quick reference guide: safeshop 3 store manager...
TRANSCRIPT
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Quick Reference Guide: SafeShop 3
tore Manager Professional
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SafeShop 3 Store Manager Professional
Quick Reference Guide
TABLE OF CONTENTS
1. FIND MY TRANSACTION .......................................................................................................................................5
2. STAGED ORDERS:.................................................................................................................................................6
3. MANAGE ORDERS:................................................................................................................................................7
4. MANAGE SALES:....................................................................................................................................................9
5. MANAGE CREDIT/CHARGEBACK: .....................................................................................................................10
6. VIEW/DOWNLOAD SYSTEM REPORTS: ............................................................................................................11
7. FULFILLMENT REPORTS: ...................................................................................................................................12
8. MANAGE PRODUCTS: .........................................................................................................................................14
9. CONFIGURE SYSTEM SETTINGS: ......................................................................................................................41
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REGISTRATION
Before a Merchant is able to access the administrative section of their SafeShop Web Store via
SafeShop 3.1, they will need to generate their own user name and password prescribed by
themselves. On completion of the SafeShop 3.1 commercial contract, the SafeShop 3.1 administration
team at MWEB will set-up the necessary store details on the system and set the merchant up for trade.
The following process will need to be followed in order for the merchant to access the back-end or
better known as the Order Management facility, of their Web store.
Direct your browser to: https://secure.safeshop.co.za
1. The User Name field would be the merchant’s e-mail address selected in registration.
2. The Password Field must contain the password the merchant has chosen after registration.
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3. After the user name and password has been selected, the merchant will then need to click on login.
4. Once logged in to the Secure Administration section, the Merchant can now view their Store Manager
Professional Store. Please click on the store name to proceed to the Manage Store services.
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SAFESHOP STORE MANAGER PROFESSIONAL
The following process will assist the Merchant in managing their store effecetively:
1. FIND MY TRANSACTION
Here, the merchant has the ability to perform a quick search for a transaction that has been passed
through their E-Commerce Website. Please insert the transaction order number in the search box
located alongside the “Find My Transaction” field. Thereafter, click on “Go” and a search for that
specific transaction will be conducted.
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2. STAGED ORDERS:
Here, the Merchant has the ability to search for “Staged Orders”. To search for all “Staged Orders” Simply select the “from” and “to” dates from the electronic calendar supplied and then click on “Go”
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3. MANAGE ORDERS:
Here, the Merchant has the ability to retrieve a report on Managed Orders. Managed Orders are
effectively authorisations that have been passed across to the E-Commerce Transaction engines and
hold a specific status. These authorisations form part of a selection base of Current, Cancelled, Expired
authorisations that are available for selection by the Merchant.
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• Simply select the relevant date or dates from which you would like to view your list of orders and
click GO
• Once the list of orders display, you can then choose to “ship and invoice” or “Cancel” the order by
clicking on the Store Order Number and enabling the necessary action.
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4. MANAGE SALES:
Here, the Merchant has the ability to retrieve a list of Managed Sales. Managed Sales are effectively
payments that have moved out of their Managed Orders, and have now become official sales. These
transactions would carry a status of Authorised and Settled.
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5. MANAGE CREDIT/CHARGEBACK:
Here, the merchant has the ability to view, which transactions have been credited and which have a
chargeback associated to them. Please click on the calendar icon alongside the period field and select
a “from” and “to” date. Once you have selected a date please click on GO.
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6. VIEW/DOWNLOAD SYSTEM REPORTS:
Here, the Merchant has the ability to either view or download System Reports. System Reports are
made up of a number of different Commerce reports that are all related to the day-to-day operation of
the Merchant’s Web Store. The Merchant would need to select a report and then click on “GO”. The
reports listed are the following:
The reporting functionality is made up of a multitude of reports, which offer an array of different
services. In total, SafeShop offers Merchants in the region of about 25 different reports which
includes reports such as:
Order Report – A report presenting all orders that have been generated through your store •
•
•
•
•
Sales Report – A report presenting all sales that have been generated through your store
Payment Report – A report presenting all transaction payments that have been generated
through Your store
Payment Download Report – A managed payment report
Success/Failure Report – A report presenting all successful and failed transactions
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•
•
•
•
•
•
Transaction Report – A report presenting all transactions that have been generated
Shopper Report – A report presenting all shoppers that have shopped as well as the
transaction Value
Shipper Report – A report presenting a list of all enabled courier services and the value of
each Shipment
Failed Orders – A report presenting all failed orders
SafeTrack – A report presenting transactions, revenue and commissions generated
through associated Shopping Malls
To view the different reports, simply clikc on the report required, then select the period in
which you would like your report to present.
7. FULFILLMENT REPORTS:
A Fulfilment Report gives the merchant a comprehensive report on Orders by Shipper and Sales by Shipper. Alongside the Fulfilment Report field in the Secure Administration section, simply click on the
Drop-down menu, choose either “Shippable Orders” or “Sales” and then click on “Go”. After
selecting the report you require and using the electronic calendar, select the relevant report dates and
then click on “Go”.
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8. MANAGE PRODUCTS:
** If you have chosen to host your products in the SafeShop product databse, the following section applies ** If you do not host your products with SafeShop, please ignore the following section
If you would like to manage an existing tangible or digital product, product category,
product sub-category or product sub-sub category, the following process will assist you.
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• Please select either a tangible or product that you would either wish to add or manage and then
click on “GO”
•
•
To add a new product, please click on the “type” drop down menu and select either a tangible or
digital product and then click on “GO”
To manage an existing product, simply select the type of product from the “type” drop down menu
and and then click on the product you wish to manage and then click on “GO”
8.1 Add New Product or manage existing product (Tangible):
By selecting Product (Tangible) and then clicking on GO, the following screen will appear. The
screen below contains an example of input, which the Merchant is required to insert.
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All fields that have a * alongside them are compulsory fields. These fields require compulsory
input.
The Type of Product: •
•
•
•
Displays the Type of product that is going to be added. In this instance it is a Tangible
(Physical or Shippable) product.
Product Code:
This is the code of the product. The Merchant normally assigns a product code to a
product.
Product Name:
This is the name of the physical product.
Product Short Description:
This is the short description of the product (A summarised version)
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• Product Long Description:
This is the long description of the product (A longer in-depth version)
By clicking on the “Edit” icon alongside this field, the Merchant has the ability to write in
the Long Description. After completing the write up of the long description, simply click on
submit to submit the text, or on close to erase the text and close the window.
Keywords : •
•
•
Keywords are short one-word references to products stored within the Merchant’s Web
Store. Keywords are used to search for products within the Merchant’s Web Store via a
search engine present on the Merchant’s Website.
Price in cents : This is the price of the product in cents.
Product Images (Full URL Path): A SafeShop 3 Web Store can support three product images: Thumbnail (Small), Standard
and Large. If a merchant is going to want to host all three sizes in their Web Store, a full
URL path for each image is going to have to exist. The URL path refers to the file name
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and the location of where the Merchant’s image/s are saved. These images could either be
saved on the Merchant’s local Database or on the Merchant’s Website Product Database.
Alongside each of the Product Images field there is an “Add Image” icon. Once a full URL
path has been created for each image, simply click on the “Add Image” icon and a window
will pop up allowing you to insert the full URL address of the image. The “Browse” icon
alongside the “Image Path” field allows the Merchant to either browse their local database
for the saved image or to browse an alternative database for the saved image.
Once the image/s have been located under the full URL path name, the Merchant has the
ability to either click on “submit” which will then associate the full URL path name to the saved
image, or click on “close” which will erase the full URL path name and close the window.
An example of the “Image Path” pop-up window and its functionality:
Product Deactivation Date: •
The Product Deactivation Date is the date on which the product will become deactivate.
This would effectively be the date that the product would no longer be available in the
Merchant’s Web Store for purchase. The product will still be recorded in the Merchant’s
database, but will not be available in their Web Store.
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By clicking on the icon alongside the “Product Deactivation Date” field, a calendar will
pop-up assisting the Merchant to select a deactivation date. Once the Merchant has
selected their prescribed deactivation date, simply click on the “add” icon and the date will
be loaded into the “Product Deactivation Date” field. By clicking on “Close”, the window
will close and no date will be recorded.
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Manufacturer: •
For the Merchant’s records, the manufacturer (Responsible Company) can be inserted into
this field. This information will not appear on the Merchant’s Website, but will be available
for the Merchant as a reference.
Warranty: •
•
The warranty period is the period in which the product is guaranteed for. This field is used
for Merchant reference only and will not appear on the Merchant’s Website.
Category: The category field enables a Merchant to add a category or a sub category. By clicking on
“Add Category” the Merchant will be presented with a pop-up allowing the input of a
category name. Once a category name has been selected and typed into the field, simply
click on “Add” to add the category to the Web Store or click on “Cancel” to cancel the
entry.
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By clicking on “Add Sub Category”, the Merchant will be presented with a pop-up allowing
the input of a Sub-category name that will be associated with the category name. Once a
sub-category name has been selected and typed into the field, simply click on “Add” to
add the sub-category to the category, or click on “Cancel” to cancel the entry.
An example of the “Add Category/Sub-Category” pop-up window:
Sizes At This Price: •
•
This field enables the Merchant to capture different sizes of the product at the price
specified. This is a reference field for the Merchant and does not need to be displayed on
the Website.
Colours At This Price: This field enables the Merchant to capture different colours of the product at the price
specified. This is a reference field for the Merchant and does not need to be displayed on
the Website.
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Special: •
•
•
•
•
•
•
Should a Merchant wish to make this product available for a special, they have the ability to
either enable or disenable the product by simply clicking on either “Yes” or “No”
Special Price In Cents: This is the price in cents that the product will be sold for when on special.
Special Start Date: The special start date is the date on which the special needs to become active and adopt
the special price. By clicking on the icon alongside the field, an electronic calendar will be
generated and the Merchant has the ability to select the correct date accordingly.
Special End Date: The special end date is the date on which the special ends and the product then resumes
back to its original value. By clicking on the icon alongside the field, an electronic calendar
will be generated and the Merchant has the ability to select the correct date accordingly.
Minimum Buying Quantity: The Minimum buying quantity is the minimum quantity of the product a shopper can
purchase per transaction.
Maximum Buying Quantity: The Maximum buying quantity is the maximum quantity of the product a shopper can
purchase per transaction.
Order Quantity: The Order Quantity feature is used for those merchants that would like SafeShop to
calculate their store’s stock on hand. The order quantity is the numerical value that the
merchant has identified as the notification interval. For example: If a Merchant sets their
stock on hand as 50 items and their order quantity as 20, when 30 items of the product is
sold, SafeShop will notify the Merchant and inform them that they have 20 items remaining.
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Stock On Hand: •
•
•
•
The stock on hand amount is the volume amount of product stock the Merchant has
available. If a Merchant is utilising SafeShop to calculate their stock on hand balances, the
order quantity amount is subtracted against the stock on hand amount.
Order Period: The Order Period is the time period in which the Merchant believes it will take to reorder
stock. This feature is used for Merchant reference and does not necessarily display on the
Website.
Shipping Charge: This feature is for future use.
Shipping Weight: The Shipping Weight is the set value weight attached to the product. This variable must be
captured in kg (Kilograms)
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Refund Policy: •
The refund policy is the returns policy attached to the product. Should a shopper wish to
return a product to the Merchant, the Refund Policy ID hosts the terms and conditions. This
feature is available for Merchant reference and does not necessarily display on the
Website.
Alongside the “Refund Policy ID” field, there is an [Add Policy] link. The Add Policy link
enables the Merchant to capture the refund policy in textural print. Once the refund policy
has been captured, simply click on “submit” to save the policy or click on “close” to clear
the refund policy entry.
An example of the “Refund Policy ID” and its features:
Reference URL (Full URL Path): •
The reference URL is the URL/path that is associated with the product for further
information. This URL would exist alongside the product and be available for a shopper to
click on.
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•
•
Extra Parameter 1: The Extra Parameter 1 field facilitates additional information such as sizes available: Small,
Medium, Large The Extra Parameter 1 field presents a drop-down on the Website.
Extra Parameter2: The Extra Parameter 2 field facilitates additional information such as colours available:
Blue, Green, Red the Extra Parameter 2 field presents a Radio Button Feature on the
Website.
8.2 Add New Product (Digital):
Within ADD NEW, the drop down menu facilitates a Product (Digital) tag. This feature
enables the Merchant to add a new Digital (Downloadable) product. Digital products are
products that are downloaded, for example: software, etc.
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Once clicking on Product (Digital) and then clicking GO, the following screen will be presented. •
All fields that have a * alongside them are compulsory fields. These fields require compulsory
input.
Type of Product: •
•
•
•
Displays the Type of product that is going to be added. In this instance it is a Digital
(Downloadable) product.
Product Code:
This is the code of the product. The Merchant normally assigns a product code to a
product.
Product Name:
This is the name of the physical product.
Product Short Description:
This is the short description of the product (A summarised version)
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Product Long Description: •
This is the long description of the product (A more longer in-depth version)
By clicking on the “Edit” icon alongside this field, the Merchant has the ability to write in
the Long Description. After completing the write up of the long description, simply click on
submit to submit the text, or on close to erase the text and close the window.
Keywords : •
•
•
Keywords are short one-word references to products stored within the Merchant’s Web
Store. Keywords are used to search for products within the Merchant’s Web Store via a
search engine present on the Merchant’s Website.
Price in cents : This is the price of the product in cents.
Product Images (Full URL Path): A SafeShop 3 Web Store can support three product images: Thumbnail (Small), Standard
and Large. If a merchant is going to want to host all three sizes in their Web Store, a full
URL path for each image is going to have to exist. The URL path refers to the file name
and the location of where the Merchant’s image/s are saved. These images could either be
saved on the Merchant’s local Database or on the Merchant’s Website Product Database.
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Alongside each of the Product Images field there is an “Add Image” icon. Once a full URL
path has been created for each image, simply click on the “Add Image” icon and a window
will pop up allowing you to insert the full URL address of the image. The “Browse” icon
alongside the “Image Path” field allows the Merchant to either browse their local database
for the saved image or to browse an alternative database for the saved image.
Once the image/s have been located under the full URL path name, the Merchant has the
ability to either click on “submit” which will then associate the full URL path name to the
saved image, or click on “close” which will erase the full URL path name and close the
window.
An example of the “Image Path” pop-up window and its functionality:
Product Deactivation Date: •
The Product Deactivation Date is the date on which the product will become deactivate.
This would effectively be the date that the product would no longer be available in the
Merchant’s Web Store for purchase. The product will still be recorded in the Merchant’s
database, but will not be available in their Web Store.
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By clicking on the icon alongside the “Product Deactivation Date” field, a calendar will
pop-up assisting the Merchant to select a deactivation date.
Once the Merchant has selected their prescribed deactivation date, simply click on the
“add” icon and the date will be loaded into the “Product Deactivation Date” field. By
clicking on “Cancel”, the window will close and no date will be recorded.
Manufacturer: •
For the Merchant’s records, the manufacturer (Responsible Company) can be inserted into
this field. This information will not appear on the Merchant’s Website, but will be available
for the Merchant as a reference
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Warranty: •
•
The warranty period is the period in which the product is guaranteed for. This field is used
for Merchant reference only and will not appear on the Merchant’s Website.
Category: The category field enables a Merchant to add a category or a sub category. By clicking on
“Add Category” the Merchant will be presented with a pop-up allowing the input of a
category name. Once a category name has been selected and typed into the field, simply
click on “Add” to add the category to the Web Store or click on “Cancel” to cancel the
entry.
By clicking on “Add Sub Category”, the Merchant will be presented with a pop-up allowing
the input of a Sub-category name that will be associated with the category name. Once a
sub-category name has been selected and typed into the field, simply click on “Add” to
add the sub-category to the category, or click on “Cancel” to cancel the entry.
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An example of the “Add Category/Sub-Category” pop-up window:
Sizes At This Price: •
•
•
•
This field enables the Merchant to capture different sizes of the product at the price
specified. This is a reference field for the Merchant and does not need to be displayed on
the Website.
Colours At This Price: This field enables the Merchant to capture different colours of the product at the price
specified. This is a reference field for the Merchant and does not need to be displayed on
the Website.
Special: Should a Merchant wish to make this product available for a special, they have the ability to
either enable or disenable the product by simply clicking on either “Yes” or “No”
Special Price In Cents: This is the price in cents that the product will be sold for when on special.
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Special Start Date: •
•
•
•
•
The special start date is the date on which the special needs to become active and adopt
the special price. By clicking on the icon alongside the field, an electronic calendar will be
generated and the Merchant has the ability to select the correct date accordingly.
Special End Date: The special end date is the date on which the special ends and the product then resumes
back to its original value. By clicking on the icon alongside the field, an electronic calendar
will be generated and the Merchant has the ability to select the correct date accordingly.
Minimum Buying Quantity: The Minimum buying quantity is the minimum quantity of the product a shopper can
purchase per transaction.
Maximum Buying Quantity: The Maximum buying quantity is the maximum quantity of the product a shopper can
purchase per transaction.
Receipt Duration in hours (Default 365 days): The Receipt Duration is the duration in which the Merchant would like to make the digital
purchase available for.
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Fulfilment URL (Full URL Path): •
•
•
The Fulfilment URL is the path (Website address) used to direct Shoppers to the download
of their digital product/s they have purchased.
File to be uploaded to the server: This field enables the merchant to insert a full url address of the product file that they would
like to upload to the hosting server. This file could either exist on the Merchant’s local
database or on a shared hosting database.
Alongside this field there is a “Browse” button. By clicking on the “Browse” button the
Merchant has the ability to locate the file name off their local database of the file that they
would like to insert into the “File to be uploaded to the server” field.
Reference URL (Full URL Path): The reference URL is the URL/path that is associated with the product for further
information. This URL would exist alongside the product and be available for a shopper to
click on.
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Extra Parameter 1: •
•
The Extra Parameter 1 field facilitates additional information such as sizes available: Small,
Medium, Large. The Extra Parameter 1 field presents a drop-down on the Website.
Extra Parameter2: The Extra Parameter 2 field facilitates additional information such as colours available:
Blue, Green, Red. The Extra Parameter 2 field presents a Radio Button Feature on the
Website.
8.3 Add Voucher:
Within ADD NEW, the drop down menu facilitates a Voucher tag. This feature enables the
Merchant to enable their store to add types of vouchers that will be able to be redeemed
against transactions. These are vouchers that could be redeemed against for example: Total
Basket Size, Shipping, Line Item, etc
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Once clicking on Voucher and then clicking GO, the following screen will be presented. •
All fields that have a * alongside them are compulsory fields. These fields require compulsory input.
Type of Product: •
•
•
Displays the Type of service that is going to be added. In this instance it is a Voucher.
Voucher SKU: The Voucher SKU is the unique product code attached to this voucher. SKU – Store
Keeping Unit
Voucher Name: This would be the name assigned or associated with the Voucher.
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Voucher Description: •
•
•
•
This field would contain a fully detailed description of the Voucher.
Voucher Images (Full URL Path): This field would contain the full HTTP file name of where the voucher image is
stored/saved.
Voucher Start Date: This would be the date on which the voucher becomes available for redemption in the Web
Store. Alongside the “Voucher Start Date”, an icon appears which links the Merchant to
an electronic calendar. By clicking on the link the Merchant has the ability to select a
suitable “Voucher Start Date”. Once a date is selected, simply click on “Add Date” and
the prescribed date will be captured in the “Voucher Start Date” field, alternatively click on
“Cancel” and the window will close and no date will be recorded.
Voucher End Date: This would be the date on which the voucher becomes non-redeemable against purchase
in the Web Store. Alongside the “Voucher Start Date”, an icon appears which links the
Merchant to an electronic calendar. By clicking on the link the Merchant has the ability to
select a suitable “Voucher End Date”. Once a date is selected, simply click on “Add Date” and the prescribed date will be captured in the “Voucher End Date” field,
alternatively click on “Cancel” and the window will close and no date will be recorded.
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An example of the Electronic calendar attached to the Voucher Start and End Date Field:
Discount Type: •
The discount type is the type of discount that will be associated with the voucher. The drop-
down box on the right hand side of the field carries four different discount options: Percent
off line-item, Percent off total basket, Fixed amount off line-item and fixed amount off total
basket. The discount type can either be a percentage based discount or a fixed amount
type discount.
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An example of the drop-down box attached to the “Discount Type” field:
Discount amount in cents: •
This will be the value of the discount voucher. This discount amount must be captured in
cents.
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Only allowed once: •
This feature enables the Merchant to allow the voucher to be redeemed once or multiple
times.
Products this Voucher can apply to: •
•
This feature allows the Merchant to select which products they would like the voucher to
redeemed against. A product or multiple products can be selected.
The order/line-item must be for at least: This feature allows the Merchant to enforce a disciple rule to either the “Unit” or “Rand”
value attached to the transaction before the voucher is able to become redeemable.
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By clicking on the drop down box on the right of the value field, the Merchant has the ability
to either choose a “Unit” or “Rand” discipline feature.
“Correctly Applied” message: •
•
•
The correctly applied message would be the message presented to the shopper once the
voucher has been redeemed successfully against a shopping basket
“Incorrectly Applied” message: The incorrectly applied message would be the message presented to the shopper if the
voucher has been unsuccessfully redeemed against a shopping basket.
Active Product: This feature enables the Merchant to either enable the ability to redeem the voucher
immediately or at a later stage.
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By clicking on “Submit”, the profile of the captured voucher will saved and made available on the Merchant’s Web Store
9. CONFIGURE SYSTEM SETTINGS:
The Configure System Settings feature enables a merchant to Configure Their Store, Manage Shipping
Options, Deliver Batch E-Mail to Shoppers and much more structured functionality.
For the purpose of this document, the more important features will be addressed.
Alongside the Configure System Settings field, the following drop down is available:
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Select Configure Store and then click on GO, the following screen will appear: •
Configure Store:
Please note: All fields that have a * alongside them are compulsory fields. These fields
require compulsory input.
To configure your Web Store constructively, the following fields need to be completed:
Store ID: •
•
•
This is the Store Number MWEBassigns to the store
Store Type: This is the type of SafeShop Store
Store Name: This is the name of the Store
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Merchant: •
•
•
•
•
•
•
•
•
This is the Merchant’s e-mail address
E-Mail Notification Event: This feature enables the merchant to select what e-mails they would like to receive from
SafeShop, i.e: When a transaction is Authorised, Settled, Credited and when a Member is Deleted. Simply select the required e-mails by clicking on the request box
E-Mail Notification Intervals: This feature enables the merchant to select the different interval time periods in which they
would like to receive the e-mails. A merchant can receive e-mails as processed, Daily, Selected Day of the Week, Selected day of the Month. Simply identify the required times
by selecting the relevant day of the week and date of the month from the drop-down boxes
and then click on the relevant radio button
Does This Store Charge VAT?: This feature enables the merchant enable VAT or not.
Is the Store’s Product Prices VAT Inclusive: This feature enables the merchant to identify whether the products listed in their store
charge VAT or not.
Should Shipping VAT Be Calculated Separately: This feature enables the Merchant to identify whether Shipping VAT should be calculated
separately or not
VAT Registration Number: In order for a merchant to VAT enable their store, they will need to insert their Store’s VAT
registration number
Store Logo For Portals: This field contains the saved HTTP file name and path of the Store’s Logo that will appear
in the subscription based portals
Store Front URL: This field contains the URL/Web Address of the Web Store
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Allow Free E-Mails To Buy: •
•
•
This feature allows the Merchant to either enable or disenable Free E-Mail Addresses to
buy from their Web Store
Accept Orders From Non South African Shoppers: This feature allows the Merchant to either enable or disenable Non South African shoppers
to purchase form their Web Store
Delay Transaction Processing: This feature enables the merchant to either allow a transaction to be sent across to their
acquiring bank immediately after a shopper has shopped at their store, or to delay the
transaction for a period of time. The transaction is delayed for the period of time it takes the
Merchant to go into their Order Entry management service and click “Settle”
Email Receipts to Shoppers: •
This feature enables the merchant to allow SafeShop to e-mail a receipt to a shopper after
a transaction has taken place. The merchant can either enable this feature or disenable
this feature.
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E-Mail Notifications of Test Transactions: •
•
•
•
•
•
This feature enables the merchant to enable notifications of test transactions. This really
means that when the store performs a test transaction the merchant is notified about this
transaction via SafeShop.
Allow Shoppers to Add Additional Message To Their Products: This feature enables the merchant to allow the shopper to add additional messages to
products purchased. A good example of this function is a Web Store that sells gift baskets,
etc. By enabling this feature, the shopper has the ability to type in additional messages,
which will be handed to the shopper with the product/s purchased.
How Long are Member Baskets Valid For: This feature enables the merchant to set a time frame to the amount of days a registered
shopper’s basket is valid for. This would effectively be a basket that a shopper has decided
to abort and has not continued a transaction.
Minimum Allowed Order Amount in Cents: This feature enables the merchant to set a minimum amount a shopper can purchase for
per transaction
Maximum Allowed Order Amount in Cents: This feature enables the merchant to set a maximum amount a shopper can purchase for
per transaction
Warn Me If Order Exceeds Order Risk Index: This feature enables the merchant to set their store’s Order Risk Index at a certain point
rate. Within the Download System Reports feature, a Fraud Index report is available on
the drop-down. This Fraud Risk Index contains a global setting of all possible fraudulent
fields in a transaction. From the report, the merchant has the ability to work out what point
ratio they would like to set their store at. Please consult the report to work out what your
Fraud Index Rate would. Once complete insert the variable in the entry field alongside this
field
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Surcharge: •
•
•
•
This feature enables the merchant to add in a % surcharge for additional services, etc.
Additional Message for E-Mailed Receipts: This feature enables the merchant to add in additional messaging to receipts that are
generated via SafeShop and are e-mailed to the shoppers
Custom E-Mail Receipts: Should a Merchant wish to not utilise the SafeShop receipts but develop their own, this
feature enables the merchant to capture their own customised receipts
SafeKeys: The Merchant’s Primary SafeKey is generated by SafeShop and made available in this
field.
This SafeKey is very important and must be kept in a safe place. The SafeKey will be used
when utilising the SafeShop spread sheet to upload products into the SafeShop 3 Product
Database.
The SafeKey will be a number very similar to the following:
{F6965E68-0430-4234-B68F-16BF17E88B8F}
A new SafeKey can be generated at any time. Simply click on the Reset SafeKey field and
a new SafeKey will be generated.
A secondary SafeKey is also generated via SafeShop and is made available to the
Merchant. To generate a new Secondary SafeKey, please click on the Reset Alternative SafeKey and a new Secondary SafeKey will be generated.
ONCE ALL FIELDS HAVE BEEN POPULATED, PLEASE CLICK ON SAVE CHANGES AND ALL UPDATE WILL BE SAVED
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Batch E-Mail Shoppers:
This feature enables a merchant to send either an independent or batch e-mail to all shoppers
that have shopped and registered on SafeShop via their Web Store. The batch e-mail tool can
be used to inform shoppers of specials for the next month, or can be used to generally
communicate with their shoppers.
Select Batch E-Mail Shoppers in the drop down and click on GO, the following screen will
appear:
Here the merchant has the ability to either type the batch mail in text or HTML •
• Once the mail has been generated and a subject has been added in to the Message
Subject, the following appears below the message:
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A list of available shoppers will appear. A merchant can either select all or deselect all •
• Once the relevant shoppers are selected, simply click on Send Message and the message
will be sent to the shoppers
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10. MANAGE SHIPPING OPTIONS:
The Manage Shipping Options feature allows merchants to configure multiple courier services for their
Web Store
Select Manage Shipping Options from the drop down alongside Configure System Settings and the
following screen will appear:
•
•
As with any new store, a merchant will need to configure their shipping options.
Click on the GO button alongside the ADD NEW SHIPPING METHOD, and the following
screen will appear:
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Here the merchant will need to type in the Shipping Method Name, Telephone, Shipping URL, Common Carrier (SA Based or not)
•
• Once complete, click on Shipping Zones and the following screen will appear:
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Here the merchant will need to identify the Zone Name, for example: Johannesburg, Cape
Town, etc.
•
•
•
Identify whether Shipping Zone type will be Domestic or International and then click on
Save Zone Information
Once complete, go back to the ADD NEW SHIPPING METHOD, and the following window
will appear:
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•
•
In can be noted that Configure Shipping Zones has now been updated and reads Replace Shipping Zones
Click on Configure Shipping Rates, and the following screen will appear:
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•
•
For a Flat Rate, please insert the Shipping Charge in cents and the click on Save Information
For Amount Based, please click on the link and the following screen will appear:
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The Amount Based variable works in volume. “For example up to the order of 10 of a specific product, the shipping price will be in X number of cents”
•
•
•
Once all entries are complete, click on save information and the update will be saved
For Weight Based, click on the Weight Based icon and the following screen will appear:
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•
•
The Weight Based variable works on weight associated with volume.
“For Example, for a purchase up to 10 products of the same size and weight, the shipping fee will be X”
Once all the fields are complete, please click on the save information icon and all updates
will be saved
We wish you many days of splendid online trading – The SafeShop Team
CONTACT INFORMATION:
Should you experience any difficulty understanding the processes attached above, please feel free to call:
MWEB Business Customer Care 0860 100 157 (business hours : 24hrs)
or Email ([email protected])