Store

Features

User Permissions Required to Add/Edit Your Store

• Manager Settings
• Payment Processors
• Offline Payment Processing
• Authorize.Net Users
• Payflow Pro Users
• PayPal Users
• Add/Edit Store Manager Page Contents
• Coordinators
• Payment Options
• Credit Cards
• Categories
• Add New Item
• Add/Edit Store Item Page Contents
• Group Access
• Personalization
• Categories
• Colors
• Sizes
• Options
• Panels
• View
• Delete a Store Item

Initial Setup

Manager Settings
 

1. Title: Enter a title for your Store section. This title will appear on your main menu should you choose to display the link.
2. Add Link to Site Menu: Select "Yes" from the drop down menu to display the link on your menu. Select "No" from the drop down menu to not display the link on your menu.
3. Default Tax: Enter the default tax percentage amount to be applied to each order. Tax charges may not apply to everyone. Check with your organization accountant for tax information.
4. Handling: Enter the amount you plan to add for handling to each order, if any.
5. Mode: Select the mode for which you want to process payments. "Testing" mode allows you to send and collect data without actually processing the information. "Live" mode allows you to process the data.
6. Payment Processor: Select your payment processor from the drop down menu. The next 3 fields will highlight accordingly based on your selection. The highlighted fields are the required fields for the selected payment processor. (Note: See the Payment Processors section below for more information.)
7. VendorID: Enter your payment processor VendorID.
8. Password: Enter your payment processor Password if applicable.
9. AccountID: Enter your payment processor AccountID if applicable.
10. Transaction Currency: Allows customers using Authorize.net or PayPal to match their web site Store manager currency to the primary currency set at their payment processor.
11. Search Summary: Enter descriptive information to be used for Search Engine data and Site Search data.
12. Shortcut: This allows you to make a shortcut to your Store. It will be a one word entry (i.e. store). It can be accessed on the Web by typing in www.yourdomainname/shortcutname. (For example: www.yourdomain.com/store).
13. Design Options: Click the design option that is currently shown. A window will appear with the other designs you made available in the Additional Designs section of your Designs manager. Select the design you want to apply to this page.

Payment Processors

Offline Payment Processing

PayPal Users

Add/Edit Store Manager Page Contents

1. Add/Edit page contents using the Page Editor. For help with the functionality of the Page Editor, see Using the Editor for more information.
2. Click the Save  icon in the upper right corner of your screen to save your Store manager page settings.  

Coordinators

1. This feature is only applicable to those who have the People manager. It allows the administrator to select who has access to make changes to items in the Store manager.
2. Select an appropriate user from the drop down menu. The users that appear are set through the People manager.
3. Click the Save icon within the dialog box.
4. To delete a coordinator, click the Delete icon to the left of the user's name.

Payment Options

1. Select a payment method from the drop down menu.
2. Click the Save  icon within the dialog box. The payment method is now available to be selected by users when making their purchases.
3. To delete a payment option, click the Delete icon to the left of the payment option.

Credit Cards

1. Select a credit card type from the drop down menu.
2. Choose the Save icon within the dialog box after each choice.
3. To delete a credit card, click the Delete icon to the left of the card name.

Categories

1. Type the name of your category into the Categories input box.
2. Click the Save  icon within the dialog box.
3. To delete a category, click the Delete icon to the left of the category name. 

Add New Item

Select the Add New Item  icon.

 

1. Title: Type in the name of the product or service. Do not use commas or other special characters in the title of a store item, as it will cause problems with submitted orders.
2. Product ID: Enter the product ID number/listing, if applicable. This is for internal tracking purposes and will not appear on the public website.
3. Units in Stock: Enter the number of this item available. This is for internal tracking purposes and will not appear on the public website.
4. Thumbnail: To associate a thumbnail image with your item, click the My Files button to the right of the Thumbnail field. For more information on inserting images, see the Insert/Edit Images section of the Help Manual.
5. Price: Enter the basic price for this item.
6. Discount Percentage: If a discount will be given for ordering a specific number of items, add in here. The Store will post 0 if no amount is entered, indicating no discount is offered. (For example, if a 5% discount will be given for ordering more than 5 of this one item, type in 5 here.)
7. Maximum Discount: The maximum percentage amount offered for multiple-item orders.
8. Discount Units: Type in the number of items to be purchased in order to receive a discount. The Store will default to 0 if no number is entered, indicating no discounts will be offered.
9. Shipping: Type in the cost for shipping this item. Cost will be automatically added into the purchaser's total.
10. Tax: Type in the percentage of tax (if any) that will apply to this item.
11. Promote on Home Page:  Select "Yes" to automatically add a link to the store item in the feature (Just For You) section of your home page.
12. Content Access: This allows you to set the minimum security level required to view your store item. For more information on setting access, see the People manager, as this option will only appear to those who have the People manager.
    1. Guest: This allows anyone who visits your site to view your store item.   
    2. Member: This allows only those who have Site Member access or greater to view your store item. 
    3. Site Contributor: This allows only those who have Site Contributor access or greater to view your store item. 
    4. Site Editor: This allows only those who have Site Editor access or greater to view your store item.   
    5. Site Administrator: This allows only those who have Site Administrator access to view your store item.
13. Publish Date: Click the calendar icon to the right of the Publish Date field to bring up the interactive calendar and choose the date that your store item will be available to users. Leave the Publish Date field blank to make your store item available immediately.  Alternatively, you may click inside the Publish Date field to bring up the interactive calendar.
14. Expiration Date: Click the calendar icon to the right of the Expiration Date field to bring up the interactive calendar and choose the date that your store item will no longer be available to users. Leave the Expiration Date field blank to make your store item available immediately. Alternatively, you may click inside the Expiration Date field to bring up the interactive calendar.
15. Shortcut: This allows you to make a shortcut to a specific store item. It will be a one word entry (i.e. myitem). It can be accessed on the Web by typing in www.yourdomainname/store/shortcutname. (For example: www.yourdomain.com/store/myitem).  Note: You must create a shortcut in the Manager Settings section of the Store in order for the shortcut to the specific store item to work.

Add/Edit Store Item Page Contents

1. Add/Edit page contents using the Page Editor. For help with the functionality of the Page Editor, see Using the Editor for more information.
2. Click the Save  icon in the upper right corner of your screen to save your Store Item settings.

Additional Features

Group Access

1. You must first setup your target groups in the Groups manager.
2. Users must be assigned to the group to be included in the target groups. This can be done by the individual through setting his/her preferences at log in or by changing those preferences from your website's home page. You can also do this manually through the People manager.
3. Choose the group you wish to grant access and click the Save icon in the upper right corner of the dialog box.
4. To delete a group, click the Delete icon to the left of the group name.

Personalization

1. You must first setup your target groups in the Groups manager.
2. Users must be assigned to the group to be included in the target groups. This can be done by the individual through setting his/her preferences at log in or by changing those preferences from your Web site's home page. You can also do this manually through the People manager.
3. Choose the group you wish to grant access and click the Save icon in the upper right corner of the dialog box.  
4. To delete a group, click the Delete icon to the left of the group name.

Categories The categories you created earlier now appear in the drop down menu. To list your new item within a category, select the appropriate category from the drop down menu. Click the Save  icon within the dialog box after each selection. To delete a category, click the Delete icon to the left of the category name.

Colors Select a color from the drop down menu. If there is an added cost for the color, enter the amount accordingly. If there is no extra charge for the color, type in 0. Click the Save  icon within the dialog box after each selection. To delete a color, click the Delete icon  to the left of that color.

Sizes   Select a size from the drop down menu. If there is an added cost for the size, add in that charge (For example, $1 extra for X-large). If there is no extra charge for that size, type in 0. Click the Save  icon within the dialog box after each selection. To delete a size, click the Delete icon to the left of the size.

Options Type in any additional options related to the product (For example, Long Sleeve or Rush Delivery). Enter any additional charge for that option in the cost box. Click the Save  icon within the dialog box after each entry.   To delete an additional option, click the Delete icon to the left of the option name.

Panels   Add/Delete Panels Click the Panels tab. Using the first drop down menu, select the content panel you wish to display. The panel you select will appear in the preview window at the bottom of the Panels dialog box. Using the second drop down menu, select the display position for the area you want the panel to appear on your site. Click the Save icon within the dialog box. Repeat this process for each panel you wish to add. To delete a panel placement, click the Delete icon to the left of the panel title. Update Panel Position and Order Click the Panel Name Using the first drop down menu, select the display position for the area you want the panel to appear on your site. Using the second drop down menu, select the order in which you want the panel to display. By selecting "1", the panel will appear first within its assigned position. By selecting "2", the panel will appear second within its assigned position. Click the Save icon within the dialog box. Repeat this process for each panel you wish to update. Search Community Content Please visit the section on the Community Content Portal for detailed information.

View

Delete a Store Item

Delete an item or items by selecting the box to the left of the Item Name and then click the Delete Selected icon. Once an item is deleted, there is not a way to retrieve the item. Alternatively, you may click the Delete icon within the store item itself.