Pro Stores Store Admin Full

ProStores
Store Administration
Complete Reference
Version 10.1.0
© 2010 ProStores Inc.

ProStores, and the ProStores
logo are trademarks of
ProStores Inc. All other
products mentioned are
trademarks of their respective
companies.
Table of Contents
Chapter 1: Overview ........................................................................ 7

Using This Guide ............................................................................................ 7
Optimal Hardware/Software Settings .............................................................. 7
Getting Started................................................................................................. 8
Logging On ........................................................................................ 8
Getting Started Checklist ................................................................... 8
Viewing Store Activity....................................................................... 9
Getting Help ..................................................................................... 10
Error Logging ................................................................................... 10
Language Override ........................................................................... 11
Accessing Your Store ....................................................................... 11
Working in Store Administration .................................................................. 11
Navigating Store Administration ..................................................... 12
Advanced/Basic Modes .................................................................... 13
The Managers ................................................................................... 13
Additional Documents................................................................................... 14
Chapter 2: Designing Your Store ..................................................... 15
Store Design .................................................................................................. 15
Design .............................................................................................. 16
Publish Your Store ........................................................................... 17
Working with ProStores Store Design .......................................................... 18
Creating a Splash Page .................................................................................. 18
Store Images .................................................................................................. 19
Uploading Files ............................................................................................. 23
Chapter 3: Working with ProStores Store Design ............................... 25
Page Template Editor .................................................................................... 25
Managing Your Work ................................................................................... 30
Set a Baseline ................................................................................... 32
Revert to Baseline ............................................................................ 32
Revert to Original Version ............................................................... 32
Publish Pages ................................................................................... 32
Common Tasks .............................................................................................. 33
Selecting Content ............................................................................. 33
Adding Text ..................................................................................... 36
Adding Links .................................................................................... 37
Adding Images ................................................................................. 38
Display Store Data ........................................................................... 39
Building Lists ................................................................................... 40
Using Conditions .............................................................................. 42
Saving and Undoing Your Work ...................................................... 44
Advanced Tasks ............................................................................................ 44
Validate Page Template ................................................................... 44
Import and Replace Page Template.................................................. 44
Export Page Template ...................................................................... 45
Complete Reference, Version 10.1.0 page 1

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Using Template Edit Modes .......................................................................... 45
Basic Editor ...................................................................................... 49
Using the Advanced Editor .............................................................. 49
Using the Template Source Editor ................................................... 53
Chapter 4: Working with Page Builder .............................................. 54
Page Builder: Introduction ............................................................................ 54
Manage Page Layouts ................................................................................... 58
Manage Panels............................................................................................... 59
Home Page Layout ........................................................................... 62
Product List: Panels.......................................................................... 62
Product Detail: Panels ...................................................................... 63
Panel Types ...................................................................................... 64
Moving to Page Builder ................................................................................ 66
Chapter 5: Preparing to Do Business ................................................ 69
Setting Store Preferences .............................................................................. 69
Understanding Security .................................................................... 69
General Preferences.......................................................................... 70
Multi-Page Checkout Flow Preferences ........................................... 77
Mail Preferences............................................................................... 80
Selecting Payment Options ........................................................................... 81
Working with Payment Gateways .................................................... 82
Setting Payment Preferences Information ........................................ 86
Configuring World Pay .................................................................... 89
Configuring PayPal .......................................................................... 90
Shipping Preferences ..................................................................................... 92
Setting Up Merchant-Defined Shipping Tables ............................... 93
Federal Express Shipper ................................................................... 97
Canada Post Shipper......................................................................... 98
UPS Shipper ..................................................................................... 99
United States Postal Service Shipper ............................................. 101
Shipping Containers ....................................................................... 102
Defining Sales Tax Rates ............................................................................ 103
About Tax Laws and Internet Purchases ........................................ 104
Maintaining Sales Tax Options ...................................................... 104
How Are Sales Taxes Applied to Products? .................................. 105
ProStores Tax Configuration .......................................................... 106
CyberSource Tax Calculator Configuration ................................... 108
Managing Users........................................................................................... 110
Understanding Modules and Their Relationships .......................... 111
Creating a Members-Only Area .................................................................. 111
Building A Registered Members Area ........................................... 111
Setting Up a Store Subscription ..................................................... 112
Chapter 6: Building the Product Catalog ..........................................113
Understanding the Product Catalog ............................................................. 113
How to Set Up Your Product Catalog ............................................ 114
How do Customers Find Products? ................................................ 115
Defining Supporting Product Information .................................................. 115
Working with Categories ............................................................... 115
Working with Shared Attributes .................................................... 120

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Defining Manufacturers ................................................................. 125
Defining Custom Product Fields .................................................... 127
Defining Suppliers.......................................................................... 128
Working with Product Profiles .................................................................... 128
Finding and Viewing Products ....................................................... 128
Maintaining Product Profiles ......................................................... 130
Product Images ............................................................................... 146
Exporting/Importing Product Information ..................................... 149
Assign Categories to Products........................................................ 150
Defining Keywords ........................................................................ 151
Working with Attribute Inventory.................................................. 153
Relating Products and Accessories................................................. 168
Defining Product Personalization Options ..................................... 169
Using Order Extensions ................................................................. 170
Setting Up Subscription Products .................................................. 170
Supporting Downloadable Products ............................................... 171
List items on eBay ....................................................................................... 172
Understanding the eBay Listing Process ........................................ 172
eBay Access and Listing Set Up .................................................... 173
eBay: Inbound Listings .................................................................. 181
Managing eBay Outbound Listings................................................ 185
eBay: Matched Listings .................................................................. 187
eBay Listings: Matching Rules ...................................................... 188
eBay Listing Templates .................................................................. 195
eBay Custom Listing Themes ........................................................ 196
eBay Tools ..................................................................................... 197
Selling Products Using the Wizard or Quick List .......................... 198
Display eBay Listings on the Storefront ........................................ 200
Chapter 7: Marketing, Sales, and Promotions ................................... 202
Marketing Manager ..................................................................................... 202
Traffic Generation ....................................................................................... 202
Pay Per Sale Marketing ............................................................................... 203
Comparison Shopping Sites ........................................................................ 204
Search Optimization Manager ..................................................................... 206
Email Marketing .......................................................................................... 207
Wish List ..................................................................................................... 208
SSML for Supporting Wish Lists ................................................................ 209
e-Gift Cards ................................................................................................. 210
Sales by e-Gift Cards Report ....................................................................... 212
SSML for Supporting e-Gift Cards ............................................................. 212
e-Gift Card and Wish List Icons.................................................................. 221
Search Engine Tuning ................................................................................. 222
Using Promotions ........................................................................................ 225
Managing Promotions .................................................................... 226
Chapter 8: Managing Inventory ......................................................236
Setting Inventory Options ........................................................................... 236
Setting Product Preferences ........................................................... 236
Setting Up Buyer Notifications ...................................................... 238
Assigning Inventory to Products ................................................................. 238

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Setting Product Inventory............................................................... 238
Serializing Product Inventory......................................................... 239
Tracking Inventory ...................................................................................... 240
Checking Inventory Status ............................................................. 240
Managing Backorders .................................................................... 240
Processing Backorders ................................................................... 241
Chapter 9: Processing Orders and Credits ........................................242
Reviewing and Authorizing Orders ............................................................. 242
Authorizing Orders - Outstanding .................................................. 243
Authorizing Orders - Credit Cards ................................................. 243
PayPal Order Process ..................................................................... 243
Authorizing Orders - Other Payment Types................................... 244
Shipping Orders ............................................................................. 245
Canceling Orders ............................................................................ 247
Managing Subscriptions .............................................................................. 248
Working with Invoices ................................................................................ 249
Searching for Invoices .................................................................... 249
The Invoice Page ............................................................................ 250
Adjusting an Invoice ...................................................................... 251
Splitting an Invoice ........................................................................ 252
Viewing Invoice Audit History ...................................................... 254
Printing Invoices ............................................................................ 254
Viewing Payment Processor Details .............................................. 254
Managing Credits ........................................................................................ 254
Issuing Credits Against Invoices .................................................... 255
Applying a Store Credit.................................................................. 256
Entering Orders Manually ........................................................................... 257
Adding Products to an Order .......................................................... 258
Updating Address Information ....................................................... 259
Updating Payment Information ...................................................... 259
Updating Order Detail .................................................................... 259
Exporting Orders ......................................................................................... 261
Chapter 10: Managing the Supply Chain ..........................................262
Maintaining Supplier Profiles ..................................................................... 262
Viewing Suppliers ....................................................................................... 264
Communicating with Suppliers ................................................................... 264
Supplier Communications Overview ............................................. 264
Supplier General Preferences ......................................................... 266
Running Supplier Communications ............................................... 267
Supplier Confirmation Files ........................................................... 268
Viewing Pending Orders by Supplier............................................. 268
Troubleshooting Supplier Communications ................................... 269
Chapter 11: Working with Customers ..............................................270
Defining Customer Custom Fields .............................................................. 270
Viewing Customers ..................................................................................... 271
Maintaining Customer Profiles ................................................................... 271
Viewing Customer Order and Product History ........................................... 274
Customer Groups......................................................................................... 275
Maintaining Customer Groups ....................................................... 275

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Assigning Customer Groups .......................................................... 276
Chapter 12: Maintaining Store Administration .................................. 277
Managing Files ............................................................................................ 277
Maintaining Database Tables ...................................................................... 278
Viewing Server Settings .............................................................................. 279
Extending ProStores .................................................................................... 279
Store Monitor Utility ...................................................................... 279
Exporting and Importing Data..................................................................... 279
Exporting Tables ............................................................................ 280
Importing Tables ............................................................................ 281
Table Types .................................................................................... 281
Troubleshooting Importing Tables ................................................. 298
Backing Up Your Store ............................................................................... 298
Chapter 13: Reporting ..................................................................299
Running Reports .......................................................................................... 299
Report Descriptions ..................................................................................... 300
Executive Reports .......................................................................... 300
Product Statistics Report ................................................................ 311
Category Statistics Report .............................................................. 311
Sales Reports .................................................................................. 312
Cost of Inventory Report ................................................................ 319
Chapter 14: Analytics ...................................................................320
About Analytics........................................................................................... 320
Using Analytics ........................................................................................... 320
Using Analytics Dashboards .......................................................... 320
Analytics Glossary ...................................................................................... 322
Chapter 15: Advanced Sales Management ....................................... 331
Setting Up an Affiliates Program ................................................................ 331
Setting Affiliate Defaults ............................................................... 332
Viewing Sales Affiliates................................................................. 332
Maintaining Sales Affiliates ........................................................... 332
Building a Sales Team................................................................................. 333
Viewing the Team .......................................................................... 333
Maintaining Sales Managers .......................................................... 334
Maintaining Sales People ............................................................... 334
Managing Leads .......................................................................................... 335
Developing a Leads Program ......................................................... 335
Setting Up Lead Custom Fields ..................................................... 335
Setting Up Lead Assignment Rules................................................ 336
Working with Sales Leads.............................................................. 336
Viewing Reports .......................................................................................... 337
Running Sales Reports ................................................................... 337
Report Descriptions ........................................................................ 337
Chapter 16: Participating in a Mall .................................................. 344
Understanding How Malls Work ................................................................ 344
Mall Settings for Mall Participants ............................................................. 344
Chapter 17: Upgrading Store Administration .................................... 346
Upgrading the Business Edition Store......................................................... 346

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Upgrading the Advanced Edition Store....................................................... 346
Downgrade Implications ............................................................................. 346
Appendix A: Glossary ....................................................................347
Index .........................................................................................351

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Chapter 1: Overview
ProStores removes the barriers of entry into electronic commerce. You can quickly design
your catalog and purchase pages exactly the way you like. With an intuitive easy-to-use
interface, extensive back office functionality and sophisticated inventory management,
ProStores gives you the tools you need to extend your business into the world of e-business
quickly and easily.
Detailed tracking and reporting give you the information you need to maximize profits.
Exports to QuickBooks and other applications let you integrate ProStores with your current
business tools. In addition, you won’t have to change how you do business to use ProStores.
Customizable security lets you distribute store management among multiple people. Support
for different inventory models and variable purchase limits support your current business
practices.
Using This Guide

This user guide is organized by business processes (for example, store setup, order
processing, supply chain management, etc.). In addition, it includes full procedural and
reference information for all application functions.
This guide contains information for all ProStores editions and modules. If a feature is only
available to certain editions or modules, it will be noted in the text.
Optimal Hardware/Software Settings

ProStores Store Administration recommends the following browser and hardware settings:
Required Optimal
Browsers Browser versions that support HTML Browser versions that support HTML
4.0 and Cascading Style Sheets Level II 4.0 and Cascading Style Sheets Level II
(such as Microsoft Internet Explorer (such as Microsoft Internet Explorer
4.0, Netscape versions 6.2, FireFox 1.5, 5.5, Netscape versions 6.2, FireFox 1.5,
or any higher version of these or any higher version of these
browsers). browsers).
Monitor 1024x768 Highest resolution with which you are
Resolution comfortable.
Monitor n/a 65,536 or Higher
Colors
JavaScript Enabled Enabled. ProStores Store Design
requires JavaScript for creating
collapsible forms, collapsible
navigation, field help, wizards, and
much of the ProStores Store Design

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Required Optimal
functionality.
Browser Enabled Enabled
Cookies
Getting Started
This section describes tasks to help you get started using Store Administration.
Logging On
In order to access Store Administration, you must log in using a valid user name and
password. If you try to access a manager to which you do not have access, you will be
prompted to enter a valid user name and password for that manager.
If you leave your computer for an extended period, it is recommended that you log off by
clicking Logoff (on the toolbar).
Automatic Sign Out

To protect store and customer data, ProStores signs you out of Store Administration if there is
no activity in the Store Administration area for 15 minutes. A warning countdown timer alerts
you of an impending timeout, at which time you may choose to disable timeout by clicking
Continue Working on the timeout screen. After you have been signed out, you must enter a
your Store Admin username and password to access the store administration area.
All unsaved changes are preserved until you sign back in again. However, if you opt not to
sign in or close the browser window, all unsaved changes will be lost.
Troubleshooting Log Ons

If you’re having trouble logging in, check the following:
Are you using the proper case for your user name and password? User name and
passwords are case-sensitive.
Verify that your PC’s clock and time zone are correct. Your user name and password
“lasts” for 8 hours, so an incorrect clock and/or time zone setting can cause an error
even though the user name and password are correct.
Check your browser settings to ensure that “cookies” are enabled.
Getting Started Checklist

The Getting Started Checklist page is the first page that appears when you log on to your
store for the first time. It lists common tasks that are required, recommended, and optional in
an order of recommended completion, and links to download the printable Quick Start and
Store Administration User’s Guide.
To prevent this page from showing again, select the check box at the bottom of the page.

©ProStores Inc.
To view this page again, click the Getting Started link under the Home link in the ProStores
Explorer.
Viewing Store Activity

The Store Administration Home page provides a quick summary of your store activity and
access to pertinent reports. Click the links to view more detailed information. For example,
click the Pending Orders link to display the list of pending orders.
While some of this information is updated immediately, other information may be updated on
a schedule determined by your Site Administrator. Please see your Site Administrator for
more information.
To view this page, click the Home link in the ProStores Explorer. To make this your default
Home page, select the Do not show this page again check box at the bottom of the Getting
Started Checklist page. See Getting Started Checklist (page 8) for more information.
To customize which items appear on this page, click the Configure Home Page link in the
Quick Help panel. The Store Administration Home Configuration page opens. Select the
check box for each item you wish to appear on your Store Administration Home page, and
then click the Submit button.
These settings will only affect the logged in user.
The Store Administration Home page displays the following information, grouped into
related sections:
Order Information
Field Description
Pending Orders The number and dollar value of current pending orders.
To indicate if you want this page to default to either the Credit or Other
pending orders, select the appropriate option in the Store Administration
Home Configuration page.
Orders ready for The number and dollar value of orders ready for shipping.
shipping
Orders going out The number and dollar value of orders shipped today.
today
Customer Information
Field Description
New customer The number of customer orders since midnight.
orders
Customers The number of customer profiles in the store.
Best Customer The customer with the greatest order total.

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Product Information
Field Description
Low inventory (Advanced Edition only) The number of products that are considered low
products on inventory.
Backordered (Advanced Edition only) The number of products on backorder.
products
Best selling The product with the greatest number of orders.
product
Featured products The current featured products. Each store can have up to five featured
products.
Featured The current featured categories. Each store can have up to five featured
Categories categories.
Today's Reports
Field Description
Cart and visitor Provides a link to the Order Visit Ratios report.
counts
Search Statistics Provides a link to the Search Summary report.
Getting Help
ProStores Store Administration offers easy access to help.
The Online Guide button on the toolbar opens a full user guide with information on
all the features of Store Administration. In addition, you can download printable user
guides from the Online Guide Welcome page.
Clicking on a form will bring up a window with help on entering information in
the form fields.
Some pages display help directly on the page in the Help Panel (on the right side of
the page).
Error Logging
On some occasions, ProStores will log errors, warnings or other events related to the
application’s activity. If such an event occurs, one or more of the following images will
appear in the ProStores Explorer (above the navigation):
Image Description
General information
Application warning
Application error
To view the event log, click the appropriate image. The log file will appear, with the log
message. To return to Store Administration, click the Return to Store Administration link.

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You can also view the log by browsing to Store > Store Log.
Language Override
If your Site Administrator has installed multiple translations of ProStores, you can choose the
language in which you wish to work. To do so:
1 Click Language Preferences on the toolbar. The Override Browser Language
Settings page appears.
2 Select the language in which you wish to work and click Submit. Store
Administration now appears in the selected language.
Accessing Your Store

To view your storefront, click the “View Store” button on the Store Administration toolbar.
Working in Store Administration

The Store Administration workspace contains the following areas:
The ProStores Explorer, which allows you to browse to the different parts of the
application.
The Toolbar, which provides access to your store and the Online Guide.
The Help Panel, which contains access to the wizards available in the application,
and/or help on using the current page.
Your Site Administrator may send you messages notifying you of updates, etc. These
messages will appear at the top of the screen, and will start with “System Notice:”. To view
the message, click the link.

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Explorer System Notice Help Panel
The Store Administration Workspace
Navigating Store Administration

The ProStores Explorer uses “collapsible” navigation that allows you to quickly access the
different parts of the application. The navigation works as follows:
Click to expand a list.
Click to hide a list.
indicates that an item cannot be expanded or collapsed.
Click the name of the manager to go that page, and expand the list for that manager.
The Explorer toolbar contains several buttons that also affect the list.
collapses the entire list.
expands the entire list.
hides the entire Explorer. To show the Explorer again, click on the ProStores
toolbar.
Some of the forms in Store Administration can be expanded and collapsed. This allows you
to quickly work with the most important fields on the form, without having to scroll through a
long page.
collapses all sections of the form.
expands all sections of the form.
expands a form section.
hides a form section.

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Expand Collapse
Expand/Collapse Buttons
Collapsible Forms
Advanced/Basic Modes
ProStores provides you with two different “modes”: an Advanced mode which includes all
application functionality, and a Basic mode that provides access to only the most important
functionality.
You can choose between these modes, depending on how you want to use ProStores. To
change modes, go to the Store Manager landing page and click the Advanced/Basic Mode
link to switch modes.
If you are working in basic mode, you can access the advanced mode functions in the
ProStores Explorer by clicking .
These settings will only affect the logged in user.
The Managers
Each “manager” in Store Administration focuses on a specific area of maintaining your store,
and can be accessed by clicking the appropriate link on the ProStores Explorer.

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In addition, some managers offer wizards to help you with common tasks. These wizards
appear on the main landing pages in the Help Panel.
The managers are as follows:

Manager Description Wizards
Home Page Summarized overview of key store statistics, N/A
quick access point to recommendations,
tutorials, resources, and other content.
Store Design Primary hub for accessing store design N/A
functionality and for snapshot views of
storefront appearance.
Store Settings Preferences and settings that set up and General Preferences,
customize your store. Payment Preferences,
Mail, Shipping, Sales Tax
Product Manager Product line and eBay Sync management. Add Product, eBay Setup
Marketing Manager Traffic generation, email marketing, e-Gift N/A
cards, Wish Lists, promotions, and
advertising schedule setup.
Order Manager Orders, both pending and completed. Issue Credits
Shipping Manager Orders that are ready to be shipped. N/A
Customer Manager Customer profile information. N/A
Sales Manager Sales leads, sales people, sales managers, N/A (Advanced Edition,
and sales reports. Sales Manager module
only)
Support Manager Template design, import/export, image Upload Images
upload and server file management.
Report Manager Summary level and detailed reports that can N/A
be customized and used to analyze the
success of your store.
Analytics Manager Traffic, sales analytics summary. N/A
Additional Documents
In addition to this user guide, please refer to the following documents for more information:
The Online Guide available in the ProStores application.
Designer’s Reference: this may be downloaded from the Online Guide start page.
SSML Object Reference: this may be downloaded from the Online Guide start page.
If you have recently upgraded, refer to one of our Upgrade Guides: these may be
downloaded from the Online Guide start page.

©ProStores Inc.
Chapter 2: Designing Your Store
The design of your store is one of the most important pieces to ensuring a positive shopping
experience for your customers. Credibility, ease of use, and overall impressions are largely
driven by store design.
This chapter provides basic information for you or your designer to use in designing your
ProStores store. For more detailed and advanced information, please download the
Designer’s Reference from the Welcome Page in the Help.
Store Design
The Store Design hub allow you to create or modify the design of new ProStores Web store.
A few notes about the Store Design hub:

Accessing the Store Design hub from the Getting Started Checklist helps with first
time set up of your initial store version. If you have designed more than one store
version (in Store Design Store Versions page), you will first need to choose the store
version you wish to work with in Store Design by selecting it from the Store Version
pull-down menu.
You can now use the Page Builder editor to edit the layout for your store’s home
page, product detail page, and product list page. The Page Builder editor allows you
to showcase the contents of your store using panels, pre-designed panel-based
layouts, and user-friendly configuration dialogs that do not require prior knowledge
of HTML/CSS/SSML. You can select a layout out of the box, select the details you
want to display, drag and drop panels in the page layout to configure their positions,
and basically customize every little element on your store page layout without
writing a single line of code. The Page Builder editor does not support non-panel
template editing. If your store uses legacy custom non-panel templates, then you will
need to use the Page Template Manager to edit your store’s home, product detail, and
product list pages. However, these page layouts will not have access to a selection of
pre-designed layouts from Page Template Manager. In addition all changes to these
pages must be made in the Source editor only. Basic and Advanced Editors are only
available for other non-Page Builder-enabled templates.
Templates other than the home page, product detail, and product list page can be
customized from the Page Template Manager. You can use the following editors to
customize your templates:
Basic Editor for simple customization.
Advanced Editor for more sophisticated editing functions including adding
SSML tags.
Source Editor for directly editing the page template source code.
Selecting a new theme will overwrite any edits you have already made to your header
and footer templates for the selected store version. To change the theme without
affecting the edited header and footer, first copy the store version, then select the
theme in the copied version.

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ProStores provides a Design Checklist to help you prepare for making design changes. To
view the checklist, click the Guide: Design Your Store link in the Resources and Tools
section of the Store Design hub.
Design
This section shows you how to choose a design scheme for your design. You can use the
design as is or modify it later using the ProStores Store Design tools to meet your needs.
Section Description
Store Logo This page allows you to add your business’s logo to the store. The image
must be either a *.gif or *.jpg format file.
To upload a store logo:
1 Browse to Store Design. The Store Design page appears.
2 Click the Change link next to Logo in the Design Settings
section. The Logo page appears.
3 Select the I will use a new store logo option.
4 Enter the file and path name, or click the Browse button to
browse to its location on your local drive.
5 Click the Save button. The image will appear in your store if
your store theme supports a store logo image.
Store Theme This is where you set the overall look and feel for your site. On the
Design Settings page of Store Design, click Change to select another
theme. Small images of each theme are available - for a larger view,
click the image. To view additional themes, select a different category
from the Theme Category pull-down menu. If your store uses a Theme
Builder theme (a theme from the Build Your Own Theme category),
click Theme Builder to make changes to the theme. All themes are
panel-friendly.
Page Builder Use sophisticated UI functionality to edit the design of your storefront.
Select and customize panel-based storefront display layouts for the three
key page types in your storefront: home page, product list, and product
detail. Click Manage next to the page type you want to edit the layout
for. Follow instructions provided in the field-level and page-level help.
Existing ProStoresmerchants using custom non-panel templates will not
be automatically converted to panel-based layouts, and must manually
opt to use panel-based layouts for these pages. Custom templates appear
in the My Pages section of Page Builder and are considered the default
layout type for the page. Merchants may switch to panel-based layouts
for each page at any time by specifying a panel-based layout as the new
current default for the page. Page Builder supports only panel-based
layouts editing. All other non-panel layouts must be edited from the Page
Template Manager.
Fonts and Colors This page allows you to choose fonts and colors for three categories of

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Section Description
fonts:
Heading is the text that appears as the page title.
Sub Heading is any sub heading fonts (usually used as category
sub headings, or just a smaller heading font on a page).
Paragraph is the standard body text.
This page also displays previews of selected font faces, sizes and colors
against the background color in which they will appear.
Page Text Click Edit to enter or change the content specified for a store page from
the list.
Page Template The Page Template Manager to edit non-panel HTML/SSML layouts.
Manager Use the source editor to make any custom edits to the templates. From
the Page Template Manager page, click the name of the page to edit the
template in the source editor. You can switch to any other template from
the pulldown menu.
With the exception of stores that use default custom layouts (non-panel),
all existing stores will be upgraded to Page Builder panel-based layouts
for the home, product detail, and product list page layouts. Storefront
templates will also be automatically converted to equivalent panel-based
templates, editable only from the Page Builder. Merchants using custom
layouts will need to manually opt to use the panel-based layouts from the
My Pages section in Page Builder. See the Page Builder Admin Help for
more information.
Link Manager Select the optional pages you wish to include in your store. You can also
link to pages in an existing site.
Publish Your Store

For Page Builder layouts/templates, all changes are published to the storefront as soon as you
set the template as the current default.
For Page Template Manager templates:
Page Template Manager edits reflect on your storefront when you click Save and Publish
after your edits. However, if you’ve made any changes to your store design, and then clicked
the Save button instead of the Save and Publish button in any of the Store Design pages, you
will need to publish the page templates in order to see the changes in your live store.
To publish any unpublished changes to individual pages:

6 Browse to Store Design > Page Template Manager.
7 In the Page Template section, click the Show All link to expand all the categories.
The status column for each page template that has unpublished changes will display
the “New edits not published” message.
8 Select the check box for each page that you want to publish.

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9 Click the Publish button. The status for the pages that were published will no longer
show the message.
To publish any unpublished changes to all pages:
10 Browse to Store Design > Page Template Manager.
11 In the Page Template section, click the check box next to the Page Template
section title. This will select all page templates.
You can also select all page templates within a particular category by selecting the
check box for the category.
12 Click the Publish button.
Working with ProStores Store Design

This option is only available if it has been enabled by your Site Administrator
ProStores Store Design is a tool that allows you to design your store, including customizing
individual templates, or changing the overall look and feel of your site.
Prior to using Store Design, you should have a good idea in mind of how your store will look.
Also, remember that your store’s navigation and page structure is defined by the header and
footer templates - changes to those templates will change the look and feel of your entire
store.
Please refer to the Designer’s Reference and Object Reference for information on working
with templates and tags.
Creating a Splash Page

Advanced Mode
This option allows you to create a new HTML page that search engines can find and index to
better market your store. However, some search engines will not spider “splash” pages, so use
this feature with caution.
This tool creates a very simple page that you will likely want to edit. To do so, use the
Support Manager > File Management tool to download the file, make your edits, and then
upload it (either using FTP, or the Upload Static Page tool) when done.
To create a static page:

1 Browse to Support > Create Static Page. The Create Static Page page appears.
2 Enter a file name (including the .htm or .html extension) for the new page. If you use
“default.htm”, this page will overwrite the page that has links to your Store

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Administration area and Storefront. If you do not want to overwrite this page, use
another name.
3 Enter a Title for the static page. This appears in the title bar of the browser. Some
search engines use this, some don’t.
4 Enter a brief description of your store in the Meta Description field. Again, some
search engines use this, while others don’t. Also, some search engines will use this
text to describe your site when displaying search results. While there are no formal
limits on the number of characters you can use, generally most engines will look at
the first 200 characters.
5 Select the desired options under Place in Meta Tags to place the categories and/or
products inside meta tags. Some search engines look in meta tags and some don’t.
Including product information could result in a very large page.
6 Select the desired options under Place in Page Body to place the categories and/or
products inside the main body of the page. Again, including product information
could result in a very large page.
7 Click Submit to save your work and create the page.
8 You can download and edit the page by using the Managing Files (page 277) feature.
The page is located in the Store Content area of the File Manager.
Once the file is created, you can browse to it by entering one of the following addresses in
your browser’s address box:
If you have a dedicated domain name (such as www.mystore.com), use
“www.mystore.com/stores/[store shortname]/[filename.ext]”
If you have a shared domain name (such as www.stores.com/mystore/), use
“www.stores.com/[filename.ext]”
Store Images
You can upload both single image files and archived zip files. You can also upload images
using the Image Upload wizard, or using the Upload Images functionality from the Product
> Images page.
The maximum file size for uploading a single image or image archive is 10 MB. Image
names may not contain spaces. In addition, archive files must be created in the standard ZIP
file format.
Shared Images
The Category, Manufacturer and Product images are used to describe your product catalog.
The “Favorites” icon is displayed next to the URL in browser address bars, and in the
“Favorites” menu when a page is bookmarked. The Promotion Banner Image and Promotion
List Image are used for promotion item and list panels.
Your “Favorites” icon must be named “favicon.ico”. In addition, its appearance in Internet
Explorer is somewhat inconsistent.

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Uploaded images are available from the following directories in the store content area:
catalog: Contains product images. This option is only available if it has been
enabled by your Site Administrator
images: Store design and template images.
media_upload: Directory used for product image FTP uploads. Images uploaded to
this directory are accessible only temporarily and deleted after they are converted to
the new multiple product images format. This option is only available if it has been
enabled by your Site Administrator
To upload an image, icon or archive:
1 Browse to Support > Upload Images. The Upload Images page appears.
2 From the Image Type pull-down menu in the Shared Images section, select the
image type you want to upload.
If you select Image Type: Product, two additional fields appear: Image Title and
Image Tags. See Product Images for information about effectively using these fields.
3 In the Image File: field, enter the full file name of the image, including the path, or
click the Browse button to browse to to the image file location.
4 From the File Type: pull-down menu, select the type of file you want to upload.
5 Click the Upload button. The image(s) will be uploaded to the appropriate directory
in the Store Content Area. If you uploaded an archived zip file, the images will be
expanded in the directory to which you have imported them, and the archive file will
be deleted.
ProStores automatically resizes your product images based on the product image resize
options in Images > Image Settings. See Product Images for rules and considerations to keep
in mind when planning and uploading your product images.
You can also upload your images in bulk using FTP. For the new multiple images feature,
you must upload all your images to the
media_upload
folder. This folder is a holding area for the images until they are resized and converted to be
compatible with the new multiple images media format. After conversion, the images that
you uploaded to this folder will be deleted. ProStores attempts to convert each file placed in
this folder. It is therefore recommended that you only upload new or modified images to this
folder.
The catalog directory will still be available in the Support > File Management area
to ensure that any direct links to images on your storefronts do not break.
Do not create a folder or directory in the media_upload directory. For the image
conversion procedure to run correctly, this directory must only contain image files.
ProStores will automatically resize your product images based on the product image resize
options in Image > Image Settings. See Product Images for rules and considerations to keep
in mind when planning and uploading your product images.

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Store Logo
You can specify an image that serves as your store logo. Once you have indicated that you
wish to use a logo, and have uploaded it, the image will appear in the storefront and a
preview of it will appear in the Upload Images page Store Logo section. You can upload a
store logo either in Store Design or in the Upload Images page.
If the image does not appear in the storefront, add the following code to the location in which
you would like the logo to appear:
<ss:if test="$store.isFeatureEnabled('StoreLogo')"> <ss:image
source="$storeVersion.storeLogo" border="0"/> </ss:if>
Option 1: Upload Images Page
Upload store logo:

2 Select the store version from the Store Version Name pull-down menu.
3 Clear the I won’t be using a store logo check box.
4 Enter the file and path name of the logo image file in the Image File field, or click
the Browse button to browse to its location on your computer.
5 Click the Upload button. The image will appear in your store if your store theme
supports a store logo image.
Remove store logo:
2 Select the store version from the Store Version Name pull-down menu.
3 Select the I won’t be using a store logo check box.
4 Click the Upload button. The image will no longer appear in your store or in the
Upload Images > Store Logo section.
Option 2: Store Design Page
Upload store logo:

2 Click the Change link next to Logo in the Design Settings section. The Logo page
appears.
3 Select the I will use a new store logo option.
4 Enter the file and path name, or click the Browse button to browse to its location on
your computer.
5 Click the Save button. The image will appear in your store if your store theme
supports a store logo image.
Remove store logo:

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2 Click the Change link next to Logo in the Design Settings section. The Logo page
appears.
3 Select the I will not use a store logo option.
4 Click the Save button. The image will no longer appear in your store.
Store Design Images
These are images that are used for your general store design, such as theme images or icons,
such as for Wish List or e-Gift Cards. There are several methods for uploading these images.
To upload an image from your machine using ProStores Store Design:
You must be using Internet Explorer version 5.5 or higher to use this feature. You cannot use
this method for Page Builder templates.
1 Browse to Store Design > Page Template Manager. The Page Template Manager
page appears.
2 Click the title link of the page template that will hold the image. The page template
opens in the Page Template Editor.
3 Click the Advanced Editor tab.
4 Using Windows Explorer, find the image you wish to add, and then “drag” it onto the
page template where the image should go. The Upload and Insert Image dialog box
appears.
In newer versions of Internet Explorer, you may need to click once inside the
Advanced Editor to activate the control.
5 Set the options for the image, such as adding alt text, and click the Insert button. The
image appears in the template.
6 Click the Save and Publish to publish the change, or click the Save button to save
the change without publishing it to your store.
To upload a store design image or an image archive using the Upload Images tool:
2 Under Store Design Images, enter the file and path name, or click the Browse button
to browse to its location on your local drive.
If you are using multiple store versions, select the appropriate version from the Store
Version Name pull-down menu.
3 Select the type of file to upload from the File Type pull-down menu.
4 Click the Upload button. If you upload an archived ZIP file, the images will be
expanded in the directory to which you have imported them, and the archive file will
be deleted.
You can also upload an image from another Web site using the ProStores Store Design Copy
Center tool (if you are using Internet Explorer version 5.5 or higher).

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To copy an image from another Web site:
5 Navigate to Store Design > Page Template Manager.
6 Open the page template that want to copy content into using one of the two methods
for opening a page in the Page Template Editor.
♦ Click the title of the page template.
♦ Select the check box next to the page template, and then select Edit Page
Template from the More Actions... pull-down menu.
7 Click the Advanced Editor tab.
8 Click the Copy Center button ( ) on the tool bar. The Copy Center opens in a new
window.
9 In the Copy Center window, enter the full HTTP address of the Web page from
which you wish to copy content, and click the Go button. The Web page appears in
the Copy Center window.
10 Use your mouse to select the content you wish to copy in the Copy Center, and then
drag the content to the appropriate location in the Advanced Editor.
To make content selection easier, right-click inside the Copy Center window and
clear the Browser mode option.
11 In the Migrate Embedded Image dialog box, select one of the two URL options:
♦ Leave the Source URL ... inserts the image, but continues to point to the
original source file (instead of uploading the image to your store).
♦ Copy the image ... uploads the image to your store’s directory on the server,
and then points to that uploaded image.
12 (Optional) Select the check box to apply the selection to the remaining images that
you copy from this Web page.
13 When done, close the Copy Center window.
The Advanced and Basic editors functionality is not available for the home, product list, and
product detail layouts.
Uploading Files
You can upload both single files (such as HTML pages, multimedia files, JavaScript files,
style sheets, etc.), and archived zip files. Images should be uploaded using the Store Images
(page 19) feature.
The maximum file size for uploading a single file or file archive is 10 MB.

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To upload a file or file archive:
1 Browse to Support > Upload Files. The Upload Files page appears.
2 Select the file type you are uploading from the list.
3 Enter the file and path name, or click the Browse button to browse to its location on
your local drive.
4 From the File Type pull-down menu, select the type of file to upload.
5 Click the Upload button. The file(s) will be uploaded to the root directory in the
Store Content Area. If you uploaded an archived zip file, the files will be expanded in
the root directory, and the archive file will be deleted.
Once you have added the file, you can access it using the $store.files[‘FILENAME.xxx’]
syntax.

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Chapter 3: Working with
ProStores Store Design
ProStores provides several options for working with ProStores Store Design. You can choose
to customize your storefront appearance using any one of the following methods:
Use the Page Builder to design panel-based layouts for your store’s home, product
detail, and product list layouts.
Use the the Page Template Manager to manage your non-panel page layouts.
Import your non-panel templates into HTML template editors of your choice for
editing.
The Page Builder allows you to customize your home, product list, product detail layouts
without any knowledge of HTML/SSML. You can include custom code if you like, but this is
not necessary. However, Page Template Manager editing requires the knowledge of
HTML/CSS, including tables. In any case, before you start modifying your store appearance,
you should have a good idea of how you want your store to appear after your changes.
ProStores Store Design behaves differently depending on the type of browser you are using -
this guide will provide alternate instructions for the major browser differences. In addition,
many of its features require JavaScript.
This chapter discusses the store design features and capabilities available in the Page
Template Manager. The next chapter is a continuation of the discussion about ProStores
design capabilities using Page Builder.
Page Template Editor

The Page Template Editor lets you edit a page template in one of up to three editors, select a
different page template to edit, and preview your edits.
Depending on your level of techical skill and comfort, you can use one of up to three types of
editor for each page template. You can even make a change to a page template in one editor,
then switch to another editor to work on other parts of the template.
ProStores uses a complex set of rules to determine which editors can edit each template. This
means that you may see only one editor tab for some pages, and three editor tabs for other
pages. The best way to see which editors can edit a template is to simply open the template in
the Edit Page Template page. In any case, Page Builder-enabled templates and layouts (home
page, product list, product detail) will not have access to the Basic and Advanced editor
functionality, and this includes custom non-panel HTML templates.
If you do switch between editors after making a change to a page template, be sure to
save the changes when prompted. Otherwise, you will lose your changes when
switching between editors.
Custom text entered in the Page Text store design page appears in the Basic Editor
and in the Advanced Editor as a Custom Text block outlined in a blue dotted line. In

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both cases you can view or edit the text. If you edit the text in either editor, clicking
the Save button will also publish the custom text block. In the Page Builder this
content is displayed in a custom panel.
Use the Theme Builder tool to make changes to a Build Your Own category theme. If
you use Page Template Editor to modify themes from the Build Your Own category,
your changes may be overridden by the Build Your Own theme stylesheets, which
are not editable.
Page Template
The Page Template pull-down menu gives you quick access to all of your templates from
within the Edit Page Template page.
To edit a page template other than the one that is currently open, select the template from the
Page Template pull-down menu. The template you selected will open in the editor.
Preview
You can preview your page to see how your changes will look before you publish them.
To preview your edits, click the Preview link or button ( ). Your page template will open in
a new window.
Editors
ProStores provides three editors to help you modify your templates. Each editor addresses a
particular level of template editing complexity and user expertise when working with
templates and code.
Please verify that you are making the correct code changes when using the Advanced Editor
and Source Editor because incorrect code may make your store unusable. If you set a baseline
before editing a template in the Advanced Editor or Source Editor, you will be able to restore
your pre-edit store code should a problem arise.
♦ Basic Editor provides an easy way to edit text and modify templates and
settings without having to know store code such as HTML and SSML.
♦ Advanced Editor provides tools that let you edit your store templates in a
graphical environment. Because this editor is the most powerful, it has the highest
level of complexity.
♦ Source Editor lets you edit your page template source code directly as text.
Style Sheets
This section discusses how you can modify the style sheets work.
Starting with version 9.3, ProStores removed inline style sheets from the Header templates
for the Build Your Own themes. If you wish to use Theme Builder to customize your theme,
you must select a Build Your Own theme for your store version. If you edit the Header or

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Footer template of a Build Your Own theme, and then publish the changes, you can no longer
use Theme Builder to customize the theme.
Header Template and Style Sheets

Your Header template controls how your store theme looks (fonts, colors, etc) through style
sheets. ProStores adds style sheets to your store theme in one of two ways: In Build Your
Own themes, the Header template includes links to style sheets. These style sheets cannot be
edited. In all other themes, the Header template contains an internal style sheet, contained
within the <STYLE> tags. The following examples illustrate style sheets in the Header
templates.
Build Your Own Style Sheets

The Build Your Own theme Header template contains the following ss tags:
 <ss:style
source="$storeVersion.baseStyleSheet"/> 
<ss:style
source="$storeVersion.colorStyleSheet"/>
These resolve to the following links in your storefront:

 <link
rel="stylesheet" type="text/css"
title="style"
href="/samplestore/0-0-30d-19-legacycss/Asset"/>
 <link rel="stylesheet"
type="text/css"
title="style"
href="/samplestore/0-2-30d-1208c109c00-
shared%7Cstyle%7Cbase%7Cwireframe.css/Asset"/>
 <link rel="stylesheet"
type="text/css"
title="style"
href="/samplestore/0-2-30d-1201b0c82d0-
shared%7Cstyle%7Ccolors%7Cruby.css/Asset"/>
Values, especially for the href attribute, are for illustration only. Your store values may vary.
Other Theme Style Sheets

Other themes incorporate their styles in an internal style sheet in the Header template. The
internal style sheet appears between the <style type="text/css"> and <style> tags, as shown
in the following abbreviated example:
<style type="text/css">  <ss:choose> <ss:when
test="$counter.currentRow == 1"> <ss:set name="auction1"
value="$auction"/>
<ss:set name="eBaystyle1" value="$border"/></ss:when> <ss:when
value="$auction"/>
value="$auction"/>
value="$auction"/>
value="$auction"/>
<ss:set name="eBaystyle5" value="$border"/></ss:when> </ss:choose> <ss:if
test="$counter.currentRow == 6"> <ss:break/> </ss:if> </ss:foreach> <br/>
<table border="0" cellpadding="2" cellspacing="2" width="100%"> <tr> <td
colspan="5" style="border:1px solid #cccccc;padding:5px;"> <ss:font
source="$font.paragraph"><b>Items selling at <ss:image
source="$storeVersion.images['ebay_sm.gif']" border="0"
alt="eBay"/></b></ss:font>
</td> </tr> <tr valign="top"> <td width="20%" valign="bottom"
style="$eBaystyle1"> <ss:if test="$auction1"> <ss:set name="auctionItem"
value="$auction1"/> <ss:link source="$auctionItem"
target="_blank"><ss:image
source="$auctionItem.product.thumbnailImage" alt="$auctionItem.title"
border="0"
alt="View item at eBay" vspace="5"/></ss:link><br> <ss:font
source="$font.paragraph"> <ss:if
test="$auctionItem.isStoreInventoryFormat()">
<ss:link source="$auctionItem" target="_blank"> <ss:param name="refid"

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value="store"/> <b><ss:value source="$auctionItem.title"/></b> </ss:link>
<ss:else/> <ss:link source="$auctionItem" target="_blank"> <b><ss:value
source="$auctionItem.title"/></b> </ss:link> </ss:if> <br><b>Listing
Expires:</b><br> <ss:value source="$auctionItem.endTime" format="MM/dd/yy
hh:mm
a"/> </ss:font> <ss:else/> </ss:if> </td> <td width="20%"
valign="bottom" style="$eBaystyle2"> <ss:if test="$auction2"> <ss:set
name="auctionItem" value="$auction2"/> <ss:link source="$auctionItem"
target="_blank"><ss:image source="$auctionItem.product.thumbnailImage"
alt="$auctionItem.title" border="0" alt="View item at eBay"
vspace="5"/></ss:link><br> <ss:font source="$font.paragraph"> <ss:if
test="$auctionItem.isStoreInventoryFormat()"> <ss:link
source="$auctionItem"
target="_blank"> <ss:param name="refid" value="store"/> <b><ss:value
source="$auctionItem.title"/></b> </ss:link> <ss:else/> <ss:link
source="$auctionItem" target="_blank"> <b><ss:value
hh:mm
hh:mm
a"/></ss:font> <ss:else/> </ss:if> </td> <td width="20%"
hh:mm
hh:mm
a"/> </ss:font> <ss:else/> </ss:if> </td> </tr> </table>
</ss:if> </ss:if>


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<ss:if test="$product.hasLiveAuctions()"> <ss:font
source="$font.paragraph">
<p><ss:image source="$storeVersion.images['ebay_cert.gif']" border="0"
alt="eBay"/></p> This item selling at eBay:<br> <ss:foreach
item="auctionItem"
within="$product.liveAuctions"> <br> <ss:if
target="_blank"> <ss:param name="refid" value="store"/> <ss:value
source="$auctionItem.title"/></ss:link> <ss:else/> <ss:link
source="$auctionItem" target="_blank"> <ss:value
source="$auctionItem.title"/></ss:link> </ss:if> <br> <b>Listing
hh:mm
a"/> <br> </ss:foreach> </ss:font> <ss:image
source="$storeVersion.images['pixel.gif']" border="0" width="150"
height="1"/>
</ss:if> </ss:if>
eBay: Inbound Listings

About Inbound Listings
The Inbound Listings feature provides a holding area that you can use to retrieve, view,
modify, and manage listings from eBay. The Inbound Listings section further consists of two
different queues, the All Listings queue and the Matched Listings queue. ProStores matches
your listings with your ProStores products and provides a separate list of matches on the
Inbound Listings – Matched page. If you have Multi-Channel Inventory and Product Sync
turned on, you can use this list of matches to link your listings to your existing ProStores
products and then sync inventory.
For more information about matched listings, see eBay: Matched Listings (page 187).
You can also retrieve listings from the eBay > Tools section. The retrieved listings will be
redirected to the Inbound Listings – All and/or Matched pages.
Grant Permission to Access eBay

You must grant permission for ProStores to access your eBay account and bring in your
listings. If you have a store on eBay, ProStores can also bring in product listings from the
store.
To grant permission for ProStores to access your eBay account or store, see eBay Access and
Listing Set Up (page 173)
How the Inbound Listings Queue Is Populated

The Inbound Listings - All queue can be populated in two ways:
Manually: Use the Retrieve eBay Listings on Demand action from the Go list to
manually retrieve all your listings (active, inactive, or both). You can also use the
eBay > Tools section to retrieve all your eBay listings at once. See eBay Tools
Automatically: ProStores automatically populates the inbound listings pages with
any new listings that you post on eBay if you have Multi-Channel Inventory and
Product Sync turned on. ProStores subscribes to notifications sent by eBay for your
account and uses this information to automatically populate the Inbound Listings
queue. You can then choose to have these listings held in the Inbound Listings

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queues, create new products from them, or link and sync these listings with your
ProStores products. You can choose to have these tasks performed on the fly as the
listings come in or hold the listings in the Inbound Listings section and then perform
these actions manually. To configure how ProStores handles listings received from
notifications, see Field Help: eBay Setup (page 174).
To manually retrieve all your eBay listings from the Inbound Listings - All page:
1 Browse to Product > eBay > Inbound Listings and then click All Listings. The
Inbound Listings – All page is displayed.
2 Select the Retrieve eBay Listings on Demand option from the list of bulk actions
and click Go.
3 Select the type of listings you want to retrieve: active, inactive, or both. You can
retrieve listings that have ended up to 30 days in the past.
4 Click Retrieve. ProStores retrieves your eBay listings and displays them in the
Inbound Listings - All page. Listings that match ProStores products are also available
from the Inbound Listings - Matched page.
You can also use eBay Tools to manually retrieve your listings; see eBay Tools (page 197).
Create Products From Listings

ProStores allows you to create products from one or more listings at once. You can choose to:
Manually create products from one or more listings from the Inbound Listings - All
page.
Manually create products from all the retrieved listings at once from the Inbound
Listings - All page.
Automatically create new products from new listings that ProStores receives based
on notifications for your eBay account. ProStores subscribes to notifications for your
eBay account and populates the Inbound Listings area based on the notifications
received for any new listings.
To manually create products from one or more listings held in the inbound listings
page:
1 Browse to Product > eBay > Inbound Listings, and then click All Listings. The
2 Select the listings you want to create new products from.
3 Make any required changes to the Name, Category, SKU, and Price information for
the listings you want to save as products.
If you have product sync turned on, a sync lock is placed on all the fields that you
modify for an eBay listing on ProStores. Any further changes on eBay for a sync-
locked field, with the exception of Quantity, will not reflect on ProStores. See About
Product Sync for more information.
4 Click Create Products.

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New products will be created from the selected listings and then added to your
ProStores inventory; the corresponding listings will be deleted from the Inbound
Listings queue.
To manually create products from all the listings held in the inbound listings page:
1 Browse to Product > eBay > Inbound Listings, and then click All Listings. The
2 Select the Create Products from All N Listings option from the bulk actions list
(where N is the total number of listings). Click Go.
New products will be created from all the listings in your inbound listings queue and
then added to your ProStores inventory; the listings will also be deleted from the
Inbound Listings queue.
Changes made to any listing before using this option will not be saved into the new
products. You will need to update the newly created products to modify any details.
To automatically create new products from newly posted listings on eBay:

1 Browse to Product > eBay > Setup.
2 In the eBay Sync Preferences section, select Create a ProStores product for
Unique Listings to create new products from all unmatched listings immediately
after they are listed on eBay and received by ProStores.
3 Select Create a ProStores product for Matched Listings to create new products
from all matched listings after they are listed on eBay and received by ProStores.
Going forward, any new listings that you post on eBay will automatically be received
by ProStores and saved as new products.
You can also choose to link and sync listings with matching products in your
ProStores inventory. See eBay: Matched Listings (page 187) for more information.
The new products created from eBay listings will be available in your product catalog. If you
have multi-channel inventory and product sync turned on, the listing and product will be
synced by ProStores automatically.
Modify Listing Values

You can change the following details for a listing on the Inbound Listings - All page:
Name
Category
SKU
Price
All changes to listings, except for category changes, can be made directly in the text field
showing these values.
Changes made to listings on the Inbound Listings - All page can only be saved by creating
new products from the listings. Any changed values on the Inbound Listings - All page will
be overwritten by the eBay listing values when you retrieve or sort listings. In addition, any

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changes you make to listings before you create products from all listings will not be saved
into the products.
Categories
ProStores also retrieves categories assigned to your listings on eBay. If your listing has both a
generic eBay category and an eBay store category assigned to it, then ProStores retrieves the
eBay store category and displays it on the Inbound Listings - All page.
To change the category for a listing:

1 Select the listings you want to modify and then click Change Categories. The
Change Categories window is displayed.
2 From the Change Categories screen, select the categories you want to assign from the
Available Categories section and move them over to the Assigned Categories
section by using the right arrow.
3 Click Save. The categories will be temporarily assigned to the selected listings.
4 You must create new products from the changed listings to save the category changes
on ProStores. With the changed listings selected, click Create products to save
changes.
ProStores saves the products in your store inventory and you can view and manage the new
products from the Product List page. For more information on saving new products from
listings and updating their values, see About Product Sync .
Sort Listings
Click the column title links to sort your inbound listings. On the Inbound Listings – All page
you can sort listings by:
Name
Category
Matched
SKU
Price
Quantity
End Date
Item No
Sorting the listings overwrites any changes you may have made to the listing values. To avoid
losing your changes, create new products from the modified listings before you sort.
Remove Listings
You can remove listings from the inbound listings queue; this action doesn’t delete the listing
from eBay and only removes it from the Inbound Listings - All page. The removed listings
will be retrieved every time you retrieve your listings from eBay.
To remove specific listings from the inbound listings queue: Select the listings you want to
remove and then click Remove Listingss.

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To remove all the inbound listings: Select Remove All Listings from the bulk action list
and click Go.
Search Inbound Listings

You can search for listings directly on the listing page using the listing name or item number.
Enter the name or the item number, and then click Search.
You can also use additional filters for your search results by using the Advanced Search
functionality. To perform an advanced search for listings:
1 From the Inbound Listings – All page, click the Advanced search link.
2 Enter one or more of the following search parameters and then click Search:
Name: Enter the name of the listing
From end date: Enter a date to search for listings with a specific end date, or
to specify the start of a date range.
To end date: Enter a date to specify the end of a date range.
Category: Enter the name of a category to search under.
Managing eBay Outbound Listings

The eBay Outbound Listings Manager page provides information about listings sent to eBay
from your ProStores storefront. It also contains links to specific lists plus search options for
quickly finding a listing by title or item number.
The eBay Outbound Listings Manager only displays information for eBay listings submitted
from ProStores. Information about listings submitted from other listing tools only appears
after the listing has closed or completed.
To review your eBay listings:

1 Browse to Product > eBay > Outbound Listings. The eBay Outbound Listings
Manager page appears, showing the number of listings categorized by listing status.
2 Select the list you wish to view:
♦ All Listings: All eBay listings.
♦ Pending Listings: Products for which any portion of the Listing Wizard was
completed, but which have not been submitted to eBay.
♦ Live Listings: Products successfully submitted to eBay. For fixed price
listings, you may have completed sales while the listing is still live.
♦ Closed Listings: Products submitted to eBay where the listing has closed.
These could include listings that have a buyer, but the buyer has not
completed the checkout process yet. The only reason a listing would remain
in this state is if all buyers for the listing have not yet paid or canceled their
orders.
♦ Completed Listings: Listings that have either been paid or canceled.

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♦ Listings ended/revised for multi-channel inventory: Listings that have
been ended/modified to fulfill a multi-channel inventory order on either eBay
or ProStores.
Each type of listings page supports the following actions.
Sort the list by Title or End Date: Click the column heading.
Select all items in the list: Click the check box at the top of the list.
Filter the list: Enter the title or item number in the text box at the top of the list, and
then click the Go button . The list now only includes items that had the search term
in the title or item number.
To find products that contain the word you enter (instead of starting with the word
you enter), type an asterisk before that word. For example, entering “chair” will only
return those products whose full name starts with “chair.” However, entering
“*chair” will return all products containing that word in their name, including “chair”
and “rocking chair.”
Restore the full list: With the text box empty, click the Go button .
Review a listing item: Click its title link. The eBay listing page opens in a new
window.
Review the outcome of a listing: Click its Status link. The Listing Outcomes page
will appear, with the eBay user ID, e-mail address, quantity purchased, and checkout
status of the buyer.
The Status link is active only for closed or completed listings.

Delete a pending or completed listing: Select its check box, and then click the
Delete button.
You will need to delete pending listings before you can delete the associated product.
To relist a completed listing:

1 Browse to Product > eBay > Outbound Listings. The eBay Outbound Listings
Manager page is displayed.
2 Click the Completed Listings link. The eBay Completed Listings page appears.
3 Select the check box for each auction item you wish to relist, and then click the
Relist button. The List Item on eBay wizard appears.
4 Complete the wizard, and submit your listing. See Selling Products Using the Wizard
or Quick List (page 198) for more information.
Relisting an item helps to maintain your Recent Sales score on eBay and improves your
product’s visibility in Best Match, eBay’s default sort order. When you relist or revise a
listing, do not change the title, item condition, or category, or increase the price. Any of these
actions will “reset” the item’s Recent Sales score on eBay.

©ProStores Inc.
eBay: Matched Listings
If you have Multi-Channel Inventory and Product Sync enabled, ProStores compares your
retrieved eBay listings to your ProStores product inventory and compiles a list of matches
that you can use to sync your listings and products. This list is available from the Inbound
Listings – Matched page. ProStores can perform matches based on either the listing title or
SKU. ProStores can also perform matching for listings with variations; these are matched
against products with configured attributes.
You can specify the matching criteria and what ProStores should do after a match is found in
the eBay Sync Preferences section. To configure your matching criteria, browse to Product >
eBay > Setup. See eBay Listings: Matching Rules (page 188) for more information.
More information: Field Help: eBay Setup (page 174)
View Matched Listings

To access a list of all your matched eBay listings, browse to Product > eBay > Inbound
Listings and then click Matched Listings from the Inbound Listings Manager. You can also
access your matched listings from the Inbound Listings – All page by clicking the Matched
Listings link.
Link and Sync eBay Listings with ProStores Products

You can link your listings to matching ProStores products and synchronize the inventory and
product details on ProStores.
To link your matched listings with your ProStores products and sync inventory:
1 Browse to Product > eBay > Inbound Listings, and then click Matched Listings.
2 Select the matching listing and product pair, and then click Link and Sync.
Your ProStores product will be linked with the eBay listing and updated with listing values
from eBay. You cannot make any changes to eBay listings from the Matched Listings page.
You can only modify the product details after you have linked your listing to the matching
product.
After you link a product and listing, ProStores subscribes to notifications from eBay for both
listing sales and revisions, and then automatically revises your store inventory so you have
the most current product quantities available. For information about how ProStores handles
revisions for linked listings and products, see About Product Sync .
Sort Listings
Click the column title links to sort your inbound listings. On the Inbound Listings – Matched
page, you can sort listings by:
Listing Title
SKU
Price
Quantity
End Date
Item No.

©ProStores Inc.
Automatically Handle Listings
Listings that you retrieve manually, both from eBay Tools or the Inbound Listings - All page,
must be handled manually. For inbound listings that are received from eBay through
notifications, you can specify default handling behavior that can automatically perform any
one of the following actions on the inbound listings:
Link and sync the listing with the matching product
We strongly recommend that you review the eBay Listings: Matching Rules
(page 188) before you turn on this option, especially if your listings use variations.
Create a new ProStores product
If you choose this option and a ProStores product has a matching Name, SKU, and
OEM combination, it will replace the new product’s SKU with the ListingID, to keep
it unique.
Hold the listing in the Inbound Listings
Unmatched (unique) listings are handled depending on the preferences specified for Unique
Listings in the eBay Sync Preferences section in your eBay Setup. Unmatched listings can
either be queued on the Inbound Listings - All page, or new ProStores products can be
created from them as soon as they are received.
You can specify how unmatched and matched listings should be handled in the eBay Sync
Preferences section in your eBay Setup.
More information on eBay Sync Preferences: Field Help: eBay Setup (page 174)
Matching Listings With Variations

Instead of creating a separate listing for a product that has a choice of options, you can create
a single multi-quantity fixed price listing that includes all the variations of your product. For
example, a T-shirt might come in various colors and sizes. Buyers can select which variation
they want to purchase from the single listing.
If you use multi-variation listings on eBay, ProStores will match the item with a ProStores
product that has configured attributes. However, the process to determine an exact match for
a listing with variations is slightly complex. if your listings have variations and you would
like to turn on product sync, we strongly recommend that you review the matching rules and
criteria before you specify the default matched listing handling behavior. See eBay Listings:
Matching Rules (page 188) for more information.
eBay Listings: Matching Rules

ProStores uses a stringent set of matching rules to compare listings and products and then
compiles a list of matches. You can use the Matched Listings queue to link your listings to
your existing product inventory on ProStores. ProStores also keeps track of and maintains
inventory for the configured attributes of a product if it is linked to a listing with variations.
The terms listing and variation are used strictly in reference to eBay item listings, and the
terms configured attribute, attribute, or product are used in reference to ProStores
products.

©ProStores Inc.
Matching rules for a new inbound listing vary depending on whether or not the listing has
variations. If the listing has variations, the matching process is slightly more involved and
complicated.
Listings Without Variations
ProStores performs matches on one of two criteria for listings without variations:
Listing title: The eBay listing title is matched with the ProStores product name.
SKU: The eBay listing Custom label value is matched with the ProStores product
SKU.
We strongly recommend that you use unique SKUs for your products and listings to
derive maximum value from SKU-based matching.
Once a match is determined, ProStores queues the listing along with information about the
matching product on the Inbound Listings - Matched page, links the listing and the product,
or creates a new product, depending on your eBay setup configuration.
It is important to have unique product names or SKUs depending on what your matching
criteria is set to. This is especially true if you have the automatic Link and Sync option
enabled.
ProStores will link to a matched product even if it is inactive.
Listings With Variations

The ProStores equivalent of an eBay listing with variations is a product with configured
attributes. When you turn on product sync and multi-channel inventory for eBay listings that
have variations, after your listings and products match on title or SKU, the listing variation
details are compared to the configured attribute labels and values on ProStores to determine
whether or not the product is an exact match for the listing. ProStores uses the rules described
in the following section to match listings with variations. After a match is determined, the
listing is queued along with the matching product details in the Matched Listings queue.
Matching New Listings with ProStores Product
As both attributes and variations can use a wide and arbitrary variety of labels and values for
each variation and attribute, the matching logic uses some ground rules to ensure that the
matches are exact and of high integrity. To determine a product-to-listing match, the
matching logic examines and compares the following parameters in sequence:
Product name and listing title
OR
Product SKU and listing Custom label (SKU)
Depending on your settings, the matching logic ensures right at the outset that the
product and listing match either on title or SKU.
Listing variations and product configured attributes
Both the listing and product must have an equal count of attributes and variations, or
none at all, for the matching logic to proceed to the next sequential check.
Variation Custom label (SKU) and configured attribute SKUs
A variation with a SKU will only match a configured attribute with a SKU. If any of
the variations and configured attributes use SKUs, and for every listing variation
SKU there exists a matching configured attribute SKU, then the product and listing

©ProStores Inc.
are determined to be a match. This is true even if the corresponding attribute label-
value pairs do not match the variation label-value pairs.
For example, consider the following SKU / Label:Value combinations. Configured
Attribute 1 (SKU: 123 / Size:Small) will match Variation 1(Custom label: 123 /
Size:Large), and update the quantity for the small size with the quantity for the large
size that you have listed on eBay, because they match on SKU.
Variation matching is independent of whether you decide to match products on SKU

or title. In other words, if in your eBay Sync Preferences, you specify that you want
to match listings and products on product title, then only the base product and the
base listing titles will be compared at the initial stage of matching process (Step 1).
The variations and configured attributes will always be examined first for a SKU
match, and then for a label-value pair match.
Variation and configured attribute labels and values
If the variations or configured attributes do not have SKUs, then the matching logic
compares each variation label and its defined value to the label and value defined for
each configured attribute. It cycles through every variation and configured attribute,
and only if it finds a matching label-value pair for each variation/configured attribute,
the product and listing are designated a match.
SKU match or label-value set match
If all the variations of a listing match a corresponding configured attribute of a
product on at least one parameter: the SKU or the label-value set, then the matching
logic designates the pair as a match.
The following table captures multiple scenarios with all possible outcomes for each matching
criteria check.
Crite Mat Sce Sce Sce Sce Sce Sce Sce Sce Sce Sce Sce Sce
ria chin nari nari nari nari nari nari nari nari nari nari nari nari
No. g o1 o2 o3 o4 o5 o6 o7 o8 o9 o o o
(In Crit 10 11 12
Sequ eria
ence
)
1 Produ No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
ct
Name
(or
SKU)
Match
2 Listin N/A No Yes No Yes Yes Yes Yes Yes Yes Yes Yes
g has
Variat
ions
3 Produ N/A No No Yes Yes Yes Yes Yes Yes Yes Yes Yes
ct has
Confi
gured
Attrib

©ProStores Inc.
(In Crit 10 11 12
Sequ eria
ence
)
utes
4 Variat N/A N/A N/A N/A No No Yes No Yes Yes Yes Yes
ion
uses
SKU
5 Confi N/A N/A N/A N/A No No No Yes Yes* Yes* Yes* Yes*
gured
Attrib
ute
uses
SKU
6 All N/A N/A N/A N/A N/A N/A N/A N/A No Yes No No
Variat
ions
SKUs
have
match
ing
Confi
gured
Attrib
ute
SKUs
7 All N/A N/A N/A N/A No Yes N/A N/A No N/A Yes No
Variat
ions
and
Confi
gured
Attrib
utes
Match
on
Label
-
Value
Sets
8 Each N/A N/A N/A N/A N/A N/A N/A N/A No N/A N/A Yes
Variat
ion
match

©ProStores Inc.
(In Crit 10 11 12
Sequ eria
ence
)
es a
Confi
gured
Attrib
ute
either
on a
Label
-
Value
Set or
SKU
9 Match No Yes No No No Yes No No No Yes No Yes
?
*Assumes equal count of variation and configured attribute SKUs
Examples
The following examples illustrate different scenarios where a listing with variations is
compared to a product with configured attributes. Each example indicates whether or not the
product and listing match each other, and the reason for the match/no match.
Example 1: Match on Variation and Configured Attribute SKUs

Product Attributes Listing Variations
A1S1 / Size / Small A1S1 / Size / Small
A1S2 / Size / Medium A1S2 / Size / Medium
A1S3 / Size / Large A1S3 / Size / X-Large
Example 2: Match on Label-Value Pairs between Variations and Configured Attributes

N/A / Size / Small N/A / Size / Small
N/A / Size / Medium N/A / Size / Medium
N/A / Size / Large N/A / Size / Large
Example 3: No match - Product does not have an equal number of configured attributes
as variations in the listing

©ProStores Inc.
None configured A1S3 / Size / X-Large
Example 4: No match - SKUs do not match (even if the label-value pairs each have
corresponding matches)
A1S3 / Size / Large A1S3 / Size / Large
Matching Revised Listings with ProStores Products
ProStores keeps track of all your eBay listings with variations that are linked to a ProStores
product with configured attributes. The matching and update process is initiated by the
ItemRevised notification received from eBay that contains details about the updated listing or
variation.
ProStores uses the following stringent matching criteria and matching rules, in sequence, to
update a product or configured attribute when a listing or variation is modified:
Is the revised listing linked to a ProStores product?
ProStores uses the notification information (specifically the Listing ID) to determine
whether it is linked to a ProStores product. If it finds a linked product, we can assume
that the base product and listing already match on title or SKU.
Check for variations and configured attributes
If the listing and product both do not have matching variations and configured
attributes, respectively, then the base product quantity is updated with the revised
listing quantity received in the eBay notification.
If the listing and product have matching variations and configured attributes, and the
updated quantity is for a listing variation, then the matching logic drills down to find
a matching configured attribute.
Variation and Configured Attribute SKUs

A listing variation with a SKU will only match a configured attribute with a matching
SKU. If the revised listing variation has a SKU or Custom label, then the matching
logic cycles through all the configured attribute SKUs till it finds a match. After a
match is found, the configured attribute quantity is updated with the revised variation
quantity.
We strongly recommend that you use unique SKUs for your products and configured
attributes on ProStores. If your configured attributes have duplicate SKU values, then
ProStores will update the first configured attribute that it matches on. This could lead
to an erroneous update of the configured attribute quantity.
Variation and Configured Attribute Label- Value Pairs

If the revised variation does not have a SKU, then the matching logic cycles through

©ProStores Inc.
all configured attribute label-value pairs until it finds a matching pair. After a match
is found, the corresponding configured attribute quantity is updated.
Ignored Notifications
Any ItemRevised eBay notifications for your listings not linked to a product are
ignored.
If you add a variation to your eBay listing that is linked to a product, ProStores will
not create the corresponding configured attribute inventory on ProStores for the
linked product.
Any revisions to the listing SKU, Price, Labels, Values will be ignored.
When Multiple eBay Listings Match the Same ProStores Product
When more than one eBay listing matches a product on ProStores per the specified matching
criteria, then each of the listing notifications updates the ProStores product inventory and
other details in the order in sequence. If fields other than the matched field differ from each
other, the ProStores product fields will reflect the last received field information.
For example, if the matching logic is configured to match on SKU, and 4 listings match a
product on ProStores with the same SKU, then the product quantity will be incremented by 4.
Now if the names of these 4 listings differ from each other, even slightly, then the ProStores
product name will be the same as that of the last inbound listing.
This is also true when the matching logic is configured to match on SKU instead of title. If
four listings are received by ProStores with the same SKU, the product name would reflect
that of the last listing received from eBay.
The following scenario illustrate how the product details will be updated:
Example Scenarios
Scenario 1: Configured to match on SKU/Custom Label

ProStores eBay Matched eBay Matched ProStores
Product - Listing Listing Product
Initial Notification #1 Notification #2 Updated To
Name = Digital Title = MP3 Player Title = MP3 Player 8 GB Name = MP3 Player
MP3 Player Custom Label = sk123 Custom Label = sk123 8 GB
SKU = sk123 Price=$120 Price=$85 SKU = sk123
Price=$100 Price=$85
Matching outcome 1: The matching logic updates the Title and Price of the ProStores
product to the values brought in by eBay Matched Listing Notification #2.
Scenario 2: Configured to match on Name/Title

ProStores eBay Matched eBay Matched ProStores
Product - Listing Listing Product
Initial Notification #1 Notification #2 Updated To
Name = Digital Title = Digital MP3 Title = Digital MP3 Name = Digital MP3
MP3 Player Player Player Player
SKU = sk1231 Custom Label = sk1232 Custom Label = sk1233 SKU = sk1233
Price=$180 Price=$200 Price=$150 Price=$150

©ProStores Inc.
Matching outcome 2: The matching logic updates the SKU and Price of the ProStores
product to the values brought in by eBay Matched Listing Notification #2.
When Multiple ProStores Products Match an Inbound eBay Listing
If multiple products match an inbound listing that per the specified matching criteria,
ProStores will attempt to find a closer match on the other matching criteria. For example,
consider a scenario where ProStores is configured to match on title and it finds multiple
products that match a listing. The matching logic links the product and listing as follows:
If the listing has a SKU, then the matching product SKUs are also examined. If a
product has both a matching title and SKU, it is determined to be a closer match to
the listing. ProStores would link to this product in preference over the other matches.
If the listing does not have a SKU, then the matching logic links to the last-created
(newest) product that matches on title (matching criteria).
The following scenarios illustrate how your product inventory will be updated.
Example Scenarios
Scenario 1: Configured to match on SKU/Custom Label

ProStores Product ProStores Product eBay Listing
Number 1 (Active) Number 2 (Active)
Name = Digital MP3 Player Name = Digital MP3 Player Title = Digital MP3
SKU = abc123 SKU = [NOT SPECIFIED] Player
Custom Label = [NOT
SPECIFIED]
Matching outcome 1: The matching logic is configured to match on SKU and the listing
does NOT contain a Custom Label to match with. It will treat the listing as a unique or
unmatched listing and it will not match with any existing ProStores products. If you plan on
matching on SKU/Custom Label, it is important to include a Custom Label for your eBay
listing as well as maintain unique SKUs on your products.
Scenario 2: Configured to match on Name/Title

ProStores Product ProStores Product eBay Listing
Number 1 (Active) Number 2 (Inactive)
Name = Digital MP3 Player Name = Digital MP3 Player Title = Digital MP3
SKU = [NOT SPECIFIED] SKU = [NOT SPECIFIED] Player
Custom Label = [NOT
SPECIFIED]
Matching outcome 2: Even though Product Number 1 is Active, it will match and link to
Product 2, which is inactive, since it was the latest product created.
eBay Listing Templates

Your eBay Listing Templates provide default values for all of your eBay listings. You may
enter values for all fields, or no fields except for the required template name. ProStores will
use the values from your selected template to fill in the fields when listing an item on eBay.
You may create up to 2 5 Listing Templates.

©ProStores Inc.
When you list an item through the List Item on eBay Wizard, the item values will be set
automatically based upon the selected template. The wizard then allows you to enter
additional item specific values. You can select another template to choose a new set of
default values, and you can modify any of the defaulted values.
When you list multiple items using Quick List, the items will be listed with values from the
Default Quick-List Template. You may select a different Listing Template to use for the
default values for each item individually. The Item Quick List then allows you to individually
enter a Category, Format, Price and Quantity for each item.
All template fields are optional, except for the template name, which is required. This gives
you the flexibility to define default values for as many fields as suits your particular needs.
To create a Listing Template:

1 In Store Administration, navigate to Product > eBay > Templates to open the
Listing Templates page.
2 Click the Create New Template button.
3 In the Choose a Category tab of the Create Template page, enter the template
name, select the eBay site for the listing, enter the category information, and then
click the next button.
4 In the Item Details tab of the Create Template page, enter values for the item
details.
5 Click the Save Template button to save your settings. The template now appears in
the Listing Templates page.
To edit a Listing Template:
1 In Store Administration, navigate to Product > eBay > Templates to open the
Listing Templates page.
2 Click on the template name for the template you wish to edit.
3 In the Choose a Category section of the Create Template page, change any
appropriate field values, and then click the next button.
4 In the Item Details section of the Create Template page, change any appropriate
field values.
5 Click the Save Template button to save your changes..
eBay Custom Listing Themes

You can brand your outbound listings from ProStores by creating a custom listing theme that
reflects your store’s look and feel. This feature allows you to create custom header and footer
styles and save this information as a theme. You can apply your custom themes from the
Listing Designer list in the eBay listing template.
Unlike Listing Designer themes provided by eBay, using custom themes created in ProStores
does not incur a listing fee.

©ProStores Inc.
Add a Listing Theme
To create a custom theme for your eBay listings:
1 Browse to Product > eBay > Outbound Listings > Themes.
2 Click Add Theme to create a new custom listing theme.
3 On the Add Theme page, enter a name for the theme and HTML and style content for
the header and footer of your listing theme.
4 To view and apply the custom themes to your eBay listing descriptions, use the
Listing Designer list in the eBay listing template within ProStores.
The option to use custom themes to list your product on eBay is a feature that is
available to you only from ProStores. You will not be able to access your custom
themes when you create a listing directly from eBay.
5 Click Save to save the theme.

Edit or Delete a Listing Theme
To edit a listing theme:
2 Click the theme name link. The Edit Theme page is displayed.
3 Make changes to the content for the header and footer of the listing theme and click
Save.
To delete a listing theme:
2 Select the theme that you want to delete and then click Delete.
eBay Tools
The eBay Tools has functionality that allows you to build a ProStores product catalog from
your existing eBay Store listings. If you have an eBay Store associated with your eBay user
account, you can also copy the categories, store logo, and theme settings from your eBay
Store into ProStores.
The Build Catalog Using eBay Listings feature on the eBay Tools page allows you to create
products from your eBay listings, and then select the products you would like to copy into
your ProStores catalog. eBay listings include ProStores, eBay Store, and individual listings
based on your eBay seller account.
Before you build your catalog from your eBay listings, you must grant ProStores permission
to access your eBay account or store from Product > eBay > Setup. See eBay Access and
Listing Set Up (page 173) for more information.
To build your catalog from eBay listings:

1 Browse to Product > eBay > Tools. The eBay Tools page appears.

©ProStores Inc.
2 Select the listings (Active and/or Ended) you would like to copy to ProStores.
♦ Active Listings selects all active listings from the selected eBay site.
♦ Ended Listings selects all listings from the selected eBay site that have
ended within the specified time period.
ProStores can retrieve listings that have ended up to 30 days in the past.
3 Click the Retrieve button. ProStores displays a list of items that meet your criteria.
The Inbound Listings - All page is displayed, which shows all your retrieved eBay
listings.
4 Select the items you want to create products from.
5 You can make changes to the Name, Category, SKU, or Price of the selected items
before you create products.
6 Click the Create Products button to copy the products into your store.
7 Browse to Product > List to display the list of products in your catalog.
8 Verify product description, quantity, and price before offering the product on your
storefront.
9 In order for your new products to show up on your storefront, be sure to assign a
category and enable Show in catalog for each product.
For more information about inbound eBay listings, see eBay: Inbound Listings .
The eBay Store section on the eBay Tools page lets you copy the categories, store logo, and
theme and display settings from your eBay Store into ProStores. The eBay Tools page only
displays this section if you have an eBay Store associated with your eBay user account.
To copy your eBay Store theme and display settings into ProStores, perform the following
steps:
1 Browse to Product < eBay > Tools. The eBay Tools page appears.
2 Select the Categories check box if you want to copy your eBay Store categories into
ProStores.
If you would like to review your eBay Store categories before copying them, click
the View link in the Categories section.
3 Select the Store Logo check box if you want to copy your eBay Store customized
logo into ProStores.
4 Select the Theme and Display check box if you want to copy your eBay Store theme
and display settings to ProStores.
5 Click Apply.
Selling Products Using the Wizard or Quick List

Before you can sell your product at eBay, you must register as a seller with eBay.

©ProStores Inc.
To post a product to eBay:
more information.
2 Click the button for the product you wish to sell on eBay. The List Item on
eBay wizard appears.
3 Enter the information in each field, clicking Next when you complete the information
on each page. You should refer to eBay’s documentation for detailed information on
each field.
4 Once you have entered all information, the Summary page appears.
♦ To submit the listing immediately, select the Submit listing to eBay now
option and click Submit. The product is submitted to eBay for listing.
♦ To specify the date/time at which this listing should be sumitted, select the
Schedule listing for submission to eBay option, and select the date and time
from the lists.
♦ If you do not perform any action (such as leaving this page without clicking
Submit), the listing is pending. You can change the status of this listing by
viewing the listing, selecting its link, and going to the last page. See
Managing eBay Outbound Listings (page 185) for more information.
When a product is submitted to listing on eBay, the quantity of that product in ProStores will
be decreased. If inventory is enabled for your store, and the listing ends as unsold, the
quantity will be added back to the product automatically. (Advanced Edition only)
ProStores makes it possible to send multiple product listings to eBay at one time with Quick
List. Quick List uses your eBay Listings Templates for much of the required information so
you only have to supply a few details such as eBay category and price.
The following steps must be completed before you can list items using Quick List:
When creating a product, you must at a minimum include the following information:
product name, description, sell price and quantity.
In the Listing Template that you will use for the items, identify the Item Location.
In either the Listing Template or in the Quick List page, select a category.
To list an item using Quick List:
1 Browse to Product > List. The Product List page appears.
2 Check each product desired and click the Quick List on eBay button. The eBay
Quick List page appears.
If you have not designated a listing template as the quick-list default template, a
system message appears and provides a link to the Create Template page.
3 Make desired modifications to the individual items and submit your listings. If you
want to use default values of a template other than the Quick List Default Template,
select the appropriate template in Listing Template.
4 Select the submit time in Submit Listings.

©ProStores Inc.
5 Click the Submit Listings button.
Display eBay Listings on the Storefront

You can automatically display links to products you are selling at eBay on your storefront.
To do this:
1 Browse to Product > eBay > Setup. The eBay Setup page is displayed.
2 To display links to your live eBay listings on your storefront home page and on your
product detail pages, select the Display links to my eBay listings that were listed
from ProStores check box. These are the listings that you listed to eBay from
ProStores.
3 Click Submit. Up to five of your most recent live eBay listings will show on your
store’s home page. The live eBay listing(s) associated with a particular product will
show on that product’s detail page. If the listings do not appear, add the code
displayed below.
Home Page Template

<ss:if test="$store.products.liveAuctions"> <table border="0"
cellpadding="2"
cellspacing="2" width="95%"> <tr> <td colspan="5" style="border:1px solid
#cccccc;padding:5px;margin-top:10px;"> <ss:set name="ColumnCount"
value="$math.set(0)"/> <ss:font source="$font.paragraph"><b>Items selling
at
<ss:image source="$storeVersion.images['ebay_sm.gif']" border="0"
alt="eBay"/></b></ss:font> </td> </tr> <tr valign="top"> <ss:foreach
item="auctionItem" within="$store.products.liveAuctions"> <ss:eval
source="$ColumnCount.set($ColumnCount.add(1))"/> <ss:if
test="$ColumnCount.get() <
6"> <td width="20%" valign="bottom" style="border:1px solid
#cccccc;padding:10px;">
<ss:link source="$auctionItem" target="_blank"><ss:image
source="$auctionItem.product.thumbnailImage" alt="$auctionItem.title"
border="0"
alt="View item at eBay" vspace="3"/></ss:link><br> <ss:font
source="$font.paragraph"> <ss:if
test="$auctionItem.isStoreInventoryFormat()">
<ss:link source="$auctionItem" target="_blank"><ss:param name="refid"
value="store"/><ss:value source="$auctionItem.title"/> </ss:link>
<ss:else/>
<ss:link source="$auctionItem" target="_blank"><ss:value
source="$auctionItem.title"/></ss:link> </ss:if> <br><b>Listing
hh:mm
a"/> </ss:font> </td> <ss:else/> <ss:break/> </ss:if> </ss:foreach>
</tr></table> </ss:if> </ss:if>

<ss:if test="$product.hasLiveAuctions()"> <ss:font
source="$font.paragraph">
<p><ss:image source="$storeVersion.images['ebay_cert.gif']" border="0"

©ProStores Inc.
alt="eBay"/></p> This item selling at eBay:<br> <ss:foreach
item="auctionItem"
within="$product.liveAuctions"> <br> <ss:if
target="_blank"><ss:param name="refid" value="store"/><ss:value
source="$auctionItem.title"/></ss:link> <ss:else/> <ss:link
source="$auctionItem" target="_blank"><ss:value
source="$auctionItem.title"/></ss:link> </ss:if> <br><b>Listing
Expires:</b><br><ss:value source="$auctionItem.endTime" format="MM/dd/yy
hh:mm
a"/> <br> </ss:foreach> </ss:font> <ss:image
source="$storeVersion.images['pixel.gif']" border="0" width="150"
height="1"/>
</ss:if> </ss:if>

©ProStores Inc.
Chapter 7: Marketing, Sales, and
Promotions
The Marketing and Promotions section contains key features that can optimize your store for
SEO, and other methods and can help you increase traffic, and improve sales.
Marketing Manager
The Marketing Manager is the hub for accessing features that help you promote your store.
At-A-Glance Section
The At-A-Glance section shows you each of the features available to help you market your
site to potential customers. It also has links to pages where you can configure or enable each
feature.
Traffic Generation
This section displays links to access and activate listings on shopping comparison Web sites,
along with a status summary for each comparison shopping site. If enabled, it also displays
the status of your sitemap and the last time it was published to a search engine.
Provides additional links for merchants enrolled in the Pay-Per-Sale marketing program. This
option is only available if it has been enabled by your Site Administrator
E-mail Marketing
The E-mail Marketing section has links to pages to help you set up an e-mail marketing
program for your store.
e-Gift Cards and Wish List

The e-Gift Cards and Wish List section lets you enable features that allow your customers to
purchase e-Gift cards and create a Wish List. Because e-Gift cards can be used by anyone and
Wish Lists can be mailed to anyone, these can help bring new customers to your store.
Store Promotions
The Promotions section has links to pages to help activate promotions for your store.
Traffic Generation
The Traffic Generation page provides links to the following features that help you promote
your store.
Pay Per Sale Marketing This option is only available if it has been enabled by your
Site Administrator
Comparison Shopping
Search Optimization

©ProStores Inc.
Pay Per Sale Marketing
How Pay-Per-Sale Marketing Works
What is Pay-Per-Sale Marketing?
Pay-Per-Sale Marketing is an easy-to-use tool that helps you market your store without
having to pay any up-front fees - you pay a commission rate only for successful referrals.
ProStores works with shopping sites and search engines to help you attract potential
customers to your store. When you enable Pay-Per-Sale marketing, you participate in this
partnership by allowing ProStores to “hire” other sites to advertise your store.
What is a Commission Rate?

You control how much market exposure ProStores generates when you set the commission
rate. The higher the commission percentage, the more market exposure ProStores can
generate, which in turn can result in a significant increase in the number of potential
customers who visit your store. You only pay commission on sales generated by the Pay-Per-
Sale Marketing program within a fifteen day window of the traffic coming to your store.
How do I know if I’m seeing results?

You can see an overview of how Pay-Per-Sale Marketing is working for you when you
generate a Pay-Per-Sale Marketing report in the Report Manager.
Report data lags by 48 hours. If you generate a report on Wednesday, you are seeing results
up to Monday.
What kind of Pay-Per-Sale Marketing reports can I generate?

Pay-Per-Sale Marketing Summary
This report shows you a summary of Pay-Per-Sale Marketing results, such as how
many visitors the program brought to your store, total sales amount generated by the
program, and your total cost for those sales.
Pay-Per-Sale by Visit Date
This report shows you Pay-Per-Sale Marketing results for each invoice that was
generated by a Pay-Per-Sale Marketing referral. For each invoice, the report includes
the date the customer was first directed to your storefront, the invoice order date and
the subtotal, commission amount, and commission rate.
Pay-Per-Sale by Event Date
This report shows you Pay-Per-Sale Marketing results for each invoice that was
generated by a Pay-Per-Sale Marketing referral. For each invoice, the report includes
the order date and the subtotal, commission amount, and commission rate.
How do I get started?
Follow these easy steps to start participating in Pay-Per-Sale Marketing:
4 In Store Administration, go to Marketing > Traffic Generation > Pay-Per-Sale
Marketing.
5 In the Pay-Per-Sale Marketing page, read and understand the terms of use, and then
select the Activate Pay-Per-Sale Marketing check box.
6 In the Commission Rate field, enter the percentage of commission you want to pay
for sales generated by Pay-Per-Sale Marketing.

©ProStores Inc.
Field Help: Pay Per Sale Marketing
Field Reference
Field Description
Commission Rate Displays the commission rate for your store and the average and highest
Snapshot commission rates for stores offering products that are similar to the
products listed in your store. This lets you compare at a glance how your
commission rate compares with the competition.
Pay-Per-Sale Marketing Options
Field Description
Pay-Per-Sale Click this link to view the agreement. You must verify that you
Marketing Servicesunderstand and agree with the terms of the agreement in order to activate
Agreement Pay-Per-Sale Marketing for your store.
Activate Pay-Per- Select the I understand and agree... check box and then click the Save
Sale Marketing button to activate Pay-Per-Sale Marketing for your store.
Commission Rate Enter the percentage of the sale price that you are willing to pay for
commission. The higher the percentage, the more traffic ProStores can
drive to your store.
Pay-Per-Sale Logo Displays the logo associated with your store. To upload, create or
change your Pay-Per-Sale logo, click the Upload or create a Pay-Per-
Sale logo link, which opens the Create an Image page.
Company Slogan Enter or change information that potential visitors will see about your
store. You can include the name of your store, the main categories for
your products, a note about specials you’re offering, or any other text
that will help invite the visitor to your store. The Headline appears in
bold text.
Comparison Shopping Sites

ProStores makes it possible to increase the visibility of your products by allowing you to
submit your products to major comparison shopping sites.
The only comparison shopping sites that will be available to you are those that support the
locale you’re using, and have been enabled by your site administrator. If you’re not seeing
any comparison shopping sites, you may want to change your locale to “en_US”, or any other
locale supported by the comparison shopping sites, on the Store > General page. If you’re
still not seeing any comparison shopping sites, contact your site administrator.
In addition to managing your file uploads in ProStores, you will need to manage your “cost-
per-click” at the comparison shopping site’s web site.
Here are some tips for setting up your product catalog for comparison shopping sites.
Products

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The more information you provide, the better your placement will be. In particular,
be sure to include accurate information in the following product fields: ISBN, UPC,
MPN.
When possible, assign a manufacturer to a product.
ProStores only submits fields from the product, not from any attributes defined for
the product. The fields submitted for a marketplace listing include the following:
Name, Description (full or brief, depending on the listing configuration), Price,
Quantity, Weight, Sku, ISBN, UPC, MPN, and Condition. Be sure to check which
fields your marketplace of choice supports.
Some comparison shopping sites require media type products to be specified. If a
product is a book, music or movies item, select the Media check box when defining
the product.
Some comparison shopping sites will place your products into a “miscellaneous”
category if they consider the product price to be “outside boundaries” (such as $1.00
for a TV set).
Categories
The more your category names match the categories defined by the comparison
shopping site, the better your placement will be.
If a product is assigned to multiple categories, then the category’s “Sort Priority” will
be used to determine which category to send to the comparison shopping site. If
categories have the same Sort Priority, then the category name will be chosen
alphabetically.
By default, products in all categories will be submitted to a comparison shopping site.
You can omit products from an entire category by selecting the Exclude from
comparison shopping sites check box when defining the category.
If you make any changes to category names, you must notify your comparison
shopping site account manager.
Shipping
Shipping can sometimes affect your placement. Some comparison shopping sites will
give your products lower placement if a shipping amount is not specified. Refer to
the comparison shopping site’s own documentation for more information.
Some comparison shopping sites will calculate a shipping estimate based on the
product’s weight. If the comparison shopping site you’re going to use supports this
feature, then enter a weight for each product.
Please refer to each comparison shopping site’s web site for more information on optimizing
your product placements. When communicating with your comparison shopping site’s
account manager, mention that you are using ProStores to create the “feeds” they receive.
This may assist them in processing your catalog
To begin working with comparison shopping sites:

1 Register at the comparison shopping site(s) with which you wish to work. A link is
provided on the configuration page of each comparison shopping site (Marketing >
Comparison Shopping).
2 Set up your product catalog. See the tips above for doing so.

©ProStores Inc.
3 Configure each comparison shopping site you wish to use. To do so, browse to
Marketing > Comparison Shopping click the link for the comparison shopping site,
and enter the configuration information.
4 Send a setup feed to the comparison shopping site. To do so, browse to Marketing >
Comparison Shopping, select the comparison shopping site, select the Setup Feed
check box, and click Save.
♦ The Setup Feed check box is only available on comparison shopping sites
with an Inactive or Pending status, and may only be done once a day.
♦ At this point, the setup feed has been sent and the comparison shopping site
status has been set to Pending. Now, you must wait for a response from the
comparison shopping site. Refer to the comparison shopping site web site for
more information on this step.
♦ Depending on the comparison shopping site’s response, you may have to
make corrections to your product setup. If so, make the changes, then send
another setup feed.
5 Once the setup feed has been approved by the comparison shopping site, you can
activate it, which tells ProStores to submit the feed per your settings automatically.
To do so, browse to Marketing > Comparison Shopping, select the comparison
shopping site check box, and click Activate.
ProStores provides an automated product feed integration with Google Base (which feeds
Google Product Search). By default, all new stores come with a product feed to Google Base
that do not require an account. View Tutorial
Deactivating a comparison shopping site means that product feeds will no longer be
submitted to a comparison shopping site. Once you deactivate a comparison shopping site,
your products will remain posted with that comparison shopping site until they expire (refer
to the comparison shopping site’s web site for details). To remove products immediately,
contact your comparison shopping site account manager.
To remove products from a comparison shopping site:

1 Browse to Marketing > Comparison Shopping. The comparison shopping sites
page appears.
2 Select the check box of the comparison shopping site you wish to deactivate.
3 Click Deactivate. You are returned to the comparison shopping sites page.
Search Optimization Manager

This page allows you to specify search engine optimizations for your store. See Search
Engine Tuning (page 222) for more information.
Web page titles and meta tag descriptions are of high significance in the search and indexing
algorithms of major search engines. The content that you specify for these HTML tags will
affect your store’s ranking in search engines. To help you drive more traffic toward your site,

©ProStores Inc.
ProStores allows you to specify relevant keywords and content for your store home page title
and for your meta tag description:
1 Browse to Marketing > Traffic Generation, and then click Search Optimization.
The Search Optimization Manager page appears.
2 Specify a Home Page Title for your store in the Page Title Tuning section. Ideally,
this title should be specific and representative of the full range of the products that
you sell from your store. You can use upto 70 characters including spaces for your
Home Page title.
Example: “Diva - Antique imported gemstone, silver, gold, platinum jewellery”
3 Specify content for your Home Page Meta Description tag in the Meta Description
Tuning section. The contents of the meta description tag appear under the title link as
snippets of text in search results. Ideally, the contents of this tag should accurately
summarize the contents of your web page. As popular search engines only index a
limited number of characters in this field, SEO good practices recommend that this
text should not exceed 155 characters in length including spaces.
Example: “Diva - Exquisite antique gemstone, pearl, diamond, and coral jewellery
imported from Italy, France - Custom redesign requests accepted – Silver, Gold,
Platinum base metal settings”
4 Click Save.
ProStores provides a sitemap generation and management feature to improve your store’s
traffic generation capability. The use of this feature requires a domain name.
This feature may need to be manually enabled for your store. Contact your Site Administrator
to enquire about enabling this feature.
To generate a sitemap and configure notifications to popular search engines:

1 Select the Generate a sitemap for the store option.
2 To notify Google of updates to your sitemap, select the Notify Google when new
sitemap is generated option.
3 If you haven’t already, configure your Google account to receive a sitemap. Click
Google setup required and follow the instructions provided. View Tutorial
4 To notify Yahoo! of updates to your sitemap, select the Notify Yahoo! when new
sitemap is generated option.
5 If you haven’t already, configure your Yahoo! account to receive a sitemap. Click
Yahoo! setup required and follow the instructions provided.
Email Marketing
ProStores makes it easier to communicate with your customers and prospective customers
with email marketing campaigns that you create.

©ProStores Inc.
The only email marketing services that will be available to you are those that have been
enabled by your site administrator. If you’re not seeing any email marketing services, contact
your site administrator.
Getting Started
To begin working with email marketing services:
1 Browse to Marketing > Email Marketing. The Email Marketing Configuration
page appears.
2 Select from the list of active email marketing services that are available on your
installation.
3 Register at the email marketing service with which you wish to work by clicking its
link.
4 Once you’ve registered, enter the User Name and Password into ProStores and click
Save Registration.
5 Configure the email marketing features to meet your needs.
Wish List
Offering your customers the ability to create a Wish List can increase sales and traffic to your
store. Customers can e-mail their Wish List to anyone. The e-mail contains a link to the Wish
List, as well as a link to your store, which can bring new customers to your store and lets
them easily purchase items on the list.
Registered customers create a Wish List when the first item is added to the list. They add
items to their Wish List by clicking the Add to Wish List button on the product detail page.
When an item is in their Wish List, the Wish List icon appears next to the item on the
search results and on the product detail pages. The Wish List is saved automatically after
every change.
From Customer > List, you can see which customers have Wish Lists. This is indicated by
the Wish List icon next to their name. Clicking on the icon let you view the items in the Wish
List. You can use this information to see what items your customers would like to purchase
and make decision about promotions for these items.
You can search for customers that have Wish Lists from the Customer Manager page by
clicking next to Wish List customers.
Use the Marketing > Gifts & Wish List page to enable or disable this feature. When Wish
List is enabled, the link appears in the tool bar.
Change the Wish List icon. See e-Gift Card and Wish List Icons (page 221) for more
information.
Customers can:
Add items from their Wish List to their shopping cart. Items are not removed from
the Wish List when they are added to the shopping cart.

©ProStores Inc.
View and print their Wish List
E-mail their Wish List to anyone. The e-mail contains the name of the owner of the
Wish List, the store logo, which is a link to the store, a link to the Wish List, and a
link inviting the e-mail recipient to create their own Wish List.
In order for a customer to e-mail their Wish List, they must have Javascript enabled.
Remove items from the Wish List
Indicate that something on the Wish List has been purchased, by clicking on the
Reserve label.
Anyone can find a Wish List and purchase items that are listed by searching fro the e-mail
address, first name, or last name. The search results show the full name and city and state of
all Wish Lists matching the search criteria.
SSML for Supporting Wish Lists

The following sections show the SSML code to support Wish Lists.
If you have a customized Home Page Template, add the following:

<ss:if test="$store.wishListEnabled">
<ss:image source="$storeVersion.images['icon_wish.gif']" border="0"
style="position:relative;top:2px;margin-left:10px;margin-right:2px;"/>
<ss:link source="$storeVersion.wishList">Wish List</ss:link>
</ss:if>
If you have customized Product Detail and Product List templates, add the following near
the product name:
<ss:if test="$wishList && $wishList.isWishListItem($product)">
<ss:link source="$storeVersion.wishList">
<ss:image source="$storeVersion.images['icon_wish.gif']" title="Wish
List Item" border="0"/>
</ss:link>
</ss:if>
If you have a customized Add to Cart template, replace the existing quantity
div
> area with the following:

<div class="quantity">
<div style='clear:both;display:inline-block;'>
<table cellpadding="2" cellspacing="0"><tr>
<td nowrap="nowrap">
Quantity: <input type="text" name="qty" value="1" size="3">
</td>
<td width="100%">
<div class='actn-btn-container add-to-cart-lrg-btn-width'
style='float:left'>
<div class='actn-btn-top'>
<div class='actn-btn-right'>
<div class='actn-btn-left'>
</div></div></div>

©ProStores Inc.
<input type="submit" value="Add To Cart" class="actn_button
actn_button_color btn_add_to_cart_lrg" />
<div class='actn-btn-bottom'>
<div class='actn-btn-right'>
<div class='actn-btn-left'>
</div></div></div></div>
</td>
</tr>
<ss:if test="$store.wishListEnabled">
<tr>
<td>
<ss:image source="$storeVersion.images['icon_wish.gif']"
class="wish-list-icon" />
</td>
<td width="100%">
<div class="btn-container wish-button-width">
<div class="btn-top"><div class="btn-right"><div class="btn-
left"></div></div></div>
<input type="submit" name="addtowishlistbtn" value="Add to Wish
List" class="button button_color btn_wish_list">
<div class="btn-bottom"><div class="btn-right"><div class="btn-
left"></div></div></div>
</div>
</td>
</tr>
</ss:if>
</table>
</div>
</div>
e-Gift Cards
You can decide if you want to offer e-Gift cards by enabling or disabling the e-Gift cards
feature on the Marketing > Gifts & Wish List page. Allowing your customers to purchase e-
Gift cards can help bring new customers to your store.
By default, this feature is disabled. To enable e-Gift Cards, do the following steps.
1 Click Marketing > Gifts & Wish List.
2 Enable “Allow customers to purchase e-Gift Cards.”
3 Enter the minimum and maximum amount allowed for an individual e-Gift Card.
4 Click Apply.
Any single e-Gift Card cannot be more than $500. Each customer can purchase up to $500 in
e-Gift cards per month.
When an e-Gift card is purchased, you are charged the successful transaction fee (STF) at that
time. When the e-Gift card is redeemed, it is treated as a store credit.
e-Gift card amounts are excluded from tax, shipping, discounts, and promotions.
When this feature is enabled, you can:

Use the Order > e-Gift Cards page to:
View the recipient’s name and e-mail, purchaser, original amount and current
balance, date issued, invoice number, and status of the e-Gift cards

©ProStores Inc.
Sort the list by recipient’s e-mail, purchaser, original amount, date issued,
and invoice number
Filter the list by status by clicking on the “Show:” links.
Search for an e-Gift card by the e-mail of the recipient
Void an e-Gift card
When an e-Gift card is voided, you will receive a message that instructs you
to manually reconcile any remaining balance.
Resend an e-Gift card
View a list of invoices that were paid for using an e-Gift card by clicking on
the recipient’s email link. The list includes the purchase date, original
amount, purchase invoice number, remaining balance, status, redemption
code, and a list of each invoice this e-Gift card was used as a payment
method.
Replace the e-Gift card icon using the Store Design section of the Support > Upload
Images page. See e-Gift Card and Wish List Icons (page 221) for more information.
Create an invoice with an e-Gift card using Order > Order Entry > Add e-Gift
Card
Export the e-Gift cards using Support > Export Data
Adjust an invoice with an e-Gift card as a line item
When you remove an e-Gift card from an the invoice, the rules for refunding and
crediting the original payment are the same as for any other adjustment.
The e-Gift card amount cannot be adjusted.

Adjust an invoice that uses an e-Gift card as the payment method
If the invoice was paid for entirely or partially by an e-Gift card, the amount paid by
the e-Gift card is credited back to the e-Gift card and any remainder is credited back
to the original payment method or store credit.
You cannot split or do an advanced adjust and credit on invoices paid for using an e-
Gift card.
If you enable this feature and then disable the feature, the following rules apply:
Customers cannot continue to save a cart that contains an e-Gift card.
The e-Gift Cards link does not appear in the tool bar.
If there are any e-Gift cards with an outstanding balance, the e-Gift Card field on the
Payment Method page will be available.
If you created a page template for e-Gift cards, the template will still be available for
editing in the page template manager.
Using e-Gifts Cards
Any customer registered or not, can use an e-Gift card to purchase items. The following are
the rules for paying for an order using an e-Gift card:
Any time an e-Gift card is used as a payment method, the order confirmation page
displays the balance of the e-Gift card.
Customers can check the balance on the card by entering their e-mail and redemption
on the Customer Service page.
If the order amount is less than the e-Gift card amount, the e-Gift card balance is
carried forward for future purchases.

©ProStores Inc.
If an order amount exceeds the e-Gift card amount, the entire balance of the card is
deducted from the order and the customer can pay for the amount due on the invoice
with any other payment method supported by the store.
When paying with a e-Gift card, customers cannot choose how much of the e-Gift
card balance to use. The total balance of the e-Gift card is always applied first to the
order and then the remainder can be paid for by another form of payment.
To generate an e-Gift card report, follow these steps.

1 Click Report > Sales.
2 Set the Report field to “Sales by e-Gift Card.”
3 Set the “e-Gift Card Status” field to the type of e-Gift cards to include in the report.
4 Specify the time span, based on the issue date of the e-Gift Cards, for the report.
5 Click Go. The Report Status page appears.
6 When the status of the report is “Complete”, click the View link to see the report.
Sales by e-Gift Cards Report

Displays sales by e-Gift Cards for the date range selected.
Headings: Total # of Cards: Number of e-Gift cards of the specified type.

Total Card Value: Total of the original amounts of the e-Gift cards.
Remaining Card Value: Balance on the card as of the day the report was
generated.
Redemption Code: Last four digits of the redemption code of the card.
Date Activated: Date the card was shipped.
Original Amount: Beginning balance of the card.
Current Balance: Amount available on the card as of the date the report
was generated.
E-mail Address: E-mail address of the recipient of the card.
Current Status: Status of the card.
Sorting: None.
Totals: Total # of Cards, Total Card Value, Remaining Card Value
SSML for Supporting e-Gift Cards

The following sections show the SSML code to support e-Gift Cards.
If you have customized files, do the following:
For the Header template, add the following:

©ProStores Inc.
<ss:if test="$store.giftCertificateEnabled">
<ss:image source="$storeVersion.images['icon_gift.gif']" border="0"
style="position:relative;top:2px;margin-left:10px;" />
<ss:link source="$storeVersion.eGiftCards">e-Gift Cards</ss:link>
</ss:if>
For the Billing Options template:
Add the following:
<ss:if test="$store.giftCertPaymentAllowed">
<div id="divGiftCertificate" class="giftcard-entry">
<div style="margin-bottom:5px;font-size:12px">
<b>Do you have an e-Gift Card?</b>
</div>
<table border="0" cellpadding="0" cellspacing="2">
<tr>
<td>e-Gift Card #:</td>
<td><input type="edit" name="giftcertnumber" size="25"
autocomplete="off"></td>
</tr>
<tr>
<td nowrap="nowrap">E-mail Address:</td>
<td><input type="edit" name="giftcertrecipientemail"
size="25" maxlength="50" autocomplete="off"></td>
</tr>
</table>
<div style="margin-top:4px">
<b>Note:</b> If your e-Gift Card balance is less than your order
total, you must also select a payment method above.</div>
</div>
</ss:if>
And replace the Old section with the New section.
Old
<ss:if test="$customer.paymentmethodCode != ''">
New
<ss:if test="$customer.paymentmethodCode != '' &&

$customer.paymentmethodCode != 'G'">
In the Cart template, replace the Old section with the New section:
Old
<ss:set name="detailUrl"
value="$system.concat('$',$detail.TransientUrl)"/>
<ss:set name="detailUrl" value="$system.concat($detailUrl,'#quantity')"/>
<ss:link source="$detail.Product">
<span style="font-size:10px;">

©ProStores Inc.
<ss:if test="$detail.Product.thumbnailImage">
<ss:image source="$detail.Product.thumbnailImage"
alt="$detail.product.name" border="0" width="40" />
<ss:else/>
<ss:image source="$detail.Product.photoImage"
</ss:if>
</span></ss:link>
</td>
<td nowrap align="center">
<ss:edit source="$detail.quantity" size="4"/><br />
<ss:link
source="$url.buildurlwithparameter('Cart',$system.encode($detailUrl),'0')">
<ss:param name="smode" value="update"/>
Remove</ss:link>
</span>
</td>
<td nowrap align="center"><ss:value source="$detail.sku"/> </td>
<td width="100%">
<ss:link source="$detail.Product"><ss:value
source="$detail.name"/></ss:link>
<ss:if test="$detail.attributeText">
New
<ss:set name="detailUrl"
value="$system.concat('$',$detail.TransientUrl)"/>
<ss:set name="detailUrl" value="$system.concat($detailUrl,'#quantity')"/>
<ss:if test="$detail.giftCertificate">
<ss:link source="$detail.giftCertificate">
<ss:image source="$storeVersion.images['icon_gift_lrg.gif']"
border="0" width="40"/>
</ss:link>
<ss:else/>
<ss:link source="$detail.Product">
<ss:if test="$detail.Product.thumbnailImage">
<ss:image source="$detail.Product.thumbnailImage"
<ss:else/>
<ss:image source="$detail.Product.photoImage"
</ss:if>
</ss:link>
</ss:if>
</span>
</td>
<td nowrap align="center">
<ss:if test="$detail.giftCertificate">1<ss:else/><ss:edit
source="$detail.quantity" size="4"/></ss:if>
<br />
<ss:link
source="$url.buildurlwithparameter('Cart',$system.encode($detailUrl),'0')">
<ss:param name="smode" value="update"/>
Remove</ss:link>
</span>
</td>
<td nowrap align="center"><ss:value source="$detail.sku"/> </td>
<td width="100%">
<ss:link source="$detail.giftCertificate">
<ss:value source="$detail.name"/>
</ss:link>
<div class="note">

©ProStores Inc.
Recipient: <ss:value
source="$detail.giftCertificate.recipientEmailAddress"/>
</div>
<ss:else/>
<ss:link source="$detail.Product"><ss:value
</ss:if>
In the Invoice - Email template, replace the Old sections with the New sections:
Old
<ss:if test="$invoice.hasStoreDetails"><ss:value source="$store.name"/>

Items
<ss:foreach item="detail" within="$invoice.storeDetails">
<ss:if test="$detail.isGiftWrapDetail()">Gift Wrapping
<ss:value source="$detail.total"/>
<ss:else/>
<ss:value source="$detail.quantity"/>
<ss:if test="$detail.retired"> (retired)
</ss:if>
<ss:foreach item="serialNumbers"
within="$detail.serialNumbers">
<ss:value source="$serialNumbers.serialNumberText"/>
</ss:foreach>
<ss:value source="$detail.attributeText"/> @
<ss:value source="$detail.price"/> =
<ss:if test="$detail.isBackOrdered">Backordered
</ss:if>
</ss:if>
</ss:foreach>
</ss:if><ss:if test="$invoice.hasStoreDetails OR $invoice.rateeBayItems">
Sub-Total: <ss:value source="$invoice.storeSubTotal"/>
New
<ss:if test="$invoice.hasStoreDetails">
<ss:value source="$store.name"/> Items
<ss:if test="$detail.isGiftWrapDetail()">Gift Wrapping
<ss:else/>
<ss:value source="$detail.quantity"/>
<ss:if test="$detail.retired"> (retired)
</ss:if>
<ss:if test="$detail.giftCertificate">Recipient:
<ss:value
</ss:if>
<ss:value
source="$serialNumbers.serialNumberText"/>
</ss:foreach>
<ss:value source="$detail.attributeText"/> @
<ss:value source="$detail.price"/> =
<ss:if test="$detail.isBackOrdered">Backordered

©ProStores Inc.
</ss:if>
</ss:if>
</ss:foreach>
</ss:if>
<ss:if test="$invoice.hasStoreDetails OR $invoice.rateeBayItems">
Sub-Total: <ss:value source="$invoice.storeSubTotal"/>
Old
Store Credit: -<ss:value source="$invoice.credit"/>
TOTAL DUE: <ss:value source="$invoice.totalDue"/>
New
<ss:if test="$invoice.totalGiftCertificate">e-Gift Card: -

<ss:value source="$invoice.totalGiftCertificate"/>
</ss:if>
In the Invoice - Print template, replace the Old section with the New section:
Old

<tr valign="top">
<td nowrap align="center" class="black_text"><ss:value
source="$detail.quantity"/></td>
source="$detail.sku"/></td>
<td width="100%" class="black_text">
<ss:if test="$detail.isGiftWrapDetail()">
Gift Wrapping
<ss:else/>
<ss:link source="$detail.extension"><ss:value
<ss:if test="$detail.retired"> <b><i>(retired)</i></b></ss:if>
<br />
<ss:value source="$serialNumbers.serialNumberText"/><br />
</ss:foreach>
<ss:if test="$detail.attributeText"><ss:value
source="$detail.attributeText"/><br /></ss:if>
<ss:if test="$detail.isBackordered">Backordered</ss:if>
</ss:if>
</td>
<td nowrap align="right" class="black_text"><ss:value
source="$detail.price"/></td>
source="$detail.total"/></td>
</tr>
</ss:foreach>

©ProStores Inc.
New

<tr valign="top">
source="$detail.sku"/></td>
<td width="100%" class="black_text">
Gift Wrapping
<ss:else/>
<ss:if test="$detail.retired"> <b><i>(retired)</i></b></ss:if>
<ss:if test="$detail.giftCertificate"><br/>Recipient:
<b><ss:value source="$detail.giftCertificate.recipientEmailAddress"/></b></ss:if>
<br />
<ss:value source="$serialNumbers.serialNumberText"/><br />
</ss:foreach>
<ss:if test="$detail.attributeText"><ss:value
source="$detail.attributeText"/><br /></ss:if>
<ss:if test="$detail.isBackordered">Backordered</ss:if>
</ss:if>
</td>
source="$detail.price"/></td>
source="$detail.total"/></td>
</tr>
</ss:foreach>
In the Invoice template, replace the Old section with the New section:
Old

<tr valign="top">
<td> </td>
<td nowrap align="center"><ss:value
<td nowrap align="center"><ss:value source="$detail.sku"/></td>
<td width="100%">
<ss:if test="$store.storetype != 'pro'">
<ss:if test="$detail.retired">
<b><i>(retired)</i></b>
</ss:if>
<br/><ss:value source="$detail.attributeText"/>
</ss:if>
<ss:if test="$detail.shipService">
<br/><i><ss:value
source="$detail.shipService.description"/></i>
</ss:if>
<ss:else/>
Gift Wrapping
<ss:else/>

©ProStores Inc.
</ss:if>
<ss:foreach item="serialNumbers" within="$detail.serialNumbers">
<br/><ss:value source="$serialNumbers.serialNumberText"/>
</ss:foreach>
</ss:if>
<ss:if test="$detail.isBackordered"><br/>Backordered</ss:if>
<br/><i><ss:value
</ss:if>
</ss:if>
</ss:if>
</td>
<td nowrap align="right">
<ss:if test="$detail.savingsDisplay">
<s>
<ss:value source="$detail.priceBeforeSavings"/>
</s>
<b><font color='#AA0000'>
<ss:value source="$detail.price"/>
</font></b><br/>
Save: <b><ss:value source="$detail.savingsDisplay"/></b>
<ss:else/>
</ss:if>
</td>
<td nowrap align="right"><ss:value source="$detail.total"/></td>
</tr>
</ss:foreach>
New

<tr valign="top">
<td> </td>
<td nowrap align="center"><ss:value
<td nowrap align="center"><ss:value source="$detail.sku"/></td>
<td width="100%">
<ss:if test="$store.storetype != 'pro'">
</ss:if>
</ss:if>
<br/><i><ss:value
</ss:if>
<ss:else/>
Gift Wrapping
<ss:else/>
</ss:if>

©ProStores Inc.
<div class="note">
Recipient: <ss:value
</div>
</ss:if>
<br/><ss:value source="$serialNumbers.serialNumberText"/>
</ss:foreach>
</ss:if>
<ss:if test="$detail.isBackordered"><br/>Backordered</ss:if>
<br/><i><ss:value
</ss:if>
</ss:if>
</ss:if>
</td>
<td nowrap align="right">
<ss:if test="$detail.savingsDisplay">
<s><ss:value source="$detail.priceBeforeSavings"/>
</s>
<b><font color='#AA0000'>
</font></b><br/>
Save: <b><ss:value source="$detail.savingsDisplay"/></b>
<ss:else/>
</ss:if>
</td>
<td nowrap align="right"><ss:value source="$detail.total"/></td>
</tr>
</ss:foreach>
In the Order - Confirmation template, replace the Old section with the New section:
Old
<ss:foreach item="subscription" within="$invoice.subscriptions">

<p><ss:value source="$subscription.billNote"/></p>
</ss:foreach>
New
<ss:foreach item="subscription" within="$invoice.subscriptions">

<p><ss:value source="$subscription.billNote"/></p>
</ss:foreach>
<ss:if test="$invoice.giftCertificate">
<div style="margin:15px 0px 15px 0px">Your e-Gift Card balance is:
<b>
<ss:value source="$invoice.giftCertificate.balance"/>
</b></div>
</ss:if>
In the Shipping - Email template, replace the Old section with the New section:

©ProStores Inc.
Old
New

<ss:if test="$invoice.totalGiftCertificate">e-Gift Card: -
<ss:value source="$invoice.totalGiftCertificate"/>
</ss:if>
Field Help: e-Gift Cards

Viewing e-Gift Cards
Number of e-Gift Cards
Enter the e-mail of the recipient you want to find.
Recipient E-mail Search
Enter the e-mail of the recipient you want to find.
All | Active | Redeemed | Pending | Voided
Click on All to view a list of all the e-Gift cards regardless of status. Click on any of the other
links to display all the e-Gift cards of that status type. The status types are:
Active - The e-Gift card has a balance that can be redeemed.
Redeemed - The e-Gift card has a zero balance.
Pending - The e-Gift card has been purchased but has not been issued. This is the
status of any card that is on an invoice that is waiting to clear payment. The e-Gift
card is issued when the invoice is shipped.
Voided - The e-Gift card is not longer valid and cannot be used.
View (Number of orders per page)
Select the number of e-Gift cards you would like to view per page.
Void e-Gift Card button
Voids the checked e-Gift cards.
Resend E-mail button
Resends the e-Gift card e-mail for the checked e-Gift cards.
Recipient / E-mail

©ProStores Inc.
Click on the Recipient link to sort by the name of the recipient of the e-Gift card.
Purchaser
Click the column title to sort by the name of the person who purchased the e-Gift card.
Amount / Balance
Click on the Amount link to sort by the amount of the e-Gift cards.
Issue Date
Click the column title to sort by the date the e-Gift cards were issued.
Invoice No.
Click the column title to sort by invoice number. Click the invoice number to display the
invoice.
Status
Displays the status type of the e-Gift card.
e-Gift Card and Wish List Icons

You can replace the e-Gift Card and Wish List icons by uploading new image files using that
use the same name as the original icon image file names. For a list of the image file names,
see the list below.
To upload new images, following these steps:

1 Choose Support > Upload Images.
2 Use the Store Design Images section1.
3 To see a list of images stored in your database, choose Support > File Management
> images > store_version1.
e-Gift Card Icons
icon_gift.gif
Use as a graphic link in theme header.html (Page Template Manager)
icon_gift_lrg.gif
Used in cart.html (Page Template Manager) and egift-cards-email.html (not in Page Template
Manager)
e-gift-card-banner.gif
Used in egift-cards.html (Page Template Manager)
Wish List Icons

©ProStores Inc.
icon_wish.gif
Used as a graphic link in theme header.html
wishlist-banner.gif
Used in wishlist.html (Page Template Manager)
find-wishlist-banner.gif
Used in wishlist.html
wishies-find.gif
Used in a style called “wishes-find” in the legacy-base.css template. The page is called
“Stylesheet Base” in the Page Template Manager and is under the theme header and footer.
The style is then used in wishlist-customer.html, called “Wish List Customer List” in Page
Template Manager and in wishlist.html.

Getting Bookmarked
Repeat customers are one key to success. The most important thing to consider in your design
and content is getting someone who finds your site to bookmark and come back to you for
future shopping. Good page design, well described products and extra information outside of
the product information should provide both the reason and the means to bookmark your
store’s web site. Starting with ProStores release 9.3.1, your customers have the option of
using the Bookmark this page button from the home page and all product detail pages. If
you are selling items related to a hobby, you could include general information on the hobby
within your site and link to it. If you are selling a product with detailed specifications
available at the manufacturer’s site, provide a link but also add your experiences with the
product to show that you have knowledge of the product and are not simply a reseller.
Using Search Keywords in the Page, Title, and Product Details

Product page content: Regardless of a particular spider’s preference to make use of the meta
keyword contents, placing common search keywords throughout the content of a page is
helpful in being found in internet searching. Each keyword you feel is a likely search term
should be placed throughout the page content and appear several times. It is generally good
practice to get keywords in the beginning sentences of the first and last paragraph. While the
placement of keywords with the content is important, it is equally important to write well
structured, clear sentences for the humans who will be deciding if your product is worth
buying. Today’s spiders do not consider keywords placed in hidden fields or otherwise
disguised on a page. There is the potential that adding keywords outside of the readable page
may be interpreted as a sneaky attempt to ‘spam’ the spider with meaningless keywords.
Think phrases: Think in terms of keyword phrases instead of single keywords. This will help
you stand out from the competition for general terms in the search engines. Of course you
still want to pick phrases that will be entered in a search. Specific phrases put you in search

©ProStores Inc.
results where there is less competition. This should also result in traffic looking specifically
for your product.
Page Titles: Page title content is indexed by search engines and can significantly affect web
page rankings. Most search engines only index the first 70 characters of your page title
including spaces. The title should be representative of your store’s products, use non-generic
terms, and be catchy at the same time.
Product description: Verify that your phrases exist in the product description. Without their
existence in the page text they are a warning sign to spiders crawling your page (see Things
To Avoid). Placing important keywords within the brief description of a product will in most
cases place the keywords on search result pages on your storefront. If you have selected a
layout that does not display the brief as part of the search result, this will of course have no
effect.
Writing for the Page META Description Tag

Writing good content for a meta description tag is very important in search engine
optimization. Search engines displaying appealing meta description text will help drive traffic
to your site. The text should include the keywords organized into well written sentences.
Ideally you should keep the description brief enough (155 characters) to fit within the length
restrictions of search engine sites. If your best writing comes after the search engine has
shortened the display, your content will never get displayed.
Some in the search engine tuning field suggest placing keywords towards the beginning of
the description is a good policy. This should only be done while keeping readability in mind.
Alt Text
By default, ProStores includes the product name as “alt text” for all product images. This text
is used by search engines to rank pages. If you have made any changes to the templates,
especially the Catalog List or Catalog Detail templates, be sure that any product image tags
include the alt="$product.name" attribute.
Open Directory Project

The Open Directory Project is a very good place to be listed. Search engines value listings on
this site because submissions are reviewed by humans and checked for accuracy prior to
listing. This site requires you to do some research and submit your site manually to them.
Please see details at dmoz.org.
Tools
There are a number of search engine tools available on the internet free of charge you can use
to your advantage. Some of these include meta tag generators, keyword and current ranking
tools. Keyword tools include generators, proximity analyzers, density analyzers, popularity
analysis and related term finders.
URL Optimization
Starting with ProStores release 9.3.1, URL optimization is enabled by default for your store
URLs. URL optimization good practices recommend that you use short or static URLs
instead of dynamic URL redirects to site pages. Search engine spiders index the URL content
as well, so URLs give you the opportunity to insert relevant keywords and search terms in
your URL via your folder structure and file naming conventions. Each of the words in the

©ProStores Inc.
URL is weighted by spiders, so using fewer words in the URL increases the weight per
keyword.
Reciprocal Linkage
Reciprocal linkage can be a powerful tool to increase your web sites rankings. Some search
engines include linkage as a ranking criterion. Typically if your site is linked from a highly
ranked site, your site will be given a ‘bonus’ boost in ranking. Links from other sites also
give you another point of entrance to your site.
If you have a relationship with a store owner not directly competing with you, ask if they
would be willing to cross-link with you.
Include links on an appropriate page within your store. This may be a content page defined by
you, offering additional information to your customers. Include the link with relevant content
to avoid appearing as ‘link spam’ to a robot crawling your site.
Using Pay Services

If you choose to participate in pay-for-placement type programs from a company also
providing a natural search service bear in mind that some people will not view these
placements as favorably as a top result in the natural search list. If you choose to pay a site
only operating as pay-for-placement you will not have this comparison to compete against.
Purchasing keywords can be an effective way to have your pages seen by customers. Before
purchasing keywords it is advisable to check what keywords are being used by competitors
on their pages. Take this information and evaluate as it pertains to your product or product
line.
Things to Avoid
Don’t include a keyword or key phrase in your meta tags that is not present on that page.
Keywords reinforce the content of the page. Search engines define this practice as spam and
rank your page accordingly.
Don’t repeat a keyword or key phrase in your meta tags. Again, keywords reinforce the
content of a page. The robot will be crawling your page and determining the relevance of a
keyword based on how many times it is present and where it is present - not how many times
it is put in the meta tag.
Don’t include a keyword that could brand you as an adult site and drive away business. These
keywords are not only profane words but potentially words like ‘exotic’.
Don’t attempt to up keyword counts on your page by hiding them in tiny text, hidden fields, a
background with the same color as the text or anything else that could be perceived as
‘sneaky’. The robots that crawl the web either already understand these ‘techniques’ or could
be changed in the very near future to detect them. The best policy is to write good content.
Don’t link with ‘free-for-all’ sites. Having your link listed on a page with little content but
many links is bad. Search engines are marking these sites as ‘spam’ sites. Your presence on
these sites could influence their opinion of your site as well.
Don’t use the same title tag throughout your static pages. Using a unique title tag containing
relevant keywords for the web page will benefit your rankings in a crawler’s view.

©ProStores Inc.
Don’t exclusively use JavaScript links. Spiders cannot crawl links in Java Script. If you want
to provide Java Script links you should also include links to the same content on standard
links in an appropriate place on your page.
Don’t use page redirects. Anything that takes a customer to another page without an action on
their part can be viewed negatively by a search engine. Some of these techniques are the use
of META refresh tags, JavaScript and CGI scripts.
Do not submit the same page more than once on the same day to the same search engine.
Do not submit more than the allowed number of pages per engine per engine defined time
frame. Engines vary in their rules on submissions and these rules could change. Keep up to
date on each engine’s rules.
Don’t include ‘stop’ words as one of your keywords. Stop words include he his she her I they
it this of at on in that the a and are is as be for from to was and other common, short words.
Search engines ignore these words as irrelevant to the content of the page.
How Long Until My Site is Listed?

Search engine’s display of your site will vary in the amount of time after a page has been
submitted. Search engines may display as quickly as one week and as long as two months.
Using Promotions
The following are examples of how you might use promotions:
Advertising
You advertise a special discount (in a magazine, direct mail piece, radio, etc.) with a
promotion code.
Those customers who enter the correct code (supplied by you) will receive a
predefined discount off the entire order (excluding special services, such as
monogramming, engraving or gift wrapping).
Use unique codes for different media or geographic regions and track the success of your
campaigns. Multiple special promotions can run concurrently.
Gift Certificates
Overview
To create a gift certificate, simply create a product for the gift certificate (for example, create
a product named “Gift Certificate” with a price of $25.00).
Create and Use a Gift Certificate
Create a gift certificate:

In Store Administration, navigate to the Available Store Promotions page at Store >
Promotions > Available.
Click the Order Minimum/Maximum link. The Order Minimum/Maximum
Configuration page opens.
Enter an appropriate Promotion Name and Promotion Code.

©ProStores Inc.
To make the gift certificate immediately available, select the Active? check box. You
can also activate or deactivate the gift certificate as needed in the Inactive and Active
Store Promotions pages.
Enter optional Invoice Text to display a message related to the gift certificate on the
customer’s invoice.
Enter the gift certificate amount in both the Discount Amount and Order
Minimum fields.
Select the Flat amount off Discount Type.
Select the Limit use to once per customer check box.
Click the Submit button.
Use a gift certificate:
Create the gift certificate using the steps above.
When a customer purchases this gift certificate, you or the customer provides the
recipient with the promotion code.
When shopping at your store, the recipient enters the promotion code during
checkout.
Managing Promotions
One method of encouraging purchases is to offer sales and other promotions to your
customers. For example, you can advertise a special discount (in a magazine, direct mail
piece, radio, etc.) with a promotion code, and those customers who enter the correct code
(supplied by you) will receive a predefined discount off the entire order.
ProStores uses rules (defined by you) to determine when to apply promotions, and allows for
both storewide and product level promotions.
Using Promotions
The following are examples of how you might use promotions:
Advertising
You advertise a special discount (in a magazine, direct mail piece, radio, etc.) with a
promotion code.
Those customers who enter the correct code (supplied by you) will receive a
predefined discount off the entire order (excluding special services, such as
monogramming, engraving or gift wrapping).
Use unique codes for different media or geographic regions and track the success of your
campaigns. Multiple special promotions can run concurrently.
Gift Certificates
Overview
To create a gift certificate, simply create a product for the gift certificate (for example, create
a product named “Gift Certificate” with a price of $25.00).
Create and Use a Gift Certificate
Create a gift certificate:

©ProStores Inc.
In Store Administration, navigate to the Available Store Promotions page at Store >
Promotions > Available.
Click the Order Minimum/Maximum link. The Order Minimum/Maximum
Configuration page opens.
Enter an appropriate Promotion Name and Promotion Code.
To make the gift certificate immediately available, select the Active? check box. You
can also activate or deactivate the gift certificate as needed in the Inactive and Active
Store Promotions pages.
Enter optional Invoice Text to display a message related to the gift certificate on the
customer’s invoice.
Enter the gift certificate amount in both the Discount Amount and Order
Minimum fields.
Select the Flat amount off Discount Type.
Select the Limit use to once per customer check box.
Click the Submit button.
Use a gift certificate:
Create the gift certificate using the steps above.
When a customer purchases this gift certificate, you or the customer provides the
recipient with the promotion code.
When shopping at your store, the recipient enters the promotion code during
checkout.
Promotion Usage Rules
With ProStores, you can create multiple promotions for your customers to use. However,
ProStores uses rules (defined by you) to determine which promotions to apply, and the order
in which to apply them.
ProStores uses the following information to determine which promotional price to apply to a
product (this only applies to promotions that don’t require promotion codes):
1 If there are both store and product promotions active in the store, ProStores checks to
see if store or product promotions should be applied first. This is defined on the
Store > Promotions page. The default setting is to apply store promotions first.
2 If there are multiple active store/product promotions, ProStores checks the ranking of
the promotions, and applies promotions in that order. Promotion rank is defined on
the Store > Promotions > Configured > Active page.
3 Each promotion is then checked in order to see if the product and customer meet the
promotion criteria (including valid dates, exclusivity, etc.). The first to meet the
criteria is applied to the product price.
4 If the customer enters a valid promotion code during checkout, that promotion is
applied to the entire order (as a separate line item), in addition to any other valid,
non-coded promotions.
5 Both product-level and storewide promotions do not apply to configured services for
products, such as monogramming and engraving. These services can be configured in
the Options section when you add or update a Product.

©ProStores Inc.
Configuring Storewide Promotions
Storewide promotions are discounts that are applied across all products in a store (unless a
product is specifically excluded). The Promotions feature allows you to enable storewide
sales and define gift wrap options.
To make general promotion settings:

1 Browse to Marketing > Store Promotions. The Store Promotions page appears.
2 Under Basic Information, indicate if store or product promotions should be applied
first. See Promotion Usage Rules (page 227) for more information.
3 To allow Gift Shipments, select the Allow Gift Shipments check box.
4 To offer a gift wrap service, select the Enable gift wrapping service check box and
enter a price for the service (if applicable). This step is required if you want to create
any Gift Wrap promotions.
You can offer different types of gift wrap services by defining a promotion for each.
To configure a storewide promotion:

1 Browse to Marketing > Store Promotions > Available. The Available Store
Promotions page appears.
2 Select the type of promotion you wish to configure by clicking the link.
For more information about the types of promotions available to you, see Sales and
Promotions: Types .
3 Enter the information in the Basic Information section. Refer to the online Field
Help for information about individual fields.
4 Enter the information in the Detailed Information section. Refer to the online Field
5 The Promotion Images and Text section is used to associate an image and text to be
used for the promotion in promotion panels on the storefront.
Banner Image/List Image: Browse to and select an image from your
computer or select from a list of uploaded promotion images. Promotion
images can be uploaded from Support > Upload Images. Banner images are
used for single-promotion panels that appear as banners on your storefront.
List images appear in promotion list panels where multiple promotions are
displayed in a single promotion panel. List images should ideally be smaller
than banner images.
Text: Specify promotional text for display in promotion panels.
Refer to the online Field Help for information about individual fields.
6 Click Submit.

©ProStores Inc.
You cannot update a promotion once it has been used in an order.
Highlighting promotions and cost savings can boost your sales and attract customers.
ProStores allows you to display cost savings on your storefront, shopping cart, and on the
invoice in either one of three display formats: amount off ($5 off), percent off (10% off), or
both. You can select the savings display format from Store Settings > General in the Other
Storefront Options section.
You can also turn on display of promotion discounts and savings on the shopping cart and
invoice.
Storewide promotions are displayed only on the invoice and not on the shopping cart.
To display promotion savings on carts and invoices, go to Store Settings > General >
Shopping Cart and Checkout section and ensure that the Display promotion savings on
cart and invoice.
Saving discount percentages are calculated based on the difference between the total Product
price, calculated after including any service charges and surcharges (engraving etc.), and the
final discount price. For example, if the Product costs $25, the customer opts to engrave the
Product for a price of $5, and then gets a $10 flat amount discount, the percentage savings is
33%. Percentage savings display also does not take into account any savings on shipping and
sales tax.
If there are multiple active promotions for a store, ProStores will apply them in the order in
which you have ranked them. By default, promotions are ranked in the order in which they
are created.
To change the ranking of store promotions:

1 Browse to Marketing > Store Promotions > Configured. The Available Store
Promotions page appears, listing active promotions in the order in which they are
ranked.
2 To move a promotion down in the ranking, click .
3 To move a promotion up in the ranking, click .
To make a promotion inactive:
1 Browse to Marketing > Store Promotions > Configured. The Available Store
Promotions page appears, listing active promotions.
2 Select the promotion(s) you wish to inactivate and click Deactivate.
Field Help: Store Promotions
Basic Information
Field Description
Promotion Select which type of promotion should be applied first.
Hierarchy

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Gifts and Wrapping
Field Description
Gift shipments Indicate if you would like to offer gift shipments. This allows the
customer to send items purchased as gifts. They will be prompted for a
separate ship-to address and a personal message to be included with the
gift when checking out.
Gift Wrap Select this check box if you would like to offer gift wrapping service. If
the consumer chooses gift wrapping, a line item for gift wrap will be
added to the invoice, multiplying the gift-wrap fee by the number of line
items on the invoice. To offer multiple gift wrap options, create a
promotion for each type of gift wrap service you wish to offer.
Gift Wrap Price Enter the price you will charge for the gift wrap service.
Configuring Product Promotions
Product promotions are discounts that are applied to individual products. You may have up to
100 active promotions per product.
To define storewide promotions, see Configuring Storewide Promotions (page 228) for more
information.
To configure a product promotion:

more information.
2 Click the button for the product to which you wish to configure promotions.
The Promotion Information page appears.
3 Select the type of promotion you wish to apply by clicking the link in the Available
Promotions section.
Descriptions of each promotion are available in the Online Guide.
4 Enter the information in the Basic Information section. See Field Help: Store
Promotions (page 229) for more information.
Help for more information (by clicking ).
6 The Promotion Images and Text section is used to associate an image and text to be
used for the promotion in promotion panels on the storefront.
Banner Image/List Image: Browse to and select an image from your
computer or select from a list of uploaded promotion images. Promotion
images can be uploaded from Support > Upload Images. Banner images are
used for single-promotion panels that appear as banners on your storefront.
List images appear in promotion list panels where multiple promotions are
displayed in a single promotion panel. List images should ideally be smaller
than banner images.
Text: Specify promotional text for display in promotion panels.

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Refer to the online Field Help for information about individual fields.
7 Click Submit.
To configure a product attribute promotion:

more information.
2 Click the button for the product for which you wish to configure promotions at
the attribute level. The Product Attributes page appears.
3 Under Current Attributes, select the link of the attribute to which you wish to
assign a promotion. The Product Attributes Update page appears.
4 Click Promotions. The Promotion Information page appears.
5 Select the type of promotion you wish to apply by clicking the link in the Available
Promotions section.
Descriptions of each promotion are available in the Online Guide.
6 Enter the information in the Basic Information section. Refer to the online Field
8 In the Promotion Images and Text section, browse to or select images and enter text
to be used for the promotion. Refer to the online Field Help for information about
individual fields.
You need to use the appropriate SSML to display the promotional images and text on
your storefront.
9 Click Submit. You are returned to the Promotion Information page.

Highlighting promotions and cost savings can boost your sales and attract customers.
ProStores allows you to display cost savings on your storefront, shopping cart, and on the
invoice in either one of three display formats: amount off ($5 off), percent off (10% off), or
both. You can select the savings display format from Store Settings > General in the Other
Storefront Options section.
You can also turn on display of promotion discounts and savings on the shopping cart and
invoice. To display promotion savings on carts and invoices, go to Store Settings > General
> Shopping Cart and Checkout section and ensure that the Display promotion savings on
cart and invoice.
Saving discount percentages are calculated based on the difference between the total product
price, calculated after including any service charges (engraving etc.), surcharges, and other
discounts, and the final discount price. For example, if the product costs $25, the customer
opts to engrave the product for a price of $5, and then gets a $10 flat amount discount, the

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percentage savings is 33%. Percentage savings display also does not take into account any
savings on shipping and sales tax.
If there are multiple active promotions for a product, ProStores will apply them in the order in
which you have ranked them. By default, promotions are ranked in the order in which they
are created.
To change the ranking of product promotions:

more information.
2 Click the button for the product whose promotions you wish to rank. The
Promotion Information page appears, listing promotions in the order in which they
are ranked in the Active Promotions section.
3 To move a promotion down in the ranking, click .
4 To move a promotion up in the ranking, click .
To make a promotion inactive:
more information.
2 Click the button for the product whose promotions you wish to inactivate. The
Promotion Information page appears.
3 In the Active Promotions section, select the promotion(s) you wish to inactivate and
click Deactivate.
You can choose to display the savings on each product on the storefront based on the
promotions that you create. You can choose to either display the savings as an amount off,
percentage off, or both.
To configure the savings display format:

1 Browse to Store Settings > General.
2 In the Other Storefront Options section, select the Savings Display format of your
choice.
Advertising Schedules
Advertising Schedules
Advertising schedules facilitate the management of promotional advertisement displays on
your storefront. An advertising schedule consists of a group of promotions that you want to
advertise on the storefront. The promotion management features in ProStores allow you to
associate text and images to create attractive storefront advertisement displays. You can then
use the advertising schedules feature to queue individual promotions for display during
specific date ranges.
You can queue promotions for display before they are active on the store. This reduces the
time and effort required to personally oversee and manage promotional advertisement

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changes when individual promotions go live. Promotion advertisement displays can be active
for the full duration or a part of the duration of the promotion.
After you create a schedule, you must associate the schedule with an advertisement panel in
the Page Builder and add the panel to the desired storefront layout. Advertisements will not
display on the storefront till you associate a valid schedule with active promotions with an
advertisement display panel.
Example: Consider the advertising schedule, Primavera, which contains 3 promotions active
in your store from April through May: Springcleaning (4/1-4/30), Presummer (5/1-5/15), and
Welcome Sol (5/15-5/31). You can plan for and create this schedule well ahead of April,
group them in the Primavera schedule, specify a display schedule, and associate this schedule
with an advertisement display panel on a page layout.
Advertising Schedule Name: Primavera

Promotion Name Advertising Start Date Advertising End Date
Springcleaning 04/10/2010 04/20/2010
Presummer 05/1/2010 05/15/2010
Welcome Sol 05/15/2010 05/31/2010
Notice how the advertisement display dates are either the same as the promotion activity
period or contained within the promotion activity periods. As a built-in feature, the Page
Builder does not let you specify advertisement dates that lie outside the promotion activity
dates.
The Page Builder advertisement panels provide powerful features for the display of
advertisements on your storefront. You can choose to create an advertisement banner, a list of
advertisements, or use a browsable carousel to scroll through advertisements. You can choose
to create an advertisement display panel using either text, images, or both. The configuration
of advertisement displays on your storefront goes through the following stages:
3 Create one or more promotions. Promotions may be store, category, or product-level
promotions. You must explicitly specify start and end dates for the promotions. See
Sales and Promotions: Types for more information.
4 Create an advertising schedule using the promotions available in the store.
Instructions are available in the following section.
5 In Page Builder editor, launch the page you want to display the promotional
advertisement(s) on. See Manage Page Layouts for more information.
6 Add an advertisement single-item or list panel to the page. In the process of
configuring the panel, you will need to select and associate an advertising schedule
with the panel. You will also need to specify other display preferences, such as
whether or not to use images, the promotion code, etc.
7 If you do not have any schedules created in your store, you will be able to create a
schedule from the panel configuration screen as well. However, you will not be able
to make any changes or corrections to the schedule from the panel configuration
screen. Updates and corrections to existing advertising schedules are only allowed
from the Advertising Schedules Manager in Marketing > Promotions > Advertising.

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8 Save the changes made to the page. You can choose to preview your changes on the
storefront before you save the page.
Your advertisement displays should reflect immediately on the storefront page you added the
advertisement panel to.
To create an advertising schedule:

1 Browse to Marketing > Promotions > Advertising.
2 Click Create Schedule. The Create Advertising Schedule screen is displayed.
3 Enter a unique name for the advertising schedule. These names are required for
indicating an advertising schedule to be associated with a storefront advertisement
display panel.
4 Select and add promotions to the advertising schedule from the list of available
promotions. Use the promotion type list to filter and drill down to the specific
promotions that you are looking for. Click the Add ( )/Remove ( ) buttons to
move promotions in and out of the schedule. For more information, refer to Field
Help: Creat/Edit Schedules .
5 Enter the advertising start and end dates for each promotion in the schedule using the
calendar widgets.
Advertising dates can not fall outside the promotion activity date range. ProStores
will not allow you to save an advertising schedule that does not ensure date range
validity.
6 Save changes to your schedule. The schedule is displayed on the Advertising

Schedules page.
To edit an advertising schedule:
1 Browse to Marketing > Promotions > Advertising. A list of all advertising
schedules is displayed.
2 Click the name of the advertisings schedule you want to edit from the list of
schedules. The Edit Advertising Schedule screen is displayed.
3 Make the desired changes to the schedule. You can select and add promotions to the
advertising schedule from the list of available promotions. Use the promotion type
list to filter and drill down to the specific promotions that you are looking for. Click
the Add ( )/Remove ( ) buttons to move promotions in and out of the schedule.
You can also modify the name of the schedule. For more information, refer to Field
Help: Create/Edit Schedules .
4 Enter the advertising start and end dates for any new promotions in the schedule
using the calendar widgets.
Advertising dates can not fall outside the promotion activity date range. ProStores
will not allow you to save an advertising schedule that does not ensure date range
validity.

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5 Save changes to your schedule. The updated schedule is available from the
Advertising Schedules page.
To sort the schedules by name, click the Schedule Name column title.
To delete schedules, select them from the list of schedules and click Delete.

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Chapter 8: Managing Inventory
ProStores offers you real-time display and management features to help you track your
product inventory, including the ability to show quantity in stock to your customers and
notifying you when products are placed on backorder.
This chapter will describe inventory settings and options.
Setting Inventory Options

The first step in inventory management is to establish your inventory settings.
Setting Product Preferences

Product preferences allow you to define inventory, backorder, subscription, and electronic
download options.
To establish product preferences:

1 Browse to Store > Product Prefs. The Product Preferences page appears.
2 Select each of the inventory options you wish to utilize. See Product Preferences
Product Preferences
Inventory Preferences
Enable Inventory
Select this option to enable standard inventory features. Inventory tracking will decrement a
product from your store inventory when it is purchased.
When enabled, this option permits you to send notifications to your store buyer if a product is
low on inventory (see Setting Up Buyer Notifications (page 238) for more information).
If you disable (uncheck) this option after it has previously been enabled, backordered items
on current orders will be taken off backorder. (Advanced Edition only)
If you want to synchronize your eBay inventory with your ProStores store inventory, go to
the eBay Setup page (Product > eBay > Setup).
Serialized Inventory

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Select this option to if you want to automatically assign a serial number to a product at the
time a product is purchased. The serial number is taken from the pool of serial numbers to
ensure assigned numbers are unique.
Catalog Preferences
Out of Stock
Select this check box to hide products from the shopper when a product is out of stock.
Threshold Reached
Select this check box to hide products from the shopper when a product is low on inventory
(the threshold is reached). If no inventory threshold is entered for the product, the default
threshold is zero. The product threshold is defined in the Product Manager.
Backorder Preferences
Allow Backorders
Select this check box to ensure a product cannot be purchased if there are not enough
products in inventory. If a customer attempts to purchase more than is available, they will be
notified that there are not enough products available and will be allowed to adjust their order.
If you select “Do not allow backorders” after it was allowed, all current orders with
backordered items will be taken off backorder.
If you have multi-facing inventory enabled, We strongly recommend enabling “Do not allow
backorders”.
Display on Invoice
Select this check box to show backorder status on the invoice. The backorder status will be
displayed for each product line item that does not have enough inventory to fill the order. If
this option is enabled, then invoices that only have backordered items on them will not appear
in either of the Order Manager > Pending > Authorization lists.
Subscription Preferences
Members Only
When selected, you can limit certain categories to valid members. Valid members include
anyone who exists in your customer list (either having been added by you, or by customers
registering with your store or purchasing a product). If this check box is selected, a link to the
Member’s Only Catalog (Search) will be displayed on the Header or Footer template. See
Creating a Members-Only Area (page 111) for more information.
Select the Require Subscription Product to Enter check box if you wish to require your
customers to subscribe to the members-only area, and then enter the product number of the
store subscription product. See Setting Up a Store Subscription (page 112) for more
information. In this case, the only people who are considered valid members are those who
have purchased the store subscription.
Customer Options

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Select the subscription management options you wish to make available to your customers in
your storefront. These options allow your customers to cancel or renew their subscriptions
from your storefront.
Download/Electronic Fulfillment Preferences
When to allow downloads
If you are selling products that can be downloaded electronically (such as software), indicate
when you will allow customers to download the product. After Authorization means that the
product can be downloaded once the payment method is authorized. After funds capture
means that the money has been received, and the order has been marked as shipped. See
Supporting Downloadable Products (page 171) for more information.
Expected speed of product downloads
Select the connection speed that you expect most of your customers to be using. This helps
ProStores determine the length of time to allow for downloads.
Setting Up Buyer Notifications

Buyer Notifications allow you to notify your store Buyer when a product is low on inventory.
This notification occurs on a schedule determined by your Site Administrator, or can be run
on demand.
To set up Buyer Notifications:

1 On the Store Manager > Mail Preferences page, enter the store Buyer’s e-mail
address.
2 On the same page, select the Send buyer low inventory notifications check box.
3 On the Store Manager > Product Preferences page, select the Enable Inventory
check box.
To run the Buyer Notification service on demand:
1 On The Product Manager page, click the Low Inventory Products link. The Low
Inventory Products page appears.
2 At the end of the listing, select the Send Buyer Notifications check box. The Buyer
Notification service is started.
Assigning Inventory to Products

Once you’ve made your inventory settings, you’ll need to enter information into your product
profile to track inventory.
Setting Product Inventory

In order to take advantage of ProStores’ inventory features, you will need to enter certain
information into the product profile.

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To do so:
more information.
2 Locate the product in the list and click its link. The Product Information page
appears.
3 Click Update.
4 Enter the following information in the Inventory section.
♦ Quantity (can also be entered directly on the Product List page)
♦ Threshold
♦ Unit of Measure
♦ Cost
See Field Help: Products (page 155) for more information.
Serializing Product Inventory

This feature is only available if you have selected Enable Serialized Inventory on the Store
Use this feature to associate serial numbers with a product. Each product can have two unique
serial numbers associated with it. If you use serial numbers, you should ensure that there is a
serial number for each product in inventory.
When a product is purchased, serial numbers are taken using the first-in, first-out (FIFO)
method. If a serialized product is returned, its numbers are appended to the end of the list.
To add product serialized inventory:

more information.
2 Click the button for the product to which you wish to add serialized
inventories. The Product Serialized Inventory page appears.
3 Enter the serial number, and if desired, enter an optional second serial number. They
can contain any alphanumeric characters.
4 Click Submit to save your work. The information appears in the Current Serialized
Inventory list.
To delete product serialized inventory:
more information.
2 Click the button for the product whose serialized inventories you wish to
remove. The Product Serialized Inventory page appears.

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3 Under Current Serialized Inventory, select the check boxes of the inventory you
wish to delete.
4 Click Delete.
Tracking Inventory
ProStores provides you with several options for tracking inventory status and managing
backorders.
Checking Inventory Status

ProStores offers reports to show you the state of your inventory.
The Product Manager contains the following listings:

Low Inventory Products: Inventory is low for the products shown, as defined by
their threshold values. If the threshold is not set, a product will not appear on this list
until the inventory reaches zero. It is also possible for a product to be backordered
and not appear on this report because there is not enough product available to fulfill
an order, no inventory will be deducted and the order will move to backorder status.
Any remaining product will be available to fill new orders. To see a listing of the
information on a particular product, click the product name.
Backordered Products: These products are backordered. To remove a product from
backorder status, you must add sufficient inventory into the product quantity area of
the affected product.
The Order Manager allows you to view all orders that contain backordered products (Order
Manager | Pending | Backorders).
The Report Manager provides the Cost of Inventory report, which allows you to view the
total cost of inventory for each product (Report Manager | Inventory).
Managing Backorders
If you don’t have enough product inventory to fulfill an order:
From a customer support perspective:

If any item purchased cannot be filled by the quantity available, the entire order is
held until the backordered item(s) can be cleared. The affected order will show up in
the Orders Pending Backordered Items list.
When an item goes on “Backorder,” a message to that effect is included on any
notifications sent to the Buyer. This option is selected in Store Manager > Mail
Preferences.
From an inventory perspective:
The quantity will not be deducted from the available inventory, but will remain
available for other customers.
Product inventory is decremented only when the quantity available is enough to
fulfill the order for an individual product.

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Processing Backorders
Backordered items are products that have been ordered, but for which there is not enough
quantity in stock to fill the order.
To process an order that has backordered items:

1 Browse to Order > Pending > Backorders. Shown is a list of all customer orders
that include backordered items.
♦ To review an invoice, click the order date.
♦ To review the customer profile, click the customer’s name. You must have
user access to the Customer Manager to access this feature.
♦ To cancel any of these orders, select the appropriate check box and click
Cancel.
2 An order will stay on the list until enough product has been received to fill the entire
order. After the product information has been updated with the new quantity, the
order(s) will automatically move to the appropriate order status location.
To view a list of all backordered products, See Specialized Product Listings (page 129).
To remove a product from backorder status, see Maintaining Product Profiles (page 130).

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Chapter 9: Processing Orders
and Credits
Once a customer has purchased products in your store and confirmed an order, the order
cycles through several stages. This chapter describes each of those stages, and the tasks
required to complete to manage your orders.
Reviewing and Authorizing Orders

Once a customer purchases a product from your store, it moves through an authorization
process.
1 The order is checked for any backordered items. See Processing Backorders
(page 241) for more information. (Advanced Edition only) Advanced Mode
2 The order waits for payment authorization. See Authorizing Orders - Other Payment
Types (page 244), Authorizing Orders - Credit Cards (page 243), and PayPal Order
Process (page 243) for more information.
3 Up to this point, orders may be adjusted or canceled. See Adjusting an Invoice
(page 251) and Canceling Orders (page 247) for more information.
4 Finally, it waits for shipping approval. See Shipping Orders (page 245) for more
information.
Ensure Products are in Stock Authorize Payment

(Advanced Only) If you're using an online payment
If not, increase product quantity processor, this step is already taken care
of
Ship Package Order is Completed, and can no

If using supplier notifications, this will longer be adjusted
be tracked automatically
How an order is processed

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Authorizing Orders - Outstanding
Advanced Mode
If you have created outstanding orders using the Order Entry feature (orders that the customer
can pay and confirm through the storefront), you can review those orders here.
To authorize an order:
1 Browse to Order > Pending > Outstanding. Shown is a list of all customer orders
that have been entered, but have not been confirmed by the customer.
Cancel.
2 Once the customer has confirmed an order, it will move to the appropriate list
(Pending - Credit, Pending - Other, Ready for Shipping, etc.).
Authorizing Orders - Credit Cards

If you are processing credit card transactions offline, you will need to indicate if a customer’s
credit card has been verified using this feature. If you are processing credit cards using an
online payment processor, the system will manage this process automatically.
To manually authorize an order requiring credit card authorization:

1 Browse to Order > Pending > Auth - Credit. A list of all customer orders that
require authorization is displayed.
2 You can perform the following tasks on this page:
Cancel.
3 When credit card authorization has been received, authorize shipment by checking
the appropriate boxes and clicking Authorize. The order(s) will then move to the
Orders Ready for Shipping list.
PayPal Order Process

When PayPal is used as a Payment Method during checkout, the customer will be forwarded
to PayPal to complete the transaction when they click on the PayNow! button on the invoice.
Once they click on the Pay Now! button, an unauthorized order will be placed in your Auth -
PayPal queue in Pending Orders.

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To process PayPal orders:
1 If the payment process is completed and successful.
♦ The customer will be redirected back to your Invoice Confirmation page and
a notification will be sent to your store which will automatically move the
order to the Orders Ready For Shipping queue.
2 If the order is not completed or is unsuccessful.
♦ The order will remain in the Auth - PayPal queue until you resolve the issue
manually. If this occurs, you’ll want to review the process log by clicking on
the Payment Processor Details link on the invoice page. If there are no details
in the Payment Processor Detail log, then this means the customer has not
completed the transaction on PayPal’s site.
♦ If there’s a pending message in the Payment Processor Detail record, then
you should resolve the pending issue and then manually authorize the order.
See Authorizing Orders - Other Payment Types (page 244) for more
information.
3 If the order is assigned a status of fraud by PayPal.
♦ The order will remain in the Auth - PayPal queue till you resolve the issue
manually on PayPal and then approve the order on ProStores. Orders with a
status of fraud are those flagged by the Fraud Management Filters that you
create on PayPal. Fraud Management Filters check for payment
characteristics that may indicate fraudulent activity. You set up Fraud
Management Filters to provide additional control over payments so that you
can deny payments that are likely to result in fraudulent transactions and
accept only those payments that are not typically a problem. Fraud
Management Filters allow you to screen orders over a certain invoice
amount, from high risk countries, and with uncomfirmed addresses.
You must accept and deny payments for orders assigned a Fraud status
directly on PayPal. Marking these orders as approved will only move them to
the Ready for Shipping queue.
You must create your Fraud Management Filters before you can use this feature on
ProStores. PayPal accounts that were created before January, 2008 will not be able to
use Fraud Management Filters.
For more information on Fraud Management Filters, please refer to PayPal Fraud
Management Filters documentation.
4 If the order is canceled by the customer during the payment process on PayPal’s site.
♦ Notification will be sent to your store and the order will be canceled and
removed from the Auth - PayPal queue.
Authorizing Orders - Other Payment Types

If you allow payment by check or other non-credit card payment methods, you must verify
that payment has been received before the product can be authorized for shipping. See
PayPal Order Process (page 243) for more information regarding PayPal.

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To authorize an order:
1 Browse to Order > Pending > Auth - Other. Shown is a list of all customer orders
that require authorization.
2 You can perform the following tasks on this page:
Cancel.
3 When the payment information has been received, authorize the order by selecting
the appropriate boxes and clicking Authorize. The order(s) will then move to the
Orders Ready for Shipping list.
Shipping Orders
Once the payment method for an order has been authorized, it is ready for shipping. When
you have prepared an order for shipping, you will need to tell Merchant-Defined Shipper that
it has been shipped, so that the order can be marked as completed.
To ship an order:
1 Select the check box of each order that is ready to ship.
♦ Some shippers color-code the shipping method where blue=second day and
red=overnight.
2 Enter the Ship Dates and Shipper Number for each order being shipped.
3 If you are using a shipper other than/in addition to the Merchant-Defined Shipper,
click the Method link to configure and review your packing labels. See Packing
Labels (page 246) for more information. Advanced Mode
4 Click Mark As Shipped to notify shippers of the order.
5 Click the order date to display a Packing List in a new window that you can print and
send with your orders. You may also select one or more orders and click Print
Packing List to print multiple packing lists at the same time.
You may adjust the shipping date and shipper numbers after the order is completed
processing by viewing the invoice and clicking the Adjust Shipper Details link. See
The Invoice Page (page 250) for more information.
To search for ready-to-ship orders:

1 You can search for order invoices from the Shipping Manager using the invoice
number, customer last name, and order dates. See Shipping Manager for more
information.
2 You can search by invoices number directly from the Orders Ready for Shipping
page. To do this, enter the invoice number in the search text field and click Search.

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3 To search for order invoices by other parameters, click Advanced Search. See Field
Help: Shipping Manager Advanced Search for more information.
Printing Multiple Packing Lists

If you are using a browser that supports CSS Level 2 (such as Internet Explorer 4.0+ or
Netscape 7.0+), you can print multiple packing lists at one time. To do so:
1 Browse to Order > Ready for Shipping. The Orders Ready for Shipping page
appears. Orders ready for shipping are listed in the order they were received.
2 If you wish to print the packing lists with the Shipper Number on them, enter the
shipper numbers now.
3 There are two options for printing packing lists:
♦ To print selected packing lists, select the orders whose packing list you wish
to print and click Selected under Format for Printing.
♦ To print all packing lists, click All under Format for Printing.
4 The packing lists you have selected will appear. While each of the following packing
lists will not appear as separate pages in this window, they will print on separate
pages if your browser supports this feature.
5 To print, select Print from your browser’s File menu.
Some browsers print header and footer information at the top and bottom of each page. To
remove this information, change the Header and Footer settings in your browser’s Page
Setup dialog.
Packing Labels
If you are using a shipper other than/in addition to the Merchant-Defined Shipper that
supports the dynamic creation of shipping labels (such as Federal Express and UPS), the
Merchant-Defined Shipper will automatically generate packing labels that may be printed for
each box needed. Even if you have selected Total Product Weight as your order basis
(instead of Packing Algorithm), the packing algorithm will generate a list of containers and
labels for you to use as a starting point in packing your order.
All Shippers require that labels be printed using a laser printer. If you do not have a laser
printer, you cannot use this feature. In addition, international label generation is not supported
at this time. Please complete shipping paperwork for international packages manually.
Some shippers, such as UPS, require a ship-to phone number. To require your Customer to
provide a ship-to phone number on checkout, go to Store Manager > Payment Prefs, select
the Require ship-to phone number during checkout check box in the Credit Cards
(Merchant Account) section, and then click the Submit button.
To configure and review packing labels:

1 Browse to Order > Ready for Shipping. The Orders Ready for Shipping page
appears.

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2 Click the Method link. The Package Configuration page appears, with a list of
containers that the packing algorithm has identified for packing at the top of the page.
♦ To add another container, click Add. A new line appears in the Manage
Packages table. Enter the weight and ship date for that package.
♦ To remove a package, select its check box and click Remove. The package is
removed from the list.
3 To print packing labels, click Generate Labels. A window opens containing the
labels you will need to ship this order.
♦ While all of the labels will appear as a single page in this window, they will
print on separate pages if your browser supports this feature. Currently, this
feature is only supported by browsers that support CSS Level 2 (such as
Internet Explorer 4.0+ or Netscape 7.0+).
♦ Some browsers will print header and footer information at the top and bottom
of each page. To remove this information, please change the header and
footer settings in your browser’s Page Setup window.
Every time you define containers and generate labels, you are sending a transaction
to your shipper that will be billed to you. Therefore, if you regenerate the same set of
labels, you will be billed by your shipper. You can view generated labels in your
Store Data Area, “shiplabels” directory.
4 To continue printing, use your browser’s Print function.
Labels are stored as images in your Store Content Area, “shiplabels” directory, for up to two
days after the specified ship date. These can be viewed using the Server File Manager
(located in the Support Manager).
Canceling Orders
ProStores allows you to cancel orders while they are still pending. Once an order has been
marked as shipped, you can only delete it, or issue a credit against it.
To cancel an order:
1 Review orders. See Reviewing and Authorizing Orders (page 242) for more
information.
2 Select the check box of the order you wish to cancel.
3 Click Cancel Orders.

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Managing Subscriptions
Once a customer has purchased a subscription product, that subscription will automatically
generate invoices (which you can then process like any other order). However, you can also
manage the subscriptions themselves.
PayPal and WorldPay do not accept subscription payments.
To modify a subscription:
1 Browse to Order > Subscriptions. The Subscriptions Search page appears.
2 Enter your search criteria and click Search. To display a list of all subscriptions,
click Search without entering any criteria. The Subscriptions List appears.
3 Click the number link of the subscription you want to modify. The Subscription
4 Enter or edit the information. See Field Help: Subscription Information (page 249)
To renew a subscription:
3 Click the number link of the subscription you want to modify. The Subscription
4 Click Renew. The subscription is renewed.
To cancel a subscription (which retains the subscription information, but stops generating
invoices from this subscription):
3 Select the check boxes of the subscriptions you wish to cancel.
4 Click Cancel. The subscription is cancelled.
To delete a subscription (which removes the subscription information and stops generating
invoices for this subscription):
2 Enter your search criteria and click Search. To display a list of all subscriptions, just
click Search. The Subscriptions List appears.
3 Select the check boxes of the subscriptions you wish to delete.

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4 Click Delete. The subscription is deleted.
Field Help: Subscription Information
Basic Information
This section contains basic information regarding the purchased subscription. You may
modify the following fields .
Field Description
Price Enter the price you want to charge customers for the subscription.
Quantity Enter the quantity of the subscription purchased.
Additional Product Information
This section contains detailed information about the product. You can change the product
weight here.
Status
This section contains information such as the last invoice date, renewal date, etc. You can
modify the next date this subscription should be billed, and the expiration date of the
subscription.
Shipping Information
This section contains information regarding where the product will be shipped.
Payment Information
This section contains the customer’s payment information.
PayPay and WorldPay do not accept subscription payments.
Gifts
This section contains information regarding gift shipments.
Working with Invoices

The invoice is the statement of purchases and charges billed to a customer. This section
describes searching for and working with invoices.
Searching for Invoices

To view a list of invoices that are pending or need to be shipped:
Browse to Order > Pending: Credit (or Other) or, browse to Order > Ready for
Shipping: Standard (or Priority).
To view a list of invoices that have been completed (shipped):
1 Browse to Order > Completed Orders link.
2 Select a search type of Ship Date or Order Date.

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3 Select either Pre-defined Date Ranges or a Custom Date Range.
♦ If you select Pre-defined Date Range, select a range from the list.
♦ If you select Custom Date Range, enter the date range you wish to view.
4 Click Go. A list of completed orders fitting your criteria appears.
5 To view an order, click the invoice date.
To search for a specific invoice (pending or completed):
1 Browse to Order. The Order Manager page appears.
2 Under Search Options, in the View Order by Tracking or Invoice Number field,
enter the tracking or invoice number and click . The invoice appears.
The Invoice Page

From this page, you can format an invoice for printing, issue a credit, view payment
processor details, adjust an invoice, cancel an invoice, view all outstanding credits against an
invoice, adjust shipper details, delete an invoice, and view audit history.
If there is a shipper tracking number associated with the invoice (only occurs when using a
shipper other than the Merchant-Defined Shipper, and if shipping labels have been
generated), you can view the package tracking information by clicking the tracking number
link.
This requires that the following code be included on the Invoice template:
<ss:link source="$invoice.shipTrackNumber"> <ss:value
source="$invoice.shipTrackNumber.number" default=" "/>
</ss:link>
Link Availability Description
Printer Always Click to print the invoice. Another window will appear that
Friendly you can print.
Version
Payment Always If you are using an online payment processor, click to view
Processor detailed payment processor information related to the
Details current invoice.
Add Message Always Click to add a message or note for the customer.
to Customer
Adjust Pending Only Click to make an adjustment to this invoice. See Adjusting
Invoice an Invoice (page 251) for more information.
Adjust Pending Only Click to make advanced adjustments to this invoice.
Invoice Selecting this link will delete the current invoice and create
Advanced a new one using the Order Entry feature. See Entering
Orders Manually (page 257) for more information.
You cannot use the adjust invoice advanced feature when an
e-Gift Card was used as full or partial payment.

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Link Availability Description
Cancel Ready for Click to cancel the order.
Shipping Only
Issue Credit Completed Only Click to issue a credit toward this invoice. See Issuing a
Credit (page 255) for more information.
Credits Completed Only Click to view any credits against this invoice. A listing of all
Against This credits made against this invoice appears.
Invoice
View Invoice Completed Only If any product in this order was downloadable, click this link
Downloads to view the status of the customer’s download attempts.
Adjust Completed Only If any product in this order was downloadable, click this link
Invoice to adjust the number of times the product may be
Downloads downloaded. (Advanced Edition only)
Adjust Completed Only Click this link to view the ship date and current shipping
Shipper numbers, as well as to adjust the shipping date and shipper
Details numbers.
Delete Completed Only Click to delete the invoice (if a credit has been issued on this
Invoice invoice, you can not delete the invoice). You will be
prompted to confirm this action. Click Yes to delete the
invoice. An attempt will be made to credit the customer if
the original payment method supports credits. There will be
no credit applied on invoices paid with an e-Gift card.
Invoice Always Click to view all activity that has taken place for this
Audit invoice.
History
Order If the order has If your customers have purchased products with an Order
Extensions extensions Extensions template assigned to them, you can view the
order extensions information entered during checkout by
viewing the invoice, and then clicking the product name.
The Order Extensions form appears. (Advanced Edition
only)
Adjusting an Invoice
After an order is placed, you or the customer have the option to modify the order invoice
before the order ships. On the Adjust Invoice page, you may modify the following details as
long as the total billed amount decreases or remains the same:
Product Quantity
Price
Discount amount
Shipping method and charges
Any balance funds can be refunded to the customer account if your payment processor
supports a refund transaction. If not, you can also issue a store credit for the customer.

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If you anticipate that the invoice adjustment might increase the total billed amount, use the
Adjust Invoice Advanced link on the invoice page. See Advanced Invoice Adjustment .
You cannot use the adjust invoice advanced feature when an e-Gift Card was used as full or
partial payment.
To adjust an order invoice:

1 View a listing of ready to ship orders by browsing to Orders > Ready for Shipping.
2 Find the invoice you want to adjust. You may use the Search or Advanced Search
options to find the order invoice by invoice number, customer name, ship to name,
and so on.
3 Click the number of the invoice you wish to adjust. The Invoice page is displayed.
4 Click the Adjust Invoice link.
5 Update the invoice details you wish to edit. You may modify quantity, pricing,
discount, and/or shipping details as long as the total due does not exceed the initially
billed amount.
6 Click Recalculate to process the changes made to the invoice.
7 Click Submit when done.
8 You can also cancel your changes or reset the fields to the initial values by clicking
Cancel or Reset.
Splitting an Invoice
If a customer places an order that contains both in-stock items and backordered items,
ProStores lets you split the invoice into multiple invoices.
You cannot split an invoice when an e-Gift Card was used as full or partial payment.
If necessary, you can split an invoice more than once, and you can reduce the ship quantity in
the split invoice. You can also edit the shipping amount, but the shipping amount cannot
exceed the total shipping amount on the original invoice. The tax amount will reflect the
quantity shipped on the split invoice; it will not exceed the total tax for the original invoice.
All split invoices will display a split invoice notation. ProStores will apply any invoice
promotions or credits up to the amount of the invoice total. Any remaining balance will be
applied to the original invoice when the items ship.
You must be aware of what your payment processor allows. If you split an order, ProStores
processes the payment as usual. If you selected future fulfillment when you configured your
payment processor, you must make sure that the payment processor allows multiple captures
on one authorization. Otherwise, ProStores will try to process the payment, but the payment
request may fail if your payment processor rejects the request.
Payment Processing:
Processor preferences can be set to either immediate or future fulfillment.

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For immediate fulfillment, the payment processor authorizes, and ProStores captures, the full
amount of the order. Any split orders would not incur any charges.
A Federal Trade Commission (FTC) mail-order rule requires merchants to ship within thirty
(30) days of receipt of payment. If you cannot ship within that period, the FTC requires
merchants to notify the customer and provide a way for the customer to cancel the order.
For future fulfillment, the payment processor authorizes the initial invoice amount when the
customer confirms the invoice, and issues an authorization number for the full invoice
amount. For a split invoice, ProStores captures the split invoice amount. When the items on
the original invoice ship, ProStores will capture the invoice amount using the same
authorization number.
Some processors allow this; others do not. You must determine whether your payment
processor allows multiple captures on a single authorization in order to prevent payment
authorization errors.
The following definitions apply to invoice splitting:

Field Description
Original Invoice An invoice that has not been created by splitting from another invoice.
For example, the invoice as it appears when the customer confirms it is
an original invoice.
Split Invoice An invoice that was created by splitting an original invoice.
The following conditions must exist prior to invoice splitting:
The original invoice must contain backorders.
Inventory must be enabled.
Backorders must be allowed.
The original invoice must contain both in-stock and backordered items.
The following restrictions govern invoice splitting:
The original invoice cannot use the following payment methods:
PayPal Standard
WorldPay
Electronic Check
You cannot split a split invoice.
You cannot split an invoice for which you have sent a supplier notification.
You cannot advance adjust a split invoice.
To split an invoice:
1 Navigate to Order > Pending Orders > Backorders. The Orders Pending:
Backordered Items page opens.
2 Click the link in the Date column of the invoice you wish to split. The invoice
appears.
3 Select the Split Invoice link.
4 (Optional) Enter the revised quantity (decrease only) for each product, or a revised
shipping amount, and then click the Update Quantities button.

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5 Click the Submit button. A success message indicates the invoice numbers of the
original invoice and of the split invoice.
Viewing Invoice Audit History

You can view all activity that has taken place for this invoice.
To do so:
1 View a listing of orders. See Searching for Invoices (page 249) for more information.
2 Click the number of the invoice whose history you wish to view. The invoice
appears.
3 Select the Invoice Audit History link. The Invoice Audit History page appears.
Printing Invoices
If you like, you can print an invoice without any of the ProStores Store Administration
navigation and headings.
To do so:
2 Click the number of the invoice that you wish to print. The invoice appears.
3 Select the Printer Friendly Version link. The invoice appears in a new browser
window, using the format defined in the Invoice - Print template.
Viewing Payment Processor Details

If you are using an online payment processor, you can view detailed payment processor
information related to the current invoice, including the transaction date and ID, authorization
codes, AVS code and reference code.
To do so:
2 Click the number of the invoice whose details you wish to view. The invoice appears.
3 Select the Payment Processor Details link. The Payment Processor Details page
appears.
Managing Credits
ProStores allows you to issue credits toward a customer’s purchase.
In addition, you can apply a store credit to a customer. See Applying a Store Credit
(page 256) for more information. (Advanced Edition only)

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Issuing Credits Against Invoices
Credits against invoices are credits applied toward a particular purchase.
Issuing a Credit
Credits can only be issued against completed orders and you cannot issue a credit when an e-
Gift Card was used as full or partial payment.
To issue a credit:
1 View a listing of invoices. See Searching for Invoices (page 249) for more
information.
2 Click the date to open the invoice.
3 Click Issue Credit at the bottom of the page. The Issue Credit page appears.
4 Select the items you wish to credit, and if necessary, enter the information for the
credit. See Field Help: Issuing a Credit (page 255) for more information.
You can also create store credits. For more information, see Applying a Store Credit
(page 256). (Advanced Edition only)
Field Help: Issuing a Credit

Apply Credit
You cannot issue a credit when an e-Gift Card was used as full or partial payment.
Field Description
Line Item Credit To issue a credit for a line item, leave this check box selected. If this
item is not being credited, clear the check box.
Discount Credit To reduce the credit amount by any discounts you may have offered,
select the Reduce the credit amount by option. By default this option
deducts the total discount offered on all the items in the invoice, even if
you issue a credit for only line item. However, ProStores allows you to
change the amount to be reduced from the issued credit by entering a
value in proportion to the line item credits or based on your discretion.
Shipping Select this check box to credit shipping charges. You may also choose to
credit partial shipping charges by entering a different amount. The
default is to not credit shipping charges.
Inventory (Advanced Edition only) Select this check box to return products to
inventory. This is optional since you may be returning the items to the
manufacturer. When serialized products are returned to inventory, the
last serial number on the invoice will be replaced first, with others
following in that order if applicable.
Store Credit (Advanced Edition only) Select this check box to issue a store credit,
rather than issue the credit toward a method of payment.
Credit Note Enter any text you would like to appear as a note on the credit.

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Viewing Credits
To view a list of customer credits:
1 Browse to Order > Credits. The Credits page appears.
2 Choose either the Predefined Date Ranges or Custom Date Range option by
clicking the appropriate button. You may choose to search by order date or ship date.
3 Choose a predefined date range or enter a custom date range.
4 Click Go. The Credits List appears.
♦ To review the credit, click the credit date.
♦ To review the invoice, click the invoice number.
Viewing Credits Against a Specific Invoice

To view credits made against an invoice:
1 Browse to Order. The Order Manager page appears.
2 Search for the completed order whose invoice you wish to view. See Searching for
Invoices (page 249) for more information.
3 Click Credits Against This Invoice: click to view any credits against this invoice. A
listing of all credits made against this invoice appears.
♦ To view the credit issued, click the date. From the credit page, you have the
option to view the affected invoice by clicking the invoice number.
♦ To view the affected invoice, click the invoice number.
♦ To view the Customer Profile, click the customer name. You must have user
access to the Customer Manager to access this feature.
Applying a Store Credit

Store Credit can be given outside of crediting an invoice by using this feature. An example
would be if you are a used CD store and you give store credit when someone sells a CD to
you. Another use would be to give new customers a credit for visiting your store.
When a customer with store credit makes a purchase, the store credit is applied on the total
amount of the order and the store credit balance is decremented. The amount used appears on
the invoice.
To issue a store credit:

1 View a listing of your customers. See Viewing Customers (page 271) for more
information.

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2 Click the customer name. The Store Credit page appears, displaying basic
information about the customer and the current store credit balance for the customer.
3 Enter the amount of credit you want to give in Store Credit to Apply. To take away
credit, enter a negative amount in the following format: ($1,234.56).
4 Enter any text you would like to appear as a note on the credit in Credit Note.
You can also apply credit to a specific invoice. See Issuing a Credit (page 255) for more
information.
Viewing Store Credits

To view store credits:

1 Browse to Customer. The Customer Manager page appears.
2 In the Store Credit field, type the starting characters of the customer’s name and
click .
To list all customers, click without entering any characters. The Store Credit list
appears. Store Credits appear in the Credits column of the list
Entering Orders Manually

Typically, orders are created when customers buy products using your online store. However,
ProStores allows you to manually enter orders in Store Administration. This is useful if you
want to track orders for your brick and mortar store, or track telephone orders.
To enter orders in Store Administration.

1 Browse to Order > Order Entry. The Order Entry - Customer Search page appears.
2 Select the type of order you wish to create.
♦ Create a completed/paid invoices creates a standard invoice for which
payment information will be collected/entered now.
♦ Create an outstanding invoice to be paid online creates a “pending”
invoice, for which the customer will enter payment information in the
Customer Service, Account History area of the storefront.
3 Select a method for searching. You can search by last name, company or customer
number.
You may also add a customer at this time. To do so, click the Add Customer link.

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4 Enter your customer search criteria and click Go. A list of all customers matching
your search criteria appears.
5 Select the name of the customer for whom you wish to enter an order. The Order
Entry page appears.
6 Enter the information for each section. See the following for more information:
♦ Adding Products to an Order (page 258)
♦ Updating Address Information (page 259)
♦ Updating Payment Information (page 259)
♦ Updating Order Detail (page 259)
7 When you’re finished entering the order, click Confirm Order. The Invoice/Receipt
appears.
8 To edit the shipping information, select an option from the Shipping list, and click
Change.
9 Click Confirm. The order is saved, and an Order Confirmation page appears. If the
WorldPay payment option has been enabled by the Site Administrator, and the
customer has selected that option, click Pay Now at WorldPay to continue with
processing the payment.
Adding Products to an Order

To add products to an order by SKU:
1 On the Create Order page, enter the SKU in the Add Product By SKU field and
click .
2 To add a e-Gift Card, click and fill out the e-Gift Card information and click
Submit.
3 If the product has any attributes, a Product Detail page will appear. Enter the detail
information and click Submit.
4 The product is added to the Line Item Detail table.
To add products to an order by searching for them:
1 On the Create Order page, click the Add Product by Searching button. The
Advanced Search page appears.
2 Enter the search criteria for the product and click Search. A list of all matching
products will appear.
♦ If the product you wish to add has no attributes, enter the product quantity
and click Submit.
♦ If the product does have attributes or custom options, click the product name.
The Order Entry - Add Product with Attributes page appears. Enter the detail
information and click Submit. You are returned to the Order Entry page.
3 The product has been added to the product table

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To change product quantities after they have been added to the products table:
Enter the new quantity for the product and click Change. The quantity is updated.
Updating Address Information

To update manually entered order address information:
1 Under Address Information, click to Update. The Order Entry - Update Address
page appears.
2 Enter or edit the payment and ship to addresses.
3 If necessary, enter a message to include when shipping the order in the Ship To
section.
4 Click Submit when done. You will be returned to the Order Entry page.
Updating Payment Information

To update an order’s payment information:
1 Under Payment Information, click Update. The Order Entry - Update Customer
Payment Information page appears.
2 Select a payment method, and enter any detail information for the method to be used
for this order. To update the credit card number, select Update Credit Card, click
Update Payment and enter the number.
3 Click Update Payment when done. You will be returned to the Order Entry page.
Updating Order Detail

To update an order’s detail information:
1 Under Order Detail, enter or edit the information. See Field Help: Order Detail
2 Click Submit when done. The information will be saved, and you will remain on the
Order Entry page.
Field Help: Order Detail
Products
Field Description
Add Products - By Click to search and add product using details other than the product
Searching SKU.
Add Products - By Enter product SKU and click to add products to the invoice by SKU.
SKU
Quantity Enter product quantity.
SKU Unique identifier associated with a product. This detail can only be
changed by editing the product detail.
Description Short description of the product. This detail can only be changed by

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Field Description
editing the product detail.
Total Indicates the total cost per line item depending on the price and quantity
specified on invoice.
Subtotal Total cost of products without any applied discount, shipping, or tax.
Discount Enter any discount amount you would like to offer to the customer.
Standard Shipping Applicable shipping cost calculated automatically based on store and
product shipping preferences.
Override Shipping Click to override or modify the calculated shipping cost.
Sales Tax Applicable sales tax calculated automatically based on store preferences
and settings.
Total Total calculated cost to customer.
Store Credit Any store credit deducted from the current invoice from the calculated
total cost.
Total Due Final billable cost to customer after using store credit on the total
calculated cost.
Recalculate Click to update the invoice total dues and other calculated totals when
you make any additions or changes to the invoice.
Address Information
This section is automatically populated with information stored on the customer profile. To
add or update the billing or shipping address, click Update.
Billing Information
This section is automatically populated with information stored on the customer profile. To
add or update the billing information, click Update.
Order Detail
Field Description
Order Type Select Create a completed/paid invoices to create a standard invoice
for which payment information will be collected/entered now. Select
Create an outstanding invoice to be paid online to create a “pending”
invoice, for which the customer will enter payment information in the
Customer Service, Account History area of the storefront.
Note Enter any notes for the invoices.
Promotion Code If this order is utilizing a promotion, enter its code here.
Gift Wrap If this order is to be gift wrapped, select this check box.
Purchase for Resale If the customer intends to purchase this product for resale, select this
check box. The customer must have a resale number entered in their
Customer Profile.
Sales Person If necessary, assign a sales person to this order using the list.
Submit Click to apply the promotion code.
Continue Click to continue processing the invoice.
Cancel Click to cancel the invoice creation. This will delete all the data
contained on this invoice, and you will have to create a new invoice
from the beginning.

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Field Description
Reset Resets the shipping and discount information on the order entry page.
Exporting Orders
Exporting orders creates a comma separated (.csv) ASCII file of your data that can be
imported into desktop applications such as Excel and Access.
To export your orders:

1 Browse to Order > Export. The Export page appears.
2 Select Orders from the list.
3 Select a target platform from the list.
4 Click Export. A filter page appears.
5 To filter the export by the date the order was created, select a pre-defined date range,
or enter a custom date range. If you do not wish to limit your export by date, select a
pre-defined date range of “All”.
6 The Export Results page appears.
7 To view the status of the export, click the Review Export Status link.
8 When the export is complete, click the “click here” link to view the log and
download the file to your computer.

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Chapter 10: Managing the Supply
Chain
The Suppliers option allows you to manage your supply chain. Use it to associate products to
suppliers, manage orders and communicate with suppliers.
Maintaining Supplier Profiles

Use this feature to add or update a supplier.
To add a supplier:
1 Browse to Product > Suppliers. The Suppliers page appears.
2 Browse to Add Supplier. The Add Supplier page appears.
3 Enter the information in each field. See Field Help: Add Supplier (page 262) for
more information.
To update a supplier:
1 View a listing of your suppliers. See Viewing Suppliers (page 264) for more
information.
2 Select the supplier you wish to update. The Supplier Profile page appears.
3 Edit the information in each field. See Field Help: Add Supplier (page 262) for more
information.
To delete a supplier:
1 View a listing of your suppliers. See Viewing Suppliers (page 264) for more
information.
2 Select the check boxes of the supplier(s) you wish to delete.
3 Click Delete. The suppliers are removed from the list.
Field Help: Add Supplier
Basic Information
Enter the following address information for this supplier. Fields with an asterisk (*) are
required;
Supplier
Supplier Company name.

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Contact
Contact or salesperson’s name.
Street
Company street address.
Street 2
Additional address information (e.g. suite number, mail stop, etc.) may be entered. here.
City
Company city location.
State/Province
Company state or province location.
Postal Code
Company ZIP or postal code.
Country
Company country location.
Phone
Primary company telephone number.
Fax
Company fax number where orders will be sent.
E-mail
Company e-mail address where orders will be sent.

Notification Options
Field Description
Method (Advanced Edition, Supplier Connect module only) If you do not want to
notify this supplier, choose None. If you select Fax, and your Site
Administrator has enabled Faxaway accounts, enter the registered
Faxaway account on the Supplier General Preferences page.
Group By (Advanced Edition, Supplier Connect module only) If a supplier is set to
be notified by e-mail or fax, the Group By option should be set to By
Order. If they are set to be notified by Download, the Group By option
should be set to “All.”
Template (Advanced Edition, Supplier Connect module only) Select the template
to use when creating the fax, e-mail or download file. A template must
be chosen if you select any notification method.

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Field Description
Mark as shipped (Advanced Edition, Supplier Connect module only) Depending upon
your agreement with your supplier, you may choose to have an order
marked “shipped” immediately upon notification. If so, select this check
box.
Viewing Suppliers
To view a list of suppliers:
Browse to Product > Suppliers > List. The Supplier’s List page appears.
Or...
2 Under Search Options, in the Suppliers field, type the starting characters of the
supplier’s name and click .
To list all suppliers, click without entering any characters. The Supplier’s List
page appears.
Communicating with Suppliers

(Advanced Edition, Supplier Connect module only) Advanced Mode
The Supplier Communications option allows you to manage your supply chain electronically.
Supplier Communications Overview

The Supplier Communications process works as follows:
1 Suppliers are created in the Product Manager. See Maintaining Supplier Profiles
2 Suppliers are then assigned to products in the Product Manager. See Maintaining
Product Profiles (page 130) for more information.
3 If you will be receiving supplier confirmations using e-mail or fax, set the
appropriate mail or fax settings in Supplier General Preferences. See Supplier
General Preferences (page 266) for more information.
4 The customer purchases products from the store.
5 The customer’s order is authorized and placed in a “ready for shipping” status.
6 Suppliers are notified automatically that orders have been placed that need to be
filled by the supplier. The method of notification is selected in the supplier’s profile.

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♦ You can check with your service provider to determine the frequency with
which the Supplier Notification service is run. If you need to run it manually,
see Running Supplier Communications (page 267) for more information.
♦ If your supplier is using the download method, they will FTP to your server,
switch to the “download” directory, and download the supplier files.
7 Upon filling the order, the supplier will either send an e-mail or file to your store with
the shipping information. See Supplier Confirmation Files (page 268) for more
information.
8 When the Supplier Confirmations service is run, the database is updated with that
information.
♦ If an order did not have any action taken by a supplier, it will appear in the
Order > Pending > By Supplier list.
♦ If only a portion of any particular product in an order was shipped by the
supplier, it will appear in the Order > Pending > Partial Shipments list.
♦ If all items in an order were shipped, the order will be marked as complete.
♦ If there are multiple suppliers per invoice, only the last received shipping
tracking number with that invoice will be saved. To view the supplier and
shipping information for each confirmation, you can download and review
the archive files using the Support Manager > File Management tool - the
files are located in the Store Data Area/suppliers/incoming/archive/ directory.
9 If you have opted to send the customer shipping confirmations, the customer will
receive an e-mail for each supplier whose products they ordered.

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Run Supplier Notifications -
tells the supplier an order
Supplier receives notice needs to be fulfilled
of order, fulfills order,
and sends electronici
notification back to
merchant
If the supplier did not

complete the order, it is
listed in Pending Orders
by Supplier
Run Supplier Notifications - tells
the merchant which orders have
been fulfilled
If the supplier only

shipped part of a line
item, it is listed in
Pending Partial
Shipments
If the supplier did complete the

order, it is marked as shipped
and the order is completed
Understanding Supplier Communications
Supplier General Preferences

This feature allows you to set up the appropriate mail and fax preferences so that you can
send and receive Supplier confirmations.
To set supplier general preferences:

1 Browse to Product > Suppliers > Preferences.
2 Enter the information in each field. See Field Help: Supplier General Preferences
Field Help: Supplier General Preferences
Incoming Mail Preferences
Please contact your Site Administrator for help in setting up your POP account.

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Field Description
Mail Server Enter the POP server you use to receive supplier confirmation e-mails.
E-mail Account Enter the e-mail address that is set up to receive supplier confirmations.
Password Enter the password for the e-mail account that receives supplier
confirmations.
Server Port Enter the mail port for the server you use to receive POP e-mail (defaults
to port 110).
Fax Information
Field Description
Registered . Enter the name of registered Faxaway Email account.
Faxaway Email
Account
Running Supplier Communications

These services may be scheduled to run automatically. Contact your Site Administrator for
more information.
Send Notifications takes the information regarding orders, and sends that information to your
suppliers.
To manually run supplier notifications:

2 Under Run Supplier Communications, click the Send Notifications button.
♦ If a supplier’s profile has a notification method of E-mail, the notifications
will be sent to the e-mail address specified in the supplier’s profile.
♦ If a supplier’s profile has a notification method of Fax, the notifications will
be faxed to the Fax number specified in the supplier’s profile. You must set
up your Supplier General Preferences to support Faxaway.
♦ If a supplier’s profile has a notification method of Download, the
notifications will be exported to your Store Data Area/Suppliers/Download/
directory.
♦ By default, the Supplier EDI 850 template supports one “segment” in the
inner <ss:foreach> loop. If you modify the template to support more than one
segment, you will need to modify the parameter in the "<ss:eval
source="$detailCount.set($detailCount.multiply(1))"/> tag to reflect the
number of segments.
Receive Notifications takes the information you have received from your suppliers in e-mail
or download format, and updates the database with that information.
Before running Receive Supplier Confirmations, you should have either set up an e-mail
account in Supplier General Preferences, or you should have copied any download files you
have received from your suppliers to the /suppliers/incoming/ directory (in your Store Data
Area).

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To update your database with supplier confirmations:
2 Under Run Supplier Communications, click the Receive Notifications button.
The service is started, updating the database with the information submitted by your
suppliers.
Supplier Confirmation Files

Supplier confirmations must be submitted in a comma-delimited file with Header (H) and
Detail (D) records. The format is as follows:
"H",customer number,invoice number,
supplier invoice number,"shipper number",
"ship via","ship date" (mm/dd/yyyy format),
invoice total ($0.00 format)
"D",customer number,invoice number,

supplier invoice number,"ship via","ship date"
(mm/dd/yyyy format),invoice total ($0.00 format),
"sku","qty ordered","qty shipped",price ($0.00 format)
"D", ...
"D", ...
There can be multiple header records (with corresponding detail records) per file.
Suppliers can submit these files using one of the following methods:
They may be uploaded using FTP to your store’s Store Data Area,
/suppliers/incoming/ directory.
They may be e-mailed to your store. If you wish to receive supplier confirmations via
a Post Office Protocol (POP) Server, you will need to set up the appropriate
preferences. See Supplier General Preferences (page 266) for more information.
Viewing Pending Orders by Supplier

You can view a list of pending customer orders broken out by supplier. The list defaults to
show all suppliers, but you can select any supplier from the list. For each supplier, the reason
the order is pending is shown.
To view orders by supplier:

1 Browse to Order > Pending Orders > By Supplier. The report appears.
2 To review an invoice, click the order date. Please note that only line items for the
specific supplier are shown.
3 To review the customer profile, click the customer’s name. You must have
authorization to access the Customer Manager to utilize this feature.
4 To mark an order as shipped, select the Status check box and click Ship Marked
Suppliers

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“Partial Shipments” are those orders where a supplier has shipped a portion of a single line
item. For example, if an order contains 5 of Product A, and the supplier only ships 2, the
order will appear as “partially shipped”.
To view orders that have shipped with partial shipments:

1 Browse to Order > Pending > Partial Shipments link.
2 To review an invoice, click the order date. See The Invoice Page (page 250) for more
information.
3 To review the customer profile, click the customer’s name. You must have
authorization to access the Customer Manager to utilize this feature.
4 To mark an order as shipped, select the check box, enter the ship date, and click
Ship.
Partial shipments only occur in stores where Supplier Notifications and Confirmations are
run.
Troubleshooting Supplier Communications

If you are having trouble with supplier communications, check for the following:
Either check to see that the Supplier Notification service has been run (in Store
Administration), or check with your Site Administrator to see that the service has
been run.
Did a user ship the orders in the administration area before the Supplier Notification
was run? Supplier notification only runs for orders marked as “Ready for Shipping.”
Check all products to ensure that they are associated with a supplier.
For each supplier, check the Notification options. If a supplier is set to be notified by
e-mail or fax, the Group By option should be set to By Order. If they are set to be
notified by Download, the Group By option should be set to “All.”
Do you have unique SKU’s for all your products? The product SKU is used to match
a supplier to an order, and if multiple products within an order share the same SKU,
the confirmation will not be processed. If this is the case, the following error will
appear in the errors_in.txt file (which can be viewed using the File Manager, Store
Data Area/suppliers/incoming directory):
Jun 19, 2003 conf_20030619215822.txt: Supplier could not be
determined from the confirmation detail record
Record Keys - D,2,8,1
The second to the last string (in this example, “8”) is the order number that will need
to marked as shipped manually.

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Chapter 11: Working with
Customers
Your customer list contains the names of those who have previously shopped or registered at
your store, as well as names you add yourself. By keeping your customer list up to date, you
can target sales to those customers, offer special pricing to groups of customers, and view
their order history.
This chapter will cover maintenance of customer profiles, working with customer groups, and
viewing customer information. (Advanced Edition only)
Defining Customer Custom Fields

You can assign a title to each of the eight custom text fields that are associated with each
customer. These titles will be shown in the customer profile. They can also be added to
certain templates so that you can gather additional information from your customers, or
display information regarding their account.
These fields should be set up before adding customers to your database.
To set up customer custom fields:

1 Browse to Customer > Custom Fields. The Customer Custom Fields page appears.
2 If you want these fields to appear in the storefront (to collect customer information),
select the Show Custom Fields check box. This will cause any custom fields that
you define to appear on the Checkout New Customer and Register templates. If they
do not appear, enter the code displayed below on those templates.
3 Enter titles for each of the custom fields you wish to use.
<ss:if test="$store.isFeatureEnabled('ShowCustomerCustomFields')">
<table>
<ss:if test="$store.customers.customLabel1">
<tr valign=top>
<td><ss:value source="$store.customers.customLabel1"/>:</td>
<td><ss:edit source="$customer.customText1" size="30"/></td>
</tr>
</ss:if>
<ss:if test="$store.customers.customLabel2">
<tr valign=top>
<td><ss:value source="$store.customers.customLabel2"/>:</td>
<td><ss:edit source="$customer.customText2" size="30"/></td>
</tr>
</ss:if>
</table>
</ss:if>

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Viewing Customers
To view a list of customers:
Browse to Customer > List. A list of all customers will be displayed.
To search for a customer:
2 Under Search Options, type any characters that ProStores should look for within
your selected search criteria (see below) and click .
♦ The default search criteria is to search using the By Last Name option.
♦ To search by the customer’s e-mail address, select By E-mail.
♦ To search by the customer’s company, select By Company.
To list all customers, click without entering any characters.
3 A list matching your search criteria appears. For example:

♦ If you entered “son”, and searched by last name, customers with the last
names of “Johnson”, “Thomasonville” and “Sontino” would be returned.
♦ If you entered “adomain”, and searched by e-mail, customers with e-mail
addresses of “jane@adomain.com” and “joe@adomain.net” would be
returned.
To search by customer number:
2 Under Search Options, enter the customer number in the Go Direct field and
click .
Maintaining Customer Profiles

The customer profile is where customer information can be added and updated.
You can also import information for multiple customers using the Import/Export feature. See
Exporting Tables (page 280) and Importing Tables (page 281) for more information.
Mall participants can only edit demographic information if the Mall store has enabled that
option. Please see your Site Administrator for more information.
To add a customer:
1 Browse to Customer > Add. The Add Customer page appears.
2 Enter the information in each field. See Field Help: Customer Profile (page 272) for
more information.

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To update a customer profile:
information.
2 Click the link of the customer you wish to update.
3 Edit the information in each field. See Field Help: Customer Profile (page 272) for
more information.
4 If you made changes to the customer’s payment information, and wish to apply those
changes to all of the customer’s active subscriptions, select the Apply payment
changes to the customer’s active subscriptions check box. (Advanced Edition only)
To delete a customer:
information.
2 Click the link of the customer you wish to delete. The Customer Profile page appears.
3 Click Delete. A confirmation page is shown confirming that this is the customer you
want to delete.
4 Click Yes to delete the profile. If you do not wish to delete this profile, click No.
A customer profile cannot be deleted if there are any invoices associated with the customer.
You must first cancel any pending orders or delete the completed orders before you can
delete the customer. You can delete all orders using the Store Manager > Maintenance
feature, or individually by searching for an invoice and deleting it.
Field Help: Customer Profile
Mall stores can only see and edit demographic information. Mall Stores will not display
credit or order information on this page. Stores participating in malls can only edit the
payment and store limit fields.
Basic Information
Field Description
Demographic Enter the customer’s name, password, address and phone number and e-
Information mail information. The following fields are required: First Name, Last
Name and E-Mail.
You can only change the customer’s password, you cannot view it. If left
blank, the password is not changed.
If you are using the UPS shipper, and enter a Company name, UPS will
calculate a commercial rate instead of a residential rate. If no company
name exists, UPS will charge a residential rate.
Order Limit (Advanced Edition only) Enter the customer order limit. This field will

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Field Description
override the store order limit.
Custom Information
Enter up to eight additional types of customer information. Custom field titles are defined on
the Customer Manager Custom Fields page. (Advanced Edition only) Advanced Mode
Payment Information
Select the type of payment the customer is using.
If you made changes to the customer’s payment information, and wish to apply those changes
to all of the customer’s active subscriptions, select the Apply payment changes to the
customer’s active subscriptions check box. (Advanced Edition only)
If the Store Manager > Payment Preferences > Require customer’s country to match store
country check box is selected, and the customer’s country does not match the store country,
no information will appear here.
Other Information
Field Description
Customer Group (Advanced Edition, Customer Plus module only) If this customer is a
part of a group that has already been defined, select that group from the
list. See Customer Groups (page 275) for more information.
Sales Person (Advanced Edition, Sales Manager module only) Select the customer’s
sales person from the list. The default is None.
Resale Number . If a customer is a reseller for your products, enter the customer’s resale
number. If a resale number is on file and the customer indicates at the
time of purchase that the product is for resale, no tax will be calculated.
To allow the customer to indicate that a purchase is for resale, add the
following tags to the Checkout and Checkout New Customer templates:
The code to collect the resale number may only be added to multi-page
checkout templates. This feature is not supported on the one-page
checkout template.
<ss:checkbox source="resale"/><ss:edit source="$customer.resale"/>.
If you plan to use the streamlined version of the multi-page checkout

flow, you must add the following code snippet to the Customer Checkout
- Combined Addresses template instead:
<b>Resale Information:</b><br/>
<ss:if test="$customer.isLoggedIn() ==
'false'">
<div>
<span class="note">This is for
resale:</span>
<ss:checkbox source="resale"/><br/>
<span class="note">Resale
Number:</span>
<ss:edit source="$customer.resale"/>
</div>

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Field Description
<ss:else/>
<div>
resale:</span>
</div>
</ss:if>
Resale Number .
If a customer is a reseller for your products, enter the customer’s resale
number. If a resale number is on file and the customer indicates at the
time of purchase that the product is for resale, no tax will be calculated.
To allow the customer to indicate that their purchase is for resale and to
collect the resale number information during checkout, add the following
code to the Guest Checkout and Customer Checkout templates:
<b>Resale Information:</b><br/>
<ss:if test="$customer.isLoggedIn() ==
'false'">
<div>
resale:</span>
<span class="note">Resale Number:</span>
<ss:edit source="$customer.resale"/>
</div>
<ss:else/>
<div>
resale:</span><ss:checkbox source="resale"/><br/>
</div>
</ss:if>
The code to collect the resale number may only be added to multi-page
checkout templates. This feature is not supported on the one-page
checkout template.
Authorization (Advanced Edition only) Select this check box if this customer is
allowed to purchase products requiring special authorization.
Viewing Customer Order and Product History

This feature allows you to view all orders placed by the selected customer. The list shows the
invoice date, activity (credit, sale), invoice number, invoice total and status (ordered, shipped,
etc.).
To view a customer’s order history:

information.
2 Click the customer’s order history link. The Customer History page appears.

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3 To view a list of all products ordered by the customer, click the Customer Product
History link. The Customer Product History page appears.
Customer Groups
(Advanced Edition, Customer Plus module only)
Customer Groups are used to allow you to apply discounts across groups of customers.
Maintaining Customer Groups

Advanced Mode
To create a list of customer groups:

Browse to Customer > Groups. A list of all customer groups will be displayed.
Or...
2 In the Customer Groups field, type the starting characters of the customer group
name and click .
To list all customer groups, click without entering any characters.

To add a customer group:
1 Browse to Customer > Groups. The Customer Groups page appears.
2 Click the Add Customer Group link. The Add Customer Group page appears.
3 Enter the information in each field. See Field Help: Customer Groups (page 276) for
more information.
To update a customer group:
1 View a listing of your customer groups. See View Groups (page 123) for more
information.
2 Click the customer group you wish to edit. The Customer Group Profile page
appears.
3 Enter the information in each field. See Field Help: Customer Groups (page 276) for
more information.
To delete a customer group:
1 View a listing of your customer groups. See View Groups (page 123) for more
information.

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2 Click the customer group you wish to delete. The Customer Group Profile page
appears.
3 Click Delete. The group is deleted.
Field Help: Customer Groups
Group Information
Field Description
Group Enter a name for the group.
Description Enter a description for the group.
Discount Information
Field Description
No Discount Select this option if this group is not eligible for special discounts.
Percent Discount Select this option if this group is eligible for a discount as a percentage
off Sell Price off a product’s “sell” price. Then, enter the percentage discount (for
example, 0.05 = 5%), and if true, select the Apply Discount in Addition
to Any Promotion check box.
Cost plus percent Select this option if this group is eligible for special pricing that is a
percentage above cost, and enter the percentage.
Assigning Customer Groups

To assign a customer group to a customer:
information.
2 Click the link of the customer with which you wish to work.
3 In the Other Information section, select the customer group you wish to assign to
this customer from the list.

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Chapter 12: Maintaining Store
Administration
ProStores Store Administration provides you with several tools to help you maintain your
files, and database information.
This chapter will discuss the maintenance features available in ProStores.
Managing Files
File Management allows you to view, manage and move files located in your directory on the
server.
There are three content areas:

Content Area Description:
Store Content Area Contains all files that can be viewed via a browser, such as static
HTML pages and images.
Store Data Area Contains all files that either cannot or should not be viewed via a
browser, including configuration and log files.
FTP Area If your Site Administrator has provided you with an FTP directory on
the server that is outside of your Store Data Area, this link will provide
you with access to that FTP area. See your Site Administrator about
providing you with an FTP directory.
To switch from one area to another, click the link under Switch to.
To manage your server files:

1 Browse to Support > File Management. The File Management page appears.
2 To view a file or image, click its link. You can also “right-click” the link to download
the file.
3 To open a folder, click its link.
4 To go back to the folder containing the current folder, click the Parent Directory
link.
5 To delete a folder or file, select the folder or file and click Delete. Deleting a folder
will also delete any folders and files contained within it.
6 To copy a folder or file:
♦ Select the check box of the folder or file and click Copy. The folder(s) and
file(s) are placed on the clipboard.
♦ Go to the folder into which you want to copy the folder or file and click
Paste.
7 To move a folder or file:

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♦ Select the check box of the folder or file and click Cut. The folder(s) and
file(s) are removed from their current location and are placed on the
clipboard.
♦ Go to the folder into which you want to move the folder or file and click
Paste.
8 To download a file:
♦ Right-click on the file you want to download. A context menu appears.
♦ Select “Save Target As...” or “Save Link Target As”. A Save As window
appears.
♦ Browse to the location to which you wish to save the file and click Save. The
file is saved to the specified location.
Maintaining Database Tables

Advanced Mode
Use this feature to purge all information from your database. If a customer does not confirm
or cancel their order, the order information remains in the order database. Since this
information is not used, it is safe to remove it. Customer information is saved to the customer
table.
To purge information from your database:

1 Browse to Store > Maintenance. The Maintenance page appears.
2 Under Purge Database Tables, select the information you wish to purge.
3 Click Purge.
This action cannot be reversed.
To purge your search results:

2 Under Search Results Purge, enter the number of days for which you wish to save
your search results.
3 Click Purge.
To purge your store log:
2 Under Log Purge, enter the number of months for which you wish to save your log
records.
3 Click Purge.

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Purging your store log will directly affect your ability to generate reports. For example, if this
field is set to “6”, you will only be able to report on six months worth of data.
Viewing Server Settings

Advanced Mode
The Store > Servers page provides read-only system information regarding your store. This
information can be used for support purposes, or to configure third-party products that work
with ProStores.
Extending ProStores
The Utilities page offers downloadable utilities to extend the functionality of ProStores.
To download utilities:
1 Browse to Support > Utilities. The Utilities page appears.
2 Select the utility you wish to download. You will be prompted to install the utility to
your local machine.
Store Monitor Utility

The ProStores Store Monitor is a tool that tracks activity in your store, without you having to
log on to the store. It works as a Windows System Tray tool, running continuously in the
background when you’re logged on to your computer. As long as you have an active Internet
connection, it checks periodically to see if any new customers have registered with your
store, or if there have been any new orders, and then alerts you.
The Store Monitor is represented by the icon on the left.
You can change the frequency of the alerts, the sound used, and whether or not to load this
tool when Windows starts by clicking the icon in the System Tray and selecting Options.
Please ensure that your Windows system clock and time zone are set correctly. If they are
not, the monitor may not display notifications as expected.
Exporting and Importing Data

ProStores Store Administration allows you to export and import information into the
database. This can help you with backing up your data, or with making global updates to your
customer or product information.

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Exporting Tables
The table export feature creates a file containing your data. You can then import the exported
data into desktop applications such as Excel and Access. ProStores generally provides
exported files in one or more of the following file formats:
ASCII CSV: A comma-separated values file (.csv) presents each record as one line
of text, with each field separated by a comma.
Text: A text file presents each record as one line, with each field separated by a tab.
QuickBooks Import/Export: A text file formatted for importing into QuickBooks.
ProStores places export requests into a queue for processing. This feature simplifies exporting
because you can export one or more tables, and then download the export files from the
Export Status page after you’ve requested your exports. To view the status of export requests,
click the View Export Status link at the bottom of the Export Store Data page.
If you request an export that exists in the queue, ProStores will warn you that the new export
file will overwrite and replace the existing file in the queue. You can then either confirm or
cancel the export.
To export a table:
1 Browse to Support > Export Data. The Export Store Data page appears.
2 Select a table from the Table to Export pull-down menu.
3 Select your operating system from the Target Platform pull-down menu.
4 (Optional) If you are exporting data for use in QuickBooks, select the QuickBooks
check box.
5 Click the Export button.
♦ Certain tables can be filtered by date ranges or categories - if so, you will be
prompted with another page at this time. If this is a date page, select a pre-
defined date range, or enter a custom date range. If you do not wish to limit
your export by date, select a pre-defined date range of “All”. If this is a
category page, select a category from the list, or select “All” to export all
categories.
♦ If you selected the QuickBooks check box (for Customer or Order tables),
the Export for QuickBooks page will appear. Enter the custom QuickBooks
categories and accounts information. (Advanced Edition only)
♦ After selecting any filters or QuickBooks options, click the Export button.
6 The Export Status page appears.
The Export Status page updates automatically every thirty seconds. Some exports
may have a slight delay before appearing on this page.
7 To download the file to your computer, click the file name link in the Export File
column.

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To remove tables from the exports list:
1 Select one or more tables to delete.
♦ To select individual files, click the check box in the first column for the
appropriate file(s).
♦ To select all files, click the check box in the title row (to the left of the File
Type column label).
2 Click the Delete button.
3 Click the Okay button in the confirmation message box.
Importing Tables
You can import up to 5000 records at a time. To simplify the creation of a *.csv file for
importing, you can export a table (or the template from the Help Panel), then open it and add
your information to that file. Once you’re done and have saved that file, you can then import
it.
To import a table:
1 Create your import file. You have several options:
♦ If available, download a template from the Help Panel on Support > Import.
♦ Export data using Support > Export, and delete all but the first row.
♦ Create the file manually using Excel or a text editor.
3 Select the table to which you wish to import the file from the list.
4 Browse to the file you wish to import.
5 When importing products, select a method for updating product inventory by
selecting one of the options.
The eBay Turbo Lister and eBay File Exchange import require files that have been generated
by your eBay store. See eBay Tools (page 197) for more information.
Table Types
This section describes each table that may be exported from and/or imported to ProStores.
Customers
Customer Table
Contains customer profile information. May be both exported and imported.

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If you are importing the Customer table, you must include a password for each customer.
Also, only new customers can be imported.
Column ProStores Import Notes Type (Max)

Label
CustomerNo Int
LastName Last Name Required on Add Char (20)
FirstName First Name Required on Add Char (20)
Company Company Char (30)
Street Street If validation enabled Char (30)
Street2 Street2 Char (30)
City City If validation enabled Char (20)
State State/Province If validation enabled Char (20)
Zip Postal Code If validation enabled Char (10)
Country Country Char (20)
Phone Home Phone Char (20)
Phone2 Work Phone Char (20)
Phone3 Mobile Phone Char (20)
Fax Home Fax Char (20)
Fax2 Work Fax Char (20)
Pager Pager Char (25)
Email E-mail Required on Add Char (50)
Email2 E-mail CC Advanced Edition only Char (50)
Resale Resale Number Advanced Edition Char (20)
AuthAllowedAuthorization Required on Add, Advanced Edition Boolean

only
Notify Wishes to be Required on Add Boolean
contacted by store.
Since Customer Since Date
ExtText1 Custom Field 1 Advanced Edition only Char (50)

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Label
GroupName Customer Group Customer Group must already be String

defined before import. Customer Plus
only
Import Only Columns
Column ProStores Label Import Notes Type (Max)
Password Password Required on Add Char (30)
DeptNo Department Order Advanced Edition only Char (20)
PONo Purchase Order Advanced Edition only Char (20)
DeptEmail Department Email Advanced Edition only Char (50)
POLimit PO Limit Advanced Edition only Money
Products
Products Table
Contains product profile information. May be both exported and imported.
NOTES:
Importing the product table will update category associations and create new
categories if they do not already exist.
The Colors and Sizes import fields have been replaced by the attribute fields
Attribute1Values and Attribute2Values, respectively. You can still import the Colors
and Sizes fields in ProStores version 8.1. However, after ProStores version 8.1 you
will no longer be able to import using the Colors and Sizes fields; instead, you will
have to import using the new attribute fields.

Label
ProductNo Required on Update; Cannot be Sequence
modified on update
Product Product Required on Add Char (355)

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Label
SKU SKU/Item No Char (20)
OEM OEM
Supplier Supplier Advanced Edition only
ProductType Product Type Advanced Edition only SmallInt
Price Sell Price Required on Add Money
PriceRetail Retail Price Advanced Edition only Money
Cost Cost Advanced Edition only Money
Taxable Taxable Required on Add Boolean
Surcharge Surcharge Advanced Edition only Money
SurchargeTitle Invoice Text Advanced Edition only Char (50)
Shipping Shipping Advanced Edition only Money
ShippingExemptInd Exclude from Required on Add, Advanced Boolean

Shipping Edition only
Quantity Quantity Integer
Unit Unit Advanced Edition only Char (10)
Threshold Threshold Advanced Edition only Integer
OriginatingPostalCode Item Location String

Postal Code
Weight Weight Double
Length Length Double
Height Height Double
Width Width Double
ContainerCode Container Char (10)
Brief Brief Text
Description Description Text
Subscription Subscription Boolean
Thumbnail Thumbnail Char (50)
Photo Photo Char (50)

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Label
Template Catalog Detail Char (50)
Template
ExtText1 Custom Field Advanced Edition only Char (75)
1
2
3
4
5
6
Active Show in Required on Add Boolean
Catalog
AuthReq Authorization Required on Add, Advanced Boolean
Edition only
ISBN ISBN String
MPN Manufacturer String

Product
Number
Condition Condition Boolean
Media Media Boolean
NaturalSearchKeywords Natural Search Char

Keywords
NaturalSearchDescriptionNatural Search Char
Description
Category Category Format -
category:subcategory:subcategory
Keywords Keywords
Attribute1SharedName Shared Char (50)

Attributes
Attribute1Label Storefront Char (50)
Label
Attribute1Values Attribute Char (5,000)
Values
Attribute1DisplayType Selection Char
Display Type

©ProStores Inc.
Label
Attributes
Label
Values
Display Type
Attributes
Label
Values
Display Type
Attributes
Label
Values
Display Type
Attributes
Label
Values
Display Type
Attributes
Label
Values
Display Type
Attributes
Label

©ProStores Inc.
Label
Values
Display Type
Attributes
Label
Values
Display Type
Attributes
Label
Values
Display Type
Attributes
Label
Values
Display Type
MediaItem1 Primary Image Char(255)
MediaItem2 Char(255)
MediaItem3 Char(255)
MediaItem4 Char (255)
Import-Only Columns
Label
CustomOrder Order Extensions Required on Add, Advanced Boolean
Edition only

©ProStores Inc.
Label
OrderTemplate Order Extensions Advanced Edition only Char (50)
Template
CustomService1EnabledGather (1) Required on Add, Advanced Boolean
Edition only
CustomService2Enabled Gather (2) Required on Add, Advanced Boolean
Edition only
Subscription Subscription Product Required on Add, Advanced Boolean
Edition only
CustomService1Fee Fee (1) Advanced Edition only Money
CustomService1Title Title (1) Advanced Edition only Char (20)
CustomService2Fee Fee (2) Advanced Edition only Money
CustomService2Title Title (2) Advanced Edition only Char (20)
Products Table - Tab Delimited

Contains product profile information in a tab-delimited format. See Products Table
Product Attributes Table

Contains product attribute profile information. May be both exported and imported.
The ProductColor and ProductSize import fields have been replaced by the attribute fields
Attribute1 and Attribute2, respectively. You can still import the ProductColor and
ProductSize fields in ProStores version 8.1. However, after ProStores version 8.1 you will no
longer be able to import using the ProductColor and ProductSize fields; instead, you will have
to import using the new attribute fields.

AttributeID Required on Update; Cannot ID
be modified on update
ProductNo Required on Add; Cannot be
modified on update
SKU SKU Char (20)
Attribute1 (user-defined) At least 1 attribute is required Char (135)

when adding a product.

©ProStores Inc.
Price Price Money
Cost Cost Money
Quantity Quantity Integer
Unit Unit Char (10)
Weight Weight Double
Length Length Double
Height Height Double
Width Width Double
ContainerCode Container Char (10)
PaymentInterval Subscription/Payment Integer

Interval
SubscriptionPeriodSubscription Period Integer
IntervalBegin Interval Begins Char (1)
NewBillType New Subscription Char (1)
StartupFee Startup Fee Money
RenewUpdateInd Renewal Boolean
ISBN ISBN String
MPN Manufacturer Product String

Number
Condition Condition Boolean
Media Media Boolean

©ProStores Inc.
Product Quantity Discount Promotion Table
Contains product quantity discount promotion information. May be both exported and
imported.
Label
PromotionConfigNumber Required on Update; Cannot Sequence
ProductNumber Required; Cannot be
modified on update
AttributeId Product Required on Add; Cannot be ID
modified on update
Code Promotion Code Char (10)
Name Promotion Name Required. To delete on Char (100)

import, enter “Delete” in this
column
InvoiceText Invoice Text Char (100)
StartDate Start Date Date
EndDate End Date Date
ActiveInd Active? Boolean
ExclusiveInd Exclusive? Boolean
Priority Integer
DiscountAmount Discount Amount Required on Add Integer
DiscountType Discount Type Required on Add. Valid String

values are currency, percent
and pricediscount.
MinimumQuantity Minimum Quantity Integer
MaximumQuantity Maximum Quantity Integer
MaxUse Maximum Use Integer

(across all
customers)
OneTimeUseInd Limit Boolean
Product Sale Table

Contains product sale promotion information. May be both exported and imported.
Label
PromotionConfigNumber Required on Update; Cannot Sequence

©ProStores Inc.
Label
ProductNumber Product Number Required; Cannot be modified Integer
on update
AttributeId Attribute No ID
Code Promotion Code Char (10)
Name Promotion Name Required. To delete on import, Char (100)

enter “Delete” in this column
InvoiceText Invoice Text Char (100)
StartDate Start Date Date
EndDate End Date Date
ActiveInd Active? Boolean
ExclusiveInd Exclusive? Boolean
Priority Integer
Sale Sale Price Required on Add Currency
Product Serial Number Table

Contains serialized inventory information. May be both exported and imported.

ProductNo Required on Add/Update Integer
Product String
Serial1 Serial No 1 Required on Add Char (50)
Serial2 Serial No 2 Char (50)
Related Products Table

Contains related product information. May be both exported and imported.

Column ProStor Impo Type Column ProStor Impo Type
es Label rt (Max es Label rt (Max
Notes ) Notes )
ProductNo Require Integer RelatedProduct Require Integer
d No d
Product Product Require Char
d (255) RelatedProduct Related Require Char
Product d. To (255)

©ProStores Inc.
Column ProStor Impo Type Column ProStor Impo Type
es Label rt (Max es Label rt (Max
Notes ) Notes )
delete “Delete
on ” in this
import, column.
enter
Orders
Credits Table
Contains credit details. Export only.
The ItemColor and ItemSize import fields have been replaced by the attribute fields
ItemAttribute1 and ItemAttribute2, respectively.
Column ProStores Column ProStores

Label Label
CreditNo Credit Number Phone Customer Phone
InvoiceNo Invoice Number SubTotal SubTotal
Date Invoice Date TotalShippingTax Shipping Tax
LastName Customer Last TotalStateTax State Tax

Name
TotalCountyTax County Tax
FirstName Customer First
Name District Tax
TotalDistrictTax
Email Customer e-mail
address Shipping Shipping
Street Customer Payment
Total Total
Street 1
Street2 Customer Payment ResaleInd Resale Indicator
Street 2
StoreCredit Store Credit
City Customer Payment
City Payment By
PaymentMethod
State Customer Payment
State/Province CreditCard Credit Card Name
Zip Customer Payment
Note Invoice Note
Postal Code
Country Customer Payment ItemNo Item No
Country
ItemSKU Item SKU
CustomerNo Customer Number
ItemQty Qty
Company Customer Company

©ProStores Inc.
Label Label
ItemWeight Weight ItemAttribute8 (user defined)
ItemAttribute1 (user defined) ItemAttribute9 (user defined)
ItemAttribute2 (user defined) ItemAttribute10 (user defined)
ItemAttribute3 (user defined) ItemSupscriptionPeriodSubscription Period
ItemAttribute4 (user defined) ItemPaymentInterval Payment Interval
ItemAttribute5 (user defined) ItemPrice Price
ItemAttribute6 (user defined) ItemTotal Total
ItemAttribute7 (user defined)
Orders Table
Contains orders detail. Export only.
The ItemColor and ItemSize import fields have been replaced by the attribute fields
ItemAttribute1 and ItemAttribute2, respectively.

Label Label
InvoiceID Invoice ID Street2 Customer Payment
Street 2
InvoiceNo Invoice Number
City Customer Payment
Order Date City
EnterDate
State Customer Payment
ShipDate Ship Date State/Province
Zip Customer Payment
CustomerNo Customer Number
Postal Code
Company Customer Company Country Customer Payment
Country
Phone Customer Phone
Recipient Recipient
LastName Customer Last
ShipStreet Recipient Shipping
Name
Street
FirstName Customer First
ShipStreet2 Recipient Shipping
Name
Street 2
Email Customer E-mail
ShipCity Recipient Shipping
address
City
Street Customer Payment
ShipState Recipient Shipping
Street 1
State/Province

©ProStores Inc.
Label Label
ShipZip Recipient Shipping ItemWeight Weight
Postal Code
ShipCountry Recipient Shipping
Country (user defined)
ItemAttribute2
Items Items
Weight Weight
SubTotal SubTotal
TotalShippingTax Shipping Tax
TotalStateTax State Tax
TotalCountyTax County Tax
TotalDistrictTax District Tax
Tax Tax
PromoDiscount Promotion Discount
ItemSupscriptionPeriodSubscription Period
Shipping Shipping
ItemPaymentInterval Payment Interval
ShipMethod Shipping Method
ItemPrice Price
Total Total
ItemTotal Total
ResaleInd Resale Indicator
Supplier Notified Supplier Notified
PaymentMethod Payment By
ShipDate Ship Date
CreditCard Credit Card
Supplier Invoice Supplier Invoice
AuthInd Authorized
Supplier Total Supplier Total
Status Status
Ship Qty Ship Qty
PromotionCode Promotion Code
Supplier Price Supplier Price
ItemNo Item No
PONo Purchase Order
ItemSKU Item SKU Number
Affiliate Affiliate Details
ItemQty Qty
Order Extensions Table

Contains order extension details. Export only.

©ProStores Inc.
Column ProStores Label Column ProStores Label
InvoiceNo Invoice Number ExtText4 Custom Field 4
OrderNo Order Number ExtText5 Custom Field 5
ProductNo Product Number ExtText6 Custom Field 6
ItemSKU SKU ExtText7 Custom Field 7
ExtText1 Custom Field 1 ExtText8 Custom Field 8
ExtText2 Custom Field 2 ExtText9 Custom Field 9
ExtText3 Custom Field 3
Order Tracking Table

Contains ship tracking details. Export only.
InvoiceNo Invoice Number SequenceNo Sequence Number
OrderNo Order Number TrackingNo Tracking Number
Manufacturers
Manufacturer Table
Contains Manufacturer profile information. May be both exported and imported.
ColumnProStores Import Notes Type
Label (Max)
OEMID Required on Update; Cannot be modified ID
on update
OEM Manufacturer Required on Add Char (50)
URL URL Char (250)
Logo Logo Char (50)
Template Template Char (50)
DescriptionDescription Text
Suppliers
Supplier Table
Contains supplier profile information. May be both exported and imported.

©ProStores Inc.
Column ProStores Import Notes Type
Label (Max)
SupplierID n/a Required on Update; Cannot be modified ID
on update
Supplier Supplier Required on Add Char (50)
Contact Contact n/a Char (50)
Street Street Required on Add Char (30)
Street2 Street2 n/a Char (30)
City City Required on Add Char (20)
State State/Province Required on Add Char (20)
Zip Postal Code Required on Add Char (10)
Country Country n/a Char (20)
Phone Phone n/a Char (20)
Fax Fax n/a Char (20)
Email E-mail n/a Char (50)
URL URL n/a Char (50)
SendMethod Method Required on Add Small Integer
SendGroup Group By Required on Add Small Integer
SendTemplateTemplate Required on Add Char (20)
SendShip Mark as Shipped Required on Add Boolean
Suffix Suffix n/a Char (5)
SuffixInd Append Suffix Required on Add Boolean
Sales
(Advanced Edition, Sales Manager module only)
Affiliates Table
Contains affiliate profile information. Export only.
AffiliateNo n/a Street Street
Affiliate Affiliate Street2 Street2
Contact Contact City City

©ProStores Inc.
State State/Province Email E-mail
Zip Postal Code URL URL
Country Country Resale Resale No
Phone Phone Commission Commission Rate
Fax Fax ReferralPeriod Referral Period
Affiliate Sales Table

Contains information regarding sales that came via affiliates. Export only.
AffiliateNo Number TotalSales Total Sales
Affiliate Affiliate Rate Rate
Referrals Referrals Commission Commission
Sales Leads Table

Contains sales lead information. Export only.
Label Label
LastName Last Name Since Date Submitted
FirstName First Name Sales Person Last Assigned To

Name
Company Company
Sales Person First Assigned To
Street Street Name
Street2 Street2 ExtText1 Custom 1
City City ExtText2 Custom 2
State State/Province ExtText3 Custom 3
Zip Postal Code ExtText4 Custom 4
Country Country ExtText5 Custom 5
Phone Phone ExtText6 Custom 6

Fax ExtCheck1 Check 1
Fax
E-mail ExtCheck2 Check 2
Email
Product ExtCheck3 Check 3
Product

©ProStores Inc.
Label Label
ExtCheck4 Check 4 ExtCheck6 Check 6
ExtCheck5 Check 5
Troubleshooting Importing Tables

General Import Issues:
It is highly recommended that you export a table - or its template from the Help Panel
- first, and then update it with the information you want to import. This ensures that
the column headings match the database perfectly.
Once you’ve exported a table or downloaded an import file, never change the names
of the column headings.
Check your import file for any unusual characters (such as hollow squares). These
characters can cause an import to fail.
If you are having trouble importing product information, check for the following:
If you are importing a product that already exists in your database, you must include
the existing product’s number in the ProductNo column.
If you are receiving a warning that a supplier/manufacturer does not exist for a
product, the product information has been imported. However, you will need to enter
the supplier/manufacturer, and then add that information to the products that have
been imported.
Backing Up Your Store

While there is no tool to formally back up a store, there are ways to save the information you
have stored in ProStores to files that can then be backed up using your favorite backup utility.
Files that can be exported and backed up using Store Administration include:
Images and Files: use the Support Manager > File Management function, or if
available, FTP access.
Templates: In Store Design > Page Template Manager, select the Store Version
from the pull-down menu, select the check box for each template(s) to export, and
then select Export Page Template from the More Actions... pull-down menu.
Product, Order, Customer and other store information: use the Support Manager
> Export function.
Files that cannot be exported include:
Shipping Zone Tables
Sales Tax Tables

©ProStores Inc.
Chapter 13: Reporting
The Report Manager provides summary level and detailed reports that can be used to analyze
the success of your store.
Running Reports
The Report Manager provides links and tips to help you create summary level and detail level
reports that you can use to analyze the success of your store.
To create a report:
1 Browse to Report. The Report Manager page appears.
2 Click one of the report links.
♦ Executive Reports (page 300)
♦ Product Statistics Report (page 311)
♦ Category Statistics Report (page 311)
♦ Sales Reports (page 312)
♦ Cost of Inventory Report (page 319) (Advanced Edition only)
3 Select a report from the list.
4 Some reports require you to choose a specific product or category. If so, select the
item from the list.
5 Choose a pre-defined date range or enter a custom date range.
You will only be able to report on the data contained in your store log. If your store
log is set to only retain data for six months, you will only be able to generate reports
on the past six months of data. Contact your Site Administrator for more information.
6 Click Go to generate the report.
When printing the report, you may want to hide the ProStores Explorer. To do so, click on
the ProStores Explorer. When you are done printing, click on the toolbar to display the
ProStores Explorer.

©ProStores Inc.
Report Descriptions
Executive Reports
Best Sellers Report
Lists the top 20 selling products.
Headings: Product: the product name.

Manufacturer: the manufacturer of the product.
Sales: total sales for the product.
Quantity: the number of products sold.
Sorting: Quantity, descending.
Subtotals: None
Best Sellers Report
Customer Top 20 Report

Lists the top 20 customers in terms of purchases made.
Headings: Customer: the customer name.

Sales: total sales for the customer.
Quantity: number of products the customer has purchased.
Sorting: Customer last name, ascending.
Subtotals: None.

©ProStores Inc.
Customer Top 20 Report
Least Visited Products Report

Highlights the top 20 least visited products in your store. In order to appear on the report, a
product must have been visited at least once.

Page Views: the number of times the product’s detail page was viewed.
Sorting: Page Views, ascending.
Subtotals: None.
Least Visited Products Report

©ProStores Inc.
Most Visited Products Report
Highlights the top 20 most visited products.

Page Views: the number of times the product’s detail page was viewed.
Sorting: Page Views, descending.
Subtotals: None.
Most Visited Products Report
Orders/Visits Ratio Report

Details the order and visit activity for a store.

©ProStores Inc.
Headings: Total Orders: total number of orders that have been confirmed by a
customer, shipped, ready for shipping, or are pending authorization.
Total Sales: total sales for the store.
Total Credits: total credits applied against invoices.
Total Net Sales: Total Sales minus Total Orders.
Average Order Amount: Total Net Sales divided by Total Orders.
Total Margin Sales: Total Sales minus Total Credits, shipping and
credits.
Total Costs: total cost of inventory for purchased products.
Total Carts: total number of carts created.
Total Abandoned Carts: total number of carts where the cart expired.
Expired carts means the visitor took no action on the cart for the period of
time specified in Store Manager > General Preferences, Cart Available
field (for example, the visitor added items to the cart, but never checked
out).
Percentage of Carts Abandoned: Total Abandoned Carts divided by
Total Carts.
Value of Abandoned Carts: the total of all abandoned cart’s “Estimated
Total.”
Total Unconfirmed Orders: total number of cancelled orders (meaning,
the customer checked out, but clicked Cancel on the Invoice page).
Total Visitors: The number of visitors to a store. A “visit” is defined as a
search conducted by a unique IP address on a “per day” basis. If that IP
address conducts multiple searches in one day, that is only counted as one
visit.
Percentage of Visits Resulting in Orders: Total Orders divided by
Total Visitors.
New Customer Orders: number of orders from new customers.
Returning Customer Orders: number of orders from existing
customers.
Sorting: n/a.
Subtotals: Percentages and Subtotals based on each group of information.

©ProStores Inc.
Orders/Visits Ratio Report
Search Summary Report

Provides insight into your customer’s searches and whether or not they were successful or not
in finding the information they wanted. You can use these reports to identify the products for
which your customers are searching, and also what they are not finding.
The first report displayed will be the Search Summary. Click one of the links to view detail
on successful or unsuccessful searches.
Headings: Category: if the search was by category name, the category selected or
typed in by the visitor appears here.
Product: if the search was by product name, the product selected or
Manufacturer: if the search was by manufacturer, the manufacturer
selected or typed in by the visitor appears here.
Keyword: any keywords entered by the visitor.
# Searches: the number of searches that used these criteria.
Sorting: # Searches, descending.

©ProStores Inc.
Headings: Category: if the search was by category name, the category selected or
Product: if the search was by product name, the product selected or
Manufacturer: if the search was by manufacturer, the manufacturer
selected or typed in by the visitor appears here.
Keyword: any keywords entered by the visitor.
# Searches: the number of searches that used these criteria.
Subtotals: Total of all searches.
Search Summary
Search Summary, Successful Searches

©ProStores Inc.
Search Summary, Unsuccessful Searches
Worst Sellers Report

Lists the bottom 20 selling products.

Manufacturer: the manufacturer of the product.
Sales: total sales for the product.
Quantity: the number of products sold.
Sorting: Quantity, descending.
Subtotals: None.

©ProStores Inc.
Worst Sellers Report
Pay-Per-Sale Marketing Summary Report

Shows a summary of traffic, sales, and commission created by the Pay-Per-Sale Marketing
program.
Entries: Visits: The number of unique visitors to your store from Pay-Per-Sale
Marketing.
Conversion Rate: The ratio of invoices to visits, calculated as the
division of number of the invoices created from Pay-Per-Sale Marketing
referrals to the number of visits.
Attributable Sales: The sum of the subtotals of invoices created from
Pay-Per-Sale Marketing referrals.
Commission: The sum of the commissions for each invoice created from
Pay-Per-Sale Marketing referrals.
Sorting: Not applicable.
Subtotals: None.

©ProStores Inc.
Pay-Per-Sale Marketing Summary Report
Pay-Per-Sale Traffic and Sales by Source Report

Shows a summary of visits, invoices, and sales, categorized by Pay-Per-Sale Marketing
referrals and other sources, for easy comparison of traffic created by the Pay-Per-Sale
Marketing program to traffic created by other sources.
Entries: Source: Pay-Per-Sale Marketing referrals or all Other sources.

# of Visits: The number of unique visitors to your store during the report
period.
# of Invoices: The number of invoices created during the report period.
Sales: The sum of the subtotals of invoices created from each source.
Conversion Rate: The ratio of invoices to visits, calculated as the
division of number of the invoices created from Pay-Per-Sale Marketing
referrals to the number of visits.
Sorting: Not applicable.
Subtotals: None.

©ProStores Inc.
Pay-Per-Sale Traffic and Sales by Source Report
Pay-Per-Sale by Visit Date Report

The Pay-Per-Sale by Visit Date report shows a listing of sales generated by Pay-Per-Sale
Marketing referrals. The report includes the date that the customer first visited your store.
Headings: Invoice: The invoice number.

Initial Visit Date: The date that the customer first visited your store for
the associated purchase.
Order Date: The date of the invoice.
Sub-Total: The subtotal of the invoice.
Commission: The Pay-Per-Sale Marketing referral commission for this
invoice.
Commission Rate: The percentage of the invoice subtotal used to
calculate the referral commission.
Sorting: Invoice, ascending.
Subtotals: Subtotal column.

©ProStores Inc.
Pay-Per-Sale by Visit Date Report
Pay-Per-Sale by Event Date Report

The Pay-Per-Sale by Event Date report shows a listing of sales generated by Pay-Per-Sale
Marketing referrals. The report lists invoices by the date on which the Pay-Per-Sale
commission is calculated on the invoice.
Headings: Invoice: The invoice number.

Billing Event Date: The date on which the Pay-Per-Sale commission
was calculated for the invoice
Order Date: The date of the invoice.
Sub-Total: The subtotal of the invoice.
Commission: The Pay-Per-Sale Marketing referral commission for this
invoice.
Commission Rate: The percentage of the invoice subtotal used to
calculate the referral commission.
Sorting: Invoice, ascending.
Subtotals: None.
Pay-Per-Sale by Event Date Report

©ProStores Inc.
Product Statistics Report
Shows individual product statistics.
Search for a specific product by entering its name in the Product Statistics page. All products
matching your search criteria will appear in a products listing. Select a product to view its
Product Statistics report
Headings: Units Sold: amount of product sold.

Total Sales: total sales for this product.
Total Cost: total cost of all sold products.
Margin: Total Sales minus Total Cost.
Page Views: number of times the product detail page was viewed by
visitors to the store.
Products Placed in Cart: number of times the product was added to a
cart.
Sorting: n/a.
Subtotals: None.
Product Statistics Report
Category Statistics Report

Shows statistics for sales by category. If you have placed products in multiple categories,
they are counted in each category.
Headings: Units Sold: number of products sold that were assigned to this category.
Total Sales: total sales of all products sold in this category.
Total Cost: total cost of all products sold in this category.
Margin: Total Sales minus Total Cost.
Sorting: n/a.
Subtotals: None

©ProStores Inc.
Category Statistics Report
Sales Reports
Order Log Report
Displays detailed activity and information for an order, including any customer credit
information.
You can export the report to a delimited file by clicking Export. Doing so will open a
window asking you to save the file to disk.
Headings: Customer Info: contains basic customer information.

Payment Address Info: contains the customer’s payment address.
Ship To Info: contains the shipping address for this invoice.
Order Detail: detailed information regarding the order, including
quantity, shipping status, and supplier information.
Invoice Detail: detailed information regarding the invoice, including
totals and payment method information.
Sorting: Invoice number, ascending.
Subtotals: None

©ProStores Inc.
Order Log Report
Promotions Report
Sales summary of product promotions for the date range selected.
Headings: Promotion Code: the code assigned to this promotion.

Description: the description of the promotion.
Discount: the discount applied by the promotion.
Sales: total sales that used this promotion code.
Quantity: total number of times the promotion code was used.
Sorting: Promotion Code, ascending.
Subtotals: None.

©ProStores Inc.
Promotions Report
Sales by Category Report

Shows sales by category for the date range selected. If products are placed in multiple
categories, they will be counted in each category.
Headings: Category: the name of the category.

Sales: total sales for all products assigned to this category.
Quantity: total number of products sold in this category.
Sorting: Category, ascending.
Subtotals: None.
Sales by Category Report
Sales by Customer Report

Displays sales by customer.
To narrow the search results, select a product category, manufacturer or minimum sales
amount and click Go.

©ProStores Inc.
Headings: Customer: the name of this customer. If there is a Company Name for
the customer, it will appear below the customer name.
Customer #: the unique customer number.
Location: the city and state/province of this customer.
Sales: total sales for all products purchased by this customer. Does not
include any credits applied to the customer.
Sorting: Defaults to customer last name, ascending. Click the Sales link to sort by
Sales Amount.
Subtotals: None.
Sales by Customer Report
Sales by Customer Group Report

(Advanced Edition, Customer Plus module only)
Displays sales by customer group.
Headings: Group: the name of the group.

Description: the description of the group.
Sales: total sales of all products purchased by customers assigned to this
group.
Quantity: total number of products purchased by customers assigned to
this group.
Sorting: Customer group, ascending.

©ProStores Inc.
Headings: Group: the name of the group.
Description: the description of the group.
Sales: total sales of all products purchased by customers assigned to this
group.
this group.
Subtotals: None.
Sales by Customer Group Report
Sales by Product Report

Shows sales by product for the date range selected.

SKU: the product SKU.
Manufacturer: the manufacturer assigned to the product.
Sales: total sales for this product.
Quantity: total quantity sold.
Sorting: Product name, ascending.
Subtotals: None.

©ProStores Inc.
Sales by Product Report
Sales by e-Gift Cards Report

Displays sales by e-Gift Cards for the date range selected.
Headings: Total # of Cards: Number of e-Gift cards of the specified type.

Total Card Value: Total of the original amounts of the e-Gift cards.
Remaining Card Value: Balance on the card as of the day the report was
generated.
Redemption Code: Last four digits of the redemption code of the card.
Date Activated: Date the card was shipped.
Original Amount: Beginning balance of the card.
Current Balance: Amount available on the card as of the date the report
was generated.
E-mail Address: E-mail address of the recipient of the card.
Current Status: Status of the card.
Sorting: None.
Totals: Total # of Cards, Total Card Value, Remaining Card Value
Sales by Manufacturer Report

Shows sales by manufacturer for the date range selected.

©ProStores Inc.
Headings: Manufacturer: the manufacturer name.
Sales: total sales for all products assigned to this manufacturer.
Quantity: total number of products sold for this manufacturer.
Sorting: Manufacturer, ascending.
Subtotals: None.
Sales by Manufacturer Report
Sales Tax Report

Summary of the sales tax you have collected for the date range specified.
Headings: Tax Nexus: the tax region.

Gross/Credits Sales: total sales and credits for this nexus.
Gross/Credits Tax: total tax applied to this nexus.
Sorting: Tax Nexus, ascending.
Subtotals: Each Tax Nexus.

©ProStores Inc.
Sales Tax Report
Cost of Inventory Report

Shows the cost of inventory by individual product. You must enter a cost in the product’s
profile for this report to work
Search for a specific product by entering its name on the Product Statistics page. All products
matching your search criteria will appear in a products listing. Select a product to view its
Cost of Inventory report. Click the product name again to view product information.
Headings: Product: the name of the product.

Quantity: the total number of product in stock.
Unit Cost: the cost of each product.
Total: Quantity times Unit Cost.
Sorting: n/a
Sorting: None.
Cost of Inventory Report

©ProStores Inc.
Chapter 14: Analytics
ProStores Analytics allows you to observe and track store performance metrics related to
store traffic and sales.
About Analytics
About Analytics
ProStores Analytics allows you to track the activity on your store to analyze statistical trends
for store traffic and sales. Store activity analytics can help you make informed decisions
about improving your store’s performance. You can, for example, identify and track trends
for metrics such as:
New shoppers
Returning shoppers
Increase or decrease in sales
Shopper to buyer conversion rate
Average order sizes
Page views
An insight into these numbers helps you determine whether your sales and marketing strategy
is effective in increasing sales or if there is room for improvement. After you enable
Analytics, ProStores records store activity data and saves these data points against fixed time
intervals. Data can be retrieved for different time intervals in the form of aggregated
numerical values and graphs that represent the trends in the values of these metric. You can
also filter some of the metrics to view data by referring web sites, search engines, and other
filtering criteria.
You can view Analytics data from the Store Administration Home Page, Analytics Summary
page, the Traffic Activity dashboard, and the Sales Activity dashboard.
Using Analytics
Using Analytics Dashboards
You can view summarized and detailed Analytics data from multiple locations in Store
Administration, including:
Store Administration Home page: View a 7 day summary of traffic and sales
activity
Analytics Summary dashboard: View key sales and traffic metrics from a single
location

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Traffic Activity dashboard: View and filter traffic analytics data over different time
periods
Sales Activity dashboard: View and filter traffic analytics data over different time
periods
You will need to enable Analytics to start tracking your store activity before you can view
any data. Data will be available only from the date you enable it for your store.
Except for the Store Administration Home page, you can view store analytics data as
aggregated numerical values and also as line graphs. The Store Administration Home page
only presents a non-customizable graphical summary of sales and traffic data for the past 7
days.
To track and record store activity, you must first enable the Analytics feature. To do this,
from Store Administration go to Analytics, and click Enable Analytics on the Summary
page.
To view analytics metric data:

1 In Store Administration, go to Analytics > Traffic Activity to view traffic activity
data or to Analytics > Sales Activity to view sales data. You can also view a
summary of both traffic and sales activity metrics on the Analytics Summary page.
To view this, go to Analytics in Store Administration
2 Select the Time Period for which you’d like to view store activity data. Data is
available only for the period that you have had Analytics enabled in your store.
Data is tracked by the hour for each day, by the day for each week and so on. The
time range that you can view data for can span from an exact hour on a specific day
to an entire year. You can quick-select time period ranges such as “Yesterday” and
“Last Week” or specify any date or date range in the past, as long as data was tracked
and is available for that period. The dashboard also indicates the time and date at
which the charted data was collected.
3 Click the metric you want to view data for or select it from the Metric dropdown list.
Data is displayed as an aggregated sum (or average) on the metric button itself.
Clicking the metric button or selecting it from the list displays a graph of the
variations in this metric over the selected time period.
4 If required, you can filter the metric to display drill down to specific sets of data
values. Select a value from the Filter dropdown list.
You can choose between All, Direct, Referrer, and Search Engine. By default, your
plotted graphs will display values from all the sources of the filter type. For example,
if you select Search Engine, then your data will initially be sorted to display data
about shoppers arriving at your store from all search engines.
If additional data is available for this metric and other related metrics based on the
filter type, it is displayed in a table below the plotted graph. For example, when you
filter Visit data by Search Engine, the tabulated data below the graph shows numbers
for Visits, Pages/Visit, Avg. Time in Store, and so on classified by individual Search
Engines.

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5 To view data from a particular source of the specified filter type, select the source
name from the Source list.
Example:
To view data about Visits made to a store from Dec 23, 2009 to Dec 31, 2009, specifically
about shoppers that arrived from a particular search engine, say Bing, the following steps
must be taken:
1 Select Specify Dates from Time Period. From the pop-up calendar, select the time
range by navigating to and clicking on Dec 23rd first, and then Dec 31st. Click
Apply to confirm your selection.
2 Click Visits or select Visits from the Metric drop down list. A graph of visits data
from Dec 25 – Dec 31 is displayed. The value of the metric on the button changes to
the value corresponding to this time range selection as well.
3 Select Search Engine from the Filter list. The Visits graph changes to reflect visit
counts over the selected time period that came from all search engines. Additional
visitor information classified by search engines is displayed in a table below the
graph, including information about shoppers from Bing.
4 Select Bing from the Source list to view visits data about shoppers who arrived at the
store from Bing.
The source list depends on the selection made in the Filter list and also actual user
patterns. If no shoppers arrived at your store from a search engine, say Bing, for this
time period or ever at all, then this list will not display Bing in the Source list.
Analytics Glossary
This glossary provides detailed descriptions of the Analytics Metric Definitions, including
how they are calculated and how they can be used to understand your store traffic and sales
activity.
Traffic Activity
Visits
The total number of visits to your store, including visits by returning and new visitors during
the specified time period. Visits can be likened to the concept of web page hits. This metric is
an indicator of the volume of the traffic for your storefront in that period.
ProStores keeps track of visits starting from the point when visitors land on any one of your
storefront pages. A visit is deemed ended when the visitor is inactive on the storefront for 30
minutes or more; this is true even if the browser window remains open for that period of
inactivity. After the first 30 minutes of inactivity, if the visitor returns to the storefront or is
active on the storefront through the same browser window, say after 45 minutes, it counts as
another visit.
ProStores does not count visits from a bot (web robot that is programmed to visit your store
multiple times during a day) once it has been identified.

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Example:
John lands on a product page in your store from a search results page at 5:15 pm. He spends
20 minutes on your storefront looking at products (5:35 pm). He then decides to check his
email in another window before he continues shopping on your storefront. This goes on for
35 minutes and he returns to your storefront; the time is now 6:10 pm. John’s activity on your
storefront counts for 2 visits. His first visit was deemed ended at 6:05 pm from the inactivity
on your storefront even though the browser window was still open.
You can therefore conclude that if ProStores records 2 visits on your storefront, it does not
necessarily imply 2 unique shoppers visited your storefront. ProStores uses the Visits metric
to indicate the volume of traffic; the Unique Shoppers metric is used to keep track of the
unique visitors to your storefront.
Usage:
Driving traffic to your storefront is the first step toward achieving your sales targets. This
statistic is an index of the efficacy of your storefront’s marketing strategy and sales strategy.
You can use the ProStores Marketing features (Marketing > Traffic Generation) to increase
the number of visits to your storefront, for example:
Use Marketplace feeds to list your products in comparison shopping sites
Use search engine optimization (SEO) techniques for better visibility in searches
Use promotions and attractive pricing to attract shoppers to your store
Unique Shoppers
The total number of unique shoppers, both new and returning, that visited your store during
the selected time period.
A shopper is any individual who visits your storefront and not necessarily somebody who has
made a purchase in your store. ProStores keeps a track of shoppers that do make purchases by
using the Buyers metric in the Sales Activity dashboard.
To keep track of your shoppers, ProStores associates a unique shopper ID with every new
shopper on your storefront and this information is stored locally on their computer systems.
This ID helps ProStores identify the shoppers when they return.
ProStores stores the unique shopper ID on the shopper’s computer using a cookie (a file that
stores shopper IDs on the shopper’s computer). Some Internet users disable the storage of
cookies on their computers for security. ProStores associates a new shopper ID every time
such a user visits your storefront (cookies disabled) and counts them as a new user, even if
they are returning shoppers. If this happens, this metric might be slightly skewed from the
actual count of shoppers.
Conversely, as the unique shopper ID is associated with a computer, and not with the actual
shopper’s identity itself, multiple people using the same computer will be counted as the
same shopper. Even if the multiple shoppers using the same computer register as different
customers on the storefront, they would still be logged as the same shopper for analytics.
Example 1:
John, a new shopper, lands on your storefront and identifies a product he wants to buy. He
creates a customer account and completes his purchase. He speaks to his wife Jane about
other products on your storefront and she comes to your storefront the same evening to make

©ProStores Inc.
another purchase. Jane also creates a customer account for herself and completes the purchase
using the same computer.
For this activity, ProStores will log 2 visits and 1 shopper for that day. The customer list for
your store however will show that there were 2 different people who made the purchase from
the same computer.
Example 2:
Your unique shopper metric will also vary depending on the time period that you pull this
metric up for. Consider the following scenario:
Day 1: Jane, John, Jason, and Jennifer visit your store.

No of unique shoppers =4
Day 2: Jane, Jason, and Kelly visit your store.

No of unique shoppers = 3
Day 3: Kelly, Kent, and Jennifer visit your store.

However, for the three day time period from day 1 through 3, your unique shopper count will
not be 4+3+3. The unique shopper metric for this date range will be the actual count of the
unique shoppers in that time period: Jane, John, Jason, Jennifer, Kelly, and Kent, which is 6.
Usage:
This metric can be used to differentiate between the number of visits and the actual number
of people who visited your storefront. A high unique shopper count could imply that you are
reaching a good number of prospective clients so your marketing strategy is working. It also
provides insight on the actual number of people visiting your store. The Unique Shoppers
count is driven by the traffic on your store and your marketing strategy. To increase the
number of unique shoppers that visit your store, you can use the same ProStores marketing
features as for increasing Visits: Marketplace feeds, SEO, etc.
New Shoppers
The total number of new shoppers that visit your storefront during the specified time period.
This metric is basically a count of new shopper IDs issued from your store over that time
period.
If a shopper has cookies disabled in the browser, then their unique shopper IDs will be
destroyed after they close their browser windows. ProStores will not be able to identify such
shoppers as returning shoppers and will issue a new shopper ID to them on every new visit.
This behavior can skew your Total New Shopper metric.
Example:
John, Jane, and Jennifer visit your storefront twice on the same day. John and Jane have
shopped earlier on your storefront, but Jane is new to your store. As a result, Jennifer is
considered a new shopper for her first visit, whereas John and Jane are identified as returning
individual shoppers.
Your analytics metrics will increment by the following values on that day:
Visits: 6

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Unique Shoppers: 3
New Shoppers: 1
Also, if cookies are disabled on Jane’s browser, then these values will be slightly different
because Jennifer will be counted as a new shopper for both her visits. ProStores will issue a
new shopper ID every time she visits and the values will now be:
Visits: 6
Unique Shoppers: 4
New Shoppers: 2
Usage:
A high New Shoppers metric indicates that more and more new visitors are coming to your
storefront and looking at your products. It is an indicator that your marketing efforts are in
fact reaching your targeted audience base and generating traffic, and could therefore translate
to higher sales. However, if you have a low number on this metric, then you can use the same
tactics to boost the New Shopper metric as for increasing Visits and Unique Shoppers:
marketplace feeds, SEO, etc.
Returning Shoppers
The total count of unique returning shoppers on your storefront during the selected time
period. A returning shopper is identified by a previously issued shopper ID that is unique to
each shopper and is stored on the shopper’s computer in a cookie.
Shopper identification depends on information stored on their computers. If a returning

shopper uses a new or different computer to access the store, s/he will not be identified as a
returning shopper and will be issued a new shopper ID instead. Also, if a returning shopper
disables cookies, then ProStores cannot identify that shopper and issues a new shopper ID
instead and increments the new shopper count.
Example:
Consider the following scenario:
Day 1: Jane, John, Jason, and Jennifer visit your store all for the first time.
Returning shoppers = 0

Returning Shoppers = 2

Returning Shoppers = 2
For the 3-day time period, total count of returning shoppers = 4

(Jane, Jason on Day 2 and Kelly, Jennifer on Day 3)
Usage:
A high Returning Shoppers metric indicates that your shoppers and buyers like transacting
with your store. A low value for this metric on the other hand would indicate the opposite.
This metric could be affected by a lot of factors on your storefront, including product
inventory, pricing, deals etc. You can change these parameters on your storefront to see the
effect it has on sales; for example, see whether offering free shipping on products increases

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sales. In addition, ProStores also provides an effective method to draw the attention of earlier
known shoppers – E-mail Marketing. You can send out mailers about new products, sales,
and deals in your store to earlier shoppers to interest them in returning.
Page Views
The total number of web pages visited by shoppers while on your storefront. This metric is
basically the count of the pages served up by ProStores for each shopper.
Caching may skew this metric as cached pages are not served by ProStores and hence won’t
be counted. Caching is a technique that involves storing web pages and data at a secondary
more accessible web storage area to make information available in lesser time. Caching could
occur on both the shopper’s browser or on a search engine. For example, pages accessed
frequently could be cached by the user’s browser. So if a shopper visits your storefront
frequently, there is a chance that the store page loading on his browser is a cached version.
This occurrence will not be accounted for in the page view count.
Usage:
The Page Views metric indicates whether or not your store holds the interest of the shoppers
on your storefront. The theory is that the more the shoppers browse through product pages,
the higher your chances are of making a sale.
A high Page Views metric can be achieved by rethinking the factors that draw and retain the
interest of shoppers: inventory, pricing, product-related content, and so on. You could use the
following features in ProStores to draw shopper interest, for example:
Specifying related products for each product
Classifying products in appropriate categories, and sometimes even multiple
categories
Offering compelling prices
Creating quantity-based promotions
Average Page Views/ Visit
The average number of pages viewed by a shopper during a visit, calculated over the specific
time periods that you specify. This is calculated by summing the total number of pages
viewed by shoppers during the specified time period and then dividing it by the number of
recorded visits to your store in the same time period.
Example:
During separate individual visits:
John viewed 5 pages.
Jane viewed 1 page.
John came back and viewed 1 additional page.
Jennifer viewed 2 pages.
Average page views per visit = 9/4 = 2.25 pages per visit.
Usage: This metric, like Avg Time In Store, is another indicator of store appeal. A high value
indicates that shoppers visiting your store spend a good amount of time browsing through
multiple pages in your store looking at products, which in turn could lead to an increase in
sales. A low value would indicate the opposite – that shoppers arriving in your store are not
interested by the products or the information available in the store and therefore do not look

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at a lot of pages. The factors that affect this metric are the same as those that affect Avg Time
in Store, and Page Views: product inventory, pricing, deals, etc.
You can boost these numbers by specifying related products, categorizing inventory in an
intuitive fashion, pricing products competitively, providing clear photos with multiple
product views, offering discounts and special offers such as free shipping and so on.
Average Time in Store
The average amount of time spent by a shopper during a visit to your store, in a specified
time period. This average is calculated by dividing the total amount of time spent by shoppers
in your store during a fixed time period, and then dividing this by the total number of visits
made to your store during the same time period.
Example:
John spends 3 minutes in your storefront in the morning, and 10 minutes in the evening on a
single day.
Jane spends 5 minutes in your storefront on the same day.
The Average Time in Store calculated for that day would be 6 minutes.
Usage:
This metric is also an indicator of whether or not your store holds your shoppers’ interest. A
shopper generally clicking around could generate a high number of page views but a
relatively low value for time in store, and the same goes for a bot that is bombarding your
store with visits but not enough time in your store. This metric could therefore be used in
correlation with the Avg Page Views Per Visit metric or just the Page Views metric to arrive
at conclusions about your store appeal.
Of course, the factors that could contribute to increased interest in your storefront are the
same as those that contribute to Page Views. See Page Views for additional information.
Bounce Rate
The percentage of shoppers who left your store from the landing page (first page they arrived
at) without exploring or navigating to other store pages. In other words, it is a measure of
‘single-page’ hits.
Example:
On a single day, 10 individual shoppers searching for a product on a search engine land on a
product page on your storefront from the search results. Of these 3 make purchases, 5 look at
other products but do not make a purchase, and 2 users navigate away from your storefront
altogether. The bounce rate for this scenario is 20%.
Usage:
A low bounce rate indicates that a good percentage of shoppers who arrive at your storefront
take a fair interest in your store and products, and that a smaller percentage of shoppers lack
interest and navigate away. This could be due to multiple factors, including:
The store is optimized for search engine visibility and is drawing the correct
audience.
The product inventory, related product visibility, and pricing are tuned to be
competitive and generate sales.

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To reduce your bounce rate, you must basically ensure you balance these factors by using
appropriate marketing and sales strategies, such as promotions, pricing, sales, SEO, etc.
Sales Activity
Unique Shoppers
The total number of unique shoppers, both new and returning, that visited your store during
the specified period.
A shopper is any individual who visits your storefront and not necessarily somebody who has
made a purchase in your store. ProStores keeps a track of shoppers that do make purchases by
using the Buyers metric in the Sales Activity dashboard.
To keep track of your shoppers, ProStores associates a unique shopper ID with every new
shopper on your storefront and this information is stored locally on their computer systems.
This ID helps ProStores identify the shoppers when they return.
ProStores stores this unique shopper ID on their computer using cookies (a file that stores
web usage information on the computer). Some Internet users disable the storage of cookies
on their computers for security. ProStores associates a new shopper ID every time such a user
visits your storefront (cookies disabled) and counts them as a new user, even if they are
returning shoppers. If this happens, this metric might be slightly skewed from the actual
count of shoppers.
Conversely, as the unique shopper ID is associated with a computer, and not with the actual
shopper’s identity itself, multiple people using the same computer will be counted as the
same shopper. Even if the multiple shoppers using the same computer register as different
customers on the storefront, they would still be logged as the same shopper for analytics.
Example 1:
John, a new shopper, lands on your storefront and identifies a product he wants to buy. He
creates a customer account and completes his purchase. He speaks to his wife Jane about
other products on your storefront and she comes to your storefront the same evening to make
another purchase. Jane also creates a customer account for herself and completes the purchase
using the same computer.
For this activity, ProStores will log 2 visits and 1 shopper for that day. The customer list for
your store however will show that there were 2 different people who made the purchase from
the same computer.
Example 2:
Your unique shopper metric will also vary depending on the time period that you pull this
metric up for. Consider the following scenario:
Day 1: Jane, John, Jason, and Jennifer visit your store.

No of unique shoppers =4



©ProStores Inc.
However, for the three day time period from day 1 through 3, your unique shopper count will
not be 4+3+3. The unique shopper metric for this date range will be the actual count of the
unique shoppers in that time period: Jane, John, Jason, Jennifer, Kelly, and Kent, which is 6.
Usage:
This metric can be used to differentiate between the number of visits and the actual number
of people who visited your storefront. A high unique shopper count could imply that you are
reaching a good number of prospective clients so your marketing strategy is working. It also
provides insight on the actual number of people visiting your store. The Unique Shoppers
count is driven by the traffic on your store and your marketing strategy. To increase the
number of unique shoppers that visit your store, you can use the same ProStores marketing
features as for increasing Visits: Marketplace feeds, SEO, etc.
Sales
Total sales for your store indicated as a dollar amount for the selected period of time.
Usage:
You can use this metric to get a quick snapshot of your sales figures for the period of time
that you specify. A snapshot of sales over time can help you notice trends that can help you
plan your sales strategy. For example, if your store gets maximum business in the months
from September through January, you can use promotions during the other months to
promote sales.
Buyers
The total count of unique shoppers who made a purchase in your store, during the specified
time period.
This metric is a count of the number of unique shoppers that made purchases and not the
actual count of orders in your store. ProStores uses the Orders metric to keep track of the
count of purchases made in your store during a fixed time period.
Example:
If a shopper makes two purchases during a day, the buyer count only increases by 1 for that
particular day.
Usage:
Buyer translation comes from an effective sales strategy, which should ideally ensure that the
traffic generated by your marketing can result in sales. If your Buyers metric is high, it means
that a high number of shoppers are making purchases in your storefront. A visit translates to a
sale when many factors fall into place for the shopper, including but not limited to, pricing,
offers, sales and promotions. To boost the Buyer metric you have to ensure that the shoppers
who arrive at your storefront take an interest in your products, find something they think is
reasonably priced and of value to them, and then complete the purchase process. The factors
that influence this include relevant product inventory, competitive pricing including discounts
and promotions, intuitive classification of products and cross-listing in multiple categories,
relevant association with related products, and so on. Using a streamlined checkout process
can also ensure that shoppers can complete their purchases without any glitches.

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Orders
The total count of orders received in your store during the specified time period. This metric
gives a quick count and visual snapshot of the total number of orders received by your store
over your specified time period.
Usage:
The trends in this metric over periods of time indicate periods of high and low sales activity
in the store. A high number on this indicates that a good number of your shoppers are making
purchases in your store. If this is a low number, then taken within context, it could indicate
different things:
For a store with a low Visits count or a store with a niche audience, one can expect
the Orders count to also be low.
For a store with a high Visits count, there might be issues that need investigation
including availability and display of relevant product schemes and categories,
checkout experience, etc.
Avg Order Size
The average size of orders indicated as a dollar amount calculated over a fixed time period
specified by you.
Usage:
This metric gives an indication of how much a buyer spends on average in your store. This
statistic allows you to interpret whether or not you are close to achieving your sales and
business targets at the individual order level.
Sales Conversion Rate
This metric is the percentage of visits to your storefront that translate to a sale.
Example:
If your store records 100 visits and receives 4 orders on a single day, then the sales
conversion rate for your store is 4% for that day.
Usage:
According to ClickZ (www.clickz.com, a popular online marketing information resource), the
average online conversion rate is around 2.3%, with the highest at approximately 9%, and
only a few websites go over the 10%-15% mark. Depending on the effectiveness of your
marketing and sales strategies, the number of verticals in your store, and other such factors
you should set comparable expectations for your store’s conversion rate. The conversion rate
depends on various factors including the count of visits, storefront experience, pricing, and
popularity.

©ProStores Inc.
Chapter 15: Advanced Sales
Management
(Advanced Edition, Sales Manager module only)
ProStores allows you to track sales leads, manage a sales team, and develop an affiliates
program, using its Sales Manager module.
This chapter will discuss the concepts behind sales management, and provide instructions for
implementing these programs.
Setting Up an Affiliates Program

Sales Affiliates are other businesses, individuals or organizations to whom you agree to pay a
small percentage of the item’s sale price if they refer a customer to your store.
Setting up a Sales Affiliates program requires several steps, including:

1 Set up the default commissions and referral periods for your affiliate program. See
Setting Affiliate Defaults (page 332) for more information.
2 If necessary, edit the Sales Affiliate and Sales Affiliate Confirm templates. These are
the pages that potential affiliates will use to register for your program.
3 The Sales Affiliate Confirm template provides examples of the links your affiliates
should place on their pages. The standard format is
<a href="http://yourstoreurl/StoreFront.bok?affiliate_no=##"></a>
(where ## refers to their Affiliate ID). In order for your affiliates to receive credits
for their referrals, they must link to your site using this format.
If an affiliate does not have a web site, they may make referrals to your store by
providing the link to your site in an e-mail message to potential customers. The
customer would then click the link to your site from within the e-mail.
4 If you are using a theme that was shipped with ProStores, the “Become an Affiliate”
link will appear automatically in your storefront. If not, or if that code has been
removed, you will need to add the code below to a prominent template (like the
Header, Footer or Storefront templates).
5 If necessary, use the Sales Affiliates area to manually add new affiliates, or to update
existing affiliates. See Maintaining Sales Affiliates (page 332) for more information.
6 Use the Affiliate Sales Summary report (in the Sales Manager) to determine the
commissions you owe to your affiliates. See Affiliate Sales Summary Report
(page 339) and Affiliate Sales by Affiliate Report (page 338) for more information.
<ss:if test="$store.isFeatureEnabled('ShowAffiliateLink')">
<ss:link source="$templateSet.affiliate">Become an Affiliate</ss:link>
</ss:if>

©ProStores Inc.
Setting Affiliate Defaults
You can set default information for all new sales affiliates. This helps to ensure that affiliates
who sign up online have the correct information set for them.
To set affiliate defaults:

1 Browse to Sales > Affiliates > Defaults. The Affiliate Defaults page appears.
2 Enter the default commission rate for all new affiliates in Commission Rate.
3 Enter the default length of time between the time a customer clicks the affiliate
referral link and actually buys a product, within which the affiliate will receive credit
for the purchase, in Referral Period.
4 If you want the “Become an Affiliate” link to appear in the storefront (allowing
affiliates to register online), select the Show Affiliate Link check box. This will
cause the link to appear on either the Header or Footer template. If not, or if that code
has been removed, you will need to add the code below to a prominent template (like
the Header, Footer or Storefront templates).
<ss:if test="$store.isFeatureEnabled('ShowAffiliateLink')">
<ss:link source="$templateSet.affiliate">Become an Affiliate</ss:link>
</ss:if>
Viewing Sales Affiliates

To view a list of sales affiliates:
To quickly view a list of all affiliates, browse to Sales > Affiliates. A list of all
affiliates will be displayed.
Or...
1 Browse to Sales > Affiliates List. The Affiliates List page appears.
2 Type the starting characters of the affiliate’s name and click .
To list all affiliates, click without entering any characters in the field.
3 A list of affiliates matching your search criteria appears.
Maintaining Sales Affiliates

To add an affiliate:
1 Browse to Sales > Add. The Add Affiliate page appears.
2 Enter the information in each field. See Field Help: Sales Affiliates (page 333) for
more information.
Affiliates may also register using the storefront if the Become an Affiliate link is enabled for
your store.

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To update an affiliate:
1 View a listing of your affiliates. See Viewing Sales Affiliates (page 332) for more
information.
2 Click the affiliate you wish to edit.
3 Edit the information in each field. See Field Help: Sales Affiliates (page 333) for
more information.
To delete a sales affiliate:
1 View a listing of your affiliates. See Viewing Sales Affiliates (page 332) for more
information.
2 Select the check boxes of the affiliates you wish to delete.
3 Click Delete.
Field Help: Sales Affiliates
Basic Information
Field Description
Affiliate Enter the affiliate’s name, contact, address, phone, e-mail and web
Information information.
Resale Number If this affiliate is eligible to purchase products without having sales tax
applied, enter their resale number.
Commission and Referral Information
Field Description
Commission Rate If applicable, enter the commission rate this affiliate is to receive.
Referral Period The period between the time a customer clicks the affiliate referral link
and actually buys a product, within which the affiliate will receive credit
for the purchase.
Building a Sales Team

Advanced Mode
The Sales Manager module allows you to manage and track your team. You can track all your
team members, their sales targets and regions, and then run detailed sales tracking reports.
Viewing the Team

To view a list of your entire team, browse to Sales > Team. The View Sales Team page
appears. Listed are the names of the sales people, their managers, and the manager’s region.
To view a list of Sales Managers, browse to Sales > Team > View Managers. The View
Sales Managers page appears. Listed are the names of the sales managers, and their region.

©ProStores Inc.
Maintaining Sales Managers
To add a sales manager:
1 Browse to Sales > Team > Add Sales Mgr. The Add Sales Manager page appears.
2 Enter the sales manager’s first and last name, and their region.
To update a sales manager:
1 Browse to Sales > Team > View Managers. The View Sales Managers page
appears. Listed are the names of the sales managers and their region.
2 Click the sales manager you wish to update.
To delete a sales manager:
1 Browse to Sales > Team > View Managers. The View Sales Managers page
appears. Listed are the names of the sales managers, and their region.
2 Select the check boxes of the managers you wish to delete.
3 Click Delete.
Maintaining Sales People

To add a sales person:
1 Browse to Sales > Team > Add Sales Person. The Add Sales Person page appears.
2 Enter the sales person’s first and last name, their initials (used by some accounting
and contact software), and select a sales manager from the list.
To update a sales person:
1 Browse to Sales > Team. The View Sales Team page appears. Listed are the names
of the sales people, and their region.
2 Click the sales person you wish to update.
To delete a sales person:
1 Browse to Sales > Team. The View Sales Team page appears. Listed are the names
of the sales people and their region.
2 Select the check boxes of the persons you wish to delete.
3 Click Delete.

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Managing Leads
Advanced Mode
Leads are customers who have expressed interest in a product that is not available for sale
using your web storefront. Sales Leads are generated when a customer selects a product
whose Product Type field is set to “Lead” (in the Product Manager), and enters information
allowing you to contact them.
Developing a Leads Program

The lead generation process is set up as follows:
1 Identify those products that you wish to display in your storefront, but that you do not
wish to sell online (instead, the actual sale will be made via a follow up contact).
2 Add or edit your lead products, making sure the Product Type field is set to “Lead.”
See Maintaining Product Profiles (page 130) for more information.
3 If you wish to collect custom information for your lead products, set up your Lead
Custom Fields. See Setting Up Lead Custom Fields (page 335) for more information.
4 If you wish to assign leads to your sales team based on geographical rules, set up
your Lead Assignment Rules. See Setting Up Lead Assignment Rules (page 336) for
more information.
5 When a customer searches for and selects a lead product and then either clicks an
Add to Cart or For More Information button, they will be presented with the Sales
Lead form that will collect contact information. You can edit the “Sales Lead”
template to customize this form.
6 Once the customer submits that form, the lead will appear in the Sales Lead listing.
See Working with Sales Leads (page 336) for more information.
Setting Up Lead Custom Fields

This feature allows you to create custom fields that gather lead information.
To set up custom fields:

1 Browse to Sales > Leads > Custom Fields. The Custom Fields page appears.
2 If you want these fields to appear in the storefront (to display collect lead
information), select the Show Custom Fields check box. This will cause any custom
fields that you define to appear on the Sales Lead template. If the fields do not
appear, enter the code displayed below on that template.
3 Enter the custom check box titles.
4 Enter the custom text field titles.
<ss:if test="$store.isFeatureEnabled('ShowSalesLeadCustomFields')">
<table>
<ss:if test="$store.leads.customTextLabel1">

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<tr>
<td><ss:value source="$store.leads.customTextLabel1"/>:</td>
<td><ss:edit source="$lead.customText1"/></td>
</tr>
</ss:if>
<ss:if test="$store.leads.customTextLabel2">
<tr>
<td><ss:value source="$store.leads.customTextLabel2"/>:</td>
<td><ss:edit source="$lead.customText2"/></td>
</tr>
</ss:if>
</table>
</ss:if>
Setting Up Lead Assignment Rules

Use this feature to assign a salesperson to new leads based on the customer’s state. Existing
customers are automatically assigned to the sales person selected in their customer profile, if
any.
If an existing customer does not have a sales person assigned to them, and they complete a
lead generation form, that lead will be assigned to a sales person using lead assignment rules.
However, their customer profile will not be updated with that salesperson.
To set up lead assignment rules:

1 Browse to Sales > Leads > Rules. The Lead Custom Rules page appears.
2 Under Add Rule, enter the standard postal abbreviation for the state or province (two
capital letters), and select a sales person from the list.
3 Click Submit. The rule is added to the Current Rules list.
To remove a rule:
1 Browse to Sales > Leads > Rules. The Lead Custom Rules page appears.
2 Under Current Rules, select the check boxes for those rules you wish to delete.
3 Click Delete.
Working with Sales Leads

To work with sales leads:
1 Browse to Sales > Leads. The View Sales Leads page appears. Listed are the lead
names, their primary product interest, the date they were added to the list, and the
sales person assigned to the lead.
♦ To view more details regarding a lead, click the lead name. See Field Help:
Sales Leads (page 336) for more information.
♦ To assign a sales person to this lead, click the lead name, select a sales
person from the list, and click Submit.
♦ To delete a sales lead, select the check box next to it and click Delete.
Field Help: Sales Leads

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Assign Lead
Field Description
Assigned To If this is a new customer, select a sales person from the list and click
Submit. Existing customers are automatically assigned to the sales
person selected in their customer profile, if any.
Review Lead
This section contains information regarding the lead, including customer responses to any
Lead Custom Fields.
Viewing Reports
Advanced Mode
Running Sales Reports

Once you have defined your team and affiliates, you can run reports that will help you
manage your sales efforts.
To run a sales report:

1 Browse to Sales > Reports.
2 Select the report you wish to run from the list.
3 Select a date range for the report.
4 Click Go to run the report.
Report Descriptions
Sales Reports
Affiliate Orders by Affiliate Report
Displays all completed orders by affiliate. The initial report will not display any information
until you select a sales person and click .
Headings: Order Date: date the order was placed.

Ship Date: date the order was shipped.
Invoice: invoice number.
Customer: customer name.
Amount: invoice total.
Commission: equals Amount times the commission rate set in the
affiliate profile.
Sorting: Order date, ascending.
Subtotals: Total order amounts and commissions.

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Affiliate Orders by Affiliate Report
Affiliate Sales by Affiliate Report

Displays itemized sales by Sales Affiliate for the date range selected. The initial report will
not display any information until you select a sales person and click .
Headings: Product: product name.

SKU: the product SKU.
Quantity: total number of products purchased by customers who came
from an affiliate link.
Sales: total sales made by customers who came from an affiliate link.
Commissions: commission due to the affiliate. Equals Sales times the
commission rate set in the affiliate profile.
Subtotals: Total Sales and Commissions.
Affiliate Sales by Affiliate Report

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Affiliate Sales Summary Report
Displays total sales and commissions per affiliate for the date range selected.
Headings: Affiliate: the name of the affiliate.

Sales: total sales made by customers who came from an affiliate link.
Commission: commission owed to the affiliate. Equals Sales times the
commission rate set in the affiliate profile.
Sorting: Affiliate name, ascending.
Subtotals: Total Sales and Commissions.
Affiliate Sales Summary Report
Category Sales by Sales Person Report

Shows category sales by sales person for the date range selected. The initial report will not
display any information until you select a sales person and click .
Headings: Category: the name of the category.

Subcategory: the name of the subcategory.
Quantity: total number of products assigned to this category that were
purchased by customers assigned to this sales person.
Sales: total sales of products assigned to this category to customers
assigned to this sales person.
Sorting: Category name, ascending.
Subtotals: Total Sales.

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Category Sales by Sales Person Report
Product Sales by Sales Person Report

Shows product sales by sales person for the date range selected. The initial report will not
display any information until you select a sales person and click .
Headings: Product: the name of the product.

SKU: the SKU of the product.
this sales person.
Sales: total sales of this product to customers assigned to this sales
person.
Product Sales by Sales Person Report
Total Sales by Sales Person Report

Shows sales target by sales person for the selected date range.

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Click the sales person’s name to view their sales by customer. Then click the customer’s
name in that report to view the customer’s order history during the date range selected. From
this location, you can link directly to the customer’s complete order history.
Click the sales manager’s name to view each sales person assigned to the selected sales
manager, number of orders for each and total sales dollars.
Headings: Sales Person: the name of the sales person.

Sales Manager: the sales manager to which this sales person is assigned.
Orders: number of orders made by customers assigned to this sales
person.
Sales: total sales for customers assigned to this sales person.
Sorting: Sales person last name, ascending.
Subtotals: Total Orders and Sales.
Total Sales by Sales Person Report
Total Sales by Sales Person Report, Detail
Total Sales by Sales Manager Report

Shows sales by sales manager for the date range selected.
Headings: Sales Manager: the name of the sales manager.

Orders: number of orders made by customers assigned to this manager’s
sales people.
Sales: totals sales to customers assigned to this manager’s sales people.

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Orders: number of orders made by customers assigned to this manager’s
sales people.
Sales: totals sales to customers assigned to this manager’s sales people.
Sorting: Sales Manager last name, ascending.
Subtotals: Total Orders and Sales.
Total Sales by Sales Manager Report
Target Reports
Sales Target by Sales Person Report
Shows sales target by sales person for the selected date range.
Headings: Sales Person: the name of the sales person.

Sales Target: the sales target for the sales person.
Total Sales Dollars: total sales made by customers assigned to this sales
person.
Sorting: Sales person last name, ascending.
Sales Target by Sales Person Report

©ProStores Inc.
Sales Target by Sales Manager Report
Shows sales target by sales manager for the selected date range.

Sales Manager Region: the region entered in the sales manager’s profile.
Sales Target: the sales target for the sales manager.
Total Sales Dollars: total sales for purchases made by customers
assigned to the manager’s sales people.
Sorting: Sales manager last name, ascending.
Sales Target by Sales Manager Report

©ProStores Inc.
Chapter 16: Participating in a
Mall
If your Site Administrator supports it, the Mall module increases your visibility to potential
customers by providing a central location for them to search multiple stores. Features include:
Giving your store visibility in a central “mall” store.
Allowing customers to quickly register and checkout at all stores in a single mall.
This chapter will describe how malls work, and steps to complete to maximize your
participation in a mall.
Understanding How Malls Work

The Mall acts much like a physical shopping mall - it contains a variety of stores, allowing
the shopper access to a larger number of products than if they were to shop at a stand-alone
store.
The customer shops at the mall store, searching for products in all stores that participate in
that mall. They can also search for specific stores.
When a customer finds a product or store, they complete the purchase at the participating
store. That order will be processed by the merchant just like any other order.
One important feature of participating in a mall is that information about the customer is
“owned” by the mall store - not the individual stores. This allows the customer to shop at
multiple stores without having to re-enter their customer information each time. In addition,
Mall participants can only edit demographic information if the Mall Store has enabled that
option. Please see your Site Administrator for more information.
Mall Settings for Mall Participants

If your Site Administrator has set up a Mall, and you have purchased the Mall Module, you
can now display your products in the Mall Store. See Understanding How Malls Work
Please contact your Site Administrator for more information regarding Mall participation.
To do so:
1 Browse to Store > Mall Participation. The Mall Participation page appears.
2 Enter a Description of your store that mall customers can view.
3 Enter the name of the image to be used when displaying information regarding your
store in the mall. This image needs to be uploaded to your store images directory. See
Store Images (page 19) for more information.

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4 Select the Classification in which your store should be contained. This will help
customers find your store.
5 Click Submit when done. You store and its products will now be included in the
Mall.

©ProStores Inc.
Chapter 17: Upgrading Store
Administration
This section describes the upgrade options available for your store.
To upgrade your store, click the Upgrade button on the toolbar.
Upgrading the Business Edition Store

If you have a Business Edition store, you have the following upgrade options:
Purchase the Advanced Edition: the ProStores Advanced Edition offers all the
functionality of the Business Edition, plus inventory and customer management.
Upgrading the Advanced Edition Store

If you have a Advanced Edition store, you have the following upgrade options:
Customer Plus: Allows you to assign customers to different “buyer groups” and
provide different pricing based on the assigned group; create a frequent buyer club;
and give discounts based on a percent off the sales price or a percentage above cost.
Sales Manager: Allows you to create your own affiliate program; gather sales leads
by product; define and track sales managers, sales people and affiliates; view sales
activity by month, quarter, or year; automatically assign a salesperson to a lead; and
assign salespeople to customers.
Supplier Connect: Allows you to view pending orders by supplier, even if the order
spans multiple suppliers; notify suppliers of orders by e-mail, EDI or fax; and based
on the shipping confirmation, separate partial orders for special handling.
Downgrade Implications
When you downgrade from one edition to another, the functionality of the first edition will be
lost.
For example, if you downgrade from the Advanced Edition to the Business Edition, the you
will no longer have custom fields, inventory will no longer be available, and the store will not
have the rest of the ProStores Advanced Edition features. Also, all ProStores Advanced
Edition object expressions will not resolve. All of the Advanced Edition templates will still
be available in the ProStores Store Design, though, they cannot be displayed or used in the
storefront.
However, the configuration of the Advanced Edition store will still be in the database.
Therefore, if a Advanced Edition store has inventory set for products and is downgraded, the
inventory functionality is no longer available. However, if the store is then upgraded back to
the Advanced Edition, the inventory numbers previously stored will appear once again.

©ProStores Inc.
Appendix A: Glossary
alt attributes
An attribute and value added to an <img> or <ss:image> tag that describes the image (and
can be viewed by a visitor when they “mouse over” the image). For example, <ss:image
source="$product.photoImage" alt="$product.description"/> will display the product
description when the visitor mouses over the product’s photo image.
attribute
A property or characteristic of a tag. Most tags require at least one attribute. For example, in
<ss:image source="$product.photoImage"/>, source is an attribute of the <ss:image/> tag.
background color
A color that fills an area (either the entire web page area, or just a portion of it).
background pattern
An image (GIF or JPEG) that fills an area (either the entire web page area, or just a portion of
it).
baseline templates
Saves a copy of all the templates in a store version.
browser
An application that allows you to look at and interact with the World Wide Web. Examples of
browsers include Microsoft Internet Explorer, Netscape Navigator, and Mozilla FireFox.
cart
Contains any items the shopper has expressed interest in purchasing.
catalog
Contains all product information, and can be searched by the shopper.
cookie
Information that a web site puts on a user’s local computer so that it can remember something
about them at a later time. Typically, a cookie records preferences when using a particular
site.
css (Cascading Style Sheets)
Provides the formatting definitions (such as font, colors, etc) for a web page.
customer

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A person who has shopped at your store.
domain name
Locates an organization or other entity on the Internet. For example,

http://www.mystore.com/.
e-commerce
The buying and selling of goods and services on the Internet.
encryption
The conversion of data into a form (cipher text), that cannot be easily understood by
unauthorized people.
ftp (File Transfer Protocol)
A method of exchanging files over the internet. Often used to upload images and files from a
local machine to a storefront.
gif
One of the two most common media file formats for graphic images on the World Wide Web.
The other is the JPEG.
handlebars
Small boxes that surround a selected object.
hexadecimal colors
A system of identifying colors that uses a six-character combination of numbers and letters.
For example, white is represented by “#FFFFFF”, black is represented by “#000000” and
silver is represented by “#c0c0c0”.
hover
To move your cursor over an image or link without clicking a mouse button. Often referred to
as “mouse over” or “hover your mouse over”.
hover text
The text that appears when you hover your mouse over an image or link.
html (Hypertext Markup Language)
The set of code and symbols used to tell a browser how to display a page on the World Wide
Web.
jpeg
One of the two most common media file formats for graphic images on the World Wide Web.
The other is the GIF.

©ProStores Inc.
media
A term that describes a broad category of file types such as images, sound, or motion video.
For example, a music file (such as “sample.wav”) or an image file (such as “logo.gif”) are
considered “media”.
merchant
The store owner.
merchant account
An account that allows the store to accept credit cards as a method of payment.
meta tag
An HTML tag that describes some aspects of the contents of a Web page. Typically used by
search engines to help potential visitors find your site.
mouse over
To move your cursor over an image or link without clicking a mouse button. Often referred to
as “hover”.
multimedia
The combination of text, sound, and/or motion video. For example, music and Flash files are
considered multimedia.
object expression
An SSML object expression defines where data is coming from, or the data to which input
will be posted. Object expressions always start with the “$” character. For example, in
<ss:image source="$product.photoImage"/>, $product.photoImage is the object expression
which points to a product’s photo image.
pixel
The basic unit of programmable color on a computer display or in a computer image. The
physical size of a pixel depends on how the resolution has been set for the display screen.
publish templates
The act of applying any changes to a template to your “live” storefront.
reset templates
The act of reverting your templates to the last saved baseline.
shopping cart
See “cart”.
spider

©ProStores Inc.
A program that visits Web sites and reads their pages and other information in order to create
entries for a search engine index.
splash page
A page that greets your customers before they go to your main storefront. Splash pages can
also serve as the page that “spiders” can catalog (although not all spiders will catalog splash
pages).
ssl (Secure Sockets Layer)
SSL is a Secure Sockets Layer that provides security in transferring data over the Internet,
forming a layer of encryption between the server and client. This is particularly important in a
commerce situation, as the shopper is providing merchants with their personal information
and often with their credit card number.
ssml (ProStores Markup Language)
A combination of tags and object expressions that allow you to work with information from a
store.
url
The “address” of a web page. For example, both http://www.mystore.com/ and

http://www.stores.com/mystore/ are URLs.
visitor
Someone who has browsed your store, but has not necessarily purchased anything.
wysiwyg
“What you see is what you get”. WYSIWYG editing allows you to edit web pages while
having an idea of how they’ll look. Source code editing only allows you to see and work with
the code behind a web page. ProStores Store Design offers a WYSIWYG editing mode.

©ProStores Inc.
Index
process ................................................ 172

A setup ................................................... 195
storefront ............................................ 200
add to cart button .......................................... 70 templates ............................................ 195
Advanced Editor........................................... 49 audit history, view....................................... 254
advanced mode ............................................. 13 authorization ....................................... 131, 155
advertisements .............................................. 64 automatic sign out ..................................... 8, 69
advertising schedule ................................... 232
advertisings schedule ................................. 232
B
affiliates
affiliate orders by affiliate report ....... 337 backorders
defaults, set ........................................ 332 allowing purchases ............................. 236
export ................................................. 296 displaying status on invoice................ 236
export sales ........................................ 297 list backordered products.................... 129
link in storefront ................................ 332 managing ............................................ 240
overview ............................................ 331 process ................................................ 241
algorithm, Federal Express........................... 97 updating product quantity ........... 131, 155
algorithm, United States Postal Service USPS backup store ................................................ 298
................................................................ 101 baselines
American Express ........................................ 82 revert .................................................... 32
analytics ..................................................... 320 set all templates .................................... 32
about .................................................. 320 Basic Editor................................................... 49
definitions .......................................... 322 basic mode .................................................... 13
display data ........................................ 320 best sellers report ........................................ 300
enable................................................. 320 bookmark ...................................................... 70
example usage.................................... 320 borders, template ........................................... 51
filter ................................................... 320 boxes
glossary .............................................. 322 defining .............................................. 102
graph .................................................. 320 field reference ..................................... 103
introduction........................................ 320 browser versions ............................................. 7
metric data ......................................... 320 buttons........................................................... 25
sales activity ...................................... 320 buyer notification .......................................... 80
sales activity ...................................... 322 setting up ............................................ 238
source................................................. 320
time period ......................................... 320 C
traffic activity ............................ 320, 322
usage .................................................. 320 Canada Post, setup ........................................ 98
view data ............................................ 320 capitalization ................................................. 70
attributes ..................................................... 125 card
about .................................................. 120 e-Gift .......................................... 210, 220
add ..................................................... 123 carousel ......................................................... 64
delete.......................................... 123, 153 cart available ................................................. 70
export ................................................. 288 catalog, understanding the product catalog . 113
import ................................................ 288 categories
overview ............................................ 153 assigning to products .......................... 150
product inventory ............................... 120 category map ...................................... 120
put on sale .......................................... 230 category sales by sales person report.. 339
shared......................................... 123, 125 change levels displayed ...................... 119
update ........................................ 123, 153 field definitions .................................. 117
auctions ...................................................... 172 list ....................................................... 119

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maintain ............................................. 115 context menu ................................................. 51
overview ............................................ 115 cookies
removing from products .................... 150 used for cart .......................................... 70
sales by category report ..................... 311 where used ............................................ 69
statistics report ................................... 311 credit cards .................................................... 82
subcategories ............................. 115, 116 authorizing orders ............................... 243
subcategory field definitions.............. 119 configure .............................................. 84
upload images ...................................... 19 Payment Preferences ............................ 86
view ................................................... 119 processors ............................................. 86
certified checks............................................. 86 retain customer information ................. 86
checkout security ................................................. 69
breadcrumbs ........................................ 70 security code......................................... 84
multi page ............................................ 70 show numbers in Store Administration 86
one page ............................................... 70 temporary card numbers ....................... 85
checkout options........................................... 70 testing payment processors ................... 85
checkout redirect ........................................ 173 troubleshooting payment processors .... 85
checkout security .......................................... 86 credits
checks export.................................................. 292
authorizing orders .............................. 244 field definitions - issue credit ............. 255
Payment Preferences............................ 86 issue .................................................... 255
client groups list ....................................................... 256
assign to customers ............................ 276 manage ............................................... 254
definition............................................ 275 overview ............................................. 254
field definitions .................................. 276 store .................................................... 257
maintain ............................................. 275 store credit .......................................... 256
overview ............................................ 275 viewing against invoice ...................... 256
sales report ......................................... 315 currency formats
client number options ................................... 70 general preferences ............................... 70
clients custom fields
applying store credit .......................... 256 customer, define ................................. 270
custom fields ...................................... 270 product................................................ 127
customer groups ................................. 275 sales leads ........................................... 335
export ................................................. 281 custom home page .......................................... 9
import ................................................ 281 custom product information, collect ........... 170
maintain ............................................. 271 Custom Themes
notification options .............................. 80 eBay.................................................... 196
number options .................................... 70 customer groups
orders from Customer History screen 274 assign to customers ............................. 276
product history ................................... 274 definition ............................................ 275
sales by customer report .................... 314 field definitions .................................. 276
search by company name ................... 271 maintain .............................................. 275
store credit, apply .............................. 256 overview ............................................. 275
view ................................................... 271 sales report.......................................... 315
COD customer number options .............................. 70
authorizing orders .............................. 244 customers
Payment Preferences............................ 86 applying store credit ........................... 256
codes, show on templates ............................. 51 custom fields ...................................... 270
collapsible navigation................................... 12 customer groups ................................. 275
colors, change label ............................ 131, 155 export.................................................. 281
commissions, affiliate maintenance ........... 333 import ................................................. 281
comparison shopping sites ......................... 204 maintain .............................................. 271
conditions ..................................................... 42 notification options ............................... 80
Constant Contact ........................................ 207 number options ..................................... 70
containers orders from Customer History screen . 274
defining for product ................... 131, 155 product history.................................... 274

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sales by customer report .................... 314 Custom Themes .................................. 196
search by company name ................... 271 grant permission ................................... 70
store credit, apply .............................. 256 import listings to store ........................ 197
store credits ........................................ 257 Inbound Listings ................................. 181
view ................................................... 271 Listing Designer ................................. 196
CyberSource listing search ....................................... 181
tax settings ......................................... 108 listing templates.................................. 195
tax settings field reference ................. 109 Listing Themes ................................... 196
listings by status ................................. 185
D matched listings .......................... 181, 187
matching criteria ................................. 188
data ............................................................... 39 outbound listings ................................ 185
affiliate sales ...................................... 297 Outbound Listings Manager ............... 185
affiliates ............................................. 296 permission to access ................... 173, 197
credits ................................................ 292 posting ................................................ 198
customers ........................................... 281 process ................................................ 172
export ................................................. 280 quick list ............................................. 173
import ................................................ 281 relist .................................................... 185
manufacturers .................................... 295 setup ........................................... 173, 195
order extensions ................................. 294 storefront ............................................ 200
order tracking ..................................... 295 tools .................................................... 197
orders ................................................. 293 view listings........................................ 185
product attributes ............................... 288 eBay listings
product sale promotion ...................... 290 categories............................................ 181
product serial numbers....................... 291 sort ...................................................... 181
products ............................................. 283 e-commerce
products, tab delimited....................... 288 cookies.................................................. 69
quantity discount promotion .............. 290 payment processors .............................. 82
related products.................................. 291 secure socket layer................................ 69
sales leads .......................................... 297 EDI
suppliers............................................. 295 overview ............................................. 264
database purge ............................................ 278 receive ................................................ 268
date formats run ...................................................... 267
general preferences .............................. 70 troubleshooting ................................... 269
department orders ......................................... 86 edit
design mode ................................................. 45 page templates ...................................... 25
design mode editing ..................................... 49 editor toolbar ................................................. 50
Basic Editor ......................................... 49 editors ........................................................... 25
design settings Advanced.............................................. 49
revert to baseline .................................. 32 Basic ..................................................... 49
revert to original version ...................... 32 Source Editor ........................................ 53
Discover Card .............................................. 82 e-Gift Card
display savings ............................................. 70 enabing/disabling ............................... 210
documents, additional .................................. 14 Image .................................................. 221
downgrading editions ................................. 346 Reporting ............................................ 210
download Using .................................................. 210
product settings .................................. 236 e-Gift Card, SSML ...................................... 212
products ............................................. 171 e-Gift Cards
utilities ............................................... 279 sales report.................................. 212, 317
e-Gift Cards, field help ............................... 220
E electronic checks ........................................... 86
electronic data interchange
eBay ........................................................... 172 overview ............................................. 264
checkout redirect................................ 173 receive ................................................ 268
create products ................................... 181 run ...................................................... 267

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troubleshooting .................................. 269 G
electronic fulfillment .................................. 171
elements general preferences
overview .............................................. 52 define .................................................... 70
e-mail field definitions .................................... 70
addresses .............................................. 80 getting started checklist page .......................... 8
campaign............................................ 207 gift
marketing ........................................... 207 cards ........................................... 210, 220
notification ........................................... 80 certificates .................................. 225, 226
error log ........................................................ 10 reminder ............................................. 207
executive reports wrap, field definitions, set up ............. 229
Pay-Per-Sale by Event Date............... 310 glossary ....................................................... 347
Pay-Per-Sale by Visit Date ................ 309 Google Base (formerly Froogle) ................. 204
Pay-Per-Sale Marketing Summary .... 307 group discounts
Traffic and Sales ................................ 308 assign .................................................. 276
export maintain .............................................. 275
affiliate sales ...................................... 297 guide, using ..................................................... 7
affiliates ............................................. 296 guidelines, template ...................................... 51
credits ................................................ 292
customers ........................................... 281 H
data .................................................... 280
manufacturers .................................... 295 handlebars ..................................................... 33
order extensions ................................. 294 hardware settings ............................................ 7
order log report .................................. 312 help ............................................................... 10
order tracking ..................................... 295 Home
orders table ........................................ 293 Store Administration .............................. 9
page template ....................................... 45 Home Page
product attributes ............................... 288 Approved Panels .................................. 62
product catalog .................................. 149 panels.................................................... 62
product sale promotion ...................... 290
product serial numbers....................... 291 I
products ............................................. 283
images ........................................................... 38
products, tab delimited....................... 288
category, define .................................. 117
quantity discount promotion .............. 290
category, upload ................................... 19
related products.................................. 291
e-Gift Cards ........................................ 221
sales leads .......................................... 297
mall, upload .......................................... 19
suppliers............................................. 295
manufacturer, upload ............................ 19
tables .................................................. 280
product, define ............................ 131, 155
product, upload ..................................... 19
F products .............................................. 146
FAQ shared images ....................................... 19
multi-page checkout ............................ 77 store version images ............................. 19
Faxaway ..................................................... 266 tags ..................................................... 146
featured products ................................ 131, 155 titles ....................................................146
featured Products ................................ 131, 155 upload ................................................... 19
Federal Express, shipping setup ................... 97 Wish List ............................................ 221
field entry validation .................................... 70 import
file management ......................................... 277 customers............................................ 281
files, upload .................................................. 23 data ..................................................... 281
Froogle (now Google Base) ....................... 204 manufacturers ..................................... 295
FTP area ..................................................... 277 page template........................................ 44
product attributes ................................ 288
product catalog ................................... 149
product serial numbers ....................... 291
products .............................................. 283

©ProStores Inc.
products, tab delimited....................... 288 outcome .............................................. 185
suppliers............................................. 295 permission to access ................... 173, 197
tables .................................................. 281 posting ................................................ 198
troubleshooting .................................. 298 process ................................................ 172
introduction .................................................... 7 setup ........................................... 173, 195
inventory storefront ............................................ 200
assign to products .............................. 238 templates ............................................ 195
cost of inventory reports .................... 319 tools .................................................... 197
low inventory products ...................... 129 variations .................................... 187, 188
maintaining product attributes ........... 153 lists ................................................................ 40
manage............................................... 236 locale ............................................................. 70
product information ................... 131, 155 log file ........................................................... 10
serialized, define ................................ 239 log on .............................................................. 8
serialized, enable ............................... 236
serialized, field definitions................. 236 M
setting preferences ............................. 236
setup................................................... 236 mail preferences ............................................ 80
status lists........................................... 240 mail server .................................................... 80
tracking .............................................. 240 maintenance ................................................ 277
invoice malls ............................................................ 344
adjust.................................................. 251 customer edits ..................................... 344
adjust shipping ................................... 250 mall store participants ........................ 344
audit history ....................................... 254 understanding ..................................... 344
cancel ................................................. 250 manage
delete.................................................. 250 e-Gift Cards ................................ 210, 220
display savings..................................... 70 managers ....................................................... 13
number ................................................. 86 manufacturers
payment processor details .................. 254 defined in product....................... 131, 155
print ................................................... 254 export.................................................. 295
search ................................................. 249 field definitions .................................. 126
split .................................................... 252 import ................................................. 295
view ................................................... 250 listing products by .............................. 127
maintain .............................................. 126
overview ............................................. 125
J
sales by manufacturer report .............. 317
JavaScript upload images ....................................... 19
ProStores requirements .......................... 7 view .................................................... 126
map categories ............................................ 120
K markers, show on templates .......................... 51
Market your store ........................................ 202
keyboard shortcuts ....................................... 51 Marketing .................................................... 204
keywords ............................................ 131, 155 Marketing Manager..................................... 202
field definitions .................................. 153 marketplaces ............................................... 204
keywords for products ................................ 151 MasterCard ................................................... 82
match variations .................................. 187, 188
L matched listings .................................. 187, 188
media folder ................................................ 277
labels, packing ............................................ 246 members only
language override ......................................... 11 categories............................................ 117
leads, overview........................................... 335 defining subscription products ... 131, 155
least visited products report........................ 301 display link in storefront..................... 111
link and sync listings .......................... 187, 188 enable member only area .................... 236
links .............................................................. 37 registered members set up .................. 111
Listing Theme ............................................ 196 subscription product setup .................. 112
listings ........................................................ 172 types ................................................... 111
import to store.................................... 197

©ProStores Inc.
merchant accounts view.............................................. 250
setup..................................................... 83
merchant accounts, understanding ............... 82 go direct .............................................. 249
meta-tags, creating on static page................. 18 invoice ................................................ 250
modes ........................................................... 13 labels .................................................. 246
money orders ................................................ 86 order detail field definitions ............... 259
monitor settings .............................................. 7 order/visit ratio report......................... 302
monitor store activity ................................. 279 outstanding, confirming...................... 243
most visited products report ....................... 302 outstanding, entering .......................... 257
multimedia files, upload ............................... 23 packing labels ..................................... 246
multi-page checkout ..................................... 77 partial orders....................................... 268
payment information .......................... 259
pending by supplier ............................ 268
N print packing lists ............................... 246
navigation ..................................................... 12 process ................................................ 242
new multi-page checkout ............................. 77 products .............................................. 258
newsletter ................................................... 207 purge all .............................................. 278
search.................................................. 249
ship ..................................................... 245
O split ..................................................... 252
OEM view .................................................... 249
field definitions .................................. 126 outbound listings
listing products by ............................. 127 viewing ............................................... 185
maintain ............................................. 126
overview ............................................ 125 P
upload images ...................................... 19
view ................................................... 126 package tracking ......................................... 250
optimize multi-page checkout ...................... 77 packing labels ..................................... 245, 246
order detail ................................................. 259 packing lists, print multiple......................... 246
order limits Page Builder.................................................. 54
customer ............................................ 272 Home Page ........................................... 62
Payment Preferences............................ 86 Product Detail Page .............................. 63
order log report........................................... 312 Product List Page ................................. 62
order tracking, export ................................. 295 page template
order/visit ratio report ................................ 302 export.................................................... 45
orders.......................................................... 242 import ................................................... 44
address information ........................... 259 Page Template Editor.................................... 25
adjust.................................................. 251 pages
authorizing checks ............................. 244 publish .................................................. 32
authorizing CODs .............................. 244 panel layout
authorizing credit cards...................... 243 Home Page ........................................... 62
authorizing purchase orders ............... 244 Product Detail ....................................... 63
backorders.......................................... 241 Product List .......................................... 62
cancel ................................................. 247 panel usage
customer order history ....................... 274 analogy ................................................. 54
delete all............................................. 278 panels
entering manually .............................. 257 advertisement ....................................... 64
export table ........................................ 293 banner ................................................... 64
extensions carousel ................................................ 64
custom .................................................. 64
define template .....................131, 155 custom code .......................................... 64
featured categories ................................ 64
export ........................................... 294 Home Page layout ................................ 62
list ......................................................... 64
set up ........................................... 170 multi-item ............................................. 64
Product Detail layout ............................ 63

©ProStores Inc.
product details...................................... 64 field help............................................. 236
product list ........................................... 64 setup ................................................... 236
Product List layout............................... 62 product serial numbers, export .................... 291
search results........................................ 64 product type ........................................ 131, 155
single item ........................................... 64 product weight unit
ssml ...................................................... 64 defining for product .................... 131, 155
types..................................................... 64 defining for store .................................. 70
Panels products
introduction.......................................... 54 add using product manager................. 130
passwords add via import..................................... 149
customer, define................................. 272 advanced search.................................. 129
logging on .............................................. 8 attributes ............................................. 153
store administration ........................... 110 auctions .............................................. 172
Pay Per Sale Marketing backordered ........................................ 129
field help ............................................ 204 button descriptions ............................. 129
overview ............................................ 203 category association ........................... 150
payment methods, credit cards ..................... 82 category definition .............................. 115
Payment Preferences .................................... 86 custom fields ...................................... 127
payment processors delete .................................................. 130
configuration........................................ 86 downloadable ..................................... 171
Payment Preferences............................ 86 eBay.................................................... 172
set up.................................................... 86 export.................................................. 283
testing .................................................. 85 export, tab delimited ........................... 288
troubleshooting .................................... 85 exporting ............................................ 149
understanding....................................... 82 first time setup .................................... 114
view details ........................................ 254 import ................................................. 283
viewing details from invoice ............. 250 import, tab delimited .......................... 288
PayPal, configure ......................................... 90 importing ............................................ 149
Pay-Per-Sale Marketing keyword searches ............................... 115
Report by Event Date ........................ 310 keywords ............................................ 151
Report by Visit Date .......................... 309 listing by manufacturer ....................... 127
Summary Report ................................ 307 listings ................................................ 172
Traffic and Sales ................................ 308 low inventory...................................... 129
pending orders managing backorders .......................... 240
by supplier ......................................... 268 manufacturers ..................................... 125
requiring approval (Non-Credit Cards) marketplaces ....................................... 204
......................................................... 244 on sale list ........................................... 129
requiring credit card authorization ..... 243 options ................................................ 169
pending orders, change default page .............. 9 personalize .......................................... 169
permission to access, eBay ................. 173, 197 product sales by sales person report ... 340
postal code validation ................................... 70 put on sale........................................... 230
product attributes relationships ....................................... 168
export ................................................. 288 serialized inventory ............................ 239
import ................................................ 288 set up supporting information ............. 115
product authorization ......................... 131, 155 statistics report.................................... 311
product categories ...................................... 131 store subscriptions .............................. 112
Product Detail top 20 report ....................................... 300
Approved Panels .................................. 63 understanding the catalog ................... 113
Product Detail Page update ................................................. 130
panels ................................................... 63 update prices....................................... 128
Product List update quantity ................................... 128
Approved Panels .................................. 62 update via import ................................ 149
Product List Page upload images ....................................... 19
panels ................................................... 62 uploading images................................ 146
product preferences view .................................................... 128

©ProStores Inc.
Promote your store ..................................... 202 Pay-Per-Sale by Event Date ............... 310
promotions ......................................... 202, 226 Pay-Per-Sale by Visit Date ................. 309
advertising ......................................... 232 Pay-Per-Sale Marketing Summary ..... 307
applying during checkout .................. 227 Pay-Per-Sale Traffic and Sales ........... 308
define storewide................................. 228 printing ............................................... 299
display on storefront .......................... 230 product sales by sales person .............. 340
field definitions, set up ...................... 229 product statistics ................................. 311
how sale prices are calculated............ 227 products least visited .......................... 301
product ............................................... 230 products most visited .......................... 302
reports ................................................ 313 promotions.......................................... 313
rules ................................................... 227 run ...................................................... 299
using .......................................... 225, 226 sales by category ................................ 314
publish sales by customer ............................... 314
pages .................................................... 32 sales by customer group ..................... 315
Publish Changes ........................................... 17 sales by manufacturer ......................... 317
purchase orders sales by product .................................. 316
authorizing orders .............................. 244 sales by sales manager ........................ 341
Payment Preferences............................ 86 sales by sales person ........................... 340
purge sales target by sales manager .............. 343
databases ............................................ 278 sales target by sales person ................. 342
search results...................................... 278 sales tax .............................................. 318
search summary .................................. 304
Q worst sellers ........................................ 306
requirements
quick list on eBay ....................................... 173 browsers ................................................. 7
JavaScript ............................................... 7
R monitors.................................................. 7
resale
recurring payment ...................................... 170 add indicator to storefront .................. 272
redirect eBay checkout ............................... 173 customer ............................................. 272
registration resale numbers
set up members only area .................. 111 sales affiliates ..................................... 333
types................................................... 111 revert
related products original version ..................................... 32
export ................................................. 291 revert to baseline ........................................... 32
maintain ............................................. 168 revert to original version ............................... 32
relist............................................................ 185 right-click menu ............................................ 51
Report
e-Gift Card ......................................... 210
Pay Per Sale Marketing ..................... 204 S
reports ........................................................ 299 sales............................................................. 202
affiliate orders by affiliate ................. 337 defining storewide sales ..................... 228
affiliate sales by affiliate .................... 338 individual products ............................. 230
affiliate sales summary ...................... 339 viewing products on sale .................... 129
best sellers ......................................... 300 sales affiliates
category sales by sales person ........... 339 affiliate orders by affiliate report ........ 337
category statistics ............................... 311 defaults, set ......................................... 332
customer group sales ......................... 315 field definitions .................................. 333
customer sales .................................... 314 link in storefront ................................. 332
customer top 20 ................................. 300 maintain .............................................. 332
e-Gift Cards ............................... 212, 317 overview ............................................. 331
hide ProStores Explorer ..................... 299 referral period in affiliate profile ........ 333
inventory cost reports ........................ 319 view .................................................... 332
order log............................................. 312 sales leads
order/visit ratio .................................. 302 custom fields ...................................... 335

©ProStores Inc.
defining lead products ............... 131, 155 show Tax Region Selection in storefront
developing program ........................... 335 .......................................................... 104
export ................................................. 297 tax laws............................................... 104
field definitions .................................. 336 sales team
lead assignment rules ......................... 336 overview ............................................. 333
overview ............................................ 335 sales managers .................................... 334
view ................................................... 336 sales people ........................................ 334
sales management....................................... 331 view .................................................... 333
sales managers savings display .............................................. 70
maintain ............................................. 334 search
view ................................................... 333 eBay listings ....................................... 181
sales person search engine tuning ................................... 222
assign to customer ............................. 272 search engines, shopping ............................ 204
maintain ............................................. 334 search options ............................................... 70
sales reports search product keywords............................. 151
affiliate sales by affiliate .................... 338 search results purge ..................................... 278
affiliate sales summary ...................... 339 search summary report ................................ 304
by category ........................................ 314 secure socket layer, understanding................ 69
by customer ....................................... 314 security .......................................................... 69
by manufacturer ................................. 317 checkout ............................................... 86
by product .......................................... 316 module relationships........................... 111
category sales by sales person ........... 339 store administration .............................. 70
customer group .................................. 315 storefront .............................................. 70
order log............................................. 312 users.................................................... 110
product sales by sales person ............. 340 select content................................................. 33
promotions ......................................... 313 SEO
run ...................................................... 337 meta tag description............................ 206
sales by category ................................ 314 page title ............................................. 206
sales by customer ............................... 314 SEO Manager.............................................. 206
sales by customer group..................... 315 serialized inventory, maintain ..................... 239
sales by e-Gift Card ................... 212, 317 server file management ............................... 277
sales by manufacturer ........................ 317 service attributes
sales by product ................................. 316 export.................................................. 288
sales by sales manager ....................... 341 import ................................................. 288
sales by sales person .......................... 340 service authorization ........................... 131, 155
sales target by sales manager ............. 343 service preferences
sales target by sales person ................ 342 field help............................................. 236
sales tax ............................................. 318 setup ................................................... 236
sales tax service type ......................................... 131, 155
assigning categories to products 131, 155 services
categories ........................................... 108 add using product manager................. 130
configure custom calculator ............... 103 add via import..................................... 149
CyberSource ...................................... 108 advanced search.................................. 129
CyberSource field reference .............. 109 attributes ............................................. 153
define options .................................... 104 backordered ........................................ 129
define preferences .............................. 103 button descriptions ............................. 129
how applied ....................................... 105 category association ........................... 150
include shipping ................................. 108 category definition .............................. 115
maintain ............................................. 108 custom fields ...................................... 127
overview ............................................ 103 delete .................................................. 130
ProStores calculator configuration..... 106 downloadable ..................................... 171
ProStores configuration ..................... 107 export.................................................. 283
region, field definitions...................... 107 export, tab delimited ........................... 288
regions ............................................... 106 exporting ............................................ 149
report.................................................. 318 first time setup .................................... 114

©ProStores Inc.
import ................................................ 283 United States Postal Service USPS,
import, tab delimited.......................... 288 configure .......................................... 101
importing ........................................... 149 UPS, configure ..................................... 99
keyword searches ............................... 115 shipping containers
keywords............................................ 151 field reference ..................................... 103
listing by manufacturer ...................... 127 setting up ............................................ 102
low inventory ..................................... 129 shipping levels, maintain .............................. 94
managing backorders ......................... 240 Shipping Methods, define ............................. 94
on sale list .......................................... 129 shipping surcharge .............................. 131, 155
options ............................................... 169 shipping zones
personalize ......................................... 169 maintain ................................................ 95
product sales by sales person report .. 340 Shipping Zones
put on sale .......................................... 230 field definitions .................................... 95
relationships ....................................... 168 shopping search engines ............................. 204
serialized inventory............................ 239 Shopping.com ............................................. 204
set up supporting information ............ 115 Shopzilla ..................................................... 204
statistics report ................................... 311 shortcut menu ................................................ 51
store subscriptions ............................. 112 show borders on templates ............................ 51
top 20 report ...................................... 300 show codes on templates ............................... 51
understanding the catalog .................. 113 show markers on templates ........................... 51
update ................................................ 130 sign on ............................................................. 8
update prices ...................................... 128 sign out............................................................ 8
update quantity .................................. 128 security ................................................. 69
update via import ............................... 149 site design ..................................................... 18
upload images ...................................... 19 sizes, change label............................... 131, 155
uploading images ............................... 146 SKU .................................................... 131, 155
view ................................................... 128 software settings ............................................. 7
shared attributes ................................. 123, 125 sort priority, categories ............................... 117
shared images ............................................... 19 sort priority, subcategory field definitions .. 119
shipper, packing labels ............................... 246 source code, editing templates ...................... 53
shipping Source Editor ................................................ 53
adjust.................................................. 250 source mode .................................................. 45
algorithm, Canada Post ........................ 98 special authorization ................................... 272
algorithm, Federal Express .................. 97 special instructions ........................................ 70
algorithm, United States Postal Service spiders ........................................................... 18
USPS ............................................... 101 splash pages, create ....................................... 18
algorithm, UPS .................................... 99 split
Canada Post, configure ........................ 98 invoice ................................................ 252
Federal Express, configure .................. 97 SSL
find single order ................................. 245 checkout ............................................... 86
include in sales tax ............................. 108 General Preferences .............................. 70
merchant-defined shipping levels ........ 94 Store Administration ............................ 70
merchant-defined Shipping Methods ... 94 understanding ....................................... 69
merchant-defined shipping tables ........ 93 SSML
merchant-defined shipping zones ........ 95 e-Gift Cards ........................................ 212
overview .............................................. 92 Wish List ............................................ 209
partial shipments ................................ 268 static files
product weight unit .............................. 70 create .................................................... 18
search ................................................. 245 upload ................................................... 23
set up.................................................... 92 static pages, create ........................................ 18
shipping containers ............................ 102 store
shipping containers, field reference ... 103 accessing .............................................. 11
shipping orders .................................. 245 backup ................................................ 298
suppress method .................................. 96 closing .................................................. 70
information ........................................... 70

©ProStores Inc.
locale.................................................... 70 system notices ............................................... 11
maintenance ....................................... 278
open ..................................................... 70 T
store credit ......................................... 256
store activity tables
configure ................................................ 9 affiliate sales ....................................... 297
view ....................................................... 9 affiliates .............................................. 296
store activity monitor ................................. 279 credits ................................................. 292
Store Administration Home ........................... 9 customers............................................ 281
store content area........................................ 277 import ................................................. 281
store credit card ............................................ 82 manufacturers ..................................... 295
store credit, apply ....................................... 256 order extensions.................................. 294
store credits ................................................ 257 order tracking ..................................... 295
store data area............................................. 277 orders .................................................. 293
Store Design ................................................. 16 product attributes ................................ 288
adding images ...................................... 38 product sale promotion ....................... 290
adding links ......................................... 37 product serial numbers ....................... 291
adding text ........................................... 36 products .............................................. 283
building lists ........................................ 40 products, tab delimited ....................... 288
conditions ............................................ 42 quantity discount promotion ............... 290
display store data ................................. 39 related products .................................. 291
overview .............................................. 15 sales leads ........................................... 297
store information ........................................ 279 suppliers ............................................. 295
store logo, upload ......................................... 19 tax categories .............................................. 108
store subscription, enable for store ............. 236 tax region
store version images ..................................... 19 default ................................................. 106
storewide sale ............................................. 228 maintain .............................................. 106
style sheets ................................................... 25 tax settings
subcategories CyberSource ....................................... 108
maintain ..................................... 115, 116 CyberSource field reference ............... 109
subcategories, field definitions ................... 119 default ................................................. 106
subscriptions define options ..................................... 104
cancel ................................................. 248 how applied ........................................ 105
delete.................................................. 248 maintain .............................................. 108
enable store subscription.................... 236 overview ............................................. 103
field help ............................................ 249 ProStores calculator configuration ..... 106
manage............................................... 248 ProStores configuration ...................... 107
products ..................................... 131, 155 tax laws............................................... 104
set up products ................................... 170 taxable shipping .......................................... 108
setting up for store ............................. 112 templates
supplier communications baselines, set for all templates .............. 32
overview ............................................ 264 context menu ........................................ 51
process ............................................... 264 design ................................................... 18
receive................................................ 268 design mode.......................................... 49
run ...................................................... 267 edit ........................................................ 25
troubleshooting .................................. 269 editing source code ............................... 53
suppliers elements overview ................................ 52
address ............................................... 262 export.................................................... 45
export ................................................. 295 import ................................................... 44
Faxaway ............................................. 266 keyboard shortcuts................................ 51
import ................................................ 295 manage work ........................................ 30
mail and fax preferences .................... 266 per category ........................................ 117
maintain ............................................. 262 right-click menu ................................... 51
pending orders ................................... 268 saving ................................................... 44
view ................................................... 264 shortcut menu ....................................... 51

©ProStores Inc.
show borders ........................................ 51 change password ................................ 110
show markers ....................................... 51 disable ................................................ 110
toolbar .................................................. 50 enable ................................................. 110
undoing ................................................ 44 maintain .............................................. 110
validate ................................................ 44 overview ............................................. 110
viewing ................................................ 45 utilities ........................................................ 279
visual aids ............................................ 51 Store Monitor ..................................... 279
working with .................................. 25, 54
testing payment processors........................... 85 V
text................................................................ 36
threshold validate
defined for product .................... 131, 155 page templates ...................................... 44
enable................................................. 236 validation ...................................................... 70
thumbnail ........................................... 131, 155 view store ...................................................... 11
time formats, general preferences ................ 70 view, set defaults........................................... 45
tracking packages ....................................... 250 Visa ............................................................... 82
Traffic and Sales by Source Report ............ 308
traffic generation ........................................ 202 W
Traffic Generation ...................................... 202
Pay Per Sale Marketing ............. 203, 204 warning log ................................................... 10
troubleshooting, imports ............................ 298 Wish List ..................................................... 208
Image .................................................. 221
Wish List, SSML ........................................ 209
U workspace, Store Administration .................. 11
United States Postal Service USPS, shipping WorldPay, configuration ............................... 89
setup........................................................ 101 worst sellers report ...................................... 306
upgrades WYSIWYG editing....................................... 49
Advanced Edition .............................. 346 Basic Editor .......................................... 49
Business Edition ................................ 346
upload Y
images .................................................. 19
multimedia ........................................... 23 Yahoo .......................................................... 204
static files ............................................. 23
store logo ............................................. 19 Z
UPS, shipping setup ..................................... 99
zip code validation ........................................ 70
user name ....................................................... 8
users

©ProStores Inc.

Pro Stores Store Admin Full

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ProStores

© 2010 ProStores Inc.

Chapter 1: Overview ........................................................................ 7

Complete Reference, Version 10.1.0 page 1

Complete Reference, Version 10.1.0 page 2

Complete Reference, Version 10.1.0 page 3

Complete Reference, Version 10.1.0 page 4

Complete Reference, Version 10.1.0 page 5

Complete Reference, Version 10.1.0 page 6

Using This Guide

Optimal Hardware/Software Settings

Complete Reference, Version 10.1.0 page 7

Automatic Sign Out

Troubleshooting Log Ons

Getting Started Checklist

Complete Reference, Version 10.1.0 page 8

Viewing Store Activity

These settings will only affect the logged in user.

Complete Reference, Version 10.1.0 page 9

Complete Reference, Version 10.1.0 page 10

Accessing Your Store

Working in Store Administration

Complete Reference, Version 10.1.0 page 11

The Store Administration Workspace

Navigating Store Administration

Complete Reference, Version 10.1.0 page 12

These settings will only affect the logged in user.

Complete Reference, Version 10.1.0 page 13

The managers are as follows:

Complete Reference, Version 10.1.0 page 14

A few notes about the Store Design hub:

Complete Reference, Version 10.1.0 page 15

Complete Reference, Version 10.1.0 page 16

Publish Your Store

For Page Template Manager templates:

To publish any unpublished changes to individual pages:

Complete Reference, Version 10.1.0 page 17

12 Click the Publish button.

Working with ProStores Store Design

Creating a Splash Page

To create a static page:

Complete Reference, Version 10.1.0 page 18

Complete Reference, Version 10.1.0 page 19

Complete Reference, Version 10.1.0 page 20

Option 1: Upload Images Page

Upload store logo:

Upload store logo:

Complete Reference, Version 10.1.0 page 21

To upload an image from your machine using ProStores Store Design:

Complete Reference, Version 10.1.0 page 22

Complete Reference, Version 10.1.0 page 23

Complete Reference, Version 10.1.0 page 24

Page Template Editor

Complete Reference, Version 10.1.0 page 25

Complete Reference, Version 10.1.0 page 26

Header Template and Style Sheets

Build Your Own Style Sheets

These resolve to the following links in your storefront:

Other Theme Style Sheets

Complete Reference, Version 10.1.0 page 27

Example 1. A shortcut that uses styles:

Which resolves to the following HTML on your storefront:

Example 2. A shortcut that uses an image:

Which resolves to the following HTML on your storefront: