Guide to That’s An Order LE Setup, Admin Options and
Shopping
I. Introduction
Welcome to That’s An Order LE. This guide
will walk you through the setup, administrative and shopping features of That’s
An Order LE.
Using That's An Order LE you will be able
to add 25 products, state tax rates, shipping methods and rates, and product
options including sizes, colors, a description and image using the following
step by step setup process.
Once the setup is complete you will be
able to edit any of the features you setup using the Admin Options area at:
Setup Store
Finally, when you have configured That's
An Order LE for your preferences, you can view your online store at:
http://yourdomain.com/cgi-bin/thatsanorder_LE
II. That’s An Order LE Setup
To begin setup of That's An Order LE,
point your browser to:
http://yourdomain.com/cgi-bin/thatsanorder_LE.setup
Step 1. Set Tax Rate
The first step is setting a tax rate. You
need to select the state that you will be charging tax in, and then enter the
rate in decimal format (i.e., a 6% tax rate should be entered as .06).
If you are not going to charge sales tax
for any state, check the box for "No Tax For Any State".
Note: You must click this box to proceed
without entering a tax rate. If you try to proceed with out checking the box
you will encounter a Warning Error telling you to enter a tax rate for selected
state. At this point, use your browser’s "back" button to return to
the Step 1. screen and check the "No Tax For Any State" box.
If you need to charge sales tax in more
than one state, click the "Add Additional Tax Rate" button and follow
the same directions for adding the first state and tax rate. For more states
and tax rates, continue clicking the "Add Additional Tax Rate" button
after entering each state and tax rate. There is no limit to the number of
rates you can add.
Note: If you add the same state twice with
different tax rates you will encounter a Warning Error. You will be able to add
or delete tax rates in the administration area after you have completed That’s
An Order LE setup.
When you have added all the state tax
rates that you need, click the "Go To Step 2" button.
Step 2. Set Shipping Rates
The second step is setting the way in
which any shipping costs will be charged, and entering the specific shipping
rates for each method of shipping.
First choose from the list of four
shipping charge options by clicking on the appropriate option button. Click the
"Enter Rates" button.
Figure shipping costs per item ordered
If you are going to figure shipping costs
per item ordered, you will be prompted to enter the type(s) of shipping you
will have available (e.g., ground, air, express) and the shipping charge per
each item ordered that is correlated with it.
In the column titled "Type of
Shipping" enter one shipping method in each box numbered 1-5 as you want
it to appear to your customer. In the column titled "Shipping Charge Per
Each Item Ordered" enter the shipping charge per each item ordered. That's
An Order LE will automatically display it in dollars and cents format.
If you have more than 5 types of shipping,
click the "Add Additional Shipping Rates" button, and add the types
of shipping and shipping charge per each item ordered in the same way as 1-5.
There is no limit to the number of rates you can add.
When you have entered the type(s) of
shipping you want, click the "Go To Step 3" button.
Figure shipping costs based on total
amount of order
If you are going to charge for shipping
based on the total amount of the order, you will be prompted to enter the
type(s) of shipping you will have available (e.g. ground, air, express) and the
shipping charge for amounts between two total amounts.
In the column "Type of Shipping"
enter one shipping method in each box numbered 1-5 as you want it to appear to
your customer.
In the column titled "Total Charge is
Between These Amounts", enter a low and high total charge value to define
a range for the corresponding shipping charge. For example, if you are charging
a $2 shipping rate for totals between $1 and $10, enter 1 in the first box and
10 in the next box, followed by $2 in the shipping rate box. Be careful not to
overlap values. In this example, use $10.01 for your next low value, $20 for
your next high value, $20.01 for your next low value, and $30 for your next
high value, and so on.
In the column titled "Shipping
Charge" enter the shipping charge for each total charge. That's An Order
LE will automatically display it in dollars and cents format.
If you have more than 5 types of shipping,
click the "Add Additional Shipping Rates" button, and add the
additional information in the same way as 1-5.
When you have entered the type(s) of
shipping you want, click the "Go To Step 3" button.
Note: If you encounter a Warning Error
after entering the shipping rates, carefully read the warning message and use
your browser’s back button to return to the Step 2 page to correct your error.
Figure shipping costs based on a
percentage of the total amount of order.
If you are going to charge for shipping
based on a percentage of the total order, you will be prompted to enter the
type(s) of shipping you will have available, and the corresponding percentage
of the total amount of the order that will equal the s hipping cost.
In the column "Type of Shipping"
enter one shipping method in each box numbered 1-5 as you want it to appear to
your customer.
In the column titled "Percentage of
Total Amount of Order" enter the percentage of the total amount of the
purchased order that will equal the shipping charge for the order. Enter the
percent in decimal form (e.g., enter 6% as .06).
Do not charge for shipping
If you are not going to charge for
shipping, click the "Do not charge for shipping" option button,
followed by the "Enter Rates" button, to continue to Step 3.
Step 3. Upload Header File
The third step is uploading a header file
from your files, or a disk. The header file will be used to create a header at
the top of each page in your store, check out area and order form. This file
may contain an image. I f so, the image must be in the format:
<img src= "/image_dir/image_name.gif">
You can add the width and height parameters, but it is required that you use a
relative path and quotes or images will not display correctly on the secure
server.
To select your header file, click the
"Browse…" button to search for the file on your computer or a disk.
When you find the header file click the "Open" button or double click
on the header file to enter it in the box.
When you have entered the header file,
click the "Go To Step 4" button to continue.
Step 4. Upload Footer File
The fourth step is uploading a footer file
from your files, or a disk. The footer file will be used to create a footer at
the bottom of each page in your store, check out area and order form. This file
may contain an image. If so, the image must be in the format:
<img src= "/image_dir/image_name.gif">
You can add the width and height parameters, but it is required that you use a
relative path and quotes or images will not display correctly on the secure
server.
You may want to use a file that contains
your company's name, address, email, URL, phone number, and other general
information.
To select your footer file, click the
"Browse…" button to search for the footer file on your computer or a
disk. When you find the footer file click the "Open" button or double
click on the footer file to enter it in the box.
When you have entered the footer file,
click the "Go To Step 5" button to continue.
Step 5. Product Information
The fifth step is selecting the
information you want displayed with a specific product. In addition to
displaying the product’s name and price, you have the option of displaying
image(s), size(s), color(s), and a description.
If you wish to display any or all of these
parameters click the "Yes" option button next to the parameter you
desire. Click the "No" option button next to a parameter you do not
want displayed.
Note: That’s An Order will support any
image that can be viewed in an HTML document (.jpg, .gif, etc.)
If you wish to display one of the
parameters for some products, but not all, you must click the "Yes"
option button, and later choose to omit or include it when you are entering
your products.
Note: Deciding which parameters to display
will decide the format of the product pages in your store. Choosing all the
parameters will format each page to display all parameters, whether you want to
display it for each individual product or not. For example, if you choose to display
an image, and you don’t have images for all your products, there will be an
empty space instead of an image for those products that you don't have images
for.
When you have chosen the parameters you
wish you include, click the "Continue" button.
Step 5 (continued). Product Sizes
To enter the available size(s) of your
products, enter one size per line in the box. If you have products that are not
offered in the same size(s) enter the available sizes in the box. You will have
a chance later to choose which product is offered in which size(s).
For example, if you sell both cars and
T-shirts, a car may be offered in "2-doors" and "4-doors",
while a T-shirt may be offered in "small", "medium", and
"large". In this case, enter 2-door, 4-door, s mall, medium, and
large on separate lines in the box.
Note: Entering all available sizes in the
setup process creates a checkbox for each size. This will save you from having
to type them in later for each individual product when you are adding products
in the Admin Options area.
If your product does not come in different
sizes, i.e. it only comes in one size, you may want to enter any size
information in the description of the product.
When you have entered all of the available
sizes, click the "Enter Sizes" button to continue.
Note: Don’t worry if you forget a size or
enter a size that is not available. You will be able to edit sizes when you
enter your products.
Step 5 (continued). Product Colors
To enter the available product color(s),
enter one color per line in the box. If you have products that are not offered
in the same color(s), enter the available colors in the box. You will have a
chance later to choose which product is offered in which color(s).
For example, if you sell both cars and
T-shirts, a car may be offered in "silver", and "cherry
red", while a T-shirt may be offered in "red", "blue"
and green". In this case, enter silver, cherry red, red, blue, and green
on separate lines, in the box.
Note: Entering all available colors in the
setup process creates a checkbox for each color. This will save you from having
to type them in later for each individual product when you are adding products
in the Admin Options area.
If your product does not come in different
colors, i.e. it only comes in one color, you may want to enter any color
information in the description of the product.
When you have entered all of the available
colors, click the "Enter Colors" button to continue.
Note: Don’t worry if you forget a color or
include a color that is not available. You will be able to edit colors when you
enter your products.
Step 6. Server Information
In order for your online store to work
correctly in secure mode (SSL), which safeguards your customers' orders, you
must enter your server name.
In the box provided enter the name of the
machine (computer) that you were given when you signed up for your server.
When you have entered the machine name,
click the "Go To Step 7" button to continue.
Step 7. Upload Email Text for Customer
Email
When your customer places an order, they
will receive an email confirming their order. You need to enter a file that
will appear in the email the customer receives after placing an order. This is
a regular text file (not H TML), and should include your contact information,
return policy, etc. All line breaks and other formatting will show as you have
created it. The actual order information will appear below this text.
To select your email text file, click the
"Browse" button to search for the file on your computer or a disk.
When you find the file, click the "Open" button or double click on
the file to enter it in the box.
To continue click the "Go to Step
8" button.
Step 8. Admin Information
In Admin Information you have the
opportunity to enter an email address, username, password, and store name for
your online store. The email address you type is the one that will receive the
order emails from your customers. Your username and password are what you will
use to enter into the admin info editing area to change product information.
The name of the store is what customers will see as the name of the online
store when they receive order confirmation emails.
Enter the appropriate information in the
boxes provided and click the "Complete Set Up" button to complete
That’s An Order LE setup. Remember to record your username and password in a
safe place.
III. That’s An Order LE
Administrative Functions
In order to add products, edit product
information, and perform other administrative functions in your online store,
go to:
http://pennyfulfillment.com/cgi-bin/thatsanorder_LE.setup
Enter your username and password in the
boxes provided. Click the "Login" button.
If you forgot your password, click the
"Forgot Password" button and follow the directions on the screen for
retrieving your username and password. To obtain your username and password off
your server, you must be able to telnet to your serve r.
Add Product
To add a product to your online store, in
Admin Options, scroll to "Add Product" and click the "Go!"
button.
In the Add Product page, you will be able
to fill in boxes for Product Name, Price, Description, Product Image, Available
sizes, Additional Sizes, Available Colors, and Additional Colors. Note: You
will only see image, size, color and description opt ions, if you chose to
display those options in Step 5. of That’s An Order LE setup.
Enter each parameter as you want it to
appear to your customer in the online store.
To select the available sizes and colors
for the given product, check the check box next to the desired color(s) or
size(s). Adding additional colors or sizes will add additional checkboxes to be
available the next time you add a product.
When you are finished adding the product
click the "Add Product" button to return to the Admin Options page.
To add more products, scroll to "Add
Product" and click the "Go!" button.
Edit/Delete Product
Note: To edit or delete a product, you
must first add a product to the database.
If you wish to edit product information or
delete a product information, in Admin Options, scroll to Edit/Delete Product
and click the "Go!" button.
You will see a screen with a list of the
products you have added to your store in the column titled "Product
Name", and a column titled "Delete" containing check boxes. To
delete a product check the box next to it in the "Delete" column and
click the "Delete Products" button. To edit a product, click the name
of the product to get to the edit product page.
In the Edit Product page, make any desired
changes to the product information, then click the "Edit Product"
button to return to the Admin Options page.
Edit/Delete Tax Rates
To edit or delete a tax rate, in Admin
Options, scroll to "Edit/Delete Tax Rates" and click the
"Go!" button.
You will see a list of the current states
and tax rates that you have entered.
To make any desired changes, click on the
boxes and either scroll to desired state, or enter a new tax rate.
To delete a tax rate, delete the rate next
to the state.
To add a tax rate, enter a rate and choose
a state in the blank spaces provided.
When you have made the desired changes,
click the "Edit/Delete Tax Rates" button to return to the Admin
Options page.
Edit/Delete Shipping Rates
To edit or delete the way in which you charge
for shipping, or the shipping rates, in Admin Options, scroll to
"Edit/Delete Shipping Rates" and click the "Go!" button.
You will see the four shipping rate
options listed with option buttons next to them.
To change the way in which you charge for
shipping, click on the option button next to the method you want to use. To
make the change and return to the Admin Options page, click the
"Edit/Delete Shipping Rates".
Note: If you change the type of shipping
it will delete all rates and you'll have to enter new rates or none will appear
in your online store.
To edit shipping rates, click the
underlined text next to the option button that you have selected. Make any
desired changes in the boxes provided. You can add up to 4 shipping rates by
typing values in the boxes. You can delete shipping rates by clearing the
values in the boxes.
Click the "Edit Shipping" button
to return to the Admin Options page.
Edit Admin Information
To change your admin email address,
username, password, or store name, in Admin Options, scroll to "Edit Admin
Information" and click the "Go!" button.
In the displayed boxes you will see the
current admin information. To make any desired changes, click the appropriate
box, delete the current information, and type in any changes.
Note: All fields are required.
Click the "Edit Admin
Information" button to make the changes and return to the Admin Options
page.
Edit Product Information
To change the information categories that
are displayed for each product, in Admin Options, scroll to Edit Product
Information and click the "Go!" button.
To change what information is displayed
about products, select either "Yes" to display or "No" to
hide "Images", "Sizes", "Colors", and
"Descriptions". Click the "Edit Product Information" button
to make the changes and return to the Admin Options page.
If you changed either size or color from a
"No" to a "Yes", you will need to add at least one size or
color as detailed in Step 5 of setup "Product Sizes" and
"Product Colors".
To edit the actual images, sizes, colors
or descriptions, click on the underlined text next to the option buttons and
then edit the information in the boxes provided. Click the button at the bottom
of the screen to make the changes and return to the Admin Options page.
Upload New Header/Footer/Email Files
To change your header, footer or email
files, in Admin Options, scroll to "Upload New Header/Footer/Email
Files" and click the "Go!" button.
Note: The boxes displayed are blank. If
you enter any new information in them, your previously entered information will
be overwritten. Leaving the boxes blank will keep the previously entered
file(s) intact.
To enter a new header, footer or email
file click in the appropriate box. and click the "Browse…" button to
search for your file on your computer or a disk. When you find the file, click
the "Open" button, or double click on it to enter it into the box.
When you have made all desired changes,
click the "Overwrite Files" button to return to the Admin Options
page.
Edit Machine Name
To edit your machine name, in Admin
Options, scroll to "Edit Machine Name" and click the "Go!"
button.
In the box provided you will see the
current machine name displayed. To change it, delete the current name and
retype the new name. Click the "Edit Machine Name" button to make the
change and return to the Admin Options page.
Delete Current Setup File and Start New
Setup
Warning! This will delete all files
associated with That’s An Order LE, including images, files, product
information and all setup options.
If you wish to delete all previously
entered setup information, in Admin Options, scroll to "Delete Current
Setup File and Start New Setup" and click the "Go!" button.
You will see a Delete Warning, and two
buttons. If you wish to continue to delete the current setup, click the
"Continue Delete Setup" button. If you do not wish to continue
deleting setup, click the "Cancel Delete" button.
If you press the "Continue Delete
Setup" button, follow setup Steps 1-8 as outlined above.
IV. Viewing Your Online Store
Once you setup That's An Order LE the way
you want it to appear to your customer, you can test out your online store. Go
to:
http://pennyfulfillment.com/cgi-bin/thatsanorder_LE
You can now shop in your store as if you
are a customer.
Please note the following about the
checkout process:
- The customer has the option of secure (SSL) or regular checkout.
Secure checkout will ensure that orders are not viewed by outside parties.
- That's An Order LE creates a unique order number for each order
made.
- Certain information (quantity, size, color, state, and shipping
method) is required when placing an order.
- Certain fields (first name, last name, address, day phone, credit
card number, and cardholder's name) are required of the customer when
filling out the online order form.
- The order form checks the validity of the credit card number and
the expiration date however; it is still possible that the card is not
good.
- The final total including tax and shipping is displayed to the
customer before the order is finalized.
- When the customer completes their order a message thanking them
for shopping at your store and informing them that they will receive an
order confirmation via email is displayed.
Other things to note about That's An
Order LE:
- That's An Order LE creates an email database which can be used
for sales, mailings, etc. It can be found at:
http://yourdomain.com/thatsanorder/secure/email.db
- That's An Order LE creates a master backup file which will store
all order information, except for credit card numbers, for security
reasons. It can be found at:
http://yourdomain.com/thatsanorder/secure/master.db
Tech Notes:
- The program does not allow " around the product name, they
will be changed to '
- A # sign is not allowed in the product name, and will be removed
by the script if added.
- All products will automatically display in alphabetical order.