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Quick Start Guide

Getting Started

In order to get your website setup for Ecommerce and enable your customers to purchase products from your store, there are some important steps you need to take first. Once you’ve completed these steps, you can easily add features that are not required at first. The following features need to be setup, with instructions for each below: 

PAYMENT PROCESSING
ECOMMERCE PRESENTATION
CATEGORIES 
PRODUCTS
SHIPPING 


 
Setup instructions for each below: 

PAYMENT PROCESSING
 
In the left hand navigation menu of your store, click on "Ecommerce Presentation".   You can choose two methods for your store

Inquiry Cart – Select this in the drop-down menu if you would like your store to be in "Inquiry-mode" only. Potential customers can then add products to an "Inquiry Cart" in your store and send you an inquiry for any product(s) they are interested in. All inquiries are captured and posted to the "Inquiry" section in your ecommerce control panel. Inquiry carts are often used by manufacturers or distributors who just want t post their catalog online but do not want to accept orders by credit card.




Shopping Cart – Select this in the drop-down menu if you would like your customers to pay by credit card or other payment methods, such as Wire Transfer, Check, COD..etc. Once this option is selected, you will need to go to the PAYMENT PROCESSING section in the left hand navigation bar

For Detailed Instruction on which payment processing company to choose and how to see get setup with credit card payments, please click here

ECOMMERCE PRESENTATION

In the ECOMMERCE PRESENTATION section you can also setup other features and displays for your store.

For detailed HELP with each feature in the Ecommmerce Presentation section click here

Here are just a few of the features you can setup here:
The number of featured products and best sellers you would like to display on your homepage
Show Retail Price and your discount priced price below that
Gift Registries
Wholesale Mode – Enable Wholesale purchasing on your website
Customer and Merchant Ratings 


ADDING CATEGORIES AND PRODUCTS

Once you have setup your store in Ecommerce presentation and also setup your PAYMENT methods to accept orders on your website, you will need to add CATEGORIES AND PRODUCTS

Before adding Products, you will need to add the Categories that those products will fall under.  Click on the CATEGORIES link from the left hand navigation bar and you can add main and sub-categories.  For detailed instructions on how to add Categories and/or Sub-Categories to your Online Catalog, please click here

Once you’ve added Categories, you can add Products to your store. You can do this by clicking on the PRODUCTS tab in the left hand navigation bar. Here you can add / edit products. You will also add your product images here (up to 10 per product).   For detailed instructions on how to add Produccts to your Online Catalog, please click here

SHIPPING

You will need to setup the shipping options for your customers to choose from. To do this click on the SHIPPING option in the left hand navigation bar.  Here you can setup custom shipping options, ie Fedex Overnight, Fedex 2day, UPS overnight, UPS 2day - you can setup as many of these as you like, then when you are entering a product you can choose to link any of the custom shipping options to any specific product. You can also setup REAL TIME shipping for Fedex or UPS where it will collect the shipping cost based on the zip-code and show that in real-time on your website.   For detailed instructions on how to Manage Shipping for your Store, please click here

See also

Index
Ecommerce Setup
Ecommerce Presentation
Categories
Products
Product Options
Product Groups
Multi Product Update
Orders
Inquiries
Recurring
Customers
Payment Processing
Shipping
Product Search Setting
Coupons
Quantity Discount
Bulk Import
Currency
News and Announcements
Manage Newsletter
Data Feed
QuickBooks Export
Peachtree Export
Email Template
Gift Certificates
Reports
Tax Class
Affiliates