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1 Website Manual For further questions or assistance, call us at or us at: 1

2 Table of Contents ORDERS About the Orders Link Receiving Orders via 5 - Credit Card Orders View or Print an Order 6 - With Dealer cost & GP - Without Dealer cost/gp - Print Packing Slip Edit an Order 7 - Add an Item to an Order - Edit an Item in an order - Delete an Order Process Orders into History 8 QuickBooks Data (CSV) - Standard Export Files 8 - About CSV Format Order History 9 - Order History Options - Customer viewing of order history Summary Report 10 ACCOUNTS 11 Accounts Main page (Overview) Order Entry - Create an Order 12 - Choosing who the order is for - Adding items to the order - Editing the order - Completing the order The DEFAULT Account 14 Setting up a new Account 14 The Account Detail Screen 14 Basic Information 15 - Account Number - Description - Custom Contract - Tax Code - Tax Rate - Local Delivery - Salesman Regular Pricing Options 15 - Company Receives - Best Price - Custom Contract Absolute - Gross Profit - Quantity Discount - GSA/JWOD Standard Contract Pricing 17 Order Administration 17 - To Activate Order Administration - Order Minimums/Maximums for Accounts 4 2

3 CUSTOMERS 18 About the Customers Link The Customer Profile 19 - User Address(es) - Security Question Administrator Controls 19 PRICING MAINTENANCE 20 Pricing Maintenance (Overview) Product Look-Up 20 - Search, View & Edit item details - Product Detail Page - Wholesaler Pricing Information - Standard Contract Pricing - Product Options - Custom Contracts Quantity Price Breaks (Tiered Pricing) 22 - Assign Standard Contracts for Quantity Pricing - Create Quantity (Tiered) pricing for individual items - Activate Quantity (Tiered) pricing for specific accounts Custom Items 24 - Add or Edit a Custom Item - Custom Product Detail Page - Wholesaler Pricing Information - Enhanced Product Information - Standard Contract Pricing -Assign a Standard Contract for Custom Products sale pricing - Product Options - Custom Pictures Price Plan Management 27 - Requesting an Update Standard Contract Management 28 - Add/Edit Consumer Priced Catalogs, Matrixes, or Flyers - View or Edit Accounts assigned to a Contract Column - View or Edit Item pricing in a Contract Column - View or Edit "Call for Price" or List price items in a contract program - Delete All items in a Contract Column Distribution Centers & Stock Check Set-up 29 "On Sale" Page Maintenance 30 - Add/Edit items to your On Sale Page - Delete Items from your On Sale Page - Assign Pricing to Sale Items Welcome & FAQ Messages 31 -Add/Edit a Welcome Message -Add/Edit FAQ Topics Website Setup and "Contact Us" Information 32 - Wholesaler & Catalog Settings - Company Information - Settings - PayPal link Information - Delivery (Gasoline) Surcharge CONTRACTS About the Contracts Link 33 Contracts Main Page 34 - Creating/Editing Contracts Contract Detail Screen 34 Common Contracts 34 Customer Viewing of Custom Contract 34 3

4 ORDERS - About the Orders Link: When you click on the Orders link, you will see if there are any orders waiting to be processed. The orders listed are those which have been sent to your Administrator at the time they are placed. You have several links and options available to you in this interface which are covered in the following sections. Button Options (Figure 1): Edit: Allows you to edit a waiting customer order. Process Order: Moves the order from waiting orders to the green Order History link. Do this only for orders you have filled for your customers. Order Number: The number assigned to the order. Order W/Cost: Allows you to view & print the order which includes your dealer cost for the items(s) and your Gross Profit made per item/order. Order WO/Cost: Allows you to view & print or print the order without dealer cost or GP. This can also be used as a customer copy of the order. Packing Slip: You can view & print a packing slip of the customer order to send with your deliveries. Link Options: Orders Waiting Approval: These are pending orders waiting for the clients Manager or Supervisor to approve before you fill them. Order History: Orders you have previously filled for your clients. Process all Orders: This will move all the orders in the main Orders Waiting area to the green Order History link. Do this only for orders you have filled for your customers. Summary Report: A detailed, printable summary of all waiting orders. Figure 1: Waiting Orders 4

5 Receiving your Orders via With each order placed on your website, an automatic alert (Figure 2) is sent to an address(es) that you specify. The alert contains the order details for your convenience. Reliability is essential with customer orders. Often, firewall and anti-spam protection on your computer can affect your ability to receive your customers order. To ensure safe delivery, we recommend you add the address: to your contacts or safe senders list. Figure 2: Alerts Credit Card Orders Your website is unable to accept credit card orders unless you specify to equality that you would like to add an feature. If this is the case, please call us at and we will be happy to set it up for you. If you choose to activate the alert feature, none of the credit card information (Figure 3) submitted by your customers is kept on the website or in your online records. This ensures security with the data and protects you and your customers from potential threats. Figure 3: Credit Card Credit Card orders are placed during checkout. The information is then sent on via (pictured) to the web site administrator. The credit care information is contained in a separate from your customer order. You can also activate PayPal on your website by going to Pricing Maintenance>>Contact and Company Information and inserting the address associated with your PayPal account & saving your changes. If you would like to activate Authorize.net to process your credit card orders, please call us at

6 View or Print an Order To View or Print an order you have the following options available to you in both the Waiting Orders page and Order History: Order W/Cost: Allows you to view the order which includes your dealer cost for the items(s) and your Gross Profit made per item/order. (Figure 4) Order WO/Cost: Allows you to view or print the order without dealer cost or GP. This can also be used as a customer copy of the order. Packing Slip: You can print a packing slip of the customer order to send with your deliveries. (Figure 5) Figure 5: Order with Dealer Cost Figure 4: Packing Slip 6

7 Edit an Order You may edit orders that have been submitted to your website by your customers. To edit an order, first, click the edit button located next to the order you wish to edit on the main Orders Waiting screen. You will be taken to the order detail screen for the order. The items and information about the order will be displayed. (Figure 6) Figure 6: Order Edit main page Add an Item to an Order To add an item to an order, click the Add a Product to this Order button located at the top of the page. A new window will pop up, allowing you to add an item(s) with your quantity to the order. When you are finished adding your item(s) to the customer order, click the Close Window button to return to your website. Figure 7: Add Product to order If the item(s) do not immediately appear on the order, simply click the Refresh Order link to see the items you have added. 7

8 Edit an Item on an Order To change an existing item on a customer order, next to the item listed on the detail page, click the Edit button. A new window will appear. You may change the item quantity, unit of measure, retail price, or add an order comment to the item. Once you are finished, click the Close Window button to return to your web page. Figure 8: Item edit on order Delete an Order You may delete an order by clicking the Edit button next to the order and clicking the Delete this Order link located at the top of the page. Note: Orders that are deleted can NOT be retrieved at a later time. Your deletion of any orders from the system is permanent and cannot be undone. Process an Order into History To Process an order, click the Process Order button to move the order to your Order History and remove it from your Waiting Orders area. To process all of your orders at once from the Waiting Orders area to your Order History, simply click the red Process All Orders link found near the top of the page. QuickBooks Data (CSV) - Standard Export Files The QuickBooks Data (CSV) - Standard Export File creates a CSV format file that includes the orders found in the Waiting Orders area. It can integrate orders (without rekeying) into your QuickBooks or Peachtree accounting software utilizing our PDQ software. About CSV format CSV files are text files that are compatible with Microsoft Excel, and can be imported into many different accounting programs and software. These files are sent to you as an order detail. Once you receive the orders you wish to import into your software, you will "save as" into your computer. From there, you will be able to import the order directly into you software 8

9 Order History Once you are logged in as administrator and click the Orders link and clicked the Order History link, you now have the ability to view all the previous orders which you have processed. You may filter the orders displayed to view a specific account number. Orders must be processed in order to be deleted and viewed in Order History. To process an Order, click the Orders link, and click on the Figure 9: Order History Process Order button for the order number you wish to place in history. Order History for your customers and customer accounts is unlimited unless you purge (delete) your order history to the following: Over 1 year old Over 6 months old Over 3 months old Over 1 month old Simply select the amount of time you wish to delete orders from by clicking one of the links in the Purge History section of the page. A warning will appear to confirm that you will be deleting these orders. Once clicked, the specified order history will be deleted from your website. 9

10 Customer Viewing of Order History: To view Order History, a customer must simply login, go to My Lists & History link located on the side menu of your website.. The Order History is listed on this page, and will show whether the order has been processed or if it is still pending. Orders are listed by date and Invoice Number. If you would like to view a specific customer's order history, you will need to login as that customer and go to the My Lists page. If you would like to view the order history for an account, you can do so in the Accounts link by clicking the History button for that account. Note: all orders must be processed before you can view orders in the Accounts link. Summary Report Figure 10: Customer order History The Summary Report link on the Orders main page allows you to view all waiting orders in a single page. This feature also includes a sales total for all waiting orders, and is in printable format. Figure 11: Order Summary Report 10

11 ACCOUNTS - Accounts Main page (Overview) When you click on the Accounts link, you will see any accounts that have been saved to your website. When your website is originally created for your company, only the DEFAULT account will be shown in this area. You have several links and options available to you in this interface which are covered in the following sections. Account Search: You can search for a specific account saved to your site by account number or description. The system allows you to use a full or partial account number or description. Add a New Account: When this button is clicked, it takes you to a blank Account Detail screen and allows you to create a new, unique account for specific clients. Account Overview: This table lists a number of your saved accounts, and gives an overall view of the settings created for the account. To learn more, click on the account number desired to see more details about the account. Create an Order: You can create an order for a specific account. You may choose to place the order for a specific login assigned to the account, or create a generic login for this purpose. Order History: The Order History button generates an Excel spreadsheet of orders placed by the account. NOTE: All orders MUST be moved to Order History in the Orders link in order for this feature to work. Logins: This link will feature all user Logins that are assigned to a specific account number. Custom Contract: If the account has been assigned a Custom Contract, you can view & edit the items on the contract from this link. Reg Pricing: This is an overview of the regular pricing you have set up for the account. Promos/Tax Rate: This is an overview of the Promotional Pricing (i.e. catalogs, matrixes, & flyers) that are turned on for an account. To see which contract column contains this pricing, go to the Account Detail screen by clicking on the desired account number. This section also gives you an overview of the Tax Rate assigned to the account. Figure 12: Accounts Main Page 11

12 Figure 14: Account Custom Contract Figure 13: Account Order History Order Entry - Create an Order You can create an order for your customers by clicking the Create Order button located to the left of the Account number and following the steps below: 1. Choose who the Order is for: Here a list of the logins attached to the account you are creating the order for. Choose the login name of the person whom the order is being generated for. If you are not creating the order for a specific user, click the Create a Generic Login to continue. 2. Adding items to the order: To add an item to an order, simply type the Stock Number, Quantity, etc. into the fields provided and click the Add to Cart button. Your product will appear on a table below. Figure 15: Choose Customer Login Figure 16: Add items to order 12

13 3. Edit the Order: If you need to edit a line on the order, click the Edit button and a new window will appear. You may edit the following fields on the order: - Unit (of measure) - Cost (dealer price) - Quantity Ordered - Price (Retail) - Line Comment Figure 17: Product Edit Once you have completed editing your order, click the Update Pricing button at the bottom of the window. Completing the Order: Once you have completed creating your customer order, you will click the Submit Order button found at the bottom of the page. You will then be taken to the Billing/Shipping address information for the specific Login. Ensure the correct information is correct, and then click the Finish Checkout button. Your customer order is now complete. Your customer will be ed a confirmation (using the on their profile) and you will find the order in your Waiting Orders area of the website. Figure 18: Complete the Order 13

14 The DEFAULT Account The DEFAULT account is the master account number on your website. This account sets pricing for clients who are not logged into your website or are not assigned a unique account number. When a new user registers on your website, the DEFAULT account is the account assigned to them until you create an account for them. During your training session of the website, you will be taken to this account to set up your initial pricing for your website. You can add unique account numbers & pricing structures to the site as well. Setting up a New Account Setting up a new account on your website is easy. First, on the Accounts link, click the button that says: Create a New Account. When this button is clicked, it takes you to a blank Account Detail that you can set up with unique customer pricing, promotional pricing, and custom contracts. The Account Detail Screen The Account Detail screen is divided into 4 sections described below: Basic Information: Contains basic information about the account such as Account Number, Description, Tax Rate, Delivery, and more. Regular Pricing Options: The initial pricing setup for the account. Standard Contract Pricing: The consumer priced catalogs, matrixes, and flyers available to the account. Order Administration: The setup for turning on order approval for the account. As well as the ability to set order minimums and maximums for the account. Figure 19: Account Detail Screen 14

15 Basic Information The basic information section will contain the basic setup for your account. You will want all the information you submit to this area to match your accounting software as closely as possible: Figure 20: Basic Information Account Number: Account numbers can be alpa-numeric and are currently 10 characters maximum. Description: The company name or friendly description for this company. Custom Contract: Custom Contracts are unique prices set up for specific items and applied to an individual account. You can only assign a company a saved custom contract code. Before assigning a custom contract to a company, make sure that you have reviewed or created that contract beforehand (In the Contracts link). Each contract you put into the system will be listed here in the drop box. If this company does not receive a custom contract, select NONE from the drop-down box.to see instructions, please go to the Contracts link. Tax Code: This will relate directly to the custom Tax & Shipping profiles which are still in development. Tax Rate: Tax rates are filled in by inserting the desired number. Non-taxable accounts should be set at zero. Taxable accounts should be set at appropriate local rates for your customer. Your default account should be set at your local tax rate.note: Please be sure not to put a percent sign in the tax rate area. Simply type the number of the tax rate in this box Local Delivery: Here you are given a choice between choosing Yes or No for delivery charges for the account. Local Delivery set to Yes: Your customer will automatically receive free shipping, no delivery charges will be applied to their order. If you would like to apply a gasoline surcharge, you may do so in Website setup. Local Delivery set to No: Each customer account is given an estimated delivery charge at the time they place their order. Additional shipping charges or adjustments will need to be done by the dealer. Salesman: Type in the name or code for the salesperson responsible for the account. Use the same name or code as in your accounting software. If you do not want to use this feature, then leave it blank. Regular Pricing Options The Regular Pricing Options section of your Account Detail will set up the initial pricing for the account. Figure 21: Regular Pricing Options 15

16 Company Receives: You may choose between giving the account an initial discount using Cost Plus (Cost PLUS a percentage) or List Minus (List Price MINUS a percentage) for non-contract or items not contained in your promotional priced catalogs, matrixes or flyers. Best Price: This option allows you to choose whether or not you would like best price for this account on EVERY item in your catalog. We recommend you use this feature for clients that may purchase very large quantities from you and the account receives larger discounts on all of their purchases than your regular clients. Best Price set to No: The system will offer pricing from your promotional priced catalogs, matrixes or flyers first; if the item is not found in any of these materials, it will then offer the List-Minus/Cost- Plus discount set up for the account. You will use this option 99.9% of the time for your accounts. Best Price set to Yes: The system will look at pricing offered in your promotional priced catalogs, matrixes, and flyers IN ADDITION to the List-Minus/Cost-Plus discount set up for the account, and offer the Absolute Lowest Price available to the account. This will give the Best Price on ALL ITEMS ORDERED by the account, as well as Custom Contract items if the feature: Custom Contract Absolute is set to NO. Custom Contract Absolute: Custom Contracts are unique prices set up for specific items and applied to an individual account. You may "Lock In" pricing for Custom Contract pricing with this feature: Custom Contract Absolute set to Yes: It means that whenever a product is in a custom contract, the price from that contract is always the price that the company receives, regardless of any promotional or sale prices available. Custom Contract Absolute set to No: The system will automatically check to see if promotional or sale pricing is available, and return the lower price. It will also revert back to the custom contract price automatically once the promotion is over. Gross Profit Percent: This feature is most often used when the List Minus calculation is enabled. This provides protection from selling any product below a specific level. If it is set at 10%, for example, it ensures a 10% profit on all items you sell online. Quantity Discount: You can set up Tiered pricing on individual items in your online catalog, and turn on this pricing for specific accounts. Tiered pricing set to off: No tiered pricing is offered to this customer. Tiered pricing set at level 2: The account can be offered discounts for purchasing quantity. For example: Buy one pay $6.99, buy six pay $6.49. Tiered pricing set at level 3: This will add another level to the tiered pricing. Using the above example shown on level two, it would add an addition level. For example: Buy 12 pay $6.29. GSA-JWOD Customer: For accounts that are a Federal or State entity required to purchase product through JWOD or GSA. Set at Yes: Will offer (point out) substitute products through the GSA or JWOD. Set at No: Will not offer GSA or JWOD product substitutions. 16

17 Standard Contract Pricing This section of your Account Detail screen displays the descriptions of the pricing programs (flyers, catalogs, matrixes, or custom pricing) that are loaded onto your website. To turn on a program loaded into your website, change the corresponding drop box, next to the description, from NO to YES. You may set up your accounts to receive as many or as few promotional priced programs as you wish. If you turn on more than one pricing option for the account, the lowest price from all publications set to YES will be made available to the account. If you would like to change or Figure 22: Standard Contract Pricing edit the publications loaded into your website, you can do so by going to the Pricing Maintenance and clicking the Standard Contract Management link. Order Administration The Order Administration feature is an option to allow customers who require a manager or supervisor to approve employee orders before you fill it. Orders placed by users on the account will be temporarily on hold until the administrator (manager or purchasing agent) receives an alert about a pending order, and logs into the website. A link will appear that will list the number of orders waiting approval, and take the user to the Order Administration console. For further information, please see the Using Order Administration link which appears on the left hand menu of this site. To Activate Order Administration To activate the Order Administration feature for an account, check the Use Order Administration box. Next, under the Administrator Login Name option, choose the Login of the user who will be approving employee orders. Remember to save your changes when you are finished. Figure 23: Order Administration Order Minimum/Maximums for Accounts You may set order minimums and maximums for you Accounts. To activate this feature, under the section: Order Administration, simply type the amount of the minimum order amount or maximum order amount for the accounts you wish and save your changes. 17

18 CUSTOMERS - About the Customers Link The Customers link of your administration menu gives you allows you to view and edit your customer logins. The main page gives an overview of you customer logins, passwords, and other information. You can click the Edit button to go into the user profile. You have a couple of options as administrator in this area. You can search for a specific login, and you may also create a new user by clicking the Add a new Customer Log-in button at the top of the page. Figure 24: Customers Main Page Please note that the Customers main page is the only place you may view a client password. Once you go into a user profile, the password will appear as a series of *******. The Customer Profile If someone visits your website and creates a new customer profile, they are automatically assigned to the pricing in your DEFAULT account profile. If the new Internet customer happens to be an established customer, we recommend that you set up a unique pricing account for that company, and assign the pricing to the proper customer profile. Anytime a new customer profile is created, you will be notified by . The user profile contains basic information about your client, as well as some additional features highlighted in the sections below. 18

19 User Address(es) When a profile is created by a customer, only one address is allowed in the address fields. However, if multiple users are needed for an order confirmation, additional addresses may be added by you, the website administrator. All addresses must be separated by a semi-colon ( ; ). For example, the address field on the user profile should read like this: jsmith@anyoffice.com;jdoe@anyoffice.com If the address is invalid, when the client places orders on your website, you will be sent an alert that the address is invalid or incorrect. Please be sure that all of your customers are using correct addresses on the website. Security Question When a new user is created, at the bottom of the information screen, a security question is in place that must be answered in order for a customer profile to be saved. Unfortunately, web-bots like to create bogus logins on websites in order to advertise unwanted products via the comment section of a user profile. This security question will ensure that number of unwanted logins to your website is greatly reduced. The question 3+3= must have the correct answer of 6 (this is numeric) in it in order to authenticate the user. Administrator Controls You have a few options as administrator that control the content and pricing an individual user can see. The options are: Administrator Options: Assigned to Account: Choose the correct Account Number for this user. The user is automatically assigned to your DEFAULT account number until this option is changed. This User Can See Prices/Cannot See Prices: You may choose to hide retail prices from a individual user using this option. This feature automatically is saved as the user being able to view all pricing. Figure 25: Assign a user an account number This Log-in is assigned to a Website Shopper/Company Employee: Assigning a user as a Company Employee enables them to have access to all of your administration links, including the ability to view accounts, pricing, and dealer cost. Use this option ONLY for your company employees. This Customer can See Full Catalog/Custom Contract Products Only: Assigning a user to Custom Contract Products Only will restrict them, when they log in, to only viewing and purchasing items from their Accounts Custom Contract. 19

20 PRICING MAINTENANCE Pricing Maintenance (Overview) Pricing Maintenance the main section of your catalog that includes many different controls and settings for your website. This can include information about existing catalog items, the ability to add your own custom items, a price plan interface, your consumer priced catalogs and flyers, controls for your FAQ & Help sections, On Sale page, and basic settings. Figure 26: Pricing Maintenance main Product Look-Up As the administrator, you can review or change online product information. To find an existing catalog item, type in the item number into the Search box, and click the Search Button. Product Look- Up Features: Search, View & Edit Item Details: You can look up the details about the item by simply clicking on the stock number (eliminate any dashes or spaces). This will take you to a screen containing all information about the product. If you edit or add any information, be sure to save your changes. Figure 27: Product Search Main 20

21 Product Detail Page: Once you click on the stock number of your desired item, you will be taken to the Product Detail Screen. This is detailed information about your online item with includes: Figure 28: Product Detail Page Wholesaler Pricing Information Product Number: The product item number assigned to the item by your wholesaler. Description: The short description of the item, which appears with a Search and on your online orders. Cost: Your dealer cost for the item Wholesaler Price Plan: This is the price plan assigned to the dealer which tells us the correct cost program the cost for the item comes from. Unit: The abbreviated unit of measure for the item. Standard Contract Pricing The Standard Contract Pricing section of your product detail area lists all the consumer priced catalogs, matrixes, and flyers currently loaded onto your website. For each publication listed, this area will show you the consumer price available for the item in each publication. Product Options Sell at List Price: You may freeze the item price to List price and disregard any other discounts for the item in your catalog. This includes any cost plus/list minus discounts, and custom contract pricing. 21

22 Do not update: You may disable any pricing updates for the item. This includes any pricing and description updates for the item. Once enabled, it is up to the individual deal to keep the information updated in the future, as the item is then claimed as a "custom item". Delete this product (includes all contracts): This enables you to delete a specific item and remove it from any custom contracts it appears in. Custom Contracts If the item appears in any custom contracts, the contracts will be listed here. Additionally, the feature allows you to view the profit percentage over your dealer cost the item is for in green bold text. If the item is selling at a loss, it will appear in red bold text. Quantity Price Breaks (Tiered Pricing) Quantity pricing can be created in the Product Detail page, and are intended for customer accounts, not for individual users. Quantity pricing can be done in 2 ways in your online catalog. First, you may have this pricing loaded by us with information from your wholesaler. Second, you may assign tiered pricing by searching for and assigning it to individual items. For example: Buy 1 for $1.99, but 6 for $1.89 or by 12 for $1.79. You have the option of using up to 2 levels of tiered pricing for products in your catalog. Additionally, you would then activate the pricing on the customer accounts you wish by activating the Quantity Pricing feature available in the Account Detail area of your website in the field marked: Quantity Pricing. In order to be able to use this feature, columns 9 and 10 of your Standard Contracts must not contain any consumer catalog, flyer, or matrix pricing. Assign Standard Contracts for Quantity Pricing: Before you create your quantity price breaks on individual items, you should first designate your Standard Contract columns 9 & 10 to reflect these columns are being utilized for your tiered pricing. To do this, you will go to Pricing Maintenance>>>Standard Contract Management. Now take the following steps: Figure 29: Assign Standard Contracts for Quantity Pricing 1) If a catalog, matrix or flyer is currently loaded into columns 9 or 10, you must first remove the publication from the contract column. Click the Edit button next to the publication you are removing, and click the Empty this Contract link seen at the top of the page. 2) Next, you will go to the main Standard Contracts page and assign the contract for quantity pricing as shown in the picture on the right. Once 22

23 Create Quantity (Tiered) Pricing on individual items: To activate this feature, you will go to Pricing Maintenance >>> Product Look Up and type the item number you wish to implement into the Search box. Then click on the item number to go to the item detail area. Under the Standard Contract Pricing section of the item detail area, at the top, you will see two fields that read: Quantity Break Level 2 Qty. Quantity Break Level 3 Qty. In the fields next to this text, put the minimum quantity you wish the customer to purchase in order to receive the discounted price. completed for each level of tiered pricing you will be creating, you will create the tiered pricing as shown below. Figure 30: Create Tiered Pricing on an individual item To set the price you would like to receive for purchasing the quantities you have set, you will go to the bottom of the page and utilize Columns 9 & 10 which will be labeled: (Empty Contract)(Quantity Break Level 2 Price) (Empty Contract)(Quantity Break Level 3 Price) In these boxes, you will wish to put the retail price you would like to receive for purchasing the item quantities you have set. Then save you changes at the bottom of the page and the pricing will be activated once you turn the feature on for the accounts you assign to receive it. Activate Quantity (Tiered) Pricing for specific accounts: To turn on Quantity (Tiered) Pricing for a customer account, go to the Accounts link on your administration menu. Select the account number that you wish to receive tiered pricing. Under Regular Pricing Options, in the area that is labeled Quantity Discount, and select whether the account will receive Level 2 or Level 3 Pricing in the drop down box. Save your changes, and the account is now eligible to receive these discounts. Figure 31: Assign Tiered Pricing to Accounts NOTE: Quantity purchase discounts will appear to those customers who receive it. However, actual discounts will not apply until the products are placed in the shopping cart. 23

24 Custom Items You may add unique items that are not purchased from your wholesaler to your online catalog and include details and pricing for those items. Please note that you are responsible for maintaining all descriptions and pricing for your custom items. Additionally, if you are uploading multiple items, you may request an Excel spreadsheet from us that may be filled out to at once by us. This is ideal especially if you need to update pricing on your custom items all at once. Figure 32: Custom Items Main Page Custom Product Detail Page Wholesaler Pricing Information (Required) Product Number: Create a unique alpha-numeric stock number to identify your product in the online catalog. Do not use dashes, spaces, or special characters for your item number, and note there is a 10 character limit. Description: The short description of the item, which appears with a Search and on your online orders. Cost: Your dealer cost for the item. Figure 33: Wholesaler Pricing Information MSRP (Manufacturers Suggested Retail Price): The retail price for the item. Unit: The abbreviated unit of measure for the item. Below are some of the standard Units Of Measure (UOM) and Abbreviation (ABBR) used by wholesalers: UOM Each Pack Ream Dozen Box Case Carton Pallet ABBR EA PK RM DZ BX CS CT PL 24

25 Add or Edit a Custom Item: On the custom item main page, click the Add a Custom Product button to go to the Custom Item Detail page and fill out the information pictured or as specified below. Enhanced Product Information (Optional) The enhanced product information is information that will appear on your item detail page for each product and can include the following information. These fields are optional: Catalog Product Title: Fill in the main title you would like to appear about your product on the item detail page. Catalog Sales Copy: Type a longer description about your product to include details about it which will appear as a paragraph on the item detail page. Figure 34: Enhanced Content Search Keywords (example: file folder, red, recycled): The keywords that you utilize in this are will allow your clients to view your custom item when they do a keyword search on your website. Cross Reference Product: Type a product number of any existing catalog item that is similar or identical to your custom item. This will "piggyback" your item to appear along with an existing product when a customer searches your website. Standard Contract Pricing (Optional) The Standard Contract Pricing section of your product detail area lists all the consumer priced catalogs, matrixes, and flyers currently loaded onto your website. For each publication listed, this area will show you the consumer price available for the item in each publication. You may add sale pricing for your product in one of the Standard Contracts shown. We strongly suggest you utilize one of the empty Standard Contracts on your website for any sale prices for your custom items. If you add sale pricing to an existing wholesaler flyer, you risk it being deleted when we update your website pricing. Figure 35: Standard Contract Pricing Assign a Standard Contract for Custom Products sale prices: Before you create sale pricing for you custom products, you should first designate your Standard Contract columns 9 & 10 to reflect these columns are being utilized for your tiered pricing. To do this, you will go to Pricing Maintenance>>>Standard Contract Management. Now do the following: Go to the main Standard Contracts page and assign the contract for custom item sale pricing as shown in the picture on the right. Once you have assigned one of your Standard Contracts for your custom item sale pricing, you can add those items & prices as you wish. 25

26 You may pick and choose which customer accounts receive the sale prices in either the Account detail area or the Assign Pricing link found in Standard Contract Management. Product Options Sell at List Price: You may freeze the item price to List price and disregard any other discounts for the item in your catalog. This includes any cost plus/list minus discounts, and custom contract pricing. Do not update: You may disable any pricing updates for the item. This includes any pricing and description updates for the item. Once enabled, it is up to the individual deal to keep the information updated in the future, as the item is then claimed as a "custom item". Delete this product (includes all contracts): This enables you to delete a specific item and remove it from any custom contracts it appears in. Custom Pictures You may add custom pictures to your website 2 ways: 1) Edit & send us your custom pictures in 3 separate file folders to the sizes and folder names specified below. Each picture should be named duplicate to the item number and in JPG format. For example, if the item the picture is for is ABC123, the picture should be named ABC123.jpg and placed in its designated sized folder in the 3 sizes specified. Picture Size (in pixels) File Folder Name 100 X X X ) Submit your picture to us for editing and import, sending it to us with the picture named duplicate to the item number is for in JPG format. For example, if the item the picture is for is ABC123, the picture should be named ABC123.jpg. All pictures submitted for upload should be in 400X400 pixels in size, and should be cropped or edited to your satisfaction. As editing and importing can be rather time consuming, we charge $10 for each imported picture that we must edit and place for you. 26

27 Price Plan Management This area is designed for you to update and maintain your wholesaler cost codes for your website. It is important that these codes are accurate at the beginning of each quarter as incorrect or missing codes can lead to inaccurate displays of your dealer cost on the website. You can get your price plans by either utilizing your wholesaler interface i.e.sprdealerservices.com or solutionscentral. ussco.com) or by contacting your wholesaler representative. The top of the Price Plan Management page indicates when a dealer last updated and requested an update on their website price plans, and the second line indicates the date the website pricing was last updated on: Your price plan codes were last updated on: 6/30/2016 Your website pricing was last updated on: 7/1/2016 Figure 36: Price Plan Management Requesting an Update: To request an update for your website price plans: 1. Under Primary Wholesaler choose your wholesaler from the dropdown menu. 2. In each of the boxes, put in the individual price plans you have been assigned. These are normally 2-3 characters and are alpha-numeric. 3. If you have more price plans than the number of boxes allocated, you will go to the Additional Products area below your Primary Wholesaler and repeat steps 1 & Once you are finished click the Request Pricing Update at the bottom of the page. 5. Once you are finished, you will want to review your consumer priced catalogs, matrixes, and flyers in the Standard Contract Management page, found in the next section of this manual. All information you input into Pricing Maintenance will be saved, so if there are no changes to your wholesaler or cost codes at the start of a quarter, you will not need to request an update. Update requests for a new quarter may be submitted Up to 7 Days PRIOR to the beginning of each quarter. You will receive an notification from us once your website pricing has been updated. 27

28 Standard Contract Management Once you have submitted your update request on the Price Plan Management page, the next step is to review and request any changes to your wholesaler consumer priced catalogs, matrixes and flyers. This pricing is any special or sale pricing you may assign to specific customer accounts. Additionally, a dealer may utilize one of the contract columns to offer their own special sale or discounted pricing to their clients and may pick and choose which customer accounts recieve this pricing. Unless you contact equality Internet specifically to make an arrangement with us to load this pricing for you, the dealer is expected to maintain their custom pricing themselves. Add or Edit Consumer Priced Catalogs, Matrixes, or Flyers: On the main Standard Contract Management page you will see the heading that reads: Request a flyer or Catalog Update and a a table with several options: 1. Description: You may leave this field blank (it auto-fills once the request is made using a valid code) unless the update you request in this area contains customized dealer pricing If you wish to carry custom dealer pricing (for example HON minus 40 percent) you will type in the name of that pricing here. 2. Source: Use the drop box to select the wholesaler the pricing is coming from. If you are creating your own custom dealer pricing, choose Custom (No Update). 3. Code: Choose the appropriate wholesaler code found in the spreadsheet in the red link that reads: See Current Promotions, Catalogs or Flyers (at the top of the page) or Click Here. Valid website codes on the spreadsheet are in red. 4. Destination: Select the correct contract column you wish to load the publication into. 5. Once you are finished completing the above fields, click the Request Update button. Your publication description, etc. should now appear on the table below. Figure 37: Update Request - Choose Source (Wholesaler) Figure 38: Assign a contract Destination Repeat these steps for each publication you wish to have loaded into your website. You will receive an notification from us once your website pricing has been updated. 28

29 View or Edit Accounts assigned to a Contract Column: To view or edit Accounts assigned to an existing contract, click the Account Setup button on the same line of your publication. You may either toggle Figure 40: View or edit Accounts assigned to a Standard Contract each account individually OR you may click the green link: Turn this contract ON for all Accounts (to turn on all at once) or click the red link: Turn this contract OFF for all Accounts (to turn off all at once). The changes are immediate and you do not have to save any changes. View or Edit Item pricing in a Contract Column: To view or edit an item's price in an existing contract, click the Edit button on the same line of your publication. Simply type in the item number and new price and click save. Figure 39: Standard Contracts: Assign Pricing to Accounts Delete all Items in a Contract Column: To delete, or empty, all the items in a contract column, simply click the Edit button on the same line of your publication. At the top of the page, click the red Empty this Contract link. Confirm you wish to empty the contract, and the program contract will be deleted. Distribution Centers & Stock Check Set-Up This feature is currently not available. Check back for future updates! 29

30 "On Sale" Page Maintenance The On Sale page of your website displays items each individual dealer would like to display at sale prices or as featured items. You have the ability to add, edit, and delete items and assign special pricing to them. Figure 41: On Sale Maintenance Add/Edit items on your On Sale page: To add an item to your on Sale page, simply type in the stock number. Next, select the order which you would like it to appear on the page (1, 2, 3, etc.) and click Add/Save Item. Delete items on your On Sale page: Next to the item you wish to delete, press the Delete link provided next to the item on the On Sale Page Maintenance page. Assign Pricing to Sale items: Click the Assign Sale Prices button located on the On Sale Maintenance page. Add the item number of the item, add the sale price for the item, and click Add Sale prices assigned to this area apply to all customer accounts, unless they are assigned a Custom Contract with custom contract absolute set to "Yes". Figure 42: Edit Sale prices 30

31 Welcome & FAQ Messages The welcome message of your website is a feature that allows you to connect with your customers when they log into your website. Areas labeled Topic will appear in bold print, and areas labeled Text will appear in regular print. Figure 43: Welcome & FAQ Messages Add/Edit a Welcome & FAQ Messages: To use these features, simply fill in an appropriate heading for your message or FAQ in the Topic area and further information about your headline in the text area. Then, save your changes by clicking the button at the bottom of the page. It is recommended that you to fill out your FAQ information as soon as possible on your website, as customers and visitors to your site may want the information you can make available in that page. 31

32 Website Setup and "Contact Us" Information The Website Setup and Contact Us information page controls some of the information your customer sees, as well as enables certain features on your online catalog. Settings in this area apply to ALL customer accounts. Initially some of these settings are turned on, so you will have to shut them off if you do not want the information/features displayed to your customers. The features that have been automatically enabled on your website when it goes live are labeled in BLUE below: Figure 44: Website Setup & Contact Us 32

33 Wholesaler and Catalog Settings: Use Catalog Information from: Your primary wholesaler you designated when you signed up with us will be selected. Show MSRP: This allows you to display the retail (List) price for the products in your online catalog to your customers. If the product is on sale, listed in your common contract, or just the regular price based on their account settings, it will be shown as Your Price. If the item is a contract item, it will be shown as Contract Price. Show Discount: This allows you to show your customers the discount they will receive by purchasing the item from you. If the discount is less than $10.00, it will show a dollar amount for the discount. If the discount is over $10.00, the discount will be displayed by the percentage of savings they are getting by purchasing an item with you. Time Zone: The correct time zone for you location should be set here. Company Information: This information is what will be displayed on your Contact Us page and your customer copy of ed orders. Please ensure this information is correct. Settings: The Primary is the address that appears on your Contact Us page, and all order confirmation s. It is also the address your order alerts and new customer s are sent to. You may add up to 2 addresses to have copies of orders sent to, but only the primary will receive new customer alerts. PayPal link Information: You have the ability with your online catalog to process credit cards via PayPal. To use, you must have an active account with PayPal in order to use this feature. You will put, in this field, the correct address for your PayPal account to turn this feature on. Delivery (Gasoline) Surcharge: This feature applies to customer accounts with Local Delivery set to "Yes" in the Accounts section of your website. This optional feature will allow you to assign a flat delivery fee for orders under a certain dollar amount that you designate. To apply, simply put in the dollar amount you wish to charge in the field labeled: Charge per Order. In the field marked No Surcharge for Orders equal to or over: you will put the dollar amount that the fee is waived. CONTRACTS - About the Contracts Link: You can create custom contracts for your website containing specific items & pricing. You may assign one contract per customer Account and "lock in" the pricing to override any other discounts the Account receives. The Contracts Main Page gives an overview of any custom contracts saved to your website. There are a few functions available to allow you to maintain your contracts. Figure 45: Contracts main page 33

34 To Create a new contract: Fill in the contract code (using 10 letters maximum) and description, and then click the Add/Delete Contract button. Your new contract will appear listed with your other custom contracts. To Delete a custom contract: Click the Edit link on the line of the contract name & description. The text will appear in the upper box. Put a check in the Delete Contract check box, and then click the Add/Delete Contract button. To Change/Edit a contract name or description: Click the edit link on the line of the contract name & description. The text will appear in the upper box. Make any neccessary edit and click the Add/Delete Contract button to save any changes. To see the items and pricing for any contract: Just click the View Details link on the line of the contract name & description. You will be taken to the contract detail screen. Contract Detail Screen The contract detail page lists the items and pricing contained within the custom contract. It shows the item number, description, contract price, dealer cost and profit percent for each item. The various functions on the contract detail page are: Figure 46: Contract Detail screen To add an item to your contract: Put in the item number, the contract price, and then click on the Add/Save button. You will then see that item displayed in the contract list. To modify or delete an item: Simply click on the item number to place it into your edit view. You can then modify the pricing and save your changes with the Add/Save button or remove that item from your contract by pressing the Delete Item button. Common Contract The Common Contract contains sale pricing that apply to all customers and accounts. This feature can be located by going to Pricing Maintenance>>>"On Sale" Page Maintenance Customer Viewing of Custom Contract Your customers have the ability to view and shop from their custom contract online. To view their contract, they will simply click the My Lists & History link (located on the left menu). A View Custom Contract link will appear at the top of the page. Only customers whose account has been assigned a custom contract will be able to see the Custom Contract link. 34