Configuration and Setup
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From here you will change your password, setup your eOrder Form, configure your sales tax and shipping charges, and manage other important account information.  You will also be able to download files to your computer such as your customer's names, orders, products and payments.

SETUP MAIN ACCOUNT
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The first step is to setup your Main Account. This includes such information as your business name, snail-mail address, email address, and other items.

To Begin…

• Select  Main Account Setup from the drop-down menu in the Configuration and Setup section of the Web Merchant eManager panel.
• Click on the GO button.

You will be taken to a page entitled  Setting Up Your Account— Account Configuration File.



What the heck IS this anyway??
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If you followed the directions above you are now looking at the page entitled "Setting Up Your Account". (Top figure,  page 14)  You may also be feeling a little uncertain at the unfamiliarity of what you are looking at. Of how it works. What it does. And most importantly, of what you are supposed to do with it. Well, the first thing you should do is relax! This system is different, but not difficult. In fact, it is extremely user-friendly.  Since you can always change anything you want, any time you want, it is also virtually mistake-proof!

In simple terms,  your eCommerce account functions like an "automated programmer".  The selections you make and the information you enter will be read and processed either by code, or as code, by this "automated programmer". NOT by a person. Because of this you will often be asked to enter a number in place of a word. For example, you may be asked to enter the number 0 for NO, or the number 1 for YES.  You may also be instructed to enter a word without quotes, or a dollar amount without the dollar sign.  The system will then take this information and convert it into readable web pages, emails, order forms, and other such items. (Lower figure, page 14)

But don’t worry!  You do not need to learn computer code or memorize complicated procedures. Each and every entry box has it’s own clear explanation of what your choices are, and what to enter for each choice. In addition, this manual will cover each item contained in your eCommerce account.  All you need to do is follow the simple directions given for each item. Your "automated programmer" will do the rest!! And, unlike a human programmer, your automated programmer will put your choices into effect immediately, EXACTLY as you specify!

So don’t be confused or dismayed by the somewhat unfamiliar appearance of your eCommerce account.  It looks different because it IS different!!



(above) Setup Main Account.
 Information entered in Configuration and Setup pages will be translated by the system to build your web pages, forms, etc. (below)



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Now, let’s get back to the Main Account setup page in the Configuration and Setup section of your Web Merchant eManager.  We will begin at the top, and work our way down.

Password
The first item to configure is your password. If you have not yet done this, do so now.  All you need to do is delete the current password in the box, and type in your own.  Things to know:

• Your password is case sensitive.
• You may use any combination of letters and/or numbers.
• You may NOT use any symbols other than letters and/or numbers, such as single or double quotes, dashes, question marks, etc.
• There is no minimum or maximum number of characters required.
• You may change your password anytime you like and the change will take place IMMEDIATELY.
• Guard your password carefully!  Your password allows access to your entire eCommerce account,  and all of the information it contains.




Authorize Live
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Authorize Live? Do you want your customer credit card authorizations to take place automatically at the time they submit the information?  Or would you prefer at the end of each day to review each order before manually submitting the authorization? This is especially important to merchants who are unable to ship products within 24-36 hours (SEE YOUR MERCHANT ACCOUNT POLICY ON THIS!!)  The process for manually submitting a card for authorization is a simple button push.

If you WANT live authorizations (authorized at time of order), leave this setting at 1.

If you DO NOT want live authorizations, change this setting to 0.

Process Email
You have the option of receiving a simple email notice generated by the processor whenever a credit card order is submitted.

If you DO want to receive this email message, set this number to 1.

 If you DO NOT want to receive this email massage, set this number to 0.

Business Name
This is the Business Name that will appear on completed order receipts, emails sent to your customers, and other places within the system.. Check this information for accuracy and make any necessary corrections.

Contact Name
This name will appear in emails sent to customers, as well as other places within the system, as the person to contact for customer support. Please check this information for accuracy and make any necessary corrections.

Business Address Line 1
Enter your business mailing address where customers can contact you by snail-mail.

Business Address Line 2
Enter the second line of your business address if applicable. If not, leave this box blank.

Business City
Enter your business snail-mail address.

Business State
Enter your business snail-mail state.

Business Zip
Enter your business snail-mail zip code.

Business Phone
List a phone number that customers may contact you at with problems or for support.

Business Fax Number
If you have a fax number, list it so that customers can communicate or order using their fax machines.  If you do not have a FAX number, leave this box blank.

Special Order Phone Number - 800?? Toll Free??
If you have a special order phone number, an 800 or other toll free number, list it here.  If not, leave this box blank.

Your Business Web Site URL.
Customers will come back here after placing  a complete order.  Please be sure that your entire URL is entered correctly. (http://www.yourdomain.com)

Your Business Email
This must be the same email address you use during log-in to your Web Merchant eManager.  Your New Order Notice email messages will be sent to this email address.

This Section Is Done!
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When you are finished making your selections and entering the necessary information into the boxes, click on the Save Config Changes button at the bottom of the page to save the changes you have made.

You will go to another screen which will display the information you have entered. Go over this and check for errors. If you find errors, click the back button on your browser, make your corrections, and click the Save Config Changes button again.

When you are satisfied with your changes, click on the Return to Main Page link at the bottom of the page.
All of the information you just entered is already in the system, and in effect!!

eORDER FORM SETUP
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This is where you will setup and manage your shopping cart information.  You will enter shipping charge information, sales tax information, personalize the overall appearance of your cart and forms, as well as many other items.  Remember…you can't make a permanent mistake! You can always return and make any changes you like, and the changes will take effect immediately.

To Begin..

From the Web Merchant eManager, select eOrder Form Setup from the drop down menu in  the Configuration and Setup section.

Click on the GO button


You will be taken to the eOrder Form Setup page.  Begin at the top and work your way down the page. Remember, if an item does not apply to you, leave the box blank.


MAIL ORDER Option
You really need to make it clear to your customers that they can order by snail-mail if they wish. There are still many people who are reluctant to order online.  This option allows you to decide whether or not a  MAIL ORDER INSTRUCTIONS section will appear on the secure order form.
 

• If you DO want the MAIL ORDER INSTRUCTIONS section to appear on the order form leave this number at 1.
• If you DO NOT want the MAIL ORDER INSTRUCTIONS section to appear on the order form change this number to 0.


Customer Comments Box
This option displays a Comments input box in your order form to allow your customers a chance to leave any comments. These are emailed to you with the New Order Notice, but the comments are NOT stored in your database system.

If you DO NOT want a Comments box to be displayed, enter a 0.

If you DO want a Comments box to be displayed, enter a 1.

If you want this to be a required field, (the form will not be accepted until something is entered into the box) change this number to 2.

Comments Label
This is the TITLE/LABEL that appears above the Comments box. If you want to use this box to collect some other information, you can set this label to whatever you want. For example - Please Enter Where You Heard About Us:
• If you elected NOT to have the box displayed, leave this box blank.
• If you DO want the box displayed, and selected it above, type in the TITLE/LABEL you want.


Check Email?
This is an anti-fraud feature that does not allow customers to order when using a "FREE" email address from hotmail.com and almost a thousand other providers. Instead, it requests that customers use their 'Real' email address.

• If you DO want this important anti-fraud feature, leave this number at 1.
• If you DO NOT want this important anti-fraud feature, change this number to 0.

FROM Email
This appears in the "FROM" section of  the order confirmation email that is sent to your customer.   It should be the same email address where customers can email if they have a problem with their order.

• If this option DOES NOT apply to you, leave the box blank.
• If this option DOES apply to you, enter the email address. For example, sales@yourdomain.com.

TO Email
This email address is where the Notice of New Order email is sent.  Enter the correct email address in the box. For example, sales@yourdomain.com

Send Confirmation Email
This option will send an order confirmation email to your customers.

• If you DO want your customers to receive an order confirmation email, set this number to 1.
• If you DO NOT want your customers to receive an order confirmation email, then set this number to 0.


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Confirmation Email SUBJECT
This is the SUBJECT you want used in the order confirmation email sent to customers. If you set the SEND CONFIRMATION EMAIL option above to 0, set this box to 0 also.   Otherwise, enter the subject you prefer.  We suggest the format... Your Order With yourdomain.com

Include Order Number In Confirmation Email
We suggest that you include the Order Number in the subject of your order confirmation email. This will help your customer track the order.

• If you DO want the system to insert the order number at the end of the SUBJECT, set this to 1.
• If you DO NOT want the order number shown as part of the SUBJECT, set this to 0.


New Order Notice
This option controls if you, the merchant, will receive a Notice of New Order email when a customer places an order. In other words, you will be notified by email every time a customer places an on-line order. NO FINANCIAL information will be sent in this email message.

• If you DO want to receive a Notice of New Order email set this number to 1.
• If you DO NOT want to receive a Notice of New Order email, set this to 0.


New Order Notice Subject
This is the SUBJECT that will appear in the Notice of New Order email message you receive.

Shipping and Tax Configurations
The following options deal with various charges and calculations for taxes and shipping.  Because these vary so much from state to state and from merchant to merchant, you will find many options available. However, each option is outlined and explained clearly and carefully. You need only select the ones that apply to you, and follow the directions for that option.  And remember--DON’T WORRY!!  If you make a mistake, all you need to do is go back and fix it!

Sales Tax

• If you DO NOT collect Sales Tax, enter 0.
• If you DO collect sales tax, enter the number of states for which you must collect sales tax. For example, if you have offices inWashington and California and you must collect sales tax for both states, enter 2.


Tax Shipping and Handling
 Some states require that you collect sales tax on any handling charges that your customer pays. If you need to pay sales tax on shipping and/or handling charges your customer pays, set this to a number 1.

Tax States
Enter the abbreviations of all of the states you must collect tax from in one string.
Example - CAWANY for California, Washington and New York.

Shipping Charges-Methods of Calculating
There are several options covered in this section. Please read the instructions and explanations carefully before entering your selection.  If an item does not apply to you, leave the box blank.

No Shipping Charges
If you do not charge for shipping, enter a 0.

Fixed Percentage of Order Sub-Total
If your shipping charges are calculated as a fixed percentage amount of the order subtotal, then enter a 1.

Total Order Amount Price Ranges
If you calculate shipping charges based on a set number of Total Order price ranges, you will enter 2x with x being the number of price ranges you use.  For example: If you have 4 shipping costs based on 4 price ranges, you will enter 24.  If you have 11 shipping costs based on 11 price ranges, you will enter 211.
.
Base Charge PLUS Per-Product Charges
If you offer one or more shipping methods, (i.e. UPS Ground, USPS Priority Mail) for which you charge a Base Charge, PLUS you have per-product shipping charges enter 3x with x being the number of shipper choices you offer.  For example: If you offer UPS Ground, USPS Priority Mail and UPS 2-Day Air, then x would be 3 and you would enter 33 in the box below. The maximum number of shipper choices is 3.  Important: If selecting this option you must enter the Base Charge for each shipper in the appropriate boxes later in this section. Also, you must be sure to add the per-product shipping costs to each product when you enter your products into the product database. (See Add Products to Database Page 40)

Fixed Dollar Amount Shipping Charges
If you have one fixed dollar amount shipping charge enter 4x with x being the number of shipper choices you offer your customers. For example: If you offer UPS Ground and USPS Priority Mail, then 'x' would be 2 and you would enter 42. The maximum number of shippers is 3.  Important: You must enter the fixed dollar shipping charges in the appropriate boxes later in this section.

UPS Shipping
If you use UPS for shipping your products, you can get real-time, accurate shipping cost calculations. Our eShopping       Cart directly connects with UPS and within seconds calculates actual shipping costs. NOTE: You MUST include weight for EACH product in your database.
If you select UPS Shipping you will need to complete the section UPS Shipping System Setup from the drop-down menu in the Configuration and Setup section of eManager.

Extra Cost
Extra Cost added to shipping total. Can be used for Packaging/Handling Costs.

SHIP VIA
One word to be used on Order Receipt... For example: UPS or  USPS.
If you offer more than one shipping choice, or DO NOT want to list, enter a 0.
If you offer only one shipper choice and DO want to list, type in your one word.

Shipping Rates/Charges
This is where you will enter the shipping charges value that correspond with your answer above.

If you use and selected Fixed Percentage of Order Sub-Total (You set SHIPPING equal to 1 above), put in the percent of the order total that you want used. For example: .1 for 10%, .05 for 5%, etc.

If you use and selected Total Order Amount Price Ranges (You calculate shipping charges based on an order total price range and you used the setting 2x for the SHIPPING item above), you need to provide the upper dollar amount for each price range and the corresponding shipping charge.  The maximum number of ranges is 13. If you need more, please contact us.   Examples:  For Range 1  top box has 20, bottom box 9.95. This means that range 1 is from $0.00 to $20.00 and the shipping charge is $9.95.    Range 2 -> top box has 50, bottom box 17.95. This means that range 2 is from $20.01 to $50.00 and the shipping charge is $17.95.

Express Shipping
If you offer express shipping for a fixed additional charge, set this number to 1.  Important: You will need to input the charge for your Express Shipping below.

Express Cost
 If you offer express shipping, enter the additional charge, above all other shipping costs, that is added to the order.  Use format - xx.xx   DO NOT use a dollar sign.

Payment Types You Accept

• If you accept Credit Cards enter the word  CCARD  (ALL CAPS)
• If you accept On-Line Checks (Turbocheck), enter the word CHECK
• If you accept on-line credit card and check payments, enter the word  BOTH


Credit Cards Accepted
 List here the credit card names you accept by entering the corresponding number(s) from the list below in one string. For example: If you accept only MasterCard and Visa, enter 34. (3 for MasterCard, and 4 for Visa from the list below) If you accept all cards, enter 1234
      American Express - 1
      Discover Card - 2
      MasterCard - 3
      Visa Card - 4

Shipping Time Statement
Enter any default Shipping Time Statement. For example: Orders Shipped Within 24 Hours.

Shipper List And Costs
 If you selected the Shipping Cost Method above for either Base Charge PLUS Per-Product Charges or Fixed Shipping Charge  then you need to enter the following information.
Shipper TITLE (Example: USPS Priority Mail or UPS Ground, etc.) Important: Enter only one shipper title per box.
The dollar amount representing the total BASE COST or FIXED AMOUNT for each shipper. Important: Enter in the amount without a dollar sign, for example, 9.95.

Page Titles, Labels and Wording Configurations
The following options allow you to customize the overall appearance of your forms, statements, labels, and other items that you will want to be visually appealing to your customers.  Have a little fun with this! Experiment with different colors and combinations!. Remember, this system is completely automated. You may change your selections as often as you like, and the changes always take place immediately.  To see an online guide of the available colors go to:
http://www.gochargeit.com/support/colors.htm



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Back Color
Enter your color choice for the background of your shopping cart and order form. Be careful about changing this from white, as many colors tend to make reading text difficult.

Page Title
This title appears under Your Business name.  Example: Secure Order Form

Page Title Color
Enter one color choice for the text of both your Business Name and Page Title

Current Order Statement
Enter the exact wording to be seen at the top of the Current Order listing. Example: This Is Your Current Order

Order Statement Color
Enter your color choice for your Order Statement.

Table Color
Enter your color choice for your Table Body. This is the table that lists Products Added to Cart.

Complete Info Statement
 This is a statement that asks customers to Please Complete some type of information . Enter the exact wording you would like used for this statement.  Example: Please Complete The Billing/Shipping Information
Below

Complete Info Statement Color
Enter your color choice for your Complete Info Statement.

Billing Information Table Label
Enter the exact label to be used for the billing information table. Example: Billing Information

Billing Information Label Color
Enter your color choice for your Billing Information Label

Shipping Information Table
 You may wish to have a Shipping Information Table displayed.

• If you DO want a Shipping Information Table displayed, leave this number at 1.
• If you DO NOT want a Shipping Information Table displayed, change this number to 0.


Shipping Information Table Label
If you selected the Shipping Information Table in the above option, enter the exact label used for your Shipping Information Table. Example: Shipping

Shipping Information Table Color
Enter your color choice for your Shipping Information Table.

This Section Is Done!
When you are finished making your selections and entering the necessary information into the boxes, click on the Save Config Changes button at the bottom of the page to save the changes you have made.

You will go to another screen which will display the information you have entered. Go over this and check for errors. If you find errors, click the back button on your browser, make your corrections, and click the Save Config Changes button again.
When you are satisfied with your changes, click on the Return to Main Page link at the bottom of the page.

All of the information you just entered is already in the system, and in effect!!
 

CONFIGURE SALES TAX
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This is where you will enter the amount of sales tax you must collect, and which states you must collect it from. This section is extremely easy and straight-forward.
 

To Begin..
• From the Web Merchant eManager select Configure Sales Tax from the drop down menu in the Configuration and Setup section.
• Click on the GO button.



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You will be taken to a page entitled  Setting Up Your Web Merchant State Sales Tax File.  If you scroll down the page you will see that every state that requires sales tax be collected is listed with it’s abbreviation beside a box. Enter the tax rate, in decimal format, for any state(s) where you are required by law to collect sales tax from customers residing and ordering from that state. For example: If you collect CA tax and the rate is 7.75% - you would enter .0775. If you have a rate of 5%, use .05. etc.

When you are finished entering the necessary information into the boxes, click on the Save Config Changes button at the bottom of the page to save the changes you have made.

You will go to another screen which will display the information you have entered. Go over this and check for errors. If you find errors, click the back button on your browser, make your corrections, and click the Save Config Changes button again.

When you are satisfied with your changes, click on the Return to Main Page link at the bottom of the page.

UPS SHIPPING SYSTEM SETUP
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If you selected UPS Shipping as your shipping method you must complete this section in order to have your UPS Shipping charges calculated correctly.
To Begin..
From the Web Merchant eManager select UPS Shipping System Setup  from the drop down menu in the Configuration and Setup section.
Click on the GO button.



You will be taken to a screen which allow you to select the various shipping options offered by UPS.  When you have made your selections click on the Save Config Changes button at the bottom of the page.

DOWNLOAD SYSTEM FILES
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This function allows you to download your zipped database files from the system into your own computer.  You may then unzip the files and import them into your own spreadsheet or bookkeeping program.
 

To Begin..
• From the Web Merchant eManager select Download System Files from the drop down menu in the Configuration and Setup section.
• Click on the GO button.


You will be taken to a page with a blue panel titled Select Files to Download.  The panel contains a list of files that you can download to your personal computer with a few mouse-clicks. Simply select the files you wish to download, and click on the Create Zip File button. The files you select will be "zipped" up and downloaded to your computer.
When you are finished downloading your files, use the Return to Main Page link to go back to your Web Merchant eManager.

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