WEBSTORE: TIPS & TRICKS GAME SHOW. Erin Motett

Transcription

1 WEBSTORE: TIPS & TRICKS GAME SHOW Erin Motett 1

2 LET S MAKE TEAMS Blue Red Green Yellow 2

3 FIRST QUESTION... To print a packing slip for an item sold on the WebStore you must A. Run a Sales by Item report in Tracks B. Click View Transactions in the WebStore Manager C. Click WebStore Transaction Report in the WebStore Manager D. View the Customer History report in Tracks 3

4 THE CORRECT ANSWER IS! To print a packing slip for an item sold on the WebStore you must A. Run a Sales by Item report in Tracks B. Click View Transactions in the WebStore Manager C. Click WebStore Transaction Report in the WebStore Manager D. View the Customer History report in Tracks 4

5 HOW-TO: PRINTING A PACKING SLIP Open the WebStore Manager Management>WebStore> WebStore Manager Click Reports Tab at top 5

6 HOW-TO: PRINTING A PACKING SLIP Click Display WebStore Transactions Click paperclip icon for the specific transaction 6

7 HOW-TO: PRINTING A PACKING SLIP Print and package! 7

8 NEXT QUESTION: What is the easiest way to begin collecting debts from students who hold a balance on their account? A. Send a form letter through Tracks B. Notify all parents through the school auto-dialer C. Ask the students to deliver a debt letter to their parent D. Send out a debt collection through the WebStore Manager 8

9 THE CORRECT ANSWER IS: What is the easiest way to begin collecting debts from students who hold a balance on their account? A. Send a form letter through Tracks B. Notify all parents through the school auto-dialer C. Ask the students to deliver a debt letter to their parent D. Send out a Debt Collection through the WebStore Manager 9

10 HOW-TO: SEND DEBT S Notifies Students/parents of outstanding debts Automatically generates debt items and totals Keys to Success Must Have addresses! If you don t collet addresses- START! Require field for Dr. Download s will connect to customer accounts on WebStore 10

11 HOW-TO: SEND DEBT S Click Management>WebStore>WebStore Manager Click s tab Click to Manage- create/edit/send debt newsletter 11

12 HOW-TO: SEND DEBT S Select user groups Select specific graduating years Test by selecting admin only Subject Balance rather than debt Message Edit text- Advanced Editor Send Newsletter Confirmation screen will list all addresses that have received a debt notification 12

13 HOW-TO: SEND DEBT S will generate debt description and amount Provides quick link to pay debts on the WebStore 13

14 NEXT QUESTION New Feature! You can now receive daily sales notification s. Where can this feature be enabled? A. School Settings B. WebStore Software Options C. WebStore Manager D. Customer Maintenance 14

15 THE CORRECT ANSWER IS: New Feature! You can now receive daily sales notification s. Where can this feature be enabled? A. School Settings B. WebStore Software Options C. WebStore Manager D. Customer Maintenance 15

16 HOW-TO: GET DAILY SALES NOTIFICATION Click Management>WebStore>WebStore Manager Click s tab Click to Enable 16

17 LUCKY QUESTION 4: You can create a coupon on the WebStore that applies to A. One student or a group of students B. A particular item C. A particular department D. All of the above 17

18 THE CORRECT ANSWER IS You can create a coupon on the WebStore that applies to A. One student or a group of students B. A particular item C. A particular department D. All of the above 18

19 HOW-TO: COUPONS Click Management>WebStore>WebStore Manager View Store Coupons View/edit existing coupons Add New Store Coupon Create new 19

20 HOW-TO: COUPONS Standard Coupon Require no specific code to enter during checkout Discount will automatically be applied at checkout Allows for multiple discounts to be used in a single transaction Leave Coupon Code blank Coded Coupon User must manually type in code during checkout Only allows ONE coupon per transaction Code Coupon overrides any standard coupons Example: YRBK

21 HOW-TO: COUPONS Choose discount type Dollar Amount Specific dollar amount will be deducted from entire order, specific item, specific student or group of students depending on set up Percentage % discount will be applied to entire order, specific item, specific student or group of students depending on set up 21

22 HOW-TO: COUPONS Value Amount to be deducted ($ or %) Minimum Order Minimum order total to qualify for coupon Max Uses # of times a coupon can be applied before it expires Start and End Date Dates the coupon is valid 22

23 HOW-TO: COUPONS Who is eligible? All All Users Grades Choose specific grades Default Parent/users who created accounts on your store Student Anyone who is a student regardless of grade 23

24 HOW-TO: COUPONS Choose coupon type Global Everyone Product Related Specific item(s) Department Related Specific Department(s) User Related Specific student(s)/user(s) Status Turn ON/OFF Coupon will apply at check-out 24

25 NEXT QUESTION You would like to sell your baseball activity fee on the WebStore. What feature could you use to ensure that any student purchasing the activity fee has previously handed in their clearance form? A. Add a Bonus Field B. Add a Must Item C. Add a Download D. Add a Waiver 25

26 THE CORRECT ANSWER IS: A. Add a Bonus Field B. Add a Must Item C. Add a Download D. Add a Waiver You would like to sell your baseball activity fee on the WebStore. What feature could you use to ensure that any student purchasing the activity fee has previously handed in their clearance form? 26

27 HOW TO: ADD A MUST ITEM Item Maintenance>Tab 3 Additional Click Must Item magnifying glass Search for $0.00 prerequisite item Don t forget to sync! If customer has not turned in form they will receive an error message at checkout 27

28 NEXT QUESTION: To limit the number of dance tickets that a single student can buy you need to fill out which field? A. Quantity On Hand B. WebStore On Hand C. Normal Stock D. Quantity Limit 28

29 THE CORRECT ANSWER IS: To limit the number of dance tickets that a single student can buy you need to fill out which field? A. Quantity On Hand B. WebStore On Hand C. Normal Stock D. Quantity Limit 29

30 HOW TO: QUANTITY LIMIT Item Maintenance>Tab 1 Main Type must be Product Enter restricted number into Quantity Limit Example: If student can buy a ticket for themself and a guest enter 2. Quantity on Hand- for stock you have available to sell inperson WebStore Quantity- for stock you have made available for purchase on the WebStore 30

31 HOW TO: QUANTITY LIMIT Move to tab 5 WebStore 2 Click Display Available Stock Tracks Inventory Customer will see available stock number displayed on the WebStore Quantity Limit will be honored Note: Even if you are not tracking inventory you must enter a fictitious inventory number and click Display Available Stock for quantity limit to be recognized. 31

32 BONUS ROUND Name three things that we discussed today that can be done in the WebStore manager. Send a debt notification Print a packing slip Enable/Disable Daily Notification s Create a coupon 32

33 BONUS ROUND I want to set up a coupon: Type: Coded Coupon Amount: 5% Off Valid: July 15-August 15 Available to: Everyone Applies to: All items on the store What would I fill in? 33

34 THE CORRECT ANSWER IS: I want to set up a coupon: Type: Coded Coupon Amount: 5% Off Valid: July 15-August 15 Available to: Everyone Applies to: All items on the store Customer Action Does NOT enter in SPIRIT2013 during checkout= no discount Enters SPIRIT2013 during checkout= receives 5% off order 34

35 LEARN. CONNECT. GROW. 3 CLOSING THOUGHTS 1. Ask us questions 2. Schedule a 1:1 3. Let us know what you think! 35

36 36 THANK YOU!