SAMS Club Web Sites Online Store

SAMS Club Web Sites Online Store Last Updated: November 14, 2007

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INTRODUCTION...4 Online Store...5 Store Options...5 Setting Up a Store Tab or Page...6 Setting Up Store Options...7 Payment Options...9 Setting Up Payment Options...9 Tax Options...11 Setting Up Tax Options...11 Shipping Options...12 Setting Up Shipping Options...13 Departments...15 Adding a Department...15 Sizes, Shapes, and Colors...16 Adding a Size, Shape, or Color...17 Products...18 Adding a Store Product...18 Storefront Page...19 Setting Up a Storefront Page...21 Orders...23 Processing an Order...24 3

INTRODUCTION The Getting Started Guide is organized into sections and is intended to be used as a reference. This guide is available in its entirety or through individual sections. You are currently reading the individual section for Online Store. This guide is not necessarily intended to be read from beginning to end, unless of course the reader chooses to do so. However, before continuing with any of the sections of this guide it is recommended that the user be familiar with the following topics: The Management Console Logging Into the Management Console Troubleshooting Login Problems These topics are available in the full Getting Started Guide or The Management Console section. Note that the procedures in this guide require you to log into the Management Console of your Web site so it is especially import to review this entry if you are not familiar with this process. Each section of this guide contains overview information regarding the topics that are covered within the section. These overviews are followed by procedures that describe how to perform the tasks described in the overviews. You can use the overviews to determine if the section contains the information you need; or, if you are already familiar with the Internet and creating Web sites you may be able to skip the overviews and peruse the procedures to find the information you are looking for. We appreciate any comments you may have regarding any section of this guide. If you have comments you would like to share with us or suggestions for improving this guide, email them to websitesupport@samsbiz.com with the Subject line of: User Guide Comments. 4

Online Store Note: An online Store is available only with an E-Commerce Package Web site. If you do not have an E-Commerce Package site and are interested in upgrading to one, contact your Sales Representative at (866) 699-4912. Review this section to learn how to set up the online Store for your Web site and process orders. When setting up an online Store, you determine the Store options, Payment Options, Tax Options, and Shipping Options for selling your products or services. Once these options are set up, you create the inventory for your Store by adding the departments (or categories) for the products or services you sell, then the products themselves. Store products can have specific sizes, shapes, or colors associated with them for shoppers to choose from. After setting up the departments and products or services, these products or services are available to display on your Web site for customers to see and purchase. After customers make a purchase from your Store, an order is created which includes the customer s billing and shipping information. This billing and shipping information is used to process each order. Store Options The Store options are where you configure the general options for your Store, such as: Whether or not you accept online orders. If you require users to register on your site before they can purchase products. What text, if any, you want to display at the bottom of the Store pages users see when viewing the Store s products or services. Also in the Store Options area you determine how you want the departments and their products or services displayed to customers. For instance, do you want to display products or services in a basic List View with only an item name, list, and price, or do you have exquisite pictures for your products and want to list products by these pictures with the Image List View. Additionally, you can set up your Web site to upsell certain products when users check out of your Store. For instance, when users purchase a product you can display other products to these customers to see if they are interested in purchasing those products as well. Additionally in the Store Options area you determine if you want to send an email notification to yourself or someone else when an order is submitted. Before setting up any Store options, you must first have a Store Tab or Page set up for your Web site. If a Store Tab or Page is not already set up for your Site, perform the following procedure, Setting Up a Store Tab or Page before performing the other procedures in this section. You can tell if you a Store is set up for your Site by looking for the following Tab or Page icon in the Manage tab display of your site s Management Console: 5

Setting Up a Store Tab or Page Note: Most Stores are set up at the Tab, or first level of a Web site. However, a Store could be set up at the secondary Page level, so this is also included in this procedure. 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Site area make sure the Manage tab is selected. 3. To add a Tab, click Add Tab at the bottom of the Management Console window; to add a Page, click Add Page to the right of the Tab to which you want to add the page: The following screen is displayed: 4. In the Page Title: field enter the name for the Store Tab or Page. This is the name that is shown on the Web site for users to click and see the information for the Store. Some examples of Store titles are Store, Shopping, Online Store, and 6

Online Shopping. 5. Under Page Type click Store. The Management Console is displayed and now includes the name of the added Store Tab or Page: You click the added Store Tab or Page to have access to the areas for setting up your online Store, as described in the remaining procedures in this section. Setting Up Store Options 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Site area make sure the Manage tab is selected. 3. In the list of Tabs or Pages, click the Store tab or page: The Change Store screen is displayed 7

4. In the Change Store screen click Store Options. The following screen is displayed: 5. Fill out the desired options and fields in this screen. For more information on these options and fields, click the Help icon at the top-right area of this screen then the Change my store viewing options? and Set email notification options? selections. 6. Click Finished, then Back. 8

Payment Options The Payment Options area is where you configure the methods of payment you accept from customers ordering products or services from your Store. The first option to configure is whether or not you will process credit card purchases online or manually. When processing cards online, a Merchant Account is required to be set up with your Web site. Refer to Merchant Accounts and Applying for a Merchant Account in the Web Site Options section or full Getting Started Guide for more information on this topic. To process credit cards manually you will need to be set up with the ability to process credit cards outside of your Web site, when the actual card is not present. This usually consists of being set up with an MOTO (Mail Order Telephone Order) Merchant Account and a terminal device with a keypad for entering the credit card s number supplied by customers when they order products from your Store. Also when configuring Payment Options you determine if the CVV2 code from a credit card is required when accepting credit card payments online, as well as what type of credit cards you are accepting for Store payments. Additional payment types are also set up in this area, including whether or not the following payment types are accepted: Purchase Order Personal Check Money Order/Cashier s Check C.OD. PayPay You can also enter additional text to display to customers when they check out of your Store, such as Call 1-800... to order by phone. Setting Up Payment Options 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Site area make sure the Manage tab is selected. 3. In the list of Tabs or Pages, click the Store tab or page: The Change Store screen is displayed: 9

4. In the Change Store screen click Payment Options. The following screen is displayed: 5. Fill out the desired options and fields in this screen. For more information on these options and fields, click the Help icon at the top-right area of this screen then the Select credit card settings? and Set Up Payment Options selections. 6. Click Finished, then Back. 10

Tax Options The Tax Options are where you set up the tax rate charged to local customers making purchases from your Store. This is the sales tax rate for the state or locality where you are doing business. Any customers with this same state or locality address are charged this local sales tax. Note: For information on what, if any requirements you have for charging taxes to customers outside of your local state or locality, contact your business tax advisor or local government agency. Sales tax rates for those locations, if used, would be set up and charged in the same manner as the local tax rate explained above. Tax Options are set up in the order of Country and then the Locality within the country. After selecting the appropriate country, a locality can be a state (in the United States), a province (in Canada), or some other region within the selected country. The word "All" can be used to denote all localities within an entire country. Two countries have a list of valid localities that must be used the United States and Canada. These are the only 2 countries with such a list. To match this list of valid localities, you can enter the standard 2-letter abbreviation for the localities, or, you can enter the entire state or province name. These abbreviations or state and province names need to be spelled correctly. When users purchase products from your Store and enter the same billing or shipping address as the country and locality set up in the Tax Options area, the sales tax percentage is added to the cost of the customer s purchase. Also in the Tax Options setup area you can determine whether or not to apply taxes based on the customer s shipping address instead of their billing address. By default, the sales tax is based on the billing address. Additionally, you can select an option indicating if the sales tax rate is also applied to the order s shipping cost. Setting Up Tax Options 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Site area make sure the Manage tab is selected. 3. In the list of Tabs or Pages, click the Store tab or page: The Change Store screen is displayed: 11

4. In the Change Store screen click Tax Options. The following screen is displayed: 5. Fill out the desired options and fields in this screen. For more information on these options and fields, click the Help icon at the top-right area of this screen then the Add a tax rate definition? and Itemize individual taxes on an invoice? selections. 6. Click Finished then Back. Shipping Options Shipping Options are where you configure the methods for shipping products to your customers. You determine which one of the following shipping methods you will use. You determine if you are: Offering free shipping. Charging a flat rate for shipping and are basing this rate on a percentage of each customer s total order. Charging a flat fee for shipping and if so, the amount of that fee. Shipping products through standard carriers such as FedEx, United Parcel Service, and the US Postal Service, and charging these carriers rates. With the Carrier method, you select which carriers to use and make available to your customers. When customers order products, they select the carrier to use for shipping them those products. (The cost of shipping is calculated using the customer s billing or shipping address and the weight of the products being shipped.) When using the Carrier method, you also have the option of setting up a Custom Method with a specific name and price for shipping products. 12

Setting Up Shipping Options 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Site area make sure the Manage tab is selected. 3. In the list of Tabs or Pages, click the Store tab or page: The Change Store screen is displayed: 4. In the Change Store screen click Shipping Options. The following screen is displayed: 13

5. Fill out the desired options and fields in this screen. For more information on these options and fields, click the Help icon at the top-right area of this screen then the Set shipping options? selection. 6. Click Finished, Back. 14

Departments Departments provide a way to organize a Store s products or services into categories. You set up different departments for your products then place your products or services within these departments. Your customers can then select a department and view the products within that department, or category. For instance, you could set up one department each called Shirts, Pants, Dresses, and Suits. Customers could view one of these departments and see only the products set up and placed in that department. If needed, departments can be multiple levels. For instance, you could have a department named Shirts, then other departments within Shirts named Men s Shirts and Women s Shirts. Users can click the Shirts department, then Men s Shirts or Women s Shirts to see the products in those departments. Adding a Department 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Site area make sure the Manage tab is selected. 3. In the list of Tabs or Pages, click the Store tab or page: The Change Store screen is displayed: 4. In the Change Store screen click Manage Departments. The following screen is displayed: 15

5. Click Add New Department. 6. Fill out the desired options and fields in this screen. For more information on these options and fields, click the Help icon at the top-right area of this screen then the Create departments? selection. 7. Click Finished, then Back. Note: To edit a department, perform steps 1-4, select the appropriate department, make the desired edits, then click Update at the bottom of the screen. To delete a department, perform steps 1-4, select the appropriate department, and then click Delete at the top of the Departments: area. Sizes, Shapes, and Colors The Sizes, Shapes, and Colors feature enables you to set up different attributes for a Store s products or services. For instance, a Store may sell candles that are available in different scents or colors. In this example a customer indicates the scent or color of candle they wish to purchase. The Sizes, Shapes, and Colors feature enables you to set up different attributes such as scents and colors to associate with the candle products. When customers select a candle to purchase, the customer selects the scent or color of candle they want. You then know what product the customer has ordered and what product to ship. The Sizes, Shapes, and Colors attributes can be a List, a Checkbox, or a Text box, as follows: A List attribute enables customers to choose only one selection from a drop-down list of options for a product, such as a product s Large, Medium, or Small size. A Checkbox attribute lets customers choose one or any number of available options for a product. For instance, for a Store that sells gift baskets, the owner could set up a gift basket as a basic product, and then set up multiple Checkbox attributes consisting of different items that shoppers can add to the gift basket, such as different packages of fruits, nuts, or magazines. When purchasing the basic gift basket product, the 16

customer could choose to add any one, or all of the different items. Each additional item can have an additional cost associated with it or not. A Text box attribute enables customers to enter text to relay to you when ordering a product. For example, if you sell monogrammed towels and want to enable a shopper to enter the initials or names to be monogrammed on the towels, you can set up a Text box attribute to associate with the towel product. You could also associate more than one attribute per product, for instance, if more than one monogram name or set of initials are needed for the towels. Adding a Size, Shape, or Color 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Site area make sure the Manage tab is selected. 3. In the list of Tabs or Pages, click the Store tab or page: The Change Store screen is displayed: 4. In the Change Store screen click Sizes, Shapes, Colors. The following screen is displayed: 17

5. Fill out the desired options and settings and fields in this screen, click Next, then fill out the additional options and fields that are displayed. Click Finished when done. For more information on the fields that are displayed, click the Help icon at the top-right area of this screen then the Create an attribute? selection. 6. Click Finished, then Back. The Sizes, Shapes, or Colors attribute now needs to be associated with the product. See Products and Adding a Store Product for more information. Products The Products area of a Web site is for setting up the products or services being sold through the Web site s online Store. You set up the details of each product such as the product s name, number, price, department, and the quantity of products or services on hand, if applicable. You also set up such information as the product s weight which is used to determine shipping costs and any Sizes, Shapes, or Colors attributes to associate with the product. The Products area is also where you enter the Description for the product and if one is used, where you upload a picture Image of the product. The product s Description and Image along with its Price and Comparison Price (if used) are displayed to customers when viewing your Store. Adding a Store Product 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Site area make sure the Manage tab is selected. 3. In the list of Tabs or Pages, click the Store tab or page: The Change Store screen is displayed: 4. In the Change Store screen click Manage Products. The following screen is displayed: 18

5. Click Add New Product. Note: To delete a product you could select the product under the Name list, then click Delete. Similarly, if you want to edit a product you could select the product under the Name list, make the desired changes in the Details area, then click Update. 6. Fill out the desired options and fields in the Details area of this screen. For more information on these options and fields, click the Help icon at the top-right area of this screen then the Add products? selection. 7. Click Finished, then Back. Note: To edit a product, perform steps 1-4, select the product under the Name list, make the desired edits in the Details area, then click Update. To delete a product, perform steps 1-4, select the product under the Name list, then click Delete. Storefront Page The Storefront page is where you set up the main page that your customers view to see the products or services you sell. When products are listed, each product s Description, Image, Price, and other information are shown to potential customers. Also displayed for each product or service is an Add To Cart link that customers can click to add the product to their shopping cart for purchasing. The Storefront page is most often at the Tab level of information on a site, but could be at the Page level if that works best for your needs. The Storefront page can display any 19

combination of different Store features such as a Shopping Cart, a Department List, a Merchandise List, a Featured Merchandise list, a Top Sellers list, or any Single Item in your Store. The Storefront page often contains at least a shopping Cart in the top-left corner of the page, plus a Department List below the shopping Cart. These features are described as follows: Cart This feature displays a running tally that shows a shopper the total number of products they have added to their shopping cart for purchasing. The shopper can click the shopping cart icon for this tally at any time and be taken to the checkout screen where they can process the order for purchasing the products. The shopping Cart feature also provides an Order Status link. A shopper who has registered on your site can click this link and view the status of any purchases they have made in your Store. For unregistered shoppers, they need to provide the Order Number and the email address used when making an order to view its status. Department List This feature displays a list of all Departments set up in your Store. When a shopper clicks a Department, the products that have been placed in the department are displayed for the shopper to see and purchase. Merchandise List A Merchandise List can be used to select individual products for shoppers to see. Products can be listed by numbers in order, by a bullet, or by only the product s name. Featured Merchandise This feature displays a list of products or services you want to feature on your Storefront page. When adding products to your Store, a checkbox is available to select and make a product a Featured Item. From one to five products can be displayed in a Featured Merchandise list. If more than five products are set up with the Featured Item setting, only the five most recent products set up as featured are displayed. Top Sellers A Top Sellers feature placed on your Storefront page displays just that your Store s top-selling products. If this fits your needs, you can place one of these features on your Storefront page to let customers know your Store s top-selling items. The number of top-selling products you can display are 5, 10, 20, or 25. For any items to display in this list they must first be sold. If your site is new and you want a Top Sellers list on your Storefront page, it s a good idea to wait until some products have been sold (or until you view the Store as a regular user and make simulated purchases). Single Item This feature displays a single product to your customers. Note: The Storefront page is the most common area for placing Store features. However, Store features could be placed on any Tab or Page of a Web site. For instance, you may have a Tab or Page that describes a product or service in more detail than the product Description allows. In this instance, you could add a Single Item Store feature on that Tab or Page to provide a quick link for customers to purchase this product without first moving to the Storefront page. 20

Setting Up a Storefront Page 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Site area make sure the Manage tab is selected. 3. In the list of Tabs or Pages, click the Store tab or page: The Change Store screen is displayed: 4. In the Change Store screen click Storefront page. The following screen is displayed: Note: The above Featured Merchandise, Shopping Cart, and Department List Features were included automatically with this particular Web site. These Features may or may not be shown on your Storefront page. 5. To add a Store feature, click Features. The following screen is displayed: 21

6. Click Add Store. The following screen is displayed: 7. In the Please select list, select the Feature you want to add to the Storefront page. Depending on the selected Feature, different options are displayed. For more information on setting these options, click the Help icon at the top-right area of the screen. 8. Click Finished. The Feature is added to the Storefront page. You can move the Feature to a different location on the page by clicking its positioning arrows. Or, you can edit or delete the feature by clicking its respective button: 22

You can continue adding Features by performing steps 5-8 for each feature. 9. Click Finished. Orders The Processing Orders function is where you perform the final steps of the purchase process, which are capturing funds and shipping products. Capturing Funds If the payment for an order was made by credit card and you process credit cards through an online Merchant Account, only a Pre-Authorization has been done on the credit card at this point. In other words, the credit card and amount of the purchase have been approved, but no funds have been transferred to your Merchant Account. After processing the order, the transaction is complete and data is transferred to begin the process of settling the funds for the purchase into your Merchant Account. This can take up to 48 hours to complete. If the payment for an order was made by credit card and you are processing credit cards manually, you need to retrieve the credit card number from the Process Orders area, then use this number to process the credit card manually. Manually processing credit card transactions are typically done through a keypad device that allows you to enter the credit card numbers manually if the actual credit card is not present. If the payment for an order was made by a non-credit card method such as a Purchase Order, Personal Check, Money Order, or Cashier s Check, you need to make arrangements with this customer to send you their payment; you also need to determine if you are going to ship the products or provide the services to the customer before the payment is received. For C.O.D. payment orders, you ship the products and arrange to collect payment at that time. For PayPal payment orders, the payment transaction should have already been established with your Business PayPal Account. Shipping Products The Process Orders area on your Web site includes all of the information about each order made through your Web site. This information includes the name of the products that were purchased as well as the person s address in which to ship the products. You retrieve this information for use when shipping customers the products they ve purchased. When processing and shipping orders, you can print a receipt of the order and all of its details. There is also a Tracking Information and a Tracking Number field for each order s receipt. Using these fields you can enter the carrier used to ship the product, such as United Parcel Service, as well as a Tracking Number if provided by the carrier. This information is included on the receipt and is also included in an email message you can send to the customer notifying them that their products have been shipped. The customers then have the carrier and tracking number if needed to check on the status of the shipment of their order. 23

Processing an Order 1. Log into the Management Console of your site. See Logging Into The Management Console if you need instructions on this process. 2. In the Working With My Site area make sure the Manage tab is selected. 3. In the list of Tabs or Pages, click the Store tab or page: The Change Store screen is displayed: 4. In the Change Store screen click Process Orders. The following screen is displayed: 5. Click Process. The following screen is displayed: 24

Processing Credit Card Transactions Manually When processing transactions manually and processing an order paid for by credit card, perform the following: a. Make note of the credit card number in the Card Number field or print the Process Order screen for reference (usually done by selecting File, then Print). You need this number to process this credit card purchase at your location. This is the only screen in which you can see this number. For security reasons, after clicking Finished, the Process Order screen and credit card number can no longer be viewed. b. In the Notification area, make any necessary changes to the email notification that is sent to this customer, such as the Subject or Body of the email message. If you want to send a copy of this email to yourself, check the Cc: checkbox and make sure your correct email address is entered in this field. Processing Credit Card Transactions through an Online Merchant Account If you are processing a credit card transactions through an online Merchant Account, the following message is shown at the bottom of the Process Order screen: This message indicates when a pre-authorization was done for the credit card 25

purchase and when the process for transferring the funds to your Merchant Account will occur. When processing a credit card transaction through an online Merchant Account, perform the following: a. If you want a copy of this order for reference, print the Process Order page (usually done by selecting File, then Print). For security reasons, after clicking Finished, this screen can no longer be viewed. b. In the Notification area, make any necessary changes to the email notification that is sent to this customer, such as the Subject or Body of the email message. If you want to send a copy of this email to yourself, check the Cc: checkbox and make sure your correct email address is entered in this field. Processing Non-Credit Card Transactions Manually When processing an order paid for by a means other than credit card such as personal check or money order perform the following: a. Make note of any needed information or print the Process Order screen for reference (usually done by selecting File, then Print). For security reasons, after clicking Finished, this screen can no longer be viewed. b. In the Notification area, make any necessary changes to the email notification that is sent to this customer, such as the Subject or Body of the email message. If you want to send a copy of this email to yourself, check the Cc: checkbox and make sure your correct email address is entered in this field. c. Make arrangements with your customer for them to send you their payment for this order. 6. If you are sure you have printed the Process Order screen or made note of its needed information, click Finished. A message is displayed indicating the order was processed. 7. Click Finished. The order has been processed. If applicable, the products can be shipped to the customer. 26