Ecommerce 2.0 Shop Setup (the back end)‏ By Tiffany Patterson.

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Presentation transcript:

Ecommerce 2.0 Shop Setup (the back end)‏ By Tiffany Patterson

Ecommerce 2.0 Checklist for setting up Shop Shop Settings Taxes Payment Methods Shipping Methods Transactions Vendors In-Shop Credit Shopping Cart Macros

Ecommerce 2.0 Shop Settings

Ecommerce 2.0 Taxes

Ecommerce 2.0 Payment Methods ITransact Cash Create your own methods Hopefully soon…Google Checkout & PayPal

Ecommerce 2.0 Payment Methods Screen

Ecommerce 2.0 ITransact

Ecommerce 2.0 Apply for ITransact

Ecommerce 2.0 Accessing Your Virtual Terminal

Ecommerce 2.0 The Virtual Terminal c Account Settings

Ecommerce 2.0

More Settings…

Ecommerce 2.0 IP Filter Setup Make sure to tell ITransact to Enable XML API

Ecommerce 2.0 Recurring Options in ITransact Recurring recipes (weekly, monthly, biweekly, fourweekly, quarterly, halfyearly, yearly) are already built in

Ecommerce 2.0 SSL Certificate

Ecommerce 2.0 Install the SSL Certificate CompleteSSL will install your certificate for you If you know how to you can install it as well Plain Black takes care of our SSL installs

Ecommerce 2.0 Add other cards to your system Call the credit card vendor to apply: American Express: (800) Discover: (800) Diners Club: (800) Submit the account numbers to ITransact via their ticket system Go to your Account Settings (inside of the virtual terminal) and activate the new cards by clicking the checkbox next to them

Ecommerce 2.0 Shipping Methods Free Shipping automatically enabled Add Shipping based on Flat Fee – adds one charge per transaction Percentage of Price – takes the price and adds the percentage that you manually input to each item Percentage of Weight – Takes the weight and adds a percentage based on weight Per Item Fee – Adds a flat per item fee to each item in your cart Create a custom shipping plugin

Ecommerce 2.0 Shipping Methods

Ecommerce 2.0 Vendors Setup all of your product vendors prior to building your shop and/or adding that vendors products to your storefront

Ecommerce 2.0 Why Vendors? When a product is added to the site the sku can be linked to a vendor. Future releases there will be reporting features that you can track how many items have been sold by a vendor. This could even help with paying out commissions, etc. Run an SQL report to view how much inventory you have based on a vendor.

Ecommerce 2.0 In-Shop Credit Apply in-shop credit to one of your users. Maybe you want to reward them for Karma, or refund a purchase this way

Ecommerce 2.0 Why In-Shop Credit? Helps with Cash Flow, refund with shop credit instead of money back. Helps increase warm fuzzies as you reward your customers for being a customer.

Ecommerce 2.0 Transactions View your transactions, search for them, view tracking numbers, input tracking numbers

Ecommerce 2.0 Adding Tracking Numbers & Notes to Transactions You can also backorder Items in this screen.

Ecommerce 2.0 Shopping Cart Macros Make it easier on your user to shop and know what they’ve added to their cart Quick access to the shopping Cart New Macros are: ^MiniCart; - ^ViewCart; - ^CartItemCount;

Ecommerce 2.0 MiniCart Macro - ^MiniCart;

Ecommerce 2.0 View Cart Macro - ^ViewCart;

Ecommerce 2.0 Item Count Macro - ^CartItemCount;

Ecommerce 2.0 ???????????? QUESTIONS ????????????