865 Laurel Street San Carlos, CA (650)

Transcription

1 865 Laurel Street San Carlos, CA (650)

2 Table of Contents 1. Introduction The Control Panel Interface...4 a. CounterPoint Entries...5 b. Configuration Menu...5 c. Item Information...38 d. Upload Pictures...39 e. Coupons...40 f. Category Notes...40 g. Web Text...41 h. User Passwords...42 i. Pre-Build Categories...44 j. Ecommerce Flag Utility...44 k. New Items Utility...44 l. Mailing List Utility...44 m. Clearance/Sort Utility...45 n Category Specials File...45 o. Shipping File...45 p. Remove Bad Records...46 q. Logout Adding pictures to your site Passwords and Registration...49 a. Login with No Password...49 b. Login with Administrator Assigned Password...49 c. User Self-Registration Payment Methods Modifying Data Files...56 a. Modifying the SHIPPING.DATA file...56 b. Configuring Related Items...57 c. Modifying the ZIP code-based tax tables Other Features...59 a. Reorders...59 b. Quick-Orders...60 c. Order History...61 d. Specials and MSRP Pricing...63 e. Advanced Search...66 f. Reports...67 g. Shipping Confirmation...68 h. Website Statistics Converting from CPOnline Appendix A- Software Developer Tags...71 Index

3 1. Introduction CPRealtimeSQL is a template-based online web store for tickets or orders, complete with shopping cart and item-search functions. Simply pick which products within CounterPoint you want to sell on the web store, and then only those products, along with their price, a long text description and graphic image, are displayed on the web site. CPRealtimeSQL seamlessly integrates the web store with the CounterPoint database in realtime. Changes, additions or deletions to data in CounterPoint are automatically updated in the web store. It's like magic...whatever you do in CounterPoint...live...also happens on your web site! This amazing, yet very easy to use, software brings all the power of CounterPoint right into your web store--pricing by customer or item; product colors and sizes; shipping by FOB shipping point or FOB destination; special discount options; even sales tax calculation by zip code and lots more. Furthermore, it provides direct, real-time internet access to CounterPoint data from anywhere in the world...24-hours a day. Product Prices are computed based upon contract sales or custom pricing entered in CounterPoint SQL either by item or by customer. No uploading, downloading or recomputing product prices is necessary. Group pricing, BOGO, and quantity pricing are also fully supported. CPRealtimeSQL also includes wish lists, gift registry, related products, product specification download and display, advance item search, including vendor fast order entry, reorder and blanket orders. Multiple login functionality or guest customer purchasing allows the security and flexibility necessary to run any storefront. Product images can be loaded for some or all products, including support for multiple images for gridded item colors. 3

4 2. The Control Panel Interface This feature in CP Realtime SQL makes managing your Website easy. We have provided a single browser-based interface that allows you to make changes to your site in seconds. This section will cover each of the functions available in this interface. Function a: CounterPoint Entries b: Configuration Menu c: Item Information d. Upload Item Pictures e: Coupons f: Category Notes g: Web Text h: User Passwords i Pre-build Categories j. EC Flag Utility k: New Items Utility l: Mailing List Utility m: Clearance/Sort Utility n: Category Specials File o: Shipping File p: Remove Bad Records q: Logout Access the Web-based Control Panel interface by going to the cpanel subdirectory from the root of your site. Example: Log in as the Administrator. The user name is ADMIN and the default password is admin. Note: The password is case-sensitive; you must type upper and lower case precisely. 4

5 a. CounterPoint Entries Be sure that the following entries have been made in Counterpoint in order to synchronize your website. A. Web Store id (can be an existing store id). B. Station id user for web orders. C. Register id used for web orders. D. Drawer id used for web orders. E. Web credit card (WEB_CC) if you are using real-time credit card authorization on your website 1. The pull-down for do not process as EDC transaction must be selected. 2. Check the Sales Person Box, Disable Login, Click Setup Batches Button F. Set up a user WEB with full rights. G. Set up a WWWGUEST customer, which will act as a template for new registering customers or guest customer sales. H. Set up a non-inventory, gridded item GIFTWRAP with events types and ribbon colors as option1 and option2 in Counterpoint. I. Copy images for the Giftwrap paper and ribbon colors into the images directories in accordance with the CPSQL Pictures Guide. J. Add Gift Registry Event to CounterPoint (If feature is registered) 2. Be sure that the following entries have been made in the [CPREALTIME] section of the website configuration using the administrative module. (see manual) A. The above items A-G should be entered in appropriate fields. B. Tax codes, both taxable and Out of State should be entered as they are in Counterpoint. 1. Taxable States should also be entered. C. Misc field number used for Shipping in Counterpoint. D. FOB tax code if you are using FOB destination taxation. (not supported in Counterpoint, but configurable in your website). E. The transaction type, ( T-Ticket or O-Order ) you want you sales from the website to be in Counterpoint. This is all or none. F. Accounts Receivable pay code in Counterpoint if you are allowing A/R pay types on your website. G. Profit Center number in Counterpoint assigned to Web Sales. Note: These are the minimum entries necessary provide real-time integration between your website and Counterpoint SQL. Other options are available to turn on or configure other features within CP Realtime SQL. Please refer to the detailed User Manual to configure those features. b. Configuration Menu Almost everything about CP Realtime is controlled by the CONFIG.PHP file. Features are enabled or disabled by editing this configuration file. While this file can be edited manually (using a text-only editor such as Notepad), this interface allows you to make changes from any workstation that has Web access. 5

6 Login features, display of products, sales tax, shipping, payment methods, discounts, , and the CounterPoint interface all have separate sections in the configuration file. Modifying these entries will change the look and function of your Web site. Other features such as custom shipping, long descriptions for items, related items, and specials each have their own configuration file. This Web-based interface allows you to make changes to this configuration file in a userfriendly manner. This section of the manual details what each entry is for, what you can change, and how those changes will affect the look and function of your CP Realtime website. Most items are preset with a default entry which simplifies the turning on or off features you want on your website. Although we mention all features and settings, most are set at setup and never have to be reset or changed. Each section may have a general comment on what that section is for and will be followed by a detailed explanation of each line. The layout will follow this general format: Section Name [General comments about the section.] Item Name Explanation of the item. Item Name Explanation of the item. Once the Administrator is logged in, look for the Configuration Menu on the left. 6

7 In the Configuration Menu, select the section you want to edit. The sections are listed alphabetically. Within each section, there are notes before some entries to explain what the entry is for and what are acceptable entries. Basics Store Name This is the name of your store as you wish it to appear on the head of each Web page and in the receipt. It may contain up to 256 characters including spaces and punctuation. Web Site Url This setting is set during the CP Realtime installation. This should be set to the absolute URL for the CPRealtime Web site (e.g. There is no default value. Homepage Url This setting is set during the CP Realtime installation. This is the homepage URL of your website. The default value is the same as the 'Web Site URL' setting above followed by "/index.php". Secure URL The primary function of this entry is to turn SSL connections (https) on or off. Change "http" to "https" to enable Secure connections. 7

8 Currency Symbol The currency symbol is defaulted to dollars. It can be changed to any currency. Calculation Sequence Cart calculate discount calculate shipping calculate sales tax By increasing the numerical value (1,2,3) you can define when the specific value gets calculated. If you want the discount to be applied before the shipping, then the discount and sales tax would be 1 and the shipping would be 2. If any of the parameters are set to 0, then it does not get calculated. Invalid Quantity Message This setting enables you to format the message when a customer enters a quantity that is not valid. For example, if a customer enters.5 for a quantity, your message would then pop up on the screen stating, You have entered an invalid quantity. Please go back and enter a valid quantity. Delete Cart at Checkout When a customer submits an order, do you want the items in the cart to be deleted or remain in the cart? The default value is "false" (keep the items in the cart). Inactivity Timeout Clearance The number of hours of inactivity before the cart is deleted from the SQL Table. The default value is 24. You can use the Clearance/Sort Utility to mark items for clearance. You must have an available Profile Alpha Field (1 to 5) Enable Clearance Enable or disable the display of Clearance items as a lookup choice. Mark Clearance Field Set the field to use in order to flag clearance items (PROF_ALPHA_1, PROFILE_ALPHA_2, etc.). There is no default. 8

9 Mark Clearance Flag Set the character to be used in order to mark an item as a clearance item. Default is C. Clearance Percentage CPRealtime The percentage the Clearance Item will be discounted. (i.e. 40 = 40%) Default Location Code This is the CounterPoint code for the default warehouse that you want online orders to be shipped from. The default value is "MAIN" - use this default if you do not use warehouses. Web Sale Location This is the CounterPoint code for the default sales location that you want sales to be made from if the sell-from-location is different than the inventory location. The default value is 1. Display Item Types This will restrict the items available to the CounterPoint Web sales system to only those items that match the item types included here. The values are the one-character codes for the CounterPoint item types (e.g. I=Inventory, C=Consignment, etc. - see picture below). Entries should be separated by commas and have no spaces. The default setting is I" (inventory items only). 9

10 Display In Stock Only This feature allows the owner to only display items that are in stock. Set to True if Outof-Stock items should not appear on the website. The default value is True. Sell In Stock Only If you want to display items that are not in stock (previous setting), but not allow customers to add more than available items to the cart, set this to true. Sell From Default Location Only When limiting orders to stock-on-hand (previous setting), do you want the available quantities to be taken from the default location only, or from all available stores? Use Ecommerce Flag This setting determines whether you restrict the items displayed on the website to only those items that are marked as e-commerce items. By default, in order for CP Realtime to include a category/subcategory combination in the Category Menu (on the left side of the pages), at least one item in each category/subcategory combination must have this flag set. If you want all items that are in those flagged category/subcategories to appear for sale on the Web site, leave this setting blank. Otherwise, if you want to restrict the available-on-the-web items to only those items you have flagged, set this to "True". The default value is false. Use Allow Purchase Flag Set this to true to use the Item Extension table to enable or disable the Buy button on the item pages (see item information utility). Use Charge Freight Flag This is used to mark certain items as non-freight items (software downloads, gift cards, etc.). If you need to have non-shipping items available, set this to true. Use the item information utility to set this or set it in the Ecommerce section of the Item screen in CounterPoint. Web Sales Rep This is the Sales Representative that you wish to use for online orders. The default value is "WEB". Quantity/Price Decimal Places This is the setting for how many places past the decimal point the Web store will use and display for item prices. The default value is "2" (to the nearest penny). 10

11 Store ID This is the CounterPoint code for the default warehouse that you want online orders to be shipped from. The default value is "MAIN" - use this default if you do not use warehouses. Web Sales Store ID This is the CounterPoint code for the web sales store ID that you want sales to made from. The default value is 1. Web Usr ID This is the Sales Representative that you wish to use for online orders. The default value is set to WEB. Use this field in conjunction with the Web Sales Rep. Station ID This is the CounterPoint code for the default Station you want online orders to go to. The default setting is 1. Web Drawer Id This is the CounterPoint code for the default drawer you want online orders to go to. The default setting is 1. Enable AR Credit This feature enables the customer to pay for their order by AR Credit. The default value is False. Enable Second Pay Type This feature enables the customer to pay for their order in multiple ways. The default value is True. (i.e. Credit Card for half the order, and A/R for the other half) PO Prompt Number When A/R Purchas Orders are allowed, which prompt field in CounterPoint is used for the PO Number? Leave it Blank if it is not used. The default setting is 1. Profit Center See Appendix B: Credit Card Setup. This is a required field in the Realtime interface. The default setting is Blank. PreAuth Credit Card Pay Code 11

12 This is a required field in the Realtime interface. The default setting is WEB. See Appendix B: Credit Card Setup Cash Receipt Pay Code This is the CounterPoint code that will be placed in a customers order when they pay cash. If you do not wish to use this feature, leave it blank AR Pay Code This is the CounterPoint code that will be placed in a customers order when they pay through AR Credit. If you do not wish to use this feature, leave it blank Gift Card Pay Code This is the CounterPoint code that will be placed in a customers order when they pay by Gift Card. If you do not wish to use this feature, leave it blank Discount Code This is the code you need to create in CounterPoint for web coupons. (Setup->Point of Sale->Discount Codes). It needs to be a Prompted Amount with $0. Enter that code here. Taxable States These are a list of two-letter state abbreviations (for nexus) separated by commas. Tax Codes This should have an entry for each state that your company has a presence (a nexus) in. The first part of each entry must be the two character state code followed by a colon. The second half of each entry must match the customer tax code that you use in CounterPoint - check in CounterPoint to verify. As an example, we have included an entry for a California-based company with a nexus in Colorado where CAL and COL are the CounterPoint customer tax codes. Entries should be separated by commas and have no spaces. Out Of State Code This should be your CounterPoint customer tax code for an out-of-state (non-taxable) sale. The default value is "OST". FOB Shipping Point This field charges freight based on the shipped from location. The default setting is false. If it is false, the freight will be based on the shipped to location. 12

13 FOB Default Tax Code If the FOB Shipping Point is True, this field sets the location of the tax code used. Shipping Misc Charge Field This field puts the shipping charge in one of five fields in CounterPoint. This field needs to be set to whichever field is marked as the shipping charge field in CP. The default for this field is 1. Append Sell Units This field sets the sell units you want to use for specific items. The stock units are based out of CounterPoint. For example, DOZ(dozen) SLV (sleeve) or EACH. Enable Gift Cards In order to allow the usage of gift cards or gift certificates, this field must be selected as True. The default value for this field is True. Transaction Type This field is set to O for web orders to be placed in CounterPoint as Orders, or T for web orders to be placed as Tickets in CounterPoint. Use Ecommerce For Category list Turn this on to save the category/sub-category menu into a text file to speed up the website. You only need to do this once every time you change the categories/subcategories. Use Ecommerce Descriptions Turn this on to use the Item Descriptions from the built in e-commerce settings in CounterPoint. This is primarily used for transitioning to CPRealtime from CPOnline. Update Price Groups Text File Turn this on to save the price groups from CounterPoint into a text file to speed up the pages. You only need to do this once every time you change the price groups (Contract, Promotions/Specials). Used primarily if there are a lot of entries and a slow data line. Update Categories Text File Turn this on in order to update the categories/sub-categories into a text file. This will speed up the web page. You only need to do this once every time you change the categories/sub-categories. The default value for this field is False. Category Levels 13

14 How many sub levels do you want to use: Category, sub category, sub sub category, etc. The default value is 2 and the maximum amount of sub levels is 4. Category Level Basis Credit Cards This lists which items fields are used for Category, sub category, sub sub category. For example, C = Category, S = Subcat, 1 = Profile Code 1, 2 = Profile Code 2, etc. This is not used if you are using E-Commerce for catlist. Use CC Authorization This enables or disables real-time credit card processing. The default value is "false". Accepted Cards What credit cards do you accept?. The default value is "Visa,Mastercard,Discover,American Express". Gateway This is the module to use for real-time credit card authorization. The default value is "authorizenet". Use CCV This enables or disables the requirement for entering the Credit Card Verification (CCV) code from the back of the customer's credit card. The default value is "false". X Login This is the login identification number given to you by the credit card authorization company. There is no default value. X Tran Key This is the transaction key given to you by the credit card authorization company. There is no default value. X Merchant This is the address to whom credit card authorization failures and errors will be sent. This should match the address used when applying for the merchant ID. There is no default value. X Type 14

15 This is the transaction type. There are two values that can be used here: "AUTH_ONLY" and "AUTH_CAPTURE". "AUTH_ONLY" will authenticate the credit card, but will not process the transaction. "AUTH_CAPTURE" will authenticate and process the transaction. The default value is "AUTH_CAPTURE". X Customer Do you want a confirmation of the credit card transaction to be sent to the customer by the CC Authorizing agency? The default value is "false". X Merchant Do you want a confirmation of the credit card transaction to be sent to you (the X_Merchant_ address above) by the CC Authorizing agency? The default value is "false". X Currency Code This is the currency that the CC transaction will be processed in. The default value is "USD" (US dollars). Database Use ODBC DSN This feature gives the owner the option to use ODBC instead of direct SQL connection. The default for this setting is False. The Database Source Name, DSN, is your company name if you are using ODBC. SQL Server This is the host name or IP address of the SQL server you are using if you are not using ODBC. Database Name This is the name of the SQL database on the SQL server if you are not using ODBC. Username This is your user name that you use to login for ODBC connector or SQL connector. Password This is the user password you use to login for ODBC connector or SQL connector. 15

16 Session Timeout This field will automatically logout a user when they are idle for a particular amount of time. The default is set to 60 minutes. Discounts These discounts may be combined. They are applied in the order presented here (quantity, subtotal, form field). Qty Discount This enables discounts based on the total number of items in an order. The default value is "false". Qty Discount Amounts The values in this field must be in the format: quantity:discount,quantity:discount,.... The quantity values are the break points, the discount is a percentage discount applied to the subtotal, and are separated by a colon. The discount may be represented as a percentage (15%) or decimally (0.15). Each quantity/discount pair is separated from the next by a comma with no spaces. In our example (5:10%,12:15%,25:20%) a ten percent discount is calculated for quantities 5 to 11, a twelve percent discount is applied for quantities 12 to 24, and a 25% discount for an order of 25 or more items. Subtotal Discount This enables discounts based on the subtotal (before taxes and shipping,) of an order. The default value is "false". Subtotal Discount Amounts The values in this field must be in the format: subtotal:discount,subtotal:discount,.... The subtotal values are the break points, the discount is a percentage discount applied to the subtotal, and are separated by a colon. The discount may be represented as a percentage (15%) or decimally (0.15). Each subtotal/discount pair is separated from the next by a comma with no spaces. In our example (50:5%,100:10%,200:15%) a five percent discount is calculated for subtotals of $50.00 to $99.99, a ten percent discount is applied for subtotals of $ to $199.99, and a 15% discount for an order of $ or more. Form Field Discount This enables discounts based on a coupon or a valid promotion. The default value is "false". Form Field Discount Name 16

17 This is the name of the field to display on the screen and on the receipt. For instance: "Coupon" or "Catalog Key". The default value is "Coupon". Use Coupon Table Set this to true to use the coupon table in CPRealtime. Use the Coupon Utility to set coupons. The default value is false. Form Field Discount Amounts If you are not using the CPR Coupon Table, the values in this field must be in the format: form_field:discount,form_field:discount,.... The form_field values are an alphanumeric string that the customer will have been provided on a coupon or other promotional medium. The discount is a percentage discount applied to the subtotal, and are separated by a colon. The discount may be represented as a percentage (15%) or decimally (0.15). Each form_field/discount pair is separated from the next by a comma with no spaces. In our example (12345:5%,54321:10%) a five percent discount is calculated for customers entering a form_field value of 12345, a ten percent discount is applied for customers entering a form_field value of Display Max Items to Display Despite the name of this entry, this is the maximum number of ITEMS to display on the product display page. When displaying the search results in multi-column format (see previous setting), it is recommended (for aesthetic reasons) that this integer be evenly divisible by the number of columns specified in the next setting. The default value is "12". Number Of Columns To Display When displaying the products in multi-column format, this setting determines how many columns wide the displayed grid of items is. The default value is "3". Search Result Page This setting determines whether to display the products in a list form (list) or as a multi-column page with thumbnail pictures (column). The default value is "column". See the following screen shots for examples: 17

18 list view column or gallery view Mobile Search Page Result Page This is the name of the.html page that formats the mobile search results. For example, product.list.html You can have lists or galleries for your mobile results. Search Result Detail Page This is the name of the.html page that formats the search results detail page. For example, product.detail.html. Buy From Detail Page Only This field allows the user to select how the customer can buy items. If this field is select 18

19 as True, the customer can only buy items from the product detail page. The default field is set as False. Enable Path Links Set to true to display nested path across the top of the currently displayed page. (category, subcategory) Compress Navigation Links Compression Navigation Links increases your websites speed. The default for this setting is True. Flag New Items Flagging New Items displays a graphic next to the item image that will help that item stand out. An example of the image is displayed below. The default for this field is True. Flag New Days This field sets the time table for how long you want the NEW graphic to display for new items. The default for this field is set to 30 days. 19

20 Show Regular Price This feature enables a strikeout of the MSRP price when the display price is different The default for this field is true. Show Store Availability This function displays whether an item is in stock or not. If the item is not in stock, a list of other stores where the item is available will be displayed. The default value is true. Available Stores This is a list of stores IDs, separated by commas, where items are in stock. The stores are given a number in CounterPoint. Send If you want ed order confirmations sent then set this to true. If you do not wish any s to be sent, set this to false. The default value is "true". Use Cdosys Cdosys is a built-in SMTP message service in Microsoft's IIS. This is the default method used by CP Realtime. It requires the server and login information to be entered below. If this is false, s will be sent using the mail server set up in your PHP.INI file. The default value is "true". Store Owner Address This is the address of the person that should receive notifications of orders placed on the Web site if that is enabled (it is enabled by default). This address will also appear as the "From" address in the order confirmation s to the customer. There is no default value. Store CC Addresses This is a list of addresses (separated by commas) that should also receive notifications of orders placed on the Web site. There is no default value. Mail Server Name This is the host name or IP address of the SMTP server. You can add the port number to the end of the name or IP address to use a specific SMTP port. 20

21 Mail Server Username This is the User Name used to connect to the SMTP server. Mail Server Password This is the user password used to connect to the SMTP server. Allow Forgot Set this to true to send forgotten login data via to the customer (to the address entered in the checkout form). If false, the forgotten login data will be displayed on the screen instead (not as secure). The default value is "true". Store Subject Line This is the Subject that will appear in the sent to the owner when an order is submitted. Customer Subject Line This is the Subject that will appear in the sent to the customer when an order is submitted. Ship Notify Subject Line This is the Subject that will appear in the sent to notify the customer when an order is shipped or is planning to be shipped Friend Subject Line This is the Subject that will appear in the sent to a friend of the customer when the customer wants to notify a friend of a particular item. Gift Registry Subject Line This is the Subject that will appear in the sent to the customer when a Gift Registry is created Extensions Db Pricing Login Process Specials Register 21

22 These are not for customer use. These settings are only used by the programmers to make custom modifications to your site. Gift Wrap Enable Gift Wrap This function lets customer have the option to gift wrap their purchased items. The default setting is True. Gift Wrap Item This is the CounterPoint item number used for Gift Wrapping. Gift Wrap Tag ID This is the CounterPoint item number used as the Gift Wrap ID. 22

23 Images Image Border Size This is the width (in pixels) of a border to be placed around the item pictures. The default value is "0" (no border). Thumbnail Images Directory This is the path to the directory where you want the thumbnail pictures to reside. This can be a relative path (recommended) or an absolute path (e.g. C:\InetPub\wwwroot\images\thumbnails). The default value is "images/thumbnails". Fullsize Images Directory This is the path to the directory where you want the Item pictures to reside. This can be a relative path (recommended) or an absolute path (e.g. C:\InetPub\wwwroot\images\fullsize). The default value is "images/fullsize". Category Images Directory This is the path to the directory where you want the category images to reside. This can be a relative path (recommended) or an absolute path (e.g. C:\InetPub\wwwroot\images\category). The default value is "images/category". Other Images Directory This is the path to the directory where you can save additional graphics. The default value is images/otherpics. The image name format is item_no^unique_string.image extension. (i.e ^back.jpg) No Image Photo This is the name of the image file to be used when there is no image available for an item (see Section 3: Adding Pictures to Your Site for more info about pictures). The "no photo image" file must reside in the same directory as the item pictures (images/fullsize). The default value is "nophoto.jpg". 23

24 Thumbnail Max Height This field sets the maximum height for auto-generated thumbnails. The image will stay within this pixel amount while staying proportional to its original size and width. Thumbnail Max Width This field sets the maximum width for auto-generated thumbnails. The image will stay within this pixel amount while staying proportional to its original size and height. Pop Max Height This is the Max Height for the displayed full size image when using the click or rollover zoom pop-off in the detail page. The default value is 500. Pop Max Width This is the Max Width for the displayed full size image when using the click or rollover zoom pop-off in the detail page. The default value is 700. Landing Page Link A landing park is a web site that appears in response to a search engine optimized search result or from clicking an advertisement. Once clicked on, the landing page will bring the customer directly to your website. These settings set which items you want to advertise on your landing page. Login Require Login If this is set to "false", customers will be automatically logged in as the guest login account. They may log in as a customer by going to the login screen, but it is not required. If set to "true", customers will be presented with a login screen before they are permitted to access the site beyond the homepage. See Section 2f: User Passwords and Section 4: Passwords and Registration for more info. The default value is "false". Require Login At Checkout This is basically the same as the previous setting except that it does not require the login until checkout. The customer can browse the site, search for items, and fill up their shopping cart. If this is set to "true", if the customer has not already logged in, the customer will be presented with a login screen before they are permitted to check out. The default value is "false". Require Password 24

25 This determines whether a password is required when logging in as an existing customer. If false, the customer is only required to enter his customer number/username/ address to login. See Section 2h: User Passwords and Section 4: Passwords and Registration for more information about setting customer passwords. The default value is "true". Encrypt Customer Passwords This turns on or off the password encryption. If this is true, the passwords are stored in the database as an encrypted string. This security procedure protects against identity theft. The default value is "true". Allow Customer Number Login This enables or disables the ability to log in or register using a customer-selected Number. The default value is "true". Allow Username Login This enables or disables the ability to log in or register using a customer-selected Username. The default value is "true". Allow Login This enables or disables the ability to log in or register using the customer's address. The default value is "true". Please Login Message This message will pop up to a customer who is not logged in but attempts to purchase an item. Not Found Message This message will pop up to a customer when the login information they provided can not be found. Not Allowed To Order This message will pop up to a customer who is not allowed to order at that time. Guest Customer Number This is a guest customer number for those who are not required to register and have a login name/number. Options 25

26 Enable Wishlist This feature enables the customer to save items that they would like to purchase at a later date. The default is True. Enable Reorders This feature enables the customer to save their entire cart for a future recurring purchases. The default is True. Enable Quickorders This feature enables customers to enter several item numbers at one time thus making their shopping experience fast. This can only be used with non-gridded items. The default is True. Enable Gift Registry This feature enables customers to create a gift registry for any occasion. You can create a Wishlist, Find a Wishlist, or Find a Gift Registry by either scrolling over the Wishlist Tab or by clicking on the Wishlist tab. The default is True. If enable gift registry is true, you must first create the event type in CounterPoint. 26

27 Enable -a-friend This feature displays a link which allows the customer to a friend when they want a friend to know about a particular item. The default value is True. Enable Reviews This enables or disables a link which allows the customer to review a page or display a review section on the detail page. Enable Alternate Items This enables or disables the display of alternate items (if applicable) on the detail page. Use Bestseller Table CPRealtime provides a table in which it keeps track of each item sold through the website. If you want to use this table to keep track of bestseller items, set this to true. If this is set to false and you have enabled the sorting by bestseller feature, it will use those values to rank the bestselling items (calculated from all items sold anywhere). Enable Related Items This enables or disables the display of related items (if applicable) on the detail page. 27

28 Number Related Items This is the number of related items you want to display on the detail page. Abort on Pricing Error This is primarily used when debugging pricing issues. The default value is false. Payment Methods The following are valid payment methods. To use a payment method enter the template name you wish to use. For example, to use Credit Card, enter credit_card.html. If you wish not to use a particular payment method, leave the box blank. The HTML pages are in the /templates/payment_methods folder. Credit Card ECheck Purchase order Charge To Account Paypal Mail In Payment Required Fields Customer First Name 28

29 Customer Last Name Customer Address 1 Customer Address 2 Customer City Customer State Customer Country Customer Zip code Customer Phone Number Customer Fax Number Customer Address Shipping First Name Shipping Last Name Shipping Address 1 Shipping Address 2 Shipping City Shipping State Shipping Country Shipping Zip Code Shipping Phone Number Shipping Fax Number Shipping Address The required fields are the fields that the customer must complete upon checkout. Most of the Customer billing fields are defaulted as True. The exceptions that are defaulted as False are Customer Address 2 and Customer Fax Number. The Shipping Fields are all defaulted to False since they are optional. Sales Tax Use Tax Table If you need to charge different tax rates for different destinations, you will use a state-specific or county-specific tax table (see Section 6c: Modifying the ZIP code- based Tax Tables for more on this tax table). This setting enables or disables the use of that tax table. The default value is "false". Tax Table Form Field This is the field from the shipping page that is matched to the tax table for calculating ZIP code-based tax rates. This setting should not be changed. This should only used by the programmers for making custom modifications to your site. The default value is "ar_ship_adrs:zip_cod". Shipping 29

30 The weight values used in this section are assumed to be pounds. If you use a different unit of weight for your items in CounterPoint, please adjust these numbers accordingly. Use Ship Zone Codes In CounterPoint, if you use Ship Zone Codes for your customers, this setting determines whether to use those codes for Web-ordered shipments. This is used in conjunction with the Shipping plug-in (below). The default value is "False". Use Shipping Plugins This setting enables or disables the use of the online shipping lookup from UPS, Fed Ex and USPS. If set to false, the software will only use the shipping.data file. Usps Max This setting enables or disables the United States Postal Service (USPS) plug-in and sets the maximum weight allowed for this shipping method. Set the number of pounds that your shipment can be to use this plug-in. A setting of negative one (-1) turns off the plug-in altogether. The default value is "70". Ups Max This setting enables or disables the United Parcel Service (UPS) plug-in and sets the maximum weight allowed for this shipping method. Set the number of pounds that your shipment can be to use this plug-in. A setting of negative one (-1) turns off the plug-in altogether. The default value is "150". Fedex Max This setting enables or Federal Express (Fedex) plug-in and sets the maximum weight allowed for this shipping method. Set the number of pounds that your shipment can be to use this plug-in. A setting of negative one (-1) turns off the plug-in altogether. The default value is "150". Shipping Data Min This is the minimum weight at which to begin using the Shipping plug-in (previous setting). When used in conjunction with the shipping plugins above, it is used for offering shipping methods or freight carriers not offered above (i.e. shipments over 150 pounds). 150ibs is the max weight for FedEx and UPS. If not used with plugins, this should be set to 1 to enable it for all shipments. If plugins are turned off and this is disabled(-1), shipping will always be 0. Free Shipping Level 30

31 Set the minimal order total (in currency units) at which free shipping starts. Set to negative one (-1) to disable free shipping. Offer Willcall This enables or disables the display of free in store pickup as a shipping choice. The default value is "true". Willcall Text This is the text displayed for Customer Shipper Shipping Choice. For example, Customer Pickup - HOMEWOOD, AL only. Default is Customer Pickup. Willcall CP Code This is the Ship-Via Code that will appear on an order in CounterPoint when Willcall is selected by the customer. There is no default No Shipping Text This is the text that is displayed when an order is not be shipping (I.e. in store pickup, software downloads, giftcards, etc). The default is non-shipping order. No Shipping CP Code This is the Ship-Via Code that will appear on an order in CounterPoint if the order is not to be shipped. There is no default Offer Customers Shipper This enables or disables the display of "Customer's Shipper" as a shipping choice. When displayed, there are fields for the customer to enter their shipper and account number. The default value is "false". Customer Ship Text This is the text the customer will see when they select Customer Shipper as a shipping choice. Customer Shipping CP Code This is the Ship-Via Code that will be written to the order record in CounterPoint for order that are shipped using the customer s shipper. There is no default. Ship Estimate Days This field allows the owner to set a time table on how long it will take to ship an item. This is currently only used on the Order History page when viewing place-butunshipped orders. The default setting is 3. 31

32 Save Shipping Address This feature enables the owner to save the shipping address in CounterPoint for future purchases. The default setting is True. Sorting You can use the Clearance/Sort Utility to initially determine and mark the item order for sorting by price. Once initialized, an item s sort order will update each time that item is looked up. You must have an available Profile Number field (1 to 5) to use the price sort, and another to use the bestselling sort. Enable Sort Results Enables or disables search result sorting (on product gallery and list pages). Default is false Price Sort Field Set the field you are going to use to mark the price sort order (PROF_NO_1, PROF_NO_2, etc.) There is no default. Bestsell Sort Field Set the field you are going to use to mark the bestselling sort order (PROF_NO_1, PROF_NO_2, etc.) There is no default. Sort By Price LtH When result sorting is enabled, offer the customer the option to sort low to high on the price. Default is true. Sort By Price Htl When result sorting is enabled, offer the customer the option to sort high to low on the price. Default is true. Sort By Bestselling 32

33 When result sorting is enabled, offer the customer the option to sort by bestselling order (best to worst). Default is true. Enable Limit Results Enable or disable search result limiting (on product gallery and list pages). Default is false Limit By Category When result limited is enabled, it allows a customer to limit results to only a certain category. It will only display for search results that did not already specify a category (keyword lookup, clearance, etc). Default is true. Limit By Vendor When result limiting is enabled, it allows the customer to limit results to only items from a certain vendor (specified in the item screen in CounterPoint). Default is true Price Sorting Field. Set this field to use the mark the price sort order feature (PROF_NO_1,PROF_NO_2,etc). There is no default. Bestsell Sort Field Set this field to use the mark the bestselling sort order feature. (PROF_NO_1,PROF_NO_2, etc). There is no default. Sort By Price LTH When result sorting is enabled, this gives the customer the option to sort items from lowest price to highest price. The default is true. Sort By Price HTL When result sorting is enabled, this gives the customer the option to sort items from highest price to lowest price. The default is true. Sort By Bestselling Items 33

34 When result sorting is enabled, this gives the customer the option to sort items by bestselling order (best to worst). The default is true. Enable Limit Results Enable/Disable search result limitations on product galleries and list pages. The default is true. Limit By Category When result limitations are enabled, allow customers to limit results to only a certain category. This will only be displayed for search results that did not already specify a category (keyword lookup, clearance, etc.). Default is true. Limit By Vendor When result limiting is enabled, allow customers to limit results to only items from a certain vendor (specified in the item screen in CounterPoint). Default is true. Specials Display Specials As This field enables you organize your special items in columns or in list format. The default setting is columns. Specials Columns This is the amount of column you want to have displayed for the specials category. Specials A Title This is the title of your first specials list. For example, This Week s Specials! Specials A List This field enables you to list or modify items by item number that you want included in your first specials list. For example, APL-UMB,BAG-TRV,TEES. Specials B Title This is the title of your second specials list. For example, Today s Specials! Specials B List This field enables you to list or modify items by item number that you want included in your second specials list. For example, APL-UMB,BAG-TRV,TEES. 34

35 Specials Thumbnail Max Height This is the Max Height of the specials thumbnail when it is displayed. The default value is set at 135. Specials Thumbnail Max Width This is the Max Width of the specials thumbnail when it is displayed The default value is set at 135. Use Category Specials This enables the owner to show the specials associated with the category or subcategory that is displayed on the screen. The default value is True. Max Category Specials This is the max number of specials displayed. The software will randomly pick up to this number from all available specials. The default value is True. Category Specials Title Templates This is the text that appears in the bar at the top of the category specials table on the Category page. For example Feature Products. As released, CP Realtime SQL is configured to use a "framing" template that contains the banner graphic and navigation buttons across the top, the category pop-off menu down the left side, and the copyright & policy links at the bottom. All the 'content' is placed within this frame. All the 'content' pages can be used as stand-alone pages (without this framing template) and will function the same. If you choose to do this, you may need to rework the pages to add the navigation functionality lost with the navigation bar in the framing page. Use Store Template Do you want to use the Web site template? The default value is "true". Store Template Name This is the path to and name of the 'framing' template. The default value is "store.template.html". Landing Template Name This is the path to and name of the landing page template. The default value is lp.template.html. 35

36 Custom Folder When creating your own custom template, you can either put it in one of the existing folders or create your own folder. This is the name of the folder where your custom template is in. You must use the same.html names that are in the original templates folder but you can change each.html file to your liking. You can call an.html file by using %%FILENAME%%. Make sure you use an.html file and not an.htm file. The custom folder must contain the following subfolders: images, include, styles, templates. You may put custom images in the images folder, any custom programming will go in the include folder, custom style sheets go into the styles folder and the custom HTML files go in the templates folder. Mobile Folder This is the name of the folder you want your mobile template to go into. The default for this setting is mobile. Header Image This is the name of an image (usually a company logo or banner) that appears at the top of the page in the provided store template. Body Image This is the name of an image that appears on the homepage in the provided store template. Max Header Height This limits the vertical size of the header in the provided store template. Tab Height This sets the vertical size of the tabs in the provided store template. Left Column Width This sets the horizontal size of the left column in the provided store template. Right Column Width This sets the horizontal size of the right column in the provided store template Float Width If your store template users a fixed width area floating within an unused background in the browser, this is used to specify the width of the useable area. 36

37 Cart Location Cat List Location Login Location Specials Location Best Location These fields adjust the location of the cart, category list, login, specials and best. The cart, category list and login can be placed to the left, right, top or off. The specials and best can be located to the left, right, bottom or off. Show Best This field specifies the amount of items you want to show in your Best-Seller List. Show Home Tab Show Login Tab Show Account Tab Show Wishlists Tab Show Cart Tab Show About Us Tab Show Contact Us Tab These set the order and presence of various navigation tabs in the provided store template. Set a field that you do not wish to appear to 0. Set the order of appearance (from left to right) by specifying 1, 2, 3, etc. for those that you do wish to appear. User Registration User Registration allows a customer to create a login for easier ordering in the future. An existing CounterPoint customer can create a login associated with their existing Customer Number, and new customers can add themselves as a customer into CounterPoint. See the Login section for other settings that can affect what values a customer can register. Enable User Registration This enables or disables the User Self-Registration (see Section 4: Passwords and Registration for more information). The default value is "true" (enabled). Use First And Last In CounterPoint, when you enter a new non-business customer, you have the option of entering the name in separate First Name and Last Name fields. When a new customer registers, do you want their name stored in this way? The default value is "false". Name Format 37

38 If you are not using the separate First Name and Last Name fields, when a new nonbusiness customer registers, how do you want their name stored in CounterPoint? The choices are: "FirstName LastName", "LastName FirstName", or "LastName, FirstName". The default value is " LastName, FirstName ". Use Parent Company When a new business user registers and is associated with an existing CounterPoint customer, you have two ways of handling the association. If you allow Username or logins, you can simply associate the new user with the existing Counterpoint customer number. If you disallow both Username and logins, or if you don't want multiple logins for one customer number, you can have the new users entered as new "child" customers to that existing CounterPoint customer. Set the value to true to use this parent/child method. This parent/child system is particularly useful for companies that have multiple locations. The default value is "false". c. Item Information This utility is used to extend the item properties from the properties provided in CounterPoint. Ecommerce Flag If you wish to use the e-commerce flag to limit which items appear on the website, use this to flip the flag on or off for this item. It may also be set using the EC Flag Utility, or in the Ecommerce Section of the item page in CounterPoint. Allow Online Purchase Flag If you wish to have this item appear on the website, but no to be purchasable, use this to turn the flag on or off for this item. Off is cannot be purchased. Default is On. Charge Freight Flag If this item is a non-shipping item (software download, giftcard, etc.), use this to flip the flag on or off for this item. Off is no shipping charge. Default is On. PDF/Specifications Link If you have additional documentation (specifications, warranty, etc.) linked to this item, you can have the link appear on the product detail page. This field is the clickable text that will appear on that page. PDF/Specifications File The file to be linked to when the text is clicked. This can be an Adobe PDF file or a html file. The files are kept in the PDF folder on the website. 38

39 Meta Keywords When using Search Engine Optimization (SEO), this can provide meta tag keywords for this item s product detail page. Meta Description When using Search Engine Optimization (SEO), this can provide meta tag description for this item s product detail page. Related Items Related items you want to display next to a specific product are listed here. Each item is separated by commas. For example, Hat, Shirt, Shoe. Long Description This is the description that will appear next to the item on the item detail page. d. Upload Pictures This interface allows you to upload Item pictures from your local computer to the full-size or thumbnail directories on the Web server. See Section 3: Adding Pictures to Your Site for more information about the Item pictures. To upload a picture, you must first select an item and decide whether it is an item picture or a category picture. To browse your computer for an image, click on choose file and go to the directory that the picture is in. Once the picture is selected, you can decide the size of the picture by clicking on full-size or thumbnail. When you have completed the form, click upload and the image will automatically be added to the full-size or thumbnail directory. If you have the full-size button selected and the generate thumbnail selected, it will generate both images. 39

40 Gridded items have the option to change the image when the customer changes the color, size or logo in the detail product page. To upload these pictures, you must first select an item and decide whether it is an item picture or a category picture. You can then click on the Lookup Options button and a color, size and logo will appear. When you have completed the form, click upload and the image will automatically be added to the full-size or thumbnail directory. If you have the full-size button selected and the generate thumbnail selected, it will generate both images. You can manually insert gridded item pictures into the image directory by name it: The item number followed by a carrot sign, the color you want, to ampersand signs, the size you want, to ampersand signs, and the logo you want. For example: Hat^red~~large~~wilson.jpg (the color, size and logo are in lower case). If the image is incorrect, the generic picture for that item will appear instead. e. Coupons The Coupon section allows the owner to create their own coupon numbers, start and end dates for coupon use, the items, categories, subcategories, and vendors the coupon is good for, the amount of dollars or the percentage the coupon is good for, and the coupon quantity limit. If you do not want to use any of these features, you can leave them blank. The coupons can be deleted by selecting the delete button and clicking save changes. f. Category Notes The Category Notes adds a brief note to a category or subcategory. The feature allows you to specify which category and subcategory you would like to write the description or note for. 40

41 g. Website Text The Web Text feature adds text to the top of the homepage, the bottom of the homepage, or both. You can call the heading text in an.html page by ~~main_heading~~. You can also 41

42 call the body text in an.html page by ~~main_text~~. h. User Passwords There are two methods to add User Passwords for secure login. The method used by this tool is where you can manually assign a password to an existing CounterPoint customer before they can login (if "Require Password" is enabled). The second method is by User Registration method, where the customer chooses his own password. See Section 4: Passwords and Registration for more info about setting up and using passwords. When you use this tool, the passwords created are stored in a separate Passwords table outside of CounterPoint. If you have set the configuration file to do so, the passwords are encrypted, so they cannot be retrieved by a hacker. Passwords assigned using this tool must be conveyed to the customer by some method other than the CP Realtime interface ( , phone, letter, etc.). To use this tool, select 'User Passwords' from the menu on the left. Click on the down-arrow by ' Customer Number' to choose the customer from the list. This list is generated on-the-fly by searching the Customer database in CounterPoint. "Admin" is a 42

43 special pre-assigned customer in CP Realtime. This is the CP Realtime administrator account - the account you used to log in to this Control Panel interface. If you change the Administrator password, you should immediately log out and then log in using the new password. Once you have selected a Customer, enter the password you wish to assign to that customer and click the 'Set Password' button. When it has completed, you will see a confirmation message. Select another customer and continue, or exit the tool when you are finished by selecting another tool from the menu on the left or by selecting Logout. 43

44 i. Pre-Build Categories This feature organizes your categories and sub-categories into a text file. This allows your website to load quicker and respond to your customers needs faster. j. Ecommerce Flag Utility This feature allows the owner to control which items are seen by the customer in a matter of seconds. The owner can limit the items seen by vendor, category, sub category, item type, profile code, etc. k. New Items Utility The New Item Utility allows the owners to list items, separated by commas or carriage returns, that will be mark as a new item. l. Mailing List Utility The Mailing List Utility creates a customer list, separated by commas or carriage returns. 44

45 m. Clearance/Sort Utility The Clearance/Sort Utility allows the owners to list items, separated by commas or carriage returns that will be mark as a clearance item. n Category Specials File This interface allows you to download the category specials data file to your local computer. You can then edit it locally. When ready, you can then use this interface to upload the modified file back to the Web server. Click on the "cat_specials.csv" link to download the file. When ready to upload, browse to find the file then click on the Upload button. o. Shipping File This interface allows you to download the shipping data file to your local computer. You can then edit it locally. When ready, you can then use this interface to upload the modified file back to the Web server. 45

46 Click on the "shipping.data" link to download the file. When ready to upload, browse to find the file then click on the Upload button. See Section 6a: Modifying the SHIPPING.DATA File for more information about editing this file. p. Remove Bad Records The "Remove Bad Records" tool is to be used if a CP Realtime order is preventing posting. The administrator should record the details of the order in CounterPoint or from the before eliminating the problem order. If the entries are going into Counterpoint as Orders, the admin should enter the Order Number (not the associated Ticket Number). If the entries are going into Counterpoint as Tickets, the admin should enter the Ticket Number. This tool will clear out all entries made by CP Realtime from the active tables. q. Logout This logs out the administrator. 46

47 3. Adding pictures to your site If it s true that a picture is worth a thousand words, then you ll definitely want to add pictures for as many items as you can on your web site. Web shoppers now expect to see photographic images of anything they are considering to buy. And not just any picture will do. If your budget can afford it, you should hire a professional photographer to take your product photos to make sure your products look as good as they can. Then you will want to prepare each photo in the proper size and digital format (See instructions below for recommended sizes and formats). For best results, we suggest using a white or transparent background for product photos. Since most pictures you will display on the web will be relatively small, usually only thumbnail size, it is very important to avoid backgrounds that are brightly colored, too dark, or are cluttered with lots of extraneous stuff behind the product you are featuring. Those kinds of mistakes will divert attention away from your product. The bottom line is that high quality product photos definitely make a difference on your site. Spend the necessary time to ensure that your customers are able to see and examine your products in the best possible way. Increased sales will be your reward. The pictures should be added in twos - a large-sized version (the zoom image), and a thumbnail. The thumbnail size is used in the Multi-column Search Results pages and also in the Product Detail page. If a large-sized (zoom) image exists, clicking on the standard size image in the Product Detail page will cause the zoom image to be displayed. If the 'use popup javascript window for graphics' setting (in the Images section of the config.php file) is set to true, a new window is popped open with the zoom image. Otherwise, the zoom image will be displayed in the current window. Category Size Thumbnail Size Zoom Size (category/acm0001.jpg) (thumbnail/acm0001.jpg) (full-size/acm0001.jpg) The pictures must be in JPEG or GIF format. We recommend that the large-sized (zoom) version be not more than 600 pixels wide, but it can be any size you desire. We recommend that the thumbnail be not more than 125 pixels wide, and that the standard size image should be not more than 250 pixels wide. In the utilities on the CD, we have included a freeware program, STGthumb, which is an excellent tool to resize your graphics or to generate the thumbnails from a large-sized image. If you find it a useful tool, please consider registering and buying the upgrade. CP Realtime looks for the ready-to-use pictures in the Category, thumbnail and fullsize subdirectories within the Images directory. The pictures are matched to Items in CounterPoint through the name of the image file. The images should named exactly how they named in CounterPoint On the Product Display pages, or on the Specials page, if the thumbnail image is missing, CP Realtime will display the "no photo image" specified in the configuration file (in the Product Display section). In the Details page, if the standard sized image is missing, CP Realtime will 47

48 display the thumbnail image if it exists, or if that too is missing, the "no photo image" will be used. The Control Panel interface provides a tool to upload the pictures from any Web browser (see Section 2d: Upload Item Pictures for more info.) Alternately, you can transfer the files directly to the server from a LAN connection or from a removable medium such as CD or a thumb-drive. 48

49 4. Passwords and Registration There are two levels of login security in CP Realtime SQL. The least secure is Login with No Password. The other level, Login with Password Required, has two methods of assigning the password: Administrator Assigned Password or Self-Registration. a. Login with No Password This is self-explanatory. An existing customer can login by entering his Customer Number and clicking the Customer Login button. Anybody can log in as that customer if they know the Customer Number. The Administrator does not need to do any extra work for this security level. In the Login section of the Control Panel configuration tool (see Section 2a: Configuration Menu), simply set Require Password to false. b. Login with Administrator Assigned Password In the Login section of the Configuration tool, set Require Password to true, and set Allow Username Login and Allow Login to false. To assign passwords to customers, use the User Passwords tool in the Control Panel (see Section 2f: User Passwords). The passwords created are stored in a separate Passwords table. This table starts out with only a single entry for the Administrator with a pre-assigned default password. During the Installation, we recommended that the Administrator password be changed from the default. A new entry, indexed on the Customer Number, is created each time you add a password for a Customer for the first time. Passwords assigned in this manner must be conveyed to the customer by some method other than the CP Realtime interface ( , phone, letter, etc.). If no password has been assigned to a customer, that customer cannot log in. In order to retrieve a forgotten password when using this Administrator-Assigned-Password method, the customer's address must be entered in the field in CounterPoint. Then the customer can use the "Forgot Your Password?" feature on the Web site. 49

50 Passwords are case-sensitive. We recommend that passwords be a minimum of four characters, though the functional minimum is one character. Though it is not a requirement, as a further precaution, passwords should be a mixture of alphabetic and non-alphabetic characters. A combination of upper- and lower-case letters, numbers, and other keyboard characters will maximize the security of a password-secured login. c. User Self-Registration This method is where the user can register using the Web site. In the User Registration section of the Configuration tool, set Enable User Registration to true, and in the Login section of the Configuration tool, set Require Password to true. A customer can always log in using his Customer Number. If you want the customer to be able to create a username and to be able to use that username as an alternative method for future logins, set Allow Username Login to true. If you want the customer to be able to use his address as an alternative method for future logins, set Allow Login to true. To access the New User Registration page from the Login screen, the user must click on the "Register with us" link at the bottom of the page. 50

51 A previously registered user can also ask the system to his password if he has forgotten it or to display his reminder phrase (set during registration). To register, the user will fill in the appropriate fields in the New User Registration page. 51

52 The customer will need to enter all of the required information. When they click "Sign Up" the customer's info will be entered into the Passwords table and an will be sent to them. When the customer clicks OK on the next screen, the software will return to the Login Page. 52

53 Once a user has registered, the user can then use the "Account Information" page (accessed by the 'My Account', which will link you to accountinfo.php.) to get their order history (see Section7c: Order History) or to update their registration info. If a customer then clicks on the 'Modify Your Account Information', they can update any registration info that has changed. 53

54 When the user submits any changes, CP Realtime will update the Passwords table and the customer table in Counterpoint. 54

55 5. Payment Methods CP Realtime SQL handles payment methods differently than earlier versions. CP Realtime SQL comes with the following methods pre-configured: Check Credit Application Credit Card Debit Card E-Check Purchase Order NEW Payment Methods Gift Card Gift Certificate The payment method files are located on the Web server in the "templates/payment_methods" directory. When CP Realtime SQL is first installed, only "Credit Card" and "Purchase Order" are enabled. All the other files are in a sub-directory called "Not Offered". In order to enable any particular payment method, simply move the desired method's html page from the "Not Offered" folder up to the "payment_methods" folder and it will appear on the checkout page as a selectable option. To disable any particular payment method, simply move the desired method's html page from the "payment_methods" folder into the "Not Offered" folder. Certain of the payment methods require you to sign up for additional services offered by other companies. For instance, in order to process Credit Cards, Debit Cards or E-Checks, you must sign up with an online authorization company such as Authorizenet or Plug-n-Pay. These methods all require additional configuration before they will work (see the Credit Cards section in Section 2a: Configuration Menu). The "Check" method will complete the transaction with a note to the customer explaining that the order will not ship until the check is received. The "Credit Application" method will complete the transaction with a note to the customer explaining that the order will not ship until the Credit Application is received and approved. The "Purchase Order" method is handled slightly differently than all the other methods. If enabled, Purchase Order will only appear as a payment option if all three of the following criteria are met: 1. The customer has logged in on the Web site. 2. The customer is marked as an Accounts Receivable (AR) customer in CounterPoint. 3. AR Pay Code is marked in CounterPoint (Setup/System/Paycode/AR Paycode/ orders/layaways. In layaways you must check allow for orders) If all of the criteria is met and the customer selects "Purchase Order" as the payment method, on the final checkout screen there will be a field for the customer to enter his Purchase Order number. 55

56 6. Modifying Data Files There are some other text files that may need to be edited for your specific needs. This section details what the files are, when you might need to edit them, and how the data must be presented within the file. It is highly recommended that you use a text-only editor such as Notepad or Wordpad to edit these files - not a high-level word processor such as Microsoft Word. The files must be saved in a text-only format. a. Modifying the SHIPPING.DATA file When configuring the Shipping section of the configuration file (See Section 2a: Configuration Menu), if you enable the Shipping plug-in, you should modify the rates in the SHIPPING.DATA file. This data determines the shipping rates quoted to the customer at checkout. Use the Shipping File tool (see Section 2b: Shipping File) to download and upload this data file. [DOMESTIC RATES] # # CP SHIP VIA CODE CARRIER STATE SURCHARGE SUBTOTAL RANGES QTY RANGES WEIGHT RANGES FLAT RATE HANDLING # 00=USM USPS Priority Mail AK:3.00,HI:5.00,PR: :7.50, :10.00, : =FDX FedEx Ground AK:3.00,HI:5.00,PR: :10%, :7.5% =UPS UPS Ground AK:3.00,HI:5.00,PR: :8.5%, :6% 6.00 # [INTERNATIONAL RATES] # # SHIP VIA CODE CARRIER COUNTRY SURCHARGE SUBTOTAL RANGES QTY RANGES WEIGHT RANGES FLAT RATE HANDLING # 00=IA International Airmail 0-50:7.50, :10.00, : # The number before the "=" indicates the order in which the entry will be presented in the shipping page. In this example, for domestic shipping, US Postal Service will be first on the list, followed by FedEx, then UPS. Following the "=" there must be eight "fields" separated by the pipe" ( ) symbol. The "field" may be empty, but each separating pipe symbol MUST be present. The first field is the CounterPoint code that you use for the Carrier that you specify in the second field. The second field is the Carrier name that will be presented to the Website customer and will appear on the Checkout Receipt. The third field is for any surcharges to be added for specific destinations. In this example, any domestic shipments to Alaska or Puerto Rico will have a $3.00 surcharge, any domestic shipments to Hawaii will have a $5.00 surcharge, and international shipments will not have any destination surcharges. 56

57 The next four fields can be used in combination, but should probably be exclusive. That is, if you charge shipping based on Order Subtotal (field 4), you should probably not have entries for shipping charges based on Item Quantities (field 5), Weight (taken from CounterPoint) (field 6), or Flat Rate (field 7). In each of these but Flat Rate, each should be in the form range:rate,range:rate,range:rate,... The rate can be either a dollar amount (expressed as a decimal value) or a percentage of the subtotal (expressed as a decimal value followed by the % symbol). In our example, for US Postal Service and International shipping, orders that subtotal $0 - $50 will be charged $7.50 (plus surcharges (field 3) and handling (field 8)), orders that subtotal $ $155 will be charged $10.00 (plus surcharges and handling), and orders that subtotal $ $500 will be charged $15.00 (plus surcharges and handling), and orders over $500 will only be charged the surcharges & handling. For FedEx and UPS shipping, the charges are set as a percentage of the subtotal. Any value out of the specified ranges will not be charged - in our example, for instance, orders over $500 dollars will only be charged destination surcharges and handling charges. Each Carrier can be set independently. The last field is for any handling charges you wish to add to every order. In our example, USPS shipments have a $3.00 handling charge, FedEx and UPS each have a $6.00 handling charge, and International Airmail has a $10.00 handling charge. b. Configuring Related Items The Related Items are taken from a text file, related_items.csv, that lives in the Data folder on the Web server. It can be downloaded, edited, and uploaded using the Control Panel interface (see Section 2c: Related Items File). Each line should begin with the Item Number (from CounterPoint) that has the related items. The next column contains the name of a downloaded.pdf file for this item if needed. Else there must be a blank entry, then a list of all the CounterPoint Item Numbers that should appear in the Related Items section on the Website. If using a text editor, the file should look like: BAG-PRD,,BAG-PRT,BAG-ST,BAG-TRV BAG-PRT,,BAG-PRD,BAG-ST,BAG-TRV BAG-ST,,BAG-PRD,BAG-PRT,BAG-TRV BAG-TRV,Travel Bag.pdf,BAG-PRD,BAG-PRT,BAG-ST If using a spreadsheet format (such as MS Excel) the file should look like: 57

58 The related items will appear on the Product Detail page below the Item info pane. They will appear in numeric/alphabetical order based on the Item number. c. Modifying the ZIP code-based tax tables If you are not using the optional UPS plug- in, and you need to charge different tax rates for different destinations, you will use a state- specific tax table. This tax table contains a list of every ZIP code in that state and the tax rate to be charged for that ZIP code. If you have a nexus in a state (see the taxable_states setting in the CPRealtime section of the configuration), and need to charge taxes based on the ZIP code, you will need to create a tax table for that state. The name of the file must be the two- character state abbreviation with a.tax extension. To use this feature, in the Sales Tax section of the configuration (see Section 2a: Configuration Menu), you will need to set the use_tax_table to "true". Here is a sample of the entries in the CA.TAX file: default SMT ALA CAL AMA ALP BUT COL ALP Note that there must be a "default" entry that is the rate that will be charged if the mailing ZIP code is not found in the table. At a minimum, each entry must have a ZIP code (first 5 digits only!), followed by the pipe ( ) symbol, followed by the decimal tax rate for that ZIP code, followed by the pipe ( ) symbol, followed by your CounterPoint code for the county that the ZIP code is in. Make sure that there are no spaces! The ZIP code entry may be a single entry or a continuous range (94501 to in our example above) where any ZIP code in that range will get the same tax rate. 58

59 7. Other Features a. Reorders This feature allows a customer to save an order to place at a later time, or to create an order that they can re-use at a later time (a standing order). This feature depends on knowing who the customer is, so login must be enabled for this feature to function. To enable the Reorder system, set the Enable Reorders in the Options section of the configuration file to True (see Section 2a: Configuration File). To Create a Reorder Once a user has logged in, he can save a Reorder from the cart page. The user should fill his cart with all the items and quantities that he wants to save as a Reorder. The customer should then click on the "Save as a Reorder" link at the bottom of the page. A new window will open allowing the customer to save this as an existing Reorder name (replacing that Reorder), or to create a new Reorder. Loading a Reorder To load a Reorder list, the customer can click on the MyAccount button, which will link you to accountinfo.php. Once clicked the customer s account information will appear. Click on the My Reorder Lists and new screen will load contain a drop down box with the names of your Reorder Lists. 59

60 Click on the My Reorder Lists and new screen will load containing a drop down box with the names of all your Reorder Lists. Select the desired Reorder List and click on the Select button. Your Reorder List is now in your cart. Once they have chosen an existing Reorder, the user has the option of deleting it ("Delete" button) or adding the Reorder to the shopping cart ("Continue" button). If the user deletes a Reorder, a message will display describing which Reorder was just deleted. Otherwise, the shopping cart will be displayed with the order items and quantities from the Reorder added to any existing items already in the cart. The customer can then modify the order quantities, and add or remove items. At any time before checkout the customer may save the order to replace the existing Reorder, or save it as a new Reorder. b. Quick-Orders To create a Quick-Order, a user can click on the Enter a Quick-Order button, which will link you to quickorder.php. or 60

61 The customer can then add the item numbers and quantities desired to their cart in a timely fashion. Moreover, the customer can also add the Quick-Order items to a Reorder list. To enter a gridded item, it should be enter in the following format: item_no,option1,option2,option3. The format contains no spaces and the item number and Options are separated by commas. For example, Shirt,Red,XL would be entered in the Item Number field. c. Order History This feature allows a customer to view pending and completed orders. This feature depends on knowing who the customer is, so login must be enabled for this feature to function. Once a user has logged in, he can access his Order History by going to the "Account Information" page by clicking on "My Account", which will link you to accountinfo.php. 61

62 On the "Account Information" page the user then clicks on "View Order History" to get to the Order History page. The customer can search his Order History by date or by order number. If any orders are found in CounterPoint that match the entered criteria, it will display a table of all the matching orders and indicate the status of each order. 62

63 The customer can then click on any of the Ticket numbers to view the details of that order. d. Specials and MSRP Pricing Specials This feature allows you to advertise certain items on the homepage. On the default (category display) homepage, the specials will appear on the right of the category images (see picture below). The name of the Specials section, (what is displayed in the green bar) as well as the 63

64 items to be offered, are controlled by a text file (specials.ini) in the Setup directory on the Web server. The Control Panel interface offers a tool to edit or download/upload this file (see Section 7d: Specials File for information on using this tool.) The text displayed in the Section Head is taken from the section name in the Specials section of the Configuration Menu. The items displayed in that section are from the Specials List you created in the Specials section of the Configuration Menu. If you have more than one section (for instance 'Daily Specials' and 'Monthly Specials'), each section will appear as a separate table on the Web page. The layout of the Specials table is taken from Display Specials As, located in the Specials section of the Configuration Menu. 64

65 MSRP Pricing In the example below, the product detail page will show the regular price as struck-out with the current price below it. The occurs when the Reg Price is different from Price-1 in CounterPoint This is the MSRP Price feature in CP Realtime. It is driven by the pricing settings in CounterPoint. In the page for the sale item (CounterPoint->Inventory->Items), if 'Price-1' is lower than 'Reg price', CP Realtime will display the prices as shown above. 65

66 e. Advanced Search The Advanced Search feature allows the use to search the entire sites by keywords, item number, partial item number, keyword search type, vendor, or new items. The keyword search type will Match Any Words or Match All Words, you enter in the fields below. To show only new items, click on the Only Show New Items box and click search. 66

67 f. Reports The Reports feature is available in the upper right hand corner of the Control Panel. It allows the owner to view order statistics based on specific start and end dates. You can also view only web orders by clicking Show Web orders only. The order statistics include the amount of days you specified, the total orders, the average orders per day, total web orders, and average web orders per day. It will also show you the order number, order date, order status, tracking number, shipping date, PO Number, Shipping cost, and total cost. 67

68 g. Shipping Confirmation The Shipping Confirmation can be found in the upper right hand corner of the CPanel. Before orders show up in the Shipping Confirmation area, they must be assigned tracking numbers. This can be done through CounterPoint or by going to enter_tracking.php (seen below). It is here you enter the tracking number given to you by the company you have chosen to ship your orders. Once the items have tracking numbers, the order will appear in the Shipping Confirmation with the tracking number. The Shipping Confirmation allows the owner to assign a ship date and send out an notifying the customer of whether the order is complete or incomplete and when the order should arrive. (seen below) 68

69 h. Website Statistics The website statistics is also found in the upper right hand corner of the Control Panel. It allows the users to see either a bar graph or a line graph of how many people visited the website per day, how many people total visited the website, how many unique IP addresses were used entering the website, the bandwidth used in kilobytes, and the average time the user spent on the site. You can detail it by date (MM-DD) or by the name of the day (Monday, Tuesday, Wednesday, etc). 69