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Users Startup Guide to Marketplace StoresTouchnet Login Page username is c20206.___________________ password = _______________________Direct Link to Store(Note: Replace the x next to STOREID with your store ID from the General settings – see below)Marketplace Homepage Homepage (use your STOREID number, found in Store Settings > General)Store Category Homepage (use your STOREID / Category number, found in Store Settings > Categories)Store Item Page (use your Product Id here, found in Store Settings > Products)Note: The easiest way to get find the actual links is to navigate to the items or the store using your browser, then copy the link address out of the browser. From the menu near the top, select Applications, then MarketplaceYou will now be at the Marketplace Home page. Stores are managed by opening the drop down menu on the left side of the screen. Select on Marketplace Mall > Stores > (name of your store) > Store Settings. Store Settings is where all of the management for the store happens. The Marketplace Operations Center Home page shows the Store Id, which is used in the direct link to the store (see Direct Link to Store, above). The direct link for the Blueberry Farm store would be: StartedIn Store Settings, click on GeneralThe store may be taken on or offline by clicking the “Take Store Offline” box. Review the “Store Display Name”. This is the name that will be viewable to the public, and maybe updated. Store Home Page LayoutSplash (preferred because it includes the image for the store)Perform General Ledger Updates:YESCashier ID:TOUCHNETMARKETPLACEDefault Accounting Code:(Select the accounting code with your FAMIS account number)Note: If the correct accounting code does not exist, contact jon.puttonen@tamuc.edu to have one added. Marketplace Store Category AssignmentsIf an appropriate category for your store is not listed in the right-hand box, send an email to jon.puttonen@tamuc.edu requesting the category you would like added. If there are appropriate categories listed in the right-hand box, click on a category in the right-hand box, then click on “Add New Assignment” to add this category to your store. In Store Settings, click on ImagesThe store side banner should be 150x300 pixels, and can be uploaded by clicking “Upload Side Banner”The splash image is the image on the store homepage, and should be 680x280 pixels. Upload the store splash image by clicking “Upload Splash Image”Optionally, the splash image can be an active link. For example, you can link back to your department web page when someone clicks on the splash image. Paste the department web page address into the “Specific url” box. Click SAVEIn Store Settings, click on Payment MethodsAll available payment methods should be checked, and are accepted in the Marketplace.In Store Settings, click on Categories (optional)If you want to categorize items in your store, click on “Add Top-Level Category”. For example, if your store is selling produce, you may want to add a store category named “Vegetables” and one named “Fruit”. In Store Settings, click on Shipping ClassesA shipping class is the methods of delivery for an item in the store. There can be multiple shipping classes for a store. Shipping classes determine which delivery methods are available for particular items in your store. For example, if you have certain items that cannot be shipped, you may want to create a shipping class called “Walk In Only” by clicking on “Add Shipping Class.” After this shipping class is added, scroll down to view the new shipping class, and make sure that “Walk-In” is the only Delivery method selected. Click on the “Save” box. Fulfilling OrdersIn Store Settings, click on UsersIn order to fulfill orders, there must be at least one user specified as a “Fulfiller”. Click on “Edit User” next to the store manager. The current roles will be listed in the left column under the column heading “Current Roles.” If the Store Manager only has roles listed in the right column under “Available Roles”, select all of the check boxes, then click “Save”. This will make the roles available to the store manager, and the “Fulfill Order” link will now be visible under Store Settings. In Store Settings, click on Fulfill OrdersIf the Fulfill Orders link is not visible under Store Settings, see the paragraph above concerning configuring a fulfiller for the store. To fulfill an order, click the check box next to the Order number, and select “Process Fulfillment.”Click the “Accept Payment” button. This will charge the customer. Do you want to continue? Click OKClick the “Print Packing List” button, then click on “Print”Click on “Proceed to Step 3”Enter the tracking number (if available)Click on “Proceed to Step 4”Click on “Send Email”This will send a receipt to the buyers’ email address. Click “Continue”You will now see the order status as “COMPLETED”The complete order history may be viewed by clicking the “View” link in the Action column for the order. Adding Inventory to a StoreIn Store Settings, click on ProductsYou will now be at the “Product Management” page. Product Management Page 1By default, the items listed on this page are the “Not Shown to Buyer” items. The “Not Shown to Buyer” items are not viewable to the public. (Store Categories can be added and removed by clicking the Store Settings > Categories link)To add a product: Click on “Add Product”Product NameShort DescriptionLong DescriptionProduct TypeGeneric (for most merchandise)PriceAllowed Payment MethodsSelect all available methodsDays fulfiller must wait before fulfilling orders paid via ACH:Leave blank Click “Continue”Choose Shipping ClassDefault Shipping ClassChoose Tax ClassDefault Tax RateSpecial Authorization Required to Purchase:NoIf yes, enter prompt displayed to buyer<leave blank>What is the answer to the prompt?<leave blank>Shipping/Handling Message:For example: “Orders will be mailed within 5 business days.” Upload Images for UstoresYou will need an image for your item in .jpg, .gif, or .png format resized to 250 x 250, and 80 x 80. You can use the Paint program that comes with Windows to resize an image. I like to save the images with filenames that reflect their size, for example:Canned_Peaches_250x250.jpgCanned_Peaches_80x80.jpgClick the link to upload the 250 x 250 image, then click the link to upload the 80 x 80 image. Product OptionsDoes this product have options associated with it, such as size or color, that affect inventory or stock #?This is for items that do not affect the cost, such as T-Shirt sizes, mug colors, etc. For example, we may want to sell Cinnamon Peaches for no addition cost. We would select “Yes” (add product options), check the box for “Other”, and enter “Cinnamon” in the name box. Click “Continue”.On the next page, we can add one value for “Regular Peaches”, and one value for “Cinnamon Peaches”. The item will now have two choices, Regular or Cinnamon Peaches. Note: Each item with product options will have its own inventory stock number, and can be tracked separately. Click “Continue”Add A New Product Wizard : Step 5 (Inventory)Limit Quantity:Enter “yes” only if you want to limit the number of items purchased in a single order. Track Inventory:Yes (for merchandise), No (for items that are inexhaustible). Specify the number of items in inventory in the “Initial Quantity” field. Back Orderable:NoAuto Fulfill:YesStock #Click the “Assign Random Stock #” button. Price:Enter the price for this specific product option. (for example Regular Peaches may be $5.00, and Cinnamon Peaches may be $6.00)Click “Continue” and enter the price of each “Article” (product option)Note: Auto Fulfillment versus Manual Fulfillment For both ACH and Credit Card payments, uStore transactions can be manually fulfilled orauto-fulfilled. Deciding on which option each product uses depends largely upon the type of theproduct and the process you want to follow.For example, you may choose that a physical product such as apparel is manually fulfilled.This would allow your store manager to take the order, confirm the availability of the productand then ship it while charging the buyer during the fulfillment. This would result in less situationswhere the buyer is charged and then it is discovered that insufficient quantities exist to shipto the buyer.On the other hand, you may have products such as donations or conference attendance whereno shipping or follow up process is required prior to charging the buyer. In this case, you coulduse the auto-fulfill option. This would authorize and charge the buyer at the time of the orderand no fulfillment steps would need to be taken by the store members.Add A New Product Wizard : Step 6 (Inventory)Leave the “Disable this product for now” radio button blank, and click “Add Product”. Add A New Product Wizard : Step 7 (Categories)Choose a Marketplace Category and an In-Store category. Don’t worry if you didn’t create a category, just leave the defaults, finish creating the item, then create a new Category and modify the categories later. Store owners can create in-store categories, but the mall manager must create the Marketplace categories. Contact jon.puttonen@tamuc.edu if you would like an additional Marketplace category added. Click “Continue”Add A New Product Wizard : FinishedYour inventory item has now been created. Go back to the “Products” link and verify that the item is not in the “Not Shown to Buyer” category. If it is (create a new category if necessary), then return to the “Products” link, click the radio button to the left of your item(s), pick a new category from the dropdown box at the bottom of the page, then click the link for “Move Selected To:”. If you created an item with product options, you will now have items in your store that have a single inventory item, but multiple prices depending on the options selected). How to Receive Emails when an Order is PlacedAt the bottom, left side of the Marketplace Home Once in Marketplace, click the link for Edit My Profile at the bottom/left side of page. Check the box for your store, then click “Update Notification Settings”Also, please verify that your email address is correct. If not, correct it and click the “Update Profile” box. For those who have several people that need emails, have them log into Touchnet Marketplace and follow the steps above. See the image below:Receiving Email Notifications When Orders Are Placed ................
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