Estore Solution Stack User's Guide
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eStore Solution Stack User’s Guide Version 4.0 SP1 March, 2012 eStore Solution Stack™ v4.0 User’s Guide Copyright Copyright © 2012 Nodus Technologies, Inc. All rights reserved. Your right to copy this documentation is limited by copyright law and the terms of the software license agreement. As the software licensee, you may make a reasonable number of copies or printouts for your own use. Making unauthorized copies, adaptations, compilations, or derivative works for commercial distribution is prohibited and constitutes a punishable violation of the law. Trademarks Nodus eStore Solution Stack, Scheduled Payments, ePay Advantage, Credit Card Advantage, eStore Advantage, and Retail Advantage are either registered trademarks or trademarks of Nodus Technologies, Inc. in the United States. The names of actual companies and products mentioned herein may be trademarks or registered marks - in the United States and/or other countries - of their respective owners. The names of companies, products, people, and/or data used in window illustrations and sample output are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted. Warranty disclaimer Nodus Technologies, Inc. disclaims any warranty regarding the sample code contained in this documentation, including the warranties of merchantability and fitness for a particular purpose. Limitation of liability The content of this manual is furnished for informational use only, is subject to change without notice, and should not be construed as a commitment by Nodus Technologies, Inc. Nodus Technologies, Inc. assumes no responsibility or liability for any errors or inaccuracies that may appear in this manual. Neither Nodus Technologies, Inc. nor anyone else who has been involved in the creation, production or delivery of this documentation shall be liable for any indirect, incidental, special, exemplary or consequential damages, including but not limited to any loss of anticipated profit or benefits, resulting from the use of this documentation or sample code. License agreement Use of this product is covered by a license agreement provided with the software product. If you have any questions, please call the Nodus Technologies Support at 909-482-4701 CONFIDENTIALITY NOTICE - The information contained in this document is confidential and proprietary. This document is to be used with the 2 understanding that it will be held in strict confidence and not used for reasons unrelated directly to the specific purpose of this document. No part of the document may be circulated or reproduced for distribution outside the Client organization without prior written permission from Nodus Technologies, eStore Solution Stack™ v4.0 User’s Guide Revision History Author Date Version Changes Approved Date Frank 6/27/11 4.0 Added revision history FM 6/27/11 Messina Jim Ma 3/11/12 4.0.1 Added new features NN 3/30/12 - Section 3.7.4: Anonymous Checkout - Section 3.9.23: Login Anywhere - Section 3.9.24: Mobile Ready - Section 4.6.1.2.8: Social Network Plugins - Section 4.9.1: Screenshot - Section 4.9.1: Site Options - Enable Login Anywhere - Section 4.9.1: Site Options - Facebook URL for Like Box Social Plugin - Section 4.9.1: Site Options - Mobile Website URL - Section 4.9.9: Order Options - Screenshot - Section 4.9.9: Order Options - Enable Anonymous Checkout - Section 4.9.9: Order Options - Anonymous Customer ID - Section 4.9.9: Order Options - Anonymous Customer Address ID Nikki 6/15/12 4.0.1 Update screenshots and changes NN 6/20/12 Nguyen Jim Ma 7/2/12 4.0.1 Rewrote Section 4.6.1, 4.6.2, and 4.6.3. Inserted JM 7/2/12 4.6.4 for Content Blocks. CONFIDENTIALITY NOTICE - The information contained in this document is confidential and proprietary. This document is to be used with the 3 understanding that it will be held in strict confidence and not used for reasons unrelated directly to the specific purpose of this document. No part of the document may be circulated or reproduced for distribution outside the Client organization without prior written permission from Nodus Technologies, eStore Solution Stack™ v4.0 User’s Guide Table of Contents Table of Contents .......................................................................................... 4 1. Introduction ............................................................................................ 13 1.1. New Features in eSSS ............................................................................................ 14 1.2. Additional Resources ............................................................................................ 14 2. Installation .............................................................................................. 16 3. Feature List ............................................................................................. 17 3.1. Integration ............................................................................................................ 18 3.1.1. Setup ..................................................................................................................... 18 3.1.1.1. GP Pricelist Setup ........................................................................................................ 18 3.1.1.2. Customer Import Options ........................................................................................... 18 3.1.1.3. Order Options ............................................................................................................. 18 3.1.1.4. Item Import Options ................................................................................................... 18 3.1.2. Record Synchronization .......................................................................................... 18 3.1.2.1. Nodus Synchronizer .................................................................................................... 18 3.1.2.2. Manual Customer Record Import ................................................................................ 19 3.1.2.3. Manual Item Record Import ........................................................................................ 19 3.1.2.4. Manual Tax Detail Import ........................................................................................... 19 3.1.2.5. Manual Site Information Import ................................................................................. 19 3.1.2.6. Order Manager ........................................................................................................... 19 3.1.2.7. Customer Information ................................................................................................ 19 3.2. Product Catalog ..................................................................................................... 20 3.2.1. General Product Properties .................................................................................... 20 3.2.2. Categories ............................................................................................................. 20 3.2.2.1. Category Properties .................................................................................................... 20 3.2.3. Product Images ...................................................................................................... 20 3.2.3.1. Product Image Options ............................................................................................... 20 3.2.3.2. Specify Image Paths .................................................................................................... 20 3.2.3.3. Automatically Determine Image Paths by File Name ................................................... 20 3.2.4. Product Pricing ...................................................................................................... 21 3.2.4.1. GP Pricelist and Promotion Price Sheet Setup Options ................................................ 21 3.2.4.2. Edit Product > General Info ......................................................................................... 21 3.2.4.3. Edit Product > Volume Discounts ................................................................................ 21 3.2.5. Item Inventory ....................................................................................................... 21 3.2.5.1. Standard/Single Distribution Site Inventory ................................................................ 21 CONFIDENTIALITY NOTICE - The information contained in this document is confidential and proprietary. This document is to be used with the 4 understanding that it will be held in strict confidence and not used for reasons unrelated directly to the specific purpose of this document. No part of the document may be circulated or reproduced for distribution outside the Client organization without prior written permission from Nodus Technologies, eStore Solution Stack™ v4.0 User’s Guide 3.2.5.2. Multi-Distribution Site Inventory (optional module) ................................................... 21 3.2.6. Promotions ............................................................................................................ 22 3.2.6.1. Sales ........................................................................................................................... 22 3.2.6.2. Discounts .................................................................................................................... 22 3.2.7. Related Items .......................................................................................................