Quick Reference Guide: SafeShop 3 Web Store. User Manual

Transcription

1 : SafeShop 3 Web Store User Manual

2 TABLE OF CONTENTS REGISTRATION.2 SAFESHOP WEBSTORE FIND MY TRANSACTION:.5 2. STAGED ORDERS:.6 3. MANAGE ORDERS: 7 4. MANAGE SALES MANAGE CREDIT/CHARGEBACK VIEW/DOWNLOAD SYSTEM REPORTS: FULFILLMENT REPORTS: MANAGE PRODUCTS: CUSTOMISE WEB DISPLAY CONFIGURE SYSTEM SETTINGS: MANAGE SHIPPING OPTIONS: 39 1

3 REGISTRATION Before a Merchant is able to access the administrative section of their SafeShop Web Store via SafeShop 3.1, they will need to generate their own user name and password prescribed by themselves. On completion of the SafeShop 3.1 commercial contract, the SafeShop 3.1 administration team at MWEB will set-up the necessary store details on the system and set the merchant up for trade. The following process will need to be followed in order for the merchant to access the back-end or better known as the Order Management facility, of their Web store. Direct your browser to : 1. The User Name field would be the merchant s address selected in registration. 2. The Password Field must contain the password the merchant has chosen after registration. 2

4 3. After the user name and password has been selected, the merchant will then need to click on login. 4. Once logged in to the Secure Administration section, the Merchant can now view their SafeShop Web Store. Please click on the store name to proceed to the Manage Store services. 3

5 4

6 SAFESHOP WEBSTORE The following process will assist the Merchant in managing their store effectively: 1. FIND MY TRANSACTION: Here, the merchant has the ability to perform a quick search for a transaction that has been passed through their E-Commerce Website. Please insert the transaction order number in the search box located alongside the Find My Transaction field. Thereafter, click on Go and a search for that specific transaction will be conducted. 5

7 2. STAGED ORDERS: Here, the Merchant has the ability to search for Staged Orders. To search for all Staged Orders Simply select the from and to dates from the electronic calendar supplied and then click on Go 6

8 3. MANAGE ORDERS: Here, the Merchant has the ability to retrieve a report on Managed Orders. Managed Orders are effectively authorisations that have been passed across to the E-Commerce Transaction engines and hold a specific status. These authorisations form part of a selection base of Current, Cancelled, Expired authorisations that are available for selection by the Merchant. Simply select the relevant date or dates from which you would like to view your list of orders and Click GO 7

9 Once the list of orders display, you can then choose to ship and invoice or Cancel the order by clicking on the Store Order Number and enabling the necessary action. 8

10 4. MANAGE SALES Here, the Merchant has the ability to retrieve a list of Managed Sales. Managed Sales are effectively payments that have moved out of their Managed Orders, and have now become official sales. These transactions would carry a status of Authorised and Settled. 9

11 5. MANAGE CREDIT/CHARGEBACK Here, the merchant has the ability to view, which transactions have been credited and which have a chargeback associated to them. Please click on the calendar icon alongside the period field and select a from and to date. Once you have selected a date please click on GO. 10

12 6. VIEW/DOWNLOAD SYSTEM REPORTS: Here, the Merchant has the ability to either view or download System Reports. System Reports are made up of a number of different Commerce reports that are all related to the day-to-day operation of the Merchant s Web Store. The Merchant would need to select a report and then click on GO. The reports listed are the following: The reporting functionality is made up of a multitude of reports, which offer an array of different services. In total, SafeShop offers Merchants in the region of about 25 different reports which includes reports such as: Order Report A report presenting all orders that have been generated through your store Sales Report A report presenting all sales that have been generated through your store Payment Report A report presenting all transaction payments that have been generated through Your store Payment Download Report A managed payment report Success/Failure Report A report presenting all successful and failed transactions Transaction Report A report presenting all transactions that have been generated Shopper Report A report presenting all shoppers that have shopped as well as the transaction Value 11

13 Shipper Report A report presenting a list of all enabled courier services and the value of each Shipment Failed Orders A report presenting all failed orders SafeTrack A report presenting transactions, revenue and commissions generated through associated Shopping Malls To view the different reports, simply click on the report required, then select the period in which you would like your report present. 7. FULFILLMENT REPORTS: A Fulfilment Report gives the merchant a comprehensive report on Orders by Shipper and Sales by Shipper. Alongside the Fulfilment Report field in the Secure Administration section, simply click on the Drop-down menu, choose either Shippable Orders or Sales and then click on Go. After selecting the report you require and using the electronic calendar, select the relevant report dates and then click on Go. 12

14 13

15 8. MANAGE PRODUCTS: If you would like to manage an existing tangible or digital product, product category, product sub-category or product sub-sub category, the following process will assist you. Please select either a tangible or product that you would either wish to add or manage and then click on GO 14

16 To add a new product, please click on the type drop down menu and select either a tangible or digital product and then click on GO To manage an existing product, simply select the type of product from the type drop down menu and and then click on the product you wish to manage and then click on GO 8.1 Add New Product or manage existing product (Tangible): By selecting Product (Tangible) and then clicking on GO, the following screen will appear. The screen below contains an example of input, which the Merchant is required to insert. All fields that have a * alongside them are compulsory fields. These fields require compulsory input. 15

17 Type of Product: Displays the Type of product that is going to be added. In this instance it is a Digital (Downloadable) product. Product Code: This is the code of the product. The Merchant normally assigns a product code to a product. Product Name: This is the name of the physical product. Product Short Description: This is the short description of the product (A summarised version) Product Long Description: This is the long description of the product (A longer in-depth version) By clicking on the Edit icon alongside this field, the Merchant has the ability to write in the Long Description. After completing the write up of the long description, simply click on submit to submit the text, or on close to erase the text and close the window. 16

18 Keywords : Keywords are short one-word references to products stored within the Merchant s Web Store. Keywords are used to search for products within the Merchant s Web Store via a search engine present on the Merchant s Website. Price in cents : This is the price of the product in cents. Product Images (Full URL Path): A SafeShop 3 Web Store can support three product images: Thumbnail (Small), Standard and Large. If a merchant is going to want to host all three sizes in their Web Store, a full URL path for each image is going to have to exist. The URL path refers to the file name and the location of where the Merchant s image/s are saved. These images could either be saved on the Merchant s local Database or on the Merchant s Website Product Database. Alongside each of the Product Images field there is an Add Image icon. Once a full URL path has been created for each image, simply click on the Add Image icon and a window will pop up allowing you to insert the full URL address of the image. The Browse icon alongside the Image Path field allows the Merchant to either browse their local database for the saved image or to browse an alternative database for the saved image. 17

19 Once the image/s have been located under the full URL path name, the Merchant has the ability to either click on submit which will then associate the full URL path name to the saved image, or click on close which will erase the full URL path name and close the window. An example of the Image Path pop-up window and its functionality: Product Deactivation Date: The Product Deactivation Date is the date on which the product will become deactivate. This would effectively be the date that the product would no longer be available in the Merchant s Web Store for purchase. The product will still be recorded in the Merchant s database, but will not be available in their Web Store. By clicking on the icon alongside the Product Deactivation Date field, a calendar will pop-up assisting the Merchant to select a deactivation date. Once the Merchant has selected their prescribed deactivation date, simply click on the add icon and the date will be loaded into the Product Deactivation Date field. By clicking on Cancel, the window will close and no date will be recorded. 18

20 19

21 Manufacturer: For the Merchant s records, the manufacturer (Responsible Company) can be inserted into this field. This information will not appear on the Merchant s Website, but will be available for the Merchant as a reference Warranty: The warranty period is the period in which the product is guaranteed for. This field is used for Merchant reference only and will not appear on the Merchant s Website. Category: The category field enables a Merchant to add a category or a sub category. By clicking on Add Category the Merchant will be presented with a pop-up allowing the input of a category name. Once a category name has been selected and typed into the field, simply click on Add to add the category to the Web Store or click on Cancel to cancel the entry. By clicking on Add Sub Category, the Merchant will be presented with a pop-up allowing the input of a Sub-category name that will be associated with the category name. Once a 20

22 sub-category name has been selected and typed into the field, simply click on Add to add the sub-category to the category, or click on Cancel to cancel the entry. An example of the Add Category/Sub-Category pop-up window: Sizes At This Price: This field enables the Merchant to capture different sizes of the product at the price specified. This is a reference field for the Merchant and does not need to be displayed on the Website. Colours At This Price: This field enables the Merchant to capture different colours of the product at the price specified. This is a reference field for the Merchant and does not need to be displayed on the Website. Special: Should a Merchant wish to make this product available for a special, they have the ability to either enable or disenable the product by simply clicking on either Yes or No 21

23 Special Price In Cents: This is the price in cents that the product will be sold for when on special. Special Start Date: The special start date is the date on which the special needs to become active and adopt the special price. By clicking on the icon alongside the field, an electronic calendar will be generated and the Merchant has the ability to select the correct date accordingly. Special End Date: The special end date is the date on which the special ends and the product then resumes back to its original value. By clicking on the icon alongside the field, an electronic calendar will be generated and the Merchant has the ability to select the correct date accordingly. Minimum Buying Quantity: The Minimum buying quantity is the minimum quantity of the product a shopper can purchase per transaction. Maximum Buying Quantity: The Maximum buying quantity is the maximum quantity of the product a shopper can purchase per transaction. 22

24 Receipt Duration in hours (Default 365 days): The Receipt Duration is the duration in which the Merchant would like to make the digital purchase available for. Fulfillment URL (Full URL Path): The Fulfilment URL is the path (Website address) used to direct Shoppers to the download of their digital product/s they have purchased. File to be uploaded to the server: This field enables the merchant to insert a full url address of the product file that they would like to upload to the hosting server. This file could either exist on the Merchant s local database or on a shared hosting database. Alongside this field there is a Browse button. By clicking on the Browse button the Merchant has the ability to locate the file name off their local database of the file that they would like to insert into the File to be uploaded to the server field. Reference URL (Full URL Path): The reference URL is the URL/path that is associated with the product for further information. 23

25 This URL would exist alongside the product and be available for a shopper to click on. Extra Parameter 1: The Extra Parameter 1 field facilitates additional information such as sizes available: Small, Medium, Large. The Extra Parameter 1 field presents a drop-down on the Website. Extra Parameter2: The Extra Parameter 2 field facilitates additional information such as colours available: Blue, Green, Red. The Extra Parameter 2 field presents a Radio Button Feature on the Website. 8.2 Add Voucher: Within ADD NEW, the drop down menu facilitates a Voucher tag. This feature enables the Merchant to enable their store to add types of vouchers that will be able to be redeemed against transactions. These are vouchers that could be redeemed against for example: Total Basket Size, Shipping, Line Item, etc 24

26 Once clicking on Voucher and then clicking GO, the following screen will be presented. All fields that have a * alongside them are compulsory fields. These fields require compulsory input. Type of Product: Displays the Type of service that is going to be added. In this instance it is a Voucher. Voucher SKU: The Voucher SKU is the unique product code attached to this voucher. SKU Store Keeping Unit Voucher Name: This would be the name assigned or associated with the Voucher. Voucher Description: This field would contain a fully detailed description of the Voucher. 25

27 Voucher Images (Full URL Path): This field would contain the full HTTP file name of where the voucher image is stored/saved. Voucher Start Date: This would be the date on which the voucher becomes available for redemption in the Web Store. Alongside the Voucher Start Date, an icon appears which links the Merchant to an electronic calendar. By clicking on the link the Merchant has the ability to select a suitable Voucher Start Date. Once a date is selected, simply click on Add Date and the prescribed date will be captured in the Voucher Start Date field, alternatively click on Cancel and the window will close and no date will be recorded. Voucher End Date: This would be the date on which the voucher becomes non-redeemable against purchase in the Web Store. Alongside the Voucher Start Date, an icon appears which links the Merchant to an electronic calendar. By clicking on the link the Merchant has the ability to select a suitable Voucher End Date. Once a date is selected, simply click on Add Date and the prescribed date will be captured in the Voucher End Date field, alternatively click on Cancel and the window will close and no date will be recorded. 26

28 An example of the Electronic calendar attached to the Voucher Start and End Date Field: Discount Type: The discount type is the type of discount that will be associated with the voucher. The dropdown box on the right hand side of the field carries four different discount options: Percent off line-item, Percent off total basket, Fixed amount off line-item and fixed amount off total basket. The discount type can either be a percentage based discount or a fixed amount type discount. 27

29 An example of the drop-down box attached to the Discount Type field: Discount amount in cents: This will be the value of the discount voucher. This discount amount must be captured in cents. 28

30 Only allowed once: This feature enables the Merchant to allow the voucher to be redeemed once or multiple times. Products this Voucher can apply to: This feature allows the Merchant to select which products they would like the voucher to redeemed against. A product or multiple products can be selected. The order/line-item must be for at least: This feature allows the Merchant to enforce a disciple rule to either the Unit or Rand value attached to the transaction before the voucher is able to become redeemable. By clicking on the drop down box on the right of the value field, the Merchant has the ability to either choose a Unit or Rand discipline feature. 29

31 Correctly Applied message: The correctly applied message would be the message presented to the shopper once the voucher has been redeemed successfully against a shopping basket Incorrectly Applied message: The incorrectly applied message would be the message presented to the shopper if the voucher has been unsuccessfully redeemed against a shopping basket. Active Product: This feature enables the Merchant to either enable the ability to redeem the voucher immediately or at a later stage. By clicking on Submit, the profile of the captured voucher will saved and made available on the Merchant s Web Store 30

32 9. CUSTOMISE WEB DISPLAY Within this section you are able to make graphical changes to your Webstore Website using the dynamic online Webstore wizard. The webstore wizard is a nine (9) step process that will aid you through the process of making updates and changes to your Website. Please click on the drop down menu alongside the Customise Web Display field and select Webstore Wizard. Once selected, click on GO and you will be able to access the Webstore Wizard. 31

33 10. CONFIGURE SYSTEM SETTINGS: The Configure System Settings feature enables a merchant to Configure Their Store, Manage Shipping Options, Deliver Batch to Shoppers and much more structured functionality. For the purpose of this document, the more important features will be addressed. Alongside the Configure System Settings field, the following drop down is available: 32

34 Select Configure Store and then click on GO, the following screen will appear: Configure Store: Please note: All fields that have a * alongside them are compulsory fields. These fields require compulsory input. To configure your Web Store constructively, the following fields need to be completed: Store ID: This is the Store Number MWEBassigns to the store Store Type: This is the type of SafeShop Store 33

35 Store Name: This is the name of the Store Merchant: This is the Merchant s address Notification Event: This feature enables the merchant to select what s they would like to receive from SafeShop, i.e: When a transaction is Authorised, Settled, Credited and when a Member is Deleted. Simply select the required s by clicking on the request box Notification Intervals: This feature enables the merchant to select the different interval time periods in which they would like to receive the s. A merchant can receive s as processed, Daily, Selected Day of the Week, Selected day of the Month. Simply identify the required times by selecting the relevant day of the week and date of the month from the drop-down boxes and then click on the relevant radio button Does This Store Charge VAT?: This feature enables the merchant enable VAT or not. Is the Store s Product Prices VAT Inclusive: This feature enables the merchant to identify whether the products listed in their store charge VAT or not. Should Shipping VAT Be Calculated Separately: This feature enables the Merchant to identify whether Shipping VAT should be calculated separately or not VAT Registration Number: In order for a merchant to VAT enable their store, they will need to insert their Store s VAT registration number Store Logo For Portals: This field contains the saved HTTP file name and path of the Store s Logo that will appear in the subscription based portals 34

36 Store Front URL: This field contains the URL/Web Address of the Web Store Allow Free s To Buy: This feature allows the Merchant to either enable or disenable Free Addresses to buy from their Web Store Accept Orders From Non South African Shoppers: This feature allows the Merchant to either enable or disenable Non South African shoppers to purchase form their Web Store Delay Transaction Processing: This feature enables the merchant to either allow a transaction to be sent across to their acquiring bank immediately after a shopper has shopped at their store, or to delay the transaction for a period of time. The transaction is delayed for the period of time it takes the Merchant to go into their Order Entry management service and click Settle 35

37 Receipts to Shoppers: This feature enables the merchant to allow SafeShop to a receipt to a shopper after a transaction has taken place. The merchant can either enable this feature or disenable this feature. Notifications of Test Transactions: This feature enables the merchant to enable notifications of test transactions. This really means that when the store performs a test transaction the merchant is notified about this transaction via SafeShop. Allow Shoppers to Add Additional Message To Their Products: This feature enables the merchant to allow the shopper to add additional messages to products purchased. A good example of this function is a Web Store that sells gift baskets, etc. By enabling this feature, the shopper has the ability to type in additional messages, which will be handed to the shopper with the product/s purchased. How Long are Member Baskets Valid For: This feature enables the merchant to set a time frame to the amount of days a registered shopper s basket is valid for. This would effectively be a basket that a shopper has decided to abort and has not continued a transaction. Minimum Allowed Order Amount in Cents: This feature enables the merchant to set a minimum amount a shopper can purchase for per transaction Maximum Allowed Order Amount in Cents: This feature enables the merchant to set a maximum amount a shopper can purchase for per transaction Warn Me If Order Exceeds Order Risk Index: This feature enables the merchant to set their store s Order Risk Index at a certain point rate. Within the Download System Reports feature, a Fraud Index report is available on the drop-down. This Fraud Risk Index contains a global setting of all possible fraudulent fields in a transaction. From the report, the merchant has the ability to work out what point ratio they would like to set their store at. Please consult the report to work out what your 36

38 Fraud Index Rate would. Once complete insert the variable in the entry field alongside this field Surcharge: This feature enables the merchant to add in a % surcharge for additional services, etc. Additional Message for ed Receipts: This feature enables the merchant to add in additional messaging to receipts that are generated via SafeShop and are ed to the shoppers Custom Receipts: Should a Merchant wish to not utilise the SafeShop receipts but develop their own, this feature enables the merchant to capture their own customised receipts SafeKeys: The Merchant s Primary SafeKey is generated by SafeShop and made available in this field. This SafeKey is very important and must be kept in a safe place. The SafeKey will be used when utilising the SafeShop spread sheet to upload products into the SafeShop 3 Product Database. The SafeKey will be a number very similar to the following: {F6965E B68F-16BF17E88B8F} A new SafeKey can be generated at any time. Simply click on the Reset SafeKey field and a new SafeKey will be generated. A secondary SafeKey is also generated via SafeShop and is made available to the Merchant. To generate a new Secondary SafeKey, please click on the Reset Alternative SafeKey and a new Secondary SafeKey will be generated. ONCE ALL FIELDS HAVE BEEN POPULATED, PLEASE CLICK ON SAVE CHANGES AND ALL UPDATE WILL BE SAVED Batch Shoppers: This feature enables a merchant to send either an independent or batch to all shoppers that have shopped and registered on SafeShop via their Web Store. The batch tool can be used to inform shoppers of specials for the next month, or can be used to generally communicate with their shoppers. 37

39 Select Batch Shoppers in the drop down and click on GO, the following screen will appear: Here the merchant has the ability to either type the batch mail in text or HTML 38

40 Once the mail has been generated and a subject has been added in to the Message Subject, the following appears below the message: A list of available shoppers will appear. A merchant can either select all or deselect all Once the relevant shoppers are selected, simply click on Send Message and the message will be sent to the shoppers 12 MANAGE SHIPPING OPTIONS: The Manage Shipping Options feature allows merchants to configure multiple courier services for their Web Store 39

41 Select Manage Shipping Options from the drop down alongside Configure System Settings and the following screen will appear: As with any new store, a merchant will need to configure their shipping options. 40

42 Click on the GO button alongside the ADD NEW SHIPPING METHOD, and the following screen will appear: Here the merchant will need to type in the Shipping Method Name, Telephone, Shipping URL, Common Carrier (SA Based or not) 41

43 Once complete, click on Shipping Zones and the following screen will appear: Here the merchant will need to identify the Zone Name, for example: Johannesburg, Cape Town, etc. Identify whether Shipping Zone type will be Domestic or International and then click on Save Zone Information 42

44 Once complete, go back to the ADD NEW SHIPPING METHOD, and the following window will appear: In can be noted that Configure Shipping Zones has now been updated and reads Replace Shipping Zones 43

45 Click on Configure Shipping Rates, and the following screen will appear: For a Flat Rate, please insert the Shipping Charge in cents and the click on Save Information 44

46 For Amount Based, please click on the link and the following screen will appear: The Amount Based variable works in volume. For example up to the order of 10 of a specific product, the shipping price will be in X number of cents Once all entries are complete, click on save information and the update will be saved 45

47 For Weight Based, click on the Weight Based icon and the following screen will appear: The Weight Based variable works on weight associated with volume. For Example, for a purchase up to 10 products of the same size and weight, the shipping fee will be X Once all the fields are complete, please click on the save information icon and all updates will be saved We wish you many days of splendid online trading The SafeShop Team CONTACT INFORMATION: Should you experience any difficulty understanding the processes attached above, Please feel free to call: Customer Care (business hours: 24hrs) or (sos@mweb.co.za) 46