vendor user guide

7/28/2019 Vendor User Guide

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INTRODUCTION.......................................................................................................................................................................... 4

REQUIRED ACCOUNT INFORMATION OVERVIEW............................................................................................................................... 5

User Security Information ................................................................................................................................................ 5

Business Contact Information .......................................................................................................................................... 6

Site Description................................................................................................................................................................. 8

SETTING UP YOUR PAYMENTS OVERVIEW ........................................................................................................................................ 8

Banking wizard Step 1 ...................................................................................................................................................... 9

Banking Wizard Step 2 ..................................................................................................................................................... 9

BASIC INTEGRATION OVERVIEW.................................................................................................................................................. 19

Creating Products ........................................................................................................................................................... 20

Uploading Your Products ................................................................................................................................................ 22

Product Options .............................................................................................................................................................. 25

Coupons .......................................................................................................................................................................... 28

CREATING SHIPPING METHODS................................................................................................................................................... 30

MANAGING YOUR E-GOOD ALLOWABLE COUNTRIES ...................................................................................................................... 49

MARKING ORDERS AS SHIPPED................................................................................................................................................... 50

INTEGRATING PLUG AND PLAY PRODUCTS..................................................................................................................................... 52

THIRD PARTY CART INTEGRATION................................................................................................................................................ 55

THE RETURN PROCESS .............................................................................................................................................................. 56

DEMO MODE.......................................................................................................................................................................... 58

PURCHASE LOGOS.................................................................................................................................................................... 59

SALES OVERVIEW ..................................................................................................................................................................... 60

Locating Sales ................................................................................................................................................................. 60

Issuing Refunds ............................................................................................................................................................... 62

Recurring Sales ............................................................................................................................................................... 66

Fraud Review .................................................................................................................................................................. 68

Request Payment ........................................................................................................................................................... 69

REPORTING............................................................................................................................................................................. 71


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Billing Activity Download ............................................................................................................................................... 71

Additional Reports .......................................................................................................................................................... 73

CLOSING ................................................................................................................................................................................ 74


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INTRODUCTION
https://www.2checkout.com/va/


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REQUIRED ACCOUNT INFORMATION OVERVIEW

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USER SECURITY INFORMATION

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https://www.2checkout.com/documentation/prohibited.html


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BUSINESS CONTACT INFORMATION

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SITE DESCRIPTION

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SETTING UP YOUR PAYMENTS OVERVIEW

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BANKING WIZARD STEP 1

BANKING WIZARD STEP 2


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CHECK/AIR MAIL CHECK


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INTERNATIONAL WIRE TRANSFER


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FOREIGN CURRENCY ELECTRONIC FUNDS TRANSFER (FCEFT)


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AUSTRALIAN ELECTRONIC FUNDS TRANSFER (AEFT)


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BANKS AUTOMATED CLEARING SYSTEM (BACS)


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DIRECT ELECTRONIC FUNDS TRANSFER (DEFT)


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ACH


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PAYONEER


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BASIC INTEGRATION OVERVIEW

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http://www.2checkout.com/documentation/Advanced_User_Guide.pdfhttp://www.2checkout.com/documentation/Advanced_User_Guide.pdfhttp://www.2checkout.com/community/blog/tutorials/tutorial-creating-2checkout-purchase-linkshttp://www.2checkout.com/community/blog/category/knowledge-base/suppliers/tech-support/3rd-party-carts/parameter-sets


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CREATING PRODUCTS

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http://www.2checkout.com/product-services/global-affiliates


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UPLOADING YOUR PRODUCTS

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EX01,Example One,,1.00,,,1,My first sample product.,,,,,,EX02,Example Two,,10.00,,,0,Another sampleproduct.,15.00,http://www.example.com/script/pending.php,http://www.example.com/script/approved.php,1 Month,2 Year,

EX03,Example Three,,100.00,10,5.00,1,The final sample product.,,,,,,

EX01|Example One||1.00|||1|My first sample product.||||||EX02|Example Two||10.00|||0|Another sample


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PRODUCT OPTIONS

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COUPONS

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CREATING SHIPPING METHODS

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FREE SHIPPING


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FIXED PRICE SHIPPING


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SHIPPING BASED ON DELIVERY COUNTRY


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SHIPPING BASED ON WEIGHT


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SHIPPING BASED ON ORDER TOTAL:


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MANAGING YOUR E-GOOD ALLOWABLE COUNTRIES

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MARKING ORDERS AS SHIPPED

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INTEGRATING PLUG AND PLAY PRODUCTS

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http://www.acmeonlinebooks.com/


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THIRD PARTY CART INTEGRATION


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THE RETURN PROCESS

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x_receipt_link_url

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http://www.2checkout.com/documentation/Advanced_User_Guide.pdf


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CLICK HERE

TO FINALIZE YOUR ORDER

With the direct return set to Direct Return (Your URL) to my website, sale parameters will be posted

automatically to the approved URL while fetched by our server and displayed to the customer. When using this

return method the URL will be masked to the customer, appearing to still be on the 2Checkout.com domain.

This method can be used with redirects as long as each page outputs content more than 255 characters to the

browser. If this method encounters a page that redirects without outputting content the process will fail and

the customer will be sent to our standard Order Processed page. This occurs usually with a header redirect,

specifically content less then 255 characters. This is a common issue as many developers will set their approved

URL to a script that processes the return sales parameters then silently forwards the customer to another page.

This is usually a thank you or download page for intangible products. The best solution is to handle all post-

order processing on the page set as your approved URL, including the thank you message. If no redirects are

used, meaning the URL is masked by our servers, relative links will not point to the correct location. This can be

corrected with the use of absolute paths on the approved URL page or by simply using a base tag in the head of

the document to provide a reference for the relative paths.

With Direct Return set to Header Redirect the customer will be immediately returned to your approved URL.Using this method, the sale parameters will be returned along with the customer using the GET method. If you

have problems with the return process you're welcome to contact us [email protected] assist with

troubleshooting the issue.

PLEASE NOTE: IF YOU DO NOT SPECIFY AN APPROVED URL AT THE ACCOUNT LEVEL, PRODUCT LEVEL, OR WITH THE

X_RECEIPT_LINK_URL PARAMETER THE CUSTOMER WILL REMAIN ON THE 2CHECKOUT ORDER PROCESSED PAGE

UPON COMPLETION OF THE ORDER.
mailto:[email protected]:[email protected]:[email protected]:[email protected]


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DEMO MODE

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PURCHASE LOGOS

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SALES OVERVIEW

LOCATING SALES

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ISSUING REFUNDS

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RECURRING SALES
https://www.2checkout.com/static/va/documentation/INS/index.htmlhttps://www.2checkout.com/static/va/documentation/INS/index.html


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FRAUD REVIEW

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https://www.2checkout.com/static/va/documentation/INS/index.htmlhttps://www.2checkout.com/static/va/documentation/INS/index.html


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REPORTING

BILLING ACTIVITY DOWNLOAD

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ADDITIONAL REPORTS
mailto:[email protected]


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CUSTOM CHECKOUT GUIDE
https://www.2checkout.com/va/


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ACCESSING THE CHECKOUT PAGE MANAGER

The following steps will direct you to the Checkout Page Manager, where you may modify the basic look and

feel of the checkout page:

1. Click on the Account tab.2. Click on the Site Management sub-category.3. Click on the Manage Checkout button:

4. Click on the Create Theme button to begin customizing your checkout page:


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USING THE CHECKOUT PAGE MANAGER

Upon clicking the Create Theme button, you will be directed to the custom checkout template editor. The

upper pane displays a preview of the checkout page, and any changes made will occur in real-time, allowing

you to observe the result as customizations are performed:

If you must return to the Site Management tab in VA, simply click the [ back ] link, adjacent the Save It button:

Please note that if the [ back ] link is clicked, you will be immediately directed to the Site Management tab;

you will NOT be prompted to save your changes. To avoid having to repeat your work, we would advise clickingSave It after you make a change to your template. Upon saving your modifications successfully, our system will

provide a visual confirmation on the left-hand side of the screen:


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CUSTOMIZING YOUR TEMPLATE

Six aspects of your template may be modified through the interface populating the bottom half of the screen:

1. Edit Name Choose your own name for your theme. This is not visible to buyers. Note: Assigning aTheme Name is mandatory. The template will not be saved if a name is not specified.

2. Edit Colors Select the templates Background Color, and Theme Color. Click on the rectangular boxcontaining the hexadecimal color code to begin editing the corresponding elements color. You may

use the visual interface to choose a color, or enter the hexadecimal code into the box if you already

know the exact color that you wish to assign.

3. Upload Images Select either Logo or Background from the drop-down menu for specific options:Logo Select Use Existing to choose a checkout page image that is already uploaded to your

account. A miniature window will appear, displaying the available checkout page image(s).

Click the desired image that you wish to associate with your custom theme.

If you do not have any images uploaded already, select Upload New to browse your computer

for an appropriate image file. Valid file formats are: JPEG, GIF, and PNG. The maximum

dimensions are: 335 x 60 pixels.


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Background Select Use Existing to choose a background image that you uploaded to your

account. A miniature window will appear, displaying the available background image(s). Click

the desired image that you wish to assign as the background.

If you do not have any images uploaded already, select Upload New to browse your computer

for an appropriate image file. Valid file formats are: JPEG, GIF, and PNG. No maximum

dimensions are specified, however, the maximum file size is 500 kb.

Background (continued) When assigning a background image, you may specify the manner in

which the image is tiled across the checkout page, as well as the alignment of the background

image.

o Background Tiling No-Tiling a single instance of the selected background image will be

displayed, oriented in accordance with the Background Position.

Repeat-x the background image will be tiled horizontally across the page. Repeat-y the background image will be tiled vertically on the page. Repeat x and y the background image will be tiled horizontally and vertically,

filling the entire page.

o Background Position Select Left, Center, or Right to specify the alignment of yourbackground image.


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4. Add Links This feature will enable you to provide additional links to external pages. The Link Textdetermines what the buyer sees on the checkout page. The Link URL is where the customer will be

directed upon clicking the Link Text:

The details entered into the fields described above will be displayed on the checkout page directly

beneath the Change Language, and Change Currency drop-down options:


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5. Enter Info This feature allows you to provide the physical address of your business to buyers:

Information entered into these fields will appear under the Questions? title, beneath the links added

with your account:


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FINAL STEPS

Once you have finished creating your theme, click the Save It button, then click the [ back ] link to return to the

Checkout Page Manager.

ACTIVATING YOUR THEME

You will see your theme listed under the Select Theme menu, located on the left side of the screen. Click the

Set Live button to activate the corresponding theme:


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EDIT, DELETE, OR PREVIEW YOUR THEME

If you wish to Edit, Delete, or Preview a theme, click once on the themes name to bring up an options menu.

Three options are available: Edit (pencil icon), Delete(X icon), and Preview (magnifying glass icon).

Click the Edit icon to immediately access the theme within the custom theme editor.

Click the Delete icon if you wish to permanently remove the selected theme. You will be

prompted to confirm your decision.

Click the Preview icon to display a preview of the selected theme.


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CLOSING
mailto:[email protected]://www.2checkout.com/static/va/documentation/INS/index.htmlhttp://www.2checkout.com/documentation/api/http://www.2checkout.com/documentation/Advanced_User_Guide.pdf

vendor user guide

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