Guide
to Thats An Order LE Setup, Admin Options
and Shopping
I.
Introduction
Welcome
to Thats An Order LE. This guide will
walk you through the setup, administrative and
shopping features of Thats An Order LE.
Using
That's An Order LE you will be able to add 25
products, state tax rates, shipping methods
and rates, and product options including sizes,
colors, a description and image using the following
step by step setup process.
Once
the setup is complete you will be able to edit
any of the features you setup using the Admin
Options area at:
Setup
Store
Finally,
when you have configured That's An Order LE
for your preferences, you can view your online
store at:
http://supportteam.net/cgi-bin/thatsanorder_LE
II.
Thats An Order LE Setup
To
begin setup of That's An Order LE, point your
browser to:
http://supportteam.net/cgi-bin/thatsanorder_LE.setup
Step
1. Set Tax Rate
The
first step is setting a tax rate. You need to
select the state that you will be charging tax
in, and then enter the rate in decimal format
(i.e., a 6% tax rate should be entered as .06).
If
you are not going to charge sales tax for any
state, check the box for "No Tax For Any
State".
Note:
You must click this box to proceed without entering
a tax rate. If you try to proceed with out checking
the box you will encounter a Warning Error telling
you to enter a tax rate for selected state.
At this point, use your browsers "
;back" button to return to the Step 1.
screen and check the "No Tax For Any State"
box.
If
you need to charge sales tax in more than one
state, click the "Add Additional Tax Rate"
button and follow the same directions for adding
the first state and tax rate. For more states
and tax rates, continue clicking the "Add
Additio nal Tax Rate" button after entering
each state and tax rate. There is no limit to
the number of rates you can add.
Note:
If you add the same state twice with different
tax rates you will encounter a Warning Error.
You will be able to add or delete tax rates
in the administration area after you have completed
Thats An Order LE setup.
When
you have added all the state tax rates that
you need, click the "Go To Step 2"
button.
Step
2. Set Shipping Rates
The
second step is setting the way in which any
shipping costs will be charged, and entering
the specific shipping rates for each method
of shipping.
First
choose from the list of four shipping charge
options by clicking on the appropriate option
button. Click the "Enter Rates" button.
Figure
shipping costs per item ordered
If
you are going to figure shipping costs per item
ordered, you will be prompted to enter the type(s)
of shipping you will have available (e.g., ground,
air, express) and the shipping charge per each
item ordered that is cor related with it.
In
the column titled "Type of Shipping"
enter one shipping method in each box numbered
1-5 as you want it to appear to your customer.
In the column titled "Shipping Charge Per
Each Item Ordered" enter the shipping charge
per each i tem ordered. That's An Order LE will
automatically display it in dollars and cents
format.
If
you have more than 5 types of shipping, click
the "Add Additional Shipping Rates"
button, and add the types of shipping and shipping
charge per each item ordered in the same way
as 1-5. There is no limit to the number of rates
you can add .
When
you have entered the type(s) of shipping you
want, click the "Go To Step 3" button.
Figure
shipping costs based on total amount of order
If
you are going to charge for shipping based on
the total amount of the order, you will be prompted
to enter the type(s) of shipping you will have
available (e.g. ground, air, express) and the
shipping charge for amounts b etween two total
amounts.
In
the column "Type of Shipping" enter
one shipping method in each box numbered 1-5
as you want it to appear to your customer.
In
the column titled "Total Charge is Between
These Amounts", enter a low and high total
charge value to define a range for the corresponding
shipping charge. For example, if you are charging
a $2 shipping rate for totals between $1 and
$10, enter 1 in the first box and 10 in the
next box, followed by $2 in the shipping rate
box. Be careful not to overlap values. In this
example, use $10.01 for your next low value,
$20 for your next high value, $20.01 for your
next low value, and $30 for your next high value,
and so on.
In
the column titled "Shipping Charge"
enter the shipping charge for each total charge.
That's An Order LE will automatically display
it in dollars and cents format.
If
you have more than 5 types of shipping, click
the "Add Additional Shipping Rates"
button, and add the additional information in
the same way as 1-5.
When
you have entered the type(s) of shipping you
want, click the "Go To Step 3" button.
Note:
If you encounter a Warning Error after entering
the shipping rates, carefully read the warning
message and use your browsers back button
to return to the Step 2. page to correct your
error.
Figure
shipping costs based on a percentage of the
total amount of order.
If
you are going to charge for shipping based on
a percentage of the total order, you will be
prompted to enter the type(s) of shipping you
will have available, and the corresponding percentage
of the total amount of the order that will equal
the s hipping cost.
In
the column "Type of Shipping" enter
one shipping method in each box numbered 1-5
as you want it to appear to your customer.
In
the column titled "Percentage of Total
Amount of Order" enter the percentage of
the total amount of the purchased order that
will equal the shipping charge for the order.
Enter the percent in decimal form (e.g., enter
6% as .06).
Do
not charge for shipping
If
you are not going to charge for shipping, click
the "Do not charge for shipping" option
button , followed by the "Enter Rates"
button, to continue to Step 3.
Step
3. Upload Header File
The
third step is uploading a header file from your
files, or a disk. The header file will be used
to create a header at the top of each page in
your store, check out area and order form. This
file may contain an image. I f so, the image
must be in the format:
<img src= "/image_dir/image_name.gif">
You can add the width and height parameters,
but it is required that you use a relative path
and quotes or images will not display correctly
on the secu re server.
To
select your header file, click the "Browse
"
button to search for the file on your computer
or a disk. When you find the header file click
the "Open" button or double click on the header
file to enter it in the box.
When
you have entered the header file, click the
"Go To Step 4" button to continue.
Step
4. Upload Footer File
The
fourth step is uploading a footer file from
your files, or a disk. The footer file will
be used to create a footer at the bottom of
each page in your store, check out area and
order form. This file may contain an image.
If so, the image must be in the format:
<img src= "/image_dir/image_name.gif">
You can add the width and height parameters,
but it is required that you use a relative path
and quotes or images will not display correctly
on the s ecure server.
You
may want to use a file that contains your company's
name, address, email, URL, phone number, and
other general information.
To
select your footer file, click the "Browse
"
button to search for the footer file on your
computer or a disk. When you find the footer
file click the "Open" button or double click
on the footer file to enter it in the box.
When
you have entered the footer file, click the
"Go To Step 5" button to continue.
Step
5. Product Information
The
fifth step is selecting the information you
want displayed with a specific product. In addition
to displaying the products name and price,
you have the option of displaying image(s),
size(s), color(s), and a descr iption.
If
you wish to display any or all of these parameters
click the "Yes" option button next
to the parameter you desire. Click the "No"
option button next to a parameter you do not
want displayed.
Note:
Thats An Order will support any image
that can be viewed in an HTML document (.jpg,
.gif, etc.)
If
you wish to display one of the parameters for
some products, but not all, you must click the
"Yes" option button, and later choose
to omit or include it when you are entering
your products.
Note:
Deciding which parameters to display will decide
the format of the product pages in your store.
Choosing all the parameters will format each
page to display all parameters, whether you
want to display it for each individual product
or not. For example, if you choose to display
an image, and you dont have images for
all your products, there will be an empty space
instead of an image for those products that
you don't have images for.
When
you have chosen the parameters you wish you
include, click the "Continue" button.
Step
5 (continued). Product Sizes
To
enter the available size(s) of your products
,enter one size per line in the box. If you
have products that are not offered in the same
size(s) enter the available sizes in the box.
You will have a chance later to c hoose which
product is offered in which size(s).
For
example, if you sell both cars and T-shirts,
a car may be offered in "2-doors"
and "4-doors", while a T-shirt may
be offered in "small", "medium",
and "large". In this case, enter 2-door,
4-door, s mall, medium, and large on separate
lines in the box.
Note:
Entering all available sizes in the setup process
creates a checkbox for each size. This will
save you from having to type them in later for
each individual product when you are adding
products in the Admin Options area.
If
your product does not come in different sizes,
i.e. it only comes in one size, you may want
to enter any size information in the description
of the product.
When
you have entered all of the available sizes,
click the "Enter Sizes" button to
continue.
Note:
Dont worry if you forget a size or enter
a size that is not available. You will be able
to edit sizes when you enter your products.
Step
5 (continued). Product Colors
To
enter the available product color(s), enter
one color per line in the box. If you have products
that are not offered in the same color(s), enter
the available colors in the box. You will have
a chance later to choose wh ich product is offered
in which color(s).
For
example, if you sell both cars and T-shirts,
a car may be offered in "silver",
and "cherry red", while a T-shirt
may be offered in "red", "blue"
and green". In this case, enter silver,
cherry red, red, blue, and green on separate
lines, in the box.
Note:
Entering all available colors in the setup process
creates a checkbox for each color. This will
save you from having to type them in later for
each individual product when you are adding
products in the Admin Options area.
If
your product does not come in different colors,
i.e. it only comes in one color, you may want
to enter any color information in the description
of the product.
When
you have entered all of the available colors,
click the "Enter Colors" button to
continue.
Note:
Dont worry if you forget a color or include
a color that is not available. You will be able
to edit colors when you enter your products.
Step
6. Server Information
In
order for your online store to work correctly
in secure mode (SSL), which safeguards your
customers' orders, you must enter your server
name.
In
the box provided enter the name of the machine
(computer) that you were given when you signed
up for your server.
When
you have entered the machine name, click the
"Go To Step 7" button to continue.
Step
7. Upload Email Text for Customer Email
When
your customer places an order, they will receive
an email confirming their order. You need to
enter a file that will appear in the email the
customer receives after placing an order. This
is a regular text file (not H TML), and should
include your contact information, return policy,
etc. All line breaks and other formatting will
show as you have created it. The actual order
information will appear below this text.
To
select your email text file, click the "Browse"
button to search for the file on your computer
or a disk. When you find the file, click the
"Open" button or double click on the file to
enter it in the box.
To
continue click the "Go to Step 8"
button.
Step
8. Admin Information
In
Admin Information you have the opportunity to
enter an email address, username, password,
and store name for your online store. The email
address you type is the one that will receive
the order emails from your customers . Your
username and password are what you will use
to enter into the admin info editing area to
change product information. The name of the
store is what customers will see as the name
of the online store when they receive order
confirmation emails.
Enter
the appropriate information in the boxes provided
and click the "Complete Set Up" button
to complete Thats An Order LE setup. Remember
to record your username and password in a safe
place.
III.
Thats An Order LE Administrative Functions
In
order to add products, edit product information,
and perform other administrative functions in
your online store, go to:
http://supportteam.net/cgi-bin/thatsanorder_LE.setup
Enter
your username and password in the boxes provided.
Click the "Login" button.
If
you forgot your password, click the "Forgot
Password" button and follow the directions
on the screen for retrieving your username and
password. To obtain your username and password
off your server, you must be able to telnet
to your serve r.
Add
Product
To
add a product to your online store, in Admin
Options, scroll to "Add Product" and
click the "Go!" button.
In
the Add Product page, you will be able to fill
in boxes for Product Name, Price, Description,
Product Image, Available sizes, Additional Sizes,
Available Colors, and Additional Colors. Note:
You will only see image, size, color and description
opt ions, if you chose to display those options
in Step 5. of Thats An Order LE setup.
Enter
each parameter as you want it to appear to your
customer in the online store.
To
select the available sizes and colors for the
given product, check the check box next to the
desired color(s) or size(s). Adding additional
colors or sizes will add additional checkboxes
to be available the next time you add a product.
When
you are finished adding the product click the
"Add Product" button to return to
the Admin Options page.
To
add more products, scroll to "Add Product"
and click the "Go!" button.
Edit/Delete
Product
Note:
To edit or delete a product, you must first
add a product to the database.
If
you wish to edit product information or delete
a product information, in Admin Options, scroll
to Edit/Delete Product and click the "Go!"
button.
You
will see a screen with a list of the products
you have added to your store in the column titled
"Product Name", and a column titled
"Delete" containing check boxes. To
delete a product check the box next to it in
the "Del ete" column and click the
"Delete Products" button. To edit
a product, click the name of the product to
get to the edit product page.
In
the Edit Product page, make any desired changes
to the product information, then click the "Edit
Product" button to return to the Admin
Options page.
Edit/Delete
Tax Rates
To
edit or delete a tax rate, in Admin Options,
scroll to "Edit/Delete Tax Rates"
and click the "Go!" button.
You
will see a list of the current states and tax
rates that you have entered.
To
make any desired changes, click on the boxes
and either scroll to desired state, or enter
a new tax rate.
To
delete a tax rate, delete the rate next to the
state.
To
add a tax rate, enter a rate and choose a state
in the blank spaces provided.
When
you have made the desired changes, click the
"Edit/Delete Tax Rates" button to
return to the Admin Options page.
Edit/Delete
Shipping Rates
To
edit or delete the way in which you charge for
shipping, or the shipping rates, in Admin Options,
scroll to "Edit/Delete Shipping Rates"
and click the "Go!" button.
You
will see the four shipping rate options listed
with option buttons next to them.
To
change the way in which you charge for shipping,
click on the option button next to the method
you want to use. To make the change and return
to the Admin Options page, click the "Edit/Delete
Shipping Rates".
Note:
If you change the type of shipping it will delete
all rates and you'll have to enter new rates
or none will appear in your online store.
To
edit shipping rates, click the underlined text
next to the option button that you have selected.
Make any desired changes in the boxes provided.
You can add up to 4 shipping rates by typing
values in the boxes. You can delete shipping
rates by c learing the values in the boxes.
Click
the "Edit Shipping" button to return
to the Admin Options page.
Edit
Admin Information
To
change your admin email address, username, password,
or store name, in Admin Options, scroll to "Edit
Admin Information" and click the "Go!"
button.
In
the displayed boxes you will see the current
admin information. To make any desired changes,
click the appropriate box, delete the current
information, and type in any changes.
Note:
All fields are required.
Click
the "Edit Admin Information" button
to make the changes and return to the Admin
Options page.
Edit
Product Information
To
change the information categories that are displayed
for each product, in Admin Options, scroll to
Edit Product Information and click the "Go!"
button.
To
change what information is displayed about products,
select either "Yes" to display or
"No" to hide "Images", "Sizes",
"Colors", and "Descriptions".
Click the "Edit Product Informatio n"
button to make the changes and return to the
Admin Options page.
If
you changed either size or color from a "No"
to a "Yes", you will need to add at least one
size or color as detailed in Step 5 of setup
"Product Sizes" and "Product Colors".
To
edit the actual images, sizes, colors or descriptions,
click on the underlined text next to the option
buttons and then edit the information in the
boxes provided. Click the button at the bottom
of the screen to make the changes and return
to the Admin Options page.
Upload
New Header/Footer/Email Files
To
change your header, footer or email files, in
Admin Options, scroll to "Upload New Header/Footer/Email
Files" and click the "Go!" button.
Note:
The boxes displayed are blank. If you enter
any new information in them, your previously
entered information will be overwritten. Leaving
the boxes blank will keep the previously entered
file(s) intact.
To
enter a new header, footer or email file click
in the appropriate box. and click the "Browse
"
button to search for your file on your computer
or a disk. When you find the file, click the
"Open" button, or double click on it to enter
it into the box.
When
you have made all desired changes, click the
"Overwrite Files" button to return
to the Admin Options page.
Edit
Machine Name
To
edit your machine name, in Admin Options, scroll
to "Edit Machine Name" and click the
"Go!" button.
In
the box provided you will see the current machine
name displayed. To change it, delete the current
name and retype the new name. Click the "Edit
Machine Name" button to make the change
and return to the Admin Options page.
Delete
Current Setup File and Start New Setup
Warning!
This will delete all files associated with Thats
An Order LE, including images, files, product
information and all setup options.
If
you wish to delete all previously entered setup
information, in Admin Options, scroll to "Delete
Current Setup File and Start New Setup"
and click the "Go!" button.
You
will see a Delete Warning, and two buttons.
If you wish to continue to delete the current
setup, click the "Continue Delete Setup"
button. If you do not wish to continue deleting
setup, click the "Cancel Delete" button.
If
you press the "Continue Delete Setup"
button, follow setup Steps 1-8 as outlined above.
IV. Viewing Your Online
Store
Once
you setup That's An Order LE the way you want
it to appear to your customer, you can test
out your online store. Go to:
http://supportteam.net/cgi-bin/thatsanorder_LE
You
can now shop in your store as if you are a customer.
Please
note the following about the checkout process:
- The
customer has the option of secure (SSL) or
regular checkout. Secure checkout will ensure
that orders are not viewed by outside parties.
- That's
An Order LE creates a unique order number
for each order made.
- Certain
information (quantity, size, color, state,
and shipping method) is required when placing
an order.
- Certain
fields (first name, last name, address, day
phone, credit card number, and cardholder's
name) are required of the customer when filling
out the online order form.
- The
order form checks the validity of the credit
card number and the expiration date however,
it is still possible that the card is not
good.
- The
final total including tax and shipping is
displayed to the customer before the order
is finalized.
- When
the customer completes their order a message
thanking them for shopping at your store and
informing them that they will receive an order
confirmation via email is displayed.
Other
things to note about That's An Order LE:
- That's
An Order LE creates an email database which
can be used for sales, mailings, etc. It can
be found at:
http://supportteam.net/thatsanorder/secure/email.db
- That's
An Order LE creates a master backup file which
will store all order information, except for
credit card numbers, for security reasons.
It can be found at:
http://supportteam.net/thatsanorder/secure/master.db
Tech Notes:
- The
program does not allow " around the product
name, they will be changed to '
- A
# sign is not allowed in the product name,
and will be removed by the script if added.
- All
products will automatically display in alphabetical
order
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