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PDshop .NET Administrator`s Guide (PDAdmin User Manual)

1. Gift Certificates Page under Link To Steps Involved 1 Your customer purchases a GC online or you can create it manually in PDAdmin if the GC is purchased elsewhere 2 In PDAdmin you Email the GC Code using the default auto GC email 3 In PDAdmin you change the Status to Sent which enables the code 4 Your customer redeems it online during checkout by entering the GC code Purchase User Defined Values When this is enabled your customers will be able to specify any amount they wish when purchasing a Gift Certificate Specified Values When this is enabled you can specify the exact denominations available For example if your Gift Certificates are issue with specific values 25 50 100 etc Click Add Values to setup each denomination Gift Certificates purchased online are not immediately available for redemption After a Certificate is purchased in your storefront you must process the Certificate in PDAdmin see Redemption below Redemption To allow redemption of Gift Certificates GC you must first enable this function Before a Gift Certificate can be redeemed online it must be processed meaning the status must be updated in PDAdmin Certificate Code This is a unique code that is automatically generated when a GC is purchased online If you setup a GC in PDAdmin that was purchased offline be sure to always use unique numbers code During checkout to redeem the GC you customer will ente
2. Once you setup an account you can locate your Merchant ID and Merchant Key on the Settings Tab see the Integration page To start using Google Checkout just enter your Merchant ID and Merchant Key into PDAdmin on the Gateways page Next click Enable and Save Finally make sure you have checked Enable Payment Processing via Gateway on the Payments page in PDAdmin How it Works When your customer chooses to use Google Checkout for their purchase they will be redirected away from your website to complete the normal checkout steps Billing Shipping Payment and Receipt PDshop will automatically forward their shopping cart as well as some information about your shipping rates amp tax rules to Google and Google will handle the entire transaction There are some drawbacks to using this service Orders processed thru Google Checkout will NOT be recorded in your PDshop database and will not be viewable in PDAdmin You will need to login to your Google Checkout account to view and manage these orders Since Google does not support PDshop s Digital Items Gift Certificates or Discount Codes Coupons functions there will be instances where the Google Checkout button will be grayed out unavailable In these instances your customer will go through your normal checkout on your website It should also be noted that some of your customers might not be able to establish a Google account For these reasons Google Checkout cannot be your o
3. etc pages will use this link Test URL It is strongly recommended that you Test the URLs before you save them Using the Test button located to the right of the field you can see if you entered the correct URL When pressed a new window will open and you should see the words Test Passed in bold lettering If you get a message such as The resource cannot be found than the URL you entered is incorrect You will need to correct the entry and Test again before saving In some instances you might have an SSL url that does not point to the same directory or location on your web server such as a secure directory In this case it may be necessary to copy the PDshop files all files and folders except the data folder to that location as well In addition you may need to upload duplicate copies of any storefront images you insert into the store setup when customizing see Image Upload below 53 Export Download Because PDshop is database driven order amp customer related data is captured and stored In some instances you may want to Export this data to compile your own reports or import into your own software Data Format During an export process the PDAdmin export functions create a file on your server You can download this file later to your PC for your own use There are two types of common formats Tab Delimited txt and Comma Separated CSV Both formats are widely universal and can be importe
4. 51 SSL Secure Pages arsson a ecu den nous due be 53 Export DOWNIO ada ria cetacean A ee aaah oi at taal A A a 54 Data A A TN Import Data Data Format DAS a a dastaadnencataeaenyacds Database MALE O CONEA A A A AA A A AS AAA A A A A AN ARAS wh da WON AAA A A RAR AA aed 57 Data CachiNgrrrmi sererek ll e a A a ie 58 Enable Server CACHING inicios A A A Taig une ies a a a cd aii 58 Clear A O ap eT RGE E ERE Hae ap eRe ea eA aan E 58 TROUDIESHOOEIN E EEE ds dhehiectansnate deduces aces dadeia ds Uhediashandaanergieadahses da ds tke biadhanigendeducaaesieaas 58 Terms ACA A SA A tos 59 Getting Started After you install amp test PDshop PDAdmin you will want to start customizing the storefront elements Before jumping right in be sure to explore PDAdmin thoroughly and understand how you can setup items categories custom pages etc There is no right or wrong way to setup your storefront but you should put thought into it so you end up with a well organized storefront Below is a checklist of the most common First Steps Setup PDAdmin users very important that you secure access to PDAdmin Enter your Domain Name URL under URL SSL setup Activate PDshop Create Categories Create Items Products assign them to your categories Upload primary images and logos see Images Using the HTML Editor insert your custom graphics and customize the different storefront sections
5. Download Method Here you must specify the technology used during the download process The Stream method is the more secure choice files are streamed to the web browser and the location of the file cannot be determined by the user While this is the preferred method for distributing file downloads it can be problematic with some browsers depending on the users security amp firewall settings The Physical Location method is a traditional way of downloading a URL to the file is used When the user clicks a link or is directed to a specific page the browser downloads the file on its own using the real location of the file Download Availability This setting determines when the user can download When set to Automatic downloads are available immediately after an order is placed This is appropriate when you use Authorize net or other real time processing It may not be the best choice if you want to verify payments before allowing downloads Select the Manual method to hold downloads until you approve them To release the user s download go to the Order in PDAdmin and click the link for Status Notes where you can enable their download 41 Settings Fix Thumbnail Image Sizes To make your storefront appear more consistent you can enable fixed sizes for images This setting will force the web browser to resize the Thumbnail images to your specifications Since most images you upload may have different sizes this will help give
6. It may be necessary to contact you web hosting provider if you do not host your own site You can maintain the images in the images folder here as well PDAdmin will display a certain number of files at a time it will group the images together by their filename To see All images click ALL or to see images that start with a certain letter just click the appropriate letter To delete any files check the Delete box and then click the Delete button SHARED SSL Users If you are uploading images for use in the store front design images other than items or categories and you are using a shared SSL URL that does not point to the same directory as the Non SSL it may be necessary to upload images twice First log in to PDAdmin using the SSL link and upload the images Next log in to PDshop Admin using the Non SSL link and upload the images again By doing this you will be placing a copy of the image in both images directories 42 Default Colors Font You can specify the general font that will be used storewide Text Here you can set the default colors for the basic storefront text Background You can specify the background colors of the different sections of the storefront Borders In conjunction with the backgrounds you may also want to modify the borders for the sections Menu Tabs You change the different colors and styles of the Menu Tabs top menu buttons To use your own images or customize each tab sepa
7. Payments Pro Go to https www paypal com Click the Merchant Services tab Click Website Payments Pro U S Only Click Sign Up Now Fill in your information and submit your application Approval takes between 24 and 48 hours Once approved accept the Pro billing agreement Check the Getting Started section on the upper left of your account overview page Nu AUN Step 3 Setup API Access Log in to your PayPal account and click the Profile subtab Click the API Access link under the Account Information column Click the Request API Credential link Select API Signature PayPal will generate a unique signature as well as a username and password Copy Save the credentials you will need to paste them into PDAdmin see next steps 0NAUNRA Step 4 Enter PayPal Account 8 API credentials into PDAdmin 1 Log in to your PDAdmin 2 Go to the Gateways setup page 3 Under Credit Card Processing section check the first Enable box 4 Scroll down to the PayPal Website Payments Pro section and enable this option 5 Select Direct Payments which includes Express checkout or select Express Checkout only With the Direct Payments method your customers will be prompted for their credit card on your website we do not recommend storing credit card information on your website see the Recommended Security Settings on the Payments setup page in PDAdmin 6 If you chose Direct Payments you should
8. Under the Name header you will see a list of all services in your database To modify the service or delete it simply click on edit Ship To Country If you want to offer a particular service only to a specified country select a country Calculation Methods If you are using any Rate Add Ons you must setup a service for each Add On service If you do not see a Real Time selection than you may not have purchased or enabled the Add ons required See Rate Add On Order Subtotal Method This means the rate will be calculated according to the order subtotal You can specify ranges and for each range you can specify an actual charge or percentage of the total Weight Method This means the rate will be calculated according to the total weight of the order You can specify ranges and for each range you can specify an actual charge or a per Ib kg rate of Items Method You can charge shipping based on the number of items purchased You can specify ranges for each range you can specify an actual charge or a per item charge Per Item Shipping Charge When this method is selected the Shipping Charge entered in each item s setup will be used Be sure you enter a Shipping Charge for each item Determined Later Method When you choose this method your customers will not know how much shipping will cost No rate is displayed Unavailable will be shown in place of a rate Estimated When this box is checked the rate you enter wil
9. a more professional look to your store Randomly Featured Items This setting affects the images that are associated with the RFI Randomly Displayed Featured Items Enter the exact pixels Length X Width If you want to only specify one dimension you can enter a pixel size of zero Category Feature Search Lists This setting affects the images that are shown on the List type pages Enter the exact pixels Length X Width If you want to only specify one dimension you can enter a pixel size of zero Image Upload PDshop has a built in Image upload component so you can upload images without having to use FTP software or web tools All images uploaded using this feature will be placed into the shop s Images directory on your web server Image to Upload To upload images for use in your products items categories or any of the customizable pages simply click on the browse button Locate the image typically a GIF or JPG file on your computer and select it Next click on Upload After the file is uploaded to the web server you should see a preview thumbnail image and a confirmation message with the filename You can click on the image or filename to see the full sized image If you experience difficulty such as receive an error message similar to access denied than you must check your web server s security permissions You must have write permission on the Images directory in order for this function to work properly
10. code or don t want to format at all just plain text Top Logo This is the top most section of the storefront located above the Menu Tabs Top banner This is the section below the Menu Tabs and above the Search banner The background color of this section can be changed under Colors Text If inserting images they should not exceed 700 pixels in width Area 1 This section is located between the search banner and the actual page columns Area 2 This section is located between the page columns and the bottom banner Bottom banner This is the section that appears at the very bottom of the page the background color of this section can be changes under Colors Text User Defined These sections are the Left Right columns of each page in your site The text or graphics you enter here will appear on the pages you have checked under Colors Text Order Thanks credit card If you have enabled credit cards this text or graphics will be displayed upon completion of the checkout process Here you can insert the PDshop Order Number variable ORDERNO or the Customer Number variable CUSTNO When your customer goes to this page the variables will be replaced with either their order number or customer number Beneath this message will appear a View Order button Customers can click it to view their order details If inserting images they should not exceed 400 pixels in width Order Thanks Pay by mail If you
11. comply with today s security standards you should check enable all of the recommended security options on this setup page To protect the credit card holder against credit card fraud you should not store any credit card related data in your database When all of these functions are enabled the credit card number and related security codes will not be stored If you are using Authorize net s AIM processing or PayPal s Pro service the credit card numbers will be processed normally the authorization code and transaction ID will be saved but the credit card numbers will not To view the credit card details you would need to login to your Payment Gateway s control panel visit their site If you are using Offline credit card mode you will not be able to use enable some of these security features 29 Payment Gateways Credit Card Processing NOTE We strongly recommend that you verify the receipt of all payments with your payment processor aka Gateway before shipping any of your merchandise Enable Real Time Processing during checkout In order to process payments in real time with Authorize net or PayPal s Website Payment s Pro you must check this box in addition to enabling the gateway see below Authorize Net or compatible gateway Authorize NET is the leading internet payment processor This is the recommended method of authorizing and collecting credit card payments online A merchant account is required If your payment
12. downloadable items your shoppers will not be required to choose a Carrier Custom Fields Custom1 2 3 etc Since every business has different ways of classifying their products you can categorize items using these custom fields Users in the storefront will be able to search by these fields Some popular uses are Manufacturer Name another part number or even things like Title Artist for art music etc Category Assignment You can assign each item to as many categories as you wish To Add a category click on Add Category See Categories Related Items You can associate item with other items for cross selling or for accessories for example When you add a related item the related item is displayed in the left column when a shopper views the item Item Discounts You can specify a quantity based discount for each item Click Add Discount to setup a Quantity range You can then specify a price based on the quantity purchased See Discounts Coupons Featured Items Featured Items are items products in your store that you want to highlight These can be randomly displayed throughout the store and on the special featured items page Specify which items are designated as featured in the item s setup page How many to Display Here you can specify how many featured items per page and how they are shown how many columns You can specify this for your storefront s Left amp Right columns as well as a different setting for the Midd
13. engine the search engine will spider follow your links in your website and read the content It will use the Title Keywords and Description to better categorize and rank your site 50 Text Language PDshop has integrated Language text controls so you can change any of the default Text Messages Buttons and headings right in PDAdmin Buttons Any button and some text links you see displayed in the storefront can be edited here You can use your own images change the text or even change the type of button Text This is the text words that will appear on the button applies to all buttons except when an image is used Text Color This is the color of the text that appears on the button does not apply to images Background Color This is the color of the text that appears on the button s background does not apply to images Button Style To make your storefront unique you can also specify different types of buttons or use your own images When Use Image is selected you can enter an URL to your own image or you click the Image icon to insert images that are already uploaded to your images directory Error Text Messages Here you can edit some of the longer messages that are displayed You can change the text displayed when an error occurs etc Section Headings The Section headings are the Text or Graphic headings that appear above the different sections of your storefront You can change the text type of
14. enters your site Category List Displays A listing of all Top Level Categories Categories that do not have a Parent Category assigned to them and the short description Contact Us A contact Us form where visitors can email you from You must also enable this under Email for the page to function Features Page This page lists all items that have the Featured setting turned on The item name small image price and a short description is displayed here Affiliates Page This is the main page for Affiliates they can register or login here Gift Certificates Page This is the main page for purchasing Gift Certificates see Gift Certificates help topic 47 Wishlist Lookup This is the main page for Wishlist functions users can view Wish Lists here A Specific Category You can link directly to a Category or Sub Category you have set up in your store A Specific Item You can link directly to a specific Item in your store Great for popular items or sale items URL You can link directly to any outside URL an outside web page Custom Page This will link directly to a custom page 48 DropDown Navigation Menu O OO OOOO PDshop includes a DropDown navigation menu powered by OpenCube s Infinite Menus The menu is tightly integrated with PDshop s category amp subcategory structure You can enable the menu in your Shop with just a few settings Manage Menu Before any links will appear in the menu
15. system you will need to tell PDshop which Menu links should be part of the menu See Menu Links in PDAdmin To get the Drop Down effect you must make sure that one or more of your Parent Categories is setup under Menu Links and has DropDown toggled under the Type Colors PDAdmin has built in settings for colors below is a summary of the colors you can control Main Menu Background Color Background Color hover Border Color Text Color Text Color hover Sub Menu Background Color Background Color hover Border Color Text Color Text Color hover Basic Settings Enable To turn on the Menu check this box Be sure you have setup some Menu Links with the DropDown Type selected Menu Width This is the total width of the Menu You need to specify the width of the Menu in pixels For Example 750 a typical page width Dropdown Width This is the width of each individual Main menu item For the best appearance you should divide the number of Main menu items you will have by the Menu Width We recommend a width of 100 Customization Notes if you want to change the style effects or other aspects of the Menu we encourage you to contact OpenCube about their CSS DHTML menus Because PDshop is template based you can purchase your own Menu customize it for your site and then simply insert the appropriate code into PDshop s template htm file Some experience wi
16. the Category detail page users will be taken to it whenever they click on a category from within the store NOTE It should be noted that it is not necessary to have items in a category You can use the category pages to display any text or graphics with our without items This gives you the ability to create an unlimited number of pages in your website Example you might want to create pages such as about the company or calendar of events etc Category Items Max Per Page This setting allows you to specify how many category items should appear on a given category page Page Style There are two ways your items can be displayed on the category page in columns or a standard list If you choose columns you must specify the maximum columns you want your items displayed in The number of items and rows depends on your Max Per Page setting You can also specify what elements are visible on the category page Using the different Show checkboxes you can hide or display elements For example you can hide the image price description item number or other elements to tailor the look of your storefront 13 Meta Tags Meta Tags are the Title Description and Keyword data that is embedded into each category s web page it is used by search engines to determine your listing Note you must submit your site to search engines PDAdmin does not submit sites for listing You can enter a Title Keywords or description for each categ
17. tracks current inventory for each item automatically Each time a shopper purchases an item the quantity sold is deducted from inventory upon completion of the checkout process Out of Stock Threshold This number determines when out of stock messages are displayed If you want PDshop to display the message when inventory is low for example you could set it to a low number such as 5 This is the cut off point if inventory for an item goes below the threshold the out of stock message is displayed This number can be a positive or negative number Display Out of Stock Messages This is the On Off switch for the Out of stock message When inventory for an item is below the threshold an out of stock message can be displayed on the item s detail page You can customize this message below Message to Display This is the text that will appear just below the item s main description Prevent Sale of Out of Stock Items By enabling this feature you can prevent a shopper from purchasing Out of Stock items The Add to Cart button will not appear when this button is checked Use Pounds Ibs amp Ounces oz When this setting is checked all weights in PDshop 8 PDAdmin will appear as pounds amp ounces two separate fields 21 PDshop can be configured to handle an unlimited number of shipping methods or services aka carriers For each service you can specify the shipping rate and how it is calculated rate method Service Names
18. use an alternate processing transaction URL Simply enter the URL to your payment gateway s server in the Alternate Processing URL field and enable it When enabled the transaction will be posted to your gateway s server rather than the Authorize net server NOTE PageDown Technology can only provide limited support when compatible gateways are used ex when you don t use Authorize net to process Our free support does not cover any parameter modifications PayPal Website Payments Pro Below are the steps you need to follow to properly configure and test this service For PayPal s simpler Standard service see PayPal Standard below 30 Step 1 Set Up a Verified PayPal Business Account Customers who don t have an existing PayPal account 1 Go to https www paypal com us mrb pal KK2WQZDDH3DML 2 Click Sign Up Today 3 Set up an account for Business Owners 4 Follow the instructions on the PayPal site Customers who already have a Personal or Premier account 1 Go to https www paypal com us mrb pal KK2WQZDDH3DML 2 Click the Upgrade your Account link 3 Click the Upgrade Now button 4 Choose to upgrade to a Business account and follow instructions to complete the upgrade 5 If you haven t already add a bank account to become a Verified member Follow the instructions on the PayPal site This process may take 2 3 business days Step 2 Apply for Website Payments Pro This step is only required for Website
19. words It can be up to 25 characters in length You cannot use the following characters Parent Category The Parent category field is used to designate sub categories If you want to create a sub category simply create a new category Then specify a Parent category by using the drop down list If you are creating a top level category leave the Parent category field blank Later if you decide to change a sub category to a top level category select the horizontal line from the drop down list and Save This will remove the Parent category Short Description The short description appears on the Categories page and on the Item detail page The Categories page is accessible from the main menu in the storefront It will list all categories their immediate sub category and your short description You should keep the length to a minimum as it may make for a long Categories page List Order Optionally you can enter a number here This number will be used when your categories are set to sort by Specified List Order For example if you do not want your categories amp subcategories to be listed alphabetically you can specify the list order using numbers lower numbers appear first higher numbers appear last Detailed Description The detailed description is edited using the built in HTML editor This gives you unlimited formatting controls over text and you can even insert images This description appears on
20. would be Non Inventory items since you would not be able buy item in the storefront When using existing Items as Options First create your Option Group Ex Colors Next click on Add Item to associate an Item with this Option Group After the item is added you can edit how the price and weight is calculated upon checkout Be sure to one item in each Option Group as the Default this will make sure the price displayed on the Item detail page is accurate For examples of how some users typically setup options see Item Options section in this document 10 Item Options Basic Setup Create your primary item a normal item Under the Items heading in PDAdmin s left menu click on Add Item enter the item number item name etc and then click Save Once the item is initially saved you will see a new column on the left side of the page see the heading Item Options For each set of options you must first create a Group For example if you wanted to create a drop down list with different sizes you would need a group called Size Click New Group and enter the Name Heading and select the type of option Your option selections can appear in a drop down list as radio buttons or check boxes etc Next you will need to create the actual options the available selections for the group Under the Group you just created click Add Item Select Non Inventory to create quick opt
21. Countries Tax Rates Ron e y RS nen ln ld ie Soe ne Rl ie aY 38 Affiliate Program i mane ae heen eee taa hen aa E EE aA hee eden aa hee hens a E a NA Aa 39 E sles cn eda A A Phan waa aea Miata Salevia Mees Tania ee ada a lag aaa Cen s a we nee E Mebane eas eA adage 39 EMMA O A seas aaanes 40 A NO Le Vile ee oe A 40 Digital AOS A A A NAAA RA 41 TIM AG OS rreri tia elenia AARIA TEE eNEAN AR eTA AEEA AREARE OEA AREARE 42 eal ale EEEE EAE ETET E AEE EE EEEE NO 42 Image BIG E TE AET ET E EAT E TE E a T TT 42 Default Colors ss cscs a e A A NaN 43 Page Layout asne eaaa a a a A Ai 44 PAGE Content eisiata opa e EE A E a 45 Menu Links Navigation amp Tabs rnia e a A a E a EA a a EEE A 47 VE E A E E seh AET AE EEA AE 47 DropDown Navigation MENU ee a A A AEAEE AAA 49 Matea EMNET o EAE EE EEEE E TE TE EEEE EE EE RA AO RARE 49 COlOTS tects EE PEA VEER E E E E A SEE E A E E T T T AEE E T 49 a o sy ses a yi a E ees Rae Ris Bd wan Wen aga en A a A Titi E E Dee las Cea N A amiga aad 49 Custom PAGES vicio A civ bev A A A Ai 50 Text Lang age iii E AA AA A AAA AA AAA AAA 51 BUON A ns uli a DE A AAA ag VL Vida AAA A ER A AAA RRA AAA GEA AAA AAA 51 ELFOS MeOSSA0 OS earn eck ofa wav ere Rae Tn We ecb HA Sin Va pee Fe ward SA ee ae ees PLOTS EL ke HAMAR Te ee de A EL le REN aed 51 da A O O A aig eal nig eae Cael 51 Forme Field Headings x ela etal is E AEE T EA tata eae POETE naa Led EER N AAEE SE E T eld ashe Dieta Tt ha Ala ala itil tigi eta ean
22. PDshop by PageDown Technology pagedowntech com pdshop com PDshop NET Administrator s Guide PDAdmin User Manual PageDown Technology LLC Copyright 2003 2007 All Rights Reserved Last Updated 7 25 07 Written for Revision 1 014 Table of Contents Table of Contents Getting Started SETUP BASES A A A A vs hE A USE a a a a aii 5 URL Domain Name as Activati0N comomococom aS Tit KeyWord od do EENE E E a EEEE E E A EE 6 Item Prod ct SUD EE aE ENa E EE a EaR E AEE ENEE 7 A ean n OA nelag aO aa an EE EAA E E EEE ns nee RAA E aAa eNe PE AEn e EAE A EEA 7 Item Type 9 Related Items 9 Item Discounts 9 Feat red Items gia tics O ias 9 Item Options a e 10 ITESM OPINAS a a O O ENAA de yaie das avy dada aus Ad 11 BASIC UD a 11 Complex Setup with Inventory Options usina a A A E E EE wiles 11 Category Setup erica A A A E Category Items nn E E E EE 13 Ejes dl BUS AAA O o o A E OOO Un E T 14 A leeeeai wade wevi eek mui evade wees ave ee bewedeeyaev eid dvedivw Tniwateiest alee 15 Ar A EE 15 Contact US 15 Order Confirmation PE ot Password RECO Vii A n aiai Sia aa ane e aiai 17 Or EEA NEEE EEEE OEE EE EE Gly E EEEE E OEN Initial Setup eee Order Structure sie INVENOSY ici A ve tee caved venevedeveee veda verevs ct SHIPPING A nd end E E AA E addon iid hy heh ead teeta toed ag CNO CalEWlation Methods iii A A A A ada de 22 Fre
23. See Page Content and Page Layout Configure the email settings and default messages see Email Configure the order inventory shipping tax and payment receiving options Setup Basics User Security Upon entering PDAdmin for the first time you may see a warning message stating that you have not set up any users We recommend that you create an admin user right away From the main PDAdmin menu choose User Security under Advanced section Press the Add New User to create a new PDAdmin user Username The user name should be unique to the User this should be a single word with no spaces For example if your name is John Smith a good username would be johnsmith NOT john Password Be sure to create a password that is difficult for someone to guess this must be a single word with no spaces It is strongly recommended that you use unique password that you have not used elsewhere for example do not use the same password that you have used with other logins for your web server User Level There are two types of users a Level 1 and Level 2 Level 1 users can access all areas in PDAdmin whereas a Level 2 user is restricted and cannot access some Setup and Advanced areas URL Domain Name Under Setup see URL SSL to configure the domain name URL that PDshop should recognize URL In the URL field you must enter your regular non SSL URL Example http www yourdomainn
24. acter or symbol that appears in the thousands place In this example 5 000 00 the comma after the 5 is the thousands separator Depending on your local currency you would probably want this to be either a comma or a period dot Decimal Symbol The decimal symbol is the character or symbol that appears after the whole numbers In this example 5 000 00 the dot period just before the last two zeros is the decimal symbol Depending on your local currency you would probably want this to be either a comma or a period dot Numbers Separator The separator is the character or symbol that appears in the thousands place In this example 5 000 00 the comma after the 5 is the thousands separator Depending on your region you would probably want this to be either a comma or a period dot Decimal Symbol The decimal symbol is the character or symbol that appears after the whole numbers In this example 5 000 00 the dot period just before the last two zeros is the decimal symbol Depending on your region you would probably want this to be either a comma or a period dot Dates Separator The separator is the characters or symbol that you want to display between the Year Month and Day in your dates This would typically be one of the following 56 Format You can choose in which order the Year Month or Day appears Choose what is most commonly used in your region Database Mat
25. also decide how you want the payments processed Sale or Authorization If you select Sale than credit cards are charge immediately and no further action is required following checkout If you select Authorization the payment is only authorized in order to receive the funds you must login to your PayPal account and Capture the payment before the authorization expires 7 Enter your PayPal account details in PDAdmin including the API credentials you created earlier Optional Testing You can test the API processing by enabling the Test Mode on the Gateways setup page in PDAdmin When this mode is checked all PayPal API transactions will go thru PayPal s Sandbox environment In order to use the PayPal Sandbox you must setup a special developer account for this contact PayPal for more information on how to use their Sandbox or go to https developer paypal com Please note PageDown Technology does not provide support for Sandbox accounts 31 Google Checkout Google checkout is an alternate way for your customers to make their purchase When enabled your customers will see a special Google Checkout button image on the PDshop shopping cart page If your customer chooses to click it they will be able to bypass the regular PDshop checkout flow and instead checkout using Google s system rather than yours Merchants who don t have an existing Google account must first sign up for this service at http checkout google com sell
26. ame com The URL you enter in this field must begin with http and must end with Although the store will function without a URL entered it is recommended Without it any emails that are generated by PDshop that contain links will be incomplete SSL URL See SSL Secure Pages section further in this documentation Setting up an SSL is optional and can be setup at a later time Test URL It is strongly recommended that you Test the URLs before you save them Using the Test button located to the right of the field you can see if you entered the correct URL When pressed a new window will open and you should see the words Test Passed in bold lettering If you get a message such as The resource cannot be found than the URL you entered is incorrect You will need to correct the entry and Test again before saving Activation Once you have entered amp tested the URL you can activate your copy of PDshop Before you activate some PDAdmin amp Shop features will not work or will display a demo mode message To Activate you will need the Account number that was assigned to you by PageDown Technology when you ordered PDshop You can find the Account number in the email that contained your PDshop download information You will also need to know the current password for that account From the Home page in PDAdmin click the Activate button to begin After you enter your Account number and Passwo
27. ample you domainname com Do not use quotes or names simply type the email address Sent Copy to Here you can enter an additional email address of the person who should receive the second notification email Example you domainname com Do not use quotes or names simply type the email address If you only want one email sent leave this field blank Be sure to remove all spaces from this field if you are removing an email address from here You can test the email by clicking on TEST A test message will be immediately sent to the appropriate email addresses Contact Us PDshop can be configured to allow web visitors to send an email to you directly from within your online store When enabled users will see an email form on the contact us page They simply fill it out with their name email address and a message and click Submit An email is automatically sent to you Allow Contact Us Email Check this box if you wish to turn on the contact us form If this is not checked users will see featured items in place of the contact us form 15 Sent to Here you enter the email address of the person who should receive the contact us email Example you domainname com Do not use quotes or names simply type the email address Sent Copy to Here you can enter an additional email address of the person who should receive the second contact us email Example you domainname com Do not use quotes or names simply type the email addres
28. an order summary Your customer will be able to view this tracking number when they log in Email An email address is required during checkout This is also used as your customer s login username The email address is part of their account record changing the email address will affect the email address shown in all orders Phone The phone number is part of the customer s account record Billing Address The billing address is stored as a separate record in the PDshop database it is part of the customer s account record The same billing address will appear on all Orders Shipping Address During checkout if your customer selects Same as Billing the Billing Address will be used here The Shipping address is part of the order record you can change this address without affecting any other orders or the customer s account Payment Type This field is used to represent the payment method selected during checkout or the credit card type If you are using a payment gateway the gateway s name will appear here instead of credit card type Credit Card Number During checkout if you are processing payments with Authorize net AIM or have enabled the offline mode customer will be prompted for their credit card number The card number will appear in this field Credit card numbers are encrypted and can only be viewed through PDshop or PDAdmin you cannot access the number by opening the database file There are many security risks associat
29. available message would appear anytime one or more carrier service is not available you may want to remove or customize these messages You can simply edit the error text under Text Language Error Text Messages in PDAdmin Other Notes If the rate returned by the service is lower than the minimum value you entered in the carrier s setup in PDAdmin than the minimum charge is applied instead of the service rate 24 Taxes In PDshop you can specify how tax will be charged Tax can be applied to orders based on particular items or delivery regions such as State Province or Country Global Tax Rate You can specify a tax rate percentage that will be applied to all orders regardless of address Enter a numeric value for example 8 5 if you want to charge 8 5 Country Tax Rate If you want to charge sales tax based on the customer s location you can specify a different tax rate for each Country Tax is applied based on the customer s shipping address where the goods are being delivered Navigate to the Country and enter the Tax rate Enter a numeric value for example 8 5 if you want to charge 8 5 There is only one tax field in PDshop so on the order all taxes are combined For example if you have a global tax rate of 5 and a country tax rate of 1 the total tax charged will be 6 State Province Tax Rate If you want to charge sales tax based on the customer s location you can specify a diffe
30. ching Conversion The settings below are advanced settings used for internal re formatting of data when PDshop saves to your database If you encounter error message when saving currency numbers or dates you may need to alter these defaults For example if you receive any sort of Type Mismatch errors in your shop when PDshop saves data than it may be related to these settings You should only change these settings if you are encountering an error message 57 Data Caching Because PDshop is built on Microsoft s Net Platform PDshop can now take advantage of the many features a NET web server offers One of the key features introduced with Net was its Caching abilities the ability to cache data in the server s memory rather than opening the PDshop database every single time content is needed The developers of PDshop incorporated caching functions into PDshop core programming this has greatly and dramatically improved performance over older Classic ASP editions PDshop can serve web pages faster and handle a higher volume of page requests Enable Server Caching By default caching is enabled However there may be situations where you would like to disable turn off this feature Uncheck this option to temporarily or permanently disable the caching feature Clear Cache This setting is quite simply used to Clear the server s memory of any data that PDshop is temporarily storing In most cases PDAdmin shoul
31. d clear amp update the server s cache as you make changes to items categories or other shop content However you may come across some situations where you make changes in PDAdmin and they do not take effect you see it the old way in the shop If this occurs simply clear the server s cache using this feature This operation is safe and will not delete any site content or any data in your database The memory will be cleared and on the next request PDshop will re load the requested data from your database or shop files you may notice a decrease in site performance for a while after this until the cache is up to date Troubleshooting If you have a shared web server multiple domain names i e your primary domain name and SSL domain name differ multiple application directories or if you have other asp net pages other than PDshop s running on your server it may be become necessary to disable PDshop s caching functions In some situations caching conflicts may arise in where some shop data may be displayed incorrectly or may disappear Disabling the caching feature will resolve these issues 58 Terms amp Conditions This guide is intended for licensed users of PDshop only See the Terms 8 Conditions for PDshop on the PageDown Technology website see http www pagedowntech com terms Additional Support and Information about this product can be found on PageDown Technology s website http www pagedow
32. d from USPS you will be required to test the add on The USPS does not allow you access to the live production rate servers until you have successfully tested the interface You can test the interface by selecting Test Mode in the USPS setup in PDAdmin Test mode does not produce accurate rates the rates are fictitious and are designed for testing purposes only Once you have successfully tested you will need to contact the USPS Internet Customer Care Center ICCC by telephone or email icustomercare usps com and they will activate your user ID and password so that you have access to the production server See your emails from the USPS for instructions on activating your user ID InterShipper Rates InterShipper provides real time rates for FEDEX UPS USPS DHL and Airborne To use this Add On you must subscribe to the InterShipper service InterShipper is a 3rd party service that provides instant real time shipping rates Please contact InterShipper before using this Add On Enabling Real Time Shipping Rates In order for the UPS U S P S or InterShipper offered services to appear to your customer during checkout you must first enable the appropriate Service see above and then setup each individual service offered Setting up Services Carriers For a UPS USPS or other InterShipper service to appear during checkout you must setup each service in PDAdmin From the PDAdmin menu click on Shipping and click New Carrier Service t
33. d or opened with other programs For example CSV is most appropriate if you want to open the exported data using Microsoft Excel How to Export The first step is to select a format Next enter the date range if applicable then click on the Export button A pop up window will appear informing you of the export process Once the export is complete you will need to download the exported file to your PC In PDAdmin click Download and you will see all files in your export folder You should delete these files once you have successfully downloaded them Order Summary This function exports a summary of the orders for the date range specified It would contain all of the basic information about the orders Order Detail This function exports the Line Items it will create a file that will contain a separate record for each tem purchased Customers This function exports a complete list of your customers this is useful if you want create mailing lists send bulk emails etc Affiliates This function exports a complete list of your affiliates this is useful if you want create mailing lists send bulk emails etc 54 Import Data NOTE Be sure to backup your database before attempting to import data Contact your web host or Sever Admin about their procedures for backing up databases Data Format PDshop s built in Import Tool is designed to accept Microsoft Excel formatted files This is a common format for uploading i
34. der Confirmation Order Number ORDERNO Customer Name CUSTNAME Current Date DATE Order Link ORDERLINK The order link is an http link to the order status page You can test the email by clicking on TEST A test message will be immediately sent to the Admin Email address 16 Password Recovery PDshop can be configured to send Forgotten Passwords to your customers If one of your registered customers someone who has previously made a purchase online forgets their password they can request it be sent to them by email Customer passwords are recorded during the checkout process and are required to access the order status page and when returning to make another purchase This is an automated process Allow Password Recovery Check this box if you wish to enable password recovery If you choose not to enable it web visitors will not see the link to this special page From Name Here you enter the name as it should appear in the email header Example YourStore com From Email Here enter the email address from which the email will seem it came Example you domainname com Do not use quotes or names simply type the email address This will also be the reply to address if someone replies to this email it will go this address Subject Type the subject of the forgotten password email Example YourStore com Password Email Text Type the body of the email here Here you can use the PDshop password var
35. e Shipping wwe 22 UPS Rates 2023 U S P S Rates 120023 InterShipper Rates oococcccoconcnconnnconos 1d 29 Enabling Real Time Shipping Rates vocaciones o A a ta ea altas EAEE en eli 23 Testing amp Troubleshooting Rates muii can doi aaa 23 VII Global Tax Rate Country Tax Rate ae State Province Tax Rate igi il AAPP oven evan cuss ENE suis ange diva ooo PETEERE MiNi dan Gua OE EE o O khan Depa CESE DEA andn DISCOUNTS as Order Discounts Coupons Item Discounts aka Quantity PRI Da E E a E EE E AE A AEE E quien EEE EE EE 26 PAYIMENES sisi a A A A aaa 28 Payment MethodS 0 asi Ri ia aaa 28 Offline Credit Card FO Mica A A ideada 28 Credit Cards occonoccononesconos 42 28 Pay by Mail 28 Payment ProcessiNQ cccnnncncncncccocaco 28 Recommended Security eii en ei e dali 29 Payment Gate WAYS ce dd dos Credit CALA POCOS Gti A A a AA 30 Authorize Net or compatible gateway we oO PayPal Website Payments Pro sses 2 BO Google Checkout scceeeeeeeee ee wn PA PayPal Standard 2 32 2CO 2Checkout com ten PA WorldPay Select Junior 1193 Pay FIOW LINK anciana da 39 LinkPoint CardService International YourPay 10599 Custom Processor Gateway ococccncncncncnnnananananos 33 Gateway Returni URLS aia a A it dais 33 GIECO Gates ua ar 35 Steps IO VO Vi ai A dida 35 Purchase Redemption Wis REISES inicia ae States
36. e tracked back to the affiliate allowing you the ability to pay commissions for these sales Initial Set Up First create a Menu Link that links to the affiliate page Next be sure you enter your affiliate description and agreement text located under HTML Editor in PDAdmin The affiliate help appears on the left column of the affiliate pages use this space to provide instructions etc The Description appears on the first affiliate page The agreement text appears on the second affiliate sign up page Your new affiliates must agree to the terms of your affiliate program during the registration process be sure to enter your terms amp conditions under agreement text Default Commission The default commission is used when the affiliate first registers You can also modify each affiliate s commission rate in the affiliate s profile How the Affiliate registration works First your potential affiliate would click on your affiliate tab or link They will see your description and help page and can click continue to begin the automated registration process Next they are prompted to accept your terms amp conditions Once they accept the new affiliate is prompted for some basic company information Finally PDshop will generate a unique URL amp affiliate login ID You can setup the affiliate email confirmation to automatically send instructions to your new affiliates You should instruct your new affiliates to link to your site usi
37. ed with storing credit card numbers on a web server It is recommended that you enable the Recommended Security Settings in PDAdmin found on the Payment setup page You should not store credit card numbers in your database for any length of time Approval Code This field is automatically populated by the Authorize net payment gateway and PayPal s IPN Transaction ID This field is automatically populated by the Authorize net payment gateway and PayPal s IPN Name on Card This is the name field your customer s should enter the name as it appears on their credit card IP Address This is the identification Internet Address number of the customer The IP address is captured during the checkout process and is stored in the order This can be used later to track or identify the identity 19 and location of the user IP addresses are similar to phone numbers and can be traced for example during a fraud investigation you would give this number to the authorities Notes Order notes are internal comments you or your staff can use this field to write comments about the order or customer These notes cannot be seen by the customer Public Notes This note field is similar to the regular Notes field However your customers will be able to see these comments when they login and view their order online Use this field to post special notes tracking details or other information related to the order 20 Inventory PDshop
38. front where a receipt and order thank you message can be displayed To return 32 shoppers back to your site login to your 2CO Account and enable the Approved or Pending URLs found under Look amp Feel see Gateway Return URLs below WorldPay Select Junior A WorldPay account is required for this gateway Enter your installation ID and currency code as provided by WorldPay During checkout web shoppers will be redirected to the WorldPay payment form After they complete their payment they will not automatically be returned to your site You should configure your WorldPay account to provide your customers with an emailed receipt Alternatively using WorldPay s CMS Customer Management System you can modify WorldPay s default Result amp Payment pages to return shoppers back to your PDshop store see Gateway Return URLs below Contact WorldPay for assistance with editing amp uploading your own Result amp Payment pages PayFlow Link This is another popular payment gateway To use this payment gateway simply enter your login as provided by Verisign PayFlow During checkout web shoppers will be redirected to the PayFlow Link payment form After they complete their payment they will not automatically be returned to your site You should configure your PayFlow Link account to provide your customer with an emailed receipt or return them to your site with a Return URL see Gateway Return URLs below If your PayFl
39. graphic and even use images for headings Form Field Headings Here you can change rename the headings or field descriptions These are usually shorter descriptions or field names 51 User Security Users Under the User Security section in PDAdmin you will see all the users that you have been setup with Administrator privileges access to PDAdmin Passwords amp Security Level For each user you can assign a password and a security level There are two levels of security Level 1 and Level 2 A Level 1 user has full access to PDshop Level 2 users cannot access any setup pages they have no access to any menu items under Setup or Advanced To add a new user click on Add User Simply type a username and password be sure to confirm the new password Choose the user level then click on save All Admin passwords as well as customer passwords are stored in an encrypted state within your database If you or anyone else were to open your database directly they would not see passwords If it becomes necessary to change a user s password simply click on edit next to the user in the Security SSL page Next in the New Password and Confirm Password fields type the new password Remember only Level 1 users have access to this page We recommend that only 1 user a manager have Level 1 access At anytime you can also change a user s access level In the event you need to remove a user simply click on the user fro
40. have enabled Pay by Mail this text or graphics will be displayed upon completion of the checkout process Here you can insert the PDshop Order Number variable ORDERNO or the Customer Number variable CUSTNO When your customer goes to this page the variables will be replaced with either their order number or customer number This field should be used to give instructions for mailing payment Beneath this message will appear a View Order button Customers can click it to view their order details If inserting images they should not exceed 400 pixels in width Order Header The Order Header appears at the top of the Order Summary or order view page This is where you would place your logo or company address and any other relevant information 45 Order Footer The Order Footer field appears on the Order Summary or order view page This is where you would place return policies thank you s or any other notes Affiliate User Agreement This appears 1st page of Affiliate Registration Affiliates will be presented with this agreement and will have to accept the terms of your agreement to continue with the registration Place your terms and conditions here 46 Menu Links Navigation amp Tabs You can create Menus and Links site navigation with the Menu Links functions You can create Menu Tabs which appear at the top of your site Links appear near the bottom as text links and you can create a Custom Menu tha
41. heir order To setup this type of Discount click on Add New under the Discounts heading in PDAdmin s menu Discount Name This is the name of the discount mostly for internal purposes ex Referral Discount Discount Code Enter a unique code word that your customers can enter during checkout to receive this discount on their order Date Range You can specify when a Discount code is valid The discount is only valid when used during the dates you specify Discount Amount Discounts are applied to the entire order amount sub total The discount can be percentage of the order total a fixed amount or a combination of both Order Minimum You can specify a minimum purchase amount The discount will only be applied to an order if the order sub total exceeds this value Restrict Usage You can limit how many times a Discount can be used For example if you only want the first 100 shoppers to get this discount check the Restrict Usage box and enter 10 in the Max Usage field Item Discounts aka Quantity Pricing This type of discount only applies to a specific item and is directly related to the quantity purchased To setup this type of discount pricing go the item s setup page see the Discounts heading on the left side of the item page From To Range First you need to specify the quantity range so that PDshop knows when to apply this special pricing For example if you wanted to offer a lower price on your item if yo
42. iable Variables are built in code words that you type into the body of the email text Example 4 PASSWORD When PDshop generates this email it will replace the variable with the users password You can test the email by clicking on TEST A test message will be immediately sent to the Admin Email address 17 Initial Setup PDshop can be configured with an unlimited number of order status codes The order status codes are used by you to manage or categorize your orders Examples New Backordered Shipped Cancelled etc The default code for all new orders is New as soon as an order is placed and the payment portion of checkout is complete the order will have a status of New Status Code names Under the Status Code Name header you will see a list of all Status codes in your database To modify the codes or delete one simply click on edit Edit Add Status Codes On this page you will be able to change the name and description of the status code To delete simply check the Delete this Status code checkbox and click Save You will be prompted to confirm this Next Order Number PDshop automatically generates order numbers you to set the next order number The is the number that will be assigned to the next order received The number will automatically increment by 1 after each order Order Structure PDshop includes an integrated checkout order creation system During the checkout process your customer
43. ing on this setting during checkout tax may may not be charged on the item See Taxes help topic for setting up taxes Default Qty This field is used to designate the default add to cart quantity If you leave it blank it will automatically be set to one 1 This quantity must be a whole number decimals are not allowed Weight This field is used to set the weight for the item The weight is used for calculating shipping if the carriers you setup use weight For Ibs amp ounces you can switch PDshop to function with two weight fields see the Inventory setup page Optional Shipping Charge If you want to charge shipping on a per item basis you can specify a shipping charge here This charge will only be used when you have setup a Service Carrier and selected Per Item Shipping as the Rate method See Shipping Current Inventory Current inventory can be viewed while editing an item Each time a customer purchases an item in your online store inventory is adjusted accordingly To make changes to the current inventory simply click on the Edit button located next to the inventory number After you enter the new inventory total save your changes Short Description The short description appears on the Category detail page It should be kept relatively short as a very long short description will lead to very long Category pages Detailed Description The detailed description is edited using the built in HTML editor which pro
44. ions or for more complex scenarios you can search for an existing item which can also be an option For example if you want to offer other existing items as an accessory or add on you can select a regular inventory item NOTE For the simplest option setup use Non Inventory Enter the Name of the option Next enter a QTY Enter a QTY of at least 1 if you plan to have a price adjustment or QTY zero if you want it to be a simple non price related option Select the appropriate price adjustment This is the amount that will be added or subtracted to the base price the base price is your Price amp Sale Price Be sure to set one of your options as the default this will ensure a default appears selected and it will ensure the adjusted price shows up correctly Repeat these steps for each item option To see some typical examples of how you can setup item options be sure to visit our demo storefronts found on the Products page of our site Complex Setup with Inventory Options To track inventory on an option like most accounting amp POS systems each different option would need to have its own item number part number You would create a separate PDshop item for each option or combination of options they are setup just like regular items but they are selected by shoppers as options under another item referred to here as the parent item Here is an example of how to setup a simple T Shirt To setup T shirts i
45. iple word phrases The keywords should be separated by commas You should not exceed 255 characters Other Meta Tags The above mentioned Meta Tags are general other Meta tags can be entered under each Category and Custom page When you edit the Category or Custom page you can change the Meta Tags for those pages If you do not enter Meta Tag information under Categories or Custom pages the main tags above are used on those pages Item detail pages also have Meta Tags the items Name Short Description are used the Keywords are made up of the Item s Name in addition to the main Keywords described above When submitting your online store to search engines you should use the Shop URL for example http yoursite com shop should be submitted Item Product Setup PDshop can be configured to with an unlimited number of items From the main menu in PDAdmin under Items you can select Show All to view all items There are also a few shortcuts to Sale and Featured items At any time you can use the search feature to locate items by number or name To create new items click on Add Item Item Fields Item No Sku The item number field is required for each item You should keep it short 8 characters if possible as long item numbers will adversely affect the layout the look of many of the category pages Name The item name should be kept short as well although there is no set limit to it s length Active Y
46. l be displayed to your customers as an estimate with an asterisk This is useful if you want to determine the real shipping charges at time of shipping Free Shipping You can offer free shipping by using the Order Subtotal setting or of items First setup the condition that will result in a 0 00 zero shipping charge Then check Use Alternate Text box and specify what text should be displayed in place of O zero ex Free Handling Surcharge This amount will be added to the rate after it is calculated Minimum Charge After the rate is calculated if the shipping charge is less than this amount the Minimum charge will be imposed 22 UPS Rates You will need to activate the Add On using PageDown Technology s UPS Online Tools Licensing amp Registration wizard Click on the Activate button to start the process and follow the onscreen instructions You will need your PageDown Technology account number found in your order confirmation email During the Activation process you will also need to know the URL to PDAdmin ex http yoursite com admin your PDAdmin username amp password U S P S Rates To use the USPS add on you will need to register with the USPS and obtain an XML WebTools User ID and Password Registration is free but must be done with USPS United States Postal Service before using or testing this add on Register at http www usps com webtools After you receive your XML Webtools User ID and Passwor
47. le main column You can also specify what elements appear with the featured items for example you do not have to display all of the item s information you could just show the image and a buy now button etc Custom Fields There are three user defined item fields You can enable them if you have a different way of classifying your items For example if you want to also use a Manufacturer s part number you can enable Custom 1 and call it Mfg Part This will appear in the storefront and can be searched as well To setup change the name of the field go to Text Language in PDAdmin click on Form Field Headings Sorting You can specify how certain data is displayed in the storefront The selections let you determine how the items should be sorted on various pages Item Options Each item in PDshop can have an unlimited number of option Groups An option Group is one or more options that will appear under the same selection list or Drop Down Example If an item comes in different colors as well as different sizes you would create two option groups Color and Size When a shopper views this item they will be able to customize their purchase by selecting one option from each group of options Each option Group can have an unlimited number of options to select from When adding an option you make an existing in your storefront an option or you can create a new Non Inventory selection item For example Colors and Sizes
48. m the Security SSL page Next check the delete this user checkbox and click on save You will be prompted to confirm before deleting This security setup area is NOT related to your customer s logins The User logins here are for Administrative access for PDAdmin logins To manage your customer s passwords or account see Customers in PDAdmin 52 SSL Secure Pages An SSL is a special URL that your web host provides you with to access web pages over a secure socket Typically you can purchase an SSL Certificate and have your web host install this for you and then you would just use https instead of the regular http Contact your web host or serer administrator for help with this How to Enable See URL SSL in PDAdmin to use PDshop with your SSL In the SSL URL field you enter your SSL secure URL It is not a required however strongly recommended that you use an SSL link Simply enter the general SSL link to the store PDshop will automatically determine which pages need to use this link In general the Sign in Order status Checkout etc pages will use this link If you SSL URL is shared simply enter it as you would your own SSL SSL Example https www yourdomainname com Shared SSL Example https secure webhostingprovider com domainname Enable SSL URL By default the SSL URL is disabled Choose Yes to enable the SSL URL you have entered Once you enable it all checkout sign in order status
49. mporting If the data you wish to import directly into PDshop is not in a Microsoft Excel format in most cases you can open your data using Excel and save it in an Excel format Steps There are several steps to importing Before proceeding with any steps be sure you have a current backup of your PDshop database should something unforeseen happen Step 1 The first step is to select a file that is already uploaded on your server in the import directory or you can upload a new one PDshop accepts Microsoft Excel formatted files only Step 2 You are now prompted for the Sheet Microsoft Excel files can have multiple sheets pages of data in a single file Select the sheet your data is located in Step 3 This step requires the most attention You will now need to Map your data columns to the most appropriate data column in PDshop Be sure you select the correct columns or you may end up with improperly formatted items or system errors You will also need to select the PDshop category that your new items should be created in If you have not already done so you should create a new category for your items Once you press Start Import PDshop will read your data column by column and match the data in your column with the PDshop field you selected It will create a new item according to your selections Duplicate Items If you attempt the import an item with an Item Number aka itemno that already exist
50. n different colors and sizes and track inventory for each color size 1 Create your main parent item a regular item named Test T Shirt item number item1 assign it to a category This is the item your customers will see in the store 2 Create another regular item called Large Blue you may want to use an item number like item1 LB Do not assign this item to a category it is only for inventory purposes your user will not buy be buying this directly Next create another regular item called Medium Blue item number item1 MB etc Repeat this step for each combination of Color amp Size 3 Go back to your Test T Shirt item item1 and create an option group called Color Size 11 4 Add an item option to this group instead of clicking Non Inventory for the type of option search for the Large Blue shirt you just created and select it as the option Repeat this step for each different combination of color size 12 Category Setup PDshop can be configured to have an unlimited number of categories and sub categories From the main menu in PDAdmin choose from Show All or Add Category See Setup under the Category menu area If you click on Show All you will see a category tree listing all top level categories alphabetically Beneath the top level category will be any subcategories You can click on either to edit the category Category Name The category name should be short one or two
51. ng this special URL which is displayed on the last affiliate sign up page and can be included in the affiliate email confirmation if you use the variable Your new affiliate can use their affiliate login ID to update view their company information as well as any sales that have been generated by their special URL How the Sales are tracked Once your affiliate links back to your website with the affiliate URL issued to them sales can be tracked Anytime a potential shopper visits your site using this affiliate URL a special cookie will be saved on their computer to track their purchases Should the visitor make a purchase the order will be linked to your affiliate By running the affiliate reports in PDAdmin you will see how much commission to pay your affiliate 39 Email A Friend The affiliate program allows you the ability to offer commissions for sales generated When the affiliate program is used other businesses websites can register as an affiliate and link to your storefront with a special URL Anytime someone enters your storefront using the affiliate s private URL sales can be tracked back to the affiliate allowing you the ability to pay commissions for these sales Initial Set Up First create a Menu Link that links to the affiliate page Next be sure you enter your affiliate description and agreement text located under Page Content in PDAdmin The affiliate help appears on the left 40 Digital Items
52. nly checkout payment option Shipping Note Google Checkout does not support PDshop s real time shipping rate add ons You should setup Services in PDAdmin that calculate rates using the built in methods Optional Testing You can test Google Checkout by enabling the Test Mode on the Gateways setup page in PDAdmin When this mode is checked all Google transactions will go thru their Sandbox environment In order to use the Google Sandbox you must setup a special sandbox account for this contact Google for more information on how to use their Sandbox or go to http sandbox google com sell Please note PageDown Technology does not provide support for Sandbox accounts PayPal Standard If you do not have a merchant account you may choose to enable this payment gateway A PayPal account is required Enter the email address you use to login to PayPal Select the appropriate currency code During checkout web shoppers will be redirected to the PayPal payment form After they complete their payment they will be returned to your storefront where a receipt and order thank you message can be displayed 2C0 2Checkout com This is another popular payment gateway 2Checkout com is a 3rd party merchant services alternative To use this gateway simply enter the SID as provided by 2Checkout com During checkout web shoppers will be redirected to the 2Checkout payment form After they complete their payment they can be returned to your store
53. ntech com Copyright Notice All Text and Images contained on this document is the property of PageDown Technology LLC pagedowntech com and cannot be reproduced copied or used without our written permission PageDown Technology LLC Copyright 2003 2007 All Rights Reserved 59
54. o create a carrier service Enter a name and select the appropriate real time method Repeat this step for each service you want to make available to your shoppers Or you can click on Import Services from the Add On setup page this process will add ALL available services for you automatically Error Handling For each Carrier you can specify how to handle errors For instance if an error occurs while processing rates or the rate cannot be retrieved for a service carrier or the service is not available between your default Address Zip code and the shopper s If you select Your Rate the default settings for that service under Your Rate will be used You can also specify if the rate should be shown as Unavailable or just hidden If you receive a Some Rates were not available message during the checkout process this can mean that one or more of the services you setup as carriers is not available for your package based on the Default address you entered in PDAdmin and the Shipping address you entered during checkout To troubleshoot rate related issues use the Shop Rates button on the Add Ons page duplicate the same conditions for your checkout session and see the error messages as reported by the services Testing amp Troubleshooting Rates To test the Add Ons simply use the Shop Rates button on each Add On setup page In most cases problems with the Add On are associated with incorrect account numbers addresses
55. open the Layout Window Here you will see the three columns of your storefront You can select the different elements that should appear on that page type If you leave the selection blank nothing will be displayed If a column has no elements selected the entire column is blank the entire column will be hidden and the other store columns will utilize this space For example you can have pages with one two or three columns Custom Pages You can also specify the column layout for each custom page you setup You can access the Layout Window from the custom page s setup or on the master Page Layout setup Sub Category Option Is some instanced you may not want sub categories to appear you can enable disable them here Un checking the Show Subcategories box will hide subcategories in the TLC Top Level Category section Your storefront will be faster with this turned off 44 Page Content PDshop has a built in HTML content editor There are two ways to edit content using the editor in PDAdmin 1 While in the Category or Item setup pages click on the magnifying glass icon just above the Description 2 From the menu in PDAdmin select Setup gt Page Content You will see a list of sections areas in PDshop that you can modify In most cases you can edit the section with the built in Content HTML editor which lets you use many formatting techniques or you can edit the Raw text HTML This is useful if you want to insert your own
56. ory to improve search engine racking If you leave these settings blank the default store Meta tags you setup under the Title Keywords will be used 14 Email SMTP server Enter the email server s name or IP address in this field You may need to consult with your email or web provider for this You must have a valid server name here as PDshop forwards all email to your local email server Admin Email Address Enter the email address of the webmaster or administrator Since many email servers check for valid From email addressed we recommend you use this field It is also used for sending test emails SMTP Authentication If your web host or email provider requires this you can enable this feature Order Notification PDshop will automatically send a New Order notification email to two email addresses that you specify The email will contain a hyperlink to the new received order You must have the above email server components installed for this to work Notify On Check the Notify On box if you wish to be notified by email when new orders are received or when new affiliates register Anytime an order is completed or an affiliate registers PDshop can automatically generate a notification email The email can be sent to up to two persons two different email addresses The email will contain a direct link to the new order Sent to Here you enter the email address of the person who should receive the notification email Ex
57. ou must choose Yes in this field to make the item visible in your storefront You can use this to turn items on and off as needed Example out of stock items can be made inactive by choosing No Featured Featured items are normal items in regular categories that you wish to give extra promotion perhaps hot sellers or sale items Items that are flagged as featured appear on the features page which is accessible from the main menu in the storefront They are also randomly displayed on the home welcome page as well as on other pages throughout the store To enable simply select Yes Price This is the default regular price per item each It appears throughout the storefront but can be made invisible by checking the Hide Price checkbox Sale Price The sale price is only used when you select Yes in the On Sale field When an item is placed on sale the sale price will appear below the regular price which will have a line drawn thru it On Sale This field simply enables disables the sale price Check Yes to place an item on sale Hide Price PDshop allows you to hide conceal prices When you check this checkbox the price including sale price is hidden from your web visitors Also the Buy Now button is removed This is useful if you wish to have items that are catalog only not for sale Or you can use this if an item is out of stock Taxable You can specify if an item is taxable or tax exempt Depend
58. ow Link account was not setup directly with Verisign it may be necessary for you to modify the Partner ID in the gateway_out asp script in your shop directory using Microsoft NotePad you can open and edit the parameters in this script LinkPoint CardService International YourPay To use this payment gateway simply enter the login for your Connect service aka Basic PayPlus During checkout web shoppers will be redirected to a special payment form After they complete their payment they will only be returned to your website if you enable the Confirmation Page URL Login to your LinkPoint Central control panel and see the Connect settings You may want to configure your LinkPoint account to provide your customers with an emailed receipt In some cases for security reasons you may need to enter a Submission Form URL This is the page that your customer will be on just before PDshop sends them to make a payment for example https yoursite com shop gateway_out aspx Custom Processor Gateway Since PDshop is just aspx scripts ASP NET code you can integrate PDshop with any payment processor or gateway Most processors can provide you with the necessary code snippets or integration guides to easily incorporate their service into PDshop s checkout See the Other or Custom gateway settings to enable your custom gateway You will need to modify the appropriate aspx script for your integ
59. processor is compatible with Authorize net their system accepts transactions formatted with Authorize net s parameters you can enable the Authorize net Gateway see below Login ID Here you must enter your login ID as provided by your merchant services bank Transaction Key Enter the unique key that was generated by your gateway for you This will serve as a password that will be sent along with your Login ID to authenticate the transaction See your Authorize NET or compatible gateway user guide for further instructions Use Password NOT RECOMMENDED While you can simply enter your Authorize net Password here to start processing this is not recommended You should contact Authorize net about generating a unique transaction key instead See your Authorize NET or compatible gateway user guide for further instructions Currency Code Here you must enter the currency code for your country The default is USD U S Dollars See your Authorize NET or compatible gateway user guide for further instructions Security Considerations Review all security documentation from Authorize NET or compatible gateway before utilizing this method You must have your SSL link enabled to use this feature Authorize NET Compatible Gateways PDshop can be used with other payment processors that are compatible with Authorize net s basic parameters You should consult with your Payment Gateway regarding setup and parameters PDshop allows you to
60. r this Code in their shopping cart Status This represents the status of the GC New Just created is not available for Redemption yet Sent This indicates that you have sent the GC by mail or email and can now be used in the storefront Redeemed This means that the customer has used this code in an order and the remaining balance is 0 00 Redeemed Partial This means that it was redeemed but not for the full value The customer can use it again until the balance is zero The Status must be set to Sent before it can be redeemed To This is the To name the customer entered while ordering this GC 35 From This is the From name they customer entered while ordering the GC Amount This is the full value of the GC as purchased Message This is the text message the customer entered while ordering the GC Send Via Email Mail These toggles indicate how the GC should be handled whether you should email the GC code or mail a physical Certificate to the Address provided Send Button After you create a GC or it s purchased online you will see a Send Button on the GC s setup page This button can be used to send the default GC email message which you can setup under Email in PDAdmin The email message can contain any text you wish along with instructions on how to redeem the GC and the code After you send the GC email you should change the status to Sent so that the code is Active in PDshop If you
61. rately go to the Menu Tab page there you can specify on a Tab by Tab basis Imenu You can control the colors of OpenCube s Infinite Menus aka Imenu See Imenu in this documentation for more information on this menu Headings Headings are located just above each UD section above items categories etc Here you can specify the default color amp style To use your own images or to change the colors or text for headings on an individual basis click on Headings or Language in PDAdmin Buttons You can specify the default color amp style of the buttons in the storefront To use your own images or to change the colors or text for buttons on an individual basis click on Buttons or Language in PDAdmin 43 Page Layout You can specify which storefront element such as your User Defined UD1 10 sections Category List TLC or even featured items Main Columns You must specify the size and spacing for your storefront columns PDshop has three columns enter the amount of space in a percentage that each column should take up In most cases you would also want to include a small space between the columns Your total percents must equal 100 Section Spacing You can specify a height in pixels for example enter 10 to add a space between above or below the sections Page Layout For each different type of storefront page you can specify what elements or sections appears where Click on the magnifying glass icon to
62. ration Contact your Gateway service or Processor for assistance Gateway Return URLs Below are some useful URLs that you may want to link to when using some payment gateways These will not work with all Payment Gateways These URLs DO NOT apply to Authorize net or PayPal PDshop automatically submits the proper URLs to those gateways while processing the transaction Examples Thank You Completed https yoursite com shop gateway_in aspx this is the recommended page to return your customer to Shopping Cart 33 https yoursite com shop showcart aspx Review Order https yoursite com shop orderreview aspx Sorry Cancel Order https yoursite com shop gateway_cancel aspx Tf using an SSL or shared SSL be sure to enter your SSL URL when entering Return URLs PLEASE NOTE PageDown Technology does not provide technical support for connectivity issues or account problems with any of the Payment Gateway services NOTE ON SSL If you decide to customize your website avoid using Frames as they can interfere with the gateway processing particularly with the weblink methods 34 Gift Certificates PDshop allows you to sell Gift Certificates GC in your storefront see Purchase These certificates can also be redeemed online see Redemption To sell Gift Certificates online you will need to also setup a Menu Tab or Link to the Gift Certificates page Go to Menu Links and create a new menu or link and select
63. rd PDAdmin will contact PageDown Technology to verify that you have a valid license and that license will be assigned to your URL Domain Because the license is based on your URL you should not activate PDshop until you have tested the URL you entered on the URL SSL setup page NOTE If you need to change the URL in PDAdmin this will invalidate the license code for your copy and may require that you re activate We do NOT recommend changing the URL in PDAdmin once you have activated If you do not see an Activate button that your shop has already been activated Title Keywords PDshop allows you to enter some Meta Tag information which is embedded into your web pages for search engines Store Name You must include the name of your online store This field should not be more than 25 characters Website Page Title This is the Title meta tag that is placed in the HTML head tag of each web page You should keep the length under 100 characters Site Description This is the Description meta tag that is placed in the HTML head tag of each web page The site description should brief no more than 255 characters and an accurate description of your online store Search Engine Keywords This is the Keywords meta tag that is written into the HTML head tag of each web page Here you can enter keywords that you think web surfers would search for at a search engine when looking for your site Keywords may be a single word or mult
64. rent tax rate for each State Tax is applied based on the customer s shipping address where the goods are being delivered Navigate to the State and enter the Tax rate Enter a numeric value for example 8 5 if you want to charge 8 5 There is only one tax field in PDshop so on the order all taxes are combined For example if you have a global tax rate of 5 a country tax rate of 5 and a state tax rate of 1 the total tax charged will be 11 Tax Exempt Items You can make some items exempt from all taxes see the Taxable setting in the item s setup page By default all items are considered taxable If you have a specific item in your store that is tax exempt locate the item and select No in the Taxable field 25 There are two type of Discount features in PDshop per Order Discounts or Coupons and Item Discounts a k a Quantity Pricing To enable these discount functions you must turn them on Enable Coupons Discounts Check this box to allow shoppers to apply discounts during checkout Display Item Discount prices This will display quantity discount prices on the item detail page where applicable Setup quantity prices on the item detail page not here Order Discounts Coupons This type of discount uses a discount or coupon code With this type of discount you can issue Discount codes to your customer Your customer would simply enter the special code during checkout to receive a percentage or fixed amount off t
65. s If you only want one email sent leave this field blank Be sure to remove all spaces from this field if you are removing an email address from here You can test the email by clicking on TEST A test message will be immediately sent to the appropriate email addresses Order Confirmation PDshop can be configured to automatically send an email to your customer s immediately after they make an online purchase This email can be customized by you Send Email Confirmation Check this box if you wish to turn on the contact us form If this is not checked users will see featured items in place of the contact us form From Name Here you enter the name as it should appear Example YourStore com From Email Here enter the email address from which the email will seem it came Example you domainname com Do not use quotes or names simply type the email address This will also be the reply to address if someone replies to this email it will go this address Subject Type the subject of the Order confirmation email Example YourStore com Order Confirmation Email Text Type the body of the email here Here you can use the PDshop Order variables Variables are built in code words that you type into the body of the email text Example CUSTNAME When PDshop generates this email at the end of the order process it will replace the variables with the appropriate information or text Below is a list of variables for use in the Or
66. s PDshop will not create a new item Instead the existing item in PDshop will be updated all data will be replaced with the new information In these cases the category will be ignored and the item will be left in its original category 55 The Formatting settings can be used to change how numbers currency and dates are formatted displayed in PDshop This is used mostly for international web sites Non US The default settings in PDshop are typical for U S merchants We do not recommend making changes to these settings Use web server Lanquage Regional settings This is RECOMMENDED When this option is selected your web server handles all the Data formatting automatically However your web host serer admin has configured the regional settings will determine how numbers currency and dates are formatted Use Re Formatting In order to override the web server s default settings you will need to toggle the Use Re Formatting option When enabled PDshop will override your web server s regional number currency and date settings with the settings below Currency 1st Symbol This is the symbol or character you want to appear BEFORE numbers in your currency In this example 19 99 USD the dollar sign is the first symbol 2nd Symbol This is the symbol or character you want to appear AFTER numbers in your currency In this example 19 99 USD the USD is the last symbol Separator The separator is the char
67. s will be prompted for the following Email Address Password Billing Address Shipping Address Shipping Carrier Service Payment Method All of the data collected during checkout is stored in your PDshop database it can be viewed by you in PDAdmin and your customer can view certain details as well by logging in with their email address and account password To edit or view orders or any order related information navigate to the Order Summary in PDAdmin You can locate orders easily by searching for them by status order number date or shipping address name Order No The order number is generated automatically during checkout and cannot be changed You can set the Next Order Number in PDAdmin on the Orders setup page Order Date This is automatically entered at the time the order is initiated and cannot be changed Status You can setup as many Order Status types as you need see the Orders setup page When an order is started a default status of Incomplete is entered When the order has reached or completed the payment portion of checkout the status is changed to New These initial status codes cannot be changed 18 Carrier Tracking Number This is optional and will only appear if your customer was prompted for a Shipping Service After you ship a package to your customer you may want to enter a tracking number You can edit the tracking number by clicking on the Shipping Address Carrier link while viewing
68. sell Gift Certificates at a retail location and want to allow redemption online you can create Gift Certificates in PDAdmin See the Gift Certificate Heading and click on Add New 36 WishLists PDshop has a built in Wishlist type feature Your customers can easily establish a Wishlist items they want to buy or want as gifts Enable Wishlists To enable this feature you must first check this checkbox You must also setup a Menu Link to the WishLists page so that the friends of your customer can search his her wishlist The My Wishlist button will automatically appear when Wishlists are enabled 37 States Countries Throughout PDshop and PDAdmin various forms will require you and your shopper to select a Country and State Province You can create your own list of Countries and States and you can rename these fields too For example if you do not use States in your country you can rename this field and use your own list of choices See Language in PDAdmin to change the form headings Tax Rates See Taxes section for more details on how to impose localized State Country taxes 38 Affiliate Program The affiliate program allows you the ability to offer commissions for sales generated When the affiliate program is used other businesses websites can register as an affiliate and link to your storefront with a special URL Anytime someone enters your storefront using the affiliate s private URL sales can b
69. store any credit card related data in your database Check your merchant account agreement some banks do not allow you to capture or save this data For security reasons we do not recommend capturing this information Pay by Mail If you choose you can allow your shoppers to checkout without actually making a payment When enabled users will have the ability to bypass the credit card form and any other Payment gateway This feature is perfect if your customer will be mailing a check payment or if some other method will be used You can call this feature anything you wish it does not have to say Pay By Mail in your shop See Language Text settings In PDshop these orders are handled the same as a regular order except a special Thank you for your order Page page will be displayed following checkout To customize the content of this message see Page Content Payment Processing By checking the Enable Payment Processing via Gateway option you can have the payment portion of checkout handled by a supported Payment Gateway A Payment Gateway is a company that offers processing services to internet merchants Depending on which Gateway you choose the credit or debit card entered on your site may be processed charged in real time In order to use this feature you must first establish an account with one of the Payment Gateway s that PDshop works with See Payment Gateways below 28 Recommended Security Settings To
70. t appears on pages you specify using the Page Layout functions Name This is the text that will appear on the Tab or Link try to keep these short as they can affect the look of your site Link Type Imenu Select this type if you wish to have this Menu item appear in the dynamic Imenu see Imenu section below Tab Tabs are the menu buttons near the top of the storefront between the Top Logo amp Top Banner sections You can change the background or text color of the Tab under Default Colors If you want to use your own images instead of the PDshop graphics select Use Image and enter the URL to your image Link When enabled a simple text link will appear near the bottom of the PDshop storefront just above the Bottom Banner section Custom Menu When enabled a text link will appear in your custom menu You can force the custom menu to appear on any storefront page see Page Layout help topic Row This is the Row that the Tab Link will appear Rows are from bottom to top for example Row 1 appears as the bottom row It you create too many tabs on one row the storefront layout may be affected as the Tabs do not wrap into the next row Position Order This is the position in the row that they will appear for example position 1 appears first on the Left If you want the tabs sorted alphabetically make them all the same number Link To Home Page This is the main page that appears when a user
71. ters in the filename you cannot change the directory by doing this We recommend that your image should not be larger than 150 pixels in width as it might crowd the page For images larger than 150 pixels you should insert them in the detailed description field with the HTML editor Note It is also used when items are featured it appears as a smaller resized version when the item is randomly displayed Resize Large Image In some cases your large image might exceed the recommended width or may be too small to fill the page If you check the resize image checkbox PDshop will automatically resized the large image to 150 pixels No Wrap This setting will display your large image above the Detailed Description this is sometimes needed particularly if you insert tables or cells into your detailed description By default when No Wrap is not checked your detailed description text is wrapped around the image ltem Type Regular Select this type for regular items that are purchased and shipped to customers Regular No Shipping Select this type if the item is a regular item that does not require shipping For example a membership or service Digital Download Select this type if the item is a downloadable file electronic goods Then enter the filename of the download which you should upload to your downloads folder When digital download is enabled shipping will not be necessary for this item If an order only contains
72. th HTML and other programming languages may be required 49 Custom Pages PDshop allows you to setup an unlimited number of custom pages dynamic pages that consist of the PDshop Top amp Bottom headers along with your own content Name This is an internal name to help you identify this page This text will appear as the page heading if you have not setup a Page Heading Page Heading This is the heading that will appear above the page s body Page Content Like all other storefront headings you can specify text colors style and images Page Layout For each custom page you can specify what other elements appear and in what order For example you can have other UD sections appear on your page Page Content This is the main body middle column of your page This area is edited with the built in HTML content editor or you an edit in text only raw html mode If you do not select other elements in the page layout the Page Content will fill the entire page all 3 columns Custom Meta Tags For each custom page you can create a set of unique Meta Tags These are the internal descriptions and keywords that are used by search engines to categorize and list your site and this page Title Keywords Description These fields should be carefully used do not use HTML code or foreign characters in these fields These fields are invisible to your users but not to search engine robots When you submit your site to a search
73. ur customer buys 2 10 simply enter 2 in the From field and 10 in the To field For ranges with no maximum limit ex Buy 10 or more you would enter a From number of 10 and an very high number in the To field ex 9999 26 Price Sale Price For each range you can specify a specific price per each The Sale price is used for the item if it is listed as On Sale Discount Percent For each range you can specify a percentage off off the original price listed in the item setup Message By default the Prices and ranges will appear in your storefront just below the regular prices In some instanced you may not want the Quantity Range and Price to appear you may want to enter a special promotional message For example Buy 5 and get 10 Off To enable messages simply type the message in the Message field To return the display back to normal clear the message field of all text and click Save 27 Payments Payment Methods These setting determine how payments are handled during checkout in your shop Offline Credit Card Form If you have a merchant account but do not have a Payment Gateway setup for Internet processing you can enable this function Your customer s will be prompted for payment by credit card The credit card number Expiration date etc will be saved with their order Later you can view the payment related information and process it offline with your own credit card machine etc You
74. vides unlimited formatting options To edit the description click on the edit button You can insert additional images or graphics into the description creating a professional brochure like item page The detailed description has no length limitations however if you are inserting images they should not exceed 350 pixels in width Hide Heading By checking the Hide Heading box you can hide the Name Price and Large Image from your store front Count Page Visits By checking this box PDshop will count each unique visit to the item s page like a page counter This is an internal page counter and cannot be seen by your web visitors The number in the Page Views is the current total number of visits you can reset this by entering zero This feature can use up valuable server resources and should be used sparingly Thumbnail small Image The thumbnail or small image appears on the Category detail Features and search pages The image is automatically resized to 40 pixels wide regardless of the size You can enter the filename of any image that is located in the images directory on your web server Example picture jpg Do not use or characters in the filename you cannot change the directory by doing this Large Image The large image appears on the Item detail page You can enter the filename of any image that is located in the images directory on your web server Example picture jpg Do not use or charac
75. weights or you did not install or activate the Add On 23 Test Rates in PDAdmin The first step in troubleshooting the Add on rates involves using the Shop Rates button found in PDAdmin on the Add On setup page First check that your settings on the Add On page are in fact correct only use 5 digit zip code with the USPS Add on Next perform a test using the Shop Rates function you will be prompted to enter to from addresses weight etc If you are able to retrieve rates during this test than the Add On is installed amp functioning correctly Check your Services First for a UPS or USPS service to appear during checkout you must setup a Carrier aka Service in PDAdmin for each UPS USPS service Create a New Carrier select Real Time Rate and enter any other values Common Problems If you can successfully view rates while using the Shop Rates function in PDAdmin but you only get Unavailable during your checkout testing the problem is likely related to a combination of the Shipping Address entered during checkout the combined Weight the weight of all the items in your cart and the Default from address in PDAdmin Storefront Default Rate Messages First make use of the Error Handling settings under the UPS USPS setup pages in PDAdmin which determine what happens when a rate you are requesting is not available during checkout Since the Some Rates are un
76. will need to setup your credit card types see Card Names above You will not be able to enable some of the Recommended Security Settings be sure to uncheck the Do Not Save functions Check your merchant account agreement some banks do not allow you to capture or save this data For security reasons we do not recommend capturing this information Credit Cards Card Name Type Under the Card Name header you will see a list of all credit cards your shop is setup to receive The credit cards listed are the ones that will appear when you are using Authorize net PayPal s Website Payments Pro on the Offline credit card form or when you have the Custom real time gateway enabled To modify the card name or delete it simply click on edit On the Edit card page you will be able to change the name or delete the card To delete simply check the Delete this card Type checkbox and click Save You will be prompted to confirm this Require Card Code CVV CVC CID Checking this box will prompt require your shoppers to provide the 3 4 digit security code printed on the credit card Do not enable this unless you going to process this information Check your merchant account agreement some banks do not allow you to capture or save this data For security reasons we do not recommend capturing this information Credit Card Numbers amp Card Code CVV CVC CID To protect the credit card holder against credit card fraud you should not

PDshop .NET Administrator`s Guide (PDAdmin User Manual)

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