PromoBullit e-Store User Manual
広告
広告
PromoBullit e-Stores Dashboard User Manual
Table of Contents
Accessing the Dashboard..............................................................................3
Orders
......................................................................................................4-14
View new and existing orders
........................................................................4-9
Manage e-Store orders
..............................................................................10-11
Customers
..............................................................................................12-16
Manage e-Store customer accounts, including import/export
Products
...................................................................................................17-48
Add/edit e-Store products - Add or modify products on your e-Store
Source products
.......................................................................................17-19
My e-Store categories – Add/Edit/View.
.........................................................20-24
Add e-Store products
................................................................................25-28
Product options
........................................................................................29-41
Attachments
.............................................................................................42-48
Settings
....................................................................................................49-97
Edit the e-Store look and feel
Change the colors, text and site page text of the client side of the e-Store
Logo Image Editor................
.......................................................................49-
50
My Cart Line Editor................
......................................................................51-
53
Menu Builder/Editor................
.....................................................................53-
55
Slider Images.........................
.....................................................................56-
59
Left Menu...............................
..........................................................................60
Footer Menu...............................
.................................................................61-64
PromoBullit Stores Admin Manual 1
Settings Menu...............................
...............................................................65-87
LAF Tweaker.........................................................................................................
66
Page Title..............................................................................................................
67
Meta Keywords / Meta Description.......................................................................
68
Content............................................................................................................6
9-74
Images..................................................................................................................
75
Analytics Code......................................................................................................
76
Attachment Error Text...........................................................................................
77
Menu Items.....................................................................................................
78-79
Social Icons.....................................................................................................
80-82
Index Slider Editor...........................................................................................
83-84
Additional CSS......................................................................................................
85
Admin Additional Settings............................................................................... 8
6-87 e-Store Settings
.................................................................................................
88-97
Edit e-Store general information and display settings
Accounts
User accounts......................................................................................................
98-99
Manage e-Store user accounts and access levels
Reports
Reports......................................................................................................................
100
View e-Store reports
Web Site User Instructions....................................................................................1
01-107
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Accessing the Dashboard
The URL to access the Dashboard of your eStore is: https://manage.promobullitstores.com/admin/ - copy / paste into your browser.
The My e-Stores Log In page is loaded.
➢ Enter your Email address and Password. (Your log in information is sent to you upon delivery of your eStore).
Note: Clicking in the box beside Email address: displays previously entered email addresses.
➢ Click Log In.
View of the PromoBullit Stores Log In window
View of the Dashboard
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Orders
View new and existing orders
Manage e-Store orders
The orders list is displayed below the “search input bar”.
To Search:
➢ ID: Enter the Order ID number.
➢ Enter the Name, the Company or the Email address.
➢ Date: Enter Date(s) – Click the icon to access the calendar. The current date is selected. Use the arrows to select the month and click on the date.
➢ You can make one entry for a particular month or select two dates scanning several months (example October 1 to December 30)
➢ Search: Click Search to execute the Search.
➢ Clear: Click Clear Search to remove the current search entries and start a new search.
Search Input Bar - Enter one of the options in the appropriate box and click Search.
➢ The search results appear below the “search input bar”.
➢ Click View to view the order details (see example screen shots below).
➢ You can sort the list of orders by ID, Date, Name, Company, Salesrep or Status by clicking on the heading in the black bar ( underlined in white ). Click once to sort alphabetically (A-Z) / numerically(Lowest to Highest), click again to sort alphabetically
(Z-A) / numerically (Highest to Lowest).
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Figure 1.0 - View order
Figure 1.1 - View order
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Figure 1.2 - View order
Figure 1.3 - View order
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Figure 1.4 - View order
Printing Options
➢ Print Packing Slip or Print Invoice by clicking the appropriate button.
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Example Print Packing Slip
Example Print Invoice
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➢ Click Print to load the Print setup window. Select your printer, do the Page Setup etc. then click Print.
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Edit orders
➢ Click Edit to load the editing window.
Editing Window
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Editing Options:
You can edit the following information:
➢ Salesperson – Click the drop-down menu and select a salesperson from the list.
➢ Shipping Total – Click Edit to edit the shipping amount.
➢ Taxes Total – Click Edit to edit the Taxes amount. The taxes are automatically calculated by the system based on the Billing Address.
➢ Status – Click the drop-down menu and select the order status from the list.
➢ Internal notes can be entered in the box as indicated in the above image.
➢ To view the order details, drag the slider bar down. Details include Contact, Billing,
Shipping and Product information.
➢ Once your changes have been made, Click Save & Close to Save the entry. You also have the option to Print the Packing Slip, Print the Invoice or Delete the entry.
➢ To close the window, click Close or click on the x (upper right of window).
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Customers
Manage e-Store customer accounts
To Search: Enter one or more of the search fields listed/explained below.
➢ Enter the Name, the Company or the Email address.
➢ Created From: Enter Date(s) – Click the icon to access the calendar. The current date is selected. Use the arrows to select the month and click on the date.
➢ You can make one entry for a particular month or select two dates scanning several months (example October 1 to December 30)
➢ Current Group: Click the drop-down menu and select a group from the list.
➢ Search: Click Search to execute the Search.
➢ Clear: Click Clear Search to remove the current search entries and start a new search.
Search Input Bar
➢ The search results list appears below the “search input bar”.
➢ You can sort the list of customers by Name, Company, Email, Date or Customer Group by clicking on the heading in the black bar ( underlined in white ).
➢ Click once to sort alphabetically (A-Z) / numerically(Lowest to Highest), click again to sort alphabetically (Z-A) / numerically (Highest to Lowest).
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Add / Edit Customer
➢ Click
Add Customer or Edit Customer to load the editing window.
Figure 2.0 – Add Customer General Info
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Figure 2.1 – Add Customer Billing Info
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Figure 2.2 – Add Customer Shipping and Misc Info
➢ Fill in / Edit the information: General, Billing, Shipping and Misc Information.
➢ Click Save & Close to save the entry.
➢ Click Delete to delete the entry.
➢ Click Close or on the x (top right) to close the window.
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Customer Access to Reports
➢ Click Reports to load the editing window.
➢ Click the check box beside the report(s) you would like to give the customer access to.
➢ Click Save & Close to save the entry.
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Products
Add/Edit e-Store Products
Add or modify products on your e-Store
Source Products
There are several methods for product sourcing which are shown on the top search input bar
(see Figure 3.0 below): Keywords, SKU, Price: from – to and Weight: from – to. Enter one of the above options in the appropriate box and click Search.
Figure 3.0 - Search Input Bar
➢ Keywords: Enter a word that describes what you are searching for. It can be a product type (example: bag), product category name, brand name. The results will display all products related to/containing the word typed in.
➢ All words, Any word, Exact phrase: The default is All words. To narrow the search, click on Any word or Exact phrase.
➢ SKU: Enter the product SKU (code).
➢ Price: from – to: Enter pricing to search for products in a specific price range.
➢ CAD & USD, CAD, USD: Click the button beside the appropriate currency preference.
➢ Weight: from (lb) – to :lb) : Enter product weight to search for products in a specific weight range.
➢ Search: Click Search to execute the Search.
➢ Clear: Click Clear to remove current search entries and start a new search.
➢ The search results appear below the “input” bar.
➢ The number of products displays for example as: Records: 20. << < 1 > >> indicates the number of pages. 100 products display per page. If there are more than 100 products, the number of pages will be indicated as: << < 1 2 3 > >>. Click on the page number to view the next page.
➢ At least one of the above fields should be entered (Keywords, SKU, Price or Weight)
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otherwise the entire list of products will be displayed.
➢ Select All – All products in the category can be selected.
◦
Click in the box next to Select All to activate
◦
All the products will be highlighted in blue. The “With Selected” bar will then be highlighted. Click on the arrow to access the drop-down list of options.
◦
You can Add to a different category, Remove from the current category,
Remove from ALL categories or Remove from the e-store. Any action selected with this option affects ALL the products in the category.
➢ To select individual products, click the check box beside “Select”. The product(s) will be highlighted in blue.
➢ Sort by: Please Select – Click on the arrow to the access the sort options list. The products can be sorted by:
◦
Name A-Z
◦
Name Z-A
◦
Price: Low-High CAD
◦
Price: High-Low CAD
◦
Price: Low-High USD
◦
Price: High-Low USD
Left Side List
Bookmarked Products
Displays bookmarked products.
To Bookmark a product:
➢ Enter your search preference in the search input bar or click on a category in the “My e-Store Categories list”.
➢ Click the box beside Select in the product display box. The selected product will be highlighted in blue.
➢ On the top drop-down bar “With Selected” will be highlighted, click on the bar or arrow to activate the drop-down list and click on “Bookmark”.
➢ Enter the bookmark title and click OK.
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➢ Under “Bookmarked Products” the title (name) of the Bookmark will be displayed.
➢ If you did not enter a title, the date and time will appear.
➢ To Delete a bookmark, click the icon next to it (orange minus sign).
Figure 4.0 – Bookmarked Products
Figure 4.1 – Bookmarked Products
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My e-Store Categories
Displays your current categories with the total number of products in the category.
Create Category
Figure 5.0 – Create Category
Figure 5.1 – Create New e-Store Category editing window
➢ Enter the Title, English and Title, French.
➢ If your e-Store is not bilingual, copy/paste the English Title into the French Title.
➢ Once created, it displays a Created date. If modified it will also display a Modified date.
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➢ The Status is also displayed, the active status is highlighted with a green button beside it - Enabled, Visible by default.
➢ The status options are: Disabled (not active), Enabled, Visible (active & visible),
Enabled, Hidden (active & hidden).
➢ Click on Save to save the entry.
➢ Click on Cancel to cancel the entry.
➢ The items with an * are required.
Once the category has been created, it appears in the left menu list just above “Products not in Categories”.
Sorting Categories
Sort Categories by clicking and dragging the category name to the desired position.
Sub-Categories
Drag and drop any category onto another category to transform it into a sub-category. You can make as many levels as you like. To move a sub-category back to the top level, click and drag the category name until you see a thin gray line appear between the category names.
Release the mouse button and the category will drop in that position.
Products not in Categories:
This feature displays products which were created and not placed in a category or removed from a category.
You have the option to move the product(s) from the category to another category, delete it from the category or delete completely from the e-store.
➢ Select the product then “With Selected” drop-down menu, choose one of the following:
Add to category (name), remove from ALL categories, Remove from the e-store.
Note: For templates with a bottom sliding carousel
== How do I add Category images to the Home page bottom sliding carousel? ==
If you have added a new category in the Dashboard, you will also have to upload an image for the corresponding category in your Images directory (see "Settings" box). The
Category images must be in PNG format and be named the same as the Category. Any
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space in a category name must be replaced with an ''underscore'' "_" . Example: Writing
Instruments category - Image name: Writing_Instruments.png. Upload the image to your
Images directory in the "Settings" menu box, refresh your screen and the image(s) will display.
Edit a Category
➢ The pencil icon beside the number of products is the edit tool which allows you to modify the following:
Title, English, French: You can edit the name of the category. The program keeps track of the dates when created or modified.
Figure 6.0 – My e-Store Categories
Figure 6.1 – My e-Store Category Properties editing window
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➢ Status: Displays the status of the category – Disabled, Enabled, Visible or Enabled,
Hidden.
➢ Click the button beside the appropriate status to modify.
➢ Click Save or Cancel.
➢ You can also Remove all products by clicking on the Remove all products button or
Delete the entire category by clicking on the Delete Category button.
➢ Click the underlined category under the My e-Store Categories heading to view all the products within the category.
➢ The image, product name, category, SKU, Min. quantity and price are displayed for all the products.
You can edit the product information to customize the product.
Figure 6.2 – My e-Store Categories editing window
➢
Select All – All products in the category can be selected.
➢ Click in the box next to Select All to activate. (Click the highlighted box again to select none).
All the products will be highlighted in blue.
The “With Selected” bar will then be highlighted. Click the “With Selected” tab to access the drop-down list of options.
Options: Bookmark, Add to a different category (select from the list), Remove
from the current category, Remove from ALL categories or Remove from the
e-store. Any action selected with this option affects ALL the products in the category.
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➢ Sort by: Please Select – Click the arrow the access the sort options list. The products can be sorted by:
Name A-Z
Name Z-A
Price: Low-High CAD
Price: High-Low CAD
Price: Low-High USD
Price: High-Low USD
➢ To select individual products, click the box beside “Select”. The product(s) will be highlighted in blue.
➢ The same procedure above applies for adding/removing single products from categories “With Selected”.
You can edit the product information to customize the product.
View a Category
➢ Click on the underlined category under the My e-Store Categories heading to view all the products within the category.
The image, product name, category, SKU, Min. quantity and price are displayed for all the products in the current category.
➢ Click on the product image or product name to view the detailed product information.
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Create New Product
Figure 7.0 – Create New Product editing window
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This feature allows you to create a new product.
➢ SKU
*
: Enter the product SKU (code).
➢ Weight: Enter the product weight.
➢ Active: Click in the box to activate the product (if left unchecked, the product will not appear on the “live“ e-store).
➢ Product Name, English
*
: Enter the product name.
➢ Product Name, French
*
: Enter the product name – If your e-Store is not bilingual, copy/paste the English Product Name into the French Product Name.
➢ Description, English: Enter the product description. There is a document editor available to format the text (font effects, alignment, Text color, etc.).
➢ Description, French: Enter the product description. – If your e-Store is not bilingual, copy/paste the English Product Description into the French Product Description.
➢ Click Save to save the entry.
➢ The new product created is then added to “Products not in Categories”.
Once the entry is Saved, additional entries for the product can be made (below the “Product
Descriptions” box).
Images
Click on Add Image to load the Images editing window
Figure 8.0 - Images editing window
➢ Select an image on your computer:
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(Supported formats are JPG, GIF, PNG. Max. file size is 2M)
:
➢ Click on the Browse button and select a file to upload and click on Open. The file name will appear in the grey box beside Image File:.
➢ Title, English: Enter the image English title.
➢ Title, French: Enter the image French title. – If your e-Store is not bilingual, copy/paste the English Image Title into the French Image Title.
➢ Click Save to save the entry.
➢ After the Save has been completed, the image that was uploaded will be displayed.
➢ The window can be closed by clicking on the x at the top right of the window.
Manage Prices
Click on Manage Prices to load the Pricing editing window
Figure 9.0
Manage Prices editing window
➢ Min. Quantity*: Enter the minimum quantity for the price break (minimum number of products that can be ordered - example 100).
➢ Max. Quantity*: Enter the maximum quantity for the price break, one less than the next price break. (example 249 if the next price break is 250).
➢ For the last price break, the Min. quantity & max. quantity should be the same (example
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1000, 1000).
➢ If there are no set price breaks the value 1 should be entered in both the Min. Quantity and Max. Quantity boxes.
➢ Header, English*, Header, French*: Enter in the format: example 100 - 249.
➢ Regular Price*: Enter the price. (example 24.99).
➢ Sale Price: Enter the sale price if applicable. (example 21.99).
➢ Message English*, Message, French*: Enter a price message (ex. Please call for pricing). Usually used if there is no product pricing available. ??? OR MUST HAVE
PRICING AS IT'S A REQUIRED FIELD OR PUT 0???
➢ Click on Add to save the entry. Another price break column will display, click Save if there are no more price breaks to enter.
➢ Repeat the steps above for the appropriate number of price breaks.
➢ The Last price break Header should be in the format example: 1000+.
➢ Click Save to save the entry.
➢ The items with an * are required.
➢ If any of the required fields are empty, they will be highlighted in red and must be completed in order to Save the entry.
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PRODUCT OPTIONS
INDEX
e-Store view of single options
e-Store view of multip l e options
ABOUT
There are two ways to define how the system will display the eStore product options; Single
Product Ordering and Multiple Product Ordering.
Single Product Ordering: This enables the user to select one option for a product. The product options will be displayed as a drop-down selection. Example, a customer enters a quantity of 100 and selects blue from a colour drop-down selection and small from a size drop-down selection.
Multiple Product Ordering: This enables the user to enter how many of each option they would like to order. Example, a customer could order 50 blue small and 50 blue large.
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SELECTING THE OPTIONS SETTING
Follow these steps to select the Attachments Mode:
➢ From the eStore dashboard, click on Edit the e-Store look and feel.
➢ Click Additional Settings, located on the Settings menu.
➢ Scroll to Multiple Product Ordering.
➢ Select 'No' for single option ordering and select either Multiple (Horizontal) or Multiple
(Vertical) for multiple product ordering.
➢ Click Save and wait for the “Settings were saved successfully” pop-up and click Ok.
Figure 10.0 – Additional Settings – Product Details – Multiple Products Ordering
Click here for single option ordering instructions.
Click here for multiple ordering instructions.
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30
SINGLE OPTION ORDERING
1 – Find or create the product.
➢ From your e-Store dashboard, click on 'Add/edit e-Store products'.
➢ Click 'Create New Product' if the product has not been created yet. Enter the product information and click save. Add the product image and price.
➢ If the product has previously been created, search the product and click on the 'Edit' link located to the right of the product image.
2 – Enter the list of options.
➢ In the Options section click 'Add Option'.
➢ For type, select 'Mandatory Option List' (the user is required to select an option to continue to the cart), or 'Option List' (the user is not required to select an option to continue to the cart).
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➢ Title the list. For example, enter the title as Colour if you are entering a list of colours.
Note: If you do not have a bilingual website, you can copy the English text into the
French text box.
➢ Click 'Save', then click the 'Add Element' link, located to the left of the Delete button.
Figure 11 - Options editing window
3 – Add the option elements.
➢ Once you've clicked 'Add Element', enter the option information (title in French and
English is required, description, sku prefix and suffix is optional) and click save. Scroll down to add an image and additional pricing, if needed.
➢ Continue adding elements by clicking on 'Add Another Element'. Enter as many options as needed.
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Figure 11.1 - Options Element editing window
4 – If needed, add another mandatory list.
➢ Go to the options section of the product information.
➢ Click 'Add Option' and repeat step 3.
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Example view of Single options added
e-Store view of single options
MULTIPLE OPTION ORDERING
1 – Find or create the product.
➢ From your e-Store dashboard, click on 'Add/edit e-Store products'.
➢ Click 'Create New Product' if the product has not been created yet. Enter the product information and click save. Add the product image and price.
➢ If the product has previously been created, search the product and click on the 'Edit' link located to the right of the product image.
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2 – Enter a mandatory list and a single option. For this polo shirt example, we will add sizes as the mandatory list and the colours as a single option.
Mandatory list:
➢ In the Options section click 'Add Option'.
➢ For type, select 'Mandatory Option List'.
➢ Title the list. Example, enter Size for a list of sizes
Note: If you do not have a bilingual website, you can copy the English text into the
French text box.
➢ Click 'Save', then click the 'Add Element' link, located to the left of the Delete button.
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Figure 11.2 - Options editing window
➢ Once you've clicked 'Add Element', enter the option information.
Note: Title in French and English is required. Description, sku prefix and suffix is optional.
➢ Click save.
➢ Scroll down to add an image and additional pricing, if needed.
➢ Continue adding elements by clicking on 'Add Another Element'. Enter as many elements as needed.
Figure 11.3
Options
Element editing window
Single
PromoBullit Stores Admin Manual 36
Option list
➢ In the Options section click 'Add Option'.
➢ For type, select 'Single Option'.
➢ The title of the single option must have the same name as the element of the single option
➢ In this example we are using colours; red, blue and brown.
Figure 11.4 Options editing window
➢ Once you've clicked 'Add Element', enter the same title as entered when selecting the list type. In this example, the list type is titled Red, therefore the element title is also
Red.
Note: Title in French and English is required. Description, sku prefix and suffix is optional.
➢ Click save. Scroll down to add an image and additional pricing, if needed.
➢ Click the Product link to go back to the product options.
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Figure 11.5 Options Element editing window
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If the product requires additional colours, for example, click 'Add Option' and repeat the steps for adding single options. Our example product is also available in blue and brown, so we will add 2 more single options.
Example view of Dashboard Multiple options added
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e-Store view of multiple options
39
Figure 11.6
E-STORE VIEW OF SINGLE OPTION
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40
E-STORE VIEW OF MULTIPLE (HORIZONTAL) OPTION
Figure 11.7
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41
ATTACHMENTS
Attachments allows the end-user to add their logo or text to a product as a virtual sample.
You must use Inkscape to create a .svg attachment. If you do not have Inkscape, you can download it for free at http://www.inkscape.org/en/download/ .
Once the .svg file has been created, it can be uploaded and attached to a product. If a virtual sample for each colour is needed, upload a .svg file for each colour.
There are two attachment settings available. The Default Attachments Mode is used to add text to print products, for example calendars and business cards. The Advanced Attachment
Mode will allow the customer to add logos and custom text to any product.
Follow these steps to select the Attachments Mode:
➢ From the eStore dashboard, click on Edit the e-Store look and feel
➢ Click Admin Additional Settings, located on the Settings menu
➢ Scroll to Attachments Mode, select the desired mode, Default or Advanced
➢ Click Save and wait for the “Settings were saved successfully pop-up”, click Ok
Figure 12.0
Additional Settings
Product Details
Settings - Attachments
Mode
CREATE YOUR INKSCAPE FILE
1 – Import the product image.
➢ Open a new Inkscape file.
➢ Click file – import
➢ Select your image
➢ Inkscape pop-up; select embed
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2 – Resize page.
➢ Click File, select Document Properties
➢ Click Resize page to content
➢ Click Resize page to drawing or selection
➢ Close the Document Properties pop-up
Figure 13.0
– Inkscape Document Properties Figure 13.1 – Inkscape Document Properties
➢ 3 – Set-up the product image.
➢ Right click image
➢ Click Object properties
➢ Re-name the title static-object
➢ Click Set
➢ Close Object properties pop-up
➢ Click File & save to your computer
Figure 13.2 – Inkscape Object Properties
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Adding a bounding box
4 – Adding a bounding box to the product will define where the logo or text can be placed.
The customer will not be able to place their text or logo outside the bounding box. It is not necessary to add a bounding box, it is an option. Steps 1, 2 and 3 must be completed before adding a bounding box. After, you must create a box with no fill, just a border and give a title to that box.
➢ Click on the box icon and create a box
➢ Right Click on the box, select Fill and Stroke
➢ For the Fill, click the X to remove the color inside the box
➢ Click the Stroke paint Tab to adjust the color of the bounding box
➢ Click the Stroke style tab to modify the width of the Stroke paint
Figure 13.3 – Inkscape Create Rectangle (Box)
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Figure 13.4 – Inkscape Create Rectangle (Box)
5 – Set the bounding box.
➢ Right click the bounding box, select Object Properties
➢ Name the title bounding-box
➢ Click Set
➢ Close Object properties pop-up
➢ Click File & Save to your computer
Figure 13.5 –
Inkscape
Object
Properties
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ADD THE .SVG FILE TO YOUR PRODUCT
1 – Go to your eStore dashboard to attach the .svg file to the product.
➢ Click on Add/Edit e-Store Products
➢ Find the product and click on edit or create a new product
➢ Click on Attachments
➢ Click on New Customizable Svg
Figure 13.6 – Add/Edit e-Store Products - Attachments
2 – Uploading your .svg
➢ Check off the box to the right of Is Required
➢ Click Choose file to upload the .svg file
➢ Click Save
Figure 13.7 – Add/Edit e-Store Products - Attachments
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The attachment will be displayed on your website as shown in the example below. The customer will be able to upload their logo, add text to the product and save it for future reference.
Figure 13.8
–
SVG File with no Bounding box
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Figure 13.9
–
SVG File With a Bounding Box
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Settings
Edit the e-Store look and feel
Change the colors, text and site page text of the client side of the e-Store
Settings Menu
Template #3
Wrench Tool
The wrench tool “editor” is located on different areas of content pages. Move your mouse around the page to locate the wrench tool.
Click on it to activate the editor. The areas are listed/explained below.
Logo Image Editor
Figure 14.0 - Logo
Click the "wrench" icon to load the image editor
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Logo Image Editor Expanded
Figure 14.1 – Logo Image Editor Expanded
Click on an image to select and click Save.
To add a new image:
➢ Click on Upload Image to add a logo image to your image file.
➢ Click on Browse to choose a file from your computer and click Upload. Click the “x” once you've completed uploading the logo image.
➢ The image will appear in the list.
➢ Click on the logo image to Select.
➢ Click Save.
Logo Image Format
The best format for a logo image is PNG because it supports transparency, meaning the background of the eStore will show through the parts of the logo that need to be transparent.
If you use a JPEG image and the background will be filled and show a "box" as the background.
For more information on the PNG format, see the Wikipedia articile on PNG (Portable
Network Graphics)'' [http://en.wikipedia.org/wiki/Portable_Network_Graphics]
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My Cart Line Editor
Figure 15.0 - Login - Register - my cart
The My Cart Line Editor has the following options:
➢ Color: This setting defines the font color for the selected item. Click the square and select the desired color from the color chart (the color within the small circle is the chosen color) then click OK, then click Save button.
➢ Color (Mouse Over): This setting defines the font color (Mouse Over or Hover) for the selected item.
➢ Click the square and select the desired color from the color chart then click OK, then click Save button.
➢ Text Shadow: This setting defines the text shadow for the selected item.
➢ Click the square and select the desired color from the color chart then click OK, then click Save button.
➢ h-shadow - The position of the horizontal shadow (in pixels - px). Negative values are allowed.
➢ v-shadow - The position of the vertical shadow (in pixels - px). Negative values are allowed.
➢ blur - The blur distance(Set to 0 if you do not want to use Text Shadow).
➢ Font Size: This settings defines the font size of the selected item. Click the arrow or in the box and select the size from the drop-down list.
➢ Text Transformation: The Text Transformation controls the capitalization of text. Click the arrow or in the box and select the desired transformation from the drop-down list.
➢ None
➢ Capitalize - Title case - Capitalizes the first letter of every word.
➢ Uppercase - All words Capitalized
➢ Lowercase - All words lower case
➢ Initial - leaves the text as initially set
➢ Font Weight: Defines the text weight - Normal or Bold
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Figure 15.1 - Login - Register - my cart Editor
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Figure 15.2 - Color chart expanded
Menu Bar
Figure 16.0 – Menu Bar
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Menu Editor
Figure 16.1 – Menu Editor
➢ Click Add Link to load the Menu Builder editor.
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Menu Builder Editor Expanded
Figure 16.2 – Menu Editor Expanded
➢ Enter the Menu Item Title in the Link Title column - Example: About Us.
➢ Enter the appropriate link to the page in the Link column.
➢ The link must have the complete url - example http://www.examplestore.com/en/cad/content/contact.html
➢ Additional CSS can also be entered.
➢ Click Add Link or the "Green Plus" icon to add another Menu Item Title.
➢ Click Save Settings to save the entry(ies).
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Image Slider
Figure 17.0 - Large Slider Image Editor
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Figure 17.1 - Large Slider Image Editor
➢ Click on the
Icon or Add Image to load the image editor.
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Figure 17.2 - Large Slider Image Editor Expanded
➢ Click on the arrow or in the grey box to access the drop-down list of images.
➢ The image is displayed below the name in the white box.
➢ To upload a new image, Click Upload Image , select the image and click Upload then select the image from the drop-down list.
➢ Enter the image link in the yellow area beside "Enter Link". The link can be for a product category, a general search, or a page.
➢ Example: <a href="{baseUrl}search"> entered in "Link" links to the product search.
➢ Additional HTML can also be added in the white box area (as indicated with "Enter
Additional HTML").
➢ Click "Add Image" to add another image and link.
➢ Click "Save Settings" to save the entry.
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Figure 18.0 - Home Page Custom Text Editor
➢ Click on the "gear" icon to load the Text Editor.
Figure 18.1 - Home Page Text Editor
➢ The Text Editor allows you to enter text, format text, add images, add links etc. that you would link to appear on the center part (below the large image slider(s)) of the Home
Page of your website.
➢ Helpful editor icon/functions to know: Add a Table, Add an Image, Add a Link, Font
Formatting - see Pages 70-71 for details.
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Left Menu Custom Text
Figure 19.0 – Left Menu Custom Text
Left Menu Custom Text Title
Figure 19.1 – Left Menu Custom Text Title Editor
➢
Enter the Title text in the white box and click Save.
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Footer Menu
Figure 20.0 – Footer Menu
➢ Click on the "gear" icon to load the footer menu Content Pages manager.
Footer Menu Expanded
Figure 20.1 – Footer Menu Expanded
This menu is essentially the same as accessing the Contents from the Settings Menu.
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Footer Links/Title Editor
Figure 21.0 – Footer Links/Title Editor
Footer Links/Title Editor Expanded
Figure 21.1 – Footer Links/Title Editor Expanded
➢ Enter the Block Title text in the white box.
➢ Click on Add Link to load the Footer Builder editor.
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Footer Builder Editor Expanded
Figure 21.2 – Footer Builder Editor Expanded
➢ Enter the Footer Menu Item Title in the Link Title column - Example: Print.
➢ Enter the appropriate link to the page in the Link column.
➢ The link must have the complete url - example http://www.examplestore.com/en/cad/content/print.html
➢ Click Add Link or the "Green Plus" icon to add another Menu Item Title.
➢ Click Save Settings to save the entry(ies).
Footer Widget Text Editor
Figure 22.0 – Footer Widget Text Editor Expanded
➢ Click on the "gear" icon to load the footer menu Text Editor.
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Footer Widget Text Editor Expanded
Figure 22.1 – Footer Widget Text Editor Expanded
➢ The Text Editor allows you to enter text, format text, add images, add links etc. that you would like to appear on the footer (below the column menu items) on the Home Page of your website.
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Edit the e-Store look and Feel: SETTINGS MENU
INDEX
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LAF TWEAKER
Use the Laf Tweaker to change the Look And Feel of your site. Click in the color box and a color palette will display. Use the colour picker to select a colour. Alternately, you can enter a color code (hexadecimal (hex) notation). For example the color code for white is #ffffff.
Once you have made your colour selections, click Save. There is also drop-down menu to choose Default or pre-established colours/patterns for Body Background.
Figure 23.0 – LAF Tweaker
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PAGE TITLE
➢
➢
➢
➢
➢
The title of a page is the single most important factor in getting that page to rank well for your targeted keywords. In fact, the title tag has the most SEO power of any tag on the page for establishing keyword relevance. The content of the title tag is also used for the blue-link text shown in the search engine results pages. Avoid putting in a generic, site-wide title tag
(example your company name) that contains little or no keywords found in the content of each page.
All titles should be typed in Title Case (or Proper Case).
Titles should be written to clearly indicate what is available on the page.
Every page must have a unique title. Do not put the same title on every page of your website.
The title must be able to stand on its own and clearly communicate the contents of the page to the reader.
Home page titles should clearly indicate what is available on the page, AND for the purpose of web credibility they should clearly indicate what organization is represented on the page.
Figure 23.0 – Additional Settings - Page Title - Titles for Pages
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META KEYWORDS
A meta keywords tag is supposed to be a brief and concise list of the most important themes of your page. It's very important that you add the keywords you want your site to be found under in your KEYWORD tag. If a search engine spider finds the same words on your website and in your meta tags, these words will be ranked higher in the search index.
Meta keywords tags should adhere to the following guidelines:
1. Keep your list of keywords or keyword phrases down to 10-15 unique words or phrases;
2. Separate the words or phrases using a comma (you do not need to leave a space between words separated by commas);
3. Do not repeat words or phrases;
4. Put your most important word or phrases at the beginning of your list.
META DESCRIPTION
The meta description tag is intended to be a brief and concise summary of your page's content. Think of the
Yahoo! directory. You see your site title followed by a brief description of your site or business. The meta description tag is designed to provide a brief description of your site which can be used by search engines or directories. You should limit the meta description to 170 to 200 characters at most.
Figure 24.0 – Additional Settings – Meta Data
Meta Keywords - Meta Description
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CONTENT
The Content feature will allow you to add and edit content pages on your website (e.g About
Us, Contact Us, etc.). You can use the HTML editor or paste your own HTML to add content to your web pages. If your web page is under construction, you can leave the Active box unselected and that will allow you to work on the web page without it being displayed on your website.
The Content option in the settings menu opens the Manage content page categories window.
Here you can create a new page or edit an existing one.
SELECTING A CONTENT PAGE MENU SET
There are 5 different Menu Sets.
Where your web page link will be displayed on your website depends on which menu set you've created your new page and which template you've chosen for your eStore.
➢ Template 3 → Menu set 1 located in top menu; Menu set 2 located in left menu; Menu set 3 located in the footer; Menu set 4 located in the footer; Menu set 5 is to create a web page with no link displayed on the website (hidden page).
➢ Template 5 → Menu set 1 located in top menu and footer; Menu set 2 located in left menu and footer; Menu set 3 located in the footer; Menu set 4 located in the footer;
Menu set 5 located in the footer.
➢ Template 6 → Menu set 1 located in top menu and footer; Menu set 2 located in left menu and footer; Menu set 3 located in the footer; Menu set 4 located in the footer;
Menu set 5 located in the footer.
➢ Template 7 → All menu sets are in the footer. Use menu items to add the web page links to the top menu.
➢ Template 8 → Menu set 1 located in the footer; Menu set 2 located in right menu and footer; Menu set 3 located in the footer; Menu set 4 located in the footer; Menu set 5 located in the footer. Use menu items to create web page links in the top menu.
➢ Template 9 → Menu set 1 located in top menu and the footer; Menu set 2 located in left menu; Menu set 3 located in the footer; Menu set 4 located in the footer; Menu set 5 is to create a web page with no link displayed on the website (hidden page).
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Figure 25.0 – Content – Manage content page categories
ADDING A NEW WEB PAGE
Follow these steps to add a new web page to your website:
➢ From the eStore dashboard, click on Edit the e-Store look and feel.
➢ Click Content, located on the Settings menu.
➢ Click Create New Page Here in the desired Menu Set. See the 'Selecting a content page menu set” section for Menu set details.
➢ You will see a pop-up as displayed below.
➢ Enter a page title (ex., Contact Us) and hit the TAB key on your keyboard or click in the white space. When you do this, the Url Name will automatically be created.
( * indicates a required field ).
➢ Add the content page information.
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Figure 25.1 – Content – Manage content page categories – Edit page
Helpful icons to know:
The Insert Table Icon is used to create a table where you can specify rows & columns for a page that has many images/text – example: a grid displaying 2 rows, 4 columns of logos.
The Insert Image Icon is used to insert an image. There are additional image formatting options available when you click this icon.
“General” tab
➢ Image URL: Image location. To obtain the URL, click on the “Manage Images” tab, find the image in the list, click on the image, right click and choose “Copy Image
Location”.
➢ Return to your page by clicking “Back to previous editor” , click th Image icon and paste the URL in the box beside “ Image URL” example:
/assets/Stores/14e3737b7c655b31ce735965efa9e6bb/Imgs/logo.png (remove the
first part - https://manage.promobullitstores.com).
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Note - {baseUrl}Imgs/logo.png can also be used.
{baseUrl}=/assets/Stores/14e3737b7c655b31ce735965efa9e6bb
➢ The Image Description is the image file name.
➢ The Title is the title you would like to appear when you hover over the image.
Appearance tab:
➢ Here you can specify the Alignment, Dimensions, Vertical Space, Horizontal Space,
Border or Style.
➢ Once you have completed completed entering the specifics for the image,
➢ Click “Insert”
➢ Once your page has been completed, click Save.
The Insert Link Icon is used to insert a link on images or text. To insert a link, click on the image or highlight the text then click on the link icon.
General Properties
➢ Link URL: enter the URL – usually to another page's url, a website, etc.
➢ Target: Select the “Open” method from the drop-down list.
➢ Click “Insert”
➢ Once your page has been completed, click Save.
Text formatting drop-down list options.
Select the desired text formatting from the drop-down lists.
Specify text formatting – Bold, Italic, Underline, Strike-through and
Alignment – Left, Center, Right or Align Full.
**Note – Hovering (placing your mouse over) the icon will display it's function.
“Publish” at the bottom is checked by default – the page is active and will display on your site. If a page is incomplete and you do not want it to display, uncheck Publish.
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ADDING AN IMAGE TO YOUR WEB PAGE
Follow these instructions to add an image to your web page:
➢ From the eStore dashboard, click on Edit the e-Store look and feel.
➢ Click Content, located on the Settings menu.
➢ Click the Edit link located to the right of the page title.
➢ The Edit page window will pop up.
➢ Click the Manage Images link located at the top of the pop up.
➢ Click Chose file, find your image in your computer and click upload.
➢ Find the image you've just uploaded and click on the image, the image will enlarge.
➢ Right click on the enlarged image and select 'Copy image URL' or 'Copy image link' depending on the internet browser you are using.
➢ X out of the enlarged image.
➢ Click Back to previous editor to return to your web page.
➢ Click on the add/edit image icon located in the HTML editor (looks like an image of a tree).
➢ Paste your image link in the input box for Image URL and click Insert.
Figure 25.2 – Content – Manage content page categories – Edit page – Manage Images
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Figure 25.3 – Content – Manage content page categories – Edit page – Manage Images
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IMAGES
The Images option in the settings menu opens the Images list window.
Listed are the images for your eStore front end (client facing). Here you can upload or delete images. Product images are not uploaded here, they are added directly to products in the eStore dashboard under "Manage eStore products".
Images can be up to 10 MB is size.
Image formats supported are
•
JPEG (.jpg)
•
PNG (.png) Note: PNG supports transparency, or no background.
•
GIF (.gif) Note: GIF format supports animation.
➢ To upload an image, click “Browse”, select your file and click “Upload”.
➢ To delete an image, click the box beside the image name and click “Delete selected”.
➢ To zoom in on an image, click on the image. Right-clicking on the image will give you more options/details on the image.
**View Image Info – gives the dimensions of the image. This is helpful if you would like to replace an image on your site (banner images, slider carousel images, category images, etc.).
They need to be sized correctly in order to display properly on your site.
Figure 26.0 – Images – Manage Images
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ANALYTICS CODE
Web analytics is the measurement, collection, analysis and reporting of web data for purposes of understanding and optimizing web usage. Web analytics is not just a tool for measuring web traffic but can be used as a tool for business and market research, and to assess and improve the effectiveness of a web site.
There are many companies that offer Web analytics services; Google, Yahoo, Mint, Crazyegg,
CloudFlare, etc. These services require that you paste an analytics code into your website
This will enable them to retrieve data needed for reporting. Copy/ paste the code provided into this section of your settings menu. Once saved the analytics script will be embedded into your website.
Figure 27.0 – Analytics Code – Edit text
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ATTACHMENT ERROR TEXT
This will open an editor window where to you can enter a message that the user will see when they are using a browser that is not compatible with the attachments feature. The attachments feature is used for uploading logos and / or adding text to a products as a virtual sample. This feature is not compatible with IE 7, IE8 and IE9. It is only compatible with IE10, Chrome and
FireFox.
Figure 28.0 – Attachment Error Text – Edit rich text
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MENU ITEMS
Menu Items allows you to add links to the top menu of your website. It can be used to create quick links to different pages of your website or to create external links. For templates 7 and
9, you can use Menu items to add a drop-down navigation menu using the arrows in the level column to create sub levels.
Figure 29.0 – e-Store view of
Menu Items
➢ To add a link, click Menu Items then click the Add Link tab at the bottom of the window.
➢ Give the link a title by clicking in the Enter Link box in the Link Title column, add the link address in the Link column and click Save Settings.
Figure 29.1 – Menu Items – Drop-down menu titles / links
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Figure 29.2 – Menu Items – Menu titles / links (Without a Drop-down menu)
Figure 29.3 – Menu items icons
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SOCIAL ICONS
Use the Social Icons setting to add Facebook, Twitter, Pinterest, Tumbler and Instagram links to your e-Store. Social Icons is only on the template 7 settings menu. To add social icons and links to templates 3. 5. 6. 8. 9, click on the gears or wrench on the tab far right of your Home page sliders or left of the main page (see Example Template 3 & 9 below) and use the HTML editor or text box.
Adding social links to template 7:
➢ Click on Social Icons located on the settings menu.
➢ Click on Add link.
➢ For the first link we must type in the name of the social media link in the box indicated
Additional CSS Class. This will display the icon image. For example, type Facebook to display the Facebook icon.
➢ Click on Add Link to create a drop-down menu.
➢ Enter a link title, example Company.
➢ In the level column, click the left arrow to create a sub-level of the social link.
➢ Paste the social page link in the Link column.
➢ Create as many levels as needed.
➢ To add a Twitter social icon, click Add Link and type twitter in the Additional CSS Class box.
➢ To add a Pinterest social icon, click Add Link and type pinterest in the Additional CSS
Class box.
➢ To add a Instagram social icon, click Add Link and type instagram in the Additional
CSS Class box.
➢ To add a Tumblr social icon, click Add Link and type tumblr in the Additional CSS
Class box.
➢ Click Save Settings . Wait for the message 'Settings were saved successfully.”. Click
OK, then click ”x” to close the Social Icons window.
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Figure 30.0 – Social Icons - Menu items / Links
Example Custom Text for Social Icons - Template 3 & 9.
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Custom Text located far right of the
Slider image on the Home page.
Figure 30.1 – Custom Text
Social Icons Editor
Follow the steps below to add Social icons / link(s).
1. Click Custom Text to load the Social Icons Editor
2. Click Add Link
3. Click Upload Image
4. Select the image from the drop-down list
5. Enter the link
6. Click Save Settings
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INDEX SLIDER EDITOR
The Index Slider Editor is used to add/edit the main sliding banner images on your Home page.
The Index Slider Editor is located in the settings menu for templates 5, 6, 7 and 8. To open the Index Slider Editor for templates 3 and 9, put your cursor over the top right-hand corner of the slider and click on the wrench.
To add/edit slider images:
➢ Click on Upload Image to add a slider image to your image file.
➢ Click on Browse to choose a file from your computer and click Upload. Click the “x” once you've completed uploading the slider image.
➢ Click Add Image.
➢ Select the slider image from the drop-down list of images.
➢ Optional: Add a Link or extra HTML to your slider.
➢ Click Save Settings. Wait for the message 'Settings were saved successfully.”. Click
Ok, then click ”x” to close the Index Slider Editor window.
➢ To link the slider image to a page on your website, go to the page which you would like to link the image. Copy the URL of that web page. Click on Index slider Editor and paste the link in the Enter Link box to the right of the slider image. Click Save Settings.
Wait for the message 'Settings were saved successfully.”. Click Ok, then click ”x” to close the Index Slider Editor window.
Slider image sizes:
Template 3 →1050px W X 350px H
Template 5 → 950px W X 330px H
Template 6 → 750px W X 330px H, category carousel slider: 155px W X 155px H
Template 7 → 985px W X 384px H, category banner image 980px W X 400px H
Template 8 → 968px W X 528px H
Template 9 → 1920px W X 500px H
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Figure 31.0 – Index Slider Editor - Menu Items Title / Links
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ADDITIONAL CSS
CSS stands for Cascading Style Sheets. CSS defines how to display the HTML elements.
The Additional CSS setting is used to change the styling of your site, changing colouring, text fonts, etc.
➢ To access the ”Settings Menu”, click on “Look and Feel” from the eStore Dashboard.
You will see the end-user view of the eStore in Admin mode (fly out menu will display in the left).
➢ Click on “Additional CSS” to load the “Additional CSS editor”. The entries made here are CSS code.
➢ For more information on CSS, a helpful sight is W3Schools Online Web Tutorials
[ http://www.w3schools.com/ ]
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ADMIN ADDITIONAL SETTINGS
The Admin Additional Settings option is used to establish the Settings for your site. They include options you would like to display, how they should be displayed.
➢ Most of these options are turned on or off by selecting Yes or No from a drop-down list.
➢ To access the Admin Additional Settings, click the “Edit eStore Look and Feel” from the eStore Dashboard. You will see the end-user view of the eStore in Admin mode (fly out menu will display in the left).
➢ Click “Admin Additional Settings” to load the “Admin Additional Settings” options window.
Below are screen shots of the various settings options available.
Figure 32.0 – Admin Additional Settings
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Figure 32.1 – Admin Additional Settings
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e-Store settings
Edit e-Store general information and display settings
Click
e-Store settings
to load the e-Store Contact Info editing window.
e-Store Contact Info
The address information on your eStore is used on Invoices and Packing Slips when you print or view them.
➢ Enter the Contact Info: e-Store Name, Street Address, City, Postal/Zip Code, Country, province/State, Telephone, Your email.
e-Store Order Notification
Order notifications are sent by email.
➢ Enter the email address that should receive notifications in the box labelled Order
notification email:. You also have the option to enter an Order notification email CC and/or Order notification email BCC by entering the email address in the box labelled accordingly.
➢ Click Save to save the entry.
Figure 33.0 – e-Store Settings - e-Store Contact Info
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Display
Template selection is located in the Display tab in the eStore settings. Click eStore Settings from the Dashboard and then click the Display tab.
➢ Page Template: * The list of templates are listed in the first box. Click the template name to see a preview at the right of the name. You can click on the preview to see a larger version. Once you have made your selection, click Save.
➢ Languages: Stores can be Bi-lingual, or uni-lingual. You only have to supply page content, all the navigation elements are pre-translated. Click the check box beside the language option of your choice.
➢ Currencies: Click the check box beside the currency option of your choice.
➢ Allow Registered Customers Only: This settings controls whether the store will be open to the public or not. When this box is checked, anyone visiting the store will be shown the login page and will have to either register or login before they will be able to see any products.
➢ Click Save to save the entry.
Figure 33.1 – e-Store Settings – Display
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Payment
You can activate as many Payment Methods as you need. Buyers will be presented with the selection you enable upon checkout.
➢ Cost Centre, Bill me and Purchase on Account: These options are for situations where a direct payment via Credit Card of PayPal is not required. The buyer will be prompted to enter a cost center or PO, if required to complete his/her purchase.
Cost centre and P.O. Numbers are captured during checkout and display on orders in the Orders section of the Store Dashboard.
➢ PayPal Express Checkout: PayPal Express Checkout allows you to connect your store to your PayPal merchant account and receive payments via PayPal or Credit
Card. Click Edit settings and enter the information.
➢ Allow a Quote Request: Enabling "Allow Request a Quote" adds a button to the checkout process so buyers can request a quotation.
➢ Select the Payment Methods by clicking the check boxes beside the desired Payment
Methods.
➢ Click Save to save the entry.
Figure 33.2 – e-Store Settings - Payment
Shipping Methods
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Shipping can use either Rates from Canada Post (using your Canada post account) or by defining formulas.
➢ Canada Post: Click on Edit settings and enter the information. Enter your Canada
Post Venture One account user name, password and account ID.
➢ If you do not have a Canada Post account, see
[http://www.canadapost.ca/cpo/mc/business/support/customernumber.jsf] for more details.
➢ Custom destinations and formulas: Click on Edit settings and enter the information.
➢ Included: The shipping cost is included across your entire product line.
➢ Destinations: The box at the bottom allows you to select the regions you want to allow shipping to. When a buyer visits a store and enters the checkout process, they will only see the regions that have been checked off in list to the left.
➢ Select the Shipment Methods by clicking the check box beside the desired Shipment
Method: Canada Post, Custom destinations and formulas or Included.
Figure 33.3 – e-Store Settings – Shipping Options - Shipping Methods / Destinations
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Canada Post [Edit settings]
➢ Click
[Edit settings]
Canada Post Shipping Calculations
Enter your Canada Post Venture One account user name, password and account ID.
If you do not have a Canada Post account, see http://www.canadapost.ca/cpo/mc/business/support/customernumber.jsf
for more details.
Note: When using Canada Post rates, the shipping cost is calculated based on the total of the weights of the items in the cart. No functionality to determine the shipping carton size is available.
➢ Extra Charges Per Destination
Extra charges can be used to add a handling or packing fee to orders. Extra charges must be entered as formulas which use the same formula definitions as Custom
Shipping Formulas. Please refer to the Customer Shipping page in the shipping tab for more details.
➢ Fall-back Shipping Method
The select box allows the store admin to select a shipping method to use in the event that shipping rates cannot be retrieved from Canada Post Web Services due to the service being unavailable, account problems, or any other issue where no rate can be retrieved.
➢ Fail Message
If you do not specify a fall-back shipping method, you can enter a message that buyers will see as they checkout if there is an error. Buyers will not be able to complete their purchase in this case.
➢ Clear Method's Settings
This allows you to "reset" the settings by erasing all setting for Canada Post. This can be useful during the setup phase, or if you are testing with a developer account.
➢ Click Save to save the entry.
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Figure 33.4 – e-Store Settings – Shipping Method Options – Canada Post
Custom destination and formulas [Edit settings]
➢ Click [Edit settings] and enter Destinations, Options, Formulas in the box.
How to Use Custom Shipping Formulas
Custom shipping formulas give the store admin the freedom to define formulas that the eStore will use to determine shipping costs. There are many factors involved in determining shipping cost, including weight, the size of shipping cartons, packing fees, etc. Using a formula lets you tweak the calculations to meet individual program requirements.
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Available Variables
items_total - the total for all the products in cart. No tax, no discount applied.
quantity - total quantity of all products
Notes: The formula can contain only the above mentioned variables and the following arithmetic operators: "*", "/", "+", "-" and parentheses "(" and ")" . The formula supports the ternary operator and the logical "||" as OR and "&&" as AND. The ternary expression (expr1) ?
(expr2) : (expr3) evaluates to expr2 if expr1 evaluates to TRUE, and expr3 if expr1 evaluates to FALSE.
Advanced Example:
formula="5 + (items_total <= 50 ? 25 : (items_total > 50 || quantity >= 100 ? 35 : 45))"
The above formulas defines:
1. Charge $5 as a base charge
2. Then of the total of items is less than or equal $50, charge $25 shipping. If the total of items is higher than fifty, or total number of items ordered is 100 or higher, then charge $35 shipping.
Examples:
1. Shipping cost for entire region
$10 shipping for any destination in Canada.
[CA] formula=10
2. Shipping for a specific region (Alberta Canada)
$10 base rate plus 5% of the total items for any destination in Alberta Canada.
[CA/AB] formula=10+( items_total*0.05)
3. Complex Formula for tiered shipping rates
NOTE! No line breaks allowed in formulas.
formula = "(items_total <= 500 ? 25 : (items_total > 500 && items_total <= 750 ? 32.5 :
(items_total > 750 && items_total <= 1000 ? 38.5 : (items_total > 1000 && items_total <=
1250 ? 42.5 : (items_total > 1250 && items_total <= 1500 ? 52.5 : (items_total > 1500 && items_total <= 1750 ? 59.5 : (items_total > 1750 && items_total <= 2000 ? 65 : 69.5 )))))))"
The above formula is equivalent to:
Up to $500 = $25.00
$500 - $750 = $32.50
$750 - $1000 = $38.50
$1000 -$1250 = $42.50
$1250 -$1500 = $52.50
$1500-$17500 = $59.50
$1750 -$2000 = $65.00
$2000 + = $69.50
➢ Click Save to save the entry.
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Figure 33.5 – e-Store Settings – Shipping Method Options – Custom destination and formulas
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e-Store URL
(The address buyers' will enter into their web browser)
e-Store Web Address
You can enter a website address for a domain that you own, or you can use the system to register a new domain name (new domains require 1 business day to process).
The address you want to use (example: mystore.mydomain.com) must be pointed to the IP address 68.71.60.87. The system verifies this when you attempt to save the webstore address and will not proceed unless the IP is set correctly.
Please select from the following options:
The current public address is: ex. Aabbcc.com
➢ I already have a domain name for my e-Store
eStore Web Address
Before you enter your web address, you must ensure that the URL you want to use has a corresponding DNS A Record pointing to IP Address 68.71.60.102. If you are using an external service for DNS, please contact that provider if you need assistance.
DNS is checked upon saving, so if you have not setup the IP address above, you must complete this before you will be able to save your changes.
➢
Click I already have a domain name for my e-Store
➢ Enter the e-Store Web Address in the box.
➢ Click Save to save the entry.
Figure 33.6 – e-Store Settings – e-Store URL / Address
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➢ I want to register a domain name
Register a Domain
If you would like to register a new domain, you can do this through the PromoBullit system.
New domains cost $29.95 per year and require 1 business day to process. You will receive a confirmation via email once the domain has been registered.
If you want to check to see if a domain name is available, enter it into the box to the left and click save. If the domain name is not available, you will receive an error message.
➢
Click I want to register a domain name
➢ Enter the e-Store Web Address in the box.
➢ Click Save to save the entry.
Figure 33.7 – e-Store Settings – e-Store URL / Address
Activation / Deactivation
➢ Enter Start Date: Click on the calendar icon and select the month and day.
➢ Enter End Date: Click on the calendar icon and select the month and day.
➢ Click on box beside Activate to activate.
➢ Click on Save to save the entry.
Figure 33.8 – e-Store Settings – e-Store URL / Activation/Deactivation
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Accounts
User accounts
Manage e-Store user accounts and access levels
Click User accounts.
The users are listed.
Figure 34.0 – Accounts – User Accounts List
Click Details to view the user details.
Figure 34.1 – Accounts – User Accounts Details
Create a New User:
Click Create a New User to load the New User editing window.
➢ Enter all the necessary information: First and Last Name, Email, Password (min. 6 characters), Password Confirmation, Status, Telephone, Fax.
➢ All fields with * are required.
➢ User Groups (current e-Store): Assign user access by clicking in the box beside the appropriate group name: Store Admin, Order Manager, Sales Representative.
➢ Click Save to save the entry.
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Figure 34.2 – Accounts – Create a New User
To edit a user account, click on "Details" beside the Name, make the changes and click
Save.
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Reports
View e-Store reports
➢ To access the Reports, Click “Reports” from the Dashboard.
➢ The list of Reports available is displayed on the left of the screen as shown in the image below. The Summary type lists have the option to select a "Date from" and
"Date to".
➢ Select the report by clicking the report name.
Figure 35.0 – Reports
PromoBullit Stores Admin Manual
Figure 35.1
Reports - Download
➢ Click Download.
➢ Click Open with and select Excel
(Linux-LibreOffice) and click OK.
OR
➢ Click the Save File check box and click OK. The Excel (.xlsx) file will be saved to your PC in the selected directory.
100
User Instructions
Register
If you require Users to register, the form below has to be completed.
➢ Click Register on the top right of the header to load the Register / My
Account window.
Figure 36.0
Register - My Account
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➢ Complete the form – Contact Information, Billing Information and Shipping
Information.
➢
*
Indicates required fields.
➢ If the Billing information is identical, to the Contact Information, click the box beside
“Copy from Contact Information” and the information will auto-fill.
➢ If the Shipping information is identical, to the Billing Information, click the box beside
“Copy from Billing Information” and the information will auto-fill.
➢ Click Save to save the entry.
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User Instructions
Log In
Registered users must login to access your eStore.
➢ Click Login on the top right menu in the header of the Home page.
Figure 36.0 – Log In
➢ To Log In, the user must enter their email address, Password and then click “LOG
IN”.
➢ Click “Forgot password?Click here.” to reset your password. Enter the email address provided at registration (a new password will be emailed)
Figure 36.1 – Log In – Reset Password
➢ Click Register if you have not yet registered and complete the “My Account” form (see
Figure 36.0 on pages 100-101).
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User Instructions
Add to Cart
Figure 37.0
Add to Cart
➢ To request a quote for a product, click ADD TO CART.
➢ The product details display. Choose the option(s) if applicable and enter the quantity.
➢ Click ADD TO CART.
Figure 37.1 Add to Cart – Details
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➢
Your cart items display. You have the choice to Continue Shopping or Checkout.
➢ Click the appropriate button.
➢ To view your cart items, click “My cart 1 items” (top right corner of header on Home page).
Figure 37.1 Add to Cart – Cart Details
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User Instructions
Check Out
Your quote request displays.
Figure 38.0
Add to Cart – Check Out
PromoBullit Stores Admin Manual
➢ Review your quote request, enter any comments in the box and click
CHECK OUT.
106
Example view of Check out completed.
The submitted quote request is sent to the email address specified in Order notification
email.
To access, click Settings - eStore Settings – eStore Contact Info tab.
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