Solaris Whole Health ONLINE STORE PROTOCOL FOR ONLINE STORE THIS PROTOCOL IS USEFUL IN CHANGING OR ADDING NEW PRODUCTS TO ENSURE EASE OF USE FOR ONLINE ENDUSERS AND AIDS FRONT DESK EMPLOYEES TO ENSURE TIMELY AND ACCURATE TRANSACTIONS WITH PRODUCTS AND CLIENTS. *** NEVER CHANGE ANYTHING ON THE MASTER SCREEN PAGE. IT WILL CHANGE THE SHIPPING METHODS FOR EVERY PRODUCT!!!, ALL CHANGES THAT NEED TO BE MADE FOR A PRODUCT MUST BE MADE BY CLICKING ON THE PRODUCT NAME FROM THIS MASTER SCREEN. THAT WILL BRING YOU TO THE PRODUCT INFORMATION SCREEN WHERE ALL CHANGES NEED TO BE MADE. THIS SEEMS TIME CONSUMING, BUT IT IS THE ONLY WAY TO AVOID THIS SHIPPING GLITCH IN THE SOFTWARE. CLICK SAVE ON THE BOTTOM LEFT CORNER OF ‘THE PAGE EVERYTIME A CHANGE IS MADE. *** *** ALWAYS DOUBLE CHECK ANY CHANGES AS THE “GUEST” CLIENT TO MAKE SURE EVERYTHING CAN BE VIEWED PROPERLY. *** *** PRICING SHEETS ALL PRICING SHEETS CAN BE FOUND IN THE BINDER LABELED BOOK 1 AT THE FRONT DESK. *** TABLE OF CONTENTS 1. ADDING A NEW PRODUCT 2. PRODUCT NAME CHANGE 3. BARCODES: ‘4. PRICING 5. WEIGHT w]es|esleala] a 6.SUPPLIER/BRAND/ CATEGORY/SUBCATEGORY 7. SHIPPING 8. VARIANTS: ‘9. IMAGES 10. DISCONTINUED PRODUCTS xs]efen a 11, REACTIVATING PRODUCTS LOGGING IN AND GENERATING A LIST OF PRODUCTS/ ADDING A NEW PRODUCT TODO: 1. LOG IN WITH USER NAME/ PASSWORD 2. CLICK TOOLBOX, CLICK PRODUCTS, CLICK MANAGE PRODUCTS.Solaris Whole Health | 2 ONLINE STORE 3. CLICK ADD A NEW PRODUCT OR GENERATE A LIST BY CHOOSING SEARCH OPTIONS (BRINGS YOU TO MASTER SCREEN) 4. CLICK ON SWHMB TAB. LOG IN WITH USERNAME AND PASSWORD ON THE UPPER RIGHT SIDE OF THE SCREEN. 5. AT THE UPPER LEFT CORNER OF THE SCREEN CLICK ON THE FOLLOWING TOOLBOX, PRODUCTS, MANAGE PRODUCTS. YOU CAN NOW SORT TO GENERATE A LIST OF PRODUCTS ON THIS PAGE OR ADD A NEW PRODUCT. a. TO ADD A NEW PRODUCT CLICK THE ADD NEW PRODUCT BUTTON ON THE TOP RIGHT OF THE SCREEN. *** FOLLOW THE ENTIRE PROTOCOL AFTER THIS STEP TO ENSURE ALL NEEDED INFORMATION IS INPUTED PROPERLY*** b, TO SEARCH FOR A LIST OF PRODUCTS CLICK ON THE DESIRED SEARCH OPTIONS AND HIT THE SEARCH BUTTON. THE SCREEN THAT COMES UP IS THE MASTER SCREEN WHERE NO CHANG! CAN BE MADE. TO MAKE A CHANGE ON A PRODUCT, CLICK ON THE PRODUCT FROM THIS SCREEN AND CONTINUE. PRODUCT NAMES TO DO: 1, TYPE PRODUCT NAME FROM PRICE LIST IN PRODUCT NAME BOX 2. TYPE PRODUCT NAME /OR FORMER NAME IN SHORT DESCRIPTION 3. TYPE ONLY A FORMER NAME IF APPLICABLE IN LONG DESCRIPTION ALWAYS CHECK THE PRODUCT NAME BY MATCHING IT AGAINST THE. LATEST PRICING SHEET. THE PRODUCT NAMES WILL CHANGE OCCASIONALLY, AND KEEPING OUR RECORDS IDENTICAL TO THE PRICING SHEETS EASE CONFUSION ABOUT PRODUCTS. SHORT DESCRIPTION: THE SHORT DESCRIPTIONS SHOW UP AS A POP-UP AS YOU HOVER OVER A PRODUCT ON THE ONLINE FRONT USER SCREEN. PLACE A COPY OF THE PRODUCT NAME IN THE SHORT DESCRIPTION WINDOW. IF THE PRODUCT NAME, PUT THE FORMER PRODUCT NAME IN THE SHORT DESCRIPTION, LONG DESCRIPTION: THE LONG DESCRIPTION WILL SHOW UP AFTER YOU. CLICK ON A PRODUCT AND YOU CAN PUT MORE INFORMATION ABOUT THE, PRODUCT. LEAVE THIS BLANK.Solaris Whole Health ONLINE STORE BARCODING TO DO: PLACE CURSUR IN BARCODE BOX AND SCAN PRODUCT BARCODES: PLACE CURSER IN BARCODE BOX AND SCAN PRODUCT. IT WILL AUTOMATICALLY COME UP. (BARCODE LABEL LINE 1 AND 2 ARE ONLY USED IF YOU ARE PRINTING LABELS AND ARE NOT NEEDED TO COMPLETE THE PROTOCOL). PRICING TO DO: PRICING SHEETS ARE LOCATED IN BOOK 1 1, OUR COST: PUT IN PRICE OFF PRICING SHEET 2. RETAIL PRICE AND ONLINE PRICE WILL BE SAME: USE PRICE FROM PRICING SHEET MAKE SURE THE PRICING MATCHES THE PRICING FROM THE LATEST PRICING LIST. CHECK TO MAKE SURE OUR COST, RETAIL PRICE, AND ONLINE PRIC ARE FILLED OUT CORRECTLY. RETAIL AND ONLINE PRICE WILL BE ‘THE SAME. IF THERE IS ANY CONFUSION, OUR COST WILL BE LESS MONEY THAN THE RETAIL AND ONLINE PRICE. SHIPPING WEIGHT WEIGH PRODUCT ON A SCALE AND INPUT THE DATA IN THE SHIPPING WEIGHT BOX. SUPPLIER/ CATEGORY/ SUBCATEGORY TO DO: CHOOSE CORRECT LABELS FOR SUPPLIER, CATEGORY, AND SUB CATEGORY CATEGORY OPTIONS: CATEGORY NOT ASSIGNED EDUCATIONAL MATERIALS NEUTRACEUTICALS OTHER PRODUCTSSolaris Whole Health ONLINE STORE SUBCATEGORY OPTIONS: EDUCATIONAL ‘NEUTRACEUTICALS OTHER PRODUCTS MATERIALS NONE BARS NONE BOOKS MEDICAL FOODS SUPPLEMENTS. ‘THESE BOXES SHOULD ALL BE FILLED OUT ACCORDINGLY. THIS NEEDS TO BE DONE TO AID FRONT END USERS TO DO PRODUCT SEARCHES. SHIPPING TOD Pes CLICK ON SOLD ONLINE AND UNDER COLOR SELECT SWH INVENTORY. SAVE. CLICK NEXT UNDER PRODUCT NAME. UNCHECK SOLD ONLINE AND SELECT DIRECT SHIP ONDER COLOR. ONLY ONE VARI cLick ON SOLD ONLINE AND UNDER COLOR SELECT SWH INVENTORY. SAVE. CLICK ADD A NEW COLOR/ SIZE VARIANT UNDER COLOR SELECT DIRECT SHIP CLICK ADD NEW VARIANT- FILL OUT THIS PAGE SO IT LOOKS IDENTICAL TO THE 15™ PAGE EXCEPT FOR SOLD ONLINE AND SHIPPING INFORMATION. WE WANT TO MAKE SURE 1 "HOWEVER, WE ALSO NEED A DIRECT SHIPPING OPTION FOR US SO WE CAN ORDER DIRECT FROM THE SUPPLIER. TO DO THIS: CHECK OFF SELL ONLINE ON THE RIGHT SIDE OF THE SCREEN AND PULL UP i. SWH INVENTORY UNDER THE COLOR WINDOW. THIS WILL DISPLAY WHAT WE WANT ON THE FRONT USER SCREEN. PRESS THE NEXT ARROW UNDER THE PRODUCT NAME. THIS WILL BRING UP A DUPLICATE SCREEN OF THE PRODUCT, EXCEPT FOR DIFFERENT SHIPPING INFORMATION. (IF A 28? SCREEN FOR THE PRODUCT DOES NOT COME UP, YOU WILL HAVE TO ADD A VARIANT, WHICH DIRECTIONS FOR WILL FOLLOW.)? ON THIS SCREEN, UNDER COLOR, CHOOSE 2- DIRECT SHIP AND MAKE SURE THE BOX FOR SELSolaris Whole Health ONLINE STORE WHEN LOOKING AS A FRONT USER, WE WANT THE CHOOSE SHIPPING OPTION TO ONLY READ SWH INVENTORY. IF DIRECT SHIPPING AND THE SELL ONLINE BUTTONS ARE CHECKED, DIRECT SHIPPING WILL SHOW UP ON THE FRONT USER SCREEN. WE ONLY WANT THE ONE SHIPPING METHOD TO CHOOSE FROM TO AVOID CONFUSION FOR THE CLIENT. VARIANTS TO DO: SEE PAGE 4 UNDER SHIPPING 1. UNDER THE MASTER SCREEN IS A VARIANTS ROW WITH EITHER THE NUMBER 1 OR 2. THIS TELLS US THAT THERE ARE 1 OR 2 SHIPPING METHODS, WE WANT THERE TO BE 2 METHODS. 1= 1 SHIPPING METHOD, 2=2 SHIPPING METHODS. WHEN THE VARIANT IS 2, MAKE SURE THE 15" VARIANT, THE SWH INVENTORY IS CHECKED OFF TO SEE ONLINE THE 2"? VARIANT IS DIRECT SHIPPING THAT CANNOT BE SEEN BY THE FRONT USER ON THE ONLINE STORE. (SEE SHIPPING ABOVE FOR FURTHER INSTRUCTIONS) 2. ADDING A 28° VARIANT WHEN ADDING A PRODUCT OR EDITING AN EXISTING PRODUCT WITH 1 VARIANT. ON THE SCREEN YOU ARE CREATING THE PRODUCT ON, FILL OUT THE SHIPPING INFORMATION ACCORDING TO SWH INVENTORY PROTOCOL. ONCE THAT INFORMATION IS COMPLETED, CLICK ON THE ADD A NEW COLOR/ SIZE \RIANT. ‘THIS WILL OPEN UP A DUPLICATE SCREEN WHERE YOU CAN CHANGE THE SHIPPING. INPUT ALL OTHER INFORMATION AS SEEN IN ‘THE 15T PRODUCT SCREEN. *** “THAT COLOR/ SIZE VARIANT ALREADY EXISTS” ‘THIS OCCASIONALLY WILL COME UP AS A WARNING WHEN TRYING TO CREATE A 28° VARIANT. THERE ARE 2 REASONS THIS COULD HAPPEN: 1. IF A 2NP VARIANT DOES NOT SHOW UP ON THE MASTER SCREEN, ALL THE PRODUCT INFORMATION MAY NOT BE CORRECTLY FILLED OUT. a. CLICK ON PRODUCT NAME ON MASTER SCREEN, DOUBLE CHECK TO MAKE SURE ALL PRODUCT INFORMATION IS CORRECTLY FILLED OUT. SAVE. b. CLICK RIGHT ARROW UNDER PRODUCT NAME. IF A 2X? VARIANT COMES UP, FILL OUT ALL PRODUCT INFORMATION. SAVE. 2. THE 28 SITUATION IS IF THE ITEM WAS INPUTTED INTO THE SYSTEM, BUT THE DISCONTINUED BUTTON WAS CHECKED OFF. a. TO UNDO THIS, CHOOSE DISCONTINUED PRODUCTS ONLY IN THE 38 SEARCH BOX.Solaris Whole Health | 6 ONLINE STORE b. CLICK ON PRODUCT FROM MASTER SCREEN AND UNCHECK DISCONTINUED. SAVE. c. A2N VARIANT WILL NOW BE THERE, UPLOADING PHOTOS TODO: 1. FIND PHOTO ONLINE, SCREENSHOT (COMMAND, SHIFT, 4) OR USE A PREVIOUSLY UPLOADED PHOTO 2. CLICK CHOOSE PHOTO, DOUBLE CLICK SCREENSHOT FROM DESKTOP OR OTHER PHOTO, ON THE PRODUCT INFORMATION SCREEN, SCROLL DOWN TO THE BOTTOM LEFT, IF A PRODUCT NEEDS THE PHOTO UPDATED, 15t HIT DELETE LOCATED UNDER THE PHOTO. TO UPLOAD A NEW PHOTO CLICK ON THE UPLOAD A PHOTO. 1, TO FIND THE DOWNLOADED IMAGES: MY DITTO- FRONT DESK- ONLINE STORE INFO- PRODUCT PICTURES ANS IMAGES- SELECT VENDOR- SELECT IMAGE. 2. IF A VENDOR DID NOT SUPPLY AN IMAGE, A PICTURE OF THE PRODUCT MAY BE COPIED BY SEARCHING FOR THE PRODUCT ONLINE, COPYING ‘THE IMAGE (COMMAND, SHIFT, 4) AND THEN UPLOADING THE PHOTO, THE PHOTOS WILL BE LOCATED ON THE DESKTOP AND WILL BE. LABELED SCREEN SHOT, DATE, TIME. IT IS BEST TO RELABEL THESE IMAGES AND PUT THEM INTO THE CORRESPONDING VENDORS IMAGE FOLDER EXTRAS IF ANY PRODUCTS ARE HIGHLIGHTED PALE YELLOW ON THE MASTER SCREEN: IT IS A NOTIFICATION LETTING YOU KNOW THAT THE PRODUCT WAS ADDED ‘THROUGH THE RETAIL SCREEN, AND THE INFORMATION IS INCOMPLETE. )NTINUED PRODUCTS: DO NOT CLICK THE DISCONTINUE PRODUCT FROM THE MASTER SCREEN!!!Solaris Whole Health | 7 ONLINE STORE IF A PRODUCT IS NO LONGER CARRIED THROUGH SOLARIS WHOLE HEALTH: TODO: 1. CLICK ON THE PRODUCT FROM THE MASTER SCREEN, 2. CHECK DISCONTINUE UNDER PRODUCT NAME. 3. SAVE. ‘TO REACTIVATE A PRODUCT IN MIND/BODY: TODO: 1. SEARCH FOR DISCONTINUED PRODUCTS FROM MANAGE PRODUCTS SCREEN. 2. CLICK ON PRODUCT FROM MASTER SCREEN. 3. UNCHECK DISCONTINUE, 4, SAVE, YOU WILL NOT BE ABLE TO DELETE ANY PRODUCTS FROM MIND/BODY. IF YOU NEED TO REACTIVATE A PRODUCT, DO A SEARCH FOR DISCONTINUED PRODUCTS, UNCHECK DISCONTINUE. SAVE. YOU MIGHT NEED TO REACTIVATE A PRODUCT WHEN CREATING A NEW VARIANT OR NEW PRODUCT. A MESSAGE WILL COME UP “THAT COLOR/SIZE VARIANT ALREADY EXISTS” AS AN INDICATOR THAT IT EXISTS IN THE SYSTEM, YOU MAY NEED TO REACTIVATE IT.