Modular Merchant
Contents
1. financial data J Jay Bouy Fulfillment JB Shippers E954577 i Super Admins can view and change all settings My Admin Accounts create a new Administration Account system data financial data customer data and tosin type company tte i 2 Cutie Pie Administrator MM Development 123ABC Mo Do can create modify amp delete new Admin accounts Erwin J Lipton Administrator MM Development 456DEF M 2 Rutabaga Administrator MM Development 789GHI bA Ti i Admin Accounts 2 admin Super Admin Modular Merchant MMOOoL MoM i 2 brad Super Admin MM Development ellusionis MoM i Admins can view and edit customer and order 2 mtaskey Super Admin MM Development 78451225 ba Oo data Admins cannot change system settings and AD sample Admin Super Admin MM Development 4564654564 MA FF o o o oO s Murray Fulfillment Murray s House of Whatnot MURRAYOOL bA Ap Fulfillment Accounts Account Types Fulfillment can view orders to be shipped mark oe Super Administrator Can edit all settings view all account data and create Admin accounts order items as shipped and modify product magia Can place orders amp edit products shipping data and customer info ministrator Cannot view System Settings or financial data information Fulfillment accounts cannot change Fulfill t Can view products amp edit shipping data e umiment Cannot view System Settings financial data or customer info2. system settings and cannot view credit card numbers or your store s financial data Creating a New Administration Account To create a new Admin account click on the text link Create a new Administration Account located at the top of the My Admin Accounts table This will load the Admin Account creation page On the Create a New Admin Account screen enter a custom Login Password Custom ID Number Contact Information Email address etc in the appropriate fields Also be sure to select the account type Super Admin Admin or Fulfillment You can have any number of Super Admin Admin and Fulfillment accounts but you must always have at least one Super Admin account Modular Merchant Quick Set Up Guide 7 19 2004 Page 3 of 10 Modifying an Administration Account To modify an existing administration account click the blue Edit button for the appropriate account This icon is located on the right side of the table listing your Administration accounts You will be taken to the details page for this account where you can edit the details Deleting an Administration Account When logged in to your account as a Super Admin you will have the option to delete administration accounts To delete an existing administration account click the Trash Can button for the appropriate account This icon is located on the right side of the table listing your Administration accounts A popup window will appear confirming
3. Your online marketing solution YOUR way Modular Merchant Quick Set Up Guide Version 1 51 7 19 2004 A Quick Introduction to the Quick Start Guide The purpose of this Quick Start Guide is to assist new Modular Merchant clients get their store open and ready to sell products This guide covers just the absolute basics to get started This is not an exhaustive user s manual For a complete guide to using the Modular Merchant software refer to the Modular Merchant Administrator s Guide available online at http www modularmerchant com docs Admin_Guide pdf This quick start guide will walk you through the basic steps of setting up a brand new Modular Merchant online store We will cover logging in creating administration accounts adding products and changing our account settings Step One Log to your Account s Administration Area To log in to your Administrator Control panel you will need three things 1 Your Modular Merchant Account Name 2 Administrator Login 3 Administrator Password What is my Modular Merchant Account Name Your Account Name is used to identify your online store It is present in the website address URL of your store For example www modularmerchant com clients myAccountName Your Account name was created when you purchased the Modular Merchant software Your account name is also included in the Welcome email you receive when your account is ready Clients with multiple Modular Merchant st
4. either your business or online terminal Payment gateway Login This is the login for your merchant account payment gateway This information is encrypted when recorded Payment gateway Password This is the password for your merchant account payment gateway This information is encrypted when recorded Require CVV2 credit card authorization A CVV2 number is an added security number printed on the back of credit cards Selecting Yes for this option will add a field and explanation for CVV2 numbers on your store s checkout page Check here if you accept PayPal payments Checking this box will add a Buy now with PayPal button to your store s checkout page You will need a PayPal account in order to accept PayPal payments PayPal account Login This is the login for your PayPal This information is encrypted when recorded Floodcheck The Floodcheck prevents customers from accidentally or maliciously resubmitting their order Customers must wait the number of minutes you specify before another order from their account will be accepted If no value is entered in the Floodcheck field it will default to ten minutes Company Website If you enter the address of your website here a link to it will appear throughout your Modular Merchant store Modular Merchant Quick Set Up Guide 7 19 2004 Page 6 of 10 Default Email Address This email address will be used for all contact us type links throughout your
5. System Settings text link on the General Settings page Select the Open radio button then click the Modify My Settings button Your store is now open and ready for business To visit your store click the My Storefront button in the upper right corner of any page in your Admin Control Panel This will open your store in a new browser window All items you added to your Storefront will appear on this page your store home page There are of course many more options you can customize in your Modular Merchant store There are also add on modules you can add to your store which add new features For more information on additional customization and modules refer to the additional documentation in the Support Center found in your Admin Control Panel or visit the Modular Merchant user s forum at http www modularmerchant com forum Thank you for using Modular Merchant If you have any additional questions please email us at Support modularmerchant com Modular Merchant Quick Set Up Guide 7 19 2004 Page 10 of 10
6. s Guide can be downloaded from http www modularmerchant com docs Admin_Guide pdf Modular Merchant Quick Set Up Guide 7 19 2004 Page 7 of 10 Step Four Configure your Tax and Shipping Settings SU Stubs Serie ubredirateen Haroni tert Eaplorer The next step is to establish any taxes additional charges and shipping NWS ara a Qe O 2 2 poset iy ete tee 2 OS 2 methods will be included in the checkout process of your store Click the a Tax amp Ship Settings button in the navigation menu This page has several options for setting tax shipping and custom charge rates Tax Rate onee 517 HELETE First click the Set Your State and Country tax rates text link on the Create a ina StatelFrovinee State Provines Tax Rata page On this page shown at right you can set State and Country Descrigtion af wha what whera and why ple m Ts hoes Cranio Ganaron Ta l specific taxes For example if I add a 5 12 State Province tax rate for Oregon all customers with an Oregon address will be charged a 5 12 Create a New Country Tax Deocrption of who whai where ard my sales tax on their purchases Customers in other states would not be charged this tax You can also set country specific taxes this same way At the bottom of the State amp Country Tax page there is an option to Create a new CUSTOM Tax or Charge Custom taxes and charges can a 1 allow you to add additional fees to your customer s o
7. your decision to delete the selected account Deleted accounts can not be recovered Example Replacing the Default Super Admin Account In this example I will replace the default Super Admin account my store comes with It is a very good idea to replace the default Super Admin account information because it will make your account more secure Before I can make the change I will need to log in to my account s Administration area The first time I log in to my account I use the default Login admin and the default password password Once logged in I click the yellow Admin Accounts button on the left side of the page which will load a page containing a list of all my Administrator accounts There is currently only one Super Admin account listed admin TIl click the blue E edit icon shown below which will the edit screen for this Administration account hy Accounts O Create a new Administration Account E 2 admin Super Admin I ll replace the default admin login name admin with Whiskers and the default password of password with my own custom password catfood_28 I will keep Super Administrator as the Admin type I ll then click the Modify This Admin Account button to save my changes Clicking the button returns us to the Admin Accounts page where we find the list of Administrator accounts now lists Whiskers as the Super Admin Since I have replaced the
8. Modular Merchant store Notification of new orders Enter an email address you would like to receive notification of new orders If a second address is entered in the CC field a notification will be carbon copied to that address as well Notification of declined orders Enter an email address you would like to receive notification of declined orders If a second address is entered in the CC field a notification will be carbon copied to that address as well Store Contact Address If you would like to use a contact address other than the default email address enter it here You may also enter a webpage address If so all contact links will point to that webpage Your Color Settings The color settings manage the default page table text and link colors in your store These settings can also be edited by customizing the System Skins See the System Skins section of this guide for more information Is your store open or closed Closed stores will display a customizable closed message on the storefront page Closed stores are not browsable by the public After entering the information for your general settings click the Modify my Settings button Your settings will be recorded and you will be returned to the General Settings page A complete listing of descriptions of the options available on the System Settings is available in the System Settings section of the Administrator s Guide The Administrator
9. default Administration account I will no longer be able to log in to my Administration area using the admin password login info In the future whenever I log in to my Modular Merchant Administration area I will now use the Login Whiskers Modular Merchant Quick Set Up Guide 7 19 2004 Page 4 of 10 Step Three Customize Your Account s System Settings Next you ll need to customize your Account s settings Click the General Settings button in the navigation menu on the left side of the page The General Settings page has links to many different tools for adjusting the look and feel of your Modular Merchant store We re going to look at the System Settings area which we ll need to configure before we can start selling items in our store Click the System settings text link on the General Settings page In order for your store to function correctly these settings will need to be completed The System Settings page is where you set the major preferences for your account Following is a list of the major options you have available Account Name This is your Modular Merchant account name The account name is displayed in the web address of your online store You will need your account name when obtaining technical support Are you running in test mode Test mode will enter special test credit card information during the checkout process for Authorize net and PayFlow Pro users In test mode any Payment Gatewa
10. e Products amp Categories button in the navigation menu on the left side of the page All products have three components A category a manufacturer and the product itself Before you can create a product you must create at least one category and manufacturer it is associated with Products A Cabegorhes Categories On the Products amp Categories page click the Categories text link to enter the categories section Click the white Add a new product category text link found in the light blue horizontal bar in the table labeled Categories This will take you to the page for adding a new product category Enter information about this product category then click the Create This Category button For my example I m creating a category named Hats with a Custom ID of 001 Manufacturers Next On the Products amp Categories page click the Manufacturers text link to enter the manufacturers section In that section click the Add a new manufacturer link found in the light blue horizontal bar in the table labeled Manufacturers For my example I am creating a publisher named Headgear Express with a custom ID of PUBOO1 After entering all information about this product publisher then click the Create This Manufacturer button you will then be returned to the Products amp Categories page Products Next On the Products amp Categories page click the Manage Products text li
11. nk to enter the add edit products section In that section cick the Add a Product button found in the light blue horizontal bar in the table labeled Products Enter information about this product For my example I am creating a product listing for my product custom made hats for cats I select the category of Hats from the Category dropdown menu and select Headgear Express in the publisher dropdown menu I ll create a Custom ID code of CH0O01 which is also my product s SKU number My product s name is Cat Bonnet After entering all the product s information click the Create This Product button The product will be added to your store catalog and you will be returned to the Products amp Categories page All products added to your inventory will be included in your Modular Merchant store To add a specific product to the list of Featured Products on your store s homepage or Storefront page click the Select which products are listed on your Storefront page text link on the Products amp Categories page Check which items you would like to appear on your Storefront page and then click the Update Storefront button Checked items will be listed on your store s home page Modular Merchant Quick Set Up Guide 7 19 2004 Page 9 of 10 Step Six Open Your Store and Start Selling If you have not yet opened your store click the General Settings button in the navigation menu Click the
12. ores will have a different account name for each store What is my Administrator Login and Password Your Administrator Login and Password are a unique login and password you create and use to access your store s Administration area Brand new accounts start with a default Administrator Login and Password which you will use to access your account for the very first time J Modular Merchant Microsoft Internet Explorer Of x File Edit view Favorites Tools Help ae Where do I access my Administration Area Q O x A Z O seah Favores P meds Address http www modularmerchant com clients demo_store admin_login php Go Access your Administration area by entering through your Admin Login page Your Admin Login page is located at m http www modularmerchant com clients myAccountName admin where myAccountName is replaced with your Account Name Passwords An example of an Admin Login page is shown at right To log in to your account you will enter your Administrator Login and Password Welcome to your Modular Merchant Administrator Control Panel Use your Modular Merchant Administrator login and password to enter your account For security purposes be sure to delete the default Admin Account Logging in for the fi rst ti me that comes with your store For a complete overview of the Modular Merchant system please read our user s guide To log in for the first time use the defaul
13. payments Checking this box will add credit card fields to your store s checkout page You will need a merchant account in order to accept credit card payments Modular Merchant Quick Set Up Guide 7 19 2004 Page 5 of 10 Credit Card Payment Processing Method With Modular Merchant you can either accept credit card orders and process them later offline using your business terminal or accept and process credit card orders in real time using your Payment Gateway account Modular Merchant supports the following Payment Gateways Authorize net PayFlow Pro and PaySystems merchant accounts Select manual from this menu if you will be processing credit card orders offline or select the Payment Gateway service you will be using for your orders NOTE Payment Gateways may require a merchant account by a third party service When is money collected from credit cards You can choose to either collect money from customers automatically at the time of purchase or to bill orders manually Automatically at checkout If automatically is selected credit card funds will be authorized and queued for collection at the time of purchase Your payment gateway will automatically collect the funds Collection time depends on the settings of your payment gateway PayPal orders are always billed automatically at checkout Manually in control panel With this option credit card funds will be authorized but not collected until you do so through
14. rders For example you could create a Custom Charge titled Shipping Materials at the rate of 50 The customer would then have a fifty cent Shipping Materials charge added to their orders After setting all State Country and Custom charges click the Tax amp Ship Settings button in the left side navigation to return to the Tax amp Ship Settings page If you ship your products by UPS FedEx or USPS you can instruct the Modular Merchant software to automatically retrieve shipping fees based on total order weight from these companies at checkout Click the Set which standard shipping services you support text link on the Taxes amp Charges page to configure which if any UPS FedEx or USPS shipping fees you would like Modular Merchant to retrieve Click the Yes radio button next to all shipping methods you will use Click Modify Shipping Settings when done You will then be taken back to the Tax amp Ship Settings page Additionally you can create your own custom quantity based shipping options Click the Create Edit Quantity Based Shipping Rates text link on the Tax amp Ship Settings page Any quantity based shipping methods you create on this page will also be listed in the menu of shipping options at checkout Modular Merchant Quick Set Up Guide 7 19 2004 Page 8 of 10 Step Five Adding Categories and Products Now that the general settings are entered for your store you can start adding products Click th
15. t Admin Login and Password lf you have any questions about the Modular Merchant online marketing system please email Modular Merchant support Default Admin Login admin Default Admin Password password i internet Modular Merchant Quick Set Up Guide 7 19 2004 Page 2 of 10 Once logged in you will be able to replace the default Administrator Login and Password with a new one you create Change them to something unique that you will be able to remember Instructions on how to change your Admin login information can be found in the Administrator s Guide on page 8 There are several different types of accounts you can create Super Admin Admin and Fulfillment See the Admin Accounts section of the Administrator s Guide for more information on creating accounts and account types Logging in to your account with a Super Admin or Admin account will take you to your default account Home page Fulfillment accounts will be taken to a different fulfillment only Home page Step Two Replace the Default Login with One You Create Administration Account Types There are three Administration Account types available in Modular Merchant Super Admins Admins and Fulfillment Each account type has its own abilities amp restrictions pr Super Admin Accounts cannot view credit card numbers or your store s R Super Admin Super Admin MM Development 48313638 MA lt fulfillment Fulfillment Fulfillment Company Inc D5545 ba
16. y account you have set up in the Credit Card section of the System Settings will still be contacted when a credit card order is placed but transactions will not be charged or credited to any account Test Mode does not affect accounts set to manual processing since those orders need to be manually processed anyway Test Mode does not affect PayPal accounts Any order processed through PayPal while in test mode will still be charged Charge sales tax based on You may select to charge sales tax to your customers You may charge sales tax based on the location of their billing address shipping address or both If you select to charge sales tax for both billing and shipping locations then the customer will be billed the sales tax for both locations even if they are the same For information on setting up Sales Tax see the Tax amp Ship Settings section of this guide Storefront URL Your Modular Merchant store includes a default storefront page The storefront page is the home page of your store where the customer enters your online store If you prefer to use a page on another website as your store s storefront page enter the web address of that webpage here and it will be used instead of the default storefront page built in to your Modular Merchant account If this field is left blank the default store home page included in your Modular Merchant account will be used as your Storefront Check here if you accept Credit Card
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