Version 4 Setup & User Manual (Red Text = New Addition/Update)
Table of Contents Minimum Requirements for a Storefront ..................................................................................................3 Settings Marked ✲ are Required...........................................................................................................3 Google Chrome or FireFox Recommended.......................................................................................... 3 Directions Format..................................................................................................................................3 Some Features are Package Specific..................................................................................................... 3 Make Many Changes, Save Once .........................................................................................................3 WYSIWYG Editing Areas.................................................................................................................... 3 Your Changes Published Every 2 to 3 Minutes.....................................................................................4 Errors, Bugs, and other Vermin............................................................................................................. 4 Help: Instructions, Tool Tips, Videos, Support..................................................................................... 4 Creating A Storefront................................................................................................................................. 6 Administration Login............................................................................................................................ 6 Admin is Organized in Order of Setup ............................................................................................ 6 My Profile..............................................................................................................................................8 Preferences............................................................................................................................................ 9 ✲ Preferences > General Settings ................................................................................................... 9 General Settings > Logo tab ..................................................................................................... 10 General Settings > Payment tab ................................................................................................ 11 ✲ Preferences > Locations ............................................................................................................ 12 ✲ Preferences > Pricing Engines ...................................................................................................13 Creating a Unit of Measure (UOM) Pricing Engine.................................................................. 14 Creating a Price Break Engine................................................................................................... 15 Creating a Pricing Calculator Pricing Engine............................................................................ 16 Testing your pricing engine. ......................................................................................................18 ✲ Preferences > Shipping ..............................................................................................................20 Shipping > Carrier Accounts tab (FedEx, UPS, USPS) ............................................................20 ✲ Preferences > Admin Users ....................................................................................................... 24 Sites..................................................................................................................................................... 25 ✲ Sites > Create New Site .............................................................................................................25 Settings > Site Types...................................................................................................................... 26 ✲ Sites > Settings .......................................................................................................................... 27 Settings > General Info tab........................................................................................................ 27 ✲ General Info > Branding .......................................................................................................27 General Info > Branding ........................................................................................................... 27 ✲ Settings > Shipping tab..........................................................................................................28 ✲ Settings > Payments tab.........................................................................................................29 Sites > Skins .................................................................................................................................. 31 Skins > Select Skin.................................................................................................................... 31 Skins > Customize Skin............................................................................................................. 31 Sites > Site Users ........................................................................................................................... 33 V4b.1113.11
1
✲ Sites > Categories ......................................................................................................................34 ✲ Sites > Products .........................................................................................................................36 Tools.........................................................................................................................................................41 Tools > File Manager ......................................................................................................................... 41 Orders.......................................................................................................................................................42 Troubleshooting....................................................................................................................................... 44 Admin Is Slow/Sluggish/Timing Out............................................................................................. 44 Adding Sites: Error - “Unable to create new site.” ........................................................................44 New Categories (or Products) Wont Save...................................................................................... 44 The Sites (B2B) > Locations and Departments Page is Blank....................................................... 44 Website Does Not Display at the URL I Entered .......................................................................... 44 Login Doesn't Work........................................................................................................................ 44 Logo Does Not Display in Website................................................................................................ 45 Home Page Does Not Display Anything in the Center “Body” Area ............................................45 Home Page Does Not Display My Categories .............................................................................. 45 Customizing the Home Page Center “Body” Area ........................................................................ 45 Home Page URL Ends With “/category”. Can I Change That?......................................................45 Clickable Home Page Banners....................................................................................................... 45 The FTP Link in My Store's Navigation Menu Does Not Have A Signup.....................................46 Does a Storefront Visitor Need To Create An Account To Send A File?........................................46 Can a Product Using an eDoc Template Ignore the Template When a File is Attached?...............46 MS Word Text Pasted Into A Product Description Makes the Product Page Look Bad.................46 “Customize Order” Button for eDoc Templates Does Not Work................................................... 47 Can Visitors Choose Different eDoc Templates after Clicking Customize Order”?......................47 The Pricing Calculator Does Not Display and/or Two Add to Cart Buttons Display.................... 47 Add to Cart Button Does Not Display............................................................................................47 Shipping Methods Don't Display....................................................................................................48 My FedEx Shipping Method Test Produces a "Dev Key Missing" Error......................................48 The Add to Cart Button is Grayed Out/Does Not Work in the Customize Order Window............48 Shipping Address Can't Be Added by User.................................................................................... 49 No Checkout Option....................................................................................................................... 49 Checkout Error................................................................................................................................49 No Email Notifications................................................................................................................... 49 No "New Order" Email for an Order Using PayPal....................................................................... 49 Orders are not being Displayed...................................................................................................... 50 Order Editing Not Working............................................................................................................ 50 Email Notifications Using Wrong “From” Name...........................................................................50 Email Notifications Lack File Download Link.............................................................................. 50 PayPal Related Issues..................................................................................................................... 51
V4b.1113.11
2
Minimum Requirements for a Storefront This guide covers the basic steps required to set up a storefront. Controls that are optional but commonly used are covered in the User Manual.
◦ Settings Marked ✲ are Required Settings below marked with an asterisk (✲) are the minimum required to setup a Site. Your Site will not be viewable online until you have completed these marked settings. The areas listed below are not intended to be a complete list of controls, as many do not require in-depth coverage in this document.
◦ Google Chrome or FireFox Recommended When using the Admin area, we recommend using Chrome or Firefox. These browsers respond faster than Safari or Internet Explorer.
Directions Format For directions to a specific area of the Pressero Admin, we will use the shorthand “Main Area Name > Control > tab” to indicate how to get to a specific area. For example, “Settings > General Settings > Logo” means click the main Settings area in Admin, then click the General Settings area in the Settings submenu, then click the Logo tab in the General Settings control. Example 2: “Sites > Users: Additional Information > Default P.O. Number” means click Sites, select Users, find the text Additional Information and look for, or select, the Default P.O. Number. Controls specific to Retail Storefronts will be marked (B2C). Controls specific to Customer Storefronts will be marked (B2B)
Some Features are Package Specific Features not supported by your package are accessible in the Admin area, but will not be editable, or may be restricted. Depending on your package, the ability to create more than one Retail store may be affected. The Workflows control; Custom Approval Plans; Custom Email Notifications and eDocBuilder interactive designer template system are included with the Professional and Enterprise packages only. To add one or more of these capabilities to the Standard package, contact your sales representative.
Make Many Changes, Save Once Most controls (such as General Settings) have tabs. •
Click each tab and enter any required or optional information as needed
•
There is no need to click Save on every tab. Clicking Save on any tab before leaving the control area will save all the changes made in every tab of the control.
WYSIWYG Editing Areas There are a number of controls that use a "What You See Is What You Get" area for adding/editing text or images to a page, product descriptions, etc.
V4b.1113.11
3
•
These areas look a little like a small Microsoft Word application, with buttons to change text characteristics, add tables, images, etc. See example below:
•
These areas automatically "translate" what you add in the "Design" view into html. Clicking the HTML option will show you the resulting code in case you prefer working with that instead.
•
Microsoft Word. If you are pasting text from Microsoft Word use the Clipboard with gray W button (top row, 7th from right) or the Clipboard with text document button next to it. This will strip excess code from the Word paste, as MS Word has a well-known habit of adding a HUGE amount of extra code to the html side of things. Not only does this excess code make the resulting html hard to read, it bloats the page size (this can negatively affect the time it takes the page to load for your customer), and it can potentially cause problems with the way the page displays. If you wish to copy text from a Word document, we recommend pasting it into a plain text editor, then copying it from there to paste into the Pressero WYSIWYG editing area.
•
For more details on this text editor, download the document “Using the Text Editor in the Pressero System” that can be found on the http://training.pressero.com website listed under Documentation.
Your Changes Published Every 2 to 3 Minutes The server updates and publishes Admin changes to your live storefront/website every 3 minutes. So you may need to wait a few minutes for changes you make in Admin to the skin, product images, pricing, etc. to be reflected in the storefront. Be aware that browsers cache (save) web page style sheet settings too, so if you don't see Skin or color changes reflected in the storefront /website a few minutes or so after saving these changes, try clearing your browser's cache (quitting your browser and restarting does the same thing). Changes made to a Page or Product are published 2 minutes after it was last used in your storefront or website. For example, if a product hasn't been used in the last 2 minutes in your storefront, and you make a change to the product in Admin, the change will appear immediately.
Errors, Bugs, and other Vermin If you experience an error or think there is a bug, please let us know. We'll get it looked into and addressed. Please include the details (the control area used, the steps to reproduce to error, the name of the skin, the browser used, a screenshot) . These details can be sent to your sales rep, or via the email link in Support.
Help: Instructions, Tool Tips, Videos, Support Most Admin control areas will have a brief description/instruction at the top or bottom of the page. Many individual control fields also have a popup, informational help or details activated by moving your cursor over the [?] link. If something is unclear, let us know. There are Version 4 Videos and guides at http://Training.Pressero.com and in the Support area at the bottom of Admin. Contact your sales rep with
V4b.1113.11
4
questions, or use the email link in Support.
V4b.1113.11
5
Creating A Storefront Administration Login Login to the Admin area http://admin.pressero.com with the username and password that you were given when you signed up. We suggest changing the password in the My Profile area once you do (See below).
To create your first storefront, you will be starting at the top of the left-side Admin navigation menu and will work your way down the list of controls.
Admin is Organized in Order of Setup
In general, the main controls are displayed in the left navigation pane in the order you should use them during the initial setup:
V4b.1113.11
6
1. My Profile 2. Preferences 3. Sites Within the Preferences and Sites control areas, the sub-controls are also generally listed in the sequence you should use them during initial setup.
V4b.1113.11
7
My Profile
Enter personal and login information about you, the main Administrator of the Pressero system. You will have the opportunity to add additional employees to your administrative area. When they log into the system with their own username and password, they will be able to manage their settings in the My Profile area as well.
◦
◦
Personal Information ◦
First Name – Required Field
◦
Last Name – Required Field
◦
Email – Required Field. The email address listed here, as well as the Username listed below, will be used to log into the administrative area (http://admin.pressero.com). The "@" character is required in Email.
◦
Time Zone – Enter your time zone so time stamps throughout the administrative area are reflected correctly for you.
Login Information ◦
Username – The Username listed here, as well as the email address listed above, will be used to log into the administrative area (http://admin.pressero.com). The "@" character cannot be used in a Username.
◦
New Password – To change your password, enter a new password here.
◦
Confirm New Password – Enter in new password again for confirmation.
V4b.1113.11
8
Preferences
The Preferences area contains controls for settings that can or will be used by all the storefronts you create.
✲ Preferences > General Settings
Enter information about your organization. This will be used by default in various places within your storefront/website. Preferences > General Settings tab
◦ Default Time Zone, This will be used for all Sites you create–though it can be over ridden on a Site-by-Site basis. The Time Zone is used to time stamp orders and emails. ◦ Site for FTP and Proofs. This tells the system which of your Sites will be used when you load proofs (see Tools > Proofing) to be reviewed and approved by your customers. Note that the New Proof email sent to your customers is also sent from this site and is edited there as well. ◦ Site for FTP and Proofs. This is also used as the FTP location for customers using an FTP client such as Fetch, wsFTP, etc, to send you files. Note: if they use their web browser instead for FTP, they can access FTP at any Site you add an FTP link to (See Sites > Navigation > Standard Items).
V4b.1113.11
9
General Settings > Logo tab The logo you upload here will be used by default (but changeable) for Sites you create. File types allowed are .png, .jpg, .gif, .bmp. File type preferred is .png.
V4b.1113.11
10
General Settings > Payment tab This is where you link Pressero to your PayPal account. Your PayPal email is required if you will be allowing credit card payments in any Site.
1. You will need a free PayPal business account (Website Payments Standard). You can go to https://www.paypal.com/us/cgi-bin/&cmd=_registration-run in order to start signing up. Click "Get Started" in the Business area. Then, in the drop-down menu that will appear, choose "Website Payments Standard." After that, you can follow PayPal's instructions to complete the account setup process. Make sure you follow the instructions to confirm your email address after creating the account. 2. VERY IMPORTANT: You will then need to enter the following PayPal IPN into your PayPal account: http://orderingplatform.com/IPN.aspx 3. Once your PayPal account has been created, and your IPN has been entered, go to the "General Settings" tab in your Pressero admin site. Then click on the "Payments" tab. Enter the email address associated with your new PayPal business account and click "Save." If the steps above are not completed, you may experience some of the following issues: ◦
Orders not being marked "paid" in your administrative area > Orders.
◦
Customer and Site administrators will not receive confirmation from Pressero that an order has been completed. You will only receive a receipt from PayPal to your account email.
◦
PayPal may add tax to the transaction.
V4b.1113.11
11
✲ Preferences > Locations
Adding a Location
The Location is the address of your facility/office. Click ⊞ Add New Location to enter information about your production facility locations. ◦ If you operate at several locations, one can be designated as your primary location using the Change Primary Location menu at the top of the Locations control window. ◦ If you are entering multiple print locations, you will be able to filter Orders based on which Location they are assigned to. ◦ The location you set as “Primary” will be used for calculating shipping costs when using FedEx, UPS, etc. ◦
Without a Location, any Store you create will have problems in the Shipping area of Checkout.
◦ A specific Location can be assigned to a Site. Shipping costs will use this as the "ship from" origin. ◦ You may view a list of deleted locations by selecting the “Include Deleted” box at the top of the screen. You can save the location to make it active again. ◦ The information you see in the column view can be exported to Excel, CSV, PDF or Word by selecting the icon to the right of the page.
V4b.1113.11
12
✲ Preferences > Pricing Engines
1. Pricing Engines: Needed for Products. A Pricing Engine must be available to be used with the Product. To add a Product to your site (later in the setup), you will select an appropriate Pricing Engine. 2. Pricing Engines: Reusable. A Pricing Engine you create can be used with more than one Product and more than one Site. ◦ You can have a different Pricing Engine for different Groups of Users in your Customer Storefront. In Products > Pricing, you can pair a Pricing Engine with a Group of Users. Any number of Group/ Pricing Engine pairs can be set for a given Product. This feature enables you to limit the products a Group member can order, while displaying Group-specific pricing for the products. For example, you can have one price for sales staff and another for management if needed, while members of the production Group don't even see the product. 3. Pricing Engines: Three Types. You can create three types of Pricing Engines: UOM (Unit of Measure), Price Breaks, and Calculators. For all three, checking the “Show Per Piece Price” box in Products > Pricing will display the Per Piece price along with the total price. 1. UOM (Unit of Measure). You can set a simple pricing method that is based on ordering a box, a carton, or single item (“each”). Example: A box of 200 items is $20.00, a box of 500 is $35.00, and a box of 1000 is $55.00. The customer selects the unit they want and the system will show the price. 2. Price Break. You can set a simple pricing method that is based only on the quantity ordered. Example: You set 1-49 items at $2.00/each, 50-99 at $1.50/each, and 100 and up at $1.00/each. The customer enters a quantity they want and the system will calculate the cost. 3. Calculators. You can set a number of criteria used in an Excel calculation to determine the price. For example, the customer makes choices for Quantity, Paper Stock, Number of Sides, Paper Size, Turnaround Time, etc. and those selections are used to instantly calculate and display a price. 4. Pricing Engines and Integrated Shipping. If you plan to provide an integrated shipping method (FedEx, UPS, USPS) as an option for those ordering a Product, make sure the Pricing Engine has weights. An integrated shipping option will never work (and won't display) when there are no weights in the Pricing Engine. Adding a Pricing Engine
Click ⊞ Create New Pricing Engine to begin the process. See below for details on each type of Pricing Engine.
V4b.1113.11
13
Creating a Unit of Measure (UOM) Pricing Engine 1. Click Create New Price Engine. 2. Select UOM engine from the drop down menu. 3. Enter a name for your pricing engine. 4. Click Add New UOM line. 5. Enter your Unit of Measure (Box, Carton, Each, etc.). 6. Enter a Quantity for the UOM, the Stock used (20# Paper, Card Stock, etc.). This is optional. 7. Enter Ink (4 Color, Full Color, etc.). This is optional. 8. Enter the Price of the UOM (do not use currency symbols, these will be automatically added based on the Culture setting for your Site (Settings > General Info: Culture). 9. Enter the weight for the UOM (do not add lbs., kg, etc. as these will be added automatically based on the Site's Culture setting). You must enter a weight if you plan on using integrated shipping options. 10.Click the ☑ check mark button to add this UOM line. Repeat to add additional lines. 11.Click Save when finished.
To edit a line item, select the pencil icon next to each UOM line. Make changes and be sure to select the checkmark and save when you are done. If you want to cancel the editing of the line, select the red cancel icon. To delete a line entry, select the red check mark at the end of the row.
V4b.1113.11
14
Creating a Price Break Engine 1. Click Create New Price Engine. 2. Select Price Breaks from the drop down menu. 3. Name your price break engine. 4. Click Add New Price Breaks Entry. 5. Enter the Quantity for the Price Break (1, 100, 1000, etc.). 6. Enter the Weight for each item (do not add lbs., kg, etc., these will be automatically added based on the Culture setting for your Site (Settings > General Info: Culture). You must enter a weight if you plan on using integrated shipping options. 7. Enter the Price per item in this quantity range (do not use currency symbols, these will be added automatically based on the Site's Culture setting). 8. Click the ☑ check mark button to add this Price Break line. 9. Repeat to add additional price breaks. 10. Click Save when finished.
To edit a line item, select the pencil icon next to each price break line. Make changes and be sure to select the checkmark and save when you are done. If you want to cancel the editing of the line, select the red cancel icon. To delete a line entry, select the red check mark at the end of the row.
V4b.1113.11
15
Creating a Pricing Calculator Pricing Engine Creating a Pricing Calculator is different than UOM and Price Break Engines. You will complete a form page, save your entries by creating an Excel file, and edit that Excel file with pricing information. Like UOM and Price Breaks, you can use each calculator engine in multiple sites, with multiple products. It is highly suggested that you watch the training videos on creating pricing calculators since there are many ways to approach this type of engine, and a lot of options available to you to create what you need. Follow the steps below to set up an example pricing calculator. 1. Click Create New Price Engine. 2. Select Calculator from the drop down menu. 3. Name your pricing calculator “Example Pricing Calculator Engine”. 4. Click Create New Excel File button. 5. In the Quantity Parameters section enter "Choose Quantity" for Name (or any other name for prompting the quantity... Choose number of brochures, etc.). For Options, enter your quantity ranges "100", "200", "300", (without quotes) each on their own line. Do not enter commas and be sure to enter a return after each entry. Only the first Quantity area applies to Grid Parameters. Calculator Parameters allow up to 5 Quantity entries. 6. If you have only a few options (besides quantity) that your customer will choose from, use the Grid Parameters area to enter the option name, and the choices your customers will choose from. If you will be providing many options with many selections, you may want to enter them in the Calculator Parameters instead. Why? With many parameters and many options, the Grid method can create a very large table with cells you will need to fill in. In contrast, the Calculator Parameters can take advantage of a few standard calculation formulas instead. So a Grid with 5 quantities (100, 200, 300, 400, 500), 3 Parameters (Size, Ink Colors, Sides) each with 2 possible selections will result in (2+2+2)x5=30 price cells that must be filled in. Not too bad. But if the selections increase to 4 each (4+4+4)x5 you will need to fill in 60 price cells. Using the Calculator Parameters instead will likely save some time. Grid and Calculator parameter 's can often be used in combination. 7. In the Calculator Parameters area enter "Product" for Name. For Options, enter "Product 100", "Product 200", "Product 300", (without quotes) each on their own line. 8. In the Calculator Parameters area enter "Turnaround" for Name. For Options, enter "Normal", "Expedited", (without quotes) each on their own line. 9. Click Generate Excel File. Click the New Excel File link to download the file. 10.Open the file using the free Mac/Windows www.OpenOffice.org spreadsheet application (or Excel). In
V4b.1113.11
16
the Package Weight row, enter the weight (numbers only, no lbs or kg) for each Quantity. If you will be using integrated shipping options you will need to enter in a weight. 11.In the Calculator Parameters area, for Product 100, click the Yes under "Show As Option" and select No (we are hiding this from your customer). Under "Cost Per Billing Unit" enter the price for a Quantity of 100. Enter 100 for both Min Qty and Max Qty. For Product 200, click the Yes under "Show As Option" and select No (we are hiding this from your customer). Under "Cost Per Billing Unit" enter the price for a Quantity of 200. Enter 200 for both Min Qty and Max Qty. For Product 300, click the Yes under "Show As Option" and select No (we are hiding this from your customer). Under "Cost Per Billing Unit" enter the price for a Quantity of 300. Enter 300 for both Min Qty and Max Qty. 12.In the Calculator Parameters area, for Turnaround Normal, keep Yes under "Show As Option" (we are allowing your customer to select this). Leave the rest as-is. For Turnaround Expedited, keep Yes under "Show As Option" (we are allowing your customer to select this). Under "Setup" enter the flat price up charge for Expedited turnaround. Alternatively, enter a number under the % Markup column. Of course there are many other ways pricing can be set. This is just an example. 13.Save the spreadsheet as "Calculator (Sample).xls". In the Pressero Preferences > Pricing Engines > Calculator (Sample) editing window, select the saved spreadsheet using the Upload Excel File field. Click Save. Should you need to make changes to the pricing, make them in the spreadsheet and upload the new spreadsheet into Pressero to replace the old.
V4b.1113.11
17
Testing your pricing engine. 1. The Pricing Engine Test area can be used to test without needing a storefront. 2. Choose Pricing Engines from your Preferences area. 3. Find the pricing engine you would like to test from the list of engines. Select the pencil icon. 4. Select the second tab, Test Pricing Engine. 5. Depending on the pricing engine you are testing, different options will be available for you to test. These are the same options that will be available to you when you assign your engine to a product. 6. Select the options that will apply to your product. 7. Select the “Set Options” button. 8. Complete the pricing engine that displays below the options. 9. Compare the results that are shown to the right and make sure the results you expected are show If they are you are ready to assign this engine to a product. If the results are not what you expected, return to the edit screen, make necessary changes and retest.
V4b.1113.11
18
Editing a Pricing Engine
Select the pencil icon next to the Price Engine's Name to edit a Price Engine. The edit window will display. You can review the Price Engine details and settings. Click Save after making any changes. Deleting/Undeleting a Pricing Engine
Click the Delete button at the bottom of the Price Engine edit window to delete a Price Engine.
Check mark the Include Deleted box at the top of the Price Engine control to display all deleted a Price Engine. Click the Edit pencil and then click Save to undelete a Price Engine.
V4b.1113.11
19
✲ Preferences > Shipping
You must have at least one Shipping Method available for a customer to place an order. Otherwise there will be no “Submit Order” button in the Site. Shipping > Carrier Accounts tab (FedEx, UPS, USPS) Select “Carrier Accounts from the Shipping link to set up the carrier account information. If you will be offering Shipping Methods that use USPS (US Postal Service), FedEx, or UPS, enter your account details, Save. Also, make sure you have entered a location in Preferences > Locations. This will be used as the “ship from” for calculating shipping costs. Without a Location, any Store you create will have problems in the Shipping area of Checkout. You can override the account information entered here on a site by site basis. If you want to use your customer's account (instead of yours), enter it in their Site > Settings > Shipping area instead.
FedEx. FedEx has changed their rules for integrated shipping. Each print service provider (you) must get their own “dev key” and password. Here are the steps: Go to http://www.fedex.com/us/developer/index.html 1. Login, and make sure the "I want to go to" drop down has "Web Services for Shipping" selected. If you don't have an account, go to the Sign Up page link, located below the login area 2. Click on Move to Production
V4b.1113.11
20
3. Click Obtain Production Key at the bottom of the page 4. Select "No" for resell intent. Click the FedEx Web Services for Shipping option in the second area. In the third area, click Corporate Developer. 5. On the next screen, Accept the license agreement 6. Put your information in the Contact Info area 7. Put your information in the Developer Info area 8. Proceed through confirmation. Enter the information you receive in the Settings > Shipping > Carrier Accounts area. Enter the Developer Test Key into the FedEx Dev Key field, enter Test Account Number into FedEx Account, and enter Test Meter Number into FedEx Meter. Enter the Test Security Code emailed by FedEx into the FedEx Password field, Save. UPS 1. For UPS, you need to register for a UPS Online Tools account here: https://www.ups.com/upsdeveloperkit?loc=en_US 2. Follow the five steps in “How To Get Started” to get an Access key 3. Your user id and password should be contained in the email that UPS sends to you. 4. You'll use the information you receive in Pressero's Settings > Shipping > Carrier Accounts area. Save. USPS 1. For US Postal Service, you need to register here: http://www.usps.com/webtools/welcome.htm Where it says "Access USPS Tools", click "Sign up". 2. "What is the Web site address (URL) of the site that will be hosting the USPS Web Tools?" - enter your intended site name. 3. "How will you be using the USPS Web Tools? - "Exclusively on my website". 4. You will receive a UserID and a Password by Email from UPS. These must be added in Pressero's Preferences > Shipping > Carrier area.
V4b.1113.11
21
Shipping > Shipping Methods tab
1. Name and create Shipping Methods your customer will choose. Two types are available: ◦ Integrated (rates based on your Carrier Accounts) ◦ Non-Integrated (Pickup, Delivery by your vehicle). 2. Click Create New Shipping Method. Enter a shipping Method Name (FedEx Next Day, UPS Ground, Pickup, etc.) 3. Select a Carrier for this shipping method (or Use Non-Integrated for Customer Pickup, Company Delivery Vehicle, etc.). 4. Enter other parameters as needed, Save. 5. Note, setting Maximum Weight to zero will likely prevent the display of any integrated shipping methods and may prevent Checkout. 6. Within each Site you create, one or more of these Shipping Methods can be selected by you for use by your customers. 7. FedEx > Special Services. Only select services that do not conflict. For example, having "Hold at location" as well as "Inside Delivery" plus "Return Shipment" selected will prevent the proper operation of the shipping method because these are contradictory requirements. Note Home Delivery is not yet supported, do not select it. 8. UPS > Packaging. Note that some Packaging types work for certain UPS services and not for others. "None”, or “Your Packaging" should be selected for UPS Ground. Do not select "Box" for UPS Ground. “Box” only works for UPS Air, UPS 2nd Day, etc. If your UPS Shipping Method does not display in your Storefront, this would likely be the cause.
V4b.1113.11
22
Editing a Shipping Method
Select the pencil icon next to the Shipping Method's Name to edit a Shipping Method. The edit window will display. You can review the Shipping Method details and settings. Click Save after making any changes. Deleting/Undeleting a Shipping Method
Click the Delete button at the bottom of the Shipping Method edit window to delete a Shipping Method.
Check mark the Include Deleted Methods box at the top of the Shipping Method control to display all deleted a Shipping Methods. Click the Edit pencil and then click Save to undelete a Shipping Method.
V4b.1113.11
23
✲ Preferences > Admin Users
Anyone who has access to the Pressero Admin. The type of access they have can be controlled by you by assigning them to an Admin Group. Click ⊞ or Add New User. Every User account must have at either an Email address or a Username.
To create a new administrative user, select the “Add New User” link. To view and re-activate a previously deleted administrative user, check the box “Include Deleted Users” at the top of the page. To edit a user, select the pencil icon beside the Username of the user. 1. Users: Personal Information > Email. The "@" character is required in Email. 2. Users: Login Information > Username. The "@" character cannot be used in a Username. 3. Users: Additional Information > Receive Notifications. Check this box if you want this person eligible to receive email notifications. Unchecked, this User will be blocked from receiving email notices. See also Sites > Users, and Sites > Email Notifications.
V4b.1113.11
24
Sites
This is where you create, manage, and maintain B2C storefronts, B2B storefronts, and Informational Websites.
✲ Sites > Create New Site To create a Retail (B2C), Customer (B2B) or Informational Website, click Create New Site.
◦ Domain. When creating a new Site, use the “name.v4.pressero.com” domain name your Aleyant rep sent you and append any text you want to the front of it, separated by a dot. For example, if you had been sent AmcoPrinting.v4.pressero.com, you could create a retail Site using “store.AmcoPrinting.v4.pressero.com”, or B2B site using “123.AmcoPrinting.v4.pressero.com”, etc. Until you go live, you must use this base domain in your naming conventions or you site will not display. ◦ Site Preview. After you have completed the required ✲ setup steps, you can preview your Site by using the domain you set above. If you are still logged in to your admin area, use a different browser to view changes to avoid browser conflicts and unexpected errors.
V4b.1113.11
25
Settings > Site Types The controls and capabilities of a site will vary based on the type of site you choose to create: a B2B storefront, a B2C storefront, or an Informational website, ◦ B2B Storefront. A B2B (customer) site will require the user to login first and is intended for exclusive use of a large or regular customer, a print broker, or wholesale trade customers. This site is marked with an icon of a business person. ◦ B2C Storefront. In contrast, a B2C (retail) site is intended for use by the general public and a login is only needed during the checkout/payment process. This site is marked with an icon of a retail storefront with a window awning. ◦ Informational Website. An Informational website is one that does not have a shopping cart system (no ecommerce) at all. This site is marked with an icon of an "i" for information. The illustration below shows the controls for each type of site. The Informational Site contains the basic website, webpage, user, and email controls available for all three types of sites. Both B2C and B2B sites contain extra controls related to selling products and services. B2B sites contain extra controls related to a customer's locations, purchase orders, and supervisory order approvals. B2B Site Controls
V4b.1113.11
B2C Site Controls
Informational Site Controls
26
✲ Sites > Settings
Settings > General Info tab
✲ General Info > Branding ◦ Home Page URL. Leave as Default for now. Later, this control can be used to select the page you want used for Home from an alternative list of Catalog pages, Product pages, or Pages that you created. For an Informational Site home page, create a Page, and make that your starting page (see Sites > Pages). ◦ Logo. For the Logo, consider using one with a transparent background, saved as a PNG file. Alternatively, use a background color that looks good with the Skin you are choosing when creating the Logo. General Info > Branding ◦ Culture. Site culture setting dictates currency, weight units, and language of email notifications to be sent. 1. Language. Text you enter in the system, such as product name or description, are displayed regardless of the Culture setting, or the user's web browser's language setting. 2. Web Browser Localization. A web browser's language setting will localize text for standard text items (e.g., the "Login" text on a button. This requires a translation already be in the Pressero system. In late 2011 we will add Spanish (Spain), and Portuguese (Brazil) to the current English (US) support. 3. Date and Numbers. The User's web browser will also dictate how dates and numbers are formatted. General Info > Site Basics ◦ Allow Self-Signup. If you check Allow Self-Signup, and you want these Users to see content (Categories, Products) after they create an account and sign-in, make sure these User's belong to a Site Group (such as Everyone). See Sites > Users > Site Group Membership. General Info > Checkout ◦ Capture Requested Ship Date. A "date picker" option to provide a calendar the customer can use to
V4b.1113.11
27
select a desired shipping date, based on settings you have created for a product when it is In Stock or Out of Stock. See Products > General > In Stock ship days, Out of Stock ship days. 1. Unchecked. If unchecked, the customer will not be able to select a shipping date, and your Orders area will use a Product's "In Stock Ship Days" and "Out of Stock Ship Days" values to determine and display a default "Requested Ship Date" for the order. 2. Checked. If this option is check marked, we use the product's "In Stock Ship Days" and "Out of Stock Ship Days" to determine the earliest possible date that can be selected, though the customer could select a later date. If the item is not under inventory control (i.e., it is produced as needed), the out-ofstock value is used (i.e., the product must be produced). If the item is under inventory control, and if there is enough inventory, the "In Stock Ship Days" value is used. If the items is under inventory control, but you don't have enough, then the out of stock value is used instead. ◦ Primary Location. Uses an address in the Locations & Departments control as the primary Bill To location for all orders. If the site has one location, this will be used for all orders. If the site's Address Book Mode is set to Address or Both, the user's Bill to location will be their Primary Address as set in their Address Book. ◦ Capture Billing Address. If this box is checked, the user will see a list of Bill To locations to choose from. •
If the site's Address Book Mode is set to Location, the user's Bill To location will be the one set in Sites > Settings > General: Checkout > Primary Location.
•
If the site's Address Book Mode is set to Address or Both, the user's default Bill To location will be their Primary Address as set in their Address Book.
Settings > Domains tab
Enter the temporary domain name we provided that uses the “name.v4.pressero.com” format. 1. Enter your new Domain Name and click "Add New Domain". The new domain will be added to the "Domains for This Site" area. 2. Select your new domain and click "Set as Primary Domain".Save.
✲ Settings > Shipping tab
Select the Shipping Methods. The available Shipping Methods are listed, Check mark the ones you want for this Storefront. Test the shipping methods using the Test area at the bottom.
V4b.1113.11
28
Tip: Try different weights (0, 1, 100, 1000), as some shipping methods may work for some weights, but not others, depending on the minimum and maximum weights you set for them.
The test Result box will display costs (if successful) or errors. For example, a failed UPS Shipping test might display as "Shipment not possible: HardError: Error occurred on AccessRequest/ AccessLicenseNumber". This means UPS is reporting that one or more of the carrier account fields (UPS Access Key, UPS Account #, UPS User ID, UPS Password) are invalid or blank. Using a Customer's FedEx Account. To use a customer's FedEx account for their B2B site, we believe that it will only be necessary to replace the Meter # and Account # (see FedEx Shipping Info above) The Developer Key and Password will remain the same (yours). We haven't tested this, however. If you try it, please let us know.
✲ Settings > Payments tab
Select the Payment options your customer can select, Save. Check Credit Card as an option only if you have setup your PayPal account (Preferences > General Settings > Payments). Otherwise, an error will occur in Checkout when choosing Credit Card if your PayPal account is not setup. ◦ Open Terms. This "Submit Order" option will allow the User to order without payment. When an order is placed, a "New Order" email will be sent to you. ◦ Credit Card. The "Pay by Credit Card" option requires the user to pay with a credit card (via PayPal). When the order is placed the "New Order" email will NOT be sent until a PayPal payment confirmation is received for it. ◦ Both Open Terms and Credit Card. If both Credit Card and Open Terms are enabled for a site, and the user selects "Submit Order" (open terms), then a "New Order" email will be sent to you, and to your customer. If they click "Pay by Credit Card" instead, the system will not send the email until a Paypal
V4b.1113.11
29
payment confirmation arrives. When both Credit Card and Open Terms payment methods are available for a site, the system distinguishes between: • Unpaid (Temporarily) - the User selected "Pay by Credit Card," completed payment in PayPal, but PayPal confirmation has not yet been received by Pressero. Upon confirmation, the order will display under Paid and a "New Order" email will be sent. • Unpaid (& Abandoned) - the User selected "Pay by Credit Card ", but then quit PayPal before payment. The will never be listed under Paid and the "New Order" email will not be sent. • Unpaid - the User selected "Submit Order" (open terms) to complete their order. The order will not be listed as Paid but the "New Order" email will be sent. ◦ Open Terms Bill To Address. If the Sites > Settings > General: Checkout > Address Book Mode is set to Location, the user's default Bill To location will be the one set in Sites > Settings > General: Checkout > Primary Location. If the site's Address Book Mode is set to Address or Both, the user's default Bill To location will be their Primary Address as set in their Address Book.
V4b.1113.11
30
Sites > Skins
Skins > Select Skin
Select a layout for the site. It's look (colors and images) can be changed after selection by using the Customize Skin tab. If none of the skin layouts match your needs, contact your sales rep for pricing and details on a Custom Skin. After a Custom Skin has been added to your account, it will display and be selectable at the bottom of the Select Skin page. For testing, it's best to apply a custom skin to a test storefront before using it with your actual storefront. Skins > Customize Skin
•
• •
Images. Images for a Skin can be changed. Select from our stock images for the background, banner, shopping cart, etc., or use your own. • To use your own images, click the Upload Images link. Click the “+” icon to add your image to the skinImages folder. • Images can be .JPG, .GIF, .PNG. • The banner can also use a .SWF or animated GIF file. • For image size, refer to the Skins control area. • Name the file as needed (for example, background.jpg, cart.png, etc.). • Some skins support banners that are smaller in height than the default banner. These would be Clean & Clear, Ender's Game, Holmes, Rumfoord, Santiago, The Post, Watson. The banner width still needs to match the required width. Color Scheme. Enter the Hex or RGB color value you want, click Apply. Click Save Skin Settings before leaving the Skins control. Twitter Feed. Optional. A Twitter feed can be displayed on your Home page based on your Skin's layout.
V4b.1113.11
31
•
•
Enter a Twitter Account (e.g., for Twitter/Web2Print, enter Web2Print). Save Skin Settings before leaving the Skins control. RSS Feed. Optional. This field can be left blank, or an RSS feed can be displayed on your Home page based on your Skin's layout. Enter an RSS feed (e.g., for a Google Sci/Tech news feed enter http://news.google.com/news?ned=us&topic=t&output=rss, for a National Public Radio news feed enter http://www.npr.org/rss/rss.php?id=1019). RSS News feeds can be found on many websites and can be a source for your site, or use a web search. Save Skin Settings before leaving the Skins control. Show Your Logo. Optional. Uncheck this if you don't want your logo to display. Your customer's logo will still display.
V4b.1113.11
32
Sites > Site Users
Anyone who has access to the Site is a User. If it is a Customer Site (B2B) the type of access they have can be controlled by you in various ways particularly by assigning them to one or more Site Groups. ◦ You can add Users manually, or allow them to create their own accounts via the website. ◦ When setting up a custom approval plan, each user account does not need to have that custom approval selected for it to apply to their orders. Instead, make the plan the "Default Approval Plan" for the site (Sites . Settings > General Info), and users do not have to be individually set. If you have some users that should use a different plan than others, then you can set them individually. But this situation should be very rare. ◦ The User's "Approved By" Group setting can be left blank, or a Group can be selected. If you select a Group, it will only be used by an Approval Plan that has the "The Site Group assigned to approve the user's orders" option checked in the "Who will approve orders that match this rule?" area. (Sites > Approval Plans > Rule).
V4b.1113.11
33
✲ Sites > Categories
If you will be using Categories to organize and display similar Products, create the Categories first to avoid extra work. When you create a Category, you have a choice as to where it will display. By default, the Storefront's Home page (a.k.a. “root”) displays the Category page with whatever Categories (and/or Products) where assigned to "root" when they were created. When you create a Category, the choice is to assign it to root, or alternatively to another Category (making the new Category a subcategory of the one you assign it to). In a similar way, a Product can be assigned to a Category, or alternatively to root. Whatever is assigned to root will display in the Home page. Whatever Category or Product is assigned to a Category (instead of root) will only be seen after clicking the Category on the Home page. ◦ In the Sites, select Categories, click Add New Category. Categories must have a unique name and URL. If you try saving a Category with the same name or URL being used by another Category—including Deleted Categories—the Save will fail. ◦ General Info. Set the Parent Category to Root so it will display on the Home page. Sort Order sets its position relative to other Categories. If all Categories have the same Sort Order number, they will simply display A-Z. ◦ General Info: Parent and Subcategories. Select another Category to be the Parent if you want to create a Subcategory. When Storefront visitors click the (Parent) Category, they will see the Subcategories and any Products assigned to the Parent Category. Also see Navigation: Adding Subcategories to a Menu. ◦ Description. The Short Description will display under the Categories name in the Catalog page. The Long Description will display when the Category is clicked. ◦ SEO (B2C). The Category will use the default SEO content (Retail Sites only). To over-ride the default SEO content for a Category you create, use Categories > SEO. Any SEO field left blank in Categories > SEO will use your default SEO info. ◦ Artwork. Category images should be at least 300px on each side. From this “master”, the Pressero system will automatically create and use three different image sizes within the storefront. If you have the
V4b.1113.11
34
Professional or Enterprise package, you can use the Image Pack (available from your Aleyant sales rep) as a resource for Category or Product images. If you don't load your own artwork for a Category, a default diskette-like image will display. ◦ The “root” item. At the top of the Category list is an item called “root”. Click the Edit pencil to add header text , introductory “welcome” text, and images above the Categories that display on the Home page and the Product Catalog Root page. Leave the Long Description area blank if you want nothing to display. Save. Categories: Deleting/Undeleting. Deleting is also done in the editing window by clicking the Delete button. To undelete a Category check the box for "Include Deleted" at the top of the Categories page, select the item, and click Save.
V4b.1113.11
35
✲ Sites > Products
Products > Adding a Product
When you create a Product, you have a choice as to where it will display. By default, the Storefront's Home page (a.k.a. “root”) displays whatever Categories (and/or Products) where assigned to "root" when they were created. When you create a Product, the choice is to assign it to a Category or alternatively to root. The norm is to assign a product to a Category. Whatever Product is assigned to a Category (instead of root) will only be seen after clicking the Category on the Home page. 1. ✲ Products > General tab
A variety of functions and controls, file upload preferences. JDF data fields for production environments that use JDF, and pairing with an eDocBuilder template if needed.
V4b.1113.11
36
◦ Products must have a unique name and URL. If you try saving a Product with the name or URL being used by another Product—including Deleted Products—the Save will fail. ◦ "In Stock Ship Days" and "Out of Stock Ship Days" are used to determine the earliest possible date that a product can be shipped. If the item is not under inventory control, the out-of-stock value is used (i.e., the product must be produced) for the date displayed to you in the Orders area. If the item is under inventory control, and if there is enough inventory, the "In Stock Ship Days" value is used instead. If the item is under inventory control, but you don't have enough, then the out of stock value is used. These values are also used in conjunction with the Site's "Capture Requested Ship Date" option allowing the customer to select a date (see Site > Settings > General Info). ◦ Display Shipping Estimator. With the box checked, the User will be able to get an estimate for this product's shipping cost. A ship to Country selection menu will also display. If you don't want the country selector displayed, the following code will need to be added to ( Sites > Settings > SEO/HTML tab > edit HTML head content ). It can exist with any current code in this area and should not replace any current code therein. #detailPage_shippingCalculatorPostalCode-Country, #ctl00_ContentPlaceHolder1_ddlCountryCode{display:none;} ◦ File Uploads. You can enable the customer to attach one or more files to their product. Under the Upload Fields section, enter an Upload Field Prompt (e.g., Add File, or Attach Artwork, or Provide Fonts, etc.) and click Add. Repeat this process to add additional file upload fields. ◦ File Upload Size Limit. The total file transfer limit per upload session is 200MB or 2 Hours. ◦ File Upload Preview. If you set the Width, Height, and Bleed, any PDF or Raster file the customer uploads will be displayed back to them, cropped to these specifications. Supported file types are PDF, JPG, GIF, and PNG, ◦ eDocBuilder Templates. To assign a template you create to this Product, select it from the Select eDocBuilder list. If your template is not displayed in the list, use the Click to Sync eDocBuilder button. Note: if the eDocBuilder template is intended for variable data via a data file upload by the users, Excel file format versions supported : ▪ Excel 97 (.xls, .xlt, .xla, .xlm) ▪ Excel 2000 (.xls, .xlt, .xla, .xlm) ▪ Excel XP (.xls, .xlt, .xla, .xlm) ▪ Excel 2003 (.xls, .xlt, .xla, .xlm) ▪ Excel 2007 (.xlsx, .xlsm, .xltx, .xltm, .xls, .xlt, .xla, .xlm) ▪ CSV files generated on a Mac are not supported ◦ Digitally Deliver eDoc File. Choose this option when the eDocBuilder product will be digitally delivered and not printed and shipped. When this option is chosen, any weight set for the pricing engines used will be eliminated, removing any integrated shipping options in the checkout process. The customer will receive a link in the order confirmation email so they can download the PDF file generated from eDocBuilder. ◦ Interactive Designer Templates. If you want to add instructions for an interactive Designer template, enter the html code below into the Instructions editor using the HTML view: Instructions To Edit, click the text or image in the preview, or use the left-side controls.
To Add an Extra Image, click the "Add Image" button.
V4b.1113.11
37
To Add Extra Text, click the "Add Text" button.
To Add to Cart, click the "Approve/Checkout" button. The result will look like this:
◦ The eDocBuilder interactive designer template system is included with the Professional and Enterprise packages. To add this capability the Standard package, contact your sales representative. 2. Products > Description tab
The Long Description will display when the Product is selected. The Short Description will display under the Product name in the Product selection page. 3. ✲ Products > Pricing tab
Every product must have a Price Engine paired with a Site Group before it can be saved. You can temporarily pair the Site Group “Everyone” with the “Need To Do!” Pricing Engine discussed in Preferences > Pricing Engines. However, “Need To Do” is a non-functioning placeholder. It will need to be replaced with an actual Pricing Engine before a Product can be tested. 1. Create a Pricing Engine (Preferences > Pricing Engine), Save it. 2. In Sites, select Products > Add New Product (or click the Edit pencil to open Product). 3. Enter the General Info, then use the Pricing tab to select a Site Group and Price Engine. 4. Click Save Pricing Group and Engine Pair button. 5. Enter any other data and Click Save.
V4b.1113.11
38
3. Products > Artwork tab
Product images should be at least 300px on each side. From this “master”, the Pressero system will automatically create and use three different image sizes within the storefront. If you have the Professional or Enterprise package, you can use the Image Pack (available from your Aleyant sales rep) as a resource for Category or Product images. If you don't load your own artwork for a Category, a default diskette-like image will display. 4. Products > Categories tab
You have a choice as to where a Product will display in the storefront, either on the Home page (a.k.a. “root”), or on a product Category page. When you create a Product, your choices are to assign it to a Category, or to the "root" page, or both. Normally you will assign a product only to a Category. ◦ When a Product is assigned to a Category the product will be seen after clicking its Category on the Home page. ◦ You can assign a Product to one or more Categories. ◦ Assigning a product to "root" will display it on the Home page sorted 0-9, A-Z, below the Categories. 5. Products > Forms tab
You can add a Form to the Product page to collect extra information when the User orders a Product. Also see Preferences > Forms.
V4b.1113.11
39
6. Products > Site Groups tab
Choose what Site Groups are allowed to view or purchase this product. 7. Products > Attributes tab
Use this control to assign an Attribute. Also see Preferences > Product Attributes 8. Products > SEO (B2C) tab The Product will use the default SEO content (Retail Sites only). To over-ride the default SEO content for a Product you create, use Products > SEO. Any SEO field left blank in will use your default SEO info. 9. Editing a Product
To change or edit a Product, click the pencil icon next to the product image. 10.Deleting/Undeleting a Product
To delete a Product, open the Edit window and click the Delete button at the bottom of the General tab.
To undelete a product check the box for "Include Deleted" at the top of the Products page, select the item, and click Save.
V4b.1113.11
40
Tools Tools > File Manager
Files associated with Orders, Skins, FTP accounts, and File Upload Forms are stored here. These files can be added, deleted and updated by you. ◦ WebFiles. A repository for images and docs from the WYSIWYG editors. ◦ Orders. Files that are part of an order. ◦ SkinImages. Image files you added for use with Site Skins are kept here. ◦ FTP. Files that are sent via a store's FTP account. File size may be limited to 250MB if using the store's browser-based login/file upload. Uploads via an ftp program may allow higher limits. ◦ Uploads. Files sent using a Form's file upload field.
V4b.1113.11
41
Orders
The Orders sent from a storefront are displayed in Admin in the Orders area. The Orders at the top of Admin contains all orders from all stores. Each Storefront also has it's own Order area (Sites >Orders), preset to display orders from that Site/store.
1. Filtering. The text boxes above most of the columns can be used to filter the Orders view. Type into them or just click in them and filters will appear. Enter or click a filter to have the view changed.
2. Paid vs. Unpaid. The last column on the Orders page shows if an order's been paid for or not. You may need to scroll, or reduce the width of the Admin navigation pane, to see that column. The Orders management area does not know at the time an Order is received whether PayPal received payment, or whether the buyer abandoned the order before PayPal payment. This is because the order can't transfer to PayPal without finishing the order (finishing = displaying it in Orders). Instead, PayPal notifies the system about 15 seconds later when the User pays. Currently, the order receipt triggers the New Order email to you and your staff. We will be changing the trigger event to be the PayPal "paid" notice to avoid a New Order email being sent for orders abandoned after transfer to PayPal.
V4b.1113.11
42
3. Deleting Orders. Mark the order's Status as "Cancelled". As new orders start to come in the Cancelled orders will move far down on the list. This prevents orders from being accidentally deleted. 4. Order > Edit > File tab. In the order area, there is the file tab that shows the file that was uploaded. We include the preview files that were shown to the customer if you choose that option in the product setup. The rule for what is shown in the file area is: ◦ A maximum of 10 pages will be previewed. ◦ If your customer uploaded, say a 100 page booklet, the file area would contain 22 files: 1. The original file 2. A pdf made from the original file and constrained to the dimensions set for the product -- i.e. if your original was 8.5x14' and you set the product preview to 5.5x8.5", this second file would be 5.5x8.5" and would appear distorted. 3. 10 "medium" preview files (all on one page) 4. 10 "xlarge" preview files (all on one page) 5. Retrieving Order Files via FTP. Files can be retrieved by opening the order (click the Edit pencil), and clicking the Files tab. Alternatively, we can setup an ftp account to your file storage. You can manually
login to retrieve the files, or there are many tools that can be used to then automatically retrieve the files. For example, www.superflexible.com is cheap, powerful, and pretty easy to use.
V4b.1113.11
43
Troubleshooting Admin Is Slow/Sluggish/Timing Out. We recommend using the Chrome or FireFox web browser when working in Admin. They are faster and more responsive.
Adding Sites: Error - “Unable to create new site.” Make sure you have filled out all information. If the URL (Domain Name) you have chosen is already in use you will not be able to use it with a new Site. ◦ If you have already created a site with the same URL (a Domain Name like name.v4.pressero.com), you must choose a different URL. ◦ If the site using the desired URL was one you deleted, open the Deleted Sites. For a URL that is say, "name.v4.pressero.com", in Settings > Domains, add a New Domain Name like "xname.v4.pressero.com". Select the new domain and click Set as Primary Domain. The old URL can now be selected and deleted using the X button. The old URL is no longer in the system and can be used for another Site.
New Categories (or Products) Wont Save. “I tried adding a new Category (or Product) and it won't save.” Make sure all the required fields (*) are filled in. 1. For Categories, make sure there isn't already a Category with the same name or URL. Check the Deleted Categories as well. 2. For Products, make sure there isn't already a Products with the same name or URL. Check the Deleted Products as well. 3. For Products, make sure you paired a Site Group and Pricing Engine in the Pricing tab. In the Group tab, make sure the Product has at least one Site Group assigned.
The Sites (B2B) > Locations and Departments Page is Blank “When I am logged into Admin > a Customer site > Locations and Departments all I get is the Heading Locations and Departments” Your Site's Address Book Mode is set to Address Book, so Locations and Departments is not needed. In Sites > Settings > Address Book Mode select Location, or Both. The Locations and Department page will now be active.
Website Does Not Display at the URL I Entered The temporary URL's must use the “name.v4.pressero.com” format we provided you. Changing the URL to a domain name you have registered, such as www.YourName.com must be done in coordination with Aleyant.
Login Doesn't Work "My customer is using the correct login information, but gets an error and can't login." If this is a B2B storefront, make sure the User is allowed to login. See Sites > Site Users. The "User Account is Approved" box must be checked.
V4b.1113.11
44
Logo Does Not Display in Website To make sure the logo has been uploaded go to Sites > Settings > General Info > Current Logo. If your logo is not displayed in Current Logo, use the Upload an Image to add your logo, Save. Remember that changes to the Site can take as long as 3 minutes to display in the website. Make sure the logo uses RGB and not CMYLK colors. This can be done in Photoshop and the like.
Home Page Does Not Display Anything in the Center “Body” Area Go to Sites > Categories. Make sure you have at least one Category in addition to the default “root” category header. Only Categories set to the “root” Parent Category Page will display on the Home page. Also, a Category needs at least one Product. Products need a Pricing Engine/Site Group pairing to be set and saved. See the Setup guide above, the minimum requirements for a Site are marked with a big asterisk. If any of these are missing your site will not function properly (like a car without wheels and engine). Remember that changes to the Site can take as long as 3 minutes to display in the website.
Home Page Does Not Display My Categories See "Home Page Does Not Display Anything in the Center 'Body' Area" above.
Customizing the Home Page Center “Body” Area “I want to show something different in the center “body” area of my Home page.” By default, the Home page will use a Categories and Products layout for the home page. You can create a custom Page that can be used for the Home page instead. 1. Go to Sites > Pages > Add New Page. After adding the text, images, links, etc. Save the page. 2. Go to Sites > Settings > General Info > Home Page URL and change the selection from Default to the Page you just created. Save. Your Home page will now use your custom page instead of the default Categories/Products page. Remember that changes to the Site can take as long as 3 minutes to display in the website.
Home Page URL Ends With “/category”. Can I Change That? The default home page for a storefront is the Category page showing all the product Categories a visitor can choose from. You can change the home page to be any other page in the Site, including a custom Page you created. Whatever page you choose for “Home”, its path and title will display in the Home page URL. See Sites > Settings > General Info > Home Page URL.
Clickable Home Page Banners “I would love to be able to make the banner on the home page clickable with a custom link. These banners work GREAT as "Calls-to-Action" to take them to another page and get them to fill out a form, buy a product, etc.” Yes, this could be done by using a custom skin (our ready-to-use skins currently do not supported this capability). However, if you like a particular ready-to-use skin but just want to add this new feature, the cost of creating it would be much less because you are just making a few changes. Custom skins—whether created by you or us—have a one-time setup fee and a slight increase in your monthly charge. Custom skins can be used with an Informational Website as well.
V4b.1113.11
45
The FTP Link in My Store's Navigation Menu Does Not Have A Signup “If someone clicks on the FTP link there is no place for them to sign up. Do I have to manually create an FTP account for everyone, or can we make the FTP login screen also have a "Sign Up" link?” Customers can't create their own FTP accounts. Depending on the Pressero package you have, 10-25 FTP accounts can be created by you—each with its own Account Name/Password login. Storefront visitors using an FTP account would share the login (provided by you), as well as the contents of the FTP folder. See Preferences > FTP Accounts. Like a typical file upload, FTP is a way for customers to send files to you. However, unlike a file upload, FTP can also be used by your customers to retrieve files that you have placed in the FTP folder. So customers using FTP can both place and remove files from an FTP account. In addition to FTP, you can create a page for your storefront called "File Upload", or “Send Files” . The page can use a form you created that collect details from your customer while enabling them to select and send files (see Preferences > Forms. Also see Sites > Pages).
Does a Storefront Visitor Need To Create An Account To Send A File? “Is there a way to upload files without creating an account or ordering a product?” You can create a page for your storefront called "File Upload", or “Send Files”. The page can use a form you created that collect details from your customer while enabling them to select and send files (see Preferences > Forms. Also see Sites > Pages). You can create this page for any of your sites... website, retail, or customer storefront.
Can a Product Using an eDoc Template Ignore the Template When a File is Attached? “I would like to allow my customers to be able to have the option of EITHER uploading a PDF OR using the eDocBuilder template on the SAME product page. Currently, if I have eDocBuilder template active for a product they have no choice but to "Customize Order". Can we make the system recognize if they have uploaded a pdf and change the "Customize Document" button to "Add to Cart"?” This is not possible. The Product either has a template, or it doesn't. Instead, you could create a live link on each of the Product pages to say "click here to upload your own artwork" (the link takes them to another product or page) or "click here to choose a pre-made template if you don't have artwork ready" (the link takes them to Products using templates) . Of course, even for products that use an eDocBuilder template, you can turn on file attachments. Many times customers have products that require a file upload AND a template that has to be customized.
MS Word Text Pasted Into A Product Description Makes the Product Page Look Bad MS Word adds a lot of extra html code to that can interfere with page layout and display. See "WYSIWYG Editing Areas" in table of Contents. 1. Copy the text from the Pressero WYSIWYG edit area and paste it into a plain text editor (Notepad, etc.). This will "clean" (remove) the extra MS Word html. 2. Copy the text from the plain text editor, 3. Highlight the text in the Pressero WYSIWYG editing area and paste the new text. This will remove the previous Word infested text. Save. If you need to format the text, do so using the controls built into the Pressero WYSIWYG editor.
V4b.1113.11
46
“Customize Order” Button for eDoc Templates Does Not Work “Clicking the Customize Order button for a Product that uses an eDocBuilder template simply refreshes the page, rather than opening the template.” 1. Use the Test area in eDocBuilder to verify the template is working. 2. Make sure the Site Group the User is a member of is authorized to order this product. 3. Make sure a Pricing Engine and Site Group pair have been set for this product, and the Site Group is the one the User belongs to. Otherwise, Pricing may not display at all, and two Add to Cart Rows may display.
Can Visitors Choose Different eDoc Templates after Clicking Customize Order”? “Is there a way to let customers choose from a variety of different templates AFTER they have selected a product and clicked the Customize Order button? Think Homepage > Business Cards > Full Color Business Card (Product Page) > Customize Order > view and choose template to edit at this point. You can create an eDocBuilder template and, using the Image Picker feature, let them choose from a variety of backgrounds. The merge field layout and locations would be unaffected and unchanged. If you are using the Interactive Designer, you could also let them move the text fields around so they can adjust for the different designs.
The Pricing Calculator Does Not Display and/or Two Add to Cart Buttons Display “The Product page displays an image and my long description text, but my Pricing Engine does not display and there are two rows of Add to Cart” buttons.” 1. Make sure the Site Group the User is a member of is authorized to order this product. Sites > Product > Groups. 2. Make sure a Pricing Engine and Site Group pair have been set for this product. Sites > Product > Pricing. 3. Make sure the Pricing Engine being used has not been deleted. If the Pricing engine paired with the Group no longer displays in the Pricing Engine list (Sites > Product > Pricing > Pricing Engine), go to Preferences > Pricing Engines, check the Include Deleted Pricing Engine box, find the engine, open and Save it. 4. Make sure the Site Group you paired with the Pricing Engine is selected in the Site Groups tab. Site > Product > Site Groups. The User must belong to the selected Site Group(s) to see the product and pricing.
Add to Cart Button Does Not Display “On the product page, I see two rows of "Back to Catalog" and "Shopping Cart" buttons, but no Add to Cart button.” 1. Make sure the Site Group the User is a member of is authorized to order this product. Sites > Product > Groups. 2. Make sure a Pricing Engine and Site Group pair have been set for this product,. Sites > Product > Pricing. 3. Make sure the Site Group you paired with the Pricing Engine is selected in the Site Groups tab. Site >
V4b.1113.11
47
Product > Site Groups. The User must belong to the selected Site Group(s) to see the product and pricing.
Shipping Methods Don't Display “My Shipping Method does not display in the Shipping Methods list in Checkout.” 1. No Ship From Location. Make sure you have a Location set up for your facility in Preferences > Locations. Without a location, the 3rd party carriers have no zip code to track the package from. 2. Zero Weight for UPS, FedEx, USPS. If the Shipping Method is using an integrated Carrier (UPS/FedEx/USPS), check the Pricing Engine being used with the Product. A Pricing Engine must have weights to be used with an integrated (UPS/FedEx/USPS) shipping rate. No weight = No rate = No display. Note the maximum weight the Pricing Engine may calculate based on the weight you entered and the maximum quantity someone could order. 3. Courier Info Incomplete/Incorrect. If the Shipping Method is using an integrated Carrier (UPS/FedEx/USPS), in Preferences > Settings > Shipping > Carrier Accounts, make sure the Carrier's account info is complete and accurate. 4. Shipping Method Min/Max Weights Incorrect. In Preferences > Settings > Shipping > Shipping Methods, check the Maximum Weight setting for the Shipping Method. Make sure the Maximum Weight is not set to zero. Make sure the Maximum Weight supports the weight the storefront's calculator is creating based on the item and quantity selected. Save, and test. 5. The Cart May be Too Heavy. The number of items in the cart may exceed the maximum weight for the available shipping method(s). In Sites > Products > Pricing, review the Group/Pricing Engine Pair(s) assigned to the product. Check the weight used in each paired pricing calculator . Perhaps a decimal place is off, etc. 6. Shipping Method is not On. Make sure the desired Shipping Method is turned on for the Site. Sites > Settings > Shipping. The box must be checked for the desired Shipping Method to be available in the Storefront. At least one Shipping Method needs to be checked. If no Shipping Methods are displayed, go to Preferences > Shipping, create a shipping method, save it and return to Sites > Settings > Shipping and check its box, Save. Note, make sure your Shipping Method has a number greater than zero for Maximum Weight, say 100, or whatever your maximum order size may be. 7. Testing. Use the Test Shipping Options in Sites > Settings > Shipping to test the Shipping Methods. If a test zip code works, check the Ship To address being used in the Store. The zip may not match the State for example.
My FedEx Shipping Method Test Produces a "Dev Key Missing" Error The FedEx Dev Key is missing, incorrect or has not been switched to Production mode by FedEx. 1. Make sure the FedEx Dev Key field is not empty. Preferences > Shipping > Carrier Accounts. 2. Verify that it is the same as the one FedEx supplied you with. 3. Contact FedEx and verify they have switched it to Production mode.
The Add to Cart Button is Grayed Out/Does Not Work in the Customize Order Window 1. Make sure all required fields (marked with an *) have been filled in. 2. Make sure the "Yes, I approve" checkbox is checked. 3. Make sure at least one "ship from" Location has been set in Preferences > Locations.
V4b.1113.11
48
Shipping Address Can't Be Added by User “During the Checkout process, when trying to a add new shipping address an error message displays: 'Unfortunately there was an error saving your information. Please check what you have entered and try again.' All required info is filled in.” Check the Permissions for the Site Group the User is a member of. If "Can edit their own personal account info” is set to Denied, they will not be able to submit an order. Because adding a shipping address is editing the Users shipping options, saving a new address will be blocked by this setting. Changing the permission to Allowed (which should be the case for this permission except in very rare situations) will permit the saving of new addresses.
No Checkout Option “I can add items to my cart, but there isn't a Checkout button.” This may happen when there is an issue with the shipping or payment setup. 1. Shipping Method Issue. See "Shipping Methods Don't Display" troubleshooting section above. 2. No Payment Option. In Sites > Settings > Payments there is a list of Payment options with check boxes. At least one needs to be checked. 3. PayPal Setup/IPN Issue (Credit Cards). If you have Credit Card checked, make sure you have setup your PayPal info in Preferences > Payment. Also make sure the IPN displayed in Preferences > Payment has been added to your account in PayPal's system.
Checkout Error "Unfortunately an error has occurred and your information has not been saved." Check the Address Book Mode for the site in Sites > Settings > General Info: Checkout > Address Book Mode. If it is set to "Locations" or "Both", make sure you have at least one Location added in Sites > Locations & Departments.
No Email Notifications “I am not getting any email notifications when an order is placed, etc.” 1. Make sure email configuration is correctly setup. The email configuration is setup under Preferences > Settings > Email. Leave SMTP Server, Port Account Name, and Account Password blank for now. 2. Make sure your User account has Receive Notifications checked. 3. Check that the Group name you are sending email to is listed correctly in Email Notifications. The Group may have been renamed and as a result, the email is trying to send to a Group that no longer exists. In Email Notifications > Select Message > Customize this message. The Users list contains the current list of available Groups. Compare the Group name in the "Who receives this notification" list with the Group name in the Users list. If they are not exactly the same, replace the Group in the "Who receives this notification" list with the appropriate Group from the Users list.
No "New Order" Email for an Order Using PayPal. "We know about the order through a Paypal clearance. We still haven’t received an e-mail notification from the Pressero system." Email notices for sites using Credit Card payments are not sent out until the Pressero system receives a notice from PayPal that the payment was made.
V4b.1113.11
49
Receiving this notice is dependent on four things: 1. The email address for your PayPal account being in the Pressero system. See Preferences > Settings > Payment. It must be exactly the same as what you use in PayPal, including upper and lower case. 2. The Pressero system's IPN being in PayPal's system. See Preferences > Settings > Payment to see the IPN that PayPal needs. 3. The Admin Group that should be receiving the "New Order" email must be in the recipient list for that message. See Sites > Settings > Email Notifications > New Order. 4. People in the Group set to receive the email must have their User account setting for "Receive Notifications" check marked. If any part of these these pieces are incorrect or missing, PayPal will not be able to inform your Orders area that payment was made. Without that the Orders area can't initiate a New Order email. The New Order message must be set to send to the correct people. If you think all is set correctly, please send us a screen shot of your PayPal account's IPN setting page as well as an order # for an order that PayPal says was paid for, but no email was sent.
Orders are not being Displayed. "Help, the order I am looking for does not display. Where did it go?" Make sure the correct Start and End Dates are being used. Perhaps the Order is newer or older than the current setting.
Order Editing Not Working "I edited the Order's Quantity, and now the order details on the Job Details page have disappeared." Check the pricing calculator quantity limits. You may have tried to change the quantity to a number outside the min/max limits. For example, the price calculator may have a minimum quantity of 100. Editing the order to a quantity of 90 will cause a problem in this scenario.
Email Notifications Using Wrong “From” Name “My email notifications are coming From: Pressero” The email From is setup under Preferences > Settings > Email. Leave SMTP Server, Port Account Name, and Account Password blank for now. Later, after you have placed several test orders and received email, if we are not hosting your email, you may enter the details for the email hosting you are using.
Email Notifications Lack File Download Link “My production staff would like a way to download the production file from the New Order email.” The email's are used for notifications, rather than as a file delivery medium As a general rule, files are downloaded in either the Order control area or the File Manager depending on whether they are sent as part of an Order, or sent via a Form or FTP. There are two exceptions: Files sent via a Form, or files generated via eDocBuilder templates. Links to files sent via a Form can be delivered via the Form email. See Sites > Email Notifications > Customizing email content
V4b.1113.11
50
above. For eDocBuilder Templates, the production file can be delivered to both you and your customer. However, it does not display a download link (Delivery URL) unless 1) the Product uses an eDocBuilder template and 2) is also marked “Digitally Deliver eDoc File”. See Sites > Products > General: eDocBuilder > Digitally Deliver eDoc File.
PayPal Related Issues If you experience any of the following problems with your orders, see the instructions above on setting up your PayPal account in Preferences > General Settings > Payment tab. •
Orders not being marked "paid" in your administrative area > Orders.
•
Customer and site administrators will not receive confirmation from Pressero that an order has been completed.
•
You are only receiving a receipt from PayPal to your account email.
•
PayPal is adding tax to the transaction and I already took tax during the order, or tax does not apply to this order.
V4b.1113.11
51
