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1. Warranty Browser option Click on the Q add new icon to add a new warranty The following is a reference for each of the fields in the warranty window Name Name Enter the name you will use for this warranty Description This field will be used on your web store Description Enter a brief description for this warranty This field will be used on your web store Dealer Days Enter how Dealer Days Small Image many days the warranty is valid Manufacturer Days Large Image Small image You can upload an image that corresponds to this warranty by clicking on the Images button below Manufacturer Days Enter Images Save how many days the manufacturer supports the product Large and Small Image You can upload an image to the Image Browser that corresponds to this manufacturer by clicking the Images button Restocking Fee Enter any restocking fee percentage if it applies to this product Restocking Fee 3h Click on Save to save your information and close the Warranty window Packaging The next step in setting up your catalog of products is to enter the different packaging types for the products you sell Some examples of packaging types include Retail Box OEM or Bulk Open the Poseidon Administration Window and mouse over the Inventory icon Select the Packaging Browser option Click on the E add new packaging icon to add a new packaging type The following is a reference for each of the fiel
2. Offset defines how many labels to skip before rendering Print the first barcode label This allows you to reuse sheets of Avery labels that are only partially used If the first 8 f labels on a sheet are used set your Offsetto 8 and the MAMMA labels will begin printing on the 9th label P0000011 Height adjustment can be a positive or negative number representing how many pixels up or down to move the top margin This is useful for some printers that do not align the barcodes to the Avery labels properly Checking Stock Status To check the stock status of all products attached to this sales order click on the y stock status icon to open the Stock Status window A list of all products attached to this sales order will be shown along with their current stock status Specifying a Shipping Address To change the shipping address click on the Select Address icon to open the Select Address window This window will display all shipping addresses associated with your selected customer If the shipping address is shown in the results list select the appropriate address and click the OK button to attach this shipping address to the Sales Order If the desired shipping address is not shown in the results list click on the Badd Address icon to open the Address window Enter the customer s shipping address information and click the Save button to add the new customer shipping address to the database The new shipping address will be displa
3. ceti reed eee ee ence eda eT dre Eo ee uve ded 34 Adding a Product to the Purchase Order 34 Selecting a Shipping ServiGe iei eiie Led cete E te o Ux HAIR Der Ld deg Ud ascia asd gebe d dd sues 34 Payment Method Selection eise eere hath RR REEL Ren RR RE RR Rda 34 Purchaser Selection err acp id cedunt 34 References Fields ax ut antro etanol ntis ao 35 Handling i r 35 PaytITments ceo ice ette Oa tam a TO tal E sx tg ria desta nas eave e dee 35 Creating Purchase Invoices sssssssssseeseeeeeneeen nennen nnne nnne nennen rennes 35 Sales INVOICCS 36 PTI Gorey CEDE 36 Mere 36 Serial NUMDETS cassette O A 36 Checking Stock Status scene esl dee dd e e Le YE e aes 36 Creating Shipping Labels eerie ret entertain Eee Rn ennt d 37 xe EE 37 Customer Returns isisisi esanian ia aN A SAAE AN EERON AETA Eara ENER N ETASAN ET 37 Creating a New Customer RetumM deseru nsin rr aae E E a aa SE A EA 38 Printitig ote ep E E N E OH DE 38 Meca EET 38 Attaching a Customer it entere Lene ene dee ale e ET du dee c e 38 Serial NUmbb68rs cad tl tutem essc remet ete eoe epe o ev eura te rese edad 38 Checking Stock Stats omita t Ge p tete D P date 38 Specitying a Shipping Address etc E A EA A REI ERE ea dO Eee 38 Modifying the Order Date
4. Document Payments A document payment is a credit that can be applied to the document Poseidon maintains an accounting of balance between order invoice return and credit documents Date Time Payment Type Merchant Account Payment Amount Auth Click on the Document Payment selection icon to open the Document Ey 4 Payment Selection window Any documents that can be applied will be listed Select the the desired document and click OK to close the Document Payment Selection window Click OK in the Payment window to apply the Document Payment 30 Purchasing Poseidon streamlines purchasing procedures by maintaining vendor contacts purchase history vendor credits payment history and auto generating purchase orders for inventory items A vendor is a business from which you purchase the products that you sell to your customers A Purchase Order is a documented request made to a vendor for products or services Purchase orders are assigned an order status based on their stage within the order process There are four different purchase order status types 1 Canceled A canceled purchase order is no longer valid Canceled purchase orders will no longer be processed and products attached will not be counted as on order when inventory status is checked After some time the canceled order number will be recycled into the system and used for a new sales order or purchase order document Modifications can be made at any time to a cance
5. ooonoooccccnnnoccccnconccoccnconnnonccnnonnnon cnn conan nennen nn cnn rr enn nnn nnn nnne nennen 39 Setting the Due Date ore pee edit ede ette odere cdi vecina 39 Changing the Order Status etc eoe ie e e E e e 39 Adding a Product to the Customer Return sssssseeennmeeenn nennen 39 Selecting a Shipping Service eoe in eds nen tee ee Hiei ee neg erra le Due eth 39 Payment Method SelectiON oooooocccccnnnnncccnnnnoccccccnononcnocnnnnnncnnnnnnonononnnnnnnncnn nan nn cnn nnanencnnnnnnns 40 Sales Rep Selectividad nin e a de 40 PO Number Reference Field ensa aee aeina anii eost ceret ers Tuis see tatg sd 40 Handling E6e etcetera tociens nee Dome fedens m aee de esr 40 Creating Customer Gredits 5 ettet derent e nene nd Eae Re Et Kp E 40 Customer Credits 5 ene eerte eterni n Een 40 PPrititig dioe ee DEI E Em LM NU M E O 41 ecc ES 41 Serial NUMIDO S iniit aed a hel eo eet 41 Checking Stock Stats ciet imei ii a Acted EORR 41 Payments c pU A A A A e 41 Welcome Welcome to Poseidon a product of over four years of development and seven years of research Poseidon has been created from what has been learned from hands on experience with running managing and maintaining e commerce businesses dealing with hundreds to thousands of transactions per day Poseidon gives you the tools to run you business efficiently and successfully At Sonicode we believe our success is entirely inves
6. 39 Payment Method Selection To change the desired payment method click on the 89 payment method icon to open the payment method selection window Select the desired payment method and click the OK button to attach the selected payment method to the customer return and close the payment method selection window Sales Rep Selection To change the sales rep click on the 2 sales rep icon to open the sales rep selection window Select the desired sales rep and click the OK button to attach the selected sales rep to the customer return and close the sales rep selection window PO Number Reference Field The PO Number field is a customer reference that will appear on printed customer returns and credits This field can contain any information at the customer s request Handling Fee Changing the Handling fee is as simple as clicking on the Handling field and entering a new value Once modifying this field the order total field will change to reflect the new amount Creating Customer Credits Customer credit creation signifies completion of a customer return and receipt of the returned products or services from your customer Since returns may be credited one product at a time multiple customer credits can be created from a single customer return A customer credit is a final record of a customer return transaction To create a customer credit you first must open a customer return Products that will be credited must be attached to the cust
7. and easily make a transition from one merchant account to another with a better discount rate A payment gateway is a service that gives merchants the ability to perform real time credit card and check authorizations from a web site over the Internet The payment gateway connects your website directly to your merchant account Poseidon currently supports Authorize net Verisign Payflow Pro USA ePay and Linkpoint payment gateways Open the Poseidon Administration Window and mouse over the Management icon Select the Merchant Account option to open the Merchant Account Browser Click on the Q add new icon to add a new merchant account The following is a reference for each of the fields in the merchant account window Name Enter the name of your merchant account provider Name Discount Rate Enter the percentage that your merchant account charges for each Discount Rate Volume Cap transaction If you have multiple merchant accounts Gateway Type Gateway Login Poseidon defaults to T processing transactions using the most cost effective Gateway Key none Gateway Password merchant accounts first Poseidon moves on to the next cost effective merchant Contact First Name Contact Last Name account when the volume cap of the first is exhausted i Volume Cap While you may Support Phone Contact Email view each sale as a step toward success merchant account providers view each and every transaction processed as a
8. button to save your new vendor and close the vendor window Purchase Orders To create a new purchase order open the Poseidon Administration Window and mouse over the Purchasing icon Select the Purchase Order Browser option Creating a New Purchase Order Click on the E new purchase order icon to open the purchase order window All new purchase orders are created with quote order status Once the new purchase order is open start by attaching a vendor Printing To print a purchase order click on the print icon You will be prompted with your web browser print dialog Adobe Flash Player 9 or greater is required for purchase order printing 32 Notes To add or modify notes pertaining to a purchase order click on the e notes icon to open the notes window Enter your info into the notes field Check the Popup on document open checkbox if you want the notes field to popup every time this purchase order is opened Attaching a Vendor If the vendor already exists in the database click on the select vendor icon to open the select vendor window Search for the existing vendor select the appropriate vendor and click the OK button If the vendor does not already have an account in the database click on the de add vendor icon to open the vendor window Enter the vendor information and click the Save button to add the new vendor to the database and attach the new vendor to the purchase order Serial Numbers icon to open t
9. icon You will be prompted with your web browser print dialog Adobe Flash Player 9 or greater is required for customer return printing Notes To add or modify notes pertaining to this customer return click on the e notes icon to open the notes window Enter your info into the Notes field If you want the notes field to popup every time this customer return is opened check the Popup on document open checkbox Attaching a Customer If the customer already exists in the database click on the S Select Customer icon to open the Select Customer window Search for the existing customer select the appropriate customer and click the OK button If the customer does not already have an account in the database click on the amp Add Customer icon to open the Customer window Enter the customer s information and click the Save button to add the new customer to the database and attach the new customer to the customer return Serial Numbers To view all serial numbers associated with this customer return click on the w serial numbers icon to open the Serial Numbers window 26 To print all auto generated serial numbers in the list click on the print icon from the Serial Number window Serial numbers should be printed on Avery Label 5267 or compatible label sheets Offset defines how many labels to skip before rendering the qe first barcode label This allows you to reuse sheets of Avery labels that are only partially used If the
10. icon to create the invoice The sales order document will close and the sales invoice document will be displayed 35 Sales Invoices Since a Sales Invoice is a final record document not much can be modified besides notes payments and creation of shipping labels Printing To print a sales invoice click on the print icon You will be prompted with your web browser print dialog Adobe Flash Player 9 or greater is required for sales invoice printing Notes To add or modify notes pertaining to this invoice click on the e notes icon to open the notes window Enter your info into the Notes field If you want the notes field to popup every time this invoice is opened check the Popup on document open checkbox Serial Numbers To view all serial numbers associated with this sales invoice click on the IN serial numbers icon to open the Serial Numbers window To print all auto generated serial numbers in the list click on the print icon from the Serial Number window Serial numbers should be printed on Avery Label 5267 or compatible label sheets Offset defines how many labels to skip before rendering the first barcode label This allows you to reuse sheets of Avery labels that are only partially used If the first 8 labels on a sheet are used set your Offset to 8 and the labels will begin printing on the 9th label Height adjustment can be a positive or negative number representing how many pixels up or down to move the
11. the Category window Products Now that you have added the required related items such as categories manufacturers and packaging types you can enter the products that you will offer for sale A product is any tangible item or service that you will sell or distribute to your customers or clients Products can be either Inventory or Non Inventory items Barcoded serial numbers will be generated for each individual Inventory item when it is received on a Purchase Order from a Vendor Non Inventory items are usually services or items with no associated cost Click on the E add new product icon product window e Name Enter the name you will use for this product This field will be displayed on your web store Description Enter a brief description for this category This field will be displayed on your web store Categories Select multiple categories that this product belongs to Internal Code Enter an internal product code to help distinguish this product from other products you sell Inventory Type Specify if the product inventory will be tracked using serial numbers and barcodes Large and Small Image You can upload an image to the Image Browser that corresponds to this product by clicking the Images button The following is a reference for each of the fields in the Name Description Categories 3 5 Megapixels m 6 pm m Merchandising 7 Megapixels 8 Megapixels Extended 9 Megapixels Accessorie
12. to open the address window Enter the vendor s shipping address information and click the Save button to add the new vendor shipping address to the database The new shipping address will be displayed in the select address results list Select the new address and click the OK button to attach this shipping address to the purchase order Modifying the Order Date To modify the order date click on the 12 order date calendar icon to open the date selection window Click on the corresponding date and the date selection window will be closed and the order date will be updated 33 Setting the Due Date To modify the due date click on the 4 Due Date calendar icon to open the date selection window Click on the corresponding date and the date selection window will be closed and the due date will be updated Changing the Order Status If you would like to change the status of the order simply select the desired order status from the order status pulldown menu Adding a Product to the Purchase Order To add a product to the order click on the add icon in the products list to open the add product window Search for the desired product click the add icon in the results list for the product you are adding and click the OK button to close the add product window The product is now added to the purchase order document and the total cost of the order has been updated to reflect the changes To change the quantity of a product ordered cl
13. to the customer return Modifying the Order Date To modify the Order Date click on the 1 Order Date calendar icon to open the date selection window Click on the corresponding date and the date selection window will be closed and the order date will be updated Setting the Due Date To modify the Due Date click on the Due Date calendar icon to open the date selection window Click on the corresponding date and the date selection window will be closed and the due date will be updated Changing the Order Status If you would like to change the status of the order simply select the desired order status from the Order Status pulldown menu Adding a Product to the Customer Return To add a product to the order click on the OQ add icon in the products list to open the Add Product window Search for the desired product click the add icon in the results list for the product you are adding and click the OK button to close the Add Product window The product is 2 now added to the customer return document and the total cost of the order has been updated to reflect the changes To change the quantity of a product ordered click on the Quantity field of the desired product in the customer return products list and enter a new value The ordered quantity will be updated and the total price of the order will reflect the changes To give a discount on a specific product click on the Disc field and enter a new value The Disc fi
14. Price The calculated price of your product This field is read only Fixed Price If you do not want to calculate the price of your product based on cost markup enter a price directly into the Fixed Price field Web Active If enabled this product will be displayed on your web store On Special If enabled this product will be displayed on your front page or on a special web store location Free Shipping Specify a free shipping service that can be promotionally associated with this product Click on the OK button to return to the Product window Click on the Extended button to open the extended fields for this product The following is a reference of the extended fields in the product window Manufacturer Select the Manufacturer Manufacturer Part manufacturer that makes this Generic z product Manufacturer Part Enter Warranty Packaging the manufacturer part 30 Day Warranty w Retail Box a number for this product Warranty Specify what Weight Volume warranty comes with this product Packaging Specify what Minimum Stock packaging type this product has Weight Enter the weight of OK this product Accuracy of this field is important for real time shipping calculations Volume Enter the volume of this product in fractions of 100 Accuracy of this field is important for real time shipping calculations Minimum Stock Enter the minimum number of products in stock before the product should be reordere
15. Transfers or PayPal To apply an Other Payment type payment select an Other Payment type from the pull down menu enter an optional reference into the Reference field enter the dollar amount and click OK Document Payments A document payment is a credit that can be applied to the document Poseidon maintains an accounting of balance between order invoice return and credit documents Click on the Document Payment selection icon to open the Document Payment Selection window Any documents that can be applied will be listed Select the the desired document and click OK to close the Document Payment Selection window Click OK in the Payment window to apply the Document Payment 4
16. a bs SONICODE Innovation Through Automation poseidon eBusiness Suite User Manual Version 2 0 March 2007 Table of Contents WelCOMBC aursarandda aaa A A EHE MEER 5 Getting Stalin al CONO ls 7 General Settings e iii aiii 7 Merchant ACCOUN cec 8 Payment Metliods 7 a anaana SrA RA AAAA IANA KAEN ERNER E AEA ANAY ANARA IA RANAN EURA ine iria 10 SHIPPING SEV CES aaa a r Eaa aa aae Aa a O rx RUE Li e ea Die cree A Tk repete sae aar aa eaen a nS 11 Adding New Products oooooncccconnncocccncnonononnncnnonananconrnnanannnerennnaanans 13 IAS T 13 hinc 13 LIERIPIE ti IE CIR 14 Categor e 14 Products onini ree ecce rece e rai eae SEP Sere e duet E erc y Pk aranea rusa decas Dre iru 15 CUSTOMS A E 19 Sales Orders nero Does eere i rtr E eerie 19 Creating a New Sales Ordinarias Pe dienes Hi er PE ie Eod 19 Printitig 1r ebore metum 19 eic EE 20 Attaching a Customer c5 cte Fe t toe E RR AB E Rt ate enia Sie Po Redes 20 Senol le 20 Checking Stock Status iiie tierce d en ue ii 20 Specifying a Shipping Address nnne 20 Modifying the Order Datascrip niii an i dedere ee dcr nu a ne eei 21 Setting the Due Dates acc tele evt dpa HERE a 21 Changing the Order Status iiec deter e Eee eee deeb inves 21 Adding
17. a Product to the Sales Order ssssssssssssseeeeeeeen enne 21 Selecting a SHIPPING Service eiie lea e e epa Lon eder oe Ded e pet eset o a tede D eis del 21 Payment Method Selectos erreira enen rita epea AIA nn than nike knot RR RR 22 Sales Rep Selection e eeni ette REED prt pote es edes HUS e ne date ee Pes eas dub e guts 22 PO Number Reference Field ierit etr tete dense nre ihn ie ira haie tens 22 lalis neg 22 Pamana s eer E ERR ERR ERUTIERR ERU IUD ERRARE GIRO ERR 22 Creating Sales INVOICES iiO 23 Sales InVO CES 24 A 24 NOTES aii ieee iai aN A EEEN lei 24 Seral N mbers iia m a e et Ue 24 Checking Stock Status liec eiie e ci Ye TEES 24 Creating Shipping Labels eret rnnt reete ER ad 25 MINCE mE 25 Customer Retu rtis e teer pereant teen ha dere atiis 26 Creating a New Customer Return sssssssssssssseeeeeeeee emen nennen nene nnne 26 pcr 26 Attaching a Customer acota 26 Senol NUMDES rana lE 26 Checking Stock Status eiie cci erae eee ien aevo E n a TEENE 27 Specifying a Shipping Address sssssssssssseeenemeenen nnne nnne 27 Modifying the Order Date eina iot dee atri dro eta e desde e ec e ae 27 setting the Due Date uin REIR Aia 27 Changing the Order Status icis diee deae steer Re Ree
18. and close the payment method selection window Purchaser Selection To change the purchaser click on the 2 purchaser icon to open the purchaser selection window Select the desired purchaser and click the OK button to attach the selected purchaser to the purchase order and close the purchaser selection window 34 Reference Field The reference field is a customer reference that will appear on printed sales orders and invoices This field can contain any information at the customer s request Handling Fee Changing the Handling fee is as simple as clicking on the Handling field and entering a new value Once modifying this field the purchase order total field will change to reflect the new amount Payments To add a payment to the purchase order click on the sr payment icon to open the payment window There are two different payment types which are discussed below Other Payments Other payment methods are usually Cash Personal Checks Money Orders and Wire Transfers or PayPal To apply an other payment type payment select an other payment type from the pull down menu enter an optional reference into the reference field enter the dollar amount and click OK Document Payments A document payment is a credit that can be applied to the document Poseidon maintains an accounting of balance between order invoice return and credit documents Click on the document payment selection icon to open the document payment selection
19. any purchase invoice reflects the total balance due for that portion of the vendor s purchase order 31 Vendors To add a new vendor open the Poseidon Administration Window and mouse over the Purchasing icon Select the Vendor Browser option Click on the de add customer icon to open the vendor window The following is a reference for each of the fields in the customer window First Name The first name a of your vendor contact a Last Name The last name of your vendor contact Company The company Company name of the vendor Daytime Phone The phone Daytime Phone Evening Phone number where the vendor can be reached during the Fax E Mail daytime Evening Phone The phone number where the vendor can be reached during the evening Address 2 Fax The vendor fax number E Mail The vendor s e mail City State address y Address 1 The vendor s Zipcode Gunn street address United States of America m Address 2 The vendor s street address Set Password Save City The vendor s address city State The vendor s address state Zipcode The vendor s address postal code Country The vendor s address country First Name Last Name Address 1 Click on the e Notes icon to open the notes window and enter any additional information about the vendor Click on the Set Password button to display the password field and set the password for the vendor to login to your web store Click on the Save
20. ced This email is your confirmation with details about your order These details are listed below If you have any questions pertaining to your order please feel free to contact us at sales sonicode com You can return to Sonicode s web site located at http www sonicode com 24 hours a day 7 days a week to check the status of your order retrieve tracking information or receive product support All of us at Sonicode would like to thank you for the opportunity to provide you with leading products and unbeatable service Sincerely Sonicode Sales Team The Shipment Notification Email field is where you can specify a custom e mail message that is sent to your customer upon shipping label creation This message can contain custom elements such as customer name order number tracking number and company name Variables are used for each of these custom elements Here is an example of how to use these custom elements Hello 4 CUSTOMER_NAME A shipment for your order 0ORDER_NUMBER has been created The tracking number for your shipment is TRACKING NUMBER 5 Thank you Sincerely COMPANY_NAME Sales Team Click on the Purchasing tab to view Nac DN the purchasing specific general Purchase Order Inventory Area settings The Purchase Order M Inventory Area field specifies what Vendor Return Inventory Area Stock area serial numbers are veo on M transferred to after being received Purchase Order Message from vendors T
21. charges Getting Started Before you are ready to start accepting online sales there are a few steps you must first complete The following section is a quick start guide to get you on your way to harnessing Poseidon s powerful business automation features Configuration The first few steps to getting started with Poseidon involve setting up shipping services payment methods merchant accounts and other aspects of sales transactions will be handled General Settings Open the Poseidon Administration Window and mouse over the Management icon Choose the General Settings option Fill out the fields displayed in the Company Info tab of the General Setup window This company information will be displayed on your web storefront invoices and automated e mail correspondence Click on the Sales tab to open the sales specific general settings The Sales Inventory Area field specifies what stock area serial numbers are transferred to after being sold to customers The default setting for the Sales Inventory Area field is CUSTOMER OUT The Returns Inventory Area specifies what stock area serial numbers are transferred to after being returned from a customer The default setting for the Returns Inventory Area field is CUSTOMER RMA The default settings for these two fields should be adequate for most applications but can be customized at any time The Sales Order Message field is where you can define a custom messag
22. d This field is used while Auto Spawning Purchase Orders Click on the OK button to return to the Product window Click on the Save button to save your information and close the Product window Sales Poseidon automates almost all aspects of conducting sales and providing post sales support Managing customers addresses orders and shipments is simplified within a single web application and unified database A Customer is a person or business that purchases your products or services A Sales Order is a documented request made by your Customer for products or services Sales Orders are assigned an order status based on their stage within the order process There are four different order status types 1 Canceled A canceled Sales Order is no longer valid Canceled orders will no longer be processed and products attached will not be subtracted from the available inventory After some time the canceled order number will be recycled into the system and used for a new Sales Order or Purchase Order document Modifications can be made at any time to a Canceled order Quote A Quote is a sales document which reflects an estimated cost Products attached to a Quote will not be subtracted from the available inventory Quotes will remain in the system indefinitely until the order status is changed either to Canceled or Pending Modifications can be made at any time to a Quote Pending A Pending Order is an order that has been requested to b
23. dd icon to open the Add Credit Card window Enter the credit card details and click the Save button to save the credit card and close the Add Credit Card 25 window Select the newly added credit card from the Credit Card Selection window and click the OK button The credit card information will now be displayed in the payment window Select either an Authorization or Sale Credit Cards Transaction Type An Authorization will verify the funds are available from e earch Search Field the customer s credit card and place MEE UO them on hold A Sale will verify the funds and place them in the current NS batch for settlement and deposit to Search E your bank account Number Expiration To capture a previous credit card 411000000000111 01 08 authorization find the authorization in the payment list at the bottom of the Payment window Click on the a add icon to capture the full dollar B amount to be placed in the current your bank account Customer Returns To create a new customer return open the Poseidon Administration Window and mouse over the Sales icon Select the Customer Return Browser option Creating a New Customer Return Click on the y new customer return icon to open the customer return window All new customer returns are created with a quote status Once the new customer return is open start by attaching a customer to the new customer return Printing To print a customer return click on the print
24. dow Enter the customer s information and click the Save button to add the new customer to the database and attach the new customer to the customer return Serial Numbers To view all serial numbers associated with this customer return click on the i serial numbers icon to open the Serial Numbers window To print all auto generated serial numbers in the list click on the print icon from the Serial Number window Serial numbers should be printed on Avery Label 5267 or compatible label sheets Offset defines how many labels to skip before rendering the first barcode label This allows you to reuse sheets of Avery labels that are only partially used If the first 8 labels on a sheet are used set your Offset to 8 and the labels will begin printing on the 9th label Height adjustment can be a positive or negative number representing how many pixels up or down to move the top margin This is useful for some printers that do not align the barcodes to the Avery labels properly Checking Stock Status To check the stock status of all products attached to this customer return click on the y stock status icon to open the Stock Status window A list of all products attached to this customer return will be shown along with their current stock status Specifying a Shipping Address To change the shipping address click on the Select Address icon to open the Select Address window This window will display all shipping addresses associated with y
25. ds in the packaging window Name Enter the name you Name will use for this packaging type This field will be Description displayed on your web store Description Enter a brief description for this packaging type This field will be used on your web store Large and Small Image You can upload an image to the Small Image Large Image Image Browser that corresponds to this packaging type by clicking Images Save the Images button Click on Save to save your information and close the Packaging window Manufacturers Next you will need to enter the various manufacturers for the products you sell This will allow customers to search your web store by manufacturer a Click on the s add new manufacturer icon The following is a reference for each of the fields in the manufacturer window Name Name Enter the name you will use for this manufacturer This field will be displayed on your web store Description Enter a brief description for this manufacturer This field will be used on your web store Support Phone Enter the Support Phone Small Image support phone number for this manufacturer for post sales support Support E Mail Enter the support e mail address for this manufacturer for post sales support Large and Small Image You Images Save can upload an image to the Image Browser that corresponds to this manufacturer by clicking the Images button Support Web Site Enter the URL for thi
26. e applied will be listed Select the the desired document and click OK to close the Document Payment Selection window Click OK in the Payment window to apply the Document Payment PayPal Other Payment sta Reference Payment Amount 599 99 Document Payment Y Document Payment Amount Credit Card Discover Card Card Number e Expiration mm yy Transaction Type Authorization OK Date Time PaymentType Merchant Account Payment Amount Auth 22 Credit Card Payments To apply a Credit Card payment chose the Credit Card payment type and click on the amp Credit Card Selection icon to open the Credit Card Selection window If the desired credit card is listed o Credit Cards select the credit card and click the OK button to close the Credit Card rm Bosch Field Selection window The credit card information will now be displayed in the Payment window Search pe To add a credit card click on the O Number Expiration add icon to open the Add Credit Card A 4410000000014 tae window Enter the credit card details and click the Save button to save the credit a card and close the Add Credit Card Y window Select the newly added Selection window and click the OK button The credit card information will now be displayed in the payment window Select either an Authorization or Sale Transaction Type An Authorization will verify the funds are available from the customer s credit card and place them o
27. e fulfilled by a customer Any products attached to a Pending Order will be reduced from the available inventory until the document order status has been changed to Quote or Complete Modifications can be made at any time to a Pending order Complete A Complete Order has been finalized and is no longer outstanding in the system Products attached to a Complete Order will no longer reduce the amount of available inventory of that particular item Since Complete Orders signify a final record of the transaction no modifications can be made to a Complete Order once the order has been completed Completed Sales Orders will have one or more associated Sales Invoice documents A Sales Invoice is a final record of a Sales transaction Profit analysis and accounts receivable reporting is calculated from Sales Invoice documents Sales Invoices are associated with their corresponding Sales Orders Since Sales Orders can be partially fulfilled multiple Sales Invoices can be associated with a single Sales Order Any payment made on a Sales Order is applied to the Sales Invoice upon creation Balance due on any Sales Invoice reflects the total balance due for that portion of the Customer s order Customers To add a new customer open the Poseidon Administration Window and mouse over the Sales icon Select the Customer Browser option Click on the E add customer icon to open the Customer window The following is a reference for each of the fields in the c
28. e only partially used If the first 8 labels on a iaht Adjust sheet are used set your Offset to 8 and the labels will begin m justment printing on the 9th label gt as Print Height adjustment can be a positive or negative number representing how many pixels up or down to move the top 4 margin This is useful for some printers that do not align the WII Il Il Ili Il MEUM Il barcodes to the Avery labels properly UD M Checking Stock Status To check the stock status of all products attached to this invoice click on the y stock status icon to open the Stock Status window A list of all products attached to this invoice will be shown along with their current stock status 24 Creating Shipping Labels To create a shipment for a sales invoice click on the E ship icon to open the Shipping Window The shipping address and shipping service fields will be EXPRESS SAVER PACKAGE TUE automatically populated Simply enter the package o OL weight and click the Ship button The shipping label will TEST LABEL ADDRESS be generated and you will be prompted with your web mese ERE Sencar browser print dialog i TRK 0000000000 MIA t To cancel and void an existing shipment click on the Q 3C HSTA delete icon for the corresponding shipment in the shipment list Payments To add a payment to the sales invoice click on the payment icon to open the payment window There are three different payment types which are discus
29. e that will appear at the Company Info Sales Company Name Photo Zone Company Motto Digital Cameras Street Address 12345 SW 136th Ave Street Address City Miami Zipcode 33196 Phone 111 222 3333 Support Email sales sonicode com Info Email sales sonicode com HTTP Host poseidon sonicode com Force SSL No Purchasing State Flonda Country United States of America Fax 333 222 1111 Sales Email sales sonicode com Purchasing Email sales sonicode com HTTPS Host poseidon sonicode com Path To Imagemagick Convert w Vusr bin Save bottom of every Sales Order Sales Invoice Customer Return and Customer Credit Usually company policies and general warranty information is stored in this field The following is an example Thank you for choosing Sample Company If any of the products you received are missing damaged or incorrect please call us immediately at 1 111 123 4567 You must contact Sample Company within 1 business day from delivery to report any error in shipment Any defective products with manufacturer warranty must be returned directly to the manufacturer The Sales Order Confirmation Email field is where you can specify an automated e mail message that will be sent to your customers after they successfully place their order Enter whatever message you want to be sent to all of your customers Here is an example Your order has been successfully pla
30. ection window Sales Rep Selection To change the sales rep click on the 2 sales rep icon to open the sales rep selection window Select the desired sales rep and click the OK button to attach the selected sales rep to the sales order and close the sales rep selection window PO Number Reference Field The PO Number field is a customer reference that will appear on printed sales orders and invoices This field can contain any information at the customer s request Handling Fee Changing the Handling fee is as simple as clicking on the Handling field and entering a new value Once modifying this field the order total field will change to reflect the new amount Payments To add a payment to the sales order click on the a payment icon to open the payment window There are three different payment types which are discussed below Other Payments Other payment methods are usually Cash Personal Checks Money Orders and Wire Transfers or PayPal To apply an Other Payment type payment select an Other Payment type from the pull down menu enter an optional reference into the Reference field enter the dollar amount and click OK Document Payments A document payment is a credit that can be applied to the document Poseidon maintains an accounting of balance between order invoice return and credit documents Click on the Document Payment selection icon to open the Document Payment Selection window Any documents that can b
31. eld will automatically update to reflect the discounted amount The total price of the order will also reflect the changes To remove a product from a customer return click on the Q delete icon for the product you want to remove Selecting a Shipping Service If you would like to specify a shipping service click on the amp Shipping Service icon to open the Shipping Service Selection window Shipping Service Price Alist of available shipping services CMM Pls 0 00 will be displayed that are available UPS Next Day Air 68 68 Select the desired shipping service UPS Next Day Air Saver 61 74 and click the OK button to attach the selected shipping service to the UPS 2nd Day Ar 37 11 customer return and close the UPS 3 Day Select 26 47 Shipping Service Selection window UPS Ground 6 89 Once the window has closed the customer return will be updated and the Shipping field will display the cost of shipping If you wish to change the Shipping cost click on the Shipping field and enter a new value Payment Method Selection To change the desired payment method click on the Ed payment method icon to open the payment method selection window Select the desired payment method and click the OK button to attach the selected payment method to the customer return and close the payment method selection window Sales Rep Selection To change the sales rep click on the 2 sales rep icon to open the sales rep selection window S
32. elect the desired sales rep and click the OK button to attach the selected sales rep to the customer return and close the sales rep selection window PO Number Reference Field The PO Number field is a customer reference that will appear on printed customer returns and credits This field can contain any information at the customer s request Handling Fee Changing the Handling fee is as simple as clicking on the Handling field and entering a new value Once modifying this field the order total field will change to reflect the new amount 28 Creating Customer Credits Customer credit creation signifies completion of a customer return and receipt of the returned products or services from your customer Since returns may be credited one product at a time multiple customer credits can be created from a single customer return A customer credit is a final record of a customer return transaction To create a customer credit you first must open a customer return Products that will be credited must be attached to the customer return prior to invoicing To attach non inventory product simply click on the Attached field for the corresponding product rice Quantity Attached Shipr and enter the number of products that will be received by the customer go To attach an inventory product click on the Add Serial field and either scan or manually enter the serial number The attached field for the CEU corresponding product will update t
33. eng 27 Adding a Product to the Customer Return sssssssseeeeenmeeeennennnnnn 27 Selecting 2 SHIPPING Service certe ne eei opto e Dei Eee E eee pecore ee eder ndo 28 Payment Method Selection iecit inte En LR RR E danna 28 Sales Rep Sel6ectiOn intet et ipn teles bee Pe abt erc fesipze tete bete Pes ben e boots 28 PO Number Reference Field eiie denter n niente ca 28 Handing Foei ti IE 28 Creating Customer Credits tte ederet TO 29 Customer Credits iiec nisse ia 29 aiit A hs 29 Notes EIE 29 Serial nlsi 29 Checking Stock Stats eleison dep ase dont 30 Viu 30 P rcriasitid iiis oee acia cies cue a aa D T np 32 Purchase Orders i 32 Creating a New Purchase Order eiie nete reed RR RE RLRR Lo EC esed FERE Rura 32 MNT EE 32 ecc EET 33 Attachingsa Ven Off iter ere D elec dketua tea b rie I OTRO ROREM C MR ta 33 Serial Numbers 2 2 e eret tito Fe Mec e edocet e dose n dg n Pre REP EL 32d 33 Checking Stock Status idee UE ita 33 Specifying a Shipping Address sssssssssssseeeeen eene nnns 33 Modifying the Order Date iiiter crede de ree a Piae e E e dian 33 Setting the Due Djate 0 eren ette reset cade cea 34 Changing the Order Status
34. first 8 labels on a Height Adjustment sheet are used set your Offset to 8 and the labels will begin 0 printing on the 9th label sd i Print Height adjustment can be a positive or negative number representing how many pixels up or down to move the top 4 margin This is useful for some printers that do not align the WI Ili Ili Ili Il CU ll barcodes to the Avery labels properly P0000011 Checking Stock Status To check the stock status of all products attached to this customer return click on the y stock status icon to open the Stock Status window A list of all products attached to this customer return will be shown along with their current stock status Specifying a Shipping Address To change the shipping address click on the Select Address icon to open the Select Address window This window will display all shipping addresses associated with your selected customer Ifthe shipping address is shown in the results list select the appropriate address and click the OK button to attach this shipping address to the customer return If the desired shipping address is not shown in the results list click on the EZ Add Address icon to open the Address window Enter the customer s shipping address information and click the Save button to add the new customer shipping address to the database The new shipping address will be displayed in the Select Address results list Select the new address and click the OK button to attach this shipping address
35. he default setting for This is the purchase order message that will appear on all purchase documents the Purchase Order Inventory Area field is MAIN The Vendor Returns Inventory Area specifies what stock area serial numbers are transferred to after Save being returned to a vendor The default setting for the Vendor Return Inventory Area field is VENDOR OUT The default settings for these two fields should be adequate for most applications but can be customized at any time When you are done making changes click on the Save button to save your changes and close the window Merchant Accounts Accepting credit card payments with Poseidon is seamlessly integrated as a transparent transaction Your customers stay at your website during the entire checkout process If the credit card is declined or if the address on file does not match the customer is notified in real time and the order is not saved You will need a merchant account and a payment gateway to accept credit card payments A merchant account is a service provided by a bank or a third party processor on behalf of the bank to the merchant These services include authorization of credit cards settlement of funds through the bankcard associations MasterCard Visa depositing of funds to checking accounts merchant billing and account activity reporting Poseidon supports an unlimited number of merchant accounts This gives you the flexibility to shop for the best rates
36. he serial numbers window To print all auto generated serial numbers in the list click on the print icon from the serial number window Serial numbers should be printed on Avery label 5267 or compatible label sheets Offset defines how many labels to skip before rendering the first barcode label This allows you to reuse sheets of Avery labels that are only partially used If the first 8 labels on a sheet are used set your Offset to 8 and the labels will begin printing on the 9th label Height adjustment can be a positive or negative number representing how many pixels up or down to move the top margin This is useful for some printers that do not align the barcodes to the Avery labels properly Checking Stock Status To check the stock status of all products attached to this purchase order click on the y stock status icon to open the Stock Status window A list of all products attached to this purchase order will be shown along with their current stock status Specifying a Shipping Address To change the shipping address click on the select address icon to open the select address window This window will display all shipping addresses associated with your selected vendor If the shipping address is shown in the results list select the appropriate address and click the OK button to attach this shipping address to the purchase order If the desired shipping address is not shown in the results list click on the add address icon
37. hin the notes window After you have set up your merchant account click Save to save your changes and close the Merchant Account window Payment Methods Poseidon allows you to specify different payment methods and specify which are available on your online store as well as how to handle each payment The current payment types supported by Poseidon are Credit Card PayPal and Other Credit Card These transactions involve a merchant account and payment gateway Transactions are authorized in real time PayPal PayPal transactions can be web active to enable PayPal payments on your web store A PayPal account is required Other Other transactions include any payment method that doesn t require special handling by Poseidon Some examples of Other payment methods are Cash Personal Checks Money Orders and Wire Transfers Open the Poseidon Administration Window and mouse over the Management icon Click on the Payment Methods option to open the Payment Method Browser Click on the Q add new icon to add a new payment method The following is a reference for each of the fields in the merchant account window Name Enter the name of Name this payment method This value will also be used on your web store Payment Type Web Active Payment Type Enter the Other y No m payment type for this payment method How Merchant Account Cash On Delivery should Poseidon handle this None x No v particular payment method See ab
38. ice Handling Enter a flat handling rate that you want to be added to the base rate of this shipping service Delivery Days Enter how many days it usually takes from shipment to delivery for this shipping service Web Active Specify weather or not this shipping service will be available on your web store Description Enter a short description for this shipping service This description will be displayed on your web store Save Shipping services and their associated Service ID OT Fed Proy Ovemight Fedex Express 05 1 jFedExStandard Overnight FedEx Express 03 FedEx2DayAir____ FedExExpress Click on Save to save your information and close the Shipping Service window Adding New Products Before you can start selling your products online you first must enter them into Poseidon to be listed for sale on your web store Products are associated with various attributes such as manufacturer type packaging type and warranty type Before entering your products you should start by entering these associated attributes to ensure your product data entry is thorough and complete Warranties The first step in setting up your catalog of products is to enter your different warranties for the products you sell This information will be provided to your customers so they will know what support to expect should something go wrong Open the Poseidon Administration Window and mouse over the Inventory icon Select the
39. ick on the quantity field of the desired product in the purchase order products list and enter a new value The ordered quantity will be updated and the total price of the order will reflect the changes To give a discount on a specific product click on the Disc field and enter a new value The Disc field will automatically update to reflect the discounted amount The total price of the order will also reflect the changes To remove a product from a purchase order click on the O delete icon for the product you want to remove Selecting a Shipping Service If you would like to specify a shipping service click on the E shipping service icon to open the shipping service Selection window A list of available shipping services will be displayed that are available for the destination shipping address Select the desired shipping service and click the OK button to attach the selected shipping service to the purchase order and close the shipping service selection window Once the window has closed the purchase order will be updated and the shipping field will display the cost of shipping If you wish to change the shipping cost click on the shipping field and enter a new amount Payment Method Selection To change the desired payment method click on the i9 payment method icon to open the payment method selection window Select the desired payment method and click the OK button to attach the selected payment method to the purchase order
40. icon in the results list for the product you are adding and click the OK button to close the Add Product window The product is now added to the customer return document and the total cost of the order has been updated to reflect the changes To change the quantity of a product ordered click on the Quantity field of the desired product in the customer return products list and enter a new value The ordered quantity will be updated and the total price of the order will reflect the changes To give a discount on a specific product click on the Disc field and enter a new value The Disc field will automatically update to reflect the discounted amount The total price of the order will also reflect the changes To remove a product from a customer return click on the Q delete icon for the product you want to remove Selecting a Shipping Service If you would like to specify a shipping service click on the amp Shipping Service icon to open the Shipping Service Selection window A list of available shipping services will be displayed that are available Select the desired shipping service and click the OK button to attach the selected shipping service to the customer return and close the Shipping Service Selection window Once the window has closed the customer return will be updated and the Shipping field will display the cost of shipping If you wish to change the Shipping cost click on the Shipping field and enter a new value
41. ime this customer credit is opened check the Popup on document open checkbox Serial Numbers To view all serial numbers associated with this customer credit click on the i serial numbers icon to open the Serial Numbers window To print all auto generated serial numbers in the list click on the _ print icon from the Serial Number window Serial numbers should be printed on Avery Label 5267 or compatible label sheets Offset defines how many labels to skip before rendering the first barcode label This allows you to reuse sheets of Avery labels that are only partially used If the first 8 labels on a sheet are used set your Offset to 8 and the labels will begin printing on the 9th label Height adjustment can be a positive or negative number representing how many pixels up or down to move the top margin This is useful for some printers that do not align the barcodes to the Avery labels properly Checking Stock Status To check the stock status of all products attached to this customer credit click on the o Stock status icon to open the Stock Status window A list of all products attached to this customer credit will be shown along with their current stock status Payments To add a payment to the customer credit click on the gt payment icon to open the payment window There are three different payment types which are discussed below Other Payments Other payment methods are usually Cash Personal Checks Money Orders and Wire
42. ive a discount on a specific product click on the Disc 9o field and enter a new value The Disc field will automatically update to reflect the discounted amount The total price of the order will also reflect the changes To remove a product from a Sales Order click on the Q delete icon for the product you want to remove Selecting a Shipping Service If you would like to specify a shipping service click on the amp Shipping Service icon to open the Shipping Service Selection window Shipping Service Price A list of available shipping services c e 0 00 will be displayed that are available for cit the destination shipping address UPS Next Day Air 68 68 UPS Next Day Air Saver 61 74 Select the desired shipping service and click the OK button to attach the UPS 2nd Day Ar 37 11 selected shipping service to the UPS 3 Day Select 26 47 Sales Order and close the Shipping UPS Ground 6 89 Service Selection window Once the window has closed the Sales Order will be updated and the Shipping field will display the cost of shipping If you wish to change the Shipping cost click on the Shipping field and enter a new value 21 Payment Method Selection To change the desired payment method click on the 89 payment method icon to open the payment method selection window Select the desired payment method and click the OK button to attach the selected payment method to the sales order and close the payment method sel
43. led purchase order 2 Quote A purchase quote is a document which reflects an estimated cost Products attached to a purchase quote will not be counted as on order when inventory status is checked Purchase quotes will remain in the system indefinitely until the order status is changed either to canceled or pending Modifications can be made at any time to a purchase quote 3 Pending A pending purchase order is an order that has been requested to be fulfilled by a vendor Any products attached to a pending purchase order will show the number on order when inventory status is checked Modifications can be made at any time to a pending purchase order 4 Complete A complete purchase order has been finalized and is no longer outstanding in the system Products attached to a complete purchase order will no longer be counted as on order when inventory status is checked Since complete purchase orders signify a final record of the transaction no modifications can be made once the order has been completed Completed purchase orders will have one or more associated purchase invoice documents A purchase invoice is a final record of a purchasing transaction Purchase invoices are associated with their corresponding purchase orders Since purchase orders can be partially received multiple purchase invoices can be associated with a single purchase order Any payment made on a purchase order is applied to the purchase invoice upon creation Balance due on
44. n for each product Supports different product packaging types Warranty information for RMA procedure Unlimited stock areas e e Sales Unlimited customers Quotations Completely integrated order management solution Store validate credit card information Multiple shipping addresses for each customer Professional Sales Order and Invoice document printing Customer order history Customer payment history Customer shipment history Customer returns RMA support Customer return history Real time stock status and inbound purchase order status e ee e Purchasing Unlimited vendors Completely integrated purchase order management Automatically generate purchase orders based on minimum stock levels Vendor purchase order history Vendor payment history Vendor returns RMA support Vendor return history Generate assign serial numbers on purchase orders e ee Warehouse Automatic pick list generation Fedex UPS USPS shipping label generation e One click shipping Barcoded inventory ensures accuracy Shipment notifications are automatically sent to customers upon shipment creation Reports Gross profit Payment history Order referrers Shipment summary Management Web based store configuration Unlimited merchant accounts Evenly distribute sales volume across multiple merchant accounts Multiple level permissions system Add handling charges on top of calculated shipping
45. n hold A Sale will verify the funds and place them in the current batch for settlement and deposit to your bank account To capture a previous credit card authorization find the authorization in the payment list at the bottom of the Payment window Click on the add icon to capture the full dollar amount to be placed in the current batch for settlement and deposit to your bank account Creating Sales Invoices Sales Invoice creation signifies completion of a Sales Order and receipt of the products or services by your customer Since orders may be filled one product at a time multiple Sales Invoices can be created from a single Sales Order A Sales Invoice is a final record of a Sales transaction To create a Sales Invoice you first must open a Sales Order Products that will be invoiced must be attached to the Sales Order prior to invoicing To attach non inventory product simply click on the Attached field for the corresponding product rice Quantity Attached Shipr and enter the number of products that will be 899 99 4 4 received by the customer f To attach an inventory product click on the Add Serial field and either scan or manually enter the serial number The attached field for the Add Serial corresponding product will update to reflect the number of attached products To detach a serial number from a sales order click on the MI serial numbers icon to open the Serial Numbers window Click on the Q delete icon for the
46. o reflect the number of attached products To detach a serial number from a customer return click on the MMI serial numbers icon to open the Serial Numbers window Click on the Q delete icon for the serial number you want removed Serial numbers can only be removed from a customer return document before they have been credited Once all products that will be received by the customer have been attached click on the LS create credit icon to create the invoice The customer return document will close and the sales invoice document will be displayed Customer Credits Since a customer credit is a final record document not much can be modified besides notes and payments Printing To print a customer credit click on the print icon You will be prompted with your web browser print dialog Adobe Flash Player 9 or greater is required for customer credit printing Notes To add or modify notes pertaining to this customer credit click on the e notes icon to open the notes window Enter your info into the Notes field If you want the notes field to popup every time this customer credit is opened check the Popup on document open checkbox Serial Numbers To view all serial numbers associated with this customer credit click on the pw serial numbers icon to open the Serial Numbers window To print all auto generated serial numbers in the list click on the print icon from the Serial Number window Serial numbers should be printed
47. omer return prior to invoicing To attach non inventory product simply click on the Attached field for the corresponding product and enter the number of products that will be received by the customer To attach an inventory product click on the Add Serial field and either scan or manually enter the serial number The attached field for the corresponding product will update to reflect the number of attached products To detach a serial number from a customer return click on the II serial numbers icon to open the Serial Numbers window Click on the delete icon for the serial number you want removed Serial numbers can only be removed from a customer return document before they have been credited Once all products that will be received by the customer have been attached click on the 5 create credit icon to create the invoice The customer return document will close and the sales invoice document will be displayed Customer Credits Since a customer credit is a final record document not much can be modified besides notes and payments 40 Printing To print a customer credit click on the print icon You will be prompted with your web browser print dialog Adobe Flash Player 9 or greater is required for customer credit printing Notes To add or modify notes pertaining to this customer credit click on the e notes icon to open the notes window Enter your info into the Notes field If you want the notes field to popup every t
48. on Avery Label 5267 or compatible label sheets 29 Offset defines how many labels to skip before rendering the Offset first barcode label This allows you to reuse sheets of Avery 0 labels that are only partially used If the first 8 labels on a sheet are used set your Offset to 8 and the labels will begin Height Adjustment printing on the 9th label p Height adjustment can be a positive or negative number Print representing how many pixels up or down to move the top margin This is useful for some printers that do not align the i paces tothe Avery labels pope 00000000000 P0000011 Checking Stock Status To check the stock status of all products attached to this customer credit click on the y stock status icon to open the Stock Status window A list of all products attached to this customer credit will be shown along with their current stock status Payments To add a payment to the customer credit click on the sr payment icon to open the payment window There are three different payment types which are discussed below Other Payments PayPal Other payment methods are usually 7 en Pl Cash Personal Checks Money Reference Orders and Wire Transfers or mE PayPal To apply an Other Payment ren Amount D type payment select an Other Payment type from the pull down menu enter an optional reference into the Reference field enter the Document Payment Amount dollar amount and click OK Document Payment OK
49. our selected customer Ifthe shipping address is shown in the results list select the appropriate address and click the OK button to attach this shipping address to the customer return 38 If the desired shipping address is not shown in the results list click on the Badd Address icon to open the Address window Enter the customer s shipping address information and click the Save button to add the new customer shipping address to the database The new shipping address will be displayed in the Select Address results list Select the new address and click the OK button to attach this shipping address to the customer return Modifying the Order Date To modify the Order Date click on the Order Date calendar icon to open the date selection window Click on the corresponding date and the date selection window will be closed and the order date will be updated Setting the Due Date To modify the Due Date click on the 12 Due Date calendar icon to open the date selection window Click on the corresponding date and the date selection window will be closed and the due date will be updated Changing the Order Status If you would like to change the status of the order simply select the desired order status from the Order Status pulldown menu Adding a Product to the Customer Return To add a product to the order click on the O add icon in the products list to open the Add Product window Search for the desired product click the add
50. ove for a description of each payment type Web Active Select weather or not this payment method will be available on your web store Merchant Account Choose which merchant account to use with this payment type Save only for credit card payment type Cash On Delivery Choose Yes if this is a COD payment type Description Description Enter a short description of this payment type This description will be used on your web store Click on Save to save your information and close the Payment Method window Shipping Services Open the Poseidon Administration Window and mouse over the Management icon Click on the Shipping Services option to open the Shipping Services Browser Click on the Q add new icon to add a new shipping service The following is a reference for each of the fields in the shipping service window Name Enter the name of Name this shipping service This value will be used on your web store Shipping Carrier Carrier Service ID Shipping Carrier Select the None shipping carrier type if the rates are to be automatically Markup Handling calculated Carrier Service ID Enter the Delivery Days Web Active designated carrier service id No for this shipping service A list of carrier service ids and Description their corresponding shipping services are displayed below Markup Enter the percent markup in handling you want to be added to the base rate of this shipping serv
51. risk When you setup a new merchant account you almost always will be approved for a pre defined monthly volume limit Gateway Type Select your payment gateway for this merchant account Gateway Login Enter your gateway login name for this merchant account Gateway Key If you have a Verisign Payflow Pro merchant account enter your Partner If you have a Linkpoint payment gateway click on the Upload Certificate button to upload your payment gateway certificate key Otherwise enter your gateway key obtained from your payment gateway Gateway Password Enter your payment gateway password for this merchant account If you have a Linkpoint payment gateway this option will not be available Contact First Name Enter the first name of your contact person with this merchant account for future reference Contact Last Name Enter the last name of your contact person with this merchant account for future reference Contact Phone Contact Fax Save Support Phone Enter your support phone number for this merchant account for future reference Contact Email Enter the email address of your contact person with this merchant account for future reference Contact Phone Enter the phone number of your contact person with this merchant account for future reference Contact Fax Enter the fax number of your contact person with this merchant account for future reference Click on the e notes icon save any other information wit
52. s Digital SLR Cameras Internal Code Small Image Inventory Type Large Image Inventory gt Images Save Click on the Merchandising button to open the merchandising fields for this product The following is a reference of the merchandising fields in the product window Oversell If oversell is enabled this product will be offered for sale on your web store even if there are none of those products in stock If oversell is disabled this product will automatically be removed from your web store when you run out of stock and automatically added to your web store when you receive new inventory Default Vendor Specify the default vendor where you regularly purchase this product This field helps you keep track of the least expensive vendors for each particular product Coupon Code Enter a unique coupon code for the customer to enter while Oversell Default Vendor Yes v Coupon Code Coupon Price Cost Markup Price Fixed Price Web Active On Special Yes wi No Free Shipping OK checking out to receive the promotional coupon price Coupon Price Specify a coupon price that your customers can receive by entering the corresponding coupon code while checking out on your web store Cost Enter the usual or average cost for this product Markup Enter a markup percentage to calculate the retail price of your product If the Fixed Price field is blank your product price will be defined by cost markup
53. s particular manufacturer Description Support E Mail Large Image Support Web Site Click on Save to save your information and close the Manufacturer window Categories Categories are merely a way to organize your catalog of products Products can belong to an unlimited amount of categories Before adding your categories you might want to sit down and think about how you want your web store to be organized Click on the Lal add new category icon category window e Name Enter the name you will use for this category This field will be displayed on your web store Description Enter a brief description for this category This field will be displayed on your web store Parent Select a parent category that this category belongs to If you are creating a main category you can leave this field blank Large and Small Image You can upload an image to the Image Browser that corresponds to this category by clicking the Images button The following is a reference for each of the fields in the Name Description Parent 3 5 Megapixels 8 Megapixels 7 Megapixels B Megapixels 9 Megapixels Accessones Digita SLR Cameras Large Image Small Image Sort Priority 1 Images Save Sort Priority Select a number to move this category to the top of the list on your web store Categories with larger Sort Priority numbers will be displayed last Click on Save to save your information and close
54. sed below Other Payments Other payment methods are usually v One ayant iin Cash Personal Checks Money Reference Orders and Wire Transfers or z PayPal To apply an Other Payment payman et B type payment select an Other Payment type from the pull down Q menu enter an optional reference ala disi 9 into the Reference field enter the Document Payment Amount dollar amount and click OK OR a redit Car y Document Payments PERRA A document payment is a credit that enn can be applied to the document Expiration mm yy Poseidon maintains an accounting of balance between order invoice Traneacilon Typa id return and credit documents Click on the Document Payment OK selection icon to open the Document Payment Selection window Any documents that can be applied will be listed Select the the desired document and click OK to close the Document Payment Selection Date Time Payment Type Merchant Account Payment Amount Auth window Click OK in the Payment a window to apply the Document M Payment 4 Credit Card Payments To apply a Credit Card payment chose the Credit Card payment type and click on the amp Credit Card Selection icon to open the Credit Card Selection window If the desired credit card is listed select the credit card and click the OK button to close the Credit Card Selection window The credit card information will now be displayed in the Payment window To add a new card click on the O a
55. serial number you want removed 23 Serial numbers can only be removed from a sales order document before they have been invoiced Once all products that will be received by the customer have been attached click on the 5 create invoice icon to create the invoice The sales order document will close and the sales invoice document will be displayed Sales Invoices Since a Sales Invoice is a final record document not much can be modified besides notes payments and creation of shipping labels Printing To print a sales invoice click on the print icon You will be prompted with your web browser print dialog Adobe Flash Player 9 or greater is required for sales invoice printing Notes To add or modify notes pertaining to this invoice click on the e notes icon to open the notes window Enter your info into the Notes field If you want the notes field to popup every time this invoice is opened check the Popup on document open checkbox Serial Numbers To view all serial numbers associated with this sales invoice click on the i serial numbers icon to open the Serial Numbers window To print all auto generated serial numbers in the list click on the print icon from the Serial Number window Serial numbers should be printed on Avery Label 5267 or compatible label sheets Offset defines how many labels to skip before rendering the Offset first barcode label This allows you to reuse sheets of Avery p labels that ar
56. t list at the bottom of the Payment window Click on the add icon to capture the full dollar amount to be placed in the current batch for settlement and deposit to your bank account Customer Returns To create a new customer return open the Poseidon Administration Window and mouse over the Sales icon Select the Customer Return Browser option 37 Creating a New Customer Return Click on the lag new customer return icon to open the customer return window All new customer returns are created with a quote status Once the new customer return is open start by attaching a customer to the new customer return Printing To print a customer return click on the print icon You will be prompted with your web browser print dialog Adobe Flash Player 9 or greater is required for customer return printing Notes To add or modify notes pertaining to this customer return click on the a notes icon to open the notes window Enter your info into the Notes field If you want the notes field to popup every time this customer return is opened check the Popup on document open checkbox Attaching a Customer If the customer already exists in the database click on the S Select Customer icon to open the Select Customer window Search for the existing customer select the appropriate customer and click the OK button If the customer does not already have an account in the database click on the amp Add Customer icon to open the Customer win
57. ted in yours Implementation of our market leading e commerce solution does not require the costly purchase installation or hosting of any additional hardware or software Only a web browser is required Sonicode maintains all of the necessary technology for you saving your business tens of thousands in IT expenses Features Web Storefront Unlimited product categories Unlimited products Products search Manufacturer information Sort by product name or popularity Actual real time product stock status Unlimited related products up sell items Product images are automatically resized Products can be automatically removed from the storefront when they are sold out Accurate Fedex UPS and USPS shipping rates Free shipping for selected individual products Cost based price calculation for each product Customer can view total order price before signing up for an account Products can be set to on special and displayed on front page Secure SSL encryption Easy password recovery Customers can check order status Customer can login to view their tracking number PayPal support Authorize net Payflow Pro USA ePay and Linkpoint payment gateway support COD payment support for Fedex and UPS shipments Froogle Bizrate Shopzilla Nextag Pricegrabber Shopping com and Yahoo Shopping engine support Inventory Serial number tracking Barcode generation and printing Barcode scanner support Non inventory item support Full manufacturer informatio
58. top margin This is useful for some printers that do not align the barcodes to the Avery labels properly Checking Stock Status To check the stock status of all products attached to this invoice click on the o Stock status icon to open the Stock Status window A list of all products attached to this invoice will be shown along with their current stock status 36 Creating Shipping Labels To create a shipment for a sales invoice click on the 2 ship icon to open the Shipping Window The shipping address and shipping service fields will be automatically populated Simply enter the package weight and click the Ship button The shipping label will be generated and you will be prompted with your web browser print dialog To cancel and void an existing shipment click on the O delete icon for the corresponding shipment in the shipment list Payments To add a payment to the sales invoice click on the gt payment icon to open the payment window There are three different payment types which are discussed below Other Payments Other payment methods are usually Cash Personal Checks Money Orders and Wire Transfers or PayPal To apply an Other Payment type payment select an Other Payment type from the pull down menu enter an optional reference into the Reference field enter the dollar amount and click OK Document Payments A document payment is a credit that can be applied to the document Poseidon maintains an accounting of balance be
59. tween order invoice return and credit documents Click on the Document Payment selection icon to open the Document Payment Selection window Any documents that can be applied will be listed Select the the desired document and click OK to close the Document Payment Selection window Click OK in the Payment window to apply the Document Payment Credit Card Payments To apply a Credit Card payment chose the Credit Card payment type and click on the amp Credit Card Selection icon to open the Credit Card Selection window If the desired credit card is listed select the credit card and click the OK button to close the Credit Card Selection window The credit card information will now be displayed in the Payment window To add a new card click on the add icon to open the Add Credit Card window Enter the credit card details and click the Save button to save the credit card and close the Add Credit Card window Select the newly added credit card from the Credit Card Selection window and click the OK button The credit card information will now be displayed in the payment window Select either an Authorization or Sale Transaction Type An Authorization will verify the funds are available from the customer s credit card and place them on hold A Sale will verify the funds and place them in the current batch for settlement and deposit to your bank account To capture a previous credit card authorization find the authorization in the paymen
60. ustomer window First Name The first name a of the customer T Last Name The last name of the customer Company The company Company name of the customer dl Daytime Phone The phone Daytime Phone Evening Phone number where the customer can be reached during the Fax E Mail daytime Evening Phone The phone number where the customer can be reached during the evening Address 2 Fax The customer s fax number City State E Mail The customers e z mail address Zipcode Country Address 1 The customer s United States of America street address Address 2 The customer s Set Password Save street address City The customer s address city State The customer s address state e Zipcode The customer s address postal code Country The customer s address country First Name Last Name Address 1 Click on the e Notes icon to open the notes window and enter any additional information about the customer Click on the Set Password button to display the password field and set the password for the customer to login to your web store Click on the Save button to save your new customer and close the Customer window Sales Orders To create a new Sales Order open the Poseidon Administration Window and mouse over the Sales icon Select the Customer Browser option Creating a New Sales Order Click on the E new sales order icon to open the Sales Order window All new Sales Orders are created
61. window Any documents that can be applied will be listed Select the the desired document and click OK to close the document payment selection window Click OK in the payment window to apply the document payment Creating Purchase Invoices Purchase invoice creation signifies completion of a purchase order and receipt of the products or Services by your customer Since orders may be filled one product at a time multiple Sales Invoices can be created from a single Sales Order A Sales Invoice is a final record of a Sales transaction To create a Sales Invoice you first must open a Sales Order Products that will be invoiced must be attached to the Sales Order prior to invoicing To attach non inventory product simply click on the Attached field for the corresponding product and enter the number of products that will be received by the customer To attach an inventory product click on the Add Serial field and either scan or manually enter the serial number The attached field for the corresponding product will update to reflect the number of attached products To detach a serial number from a sales order click on the HIM Serial numbers icon to open the Serial Numbers window Click on the Q delete icon for the serial number you want removed Serial numbers can only be removed from a sales order document before they have been invoiced Once all products that will be received by the customer have been attached click on the 5 create invoice
62. with Quote order status Once the new Sales Order is open start by attaching a Customer to the new Sales Order Printing To print a sales order click on the print icon You will be prompted with your web browser print dialog Adobe Flash Player 9 or greater is required for sales order printing Notes To add or modify notes pertaining to this sales order click on the e notes icon to open the notes window Enter your info into the Notes field If you want the notes field to popup every time this sales order is opened check the Popup on document open checkbox Attaching a Customer If the customer already exists in the database click on the D Select Customer icon to open the Select Customer window Search for the existing customer select the appropriate customer and click the OK button If the customer does not already have an account in the database click on the amp Add Customer icon to open the Customer window Enter the customer s information and click the Save button to add the new customer to the database and attach the new customer to the Sales Order Serial Numbers To view all serial numbers associated with this sales order click on the wt serial numbers icon to open the Serial Numbers window To print all auto generated serial numbers in the list click poset on the print icon from the Serial Number window Serial numbers should be printed on Avery Label 5267 or pom Adjustment compatible label sheets
63. yed in the Select Address results list Select the new address and click the OK button to attach this shipping address to the Sales Order 20 Modifying the Order Date FF To modify the Order Date click on the Order Date calendar icon to open the date selection window Click on the corresponding date and the date selection window will be closed and the order date will be updated Setting the Due Date To modify the Due Date click on the 4 Due Date calendar icon to open the date selection window Click on the corresponding date and the date selection window will be closed and the due date will be updated Changing the Order Status If you would like to change the status of the order simply select the desired order status from the Order Status pulldown menu Adding a Product to the Sales Order To add a product to the order click on the Q add icon in the products list to open the Add Product window Search for the desired product click the add icon in the results list for the product you are adding and click the OK button to close the Add Product window The product is now added to the Sales Order document and the total cost of the order has been updated to reflect the changes To change the quantity of a product ordered click on the Quantity field of the desired product in the Sales Order products list and enter a new value The ordered quantity will be updated and the total price of the order will reflect the changes To g

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