoallowtheusertocreatenewpromotionalcoupons.
Deletecoupons
Selectthistoallowtheusertoremovepromotionalcouponsfromyour
store.
Managepages
Selectthistoallowtheusertomakeviewyourstoreswebsitepage
settings.
Createpages
Selectthistoallowtheusertoaddnewwebsitepagestoyourstore.
Editpages
Selectthistoallowtheusertomakechangestoyourstoreswebsite
pages.
CREATINGANDMANAGINGUSERACCOUNTS 119
Table 16 ConfiguringUserAccountSettings(continued)
Deletepages
Selectthistoallowtheusertoremovewebsitepagesfromyourstore.
Managebanners
Selectthistoallowtheusertoviewyourstoreswebpromotionalbanner
settings.
Managegift
certificates
Selectthistoallowtheusertoviewsettingsrelatingtothegiftcertificates
youprovidetocustomers.
Salesmanagerpermissions
Manageproducts
Selectthistoallowtheusertoviewyourstoresproductsettings.
Createproducts
Selectthistoallowtheusertoaddnewproductstoyourstore.
Editproducts
Selectthistoallowtheusertomakechangestoyourstoresproduct
details.
Deleteproducts
Selectthistoallowtheusertoremoveproductsfromyourstore.
Exportproducts
Selectthistoallowtheusertoexportalistofyourstoresproductstoa
file.
Productvariations Selectthistoallowtheusertocreatenewproductvariations.
Managing
categories
Selectthistoallowtheusertoviewyourstoresproductcategorysettings.
Createcategories
Selectthistoallowtheusertocreatenewproductcategories.
Editcategories
Selectthistoallowtheusertomakechangestoyourstoresproduct
categories.
Deletecategories
Selectthistoallowtheusertodeleteproductcategoriesfromyourstore.
Exportorders
Selectthistoallowtheusertoexportalistofyourorderstoafile.
Deleteorders
SelectthistoallowtheusertodeleteordersfromInterspireShopping
Cart.
Ordermessages
Selectthistoallowtheusertosendordermessagestocustomersfrom
yourstore.
Addcustomers
Selectthistoallowtheusertoaddacustomerrecordtoyourstores
database.
Deletecustomers
Selectthistoallowtheusertoremoveacustomerrecordfromyourstores
database.
Exportcustomers
Selectthistoallowtheusertoexportalistofcustomerrecordstoafile.
Managenews
Selectthistoallowtheusertoviewyourstoresnewsitemsettings.
Addanewsitem
Selectthistoallowtheusertocreatenewsitemsforyourstore.
Editnews
Selectthistoallowtheusertomodifyexistingnewsitems.
Approvenews
Selectthistoallowtheusertopermitnewsitemstobeaddedtoyour
storesfrontpage.
Deletenews
Selectthistoallowtheusertoremovenewsitemsfromyourstore.
Googleproducts
feed
Selectthistoallowtheusertomanagethefileofyourstoresproducts
thatyouexportfromInterspireShoppingCartandsubmittoGoogle.
Managebrands
Selectthistoallowtheusertoviewyourstoresproductbrandsettings.
Addbrands
Selectthistoallowtheusertocreatenewproductbrandsinyourstore.
Editbrands
Selectthistoallowtheusertomodifyyourstoresproductbrands.
Deletebrands
Selectthistoallowtheusertoremoveproductbrandsfromyourstore.
120 CREATINGANDMANAGINGUSERACCOUNTS
Table 16 ConfiguringUserAccountSettings(continued)
Exportsubscribers Selectthistoallowtheusertoexportalistofyouremailsubscribers.
Viewstatistics:
storeoverview
SelectthistoallowtheusertoseethestatisticsintheStatistics>Store
overviewscreen.
Viewstatistics;
productstatistics
SelectthistoallowtheusertoseethestatisticsintheStatistics>Product
statisticsscreen.
Viewstatistics;
orderstatistics
SelectthistoallowtheusertoseethestatisticsintheStatistics>Order
statisticsscreen.
Viewstatistics;
SelectthistoallowtheusertoseethestatisticsintheStatistics>
customerstatistics Customerstatisticsscreen.
Viewstatistics;
searchstatistics
SelectthistoallowtheusertoseethestatisticsintheStatistics>Search
statisticsscreen.
Systemadminpermissions
Manageusers
Selectthistoallowtheusertoviewuseraccountsettings.
Addusers
Selectthistoallowtheusertoadduseraccountstoyourstore.
Editusers
Selectthistoallowtheusertomodifyuseraccountsettings.
Deleteusers
Selectthistoallowtheusertoremoveuseraccountsfromyourstore.
Managevendors
Selectthistoallowtheusertoviewvendorsettings.
Addvendors
SelectthistoallowtheusertoaddvendorrecordstoInterspireShopping
Cart.
Editvendors
Selectthistoallowtheusertomodifyvendorrecords.
Deletevendors
SelectthistoallowtheusertoremovevendorrecordsfromInterspire
ShoppingCart.
Managesettings
SelectthistoallowtheusertoviewInterspireShoppingCartsettings.
Importproducts
Selectthistoallowtheusertoimportalistofproductsfromafile.
Importcustomers
Selectthistoallowtheusertoimportalistofcustomersfromafile.
Importtracking
numbers
Selectthistoallowtheusertoimportmultipletrackingnumbersfroma
file.
Backups
Selectthistoallowtheusertocreatestorebackups.
Storeimporter
Selectthistoallowtheusertoimportastorefromanotherwebcommerce
application.
Storeexporter
Selectthistoallowtheusertoexportastoreinaformatcompatiblewith
anotherwebcommerceapplication.
Yourstoredesign
Selectthistoallowtheusertomakechangestoyourstoresdesign
settings.
Designmode
Selectthistoallowtheusertomakechangestoyourstoreusingdesign
mode.
Storelogs
Selectthistoallowtheusertoviewyourstoresactivitylogs.
Addons
Selectthistoallowtheusertomakechangestotheaddonsyourstore
uses.
Customergroups
Selectthistoallowtheusertomakechangestothecustomergroup
settings.
System
information
Selectthistoallowtheusertoviewsysteminformationsettings.
CREATINGANDMANAGINGUSERACCOUNTS 121
Table 16 ConfiguringUserAccountSettings(continued)
EnabletheXMLAPI?
SelectthistoallowtheusertousetheXMLAPI(eXtensibleMarkup
LanguageApplicationProgrammingInterface).
Save
Clickthistosaveyoursettingstotheuseraccount
Cancel
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
Clickthistocreateaneworderinthelist.SeeAddingandEditingOrders
onpage135formoreinformation.
Search
Usethistosearchyourstoresorders.SeeSearchingOrdersonpage145
formoreinformation.
Chooseanaction
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
ThisdisplaystheorderIDnumber.AnorderIDnumberisassignedtoan
orderincrementallywhenacustomerplacesanorder.
Customer
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.
Total
Thisdisplaysthetotalamountoftheorder.
TrackingNo.
Ifyouhaveatrackingnumberforthisorder(forexample,fromthePost
Officeorashippingcompany)youcanenterithere.Thisnumberis
includedintheinvoiceyousendtocustomer.Thisallowsthecustomerto
tracktheorder.
ClicktheSavebuttonunderneaththisfieldwhenyouhaveenteredthe
trackingnumber.
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
Clickthistosendanewmessagetothecustomerwhoplacedtheorder.
SeeSendingaMessageonpage130.
Deleteselected
ClickthistoremovethemessagefromInterspireShoppingCart.
130 ORDERS
Table 18 ViewOrderMessages
Vieworders
ClickthistoreturntotheViewordersscreen.
SelectamessagescheckboxandclickDeleteselectedtoremovethe
messagefromInterspireShoppingCart.
Clicktheboxatthetopofthecolumntoselectallmessages.
Subject
Thisdisplaysthesubjectoftheemailmessage.
Message
Thisdisplaystheemailmessagestextcontents.
From
ThisdisplaystheusernameoftheInterspireShoppingCartuserwhosent
theemail.
Datesent
Thisdisplaysthedateandtimeatwhichtheemailmessagewassent.
Orderstatus
Thisdisplaysthecurrentstatusoftheorderwithwhichthismessageis
associated.
Action
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
Enterthecustomersemailaddress.
Loginpassword
Enterthepasswordthatthecustomershouldusetologintoyourstore.
Confirmpassword
ReentertheLoginPassword.
Customergroup
Selectacustomergrouptowhichyouwanttoassignthecustomer,if
required.
Note:YoumustfirstcreatecustomergroupsintheCustomers>
Customergroupsscreen.SeeCreatingCustomerGroupsonpage
172.
Storecredit
Ifyouwanttoassignstorecredittothiscustomer,entertheamountwith
whichyouwanttocreditthecustomer.
Note:Enteravaluehereonlyifyouarecertainthatyouwanttocreditthe
customerwithmoney.
Billingdetails
Usethissectiontoconfiguretheaddressforbillingthecustomer.
Note:Dependinguponthepaymentmethodyouchoose,thisaddress
mayneedtocorrespondwithanaddressassociatedwithapayment
method.
Useshipping
address
SelectthistousetheaddressdetailsyouconfiguredintheShipping
detailssectionasthebillingaddressaswell.
Firstname
Enterthecustomersfirstname.
Lastname
Enterthecustomerssurname.
Companyname
Enterthenameofthecustomerscompany.
Phonenumber
Enterthecustomerstelephonenumber.
Addressline1
Enterthecustomersstreetaddress.
Addressline2
Enterasecondlineofthecustomersstreetaddress,ifrequired.
Suburb/City
Enterthecity,suburb,townorotherconurbationinwhichthebilling
addressislocated.
Country
Selectthecountryinwhichthecustomersbillingaddressislocated.
State/Province
Selectthestate,province,county,orotheradministrativeregioninwhich
thecustomersbillingaddressislocated.
Note:Ifthecountryyouselectdoesnothaveassociatedstates,nolist
displays.Entertheinformationmanually.
Zip/Postcode
EntertheZIPcode,postcode,orotherpostalidentificationcode
associatedwiththecustomersbillingaddress.
Savethisaddress
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
Enterthecustomersfirstname.
Lastname
Enterthecustomerssurname.
Companyname
Enterthenameofthecustomerscompany.
Phonenumber
Enterthecustomerstelephonenumber.
Addressline1
Enterthecustomersstreetaddress.
Addressline2
Enterasecondlineofthecustomersstreetaddress,ifrequired.
Suburb/City
Enterthecity,suburb,townorotherconurbationinwhichtheshipping
addressislocated.
Country
Selectthecountryinwhichthecustomersshippingaddressislocated.
State/Province
Selectthestate,province,county,orotheradministrativeregioninwhich
thecustomersshippingaddressislocated.
Note:Ifthecountryyouselectdoesnothaveassociatedstates,nolist
displays.Entertheinformationmanually.
Zip/Postcode
EntertheZIPcode,postcode,orotherpostalidentificationcode
associatedwiththecustomersshippingaddress.
Savethisaddress
Selectthecheckboxifyouwanttoaddtheshippingaddresstothe
customersrecordinInterspireShoppingCart.
Note:Ifyoudonotsavethisforanewcustomer,you(orthecustomer)will
needtoreentertheinformation,orotherinformation,nexttime
you(orthecustomer)placesanorder.
Orderitems
Usethissectiontoenterdetailsabouttheitem(oritems)youwanttoadd
totheorder.
SKU
Whenyouselectaproduct,itsStockKeepingUnitcodedisplayshere,if
onewasconfigured(seeViewingandManagingProductsonpage186).
Product
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
Usethissectiontoenterotherinformationabouttheorder.
Ordercomments
Enterinformationthatyouwanttodisplayontheinvoicethatissentto
thecustomer.
Staffnotes
Enterinformationaboutthisorderthatyouwanttobeavailabletoother
InterspireShoppingCartusers.
Orderstatus
Selectthecurrentorderstatusfromthelist.
Shippingtracking
number
Ifyouhaveashippingtrackingnumberforthisorder(providedbythePost
Officeorashippingcompany,forexample)enterithere.
Emailinvoiceto
customer
Selectthisifyouwanttosendanemailinvoicetothecustomeroncethe
orderisaddedtotheorderlist.
Paymentmethod
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
Selectanorderstatusforwhichtosearch(forexample,youcansearchfor
allordersawaitingpickup).
Paymentmethod
Selectapaymentmethodtovieworderspaidforviatheselectedmethod
(forexample,allorderspaidforinstore).
Shippingmethod
Selectashippingmethodtoviewordersshippedwiththeselected
method.
Note:YouneedtofirstconfigureshippingmethodsintheSettings>
ShippingsettingsscreensShippingzonestab.
Couponcode
Enteracouponcodetoviewallordersplacedusingthecode.
OrderID
EnterbeginningandendingorderIDnumberstoviewallorderswithorder
IDswithinthespecifiedrange.
Ordertotal
Enterminimumandmaximumorderamountvaluestoviewallorderswith
orderamountswithinthespecifiedrange.
Daterange
Selectbeginningandendingdatestoviewallordersplacedwithinthe
specifiedtimerange.
Sortorder
Inthefirstlist,selectthefieldbywhichyouwanttoorderthesearch
results.Inthesecondfield,selectAscendingordertoviewtheordersfrom
lowesttohighestvalues(orinalphabeticalorder,fortextfields).Select
Descendingordertoviewthehighestvaluefirst(orinreversealphabetical
order,fortextfields).
Search
Clickthistoperformthesearch.
Cancel
ClickthistoreturntotheViewordersscreen.
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
Selectashipmentscheckboxandclickthistoremovetheshipmentfrom
InterspireShoppingCart.
Exportthese
shipments
SelectoneormoreshipmentscheckboxesandclickthistocreateaCSV
(CommaSeparatedValues)orXML(eXtensibleMarkupLanguage)file
containingdetailsofyourstoresshipments.SeeExportingShipmentson
page151.
Search
Usethistosearchyourshipments.EnterasearchtermandclickSearch.
SeeSearchingShipmentsonpage148formoreinformation.
SelectashipmentscheckboxandclickDeleteselectedtoremovethe
shipmentfromInterspireShoppingCart.
Clicktheboxatthetopofthecolumntoselectallshipments.
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
Thisdisplaysanumberidentifyingtheshipment.ShipmentIDsare
createdincrementallywhenyoucreatetheshipment.
Shippedto
Thisdisplaysthenameofthecustomer,ifconfigured.
Dateshipped
Thisdisplaysthedateonwhichtheshipmentwascreated(aInterspire
ShoppingCartusermarkedtheassociatedorderasshipped).
OrderID
Thisdisplaystheidentifyingnumberoftheorderassociatedwiththis
shipment.ClickanOrderIDtoseetheordersdetails(seeViewingand
ManagingOrdersonpage125).
Orderdate
Thisdisplaysthedateonwhichthecustomerplacedtheassociatedorder.
Action
ClickPrintpackingsliptoprintthepackingslipthatyoucanincludewith
theshipment.SeePrintingPackingSlipsonpage131.
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.
Searchbydate
Shippingdate:selectatimeperiod.InterspireShoppingCartsearches
forshipmentscreated(bystorestaff)onthatdate,orwithinthat
period.
Orderdate:selectatimeperiod.InterspireShoppingCartsearchesfor
ordersplaced(byacustomer)onthatdate,orwithinthatperiod.
WhenyouselectCustomperiodineitheroftheabovefields,extrafields
display.
Figure 120 SearchbyDate:Custom
EntertheFromandTodatesmanually,orclickthe
datesfromthecalendarsthatdisplay.
iconsandselectthe
Sortorder
Inthefirstlist,selectthefieldbywhichyouwanttoorderthesearch
results.Inthesecondfield,selectAscendingordertoviewtheshipments
fromlowesttohighestvalues(orinalphabeticalorder,fortextfields).
SelectDescendingordertoviewthehighestvaluefirst(orinreverse
alphabeticalorder,fortextfields).
Search
Clickthistoperformthesearch.
Cancel
ClickthistoreturntotheViewshipmentsscreen.
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
SelectarequestandclickthistoremovetherequestfromInterspire
ShoppingCart.
Search
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
ThisdisplaystherequestIDnumber.ArequestIDnumberisassignedto
anreturnrequestincrementallyintheordertheyarereceived.
ReturnedItem
Thisdisplaysthenameoftheproductforwhichtherequestwasmade.
Clicktheproductsnametoopentheproductsstorepageinanew
browserwindow.
Customer
Thisdisplaysthename(first,thensecond)ofthecustomerwhoissuedthe
returnrequest.Clickthecustomersnametoviewthecustomers
information(seeViewingandManagingCustomersonpage163).
Date
Thisdisplaysthedateonwhichthereturnrequestwasreceived.
Status
Thisdisplaysthecurrentstatusofthereturnrequest.Ifyouwantto
updatetherequeststatus,selectthenewstatusfromthelist.
Action
ClickIssuestorecredittocreditthecustomerwiththecostoftheitem.
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
Selectthestatusofreturnrequestsforwhichyouwanttosearch.
Searchbyrange
EnterbeginningandendingReturnIDvaluestoviewallreturnrequests
thathaveidentifyingnumbersinthespecifiedrange.
ORDERS 155
Table 26 AdvancedReturnRequestSearch
Searchbydate
Selectatimeperiod.InterspireShoppingCartsearchesforreturnrequests
submittedonthatdate,orwithinthatperiod.
WhenyouselectCustomperiod,extrafieldsdisplay.
Figure 127 SearchbyDate:Custom
EntertheFromandTodatesmanually,orclickthe
datesfromthecalendarsthatdisplay.
iconsandselectthe
Sortorder
Inthefirstlist,selectthefieldbywhichyouwanttoorderthesearch
results.Inthesecondfield,selectAscendingordertoviewtheshipments
fromlowesttohighestvalues(orinalphabeticalorder,fortextfields).
SelectDescendingordertoviewthehighestvaluefirst(orinreverse
alphabeticalorder,fortextfields).
Search
Clickthistoperformthesearch.
Cancel
ClickthistoreturntotheViewshipmentsscreen.
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:
SUBCATEGORY:
AllCustomers
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
Clickthistoaddanewcustomerrecordtothelist.SeeAddingandEditing
Customersonpage168.
Deleteselected
Selectoneormorecustomerrecordsandclickthistoremovethemfrom
InterspireShoppingCart.Thecustomerrecorddetailscannotbe
retrieved.
Exportthese
customers
Selectoneormorecustomerrecordsandclickthistoexportthedetailsas
aCSV(CommaSeparatedValues)orXML(eXtensibleMarkupLanguage)
file.SeeExportingCustomersDetailsonpage166.
Search
Usethistosearchyourstorescustomerrecords.SeeSearchingCustomer
Recordsonpage175formoreinformation.
A...Z
Clickalettertoseeallcustomerswhosesurnamestartswiththeletter.
ClickCleartoreturntoviewingallcustomers.
SelectaboxbelongingtoacustomerbeforeclickingAddcustomer,
Deleteselected,orExportthesecustomers.
Selecttheboxatthetopofthecolumntoselectallcustomers.
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
Thisdisplaysthecustomersname(firstname,thenlast).
Thisdisplaysthecustomersemailaddress.
Note:Clickacustomersemailaddresstosendanemailtothecustomer
(thisfeatureusestheHTMLmailtocommand).
Phone
Thisdisplaysthecustomerstelephonenumber.
Customergroup
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
Thisdisplaysthenumberofordersthecustomerhasplacedwithyour
storeinthepast.
Action
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
Enterthecustomersfirstname.
Lastname
Enterthecustomerssurname.
Companyname
Enterthenameofthecustomersbusiness,ifrequired.
Emailaddress
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
Enterthecustomerstelephonenumber.
Storecredit
Ifyouwanttoassignstorecredittothiscustomer,entertheamountwith
whichyouwanttocreditthecustomer.
Note:Enteravaluehereonlyifyouarecertainthatyouwanttocreditthe
customerwithmoney.
Loginpassword
Enterthepasswordthattheusershouldusetoaccessyourstore.
Confirmpassword
Reenterthepasswordthattheusershouldusetoaccessyourstore.
Save&exit
ClickthistosavethecustomersdetailsandreturntotheViewcustomers
screen.
Save&addanother
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
Clickthistoaddanaddressrecordforthiscustomer.SeeAddingan
Addressonpage170.
Deleteselected
Selectacheckboxbelongingtoanaddressandclickthistoremovethe
addressfromInterspireShoppingCart.Theaddresscannotberetrieved.
SelectaboxbelongingtoanaddressbeforeclickingDeleteselected.
Selecttheboxatthetopofthecolumntoselectalladdresses.
Fullname
Thisdisplaysthenameassociatedwiththisaddress.
Note:Thisisnotnecessarilythesameasthecustomersname.
Phone
Thisdisplaysthecustomersphonenumberassociatedwiththisaddress.
Address
Thisdisplaysthecustomersphysicaladdress.
Buildingtype
Thisdisplaysthetypeofbuildingassociatedwiththisaddress(Homeor
Office).
Action
ClickEdittomodifytheaddressdetails.
ClickDeletetoremovetheaddressrecordfromInterspireShopping
Cart.Theaddressdetailscannotberetrieved.
AddinganAddress
Usethisscreentoaddanewaddresstoacustomersdetails.ClickAddanaddressinthe
Customeraddressbooktab(seeCustomerAddressBookonpage169).
CUSTOMERS 171
Figure 145 AddaCustomer:AddanAddress
Firstname
Enterthefirstnameofthepersonassociatedwiththisaddress.Thisneed
notbethesameasthenameofthecustomer.
Lastname
Enterthesurnameofthepersonassociatedwiththisaddress.Thisneed
notbethesameasthenameofthecustomer.
Company
Enterthenameofthecompanyassociatedwiththisaddress.
Addressline1
Enterthestreetaddress.
Addressline2
Enterasecondlineofthestreetaddress,ifrequired.
Suburb/city
Enterthecity,suburb,townorotherconurbationinwhichtheaddressis
located.
Country
Selectthecountryinwhichtheaddressislocated.
State/province
Selectthestate,province,county,orotheradministrativeregioninwhich
theaddressislocated.
Note:Ifthecountryyouselectdoesnothaveassociatedstates,nolist
displays.Entertheinformationmanually.
Zip/postcode
EntertheZIPcode,postcode,orotherpostalidentificationcode
associatedwiththeaddress.
Buildingtype
Selectthetypeofbuildingatthisaddress(HomeorOffice).
Phone
Enterthetelephonenumberassociatedwiththisaddress.
Save&exit
ClickthistosavetheaddressdetailsandreturntotheCustomeraddress
booktab.
Save&addanother
Clickthistosavethecustomersdetailsandconfigureanotheraddress.
Cancel
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
Clickthistodefineanewcustomergroup.SeeCreatingCustomerGroups
onpage172.
Deleteselected
Selectacheckboxbelongingtoacustomergroupandclickthistoremove
thecustomergroupfromInterspireShoppingCart.Thegroups
configurationandmembershipinformationcannotberetrieved.
SelectaboxbelongingtoanaddressbeforeclickingDeleteselected.
Selecttheboxatthetopofthecolumntoselectalladdresses.
Groupname
Thisdisplaysthenameyouassigntothegroup.
Storewidediscount
Thisdisplaysthediscountavailabletomembersofthegrouponall
productsinyourstore.
Discountrules
Thisdisplaysthenumberofdiscountrulesavailabletomembersofthis
grouponspecificproducts,andcategoriesofproducts.
Customersingroup
Thisdisplaysthenumberofcustomersassociatedwiththegroup.Whena
groupcontainscustomers,clickitsViewlinktoseealistofthegroup
members(seeViewingandManagingCustomersonpage163).
Action
ClickEdittomodifythegroupsconfiguration.SeeCreatingCustomer
Groupsonpage172.
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.
Country
Selectacountryfromthelist.InterspireShoppingCartreturnsallrecords
forcustomersintheselectedcountry.
State
Selectorenterastate,county,provinceorotheradministrativeregion
withintheCountryyouselect.InterspireShoppingCartreturnsallrecords
forcustomersintheselectedcountryandregion.
CUSTOMERS 177
Table 33 AdvancedCustomerSearch
CustomerID
EnterbeginningandendingcustomerIDnumberstoviewallcustomers
withcustomerIDswithinthespecifiedrange.
Note:CustomerIDsareassignedincrementally,intheorderinwhichthe
customersjoinedyourstore.
Numberoforders
Usethesefieldstosearchforcustomerswhohaveplacedacertainnumber
oforderswithyourstore.Enterthefewestandmostnumberofordersfor
whichyouwanttosearch.
Storecredit
Enterminimumandmaximumvaluestosearchforcustomerswhose
amountofstorecreditiswithinthespecifiedrange.
Datejoined
Selectatimeperiod.InterspireShoppingCartsearchesforcustomerswho
joinedonthatdate,orwithinthatperiod.
WhenyouselectCustomperiodineitheroftheabovefields,extrafields
display.
Figure 154 SearchbyDate:Custom
EntertheFromandTodatesmanually,orclickthe
datesfromthecalendarsthatdisplay.
iconsandselectthe
Customergroup
Selectacustomergrouptosearchcustomerswhobelongtothegroup.
YoumustfirstsetupcustomergroupsintheCustomers>Customer
groupscreen.
Sortorder
Inthefirstlist,selectthefieldbywhichyouwanttoorderthesearch
results.Inthesecondfield,selectAscendingordertoviewtheordersfrom
lowesttohighestvalues(orinalphabeticalorder,fortextfields).Select
Descendingordertoviewthehighestvaluefirst(orinreversealphabetical
order,fortextfields).
Search
Clickthistoperformthesearch.
Cancel
ClickthistoreturntotheViewcustomersscreen.
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
Clickthistoaddanewproductrecordtothelist.SeeAddingandEditing
Productsonpage191.
Deleteselected
Selectoneormoreproductrecordsandclickthistoremovethemfrom
InterspireShoppingCart.Theproductrecorddetailscannotberetrieved.
Bulkeditselected
Selectproductsandclickthistoedittheproductsdetailsinasingle
screen.SeeBulkEditingProductsonpage189.
Exporttheseproducts Selectoneormoreproductrecordsandclickthistoexportthedetailsasa
CSV(CommaSeparatedValues)orXML(eXtensibleMarkupLanguage)
file.SeeExportingProductsDetailsonpage188.
Search
Usethistosearchyourstoresproduct.SeeSearchingProductDetailson
page214formoreinformation.
#,A...Z
Clickalettertoseeallproductswhosenamestartswiththeletter.
Click#toseeproductswhosenamestartswithanumber,innumerical
order.
ClickCleartoreturntoviewingallproducts.
SelectaboxbelongingtoaproductbeforeclickingAddaproduct,Delete
selected,Bulkeditselected,orExporttheseproducts.
Selecttheboxatthetopofthecolumntoselectallproducts.
Image
Thisdisplaysthethumbnailpictureyouassociatedwiththeproduct.
SKU
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
Thisdisplaysthenameoftheproduct.
Price
Thisdisplaysthebasicpriceoftheproduct(beforeanydiscounts,shipping
costs,etc.areapplied).
Visible
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
Enterthenameoftheproduct.
Price
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.
Featured
Clickaproductscheckboxtotoggleitsfeaturestatusonoroff.Whena
productisfeatured,itisdisplayedinthefeaturedproductssectionof
yourstoresfrontpage.Whenaproductisnotfeatured,itdoesnotdisplay
inthissection.
Clickthecheckboxatthetopofthecolumntotogglethefeaturedstatus
onoroffforalltheproductsinthescreen.
FreeShipping
Clickaproductscheckboxtotogglefreeshippingonoroff.Whena
productiseligibleforfreeshipping,noshippingchargesareappliedwhen
acustomerpurchasestheproduct.Youmaywanttodothisfornon
physicalproducts,suchasebooks,thatdonotrequirephysicalshipping.
Clickthecheckboxatthetopofthecolumntotogglefreeshippingonor
offforalltheproductsinthescreen.
Save&exit
ClickthistosaveyourchangesandreturntotheViewproductsscreen.
Save&keepediting
Clickthistosaveyourchangesandremaininthisscreentomakefurther
changes.
Cancel
ClickthistoreturntotheViewproductsscreenwithoutsavingyour
changes.
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).
Productname
Enterthenameofthisproduct.
Productcode/SKU EnteraStockKeepingUnit,barcodenumberorotherproduct
identificationcode,ifyourstoresstockkeepingsystemusesone.
PRODUCTS 195
Table 36 AddaProduct:ProductDetails
Categories
Productdescription
Selecttheproductcategory(orcategories)towhichthisproductshould
belonginyourstore.
Usethissectiontoentertheinformationthatdisplaysinyourstores
productpage.SeeTheHTMLEditoronpage73forinformationonusing
theHTMLeditingfeatures.
Pricingoptions
Price
Enterthebasepricethatthecustomerpaysfortheproduct,beforeany
othercostsordiscountsareapplied.
Tospecifymultiplepricedetails,clickMorepriceoptions.Thefollowing
extrafieldsdisplay.
Figure 174 MorePriceOptions
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
Checkthisboxtoallowyourstorescustomerstopurchasethisitem.Ifyou
donotcheckthebox,customerscanseetheproduct,butarenot
presentedwithalinkallowingthemtoplacetheproductintheirbasket.
ShowCallfor
pricingmessage
insteadofthe
price
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
Shippingdetails
SelectAutomaticallyresizefirstimagetousethefirstProductimage
youuploadedasthethumbnailimageforthisproduct.
Alternatively,deselectthecheckboxandclickBrowsetoselecttheimage
youwanttouseasathumbnailimageforthisproduct.
Usethissectiontodefinetheproductsweightanddimensions.
Note:Ifyouuseanonlinerealtimeshippingserviceforyourshipments,
youmayneedtoenterthisinformationinorderfortheshipping
servicetocalculateratescorrectly.
Productweight
Entertheproductsweightinpounds(lbs).
Productwidth
Entertheproductswidth(xdimension).
Productheight
Entertheproductswidth(ydimension).
Productdepth
Entertheproductswidth(zdimension).
Fixedshipping
cost
Ifyouwanttochargeasingleshippingpriceforshippingthisproduct,for
alldestinations,enterithere.
Note:Ifyouleavethisfieldblank,InterspireShoppingCartusesthe
defaultshippingcalculatorinstead.
Freeshipping
Ifyoudonotwanttochargecustomersforshippingofthisproduct,forall
destinations,checkthisbox.
Save&exit
ClickthistosaveyourchangesandreturntotheViewproductsscreen.
Save&addanother
Clickthistosaveyourchangesandremaininthisscreentomakefurther
changes.
Cancel
ClickthistoreturntotheViewproductsscreenwithoutsavingyour
changes.
ProductFiles
Usethistabtoconfigureanduploadthefilesthatacustomermaydownloadafter
purchasingadownloadableproduct.
PRODUCTS 197
Figure 177 AddaProduct:ProductFiles
Table 37 AddaProduct:ProductFiles
Description
Entersometextdescribingthedownloadableproduct.Thisdisplaysin
yourstoresorderstatusscreen(fromwhichacustomerdownloadsthe
item).
Filetoupload
Usethistoselectthedownloadableproduct.
Ifyouwanttouploadafileonyourcomputerornetwork,select
UploadafilefrommycomputerandclickBrowse.Selectthefileyou
wanttouseinthedialogthatdisplays.Thefilepathdisplaysinthetext
box.
IfyouwanttouploadafilethatisalreadyontheInterspireShopping
Cartserver,selectUseafilealreadyontheserver.Selectthefilein
thefieldsthatdisplay.
Disabledownloads
after
Bydefault,onceacustomerhaspurchasedadownloadableitemfrom
yourstore,theitemisavailabletodownloadfromthecustomersorders
pagefromthatmomenton,indefinitely.
Ifyouwanttolimitthetimethatthefileisavailablefordownload,enter
thelimitationinthetextbox,andselectthetimeunitfromthelist.
Note:Ifyoulimitthetimethatthefileisavailablefordownload,ensure
thatyouexplicitlystatethelimitationontheproductpage,or
elsewhereinyourstore.
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.
Acolumndisplaysforeachvariation.
SKU
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.
Weight
Bydefault,eachcombinationhasthesameweightasthebaseproduct
(Nochangedisplays).
Toincreasetheweightforthiscombination,selectAddandenterthe
weightincreaseintheLBSfieldthatdisplays.
Todecreasetheweightforthiscombination,selectSubtractandenter
theweightdecreaseintheLBSfieldthatdisplays.
Tokeeptheweightforthiscombinationatafixedvalue,evenifthe
baseproductweightchanges,selectFixedandenterthefixedweight
intheLBSfieldthatdisplays.
Image
Ifyouwanttouseadifferentproductimageforacombination,clickthe
Browsebuttonandselecttheimage.Thefilepathdisplaysinthefieldto
theleft.
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.
Brandname
Selectthenameofanexistingproductbrandtowhichthisproduct
belongsfromthelist,orenterthenameofanewbrandinthetextfield.
Searchkeywords
Entersearchtermsforthisproduct.Whenacustomerusesyourstores
searchfunction,thesetermsareusedtoidentifytheproduct.Separate
searchtermswithcommas(forexample,term1,term2,term3).
Note:ThesesearchtermsarealsousedtocreateMETAtagsforthis
product.
Producttags
Entertagsforthisproduct.Thesearekeywordsbywhichaproductcan
alsobeidentified.
PRODUCTS 205
Table 39 AddaProduct:OtherDetails
Productavailability
Enterinformationaboutthetimetakentoprovidecustomerswiththis
productfromyourstore.
Visible
Selectthischeckboxifthisproductshouldbeavailablefromyourstore.
Deselectthiswhenaproductshouldnotbeavailablefromyourstore.
Whenaproductisnotvisible,itdoesnotdisplayanywhereinyourstore.
Featuredproduct
SelectthiswhenaproductshoulddisplayintheFeaturedproducts
sectionofyourstoresmainpage.
Note:TheproductdisplaysintheFeaturedproductssectioninadditionto
displayingintheregularproductslist.
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.
Pagetitle
Enterthetitlefortheproductspageinyourstore.Thisdisplaysinthe
browserwindowstitlebar.
Note:Ifyouleavethisblank,InterspireShoppingCartusestheproduct
nameasthepagetitle.
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
Clickthistosetupanewproductcategory.SeeAddingandEditing
ProductVariationsonpage213.
Deleteselected
Selectoneormoreproductcategoriesorsubcategoriesandclickthisto
removethecategoryfromInterspireShoppingCart.Thecategory
informationcannotberetrieved.
Note:Whenyoudeleteacategoryorsubcategory,theproductscontained
inthecategoryorsubcategoryarenotaffected.
SelectaboxbelongingtoacategorybeforeclickingDeleteselected.
Selecttheboxatthetopofthecolumntoselectallcategories.
Categoryname
Thisdisplaysthenameofthecategoryorsubcategory.Subcategories
displayindentedfromtheirparentcategory.
Products
Thisdisplaysthenumberofproductscontainedinthecategoryor
subcategory.
PRODUCTS 209
Table 40 ViewProductCategories
Visibleinmenu
Thisdisplays whenthecategoryorsubcategorycanbeseeninthe
categoriespanelinyourstore.
Thisdisplays whenthecategoryorsubcategorycanbeseeninthe
categoriespanelinyourstore.
Clickanicontotogglevisibilityonoroff.
Action
ClickViewtoseeacategoryspageinanewwindowasitdisplaysin
yourstore.
ClickNewtosetupanewproductcategory.SeeAddingandEditing
ProductCategoriesonpage209.
ClickEdittomodifyaproductcategoryssettings.SeeAddingand
EditingProductCategoriesonpage209.
AddingandEditingProductCategories
Toaddanewproductcategorypage,clickProducts>Productcategories.ClickCreate
category.
Toeditanexistingproductcategorypage,clickProducts>Productcategoriesandclicka
categorysEditlink.
210 PRODUCTS
Figure 194 CreateorEditCategory
Table 41 CreateorEditCategory
Name
Enteranameforthiscategory.
Description
Usethissectiontoentertheinformationthatdisplaysinyourstores
categorypage.SeeTheHTMLEditoronpage73forinformationonusing
theHTMLeditingfeatures.
Parentcategory
Ifthiscategoryshouldbelongtoanother,broadercategory,selectthe
parentcategoryhere.
Ifyouwanttocreateatoplevelcategory,selectNoparentcategory.
Templatelayoutfile
IfyouwanttouseacustomHTMLtemplateforthisproductspage,select
itfromthelist.
Youmusthavepreviouslycreatedcustomtemplates.SeeCustom
ProductTemplatesonpage206.
Sortorder
Selectthenameofanexistingproductbrandtowhichthisproduct
belongsfromthelist,orenterthenameofanewbrandinthetextfield.
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.
Pagetitle
Enterthetitleforthecategoryspageinyourstore.Thisdisplaysinthe
browserwindowstitlebar.
Note:Ifyouleavethisblank,InterspireShoppingCartusesthecategory
nameasthepagetitle.
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
ClickthistosaveyourchangesandreturntotheProductcategories
screen.
Save&addanother
Clickthistosaveyourchangesandremaininthisscreentomakefurther
changes.
Cancel
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
Thisdisplaysthenameyougavetothisvariationset.
Numberofoptions
Thisdisplaysthenumberofvariablesdefinedwithinthevariationset.
Forexample,ifyousetupavariationsetinwhichthecustomercanchoose
acolorandasize,thisfieldreads2.
Action
ClickEdittomodifythevariationsetsdetails.
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
ClickthistosaveyourchangesandreturntotheProductvariations
screen.
Save&addanother
Clickthistosaveyourchangesandremaininthisscreentomakefurther
changes.
Cancel
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
Selectoneofyourstoresbrandsfromthelistifyouwanttosearchonlyfor
productsbelongingtothatbrand.
Categories
Selectoneormorecategoriesifyouwanttosearchonlyforproducts
belongingtothatcategory.
Note:TheAutomaticallysearchsubcategoriesboxisselectedby
default.Deselectthisoptionifyoudonotwanttosearchina
categoryssubcategories.
Pricerange
Usethistosearchforproductsinarangeofprices(excludingshipping,
discounts,etc).Enterlowandhighprices.
Quantitysold
Usethistosearchforproductsthathavebeensoldacertainnumberof
times.Enterlowandhighsalesnumbers.
Inventorylevel
Usethistosearchforproductswhosestocklevelsareinacertainrange.
Enterlowandhighstocklevels.
Note:SelectFindproductsbelowinventoryquantitywarninglevelto
searchonlyforproductswithastocklevellowerthanthelowstock
warninglevelyouconfiguredfortheproduct.
PRODUCTS 217
Table 44 AdvancedCustomerSearch
Productvisibility
SelectOnlyvisibleproductstosearchonlyforproductsthatcanbe
seenbycustomersinyourstore.
SelectOnlyinvisibleproductstosearchonlyforproductsthatcannot
beseenbycustomersinyourstore.
SelectNopreferencetosearchforbothvisibleandinvisibleproducts.
Featuredproduct
SelectOnlyfeaturedproductstosearchonlyforproductsthatdisplay
inthefeaturedproductssectionofyourstore.
SelectOnlynonfeaturedproductstosearchonlyforproductsthatdo
notdisplayinthefeaturedproductssectionofyourstore.
SelectNopreferencetosearchforbothfeaturedandnonfeatured
products.
Freeshipping
SelectOnlyfreeshippingtosearchonlyforproductsforwhichyoudo
notchargeshipping.
SelectOnlypaidshippingtosearchonlyforproductsforwhichyou
chargeshipping.
SelectNopreferencetosearchforbothfreeandpaidproducts.
Search
Clickthistoperformthesearch.
Cancel
ClickthistoreturntotheViewproductsscreen.
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
SelectoneormorereviewsandclickthistoremovethemfromInterspire
ShoppingCart.Thereviewscannotberetrieved.
Approveselected
Selectoneormoreproductreviewsandclickthistoapprovethem.Each
reviewisaddedtotheproductspageinyourstore,whereanybodycan
readit.
Disapproveselected
Selectthistopreventtheproductreviewfrombeingpostedinyourstore,
butkeeptheinformationinInterspireShoppingCart.
PRODUCTS 223
Table 45 ViewSubmittedProductReviews
Search
EnteraterminthetextfieldandclickSearchtosearchtheTitleand
Postedbyfields.
SelectaboxbelongingtoareviewbeforeclickingDeleteselected,
ApproveselectedorDisapproveselected.
Selecttheboxatthetopofthecolumntoselectallreviews.
Title
Thisdisplaysthetitleofthereview,writtenbythereviewer.
Product
Thisdisplaysthenameoftheproductthatisthesubjectofthereview.
Clickthelinktoseetheproductspageinyourstore.
Note:Ifyouapprovethereview,thereviewisdisplayedonthisproducts
pageinyourstore.
Rating
Thisdisplaysthestarratingthatthereviewergavetothisproduct.
Postedby
Thisdisplaysthereviewersname,asenteredbythereviewer.
Date
Thisdisplaysthedateonwhichthereviewwassubmitted.
Status
Pendingdisplaysifthereviewhasbeensubmittedbuttotyet
approved,orifareviewwasapproved,thendisproved.
Approveddisplaysifthereviewhasbeensubmittedandsubsequently
approvedbyaInterspireShoppingCartadministrator.
Action
ClickPreviewtoseethereviewinfull,inanewwindow.
ClickEdittomodifythereviewpriortoinclusioninyourstore.See
EditingProductReviewsonpage223.
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
Clickthistosetupanewproductbrandforyourstore.SeeAddingNew
ProductBrandsonpage224.
Deleteselected
Selectoneormorebrandscheckboxesandclickthistoremovethebrand
orbrandsfromInterspireShoppingCart.Thebrandinformationcannotbe
retrieved,althoughtheproductsthatbelongtothebrandarenot
affected.
Search
EnteraterminthetextfieldandclickSearchtosearchtheTitleand
Postedbyfields.
SelectaboxbelongingtoabrandbeforeclickingDeleteselected.
Selecttheboxatthetopofthecolumntoselectallbrands.
Brandname
Thisdisplaysthenameoftheproductbrandyousetup.
Products
Thisdisplaysthenumberofindividualproductitemsthatbelongtothis
brand.
Action
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
Clickthistosetupanewsitem.SeeCreatingandEditingNewsItemson
page229.
Deleteselected
Selectoneormorenewsitemscheckboxesandclickthistoremovethe
newsitemfromInterspireShoppingCart.Thenewsitemcannotbe
retrieved.
Note:Ifyouwanttostopanewsitemdisplayingonyoursite,butkeepthe
newsiteminformation,changeitsstatusintheVisiblecolumn.
Search
UsethistosearchyournewsitemsTitlefield.Enterthetermforwhich
youwanttosearchandclickSearch.Whenyouhaveperformedasearch,
clickClearsearchresultstoviewallnewsitems.
WEBSITECONTENT 229
Table 47 ViewNewsItems
SelectanewsitemscheckboxbeforeclickingDeleteselected.
Selecttheboxatthetopofthecolumntoselectallnewsitems.
Title
Thisdisplaysthenewsitemstitle.
Date
Thisdisplaysthedateonwhichthenewsitemwascreated.
Visible
Thisdisplaysatick(
)ifthenewsitemisvisibletocustomersinyour
store.
Thisdisplaysacross(
)ifthenewsitemisnotvisibletocustomersin
yourstore.
Clicktheicontotogglevisibilityonoroff.
Action
ClickEdittomodifythenewsitemsdetails.SeeCreatingandEditing
NewsItemsonpage229.
ClickPreviewposttoviewthenewsiteminanewwindow.
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
Clickthistodesignanewwebpage.SeeCreatingandEditingWebPages
onpage231.
Deleteselected
Selectoneormorewebpagescheckboxesandclickthistoremovethe
webpagefromInterspireShoppingCart.Thewebpagecannotbe
retrieved.
Note:Ifyouwanttostopawebpagedisplayingonyoursite,butkeepthe
newsiteminformation,changeitsstatusintheVisiblecolumn.
SelectawebpagescheckboxbeforeclickingDeleteselected.
Selecttheboxatthetopofthecolumntoselectallwebpages.
Pagetitle
Thisdisplaysthetitleofthiswebpage.Whenacustomerviewsthepage,
thetitledisplaysinthebrowserwindowstitlebar.
Whenapagehassubpages,thesubpagedisplaysindentedfromthe
parentpage.
Pagetype
NormalpagedisplaysifyouselectedContaincontentcreatedusing
theWYSIWYGeditorbelowwhenyoucreatedthepage.
WebsitelinkdisplaysifyouselectedLinktoanotherwebsiteor
documentwhenyoucreatedthepage.
SyndicatedcontentdisplaysifyouselectedDisplaysyndicated
contentfromanRSSfeedwhenyoucreatedthepage.
ContactformdisplaysifyouselectedAllowpeopletosend
questions/commentsviaacontactformwhenyoucreatedthepage.
WEBSITECONTENT 231
Table 48 ViewWebPage
Visible
Thisdisplaysatick(
)ifthewebpageisvisibletocustomersinyour
store.
Thisdisplaysacross(
)ifthewebpageisnotvisibletocustomersin
yourstore.
Clicktheicontotogglevisibilityonoroff.
Action
ClickPreviewtoviewthewebpageinanewwindow.
ClickEdittomodifythewebpage.SeeCreatingandEditingWebPages
onpage231.
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
Enteratitleforthiswebpage.Whenacustomerviewsthepage,thetitle
displaysinthebrowserwindowstitlebar.
Pagecontent
Designthecontentsofyourwebpageinthissection.SeeTheHTML
Editoronpage73forinformationonusingtheeditingtools.
Navigationmenu
SelectYes,showthiswebpageonthenavigationmenutohavetheweb
pagedisplayinyourstoresnavigationbar.
Parentpage
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.
Save&exit
ClickthistosavethewebpageandreturntotheViewwebpagesscreen.
Save&addanother
Clickthistosavethewebpageandcontinueconfiguringthepage.
Cancel
ClickthistoreturntotheViewwebpagesscreenwithoutsavingyour
changes.
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
Entertheemailaddresstowhichcustomersubmittedcontactforms
shouldbesent.
Showthesefields
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
Clickthistodesignanewbannerforuseatthetoporbottomofyour
storespages.
Deleteselected
Selectabannerscheckboxandclickthistoremovethebannerfrom
InterspireShoppingCart.Thebannercannotberetrieved.
Search
Usethistosearchyourbannernames.Enterthetermforwhichyouwant
tosearchandclickSearch.Whenyouhaveperformedasearch,clickClear
searchresultstoviewallbanners.
SelectabannerscheckboxbeforeclickingDeleteselected.
Selecttheboxatthetopofthecolumntoselectallbanners.
Bannername
Thisdisplaysthenameofthebanner.
Location
Thisdisplaysthepageinyourstoreonwhichthebannerdisplays,andthe
locationinwhichitdisplays(thetoporbottomofthepage).Clickapage
titletoviewthepageinanewwindow.
Datecreated
Thisdisplaysthedateonwhichyoucreatedthebanner.
244 PROMOTIONS
Table 53 ViewBanners(continued)
Visible
Thisdisplaysatick(
)ifthebannerisvisibletocustomersinyourstore.
Thisdisplaysacross(
)ifthebannerisnotvisibletocustomersinyour
store.
Clicktheicontotogglevisibilityonoroff.
Action
ClickEdittomodifythebanneranditssettings.
CreatingandEditingBanners
Tocreateanewbanner,clickPromotions>BannersandthenclicktheCreateabanner
button.
Toeditanexistingbanner,clickPromotions>Banners,andthenclickthebannersEdit
link.
Figure 234 CreateaBanner
Table 54 CreateaBanner
Bannername
Enterthenameforthisbanner.Thisnameisnotvisibletocustomers.
Bannercontent
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.
Daterange
Ifyouwanttoalwaysplacethebanneronthespecifiedpage,select
AlwaysshowthisbanneruntilIremoveit.
Ifyouwanttoplacethisbanneronthespecifiedpageonlyforaspecific
periodoftime,selectOnlydisplaythisbannerbetweenspecific
dates.SelecttheFromandTodatesinthefieldsthatdisplay.
Figure 235 BannerDisplayDates
Visible
Selectthisifyouwantthebannertodisplayonyourstorepage
immediately.
Location
SelectTopofscreentohavethebannerdisplayabovethepagecontent,
orselectBottomofscreentohavethebannerdisplaybelowthepage
content.
Save
ClickthistosaveyourchangestothebannerandreturntotheView
bannersscreen.
Cancel
ClickthistoreturntotheViewbannersscreenwithoutsavingyour
changes.
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
Thisdisplaysthenameofthediscountcoupon.
Couponcode
Thisdisplaysthecodethatacustomermustenterinyourstoreinorderto
takeadvantageofthecodesdiscount.Youcanselectthetextinorderto
copyittoyourcomputersclipboard.
Note:Ifyouchangethecodeinthisscreen,thecodeisnotaffected.Ifyou
wanttouseadifferentcodeforthiscoupon,dosobyclickingthe
couponsEditlinkandconfiguringthescreenthatdisplays.See
CreatingandEditingCouponCodesonpage247.
Discount
Thisdisplaysthepercentageorcashdiscountavailabletocustomerswho
enterthiscouponcodeinyourstorewhenmakinganorder.
Expirydate
Thisdisplaysthedateafterwhichcustomerscannolongerusethiscoupon
code.
N/A(NotApplicable)displaysifyoudidnotsetanexpirydate.
No.Uses
Thisdisplaysthenumberoftimesthatcustomershaveusedthiscoupon
totakeadvantageofadiscountinyourstore.
PROMOTIONS 247
Table 55 ViewCouponCodes(continued)
Enabled
Thisdisplaysatick(
)ifcustomersmayusethiscodewhenmakingan
order.
Thisdisplaysacross(
)ifthecustomersareunabletousethiscode
whenmakinganorder.
Clicktheicontotogglethestatus.
Action
ClickEdittomodifythecouponsproperties.SeeCreatingandEditing
CouponCodesonpage247.
ClickCopytoclipboardtoaddthecouponcodetoyourcomputers
clipboard.
Note:TheCopytoclipboardfunctionisavailableinInternetExplorer
only.YoumustallowInterspireShoppingCarttoaccessyour
computersclipboardwhenprompted.
ClickVieworderstoseedetailsofalltheordersthatwereplacedusing
acouponcode.SeeViewingandManagingOrdersonpage125.
Note:Thisoptiondisplaysonlyonceanorderhasbeenplacedusinga
couponcode.
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
Enteradescriptivenameforthiscouponcode.Thisnamedoesnotappear
inyourstore,andisvisibleonlytoInterspireShoppingCartadministrators.
Discountamount
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.
Numberofuses
Ifyouwantthiscoupontobeusableforalimitednumberoforders,enter
thelimithere.
Appliesto
Selectthecategoryofyourstoresproductforwhichthiscouponcode
maybeused.Toallowthiscodetobeusedstorewide,selectAll
categories(default).
Note:Iftheproductsthatacustomerordersarenotallcoveredbya
couponcode,onlytheproductsthatarecoveredbythecodeare
discounted.
Note:Couponcodediscountsdonotapplytopurchasesofgiftcertificates.
Save
ClickthistosaveyourchangesandreturntotheViewcouponcodes
screen.
Cancel
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
Thisdisplaysthepurchasepriceofthegiftcertificate.
Remainingbalance
Thisdisplaystheamountofcreditremaininginthegiftcertificate.
Note:Ifthecertificatehasnotbeenusedatall,thisvalueisthesameas
theCertificatebalance.Ifthecertificatehasbeencompletelyused,
thisvalueiszero.
Datepurchased
Thisdisplaysthedateonwhichthecustomerpurchasedthegift
certificate.
Status
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
Selectastatusfromthelisttosearchonlyforgiftcertificateswiththat
status.
CertificateID
UsethistosearchforarangeofcertificateIDnumbers.Enterlowandhigh
IDnumbers.
Note:CertificateIDdoesnotdisplayintheViewgiftcertificatescreen.Itis
assignedtogiftcertificatesintheorderinwhichtheywere
purchased.
Certificatevalue
Usethistosearchforcertificatesinarangeofinitialredemptionvalues.
Enterlowandhighvalues.
Remainingbalance
Usethistosearchforcertificatesinarangeofremainingredemption
values.Enterlowandhighvalues.
Datepurchased
Usethistoviewallcertificatespurchasedwithinaspecifiedtimerange.
Selectbeginningandendingdates.
Expirydate
Usethistoviewallcertificatesthatwillautomaticallyexpirewithina
specifiedtimerange.Selectbeginningandendingdates.
Sortorder
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
Thisdisplaysthenameofeachcustomer.Clickanametoviewthe
customersdetails(seeViewingandManagingCustomersonpage163).
Thisdisplayseachcustomersemailaddress.Clickanaddresstosendan
emailtothecustomer.
Orders
Thisdisplaysthenumberofordersthateachcustomerhasplacedwith
yourstore.
Amountspent
Thisdisplaysthetotalamountofmoneythateachcustomerhasspent
withyourstore.
BestSellingProducts
Usethistabtoseeapiechartandstatisticsofyourstorestopsellingproducts.
STATISTICS 265
Figure 258 StoreStatistics:BestSellingProducts
Table 60 StoreStatistics:BestSellingProducts
Product
Thisdisplaysthenameofeachproduct.Clickaproductnametoseethe
productsdetails.SeeViewingandManagingProductsonpage186.
Numbersold
Thisdisplaysthetotalnumberofeachproductsoldbyyourstore.
Revenue
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
Thisdisplaystheorderidentificationnumber.SeeViewingandManaging
Ordersonpage125.
Customer
Thisdisplaysthenameofthecustomerwhoplacedtheorder.Clicka
nametoviewthecustomersdetails(seeViewingandManaging
Customersonpage163).
STATISTICS 269
Table 61 OrderStatistics:OrdersOverview
Date
Thisdisplaysthedateandtimeatwhichtheorderwasplaced.
Total
Thisdisplaysthetotalvalueoftheorder.
Trackingno.
Ifyoudefinedashipmenttrackingnumberforanorder,itdisplayshere.
Action
ClickViewordertoseedetailedinformationabouttheorder.SeeViewing
andManagingOrdersonpage125.
OrdersByItemsSold
Usethistabtoseedetailsofyourstoresordersarrangedbythenumberofitemssoldin
eachorder.
Figure 262 OrderStatistics:OrdersByItemsSold
Table 62 OrderStatistics:OrdersByItemsSold
ID
Thisdisplaystheproductidentificationnumber.
SKU
ThisdisplaystheStockKeepingUnit,ifyoudefinedone,foreachproduct.
Item
Thisdisplaysthenameofeachproduct.Clickaproductnametoseethe
productspageinyourstore.
Orders
Thisdisplaysthenumberoftimesthatthisproducthasbeenorderedfrom
yourstore(regardlessofthenumberofunitspurchasedineachorder).
Unitssold
Thisdisplaysthetotalnumberofunitsofeachproductpurchasedfrom
yourstore.
Revenue
Thisdisplaysthetotalgrossincomederivedfromsalesofeachitem
(purchasepricemultipliedbyunitssold).
270 STATISTICS
OrdersByRevenue
Usethistabtoseedetailsofthenumberofordersplacedwithyourstorearrangedbythe
numberofordersineachpricerange.
Figure 263 OrderStatistics:OrdersByRevenue
Table 63 OrderStatistics:OrdersByRevenue
Revenue
Thisdisplaystherangeofgrossincomeperorder.
Numberoforders
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
Thisdisplaystheproductidentificationnumber.
SKU
ThisdisplaystheStockKeepingUnit,ifyoudefinedone,foreach
product.
Item
Thisdisplaysthenameofeachproduct.Clickaproductnametoseethe
productspageinyourstore.
Unitssold
Thisdisplaysthetotalnumberofunitsofeachproductpurchasedfrom
yourstore.
272 STATISTICS
Table 64 ProductStatistics:ProductsOverview
Revenue
Thisdisplaysthetotalgrossincomederivedfromsalesofeachitem
(purchasepricemultipliedbyunitssold).
Profit
Thisdisplaysthetotalgrossprofitderivedfromsalesofthisitem
(purchaseprice,minuscostprice,multipliedbyunitssold).Ifyouhavenot
configuredcostpricesforanitem,N/A(notapplicable)displays.
PopularProducts
Usethistabtoviewinformationaboutalltheproductsinyourstore,orderedbythenumber
oftimeseachproductsproductpagehasbeenviewed.
Figure 265 ProductStatistics:PopularProducts
Table 65 ProductStatistics:PopularProducts
ID
Thisdisplaystheproductidentificationnumber.
SKU
ThisdisplaystheStockKeepingUnit,ifyoudefinedone,foreachproduct.
Item
Thisdisplaysthenameofeachproduct.Clickaproductnametoseethe
productspageinyourstore.
Views
Thisdisplaysthetotalnumberoftimesthisproductspageinyourstore
hasbeenviewed.
Averagerating
Thisdisplaystheaverageproductscoreofallreviewsfortheproduct.Ifa
producthasreceivedno(approved)reviews,Notrateddisplays.
STATISTICS 273
InventoryReport
Usethistabtoviewinformationaboutalltheproductsinyourstore,orderedbyeachitems
stocklevel(fromlowtohigh,bydefault.)Youcanalsoupdatestocklevelsfromthistab.
Figure 266 ProductStatistics:InventoryReport
Table 66 ProductStatistics:InventoryReport
ID
Thisdisplaystheproductidentificationnumber.
SKU
ThisdisplaystheStockKeepingUnit,ifyoudefinedone,foreachproduct.
Item
Thisdisplaysthenameofeachproduct.Clickaproductnametoseethe
productspageinyourstore.
Inventorytracking
method
ThisdisplaysthewayinwhichInterspireShoppingCarttracksthe
inventoryofthisproduct:
N/AdisplaysifyoudidnotconfigureInterspireShoppingCarttotrack
stocklevelsofthisproduct.
Byproductdisplaysifyousetupperproductinventorytracking.
Byproductvariationdisplaysifyousetuppervariationinventory
tracking.
Note:SeeInventoryManagementonpage185forinformationon
configuringinventorytracking.
Stocklevel
IfByproductorByproductvariationdisplaysintheInventorytracking
methodcolumn,thisdisplaysthecurrenttotalnumberofunitsinstock.
Action
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
Thisdisplaysthecustomersidentificationnumberinyourstore.
Customername
Thisdisplaysthenameofeachcustomer.Clickanametoviewthe
customersdetails(seeViewingandManagingCustomersonpage163).
276 STATISTICS
Table 67 CustomerStatistics:CustomersByDate(continued)
Thisdisplayseachcustomersemailaddress.Clickanaddresstosendan
emailtothecustomer.
Datejoined
Thisdisplaysthedateonwhicheachcustomersigneduptojoinyour
store.
Orders
Thisdisplaysthenumberoforderseachcustomerhasplacedwithyour
store(regardlessofthenumberofitemsineachorder).
Amountspent
Thisdisplaysthetotalrevenuetoyourstorefromofallacustomers
orders.
Action
ClickacustomersVieworderslinktoseedetailsoftheordersthe
customerhasplacedinyourstore.SeeViewingandManagingOrderson
page125.
RevenuePerCustomer
Usethistabtoseeinformationabouthowmucheachofyourcustomershasspentinyour
store.
Figure 268 CustomerStatistics:RevenuePerCustomer
Table 68 CustomerStatistics:RevenuePerCustomer
CustomerID
Thisdisplaysthecustomersidentificationnumberinyourstore.
Customername
Thisdisplaysthenameofeachcustomer.Clickanametoviewthe
customersdetails(seeViewingandManagingCustomersonpage163).
Thisdisplayseachcustomersemailaddress.Clickanaddresstosendan
emailtothecustomer.
Datejoined
Thisdisplaysthedateonwhicheachcustomersigneduptojoinyourstore.
Orders
Thisdisplaysthenumberoforderseachcustomerhasplacedwithyour
store(regardlessofthenumberofitemsineachorder).
Amountspent
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
Thisdisplaysthetextforwhichoneormoreuserssearched.Clickthe
searchtermtodisplaythesearchresultsinanewwindow.
Numberofsearches
Thisdisplaysthenumberoftimesusershavesearchedforthisterm.
Numberofresults
Thisdisplaysthenumberofsearchresultsthatdisplaywhenacustomer
searchesforthisterm.
Searchlastperformed Thisdisplaysthelastdateonwhichacustomerperformedthissearch.
KeywordsWithoutResults
Usethistabtoseealistofthesearchtermsenteredbyyourstoresusersthatdidnotreturn
resultsfromyourstore.
Figure 271 SearchStatistics:KeywordsWithoutResults
Table 70 SearchStatistics:KeywordsWithoutResults
Searchterms
Thisdisplaysthetextforwhichoneormoreuserssearched.Clickthe
searchtermtodisplaythesearchresultsinanewwindow.
Numberofsearches
Thisdisplaysthenumberoftimesusershavesearchedforthisterm.
Searchlastperformed Thisdisplaysthelastdateonwhichacustomerperformedthissearch.
BestPerformingKeywords
Usethistabtoseealistofthesearchtermsenteredbyyourstoresusersthathavereturned
results,rankedbythehighestnumberofsearchresultssubsequentlyclickedonbyyour
storesusers.
STATISTICS 279
Figure 272 SearchStatistics:BestPerformingKeywords
Table 71 SearchStatistics:BestPerformingKeywords
Searchterms
Thisdisplaysthetextforwhichoneormoreuserssearched.Clickthe
searchtermtodisplaythesearchresultsinanewwindow.
Numberofsearches
Thisdisplaysthenumberoftimesusershavesearchedforthisterm.
Numberofresults
Thisdisplaysthenumberofsearchresultsthatdisplaywhenacustomer
searchesforthisterm.
Searchlastperformed Thisdisplaysthelastdateonwhichacustomerperformedthissearch.
WorstPerformingKeywords
Usethistabtoseealistofthesearchtermsenteredbyyourstoresusersthathavereturned
results,rankedbythelowestnumberofsearchresultssubsequentlyclickedonbyyour
storesusers.
Figure 273 SearchStatistics:WorstPerformingKeywords
Table 72 SearchStatistics:BestPerformingKeywords
Searchterms
Thisdisplaysthetextforwhichoneormoreuserssearched.Clickthe
searchtermtodisplaythesearchresultsinanewwindow.
Numberofsearches
Thisdisplaysthenumberoftimesusershavesearchedforthisterm.
Numberofresults
Thisdisplaysthenumberofsearchresultsthatdisplaywhenacustomer
searchesforthisterm.
Searchlastperformed Thisdisplaysthelastdateonwhichacustomerperformedthissearch.
SearchTermCorrections
Usethistabtoseealistofpossiblymistypedsearchtermsenteredbyyourstoresusers,for
whichInterspireShoppingCartofferedcorrectionsthattheuserthenclicked.
280 STATISTICS
Figure 274 SearchStatistics:SearchTermCorrections
Table 73 SearchStatistics:SearchTermCorrections
Searchterms
Thisdisplaysthetextforwhichoneormoreuserssearched.Clickthe
searchtermtodisplaythesearchresultsinanewwindow.
Productsshown
before
Thisdisplaysthenumberofyourstoresproductsthatdisplayedassearch
resultsbeforethestoreuserclickedonthecorrection.
Correctedsearch
terms
ThisdisplaysthecorrectedtermwhichInterspireShoppingCartofferedto
thecustomer.Clickthecorrectedsearchtermtodisplaythesearchresults
inanewwindow.
Productsshownafter
Thisdisplaysthenumberofyourstoresproductsthatdisplayedassearch
resultsafterthestoreuserclickedonthecorrection.
Numberof
corrections
Thisdisplaysthenumberofcorrectionsofferedtotheuser.
Type
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
SelectYes,backupdatabaseifyouwanttocreateaSQLbackupofyour
storesproductdatabase.Deselectthisifyoudonotwanttocreatea
backupofyourstoresdatabase.
Backupproduct
images
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
Clickthistobeginthebackupprocedure.Whenthebackupprocedureis
complete,theViewlocalbackupsscreendisplays.
Cancel
ClickthistoreturntotheViewlocalbackupsscreenwithoutsavingyour
settings.
ViewingLocalBackups
ToviewthebackupsyoucreatedonyourInterspireShoppingCartserver,clickTools>
Backups.
BACKUPS 289
Figure 280 ViewingLocalBackups
Table 75 ViewingLocalBackups
Createabackup
Clickthistomakeanewbackup.SeeCreatingBackupsonpage287.
Deleteselected
Selectoneormorebackupsboxesandclickthistoremovethebackup
fromyourserver.Thebackupinformationcannotberetrieved.
SelectaboxbelongingtoanbackupbeforeclickingDeleteselected.
Selecttheboxatthetopofthecolumntoselectallbackups.
File/foldername
Thisdisplaysthenameofthebackupfileorfolderonyourserver.
Size
Thisdisplaysthesizeofthebackupfile.
Datecreated
Thisdisplaysthedateandtimeatwhichyoucreatedthisbackup.
Action
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
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.
Deleteall
ClickthistoremoveallsystemlogentriesfromInterspireShoppingCart.
Theloginformationcannotberetrieved.
Search
EnterasearchtermandclickSearchtosearchyoursystemlogforthe
term.
Youcanalsosearchbyseverity(selectaseveritylevelfromtheAll
severitieslist)orbytype(selectatypefromtheAlltypeslist).
SelectaboxbelongingtoalogentrybeforeclickingDeleteselected.
Selecttheboxatthetopofthecolumntoselectalllogentries.
Severity
Thisdisplaystheseveritylevelofeachlogentry.
Clickthistoexpandalogsdetails.Thisallowsyoutoseeallavailablelog
information.
Figure 290 ExpandedSystemLog
LOGS 297
Table 76 ViewSystemLogs
Clickthistoshrinkalogentryyoupreviouslyexpanded.
Note:Thisicondisplaysonlyforexpandedorders.
Module
Forsystemlogs,N/A(notapplicable)displays.
Summary
Thisdisplaysashortdescriptionofthelogentryscause.
Date
Thisdisplaysthedateandtimeatwhichthelogentrywascreated.
ViewingStaffActionLogs
ClickToolsinthetoolbar,thenclickStorelogs.ClicktheStaffactionlogtab.
298 LOGS
Figure 291 ViewStaffActionLog
Table 77 ViewSystemLog
Deleteselected
Selectoneormorelogentryscheckboxesandclickthistoremovethelog
entryorentriesfromInterspireShoppingCart.Theloginformation
cannotberetrieved.
Deleteall
ClickthistoremoveallsystemlogentriesfromInterspireShoppingCart.
Theloginformationcannotberetrieved.
Search
SelectaInterspireShoppingCartusersusernamefromthelisttoseeall
logscreatedbytheusersactions.
SelectaboxbelongingtoalogentrybeforeclickingDeleteselected.
Selecttheboxatthetopofthecolumntoselectalllogsentries.
Username
ThisdisplaystheusernameoftheInterspireShoppingCartadministrator
whoseactionsresultedinthelogentry.Clickausernametologinasthat
user.
Action
ThisdescribestheactiontakenbytheInterspireShoppingCartuserthat
resultedinthelogentry.
Date
Thisdisplaysthedateandtimethatthelogentrywascreated.
IPaddress
ThisdisplaystheIP(InternetProtocol)addressfromwhichtheInterspire
ShoppingCartuserloggedin.
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).
Productedition
ThisdisplaystheInterspireShoppingCarteditionname.
Hostingprovider
Thisdisplaysthenameoftheorganizationcurrentlyhostingyour
installationofInterspireShoppingCart.
PHPversion
ThisdisplaysthePHPversionnumber.
MySQLversion
ThisdisplaystheMySQLdatabaseversionnumber.
Serversoftware
ThisdisplaysdetailsofthesoftwareusedbytheserveronwhichInterspire
ShoppingCartisinstalled.
Operatingsystem
ThisdisplaystheoperatingsystemoftheserveronwhichInterspire
ShoppingCartisinstalled.
GDversion
ThisdisplayswhethertheserversupportsthePHPgraphicslibraryGD.
InterspireShoppingCartusestheGDlibrarytocreatetheCAPTCHA
imagesembeddedinpartsofyourstore(suchasthepageinwhich
customerscansubmitaproductreview).
Safemode
ThisdisplayswhethertheserverisrunningPHPinsafemode.Safemode
disablesorrestrictsavarietyofPHPfunctionsforsecurityreasons.You
mayfindthatsafemodeisenabledifyouareusingasharedserver.
Note:SafemodeisnotavailableinPHPv6.0.0.
Remoteconnection
support
Thisdisplayswhetherornotyourserverpermitsremoteconnections
(accessingyourMySQLdatabasefromanexternalIPaddress).
Note:Bydefault,MySQLserversallowconnectionsfromlocalhostonly.
Multibyte
functionality
ThisdisplayswhetherPHPsupportsmultibytecharacterencoding.Multi
byteencodingisusedforvariablewidthcharactersets,suchasChinese,
JapaneseandKorean(CJK).
PSpellfunctionality
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
Thisdisplaysthenameofyourstore,asitdisplaysinyourstorestitlebar.
Storeaddress
Thisdisplaysthepostaladdressofyourstore,asitdisplaysinyourstores
automaticallygeneratedinvoices.
314 MANAGINGSTORESETTINGS
Table 79 StoreSettings:WebsiteSettings(continued)
Useasecurecheckout SelectYes,useasecurecheckoutprocessifyouwanttouseSSL(Secure
process?
SocketsLayer)fororders.SeeSSL,TLSandSecureWebPagesonpage
306.
Storewebsite
ThisdisplaystheURL(UniformResourceLocator)ofyoursite.
Characterset
Thisdisplaysthekindoftextcharactersyourstoreuses.
Downloaddirectory
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
ThisdisplaystheemailaddressthatappearsintheFromfieldwhen
emailsaresenttoyourstorescustomersviaInterspireShoppingCart.
Lowinventory
notification
Ifyouhavesetupinventorytrackingforyourstoresproducts,andwantto
benotifiedwhenthelowinventorylevelisreachedforanytracked
product,selectYes,emailmewhenmystocklevelsreachtheirLow
Inventorylevelandenteryouremailaddressinthefieldthatdisplays.
Ifyoudonotwanttoreceiveemailnotificationswhenalowstocklevelis
reached,deselectthisoption.
Forwardorder
invoices
Ifyouwanttohavecopiesofalltheinvoicesyourstoresendsto
customers,selectTypetheemailaddressesabove,separatedby
commasandentertheaddressesinthefieldsthatdisplay.
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
Thisisthetitleofyourstoreshomepage,whichdisplaysinthecustomers
browserstitlebar.
Metakeywords
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
ThisdisplaysthetypeofdatabaseInterspireShoppingCartisusing.See
theDatabaseversionfieldforthedatabaseapplicationsversiondetails.
Databaseuser
Entertheusernameyouusetologintothedatabase.
Databasepassword
Ifyourdatabaserequiresapasswordforlogin,enterithere.
Databasehostname
EnterthehostnameorIPaddressofthedatabaseInterspireShoppingCart
uses.
Databasetableprefix
Entertexttoaffixtotables.Usethisifyourdatabaseincludesmultiple
tables.
Databaseversion
ThisdisplaystheMySQLversionnumber.
Save
Clickthistosaveyourstoressettings.
Cancel
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
Enterthecharacterusedinyourstoretoindicateadecimalpoint.
Thousandstoken
Enterthecharacterusedinyourstoretodenotegroupsofthousands
(everythreedigitsofanumber).
Decimalplaces
Enterthenumberofdecimalplacesusedformeasurementsinyourstore.
Yourtimezone
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
Clickthistosaveyourstoressettings.
Cancel
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
Thisdisplaysthehorizontaldimension(inpixels)ofthumbnailscreatedby
InterspireShoppingCart.
Featuredproducts
Thisdisplaysthenumberoffeaturedproductstodisplayonyourstores
mainpage.
Newproducts
Thisdisplaysthenumberofnewproductstodisplayonyourstoresmain
page.
Recentnewsitems
Thisdisplaysthenumberofnewsitemstodisplayonyourstoresmain
page.
Productsperpage
Thisdisplaysthenumberofproductsthatdisplayoneachcategoryor
searchresultspage.
Categorylistdepth
Thisdisplaysthenumberofcategorylevelstodisplayinyourstores
categorieslist.
Productreviewsper
page
Thisdisplaysthenumberofproductreviewstodisplayoneachproducts
page.Ifthetotalnumberofproductreviewsexceedsthisnumber,Next
andPreviouslinksdisplay.
Cartquantityboxes
Thiscontrolshowcustomersselectthenumberofproductstoorder.
SelectDropdownlisttoallowcustomerstoselectanumberfromalist.
SelectTextboxtoallowcustomerstoenteranumberinatextfield.
Addtocartbutton
position
ThiscontrolswheretheAddtocartbuttondisplaysinaproductpage.
SelectMiddleofthepagetohavethebuttondisplayunderneaththe
productdetails.
SelectSideofthepagetohavethebuttondisplayintherighthand
sidepanel.
Showquantityboxfor Selectthistoallowcustomerstoaddmultipleproductstotheirorderat
products
once.Ifyoudeselectthis,customerscanaddonlyasingleunitatatime.
Enabletagclouds?
Selectthistodisplaytagcloudsoneachproductpage.
Note:Atagcloudisalistofthewordscontainedinaproductpage,with
thosewordsthatappearmoreoftendepictedinalargerfont.
Enablecaptcha?
SelectthistousespamreducingCAPTCHAfieldsinyourforms.CAPTCHA
helpsreduceautomatedformsubmission(seeProductReviewsonpage
185formoreinformation).
Enablesearch
suggest?
Selectthisifyourstoreshouldoffersuggestionswhenacustomerenters
textinthesearchfield.
Note:Forsearchsuggestiontowork,yourInterspireShoppingCartserver
musthavePSpell(PortableSpellCheckerInterfaceLibrary)installed
andrunning.IfPSpellisnotrunning,searchsuggestionisdisabledby
default.
Showthumbnailsin
cart?
Selectthistohaveproductthumbnailimagesdisplayinyourstores
checkoutpage.
Showcart
suggestions?
Selectthisifyouwantalistofsimilarproductsdisplayaftercustomers
placeproductsintheircart.
Ifyoudeselectthisoption,customersaretakentothecheckoutpageafter
placinganitemintheircart.
Enableproduct
reviews?
Selectthisifyouwantcustomerstobeabletosubmitreviewsofyour
storesproducts.
MANAGINGSTORESETTINGS 321
Table 81 StoreSettings:DisplaySettings(continued)
Autoapprove
reviews?
Selectthisifyouwantanyreviewsubmittedbycustomerstodisplayin
yourstoreautomatically.
Note:Itisrecommendedthatyoudonotselectthisoption,inorderto
avoidinappropriatereviewsdisplayinginyourstorewithoutyour
knowledge.
Enablequicksearch?
Selectthisifyouwantcustomerstobepresentedwithalistofmatching
productsassoonastheybegintoentertextinyourstoressearchfield.
Showinventory
levels?
Selectthisifyouwantcustomerstobeabletoseehowmanyofeachitem
yourstorehasinstock.
Note:Theinventoryleveldisplaysineachproductsdetailspage.
Enablewishlist?
Selectthisifyouwanttoallowyourcustomerstocreatewishlists.
Note:Wishlistsallowcustomerstocreatealistofproductstheywould
like.Theycanthenreturntothelistlateron,orpassthelistsURLon
tootherpeoplewhoareliabletogivethemtheitemsasagift.
Enableproduct
comparisons?
Selectthistoallowcustomerstoviewmultipleproductonthesamepage,
inordertocomparethetwo.
Enableaccount
creation?
Selectthisifyouwanttoallowcustomerstocreatenewaccountsand
placeordersinyourstore.
Ifyoudeselectthis,thecheckoutfacilityisalsodeactivated.
Enablebulkdiscount? Selectthisifyouwanttoallowcustomerstotakeadvantageofquantity
baseddiscounts
Categoriesperrow
Thisdisplaysthenumberofcategoriesthatdisplayoneachrowofthe
categoriespage.
Brandsperrow
Thisdisplaysthenumberofbrandsthatdisplayoneachrowofthebrands
page.
Categoryimage
dimensions
Thisdisplaysthemaximumwidthandheightoftheimageusedtodepicta
category.
Imagessmallerthanthisdisplayattheirnativesize.Imageslargerthan
this(ineitherdimension)areresizedtofitthesedimensions.
Defaultcategory
image
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.
322 MANAGINGSTORESETTINGS
Table 81 StoreSettings:DisplaySettings(continued)
Showproduct
thumbnails?
Selectthisifyouwantthumbnailimagestodisplayforeachproductin
yourstoresViewproductspage.
Showproductsprice? Selectthisifyouwanttodisplayeachproductsprice.
Deselectthisifyoudonotwanttodisplayproductprices.
ShowproductsSKU? SelectthisifyouwanttodisplayeachproductsSKU(StockKeepingUnit
code)inyourstore,ifyourproductsuseSKUs.
DeselectthisifyoudonotwanttodisplaySKUs.
Showproducts
weight?
Selectthisifyouwanttodisplayeachproductsweight.
Deselectthisifyoudonotwanttodisplayproductweights.
Showproducts
brand?
Selectthisifyouwanttodisplayeachproductsbrand,ifconfigured.
Deselectthisifyoudonotwanttodisplayproductbrands.
Showproducts
shippingcost?
Selectthisifyouwanttodisplayeachproductsshippingcosts.
Deselectthisifyoudonotwanttodisplayproductshippingcosts.
Showproducts
rating?
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.
Categoryproductlist
Thiscontrolswhichproductsdisplaywhenacustomerlooksatacategory
page.
SelectShowproductsfromthecurrentcategoryonlytodisplayonly
productsinthespecifiedcategory,andnotfromchildcategories.
SelectShowproductsfromchildcategoriesifthecurrentcategoryis
emptytodisplayproductsinthespecifiedcategory.Productsfrom
childcategoriesdisplayifthespecifiedcategorycontainsnoproducts.
SelectShowproductsfromthecurrentcategoryonlytodisplay
productsinthespecifiedcategory,andfromchildcategories.
Tagcloudfontsize
Entertheminimumandmaximumfontsizesfortextinthetagcloud,asa
percentageofthestandardbodytextsize.
Note:Tagcloudsdisplayasmallfontwhenatermislooselyrelatedtoa
pagesubject,andalargerfontsizeastherelevanceincreases.
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?
SelectthisifyouwanttocreateaRSSfeedforyourstorespopular
products.Productsaddedtothepopularproductssectionareaddedtothe
feed.
Enablepercategory
feeds?
SelectthisifyouwanttocreateaRSSfeedforeachofyourstoresproduct
categories.Productsaddedtothecategorysectionareaddedtothefeed.
Enableproduct
searchfeeds?
SelectthisifyouwanttocreateaRSSfeedforaspecificsearchofyour
storesproducts.Newproductsmatchingthesearchcriteriaareaddedto
thefeed.
Enablerecentnews
feed?
SelectthisifyouwanttocreateaRSSfeedforyourstoresnewsitems.
Newsitemsareaddedtothefeedastheyarepostedinyourstore.
Enablesyndication
icons?
SelectthisiftheRSSsyndicationicon(
customersmayjoinafeed.
Products/itemsper
feed
ThisdisplaysthenumberofproductsornewsitemscontainedineachRSS
feed.
Cachefilesfor
Thisdisplaysthelengthoftime,inminutes,forwhichInterspireShopping
CartcachesRSSfeeds.
)shouldbevisiblewhere
Note:SetthistozerotodisableRSSfeedcaching(thisisnot
recommended).
Save
Clickthistosaveyourstoressettings.
Cancel
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
Clickthistosaveyourstoressettings.
Cancel
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).
Actionstolog
Selectthetypesofeventsthatyouwanttologfromthelist.
Typesofmessages
Selecttheseveritylevelsofeventsthatyouwanttolog.
Restrictlogto
Enterthemaximumnumberofsystemlogentries,orenterzerotologall
configuredsystemevents(recommended).
DisablePHPerror
messages?
SelectthisifyoudonotwanttologPHPerrors.
Enabledebugmode
Selectthistoturndebugmodeon.
Note:Whendebugmodeison,debugginginformation(pagegeneration
time,numberofdatabasequeriesandmemorydetails)displaysat
thebottomofeachpage.Alternatively,youcanenter?debug=1
attheendofanypagesURLtoviewdebugginginformationforthat
pagealone.
Enablestafflogging
SelectthistohaveInterspireShoppingCartcreatelogentriesfor
configurationchangesmadebyInterspireShoppingCartsadministrators.
TheselogsaredisplayedintheTools>StorelogsscreensStaff
actionlogstab(seeViewingStaffActionLogsonpage297).
Restrictlogto
Enterthemaximumnumberofstaffactionlogentries,orenterzerotolog
allstaffactions(recommended).
Save
Clickthistosaveyourstoressettings.
Cancel
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.
HTTPproxyport
Ifyouarerequiredtouseaproxyserverforexternalrequests,enterthe
proxyserversportnumberhere.Ifyouareunsure,contactyourservice
provider.
HTTPverifySSLpeer
SelectthisifyouuseaHTTPproxyserverandwanttoverifyitsSSL
certificate.
Note:Someserviceprovidersrequirethatyoudonotselectthis.Ifyouare
unsure,contactyourserviceprovider.
Save
Clickthistosaveyourstoressettings.
Cancel
Clickthistoreturntoyourstorespreviouslysavedsettings.
329
ManagingShippingSettings
ThischapterdescribeshowtousetheSettings>Shippingsettingsoptioninthetoolbar.
Figure 312 TheSettings>ShippingSettingsOption
ConfiguringYourStoresLocation
ClickToolsinthetoolbar,andthenclickShippingsettings.TheStorelocationtabdisplays
bydefault.
Figure 313 ShippingSettings:StoreLocation
Table 85 ShippingSettings:StoreLocation
Companyname
Enterthenameofthecompanyunderwhichyourstoretrades.
Companyaddress
Enterthestreetaddressofyourcompany.
Companycity
Enterthecityinornearwhichyourstoreisbased.
Companycountry
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
Clickthistosetupanewshippingzone.
Deleteselected
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)
www.royalmail.com
UPS,UPSOnlineTools
www.ups.com
USPS(shippingfromUSonly)
www.usps.com
AustraliaPost(shippingfromAustraliaonly)
www.auspost.com.au
Intershipper
www.intershipper.net
FedEx
www.fedex.com
CanadaPost(shippingfromCanadaonly)
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
Thisdisplaysthenameyouconfiguredforthisshippingmethod.
Shippingmethod
Thisdisplaysthetypeofshippingmethodyouconfigured.
Status
Thisdisplaysatick(
Thisdisplaysacross(
Action
ClickEdittomodifytheshippingmethodssettings.SeeZoneMethodson
page334.
)iftheshippingmethodisactive.
)iftheshippingmethodisnotactive.
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
Thisdisplaysthenameofthetaxoptionthatyouconfigured.
Taxrate
Thisdisplaysthepercentageofmatchingordersvalueaddedtothe
customersbillforthistaxrate.
Appliesto
Thisdisplaysthelocaletowhichthistaxrateapplies.
Status
Thisdisplaysatick(
Thisdisplaysacross(
Action
ClickEdittomodifythetaxratessettings.SeeConfiguringTaxSettings
onpage339.
)ifthetaxoptionisactive.
)ifthetaxoptionisnotactive.
343
ManagingCurrencySettings
ThischapterdescribeshowtousetheSettings>Currencysettingsoptioninthetoolbar.
Figure 335 TheSettings>CurrencySettingsOption
ConfiguringSupportedCurrencies
Toconfigurethecurrenciesthatyourstoresupports,clickSettingsinthetoolbar,thenclick
Currencysettings.TheCurrencyoptionstabdisplaysbydefault.
Figure 336 CurrencyOptions
Table 90 CurrencyOptions
Addacurrency
Clickthistosetupanewsupportedcurrency.SeeAddingorEditinga
Currencyonpage344.
Deleteselected
Selectacurrencyscheckboxandclickthistoremovethecurrencyfrom
InterspireShoppingCart.Thecurrencyinformationcannotberetrieved.
Updateselected
exchangerates
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
Thisdisplaysthenameofthesupportedcurrency.
Exchangerate
Thisdisplaysthelastretrievedexchangeratebetweenthiscurrencyand
thedefaultcurrency.
Note:Forthedefaultcurrency,1displays.
Status
Thisdisplaysatick(
Thisdisplaysacross(
)ifthecurrencyisactive.
)ifthecurrencyisnotactive.
Action
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.
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
Clickthistosetupanewgiftwrappingoption.SeeAddingandEditingGift
WrappingOptionsonpage380.
Deleteselected
Selectoneormoreoptionscheckboxandclickthistoremovetheoption
oroptionsfromInterspireShoppingCart.Theoptionsdetailscannotbe
retrieved.
SelectoneormoreoptionsboxesandclickDeleteselectedtoremovethe
optionsfromInterspireShoppingCart.Theoptionsinformationcannot
beretrieved.
Selecttheboxatthetopofthecolumntoselectallorders.
Name
Thisdisplaysthedescriptivenameofthegiftwrappingoption.Thisname
isvisibletoyourstorescustomers.
Price
Thisdisplaystheextracostofchoosingthisoption.
Visible
Thisdisplaysatick(
Thisdisplaysacross(
Action
ClickEdittomodifyagiftwrappingoptionsdetails(seeAddingand
EditingGiftWrappingOptionsonpage380).
ClickDeletetoremoveagiftwrappingoptionfromInterspire
ShoppingCart.Theoptionsdetailscannotberetrieved.
)iftheoptionisvisibletocustomers.
)iftheoptionisnotvisibletocustomers.
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
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
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
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
F
FAQlinks 385
favoritecustomers 162
featuredproductsettings 305, 318
featuredproducts 185
features,extra 281
feed,Googleproducts 254
feedback 185
fees,handling 333, 351
fieldenclosure 179
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
400 INDEX
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
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
N
name,font 77
name,store 305, 312, 329
namedanchors 83
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
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
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
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
S
safemode 300
salesmanagerpermissions 115
salesmarkers 266
salesperformance 270
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
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
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
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
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
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
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
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
X
XCart 291
XMLAPI 115
Z
ZenCart 291
ZIPcode(store) 330
ZIPcodes 333
zonemethods 331, 334
zonesettings 331
zones,shipping 330
zoom,maps 266