the solution for your webstore...
TRANSCRIPT
The solution for your webstore needs.
Getting Started Guide
March 2013
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Table of Contents
Overview ........................................................................................................ 4 User Guide ..................................................................................................................................4 Customer Support ......................................................................................................................4 Contact Information ...................................................................................................................4 Links - Website, Blog, Facebook, Twitter, YouTube ...................................................................4
System Access ................................................................................................. 5 Web Storefront ..........................................................................................................................5 Admin Tool .................................................................................................................................5
Features & Functionality - At-a-Glance ............................................................. 6 Web Storefront ..........................................................................................................................6 Admin Tool .................................................................................................................................7
Stages of Training ............................................................................................ 8
Dealer Checklist............................................................................................... 9
Evolution Phase I Philosophy ......................................................................... 10
Add-On Modules ........................................................................................... 11
Admin Tool ................................................................................................... 12
Store Settings Manager ................................................................................. 13 Store Information - Domain Names .........................................................................................13 Store Template/Themes...........................................................................................................13 Admin Users .............................................................................................................................13 Sales Person .............................................................................................................................13 Shipping Methods ....................................................................................................................14 Payment Methods ....................................................................................................................15 Suppliers ...................................................................................................................................15 Tax Information ........................................................................................................................15 Customer Groups .....................................................................................................................15
Sales & Marketing Manager .......................................................................... 16 Banner Manager.......................................................................................................................16 Landing Page Manager .............................................................................................................16 Special Offer Products ..............................................................................................................16 Top Selling Products .................................................................................................................16 Featured Products ....................................................................................................................16 Rewards ....................................................................................................................................16 Coupon Codes ..........................................................................................................................16 Reviews Manager .....................................................................................................................16
Content Page Manager .................................................................................. 17
Customer Manager ........................................................................................ 18
Contracts and Deals ....................................................................................... 19
Catalog Manager ........................................................................................... 23
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Product Manager .......................................................................................... 24
Order Manager .............................................................................................. 25
Return Manager ............................................................................................ 26
Report Manager ............................................................................................ 27
Procedures for Common Tasks....................................................................... 28 Import Own/Unique Items, Catalog Cost, and Product Images ...............................................28 Import Customers ....................................................................................................................28 Activate Requestors and Approvers/Administrators ...............................................................28 Activate Rewards Program .......................................................................................................29 Link a PDF file to a Banner........................................................................................................30 READY TO GO LIVE with Domain and Hosting ..........................................................................31
Maintenance ................................................................................................. 32
Import Templates & Product Images .............................................................. 33 Customers ................................................................................................................................34 Customer Addresses ................................................................................................................35 Customer Cost Centers.............................................................................................................35 Departments ............................................................................................................................35 Customer Users/Buyers ...........................................................................................................36 Products ...................................................................................................................................37 Catalog Cost Prices ...................................................................................................................38 Sales Tax ...................................................................................................................................38 Image File Formats ...................................................................................................................39 Other Optional File Imports Available ......................................................................................40
Glossary ........................................................................................................ 41
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Overview Welcome to Evolution! The Evolution Getting Started Guide is designed to help you though your training process. Refer to the guide during and after your training to help strengthen your knowledge on the various Admin Tool features. Refer to the User Guide for more detailed information on system functionality. Your Evolution Account Manager and Trainer will contact you to schedule your training sessions and introduce you to all areas of the Evolution Software. Currently, most all trainings are conducted online via WebEx meetings.
User Guide Your Trainer will email you the Evolution User Guide in PDF format. The Adobe Acrobat Reader is required to open this document and can be downloaded for no charge at www.adobe.com or http://get.adobe.com/reader/.
Customer Support If you should have any questions or need assistance, we ask that you use the CRM System to submit your request with as much detailed information as possible. We feel confident that this is the best method of communication as your information is properly documented by you and is forwarded to multiple support representatives to ensure an efficient response from the first available representative.
Evolution-Customer Portal
Please use the following link to access the CRM System:
www.evolutionecommerce.net/clients/
Your Trainer will provide you with your access information.
Contact Information
U S T e a m U K T e a m
E v o lu t io n S o f t w a r e C h i c a g o , I L 6 0 6 5 4 Philip Wood Email: [email protected] Phone: 1.312.445.6415 Sales: [email protected] Skype: philip@evolutionecommerce
E v o lu t io n S o f t w a r e L o n d o n , E C 1 V 4 J L Patrick Donnelly Email: [email protected] Phone: 0141 2286317 Sales: [email protected] Skype: patrick@evolutionecommerce
Sales Account Managers Steve Bilton
Development, Administration, Sales Jackie O’Brien Jon Samuel Hood Michael Horn
Chris Nelan Dawn McKibben Graham Flowers Andy Whyte Theresa Costa Rob Harvey Dave Brown Richard Roy Colin MacDonald Tracy Gill (Billing)
Links - Website, Blog, Facebook, Twitter, YouTube
www.evolution-ecommerce.net
evoblog.posterous.com
www.evolution-software.net/us/
development-blog/
www.twitter.com/ evo_software
www.youtube.com/user/ EvolutionSoftwareUS
?feature=watch
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System Access The Evolution Software provides two areas of functionality – the consumer Web Storefront, and the dealer Admin Tool.
Web Storefront The Web Storefront provides access to both B2C (business-to-consumer) and B2B (business-to-business) customers to browse your online catalog(s), view product information, view pricing, and place orders.
Admin Tool The Admin Tool provides access to all the modules used for the store settings as well as adding and maintaining customer information and orders. The Admin Tool is for internal use only.
http://usXXX.sf.adminscreen.net http://www.adminscreen.net Record your company’s link below.
Record your access information below.
Web Storefront - Customers -
B2B Customers B2C Customers
Admin Tool - Dealers/Distributors -
Store Settings
Content Page Manager
Sales & Marketing
Catalog Manager
Customer Manager
Contracts & Deals
Order Manager
Return Manager
Product Manager
Product Feed Manager
Report Manager
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Features & Functionality - At-a-Glance The Evolution System is loaded with system features and functionality. Refer to the following two charts to help you become familiar with the various features.
Web Storefront
Web Storefront - Customers -
B2B Customers
Browse Catalog
Wish List
Edit My Details
Addresses
View All Orders
Saved Carts
Rewards Program
Budget Control w/ Departments &
Cost Centers
Multiple Users Requestor/Approver
Quick Access Order Pad
Customer Contract Pricing
Personalization Company Logo/Store
B2C Customers
Browse Catalog
Wish List
Edit My Details
Addresses
View All Orders
Saved Carts
Rewards Program
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Admin Tool
Admin Tool - Dealers/Distributors -
Product Manager
View/Update/Import Product Information
Bulk Image Upload
Add/Update Product Categories
Add/Update Manufacturer Brands
Add/Update Manufacturers
Prioritize Brands
Deactive Brands
Return Manager
Add, Edit, Delete Returns
Update Return Status
Order Manager
Add, Edit, Delete Orders
Update Order Status
Apply Shipping Charges & Tracking #
Email Confirmation
View/Update Payment Info
View/Update Coupon Code
View/Update Notes
View Customers' Top Selling Products
Contracts & Deals
Add, Edit, Delete Customer,
Global, or Group Contracts
Item
Band (all items)
Product Classification
Manufacturer Brand
Flyer
Quantity Break Pricing
Customer Manager
Add, Import, Edit Customers
Create, Import, Edit, Customer Contracts
Add, Import, Edit Users
Add, Import, Edit Addresses
Add, Import, Edit Cost Centers
Add, Import, Edit Departments
Add, Edit, Delete Orders/Status
View, Maintain Rewards Points
Add, Edit, Delete Customer Inventory
Add, Edit, Delete Order Pads
Catalog Manager
Global Storefront Catalogs
Catalog Builder
Fusion Catalog
Import Flyer Cost Pricing
Import Catalog Cost Pricing
Sales & Marketing
Banner Manager
Landing Page Manager
Speecial Offer Products
Top Selling Products
Featured Products
Rewards Program
Coupon Codes
Content Page Manager
Additional website pages of info.
Contact Us About Us
Store Settings
Company Info & Logo
Store Template Theme & Colors
Admin Users
Sales Reps
Shipping Methods
Payment Methods
Suppliers
Tax Information
Customer Groups
Welcome Dashboard Product Feed Manager
Report Manager
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Stages of Training The Evolution training sessions listed below have been outlined to provide you with the proper instructions and guidance. However, your training and support is not limited to these sessions. Our staff is dedicated to providing you with unlimited support and guidance to help make your Evolution Storefront a success. I.
A. Store Settings
Initial Training
a. Information & Settings b. Theme c. Sales Reps d. Shipping Methods & Groups e. Payment Methods f. Suppliers (auto-cost updates) g. Sales Tax
B. Domain Setup C. Sales & Marketing Overview D. Catalog Manager
a. Global Storefront Catalogs b. Catalog Builder c. Fusion Catalog d. Flyers & Mailers
E. Product Manager a. Importing & Updating Products b. Bulk Image Upload c. Category Manager d. Brands & Manufacturers e. Prioritizing Brands f. Deactivating Brands & Items
F. Import Templates a. Customers b. Addresses c. Cost Centers d. Users e. Products
II.
A. Customer Manager
Session 2
a. Adding/Managing Customers b. User Settings c. Multiple Addresses d. Cost Centers e. Departments f. Rewards g. Own Inventory h. Order Pads i. Customer Logo j. Wish List Manager
B. Contract & Deals Manager a. Customer Contracts b. Group Contracts c. Global Contracts d. Priorities e. Sub-Priorities
C. Sales & Marketing Manager
Session 3
a. Banners b. Landing Page Manager c. Special Offer Products d. Top Selling Products e. Featured Products f. Rewards g. Coupon Codes
D. Content Page Manager a. Storefront Pages b. Storefront Messages
E. Order Manager a. Managing Orders b. Order Status Changes c. Tracking Codes
F. Returns Manager a. Managing Returns
G. Storefront Functionality a. My Account Features (B2C vs. B2B) b. Customer Account Information c. Shopping Tools d. Build an Order
III.
A. Go Live Overview
Session 4
IV. A. Post Live Review
Session 5
a. Domain Redirection b. Store Settings c. Contract Pricing d. Sales & Marketing
B. Procedure Review C. Marketing
a. Business Directories b. Google Product Feeds c. Google Analytics d. Social Networking (Twitter/Facebook) e. Email Marketing
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Dealer Checklist The Dealer Checklist below was designed to help you identify tasks prior to going live with your new Storefront. Use this checklist during your trainings as you discuss the various features and functionality you choose to utilize today or at a later time.
1. Store Settings Manager a) Identify email communication groups b) Identify domain name for Storefront c) Show Storefront pricing yes/no d) Show Storefront savings yes/no e) Add UPS credentials (shipping estimates) f) Enable/Disable Stock message/value
Hide item if no stock yes/no Select inventory locations
g) Enable/Disable Reviews h) Enable/Disable Competitive Data i) Add homepage meta data j) Load company logo k) Choose Storefront template l) Add Admin Users m) Add Sales Reps assigned to customers n) Add Shipping Zones/Rules o) Add Payment Methods p) Add Supplier for Auto-Cost updates q) Add Sales Tax Ids r) Add Customer Groups/Shipping Groups
2. Catalog Manager
a) Identify catalogs/flyers b) Identify unique catalog needs c) Load catalog cost prices
3. Product Manager
a) Add unique categories b) Add unique brands c) Add unique manufacturers d) Prioritize brands e) Deactivate brands f) Import unique items/products g) Import unique product pictures
4. Customer Manager
a) Import customers/companies b) Import multiple addresses by customer c) Import multiple users by customer d) Import customer departments e) Import customer cost centers f) Import customer owned inventory g) Import customer order pads
5. Contracts & Deals
a) Finalize your pricing decisions and priorities
b) Import customer contracts c) Import group contracts d) Import group item contracts e) Create global band contracts
6. Sales & Marketing Manager a) Identify marketing campaigns, company
branding, slogans, branding, etc. b) Load banners, text messages,
corresponding items & assign schedules c) Define special offers d) Define top selling products e) Define featured products f) Define reward products g) Define coupon codes
7. Content Page Manager
a) Create Storefront content pages needed to deliver messages to customers about your company, policies, special services, etc.
b) Registration – Terms & Conditions Create additional messages below.
c) Checkout – Payment Options d) Checkout – Shipping Options e) Checkout – Shipping Disclaimer
8. Order Manager
a) Assign tasks to order processors b) Identify applicable order statuses
9. GO LIVE REVIEW
a) Review tasks completed b) Confirm all catalog costs collections c) Enable Cost Drive Product Content d) Confirm contract pricing and priorities e) Review Order Manager procedures f) Domain redirection g) Submit support ticket to activate hosting
10. Marketing Review
a) Marketing 101 – Evolution Features b) Business Directories c) Google Product Feeds d) Google Analytics e) Social Networking (Twitter/Facebook) f) Email Marketing
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Evolution Phase I Philosophy The Evolution Team realizes the potential success of your business and recommends the Phase I Philosophy to help you begin. Your Evolution Sales Manager explained the benefits of marketing your new storefront to your existing
B2B customers as your first priority and primary focus. Your Evolution trainer and Account Manager will instruct you on how to get started and guide you through a variety of steps required prior to going LIVE with your new storefront.
Step 1 a) Identify your top 5 most loyal customers willing to participate in being a beta-customer. b) Import these customers, addresses, and users/buyers into the Customer Manager first.
Step 2
a) Create Customer Contracts reflecting the special pricing you currently provide to these customers. Step 3
a) Create Order Pads for the various buyers reflecting the items they order frequently to help make their buying process quick and efficient.
b) Identify various items your customers consume, but do notc) Add these items to their Order Pads to entice them to buy these products from you.
purchase from you.
Step 4
a) Introduce your new storefront to your beta-customers on-site. b) Show them how to log into the storefront using the login credentials previously assigned. c) Explain the various quick-links available to them via the My Accounts page. d) Show them how to access their special item-contract pricing. e) Show them how to access their order pads. f) Show them how to access your online catalog and how easy it is to place an order.
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Add-On Modules The standard Evolution modules within the Storefront and/or Admin Tool are listed on page 7 and are described within this guide. Please contact your Evolution Sales Representative or Account Manager if you are interested in activating any one of these Add-On Modules. Competitive Data The Competitive Data feature allows you to compare
and display a competitor’s price along with your online price that either matches the competitor’s price or is less than their price.
You choose the deciding factors in how you want to compete with the competition.
• Match their price • Beat their price by a % below their price • Beat their price by a % below their price,
but also maintain a gross profit %.
And you choose which customers have access to the competitive pricing by creating a contract via the Contracts and Deals module.
• Customer specific • Groups of select customers • All global storefront customers
$100.00/Mo
Sourcing Module This Sourcing Module interface was designed and developed by OP Software. This is a separate piece of software that provides the functionality listed below.
• Pulls orders from your Evolution Order Manager • Allows you to preview the orders downloaded • Select and send customer orders to your primary
wholesaler $40.00/Mo
Sourcing Module with QuickBooks Integration Post confirmed orders from wholesaler to QuickBooks invoices.
$80.00/Mo
Web Services Looking to integrate with your back office system? Web Services is available for customers/programmers looking to extract “pull” data from Evolution via WSDL and XML Schema. Web Services Description Language is an XML-based interface description language that is used for describing the functionality offered by a web service.
While Evolution can help with integration issues, coding the automatic retrieval of data from this service will require knowledge of programming language which supports web service consumption.
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Admin Tool The Admin Tool provides access to all the modules used for the store settings as well as adding and maintaining your customer information and orders. Access to the Admin Tool will be provided to you prior to your first training session.
Access to the Admin Tool is available via CRM and/or the Admin User Login.
Admin User access must be set up via Store Settings Manager > Admin Users.
Once logged into the system, the Admin Tool desktop will display. The Admin Tool was designed with a Windows-friendly desktop layout with quick access to each of the various setup and maintenance modules.
Admin Tool Only www.adminscreen.net
CRM - Customer Portal www.evolutionecommerce.net/clients/
Storefront
Invoices
Evolution Support
Admin Tool
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Store Settings Manager Use the Store Settings Manager to modify your store information (e.g. themes, colors), admin users, sales reps, shipping methods, online payment methods, wholesale suppliers, sales tax information, and customer groups.
Store Information - Domain Names During your training and setup process, your temporary domain will be reflected in the Store Settings > Web Site URL field. Refer to page 30 for additional information regarding your domain prior to going LIVE.
Visit the Evolution Software Update Blog for an online preview of the Store Inventory Levels functionality.
Store Template/Themes Various design themes are available for you to choose from to best meet your online business needs or layout preferences. Choose a template theme that includes your catalog assortment (USSCO, LagasseSweet, or ORS Nasco), and then choose a color that compliments your company logo. The logo size options vary per design theme. Refer to the table below for pixel size dimensions.
NOTE
Logo image file names must be logo.jpg
Template Name Wholesaler Logo Pixel Width x Height File Name and Format Options US Template 1 United Stationers Supply Co. (USSCO) 200 x 110 72 dpi logo.* * .jpg, *.png, *.gif US Template 2 United Stationers Supply Co. (USSCO) 300 x 68 72 dpi logo.* * .jpg, *.png, *.gif US Template 3 United Stationers Supply Co. (USSCO) 400 x 68 72 dpi logo.* * .jpg, *.png, *.gif US Lagasse LagasseSweet 200 x 110 72 dpi logo.* * .jpg, *.png, *.gif Lagasse 2 LagasseSweet 300 x 68 72 dpi logo.* * .jpg, *.png, *.gif Lagasse 3 LagasseSweet 400 x 68 72 dpi logo.* * .jpg, *.png, *.gif US ORS Nasco ORS Nasco 200 x 110 72 dpi logo.* * .jpg, *.png, *.gif ORS Nasco 2 ORS Nasco 300 x 68 72 dpi logo.* * .jpg, *.png, *.gif ORS Nasco 3 ORS Nasco 400 x 68 72 dpi logo.* * .jpg, *.png, *.gif
Admin Users Use the Admin Users tab to add and maintain user access to the Admin Tool.
Sales Person Use the Sales Person tab to add and maintain sales representatives assigned to customer accounts. When a customer submits an order, the sales representative may receive a notification via email. Notifications may be enabled or disabled.
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Shipping Methods Create shipping zones and rules to properly calculate shipping and handling fees to be automatically applied to your customers’ orders during the checkout process. Create multiple shipping options to allow your customer to choose their shipping choice during the checkout process.
Create the area zone(s) first based on zip code, country, and/or state. Then create shipping rules for each zone.
Rules may include a flat rate, a percentage of the order, time frame for delivery (next day, 2-day, 3-day, 5-day, etc.), weight from/to, price minimum/maximum, handling charges, and apply by Customer Type – All Customers, Account Customers, or Credit Card Customers.
UPS Integration
You may utilize your UPS account to calculate shipping estimates based on the product(s) weight. These estimates can be displayed during the customer’s checkout process. Integration provides estimated shipping options for UPS Ground, 2nd Day, and Next Day according to your account settings with UPS. Shipping requests are not submitted directly to UPS. UPS Integration calculates estimated shipping prices only for display during the checkout process.
If you choose to enable UPS Integration, you will need to enter your UPS account information in the Store Settings Manager > Store Information > Store Settings tab.
If you need assistance to locate your License/Access Key, you may log into the UPS website with your account information to request an access key. http://www.ups.com/e_comm_access/rates?loc=en_US.
IFP – Integrated Freight Plan
The IFP shipping calculation option offers automatic calculation on a fixed dollar amount (i.e. $10.00) or a % of the order based on your order cost or the selling price of the order. This automatic calculation requires that you enter a cap amount to not exceed a fixed dollar amount for shipping fees. Visit the Evolution Software Update Blog for an online preview of the Integrated Freight Plan functionality.
Customer Group
Create your standard rules using the options above. However, if you require alternate shipping options for specific customers only, you may choose to create Customer Group(s) and assign the rules to specific customers. You may create and specify your Customer Group names using the Customer Group tab. Then use the Shipping Methods tab to assign the rules to the groups.
Customer Shipping Override
If you have specific customers that should bypass the standard shipping methods and are assigned a specific dollar amount for all shipping orders, you may add a Customer Shipping Override amount in the customer record in the Customer Manager > Shipping Override. For example: 10.00 or 0.00
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Payment Methods Use the Payment Methods tab to activate or deactivate payment options offered during the check-out process of your Storefront. Options include PayPal, Google, and Authorize.net.
Visit the Evolution Software Update Blog for an online preview of the Authorize.net and PayPal Pro functionality.
NOTES
Merchant accounts must be established with PayPal, Google, or Authorize.net prior to activating them.
PayPal does not require customers to have a PayPal account.
Suppliers The Suppliers tab provides access to Supplier/Wholesaler setup for auto-cost collection. Add the appropriate supplier if you would like to activate monthly auto-cost updates from United Stationers, Lagasse and/or ORS Nasco.
After your first cost collection
Tax Information
, you may enable Cost Drive Product Content. This means that if an item is no longer active with a corresponding cost in your wholesaler file, the product will no longer display via the Storefront. Cost collection is processed nightly for potential updates.
Use the Tax Information tab to add and maintain sales tax rates to be applied to orders during the checkout process. Some states require sales tax based on where the sale took place. Other states require sales tax based on the destination. Verify your sales tax rules with your accountant for in-state and interstate sales.
Sales Tax rates can be calculated by Country, State or Postal/Zip Code. Sales tax rules may be entered manually or imported. If you have hundreds or thousands of sales tax rates to maintain, please consider subscribing to Zip2Tax to import a complete table. http://www.zip2tax.com//z2t_services.asp#PageSection3
Zip2Tax 866-492-8494 307-462-0195 www.zip2tax.com
NOTE
When subscribing to Zip2Tax, mention EVOLUTION to receive the proper file import layout.
Customer Groups Use the Customer Groups tab to create groups of customers that share specific Shipping Methods separate from other customers or your default shipping rules. B2B Account customers and B2C Consumers are already identified in the system; however, you may choose to create additional groups to meet your business needs.
Create your unique customer groups, and then create the Shipping Rules to apply to the various Customer Groups. Access the Customer Manager to assign specific customers to Customer Groups.
Visit the Evolution Software Update Blog for an online preview.
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Sales & Marketing Manager The Sales & Marketing Manager provides you with the tools to publish advertising banners on your site, create landing pages, promote special offers, display top selling products, activate featured products, manage a customer loyalty reward program, and assign coupon codes for special discounts.
Banner Manager Advertising banners may be displayed in the Storefront center area or the left margin under the categories. Banners can be static images or Adobe Flash files. Image banners may link to items, text, product categories, external files (e.g., PDF files), or hyperlink to another web page. Refer to the table below for banner pixel size dimensions and format options.
Banner Type Template Style Pixel Maximum Width, dpi File Format Options Left Side Template 1 175w 72 dpi jpg, png, gif, Left Side Templates 2, 3 230w 72 dpi jpg, png, gif, Center Templates 1, 2, 3 712w x 235h 72 dpi jpg, png, gif, swf (Flash)
Landing Page Manager Use the Landing Page Manager to create additional web pages within your Storefront for redirection purposes and private email marketing campaigns. For example, you may want to create a private sale for specific customers. Create a landing page; add text, images and private sales items. Activate the pricing via a private sales customer contract or group contract, and then email your customers the announcement and link!
Special Offer Products Use the Special Offer Products tab to display Latest Offers on your home page under the center banner area. Items may be added manually or imported. Items must be valid/active items within your catalog(s). The current template designs allow for up to 16 products to display at a time. The 16 placeholders will rotate the products every time the Storefront page is refreshed. We recommend that you activate at least 24 special offer products. Use the Contracts & Deals module to activate special offer pricing.
Top Selling Products Use the Top Selling Products tab to display items via the Top Sellers link under the Storefront Shopping Tools. Items may be added manually or imported. Items must be valid/active items within your catalog(s). We don’t calculate your top-sellers. We give you the power to tell your customers what you want them to know as your top selling products.
Featured Products Use the Featured Products tab to display highlighted products within selected product category navigation. Items may be added manually or imported. Items must be valid/active items within your catalog(s).
Rewards If you would like to offer a customer loyalty program using a rewards point system, use the Rewards tab to add and maintain items you would like to offer as rewards. Each item must be entered along with the corresponding points needed to receive the product reward. We recommend you offer high value items such as a gift cards, a spa day, an iPod, an iPad, etc. Items must be valid/active items within your catalog(s). For example: Gift certificates for local restaurants must be added as unique Own products. Refer to page 28 for step-by-step procedures.
Coupon Codes Use the Coupon Codes tab to add promotional discount codes your customers can use during the checkout process. For example: Consider adding a coupon code for new customers, various promotions, and/or sales rep provided discounts. Coupon codes may be advertised via email marketing, banners, sales reps, etc.
Reviews Manager Use the Reviews Manager tab to view inactive product reviews and ratings posted by users via the Storefront. You may choose to keep the reviews and ratings inactive, delete them, or you may activate them for other users to see via the Storefront when viewing the item detail window. Enable/Disable the Storefront Reviews tab via the Store Settings Manager.
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Content Page Manager The Content Page Manager provides you with the tools to quickly and easily add additional web pages to your site. These pages will display as additional tabs at the top portion of your site. Use the WYSIWYG editor to manually add text with formatting, or import html source code. Pictures, hyperlinks, and flash files may be added here.
The Content Page Manager is also used to add/modify messages or links used in other areas of your Storefront. For example: Message Type Template Displayed Location Purpose Terms & Conditions Terms & Conditions Storefront Registration Communicate your company terms and
conditions. The customer is required to accept them via a checkbox during the Storefront registration process.
Payment Options Payment Options Checkout – Payments Page Communicate any payment options and/or discounts available. Optional.
Shipping Options Shipping Options Checkout – Shipping Page Communicate any shipping options and/or discounts available. For example, “Order $250.00 or more to quality for free shipping.” Optional.
Shipping Disclaimer Shipping Disclaimer Checkout – Shipping Page Communicate any shipping disclaimers regarding orders. For example, “Items may be shipped separately based on product weight, size, or hazardous material.”
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Customer Manager The Customer Manager tool is used to add/import and update customers, specific customer contracts, users, addresses, cost centers, departments, orders, rewards, owned inventory, and order pads.
Use the Customer Manager tool to perform the tasks listed below. Refer to the User Guide for additional information.
• Add/import customer information
• Create customer specific contracts
• Add/import customer specific users
• Add/import customer specific addresses
• Add/import customers specific cost centers
• Add/import customer specific departments
• View/edit customer orders received via the Web Storefront
• Activate/maintain customer specific loyalty reward points and view activity
• Add/import/update customer specific owned inventory items and stock levels
• Add/import/update/delete customer specific order pads for quick access via the Web Storefront
Refer to page 29 for step-by-step instructions on assigning order requestors and order approvers.
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Contracts and Deals
The Contracts and Deals module provides you with powerful pricing tools to calculate multiple pricing structures. Contracts may be created by customer, groups of customers, or non-specified global customers.
Contract Priorities
1-------2-----------3-----------4----------5---------6--------7--------8---------9 Contract Types Pricing by Product Type Discount pricing methods may be assigned to contracts by - specific items, price matrix bands, product categories, brands, flyers, or quantity break pricing. You choose the discount methods to match your pricing policies. Create a single contract or multiple contracts to best meet your pricing strategies. If you choose to create multiple pricing strategies, you can assign a priority price by contract and/or a sub-priority based on select items, price matrix band, product categories, brands, flyers, or quantity breaks.
What pricing should be displayed first in the Storefront when your #1 customer logs into your Storefront? What pricing should be displayed when a generic consumer finds your Storefront?
If your #1 customer accesses your Storefront without logging in, he will see only your Global Storefront contract pricing. Once he logs into the Storefront using his email address and password, he will then see his specific contract pricing. Displayed pricing is determined by various settings.
• Customer Manager > Cheapest Price (enabled/disabled), or • Contract Pricing and priorities assigned.
NOTE:
Your wholesaler catalog is loaded with items, descriptions, retail price and your cost (if activated).
Your Storefront can display retail price or a global contract price that you specify. Also consider creating a global contract for Special Offer items.
Customer Group Contracts
Pricing shared by multiple customers
Customer Contracts
customer specific pricing
Global Contracts
standard default pricing
• Item(s)
• Price Matrix Band
• Classification or Categories
• Brand
• Flyer/Mailer
• Quantity Break Pricing
• Item(s)
• Price Matrix Band
• Classification or Categories
• Brand
• Flyer/Mailer
• Quantity Break Pricing
• Item(s)
• Price Matrix Band
• Classification or Categories
• Brand
• Flyer/Mailer
• Quantity Break Pricing
Sub Priorities
1 2 3 4 5 6 7 8 9
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Pricing by Customer Type
A. Customer Contracts – applies to one specific customer
B. Global Contracts – applies to all customers for products not specified on an item specific contract
C. Group Contracts – applies shared pricing to various groups of customers
Assign a contract priority, or assign best/cheapest price in the Customer Manager.
Pricing by Product Type
A. Item – item specific pricing
B. Band – matrix pricing for other products not specified on an item specific contract (requires discount band code in item record letter/number – default = A)
C. Classification – discount applied to specific product category (e.g., envelopes, tools, cleaning products)
D. Brand – discount applied to a specific Brand of product (e.g., Duracell)
E. Flyers – discount applied to products associated with a predefined flyer/promotion
F. Quantity Break Pricing – discount applied to products if quantities greater than one is purchased.
Assign a sub-priority, or assign best/cheapest price in the Customer Manager.
Discount Pricing Methods
Pricing Method Options Examples A. Fixed Price
You specify the item’s selling price.
List = 100.00 Cost = 25.00 Fixed Selling Price = 60.00
B. % Discount from Retail List Price
(List price - (List * Discount %) = Selling Price)
100.00 - (100.00 * 25%) = 75.00 100.00 * .75 = 75.00
C. % Markup from Cost
(Cost + (Cost * Mark-up %) = Selling Price)
25.00 + (25.00 * 120%) = 55.00
D. % Gross Margin from Cost
(selling price – cost) = gross profit dollars (gross profit/cost) = mark-up % (selling price – cost)/cost = mark-up % (gross profit/selling price) = gross margin % (selling price-cost)/selling price = gross margin%
100.00 – 25.00 = 75.00 GP$ 75.00 / 25.00 = 300 MU% (100.00 – 25.00) / 25.00 = 300 MU% 75.00 / 100.00 = 75 GM% (100.00 – 25.00) / 100.00 = 75 GM%
Gross Margin%
Find gross margin % with
cost and selling price.
Profit $ Calculator
Find gross profit with
selling price and gross margin %.
Refer to CalculatorSoup
to help you determine the best pricing method for your business.
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Refer to the chart below for an example of 1st Level contract priorities.
Use the worksheet below to help organize your 1st Level contract types, schemes, and priorities.
Lowest Contract Price
1 2 3 4 5 6 7 8 9 Highest
Contract Price
Who
lesa
ler C
atal
og
Customer Contracts
Fixed Priced Items
Private Sale
Paper Cost+28% Band A
Cost+30%
Group Contracts
Fixed Price Items
Private Sale
Paper Cost+30%
Bronze Silver Gold
Band A Cost+35%
Global Storefront Contracts
Clearance Items
Monthly Special Offers
Quarterly Flyer
Promo
Fixed Price Items
Default Storefront
Band A Cost+40%
Ow
n C
atal
og
Customer Contracts
Fixed Priced Items
Private Sale Band B
Cost+28%
Group Contracts
Fixed Price Items
Private Sale
Bronze Silver Gold
Band B Cost+30%
Global Storefront Contracts
Clearance Items
Monthly Special Offers
Quarterly Flyer
Promo
Fixed Price Items
Default Storefront
Band B Cost+35%
Lowest Contract Price
1 2 3 4 5 6 7 8 9 Highest
Contract Price
Who
lesa
ler C
atal
og
Customer Contracts
Group Contracts
Global Storefront Contracts
Ow
n C
atal
og
Customer Contracts
Group Contracts
Global Storefront Contracts
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Use the worksheet below to help organize your main contract priorities and then assign sub-priorities if you offer different rules for different products based on item, band, classification, brand, flyer, or quantity breaks.
Main Contract
Price Priority
Contract Name & Type
customer-group-global Sub
Priorities
Pricing by Product Type
Items Price Matrix Bands Classification Brands Flyer/Mailer Qty Break
1
2
3
4
5
6
7
8
9
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Catalog Manager The Catalog Manager tool provides access to the various catalogs available via your Web Storefront. Various catalogs are preloaded in your Storefront (USSCO, Lagasse, or ORS Nasco); however, you may also create custom catalogs. Active catalogs can be published to all registered customers, or they can be limited to various customers. All products within the catalogs must be preloaded via the Product Manager Tool.
Use the Catalog Manager tool to perform the tasks listed below. Refer to the User Guide for additional information.
• Catalog Manager – The catalog list will display only the active catalogs within your Storefront. Activated catalogs must be selected via the Fusion Catalog tab. Only one wholesaler catalog may be enabled at this time. A future enhancement will allow you to activate multiple catalogs. Future enhancement: Prioritize catalogs in the event an item exists in multiple catalogs. When a duplicate item is searched and/or ordered via the Web Storefront, the item will be pulled from the corresponding catalog based on your priority assignment.
• Global Storefront Catalogs - Indicate which catalogs are accessible via your Web Storefront for any Registered or non-registered user that visits your site.
• Catalog Builder – Create new custom catalogs using an item import list. Specific catalogs may be assigned and restricted to specific customers via the Customer Manager tool.
• Fusion Catalogs – Indicate the assortment of product catalogs you are marketing to your customers via your Web Storefront. Currently, each catalog has unique category structures. As a result, you may only select Dealer Own Catalog and one other catalog. A future enhancement will provide a shared category structure allowing for multiple catalogs.
• Catalog Leaflets/Flyers & Mailers – Create a list of flyer items to match a marketing campaign or promotion. These catalogs may be accessible via Contract and Deals to activate a special pricing.
• Catalog Cost Prices - Import/update cost prices for specific catalogs of items previously imported via the Product Manager tool. Auto-cost updates are currently available for Lagasse, ORS Nasco, and United Stationers Co. To activate Auto-Cost updates, refer to the Store Settings Manager > Supplier tab. Use the Catalog Cost Prices tab to import your costs for your unique Own Catalog items.
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Product Manager The Product Manager tool provides access to the product information on items preloaded into the Master FUSION Database. This includes wholesaler (USSCO, Lagasse, or ORS Nasco) items as well as unique items you imported as Dealer Own Inventory.
NOTE
Items displayed in the Fusion Database are not necessarily items displayed in your Storefront. The Catalog Manager manages the specific catalogs of products and which catalogs display via the Storefront.
Store Settings Manager > Supplier > Auto-Cost Collection = ENABLED This means we collect your cost automatically from the wholesaler specified.
Store Settings Manager > Supplier > Cost Drive Product Content = ENABLED This means we prevent items from displaying via the Storefront if we didn't receive a cost from the wholesaler specified.
Use the Product Manager tool to perform the tasks listed below. Refer to the User Guide for additional information.
• View existing products within the Fusion database
• Add new unique product categories
• Add new unique product brands
• Add new unique manufacturers
• Prioritize product brand names
• Deactivate item(s) and/or brands
• Import (add/update) unique items
• Import item attributes, special features, and keywords
• Upload unique product images
Refer to page 28 for step-by-step instructions on importing Dealer Own/Unique items.
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Order Manager The Order Manager provides you with the tools to view and maintain orders received via your online Storefront.
Use the Order Manager tool to perform the tasks listed below. Refer to the User Guide for additional information.
• View new orders received
• View all orders by status
• Update order status
• Edit orders and email customers with updated information
• Enter order notes and email customers
• Email order confirmations
• Print orders
• View customers top products
• Add/edit shipping rates
• Add/edit shipping/tracking information
• View payment method applied to order
• View coupon code applied to order
NOTE
If a B2C customer places an order via credit card, they are pre-paying for all the products they assume you are shipping complete. If you do not ship their order complete, you will need to apply a credit to their credit card account. This process will vary based on the merchant account you have established to process credit card transactions.
Or, you may inquire with your merchant provider if they offer a “pre-authorize” credit card purchase. This process would approve and reserve the amount until you apply the amount equal-to or less-than the amount to collect. This applies the final credit card purchase amount later, but would require your approval.
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Return Manager The Return Manager provides you with the tools to view and maintain product returns requested via your Web Storefront.
Use the Return Manager tool to perform the tasks listed below. Refer to the User Guide for additional information.
• View new returns requested
• View all returns by status
• Update return status
• Edit returns and email customers with updated information
• Enter return notes and email customers
• Email return confirmations
• Print returns
• Add/edit shipping rates
• Add/edit shipping/tracking information
• View/edit return methods
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Report Manager The Report Manager provides you with the tools to export various data from the Admin Tool. Data content reports have been predefined and installed for your convenience. Data can be exported to html/screen or email.
View the Evolution Software Update Blog for an online preview.
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Procedures for Common Tasks This section includes common procedures for new customers getting started with the Evolution Storefront and Admin Tool. Refer to the User Guide for additional information and/or submit a CRM Support Ticket if you should need additional assistance from our training and support team.
Import Own/Unique Items, Catalog Cost, and Product Images Follow the steps below to successfully import unique products and corresponding images.
1. Add unique product categories via Product Manager > Category Manager.
2. Add unique brands via Product Manager > Brand Names.
3. Add unique manufacturers via Product Manager > Manufacturers Name.
4. Import Excel product template (products.xls) via Product Manager > Import/Update Products.
5. Publish your product import to your Storefront catalog via Catalog Manager > Fusion Catalogs > SAVE.
6. Import your catalog cost prices (product-cost.xls) via the Catalog Manager > Catalog Cost Pries.
7. Upload unique image files via Product Manager > Bulk Image Upload.
Import Customers Follow the steps below to successfully import your existing B2B customers.
1. Enter required data fields in the customer.xls import template file. One record per customer/company. The email and password fields become the main user/buyer. The Excel file must be in the 97-2003 Excel .xls version. The spreadsheet must be named IMPORT with no other spreadsheets in the workbook.
2. Import customer.xls file via the Customer Manager > Import Customers.
3. After importing the customer records, you may then edit each customer record individually by clicking on the C-ID#.
4. Edit each customer record to either manually enter additional users or import the customer-users.xls spreadsheet per company.
5. Edit each customer record to either manually enter additional addresses or import the customer-addresses .xls spreadsheet per company.
6. Edit each customer record to either manually enter or import departments. Departments are assigned to users and cannot be changed per order.
7. Edit each customer record to either manually enter or import cost center accounts. Cost center account can be applied to each line item during the checkout process. Budget controls may be activated or cost centers may be used to print on the purchase orders.
Activate Requestors and Approvers/Administrators Customers have a valuable tool available to them to manage their order processing with or without budget control. Users within a company may be assigned an Administrator role or Requestor role. The Administrator has the ability to create and approve orders. Requestors have the ability to create orders; however, they require approval by their assigned Administrator. Follow the steps below to utilize this valuable tool.
1. Edit your desired customer via Customer Manager.
2. Edit each user to assign their role – Administrator or Requestor.
3. Edit each user to flag whether or not the Orders Require Approval Y/N. If yes, then assign the corresponding Administrator as the Approver using the Order Approval field.
4. Assign Budget fields – optional.
When the Requestor places an order, a notification will be emailed to their assigned Administrator. The Administrator may then log into the Storefront, click View Orders, and change the status from Awaiting Approval to Approve Order or Cancel Order. All orders and their corresponding statuses will display in the Order Manager.
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Activate Rewards Program Follow the steps below to successfully activate the customer loyalty rewards program.
1. Access the Store Settings Manager > Store Settings to enable the Rewards program and track usage. Specify the Rewards Order Value, Reward Points to earn per value, and any free points you would like to offer for new B2C customers that Register via the Storefront. Enabling this feature activates the tracking and displays the link via the Storefront > Shopping Tools.
2. Reward points are tracked by customer via the Customer Manager. Order values and points are assigned based on the default Store Settings for new customers; however, they may be overridden per customer via the Customer Manager > Rewards tab.
3. Add/import unique reward items via the product.xls import file. Consider adding gift-type items that would be of personal value to customers such as – a spa day, a gift certificate for a local restaurant, an iPod, iPad, etc. Suggested item numbers – REWARD-SPA, REWARD-STARBUCKS, REWARD-iPod, etc.
4. Add/import reward item costs via the Catalog Manager > Catalog Cost Prices (optional).
5. Upload corresponding product images via the Product Manager > Bulk Image Upload.
6. Add items and reward point required via Sales & Marketing Manager > Rewards. Items must be previously added/imported via the Product Manager.
7. Customers may then log into the Storefront, then click Rewards from the Shopping Tools menu to view their current points, the reward items, as well as their current points status.
8. Any free points for new customers will be automatically added to new registered customers only. However, you are welcome to add points manually to your preferred customers via the Customer Manager. If you would like to calculate reward points for all existing customers starting today (new orders), please open a support ticket via the CRM so that we may quickly enable your existing customers. The default status is disabled for all imported B2B customers.
9. If/When customers want to redeem their points for a reward item, they will need to add the item to their cart via the Rewards window.
NOTE
The Rewards program must be activated prior to customers being added to the system to properly calculate the rewards points.
Open a support ticket if you would like to activate the Rewards program after your B2B customers have been imported as the default flag is disabled.
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Link a PDF file to a Banner 1. Import your banner image via the Sales & Marketing Manager > Banner > Image. Click SAVE.
2. Choose the Location of your banner via the Banner > Location tab. Click SAVE.
3. Click the Text tab to open the WYSIWYG editor.
4. Click the Link icon to open the Link window.
5. Click Upload, then the Choose File button to locate and upload your PDF from your computer to the server. Click Send it to the Server.
6. If you would like the link to open a new browser window when the user clicks on the banner, click Target. Using the drop-down box, choose New Window (_blank). Click OK.
7. The link to the PDF file on the server will display within the WYSIWYG editor. Select this text and cut or copy it to your clipboard.
8. Click the Banner > Information tab. Paste the copied link to the URL Redirection field. Click SAVE.
9. Open your Storefront and click Refresh (F5) to view your new banner.
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READY TO GO LIVE with Domain and Hosting Congratulations - as you prepare to go live with your new Evolution Storefront! Evolution provides complete hosting of your Storefront along with SSL Certification so there is no need to purchase a hosting account with domain providers. However, you do need a domain name – either existing domain or new domain.
NOTE
Although Evolution is hosting your web Storefront, email hosting is not included.
At this time, you have two options listed below for your domain name (e.g., www.mydomainname.com). Please notify your Evolution Trainer as to which of these two options you are choosing.
A. Discontinue current website and use current domain name for new Evolution Storefront. Check with your current email provider to confirm this does not affect any email communications.
B. Purchase a new domain name without affecting current website. New domain names can be purchased via hundreds of domain providers. For example: www.domains.org, www.domain.com, www.register.com, www.godaddy.com, www.networksolutions.com, etc.
Prior to going LIVE with your new Evolution Storefront, please follow the steps below.
1. Schedule a system review with your Evolution Trainer. Review the areas listed below. a. Review tasks completed b. Confirm all catalog cost collections c. Enable Cost Drive Product Content via Store Settings Manager > Supplier tab d. Confirm contract pricing and priorities e. Review Order Manger procedures f. Domain redirection g. Submit support ticket to activate hosting & SSL
2. Share the news! a. Introduce your new Storefront website to your internal associates, b. your customers, c. and your community. d. Create a coupon code for first time users. e. Create a coupon code for your sales reps to share with potential new customers.
3. Access the Store Settings Manager > Store Information and edit the Web Site URL field. Change this field to reflect your Storefront domain name.
4. Submit a CRM Support Ticket called REQUEST LIVE – XX/XX/XX (insert target live date). Include the information listed below. a. domain name(s) b. payment methods
5. Access your Domain Control Panel to redirect the WWW CNAME record to the following Evolution URL: domain.adminscreen.net, or contact your DNS provider for assistance (preferred procedure). If you cannot change the CNAME record, you may change the domain A Record to point directly to the following Evolution IP Address: 70.42.82.181 Contact your domain provider for detailed procedures as they can vary by provider.
NOTE
Changes to your domain redirection can take up to 72 hours to process.
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Maintenance Once you complete your Evolution training, load your B2B customers, contracts, unique inventory and pricing, you may consider adding the maintenance tasks listed below to your schedule. The task suggestions may vary depending upon the Evolution functions you are utilizing.
Task Description Module Frequency Performed By
Daily Monthly Quarterly Yearly As Needed
You, the Distributor Evolution
Order Processing Order Manager X X
Wholesaler Catalog Item Updates United Stationers Supply Co, Lagasse, ORS Nasco
Product Manager X X X
Wholesaler Catalog Cost Updates*
Catalog Manager X X
Your Own Catalog Items
Product Manager via product.xls import file(s)
X X
Your Own Catalog Costs
Catalog Manager > Catalog Cost Prices
X X
Custom Catalog(s) - list of items
Catalog Manager > Catalog Builder
X X
Customer Contracts Contracts & Deals X X
Customer Group Contracts
Contracts & Deals X X
Global Storefront Contracts
Contracts & Deals X X
Storefront Content Pages
Content Page Manager X X
Storefront Registration Terms & Conditions
Content Page Manager X X
Shopping Cart Checkout Messages – payment options, shipping options, shipping disclaimer
Content Page Manager X X
Customer Order Pads Customer Manager X X
Customer User/Buyer Wish Lists
Customer Manager > Users > Wish List Mgr
X X
Storefront Advertising - Banners - Special Offers - Top Sellers - Featured Products - Coupon Codes - Reviews Manager
Sales & Marketing X X
Google Shopping Product Feed Manager X X
* Auto-cost updates must be enabled via the Store Settings Manager > Supplier tab for your primary wholesaler only.
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Import Templates & Product Images Customer and product information may be entered manually or imported via Microsoft Excel (*.xls) spreadsheets to help streamline the set up process. It is highly recommended that you utilize the import files for data input and quick reference to you and your staff. Refer to the following pages for additional information on file formats and layouts.
NOTES
Files must be formatted using Microsoft Excel (*.xls) or Comma Separated Value (*.csv). Version (*.xlsx) is currently not available. The product.xls file is the only file that may be formatted as a tab-delimited text (*.txt) file.
Column headings are required. The spreadsheet must be named IMPORT as reflected in the templates. Data fields highlighted in red within the import files are required fields.
Data fields highlighted in yellow within the import files are optional. All columns are required.
Supported browsers include Internet Explorer v.7.0 through v.10.0. Please use Internet Explorer for Bulk Image Uploads.
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Customers The customer/company import file is used to import customer/company names and account information. One record per B2B customer. Use Customer Type ‘2’ when importing your B2B customers. B2C Customers that register online will automatically be assigned a Customer Type of ‘1’.
Customer Manager > Import Customers > customers.xls
Column Required
Field Column Name Field
Size Field
Format Description
A gender 1 text The primary user – male or female. Not used – for reference only. M = Male, F=Female, blank=unknown
B X name text The primary user/buyer’s name within the company. C dob text The primary user’s date of birth. MMDDYYYY D company_name text The complete customer’s company name. E tel text The company and primary user’s telephone number. F fax text The company and primary user’s fax number. G mob text The company and primary user’s mobile number. H X Email (PK) text The company and primary user’s email address. The email
address must be unique to all other customer/users/buyers. Duplicate email addresses will not be accepted; however, email addresses may be changed at a later date.
I X Password text The primary user’s password that corresponds to the email address above. May be changed via Customer Manager or by user via Storefront.
J internal_account text The backoffice account number used for this customer. K X receive_newsletter Yes/No text Yes or No flag indicating whether or not the customer will
approve of email marketing correspondence. Not used – for reference only.
L X address_description text Description identifer for main billing and shipping address. Will be displayed as a shipping option via Storefront checkout process – Main Office, Corporate, north, south, city, street name, etc.
M X address text First line of address N address1 text Second line of address O X city text City P X zip 5 text Zip/Postal Code. Must match zip code entered via Store
Settings Manager > Tax Information to properly calculate sales tax. Typically only the first 5 digits.
Q X state_code 2 text 2-digit state code. R X country_code 2 text US for USA S X customer_type 1 text Customer type code which affects access to various system
features. 1=(B2C) Credit Card Customer, 2= (B2B) Account Customer
T rep_code text The sales rep code assigned to the customer. The rep code must be entered via Store Settings > Sales Person prior to customer import.
(PK) = Primary Key of data record. Cannot be duplicated.
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Customer Addresses Use this template to import multiple shipping/billing addresses for customers with multiple locations. Files must be imported separately for each customer. File names may be modified to reflect each customer’s names for your own tracking purposes.
Customer Manager > Select existing Customer’s C-ID# > Addresses > Import Addresses > customer_addresses.xls
Column Required
Field Column Name Field
Size Field
Format Description
A X address_description (PK)
text Description identifer for the additional address. Will be displayed as a shipping option via Storefront checkout process – Main Office, Corporate, north, south, city, street name, etc.
B X address text First line of address C address1 text Second line of address D X city text City E X zip 5 text Zip/Postal Code. Must match zip code entered via Store
Settings Manager > Tax Information to properly calculate sales tax. Typically only the first 5 digits.
F X state_code 2 text 2-digit state code. G X country_code 2 text US for USA
(PK) = Primary Key of data record. Cannot be duplicated per Customer-ID.
Customer Cost Centers The Customer Cost Centers import file is used for customers with multiple cost centers and budget control needs. Cost Centers may be assigned during the ordering process per line item and will display on printed purchase orders. Budget values may be entered via the Customer Manager (optional). Files must be imported separately for each customer.
Customer Manager > Select existing Customer’s C-ID# > Cost Center > Import Cost Centers > customers_cost_centers.xls
Column Required
Field Column Name Field
Size Field
Format Description
A X cost_center_code (PK)
text Code use to identify a cost center for budget purposes. Defined by the company..
B X cost_center_description text Description of the cost center entered in column A. (PK) = Primary Key of data record. Cannot be duplicated per Customer-ID.
Departments The Departments import file is used for customers with multiple departments and budget control needs. Users are assigned to Departments and cannot be changed. Orders entered by the user are automatically assigned to the defined department for budget purposes. Budget values may be entered via the Customer Manager (optional). Files must be imported separately for each customer.
Customer Manager > Select existing Customer’s C-ID# > Departments > Import Departments > customers_departments.xls
Column Required
Field Column Name Field
Size Field
Format Description
A X department_code (PK)
text Code use to identify a department for budget purposes. Defined by the company..
B X department_ description
text Description of the department entered in column A.
(PK) = Primary Key of data record. Cannot be duplicated per Customer-ID.
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Customer Users/Buyers The Customer Users Import file is used to add additional users/buyers to each existing customer record. If the company has multiple buyers that require access to the Storefront for browsing the catalog or placing a purchase order, the user will need to be added with a unique email and password. This may in include order takers and administrators with approval requirements. Files must be imported separately for each customer.
Customer Manager > Select existing Customer’s C-ID# > Users > Import Users > customers_users.xls
Column Required
Field Column Name Field
Size Field
Format Description
A gender 1 text The primary user – male or female. Not used – for reference only. M = Male, F=Female, blank=unknown
B X name text The primary user/buyer’s name within the company. C dob text The primary user’s date of birth. MMDDYYYY D X company_name text The complete customer’s company name entered previously
via customer.xls. E X address_description text Description identifer for main billing and shipping address
entered previously via customers-addresses.xls. Will be displayed as a shipping option via Storefront checkout process – Main Office, Corporate, north, south, city, street name, etc.
F tel text The user’s telephone number. G fax text The user’s fax number. H mob text The user’s mobile number. I X Email (PK) text The user’s email address. The email address must be unique
to all other customer/users/buyers. Duplicate email addresses will not be accepted; however, email addresses may be changed at a later date.
J X Password text The user’s password that corresponds to the email address above. May be changed via Customer Manager or by user via Storefront.
K X receive_newsletter Yes/No text Yes or No flag indicating whether or not the user will approve of email marketing correspondence. Not used – for reference only.
L X administrator Yes/No text Yes=User is an administrator with order approval rights. No=Usser is a requestor with no order approval rights.
M X allow_orders Yes/No text Yes=User has rights to place an order. No=User has no rights to place an order, but can view the catalog.
N X allow_department Yes/No text Not currently used. O X allow_cost_center Yes/No text Yes=User has rights to assign cost centers accounts to line
items within an order. No=User cannot assign cost center accounts to line items within an order.
P X allow_addresses Yes/No text Yes =User has rights to change address assignments per order via Storefront checkout process. No=User cannot change address assignments per order via Storefront checkout process.
Q X customer_type 1 text Customer type code which affects access to various system features. 1=(B2C) Credit Card Customer, 2= (B2B) Account Customer
(PK) = Primary Key of data record. Cannot be duplicated.
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Products The Products import file is used to add unique items you sell which are not included in the preloaded wholesaler catalog database.
Since items are assigned to product categories, Category IDs are required when importing unique items. Items may be assigned to existing, preloaded categories, or they may be assigned to new unique categories you define. Category IDs may be added via the Product Manager > Category Manager prior to the product import.
Unique brands and unique manufacturers may also be added prior to importing your unique items. Refer to page 28 for the recommended step-by-step process for importing unique items and costs into your Own Catalog.
IMPORTANT: Corresponding item costs must be loaded and maintained separately via the Catalog Manager.
Product Manager > Import/Update Products > products.xls
Column Required Field
Column Name Field Size
Field Format
Description
A X sku_item_code */ ** (PK)
text The unique item number assigned to the unique product to import. This item must not be an existing item any of the following wholesaler catalogs: Lagasse/Sweet, ORS Nasco, SP Richards, or United Stationers Supply Co.
B X description */ ** text The primary short-description of the item that displays via the Storefront and prints on purchase order and various reports.
C X pack text The product unit of measure packaging. D X pack_desc text The product unit of measure packaging description. E X price text The selling price used to display Storefront pricing. The selling
price of not using discounted contract pricing, or the retail price if you plan to create discounted contract pricing – globally for all customers and/or select customers.
F cost text Your cost of the item. Used to calculate contract pricing for cost+% and cost+GM%. Not required if the Price field above will reflect selling price. Please note, you may keep the cost in this file for your quick reference; however, the item number and cost must be imported via the Catalog Manager > Catalog Cost Prices using the cost import file.
G image text The image file name of the product. This field should reflect the file name of the image to be imported separately via the Product Manager > Bulk Image Upload.
H weight text The product weight of the item according to it’s selling unit of measure. This weight will be used when calculating shipping charges via weight.
I width text The product width of the item. Not used – for reference only. J length text The product length of the item. Not used – for reference only. K height text The product height of the item. Not used – for reference only. L X tax text The sales tax indicator.
0=Non-taxable item. 1=Taxable item.
M price_matrix_1 text The price matrix code to use when calculating contract pricing by price matrix band code. Can be variable based your needs.
N X IdCategory numeric The assigned product category ID. Used to group items for Storefront category searching as well as other areas throughout the system.
O catalogue_barcode text The universal barcode assigned to the item. Currently used for Google Shoppong product feed files only.
P X manufacturers_part_ number *
text The assigned manufacturer’s part number. Can be the same as column A or different.
Q X brand_name * text The product brand of the item. Can be the same as the Manufacturer name, or different.
R long_catalogue_ description_text
text The extended, detailed description of the product. Displays in the Storefront item detail page only. Is not currently used for Storefront searching.
S X manufacturer_name ** text The manufacturer’s name of the item. * Feeds Storefront search (including any keywords imported via keywords.txt). ** Feeds internet search engines. *** Feeds Google Shopping. Requires verified Google Merchant Account and product feed upload file. (PK) = Primary Key of data record. Cannot be duplicated.
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Catalog Cost Prices The Cost import file is used to add the catalog cost of the unique items you sell which are not included in the preloaded wholesaler catalog database. Auto-cost collection is available for the wholesaler catalogs such as – Lagasse, ORS Nasco, and United Stationers Supply Co. If you have another wholesaler catalog activated in your Storefront, you may need to collect and load an additional cost import file.
Since your product cost can vary by catalog/supplier, you may customize your catalogs using the Catalog Manager > Catalog Builder and manage your costs separately. This allows you to price your Storefront items more accurately if you are calculating contract pricing with Cost+% or Cost+GM%.
Refer to page 28 for a recommended step-by-step process for importing unique items and costs into your Own Catalog.
IMPORTANT: Corresponding item costs must be loaded and maintained separately via the Catalog Manager.
Catalog Manager > Catalog Cost Prices > template_import_price.xls
Column Required
Field Column Name Field
Size Field
Format Description
A X code (PK) text The sku item number assigned to the product to update.. B X price text The cost price of the item.
Sales Tax The Sales Tax import file is used to add and maintain multiple sales tax rates country, state, and zip/postal code.
Store Settings Manager > Tax Information > Zip2Tax_Evolution_Sample.csv
If you have hundreds or thousands of sales tax rates to maintain, please consider subscribing to Zip2Tax.
Zip2Tax 866-492-8494 307-462-0195 www.zip2tax.com
NOTE
When subscribing to Zip2Tax, mention EVOLUTION to receive the proper file import layout.
Column Required Field
Column Name Field Size
Field Format
Description
A X country 2 text The 2-digit country abbreviation assigned to the sales tax rate. US=United States CA=Canada UK=United Kingdom KY=Cayman Islands
B X state 2 text The 2-digit state abbreviation assigned to the sales tax state. C X zip 9 text The 5-9-digit postal/zip cide assigned to the sales tax rate. The
postal/zip code entered in the customer record must match to properly calculate the sales tax rate.
D X tax text The sales tax rate percentage entered in whole numbers. .0725 should be entered as 7.25
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Image File Formats Refer to the list below for image formatting sizes.
Image Type Pixel Width x Height,
dpi File Format Options
Description
Product s 350 x 350, 72 dpi Future templates will allow for 500 x 500 pixels
.jpg
.png
.gif
Product images are displayed via the Storefront. Product images are preloaded for Lagasse, ORS Nasco, and United Stationers Supply Co. cataloged products. However, Dealer Own/Unique items and images can be imported and added to your online catalog via your Storefront. The detailed item page displays the full-size. The same image will used to downsize to 100 x 100 when thumbnail images are displayed (product lists and search results). A second image is not required. Admin Tool Product Manager > Bulk Image Upload
Categories 100 x 100, 72 dpi .jpg .png .gif
Category images are displayed via the Storefront. Product category images are preloaded for Lagasse, ORS Nasco, and United Stationers Supply Co. cataloged products. However, Dealer Own/Unique categories and images can be imported and added to your online catalog via your Storefront. Category images display when the user clicks any of the main categories as well as the subcategories via the Storefront. Admin Tool - Add Unique Product Categories Product Manager > Category Manager > Add New Category or Add New Sub Category Admin Tool - Add Unique Product Category Images Product Manager > Category Manager > Edit Category > Category Image
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Other Optional File Imports Available The files listed below are other file imports available. Contact your Account Manager for additional information.
Template Name File Name Description Item Attributes attribute name import.xls Additional item details based on an attribute label with defined value. Displays in
table format on Storefront item detail page. Item Keywords keyword import.xls Additional “keyword” descriptions to help locate the item via the Storefront
search field. For example: bubble wrap, bubblewrap, packaging, rolled cushioning, moving, boxes, shipping
Item Meta Data meta name import.xls Meta data descriptions used to feed internet search engines. Other Related Items related import.xls Other products related to the selected item being viewed via the Storefront item
detail page. Soap dispensers may show related soap packets to fit the dispenser. Alternate Items alternate import.xls Other product alternatives equivalent to the item being viewed via the Storefront
item detail page. Branded items may show a generic brand or another item with a higher gross profit
Item Selling Points selling points import.xls Highlighted selling points designed to help educate or promote features. Displays via Storefront item detail page.
Storefront Banner Items import_item_code.xls List of items linked to Storefront clickable banners. Storefront Special Offers special_offers_import.xls List of items to display via Storefront home page and Shopping Tools link. Storefront Top Sellers import_item_code.xls List of items to display via home page Shopping Tools link. Storefront Featured Items
import_item_code.xls List of pictured highlighted priority items to display within a main category before the user clicks the sub-category.
Reward Items import_reward_item_code.xls List of reward items and their corresponding points required. Contracts – Items template_import_price.xls Specific contract items and corresponding pricing assigned. Contracts – Band template_import_band.xls Specific contract band pricing methods by price matrix code. Contracts – Classification
template_import_classification.xls Specific contract pricing methods by product category/classification.
Contracts – Quantity Break Pricing
Template_import_quantity.xls Specific contract quantity break pricing discounts.
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Glossary Admin Tool
The Admin Tool provides access to all the modules used for the store settings as well as adding and maintaining customer information and orders. The Admin Tool is for internal use only.
Administrator User The Administrator User is a role assigned to customers’ users’ that access the Storefront. Administrators have access to all system feature and functionality.
CRM – Customer Relationship Management The CRM Portal provides you with quick access to
The Admin Tool Your Storefront Your company profile information such as key contacts
and address information Billing information Support tickets
Domain Name A domain name is a case-insensitive string of letters, numbers, and hyphens that is used to define a location of a website. Domain names are used as pointers to IP addresses. For example: www.mydomainname.com
DNS – Control Panel A control panel, in web hosting, is a web-based interface provided by the hosting company that allows customers to manage their various hosted services in a single place. For example: email configurations, managing databases, file manager, IP addresses, etc.
DNS – Domain Name Service If you purchase a domain name, DNS servers are given the IP address of your Web server and the corresponding domain name. Then, when someone accesses your domain, the DNS server translates that to an IP so it knows where to send the request.
Google Base Google Base is an online database provided by Google for subscribers to publish structured data content such as text and images. This data content can be used to feed Google Shopping to help increase your online business. Access www.google.com to create a Google Base Merchant Account.
Hosting A web hosting service is a type of Internet hosting service that allows individuals and organizations to make their website accessible via the World Wide Web. Web hosts are companies that provide space on a server owned or leased for use by clients, as well as, providing Internet connectivity, typically in a data center. Web hosts can also provide data center space and connectivity to the Internet for other servers located in their data center. The host may also provide an interface or control panel for managing the Web server and installing scripts, as well as, other modules and service applications like e-mail. Some hosts specialize in certain software or services (e.g., e-commerce), which are commonly used by larger companies that outsource network infrastructure.
IP Address An IP address is the numerical designation of a computer attached to the Internet. They are usually written as 4 groups of 3 numbers. Domain names use IP addresses as their address so that Web browsers can find their location on the Internet. For example: IP 70.42.82.181
Payment Gateways A payment gateway is an e-commerce application service that authorizes payments for e-businesses/online retailers. Payment gateways are offered by service providers, such as PayPal, Google, and Authorize.net. Payment gateways protect credit card details by encrypting sensitive information, such as credit card numbers, to ensure that information is passed securely between the customer and the merchant and also between merchant and the payment processor.
Requestor User The Requestor User is a role assigned to customers’ users’ that access the Storefront. Requestors have limited functionality to system features.
Can place orders, pending approval from an Administrator User
Cannot approve orders Cannot edit group wish lists
Storefront The Web Storefront provides access to both B2C (business-to-consumer) and B2B (business-to-business) customers to browse your online catalog(s), view product information, view pricing, and place orders.
Web Server Web server can refer to either the hardware (the computer) or the software (the computer application) that helps to deliver content that can be accessed through the Internet.
The most common use of web servers is to host websites, but there are other uses such as gaming, data storage or running enterprise applications.