Table of Contents. Introduction Technical Support Getting Started Data Synchronization General Website Settings...

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1 E-Commerce

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3 Table of Contents Introduction... 1 Technical Support... 1 Introduction... 1 Getting Started... 2 Data Synchronization... 2 General Website Settings... 3 Customer Groups Settings... 4 New Accounts Website Settings... 4 Inventory Settings... 4 Payment Option:... 5 Creating Website Content... 7 Planning Your Website... 7 Creating Inventory Categories Listing Products Template Options Template Options Overview Group Templates Group Template Settings Components Optional Components Serialized Items Product Attributes Inserting Graphics into EBMS Pricing Options Special Pricing Manage Available Inventory Seasonal Items i

4 Table of Contents Displaying Accessories Discount Codes Identifying New Products Configuring the Shopping Cart Shopping Cart Creating a Generic Customer User Created Automatically Create and Match New Accounts Merge Accounts Shipping Options Setting the Default Shipping Method for the Customer Payment Options PayPal Customer Portal Customer Accounts Payments and Order History Customer Groups User Created Customer Accounts Processing Orders Order Confirmation Displaying and Printing New Orders Processing Credit Cards Site Administration Site Administration Overview Editing Static Pages Editing Page Information Adding Images & Files Adding a New Page ii

5 E-Commerce Editing Page Using Alternative Editors Error Page Advanced Options Blog Creating or Editing a Post Manage Comments Most Recent Posts Product Social Share Search Engine Optimization Creating SEO for E-commerce folders and items E-commerce History Manage Site Redirects Advanced Features Smart Search Product Review Setup Submit a Review Manage & Approve Product Reviews Country Options Links and Associations Locate a Dealer Synchronizing Data Displaying Items on Multiple Websites SSL Certificate Application Website Configuration Options Index iii

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7 Introduction Technical Support Welcome to the instructional manual for the E-Commerce module within EBMS. In the sections following, explanations and examples of the available features within the E- Commerce Module will be explained. To reach our staff for further help, use the following information: Eagle Business Software 5351 Lincoln Highway, Gap PA p: (717) x2 f: (717) e: Manual Revision 8.2 July 2018 Introduction Increasingly more people are shopping on the internet and locating stores or specific product online. The e-commerce Module within EBMS allows you to start a store online using your existing EBMS inventory system. The E-Commerce module of EBMS allows the user to create product lists, pictures, pricing, and details for a website, directly from the EBMS inventory system. The user reduces redundant information by only maintaining one product and price list. The module includes a full featured shopping cart that includes terms, shipping options, and pricing uploaded from the EBMS software. This optional EBMS module facilitates the process of A) Uploading product information, customer information, and product page design from the EBMS Software, B) Managing an online shopping cart, and C) Downloading and processing orders from the e- commerce website to EBMS. The EBMS e-commerce module gives the user the following advantages: Add, remove, and control the content of your entire e-commerce website from the EBMS software. Product pricing, availability, and details are derived from the EBMS inventory database. Add entire groups of products in minutes - Products within the EBMS inventory catalog can easily be added or removed from the e-commerce store. Product information, pricing, and availability details are synchronized with the website. Products may be removed or marked as out-of-stock based on inventory levels. Reduces redundant information - The user is not required to maintain two separate product lists; the POS system within EBMS and the e-commerce list on the web. Dynamic product information is automatically created - New product lists, customer pricing, and out of stock notation details are created directly from the information within EBMS. User specific pricing, terms, and shipping options are displayed based on the user name and password created within EBMS - A customer's price level, special pricing, terms, and shipping information are derived directly the EBMS software. The customer's name and password are entered within the customer record of EBMS. 1

8 Introduction Receive orders directly into your order entry system - E-commerce orders are synched into EBMS as a sales order. Verify credit card information on-line through a common gateway. Credit card processing is integrated into the EBMS software. The card is validated on-line but an optional setting will delay the debit of the card until the invoice is processed. This feature minimizes the number of credits and billing charges at the time the order is shipped. A. Upload information such as product information, customer information, pricing, and availability. The data is synchronized between the EBMS data on the company computer to the data center that hosts the e-commerce site. The EBMS update procedure requires a high speed connection to the internet since the synchronization tool is constantly copying graphics and text to the website. A digital connect of 128K upload speed or higher is required. 256K or higher is recommended. The upload process is no longer a process step that must be launched by the user. Allow a few minutes for changes to be reflected on the website. Contact an EBMS support technician for any issues regarding the synchronization tool. Review the Creating Website Content > Planning your Website section for more details on entering product information. Review the Creating Website Content > Group Templates and Listing Products sections for details on group appearance options. Review the Creating Website Content > Editing Static Pages > Editing Page Information for details on changing informational (non-product) pages. B. Manage the Shopping Cart Review the Configuring the Shopping Cart > Creating a Generic Customer section for details on general website shopping verses requiring a customer login. Review the Configuring the Shopping Cart > Shopping Cart section for configuration details for the shopping cart. Review the Configuring the Shopping Cart > Payment Options and Shipping Options to configure shopping cart options. C. Processing Orders from the e-commerce website Review the Processing Orders > Displaying and Printing New Orders section for details on viewing orders. Getting Started The e-commerce module within EBMS contains many powerful options that must be configured before displaying and selling items online. Each of the following configuration settings must be completed before continuing with the e-commerce setup and processing: Data Synchronization - The user name and password for the Sync tool must be entered for the communication of the website with the EBMS data. General Website Settings - The website settings, options, and site defaults must be set for each website. Review the General Website Settings section below for details. Group Settings - Group settings are used to configure Shipping Options and messages for groups of customers. Each website requires at least one group setting. Review the Group Settings section for more details. Payment Options - Credit card payment options for the e-commerce shopping cart must be configured. Review the Payment Options section below for details. Data Synchronization Access the synchronization Website Login by selecting Sales > Web > Data Synchronization from the main EBMS menu. 2

9 E-Commerce Review the Advanced Feathers > Synchronizing Data section for more details on this utility. General Website Settings General website settings must be set for each website. The EBMS software allows the user to connect a single EBMS data source to multiple websites. The most common configuration is connecting individual websites to EBMS data sets. Go to Sales > Web > and click on your website URL name to open the following dialog: Configure each of the Default Customer settings: The Default website customer entry is required for customers who can purchase product on-line without a login name or password. The generic customer id entered in the Default website customer entry and is used whenever a person submits an order without specifically identifying themselves by logging onto the site. Review the Configuring the Shopping Cart > Creating a Generic Customer section for more details on the Default website customer setting. It is important that the terms, shipping options, and other settings within this generic customer are configured before customers place e- commerce orders without a login process. Review the Configuring the Shopping Cart > Customer Accounts section for more details on allowing or requiring the customer to login. Enable the Switch to existing customer if a matching address is found option to compare the customer's address on an order received from a generic customer (customer that has not logged into the system with a user name)with existing customer information within EBMS. This allows the order to be entered without logging in but matched with the customer using s information within EBMS. Disable this option to manually move orders to existing customer records or create new customer records. Enable the Create a new customer if no matching customer is found option to create a new customer record within EBMS for all customers with no matching records. Set the Base Inventory Folder which is the parent folder of the first level of product folders listed on the e-commerce site. The root inventory folder is selected in most situations. Set the following Sales Order Settings: 3

10 Introduction Enable the Charge Credit Card Immediately option only if credit cards are to be debited (post-authorized) immediately rather than at the time the invoice is processed. Enabling this option will debit the card immediately at the time of order. If this item is not enabled pre-authorization will verify the card, validate that the amount of the sale available, and allocate the funds for the time period (normally a few days) authorized by the merchant account. Enable the Verify Credit Cards with this amount option if the exact billing amount at the time of the order is unknown. Specify an amount that will be preauthorized to ensure that the card is valid. Companies typically verify with $.50 or $1.00 amounts. When the invoice is processed the actual amount will be charged. Enable the Default shipped date to entry date option if the Ship Date within the sales invoice should be set with the order date rather than left blank. Enable the Default the quantity shipped to equal quantity ordered option to copy ordered quantities to the shipped quantity within the sales order. This option should be disabled to properly manage inventory. Quantity shipped should be manually set when product is pulled from stock. Set the desired Salesperson and Warehouse options if they apply. The Invoice Prefix is prefixed to the invoice number to make the order number unique. The Next Invoice value is incremented each time an online sales order is created. The Custom Settings button allows the user to change custom fields on the website including contact form settings. Use the View Website to quickly preview the site. Use the View Website Admin to login to the online site content management system (CMS). Use the HPP Settings button to enter the Verifone Hosted Payment Page credentials. Customer Groups Settings Review the Customer Group Settings section for information on the group settings. There must be at last one Group created before the shopping cart can be used. New Accounts Website Settings The following settings involve the options regarding customer created accounts within the website. 1. Enable the Allow web users to create new account option to allow the user to create an EBMS customer account from the website. If this setting is not checked, the customer information will be sent as an request rather than creating a customer account within EBMS. 2. Enable the Auto-approve new accounts option to allow the user to create a new account and place an order online immediately. This option should be enabled for most retail websites. Normally this option is disabled for wholesale sites or sites that require an approval step for all new accounts. 3. Select the Default Customer Folder. This folder setting is important if the Allow web users to create new account option is enabled. Review the User Created Customer Accounts section for more details on each of these 3 settings. Check the required contact fields for the new customer account form on the web. Inventory Settings The default Templates settings should equal the common folder and item templates. Review the Creating Website Content > Group Templates section for details on template settings. The Display accessories horizontally in item template when there are more than accessories option determines the way accessories are displayed on the inventory item template. Review the Creating Website Content > Displaying Accessories section for more details on this option. The Hide manufacturer and Hide manufacturer part number will remove the manufacturing information from the website. Enable the Show available inventory count on the web to show the individual counts for each item. This count number is found on the inventory item > Count tab > Summary > Available. Review Displaying Product Count for more details on this option. The Show New Icon for days after entry date entry identifies the amount of time a new item is listed on a new items page of the site, or shows a new item star-burst by the new item. Review the Creating Website Content > Identifying New Products section for more details on this option. The Search options is used to determine the number of search result items displayed for both the standard and advanced search pages. Go to Advanced Features > Site Search Options section for details. 4

11 E-Commerce Payment Option: Select Sales > Options from the main EBMS menu and click on the Payments tab. Each payment method that is available online must be configured for the website. Review the Sales > Customer Payments > Processing Payments section within the sales documentation for more details. Click on each payment method that is offered on the e-commerce site and set the appropriate general ledger account as shown below: The Company and Website general ledger accounts should be identical if the same merchant account is used. Create separate G/L accounts if separate credit card merchant accounts are being used. Review the Sales > Customer Payments > Cash Accounts, Deposits, and Reconciling Cash section of the sales manual for more details on configuring the general ledger accounts for the online payments. 5

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13 Creating Website Content Planning Your Website An important step in planning a successful online store is charting your pain product groups and their sub categories. Intentionally structuring and naming your product groups will allow the web customer to find product quickly and easily. It is important to plan the product arrangement for an e-commerce website before entering folder templates and information. The ideal number of root product groups on a website is between 6 and 20 although less than 6 or more than 20 can be accommodated. Each one of these groups may contain subgroups. The arrangement of product groups and web pages will be directly related to the organization of the inventory folders within EBMS. Subgroups can vary from a few subgroups to dozens or even a hundred or more if necessary. It is important to organize products in groups and subgroups that simplify the navigation process of finding products or groups of products. For example, the first level of product groups is shown below: Because the folders labeled Business Forms, Computers & Tablets, EBMS Hardware, Hardware,and Network Hardware sections are located on the first level of the folder tree, these folders will create the first level of product options within the e-commerce site as shown below. 7

14 Creating Website Content Note that not all the folder groups within the EBMS folder list are displayed on the web. This is based on a Show on Web setting within the folder. Folders can be renamed differently for the web while the inventory structure remains the same. The product menu and layout can be designed for each company to create a navigation menu that is tailored to their needs. The Accessories group shown below has subgroups listing the different accessories while the sub-group Printer Supplies has yet another level of product groups (folders) for each brand. 8

15 E-Commerce The Hardware folder group which is also a level one folder has a number of subfolders with the 3 rd level folders grouping the type of Hard Drives and Memory. Not all groups may contain sub-folders. Some of the first and second level folders may contain products while others are grouped in 3 rd or 4 th level folders. 9

16 Creating Website Content The website is easier to navigate if folder groups do not contain both products and sub folders although the system does allow this flexibility. Planning the relationship between the existing inventory folder arrangement and the product organization on the e-commerce site is very important. The original inventory grouping within EBMS may need to be rearranged to fit the desired e-commerce store arrangement. The E-commerce module may also require the user to create more folders so that a large number of products are not located within a single folder. Note that items or folders that are not listed on the web can be ignored when planning the e- commerce product arrangement. Products can be listed in multiple web group locations. Review the Listing Products section for more details. Review the details within the Creating Website Content > Creating Inventory Groups section to create these product groups on the web. After creating product group pages on the web, review the Creating Website Content > Listing Products section to add products to the website. 10

17 E-Commerce Creating Inventory Categories It is important to plan the product groups before proceeding with this section. See the Planning Your Website section for more details. This section will explain the steps required to create web pages for each product group. The website page settings are set within the Inventory > Options > Product Categories tab as shown below. Click on a folder group (example:accessories) and click on the Properties button. Click on the Website tab as shown below: 11

18 Creating Website Content The Show folder on website option must be enabled to show this group on the website. Important note: All parent folders must have the Show folder on website option enabled for the product group website to show. For example the 3 rd level folder page will not be displayed on the web if the 1 st or 2 nd level folder has the Show folder on website option disabled. This also includes the root folder labeled Products or Inventory. The root folder normally does not require any settings except that the Show folder on website option is enabled. The Title is shown on the top of the web page. If this entry is blank the folder name is used as the title. The Short Description is an optional description that is often displayed at the top of the product page. This description should be limited to a paragraph or a few sentences. The Long Description may contain additional information and is not limited by the amount of data. This section may include multiple paragraphs or other product links. This description is also an optional entry. Review the Advanced Features > Links and Associations section for more details on product links. The Template drop down option determines the appearance of the page. A number of template options are available within the EBMS software. Review the Creating Website Content > Group Templates section for a list of standard templates. Custom templates can also be added to display specific information or customize the web page arrangement. 12

19 E-Commerce Select the desired Template from the list on the left side of the dialog. Close the window to return to the Folder Properties Website tab. The Thumbnail and Detail Image entries are graphics or photos that are displayed on the website and are arranged by the template. These images should depict the contents of the folder. The Thumbnail image will be created from the Detail Image if the Thumbnail is required and the Thumbnail is left blank. The Use images from folder contents on web templates displays item images instead of folder detail images. For example these steps were completed to create the following Accessories web page: 1. Go to Inventory > Options and click on the Product Categories tab. 13

20 Creating Website Content 2. Click on the root folder labeled Products, as shown in the example shown above, and click on the Properties button. Click on the Website tab to show the following dialog: a. Enable the Show folder on website option since it is the root folder. This step is required so all sub-folders with the Show folder on website option enabled will be displayed on the web. b. Set the Template to a template such as standard/grid1 This template will only be used if the products link is used on the website. Review the Creating Website Content > Group Templates section for more template options. c. Enter a Short Description or Long Description only if general product notes are desired. No Thumbnail image is required on this dialog. The Detail Image is not used at this level unless a template such as the itemlist is used. Review the Creating Website Content > Group Templates section for more information on group templates. d. Click on the OK button to return to the Inventory Folder list. 2. Click on the Accessories folder, Click on the Properties button, and click on the website tab as shown below: 14

21 E-Commerce This dialog will require more information than the root folder. a. Enable the Show folder on website so the printer page is created. b. The Title entry is blank so the system will use the folder label Printers as the title. c. The Short Description gives the page some more information about the printers. This description shows below the title Printers in the website page shown in the following page: d. If a Long Description would be entered in this dialog, the description would be displayed below all the Icons. e. The template standard/grid1 is selected so that the subgroups will be displayed with individual Thumbnails from the subfolders rather than the graphics within the printers dialog shown above. The thumbnails are displayed 3 wide and up to 4 rows long. f. Click the OK button to return to the folder list. 2. Repeat Step for any sub categories or folders within the selected folder. The Thumbnail images must be set within the individual subfolders. For example: Adapters, Cables, Cleaning Items, 15

22 Creating Website Content are all subfolders within Accessories. The thumbnails for this page could also be created by the system if the Detail Image within each subfolder is properly created. Review the Inserting Graphics into EBMS section for more details on inserting the Thumbnail or Detail Image graphics. 3. The following web page is created as a result of the settings described above. Page buttons will appear at the top and bottom of the web page if the number of product groups is greater than the space on the page. The appearance of the website can be configured using a variety of options. The flexibility of the EBMS e-commerce engine allows the user to personalize the shopping cart to match the site. Continue with the Creating Website Content > Listing Products section for more details on adding items to the product groups. Listing Products This section will explain the steps required to add products to the e-commerce website. Three items in a sub folder group are shown below: 16

23 E-Commerce Complete the following steps to add product information within a folder. Review the Creating Website Content > Creating Inventory Groups section for details on creating product groups before individual items are inserted within the groups. 1. Open an inventory item record. 2. Open the website tab of the inventory item as shown below: 17

24 Creating Website Content 3. Enable the Show item on website to display the item on the web. Disable this option to remove the item from the site. 4. Enable the Only show prices when customer logs in option only if the price and add to cart is hidden unless a customer logs into the site before placing the order. This option hides the price of all customers that browse the site without logging into the site with a user name and password. This option can be ignored if the user is forced to log into the website. Review the Configuring the Shopping Cart > Customer Accounts section for more details on customer login options. 5. Enable the Prevent web purchases exceeding on hand quantity setting to limit the number of purchases to the number of items available. This available count can be viewed from the Count tab > Summary > Available on each item. If the web customer tries to purchase more than is available, the website will display a message and only allow the user to purchase the available amount. Review the Manage Available Inventory section for more details. 6. The Seasonal setting is used to remove the Add to Cart button and replace it with a message. This option can be used to display items that are seasonal but only allow the user to purchase the products between two dates. This option can also be used to always restrict items from being sold on the e-commerce shopping cart. Review the Seasonal Items section for more details on this option. 7. The Changes on web when out of stock option controls the affect of the inventory item on the website when the inventory stock is low. This option should be set to No Change on all service and no count items since this option is based on the inventory stock. Review the Manage Available Inventory section for more details. Tip: Use the filter down method to change the these settings for an entire group of items. Review the Standard Features > Change Defaults, Filter Down, and Globally Change Data section within the main EBMS manual for more details on setting the defaults for items or changing a range of items at the same time. 18

25 E-Commerce 7. Items can be shown in multiple product groups by adding Folder Path locations. Select Add and choose an additional folder group location to display the item. 8. Enter the product label into the Title entry. The system will use the first description on the General tab if the title entry is blank. 9. Enter an optional Short Description of the item. The system will show the 2nd description line found within the General tab if the Short Description is blank. The Short Description is the text shown under the title in the website example shown below. This text should not be lengthy. 10. Enter an optional Long Description. The system will use the 3rd line of description within the General tab if the Long Description is blank. The long description is displayed within the item details page of the product. Pure html can be added to the Short Description and Long Description by including the html between the <htmlonly> and </htmlonly>tags. 11. Set the template option to /standard/item unless the item is a serialized item, or has components. Review the Template Settings section of this manual for more details on other item templates. 12. Insert up to twelve Detail Images of the product into the Detail Image block. The Thumbnail image will be created from the detail image if the Thumbnail setting is blank. Review the Creating Website Content > Inserting Graphics into EBMS section for more details on inserting the Thumbnail or Detail Image graphics. Review the Advanced Features > Displaying Component Options on the Web section for more details on the Component settings. Click OK to save the settings for the inventory item. Repeat steps for each inventory item that you wish to display on the website. The following details web page is displayed if the user clicks on the item Details link on the list. 19

26 Creating Website Content The product Image(s) are displayed on the upper left side of the detail template. These image(s) can be displayed in it;s actual size by clicking on the Enlarge Photo link below the image. The product's inventory ID and product Title is displayed on the upper right corner of the detail template. The manufacturer - MFG is displayed below the item Title. Hyper-links can be associated with both the product ID and the MFG code. Complete the following steps to associate website URL addresses to either the product or the manufacturer: 1. Open the inventory item record by selecting Inventory > Product Catalog from the main EBMS menu. 2. Click on the General tab. as shown below: 20

27 E-Commerce 3. The Web setting will be linked to the hyper-link associated with the product ID; 4. Right click on the Manufacturer ID and select Lookup from the context menu to open the following dialog: Enter the manufacturer's Web Site URL to associate a hyper-link to the MFG code on the website. The Manufacturer information can be hidden from the website in Sales > Website > Inventory Settings tab. Review the Getting Started section for more details. 21

28 Creating Website Content Return to the web page as shown below: The pricing, unit of measure, and Add to Cart button will appear on the right side of the item template. The pricing and Add to Cart button can be suppressed using one of the following methods: Open the inventory record and click on the Website tab. Enable the Only show prices when customer logs in option to suppress the price until a customer logs in. Review the Configuring the Shopping Cart > Customer Accounts section for more details on the customer login process. Set the Seasonal Item setting of the item to suppress the Add to Cart button. Review the Seasonal Items section for more details on this option. The Short Description will appear under the price to the right of the image. The Long Description is displayed below the image and other information. Review the Advanced Features > Links and Associations section for more details on creating links within a description. Accessories can be displayed at the lower part of the page. Review the Displaying Accessories section for details. Product Reviews can be attached to each item. See Product Reviews for more information. Review the Configuring the Shopping Cart > Shopping Cart section for more details on the Add to Cart buttons. 22

29 E-Commerce Template Options Template Options Overview The ecommerce module give the user a variety of flexible template options. This includes flexible ways to list categories of items, optional components, product attributes, and more. a. Review the Group Templates and Group Template Settings sections for details on displaying categories and folders of product. b. Review the Components section for details on displaying sets with its individual components. This is used to display an assembly an assembly kit that includes components but is priced as a unit rather than by the individual components. c. Review the Optional Components section for details on displaying custom items with optional component lists. This is used to configure custom sets and made to order items by allowing the customer to select options when purchasing a product. d. Review the Serialized Items section for details on displaying individual serialized items. This is used to track and sell individual serialized products within a single inventory item. e. Review the Product Attributes section for details on displaying categories and items containing one or more attributes. This is used for an inventory group (folder) that contains multiple items that are very similar but differ based on size, color, or style. Group Templates The Template setting within the Website tab of the inventory folder properties determines the way the product category and product will be shown on the website. Select a product group by right clicking on an inventory folder and selecting Properties from the context menu. Click on the Website tab to open the following dialog: 23

30 Creating Website Content Select a Template from the drop down list as shown above. The template options are described below accompanied with sample website graphics. Note that the template style is based on CSS settings and the template settings within EBMS. Go to the Template Settings section for details on the template options. Grid? - These template are the most common template used to display product categories or product folder groups. See the image below for a visual example. The Grid1, Grid2, Grid3 templates default to different number or columns and rows but these settings can be changed to meet specific needs. Review the Template Settings section for more details on setting the number of thumbnails per row and the number of rows. This template displays the following contents from the selected folder settings: A. The folder Title will be displayed at the top of the web page. B. The folder's detailed image will be displayed on the web below the title. In the example shown below, a banner was placed in the folder's detailed image to enhance the appearance of the group page. The red outline shows you the size of the banner graphics. Remove the detail image and only submit the thumbnail image to display groups similar to the example below. Review the Creating Website Content > Inserting Graphics into EBMS section for more details on graphics. 24

31 E-Commerce A. The Short Description of the root folder will be displayed on the web below the folder image. Note that text with a hyper link labeled search was inserted into the short description which appears immediately below the banner graphics. HTML code can be inserted into the short or long description fields to create additional affects. B. Displays the Long Description of the root folder at the bottom of the web page It displays the following contents from the sub-folder Website tab: 1. Displays the sub-folder's Thumbnails on the web. Multiple pages are created if necessary. 2. The Title of each sub-folder is displayed under the thumbnail images. Some templates include the Add to Cart button and price. The button and price can be hidden by setting the appropriate option within the template settings. Review the Template Settings section for more details on hiding buttons or pricing on product lists. Additional pages can be accessed by clicking on the page number or clicking the Next link. Detail - This template is an ideal option that displays the short description of each folder or item. This template displays the following contents from the selected folder settings: A. The root folder's Title is displayed at the top of the page. B. The root folder's detailed image is displayed below the title. A banner graphic is an ideal detail image for a root folder. See example above. Remove the detail image and only submit the thumbnail image to display groups similar to the example below. Review the Creating Website Content > Inserting Graphics into EBMS section for more details on graphics. C. The Short Description of the root folder is displayed below the detail image. D. The Long Description of the root folder is displayed at the bottom of the web page, It displays the following contents from the sub-folder settings: 25

32 Creating Website Content 1. The sub-folder's or product's Thumbnails are displayed in a list format with the short description shown to the right of the image. Hyper-links and other HTML code can be used to enhance the appearance of the product list. 2. The Title of each sub-folder is displayed above the short description. 3. The Add to Cart button and price will appear if the list consists of products rather than folder groups. Basic? - These templates are an ideal option when individual sub folders do not contain graphics. See image below: 26

33 E-Commerce The Basic1 and Basic2 templates can be custom configured within the website configuration file. Review the Template Settings for more details. This template displays the following contents from the selected folder settings: A. The root folder's Title is displayed at the top of the page. B. The root folder's detailed image is displayed below the title. This detailed image may contain a group picture of the product groups listed below the root folder group. Review the Creating Website Content > Inserting Graphics into EBMS section for more details on graphics. C. The Short Description of the root folder is displayed below the banner image. HTML code can be used to create hyper-links or other affects below the image. D. The Long Description of the root folder is displayed at the bottom of the web page. Text? - These templates are an ideal option when individual sub folders do not contain graphics. The text list template is an excellent option of there are 25 or more sub-folders. This template displays the following contents from the selected folder settings: The Text1 and Text2 templates can be custom configured within the website configuration file. A. The root folder's Title is displayed at the top of the page. B. The root folder's detailed image is displayed below the title. This detailed image may contain a group picture of the product groups listed below the root folder group C. The Short Description of the root folder is displayed below the folder's image. D. The Long Description of the root folder is displayed at the bottom of the web page It displays the following contents from the sub-folder settings: 1. Displays the sub-folder's Titles in a simple multiple column list as shown below. Product Attributes - There are various templates available for product categories containing product attributes. The product attributes option is a feature that is used to group a significant number of items together based on one or more item attributes. View the Product Attributes section for more details. To quickly view a preview of different templates in the browser, manually change the URL to id. Example: Group Template Settings The EBMS e-commerce system allows the user to customize the folder group templates and the item templates to meet the needs of the specific e-commerce website. The template settings dialog allows the EBMS user to change the following settings on some of the templates: 27

34 Creating Website Content Select the Sales > Web option from the main EBMS menu and select the desired website. Click on the Template Settings option from the submenu options to open the following Template Settings dialog: Note that the template labels are grouped based on a style such as grid1, grid2, and grid3. There are multiple template labels with the same style to allow the user to create small variations of the same template. Select a template and click the View Properties as shown below: 28

35 E-Commerce Disable the Show Add to Cart option to hide both the Add to Cart button on the template as well as the pricing. This option on a folder template can be used to force the user to open the detail page of the item. Recommended setting = ON Enable the Use Paging option to show a long list of entries into multiple pages. Page performance could be dramatically reduced if a large number of items are displayed on a single page. Configure the Paging options to have the template display properly. The number of items per Row and the number of items per Column are import visual settings. Components The components option within an ecommerce website is an excellent way to list assemblies, sets, and kits. An assembly kit is defined within EBMS as an inventory item that includes inventory components but the group is priced as a unit rather than as individual components. For example, in the following page a user can purchase an item with components: Displaying Items with Components Components are configured within a single inventory item. 29

36 Creating Website Content 1. Select Inventory > Product Catalog from the EBMS menu, and open an inventory item record. The main item in which the components are placed must be a non-track inventory item classified as No Count or Service. 2. Click on the Components tab. Enable the Assembly Kit option. Review the Components and Accessories section within the Inventory manual for an overview on the component options. Review the Components and Accessories > Adding Components to Create an Assembly Kit section within the Inventory manual for details on adding components to an item. Review the Components and Accessories > Optional Components or Accessories section within the Inventory manual for details on adding optional component lists. 3. Component detail can be shown or hidden on the website. a. Select a component and click Properties. b. Enable Show on Printed Document, Show Quantity on Printed Document, and Show Unit of Measure on Printed Document to display the Description, Quantity, and Measure on the website. Note: Enabling these options also shows the description on all printed documents including invoices. c. Repeat for each individual component in the item. 4. The last step is to enable the item to show on the website. Go to the Website tab of the item. a. Enable Show on Website and enter additional details 30

37 E-Commerce b. The default /standard/admin template is used unless components can also be purchased separately. See the following section. Review the Creating Website Content > Listing Products section for more details on adding detail and images to the item. Allow Components to be Purchased Separately Individual components can also be listed to be purchased separately. For example: In a furniture set, a chair and table may also be able to be purchased individually. This is done by enabling all components to show on website and changing the item template. 1. Click on the Components tab as shown below. Each Component must be set to Show on Website. 2. Right click on each component and select Look Up. 31

38 Creating Website Content 3. Go to the Website tab and enable Show on Website. 4. Repeat for each component that can be purchased separately. 5. Go to the website tab of the item and select standard/itemcomponents from the Template list. This will allow the user to purchase components in the set as well as individually. 32

39 E-Commerce Each component set to show on website will then be listed on a Purchase Components tab of the item as shown below: Review the Creating Website Content > Listing Products section for more details on adding detail and images to each component. Optional Components The optional component option within an e-commerce website is an excellent tool to allow the web customer to configure custom sets or made to order items. The optional component allows the customer to select custom options on the website when purchasing product. For example, in the following page a user can configure a custom built item by selecting optional components for the machine: 33

40 Creating Website Content The options on the right side of the template can be selected by clicking on the drop down options or by clicking on the View Images link to the right of the options. Note that the View Images option will not appear if graphics are not included on the optional component's inventory item record. Setting Up Optional Components Optional components are configured within a single inventory item. 34

41 E-Commerce 1. Select Inventory > Product Catalog from the EBMS menu, open an inventory item record. The parent item or kit's inventory item Classification must be No Count or Serialized Item. Click on the Components tab as shown below: 2. The Assembly Kit or Made to Order option must be enabled as shown above for the optional component template to be used within an item. Multiple sets of optional components can be added to a single SKU# and the price can react according to the selections made by the web user. Review the following sections for more details: Review the Inventory > Components and Accessories > Components and Accessories Overview within the inventory manual for an overview on the component options. Review the Inventory > Components and Accessories > Optional Components and Accessories within the inventory manual for an overview on the component options. Review the Inventory > Components and Accessories > Optional Component Pricing within the inventory manual for an overview on component pricing details. 3. Each Component can include an image: a. Select a component list and click Properties 35

42 Creating Website Content b. Right click on a component and select Look Up c. Go to the Website tab 36

43 E-Commerce d. Insert a Detail Image for the component. e. Click OK to save and repeat for any additional components. 4. Go to the Website tab of the parent item. a. Enable Show on Website b. Select a template: /standard/itemoptionalcomponents - This template allows the user to select optional components and can calculate pricing as each component is selected. This template is recommended for items with single level optional component lists. 37

44 Creating Website Content /standard/itemoptionalcomponents1 - This allows users to select optional components but requires the 38

45 E-Commerce web user to select Calculate Price. This template is recommended for more complex inventory needs including items with multiple levels of optional component lists. Waiting to calculate the price increases the speed of the page. This template also includes the option to Print Quote which generates a pdf of the options selected with the price. This quote can be printed immediately but is not saved on the website account. Review the Creating Website Content > Listing Products section for more details on the settings within the Website tab. Serialized Items The EBMS system offers an optional module that allows the user to track information including photos of individual items within a single inventory item. For example, the following inventory item - PT3000B5 is a specific model of computer but each computer sold has it own unique serial number. The photos and descriptions can be unique since the photos and descriptions are set for each serial number record. The serialized item feature is a great option to use when selling art, equipment with unique characteristics, or items with slight differences such as color or options. Review the Serialized Items section within the Inventory documentation for details on creating and using serialized items within EBMS. Click on the Website tab of the item as shown below. Note that the inventory item MUST be classified as a Serialized Item. Review the Product Catalog > Entering New Inventory Items section of the inventory documentation for more details on setting the classification. 39

46 Creating Website Content The Template setting used to list each serialized item should be set to standard/serialized as shown above. An item classified as a serialized item can use the template - standard/item and the user can purchase the item without selecting a specific serial number. The item's Detail Image will be used if the Image1 entry is not populated within the individual serialized items. More details on setting images within the serialized item record are described below. Click on the Serial Numbers tab to view the individual serial number records as shown below: 40

47 E-Commerce Click on each serial number record and click the Properties to open a specific serial number. Click on the Images tab to add graphics to the item as shown below 41

48 Creating Website Content : Note that the serialized item can store multiple detail images for a specific serial number. Not all detail images must be populated. The images will create a slide show for the serialized item. Thumbnail 1 will be displayed (Image 1 if the Thumbnail 1 image is blank) on the serialized item list on the web. The main inventory item image can be used on the serialized item list instead of the images inserted in the serialized item if both the Thumbnail 1 and Image 1 graphics entries are blank. See sample website list page later in this section. EBMS will automatically re-size the detail image to create a thumbnail if the thumbnail entries are left blank. Review the Creating Website Content > Inserting Graphics into EBMS section for more details on inserting images. Click on the Website tab and enable the Show on Web option as shown below: 42

49 E-Commerce The Short Description and the Long Description can be used to describe the item in more detail. These entries should describe the unique characteristics of the item when individual serial numbers are unique. Keep the Short Description and the Long Description blank to duplicate the descriptions from the main inventory item. Repeat the steps above for each serialized item you wish to list on the web. The following example is a web page that lists the serialized items. The EBMS system will only list the serial numbers that are available for sale. Any serial number that is selected within a sales order or sold will be removed from the website. This process will remove any serialized item that is purchased from the website since it is allocated to that order. A serial number will need to be disassociated from the sales order to list it again on the web. Review the Serialized Items > Selling and/or Associating an Item with a Customer > Selling a Serialized Item section of the Inventory documentation for details on associating or disassociating items within the sales order. The inventory item Title shows on the top of the list but no other information shows from the inventory item unless it is duplicated to the serialized item record. 43

50 Creating Website Content Click on the Details link or on the item graphics to view the serialized item detail page. See sample below: 44

51 E-Commerce Note that the item contains the multiple images on the top left side of the page. Click on the thumbnails below the image to view each image. The example shown above also contains components which are listed above the Add to Cart button. Review the Components and Accessories section of the Inventory documentation for more details on creating components. Review the Serialized Items section within the Inventory documentation for details on creating and using serialized items within EBMS. Product Attributes The product attributes option is a feature that is used to group a significant number of items together based on one or more item attributes. An inventory group (folder) may contain multiple items that are very similar but differ based on size, color, or style. Some examples: Shelf or furniture - A company may contain a group of wooden shelf inventory items that vary based on the wood type, stain or color of the finish, and the length of the shelf. Since 5 different wood types are offered, in 8 different stains and 6 varying lengths, there may be up to 240 inventory items in EBMS to manage all the combinations of the selected shelf. Clothing or shoes - A store sells shirts in a variety of sizes and colors. An inventory item is created for each item that is sold within the store. All of the item IDs within EBMS are grouped in a single folder. 45

52 Creating Website Content The product attribute features allows the user to assign an inventory item ID (Sku#) to each combination of options. The optional component feature should be used if the user prefers to use a single common ID no matter which options are selected. Go to Optional Components for more details on optional components within a single inventory item. All items within a specific folder should consist of the same attributes. Complete the following steps to create a group of items with the same attributes: 1. Create a folder group for the items. Review the Product Catalog > Adding and Deleting Inventory Folders section of the inventory documentation for more details on creating folder groups. 2. Setup the inventory defaults. The user can save a substantial amount of entry time if the inventory defaults are properly set up before items are created, since many of the items within the folder group contain the same information. Review the Product Catalog > Changing Inventory Defaults section of the inventory documentation for more details. 3. Open the inventory folder properties by right clicking on the folder and selecting Properties from the context menu as shown below: 4. Click on the Product Attributes tab as shown below. Note that the Product Attributes feature is an additional option in the e-commerce system. Contact your EBMS support rep for more details if the EBMS does not contain this option. 46

53 E-Commerce The Product Attributes tab of the folder identifies the attribute labels but does not define the options. Attribute options are set within the individual inventory items. All items within the folder should have common attributes. For example in the example shown above, all items within the selected folder include a Type, Connectors, and Length attributes. The Default Inventory Item should reflect the most popular inventory item within the current folder. This item will default the attribute settings for the standard/productattributes1 and standard/product attributesconfig templates explained later in this section. Note that this setting is not used if the query list template is used (standard/productattrfilter). Add attribute labels by clicking on the Add button. Enter the Attribute label. Click the Change Order button to change the order of the Attribute options. The order of the attributes are important since the setting options may be restricted based on attributes settings with greater priority. The affect of the order is explained in more detail in the inventory attribute settings descriptions below. It is important to enter all attribute labels before continuing with the attribute options within the inventory item. Click OK to save the Product Attribute labels. Product attribute options are set within each inventory item. Continue with the following steps for each item that is listed on the web. 47

54 Creating Website Content 1. Double click on each inventory item that you wish to show on the web: 2. Set the Value for each attribute as shown above. Note that the attribute option values must be entered precisely with each item with the exact spelling and format as the option within another item within the same folder. Use the copy / paste function to populate the same option between multiple inventory items. Note that a slightly different spelling will cause the attribute Value to appear as an additional option. 3. Populate the Product Attribute Value for each inventory item before enabling the Show on Web option within the Website tab. Enable the Show on Web option for each item with the proper attribute settings 4. Reopen the folder properties dialog after all inventory items are properly set. Right click on the folder and select properties as described above. Click on the Website tab as shown below: 48

55 E-Commerce There are 3 standard templates that use the product attributes options. Note that custom configuration for a specific site may change the appearance or functionality of a template. The standard features are as follows: 1. standard/productattributes1 - This Template option should only be used when the combination of attribute options are unique for each item. This template should never be used if there are two or more items that contain the exact combination of attribute value. The inventory item is selected by the combination of attribute settings on the website requiring the combination to be unique to purchase the item. This template option also queries the options based on the settings listed above the current selection. For example in the serial cable template used below, the Connectors option will only show the Connectors options that also have a Type of RS232 Standard Serial. The only Length options listed will be the items that contact a Type and Connectors setting that match the options above the Length option. Having the options limited to the attributes shown above the attribute being selected. 49

56 Creating Website Content 2. standard/productattrconfig - This template appears the same was as standard/productattributes1 but the functionality is quite different. This template will list ALL options for a specific attribute such as length. This template should be used with caution since selecting a specific option (such as Length in the example above) could change an option above it (change Type or Connectors options). This template will appear the same as the standard/productattributes1 template if there is only one attribute label. 3. standard/productattrfilter - this template appears and functions considerably different than the previous 2 options. The attribute settings function like a query option as shown below. The user can choose one or more attributes for the matching items to be listed below. Note that the product items will be shown after the selection narrows the list to less than the specified number (Standard = ). This template allows the attributes for items to be identical with one another rather than the unique requirement of the previous 2 templates. The following example displayed a list of items after the Type attribute was selected. Note that the default product attribute options are set by the Default Inventory Item set on the folder at the same location as the attribute labels. The productattributes1 and productattributes2 templates use a default item. The system will select an item if the Default Inventory Item setting is blank. Save the Website settings and give the software sufficient time to populate the new settings to the web. It is important to test the attribute options within the website to verify that the proper option list has been compiled from the folder's item list. Note that attribute options will disappear if items are moved from a folder or made inactive. It is important to monitor folder changes for inventory items that contain attributes. Inserting Graphics into EBMS Pictures and graphics files are inserted directly into the inventory item or folder. The recommended graphics file types are as follows: 50

57 E-Commerce.JPEG - recommended file type for photos.png - Ideal for graphics and line art..gif - recommended for animated graphics but can not be used to print graphics within an EBMS report. Other file types can be used but are not recommended because of file size, performance considerations, or Crystal report restrictions. The website tab of the folder or item contains two different types of graphics, the Thumbnail and the Detail Image. See the Website tab example below. 1. The Thumbnail image is an optional setting that will be created by the system using the Primary Detail Image if the Thumbnail image if blank. Insert a Thumbnail image if a reduced size of the Primary Detail Image is not sufficient. The recommended size for a thumbnail image is up to 20 kb; over 100kb produces errors and will not allow upload. 2. The Detail Image(s) may require image editing and re-sizing. The Detail Image setting within a group folder template may differ from the Detail Image within the inventory item. Inventory Folder - The Detail Image(s) that are shown within the group templates are not re-sized so the image must be edited to the proper size to show properly within the folder group web page. The Detail Image entry may be kept blank in situations where a graphics on the top of the template is not desired. Example, you may wish to remove the header image that is crossed out in the example A shown below. The Detail Image may consist of a banner graphics that is sized to fit the width of the folder template but is limited in height. See the example B show below. A separate Thumbnail image will be needed if the Detail Image consists of a banner. Review the Creating Website Content > Group Templates section for more details. Recommended size: up to 200 kb; over 250kb produces error and will not allow to upload. Up to twelve detail images can be inserted for a single folder. A small photo gallery will be used to display images. 51

58 Creating Website Content example A example B Inventory Item - The Detail Image is the primary image used within the item details template. This image is re-sized to a standard viewing size on the item page as shown below. The Detail Image can be viewed using the original size by clicking on the Enlarge Image located below the image. The recommended size for inventory item detail images is up to 200 kb; over 400kb produces error and will not allow to 52

59 E-Commerce upload. Image Summary: Description: Product Detail Insert up to 12 items per item in Item > Website tab Recommended Dimensions: 600px x 600px (min 200px x 200px and max 1000 px x 1000px) Product Automatically created from the Product 200px x 200px Thumbnail Detail Image. Only insert a thumbnail image if the reduced size of the Primary Detail Image is not satisfactory. Folder Insert up to 12 banner images per folder 600px x 100px Detail in Folder > Properties > Website tab Folder Insert one thumbnail image per folder in 200px x 200px Thumbnail Folder > Properties > Website tab Recommended File Size: Less than 200kb (max 400kb) Less than 20kb (max 100kb) Less than 200kb (max 250kb) Less than 20kb (max 100kb) Inserting Images into Inventory Items Use one of the following two options to insert the graphics file: 1. A utility can be launched to insert each graphics file within a specified file folder. For example the local machine below contains a folder directory labeled Graphics. All graphics files within this folder can be inserted into the inventory records of EBMS by using the following steps. A. Create a common file folder to place graphics as shown below: 53

60 Creating Website Content 1. B. Place edited graphics files within the folder using the inventory ID as the file name. This will cause the file to be inserted within the Primary Detail Image field of the website tab in the inventory item. Prefix the file name with thumb_ if the image is to be inserted into the Thumbnail image. Multiple images can be included by being appended with _2, _3, _4, _5, _6, _7, _8, _9, _10, _11, _12. Example: 20prhp2430_2.jpg. Graphics for serial numbers must include the inventory ID and the serial number as the file name. Example: ITEMID_SERIALNUMBER.jpg. Thumb and multiple images following the same conventions as mentioned earlier. Example: Thumb_ITEMID_SERIALNUMBER.jpg or ITEMID_SERIALNUMBER_1.jpg Naming conventions for the import are not case sensitive. C. Launch the Inventory > Import Images to Inventory... from the main EBMS menu to open the following dialog : D. Enter the file Path to Images. Use the Browse button to locate the graphics file that was created to temporarily store the graphics. E. Click on the Import button to launch the import process. The process will move any graphics that were successfully inserted into an inventory item to the IMPORTED subdirectory and move any graphics that 54

61 E-Commerce failed to be properly inserted into the FAILED subdirectory. These two subdirectories are created by the utility and may wish to be emptied if the backup graphics are not needed. Note that any graphics within the folder will overwrite any images that are already stored within the website tab of the inventory item. 2. The second option is to insert graphics individually. A. Open the Website tab of an inventory item as shown below: B. Right click on the Thumbnail or Detail Image graphics outline and select Insert Object as shown below: a. The Detail image will be shown on your item detail page and may be re-sized to fit the item template. b. The Thumbnail image will be shown on your item listing pages and will be the exact dimensions of the image inserted. EBMS will automatically re-size the Primary Detail Image to create a thumbnail if the thumbnail field is left blank. 1. C. Click on the Insert Image menu option to insert the graphics a file at a time. 55

62 Creating Website Content D. Click on View All Images to add multiple images to the item. The website will display a simple gallery with all images as seen below. A total of 12 images can be inserted for a single item or folder. Review the Creating Website Content > List Products section for more details entered into the website tab of an inventory item. Pricing Options The pricing on the website is generated the same ways as with the EBMS sales order. Inventory can be priced a variety of ways. Pricing formulas can be set within each inventory item. It is possible to have a variety of pricing structures within the inventory item catalog. EBMS includes many options to maintain updated pricing, default pricing based on product groups, a variety of pricing formulas, and utilities to globally change prices. Review the Pricing > Inventory Pricing Overview section of the documentation for more details. Tools that are used to maintain pricing: a. Set default pricing for each folder group. Review the Pricing > Default Pricing and Price Levels section of the Inventory documentation for more details. b. The system supports an unlimited number of price levels. Each customer is associated with a default price level. Review the Pricing > Default Pricing and Price Levels section of the Inventory documentation for more details. c. Flexible rounding function to calculate a price that is rounding properly. Review the Pricing > Rounding Calculated Prices section of the Inventory documentation for more details. d. Pricing can be calculated based on user defined options or components. Review the Components and Accessories > Optional Components Pricing section of the Inventory documentation for more details. e. Pricing and formulas can be globally changed on manufacturer or product group. Review the Pricing > Changing Pricing within a Group of Items section of the Inventory documentation for more details. Customer Based Price Level The pricing on the website is generated from EBMS based on the price level within the customer. If the customer did not log into the website with a user name and password, the price level within the generic web customer is used. Review the Configuring the Shopping Cart > Creating a Generic Customer section for more details on creating the generic customer and specifying a price level. The customer's designated price level is displayed if the customer logs into the website. Review the Configuring the Shopping Cart > Customer Accounts section for more details on customer log in procedures. 56

63 E-Commerce Displaying Prices The pricing on a website is shown by default but can be hidden by enabling the Only show prices when customers logs in option within the inventory items a shown below. Complete the following steps to hide the pricing for all items on the website. 1. Go to Inventory > Product Catalog. 2. Right click on any folder and select Edit Defaults. Select the Website tab as shown below: 57

64 Creating Website Content 3. Enable the Only show prices when customer logs in. 4. Right click on the option and Filter Down option to all items. Review the Standard Features > Change Defaults, Filter Down Data, and Globally Change Data section within the main EBMS manual for more details on changing an option for all inventory items. Pricing can be always be hidden if the website does not allow any customers to log in and the Only show prices when customer logs in option is enabled for all items. Multiple Unit-of-Measure Options EBMS allows the user to sell a product using multiple units of measure. Click on the Count tab of an inventory record. Open the unit-of-measure properties. Click on the Website tab of the unit-of-measure dialog as shown below: 58

65 E-Commerce Enable the Show unit on website option for any unit-of-measure that should be displayed on the website. Note that only UOM settings that also have the Allow selling with this unit-of-measure option enabled within the Unit of Measure tab will be displayed. Review the Tracking Counts > Unit of Measure section of the inventory manual for more details on creating multiple unitsof-measure. Promotional Pricing and Volume Discounts Advanced Special Pricing options can be used to list and notate product promotions, sales, and clearance items. Bracketed pricing and volume discounts can also be offered on the website. Review the Special Pricing section for more details. Special Pricing Special Pricing is used to display promotional, bracketed, and discount pricing on a website. The Special Pricing module is an optional module that is used to create pricing exceptions to the standard EBMS pricing. To create special pricing, go to Product Catalog > Inventory Item > Pricing > Special Pricing. Click on the New button. 59

66 Creating Website Content EBMS includes extensive special pricing options. View the Pricing > Special Pricing > Special Pricing Overview section of the Inventory documentation for more details on setting up special prices. Promotional Pricing A promotional price is displayed on the website to alert the customer to product specials, sales, and clearance. This includes entering promotional pricing for a product or group of products based on a range of dates. Example: The hardware product group may be discounted at 25% for the month of November. All pricing will automatically be adjusted on the website to reflect the special pricing formulas created in EBMS. If the special pricing reduces the price of an item, the item will be notated with the sale banner and the original and sale price will be displayed as shown below. If a formula is used that increases the price of the item, the item will not be notated and the original price will not be shown. 60

67 E-Commerce A page listing all items with specials can be automatically created. This allows the website customer to quickly view all sales or clearance items. Items will show on the specials page if the special pricing reduces the product price and the Website Type is set to Special. To show an item on the Specials page, go to Product Catalog > Inventory Item > Pricing tab > Special Pricing button. Select a Promotion and select the Properties button > Website tab. Set the Type to Special as shown below: The Specials page is generated on each website at 61

68 Creating Website Content Volume Discounts & Bracketed Pricing Special pricing such as bracketed pricing can be accomplished by using the optional Special Pricing module within EBMS. Review the Pricing > Special Pricing > Volume Discounts and Bracketed Pricing section of the Inventory documentation for details on setting up volume discounts. Volume discounts and bracketed pricing is based on the Minimum Count and Dollar Amount. 62

69 E-Commerce The bracketed pricing or volume based on Minimum Count is displayed on a pricing table on the web page. The appropriate unit price will be displayed on the shopping cart based on the volume. Volume discounts based on the cost of the order rather than the quantity purchased are not displayed on the item page but the price is adjusted when the items are added to the cart. 63

70 Creating Website Content Review the Pricing > Special Pricing section of the Inventory documentation for more details on this module. Contact your EBMS software representative to add the optional Special Pricing module to the software. Manage Available Inventory The ecommerce module includes a variety of options for managing and displaying inventory counts on the website. The website can automatically limit purchases to the number of product available, remove out of stock items, and display temporary and seasonal messages. Displaying Number of Items Available Showing stock levels on the website is a global inventory setting and can be enabled if the customer should be able to see the number of items that are available for purchase. In EBMS, go to Sales > Web > Website > Inventory Settings tab. Enable the Show available inventory count on the web to show the available inventory count to the web customer. This count number is found in EBMS on each Inventory item > Count tab > Summary > Available. 64

71 E-Commerce Stock levels can be suppressed per individual item if needed. Go to the Website tab of the item and select Always Ignore Stock Count from the Changes on web when out of stock menu. 65

72 Creating Website Content The available amount of product will NOT display on the website in the following cases: If the items have the following classifications: Service, No Count, Percentage Price, Percentage Discount, and Rental Code. These classifications are considered non-perpetual inventory classifications. Review the Product Catalog > Item Classifications section of the Inventory documentation for more details. If the stock level is 0. If the item is manually set to Always ignore stock count. Out of Stock Product Items that are out of stock can be displayed in three different ways. Go to the Website tab of the item: Select the Mark out of stock option to place a temporarily out of stock message on the website by the item when the count is equal to or less than zero. The message by default is "Temporarily out of Stock." A custom message can be entered in the Out of stock message entry. Note that the customer can still purchase an item that is out of stock unless the Prevent web purchases exceeding on hand quantity setting is turned on (See Print Web Purchases Exceeding Available Amount below.) 66

73 E-Commerce Select the Remove from web option to remove the item from the web until the available count is greater than zero. Set the option to No Change if the website item should not be displayed differently when out of stock. Tip: Use the filter down method to change settings for an entire group of items. Review the Standard Features > Change Defaults, Filter Down, and Globally Change Data section within the main EBMS manual for more details on setting the defaults for items or changing a range of items at the same time. Prevent Web Purchases Exceeding Available Amount Enable the Prevent web purchases exceeding on hand quantity setting to limit the number of purchases to the number of items available. 67

74 Creating Website Content If the web customer tries to purchase more product than is available, the website will display a message and only allow the user to purchase the available amount. Prevent Web Purchases Based on Range of Dates Inventory purchase can also be limited by a range of dates. The Seasonal setting is used to remove the Add to Cart button and replace it with a message. This option can be used to display items that are seasonal but only allow the user to purchase the products between two dates. This option can also be used to always restrict items from being sold on the ecommerce shopping cart. Review the Seasonal Items section for more details on this option. Seasonal Items The seasonal items feature of the e-commerce system allows the user to disable the shopping cart button and post of message for the customer. This option is commonly used to only allow users to purchase a product in season. A product will continue to be listed within the catalog when products are not in season but users are blocked from purchasing an out-of-season item. This feature should only be used if the products should be listed even though they are out of season. Disable the Show item on website option to remove a product from the website. Summary: Use the following features to manipulate individual items. A. Remove the item from the website: Disable the Show item on website option within the item's website tab. See the Creating Website Content > Listing Products section for more details. B. Remove the price and shopping cart button from the website: Enable the Only show prices when customer logs in option which hides the price and disables the shopping cart button for the general public. Review the Creating Website Content > Listing Products section for more details. C. Remove the shopping cart button: - Continue with this section to use the Seasonal items setting. 68

75 E-Commerce The Seasonal item records must be defined before they can be associated with inventory items. Go to Inventory > Options from the main EBMS menu and click on the Seasonal tab as shown below: Each Seasonal record consists of the following 4 settings 1. Enter an unique short description to identify the season. 2. Enter the range of time that (Start Date and End Date) the item is in season. The year value of the date does not affect the range. Note that if these dates are blank the item will never be in season. 3. Enter the Note that will appear on the web page instead of the shopping cart button. The example shown above contains two Seasonal records. 1. The Too Large option is used for items that are never sold on the shopping cart because they are too large to ship. Note that both dates are blank which will never cause the items with this setting to be in season. 2. The Christmas option will only show the shopping cart button between October 15th (10/15) and December 31st (12/31). Note that the year value is ignored and does not need to be updated in subsequent years. Open the Website tab of the inventory item to set the Seasonal setting as shown below: 69

76 Creating Website Content Set the appropriate Seasonal setting by selecting one of the drop down options. This setting can be set for an entire group of products by filtering down the Seasonal setting. A default setting can also be set for new items placed within a specified folder. Review the Standard Features > Change Defaults, Filter Down Data, and Globally Change Data section of the main documentation for more details on globally changing information within a group or setting defaults within a folder. Displaying Accessories EBMS offers an optional feature that allows one or more accessories to be associated with an inventory item. This feature is used to associate accessories with an item on the e-commerce web page. This option can also be used to associated supplies, options, or related items to individual part numbers as shown below: 70

77 E-Commerce The accessories are display on the lower right side in a vertical list to the right of the product details pane as shown above. Accessories will be displayed in a horizontal list if a list of Accessories greater than the number set within the options settings. Change the horizontal list value by selecting Sales > Web > website URL from the main EBMS menu and set the Display accessories horizontally in item template when there are more than accessories value. Accessories are added to the shopping cart as separate items when the main item is added to cart if the check mark enabled. This accessory's check mark is defaulted within EBMS. is Select Inventory > Product Catalog from the main EBMS menu to add accessories to an item or to change the website settings. Click on the Accessories tab as shown below: 71

78 Creating Website Content Review the Component and Accessories > Adding Accessories to an item section within the inventory documentation for details on adding an inventory item. All accessories that are selected (check mark is enabled) as shown above will be added to the shopping cart when the main item is added. 72

79 E-Commerce The selection option located by each accessory is defaulted ON by setting either of the first 2 Insert Type settings found at the bottom of the Accessories tab of the inventory item as shown below: The bottom option - Insert Accessories on right click is the most common option and will default the selection option on the website as OFF. The bottom option will require the user to manually select an accessory before it is included on the shopping cart with the main item. Review the Component and Accessories > Adding Accessories to an item section of the inventory manual for more details on accessories. Discount Codes EBMS E-Commerce shopping cart contains the ability to enter discount codes. Discount codes are user defined percentage or dollar discounts. 73

80 Creating Website Content 1. To add discount codes to the Shopping Cart click Enter Discount Code. 2. Enter the inventory item ID into the Discount Id field and click the Enter Discount button. The discount code can only be added if the Shopping Cart contains other items. The EBMS system restricts the Discount code to items with a discount credit price (negative value), classified as No Count or Percentage Discount, and must have the Show item on website option enabled. Some discounts cannot be added before product is listed on the shopping cart. EBMS allows for the following discount types: Percentage discounts Fixed dollar discounts Discount inventory items must be configured within EBMS before they are available on the E-Commerce shopping cart. Complete the following steps to create a discount for the E-Commerce shopping cart: 1. Create an inventory item within EBMS classified as Percentage Discount. Review the Inventory Items > Using the Inventory Module for Non-Inventory Items > Discounts section of the Inventory manual for details on how to create the inventory item. 2. Click on the Website tab of the inventory item as shown below: 74

81 E-Commerce 3. Enable the Show item on website option. Review the Creating Website Content > Listing Products section for more details. Identifying New Products New products can be highlighted within the e-commerce site automatically when products are added to inventory within EBMS. Items can be highlighted in these ways: A new icon can be displayed by the new product. The type of icon is determined by the website designer and can not be changed within the EBMS software. Contact the website designer to change the new products graphics. A new products page generated on the website to list all the new items. A new products page generated on the website to list only certain items based on number of days since entry. The amount of time that an inventory item is identified as new is set within the website options. Select Sales > Web > your company website from the main EBMS menu. Select the Inventory Settings tab. 75

82 Creating Website Content Enter a zero value to disable the feature and not show any items as new items. All items with an Entry Date that is equal to or less than the number of days from the current date will be tagged as new items. Open an inventory record and view the Entry Date setting within the General tab as shown below: New item shown on listing page: 76

83 E-Commerce New item shown on detail page: Displaying New Products All items that are identified as new based on the entry date, will be displayed on the New Items page. This page name is identified as /store/newitems. Example: See page listing examples above. New items can also be queried, from the website url, by number of days since entry. This will query the new products based on X number of days since the entry date. 77

84 Creating Website Content Two queries are available: days=1 The page will then include new products added the previous day and the current day. Example: &onlyweekdays=true The page will the only query items added from days Monday - Friday. Example: Common uses would include: 24 Hours Page - Include products added the previous business day and the current day. Example: Days is set to 1 and onlyweekdays is set to true. Last Week Page - Includes products added over the last 5 business days. Example: Days is set to 5 and onlyweekdays is set to true. 78

85 Configuring the Shopping Cart Shopping Cart The settings for the shopping cart must be completed before product can be sold on the website. The shopping cart is used to create orders within the e-commerce website and communicate the order to the EBMS software. The shopping cart creates a sales order within the software. A Generic Customer must be setup if the site allows users to shop without creating a customer account. Review the Configuring the Shopping Cart > Creating a Generic Customer section for generic customer setup instructions. Customer accounts can be added within EBMS or created by the user. Review the Configuring the Shopping Cart > Customer Accounts section for more details on customer accounts and login information. The shopping cart links within a web page vary based on the style of the site. 79

86 Configuring the Shopping Cart A general note entered within the EBMS software can be displayed on the shopping cart page. Complete the following steps to enter this note: 1. Select Sales > Web > Website > Customer Groups tab 2. Select a web group and click on the Properties button 3. Enter a message in the Shopping Cart Message 80

87 E-Commerce Items are purchased from the website by adding items to the shopping cart. Click on the Add to Cart button on any product lists or pages to add items to the shopping cart. Items can also be added directly from the shopping cart by entering the inventory Item Number in the Quick Order. Click on the Add to Cart button to add the entered part number into the shopping cart Items can be deleted from the shopping cart by clicking on the Remove link below the Quantity value. Clear the entire shopping cart by clicking on the Clear Cart link located below the product list. Discount Codes can be entered from the cart. Review the Discount Codes section for more details. Gift Cards can be entered from the cart. Review the Payment Card Processing > Gift Card Overview section in the Sales manual for more details. Quickly get an approximate shipping cost by selecting Estimate Shipping beneath the subtotal. Enter the Zip and Country and select Calculate. Review the Shipping Options section for details on shipping options. Two checkout options are available directly from the cart: Checkout continues with secure checkout on the site. Check out with PayPal allows the customer to pay with their PayPal account. Review the PayPal section for more details. Sign In The Shopping Cart check out includes three options for the web customer. Note: The sign in step will be skipped if a customer has already signed into their customer account on the website. Sign In allows the customer to quickly enter existing login credentials. Customer accounts are used to identify the customer and customer information. Price levels, terms, default shipping method, saved credit cards, and other settings are managed within these customer accounts. Review the Customer Accounts section for more details. 81

88 Configuring the Shopping Cart I want to create an account is used for customers that do not have an existing account but wish to create one for future use. These options allow for immediate account creation or for the EBMS user to require approval of each account before the account is valid. Review the User Created Customer Accounts section for more details. Express Checkout is used for a quick two-step checkout. The generic customer settings in EBMS will be used. Review the Creating a Generic Customer section for more details. Shipping & Billing The customer must enter the billing information and shipping information. This information will default from the customer record if the customer logged into the site. Review the Customer Accounts section for more details. Defaults will be used from the generic customer assigned if the customer has not logged in. Review the Creating a Generic Customer section for more details. 82

89 E-Commerce Note that the shipping Country setting can be limited to specific countries. Go to Advanced Features > Country Options for more details on limiting country settings. Shipping Options A wide variety of shipping methods are configured within EBMS and the e-commerce system including UPS or FedEx settings, truck delivery, pick-up, and other options. Shipping methods can be configured per customer group. Review the Shipping Options section for more details. Payment The payment options offered with the shopping cart of the e-commerce website is based on the terms settings of the customer account or generic customer. The most common means of payment for an e-commerce website is using a credit card. Other payment options include customer specific terms, collect on delivery (COD), due on receipt, saved credit cards, PayPal, and gift cards. The user can select from the billing options available to them. Normally the only payment option for a user that does not log into the website is a credit card payment option as shown below: 83

90 Configuring the Shopping Cart Review the Payment Options section for more details. A PO Number can be referenced. The Questions & Comments entered will appear on the memo tab of the sales order within EBMS. Click the Proceed To Payment button to proceed. Place Order The Credit Card option should be enabled to facilitate credit card payments within the e-commerce site. The types of credit cards available on the e-commerce site are configured within EBMS and PAYware settings. Review the Processing Orders > Processing Credit Cards section for more details on configuring and processing credit cards. 84

91 E-Commerce Complete the following steps to enter credit card information to complete the order: Enter the Card Holder Name Select the Credit Card Type, enter the Credit Card Number without spaces or dashes Enter the Expiration Date (MM/YY) Enter the CVC Number A website must be contained in a secure Socket Layer (SSL) certificate to collect credit card information in a secure manner. Review the Payment Options section for more details on the SSL certificate. The Review Your Order displays all the items that are being purchased including state sales tax (if applicable) and shipping costs. Click on the Submit or Place My Order button to complete the order. 85

92 Configuring the Shopping Cart Order Confirmation An confirmation is sent to the customer. Review the Order Confirmation section for more details. The website order will sync to the EBMS software. Review the Displaying and Printing New Orders section for more details. Policies The company, shipping, payment, and information policies should be clearly posted on the website. The user should be able to access the policies page from the checkout page. The policy page should include the following: Shipping policies Return policies Credit card processing policies - The site should explain the secure payment process including SSL certification Information collection policies (Is the data used for any internal or external advertising purposes?) Any minimum orders or quantities should also be listed 86

93 E-Commerce The policy page could also contain special warranty information Creating a Generic Customer Most retail e-commerce websites allow the user to purchase product without a membership or user account. The EBMS e- commerce uses a generic customer setup to determine the shipping options, terms, and other details for customers that do not log into the website. A generic customer is required for an e-commerce website. 1. Create a customer record with a generic Customer Id such as WEBSITE as shown below. Review the Sales > Customers > Adding a New Customer section of the sales documentation for detailed instructions on creating a new customer. Keep the contact information blank as shown above. 2. Any Information entered on this customer is shown as defaults on the website checkout. For example, Country may be defaulted to USA or the Include in Mailing List can be enabled by default. 3. Set the Price Level for the standard web pricing. The retail or list price is normally used. Create a new web price level if the pricing on the web is not equal to any standard price level. Review the Inventory > Pricing > Default Pricing and Price levels section of the inventory documentation for more details on creating price levels. 4. Click on the Terms tab as shown below: 87

94 Configuring the Shopping Cart 5. The settings within the Terms tab determines what payment options are available for customers that do not log into the site. Review the Customer Login section for more details on customer login options and requirements. Enable the Credit Card option to allow credit card payments. The Cash and Check options do not apply to an e- commerce site. Enable the Charge option only if you allow other payment types such as COD. Disable the Default as Charge option since the default payment setting should be Credit Card. This setting has no effect if the Charge option is disabled. The Due payment terms setting is only set if the Charge payment option is enabled. A possible Due option may be Collect on Delivery as shown above. This option would offer a COD payment option for customers with no account. Note that net terms should not be an options without require an account. Review the Configuring the Shopping Cart > Payment Options section for more details on configuring payment options. 6. Set the default Shipping Method. This option will default the shipping method within the shopping cart to the selected shipping option within EBMS. Review the Shipping Options section for more details. Review the Sales > Customers > Changing Customer Information section of the Sales documentation for more details on customer settings. Click OK to save the customer settings for the generic customer. 7. Select Sales > Web > the address of your website from the main EBMS menu to open the following dialog: 88

95 E-Commerce 8. Enter the generic customer id into the Default Website Customer entry. Orders that are placed using the generic customers will be synced from the web with the generic ID within the sales order. The billing name and address will be placed within the sales order similar to a miscellaneous customer entry. The customer ID can be changed within the sales order either automatically or manually. User Created Click on the New Accounts tab and enable the Allow web user to create a new customer option to allow the user to create a new customer account within EBMS from the website. Review the Advanced Features > User Created Customer Accounts section for more details on this option. Automatically Create and Match New Accounts a. Enable the Switch to existing customer if a matching address is found. The system matches the address that is contained on the order with all the contact fields within the customer. The contact fields do not require a specific label. Also if a customer selects Create a New Account from the website and enters a address on an existing EBMS account, the website will prompt them to setup the website login under the existing account. The matching criterion is not case sensitive. b. Enable the Create new customer if no matching customer is found option to automatically create a customer account if the Customer Matching criteria is not true. The system will keep the sales order listed under the generic customer if this option is disabled. The customer id must be created automatically if this option is enabled. Review the Standard Features > Creating IDs section of the main EBMS manual for more details on creating the customer ID automatically The process to automatically create a new customer may result in redundant customer accounts. A new account may be created rather than properly matched because of typos, spelling differences, or other minor differences. Two accounts can be merged by opening the customer account, right clicking on the Customer id, and selecting Merge Customer Accounts. Merge Accounts a. Disable the Switch to existing customer if a matching address is found option and the Create new customer if no match option. b. Open the sales order that was synced from the web. 89

96 Configuring the Shopping Cart c. Select Edit > Change Customer from the sales order menu and the following dialog will open: d. Enter the existing Customer Id. e. The Change terms and freight and Change billing and shipping customer options should be disabled to maintain the information entered by the customer online. 90

97 E-Commerce Click the Finish button to complete the change. Shipping Options A wide variety of shipping methods are configured within EBMS and the e-commerce system including UPS or FedEx settings, truck delivery, pick-up and other options. Shipping methods can be configured per customer group. Review the Getting Started > Customer Group Settings section for more details on creating customer groups. The shipping methods that are available within the e-commerce website must be setup within the EBMS software. Go to Sales > Options and open the General tab to originally create Shipping Methods. Review the Sales > Freight and Shipping Charges > Creating Shipping methods section of the sales documentation for instructions on creating shipping methods. This step must be completed before continuing with the shipping configurations within the website settings. Associate the Shipping Methods to specific customer groups by opening the website setting dialog - Sales > Web > (website) from the main EBMS menu. Select a customer Group and click on the Shipping Options button to open the following dialog: Use the Add and Remove button to change the Shipping Methods list. Note that removing a shipping method from the list only disables it from the e-commerce site and does not disable or remove the shipping method from EBMS point-of-sale screens. The Properties button allows the user to enter a custom message to replace any 0.00 shipping calculation. For example instead of showing a shipping method of 0.00 UPS Ground a user may choose to display FREE UPS Ground. A message can accompany any shipping method by entering Details into the Sales > Options > General Tab > Shipping Method > Properties > Details entry. 91

98 Configuring the Shopping Cart Refer to the Sales > Freight and Shipping Charges > Connecting directly to UPS WorldShip or FedEx section within the sales documentation for details on creating UPS shipping methods as shown above. Setting the Default Shipping Method for the Customer. Open the customer record and click on the Terms tab. Open the generic customer to set the default shipping method for customers that do not log into the e-commerce site 92

99 E-Commerce Set the default Shipping Method to the desired setting. Keep the Shipping Method blank to require the user to select a shipping method during check out. The system can limit the countries that are available to ship to. For example, the shopping cart can be configured to only ship to the USA and Canada. Go to Advanced Features > Country Options for details. The Freight Charge setting should be set to Shipping Method Rate as shown above. Review the Sales > Creating Shipping Methods section of the sales documentation for more details on the Freight Charge setting.. Click OK to save. Payment Options The payment options offered with the shopping cart of the e-commerce website is based on the terms settings of the customer. The most common means of payment for an e-commerce website is using a credit card. Other payment options include customer specific terms, collect on delivery (COD), due on receipt, saved credit cards, PayPal, and gift cards. The Payment options for customers that do not log in (identified in this documentation as a generic customer) are set within the Terms tab of the generic customer record. Review the Configuring the Shopping Cart > Creating a Generic Customer section for recommended payment settings for a generic customer. Payment Methods Open the customer record to set payment options. Customer records can be manually created within EBMS or may be created within the website if the Sales > Options > Website > Allow web user to create a new customer option is enabled. Review the Sales > Customers > Adding a New Customer section within the sales manual or the Configuring the Shopping Cart > Customer Accounts section for more details on creating customer records. 93

100 Configuring the Shopping Cart Open a customer record and click on the Terms tab as shown below: The settings within the Terms tab determines the payment options for this customer for both EBMS sales orders and e- commerce orders. The Cash and Check options do not affect the e-commerce payment options. Review the Sales > Customers > Changing Customer Information section of the sales manual for more details on payment option settings for a sales order. The Credit Card option should be enabled to facilitate credit card payments within the e-commerce site. The types of credit cards available on the e-commerce site are configured within EBMS and PAYware settings. Review the Processing Orders > Processing Credit Cards section for more details on configuring and processing credit cards. The Charge option should only be enabled if one of the following term options are offered to the customer: 1. Credit terms such as net 30 days 2. COD terms. Note that the EBMS e-commerce system will process this sale as a charge sale since the payment is not received at the time the order is processed. Due on Receipt. Note that this option makes the sales invoice due immediately but allows the user to process the sale without having the payment applied 3. The Charge option within this customer's terms setting was enabled and the Due setting was set to Collect on Delivery. The Charge option will always be shown on the Payment list using the Due setting as the label. Enable the Default as Charge option only if the charge option should be the default payment option. Normally the system should default to the Credit Card option so the Default as Charge option should be disabled. Saved Credit Cards The View Cards > Credit Cards button lists any credit cards that the user has saved on their account. Only the last four digits of the credit card are stored and shown in EBMS for security reasons. These credit cards are available on the website for the user to select as a payment option. 94

101 E-Commerce The EBMS e-commerce module allows the customer to store and use their credit card for future purchases. To store the credit card for future use, place the order and then click on the Save this credit card for later use button. The user must log in using a customer account for this option to be available. 95

102 Configuring the Shopping Cart Review the Customer Accounts section for more details. This PCI compliant method of storing credit cards is explained in more detail within the Processing Orders > Processing Credit Cards section. Review the Sales > Payment Card Processing > Gift Cards > Gift Card Overview section of the sales documentation for instructions on gift card payments. Review the PayPal section for details on integrating with PayPal. PayPal Many web users prefer making payments using PayPal. Eagle Business Software includes an optional feature to fully integrate with PayPal on the ecommerce website. To use PayPal on your ecommerce website and to obtain PayPal credentials, your company must have a verified Premier or verified Business PayPal account. Contact your website developer if you need assistance in setting up your PayPal account. Setup Credentials in PayPal 1. Log into the PayPal website with the account associated with your application or website. 2. Navigate to My Selling Tools by selecting My Account > Profile > My Selling Tools. 3. Click Selling Online > API Access > Update to display the API Access page. 4. Under Option 2, click View API Signature to view the Request API Credentials page. If you have existing credentials, they are displayed here. 5. To create new credentials, select Request API Signature and click Agree and Submit. Setup Payment Method in EBMS 1. Within EBMS, go to Sales > Options > Payments tab. 2. Select the PayPal payment method and click on the Properties button. Note: this payment method will only be available if the PayPal module is installed in EBMS. 3. Check the Active box and click on the Properties button. 96

103 E-Commerce 4. Select API Credentials. 5. Enter the PayPal account User Name and Password. 6. Enter the PayPal API Signature. 7. Click the OK button. Review on the Website Once setup is completed, the website customer will have the option to checkout with PayPal from the company's website. A button labeled Checkout with PayPal will be added to the cart and checkout web pages. 97

104 Configuring the Shopping Cart The web customer will enter a Zip Code and select a Shipping Method. 98

105 E-Commerce The web customer will be taken to PayPal's website where they will complete the payment and shipping info. A company logo will appear at the top of the PayPal checkout pages. 99

106 Configuring the Shopping Cart When the web customer is finished placing the order they will be returned to the company's website for the confirmation page. Review the Shopping Cart section for more information. 100

107 Customer Portal Customer Accounts Customer accounts can be created to identify the customer and customer information. Price levels, terms, default shipping method, saved credit cards and other settings are managed within the customer. Customer accounts can be created within EBMS or from the website. A generic customer account is used when the web user does not log in using a customer account. Review the Configuring the Shopping Cart > Creating a Generic Customer section for more details on the generic customer account options. Note that a generic customer must be setup before website information can be viewed. Website pricing, available products, and shopping cart settings can be controlled from the customer record. For example, the retail price may show on the web until a customer with a wholesale account logs into the site. After logging in, the wholesale account will not see the retail pricing. The customer's user name and password will be stored within the customer record. Review the Advanced Options > User Created Customer Accounts section for the option to allow the customer to create an account online. Complete the following steps to create or change user information including the user's user name and password for a customer: 1. Open a customer record within EBMS and click on the Website tab as shown below: 2. Click the New button to create a new login account or click Properties to view or change an existing account as shown below: 101

108 Customer Portal A. Enable the Approved for option to activate the users e-commerce account. This option can be disabled to temporarily inactivate the account. B. Enter a User name. The customer's address is often used for the user name. C. Enter the Password. This field is not hidden unless the user security restricts this information. Review the Getting Started > Security section of the main EBMS documentation for more details on restricting this field within EBMS. D. Recovery Key - is automatically generated by a web customer selecting Forgot your Password? from the website cart or login pages as show below. The Username is matched to the EBMS customer account and a password recovery key is automatically ed to the web customer with the recovery key included. The recovery key is stored in EBMS until the web customer successfully changes their password. E. Select the appropriate web Group. Review the Getting Started > Customer Group Settings section for details on this setting. F. Click OK to save. 3. Multiple user accounts can be created for the same customer for a common website. Repeat the steps above for any additional accounts. The User name and Password can also be created by the user if the Allow web user to create a new customer option is enabled in Sales > Web > The address of your website. Review the Advanced Features > User Created Customer Accounts section for more details on managing account user names and passwords. 102

109 E-Commerce 4. Enter a Login message to customer that will appear when the user logs into the website. Special messages and advertisements for a specific customer can be placed within this Note. 5. Enter a Shopping cart message that will be displayed below the shopping cart during the checkout process. Complete the following steps to filter down a customer message to all customers or a group of customers: a. Go to Sales > Options and click on the Customer Folders tab. b. Highlight the root folder for all customers or a folder group and click on the Edit Defaults button. c. Click on the Website tab to enter the Customer message. d. Enter the Customer message and then filter down the message. Review the Standard Features > Change Defaults, Filter Down Data, and Globally Change Data section of the main EBMS documentation for more details on filtering down data. Click OK to save settings. Customer Account on Website The website customer has the option to login with their customer account from the login page and checkout page. 103

110 Customer Portal All product pages will reflect the product price level selected on the customer's account in EBMS. This is useful when a website customer buys product at a different price level than the general public, such as wholesale. Go to Sales > Customers > Customer Record > General tab > Price Level dropdown to specify the correct price level. The customer specific payment types and terms indicated on the customer record in EBMS are listed at checkout. This can include Charge on Account and Due options. Saved Credit Cards can also be used from the website. Go to Sales > Customers > Customer Record > Terms tab to set account options. View the Payment Options section for more details. 104

111 E-Commerce Billing and shipping information is defaulted at checkout using information on the customer account General tab. The Default Shipping Method is also selected by default. This shipping method can be changed by the user on their account page. The website customer can add and edit account information from the website. 105

112 Customer Portal The Profile is used specifically when commenting on blog posts. To add a profile image, select Upload New Image. Select an image from your computer and select Upload New Image. Add profile information by clicking on About Me and adding a paragraph. Select Save when finished. This information is stored in EBMS under the customer record > Website tab > Blog Profile. All Personal Information can be changed by clicking on the information and typing to replace. Change the information and click Save. The information shown and changes made are reflected on the general tab of the customer record in EBMS. The Login Information username and password can be changed by the website user. This information is stored in the Website tab of the customer record in EBMS. Saved Credit Cards can be removed by the user on the account page. These Credit Cards can also be viewed from the Terms tab on the customer account in EBMS. Items Saved for Later A website customer may choose to save an item to purchase at a later date. Click Save for Later from any item page or from the cart page. 106

113 E-Commerce Items will be shown on the account and cart pages as Saved for later. Note that a customer must be logged in to use this feature. EBMS can be configured to allow web users to create EBMS customer accounts from the website. 107

114 Customer Portal Review the Advanced Features > User Created Customer Accounts section for more details on user created accounts and managing account user names and passwords. Payments and Order History Provide everything your customer needs to expedite placing an order, manage their account, and pay their account balance. Customers are often looking for past orders, their specific pricing, account info, and account balances. The customer portal option allows customers to view all order history and pay any outstanding invoices from the ecommerce website. Customer History - Give web customers complete order history from their website account. All order history can be viewed including previous sales orders and invoices entered from the website, point-of-sale, or EBMS order entry to facilitate quick reordering. Web Pay - Customers can pay any balance on their account from your website. Outstanding invoices that were placed via the website, over the phone, remote device, or from the store can be viewed and paid quickly and efficiently. Customers with recurring contracts, service contracts, and wholesale customers with terms can quickly pay account balances. Send a link with the customer statement or invoice and reduce the time it takes to get paid. Customer History This optional feature allows web customers to view complete order history from their website account. All order history can be viewed from the website account including previous sales orders and invoices entered from the website, point-of-sale, or EBMS order entry. 1. Go to the website and login with the customer username and password credentials. Review the Customer Accounts section for details on creating and managing customer accounts. 108

115 E-Commerce 2. Click on Order History. 3. All sales order and invoices will be listed including those entered in EBMS via POS and Order Entry. 109

116 Customer Portal Sort order history by Last 30 Days, Last 3 Months, Last 6 Months, and by Year. Repeat Order will add all the items on that order to the cart again if the item is available. Each order is listed with up to the first three items shown on the overview page. Select View Full Order to view the entire order. 110

117 E-Commerce Print Page allows the order to be printed. Users can print any available item to the cart again using Add to Cart. Users can Write a Product Review for any available item. Review the Customers > Customer History section of the Sales documentation to learn how to view history within EBMS. Web Pay This optional feature allows web customers to pay outstanding invoices on their account from the website. These features are useful for customers with reoccurring contracts, service contracts, and wholesale customers with terms. Orders that are placed over the phone, from a remote device, or from the store can be viewed and paid from the website customer portal. 111

118 Customer Portal If a customer has any outstanding invoices an option to Pay Now will appear on the Order History page. 112

119 E-Commerce 1. Click on the Pay Now link to view all invoices and orders with unpaid balances. The user can choose to apply any payment amount towards a specific order or distributed to the account. Enter an amount in Payment Amount at the top of the screen to apply a payment towards the account total. Select Distribute enter an amount in Payment Amount at the top of the screen and select Distribute. The payment will be applied starting with the oldest invoice. Enter an amount in the Payment of the individual invoice line to apply payment to a specific invoice(s). Invoices can be overpaid which will result in a credit on the account. Credits are noted in green above the Payment Amount and will be automatically applied when any payment is made. 2. Select Apply Payment to enter billing info. 113

120 Customer Portal 3. Enter the Billing Information and select Credit Card. 114

121 E-Commerce 4. Enter all Credit Card Information and select Submit. 115

122 Customer Portal 5. A confirmation page will be shown as well as a receipt sent to the address on the account. This option can be used with the CRM (Customer Relations Management) Auto Send feature to send out automatic statements with a link to pay their balance from the website. Review the Auto Send section of the Main documentation to learn how to automatically send documents. Review the Processing Customer Payments section of the Sales documentation to learn how to process payments in EBMS. Customer Groups The web group feature within the EBMS e-commerce system allows the user to restrict certain items from the site based on the user. A web group identifies a specific group of products that are available when the customer logs into the website. The EBMS e-commerce module allows the user to setup multiple Web Groups for the following situations: A group of customers would be restricted from purchasing all the products that are shown on the website. This allows a user to adjust product lists based on the customer's group setting. A group of customers requite a different set of shipping options. For example, all retail customers may be shipped with UPS or FedEX options and a separate set of customers who receive wholesale pricing may also have company truck deliver options. Many e-commerce sites will only contain a single Web Group since many sites do not require these advanced options. Open the web settings dialog for a specific e-commerce website by selecting Sales > Web from the main EBMS menu and selecting the appropriate website URL as shown below. Select the Customer Groups tab. : Click on the New button to create an initial group or to add an additional Web Group. Enter the group label as shown below: 116

123 E-Commerce Click on the Properties button to set group properties as shown below: The e-commerce order confirmation is sent to the customer after an order is placed on the website using the settings on this dialog. Enter an address into the From field. This address will receive any responses from the customer if the customer replies to the confirmation . Enter an appropriate Subject line for the confirmation

124 Customer Portal Enter a miscellaneous message into the Message entry. This message will appear in the order confirmation page and , above the order information. The Filter inventory items by query option is used to determine what products are included in the web group. A web group is associated with a specific website. Only a single web group is normal since EBMS is normally connected to a single website. This option allows the user to include specific products when connecting to multiple sites. Click on the Filter inventory items by query button to open the following dialog: Set the inventory item query that identifies the items that are to be included in the web group. Use the following steps to include entire groups of inventory items since items can not be queried by an inventory folder. a. Filter down a short identifier within the inventory group for a folder or group of folders. The Type field is often used for this purpose. Multiple codes can be entered within the same Type field if an item or group of items is contained within multiple web groups. Review the Standard Features > Change Defaults, Filter Down Data, and Globally Change Data section within the main EBMS manual for more details on filtering down data. b. Set the Database Field and Operator as shown above. Enter the group code that was entered into the type field in the Value entry of the query. c. Click on the OK button to save the query. Review the Features > Advanced Query Options within the main EBMS manual for details on creating a query. Review the Standard Features > Advanced Query Options section in the main documentation for more details on these settings. The query option can be ignored if all products within the EBMS that have the Show on Web option enabled should be listed within this web group. Click OK to save the query. Click the Ok button to save the group properties and return to the group list. Click on the desired group and click on the Shipping Options button to configure shipping options for each group. Review the Configuring the Shopping Cart > Shipping Options section for more details. User Created Customer Accounts EBMS can be configured to allow web users to create EBMS customer accounts from the website. If accounts need to be manually approved, these options allow the EBMS user to require approval of each account before the account is valid. This option also allows the web user to change customer contact information as well as login information from the website. Go to Sales > Web > your company's website > New Accounts tab to set the New Accounts options as shown below: 118

125 E-Commerce 1. Enable the Allow web user to create a new account option as shown above to enable web users to create their own customer account. 2. Enable the Auto-approve new accounts option to allow a user to create an account and place an e-commerce order immediately. Disabling this option will require the EBMS user to approve the account before the user can use the new account to login into the e-commerce site and place an order within the shopping cart. 3. Create a customer folder that contains new e-commerce customer accounts if it does not already exist. This folder should also contain the website generic customer. Note that customers can be moved to other groups at any time. Review the Sales > Customers > Adding and Deleting Customer Folders section of the sales manual for more details on adding customer folders. 4. Set the Default customer folder setting to match the e-commerce customer folder created in step 3. Note that the customer folder setting will determine the default terms, shipping options, price level, and other settings within the new customer account. Select the folder by clicking on the Look-up button. Review the Configuring the Shopping Cart > Customer Accounts section for more details. a. Click on the View Defaults button to view the settings the new account will inherit. Make sure each of the following settings are properly set before the Allow web users to create new account option is enabled. 119

126 Customer Portal b. The follow General Tab will open as shown below: a. Set the appropriate Price Level. Review the Inventory > Pricing > Default Pricing and Price Levels section within the inventory documentation for more details on price level settings. b. The contact list determined by this setting will determine the order and information of the contact list. Review the Sales > Customers > Setting Customer Defaults section of the sales documentation for more details on default customer settings. c. Enable the Include in Mailing List and the Include in List options if you wish to have all user created customer accounts inherit these options. 120

127 E-Commerce c. Click on the Terms tab and set the following settings: d. Set the appropriate terms for a new e-commerce customer. The Cash and Check settings are not applicable for an e-commerce account. You can ignore these settings. The Credit Card option should be enabled to allow credit card payments for new accounts. Review the Processing Orders > Processing Credit Cards section for more details. The Charge option should be disabled since new accounts need to be approved for terms. Review the Configuring the Shopping Cart > Payment Options section for more details. The Default as Charge option should be disabled as well unless the Collect on Delivery shipping option is selected. b. Set the Discount and Due terms. Set the Due terms option to Collect on delivery if the Charge payment method is enabled. Set the Default Shipping Method setting. Let the setting blank if the system should not default the shipping method requiting the user to select a shipping method during check out. Review the Configuring the Shopping Cart > Shipping Options to make sure the shipping method is enabled for the e-commerce site. c. Review the settings within the Advanced tab. Review the Sales > Customers > Setting Customer Defaults section in the sales documentation for more details on other default customer settings. 121

128 Customer Portal 5. Require the following contact fields on the web requires the website user to enter certain information in order to create an account. Enable each contact field that is required. The list of contact options are taken from the defaults on the customer folder. Click on the View Defaults button and setup Contact Information entries needed on new accounts. Click the OK button to save the options. The Allow web users to create new account option will add a link within the sign in page and checkout pages. Contact the web designer if the website does not include a sign in page. 122

129 E-Commerce Click on the link to create a new account. Note that this page will create a customer account within the EBMS system. The new account will be located within the same folder as the generic website account. The new account's terms and other defaults will be copied from the form below. 123

130 Customer Portal Enter your account information. Note that some information is required. The form requires the user to enter the characters found on the bottom of the page. Click on the Create Account button to complete the creation process of creating a new customer account within the website. Web customers can change their customer information from the My Account page on the website. Review the Customer Accounts section for more details. 124

131 Processing Orders Order Confirmation The e-commerce website will send a confirmation to the customer as soon as a sales order is created within the EBMS data located on the data center. The confirmation includes the sales order number recorded within EBMS. The confirmation is sent to the web customer's and copied to the addresses set within the e-commerce settings within EBMS. Select Sales > Web > The address of your website from the main EBMS menu. Click on the web groups option (example: primary) and click on the Properties button as shown below: The From setting should reflect an address that is used to send the confirmation. Enter an that the customer should use for a sales order question or other reply. 125

132 Processing Orders Enter a Subject that assists the customer to quickly identify the source of the . Enter an order confirmation Message. The confirmation will be copied to the Webmaster . Multiple s can be added by separating them with a semi-colon (;). s sent to the Webmasters include a clickable link to the order in EBMS within the subject and body of the . Continue with the Processing Orders > Displaying and Printing New Orders section to query sales orders that are created from the website. Displaying and Printing New Orders Orders created using the shipping cart within the e-commerce website create a sales order in EBMS. These orders are synchronized from the data center back to the main EBMS data. Go to the Advanced Features > Synchronizing Data section for more details on the process to download sales orders from the website. Web orders can be displayed in a convenient list using the batch processing dialog within EBMS. Launch this dialog by selecting Sales > Batch Processing from the main EBMS menu as shown below: 126

133 E-Commerce Select the web sale query from the query options. Complete the following steps to create a website sales query: 1. Click on the Queries button to open the query list. 127

134 Processing Orders 2. Click on the New Query button to create a new query. 3. Enter a brief website sales query Id and click the OK button. 4. Enter a Query Description. 128

135 E-Commerce 5. Website orders are queried by a logical field within the sales order. The Customer Query and the S.O. Detail Query settings do not need to be set to include all customers and all sales order details. Click on the Sales Order Query button to set the query shown below: 6. Select the Web_Sale in the Database Field options. 7. Set the Operator option to is true. 8. Click the OK button to save. The Value option and And/Or option can be ignored. 9. Click the OK button on the Query Properties dialog to save the new website dialog. 10. Highlight the website query and click on the Close button. Click on a sales order record and click View Sales Order to open a sales order. Sort the sales order list by clicking on the Sales Order column title or the sales order Date column title. 129

136 Processing Orders Complete the following steps to print a pick sheet or sales order document for a batch of orders: 1. Select the orders that you wish to print by clicking on the Process column. Click on the Select All button to select all the sales orders. 2. Click on the Print button and select a form. Review the Reports > Print Buttons and Menus section within the main documentation for instructions on adding forms and reports to a print button. Processing Credit Cards Credit cards are processed within the e-commerce site using a secure, PCI-compliant page. Credit cards can be pre-authorized and completed at the time of shipment, or the card can be charged immediately at the time of the website sale. Preauthorize Credit Cards The recommended option is to pre-authorize the card at the time of the order. Pre-authorization will verify the card, validate that the amount of the sale is available on the card, and reserve the funds for the time period (normally a few days) authorized by the merchant account. The authorization is completed and the credit card charged at the time the order is processed. The dual step process allows the merchant to adjust the order based on availability, order changes, etc. Credit cards are set to be preauthorized by default in EBMS. Go to Sales > Web > Website > General tab to view these settings. Verify Credit Cards with this amount should be enabled if the user does not know the exact billing amount at the time of the order. Specify an amount that will be preauthorized to ensure that the card is valid. Companies typically verify with $.50 or $1.00 amounts. When the invoice is processed the actual amount will be charged. Verifying a card ensures that the card is valid, but does not check to see that any more than the verified amount is available on the card. Charge Card Immediately Enable the Charge Credit Card Immediately option only if credit cards are to debited (post-authorized) immediately rather than at the time the invoice is processed. Enabling this option will debit the card immediately at the time of order. This method requires the merchant to issue additional credit card transactions if the order total is changed. The customer is charged for the purchase at the time of order rather than at the time the merchandise was shipped. Setup Credit Card Processing 130

137 E-Commerce To continue with this section the user will need a Verifone Payware merchant account with the Hosted Payment Page (HPP) functionality. Review for information on setting up a Payware merchant account through Verifone. Contact your sales representative to start the process of setting up this account. After HPP information is obtained from Verifone, the HPP Account information is entered into EBMS by selecting the HPP Settings button. Enter the Payware ID and Token. Understanding the Secure Process Security is imperative when processing credit cards online. The process used for credit card transactions on the e-commerce shopping cart includes a different layer of security from those used to process live transactions in EBMS. This layer of security is referred to as HPP (Hosted Payment Page) and is PCI compliant. Payment information (such as credit card numbers) are not sent to either the merchant's website or the EBMS software. Credit cards are preauthorized and processed using HPP. Only transaction reference information (such as the last 4 digits of the card number) will be communicated to the website and to EBMS. This reference information is then used to process the invoice and charge the credit card from within EBMS. Any credits, returns, or voids can also be processed directly from EBMS using that same reference information. In short, credit cards are handled as follows: 131

138 Processing Orders 1. The website enters credit card information on the Hosted Payment Page (HPP). 2. The HPP page authorizes the credit card using a Payware merchant account and returns a transaction reference number. 3. The transaction reference number is attached to the order and synced to EBMS. 4. The transaction reference number is used to complete the payment from within EBMS. 132

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141 Site Administration Site Administration Overview The EBMS ecommerce website contains adminitration tools to assist in editing static information (information not included in EBMS) including about, policies, and contact pages. These administration tools also include editing meta tags and page titles as well as creating content for the website blog. Complete the following steps to access the administration portal: 1. Log into the administration portal by entering admin.websitename.com. For example if the e-commerce site URL is then enter admin.qualityhardware.com in the browser to open the administration portal as shown below: 2. Enter the Username and Password and click on the Sign In button to access the administration tools. 3. The main screen of the admin displays statistics for the website's Google Analytics. Google Analytics must be set up on the website for this to work. 4. Select one of the administration tools on the left side menu. 135

142 Site Administration Manage Content - is used to edit the static pages such as the home page, about us, and policy pages. Review the Creating Website Content > Editing Static Pages section for more details using the web editor. Manage Site - is used to manage Redirects and Site Index. Blog - is used to create and manage blog posts. Review the Blog section for details on creating a blog post. Store - can track activity on an e-commerce website. Store SEO - is used for search engine optimization. Review the Search Engine Optimization section for more details on entering SEO information for store items. Open Sessions - is used to check how many users are currently browsing the website. E-Commerce History - can track the amount of visitors, logins, and new accounts on the website. Review the E-commerce History section for more details on viewing E-Commerce history. Abandoned Carts - shows any customers who had items in their shopping cart but did not complete the purchase. Settings - is where the user can change the username and password of the administrator, among other settings Editing Static Pages Editing Page Information The web editor is used to edit static website pages such as the home page, about us, and policies pages. E-commerce product information is edited in the EBMS software. Review the Creating Website Content > Listing Products section for information on editing inventory items. Complete the following steps to edit a web page: 136

143 E-Commerce 1. Log into the EBMS Ecommerce Administration page. Review the Site Administration Overview section for more information on logging in. 2. Click on the Manage Content icon. 3. Select the Pages folder as shown below: 137

144 Site Administration 4. Select a content page to open the web editor and edit the web page. The top of the page is where the file name, page title, and SEO for the page can be managed. Review the Search Engine Optimization section for details on entering SEO. 4. Scroll to the bottom to edit the content of the page. The complete content of the page can be edited using the web editor including links and images as shown below: 138

145 E-Commerce 5. Select the Save button to save changes on the website page. Standard Formatting The RAD editor (the editor used on the web) includes the standard text editing tools. Adding Hyperlinks Complete the following steps to add a hyperlink to a page within the website: 1. Highlight the text you wish to appear as a hyperlink and select the Custom Links drop down as shown below. 2. Select the page to be linked. 139

146 Site Administration To add any other hyperlinks: 1. Select the text you wish to appear as a hyperlink and click on the Hyperlink Manager icon as shown below. 2. In the dialog that appears, type in the URL you wish the text to link to. To link to a document on the website, select the Document Manager Icon and select a Document. 3. Choose whether the new page opens in a new tab, a new browser window, or simply navigates directly to the selected URL. In the drop down menu label Target choose: New Window: for the link to open a new tab New Browser: for the link to open a new browser window Remove an existing link by highlighting the link and then clicking the Remove Link icon as shown below: The same process can be used to add a hyperlink to a static image. Simply select the image, and follow the steps above. Style Formatting Change or add styles to the web page using the icons listed and shown below: Foreground Color (Font Color): Change the color in which your text appears by selecting the text you want to color, click on the Foreground Color icon and choose your color. Background Color (Text Highlighting): Highlight the text by selecting the text and then click on the Background Color icon (indicated by the paint bucket with a drop down arrow on the right hand side) and choose your color. Apply CSS Class: Set for the formatting of different elements within your site using the drop down menu that applies the chosen style to the selected element. This enables the user to apply an existing css style for uniformity without dealing directly with the HTML code. Format Stripper: Remove any style formatting that is applied to any element. Select the element you wish to remove the styling from, and click the Format Stripper icon (indicated by the paint brush icon with a drop down arrow on the right hand side). Review the Editing Static Pages > Adding Images and Files section for more information about adding images or files to the website. 140

147 E-Commerce Review the Editing Static Pages > Adding a New Page section for more information about creating a new page for the website. Review the Editing Static Pages > Advanced Options section for more information about Custom Code for the website. Select the Save Changes button in the web editor to save the changes to the website. Note that these changes will immediately show on your website. Do not save changes unless the information is ready to publish. Select the View Page button to view the changes made to the website. Adding Images & Files The RAD editor contains easy-to-use managers that allow the user to upload and add images, files, and media to a website page. Upload and Add an Image Images can be uploaded and added to a web page using the Website Administrator Image Manager. Complete the following steps to upload and add an image: 1. Open a page using the Website Administrator and select Manage Content > Pages. 2. Select a page to open it. 3. Click inside the page where the image will be inserted 4. Select the Image Manager from the tool bar. 141

148 Site Administration 5. Select +Upload to upload images from the computer to the website 6. Click on the Select button and browse to the image on the local computer. 7. After all the images have been selected, click Upload. 8. Select the image and edit as needed: Image Editor - The image editor allows the user to crop, resize, add text, rotate, and print the image 142

149 E-Commerce Image Properties - The image properties can be edited including the size, alignment, alt tags, and border. 9. Click the Insert button to add the image to the page Upload and Add Media & Files Media can be uploaded and added to a web page using the Media and File Managers. The Media and Document managers show files stored within the 'files" folder of the website structure. The media manger is used for video and music files and the document manager is used for pdf or word documents. 143

150 Site Administration 1. Click inside a page where the link to the file will be located. 2. Click on the Media or File manager. 3. Select the +Upload button to upload files from the local computer. Select a file. 4. Click on the Insert button Upload images or files from the Folder Tree Images, files, and content pages can be uploaded to the web using the Web Administrator Folder Tree as well. Complete the following steps: 1. Select the Manage Content button on the left menu. 2. Select images or files from the folder tree. 3. Select the location in the Folder Tree where the picture will be stored and select the Choose File button to choose a file or image as shown below: 144

151 E-Commerce 4. Choose a file from the computer and select the Upload button to upload the image to the web Adding a New Page New static pages are created using the Website Administrator. Review the Advanced Features > Site Administration Overview section for more details on logging into to the website account. Complete the following steps to create a new static page: 1. Select Manage Content from the left menu and select Pages from the root folder. 2. Enter a name for the new page. 3. Click the Create Page button. 4. Locate the new page in the Pages folder. 145

152 Site Administration 5. Select the page to edit and add content. Review the Editing Page Information section for more details on editing page information. Using a Template Page templates can be setup using the Templates Manager in the Rad Editor tools. 1. In a new blank page, select the Template Manager icon. 2. Select an existing template or upload a new template 3. Click the Insert button. 4. Replace the generic elements of the page. 5. Select the Save button when finished. Review the Editing Static Pages > Editing Page Information to learn more about changing content on a static page Editing Page Using Alternative Editors Content pages can be downloaded and uploaded to/from the web using the Website Administrator. This can be useful to edit a page with other web editing software. 1. Select a page and click on the Download button. 2. Select either Save or Run when the file has downloaded. The file will download in the html format and can be opened using any web editing software. 3. Upload the web page by going back into the Manage Content folder in the Website Administrator. Select the location that the file will be placed. 146

153 E-Commerce 4. Select the Choose File button to select a file. Select the Upload button to upload the selected page. If the page already exists, a message will appear asking if you want to overwrite the file. 404 Error Page A standard Page Not Found message will be displayed when a link to the website cannot be found. This message can be customized to create a more user-friendly experience by creating a custom 404 error page. 1. Log into the site administrator and select Manage Content. Review the Site Administration section for more details. 2. Select the pages directory. 3. Create a new filed named error404.htm 4. Insert the page content. Review the Editing Page Information section for more information. 5. Save the page when finished and the new custom page content will replace the standard Page Not Found message. 147

154 Site Administration Advanced Options Snippets The Rad Editing Tools found in the Website Administrator can be used to insert snippets. Code snippets are used to create slideshows, photo galleries, and dynamic store navigation. Complete the following steps to insert snippets: 1. Open the Rad Editor Tools. Review the Editing Page Information section for more information on Rad editor Tools. 2. Click on the Insert Snippet drop down 3. Click on a snippet in the dropdown Slide show - Insert the slide show snippet to create rotating images or banners on the page. Replace /MyImageFolder with the folder name of the images to be rotated. Note: All images should be the same size and formatted as.jpeg. 148

155 E-Commerce Photo Gallery - Insert the photo gallery snippet to create a gallery of images on the page. Replace /MyImageFolder with the folder name of the images to be included in the gallery. Current Year - Insert the current year snippet to include code that automatically updates at the beginning of the year. This is often used for Copyright. Blog Entry List - Insert the blog entry snippet to display a list of the most recent blog posts. Edit the number inside the <BlogEntryList></BlogEntryList> tags to determine the number of blogs displayed. Use the Blog Entry List With Photos snippet to add photos to the blog list, and use the Blog Entry List By Tag snippet to list all the blog posts tagged with a certain keyword. EBMS Inventory Folder Navigation - Insert the folder navigation snippet to include links to the store inventory root folder and the first level of subfolders EBMS Inventory Folder Sub-Navigation - Insert the sub-navigation snippet to include links to the store first level of sub folders. Sign In/ Sign Out Link - Insert this snippet to include a link that changes based on the customer login status EBMS Inventory Folder Content List - Insert this snippet to add inventory items from EBMS into a static page. Continue below to get more details on this snippet. 4. Click the View Page button to preview your snippet Add EBMS Product to a Static Page A folder of items can be listed on a static page by including the following code snippet in the html of the static page: <ebmsfoldercontentlist folderid="39" contentcount="6" templatestyle="detail" showfolders="false" showitems="true"></ebmsfoldercontentlist> Change the following code snippet settings to include the correct items, number of items, and display of items: folderid: Insert the ID of the parent folder of the items to be included in the page. This ID can be found by right clicking on the folder in EBMS and selecting Properties. The Tree ID is listed on the General tab of the folder. contentcount: Set the number of items and/or folders you want to display templatestyle: The template that you want to use to display items. See the Creating Website Content > Group Templates section for templates available. showfolders: Set to true if subfolders should be displayed. Set to false if subfolders should be hidden. showitems: Set to true if items should be displayed. Set to false if items should be hidden. Change Form Settings The editor allows the user to add or change form settings on a page. 1. Select Manage Content in the admin 149

156 Site Administration 2. Select a page with the pages folder 3. 'From' Address is the address the website will send the from 4. 'To' Address is the address the website will send the to 5. Subject will appear on the sent from that specified website page 6. After submit of the form on the website, the website customer will be taken to the page specified in Success Redirect Page 7. Select Save to make the changes. Blog This is an optional website feature that allows the website administrator to create blog posts and manage comments. Website customers can browse blog posts by date or tag and comment on blog posts. 150

157 E-Commerce All blog posts can be filtered by date and tags. The blog listing page displays the title of the blog, the first photo on the post, and a preview of the content. Select any blog entry to see the entire entry and comments. 151

158 Site Administration Users can enter comments and subscribe to the thread to receive notifications when other users place comments. If the user is logged into the website, the name and will be defaulted based on the customer account information. Users can choose to add a profile image and a user summary using the My Account page on the website. The account profile information are displayed when the user comments on a post. Creating or Editing a Post 1. Log into your web site administration. See Site Administration Overview section for details. 2. Select Blog as shown below: 152

159 E-Commerce 3. To create a new blog post select Add new blog post. To edit an existing post select (edit) beside the existing post. The follow dialog will appear: 4. Create the blog post content using the editor. See Creating Website Content > Editing Static Pages > Adding Images and Files to learn about adding images to your blog post. a. Title Enter a brief description of the blog article b. Author Enter the name of the post author c. Tags Select or add tags to the post 5. Select Save Changes when finished. The blog can be viewed at Manage Comments Complete the following steps to manage the comments on your blog. 153

160 Site Administration 1. Log into your web site administration. See Site Administration section for details. A recent list of comments appears at the right side of the administrator. Click on any comment to view. 2. Another way to view comments is by going directly onto the blog. Select Blog. 3. Select any blog post to view the comments. 4. Click on the red X to delete any comment as shown below: Most Recent Posts On any website page the website administrator may choose to include a list of most recent posts. Add the following HTML to the page to display X number of recent blog entries: <BlogEntryList>[Number of entries to dislplay]</blogentrylist> 154

161 E-Commerce For example, in the above case the following HTML was added to the footer of the website: <BlogEntryList>3</BlogEntryList>. Add this to the HTML of the page to display all blog entries with the specified tag: <BlogEntryListByTag>[Tag to display]</blogentrylistbytag> For example: <BlogEntryListByTag>computer</BlogEntryListByTag> Product Social Share Dynamic e-commerce product pages include social media share capabilities. This allows customers to quickly like, tweet, pin, and share the product across multiple social media platforms. 1. Create a file on your local computer with the html snippets from the different social platforms. Contact your web developer for assistance in setting up social media or acquiring these snippets of code. Example code may look like: <!-- AddThis Button BEGIN --> <div class="addthis_toolbox addthis_default_style "> <a class="addthis_button_facebook_like" fb:like:layout="button_count"></a> <a class="addthis_button_tweet"></a> <a class="addthis_button_pinterest_pinit" pi:pinit:layout="horizontal"></a> <a class="addthis_counter addthis_pill_style"></a> </div> <script type="text/javascript">var addthis_config = {"data_track_addressbar":true};</script> <script type="text/javascript" src="//s7.addthis.com/js/300/addthis_widget.js#pubid=ra-52c5c9ad497a3525"></script> <!-- AddThis Button END --> 2. Name and save the file as SocialMedia.inc 3. Login to the online administration tools. Review the section on Site Administration. 4. Go to Manage Content > Files. 5. Browse and upload SocialMedia.inc to the Files folder. Review the section on Adding Images and FIles. Note that the SocialMedia.inc file cannot be edited from the Site Administration. This file must be edited on your local computer and then uploaded. 6. The info included in the SocialMedia.inc file will automatically be included on each ecommerce page beneath the product short description and price. 155

162 Site Administration Search Engine Optimization All Search Engine Optimization (SEO) can be done within the website administrator. The SEO for the e-commerce folders and items can be set up in the website administrator as well. Note that the SEO for e-commerce folders and items are originally defaulted but can be changed as needed. To set up SEO for a content page, open the website administrator, select Manage Content select a page. The File Name, Title, and Meta Tags are created or edited in this section of the website administrator. \ To create Meta Tags for the web page: 1. Select the Type of meta tag from the dropdown list. 2. Enter the Value or tags for the page. 3. Click the Create button to save the meta tags to the website page. Creating SEO for E-commerce folders and items Complete the following steps to create an SEO for E-commerce folders and items: 156

163 E-Commerce 1. Select Store > Store SEO on the left menu. 2. Select a folder or item and click on the Create SEO button to add SEO fields as shown below: The SEO is defaulted as an e-commerce item or folder when an item is added to the website. E-commerce History The history of an e-commerce website, such as web orders, logins, and new accounts, can be viewed within the website administrator. Review the Site Administration section for more details on accessing the Website Administrator. Complete the following steps to view e-commerce history: 1. Select E-Commerce History from the home page. 2. Setup the Query by year, month, and day or select View All Years. 3. Click on Web Orders to view the Date, Time, Customer, Invoice Number, Description, and total of the order. Review the Processing Orders > Displaying and Printing New Orders section for more details on EBMS web orders. 157

164 Site Administration 4. Select Logins to view the Date and Time that a certain customer logged into the website. Review the Configuring the Shopping Cart > Customer Accounts section for more details on customer login. 5. Select New Accounts to view the Date, Time, and Customer account that was created. Review the Advanced Features > User Created Customer Accounts section for more details on new customer accounts. Manage Site Redirects Page redirects are most commonly used to inform search engines that a page has been moved to a new location. This is important to maintain search engine ratings when a page location has been moved. Setup a Redirect 1. Login to the Site Administrator. Review the Site Administration Overview section for details on how to log in. 158

165 E-Commerce 2. Select Manage Site > Redirects from the left menu. 3. Enter the From URL. The From URL should not contain your site domain. The path entered should be a relative URL beginning with "/". For example: "/store/cart". 4. Enter a to URL. To redirect to a page on this site, use a relative URL (beginning with /). To redirect to a page on a different site enter the full URL beginning with or For example: 5. Choose a type of redirect. 301 Redirect is a permanent redirect - recommended for SEO. This is useful if you want to inform search engines that the same page content is at a different location and that the search engine should use the new location in the future. The engines will carry any link weighting from the original page to the new URL. Be aware that when moving a page from one URL to another, the search engines will take some time to discover the 301, recognize it, and credit the new page with the rankings and trust of its predecessor. This process can be lengthier if search engine spiders rarely visit the given web page, or if the new URL doesn't properly resolve. 302 Redirect simply moves you from page "A" to page "B" Rewrite does not change the URL displayed in the browser. The user still sees the from URL but the page content that is displayed is taken from the to URL. 6. Save the redirect. Additional Options An asterisk ("*") can be used as a wildcard character in your "from" URL. For example: /*.php Placeholder characters can be used that will then be copied from the from URL to the to URL. For example: From: /{0}/{1}.php To: /store/{0}/abc/{1} If the URL is /store/mypage.php it will redirect to /store/mypage 159

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167 Advanced Features Smart Search Smart Search is a powerful tool to help customers quickly find products and information on your website. Smart Search is a full text search designed to search a website's pages, static content, blogs, and EBMS inventory information and rank it based on relevance. This search option is normally located on the e-commerce website navigation bar and at To search for an exact phrase, use quotes. For example: "exact phrase" individual keywords. To search for a page that does not include a word or phrase, use a dash. For example: include these keywords -but -not -these. Advanced Search The Advanced Search options on the search page allows the web user to filter results to display: All Results (default) 161

168 Advanced Features Only Products o o Product Category Manufacturer Only Blog Posts Only Images Search Results can also be sorted by the following: Relevance (default) Date Configuration The maximum number of results listed is set in the website options. Select the website from the Sales > Web menu > Inventory Settings tab to view or change the following options: 162

169 E-Commerce Set the desired Show search results per page value. Note that a large number of search results on a single page can increase the time required to load the page. The web user also has the ability to change the number of results per page. Indexing All images, text, blog posts, and products are automatically indexed. If a static page or blog post is changed it will be automatically re-indexed. Inventory is re-indexed by a scheduled task every three hours. A re-index can be forced using the admin: 1. Login to the Web Admin. See Site Administration for more details. 2. Select Manage Site > Site Index from the right bar. 163

170 Advanced Features 3. Click the Reindex button to index Static Content, Blog, or Inventory Information. While you are logged into the admin, additional information will show in the tooltip of each search item. Go to the search results and hover over any result to view information on individual search results. This can assist in understanding the complexities of how certain results are being ranked on the site. 164

171 E-Commerce Default Search Fields By default, the smart search indexes the following information in the website: Uses Field Weight Search Type Item ID Id 10 Exact 165

172 Advanced Features Blog Author Author 7 Exact Item Title, Page Title, Blog Title, Image Title, etc. Title 4 Fuzzy Item Short Description Description 2 Fuzzy Item Folder Titles, Meta Keywords, Blog Tags, etc. Keywords 4 Fuzzy Item Long Description, Page Content, Blog Content, etc. Content 2 Fuzzy Item MFG Name Manufacturer name 4 Fuzzy Item MFG Part Number Manufacturer part number 4 Fuzzy Other fields can be added per site via config variables. Contact your website administrator to add additional fields. Search Styles Search style is determined by a config setting on each website. Contact your website administrator to change the config setting. Default - Search all fields for all keywords. There is a minimum score, but not all keywords are required. All required - All keywords must be found somewhere in the document (except for some prepositions and lessimportant works such as "this", "a", "the", etc.) Precise - The same as "All required" except that all fields are treated as Exact instead of Fuzzy. Product Review The product review optional module allows the customer to submit or read reviews about a product on the website. These reviews are approved by the administrator and then posted to the product page of the website. Setup Select the Sales menu > Options > Web Reviews tab. Set the Allow Customers to Create Item Reviews setting to one of the following options: o o o All - All customer reviews are automatically approved and posted to the website. The administrator will be notified by that a product review has been submitted. This is the recommended setting. Customer Accounts - Only reviews submitted by customers with login accounts are automatically approved and posted to the website. Reviews submitted by other customers are sent to the administrator for approval with a link to the item in EBMS. None All customer reviews are sent to the administrator for approval before being posted to the website. Submit a Review Open an item page on the website. Select the Product Reviews tab, fill out the short form, and submit. 166

173 E-Commerce A product review notification will be sent to the administrator(s) listed within the EBMS menu Sales > Web > Website Name > Customer Groups > Properties > Webmaster . The product review will be listed on the item page of the website. 167

174 Advanced Features Manage & Approve Product Reviews Product reviews are managed within the item. Open an item and select the Web Reviews tab as shown below: Product reviews can be turned off per item by deselecting the Allow web users to create reviews option. Double click on a review to open, approve, or remove any web review. De-selecting the Approve option on the review will remove it from the website. Reviews cannot be deleted or added from within the EBMS software. 168

175 E-Commerce Country Options The user may wish to limit the shipping destinations within the e-commerce shopping cart. For example, the user may wish to only ship within the 50 United States and Canada barring the user from entering any other country setting. This limitation can be created by removing all the country codes within the EBMS country list dialog. Click on File > System Options and click on the Country tab as shown below: Country options can be deleted from this list which will restrict the country options within the e-commerce shipping cart and within the sales invoice within the EBMS software. WARNING: Any country that is deleted must be manually added to the list to reinsert the country. Do not delete the USA country setting or the zip code search will not function properly. Use the Ctrl + Delete key combination to delete a country code. Use the Ctrl + Insert keys to insert a new country code. 169

176 Advanced Features Links and Associations Hyperlinks can be created within the short or long descriptions of an inventory item using HTML code. HTML is a web programming coded used to create websites. Any HTML code should be entered on the Inventory Item > Website tab > Short Descr or Long Descr fields. HTML code should not be used within the title description or within the inventory items descriptions located on the general tab. HTML code can give more flexibility when entering item descriptions. Pure HTML can be added to the Short Description and Long Description by including the HTML between the <htmlonly> and </htmlonly> tags. 1. Open an Inventory Item > Website tab. 2. Enter the opening tag <htmlonly> in the description field. 3. Enter the HTML code. a. For example, a link may be added to the long description by using the following HTML: <a href=" Click on the link below to view product specifications. </a> b. Additional formatting, such as bold and italic and css classes, can be added using HTML code. Text can be made bold by enclosing the text in bold or italic tags. For example: <b>this text will be bold</b> or <i>this text is italic</i>. The <b> or <i> indicates the start of the text formatting. The </b> or </i> indicates the end of the text formatting. 4. Enter the closing tag </htmlonly> Phaser 3635MFP/S Specifications is the text that will be shown on the page. The link, is the location of the link. The gray highlighted text, <a href=> and </a>, are the html tags. Note: To find the correct location link, go to the page that will be linked to and copy the url or address in the Address field at the top of your internet browser. Paste the link within the quote marks of the html. For example: <a href="paste Here">. 170

177 E-Commerce Supported tags in the Long Description are any non-layout related tags (i.e. links, font, etc.). Tables and Div tags are not supported at this time. Locate a Dealer The EBMS dealer locator allows dealer information to be displayed on the website. The customer can enter a Zip Code on the website and the nearest dealers will be displayed. This feature is often used when a company does not sell retail on their own website and wishes to refer customers to their preferred wholesalers or dealers. Example website page view: 171

178 Advanced Features Set Up a Dealer 1. Open the customer record. 2. Enter the following information in the contact info in the General tab. a. Enter the full Company Name in Last Name. b. Enter the location in Address, City, State, Zip. This will be displayed underneath the Name and will also generate a Get Directions link. c. Enter the primary Phone number and address if these should be shown. d. Enter the Web Address if a View Website link should be shown. 3. Select the Website (Other) tab. 4. Check the Include this customer in the website Dealer Locator checkbox. The dealer information is obtained from the EBMS customer record. Review the section on Customers > Changing Customer Information in the Sales documentation. Locator Results The locator will find the closest 3 dealers. This distance is approximated by miles that a crow flies from the zip code entered. The results will then list the Distance, Dealer Name, Address, Phone Number, , Website, and a Get Directions link. An advanced option allows results to also show a list of standard services or products offered for each dealer. Synchronizing Data The EBMS Data Synchronization Service facilitates the internet communication between EBMS on the local computer and the EBMS web server. This allows the content on the ecommerce website to be uploaded from EBMS. Web orders from the shopping cart are also downloaded into EBMS as sales orders. The communication is encrypted to ensure the security of the data. 172

179 E-Commerce At the time a customer or inventory item it changed in EBMS locally it is then queued to be uploaded to the web. In the same way, at the time a customer account is created or an order is placed it is queued to be downloaded to the local EBMS software. Normally changes are synced every 20 seconds. Larger files, such as PDFs or images, can take longer to upload. Changes must be saved within EBMS before data is communicated to the web. The sync tool uploads inventory item information, customer account data, shipping settings, and payment options. Review the following sections for more details on entering this information within EBMS: Review the Creating Website Content > Listing Products section for more details on entering product details. Review the Configuring the Shopping Cart > Customer Accounts section for more information on price levels, terms, and login details. Review the Configuring the Shopping Cart > Shipping Options section for shipping option details. Review the Configuring the Shopping Cart > Payment Options section for payment option setting details. The sync tool downloads the orders from the website shopping cart. Review the Processing Orders > Displaying and Printing New Orders section for details on viewing orders placed on the e-commerce website. Web Update Administrator The synchronization tool is running in the background at all times on the server computer as the Data Synchronization Service. 173

180 Advanced Features To view the status of the Data Synchronization Service, launch the Web Update Administration from C:\Program Files(x86)\EBMS\WebUpdateAdministrator.exe. The Synchronization progresses through each action, pushing and pulling changes to the server. Sync Setup To setup the ecommerce website the user will need to enter the sync properties. Select New to setup a new company or select a company and then select the Properties button. The Server is the name of the EBMS server. Company ID is the three character unique ID assigned from the EBMS company administrator program. 174

181 E-Commerce User ID and Password is the user designated for the sync service. This is a setup in EBMS > File menu > User Management. A new user must be created and designated for the web sync. Synchronize every XX seconds checks for changes every specified time period. 20 seconds is the recommended time period. Enable Synchronization to turn the sync service on. This enables changes to be synced to and from the website. Enable Complete Upload to push a fresh copy of the EBMS Data to the Web Server. A complete upload must be done when a website is first setup. After the complete upload is finished, the Complete Upload option is automatically turned off and the service only synchronizes changes again. Click OK to save changes. Synchronization Progress Each action, status, and message will be shown in the Synchronization Progress section. When the sync is successful the status of the Synchronization Progress is shown as all green. If the sync service stops for any reason, a descriptive message will be displayed and EBMS support is automatically notified. Resolving Conflicts In the event the Synchronization Service cannot download a file due to a sync conflict, the Synchronization Status Debugger can be launched from the EBMS File menu to preview the data and resolve the conflict. Within EBMS select File > Synchronization Status. Select a device and click Resolve Error button. 175

182 Advanced Features The dialog will step the user through the fields needed for the sales order entry and direct the user to the field producing the error. This allows the user to correct the field that is producing the error. Contact support for assistance in resolving the error. Displaying Items on Multiple Websites The ecommerce system allows the user to list items on multiple websites. There are three main ways this can be accomplished: 1. Use a single EBMS data set (i.e. company) for each site. This method is used if the invoicing, customer accounts, shopping cart info, and/or General Ledger reporting for each site should be recorded separately. Inventory items are maintained on two separate lists. Review the sections on Creating a New Company in the main EBMS documentation and Introduction > Getting Started for more information. 2. Use a subfolder in a common data set to list separate items for separate sites. This method is used if inventory items are maintained from the same list and company but the items do not overlap. 1. Setup multiple websites in EBMS. a. Open the Run window on your computer. b. Change the end of the following command to your website name ebms:dbscript?command=newwebsite&[put your site name here] example: ebms:dbscript?command=newwebsite&eshcomputer.com c. Run the command from the Run window. d. This command creates an additional website record. All login groups, logins, and custom settings are copied from the first website record. 2. Go to Sales > Web > Website1.com 3. Set the Base Inventory Folder to the root folder for the products to be listed. 176

183 E-Commerce 4. Repeat for the second website, using a different root folder for products to be listed. Website 1: Website 2: 5. Continue with setup of each website as detailed in the section Introduction > Getting Started. 3. Use the inventory query within the website settings to list inventory items on multiple sites. 177

184 Advanced Features This method is used to list items within the same inventory list on multiple sites. This option allows the user to include specific products when connecting to multiple sites. 1. Setup multiple websites in EBMS. a. Open the Run window on your computer. b. Change the end of the following command to your website name: ebms:dbscript?command=newwebsite&[put your site name here] example: ebms:dbscript?command=newwebsite&eshcomputer.com c. Run the command from the Run window. d. This command creates an additional website record. All groups, logins, and custom settings are copied from the first website record. 2. Set up the Root Inventory Folder. a. Go to Sales > Web > Website1.com b. Set the Base inventory folder. c. Repeat the above two steps for Website2.com using the same base inventory folder. 3. Query the items based on the primary Customer Group a. Setup the primary customer group for each website. Review the Creating Website Content > Customer Group Settings section for more information. b. Go to Sales > Web > Website1.com > Customer Groups > Primary > Properties > Filter inventory by query button. c. Set the Database Field to TYPE and Operator to contains as shown below. Enter the identifying code (example: W1 for items to be shown on Website1.com) in the Value column. 178

185 E-Commerce d. Click the OK button to save the query. Review the Standard Features > Advanced Query Options section of the main EBMS documentation for more details on creating queries. e. Repeat the above steps for Website2.com as shown below: 4. Setup the Inventory Items: a. Filter down the short identifier (example: W1 for website1.com and W2 for website2.com) in the Type field of the inventory group for a folder or group of folders. Each item can be set individually as well. Review the Standard Features > Change Defaults, Filter Down Data, and Globally Change Data section within the main EBMS documentation for more details on filtering down data. i. Inventory Items that contain a Type of W1 will be shown on the website customer group with that query. Inventory items that contain a Type of W2 will be shown on the website customer group with that query. 179

186 Advanced Features ii. If items should be shown on both websites a query with both query Values can be used since the query Operator is contains. 180

187 E-Commerce SSL Certificate Application Secure Sockets Layer (SSL), are cryptographic protocols that provide secure communications on the Internet for such things as web browsing, , instant messaging and other data transfers. The SSL protocol allows applications to communicate across a network in a way designed to prevent eavesdropping, tampering, and message forgery. SSL provides endpoint authentication and communications privacy over the Internet using cryptography. Typically, only the server is authenticated (i.e., its identity is ensured) while the client remains unauthenticated; this means that the end user (whether an individual or an application, such as a Web browser) can be sure with whom they are communicating. It is important that a site is SSL certified to protect the website login, cart, and account information. Credit Card information is covered separately through a Secure Payment Gateway. The SSL certification used on most EBMS e-commerce sites are from Starfield Secure Certification Authority, Version 3 with 2048 bit RSA Encryption. The SSL certificate should display on your e- commerce shopping cart to ensure the customer that your site is safe and secure. Contact your EBMS customer service rep for more details on the SSL certificate. Website Configuration Options The following e-commerce settings can be changed through standard web configuration by Eagle Business Software developers. General website Phone_Number: Website contact phone number. Default value is pulled from EBMS company data. 181