pgwebshop - User Manual.indd
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1. shirt805 white S Help with Matrices shirt805 red M shirt805 white M S M L Size_Group Matrix _Master Color_Group shirt805 red L shirt805 blue L shirt805 white L If Quantity Tracking is enabled the program is capable of keeping track of the quantity for each of the Item_Nos and warning you when restocking is necessary To add a New Item Cait Products Panel Tar ae h ha C r ak Pare herm Enter the Item number in the box labeled Add a New ltem Item numbers should not have spaces or invalid characters Invalid characters include amp Click Submit Now Enter the Item Name The item name can Item_Mo Item_Name Category Matrix _ Plaster Manufacturer Brand Group Type Web Description Alt_Description Item Weight Retail fList Price yours Discount_Pricel Large Image Info Width 20 Height 07 IMAGE Type ms Thumb Image Info Width 20 Height 07 Type JAS YTO Sales Thum Image YTO Sales Count ick on image for Large Photo Lal Alber Pr mages NOT AVATLABLE sdfsad laa SINGLE i Help with Matrices 1 00 Discount Code Eligible Y n Y Qty Available Entered 2007 10 24 09 19 46 Updated View Product Detail Page contain spaces but refrain from using or in the item name Select the category the item belongs to Enter Optional field information Manufacturer Brand Group Type Enter a We2. e Secure e Efficient e Expandable A Comprehensive E Commerce Service for Online Merchants Powered by lt Pixelgate Networks Internet and Network Solutions 733 Lakefield Rd Ste A Westlake Village CA 91361 805 446 6254 www pixelgate net Welcome Welcome to the Website Administration for Pixelgate s PG Web Shop A powerful E Commerce and Web Store Management System In order to effectively setup your store you should first consider how you want to layout your store Consider that you are setting up a physical store If you have 3 shelving units each with 6 shelves how would you group your products For example if you were selling Wine you might put all your Red wines on one shelving unit and all your White wines on another From there you might split your Red wines up by type of wine e g Cabernet Sauvignon on the top shelf Merlot on the second shelf and Pinot Noir on the third shelf etc Although there are several different ways to accomplish this in your store one example would be to setup Red Wine as a Category and make Cabernet Sauvignon a Sub Category Give this process some thought even test it out in the store so that you are satisfied with the layout before entering all your products Logging in To PG Web Shop Your Login information is below Please keep this in a safe location so that others do not gain access to your account To login to the administration go to the URL provided below http www Us
3. Require Login for CHECKOUT If you want guest to be able to browse your store but still want them to create an account when they checkout set this to Y Otherwise leave it an N Cart Products Control Panel Let s start with Creation and Maintenance of your items or products as they will be referred to in this section Once you have decided how you will layout your products in your store you create them using the Products Cart Control Panel Select this Control Panel from the menu You will be taken to the main products control panel as shown Cart Products Panel Add a New Item C check box if this is Matrix Item_No Clone a New Item from an existing Item_No Modify an Existing Item Enter Iter Wo to Modify __ Product Listings List Items Item No List Items Item Name List Items Brand List MATRIX Masters only List SINGLE Items only List Out of Stock Items LT reverse Listing Order Enter a search string or leave blank for 4LL es e Listings in a Category Create Edit Categories LT reverse Listing Order Overview of the Products Control Panel Add a New Item Is used for creating Adding New Products to your Database See Some information about Matrices before adding your items Clone a New Item from an existing Item_No Cloning a New Item is a huge timesaver If you adding products that have several similiarities you can clone an item then change
4. Ifitis declined you may contact the customer immediately and complete the order Approved orders will take you to the Listing Pending Orders RED Orders are probably dupes View Order Void Order Bill _Lname Bill Email Rows 2 i Bill_Zi Zip Order_Total Total Order_Status Invoice Date fulfillment screen where you EOMER Morris abies alnass 43003 14 00 2007 06 05 12144106 will have the opportunity to change the order status Marri a Helzen Manual Order Processing sit Cohen lf you are processing your orders through a manual credit card system you will want to print your orders out gororrisinc wel cor khmnd321 hotmail corn 93105 carmrnsm yt yahoo com 33003 joel cohengciti com 2007 06 20 13 37 30 Fria 2007 O8 27 11 30 49 2007 08 26 20151154 07740 2007 09 26 13 44 37 Orders must be processed through the system within 7 days of purchase or credit card information will be lost Credit card information is removed after 7 days for security purposes Order Search Click on the Checkout Orders Control Panel You can lookup older orders or already processed orders by Order Number or by Name email Wii Cs Order hizk l Review New Orders To review all new orders you will use the bottom box By default the Order 101 CCPE
5. a registered wholesale buyer to active status Select the Login User Control Panel link from the main menu You will see a search box to find a specific user however at the bottom you will see a list users with the new registrants being at the top of the list Select the new user by clicking on their email address To make them active change the User Type to Wholesale 1 Change the Status to ACTIVE Click Make Changes to Database The user is now active and will be sent an email notifying them of their status change
6. type My block 3 text appears here in Block 4 type In final this is my block 4 text Page_Name events jsp Template template_defaultjsp b Note Templates start with template and end with jsp California Landscape Lighting Events Blocki Clear This Black Block1 lt b gt January 24 26th 2008 lt b gt The Association of Outdoor Lighting Professionals AOLP Annual Conference and Expo Details Held at the Chaparral Suites in Scottsdale Arizona and features a series of Seminars a trade expo and membership meetings for the association membership lt hr gt The page generator recognizes simple text formatting such as paragraph breaks When you hit enter on your keyboard this will insert a break For more advanced formatting you must know a little html I ve included some simple html formatting below to modify the page and make it a little more fancy To Bold text use the lt b gt lt b gt You will need to put the lt b gt in front of the text you want bolded and the lt b gt after the text you want bolded e g lt b gt October 31st Annual Halloween Party lt b gt Come to our annual Halloween Party on October 31st will display like this October 31st Annual Halloween Party Come to our annual Halloween Party on October 31st To add a line between blocks use the lt hr gt tag at the end of a paragraph Click on the button Make Changes to Database in order to generate the page The
7. ND Listing for DHOT 01 01 G00 to 2007 16 24 23 79 Billing n te balls BILLING colleen ballew blue pineapple 107 N Reino Rd 348 SHIPPING colleen ballew blue pineapple 107 N Reino Rd 346 Newbury Park C4 91320 Newbury Park C4 91520 Shipping Method Contact Data UPS GROUND Email colleen bluepineapple net Track Id Bill Phone 8053682274 Ship Phone 8053682274 Payment Information CoiVisa Po 4111111111111111 01 11 CHECK Fos 111 Last 4 CC Digits 1111 Auth Code Item SmE Price SubTotal E 15W CANDELABRA BASE F 15W CANDELABRA BASE eee LAMP LAMP 7 cc 0 Subtotal 1 50 Shipping 10 00 Sales Tax 0 12 Grand Total 11 62 Received 2007 09 20 20 15 26 IP 75 082 245 17 2 Likely From Fulfill this Order Open Orders Rowe d Tod Billing Eraail Subtotal Discount Shipping Tax Total jcolleen bluepineapple net 1 50 0 00 10 00 0 12 11 42 ee Page Total 11 67 Report Tatak 11 62 Open Orders Only checkbox is selected with a YTD daterange If you are processing your orders regularly this should be sufficient to pull up your most current unprocessed orders Click Submit You will see your open orders listed To view the full order Click on the Order number in the first Column This pulls up all the order detail as shown to the left From here you can change the status on the order You can also select Print Version to print the o
8. Product Panel Return to Top of This Panel Return to Admin Select Return to the Top of this Panel to add additional Categories Category Madea Lighting the product_images Directory Dae l Z Greate SubCategory NOTE If you are ready to start adding your large wnage for this tem No parent Key ani da kaiota l N products to your store read the next ait ici b i section first to decide if you are going to scription z use Matrices with your items Status kai Make o thumb image out of CATEGORY _Hadeo Lighting jpg Size in Pixels 60 Modify Settings Return to Top of This Panel Alt_Template hadco_wew_se arch sp Return to Cart Product Panel Return to Admin Some Information About Matrices Entered 2007 09 07 I Lpdated 2007 10 02 0 Item No s are normally a SINGLE Item_ No with its own characteristics Each Variation of that item normally has its own ltem_No and thus traditionally you have to re enter the same data for each variation If you have lots of variations that can be quite time consuming The Pgwebshop has a feature that group like products all with the same base Item_No into what we call a Matrix Choose AMatrixis composed ofthe Matrix Master item and allthe options sizes colors materials ceil ces etc associated with it Size BLACK Small Quantity BLACK Medium Price sora Remember all items within a Matrix have the same price description image etc Add Te WHITE Small
9. The default logo for the PG Web Shop is the Pixelgate Logo However you can change the logo to a file of your choice by selecting Upload your own Logo file here Find the file using the browse box Then click on Select a File and then click This Button Preview the image and if it is correct click Make this Image your Logo You should see a message that states Your Settings have been updated Click here to return to Panel Set Your Storefront Page For some users your storefront may be your index page If this is the case enter the index page here or enter the relative link to the page that is your designated storefront SSL Cert This tells you if your Secure Certificate has been installed AND activated If this shows N Contact Pixelgate to have your Cert activated Allow Updating of Components This defaults to Y It is a good idea to leave this setting as is When software updates are made your store will automatically check for these updates in run a brief install whenever you select a module that has updates ready Require Login for PGCART shopping If you are setting up your store to require a guest to have an account with you in order to shop you would change this to Y otherwise leave it N so that guests may browse your store without creating an account Guests will use Quck Checkout when purchasing Which means their information will be stored as an order and they will not be created in the User Login database
10. and only the Matrix Master will show up in a search You can only adjust the Available a Qty and Reorder Qty both are used if you want to limit search results to items with a quantity of one or more Typically when a Matrix Item is displayed to the customer The Master item is shown with all the options listed in a pull down menu This is configurable if you want other display methods radio button etc By default we support three different types of groupings Color Size and a generic Options group for such things as Materials accessories etc You can use one or all three of the groupings Although Color Size or Options are the most common groups Some types __ Options_Group ne of stores find it more convenient to a Small Medium eo a work with another type of Group We 77 therefore have to ability to create an ALIAS label for each of the stock groups Thus a jeweler may choose to change the Color Label to Metal Type and the Control Panel will show the label Metal Type and Metal Type Group wherever Color or Color Group used to appear To enable Matrices you fill in the appropriate Group with each available option separated by a colon Options must not have spaces or dashes They should be alphanumeric letters and numbers only 14 b If you must have two words separate them by an underscore _ or use Capitalization to differentiate For example suppose you hav
11. are using Matrices you Gs rnae aiis have the option of selecting only the Matrix Masters or the Single Records You can also pull only your Out of Stock Items Click Reverse Listing Order to list your items in Descending Order otherwise leave blank to list in Ascending Order rs re liy ere Pree be AS ale Yeas oi ee 4 Hm s d r Kelir Pp eek eee L kevaria one rte Eel dee et ae bees cloak a AL aT eee ey In the Box you can enter a search string e g if you want only items that contain BL enter this in the box Click Submit ltems appear in a listing showing the thumbnail image Item No and other item information To preview what the item looks like to your visitors click the thumbnail image Cart Products Panel Listing Item_Mo Rows 1 20 Revie Modify Item No Item Mame Category Matrix Master Retail Price Oty Avail Last Update oo ps f EES E o o BE oe ae po BE WINDOW PLATE FOR 39 B VERDE SINGLE 0 0 1 2007 10 01 15 28 03 k To modify the item Click on the Item number Make changes as before and click Make Changes to Database to save your changes List items in a specific Category Se TELC Bua Catena You can list items in a specific Category by selecting that l category in the drop down box then click Submit ce gee ae Order Control Panel Checkout Orders Control Panel Lookup an Individual Order by Order_No To manage y
12. ation you have the option of making a clone of that page There are two ways to clone a page From the main Page Generator panel you can enter the name of the page you want to clone include the file extension and the enter the name of your new page Then click submit The new page is created with all the same text as the cloned page The second way to clone a page is to List Pages then select the modify link on the page you want to clone At the top you will notice 3 radio buttons that give you the option to Delete Clone Rename the page Select Clone and enter the name of your new page Click Submit Query Delete a Page To Delete a page either using Modify an Existing Page or List Pages to bring up the Edit Screen Select the DELETE this page radio button and click Submit Query Regenerate Your Existing Pages If you modify your template page the changes will not show up on your Generated pages automatically Generated pages are static and not dynamic To perpetuate your template onto your Generated pages select the Regenerat Your Existing Pages button This will prompt the system to recreate each of your Generated pages to include the changes to the template User Login Management There are several ways to manage the customers on your website You can allow quick buy status which doesnt require a login You can require a login if you sell a product that creates repeat customers so that their information is stored and acc
13. b Description This is the detailed information on the item that will show up on the front end when the item is selected Alternate Description can be used for more detailed information if required For this example we have used it to add an html link to the manufacturer s website Enter the item weight if you are calculating shipping by weight otherwise enter 0 Enter the Retail List Price Enter a discount price if applicable Quantity Available is used if you want to track a specific number of items in your inventory Leave the default to 1 if you are not tracking inventory Click Make Changes to Database If you want to upload an image associated with this item Modification Completed Select Make additional changes to Item No XXX gt _Litiake additional changes to Item No 13 PAZ If you are finished use the navigation to return to Top of E Modify Settings Category Panel J Global Utilities E Return to Top of This Panel Return to Admin f This Panel to enter another item or Return to Admin to go back to the main menu To Upload an Image Once you select Made additional changes you are taken back to the item detail screen At the top of the detail screen is a thumbnail for No Image Available below that is a link Click on Upload Alter Product Images You are taken to the Image Upload Screen as shown here Click on the Browse button to find the image on your local mac
14. e an item with different materials and you need the following options Cloth Leather Textured Vinyl In the Options Group you put in the following Cloth Leather TexturedViny or Cloth Leather Textured_ Vinyl If you just HAVE to have that space display in the web page you could use the 20 HTML command but that means you see the 20 in all your Item_No reports If you aren t using a particular grouping then simply leave it blank To clear out a grouping just put in a space Matrix Example You sell a shirt with an 805 logo Your base Item_No may be simply shirt805 to indicate the Matrix Item_No If the shirt is available in three colors Red Blue and White then you would fill in the Colors Group with red blue white and leave the other groupings blank while filling in the rest of the data such as Price Weight and Descriptions and uploading your image When you have updated the Master Item then you are given the option of generating the Matrix for the Base Item If you click on that link the program will automatically create a unique Item_No for each of the options you have provided The format used is the Matrix Item_No with dashes to separate out the options Thus in our example above three Matrix Items would be created shirt805 red shirt805 blue shirt805 white If you also had filled in the Size with S M L representing Small Medium and Large then a total of 9 items would be created shirt805 red S shirt805 blue S
15. ername Password Website Administration Menu Once you have logged in you will be at the main Administrative Page as shown here Page Generator Control Panel Menu Overview Cart Products Control Panel Checkout Orders Control Panel Discount Coupons Control Panel Page Generator The Page Generator Control a na Panel is a powerful tool for Web Designers Using a DashBoard pre defined template you can create pages on the General Config Panel fly and maintain your own content Products Cart The Products Cart Control Panel is where you manage your Store Items With the ability to Add Modify Delete Product items and build diverse matrixes of your products as well as build your Category Structure and set the configuration of how your store manages your items Orders Checkout The Orders Checkout Control Panel is where you manage the Checkout Process including Shipping Settings Billing Settings Management of your orders is easy with built in reporting and the ability to Fulfill and provide a shipping tracking code to your customers Discount Coupons Run a Special on one or all of your products Setup special codes to help track your Marketing Campaigns effectiveness or to clearance items and make room for new inventory You set the code and decide how to communicate it to your customers They redeem it at checkout Users Login You can setup your store to provide your cust
16. essible to them when they return and you can setup Wholesale buyers to have specific pricing Your Look For User Login Database add a New User O mo dify an Existing User List PENDING Logins List Search Email OList Search Name When Adding a administrator will help you to setup your cart the way that New User above works best for your customers Setting Up Wholesale buyers enter the new users email here When you allow wholesale buyers to purchase your Email Type Last Order Last Order Date LastLogin products with different pricing then the general public s a peor cean 20 98 28 Boar aes pee they will go through a registration process Once they fill n n tag even ness out their registration information their account goes into a Return to Admin Email Finame nothikethere lt t yshoo caom Test Emam Title Company Address 1 Address City State Zip Province Country Phone Pax Terms Me 555 anyetreet anytown ae 91320 US 15551212 Password User Type User Message i hestrny pel Catalog 0 w ofe SA and P for tine breaks Status Email Mailing List PENDING N e Modify Settings enh Return fo Admin pending state You will have to approve them before they can actively purchase items from your website You will receive an email notifying you that someone has registered as a buyer To change
17. hine Once you have selected the image click Select a File and Submit You will be taken to a preview of the image and have the option to create a thumbnail Click on Make a Thumb Image Once the thumb is created use the navigation to go back to the Cart Panel To Modify an Existing Item If you know the Item Number of the item you want to modify enter it in this box Item numbers are case sensitive and must Item No testmatrix Modify Item No testmatrix Large Image Info Width 0 Height 107 Type JS Thumb Image Info width 0 Height 107 Type JS AVAILABLE Thumb image Chek on Image for Large Photo Upload a JPEG jpg GIF gif or PNG png image for this item to the product_images Directory Use your large image for this Item_No and this program will rename and convert the image to testmatrix jpg Note If the original image you are uploading is 4 GIF make sure that it does NOT have a transparent layer That wil fail when converted to JPEG selecta File and Submit Make a thumb image out of testmatrix jpg biidik an FeisAny Mori E ot ham 4 AB be entered exactly as they are in the database _ Click Submit Fer Make the changes to the item Click Make changes to Database List all Items In the Product Listings box select the radio box of how you want your items sorted You can sort them by Item T Lis aia aR No Item Name or Brand If you
18. n select Click Here to Review the Page to see your changes Again depending on how your template is layed out you will see the text you typed on the page Modify an Existing Page You can use Modify an Existing Page to pull up an existing page if you Know the exact name of the file Otherwise use List pages option to select from your entire list of pages to modify and follow the same instructions below to edit your page List Pages Created in the Page Generator Go down to the List Pages and click Submit to Page Listing for list all your Generated pages In the listing you ALL will see any pages that were created using this Rows 1 25 module Review Modify Template Last U pdate jevents jsp events jsp California Landscape Lighting Events template_default jsp 2007 10 23 09 31 26 To See the page on your website click on the link in the Review column Use the back button to go back to the listing Return to Menu Modify Settings Return to Panel To modify an existing page click on the link under Return to Admin the Modify column From here you will again see the 4 blocks of information included on the page Make your modifications according to the same instructions under Add a New Page Then make sure to scroll to the bottom and Click Make Changes to Database Clone an Existing Page If you want to create a page that is very similiar to an existing page without re entering all the inform
19. omers with the ability to Create accounts for return visits Manage your users through the backend Setup different types of customers such as retail or wholesale Dashboard A great overview tool to see where your store may be dropping customers Analyze your shopping process to see how many customers complete orders and how many abandon their carts and at what point The Dashboard is a wonderful analytical tool to help you work out your site inefficiencies Includes Traffic Statistics General Configuration Setup your General information such as the logo that appears in the Administration view of your store and the storefront entry page whether you require Login to use your store or now Setup Auto Updates to keep your software up to date Navigating the backend At the bottom of each screen and at the top of some screens F Modify Settings Category Panel Global Utilities are navigation links You can move about in each of the Return to Top of This Panel Return to Admin modules or back to the main admin by using these links General Configuration Select the General Configuration link from the Main Administration Menu This will take you to the Configuration Panel Program Cart Table Width If you have a template or Autohandler file that is used by your store this is where you will define the Table Width of the table that your store information will be dropped into Define the width in Pixels Common Logo for PG Apps
20. our orders you will be using the Checkout Orders Control Panel Before your start you must know the process of which you are going to manage your orders mane If you are using a credit card processing service that is integrated with your shopping cart you will need to go in every day and Settle Credit Card Transactions This is called Batch processing and is much more efficient than real time processing The reason being if a customer purchases real time and their card is declined they are likely to never complete PEEN V the order Batch processing takes them through the todays Orders ClmMTD orders entire order process and allows you the merchant to batch process at the end of the day giving you the opportunity to contact them if there is a problem with their credit card Batch processing is not an efficient ae Modify Settings Category Panel Discount Coupon Code Panel method if you are receiving hundreds of orders a Return to Top of This Panel Return to Admin iti panim ie Ton st This Pansi Loe adoun day but for the small business merchant it is more effective in retaining orders Batch Order Processing To Batch Process as described above select Settle Credit Cards at the top of the Order Control Panel Click on the Charge button in the black box associated with the order This will process the order through real time and you will know immediately if the order has been accepted or declined
21. rder or select Packing List to print the Packing List to include when you ship the order The last item you can do is to fulfill the order Fulfill Orders Once you have printed the order you can select to fulfill the order from this screen by clicking on the Fulfill this Order link at the bottom Fulfilling the order will send an email to the customer to let them know that the order has been processed You can also enter the Shipping Tracking Number of the order which will be included in an email to the customer if you like To send the email click Submit Select Return to the Top of this Panel and continue You will notice the order just processed no longer appears in the listing Window Page Generator Control Panel Endless Pages anel Fullfillmment Email Notice Order 101 Current Status CCPEND Order 101 is marked as still open CCPEND If you know that the Credit Card has cleared or you have received a check then go ahead and the Order Status will be marked as SHIPPED Send Confirming Email to cofeen biveoinesople net Shipped via WIPS GROUND Tracking Number if left blank no mention of Tracking Id will be on email Modify Settings Category Panel Discount Coupon Code Panel Return to Top of This Panel Return to 4dmin The Page Generator allows you the flexibility of managing content on your website pages given that your website has been setup using the Page Generator This tool pu
22. the fields that are different such as price Modify an Existing Item If you Know the Item_No of the product you wish to modify you can enter the item number in this section and it will pull up only that record Product Listings Select by List all your items sorted by a particular field List only Matrix items OR only Single items There is also an option to list only out of stock items Listings in a Category Used for Managing your Categories adding new editing or listing all the products in a particular category The best place to start when entering your products is Categories Creating Categories If you plan to use Categories setup your categories first by clicking the Create Edit Categories Link in the Listing in a Category box This will take you to the Main Categories Screen as shown here Add the Category Name in the box Add a New Category Click Submit Product Categories Control Panel Once you add your new Category you are then taken to the Category Detail view you can add subcategories Subcategories are children under the parent category You may add a Category Description and upload a category image Once you are satisfied with your category creation Click Make Changes to Database Delete This Category Yow Large mage l Upload a JPEG jpg GIF gif or Category Key 7 PNG prg image for this item to d Reverse Listing Order Modify Settings Return to Cart
23. ts the ability to keep your Add a New Page Modify an Existing Page Enter Page Name to Modify Clone an Existing Page Enter Page Name to Clone web pages fresh and new back in your hands To use the Page Generator you may need to know a little html Of course you can use it regardless however to bold text or add a link a very basic knowledge of html is helpful Select the Page Generator Control Panel link from the main menu This will bring you to the main panel of the Page Generator There Enter Wew Page Name Enter a search string or leave blank to List All Pages are 5 main sections to the Page Generator Add a New Page Modify an Existing Page Clone an Existing Page List Pages Regenerat Your Existing Pages Regenerate Your Return to Panel Existing Pages Modify Settings Return to Admin Adding a New Page To add a page you must first name it All page names require the file extension jsp in order to utilize the template that has been setup for that page For instructional purposes we will create a page called testpage jsp Type testpage jsp in the box and click Submit This will bring you to the Update Page Depending on how your template is setup you have 4 blocks of text that you can edit on the page plus the title In the title box type My Test Page In Block 1 type This is the block 1 text that will go on my page in Block 2 type This is the block 2 text in Block 3
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